When
9/17/2024 7:30 AM - 9/17/2027 4:00 PM
7:30 AM
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Welcome to the 2024 Annual iMIS Users Conference by Michele Morgan, Executive Director of the iMIS Users Group. Immediately following will be Keynote Speaker, Tom Morrison:
How to Get Members to Scream Your Value
How would you like to grow your association’s financials over 3,800% in 18 years, have over 80% of your members engaged in programs and sellout your executive training program in 30 hours two years in advance every year? Through Tom Morrison’s drive for innovation and value creation, his association did just that. During this energizing must see keynote, Tom will share:
• Data that shows associations are in the middle of the biggest wave of potential members in our history
• Unpack the key elements to bringing your association value proposition ALIVE
• Why associations need to embrace the AI movement to maximize their effectiveness
Presenter: Tom Morrison, Tom Morrison & Associates & Presenter: Michele Morgan, DES, CMP, iMIS Users Group
9:00 AM
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Join us in this insightful session and conquer the challenges that come with iMIS financial operations. Our expert-led guidance will empower you to simplify complex accounting tasks, from generating comprehensive financial reports to managing refunds and subscription cancellations with ease. We'll also guide you through PayCentral Live, providing the tools you need for effective transaction handling. Enhance your skills and confidence to streamline your financial operations with accuracy and compliance. Presenter: Robert Lane, MBA, Ph.D, CiP, Lane Services, LLC.
11:05 AM
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From Your Handheld Device
Dive into the transformative power of mobile apps and discover how they can revolutionize revenue generation and member engagement in this engaging panel discussion. Seasoned users will share their favorite mobile applications and reveal how these cutting-edge tools have enhanced organizational effectiveness. Explore innovative strategies for leveraging mobile technology to facilitate seamless event navigation, eliminating the need for traditional paper methods. You'll gain valuable insights into optimizing mobile apps to deliver an exceptional user experience while boosting financial performance, making this session a must-attend for anyone seeking to unlock the full potential of mobile solutions.
Presenter: Sameer Mulla, Mosaic Apps & Michele Morgan, DES, CMP, iMIS Users Group
11:05 AM
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The world is abuzz with chat about Artificial Intelligence (AI). But how can it be used effectively with iMIS? Join this session to learn about two different approaches with actual iMIS clients. First, we’ll explore the application of large language models applied to iMIS data. Can we circumvent the need to write IQAs to get complex data analysis? Second, we show the attempt to train an AI with community knowledge from user discussions to create a helpful chatty and knowledgeable ‘expert’. Join to learn more! Presenter: Keith Stoute, Bursting Silver
11:05 AM
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Engage in a dynamic think tank designed to ignite innovation and uncover new avenues for revenue generation. This interactive session encourages open discussion, allowing participants to share and gain valuable insights and ideas that can be implemented within their own organizations. Collaborate with peers to explore practical strategies and creative approaches aimed at driving future revenue growth. Return to your organization equipped with a toolkit of actionable ideas to enhance your financial strategies and contribute to sustainable development.
11:05 AM
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This "quick bits" demonstration will guide you through the essential tools and features of the data integrity dashboard, helping you understand how to maintain the accuracy and consistency of your organization's data. Gain valuable insights in just 30 minutes that will empower you to effectively manage and utilize your data for better decision-making and operational efficiency. Presenter: Robert Lane, MBA, Ph.D, CiP, Lane Services, LLC.
