Gearing together to do great things. NIUG INTERNATIONAL ANNUAL CONFERENCE ww w.niug.org. NiUG International RYDGES ON SWANSTON MELBOURNE

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1 Gearing together to do great things NIUG INTERNATIONAL ANNUAL CONFERENCE ww w.niug.org NiUG International RYDGES ON SWANSTON MELBOURNE

2 Schedule of Events - Melbourne, Australia Monday, 17th November 8:30-9:30 am Registration 9:00-12:30 pm Hands On Training SSRS for imis Reporting 10:30-10:45 am NiUG Networking Break & Exhibitor Showcase Getting your Public Site Up and Running Financials Start to Finish imis Overview Fundraising from Start to Finish 2

3 Monday, 17th November, continued 12:30-1:25 pm Lunch and Exhibitor Showcase 1:30-5:00 pm Hands On Training Introduction to imis TaskCentre 3:00-3:15 pm NiUG Networking Break & Exhibitor Showcase 5:00-6:30 pm Pool Side Welcome Reception Hosted by: 3 Degrees North Getting your Staff Site Up and Running imis iqa and Business Object Development imis iqa for Beginners imis Membership from Start to Finish 3

4 Schedule of Events - Melbourne, Australia Tuesday, 18th November 8:00-12:00 pm Registration 9:00-9:45 am Gearing up for Success! Welcome 11:00-11:45 am 11:45-12:30 pm to the 8th Annual Discovery Conference Building Beautiful Websites with imis RiSE Webformz in imis 20 - Unlimited Possibilities 9:45-10:30 am What s New and Coming with imis! Communication Suite imis Cloud Migration 10:30-11:00 am NiUG Networking Break & Exhibitor Showcase Donor Retention Membership Renewals 12:30-1:30 pm Lunch and Exhibitor Showcase 4

5 Tuesday, 18th November, continued 1:30-2:15 pm 2:15-3:00 pm 3:30-4:15 pm 4:15-5:00 pm ASI Great Things Practical iparts Implementation into an imis RiSE Website Beyond iparts Managing Certification in imis 20 Interviews with Customers Fundraising Reporting Online Renewal Case Study imis 20 Upgrade Case Study: The 12 month transformation 6:30-9:30 pm NiUG Networking Conference Dinner Back to the 80 s Data Analytics Marketing Online Forms and imis Hosted by: (C) Systems Global & Computer System Innovations 3:00-3:30 pm NiUG Networking Break & Exhibitor Showcase 5

6 Schedule of Events - Melbourne, Australia Wednesday, th November 8:00-10:00 am Registration 9:00-9:45 am Keynote Speaker: 11:00-11:45 am 11:45-12:30 pm Belinda Moore, CEO AuSAE Thinking Inside the Box: Getting creative with Stardard iparts Upgrading to imis 20 Girl Guides Victoria 9:45-10:30 am Keynote Speaker: Jim Weber, CEO of Complex Membership Models Data Integrity - Where do we start and how to maintain it? Fundraising Fixers 10:30-11:00 am NiUG Networking Break & Exhibitor Showcase Membership Strategy and Q&A with Belinda Moore Fundraising Strategy and Q&A with Jim Weber 12:30-1:30 pm Lunch and Exhibitor Showcase 6

7 Wednesday, th November, continued 1:30-2:15 pm 2:15-3:00 pm 3:30-4:15 pm 4:15-5:00 pm Closing Sesson: Learning Management System Options for imis Users! Implementing Complex Billing in an ipart Member Site Thinking Outside the Square to Maximise imis Functionality... imis for $100 Please! 45 Things you might not know about imis ipass for imis 20 the way to publish passes and credentials etouches Case Studies Managing Events in imis Certification and RTO RiSE 3:00-3:30 pm NiUG Networking Break & Exhibitor Showcase 7

