Schedule of Events - Arlington, VA · If you are in membership or marketing, you won’t want to...

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NO MATTER WHERE YOU ARE IN iMIS, YOU ARE HERE AT NiUG

NiUG DISCOVERY 2015ARLINGTON, VA | OCTOBER 12–14

Schedule of Events - Arlington, VA

Monday, October 12th

7:30 am - 4:00 pmRegistration

Desk

Location:Arlington Foyer

Note: If not registered to attend Monday classes

do not pick up your

7:30am - 8:25 amNiUG Networking

Breakfast & Exhibitor Showcase

Location: Salon IV-VI

8:30am - 12:00 pmAM Half Day Training

9:00am - 12:00 pmFull Day Training

Advanced SSRS - A look outside of how

you currently use SSRS!

Room:Salon I

Understanding Membership -

Engage and Grow Your Organization

Room:Salon II

12:00pm - 12:55 pmNiUG Networking

Lunch and Exhibitor Showcase

Location: Salon IV-VI

SQL and IMIS… Perfect Together!

Room:Salon H

10:00am - 10:20amNiUG Networking Break & Exhibitor

Showcase

Location:Salon IV-VIHow to Utilize the

Staff Site to Get What you Need

Room:Salon III

NO MATTER WHERE YOU ARE IN iMIS, YOU ARE HERE AT NiUG 3

SSRS - Using SSRS and Understanding How It Ties Into IMIS

Room:Salon I

Data-Data-Everywhere! From Tables to Business

Objects to IQA

Room:Salon II

Monday, October 12th, continued

3:00pm - 3:20pmNiUG Networking Break & Exhibitor

Showcase

Location:Salon IV-VI

1:00-4:30 pmPM Half Day Training

Dashboards - Driving Information to Staff

and Members

Room:Salon III

4:45pm - 5:45pmNiUG SPEED

Networking Hour Users meeting users in the iMIS Community

Room:

Salon III

6:30pm - 9:30pm

Partner & Exhibitor Welcome Reception

Location:Crystal City Sports Pub 529 23rd Street South

Arlington, VA

1:00pm - 4:00 pmFull Day Training

Continues

SQL and IMIS… Perfect Together!

Room:Salon H

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Tuesday, October 13th

8:30 am - 9:00 amOpening Session:

NiUG Welcomes You To Arlington!

Room: Salon I - III

10:30 am - 10:55 amNiUG Networking Break & Exhibitor

Showcase

Location:Salon IV - VI

11:00 am - 12:00 pmBreakout Sessions

iMIS Demographics/User Defined Tables

Track: Back To BasicsRoom: Salon III

9:00 am - 9:30 amGeneral Session:

What’s New With iMIS - Part 1

Room: Salon I - III

9:30 am - 10:30 amKeynote Speaker:

“CAN’T WE ALL JUST GET ALONG?”

Room: Salon I - III

8:00 am - 8:25 amPartner & Exhibitor

Demo Rooms

Room A: Advanced Solutions International

Location: Alexandria

Room B: HighRoad Solution

Location: Manassas

Room C: Computer System Innovations

Location: McLean

7:30 am - 8:25 amNiUG Networking


Location: Salon IV - VI

12:00 pm - 12:55 pmNiUG Networking Lunch & Exhibitor

Showcase


iMIS Process Automation

Track: ProductRoom: Salon H

Developing Fabulous Staff Sites -

Case Studies

Track: TechnicalRoom: Salon II

Upgrade Case Studies:How others are making

the move.

Track: Best PracticesRoom: Salon I

12:30 pm - 12:55 pmPartner & Exhibitor

Demo Rooms

Room A:Visual AntidoteLocation: Alexandria

Room B: IFINITYLocation: Manassas

Room C: enSYNCLocation: McLean


Demo Rooms

Room A: Association Tehnology SolutionsLocation: Alexandria

Room B: C Systems GlobalLocation: Manassas

Room C: InformzLocation: McLean


Desk

Location:Arlington Foyer

Note: Wednesday

attendees can pick up their badge after 3pm.


Tuesday, October 13th, continued


Demo Rooms

Room A:Advanced Solutions International


Room B: CommPartnersLocation: Manassas

Room C: Highroad Solution

Location: McLean

1:00 pm - 2:30 pmBreakout Sessions

Financials Best Practices and Handy

Tools


Developing Email Marketing Templates


Dynamic Content Items or better known as

iParts!


