Name: Product Update Briefing - Education Management Solutions for K-12 Schools
Uploaded: 2026-05-05T18:16:58.650Z
Duration: 1 h 37 min 52 s
Description: Product Update Briefing - Education Management Solutions for K-12 Schools

Transcript for "Product Update Briefing - Education Management Solutions for K-12 Schools": Welcome, everyone, to the May 2026 product update briefing for Blackbaud Education Management. I'm really glad that you're here, whether you're a customer running an admissions office, business officer managing tuition, or a teacher juggling grading, or anyone that partners with Blackbaud. Thank you for giving us your time. We know and I know it's one of the most precious things you have and we don't take it lightly at Blackbaud. Let's get started. Hold on one second. I just want to make sure I get to the next slide. Hopefully, it's advancing. A quick hello from me. I'm Ryan Biles. I've been at Blackbaud for about a hundred and fifty days now. I was actually brought to Blackbaud through an acquisition through School BI, but I've been in the EdTech business for about eighteen years. Founder of School BI, worked at Whipple Hill, Ravenna, Community Brands, and I've had been lucky enough to advise companies like PurePal and boost my school along that journey. But what's really interesting about my background is that every single one of those experiences was an area for me to help schools live out their mission, not in a way that tries to make things easier for easier sake or to cut corners, but to allow schools to use software so that they can actually do what they want to do and are meant to do, and that is to change kids' lives. On a personal side, I'm a little league coach. I've got two boys that are absolutely the gem of my world but drive me crazy. I sit on a board, of of a school, Procter Academy, and I live in the Bay Area. And so I've got kids in independent private school, and so I'm, like, neck deep in this along with all of you. While we think about this actual webinar, some of you are all pros at this, but there's just a couple of housekeeping things and logistics I want to dive into before we get into the good stuff. The audio is through your computer and if you run into any issues, usually a quick browser refresh usually does the trick if you get locked out. You'll get the recording by e mail after the session and you can download the slides from the Docs tab on the right side of your screen. You can use the Q and A panel to send us questions. We do love them. We will be moving pretty fast through this content, so we'll try to get them. If we don't, we'll follow-up with you. One of the product managers, I'm sure he'll be happy to answer your questions. Let's get into the real reason why we're here. I'm going to quickly go through the agenda. I'm not going to read it line for line, but we're going to cover a lot today in the Blackbaud education management lineup, core, student information learning, school website, communications, APIs, and integration. Then we'll move into enrollment management, tuition management, billing management, and financial aid. It's a lot to digest, but we know you're excited to hear it all. I just want to say one quick thing for you today is that every single one of the product areas represents a moment in the family's journey, and we ultimately want to help schools better deliver to be able to actually execute and move from, say, a system of record to a system of action. We know that your family journeys with your school are about ways that they can apply, get accepted, sign contracts, pay tuition, get their financial aid. And then when the kid shows up for the first day and gets a report card or a transcript, you need that to be impeccable. If we do our job right and that family goes through that with you, we know that you're winning and you're actually being successful. Let me just go into the what I like to call the essential software slide, and that is this idea that we came up with a while back, and that's the slide of the journey of our systems. Think of it as our product names, but ultimately, it's every function at your school, admissions, student information, student learning, tuition accounting, advancement. The point is that not every school uses the exact same set of tools, and we don't expect that. The point is you shouldn't have to stitch together a dozen disconnected systems to run your school. You should be using a system that's highly connected, and our goal is to produce that system spanning from applicant to alumni with flexibility through APIs and the partners to fill the gaps when you need it. If you ever feel like you're spending more time reconciling data than acting on it, that's exactly the problem we're trying to serve. Now, what that actually does is it really grounds us in four big outcomes. Everything we build leads up to these big four outcomes. We usually like to lead with this in our pubs because it grounds us in what we're trying to do, and you'll hear about all the features that are kind of pushing us forward in this in this world. But first, we truly believe in a communication, performance and expertise. So helping you tell a clear story about the student's progress, whether that's in admissions, whether that's moving from grade to grade, from class to class, progressing as a student is one of the biggest kind of core, and communicating that is one of our core outcomes that we focus on. The second is we believe firmly in helping schools attract and retain the right families. Producing a series of features and functionality in our enrollment products, our emission product, communication products, so that helps drive your enrollment strategy, your community through those products. The third is ensuring financial sustainability. We believe that providing tuition, contracts, billing, back office foundations that help your school stay healthy and become one of more relevant and thriving schools in the marketplace. Fourth is this idea around efficiency and security. We fundamentally know that all of the data that we're processing or using in our systems is highly confidential and needs to be handled with care. That means that we need to build all of our software using that lens. So one of that kind of call out is the fact that we don't have this as an add on. Security and compliance and kind of what we call internal governance or federation is always part of all of our products. So we really want to build schools, systems that actually allow schools to map to their policies, not dictate them. So let's actually think about, one of the things that we're going to be talking about. You just go to the next slide. That is the fact that we are going to be having the UC this year. Personally, I'm more excited about this than many things and maybe even a lot of the folks on the phone, But the k 12 is back, and what's really important about that is that it's going to be transformational for those that maybe came to UCs in the year in the prior years and also for anybody new to Blackbaud. I really can't overstate what this means. For years, we've been connecting through screens, which has been great, and the screens are fine. We've actually had BBCON with the education track. But there's really something special when you're in a room with folks who are sharing successes and struggles, challenges that you actually have gotten through together. And, honestly, it can that energy is irreplaceable. So the registration is open. We just released, the sessions. I believe it was either this week or last week. I was traveling last week. I think it might have been last week. And I hope to see all of you or any of you there, and, please join me in that excitement. So the last thing I'm gonna talk about before I hand it over to the PMs is something that everyone's talking about, and it is on everyone's mind, and that's AI. And what's really interesting about the AI, world is that this is there's real excitement here. There there's real possibility, and there's also real questions to be answered and areas still to be explored. And I wanna start with how we're approaching this at a at a strategic level, not just in the individual products and some other concepts. I don't wanna use hype, and I don't wanna use buzzwords, so I'm gonna speak as transparently as possible. And I also wanna express that we're doing something very unique with that a lens of security and governance on, AI that we're we're talking about doing it responsibly and intentionally. So there's a lot of effort that's going on at Blackbaud to, make sure that all the students, all the families, all the sensitive data can be leveraged with all the great things that AI can do, but in a high trust environment. So one of the questions that we come to, answer all the time is, like, what can AI do for us? And we're exploring and trying to set the bar really high. This spectrum slide is a great way to think about how AI is being rolled out at Blackbaud. To me, it's one of the best ways to think. Hopefully, it'll help you understand, how we're thinking about it. But the fundamental concept is we're going to be kind of encapsulating the AI movement into helping schools understand what matters and then moving it to helping schools take action. If you think about this slide, look on one end, the AI surfaces insights, so you're not digging through reports, it brings information to you. That also could help generate content, summaries, drafts, things like that, first passes. Then it starts to work alongside you, so maybe recommending next steps or even taking the steps in an autonomous way and acting like a digital teammate inside the software. But I do want to be very clear about this goal. It's not about automation just for automation sake. The goal of all of our products and features that we're building into our AI strategy is about creating an easier way and a more effective way for you to take data and move to action. We sometimes call this helping folks process or manualize, like in an automatic way, work and to reduce the cognitive load, which is a really great way to describe that a lot of your teams have to carry through on their work. But to remove that cognitive load and actually allow your teams to have more time and also have judgment and build relationships on any