View the agenda below and check back often for updates!
Denotes workshops you can add to increase the value of your attendance
Events are one of the lifelines for many non-profits! Knowing what iMIS can do and how to do it is vital to your role as an event planner or as a meetings professional. We will show you how to better understand event setup, what has changed between iMIS 2017/Staff Site & iMIS EMS and how it may affect you as you move forward. In addition, we will show you some case studies and best practices to avoid common mistakes and increase your use of events.
Instructor: Ellen Turner, CiA, CiP, CTCA, Bursting Silver
Category: iMIS 2017 & iMIS EMSTrack: Basic
Whether you are in the finance department or the customer service department, we all need to know how an iMIS transaction is processed and what it takes to make necessary changes or corrections. We will start with an understanding of basic accounting terminology and concepts which will help you speak with your finance team. You will learn how to set up all the needed GL codes for products, events, dues, gifts and more. You will then follow the money from batches to entry and through to corrections. Then follow up with all the month-end procedures to make sure your iMIS data and accounting/ERP data is in sync. Finally, we will wrap up with all the various reports you will need to succeed. This session will cover both 2017 and EMS so you can understand the differences and appreciate the advantages of upgrading.
Instructor: Stacey Muellner, Intuitive Business Concepts
You need to know how to develop and build IQA's to bring in the detail you need for various seemingly complex needs. During this hands-on class, we will show you a mix-up of the more intermediate to advanced techniques so you can do things such as: adding a custom SQL expression, utilizing an IQA as a source in another IQA, dealing with multiple business objects or sources but filtering results to exclude duplicates, using key "codes" for filters such as "@date", formatting for adding multiple values, and more. Prerequisite: Users should know how to create an IQA report before considering this hands-on training.
Instructor: Bruce Wilson, CiED, RSM US LLP
Category: iMIS 2017 & iMIS EMSTrack: Product
Are you in charge of your organization's RiSE website or looking to move to RiSE and need to know how to use it and what it offers in functionality? Join our RiSE expert to learn the how-tos, listen as they share trials and tribulations, best practices and most of all, the functionality RiSE offers. From developing the basic of sites, to the more complex options to build upon your existing site; from new RiSE template selections, tagging, dynamic content items, to various galleries you can utilize. No matter what version of iMIS 2017 or iMIS EMS you may be on, you will learn great takeaways attending this hands-on training class.
Instructor: Michael Reed, MA, CiP, Armstrong Enterprise Communications
Category: Networking
Did you miss something during your class today? Were you stuck on one of the labs and need extra help? Or maybe the instructor gave you a challenge to work out on your own so you want extra help and time to do it before heading home? Well, fear not! We will pull together the day's instructors and have them help you work through any problems you may have had, giving you the chance to truly utilize their knowledge before ending the day!
Instructors: All instructors from the day's training
Category: iMIS 2017 & iMIS EMS
Interested in having dinner with other iMIS professionals to increase your networking group? NiUG has always been the best way to form new relationships with other users, ASI, Solution Providers and Vendors. If you are interested in having dinner with fellow iMIS Users, let NiUG make your group reservations and connect you with others. Please meet in Hotel Lobby Entrance by 5:45 pm.
Please note: You are responsible for your own meal. After clicking "Add" to the left, a box below will appear below to select your option. Please pick one!
Dining Options: McCormick & Schmick's - FULL Adobe Gila's Crust Brewing - FULL Park Tavern - FULL
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Denotes workshops you can add to increase the value of your attendance