Upic University: United Way Technology Podcast
By Winston Faircloth
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Podcast Description
United Way technology and best practices podcast, featuring Upic Solutions members and non-profit thought leaders
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Clean020 Upic U: What's Your Purple Goldfish - Stan Phelps | How do you stand out in a sea of sameness? What's Your Purple Goldfish (WYPG?) is about differentiation via added value by marketing to your existing customers with giving little unexpected extras. The end result is increased sales, happier customers and positive word of mouth. Since November 2009, Stan Phelps has been on a mission to collect 1001 outstanding customer service stories that demonstrate the concept of Marketing Lagniappe --- giving little unexpected extras. He has recently released his new book What’s Your Purple Goldfish: How to Win Customers and Influence Word of Mouth and Stan will be a keynote speaker at the Upic Summit to be held April 18-20, 2012 in Cincinnati / Northern KY. In this episode, we will discuss: • How Stan began his journey of discovery of great customer engagement • What is Marketing Lagniappe • What is a Purple Goldfish • Basic ingredients /rules of a purple goldfish • 12 types of purple goldfish We invite your participation in future Upic University podcast sessions. Please send comments or questions to feedback@upicsolutions.org or call our 24 hour listener feedback voice mail line (toll-free) at 1-866-800-9898 | 1/17/12 | Free | View In iTunes |
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019 Upic U: Upic’s 10th / Betsy Lowder | Spring 2011 marks the 10th anniversary of the formation of Upic Solutions as a stand-alone 501 c 3 non-profit technology organization owned and managed by United Ways. Over the next several podcast episodes, we will be interviewing some of the founding members of the original organization. In today’s episode, we will interview Betsy Lowder, CFO of the United Way of Greater High Point (NC). During Upic’s formative days, Betsy was instrumental as a member of the original Operations Council –a group of finance and operations professionals which helped develop strategies/tactics around the services Upic would offer to the founding members and eventually other United Ways. High Point (Metro 2) is the smallest Upic founding community, but has the same voting strength as any of the larger Upic founding members Betsy’s initial involvement as a founding Upic member High Point as pilot for new Upic services Thank you program and improved pledge collections Online training via Upic University Substantial savings for Metro 2 United Way Upic blog leads to $26,000 grant for High Point Pledge processing improvements using Upic services Betsy’s hopes for the future of Upic | 5/2/11 | Free | View In iTunes |
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018 Upic U: Upic’s 10th / Rob Reifsnyder | Spring 2011 marks the 10th anniversary of the formation of Upic Solutions as a stand-alone 501 c 3 non-profit technology organization owned and managed by United Ways. Over the next several podcast episodes, we will be interviewing some of the founding members of the original organization. In today’s episode, we will interview Rob Reifsnyder, President and CEO of the United Way of Greater Cincinnati (UWGC). During Upic’s formative days, Rob was the CEO of Metro United Way (MUW) in Louisville, KY. During the late 1990’s, Metro United Way participated in a series of regional meetings to explore shared technology resources. Rob was instrumental in recruiting several Upic founding member United Ways following the initial feasibility study. In addition, Metro United Way piloted the remote hosting service known as Upic Virtual Office back in 2004. Overview of Rob’s United Way career Louisville’s decision to join as a founding Upic board member Benefits of being part of Upic from the CEO perspective Cincinnati’s IT experience during Hurricane Ike aftermath UWGC’s move to Microsoft CRM platform-StratusLIVE CRM Rob’s thoughts about the future direction of Upic Cincinnati’s Bold Goals for their community | 4/29/11 | Free | View In iTunes |
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017 Upic U: Upic’s 10th/Brian Gallagher | Spring 2011 marks the 10th anniversary of the formation of Upic Solutions as a stand-alone 501 c 3 non-profit technology organization owned and managed by United Ways. Over the next several podcast episodes, we will be interviewing some of the founding members of the original organization. In today’s episode, we will interview Brian Gallagher, President and CEO of United Way Worldwide (UWW). During Upic’s formative days, Brian was the CEO of the United Way of Central Ohio in Columbus. During 1999, the United Ways in Columbus and Cincinnati co-sponsored a feasibility study to explore the potential benefits of sharing technology resources. The end product of that study became the stand-alone non-profit organization known as Upic Solutions today. | 4/27/11 | Free | View In iTunes |
