Learn how each organization is responding to the unique needs of their clients during the Coronavirus pandemic.

Gain insights on a range of topics including:

• Screening program applicants for eligibility
• Setting up disaster relief and COVID-19 stimulus dispersal methods
• Leveraging SMS text messaging helps engage vulnerable populations
• Using additional third party apps to streamline program intake with partner agencies
• Tracking assessments, milestones, and program impact

From disaster relief distribution to emergency housing, panelists share how their nonprofit organizations were able to quickly build new programs and track outcomes data.

The recording also includes a moderated Q & A with attendees.

About the Programs

Founded over 50 years ago, California Human Development (CHD), a regional nonprofit serving clients in 31 Northern California counties, offers programs including Training & Jobs, Affordable Housing, Drug-Free Living, Immigration, and disABILITY Services. Kai Harris describes CHD’s COVID-19 Disaster Relief Assistance for Immigrants (DRAI) program funded by State of California Department of Social Services.

In April 2020, the Center for Employment Opportunities launched the largest-ever — and most likely first ever — cash assistance program for returning citizens. Eric Walker details how the initiative provides up to $2,750 in support for 10,000 people released during COVID. CEO has distributed 7,886 payments for $15.8 Million to date. For many of those served, it has been their first opportunity to experience self-determination and they are making remarkable decisions to help support themselves and their families.

The Lili`uokalani Trust was born out of the aloha and care that Queen Lili`uokalani had for the children and families of Hawai‘i. The Trust provides resources to ensure the well-being of Native Hawaiian children and their ohana. Kimo Carvalho describes Lydia’s House, a youth services center helping young Native Hawaiian adults who have aged out of the foster care system and have few opportunities in the era of COVID-19.

About the Speakers

Kai Harris
Interim CEO @ California Human Development
Kai Harris, MNA, is the Interim Chief Executive Officer at California Human Development (CHD), a regional nonprofit serving clients in 31 Northern California counties. Kai oversees CHD’s five business lines: Training & Jobs, Affordable Housing, Drug-Free Living, Immigration, and disABILITY Services. In response to the 2017 Northern California Wildfires, Kai built a program responding primarily to the needs of the immigrant community. With a Masters in Nonprofit Administration, Kai has over 15 years of experience running programs in both nonprofits and as a partner at a digital agency.

Eric Walker
Chief Information Officer @ Center for Employment Opportunities
An experienced IT Executive, Eric Walker serves as Chief Information Officer at the Center for Employment Opportunities (CEO). The Center for Employment Opportunities (CEO) provides employment services to people with recent criminal convictions. Across the United States, over 6,000 people participate in CEO each year, transitioning to employment that supports themselves, their families, and their communities. With over 20 years as an information technology professional, Eric worked in the biotechnology industry prior to joining CEO in January 2020 and he is a graduate of Morehouse College.

Kimo Carvalho
Executive Director @Lydia House, Liliʻuokalani Trust
An innovator and leader in the human services community, Kimo Carvalho joined Liliʻuokalani Trust as its Youth Services Center (YSC) Executive Director in November 2019. Kimo is tasked with spearheading the development and launching of the YSC, envisioned as a place of healing and hope for young people in need of support to thrive as adults. Complementing Liliʻuokalani Trust’s ongoing direct services, the YSC is a part of the organizations expanded strategic direction to serve the most disadvantaged youth by stimulating systems change and addressing the larger forces that facilitate intergenerational poverty among Native Hawaiians. Prior to joining Liliʻuokalani Trust, Kimo served for six years at IHS, The Institute of Human Services, as their Director of Community Relations & Development. Kimo received a B.S. from Tulane University and an MBA from Hawaii Pacific University. He is an East-West Journalism Fellow and one of PBN’s 40 under 40 Class of 2015.

