WEBINAR: Reduce Member Churn: Using Predictive Analytics to Anticipate and Avoid Membership Renewal Risk December 14, 2020
The Future of Technology for Associations August 12, 2020 ASAE Annual (Virtual), Registration (free for members, $99 for non-members) Learn technology innovation of applicability to associations and gain a perspective on what kinds of technological innovations of specific interest may be arriving and their direct relevance to associations. Drawing from Peter Diamandis’ “Abundance is our Future”, spark your imagination on how associations’ operations might be dramatically altered by advances in technology. Topics include the rise of machine learning and its implications and burgeoning privacy concerns spilling over from such advances in regulation as GDPR and the EU’s “right to be forgotten”.
ASAE Annual (Virtual) August 10-12, 2020, Registration (free for members, $99 for non-members)
WEBINAR: Upgrading to Drupal 9 and the Importance of Ongoing Web Maintenance June 26, 11am Watch On-Demand Recording
WEBINAR: Automate it! Leveraging Pardot during COVID-19 and Beyond! May 7, 11am PT / 2pm ET
WEBINAR: Online Communities for Member Self-service and Member Management FTW! March 26, 2020, 11am PT / 2pm ET, Watch On-Demand Recording
WEBINAR: Value-Based Digital Strategy: How Research, Measurement, and Experimentation Unlocks Impact February 20, 2020, 11am PT / 2pm ET, Watch On-Demand Recording
2019
Value-Based Digital Strategy: How Research, Measurement, and Experimentation Unlocks Impact December 3, 2019, TEC, Washington, DC
Natural Language Processing: History, Hype, Hope, Handiness, and How December 3, 2019, TEC, Washington, DC
Marketing Automation for Associations: Communicate at Scale October 25, 2019, Digital Solutions Conference, New England Society of Association Executives, Worcester, MA
Out With the Old and in With the New: Tips for Transitioning to Salesforce (with National Alliance on Mental Illness) November 20, 2019, 8:00am-8:40am, Dreamforce, San Francisco, CA
Using Salesforce and Community Cloud for Affiliate Management (with National Alliance on Mental Illness) November 20, 2019, 11:00-11:20am, Dreamforce, San Francisco, CA
Mobile Movement: A Text Solution to Reach People In Need Anytime, Anywhere (with Mobile Pathways) November 21, 2019, 2:00-2:40pm, Dreamforce, San Francisco, CA
Using Data to Drive Organizational Change for K-12 Students and their Communities (with Harlem Children’s Zone) November 21, 2019, 2:30-2:50pm, Dreamforce, San Francisco, CA
Artificial Intelligence (AI) in Salesforce: Real-World Usage for Philanthropy November 18-21, 2019, TAG Annual Conference, Miami, FL
Salesforce World Tour May 14, 2019, Washington, DC
Marketing Automation: Personalized Communication at Scale May 13, 2019, Force Academy, Los Angeles, CA
Keep It Sustainable: Care, Feeding, and Grooming of a Large Website March 13-15, 2019, NTC, Portland, OR
2018
ASAE Tech Exhibitor and Salesforce Demonstration, December 4-5, 2018, National Harbor, MD
Approaches for Human-Centered Design in Technology Initiatives November 7-9, 2018, SURGE, Virtual
Marketing Automation for Home Building Associations: Communicate at Scale With Members and Engage With Prospects August 12, 2018, Association Management Conference, Long Beach, CA
Turn a Salesforce Customer Community into a Nonprofit Board Portal September 27, 2018, Dreamforce, San Francisco, CA
An Introduction to Artificial Intelligence (AI) for Nonprofits (Webinar) June 13, 2018, Salesforce.org, Free webinar
Using Salesforce to hold Polluters Accountable November 6, 2017, Dreamforce, San Francisco, CA
Why a CEO / ED who Underinvests in Technology Does So at their Organization’s Peril August 12-15, 2017, ASAE Annual Meeting and Exposition, Toronto, Ontario
API, Web Hooks, Integration March 24, 2017, NTC ‘ 17, Washington, D.C.