Technology Trends



Events - Refresher on how to use the events

module


Retaining Members Using iMIS and Today’s

Technology


Document Management

with iMIS


Detox Your Database


6:30pm - 9:30pm

NiUG Presents: Casino Night at the Clarendon

Ballroom!

Location:Clarendon Ballroom

3185 Wilson BoulevardArlington, VA

*optional event, please

be sure to select on your

registration!

4:15pm - 5:15pmNiUG SPEED

Networking Hour Users meeting users in

the iMIS Community

Room:Salon III

2:30 pm - 2:55 pmNiUG Networking Break & Exhibitor

Showcase


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Wednesday, October 14th

11:00 am - 11:25 amNiUG Networking Break & Exhibitor

Showcase

Location:Salon IV - VI

10:00 am - 11:00 amBreakout Sessions

Developing Your Membership

Campaigns thru iMIS

Track: Back To BasicsRoom: Salon II

9:00 am - 9:55 amGeneral Session:What’s New With

iMIS - Part 2 & Great Things Award

Room: Salon I - III


Demo Rooms

Room A: C Systems GlobalLocation: Alexandria

Room B: IFINITYLocation: Manassas

Room C: Association Technology Solutions

Location: McLean


Desk

Location: Arlington Foyer

8:00 am - 8:55 amNiUG Networking



Using iMIS Quick Start Sites Effectively

Track: ProductRoom: Salon I

Mother May I? Permissions thru Roles and Groups within iMIS

Track: TechnicalRoom: Salon III

Organizing your life with Cool Tools

Track: Best PracticesRoom: Salon H

11:00am - 11:25 amPartner & Exhibitor

Demo Rooms

Room A: Computer System Innovations


Room B: Visual AntidoteLocation: Manassas

Room C: Intuitive Business Concepts

Location: McLean


Wednesday, October 14th, continued

12:30 pm - 1:25 pmNiUG Networking Lunch & Exhibitor

Showcase



Demo Rooms

Room A: enSYNC Corporation


Room B: CommPartnersLocation: Manassas

Room C: InformzLocation: McLean


Dues: Basics and Beyond


Event Management with RiSE


Top Ten IQA reports created on the fly!


Marketing Tactics - Getting information in

the right hands!


11:30 am - 12:30 pmBreakout Sessions

Ask the iMIS Experts!


iMIS Online Joins


Information Security Threats


Examples and Best Practices in Responsive

Web Design


3:00 pm - 3:30 pmClosing Session:

Learning Showdown and Prize Giveaway!

Room: Salon I - III

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Monday’s Session Details

Advanced SSRS A look outside of how you currently use SSRS! Time: 8:30am - 12:00pm Presenter: Tina Haglund InterDyn BMI Location: Salon I For those who have mastered or understand the basics of SSRS, this session will take you to the next level. Hands-on demonstrations for creating reports that include a sub-report, cascading parameters, or use a multiple value select will enable you to expand your reporting options. Users will also learn how these reports can be designed to run via the web using the two special RiSE SSRS integrated dynamic content items (iParts).

How to Utilize the Staff Site to Get What You Need Time: 8:30am - 12:00pm Presenters: Laura Tidquist & Tresse French, Association Technology Solutions Location: Salon IIIChange the way you do business! Are you ready to have your staff access iMIS from a web browser only? Come to this hands-on session to learn how to configure individual and company member profile pages to best meet your organizations needs. We’ll also review a new way to think about your team’s in-house procedures and help you think about moving some of your staff to the web-browser version of iMIS for membership management, committee management and even payment processing.

Understanding Membership: Engage and Grow Your Organization Time: 8:30am - 12:00pm Presenter: Suzanne Carawan HighRoad SolutionLocation: Salon IIIf you are in membership or marketing, you won’t want to miss this half day session! Through the use of iMIS, marketing and social networking tools you can track everything in iMIS. We will show you how others have used iMIS to grow their membership, constituency and fundraising numbers. SQL & iMIS… Perfect Together! Time: 9:00am - 4:00pm Presenters: Roger Abram C Systems GlobalLocation: Salon HLearn ways to use base SQL to help manage iMIS. This is a hand’s on learning class where you will follow along and do some of the more advanced topics that may be available to those who host their iMIS servers out of house. We will cover; SQL expressions for IQA that most everyone can use, building a SQL view for use in custom build business objects, building and using stored procedures for event pricing, how to build a simple stored procedure to ensure data integrity and finally, we will cover things to be aware of and to avoid when creating and scheduling stored procedures.

