BUILD YOURPLAYBOOK

TRANSFORM YOUR ORGANIZATION

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Welcome to Knowledge Days 2018It is my pleasure to personally welcome you to Baltimore and ACGI Knowledge Days 2018!

This year, I am thrilled to share with you the exciting line up of speakers, quality content, and industry experts that are sharing their real-world experiences, practical strategies, and tactics that will help you optimize your ACGI technology investment.

Our theme this year is Build Your Playbook. Throughout the conference, you will be immersed in our comprehensive “plays” to help you create your custom playbook.

So, what’s on the agenda? We are pleased to offer timely and relevant content through both speaker and breakout sessions. This year’s keynote speaker is Jamie Notter, of Human Workplaces, who will be sharing some eye-opening research from within the association community that highlights key pitfalls and opportunities for creating a culture of innovation.

Additional highlights include:

• Preview ACGI’s Version 8.5, and get hands-on experience with the latest product innovations

• 40 educational sessions (10 CAE approved) across four tracks with a variety of disciplines

• Training sessions and one-on-one meetings with industry experts and ACGI SMEs

• Product roadmap for Association Anywhere and Certelligence

• Education sessions presented by customers, ACGI’s business analysts and resource partners

Furthermore, KDays gives you the opportunity to get to know who’s on your team by meeting with ACGI staff members, industry peers, ACGI resource partners and industry consultants. We encourage you to take advantage of the many networking opportunities available during breaks, over lunch and at the Customer Appreciation Dinner at M&T Bank Stadium.

Last but not least, we are grateful for the participation and sponsorship of ACGI resource partners:

Platinum Sponsors: Higher Logic, Expo Logic, and Results Direct

Gold Sponsors: Omnipress, Catalyst Fire, CommPartners, Orases, Rackspace, and System Solutions Inc.

Thank you again for joining us at KDays 2018 and for your continued partnership with ACGI Software!

Kevin Hostutler President and CEO, ACGI Software

P.S. We encourage you to share your KDays experience on Twitter and Instagram using the hashtag #KDays2018

1–5 Welcome and Quick Info

6–7 Maps

8–10 Schedule

12–23 Education sessions presentedby customers,ACGI business analysts, and resource partners

24–25 Presenters

26–29 Resource Partner Showcase

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CATHERINE E. PUGH Mayor

250 City Hall, 100 North Holliday Street Baltimore, Maryland 21202

phone: 410.396.3835 fax: 410.576.9425 e-mail: mayor@baltimorecity.gov

June 6, 2018

On behalf of the citizens of Baltimore, it is my pleasure to welcome you to our great city for the 2018 ACGI Software Knowledge Days Users Conference.

This week’s conference will provide you with information on ACGI’s products, as product experts, savvy customers, and resource partners share techniques and strategies for getting the most out of your system and expanding your knowledge. With educational sessions, workshops, and ample networking opportunities, Knowledge Days offers you the chance to extend the value of your Association with best-in-class technologies.

As mayor, I am delighted that you have chosen Baltimore as the location of your conference, and I invite you to explore our great city on the harbor. I hope you enjoy your stay at the Baltimore Sheraton Inner Harbor Hotel, located conveniently near Oriole Park at Camden Yards and downtown’s picturesque Inner Harbor, site of our world-renowned Harborplace, featuring unique shopping, exceptional dining, and much more.

Best wishes for a memorable conference, and I look forward to welcoming you back soon!

Sincerely,

Catherine E. Pugh Mayor Baltimore City

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EXPERIENCE EVENT TECHNOLOGYYOUʼLL LOVE USING

Visit our table to learn more!

OnlineRegistration

On-SiteRegistration

FacialRecognition

LeadRetrieval

AttendeeTracking

Expo Logic services hundreds of association events across the globe every year.Our custom integration with ACGI allows you to keep registration data in your database and makes badge printing easy. Come see why we are the preferred choice for associations everywhere and the

official registration provider for KDays 2018.

WWW.EXPOLOGIC.COM

WE INTEGRATE!

OFFICIAL REGISTRATIONPROVIDER for KDays 2018

ExpoLogic_XKDays2018_7x10.indd 2 3/21/18 11:41 AM

KDays Quick InfoRegistrationLocation: 2nd Floor of the Sheraton – Harborview Gallery

Dates & Times:Wednesday, June 6 1:00 pm – 5:30 pm

Thursday, June 7 7:00 am – 5:30 pm

Friday, June 8 7:15 am – noon

Wireless Internet AccessUser: ACGI Password: Kdays2018

Get Engaged Follow us on Twitter @ACGISoftware, use

#kdays2018 in your posts!

Like us at http://facebook.com/acgi-software

Connect professionally at http://linkedin.com/company/acgi-software

Download the KDays app from Apple or Google Play to get everything you need in the palm of your hand. Details on page 7.

Visit ACGI Solutions LoungeLocation: 3rd Floor of the Sheraton – Chesapeake Gallery

Visit ACGI’s Solution Lounge and be the first to preview ACGI’s Version 8.5. You’ll see our latest product innovation, get hands-on experience with our solutions, and build out your playbook to transform your organization.

Welcome ReceptionWednesday, June 65:30pm – 7:00pm2nd Floor of the Sheraton – Skywalk TerraceJoin us at Skywalk Terrace on the Sheraton’s second floor for drinks and hor d’oeuvres as we conclude the first day of KDays 2018.

Client Appreciation DinnerThursday, June 7 6:30pm – 9:30pm

M&T Bank Stadium

1101 Russell Street, Baltimore, MD 21230

ACGI will host a client appreciation dinner at M&T Bank Stadium, home of the Baltimore Ravens. In keeping with the KDays theme of: “Build Your Playbook – Transform Your Organization” - we’re encouraging everyone to wear their favorite sports jersey; any team, any sport. Come play to win!

Meet in the Sheraton Lobby at 5:45pm for ground transportation to M&T Bank Stadium

ACGI Software is a CAE Approved Provider. Our program meets the requirements for fulfilling the professional development needed to earn or maintain the Certified Association Executive credential.

Attendees can earn up to 7.5 hours for CAE credit by attending specific educational sessions identified on the agenda with the CAE symbol. ACGI will maintain records of your participation in accordance with CAE policies. Be sure to sign the participation form in the room when you attend qualified sessions.

