Event Details
Milwaukee, WI
September 22 - 25, 2026
Attain Partners is a Gold Sponsor of aasp Summit 2026, taking place September 22 – 26 in Milwaukee, Wisconsin. Visit our team at Booth #403 throughout the conference.
Our team will be onsite connecting with Advancement Services professionals to discuss data strategy, CRM optimization, and technology solutions that support Advancement operations.
Connect With Attain Partners
Attain Partners helps Advancement organizations modernize technology, improve data quality, and strengthen operational processes that support fundraising and constituent engagement. Connect with our team to learn how institutions are using technology and data to build more connected Advancement organizations.
Featured Session
What Breaks, What Matters, and What’s Next: A Practical Data Maturity Model for Advancement
Thursday, September 24 | 3:15p – 4:15p | S101 D-E
Advancement system migrations are often framed as technology projects—but the biggest risks are hidden in the data. At the same time, AI is rapidly rising on the priority list, promising smarter donor engagement, predictive insights, and increased fundraising effectiveness. The problem? Most organizations are trying to build AI capabilities on top of data that isn’t ready for either.
This session takes a candid, experience-driven look at the intersection of these two realities. Because the truth is: the same underlying data issues that derail system migrations—duplicate constituents, inconsistent householding, unclear gift definitions, and undocumented business rules—are the exact issues that undermine AI initiatives.
We’ll start by unpacking what actually goes wrong during advancement migrations and why. Attendees will learn how to assess data readiness, prioritize cleansing efforts, and build source-to-target mappings that reflect real business processes—not just system fields. From there, we’ll extend the conversation beyond migration to define what it truly means to be “AI-ready” in Advancement.
Participants will learn how to evaluate their current data maturity, identify structural and quality gaps, and prioritize initiatives that support both a successful migration and meaningful AI outcomes. We’ll also explore practical, real-world use cases—such as donor scoring and next-best-action models—and discuss how to implement them responsibly in alignment with institutional values and donor expectations.
Rather than treating migration and AI as separate efforts, this session provides a unified framework: how to use the migration moment as a catalyst to modernize your data foundation for the future.
Attendees will leave with:
- A practical checklist for assessing Advancement data readiness
- Proven strategies to prevent common migration pitfalls and costly rework
- A clear framework for evaluating AI readiness and data maturity
- Guidance on aligning data strategy with both operational needs and emerging AI use cases
- Real-world examples of how strong data foundations enable better outcomes—both during migration and beyond
Speakers
- Karl Otto, Executive in Residence, Attain Partners
- Ryan Hartley, Managing Director, Attain Partners

