NiUG International Conference€¦ · iParts plan an essential role in website development and can...

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2013 Discovery Conference Oct. 7-9 NiUG International Share, Compare, Become More Aware Schedule of Events - Baltimore, MD Monday, October 7, 2013 7:45 - 9:30 am Registration 7:45 - 8:45 am Breakfast & Exhibitor Showcase 8:30 - 12:00 pm Intro to TaskCentre - Configuring and overview of available tools The Power of IQA iMIS 20 - Get your hands on RiSE, iParts, IQA and more! Exploring iMIS Membership and Customer Portfolio 9:00 - 12:00 pm SSRS - Intro and Lab (continues after breaks/lunch) 10:00 - 10:20 am NiUG Networking Break & Exhibitor Showcase Noon - 1:00 pm Lunch & Exhibitor Showcase 1:00 - 4:00 pm SSRS - Intro and Lab (continues) 1:00 - 4:30 pm TaskCentre - Case Studies and LAB! How to Better Understand iParts Planning your iMIS 20 Upgrade Exploring iMIS AR/ Cash 3:00 - 3:20 pm NiUG Networking Break & Exhibitor Showcase 4:00 - 4:30 pm Classes End 4:30 - 6:00 pm Welcome Reception - Hosted by Advanced Solutions International

Transcript of NiUG International Conference€¦ · iParts plan an essential role in website development and can...

Page 1: NiUG International Conference€¦ · iParts plan an essential role in website development and can act as the building block to content pages to do some great things with iMIS and

2013Discovery

ConferenceOct. 7-9

NiUG InternationalShare, Compare, Become More Aware

Schedule of Events - Baltimore, MD Monday, October 7, 2013

7:45 - 9:30 am Registration

7:45 - 8:45 am Breakfast & Exhibitor Showcase

8:30 - 12:00 pmIntro to TaskCentre

- Configuring and overview of available tools

The Power of IQAiMIS 20 - Get your

hands on RiSE, iParts, IQA and more!

Exploring iMIS Membership and

Customer Portfolio

9:00 - 12:00 pm SSRS - Intro and Lab (continues after breaks/lunch)

10:00 - 10:20 am NiUG Networking Break & Exhibitor Showcase

Noon - 1:00 pm Lunch & Exhibitor Showcase

1:00 - 4:00 pm SSRS - Intro and Lab (continues)

1:00 - 4:30 pmTaskCentre - Case Studies and LAB!

How to Better Understand iParts

Planning your iMIS 20 Upgrade

Exploring iMIS AR/Cash

3:00 - 3:20 pm NiUG Networking Break & Exhibitor Showcase

4:00 - 4:30 pm Classes End

4:30 - 6:00 pm Welcome Reception - Hosted by Advanced Solutions International

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NiUG Discovery ConferenceOctober 7 - 9, 2013

Schedule of Events ContinuedTuesday, October 8, 2013

7:45 - 12:00 pm Registration

7:45 - 8:30 am Breakfast & Exhibitor Showcase

8:30 - 10:00 amNiUG Opening Session - What’s New with NiUG & JHMA Award

Show Me the Money! Profit-Building for Non-Profits - Sarah Sladek, Founder & CEO, XYZ University

10:00 - 10:30 am NiUG Networking Break & Exhibitor Showcase

10:30 - 11:30 am Succession Planning Join Now - Out of the Box iMIS 20!

Configuring and Using Business

Objects

Improve member engagement using existing data from

IMIS

11:40 - 12:40 pm Social Marketing NiUG’s iMIS Product Advisory Committee

Doing a Data Double-take?

Protocols for Data Integrity

IQA for the Non-Techie

12:40 - 1:30 pm Lunch & Exhibitor Showcase

1:30 - 2:30 pmVendor Relationship

Building - For iMIS Users Only!