Knock Knock. Who’s There? HIPAA. HIPAA Who? I Can’t Tell You. March 23, 2017, NTC ‘ 17, Washington, D.C.
Leading for Technology Change March 21 2017, Maryland Nonprofits’ 2017 Tech To Tell Your Story Conference, Marriottsville, MD
2016
Online Communities: When, Why, How, What November 16, 2016, 11:00 am, TAG 2016 Annual Conference, St. Pete Beach, FL
Cascade: “How To Execute Large Salesforce Projects” October 6, 2016, Dreamforce, San Francisco, CA
The Single Best Thing You Can Do to Improve Your Salesforce Consulting Business: Triage October 5, 2016, Dreamforce, San Francisco, CA
Chapter Organizations and Communities October 5, 2016, Dreamforce, San Francisco, CA
Most Useful Apps for Nonprofits March 22, 2016, Salesforce Day – NTC ’16, San Jose, CA
2015
The Future of Knowledge in the Foundation Context November 11, 2015, TAG Conference, Los Angeles, CA
The Future of Knowledge in the Nonprofit Context October 29, 2015, Colorado Nonprofit Association Fall 2015 Conference, Denver, CO
How to Perform a Strategic Technology Assessment March 6, 2015, NTC ’15, Austin, TX
Responsive Design: What is it? How do we do it? How much will it cost? (Panel discussion) March 13, 2014, 14NTC (NTEN), Washington DC
Impress Funders and Make Mission and Message Clear: Easy Data Visualization and Infographics February 11, 2014, South Carolina Association of Nonprofit Organizations, Charleston, SC
2013
Impress Funders While Making Your Mission & Message Clear: Easy Data Visualization & Infographics October 24, 2013, TechNow Conference, Pittsburgh, PA.
Technology in a World of Constant Change October 10, 2013, Bringing Your Back Office to the Front, Fiscal Strength for Nonprofits (FMA)
Strategic Leadership: What a Nonprofit Leader Really Needs to Know About IT July 16, 2013, NTEN Webinar.
Responsive Design: What is it? How do we do it? How much will it cost? June 7, 2013, NCTech4Good, Chapel Hill, NC
Impress Funders and Make Mission and Message Clear: Easy Data Visualization and Infographics Presentation at the 501(c)onference, May 10, 2013, Los Angeles, CA.
Strategic Leadership: What a Nonprofit Leader Really Needs to Know About IT Presentation at NTEN, April 13, 2013, Minneapolis, MN.
Strategic Leadership: What a Nonprofit Leader Really Needs to Know About IT Presentation at the Executive Service Corps of Southern California, Aug. 15, 2012, Los Angeles, CA.
What is Pinterest, and why does my nonprofit need it? Presentation at the Social media for nonprofits (LA), August 14, 2012, Los Angeles, CA.
Using Social Networking Tools to Improve Grant Making Presentation at the Center for Nonprofit Advancement, July 25, 2012, Washington, DC.
Increasing your organization’s internet presence Webinar for NTEN Nonprofit Technology, July 17, 2012, Washington, DC.
Managed Services, Monitoring Services and Basic IT Support Services: Pros and Cons and How to Choose Presentation at the NTEN Nonprofit Technology Conference, April 4, 2012, San Francisco, CA.
CA Customizing CiviCRM: Techniques and Caveats Presentation at the CiviCON, Apr. 2, 2012, Berkeley, CA.
CA CiviCRM for Membership Associations Presentation at the CiviCON, Apr. 2, 2012, Berkeley,CA.
Social Media Presentation at the Social Media for Nonprofits Conference, November 17, 2011, Atlanta, GA.
Comparing Google Apps to Outlook Presentation at the NTEN Nonprofit Technology Conference, March 19, 2011, Washington, DC.
Should you migrate to Google Apps Presentation at the NTEN Nonprofit Technology Conference, March 19, 2011, Washington, DC.
When Managing your Nonprofit with Spreadsheets Won’t Do Presentation at the South Carolina Association of NonProfit Organizations’ Annual Nonprofit Conference, March 30, 2011, Myrtle Beach, SC.
