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Apricot Coaching Events

Updated this week

Welcome to the Coaching Events Hub!

Consider this page your go-to resource for coaching event registration, on-demand viewing, and more.

What to Expect

Let our experts help you maximize your case management efforts! These sessions are crafted to deliver actionable insights, practical tips, and real-world strategies so you can feel more creative and confident as you strengthen your programs.

  • Tailored to Nonprofits
    Our sessions are designed specifically for nonprofit professionals, addressing your unique challenges and opportunities.

  • Expert-Led Sessions
    Learn from industry leaders, internal product experts, and our specialized training team who will provide you with the latest industry insights and best practices.

  • Real-Life Applications
    Discover how nonprofits like yours can successfully leverage Apricot software to enhance social good efforts.

  • Interactive Learning
    Engage directly with industry leaders, product experts, and experienced trainers through live Q&A sessions. Take advantage of this unique opportunity to speak with experts and trainers in a live setting!

Upcoming Events

Ready to get started? Join our upcoming live sessions, where you’ll have the chance to interact with top industry coaches and Apricot's very own product experts.

Date & Time

Topic

Registration

July 25th

1:30pm CT

Setting Up for Organizational Success: Software Governance Planning​

Event Description

Join us for a deep dive into how to build a solid governance framework for how your team manages, supports, and optimizes its use of software—so it works for you, not against you.

We’ll explore how defining roles, responsibilities, and routines can help your organization maximize ROI, reduce risk, and keep users engaged. You'll learn how to put structure around things like user access, data integrity, change management, and training. With real-world examples and a demonstration in Apricot, you’ll leave with actionable steps to make sure your platform stays aligned with your goals as you grow.

August 15th

1:30pm CT

Achieving Outcomes: Proving Value and Fueling Growth​ with Data

Event Description

Data can be one of your most powerful tools in driving organizational success. Join us for an expert coaching session where we’ll walk through how to track and report on outcomes in Apricot so you can clearly demonstrate your impact—to funders, executives, and your own team.

You’ll learn how to set meaningful success metrics, align your reporting with programming goals, and use data to support strategic decisions. With practical tips and demonstration, this session will show you how to move from simply collecting data to using it to drive growth and prove value.

On-Demand Events

Can’t attend one of our live sessions? No worries! Each session is recorded and available on demand after the live event. Explore our library of recordings - available any time to learn at your convenience.

Date & Time

Topic

Registration

June 20th

1:30pm CT

Navigating Organizational Change: Strategies for Successful Software Adoption

Event Description

Change may be constant, but that doesn't mean its always easy. This is especially true when adopting new software and making adjustments to your staff's workflow. We want to help your team adapt to new tools like Apricot so your organization can get the most value.

In this session, we’ll talk through why successful adoption isn’t just about training—it’s about people, communication, and ongoing support. You’ll learn how to create a solid change management plan, avoid common pitfalls, and keep your team engaged throughout the process. We’ll also walk through some key features in Apricot to help you put these strategies into action.

Our Coaches

Learn more about our coaches.

Chantal Rhea

Chantal Rhea, MBA, is a seasoned Client Success Manager with a proven track record in building strong client relationships and driving customer satisfaction. At Bonterra, she leverages her expertise to enhance client engagement and deliver impactful solutions. Her strategic approach and commitment to excellence have consistently contributed to organizational success.

In her personal time, she and her husband recently became apiculturists (bee-keepers), and they are excited to watch their first hive start building a beautiful, well organized honeycomb!

Raven Charleston

Raven Charleston is an Enterprise Customer Success Manager at Bonterra, where she helps mission-driven organizations turn data into real-world impact. With a background in the nonprofit sector and over five years at Bonterra, Raven is passionate about uniting social good and technology. Raven lives in Austin, TX with her dog Poe and brings a thoughtful, people-first energy to everything she does.

Resources

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