Nov. 4, 2016 HE PAG Meeting: Recording Link

Jason Metcalfe

Streaming recording link: https://blackbaud.webex.com/blackbaud-en/ldr.php?RCID=bd8a032e395b7b443b142214c2a477e9

Download recording link: https://blackbaud.webex.com/blackbaud-en/lsr.php?RCID=153608ff2285a142780723d3cfc978b5

Agenda:

1. Welcome - HE PAG Chair (5 min)

   1. Announcements

   2. Welcome to new PAG members

2. UGA Email Notification Customization - Greg Harmelink and Jeff Garmon, UGA (25 min)

3. OSU Gift Agreement Customization - Angie Theaker and Meredith Frees, OSU (25 min)

4. Subcommittee Reports - HE PAG Co-Chair & Subcommittee Chairs (15 min)

   1. Recognition Programs Functional Improvements, Derek Clark (UGA) Chair

   2. Planned giving improvements, Julie Vargo (OSU) Chair

5. PAG Initiatives Update - HE PAG Chair and Co-Chair (5 min)

   1. Blackbaud Products and HE PAG Subcommittee collaboration - Travis Soyer (5 min)

   2. Update on move to Blackbaud HE PAG Community - Lori Lasansky (5 min)

   3. Onboarding new members to HE PAG Community - Jason Metcalfe (5 min)

6. Close of meeting - HE PAG Chair (5 min)

   1. Final questions / Discussion Items

   2. Adjourn - next meeting is January 13th

Action Items:

Request Owner Requester Notes Completed date Consider serving as a tester for the new HE PAG Community Lori Lasansky Lori Lasansky Contact Lori if you’re interested NA Consider volunteering to serve on the Onboarding Subcommittee for the HE PAG Jason Metcalfe Jason Metcalfe Contact Jason if you’re interested NA

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