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Upcoming Seminar/Workshop:

Fundraising Analytics and Machine Learning/AI with Excel and Microsoft Azure Machine Learning Studio

Date: November 20, 2019, 9:30 AM - 12:00 PM 

Location: The Link at Kendall Square

Price: $99 (Please don't let cost be a barrier to participation - contact us)



Learn critical Fundraising KPI's and analytical skills with hands-on case studies!

Machine Learning and Artificial Intelligence can be game changers providing your organization with valuable insights of your Fundraising process.

The course is intended to be interactive. You can sign up for a free Microsoft Azure Machine Learning account ( and play along! Bring your laptop and you can perform the case studies during the seminar.

Case Studies:

We'll perform the following case studies-(datasets included):

Fundraising KPI's & Visualizations in Excel:

  • Fundraising Expense Percentage

  • Fundraising Efficiency

  • Donor Growth -Trend Analysis  - Year over Year

  • Donor Retention Rate

  • Donor Acquisition Cost

  • Donor Lifetime Value

Machine Learning - Microsoft Azure Machine Learning Studio:

  • Descriptive Statistics – Donor Database

  • Donor Segmentation - K-Means Clustering

  • Next Ask Amount - Linear Regression

  • Donor Churn – Logistic Regression

  • Major Donor Prediction – Decision Tree


John Phillips, CPA, CGMA is the President of CFO Analytics Training, LLC. He has over 35 years of public and managerial accounting experience with knowledge in a vast range of industries. He is a member of the American Institute of Certified Public Accountant, a Chartered Global Management Accountant and an IBM Certified Associate in SPSS Modeler Data Mining. He holds the following IBM Badges: Watson Analytics - Level 1 and Blockchain Essentials. He has a B.A. in Accounting/Economics from The College of the Holy Cross.  CFO Analytics Training, LLC is an IBM and Microsoft partner.

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