Webinar

Webinar: A Nonprofit’s Guide to foundationConnect Replacement

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In the dynamic world of nonprofit technology, change is inevitable. With Salesforce retiring foundationConnect on January 31, 2026, and subscriptions no longer renewable after January 31, 2025, organizations are facing an impending transition. This presents a unique opportunity to leverage change for greater social impact. Though 2025 may seem distant, we urge you to start embarking on this transformative journey now. By embracing future possibilities and making strategic decisions today, you can position your organization to thrive in an evolving landscape.

Sign up to access this on-demand webinar for a transformative experience designed to empower your nonprofit to prepare for a future without foundationConnect. Hosted by Exponent Partners, your trusted guide in the nonprofit tech landscape, this event brings together our expert panel to provide valuable insights, guidance, and real-world examples.

Key Takeaways:

  • Gain insight into the evolving nonprofit technology landscape, the foundationConnect sunset, and crucial dates.
  • Explore various foundationConnect replacement solutions and factors to consider for your organization.
  • Discover practical steps for a seamless transition, including process review, goal setting, data assessment, and budget planning.
  • Learn how to establish a solid foundation for your successful transition.

Nonprofit Cloud for Program & Case Management Campfire (Chicago, October 31, 2023)

Registration for this event is now closed!

 

Salesforce Implementation partner, Exponent Partners, and Salesforce invite you to a free, hands-on Program & Case Management workshop (Campfire) on October 31st, from 2:00 pm to 5:00 pm Central. This event is tailored for nonprofit organizations like yours and will take place live at the brand new Salesforce Chicago Tower (Address: 333 W. Wolf Point Plaza, Illinois St, Chicago, IL 60654).

Join us for an inspiring half-day event that provides an exclusive opportunity to engage in an experiential demo of the new Nonprofit Cloud for Programs, harnessing the power of technology. Conveniently, we’re hosting this the day before Nonprofit Dreamin, the premier event for nonprofits in the Salesforce ecosystem.

Event Date: October 31st, 2023
Venue: Salesforce Chicago Tower, 333 W. Wolf Point Plaza, Illinois St, Chicago, IL 60654
Admission: Free
Hosted by: Salesforce and Exponent Partners

What to Expect:

Experience the insights from Salesforce Nonprofit Solution experts, industry advisors, and Salesforce consulting partner, Exponent Partners, during this half-day hands-on workshop. You’ll be taken through the process of creating a program, reviewing a client record, configuring a client care plan, engaging in program services, and reporting on outcomes. To dive deeper, we will create a benefit to track client services received and leverage incoming and outgoing referrals. You’ll finish the afternoon knowing how Salesforce can quickly transform and improve your program and service delivery, as well as how to report on your success. Join us for drinks during an Exponent Partners-hosted happy hour after the demo.

Join us on October 31st, 2023, for a day of innovation, insights, and networking. As the eve of Nonprofit Dreamin’, this event sets the stage for a series of inspiring days ahead.

Registration for this event is now closed!

Social Impact Soiree

Join The Nonprofit Social Impact Soirée at Dreamforce

September 12, 2023 4:30pm - 6:30pm
The Box
San Francisco

You’re cordially invited to The Nonprofit Social Impact Soirée at Dreamforce! This is an exclusive gathering for the passionate members of the nonprofit community, and we can’t wait to celebrate together. Join us for an evening of inspiration, networking, and camaraderie as we toast to the positive changes we’re creating.

Why Attend The Nonprofit Social Impact Soirée?

  • A Celebration of Social Impact: This soirée is all about celebrating the incredible social impact our nonprofit community is making. Whether you’re a nonprofit leader, staff member or supporter, your dedication is what drives change.
  • Connect and Collaborate: Network and connect with like-minded individuals who share your commitment to making a difference. Forge new relationships and discover potential collaborations that can amplify our collective impact.
  • Empowering Change: At Exponent Partners, we believe in empowering nonprofits with smart, sustainable systems that drive radically better impact. This soiree aims to inspire you with fresh insights and strategies to drive even greater impact.
  • Toast to Your Contributions: Raise a glass as we raise our voices in acknowledgment of your contributions. We’ll celebrate the transformative work each of you brings to the nonprofit space.

