A week built for big ideas, better builds, and the kind of conversations that stick long after Nashville.
The best parts of Summit are the ones you don’t plan for. Here are a few you can:
SEE WHERE WE’LL BE
ATTEND GET UNSTUCK
The Anti-Workshop Workshop
TUESDAY, JUNE 23, 2026
1:00 PM – 5:00 PM BELMONT UNIVERSITY
Before Summit begins, join us for Get Unstuck, The Anti-Workshop Workshop, a Pre-Summit afternoon session designed to help you move past what’s slowing you down and into what’s next.
Check Out Our SESSIONS
Save These to Your Calendar
JUNE 24-26, 2026 MUSIC CITY CENTER
See how institutions are tackling complex processes with cleaner data, stronger automation, and thoughtful configuration built for real-world use.
JOIN US FOR MUSIC & DRINKS
The Teddy’s Takeover by Post Captain
THURSDAY, JUNE 25, 2026
7:00 PM – 10:00 PM TEDDY’S TAVERN
For one night, Post Captain takes over Teddy’s Tavern just steps from the Summit. Move between three floors of live music, conversation, and skyline views, all designed for a night you will not want to miss.
Catch Our Team at These Sessions
We’re excited to spark conversations and share insights designed to help you make the most of your work on Slate and beyond.
From Spreadsheet Hell to Workflow Heaven: Automating Complex Evaluations and Remediation Processes
Mandatory clerkship exam evaluation was a high-stakes, time-consuming mess: cutoff scores vary by year, remediation is complex, and delays are costly. Hackensack Meridian School of Medicine will show the Slate solution that changed the game. We’ll walk through how we moved from manual entry and evaluation to automation, starting with a custom “Clerkship Calculator” that uses dynamic data to evaluate scores. Then we’ll show the automated remediation workflow that immediately notifies and engages everyone—from Clerkship Directors to the Registrar to students. Leave with ideas for building accurate, efficient workflows with queries, source formats, and portals.
Presenters
Becca Lukowski Stone, Hackensack Meridian School of Medicine Student Success
Rob Monk, Post Captain Consulting
Courtney Gradzki, Hackensack Meridian School of Medicine Student Success
Wednesday, June 24, 2026
01:25 PM
“Yes, You Need to Know Configurable Joins”: A Beginner’s Guide to Configurable Joins
“Do I really need to know Configurable Joins?” Yes. Yes, you do. This beginner-friendly session is for folks new to Slate or querying in general. We’ll cover what CJs are, how they work, and where they show up in Slate, plus key terms like queries, reports, exports, filters, joins, and outputs—without assuming technical expertise. Using simple, visual examples, you’ll see how joins behave at different levels of a query. You’ll leave ready to explain the basics and start using CJs with confidence.
Presenters
Laura Sturgill, West Chester University Graduate Admissions
Danielle Buczek, Post Captain Consulting
Paula Schaefer-Riley, Post Captain Consulting
Wednesday, June 24, 2026
04:40 PM
Stop Chasing External Documents: Creating Signed Gift Agreements Natively
Gift agreements can be a workflow black hole: Word templates, endless revisions, emailed drafts, and the eternal question of which version is “final.” What if agreements could be generated, edited, signed, and stored entirely in Slate? See how Earlham replaced fragmented document chaos with two fully native solutions using custom fields, tabs, forms, Liquid markup, conditional logic, and Slate’s digital signatures. We’ll cover both paths: handling complex, non-standard agreements with editable templates, and generating standardized fund agreements from structured data. You’ll leave with repeatable patterns you can use immediately.
Presenters
Hanna Kroskie, Post Captain Consulting
Laura Hinkley, Earlham College Advancement
Wednesday, June 24, 2026
04:40 PM
One Feature, Many Uses: Customizing Assignments for Advancement
Assignments give you a native way to track and manage assigned records in Slate—without pretending to be portfolios or tasks. This joint session shows how partner institutions are adopting and adapting Assignments for advancement, from fund stewardship to qualification and portfolio management. You’ll hear two models in practice (Miami University and Bates College), including how teams supported adoption with query building, Express Portal updates, and Showcase modifications. We’ll cover practical configuration decisions, early feedback from fund managers, and lessons learned as Assignments move into real use—so you can build something flexible without adding unnecessary complexity.
Presenters
Trisha Ayers, Bates College Advancement
Jennifer Pollin, Miami University of Ohio – Advancement
Amy Shaiman, Miami University of Ohio – Advancement
Brianne Berogan, Post Captain Consulting
Hanna Kroskie, Post Captain Consulting
Thursday, June 25, 2026
11:10 AM
UNTIL THEN, GET TO KNOW US MORE
Office Hours
Live Q&As, led by our team. Rotating topics built for all Slate users.
True North
A collection of quick reads that’ll help you work smarter in Slate.
Library
Guidance grounded in real-world Slate experience.
Schedule Time With Us
Schedule an intro call with a team that truly understands your work.