Attain Digital Leader Spotlight: Alanna Steffens

Meet Alanna Steffens, Managing Director and Attain Digital Capability Lead

Meet Alanna Steffens, Managing Director at Attain Partners and Salesforce Implementation Capability Lead within Attain Digital. With nearly two decades of experience in information technology, Alanna specializes in delivering customer relationship management (CRM) solutions tailored for higher education and nonprofit organizations.

Her expertise spans from software engineering to overseeing enterprise-wide Salesforce deployments, enabling her to seamlessly integrate technical solutions with essential business functions. Alanna’s leadership has been instrumental in the success of numerous client engagements and serves as a reflection of her commitment to excellence and innovation.

Alanna possesses a deep understanding of the Salesforce ecosystem and market dynamics, enabling her not only to coach and elevate her team, but also to bring visionary thinking that drives exceptional outcomes for our clients. She is held in high regard by both her team and clients, consistently delivering outstanding value to higher education and nonprofit institutions through her exemplary leadership.

Get to know Alanna and understand the passion she has for her work by reading our interview with her below.

Attain Partners (AP): How did you become passionate about CRM solutions and Salesforce Innovation?

Alanna Steffens (AS): I started in the tech field and knew that if I wanted to be able to bridge functional with technical, I had to skill up my tech chops, and the functional would come. What started as a Google search for a new business analyst position quickly turned into learning Salesforce from scratch and learning how to apply the power of the platform to solve business challenges. When I realized that Salesforce was clicks, not code, yet I could use my analytics and software engineering background, it was nonstop from there, quickly scooping up certifications and pushing myself to keep learning.

AP: How do you leverage your role with Attain Partners to create an impact?

AS: I aim to create impact by constantly seeking out opportunities for the team to thrive. This could be through ensuring they have access to the latest technologies, so they become experts in the field, or by providing them with mentoring and coaching opportunities to help them grow. I believe that impact is truly measured by the positive influence you can have on others and the extent to which you can empower teams to reach their full potential.

AP: Which of our seven core values speaks to you the most?

AS: I’d say the core value that resonates most with me is Execute with Discipline. To me, this value carries an underlying sense of urgency—delivering exceptional results to our clients is paramount, and that requires both rigor and discipline. In my role, I strive to create an environment at Attain Partners that supports the team, empowering them to do their best work and achieve successful outcomes for our clients.

AP: What do you like most about the work you do?

AS: I take great pride and find a sense of accomplishment when we not only meet our client commitments but also build strong, cohesive teams along the way. It’s about more than just delivering a simple statement of work; it’s about working closely with our clients to intentionally align with their objectives and ensure successful outcomes. This includes addressing people’s impacts, implementing new processes, and leveraging technology to elevate how they achieve success.

AP: What are the biggest ways you’ve seen Salesforce initiatives impact organizations?

AS: Salesforce has been a game-changer for many organizations, driving transformative change in both their operations and the lives of the people they serve. While Salesforce is technically a platform that can manage nearly every aspect of an organization’s operations, its true power lies in how it encourages organizations to think strategically and innovate.

By streamlining processes and automating routine tasks, it frees up time for teams to focus more on the constituents they serve, ultimately enabling a deeper and more meaningful impact. Salesforce empowers organizations to not only operate more efficiently but also to drive their missions forward with greater effectiveness and purpose.

AP: What do you enjoy outside of work?

AS: My three kids and their activities keep us entertained. I volunteer as a coach for my two sons’ soccer teams and cheer on my daughter in her latest volleyball adventures. I started a book club in my community recently as a way to meet new people and continue my love of reading.

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Attain Partners – Salesforce Experts

Whether your organization is beginning its Salesforce journey or is 10+ years into development, Attain Partners is here to help you achieve your goals. Contact our team today to learn how we can help your organization advance its mission by harnessing the power of Salesforce.

To learn more, check out our Salesforce Innovation services, read case studies about our transformative work, and explore blog posts from our Salesforce experts.

