Agenda

We’re thrilled to have you join us for Xperience 2024. Below you’ll find essential session information, organized by special technology and thought leadership tracks.

* Sessions subject to change.

Preconference Workshops

Kick start your Xperience2024 by registering for these special add-on product workshops being held on Monday, September 23. Visit the registration site to save your preconference training seat!

**Already registered for Xperience? Email events@communitybrands.com with which workshop(s) you'd like to add, and we'll update your registration.**

Aptify Developer Training

Monday, September 23  |  9am-4pm

Duration: 6 hours (Includes lunch)

 

Overview: This course provides an overview of the Developer features of Aptify 7.0. The course is designed for individuals who will develop for an Aptify installation. This course builds on the material from the Aptify Administrator class, which is a prerequisite. The focus of the class is on learning to develop meta- data-based configurations using the Aptify Desktop Application. This course is intended for Developers, Database Administrators, System Administrators and System Programmers.

Key Highlights: Create and configure multiple inter-related entities and sub-types, Configure Process Flows to apply business logic and automate functionality, Generate and modify Form Templates

NetForum Developer Workshop

Monday, September 23  |  9am-4pm

Duration: 6 hours (Includes lunch)

 

Overview: This course offers a comprehensive exploration of developer features, tools and techniques to empower you to integrate seamlessly with cloud services and various NetForum functionalities. This is a full day of interactive learning, featuring a mix of hands-on sessions so you can build practical applications and insightful technical presentations from NetForum experts to expand your knowledge.

Key Highlights: Cloud Storage Integration: Leverage baseline features to establish a strong foundation for cloud storage integration. NetForum Workflows: Master the art of building automated workflows within NetForum. Webhooks (Incoming & Outgoing): Gain expertise in utilizing webhooks for efficient data exchange. Beyond the Basics: Explore a wide range of additional developer-focused topics.

Key Highlights: Bring your own laptop with Visual Studio or VS code installed. We assume you have some basic experience with NetForum development. Above all, bring an open mind to learn new things.

Expo Logic Hands-on Equipment Workshop

Monday, September 23  |  1pm-5pm

Duration: 3.5 hours (Lunch available prior)

 

Overview: In this hands-on workshop, you'll get firsthand experience working with onsite registration equipment used for badge[on]demand, Express Pass, EventReg, TrackPod, Lead Retrieval, and more.

Key Highlights: Gain valuable experience setting up, using & troubleshooting equipment to be prepared to support your events more efficiently in the future.

Nimble Intelligence CRMA+ Dashboard Workshop
(1/2 day)

Monday, September 23  | 8:30am-12pm

Duration: 3.5 hours (Lunch available afterwards)

 

Overview: Unlock the full potential of data visualization and analytics with our training session on creating dashboards using CRM Analytics. In this hands-on workshop, participants will gain a deep understanding of the analytics tool’s capabilities, enabling them to transform raw data into insightful, visually compelling dashboards. Whether you’re a data analyst, business intelligence professional, or a decision-maker seeking actionable insights, this session is tailored to elevate your dashboard creation skills.

Key Highlights: Introduction to Nimble Intelligence & CRM Analytics, Data Preparation, Dashboard Design Principles, Data Exploration and Filtering, Integration with External Tools, Sharing and Collaboration, Practical Dashboard Building.

Nimble Intelligence Prediction Builder Workshop
(1/2 day)

Monday, September 23  | 1pm-4:30pm

Duration: 3.5 hours (Lunch available prior)

 

Overview: Join us on a journey into predictive analytics with our comprehensive training session on creating prediction models. This hands-on workshop is designed for admins, analysts, and decision-makers looking to harness the predictive power of their data. Through a series of practical exercises, participants will gain the skills to leverage the advanced capabilities of the predictive analytics tool and create accurate, actionable predictions. By the end of this training session, participants will have the knowledge and confidence to harness the predictive capabilities of Nimble Intelligence, empowering them to make data-driven decisions and unlock valuable insights from their data.

Key Highlights: Introduction to Predictive Analytics, Overview of Nimble Intelligence & Einstein Prediction Builder, Data Preparation for Predictive Modeling, Building Predictive Models, Evaluation Metrics and Model Performance, Interpreting Results, Optimizing and Iterating Models, Hands-On Prediction Building.

Nimble AMS Admin Workshop (1/2 Day)

Monday, September 23  | 8:30am-12pm

Duration: 3.5 hours (Lunch available after)

 

Overview: Join us for an immersive and comprehensive Nimble AMS Admin Training Session designed to empower administrators with the skills and knowledge needed to maximize the potential of Nimble AMS. Targeted for a newcomer to the Nimble or Salesforce system, this training will provide valuable insights and hands-on experience to enhance your proficiency. By the end of this training, participants will emerge with a deepened understanding of the Nimble AMS platform, enhanced administrative skills, and the confidence to navigate and optimize the system effectively.

