Sign In

2018 NiUG Discovery Conference

2018 NiUG Discovery Conference
The 2018 NiUG Discovery Conference 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.

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)

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

Early Bird Rates end 08/24/18 • Regular Rates end 09/28/2018

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 September 28, 2018. 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.


Be sure to save responses to the questions below to complete checkout.
When
10/8/2018 - 10/10/2018
Where
Crystal Gateway Marriott 1700 Jefferson Davis Hwy Arlington, VA 22202 UNITED STATES

Program

   

Monday, 08 October 2018

 
Registration prices includes: Breakfast (if attending a morning session), lunch, breaks, WiFi access, and connection to a test database (if attending a workshop).

Please uncheck meals if you will not be eating with us.

Laptops are recommended for Hands-On Workshops 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 - 5:00 PM
7:00 AM

Registration opens shortly before breakfast at 7:15 am.
Category
Monday
Track
Registration
Time
7:15 AM - 4:00 PM
7:15 AM

Grab breakfast and mingle with your fellow classmates before the start of a great day of learning.
Category
Monday
Track
Networking
Time
7:30 AM - 8:25 AM
7:30 AM

Class Format: Half-Day, Hands-On Workshop

This half day class examines business objects, how they work, how to create and configure them and how to use them in an IQA query. Specifics covered include building a query on a query, adding SQL to a query, securing queries and getting accurate data for reporting and dashboards. The IQAs you build in this class can be used in the afternoon Dashboard class.

IQA - INTERMEDIATE/ADVANCED SKILL LEVEL
Category
Monday
Track
Best Practices • Product - Technical
Time
8:30 AM - 12:00 PM
8:30 AM

Class Format: Half-Day, Hands-On Workshop

Just starting out with RiSE or looking to redesign your website and need help with all of the enhancements added to this CMS? Learn the basics of creating a website using the out of the box functionality such as: building a site using master pages, using theme builders/themes, CSS (cascading style sheets) and how they play a part in RiSE designs, understanding responsive design and options surrounding it, reviewing various options and selections available for security purposes and more.

BEGINNER SKILL LEVEL
Category
Monday
Track
Back to Basics • Product
Time
8:30 AM - 12:00 PM
8:30 AM

Class Format: Half-Day, Hands-On Workshop

Expanding on your basic SSRS knowledge, learn about the functionality that can take you to the next level in report writing. Learn to format and reformat your fields, group on your data, using expressions and parameters and much more.

INTERMEDIATE SKILL LEVEL
Category
Monday
Track
Best Practice - Technical
Time
8:30 AM - 12:00 PM
8:30 AM

Class Format: Full Day, Hands-On Workshop and Lecture

Creating an iMIS staff site that has your staff willing to leave the desktop behind starts with understanding what needs to be implemented out of the box. This session will discuss the features that are key to a successful implementation. Then you will be shown how to set them up along with explanations of why the features are needed and work as they do.

ALL SKILL LEVELS
Category
Monday
Track
Best Practices • Product - Technical
Time
9:00 AM - 4:00 PM
9:00 AM

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

Grab lunch and mingle with your fellow classmates before the continuation of a great day of learning.
Category
Monday
Track
Networking
Time
12:00 PM - 12:55 PM
12:00 PM

Class Format: Half-Day, Hands-On Workshop and Lecture
Use your current IQA knowledge or apply what you learned in the morning IQA session to build your own Dashboards. Add the visual aspect of your data with progress trackers and charts to deliver information and visual cues. Managers, users and volunteers can then see results without ever having to ask you to report on it!
INTERMEDIATE/ADVANCED 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
Online event set-up and management tools are becoming more robust. This session will explore online event registration functionality and how to configure it to meet your organization’s needs. Provide your members with an easy-to-use, self-service event registration site by learning everything from setting up financials to the conference website itself. Additional topics include: how to handle cancellations, transfer members from one event to another, substitute attendees, create special pricing and much more.
ALL SKILL LEVELS
Category
Monday
Track
Back to Basics - Product
Time
1:00 PM - 4:30 PM
1:00 PM

Class Format: Half-Day, Hands-On Workshop

You already know your way around SSRS Reporting and how this powerful tool can be used in writing successful reports. Now it is time to learn the next steps to help you with reporting success! Create parameter reports, create list reports, format reports with complex expressions, add images and subreports, add drilldown and drillthrough functionality, add sparklines, data bars, and indicators and more if time allows.

