I sometimes speak at events aimed at sharing tips and experience with the education and nonprofit community. An archive of those presentations and related resources is below.
2025
Higher Ed Dreamin’ – Designing a Future-Ready Data 360 Model with an Education Framework
Virtual conference session on using education data exchange frameworks to design data model objects in Data 360 can help consolidate fragmented and multi-format data sources into a single view of the student. This session provides concrete examples of data standards and frameworks in the education sector and guides on designing a Data 360 model that remains effective over the long term as new source systems and activation targets are integrated.
TDX 2025 – Design Data Model Objects for Analytics, Activation and AI
In-person session exploring industry-specific data standards as a framework to design data model objects in Data Cloud that can consolidate fragmented and multi-format data sources into a single view of the customer.
Link to slides and additional resources: Design the Data Lakehouse to Enable Analytics, Activation and AI
Cactusforce – Architect’s Guide to Designing Composable Solutions
In-person session providing attendees insights into the practical application of composable solutions on the Salesforce platform. Learn from the real-world example of how Western Governors University, one of the largest universities in the US, is transforming its Salesforce implementation from a monolith to a composable architecture that will scale with the university for years to come. Session topics include org strategy, packaging, decoupling, and leveraging platform features, like the Salesforce CLI and 2nd generation packaging, as well as the tooling, skills and governance required to effectively implement composable solutions.
Link to slides and additional resources: Architect’s Guide to Designing Composable Solutions
2024
Higher Ed Dreamin’ – Bridging the Employer-Workforce Divide with Digital Credentials and Skills
Virtual conference session on innovative strategies for leveraging digital credentials to close the skills gap, and to support educational institutions on this journey. Discover the current landscape, including how the largest US university – Western Governors University – approaches digital credentials, and learn about current challenges with unifying a learner’s data credentials and adopting a common language for describing skills across educational institutions and employers.
2019
Dreamforce – Empowering Your Users with Embedded Analytics
Architect session comparing several analytic solutions that can be embedded in the Salesforce user interface, including Salesforce reports and dashboards, Einstein Analytics, Tableau and JavaScript libraries. This presentation was created as a summary of a series of posts exploring embedded analytics.
2016
Dreamforce – Taking Community Enagement to the Next Level
Session featuring how Fair Trade USA, the leading third-party certifier of fair trade products in the U.S., leverages Community Cloud to manage global field operations while keeping partner information secure.
Original Link to Recording: https://www.youtube.com/watch?v=SgXGhfC1LIE
Internet Archive Recording: https://web.archive.org/web/20210722124117/https://www.youtube.com/watch?v=SgXGhfC1LIE
2015
Exponent Partners Webinar – Long-term System Success: Setting Up Internal Support
Webinar featuring how Peer Health Exchange, a leading provider of teen health education in the U.S., uses Service Cloud to manage IT and production support for internal users.
(Recording archived)
2014
Nonprofit Technology Network Webinar & Guest Blog Post – How to Turn Your Program Into an Online Course
Webinar and follow up blog post that discusses how Upwardly Global, an awarding winning job placement program for highly skilled immigrants, uses digital content authoring tools, learning management systems and Salesforce to scale its training services nationally by migrating an in-person class to an online e-learning experience.
Internet Archive of Webinar: https://web.archive.org/web/20161110065317/http://www.nten.org/event/webinar-how-to-turn-your-program-into-an-online-course/#
Internet Archive of Blog Post: https://web.archive.org/web/20210307035631/https://www.nten.org/article/four-things-to-consider-when-choosing-a-learning-management-system/
Foundation Center Workshop – An Introduction to Salesforce for Nonprofits
Introductory Foundation Center workshop for nonprofits getting started with Salesforce. Discusses common uses of the platform in the nonprofit context and demos of how Upwardly Global uses Salesforce to manage fundraising, programs and administration.
2011
Salesforce Foundation Webinar – Managing Programs More Efficiently
Webinar demonstrates how Upwardly Global uses a custom Salesforce application to manage services and collect and share data with external constituents via a customer portal.
(Recording archived)