What’s new and coming from iMIS 20

and RiSE

Using Existing Tools to Administer iMIS

Security and Access Controls in iMIS

2:35 - 3:35 pmUsers Using 3rd Party

ToolsWhose Line Is it

Anyway?Upgrade Planning

to iMIS20 Intro to Accounting

3:35 - 3:50 pm NiUG Networking Break & Exhibitor Showcase

3:50 - 5:00 pm

Accounting Best Practices for Keeping Your

Financial Data Clean

Exploring the New Staff Site in iMIS 20

Technology Gotchas! Learn

from issues encountered by others and how

they are resolved!

iMIS Case Studies - Transitioning to RiSE (formally known as

WCM)

6:30 - 9:30 pm NiUG Networking Event - Location to be determined (times may change slightly)

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2013Discovery

ConferenceOct. 7-9

NiUG InternationalShare, Compare, Become More Aware

Schedule of Events ContinuedWednesday, October 9, 2013

7:45 - 11:00 am Registration

7:45 - 8:45 am Breakfast & Exhibitor Showcase

9:00 - 10:00 am Opening Session - Morning General Session Kickoff

10:00 - 10:10 am NiUG Networking Break & Exhibitor Showcase

10:10 - 11:25 amUsing the iMIS

Orders Module

Tailoring iMIS Websites

(templates)

TaskCentre Snippet! Simple steps taken

to set up a taskMobile Email Design

11:30 - 12:30 pm iMIS Efficiencies Exploring the iMIS Mobile Site(s)

Comparing Event Web Technology

(iParts vs. PV)

User Defined Fields - Best Practices

12:30 - 1:20 pm Lunch & Exhibitor Showcase

1:25 - 3:00 pmExploring the Dues

Module

The NEW Communication

Suite for iMIS

iParts In Use - Configuring a Profile

PageExploring Events

3:05 - 3:45 pm NiUG Closing Session - Enlighten Me!

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NiUG Discovery ConferenceOctober 7 - 9, 2013

Sessions - NiUG Discovery Conference

Monday, October 7, 2013

Intro to TaskCentre - Configuring and overview of available toolsPresenter: Cindy Yang, Executives’ Club of Chicago & McGladrey, LLPSession Room: TBD - Time : 8:30 am - Noon

TaskCentre... Where to begin? This class will provide an overview of TaskCentre. It will also show you how to configure TaskCentre and review with you the tools available in this workflow automation module that will get you moving in the right direction. Level: Beginner

The Power of IQAPresenter: Christine Smith, Association Technology SolutionsSession Room: TBD - Time : 8:30 am - 12:00 pm

You may know that IQA is a powerful query and reporting tool; but, did you know that there is so much more you can do with it? Come to this session and see how powerful this tool really is and how you can use it in a multitude of ways besides the usual iMIS queries and reports. Level: Intermediate IQA use

iMIS 20 - Get your hands on RiSE, iParts, IQA and more!Presenter: Sarah Hoddinott, Advanced Solutions InternationalSession Room: TBD - Time : 8:30 am - 12:00 pm

Most everyone has heard the buzz about iMIS 20 - the new one and only, “Engagement Management System” or EMS. If you have heard about it but still don’t quite understand the buzz surrounding this upgrade, then this class is perfect for you! See firsthand how the game has changed with the new enhanced functionality from Continuum to the Administrative Console, and much, much more! Level: Intermediate to Advanced

Exploring iMIS Membership and Customer PortfolioPresenter: Eileen O’ Connell, American Academy of Physician AssistantsSession Room: TBD - Time : 8:30 am - 12:00 pm

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 this session! This session will teach you and your staff how to use this core module for your customer tracking and membership management needs. Level: Basic, Intermediate or Refresher - NCiU Credits: 3.5 CP

07Monday

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2013Discovery

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NiUG InternationalShare, Compare, Become More Aware

SSRS & LAB Presenter: Elizabeth Wojcik, Computer System Innovations & Session Room: TBD - Time : 9:00 am - 4:00 pm Tina Haglund, InterDyn BMI

Regardless of your iMIS version, if you are on SQL 2005 or SQL Express 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. This class includes a lab in the afternoon to work one-on-one with the instructor, so be sure to have your laptop! NCiA Credits: 3

TaskCentre - Case Studies and LAB!Presenter: Cindy Yang, Executives’ Club of Chicago & McGladrey, LLPSession Room: TBD - Time : 1:00 pm - 4:30 pm

Maybe you have seen case studies on how others are using TaskCentre; but, have you seen the case studies and followed along in a lab to actually implement them? This hands-on class will give you the opportunity to take what other organizations have done successfully and recreate it yourself! Come and get a better understanding of how to take a cool TaskCentre task, learn how to create it and take what you’ve learned back to your organization. Level: Beginner-Intermediate. Prerequisites: Crystal Reports knowledge, SQL query knowledge

How to Better Understand iPartsPresenter: Christine Smith, Association Technology SolutionsSession Room: TBD - Time : 1:00 pm - 4:30 pmiParts plan an essential role in website development and can act as the building block to content pages to do some great things with iMIS and your site. We will show you how you can use some of these out of the box iParts that are available to you and how they look when you implement them so you can see first hand how they will look, what information it is pulling and how you can layout some very cool pages on your website without paying someone else to do it for you!

