Shows
Agents of NonprofitMental Health and Mentorship in the MENASA Community with Nagi AlsubaiIn this episode of Agents of Nonprofit, host Alexander Lapa speaks with Nagi Alsubai, founder of Peer Minds, a nonprofit dedicated to supporting mental health in the Middle Eastern, North African, and South Asian (MENASA) communities. Nagi shares his personal journey, from struggling with mental health stigma to creating a peer mentorship program that fosters open conversations and real change. Tune in to hear how mentorship, lived experience, and strategic partnerships are shaping a new approach to mental wellness.Topics We Cover:The inspiration behind Peer Minds and the need for culturally specific mental health supportHow...2025-03-1039 minAgents of NonprofitBuilding Safe Spaces, Mentorship, and a Legacy of Support with Aisha AddoIn this inspiring episode of Agents of Nonprofit, Alexander Lapa sits down with Aisha Addo, the visionary founder of Power to Girls, a nonprofit organization providing safe spaces and holistic support for Black and marginalized girls in Canada and Ghana. Aisha shares her personal journey, from overcoming societal expectations to establishing an organization that empowers young women through mentorship, skill-building, and mental health support. Topics We Cover:Aisha's journey from foster care to founder of a groundbreaking nonprofitHow a powerful moment in church sparked her mission to support marginalized girlsBuilding Power to Girls from a small g...2024-11-0442 min
The Just Be Cause PodcastFrom Chaos to Clarity: Enhance Your Nonprofit’s Efficiency with CRM Insights, with Alexander Lapa of Dryad ConsultingAccess the Just Be Cause Nonprofit Toolbox here 🧰!--Hey, lovely listeners!Tune in to this more-than-needed episode of the Just Be Cause Podcast as we dive into the dynamic world of CRM systems with special guest Alexander Lapa, a Salesforce architect for nonprofits. We will explore the powerful tools and strategies that revolutionize how nonprofits manage their data and optimize their impact.In this episode, we uncover the transformative benefits of CRMs for nonprofits, using real-life examples from animal shelters to enhance administrative efficiency and donor relations. Some of the que...2024-09-2445 minAgents of NonprofitSignificance Shift: Redefining Work in the Nonprofit Sphere with Seth GodinIn this landmark 100th episode, host Alexander Lapa sits down with renowned entrepreneur and author Seth Godin to discuss his latest book, "The Song of Significance: A New Manifesto for Teams" However, the conversation quickly expands to explore the broader landscape of work, particularly within the nonprofit sector. Seth challenges conventional notions of organizational culture and emphasizes the need for a significance-driven approach to solve real-world problems effectively.Topics We Cover:Contrasting traditional industrial capitalism with the rising trend of organizations prioritizing respect, dignity, and meaningful contributionsChallenges facing nonprofits, with an emphasis on the necessity for...2024-02-1229 minAgents of NonprofitBuzzworthy Connections and Networking with Tasha Van Vlack and Dave NorrisIn this episode of Agents of Nonprofit, your host Alexander Lapa dives deep into the world of The Nonprofit Hive, a groundbreaking community facilitating impactful connections within the nonprofit sector. Joined by industry veterans Tasha Van Vlack and Dave Norris, the trio explores the origins, mechanics, and heartwarming success stories of this game-changing platform.Topics We Cover:The birth of the Hive and how it's transforming the nonprofit landscape with its innovative approach to fostering one-on-one connectionsThe Nonprofit Hive's unique matching process, utilizing LinkedIn and a no-password sign-up for seamless experiencesEmphasis on respectful communication and a...2024-01-2946 minAgents of NonprofitNonprofit Tech Tales from Father to Son with George LapaWelcome to a special holiday episode of Agents of Nonprofit! I sit down with a true superhero, my dad, George Lapa. Join the heartwarming conversation as George shares his unique life story, from escaping war-torn Latvia to a career shift from engineering to a fulfilling retirement as a tech-savvy volunteer.Join this festive episode for a delightful blend of family anecdotes, tech tales, and the genuine joy that comes from making a difference in the nonprofit world.Happy New Year and we look forward to speaking with more nonprofit superheroes in 2024!Support the...2024-01-0126 minAgents of NonprofitCrafting Authentic Narratives with Chris MianoIn this episode, we sit down with Chris Miano, the brains behind MemoryFox, in an engaging episode exploring the art of authentic storytelling for nonprofits. From the challenges in content collection to ethical considerations and the future integration of AI, this conversation is a goldmine for anyone in the nonprofit industry aiming to elevate their narrative game.Topics We Cover:Chris Miano's journey from an Italian storytelling household to military service, highlighting the transformative power of narratives across diverse backgroundsHow MemoryFox evolved from capturing life stories of the elderly to becoming a tool for nonprofits, focusing...2023-11-2042 minAgents of NonprofitNavigating Nonprofit CRM with James GoalderIn this episode of *Agents of Nonprofit*, your host Alexander Lapa sits down with James Goalder from Bloomerang. As they embark on a conversation about nonprofit CRM systems, they uncover the unique qualities of Bloomerang, a valuable alternative to Salesforce. James shares his captivating journey from photographer to nonprofit work, leading to his role at Bloomerang. Explore the wealth of resources and information Bloomerang offers to the nonprofit community, and learn how it's changing the game in the sector. Whether you're new to CRM or a seasoned pro, this episode provides valuable insights and a fresh perspective on nonprofit...2023-11-1339 minAgents of NonprofitThe Art of Asking for More with Julie OrdoñezIn this episode of "Agents of Nonprofit," we have a dynamic conversation with fundraising expert Julie Ordoñez. Julie shares her captivating journey into the world of nonprofit fundraising and offers valuable insights into the art of asking for more in the nonprofit sector. From building meaningful donor relationships to the strategic use of technology, this episode delves into the challenges and triumphs of major gift fundraising.Topics We Cover:Julie's remarkable entry into nonprofit fundraising and how a friend recognized her potential in the fieldThe Power of Clarity in FundraisingExploring the significance of personal interactions w...2023-11-0650 minAgents of NonprofitThe Evolving World of Volunteering with Cyndi MeuchelIn this episode of "Agents of Nonprofit," with guest Cyndi Meuchel, we explore the changing landscape of volunteering. We discuss Cyndi's journey from childhood volunteerism to co-creating software for nonprofits, the decline in volunteerism, the impact of technology, and the concept of micro-volunteering. The conversation highlights the importance of adapting to new generations' preferences while emphasizing the inherent benefits of giving back to society.Topics We Cover:Cyndi's lifelong commitment to volunteeringCo-creating Money Minder, a software solution for nonprofitsThe concerning trend of declining volunteerism in the United States, including the factors contributing to this shiftHow technology...2023-10-3041 min
Ditching HourlyAlexander Lapa - The Non-Profit Salesforce GuyAlexander Lapa joined me on ditching Hourly for a tour-de-force journey through the paths available to tech folks operating with a post-hourly mentality. Talking Points:Setting fixed prices and sticking to them can result in profitable client relationships.Specializing in a specific target market, such as nonprofits, improves marketing efforts and increases client trust.Value-based pricing allows for more freedom and flexibility, including the ability to take vacations without compromising income. Alex's Links:LinkedIn: https://www.linkedin.com/in/alexanderlapa/Consulting: https://dryadconsulting.com/Product: https://dryadreceipting.com/Newsletter: https://thegoodenoughconsultant.com/Podcast: https://d...2023-10-241h 03Agents of NonprofitThe Art of Nonprofit Storytelling Using Video with Matthew ReynoldsIn this episode of "Agents of Nonprofit," we speak with guest Matthew Reynolds, a seasoned professional in video production for nonprofits. Matthew shares his wealth of knowledge and expertise, discussing the intricacies of creating impactful videos for nonprofit organizations. From the art of storytelling to the practical aspects of production, this masterclass in nonprofit video production offers valuable insights for professionals in the nonprofit industry.Topics We Cover:The importance of collaboration between nonprofit organizations and video production teams to align the video with the organization's missionA step-by-step process of creating a compelling video, from defining...2023-10-2342 min