QUALIFICATIONS: Attendees must know how to create a basic report in SSRS as this will not be covered.
ADVANCED SKILL LEVEL
Category
Monday
Track
Technical
Time
1:00 PM - 4:00 PM
1:00 PM

Category
Monday
Track
Networking
Time
2:30 PM - 2:55 PM
2:30 PM

Specifically 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!

This event is open to iMIS users only.
Category
Monday
Track
Networking
Time
4:45 PM - 5:30 PM
4:45 PM

Kick off your 2018 NiUG Discovery experience at the Partner & Exhibitor Welcome Reception. A short walk from the Crystal Gateway Marriott, enjoy exclusive access to the partners & exhibitors you’ve been waiting to meet! Enjoying food and drinks while networking with iMIS users, Solution Providers, Consultants, ASI Staff, and Vendors.
Join us at Bar Louie for a variety of drinks, light appetizers and did we mention lots of networking?

Bar Louie

320 23rd Street S

Arlington, VA

Category
Monday
Track
Networking
Time
5:30 PM - 7:30 PM
5:30 PM

Tuesday, 09 October 2018

 
Grab breakfast and meet one-on-one with our partners & exhibitors poised to move your organization foward.
Category
Tuesday
Track
Networking
Time
7:30 AM - 8:25 AM
7:30 AM

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

Gear up and kick off the start of the year’s largest iMIS event as your Executive Director, Michele Morgan, DES, CMP, and NiUG President, Paul Rushizky of Executive Director, Inc. welcome you to Arlington and bring you up to speed on what NiUG and the Product Advisory Committee have been doing for you so far this year. In addition, we will again award this year's recipients of the John Howarth Memorial Award, introduce you to recipients of the Phil Roberts Scholarship and give you a glimpse of the great things to come.

Category
Tuesday
Track
General Session
Time
8:45 AM - 9:30 AM
8:45 AM

Feedback is like physical exercise: good for everyone, hard to get started, but easier to maintain. Similar to exercise, you need to make feedback a habit until it’s embedded into your daily routine. Many people put off sticky situations or tough conversations until they become ugly emergencies, but the smartest professionals prevent messes by sharing regular doses of feedback. It’s all about building a foundation of trust and communication through open and honest feedback.

Companies are moving away from the one-time annual review to a model that encourages regular check-ins, spot coaching, and real-time feedback that is constructive for the future instead of reflective of the past. This program focuses on when, what, and exactly how to state what needs to be said to keep communication lines open in any working relationship. To minimize the apprehension that typically accompanies feedback conversations, participants have a chance to practice through a variety of real-world situations. In the end, everyone feels empowered to deliver and receive feedback on an ongoing basis.

After this session, leave this session with the ability to:

  • Give honest reactions without candy coating or lecturing
  • Balance caring personally and challenging directly
  • Decide whether to speak up publicly vs. privately
  • Fine tune delivery of bad news or constructive criticism
  • Pattern monthly conversations to keep lines open
Category
Tuesday
Track
Opening Keynote
Time
9:30 AM - 10:30 AM
9:30 AM

Category
Tuesday
Track
Networking
Time
10:30 AM - 10:55 AM
10:30 AM

Using the Exhibition or EXPO modules in iMIS? These items will not be coming over to the non-desktop version of iMIS 2017 so what's the plan? Where do you go from here and what can you use in it's place? Learn some alternatives and what others are using to deal with these areas within their organizations.
NOTE: These partner product reviews are held during your beverage break so grab a beverage and see what they have to offer!
Track
Subject Matter Expert Pod
Time
10:35 AM - 10:55 AM
10:35 AM

Looking for some new ideas on how to get more members? How about ideas on increasing membership engagement? If you need to increase the value of being a member in your organization, be sure to stop in for some quick-fire tips and tricks to help you make that happen!
NOTE: These partner product reviews are held during your beverage break so grab a beverage and see what they have to offer!
Track
Subject Matter Expert Pod
Time
10:35 AM - 10:55 AM
10:35 AM

This is held during break - grab a drink and come learn more!
Do you feel lost in the latest tech terminology? Did your boss pick up some tech buzzwords and you need to make sure you know what the terms really mean? We will review a lot of the buzzword lingo, but with an emphasis on terms that have meaning to the iMIS world.
NOTE: These partner product reviews are held during your beverage break so grab a beverage and see what they have to offer!
Track
Subject Matter Expert Pod
Time
10:35 AM - 10:55 AM
10:35 AM

We all have the "Robert" and "Bob" duplicate records lurking in our database. The challenge can be how to find the duplicates and the steps needed to merge them. We will look at best practices to make sure you end up with all the data you want and need, including custom demographics when merging records. We will also provide hints on steps you should take for third party products which connect to iMIS (LMS, mass email tools, etc.).