Planning your iMIS 20 UpgradePresenter: TBDSession Room: TBD - Time : 1:00 pm - 4:30 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: 3.5

Exploring iMIS AR/CashPresenter: Eileen O’ Connell, American Academy of Physician AssistantsSession Room: TBD - Time : 1:00 pm - 4:30 pm

Let’s explore the accounting module of iMIS! During this class learn all you need to know in the way of best practices of; entering/editing transactions, managing batches, processing month-end procedures and much more. Level: Basic, Intermediate or Refresher NCiU Credits: 3.5 AR/Cash

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NiUG Discovery ConferenceOctober 7 - 9, 2013

Tuesday, October 8, 2013

NiUG Opening Session - A Look at NiUG and What’s New!Presenter: Karen Hartsuff, NiUG PresidentSession Room: TBD - Time: 8:30 am - 9:00 am

This opening session will both welcome and excite you! Join us for a quick update on what is new with NiUG in 2013 and then join us as we award this years recipient of the John Howarth Memorial Award... could it you?

Keynote Session - Show Me the Money! Profit-Building for Non-ProfitsGuest Speaker: Sarah Sladek, XYZ UniversitySession Room: TBD - Time: 9:00 am - 10:00 am

Following a two-year recession, revenue-generation for most associations is at an all time low. Membership is declining, event attendance is down, sponsors are cutting back, and many associations make the panicked mistake of cutting costs instead of finding ways to raise revenue. In this presentation you will learn how to boost your association’s bottom line! Sarah is the founder and CEO of XYZ University anda renowned speaker who delivers clear value to audiences committed to bridging the generational gap and creating sustainable organizations.

NiUG Networking Break & Exhibitor Showcase Room: TBD - Time : 10:00 am - 10:30 am

Succession Planning Presenter: Heather Austin, (C) Systems, LLCSession Room: TBD - Time : 10:30 am - 11:30 am

Associations are known for staff turn-over, so a well developed succession plan is key to keeping the organization moving forward when you lose key people. See how you can implement policies, procedures and document everything to make sure if someone leaves your department and/or organization doesn’t come to a screeching halt!

Configuring and Using Business Objects!Presenters: Bruce Wilson, McGladrey, LLPSession Room: TBD - Time : 10:30 am - 11:30 am

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.

08Tuesday

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2013Discovery

ConferenceOct. 7-9

NiUG InternationalShare, Compare, Become More Aware

Tuesday, October 8, 2013

Join Now - Out of the Box iMIS 20!Presenters: Jeff Spring, Advanced Solutions InternationalSession Room: TBD - Time : 10:30 am - 11:30 am

Have you heard? iMIS 20 includes a new feature to allow online joins for membership! Join us as we show you how to configure this out of the box feature on your website and start accepting online memberships with your IMIS20 upgrade or installation!

Improve member engagement using existing data from IMISPresenters: Elizabeth Wojcik, Computer System Innovations & Sharon Mayberry, American Association for Cancer ResearchSession Room: TBD - Time : 10:30 am - 11:30 am

You are already capturing key data about your members within your iMIS database, so why aren’t you utilizing that information to increase member engagement? During this session we will show you ways to increase member engagement through commonalities and key indicators about them within your data.NCiU Credits: .5 CP

Social Marketing Presenter: Tim Sloan, Association Technology Solutions & Debbie Willis, Advanced Solutions InternationalSession Room: TBD - Time : 11:40 am - 12:40 pm

How can you gain website traffic and attention to your website and association using Social Marketing? Come to this session to hear best practices and tips to get your social marketing campaigns off the ground!

