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iMIS User GroupLearning Summit

21 - 23 October 2013 │ Cairns, QLD Proudly sponsored by Advanced Solutions International, Asia Pacific

www.niugap.org │ membership@niugap.org │ @niugap

The NiUG Asia Pacific Learning Summit provides iMIS users with three days of intensive learning, presentations and networking opportunities. This is your opportunity to learn more about iMIS, discover new enhancements and network with other iMIS users.

The summit will provide you and your colleagues with access to a range of iMIS topics, local presenters and international guest speakers.

International Guest SpeakersThe NiUG Asia Pacific Learning Summit attracts international trainers and speakers, who add a global perspective to the overall programme.

Special Interest GroupsThe 2013 NiUG Asia Pacific Learning Summit will include five special interest group user sessions to provide you with round table discussions about key topics. Special Interest Groups provide like minded organisations and users the opportunity to come together to share ideas, frustrations and solutions about specific iMIS areas. NiUG prides itself on creating an avenue for users to “Share, Compare and Become more Aware” and our special interest groups are facilitated to help guide your conversations and ideas. This session will provide you with the opportunity to network with peers – so bring your business cards!

FinancialsWith iMIS Financials you can manage cash receipts and track invoices; provide a single point of entry for staff to process payments for dues, subscriptions, orders, donations, and event registrations; and transfer financial transactions to the general ledger solution of your choice.

EventsWith the Events Suite you can plan and define event information including dates, locations, prices, and resources; manage all phases of expositions from initial floor planning to show conclusion; and allow attendees to register online. With the iMIS Events Suite you can also define and award Continuing Education Units (CEU) based on event attendance; and create and manage multiple certification programmes with distinct completion criteria.

Charities and FundraisersWith iMIS Fundraising you can manage, process and report on your donations, gifts, gifts-in-kind and other fundraising campaigns.

iMIS Fundraising integrates to other modules including iMIS Customers, EFT, AR/Cash and Events to give you a complete fundraising suite.

RTOs and Certification ProvidersWith iMIS Certification you can use iMIS to manage students, courses and a certification programme. Organisations use iMIS Customers, Certification and online modules to deliver short courses to lengthy certificate programmes.

MembershipiMIS takes traditional membership management to the next level by providing your members with online and mobile access to your organisation — so they can tap into your tools and resources, renew their memberships, make donations, and even register themselves for your events anytime, anywhere. You can collect membership fees, manage chapters, track committee participation, as well as analyse membership performance to maximize revenue.

Thank you to our sponsorsPrincipal Sponsor Silver Sponsor

Bronze Sponsors

About the Learning Summit

AiC Sponsors

ACCOMMODATIONA limited number of hotel rooms are being held at the Pullman Cairns International for summit delegates.

City Mountain View Rooms Harbour View Rooms $169.00 per room per night including breakfast for 1 $189.00 per room per night including breakfast for 1$189.00 per room per night including breakfast for 2 $209.00 per room per night including breakfast for 2

Rates are subject to availability upon confirmation and include complimentary use of in-house recreation facilities including gym, saunas, two swimming pools and spa.

Reservation MethodAll accommodation bookings can be made directly with Group Reservations.

Contact: Graeme WellingsTelephone: 07 4050 2152Email: H8772-RE1@accor.comReference: NIUG Asia Pacific Chapter

From the ChairOn behalf of the NiUG Asia Pacific Committee, it gives me great pleasure to invite you to the first ever NiUG Asia Pacific Learning Summit.

Over the past nine months, the committee has been working hard to bring you a programme that includes indepth learning sessions mixed with opportunities to network and expand your professional contacts within the iMIS community.

I would like to take the opportunity to thank all of our sponsors, who support NiUG throughout the year. Without their invaluable support, we would not be able to provide such an outstanding programme for you.

If you haven’t been to a NiUG Asia Pacific Conference before or if you’re new to the iMIS Community, I encourage you to register for this summit, as there is no better learning experience available for iMIS users.

I look forward to seeing you all in Cairns.

Regards

Vicki KeatingNiUG Asia Pacific Chair

The VenueOur venue is the Pullman Cairns International.

The Pullman Cairns International is an upscale hotel, perfectly located in the CBD of tropical Cairns.