Whether your organization’s entire mission is homeless services, or only one program your organization offers, finding a data management solution can be a challenge. Collecting complete and accurate Homeless Management Information System (HMIS) data while also tracking data for your specific program is often done in two disparate systems creating dual entry for busy service providers. The HMIS Module allows users to track HMIS compliance data alongside day-to-day operational data in one place, ensuring less time is spent on data entry and more time is focused on your clients.

This webinar explores the new Exponent Case Management HMIS Module with a live demo plus Q & A .

Case Management Made HMIS Compliant

The Exponent Case Management (ECM) HMIS Module provides everything you need to send complete and accurate data to your local Continuum of Care (COC) for HMIS reports such as the Annual Performance Report (APR) and Annual Homeless Assessment Report (AHAR).

From the data entry side, the accelerator includes HMIS assessments as well as processes to support best practices in case management including:

• HUD Universal Assessment
• HUD Program Assessment
• Health Insurance Assessment
• Non-Cash Benefits Assessment
• Arizona Self-Sufficiency Matrix
• Service Planning
• Service Entry
• Bed Nights

About the Speakers

Josie Alleman
Product Manager @ Exponent Partners
Josie is passionate about helping human services organizations use data to ensure that the work they are doing is truly making a difference in people’s lives. Her excitement about data in social services started when she was a public health Peace Corps Volunteer in Kenya. She helped rural community health workers record their activities to report out to US based funders and used this data to ultimately receive a large grant to support orphan caregivers in their communities. Since then she has worked as a mental health case manager, a QA program manager and has had several roles in product and professional services at nonprofit software companies. She holds a BA in Psychology and a Masters in Social Work and Public Policy from Ohio State University.

Eric Magnuson
Director of Solutions Engineering @Exponent Partners
As Exponent Partners’ Director of Solutions Engineering, Eric applies his experience to help design solutions for our prospective clients. Eric brings 17 years of experience in nonprofit technology consulting, and previously worked for Groundwire, where he led a product initiative developing innovative apps in support of nonprofits. Some of the apps he helped bring to market, such as Volunteers for Salesforce, have become vital tools for thousands of nonprofits. He has also, at various points in his career, consulted to nonprofits on agile-scrum process, content management systems, donation management, online advertising and business plan development.

Is your organization still using Salesforce Classic? There are some valid reasons nonprofits delay the migration of their Salesforce Classic to the Lightning Experience (LEX). If your organization struggles with technical debt, lacks internal capacity to manage the effort, or questions the features and benefits of Lighting, you are not alone! The William Penn Foundation switched to Lightning a few months ago and the impact has been transformative.

Join Samantha Shain, Database Administrator at William Penn Foundation, and Pamela Fitch, Account Executive at Exponent Partners to learn how the Foundation navigated their organizations’ migration from Salesforce Classic to Lightning. Samatha will describe how the LEX migration process was less overwhelming and more creative than she had imagined and explain why she is glad the organization made the switch when they did.

This 45-minute webinar on Thursday, May 21st at 11am PT / 2pm ET will include time for Q&A discussion and will help you explore:

• Building stakeholder engagement
• Decisions that set the stage for LEX success
• Elements for the best user adoption plan ever
• Celebrating wins and more!

Take the first step on your Lightning journey and register for the webinar today.

Speakers

Samantha Shain
Database Administrator @William Penn Foundation
Samantha is passionate about leveraging database technology for broad social impact. Since joining the William Penn Foundation, she has supported the grants management team to streamline the grantee reporting experience; implement a new grant budget feature; transition to Lightning Experience; and design a new approach to email and contact management. She is an active leader in the Open Source Commons program (Salesforce.org) and the Amplify community. She holds 3 Salesforce certifications and one Conga Composer certification. Outside of work, she can often be found with an embroidery needle or wooden spoon in hand. Follow along with her database and social justice mission at her personal blog, www.TheDataAreAlright.blog.