Nonprofit Mission: ImpactFinding the right CRM for your nonprofit organization with Alexander LapaIn episode 83 of Nonprofit Mission: Impact, Carol Hamilton and Alexander Lapa delve into the benefits of using a Customer Relationship Management (CRM) system like Salesforce for nonprofits. These include improved data management and streamlined processes. Alexander shares his expertise in setting up and optimizing CRM tools for nonprofits. He explains why having a consultant to guide organizations through the complexities of finding the right tool to meet where they are in their stage of development is helpful. The conversation also explores challenges in fully utilizing a CRM system and the need for training and support to empower users as...2023-10-1733 minAgents of NonprofitBlockchain and Cryptocurrency in Philanthropy with Drew SimonIn this episode of "Agents of Nonprofit," host Alexander Lapa dives into the world of blockchain and cryptocurrency with guest Drew Simon, a nonprofit expert turned crypto enthusiast. They explore how these technologies are reshaping the nonprofit sector, from facilitating donations to ensuring transparency in charitable activities.Topics We Cover:How Non-Fungible Tokens (NFTs) are breaking free from the art world and being used to represent physical assets for charitable purposesHow Decentralized Autonomous Organizations (DAOs) can help nonprofits organize communities, make collective decisions, and ensure transparency in their actionsEnsuring the immutability of nonprofit activities, attracting donors...2023-10-1644 minAgents of NonprofitAutomating Handwritten Notes for Nonprofits with David WachsIn this episode of "Agents of Nonprofit," host Alexander Lapa interviews David Wachs, the CEO and founder of Handwrytten, a company specializing in automated handwritten note services. They discuss the significance of donor appreciation and how Handwritten's innovative technology is transforming the nonprofit sector.Topics We Cover:What Handwrytten doesThe vital role of expressing gratitude to donors and how it impacts donor retentionHow notes are personal, less intrusive, and drive interaction and donations effectivelyThe story behind Handwrytten's inceptionA deep dive into the patented technology used by HandwryttenThe ability to replicate individuals' signatures, adding a personal touch...2023-10-0936 minAgents of NonprofitRevolutionizing Nonprofit Payments with Nichole MontoyaIn this episode of Agents of Nonprofit, we get into the captivating journey of Nichole Montoya, the founder of Cheddar Up, a game-changing tool for nonprofit payment solutions. Nichole's inspiring story takes us from her corporate consulting background to the challenges and triumphs that led to the creation of Cheddar Up. Listen in as she shares her insights on entrepreneurship, the importance of balance, and the evolution of Cheddar Up as a versatile payment and form collection platform.Topics We Cover:Nichole's realization of the inefficiencies in traditional payment methodsUnderstanding the need for user-friendly group payment...2023-10-0246 minAgents of NonprofitMaximizing Nonprofit Team Efficiency in the Remote Work Era with Veronica LaFeminaIn this episode of "Agents of Nonprofit," hosted by Alexander Lapa and featuring guest Veronica LaFemina, listeners gain valuable insights into building effective remote teams in the nonprofit sector. Veronica, an experienced adviser to nonprofit CEOs and department leaders, digs into organizational strategy, leadership, and team management, shedding light on crucial aspects of nonprofit work in the age of remote and hybrid work models.Topics We CoverVeronica's extensive background in public affairs and creative agencies, including managing remote and multi-office teamsThe rise of remote work, both before and during the pandemicThe need for...2023-09-2549 minAgents of NonprofitFundraising for Non-Human Causes with Katherine LacefieldIn this insightful episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with Katherine Lacefield, an expert in fundraising for non-human causes within the nonprofit sector. Katherine's extensive experience sheds light on the unique challenges faced by organizations advocating for animals and the importance of shifting perspectives to foster greater compassion and interconnectedness in philanthropy.Topics We CoverLegal complexities in Canada, where animal-focused nonprofits struggle to obtain charitable status due to restrictions on political advocacy, impacting their access to grants and tax receipts for donorsHuman-animal connection and its role in motivating...2023-09-1841 minAgents of NonprofitLeveraging Technology for Nonprofit Efficiency with Yulia ZhernovayaIn this episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with Yulia Zhernovaya, a tech advocate for enhancing nonprofit operations.They explore Yulia's journey from volunteering to her role in bridging the gap between nonprofit missions and technological advancements. The episode delves into the challenges and potential of technology adoption in the nonprofit sector, shedding light on key strategies for nonprofits to enhance their efficiency and impact.Topics We Cover:Yulia's evolution from volunteering and mentoring to advocating technology in nonprofits, inspired by her global experiences and...2023-09-1143 minAgents of NonprofitExploring Digital Asset Fundraising in the Nonprofit Sector with Carlos RestrepoIn this episode of "Agents of Nonprofit," host Alexander Lapa engages in an enlightening conversation with Carlos Restrepo about the fascinating world of digital asset fundraising.From the emergence of Web3 technology to the potential of NFTs and metaverse platforms, this episode delves into innovative strategies that nonprofits can use to diversify their revenue streams and connect with a broader audience.Topics We Cover:Carlos' transition from the healthcare industry driven by the unique blend of purpose and efficiency present in nonprofit work.The evolution of Web3 technology and the ownership of...2023-09-0438 minAgents of NonprofitNavigating Leadership in the Tech Era with Anthony A. Dicks Jr.In this episode of "Agents of Nonprofit," host Alexander Lapa engages in a thought-provoking conversation with guest Anthony A. Dicks Jr. to explore the intricate landscape of leadership development within the ever-evolving technology-driven world.Anthony, a leader with a rich family legacy in leadership, shares his insights and experiences, highlighting the importance of authentic connections and the challenges of leading in virtual work environments. The podcast delves into the nuances of remote work, the impact of AI on leadership, and the future trends that leaders need to be prepared for.Topics We Cover:Anthony's...2023-08-2846 minAgents of NonprofitAffecting Lives in Africa - The Inspiring Journey of a Nonprofit Founder with John RenouardIn this podcast, the founder of Water, Health, and Opportunity (WHO) organization, John Renouard, shares his inspiring journey of creating an impactful nonprofit aimed at providing clean water to rural villages in Africa. He discusses the unique model of using human-powered drills owned by local drill teams to ensure sustainability and financial independence within the communities.The conversation also steers into the organization's efforts to combat female genital mutilation (FGM) and empower the victims to seek justice. John's stories highlight the transformative impact of clean water on communities and the importance of community involvement in creating sustainable...2023-08-2155 minAgents of NonprofitRevamping Nonprofit Data Management with Taj CarlsonIn this podcast episode, Taj Carlson, the founder of Inciter Data, shares her incredible journey of working with nonprofits and leveraging data and technology to drive positive change. Taj's superhero origin story began when she collaborated on evaluation projects with nonprofits after her academic career. A turning point occurred when she witnessed an HIV prevention organization struggling with data management on paper forms, inspiring her to dedicate herself to bringing technology to nonprofits for improved data management.Taj emphasizes the critical role of reporting in data management and discusses the common challenges faced by nonprofits in generating...2023-08-1449 minAgents of NonprofitCreating Operational Cultures for Nonprofit Success with Miriam DicksIn this episode of Agents of Nonprofit, we're joined by superhero Miriam Dicks, a management consultant specializing in operational cultures within nonprofits. Miriam shares her insights on creating effective operational processes and discusses the importance of assessing pain points, involving stakeholders, and aligning systems and structures to support growth and goals.Topics We Cover:The role of assessments in identifying pain points and providing tailored recommendations.The significance of involving leaders and staff in the assessment and decision-making process.Addressing cultural aspects alongside operational improvements.Real-life examples highlighting the consequences of organizational imbalances.The impact of...2023-08-0744 minAgents of NonprofitBuilding Superior Experiences in the Nonprofit Sector with Michael ComptonIn this episode, we're joined by Michael Compton, the creator of the CSC Innovation Lab at Denison University, to explore the realm of customer experience (CX) within the nonprofit sector. Michael shares his insights on understanding and improving CX through journey mapping, persona building, and operational frameworks. He emphasizes the significance of empathizing with customers and aligning organizational operations to create meaningful experiences. The conversation also touches on channel management, labels for customers, and prioritizing individual versus community experiences.Topics We Cover:The distinction between customer experience and user experience in the nonprofit sector.The methodology...2023-07-3149 min
Talent Hub TalkAlexander Lapa on living the solo Salesforce consulting and Digital Nomad lifeIn today's episode, we are joined by Alexander Lapa, Founder of Dryad Consulting and Salesforce Architect. Alex shares insight into what first attracted him to a flourishing career in IT, before taking two years out to travel the world.
