Join us for TechXchange 23!

Unlock the full potential of Business Objects and Intelligent Query Architect (IQA) to extract the data you need from iMIS with precision. Learn which default Business Objects are legacy and should be avoided, and which are optimized for the best results. This session will also cover critical security considerations for API use, ensuring your queries are both efficient and secure. Gain practical insights and expert guidance to streamline your approach - empowering you to become a true Data Sensei.

Presenter: John Nicoletta, RSM US LP

Get a solid introduction to Business Objects and Expression Builder - essential tools that will make your transition to Intelligent Query Architect (IQA) much smoother. Learn how to simplify data extraction, streamline queries, and enhance reporting for your organization. This session also covers joins in IQA, helping you build more effective and efficient queries. Recommended Skills: Basic understanding of Business Objects and IQA, basic knowledge of iMIS queries and formulas. Some familiarity with SQL concepts is strongly recommended.

Presenter: Elizabeth Noble, CiP, CiA, CiU, Bursting Silver

In this hands-on, interactive workshop, you'll create two different types of events while learning how to leverage email marketing, process automation, and targeted messaging to boost attendee engagement. Whether you're organizing small gatherings or large-scale conferences, this session will equip you with the tools and strategies to effectively communicate, manage, and enhance your events.

Presenter: Ellen Turner, CiA, CiP, CTCA, COWA, CiSE, Bursting Silver

Join us for the opening session of the iMIS User Summit, featuring Michele Morgan, Executive Director of the iMIS Users Group along with, Kristina Drosos, Director of Client Experience, and Andrea Robertson, Director of Product Development at ASI. First we will kick things off and then Kristina and Andrea will share the groundbreaking developments achieved in 2024 and unveil their exciting vision for iMIS and its suite of products in 2025. Discover the key advancements driven by a client-first mindset, designed to enhance the iMIS experience for all users. Learn how these innovations will make iMIS more intuitive, efficient, and impactful for your organization. Don't miss this opportunity to gain valuable insights into the future of iMIS and how it will support your success in the year ahead!

Unlock the full potential of iMIS Committees in this educational session designed for both new and experienced users. Learn how to set up and manage committees effectively, optimize member engagement, and ensure proper documentation of volunteer contributions within your organization. This session will cover best practices for committee operations, including how to leverage committee management to support a nomination process. Discover the power of Dynamic Groups, both within and beyond committees, to streamline nominations and organize non-committee groups such as presenters, communications teams, and more.

It might be a parlor game to connect actors back to Kevin Bacon, but in your world, the challenge is tracking who knows your major prospect. The iMIS Relationships table is a powerful tool that helps you map and manage connections, ensuring you can leverage networks to strengthen engagement and uncover new opportunities. In this session, we'll explore how to track relationships, identify key affiliations, and go beyond direct connections to find multiple-degree relationships that can help you build the strongest connections possible. Learn real-world strategies to take your relationship tracking to the next level, making your outreach more targeted and effective.

Unlock five proven strategies to attract, engage, and retain members - all in just 30 minutes! This fast-paced, high-impact session delivers practical, actionable tips to strengthen your membership campaigns, enhance engagement, and refine your retention efforts. Walk away with straightforward, effective tactics you can implement immediately to build a stronger, more connected membership base.

Take your iMIS reporting skills to the next level! In this session, you'll learn how to create letters, design templates, and integrate dynamic charts and graphs, bringing back the features you loved in Crystal Reports. Discover expert strategies to enhance your reports, ensuring they are both visually compelling and highly effective.

Understanding & Implementing Autopay, ACH & GlobalPay
Implementing AutoPay and ACH payments may seem straightforward, but there are key details that can make or break your success. In this session, you'll gain insider knowledge from a real-world iMIS rollout, learn how to streamline set-up, avoid common pitfalls, and maximize efficiency to save time and money. We’ll also cover the latest updates on payment gateways and processors, ensuring you're equipped with the most up-to-date insights to optimize your approach. Come hear the do's, don'ts, and the things you won't hear till your neck-deep in it!

Presenters: Dr. Robert Lane, MBA, Ph.D, CiP, Lane Services, LLC & Michele Morgan, DES, CMP, iMIS Users Group

Join this session to streamline your dues billing process and enhance your organization's financial stability. Learn how to design efficient, accurate billing systems that not only ensure financial sustainability but also improve member satisfaction. Discover best practices for customizing billing structures to fit your organization's unique needs while minimizing errors and inefficiencies. Ideal for those looking to strengthen financial management and refine their approach to membership billing.

Presenter: John Nicoletta, RSM US LP

Struggling to send iMIS communications successfully? If you've ever battled Intelligent Query Architect (IQA) issues, wondered whether to use Recipient or Party, or encountered frustrating errors, this session is for you! Learn the tips and tricks to seamlessly set up follow-up messages - with or without PA or PA+ - while leveraging iMIS Communications effectively.

Take your Intelligent Query Architect (IQA) skills to the next level with a deep dive into the power of templates for result display. Learn how to format and present data effectively, ensuring clarity, professionalism, and improved usability. Perfect for those looking to refine their data management and reporting capabilities, this session will equip you with the tools to make your IQA queries more impactful and visually polished. Join us to unlock the full potential of templates and make your data work for you!

Dive into the fundamentals of event registration with iMIS EMS in this hands-on session. Whether you're new to iMIS or looking to refine your skills, you'll learn how to create, manage, and optimize registrations to fit your organization's needs. Discover key features, customize attendee options, and streamline the registration process for a seamless event experience. Unlock the full potential of iMIS EMS and set your events up for success!

iMIS Page Builder is a powerful tool for organizations looking to create and manage engaging web pages that connect with members, donors, and stakeholders. With intuitive design features, it allows users to effortlessly build and maintain a dynamic website, ensuring a seamless digital experience. Join this session to explore best practices, customization options, and strategies to enhance your online presence and digital engagement with Page Builder!