Single Sign-on: Making it Happen Presentation at the ASAE & The Center’s Technology Conference & Expo, December 13-15, 2010, Washington, DC.
Technology Planning–and Presenting Your Plan Presentation at the 8th Annual Technology Affinity Group (TAG) Conference, November 8-11, 2010, La Jolla, CA.
Using Social Networking Tools to Improve Grant Making Presentation at the Annual Meeting of the Grants Managers Network, March 15-17, 2010, Baltimore, MD.
Using the Web and Free Collaborative Tools to Improve Grant Making Presentation at the NY-Region of the Grants Managers Network, August 27, 2009, New York, NY.
Technology Planning Two-day mini-course given at the Tidewater Community College, Academy for Nonprofit Excellence, May 6 and 7, 2009, Norfolk, VA.
IT Capacity Building Presentation at the Minnesota Council of Nonprofits Nonprofits & Technology Conference, February 20, 2009, Minneapolis, MN.
Getting the most out of technology for your organization Presentation at the 3rd Annual Chesapeake Watershed Forum, October 3, 2008, Shepherdstown, WV.
Increasing your Organization’s Internet Presence Presentation at the Center for Nonprofit Advancement, February 7, 2008, Washington, DC.
Implementing an Open Source Content Management System for the First Time Presentation at the ASAE’s Association Technology Conference, January 31, 2008, Washington, DC.
Realizing your Technology Future: The Marriage of Strategic Thinking and Technology Implementation Presentation at the Maryland Association of Nonprofit Organizations’ Annual Meeting, November 9, 2007, Cambridge, MD.
Increasing your Organization’s Internet Presence Presentation at the Center for Nonprofit Advancement, August 22, 2007, Washington, DC.
Protecting the Data: Best Practices in Enterprise Identity Management Presentation at the 2007 City and County Technology Summit, Performance Institute, March 13, 2007, Las Vegas, NV.
Technology Planning Two-day mini-course given at the Tidewater Community College, Academy for Nonprofit Excellence, February 14 and 15, 2007, Norfolk, VA.
Protection of Records, Databases and Vital Equipment Presentation at the 2006 National Summit on Continuity of Operations Planning, November 14, 2006, Arlington, VA.
Fundraising for Technology Presentation at the Center for Nonprofit Advancement, October 11, 2006, Washington, DC.
Linking Performance Measurements to IT Investments Presentation at the Council for Nonprofit Innovation’s 2006 Foundation and Nonprofit Performance Conference, September 26, 2006, Arlington, VA.
Performance Management Technologies for Nonprofits Overview Presentation at the Council for Nonprofit Innovation’s 2006 Foundation and Nonprofit Performance Conference, September 26, 2006, Arlington, VA.
Disaster Preparedness—Your Technical Infrastructure Presentation at the Maryland Association of Nonprofit Organizations, September 14, 2006, Silver Spring, MD.
The Next Generation of Technology Provisioning for Affordable Housing Presentation at CTCNet’s 15th Annual Community Technology Conference, July 26-29, 2006, Washington, DC.
Beyond the Fundraising Database—Technology for Cultivating Individual Donors Presentation at the Minnesota Council of Nonprofits Nonprofits & Technology Conference, April 25, 2006, Minneapolis, MN.
Fundraising for Technology Presentation at the Georgia Center for Nonprofits’ Dot Org: The Southeastern Nonprofit Technology Conference, March 8, 2006, Atlanta, GA.
Technology Planning Two-day mini-course given at the Tidewater Community College, Academy for Nonprofit Excellence, November 9 and 10, 2005, Norfolk, VA.
Selling IT: Advocating for Technology Tools Presentation at the NTEN DC Regional Conference, October 11, 2005, Washington, DC.
Vetting Vendors for Knowledge Management Presentation at the NTEN Philadelphia Regional Conference, September 14, 2005, Philadelphia, PA.
Lessons in Fundraising for Technology Presentation for the Maryland Association of Nonprofit Organizations, given at the Family Services Agency, July 22, 2005, Gaithersburg, MD.