Fill out the form on this page, and we will send you registration information via email.

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Venue and Location: The Box SF

The Box SF, a historic and vibrant four-story building, sets the perfect ambiance for our Nonprofit Social Impact Soirée. Conveniently located just a short 12-minute walk from Moscone, it’s a welcoming space to relax, connect, and be inspired.

Admission: Open to All Nonprofit Organizations 

The Nonprofit Social Impact Soirée is free to all advocates of social change within the nonprofit community. Whether you’re a nonprofit leader, staff member, or supporter, we welcome you to be part of this impactful celebration.

Supporting a Great Cause

Creating social change and giving back is a fundamental part of our mission. For any attendées outside of the nonprofit community, tickets will be $65 and proceeds will benefit a nonprofit committed to dismantling the root causes of poverty in the Bay Area.

Save the Date!

Mark your calendar for September 12th, 2023, at 4:30 PM. Join us at The Box SF, where you’ll experience an evening filled with camaraderie and inspiration, surrounded by like-hearted individuals.

Please note that you must request registration information and register in order to attend. RSVP Now!

Webinar

Webinar: Nonprofit Cloud for Program and Case Management

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Experience the insights from Salesforce.org Nonprofit Solution experts, industry advisors, and Salesforce consulting partner, Exponent Partners, during a demo of the new Nonprofit Cloud for Programs. This informative session originally broadcasted on August 22nd, 2023 and unveils the powerful capabilities of the Nonprofit Cloud, the newest Salesforce innovation for program and case management needs.

During this session, our experts will guide you through a series of engaging nonprofit and human services use cases, demonstrating the seamless capabilities of the Nonprofit Cloud. You’ll gain insights into:

  • Simplified processing of referrals and intake
  • Efficient management of program enrollment
  • Creation of personalized case plans
  • Seamless delivery of services
  • Real-time tracking of program progress

Embrace the potential of a unified platform, purpose-built to maximize your nonprofit’s efficiency. Witness how the new Nonprofit Cloud fosters enhanced staff collaboration and productivity, enabling your team to focus on driving meaningful social impact. By leveraging actionable insights, you can deliver better programs, measure outcomes, and cultivate strong, trust-based relationships with stakeholders, contributing to sustained growth and progress.

Why Attend?

In collaboration with Exponent Partners, experts in nonprofit case and program management implementation, this demo promises to be a transformative experience. Discover how the Nonprofit Cloud for Programs can revolutionize your organization’s effectiveness and social impact. Don’t miss this unique opportunity to explore the new Nonprofit Cloud for Programs. Secure your spot now by registering for the event.

Speakers include: 

  • Ursula Stewart, Grantmaking & Program Management Industry Advisor at Salesforce.org
  • Dan Tajbl, Lead Solutions Engineer at Salesforce.org
  • Kai Harris, Solutions Engineer at Exponent Partners

About the Speakers

Ursula Stewart
Grantmaking & Program Management Industry Advisor at Salesforce.org

Ursula Stewart joined the Salesforce team in January 2020 as a Nonprofit Industry Advisor. In the role of a subject matter expert in grantmaking, program and case management, she challenges organizations to digitally transform, modernize their operations, and connect with individuals and stakeholders in whole new ways to maximize impact. Ursula accomplishes this by providing strategic business analysis for customers. She has more than 30 years in the grantmaking community in the roles of grants management and system administrator. She has keynoted and presented at numerous philanthropic and technology conferences and events. Ursula is one of the 12 founding members of PEAK Grantmaking which after 25 years has a membership of over 7K grantmakers.

Dan Tajbl
Lead Solutions Engineer at Salesforce.org

Dan Tajbl has over 16 years experience in the Salesforce ecosystem. Over his career, he has helped organizations of all sizes and types make informed technology decisions and initiate digital transformations. Dan joined the Salesforce.org team in 2019 to help nonprofits support their missions and drive impact.