Learn more – Alanna Steffens

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Alanna Steffens is a Managing Director at Attain Partners, where she serves as the Salesforce Implementation Capability Lead within Attain Digital. With nearly 20 years of experience in information technology, Alanna specializes in delivering innovative customer relationship management (CRM) solutions tailored to higher education and nonprofit organizations. Her expertise spans software engineering, enterprise CRM deployments, and digital transformation strategies, enabling institutions to streamline operations and enhance engagement. Passionate about the intersection of technology and mission-driven organizations, she works closely with clients to develop and implement scalable, data-driven solutions that drive meaningful impact.

Throughout her career, Alanna has led numerous successful client engagements, earning a reputation for her strategic vision, technical acumen, and commitment to excellence. She is dedicated to empowering organizations with cutting-edge technology and best practices, helping them navigate complex digital ecosystems with confidence. At Attain Partners, Alanna continues to be a driving force in CRM innovation, leveraging her deep industry knowledge to support clients in achieving their digital transformation goals.

Cost Allocation Services (CAS) – Closure of the Northeastern and Western Field Offices

Special Announcement

On April 1, 2025, the Department of Health and Human Services officially closed two of the four Cost Allocation Services (CAS) field offices that review, negotiate, and issue rate agreements for grantees receiving federal grants. The two offices that were closed are the Northeastern (New York) and Western (San Francisco) Field Offices. The Mid-Atlantic (Bethesda) and Central States (Dallas) Field offices remain open and will be the offices that process all reviews, negotiations of rate proposals, and issue rate agreements for all grantees.

We have been instructed by CAS that, effective immediately, you should submit your rate proposals to the HHS ICAS Customer Portal (Indirect Cost and Cost Allocation Plans Portal), by going through three simple steps. HHS ICAS Customer Portal. For technical support, please use this link: [email protected]

Until further notice, you should continue to submit your questions related to your proposals or rate extension requests to the original region that your institution was assigned to. For the two closed offices, their email addresses ([email protected] and [email protected]) are operational, and CAS staff will monitor all the resource mailboxes.

CAS is in the process of updating its “Contact Us” page to lay out the new assignment of States and territories by field offices and points of contact in the two remaining Field Offices. Therefore, it is important for you to check this link before your submission. Indirect Cost Negotiations Contact Us | HHS.gov

Please let us know if we can be of assistance with your rate submissions and negotiations under the new CAS structure.

Attain Research Leader Spotlight: Nadia Kikilo

Kikilo brings over two decades of research administration experience to benefit clients

Nadia Kikilo is one of the key leaders within the Attain Research practice of Attain Partners. Under the leadership of Managing Partner Mark Davis, Attain Research unites the firm’s core research enterprise services to enhance market focus, elevate delivery excellence, and address diverse client needs. The practice provides enterprise-wide strategy and technology transformation expertise at scale.

Nadia is a cornerstone of our Research practice. Her deep industry experience and dedication to her clients allow her to create powerful positive impact for research institutions. I’m grateful to have her serving our clients as well as helping to train the next generation of research administrators at Attain Partners.

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Get to know Nadia better by reading our interview with her below.

Attain Partners (AP): How did you become passionate about research administration?

Nadia Kikilo (NK): The field of Research Administration is not a career that young people consider when thinking about what they want to do. In fact, most people have no idea that there is a field of research administration unless they know someone who is in it. I was no different a few years out of college and took a job as a consultant in research administration to get into the consulting field and utilize my skills in general finance and business.

The funny thing about research administration is that it is as hard to get out of it as it is to know about it to begin with. Once you realize that you are part of a support system that allows the brightest minds of our planet to advance science, technology, make life-changing discoveries, and save lives from uncurable illnesses, you are hooked for life. You no longer want to crunch numbers for the sake of numbers—you want to continue being a part of something much bigger than yourself and take on the unnecessary burden from those who can truly change the world.

AP: How do you leverage your role with Attain Partners to create an impact?

