NiUG International Share, Compare, Become More Aware 2014 Chicago Conference May 19-21 Schedule of Events - Chicago, IL Monday, May 19, 2014 7:45-9:30 am Registration 7:45-8:30 am Breakfast & Exhibitor Showcase 8:30-12:00 pm Processing Memberships - Workflow studies to help you save time and money! IQA - An Introduction to Reporting Basics 9:00-12:00 pm Introduction to SQL - FULL DAY CLASS (continues after breaks/lunch) 10:00-12:00 pm (NCiU) NiUG Certified imis User Exam 10:30-10:45 am NiUG Networking Break & Exhibitor Showcase Noon - 1:00 pm Lunch & Exhibitor Showcase 1:00-4:00 pm Introduction to SQL - FULL DAY CLASS (continues) 1:00-4:30 pm Creative Uses for the Events Module IQA - Taking it to the next level! 2:45-3:00 pm NiUG Networking Break & Exhibitor Showcase 4:00-4:30 pm Classes End
NiUG Chicago Conference May 19-21, 2014 Schedule of Events Continued Tuesday, May 20, 2014 6:15-7:15 am ZUMBA workout! (optional) 7:45-12:00 pm Registration 7:45-8:30 am Breakfast & Exhibitor Showcase 8:30-10:00 am NiUG Opening Session - What s New with NiUG & Keynote 10:00-10:15 am NiUG Networking Break & Exhibitor Showcase 10:15-12:15 pm Planning Your imis 20 Upgrade Configuring Business Objects imis Dues Billing and Subscriptions - What you need to know and how you need to do it! 12:15-1:00 pm Lunch & Exhibitor Showcase 1:10-2:10 pm imis 20 Join Now and Renewals A Non-Technical Approach to Using IQA Reporting imis 101 - Where it all begins! (Part 1 of 3) 2:15-3:15 pm You ve Got Mail! A look at the new imis 20 Communications Suite Be Agile! Improve all aspects of your organization imis 101 - Where it all begins! (Part 2 of 3) 3:15-3:30 pm NiUG Networking Break & Exhibitor Showcase 3:30-5:00 pm Staff Site & Profile Page Setup for your Organization (a how to session) imis Documentation & Staff Training imis 101 - Where it all begins! (Part 3 of 3) 6:30-9:30 pm NiUG Networking Event - Dinner and Fun!
NiUG International Share, Compare, Become More Aware 2014 Chicago Conference May 19-21 Schedule of Events Continued Wednesday, May 21, 2014 8:00-11:00 am Registration 8:00-8:55 am Breakfast & Exhibitor Showcase 9:00-10:30 am Introductory report writing using SSRS Administering imis - Get It Done imis has an app for that! 10:30-10:45 am NiUG Networking Break & Exhibitor Showcase 10:45-12:00 pm Data Silos - Making it all connect! Tips & Tricks - Did you know? Exploring Events - Making sure what goes in will also come back out! 12:00-12:55 pm Lunch & Exhibitor Showcase 1:00-2:00 pm Fun Apps That Make Your Life Easier Wonder Twin powers activate! Activate the Activities Table Roles - Keys to the imis Kingdom 2:05-3:05 pm Mobile in Focus: Websites vs. Apps Responsive Design Best Practices for AR/ Cash 3:10-3:45 pm NiUG Closing Session - imis for $500 please!
