2021 NiUG IMIS User & Community Virtual Summit

2021 NiUG IMIS User & Community Virtual Summit
NEW year, and an all NEW layout for our Spring event!  NiUG introduces a "segmented learning" approach to the entire iMIS Community.  We are offering an entire day of training in the following areas:

- Events
- Finance
- Membership 
- IT/Technical
- Advanced Technical
- Moving to iMIS Cloud
 (helping you to plan your move with ease)
- Cloud> (for those already on iMIS 2020 or iMIS Professional (20-100/200)

Each registrant has the option of choosing />
When
5/18/2021 8:00 AM - 5/20/2021 5:00 PM
Where
This Event Is Virtual Online Meeting Details Will Be Provided

Program

   

Tuesday, 18 May 2021

 
This session can help 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 then better understand these powerful methods and create queries that pull and report on your data with confidence.  

Presenter: Keith Williams, American Association for Marriage and Family Therapy
iMIS Version
: iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200 - some items may differ with this version)
Track
IT/Technology
Time
9:30 AM - 10:30 AM
9:30 AM

Over time, your organization may have implemented, changed or discontinued processes, resulting in stale data and outdated procedures.  Taking an overall look at your current business rules and how iMIS functionality has changed may result in less customizations, more out-of-the-box and possibly more streamlined processes.  During this session we will share with you things that have significantly changed within iMIS 2017 thru iMIS Cloud within the customer/member module so you can review how your organization looks at their member and constituent processes.

Presenter: James Church, CiSE, CiP, Advanced Solutions International Canada, Inc.
iMIS Version: 
iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Membership
Time
9:30 AM - 10:30 AM
9:30 AM

Much is changing with technology needs and the new iMIS path.  How and what do you need to plan for in the future?  There are many uncertainties and misconceptions out there but this session will help you plan for them.

Presenter: Chris J. Green, CiP, Bursting Silver
iMIS Version:
 iMIS 2017 (20.2)
Track
IT/Technology
Time
10:45 AM - 11:30 AM
10:45 AM

(Using iMIS Cloud)

We all have custom data we need to track for members and non-members, both organizations and individuals. This session will look at what is possible in both desktop and cloud. We will look at single instance and multi-instance tables and how to add, hide or rearrange fields to best meet your current (possibly ever-changing) needs.

Presenter: Kori Neill, CiP, BPM, Attitude Works Consulting
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Membership
Time
10:45 AM - 11:30 AM
10:45 AM

As more organizations are looking for ways to evaluate membership participation, engagement scoring is a great way to provide that information.  In this session we will discuss how to set up engagement scoring, getting buy-in from staff on what metrics to use, and how to include external data to acheive a more accurate score.

Presenter: Michelle Lelempsis, CiP, Causeis
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Membership
Time
11:40 AM - 12:40 PM
11:40 AM

Process Automation can do much more than just schedule emails. This session will help you think of other possibilities for your organization and get you started on implementing them. Any process or task that needs to be done more than once is a possibility for automation! This will resulting in less manual work and more time to focus elsewhere.

Presenter: Matthew Dempsey, MS, Computer System Innovations
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
IT/Technology
Time
11:40 AM - 12:40 PM
11:40 AM

Your Registration Process

Are you tired of registrants picking functions they shouldn't?  Are you tired of issuing refunds to people?  Functionality already exists in the Event Setup that allows us to pull everything together to create a bulletproof event registration experience!  Join us, and we will show you how it can be done.

Presenter: Jeff Broussard, MBA, CiP, Get Efficient, Inc.
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Events
Time
1:30 PM - 2:30 PM
1:30 PM

The iMIS Report Writer (Exago) is a powerful tool that enables you to create reports and dashboards that are directly embedded in iMIS.  During this session we will give you a full look at this functionality and how you can create the reports you need in a whole new way!

Presenters: Kevin Pape, CiP, CiSEng, Ascension Technology Solutions, LLC & Molly Verduzco, Advanced Solutions International, Inc.
iMIS Version:
 iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Level: ADVANCED
Track
Advanced Technology
Time
1:30 PM - 2:30 PM
1:30 PM

with the Cloud

Join us to discuss single sign-on, a user logs in with a single username and password and can navigate multiple applications without ever needing to log back in and an overview of the REST API. There are also several Product Partners who have created tools to help you, hear about some of those tools and always be sure to check with the community before you build out your own!

