YOUR PATHWAY TO BECOMING AN iMIS INSIDER - NiUG · dashboards. Take the techniques learned in this course directly to your staff site and walk away knowing how to add useful/functional

YOUR PATHWAY TO BECOMING

AN iMIS INSIDER

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WelcomeNiUG ConferenceAustin, TX - May 15-17, 2019

Schedule At-A-Glance

Session Details

10

4

Welcome to the 2019 NiUG Austin Conference! Take

the time to review all the details within our conference

guide, so you can make the most of your learning

experience... see why participation in NiUG events will

help you become an “iMIS Insider”!

4 YOUR PATHWAY TO BECOMING AN iMIS INSIDER

PRE-CONFERENCE TRAINING

Wednesday May 15, 2019

REGISTRATION7:30 AM - 4:00 PMLocation: Primrose FoyerREGISTRATION

NETWORKING8:00 AM - 8:55 AMLocation: Primrose CNiUG NETWORKING BREAKFAST AND EXHIBITOR SHOWCASE

HANDS-ON LECTURE

8:30 AM - 12:00 PMLocation: Lantana A/BDASHBOARD BASICS

TRACK: TECHNICAL

LEVEL: •

HANDS-ON LECTURE

8:30 AM - 12:00 PMLocation: Plumeria A/BSSRS AND THE FUTURE OF REPORTS IN iMIS

TRACK: TECHNICAL

LEVEL: •

HANDS-ON LECTURE

9:00 AM - 4:00 PMLocation: Primrose AGETTING STARTED WITH iMIS 20

TRACK: GENERAL

LEVEL: •

HANDS-ON LECTURE

9:00 AM - 4:00 PMLocation: Primrose BCONFIGURING MEMBERSHIP JOINS AND RENEWALS FROM A TO Z!

TRACK: PRODUCT

LEVEL: •

NETWORKING10:00 AM - 10:20 AMLocation: Primrose CNiUG NETWORKING BREAK AND EXHIBITOR SHOWCASE

NETWORKING12:00 PM - 12:55 PMLocation: Primrose CNiUG NETWORKING LUNCH

HANDS-ON LECTURE

1:00 PM - 4:30 PMLocation: Lantana A/BSETTING UP YOUR DASHBOARDS TO DELIVER REAL TIME DATA

TRACK: TECHNICAL

LEVEL: •


SEE PAGE 5 FOR THE

TRACK AND SKILL LEVELS

LEDGER

5NiUG Conference - Austin, TX - May 15-17, 2019




HANDS-ON LECTURE

1:00 PM - 4:30 PMLocation: Plumeria A/BTAKE YOUR SSRS REPORTS TO THE WEB!

TRACK: TECHNICAL

LEVEL: •

NETWORKING2:30 PM - 2:50 PMLocation: Primrose CNiUG NETWORKING BREAK AND EXHIBITOR SHOWCASE

NETWORKING4:45 PM - 5:30 PMLocation: Primrose CSPEED NETWORKING

SKILL LEVELS LEDGER• = BEGINNER

• = INTERMEDIATE

• = ADVANCED

• • • = ALL SKILL LEVELS

TRACK LEDGER

= TECHNICAL

= GENERAL

= PRODUCT

= BEST PRACTICES


USER’S CONFERENCE

Thursday May 16, 2019



NETWORKING8:00 AM - 8:55 AMLocation: Primrose C & Foyer AreaNiUG NETWORKING BREAKFAST AND EXHIBITOR SHOWCASE

GENERAL SESSION

9:00 AM - 9:20 AMLocation: Primrose CWELCOME TO AUSTIN

GENERAL SESSION

9:25 AM - 10:25 AMLocation: Primrose COPENING SESSION - iMIS FEATURES AND PRODUCT PATH

NETWORKING10:25 AM - 10:55 AM Location: Primrose C & Foyer AreaNiUG NETWORKING BREAK AND EXHIBITOR SHOWCASE

BREAKOUT11:00 AM - 12:00 PM Location: Primrose A/BTHE END IS NIGH... PREPARING FOR CHANGE

TRACK: PRODUCT

LEVEL • • •

BREAKOUT11:00 AM - 12:00 PMLocation: Plumeria A/BSHOW ME THE MONEY - PROCESSES IN ACTION!

