To help you with the process, we’re highlighting 17 sessions you can’t miss if you’re a nonprofit or foundation exploring Salesforce solutions.
Monday, November 6th
Monday, November 6, 8:30 AM – 8:50 AM, The Westin St. Francis San Francisco, Grand View Theater
Join Appirio to learn how to leverage Salesforce Communities to better engage your constituents, faculty, staff, and volunteers. This intermediate level presentation will focus on Nonprofit, Higher Education, and cross-vertical examples, demonstrating Salesforce functionality that enables organizations to better collaborate and improve the constituent and worker experience.
Speaker: Julie Macalik (Appirio)
Monday, November 6, 9:00 AM – 9:40 AM, The Westin St. Francis San Francisco, California West
Join Kelly Hardebeck, Salesforce.org’s Success Engagement Director, Common Sense Media, and CARE on best practices for planning and executing on your Salesforce implementation, ensuring its success.
Speakers: Kelly Hardebeck (Salesforce.org), Gordon Lee (Common Sense Media), Stephanie Greene (CARE International)
Monday, November 6, 9:00 AM – 9:20 AM, The Westin St. Francis San Francisco, Grand View Theater
REDF (The Roberts Enterprise Development Fund) provides grants to social enterprises that employ millions of people who cannot get work because of histories of homelessness, incarceration, mental health issues, substance abuse or limited education. REDF embraced data-driven grant making by increasing their ability to analyze and assess correlation to successful outcomes. In particular, REDF will demonstrate how common issues faced by grant-making organizations, such as outcomes tracking and managing budget to actuals, could be solved using Salesforce community.
Speakers: Pierre Kaluzny (Sputnik Moment), Nicole Simoneaux (REDF)
Monday, November 6, 5:30 PM – 6:10 PM, The Westin St. Francis, California West
Want an enterprise implementation but don’t know where to start? Learn how Maryville University waded through a year of implementation hell to transition from using Salesforce as a point solution to scaling the platform for campus-wide use. Now Maryville offers the entire campus Salesforce functionality for everything from recruitment and admissions, advising, service, communications, community engagement, events management, friend-raising and fund-raising to course material adoptions, contract management, faculty activity reporting, and process automation. You can, too. Join us to learn how to roll out Salesforce “horizontally” and achieve your connected campus vision.
Speakers: Doug Glaze (Maryville University), Kathleen Lueckeman (Maryville University)
Tuesday, November 7th
Tuesday, November 7, 8:00 AM – 8:40 AM, The Westin St. Francis San Francisco, California East
The National MS Society relies on events such as Bike MS to raise funds and awareness for their important cause. Using Marketing Cloud’s automated emails that include dynamic, localized content, they support the user experience, and drive registrations and fundraising for these important events. The Girl Scouts of the USA has a diversity of constituents, from alumna and donors to cookie consumers, parents and volunteers. The Salesforce Marketing Cloud enables staff to send mass, automated emails that remain personalized, saving staff time and increasing engagement with audiences.
Speakers: Kristin Bond (Girl Scouts), Todd Culter (National MS Society)
Tuesday, November 7, 8:30 AM – 8:50 AM, The Westin St. Francis San Francisco, Creekside Theater
High-touch fundraising takes time and effort to succeed. As the fourth largest nonprofit organization in the US, it is increasingly important for The Salvation Army to make technology work for them to support their major giving and planned giving efforts. Recently, the organization concluded that roundCorner’s NGO Connect and the Salesforce Platform are an unbeatable combination, offering scalability and consistency to harness the power of The Salvation Army as among the most recognizable of international brands. Join us to see how roundCorner empowered The Salvation Army with a new foundation for high-touch fundraising and handed them the key to unlock their success.
Speakers: Rubin Singh (roundCorner), Karen Feher (The Salvation Army East)
Tuesday, November 7, 9:00 AM – 9:50 AM, The Westin St. Francis San Francisco, Georgian Room
Formerly ‘Birds of a Feather,’ Mindshare Meetups are an opportunity for like-minded Nonprofit and Education professionals to gather and discuss how Salesforce can serve as a platform for solving organizational and universal world issues. Tuesdays’ Meetups will focus on sustainable development goals (SDGs), a new, universal set of goals, targets, and indicators that United Nations member states are expected to use to frame their agendas and political policies over the next 15 years. There will be five groups of 10 meeting simultaneously focusing on the following SGDs: Poverty / Hunger, Good Health and Well Being, Quality Education, Sustainable Cities and Communities, Responsible Consumption and Production
Moderator: Julia Cannon (roundCorner) [Quality Education]
Tuesday, November 7, 9:00 AM – 9:20 AM, The Westin St. Francis San Francisco, Grand View Theater
Programs are unicorns. How do you take their manual processes across shadow systems and streamline it? How do you implement new a grants system in an existing Salesforce environment? How do you create a solution that is scalable for the future? The Pew Charitable Trusts (Pew) is driven by the power of knowledge to solve today’s most challenging problems. Through foundationConnect, a grants management solution built on Salesforce, Pew created a centralized hub for all grantmaking activities. Join Pew to learn how Salesforce and the broader ecosystem of apps provided brand consistency across multiple grant programs, promoted transparency and collaboration internally and externally, improved efficiency in contracts management, preserved Pew’s institutional data, and provided insights through reports and dashboards to make informed decisions and get to measurable outcomes.
