Draft
Salesforce advancement
users conference
Chicago, IL • November 4–5, 2026
⏰ Early bird rate
Register by October 23, 2026 to receive the early bird rate.
Purpose of the conference
The Salesforce Advancement Users Conference provides a forum to learn and network with other nonprofits and education organizations. It is open to all Salesforce Advancement clients on NPSP, Sales and Service Cloud, Education Cloud, and Nonprofit Cloud, as well as those considering upgrading to Salesforce for fundraising and engagement.
Track 1
Long-term growth
Maximize your investment in Salesforce with practical strategies that support long-term growth for your fundraising and engagement programs.
Track 2
AI, digital employees, and headless CRM
Prepare you and your organization for AI and digital employees, as well as headless CRM.
Keynote • Wednesday, November 4
The Great Wealth Transfer: What You Need to Know
Navigate the largest generational transfer of wealth in history and make sure your donors, your fundraising team, and your finance office have what they need.
Tonya Lore
Senior Vice President, Merrill Lynch
Chris Clark
Senior Director, Product Management, Salesforce
Four Paws: a global mission supported by Salesforce
We can't wait to share the inspiring story from Four Paws, an amazing nonprofit organization working in the US and internationally.
Hear from a nonprofit Salesforce client about their greatest impacts and the lessons your organization can take from their work.
Siobhan Hansen
Database Manager, Four Paws USA
Featured sessions (more to come)
Spotlight • Occidental College
2026 aasp Sapphire award winner
An award-winning model for multi-channel automated donor journeys: the first-time donor use case
See the four-touchpoint journey that earned Occidental College a 2026 Sapphire award from the Association of Advancement Services Professionals (aasp). From a presidential welcome letter to a student-produced video, every step is powered by Salesforce automation.
Building an award-winning day of giving
How Oxy significantly increased donors and dollars year over year.
Slack and your CRM: tips, tricks, and did you know
See how Slack connects to your CRM and pick up practical ways to get more from it.
Karly Merrill, Sleek
Rick Houston, Gordon College
Why AI first for your implementation
How moving to Education Cloud and planning an AI-first implementation are changing the equation for UC Irvine, and why making the investment today matters.
Ashish Regmi, UC Irvine
Automating your mentor and alumni matching programs
Streamline how your alumni and mentors connect.
Necie Liggeons, Philadelphia College of Osteopathic Medicine
Corporate partners program
Strengthen and manage your corporate partnerships.
Trevor Underwood, Sleek
TBD
Change management: the most important tool for Salesforce growth
Lessons on leading change from Sleek clients.
TBD
The Smithsonian
The path from NPSP or other Salesforce orgs into Education Cloud or Nonprofit Cloud
What the move looks like and how to plan for it.
Education Cloud and Nonprofit Cloud gift processing
Check out the great features saving users hours every week, including grid entry and automated reconciliation with Finance.
Saves hours every week
Reconciling your gifts and memberships to your payment gateway
Practical approaches to keeping gift, membership, and payment records aligned.
Achieving 100% stewardship: the model and the tools behind it
Explore the award-winning 100% Stewardship model and the tools that make it a success, as well as long-term AI and agent work.
What is next for your CRM
Salesforce technology trends
Headless CRM
What you need to know today.
The golden record
Why Data 360 is so important for data unification across your organization.
Tableau Next
Marketing Cloud Next
Why this version is one you can't put off.
Your new org chart
The fundraising and engagement agents on your force, their roles, and their deliverables.
Claude for prospect research
Connecting Claude today to help with prospect research.
Featured speakers
Natalie Greenhouse
Assistant Vice President, Advancement Operations and Strategy
Occidental College
A special treat
A visit to the Ohana floor
Join us for the Wednesday lunch break and a tour of the Ohana floor, one of Salesforce Tower Chicago's signature spaces.
Schedule at a glance
Wednesday, November 4
A full day of sessions
9:00 to 9:30
Continental breakfast and networking
9:30 to 10:30
Keynote: The Great Wealth Transfer
10:30 to 10:45
Break
10:45 to 11:45
Sessions
12:00 to 1:00
Lunch break and Ohana tour
1:00 to 2:00
Sessions
2:00 to 3:00
Sessions
3:00 to 3:15
Break
3:15 to 4:15
Sessions
Evening
Dinner in Chicago or happy hour and appetizers, details to come
Thursday, November 5
Morning sessions
9:00 to 9:30
Continental breakfast and networking
9:30 to 10:30
Sessions
10:30 to 10:45
Break
10:45 to 11:45
Sessions
11:45 to 12:30
Sessions, conference ends at 12:30
Full session details are still being finalized. Check back soon.
Early bird rate • Limited seating
Early bird rate good through October 12, 2026.
Seating is limited. Reserve your seat today to lock in the early bird rate.
