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2016 NiUG Discovery Conference

2016 NiUG Discovery Conference
Faster than a speeding bullet! The 2016 Discovery Conference is coming up fast and registration is open! Jump start your career with the tools, strategies, training, and connections you’ll make and Become an iMIS Superhero! This year, Breakout Sessions are categorized by focus, so sessions are guaranteed to be tailored to your needs.


Important Notes

Pre-Conference Training

You MUST select your class(es) for enrollment to be complete. Choose two 3.5 hour classes or one 6 hour class. Space is Limited. Once a class is full it cannot be added.

Pricing 

Early Bird pricing ends close of business on 7/25/16  • Regular Rate pricing ends close of business on 8/25/16

Not a NiUG Member but want Member Pricing?  CLICK HERE to join now. Once your application is processed, you will receive member pricing.

Pricing for Pre-Conference Training

The prices below represent the cost of the users' conference and do not include the pre-conference training cost.  You will be charged for the pre-conference training at checkout if you register to attend, based on your selection. For detailed pricing download a registration form.

Cancellation Policy

Cancellations must be received in writing on or before September 16, 2016 in order to receive a refund minus a $50 administrative fee.  No shows and late cancellations will forfeit the full registration amount.


Be sure to save responses to the questions below to complete checkout.
When
9/26/2016 - 9/28/2016
Where
Hyatt Regency Baltimore Inner Harbor
300 Light Street
Baltimore, MD 21202 United States

Program

   

Monday, 26 September 2016

 
Included in the cost of registration is breakfast and lunch (please indicate if you will NOT be eating with us), internet connection and a connection to a test database to follow along with the Instructor during training/labs. NOTE: Please bring a laptop with you and be sure it is able to connect to wireless internet and has remote desktopp to get into the training site.
Time
7:00 AM - 5:00 PM
7:00 AM
Join us for breakfast (included in your registration) and mingle with your fellow classmates before the start of a great day of learning!
Category
Monday
Track
Networking Opportunity
Time
7:30 AM - 8:25 AM
7:30 AM
(3.5 hour class) Fix your financials boo-boos! This session examines how to deal with bounced checks, dues refunds, membership cancellations, and how they impact deferred dues income.  This session also covers how to properly handle order cancellations in the full order entry module, event changes including cancellations and refunds, and more.
Category
Monday
Track
Training: Best Practices • Product
Time
8:30 AM - 12:00 PM
8:30 AM
(3.5 hour class) Discover how to apply your advanced understanding of RiSE to create dashboards to satisfy the varying needs of both your staff and board members. In this session, learn how to create IQAs to use in RiSE iParts, display data in different forms, manage permissions, and much more.
Category
Monday
Track
Training: Best Practices • Technical
Time
8:30 AM - 12:00 PM
8:30 AM
(6 hour class) This session kicks off by exploring online event registration functionality and how to configure it to meet your organization’s needs. Learn how to provide your members with an easy to use self-service event registration site starting from the financial setup to the conference website. In the afternoon, learn how to administer cancellations, transfer members from one event to another, easily substitute attendees, how to accomplish special pricing, and more!
Category
Monday
Track
Training: Product • Technical
Time
9:00 AM - 4:00 PM
9:00 AM
(6 hour class) Learn how to use Microsoft SQL's built-in and free reporting tool that is more powerful than Crystal Reports! First, learn how SSRS and iMIS work together to deliver reporting inside iMIS. Building upon that foundation, learn how to write SSRS reports from scratch to create additional reports that are also available from the Staff and/or Member sites.
Category
Monday
Track
Training: Technical
Time
9:00 AM - 4:00 PM
9:00 AM
Join us for lunch (included in your registration) and mingle with your fellow classmates before the continuation of a great day of learning!
Category
Monday
Track
Networking Opportunity
Time
12:00 PM - 12:55 PM
12:00 PM
(3.5 hour class) In today’s fast paced world, sharing information with your staff and members is crucial. Take your reporting to the next level with advanced IQA! This session examines business objects, how they work, how to create and configure them, and how to use them in an IQA query. Specifics covered include joins, building a query on a query, adding SQL to a query, how to organize and secure queries, and getting accurate data for reporting and dashboards.  QUALIFICATIONS: Attendees must have basic IQA skills and some knowledge of SQL.
Category
Monday
Track
Training: Technical
Time
1:00 PM - 4:30 PM
1:00 PM
(3.5 hour class) It’s easy to set up and create a stunning website using RiSE. Learn the basics in site setup, configuration, content management, and navigation control using the RiSE CMS. Be sure to bring your laptop and create a RiSE website in this session.
Category
Monday
Track
Training: Technical
Time
1:00 PM - 4:30 PM
1:00 PM
Speed networking is a fresh way to build your business rolodex in a time efficient manner. This session is specifically designed to allow iMIS users the quick and entertaining opportunity to meet other iMIS users within the iMIS community. Join us for this fast paced session to meet as many people as possible. **This event is open to iMIS users only and you must register to participate. Space is limited.
Category
Monday
Track
Networking Opportunity
Time
4:45 PM - 5:45 PM
4:45 PM
Kick off your 2016 NiUG Discovery experience at the Partner & Exhibitor Welcome Reception. Get exclusive access to the partners & exhibitors you’ve been waiting to meet while enjoying food and drinks with fellow iMIS users.
Category
Monday
Track
Networking Opportunity
Time
6:30 PM - 8:30 PM
6:30 PM

