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If you’re considering a new AMS, implementing one for the first time or just want to stay up to date on what is out there when it comes to association management software, AMS Fest is the place to be.

Jeff has been the president of Fíonta since co-founding the company (as Confluence) with Lisa Rau in 2001. Jeff has over of twenty years experience in the information technology industry, with special expertise in the organizational issues associated with program creation and growth. Jeff’s direct service work includes managing high profile engagements, providing consulting on […]

When you think of account management, you might think of it as a synonym for “sales.” (If you’ve seen Mad Men, you might also imagine all account managers are Pete Campbell or Ken Cosgrove: bullies with no soul and generally not good people.)  At Fíonta, we take a different approach to account management by embedding it directly […]

Success is never quite satisfying. The better we get at engaging our audience or leveraging our technology, the more we see places for improvement—or, sometimes, a complete overhaul. Some of these problem areas are more expensive than others, and deserve closer attention. They’re expensive in the traditional sense, for example, a clunky payment process for […]

As the year is winding down, now is a great time to reflect on how we as people and our organizations have evolved and changed during such a challenging year. I have been forced by the pandemic to work in a fully remote environment which made me tailor my habits to ensure I can focus […]

Nonprofit organizations are pivotal in addressing a wide range of societal, environmental, and humanitarian challenges. They are driven by a mission to make the world a better place and are constantly striving to enhance their effectiveness. One of the key tools in their arsenal for measuring and improving their performance is outcome and indicator tracking. […]

In many associations, siloed systems force accounting, finance, membership, and revenue-generating teams to rely on manual processes. Integration is necessary for numbers from accounting and membership to match. Salesforce helps associations fearlessly and confidently manage dues and renewals, non-dues revenue, payments, and financial reporting. Cross-department data integration eliminates the need for time-consuming manual entry and […]

As a senior analytics & search engine optimization (SEO) consultant, Jennifer blends “big-picture strategy” and “in-the-weeds analysis” to lead digital strategy and transformation, SEO, CRO, and data analytics for clients. Passionate about working with small organizations and women-owned operations to give them a voice on the web, she has worked with clients for 10+ years […]

Thanks for staying with me. This might be the most important topic I cover in this series – Reconciliation. Reconciliation can be challenging, but if you do it often enough, you will sail through your audits easily because you will know that the transaction entries created by Fonteva match ledgers in your financial system. Fíonta […]

Mental Health America (MHA) was created in 1909 to address the needs of those living with mental illness and promote mental health as a critical part of overall wellness.

Since then, MHA has become the nation’s leading community-based nonprofit promoting mental health. MHA’s programs fall into three main areas – policy and advocacy; education and outreach; and information and referral services – each of which program areas encompass a variety of initiatives offering tools and resources for supporting mental wellness.

MHA was using highly customized versions of the Luminate Customer Relationship Management (LCRM) and Luminate Online (LO) systems which had aged poorly, no longer served MHA’s complex needs cost-effectively, and would become obsolete.

To provide a better experience for MHA staff and improve overall stakeholder management, Fíonta partnered with Mental Health America in migrating from an End-of-Life legacy CRM system to Salesforce Nonprofit Success Pack (NPSP).

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