2021 Virtual Discovery Event

The 2021 NiUG Virtual Discovery Event is your option to catch up on some of the Discovery In-Person sessions you missed!

Breakout sessions are categorized by focus and can be easily sorted by track as well as what version of iMIS will be covered. This event will be held across three afternoons so you still have your mornings to attend to daily job functions. Wednesday afternoon will kick off at 12:30 pm (eastern time) with a general session by NiUG's Executive Director, Michele Morgan, DES, CMP and President Keith Williams, American Association for Marriage & Family Therapy, followed by three breakout sessions. Thursday afternoon begins with a general session by Global Strategic Sponsor and developer of iMIS, Advanced Solutions International, Inc. as they announce this years Great Things award Winners and discuss some of the upcoming changes to iMIS EMS. Again this will be followed by three breakout sessions and concluding on Friday with three final sessions. This event is sure to leave you inspired and full of iMIS knowledge, whether you are on iMIS 2017 or iMIS EMS Enterprise and Professional, so don't miss it!

VIRTUAL EVENT PRICING:

Member: $99 | Non-Member: $199

WANT MEMBER PRICING?

CLICK HERE to join NiUG International. Once your application is processed, you will receive member pricing. Please note, application processing can take up to 48 hours.

CANCELLATION POLICY

All cancellations require a written request and can be sent to [email protected]. In order to receive a refund (minus a $50 administrative fee), all requests must be received on or before October 18, 2021. No-shows and late cancellations forfeit the full registration fee. Cancellation notifications via social media (e.g., posting on our Facebook page or a tweet) are not accepted.

When
10/27/2021 12:30 PM - 10/29/2021 4:30 PM
Eastern Daylight Time
Where
Online Only

Program

Wednesday, 27 October 2021

Description
WELCOME BACK! Michele Morgan, DES, CMP, NiUG Executive Director and Keith Williams of AAMFT and President of NiUG open the conference with announcements, what's new with NiUG and will reveal this year's John Howarth Memorial Award Recipient.

Presenters: Michele Morgan, DES, CMP, NiUG International & Keith Williams, Database Manager, American Association for Marriage & Family Therapy & President of NiUG
Category
Wednesday
Track
General
Time
12:30 PM - 1:00 PM
12:30 PM
Join ASI to hear what is new and coming with an iMIS product update to see the newest features and enhancements for the iMIS EMS platform. We'll also highlight new modules including, iMIS Report Writer, Form Builder, and Pay Central. You'll also learn tips to help you get started with planning your upgrade, review the different upgrade options, as well as share steps you can take now to assess your cloud readiness.

Presenter: Brian Lindsey, Advanced Solutions International, Inc.
iMIS Versions:
 iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Category
Wednesday
Track
Product
Time
1:15 PM - 2:15 PM
1:15 PM
The moment we’ve all been waiting for has arrived, ASI is releasing its new Form Builder for iMIS! In this session, we’ll give a quick overview of how you access and use Form Builder, its features and capabilities, and how it extends the capabilities of iMIS and RiSE.
We know you leave this session excited to start building everything from simple forms to robust applications and wanting to get your hands on this new module for iMIS.

Presenter: Keith Stoute, Visual Antidote
iMIS Versions:
 iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Category
Wednesday
Track
Back to Basics • Product
Time
2:30 PM - 3:15 PM
2:30 PM
Dive deep into accounting aspects of iMIS Enterprise Cloud. iMIS Enterprise Cloud (iMIS Enterprise EMS) is your subsidiary AR ledger - just like iMIS desktop used to be! Understand your batch options, invoicing, adjustments, financial reports, general ledger interface, and more!

