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IMPACTech Conference

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December 17, 2019 6:00am - 2:00pm
Town Stages
221 West Broadway Ground Floor, New York, NY 10013, USA

Exponent Partners is proud to sponsor a new gathering for New York thought leaders from across the nonprofit sector for #IMPACTech19. Join us to celebrate technology for good! The day will include of shared insights, training, and inspiration from the hands-on, best practice work done expanding and advancing nonprofit missions. We’ll be exploring data for impact and transformation as we collaborate as an inspired community investing in technology applied to social justice and nonprofit innovation.

Inspiration, Data, and Transformation

We hope you will join us on December 17th from 8am – 5pm for workshops, speed-geeking, and nonprofit stories of success.  Celebrate with us that evening for a Power of Us Party open to the entire Nonprofit and Salesforce.org Community in the New York area (space restrictions apply).

Note: this event is designed to be an intimate gathering to foster community connection and relationships. Exponent Partners customers get a discount on registration and special access code. Contact us today to learn more.

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Webinar

Planning for Lightning Migration

November 14, 2019 11:00am - 12:00pm
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The Exponent Partners Customer Success team invites you to join a training series for Premium Support customers. Every other month we offer new trainings on topics that our Premium Support customers have requested to supplement our ongoing support services.

Senior Consultant, David Bruce and Support Services Engineer, Rachana Prasad will lead our next training at 11am PT/2pm ET on November 14, 2019.

Planning for Lightning Migration will give you the confidence you need to move forward with a Lightning migration from your current Salesforce instance.

Session participants will learn to:

  • Use and understand Salesforce’s preparedness tools
  • Determine what is essential for your organization’s initial roll-out and what can be tackled later
  • Deploy and test in a sandbox environment
  • Help reduce anxiety about the upgrade for you and your users

As a special bonus, Premium Support customers who attend this training will receive additional resources to assist you in navigating the upgrade such as a critical checklist guide, an upgrade prioritization decision tree, and an easy 1-page reference for your users on switching from Classic. Join us to load up on the tools and confidence your org needs to smoothly migrate to Lightning.

Premium Support customers are invited to register online and stay tuned to more trainings coming soon!

NOTE: this training is open to Premium Support customers only.  If you’d like to learn more our Customer Success plans, contact us today.

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Webinar

Webinar: Program Management with Einstein Analytics

June 27, 2019 11:00am - 12:00pm
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Are you ready to leverage analytics for social impact with Salesforce? Einstein Analytics is a great tool for sharing data across multi-agency nonprofit collaboratives, alliances, and partnerships. This webinar will detail how Einstein Analytics allows the Chicago Benchmarking Collaborative (CBC) to visualize data in meaningful ways for actionable insights. Thanks to Einstein Analytics, the Collaborative can validate theories, problem solve together, and idea-share on the most effective program management strategies.

Einstein Analytics enables your organization to query and explore data across a wide range of systems. Program analysts and compliance directors can move beyond standard dashboards and reports. By creating an anonymized data warehouse, you can share program outcomes with other partner agencies as well as other departments within your organization. Unlike legacy Business Intelligence or desktop applications, Einstein Analytics is integrated into the cloud-based Salesforce platform.

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Featuring Meg Monti of Exponent Partners and Traci Stanley of Christopher House, the webinar is June 27th, 2019, from 11:00am – 12:00pm Pacific (1:00pm – 2:00pm Central / 2:00pm – 3:00pm Eastern).

About Chicago Benchmarking Collaborative

Chicago Benchmarking Collaborative (CBC) is an alliance of multiple education and human service agencies dedicated to increasing the quality of services offered to low-income families in Chicago’s most underserved neighborhoods. Christopher House serves as both a member of CBC as well the Collaborative’s Project Manager. Prior to launching the Salesforce platform with Exponent Case Management (ECM) and Einstein Analytics, time-consuming reporting meant infrequent benchmarking and lessened the value of the collaborative.