Note: This program is not endorsed, accredited, or affiliated with ASAE or the CAE program. Applicants may use any program that meets eligibility requirements in the specific timeframe towards the exam application or renewal. Selection of eligible educa-tion is up to the applicant based on his/her needs.

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The Knowledge Days Events app is now available to download from the Apple Store and Google Play Store. Simply search for “Knowledge Days Events” and download the app to enhance your KDays experience!

The KDays app will provide you with the tools to:• Create your own profile and engage with fellow attendees• Search and select sessions to create your own personal itinerary• Learn more about our featured keynote and guest presenters• Identify Resource Partners to add to your itinerary• View quick info on things like hotel venue, weather forecast, wifi ac-

cess and special evening event details.• Receive the latest updates and general conference announcements• Join the social conversation on Twitter, using event hashtag #kdays2018It’s simple:

1. Download the KDays 2018 Events app - App Store to get started.2. Choose your device and follow the download instructions3. Start planning and exploring today!

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Stay Connected. Stay Informed. Download the KDays 2018 App.

Resource Partner Tables

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Thursday, June 76:00–7:00 am Baltimore Harbor Walk / Run Sheraton Lobby

7:00 am –5:30 pm Registration Desk Open Harborview Gallery

7:15–8:30 am AMC Roundtable Meeting & Breakfast Boardroom(Invitation Only)

7:15–8:30 am Breakfast & Meet the Experts Chesapeake Ballroom (Resource Partners)

8:30–9:15 am Welcome Address Chesapeake Ballroom

9:15–10:30 am Keynote - Creating a Culture of Innovation Chesapeake Ballroom

10:30–10:50 am Energy Break with Resource Partners Harborview Gallery

Knowledge Days Daily Schedule

Wednesday, June 69:00 am –4:30 pm Resource Partners Move in and Setup-up Harborview Gallery

1:00–5:30 pm Registration Desk Open Harborview Gallery

1:00–5:00 pm

2:00–3:00 pm Are You Fully Utilizing ACGI’s Modules?

3:00–4:00 pm Preparing for Your Version 8 Upgrade

4:00–4:30 pm Getting the Most Out of ACGI’s Wiki and ASSET

4:30–5:00 pm Right Tool for the Job: Which Reporting Tool Should I Use?

5:30–7:00 pm Welcome Reception Sheraton Skywalk

Understanding GDPR: ACGI Tools and Tips to Help with Your Compliance

POWER UPSEVERN ROOM I & II

Having SUM Fun: Storing, Using & Manipulating Data

BEST PRACTICES

LOCH RAVEN I & IIBusiness Process Mapping for Automating Your Workflow

TRAININGHARBORVIEW BALLROOM I

EXTENDING THE VALUE (PRESENTED BY RESOURCE PARTNERS)CAMDEN I

CAMDEN II

12:00–12:50 pm Lunch & Meet the Experts (Resource Partners) Chesapeake Ballroom

1:00–1:50 pm The Road Ahead - ACGI’s Product Roadmap Chesapeake Ballroom

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How Associations are Delivering Educational Content in an On-Demand World

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Product Showcase: Creating Custom ApEx Reports in v8.2.1+

How to Move Your Or-ganization from Manual to Automated Processes (credentialing focused)

Best Practices for Using E-Communications Management (“ECM”) module

10 Event Tech Trends & How They Will Improve Your Events

2:50–3:10 pm Energy Break with Resource Partners Harborview Gallery

The Emotion of Product Interaction

Taking the Complication Out of Accounting: Crossing Your T’s & Dotting Your I’s

Attributes - How and Where to Use Them

APEX Reports — Exploring Features from Simple to Complicated

5 Effective Principles for Web Projects: How to Use Them Towards Your Success

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5:00 pm

Product Showcase: Explore the Credentialing Journey with Certelligence

API Integration Between Your Website and ACGI

Business Objects: Enhancements & Key Techniques to Get the Most Out of Your Data

Crafting Exceptional Digital Experiences: Lessons Learned from Brewing Craft Beer

5:00 PM - 5:45 pm Free Time

5:45–6:15 pm Meet at Sheraton Lobby to take Sheraton LobbyBus to M&T Stadium

6:30–9:30 pm Customer Appreciation Dinner M&T Bank Stadium

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Business Objects – Basic Training

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User Experience: Delivering Product Value

When You Give a Mouse a Cookie . . . Extending and Improving the Customer Experience With ApEX, CSS and Javascript

BEST PRACTICES

LOCH RAVEN I & IIIf I Could Turn Back Time – Smart Fixes for Common Mistakes

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Friday, June 86:00–7:00 am Rise & Shine Yoga Sheraton Fitness Center

7:15 AM–Noon Registration Desk Open Harborview Gallery

7:15 AM–Noon Registration Desk Open Harborview Gallery

7:15–8:30 am Breakfast & Meet the Experts Chesapeake Ballroom(Resource Partners)

POWER UPSEVERN ROOM I & II

TRAININGHARBORVIEW BALLROOM I & II

10:30–11:00 am Energy Break with Resource Partners Harborview Gallery

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Product Showcase: Using Online Submissions Module for Your Applications

Are Your Credentials Future Ready? Making the Case for Micro-Credentials

Styling SSA Pages by Applying Themes With CSS & Template Manager

3:00–4:00 pm Closing Remarks and ACGI Chesapeake BallroomUsers Group Meeting

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CAMDEN IIDigital Application Transformation With Rackspace

Benchmarking Data: Unlocking Your Data to Enhance Constituent Value

Find a Pro—A Case Study of Using ACGI’s Referral Module

Display Data That’s Meaningful to You —Creating Dynamic Overviews

Attracting, Engaging, and Retaining Members With Online Community

11:00 to

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12:00–1:00 pm Lunch & Meet the Experts (Resource Partners) Chesapeake Ballroom

1:00–1:50 pm Innovation Game | The Technology Chesapeake Ballroom

Disruptors to WatchG

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EXPERTISE ACROSS THEWORLD’S LEADING CLOUDS.

FOR WHEN YOUR TEAMNEEDS A TEAM.

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common needs from customers and how you can fulfill them using our online support tools including Wiki pages and ASSET(JIRA). We’ll also explore other resources designed to make your daily life easier, maximizing your ROI from ACGI Software.