TRACK:BEST

PRACTICES

LEVEL • • •

BREAKOUT

11:00 AM - 12:00 PMLocation: Lantana A/BYOUR DATA, YOUR WAY, USING THE iMIS RiSE PANEL DESIGNER

TRACK: TECHNICAL

LEVEL: •

NETWORKING12:00 PM - 12:55 PMLocation: Primrose CNiUG NETWORKING LUNCH/DISCUSSIONS

BREAKOUT1:00 PM - 2:30 PMLocation: Lantana A/BWHAT IS THAT iPART?

TRACK: GENERAL

LEVEL: •


USER’S CONFERENCE



BREAKOUT

1:00 PM - 2:30 PMLocation: Primrose A/BiMIS SETTINGS -- WHERE ARE THEY AND WHAT CAN THEY DO?

TRACK: PRODUCT

LEVEL: •

BREAKOUT1:00 PM - 2:30 PMLocation: Plumeria A/BSSRS -- CHARTS AND GRAPHS

TRACK: TECHNICAL

LEVEL: •

NETWORKING2:30 pm - 2:55 pmLocation: Primrose C & Foyer AreaNiUG NETWORKING BREAK AND EXHIBITOR SHOWCASE

BREAKOUT3:00 PM - 4:00 PM Location: Lobby Area - Meet for TransportASI SITE TOUR

TRACK: GENERAL

LEVEL: • • •

BREAKOUT3:00 PM - 4:00 PMLocation: Primrose A/BEASY CUSTOMIZATION TIPS FOR YOUR STAFF SITE

TRACK: GENERAL

LEVEL: •

BREAKOUT3:00 PM - 4:00 PMLocation: Plumeria A/BMEET YOUR MEMBERS’ EXPECTATIONS!

TRACK: GENERAL

LEVEL: • • •

BREAKOUT4:05 PM - 5:05 PMLocation: Primrose A/BIQA -- WHAT’S YOUR QUERY

TRACK: PRODUCT

LEVEL: • • •

BREAKOUT4:05 PM - 5:05 PMLocation: Lantana A/BBRING IT IN!

TRACK: TECHNICAL

LEVEL: •

BREAKOUT4:05 PM - 5:05 PMLocation: Plumeria A/BORDER UP!

TRACK: GENERAL

LEVEL: •

NETWORKING5:15 PM - 6:00 PMLocation: Primrose CSPEED NETWORKING

NETWORKING6:30 PM - 9:30 PMLocation: TBDNiUG AND SPONSOR NETWORKING RECEPTION


USER’S CONFERENCE

Friday May 17, 2019



NETWORKING8:00 AM - 8:55 AMLocation: Primrose C and Foyer AreaNiUG NETWORKING BREAKFAST AND EXHIBITOR SHOWCASE

BREAKOUT

9:00 AM - 10:30 AMLocation: Primrose A/BSTAFF SITE EFFICIENCIES-MAKING ALERTS MORE USEFUL!

TRACK: TECHNICAL

LEVEL: •

BREAKOUT

9:00 AM - 10:30 AMLocation: Lantana A/BSTREAMLINE MEMBERSHIP (AND MORE) IN A NOT-SO-PAPERLESS WORLD

TRACK:BEST

PRACTICES

LEVEL • • •

BREAKOUT

9:00 AM - 10:30 AMLocation: Plumeria A/BMANAGE RENEWAL REMINDER AND THANK YOU EMAILS IN THE STAFF SITE

TRACK: PRODUCT

LEVEL: •

NETWORKING10:30 AM - 10:55 AMLocation: Primrose C & Foyer AreaNiUG NETWORKING BREAK AND EXHIBITOR SHOWCASE

BREAKOUT11:00 AM - 12:00 PM Location: Lobby Area - Meet for TransportASI SITE TOUR

