Your Nonprofit Tech Investment Will Only Pay Off if Your Data is Accurate: Highlights from the Omatic Summit

In our conversations with nonprofits, we hear the same story. Data teams spend too much time reacting to their data: fixing bad imports, chasing duplicates, and reconciling numbers before monthly close. On November 4 and 5, 2026, more than 650 nonprofit professionals joined us for the first Omatic Summit to talk about a better way to work: leading with data instead of reacting to it.

Across two days and ten sessions, three ideas came up often:

• Data is the foundation of every other technology you run: Your CRM, giving platform, accounting system, and email tools are only as useful as the data moving between them.
• AI is only as good as the data that powers it: Point AI at duplicate records and inconsistent fields, and you get the same mistakes, faster.
• The nonprofits that advance technologically will be the ones that prioritize data: The industry leaders will be the ones with good data they can act on, not the organizations with the most tools or the largest budgets.

Missed a session, or had to pick one track? Every session was recorded. Find a link under each recap below and the full library at the end.

The keynotes: where nonprofit data goes next

What’s Next for Nonprofits: A New Vision for Trustworthy Data
Brian Alster, Chief Executive Officer, Omatic

• Trustworthy data is a strategy, not a cleanup project: Clean, connected data isn’t a nice-to-have. It’s the foundation for fundraising growth, financial compliance, and any AI or automation tool worth employing.
• Make your tech fit your mission: Don’t ask what a new tool can do. Ask what becomes possible once you can trust your data.
• Nonprofits have a follow-through problem: More than 50% of technology projects are delayed or abandoned altogether at nonprofits.

Lead the Change: What’s Coming in Omatic Cloud
Blane Warrene, Chief Product and Technology Officer, and Lesley Sablatura, Senior Product Manager, Omatic

• Platform changes are an opportunity: With Database View ending in Raiser’s Edge, Omatic Cloud is being updated so day-to-day data work keeps running through the transition.
• Keeping up with product updates: We are rolling out new features at a steady clip, and staying current can be challenging. You can find our latest releases in our Product Updates blog series and by signing up for our quarterly product webinar on December 16, 2026.

Data Leader’s Track: practical fixes for the people in the database every day

The Sunset of Database View: The Path to Finding Success in Raiser’s Edge NXT Web View
Amy Barker, Integrations Consultant, and Lesley Sablatura, Senior Product Manager, Omatic

Plan the move around your workflows, not your screens: The Database View deadline is fixed. Between now and September 2027, your team should identify those first and build the web view plan around them. Watch this session to learn how to move to web view without losing the workflows your team depends on, including memberships and gift batch.

Get Ahead of Data Decay with Bulk Data Cleanup (AKA the DBA Assistant)
Amy Barker, Integrations Consultant, Omatic

• Data decay never stops, so cleanup can’t be a one-time project: Supporters move and change email addresses every day, and every change is a chance for a duplicate.
• One record at a time can’t keep up: Omatic Cloud’s Bulk Data Cleanup (AKA the DBA Assistant) lets you fix records at scale before small errors compound.

Finance Leader’s Track: less risk, cleaner close

The Finance Leader’s New Playbook: How Finance Leaders Are De-Risking Revenue Management in Uncertain Times
Stu Manewith, Principal Consultant, and Jennifer Standley, Sales Enablement Engineer, Omatic

• When funding is unpredictable, your revenue data can’t be: Accurate, protected revenue data is how finance leaders reduce risk when the outlook is uncertain. But now that fundraisers are getting more creative with fundraising (memberships, merchandise, ticketing, and more) finance professionals need to keep up with more revenue sources than ever.

Audit-Proof Your Close: Where Manual Data Handoffs Put Nonprofits at Risk
Stu Manewith and Jennifer Standley, Omatic

• Every manual handoff is an audit risk: Each export, retyped number, or emailed spreadsheet raises the chance of an error at close.
• Find the handoffs, and you’ve found your fix: Mapping where data changes hands shows exactly where to tighten reconciliation.

Change Leader’s Track: building data you can trust

Data Hygiene in the Age of AI: How to Make the Most of Your Evolving Tech Stack
Shanif Sims and Nick Ackard, Omatic; Brandon Nott, Chief Product Officer, Fundraise Up; Meredith Mitchell, VP of Product Management, Kindsight

• AI won’t fix messy data. It will scale it: Panelists from Omatic, Fundraise Up and Kindsight agreed: AI can only help once the data underneath it is clean and connected.
• Generative AI is still relevant: Agentic AI may be all the rage today, but using AI to analyze data sets is still where many nonprofits should focus their energy.

What We Wish We’d Known: Nonprofit Pros on Building Data They Can Trust
Ryan Carr, Director of Advancement Services, Salisbury School, and Kyle Abraham, Integrations Consultant, Omatic

• Don’t underestimate the cost of wasted staff time: The two nonprofit data experts shared how using staff time inefficiently adds up financially.
• Trusted data frees up time for strategy: Once data lands in the right place at the right time, teams can stop fixing it and start using it to inform strategy. Hear how Ryan Carr suggested shortening the length of an alumni fundraising campaign, which led to a boost in fundraising success.

The Closing Remarks: Database Champion spotlights and building organizational support

How the 2026 Omatic Database Champions Got There (And How You Can Too)
Erin Stender, Chief Marketing Officer, Omatic, with award winners Schneeb Covington (University of Portland), Cynthia Griggs (Denver Public Schools Foundation) and Christine Airhart (A Kid Again)

• There’s no shortcut to a clean database: The award winners were candid about the trial and error behind their success. Many of them pushed spreadsheet capabilities to the limit with workarounds, but only a true integration plan improved data outcomes.

Leading Change From Where You Sit: Winning Buy-In at Every Level
Mallory Margiotta, Director of Product Marketing, and Mac Russel, Director of Enterprise Sales, Omatic

• You don’t need a special title to lead a data project: To make your case with leadership, peers, or board members, frame it by sharing how it will create outcomes that person cares about.

Keep the momentum going

All ten sessions came back to one idea. When your data is clean, connected, and trustworthy, everything else gets easier, and you create clear the way to focus on what matters: your mission.

Pick the sessions that fit your role and watch them on demand. When you’re ready to see what that foundation looks like for your organization, get in touch with us about a demo.

Day	Track	Session and Link
Day 1	Keynote	What’s Next for Nonprofits: A New Vision for Trustworthy Data
Day 1	Data Leader	The Sunset of Database View: The Path to Finding Success in Raiser’s Edge NXT Web View
Day 1	Finance Leader	The Finance Leader’s New Playbook: How Finance Leaders Are De-Risking Revenue Management in Uncertain Times
Day 1	Change Leader	Data Hygiene in the Age of AI: How to Make the Most of Your Evolving Tech Stack
Day 1	Closing	How the 2026 Omatic Database Champions Got There (And How You Can Too)
Day 2	Keynote	Lead the Change: What’s Coming in Omatic Cloud
Day 2	Data Leader	Get Ahead of Data Decay with Bulk Data Cleanup (AKA the DBA Assistant)
Day 2	Finance Leader	Audit-Proof Your Close: Where Manual Data Handoffs Put Nonprofits at Risk
Day 2	Change Leader	What We Wish We’d Known: Nonprofit Pros on Building Data They Can Trust
Day 2	Closing	Leading Change From Where You Sit: Winning Buy-In at Every Level