Data Fitness (Associations & Nonprofits): Get Your Data in Shape for 2021


Webinar: Group live presented online due to COVID-19  ||  Attendance: 37 Associations  ||  Reviews   ♦♦♦♦♦  ||  Really great session. THANK YOU. Very helpful structured way to approach the thinking about this topic. ||  That is a very interesting insight about the graduate students and using that data  || This was a very informative session.  || Thank you Wade and team for the opportunity to share. Also thank you Dave for sharing your journey!  ||  A really good session. || Good presentation and structured strategy/process details.

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(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Title Data Fitness (Associations & Nonprofits): Get Your Data in Shape for 2021
Date Thursday, December 10, 2020
Time 3:30 pm (Eastern Time)
Description Data has become increasingly important over the last decade with the likes of Forrester, Gartner, Forbes, and ASAE citing the benefits of utilizing data to drive decisions as well as the costs of failing to do so. The emergence and lasting effects of COVID-19 has only increased the urgency and necessity of making full use of data and analytics as we adjust to a rapidly shifting landscape with many unknowns.

But what does making use of your data mean, and how does an organization actually do it?

Join us in this session to learn the steps to getting your data in shape for 2021 to inform decisions, adapt to the changing post-COVID climate, and better meet your members and customers’ shifting needs.

Instructor Name Jay Yeo, ORI Results

Dave Jackson, CAE, CPA, MBA, Chief Financial Officer, American Counseling Association

Instructor Name and Bio: Jay Yeo is a consultant and analyst skilled in ensuring client success across diverse qualitative and quantitative research and analytical projects. Ms. Yeo supports various associations, commercial firms, and government agencies by managing structured and unstructured analytical projects, including data benchmarking, collection, modeling, and visualization in alignment with clients’ strategic goals. She is adept at utilizing advanced text analytics methodologies for associations and has presented at several association forums including ASAE, Higher Logic Super Forum, and digitalNow.


Dave Jackson, CFO, American Counseling Association

Dave Jackson joined the American Counseling Association (ACA) as the Senior Director of Finance and Administration in May 2016, becoming CFO as of December 2018. Dave joined ACA after a variety of roles within the nonprofit industry including the American Association of Immunologists, Associated Builders and Contractors, National Geographic, and Johnson Lambert. At ACA, Dave oversees the accounting, finance, information technology, office services, contract administration and legal functions. He also providesstrategic advice and budgetary council to all ACA teams, particularly as the organization is on a journey to build the membership value proposition by strengthening content production. Dave is a licensed CPA in the state of Virginia and graduated with his Master’s of Business Administration from the Duke University Fuqua School of Business. He earned his Bachelor’s of Business Administration in Accounting from the College of William and Mary.

Level Intermediate
CPE (NASBA Category) Information Technology
CAE (Field of Study) Administration
Prerequisites; advance preparation required at least 1-year experience in operations in non profit organization.  No advance preparation required.
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives (minimum of 3)
  • Understand the potential sources of data and the benefits of using them in conjunction with one another
  • Identify the data infrastructure needed to support data-driven decision-making
  • Learn how to assess the state of organizational data
  • Determine how to remedy any gaps or data weaknesses
  • Explore possibilities for data use and application

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