IQA for the Non-TechiePresenters: Bob Lane, PhD, Lane ServicesSession Room: TBD - Time : 11:40 am - 12:40 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 at 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: .5 CP

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NiUG Discovery ConferenceOctober 7 - 9, 2013

NiUG’s iMIS Product Advisory CommitteePresenter: NiUG PAC and ASI StaffSession Room: TBD - Time : 11:40 am - 12:40 pm

NiUG’s Product Advisory Committee works together with ASI to show you the key items that have been fixed or enhanced since the last conference, review the requests and talk about the top 10-15 current requests and what the process is to submit request and enhancements. If you have a current request to fix or enhance something within iMIS, go to www.niug.org and click on the Resources folder and Submit iMIS Enhancements!

Doing a Data Double-take? Protocols for Data IntegrityPresenters: David Cook, 501 CIO, Bruce Wilson, McGladrey LLP, Alan Atwood, Texas Medical AssociationSession Room: TBD - Time : 11:40 am - 12:40 pm

Without the proper protocols in place to verify data, your organization will be opened up to a plethora of issues. Poor data quality could lead to incorrect formatting of fields, inconsistency in international phone numbers, blank fields where there should be data and much, much more! See how different organizations are dealing with this issue and how you are able to set proper protocols for your organization to start cleaning up your data today! NCiA Credits: 1

Lunch and Exhibitor ShowcaseSession Room: Primrose Ballroom C/D - Time : 12:40 pm - 1:30 pm

Vendor Relationship Building - For iMIS Users Only!Presenters: NiUG Board of Directors/UsersSession Room: TBD - Time : 1:30 pm - 2:30 pm

When selecting a vendor, the key to making it work is trust! Make your decision and build a relationship to work well together trusting that your vendor and you have your organizations best interest in mind. Join us for an open forum, available only to iMIS users, to discuss how to foster these relationships and get the results you need to be successful!

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2013Discovery

ConferenceOct. 7-9

NiUG InternationalShare, Compare, Become More Aware

What’s new and coming from iMIS 20 and RiSEPresenters: Brian Lindsey, Advanced Solutions International Session Room: TBD - Time : 1:30 pm - 2:30 pm

iMIS 20 is an Engagement Management System (EMS) that enables organizations 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 organization upgrades to iMIS20 built on RiSE!

Using Existing Tools to Administer iMISPresenter: TBDSession Room: TBD - Time : 1:30 pm - 2:30 pm

Come to this session to review the existing administrative tools in off-the-shelf iMIS! Learn about the import utility and it’s capabilities to import new contact records and/or updates to existing record demographics. Review old utilities still available to you and new IMIS20 database utilities currently being introduced! NCiA Credits: 1

Security and Access Controls in iMISPresenter: Eric Tarasewicz, (C) Systems, LLCSession Room: TBD - Time : 1:30 pm - 2:30 pm

There have been changes in security within iMIS recently that people need to be aware of and have an understanding of the differences from recent versions. During this session we will talk about those changes, what security roles are and what they mean to your staff in the way of access. Discover best practices surrounding all things security in the way of staff, members, online access and more! NCiA Credits: 1

Users Using 3rd Party ToolsPresenter: Jodi O’Toole, Phi Beta Pi, Karen Hartsuff, Michigan Farm Bureau, Keith Williams, Irrigation Association & Tammy Weisenberger, Ohio Farm BureauSession Room: TBD - Time : 2:35 pm - 3:35 pm

Join your fellow users to gain perspective on some of the tools and products available to enhance iMIS. Come hear directly from those who are using these great products and learn how they are using these tools in their organization to provide their members and staff with solutions that result in increased benefits, productivity and revenue!

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NiUG Discovery ConferenceOctober 7 - 9, 2013

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Whose Line Is it Anyway?Presenters: Tressie French, Association Technology Solutions, Jake Bound, K2 and You Solutions, Tricia Fastje, (C) Systems, Derrick Stromm, InterDyn BMI, Bruce Wilson, McGladrey LLP, Ryan Gullum, Western Payments Alliance & Melissa Mack, Intuitive Business Concepts Session Room: TBD - Time : 2:35 pm - 3:35 pm

Back by popular demand! Come and speak with a panel of seasoned professionals who have been around the iMIS product for many years! Soak up the experience and come armed with your iMIS questions for which you have longed for answers. You never know what you will hear in this entertain-ing, yet educational , session!

