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2020 NiUG Tech & User Summit

The 2020 NiUG Tech & User Summit is your chance to jump start your career with the tools, strategies, training, and connections you need to advance both your career and your organization.  With more hands-on training than ever, we will give you the knowledge and tools you need - - to BE THE CHANGE within your organization before leaving the event!

PRE-CONFERENCE TRAINING 

You MUST select your class(es) for your enrollment to be complete. Please note, space is limited and once a class is full, it cannot be added.

Half Day Training: Choose one 3.5 hour class.  •  Full Day Training: Choose one 6 hour class or two 3.5 hour classes.

PRICING - (to preview all pricing click HERE to download a registration form and to review the agenda in print form or to print the full agenda, click HERE!)

Breakfast, lunch, &  coffee breaks are included in your registration.

Early Bird Rates end 02/28/20 • Regular Rates end 03/20/20

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

CANCELLATION POLICY
All cancellations require a written request and can be sent to membership@niug.org. In order to receive a refund (minus a $50 administrative fee), all requests must be received on or before April 6, 2020. 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.

COVID-19 UPDATE
For any information or statements surrounding the effects of COVID-19 to the planning of this event, please click here.  We will make any necessary communications through this link as well as the main navigation link on the event home page.  If swift communication is needing to be sent we will use direct email to each attendee registered for the event. 


Be sure to save responses to the questions below to complete checkout.
When
4/27/2020 8:00 AM - 4/29/2020 5:00 PM
Where
New Orleans Marriott 555 Canal Street New Orleans, LA 70130

Program

   

Monday, 27 April 2020

 
Registration prices include: Breakfast (if attending a morning session), lunch, breaks, WiFi access, and connection to a test database (if attending a workshop). Laptops are recommended for Hands-On Sessions only but not mandatory. If you bring your laptop, be sure it can connect to wireless internet and has remote desktop capability.
Time
7:00 AM - 4:30 PM
7:00 AM

Registration opens shortly before breakfast at 7:30 am.
Category
Monday
Track
Registration
Time
7:00 AM - 4:30 PM
7:00 AM

Grab breakfast and, visit exhibitors and/or mingle with your fellow classmates before the start of a great day of learning.
IMPORTANT: Please help us prevent the waste of excess food - if you will NOT be joining us for breakfast please REMOVE this function from your itinerary!
Category
Monday
Track
Networking
Time
7:30 AM - 8:25 AM
7:30 AM

Class Format: Half-Day, Hands-On Workshop and Lecture  If you are new to iMIS, or just need a refresher course on the basics, this class is for you. Join us for a walk-through of the staff site, exploring the modules and how they work together to help your organization achieve its data collection and data engagement goals. BEGINNER/INTERMEDIATE SKILL LEVEL
Category
Monday
Track
Product
Time
8:30 AM - 12:00 PM
8:30 AM

Class Format: Half-Day, Hands-On Workshop and Lecture A hands-on session to familiarize yourself with fundamental and useful tools of iMIS Business Objects and queries. Follow along as this session will walk you through the process of finding the data in existing Business Objects and using them to create your own queries in IQA. You will also be linking Business Objects together for an in-depth view of standard iMIS fields and your custom data to create your own essential elements of iMIS. ALSO: Take IQAs created in this session to the next level with the follow-up session "Introduction to SSRS". BEGINNER SKILL LEVEL
Category
Monday
Track
Product • Technical
Time
8:30 AM - 12:00 PM
8:30 AM

Class Format: Half-Day, Hands-On Workshop and Lecture  This hands-on session will cover the basic concepts of combining standard RiSE pages with JavaScript, CSS and HTML to solve some of those issues you may be struggling with. Just because "iMIS doesn't do that" doesn't always mean *you* can't. Cloud clients welcome, no direct access to the server necessary. ADVANCED SKILL LEVEL
Category
Monday
Track
Technical
Time
8:30 AM - 12:00 PM
8:30 AM

Category
Monday
Track
Networking
Time
10:00 AM - 10:20 AM
10:00 AM

Grab lunch and mingle with your fellow classmates or visit with exhibitors before heading back into training or heading home.
IMPORTANT: Please help us prevent the waste of excess food - if you will NOT be joining us for lunch please REMOVE this function from your itinerary!
Category
Monday
Track
Networking
Time
12:00 PM - 12:55 PM
12:00 PM