12October


Monday’s Session Details (continued)

Using SSRS and Understanding How It Ties Into IMIS Time: 1:00pm - 4:30pm Presenter: Tina Haglund InterDyn BMILocation: Salon IHow do you do that with SSRS? This session will cover how to incorporate SSRS reports into a RiSE site using dynamic content items. Whether a standalone report or a report that is used in context to a specific action on the website, users will learn the best practices of incorporating SSRS reporting into their RiSE sites.

Dashboards - Driving Information to Staff & Members Time: 1:00pm - 4:30pm Presenter: Christine Smith Association Technology SolutionsLocation: Salon IIIMuch like the dashboard of your car, having information at your fingertips and in plain view is important. Come learn how to create useful dashboards to keep key stakeholders happy and in the driver’s seat. This session will show you how to make detailed reporting available for these key stakeholders, so they can stay on target with strategic goals and objectives. Give them the tools to see clear warnings and alert them if they are missing the mark! If you are using iMIS 15 and above, this session is a great way to learn how to create amazing dashboards for your key stakeholders, don’t miss out!

Data-Data-Everywhere! From Tables to Business Objects to IQA Time: 1:00pm - 4:30pm Presenter: Kye Hittle Beta Theta Pi FoundationLocation: Salon IIAction packed training on the most used tables in iMIS! How do these tables translate into Business Objects? And, how should you relate the data in multiple tables or business objects to create business intelligence queries using the powerful IQA reporting tool that comes off-the-shelf with iMIS! NiUG SPEED Networking Hour Time: 4:45pm - 5:45pm Location: Salon IIIThe object: Meet as many people in the iMIS Community as possible, share what you do and how you work with iMIS, make new connections and continue your networking over the next two days... connections to help you in your iMIS career! You must sign up for this event to participate. Limited space available so don’t delay! Partner & Exhibitor Welcome ReceptionTime: 6:30pm - 9:30pm Location: Crystal City Sports Pub 529 23rd Street South, Arlington, VAThis year’s Welcome Reception will be held at the Crystal City Sports Pub. Described as a neighborhood restaurant with a playful ambiance, come enjoy good food and drinks with your fellow iMIS users, curtesy of our partners and exhibitors.

12October

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Tuesday’s Session Details

Demo RoomsTime: 8:00am - 8:25am Presenter: Advanced Solutions InternationalLocation: Alexandria See a short demo of the new iMIS eMail Marketing and Process Automation modules. Learn how you can create, send, and track email communications and automate manual processes.

Presenter: Computer System Innovations Location: Manassas Drop by to see iEmail and iMerge, two of our most popular add-on products, at work! iMerge packs a powerful punch, uncovering your duplicate records and intelligently merging them according to your own business rules. iEmail is our Outlook integration tool for iMIS. Without ever having to leave Outlook, you can directly access your iMIS contacts, create your distribution lists, hit send, and voila! All of your activity is captured in iMIS. So easy, come check it out! Presenter: HighRoad Solution Location: McLeanNewsletter Xpress+ Demo: Learn how organizations are innovating their newsletters through automation. Combine your member and content databases to create hyper-personalized content that can be automatically put into responsive templates and delivered.

Opening Session: NiUG Welcomes you to Arlington! Time: 8:30am - 9:00am Presenter: Michele Morgan NiUG International Executive DirectorLocation: Salon I- III Gear up and get ready to kick off the start of this year’s conference as Executive Director of NiUG, Michele Morgan tells us what’s new with NiUG and what great things are to come! Are you active in the iMIS community and deserving of the John Howarth Memorial Award? Join us as we present the John Howarth Memorial Award to this years recipient. General Session: What’s New With iMIS - Part 1 Time: 9:00am - 9:30am Presenter: David Riffle Advanced Solutions InternationalLocation: Salon I- III Discover what’s new with Q3 2015 release of iMIS 20 plus highlights of recent releases. Learn how this release continues to build upon and enhance the Engagement Management System (EMS), RiSE web development platform, and Continuum business intelligence features to help clients better engage with constituents and improve operational performance.