Compared to the previous solution, Christopher House has reduced three reports into one report of anonymized, standardized data for benchmarking. In the past, Christopher House used to manually create data visualizations for sharing with the rest of the Collaborative. Now, the responsive Einstein Dashboards help them visualize the data in ways much more meaningful than a number or percentage. This provides the Collaborative with greater transparency and insights. Moving forward, all collaborative members can view and explore benchmark data.

Read more: How Einstein Analytics Helps the Chicago Benchmarking Collaborative Improve Pre-K Literacy and Math Skills for Low-Income Children

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NorCal Dreamin’ for Nonprofit Leadership Sessions

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June 27 - 28, 2019 12:00pm - 6:00pm
Hyatt Regency Sacramento
1209 L St, Sacramento, California

Exponent Partners invites the Nonprofit Salesforce Community to join us June 27-28, 2019 at NorCal Dreamin‘ in Sacramento, California. The event will be 1 1/2 days. The full day is Friday June 28, 2019, and will include a keynote and multiple Salesforce related sessions.

Session 1: Enabling Nonprofits to measure their Impact!

This session will focus on how your organization can move from simply tracking data to real action. The approach we will discuss will allow you to:

  • Engage your entire organization and empower all staff to use data
  • Focus on building data driven program and organization design
  • Establish shared goals and a centralized data system
  • Regularly communicate and share accountability for using data

Session 1: Amplifying Diversity and Inclusion at Your Organization

Regardless of your role within your organization, diversity and inclusion are critical to the success of today’s staff, donors, volunteers and other constituents. Come join us to hear how to incorporate diversity and inclusion followed by a hands-on activity and resources you can take back to your organization. Susan and Eshe will be joined by Marisa Lopez during session as a leader of Amplify, an organization that empowers underrepresented voices to be fearless leaders in technology.

An event for the Community, by the Community

What’s a Dreamin’ event anyway?  These fun regional events are packed full of solid content organized by learning tracks so you can find a meaningful session that resonates with you. The Dreamin’s are the perfect way to get to know others who are passionate about the Salesforce platform, reconnect with your Salesforce friends, and go home energized and inspired to achieve greatness.

NorCal Dreamin’ is a Salesforce Community event by the Salesforce Community. What does that mean? It means it is a Salesforce conference that is put on by those in the Salesforce Community; Salesforce MVP’s, User Group leaders, and those that just love Salesforce.

NorCal Dreamin’s first year will be 2019 but it is the offspring of Tahoe Dreamin’. Tahoe Dreamin’ ran for 3 years, from 2016 to 2018.  In keeping with the Tahoe Dreamin’ tradition we will have a Saturday activity day for those that want to have fun and network with others.

Be sure to visit the event website and buy your tickets today!

 

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Webinar

Getting Started with Salesforce Reports and Dashboards

May 9, 2019 11:00am - 12:00pm
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The Exponent Partners Customer Success team is offering new Salesforce trainings on topics that customers have requested to supplement our ongoing support services. Senior Consultant, Lara Kimberley and Support Services Engineer, Mira Greene will kick-off our training series at 11am PT/2pm ET on Thursday, May 9, 2019.

Getting Started with Dashboards and Reports will provide you with a foundational overview of Salesforce report and dashboard types. The hour-long training session will include a mix of best practices, live demo, hands-on learning, and Q&A.

Session participants will learn to:

  • Explore the Lightning Report Builder
  • Extend and customize Nonprofit Success Pack  Reports
  • Create reporting solutions for frequently requested NPSP and ECM needs
  • Leverage resources for taking your reporting skills to the next level

Premium Support customers are invited to register online and stay tuned to more trainings coming soon!

NOTE: this training is open to Premium Support customers only.  If you’d like to learn more our Customer Success plans, contact us today.

PEAK Grantmaking Conference Banner Image

Join Us at PEAK Grantmaking’s 14th Annual Conference

Register
March 11 - 13, 2019 2:00pm - 12:00pm
Hyatt Regency
Denver, Colorado

PEAK Grantmaking Conference Banner Image

PEAK Grantmaking advances knowledge, learning and collaboration in partnership with grantmaking professionals and institutions across the philanthropic spectrum. Their 14th Annual Conference is the premier conference focused solely on grantmaking professionals. PEAK2019 Annual Conference is a unique opportunity to network and learn best practices directly from your peers.