1:05 PM
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The Style Guide in iMIS is a powerful tool for managing the look and feel of your organization's web presence efficiently and effectively. Join this informative session for a practical demonstration of the tools available in the RiSE Style Guide for iMIS 17 and EMS. This "quick bits" showcase will walk you through the key features and capabilities that the Style Guide offers "out of the box". Presenter: Jake Bound, Intuitive Business Concepts
1:05 PM
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What Do You Use it For? Dive into a swift and enlightening "quick bits" session focused on exploring diverse use cases for the iMIS Events module. Discover how different organizations leverage this powerful tool to seek fresh ideas. This session will provide valuable insights into innovative and effective ways to utilize iMIS Events. Gain inspiration and practical tips in just 30 minutes. Presenter: Jenna Campbell, CiP, John Consulting
1:05 PM
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Maximize your membership campaigns with this focused, fast-paced session. Learn the top five rules that have proven to make the most impact in driving membership growth and engagement. This "quick bits" presentation will instill essential strategies and best practices into actionable insights, helping you to effectively attract and retain members. Whether you're refining existing campaigns or launching new ones, these key guidelines will equip you with the tools to succeed, all delivered in just 30 minutes. Presenter: Amber Worthen, Email Maven
1:05 PM
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Don't let digital transformation overwhelm you. We’ll guide you through the essential steps to ensure your organization is ready for a seamless digital overhaul. This session will leverage real-life client case studies as the foundation. Key topics including: • EMS Readiness: Assessing your current business processes for areas of opportunity • Technology Roadmap: Outlining a strategic plan that defines the technology initiatives • Technology Stack Diagram: Understanding the architecture of your technology stack and how each component interacts within your digital ecosystem. Whether you’re just starting your digital transformation journey or looking to enhance your existing strategies, this session will provide valuable insights and practical advice to help you navigate the complexities of digital change. Presenters: Tricia Marshall & Cindy Meyers, Association Technologies, Inc.
1:40 PM
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Join us for a dynamic session designed to ignite creativity and innovation for using iMIS. In this interactive workshop, participants will break into groups to share ideas and brainstorm innovative ways to leverage iMIS capabilities. Explore new perspectives and collaborative solutions that can be applied directly to your operations, fostering a culture of innovation and continuous improvement within your organization.
1:40 PM
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This insightful session on Artificial Intelligence (AI), focuses on generative AI. This session will explore AI's potential and applications across various industries, highlighting key tools, their capabilities, and real-world success stories. Attendees will learn how AI can streamline processes and drive innovation while addressing important concerns like data privacy, security, and ethical issues. Additionally, practical advice on starting an AI initiative, including strategic planning and resource management, will be provided. This session is ideal for anyone looking to understand or enhance their organization's AI use. Presenter: Conor Sibley, Higher Logic
1:40 PM
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Where Ideas Meet Opportunity Our Sponsors and Partners have incredible products and services available for your organization's use of iMIS. Thus, we have created the "Spark Stations". If there is a product(s) you have heard about and you MUST SEE it, we can help make that happen. This session will focus on the highly requested iMIS integrated products shared on the exhibit floor. Simply submit what product you want to learn more about when you register for this session and we will focus on making it available for a quick demo. Featured Demos for this session: Armstrong Enterprise Communications Bursting Silver CSI, Inc. Get Efficient Insight Guide
1:40 PM
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Join us for a concise and insightful 15-minute Innovation Igniter session focused on Process Automation. Learn from your peers about their applications of process automation tools to enhance member engagement and staff efficiency. Discover how alerts can keep staff informed about member activities, how automated communications can keep members engaged, and much more. These quick sessions are packed with real-world examples and practical tips, empowering you to implement similar strategies in your organization to streamline operations and improve connectivity. Presenter: Jenna Campbell, CiP, John Consulting
3:05 PM
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Enhance your iMIS Query Architect (IQA) skills in just 15 minutes with this Innovation Igniters session. Attendees will learn valuable tips and tricks to streamline data extraction and improve their reporting capabilities. Discover how to make the most of IQA features to create more efficient and effective data queries. This session is perfect for those looking to quickly boost their proficiency and produce better, more insightful reports with ease. Presenter: Ellen Turner, CiA, CiP, CTCA, COWA, Bursting Silver
3:05 PM
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Discover the top 15 cool features that can transform how you manage and engage with your membership. From advanced analytics tools to seamless integration capabilities, learn how to leverage these features to enhance your organization's efficiency and member satisfaction. This quick, informative session is designed to unveil hidden gems within iMIS EMS, providing you with practical knowledge to elevate your use of the system.
