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Henry Bromelkamp has been invited to speak on many different topics. Here are descriptions of a few of them:
Online Grantmaking: Shared Experiences
Grants Managers Network (Chicago, IL)
April 9, 2008 (moderator and presenter)
This session will include case studies of foundations that have begun online grantmaking.
The presenters will briefly describe their electronic grantmaking process and then participants will have the opportunity to speak with the presenters in a small group setting. Questions the presenters will address include: Does your foundation accept requests online? Do you provide grantee report forms online? Does your foundation send award letters via e-mail? Do you accept electronic signatures? Does your foundation accept a paper application as well? Does your foundation provide all forms via your website? Do your applicants have to have a log-in? What obstacles has your foundation encountered?
Software: Selecting and Implementing a Database System
Grants Managers Network (Chicago, IL)
April 7, 2008 (presenter)
Is your foundation pondering whether to purchase or change grants management software?
Have you been charged with the task of evaluating the need, recommending a software package that will meet your foundation’s grants management requirements, and/or implementing a database system for staff use? This session will provide an overview of the key elements to compare and consider in the software selection/implementation process, including technical specifications and software capabilities, demos and pricing structures, timing, customization and data conversion, training, and ongoing maintenance. Learn from a vendor what you and the vendors need to know to arrive at the best solution.
Using Technology to Enhance Due Diligence
Grants Managers Network (Chicago, IL)
April 7, 2008 (moderator and presenter)
Attendees at this session will learn ways to use technology to improve due diligence. Valuable information will be provided on: due diligence resources and techniques to verify tax exempt status; sources to assist in your evaluation of proposed grant recipients to verify that grant dollars are being used appropriately; enhanced services from GuideStar including Charity Check and Analysts Reports; compliance with the Patriot Act, Executive Order 13224, and other laws and regulations that prohibit financial transactions with terrorists; compliance with the Pension Protection Act of 2006 (H.R. 4); and using technology comprehensively for due diligence and evaluation.
Paperless Office
Webcast by Bromelkamp Company LLC
September 2007
Our clients are automating the way they disseminate and collect information, as well as how they organize and store it. The simple results are less paper, reduced cost, and fewer lost files. The bigger results are integration of systems, reducing the need to write or type as much, the inclusion of electronic files in your backup to prevent data loss, and the ability for several people to look at files (and not lose them!) from multiple locations simultaneously.
Distance Learning
Forum of Regional Associations of Grantmakers (Boston, MA)
June 17, 2007 (moderator and presenter)
Learn more about the theory behind distance learning, background on research behind it, and different technologies they can use for different formats of training such as lectures, or panel interviews, or roundtable discussions, but in nontraditional environments and media that allow participation from multiple locations.
Technology Trends and Uses
Seminar presenter with simultaneous webcast
Minnesota Chapter of Grants Managers Network
May 2007, Northwest Area Foundation (St. Paul MN)
Improving the Corporate Contributions Process with Online Applications
Webcast Moderator
Conference Board
April 2007
Learn how online applications affect the number and quality of submissions, the branding experience of applicants, your internal workflow, and the accessibility of relevant information to both the public and to the company. We'll also compare and contrast the cost and effort of online versus paper processes.
How to Host a Webcast
Webcast Presenter
November 2006, Forum of Regional Association of Grantmakers
Doctor is in Booth
Participant
October 2006, ASF National Conference
Using Technology and Best Practices to Manage Grant Programs
Panel Discussion Participant
October 2006, Rocky Mountain Region, Grant Makers Network in Denver
Using Technology for Managing Scholarships
Panel Discussion Participant and webcast moderator
August 2006, MN Council of Foundations, Minneapolis
Online Applications
Contributions Council for the Conference Board
June 2006 webcast
Choosing Integrated Software for your Foundation
Panelist Participant
April 2006 Grants Managers Network, New York City
Using Technology to Enhance Corporate Contributions
Contributions Council for the Conference Board
April 2006 Webcast
Philanthropic Software Roundtable
Presenter, Council on Foundations' Technology Affinity Group Fall Conference
November, 2005, Princeton, NJ
Five solution providers for the field of philanthropy will share their ideas, insights, and advice during a lively and interactive 60 minute session. Topics that will be covered include: What are the emerging trends in philanthropy that need to be addressed by solution providers? What are the emerging trends in technology in general, and software development in particular, that show great potential for small, medium, and large foundations? What technology standards are important for TAG members to understand and use? What role, if any, does “open source” play for small, medium, and large foundations? What big, painful, scary thing do TAG members need to know about? And what should they be doing about it? hat big, painful, scary thing are solution providers grappling with? And what should they be doing about it? What will philanthropic software look like and feel like in five years?