NiUG Chicago Conference May 19-21, 2014 Sessions - NiUG Chicago Conference Monday, May 19, 2014 Optional Full & Half Day Classes & Schedule Registration Open Location: To be determined Time : 7:45 am - 4:00 pm 19 Monday NiUG Networking Breakfast and Exhibitor Showcase Room: To be determined Time : 7:45 am - 8:30 am Processing Memberships - Workflow studies to help you save time and money! Time : 8:30 am - Noon Is your Membership Join and Renewal process as easy, quick and efficient as you d like it to be? If you implemented imis over 5 years ago, you may want to review your Join and Renew process to see if re-engineering could create efficiencies and make your process as streamlined as possible. Join us as we collaborate and share ideas on how to accomplish the smoothest Join and Renewal process possible! Level: Beginner NCiU Credits: 3 CP IQA - An Introduction to Reporting Basics Time : 8:30 am - Noon At this session, you will learn what the IQA query tool is, how to access it, and how to write queries using it. You will also learn how to export your results to Excel or text files, as well as securing your queries so others cannot modify or even access your reports! Level: Beginner NCiU Credits: 1 CP -- NCiA Credits: 3
NiUG International Share, Compare, Become More Aware 2014 Chicago Conference May 19-21 Introduction to SQL (Full Day Class) Time : 9:00 am - Noon (to continue after lunch) 19 Monday You know imis uses SQL Server, but what does that mean? Take the lid off the black box and learn what SQL already does and can do for you. During this class, you will learn some basic SQL queries, how to check and adjust permissions, how to schedule back-ups and more! Level: Beginner/Intermediate (technical) NCiA Credits: 3 Morning Refreshment Break and Exhibitor Showcase (classes continue after break) Room: To be determined Time : 10:30 am - 10:45 am NiUG Networking Lunch and Exhibitor Showcase Room: To be determined Time : 12:00 pm - 1:00 pm Creative Uses for the Events Module Time : 1:00 pm - 4:00 pm The Events module can be used for more than just your typical meeting registration. Join us as we explore how you can utilize this module for the not so out of the box things you need to track, such as; Ad and Sponsorship Sales, specialty meetings and more! Level: Beginner NCiU Credits: 1 Events -- NCiA Credits: 1 NOTE: Afternoon Refreshment Break and Exhibitor Showcase Room: To be determined Time : 2:45 pm - 3:00 pm
NiUG Chicago Conference May 19-21, 2014 IQA - Taking it to the next level! Time : 1:00 pm - 4:00 pm 19 Monday Have you done as much as you can off of your basic knowledge of IQA? This class will cover things such as performing advanced joins (joining contact back to itself for trade associations among others), build a query on another query, formulas and much more! This is not your basic IQA reporting class, registrants should *already* know or be able to do the following; Where the various locations IQAs are accessed and used in imis Difference between Design and Run modes How to create filters and hide/display them for end users How to specify which fields to display in an IQA s results; rename and reorder them Level: Intermediate to Advanced (technical) NCiA Credits: 1 Introduction to SQL (Full Day Class - continues after lunch) Time : 1:00 pm - 4:00 pm ( from the morning session) Tuesday, May 20, 2014 - Users Conference 20 Tuesday ZUMBA! Start your day with a workout! Zumba Instructor: Del Crawford (formerly with NiUG International) Location: TBD Time : 6:15 am - 7:15 am (Don t forget to pack your workout clothes!) Join us for a pre-conference, energizing ZUMBA class to get your day started off right! This hour long exercise class is a fitness-party that blends upbeat world rhythms with easy-tofollow choreography, for a total-body workout that feels like a celebration. Ditch the workout and join the party!
NiUG International Share, Compare, Become More Aware 2014 Chicago Conference May 19-21 Tuesday, May 20, 2014 - Users Conference (Con t) Welcome to NiUG & Opening Session Presenter: NiUG International & Heather Clarke-Peckerman, Stratengy Time : 8:30 am - 10:00 am 20 Tuesday Join us as we kick off this year s first imis educational event! Hear about what s new with NiUG and the future of the organization, then join us for Energy Leadership with guest speaker Heather Clarke-Peckerman of Stratengy as she shares with us the secret to understanding there are no limits as to the potential growth that you can achieve. Once you realize that your level of consciousness is directly related to your actions, you can move from functioning effectively, to functioning optimally. NiUG Networking Break & Exhibitor Showcase Time : 10:00 am - 10:15 am Planning Your imis 20 Upgrade Time : 10:15 am - 12:15 pm Are you planning to upgrade to the latest and greatest imis20? How will moving from a previous version affect you, your staff and the organization as a whole? Join us as we help you fully understand what to expect! We will explore deploying and configuring imis 20, new functionality, reporting, hardware and software requirements, the possibilities of the Cloud and much more! NCiA Credits: 2 Configuring Business Objects Time : 10:15 am - 12:15 pm Join us during this session to learn how you can use and configure business objects to allow you to present data in a more user friendly and effective manner. NCiA Credits: 2