G Right Tool for the Job: Which Reporting Tool Should I Use? Adam Davis, Director, Business Analysis, ACGI Software 4:30 – 5:00 pm, HarborviewACGI continues on its quest to make data more accessible and meaningful. With the scope of using its standard reporting module, business intelligence platform, and new visualization features, customers may be a little overwhelmed and not sure which tools to use for getting the data they need. From running simple queries to developing even the most complex reports, this session will provide the audience with an overview of ACGI’s reporting features available to Association Anywhere and Certelligence users.

Welcome Reception 5:30 – 7:00 pm, Skywalk Terrace Join us at Skywalk Terrace on the Sheraton’s second floor for drinks and hor d’oeuvres as we conclude the first day of KDays 2018.

Registration Desk Open1:00 – 5:30 pm, Harborview GalleryLocated on the second floor of the Sheraton, the registration desk is directly off the escalator to your left. It’s your first stop for all KDays 2018 related materials and questions. Stop by and pick up your badge, conference bag, and say hello to the KDays events team.

T Business Objects - Basic TrainingTia Thompson, Business Analyst, ACGI Software1:00 – 5:00 pm, Camden 1This four-hour condensed computer-based course is designed to introduce novice users to the basics of Business Objects XI (BOXI) as it is utilized for ad-hoc reporting in Association Anywhere (AA) and Certelligence. Using examples that are integrated with application data, participants will learn how to leverage BOXI to view, create and edit reports as well as analyze queries designed to retrieve and present organizational data. As the course progresses, participants are introduced to more advanced BOXI features including charting and the formula editor.

T Event Management Module - Setup and Configuration Alison Horton1:00 – 5:00 pm, Camden 2This four-hour course is designed as a condensed workshop to provide participants with the knowledge and experience necessary to set up an event using Association Anywhere (AA) or Certelligence. Event configuration will be reviewed in detail as an experienced ACGI instructor will demonstrate the process of creating an event, establishing registration, and integrating with accounting. The subtopics include: Setting up event and event item types/codes, establishing event registration types and methods, discussing event templates, setting up event cancellation policies, event pricing, event accounting

options, event correspondence types/classes, and email correspondence (tied to e-contact management) and self service application (SSA) user experience.

G Are You Fully Utilizing ACGI’s Modules? Myron Spence, Technical Sales Manager, ACGI Software 2:00 – 3:00 pm, Harborview Curious about some of ACGI’s modules that you’re not yet using? This session will take you on a tour of various modules which are available in Association Anywhere and Certelligence.

G Preparing for Your Version 8 Upgrade Kara Whittington, Business Analyst, ACGI Software | Michelle Sutherlin, Business Informatics Director, Board of Certified Safety Professionals 3:00 – 4:00 pm, Harborview Are you winning the upgrade game? Play along with a CSR analyst and a long-time AA client as they provide insight into the upgrade process in the form of one of their favorite game shows! Why should you upgrade? When do you do it? What do you do with it when it’s in DEV? From timing to testing to troubleshooting, this session is designed to help you effectively plan and execute your next upgrade.

G Getting the Most Out of ACGI’s Wiki and ASSET Kandi Mell, Business Analyst, ACGI Software | Kevin Taylor, Account Manager, ACGI Software 4:00 – 4:30 pm, Harborview You have other resources in addition to Association Anywhere or Certelligence that you may not be taking full advantage of. Your partnership with the ACGI team is important, but there are also other assets available to save you time and help you improve efficiency and effectiveness. In this session, we’ll share

KDays Sessions

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ThursdayBaltimore Harbor Walk / Run 6:00 – 7:00 am, Sheraton Lobby For those early risers who want to start the day off energized and alert, we’re meeting in the hotel lobby at 6am for a brisk morning run/walk around Baltimore’s Inner Harbor.

Registration Desk Open 7:00 am – 5:30 pm, Harborview GalleryLocated on the second floor of the Sheraton, the registration desk is directly off the escalator to your left. It’s your first stop for all KDays 2018 related materials and questions. Stop by and pick up your badge, conference bag, and say hello to the KDays events team.

Breakfast & Meet the Experts 7:15 – 8:30 am, Chesapeake It’s the most important meal of the day. Join us on the 3rd floor – Chesapeake Gallery for a hearty breakfast. We’ll also have industry experts who are ready to help you with your unique business needs. If you have questions. They have the answers. Meet the Experts.

G Welcome Address Kevin Hostutler, President & CEO, ACGI Software 8:30 – 9:15 am, Chesapeake ACGI’s President and CEO will provide a warm welcome to attendees, and address ACGI’s position in the marketplace.

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G KEYNOTE: Creating a Culture of Innovation

Jaime Notter, Consultant, Human Workplace 9:15–10:30 am, Chesapeake Innovation is a popular buzzword in the association community these days, but do you really know what it takes to make innovation a reality in your association? Believe it or not, it all starts with workplace culture, because if your culture won’t support the specific behaviors that drive innovation, you’ll end up being all talk and no action (or results). In this provocative session, culture expert Jamie Notter will share some eye-opening research from within the association community that highlights key pitfalls and opportunities for creating a culture of innovation—at a time when our community needs it the most.

Lunch & Meet the Experts 12:00 – 12:50 pm, ChesapeakeJoin us on the 3rd floor – Chesapeake Gallery for a buffet luncheon. We’ll also have industry experts who are ready to help you with your unique business needs. If you have questions. They have the answers. Meet the Experts.

G The Road Ahead – ACGI’s Product RoadmapLou Hill, Product Manager, ACGI Software 1:00 – 1:50 pm, Chesapeake It’s been two years since our last KDays conference. In that time ACGI has made significant progress delivering on the goals in our product roadmap as well as refactoring existing functionality in ApEx. In this session, we will review new Association Anywhere and Certelligence capabilities that are available today and share what is coming in future releases as part of ACGI’s vision. We will also offer insights into the influential factors steering product direction and the expectations of a new beta testing program.

