Skip to content
Loading Events

Best Practices for Nonprofit Spreadsheet Management

May 11, 2022 @ 3:30 pm - 5:00 pm


  • This event has passed.

Join Karen Martin and I to discuss learn better file naming, version control, use of metadata and more.

We’ll be sure to answer your own questions about ways to create and maintain your spreadsheets for quick information retrieval and later scaling to online platforms by helping attendees learn how to ensure quick information retrieval and excellent data integrity.

Karen Martin lives in Sonoma County and holds certifications in data visualization, data structures and computer science. She provides analysis services for Sonoma Applied Villages, has served as an analyst for the Sonoma County Continuum of Care HUD data, as well as working with the County of Sonoma Upstream Technical Team as analytics support for a cost benefit analysis of portfolio’s financial investments.

Teddie Pierce owned a FileMaker development firm operating out of Sonoma County for 17 years. She has been a contract HMIS Implementation Consultant since 2016 serving multiple CoC’s. Teddie recently became a Bonterra (Social Solution) Apricot 360 Certified Administrator and currently performs implementations and data administration for nonprofits and HUD Continuum’s of Care HMIS. She spent three years in Alameda County as HMIS Integration Manager for the State of California’s Whole Person Care Community Health Record project.

Register here for this no cost session and we’ll send login information to the session by Monday May 9th.


May 11, 2022
3:30 pm - 5:00 pm