Bill is a frequent speaker on Raiser’s Edge and fundraising database technology:

  • bbcon, the Blackbaud Conference:  Bill has spoken at all but three of the conferences since they began in 2000
    • 2020: Mastering Security in Blackbaud Raiser’s Edge NXT; see the presentation, slides, and handout
    • 2019: Managing the “Manager” Part of Database Manager in the Fundraising Profession Today DOWNLOAD
    • 2018: How Would You Enter THIS Gift? (soft credits, DAFs, etc.) DOWNLOAD
    • bbcon “Top 10 Speaker” for the 8 years the honor was announced and the “Top-Rated External Speaker” the year after
  • Blackbaud K-12 UC, the Blackbaud User Conference for K-12 Schools
    • 2019: Best Practices in the Use of Raiser’s Edge Constituent Codes DOWNLOAD
  • Other speaking engagements have included
    • Blackbaud conferences in Canada, the United Kingdom, and San Francisco
    • Association of Fundraising Professionals International Conference on Fundraising
    • Association of Advancement Services Professionals Summit (annual conference)
    • Association of Fundraising Professionals chapter events: San Francisco, Silicon Valley, and Hawaii
    • California Advancement Partnership for Schools Conference
    • Northern California Planned Giving Council
    • California Advancement Researcher’s Association Conference
    • APRA Houston, Texas, chapter
    • and numerous local Raiser’s Edge user groups around the country
  • Attendee comments
    • “Your session on the reality of RE NXT was ‘worth the price of admission’ to the entire event, so thank you for that.”
    • “I attended your session at bbcon, and I have to say, your session (w/Ed, Wed. morning) was my absolute FAVORITE!!!!”
    • “Every. Year. Standing room only and EXCELLENT discussion. Lots of learning here.”
    • “My favorite session at the conference” and from another, “the most useful session at the conference”


In addition to the book Fundraising with The Raiser’s Edge, Bill has written the following articles:

  • “Making the Case for Technology: How to plan for a successful fundraising technology ‘ask.’” Advancing Philanthropy, May/June 2008: 35-37. (Advancing Philanthropy is the official bimonthly magazine of the international headquarters of the Association of Fundraising Professionals.)
  • “Being Good to Your Database.” Advancing Philanthropy, May/June 2007: 37.
  • “Tracking Diversity in Your Organization’s Data.” Advancing Philanthropy, March/April 2007: 14-16.
  • “Database Due Diligence.” Advancing Philanthropy, November/December 2006: 32-34.
  • “Implementing a Recurring Gift Program.” Blackbaud White Paper, January 2004.
  • and see the numerous whitepapers and other resources available on the Resources page of this site.

“Just wanted you to know that you were praised by many at our staff retreat yesterday!

“Thank you so much for the thorough and thoughtful work that you do for us. Please know that everyone on staff really appreciates what you are doing with the database and with training.”

Operations Director
Organization Serving Children, Northern California