NiUG Chicago Conference May 19-21, 2014 Tuesday, May 20, 2014 20 Tuesday imis Dues Billing and Subscriptions - What you need to know and how you need to do it! Time : 10:15 am - 12:15 pm In this session, we will review dues payment processing and then look into the system configuration to identify how the bills are calculated and the many options available to you to configure your dues process specifically for your organization. NCiU Credits: 2 Billing NiUG Networking Lunch & Exhibitor Showcase Time : 12:15 pm - 1:00 pm imis 20 Join Now and Renewals Time : 1:10 pm - 2:10 pm New and renewing members are the lifeblood of your membership organization. Members expect to be able to join your organization, update their membership information, change chapters and subscriptions and pay online. Join us as we show you how to configure imis to give your members self-service power with your IMIS20 upgrade or installation! NCiU Credits: 1 CP A Non-Technical Approach to Using IQA Reporting Time : 1:10 pm - 2:10 pm Most of you have a reporting tool at your disposal in imis through IQA, but did you know you don t have to be a technical person to use it? Attend this session if you are a beginner to IQA or if you are non-technical and want to find out how to easily develop an IQA report without the help of the IT department! NCiU Credits: 1 CP -- NCiA Credits: 1
NiUG International Share, Compare, Become More Aware 2014 Chicago Conference May 19-21 imis 101 - Where it all begins! (Part 1 of 3) Time : 1:10 pm - 2:10 pm 20 Tuesday Has your organization: encountered a lot of staff turnover, shifted someone to a position that requires them to now use imis, or perhaps you have someone that needs a fresh perspective on how the Customer module fits your organization s needs? Your new and transitioned staff need to attend the imis101 afternoon sessions (3 parts)! These sessions will teach you and your staff how to use this core module for your customer tracking and membership management needs. (Part 1 of 3) NCiU Credits: 1 CP You ve Got Mail! A look at the new imis 20 Communications Suite Time : 2:15 pm - 3:15 pm Have you heard that imis20 has built-in email functionality? Come check out these cool new features for mass emails from IQA lists that include templates and attachments and provide ASI with valuable feedback regarding your communication needs as they continue to develop this valuable tool for you! Be Agile! Improve all aspects of your Organization Time : 2:15 pm - 3:15 pm Agile is now more than a word to describe gymnasts. It is a methodology to take on complex software development projects in manageable components, for quicker incremental upgrades to better meet the needs of end users. Learn from those that have used the techniques of agile software development to enhance their projects, and how you can be more agile in helping your coworkers.
NiUG Chicago Conference May 19-21, 2014 imis 101 - Where it all begins! (Part 2 of 3) Time : 2:15 pm - 3:15 pm 20 Tuesday Continued from the 1:10 p.m. session: The imis101-where it all begins! sessions will teach you and your staff how to use this core module for your customer tracking and membership management needs. Part two will include Activity management, Committee management and security credentials (Part 2 of 3) NCiU Credits: 1 CP -- NCiA Credits: 1 NiUG Networking Break & Exhibitor Showcase Time : 3:15 pm - 3:30 pm Staff Site & Profile Page Setup for your Organization (A how to session) Time : 3:30 pm - 5:00 pm Thinking of upgrading or recently upgraded to imis20? Attend this class to learn more about the imis staff portal and how to setup and modify the member profile page. We will also share some tips and tricks to setting up your RiSE websites! NCiA Credits: 1 imis Documentation & Staff Training Time : 3:30 pm - 5:00 pm Does documentation and staff training take a back burner to all your other tasks? We will walk through best practices and training options that take into consideration the various learning styles of your staff.
