Webinar: Nonprofit Cloud for Program and Case Management

Access the Full Webinar Video

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).