David DeWolf

A new report from McKinley Advisors, Membership Reset: Delivering on the Promise of Membership, argues that while chasing nondues revenue, associations have neglected to strategically position membership as a core part of their value proposition. Too often, membership "just is" without a clear, intentional strategy. The report highlights the need for associations to re-center membership, making it a key organizing principle. Caroline Baugher, McKinley Advisors Practice Director, emphasizes the importance of identifying and solving the core problems for members.  It's about building a meaningful community and member engagement. As we reflect on these insights, it’s crucial for associations to treat membership with the same intentionality and care as other revenue streams. To read more https://lnkd.in/eE3mxPUm #Associations #MembershipModels #CommunityBuilding #MemberEngagement #NonDuesRevenue #AssociationManagement #Sengii

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In software development, priority drives profitability. When you can't afford to fail, you must ruthlessly prioritize features to ensure you're delivering value to your customers. In this clip, Ascendle's founder and CEO, Dave Todaro, explains how feature priority drives profitability. https://lnkd.in/eCYU_XRw #ascendle #agile #ascrum #featureprioritization #profitability

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If you have a podcast and are looking for a guest, let's connect and see if there's a fit with your audience. Thank you to Michael C. Bertoni for having me on his great show The SaaS Pulse Show and if you are a startup founder or in tech with an interesting story then maybe you should reach out. If you know of anyone who would be a great guest including yourself, please add in the comments. #podcast #saas

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Building Your Legacy: Insights from the GuideTech Podcast with Garrett Shackelford and Logan Meaux Join Garrett Shackelford and Logan Meaux in Episode 7 of the GuideTech Podcast as they explore the critical elements of building a successful business. From setting a clear vision to the importance of writing down goals, this episode is packed with practical advice for outfitters and small business owners. Key Topics Covered: - The importance of a compelling vision - The power of writing down goals and visions - Embracing change and adaptability in business - Implementing EOS (Entrepreneurial Operating System) and OKRs (Objectives and Key Results) - The significance of weekly meetings for execution - Measuring key results and their impact on business success - Boosting team morale and performance through structured approaches Whether you're an outfitter looking to dominate your market or a small business owner aiming to grow, this episode offers invaluable insights and actionable tips. Don't miss out on the wisdom shared by Garrett and Logan! 🔗 Subscribe to our channel for more episodes and insights. Listen at wherever you get your podcast  https://lnkd.in/ggGmDR9z #MallardBay #GuideTech #TheGuideTechPodcast #OKRs #VisionIntoAction #Podcast #MeasuringKeyResults #EOS #Entrepreneurial-ship #BusinessSuccess #OutdoorIndustry

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Want to mentor a startup? Join Chris Houghtaling, CEO of RaiseLink, as we discuss streamlining the investment process and building fundraising readiness. Listen now: https://lnkd.in/dHACv5ye #investor #investment #accelerator #incubator #mentor #angel #vc #startup #founder #fundraising #crm #sales #consulting #communication #cybersecurity #soc2 #compliance #security #podcast

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While SFTP isnt quite carryer pidgeon it doesn't feel like the most modern integration option, we acknowledge that SFTP integrations, despite not providing feedback during transfers, are still the only option for integrating with some SaaS products. Our latest blog dives into how we utilize Make to streamline CSV file creation, integrating traditional methods with innovative automation. Explore our step-by-step guide to enhance your data processes, even when working with longstanding technologies like SFTP. https://lnkd.in/e-QYCNC5

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Are you a founder of a SaaS company considering a fractional CTO? Burke Autrey, former CTO and current CEO of Fortium, understands your needs. That's why Fortium offers Technology Leadership-as-a-Service, available virtually, fractionally, or on an interim basis, providing you with the right level of support exactly when you need it. 👀Watch our video to learn more - or visit https://hubs.la/Q02w_NFF0 #leadership #saas #technology

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At Vanilla, we ❤️ listening to customers and building solutions that deliver value to advisors, planners, attorneys, and their clients. Client onboarding is an area that we’ve iterated on in the last several months. Earlier in the year, we launched Collaborative Onboarding, allowing advisors and planners to invite clients to enter all or parts of their profile in a rich, visual, and intuitive way. Last week, we launched Estate Health Check 🩺, which is a short (<5 mins) survey that lets an advisor quickly triage and have an initial client conversation. Both of these are powerful tools in a suite of onboarding capabilities that we offer. And we have some cool ideas 💡on how to continue to delight customers which we’ll share in the coming months. Stay up to date on product updates and other material at our blog at https://lnkd.in/gjrzE9AK.

