Impact Aligned LLC

Founder

Treehouse Technology Group

Vice President of Solutions 

Solutions Architect

Ieso Digital Health

Business Transformation Manager

EthosWell

EthosWell was acquired by SimplaFYI in November 2017.

Accenture

IT Strategy Management Consultant

GE Aviation

Contracts Management Leadership Program

BostInnovation.com

Conducted interviews with local entrepreneurs, venture capitalists, and angel investors to provide insight on Boston's technology and innovation sector.

VC Bijan Sabet on Seed Programs and Why Startups Should “Go for it”
http://bostinno.streetwise.co/2010/03/23/vc-bijan-sabet-on-seed-programs-and-why-startups-should-go-for-it/

Nothing Great Is Built In A Vacuum: Q&A with Adam Marchick from Bain Capital
http://bostinno.streetwise.co/2010/03/16/nothing-great-is-built-in-a-vacuum-qa-with-adam-marchick-from-bain-capital/

TechStars: Bootcamp for Boston Start-Ups
http://bostinno.streetwise.co/2010/01/19/techstars-bootcamp-for-boston-start-ups/

RacePoint Capital Group Merges With LaunchPad Venture Group
http://bostinno.streetwise.co/2010/12/08/racepoint-capital-group-merges-with-launchpad-venture-group/

Local Startup Pioneers Future Gifting: Interview with GiftsOnTime CEO
http://bostinno.streetwise.co/2010/09/25/local-startup-pioneers-future-gifting-interview-with-giftsontime-ceo/

The Secret Sauce to Inc. Mag’s Boston Companies feat. Carbonite & Gazelle
http://bostinno.streetwise.co/2010/08/25/the-secret-sauce-to-inc-mag%E2%80%99s-boston-companies-feat-carbonite-gazelle/

Christopher Mirabile of Race Point Demystifies Angel Investing
http://bostinno.streetwise.co/2010/08/18/christopher-mirabile-of-race-point-demystifies-angel-investing/

Venture Café Planning to Serve Up a Brand New Spot for Startupers to Meet and Mingle
http://bostinno.streetwise.co/2010/08/06/venture-cafe-planning-to-serve-up-a-brand-new-spot-for-startupers-to-meet-and-mingle/

Kate Castle: Flybridge Capital’s Marketing Pinch Hitter
http://bostinno.streetwise.co/2010/04/29/kate-castle-flybridge-capitals-marketing-pinch-hitter/

Got an iPhone App Idea? Appswell Just Might Buy It
http://bostinno.streetwise.co/2010/01/26/got-an-iphone-app-idea-appswell-just-might-buy-it/

Contributing Writer

Gelfand, Rennert & Feldman

Royalties Analyst

UBP Asset Management

Institutional Sales

University of Michigan - Office of Technology Transfer

Business Development Summer Associate

• Solutions-driven leader with 13 years of experience at the crossroads of strategy, technology, data, and growth.

• Track record of advising cross-functional executive teams on developing strategies, making data-driven
decisions, and implementing measurement systems to enhance organizational performance.

• Demonstrated success collaborating cross-functionally, aligning resources, and navigating market dynamics to drive strategic vision, spur product innovation, and roll out transformative solutions.

• Experienced business and data analyst skilled at organizational and technology transformation initiatives.

• Excels at the complete product lifecycle, from requirements analysis and strategic planning to innovative design, successful delivery, and responsive user feedback integration.

Sarah Merion

Namaste Data - www.namastedata.org

How can I help?

- Community surveys (e.g., donor surveys, alumni surveys, staff engagement surveys, or, entire community surveys)
- Data Collection and AI Assessments
- Data and AI Equity Consultation
- Predictive Modeling on drivers of donor and non-donor motivations
- Individual/Group workshops on data equity and AI

Curious to know what my clients say? Read some of the gracious words in the recommendation section.

𝐬𝐞𝐧𝐝 𝐦𝐞 𝐚 𝐦𝐞𝐬𝐬𝐚𝐠𝐞 𝐡𝐞𝐫𝐞 𝐨𝐧 𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧 𝐚𝐧𝐝 𝐥𝐞𝐭'𝐬 𝐜𝐡𝐚𝐭 𝐚𝐛𝐨𝐮𝐭 𝐡𝐨𝐰 𝐭𝐨 𝐝𝐨 𝐢𝐭.

