Join us as we open the event with a quick welcome and present this year's John Howarth Memorial Award Recipient. Be sure to be there...it could be YOU!
Room: Salon B/C
9/12/2022 8:30 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: Melissa Mack, Intuitive Business Concepts, LLC
Room: Salon A
Category
iMIS 2017 & iMIS EMS
9/12/2022 9:05 AM
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This introductory session will get into the areas of contacts and membership, including: contact set-up, profile management, communities, committees, what may not be the same from 2017 to EMS and more.
Presenter: Keith Hunter, Armstrong Enterprise Communications
Room: Salon G/F
Track
Intro/Basic & Product
9/12/2022 9:05 AM
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Updates to the Form Builder are rolling out to iMIS regularly so it's time to start using this functionality. There are multiple aspects of Form utilization; from the design to the rules and approvals. Learn how to securely display a form as well as have a user-defined process after the form is submitted. This session will cover creating new forms as well as editing the out-of-the-box forms.
Presenter: BJ Bryne & Nadine Aguila, Visual Antidote
Room: Salon E/D
Track
Product & Technical
9/12/2022 9:05 AM
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The eCommerce engine is at the core of your new iMIS EMS Enterprise system. Whether you are new to iMIS EMS Enterprise OR you have migrated from legacy iMIS 2017 and before, this session will benefit you in understanding how iMIS does your financial processing. We will discuss how financial transactions are grouped in batches and how that relates to your general ledger. We'll also explore how you can process credits, refunds, reverse invoices and more!
Presenter: Robert Lane, MBA, Ph.D, CiP, Lane Services, LLC
Room: Salon E/D
9/12/2022 10:10 AM
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This introductory session will cover all things events, including: event settings, pricing groups, defining event details, program items and options, conflict codes, and what may not have made it from iMIS 2017 if you're planning your upgrade.
Presenter: Michael Reed, MA, Armstrong Enterprise Communications
Room: Salon G/F
Track
Intro/Basic & Product
9/12/2022 10:10 AM
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Planning for a significant system change can be overwhelming. But developing a roadmap can make the journey easier to navigate. During this session, we will discuss things to consider during the planning process including: reporting, module changes, licensing updates, new payment gateway, GL Interface, 3rd party integrations, SQL stored procedures/triggers/views, data clean-up and more.
Presenter: Stacey Muellner, Intuitive Business Concepts, LLC
Room: Salon A
Category
iMIS 2017 & iMIS EMS
9/12/2022 10:10 AM
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Process Automation helps you, your staff, and your members daily automate if your staff are answering common questions or going through routine tasks! Let members know when their dues are ready to be paid, that they haven't registered for the annual conference, that they're missing critical information in your system and much more. Learn the differences between Process Automation and Process Automation Plus. With this module, communications aren't all you can do with it; you can also post alerts throughout your website and on your staff site.
Presenter: Ashley Hunt, CiA, CiP, Causeis
Room: Salon A
Category
iMIS 2017 & iMIS EMS
Track
Product & Technical
9/12/2022 11:30 AM
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This introductory commerce session will dive into: commerce settings, creating products and product kits, promos, inventory, processing orders and hear about what didn't make it to iMIS EMS.
Presenter: Amanda Feil, CAE, enSYNC Corporation
Room: Salon G/F
Track
Intro/Basic & Product
9/12/2022 11:30 AM
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With Scoring and Engagement
Now more than ever, you need to show your members and constituents how much they engage with your organization and take away in value. Get started on the right foot to the path of Engagement Scoring. Before you even click on an IQA, you need to put in the time to think through the possibilities to best meet the needs of your entire organization. This session will help you consider all your planning needs. We will also look at scoring for individuals versus organizations and whether the basic or plus module best fits your plans.
Presenter: Beth Arritt, MBA, Higher Logic, LLC
Room: Salon E/D
Category
iMIS 2017 & iMIS EMS
Track
Intro/Basic & Product
9/12/2022 11:30 AM
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Staff and members can both benefit from self-service. Learn new ways others use dashboards to provide service and convenience to members.
Presenter: Elizabeth Noble, Bursting Silver, Inc.
Room: Salon A
Category
iMIS 2017 & iMIS EMS
9/12/2022 1:35 PM
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This introductory commerce session will dive into: refunds, open credits, payment reversals, batch management, payment methods and setup, paying open receivables, GL export, invoice adjustments, prepayments and overpayments and items that haven't come over or have significantly changed since iMIS 2017.
Presenter: Robert Lane, MBA, Ph.D, CiP, Lane Services, LLC
Room: Salon G/F
Track
Intro/Basic & Product
9/12/2022 1:35 PM
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Out-of-the-box redirector rules are now part of all content pages and allow you to redirect a user depending on the custom conditions you set up. You can redirect based on a Shortcut or URL/Content. Let us show you how this tool can make life easier for everyone.
Presenter: Jeremy Wilson, Connect Systems Global
Room: Salon E/D
9/12/2022 1:35 PM
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During this introductory iMIS marketing session you will learn: differences between advanced email plus and out-of-the-box emails, creating templates, managing communication preferences, how to see who received an email and if one "failed to send", reporting tools, dashboards and more.
Presenter: Angelia Moore, CiP, CiA, CSM, CSPO, PuMP, aks solutions
Room: Salon G/F
Track
Intro/Basic & Product
9/12/2022 2:40 PM
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Now that your plan is in place for Engagement Scoring, it is time to implement it. Here we will dive into the IQAs and technicalities needed to make your vision successful. See how others have implemented their engagement scoring configuration and leave knowing that you can get started on your journey and do it too.
Presenters: Michele Lelempsis, CiP, CiSE, CAPIA & Ashley Hunt, CiA, CiP, Causeis
Room: Salon E/D
Category
iMIS 2017 & iMIS EMS
9/12/2022 2:40 PM
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for Your Move to iMIS EMS
The move to EMS has you thinking about all the ways iMIS is used and how you will use it in the future. Learn ways to think about documentation for the future use of iMIS by your staff and members. Some information will be needed only for the transition, and other information may be required for the future.
Presenter: Ashley Baker, NiUG Asia Pacific
Room: Salon A
Category
iMIS 2017 & iMIS EMS
Track
Intro/Basic & Product
9/12/2022 2:40 PM
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This introductory RiSE session will introduce you to the basics of iMIS RiSE, such as: managing sitemaps, using page layouts, creating contents, using the easy edit functionality, using quick start sites and much more.
Presenter: Nic Wamsatt, Armstrong Enterprise Communications
Room: Salon G/F
Category
iMIS 2017 & iMIS EMS
Track
Intro/Basic & Product
9/12/2022 4:05 PM
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Join us as a panel of iMIS users discuss their experiences and lessons learned while preparing and moving to iMIS EMS. They will share getting started, unexpected gotchas, and the high/low points of their journey.
Panel: Mike McCormack, Texas Apartment Association, Barbara Kincaid, American Council of Life Insurers, Keith Williams, American Association for Marriage and Family Therapy
Room: Salon A
Category
iMIS 2017 & iMIS EMS
Track
Intro/Basic & Product & Technical
9/12/2022 4:05 PM
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Utilizing Panels enables your users to browse, edit, add and delete their data in a specified way. Discover other uses for panels besides presenting and updating data. This session will cover how to use three panel types (Contact, Events, Standalone) and how to delete a panel (it's a process!).
Presenter: Jeremy Wilson, Connect Systems Global
Room: Salon E/D
Category
iMIS 2017 & iMIS EMS (*Standalone Panel is EMS only!)
Track
Product & Technical
9/12/2022 4:05 PM
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