of the work that you were doing fully to have you live your mission. We believe, just quick callouts, if AI helps the mission teams respond faster, that's a win. If AI helps your business office reduce repetitive tax sorry, tasks, let's say, on collection, great. If it helps a teacher or leader within the organization build a report card using real information from a kid's profile, great. That's what we're here for. It's not just to build automated systems for the sake of it. There'll be lots of more information that comes out on this. The one other thing I just wanted to show you on this slide, which is helpful, is I tried to put in when we were building this, some context of the things we're doing which which fit into the spectrum. So if you think about, an area where we might have a tool like Prospect Insights on the fundraising side where it may be identifying some trends and doing some predictive analytics inside the product, all the way to the other end of the spectrum of building out a development agent, which some of you may know about. We won't talk about it today, but the development agent is an autonomous agent that actually can do workflow management just like another teammate within your organization. So think of those two spectrums of the, you know, human led versus the agent led kind of spectrum. And again, we'll be talking about this, Countless will be doing more webinars and the like. The last thing around the AI part that I think is important for you all to know, and that is that, we believe in creating that secure, customer friendly experience and making sure that schools are most comfortable with the idea of using AI. It's not just a side idea, it is fully part of our approach and that we wanna stress you are in control. AI is governed through a global opt in setting across all of these, whether it's the spectrum I'm talking about, for you to decide whether you want to use it or not. No one turns this on for you, so we're not gonna turn this on for you. Any of these features and functionality, you will have to turn on and you will have to opt into. If you don't like how, it's working, you can always shut it off. There's no, kind of, you know, mandate by us to say that. We want this to be responsible and build your trust, and, those are not optional items for us. So more on that later. We also have some helpful slides to talk about our AI strategy. We're including this slide. I'm not gonna go through it for you to actually reference and check out later. And then one of the last things we like to we talk about since I'm on this topic is this idea of the trust center. So we're one of the few organizations that have built out a full trust center for our customers. It has security white papers, it has audit reports, it has all sorts of things that your team may want to look at to understand the, kind of, what I would say, the details around our trust and security efforts at Blackbaud. For those that are interested, I've included some links. It's a really great place to, check out. We're getting really close for me to introduce the product teams and go through what we all came for. First and foremost, for those that have participated in this before, you might have seen this slide, once before. And this slide is what we call our safe harbor statement. What it pretty much says is that things that you may see, from our product teams could be in a future or feature building state. What you need to think about is is that things can change. We're moving in a very rapid world. And, I mean, honestly, you can even think with AI, things are even moving faster, than ever before. And so while directionally speaking, all of the things you're gonna see today are nailed in, we're committed to, some of the details may change as we get closer to releasing that software. We just need you all to be aware of that. This is best practices. A lot of the software companies do it, so we just need to include it. Before I hand it off to our first PM, I just want to take a second to tell you about the people you're going to hear from. You're going to hear from Jesse, Jacqueline, Mike, Steven, Jamie, Julia, and Sagar. And these are the product managers that own this space. And I don't use that word lightly. They are exceptional. They come from your world. They're former teachers, admissions officers, school administrators, and their platform managers. They didn't just study the education software business, they live it, and they bring a perspective to every decision they make about what to build and how to build it and why it matters. I'll tell you, I've been at Blackbaud for a hundred and fifty days. Some of them have been here for twenty five years, and what stuck for me was that on how everyone takes this personally. They take their work very personally. They aren't people who clock in or just ship features for shipping features' sake. They're people who lose sleep over whether we're getting it right, whether grading workflow works to save teachers for five minutes a day or whether the contract experience reduces stress for families during the enrollment season. When we walk through these next few things and what's coming, I want you to know that every one of these upstates has a human story behind it and they obsess about it. You're about to hear it from the people who live it. So Jesse, with that, I wanna hand it off to you, and I'll meet everybody on the other side. Thanks, Ryan. Hey, everyone. My name is Jessie, and I am the product manager for Core. I've been with Blackbaud for seven years now. But before coming to Blackbaud, I worked at a school where I started in the classroom and then eventually implemented education management for my school, fell in love with Blackbaud and, with product management by seeing Julia Messick present the road map at a conference one year. So let's go ahead and get started. The first thing that we wanted to share with you is our current, count of ideas and votes that we've closed so far in 2026. These numbers are current as of the April, and every year, our teams compete not only against ourselves against last year's numbers and the number of votes and ideas that we closed then, but we also compete against each other and trying we're trying to get more votes than the teams next to us. So know that we are very competitive. We are in the idea bank all of the time. And anytime that you submit a new idea to the idea bank or a new comment on an existing idea in the idea bank, the product manager who owns that feature gets an email in our inbox so we see that as well. So that that feedback is invaluable, and we are in there all the time looking at your feedback. As we present our content for you today, the fir there are a few things we want you to note about the slides. So the first thing that you'll see up at up at the top right hand corner is gonna be the product area that that slide represents. And then at the bottom, you're gonna see the region where that capability is available, whether that idea came from the idea bank, and whether the work is something that's already available or if it's work that is in progress. You can use those stickers to help you remember which things are which and where they are. Also, for each product team and each product manager who's presenting, we will start by sharing things that are available now and then progress to start talking about some things that are coming soon. So first up for core and available now, is the new list of reports. This used to be a podium experience, which was cumbersome and outdated. And now with the new stylist of reports that was released in December, you have more modern filters. You can search. We have a faster page load, and you can also export the list of reports. Pretty soon, the team is going to also release a description for each of those reports so you don't have to click into it, open it, run it, wait, and then see what data is there. You'll be able to read a description without ever having to open that report to see if you if it has the right data. And we're also gonna give you the ability to edit your own notes for each of those reports as well. The team also updated the directory capabilities so that you can hide, first names and more granularly control how names are shown in the directory. You can apply preferred name, preferred last name, respect the preferences of your community members, and in general, more consistently display names in the directory so that it matches the way that names are displayed in other places in the solution as well. But there's lots more that's coming from core. We've had a lot of things going on underneath the hood. So the teams have been working on a new and reimagined Pushpage experience. The first thing that the team is working on now is just migrating the lists that you see in Pushpage. The list of issues, jobs, templates, distribution groups are just getting that same face lift to move over to a new Sky UX experience like you see in the reports area. We'll have no regression and functionality. The list will have all of the same linking and filters and data and things that you see today. It'll just be a more modern experience, so it's easier to find, easier to filter, and easier to use. The teams are working to update that experience while Steven Boyle and his team are also collecting feedback and designing the more complex editing experience to bring you all the capabilities that you need inside of that issue or that template or the job that you're scheduling to send. Coming soon as well, the team is is, going to release an updated experience for push page editor access. The way it exists today is you have a list of push page editor groups, and you can drill into each one of those to see any of the detail. You can switch your view and then look at a list of users. And for each one, you can see all of the things that they all of the groups that they're in, but there's not a single place to go to manage both. So with the new experience, you're gonna have a single grid where you can view all of your editors and all of the groups that they have access to from a single place to make that experience more efficient. Over the summer, the team is going to, work on an idea that's in the idea bank that currently has 250 votes, and that is to make it possible to hide