P Product Showcase: Creating Custom ApEx Reports in v8.2.1+Athena Marneris, Business Analyst, ACGI Software 2:00 – 2:50 pm, SevernDo you want to create your own ApEx reports? Do you find it hard to understand the tool and what it can do for you? In this session, you will learn how to create both Classic and Interactive reports in Oracle ApEx 5.0. See what filtering features are available to you when running Interactive reports that you may not be familiar with. Become an expert in creating your own quick query controls to default your reports to certain filters. Learn to dynamically display different ApEx components of your pages. Don’t know JavaScript? No need! Dynamic actions will help you implement the behavior you want in your development. You’ll see just how easy it is to make your pages look seamless within our applications and what templates are available to you in your custom Workspace

Energy Break with Resource Partners10:30 – 10:50 am, Harborview Gallery Refresh and refuel during this AM snack break. You’ll have a chance to network and engage with your peers, SMEs and Resource Partners.

B Having SUM Fun: Storing, Using & Manipulating DataChris Beaman, Director of Advancement & Communications, Kappa Delta Pi | Patti Bontempo, Director of Finance, Kappa Delta Pi | Jayne Geslak, Kappa Delta Pi11:00 – 11:50 am, Loch Raven Based on collaborative experiences using ACGI’s Association Anywhere software, three colleagues from three different internal departments will share tips and tricks on storing, using, and manipulating data from and within the system in order to drive better business decisions. Key areas of focus will be membership, marketing, fundraising, and accounting as well as the data reporting through BOXI (Business Objects Extreme Insight) and other template reports.

P Understanding GDPR: ACGI Tools and Tips to Help With Your ComplianceDan Kasprow, Chief Technology Officer & Co-Founder, ACGI Software11:00 – 11:50 am, SevernThe European Union’s General Data Protection Regulation (GDPR) went into effect on May 25th, and it has significant implications for organizations that handle personal data of those in the EU. But according to ASAE, more than a third of business executives and board members feel unsure about whether their organization are prepared to handle GDPR. ACGI has done its part and taken steps in its product development with Association Anywhere and Certelligence to implement

essential features to help our customers. What comes as a surprise to many organizations is that they have much to prepare for, outside of the systems they use. This session will highlight ACGI’s product enhancements to address GDPR. It will also provide some useful information about your organization’s responsibilities to adhere to GDPR.

V How Associations are Delivering Educational Content in an On-Demand World Sean Lawler, Director of Digital Products, Omnipress 11:00 – 11:50 am, Camden 1Educational content is the single greatest value your association provides to members—whether through your conference or your continuing education and training programs. In an on-demand world, members expect to access this content when and how they prefer. This makes managing and leveraging content more complex and time-consuming for association professionals, resulting in less time for other, more strategic initiatives. Using insights from our Fourth Annual State of the Industry Report, this session will address the top content trends and implications, while presenting thought-provoking questions to help your association turn these findings into action.

T Business Process Mapping for Automating Your Workflows Kacey Conn, Business Analyst, ACGI Software 11:00 – 11:50 am, HarborviewLearn the 5 key steps to mapping out your business processes to help your organization gain operational efficiencies, begin to automate a paper process or improve the operations of existing automation. During this session, we will take you through a simple exercise that will give you the tools you need to begin process mapping for your own organization.

Make your Association Website an Industry Game-Changer with:

IS YOUR WEBSITE THE ENVY OF THE INDUSTRY?EXPERIENCE THE ORASES TRIPLE-THREAT ADVANTAGE: FLEXIBILITY, SCALABILITY & ON-GOING SUPPORT

orases.com

Native ACGI Integrations

Connective Member Portals

Branded, Chapter Microsites

A Cohesive Website Design

5 EFFECTIVE PRINCIPLES FOR WEB PROJECTS: HOW TO USE THEM TOWARDS YOUR SUCCESSFriday, June 7th | 3:10-4:00pm

Our team member Kathryn Zoulias, PMP will present on how to keep your big website projects on the right track.

@orases

Get Your Technology Advantage Now with our Experts: Orases #KDays2018 Table

18-ORAS-01-HalfPageAd_P6.indd 1 5/14/18 4:10 PM

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V 10 Event Tech Trends & How They Will Improve Your EventsKate Dodd, VP, Marketing, Expo Logic 2:00 – 2:50 pm, Camden 1Learn about the latest event technologies for attendee engagement, tracking, and personalization. Discover how organizations are incorporating facial recognition, AR/VR, cashless payments and more to delight their attendees. Walk away with strategies for how to use these new technologies to grow your event, increase revenue and even integrate them with ACGI.

B How to Move Your Organization from Manual to Automated ProcessesAnne Richard, MS, LRT/CTRS, Executive Director, National Council for Therapeutic Recreation Certification | Robin McNeal, CTRS, Director of Credentialing, National Council for Therapeutic Recreation Certification 2:00 – 2:50 pm, Loch Raven The National Council for Therapeutic Recreation Certification (NCTRC) will provide an overview of the processes that they completed to enhance both the efficiency and effectiveness of the organization’s operations. This includes how NCTRC moved from a fully paper-based, manual data-entry organization to a paperless, automated organization, and the components that were required to achieve this goal. We will discuss the stages of implementation, from obtaining Board approval to notifying our customers about the benefits of an automated system, and also touch on the less obvious impact on staff work patterns and morale.

T Best Practices for Using E-Communications Management (“ECM”)ModuleMarc Durling, Business Analyst, ACGI Software2:00 – 2:50 pm, HarborviewWith ACGI’s E-Communications Management module (“ECM”), users can design templates for all types of correspondences, whether they are email blasts or confirmation emails for registration, membership, invoices, etc.  Create templates that best represent your brand.  What’s more, distribution emails can be easily personalized to each recipient. This session will equip you with knowledge to take your emails to the next level.

Energy Break with Resource Partners 2:50 – 3:10 pm, Harborview GalleryAttendees will have the opportunity to refresh and refuel during the PM energy snack break. You’ll have a chance to network and engage with your peers, ACGI SMEs and Resource Partners. We hope you’ll make valuable connections that will last long after the conference.

T Attributes - How and Where to Use Them Alan Armstrong, Business Analyst, ACGI Software 3:10–4:00 pm, HarborviewThis session will showcase how to really open attributes, control how and when they display by utilizing different tools and options. We’ll cover Attribute Rules, SSA Substitution Variables, Javascript, and jQuery. This is an advanced class for those with a strong understanding ofattributes and their configuration.

B Taking the Complication out of Accounting: Crossing Your T’s & Dotting Your I’sMark Ehrick, Senior Support Analyst ACGI Software | Vicki Satterfield, Customer Service Associate, ASID 3:10 – 4:00 pm , Loch RavenThis session will explore how you can better manage your accounting processes to help year end and audit preparation. ACGI’s Mark Ehrick and ASID’s Victoria Satterfield will share how using automated processes and the proper reports can save you time and frustration throughout the year.