Key Highlights: Nimble and Salesforce Relationship (what is different, what is the same, how they work together), System Overview, Understanding Basic Permissions and Profiles, Importing and Exporting Data, Admin Best Practices and Resources.

Nimble Create Workshop (1/2 Day)

Monday, September 23  | 1pm-4:30pm

Duration: 3.5 hours (Lunch available prior)

 

Overview: Elevate your communication strategy with our Nimble Create Training, designed to empower you with the skills needed to craft communications using Nimble Create. This hands-on workshop is intended for Admins and Superusers and will guide you through the basic process of designing templates critical to your everyday business operations.

Key Highlights: SQL Basics, Nimble Create Template Features Overview, Design Best Practices, Hands-On Template Creation, Q&A and Troubleshooting.

Tuesday

9:30 AM
9:30 AM
Xperience 24

Opening Keynote

11:45am
11:45am

Lunch & Expo Hall (11:45am-1:45pm)

1:45 PM
1:45 PM

Mastering Data Retrieval and View Management in Aptify

Intermediate

Explore Aptify's capabilities in data retrieval and view management, gaining valuable insights and skills for an enhanced user experience. Master the details in this enriching session and unlock the full potential of Aptify in getting the most out of your data!

1:45 PM
1:45 PM

Elevate Your Integration Game: Unleashing Powerful API Strategies for e-Business Success

Advanced

Unleash powerful API strategies to elevate your e-Business success. Discover the keys to seamlessly integrate and optimize your business processes.

1:45 PM
1:45 PM
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NetForum Roadmap

Beginner

Learn about all of our great recent accomplishments and what's coming next for NetForum in the 'State of Business and Roadmap' session. Gain insights into achievements, challenges, and upcoming initiatives for a comprehensive overview of where we are and where we're going.

1:45 PM
1:45 PM
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Nimble AMS Roadmap

Learn about all of our great recent accomplishments and what's coming next for Nimble AMS in the 'State of Business and Roadmap' session. Gain insights into achievements, challenges, and upcoming initiatives for a comprehensive overview of where we are and where we're going.

1:45 PM
1:45 PM
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YourMembership Roadmap

Learn about all of our great recent accomplishments and what's coming next for YourMembership in the 'State of Business and Roadmap' session. Gain insights into achievements, challenges, and upcoming initiatives for a comprehensive overview of where we are and where we're going.

1:45 PM
1:45 PM
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YM Careers Delivers the Career Resources Your Members are Begging For

Beginner

According to the Community Brands Association Trends Study, almost half of your members are looking to their association to provide career resources and job opportunities. Are you delivering what they’re asking for? Join Gina Durso, Director of Marketing at YM Careers, to learn the tried-and-true best practices of marketing your career center as THE Career Destination for your members, while increasing traffic and engagement.

1:45 PM
1:45 PM
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Unlocking Event Success: Navigating Event Mobile Apps

Intermediate

Discover the power of event mobile apps in unlocking event success. Explore how these tools revolutionize attendee experiences, streamline communication, and maximize sponsorship opportunities. Whether you're an organizer or part of an association, join us to harness the full potential of mobile technology for unparalleled event outcomes.

3:00 PM
3:00 PM

Aptify State of Buisness & Roadmap

Beginner

Learn about all of our great recent accomplishments and what's coming next for Aptify in the 'State of Business and Roadmap' session. Gain insights into achievements, challenges, and upcoming initiatives for a comprehensive overview of where we are and where we're going.

3:00 PM
3:00 PM
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Skill Up Your NetForum Queries

Advanced

This session will provide NetForum power users with hands on experience building queries advanced features of the query tool in iWeb – no SQL experience required! Following this session, users will:

  • Have a basic understanding of NetForum's data model and how List Table Joins impact query parameters and output columns
  • Be able to build and run queries with dynamic parameters, groupings, and aggregated columns
  • Gain a basic understanding of the concepts required to build subqueries
  • Be able to combine multiple queries to create an “Audience”
  • Be able to convert an existing query into a lightly formatted report using NetForum’s Dataset functionality

3:00 PM
3:00 PM
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Level up your eWeb eXperience!

Advanced

This session will review the opportunities associations have to level up their customer portal (eWeb) experience with NetForum. The session will feature a panel of NetForum customers and touch on different changes each association made to their eWeb to provide more value to their members. Enhancements will include: Redesigned account profile, Improved check-out experience, Site restyling, One-page registration, Alternative payment methods, and more!

3:00 PM
3:00 PM
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Accounting Tips and Tricks

Intermediate

Join us for an insightful session that will deliver actionable takeaways and practical insights to help you navigate Accounting & Nimble AMS. This session is designed to equip you with accounting tips and tricks tailored for the unique features of Nimble AMS.

