Events and systems

JULIE MICHAELSON

**** ******* ***** **** ** CREE K, CA 94596 *************@*******.*** 650-***-**** Resourceful Events and Systems Administrator with 10+ years in coordinating large-scale events from planning through execution up 300-700 guests. As a fastidious person with a “can-do” attitude, I am a self-driven person who is adept at developing creative ideas and developing innovative solutions to problems. Today, I am looking to contribute and join a goal-driven team where I can perform high-level functions to drive business to success. EXPERIENCE

Systems and Events Associate

Tenderloin Neighborhood Development Corp. April 2014 – Dec 2020 San Francisco, CA

EVENTS

• Managed and coordinated to 2 VIP pre-events annually with a budget between $2,000 and $4,000.

• Contributed to planning 2 signature events annually totaling 14 events and up to 500-700 guests.

• Collaboratively worked with a team of 6 to brainstorm and implement plans and concepts.

• Build complex online registration sites and responsible for resolving technical problems.

• Served as the senior subject matter expert on team workflows, testing of new processes or systems.

• Facilitated, tracked, and monitored vendor contracts to ensure contract terms and signatures.

• Contributed to sponsorship activities: packaging, soliciting 20-30 corporate sponsors per event, including follow-up, closing, and invoicing.

• Successfully implemented an event tracking system and process; managed and monitored sponsorship sales, ticket sales, RSVPs, pledges.

• Responsible for pre- and post- event financial and data reconciliation and reporting.

• 4 years of supervisory experience; demonstrated in training, overseeing, and reviewing performance goals.

• Collaborated with the Communications Manager to ensure timely production of mailings or e- blasts of solicitation letters/emails, and event acknowledgments. SYSTEMS

• 7 years of Raiser’s Edge (RE) configuration and administration management.

• Implemented and installed 2 Blackbaud cloud-based e-marketing fundraising CRM solutions.

• Successfully moved Raiser’s Edge CRM to Blackbaud Raiser’s Edge NXT cloud-based.

• Implemented and installed a 3rd party cross-system ImportOmatic to sync data between multiple fundraising systems, such as MailChimp.

• Drove a collaborative tooling solution with the Finance department to bridge a system gap between functions.

• Managed large-scale RE database clean-up projects, related to duplicate, inactive, incomplete records.

• Maintained table and coding in RE for better data management and reporting.

• Responsible for reporting on all aspects of the database. Reporting metrics, analyzing trends, gathering, and managing multiple complex lists, and reports.

• Worked closely with Finance staff: reconciled $100,000+ monthly and $2.5+ annually, including to ensure that data is properly coded and communicated to the accounting software Yardi.

• Secured database by developing policies, procedures, and controls.

• Managed all money entry (checks, cash, credit cards, workplace, foundation, DAFs, securities, wire transfers, online giving on various platforms, matching) and pledge entry. Successfully launched the following marketing CRMs:

• 2019 - Blackbaud/Online Express

• 2019 - Blackbaud/ImportOmatic

• 2018 - Migration of Raiser's Edge to the cloud and NXT staff training.

• 2014 - Blackbaud Convio Go (Luminate) CRM

Interim Campaign and Major Gifts Development Coordinator UCSF Benioff Children's Hospital Oakland Dec 2013 – Feb 2014 Oakland, CA

Provided organizational and administrative support to the foundation team, while coordinating activities for UCSF and Oakland Children’s Hospital affiliation launch in 2014. STEWARDSHIP & EVENTS

• Responsible for researching, cold-calling, and discovering a fresh new pool of high-profile constituents.

• Produced emails/home addresses from Raiser’s Edge to invite executives and CEOs to the Foundation’s private events of 300+.

• Managed mail merges/mailings, event collateral, and note-taking.

• Managed 4-6 RSVP lists daily.

DATABASE & REPORTING

• Managed the Gift Officer’s prospect & proposal activities, including contacts, calendar, and gift acknowledgements.

• Pulled and redesigned constituent summary reports from Raiser’s Edge; presented reports to the Senior Gift Officers for cultivation purposes.

Development and Marketing Associate

Camp Fire Central Puget Sound April 2013 – Dec 2013 Seattle, WA

MARKETING

• Wrote, edited, and maintained the organization’s monthly newsletter and email blast.

• Managed all social media outlets, including the organization’s blog by generating content to capture a variety of audiences.

• Responsible for design, approval, and invoice process.

• Successfully negotiated prices with local magazines and newspapers for advertising space. EVENTS & DATABASE MANAGEMENT

• Managed the organization’s special events in preparing invitation content and distribution.

• Successfully managed multiple events by handling all RSVPs.

• Wrote, solicited, and tracked procurement items for the organization’s auction events.

• Managed the organization’s donor database, along with processing gifts and acknowledgments.

• Managed gift entry and donor acknowledgements.

DEVELOPMENT COMMITTEE

• Managed the monthly committee meetings by organizing board materials and taking minute notes.

• Tracked the departments fund-raising goals quarterly and annual. Development Associate

Washington State CASA (WaCASA) Oct 2012- April 2013 Seattle, CA

COMMUNICATIONS & ANNUAL FUND

• Wrote and coordinated direct-mail appeals; through budgeting and negotiating print prices.

• Managed the organization’s website WordPress, wrote engaging, dynamic content and managed maintenance.

• Crafted and posted engaging posts for Facebook and Twitter daily. DONOR DATABASE MANAGEMENT

• Successfully created, edited, and launched the organization’s online donation and event registration platform in integration with Blackbaud NetCommunity.

• Created and generated Raiser’s Edge reports for direct-mail campaign and gift reporting. ACCOUNTING & HR ADMINISTRATION

• Implemented monthly gift reconciliation.

• Managed accounts receivable, payable, and payroll.

• Maintained grid to track group PTO for HR purposes, and handled all employee benefits. EDUCATION & TRAINING

Bachelor of Arts in Psychology, 2005-2010, San Francisco State University TECHNICAL PROFICIENCIES

ACTIVITIES & AWARDS

Special Events Chair, 2019 – Current Member, 2018 – Current Member, 2015 – Current Junior League of Oakland-East Bay Junior League of Oakland-East AFP Golden Gate Chapter www.linkedin.com/in/julie-michaelson

• Microsoft: Word, Excel, PowerPoint. • Adobe Acrobat Reader

• WordPress

• Google Docs

• DocuSign

• Blackbaud Raiser’s Edge NXT

• ImportOmatic

• Dropbox

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