TRACK: GENERAL

LEVEL: • • •

BREAKOUT11:00 AM - 12:00 PM Location: Lantana A/BMANAGING DUPLICATE RECORDS IN iMIS

TRACK:BEST

PRACTICES

LEVEL •


USER’S CONFERENCE

Friday May 17, 2019


BREAKOUT

11:00 AM - 12:00 PMLocation: Plumeria A/BAUTOMATE IT! MOVING TO PROCESS AUTOMATION PLUS

TRACK: PRODUCT

LEVEL: •

NETWORKING12:00 PM - 12:55 PMLocation: Primrose CNiUG NETWORKING LUNCH/DISCUSSIONS

BREAKOUT1:00 PM - 2:15 PMLocation: Primrose A/BiMIS TIPS AND TRICKS THAT OFFER A BIG RETURN

TRACK: TECHNICAL

LEVEL: •

BREAKOUT

1:00 PM - 2:15 PMLocation: Lanttana A/BMEMBER RETENTION-KEEPING MEMBERS AND SUBSCRIBERS FOR THE LONG TERM

TRACK:BEST

PRACTICES

LEVEL • • •

BREAKOUT

1:00 PM - 2:15 PMLocation: Plumeria A/BIT’S NOT $IMPLE! COMPLEX EVENTS AND DUES PRICING

TRACK: PRODUCT

LEVEL •

BREAKOUT

2:20 PM - 3:20 PMLocation: Plumeria A/BIMPLEMENTING SECURITY INTO YOUR iMIS STAFF SITE

TRACK: TECHNICAL

LEVEL: •

BREAKOUT2:20 PM - 3:20 PMLocation: Primrose A/BDASHBOARD BASICS

TRACK: PRODUCT

LEVEL •

BREAKOUT

2:20 PM - 3:20 PMLocation: Lantana A/BBRANDING OUT OF THE BOX DOCUMENTS FOR YOUR ORGANIZATION

TRACK: GENERAL

LEVEL: •

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YOUR PATHWAY TO BECOMING AN iMIS INSIDER



DASHBOARD BASICSINSTRUCTORS: Matthew Dempsey, Brandi Barber, Elizabeth Wojchik | Computer System Innovations

So you want a dashboard? Preparation is key! Become familiar with the iParts commonly used to build dashboards. Learn how IQA’s work hand in hand with the iParts. Review the elements of a successful dashboard. What questions do you need to answer before you begin building?

Prerequisite: Basic understanding of IQA.

Time: 8:30 AM - 12:00 PM

Location: Lantana A/B

Track: Technical

Level: Beginner

Type: Hands-on/Lecture

SSRS AND THE FUTURE OF REPORTS IN iMISINSTRUCTORS: John Nicoletta | C Systems Global & Keith Williams | AAMI

Have you heard that iMIS is moving to SSRS from Crystal for reporting? Using available SQL Data Tools: SSRS, SSMS, SSDT, expand your skillset with reporting within the iMIS RiSE platform. Write SSRS reports from scratch or modify existing reports and add them to the Staff site or your Member site(s). Unleash the reporting power with data/layout formatting, grouping data and more!

Prerequisites: Attendees should have some understanding of SQL query writing and basic iMIS data structure.

Time: 8:30 AM - 12:00 PM

Location: Plumeria A/B

Track: Technical

Level: Intermediate


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NiUG Conference - Austin, TX - May 15-17, 2019



GETTING STARTED WITH iMIS 20INSTRUCTOR: Angelia Moore | AKS Solutions

Just starting with iMIS and need to understand the basics? Join us for a walk through of the Staff site, as well as what is needed on the Desktop also referred to as the Advanced Accounting Console.

No prerequisites required!