3:00 PM
3:00 PM
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A Nimble AMS App Builder’s Dream Toolbox

Intermediate

Join us for an insightful and interactive session that goes beyond the basics, providing admins with the tools and awareness they need to lead their organizations confidently into a future of enhanced productivity and efficiency. Join us as we unveil the latest features and advanced functionalities within Nimble AMS, equipping admins with the knowledge and tools they need to unlock the potential of the Nimble AMS platform.

3:00 PM
3:00 PM
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Groups + Committee Management

Beginner

Don't let your boards and committees slip away and lose interest! Learn how to create a sub community tailored to them that will be engaging and inspire them to get involved. During this session, you'll explore techniques for using group setup options effectively and best practices to empower your members to take the lead.

3:00 PM
3:00 PM
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Design 101 Bootcamp: Improve your Website Design

Beginner

Did you know the average attention span is just 8 seconds? Is your website designed to attract and keep your members' attention for longer than that? Digital representation is more important than ever for your business and your brand. 75% of people judge the credibility of a business based on the design of its website. Learn how to make your website stand out in the crowd. Discover how you can provide members with a better user experience, while building your brand online in YourMembership AMS.

3:00 PM
3:00 PM
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Efficient Continuing Education Management for Staffs of All Sizes

Intermediate

Whether you are an association with a staff of one or a larger organization, being able to efficiently deliver continuing education to your members is crucial for revenue generation and learner engagement. From course creation to credit management your LMS should provide tools empowering you with the gift of time back in your day. In this session we will review key Freestone Learning Management System features that save staff precious hours and promote frictionless content production.

3:00 PM
3:00 PM
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Exploiting Event Registration, Pre-show & Onsite

Beginner

Maximize the benefits of event registration with by exploring our offerings and receiving guidance on setting up registration effectively. Gather valuable insights from attendees by asking pertinent marketing and demographic questions to understand their event preferences. Enhance attendee experience by providing comprehensive details on products and speakers, enabling them to make informed session selections. Utilize the Attendee Portal to empower attendees to self-manage their requirements, including the ability to send post-event receipts.

4:15 PM
4:15 PM

Revamping Membership Processes: Unleashing the Power of Auto Renewal and other Automation

Intermediate

Discover the transformative potential of process automation, in areas such as membership auto-renewal, as we dive into strategic revamping techniques and explore innovative ways to enhance the membership experience and streamline processes for continuous engagement and growth.

4:15PM
4:15PM

Database Dynamo: Unleashing Performance Power through Cleanup Mastery

Intermediate

Unlock the secrets of database excellence in this dynamic session where we delve into the art of cleanup mastery. Discover how to optimize performance, streamline operations, and keep your database running at peak efficiency.

4:15 PM
4:15 PM
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Accounting Processes in NetForum

Advanced

In this session, we’ll cover key processes in the accounting module, from deferred revenue to installment billing and payments. Want to know how to adjust installments? Come to this session!

4:15 PM
4:15 PM
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10 things you can do with toolkit in 10 min (Part 1 - Beginner)

Beginner

Part 1

Are you a NetForum power user but not super technical? Want to know more about basic Toolkit features? Then, this session is for you. We’ll cover 5 basic scenarios that leverage the Toolkit to make simple changes in NetForum.

4:15 PM
4:15 PM
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Strategies for Successful Community Building

Beginner

Creating and fostering connections among members is critical to the future of associations. Join us for a thought provoking session on strategies and best practices for starting, growing, nurturing and maintaining an online community. We’ll highlight digital strategies that you can leverage to grow your membership, personalize the member experience, and connect members with one another using Nimble Communities.

4:15 PM
4:15 PM
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Where does my Data Live in Nimble AMS?

Intermediate

Join us for a dynamic exploration of data and reporting for organizations looking to navigate the data landscape with confidence. In this session we’ll demystify the world of data and reporting showcasing the latest tools and strategies to empower your association to harness the full potential of your data. In this session you’ll learn where to find key data points in Nimble AMS and how to use that data in effective and compelling reports. This session promises to provide valuable insights, practical strategies, and a glimpse into the future of data and reporting.

4:15 PM
4:15 PM
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Accounting Essentials for YM AMS

Beginner

Accounting may seem boring, but it is crucial for your success. Learn how to get the accounting data you need to present to your board. Our YM experts will show you how to pull essential reports from your transactions and invoices, and how you can easily integrate your accounting system with QuickBooks.

4:15 PM
4:15 PM
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Membership Made Simple

Beginner

Are you ready to take your membership structure knowledge to the next level? In this session, we'll review how to get the most out of your membership structures, how to increase revenue with auto-renewals, and save time with imports. And, as a bonus, we'll review how you can transfer that knowledge to your online community.

4:15 PM
4:15 PM
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Crowd Wisdom Roadmap

Beginner

Learn about all of our great recent accomplishments and what's coming next for Crowd Wisdom in the 'State of Business and Roadmap' session. Gain insights into achievements, challenges, and upcoming initiatives for a comprehensive overview of where we are and where we're going.

