Executive leaders don't always have the time to use PatronManager extensively or to fully understand its capabilities. In this special session, you'll have a chance to hear from other leaders about how they're using PatronManager to help guide all aspects of their operation, from custom reports and dashboards to the ins and outs of using…

Our three panelists all work for organizations who manage their membership programs using Donations in PatronManager, rather than Ticket Orders. They’ll share why their accounts were set up this way, and the advantages, as well as the drawbacks, of taking this approach. For all three of these organizations, memberships make up the largest single source…

Keeping an eye on your donation pipeline is crucial for meeting your organization's fundraising goals. In this session, we'll look at how to best utilize the Stage and Probability fields on your donation records and walk through how to build helpful donation pipeline reports.

Want to upgrade or change your Point-of-Sale tickets? With the new Ticket Design Tool, you have the freedom to design your own tickets with our drag-and-drop editor! Learn how to create a clear and patron-friendly design, test your draft version, and have the option to adjust your design later whenever you'd like.

Immerse yourself in the Learning Lab for some hands-on learning! Have a specific report you're working on? Want to work on a new-to-you feature with a member of our team? Drop in and chat with our team or have a place to practice what you've learned from the sessions.

Grab that second cup of coffee in the ballroom before heading to your next session! *Please ensure any allergies or dietary restrictions have been communicated to the Leap team

Learn about the advantages of some of features only available in Lightning to improve the experience for your users. Take page layouts to the next level with Lightning App Builder, track your complex donations using Sales Paths, and view or edit your data more quickly using List Views.

Discover proven strategies for boosting membership and ensuring sustained engagement. This presentation explores essential components of successful membership campaigns, from initial design to long-term management, while highlighting practical tips for leveraging PatronManager’s powerful CRM features. Join us to learn how to attract new members, retain existing ones, and maximize the impact of your organization's mission-driven…

Your staff relies on PatronManager for Donor Management and Ticketing. But what about the accounting department? Traditionally the interface between PatronManager and your accounting system has been manual, tedious, and error-prone. AccountingWare has developed a better alternative. With basically a button press, the accounting entries for donations and ticketing can be integrated into the accounting…

Immerse yourself in the Learning Lab for some hands-on learning! Have a specific report you're working on? Want to work on a new-to-you feature with a member of our team? Drop in and chat with our team or have a place to practice what you've learned from the sessions.

Join us for a hearty lunch in the ballroom and connect with your fellow Patron Management users! *Please ensure any allergies or dietary requirements have been communicated to the Leap team

Can you remember your very first day using PatronManager? In this panel, we’ll discuss tools for getting new users of the system up to speed quickly while fostering a spirit of curiosity and collaboration. From onboarding tips to training best practices, we’ll explore resources and ideas that you can bring back to your new hires…