Time: 9:00 AM - 4:00 PM

Location: Primrose A

Track: General

Level: Beginner


CONFIGURING MEMBERSHIP JOINS AND RENEWALS FROM A TO Z!INSTRUCTORS: Stacey Muellner & Terry Hammond | enSYNC Corporation

Join us (get it?) as we learn everything about how to setup your iMIS online join and renewal web pages! You will learn how to set up dues products, a dues billing cycle, the online forms and more! We’ll discuss best practices and work flow for generating and delivering dues bills to your members, as well as dashboards and process automation tasks that already exist to build efficiencies for your staff that have to manage the entire process!

TIme: 9:00 AM - 4:00 PM

Location: Primrose B

Track: Product

Level: Intermediate


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SETTING UP YOUR DASHBOARDS TO DELIVER REAL TIME DATAINSTRUCTOR: Brent Sitton | Association Technology Solutions

You know what you want and know the tools; let’s put them to action. Learn to build more complex dashboards using different layout options and how to link dashboards together. Open your mind to the possibilities of public dashboards for members or boards and the importance of securing the dashboard.

Prerequisites: have a thorough understanding of the following: IQAs, iParts commonly used with dashboards, using RiSE to build content and navigation.

Time: 1:00 PM - 4:30 PM


Track: Technical

Level: Intermediate


TAKE YOUR SSRS REPORTS TO THE WEB!

PRESENTER: Tina Haglund | enSYNC Corporation

Creating SSRS reports is one thing, putting these reports into your RiSE environment and incorporating in a series of dashboards is taking it to the next level! Learn how you can take the fundamental SSRS reports and give them a makeover - from adding graphics and varying charts to hyperlinking data sets to sub reports/dashboards. Take the techniques learned in this course directly to your staff site and walk away knowing how to add useful/functional reports to improve your decision-making capabilities.

Prerequisites: Attendees should have knowledge of SSRS reporting basics and RiSE CMS management practices.

Time: 1:00 PM - 4:30 PM


Track: Technical

Level: Advanced




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SPEED NETWORKINGSpecifically designed to allow iMIS users a fun, fast, and entertaining way to meet fellow users; speed networking is a fresh way to build your contacts in a time efficient manner. Join us for this fast-paced session to meet as many people as possible, make new connections and continue your networking over the next two days.

TIme: 4:45 PM - 5:30 PM

Location: Primrose C

Track: N/A

Level: N/A

Type: Networking



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USER’S CONFERENCE


THE END IS NIGH... PREPARING FOR CHANGEPRESENTER: Angelia Moore | AKS Solutions

Your staff have mastered “the Desktop” to the point where it is muscle memory. As much as they like to scapegoat iMIS, they may be anxious about the drastic change. This session will cover both the non-technical side of assuaging concerns about change, and the technical side of how to convince your team that the staff site will be able to meet their needs.

TIme: 11:00 AM - 12:00 PM

Location: Primrose A/B

Track: Product

Level: All Skill Levels

Type: Breakout

SHOW ME THE MONEY - PROCESSES IN ACTION!PRESENTER: Robert Lane, MBA, PhD | Lane Services & Melissa Mack | Intuitive Business Concepts & Michelle Balagia | Advanced Solutions Internationa;

Ever wonder what the financial process looks like in the iMIS 2017 Staff Site? Get a firsthand look at how to process dues, orders and events via the staff site. Whether you’re on staff site or getting ready to move to it, this session will give your staff what they need to become comfortable with these financial tasks.

TIme: 11:00 AM - 12:00 PM


Track: Best Practices


Type: Breakout

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USER’S CONFERENCE


YOUR DATA, YOUR WAY, USING THE iMIS RiSE PANEL DESIGNERPRESENTER: Cody Dingus | Beta Theta Pi Foundation & Keith Hunter | Armstrong Enterprise Communications

Let’s talk about how to use the Panel Editor iPart to display and make your custom user defined data accessible on the staff and member’s RiSE Sites! Learn how the business object designer works with the panel editor iPart to display the data the way you need to see it and how to implement change logging, too! Did you know you can add fields from different sources, including fields that allow file uploads and lay them out using a CCO to wizard your members and staff through a data entry process? Lastly, we’ll speak about the business objects where you can find your panel data.

