We are a team of Salesforce nonprofit consultants, with plenty of hands-on experience using PatronManager. As we’ve worked with many of you at museums and performing arts venues, we’ve started to create a toolkit of automations and fixes that solve some of the issues we get asked about most often. Our solutions range from automations…

It's no secret: a lot of activity happens at the box office! But how do you keep track of that activity and harness it for your organization? In this session, we'll take a look at the tools already available to you along with some tips for creating your own custom reports for the box office.…

Immerse yourself in the Learning Lab for some hands-on learning! Have a specific report you're working on? Want to work on a new-to-you feature with a member of our team? Drop in and chat with our team or have a place to practice what you've learned from the sessions.

Are you new to your organization, new to using PatronManager, or both? Take the crash course from PM’s Implementation Team. We'll cover all that you need to know as a new user — from logging in to selling a ticket. At the end of the session, you'll have the essential skills and knowledge to navigate…

Stay fueled for the final sessions of the day with some afternoon refreshments in the ballroom and check out the sponsor booths! *Please ensure any allergies or dietary requirements have been communicated to the Leap team

The way our donors give is changing. Hear from our panelists how they have found success in the post-Covid world exploring different ways to connect with donors.

In building Salesforce reports, there are three powerful features that we use all the time, and everyone should know about: Rollup Summaries, Cross Filters and the Power of One. We’ll explain what we mean by these terms (which you’ll see mentioned a lot in Salesforce documentation), what the features can do, and why they are…

What is a ticket worth? Truly worth. Discussing price and value in an arts organization is really hard. Because as passionate as your colleagues are, they aren't the ones buying the tickets. Talking about price is so difficult that often it's not talked about at all. But for an organization to evolve, pricing must evolve…

Immerse yourself in the Learning Lab for some hands-on learning! Have a specific report you're working on? Want to work on a new-to-you feature with a member of our team? Drop in and chat with our team or have a place to practice what you've learned from the sessions.

Join us for dedicated time to study and become a Certified PatronManager Admin! Starting with a brief overview of the course, this session will give you the time and space to study up before taking the exam.

Major gifts have the power to make a substantial impact on your organization’s ability to fulfill its mission and carry out its programs effectively. To secure them, you’ll need a dedicated way to track your major gifts strategy. Learn how to leverage PatronManager features and Salesforce tools to identify new donors and build cultivation strategies…