Tuesday, 27 September 2016

 
Join us for breakfast (included in your registration) and be sure to check out the exhibit tables to see what great products and services are available to use with iMIS!
Category
Tuesday
Track
Networking Opportunity
Time
7:30 AM - 8:25 AM
7:30 AM
Gear up and kick off the start of this year’s Discovery Conference as NiUG’s Executive Director, Michele Morgan tells us what’s new with NiUG and shares what great things are to come!
Category
Tuesday
Track
General Session
Time
8:30 AM - 8:55 AM
8:30 AM
If you have trouble remembering people's names and other important information, then you can't miss this year's keynote speaker, Ron Rosenberg. One of the top-rated programs at conferences across the country, this session will help you dramatically improve your memory! Thousands of people just like you have learned these simple techniques that will help you remember names, faces, and other details, and recall them days or even weeks later!
Category
Tuesday
Track
General Session
Time
9:00 AM - 10:00 AM
9:00 AM
Process automation is used to automate repetitive processes in order to control costs and enhance engagement with your members. This session examines how to create automated communications and use personalized content (formerly known as alerts) to enhance your interactions with your members.
Category
Tuesday
Track
Product
Time
10:30 AM - 11:25 AM
10:30 AM
This technical panel will discuss hardware and software requirements that you should consider to optimize your on-premise iMIS. In addition, we will address what you need to consider if you are interested in moving to a hosted environment. Finally, we will clarify what the iMIS 100/200 system is and talk about the new iMIS 300 SaaS hosted by ASI. After this session, you will know all the flavors of iMIS and how to best plan your organization’s future.
Category
Tuesday
Track
Product • Technical
Time
10:30 AM - 11:25 AM
10:30 AM
New to iMIS? In this session, explore iMIS from the ground up as we explore each module and how they work together helping to achieve your organization’s goals.
Category
Tuesday
Track
Back To Basics
Time
10:30 AM - 11:25 AM
10:30 AM
Tired of wasting time, money, and effort on marketing campaigns that just don't work? Isn't it time for a change with a wildly effective approach to marketing that will help double or even triple the return on each marketing dollar you spend? In this highly interactive session, marketing and customer service expert, Ron Rosenberg, will share his proven strategies for unprecedented business growth, and he'll show you how to get more customers, increase revenue, and cut expenses in the process!
Category
Tuesday
Track
Best Practices
Time
10:30 AM - 11:25 AM
10:30 AM
The iMIS certification module is a highly organized and integrated tool for managing your organization's certification program. In this session, explore the newest features, including multiple certification programs, streamlined processes, notifications/reminders, end-to-end candidate progress tracking, and much more!
Category
Tuesday
Track
Product
Time
11:30 AM - 12:30 PM
11:30 AM
If you’ve used iMIS for a while you probably have quite a few custom Ad Hoc searches and Crystal Re-ports your organization has created. In this session, learn how to convert your old reports - recreate Ad Hocs into IQAs and Crystal Reports into SQL Reports (SSRS). QUALIFICATIONS: Attendees must have basic working knowledge of Ad Hocs, IQAs, Crystal Reports, and SSRS.
Category
Tuesday
Track
Product • Technical
Time
11:30 AM - 12:30 PM
11:30 AM
How you structure your data can have a dramatic impact on your ability to report off of it. How you structure your data can have a dramatic impact on your ability to report off of it. In this session, learn the best practices on providing business intelligence and analytical solutions. Topics covered include creating a data warehouse from iMIS and how to make Key Performance Indicators (KPIs) and trend data available to your organization.
Category
Tuesday
Track
Best Practices
Time
11:30 AM - 12:30 PM
11:30 AM
This session guides new users through an overview of the Customer module including configuration, customer profiles, search options, committee management, and demographics including user defined fields.