Overlooking Cairns Harbour and the lush mountain hinterland, this 321 room hotel is spectacularly positioned to take advantage of all the city has to offer.

17 Abbott St, Cairns, QLD 4870, AustraliaPhone: +61 7 4031 1300 Toll Free (within Australia) 1800 079 100

www.pullmancairnsinternational.com.au

Morning Sessions 9am - 12.30pm

Training Day - Monday 21iMIS Customer Management : Doug Morris, President Computer System Innovations, Inc. USAThis class is designed for people new to iMIS and for those looking for a refresher to see what is new from version to version. We will take you through the iMIS Customer module including system setup and user defined tables and educate you on the best practices of using the module.

An Introduction to RiSE / WCM : Bilal Jeewa, Product Solutions Consultant, ASIThe iMIS WCM and/or what is now known as iMIS RiSE in the latest version, iMIS 20, is just one way to make your organisation available online. During this class we will show you what has changed from iMIS 15 to iMIS 20 to bring you up to speed, such as new templates and the new mobile site, as well as, how to understand the basic functionality of the product so you can begin your move from eCM/eSeries or make changes to your already existing WCM site.

Using What You’ve Got! Off-the-shelf tools to administer iMIS : Amanda Kirk, Proprietor, KiSS ConsultingHave you ever wondered how to enter in a bulk list of new records, or even activities? Want to change the windows that users will see and limit their access? This session will illustrate how some simple iMIS ‘out of the box’ tools and setup changes will improve usability.

An Introduction to IQA : Michelle Lelempsis, Solutions Consultant, causisAt 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 them. Finally, learn how IQA uses business objects instead of tables or views and receive a list of the most common standard Business Objects and what they contain.

An Introduction to WebFormZ : Mark Johnstone, Director, Johnstone Enterprises At this session we look at building and deploying WebFormZ for both back office and web forms within an iMIS 15 environment. You will learn how to create great looking data entry forms that are available to both full and casual iMIS users and then make those forms available for office users to complete on behalf of others.

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5 Afternoon Sessions 1.30pm - 5.00pm

iMIS Financials : Doug Morris, President Computer System Innovations, Inc. USAThis class will look at how you can manage cash receipts and track invoices; provide a single point of entry for staff to process payments for dues, subscriptions, orders, donations, and event registrations; and transfer financial transactions to the general ledger.

Advanced RiSE / WCM: Bilal Jeewa, Product Solutions Consultant, ASIWhether you are jumping right in from the earlier intro session or you are a seasoned web pro, this class will leave you having a better understanding of the more advanced features and choices available through RiSE/WCM so your organisation can be at least one step above the rest! During this training class you will learn more about how iParts play a important role in your web design and many other more advanced features available to you.

iMIS Events : Tricia Fastje, Director of Business Solutions, (C) Systems GlobalThis session will provide an overview of the Events module covering module configuration, meeting and function set up, registration processing and producing reports. It will also delve into the multiple tables that support the events module so that you can better understand where the data lies, how to correct it and how to write custom reports as required.

Advanced IQA : Michelle Lelempsis, Solutions Consultant, causisThis course covers more complex queries, advanced functions and filters, building a query on another query and how to organise your folders and queries and more. Students must be able to create queries in IQA using basic options or have attended Intro to IQA.

Crystal Reports : Amanda Kirk, Proprietor, KiSS ConsultingWe all use Crystal Reports in one way or another. Join us for a session where we take you through how easy it is to modify an existing report and plug it straight back into the iMIS reporting menu, create a simple report of our own, and tackle the more interesting things like formulas and sub-reports. A presentation style environment that encourages questions, ideas and you can even bring along your ‘Crystal Problems’ for us to all work out together!

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Welcome ReceptionMonday 21 October - Conference Foyer

Join us on Monday night from 5pm for an informal gathering for the welcome reception.

This is your opportunity to catch up with colleagues, meet other delegates and mingle with presenters and exhibitors.

Sponsored by

For training sessions with this symbol, delegates are encouraged to bring their own laptop with wireless internet capabilities to participate in hands-on training. Laptops are not compulsory for attendance, but will enhance the learning experience.

