This year is off to a flying start for social sector technology leaders. The first quarter is packed with can’t-miss conferences where innovation meets mission for nonprofit, education, and healthcare IT leaders. These events aren’t just dates on a calendar—they’re where strategy meets innovation and where mission-driven organizations come together to share ideas that matter.
Q1 conferences we’re excited about
These events set the tone for the year, bringing together the brightest minds in nonprofit technology and advancement.
Here’s where you can find Heller Consulting in the coming months:
| Salesforce AI Summit |
January 7-8 | Indianapolis, IN |
Explore AI-powered solutions for CRM, analytics, and automation—ideal for IT leaders driving digital transformation. |
Book a meeting with our Salesforce expert Zach Madison. |
| CASE-NAIS Independent Schools Conference |
January 25–27 | Seattle, WA |
A premier event for independent school advancement professionals, featuring sessions on philanthropy, alumni engagement, and tech trends. |
Book at meeting with education philanthropy expert Joshua Moore. |
| West Coast Meeting of the Minds |
February 4–6 | Pomona, CA |
A dynamic gathering for annual giving and advancement services leaders, with practical strategies and peer networking. |
Book a meeting with our consultative VP of Revenue, Jett Scott Winders. |
| Jewish Federations of North America FedPro |
February 9–11 | Phoenix, AZ |
Cohort-specific sessions and workshops focused on critical issues for federation professionals. |
Book at meeting with Joshua Moore. |
| Nonprofit Technology Conference (26NTC) |
March 10–13 | Detroit, MI |
The nonprofit tech sector’s signature event with 130+ sessions on CRM, data governance, and digital engagement. |
Get in touch with our team of nonprofit technology experts. |
| CASE Drive |
March 25–27 | Los Angeles, CA |
A must-attend for advancement professionals focused on data, analytics, and AI strategies. |
Book a meeting with Joshua Moore. |
| Agentforce World Tour |
March 26 | Washington, DC |
Salesforce’s innovation roadshow featuring AI-powered solutions and hands-on sessions for nonprofit and public sector leaders. |
Book a meeting with our Salesforce expert Zach Madison. |
What we’re excited to share
We are excited to be contributing to conversations that matter for nonprofit, education, and healthcare organizations. Here’s what we’ll be talking about:
AI and automation for nonprofits
Artificial intelligence is no longer a future concept—it’s here, and it’s transforming how organizations engage with constituents, manage data, and streamline operations. We’ll share insights on practical AI applications, from predictive analytics for fundraising to automated workflows that free up staff time for mission-critical work. We are working with clients across our sectors to explore how AI can enhance donor engagement and improve decision-making, and we’re excited to bring those learnings to the community.
Data governance and analytics strategies
Data is one of the most powerful assets nonprofits have, but only if it’s managed well. At these events, we’ll discuss strategies for building strong data governance frameworks that ensure accuracy, security, and compliance. We’ll also dive into analytics—how to turn raw data into actionable insights that drive impact. We help organizations create data strategies that align with their mission, so we’ll be sharing real-world examples of success.
CRM optimization for mission-driven organizations
Your CRM should be more than a database—it should be a tool that empowers your team and strengthens relationships. We’ll talk about optimizing platforms like Salesforce and Microsoft to support fundraising, program delivery, and constituent engagement. From implementation best practices to ongoing managed services, we’ll share how Heller helps organizations get the most out of their technology investments.
These conferences are where nonprofit technology leaders discover actionable strategies, connect with peers, and explore solutions that drive mission impact.
We’re proud to be part of these conversations and to help shape the future of nonprofit technology. If you’re attending, let’s connect—we’d love to hear about your challenges and share ideas for solutions.
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Director of Marketing
Lyndal has worked at the intersection of nonprofits and technology for most of her career, building strategic marketing programs and managing data-driven campaigns at the San Francisco AIDS Foundation, Nonprofit Technology Network, InfluxData, and others. She leads Heller’s marketing efforts and is excited to position Team Heller as the partner of choice for nonprofit and education advancement leaders. When not at her desk, Lyndal is usually on a hiking trail or listening to a podcast about star stuff.
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