or allow users of a particular role to remove their name from the online directory. Today, you can grant or prevent your users from removing all of their information from the online directory. But, like, if you allow parents to hide their info, that means that students will be able to hide their information as well, and that creates problems for teachers because then they can't see the student's phone number or their email address and communicate them in the system like they need. So soon, the setting will be per role and give you granular control for flexibility and privacy. The team is also working to update the list of basic and advanced lists. Today, this is one of those areas that we call podium, so it has the same podium experiences that you're used to seeing. So coming soon, you'll have that updated list with the modern filters and search and and bulk actions so that you could select several lists and delete them all at once, which would be new. You'll be able to export your list of lists, but you're also gonna be able to grant edit and delete access. So today, if you create a list and you want to share it with somebody, you can only give them the ability to view it and run it or maybe to copy it. But soon, you'll be able to create the list and hand it to them and allow them to edit it or delete it. So they can get rid of it if they don't need it anymore, or they can edit it if they just need to change the school year. Like, maybe they can do some basic filtering, but they don't know how to use the whole advanced list. Saves you a ton of administrative time if you can put that power in their hands to edit it once you have created it with your expertise. The team is also working to update the way that basic lists are managed and migrated them into the query editor experience like you see in Razer's Edge NXT and Financial Edge NXT. So before, in in basic lists that exist today, anytime that you select a a field or a condition or a value, the whole page refreshes. And so in the new experience, you'll be able to just move among the different tabs to select your criteria. You'll be able to rename column headers, which you can't do today. You'll be able to sort your output. You'll be able to view your results, export them. No more page reloads, and it's gonna be much easier to create those basic lists and see the data that's gonna be in them moving forward. The team continues working on all of the back end changes that have to be made in order to support world language characters in name fields. We've been talking about this for a long time because it takes a long time to make all of these changes throughout the entire application, but know that this remains in progress and it is still coming. So soon, you'll be able to use world language characters to support, names in any language across the globe. Admins are forever challenged to do more with less. And coming soon, we'll have Blackbaud AI chat in education, and it's like an online assistant powering smarter and faster work. So you can retrieve basic user information, create and run lists, get help finding settings, get help docs or knowledge based articles related to something if you're trying to set something up. You can even do some basic data comparisons like show me, like, compare access of user a to user b to quickly identify what one person has that another person doesn't and might be preventing them from accessing something they need in the system. And then we've especially built out, AI chat in the student information system so that you can enter an absence or an infraction regardless of where you are in the system. So you can, in in natural language, interact with AI chat to retrieve that information, enter new records, do comparisons, get some brief summaries, run your lists. And if you're building an advanced list, you can just open AI chat and ask it to go do that quick tasks for you so that you don't have to leave where you are and come back later and go through several page loads and navigation to get there. So there's lots of powerful things that we are connecting in Blackbaud AI chat to help us move from a system of record to that system of intelligent action like Brian was talking about. The team is also working on completely transforming the way that we handle reporting in education management. One of the things that we hear frequently is that Blackbaud does a really good job of storing my data, but it's really difficult to get the data back out of the system. If you go out into the idea bank and you look at all of the ways that people have asked for reports or lists or reporting or anythings that are not actual report cards, there's over 14,000 votes re related to reporting. And so that's what we're gonna do. We are taking all of our data and putting it in a single shared architecture in partnership with Databricks so that we have a single place to point to get our data and a single place to continue innovating in those tools that would be able to go and grab the data and give you what you need. It's gonna make it easier for you to pull the data out, to combine it with data from across the system so you can join sending school and enrollment management with the average GPA of those students from the student information system. We will change the way that you do some of your advanced queries, allowing you to use natural language and AI to pull that data out, do visual reporting more easily, and have less reduced late late or will reduce latency so that you don't have as much time between when you make a change in the system and see that data reflected in your reports. Our first milestone along the way is to replace the existing dashboards that you have today under the analysis menu. This is going to help us to save cost, which ultimately saves our customers. And so by rebuilding these preconfigured dashboards, we'll be embedding them closer to your daily workflows for easier, more intuitive access to the data that you need. And as we're rebuilding the capacity planning dashboard, we're gonna be making some enhancements there specifically so that you can keep an eye on enrollment during contract season, especially compared to capacity targets that you'll be able to enter in the system as well. Two more quick things for core, and then I will hand it over to Jacqueline and Mike. The first one is for a new employees list. Today, the only way to review employment information is either manually one by one or through an advanced list, and there's no easy way to edit it from there. So coming soon, you will have a new employees list, that will list all of the employment detail. You'll be able to edit employment from that list and even withdraw employees in bulk, which is one of those existing, Podium experiences today that we want to migrate to Sky UX. Oh, I lied. Now there's two more. One of the things the team is working on is a new actions capability. Actions track and plan constituent interactions like meetings, phone calls, emails, or tasks, and they're used, to cultivate relationships and manage a family's experience when it falls outside the typical system workflows, allowing admins to assign, prioritize, and complete tasks so that nothing and no one falls through the cracks. We'll implement it first in core and then allow that to expand into other education, solutions, mirroring and starting with what, of course, is already available in building management today. So while it's not new to education management since it exists in billing, we're gonna begin bringing it into the rest of education management as well. Finally, for core, last year, we implemented view as student, which is like view only, impersonation of students. And one of the biggest pieces of feedback that we heard is that this is great, and we want the same thing for view as parents so that our admission friends can help parents through the system. So we are working not only on a new view as parent capability, but we're also working to give schools the ability to control which features are available during The US so that you can lock down things like the ability to view contracts or financial aid or messages or grade book grades while someone is viewing us so that even more schools can adopt those capabilities. With that, I will hand it over to Jacqueline and Mike. Thanks, Jesse. Hello, everyone. I'm Jacqueline Kochen. I'm the product manager for the student information system. I've been with Blackbaud for over twelve years, working entirely on our education products. And then joining me today for our student information and learning management updates is Mike. Yes. Hello, everyone. My name is Mike Mortutt. I am also one of the product managers here at Blackbaud, working predominantly on our student information and learning management systems. Been with the company for about ten years, and prior to this, I was a high school French teacher and swim coach. So today, we're gonna start off with talking through some updates that have come to our student information system. We'll be going over several of the grading updates that we've made as well as some improvements to our transcript and report cards. First, to kick things off, I want over the last couple of months, our team has been working very hard to move several of those podium based grading experiences over into a newer Sky UX. Some of those pages that have recently moved are pages like enter grades by class, grade categories, and our skills based grading periods. Additionally, we went through and renamed several of our grading settings to better align with how schools talk about grading. For example, instead of standard grade plan groups or assessment grade plan groups, we now call them traditional grade groups and skills based grade groups. Several other settings have had their names readjusted, and you can find some information about those on the Grading Hub. And that is a great segue onto my second slide, which is a recent enhancement that we made to allow grading managers to access a one stop shop to manage existing grading related settings. So as you are working through the academic year, if you need to do things like update marking period start and end dates in bulk, that can all be accessed directly from the grading hub. Additionally, we're servicing some needs attention reminders in the event