Kai Harris
Solutions Engineer at Exponent Partners 

As a Solution Engineer at Exponent Partners, Kai develops solutions to prospective client’s requirements.

Salesforce certified, a Masters in Nonprofit Administration, and years of executive level experience in both human service nonprofits and the technology space, Kai brings a wealth of lived expertise to Exponent Partners. He believes that people solve problems – technology supports people to do their work in the most effective manner and helps demonstrate their impact. Kai’s work has been featured by Salesforce and at national conferences.

Kai lives in Northern California with his wife and two children. He loves building train tracks with his kids, exploring and learning new things, overcast NorCal beach days, camping and hiking, and compulsively checking if the mail has been delivered (it hasn’t – yet).

 

 

Nonprofit Dreamin'

Nonprofit Dreamin’ 2023

Register
November 1 - 2, 2023 9:00am - 5:00pm

We’re excited to announce that Exponent Partners is a proud sponsor of Nonprofit Dreamin’ 2023, the premier conference for nonprofit professionals within the Salesforce ecosystem. But that’s not all—join us for an inspiring journey as we present a session alongside the Chicago Benchmarking Collaborative.

Nonprofit Dreamin’

Date: 1-2 November 2023
Location: 325 N. Wells Street, Chicago, IL. 60654

Nonprofit Dreamin’ is a conference created by and for nonprofit professionals who work with Salesforce. Whether you are a volunteer, employee, or consultant, this event is tailored to meet your needs and support your organization’s mission. Regardless of your level of experience with Salesforce, from beginners to seasoned users, you’ll find valuable insights, networking opportunities, and answers to your pressing questions.

Event Highlights:

  • Engaging sessions led by industry experts and thought leaders
  • Interactive workshops and training sessions for all skill levels
  • Inspiring keynote speeches from prominent figures in the nonprofit sector
  • Ample networking opportunities to connect with like-minded professionals
  • Access to Salesforce partners and vendors showcasing innovative solutions
  • Exhibition hall featuring the latest nonprofit technology and services

Presenting alongside the Chicago Benchmarking Collaborative:

We’re thrilled to partner with the Chicago Benchmarking Collaborative on “Better Together: the Power of Collaboration and Data!”

Join Traci Stanley from Christopher House, and Stacie Pallotta from Exponent Partners as they share their data-driven journey of collaboration in the nonprofit sector. Discover how five Chicago-based agencies leverage Salesforce for benchmarking, enhancing data management, and achieving transformative outcomes through collaboration. Gain practical takeaways and insights to create a lasting impact on your community.

We look forward to connecting with you soon at Nonprofit Dreamin’!

Dreamforce

Dreamforce 2023

September 12 - 14, 2023 9:00am - 5:00pm

Join us at Dreamforce 2023!

Exponent Partners is thrilled to be a part of the most prestigious event in the nonprofit sector. Dreamforce 2023 brings together the brightest minds, over 1,500+ sessions, and internationally renowned speakers. This is your chance to be at the forefront of innovation and make a real impact.

We’re excited to have our very own Sam Colvarro, an expert in Salesforce administration, presenting “Build Better Dashboards.” Discover groundbreaking techniques to design informative dashboards, even if the data comes from external sources. Sam’s unique blend of expertise in Salesforce and her background in the arts will empower you to create visually compelling dashboards that drive informed decision-making. Find her session easily with the CFP Session Code: 1593.

Dreamforce is an unparalleled opportunity to connect with industry leaders, forge valuable connections, and learn from the best in the business. It’s a platform where ideas become reality and social impact is amplified.

Don’t let this chance slip away! Request a meeting with our team at Dreamforce 2023, and let Exponent Partners show you how we can help your organization drive greater social impact. Fill out the form below to request a meeting.

Request A Meeting at Dreamforce 2023

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Dreamin’ in Color Conference

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June 14 - 16, 2023 9:00am - 5:00pm
Raleigh Convention Center
Raleigh, North Carolina

We are excited and proud to once again sponsor of Dreamin’ in Color, a conference geared towards current or aspiring Black Salesforce professionals and those who support their development and growth. Taking place in Raleigh, North Carolina, on from June 14-16, this event provides the opportunity for the community to come together and discuss how succeed, grow thriving careers, overcome obstacles and even build businesses in the Salesforce ecosystem. The conference is packed with inspiring sessions that provide technical and career-oriented learning opportunities. Not only that, there’s a hiring fair, a networking welcome event the first night and many other opportunities to learn and connect.