4:15 PM
4:15 PM
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Onsite Event Solutions Best Practices & Tips

Advanced

This session will focus on the advancements and best practices in onsite badging, session tracking, and lead retrieval technologies. Participants will explore how these tools enhance attendee experiences, streamline event logistics, and maximize ROI for both organizers and exhibitors. Through real-world examples and expert insights, attendees will gain valuable knowledge on selecting, implementing, and optimizing these critical event technologies.

Wednesday

9:15 AM
9:15 AM
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Generative AI: Going from Experimentation to Deployment

Intermediate

In this enlightening session, dive into the transformative journey of Generative AI, tracing its evolution from experimental stages to real-world deployment. Uncover the recent milestones that have shaped this technology, setting the stage for a future powered by AI. Discover practical, innovative applications of Generative AI that associations can leverage today to enhance engagement, streamline operations, and drive member value. From content creation to personalized communication and beyond, learn how this cutting-edge technology is not just a glimpse into the future, but a toolkit available now for forward-thinking organizations. Join us to explore how embracing Generative AI can revolutionize the way associations connect, operate, and grow.

9:15 AM
9:15 AM
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How Our Association Communicates with Zero Internal Emails

Learn how a growing association completely eliminated internal, staff-to-staff emails, clearing the way for more impactful interactions with its membership community. Leveraging technology platforms coupled with a clear, co-designed culture around internal communications, the small-staff team has achieved significant operational efficiencies resulting in membership growth, a highly connected virtual workplace, and even a degree of focused productivity that allows for a four-day workweek.

9:15 AM
9:15 AM
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Salary Spotlight: Illuminating Insights with Surveys & Dashboards

Unlock the power of benchmark surveys and dashboards. Delve into the art of gathering, analyzing, and visualizing salary data to gain actionable insights into member employment satisfaction, compensation trends. Learn how to leverage benchmark surveys and dynamic dashboards to make informed decisions, attract top talent, and ensure fair compensation practices within your organization. Join us and shine a light on salary dynamics like never before!

10:30 AM
10:30 AM
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Personalized Engagement led by Member Intelligence

We know very little about our members at the individual level. We have some aggregate survey data, behavioral and transactional data, but do we know enough about each individual member to create a truly personalized experience? In this session, you will learn how to capture and update member data with low friction and regular automated updates to your AMS and you'll see how to use that data to create a personalized experience for each and every member.

10:30 AM
10:30 AM
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Life After Launch

The launch of your new technology is an exciting time – certainly time to celebrate! But go-live is not the end of the journey. You need to keep the momentum going to make sure your new AMS, LMS, Careers or Event Tech is working for YOU - because once you launch, it's just too easy to move on to the 'next thing'. We'll help you plan for the "life after launch" mentality, to drive adoption, enhance ROI, and increase the success of your technology so that you are using it happily and successfully.

10:30 AM
10:30 AM
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Unveiling Tomorrow's Events: Roadmap Session

Intermediate

Learn about all of our great recent accomplishments and what's coming next for Community Brands Events Technology in the 'State of Business and Roadmap' session. Gain insights into achievements, challenges, and upcoming initiatives for a comprehensive overview of where we are and where we're going.

10:30 AM
10:30 AM
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Navigating AI Adoption: Strategies for Organizations

Prepare for AI adoption by arming yourself with strategic considerations and best practices. Learn about decision-making between self-hosted models and public services, managing data privacy concerns, and implementing strategies to mitigate bias in AI systems. Gain insights into incorporating AI into processes effectively, empowering users to adopt AI without technical expertise, and embedding AI within your association's philosophy. Discover hands-on examples, tools, and community-driven approaches to roll out AI initiatives successfully while building trust with stakeholders. This session equips attendees with actionable strategies to navigate the complexities of AI adoption and leverage its transformative potential for organizational success.

10:30 AM
10:30 AM
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YM Careers Roadmap

Beginner

Learn about all of our great recent accomplishments and what's coming next for YM Careers in the 'State of Business and Roadmap' session. Gain insights into achievements, challenges, and upcoming initiatives for a comprehensive overview of where we are and where we're going.

11:45 AM
11:45 AM

Lunch & Expo Hall (11:45am-1:45pm)

1:45 PM
1:45 PM

Unlock the Power of Aptify: Insider Tips and Tricks for Mastering End User Training

Beginner

Join us for an insightful session as we explore expert strategies and practical tips to empower end users in harnessing the full potential of Aptify. Learn the insider knowledge that will elevate your training sessions and optimize the user experience.

1:45 PM
1:45 PM

e-Biz Evolution: Navigating Upgrades, Headless CMS, and the Future Tech Frontier

Intermediate

Explore the dynamic evolution of e-Business, covering smooth upgrades, insights into Headless CMS, and glimpses into future tech stacks. Learn to navigate these advancements and stay at the forefront of the ever-changing digital commerce landscape.