V APEX Reports – Exploring Features from Simple to ComplicatedDoug Brown, President, Catalyst Fire 3:10 – 4:00 pm, Camden 1Join us for an interactive session where we take you from simple APEX reports through more complicated solutions that we have implemented. Remember, reports aren’t necessarily printed . . . we’re talking about data access for your constituents! We’ll explore the SQL Workshop as well as creating APEX application pages for both interactive and classic reports. And, we’ll show you how to make a printable report (think customer invoice or course certificate) via APEX.

P The Emotion of Product InteractionAlan Moore, User Experience & User Interface Engineer, ACGI Software | Lou Hill, Product Manager, ACGI Software | Layla Masri, President, Bean Creative 3:10 – 4:00 pm, SevernIt’s one thing to build a feature-rich product, it’s an entirely different thing to build a positive user experience. As human beings, we will always attach emotion to our daily interactions, be that with our constituents and co-workers, or with the software we interact with. Bad user experience design can frustrate and alienate users, while an intuitive and welcoming design can retain customers and promote adoption. In this session, ACGI’s UX and Product teams along with one of our creative partners will provide an overview of what it means to be “user-centered” in your designs. We will share with you various concepts and techniques that can be applied to your product experience designs in order to deliver optimal value to your users.

V 5 Effective Principles for Web Projects: How to Use Them Towards Your SuccessKathryn Murphy, Account Representative, Orases 3:10 – 4:00 pm, Camden 2Ever had a Web Project that wasn’t successful? Having run over 100 website projects, Kathryn Murphy (Zoulias), PMP has learned strategies and practices that when applied can help make any project run smoothly, stay on budget and be delivered on time. Based on her experience, research and training, Kathryn will share 5 key principles that you can adopt for the next project that will help you be more successful and look good in the process.

Managing Your Call for Papers Presents Inevitable ChallengesCATALYST Helps you Overcome Them

Deliver The High-Quality Event Content Your Attendees Demand

Learn more at www.omnipress.com/catalystGreat Conferences Start Hereby

Intuitive InterfaceUsers will appreciate the easy-to-follow layout and clean design as

they complete the forms.

Flexible Collection ProcessSystem flexibility provides the ability to integrate with

Association Anywhere AMS.

Dedicated Project ManagerAn experienced Omnipress

project manager will configure the system for your event.

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Leverage Your IT

AMS OptimizationAMS-CMS IntegrationCustom Application DevelopmentIT Vendor Selection & Implementation

Contact: Doug Brown Phone: 773.570.0351 Email: doug.brown@catalyst�re.com

V Crafting Exceptional Digital Experiences: Lessons Learned from Brewing Craft BeerAlexandra Mouw, CAE, Principal Digital Strategist, Results Direct 4:10 –5:00 pm, Camden 1The craft beer industry has exploded in recent years. And for the last 10 years we have embraced this by brewing our own beer at home. Home brewing is filled with recipe successes and brew day disasters… teaching us that crafting beer is chemistry and art mixed together. Brewing is a balance of the best ingredients, mixed in the right proportions, to yield a memorable beer that we revisit often. What do great beers and great websites have in common? Both require a careful balance of art and science that drive consumers to come back for more. In this fast paced session, I will share our lessons learned in brewing craft beer and what that’s taught me about crafting exceptional digital experiences. With websites and great beer, the simple, well-tested, balanced recipe is the one that brings success. Attendees with walk away with lots of laughs and 10 essentials to crafting great experiences.

B API Integration Between Your Website and ACGIEddie Talcott, Lead Architect, ACGI Software | Craig Broadbent, Director Web Solutions and Client Engagement, Association Headquarters | Mike Bowen, Sr. Web Developer, Association Headquarters4:10 – 5:00 pm, Loch Raven Do you need authentication between ACGI and your website? Would you like to provide a membership directory that’s integrated with member records in Association Anywhere? Do you need a simple Single-Sign-On (SSO) with a third-party website? Or, are your needs to integrate AA with your web front end more complex? In this session, you will learn about different options for integration with AA and what it takes to implement them for your web presence. Through a case studies approach, this session will detail the major steps to integration and their associated impact in the process. Specifically, a range of integration needs and approaches will be covered including, simple authentication between sites (SSO), brokered authentication, synchronizing member

profile data from AA to be filtered in various front-end layouts, integration via SSA pages, purchases of digital products for website content and access, reading and writing back member-related data (e.g., CE credits).

T Business Objects: Enhancements and Key Techniques to Get the Most Out of Your DataTia Thompson, Business Analyst, ACGI Software | Dan Kasprow, Chief Technology Officer & Co-Founder, ACGI Software | Bob Zenker, Director, Data & Analytics, Protiviti 2:00 – 2:50 pm, HarborviewThis training session will introduce you to the more advanced features of Business Object XI Release 4, including new features that will soon be available to ACGI customers. With a focus on ACGI’s data model, we will explore actual examples from within the system that will strengthen your Web Intelligence (WebI) reporting skills while working with multiple, concurrent sets of data

P Explore the Credentialing Journey with CertelligenceMyron Spence, Technical Sales Manager, ACGI Software 4:10 – 5:00 pm, Severn This session will take you on a tour of how customers are using Certelligence as part of an integrated ecosystem. From the application process to maintenance of credentials, and the many components in between, Certelligence was designed to help credentialing organizations (those with certification or accreditation programs) streamline their processes. The recent integrations with many education-related technologies (E-Learning, exams, communities, etc.) makes Certelligence even more of a compelling solution for allowing customers to manage the entire credentialing journey.

Free Time 5:00 – 5:45 pm, SevernEnjoy some downtime before the Client Appreciation Event.

Meet at the Sheraton Lobby to Take Bus to M&T Bank Stadium 5:45 – 6:15 pm, Sheraton Lobby Let’s meet in the hotel’s 1st-floor lobby to board buses to M&T Bank Stadium for our evening celebration.

Customer Appreciation Dinner6:30 – 9:30 pm, M&T Bank StadiumACGI will host a client appreciation dinner at M&T Bank Stadium, home of the Baltimore Ravens. In keeping with the KDays theme of: “Build Your Playbook – Transform Your Organization” – we’re encouraging everyone to wear their favorite sports jersey; any team, any sport. Come play to win!