TIme: 11:00 AM - 12:00 PM


Track: Technical

Level: Intermediate

Type: Breakout

WHAT IS THAT iPART?PRESENTER: Mark Granquist | Association Technologies

Do you have a question on a specific iPart in the Content Type Gallery? Are you wondering how to make that Data Showcase iPart work? Here’s an opportunity to learn more about that sneaky configuration setting and what exactly you CAN do with some of the more complex and/or lesser known iParts.

Interested in a specific iPart? Enter your iPart of interest when registering and the top choices will be covered in this session.

TIme: 1:00 PM - 2:30 PM


Track: General

Level: Beginner

Type: Breakout

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iMIS SETTINGS -- WHERE ARE THEY AND WHAT CAN THEY DO?PRESENTER: Doug Morris | Computer System Innovations

Settings for iMIS/websites, both public and staff, extend beyond the desktop controls to also handle website management. In this session we will provide an overview of where the various controls are located in settings and discuss how they impact the website’s look and functionality.

TIme: 1:00 PM - 2:30 PM


Track: Product

Level: Intermediate

Type: Breakout

SSRS -- CHARTS AND GRAPHSPRESENTER: Keith Williams | AAMI

If you knew how to do charts in Crystal, but have no idea how to do it in SSRS, this is the session for you. Join us as we dive into taking an ordinary report and make it visually appealing through the use of a chart or graph. In addition, we will also give you an inside look into the newest features of iMIS designed to help you with reporting.

TIme: 1:00 PM - 2:30 PM


Track: Technical

Level: Advanced

Type: Breakout

USER’S CONFERENCE


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ASI SITE TOUREver wonder how the Advanced Solutions staff and development teams operate? Join us and see the “behind the scenes action” first hand, as well as meeting some of the ASI staff in person.

TIme: 3:00 PM - 4:00 PM

Location: Offsite - Road Trip!

Track: General


Type: Breakout

EASY CUSTOMIZATION TIPS FOR YOUR STAFF SITEPRESENTERS: Christine Smith | Bursting Silver & Brenda Barnhart | RSM US LLP & Keith Williams | AAMI & Kieth Hunter | Armstrong Enterprise Communications

Staff site customization can take planning and time to implement. However, there are also quick ways to add user friendly features that your staff will appreciate. This session will demonstrate a few of those ideas, including how to add search fields to find contacts, adding the recent history iPart to a dashboard, using content HTML to provide quick links to frequently referenced websites or documents, displaying key data integrity IQA results in an iPart, and more.

TIme: 3:00 PM - 4:00 PM


Track: General

Level: Intermediate

Type: Breakout

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MEET YOUR MEMBERS’ EXPECTATIONS!PRESENTER: Andrea Robertson | Advanced Solutions International

All members and customers are not created equal. Speak to each one individually. Some like e-mail, some like social media, some like to receive print mailings, some like words, some like pictures, some want to find stuff, some want things organized for them and so on. Learn how to allow your customers to tell you how to interact with them and how to make the most of all those personalized communications from print marketing to e-mail newsletters to videos online and see how some iMIS Scoring features can help you pull engagement data together to fine tune your engagement plans.

TIme: 3:00 PM - 4:00 PM


Track: General


Type: Breakout

IQA -- WHAT’S YOUR QUERYPRESENTER: Bruce Wilson | RSM US LLP & Molly Verduzco | Advanced Solutions International

You have seen IQA queries designed by presenters, but in this session, the presenters will be put on the spot to build the IQA that has been flummoxing you.

TIme: 4:05 PM - 5:05 PM


Track: Product


Type: Breakout

USER’S CONFERENCE


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BRING IT IN!PRESENTER: TBD

How do I import new records now that the Import Utility is going away? Learn step by step how to use the iMIS Worksheet Converter Tool and hear what other options are out there for you! We will also explore new tools coming available in future iMIS releases.