Upgrade Planning to iMIS20Presenter: TBDSession Room: TBD - Time : 2:35 pm - 3:35 pm

If you didn’t get to attend the half day training on Monday, then this session is for you! Come join us to hear key details of what to consider and plan for when going from earlier versions of iMIS to iMIS 20.NCiA Credits: 1

Intro to AccountingPresenter: TBDSession Room: TBD - Time : 2:35 pm - 3:35 pm

Accounting... it’s a world of its own! Understanding the key principles of basic accounting will allow you to better understand what your accounting department needs and how to better understand how transactions are done in iMIS. If you need to better understand the key principles and terminology of accounting make sure we count you in on this session!

NiUG Networking Break & Exhibitor Showcase Room: TBA - Time : 3:35 pm - 3:50 pm

Accounting Best Practices for Keeping Your Financial Data CleanPresenter: Steve Wooton, (C) Systems, LLCSession Room: TBD - Time : 3:50 pm - 5:00 pm

Are you correcting financial transactions properly? During this session we will show you some of the best practices in keeping your financial data clean so staff can fix transactions correctly the first time and prevent future issues due to data integrity problems. NCiU Credits: 1 AR/Cash -- NCiA Credits: 1

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2013Discovery

ConferenceOct. 7-9

NiUG InternationalShare, Compare, Become More Aware

Exploring the New Staff Site in iMIS 20Presenter: Melissa Mack, Intuitive Business ConceptsSession Room: TBD - Time : 3:50 pm - 5:00 pm

Come to this session to explore this out of the box iMIS site that offers your staff an easy and convenient way to manage your organization’s business directly from a web browser. Learn how your staff can add contacts, update contact information and complete transactions on behalf of your members. NCiU Credits: 1 CP -- NCiA Credits: 1

Technology Gotchas! Learn from issues encountered by others and how they are resolved!Presenter: TBD - Panel Session Room: TBD - Time: 3:50 pm - 5:00 pm

Come to this session to hear from a panel of AiSPs and iMIS users regarding what they’ve learned in recent months and years. The panel is here to share with you fixes and work-arounds to keep your organization productive and prevent you from ‘recreating the wheel’ when you encounter an issue with current technology.

iMIS Case Studies - Transitioning to RiSE (formally known as WCM) Presenter Panel: TBDSession Room: TBD - Time: 3:50 pm - 5:00 pm

Are you currently using another content management software but you are interested in transitioning to RiSE? Or, are you interested in upgrading from eCM to RiSE? We have developed this session to help you with the transition from one to another, what to think about, some of the differences and overall what to expect so you are not chartering into unknown territory.

NiUG Networking Event - Great Food - Drinks - Networking and VenueLocation: TBDTime: 6:30 pm - 9:30 pm

Every conference NiUG holds a networking event for attendees as an optional eevent to register for... this event NEVER disappoints so don’t miss out! For only a portion of the cost per person, you can register to attend and have an evening full of great food, great drinks and great networking at a great venue! Details to follow soon!!

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NiUG Discovery ConferenceOctober 7 - 9, 2013

Wednesday, October 9, 2013

Morning Kickoff General Session - iMIS Users Doing Great Things!Presenter: Advanced Solutions InternationalSession Room: TBD - Time : 9:00 am - 10:00 am

NiUG lives by its motto to “Share, Compare and Become More Aware” and together with Advanced Solutions International want to share with you case studies of what some users are doing to directly impact their organizations in the way of increasing benefits, decreasing manual processes, increasing revenue and overall, meeting their organizations goals and strategic objectives. After showing you some amazing award winning case studies, join us as ASI presents this years Great Things Awards to more iMIS users going amazing things at their organizations.

NiUG Networking Break & Exhibitor Showcase Room: TBD - Time : 10:00 am - 10:10 am

Using the iMIS Orders ModulePresenter: Laura Tidquist, Association Technology SolutionsSession Room: TBD - Time : 10:10 am - 11:25 am

The orders module is a great way to manage your inventory and make the most of selling your organizations products, resulting in increased revenues. If you are interested in how to enter/edit orders, process orders, up-sell/cross-sell products and managing your overall inventory, don’t miss this session. NCiA Credits: 1

Tailoring iMIS Websites (templates) Presenter: TBD-- TGD CommunicationsSession Room: TBD - Time : 10:10 am - 11:25 am

Did you know that iMIS20 comes with “QuickStart” sites? Come to this session and learn how to quickly and easily take a QuickStart site and make it your own!

