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Demystifying Data: Best Practices for Data Management and Analysis

About this event

The Numbers Game

It’s no secret that data is one of the most important assets an organization has. With massive volumes of data generated every day, organizations face challenges in collecting, preparing, and organizing data for analysis. This panel will address the best approach to optimize data handling that can give you an edge. Join our industry experts in this discussion to better understand the concrete ways to effectively manage data that yield maximum benefit.

Meet the Panelists

Brian Lacy, Data Consultant at NPOInfo

Brian Lacy is a data consultant for NPOInfo and principal of Brian Lacy and Associates, a fundraising and data services firm with more than 30 years of experience that provides leading industry resources and veteran talent to maximize opportunities across the giving spectrum. With Expertise in the North American market and connections across the philanthropic landscape, he and his team have worked from higher education to health care to religious and community charities and has created fundraising programs regardless of the size of team or budget. From annual giving solutions to major and principal giving strategies, they have helped more than 400 non-profits raise more than $1 Billion in philanthropic support.

Chris Boyette, Account Executive at AlumniFinder

Chris has more than a decade of experience in the higher education and nonprofit spaces, having served clients at Target Analytics (a division of Blackbaud), Wealth Engine, and now AlumniFinder. Chris has expertise in predictive analytics and wealth screening, and he is particularly passionate about helping nonprofits make more informed strategic fundraising decisions that increase donor revenue and retention. Chris is a subject matter expert in harnessing the power of data and analytics to improve fundraising results. He has spoken at industry conferences, user groups, and seminars. Chris graduated from the University of Arkansas.

Sheri Chaney Jones, Founder & President at SureImpact

Sheri Chaney Jones is the founder and president of SureImpact. A researcher and expert in social impact measurement, she believes in data, metrics, and accountability. Furthermore, Sheri is a thought leader in public sector evaluation and applied organizational research. She is the author of Impact & Excellence: Data-Driven Strategies for Aligning Mission, Culture, and Performance in Nonprofit and Government Organizations (Jossey Bass, 2014). Sheri is passionate about women’s equity and the advancement of girls. She is the Columbus Chapter President of the National Association of Women Business Owners and a Commissioner for the Columbus.

Erin Rodriguez, Executive Director at Root Cause

Erin Rodriguez serves as the Executive Director for Root Cause, a non-profit consulting team that helps drive enduring and effective social change. Before coming to Root Cause, she spent 14 years at YouthBuild USA, serving last as the Chief Quality Officer. At YouthBuild USA, Erin served in many roles, including as a trainer and facilitator of measurement, learning, and improvement initiatives designed to make data a central part of creating change.

What will be discussed?

  • What data management and analytics practices should nonprofits take advantage of?
  • How has data management and analytics changed in light of the pandemic?
  • What metrics should be taken into consideration when planning activities for 2023?

Who should attend?

While we firmly believe that anyone in the nonprofit sector could benefit from learning and thinking about data management and analytics, individuals who work directly on crunching data and activity planning will find this panel the most pertinent.

Earn 20 Cause Coins Today!

When you register and join us live you will earn 20 Cause Coins which can be redeemed for discounts on software for mission-driven businesses and free consultations with industry experts! Learn more about Cause Coins and join NXUnite here.

Interested in being a panelist? Let us know via this survey.

Hosted by

  • Team member
    Team NXUnite NXUnite

    NXUnite is here to make introductions that lead to lasting relationships.

  • Guest speaker
    Sheri Chaney Jones CEO @ SureImpact

  • Guest speaker
    Brian Lacy Data Consultant @ NPOInfo

  • Guest speaker
    Erin Rodriguez Executive Director @ Root Cause

  • Team member
    Hannah Thompson

  • Guest speaker
    Chris Boyette Account Executive @ AlumniFinder


Making introductions that lead to lasting relationships.

NXUnite by Nexus Marketing is an online community resource for change-makers to learn, network, and grow.

NXUnite panels are engaging conversations between Nexus network experts and nonprofit and mission-driven professionals that address what matters to the mission-driven sector.