I sometimes speak at events aimed at sharing tips and experience with the nonprofit community. An archive of those presentations and related resources is below.


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.


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.


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.


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.

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.


Salesforce Foundation (now Salesforce.org) 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.