13October


Tuesday’s Session Details (continued)

Keynote Speaker: “CAN’T WE ALL JUST GET ALONG?” Relationship Management at Work & Why the Golden Rule is Wrong Time: 9:30am - 10:30am Presenter: Buddy Bush JB Training SolutionsLocation: Salon I- III

Have you ever heard someone say, “I will NEVER understand her!”, “That’s not how I would have reacted”, or “We will just NEVER get along.” If so, you’re not alone. The reality is that you spend more time with the people at work than you do with your own family, yet only 55 percent of people actually like their co-workers. Wouldn’t your life be more enjoyable if everyone at work could just get along? In this enlightening program, Buddy Bush offers the secrets to working with even the most difficult team members, and she shares why the “golden rule” is wrong when it comes to workplace communications. Participants will take a humorous, yet informative glance at their own, distinct communication style, as well as their colleagues’ unique tendencies.

Demo RoomsTime: 10:35am - 10:55am Presenter: Association Technology Solutions Location: Alexandria10 ways the ATS Online Marketplace will improve your store and increase your revenue - The ATS Online Marketplace brings leading edge e-commerce functionality to the iMIS platform. It not only leverages iMIS but extends the platform to provide features not currently available in iMIS. Dues, product sales, event registration and fundraising are integrated into one easy-to-use shopping experience. Features include; Responsive Design, Master Products, Advanced Coupons, Special Pricing for products and events, and many more. Presenter: (C) Systems Global Location: ManassasLearn to Love Your Event Software! etouches has event management in its DNA. Designed to streamline and simplify the complexities of the event planning process, don’t miss out on (C)onnect - an amazing tool that fully integrates etouches with iMIS and is sure to make IT folks feel the love as well!

Presenter: Informz Location: McLean What’s New in Informz - Take a look at the latest new features including the Informz Community, Enhanced Targeting, Template Gallery and Marketing Automation.

13October

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iMIS Demographics & User Defined Tables Time: 11:00am - 12:00pm Presenters: Chantal Almonard - National Business Aviation Association, Denise Garthwaite - Institute of Continuing Legal Education & Andrew Weaver - Land Trust AllianceLocation: Salon IIITrack: Back To Basics

What do you do with all that data that staff wants to collect, and presumably use someday? User defined tables are one of the great strengths of iMIS because you can easily create many extra tables to meet your needs and collect tons of data. We will look at planning out your needs in advance, using the different data types available, options for both drop-down and multi-select fields, and setting the data up in both the desktop and web interfaces. We will point out mistakes to avoid as well as thoughts on naming conventions.

Developing Fabulous Staff Sites - Case Studies Time: 11:00am - 12:00pm Presenters: Barbara Kincaid - American Council of Life Insurers & Amanda Iverson - Intuitive Business ConceptsLocation: Salon IITrack: Technical

The iMIS Staff Site provides a new way for your staff to look at and work with your iMIS database. It is very flexible and completely customizable, just like a website. Come see some of the fabulous things that have been done with the iMIS Staff Site as two of your fellow iMIS users present case studies that demonstrate real-world examples of the iMIS Staff Site in use. The speakers will discuss some of the customizations they have made and why. This will be an idea, rather than a how-to, session.

iMIS Process Automation Time: 11:00am - 12:00pm Presenter: David Cook - 501CiO ConsultingLocation: Salon HTrack: Product

Learn how you can process emails, reports, and tasks as well as display alerts to web visitors and to staff users. Plus, find out how the new iMIS Process Automation stacks up to Task Centre.

Upgrade Case Studies: How others are making the move Time: 11:00am - 12:00pm Presenters: User Panel: Christine Legris - State Bar of Wisconsin, Bruce Ryan - Florida Bankers Association, Stehanie Mareski - EPCOR & Stephanie Tisch - EastpayLocation: Salon ITrack: Best Practices

Are you still on an older version of iMIS? Are you dreading an upgrade every time a version release for iMIS comes out? Join those that have gone through the process and talk to them about the challenges and ultimate rewards of upgrading to the latest version of iMIS and maintaining that version. Find out some of the things they would have done differently in hindsight and the things they thought they did well. Bring your own upgrade experiences along and share, compare and become more aware!

