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Membership Metrics in Salesforce
This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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This resources includes recordings from the KM Collaborative's February 16, 2022 and March 2, 2022 Office Hours calls focused on Membership Metrics in Salesforce.
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2023 KM Users Group session: 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. In this session, we heard from KM Partners who shared their candid experiences about implementing tools and practices at their PSOs.
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We will continue the lively conversation about onboarding processes on the Membership Peer Community listserv for the first 30 minutes of the meeting followed by break-out discussions.
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Join us for a conversation with HR/operations consultants from LaCire, Lauren Bell and Jamie Album. We invite Forum members to bring questions regarding a broad range of nonprofit employer-related policies and practices.
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Join Alliant Retirement Consulting for a discussion on legislation affecting nonprofit retirement plans. Secure Act 2.0, passed in December 2022, enables the creation of 403(b) Pooled Employer Plans (PEPs) for nonprofit plan sponsors.
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Listserv compilation about a position description for a Senior Director of Finance role.
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These are the notes and recording from the 2020 Virtual KM Users Group 101 Communication Tools session.
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These are the notes and recording from the 2021 Virtual KM Users Group session Email Deliverability with Allison Jai O'Dell.
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These are the notes and a recording from the 2020 KM Users Group session titled Best Practices for Onboarding and Training New Staff session.
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These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Getting Started with Migrating Salesforce Automation to Flows.
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