Summit - Tuesday 22 8.00am - Registration

9.00am - 9.30am Conference WelcomeVicki Keating, Chair, NiUG Asia Pacific, Melissa Mack, Intuitive Business Concepts USA , NiUG International Program Chair and CEO and Managing Director, ASI Asia-Pacific

9.30am - 10.30am iMIS 20 - What’s New and What’s ComingColin Bryant, Country Manager, ASIiMIS 20 is an Engagement Management System (EMS) that enables organisations to engage members, donors, and other constituents – as well as staff – anytime, anywhere, and from any device! Come to this session as we explore new features you can look forward to when your organisation upgrades to iMIS 20 built on RiSE!

10.30am - Networking and Exhibitor Showcase

11.00am - 11.45am Concurrent Sessions

Activities Gone WildTricia Fastje, Director of Business Solutions, (C) Systems Global

In this session you will not only learn about creating new activities and how to manage existing activities, but also how to implement them online using iParts.

And wait there is more… we will review how other clients use custom activities to meet their unique business needs.

Informz to Retain Regular GiversAmanda Kirk, Proprietor, KiSS Consultingand Kevin Mayocchi, IT Systems Manager, Surf Lifesaving Foundation This presentation will look at how The Surf Life Saving Foundation has used Informz to engage their Guardians and improve retention rates.

Special Interest Group DiscussionFundraising

With iMIS Fundraising you can manage, process and report on your donations, gifts, gifts-in-kind and other fundraising campaigns.

iMIS Fundraising integrates to other modules including iMIS Customers, Marketing Suite, AR/Cash and Events to give you a complete fundraising suite.

11.45am - 12.30pm Concurrent Sessions

12.30pm - Networking Sit Down Lunch followed by Exhibitor Showcase

3.00pm - Networking and Exhibitor Showcase

3.30pm - 4.15pm Managing Knowledge in Your OrganisationJay McCormack, Director, 3 Degrees NorthThis session provides a broad review of the mechanisms and methods of managing knowledge in your organisation. We will look at the steps you can take to ensure corporate knowledge is retained when staff leave your organisation.

4.15pm - 5.00pm On The Couch with Paul : Great Things Interviews with iMISPaul Ramsbotton, Director, Asia-Pacific, ASI Join Paul Ramsbottom for this annual showcase of not for profit organisations achieving great things using iMIS.

5.00pm - 7.00pm Free Time

7.00pm - late Summit DinnerPullman Cairns International Pool Deck

1.30pm - 2.15pm Concurrent Sessions

Upgrading to iMIS 20IServices

Are you thinking about upgrading to iMIS 20?

Before you jump in, you should attend this session where we will study a few of the iMIS upgrades we have recently done and highlight things to look out for and the plan you should have in place before you hit the upgrade button.

Fundraising from Start to FinishRobert Lane, Ph.D., CEO, Lane Services, LLC

This session will help you get started with iMIS fundraising & learn the difference between funds, campaigns, appeals and distributions. We will also cover pledges, instalments, requests, matching gifts & memorial tributes.

WebFormZ ShowcaseRussell Franks, Chief Executive, iFINITY

Now that WebFormZ has been used by several Australian iMIS users to build form and form based workflow, we have invited some of our end users and local consultants to showcase what they have achieved with this great mod-ule and to inspire the rest of us to automate our forms processes. Russell Franks, CEO of Ifinity will be at this session also to answer questions about WebFormZ uses features and functions.

2.15pm - 3.00pm Concurrent Sessions

Move from eMailer to eMarketerChristy Egan, Training Manager, Informz

You have been sending your members regular correspondences but does the conversation continue? Are they reading your emails, are they engaged. Join Alicia Deering, eMarket-ing Strategist with Informz and Christy Egan, Training Manager and see how you can move from just emailing your members to becoming a true relationship builder with your members. See how Informz created a memorable experi-ence for their users with a monthly newsletter that focused on testing, and incorporated social, video and mobile.

iMIS RiSE / WCM. How you can implement this into your organisationMark Johnstone, Johnstone Enterprises

This session will provide a case study on what can be achieved using iMIS RiSE/WCM and how it was implemented at AIPP. You will see how to get a great look and feel, tricks learnt along the way, how some standard imis functionality was integrated into the website, as well as implementing custom iParts from a previous website. This session is a must see for anyone thinking about using RiSE / WCM in their organisation.

Special Interest Group DiscussionMembership

This discussion will look at how iMIS can assist associations to enhance their membership through better engagement and member experiences.