Category
Tuesday
Track
Back to Basics
Time
11:30 AM - 12:30 PM
11:30 AM
Join us for lunch (included in your registration) and be sure to check out the exhibit tables to see what great products and services are available to use with iMIS!
Category
Tuesday
Track
Networking Opportunity
Time
12:30 PM - 1:25 PM
12:30 PM
Technology and business strategies are always evolving but your staff may not be as eager to embrace these changes. Learn how to navigate and employ change with your staff – creating a culture of innovation.
Category
Tuesday
Track
Best Practices
Time
1:30 PM - 2:30 PM
1:30 PM
Simplify your email marketing with iMIS to get results! Learn how to use iMIS Communications and Email Marketing PLUS to create and track the effectiveness of your campaigns. Also explore best practices to ensure your messages reach your constituents.
Category
Tuesday
Track
Product
Time
1:30 PM - 2:30 PM
1:30 PM
Planning your iMIS upgrade? Discover all the requirements you need to be aware of when upgrading. Topics covered include hardware and software requirements, 3rd party integrations and customizations, and testing. Learn tips from fellow iMIS users to ensure your upgrade is seamless.
Category
Tuesday
Track
Best Practices • Technical
Time
1:30 PM - 2:30 PM
1:30 PM
Get an overview of the iMIS Commerce Module and its capabilities. Topics covered include transaction processing, batch management, order processing and inventory management.
Category
Tuesday
Track
Back To Basics
Time
1:30 PM - 2:30 PM
1:30 PM
A key aspect of successful membership management is collecting and analyzing the proper data. While user defined tables help with data collection and how its displayed and made available to staff, there are key differences in using these fields in the Staff Site versus iMIS Desktop. This session explores these differences, tools available for setup, and layout examples for both formats.
Category
Tuesday
Track
Best Practices
Time
3:00 PM - 4:30 PM
3:00 PM
With nearly 100 iParts available, it can be difficult and confusing to find the best iPart to fit your organization’s needs. Learn how to choose and find the best iPart for the job. In this session, you might even discover a helpful iPart that you didn’t even know existed!
Category
Tuesday
Track
Product
Time
3:00 PM - 4:30 PM
3:00 PM
So you know a little about SQL but want to take your skills to the next level? This session examines the tips and tricks of working with iMIS data in SQL Management Studio. Topics include Views, Stored Procs, and more. QUALIFICATIONS: Attendees must have direct access to SQL Server Management Studio
Category
Tuesday
Track
Technical
Time
3:00 PM - 4:30 PM
3:00 PM
iMIS can transform your events into experiences. In this session, explore best practices and learn the basics of event setup and registration both online and through iMIS Desktop (aka Advanced Accounting Console).
Category
Tuesday
Track
Back to Basics
Time
3:00 PM - 4:30 PM
3:00 PM
Speed networking is a fresh way to build your business rolodex in a time efficient manner. This session is specifically designed to allow iMIS users the quick and entertaining opportunity to meet other iMIS users within the iMIS community. Join us for this fast paced session to meet as many people as possible. **This event is open to iMIS users only and you must register to participate. Space is limited.
Category
Tuesday
Track
Networking Opportunity
Time
4:45 PM - 5:45 PM
4:45 PM
Join us at the Top of the World to celebrate NiUG’s 20th Anniversary! Located on the 27th floor of the World Trade Center, the world’s tallest pentagonal building is home to the only Baltimore attraction to offer an awe-inspiring view of Maryland’s urban center. With expansive windows that frame the Inner Harbor, the surrounding city, and beyond to the Chesapeake Bay, Top of the World offers a beautiful backdrop for dinner, drinks, and mingling with your fellow iMIS users & the entire iMIS community. You must register for this optional event.
Category
Tuesday
Track
Networking Opportunity
Time
6:30 PM - 9:30 PM
6:30 PM
Bring a guest! No children please, this event is for those 21 and over! TBD - You must register to attend this event!
Category
Tuesday
Track
Networking Opportunity
Time
6:30 PM - 9:30 PM
6:30 PM