1:45 PM
1:45 PM
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77 Clicks to Zero...What NetForum Alternate Profiles Can Do for You

Advanced

We’ll explore how NetForum alternate profiles allowed one association to address the individual data needs of disparate teams from the organization profile page, making the teams more efficient and quicker to respond to the needs of its members. We’ll discover how the association combined information about the organization with details about the contacts into a single view, how data was organized and displayed based on what was most important to each team, and how data can be updated and new information inserted from the profile page.

You’ll learn how the developers used a baseline control to create multiple data-centric "cards" using XML and XSL. We’ll give you examples of how SQL was built into XML to retrieve the desired data set and how XSL was used to display that data. This enabled the creation of multiple controls on one form with different data points for a single profile form detail.

The alternate profile saved us 77 clicks. How many can it save you?!

1:45 PM
1:45 PM
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Securing NetForum eWeb - How to Beat the Hackers

Beginner

Websites are constantly exploited by malicious actors for vulnerabilities. Hackers create bots and use standard processes to harm others or degrade a system’s performance. Technology is constantly changing, and security is getting more complex with machine learning, bots, and Robotic Process Automation (RPA). How can you guard your organization’s data against these evolving security risks? NetForum’s Advanced Threat Detection and Fraud Prevention service uses an intelligent and specialized web monitoring tool to protect your AMS against fake accounts, scraping, account takeover, card cracking, and server overload BEFORE it even gets to your AMS.

1:45 PM
1:45 PM
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Driving Non-Dues Revenue in Nimble AMS and Beyond

Beginner

Embark on a revenue-boosting journey in this session that will explore a variety of ways to diversify revenue streams beyond membership dues. Learn about areas of Nimble AMS such as Donations, Certifications & Programs, that can help to boost your non-dues revenue. The Nimble AMS team will demonstrate how to combine analytics, dashboards and AI driven predictions to empower you with the tools and knowledge needed to bolster your fundraising efforts to drive non-dues revenue.

We’ll also showcase some of our sister brands such as Careers and GiveSmart that can also have a significant impact on your bottom line.

1:45 PM
1:45 PM
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Mastering Integrations: Unlocking the Power of Connected Systems with Nimble AMS

Advanced

Navigate the intricacies of integrations and single-sign-ons and explore how Nimble AMS integrates with various technologies to help you create a unified ecosystem to empower your association with efficiency and innovation. Get insight on what resources are available, what approaches work best and learn about best practices. Our team will highlight a few of the more common integrations used by our customers, including integrations with other Community Brands products.

1:45 PM
1:45 PM
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Managing your Professional Development in YM AMS

Intermediate

Increase the value of your membership offering with educational programs for your members. In this session, learn how to implement Continuing Education Units and Credits to increase member participation.

1:45 PM
1:45 PM
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Drag & Drop Editor

Intermediate

Design a website that will turn nonmembers into members and keep your members coming back for more. Using YM's new Drag and Drop editor, learn how simple and intuitive it is for any staff member to make an update or create a visually stunning website without coding. Understand how to effectively organize your website site content using our new Drag & Drop Editor. Join us to start personalizing your website today and leave with tips and tricks that will make using the tool much easier. From customizing layouts to optimizing for mobile, we'll cover essential tips and tricks to elevate your web design game.

1:45 PM
1:45 PM
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Freestone Roadmap

Intermediate

Learn about all of our great recent accomplishments and what's coming next for Freestone in the 'State of Business and Roadmap' session. Gain insights into achievements, challenges, and upcoming initiatives for a comprehensive overview of where we are and where we're going.

1:45 PM
1:45 PM
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Be the Voice of Innovation: An Exclusive 3-Hour Brainstorm for Product Influencers

Intermediate

Your passion fuels our innovation! Engage in an immersive, 3-hour drop-in journey where your insights shape the future of our product. Join fellow influencers to share your dreams and ideas. Your feedback isn't just heard—it's the compass guiding our product's evolution.

1:45 PM
1:45 PM
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Strategies for Success: Submission & Review Best Practices

Intermediate

Join us as we explore the best practices that lead to a successful call for submissions and review process! Discover the power of centralized data collection, seamless accommodation of various submission types and how robust business rules can provide efficiency and accuracy. We'll explore methods to reduce bias in the review process, facilitate transparent sharing of results and feedback, ultimately fostering an environment for easy and informed decision-making throughout the submission and review lifecycle.

1:45 PM
1:45 PM
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Engage, Score, Soar: Elevating Association Engagement Strategies

Get ready to revolutionize your association's engagement strategy. Dive into the world of engagement scoring and learn how to track and boost member engagement like never before. Discover scoring models, case studies, and best practices. Whether you're a seasoned pro or just starting out, this session will show you how to measure engagement and advance your mission.