Consulting for nonprofits to advance human-centric data and AI equity

Fundraising.AI

Co-designer for FAI's framework on Responsible AI (fundraising)

Member of the Management Board

www.namastedata.org · Permanent Full-time

I speak on topics around data, algorithms, and ethics in nonprofits and fundraising.

Some of my common topics are: designing inclusive donor surveys for meaningful engagement, centering humans in algorithms, building data values in organizations, and, community-centric approach towards data.

Here are some of my speaking engagements for 2023-2024:
(for the full list, please reach out)

1. Nonprofit Learning Lab
2. CARA conferences - both for Keynote and sessions
3. APRA - individual chapters - both for Keynote and sessions
4. Good Tech Fest
5. Bridge Conference
6. Fundraising Day, Ottawa
7. Donor Participation Project Conference
8. Virtuous Summit
9. Guest for LinkedIn Live events
10. Jay Frost's Mastermind series
11. Neon One's Generosity Xchange
12. TCG's Annual Conference
13. Guest for Podcasts (e.g. We Are For Good)
14. Arts BC Conference
15. DC Collaborative
16. Orange County Grantmakers Conference
17. Fundraising AI (FAI)Inaugural Summit 2023
18. AFP ICON 2024

Professional Speaker

Data Is For Everyone

How Do You Relate to The Numbers You Collect in Your Nonprofit?

With context and behavioral shifts.

Here are 4 examples in which you can connect to our numbers using context and behavioral shifts:

1. Look at front-line service data, like how many people answered the emails when first time someone entered your world – think about what those numbers mean? The question isn't just who responded to the emails. The real question is what you need behaviorally and culturally to quickly and humanly respond to the emails of those who need your nonprofit's services.

2. Look at inventory data, like how many other tools (physical or digital) you need to provide your services – start with thinking about how you can take the most advantage of all the tools you already have. Before signing up for new tools, evaluate how well you are utilizing what you already have for your goals for the year.

3. Look at social media followers and connections you are inviting on your page – think about what those numbers could mean with a continuous engagement effort rather than only maintaining the social media page.

4. Look at the program impact you made this month – think about the meaningful partnerships you made - with program participants, volunteers, donors, and for-profit value-aligned agencies. Look at the context of why these individuals and groups are associated with your mission, and you can find the reasons for engaging them with care in the long run.


Join me as an individual or reach out for your staff-level collective workshop on advancing equity in data collection.

𝐀𝐜𝐜𝐞𝐩𝐭𝐢𝐧𝐠 𝐚𝐩𝐩𝐥𝐢𝐜𝐚𝐧𝐭𝐬 on rolling basis.

Workshop (Individual or Staff-level):  Advancing Equitable Data Collection

Why Should Algorithms Center Humans?

Algorithms should center humans because humans are the ultimate users and decision-makers of the technology. Therefore, the design and development of algorithms should consider the impact that the technology will have on people, both in terms of benefits and potential harms.

Centering humans means taking into account the ethical, social, and economic implications of the technology, and ensuring that it is designed and used in ways that respect human rights, dignity, and autonomy.

Additionally, centering humans means ensuring that the algorithm is inclusive, and does not perpetuate bias or discrimination against certain groups of people. It also means that the algorithm should be transparent and explainable, so that people can understand how it works and how decisions are being made.

Join me for the workshop to learn how can we move towards human-centric AI.

𝐀𝐜𝐜𝐞𝐩𝐭𝐢𝐧𝐠 𝐚𝐩𝐩𝐥𝐢𝐜𝐚𝐧𝐭𝐬 on rolling basis.

Workshop (Individual or Staff-level): Towards Human-Centric Artificial Intelligence

𝐀𝐜𝐜𝐞𝐩𝐭𝐢𝐧𝐠 𝐚𝐩𝐩𝐥𝐢𝐜𝐚𝐧𝐭𝐬 on rolling basis.