TIme: 4:05 PM - 5:05 PM


Track: Technical

Level: Intermediate

Type: Breakout

ORDER UP!PRESENTER: John Nicoletta & Keith Perigo | C Systems Global

Do you need an introduction or a refresher on the iMIS orders module? Let’s talk about setup in iMIS 2017 from desktop to product setup on the staff site! Learn how to automate providing your customers with post purchase information! From the customer placing the order to your staff completing the fulfillment of the order, join us to learn the whole process from start to finish!

TIme: 4:05 PM - 5:05 PM


Track: General

Level: Beginner

Type: Breakout

USER’S CONFERENCE


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SPEED NETWORKINGSpecifically designed to allow iMIS users a fun, fast, and entertaining way to meet fellow users; speed networking is a fresh way to build your contacts in a time efficient manner. Join us for this fast-paced session to meet as many people as possible, make new connections and continue your networking over the next day and into the future.

TIme: 5:15 PM - 6:00 PM

Location: Primrose C

Track: N/A

Level: N/A

Type: Networking

NiUG AND SPONSOR NETWORKING RECEPTIONJoin NiUG and participating Sponsors as we welcome you to the NiUG Austin Conference! Enjoy drinks and heavy hors’ devoures while networking with your peers, NiUG staff, and sponsors of this year’s Austin conference.

TIme: 6:30 PM - 9:30 PM

Location: TBD

Track: N/A

Level: N/A

Type: Networking

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STAFF SITE EFFICIENCIES-MAKING ALERTS MORE USEFUL!PRESENTER: Matthew Dempsey, Brandi Barber, Elizabeth Wojchik | Computer System Innovations

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!

TIme: 9:00 AM - 10:30 AM


Track: Technical

Level: Advanced

Type: Breakout

STREAMLINE MEMBERSHIP (AND MORE) IN A NOT-SO-PAPERLESS WORLDPRESENTER: Melissa Mack | Intuitive Business Concepts

iMIS encourages your members to use self-service functionality. Yet some of your key processes might not be built around that paradigm. Using the perspective of a membership and dues billing process, we will show how to optimize your process to get the most out of the staff site.

TIme: 9:00 AM - 10:30 AM




Type: Breakout

USER’S CONFERENCE

Friday May 17, 2019

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MANAGE RENEWAL REMINDER AND THANK YOU EMAILS IN THE STAFF SITEPRESENTER: Mark Granquist | Association Technologies & Stephanie Tisch | C Systems Global

Manage your membership renewal reminders using communication templates and Process Automation Plus. Learn how to setup templates for your reminders and schedule it as a task using PA+. Setup a renewal thank you template that gets sent automatically to anyone who renewed the previous day.

TIme: 9:00 AM - 10:30 AM


Track: Product

Level: Intermediate

Type: Breakout

ASI SITE TOUREver wonder how the Advanced Solutions staff and development teams operate? Join us and see the “behind the scenes action” first hand, as well as meeting some of the ASI staff in person.

TIme: 11:00 AM - 12:00 PM

Location: Offsite - Road Trip!

Track: General


Type: Breakout

USER’S CONFERENCE

Friday May 17, 2019

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MANAGING DUPLICATE RECORDS IN iMISPRESENTER: Melissa Mack | Intuitive Business Concepts & Mark Lowry | Association Analytics

Willy, Will, William, Bill, Wild Bill, Billy, Willie... sound familiar? We all have duplicate records. Let’s discuss how to find the existing ones, alert you to new potential duplicates, and merge them. Learn how to design and implement a Data Quality Management plan and how data governance helps make sure the processes that led to so many dupes are cleaned up. We will also review things to keep in mind beyond the merge and ideas on how to help minimize duplicates in the first place!

TIme: 11:00 AM - 12:00 PM



Level: Beginner

Type: Breakout

AUTOMATE IT! MOVING TO PROCESS AUTOMATION PLUSPRESENTER: Brenda Barnhart | RSM US LLP

Become inspired to clean up your act! If you have some old stored procedures or (Egads!) triggers, now is the time to embrace Process Automation PLUS. We will look at real world examples of organizations who replaced their old way of doing things.

