Experience

Call Simulator

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Chief Experience Officer

  • Apr 2022 - Present

  The Call Simulator ™ platform delivers immersive training that harnesses the power of Conversational AI and Generative AI to create realistic, Speech-to-Speech conversation simulations. With current training processes, most organizations spend 6 months training call center employees, with average turnover rates of 44%. Call Simulator’s technology allows for significantly reduced cost and increased speed to proficiency among call center employees. Call Simulator, Conversation Training as a… Show more The Call Simulator ™ platform delivers immersive training that harnesses the power of Conversational AI and Generative AI to create realistic, Speech-to-Speech conversation simulations. With current training processes, most organizations spend 6 months training call center employees, with average turnover rates of 44%. Call Simulator’s technology allows for significantly reduced cost and increased speed to proficiency among call center employees. Call Simulator, Conversation Training as a Service, provides all organizations with the capacity to Safely Practice to Perfection all conversations that matter. Show less The Call Simulator ™ platform delivers immersive training that harnesses the power of Conversational AI and Generative AI to create realistic, Speech-to-Speech conversation simulations. With current training processes, most organizations spend 6 months training call center employees, with average turnover rates of 44%. Call Simulator’s technology allows for significantly reduced cost and increased speed to proficiency among call center employees. Call Simulator, Conversation Training as a… Show more The Call Simulator ™ platform delivers immersive training that harnesses the power of Conversational AI and Generative AI to create realistic, Speech-to-Speech conversation simulations. With current training processes, most organizations spend 6 months training call center employees, with average turnover rates of 44%. Call Simulator’s technology allows for significantly reduced cost and increased speed to proficiency among call center employees. Call Simulator, Conversation Training as a Service, provides all organizations with the capacity to Safely Practice to Perfection all conversations that matter. Show less



WorkingPhilanthropy.com

• Philanthropy

• Co-founder

  • Dec 2008 - Present

  WorkingPhilanthropy.com LLC works with leading nonprofits, educational institutions, and companies on a variety of projects, including prospect identification and management, social media, due diligence, and implementation and development of cloud-based, donor management and engagement platforms. WorkingPhilanthropy.com LLC works with leading nonprofits, educational institutions, and companies on a variety of projects, including prospect identification and management, social media, due diligence, and implementation and development of cloud-based, donor management and engagement platforms.



Big Good: Philanthropy in the Age of Big Data & Cognitive Computing

• Editor

  • Sep 2017 - Present

  Big Good was published in October 2017. You can find it on Amazon in Kindle and paperback. Big Good: Philanthropy in the Age of Big Data & Cognitive Computing is written for the people who need actionable insights to help them meet the challenges of their organization’s mission. For a generation, author David Lawson has been on the leading edge of turning technology and data into invaluable tools for NGO’s. David’s goal with this book is to help NGO leaders, staff, and… Show more Big Good was published in October 2017. You can find it on Amazon in Kindle and paperback. Big Good: Philanthropy in the Age of Big Data & Cognitive Computing is written for the people who need actionable insights to help them meet the challenges of their organization’s mission. For a generation, author David Lawson has been on the leading edge of turning technology and data into invaluable tools for NGO’s. David’s goal with this book is to help NGO leaders, staff, and supporters understand what makes Big Data and Cognitive Computing different, and how it can be applied to their important work. This is not a “how-to” but rather a “why-do” book, designed to spark your imagination and get you excited about embracing the most transformational technology yet created. Show less Big Good was published in October 2017. You can find it on Amazon in Kindle and paperback. Big Good: Philanthropy in the Age of Big Data & Cognitive Computing is written for the people who need actionable insights to help them meet the challenges of their organization’s mission. For a generation, author David Lawson has been on the leading edge of turning technology and data into invaluable tools for NGO’s. David’s goal with this book is to help NGO leaders, staff, and… Show more Big Good was published in October 2017. You can find it on Amazon in Kindle and paperback. Big Good: Philanthropy in the Age of Big Data & Cognitive Computing is written for the people who need actionable insights to help them meet the challenges of their organization’s mission. For a generation, author David Lawson has been on the leading edge of turning technology and data into invaluable tools for NGO’s. David’s goal with this book is to help NGO leaders, staff, and supporters understand what makes Big Data and Cognitive Computing different, and how it can be applied to their important work. This is not a “how-to” but rather a “why-do” book, designed to spark your imagination and get you excited about embracing the most transformational technology yet created. Show less