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016 Upic U: Upic's 10th Anniversary - Dick Aft | Spring 2011 marks the 10th anniversary of the formation of Upic Solutions as a stand-alone 501 c 3 non-profit technology organization owned and managed by United Ways. Over the next several podcast episodes, we will be interviewing some of the founding members of the original organization. In today’s episode, we will interview Dick Aft who was then the CEO of the United Way of Greater Cincinnati. Dick is considered the “Father of Upic” by many due to his initiative to bring several regional United Ways together in the mid-1990’s to discuss the potential benefits of a closer working relationship between the United Ways. Those meetings lead to a working agreement for IT services between the United Ways in Lexington, KY and Cincinnati, OH---which formed the foundation of the newly formed Upic in 2001. Inviting regional UW’s together to discuss potential areas of cooperation Lexington and Cincinnati’s early pilot project on IT services Principles which proved vital during the early formative days of Upic Columbus and Cincinnati pursue feasibility study and next steps Funding and staffing the new organization Dick turns the tables and asks “What’s next for Upic”? Dick’s challenge for Upic’s 15th anniversary The difficult choice as CEO: how to best outsource/fulfill mission | 4/21/11 | Free | View In iTunes |
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015 Upic U: Andar Conference Interviews | Live from the Andar User Group conference, Upic's “cub reporter” Jan Atterson interviews two Upic members about their impressions of the recent Andar enhancements and their experiences as an Upic Solutions member. Melissa Bruck, Data Services Manager from United Way of Greater Dayton and Ed Post, title TBD from Metro United Way in Louisville, KY | 4/14/11 | Free | View In iTunes |
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014 Upic U: United Way History with Dick Aft | In today’s episode, we will talk with United Way historian Dick Aft (retired CEO of the United Way of Greater Cincinnati) who discusses several United Way history books he has authored over the past several years. Dick is considered the “father” of Upic as he organized meetings of United Ways around the Cincinnati OH region during the 1990’s. | 4/12/11 | Free | View In iTunes |
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Clean013 Upic U: Andar 2011 Top Enhancements | On the eve of the 2011 Andar User Group conference, we are joined by Patti Sperry--Upic's new Andar practice leader. Patti covers the major enhancements in the Andar 2011 release and shares the process Upic uses to select and inform our members about the product's growth. | 2/28/11 | Free | View In iTunes |
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Clean012 Upic U: Your United Way Story--Bill Kitson | Upic University is introducing another new feature of the podcast, following the United Way careers of our member organizations. Today we'll meet Bill Kitson. Bill has served as CEO of the United Way of Greater Toledo for the past 5 plus years. On the Upic board, Bill is the immediate past Board chair. How a family visit in 1988 turned into a United Way career Differences in United Way career options then versus now Advancing the community agenda as a neutral agent of change Why long term relationships are key to UW career success New UW imperatives: Invite/Connect/Commit Toledo's new Green headquarters Bill's future vision for Upic as a collaboration We invite your participation in future Upic University podcast sessions. Please send comments or questions to feedback@upicsolutions.org or call our 24 hour toll-free listener feedback line at 866-800-9898. | 2/21/11 | Free | View In iTunes |
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Clean011 Upic U: Upic Geek/David Poe | Today’s Upic University podcast features David Poe, Upic’s newly appointed Chief Services Officer. In David’s new role, he will be responsible for bringing together all Upic service resources to enhance our United Way member’s service experience. In this session, we cover: • David’s new role, as Chief Services Officer • His near term priorities in meeting the needs of our members • Upic’s latest hardware investment to improve system performance • Cloud computing and United Way • And a little known piece of trivia about David’s talents We invite your participation in future Upic University podcast sessions. Please send comments or questions to feedback@upicsolutions.org or call our 24 hour toll-free listener feedback line at 866-800-9898. | 2/17/11 | Free | View In iTunes |
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Clean010 UpicU - Andar360 & CRM with Réal Bédard | Today's Upic University podcast features Réal Bédard, executive vice president of Helix, the software producer of Andar 360. Réal has worked with Helix and United Ways for over 20 years, developing the software package used by more United Ways than the other software products combined. In this session, we cover: • Upic's 2001 early adoption of Andar as our standard campaign platform • Development of Andar: new features and functionality • Pitfalls of software silos: why an integrated platform is better • United Way’s emerging focus on CRM and Andar’s response to the marketplace • Why software training is not a one-time event We invite your participation in future Upic University podcast sessions. Please send comments or questions to feedback@upicsolutions.org. | 2/15/11 | Free | View In iTunes |