that certain calculations were configured in one academic year, maybe weren't configured in another academic year. We also wanna help you better understand how to set up grading if it's something that you are doing for the first time. We know that sometimes there are instances where the school might need to change how they grade at a fundamental level. And right now, going through and starting that process can be a little daunting. So part of this project is creating a workflow that guides you step by step on how to actually make those updates should you need to. With that, I'm gonna go ahead and pass it over to Jacqueline to talk through some report card and transcript updates. Thanks, Mike. Our report card and transcripts have seen a number of improvements with the goal of helping more schools be able to adopt the modern builders fully. First, we revamped the settings for which courses to include. It's now clear and easy to control courses in progress, drop courses, and even courses across school level. Additionally, on your transcripts, you can now include transcript categories, summarizing the credits by category for each year of the student's enrollment or by the category itself. No more confusion from colleges and universities on what subjects the different courses fall in. And then next, a big idea bank asks, you are now able to review when students and parents last opened their report card and transcript. This new list is accessible by going to the template and selecting to view the parent access history. This should make it much easier to know if parents have already reviewed grade information when having conversations with families. And last but not least, transcript actions have been moved to the student profiles. So no more having to drill down into the grading menus just to note when a transcript was sent to another school. We have some really exciting projects that will be coming to you soon in the student information system. So let's dive in. First, we have some diploma improvements. Already available, future course enrollments now display within the requirements area on the student profile. Advisors or administrators can get a full view of how a student is progressing towards graduation without having to jump back and forth with their schedule for the next term or year. And in progress, we are in development on adding support for marking a diploma or area study as inactive. Previously, if a student changed programs, it required you to delete that previous program to ensure clarity on what the student was still working towards. These new settings will allow you to mark the program inactive for the student and set a date when they stopped pursuing it. Better data for better reporting and expect to see more about this in the coming weeks. And next, we are bringing internal notes to the Student Information System student profiles. Official notes are currently our catch all for notes when it comes to students in the SIS. This project begins our journey of providing clear areas to document various types of information that are currently recorded in official notes for those students. These internal notes will only exist for admin users, so there's no worries about information being accidentally sent to students, parents, or faculty. Internal notes are gonna be going live for all schools early this summer. And then one of my favorite projects to get to talk about today is attendance thresholds. This project is a complete overhaul of how you track and manage student absences against set thresholds. Previously, doing this requires schools to use the conduct module and set infractions for each threshold. This new feature lives entirely in attendance. You have more options now for how the thresholds calculate and can create multiple groups of thresholds. What happens when a student meets a threshold has now been given more flexibility. You can define what occurs from nothing occurring to notifications to infractions and potentially more as we continue to gather feedback. We are just kicking off our early adopter program for 10 thresholds now with the goal of being generally available this summer. If you are interested in participating in the early adopter program, please reach out. And our next project, you've hopefully heard of before, but I'm really excited to finally be heading into the next phase. We're beginning our early adopter program for student success insights. And if what I describe next interests you, please reach out via the email on the screen and I can provide you more information on the Early Adopter Program. This feature will allow you to define calculations to locate students who are at risk, whether just failing a class, completing the year, or graduating. Data points from across the SIS and the LMS will initially be available to choose from when creating the calculations. With this feature, you will be able to locate and focus on those students who need the most support. Save time on the admin side to instead focus that time on those students that need you in person. This feature will provide transparency and clarity into the data that factored into the student status, ensuring you're able to make educated decisions about the next steps for each individual student. No more multiple reports or relying solely on faculty flagging concerns. Use data to drive more powerful outcomes for your student's education. And last but not least, we are just beginning discovery into some improvements into our Conduct module. Similar to others, Conduct will have a hub, serving up important actions and insights to help you more efficiently manage student conduct. Further improvements will also be made as we continue to learn directly from you the most impactful changes that we can make to increase the value of managing conduct alongside your other student data. Over to you, Mike, to share some learning management updates. Wonderful. Yes. So first, we'll be going over some features that are available now in the learning management system, things like lockdown browser, assignments, some community updates, as well as parent submitted attendance and medical list improvements. First, I wanna talk through lockdown browser. This is an optional add on that you can purchase within our product. So if you're interested in trialing LockDown Browser, which is an online assessment tool to ensure that students cannot access outside resources while taking high stakes online exams, that can be found within core settings, activate new features. Given that you are a platform manager and an organization admin, you can both trial the software, which will give you thirty days to test out the integration, prior to making the purchase, which can also be done within the product. Now we've also been making a good number of enhancements to our assessment functionality, since releasing LockDown Browser. For example, teachers now have access to something called the proctor tab, where they can actively see which students are actively taking an assessment. They can also manage when students retake an assessment, continue an assessment, or can extend time for an assessment on a student by student basis, all within the Proctor tab. Additionally, if a student triggers a warning, meaning that they do something like a three finger swipe or two finger swipe while actively taking an online assessment, that warning message is surfaced to teachers on that Procter tab. That way, they can better understand why a student might be in a paused state while actively taking an online assessment. Now, again, this feature is available today. Please go check it out in core. We have a lot of materials there for you to consume. So if you are curious about what all is entailed within LockDown Browser, definitely check out that settings area in core settings, activate new features. We also have a pretty big update coming to our assignments module over the summer. The older experience will be sunset in July 2026 and will be replaced by the new quick assignments. Now quick assignments have been in what we call limited availability for a little bit over six months. You can activate this particular feature in core settings, activate new features, and go to the feature preview tab. From there, given that you were a platform manager, you can go ahead and turn this new feature on. While this feature is on, your teachers will have access to both the legacy version of assignments as well as the new quick assignments. However, in July, we will be sunsetting that older legacy version of assignments and moving all schools to the new version of quick assignments. A couple of enhancements that come with this particular update are things like connecting your schedule to your assignment creator. That way, teachers can insert what we call placeholder values, that align with when the class will happen next so the teacher doesn't necessarily need to remember when a particular due time or start time needs to take place. The system handles that for them automatically. We also are surfacing several additional preferences to teachers so they can set and forget certain settings. So if they are always selecting certain defaults, they can go ahead and choose these fields for themselves. And every time that they go to create an assignment, that value will be defaulted for them, thus saving a click or two. Additionally, on the grading experience, we are now loading student submitted information automatically. The student doesn't or the teacher doesn't need to click into the student submission to get it to load. Instead, as soon as they click on the student's name, any submissions by the student will automatically load on the left hand side, and the teacher can grade and see the student submitted work at the same time using the right hand pane. We're really excited for this update, and we hope that you are too. We're hoping that this really saves teachers a good amount of time both while creating and grading assignments. We also have a pretty big update coming to communities. Now as you might know, communities largely existed within our Podium architecture. However, over the last couple of weeks, we have been making strides to get communities into Sky UX. As of recent, we have since moved community group pages, addedit community groups, approve community