INTERMEDIATE SKILL LEVEL
Category
Tuesday
Track
Best Practices
Time
11:00 AM - 12:00 PM
11:00 AM

GDPR is a legal framework that sets guidelines for the collection and processing of personal information of individuals within the European Union (EU). We see more and more restrictions and requirements on personal data usage and handling. Are you ready for future changes as they occur within the confines of your membership areas?

INTERMEDIATE SKILL LEVEL
Category
Tuesday
Track
Best Practices • Technical
Time
11:00 AM - 12:00 PM
11:00 AM

Where do you start with Member Engagement? You've promised to be there for them, but how do you do that? And are they with you? Get the Marketing concepts to encourage interaction.

ALL SKILL LEVELS
Category
Tuesday
Track
Best Practices
Time
11:00 AM - 12:00 PM
11:00 AM

Different Profiles have various rights on what they can have access to, what they can change and whether they can act upon a companies behalf. During this session, we will show you the differences - along with shortcuts - and best practices to keep control of your data while still allowing certain profiles access to exactly what they need.

ADVANCED SKILL LEVEL
Category
Tuesday
Track
Technical
Time
11:00 AM - 12:00 PM
11:00 AM

Grab lunch and meet one-on-one with our partners and exhibitors poised to move your organization forward.
Category
Tuesday
Track
Networking
Time
12:00 PM - 12:55 PM
12:00 PM

Did you know that iMIS now comes with automated tasks you can turn on to build efficiencies for your staff right off-the-shelf? Come learn what automation you can turn on or off right out of the box. Explore Process Automaton Plus to see how you can expand that capability to create custom automation for your organization's needs and exactly how you can do it yourself! PreReq: Understanding of IQA.

ADVANCED SKILL LEVEL
Category
Tuesday
Track
Product - Technical
Time
1:00 PM - 2:30 PM
1:00 PM

As a best practice, iMIS should serve as your subsidiary AR ledger and be the primary source for you to report on sales of events, products, memberships and more for your organization. Deciphering the data stored in the "Trans" table is key to your financial reporting. Knowing what business objects to use and even how to create your own business objects that could make reporting easier is a necessity you will want to learn about!

ALL SKILL LEVELS
Category
Tuesday
Track
Product
Time
1:00 PM - 2:30 PM
1:00 PM

Intelligent Query Architect (aka IQA) is the foundation of reporting in iMIS. Explore the basics of IQA by learning how to use the most common objects. This session is for new users who have never worked with IQA or want a better understanding how to get started with IQA.

BEGINNER SKILL LEVEL
Category
Tuesday
Track
Back to Basics • Product
Time
1:00 PM - 2:30 PM
1:00 PM

Keeping staff on the same page with iMIS and your organization seems daunting. Learn practical approaches to training new and existing staff. Acquire some approaches to adult learning that are successful.

ALL SKILL LEVELS
Category
Tuesday
Track
Best Practices
Time
1:00 PM - 2:30 PM
1:00 PM

Category
Tuesday
Track
Networking
Time
2:35 PM - 2:55 PM
2:35 PM

ATS Online Marketplace
The Amazon for iMIS! Give your members the smooth, sophisticated shopping experience they’ve come to expect online through the ATS Online Marketplace. With complete iMIS integration, this exceptional e-store expands the platform’s functionality to ensure fast, user-friendly: membership renewal and dues payment, event and webinar registration, donation processing, and product purchases. It also mines your members’ data and shopping habits to help you better understand, serve and sell to them. All while building your brand via integration with your association’s website and marketing strategy.
NOTE: These partner product reviews are held during your beverage break so grab a beverage and see what they have to offer!
Track
Product Demonstration
Time
2:40 PM - 2:55 PM
2:40 PM

