StratusLIVE Yearly Nonprofit Conference

This session presents the vision of organizational transformation likely to occur over the next 3+ years as a result of AI.   We explore the capabilities of AI in the context of the nonprofit organization and discuss specific tasks and roles likely to be impacted.   We make the case for C-suite leadership throughout the journey and raise important questions related to change management, the potential for improved productivity, and the potential for interruption and transformation of personnel and roles in the organization.  StratusLIVE's AI accomplishments in the current products and plans on the roadmap will also be highlighted.   

Bob Williamson, Director of Fundraising Operations and Digital Solutions at the United Way of Central and Northeastern Connecticut will share how his organization  is leveraging Power BI with a gateway connection to the StratusLIVE SQL tables in CRM to track KPIs.   He will also discuss how they are leveraging the phone, appointment, and email activities to measure substantive conversations with major gift and workplace key contacts.   

Pamela Jenkins, Senior Manager of Development Operations at the Greater Chicago Food Depository will share how the Food Depository is managing their financial reconciliation process and the success they have had using deposit advices in StratusLIVE 365 CRM 

In today’s digital-first world, personalized engagement is more critical than ever—especially for mission-driven organizations. Join Dotdigital and United Way of Central and Northeastern Connecticut for a dynamic fireside chat exploring how they’ve transformed their marketing strategy to deepen donor relationships, amplify their message, and drive measurable community impact. Discover how UWCNC leverages the power of StratusLIVE and Dotdigital to streamline operations, integrate marketing and donor management platforms, and execute highly effective SMS and email campaigns. From doubling their SMS subscriber base to creating segmented donor journeys and syncing real-time data across systems, UWCNC ’s story is packed with actionable insights. Whether you’re looking to optimize your outreach, personalize donor experiences, or build a stronger data foundation, this session will leave you inspired and ready to elevate your marketing efforts.

This session provides concrete examples of AI as it’s currently utilized in the StratusLIVE products and also presents the vision and architecture for sweeping AI utilization, particularly in the form of AI Agents, throughout the product.  We will discuss the priority functions and tasks planned for AI-enablement through the remainder of 2025.   This overview also includes a review of the foundational architecture and techniques adopted by StratusLIVE to drive rapid innovation and transformation as newer models, protocols, and technologies emerge. 

Discover how organizations are bringing corporate philanthropy to life with Give at Work. This session highlights real site showcases and reveals the most underutilized—and powerful—features of the platform. Whether you're looking to inspire more employee engagement or unlock tools you didn’t know you had, you’ll walk away with practical ideas to elevate your giving program and make a bigger impact. 

Tired of one-size-fits-all CRM experiences? This session dives into how you can use model-driven apps to tailor user experiences based on roles—giving fundraisers, finance teams, and admins the tools they need, when and where they need them. Learn how to streamline navigation, surface relevant data, and reduce clutter through smart design and role-based customization in StratusLIVE 365 CRM. Whether you're new to model-driven apps or looking to refine your setup, this session will equip you to deliver a cleaner, more efficient CRM experience for every team. 

Your mission isn’t just about raising funds—it’s about building community. In  this session, we’ll explore how organizations are using StratusLIVE to manage events, mobilize volunteers, and deepen engagement beyond the donation. Discover how to track participation, measure impact, and create meaningful experiences that turn supporters into long-term advocates. Whether you are running a day of service or a gala fundraiser, learn how to connect all the pieces for a more holistic approach to engagement