NK: As a manager and leader, I have a unique opportunity to partner with our clients and develop appropriate solutions for their challenges. I utilize my experience and industry knowledge to build delivery teams that are efficient, effective, and empowered to do great work. Our clients trust me to do what is in their best interest, and I take pride in my ability to always focus on their success first.

AP: Which of our seven core values speaks to you the most?

NK: The core value that speaks to me most is Be Bold. To me, being bold doesn’t just mean always speaking your mind; it means being authentic, honest, and realistic in the face of adversity. Our clients face difficult challenges, but we stand with them as a strong and objective partner, maintaining unwavering faith in achieving and delivering a purposeful end result.

AP: What do you like most about the work you do?

NK: I like that as research administrators, we are a part of something bigger than ourselves. We get to support talented researchers every single day and stand hand-in-hand with them as they make world-changing discoveries and advances. We are an integral part of their success, taking the unnecessary burden off their shoulders.

AP: What are the biggest ways you’ve seen research administration initiatives impact organizations?

NK: I have been part of some great initiatives during my time in the industry. I have been part of strategic transformations that put operations on the right track. I have managed teams that reviewed and cleaned up thousands of sponsored accounts, significantly reducing compliance risk. Research is an integral part of many institutions, and keeping its administration clean and efficient empowers our clients to achieve great results.

AP: How do you stay current on the latest trends and developments in research administration?

NK: Our field of research administration is a heavily regulated small world. Most of us are members of professional societies such as SRA and NCURA, attend conferences, and receive regular updates on any trends and changes. Additionally, thanks to our rapid practice growth over the last three years, Attain Research now has its own internal network of research administrators who communicate daily, through various touch points like chats and meetings, about what goes on with our clients and within the industry in general.

AP: What do you enjoy outside of work?

NK: What is outside of work? After nearly 20 years at Attain, most of my friends work with me, so I love to socialize with them outside of work to talk about work. I am an avid reader, I enjoy good movies, and try to stay away from shows as they require too much commitment. I try to keep up with my horseback riding and have recently taken up shinkendo—a system of Japanese Swordsmanship which incorporates all aspects of traditional sword study. I also love to travel domestically and internationally and use every excuse to get on a plane!

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Learn more – Nadia Kikilo

Nadia Kikilo is a Principal at Attain Partners, bringing over 20 years of experience in research finance and administration. Based in Atlanta, Georgia, she specializes in assisting higher education clients with various aspects of research administration. Nadia holds an MBA and an MS in Business Technologies, and she is a Certified Financial Research Administrator (CFRA). Additionally, she co-leads Attain Partners’ Women in Leadership Employee Resource Group, emphasizing the importance of trusting one’s instincts and staying true to personal values.

Interested in speaking directly with Nadia? Fill out this form to be connected!

Istvan Fekete Joins Attain Partners to Lead Research Managed Services

Attain Research Welcomes Istvan Fekete to Drive Innovation and Growth

We welcomed Istvan Fekete to the Attain Research practice in January, and he has hit the ground running working to serve our clients in the fast-evolving field of research. Under the leadership of Managing Partner Mark Davis, Attain Research unites the firm’s core research enterprise services to enhance market focus, elevate delivery excellence, and address diverse client needs. The practice provides enterprise-wide strategy and technology transformation expertise at scale. Istvan rounds out our esteemed team of industry experts, including Partner Wally Davis, as well as Bob Cohen, Shacey Temperly, Nadia Kikilo, Courtney Swaney, Stephen Fratantaro, Gil Tran, and Hilary Craiglow

Istvan further strengthens an already formidable leadership team, and I couldn’t be more excited for what comes next for the Attain Research practice. His leadership in clinical research and managed services will open new opportunities to support our existing clients. I’m excited to see the positive impact he will make for our clients and our practice.

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Istvan joins Attain Partners as a Principal, focusing on the expansion of our research managed services offerings and driving business development in contracting and clinical research. With nearly 15 years of expertise serving higher education institutions, academic medical centers, hospital systems, and other nonprofits, Istvan is a recognized expert in research administration.

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Attain Partners (AP): How did you become passionate about research administration?