Tuesday Session Details (continued)13October


Demo RoomsTime: 12:30pm - 12:55pm Presenter: Visual Antidote Location: Alexandria Do you want more freedom when creating online joins, renewals, online certification solutions, member profile pages, or just putting iMIS data on your website? With Fast Forms, you can have complete control over the iMIS fields and where they go on your RiSE web pages. If you can use RiSE you can easily build Fast Forms and take your RiSE pages to a whole new level - Fast! Presenter: IFINITY Location: Manassas

WebFormz Demo: Come and see what all the fuss is about. Over the last two years WebFormZ has been the module of choice for dealing with sophisticated forms and form processes. If you want to have the opportunity to see WebFormZ and discuss your needs with the inventor of WebformZ, Russell Franks then book to attend one of the iFINITY sessions.

Presenter: enSYNC Location: McLean Automating Onsite Registration with Kiosk Xpress: Tired of spending countless hours preparing badges and attendee packets ahead of time. Why not automate the onsite check in process with Badge Quick Printing and Onsite Registration Kiosks. Attend this demo to see enSYNC’s updated Kiosk product which now includes a credit card swipe as well as the ability to take onsite photos of your members. This product recently won the 2015 ASI Product Innovation of the Year award.

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Financials Best Practices and Handy Tools Time: 1:00pm - 2:30pm Presenter: Laura Tidquist Association Technology SolutionsLocation: Salon IIITrack: Back To Basics Looking for a handbook to guide you through the maze of iMIS financial management? How about the next best thing? This session will cover general best practices for managing cash transactions, batches, reporting and month-end procedures. Additionally, we will review the tools available within the financial modules and discuss what permissions allow staff to see sensitive information you may be storing in iMIS.

Dynamic Content Items - better known as “iParts”!

Time: 1:00pm - 2:30pm Presenter: Jake Robida Association Technology SolutionsLocation: Salon IITrack: TechnicalEver play with Legos? Putting all those different shaped squares and pieces together to design amazing things like cars or houses or even the Star Wars Death Star! iMIS NOW provides building blocks for you to be able to do the same with your RiSE websites! You can do amazing things by putting together the iParts available with RiSE to build amazing profile and content website pages! Come to this session to learn what these iParts are and how to use them!

Developing Email Marketing Templates Time: 1:00pm - 2:30pm Presenter: John Nicoletta C Systems GlobalLocation: Salon HTrack: Product You and iMIS email marketing can create beautiful email templates using the iMIS communication tools, that get your messages across. Come hear from users that are making the most of iMIS Email Marketing.

Technology Trends Time: 1:00pm - 2:30pm Presenter: Keith Stoute Visual AntidoteLocation: Salon ITrack: Best PracticesThe pace of change in technology has increased tremendously over the years - a reality that affects every aspect of an organization and makes it tough to stay ahead of the curve. Find out what’s happening with apps, devices, Office 365, and Windows. How will changes in technology affect iMIS and help users be more efficient?



Demo RoomsTime: 2:35pm - 2:55pm Presenter: Advanced Solutions International Location: Alexandria

See a short demo of the new iMIS eMail Marketing and Process Automation modules. Learn how you can create, send, and track email communications and automate manual processes. Presenter: CommPartners Location: Manassas CommPartners helps associations engage communities through sharing of knowledge. Our Elevate Learning Management System is a dynamic online platform that facilitates the integration of peer ideas with content from leaders to form meaningful education experiences. During our session we will show you how Elevate can be used to support your community with custom developed courses, blended learning, webinars, virtual conferences, Podcasts, polls, interactive forums and other methods.

Presenter: HighRoad Solution Location: McLean Newsletter Xpress + Demo: Learn how organizations are innovating their newsletters through automation. Combine your member and content databases to create hyper-personalized content that can be automatically put into responsive templates and delivered.

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Events - Refresher on How to use the Events Module Time: 3:00pm - 4:00pm Presenter: Suzanne Baase - Frontline Association ManagementLocation: Salon IIITrack: Back To Basics Time to get back to the basics! If you are new to iMIS or just new to managing your events in iMIS, join us to review the basics about registration and reporting, cancellations, transferring and substituting registrants, group registration functionality, and more!

