A Foundation’s Technology Journey: Use Data to Drive Impact

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Start time:
November 12, 2025 10:00 AM PT
Duration:
1 hour
Location:
Online
Credits:
1
Contact:
Danielle Johns, Moss Adams, (303) 294-7772
Cost to attend:
Complimentary

Foundations and not-for-profits are increasingly turning to technology to enhance their impact, improve efficiency, and make smarter, data-informed decisions.

Join us for our webcast, A Foundation’s Technology Journey: Use Data to Drive Impact. The team from Robin Hood will share their technology journey—from evaluating their needs to building an integrated ecosystem that supports both day-to-day operations and long-term strategy. You’ll hear how Robin Hood is using data and dashboards to:

  • Manage programs

  • Track outcomes
  • Drive strategic decisions 

We’ll also discuss lessons learned along the way, including how to approach change management and align internal teams for success. Whether you’re just beginning to think about your technology roadmap or looking to get more from your existing tools, this conversation will offer real-world insights and practical takeaways for organizations focused on impact.

Register

Speakers

Patrick Yurgosky, Principal, Moss Adams

Patrick has worked at the intersection of data, analytics, technology, and strategy since 2002, and been working in the Salesforce ecosystem since 2005. His breadth of expertise spans industries, but is concentrated in the not-for-profit, education, and media sectors. Patrick provides consulting services related to data analytics, Salesforce.com implementations, business process improvement, operational technology, and business strategy.

Hao Lyu, Associate Manager, Database Administrator, Robin Hood Foundation

Hao is the associate manager, database administrator at Robin Hood Foundation, where he leads the business intelligence team and supports the implementation and optimization of Salesforce and related systems across the organization. He’s passionate about leveraging data and technology to drive insights, improve operations, and advance Robin Hood’s mission to fight poverty in New York City.

Jennifer Li, Senior Manager, Development Operations & Analytics, Robin Hood Foundation

Jennifer is the senior manager of development operations and analytics at Robin Hood Foundation. She leads development staff training in Salesforce, applies data and technology to strengthen fundraising strategies, and supports all aspects of fundraising. As the daughter of Chinese immigrants and a former participant in a Robin Hood grantee’s after-school program, Jennifer brings both a data-driven and heart-led approach to her work, helping New Yorkers access the opportunities they deserve.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Information Technology: 1
Delivery Method:
Webcast
Learning Objectives:

After completing this training, participants will be able to identify key steps in developing a technology strategy that aligns with their organization’s mission and supports both operational efficiency and long-term impact goals; describe ways to leverage data and dashboards to monitor program performance, track outcomes, and inform strategic decision-making; and discuss lessons learned from Robin Hood’s technology journey to manage organizational change, build internal alignment, and successfully implement technology tools.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 or send her an email.

Baker Tilly Advisory Group, LP fka Moss Adams LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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Applicable Industries

Foundations Not-for-Profit

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.