2013-06-19 Association Mgmt Systems featuring Avectra

TRENDS IN ASSOCIATION MANAGEMENT SYSTEMS

FEATURING AVECTRA

Seth Zarny – Partner Buu-Linh Tran – Sr. Manager Howard Pollock – Avectra John Warner - Avectra

Thrive. Grow. Achieve.

WHAT’S ON TAP

• Introductions • Raffa Team • Avectra Team

• Today’s Agenda

• Overview • Key Features • Latest Trends • Key Decision Points • Technology Platform

• Product Demonstration

• Functions • Visibility • Flexibility • ROI

• Q&A

2

DO YOU NEED THE NEW SOFTWARE?

3

Hint – Sometimes You Need to Change Your Software!

MUTUAL INTRODUCTIONS

• WHO IS IN THE ROOM • YOUR ORGANIZATION

– Size – employees – Current Accounting Solutions – Challenges

• Raffa Team – Seth Zarny – Buu-Linh Tran – Evette Collins – Brief Background and Qualifications

• AVECTRA TEAM - HOWARD POLLOCK - JOHN WARNER

4

CORPORATE OVERVIEW

• Financially Strong • Experienced • Innovative

Why Select Avectra?

INDUSTRY LEADING SOCIAL CRM SOLUTION

• 18 year track record with strong industry brand • 200 staff

– Multiple locations including Washington, DC; Illinois; Florida • 1,500+ customers with staff sizes from 1-2,500

representing – Over 37M individuals managed – More than $3B/year running through our solution center

STRONG EXECUTIVE TEAM

• Blend of industry experience with software veterans

Financially Strong

• 29% growth in revenue since 2008 ($42M 2012)

• 99%+ renewal rates

• Debt free

Financial Highlights

• Invested $6M in product development in 2012 – Comparatively 3x more than competitive products in

marketplace

• Extensive Partner Program – Implementation – Value Added Products

Other Items of Note

EXPERIENCED

Organization Chart

Richard Davis President & CEO

Russ Odom, CPA, CGMA CFO

Accounting & Admin = 12

staff

Patrick Dorsey VP, Marketing

Marketing = 8 staff

Peggy Padalino Senior VP, Global

Sales

Sales = 26 staff

Don Prodehl VP, R & D

R&D = 43 staff

Craig Dellorso VP and GM, Customer

Care

Customer Care = 105

staff

Avectra Success

Innovative

Unified Enterprise Architecture

• Create once; distribute to all

• No synching • No data push or

pull

Powerful ToolKit

THE POWER OF ONE Events

Online Marketing

CRM

Business Analytics

E-Commerce

Membership

Fundraisin

g

Advocacy

Online Abstracts

Wealth Screenin

g

360° View of a Member

Avectra Development Sources

• Social CRM • “IdeaStarter” • Mobile Connectivity

– Mobile commerce

• eWeb Gadgets – Widget based technology

• Responsive Design • Fully accessible APIs for any device • Vaulted payments

High Level Initiatives

Demo Agenda

1. Social Platforms

2. Member Engagement

3. Moves Management

4. Crowd Contributing

Q&A following each segment

THANK YOU!

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Buu-Linh Tran Direct: 301-279-6511 E-mail: [email protected] Seth Zarny Direct: 301-279-6500 E-mail: [email protected] Evette Collins Direct: 202-955-6708 E-mail: [email protected]