2023 KM Users Group ContentAboutMonday, May 1, 2023 to Wednesday, May 3, 2023 Add to CalendariCalendarOutlookGoogleYahooVirtualWho Can Attend? KM PartnersRegister now for 2023 KM Users Group! The Knowledge Management (KM) Collaborative Users Group is an annual gathering for current partners of the KM Collaborative. KM Partners who manage, administer or use a component of the Drupal-Salesforce Platform are invited to come together and build community. Are you the admin for your PSO’s Salesforce or website? Do you add events to your PSO’s website or manage event registrations? Do you manage your PSO’s dues renewal process in Salesforce? Some or all of the Users Group may be of interest to you and we’d love to see you join us in the Zoompherse. We welcome anyone at a KM Partner who touches their organization’s Salesforce or Drupal-website - feel free to attend every session or just the one or two that interest you. Two Reasons to Attend Users Group Prioritize your professional development this May and focus on your learning! Users Group offers learning opportunities through deep dives on Drupal and Salesforce-related topics. Build community among KM Partners. Users Group provides time and space for peers at KM Partner organizations to connect with and learn from each other. Three Frequently Asked Questions Who is eligible to attend the 2023 KM Users Group? All staff of current KM Partners of all levels who manage, administer or use a component of the Drupal-Salesforce Platform. Should my colleagues who don't normally attend KM programming join me? YES! This is an excellent opportunity for your peers to get a peek into your subject matter area of expertise. Plus, Users Group sessions will undoubtedly intersect with other areas of your PSO’s work. Will sessions be recorded? Yes, several of the sessions will be recorded for you and your colleagues' on-demand access. We will indicate before the event which sessions will be recorded. Planning Committee Ashley Allen, Philanthropy New York Caleb Beaudoin, Grantmakers Concerned with Immigrants and Refugees Allison Jai O'Dell, The Funders Network Maria Gonzales Jackson, Grantmakers in Aging Eliane Walters, Philanthropy Colorado Questions? Please contact the Knowledge Services team at km@unitedphilforum.org with any questions. Event AccessibilityEvent Accessibility We invite you to let us know anything specific that you'd like us to do to make this event more accessible to you. Here is what we are already planning to ensure everyone can participate: Share expectations and norms about Users Group at-large in the reminder email sent to all registrants. These expectations and norms will cover participation and engagement, accessibility recommendations and technical considerations and setup. Take time during the Welcome and Logistics session to cover these items, so that each participant is aware of their engagement options, and, so all participants can contribute to an inclusive program space over our three days together. Review the key expectations and norms at the beginning of each session. Computer-generated captions will be available on our webinar platform (Zoom). For sessions featuring slides or other materials, we can share them in advance with individuals as requested. If you would like to let us know how we can make this event more accessible for you, please email us at km@unitedphilforum.org or call Colette Larson at 202-946-4742. Agenda May 1, 2023 1:00pm to 1:30pm EDT Welcome We will kick things off with a warm welcome to the 2023 KM Users Group. We'll welcome our newest KM Partners to their first Users Group and review our Virtual Space Expectations and Norms. We will provide an overview of what's to come over our time together and enjoy kickoff remarks from the Forum's CEO Dave Biemsderfer. Location: Virtual (Will not be Recorded)Speakers: David Biemesderfer President & CEOUnited Philanthropy Forum Colette Larson Associate of Knowledge ServicesUnited Philanthropy Forum Val Rozansky VP of Knowledge ServicesUnited Philanthropy Forum 2:00pm to 3:15pm EDT Management Tools and Practices While much of our knowledge management work is technical, without great interpersonal practices and project management tools in our toolboxes, the technical work can’t move forward. Join us to hear from KM Partners who will share their candid experiences about implementing tools and practices at their PSOs. We’ll explore the natural connection between showing up for work with a toolbox full of strategies AND the reality that “working” those tools and practices heavily relies on other humans. Location: Virtual (Will be Recorded)Speakers: Stephanie Chan Chief Strategy OfficerFunders Together to End Homelessness Caterina Gironda Research & Program ManagerFunders Concerned About AIDS Maria Gonzales Jackson Director of Knowledge ManagementGrantmakers in Aging Brooke Elizabeth Petit Senior Manager of Knowledge ServicesUnited Philanthropy Forum Sophie Stewart-Lopes Manager of Operations and CulturePhilanthropy Colorado Eliane Walters Program and Systems ManagerPhilanthropy Colorado 3:45pm to 5:00pm EDT Best Practices for Managing Salesforce Duplicates Managing duplicate records is a critical component of a healthy CRM. During this session, we will review how to use Duplicate and Matching Rules, offer examples of custom logic that helps identify potential