< BACK

Salesforce & Donor Portals
Lunch & Learn Tool Demos
Tuesday, November 19, 2019  |  12:00 pm–1:15 pm

1. Insider View of Our Donor Portal: Alex Holtel, Greater Cincinnati Foundation
2. A Scholarship Portal Built with Salesforce:  Lisa Alworth, Exponent Partners
3. Salesforce Lightning for Outlook: Brent Shively, Salesforce
4. AI in Salesforce: Real-World Usage for Philanthropy: Lisa Rau, Fionta

• Lisa Alworth
• Alex Holtel
• Brent Shively
• Lisa Rau

<

>

Lisa leads the Exponent Partners' Philanthropy knowledge center, and provides the solution architecture for philanthropy projects. With more than 8 years of experience at Exponent Partners, Lisa has worked with a wide variety of nonprofit organizations on Salesforce projects and on-going support. Prior to joining Exponent Partners, Lisa worked at Ashoka: Innovators for the Public as Director of Engineering. In this position, she focused on improving the organization’s information architecture. Lisa led the implementation of Salesforce across the organization to streamline donation management, hiring management, core financial processes, and six other program-based projects. Lisa’s professional experience also includes five years at Abbott Laboratories, where she developed, implemented, and supported complex manufacturing and supply chain systems.

Lisa holds an MBA and a Masters in Engineering Management from Northwestern University, and a BBA in Management Information Systems from the University of Notre Dame. She loves traveling, hiking, and watching college football – particularly when Notre Dame is playing well!

< BACK

Alex Holtel is the Finance Director of Greater Cincinnati Foundation, where he works to ensure financial health and continued progression of the Foundation’s digital transformation. Utilizing experience with systems integration, development and automation from the FinTech industry, Alex is focused on using technology to increase efficiencies in operations while catalyzing the impact of Greater Cincinnati Foundation. Outside of the office, Alex enjoys traveling with his family, new food experiences and unique coffee shops.

Brent is a Senior Solutions Engineer at Salesforce.org, specifically supporting the sub-vertical focused on working with foundations and collaborating with the product development team to provide on the ground perspective of system needs. Prior to working at Salesforce.org, he worked at Idealist Consulting, a Salesforce implementation partner, as a technical sales resource and creating a Client Success program. Before then, he worked in a variety of capacities at domestic and international non-profits, primarily in grant writing & fundraising roles, which led to a deep appreciation of data and the impact technology can have for improving an organization's effectiveness at mission delivery.

Brent holds a BS in Social Entrepreneurship with an emphasis on Economic Development from Belmont University. Outside of work, he enjoys playing music, enjoying Portland's food scene, and exploring the Pacific Northwest with his fiancé, Kate, and their dog, Atlas. 

Dr. Lisa Rau is a co-founder, Chief Growth Officer and Chairman of Fionta (renamed from Confluence in March, 2017). In addition to assisting in growing Fíonta, she spends about 10% of her time in the performance of direct technology consulting work for strategic nonprofits, associations and foundations. She has over thirty years of professional experience in the information technology industry.

Dr. Rau is a well-known leader in the association and nonprofit technology field. She specializes in the development of specific concepts, vision and direction for the strategic use of technology within nonprofits from a holistic, organizational perspective. Dr. Rau spent 8 years attending the University of California at Berkeley, starting in the Electrical Engineering and Computer Science Department where she received a BS cum laude in EECS. She went on in the M.S./Ph.D. program in Computer Science, and received her M.S. in Computer Science from UC Berkeley before starting a research career at General Electric’s Corporate Research and Development Center. While leading a group of groundbreaking researchers in Natural Language Processing and Artificial Intelligence at GE CRD, she subsequently completed her Ph.D. in Computer Science from the University of Exeter. She was awarded a prestigious National Science Foundation Visiting Professorship award – under which she taught Computer Science at the University of Pennsylvania’s Computer Science Department. She founded Fíonta in 2001 with Jeff Sullivan, and hired Mark Patterson to take over the role of Chief Executive Officer in 2018.
​
Dr. Rau lectures widely as a thought leader and instructor, speaker and trainer on nonprofit technology topics. A list of recent and upcoming presentations can be found at https://fionta.com/conferences/. She has been an instructor with a number of nonprofit-focused programs, including Tidewater Community College’s Academy for Nonprofit Excellence, the Center for Nonprofit Advancement’s Learning and Leadership Institute, and the Masters in Nonprofit Management program through Antioch University in Los Angeles. She served two terms / six years on the Board of Directors of the YWCA of the NCA. She also has served as a peer reviewer for the Maryland Nonprofits’ Standards of Excellence program, evaluating nonprofits on their maturity in all eight areas of nonprofit administration—program, governance, finance and legal, conflicts of interest, HR, openness, fundraising and public affairs/public policy. Prior to founding Fionta, from 1993–2001, Lisa was a senior executive at a commercial information technology services firm where she had profit and loss responsibility for IT services contracts of over $35M in annual revenue, managing a staff of over 300.