Class Format: Half-Day, Hands-On Workshop and Lecture  If you are in charge of events, data entry of event registrations or need a refresher or better understanding of all the new functionality of iMIS events, this is the class you don't want to miss. Join us as we take you from A-Z - event configuration, registrations, event definition templates, pricing and more!   BEGINNER/INTERMEDIATE SKILL LEVEL
Category
Monday
Track
Product
Time
1:00 PM - 4:30 PM
1:00 PM

Class Format: Half-Day, Hands-On Workshop and Lecture Gain firsthand experience with taking exisitng IQA queries and creating stunning SSRS reports for utilization throughout the RiSE platform. In addition, we'll be looking at a commonly utilized Crystal report and walk through the process of converting that into SSRS. If you were in the morning IQA session, use those building-block IQAs and build out a new SSRS report! BEGINNER/INTERMEDIATE SKILL LEVEL
Category
Monday
Track
Product • Technical
Time
1:00 PM - 4:30 PM
1:00 PM

Class Format: Half-Day, Hands-On Workshop and Lecture Take a deep dive into the iMIS REST API and building Client Side iParts with lots of examples built in javascript and Angular. This in-depth look at the API endpoints will show you how to use them in your custom projects. This session will include: how to setup configuration settings, how to create deployable zip packages, the differences between 20.2 and 2.3 and how to choose between Javascript or a JS framework. Targeted at developers, we will be building a client side iPart in Angular step by step, from start to finish, plus looking at lots of code examples. ADVANCED SKILL LEVEL
Category
Monday
Track
Product • Technical
Time
1:00 PM - 4:30 PM
1:00 PM

Category
Monday
Track
Networking
Time
3:00 PM - 3:20 PM
3:00 PM

Wish you could work on a project after learning all of this new information? Well, you can! Take an hour after the final training session of the day and hang out with all the instructors and get some one on one help with a project you want to start on while what you learned is fresh on your mind!
Category
Monday
Time
4:30 PM - 5:30 PM
4:30 PM

Unwind and enjoy a drink and some food while meeting your fellow iMIS users, exhibitors, sponsors, and NiUG staff! Compliments of the Exhibitors and Sponsors of the 2020 NiUG Tech & User Summit (Note: times may change.)
NOTE: Only NiUG Sponsors participating in sponsoring this reception and iMIS Users are allowed entry to this event.
Category
Monday
Track
Networking
Time
6:30 PM - 8:00 PM
6:30 PM

Tuesday, 28 April 2020

 
Registration opens shortly before breakfast at 7:30 am.
Category
Tuesday
Track
Registration
Time
7:00 AM - 4:00 PM
7:00 AM

Grab breakfast and meet one-on-one with our partners & exhibitors poised to move your organization forward.
IMPORTANT: Please help us prevent the waste of excess food - if you will NOT be joining us for breakfast please REMOVE this function from your itinerary!
Category
Tuesday
Track
Networking
Time
7:30 AM - 8:25 AM
7:30 AM

Category
Tuesday
Track
General Session
Time
8:30 AM - 9:00 AM
8:30 AM

Category
Tuesday
Track
Opening Keynote
Time
9:00 AM - 10:00 AM
9:00 AM

Category
Tuesday
Track
Networking
Time
10:00 AM - 10:25 AM
10:00 AM

This advanced session will focus on Process Automation Plus, available through ASI (additional licensed module needed to use it at your organization). We will take a deep dive into how to use it beyond the usual needs of automation. We will show you the "how-to" of sending alerts and engagement alerts, application processes, create more member touch points to increase retention and various other methods being utilized by the user community.  Prerequisite: You should already have a full understanding of how to set up simple processes through iMIS before taking this hands-on advanced session. ADVANCED SKILL LEVEL
Category
Tuesday
Track
Product • Technical
Time
10:30 AM - 12:00 PM
10:30 AM

Don't let terms like data analytics and Business Intelligence (BI) scare you away. Even an out-of-the-box dashboard can help you visualize and analyze your data. In this session, we will look at the whole spectrum from a RiSE dashboard to a glimpse of the advanced options. This session will give you a sense of what you can do today and what you can do to set yourself on the course for even more in the future. BEGINNER/INTERMEDIATE SKILL LEVEL
Category
Tuesday
Track
Best Practices • Technical
Time
10:30 AM - 12:00 PM
10:30 AM