Mosaic 365 Mobile App
Come see what the mobile app Mosaic 365 has to offer with their latest upgrade! It's not just an event app but a mobile solution available 365 days of the year for integration with iMIS. Offering you the ability to communicate with your members to send alerts, provide event information, pay their dues and much more!NOTE: These partner product reviews are held during your beverage break so grab a beverage and see what they have to offer!
Track
Product Demonstration
Time
2:40 PM - 2:55 PM
2:40 PM

NextThought LMS Integration
Join us as we show you the latest project enSYNC has been working on, its new integration with LMS developer NextThought and if time warrants, other enSYNC products.
NOTE: These partner product reviews are held during your beverage break so grab a beverage and see what they have to offer!
Track
Product Demonstration
Time
2:40 PM - 2:55 PM
2:40 PM

TopClass/iMIS Integration Bridge
Update and synchronize key information between iMIS and TopClass with seamless user navigation between your website and Learning Management System. iMIS clients can implement world-class learning solutions through a secure, off-the-shelf, two-way integration with the #1 Association LMS, TopClass.
NOTE: These partner product reviews are held during your beverage break so grab a beverage and see what they have to offer!
Track
Product Demonstration
Time
2:40 PM - 2:55 PM
2:40 PM

What is a Business Object (BO)? This session will explain what BOs are and how they are used within the RiSE platform. Explore the Business Object Designer and learn how to turn your database tables into fine-tuned, fundamental components that will allow you to tailor your queries to meet your association's needs.

INTERMEDIATE/ADVANCED SKILL LEVEL
Category
Tuesday
Track
Best Practices • Product - Technical
Time
3:00 PM - 4:00 PM
3:00 PM


Your brand is your mark - your stamp - and it should clearly identify with the individual as trust and who you are as an organization. Your emails are no different and should have the look and feel of your brand. Join us as we delve into the how and what of email development in iMIS to set the tone and give your members the trust needed to open, read and act on what is inside!
BEGINNER SKILL LEVEL
Category
Tuesday
Track
Back to Basics - Best Practices - Product
Time
3:00 PM - 4:00 PM
3:00 PM

How much is a Committee Member worth? Is being a Seminar Attendee a good value? Tracking tools and technical tips to measure Member Engagement and deliver scoring to keep them coming back.

INTERMEDIATE SKILL LEVEL
Category
Tuesday
Track
Best Practices • Product
Time
3:00 PM - 4:00 PM
3:00 PM

Your staff have mastered "the Desktop" to the point where it is muscle memory. As much as they like to scapegoat iMIS, they are frightened more 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.
ALL SKILL LEVELS
Category
Tuesday
Track
Best Practices • Product - Technical
Time
3:00 PM - 4:00 PM
3:00 PM

Specifically designed to allow iMIS users a fun, fast, and entertaining opportunity to meet fellow iMIS 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 in the iMIS Community as possible, share what you do, and make new connections!

This event is open to iMIS users only
Category
Tuesday
Track
Networking
Time
10/9/2018 4:05 PM - 10/9/2019 4:45 PM
4:05 PM

MailChip Integration, Aventri, and Alexa iMIS Helper from C Systems and from Visual Antidote - Ticket Management Solution powered by Sonic Forms
Track
Product Demonstration
Time
4:45 PM - 5:20 PM
4:45 PM

Introducing CadmiumCD's iMIS Integration & Higher Logic for iMIS
Category
Tuesday
Track
Product Demonstration
Time
4:45 PM - 5:20 PM
4:45 PM

iEmail Desktop / iEmail Cloud
Drop by to see the most popular iMIS extensions in action. Using iEmail Desktop, quickly email any individual, committee, or group of people – save your email and their responses in iMIS without ever leaving Outlook! iEmail Cloud supports Office 365 in a web only environment and is compatible with all versions of iMIS, even SaaS! Don’t miss this session, even if you already own one of these two products, you are sure to gain value and learn something new! iEmail Desktop and iEmail Cloud are not a replacement for a mass email tool, they are best used for your day-to-day emails in Outlook or Office 365’s web environment.
Track
Product Demonstration
Time
4:45 PM - 5:20 PM
4:45 PM

