| 21/10/2013 | |||||
 8:00 am - 5:00 pm | Registration | ||||
| 9:00 am - 12:30 pm | Training Day - Morning Sessions
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. | ||||
| 9:00 am - 12:30 pm | iMIS Customer Management Doug Morris, President, Computer System Innovations, Inc. USA This 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. | Introduction to RiSE / WCM Bilal Jeewa, Product Solutions Consultant, Advanced Solutions International (ASI) The 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 is new 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 Consulting Have 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 Lelempis, Solutions Consultant, CauseIS At this session, you will learn what the IQA query tool is, how to access it, and how to write queries using it. You will also learn how to export your results to Excel or text files, as well as securing your queries so others cannot modify or even access 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. | WebFormZ Mark Johnstone, CEO, 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. |
| 1:30 pm - 5:00 pm | Training Day - Afternoon Sessions
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. | ||||
| 1:30 pm - 5:00 pm | iMIS Financials Doug Morris, President, Computer System Innovations, Inc. USA This 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, Advanced Solutions International (ASI) Whether 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 Global This 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 Lelempis, Solutions Consultant, CauseIS This 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 Consulting We 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! |
| 5:00 pm - Late | Welcome Drinks | ||||
| 22/10/2013 | ||||||
| 8:00 am - 5:00 pm | Registration & Welcome | |||||
| 9:00 am - 9:30 am | Conference Welcome | |||||
| 9:30 am - 10:30 am | iMIS 20 - What's New and What's Coming Colin Bryant, Country Manager – Asia Pacific, Advanced Solutions International (Asia Pacific) iMIS 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 iMIS20 built on RiSE! | |||||
| 10:30 am - 11:00 am | Networking and Exhibitor Showcase | |||||
| 11:00 am - 12:30 Pm | Concurrent Sessions | |||||
| 11:00 am - 11:45 am | Activities Gone Wild Tricia 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 Givers Amanda Kirk, Proprietor, Kiss Consulting Kevin Mayocchi, IT Manager, The Surf Life 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 Discussion Fundraising 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. | |||
| 11:45 am - 12:30 pm | Developing an iMIS Management Framework Michelle Lelempis, 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 Online Jay McCormack, Director, 3 Degrees North A run-through of how a major political party went from paper based renewals to online renewals; the challenges faced, the lessons learned, the process and the results. | Special Interest Group Discussion Training/Certification and RTO With iMIS Certification you can use iMIS to manage students, courses and a certification program. Organisations use iMIS Customers, Certification and online modules to deliver short course to lengthy certificate programs. | |||
| 12:30 pm - 1:30 pm | Networking Sit Down Lunch followed by Exhibitor Showcase | |||||
| 1:30 am - 3:00 pm | Concurrent Sessions | |||||
| 1:30 pm - 2:15 pm | Business Improvement Opportunities with an iMIS 20 Upgrade Bruce Drury, Co-Founder and Director Business Improvement, iServices Nathan Price, Senior Business Improvement Consultant, iServices Are you thinking about upgrading to iMIS 20? You should attend this session where we will review a few of the iMIS upgrades we have recently done and highlight the organisational benefits to be gained from an iMIS 20 upgrade, including real examples of new RiSE websites and business improvement opportunities. | Fundraising from Start to Finish Robert 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 Showcase & Q&A 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 module 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. | |||
| 2:15 pm - 3:00 pm | Move from eMailer to eMarketer Alicia Deering, eMarketing Strategist, Informz Christy Egan, Client 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, eMarketing 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 experience for their users with a monthly enewsletter that focused on testing, and incorporated social, video and mobile. | iMIS RiSE / WCM. How you can implement this into your organisation. Mark Johnstone, CEO, 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 Discussion Membership This discussion will look at how iMIS can assist associations to enhance their membership through better engagement and member experiences. | |||
| 3:00 pm - 3:30 pm | Networking and Exhibitor Showcase | |||||
| 3:30 pm - 4:15 pm | Managing Knowledge in Your Organisation Jay McCormack, Director, 3 Degrees North This 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. | |||||
| 4:15 pm - 5:00 pm | On The Couch with Paul, Great Things Interviews with iMIS. Paul Ramsbottom, Managing Director, Asia Pacific, Advanced Solutions International (Asia Pacific) Join Paul Ramsbottom for this annual showcase of not for profit organisations achieving great things using iMIS. | |||||
| 5:00 pm - 7:00 pm | Free Time | |||||
| 7:00 pm | Summit Dinner - 7pm to Late - Pullman Cairns International Pool Deck | |||||
| 23/10/2013 | ||||||
| 9:00 am - 9:45 am | Social Media - Campaigning or Complaining Liz Drury, Co-Founder and CEO, iServices Bruce Drury, Co-Founder and Director Business Improvement, iServices 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. | |||||
| 9:45 am - 10:30 am | Maintaining Data Integrity Doug Morris, President, Computer System Innovations, Inc. USA 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. | |||||
| 10:30 am - 11:00 am | Networking and Exhibitor Showcase | |||||
| 11:00 am - 12:30 PM | Concurrent Sessions | |||||
| 11:00 am - 11:45 am | A Product Update for iMIS 20 EMS and WebFormZ Russell Franks, Chief Executive, iFINITY plc Russell 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 highs. 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 Discussion Financials With 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. | |||
| 11:45 am - 12:30 pm | Using TaskCentre to Send out Subscription Invoices Ashley 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 20 Paul Ramsbottom, Managing Director, Asia Pacific, Advanced Solutions International (Asia Pacific) | iXtend : etouches – Event Management Solution Tricia 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. | |||
| 12:30 pm - 1:30 pm | Networking and Exhibitor Showcase | |||||
| 1:30 pm - 3:00 pm | Concurrent Sessions | |||||
| 1:30 pm - 2:15 pm | Achieving Real Member and Donor Growth Michelle Lelempis, Solutions Consultant, CauseIS 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 Z 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 Gallery Jason Rowe, Engagement Management Specialist, Advanced Solutions International (Asia Pacific) 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! | |||
| 2:15 pm - 3:00 pm | iMIS From Different Views Robert 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 Management Liz Drury, Co-Founder and CEO, iServices Bruce Drury, Co-Founder and Director Business Improvement, iServices Join us in exploring how to negotiate a budget with Management successfully. • Understanding your Business Drivers and who to pitch your plan to | Special Interest Group Discussion Events Understand the power of iMIS Events (online and back office) and tools available to extend that power even further. | |||
| 3:00 pm - 3:30 pm | 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. | |||||
| 3:30 pm - 4:00 pm | Conference Close | |||||