We find out why Alex chose to focus on Salesforce and not-for-profits on his return to Canada and how he structured his business as a successful solo Salesforce Consultant.
Alex talks about how he splits his time in Canada and Spain living the digital nomad life, and how he shares with customers his ways of working.2023-07-2530 minAgents of NonprofitNavigating Salesforce for Nonprofits with Watt Hamlett In this episode of Agents of Nonprofit, we're joined by Watt Hamlett, a Salesforce consultant specializing in nonprofits. Watt shares his journey in the nonprofit technology space and discusses his role in assisting organizations with Salesforce evaluations, troubleshooting, and long-term planning. The conversation highlights the significance of consultants in the nonprofit sector and offers valuable advice on selecting the right consulting partner for successful Salesforce implementation.Topics We Cover:Watt Hamlett's background and experience in working with nonprofits and Salesforce.The role of a Salesforce consultant in helping nonprofits during the pre-purchase phase.Key c...2023-07-2445 minAgents of NonprofitThe Power of Storytelling in Nonprofits with Jess CampbellIn this engaging episode, we're joined by Jess Campbell, a nonprofit consultant and storyteller, about the importance of storytelling in the nonprofit sector. Jess shares her personal journey into the nonprofit world and explains how storytelling can be a powerful tool for creating impact and rallying support. She emphasizes the significance of compelling storytelling and shares her expertise on fundraising, relationship building, and mobilizing resources within nonprofit organizations.The conversation also delves into the decision to transition a community for nonprofit consultants into a paid model, exploring the positive outcomes and challenges associated with this shift.2023-07-1741 minAgents of NonprofitResponsible AI in the Nonprofit Sector with Nathan ChappellIn this episode of the Agents of Nonprofit podcast, we're joined by Nathan Chappell to discuss the world of AI and its impact on fundraising for nonprofits. Nathan provides an overview of AI, highlighting subsets such as machine learning, deep learning, and generative AI. The discussion focuses on the concept of hallucinations in AI models, drawing parallels to human interpretations and emphasizing the role of AI as a tool to augment human thought processes rather than replace them.We explore the role of AI in the nonprofit sector, emphasizing the decreasing cost of computing and the need...2023-07-1057 minAgents of NonprofitNavigating the Data Management Maze with Deanna MollettIn this episode of the Agents of Nonprofit podcast, host Alexander Lapa interviews data archiving and retention expert Deanna Mollett. Deanna shares her insights on the importance of data management for organizations, emphasizing the role of data governance in implementing effective data retention and archiving practices.Deanna discusses the differences between data retention and archiving, highlights the compliance and risk factors that make data retention crucial for nonprofits, and explains the benefits of data migration projects in reviewing and cleaning up data.Topics We Cover:Understanding the role of data governance in data retention...2023-07-0328 minAgents of NonprofitTech, Trends, and Donor Loyalty with Mike JohnstonIn this episode of Agents of Nonprofit, host Alexander Lapa interviews Mike Johnston, a seasoned expert in the nonprofit sector, as they delve into the world of innovation and fundraising. Join them as they explore the transformative power of technology and its impact on nonprofit organizations, sharing insights on best practices, overcoming challenges, and personalizing donor experiences. Discover how to leverage the latest trends in fundraising to make a lasting difference and foster donor loyalty.As they discuss the challenges nonprofits face when adopting technology, Mike emphasizes the need for accessible and user-friendly platforms. The conversation expands...2023-06-2646 minAgents of NonprofitUnlocking Global Opportunities: Exploring Salesforce, Recruitment, and Careers with Ben DuncombeIn this episode of Agents of Nonprofit, Alexander Lapa sits down with Ben Duncombe, a Salesforce recruiter from Australia, to delve into the world of Salesforce and Salesforce recruiting. Join them as they uncover the global reach of Salesforce, its impact on individuals' careers, and the rewarding opportunities it presents. Ben shares his own journey, insights from successful Salesforce professionals, and the expanding role of Salesforce in Australia and beyond.Together, they explore the vast possibilities offered by Salesforce, the diverse range of individuals who can thrive within its ecosystem, and the impact it has on their...2023-06-1944 minAgents of NonprofitGrant Cycle: Revolutionizing Nonprofit Grant Management with Ansley FenderJoin host Alexander Lapa in this episode of "Agents of Nonprofit" as he interviews Ansley Fender, the founder of Grantcycle, a groundbreaking software solution for post-award grant management. Ansley shares her inspiring journey into nonprofit management, her decision to create Grantcycle, and her insights into specialized software for grant management. Discover how Ansley's accidental involvement with nonprofits led her to develop a powerful tool that streamlines financial processes, improves accountability, and maximizes the impact of nonprofit organizations.Topics We Cover:Ansley's background and accidental entry into the nonprofit sector.The motivation behind starting Grant Cycle and...2023-06-1249 minAgents of NonprofitNavigating the Nonprofit RFP Process: Insights from Kismet SaglamIn this episode of Agents of Nonprofit, our guest Kismet Saglam sheds light on the intricacies of the nonprofit Request for Proposal (RFP) process. Kismet emphasizes the need for discretion and privacy in certain situations, acknowledging that publicizing an RFP can attract unwanted attention and distractions.By maintaining a controlled communication approach, organizations can focus on the task at hand without unnecessary inquiries. Kismet also discusses the challenges of managing an overwhelming number of responses, highlighting the importance of specialized services and the natural process of elimination that occurs when targeting specific vendors.Topics We...2023-06-0549 minAgents of NonprofitUnleash Your Fundraising Superpowers: The Nonprofiteer's Field Guide to Philanthropic SuccessIn the dynamic realm of fundraising, are you ready to unlock your potential as an agent of change? Join us on Episode 64 of Agents of Nonprofit as we delve into the captivating world of Evan Wildstein's groundbreaking book, "The Nonprofiteer's Fundraising Field Guide." Prepare to be empowered with a modern approach to philanthropic success that will elevate your impact to new heights.In this riveting episode, Evan Wildstein, a seasoned expert in the non-profit sector, unveils the secrets to becoming a better servant-leader. Discover how to forge deep connections with donors, foster a culture of impactful philanthropy...2023-05-2946 minAgents of NonprofitThe Formula for Strategic Planning: Propel Your Organization to Success with Carol HamiltonDiscover the secret behind thriving organizations and unlock the power of strategic planning with renowned expert Carol Hamilton. In this captivating episode, Carol, founder of Grace Social Sector Consulting and host of the Mission:Impact podcast, shares her profound insights on strategic planning in the nonprofit sector. From leveraging technology to incorporating DEI practices, learn the key strategies that will propel your organization towards achieving its goals effectively.Key highlights:Carol's inspiring journey in the non-profit sectorThe inception of Grace Social Sector Consulting and Mission:Impact podcastUnveiling the secrets of virtual strategic planningOptimal timing for strategic...2023-05-2242 minAgents of NonprofitSecrets to Building a Cohesive, High-Performing Team with Erik RubadeauDo you know what's the secret to achieving success in an organization? Hint: it involves building a strong team. Discover the secrets to mastering the art of successful team building!If you're interested in learning how to create a cohesive and high-performing team, be sure to tune in to this episode featuring Erik Rubadeau, CEO of Yeeboo Digital. Join us as Erik talks about the entire process of building a successful team, from hiring the right people to fostering a sense of unity within the team.The topics we cover:How Erik started working...2023-05-1545 minAgents of NonprofitGetting the Right Kind of Help with your New Nonprofit with Technopath CEO Sarah EptingAre you ready to change the world but don't know where to begin? Tune in to discover how Technopath can guide you through the crucial steps of starting a nonprofit, so you can focus on making a difference!Discover the secrets to non-profit success as Technopath's CEO, Sarah Epting, spills the beans on building and thriving in this week's unmissable episode. Sarah shares how Technopath's training and activities work together and what they can provide you to help you succeed, what their package looks like, and what will happen to the company’s future. The top...2023-05-0840 minAgents of NonprofitThe Keys to Starting a Nonprofit with Brooke Richie BabbageDo you