’s Higher Ed Summit has commenced, and with so many sessions to choose from, you might be slightly overwhelmed! Not to worry, we are making it a little easier for you. Here are 5 sessions that you can’t miss out on if you’re a university exploring EdTech solutions from Salesforce.


Westmont College Realizes Gift Processing Efficiencies with Advancement Connect

Thursday, April 27, 3:00 PM – 3:20 PM, Hilton Austin, Saddle Theater (In Austin Social Club)

In higher education, we strive to acknowledge donors in an expedient manner. Join us to see how Westmont College used Advancement Connect to reduce the time from gift processing through stewardship from weeks to under 36 hours, and see their before and after workflows. Reed Sheard, CIO and Vice President for College Advancement at Westmont College, will also share how the Westmont team leveraged Salesforce and Advancement Connect in the Westmont mobile app that they built in under two hours, empowering staff with the right tools at the right place and time. Reed will be joined by Wendy Davis, roundCorner’s Product Marketing Manager.

Speakers: Reed Sheard, (Westmont College), Zachary Landrum (Westmont College) and Wendy Davis (roundCorner) Solution Demo: Alumni & Donor Management

Thursday, April 27, 3:00 PM – 3:20 PM, Hilton Austin, Spur Theater (In Austin Social Club)

Finding new donors, growing gifts from existing supporters, and managing the back-end of fundraising requires a lot of attention to detail. Salesforce for Advancement can help you build enduring alumni relationships, increase fundraising, and report performance results. Presented by a Solution Engineer.

Speaker: Dan Neubert (

Sales Cloud: The Future of Prospect Management

Thursday, April 27, 3:15 PM – 3:55 PM, Hilton Austin, Meeting Room 408

This session will focus on building your own prospect management system on Salesforce – one that is specific to your institution’s needs. Worcester Polytechnic Institute (WPI) will talk about the process it went through, show prospect management at WPI, and discuss the organic nature of the entire process. Hear how continuous improvement and constant conversation with the end users have made this such a success, and listen to some of the lessons learned along the way.

Speaker: Cheryl Cerny (WPI)

Leading During Change: Disruptive Innovation and its Role in Education

Thursday, April 27, 3:30 PM – 4:10 PM, Hilton Austin, Governor’s Ballroom

Higher Education faces numerous challenges, ranging from affordability, to questioning the necessity of a college degree for professional success, to the role of education in society as an important catalyst for civic responsibility. As these challenges increase, technology holds the potential to be even more strategic to the long-term success of our institutions. Building upon the work of Clayton Christensen from the Harvard Business School and author of Competing Against Luck and Geoffrey Moore, author of Crossing the Chasm and Zone to Win, this presentation will explore the vital role disruptive innovation and the Salesforce CRM can play in supporting admissions and fundraising success. If you are trying to understand and respond to the myriad changes and challenges facing higher education, come hear how Westmont is seeking to proactively transform its institution by leveraging concepts from Christensen and Moore and great tools from Salesforce.

Speaker: Reed Sheard (Westmont College)

Increasing Alumni Engagement for Major and Planned Giving

Friday, April 28, 2:15 PM – 2:35 PM, Hilton Austin, Saddle Theater (In Austin Social Club)

The most valuable assets in Advancement are the deep relationships you’ve developed with your most generous supporters. These relationships go well beyond simply writing a check, but they do result in the gifts that allow colleges and universities to expand the reach and impact of their educational missions. How can you best steward your existing relationships, and identify opportunities to cultivate additional similar relationships? While technology and data can’t do the crucial work of cultivating personal relationships, they can help you work smarter to leverage your time and resources to find and focus on the right people, in an efficient way that ensures you’re making the best use of your time and nothing falls through the cracks. Using to support your Major Giving, Planned Giving and Campaign initiatives can help you simultaneously expand and deeply personalize your relationships with your key supporters and influencers.

Speaker: Keith Heller (Heller Consulting)


Hope you can make at least one of these great sessions at this year’s Higher Ed Summit! To keep up with roundCorner at the Summit, follow @roundCornerInc on Twitter.

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