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📣 Pain in the SaaS - Episode 4 📣 We're back with another awesome episode of Pain in the SaaS with our very own Michael Weiner! In this episode, Mike sits down with Rod Gallagher, Ed.D, VP of Global Services at Anthology Inc, a leader in the EdTech space. The two discuss how Anthology used WorkRails to create a hyper-optimized services scoping, quoting, and approval workflow to consolidate and streamline their robust services business. Check it out! https://lnkd.in/giUi5hXp

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Since launching Privv, I've occasionally been advised to consider changing the name to something easier. I appreciate the advice, and love the freedom to reject what doesn't align. The name stands for our operational model that includes 5 critical steps to successfully manage a Capital Project: ⚫ Plan ⚫ Review ⚫ Implement ⚫ Verify ⚫ Validate These steps are built-in to an intuitive SaaS tool that walks the user through all standard tasks required to manage a large-scale capital project. Founders are known to receive a lot of contradictory advice. Stay true to what feels right. #founders #startups #advice

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DataBlend's Zachary Griggs, Olivia Ellis, Mary Meg Rogalski, and special guest, Ethan Carlson, are hosting a webinar on Monday, June 10th, What's new with DataBlend? Get the most out of your integrations. Register here: https://hubs.la/Q02xMnhJ0 The webinar will cover: - Best Practices: Expired Credentials and Setting Notifications​ - Newest DataBlend Connections - DataBlend's Google Sheets App #integration #financetransformation #software #financeinnovation #dataintegration #cfos #controllers #acccounting #finance #data #automation #digitaltransformation #ipaas

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Check out this survey from our friends TSIA

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Join me and my guest, Jason Sayen on an all new smartPRENEUR Podcast. This week we'll discusses the importance of business documentation and how to get started. https://bit.ly/3wJqhMi

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So...it started as a quick catch up with Chris Bigler, an industry colleague and one of the brightest minds I've ever met. That 15-min chat turned into an hour+ as we started volleying thoughts and war stories of all the business technology tools we use, and in what ways they're underutilized, misunderstood, or over-hyped. The next question became: "You think anyone needs to know this?" And the Two Bytes podcast was born! Really excited to launch the Episodes 1-3, and I hope we're able to disarm tech just enough to empower users of all types to explore tools that make a difference in their work. On Spotify, Apple Podcasts and YouTube. Episode 1: Mastering Excel's Best Kept Secrets Episode 2: Understanding Productivity Tools Episode 3: Office 365 Can Do That? https://lnkd.in/gru5Eu7S

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Last week, I was a guest on the SaaS Therapy podcast live recording at @Silicon Slopes. It was awesome getting to chat with Todd Kirk about my research behind driving customer retention. Our conversation focused on shifting from a reactive to a proactive mindset to improve customer results. In the episode, I share how important it is to focus on driving measurable customer results rather than customer satisfaction to achieve exceptional retention. 👉Tune into the episode here: https://lnkd.in/dRZyBTZ6 #BrainStorm #SaaSTherapy #TechTalks

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Sparq Acquires Kingsmen Software - https://lnkd.in/gtdCqT6S Follow #citybizAtlanta - https://lnkd.in/eVpYqRWn Monty Hamilton, Sparq, Bill Clerici, Kingsmen Software #mergersandacquisitions #acquisition #SoftwareDevelopment #digitalengineeringconsultancy #digitalengineering #digitalproducts #digitalapplications #digitalexperiences #AI

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Headed to Information Management Network (IMN) CFO & COO Forum in May? While you’re in California, you won’t want to miss Pereview Software's Jeff Wilson, who will join Dylan Payne from Juniper Square, Mike Sebastian from AppFolio Investment Management, and Jack Swoboda from SymmetRE on a panel moderated by Yardi Systems’ Juan Leon. Join the panel as they explore: ➡️ Common reporting challenges that real estate firms face ➡️ Reports that investors are demanding in this market ➡️ How sophisticated investors are embracing technology to improve their reporting processes ➡️ Opportunities for tech to improve budgeting and forecasting ➡️ Tips for using tech innovation and data management to streamline investor communication After the panel, stop by and talk with Jeff, Daryl E. Pitts and Max Stewart to learn how Pereview can solve your biggest data management and reporting challenges. See why your peers are choosing Pereview at IMN CFO & COO Forum in Dana Point! #IMNevents #realestate #assetmanagement #cre

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PDD keeps getting closer! Check out our final spotlight for speaker, Rob Lineberger Rob will walk through the hidden history of the agile movement and how agile vs waterfall is a sideshow to a deeper issue. Predictive and adaptive methods both shine in different situations. The key is knowing when to use each, and how. There is still time to register. You don't want to miss it! https://lnkd.in/guWxcYaH

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