wonder what details go into setting up a nonprofit? What problem are they solving? Are other people solving the same problem? How do I receive advice? This is for you!In this week’s episode, Brooke Richie Babbage joins us to share from her experience in setting up nonprofits. Brooke wanted to get into social justice work from as early as 10 years old! Now with over 20 years experience in the nonprofit sector, she shares about the details of setting up a nonprofit. From landscape mapping to how to hire staff, looking for funding, setting up a bo...2023-05-0150 minAgents of NonprofitFundraising for a Performing Arts Center with Renee GarvensFundraising is at the heart of every nonprofit. With the right strategy, communication channel and fundraising message, nonprofits are able to achieve their targets with ease.In this week’s episode, Alexander is joined by Renee Garvens to tackle unique perspectives in fundraising. Renee is the Vice president of Development at the Tobin Center for Performing Arts. In her discussion, she details the unique nature of fundraising for a performing arts center, highlighting the obstacles and insights gained from attempting to secure funds amidst the pandemic. Additionally, she delves into the fundraising channels and tech too...2023-04-2440 minAgents of NonprofitData Visualization for Nonprofits with Amelia KohmDid you know that visual presentations of data are 43% more effective than written or vocal? Human beings have always interacted with visual effects as a means of survival, concentration, and mental stimulation.On this week’s podcast, Alexander is joined by Amelia Kohm, the founder of Data Viz for nonprofits. Amelia previously worked in policy research around children and families. She offers us insight into the world of data visualization and how this is important for all nonprofits. She discusses interactive dashboards, why data is important, emotional responses from data visualization and more....2023-04-1743 minAgents of NonprofitBuilding a Salesforce App for Nonprofits with Pat McClellan‘I feel the need to build something that is serving the mission of my customers, and doing something good in the world’ - Pat McClellanIf you have ever wondered what it’s like to build an app from scratch this episode is for you.After a career change from media to software development, Pat McClellan has an app to show for it! He has built the Proton Blaster, a messaging app with Salesforce. Pat is a Chief Lightning Officer at Proton 7 Group and a Salesforce MVP with over 30 years experience in media...2023-04-1046 minAgents of NonprofitUnlocking Nonprofit Potential using Data with Sarah MerionIn this week’s episode, Alexander sits down with Sarah Merion, the visionary founder and CEO of Impact Aligned, to discuss how data can be a game-changer for nonprofits. With a wealth of experience spanning over a decade in the for-profit realm, Sarah has made it her mission to help nonprofit organizations achieve their goals by utilizing data-driven strategies, visualizing outcomes, and more. Tune in to discover why data is a vital asset for nonprofits, and gain valuable insights into identifying and leveraging leading indicators, aligning strategies, and avoiding common pitfalls. The...2023-04-0345 minAgents of NonprofitLong and Short-Term Approaches to Technology with Kevin Christopher GeorgeMaking a decision about the right technology to use in your nonprofit? One with the right functions to add relevance to your objectives? What’s the best short term vs long term path to take tech-wise? Should nonprofits adopt new tech such as AI? Kevin Christoper George, a tech expert joins Alexander to answer these and more!Kevin is the founder of Green Merits Consulting, an organization that focuses on research, selection and data analysis of cloud based software solutions for nonprofits. He has previously worked in tech with Blackberry, Oracle and Kupo.In this ep...2023-03-2748 min
The Technopath Way: Productivity through tech for nonprofitsA Chat with Alexander Lapa - Nonprofit Consultant, App Developer and Content CreatorNever miss an episode or recap again! Sign up for our weekly newsletter, The Technopath Way Tips, here: https://www.technopath.ac-page.com/the-technopath-way-sign-upWe love learning here at Technopath which is why we are so excited to welcome Alexander Lapa as today’s guest! This week we’re hearing about his journey to help nonprofits with Salesforce and subsequent adventure building a tax receipting app for Canadian nonprofits using Salesforce. If you’ve wondered how those apps your Salesforce org uses, make it from idea all the way into the App Exchange, this episode is for you! Alex w...2023-03-2426 minAgents of NonprofitThe Impact Economy and Partnerships for Good with Tracy Kronzak‘We're not going to change capitalism, but we can change the way that capitalism thinks about how to engage with mission-driven organizations.’ -Tracy KronzakWhat is an impact economy? How can nonprofits ensure to make profit without neglecting the integrity of social impact? What are partnerships for good? Is an impact economy really attainable? Tracy Kronzak answers all these with practical examples. Tracy is a technology expert with over 10 years experience in technology for nonprofit. She has a background in policy analysis and previously worked with Salesforce.org.The topics we cov...2023-03-2048 minAgents of NonprofitHow to Strategically Implement a CRM for Nonprofits with Julia DevineWondering which CRM works best for your nonprofit? How to sustain your CRM after employees leave over time? Looking for CRM recommendations? Julia Devine shares valuable insights on this week’s episode.Julia Devine is the co-founder of Devine & Parker Consulting, a firm which supports nonprofits, helping them create their strategy for technology implementation, training staff on usage, support in building technology infrastructure needed for success focusing on fundraising and marketing programmes. She shares her own journey into nonprofit technology consultancy, some of her favorite CRMs, recommendations for handling complexities around tech implementation and more. The...2023-03-1349 minAgents of NonprofitSegmentation and Inclusive Fundraising for Nonprofits with Regina AlhassanAre you tired of aimlessly searching for potential donors for your nonprofit organization? Do you want to get the most out of your fundraising efforts and build strong teams?On the podcast today is Regina Alhassan, who answers these questions and more. She is the CEO of Research Pro and has 23 years of experience in prospect development consulting and getting big donations. Regina is an expert at finding potential donors by searching for their zip codes and using fundraising methods that are open to everyone. This episode is a must-listen for nonprofits that want to f...2023-03-0648 minAgents of NonprofitVolunteer Management Made Easy with Geng WangThis week, we are joined by Geng Wang to talk about Civic Champs, a volunteering CRM. Geng Wang is the CEO and co-founder of Civic Champs, a platform designed to help volunteer managers, coordinators and organizations manage their volunteers from recruitment to reporting.In this conversation, Geng Wang walks us through the features available on the Civic Champs app and how beneficial they are to volunteer managers to make their management process more efficient. He covers; what the Civic Champs features are and how they work, the pricing of Civic Champs, how to engage volunteers to become...2023-02-2740 minAgents of NonprofitThe Journey to Salesforce Mastery with Alexander LapaDo you want to learn the insider secrets of Salesforce success? Join us on the 50th episode of Agents of Nonprofit podcast as your normal host Alexander Lapa becomes the guest to today’s host: Tim Lockie.Alex is a Salesforce Architect for nonprofits and host of this podcast. He will take us through his story and his journey to mastering Salesforce, plus share best practices when it comes to choosing a Salesforce consultant/agency. We'll also dive into why he started podcasting and why he believes it's so important.The topics we cover:Ex...2023-02-2036 minAgents of NonprofitLearning Strategies and Solutions for Nonprofits with Heather BurrightThis week, Heather Burright is welcomed to the show to discuss learning strategies and solutions, change management, and empowering your people as a nonprofit.Heather is a learning and leadership development consultant and the founder and principal consultant at Skill Masters Market. She has created hundreds of learning experiences from in person training, self-paced experiences, virtual classroom, and has worked with dozens of leaders to help them achieve their organizational professional development goals. The conversation is about learning strategies, which are roadmaps that outline what people need to do to be successful within an organization a...2023-02-1337 minAgents of NonprofitRock Your Role as a Salesforce Admin with Jodi HrbekIs being your company's Salesforce expert something you're interested in? Do you want to exceed expectations while optimizing and reducing your workload? If so, this episode is for you.Joining us on the podcast is author and Salesforce expert Jodi Hrbek, who’s spent over 20 years using Salesforce. She is an expert in setting up and optimizing the Salesforce platform for businesses of all sizes. She shares her wealth of experience and knowledge about using Salesfrorce, the Salesforce admin role, and achieving best results with Salesforce in this episode.The topics we cover: H...2023-02-0646 minAgents of NonprofitEmpowering People with Disabilities Using Technology with Chad Leaman‘Of people with disabilities that are unemployed, over half of them have a university degree.’ - Chad LeamanDisabilities can have a significant impact on a person's social and economic standing. Those with disabilities face barriers to education, employment, and social participation, which can limit their opportunities and cause poverty, limit access to healthcare and other services, and reduce their overall quality of life. Also, people with disabilities may have to pay more for the equipment and accommodations they need, which can make their finances even worse. However, with the right support and accommodations, people with...2023-01-3045 minAgents of NonprofitEffective Coaching and Training for Nonprofits with Susan KahanAre you a non-profit leader who is overworked and undersupported? Do you find it hard to keep your staff, board, or team interested? Feeling overwhelmed by the constant pressure to meet your organization's goals and raise money? If so, this episode provides a solution for you.Susan Kahan, Founder and Principal of Sapphire Fundraising Specialists, joins us to discuss how her company helps nonprofits work better and raise more money, retain staff, keep board members engaged, and get to know their donors better.The topics we cover:Susan’s superhero origin storyWhy Su...2023-01-2339 minAgents of NonprofitStrategic Listening with Emily TaylorWhat can you do to connect better with your audience? How do you hear what they are saying beyond what is spoken? What can you do to improve your connection and authenticity with them through more transparent engagement?This episode will help you answer any of the questions above. We welcome Emily Taylor to talk about strategic listening for nonprofits. With teenyBIG, Emily helps nonprofits engage better with their audiences through strategic listening. Topics covered:What is strategic listening?How Emily came up with the name ‘teenyBIG’Challenges that teenyBIG solves for nonprofitsQualifying questi...2023-01-1637 minAgents of NonprofitEnhancing Workflow Efficiency with Zak Pines of FormstackIn this week’s episode, I host Zak Pines. Zak has been in the SaaS industry for many years and has diverse experience in sales, marketing, and partnerships. Marketo, HubSpot, and Salesforce are among the software ecosystems he has worked with throughout his career. Currently, Zak is at Formstack where he has been building and managing a partner program and a community of product experts who provide excellent solutions for customers and technology partners with whom Formstack has integrations. In this week’s episode, Zak Pines explains how nonprofits can solve problems and create better processes around data...2023-01-0936 minAgents of NonprofitExplaining What is a CRM to a 13 Year OldIn this episode, I talk to my 13-year-old nephew Samuel about nonprofits, customer relationship management (CRM), and how they work. I help Samuel understand what nonprofits and CRMs are and how they work using gaming references.Listen in and giggle away while I explain the following to my young nephew in a language he understands:What is a non-profit organization?What is a CRM and how does it work?What does it mean to be in the cloud?On Cloud vs On-premiseSalesforce, the first CRM to be in the cloudIs a CRM a good t...2023-01-0219 minAgents of NonprofitGrowing Generosity in Nonprofits with Erik Tomalis of Virtuous CRMRunning a nonprofit requires a lot of planning, tracking and client management, reaching out to donors, staff coordination, task management, and many other tasks. This can be daunting.With new challenges at hand such as great resignations, global economic challenges, there is more nonprofits have to handle, and this requires more seamless technology to run operations, marketing, and communication. Erik Tomalis, the Director of Business Development at Virtuous, joins me on the podcast today to talk about Virtuous, a technology company that supports nonprofits in setting up CRMs, fundraising, volunteering and marketing tools needed to c...2022-12-1947 minAgents of NonprofitSaving on Nonprofit Tech with Eli Vander GiessenMany non-profits face difficulties in acquiring and keeping up with the right technology solutions. Finding and setting up the right CRM, software, and other services is essential for the survival of any business in the modern era.One solution that makes this process easier is TechSoup, a nonprofit that exists to help other nonprofits acquire and use the right technology at a subsidized cost. TechSoup has served 1.4 million nonprofits and saved the sector about $19 billion in software and service fees.TechSoup does that at scale with about 120 technology companies to help manage their discount and...2022-12-1233 minAgents of NonprofitWhat an Effective Nonprofit Website Looks Like with Austin HattoxIn this week’s episode, Alexander hosts Austin Hattox who shares about his experience creating websites for nonprofits.Austin is the founder of Pixel Lighthouse, a company that he started with his wife to create websites for nonprofits to enable them to paint a clear picture of their vision and enable audiences to interact seamlessly with them online. Listen in to learn more about the strategies, tools and resources to use when setting up a website for nonprofits, learn more about the Pixel Lighthouse story and best practices to focus on when creating the right onl...2022-12-0538 minAgents of NonprofitTechnology for Better Marketing, Fundraising, and Communication with Benjamin JohnsonNonprofits should invest in technology. It can automate fundraising efforts and get in touch with more donors. It can also keep in touch with stakeholders through newsletters, mail, email, etc., and improve data management by keeping track of donor information and figuring out how well a program is working and how successful a charity is.Frontier is a nonprofit marketing company with a unique fundraising culture and a focus on systems to help nonprofits get results.In the previous decade, Frontier has partnered with Canadian charities to raise over $10 million annually. Frontier develops material, creates...2022-11-2845 minAgents of NonprofitExpanding Healthcare Access with Kelsey FisherThere are approximately 38.4 million people living with HIV/AIDS around the world, and the vast majority of them live in Africa. In 2021, it is estimated that 860,000 people in Africa were newly infected with HIV and 420,000 people died from AIDS-related illnesses.On the other hand, in 2020, malaria caused an estimated 241 million clinical episodes and 627,000 deaths. An estimated 95% of deaths in 2020 were in the WHO African Region.Despite significant progress made in recent years in expanding access to treatment, only around half of those who need treatment in Africa are able to receive it. Because of this...2022-11-2143 minAgents of NonprofitProviding Access to Clean Water with Lisa Clowery and Tara Maritzer of OneDropThe United Nations declared water and sanitation a human right, but billions of people worldwide still do not have access to clean water and proper sanitation. Our planet is facing a water crisis, which will only worsen as the population grows and climate change continues to wreak havoc on our water supplies.One Drop is an organization that is taking action to protect this vital resource for future generations and ensure sustainable access to safe water, sanitation, and hygiene for communities facing extreme barriers through innovation, partnerships, creativity, and the power o...2022-11-1440 minAgents of NonprofitThe Four Categories of Consultants with Tim SarrantonioHiring a consultant can be a great way for a nonprofit to get advice from an expert on a certain issue or project. However, due to the unique nature of each project and problem, it's easy to waste a lot of money on blanket solutions that don't address your specific situation. Tim Sarrantonio is on the podcast today to talk about this subject.Tim is the Director of Corporate Brand at Neon One, a technology and services company that focuses on small nonprofits and how technology can speed up their generosity in terms of design and execution.2022-11-0747 minAgents of NonprofitNonprofit Innovation and Execution with Michelle Flores VrynIn this episode of Agents of Nonprofit, I talk to Michelle Flores Vryn, the Chief Development Officer of OneStar. She has worked in almost every area of development: major gifts, institutional giving, membership, capital campaigns, consulting, special events, and annual giving. Before joining OneStar as the Chief Development Officer, she worked in international fundraising, led the communications and development team at a nature center in Houston and, as a board member, helped launch Exploration Green—a 200-acre green space for conservation, recreation, and flood detention in Greater Houston.Michelle is passionate about mentoring Black, Indigenous and...2022-10-3147 min
Technology in Human ServicesTiHS Episode 36: Alexander Lapa – how you can use a CRM to further your work
Welcome to episode 36 of the Technology in Human Services podcast. In this episode I speak with Alexander Lapa.