3:00 PM
3:00 PM

Spotlight on Aptify's Azure Native Capabilities

Intermediate

Unlock the full potential of your business with Azure, Microsoft's comprehensive cloud platform, designed to help you bring new solutions to life—to solve today’s challenges and create solutions for the future. We will explore a multitude of services which can meet the diverse needs of businesses, enabling seamless innovation and scalability in the cloud. We will also examine what is involved in migrating Aptify to an Azure cloud solution. We will review the possible scenarios, the tools available and how to run a migration project.

3:00 PM
3:00 PM

Unlocking Aptify: Revealing Hidden Gem Features in our 7 Platform

Beginner

Explore the best parts of the latest Aptify releases in this insightful session, where we explore features that can transform your experience. From streamlined workflows to enhanced functionalities, discover the newest gems of Aptify in our 7 platform and unlock a new level of proficiency.

3:00 PM
3:00 PM
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Low Code Certification Workflow Automation

Beginner

Managing all aspects of Certification using multiple vendors with a streamlined workflow just got easier. Push course registrant notifications to your LMS, record course completion in NetForum, send exam eligibility to your Exam provider, receive and record exam results, provide digital badges. We will highlight the success of this workflow automation using low code integrations with Azure Logic Apps.

3:00 PM
3:00 PM
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Everything Email

Intermediate

Are you struggling with getting your emails into inboxes? During this session we’ll talk about how to overcome that challenge! Topics covered will include everything from templates to SMTP servers and DKIM/DMARC.

3:00 PM
3:00 PM
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Managing Events in Nimble AMS and Beyond!

Beginner

Join us for this session to learn how to enhance your approach to event planning, incorporating technology-driven solutions that enhance efficiency, elevate experiences, and ensure the success of your future events. Learn how to take advantage of new features and functionality and explore beyond Nimble AMS and learn what Community Brands can offer to take your events to the next level.

3:00 PM
3:00 PM
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Riding the Salesforce Wave: Your Guide to Navigating Salesforce Changes & Enhancements

Intermediate

It can be a challenge to keep up with the changing technology landscape - we can help! Join us to gain an understanding of the upcoming changes Salesforce has planned. Learn how they will impact your Nimble AMS org and what you need to do to prepare.

3:00 PM
3:00 PM
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Membership Data: Getting the Reporting Edge

Advanced

Join us as we dive into the transformative potential of your organization's data. As an association professional, you hold the key to capturing data for strategic decision-making that drives results both big and small. Discover how to harness your membership data to paint a vivid picture for stakeholders, showcasing the health of your membership retention, recruitment, engagement, and revenue streams.
Learn how data-driven insights can drive member engagement, boost revenue streams, and propel your mission forward. Don't miss this opportunity to revolutionize the way you approach data and reveal the full potential of your association's impact!

3:00 PM
3:00 PM
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Event Management 101

Beginner

Events and conferences have taken center stage once again as in-person events becomes the norm. As the largest source of non-dues revenue, events and conferences are a lifeline for most associations. When executed effectively, these gatherings drive member growth and make members feel valued. But here's the secret: the key to a successful event lies in its setup and management. That's where we come in. We'll share the best tips for getting your event off the ground smoothly and keeping it running like a well-oiled machine. By nailing the setup and management, you'll not only attract attendees but also ensure you can kick back and enjoy the event yourself. Let's dive into these strategies together, so you can host events that everyone loves attending, including you!

3:00 PM
3:00 PM
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End to End Conference Solutions

Intermediate

Unlock the full potential of event management with this comprehensive session showcasing registration, conference management, badge printing, session tracking, and mobile apps. Join us as we guide you through a hands-on demonstration, illustrating how to leverage these tools cohesively to elevate your event experience. Explore the strategic integration points that ensure a streamlined and efficient workflow, empowering you to seamlessly orchestrate every aspect of your event from start to finish.

3:00 PM
3:00 PM
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Training: An In-depth Dive into YM Careers Admin Module

Beginner

YM Careers' Adminstrative module provides a host of data, tools, and resources that can be used to drive revenue and engagement on your Career Center. This session will take you through this dynamic resource to help you build a plan for success.

1:45 PM
1:45 PM
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Be the Voice of Innovation: An Exclusive 3-Hour Brainstorm for Product Influencers

Intermediate

Your passion fuels our innovation! Engage in an immersive, 3-hour drop-in journey where your insights shape the future of our product. Join fellow influencers to share your dreams and ideas. Your feedback isn't just heard—it's the compass guiding our product's evolution.

3:00 PM
3:00 PM
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Show me the data!

Prepare to embark on a journey to make association insights accessible to all. Learn how to select the right tools, implement effective data governance, and inspire change management strategies that will have everyone shouting, "You had me at data!" Don't miss this opportunity to revolutionize your association's approach to data accessibility and empower every member to make informed decisions!