NiUG International Share, Compare, Become More Aware 2014 Chicago Conference May 19-21 imis 101 - Where it all begins! (Part 3 of 3) Time : 3:30 pm - 5:00 pm 20 Tuesday Continued from the 1:10 and 2:10 p.m. sessions: The imis101-where it all begins! sessions will teach you and your staff how to use this core module for your customer tracking and membership management needs. Part 3 will focus on the administrative configuration and setup components of the Customer Management module with an introduction to IQA query searches and standard reporting. (Part 3 of 3) NCiU Credits: 1.5 CP -- NCiA Credits: 1.5 NiUG s Networking Dinner Event Location: To be determined soon! Time : 6:30 pm - 9:30 pm At every conference NiUG plans an event to help you relax and enjoy a few hours away from learning and amongst your imis peers. Here you can enjoy additional time for networking and getting to know your fellow attendees. Join us for this optional event, we are confident you will enjoy the time away to speak with NiUG Staff, ASI personnel, Solution Providers, Vendors and your fellow imis Users! Wednesday, May 21, 2014 Introductory Report Writing Using SSRS Time : 9:00 am - 10:30 am 21 Wednesday Regardless of your imis version, if you are on SQL Express, SQL 2005 or more recent version of SQL, then you have all you need to get started using this great reporting tool. Come learn the steps to create your first report and leave with the tools you need to start writing reports in SSRS when you get back to your office. NCiA Credits: 1.5
NiUG Chicago Conference May 19-21, 2014 Wednesday, May 21, 2014 Administering imis - Get It Done Time : 9:00 am - 10:30 am 21 Wednesday Do imis administration tasks have you thinking so little time, so much to do? Want help identifying the priorities and available tools for getting the tasks done? This session will provide a road map of what you need to know to keep imis tuned up and performing to the max! NCiA Credits: 1.5 imis has an app for that! Time : 9:00 am - 10:30 am Join us if you are interested in hearing about some of the less known modules of imis and review how they can be used in your organization to help centralize data and facilitate the full 360 degree picture of your members engagement. We will quickly explore modules such as Certification, Fundraising, Expositions, Acquisition Management, Chapter Management and Process Manager. NiUG Networking Break & Exhibitor Showcase Location: TBD Time: 10:30 am - 10:45 am Data Silos - Making it all connect! Time : 10:45 am - 12:00 pm There will be silos of data, but that doesn t mean they can t be connected. imis can export data to your accounting software, provide a single sign-on for various websites or feed data to your subsidiary. Learn how to make imis the grain elevator that supplies all your silos.
NiUG International Share, Compare, Become More Aware 2014 Chicago Conference May 19-21 Wednesday, May 21, 2014 Tips & Tricks - Did you know? Time : 10:45 am - 12:00 pm 21 Wednesday This session will review tips, tricks, and reminders of tasks and so much more about imis that you don t know about or forgot they existed. Collaborate with your peers to make sure you are aware of these time saving tasks, important steps, updates and more! NCiU Credits: 1 CP Exploring Events - Making sure what goes in will also come back out! Time : 10:45 am - 12:00 pm Events are the main source of some organizations revenue generation and can be stressful if you don t know where your data is! Join us as we explore what happens once that initial registration is entered. Where does all the data get written to so you know how to get it all out of imis. NCiU Credits: 1 Events -- NCiA Credits: 1 NiUG Networking Lunch & Exhibitor Showcase Location: TBD Time: 12:00 pm - 1:00 pm Fun Apps That Make Your Life Easier Time : 1:00 pm - 2:00 pm Whether imis or outside of imis, technology can certainly make life easier in most cases. This always entertaining and informative session will leave you with some handy apps that can help you at work and at home!
NiUG Chicago Conference May 19-21, 2014 21 Wednesday Wonder Twin Powers Activate! Time : 1:00 pm - 2:00 pm Tracking donor cultivations, emails, phone calls, not to mention all the standard activities can be overwhelming. Come and learn what others are using the activities table for, how they get the data into the table, and how they make the data useful to their staff. NCiU Credits: 1 CP Roles - Keys to the imis Kingdom Time : 1:00 pm - 2:00 pm imis security roles grant specific administrative privileges to user records. This session will explain the types of security roles available in imis 15.2 to imis 20.1 and help you understand how they can be used. NCiU Credits: 1 CP -- NCiA Credits: 1 Mobile in Focus: Websites vs. Apps Time : 2:05 pm - 3:05 pm imis 20 makes it simple and affordable to provide a dynamic mobile website with personalized content utilizing the ready-to-use starter templates. Unlike mobile apps that are designed just for specific device O/S software and must be continually modified when the device technology is updated, mobile websites are accessible anytime, anywhere, from any device and can be quickly updated without expensive programming. Come to this session and learn more about the quick start mobile sites available in imis 20 and how you can configure them to meet your organization s specific needs!
