Northeast Dreamin’ is the premier Salesforce user conference in the Northeast United States.

Join our Director of Success Center, Rachel Hands, for an interactive panel discussion and a no-holds-barred look at getting the most out of contractor and vendor relationships.  We’ll share a checklist of things to do before engaging with vendors & contractors (including technical do’s & don’ts), and discuss best practices on how to create better RFIs & RFPs, how to maximize your engagements, and evaluating what went right, what went wrong, and how to do it better next time.

Learn more about Northeast Dreamin’ and register here.

You’re invited to join us October 4 – 8, 2021 at #SFDOWeekofLearning. Salesforce.org is hosting a special event for Nonprofit customers featuring roundtables, hands-on-learning, networking, and more! The Week of Learning is five days of live virtual events just for Salesforce.org Nonprofit customers around the globe with content and learning opportunities tailored specifically for you. Register for free to learn new skills, discuss relevant Salesforce topics, and discover best practices from Salesforce experts.

What to Expect

The goal with Week of Learning is to provide learning and sharing opportunities for existing Salesforce customers. This includes fun and exciting sessions such as:

• Roundtables
• Hands on Learning
• Networking
• Personalized enablement
• Information about success offerings for Salesforce.org customers

Week of Learning is a fantastic opportunity to access always-on adoption resources to help your organization advance your mission with the Salesforce platform. Plus, you’ll get to connect with fantastic Salesforce.org Partners like us!

Partner Day Session & Demo Jam

On Friday, October 8, 2021, bring your toughest questions to Ask a Partner Expert Day! Join the interactive discussions with Exponent Partners and other Salesforce.org Partner experts, as we gather to discuss topics from the Week of Learning and how Salesforce can serve as a platform for advancing your mission. Exponent Partners will be hosting a session for Foundations & Grantmaking (NGO) at 10:25am PT and our Salesforce app Exponent Case Management will be part of the NGO Demo Jam from 9:30am – 10am PT.

Calling all trailblazers! Join us at Dreamforce, the largest global user conference, on September 21–23, 2021, in-person and online via Salesforce+ streaming. You can always count on Dreamforce for inspiring keynote speakers, #AwesomeAdmin tips, expert-led demos, and fun surprises. With Salesforce+ attendees like you can join from anywhere and everywhere. Catch all the luminary speakers, customer success, and groundbreaking innovation on display. Attending online is free, easy, and available to everyone.

Find us at the Dreamforce campfire in San Francisco

Salesforce is taking a hybrid approach this year, hosting a select few attendees in San Francisco, while the rest of the world will be joining virtually. If you’re traveling to the in-person sessions in San Francisco be sure to come find Exponent Partners Senior Consultant Skye Tyler who will be in-person leading a campfire chat for Salesforce Administrators on Formulas for Success. Ever had a validation rule you needed to bypass when updating a record through automation? Want to conditionally display a Lightning Component based on details about a specific user viewing the record? If yes, this campfire chat is perfect for you! Join Skye as she highlights several different ways that formulas can be used to make a big impact.

Register for free today!

When you sign-up to attend through Saleforce+ you will join a community of over 100K users across the globe and get access to over 100 hours of original content. Salesforce+ will stream four channels so you can find what’s the most meaningful for your role and area of interest. Read more about the Salesforce hybrid event in 2021 and register for Dreamforce today!

Join Jen Cole and Pamela Fitch from the Exponent Partners team in Chicago for a one-day event reconnecting members of the Technology Association of Grantmakers (TAG). On the agenda is collaborative peer learning, a future-focused panel, lunch, and plenty of opportunity for thoughtful network building and conversation around philanthropy and grantmaking.  Not to mention having the fantastic opportunity to explore some of Chicago’s cultural treasures.

About TAG

TAG (Technology Association of Grantmakers) connects IT leaders working in philanthropy. The organization’s mission is to advance philanthropy through the power of technology. TAG’s work focuses on building knowledge, strengthening networks and advancing the social sector. Exponent Partners has been a long-time supporter of this organization, attending past conference events and engaging with TAG members at every available opportunity.

Why should I attend?

This Chicago event is one of 5 in the #TAGreconnect series, connecting members with a series of hyperlocal micro-conferences. All current TAG members are invited to meet and connect in a meaningful way. As participant safety is a critical priority, the event organizations have taken into consideration the current local guidelines around Covid restrictions for in-person events. The organizers are not requesting proof of vaccination for registration, but per CDC recommendations, all participants are encouraged to receive a Covid vaccination.

The Good Tech Fest asks: how can you use technology to further the mission of your organization? Exponent Partners is proud to sponsor this virtual conference that resonates so deeply with our mission. Good Tech Fest is a community of people who believe in creating impact in this world. We are nonprofit executive directors, foundation program officers, social entrepreneurs, data analysts, product managers, technologists, data nerds, and more. The Good Tech Fest community works for change and believes if we responsibly use data and technology that we can be more effective in achieving that mission.  You can register for free using the code FriendOfTheNerd.