3:00 PM
3:00 PM
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Launching and Sustaining an On-Demand Learning Library

For those looking to launch an on-demand content library or expand their current continuing education offerings, there are many questions to consider. What content should I include? How do I keep that content relevant? How do I attract people to this programming year-round? In this session we will discuss best practices for launching and maintaining a robust on-demand catalog, tips for creating impactful on-demand courses and ideas for promoting your content. Whether you are just getting started with on-demand offerings or looking for tactics to make your current courses stand out, this session will give you actionable strategies to take back to your organization.

4:15PM
4:15PM

Revolutionize Development Operations: Best Practices, Strategies, and Innovations in DevOps

Advanced

Revolutionize Development Operations with insights into best practices, strategies, and innovations in DevOps. Explore groundbreaking approaches and discover how to streamline and elevate your development processes for unparalleled success.

4:15PM
4:15PM

Wonderful World of Wizards

Step into the 'Wonderful World of Wizards' where we'll unravel the magic behind Aptify's top 12 useful wizards. Join us for an enchanting session that unveils the power of these tools, providing insights into how they can streamline processes and enhance your Aptify experience.

4:15 PM
4:15 PM
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10 things you can do with toolkit in 10 min (Part 2 - Advanced)

Advanced

Part 2

Are you a regular user of the NetForum toolkit? In this session, we’ll cover 5 advanced scenarios that leverage the Toolkit to make complex changes in NetForum.

4:15 PM
4:15 PM
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PM Poker

Beginner

Join thought leaders from across the industry as we go ALL IN for the return of the wildly popular PM POKER. At the table we will have vendors and customer “experts” in a high stakes game to solve the biggest issues in your NetForum environment. From upgrades, vendor integrations and email deliverability, nothing will be off limits in this wild game of knowledge.

4:15 PM
4:15 PM
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Fixing Common Accounting Errors

Intermediate

Everyone makes mistakes - it’s how you fix them that counts! Embark on a journey to financial clarity in this session where we'll address the common pitfalls in accounting and equip you with effective strategies to rectify them. Our Accounting savvy team will show you how to do effectively manage refunds, adjustments, adjust batches, set payment options and more!

4:15 PM
4:15 PM
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A Course Lifecycle Journey – Repurposing Best Practices to Get More Out of Your Education Content

Beginner

Oftentimes continuing education professionals and speakers spend valuable time creating engaging programming only for it to be presented a single time and then forgotten. Doing more with the content you are already producing allows you to not only meet learner preferences for varied mediums, but also generate more revenue from your courses. In this session we will follow the journey of one course from original presentation through all the possible options for repurposing including webcasting, rebroadcasting and offering various on-demand packages. We will also review how Freestone Learning Management system makes stretching your content a breeze with our tools and support.

4:15 PM
4:15 PM
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Becoming a YM Pro - Did you know?

Beginner

Are you ready to unveil the full potential of YourMembership AMS? Join our exclusive workshop to discover all the valuable tools, tips, and tricks to simplify your daily tasks and navigate YM with ease. This collaborative session will explore essential features, share best practices, and lighten your workload, allowing you to focus on what matters: advancing your mission. Don't miss this opportunity to become a true YM expert!

4:15 PM
4:15 PM
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Creating Organizational/Affiliate Memberships

Beginner

Are you struggling to manage membership data? Join YourMembership's session on master/sub-account creation. Discover how to create member types for master/sub-account relationships, saving time and boosting efficiency. Benefit from improved reporting, more targeted communication, and greater control of your members. Walk away with a solid understanding of the best way to organize your members, resulting in better member engagement and organizational effectiveness.

4:15 PM
4:15 PM
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Driving Member Engagement & Retention by Deeper Connections with Your Members

Intermediate

Join us for a dynamic session that promises to empower you with actionable insights, proven strategies, and the technological know-how to build enduring connections with your members. Elevate your organization's membership experience, foster loyalty, and set the stage for sustained growth. In this session you’ll gain valuable insight into how Nimble Intelligence and other Nimble AMS & Salesforce tools can help you elevate your member engagement and retention strategies.

4:15 PM
4:15 PM
Events icon

Designing the Ideal Event Strategy

Intermediate

Delivering a great event requires balancing multiple priorities and stakeholders. Join us for a session that breaks down key factors to consider on your journey to excellence. What is your vision, understanding industry trends, audience expectations, best venue and format, budget and return, event technology, marketing, and measurement. We will help you simplify the journey.

4:15 PM
4:15 PM
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Make Your Career Center a Revenue Engine for Your Organization

Learn more about navigating the current challenging economy and the value of a dynamic, world-class sales engine that drives revenue through through the YM Careers platform. Join Mark McGuire, VP Sales, to learn about the strategies used to ensure we are maxizing the revenue that the Career Center delivers to your organization.