Developing an iMIS Management Framework Michelle Lelempsis, Solutions Consultant, causeis

Data is regarded as an organisations most valuable asset (well … other than you of course!). iMIS contains vital business knowledge, member and donor information and it drives your business activities. iMIS needs to have a sound management structure behind it; from issuing user logins, training users, implementing new projects, to responsibility lines. This is a practical and open discussion session where you are invited to learn about best practice methods for managing iMIS. You will be given your own iMIS Management Framework template for developing during this session.

Taking Renewals OnlineJay McCormack, Director, 3 Degrees North

This case study looks at how an association went from paper based renewals to online renewals; the challenges faced, the lessons learned, the process and the results.

Special Interest Group DiscussionTraining/Certification and RTO

With iMIS Certification you can use iMIS to manage students, courses and a certification programs.

Organisations use iMIS Customers, Certification and online modules to deliver short courses to lengthy certificate programs.

A product update for iMIS 20 EMS and WebFormZRussell Franks, Chief Executive, iFINITY

Russel will be talking about the new versions of WebFormZ for iMIS 20 showing new features and future features that will raise the level of member engagement to new heights. Russell will also show us some example forms in iMIS 20 and talk about how clients throughout the world have used iMIS to build forms and form processes saving cash and speeding the building of business systems within iMIS.

Getting Mobile with iMIS Newlin Jolme, Director, Integr8tiv

This session will showcase mobile apps and website options for iMIS users by looking at some existing not-for-profit company examples.

Special Interest Group DiscussionFinancials

With iMIS Financials you can manage cash receipts and track invoices; provide a single point of entry for staff to process paymentsfor dues, subscriptions, orders, donations, and event registrations; and transfer financial transactions to the general ledger solution ofyour choice.

Fire Twirling by The PoolTuesday 22 October, from 7.00pm - Pullman Pool Deck

Don’t miss out on the excitement of the summit dinner being held on Tuesday night, open air on the Pullman Cairns International pool deck.

Delegates will be treated to a spectacular fire show as they dine in the “open air market”. From various food stations you will be able to select an array of delicious meals and beverages and enjoy the relaxed atmosphere while you mingle and enjoy the beautiful warm weather in Cairns.

Summit - Wednesday 23 8.00am - Registration

9.00am - 9.45am Social Media - Campaigning or Complaining

Social media is now a part of every day life and fast becoming a large part of our marketing strategies to engage with our members and customers. This session will look at both sides of social media. Firstly the key requirements to implementing an effective social media strategy and secondly how to manage criticism or negative comments made via social media channels.

9.45am - 10.30am Maintaining Data IntegrityDoug Morris, President, Computer System Innovations

Keeping iMIS data “clean” is something that all of us struggle with. This session will explore the various things you need to consider for maintaining data integrity within your organisation.

10.30am - Networking and Exhibitor Showcase

11.00am - 11.45am Concurrent Sessions

11.45am - 12.30pm Concurrent Sessions

Using TaskCentre to Send out Subscription InvoicesAshley Hunt, Database & Systems Coordinator, PGA of Australia

This session is a step through demonstration on how the PGA used iMIS and TaskCentre to send out subscription invoices via email. You will also see a demonstration of self printable invoices via RiSE/WCM utilising SSRS reporting.

How you can help your organisation adopt a performance improvement culture with iMIS 20Paul Ramsbotton, Director, Asia-Pacific, ASI

iXtend : etouches – Event Management SolutionTricia Fastje, Director of Business Solutions, (C) Systems Global

etouches is a start to finish event management solution from budgeting and planning to custom websites and surveying with everything else in-between. Come and learn how using etouches and iMIS together gives you the “best of the best” with their seamless integration, (C)onnect. Your event manager, membership staff and IT can all be happy using the unparalleled combination of etouches and iMIS. And the best part is you will experience how awesome etouches is to manage your events with out-of-the-box flexibility that you can use to engage your members.

Sponsored by

3.00pm - 3.30pm Just One Last Question...

Join us for the last session of the summit where we will invite all of our solution providers back to the stage to answer that question you didn’t get to ask in any of the sessions during the conference. This session is not to be missed as our experts are pushed to the limit for knowledge.

