Previous Events

Please note that Adapta’s “Answer Time” and “Cake” sessions cover topics at a broad level, and as such any information provided is given for general purposes only and does not constitute professional advice. Participants should not act on the basis of any information provided during a session or in any of its supporting materials without obtaining proper professional advice specific to their situation. Adapta makes reasonable efforts to ensure that the information provided is accurate and reliable, however no warranty is given and it may be subject to change at any time.


CRM in a modern membership organisation

CRM in a modern membership organisation

Wednesday 11th December 2024 at 14:00 GMT

Virtual Zoom event - 14.00-15.15 ,

£0.00    100

Hear from Adapta’s Keith Collins and Mark Dendy as we look at the latest in how membership organisations and associations are adopting CRM solutions to modernise their organisation. In this live webinar and Q&A session we will hope to demystify the topic of CRM, share with you our latest thoughts on the CRM marketplace, and share some highlights and insights from our recent work helping organisations specify, select and implement new CRM solutions .

Supporting Documents

People and technology

People and technology

Thursday 21st November 2024 at 14:00 GMT

Virtual Zoom event - 14.00-15.15 ,

£0.00    100

In a world where technology is becoming more pervasive, where your staff have increasingly easy access to on-line tools and content, where hybrid working begets investment into intangible digital assets rather than physical space; where the skills you need are ever changing and difficult to source how can you ensure your people strategy is fit for the digital age?

Supporting Documents

Grant management solutions and selection

Grant management solutions and selection

Thursday 31st October 2024 at 14:00 GMT

Virtual Zoom event - 14.00-15.15. ,

£0.00    30

There are many suppliers and software packages available to the sector designed to meet the key requirements for managing relationships with beneficiaries, members and other types of contacts, but how do you choose the system that best supports grant-making activities? Hear from Adapta’s Libby Hare and Mark Luckins in this live webinar and Q&A session as we look at the choices and challenges in selecting software to manage grants to other organisations and individuals.

Supporting Documents

CRM, Customer data and cake

CRM, Customer data and cake

Wednesday 25th September 2024 at 14:00 GMT

£0.00    45

Was CRM ever the final word on customer data? What is a customer data platform? How does it differ from a CRM and do you need one? What other options are there for integrating customer data, developing a single customer view, and ensuring that you engage with everyone in a modern, personal way that maximises the value of every relationship?

Supporting Documents

Digital innovation and cake

Digital innovation and cake

Wednesday 17th July 2024 at 14:00 GMT

Royal College of Nursing , 20 Cavendish Square , London , W1G 0RN

£0.00    45

COVID provided the impetus for digital transformation to become a mainstream trustee topic – but what exactly is involved in a digital transformation and where do you start? What does a strategy to transform your organisation look like? In this session we will discuss the key elements to an effective digital strategy and practical ideas for how you can develop one. We’ll hear from leading organisations about where they’ve been successful, where they’ve struggled and how they overcame some of the challenges they faced in becoming more ‘digital’.

Supporting Documents

Volunteer Management Systems

Volunteer Management Systems

Wednesday 26th June 2024 at 14:00 GMT

Virtual Zoom event - 14.00-15.15 ,

£0.00    100

In this live webinar and Q&A session we will look at the role VMS can play in reducing the typically admin-heavy processes of volunteer management, as well as providing a responsive digital engagement platform for both current and potential volunteers. Attendees will leave the session armed with an understanding of the different flavours of VMS that are available, and the productivity, efficiency and cost benefits they can bring.

Supporting Documents

Marketing technology - a briefing for non-profits

Marketing technology - a briefing for non-profits

Thursday 25th April 2024 at 14:00 GMT

Virtual Zoom event - 14.00-15.15. ,

£0.00    100

Hear from Adapta’s Keith Collins and Sian Smith as we explore how the marketing technology landscape is evolving for non-profits, and how and where we see organisations getting maximum benefit from an investment in these tools. In this live webinar and Q&A session we will touch upon some of the latest developments in the offerings, how some of these solutions relate to other tools – i.e. data management, CRM – and take a look at the various use cases for digital marketing platforms.

Supporting Documents

Data: Thinking strategically, and making it real (and cake)

Data: Thinking strategically, and making it real (and cake)

Tuesday 26th March 2024 at 14:00 GMT

Royal College of Nursing , 20 Cavendish Square , London , W1G 0RN

£0.00    45

Third sector organisations who do not have data on the top table as a genuine strategic concern ultimately may struggle to stay fit in the future. Building the right data and knowledge assets is a long term game – if you haven’t started this journey yet then this session is for you. This event will help you understand what a third sector data strategy actually looks like and make some suggestions on how you can actually implement one to ultimately improve your knowledge and ability to deliver your mission.

Supporting Documents

AI - What it means for charities

AI - What it means for charities

Wednesday 6th March 2024 at 14:00 GMT

Virtual Zoom event - 14.00-15.15 ,

£0.00    60

In this live webinar and Q&A session we will hope to demystify the topic of AI, fostering confidence in its adoption and helping charities and non-profits organisations ready themselves for the opportunities and challenges that AI will bring. Attendees will leave empowered with some great ideas on how to create concrete strategies to enhance efficiency, amplify outreach, and adapt to a dynamic future.

Supporting Documents

DPA, Information Security and Cake

DPA, Information Security and Cake

Wednesday 7th February 2024 at 14:00 GMT

Royal College of Nursing , 20 Cavendish Square , London , W1G 0RN

£0.00    45

During this session, we will explore topics such as the latest developments in relation to the new UK Data Protection and Digital Information Bill, the latest risks and threats in relation to cyber security, and what all of that might mean for your organisation. As well as covering relevant emerging topics, we will also give consideration to timeless management principles that can help you stay in control, get people engaged (enthusiastic, even!) about the topic, and turn rigorous protection of your data assets into something that clearly benefits the organisation rather than having it feeling like a compliance or risk minimisation burden.

Supporting Documents

What our clients say

, Vincent Tarpey
Client Quote


Vincent Tarpey
BBC Children in Need

"I found the session to be a really good opportunity to come out of my day-to-day role and think strategically in the company of some peers and other experts."

, Rebecca Matthews
Client Quote


Rebecca Matthews
Climate Group

"It was a really well run and informative event. Was a great opportunity to connect with other charities on the same journey and understand the different pain points. The presentations were really helpful in helping me understand the different approaches out there."

, Lucy Pickles
Client Quote


Lucy Pickles
Blood cancer UK

"Thanks for the event, really enjoyed hearing from other charities about their successes/challenges and the journey they took to get there. Very useful to meet others in the same industry and discuss shared issues across the charity data world."

, Harriet Hart
Client Quote


Harriet Hart
Vegan Society

"Adapta's CRM, Customer Data and Cake event was excellent. It was a jam-packed afternoon full of insights into the world of charity CRMs. The speakers were engaging, the hosts were welcoming, and the cake was delicious! There was a real sense of community to the day. I felt confident in sharing my CRM woes to a room full of strangers in similar professional positions; knowing I would be supported and my questions would be answered. Thank you to the team at Adapta for a brilliant afternoon."

, Allison Liu
Client Quote


Allison Liu
Tearfund

"This event was really well organised by Adapta and very informative. It was great to hear the experiences of other NFPs that have been through a CRM change process and to learn what their challenges and insights were."