TIme: 11:00 AM - 12:00 PM


Track: Product

Level: Intermediate

Type: Breakout

USER’S CONFERENCE

Friday May 17, 2019

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iMIS TIPS AND TRICKS THAT OFFER A BIG RETURNPRESENTER: Keith Williams | AAMI & Jake Bound \K2 and You Solutions & Others TBD

Would you like to learn how to develop a calendar for reference in RiSE? What about including 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. 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!

TIme: 1:00 PM - 2:15 PM


Track: Technical

Level: Intermediate

Type: Breakout

MEMBER RETENTION- KEEPING MEMBERS AND SUBSCRIBERS FOR THE LONG TERMPRESENTER: Robert Lane, MBA, PhD | Lane Services

Focus on putting your money and efforts where they do the most good and have the biggest return. Keeping existing customers is cheaper than finding new customers. Join us to learn new ways of tracking and maintaining existing members and/or subscribers.

TIme: 1:00 PM - 2:15 PM




Type: Breakout

USER’S CONFERENCE

Friday May 17, 2019

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IT’S NOT $IMPLE! COMPLEX EVENTS AND DUES PRICINGPRESENTER: John Nicoletta & Keith Perigo | C Systems Clobal

Half price registration fees for the second registrant from the same member company? No problem! Dues based on a company’s annual revenue? No problem! We will explore your options on how to accomplish complex dues and event pricing now and in the future!

TIme: 1:00 PM - 2:15 PM


Track: Product

Level: Beginner

Type: Breakout

IMPLEMENTING SECURITY INTO YOUR iMIS STAFF SITEPRESENTER: Christine Smith | Bursting Silver, Inc.

Module permission levels in the Desktop could be set to limit available functionality for staff with specific roles inside your organization. Learn how to control what your staff users can see and do in the Staff Site with a focus on security levels for access.

TIme: 2:20 PM - 3:20 PM


Track: Technical

Level: Advanced

Type: Breakout

USER’S CONFERENCE

Friday May 17, 2019

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DASHBOARD BASICSPRESENTER: Lan Mai | RSM US LLP & Chadd Arthur | enSYNC Corporation

So you want a dashboard but aren’t sure what they are and how they work? Become familiar with the iParts commonly used to build dashboards. Review the elements of a successful dashboard.

TIme: 2:20 PM - 3:20 PM


Track: Product

Level: Beginner

Type: Breakout

BRANDING OUT OF THE BOX DOCUMENTS FOR YOUR ORGANIZATIONPRESENTER: Delphia Crawford | NiUG International & Jake Bound | K2 and You Solutions & Stephanie Tisch | C Systems Global

The iMIS staff site comes with several handy documents and messaging templates. Rather than create new ones, learn how to edit the existing documents and templates to conform to your organization’s branding, including updating the logo, social media links, contact information, message text and more.

TIme: 2:20 PM - 3:20 PM


Track: General

Level: Intermediate

Type: Breakout

USER’S CONFERENCE

Friday May 17, 2019

Save up to $250 when you register for the conference and join NiUG at the same time! Join online at niug.org OR call (570) 243-8700.

J O I N N I U G & S AV E

C A N C E L L A T I O N P O L I C Y R e q u e s t s r e c e i v e d i n w r i t i n g b y 5 / 3 / 1 9 a r e e l i g i b l e f o r a r e f u n d , s u b j e c t t o a $ 5 0 a d m i n i s t r a t i v e f e e . N o s h o w s & c a n c e l l a t i o n s r e c e i v e d a f t e r 5 / 3 / 1 9 f o r f e i t t h e f u l l

r e g i s t r a t i o n f e e . C a n c e l l a t i o n s v i a s o c i a l m e d i a a r e n o t a c c e p t e d .

Mail: NiUG International, 300 Community Drive, Suite B2, Tobyhanna, PA 18466 USA Email: [email protected] | Fax: (775) 257- 1661

S U B M I T T O

FULL DAY TRAINING COURSEGetting started with iMIS 20Configuring Membership Joins and Renewals from A to Z!