groups, and community categories, all to our newer Sky architecture. This allows us to lay a really solid foundation to bring further minor enhancements to these experiences in the future and gives you several enhancements to things like usability, being able to search for particular community groups more easily and create things in bulk and an easier fashion. This also mimics a lot of the other community or not community. A lot of the other Sky pages that you are already familiar with. One other update that we'll be making later on this year is the removal of the offer community group page. Instead, as soon as you add a community group, it will automatically be offered as soon as a class or a community section is created. That will happen over the summer. Just wanted to give you all a quick sneak peek into some of the other enhancements that are coming to community groups. And with that, I'll pass it over to Jax to talk through a couple of other items coming to the learning management system. Perfect. So parent submitted attendance is available now for all schools. So managing parent emails and phone calls about attendance can take a lot of staff time. With this feature, parents, with the appropriate rights, will be able to submit attendance for their students directly through the portal. You will be able to control which attendance reasons parents have access to and be able to review and adjust all parents' attended attendance. Explore setting this up for your school this summer to reduce that administrative time on handling day to day attendance requests. And then our last area that's available now in the learning management system are some improvements in our medical lists. We've added a number of columns and filters to our various medical lists, many based on your request in the idea bank. This also marks the moment that every single data point that you can enter in on the medical tab of a student record can now be exported by your nurse users through the app. Your data is yours to consume and manage. Back to you, Mike, for what's next in learning management. Yes. So what's coming soon for learning management are a couple of really exciting features. One moment. It looks like my slides might be stuck. I'll give it just a second to switch over. It really doesn't wanna go. Bear with me for one moment. Alright. There we are. Okay. Wonderful. So we have a couple of really exciting features coming, for our learning management system. For example, we'll talk through the AI enabled feedback generation tool. We'll also take a look at our overhaul to the browse groups experience as well as an update to course reporting and department chairs and an integration that we're building with Microsoft three six five. When it comes to course reporting, we're really excited to announce that we'll be creating a new role in our system for department chairs. Largely, this has been a particular user group that has been, ignored within our system, but we're excited to get some features and functionalities built specifically for their needs. When it comes to department chairs, we'll be giving them a dashboard where they can view analytics about the various courses that fall within their purview. This is going to give department chairs view only access to things like gradebook information as well as core section pages. No longer will you have to give them platform manager rights to impersonate the teachers that are within their department. Additionally, admin, you all, can customize which visualizations display to department chairs. We know that not all visualizations and data points may be pertinent to particular department chairs at your school. So you as admin will be able to choose which particular data points you want displayed on this dashboard for both your department chairs and your teachers. In addition to gaining insights about, courses that the department chair is overseeing, teachers will also gain a very similar view that is limited to just their information. We're really excited to get these analytics into the hands of the department chairs and teachers at your school as we know that this has been a very requested item for a long time. We also have an update coming to our browse groups experience. Browse groups is one of the last podium based experiences that can be found within the portal. So this will impact students, teachers, parents, anybody that uses browse groups. We'll be working towards a very mobile friendly version of this particular experience. And we wanna ensure that there is less clicking in order to find the information that is most pertinent to the given user. With this update, we also will be enhancing the security around which groups display within browse groups, ensuring that things like group page access as well as profile access settings are adhered to on this particular page. So more to come on this. This will be an early adopter program a little bit before the next school year. We also are working through several AI enabled tools, and one of those AI enabled tools is what we call the feedback generator. The feedback generator is there to help teachers deliver even more feedback than what was previously possible. Now this is not a replacement for summative type assessments. Rather, this is a nice way for teachers to give even more feedback to students on things like formative assignments or maybe assignments that they otherwise would have traditionally have collected and done as a completion grade. The nice part about this particular tool is because we have so much information within our learning management system, the tool is able to crawl your data to better understand not just the given assignment that the teacher assigned, but also the course as a whole and the student's submission and their information. What that means is that the tool can really provide bespoke feedback that is specific to the given student. We also are updating this tool to not just work with assignments, but to also help teachers when writing report card comments. I'll also note that as admin, you will have full control over when and how these particular tools appear in your database. If you only want the assignment tool to feature and be accessible to your teachers, that will be possible. So you'll be able to turn off the report card grade, generator or the assignment, feedback generator depending on your needs. Now we also have an integration coming with Microsoft three sixty five that we're really excited to talk about. This is an LTI enhancement that will give both teachers and students the ability to access Microsoft related solutions like OneDrive, OneNote, Teams meetings, and Teams assignments, all directly from within our learning management system. Teachers, while creating an assignment, can automatically pull from their existing OneDrive files or from existing Teams assignments that they have already created. Similarly, both teachers and students can access a new Microsoft tab found within their class pages where they can access things like Class Notebook as well as OneDrive file and the Reflect app if they choose to. This is going to be in an early adopter program in the very near future. So if you are a Microsoft school and if you're interested in this particular integration, be on the lookout in our community, as we'll be posting there when we're ready to begin, recruiting for this particular early adopter program. And with that, I'll go ahead and pass it over to Stephen Boyle to talk through some of the updates that he has to share with all of you. Thank you. And hello. I am Steven Boyle, the product manager for, the integrations, and the enrollment management team. I've been at Blackbaud, I should update my slide, to thirty years, in June, and, I've worked extensively in the education products, but I've as well as financial edge products as well. Now getting into our team's work, we'll start with our school website and communications team and related to the push page list modernization work you heard about from Jesse, we are working on a new push page experience. It will have all the things you love about the modern about the a modern interface with the sought after extras like branding support. In addition to supporting the other push page elements of dynamic content, and HTML editor access. So, look for that coming soon. And moving on to our integrations team, the partner team has been doing minor enhancement work to all of our APIs, but we have some significant work in our education core API which we have moved to general release. It houses several important endpoints. It gives the ability to upload file attachments, do full user searches, as well as it has our new and improved list endpoints. And currently, those list endpoints support advanced lists and basic lists in a a single response that delivers all the data in one go instead of what our legacy endpoints did requiring a pagination model. And there's additional work coming in this area as well. In our, academics API, we have provided and this is in preview mode. We've provided some learning profile data access. This includes the ability to upload an external learning plan, from a partner, such as August Schools. That way you can have your, counselors and guidance staff live in your partner system and only surface the information that your teachers need as a curated learning plan. And lastly, in our enrollment management API, we have put together some contracts endpoints that so you can get all the contracts for a student or you can pull a specific contract. There's more work in this area coming as well. We can talk about in a bit. Another area of the sky platform that the education, product is taking advantage of are sky add ins. We've recently made available several extension points where partners or schools, if you have your own reports that you'd like to surface in this area, the ability to surface outside content within the product and several extension points that you can see are in our academics profile area on the contact card and on the conduct card. In our user communication area, partners can surface their own communication logs juxtaposed with communications that you've you've done through blackbaud and see them all for the same student in one place as well as in the enrollment management home page you can surface