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Clean009 Upic U: Upic Geek/Jim Mead | In today’s session, we introduce a new segment on the Upic University podcast where we feature a member of the Upic team. Jim Mead is the longest tenured Upic team member, starting as a volunteer during Upic's formative years and as our first United Way hire in 2004. In today's session, we cover: • United Way career before coming to Upic. • Changes you've seen at Upic since 2001 • Describe your new role as CRM Lead • What are your priorities over the next few months? We invite your participation in future Upic University podcast sessions. Please send comments or questions to feedback@upicsolutions.org or call our 24 hour listener feedback voice mail line (toll-free) at 1-866-800-9898. | 2/10/11 | Free | View In iTunes |
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Clean008 Upic U: Benefits of Joining Upic/Gil Betz | In today’s session, we meet Gil Betz, Chief Strategy Officer of Metro United Way (Louisville, KY). Over the past nine years, Gil has lead MUW’s efforts to provide excellent services both internally for staff and externally for the community. Gil currently serves as Chair of the Upic Operation’s Council, a subcommittee of the Upic Board. Topics covered in this session include: Drivers that made UW consider outsourcing What UW outsourced, what UW kept in-house and why Operational/financial benefits of using Upic: $250,000 savings+ Advice for any executive considering outsourcing Gil’s vision for Upic as a collaboration | 2/8/11 | Free | View In iTunes |
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Clean007 UpicU - Preparing United Ways for CRM | In today's episode, we discuss preparing United Ways for CRM with Rick Collins from the United Way of Central Ohio (Columbus). · State of the United Way before the CRM journey, · Preparing the staff culture for relationship management, · Big early wins in data gathering and business processes, · Assessing UW's progress two years into their CRM journey, and · Lessons learned so far. Upic U is a virtual classroom where we share technology tips, social media insig | 9/10/10 | Free | View In iTunes |
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Clean006 UpicU - Building Relationships w/ Craig Wood | Over 70 United Ways have joined the CRM (constituent relationship managment) movement, with an emphasis on cultural change, business process reengineering and yes, technology investments. Craig Wood from Clarity Group provides his perspective as UWW's strategy partner in this field. | 8/25/10 | Free | View In iTunes |
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Clean005 UpicU- Virtual Campaign Kickoff- Alicia Stevens | Looking for a creative way to engage your supporters beyond the traditional United Way kickoff event? In this episode, you will meet Alicia Stevens from the United Way of Greater Cincinnati. On August 25, 2010, this United Way will be hosting their 2nd annual online “Virtual Kickoff” hosted by INXPO.com. In this episode, we will discuss: what is a Virtual Kickoff, what can people to expect to see when they visit, how does it differ from a traditional kickoff in terms of participation/engagement, and how to register at www.liveunitedgc.org. | 8/7/10 | Free | View In iTunes |
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Clean004 UpicU- NonProfit Mergers & Alliances -Tom McLaughlin | We interview Tom McLaughlin, the author of Nonprofit Mergers and Alliances. Tom was the lead consultant during Upic’s formation during 1999-2000. In this episode, Tom shares: his recollections about Upic’s early days, definitions about the different types of non-profit collaborations, why collaboration efforts sometimes fail, tips to help determine which organizations are serious about collaboration, and a few words of advice for future United Way collaborations. | 8/7/10 | Free | View In iTunes |
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Clean003 UpicU - Live United Y'all - Erin McMahon | Live United Y'all is the Metro United Way (Louisville, KY) blog and we interview the creative force behind many of MUW's social media efforts, Erin McMahon. | 7/19/10 | Free | View In iTunes |
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Clean002 UpicU- Collaboration History | Origins of Upic Solutions/United Way technology collaboration from the perspective of our founding CEO, Winston Faircloth | 7/8/10 | Free | View In iTunes |
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Clean001 UpicU - Welcome to the U! | Where Upic geeks and United Ways meet. Discuss objectives for the UpicU podcast, intro your hosts and invite comments/questions via our podcast listener line at 866-800-9898. | 7/2/10 | Free | View In iTunes |
| Total: 20 Episodes |
- Free
- Category: Non-Profit
- Language: English
- © Upic Solutions - Powerful technology. Empowering United Ways.