Istvan Fekete (IF): Prior to entering research administration, I negotiated tax debt settlements for clients with the IRS and state taxing bodies. I loved the negotiation aspect of the work, and that is what drove me to transition to research contract negotiations. In becoming involved in the contracts that facilitate research around the country, I realized how much administrative support was needed to make that research happen. More importantly, the folks who did that work were unsung heroes and brought great value to our society, yet most people don’t know they exist. This is what got me hooked, I wanted to be one of those unsung heroes that makes the research that changes our world possible.

AP: What did you do before joining Attain Partners, and what brings you to this role now?

IF: After negotiating tax debt, I worked in research contracting. I then pivoted to another consulting company to build solutions in the research administration managed services space. When I ran my team at University of Chicago, they wanted that service, and so I figured I might as well try to build it.

I came to Attain Partners because, for me, it’s not just about helping our clients; it’s about helping them with a laser focus on the value. I believe Attain Partners provides the best opportunity for me to drive the most value to my clients. This is a time of uncertainty for those that are engaged in research and a value-driven approach will only increase in importance and be a key mechanism by which institutions adapt.

AP: How do you want to leverage your new role with Attain Partners to create an impact?

IF: There is a lot the research industry can gain through standardization, including decreasing study activation timelines, reducing costs, and eliminating training burden. Then, our clients’ ever-valuable resources can be used in a way that most aligns with their mission.

My goal in this job is to change the research administration industry in a permanent way to allow institutions to focus on producing breakthroughs for the betterment of humanity.

AP: Which of our seven core values speaks to you the most?

IF: Inventing the Future is a primary focus of mine and one of Attain Partners’ core values. There is ever-increasing technical expertise needed in the research administration space, coupled with constant pressures for growth/cost reduction. It is only through inventing a future that we can realize these competing priorities.

AP: What do you like most about the work you do?

IF: I am a people person and getting to interact with our clients is something that I very much enjoy. Learning about them personally, their struggles at work, and how I can add value to their goals in those areas is what drives me. My goal is always to problem solve to leave things better off than when I started.

AP: What are the biggest ways you’ve seen research administration initiatives impact organizations?

IF: Our clients are nonprofit entities, and as such, there is constant financial pressure. I have seen helping organizations run research administration properly, resulting in reduced staffing costs, greater staffing retention, redirection of space to more high-value functions, better relationships with external funders, and the ability to conduct more research at a faster speed.

That’s the exciting part—if you do this right, you can really see the impact of the amazing science coming to life.

AP: What do you enjoy outside of work?

IF: I spend a lot of time taking care of my parents as well as the 14-year-old rabbit my wife and I have. I am also a big sports fan, and you will find me attending games, watching games, talking about/reading about games, or playing fantasy sports. If you want to talk local Chicago politics, I’m your guy. I also love the outdoors and being physically active. My favorite thing to do is go camping for sure!

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Learn more – Istvan Fekete

Istvan Fekete has been working in or servicing higher education, academic medical centers, hospital systems, and other nonprofits for almost 15 years. Istvan began his career running the research contracts team at the University of Chicago where he gained expertise in research contract negotiations, assessing institutional risk, developing business processes, training, and creating campus-wide data security infrastructure.

Istvan then worked at Huron Consulting developing a virtual solution for managed services in the research administration space. Such services included regulatory, grants (pre-post), clinical invoicing/charge segregation, budget negotiations, clinical trial management system builds, Medicare coverage analysis, and contract negotiations. Istvan has had the pleasure of working with over 50 organizations. Istvan’s work has included training clients’ staff, developing training programs for clients, re-designing business processes, and piloting artificial intelligence solutions in addition to managed services.

Interested in speaking directly with Istvan? Fill out this form to be connected!

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Attain Research Leader Spotlight: Shacey Temperly

Temperly leverages deep expertise to serve research institutions nationwide

Shacey Temperly is one of the key leaders within the Attain Research practice of Attain Partners. Under the leadership of Managing Partner Mark Davis, Attain Research unites the firm’s core research enterprise services to enhance market focus, elevate delivery excellence, and address diverse client needs. The practice provides enterprise-wide strategy and technology transformation expertise at scale.

