2013-06-19 Association Mgmt Systems featuring Avectra

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The world of technology never stops changing, and certainly the same is true for the world of association management software. Come and see what the latest trends are, and how the right AMS can radically improve your business process. Topics include: *Social Platforms *Member Engagement *Moves Management *Crowd Funding This session is beneficial for associations with large membership.

Technology

TRENDS IN ASSOCIATION
MANAGEMENT SYSTEMS
FEATURING AVECTRA
Seth Zarny – Partner
Buu-Linh Tran – Sr. Manager
Howard Pollock – Avectra
John Warner - Avectra
Thrive. Grow. Achieve.

DO YOU NEED THE NEW SOFTWARE?
3
Hint – Sometimes You Need to Change
Your Software!

MUTUAL INTRODUCTIONS
• WHO IS IN THE ROOM
• YOUR ORGANIZATION
– Size – employees
– Current Accounting Solutions
– Challenges
• Raffa Team
– Seth Zarny
– Buu-Linh Tran
– Evette Collins
– Brief Background and Qualifications
• AVECTRA TEAM
- HOWARD POLLOCK
- JOHN WARNER
4

• Financially Strong
• Experienced
• Innovative
Why Select Avectra?

• 29% growth in revenue since 2008
($42M 2012)
• 99%+ renewal rates
• Debt free
Financial Highlights

• Invested $6M in product
development in 2012
– Comparatively 3x more than competitive products in
marketplace
• Extensive Partner Program
– Implementation
– Value Added Products
Other Items of Note

Organization Chart
Richard Davis
President & CEO
Russ Odom, CPA,
CGMA
CFO
Accounting &
Admin = 12
staff
Patrick Dorsey
VP, Marketing
Marketing = 8
staff
Peggy Padalino
Senior VP, Global
Sales
Sales = 26
staff
Don Prodehl
VP, R & D
R&D = 43
staff
Craig Dellorso
VP and GM, Customer
Care
Customer
Care = 105
staff

Unified Enterprise Architecture
• Create once;
distribute to all
• No synching
• No data push or
pull

THE POWER OF ONE
Events
Online
Marketing
CRM
Business
Analytics
E-
Commerce
Membership
Fundraisin
g
Advocacy
Online
Abstracts
Wealth
Screenin
g
360° View of a
Member

• Social CRM
• “IdeaStarter”
• Mobile Connectivity
– Mobile commerce
• eWeb Gadgets
– Widget based technology
• Responsive Design
• Fully accessible APIs for any device
• Vaulted payments
High Level Initiatives

Demo Agenda
1. Social Platforms
2. Member Engagement
3. Moves Management
4. Crowd Contributing
Q&A following each segment

THANK YOU!
Page 21
Buu-Linh Tran
Direct: 301-279-6511
E-mail: btran@raffa.com
Seth Zarny
Direct: 301-279-6500
E-mail: szarny@raffa.com
Evette Collins
Direct: 202-955-6708
E-mail: ecollins@raffa.com

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2013-06-19 Association Mgmt Systems featuring Avectra

1. TRENDS IN ASSOCIATION MANAGEMENT SYSTEMS FEATURING AVECTRA Seth Zarny – Partner Buu-Linh Tran – Sr. Manager Howard Pollock – Avectra John Warner - Avectra Thrive. Grow. Achieve.

2. WHAT’S ON TAP • Introductions • Raffa Team • Avectra Team • Today’s Agenda • Overview • Key Features • Latest Trends • Key Decision Points • Technology Platform • Product Demonstration • Functions • Visibility • Flexibility • ROI • Q&A 2

3. DO YOU NEED THE NEW SOFTWARE? 3 Hint – Sometimes You Need to Change Your Software!

4. MUTUAL INTRODUCTIONS • WHO IS IN THE ROOM • YOUR ORGANIZATION – Size – employees – Current Accounting Solutions – Challenges • Raffa Team – Seth Zarny – Buu-Linh Tran – Evette Collins – Brief Background and Qualifications • AVECTRA TEAM - HOWARD POLLOCK - JOHN WARNER 4

5. CORPORATE OVERVIEW

6. • Financially Strong • Experienced • Innovative Why Select Avectra?

7. INDUSTRY LEADING SOCIAL CRM SOLUTION • 18 year track record with strong industry brand • 200 staff – Multiple locations including Washington, DC; Illinois; Florida • 1,500+ customers with staff sizes from 1-2,500 representing – Over 37M individuals managed – More than $3B/year running through our solution center STRONG EXECUTIVE TEAM • Blend of industry experience with software veterans

8. Financially Strong

9. • 29% growth in revenue since 2008 ($42M 2012) • 99%+ renewal rates • Debt free Financial Highlights

10. • Invested $6M in product development in 2012 – Comparatively 3x more than competitive products in marketplace • Extensive Partner Program – Implementation – Value Added Products Other Items of Note

11. EXPERIENCED

12. Organization Chart Richard Davis President & CEO Russ Odom, CPA, CGMA CFO Accounting & Admin = 12 staff Patrick Dorsey VP, Marketing Marketing = 8 staff Peggy Padalino Senior VP, Global Sales Sales = 26 staff Don Prodehl VP, R & D R&D = 43 staff Craig Dellorso VP and GM, Customer Care Customer Care = 105 staff

13. Avectra Success

14. Innovative

15. Unified Enterprise Architecture • Create once; distribute to all • No synching • No data push or pull

16. Powerful ToolKit

17. THE POWER OF ONE Events Online Marketing CRM Business Analytics E- Commerce Membership Fundraisin g Advocacy Online Abstracts Wealth Screenin g 360° View of a Member

18. Avectra Development Sources

19. • Social CRM • “IdeaStarter” • Mobile Connectivity – Mobile commerce • eWeb Gadgets – Widget based technology • Responsive Design • Fully accessible APIs for any device • Vaulted payments High Level Initiatives

20.

21. Demo Agenda 1. Social Platforms 2. Member Engagement 3. Moves Management 4. Crowd Contributing Q&A following each segment

22. THANK YOU! Page 21 Buu-Linh Tran Direct: 301-279-6511 E-mail: btran@raffa.com Seth Zarny Direct: 301-279-6500 E-mail: szarny@raffa.com Evette Collins Direct: 202-955-6708 E-mail: ecollins@raffa.com

2013-06-19 Association Mgmt Systems featuring Avectra

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