ReWorkflow

The ReWorkflow Podcast

Slate Strategy Sessions is a podcast powered by ReWorkflow for education professionals who lead or support Slate CRM teams. Each episode offers real-world insights, peer conversations, and practical advice for getting the most out of Slate. Whether you’re shaping big-picture changes or solving technical puzzles, tune in to learn, grow, and connect.

Author

ReWorkflow

Category

Technology

Podcast website

podcast.reworkflow.com

Latest episode

Sep 30, 2025

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Episodes

Slate Strategy Sessions: Cycle Prep/Reset 30.09.2025

TJ Backofen joins us in this episode for a practical deep dive on making Slate cycle prep/reset more efficient, sustainable, and impactful. The discussion begins by leveraging Technolutions’ resources and then adapting these optimized practices for institutional/local contexts. At a minimum, core operations must routinely focus on auditing all data entry points and integration feeds (e.g., applica...

Slate Strategy Sessions: Documentation 06.08.2025

Kristina Kelpe, Founder & CEO of Legato Strategic Consulting, joins host Jon Rowand to explore how higher education institutions can launch or level-up their approach to documentation. Whether your school is starting from scratch or improving an existing system, Kristina offers strategies for building sustainable, effective documentation practices. Drawing on over 20 years of experience in hig...

Slate Strategy Sessions: Training a Slate Team 08.04.2025

In this episode of Slate Strategy Sessions, Jon Rowand welcomes Sarah Kotlinski, Director of Enrollment Systems and Analytics at Gettysburg College. Sarah shares how she is transforming Slate training through empathy, creativity, and community-building. From the popular Slate Feature Friday series to launching the new Training group in the Slate Community Forums, Sarah offers actionable insights o...

Slate Strategy Sessions: Leading a Slate Team 11.03.2025

A higher education leader writes in wondering how to best lead a team of Slate experts as a non-Slate expert. Host Megan Story addresses this issue alongside guest, Katie Jordan, Senior Director of Slate Strategies at The Parish Group. Follow us: Katie Jordan LinkedIn: https://www.linkedin.com/in/katie-jordan-slate/ Megan Story LinkedIn: https://www.linkedin.com/in/mpstory/ Got a question you want...

Slate Strategy Sessions: Data Across Campus 11.02.2025

Data discrepancies on campus cause headaches for an admission leader writing in for help. Jon Rowand and Megan Story address this issue and discuss possible resolutions in this episode. Follow our hosts: Jon Rowand LinkedIn: https://www.linkedin.com/in/jonmaesrowand Megan Story LinkedIn: https://www.linkedin.com/in/mpstory/ Referenced ReSource article - Reporting in Slate Got a question you want t...

Episode 11 - Looking to Summit 2025 12.11.2024

In this episode, we’re joined by Cody Gray and Christopher Kwan from Technolutions to discuss what’s in store for Slate Summit 2025 and how you can submit a compelling presentation proposal. Cody and Christopher offer expert tips on crafting proposals that stand out, the topics most relevant to this year’s Summit, and how to make a lasting impact with your presentation. Tune in to gain insider ins...

Episode 10 - Slate Makes Aid Great (Or At Least Less Awful) 08.10.2024

One of the most lauded presentations from Slate Summit 2024 was from Ben Parsons, this month's guest! Join us as we dig into configuring Slate with users in mind and learn more about building out financial aid processes in Slate! Follow our guest: Ben Parsons: https://www.linkedin.com/in/ben-p-3966959/ Learn more about ReWorkflow at www.reworkflow.com

Episode 9 - Level Up Your Game 10.09.2024

Listen in as we chat with a prolific contributor to the Slate user community, Matt Schieren. Known for his impactful presentations at Slate Summit, Matt delves into how his background as a semi-professional gamer shapes his approach, offering fresh, actionable insights that bridge the gap between strategy and creativity. Tune in to learn from Matt's journey and discover new ways to enhance your Sl...

Episode 8 - Interactive Query Challenge 13.08.2024

The most buzzed about session at Slate Summit 2024 was Jon Cherry's Interactive Query Challenge and he joins us today to talk about this innovative idea from conception to execution.  Slate Summit 2024 Presentation Slates  (🔐 requires login) Follow our guest: Jon Cherry: https://www.linkedin.com/in/jonathan-cherry-2405087a Learn more about ReWorkflow at www.reworkflow.com

Episode 7 - Talking About Troubleshooting 09.07.2024

With Slate Summit 2024 in the rearview mirror, we're diving deeper into the presentations we saw in Chicago. In this episode Danielle Buczek of Brandeis and Jasmine Solomon of NYU join Megan to discuss their presentation Solutions in Action: Real-World Troubleshooting Examples.  Slate Summit 2024 Presentation Slates  (🔐 requires login) Presentation resources: https://resource.reworkflow.com/books...

Episode 6 - Debriefing 11.06.2024

Join Megan and super helpful community member from Technolutions, Christopher Kwan, as they discuss making the most of your time at Summit and then going home and turning those ideas into action. We'll get into the details on debriefing, following-up with new contacts, and applying new ideas to day-to-day work.    💡Key Takeaways We hope listening to this episode helped you feel equipped for Summi...

Episode 5 - Networking 14.05.2024

Networking at Slate Summit is crucial, as it provides an opportunity to forge meaningful connections with peers, experts, and potential collaborators. Making the most of your time in Chicago means exchanging ideas, sharing best practices, and building relationships that you'll maintain long after our time together in June. Join Megan and her guest, ReWorkflow CEO Jon Rowand, as they dig into best...

Episode 4 - Planning for Slate Summit 09.04.2024

With the release of the Slate Summit schedule and the Slate Summit 2024 app  our excitement is growing! Right now is the time to prepare for your trip to Chicago in June by getting into the nitty gritty of planning for Slate Summit. Megan's former coworker Tiffany Kawafuchi joins her to discuss her meticulous planning for Slate Summit and how that helps her team once they're at the conference.  ...

Episode 3 - Public Speaking and Presentation Slides 12.03.2024

In this episode we’re focusing on public speaking and creating slide decks for Slate Summit. Joining us this week are Mark Ledoux and Corey Stamco from Kent State University! Listen in on our conversation discussing their experience co-presenting as part of Slate Stage and learn from their experience.   💡Key Takeaways Presenting as part of Slate Summit can be a nerve-wracking yet rewarding experi...

Episode 2 - Drafting and Collaborating 13.02.2024

In this episode we’re focusing on creating and collaborating a presentation for Slate Stage or Slate Summit. Our guest this episode is Allie Duffney and we discuss issues such as taking an idea and turning it into a presentation and collaborating with someone at another school or institution on your presentation.   💡Key Takeaways Turning a presentation proposal for Slate Stage or Slate Summit int...

Episode 1 - Why Present at Slate Summit? 09.01.2024

Thinking about presenting at Slate Summit but not sure where to start? In this kickoff episode, Megan sits down with longtime presenter Trevor Kingsley to pull back the curtain on how talks come together and why sharing your work matters more than you think. It’s a candid, sleeves-rolled-up conversation about choosing a topic that helps Slaters shape a clear story and learning from the inevitable...

Introducing The ReWorkflow Podcast - Road to Slate Summit 19.12.2023

A trailer for a six-episode season focused on Slate Summit.

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