Wednesday, 28 September 2016

 
Join us for breakfast (included in your registration) and be sure to check out the exhibit tables to see what great products and services are available to use with iMIS!
Category
Wednesday
Track
Networking Opportunity
Time
7:30 AM - 8:25 AM
7:30 AM
. See how we continue to build upon and enhance the Engagement Management System (EMS), RiSE web development platform, and Continuum business intelligence features to help you better engage with constituents and improve operational performance. Some of the significant new features include new and improved dashboards, engagement scoring, event enhancements, volunteers, newly added SSRS reports, and much more. Plus, see examples of outstanding RiSE websites in our Annual RiSE Great Things Awards.
Category
Wednesday
Track
General Session
Time
8:30 AM - 9:30 AM
8:30 AM
How do you know if your members are engaged? Discover how engaged your members really are with engagement scoring in iMIS. Learn how to use Scoring and explore strategies to boost member engagement.
Category
Wednesday
Track
Best Practices • Product
Time
10:00 AM - 11:25 AM
10:00 AM
The Communities Module empowers your members to connect, communicate, and collaborate. Learn how to get your association’s communities set up and configured while minimizing frustrations with the constraints and maximizing the capabilities of the module. This session also explores how other associations are using this module to keep their members engaged.
Category
Wednesday
Track
Best Practices • Product
Time
10:00 AM - 11:25 AM
10:00 AM
The 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. New trends in technology may change how organizations operate and the nature of work. Find out what's happening with distributed ledgers (blockchain), artificial intelligence, big data and security. This session will challenge you and make you think!
Category
Wednesday
Track
Product • Technical
Time
10:00 AM - 11:25 AM
10:00 AM
iParts are the building blocks that provide the information you and your team need. In this session, you learn how to configure an account profile page for either a trade organization (company profile) and/or a professional organization (individual profiles) and what iParts are recommended to build a useful and meaningful page for your staff.
Category
Wednesday
Track
Product • Technical
Time
10:00 AM - 11:25 AM
10:00 AM
Technology is constantly changing and for success, your organization needs to change with it! This session explores easy ways to stay efficient in today's technical arena. This fast paced session will show you as many tips & tricks as there are minutes in the session so get ready and make sure you have had your caffeine fix so you can keep up!
Category
Wednesday
Track
Best Practices
Time
11:30 AM - 12:30 PM
11:30 AM
You already found and merged the obvious duplicates in your database but now what? Are you using NCOA to keep addresses accurate? Have you checked for orphaned records? What about transactions happening in the future? Learn how to keep your data clean and bring your own examples to share with fellow iMIS users.
Category
Wednesday
Track
Best Practices • Technical
Time
11:30 AM - 12:30 PM
11:30 AM
This session designed for new users focuses on understanding the billing process. Learn how to set up membership dues from start to finish, how to process due renewal payments, and new member joins.
Category
Wednesday
Track
Back to Basics
Time
11:30 AM - 12:30 PM
11:30 AM
Have you ever wondered why iMIS doesn't do something you wish it did? Ever wish for specific fields to be included in a future release? Join the Product Advisory Committee to learn the current status of the top issues and enhancement requests, discuss additional features you want to see or existing issues you need resolved, and maximize your iMIS investment!
