The Resilient
Human Services Leader
Access the full library of episodes below to hear practical strategies and lessons learned from industry leaders and frontline practitioners.
EP 1
30 Nonprofits, One Dashboard: AANHPI Data Visualization in Tableau
With Alex Montgomery, Senior Director of Impact & Advocacy at CASL
Alex Montgomery at the Chinese American Service League explains how 30 AANHPI organizations launched Change InSight, a platform that reveals critical community insights through powerful data visualization.
From navigating early data-sharing challenges to building dynamic Tableau dashboards, Alex shares key lessons, practical steps, and the operational tweaks that drove success.
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How asking the right questions upfront transforms complex data into clear decision-making tools
Why organizing operational data down to the numerator and denominator is crucial for effective visualization
Practical strategies to gain stakeholder buy-in and demystify data across your organization
EP 2.1
Funding the AI Journey: Navigating Grant Allocation Rules for Technology
With Chris Shue, Co-founder of the Tereo Group
Chris Shue, co-founder of the Tereo Group, explains how human service leaders can navigate rigid grant allocation rules to successfully position AI and modern technology as a programmatic necessity rather than just an administrative cost.
From reframing IT away from traditional overhead to applying joint cost allocation methods, Chris shares key financial lessons, practical steps, and strategic frameworks to secure grant funding for modern technology within grant-based accounting.
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How to shift away from a scarcity budgeting mindset and position AI tools as direct drivers of program delivery
Why evaluating technology through standard federal accounting principles—necessity, reasonableness, allocability, and consistency; is crucial for grant compliance
Practical strategies to build a compelling business case for tech investments that balance financial discipline with long-term program efficacy
EP 2.2
The Interpersonal Approach: Building Funder Relationships That Make a Difference
With Dr. Juanita Reynolds, COPO at Child Action, Inc.
Dr. Juanita Reynolds, Chief Operations and Program Officer at Child Action, Inc., shares how nonprofit leaders can navigate funder relationships, state and county dynamics, and the human side of securing support for major technology initiatives. From presenting an authentic organizational narrative to establishing a 5-year vision, Dr. J shares key lessons, practical steps, and interpersonal strategies to earn funder trust and secure sustainable backing.
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How to build authentic trust with state, county, and philanthropic funders by maintaining transparency about legacy systems and programmatic gaps
Why adopting a multi-year planning horizon, rather than relying on single-year grant cycles, is critical for securing sustainable technology investment
Practical strategies for non-technologists to communicate complex technology needs through real-life use cases and human-centered mission impact
EP 2.3
The AI Grant Trap: Why Generic Proposals Fail and How to Stand Out
With Fearghal Reid, Co-founder at MASON Consulting Group
Fearghal Reid, co-founder of MASON Consulting Group, highlights how human services organizations can harness trusted data to demonstrate impact, support their next funding request, and build a stronger case for sustainable technology investment. From stress-testing KPIs internally with AI to protecting an agency’s authentic voice in grant proposals, Fearghal shares key lessons, practical steps, and strategic insights to close the modern funding loop.
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How to leverage internal program data to prove impact and present a compelling, data-grounded narrative for your next funding cycle
Why using AI internally to stress-test metrics and program alignment builds a far more defensible position before facing funder scrutiny
Practical strategies to demonstrate how technology-driven time savings directly enhance constituent service delivery and long-term program sustainability