Learning IQA does not have to be difficult, in fact, in 90 minutes you will learn enough to bring you the knowledge to start reporting on data, tweak existing reports and to be able to better understand where to find your data. Join us for a demonstration of the fundamentals for creating IQAs and learn how to copy and modify existing queries to provide tailored information for your staff and members. BEGINNER SKILL LEVEL
Category
Tuesday
Track
Best Practices • Product
Time
10:30 AM - 12:00 PM
10:30 AM

Join us for lunch and keep up your energy to make it through the rest of the day!
IMPORTANT: Please help us prevent the waste of excess food - if you will NOT be joining us for lunch please REMOVE this function from your itinerary!
Category
Tuesday
Track
Networking
Time
12:00 PM - 12:55 PM
12:00 PM

This session for beginners will help you to understand how Process Automation and Process Automation + can be used to let iMIS do things rather than your staff. From sending emails to attendees with additional information, to notifying staff of changes to iMIS or actions taken by users, to even updating information based on actions (ex. adding people to a committee when they select a checkbox in a user-defined panel). You can have iMIS manage those routine tasks to help free up their time to focus on the bigger picture for your organization. BEGINNER/INTERMEDIATE SKILL LEVEL
Category
Tuesday
Track
Product
Time
1:00 PM - 1:55 PM
1:00 PM

Soon the iMIS desktop will fade into history. During this session, we will show how common tasks are now handled in the staff site. We will also highlight features that facilitate membership, event and financials management. BEGINNER SKILL LEVEL
Category
Tuesday
Track
Best Practices • Product
Time
1:00 PM - 1:55 PM
1:00 PM

The iMIS REST API: what is it and what can you do with it? This is a perfect session for those that would like to learn more about the iMIS REST API. We will show you many examples to help you better understand how it works, including: what’s new in 20.4 vs 20.2, things to know before moving to the Cloud and examples of Client Side iParts vs. external applications. ADVANCED SKILL LEVEL
Category
Tuesday
Track
Product • Technical
Time
1:00 PM - 1:55 PM
1:00 PM

What is an online community? Why should I look at setting one up? Where do I begin?  Whether you're looking at the iMIS Communities module, Higher Logic or another community platform, there are steps you can take to ensure the best experience for your constituents. Our presenters will share their trials and tribulations, best practices, things to think about, and tips and tricks. We will share ideas from those who've already started the journey and have launched a community with iMIS, what you need to get started and how can you provide a useful tool to for members and staff alike. BEGINNER SKILL LEVEL
Category
Tuesday
Track
Product
Time
2:00 PM - 2:55 PM
2:00 PM

Branding is key when it comes to rolling out new products, services, events and more. However, microsites are not always the answer to bolster your brand. Learn what a microsite is, how it can help you and what you need to consider before you start down this path. Do you give it it's own domain? What security do you need and finally, how do we get people there to make it successful? ALL SKILL LEVELS
Category
Tuesday
Track
Best Practices
Time
2:00 PM - 2:55 PM
2:00 PM

Gone are the days of needing to learn SQL maintenance plans and triggers, but SQL can still be used in iMIS - even for cloud users! Learn how SQL functions, common table expressions, and more, can help extend IQA, business objects and SSRS reporting. Prerequisite: Intermediate knowledge of IQA and/or SSRS reporting. SQL knowledge not required but will be helpful. ADVANCED SKILL LEVEL
Category
Tuesday
Track
Product • Technical
Time
2:00 PM - 2:55 PM
2:00 PM

Category
Tuesday
Track
Networking
Time
2:55 PM - 3:10 PM
2:55 PM

Business Intelligence is the ability to track trends and illustrate how those trends will continue as time goes on through analysis of your past and current data. It allows you to see real, quantifiable results and can help you to determine what the future impact is for your organization. During this session, we will show you what some of the main components are that are being measured within the association space, how they are being measured, and what these trends and metric results can yield. ADVANCED SKILL LEVEL
Category
Tuesday
Track
Technical
Time
3:15 PM - 4:10 PM
3:15 PM

Your staff have unique needs when searching for data and with iMIS, you can help accommodate your staff. We will show you how to easily add new options and customize the out-of-the-box search options to meet your staff's needs. INTERMEDIATE SKILL LEVEL
Category
Tuesday
Track
Best Practices • Product
Time
3:15 PM - 4:10 PM
3:15 PM

You've navigated the EU's GDPR, now privacy is coming State side. California's privacy act is here, with more States looking to follow. What does this mean for communications with members located there, how does this impact your marketing campaigns and what are the penalties for non-compliance? ALL SKILL LEVELS
Category
Tuesday
Track
Best Practices
Time
3:15 PM - 4:10 PM
3:15 PM