Document Management with iMIS

Time: 3:00pm - 4:00pm Presenter: Al Povoledo, Bursting SilverLocation: Salon IITrack: Technical Document management can be a never ending task and there are many products and ways to accomplish this task via iMIS. Join us as we cover the strengths, weaknesses and position of these products in the marketplace and then show you some of the out-of-the-box ways to attach documents in iMIS (via activities, in Communities, etc.)

Retaining Members Using iMIS and Today’s Technology Time: 3:00pm - 4:00pm Presenters: Russell Leighton - American Association for Respiratory Care & John Nicoletta - C Systems GlobalLocation: Salon HTrack: Product Are your members coming or just going...going...gone? We have all heard that we need to reach the changing demographics through social media, but what about the tools we have in iMIS and all the components which are tied to the core of this tool? Attend this session to learn how others are using these tools to reach out and engage their membership. We will also show you ideas and technology users are bringing into play to keep their membership numbers where they need to be.

Detox Your Database Time: 3:00pm - 4:00pm Presenters: Denise Garthwaite - Institute of Continuing Legal Education, Chantal Almonord - National Business Aviation Association & Roger Abram - C Systems GlobalLocation: Salon ITrack: Best Practices

Like most, you likely suffer with bad data on occassion. This session will focus on data quality and data cleaning; tips, techniques, and best practices for cleansing your data.



NiUG SPEED Networking Hour Time: 4:15pm - 5:15pm Location: Salon III

The object: Meet as many people in the iMIS Community as possible, share what you do and how you work with iMIS, make new connections and continue your networking throughout the conference, making connections to help you in your iMIS career! You must sign up for this event to participate. Limited space available so don’t delay!

Optional Networking Event - NiUG Presents: Casino Night at the Clarendon Ballroom! Time: 6:30pm - 9:30pm Location: Clarendon Ballroom 3185 Wilson Boulevard Arlington, Virginia The Clarendon Ballroom will be our destination for the NiUG networking event this year! This original Woolworth Building, a historic Art Deco Moderne facility was built in the 1930’s and brought back to life as a more modernized venue destination. Come enjoy this historical treasure while feasting on amazing food and drinks while playing blackjack, craps or rooulette and networking with your fellow peers within the iMIS Community! This event is the ultimate for meeting and making contacts essential to your organizations growth of iMIS and the iMIS community.

Event includes admission to the Clarendon Ballroom, appetizers, dinner, drinks , casino games and transportation to and from the hotel.

Don’t miss this networking opportunity! You must register to attend!

13October


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Wednesday’s Session Details

Demo RoomsTime: 8:35am - 8:55am Presenter: (C) Systems GlobalLocation: Alexandria Get the most out of your RiSE implementations using combinations of standard iMIS components, custom dynamic content items and creative uses of IQA queries. Learn how you can delight your users with fresh and innovative approaches to presenting content and eCommerce components of your RiSE site. Gain the confidence to say “RiSE can do that!” and know it can!

Presenter: IFINITY Location: Manassas WebFormz Demo: Come and see what all the fuss is about. Over the last two years WebFormZ has been the module of choice for dealing with sophisticated forms and form processes. If you want to have the opportunity to see WebFormZ and discuss your needs with the inventor of WebformZ, Russell Franks then book to attend one of the iFINITY sessions.

Presenter: Association Technology Solutions Location: McLean Stop working in Silos! - Your member’s information is just too valuable to risk putting it in silos. Bridge all your data into iMIS. Come see the over 50 different bridges that ATS has created between iMIS and third party vendors. These include LMS, CMS and other popular software and service companies. We will walk you through the benefits and give you an overview of how the bridge works behind the scenes.. General Session: What’s New With iMIS - Part 2 and the Great Things Award Time: 9:00am - 9:55am Presenter: David Riffle Advanced Solutions International Location: Salon I - IIIDiscover what’s new with Q3 2015 release of iMIS 20 plus highlights of recent releases. Learn how this release continues to build upon and enhance the Engagement Management System (EMS), RiSE web development platform, and Continuum business intelligence features to help clients better engage with constituents and improve operational performance. Plus, see examples of outstanding RiSE websites in our 2nd Annual RiSE Great Things Awards.