09Wednesday

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2013Discovery

ConferenceOct. 7-9

NiUG InternationalShare, Compare, Become More Aware

Wednesday, October 9, 2013

TaskCentre Snippet! Simple steps taken to set up a taskPresenter: Cindy Yang, Executives’ Club of Chicago & McGladrey, LLPSession Room: TBD - Time : 10:10 am - 11:25 am

Were you unable to attend Monday’s training class? Well stop in and join us as we show you some important snippets about TaskCentre. Learn how TaskCentre can help you automate the time-consuming, monotonous, manual processes that weigh down your staff productivity — such as email alerts and responses, iMIS data changes, report distribution, and more.

Mobile Email DesignPresenter: Meghan Curtin, Informz & Amy Hager, Satellite Broadcasting & Communications Assoc.Session Room: TBD - Time : 10:10 am - 11:25 am

Your members are trying to stay connected whenever and with whatever device they can. They are reading your organizations emails, newsletters and marketing messages on mobile devices and on the go! Join us as we educate you on the best practices and ways to get your information read and set up for the most exposure while allowing for user friendly access to information right at their fingertips!

iMIS EfficienciesPresenter: Jodi O’Toole, Phi Beta Pi and others TBDSession Room: TBD - Time : 11:30 am - 12:30 pm

It happens to all of us... we get so tangled up in the things we need to get done and learn that we forget the capabilities, tips and tricks that are already at our fingertips! During this session you will learn about all of the shortcuts and tools available that you may have forgotten or may not be using. NCiU Credits: 1 CP -- NCiA Credits: 1

Exploring the iMIS Mobile Site(s)Presenter: Brian Lindsey, Advanced Solutions InternationalSession Room: TBD - Time : 11:30 am - 12:30 pm

iMIS 20 makes it simple and affordable to provide a dynamic mobile website with personalized content using the ready-to-use “starter templates.” Unlike mobile apps that are designed just for specific devices and must be continually modified whenever 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 to you and how you can configure them specific to your organization’s needs!

continued09Wednesday

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NiUG Discovery ConferenceOctober 7 - 9, 2013

Comparing Event Web Technology (iParts vs. PV)Presenter: Melissa Mack, Intuitive Business ConceptsSession Room: TBD - Time : 11:30 am - 12:30 pm

Come to this session to gain an understanding of the iMIS20 new features available to you and how they apply to the web technology you have implemented. Will the iPart site provide you with what you have and need? Do you have what you need in the IMIS20 Public View modules instead? Join us to compare iMIS20 current iPart technology to earlier Public View technology to help you plan for the future!

User Defined Fields - Best Practices Presenter: Bob Lane, PhD, Lane ServicesSession Room: TBD - Time : 11:30 am - 12:30 pm

User defined fields allow you to collect information about your members for just about any scenario if done properly. This session will show you best practices in creating UD tables and fields, multi-instance tables and how to maintain the information. Learn how you are able to collect information to help market to your members more effectively, store personal or company information, certification information and much more. NCiU Credits: 1 CP -- NCiA Credits: 1

NiUG Networking Lunch & Exhibitor Showcase Room: TBD - Time : 12:30 pm - 1:20 pm

Exploring the Dues Module Presenter: Mark Jones, enSYNC CorporationSession Room: TBD - Time : 1:25 pm - 3:00 pm

Setting up your iMIS system so you can send out renewals? Forget some of the key functionality of the billing module in iMIS? Fear no more, as we show you key features and functionality surrounding the iMIS billing module and how you can use the system for flat fee billing, accounting method differences, prorating and more! NCiU Credits: 1.5 Billing -- NCiA Credits: 1.5

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2013Discovery

ConferenceOct. 7-9

NiUG InternationalShare, Compare, Become More Aware

The NEW Communication Suite for iMISPresenter: Jeff Spring, Advanced Solutions InternationalSession Room: TBD - Time : 1:25 pm - 3:00 pm

Have you heard that iMIS20 will have built-in email functionality? It will have cool new features for mass emails from IQA lists that include templates and attachments. Come to this session to see a preview and provide ASI with valuable feedback regarding your communication needs as they continue to develop this valuable tool for you!

iParts In Use - Configuring a Profile PagePresenter: TBDSession Room: TBD - Time : 1:25 pm - 3:00 pm

Join us for this session and see how easy it truly is to create a Profile page using iParts in RiSE.

