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ETO Best Practice Coaching Events

Updated this week

Welcome to the Coaching Events Hub!

Consider this page your go-to resource for coaching event registration, on-demand viewing, and more.


What to Expect

  • Tailored to Nonprofits
    Our sessions are designed specifically for nonprofit professionals, addressing your unique challenges and opportunities.

  • Expert-Led Sessions
    Learn from industry leaders, internal product experts, and our specialized training team who will provide you with the latest industry insights and best practices.

  • Real-Life Applications
    Discover how nonprofits like yours can successfully leverage your software to enhance your social good efforts.

  • Interactive Learning
    Engage directly with industry leaders, product experts, and experienced trainers through live Q&A sessions. Take advantage of this unique opportunity to speak with experts and trainers in a live setting!

Upcoming Events

Ready to get started? Join our upcoming live sessions, where you’ll have the chance to interact with top industry coaches and ETO's very own product experts.

Date

Topic

Register

April 8th, 2026

1:30pm CT

Spring Into Impact: Strengthening Case Management & Volunteer Engagement

Event Description

Volunteers bring energy and commitment to your work — but aligning their efforts with program goals takes intention.

This Coaching Event explores how to connect volunteer activity more directly to case management outcomes. We’ll cover ways to improve coordination, increase visibility into contributions, and better demonstrate the value volunteers bring to your organization.

Whether you’re refining existing processes or building new ones, you’ll leave with practical ideas to strengthen collaboration and make volunteer impact easier to measure and share.

April 22nd, 2026

1:30pm CT

Connected for Good: Leveraging Partnerships to Expand Impact

Event Description

Strong partnerships don’t happen by accident — they’re built on clarity, coordination, and shared visibility.

In this Coaching Event, we’ll examine how to improve referral workflows, strengthen communication across organizations, and track shared outcomes more effectively within Apricot. You’ll gain tools to help partnerships operate with greater alignment and less friction.

From small collaborations to broad community networks, this session will help you deepen relationships and extend the reach of your work.

On-Demand Events

Can’t attend one of our live sessions? No worries! Each session is recorded and available on demand after the live event. Explore our library of recordings - available any time to learn at your convenience.

2025

Date

Topic

Recording

December 10th, 2025

Year-End Impact Check: How to Assess, Clean, and Pivot Your Data for 2026

Event Description

Year-end isn’t just a busy season for fundraising—it’s a pivotal moment for impact teams. The data you review, refine, and collect now shapes the story you’ll tell in 2026 and the decisions your organization will make moving forward.

Join us for a practical coaching session designed specifically for impact and program management professionals. We’ll walk through how to evaluate your data in real time, identify what’s missing, and make smart mid-season adjustments that strengthen both your outcomes reporting and your narrative. Then, we will share product specific ways to put these insights to action using your Bonterra tool.

November 12th, 2025

Using Characters and Ethical Storytelling to Connect with Donors

Event Description

Stories are the heart of fundraising — they bring your mission to life and inspire donors to act. But great storytelling isn’t just about emotion; it’s about responsibility, authenticity, and respect for the people whose stories you tell.

In this session, Naheemah McMicheaux-McCallop will explore how to use character-driven storytelling to deepen donor connection while keeping ethics front and center. You’ll learn practical ways to identify and collect stories from your community, gain consent thoughtfully, and frame narratives that uplift rather than exploit.

Join us to discover how ethical storytelling can strengthen trust, spark empathy, and help your organization make a lasting impact.

September 17th, 2025

Healthy Data, Healthy Outcomes: Cleaning Up Your Data in ETO

Event Description

Keeping your data clean isn’t just about good housekeeping—it’s about making sure your database accurately reflects the incredible work your organization is doing.

Join us for this session where we’ll cover best practices for data hygiene, tips for cleaning up your ETO system, and strategies to ensure your reporting truly demonstrates outcomes and impact. You’ll leave with practical steps to strengthen the quality of your data so it can better support your goals and tell your story with confidence.

August 15th, 2025

Achieving Outcomes: Proving Value and Fueling Growth​ with Data

Event Description

Data can be one of your most powerful tools in driving organizational success. Join us for an expert coaching session where we’ll walk through how to track and report on outcomes in Apricot so you can clearly demonstrate your impact—to funders, executives, and your own team.

You’ll learn how to set meaningful success metrics, align your reporting with programming goals, and use data to support strategic decisions. With practical tips and demonstration, this session will show you how to move from simply collecting data to using it to drive growth and prove value.

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