14October


Developing Your Membership Campaigns thru iMIS Time: 10:00am - 11:00am Presenters: Robert Lane - Lane ServicesJohn Nicoletta & Robert Bolton - C Systems Global, Meghan Curtin - InformzLocation: Salon IITrack: Back To Basics As it becomes increasingly more difficult to many organization to increase membership and donor numbers, knowing what’s available and what other iMIS users are doing to accomplish this is more important than ever. Join us as we show you how you can manage your new membership and donor campaigns so you can start making your new member numbers and donations grow.

Mother May I? Permissions thru Roles and Groups within iMIS

Time: 10:00am - 11:00am Presenter: Tom Walker - Association DynamicsLocation: Salon IIITrack: Technical Are you utilizing the security groups and roles to their fullest? Join us as we show you what you need to know about iMIS roles and groups so they can be used to enhance your security and provide best practices for implementation.

Using iMIS Quick Start Sites Effectively Time: 10:00am - 11:00am Presenter: Jake Bound - K2 and You SolutionsLocation: Salon ITrack: Product Let us show you how simple using the quick start sites with RiSE can be! Join us as we show you how to easily implement and the best practices you should use to streamline your process. No longer does it have to take days to get a conference site or a new design in place, use the RiSE quick start sites to have your information up in a jiffy!

Organizing your life with Cool Tools Time: 10:00am - 11:00am Presenters: Doug Morris - Computer System Innovations & Melissa Mack - Intuitive Business ConceptsLocation: Salon HTrack: Best Practices

In a world with so many options for technology to make your life easier to manage and remember important details from business to personal to do’s, how do you choose? Come to this session to see how some of your peers use popular software apps for note taking, collaboration, travel plans, and much more that make their lives easier and to help you choose the tool that could best help you!

Wednesday Session Details (continued)14October

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Wednesday’s Session Details (continued)

Demo RoomsTime: 11:00am - 11:25am Presenter: Computer System InnovationsLocation: Alexandria iDocument is the newest product in our iMIS add-on product suite! Let us show you how you can capture the 4-1-1 on your entire iMIS environment, from Activities, Business Objects and IQAs to Tables, Views and Stored Procedures. iDocument also provides a means for inputting additional notes and for generating HTML documentation on some or all of these items. Come see how iDocument can help your organization!

Presenter: Visual Antidote Location: Manassas Do you want more freedom when creating online joins, renewals, online certification solutions, member profile pages, or just putting iMIS data on your website? With Fast Forms, you can have complete control over the iMIS fields and where they go on your RiSE web pages. If you can use RiSE you can easily build Fast Forms and take your RiSE pages to a whole new level - Fast!

Presenter: Intuitive Business Concepts Location: McLean Stop by and visit IBC to see how easy it can be to achieve Single Sign On between multiple secure websites using our SSO Provider tool and why using a tool versus custom programming can save you time & money, upgrade after upgrade! We’ll also showcase our easy to use and configure award winning iRenew iPart to help anyone with more sophisticated online membership renewal needs! We look forward to seeing you there!

14October


Ask the iMIS Experts! Time: 11:30am - 12:30pm Presenters: Panel: Stephanie Mareski - EPCOR, Mark Jones - enSYNC, Roger Abram - C Systems Global, Robert Bolton - C Systems Global, Bruce Wilson - McGladrey & Keith Hunter - Armstrong Enterprise CommunicationsLocation: Salon IITrack: Back To Basics This session gives you the chance to speak with a panel of seasoned professionals who have been around the iMIS product for many years! Soak up the experience and come armed with your iMIS questions for which you have longed to get answers.

Information Security ThreatsTime: 11:30am - 12:30pm Presenter: Ted Ericson - Advanced Solutions InternationalLocation: Salon IIITrack: Technical Learn about attack vectors, mitigation strategies, and proactive response mechanisms to consider when securing web applications in today’s threat-filled Internet world. We will also cover more specific topics as they relate to iMIS, including recently found vulnerabilities and how to fix them, guidance for secure website implementation, and best practices for web application development and testing.

iMIS Online Joins Time: 11:30am - 12:30pm Presenters: Jeff Spring - Advanced Solutions International & Brenda Barnhart - McGladreyLocation: Salon ITrack: Product Give your members the power to join online using standard iMIS functionality. Learn how to use iMIS to increase your membership revenue and retention while decreasing staff intervention and provide your members with the self service options that they have come to expect.