MemberPrime iMIS Integrated Products and RSM US LLP will show you their business intelligence tools from Qlik
Track
Product Demonstration
Time
4:45 PM - 5:20 PM
4:45 PM

Washington Business Journal has dubbed the Top of the Town as "The Best View in Town" and they were spot on! You can see a multitude of monuments through the all-glass window front of this amazing venue. Don't have time to sight visit while you are here? You can do some site-seeing from the top floor while sipping on drinks, enjoying hand-passed appetizers and a sit-down dinner. Finish it off with dessert before heading back to the hotel! This is a great opportunity to network with your peers and get to know your new connections better. The NiUG optional dinner event never disappoints! Sign up now - there are a limited number of tickets available and you may not get to purchase one onsite!
Category
Tuesday
Track
Networking
Time
6:30 PM - 9:30 PM
6:30 PM

Washington Business Journal has dubbed the Top of the Town as "The Best View in Town" and they were spot on! You can see a multitude of monuments through the all-glass window front of this amazing venue. Don't have time to sight visit while you are here? You can do some site-seeing from the top floor while sipping on drinks, enjoying hand-passed appetizers and a sit-down dinner. Finish it off with dessert before heading back to the hotel! This is a great opportunity to network with your peers and get to know your new connections better. The NiUG optional dinner event never disappoints! Sign up now - there are a limited number of tickets available and you may not get to purchase one onsite!
Category
Tuesday
Track
Networking
Time
6:30 PM - 9:30 PM
6:30 PM

Wednesday, 10 October 2018

 
Grab breakfast and be sure to check out the exhibit tables to see what great products and services are available to use with iMIS!
Category
Wednesday
Track
Networking
Time
8:00 AM - 8:55 AM
8:00 AM

Registration opens at 8:00 am.
Category
Wednesday
Track
Registration
Time
8:00 AM - 12:00 PM
8:00 AM

Discover how Advanced Solutions International (ASI) continues to build upon and enhance the Engagement Management System (EMS), RiSE web development platform, and Continuum business intelligence features to help you better engage with constituents and improve operational performance. Some of the significant new features include new and improved dashboards, engagement scoring, event enhancements, volunteers, newly added SSRS reports, and much more. Plus, see examples of outstanding RiSE websites in our Annual RiSE Great Things Awards.
Category
Wednesday
Track
General Session
Time
9:00 AM - 9:55 AM
9:00 AM

This panel discussion by iMIS end users will review various third party products and how they have been used to solve membership and data management challenges for their organizations.

ALL SKILL LEVELS
Category
Wednesday
Track
Technical
Time
10:00 AM - 11:00 AM
10:00 AM

iMIS Relationships offer you a way to manage relationships that exist between your contact records. There are a multitude of reasons to use the relationships module: marking key committee contacts, designating primary contacts from your dues-paying organizations, developing a mentor/mentee program, indicating the main marketing contact for sponsorship opportunities, member-get-a-member campaigns, outreach to the main contributors for fundraising efforts and more! Get a better understanding of how some users are creating relationships and an overview of how to use the relationship module during this session.

BEGINNER/INTERMEDIATE SKILL LEVEL
Category
Wednesday
Track
Best Practices - Product
Time
10:00 AM - 11:00 AM
10:00 AM

This is an in-depth look at the Page Builder tools within the RiSE content management utility. Go beyond the basic creation of content using content layout designer and content tagging to create dynamic and stunning web pages for your RiSE site.

BEGINNER SKILL LEVEL
Category
Wednesday
Track
Product - Technical
Time
10:00 AM - 11:00 AM
10:00 AM

RiSE panels and the panel editor iParts are the way to your custom UD tables and new panel data sources! Single-instance, multi-instance tables - it doesn't matter. Learn the out-of-the-box methods for showing your members their information and allowing them to edit what you decide!