8 Monday s Session Detail SSRS for imis Reporting Presenter: Jay McCormack, 3 Degrees North Time: 9:00am - 12:30 pm This session will introduce you to SSRS and how to use this powerful SQL tool to present data. You will create reports, apply presentation quality formatting and add these reports into imis for everyday use. Move over Crystal - we promise it won t be painful to make the transition! Each attendee will have their own imis 20 image on which to work. Laptops are required for each attendee. We recommend that you bring your own laptop, however a limited number will be available for hire as part of the registration process. Target Audience: Report writers; System Administrators, Database Administrators Getting your Public Site Up and Running Presenter: Bilal Jeewa, Pseudocode Time: 9:00am - 12:30pm This session will focus on getting a website up and running - basing it on an existing member reference site. Have a look at the themes and templates that are available out-of-the-box and learn about iparts, html content, tagging and security. Go ahead and build something great! Each attendee will have their own imis 20 image on which to work. Laptops are required for each attendee. We recommend that you bring your own laptop, however a limited number will be available for hire as part of the registration process. Target Audience: System Administrators, Database Administrators Financials Start to Finish Presenter: Michelle Lelempsis, causeis Time: 9:00am - 12:30pm This session will have you carrying out many of the imis financial functions. You will be entering and editing transactions, managing batches, working through settings and standard reporting, fixing transaction issues and much more. Get the skills and knowledge you need to manage your organisations money more efficiently! Each attendee will have their own imis 20 image on which to work. Laptops are required for each attendee. We recommend that you bring your own laptop, however a limited number will be available for hire as part of the registration process. Target Audience: System Administrators, Processors, Finance Staff. 8

9 17 Monday continued imis Overview Presenter: Doug Morris, CSI Inc Time: 9:00am - 12:30pm This session is designed for people new to imis and for those looking for a refresher to remind them what imis is capable of. You will see what is new in imis 20 including the staff site and we will take you through the imis core modules to ensure you know the basics of what imis has to offer your organisation. Always a conference favourite! Each attendee will have their own imis 20 image on which to work. Laptops are required for each attendee. We recommend that you bring your own laptop, however a limited number will be available for hire as part of the registration process. Target Audience: New imis users, Executive Fundraising from Start to Finish Presenter: Bob Lane, PhD, Lane Services Time: 9:00am - 12:30pm This session will help you get started with imis fundraising. Learn the difference between funds, campaigns, appeals, distributions and donor clubs. We will cover donation entry, monthly giving, matching gifts & memorial/ tributes. There are just so many great reports within the Fundraising module, and we ll show you the best! Each attendee will have their own imis 20 image on which to work. Laptops are required for each attendee. We recommend that you bring your own laptop, however a limited number will be available for hire as part of the registration process. Target Audience: System Administrators, Fundraising Staff Introduction to imis Task Centre Presenter: Leo Papageorgiou, Pseudocode Time: 1:300pm - 5:00pm This session will give you an introduction to this workflow automation tool. See how to configure your application and create your own tasks. Trigger an to send when a specific action is made, and schedule a change to be made at a certain time. With such a powerful tool your imis experience can be even better! Each attendee will have their own imis 20 image on which to work. Laptops are required for each attendee. We recommend that you bring your own laptop, however a limited number will be available for hire as part of the registration process. Target Audience: System Administrators, Database Administrators 9

10 Monday continued Getting your Staff Site Up and Running Presenter: Bilal Jeewa, Pseudocode Time: 1:30pm - 5:00pm This session will show you just how easy it can be to get your Staff Site up and running. Using iparts, IQA s and dashboards, we will show you how to configure your Staff Site to be useful for you! Take a look at the brand new Communication Suite just released and how it works to get personalised s out to your people- and even include attachments! Each attendee will have their own imis 20 image on which to work. Laptops are required for each attendee. We recommend that you bring your own laptop, however a limited number will be available for hire as part of the registration process. Target Audience: System Administrators, Database Administrators imis iqa and Business Object Development Presenter: Mick Varga, 3 Degrees North Time: 1:30pm - 5:00pm This session will take a look at how Business Objects work. They are the glue that holds imis iqa Reporting together. We will show you how to modify, manipulate and create your own Business Objects for improved reporting and access to data. IQA will become even more important! Target Audience: System Administrators, Advanced IQA Users imis iqa for Beginners Presenter: Robert Lane, PhD, Lane Services Time: 1:30pm - 5:00pm This session will focus on basic IQA functions. Learn how to use joins and filters to extract accurate and useful data that is just sitting there in your imis database! We will give you lots of hints along the way making the mystery of IQA seem much less like a mystery and much more like your new favourite tool! Each attendee will have their own imis 20 image on which to work. Laptops are required for each attendee. We recommend that you bring your own laptop, however a limited number will be available for hire as part of the registration process. Target Audience: System Administrators, All Staff 10