Examples and Best Practices in Responsive Web Design Time: 11:30am - 12:30pm Presenter: Dan Peterson - TGD Communications, Megan Shankle & Phil Varady - ISG SolutionsLocation: Salon HTrack: Best Practices

With the increasingly varying screen sizes that need to display your website, building a site that responds to all devices has become necessary. What is responsive design? What do you need to think about when designing a responsive website? In this session, you’ll learn what responsive design is, best practices, see examples, and discover how iMIS can help you deliver to get there.


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Demo RoomsTime: 1:00pm - 1:25pm Presenter: enSYNC CorporationLocation: Alexandria Increasing Dues/Donations with AutoDraft: AutoDraft and Online AutoDraft are tools that bring amazing payment flexibility to your members. This tool can have a direct impact on your bottom line and your ability to collect dues and donations. Attend this session to learn how easy it is to set your members up with automatic annual renewals and/or recurring payments, both credit card and ACH. This tool can be used with Pay Pro Flow as well as Authorize.net. Presenter: CommPartners Location: Manassas CommPartners helps associations engage communities through sharing of knowledge. Our Elevate Learning Management System is a dynamic online platform that facilitates the integration of peer ideas with content from leaders to form meaningful education experiences. During our session we will show you how Elevate can be used to support your community with custom developed courses, blended learning, webinars, virtual conferences, Podcasts, polls, interactive forums and other methods.

Presenter: Informz Location: McLean Ins and Outs of the Informz for iMIS integration - Learn all the basics of the Informz for iMIS integration. Targeting, personalization and writebacks. Dues: Basics and Beyond Time: 1:30pm - 2:55pm Presenter: Mark Jones - enSYNCLocation: Salon IITrack: Back To Basics Some dues are billed monthly, anniversary or annually but what happens if you change from one to another? What if you change your member types or categories and it affects your billing? How about those pesky dues increases? We all need to eventually increase them but what do you need to do to track old versus new cycles for reporting purposes? This session isn’t just your basic how to do billing, this session will go into those unforeseen changes and what you need to consider as you make those changes from iMIS setup, historical data, reporting and other areas you may not be thinking about while someone else decides to make these internal changes that affect your data.



Top Ten IQA reports created on the fly!Time: 1:30pm - 2:55pm Presenters: Tom Walker - Association Dynamics & Denis Grey - Visual AntidoteLocation: Salon IIITrack: Technical Provide us with the IQA that you want to see created and we will do so live during this session. Learn how you too can create IQAs by using the data in iMIS to create basic reports. Event Management with RiSE Time: 1:30pm - 2:55pm Presenter: Melissa Mack - Intuitive Business ConceptsLocation: Salon ITrack: Product Join us for an informative session that will combine both Advanced Accounting Console functionality with Staff Site functionality for a more complete picture of managing your event and what and where to do it! Learn how to clone your events and what fields should be completed in the Advanced Accounting Console and which set up items should and must be completed via the Staff Site. Review the basics in creating your very own Conference Site by simply starting with an off-the-shelf Quick Start site!

Marketing Tactics - Getting information in the right hands! Time: 1:30pm - 2:55pm Presenter: Suzanne Carawan - HighRoad SolutionLocation: Salon HTrack: Best Practices

You’ve got 7 seconds! You send emails, blast emails, newsletters, direct mail pieces...but is all that information getting to your target audience or being deleted or thrown in the trash because they don’t have time and you didn’t catch their attention quick enough? Join us as we give you tips and tricks to getting the attention of the right people at the right time so in that 7 seconds an action is performed! Closing Session: Learning Showdown and Prize Giveaway! Time: 3:00pm - 3:30pm Presenter: TBD Location: Salon I - III The learning never ends! Join us at the closing session as we continue the iMIS/NiUG learning experience. Don’t miss out... if you’re in attendance you can win some amazing prizes valued at $100 - $500 dollars or more!


Schedule of Events - Arlington, VA · If you are in membership or marketing, you won’t want to...

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