Some event staff want the details, but they do not want to deal with iMIS. When you master IQAs you can be their hero! We will look at all of the Business Objects used within the events module, cover those special joins to come up with the IQAs you need for a specific event, and dynamic IQAs which can be run for any event. So whether you are the "planner" needing to know what iMIS reporting can do or you're developing IQA reports yourself, you will take away what you need from this session.
Presenter: John Nicoletta, C Systems Global
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
9:30 AM
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Need a better understanding of iMIS financials and batch options? This session will dive into the key aspects of iMIS financials from iMIS 2017 how they differ and what is changing as we embark on the iMIS Cloud transition. You and your finance department will see any new and coming functionality, along with receiving a better understanding of key finance options existing in 2017 thru Cloud.
Presenters: Douglas Morris & Brandi Barber, MA, CiP, Computer System Innovations
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300)
9:30 AM
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As you get ready to map out your transition to iMIS Cloud, we can help you better understand any new and changing functionality. Join us to get the information first hand from the developers of iMIS. It will also set the stage for any additional questions or things to watch for throughout the rest of the rest of the day in this "Moving to the Cloud" segment!
Presenter: Brian Lindsey, Advanced Solutions International
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Moving to iMIS Cloud
9:30 AM
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Everyone's looking forward to the day when in-person conferences can return. But in the past year, virtual conferences have opened a wider audience for your educational content. That's why virtual conferences are here to stay and "hybrid" is the word on everyone's mind. When attendees are truly engaged in the learning experience, they get more value from your conference, no matter which format it is offered in. Join us to explore more best practices that will not only help your event be the most successful, whether you are planning for virtual or hybrid, but will also reduce costs and stress!
Instructor: Michelle Brien, TopClass LMS By WBT Systems & Michele Morgan, DES, CMP, NiUG International, Inc.
iMIS Versions: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
10:45 AM
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How do you start thinking about moving to the cloud? How can you get from iMIS 2017 to iMIS Cloud? How can you work without access to everything you always had? You have questions. Come learn how to get started on your plan and manageable steps to the iMIS Cloud and what resources are available to help.
Presenter: Melissa Mack, Intuitive Business Concepts, LLC.
iMIS Version: iMIS 2017 (20.2)
Track
Moving to iMIS Cloud
10:45 AM
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iMIS Pay Central makes payment processing simple, secure and affordable. Save time and money with low rates, automatic card updates, real-time reconciliation, next-day funding and significantly reduced PCI requirements. Come to this session to see how it can help your organization.
Presenter: Brian Lindsey, Advanced Solutions International
iMIS Version: iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
10:45 AM
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Are your finance people complaining iMIS won't provide the information they need? Find out how to get more out of querying and reporting financial data. Understanding where stuff lives and how to link it all together is key.
Presenter: Robert Lane, MBA, Ph.D, CiP, Lane Services, LLC
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
11:40 AM
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Events have taken on a whole new meaning over the last year. It has caused everyone to recreate their events and left us all with added concerns, stress, anxiety, and the need to lean on one another for help and advice. Join us for this open discussion as we help one another create innovative ideas, discuss strategies and above all else, bring our iMIS events questions to the table!
Presenter: Michele Morgan, DES, CMP, NiUG International, Inc.
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
11:40 AM
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(iMIS 2017 to iMIS Cloud) - A Look At Taking Current Processes in iMIS 2017 and Understanding How They Will Function in iMIS Cloud
The Must Know Ins and Outs of Membership in the Cloud. You'll be turning in the Billing tab from the Customer Portfolio for a new and improved membership management. How to bill, renew and rebill your membership as well as cancel or refund when the need arises.
Presenter: Tina Haglund, CiP, CiA, enSYNC Corporation
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300)
Track
Moving to iMIS Cloud
11:40 AM
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Member types, Products, Pricing - OH My! How and where do I set up my dues and subscriptions in IMIS Cloud? We will go into chapter billing, online join, and many other areas relating to Member dues processing.
Presenter: Melissa Mack, Intuitive Business Concepts, LLC.
iMIS Version: iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
1:30 PM
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There is more to membership than just dues. How do you set up a new customer type? How do you determine which "address purpose" is used and which is the primary? How do you synchronize email/phone information to the Contact table? Where do you start with chapter setup? If you're a Trade Association, how do you determine flow-down data, set up account management, social media, and more? We will dive into where to set up iMIS to meet both your organization and membership needs.
Presenter: Michelle Clemovich, CiP, Association Technology Solutions
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300)
1:30 PM
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Turn your boring tabular IQAs into exciting visual Dashboards! Learn what kind of data is "dashboard-able" and how Dashboards can be used to display data and track progress in an easy-to-read format. Data at your fingertips so you can start the day with key information for reporting or making important decisions right away.
Presenter: Jason Bartlett, AiC, NFPLogic
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
1:30 PM
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for an iMIS Cloud Move
We understand it is not an easy task to move your seasoned iMIS desktop users over to the iMIS Cloud functionality; however, we can show you some tips and tricks to help win them over and get them to start! You will learn some easy techniques to give your users what they need to be productive. We will focus on Staff Site tips including: tailored dashboards, specific profiles for members, starter packs, and more. Wow your staff, and give them tips to learn to love iMIS Cloud.
Presenter: Randy Richter, Association Technology Solutions
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300)
2:45 PM
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Email has taken center stage, connecting companies and people in 2020/21 like never before. This session will review email communication functionality available to all iMIS Cloud clients and the differences between that and the advanced email marketing module.
Presenter: Keith Perigo, C Systems Global
iMIS version: iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
2:45 PM
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It's the six degrees of Kevin Bacon all within your database. Everybody knows somebody, but how can you keep track? Relationships within iMIS can help you maintain all sorts connections: Board members, primary contacts, political connections, mentors and more. You can even use them to link companies or chapters. Be ready to also see how to get the most out of relationships and creatively use these fields in ways they were never intended.
Presenters: Alison Kinney & Elizabeth Wojcik, MHA, Computer System Innovations
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300)
2:45 PM
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Cha-Ching! iMIS Cloud is your Cash Register! As the world becomes more virtual and fast paced in their "need it now" personas, you need the ability to sell every service and product you offer on line! iMIS Cloud financials and eCommerce are your solutions!
Presenter: Kori Neill, CiP, BPM, Attitude Works Consulting
iMIS Version: iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
3:40 PM
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With many staff now working from remote locations, keeping your data and RiSE websites secure is more critical than ever. This session will review options to help with PCI compliance, SOC 2 compliance, using web application firewalls to stop denial of service, SQL injections, and a host of other attacks looking for vulnerabilities in your site. Also covered will be using multifactor authentication and if you should consider using a WAF with geo-blocking capability.
Presenter: Ian Evans, E-Tech Computing
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
3:40 PM
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You've collected key member and constituent data in iMIS - now you need to find and use the data to your advantage and perhaps simplify things for your contacts. By the end of this session, you will have a much better understanding of where to find standard membership data sources and how to use IQA to get useful data from iMIS.
Presenter: Jason Bartlett, AiC, NFPLogic
iMIS Version: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300)
3:40 PM
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