11 17 Monday continued imis Membership from Start to Finish Presenter: Amanda Kirk, KiSS Consulting Time: 1:30pm - 5:00pm This session will help you get an indepth overview and understanding how the Billing Module works. We will look at setting up a billing cycle along with products and their special pricing and then how to use these in our own organisations. From setup to output, take a look at how we make this module work for a range of scenarios!! Each attendee will have their own imis 20 image on which to work. Laptops are required for each attendee. We recommend that you bring your own laptop, however a limited number will be available for hire as part of the registration process. Target Audience: System Administrators, Membership Staff Pool Deck Networking & Welcome Reception Hosted by: 3 Degrees North Session Room: Pool Side Time: 5:00pm Join all delegates at the Rydges on Swanston Pool Deck for the Welcome Reception. Mingle with other users, partners and sponsors while you enjoy a drink and canapes. Join us from 5:00pm on Monday, 17th November at the Rydges on Swanston Pool Deck. 11

12 18 Tuesday s Session Detail 12 Opening Session: Gearing up for Success! Welcome to the 8th Annual Discovery Conference Presenter: NiUG Asia Pacific, NiUG International and Tom Garcia, CEO, AIST Time: 9:00am - 9:45am Join us as we kickoff this years conference with the NiUG Asia Pacific chapter, NiUG International, Executive Director, Michele Morgan and hear from imis client AIST CEO Tom Garcia Plenary Session: What s new and coming with imis! Presenter: Advanced Solutions International Time: 9:45am - 10:30am This plenary session will provide a high level review of what s new in the latest release of imis 20 as well as preview some of the features coming soon. Building Beautiful Websites with imis RiSE Presenter: Advanced Solutions International Time: 11:00am - 11:45am This session will showcase some of the beautiful websites produced with imis RiSE as well as provide best practice tips on launching you new website. Communication Suite Presenter: Michele Morgan, NiUG International Time: 11:00am - 11:45am Have you heard that imis20 will have builtin functionality? It will have cool new features for mass s 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! Donor Retention - A Special Interest Group Facilitator: Robert Lane, PhD, Lane Services Time: 11:00am - 11:45am Join us for an opportunity for round table discussion surrounding donor retention. Learn from one another and your topic expert and leave with ideas to implement at your organisation, right away.

13 18 Tuesday continued Webformz in imis 20 Unlimited possibilities Presenter: ifinity & Johnstone Enterprises Time: 11:45am - 12:30pm This presentation will provide a practical demonstration on how to use the product, how it integrates with imis from design through to implementation, as well as providing some case studies of improved member engagement, enhanced data quality and in some cases increased revenue. imis Cloud Migration Presenter: EMA Time: 11:45am - 12:30pm Benefit from the lessons that were learned throughout our process of moving imis to the cloud. Membership Renewals - A Facilitator: Amanda Kirk, KiSS Consulting Time: 11:45am - 12:30pm Join us for an opportunity for round table discussion surrounding membership renewals. Learn from one another and your topic expert and leave with ideas to implement at your organisation, right away. Practical ipart Implementation into an imis RiSE website Presenter: PGA of Australia Time: 1:30pm - 2:15pm This presentation will provide a practical demonstration on how to use the product, how it integrates with imis from design through to implementation, as well as providing some case studies of improved member engagement, enhanced data quality and in some cases increased revenue. Fundraising Reporting Presenter: Robert Lane, PhD, Lane Services Time: 1:30pm - 2:15pm Are you aware that there are over 30 standard fundraising reports that ship with imis? In this session we will cover how each report may be used as well as how to create meaningful IQA queries from the standard business objects. Data Analytics - A Special Interest Group Facilitator: Amanda Kirk, KiSS Consulting Time: 1:30pm - 2:15pm Join us for an opportunity for round table discussion surrounding data analytics. Learn from one another and your topic expert and leave with ideas to implement at your organisation, right away. 13

