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Event
Lean Keen Producing Machines Peer Community: 3/6/24
Join your PSO colleagues from organizations with 5 or fewer team members for a discussion to connect, share and learn how to maximize your strengths for greatest impact.
Event
Program Peer Community: 9/4/2024
Join your programming peers at philanthropy-serving organizations in sharing latest successes, tackling problems, and providing insights.
Event
Membership Peer Community: 11/12/2024
Join your peers at PSOs in membership roles for a discussion to share your latest successes, tackle problems, and provide insight.
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Benefits of Forum Membership
Being a member of the Forum provides philanthropy infrastructure access to networking and community-building, PSO-specific professional and leadership development, network-wide information sharing, a collective voice for the sector, and more.
Resource
KM Collaborative: Creating Salesforce Reports and Dashboards Training
This training includes reviewing reports in the Forum's Salesforce Package. Learn how to build a couple of reports from scratch, a basic membership revenue dashboard, and custom report types. Kim Snipes, Director of Knowledge Management at the Forum, led this training.
The Forum's Knowledge Management team annually hosts Drupal and Salesforce training sessions. While not required, all KM Partners are encouraged to attend based on their level of experience and expertise.