Using Technology to Enhance Your Grantmaking Due Diligence
Webcast Presenter and Moderator
Conference Board,
November, 2005
Did you know that a tax exempt determination letter is not sufficient proof of tax exempt status? This web seminar provides valuable information on due diligence resources and techniques to verify tax exempt status, sources to help verify that donor dollars are being used appropriately, and compliance with the Patriot Act and Executive Order 13224 and other laws and regulations that prohibit financial transactions with terrorists.
see presentation content (1.6MB Powerpoint file)
Using Technology to Enhance your Grantmaking Due Diligence
Presenter, Minnesota Council on Foundations,
March, 2005, Minneapolis, MN
Also via webcast June, 2005 (see description above)
Web Fundraising and Choosing Software
Presenter, Professional Fundraisers of Southwestern Minnesota
January 2005, Wilmar, MN
As your foundation grows or changes, so does your need for technology to efficiently manage your work. But sometimes people feel overwhelmed or “computer illiterate.” Remember the computer experts are probably “philanthropy illiterate” so you need each other. Henry Bromelkamp will offer insights on two issues facing fundraisers: options for accepting donations online (from free to perfect) and an outline of steps to find and choose software, and plan for its use.
see presentation content (930KB Powerpoint file)
Using Technology to Enhance Your Grantmaking Due Diligence, Webcast Presenter and Moderator
Conference Board,
December, 2004 (see description above)
Choosing Software for Your Foundation
Presenter, Conference of Southwest Foundations,
October, 2004, Incline Village, NV
As your foundation grows or changes, so does your need for technology to efficiently manage your work. This session offers an outline of steps to find and choose software, and plan for its use. Are you entering data in multiple places and then extracting data in pieces to do reporting? If so you may want an integrated system. How do you go about comparing the different products and prices? What costs money besides the software itself, such as staff time, data conversion, training, technical support from the vendor, and future upgrades? When is a good time in your business cycle to implement new software? What are some of the other expectations you should have from your software provider?
see presentation content (1.1MB Powerpoint file)
Online Applications: Best Practices
Presenter, National Scholarship Providers Association
October, 2004, Montreal, Canada
Scholarship applications received online are more complete and more accurate than paper applications, and they go directly into your database, saving you administrative effort. Come learn about best practices from two different scholarship providers, one very large, and one much smaller, to chart your course toward using online applications.
see presentation content (1.6MB Powerpoint file)
Grantmaking in Compliance with US Anti-Terrorism Requirements
Webcast Presenter, Conference Board
June, 2004
This web seminar is intended for senior corporate contributions executives concerning Compliance with the Patriot Act and Executive Order 13224 and other laws and regulations that prohibit financial transactions with terrorists and their supporters. Topics to be addressed include terrorism lists, risk assessment, voluntary best practices guidelines for internationally active charities, using technology to aid compliance, and grantmaking through intermediary organizations.
see presentation content (550KB Powerpoint file)
Using Technology in Your Foundation, Presenter
2002 Educational Workshop Series for Foundation and Endowment Directors and Trustees, Dain Raucher, August, 2002
Technology Tools to Manage a Corporate Contributions Program
Presenter
April, 2001 Conference Board, New York City
May, 2001 Conference Board, Chicago
November, 2001 Conference Board, New York City
Global Giving: Challenges for Technology
Presenter
April, 2001 Conference Board, New York City
May, 2001 Conference Board, Chicago
November, 2001 Conference Board, New York City
Corporate Contributions Management Seminar: Technology Roundtable
Moderator. November, 2001 Conference Board,
New York City
Directions in Technology: Databases and the Web
Presenter: Initiative Fund Retreat, November, 2000,
Owatonna, MN
Grants and Fiscal Officers Peer Review: Technology
Presenter, November, 2000 National Assembly of State Arts Agencies: Trends in Technology and Grant Making. Co-presenter: Center for Arts Management and Technology, Carnegie Mellon University.
Global Grantmaking
Presenter, Fall 2000 Management Seminar on Corporate
Contributions: Strategy, Options and Opportunities. Addressing issues international grant makers face such as currency conversion, addressing, overcoming time zones, etc. September, 2000
Communicating with your Stakeholders Online
Presenter, with the Center for Arts Management and Technology at the 2000 National Summit on Online Grants and E-Philanthropy. July, 2000
Technology Innovations Forum
Panelist, Council on Foundations (COF) Annual Conference Discussion of Grants Management Software. May, 2000
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"Bromelkamp Company knows the business and knows what needs to be done. Great software, free updates, great customer service. Why wouldn't you want that?" -Theresa Sondys, Metro Health Foundation
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