In this session you will find out how to do more with the iMIS Expression Builder tool that is part of the Business Object tool. You need to account for your grace period in an IQA and use it for both a filter, and a display? Set it up in Expression Builder. Need to do some calculations for your dues that is not handled by Out-of-the-box (OOTB) billing - use Expression builder. Find out this and much more.

The iMIS Data Management Suite (iDMS) has been a game changer for iMIS organizations - empowering users to make data updates and build powerful automations without needing technical support. In this half-day session, we’ll take you from fundamentals to advanced mastery. In the first half, we’ll cover everything you need to know about Task Actions: when to use Insert, Update, or Insert/Update, what sources to use, and best practices for options and settings. In the second half, we’ll shift into high gear - exploring next-level processing, scheduling tasks every organization should have in place, and integrating iWorkflow with RiSE to automate even more of your day-to-day operations. You’ll leave this session an iDMS power user, ready to tackle any data challenge with confidence!

Traveling solo or looking to expand your iMIS network? Join us for a casual Dine & Connect experience! We’ve made reservations at the restaurants below, and you simply need to choose where you’d like to go. Monday night, meet your group in the lobby at 5:15 PM and enjoy great food and conversation with fellow attendees. It’s an easy, no-pressure way to connect with others, share experiences, and make new professional connections. At the end of the night, just cover your own bill - no strings attached, just great company. Please pick an option below!

Also, you can gather a group on your own and go to the Assembly Food Hall!
Another great choice - reservations not required!

Join us for this interactive session and bring your Promo Code challenges with you and our presenter with help you sort it out on the spot! Are looking to boost registrations, drive product sales, or offer member incentives? This session will show you how to create and manage promotion codes in iMIS, but we need your help so we can create your challenging promo/discount codes on the fly FOR YOU! As we create them, we will explain the what and why of how to set them up. Visual learning at its best!

 Join us for a look at the latest and greatest in iMIS! This session will walk you through the new features and functionalities being worked on to help you get the most out of your system.
Learn how ASI has been fine tuning iMIS to be faster and more reliable. We'll also provide a behind-the-scenes look at how they've improved their development and hosting processes to deliver updates to you more quickly and smoothly.
This session is for everyone whether you're an administrator, a user, or a developer. Come discover how these changes will benefit your organization and help you achieve your goals.

Learning the ins and outs of iMIS can feel like drinking from a firehose, but it doesn’t have to. In this session, we’ll uncover time-saving tips, lesser-known features, and smart shortcuts that can make your daily work faster and easier. Learn how to streamline your workflow now, so you’re not relearning the hard way later. Whether you're new to iMIS or just looking to sharpen your skills, these practical takeaways will pay off immediately.

The RiSE Dashboard in iMIS is a centralized interface that provides staff users with access to key metrics, tools, and data insights across various functional areas of the system. Learn how you can enhance productivity and streamline access to key areas of interest for your organization through progress trackers, storage insights, searching business objects and more.

Ever run into an IQA you just couldn’t build? While we can’t guarantee you’ll solve every reporting challenge, this session will introduce you to some of the powerful new features in IQA like cross joins and other advanced capabilities, that can take your queries further. You’ll also get a first look at the new display formatting options for dates and numbers, helping you present your data more clearly and professionally.

What exactly is AI - and how can you use it responsibly in your nonprofit? This session introduces the basics of artificial intelligence, explores practical ways it can support your mission, and shares tips for using it ethically to protect member and donor data. We’ll also introduce the iMIND chatbot, powered by AI and trained using insights from the iMIS listserv, to show how nonprofits like yours are already putting AI to work in meaningful ways.

From Company Admins to custom relationship roles, iMIS uses connections to drive access and permissions. In this session, learn how the various admin roles work, how they relate to other relationship types, and what can go wrong if roles aren’t assigned or maintained properly. Walk away with tips to manage these roles confidently and keep your data secure.

Take a deep dive into a real-world case study highlighting how Pennsylvania Bankers Association used the iMIS Engagement Management System to track, manage, and improve member engagement. This session will cover the approach, setup, and methods used to define engagement metrics, assign scoring, and leverage insights for smarter outreach. Learn practical tips, see example dashboards, and walk away with ideas for how you can apply similar strategies to strengthen engagement in your own organization.

Need to share data without utilizing a full iMIS user license? If you have individuals that need to access only parts of iMIS and not do everything, this session will show you step-by-step how to create a public-facing website using RiSE, designed for non-members or unauthenticated users. You’ll learn how to build pages, configure access, publish IQA queries securely, and customize the layout. Walk away with the knowledge and confidence to build your own site when you’re back at the office!

Behind every smart iMIS solution is a solid data structure and a strategy to manage it. In this session, we'll explore when and why to create new user-defined tables and panels and how those decisions impact reporting, performance, and sustainability. We'll also dive into the importance of data governance policies: why they matter, what they should include, and how they help keep your data clean, consistent, and trusted across your organization.

Discover how nonprofits can boost productivity, improve collaboration, and streamline operations using powerful yet often underutilized tools in Microsoft 365. Learn how to automate repetitive tasks, organize your team, streamline meetings, manage documents, and make data-driven decisions without needing a technical background.

Great member engagement starts with a thoughtful onboarding experience. In this session, we’ll explore the “7 touches” approach - seven strategic, well-timed interactions that help new members feel welcomed, informed, and connected. This method is based on the principle that it often takes multiple, meaningful interactions to build trust, reinforce value, and prompt action. You'll learn how to map out and automate these touchpoints using iMIS Advanced Process Automation (APA), ensuring a smooth, consistent experience that sets the stage for long-term retention.

Your public-facing website is often the first stop for members, donors, and prospects, so make it count! In this fast-paced 30-minute session, we’ll share practical tips to improve usability, streamline navigation, and ensure your site is intuitive and engaging. Whether you're planning a redesign or just need a refresh, learn what to prioritize so visitors stick around (and come back!).

With ASI now acquiring the product developed by CSI, more people will be able to utilize iDMS. This phenomenal product helps organizations import data, update data, schedule jobs to run, clean up data, and more. Join us as we bring you along on at least one customer's journey as they show you how they are utilizing this product to increase efficiency within their organization.