Are you a database administrator or developer attending this conference to get advanced knowledge of iMIS/RiSE or other areas surrounding technology? Before you go back to the office, come to this session and help out others like you, OR have one of our AiSP/AiCs help you get your issues worked out! This never-been-offered workshop was developed just for you and you will be advised by some of the industry's top talent! ADVANCED SKILL LEVEL
Category
Tuesday
Track
Product • Technical
Time
4:15 PM - 5:15 PM
4:15 PM

Imagine creating an online experience that increases customer satisfaction for your members! What if we could combine social media accounts and iMIS accounts, making it easier for members to keep track of multiple usernames and passwords? Wouldn’t it be fantastic if we could share our website content right out to our social media platforms and across the web? With iMIS, you CAN do these things - come see how in this session which will help you build a strong social media presence for your organization.  ALL SKILL LEVELS
Category
Tuesday
Track
Best Practices
Time
4:15 PM - 5:15 PM
4:15 PM

Don't wait until you get home to try what you have learned today - take a seat and work on it NOW! Work it out with the help of other iMIS professionals on standby to help you! Did you learn something today but are a little fuzzy on exact details? Or are you stuck on a problem you've been having but just can't figure out the answer? Let us help you! Whether you learned it today or had the issue before you came to the conference, we can give you the help you need. BEGINNER/INTERMEDIATE SKILL LEVEL
Category
Tuesday
Track
Product • Technical
Time
4:15 PM - 5:15 PM
4:15 PM

Wednesday, 29 April 2020

 
Registration opens at 7:00 am.
Category
Wednesday
Track
Registration
Time
7:00 AM - 3:00 PM
7:00 AM

Grab breakfast and be sure to check out the exhibit tables to see what great products and services are available to use with iMIS!
IMPORTANT: Please help us prevent the waste of excess food - if you will NOT be joining us for breakfast please REMOVE this function from your itinerary!
Category
Wednesday
Track
Networking
Time
7:30 AM - 8:25 AM
7:30 AM

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. Features 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! ADVANCED SKILL LEVEL
Category
Wednesday
Track
Product • Technical
Time
8:30 AM - 9:25 AM
8:30 AM

There is a lot more to Committees than just entering an ID, position and term dates. Learn how to leverage the various fields like description, web-enabled and committee subgroups to create dynamic website pages that can be maintained with just editing the information in the committee set-up and without the need to edit a RiSE content record. Learn about ranking committee positions and how to sort your committee members by rank, how to create secure pages that only current committee members can access, how to follow a member through each stage of the committee cycle from applicant to proposed to committee and learn the best way to handle committee members as they change positions on a single committee. BEGINNER SKILL LEVEL
Category
Wednesday
Track
Best Practices
Time
8:30 AM - 9:25 AM
8:30 AM

Financial transactions can be a challenge - from identifying what went wrong with an entry or why a batch is out of balance, to finding the correct solution. In this session, we will discuss what tools and reports are available to identify problems and show best practices for correcting them. INTERMEDIATE SKILL LEVEL
Category
Wednesday
Track
Best Practices • Product
Time
8:30 AM - 10:25 AM
8:30 AM

If your organization is planning to move to iMIS Cloud or planning to upgrade, it's always a best practice to re-evaluate customizations and integrations to determine if they're still necessary or if there are other ways to accomplish the same result using new, out-of-the-box functionality. Learn how an organization evaluated their customizations and how they moved to using integral iMIS functionality, what organization-wide discussions were necessary, the challenges they faced and how they got buy-in from staff for the changes. INTERMEDIATE/ADVANCED SKILL LEVEL
Category
Wednesday
Track
Best Practices • Technical
Time
9:30 AM - 10:25 AM
9:30 AM

This session is intended to be an extension of the Monday training class, with a focus on *your* projects and road blocks. Working on something and need a second set of eyes to get it done? Or maybe you have a great idea but don't know where to start - bring the work and ask your questions! This 2-hour session has been divided into two parts. Be sure to continue with this session at 10:50 after your quick beverage break! ADVANCED SKILL LEVEL
Category
Wednesday
Track
Product • Technical
Time
9:30 AM - 10:25 AM
9:30 AM

Track
Networking
Time
10:25 AM - 10:45 AM
10:25 AM

Your C-Suite executives don't typically know iMIS like the staff who are using it day in and day out. They know what they want and when they need it - by the way, get it to them yesterday! So why not set up an iMIS dashboard to save yourself time and stress to give them what they need with one push of a button OR make it easy for them to get it themselves? Join us for this session to see examples of how some users are doing just that! ALL SKILL LEVELS
Category
Wednesday
Track
Product
Time
10:50 AM - 11:45 AM
10:50 AM