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Registration Desk Open7:15 am – 12:00 pm, Harborview GalleryLocated on the second floor of the Sheraton, the registration desk is directly off the escalator to your left. It’s your first stop for all KDays 2018 related materials and questions. Stop by and pick up your badge, conference bag, and say hello to the KDays events team.

Breakfast & Meet the Experts 7:15 – 8:30 am, Chesapeake It’s the most important meal of the day. Join us on the 3rd floor – Chesapeake Gallery for a hearty breakfast. We’ll also have industry experts who are ready to help you with your unique business needs. If you have questions. They have the answers. Meet the Experts.

G From Third-and-Long to First-and-Goal: Using Your Playbook for Success Wes Trochlil, President, Effective Database Management 8:30 – 9:20 am, ChesapeakeWhether you know it or not, you’ve been using a playbook to manage your Association Anywhere database. So what does your playbook look like? More importantly, what should your playbook include to ensure greatest success with AA? Join Wes Trochlil and a panel of ACGI customers as they discuss how you can improve data management in your organization with the right team, well-executed plays, and a commitment to the fundamentals. You’ll walk away with a fresh perspective on how AA can help your organization advance its mission.

T If I Could Turn Back Time – Smart Fixes for Common MistakesBeth Meyers, Senior Technical Analyst, ACGI Software | Mark Ehrick, Senior Support Analyst, ACGI Software 9:30 – 10:20 am, HarborviewThe truth is that you can’t turn back time. Face it - mistakes happen. So, let’s accept that fact and use each mistake as an opportunity to learn and improve. This session will do just that. We will cover the common mistakes customers make when using ACGI and explore ways you can recover from them without missing a beat. Key takeaways for your playbook

include:• Troubleshooting common accounting issues – no

open batch, missing payments, etc. • Avoiding errors with ECM Actions and URLs in

Stored Documents• Working with a Safety Net

P Users Experience: Delivering Product ValueAlan Moore, User Experience & User Interface Engineer, ACGI Software | Lou Hill, Product Manager ACGI Software 9:30 – 10:20 am, Severn It’s all about methodologies, paradigms, and standards, but what does it look like when they are actually used? Building upon concepts discussed in our “Emotions of Product Interaction” session, members of the UX and Product teams will demonstrate how the various user experience design concepts are being applied to the product landscape at ACGI. For example, we will explore how personas helps us develop dashboards and how usability data helps us mold our new navigation. Join us as we explore completed components, proof of concepts, and conceptual designs.

B When You Give a Mouse a Cookie . . . Extending and Improving the Customer Experience With ApEX, CSS, and JavascriptChris Dugmore, Director of Data Integrity, AASLD 9:30 – 10:20 am, Loch Raven In Amazon’s 2018 shareholder letter, Jeff Bezos asked, “How do you stay ahead of ever-rising customer expectations?” – The instant gratification factor is high and users want more now. Every day your users have access to tools that look good and provide a highly usable interface for the end-user experience and collecting data. The problem posed by those interfaces is the data collected is not in your central customer database (AA/Certelligence). And, now it’s your problem to get the data added to the customer records. The solution is to build and provide improved workflows and user interfaces using native tools in AA/Certelligence. ApEX provides excellent reporting, data collection, and with a little reverse

Friday

engineering can be hooked into AA/Certelligence base functionality. CCS and Javascript, standard web tools, can add a more intuitive and visually appealing experience for both the internal and external customer. This session will cover tips and examples of how you can achieve more.

V Digital Application Transformation with RackspaceTom Camarro, Sr. Engagement Manager, Rackspace 9:30 – 10:20 am, Camden 2How Rackspace helps customers simplify, navigate, manage and optimize their transformation in a complex, multi-cloud world.

V Meeting the Expectations of Today’s LearnersSam Hirsch, Client Development, CommPartners | Aubrey Mellos, Marketing Manager CommPartners 9:30 – 10:20 am, Camden 1Professional development, continuing education, and e-learning continues to be an evolving landscape. With that comes the shifting demands and preferences of today’s learners. For many organizations, an LMS is a perfect solution to ensure they are meeting these expectations. In this session, we will explore learner expectations, how to continually keep the learners’ preferences at the forefront, and how your LMS can help meet the new standards.

Energy Break with Resource Partners10:30 – 11:00 am, Harborview Gallery Refresh and refuel during this AM snack break. You’ll have a chance to network and engage with your peers, SMEs and Resource Partners.

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T Display Data That’s Meaningful to You – Creating Dynamic OverviewsAlison Horton, Business Analyst, ACGI Software11:00 – 11:50 am, HarborviewDoes your staff complain about too many clicks to find the data they need? Do you want to provide more details for your customers when logging into their account? This session will provide options for optimizing and enhancing your dynamic overviews with data that is meaningful to your users. We will review the various ways within the system and in the portal to improve the design process for your displays, and highlight the configuration toolset with examples you can use or modify for your own needs. The presentation will be accessible to the beginner, but will be technical in nature and assumes knowledge of and some experience with SQL and CSS.

P Benchmarking Data: Unlocking Your Data to Enhance Constituent ValueBailey Kasten, CAE, COO, Child Life Council 11:00 – 11:50 am, Severn Benchmarking data can serve your organization as a powerful source for its own strategic discussions and planning. But did you know that benchmarking data captured within your ACGI system has immeasurable value by helping your constituents understand how they/their programs stack up in their profession and against their industry? With benchmarking, your constituents are able to make fact-based business decisions and make improvements to support their overall goals. For some organizations it can even be an added revenue source. In this session, Bailey Kasten, COO at the Association of Child Life Professionals, shares how her organization leverages the data from its ACGI system and through ACLP’s benchmarking platform to provide valuable services to its member organizations. Bailey will suggest methods of data collection, tracking and developing benchmarking reports to make available to constituents, as well as discuss how to go about implementing a benchmarking system.

B Find a Pro – A Case Study – Using ACGI’s Referral ModuleAlan Moore, User Experience & User Interface Engineer ACGI Software | Eddie Talcott, Lead Architect, ACGI Software | Kerri McGovern, MPP, CAE, Membership Director, American Society of Interior Designers11:00 – 11:50 am, Loch Raven Style and substance. How the American Society of Interior Designers and ACGI partnered to centralize a member search into a profit center. Balancing the aesthetic needs of a design-conscious community while creating a simple, easy to use tool that is a membership value-add.

