Salesforce for Associations

 

 

 

 

Webinar: group live presented online  ||  Attendance: 48 Associations  ||  Reviews   ♦♦♦♦♦  || Good tips to consider and follow during the implementation process || Thank you everyone, nicely done || Great information on documenting things before considering a change.  || We are customers but lacking training or SOPs so this alone was helpful.

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)

 

 

UST WEBINAR SERIES
W242: SALESFORCE FOR ASSOCIATIONS
THURSDAY, FEBRUARY 3, 2022
1:00 P.M. – 2:30 P.M. EASTERN TIME

More than ever before, associations are being challenged to do things differently. Changing demographics, competing forces, the ongoing public health crisis, and a change in the way members expect benefits and services to be delivered are all creating pressure on association leadership and staff to retain and gain members.

At the same time, many legacy Association Management Systems (AMSs) are still offering the same old technology and lack in critical areas of need. You’ve no doubt heard of Salesforce, but what can it offer to meet your organization’s needs?

In this session, we’ll:

  • Provide an overview of commercial AMSs built on Salesforce, a custom solution built on native Salesforce, and the associated Apps that can help you best meet your members’ needs.
  • Talk about what to look for in an implementation partner for a Salesforce solution and running a successful procurement process.

  • Discuss how you can prepare to move from a legacy system and how to set expectations with your team.

LEARNING OBJECTIVES
  • Learn about what Salesforce offers for the association market.
  • Understand what your organization should consider when evaluating Salesforce-based options and selecting an implementation partner.
  • Develop key steps in your game plan for moving from your legacy system.
SPEAKER BIOS

Jenifer Alonzo
Association Practice Lead, Fíonta
With over twenty years of experience working in nonprofits and higher education, Jenifer is keen to use her skills to increase her clients’ efficiency. She enjoys helping associations and nonprofits leverage Salesforce and Fonteva to boost impact and stimulate growth. Jenifer earned an MFA in Theatre from Towson University. In her former career as a university professor, she established a national reputation for her work in communication and team-building. She uses this work as a foundation for understanding her clients’ needs and helping them build systems that will serve them in the long-term. She holds the Salesforce Administrator, Platform App Builder, and Nonprofit Cloud Consultant certifications. Jenifer lives with her family in Kentucky where she tends a garden. When she isn’t pulling weeds, you can find her hiking, jogging, and running her way across the midwest.

Arj Devadas
Director of Business Development, Associations, Fíonta
Arj has worked with associations and credentialing organizations for almost two decades, guiding them and enabling them with modern technologies to transform the ways they do business digitally. Before joining Fionta, Arj led a sales and marketing team for an enterprise association management software (AMS) company, working with some of the world’s most influential organizations to solve complex challenges related to centralizing data and automating processes, and interacting effectively with constituents. Arj has a passion for building synergistic and productive relationships in the association community with mission-driven organizations, technology partners, and industry consultants. Arj earned a Bachelor of Science degree in Business Administration and Marketing from Towson University. He now lives in Maryland, relishing time with his partner and two adult daughters. He loves to travel, play guitar, and attack never-ending home projects. Arj is also an FAA-licensed remote pilot, certified to fly professional drones safely.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

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