duplicates and what to avoid when using this standard Salesforce functionality. Experienced admins will also share their data collection best practices to avoid duplicate records in the first place. Location: Virtual (Will be Recorded)Speakers: Allison Jai O'Dell Director, Data and Information TechnologiesThe Funders Network Brooke Elizabeth Petit Senior Manager of Knowledge ServicesUnited Philanthropy Forum Kim Snipes Director of Knowledge ServicesUnited Philanthropy Forum May 2, 2023 12:30pm to 1:30pm EDT Roundtables Roundtables are a Users Group staple, but we are switching up the format this year! Attend this roundtable session to spend time in breakout rooms organized by functional areas, including Drupal, Salesforce for Membership, Salesforce for Communications and Salesforce for Programs. Location: Virtual (Will not be Recorded)Speakers: Brandon Iracks-Edelin Senior Program AssociateUnited Philanthropy Forum Maria Gonzales Jackson Director of Knowledge ManagementGrantmakers in Aging Colette Larson Associate of Knowledge ServicesUnited Philanthropy Forum Courtney Moore Senior Director of Member ServicesUnited Philanthropy Forum Allison Jai O'Dell Director, Data and Information TechnologiesThe Funders Network Brooke Elizabeth Petit Senior Manager of Knowledge ServicesUnited Philanthropy Forum Val Rozansky VP of Knowledge ServicesUnited Philanthropy Forum Eliane Walters Program and Systems ManagerPhilanthropy Colorado 2:00pm to 3:15pm EDT Web Accessibility Accessing Accessibility: Creating Inclusive Digital Products Marcus Iannozzi of Message Agency, our newest KM Collaborative vendor, will lead us through key principles of accessibility, different compliance levels, and testing mechanisms to further our understanding of the fundamentals of web accessibility. There will be plenty of time for discussion and Q+A on this important topic! Location: Virtual (Will be Recorded)Speakers: Marcus Iannozzi Founder and PrincipalMessage Agency 3:45pm to 5:00pm EDT Exploring Salesforce Flows: Beginner and Advanced Please join this session to further explore Salesforce Flows through demos and hands-on training. Breakout rooms will be offered for both beginner and advanced Flow creators with help from our consultants at North Peak. Location: Virtual (Will be Recorded)Speakers: Curt Drummond Solution ArchitectVantage Point Consulting Allison Jai O'Dell Director, Data and Information TechnologiesThe Funders Network Kim Snipes Director of Knowledge ServicesUnited Philanthropy Forum Eliane Walters Program and Systems ManagerPhilanthropy Colorado May 3, 2023 1:00pm to 2:00pm EDT Racial Equity and Knowledge Management In our Knowledge Management roles, we make decisions daily to help our colleagues negotiate any potential gaps between process and technology within our organization. And when it comes to racial equity, the tools used to bridge that gap can help or harm our endeavors towards furthering equity in the workplace. Join Donita Volkwijn, Senior Director of Membership Engagement of Philanthropy New York, as we explore this important topic through shared learning and dialogue with each other Location: Virtual (Will be Recorded)Speakers: Donita Volkwijn Senior Director of Member EngagementPhilanthropy New York 2:30pm to 3:30pm EDT Top 10 Web Analytics for PSOs and Google Analytics 4 This session will cover the top web metrics every PSO should be tracking and analyzing. It’ll include a deeper dive into selecting the appropriate analytics tool by highlighting the major changes coming to Google Analytics 4 (a totally different platform that Google strategically titled “GA4”). Finally, we will discuss the required resource allocation for analytics work and provide sufficient time for Q&A. We encourage everyone to submit their specific questions in advance by emailing them to km@unitedphilforum.org with the subject line "Web Metrics". Location: Virtual (Will be Recorded)Speakers: Rick Richards AnalystParsons TKO 4:00pm to 5:30pm EDT Closing and KM Annual PowerPoint Party Join us as we close out our time together and have a laugh with your KM colleagues during our third annual power point party! You won't want to miss it! Location: Virtual (Will not be Recorded)Speakers: David Biemesderfer President & CEOUnited Philanthropy Forum Colette Larson Associate of Knowledge ServicesUnited Philanthropy Forum Val Rozansky VP of Knowledge ServicesUnited Philanthropy Forum
1:00pm to 1:30pm EDT Welcome We will kick things off with a warm welcome to the 2023 KM Users Group. We'll welcome our newest KM Partners to their first Users Group and review our Virtual Space Expectations and Norms. We will provide an overview of what's to come over our time together and enjoy kickoff remarks from the Forum's CEO Dave Biemsderfer. Location: Virtual (Will not be Recorded)Speakers: David Biemesderfer President & CEOUnited Philanthropy Forum Colette Larson Associate of Knowledge ServicesUnited Philanthropy Forum Val Rozansky VP of Knowledge ServicesUnited Philanthropy Forum
