An Exciting Free Event - No Dreamforce Pass Required

Community Day of Learning

9/12/23 Stop by anytime! City Club

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Thank you for your interest! This event has already taken place. We invite you to explore our upcoming events and consider subscribing to our newsletter for future updates. The original event details are included below. 

Join us for a day of learning and real-time consultation.

Come for some or all of this exciting event. While we're going to have specific sessions, registrants are welcome to join us at any point from 9 am - 5 pm.
 
Breakfast and Registration will begin at 9:00 am. We’ll kick off the day with a welcome, and then dive into sessions at 10:00. Throughout the day we will feature nonprofit success stories using Salesforce and NPSP and insight into how we solve for real nonprofit use cases.
 
Sessions are about 40 minutes each, including Q&A. We will also feature a lunch & learn session with SUMO Scheduler. We will also have several interactive discussion topics where Arkus experts will provide real-time consultations on popular topics such as Reports & Dashboards, Automation, Data Migrations, and much more.
 

Plant some trees! We will have 5 trees planted for every advance registration.

This event is open to all. No Dreamforce pass is required. Space is limited. Registrants are welcome to stop by for some or all of the day at any time. Walk-ins are welcome space permitting. 
 
Our event is at the City Club, 155 Sansome Street, 11 Floor, San Francisco, CA 94104

Day of Learning Agenda 

 

Time

 

  

Session

 

  

Hosts

 

9:00 am - 9:45 am

 

Registration & Breakfast 

 

 

9:45 am - 10:00 am

 

Kickoff & Welcome

 

Arkus Delivery Team Manager Kate Lessard

 

10:00 am - 10:30 am

 

How Data Cloud Can Take Your Organization into the Future

Welcome to the future of CRMs: Data Cloud. What is it and how could it help your organization? Let's talk about how it could help nonprofits better understand and act upon the behavior of their stakeholders.

 

Arkus Marketing Practice Lead Ed Gray and Salesforce

 

10:35 am - 10:55 am

From Sheets to Success: Modernizing Data Collection  

Learn how Engineering Tomorrow leveraged FormAssembly and Salesforce to replace manual processes in Google Sheets, modernizing data collection, and achieving optimal operational efficiency.

 

Arkus Engagment Manager Zoe Waldridge and our client Engineering Tomorrow

 

10:55 am - 11:35 am

 

 

Ask Your Questions & Collaborate on these Topics:

  • Reports & Dashboards
  • Fundraising Solutions
  • Switching to Salesforce

 

Arkus Consultants Jesse DePaoli, Kim Vlasnik, Cate Howes, and Kate Lessard

11:35 am - 12:15 pm

 

Using Discovery to Guide Your Build

Join Marilyn DelBosque, Arkus Implementation Consultant, in a conversation with Vivalon as they share their client success story of using a Discovery & Design project to achieve success in their Salesforce implementation.

 

Arkus Implementation Consultant Marilyn DelBosque and our Client Vivalon

 

12:15 pm - 12:30 pm

 

Break and Networking

 

 

12:30 pm - 1:15 pm

 

SUMO Scheduler Lunch & Learn:

Join us for a live demo and discover how you can simplify scheduling for your customers. With our online booking system, customers can easily schedule appointments, set up recurring bookings, and register for events and courses. Don't miss out on this opportunity to streamline your scheduling process!

 

SUMO Scheduler Team

 

1:15 pm - 1:50 pm

 

Let’s Talk Data Migration

Join Berkeley Baker, Arkus Delivery Team Manager and data specialist, and Adventist Healthcare to discuss the process of moving from Raiser's Edge to Salesforce and making sure your data effectively makes the move too! 

 

Arkus Delivery Team Manager Berkeley Baker and our client Adventist Healthcare

 

1:50 - 2:30 pm

 

Ask Your Questions & Collaborate on these Topics:

  • NPSP
  • Salesforce Basics
  • Switching to Salesforce

 

Arkus Consultants Maggie Finnegan, Tiffany Arnaldo, Andrew Fretwell, Miriam Nankin, and Cassidy Schulze

 

2:30 pm - 3:00 pm

 

Moves Management Strategies

Join Cassidy Schulze, Arkus Implementation Consultant, to learn how to upgrade your moves management strategies through automations and the NonProfit Success Pack (NPSP) to reach a higher volume of donors with even more surprise and delight.

Arkus Implementation Consultant Cassidy Schulze

3:00 pm - 3:45 pm

 

Ask Your Questions & Collaborate on these Topics:

  • Data Migration
  • Flows
  • Switching to Salesforce

 

Arkus Consultants Susan Morales, Scott Searle, Jon Squicciarini, and Aaron Gunning

 

3:45 pm - 4:25 pm

 

Preparing for your Salesforce Implementation Project

Join the Arkus Sales Team to learn how you can prepare to implement Salesforce for your organization. We will answer your questions collected throughout the day.

 

Arkus Consultants Cate Howes, Andrew Fretwell, Jon Squicciarini, and Miriam Nankin

 

4:25 pm - 4:40 pm

 

So long, Farewell!

 

Arkus CEO & Co-Founder Jason Atwood
 
Note: This schedule may change on or before the day of our event. Check back for updates. 
 
For attendees who are also headed to Dreamforce, we have created a series of posts that can guide you in building the Day of Learning into a greater Dreamforce experience. 
 
 
We invite you to share these resources and this event with any others in your community you would like to, who you believe could benefit too. See our post on LinkedIn to easily share about this event.
 

About Us

Arkus, Inc.

Salesforce and Salesforce.org Premium Partner

Our 70+ person team holds hundreds of combined individual Salesforce certifications and thousands of Trailhead badges. We are recognized by Salesforce as Nonprofit, Nonprofit Cloud, and Lightning Experience Masters in addition to Marketing & Engagement and Fundraising & Donor Management Specialists. Learn more about Arkus and other Arkus events on our website. 

SUMO Scheduler 

SUMO Scheduler is a leading Salesforce ISV partner for over 15 years, providing automated Appointment, Event, & Field Sales scheduling tools to Salesforce users. The all-in-one scheduling platform seamlessly integrates into the existing customer journey touchpoints & enables people to make appointment bookings on any device at any time with the right person.

Learn more about SUMO Scheduler.

 

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