Fundraising Systems Management, Reporting and Business Intelligence

In this online course, evaluate system requirements and reporting tools, best practices in data collection, coding, and data hygiene.

people looking at data on computer in lab

Reporting and translating data into actionable information is a primary role in database management. In this course, development professionals will survey principles of database management and learn to utilize robust data and effective tools to support fundraising. While each organization has unique needs, this course will review basic reporting models along with strategies to advance your reporting abilities.

This course meets the prerequisite requirement for the Fundraising Operations Certificate and the elective requirement for the Leadership Institute for Nonprofit Executives (LINE) Certificate.


Section Instructor Format Schedule start date
CPNL3052.S18.1 Chris Cannon, Clint Shipp Online 10 a.m. – 3 p.m. Central time Wednesday, February 7, 2018

Instructor: Chris Cannon

Job Title: President of Strategic Services

Organization:Zuri Group

Degree(s): Bachelor's and master's degrees


Christopher Cannon, CFRE, is Zuri Group’s president of strategic services. His areas of expertise include fundraising strategy and systems, staff and resource management, database management, business intelligence and data reporting, database conversion projects, gift and data processing and technology needs. Prior to joining Zuri Group, Mr. Cannon was a managing associate at Bentz Whaley Flessner, where he provided strategic counsel on database systems, advancement operations and fundraising strategy. He has led fundraising operations and campaign strategy at Saint Louis University, Saint Louis Zoo and the Saint Louis Science Center. He has been a featured speaker at CASE, APRA, AFP, and other conferences and has written articles for AFP's Advancing Philanthropy, APRA's Connections and AHP's Journal. His book, "An Executive's Guide to Fundraising Operations" (Wiley 2011), is the industry resource for maximizing ROI from operations. Mr. Cannon holds a Master's degree from the University of Kansas and a Bachelo's degree from Truman State University.

Job Title: Director of Advancement Services

Organization: Dallas Zoological Society

Degree(s): Bachelor's degrees in economics and finance, master's and Ph.D. in public affairs 

Clint Shipp, PhD,is director of advancement services at the Dallas Zoological Society. Previously, he held a similar positions Trinity University and the University of North Texas. He has been involved in philanthropy and community service for more than a decade. He has experience fundraising and operating nonprofit organizations. Dr. Shipp also teaches in the master's degree program in public administration at The University of Texas at San Antonio and is a frequent speaker at fundraising conferences. He holds a Ph.D. in public affairs from The University of Texas at Dallas, a master's of public affairs and a bachelor's in economics and finance.

Term: Spring/Summer 2018

Start Date: Feb. 07, 2018

End Date: Feb. 08, 2018

Schedule: 10 a.m. – 3 p.m. Central time

Length: One Wednesday and one Thursday

Fee: $285

For AFP Members: $242

CEUs: 0.8

CFRE: 8 points

Note: This course meets the prerequisite requirement for the Fundraising Operations Certificate.






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