NiUG International Share, Compare, Become More Aware 2014 Chicago Conference May 19-21 Responsive Design Time : 2:05 pm - 3:05 pm 21 Wednesday imis engages your members anywhere, any time and on any device. Responsive Web Design allows customers to view your website from any device without having to maintain expensive mobile apps or duplicate your content in multiple sites. Learn how to implement imis with a responsive theme and learn some of the best practices for implementing a site that gives your users the access they need on the device of their choice. Best Practices for AR/Cash Time : 2:05 pm - 3:05 pm Is your organization following best practices for the imis AR/Cash module? Learn how to switch to Crystal statements, posting batches daily, reconcile PayPal vs. imis, using the GL interface, write off old balances, issuing credits through imis and more! NCiU Credits: 1 A/R Cash Closing Session - imis for $500 please! Time : 3:10 pm - 3:45 pm You have learned what imis can do and about NiUG, our exhibitors and sponsors for two to three days, now team up as we pit team against team in NiUG s version of Jeopardy! Win fabulous prizes and walk away knowing more then you came into the room with about imis and much more! This is also our grand prize giveaway session... so don t miss it! You have to be there to win!
Complete this form and mail to: NiUG International - NEW ADDRESS! 300 Community Drive, Suite A1 Tobyhanna, PA 18466 Tel: (866) 301-6484 or (570) 243-8700 Fax: (775) 257-1661 ½ Day - IQA Intro to Basics (AM) Name Company Title Address City Country Telephone Email Training Registration Fees NiUG Member Non Member Training Early Bird Rate (prior to March 21st): $300.00 $175.00 $400.00 $225.00 Training Regular Rate (prior to April 18th): $325.00 $200.00 $425.00 $250.00 Training Late Registration Rate (after April 18th): $350.00 $215.00 $450.00 $265.00 Select the training class(es) you will be attending (NOTE: If selecting 1/2 day sessions 1 morning and 1 afternoon use full day pricing column): Morning: Afternoon: Full Day: ½ Day - Processing Memberships (AM) ½ Day - Creative Uses of Events (PM) Intro to SQL - FULL DAY CLASS Conference Registration Fees NiUG Member Non Member Conference Early Bird Rate (prior to March 21st: Conference Regular Rate (prior to April 18th): Conference Late Registration Rate (after April 18th): $420.00 (US) $440.00 (US) Fax Register online at www.niug.org. State Zip $400.00 (US) $500.00 (US) $520.00 (US) $550.00 (US) Select breakout sessions you will be attending (one per slot): Tuesday 10:15 am - 12:15 pm: Planning imis 20 Upgrade Configuring Biz Objects Dues Billing & Subscriptions Tuesday 1:10 pm - 2:10 pm: Wednesday 9:00 am - 10:30 am: Wednesday 10:45 am - 12:00 pm: Payment Information: Total Please add up training, conference fees, options event fees and NiUG membership fees above. Check VISA Mastercard AMEX Card Number imis 20 Join Now/Renewals Non-Technical IQA imis 101 - Part 1 Tuesday 2:15 pm - 3:15 pm: You ve Got Mail Be Agile! imis 101 - Part 2 Tuesday 3:30 pm - 5:00 pm: Staff Site & Profile Page imis Documentation/Training imis 101 - Part 3 Intro to SSRS Full Day Administering imis Data Silo s Tips & Tricks Exploring Events Expiration Card Holder (Print) Signature Check or charge card information must accompany this form. Make checks payable to NiUG. Cancellation Policy: Cancellations must be received in writing on or before May 9, 2014 in order to receive a refund minus $50 administrative fee. No shows and late cancellations will forfeit the full registration amount. 1/2 Day ½ Day - IQA - Take it to the next level (PM) Full Day imis has an App for that! Wednesday 1:00 pm - 2:00 pm: Fun Apps Making Life Activate Activities Roles - Keys to the imis Wednesday 2:05 pm - 3:05 pm: Mobile in Focus Responsive Design A/R Best Practices Optional Events: 1/2 Day Tuesday Morning ZUMBA!: Yes please sign me up for the complimentary workout! (6:16 am start) Tuesday Networking Dinner Event: $50.00 - if attending all day training or conference $100.00 - Guests Not a NiUG member? Join now and take advantage of member rates! Dues are based on number of imis Licenses held, please select the range of imis licenses your organization has: 1-10 Licenses ($165.00 ) 11-20 Licenses ($250.00 ) 21-30 Licenses ($330.00 ) 31-40 Licenses ($410.00 ) 41-50 Licenses ($495.00 ) 51 and above Licenses ($550.00) $395.00 (US) AiSP s/vendors/consultants How did you hear about NiUG/Referred by Security Code