HALF DAY MORNING COURSES

S EL EC T YOUR CON F E R E NCE E X PE R IE NCE

R EG I S T R A N T I N FOR M AT ION

_________________________________________________________________

_______________________________________________________________________________________ _____________________________________________________________ NAME MEMBER ID (IF KNOWN)

EMAIL

Check

Visa

Mastercard

Amex

PAYMENT INFORM ATION___________________________________________________________________________CREDIT CARD NUMBER EXPIRATION CSV CODE___________________________________________________________________________NAME ON CARD___________________________________________________________________________SIGNATURE

T R A I N I N G OP T ION SSELECT YOUR TRAINING COURSES

Conference & Training Fees ........... $_____________

Networking Event Fees .................. $_____________

TOTAL PAYMENT ............................ $___________

R EGIS TR ATION F E E S

CONF ER ENCE E X PER IENCE

F R IDAY BR E A KOU T S E S S IONS9:00 AM - 10:30 AM 11:00 AM - 12:00 PM 1:00 PM - 2:15 PM

Staff Site Efficiencies-Making Alerts more useful!Streamline Membership (and more) in a

Not-so-Paperless WorldManage ... Emails in the Staff Site

E VENT TOTAL S & PAY MENT DE TAILS

ASI Site TourManaging Duplicate Records in iMIS

Automate It! Moving to Process Automation PLUS

iMIS Tips and Tricks that Offer a Big Return

Members Retention Keeping Members and Subscriber for the Long TermIt’s Not $imple! Complex Events and Dues Pricing

11:00 AM - 12:00 PM 1:00 PM - 2:30 PM 4:05 PM - 5:05 PMThe End is Nigh... Preparing for Change Show me the Money - Processes in Action!

Your Data, Your Way, Using the IMIS RiSE Panel Designer to Staff

What is that iPart?iMIS Settings -- Where Are They and What Can They Do?SSRS -- Charts and Graphs

3:00 PM - 4:00 PM ASI Site Tour

Easy Customization Tips for Your Staff Site in Meet your members’ expectations!

IQA -- What’s Your Query Bring It In!Order Up!

THURSDAY BREAKOUT SESSIONSUS ER’ S CONF ER ENCE

PHONE

MEMBER NON-MEMBEREARLY REG. LATE EARLY REG. LATE2019 CONNECTIONS AUSTIN CONFERENCE OPTIONS

Full Day Training & Users Conference $825 $935 $1075 $1050 $1165 $1290

Half Day Training (AM Only) & Users Conference $675 $785 $895 $840 $920 $1040

Half Day Training (PM Only) & Users Conference $675 $785 $895 $840 $920 $1040

Users Conference Only (Thurs. & Fri.) $505 $575 $655 $650 $690 $750

Full Day Trainng Only $390 $450 $450 $490 $550

Half Day Training (AM) Only $200 $225 $245 $250 $295 $325

$200 $225 $245 $250 $295 $325

INCLUDED IN REGISTRATION INCLUDED IN REGISTRATION

INCLUDED IN REGISTRATION INCLUDED IN REGISTRATIONWelcome Reception NETWORKING EVENTS FRIDAYSpeed Networking INCLUDED IN REGISTRATION INCLUDED IN REGISTRATION


REGISTRATION

2:20 PM - 3:20 PMImplementing Security into your iMIS Staff Site

Dashboard BasicsBranding Out of the Box Documents for Your Organization

Dashboard BasicsSSRS and the Future of Reports in iMIS

HALF DAY AFTERNOON COURSESSetting Up Your Dashboards to Deliver Real-Time DataTake your SSRS Reports to the Web!

$350


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______________________________________________________________________________ ORGANIZATION

_________________________________________________________________________________________________________________________________________________________ MAILING ADDRESS

______________________________________________________ CITY

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EB Rate ends 03/25/19 and REG Rate ends 04/29/19

Speed Networking

$300 $300 $350 $400 $400 $450

Half Day Training (PM) Only

One Day Conference Pass Only (mark day below)

Thursday Day Pass Friday Day Pass

NETWORKING EVENTS THURSDAY