Fíonta’s senior leadership often speaks at conferences, events, and seminars about technology services.
Upcoming Conferences
- Salesforce.org Unite Partner Summit (Puerto Rico)
May 31-June 2, 2022 - ASAE Annual (Nashville, TN)
August 20-23, 2022
Upcoming Presentations and Webinars
- Let’s Talk About Grants Management
May 26, 10am PT / 1pm ET
Registration - Business Innovation for Nonprofits
Salesforce.org Unite Partner Summit
June 1
Past Presentations
- W243: Leading Your Internal Team Through Major Technology Projects
UST Webinar Series
May 17 - Salesforce for Your Association
May 10, 1-2pm ET
Registration. Sponsored by Association Trends, attendees will receive 1 CAE credit for attendance and participation. - Preparing Your Data for a Major System Migration
Northeast Dreamin’
April 29, 8am ET - Let’s Talk About Outbound Funds!
March 31 - Preparing Your Data for a Major System Migration (NTC ’22)
March 23 - Salesforce for Associations – 1.5 CPE/CAE credits
February 3, 1-2:30pm ET - Reducing Member Churn with Predictive Analytics
January 27, 3pm ET - Marketing Automation Demo Day (Pardot + Marketing Cloud)
January 25, 2:20pm ET - digitalNow (Nashville, TN)
Tech Strategy: Think Different (Mark Patterson) - Salesforce.org Week of Learning
Ask a Partner – Artificial Intelligence - FUNCon ’21 (Virtual)
October 21, 11am-12pm ET: Accelerate Innovation by Going Agile (Mark Patterson)
October 21, 11am-12pm ET: Reducing Member Churn with Predictive Analytics (David Manuel)
October 21, 1-2pm ET: Tips and Tricks: Fonteva Finance (Katie Jones)
October 22, 11am-12pm ET: Productivity Tips and Tricks: Iterative Development on the Salesforce Platform (Jordan Berger) - ParDreamin’ (Virtual)
Customizing Pardot Form Behavior with Javascript - NTC ’21 (Virtual)
Presentation: Everywhere Automation can be Implemented in your Nonprofit
March 23-25, 2021 - Nonprofit Dreamin’ (Virtual)
January 28-29
Presentation: AI Applications for Nonprofits, January 29, 1pm ET - ASAE Marketing Automation Demo Day (Virtual)
January 26, Build a Membership Renewal Engagement Path (recording) - What Can Machines Learn and How? Why Associations Should Care.
December 8, 11:15am-12pm ET, ASAE Technology Exploration Conference - Reduce Member Churn: Using Predictive Analytics to Anticipate and Avoid Membership Renewal Risk
December 9, 11:15am-12pm ET, ASAE Technology Exploration Conference - WEBINAR: Reduce Member Churn: Using Predictive Analytics to Anticipate and Avoid Membership Renewal Risk
December 14, 12:30pm PT / 3:30pm ET - The Future of Technology for Associations
August 12, 11-11:45am ET 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 - Marketing Automation: Personalized Communication at Scale
April 30, 1:30pm PT, 2020 Xforce Data Summit, Watch presentation - 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 - 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 - The Ethics of Artificial Intelligence
October 3, 2019, Maryland Nonprofits and MARFY Joint Annual Conference, Linthicum Heights, MD - Constituent Engagement & Collaboration with Salesforce Community Cloud
September 26, 2019, Salesforce Tower, New York, NY - Marketing Automation for Associations: Communicate at Scale
August 10-13, 2019, ASAE Annual Meeting & Exposition, Columbus, OH - How to Select a Salesforce Vendor
July 30, 2019, Salesforce Business Analyst Summit, Virtual - The Ethics of AI
May 16, 2019, Women in Tech Group, Columbia, MD - 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 - 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 - Pardot for Nonprofit Organizations and Associations
June 14, 2018, LA Nonprofit Salesforce User Group Meeting, Los Angeles, CA - Food for Thought: Managing your Marketing Funnel with Pardot
May 17, 2018, We Work, FineArts Building, Los Angeles, CA - Integrating Salesforce and Drupal
April 10, 2018, Drupal Day, New Orleans, LA - Information Security: Why You Should be Scared and What to Do About It
March 4, 2018, 91st World Conference on Club Management, San Francisco, CA - Planning for Obsolescence
December 12-13, 2017, ASAE Technology Conference and Exposition, National Harbor, MD - 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 - 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 - 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 - Fundraising for Technology
December 4, 2014, Center for Nonprofit Advancement, Washington, DC - Technology Strategy for the Sector
November 13, 2014, Technology Affinity Group (TAG) of the Council on Foundations’ annual meeting, Miami, FL - Performing a Strategic Technology Assessment for Your Nonprofit
November 5, 2014, Maryland Nonprofits Annual Conference, Rockville, MD - How to Implement Salesforce1 for Nonprofits – by Yourself, or With Help
October 27, 2014, Center for Nonprofit Advancement, Washington, DC - Cool Tools for Board Meetings
October 6, 2014, Colorado Nonprofit Association’s Fall Conference, Denver, CO - A Thorough Overview and Demonstration of Tools for Board Meetings
June 6, 2014, 501[c]onference, Los Angeles, CA - Innovations in Public Websites: Two Case Studies
June 4, 2014, 36th Annual I&R Training And Education Conference, Atlanta, GA - Fundraising for Technology
May 22, 2014, Center for Nonprofit Advancement, Washington DC - What Every Nonprofit Staffer Needs To Know About Technology
May 6, 2014, Nonprofit Roundtable, Washington DC - Tales from the Trenches – CiviCRM Support to Nonprofits
April 24, 2014, CiviCon, San Francisco, CA - In Sickness and In Health: Choosing and Living with your CRM (Salon discussion)
March 13, 2014, 14NTC (NTEN), Washington DC - What CiviCRM Can Do for Nonprofits
March 13, 2014, 14NTC (NTEN), Washington DC - 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 - 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. - Fundraising for Technology
Presentation at the Center for Nonprofit Advancement, March 27, 2013, Washington, DC. - Data Visualization and Integration
Presentation at the Technology Affinity Group, Nov. 15, 2012, Monterey, CA. - Strategic Thinking and Technology
Presentation at the Colorado Nonprofit Association, Oct. 15, 2012, Denver, CO. - Does Your Nonprofit Have its Head in the Cloud? Should it?
Presentation at the New York Council of Nonprofits’ Camp Finance Conference, Oct. 4, 2012. - Fundraising for Technology
Presentation at the Center for Nonprofit Management of Southern California, September 19, 2012, Los Angeles, CA. - 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. - Fundraising for Technology
Presentation at the Center for Nonprofit Advancement, June 27, 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. - Increasing your Organization’s Internet Presence
Presentation at the Center for Volunteer and Nonprofit Leadership of Marin, March 29, 2012, San Rafael, CA. - Strategic Thinking and Technology
Presentation at the Center for Nonprofit Management, January 18, 2012. - 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 The National Technology Enterprise Network’s Annual Meeting, March 8, 2003, San Francisco, CA.