“Shacey not only has the heart for supporting research institutions, she has the expertise and industry experience. Her leadership on our ERP projects and in our partnership with Cayuse has benefitted many premier colleges and universities across the country. We are lucky to have her as part of the Attain Research leadership team.”

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Get to know Shacey better by reading our interview with her below.

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Attain Partners (AP): How did you become passionate about research administration?

Shacey Temperly (ST): Very few people say, “I want to be a research administrator when I grow up.” You typically fall into it through that job description that includes, “other duties as assigned,” which is what happened to me when I was at UC Davis. But once you get your feet wet, you become hooked.

AP: How do you leverage your role with Attain Partners to create an impact?

ST: I look at my role as an opportunity both internally and externally. Externally, I am able to serve my clients and help them navigate the complexities that come with research administration. Collaboratively, we analyze the intersection of people, process, and technology to develop strategies that enable our clients to deploy best practices, ensure compliance, and operate efficiently.

Internally, I see my role as helping shape the next generation at Attain Partners—mentoring them into trusted advisors for our clients and instilling the importance of The Attain Way to ensure the Attain Partners brand is truly built to last.

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Pictured: John Hedberg, Shacey Temperly

AP: Which of our seven core values speak to you the most?

ST: The core value that speaks to me the most is Invent the Future. Life is a continuous cycle of change, and with change comes the need for innovation to overcome the challenges it presents. By giving our team the space and freedom to leverage their expertise, we help Invent the Future with groundbreaking solutions that guide our clients through transformation.  

AP: What do you like most about the work you do?

ST: The challenge of deciphering complex accounting, the intellectual curiosity of researching cost principles, the satisfaction of navigating the maze of government regulations, and the opportunity to guide researchers—all these elements combined create a truly engaging profession. I personally will never cure a rare disease, or bring resources to underserved populations, or unlock the secrets of the universe, but I will support those who do—and that is incredibly rewarding. Additionally, being able to mentor a team of equally passionate individuals empowering them to help institutions achieve operational excellence and execute strategic transformation. I learn from my team members as much as they learn from me. We combine our diverse experiences and perspectives to deliver even greater value to our clients. 

Pictured: Alexander Nichols, Kathleen Halley-Octa, Shacey Temperly, Greg Baroni

AP: What are the biggest ways you’ve seen research administration initiatives impact organizations?

ST: Because service is at the heart of everything we do, we see the impact of our work directly. We help clients achieve operational excellence through various means such as interim staffing to address short-term staffing gaps to tactical projects like clearing backlogs of post-award closeouts. We also guide them through larger strategic transformations such as implementing a new eRA system, like Cayuse, to streamline their pre-award processes or ERP implementation to achieve similar efficiencies on the post-award side. We’ve been able to remove unnecessary steps in business processes to reduce processing time and handoffs. We’ve also worked with clients on organizational restructuring to better align roles and responsibilities within the research enterprise.

The return business we receive, often for assistance in new areas, underscores the value our clients place on our expertise. Our long-term relationships with a substantial portion of our client base further demonstrate their trust in our guidance and their desire to collaborate with us as they continue to grow.

Pictured: Shacey Temperly, Ivonne Kalinski

AP: How do you stay current on the latest trends and developments in research administration?

ST: My deepest well of research administration knowledge comes from Attain Partners’ network of subject matter experts. I regularly consult with my colleagues, seeking their insights on the latest industry developments or a fresh perspective on a complex challenge. The ongoing growth of Attain Partners is especially valuable because it continually expands our collective knowledge base and broadens the range of challenges we are exposed to. I benefit greatly from the insights of my colleagues, who bring experience from small institutions, private universities, large public systems—each with unique perspectives and challenges. The ability to leverage this diverse range of viewpoints is a key factor in our team’s strength and effectiveness.

AP: What do you enjoy outside of work?

