Webinar
Join Attain Partners for a live virtual session
Wednesday, May 20, 2026 | 2p – 3p ET
Unable to join us live? Register anyway—we’ll send you a recording of the session.
Modernizing Executive Education in a Complex CRM Environment
Executive Education sits at the intersection of growth, innovation, and operational complexity—and many institutions are finding that legacy systems can’t keep up. Faced with a highly customized Salesforce environment, increasing technical debt, and fragmented processes, Yale School of Management made a strategic decision to modernize, starting with Executive Education as the first phase of a broader transformation.
Join us for a discussion with Yale SOM’s CIO Ken Wieler and Software Engineer Jozsef Megyola sharing how they approached the transition to Salesforce Education Cloud, from defining the vision and evaluating their ecosystem, to re-architecting their platform and navigating real-world implementation tradeoffs.
Moderated by Jason Belland, Executive in Residence at Attain Partners, this session will provide a practical, experience-driven perspective on what it takes to modernize enterprise CRM in higher education with Salesforce Education Cloud.
What You’ll Learn
- What’s next as they scale this foundation across the School of Management
- How Yale SOM identified the need to move beyond a legacy Salesforce environment toward Salesforce Education Cloud
- How they approached data migration, integration, and reducing technical debt
- Key lessons from balancing modernization with ongoing operations
- What it takes to support both B2B (custom programs) and B2C (open enrollment) models in one platform
Meet the Speakers
Ken Wieler
Chief Information Officer
Yale School of Management
Jozsef Megyola
Software Engineer
Yale School of Management
Jason Belland
Higher Education Executive in Residence
Attain Partners
