Salesforce for Your Association | Thompson grants

Salesforce for Your Association

Webinar • Tuesday, May 10, 2022 • 1:00-2:00 p.m. ET | Qualifies for 1 CAE Credit 

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Over the past two years, nonprofits have realized their aging Association Management System (AMS) no longer has what it takes to meet the scale—and pace—of change.

Lack of AMS innovation has associations struggling to respond to major demographic shifts and the impact of the ongoing public health crisis. Lack of AMS flexibility also makes it hard to address members’ new expectations for benefits and services and how they’re delivered.

Is it time to trade your AMS for a better solution?

Register now for Salesforce® for YOUR Association.

Fíonta has helped 1,200 nonprofits and associations replace aging AMS with CRM systems. In this one-hour webinar, Fionta’s Arj Devadas and Emily Smartt draw on this experience to provide insights on how one CRM— Salesforce—gives associations new flexibility to innovate.

Evolving from AMS to CRM.  You’ll gain practical insights on adapting and integrating Salesforce options to address new needs arising throughout your unique association. You’ll also explore best practices for transitioning from your legacy system. Plus, you can ask your specific questions.

Reserve your space now for expert insights on what Salesforce can do for your association, including:

  • Why and how Salesforce is making its way into the association market
  • What your organization should consider when evaluating Salesforce-based options
  • How to gather your organization’s requirements and choose the right implementation partner
  • Key steps in your game plan for moving from your legacy system
  • The importance of change management throughout a major technology change

Whether you’re looking for a new system now or several years down the road, this webinar will help you maximize the value of your new technology—and minimize the stress of the migration process.

Register now for Salesforce® for YOUR Association.

Meet Your Webinar Leaders

Arj Devadas 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 Fíonta, 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.

Emily Smartt, with over 20 years of experience working as a database programmer and administrator, Emily is passionate about data hygiene and analytics. She has experience in several industries including healthcare, radiation detection, non-profit consulting, and higher education. Before coming to Fíonta, Emily worked for the University of North Carolina Systems where she supported the minority-serving institution’s advancement offices with their database and technical needs.

Emily grew up in East Tennessee and has a Master of Business Administration degree from the University of Tennessee Chattanooga. She currently lives in the Northeast Kingdom of Vermont with her husband and son. She enjoys outdoor activities like hiking, kayaking, and snowshoeing, as well as knitting and quilting when the weather dictates inside activities.

Who Should Attend

This webinar is of value to associations and nonprofits. Attendees who will benefit most include:

  • Executive Director
  • CIO
  • IT Director
  • Director of Membership
  • Database Administrator

CAE Credits: All live webinar attendees are eligible for 1 CAE credit hours. Association TRENDS is a CAE Approved Provider. Our programs meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. We will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.whatiscae.org

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$215.00 Salesforce for Your Association (OnDemand: Active for 12 months from 05.10.22)

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Finally! A practical guide to grants management.

Get practical grants management guidance that blends age-old conventional wisdom
with the historic changes in OMB’s uniform guidance:
Add A Practical Guide to Federal Grants Management -
From Solicitation Through Audit, 2nd Edition
to your order!

This comprehensive resource blends age-old conventional wisdom with the historic changes in OMB’s uniform guidance. You'll benefit from the advice of experts on time and effort reporting, procurement under grants, direct charging certain costs, single audit preparations, subrecipient monitoring and much more. The 500+ page softbound book is a valuable management guide, compliance document and training tool for busy grants managers, program directors, financial officers and auditors at nonprofit organizations, educational institutions, and state and local governments.

This valuable resource will help you and your grants management team:

  • Understand the differences between direct and indirect costs
  • Make the subrecipient vs. contractor determination
  • Realize the full impact of OMB’s emphasis on internal controls
  • Understand which familiar elements of time and effort reporting have been retained in the uniform guidance ... and which are new
  • Know the nuances of requirements for subrecipient assessment and monitoring
  • Understand contract clauses in agreements for procurement under grants
  • Apply the general tests of allowability
  • Understand special issues confronting pass-through entities contracting with foreign organizations
  • Know which clauses flow down when crafting a subaward
  • Understand what is meant by a 10% de minimis indirect cost rate
  • Audit the vulnerabilities in your grants management operation
  • Understand what is meant by audit "resolution"
    ...and much more

A Practical Guide to Federal Grants Management is the best insurance policy there is for limiting your organization’s risk of disallowed costs, loss of federal funding and public relations nightmares. Add it to your order today!

Add the Government Relations Industry Compensation Report for only $129
(up to a $120 savings)!

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