For more than 25 years, your iMIS software has evolved to embrace technology trends for the benefit of your organization. As we enter a new decade, iMIS Cloud and iMIS 2020 are the next evolution of your Engagement Management Systems. What do you need to know to prepare to move to the cloud? If you are not ready for the cloud, are you at least ready for iMIS 2020? Did you know that your cloud-readiness factor is as important to you as an essential planning tool for your traditional iMIS upgrade to iMIS2020? You will not want to miss this session!  ALL SKILL LEVELS
Category
Wednesday
Track
Best Practices
Time
10:50 AM - 11:45 AM
10:50 AM

Hopefully you sat in on Part 1 of this two hour session prior to our beverage break. If so, continue to dive in to this informative session on RiSE. Intended to be an extension of the Monday training class, with a focus on *your* projects and road blocks. Working on something and need a second set of eyes to get it done? Or maybe you have a great idea but don't know where to start; bring the work and ask your questions! ADVANCED SKILL LEVEL
Category
Wednesday
Track
Product • Technical
Time
10:50 AM - 11:45 AM
10:50 AM

Grab some lunch and meet one-on-one with our partners and exhibitors poised to move your organization forward.
IMPORTANT: If you are NOT planning on eating lunch with us today due to departing early, please help us prevent the waste of excess food please REMOVE this function from your itinerary!
Category
Wednesday
Track
Networking
Time
11:50 AM - 12:55 PM
11:50 AM

Do you have unanswered questions relating to anything and everything iMIS or RiSE related? Maybe a question about association technology? How about configuration issues you've been experiencing or perhaps a need for a product that can make iMIS work more effectively or efficiently to save staff time, money, and stress? Join our Panel of "Super Users" and "iMIS/RiSE Professionals" to get those questions answered so you can be free of roadblocks! Please post your question or frustration on what you are trying to accomplish, and we will get you the answers you are looking for during this hour-long session. Your questions can be anything iMIS/RiSE/Technology or iMIS Module-specific. Go home with the answers you need to move forward! BEGINNER/INTERMEDIATE/ADVANCED SKILL LEVEL
Category
Wednesday
Track
Product • Technical
Time
1:00 PM - 1:55 PM
1:00 PM

Business objects are the components that expose your data to you in both the Panel Editor iParts (your data forms) and in your IQAs.  By modifying or creating your own custom Business Objects, you can control things like how the data is displayed and even customize the parameter values for your IQAs to show a filtered list of values for lookups. In the future, advanced features of Business Object design will be included in iMIS Cloud and iMIS2020. Allowing for additional join options and the new Expression Builder tool to create custom properties will help you meet your iMIS technology needs in the new web-based versions of IMIS. ADVANCED SKILL LEVEL
Category
Wednesday
Track
Product • Technical
Time
1:00 PM - 1:55 PM
1:00 PM

This session is meant to show you how to obtain multi-layered data in one IQA. We will show you joins, run-time parameters, dynamic filters and more. You will be able to understand these to create queries that pull the data you need and the data you trust. INTERMEDIATE SKILL LEVEL
Category
Wednesday
Track
Product
Time
1:00 PM - 3:00 PM
1:00 PM

Tired of the same old formulaic RiSE templates? Are you looking to break away from the template mold and create a custom and mobile-friendly website that best fits your member and user needs? If you're on iMIS 2017 or higher then you can! With the layout manager that is included in the new RiSE Theme Builder, we will show you how you can easily create your own unique layouts similar to the content layouts in RiSE and combine it with CSS to create a truly unique website. There is no limit to the number of layouts - and web templates - you can create! ADVANCED SKILL LEVEL
Category
Wednesday
Track
Product • Technical
Time
2:00 PM - 3:00 PM
2:00 PM

You've heard about what dashboards can do and how some organizations are incorporating them into their iMIS events, customers and fundraising. They are also developing reports and graphs of data housed within iMIS, but in a more visually appealing scenario than a simple report. We will discuss the thought process of what goes into a dashboard and why, what metrics should you be looking at, how to discover what is important to your organization and most importantly, how to get started. ALL SKILL LEVELS
Category
Wednesday
Track
Best Practices
Time
2:00 PM - 3:00 PM
2:00 PM