What is the Higher Education Advisory Council and who is on it in 2020? This deck shows all of that.

2. What is the Higher Education Advisory Council?
The Higher Education Advisory Council (HEAC) is a group of Salesforce thought leaders
who are passionate about using the platform in higher education and believe in its ability
to transform our institutions, our industry, and the lives of our constituents.

3. Mission Statement
The Higher Education Advisory Council is a customer-led,
volunteer body who work with Salesforce.org and the
community to recognize and set common standards for the
delivery of platform solutions to support education.
We fulfill this mission by:
• Leveraging our collective higher ed and Salesforce expertise to make a
difference on our campuses
• Maintaining a collaborative community that shares code, best practices, and
documentation
• Identifying needs and advocating for solutions
• Connecting with new and prospective Salesforce.org higher ed customers
• Participating in outreach efforts through webinars, blogs, Higher Ed Summit
presentations, etc.
• Recognizing the diversity of functionalities and needs of higher ed institutions

4. HEAC Officers | 2020 Term
Dr. Phil Knutel
Babson College
Vice Chair
Carrie Otto
University of Minnesota
Initiatives Co-Chair
Frank Montoya
Arizona State
University
Initiatives Co-Chair
Dr. Amjad Ayoubi
Tulane University
Immediate Past Chair
Joanna Iturbe
University of Colorado
Chair

5. HEAC Returning Members | 2020 Term
Lori Dembowitz
University of
Massachusetts
Lowell
Dave DeMichele
Yale
University
Debbie Duran
University of
Miami
Haley Gould
University of
Michigan
Rebecca Joffrey
Cornell
University
EMERITI
Brian Karcinski
University of
Florida
Kathy Lueckeman
Olivet Nazarene
University
Ann LaFave
Cornell
University
Kalman Sweetwine
University of
Colorado
Chris Tompkins
Indiana
University
Colleen Whelan
Providence
College
EMERITI
Florence Parodi
University of
Miami
EMERITI

6. HEAC New Members | 2020 Term
Zak Landrum
Westmont College
Dr. Makeda Keegan
Northeastern
University
Dean Ernzen
Notre Dame
University
Kathy Zimmerman
George Mason
University
Daman Grewal
San Mateo
Community
College District
John Poyser
University of British
Columbia

7. HEAC Members | 2020 Term
Zak Landrum
Westmont
College
Dr. Makeda Keegan
Northeastern
University
Dean Ernzen
Notre Dame
University
Kathy Zimmerman
George Mason
University
Daman Grewal
San Mateo
Community
College District
John Poyser
University of
British Columbia
Dr. Phil Knutel
Babson College
Vice Chair
Carrie Otto
University of
Minnesota
Frank Montoya
Arizona State
University
Dr. Amjad Ayoubi
Tulane University
Immediate Past Chair
Joanna Iturbe
University of Colorado
Chair
Lori Dembowitz
University of
Massachusetts
Lowell
Dave DeMichele
Yale
University
Debbie Duran
University of
Miami
Haley Gould
University of
Michigan
Ann LaFave
Cornell
University
Rebecca Joffrey
Cornell
University
EMERITI
Brian Karcinski
University of
Florida
Kathy Lueckeman
Olivet Nazarene
University
Kalman Sweetwine
University of
Colorado
Chris Tompkins
Indiana
University
Colleen Whelan
Providence
College
EMERITI
Florence Parodi
University of
Miami
EMERITI

8. HEAC Initiatives
Advising
Higher Ed User Group
Birds of a feather
Original content
Reference calls/demos
Higher Ed Office Hours
Higher Ed User Group
The PodCACHE
Committees
Show-and-Tell /
Innovation Hour
Evangelization Initiatives
Meet with Salesforce.org
Contribute to use cases
Provide input on products
Influence roadmap
Confidentiality

9. Benefits of Council Membership
Work and network with
diverse and talented peers
In-person meetings with
Salesforce.org leadership
at Dreamforce and Higher
Ed Summit
Participate in committees
and initiatives with schools
from across the globe
• Higher Ed Office Hours
• Higher Ed User Group
• Salesforce.org and
partner webinars
Connect Collaborate LeadShare
Share professional
expertise, insights and
experiences
Serve as go-to reference in
SME area
Contribute/“give back” to
the higher education
community
Serve as hosts and
facilitators for meetups
and receptions at events
Help inform product
development and
roadmaps
Interact with
Salesforce.org leadership
at meetings and
throughout the year

10. Connect Collaborate LeadShare
Duties and Responsibilities of Council Members
Attend at least one of the
following annual events:
Dreamforce, Higher
Education Summit
Actively participate in
Council calls/meetings
• Participate in 75%* of
calls/ meetings
(extenuating
circumstances may be
approved by the
leadership team)
Provide advice and
feedback to
Salesforce about
needs/concerns of
higher ed clients
Collaborate with
Salesforce.org on
higher ed content
Other duties/
responsibilities as
defined by each
term’s members
Actively participate in/
volunteer for Council
initiatives and
committees, including
Higher Ed Office Hours,
User Group, etc.
Present, write blogs,
post in “Power of Us”
Hub and Trailblazer
communities
Collaborate on initiatives

11. Typical Council Member Attributes
• Willingness/motivation to actively volunteer and
participate
• Active in “Power of Us Hub” and/or Trailblazer
Community
• Participant in the Higher Education Community Group
• Frequent reference calls and show and tell
demonstrations for colleagues in higher ed
• Resource for Salesforce best practices
• Guest blogger for Salesforce
• Presenter at Salesforce events and other higher ed
conferences
• Thought leader willing to give feedback on customer
experience, product, use case, pricing and roadmap to
Salesforce
• Volunteer participant in current council initiatives
• Senior-level higher ed subject matter expert using
Salesforce

12. Membership and Officer Succession Model
Member
Initiatives
Co-Chair
(Year 1)*
Initiatives
Co-Chair
(Year 2)*
Vice Chair Chair
Immediate
Past Chair
❏ All nominees are considered for member status in the council
❏ Membership is for one calendar year
❏ With the exception of officers, current members need to submit nominations each year just as
new members do
❏ Nominees may designate their interest in becoming an officer
❏ With the exception of the appointed officers, all officers will begin as an Initiatives Co-Chair*
and proceed through each office, serving for one year in each officer position

13. Council Nomination Process
Nomination process
● Nominations are accepted each year in the fall (exact dates are posted to the Power
of Us HUB).
● Nominations are submitted through an online form.
● The HEAC Leadership Team reviews each nominee and voting takes place in
November.
● New terms begin the following year on Jan 1.
Member engagement expectations
● Attend one of the two in-person meetings that are held the day before Dreamforce
and the Higher Ed Summit.
● Join 75%* of the bi-monthly Full Council meetings (1st and 3rd Fridays).
● Participate in standing initiatives and lead/contribute to new initiatives
● Collaborate and share with each other, Salesforce customers and Salesforce
leaders/staff
Note: Membership is person-oriented, not school-oriented.
Schools can have only two members annually, one of which is the voting member.
If the first member is an officer, the officer receives voting rights.

14. Connect with us in the Power of Us HUB
https://powerofus.force.com
Find more information at
www.salesforce.org/highered/higher-ed-advis
ory-council/