V Attracting, Engaging, and Retaining Members With Online CommunityLindsay Starke, Lead Community Strategist, Higher Logic 11:00 – 11:50 am, Camden 1As association professionals, our primary goal is to improve the lives of our members and the world in which they exist. To do this effectively, we must understand the challenges that they face and empower them to shape what we do, rather than the other way around. And, when we do this, we also create stronger organizations that more members will want to be a part of. When you integrate ACGI with an online community, you gain a powerful member benefit that both allows you to hear from a wider swath of your members and gives them the ability to solve their problems and initiate positive change.

Lunch & Meet the Experts 12:00 – 1:00 pm, ChesapeakeJoin us on the 3rd floor – Chesapeake Gallery for a buffet luncheon. We’ll also have industry experts who are ready to help you with your unique business needs. If you have questions. They have the answers. Meet the Experts.

G Innovation Game | The Technology Disruptors to Watch Michael Jones, Director of Mobile Technologies, Results Direct 1:00 – 1:50 pm, ChesapeakeWill a drone soon be delivering your lunch, or will you be sporting a tattoo that monitors your vital signs? In this fast-paced, fun session, we’ll be taking a look at new technology trends as well as new innovations

from ACGI. You’ll have the opportunity to “get in the game” guessing what technology disruptors (self-driving cars, anyone?) will impact your future and the future of your association and the communities it serves. Come ready to learn, have fun, and win some amazing prizes!

P Product Showcase: Using Online Submissions Module for Your ApplicationsSteve Nickerson, Sales Engineer, ACGI Software 2:00 – 2:50 pm, Severn ACGI’s Online Submissions Module allows customers the flexibility to deploy a variety of applications online. With this multipurpose module, customers can setup applications for candidacy, grants, abstracts, membership, etc. Coupled with ACGI’s Workflow Automation features, customers are able to improve productivity and reduce response times to constituents, by streamlining processes. In this session, we’ll provide an overview and live demonstration of the Online Submissions Module.

T Styling SSA Pages: Applying Themes With CSS & Template ManagerJohn Kozar, Web Developer, ACGI Software | Kevin Taylor, Account Manager, ACGI Software | Deb Rhoda, VP, Customer Excellence, ACGI Software 2:00 – 2:50 pm, HarborviewDeploying ACGI’s self-service features, integrated with your website and other Web applications, is critical for effective customer service and engagement, but have you optimized them to conform to the look, feel and other branding elements of your website? Both Association Anywhere and Certelligence give you the flexibility and control you need. In this session, we’ll provide a brief overview of Template Manager and walk you through specific techniques for leveraging this feature and CSS in your system to deliver the results you want to improve overall experience. You will also learn URL navigation tricks, CSS hacks, and some general best practices that can help improve your efficiency and give you new ideas on how to better leverage the system to achieve your business goals.

B Are Your Credentials Future Ready?: Making the Case for Micro-CredentialsRobin McNeal, CTRS, Director of Credentialing, National Council for Therapeutic Recreation Certification | Ginger Malin, PhD, Founder and EVP, BadgeCert Inc. | Brigid Flood, Director of Business Strategy and Operations, Board of Certification for Emergency Nurses 2:00 –2:50 pm, Loch Raven There’s a lot of buzz about micro-credentials, but what are they? How are they different from traditionally offered credentials? Is a digital badge a micro-credential? What’s involved in developing and granting them? Come learn how micro-credentials are providing additional value for professionals while developing new revenue streams for organizations. This will be an instructional session that will lead into a panel discussion with some of ACGI’s customers.

G ACGI Users Group Meeting and Closing RemarksKevin Hostutler, President & CEO, ACGI Software | Michele Brown, VP, CSR, ACGI Software | Lee Correll, VP of Engineering Services, ACGI Software | Deb Rhoda, VP, Customer Excellence, ACGI Software 3:00 – 4:00 pm, ChesapeakeJoin us for an in-person AUG meeting, awards presentation and Ignite session to close out the Knowledge Days conference. If you have never seen an Ignite talk before, come experience what it is all about. Using the Ignite motto “Enlighten us but do it quickly” there will be six presentations on diverse topics, all presented in five minutes, using 20 slides that auto-advance. In addition to content using this exciting speaking format, we are also going to present the ACGI Users Group Awards, wrap up the conference with a look ahead to the future of the AUG, and hold an open forum for questions and answers. We look forward to seeing all of you there- it’s not to be missed!

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Keynote and Guest Presenters

Jamie Notter, Speaker, Author, and Consultant, Human WorkplacesAccomplished speaker, author, and consultant—with deep expertise in workplace culture, generations, and growth. Jamie helps leaders unleash the human potential inside their organizations, by turning their workplace culture into a tangible business tool that drives growth.

Wes Trochlil, President, Effective Database ManagementFor 25 years, Wes has worked in and with more than one hundred associations, non-profits, and membership organizations throughout the US, Canada, and Australia. Wes provides a range of consulting services including using the database and data for improved marketing and communications and advancing the organization’s mission. Prior to consulting, Wes served as director of membership, marketing, and customer service for four national associations. Having written over 100

articles and hundreds of blog posts, Wes is the most published author on data management in the association market. Wes is also the author of Put Your Data to Work: 52 Tips and Techniques for Effectively Managing Your Database, published by ASAE.

Michael Jones: Director, Mobile Technologies, Results DirectMichael leads the mobile practice at Results Direct, a trusted provider of web and mobile solutions for associations for over 20 years. In addition to his role as a mobile evangelist and strategist, he has also led mobile initiatives for numerous organizations leveraging a variety of technologies including native app and mobile web development. Michael is a frequent speaker on mobile technologies and best practices, and has presented for organizations across the association community including the American

Society of Association Executives (ASAE), the Association Forum of Chicagoland, Association Media & Publishing (AM&P), the Council of Engineering and Scientific Society Executives (CESSE), the Professional Convention Management Association (PCMA), and the American Association of Medical Society Executives (AAMSE). Outside of his professional experience he is an avid musician and amateur photographer.

