Webinar

On Demand: Exponent Case Management Introductory Webinar

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Exponent Case Management (ECM) helps you collect data while you work, making it possible to track your results and connect your day-to-day activities to your outcomes. Built on the Salesforce platform, ECM works with all types of programs and has you covered: monitor program intake and output, track services, plan effective interventions, report on compliance, outcomes and all your great work!

Watch this introductory webinar to understand:
– relevant features and capabilities of ECM and Salesforce
– how ECM can reduce the time staff spend on paperwork
– what to expect when moving your agency to ECM

Exponent Partners Catholic Charities USA Annual Gathering 2024

PEAK2022 Online

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Virtual Event

The team at Exponent Partners is thrilled to once again be sponsoring this fantastic annual event. Join us for PEAK2022 Online, a virtual event dedicated to imagining what PEAK stands for: principles, equity, advocacy and knowledge. Taking inspiration from thought-provoking keynotes, interactive peer dialogues, skill-building breakouts, and community gatherings, the PEAK2022 Online experience will leave you empowered to lead change in your organization and the sector at large.

Pamela Fitch, account executive, will present a meet and greet session on Thursday the 24th entitled “Aligning Impact Measurement and Grants Management: Q&A with Exponent and Amp Impact”. Special guest Katrina Seidel from Amp Impact will join Pamela to address some common questions that come up for grantmakers and keep it fun, light and solutions-focused.

We hope you can join us at PEAK2022 Online!

Webinar

On Demand: Using SMS to Improve Outcomes in Human Services

April 6, 2022

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This webinar was recorded on April 6th, 2022 and showcases how human service agencies can utilize modern technology to accelerate program growth, develop relationships with constituents, improve communications and drive radically better impact for the communities they serve.

Discover how California Human Development (CHD) leverages the inherent value of case management technology to foster relationships with underserved members of the community and is able to respond rapidly when disaster strikes through their implementation of technologies like SMS. We’ll walk you through how CHD managed to distribute $5 million of critical state aid to undocumented residents in 5 weeks and was subsequently able to secure funding for a COVID education program to serve those most in need. 

Attend this webinar to learn how: 

  • A modern case management platform can simplify your systems while increasing operational efficiency 
  • Leveraging SMS text messaging helps engage vulnerable populations and improve communication 
  • Capture the information you need at every stage to understand and report on program impact 
  • Innovative technology can help foster connection and improve outcomes for the communities you serve

Featuring guest speaker, Isaiah Antoine, the Community Impact Director at California Human Development. Isaiah joins us to share how using adaptive technologies like Exponent Case Management and Mogli enables CHD to nurture community connections, which ultimately improves their ability to serve their clients.

About the Speakers: 

Isaiah Antoine  

Community Impact Director, California Human Development

Isaiah Antoine is an Outreach Professional that is committed to promoting equity in the various spaces of social justice work. He has worked in Events, Marketing, and Outreach in the non-profit and for-profit space for 6+ years. He currently serves as the Community Impact Director for California Human Development, a non-profit based out of Northern California with the mission to “creates paths and opportunities for people in need to rise above barriers in their pursuit of better lives.

Mira Greene

Solution Engineer, Exponent Partners 

Mira spent over a decade working in nonprofit management for both arts and human services organizations before joining the Exponent Partners team. Her first-hand experience as a lone Salesforce Admin juggling many other responsibilities allows her to work with customers to quickly understand their unique business processes and data needs, with an emphasis on reducing administrative work through process automation and using dashboards and reporting to help program staff take ownership of data.

Rob Blatchley

Chief Revenue Officer, Mogli Technologies 

Since 2017, Rob has driven Mogli’s strategic growth and expansion serving as Vice President of Product Management, Chief Operating Officer, and currently Mogli’s Chief Revenue Officer. With extensive expertise in leading and scaling agile teams in the Salesforce ecosystem, Rob is focused on consistently and constantly learning from existing and future clients to innovate new solutions, partnerships and relationships.

 

 

Elevate 2022 Virtual event Exponent Partners

Elevate 2022: It’s Time to Rebuild and Reflect

Register
February 23 - 25, 2022 1:00pm - 1:30pm

Changemakers, unite! Our world has been turned upside down by the pandemic. How do we begin to recover? Elevate 2022 is a three–day virtual conference experience that brings together changemakers from across the country to help us rebuild a world better than it was before! Join your fellow social impact professionals to learn how to manage change in times of uncertainty. Now celebrating its eighth year, this virtual conference will help you prepare for what’s next facing human services organizations and the nonprofit sector, and allow you to network with peers from across the country.

Where:
Virtual

When:
Feb. 23-25, 2022

View the full schedule here. 

Four thought-provoking tracks:
Leadership reinvented
Toolbox for social sector leaders
Advocating for social change
Changemaker Cafe

Attend for 3 full days of networking, resources, and learning!