Exponent Partners will be in attendance to explore sector-leading program sessions on topics such as Process and Change Management, as well as Diversity, Equity, and Inclusion. This year we’re especially excited to be joined by Salesforce.org at PEAK2019 as their recent acquisition of roundCorner demonstrates their growing commitment to serving the needs of the philanthropy sector. As a Premium Salesforce implementation partner, we look forward to continuing our focus on providing best-in-class strategy, business transformation, and software solutions to the philanthropic sector.

Register to join the conference. Be sure to stop by and meet Pamela Fitch and Kat Ferreira at the Exhibitor Hall.  We look forward to seeing you there!

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Webinar

Webinar: What’s Your Nonprofit’s Strategy for Measuring Impact?

March 5, 2019 10:00am - 11:00am
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Transformative impact measurement requires more than just a great data system. For successful nonprofits, it also means time and money devoted to designing your strategy for measuring outcomes. With the right strategy, your data system can help you improve programs and communicate your success to funders and stakeholders.

This webinar will help you craft your organization’s impact measurement strategy. We’ll share case studies of how organizations we have worked with built effective data systems, with an emphasis on how and when organizations have leveraged specific Salesforce tools along the way.

Learn how you can help your organization’s leadership understand the most effective investments in impact measurement using the Salesforce platform.

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Featuring Kristi Phillips of Exponent Partners and Kelly Dwyer of Impact Academy, the webinar is March 5th, 2019, from 1:00pm – 2:00pm Eastern (10:00am – 11:00am Pacific).

Event: NIO Summit

Register
September 27 - 28, 2018 8:00am - 5:00pm
Aztec Theatre
San Antonio, TX

You’ll find Exponent Partners at The Nonprofit Innovation & Optimization (NIO) Summit, the premier conference for nonprofit marketers and fundraisers looking to grow their online fundraising. Over the course of two days, attendees will learn proven and research-driven strategies from leading experts, participate in hands-on training sessions, and discover all the tools  needed to grow online fundraising and revenue.

Event: Dreamforce

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September 25 - 28, 2018 8:00am - 5:00pm
Moscone Center
747 Howard Street, San Francisco, CA

We couldn’t be more excited for this annual event that brings together so many people from the nonprofit world. Here are a few sessions that we’re looking forward to:

Doing Good with Good Data: The Transformation of California Human Development
Wednesday, September 26 at 2:00p.m.
Cascade Room, Westin St. Francis

Speakers:
Kai Harris, California Human Development
Sean Speer, Exponent Partners

Session Description:
Data is the lifeblood of any nonprofit and a big difference can be made with good data when the right technology is in place. Learn how California Human Development went from managing cases in spreadsheets to using Exponent Case Management to track clients, build out numbers, and leverage data to tell a story that helped the organization secure $5 million in new funding to support a new program initiative. Hear how the nonprofit’s enhanced visibility into performance introduced a higher-level of strategic thinking and led to a more client-centric strategy. Key takeaways:

  • Using data to identify trends and shift resources, as needed;
  • Refining or developing new strategies based on performance; and
  • Leveraging data to direct where your nonprofit goes programmatically with a view towards maximizing impact.

 

Plan First, Implement Later: The Importance of Investing in Thoughtful Discovery
Wednesday, September 26 at 8:00a.m.
Colonial Room, Westin St. Francis

Speakers:
Sandy Allen, United Way Bay Area
Rem Hoffmann, Exponent Partners

Session Description:
United Way Bay Area (UWBA) resisted the temptation of diving directly into an implementation, and instead invested first in a discovery phase. Their decision paid off. Get the inside scoop on how a thorough and well-executed discovery process pushed the organization to think differently about existing systems and processes, while also enabling them to balance staying true to the nonprofit s program model and planning sensibly for a scalable case management solution (Exponent Case Management).