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Join us as we kick off the NiUG Annual User Conference with Emcee Teri Carden of ReviewMyAMS.com and Doug Morris, CSI, as they welcome you and help award this year's distinguished recipient of the John Howarth Award! Presenters: Teri Carden, ReviewMyAMS & Douglas Morris, Computer System Innovations
9:00 AM
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It feels like the wild wild west out there when we look at the pace of new developments in technology... especially with the wave of remote working and learning, the number of tools that are designed to make one's life easier can be dizzying. So, which technologies do we need to prioritize, which ones are fads, and which ones do we need to put out to pasture? In this session, learn about the tech trends that could reshape your industry and could be the wisest investments for the future of your organization. Plus you'll work alongside your peers to see their approaches to the trends.
1 CAE Credit
Presenter: Teri Carden, ReviewMyAMS.com
9:30 AM
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This session will compare how tasks were completed in the old Desktop and how those same tasks are performed in the EMS Staff Site. Examples will include: Finance, Membership, Commerce, Promotions, Events, and Fundraising. Presenter: John Nicoletta, RSM US LLP
Category
iMIS 2017 & iMIS EMS
11:00 AM
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Most of us utilize and have a need for billing and dues, so what is it that you need to know before you set it up? Learn what options are available and how to use them, how to set up products, use special pricing, process billing, how to set up your online join and more. Plus, get a better understanding of the differences between the iMIS 2017 platform versus iMIS EMS. Presenter: Melissa Mack, Intuitive Business Concepts, LLC
Category
iMIS 2017 & iMIS EMS
Track
Intro Basic & Product
11:00 AM
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The iMIS Report Writer is a powerful tool that enables you to create reports and dashboards that are directly embedded in iMIS. The Report Writer offers an easy drag-and-drop tool that allows you to quickly pull your data into a report. This intro will show you what you need to know to get started. Presenter: Kevin Pape, CiP, CiSEng, Ascension Technology Solutions, LLC
Track
Intro Basic & Product
11:00 AM
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At this point many of you are preparing for your move from iMIS 2017 to iMIS EMS. There are iMIS clients that are in the beginning, middle and end of their upgrade to iMIS EMS. We will have a panel of users, along with their iMIS Solution Providers/Consultants to share their experiences, their prep ideas, tips, tricks and even the "gotchas"! Panelists: Jodi O'Toole, Computer System Innovations & Susan Tibbitts, A.M., American Society Of Colon And Rectal Surgeons, Get Efficient, Inc. & Audrey Austin, Southeast Michigan Council of Governments, Michele Morgan, DES, CMP, NiUG International, Jake Robida, Association Technology Solutions & Jeff Spring, CiA, Advanced Solutions International
Category
iMIS 2017 & iMIS EMS
1:05 PM
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Who doesn't want to improve their membership retention year after year? Join us for this session as we teach you how to setup and utilize recurring dues/billing, making it easier for your members to select installment payments for their membership when they join and renew. Even better, see how to set up automatic payments! Presenter: Melissa Mack, Intuitive Business Concepts, LLC
Category
iMIS 2017 & iMIS EMS
Track
Intro Basic & Product
1:05 PM
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Wouldn't it be nice to be able to get results from a query real-time, instead of wading through a ton of data each time you need a report? Dynamic filters can be used to narrow down a large data set and focus on specific information. Users can create filters based on a wide range of criteria, such as date ranges, specific values in fields, or combinations of criteria. They can also be used to create saved searches that can be accessed and reused at any time, adding data as events occur. Presenter: Jake Bound, Intuitive Business Concepts, LLC
Category
iMIS 2017 & iMIS EMS
1:05 PM
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Is your organization dealing with duplicates, people who move and don't update their information, or maybe just stale data is the problem? We all need to work hard to keep data clean, but there are tools/processes and even data hygiene dashboards that can help. Come check out how some are utilizing available means to keep their data clean. Presenter: Ellen Turner, CiA, CiP, CTCA, Bursting Silver
Category
iMIS 2017 & iMIS EMS
2:05 PM
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Your data is only as good as the people and procedures that maintain it. In this session, we will discuss how focused onboarding and training, using documented best practices, procedures, and how-to manuals, along with periodic review and updating of these, can help your staff manage and maintain your data resulting in improved data quality.
1 CAE Credit
Presenter: Barbara Kincaid, MCSE, American Council of Life Insurers
Category
iMIS 2017 & iMIS EMS
2:05 PM
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Have you tried but failed miserably at sending iMIS communications? If you need to send updates to registrants, but can't get the IQA to work with the communication, or when you aren't sure about the Recipient or Party because one works but the other errors out? If this has happened to you, you are going to want to sit in on this session. Learn the tips & tricks to set up a follow-up message with or without PA or PA+, while utilizing iMIS Communications and more. Presenter: John Nicoletta, RSM US LLP
Category
iMIS 2017 & iMIS EMS
2:05 PM
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Get tips & tricks for simple stuff that makes a huge impact. Design new page layouts, enter key fields needed for communications, and customer notes, customize the Staff Site menu, enter mass registrations...all simple, stupid stuff most of us know exists but forget they are there. Panelists: Connie Ferraro, Pennsylvania Bankers Association, Jake Robida, Association Technology Solutions & Bruce Wilson, CiED, RSM US LLP
Category
iMIS 2017 & iMIS EMS
3:35 PM
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You can share your iMIS data with other apps if you have the right connector. Find out what connects where and how you can use it to simplify work processes and reduce staff workloads. It's also smart to understand the hidden costs with each infrastructure. Panelists: Bill Conforti, Association Analytics, Keith Hunter, Armstrong Enterprise Communications, Brian Lindsey, WBT Systems - Top Class & Douglas Morris, Computer System Innovations
3:35 PM
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In a world with so many options for technology to make your life easier, how do you choose? Which tools have you missed? Come to this session to see how some of your peers use popular (or maybe lesser-known) software apps for note taking, collaboration, travel plans, and much more to make life easier. Walk away knowing the tools that could help you to save time, money, and stress!
1 CAE Credit
Panelists: Angelia Moore, CiP,CiA,CSM,CSPO, aks solutions, Melissa Mack, Intuitive Business Concepts & Keith Stoute, Visual Antidote
Category
iMIS 2017 & iMIS EMS
3:35 PM
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This pre-welcome reception event is hosted by your NiUG Board of Directors so iMIS Users have one on one time to meet other users and build connections in the iMIS Community and meet the NiUG Staff and those volunteer Board members attending. These user events are a great opportunity to build your core iMIS user support system!
5:00 PM
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NiUG Annual iMIS Community Welcome Reception - HOSTED BY your sponsors! Sponsors are a major part of the NiUG lifeline! The products and services they offer are key to the success of all iMIS customers, allowing you to enhance your use of iMIS. Join our sponsors for an amazing opportunity to meet them and see what they have to offer your organization, all while developing more connections to build your iMIS support system! This event will have an open bar and lite appetizers - all thanks to our event sponsors! BUILD CONNECTIONS! INCREASE KNOWLDGE OF PRODUCTS! Most of all... HAVE FUN!
5:30 PM
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