Presenters: Keith Hunter, Armstrong Enterprise Communications & James Harrison, Visual Antidote
iMIS Version:
 iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Level: ADVANCED
Track
Advanced Technology
Time
2:45 PM - 3:30 PM
2:45 PM

With iMIS Events

Member/Non-Member, Pricing Groups, and those good ol' Registrant Classes are some of the pricing options available. And then there are the Promotion Codes...learn how to control the registration process further, so registrants pay the correct amount and minimize the need for you to issue those pesky refunds; how to use Promo Codes to provide discounts for the entire event or only certain functions, and how Promo Codes can be used to register your speakers and facilitators.

Presenter: Angelia Moore, CiP, CiA, CSM, CSPO, PuMP, aks solutions
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Events
Time
2:45 PM - 3:30 PM
2:45 PM

We know everything is moving to REST API; we have heard about it and seen some of what it can do; however, we need more than that!  This session will go into what others are doing with REST API and HOW they are getting it done!  Real-life, real use and how to get moving into that direction with a better understanding of how it works so you can start DOING!

Presenter: Maddie Patapatnam, MS in CS, & Ram Devarapu, enSYNC Corporation
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Level: ADVANCED
Track
Advanced Technology
Time
3:40 PM - 4:40 PM
3:40 PM

Your staff and customers enter event registrations, but sometimes you need to dig deeper than just the registration screen. This session will help you know what the financial transactions for events look like, where to find them and how to fix problems.

Presenter: Karen Carlson, MPA, Texas Bankers Association & Laura Tidquist, Association Technology Solutions
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Events
Time
3:40 PM - 4:40 PM
3:40 PM

Time
5:00 PM - 6:00 PM
5:00 PM

Wednesday, 19 May 2021

 
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)
Track
Events
Time
9:30 AM - 10:30 AM
9:30 AM

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)
Track
Finance
Time
9:30 AM - 10:30 AM
9:30 AM

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
Time
9:30 AM - 10:30 AM
9:30 AM

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)
Track
Events
Time
10:45 AM - 11:30 AM
10:45 AM

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
Time
10:45 AM - 11:30 AM
10:45 AM

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)
Track
Finance
Time
10:45 AM - 11:30 AM
10:45 AM

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)
Track
Finance
Time
11:40 AM - 12:40 PM
11:40 AM

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)
Track
Events
Time
11:40 AM - 12:40 PM
11:40 AM

(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
Time
11:40 AM - 12:40 PM
11:40 AM

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)
Track
Cloud Only
Time
1:30 PM - 2:30 PM
1:30 PM

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)
Track
Membership
Time
1:30 PM - 2:30 PM
1:30 PM

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)
Track
IT/Technology
Time
1:30 PM - 2:30 PM
1:30 PM

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)
Track
IT/Technology
Time
2:45 PM - 3:30 PM
2:45 PM

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)
Track
Cloud Only
Time
2:45 PM - 3:30 PM
2:45 PM

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)
Track
Membership
Time
2:45 PM - 3:30 PM
2:45 PM

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)
Track
Cloud Only
Time
3:40 PM - 4:40 PM
3:40 PM

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)
Track
IT/Technology
Time
3:40 PM - 4:40 PM
3:40 PM

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) 
Track
Membership
Time
3:40 PM - 4:40 PM
3:40 PM

Time
5:00 PM - 6:00 PM
5:00 PM

Thursday, 20 May 2021

 
Want to do more in IQA than just export data? IQA is the basis for all the dashboards on the staff site. This session will go over the more advanced features of IQA that allow you to summarize and display your data in different ways. Counting, Totals/Sub-totals, setting up for charts and more.

Presenter: Travis Campbell, CiA, CiP, Causeis
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Level: ADVANCED
Track
Advanced Technology
Time
9:30 AM - 10:30 AM
9:30 AM

When a query is just not enough and cloud tools don't allow SQL access, you can use the New iMIS Report Writer (Exago) to get the data out that you need in the format that you prefer!

Presenters: Kevin Pape, CiP, CiSEng, Ascension Technology Solutions, LLC & Molly Verduzco, Advanced Solutions International, Inc.
iMIS Version:
 iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Cloud Only
Time
9:30 AM - 10:30 AM
9:30 AM

You have been working on your SSRS report but can't get it to run from within the iMIS staff site. You need to build reports or certificates that can be sent as a PDF to a customer. Get some tips on using SSRS to best produce the reports and documents you need to create from iMIS data. Bring your issues and questions to find out how you might solve your reporting issues.