ST: Outside of work, I enjoy spending time with my family. My children are constantly changing, and I enjoy watching them grow and evolve during each season of their lives. I appreciate being able to learn more about myself through them and help them navigate their individual challenges. My husband and I are a true partnership, supporting each other in all things. As a family, we enjoy everything from weekly game night to exploring new cultures through travel. As a self-identified foodie, I also love decompressing with friends over a good meal and glass of wine.  

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Learn more – Shacey Temperly

Shacey Temperly is a Principal in the Attain Research practice with more than 20 years of experience in research administration. She serves clients across all phases and functional areas of the research lifecycle. Her expertise draws from her deep involvement with business process reviews, organizational redesign, and strategic planning. She specializes in procedural, system, and control analyses to assist clients with creating operational and financial efficiencies.

Interested in speaking directly with Shacey? Fill out this form to be connected!

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Salesforce System Unification, AI, and Data Are Driving an Improved Student Experience

Attain Partners’ Takeaways from Education Summit

In the opening keynote for this year’s Salesforce Education Summit, Education Cloud GM Kelly Kitchen referred to this as the “lucky 13th” installment of the annual event, and if fortune does indeed favor the bold, the Salesforce higher ed community has a bright future ahead.

Higher Education Executive in Residence Jason Belland shares key takeaways from Education Summit 2025

With innovation in SIS, AI, and Data Strategy, and across the student experience—Salesforce trailblazers are making the kinds of paradigm shifts that are needed to support learners who are looking to higher ed as their pathway toward social mobility and a more equitable future.

Here are five key takeaways from Education Summit 2025.

Salesforce SIS redefines and reenergizes the category

Margo Martinez and the Salesforce Education Cloud product team have done incredible work building out SIS components on the platform and there is a palpable energy in the Salesforce higher ed community about leveraging this new technology to not just create the next monolithic Student Information System, but to completely reimagine the category.

This innovative, modular approach further blurs the lines between traditional SIS and CRM definitions to create a unified information system that is agile and real-time adaptive to the dynamic higher ed marketplace. This has real applications today for non-degree and continuing education programs, as well as for smaller institutions looking to accelerate growth through a differentiated approach to engagement and learning matched with technology that supports their vision.

The Education Cloud team also provided guidance as institutions evaluate how to integrate their existing SIS, CRM, and ERP platforms into a unified cloud-driven ecosystem.

It’s OK to play with AI

In the opening keynote, Dr. Melik Peter Khoury, president of Unity Environmental University, shared his institution’s inspirational vision for Agentforce, helping his team focus on impactful work while agents do everything else.

This project is doubling down on the human aspects of the university experience and the power of human connection in keeping students engaged and feeling like they belong. Dr. Khoury also encouraged play and experimentation with AI, a very popular theme present throughout many sessions at this year’s Education Summit.

It is clear that conversational AI agents are gaining significant traction with support from Data Cloud to pull in various data sources from across the university. This was demonstrated in sessions with institutions actively exploring the use of AI to automate student summaries across systems including SIS, LMS, CRM, and others to streamline advising and equip staff with clear, data-driven, and actionable insights.

None of us have the final answer in this emerging technology but thoughtful and structured “play” will help all of us continue advancing the conversation and learning from one another as we all seek to drive efficiencies on campus and unlock the power of faculty, staff, and learners.

Institutions are working to improve data governance and advisory

The growing emphasis on data governance and advisory in higher education was evident in sessions and discussions at this year’s Education Summit. Institutions recognize the critical need to establish clear data ownership, quality, and compliance frameworks to ensure reliable and actionable insights. As a result, demand for data advisory services is rising, with universities seeking guidance on defining data ownership roles and determining who can update and maintain data across various systems.

Another major discussion at Summit centered on the challenge of modernizing data strategies while balancing legacy systems with cloud centralization—a shift that many institutions are navigating with platforms like Salesforce, Workday, and Snowflake. Universities are increasingly strategizing around data publishing and accessibility, asking important questions about when and how to share data with internal departments and external organizations while maintaining transparency and compliance.