View the speakers here. 

Join in on the fun with live keynote sessions, hands-on workshops and on-demand sessions designed to explore leadership resilience and growth.

Register for Elevate 22 here. 

The path of progress demands new ways of thinking. We know that reliable data and leadership are critical to a nonprofit’s ability to do more good. That’s why we’re proud to sponsor the Nonprofit Leadership Alliance’s annual conference, Elevate 2022. Be sure to stop by our virtual expo booth while you’re there!

Elevate 2022 Virtual

Man and woman sitting and talking Exponent Partners Northeast Dreamin 22'

Northeast Dreamin’ 22

Register
April 28 - 29, 2022 12:00am - 12:00am
Northeast Dreamin' 2022
Providence, RI

Northeast Dreamin’ is the premier Salesforce user conference in the Northeast United States.

Join our Director of Success Center, Rachel Hands, for an interactive panel discussion and a no-holds-barred look at getting the most out of contractor and vendor relationships.  We’ll share a checklist of things to do before engaging with vendors & contractors (including technical do’s & don’ts), and discuss best practices on how to create better RFIs & RFPs, how to maximize your engagements, and evaluating what went right, what went wrong, and how to do it better next time.

Learn more about Northeast Dreamin’ and register here.

Webinar

On Demand: A Data-Driven Approach to Tackling Homelessness

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This webinar was recorded on Thursday, January 13th, 2022. Watch this webinar to learn how nonprofit organizations can leverage Exponent Case Management’s HMIS Module to manage all aspects of their supportive housing programs while also supporting their entire organization from fundraising, volunteer management, HR and more.

The need for housing programs and services is at an all-time high. Just ask the over 580,000 people who experience homelessness in America every day. Experts agree that affordable housing and policy changes are necessary to combat homelessness; however, data-driven technology advancements can greatly assist these efforts by providing human service agencies with the right tools to help them serve their constituents. 

Whether you’re providing shelter, permanent housing, or helping secure stable jobs, we can help you ensure that your clients are aligned with the correct services to break the cycle of homelessness.

Exponent Case Management (ECM) is trusted by top innovative human services agencies on the frontline of ending the homelessness crisis. We help to empower every aspect of your mission from client intake to exit and improve outcomes for the people you serve. Attend our live webinar, A Data-Driven Approach to Tackling Homelessness, on January 13th, 2022 at 11am PT/2pm ET to learn how:

  • A modern case management system built for rapid re-housing and other supportive housing programs can improve outcomes for the communities you serve
  • ECM can inspire programmatic improvements
  • The right-fit technology solution can streamline the relationships between clients, landlords, and supporting service providers
  • ECM’s HMIS module takes the guesswork out of HMIS compliance 

About the Speakers

Eric Magnuson
Director of Exponent Case Management Business Development

With over two decades of nonprofit technology experience, Eric’s mission in life is to help nonprofits grow their impact. He is comfortable crafting best-fit technology solutions for all functions within nonprofits, however, program management is where he sees the most need. For the last decade, he has focused on harnessing the power of the Salesforce platform to solve nonprofit program management needs with applications such as Exponent Case Management. Eric lives with his family and pets in the beautiful pacific northwest.

Josie Alleman
Product Manager

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. Applying her experience in human services as a case manager and QA manager as well as her many roles at technology companies for nonprofits, she has been instrumental in leveraging her knowledge to enhance ECM.

She holds a BA in Psychology and a Masters in Social Work and Public Policy from Ohio State University. Josie lives in Cleveland, Ohio with her family and cat.

 

Illustration of Salesforce mascots under a banner that reads Salesforce.org Week of Learning

Must See Sessions at the Salesforce.org Week of Learning

Register
October 4 - 8, 2021 9:00am - 6:00pm

You’re invited to join us October 4 – 8, 2021 at #SFDOWeekofLearning. Salesforce.org is hosting a special event for Nonprofit customers featuring roundtables, hands-on-learning, networking, and more! The Week of Learning is five days of live virtual events just for Salesforce.org Nonprofit customers around the globe with content and learning opportunities tailored specifically for you. Register for free to learn new skills, discuss relevant Salesforce topics, and discover best practices from Salesforce experts.

What to Expect

The goal with Week of Learning is to provide learning and sharing opportunities for existing Salesforce customers. This includes fun and exciting sessions such as:

  • Roundtables
  • Hands on Learning
  • Networking
  • Personalized enablement
  • Information about success offerings for Salesforce.org customers

Week of Learning is a fantastic opportunity to access always-on adoption resources to help your organization advance your mission with the Salesforce platform. Plus, you’ll get to connect with fantastic Salesforce.org Partners like us!