Speakers: Amit Patel (Accenture), Elizabeth Sweet (The Pew Charitable Trusts)
Tuesday, November 7, 9:30 AM – 9:50 AM, The Westin St. Francis San Francisco, Grand View Theater
Almost every nonprofit spends more time than they’d like on the fundraising treadmill. But identifying and cultivating donors doesn’t have to be tedious and hit-or-miss. Join us to hear how nonprofits like The National Aquarium and The Multiple Myeloma Research Foundation (MMRF) are using the WealthEngine-Salesforce integration to enrich CRM data with prospect wealth, scoring for donor research and analytics to find more donors.
Speakers: Melanie Bricker (National Aquarium), Michael Hund (MMRF)
Tuesday, November 7, 12:30 PM – 1:10 PM, The Westin St. Francis San Francisco, Tower Salon B
Salesforce.org nonprofit and education customers – Determine how to effectively manage change and governance within your organization. Process, Roles, Governance and What’s in it for Me! Join us for a discussion to collaboratively determine the characteristics of how to effectively manage change.
Moderator: Michael Kuszczak (roundCorner)
Tuesday, November 7, 2:30 PM – 3:10 PM, San Francisco Marriott Marquis Hotel, Foothill F
As the world’s largest private foundation, Bill & Melinda Gates Foundation grants millions of dollars every year to partners across the globe. However, their existing technology stack was limiting their growth. In order to expand their reach and efficiencies, they chose SpringCM for document management and Salesforce for CRM. Hear how SpringCM and Salesforce are partnering with Bill & Melinda Gates Foundation on the journey to become more agile, increase visibility and stay in compliance. This enables them to scale their operations and manage their mission more efficiently. This session will empower nonprofit leaders to future-proof their organizations by creating smarter, faster and more effective organizations.
Speakers: Chad Berg (Bill & Melinda Gates Foundation), Greg Buchholz (SpringCM)
Tuesday, November 7, 3:00 PM – 3:20 PM, The Westin St. Francis San Francisco, Grand View Theater
Are you a Salesforce.org user who is new to marketing automation or looking for ways to improve your management strategy? This session is focused on how you can leverage your data to cultivate your donor base efficiently and effectively using marketing automation. We will show you how you can cultivate your donor base using marketing automation both at a micro level with 3 quick hacks to existing NPSP functionality, and at a macro level if you are using a tool like Pardot or Marketing Cloud.
Speakers: Melissa Foley (Idealist Consulting), Sara Metheny (Idealist Consulting), Sara Yeffa (KVIE Public Television)
Tuesday, November 7, 4:30 PM – 4:50 PM, The Westin St. Francis San Francisco, Creekside Theater
Funding uncertainty has become a way of life in many parts of the U.S. Rising costs of living with stagnant wages and changing demographics are putting increasing pressure on communities and associated human services agencies. And that’s not to mention potential changes in Federal policy. Increasingly, funding is also tied to proof of outcomes. Legacy case management and program management systems make it hard to efficiently input and then analyze the data to show results. Join us to hear from our client Center for Employment Opportunities on how moving to programs and case management to Salesforce has made it easier to provide results and outcomes to funders and your community.
Speaker: Rem Hoffmann (Exponent Partners)
Wednesday, November 8th
Wednesday, November 8, 9:00 AM – 9:50 AM, The Westin St. Francis San Francisco, Georgian Room
Formerly ‘Birds of a Feather,’ Mindshare Meetups are an opportunity for like-minded Nonprofit and Education professionals to gather and discuss how Salesforce can serve as a platform for solving organizational and universal world issues. Wednesdays’ Meetups will focus on popular solution lines for Nonprofit and Education customers. Fundraising, Program Management, Admissions Marketing / Communications / Outreach, Data Management / Data Security
Moderator: Dan Lammot (roundCorner) [Fundraising]
Wednesday, November 8, 11:00 AM – 11:40 AM, The Westin St. Francis San Francisco, California East
Are you tired of writing “sorry for the delay” in your emails? With Einstein Analytics you can say “so long” to that phrase, just ask Open Society Foundations (OSF). For this human rights foundation, it is critical that they respond quickly to crisis around the world. Which means releasing funding to their grantees who put this important work into action, as soon as possible. Using Einstein Analytics, OSF has created dashboards which enable a more in-depth understanding of the approval processes required to release funding. It also allows staff to identify bottlenecks and understand how to avoid delays in the future.
Speakers: Open Society Foundations (OSF)
Wednesday, November 8, 4:00 PM – 4:40 PM, The Westin St. Francis San Francisco, California East
By using case management in the Salesforce Community Cloud, Tides solves problems related to client service delivery, grants management, and tracking both internal and external requests. Girl Scouts of the USA uses Service Cloud for integrated customer care with Girl Scout councils across the country, giving the Movement a 360-degree view of customers, providing improved customer care. With data and analytics, both organizations are able to understand where the support is needed and where to invest.
Speakers: Jonathan Mergy (Tides), Julie Smack (anyrelm, LLC)
Thursday, November 9th
Thursday, November 9, 12:00 PM – 12:20 PM, The Westin St. Francis San Francisco, Grand View Theater
The Chicago Council on Global Affairs (CCGA) provides a forum for world leaders, policymakers, and other experts to speak on global issues. CCGA chose the Salesforce Platform to manage over 200 events a year, membership, event, email marketing, social media engagement, grant seeking, and donor/constituent portal management needs. Join us as The Chicago Council on Global Affairs’ Database Services Officer Sara Darga and Heller Consulting’s Founder and Chief Strategy Officer Keith Heller share how CCGA used a comprehensive change management program with the Change Management Success Framework during their Salesforce implementation project. They’ll step through the various strategies used to establish support, build awareness, provide knowledge and training, and reinforce positive behavior to migrate their community to the new system.
Speakers: Sara Darga (Chicago Council on Global Affairs), Keith Heller (Heller Consulting)