Presenters: Melissa Mack, CiSE, Intuitive Business Concepts & James Harrison, CiSE, Bursting Silver
3:05 PM
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Explore the capabilities of Finance dashboards in this quick and informative session. Learn how to effectively utilize these tools to monitor and manage your organization's financial health. This "innovation igniter" demonstration will guide you through the key features and benefits of using Finance dashboards, showcasing how they can provide real-time insights into financial metrics, streamline reporting processes, and improve financial decision-making. Perfect for those looking to enhance their financial oversight with powerful, data-driven tools. Presenter: Michelle Lelempsis, CiP, CiSE, CAPIA, Causeis
3:05 PM
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The iMIS Page Builder is an essential tool for organizations looking to maintain an active and engaging online presence. It is crucial for connecting with members, donors, and other stakeholders. It enables users to effortlessly create, design, and manage web pages, ensuring your organization's website remains dynamic and effective. Join our session to discover how Page Builder can enhance your digital strategy! Presenter: Joseph John, CiP, John Consulting
3:25 PM
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Gain a comprehensive understanding of promo codes in iMIS with this detailed session. Attendees will learn how to effectively set up, manage, and utilize promo codes for marketing strategies, and drive engagement. This quick hit session will cover various use case scenarios, demonstrating the versatility of promo codes in attracting new members, rewarding loyalty, and increasing event participation. Equip yourself with the knowledge to leverage promo codes as a powerful tool in your promotional arsenal. Presenter: Michelle Lelempsis, CiP, CiSE, CAPIA, Causeis
3:25 PM
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Unlock the full potential of iMIS Committees in this educational session designed for both new and seasoned users. Attendees will learn how to effectively use and manage iMIS Committees, gaining insights into setup, member management, and engagement strategies. This 30 Minute Moment will also highlight best practices for committee operations, ensuring you properly document the volunteerism in your organization. Equip yourself with the tools and knowledge to streamline committee management and maximize their impact within your organization. Presenter: Ellen Turner, CiA, CiP, CTCA, COWA, Bursting Silver
3:25 PM
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What is it and Why Use It? Challenge your assumptions about the capabilities of iMIS with our session on Dynamic Dues Pricing. This presentation will demonstrate how iMIS's flexible pricing features can address and solve complex dues structures that may seem too complicated at first. Learn how to implement dynamic dues pricing strategies that adapt to various member needs and organizational goals, ensuring that your pricing model is as sophisticated and nuanced as your membership base requires. Join us to discover practical solutions for your most challenging pricing issues. Presenter: Karen Carlson, MPA, CiP, Computer System Innovations
3:25 PM
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iMIS Forms can help you to streamline data collection in a more user friendly way. This session will equip you with the knowledge to effectively utilize the Forms content item, allowing you to craft and manage custom forms tailored to various purposes. Learn how to seamlessly integrate these forms into your iMIS environment, improving efficiency and member engagement through streamlined data collection processes. Presenter: John Nicoletta, RSM US LLP
4:05 PM
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What ISN'T Needed in Your HTML Dive into the essentials of HTML in this beginner-friendly session designed to demystify the building blocks of web design and content management, email marketing and more. Join us as we explore the basic elements of HTML and clarify common misconceptions about what is truly necessary to create visually appealing and functional webpages. Learn what to include - and what not to include - to make your pages stand out without the clutter. Presenter: Jake Bound, Intuitive Business Concepts
4:05 PM
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Bring your questions to experts for answers on the spot! Seize the opportunity to connect directly with experts in this interactive "Ask the Experts" session. Bring your most pressing iMIS/RiSE and related product questions for on-the-spot advice and solutions. Whether you're facing technical challenges, seeking best practices, or curious about new features, our experts are here to provide the guidance you need. This open forum is ideal for users of all levels looking to deepen their understanding and optimize their use of iMIS/RiSE and other associated products. Presenters: Panel of iMIS Experts
4:05 PM
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Unlock the potential of IQAs and business objects in iMIS during this informative session designed to enhance your data management and analysis capabilities. Learn how to build and effectively utilize these powerful tools to improve the iMIS experience for both staff and members. We'll cover the fundamentals of constructing Intelligent Query Architect (IQA) queries and leveraging business objects for deeper insights and automation. This session is ideal for those looking to refine their skills and maximize the benefits of iMIS through advanced data handling and reporting techniques. Presenter: Deidre Brooks, Brooks Business Solutions Group
4:05 PM
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iUG Attendees and Sponsors Only - Badges Must Be Worn!
5:15 PM
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