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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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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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This documentation guides users through preparing and transitioning your organization to using state and country picklists in Salesforce.
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Courtney and Val from the Forum walk KM Partners through common troubleshooting scenarios such as: why someone can't register, why someone isn't seeing member pricing, and why someone isn't appearing in the member directory.
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The Forum has recently undertaken a review process of our membership dues structure.
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A benchmarking tool around membership for PSOs. As a google sheet, we encourage all PSOs to add your organization to the spreadsheet or update your information as needed.
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Join us for a conversation with HR/operations consultants from LaCire, Lauren Bell and Jamie Albaum. We invite Forum members to bring questions regarding a broad range of nonprofit employer-related policies and practices. Please note that all PSO staff, regardless of position, are welcome to join the call.
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