Presenter: Stacey Muellner, Intuitive Business Concepts, LLC.
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Level: ADVANCED
Track
Advanced Technology
Time
10:45 AM - 11:30 AM
10:45 AM

From a webinar to chapter meeting, to the one day, in-person annual conference, iMIS Cloud can manage it all. Add in a dash of process automation for the personal touch on your confirmations.

Presenter: Sarah Hoddinott, CiP, CiSE, Boost It Up
iMIS Version: 
iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Cloud Only
Time
10:45 AM - 11:30 AM
10:45 AM

Developing in RISE isn't all server-side C# code anymore. The "cloud" brings a lot of other options to the table. This session will cover some of the different development options that can be integrated into RISE and how to decide which to use for the best result.

Presenter: James Harrison, Visual Antidote
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Level: ADVANCED
Track
Advanced Technology
Time
11:40 AM - 12:40 PM
11:40 AM

Your staff and organization's leadership need a quick way to access and review key metrics to stay in the know and make important decisions. Utilizing dashboards will help make all of that possible. From copying and pasting existing dashboards to make them your own, to editing existing ones - join us to see how it's done.

Presenter: Sarah Hoddinott, CiP, CiSE, Boost It Up
iMIS Version:
 iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Cloud Only
Time
11:40 AM - 12:40 PM
11:40 AM

See how others have moved to the iMIS Cloud. Hear first hand about their trials, tribulations and successes during their move.  This will help you whether you're just starting to plan or if you are deep in the middle of your move.

Presenter: Nathan Slovin, Advanced Solutions International, Inc., Melissa Becker, Pittsburgh Technology Council & Sarah Ivie, Texas Restaurant Association
iMIS Version: 
iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300)
Track
Moving to iMIS Cloud
Time
1:30 PM - 2:30 PM
1:30 PM

A Better Understanding of How iMIS Financials Work

Ask any accountant or finance person to use iMIS and their answer will not be what you want to hear!  However, if they have a better understanding of how it works from start to finish, the accounts being affected within iMIS as that transaction takes its journey, it's not so bad!  We will show you what happens once you enter a transaction so you may better understand why certain options in iMIS need to be set for it to all run smoothly. 

Presenter: Mark Adrion, Acension Technologies, LLC
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300)
Track
Finance
Time
1:30 PM - 2:30 PM
1:30 PM

The cloud is HERE! Whether you plan to get there in the next year or more, come find out how to get your customizations to be cloud-compliant. Look at your views, stored Procedures, Triggers and more to start thinking about transforming them into processes that work with iMIS Cloud.

Presenter: Keith Hunter, Armstrong Enterprise Communications 
iMIS Version:
 iMIS 2017 (20.2)
Track
Moving to iMIS Cloud
Time
2:45 PM - 3:30 PM
2:45 PM

This session will provide an overview of how deferred income works, best practices for entering transactions with deferred income into iMIS and reporting options. Tracking deferred income is essential for your organization to meet financial reporting requirements. As this can impact any product or service that provides a benefit to your members over a period of time, it is necessary to understand how to enter those transactions into iMIS and how to provide information about the transactions to finance/accounting staff.  

Presenters: Robert Lane, MBA, Ph.D, CiP, Lane Services, LLC & Barbara Kincaid, MCSE, American Council of Life Insurers
iMIS Version: 
iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300), iMIS Cloud Professional (20-100/200)
Track
Finance
Time
2:45 PM - 3:30 PM
2:45 PM

There is so much to consider when it comes to accounting and fundraising. We will start with the basics of how a gift, pledge, or pledge payment progresses through the financial process in iMIS, and then look at corrections such as gift refunds and pledge write-offs. 

Presenter: Sarah Hoddinott, CiP, CiSE, Boost It Up
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300) 
Track
Finance
Time
3:40 PM - 4:40 PM
3:40 PM

(iMIS 2017 to iMIS Cloud) - A Look At Taking Current Processes in iMIS 2017 and Understanding How They Will Function in iMIS Cloud

Ditch the Advanced Accounting Console and see how iMIS Cloud allows you to do everything Event, Finance and Commerce related. From defining and marking CEU attendance to Posting batches and Order staging, all the way through to your GL Interface.

Presenter: Angelia Moore, CiP, CiA, CSM, CSPO, PuMP, aks solutions
iMIS Version:
 iMIS 2017 (20.2), iMIS Cloud Enterprise (20-300) 
Track
Moving to iMIS Cloud
Time
3:40 PM - 4:40 PM
3:40 PM

 

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