A 45-minute working session on data alignment, governance, and AI readiness for institutions running — or moving to — Salesforce.

You already know your data isn’t clean. That’s not the hard part. The hard part is that nobody above you has felt the cost yet. So the duplicate records stay, the field definitions stay inconsistent, and “we’ll clean it up later” keeps winning the prioritization argument — until the day an AI agent can’t resolve a record, or two departments stop trusting the same dashboard, or a Data 360 conversation surfaces years of accumulated inconsistency all at once, with leadership watching.

That’s when the cost gets felt. And by then it’s an emergency instead of a plan. This session gives you the framework and the language to have that conversation before it becomes an emergency. Human Capital Education has supported more than 50 institutions across their Salesforce journey, and the pattern is consistent: the institutions whose technology investments deliver are the ones that got the data foundation right first. Not the ones with the biggest budget or the newest platform.

We’ll walk through the three conditions that have to be true — Aligned, Owned, Ready — with real higher ed examples: the Registrar and Admissions defining “enrolled” differently, Advancement and Finance disagreeing on what counts as a major gift, the duplicate-record debate that resurfaces every eighteen months because nobody owns it.

Come with your own institution in mind. You’ll leave able to assess where you actually stand.

Aligned. Owned. Ready.

Building a Data Foundation Your Next Salesforce Investment Can Depend On

Monday, September 21, 2026 | 12:00 – 12:45 PM Eastern | Virtual

“Data doesn’t degrade because people stop caring. It degrades because nobody was ever named as the person responsible for it.”

What you'll leave with

A clear read on whether your data is genuinely aligned across your SIS, CRM, and connected systems — and which specific definitional conflicts are most likely hiding in yours
What a real stewardship model looks like in practice, including who owns it and what authority they need to actually enforce a standard
A working understanding of identity resolution, ingestion planning, and scalability — translated out of platform jargon into terms a president or CIO will act on
The distinction between data that can be trusted and data your AI initiative can actually reach, read, and use — because readiness requires both
A self-evaluation you can run against your own institution this week, scored against all three conditions

What we'll cover

Data alignment across systems. What shared definitions and a single source of truth actually require across your SIS, CRM, and connected tools — and why a decision built on two departments’ definitions of the same word can’t be trusted.

Governance and operational standards. Why “we’ll clean it up later” almost never happens, and what a functioning stewardship model and duplicate-management standard look like in the field rather than in a slide deck.

AI and Data 360 readiness. Identity resolution, ingestion planning, and scalability — what leadership needs to understand before committing to an AI agent, a predictive model, or the next integration.

Who should attend

CRM administrators, directors, and architects. Directors of IT and CIOs. Enrollment, admissions, marketing, student success, workforce development, and advancement leaders currently running Salesforce or evaluating a move to it.

Presented by

Brooke Moore, Ed.D. — Director, Delivery Excellence & Practice Enablement, Human Capital Education
Brooke spent 18+ years inside higher education, including AVP-level enrollment leadership, watching institutions get the technology right and the governance wrong. Her doctoral research centers on multi-year transformational change, and she applies that discipline in the field: naming real stewards, building real change processes, and making sure the next system doesn’t inherit the last one’s unresolved mess.

Amy Maltagliati — Senior Director & Salesforce Practice Lead, Human Capital Education
Amy leads Human Capital’s Salesforce practice and spent 15+ years inside higher education across admissions, advising, and enrollment management. A certified Salesforce, Lean, and Agile practitioner, she’s helped institutions of every size design CRM ecosystems that stick — aligning people, process, and technology, and moving teams from reactive systems to proactive, data-informed decisions.