3.30pm - 4.00pm Conference Close

Summit - Wednesday 12.30pm - Networking and Exhibitor Showcase

1.30pm - 2.15pm Concurrent Sessions

Achieving Real Member and Donor GrowthMichelle Lelempsis, Solutions Consultant, causis

Even with the best engagement and retention strategies you may be losing members or donors simply through poorly designed business processes. This session will highlight methods to identify where your holes are, how to fix them and why carefully engineered processes matters to your retention. This session will showcase the Australian Medical Association and how it has achieved real membership growth over the last two years through adopting new engagement strategies and aligning its business processes.

Creating a Mentoring Program - Guidelines from A to ZLouise Kanis, Director and Jamie Williams, Director Client Services, issociate

Curious to know if implementing a mentoring programme is right for your organisation?

Join us as we provide two case studies on associations who have moved from traditional mentoring to more automated online mentoring and hear the challenges they have had to tackle.

Exploring the RiSE Content GalleryJason Rowe, Engagement Management Specialist, ASI

Come and learn how you can use some of the iMIS Dynamic Content Items (formerly known as iParts) in the RiSE Content Gallery to quickly and easily add dynamic, real-time content to your RiSE site without the requirement for programmers. Some of the iMIS Dynamic Content Items we will cover include social sharing of pages from your site, ‘Join Now’ utilising the Data Showcase iMIS Dynamic Content Item, emailing directly from the iMIS Staff View utilising the new Communication Suite, and more!

2.15pm - 3.00pm Concurrent Sessions

iMIS From Different ViewsRobert Lane, Ph.D., CEO, Lane Services, LLC

iMIS 20 provides you with the opportunity to do many of the tasks on a web browser that were traditionally reserved for desktop users. This session will provide you with the basics of how your off-site & casual users may access member information, register people for events, enter orders, record fundraising transactions, run IQA queries and reports; and perform analyses using the new continuum.

Successfully Negotiating a Budget with ManagementMike Ryan, Project Director, iServices Consulting

Join us in exploring how to negotiate a budget with Management successfully.• Understanding your Business Drivers and who to pitch your plan to• Preparing you iMIS Plan• Ensure your plan is well considered and has Return on Investment (ROI).

Special Interest Group DiscussionEvents

Understand the power of iMIS Events (online and back office) and tools available to extend that power even further.

RegistrationEarly Bird Registrationprior to 27 September 2013

NiUG Members Non Members Training Day Only (Mon) $295.00 $ 395.00 Summit Only (Tues & Wed) $600.00 $ 800.00Full Registration - Training and Summit $850.00 $1150.00

Registrationon or after 27 September 2013

NiUG Members Non Members Training Day Only (Mon) $345.00 $ 445.00 Summit Only (Tues & Wed) $650.00 $ 850.00Full Registration - Training and Summit $900.00 $1200.00

all prices are GST inclusive

Scholarship Opportunity

ASI’s SMART Company Scholarship Fund is offering up to three fully funded scholarships (registration fees only, no airfares or accommodation included) to iMIS clients wishing to attend the 2013 NiUG Asia Pacific Learning Summit.

This is an extremely generous offer made by our Principal Sponsor and we encourage you to to apply for these scholarships to allow as many of your staff as possible to take part in this learning experience.

Applications close on Friday 12 September 2013. Applicants will be advised of their success no later than Tuesday 1 October. For further information on applying for a scholarship go to www.advsol.com/ap/scholarship or contact Jennifer at ASI on +61 3 9869 7509.

Extend Your StayThere’s so much to see and do in Far North Queensland. Visit Tourism Tropical North Queensland’s website to find out more www.ttnq.org.au.

Please make arrangements directly with the hotel for extended room night bookings.

BULK REGISTRATION DISCOUNT

Take advantage of the 10% discount on offer when you register 3 or more delegates from the one organisation on the full registration package.

Simply complete the registration form and send all 3 registrations in at one time to receive the discounted rate.

#NIUGAP

Important InformationRegistrationRegistration will be open from 8am on Monday for those attending the training day and from 8am on Tuesday for those attending the summit only. The registration desk will be located in the hotel foyer ourside of the ballroom at the Pullman Cairns International.

Concurrent SessionsYou can choose any one of concurrent sessions. There is no need to pre-register to attend. Seating will be provided on a first come basis.