UC Innovation

• United States
• Software Development
• 1 - 100 Employee

• VP, Advancement Insights; Advisor, ascend AI

  • Sep 2020 - Oct 2022

  Founded in 2011, UC Innovation is a CRM Solutions & Services company with extensive expertise in Salesforce implementations and building managed products on Salesforce for Higher Education organizations. Our ascend product is the most comprehensive Advancement solution available on the Salesforce AppExchange. From managing complex gift processing requirements to providing robust prospect management capabilities for gift officers and prospect development professionals, ascend handles it all. Our… Show more Founded in 2011, UC Innovation is a CRM Solutions & Services company with extensive expertise in Salesforce implementations and building managed products on Salesforce for Higher Education organizations. Our ascend product is the most comprehensive Advancement solution available on the Salesforce AppExchange. From managing complex gift processing requirements to providing robust prospect management capabilities for gift officers and prospect development professionals, ascend handles it all. Our team of certified Salesforce experts are there every step of the way to make sure clients reach their goals on-time and on-budget. To learn more, please visit https://www.ucinnovation.com/s/. During my tenure as Vice President, Advancement Insights, I developed the ascend AI product line, which leverages Tableau CRM (now known as Salesforce CRM Analytics). Through October 2022, I continued as an Advisor, helping UC Innovation clients successfully implement ascend AI. Show less Founded in 2011, UC Innovation is a CRM Solutions & Services company with extensive expertise in Salesforce implementations and building managed products on Salesforce for Higher Education organizations. Our ascend product is the most comprehensive Advancement solution available on the Salesforce AppExchange. From managing complex gift processing requirements to providing robust prospect management capabilities for gift officers and prospect development professionals, ascend handles it all. Our… Show more Founded in 2011, UC Innovation is a CRM Solutions & Services company with extensive expertise in Salesforce implementations and building managed products on Salesforce for Higher Education organizations. Our ascend product is the most comprehensive Advancement solution available on the Salesforce AppExchange. From managing complex gift processing requirements to providing robust prospect management capabilities for gift officers and prospect development professionals, ascend handles it all. Our team of certified Salesforce experts are there every step of the way to make sure clients reach their goals on-time and on-budget. To learn more, please visit https://www.ucinnovation.com/s/. During my tenure as Vice President, Advancement Insights, I developed the ascend AI product line, which leverages Tableau CRM (now known as Salesforce CRM Analytics). Through October 2022, I continued as an Advisor, helping UC Innovation clients successfully implement ascend AI. Show less



NewSci, LLC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Data Governance and Ontology Development, Consultant

  • Jul 2017 - Sep 2020

  NewSci serves the education, nonprofit, healthcare, and public sectors. Our mission is to help organization’s do good with great technology. By combining a state-of-the-art cognitive computing platform with deep sector expertise, natural language processing, and machine learning, NewSci is able to unlock actionable insights from all of your structured and unstructured data. The NewSci Insight Reservoir, unlike a traditional data lake, catalogs all of your data as it is ingested. This… Show more NewSci serves the education, nonprofit, healthcare, and public sectors. Our mission is to help organization’s do good with great technology. By combining a state-of-the-art cognitive computing platform with deep sector expertise, natural language processing, and machine learning, NewSci is able to unlock actionable insights from all of your structured and unstructured data. The NewSci Insight Reservoir, unlike a traditional data lake, catalogs all of your data as it is ingested. This prevents data lakes from becoming data swamps. Your data is cleansed, enriched, normalized, and transformed using a built-in recommendation engine in real-time. Data control, including masking, empowers GDPR-level data governance. NewSci Natural Language Processing unlocks the 80%+ of data hidden in documents, social media, audio, video and other unstructured data sources. NewSci creates an ontology configured for your domain and your unique characteristics including location. The NewSci Insight Reservoir has machine learning, deep learning, and NewSci Natural Language Processing fully integrated. We know governance and insight are what you need, not another place to put data, and our platform has been designed to deliver real return on your investment. Show less NewSci serves the education, nonprofit, healthcare, and public sectors. Our mission is to help organization’s do good with great technology. By combining a state-of-the-art cognitive computing platform with deep sector expertise, natural language processing, and machine learning, NewSci is able to unlock actionable insights from all of your structured and unstructured data. The NewSci Insight Reservoir, unlike a traditional data lake, catalogs all of your data as it is ingested. This… Show more NewSci serves the education, nonprofit, healthcare, and public sectors. Our mission is to help organization’s do good with great technology. By combining a state-of-the-art cognitive computing platform with deep sector expertise, natural language processing, and machine learning, NewSci is able to unlock actionable insights from all of your structured and unstructured data. The NewSci Insight Reservoir, unlike a traditional data lake, catalogs all of your data as it is ingested. This prevents data lakes from becoming data swamps. Your data is cleansed, enriched, normalized, and transformed using a built-in recommendation engine in real-time. Data control, including masking, empowers GDPR-level data governance. NewSci Natural Language Processing unlocks the 80%+ of data hidden in documents, social media, audio, video and other unstructured data sources. NewSci creates an ontology configured for your domain and your unique characteristics including location. The NewSci Insight Reservoir has machine learning, deep learning, and NewSci Natural Language Processing fully integrated. We know governance and insight are what you need, not another place to put data, and our platform has been designed to deliver real return on your investment. Show less



The Shephard Group

• United States
• Real Estate
• 1 - 100 Employee

• Expert

  • Sep 2012 - Sep 2020

  We focus on the 10% of your donors who make 90% of your organization’s gifts. We specialize in major gift planning. In addition to the following project-oriented consultations we will be happy to customize a consultation to address your specific priorities and needs: prospect management systems for your organization; policy reviews and audits; prospect identification and analysis; frontline fundraiser training. We focus on the 10% of your donors who make 90% of your organization’s gifts. We specialize in major gift planning. In addition to the following project-oriented consultations we will be happy to customize a consultation to address your specific priorities and needs: prospect management systems for your organization; policy reviews and audits; prospect identification and analysis; frontline fundraiser training.