Moving the Fest Online

In the spring of 2020, Good Tech Fest was scheduled to take place in-person in Chicago. But as it became clear the COVID-19 pandemic was going to force a halt to large indoor gatherings, conference organizers pivoted to offering the conference online. It was a huge success! More than 1,500 people from 42 countries participate in Good Tech Fest virtually and organizers are striving to make this year’s event the most global, representative, and accessible yet!

Must See Breakout Sessions on Fundraising and Philanthropy

The Good Tech Fest community works to utilize data and technology for social impact. Unlike other nonprofit or social sector technology conferences, Good Tech Fest sessions are very much focused on program and field technologies. But the core of this event is a passion for social impact. The 2021 Good Tech Fest boasts 80 engaging sessions and inspiring speakers kicking off with over 10 keynotes on Tuesday May 18th at 1:10pm Central / 11:10am Pacific / 2:10pm Eastern. Then on Wednesday May 19th you’ll have over 50 sessions to choose from on how changemakers today can leverage data for social impact. Don’t miss these sessions featuring our staff and Salesforce.org colleagues.

Leveraging Data to Understand the Relationship between Impact and Fundraising

Wed May 19, 12:00pm – 12:30p, CDT / 10:00am – 10:30am PDT(30 Min)

Speakers:
Lara Hoke Kimberley Senior Consultant, Fundraising Lead, Exponent Partners
Julie Feener, Director of Client Services for Philanthropy, Fundraising & Education, Exponent Partners

For many years, organizations have struggled with how to communicate their impact. Even today, within the sector, organizations struggle with explaining how their work makes a difference and what that work generates in regards to social return of donor investments. This session takes a high-level look at how to tie a logic-model based outcomes measurement strategy to strategic fundraising initiatives to drive organizational communications around impact.

Philanthropy at a Crossroads: An Inside Look at the Latest Salesforce.Org Grants Management Solutions to Meet this Moment

Wed May 19, 12:45pm – 1:45pm CDT / 10:45am – 11:45am PDT  (1 Hour)

Speakers: 
Ursula Stewart, Grantmaking Industry Advisor, Salesforce.org
Pamela Fitch, Philanthropy Practice Account Executive, Exponent Partners
Brent Shively, Lead Solution Engineer for Foundations, Salesforce.org

Whether responding to the COVID-19 pandemic or mass demonstrations in support of the Movement for Black Lives, many grantmakers want to better support society’s most marginalized communities. The philanthropy sector has a unique opportunity to loosen the fetters of institutional processes to ramp up impact, to fund innovatively, and encourage projects that address structural issues that limit equity during this public health crisis and beyond.

To achieve this goal, grantmakers need the right technology. Salesforce.org is the social impact center of Salesforce focused on partnering with the global community of changemakers. As a social enterprise business unit dedicated to creating solutions for nonprofit, educational, and philanthropic organizations, Salesforce.org innovates on top of the world’s #1 CRM, channeling the philanthropic power of employees, customers and partners to join our global movement for good.

Join this session for an engaging discussion on philanthropy trends and a live demonstration of the Salesforce Grants Management solution. Built in collaboration with the grantmaking and nonprofit communities, this deep dive will focus on the user experience of applicants; grantees; and grantmakers. From engaging with stakeholders to managing grant portfolios and out-of-the box reports to help track your foundation’s impact, get a peek of Salesforce’s new Grants Management solution.

Can’t Miss Keynotes

For our 2021 Good Tech Fest Keynote on May 18th join a fantastic group of panel discussions and fireside chats including:

• Craig Newmark, Founder of Craigslist
• Jehiel Oliver, Founder and CEO of Hello Tractor
• Michael Slaby, Chief Strategist of Harmony Labs
• Greg Baldwin, CEO of VolunteerMatch
• Anna Lerner, Program Manager Global Impact: Data and AI at Facebook
• Tim Sarrantonio, Head of Partnerships and Business Development at Neon One
• Chantal Forster, Executive Director of Technology Association of Grantmakers
• Erin Baudo Felter, VP of Social Impact at Okta, Inc
• Danil Mikhailov, Executive Director of data.org
• Peter Bull, Co-Founder of DrivenData.org 

Register Today!

What are you waiting for? Join the virtual conference where the global community of change-makers comes together. Register today to reserve your spot.  You can register for free using the code FriendOfTheNerd. We look forward to seeing you there!

The National Association of Workforce Development Professionals (NAWDP) is a professional association representing individual workforce development and human resources practitioners, who connect jobseekers, educators and companies to advance the American economy. NAWDP ‘s mission is to advance the workforce development profession by providing training and resources to its members, improve the effectiveness of the nation’s workforce development programs, and enhance public-private cooperation in the pursuit of full employment.

