Susana
is the Executive Director
of Advancement
Services, University Relations at the University of California,
Merced. Prior to moving to California, she was responsible for data quality and integrity for more than six
hundred thousand records in the Development Information System at
the university of Toronto. She
managed a team of professionals and data specialists responsible for
implementing the divisional strategy of accurate, reliable and
available information. Susana was also a project leader for systems
related development. An experienced records manager, she created
and implemented numerous electronic and hard copy records management
systems for Canada’s largest Advancement and Affinity programs.
Data Essentials 360 – The Value of Having Good Data to
Support Your Revenue Generating Programs.
Job Descriptions –
Director, Annual Giving Programs,
Manager, Gifts and Database Administration,
Prospect Research Specialist
Sample
File Plan.
Sample File Retention and Disposition Schedule

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