2:00pm to 3:15pm EDT Management Tools and Practices While much of our knowledge management work is technical, without great interpersonal practices and project management tools in our toolboxes, the technical work can’t move forward. Join us to hear from KM Partners who will share their candid experiences about implementing tools and practices at their PSOs. We’ll explore the natural connection between showing up for work with a toolbox full of strategies AND the reality that “working” those tools and practices heavily relies on other humans. Location: Virtual (Will be Recorded)Speakers: Stephanie Chan Chief Strategy OfficerFunders Together to End Homelessness Caterina Gironda Research & Program ManagerFunders Concerned About AIDS Maria Gonzales Jackson Director of Knowledge ManagementGrantmakers in Aging Brooke Elizabeth Petit Senior Manager of Knowledge ServicesUnited Philanthropy Forum Sophie Stewart-Lopes Manager of Operations and CulturePhilanthropy Colorado Eliane Walters Program and Systems ManagerPhilanthropy Colorado
3:45pm to 5:00pm EDT Best Practices for Managing Salesforce Duplicates Managing duplicate records is a critical component of a healthy CRM. During this session, we will review how to use Duplicate and Matching Rules, offer examples of custom logic that helps identify potential duplicates and what to avoid when using this standard Salesforce functionality. Experienced admins will also share their data collection best practices to avoid duplicate records in the first place. Location: Virtual (Will be Recorded)Speakers: Allison Jai O'Dell Director, Data and Information TechnologiesThe Funders Network Brooke Elizabeth Petit Senior Manager of Knowledge ServicesUnited Philanthropy Forum Kim Snipes Director of Knowledge ServicesUnited Philanthropy Forum
12:30pm to 1:30pm EDT Roundtables Roundtables are a Users Group staple, but we are switching up the format this year! Attend this roundtable session to spend time in breakout rooms organized by functional areas, including Drupal, Salesforce for Membership, Salesforce for Communications and Salesforce for Programs. Location: Virtual (Will not be Recorded)Speakers: Brandon Iracks-Edelin Senior Program AssociateUnited Philanthropy Forum Maria Gonzales Jackson Director of Knowledge ManagementGrantmakers in Aging Colette Larson Associate of Knowledge ServicesUnited Philanthropy Forum Courtney Moore Senior Director of Member ServicesUnited Philanthropy Forum Allison Jai O'Dell Director, Data and Information TechnologiesThe Funders Network Brooke Elizabeth Petit Senior Manager of Knowledge ServicesUnited Philanthropy Forum Val Rozansky VP of Knowledge ServicesUnited Philanthropy Forum Eliane Walters Program and Systems ManagerPhilanthropy Colorado
2:00pm to 3:15pm EDT Web Accessibility Accessing Accessibility: Creating Inclusive Digital Products Marcus Iannozzi of Message Agency, our newest KM Collaborative vendor, will lead us through key principles of accessibility, different compliance levels, and testing mechanisms to further our understanding of the fundamentals of web accessibility. There will be plenty of time for discussion and Q+A on this important topic! Location: Virtual (Will be Recorded)Speakers: Marcus Iannozzi Founder and PrincipalMessage Agency
3:45pm to 5:00pm EDT Exploring Salesforce Flows: Beginner and Advanced Please join this session to further explore Salesforce Flows through demos and hands-on training. Breakout rooms will be offered for both beginner and advanced Flow creators with help from our consultants at North Peak. Location: Virtual (Will be Recorded)Speakers: Curt Drummond Solution ArchitectVantage Point Consulting Allison Jai O'Dell Director, Data and Information TechnologiesThe Funders Network Kim Snipes Director of Knowledge ServicesUnited Philanthropy Forum Eliane Walters Program and Systems ManagerPhilanthropy Colorado
1:00pm to 2:00pm EDT Racial Equity and Knowledge Management In our Knowledge Management roles, we make decisions daily to help our colleagues negotiate any potential gaps between process and technology within our organization. And when it comes to racial equity, the tools used to bridge that gap can help or harm our endeavors towards furthering equity in the workplace. Join Donita Volkwijn, Senior Director of Membership Engagement of Philanthropy New York, as we explore this important topic through shared learning and dialogue with each other Location: Virtual (Will be Recorded)Speakers: Donita Volkwijn Senior Director of Member EngagementPhilanthropy New York
2:30pm to 3:30pm EDT Top 10 Web Analytics for PSOs and Google Analytics 4 This session will cover the top web metrics every PSO should be tracking and analyzing. It’ll include a deeper dive into selecting the appropriate analytics tool by highlighting the major changes coming to Google Analytics 4 (a totally different platform that Google strategically titled “GA4”). Finally, we will discuss the required resource allocation for analytics work and provide sufficient time for Q&A. We encourage everyone to submit their specific questions in advance by emailing them to km@unitedphilforum.org with the subject line "Web Metrics". Location: Virtual (Will be Recorded)Speakers: Rick Richards AnalystParsons TKO
4:00pm to 5:30pm EDT Closing and KM Annual PowerPoint Party Join us as we close out our time together and have a laugh with your KM colleagues during our third annual power point party! You won't want to miss it! Location: Virtual (Will not be Recorded)Speakers: David Biemesderfer President & CEOUnited Philanthropy Forum Colette Larson Associate of Knowledge ServicesUnited Philanthropy Forum Val Rozansky VP of Knowledge ServicesUnited Philanthropy Forum