Category
Wednesday
Track
Product
Time
11:30 AM - 12:30 PM
11:30 AM
Join us for lunch (included in your registration) and be sure to check out the exhibit tables to see what great products and services are available to use with iMIS!
Category
Wednesday
Track
Networking Opportunity
Time
12:30 PM - 1:25 PM
12:30 PM
IQA is the iMIS query building tool that allows you to extract data from your database. Explore this user-friendly tool and begin building your very own queries and reports! Learn how to select your data source, choose what data to display, how it should be sorted, and how to filter it.
Category
Wednesday
Track
Back To Basics
Time
1:30 PM - 2:30 PM
1:30 PM
Securing your content in RiSE can help you manage what your public and internal staff can see and do. Join us to learn how to use a group versus a role, how to implement this type of security, and how to best manage your users experience.
Category
Wednesday
Track
Best Practices • Technical
Time
1:30 PM - 2:30 PM
1:30 PM
Need a better way to manage prospective donors? Join us to explore iMIS moves management and how to increase your understanding of your constituents while enhancing their engagement with your organization, ensuring they are ready to support your cause at the right time! Leave your outdated manual tracking process behind and learn how to use iMIS to create and track proposals, set up solicitations, cultivate recurring, major, and planned donors, and easily share this information with your fundraising team.
Category
Wednesday
Track
Best Practices • Product
Time
1:30 PM - 2:30 PM
1:30 PM
PCI compliance is mandatory for all organizations accepting credit card payments. Join us to learn about the PCI tools built into iMIS, how to maximize iMIS settings to meet compliance guidelines, and secure website implementation. In this session, we will also discuss data security beyond iMIS, including on your network, in hosting environments, internal documents, and setting up safeguards.
Category
Wednesday
Track
Best Practices
Time
1:30 PM - 2:30 PM
1:30 PM
Get your feet wet with RiSE! This session explores the fundamentals of creating a website including content creation and navigation control. Learn the basics for using RiSE as your organization’s Content Management System (CMS).
Category
Wednesday
Track
Back To Basics
Time
2:35 PM - 3:35 PM
2:35 PM
Does your organization run endless reports only to get generic data? Is the report out of date by the time it is circulated among staff? If so, don’t miss this session! Learn how to set up Dashboards from creating the initial IQA to the final display, how to create different display types, and how to secure your dashboards so only certain staff or even members can access it.
Category
Wednesday
Track
Best Practices • Technical
Time
2:35 PM - 3:35 PM
2:35 PM
Boost member engagement, satisfaction, and retention by enabling members to join or renew their memberships online. In this session, learn how several difference organizations implemented iMIS out of the box for the online membership processing.
Category
Wednesday
Track
Best Practices • Product
Time
2:35 PM - 3:35 PM
2:35 PM
Hear from Fundraisers using iMIS as they share a glimpse into how they increase donations for their organization. Topics included will be segmentation, donor qualification, online fundraising, capital campaign management and donor relations.
Category
Wednesday
Track
Best Practices
Time
9/28/2016 2:35 PM - 9/29/2016 3:35 PM
2:35 PM
Don't go yet! Drawings for the exhibitors game will be made and you have to be present to collect your prize.
Category
Wednesday
Track
General Session
Time
3:45 PM - 4:30 PM
3:45 PM