You’ve heard about CRMs (Customer or Constituent Management Systems). You may even have one at your organization. But few of us use them to their full potential. In this conversation Alexander provides useful information about CRMs, with a focus on Salesforce. We talk about why, even if you use outside consultants to develop your CRM, building internal skills, staff roles, and capacity is essential for success. While Alexander is a Salesforce consultant, our conversation covers general CRM concepts, st...2022-10-2843 minAgents of NonprofitLeaning into Technology for Immigrants and Refugees with Marco CampanaIn this episode of Agents of Nonprofit, I talk with Marco Campana, a Digital Strategy and Communications Consultant for Immigrant & Refugee serving organizations. Marco works to help staff in these agencies build their digital capacity by harnessing the communications & network potential of web and social media in their work.Topics we cover include:Starting with the technology knowledge users already have rather than trying to educate from scratchThe wide range of tools that work best for serving the settlement of newcomersTaking accessibility and language into account when creating forms and how technology can help with thatUsing...2022-10-2445 minAgents of NonprofitWhat Does Awesome Nonprofit Salesforce Training Look Like with Tasha Van VlackIn this episode of Agents of Nonprofit, I talk with Tasha Van Vlack, Sales and Marketing Specialist at cloudStack Services. cloudStack Services is a fundraising CRM built to transform the way nonprofits organize donor information and daily work to create a greater impact. Topics we cover include:When to start talking about training and investing in trainingThe best ways to prepare a nonprofit for training so they are in the best position to engage with and absorb the informationManaging feedback and questions from training groups that you might not have an answer forMeasuring the success of t...2022-10-1754 minAgents of NonprofitHow to Make Sense of Data for Better Fundraising with Kirk SchmidtIn this episode of Agents of Nonprofit, I talk with Kirk Schmidt, Director of Fundraising Optimization at Frontier Marketing. Kirk is an experienced fundraiser and non-profit operations expert with a background in mathematics and IT, who runs a team of data scientists who work to help charities raise more money for their missions.Topics we cover include:What the differences are between metrics & analytics and why they are importantCreating data warehouses or data lakes to have data be communicated between different systemsThe effects from perceiving or presenting data with different scales, inputs and outputsHaving a baseline...2022-10-1034 minAgents of NonprofitAbout Capital Campaigns with Amy EisensteinIn this episode of Agents of Nonprofit, I talk with Amy Eisenstein, CEO and Co-Founder of the Capital Campaign Toolkit. Capital Campaign Toolkit gives nonprofit leaders access to all the guidance and tools they need to implement successful campaigns — without breaking the bank. Amy is also the co-host of the All About Capital Campaigns Podcast, a weekly source for nonprofit fundraising advice.Topics we cover include:Comparing a capital campaign with a fundraising campaign and the difference in strategies that might be usedThings to look for and things to avoid when hiring a capital campaign consultantMeasuring ou...2022-10-0332 minAgents of NonprofitBuilding the Right Team to Fulfill a Mission with Dan HanleyIn this episode of Agents of Nonprofit, I talk with Dan Hanley, Principal and Founder of Altrui Consulting. Altrui leads development teams, creates strategies and budgets, and hires elite development professionals, all while providing key support organizations need to fulfill its mission. Dan is ecstatic to work with nonprofits to support their growth in relationship building and fundraising, especially those serving populations that include the unheard, forgotten and invisibleTopics we cover include:Making sure nonprofits have the capacity to take on products so they can take full advantage after purchaseMaking sure job descriptions are kept...2022-09-2649 minAgents of NonprofitDiversity, Equity, Inclusion (DEI) and Data with Meena DasIn this episode of Agents of Nonprofit, I talk with Meena Das, the founder, data consultant, trainer, and an ethicist with her nonprofit consulting practice, NamasteData. She also runs a virtual school on data and equity, Data Is For Everyone. She specializes in designing and teaching equitable research tools and analyzing engagement. You can engage with her through her latest workshop Towards Human-Centric AI and her LinkedIn-based newsletter data uncollected.Topics we cover include:Learning from lived experience and applying it to data to develop Diversity, Equity, Inclusion, Accessibility and BelongingThe impact of language in copy...2022-09-1941 minAgents of NonprofitSome Thoughts About the Podcast - A Quick Check-in with my ListenersA short and special message to you, dear listener.Please let me know your topic feedback by emailing me at alex@dryadconsulting.comAlso, please rate this podcast on Apple PodcastsMany thanks :)Support the show2022-09-1202 minAgents of NonprofitHow to Become an Excellent Consultant with Pei Mun LimIn this episode of Agents of Nonprofit, I talk with Pei Mun Lim, Co-Founder of Zenhao, a leadership academy for consulting and project delivery excellence. Pei loves creating the chemistry that sparks high performing teams and can help Salesforce and Microsoft partners build and develop their internal talent into a group of outstanding consultants.Topics we cover include:The balance between being your authentic self while still being professionalThe importance of partners investing in and allowing new people to have access to trainingThe software-agnostic approach that Pei takes to allow the scaling up of consultants...2022-09-0545 minAgents of NonprofitChanging Things Up to Combat Donor Participation Decline with Louis DiezIn this episode of Agents of Nonprofit, I talk with Louis Diez, VP of Community at Almabase and Founder of Donor Participation Project. Louis advises nonprofits in annual fund development, digital fundraising, and engagement strategies.Topics we cover include:What the Donor Participation Project is, and what Louis’ motivation was behind starting itThe huge benefits of utilizing e-gaming, e-sports and streaming communities in fundraisingHow a nonprofit can manage to combat misinformation and decline in trust from potential donorsWhat the most important technologies a nonprofit should be utilizing for fundraisingWhere Louis would like to take the Do...2022-08-2936 minAgents of NonprofitBuilding Strong Teams to Support Nonprofits with Peter Genuardi (Part 2 of 2)In the second half of this two-part episode of Agents of Nonprofit, I talk with Peter Genuardi, Founder of See The Stars. See the Stars aims to take the tools of capitalism and uses them to make the world more compassionate. Their portfolio includes a series of professional services, startup businesses, and direct investments. Make sure to listen to part one of this conversation from last week!Topics we cover in part two include:Being an effective manager by hiring competent team members and not micromanagingBuilding trust with remote team members by focusing on their outcomesFinding...2022-08-2242 minAgents of NonprofitBuilding Strong Teams to Support Nonprofits with Peter Genuardi (Part 1 of 2)In this two-part episode of Agents of Nonprofit, I talk with Peter Genuardi, Founder of See The Stars. See the Stars aims to take the tools of capitalism and uses them to make the world more compassionate. Their portfolio includes a series of professional services, startup businesses, and direct investments. Part two will continue this conversation next week!Topics we cover in part one include:Should an agency aspire to be a one-stop shop for nonprofits?What makes a good leader in the technology and marketing services space serving the nonprofit industryThe benefits of promoting...2022-08-1545 minAgents of NonprofitHigh Impact