Workshop (Individual or Staff-level): Advancing Equitable Data Visualizations

Self-paced course for nonprofit leaders: Fundraising Analytics for Nonprofit Leaders

Data Equity Coaching

Independant - https://www.linkedin.com/newsletters/data-uncollected-6887420258538405888

Thought Leader @ Data Uncollected

Impact Foundry

Member

Association of Fundraising Professionals (AFP-IHQ)

- Volunteer for IDEA committee( AFP, Vancouver)
 - Member of AFP Canada Research Council
 - Member of AFP Global Research Council

Research Volunteer

VGH & UBC Hospital Foundation

- Led Research and Analytics (R&A) services team. The team is responsible for providing research services for Leadership and 45+ Philanthropy staff.
- Acted as the key liaison between Philanthropy, Research, and Information Services department.
- Defined and implemented a comprehensive prospect management program.
- Provided support around database migration from RE to Salesforce
- Led key fundraising projects like 
    a. Major Gifts year-end review, 
    b. Major Gifts next year projections, 
    c. In-house prospect scoring process
    d. Portfolio optimization dashboard
    e. Successfully led full-day R&A team’s strategic planning session on developing analytics roadmap, detailing with specific milestones to success.
    f. Successfully established a culture of learning in the team by instituting the idea of “Continuous Learning Hour”, a weekly space to learn and share.

Associate Director, Fundraising Research and Analysis

Campbell & Company

Feedback from manager (Carrie Dahlquist, Director of Strategic Information Services, Annual Evaluation, May 2020):

"Meena is a true professional, with serious technical abilities, and she is a caring colleague, interested in the growth and development of
those around her and her clients. She is a pleasure to work with and her contributions are significant. In the coming year, I want to support
her being more visible and pushing her solutions into the marketplace where they can have a bigger impact."

- Provided key data insights to 100+ clients via analytics services
- Developed analytics-based wealth  models
- Built internal operations dashboards that led to increase in team productivity
- Co-Led company-wide initiative of measuring impact of currently 300+ client engagements
- Launched and analyzed 300+ external online surveys for measuring engagement
- Designed end-to-end processes for client surveys and customer engagement assessments
- Presented webinar training for all teams on best practices of data visualization techniques and survey analysis
- Co-Managed firm-wise Innovation taskforce that led to 20+ innovation related projects. 5 out of these are successfully used company-wide

Consultant (Analytics and Survey)

The Mentoring Club

Volunteer, Programs  & Fundraising Survey Specialist

𝐒𝐡𝐨𝐫𝐭 𝐯𝐞𝐫𝐬𝐢𝐨𝐧 𝐚𝐛𝐨𝐮𝐭 𝐦𝐞? – A humble first-gen immigrant, data, research and analytics passionate consultant, author, certified life coach and mentor - with a knack for telling empathetic stories and a hint of humor.

𝐒𝐥𝐢𝐠𝐡𝐭𝐥𝐲 𝐥𝐨𝐧𝐠𝐞𝐫 𝐯𝐞𝐫𝐬𝐢𝐨𝐧? - I blend storytelling, conversions, and human-centric data tactics to support nonprofits. My key influencers of life include my family, starting with my mother. Her perseverance is the voice in my head, pushing me to be better.

Broadly speaking, there are four pillars of my work:

➡️ Consulting
● End-to-end data collection (e.g., donor survey)
● Data analysis (e.g., you have the raw data for last survey)
● Data Collection Assessment (e.g., are you collecting right identity data points?)
● Data Equity Coaching (9-hours of my time on any data related issue you have)

➡️ Workshop/Training
You can hire me to conduct nonprofit-wide/team-wide/board workshops on:
● Advancing Equity in Data Collection
● Advancing Equity in Visualizations
● Moving Towards Human-Centric AI
● AI Coaching for Nonprofits (called AI Advancement Lab)
● Data For Good

➡️ Speaking
You can hire me as a session facilitator/Keynote speaker. My topics include (but not limited to):
● Doing good with data
● Tactical ways for nonprofits to get started with data equity
● Designing inclusive data collection tools
● Designing dashboards for good
● DEI with data
● Centering humans in algorithms

➡️ Writing
● You can invite me as a guest writer, or,
● You can re-print any of my existing articles (please reach out to access 50+ article repository) for a fee.


Interested to work with me? Send me a message today!

taplio

The Battle

Sarah Merion

Meenakshi (Meena) Das

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