Presenters

Chris BeamanDirector of Advancement & Communications Kappa Delta Pi www.kdp.org

Patti BontempoDirector of Finance Kappa Delta Pi www.kdp.org

Mike Bowen Sr. Web Developer Association Headquarters www.ahredchair.com

Craig Broadbent Director Web Solutions and Client Engagement Association Headquarters www.ahredchair.com/

Doug BrownPresident Catalyst Fire www.catalystfire.com

Tom Camarro Sr. Engagement Manager Rackspace www.rackspace.com

Kate Dodd VP, Marketing Expo Logic www.expologic.com

Chris Dugmore Director of Data Integrity AASLD www. aasld.org

Brigid FloodDirector of Business Strategy and Operations Board of Certification for Emergency Nurses www.bcencertifications.org

Jayne Geslak Database Administrator Kappa Delta Pi www.kdp.org

Sam Hirsch Client Development CommPartners www.commpartners.com

Michael Jones Director of Mobile Technologies Results Direct www.resultsdirect.com

Bailey Kasten, CAE COO Child Life Council www.childlife.org

Sean LawlerDirector of Digital Products Omnipress www.omnipress.com

Ginger Malin, PhDFounder and EVP BadgeCert Inc. www.badgecert.com

Layla Masri President Bean Creative www.beancreative.com

Kerri McGovern, MPP, CAE Membership Director American Society of Interior Designers www.asid.org

Robin McNeal, CTRS Director of Credentialing National Council for Therapeutic Recreation Certification www.nctrc.org

Aubrey Mellos Marketing Manager CommPartners www.commpartners.com

Alexandra Mouw, CAEPrincipal Digital Strategist Results Direct www.resultsdirect.com

Kathryn MurphyAR, Project Manager Orases www.orases.com

Anne Richard, MS, LRT/CTRS Executive Director National Council for Therapeutic Recreation Certification www.nctrc.org

Vicki SatterfieldCustomer Service Associate American Society of Interior Designerswww.asid.org

Lindsay StarkeLead Community Strategist Higher Logic www.higherlogic.com

Michelle Sutherlin Business Informatics Director Board of Certified Safety Professionals www. bcsp.org

Scott Thomas CTO System Solutions, Inc. www. systemsolutionsdevelopment.com

Bob Zenker Director, Data & Analytics Protiviti www.protiviti.com

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resource partner showcase

Expo Logic For over 35 years Expo Logic has worked with clients across the globe to provide the fastest, most flexible registration services in the industry. Processing millions of registrations for thousands of organizations worldwide, while providing excellent service to our clients is the hallmark of our company. When you work with us, we act as an extension of your team; listening to your goals and creating customized event solutions and technologies that will help make your event a success. Our services include: online and on-site event registration, expedited attendee check-in, facial recognition, lead retrieval apps and devices, and attendance tracking.Jeff Baker, jbaker@expologic.com www.ExpoLogic.com

Higher Logic Higher Logic is an industry leader in cloud-based engagement platforms. Our data-driven approach gives organizations an expanded suite of engagement capabilities, including online communities and marketing automation. From the initial web visit to renewal and ongoing engagement, we help you track and manage interactions along each stage of the digital customer experience. Organizations worldwide use Higher Logic to bring people all together, by giving their community a home where they can interact, share ideas, answer questions, and stay connected. Everything we do – the tools and features in our software, our services, partnerships, best practices – drives our ultimate goal of making your organization successful. Bobby Kaighn, bobby@higherlogic.com www.higherlogic.com

Results DirectResults Direct is a leading digital experience agency providing strategy, user experience and visual design, content management solutions, mobile apps, and systems integration. Developers of the Eventsential and Engagefully mobile apps. Partners with 100s of top associations and leading association technology providers.Michael Jones, mjones@resultsdirect.com www.resultsdirect.com

Platinum Level

WEB + MOBILE = SUCCESS

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Catalyst FireCatalyst Fire is the premier custom application developer for professional associations. Our company was formed by four former employees of Avectra with a combined 28 years of experience working with information technology for professional associations. Doug Brown, doug.brown@catalystfire.com www.catalystfire.com

CommPartnersOur mission is to help associations conceive, develop and fulfill their education strategy. Our collaboration and support helps to position our clients as the premiere source for knowledge within their communities.

Our solutions begin with Elevate LMS, our award winning learning platform, that provides a central knowledge community and drives learner engagement. To extend the value of Elevate, we provide a wide range of online education services including curriculum design, instructional design, fully managed webinars, webcasts, livestream programs and virtual conferences.Sam Hirsch, shirsch@commpartners.com www.commpartners.com

OmnipressOmnipress was founded specifically to help associations collect, produce and distribute conference content that brings attendees back. It all begins with CATALYST™, our extremely intuitive and flexible online abstract and speaker management system. With over forty years of experience working with association content, we can help you simplify your collection and review process, integrate with your ACGI AMS, and streamline the production of your print and digital conference materials, giving you more time to focus on other important aspects of your event.Joel Reed, jreed@omnipress.com www.omnipress.com

Gold Level

OrasesOrases is a full-service, digital technology agency based in Maryland. Founded in 2000, we have become a trusted provider of custom software, website and application development services and solutions that drive efficiency and provide measureable cost savings and revenue gains to our client partners.

Orases purposefully works within a wide-variety of industries and with businesses of all shapes and sizes: From startups, to SMBs, to Fortune 500 companies.Tom Whitt, tom@orases.com www.orases.com

Rack Space Rackspace is the world’s #1 provider of IT as a service in today’s multi-cloud world. Over 170,000 businesses around the world rely on its expert advice and integrated managed services across public cloud and private clouds, managed hosting and enterprise applications. Rackspace was named a leader in the 2018 Gartner Magic Quadrant for Public Cloud Infrastructure Managed Service Providers, Worldwide.NEED CONTACT www.rackspace.com

System Solutions Inc. System Solutions is dedicated to providing their clients with the highest quality products, service and customer satisfaction. Our application experience lies in client-server and Internet-based development. To meet demands of web technology expectations SSI has upgraded their solutions set in eSuiteTools CMS – version 6. Version 6 provides centralized user access to all critical information important to the user and an enhanced administrative interface to assist with the daily maintenance tasks in their ability to deliver timely and efficiently.Scott Thomas, sthomas@systemsolutionsdevelopment.com www.systemsolutionsdevelopment.com

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