Quality student experience requires a more thoughtful approach

Institutions are actively taking a step back before they jump into transformation projects to approach it more thoughtfully and avoid the past tendency to “lift and shift.” This represents real maturity in the market and it’s encouraging to hear staff from all corners of the university recognizing that a different approach is needed and requires shift in how they think about the student lifecycle.

Whereas in years past we may have seen stories of excellence in one-stop, admissions, or advising, we are not increasingly seeing universities take a broader view that starts with strategic planning and design thinking before any scoping is done or code is written. This is how real change will happen—unburdened by technologies and structures of the past but inspired by our institutional core values that have and will continue to persist through challenging times toward a brighter future.

This end-to-end approach to the student lifecycle is strengthened by Salesforce advancements in Education Cloud for recruiting and admissions to streamline enrollment processes, enhance recruitment strategies, and achieve rapid ROI with a tightly integrated application experience guided by the autonomous Recruitment Agent. Additionally, the new Campus/Program Finder also looks to improve student experience with a streamlined preview, submission process, and eSignatures.

Big improvements are ahead for institutions using Salesforce for Student Experience

Education Summit always serves as a gathering of the brightest minds and best technology in higher education and this year was no different. Conversations around AI, data, and CRM continue to refine institution systems and create an even better student experience.

The Attain Partners team had the opportunity to showcase two incredible case studies in sessions with our clients at Boston University and University of Texas Dallas, host a party celebrating our 20 years of partnership with Salesforce, and put on an engaging breakfast panel with several clients, including Marshall University. It was inspiring to hear these institutions of various sizes and with differing resources share how they are all finding ways to create digital transformation within their schools.

Jodie Pendrod, CIO of Marshall University, candidly shared that digital transformation often falls to the bottom of her list given other pressing issues, but she makes key investments of time and resources to continuously move change forward.

Courtney Brecheen, Interim Dean and Senior Associate Dean for Undergraduate Education at UT Dallas shared that by championing the project across her institution, they were able to hire 10 FTEs to support their Salesforce transformation and accelerate progress. It illustrated the point that no matter where you are in your change journey, taking one step at a time can yield powerful results.

And, in another reference to “play” as heard in the keynote, Tim Cerato, Assistant Vice President, CRM, ERP, CRM & Integration at Boston University recommended that all the attendees of our breakfast panel start using AI in their daily lives to inspire ideas that could become enterprise-grade Agentforce deployments. This is a simple yet powerful idea to test AI in everyday life to become better acquainted with the technology and imagine possibilities for the future of business and student engagement.

Continue the conversation with us on April 2 during a live virtual discussion with UT Dallas

We return to our important work with renewed vigor and excitement for what’s ahead for our clients and the communities they serve. Want to continue the conversation? Join us for a live, virtual discussion with UT Dallas on April 2, at 1p ET. UT Dallas will share how they are transforming the student experience with Education Cloud, including their thoughtful strategic planning process and approach to their enterprise-wide digital transformation journey.

About the Author

Jason Belland serves as Higher Education Executive in Residence at Attain Partners, committed to serving the industry with a focus on envisioning outcome-driven solutions that care for the student journey over a lifetime of learning. Jason has spent over two decades working at public and private higher education institutions in roles ranging from online learning and instructional design to marketing and Customer Relationship Management (CRM), bringing together innovative ideas with new technologies to support student success.

In addition to his roles in higher education, Jason served an eight-year tenure at Salesforce, ascending to Vice President of Go-To-Market for Education Cloud, leading teams to create solutions that would empower colleges and universities to engage, retain, and support every learner over the course of a lifetime of learning. The products and solutions created under Jason’s tenure at Salesforce have been implemented by thousands of colleges and universities globally and set the foundation for today’s Salesforce Education Cloud. Jason received his bachelor’s degree in English Language and Literature/Letters from University of Massachusetts Dartmouth and holds an Executive Education Certificate in Business Excellence from Columbia Business School.