As the creator of the Exponent Case Management app, we are proud to sponsor the virtual 37th Annual NAWDP Conference this May 17-19, 2021. Attendees represent the full range of career experience in the industry, from senior leaders to entry-level employees, and come from every corner of the country and every segment of the industry. NAWDP’s Annual Conference has become one of the largest gatherings of workforce development professionals to:

• enhance and maintain their skills through continuing education
• network with peers, mentors, and leaders
• share ideas, experiences and metrics about promising practices
• discover new and innovative programs, products and services

Registration closes on May 13th so reserve your spot today! 

With dozens of engaging sessions across two days, participants will benefit from workhops, keynote speakers, and more! The five workshop tracks for professionals include:

• Excelling in a Virtual Environment (PDF of workshop shedule)
• Strategies for Workforce Professional Self-Care (PDF of workshop shedule)
• Fiscal Responsibility and Oversight (PDF of workshop shedule)
• Diversity and Inclusion (PDF of workshop shedule)
• Educating and Training Our Future Workforce (PDF of workshop shedule)

We look forward to seeing you there!

If you can’t make the conference this year but are interested in learnign more about Exponent Case Management, check out this on demand webinar exploring the Exponent Case Management Workforce Development Accelerator. Exponent Case Management is next generation case management designed for your Workforce Development agency. Ideal for all stakeholders from career coaches and job developers to program managers and agency leaders, the application is a fully-featured, customizable solution. It includes intake, assessment, service plans, group training, individual services, placement and retention, employer engagement, outcomes reporting, and more. Built on the Salesforce platform, Exponent Case Management allows you to directly connect your program data to your impact with employer, funder, and performance reporting at your fingertips.

Exponent Partners will have a virtual booth at the PEAK 2021 Online conference from May 4-13, 2021. PEAK Grantmaking is a member-led organization that began in New York City with two grants managers meeting informally to discuss shared experiences at their foundations. Soon, they engaged other colleagues and, as membership grew, an open and participatory network developed. Today, PEAK Grantmaking is a vibrant member-led community of professionals who specialize in grants management for funding organizations. PEAK’s mission to advance grantmaking so grantmakers and grantseekers can best achieve their missions. Continuing PEAK’s 25-year commitment to centering equity and community, this year’s conference will focus on how to listen to communities, support adaptable communities, learn with our community, and create equitable community.

Join keynotes, breakouts, peer groups, and more, to learn how far the profession of grants management has come, including its growing influence and responsibility, critical work in this moment to meet the challenges of our day, and evolving role as a change leader in philanthropy.  PEAK2021 program helps tell the story of how grantmakers are:

• Engaging with and investing in community by growing and supporting the capacity of nonprofit partners during this moment of national and international crisis
• Building trusting relationships by listening and learning from grantees and community partners
• Moving beyond diversity by creating more equitable practices within their institutions and by aligning actions with goals related to reducing bias and directing more funding and resources to community-led efforts and movements
• Together creating the future of philanthropy, with BIPOC leaders leading the way

There’ll also be plenty of opportunities to connect with your peer community: Learn more about your local chapter, find an affinity group or community practice to join, or self-organize your own meet-up. Join a wellness activity, a musical performance, or a happy hour – we’ll have something for everyone!

Going Virtual in 2020 with the Conference Theme Courage in Practice

PEAK’s Board of Directors made the decision to cancel the PEAK2020 conference slated for March 9-11 in Seattle due to the COVID-19 outbreak on March 4, 2020. Like so many organizations in the sector, PEAK was able to pivot to gathering in-person to building community online. In May 2020, PEAK hosted their first-ever virtual conference, bringing together more than a thousand grants management professionals and our partners for a series of learning and networking events around the theme, Courage in Practice.

Can’t Miss Sessions at PEAK2021: Leveraging the Salesforce.org Platform for More Equitable Outcomes

We invite you to join us for an engaging presentation featuring our clients and changemakers at United Way Bay Area (UWBA) on Monday, May 10, 2021 at 11:30am PT / 2:30pm ET.  In the session titled “Equity Dashboards: Moving Beyond Theory Towards More Equitable Program Outcomes for BIPOC,” Director of Data and Evaluation, Jacqueline Chan, and Program Analyst, Norman Cheng, will share how UWBA has used Salesforce to create new equity monitoring dashboards for the SparkPoint program. Using these dashboards UWBA can proactively identify opportunities for evolving their programs and services and ensure more equitable outcomes.