Innovation for Nonprofits with Mitch Stein of PondIn this episode of Agents of Nonprofit, I talk with Mitch Stein, Co-Founder and CEO of Pond, a networking & RFP platform for nonprofits. Pond flips the marketplace model upside down to create an engaging and supportive space where nonprofit leaders can save time, earn money & empower their search.Topics we cover include:The offline inspiration behind creating PondBreaking barriers in the nonprofit world with a connected marketplaceWhat can a nonprofit expect to experience when they interact with PondRewarding nonprofits rather than offering discounts up-frontFinding success with interactive content and integrating it as a core part of...2022-08-0846 minAgents of NonprofitUsing Salesforce as a Tool to Save the World with Tom KnoxIn this episode of Agents of Nonprofit, I talk with Tom Knox, the Executive Director of Valley Clean Air Now, 501(c) nonprofit that focuses on vehicle incentive programs aimed at low income drivers. Valley CAN helps reduce air pollution, while simultaneously making driving more affordable and reliable for low income drivers.Topics we cover include:The transformation process from using pen and paper, to Excel, to Salesforce for capturing and managing data Building trust with customers while collecting dataThe differences in the human element of pen and paper data collection versus digitalTrusting your team in figuring o...2022-08-0136 minAgents of NonprofitAdapting using a Shared Vision with Laura BibboIn this episode of Agents of Nonprofit, I talk with Laura Bibbo who supports and coaches organizations in leveraging technology that better enable them to deliver on their missions. Laura is a change leader and innovator that doesn’t like to just be one thing, which means she knows “a little about a lot!”Topics we cover include:What it means to be a change leader and innovator in the field Finding what will truly make you successful rather than pivoting to new shiny objectsThe common project pitfall of not having shared visions and goals across the org...2022-07-2545 minAgents of NonprofitPeople First, then Technology with Tim LockieIn this episode of Agents of Nonprofit, I talk with Tim Lockie, the founder of The Human Stack and Now IT Matters. Now IT Matters is a social impact tech consultancy that provides insight, resources, and services for the digital capacity transformation of social impact organizations.Topics we cover include:Lessons learned in 20+ years of nonprofit leadership and SalesforceFinding what is in the client’s best interest, even if that means recommending they work with someone elseDesigning an experience that is built for humans to use and understand intuitivelyKnowing who in the organization you’re speaking to a...2022-07-1842 minAgents of NonprofitConnecting with a Community to Learn and Grow with Eric DreshfieldIn this episode of Agents of Nonprofit, I talk with Eric Dreshfield, product evangelist at Mogli and the founder of the Midwest Dreamin’ Salesforce Community Conference. Eric is also a "Connector", a Blogger, a Marketer, a Community Advocate and considers himself the "Kevin Bacon" of the Salesforce Ecosystem.Topics we cover include:The reasoning behind starting the Midwest Dreamin’ conferenceComparing Salesforce’s Dreamforce conference to the Midwest Dreamin’ community conferenceWhat a nonprofit can expect from attending the Midwest Dreamin’ conferenceHaving higher engagement levels with Mogli text campaigns versus email campaignsNonprofit use-cases for MogliThe importance of community connection...2022-07-1140 minAgents of NonprofitHow to Delight & Simply with Sally Heaven of Raise HECKIn this episode of Agents of Nonprofit, I talk with Sally Heaven - Co-Founder of Raise HECK. Raise HECK is a woman-owned consulting company helping nonprofits choose and use the best technology to power their missions. Topics we cover include:What it means to work with progressive organizations that align with your valuesThe importance of finding organizations that are eager to change, making sure everyone is on boardFinding nonprofit software that is easy and fun to use Best practices in helping organizations take the leap from an excel sheet to a full software platformThe benefits of st...2022-07-0447 minAgents of NonprofitAuthentic Video Communications with Video Marketing Expert David PhuIn this episode of Agents of Nonprofit, I talk with David Phu - “a nonprofit video communications guy with several video awards and 20 years experience”. David teaches small nonprofits to do their own video marketing so they’re seen more, increase thought leadership, lead donors to give, and help volunteers apply.Topics we cover include:What positive outcomes come from using video vs. traditional copy The full plan that is required around video marketing beyond simply creating itMeasurement and analytics tools for video marketingHow authenticity is winning eyeballs in the current video marketing landscapeThe typical process for get...2022-06-2744 minAgents of NonprofitBeing Well Prepared for Salesforce Migrations with Ryan Boggs of ArkusIn this episode of Agents of Nonprofit, I talk with Ryan Boggs from Arkus. Arkus is redefining and reshaping what it means to hire an outside consultant by providing a diverse set of services from Salesforce implementations to custom application development.Topics we cover include:The magic of becoming partners with clients How a nonprofit can prepare for migration from a legacy CRM system to SalesforceCriteria that needs to be met for a successful data migrationPreparing clients who might not be aware of the time and cost of large CRM data migrationsAssessing automation within an organizationMaking s...2022-06-2051 minAgents of NonprofitDelight & Simplicity Equals Focus on the Important Work with Matt Frank of BlackthornIn this episode of Agents of Nonprofit, I talk with Matt Frank - Director of Technology Evangelism and Product Marketing at Blackthorn. Blackthorn helps to meet the needs of modern nonprofit organizations in meaningful ways through their Salesforce-native apps.Topics we cover include:What Blackthorn offers to nonprofits to help them succeedThe ethos of simplicity behind Blackthorn appsBlackthorn’s Salesforce-native apps that help nonprofits with Payments & Event ManagementEnabling organizations to prevent harmful data from entering the CRMThe emphasis on listening to potential customers to ensure mutual fitsHow Blackthorn predicts what their customers will need 18+ months in ad...2022-06-1350 minAgents of NonprofitEffective Donor Relations with Mike DuerksenBuildGood is a donor communications agency that helps nonprofits with done-for-you fundraising services and consulting. In this episode, Mike Duerksen, founder and CEO of BuildGood, joins me to discuss fundraising services, best practices, and much more. Topics we cover include:Mike’s journey to starting BuildGoodThe agency’s core services and outcomesPositive and negative indicators Mike considers when determining if a particular client is the right fitMike’s CRM and software recommendationsHow to build a community rather than just an audienceA look at the future of fundraising — and strategic moves to start making nowWhat Mike has learned f...2022-06-0641 minAgents of NonprofitThe Importance of Data Science with Matthew DubinsDonor Science Consulting helps nonprofits stay competitive through advanced data analytics. In this episode, Matthew Dubins, founder of Donor Science Consulting, joins me to discuss all things data science. Topics we cover include:How Matthew got started in data science and the nonprofit spaceWhy no organization can afford to ignore data scienceSome of the main services he offers, all centered around predictive modelingEthical considerations and privacy best practicesThe limits of what data science can’t — and shouldn’t — doImpacts he’s seen from COVID on the nonprofit industryTo connect with Matthew:Donor S...2022-05-3037 minAgents of NonprofitHow To Intelligently Document Change with Ian Gotts of Elements.CloudElements.cloud is a change intelligence platform that helps organizations