Why Nonprofits should be looking at Current, not Emerging Technologies Presentation at the Minnesota Council of Nonprofits Nonprofits & Technology Conference, April 19, 2005, Minneapolis, MN.
Fundraising for Technology Presentation at the Minnesota Council of Nonprofits Nonprofits & Technology Conference, April 19, 2005, Minneapolis, MN.
Digital Photography Presentation to the Howard Hughes Medical Institute, January 20, 2005, Chevy Chase, MD.
Why Nonprofits should be looking at Current, not Emerging Technologies Presentation at the Maryland Association of Nonprofits Organizations’ Annual Meeting, November 30, 2004, Baltimore, MD.
Increasing your Organization’s Internet Presence Presentation at the Georgia Center for Nonprofits Dot Org: The Southeastern Nonprofit Technology Conference, November 17, 2004, Atlanta, GA.
IT for Nonprofit Managers Presentation at the Center for Community Technology Services, University of Baltimore, October 12, 2004, Baltimore, MD.
Moving Beyond Managing Technology to Managing Information Presentation to the Lutheran Financial Management Association / Lutheran Technical Information Network Annual Meeting (Lutheran Services of America), October 4, 2004, Montreal, Province of Quebec, Canada.
Defending Your Home Computer Presentation to the Howard Hughes Medical Institute, September 30, 2004, Chevy Chase, MD.
Providing Holistic Information Technology Support Services Presentation at the Alliance for Nonprofit Management’s Annual Meeting, August 13, 2004, Washington, DC.
E-Advocacy: Tools, Tips, and Resources Presentation at the Washington Council of Agencies’ Center for Nonprofit Learning and Leadership, June 30, 2004, Washington, DC.
IT Tools, Tips, and Resources Presentation at the Washington Council of Agencies’ Center for Nonprofit Learning and Leadership, June 18, 2004, Washington, DC.
Information Technology for New Nonprofits Presentation at the Enoch Pratt Free Library, March 9, 2004, Baltimore, MD.
Increasing your Organization’s Internet Presence Presentation at the The Support Center for Nonprofit Management, February 19, 2004, New York, NY.
Fundraising for Technology Presentation at the The Support Center for Nonprofit Management, February 19, 2004, New York, NY.
Electronic Advocacy: Definitions and Concepts February 18, 2004 (repeated March 4 and March 19), Washington, DC.
Lessons for Funding your Information IT Needs Presentation at Maryland Association of Nonprofit Organizations, February 11, 2004, Baltimore, MD.
Tools, Tips and Resources Presentation at Maryland Association of Nonprofit Organizations, January 15, 2004, Baltimore, MD.
Network Operating Systems Presentation at the Technology Affinity Group’s annual meeting of the Council on Foundations, November 13, 2003, Washington, DC.
How to Choose a Vendor Presentation at the Nonprofit Technology Enterprise Network Regional DC Meeting, October 23, 2003.
Tools, Tips and Resources Presentation at Maryland Association of Nonprofit Organizations, August 21, 2003, Baltimore, MD.
Technology Planning for Community Technology Centers Presentation at the Annual Meeting of the Community Technology Centers Network, June 27, 2003, Washington, DC.
Fundraising for Technology Presentation at Maryland Association of Nonprofit Organizations, June 18, 2003, Baltimore, MD.
IT Capacity Building Workshop Presentation at the DC Office of Partnerships and Grants Development Strengthening Partnership Initiative, April 16, 2003, Washington, DC.
Boards and Technology Presentation at Maryland Association of Nonprofit Organizations, March 20, 2003, Baltimore, MD.
Building Support for your Technology Plan Presentation at the E-philanthropy Annual Meeting, March 9, 2003, San Francisco, CA.
Best Practices for Continuous Improvement Presentation at the Fairfax County 2003 Conference on Community-Based Nonprofit Management.
Technical Support Strategies for Nonprofits Presentation at The National Technology Enterprise Network’s Annual Meeting, March 8, 2003, San Francisco, CA.