Presenter: Douglas Morris, Computer System Innovations
iMIS Versions:
iMIS 2017 (20.2)
Category
Wednesday
Track
Back to Basics • Product
Time
3:30 PM - 4:30 PM
3:30 PM

Thursday, 28 October 2021

Description
Join ASI as we share the great things iMIS clients have achieved over the last year. You'll hear stories on how your iMIS peers have successfully transitioned to iMIS EMS in the Cloud, how they have pivoted during the pandemic, and ways they are utilizing iMIS to build beautiful and engaging websites, and more. If you missed our session on "What's New & Coming with iMIS", we'll share a condensed version for attendees. We'll conclude this session by recognizing our iMIS Great Things Award winners for outstanding iMIS websites built with the RiSE web development platform.

Presenter: Nathan Slovin & Brian Lindsey, CiA, Advanced Solutions International
iMIS Versions: 
iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Category
Thursday
Track
General
Time
12:30 PM - 1:30 PM
12:30 PM
The iMIS Report Writer (aka Exago) is a powerful tool that enables you to create reports and dashboards that are directly embedded in iMIS. During this session, we will give you a full complete look at this functionality and how you can create the reports you need in a whole new way!

Presenter: Kevin Pape, CiP, Ascension Technology Solutions
iMIS Versions:
 iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Category
Thursday
Track
Technical • Product
Time
1:45 PM - 2:45 PM
1:45 PM
Curious as to where, why, and how you use Expression Builder when creating a custom business object in iMIS Enterprise EMS (iMIS Cloud)? This great tool helps existing iMIS clients move SQL views into the Cloud!  Join us to learn how and what it can do!

Presenter: Jeff Spring, CiA, Advanced Solutions International, Inc.
iMIS Versions:
 iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)

***NOTE: There was an issue with the recording of this virtual session so we have posted the video from the in-person Discovery Conference session. We apologize for the inconvenience.***
Category
Thursday
Track
Technical • Product
Time
3:00 PM - 4:00 PM
3:00 PM
During this session, we will show you how to use the more advanced features of IQA so you can do more with this already powerful reporting tool. Elements like building queries on queries, organizing your queries and understanding the security needs behind using them in a public environment, understanding and using advanced functions and filters, and more. Use IQA's to extend iMIS in ways you never imagined!

Presenter: Mark Granquist, Association Technologies, Inc.
iMIS Versions:
iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300)
Category
Thursday
Track
Technical • Product
Time
4:15 PM - 5:00 PM
4:15 PM

Friday, 29 October 2021

Description
You have seen what the OOTB Form Builder for iMIS can do but now learn what the enhanced module can do for your organization. We will go over the major differences between out-of-the-box Form Builder and the enhanced module of iMIS Form Builder and show you some great uses so you can get started, and dive right in once you have it!

Presenter: Denis Grey, MBA, CiP, Visual Antidote
iMIS Versions: iMIS Cloud Enterprise (20-300)
Category
Friday
Track
Technical • Product
Time
1:00 PM - 2:00 PM
1:00 PM
Looking for ways to work smarter, not harder? Your search is over! Advanced Process Automation alerts are a great tool to help staff manage their day-to-day tasks and interactions. Learn how to use alerts to display dynamic content specific to member records on your staff site. We'll even talk about other creative ways to use alerts on the staff site to help your staff maintain good data hygiene and more!

Presenter: Angelia Moore, CiP, CiA, CSM, CSPO, aks solutions
iMIS Versions:
iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300)
Category
Friday
Track
Technical • Product
Time
2:15 PM - 3:15 PM
2:15 PM
Would you like to include an RSS feed, or making a YouTube video available? Maybe you want to use maps, or have handy shortcuts or a progress tracker to manage goals. Maybe you want to show staff a red background on a profile that has been marked for deletion so they don't use that record or bright orange to highlight your current board members. In this session, we will share tips and tricks for adding nifty small items in iMIS websites that provide a big return for your users and members!

Presenter: Keith Williams, American Association for Marriage & Family Therapy, Tom Walker, Association Dynamics, Robert Lane, MBA, Ph.D, CiP, Lane Services, LLC & Angelia Moore, CiP,CiA,CSM,CSPO, aks Solutions
iMIS Versions:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Category
Friday
Track
Technical • Product
Time
3:30 PM - 4:30 PM
3:30 PM

Sign In