statistics data from a partner if you'd like and then lastly in the parent portal on the billing area for our billing management clients the payment plans tab and the current bill tab also have extension points that you can surface data. And a long desired and often discussed topic, our common records engine, supports the syncing of data between the education and advancement offices. The EAP is going now, and our GA is expected for June and all of that is on track and this is intended to to keep your data in sync but by bringing records that enter through your admission your admissions and your education office into your Raiser's Edge system at a time and business process that suits your organization. But once records are linked data flows both directions. The those two points, the the direction that records flow and the directions that and the fact that data flows both directions are important elements of this project, and that updates happen, right away. So this is a long sought project and we are looking forward to getting this out to you soon in general release. Now moving on to what's coming next. I'll continue on the topic of common records. The general release is the primary focus for our integrations team. There are some resources that I've linked here that should give you some information that you can look through now. And then once GA happens in June, you'll be able to hit the ground running. But even looking past GA, there are additional areas of the sync that we are there we will be working towards. The first of those being including faculty and employee records in the sync. Currently, we focused on current families in the June release and then after that additional non parent relationships as well as other records such as the historic alumni and things like that. So there's lots of work that will be continuing on the common records engine but do look for that coming soon. And then as always our our integrations and partners teams will be enhancing our APIs. Some of the more exciting updates that are coming soon, coming very soon in some cases, those new list endpoints that I mentioned that are available now for advanced lists will now be able to deliver data saved as Sky lists. And these Sky lists, you might recognize from around the product, in the, in academics under the the scheduling. You have students and classes and courses. There's faculty, over in academics under conduct. There's infractions and consequence. There are lots of sky lists throughout the product. This is a long sought after capability for our APIs, and we are really excited to see this information now be accessible through the API, giving you greater access and ability to build more detailed projects and reporting on your own. And then the academics API is, will be going to full release. It's in preview now, but those learning profiles and external plans, should hit general availability, coming soon as well. Now moving on to our enrollment management team. There's a lot of work going on, and they continue to make some good strides. We'll start with the release of the decision updates to our admissions progress area. The admissions progress area now shows decisions with a more modern view, more customizations, there's simpler setup, and as well as, confetti for those acceptance decisions and who doesn't like confetti. The next thing is our new family login process has been updated and improved. There were some scenarios that required manual intervention that we have updated to allow a seamless and frictionless flow directly into families being able to automatically create their own records as they come from your website to the apply now. They go through this process, and they'll land right on that admissions progress page with that apply now button available to them. We wanted to make sure that the process of getting that family from your website to your application was as friction free as possible so those conversion rates are as high as possible. Contracts enhancements, are available now. The ones that you see on our existing contracts we've improved and sort of streamlined the assignment and generation of contracts. There's a new generate assign and generate button that's in many cases that process is happening all at the same time and we've made it super easy to do that all at once. Additionally we've in we've increased the flexibility of our contract types in two ways. One in the settings themselves you can now have conditional date settings when you are setting up a contract form that allow you to have a specific date or a rolling date and we will take the later of the two so you don't have to set up separate contract types if you have that rolling admission but you have a specific date to start with. Additionally and and to some degree more powerfully when you are generating contracts we give you the ability to override and set that due date at the point of generation. So even if you don't take advantage of the of the new settings and you have contracts that you want to have a specific due date for, you have that capability when you go to generate. Now moving on to payment plans, some additional flexibility in our filters applied to payment plans have been added. You can now specify that payment plans are for faculty only and the contract will hide or show based on the family that's filling out the the contract. And we've added the a start as well we've had an end date but we've added a start date to our contract so that if you have multiple payment plans with different start dates say for instance for the single pay or the two pay plan if somebody's starting late and you want them to have a two pay plan with a different start date, you can expire and and, and start, separate payment plans so that you don't have to define different contract types for that reason either. The goal here being simplicity of setup and removing the friction for getting your your new year underway. Now in our checklists we have provided some specific support for our financial aid management module. There's an a new checklist step type that you can specify that provides a link directly into our financial aid management system, automatically creating an account and landing you right on the financial aid application for your families to have that seamless and single sign on especially experience that gets them through the process without once again reducing that friction. Another once they've filled out that application and they and they return and look at their checklist they can see the status of that application as it goes through the review process and once it's verified they'll see that status shown in their checklist right on the checklist step. And then moving on, one of the another well requested feature is the ability to have forms that don't need a manual assignment. So we've provided the ability and you can create a URL that you can provide through an email or you can provide it on your website or on your resource boards that will automatically assign a form to a family, that needs to fill it out, say a volunteer permission form or, you know, a parent volunteer form or something like that that you might want them to be able to fill out, but you don't wanna have to have staff manually go assign it. So once again, we're trying to take the burden off of the staff and streamline your processes. Now what's coming soon in our enrollment management world? A lot of similar threads to what we've been working on. One of which is an a partnership with a insurance a tuition insurance partner and the idea being that we would provide a way to embed that in partners insurance into when it's required by your by the payment plan selected or by your school's business processes the ability to embed that in a contract so that the burden is taken off of the staff once again. This is managed directly from the family to the partner and it's built right into the contract and all of those those tests and requirements would remain in place. So if if you if it's optional for the one pay but required for the 10 pay all of those settings are kept in place when you are setting this up. This is once again intended to reduce the burden on the staff and increase the streamlined experience of your of your families. Another checklist enhancement that we're working on now and and should be out very soon is, as we did with contracts we want to provide that ability to have rolling due dates on our checklist steps. We've we're providing this in two ways. The checklist step can be given a due date that's either specific or based on when the student is added to the process and gets their checklist. We take the later of those two dates or you can base it on a previous step being completed. So you have the, you know, one version is that rolling in, due date and another is sort of this progressive due date based on prior steps being completed. So we want you to be able to take advantage of those due dates and have a a more a process that matches your system more closely. Also coming soon with our enrollment product is a new product, an enrollment product that has our enrollment management system without the admissions elements. So if you, have your own admissions system and you need that, that connective glue from the your admissions product into our student management product and in our, tuition management products, this product is intended for for you. It has contracts built in maintaining the integration into tuition management or billing management whatever whichever version your school uses and supports all the enrollment tasks past that admissions decision. So things like student checklists, forms, and contracts, obviously. So look for that coming soon. And then the, one of the biggest things that the team is focused on right now is new contract experience. Primary mandate of this is to simplify and reduce the number of contracts that you need to develop, but also to modernize and take advantage of some of the, the useful and, and and modern technology that's out there in presentation. This is both at the setup level, the, the the family completion level. The simplicity is being redesigned from start to finish. That includes the ability to on individually assigning a contract to be able to prorate the tuition of fees or even add and remove