8:45 - 9:30 AM
Registration Opens
9:30 – 9:45 AM
Welcome & Opening Remarks
9:45 – 10:45 AM
Session 1 – 60 Minutes
IQA – the Root of All Things iMIS - Melissa Mack, CiSE, Intuitive Business Concepts
Take a deep dive into the powerful query tool that drives dashboards, reports, and data across the entire iMIS platform. In this session, attendees will gain a clear understanding of what IQA is, how it connects to business objects, and why it is foundational to so many iMIS features. You’ll walk step-by-step through building a simple query, then level up with advanced techniques like joins, grouping, aggregation, and dynamic filters. Real-world use cases will demonstrate how to embed IQA results into RiSE pages, fuel dashboards, and support everyday reporting needs. The session wraps with live Q&A and troubleshooting tips to help you confidently tackle your own querying challenges.
10:45 – 11:00 AM
Morning Break – 15 Minutes
Coffee, refreshments & networking
11:00 – 12:00 PM
Session 2 – 60 Minutes
Utilizing Process Automation & Alerts for Increasing Engagement - Susan Du, RSM US LLP
This practical, one-hour session is designed to help iMIS users automate routine tasks, deliver timely communications, and increase member engagement with less manual effort. Attendees will learn how Process Automation and Alerts work together to power personalized emails, on-site notifications, and staff alerts for key actions like renewals, event activity, and profile completion. The session will walk through creating and customizing alerts, automating common engagement workflows, and even triggering outreach based on member activity and engagement scores. Best practices for building efficient queries, testing tasks, and troubleshooting common issues will be shared, along with real-world use cases and live Q&A to help you confidently streamline engagement across your organization.
12:00 – 12:30 PM
Session 3 – 30 Minutes
Quick Wins with iMIS Communications: Personalization, Targeting & Tracking - Robert Lane, MBA, Ph.D, CiP, Lane Services, LLC
A rapid-fire 30-minute walkthrough of how to build targeted lists, personalize messages with data, automate simple campaigns, and avoid common communication mistakes inside iMIS.
12:30 – 1:15 PM
Lunch – 45 Minutes
Networking & sponsor engagement
1:15 – 2:15 PM
Session 4 – 60 Minutes
Unlocking the Power of iMIS Dashboards - Andrea Middleton, Association Technologies, Inc.
Explore the full potential of both out-of-the-box and custom dashboards, including how membership, finance, fundraising, and engagement dashboards are built using IQA queries. You’ll learn practical techniques for customizing dashboards to meet your organization’s unique needs, optimizing performance through query caching and best-practice query design, and creating brand-new dashboards from scratch using RiSE content items, charts, and visualizations. The session will also showcase real-world use cases for tracking engagement, financial health, and event performance, plus a live interactive Q&A to help you solve your own dashboard challenges in real time. Don't forget to submit any questions for this session when you register!
2:15 – 2:45 PM
Session 5 – 30 Minutes
iMIS EMS Tips & Tricks: Quick Wins for Working Smarter - Melissa Mack, CiSE, Intuitive Business Concepts
This 30-minute power session packed with time-saving techniques every iMIS user will appreciate. From hidden shortcuts and navigation tips to productivity boosters you can use across membership, events, queries, and daily workflows, this session is all about working faster and more efficiently inside iMIS. You’ll discover small tweaks that deliver big results - whether it’s reducing clicks, streamlining repetitive tasks, or avoiding common frustrations. Perfect for users of all experience levels, this quick-hit session ensures you walk away with immediate, practical wins you can use the very same day.
2:45 – 3:00 PM
Afternoon Break – 15 Minutes
3:00 – 4:00 PM
Session 6 – 60 Minutes
Strengthening Your Data Integrity with iDMS - Michele Brandt, PMP, CSI
iDMS is helping organizations improve accuracy, consistency, and trust in their iMIS data. Attendees will first learn where iMIS provides out-of-the-box data integrity tools and reports, and how to find and use them. From there, the session dives into how iDMS (iMIS Data Management Suite) can be used to automate data cleanup, enforce consistency, clear invalid data, and support large-scale updates and imports without manual risk. You’ll also learn best practices for building and organizing custom data integrity queries using smart naming conventions that make reporting easier to manage long-term. Real-world examples will show how iDMS supports cleaner membership data, billing accuracy, activity tracking, and historical analysis, helping your team maintain a healthier, more reliable database.
4:00 PM
Possible Meet Up @local venue