Center for Philanthropy and Nonprofit Leadership at Rice University

• Member, Fundraising Operations Task Force

  • Aug 2012 - Aug 2016

  Adjunct Instructor and Member for the Fundraising Operations Task Force, to create a certification program. Look for course offerings Spring 2013. Adjunct Instructor and Member for the Fundraising Operations Task Force, to create a certification program. Look for course offerings Spring 2013.



Affinaquest

• United States
• Software Development
• 1 - 100 Employee

• Product Consultant

  • Dec 2010 - Dec 2012

  Worked with developer regarding prospect management within Affinaquest. I continue to advise clients on proper use of Affinaquest and provide database management services for such. Worked with developer regarding prospect management within Affinaquest. I continue to advise clients on proper use of Affinaquest and provide database management services for such.



DonorTrends

• Non-profit Organizations
• 1 - 100 Employee

• Group Director, Fundraising Intelligence Solutions

  • Aug 2009 - Jul 2010

  DonorTrends is the exclusive provider of NOZA@Home and ZoomInfo screening services for fundraisers. DonorTrends Analytics utilizes the most advanced adaptive analytics engine available. The DonorTrends team is comprised of industry leaders who have created some of the most innovative and successful companies serving the fundraising community. While there, I was instrumental in the creation of a new screening and analytics product for nonprofit organizations (TrueGivers and TrueAim). DonorTrends is the exclusive provider of NOZA@Home and ZoomInfo screening services for fundraisers. DonorTrends Analytics utilizes the most advanced adaptive analytics engine available. The DonorTrends team is comprised of industry leaders who have created some of the most innovative and successful companies serving the fundraising community. While there, I was instrumental in the creation of a new screening and analytics product for nonprofit organizations (TrueGivers and TrueAim).



The Nonprofit Buyer

• Non-profit Organizations

• Editor

  • Apr 2010 - May 2010

  Served as editor for The Nonprofit Buyer, a book aimed at helping nonprofit organizations become better consumers. In the book, the author, Andrew Urban, teaches the Nonprofit Buyer Model of Control, a methodology which alleviates the stress commonly associated with big impact purchases. Served as editor for The Nonprofit Buyer, a book aimed at helping nonprofit organizations become better consumers. In the book, the author, Andrew Urban, teaches the Nonprofit Buyer Model of Control, a methodology which alleviates the stress commonly associated with big impact purchases.



Target Analytics, a Blackbaud Company

• PIN Solutions Strategist, Prospect Identification and Management

  • Sep 2008 - Dec 2008

  After Kintera was acquired by Blackbaud and my team was integrated with the Target Analytics consulting team, I continued for a brief period to transition the activities of my team to theirs. After Kintera was acquired by Blackbaud and my team was integrated with the Target Analytics consulting team, I continued for a brief period to transition the activities of my team to theirs.



Kintera

• Software Development
• 1 - 100 Employee

• Director, Strategic Solutions, CRM Analytics

  • Oct 2003 - Sep 2008

  Managed a virtual team of data consultants, who delivered wealth screening results to nonprofit organizations and education institutions. Worked with product engineers to improve our cloud-based CRM. Provided sales support to Kintera sales reps and vice presidents across the country. Managed a virtual team of data consultants, who delivered wealth screening results to nonprofit organizations and education institutions. Worked with product engineers to improve our cloud-based CRM. Provided sales support to Kintera sales reps and vice presidents across the country.



Florida State University Foundation

• United States
• Fundraising
• 1 - 100 Employee

• Associate Director of Research

  • 1998 - 2003

  Managed the prospect research activities of a team of 5, serving 30+ frontline fundraisers and the president of the university. Participated on several internal committees, including the foundation president's committee for "Good to Great," Committee for Acknowledgement and Recognition of Employee Excellence, New Employee Orientation Committee, and the Foundation Retreat Committee. Managed the prospect research activities of a team of 5, serving 30+ frontline fundraisers and the president of the university. Participated on several internal committees, including the foundation president's committee for "Good to Great," Committee for Acknowledgement and Recognition of Employee Excellence, New Employee Orientation Committee, and the Foundation Retreat Committee.



Municipal Code Corporation

• Legal Editor (Supplements)

  • Jan 1991 - Feb 1997

  Edited city, county, and parish ordinances for municipalities nationwide for publication. Edited city, county, and parish ordinances for municipalities nationwide for publication.