We would love the opportunity to connect with you at Dreamin’ in Color in Raleigh. Register here. Hope to see you there!

Salesforce World Tour NYC

Register
May 4, 2023 9:00am - 5:00pm

The team from Exponent Partners is heading to the Big Apple for Salesforce World Tour NYC! Taylor McGovern, Account Executive, and Lisa Wallace, VP of Business Development, look forward to connecting with nonprofit clients and prospects at this community-oriented one-day event. Register here to experience magical keynotes, immersive experiences, and stories of customer success on the Salesforce platform. We would love the opportunity to meet with you in New York, so please drop us a line so we can find a time to connect. Hope to see you there!

Webinar

Ask the Expert: Q&A with Joshua Shaughnessy

November 2, 2022

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Do you have a nagging question about your organization’s Salesforce setup, what third-party apps would help increase your efficiency or how to know if it’s time to work with a virtual Salesforce administrator? Or are you just curious to hear what other organizations are focusing on and how they’re using Salesforce to help create impact in their communities?

Access this on-demand recording of our webinar to get access to an interactive, “ask me anything” session with Joshua Shaughnessy from the Exponent Partners Success Center. Josh, a managed services consultant on the team, has many years of experience helping nonprofit organizations with participatory methods, data collection and management systems. He’s excited to take your questions and provide insightful recommendations. Josh gets really excited working with organizations on effective data governance and change management, optimizing processes to reduce redundant work and minimize technical debt, and enhancing organization’s ability to track outcomes and impact. Josh answers questions focusing on:

  • What are some ways to reduce technical debt?
  • What are some challenges when designing or building solutions? What are some helpful ways to build solutions to address staff or organization needs?
  • How can we recover if our instance of Exponent Case Management is deleted?
  • How should we know if a virtual admin service is right for us?

Access the on-demand webinar now for this fantastic opportunity to tap into the Exponent Partners braintrust and come away with practical and helpful insights! 

Webinar

Just in Time: Tracking Time and Attendance

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Time and attendance management is critical for workforce development programs. It enables organizations to toss out those manual timesheets and ensure that every minute is tracked automatically, establishes a transparent work environment, cultivates time management and improves compliance by eliminating the chance of human error. It can also ensure that employees or laborers are paid on time and without error, which is key to fostering satisfaction. 

Center for Employment Opportunities (CEO) has a transitional jobs program that supports over 300 workers, across 30 sites, to get same-day pay while gaining skills and work history. After launching a project to replace their payroll processor, unexpected delays put them at risk of not being able to process payments to their workers. Register for our upcoming webinar to see how they used Exponent Case Management and FormAssembly to fill the gap between transitioning to a new payroll process without interrupting service. 

Sign up to access this on-demand webinar to learn: 

  • The benefits of tracking time and attendance digitally 
  • How to support employment outcomes at every stage
  • How to leverage ECM’s Workforce Development Module and FormAssembly to track time and attendance 
  • Ways to improve efficiency and compliance
Dreamforce 2022 Skye Tyler Dynamic Forms Session

Dreamforce 2022

Register
September 20 - 22, 2022 3:00pm - 3:20pm
Dreamforce

Join us this September for the 20th anniversary of Dreamforce. With over 1,000+ sessions scheduled this year and internationally renowned guest speakers and performers, this epic event is shaping up to be the biggest and most impactful ever.

Ever struggle with the 40 character limit on field labels causing confusion for your users? Need to give users additional instructions or guided visual prompts when they’re entering data? Tired of endless scrolling on the detail page to find the field you need? Join our very own Skye Tyler to learn how we use Dynamic Forms and other Lightning page components to administer evidence-based assessments in a way that ensures the integrity of the assessment and improves the user experience.