Boy Scouts of America

CRM Resources

 

CRM Process Videos

CRM (Blackbaud) User Forum Presentations

Report Cookbook (for OLTP) BSA Appeal Progress & Appeal Constituent Reports

 

2024
January 2024 User Forum – Slide Deckrecording
 – Creating 2023 Contribution Statements – Pledge Write-offs – Prior Year – Events & Mapping -Updating Reminders 
February 2024 User Forum – Slide Deckrecording
 – Finishing Up 2023 – Year-End GL Transactions – Tracking 2024 Appeals – BSAFR in Batch
March 2024 User Forum – Slide Deckrecording
 – Global Write-Off – Reports for the 990 – Special Events & Auctions

2023
January 2023 User Forum – Slide Deckrecording
 – Creating 2022 Contribution Statements – Cleaning Up Unposted batches
February 2023 User Forum – Slide Deckrecording
 – Global Write-off – Reports for 990 – Beginning GL FR Transactions – Using Group ID in batch
March 2023 User Forum – Slide Deckrecording
April 2023 User Forum – Slide Deckrecording
 – How GL works in batch entry
May 2023 User Forum – Slide Deckrecording
 – Thorough run-through of Acknowledgements & Reminders – Query vs Reports vs Data List – Searching an Appeal
June 2023 User Forum – Slide Deckrecording
 – Gift Level Programs – Event Attendance Data List – BSAFR Groups explained
August 2023 User Forum – Slide Deckrecording
 – System sync update – Gift Level Programs – Event attendance data list – Designations – Pledge receivable aging report – Pledge reminders
September 2023 User Forum – Slide Deck – recording
 – Pledge Receivable aging – Unworked Constituent Listing – Setting up 2024 Appeals – Scouting Gives helps – CRM Sync issues
October 2023 User Forum – Slide Deckrecording
 – Good Turn Society recognition program – preparing for 2024 
November 2023 User Forum – Slide DeckrecordingBBMS Decline or Rejection Codes
 – Review Batches in CRM – Preparing for Year-End 
December 2023 User Forum – Slidesrecording

2022

January 2022 User Forum – Slide Deck – recording
February 2022 User Forum – Slide Deckrecording 
March 2022 User Forum – Slide Deckrecording
April 2022 User Forum – Slide Deckrecording
   –  Creating Constituent Interactions * Using the Constituent Interaction Data List * Using Development Workspace * Scouting Gives Setup
May 2022 User Forum – Slide Deckrecording 
  –  BBMS Updates * New BSA CRM Host * Deleting Batches * Using Constituent Interaction Data List * Preparing for IRS 990
June 2022 User Forum – Slide Deckrecording
  – Updates to BBMS * New BSA CRM Host * Creating an Unworked Constituent List * Volunteer Awards Data List * New Credit Card Process
July 2022 User Forum – Slide Deckrecording
 – Recording donor-advised funds * cleaning up old batches * new data lists available * update on move to new hosting
August 2022 User Forum – Slide Deckrecording
 – Optimizing batch – Pledge Receivable Aging Report – Payment Reminders – Summary of Appeals – Review of Data Lists available
September 2022 User Forum – Slide Deckrecording
 – Review batch types – Pledge Aging Receivable Report – Creating an Unworked List – Review of Data Lists available
October 2022 User Forum – Slide Deckrecording
 – Creating a 2023 Appeal – Recording Future Year contributions – Review of Data Lists
November 2022 User Forum – Slide Deckrecording
 – Creating 2023 Appeals – Updating Donor Communications – Year-End Revenue Checklist
December 2022 User Forum – Slide Deckrecording
 – Review Year-End procedures for success!

2021

January 2021 User Forum – slide deck – recording
March 2021 User Forum – Slide deckrecording
April 2021 User Forum – Slidesrecording
May 2021 User Forum – Slidesrecording
July 2021 User Forum – Slidesrecording
August 2021 User Forum – Slidesrecording
September 2021 User Forum – Slidesrecording
October 2021 User Forum – Slidesrecording
November 2021 User Forum – Slidesrecording
December 2021 User Forum – Slides – recording

2020

January 2020 User Forum Slides
January 2020 User Forum Recording
February 2020 User Forum Slides
February 2020 User Forum Recording
March 2020 User Forum Slides
March 2020 User Forum Recording
April 2020 User Forum Slides
April 2020 User Forum Recording
May 2020 User Forum Slides
May 2020 User Forum Recording
June 2020 User Forum Slides
June 2020 User Forum Recording
August 2020 User Forum Slideshow
August 2020 User Forum Recording
September 2020 User Forum
September 2020 User Forum Recording
October 2020 User Forum
October 2020 User Forum Recording
CRM Report Cookbook
November 2020 User Forum – SlideshowRecording
December 2020 User Forum – SlideshowRecording

2019
January 2019 User Group Slides
January 2019 User Group Recording
February 2019 User Group Slides
February 2019 User Group Recording
March 2019 User Forum Slides
March 2019 User Forum Recording
Events in CRM – April 3, 2019
Events in CRM – April 3, 2019 – Recording
April 2019 User Group Slides
April 2019 User Group Recording
May 2019 User Group Slides
May 2019 User Group Recording
June 2019 User Group Slides
June 2019 User Group Recording
August 2019 User Group Slides
August 2019 User Group Recording
September 2019 User Group Slides
September 2019 User Group Recording
October 2019 User Group Slides
October 2019 User Group Recording
November 2019 User Group Slide Deck
November 2019 User Group Recording

2018
December 2018 User Group Slides
December 2018 User Group Recording – presentation starts at 1:07 time clock.

Bray Barnes

Director, Global Security Innovative
Strategies

Bray Barnes is a recipient of the Distinguished Eagle Scout Award, Silver
Beaver, Silver Antelope, Silver Buffalo, and Learning for Life Distinguished
Service Award. He received the Messengers of Peace Hero award from
the royal family of the Kingdom of Saudi Arabia, and he’s a life member of
the 101st Airborne Association and Vietnam Veterans Association. Barnes
serves as a senior fellow for the Global Federation of Competitiveness
Councils, a nonpartisan network of corporate CEOs, university presidents, and
national laboratory directors. He has also served as a senior executive for the
U.S. Department of Homeland Security, leading the first-responder program
and has two U.S. presidential appointments

David Alexander

Managing Member Calje

David Alexander is a Baden-Powell Fellow, Summit Bechtel Reserve philanthropist, and recipient of the Silver Buffalo and Distinguished Eagle Scout Award. He is the founder of Caljet, one of the largest independent motor fuels terminals in the U.S. He has served the Arizona Petroleum Marketers Association, Teen Lifeline, and American Heart Association. A triathlete who has completed hundreds of races, Alexander has also mentored the women’s triathlon team at Arizona State University.

Glenn Adams

President, CEO & Managing Director
Stonetex Oil Corp.

Glenn Adams is a recipient of the Silver Beaver, Silver Antelope, Silver Buffalo, and Distinguished Eagle Scout Award. He is the former president of the National Eagle Scout Association and established the Glenn A. and Melinda W. Adams National Eagle Scout Service Project of the Year Award. He has more than 40 years of experience in the oil, gas, and energy fields, including serving as a president, owner, and CEO. Adams has also received multiple service awards from the Texas Alliance of Energy Producers.