March 10, 2017 HE PAG Meeting: Recording Link

Jason Metcalfe

Streaming recording link:

https://blackbaud.webex.com/blackbaud/ldr.php?RCID=955709d85910d0e5a28a86248f377341

Download recording link:

https://blackbaud.webex.com/blackbaud/lsr.php?RCID=8eec6876f710f88dc92706ee8f9e1749

Agenda:

1. Welcome - HE PAG Chair (5 min)

   1. Announcements

   2. Welcome to new PAG members

2. Introduction to Tim Hill, President & GM Higher Education Business Unit (15 min)

3. Blackbaud SKY and Enterprise CRM - Trit Mulligan, Blackbaud (25 min)

4. Subcommittee Reports - HE PAG Co-Chair & Subcommittee Chairs (5 min)

   1. Update - Travis Soyer

      1. Planned giving improvements

   2. Call for suggested committees

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

   1. HE PAG Annual Survey - Travis Soyer

   2. Update on move to Blackbaud HE PAG Community - Lori Lasansky

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

   1. Final questions / Discussion Items

   2. 2016-17 HE PAG Member Survey

   3. Call for presentations - July and September meetings

   4. Adjourn - next meeting is May 12th

Action Items:

Request Owner Requester #a3a3a3 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;"> Notes Completed date SKY as recurring discussion topic Jason #a3a3a3 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;"> Wes - WFU #a3a3a3 1pt;border-right:solid #a3a3a3 1pt;border-bottom:solid #a3a3a3 1pt;border-top:solid #a3a3a3 1pt;vertical-align:top;padding:4pt 4pt 4pt 4pt;"> Feedback from members ahead of the next meeting? Questions for BB to address? Follow up with Trit to coordinate. #a3a3a3 1pt;border-right:solid #000000 1pt;border-bottom:solid #000000 1pt;border-top:solid #000000 1pt;vertical-align:top;padding:5pt 5pt 5pt 5pt;">

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