Bonterra Executive Summit

An hour-long in-person Product Advisory Board (PAB) session for 2024-2025 members with Lauren McCarthy and her team of experts. A hybrid option will be available to members who cannot join in-person.

Join us for a light breakfast and visit the check-in table to pick up your badge

Our executive team will kick off the day and share the inside scoop on what we’ve been working on.

Hear from our CEO, Scott Brighton and our product VP Strategic Philanthropy, Lauren McCarthy.

We’re running surveys to funders and nonprofits throughout the month of March to collect industry benchmarks tied to current events. During this session Lauren McCarthy and her team will share our findings and what they mean for you. Q&A encouraged!

Real customer stories. Share and learn from your peers. Discuss and connect.

We’re currently recruiting customer speakers, please reach out if you’d like to participate, we’d love to have you share your success story. The more attendees who share, the richer this experience will be for all participants.

Enjoy a meal on us, based on your dietary preferences

Join Kellie Capote, our new Chief Customer Officer, as she unveils Bonterra’s customer experience vision and roadmap. Discover how we’re leveraging your valuable feedback to drive proactive enhancements focused on customer delight. From value-added services like Enhanced and Premier Support packages to personalized engagements through QBRs, EBRs, and dedicated CSMs, learn how Bonterra is evolving to help you achieve your objectives more effectively than ever before.

Deep dive, connect, and achieve breakthroughs. Share and learn from your peers, with Bonterra experts facilitating rich discussions.

Format: Each person, in a small group of 4 customers, gets 5 minutes to share a recent win, current project, and key challenge. This is then followed by a 10-minute group discussion and feedback on how to overcome challenges.

Take a few moments to stretch and chat with your neighbors and grab some refreshments

We’re thrilled to bring on Dr. John Brothers, a renowned philanthropic leader, who recently served as the President of the T. Rowe Price Foundation and T. Rowe Price Charitable, managing over $750M in assets, nearly $150M in yearly giving, and over 10K donors and community partners. Under his leadership, T. Rowe Price became a global leader in trust-based philanthropy, partnership, and community engagement, earning numerous awards for its innovative approaches to corporate social responsibility.

You’re sure to leave this session feeling inspired and ready to jump into action.

Enjoy the beautiful terrace attached to the conference room to unwind and network with your peers after a full day of sessions

An exclusive sit-down dinner for all Executive Summit attendees to close off the day at Nick & Sam’s Steakhouse, conveniently located across the street from the hotel.