14 18 Tuesday s Session Detail Beyond iparts Presenter: Bruce McPhail, Karapoti Consulting Time: 2:15pm - 3:00pm This session is for those of us who have enjoyed iparts yet have been frustrated by their limitations. It s not difficult to build your own solutions using Web User Controls as an alternative. We present two such solutions - a navigation menu and a web form - that have been developed for imis clients. Managing Certification in imis 20 Presenter: Advanced Solutions International Time: 3:30pm - 4:15pm Learn how providing a certification program on your site keeps your members well-informed and coming back to your site to check on the status of their certification as they complete each program requirement. Online Renewal Case Study Presenter: RANZCP and 3 Degrees North Time: 2:15pm - 3:00pm A walk through of a variety of online renewal scenarios to identify a range from simple to complex, the common challenges faced by all organisations and the special challenges faced by individual organisations. Marketing - A Special Interest Group Facilitator: Michelle Lelempsis, causeis Time: 2:15pm - 3:00pm Join us for an opportunity for round table discussion surrounding marketing. Learn from one another and your topic expert 14 and leave with ideas to implement at your organisation, right away. imis 20 Upgrade Case Study: The 12 month transformation Presenter: Aged & Community Services NSW/ ACT & Causeis Time: 3:30pm - 4:15pm Aged & Community Services NSW & ACT have been on a 12 month journey to move from an under-utilised imis environment to an organisational wide imis 20! Their journey will highlight the key business units and their successes along with showcasing the learnings from their internal upgrade to imis20 and launching the new RiSE

15 18 Tuesday continued Onine Forms - A Special Interest Group Facilitator: TBD Time: 3:30pm - 4:15pm Join us for an opportunity for round table discussion surrounding online form use with imis. Learn from one another and your topic expert and leave with ideas to implement at your organisation, right away. ASI Great Things Interviews with Customers Presenter: Advanced Solutions International Time: 4:15pm - 5:00pm Networking Event - 80 s Themed Dinner Hosted by: (C) Systems Global & Computer System Innovations Location: TBD Time: 6:30pm Take a step back to the era of Kylie Minogue, Michael Jackson, Men at Work, Diana Ross and your favourite 80s music and fashion! The Networking Dinner will celebrate all things from the 80s to provide you with a fun filled and casual networking dinner. Join us from 6:30pm on Tuesday, 18th November at the Rydges on Swanston for this electric dinner. Dress with a touch of 80s!. Join us as we interview the imis customers who have been doing great things with imis as we sit down with them one on one to see what their challenges were and how they implemented solutions to make the most of imis in their organisations. 15

16 Wednesday s Session Detail Keynote Speaker: Belinda Moore, CEO AuSAE Time: 9:00am - 9:45am Belinda will be sharing her insight into what membership organisations need to do to stay current in an increasingly challenging and everchanging operating environment. Keynote Speaker: Jim Weber, CEO of Fundraising Fixers Time: 9:45am - 10:30am Jim will be sharing his insight into opportunities and trends heading our way in the not-for-profit sector. Thinking Inside the Box: Getting Creative with Standard iparts Presenter: Bilal Jeewa, Pseudocode Time: 11:00am - 11:45am RiSE includes an extensive gallery of iparts, but sometimes you would like them to do just a little bit more. This session demonstrates some simple yet creative ways of making iparts even more adaptable. Complex Membership Models Presenter: Queensland Law Society Time: 11:00am - 11:45am QLS has had to configure imis to handle complex membership categories with additional levels of practising certificates and specialist accreditation. This session will explain how that was done. Membership Strategy and Q&A with Belinda Moore - A Facilitator:: Belinda Moore, AusAE Time: 11:00am - 11:45am Take advantage of asking our keynote speaker more questions about Membership Strategy and emerging Industry trends. Learn from one another and your topic expert and leave with ideas to implement at your organisation, right away. 16