Immediately following our session, join our colleagues at Salesforce.org for “An Inside Look: The Salesforce’s Grants Management Solution.” Grantmaking Industry Advisor, Ursula Stewart and Nicole Watson, Salesforce.org, Product Marketing Manager, Grants and Program Management, Nicole Watson, will be joined by Lead Solution Engineer for Foundations, Brent Shively. Brent will share an end-to-end live demonstration of the Salesforce Grants Management solution. Built in collaboration with the grantmaking and nonprofit communities, this deep dive will focus on the user experience of applicants; grantees; and grantmakers.

Register today for these sessions and be sure to stop by our virtual booth for “Ask the Expert” Q&As throughout the conference. We look forward to seeing you there!

Save the Date for PEAK 2022

What better place than New Orleans to bring our group together again in person? Mark your calendar for March 21-23, 2022. Registration opens in October.

The inaugural Nonprofit Summit hosted by Salesforce.org is designed for the international nonprofit community. On April 21, 2021, join your nonprofit peers who are experiencing similar challenges, and take a community-based approach to problem- solving. Explore curated main sessions, breakout content, and interactive conversations on the latest trends in digital transformation, optimizing internal operations, and transformational constituent engagement.

In addition to mainstage appearances by Dr. Jane Goodall and Leslie Odom Jr., the event program includes nonprofit leaders from across the sector including NAACP, Unicef, and Big Brothers Big Sisters.

As a proud sponsor of Amplify, Exponent Partners invites you to join the session titled Amplifying Underrepresented Voices in Tech featuring:

• Marisa Lopez, Account Executive, Exponent Partners
• Jessica Murphy, Founder, East First Consulting
• Rachel Park, Salesforce Consultant, Slalom

Hear Jessica Murphy, Marisa Lopez, and Rachel Park discuss how they are blazing their own trails in the Salesforce.org community at the intersection(ality) of tech, diversity & grit.

Register for the free, virtual Nonprofit Summit and check out our blog to learn more about Diversity, Equity, and Inclusion at Exponent Partners.

You are invited to join us at the inaugural Nonprofit Dreamin from January 28-29th. Dreamin events are a mainstay in the Salesforce Ohana community. Traditionally Salesforce Dreamin events are organized regionally every year around the world. These events are not hosted by Salesforce employees, but by users like you. Nonprofit Dreamin is special because it is the first event catered solely to the nonprofit sector. This live, virtual conference is created for, and by, nonprofit professionals within the Salesforce ecosystem, and centered around providing you a dedicated, inclusive space to collaborate, build relationships and learn best practices.  Sessions cover a range of helpful topics and here’s a quick recap.

Salesforce Labs All-Stars: 5 Free Tools Your Nonprofit Can Use Today 

Thursday, 28th January 2021

10:30am EST / 9:30am CST / 7:30am PST

During this session, Exponent Partners Consultants Skye Tyler and Lara Kimberley will highlight five of the most useful and flexible Salesforce Labs tools for nonprofit organizations that require minimal setup for maximum return! System administrators, fundraisers, case managers, and program officers alike will find immediate value in these solutions designed to help you work smarter on the Salesforce platform. Salesforce Lab solutions we will cover include:

• CMTD Enhanced Related List – create custom, filterable related lists that include only the records that you want to see
• Universal Timeline – visualize related records in an interactive timeline
• Record Hunter – create custom search boxes and display results
• Adding Multiple Related Records Flow template – search and select multiple records at once
• Magic Mover for Notes and Attachments – a must-have tool when migrating from Notes & Attachments to Files and Enhanced Notes

Learn more about the tools featured and secure your spot!

How to Advocate for Diversity, Equity, and Inclusion in the Ecosystem

Thursday, 28th January 2021

12:30pm EST / 11:30am CST / 9:30am PST

Join an all-star team of session leaders Brittany Daley, Jessica Murphy, Emma B-F, Marisa Lopez, and Rachel Park, who will share findings from surveys about Diversity, Equity, and Inclusion (DEI) efforts throughout the Salesforce partner and customer community.  This session will explore important and timely questions including:

• Do you ever wonder why the Salesforce ecosystem does not reflect the demographics of the communities we serve? Are you interested in participating in grassroots efforts to change that?
• How do we inspire each other in this moment?

The session will include the key challenges and opportunities in the Salesforce community and invite you to join the coalition. Sign up for this session to be inspired and feel empowered to step into action and stand for diversity, equity, and inclusion.

Don’t Miss the Demo Jam, too!

Friday, 29th January 2021

10am EST / 11am CST / 9am PST

Want to learn more about the AppExchange, but lacking in time? Check out the Nonprofit Dreamin Demo Jam. It’s a fast game show-style event where 5 app vendors will be showcasing their most compelling Salesforce apps in super short, no fluff, live 3 minute demos. At the end you get to decide who’s best with our live voting! Eric Magnuson and Andrew Elluru will be competing for the coveted demo jam trophy as they demo Exponent Case Management. Get your ticket for Nonprofit Dreamin today!