get more out of Salesforce through analysis and documentation. In this episode, Ian Gotts, founder and CEO at Elements.cloud, joins me to discuss change intelligence and documentation best practices. Topics we cover include:The features and capabilities of Elements.cloud, including automated documentation, consolidating data in one place, and visualizationThe importance of documenting not just what changes were made, but whyWhat Ian refers to as the “Three Cs” of change intelligence: Content, Connections, and ContextWhat “technical debt” means and how Elements.cloud helps reduce it Simple ste...2022-05-2344 minAgents of NonprofitSalesforce Consulting as a Labor of Love with Andrew MaruzzellaWingate Group is a Salesforce consulting boutique serving clients throughout Canada and the USA. In this episode, Andrew Maruzzella, Director of Professional Services at Wingate Group, joins me to discuss the ins and outs of Salesforce consulting for nonprofits. Topics we cover include:What Salesforce used to look like in the past and how far it’s come sinceThe differences between a consulting boutique and a solopreneur consultantSome of the many hats that a Salesforce consultant wearsWhy we continue to do what we doThe specific values we each look for in team members — and why talent or sk...2022-05-1641 minAgents of NonprofitUsing Salesforce as a Central Hub with Saleh Nur of Oxfam CanadaOxfam Canada, a member of the International Oxfam Confederation, works to end global poverty through fighting for womens’ rights. In this episode, Saleh Nur, IS and Analytics Specialist at Oxfam Canada, joins me to discuss the challenges and processes of working within such a multinational company in the nonprofit space, and how Oxfam Canada uses Salesforce as their central hub. Topics we cover include:How Oxfam handles communication among its international locations and functionsHow Oxfam Canada is tackling challenges such as data security, scalability, and data archiving Oxfam’s Unwrapped program and how it worksBenefits and challe...2022-05-0938 minAgents of NonprofitEmpathy in Communication with Olga WoltmanLemonSkies helps nonprofit organizations create campaigns, plan strategically, and improve their messaging, and more. In this episode, Olga Woltman, Founder and Principal of LemonSkies, joins me to discuss how empathy drives every aspect of her work.Topics we cover include:Olga’s journey to working with nonprofits and founding LemonSkiesHow to handle change management with empathyHow to determine what technology and your organization needsOlga’s favorite philosophy for selecting a CRMChoosing the right marketing strategies for your nonprofitTips for fundraising and getting donors more involvedHow COVID has impacted fundraisingTo connect with Olga...2022-05-0233 minAgents of NonprofitIdentifying Opportunities & Amplifying Impact with Katrina Seidel of Vera SolutionsVera Solutions works with social sector organizations to help them understand, track, and leverage data to amplify their impact. In this episode, Katrina Seidel, Director of Business Development at Vera Solutions, joins me to discuss their product Amp Impact and how they’ve served over 325 organizations so far. Topics we cover include:How Vera Solutions got its startThe benefits of using Amp Impact and how it compares to other products like Salesforce’s Program Management ModuleHow partnerships help Vera Solutions drive new opportunities and bring in new clientsWhat the product delivery process looks likeOther ways Vera Solut...2022-04-2543 minAgents of NonprofitInsights into the Salesforce Community with Nonprofit Consultant Sandy HunterTalented and experienced Salesforce nonprofit consultant Sandy Hunter joins me to discuss some of the major topics of being a consultant in the nonprofit industry. We discussed topics such as:- How he got started working with NFPs - How great it feels to be part of a larger community- How he evaluates an existing Salesforce installation in order to make recommendations- His most favorite and least favorite feature within SalesforceTo connect with Sandy:Trailhead LinkedInTwitter If you enjoyed this podcast, please c...2022-04-1841 minAgents of NonprofitThe Best of Both Worlds with Abby Malvestuto of ProdlyProdly provides DevOps (Development Operations) services and tools to help organizations manage their day-to-day operations at a technical level. In this episode, Abby Malvestuto, Product Marketing Specialist at Prodly, joins me to discuss the key functions of Prodly and how it makes handling data and metadata simple, even for non-technically-inclined users. Topics we cover include:What DevOps are, and how Prodly fits into that definition through the use of SalesforceKey functions of Prodly and how it developed over timeHow Prodly makes data and metadata transfers easy and user-friendlyProdly’s process for working with partners, and why the...2022-04-0737 minAgents of NonprofitConsiderations of a Salesforce ImplementationAs a nonprofit, you probably have tons of questions about which CRM is right for you. In this episode, I tackle some of the most import points and considerations if you choose Salesforce as your CRM.Topics include:How to get started with Salesforce for nonprofitsWhen is Salesforce right for your organizationFinding an implementation partnerOut-of-the-box featuresPopular 3rd party appsOvercoming change managementBest practices for data migrationRelease management using sandboxesChoices for ongoing maintenanceLinks:Get an NPSP Trial AppExchange for Nonprofits Trailhead trainingIf you enjoyed this podcast, please consider leaving...2022-03-3114 minAgents of NonprofitManaging Volunteers, Accessing Data, & Surviving the Pandemic with Lynda BarrettVolunteer West Island is one of about 114 volunteer centers in Quebec, and works to match volunteers with opportunities to serve the community. In this episode, Lynda Barrett, Executive Director of Volunteer West Island, joins me to discuss using an online system, and specifically Salesforce, to efficiently manage volunteer data for their wide variety of services. Topics we cover include:The many different services a volunteer center like Volunteer West Island can offerThe difficulty of finding the right data management system for nonprofitsHow and why they switched from using only very basic technology just a few years a...2022-03-2430 minAgents of NonprofitBringing It All Together with Maxime Poulin & Sandra Villeneuve of The Breakfast Club of CanadaThe Breakfast Club of Canada serves children across Canada, providing them with nutritious food at school. In this episode, Maxime Poulin and Sandra Villeneuve of The Breakfast Club of Canada join me to discuss making the change to Salesforce from the organization's previous CRM. Topics we cover include:The specific technologies The Breakfast Club of Canada uses to receive donations, handle money, and distribute food across the country, while ensuring all systems work together smoothlyWhy the organization switched over to using Salesforce Tips for effective change management What Maxime and Sandra like most about using Salesforce, and...2022-03-1751 minAgents of NonprofitFunctional App Integrations with Ryan Ozimek of PICNetPICNet’s suite of apps, Soapbox Engage, serves nonprofits and organizations of all sizes, helping meet all of their unique technology needs. In this episode, Ryan Ozimek, co-founder and CEO of PICNet, joins me to discuss the functions, integrations, and future of Soapbox Engage. Topics we cover include:The origin of PICNet, and how he grew it from an idea to the business it is todayAn up-close look at each app in the Soapbox Engage suite with their integrationsChallenges involved in creating these apps and maintaining their functionality as both individual apps and a whole platformAdditional ser...2022-03-1051 minAgents of NonprofitWhat is an Agent of Nonprofit?An introduction to my podcast and what I intend to share and explore.If you enjoyed this podcast, please consider leaving a review on Apple Podcasts, or your preferred podcast player. Thank you kindly!Support the show2022-02-2803 min