Partner Day Session & Demo Jam

On Friday, October 8, 2021, bring your toughest questions to Ask a Partner Expert Day! Join the interactive discussions with Exponent Partners and other Salesforce.org Partner experts, as we gather to discuss topics from the Week of Learning and how Salesforce can serve as a platform for advancing your mission. Exponent Partners will be hosting a session for Foundations & Grantmaking (NGO) at 10:25am PT and our Salesforce app Exponent Case Management will be part of the NGO Demo Jam from 9:30am – 10am PT.

 

Photo: Dreamforce conference welcome gate

Join us at Dreamforce in-person and online with Salesforce+

Register
September 21 - 23, 2021 9:00am - 5:00pm

Calling all trailblazers! Join us at Dreamforce, the largest global user conference, on September 21–23, 2021, in-person and online via Salesforce+ streaming. You can always count on Dreamforce for inspiring keynote speakers, #AwesomeAdmin tips, expert-led demos, and fun surprises. With Salesforce+ attendees like you can join from anywhere and everywhere. Catch all the luminary speakers, customer success, and groundbreaking innovation on display. Attending online is free, easy, and available to everyone.

Find us at the Dreamforce campfire in San Francisco

Salesforce is taking a hybrid approach this year, hosting a select few attendees in San Francisco, while the rest of the world will be joining virtually. If you’re traveling to the in-person sessions in San Francisco be sure to come find Exponent Partners Senior Consultant Skye Tyler who will be in-person leading a campfire chat for Salesforce Administrators on Formulas for Success. Ever had a validation rule you needed to bypass when updating a record through automation? Want to conditionally display a Lightning Component based on details about a specific user viewing the record? If yes, this campfire chat is perfect for you! Join Skye as she highlights several different ways that formulas can be used to make a big impact.

Photo of Skye wearing her Exponent Partners t-shirt surrounded by Salesforce swag

Register for free today!

When you sign-up to attend through Saleforce+ you will join a community of over 100K users across the globe and get access to over 100 hours of original content. Salesforce+ will stream four channels so you can find what’s the most meaningful for your role and area of interest. Read more about the Salesforce hybrid event in 2021 and register for Dreamforce today!

Photo: map of United States with TAGReconnect text

Reconnect with the Technology Association of Grantmakers in Chicago

Register
September 24, 2021 8:00am - 2:00pm
Chicago

Join Jen Cole and Pamela Fitch from the Exponent Partners team in Chicago for a one-day event reconnecting members of the Technology Association of Grantmakers (TAG). On the agenda is collaborative peer learning, a future-focused panel, lunch, and plenty of opportunity for thoughtful network building and conversation around philanthropy and grantmaking.  Not to mention having the fantastic opportunity to explore some of Chicago’s cultural treasures.

About TAG

TAG (Technology Association of Grantmakers) connects IT leaders working in philanthropy. The organization’s mission is to advance philanthropy through the power of technology. TAG’s work focuses on building knowledge, strengthening networks and advancing the social sector. Exponent Partners has been a long-time supporter of this organization, attending past conference events and engaging with TAG members at every available opportunity.

Why should I attend?

This Chicago event is one of 5 in the #TAGreconnect series, connecting members with a series of hyperlocal micro-conferences. All current TAG members are invited to meet and connect in a meaningful way. As participant safety is a critical priority, the event organizations have taken into consideration the current local guidelines around Covid restrictions for in-person events. The organizers are not requesting proof of vaccination for registration, but per CDC recommendations, all participants are encouraged to receive a Covid vaccination.

Image: Good Tech Fest Banner

Good Tech Fest 2021 is Better than Ever – Don’t Miss Out!

Register
May 18 - 19, 2021 11:10am - 2:15pm
Virtual

The Good Tech Fest asks: how can you use technology to further the mission of your organization? Exponent Partners is proud to sponsor this virtual conference that resonates so deeply with our mission. Good Tech Fest is a community of people who believe in creating impact in this world. We are nonprofit executive directors, foundation program officers, social entrepreneurs, data analysts, product managers, technologists, data nerds, and more. The Good Tech Fest community works for change and believes if we responsibly use data and technology that we can be more effective in achieving that mission.  You can register for free using the code FriendOfTheNerd.

Moving the Fest Online

In the spring of 2020, Good Tech Fest was scheduled to take place in-person in Chicago. But as it became clear the COVID-19 pandemic was going to force a halt to large indoor gatherings, conference organizers pivoted to offering the conference online. It was a huge success! More than 1,500 people from 42 countries participate in Good Tech Fest virtually and organizers are striving to make this year’s event the most global, representative, and accessible yet!

Must See Breakout Sessions on Fundraising and Philanthropy

The Good Tech Fest community works to utilize data and technology for social impact. Unlike other nonprofit or social sector technology conferences, Good Tech Fest sessions are very much focused on program and field technologies. But the core of this event is a passion for social impact. The 2021 Good Tech Fest boasts 80 engaging sessions and inspiring speakers kicking off with over 10 keynotes on Tuesday May 18th at 1:10pm Central / 11:10am Pacific / 2:10pm Eastern. Then on Wednesday May 19th you’ll have over 50 sessions to choose from on how changemakers today can leverage data for social impact. Don’t miss these sessions featuring our staff and Salesforce.org colleagues.