specific plans or fees. Lots of flexibility intended here, and that should bring us to the end of my contribution, and so I will pass it over to Sayar. Thank you. Just a few minutes. Well, hello, everyone. So my name is Sagar, and I'm the product manager for financial aid. It's been six months with Blackbaud, and I have a total work experience of fifteen plus years working with work with, consumer enterprise SaaS businesses across education, wellness, and ecommerce. So with that, let me just move to the next one. Okay. There we go. So, we have IRS, income verification, which was fully launched in January 2026. And, it's already in there, and, we have good number of parents who are also making use of the service. So prior to this release, financial aid season is one of the highest stress moments for any family. Tax documents are often confusing, scattered, and easy to get wrong, and every error means a day day. So we knew that if we didn't solve this, families would keep falling out of the process exactly at the wrong moment. So we went straight ahead to the source by connecting directly to the IRS so families can verify their income in seconds and not, days. So there's no hunting for documents, no typo causing delays, no follow-up requests from schools. So in return, schools get verified data, families get a faster decision, and every household, regardless, the situation gets a fair shot at completing the step, with full confidence. So alright. So what's coming next? So we have, a parent portal and language preference, clubbed together as part of the parent experience and, followed by the parent application. And in the next few weeks, you can see the parent portal going live as well. So with parent portal okay. So first, the portal. So the front door so it's pretty much the front door for financial aid, for every family that we serve. Right now, the front door is confusing. So families may not know what's needed, what's missing, and what's next. And the results are missed deadlines, avoidable support calls, and some quietly dropping out of the process, even they're even though they're eligible for. So we are modernizing the portal, from the ground up. So we're building a guided, clear, and intuitive experience that parents can navigate independently without needing to pick up the phone. So with this release, families can move through the process with confidence, contracts and contact center teams can stop spending the day answering questions the product would now solve for. And we are building a foundation that lets us ship improvements fast and, for every family and its institution that we serve for. Right after that, along with, the parent portal, a language preference will also be included. And, like, with this, we serve families from every background. So if we are modernizing the portal and not fixing language accessibility at the same time, it means we are building a better experience for the few families and not for all. So that's not what we stand a whole for. So now the portal saves a family's language preference from the very first visit. Every, return session starts exactly where it should in the language that works for them. So it's a simple, efficient fix, which has a meaningful impact. So financial aid should be accessible to every family or every household. And sometimes, as simple as language should never be the reason why your family falls behind. And right after that, we have, the parent application. So we're currently building the modernized parent experience. So it's gonna take some time for that to release. So as of today, we have few families that cannot complete the application in one sitting, and the ones who quietly disengage are often the ones who needed aid the most. So for schools, this means incomplete submissions, delayed reviews, and staff chasing paperwork and stuff making award decisions. So we are trying to simplify that experience, where we are trying to rebuild the application end to end. Any parent in any household situations should be able to complete the submission and, like, with confidence, attach the right documents in the first time and receive a faster, award decision without calling anyone for help. So this way, families can now stay in the process, and contact center teams operate more efficiently and effectively. And, children can receive the support they actually qualify for. So with that, thank you, everyone, and that's all from Financial Aid. I'll quickly pass it on to Jamie. Thank you. Hi, everybody. My name is Jamie Lyons. I am the product manager with tuition management. I have been with Blackbaud for the last thirteen years. First up, I will talk to you about things that are available now. There are two items that I do have a small caveat caveat on. Though they are in the available now section, they won't be officially available until next week. So the first up of those is our truth in lending statements. So truth in lending statements is actually the biggest vote drawer in our ideas portal for tuition management. We're hearing more and more every day that more schools' legal teams are suggesting that they provide their families with truth and lending statements when they are, going in and creating their payment plans. That, from what we know, is a very cumbersome, very difficult process for schools to manually create these statements and pull in the data, on your own over and over again. So we've built a truth in lending statements builder essentially within the tuition management product. So school admins will be able to go in and select the billing items that they want to have included within the truth in lending statement. Then we do all the difficult math and adding of all the details into the statement itself for you. From there, your payers are able to log in to the payer portal and go in and pull their truth and lending statement whenever they may need to reference it, or you can also generate it for them through the admin portal and email or physically mail or give them a copy of it from at the school. So this is one of the two items that will, go fully live next week. It is available now in an EAP. The other one is our automatic balance rollover. So any of you that, attended the pubs last year may remember me talking about something very similar. So last year, we released the functionality to automatically roll over any past due balances that remained in one school year and move them into the new school year for a returning family. Prior to having that tool, it was very cumbersome, very manual, having to bounce back and forth between both school years and keep track of who had what and and getting all of that sorted. So what we've done is we've built out this feature where you're able to go in, select a specific fee and discount to zero out the account in one year and move that balance forward. We now also have the ability to move credit balances forward. So same concept as moving that past due balance, but instead, it's going to be able to remove any overpayments into the new school year. So no more having to refund anybody, no more having to try and keep track across those two school years of what those balances are. You're able to just go in, set that up, and push the button, and it will do all the math and move it forward for you instead of having to go individually account by account. Next up is our updated communications. So we've been on an updated communications journey, and we are going to continue to stay on that journey as we keep moving forward. So tuition management does send out a whole host of different emails, and we are going through and trying to update those emails to have a more modern look and feel, to have updated more helpful language, and be able to pull in specific information about your schools. So most recently, we released updates to our failed payment and failed bank account update emails. So these are the emails that go out to the payers if there is an issue with their account on file or if they made a payment and that payment was unsuccessful. So it it got that face lift. It's gotten modernized, and it's gotten new, better, more helpful information within the email itself. And then my favorite feature in all of these email updates is also that it now will link to your resource board. So for our customers that use the enrollment management integration and use single sign on, this will reference your resource tile rather than the parent, site directly, which we know historically has caused some BBID issues. Next up is our new school user invitation. So speaking of BBID, this is an update to how a new school user gets invited to access tuition management. So previously, you would get a legacy username and password. You would have to go into the tuition site, use that old legacy username and password to log in, and then it would prompt you to create your BBID. And you'd never need to use that legacy username and password again. So a little bit of a complicated, cumbersome process that we wanted to streamline. So now if you have a new user at your school that is getting invited, you're able to invite them straight through their BBID email rather than having them create that other legacy information and then kind of throw it out. So this is just a much easier, much more streamlined process and skips a few steps and makes it, much more simple. For our coming next items, I'm gonna jump right in in the interest of time. This this one is a long time coming. This one, the thirteen years that I've been here is something that people, I think, have been asking for from the very first day as that's left in the in the door, And this is in product refunds. So, right now, we know at the schools if a refund needs to be issued to a family, you're having to cut checks manually. You're having to go into the account and add in offsetting fees for the payments because you can't clear out the payment. It causes all sorts of confusion because then the parents will see the payment on the account and think that they didn't get refunded. A whole thing. So what we're doing in the product is we are building in functionality for you to be able to refund a payment back to the account that it originated from. So if somebody made, a web payment from their credit card, as long as it meets certain criteria, which we will share when