Social ProgramFull registration and summit registration includes attendance at the welcome reception on Monday night and the summit dinner on Tuesday night.

Training day registation includes attendance at the welcome reception on Monday night only.

Accompanying persons or additional guests are required to register separately for these events.

Special RequirementsDelegates who have specific dietary requirements need to advise these on registration. Special requirements can not be catered to unless advised in advance.

DressSmart casual is encouraged for summit sessions and the Monday evening social function. Pool party inspired attire is appropriate for the summit dinner on Tuesday night.

Getting AboutThe summit venue, The Pullman Cairns International is located in the heart of Cairns CBD and within walking distance of all tourist attractions.

AirportThe Pullman Cairns International is approximately 20 minutes from the Cairns airport.

ParkingThe hotel has a car park available for delegate parking at the rate of the $20 per day.

Exhibition IncentiveAs an incentive for delegates to visit the trade exhibition, the NiUG Asia Pacific Committee will be offering prizes to those delegates who visit each exhibitor.

A passport is provided in your program for validation from each stand.

ExhibitionA wide range of exhibitors will be displaying their products and services throughout the summit inthe ballroom foyer.

CateringArrival tea/coffee, morning and afternoon tea andlunch (Monday and Wednesday) will be located in theexhibition area to allow delegates to view the exhibitionat their leisure. Lunch on Tuesday will be a sit down lunch on level 2 in Kingsford’s Lounge.

REGISTRATION TERMS AND CONDITIONSRegistrations for this event will close fourteen (14) days prior to the commencement date unless sold out. A full refund will be provided where written notification (by email) is received by NiUG Asia Pacific at least fourteen (14) days prior to the event. No refund available for cancellations within fourteen (14) days prior to the event. Privacy – I agree to NiUG Asia Pacific handling and disclosing personal information in accordance with the Privacy Act 1988.Recording Policy – by registering for this event I authorise NiUG Asia Pacific to record the presentation (which includes any questions or comments by any participant or audience member) in audio or visual format or both. I agree NiUG Asia Pacific is the owner of the copyright and other intellectual property in that recording and that it may use the recording for any purpose it considers appropriate, including publicity, education or other activities and may earn income for NiUG Asia Pacific’s own benefit. I waive any moral rights I have. NiUG Asia Pacific is not obliged to exercise the right to make any recording.

Every effort has been made to ensure this programme is correct at the time of printing but may be subject to change.

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Return this completed registration form to NiUG Asia Pacific membership@niugap.orgPlease contact Liza via email membership@niugap.org or 0414 446 203 with any queries regarding your registration

COMPANY DETAILSCompany Name

Address

Phone

Registration NiUG Member Company Non Member Company

Delegate 1 Information Title First Name Last Name

Name

Position

Email

Phone Dietary Requirements

Registration Training Day Only Summit Only Full Registration

Please select which training sessions you would like to attend.Select one morning and one afternoon session.

Morning Sessions iMIS Customer Management An Introduction to RiSE / WCM Using What You’ve Got! Off-the-shelf tools to administer iMIS An Introduction to IQA WebFormZ

Afternoon Sessions iMIS Financials Advanced RiSE / WCM iMIS Events Advanced IQA Crystal Reports

Delegate 2 Information Title First Name Last Name

Name

Position

Email

Phone Dietary Requirements

Registration Training Day Only Summit Only Full Registration

Please select which training sessions you would like to attend.Select one morning and one afternoon session.

Morning Sessions iMIS Customer Management An Introduction to RiSE / WCM Using What You’ve Got! Off-the-shelf tools to administer iMIS An Introduction to IQA An Introduction to WebFormz

Afternoon Sessions iMIS Financials Advanced RiSE / WCM iMIS Events Advanced IQA Crystal Reports

Guest Information Title First Name Last Name

Name

Registration Welcome Reception $75.00 Summit Dinner $145.00

Please tick if you DO NOT WANT your details to appear in the delegate listing

For additional delegates please complete additional forms.

A tax invoice will be provided upon receipt of this form:

Payment Details EFT Purchase Order # Credit Card Visa MasterCard

Card # / / / Expiry /

Name on Card

Signature

A 10% discount will be offered for registrations of 3 or more full registration delegates from the one organisation.

Registration Form