17 Wednesday continued Upgrading to imis 20 Girl Guides Victoria Presenter: Girl Guides Victoria Time: 11:45am - 12:30pm Hear from the CEO of Girl Guides Victoria on how they have upgraded to imis 20 to Build a Strong Guides. Data Integrity Where do we start and how do we maintain it? Presenter: Amanda Kirk, KiSS Consulting Time: 11:45am - 12:30pm This session will look at the data integrity issues that many imis users are challenged with. How do we best deal with them, and what can we do to eliminate them all together? Fundraising Strategy and Q&A with Jim Weber - A Special Interest Group Facilitator: Jim Weber, Fundraising Fixers Time: 11:45am - 12:30pm Take advantage of asking our keynote speaker more questions about Fundraising Strategy and emerging Industry trends. Learning Management Systems (LMS) Options for imis users Presenter: Newlin Jolme, Integr8tiv Time: 1:30pm - 2:15pm This session will take a high level look at the available Learning Management Systems available, including those that are integrated to imis. We will look at case studies, discuss best practice for integrating with an LMS, and discuss MOOC s (Massive Open Online Courses) and the disruption of the online learning space. 45 Things you might not know about imis Presenter: Doug Morris, Computer System Innovations Time: 1:30pm - 2:15pm Join in this session to learn things that you most probably didn t know about imis. There is sure to be something to surprise you! 17

18 Wednesday s Session Detail Managing Events in imis - A Facilitator: Michele Morgan, NiUG International Time: 1:30pm - 2:15pm Join us for an opportunity for round table discussion surrounding imis events. Learn from one another and your topic expert and leave with ideas to implement at your organisation, right away. Implementing Complex Billing in an ipart Member Site Presenter: Keith Stoute, Visual Antidote Time: 2:15pm - 3:00pm 29 chapters, nine member types, dual currency and multiple-chapter specific opt-ins - this beast of a billing scenario has been tamed by using precision customization and flexible on-line forms. A case study of the Royal Astronomical Society of Canada s imis 20 website which completes membership sign-up fully on-line while capturing multiple member options and donations. ipass for imis 20 the way to publish passes and credentials Presenter: Russell Franks, ifinity Time: 2:15pm - 3:00pm Learn how to use the latest mobile technology from Apple and Google to distribute passes, member cards and event tickets direct from imis. Certification and RTO - A Presenter: Newlin Jolme, Integr8tiv Time: 2:15pm - 3:00pm Join us for an opportunity for round table discussion surrounding certification and RTO. Learn from one another and your topic expert and leave with ideas to implement at your organisation, right away. 18

19 Wednesday continued Thinking outside the square to maximise imis functionality, efficiency and automation Presenter: ARITA & Causeis Time: 3:30pm - 4:15pm Discover how ARITA are able to manage over 2,000 members, 100s of events, RTO Education courses. ARITA s motto is to think outside the box while maintaining core imis. Participate in this interactive session where we will ask you about your inefficient processes and ideas to help utilise imis to the max. etouches Case Studies Presenter: Steve Mackenzie, etouches Time: 3:30pm - 4:15pm Hear from etouches users on how etouches has changed their event management process. RiSE - A Facilitator: Pseudocode Time: 3:30pm - 4:15pm Join us for an opportunity for round table discussion surrounding certification and RTO. Learn from one another and your topic expert and leave with ideas to implement at your organisation, right away. NiUG Closing Session - imis for $100 Please! Presenter: Doug Morris, Computer System Innovations & Michele Morgan, NiUG International Time: 4:15pm - 5:00pm You have learned what imis can do and about NiUG, our exhibitors and sponsors for two to three days, now team up as we pit team against team in NiUG s version of Jeopardy! Win fabulous prizes and walk away knowing more then you came into the room with about imis and much more! This is also our grand prize giveaway session... so don t miss it! You have to be there to win!