Pamela Fitch
Account Executive @Exponent Partners
Pamela brings together deep experience in philanthropy and technology, spanning nearly 20 years, as Exponent Partners’ account manager for the Philanthropy practice. Pamela’s previous roles have combined skills in technology strategy, leadership, strategic program development, and sales consulting. Most recently, she served as Business Development Consultant for Fluxx Labs and Regional Sales Director of MicroEdge, remaining with the latter company for over 12 years. She has also worked for multiple foundations, serving as executive director of Dell Computer Foundation as well as program officer for Prudential Foundation. Pamela earned a BA from the University of Pennsylvania.

Does your organization value equity? Are your program managers interested in maturing from basic data collection to meaningful data analysis? United Way Bay Area (UWBA) is a multi-service agency dedicated to economically disadvantaged communities across 8 counties. In addition to using Salesforce reports and data to visually manage programs, UWBA has also created new equity monitoring dashboards to proactively identify opportunities for evolving their programs and services.

Join Norman Cheng, Program Analyst at UWBA, and Sean Speer, Account Executive at Exponent Partners to learn how UWBA uses Exponent Case Management to gain new and valuable insights that help improve outcomes for traditionally underserved groups by cross-referencing dimensions of client assessment data and demographics.

This 45-minute webinar from Thursday, April 30th, 2020 includes:

• Using data to ensure equitable service and outcomes for clients.
• Pivoting your fields, summaries, and layouts to gain new insights into your data.
• Identifying outcome areas where gaps exist, so that you can work on areas for improvement.

Speakers

Norman Cheng
Program Analyst @United Way Bay Area
Norman has worked in IT for over 15 years. Before joining UWBA, Norman taught job skills for 10 years at a nonprofit workforce development organization. He is passionate about harnessing technology to help nonprofits see the value of collecting data for the organization to report out their outcomes, but also have data serve a purpose for them to enable their day-to-day service delivery and outcomes to be improved.

Sean Speer
Account Executive @Exponent Partners
Sean brings almost a decade working in the nonprofit Salesforce space and has worked with almost every size and shape of organization, including a brief stint with commercial clients, including Airbnb, Reddit, and Nextdoor. He returned to Exponent Partners after a busy few years when he got married, toured Asia on a motorbike–volunteering with various NGOs along the way–and worked with several other partners in the Salesforce ecosystem.

The employment landscape has been forever changed by cataclysmic events related to COVID-19 self-quarantine and shelter-in-place requirements. As a record number of people are now facing temporary or long-term unemployment, your organization may be springing into action to adapt current workforce development programs or create new virtual service models.

The Workforce Development Module is a pre-configured version of Exponent Case Management (ECM) that supports every stage of your employment program. It encourages best practices such as removing individual employment barriers to ensure job readiness, placement and retention services, and effective employer engagement. From intake and assessment to employment planning, service tracking, and reporting, the Workforce Development Accelerator has you covered.

This webinar explores:

• Relevant features and capabilities of ECM’s Workforce Development Accelerator
• How ECM’s Workforce Development Accelerator can inspire programmatic improvements
• What to expect when moving your agency to ECM and using the Workforce Development Accelerator

What is the Workforce Development Accelerator?

The Workforce Development Accelerator is a template that ensures your programs are implemented using sector-wide standards. Common reports for operational efficiency and funder requirements—such as the Workforce Innovation and Opportunity Act (WIOA) performance measures—are included with the accelerator. The accelerator benefits staff at every level of the organization from career coaches and business developers to program managers and executives.

The accelerator includes the following pre-configured features:

• Job Coaching and Case Management
• Job Placement and Retention
• Employer Engagement
• Dashboards and Reports

During day-to-day operations, case managers, job developers, and course instructors need a system to support their many data tracking needs. Your case managers have to juggle important tasks: multiple reporting mandates, ongoing employer engagement, employment verifications, and more. They work hard to help job seekers gain needed credentials, remove employment barriers, and find the best qualified workforce for participating employers. Using a data system like ECM that can manage all aspects of your workforce development programming is a game changer. Read more about the Accelerator and explore the ECM Salesforce app.

Interested in a general demonstration of ECM? We host a webinar every other week. Sign-up today!