Leveraging Data to Understand the Relationship between Impact and Fundraising

Wed May 19, 12:00pm – 12:30p, CDT / 10:00am – 10:30am PDT(30 Min)

Speakers:
Lara Hoke Kimberley Senior Consultant, Fundraising Lead, Exponent Partners
Julie Feener, Director of Client Services for Philanthropy, Fundraising & Education, Exponent Partners

For many years, organizations have struggled with how to communicate their impact. Even today, within the sector, organizations struggle with explaining how their work makes a difference and what that work generates in regards to social return of donor investments. This session takes a high-level look at how to tie a logic-model based outcomes measurement strategy to strategic fundraising initiatives to drive organizational communications around impact.

Philanthropy at a Crossroads: An Inside Look at the Latest Salesforce.Org Grants Management Solutions to Meet this Moment

Wed May 19, 12:45pm – 1:45pm CDT / 10:45am – 11:45am PDT  (1 Hour)

Speakers: 
Ursula Stewart, Grantmaking Industry Advisor, Salesforce.org
Pamela Fitch, Philanthropy Practice Account Executive, Exponent Partners
Brent Shively, Lead Solution Engineer for Foundations, Salesforce.org

Whether responding to the COVID-19 pandemic or mass demonstrations in support of the Movement for Black Lives, many grantmakers want to better support society’s most marginalized communities. The philanthropy sector has a unique opportunity to loosen the fetters of institutional processes to ramp up impact, to fund innovatively, and encourage projects that address structural issues that limit equity during this public health crisis and beyond.

To achieve this goal, grantmakers need the right technology. Salesforce.org is the social impact center of Salesforce focused on partnering with the global community of changemakers. As a social enterprise business unit dedicated to creating solutions for nonprofit, educational, and philanthropic organizations, Salesforce.org innovates on top of the world’s #1 CRM, channeling the philanthropic power of employees, customers and partners to join our global movement for good.

Join this session for an engaging discussion on philanthropy trends and a live demonstration of the Salesforce Grants Management solution. Built in collaboration with the grantmaking and nonprofit communities, this deep dive will focus on the user experience of applicants; grantees; and grantmakers. From engaging with stakeholders to managing grant portfolios and out-of-the box reports to help track your foundation’s impact, get a peek of Salesforce’s new Grants Management solution.

Can’t Miss Keynotes

For our 2021 Good Tech Fest Keynote on May 18th join a fantastic group of panel discussions and fireside chats including:

Register Today!

What are you waiting for? Join the virtual conference where the global community of change-makers comes together. Register today to reserve your spot.  You can register for free using the code FriendOfTheNerd. We look forward to seeing you there!

Image: NAWDP Conference Banner

National Association of Workforce Development Professionals Conference

Register
May 17 - 19, 2021 8:45am - 1:30pm
Virtual

The National Association of Workforce Development Professionals (NAWDP) is a professional association representing individual workforce development and human resources practitioners, who connect jobseekers, educators and companies to advance the American economy. NAWDP ‘s mission is to advance the workforce development profession by providing training and resources to its members, improve the effectiveness of the nation’s workforce development programs, and enhance public-private cooperation in the pursuit of full employment.

As the creator of the Exponent Case Management app, we are proud to sponsor the virtual 37th Annual NAWDP Conference this May 17-19, 2021. Attendees represent the full range of career experience in the industry, from senior leaders to entry-level employees, and come from every corner of the country and every segment of the industry. NAWDP’s Annual Conference has become one of the largest gatherings of workforce development professionals to:

  • enhance and maintain their skills through continuing education
  • network with peers, mentors, and leaders
  • share ideas, experiences and metrics about promising practices
  • discover new and innovative programs, products and services

Registration closes on May 13th so reserve your spot today! 

With dozens of engaging sessions across two days, participants will benefit from workhops, keynote speakers, and more! The five workshop tracks for professionals include:

We look forward to seeing you there!

If you can’t make the conference this year but are interested in learnign more about Exponent Case Management, check out this on demand webinar exploring the Exponent Case Management Workforce Development Accelerator. Exponent Case Management is next generation case management designed for your Workforce Development agency. Ideal for all stakeholders from career coaches and job developers to program managers and agency leaders, the application is a fully-featured, customizable solution. It includes intake, assessment, service plans, group training, individual services, placement and retention, employer engagement, outcomes reporting, and more. Built on the Salesforce platform, Exponent Case Management allows you to directly connect your program data to your impact with employer, funder, and performance reporting at your fingertips.