Exploring EventsPresenter: Tricia Fastje, (C) Systems, LLCSession Room: TBD - Time : 1:25 pm - 3:00 pm

Events are the bloodline of many organizations so knowing all of the in’s and out’s of this module will give you the knowledge you need to have your events go off without a hitch! Join us to see how to enter events, functions, registrations, obtain key data from attendees and much more. NCiU Credits: 1.5 Events

Closing Session - Enlighten Me!Presenter: TBDSession Room: TBD - Time : 3:05 pm - 3:45 pm

This engaging event will build on the momentum created by conference sessions and attendee interactions and will include content posted on social media platforms by conference attendees. You’ll explore challenging perspectives and ideas for our future, and you’ll walk away excited, inspired and re-invigorated about the possibilities surrounding your profession and the iMIS community! Following this interactive session we will have drawings from our sponsors and the NiUG coveted grand prize give-away!

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Register online at www.niug.org

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Address

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Fax

Complete this form and mail to: NiUG International - NEW ADDRESS! 300 Community Drive, Suite A1 Tobyhanna, PA 18466 Tel: (866) 301 - 6484 or (570) 595-8700 Fax: (775) 257 - 1661 E-mail: [email protected] Email

Conference Registration Fees NiUG Member Non Member

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):

½ Day - TaskCentre– Case Studies (PM) ½ Day - Exploring iMIS A/R Cash (PM)

Conference Regular Rate (prior to Sept 21st):

Conference Late Registration Rate (after Sept 20th):

$570.00 (US)

$595.00 (US)

$600.00 (US)

Conference Early Bird Rate (prior to Aug 17th): $550.00 (US) $575.00 (US)

$625.00 (US)

Select Special events and breakout sessions you will be attending (one per slot):

Tuesday 10:30 am - 11:30 am:

Tuesday 11:40 am - 12:40 pm:

Tuesday 1:30 pm - 2:30 pm:

Tuesday 3:50 pm - 5:00 pm:

Wednesday 10:10 am - 11:25 am:

Payment Information:

Total Please add up training, conference fees and NiUG membership fees above.

Check VISA Mastercard AMEX

Card Number Expiration

Card Holder (Print) Signature

Training Registration Fees NiUG Member Non Member

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 September 30, 2013 in order to receive a refund minus $50 administrative fee. No shows and late cancellations will forfeit the full registration amount.

Succession Planning Join Now– Out of the Box Business Objects

Social Marketing Data Double-take IQA– Non-Techie

Vendor Relationship What’s new with iMIS 20 Tools to Administer iMIS

Accounting Best Prac. Staff site in iMIS 20

Using Orders Module Tailoring iMIS Websites TaskCentre Snippet

City

Company

Telephone

Training Late Registration Rate (after Sept 20th):

Training Regular Rate (prior to Sept 21st):

Training Early Bird Rate (prior to Aug 17th):

Full Day 1/2 Day

$275.00

$295.00

$310.00

1/2 Day

$300.00

$325.00

$350.00

½ Day - iPARTS (PM)

Tuesday 2:35 pm - 3:35 pm: iMIS 20 Upgrade Planning

Wednesday 11:30 am - 12:30 pm: iMIS Efficiencies iMIS Mobile Site(s) Event Web Technology

½ Day - Power of IQA (AM)

Improving Member Engagement

NiUG Product Advisory Committee

Security and Access Controls

Transitioning to RiSE

Mobile Email Design

User Defined Fields

Wednesday 1:25 pm - 3:00 pm: Dues Module iMIS Communication Suite iParts in Use Exploring Events

Technology Gotchas

NiUG Networking Event: $50.00 (if attending Users Conference) $115.00 (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 ($150.00 )

$300.00 (US) AiSP’s/Vendors/Consultants

11 - 20 Licenses ($225.00 ) 21 - 30 Licenses ($300.00 )

31 - 40 Licenses ($375.00 ) 41 - 50 Licenses ($450.00 ) 51 and above Licenses ($500.00)

$170.00

$190.00

$210.00

$190.00

$210.00

$225.00

Full Day

3rd Party Tools Whose Line is it Anyway Intro to Accounting

Security Code

How did you hear about NiUG/Referred by _________________________

$60.00 (If attending training ONLY on Monday)

½ Day - iMIS 20 Overview (AM) ½ Day - Intro to TaskCentre (AM)

SSRS - Intro and Lab FULL DAY CLASS

½ Day - Exploring Customer Portfolio (AM)

½ Day - Upgrade Planning (PM)

Name