the time comes that this is released, you'll get a little refund payment button. You push that button. The payment is removed from the family's account, and it will go through a process where it will go back right to their credit card where it came from. So this is very exciting. This right now is in some internal testing, and we'll be looking for EAP participants for this hopefully in the next few weeks to a month. Next up is our payer bills and paid statements. This is a statement that we are creating to try and meet the need of several different requirements for year end tax purposes, for school choice programs. There's lots of different receipt requirements that are needed nowadays. So what we're building out is a statement that can be run on a family or a student basis that can be run for a very specific selected date range. So if we need something just for the first quarter of the year or the full calendar year or for the duration of a payment plan, payers will be able to select that, and it will give them a full list of what they were billed for, how much it was, when it was due, and when it was paid. So that should meet the needs for all of those different areas and giving them the option to customize that should help with that as well. This also will be available on the payer site for them to be able to go in and generate whenever they may need it. So this is something that really the schools don't have to do anything to set up or get established. It's all up to the parents and how they wanna see their information. In the same kind of topic of BBID, very similar to the experience that our school admins have where they had to have a legacy username and then connect that with BBID. Our payers also have a very similar experience today, and that causes lots of confusion. Because, again, you have to find that legacy username for just that onetime login, and then you throw it away and forget it. So there is a new process that we are working on where it's closer to how the other BEM products invite their users, where they'll they will be getting an email, letting them know that their account is ready to be accessed and to go in and create their BV ID to do so. So that is exciting work in progress. That should hopefully limit some calls to the schools from some confused parents as they join your school as well as as into our parent contact center. And then we have payment receipts. So for these payment receipts, again, that whole email journey I referenced before, this is the next email that is up for its little face lift. So it will be modernized. It will have updated wording. It will have the link to the resource board for those of you that use that. And we are going to make sure that every single payment type and payment method will get a payment receipt because there are a couple of corner cases today where if someone does make a payment, they don't always receive that payment receipt email. So we wanna make sure everybody gets a copy of that and they can reference it. And with that, I will pass things on to Julia. Thank you, Jamie. Hey, everyone. I'm Julia Messick. I'm the product manager for Blackbaud Billing Management. I've been around for about twenty two years, and I've been working with higher ed and k to 12 customers the whole time. Alright. So for billing management, I've got lots of fun things to share. So first up, we have a new notification that's available. It's a charges added notification, and this notification is a way to notify payers of charges that have been added to their account during the time frame, that you select on a notification. You can choose to send it weekly or monthly. You can pick the day or day of the month, that you want that to send out. And this is our first payer based notification. So if you have a parent with six students at the school, they will get one notification that includes details for all of those students, at one time versus many of our other notifications are student focused. So this is our first one heading in the direction of payer based notifications. Next step, similar to what Jamie was talking about for tuition management, billing management also has refund functionality. Our first step here for refunds is a refund record, so that you can track money due back to a parent or a student in a first class way versus creating offsetting transactions to track that, which can be confusing to parents looking at a statement to see a charge that's actually a refund. So our first pass here is the refund record, and we are rolling this out in limited availability waves. We've had two waves so far, and we've got our last wave next Tuesday. So if you are a billing management customer and you're not seeing refunds just yet, you will, this time next week. We've also been making changes throughout the system to better support project ID segments on your distribution. So, within the settings area of billing management where you define your default accounts, you now have, fields to input the project ID and description. If you're using those in FE NXT. We also added them to miscellaneous fees and then also in, I believe it's in add charges to group. You can also put in a specific project ID as you're adding charges to a group of students. So if you're using project IDs before and weren't able to utilize the direct post to FE NXT because your instance of FE is set up to require projects at all levels, go check out these new settings. You can also use the distribution list to update the project ID segments for distributions that were missing them, and now you'll be able to use the direct post, since all of your distributions will have project segments. Out in the payer portal, we have a new statement available. So, again, similar to what Jamie was talking about adding for tuition management, this new statement is available for parents to self serve to be able to get receipts of payment for things like there's, flex spending account, their taxes, although we have a statement for that as well for the end of year statement. But this is new. There are some new settings within the settings area of billing management where you can input your logo, your school information, and the, payment statement and end of year statement will pull from those settings. And then finally, on the available now, still within the payer portal, we've made some small usability changes based on customer feedback, but they have a big impact on questions that you should no longer be getting in the billing office. The first is, in the top left, there is a new button to view details. The link under that button is the same link that, they could get to when they were clicking on the amount due there at the top. But that amount due was very tiny, hard to get to, hard to even know that that was a link, so we've made it a first class button. Clicking that button takes them to a new page that breaks down the amount due so they can see what makes up that amount. And then that, of course, has all the descriptions on the charges and the dates and the due dates that they would need. We also moved the upcoming due dates tile up above recent activity that was getting lost, under the fold, if you will, out in the parent portal. So now parents have that some more in their face. And just like the amount due, the the amounts over on the right hand side of that tile are linked so that parents can click in there to to see what makes up that amount that is due. And then last thing here on this page is the, payment plan installment charges now have a little helplet that parents can hover over to see the charges and the amounts that make up that installment. So they're not having to call, or contact you guys with questions about what was included in that installment. Alright. And so then things that we are working on. We are working on being able to adjust posted charges. So today, if you need to update an amount of a charge, if that charge is posted, you are not able to do that. You have to create an offsetting transaction, which is frustrating and clutter in your general ledger. So with this enhancement that we'll be working on, you'll be able to create an adjustment to adjust the charge up or down, whatever the case may be, so that you're not having to create extra transactions. And then my favorites, is collections assistant. This is a new area of billing management that we are going to make available in an early adopter program. So get your phone, scan the QR code, fill out the form. That'll come to me. Collections this collections assistant will, give you all the information that you need about an account that is past due, and then it uses Blackbaud AI to help generate custom follow-up emails. So we heard from lots of customers that once it gets past the point of following up with parents with the notifications that are built in the product, there's a lot that goes into crafting the message, making sure that you have the full picture of what's going on with the family before you do the outreach. So that's what we're providing here with the collections assistant view. And with, like I said, with Blackbaud AI, you're able to generate messages based off of what's going on with the account. We have toggles for the tone and the urgency that Blackbaud AI will use to generate the message. You're able to tweak the message before sending. This is just a starting place. That message then gets logged to the student's billing profile so so that you have all of that history while you're following up with families. And just like we have updates for all of our products, we have up updates for Blackbaud University. There's lots of new enhancements out there for courses, new courses, new, bite sized training. There's new content out there for billing management, so take a peek out there. And then lastly, we have BBDEV days coming up. Registration has opened. This is a really great opportunity for those who, are developers, wanna be developers. This is June 2 through June 4. It's a virtual conference for, all skill levels to be able to explore automations, integrations, and customizations. So check that out. And finally, thank you guys. Thank you guys so much for taking time out of your day to learn about all the things that we're working on here for you, under education management. Have a great rest of your day.