INTERMEDIATE/ADVANCED SKILL LEVEL
Category
Wednesday
Track
Product - Technical
Time
10:00 AM - 11:00 AM
10:00 AM

Do you work with events? Perhaps you want to get inside the minds of many who do! Join us for this open discussion on anything and everything events!! Bring your tips, tricks, helpful hints and share them with others.
NOTE: These partner product reviews are held during your beverage break so grab a beverage and see what they have to offer!
Track
Subject Matter Expert Pod
Time
11:05 AM - 11:55 AM
11:05 AM

Track
Networking
Time
11:05 AM - 11:25 AM
11:05 AM

Join us for this quick hit talk on what tools, software and apps you can use to make tasks easier for you and/or your team. Whether collaboration, project management or content management tools, we will "come to the table" to share our insights to help make life and work easier!
NOTE: These partner product reviews are held during your beverage break so grab a beverage and see what they have to offer!
Track
Subject Matter Expert Pod
Time
11:05 AM - 11:55 AM
11:05 AM

Did you know a Blob is a binary large object which is a collection of binary data stored as a single entity in a database? What the what? Exactly! Do you work with multimedia objects such as images or videos or sound? Join us for a quick talk on Blobs, what they are and how to work with them in iMIS/RiSE.
NOTE: These partner product reviews are held during your beverage break so grab a beverage and see what they have to offer!
Track
Subject Matter Expert Pod
Time
11:05 AM - 11:25 AM
11:05 AM

You see an item on another organization's RiSE website and want to replicate it? You want to put up a progress bar to show people how much money you raised compared to your goal? These and more are all done with iParts. From the basic text content you put up to more complicated graphs, forms, charts and more. Learn about many of the common, and some of the uncommon, iParts available and how to use them.

INTERMEDIATE/ADVANCED SKILL LEVEL
Category
Wednesday
Track
Product - Technical
Time
11:30 AM - 12:30 PM
11:30 AM

Hearing "PCI Compliance" makes many people cringe; however, protecting sensitive data is becoming more complex. This is a daunting task to undertake but one of the most important ones you need to know about. See how to make things more secure for your organization and to avoid possible fines and fees you can incur if you're a hacker's next target!

INTERMEDIATE/ADVANCED SKILL LEVEL
Category
Wednesday
Track
Best Practices • Technical
Time
11:30 AM - 12:30 PM
11:30 AM


Are you the one faced with the decision of when to transition completely over to the next version of iMIS? What do you need to look at to make the decision to flip the switch? What functionality may not be coming over and what you should look at to fill the void? What hardware and software changes are coming and other things you may need to consider before you make the move.
INTERMEDIATE SKILL LEVEL
Category
Wednesday
Track
Product
Time
11:30 AM - 12:30 PM
11:30 AM

Learn how to use campaign codes and web analytics to measure the effectiveness of your marketing efforts. We will teach you some tricks to measure your marketing ROI.

ALL SKILL LEVELS
Category
Wednesday
Track
Product
Time
11:30 AM - 12:30 PM
11:30 AM

Grab some lunch and meet one-on-one with our partners and exhibitors poised to move your organization forward.
Category
Wednesday
Track
Networking
Time
12:30 PM - 1:25 PM
12:30 PM

Didn't have the time or budget to attend the entire half-day class on Advanced IQA? Come to this scaled-down version of the class and learn some take aways, tips and tricks to go home with today!

INTERMEDIATE/ADVANCED SKILL LEVEL
Category
Wednesday
Track
Best Practices - Product • Technical
Time
1:30 PM - 3:00 PM
1:30 PM

Advanced process automation alerts are a great tool to help staff manage their day-to-day tasks and interactions. They can also be used for dynamic content and data hygiene. Join us for an overview of the most important out-of-the-box features and discussion of ways the Alerts tool can be used.

INTERMEDIATE/ADVANCED SKILL LEVEL
Category
Wednesday
Track
Product • Technical
Time
1:30 PM - 3:00 PM
1:30 PM


With so many changes occurring regarding financials and moving functionality to the Staff Site, what exactly has changed? Join us as Jeff Spring of Advanced Solutions International shows us the newest changes in General Accounting, Batches, Billing, and more.
ALL SKILL LEVELS
Category
Wednesday
Track
Best Practices • Product
Time
1:30 PM - 3:00 PM
1:30 PM

There are reports you have in Crystal that you've used for years. Some came with iMIS and haven't been converted yet; some your organization created for themselves. In this session, learn how to re-create these reports in SSRS (the reporting tool that comes with SQL Server) and run them from the Staff site. Also discuss options for setting up SSRS Site and running reports from there.

INTERMEDIATE/ADVANCED SKILL LEVEL
Category
Wednesday
Track
Technical
Time
1:30 PM - 3:00 PM
1:30 PM