4:15 PM
4:15 PM
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Ethics and Governance in AI: Bias, Privacy, Policy, Change

Dive into the nuanced realm of AI ethics and governance in our engaging session focused on cultivating fairness, safeguarding privacy, shaping policy, and managing transformative change. Join industry leaders and experts to explore strategies for detecting and addressing bias in AI associations, preserving user trust through stringent privacy measures, and navigating the intricate landscape of policy generation and implementation within AI frameworks. Discover how effective change management practices can strengthen organizational resilience and foster positive associations with AI technologies. Gain actionable insights to promote ethical AI associations, uphold privacy standards, and navigate policy complexities while embracing organizational change for AI integration. This session is your gateway to shaping responsible AI associations and fostering a culture of innovation, transparency, and trustworthiness within your organization and beyond.

Thursday

9:45 AM
9:45 AM
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Become the #1 Career Destination For Your Members

In an uncertain world, provide members certainty when it comes to their careers. This session will share all the ways YM Careers can help you to transform your job board into a true career destination with career development resources your members expect.

9:45 AM
9:45 AM

Stump The Expert

Intermediate

Pose your most intriguing questions to our seasoned Aptify gurus and witness their collective expertise in action as they skillfully address your queries.

9:45 AM
9:45 AM

Discover Top Picks: Hottest Items in Our Marketplace

Beginner

Discover top-performing solutions in our Marketplace! Join us to explore the best-selling tools that are making waves and driving success.

1:45 PM
1:45 PM
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Ideas Portal: Where Customer Ideas Come to Life

Beginner

The Ideas Portal is where customer ideas come to life! During this session, we will:

• Discuss how the Ideas Portal has transformed the Roadmap
• Review/demo key Ideas Portal features
• Present the first annual Ideas Portal awards!

You must be present to win one of the awards - they're going to be good, so you won't want to miss this session!

9:45 AM
9:45 AM
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Membership Dues Makeovers - Configurable Solutions to Simplify Your Process and Make Membership Staff Happy!

Beginner

Do you have a membership category that requires significant staff time to manage dues? Perhaps your invoices need to be carefully audited for accuracy or the configuration is unwieldy and needs to be frequently tweaked or an existing custom dues calculation is outdated and no longer meets your business need, or your online renewal process is clunky for your members. If this sounds familiar, you’re not alone. This session will explore how several NetForum customers modified their dues structure in NetForum to streamline the renewal process and make life easier for membership staff.

9:45 AM
9:45 AM
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Decrease your staff clicks!

Intermediate

In an era where efficiency is the key to organizational success, join us for this session that will unravel the secrets to boosting staff efficiency through innovative solutions. From automation to lightning actions, this session is designed to equip you with practical strategies and insights to propel your team's productivity to new heights. During this session the Nimble AMS Team will share a variety of ways to increase staff efficiency and fast track Nimble AMS functionality and customizations using tools such as lightning actions, focused forms, dynamic forms, lightning page design and more!

9:45 AM
9:45 AM
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Nimble Intelligence: Powering Your Association Tech Evolution with AI/Predictive Analytics

Beginner

Analytics, AI, Prediction Builder - it’s all the buzz, but what does it all mean? Join us as we unravel the complexities surrounding analytics and artificial intelligence (AI) to provide you with a clear understanding of the potential impact to the success of your association. Learn about our new Nimble Intelligence offering and the Salesforce CRM Analytics, AI and Prediction Builders tools, including a chance to see Dashboards and prediction builders in action.

9:45 AM
9:45 AM
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Take Your Events to the Next Level

Intermediate

At most association industry events, whether they're large conferences or small meetings, the challenge lies in maximizing the time and experience of attendees. Events are key for attendees to connect to top experts, rub shoulders with their professional network, and gather valuable insights to leverage in their career. During most association industry events-large conferences or small meetings, the problem is always maximizing time and experience of attendees. Leveraging your event module successfully to engage members and provide them a place to share ideas, attendees have just a few days to gain access to top experts, rub shoulders with hundreds or even thousands of like-minded professionals, and fill their mobile phones with large amounts of new contacts and notes for growing their business or career. Then, with tickets, various attendee types and promo codes, one of the greatest mistakes you can make when providing an event module is waiting until the event is over to try and figure out if your module setup was successful or not. Instead, prior to launch, you should take the time to consider what success will look like for your module. During this session, we will share the best practices for your events module and get your organization on the right path to success.

9:45 AM
9:45 AM
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No more time for the yellow pages: Membership Directories

Beginner

Membership directories serve as invaluable assets for organizations by fostering engagement, connectivity, and revenue generation. Beyond providing a platform for members to connect and collaborate, directories offer significant revenue-driving opportunities. By strategically leveraging advertising space, organizations can capitalize on their directories to generate additional income streams. Moreover, membership directories offer insights into member demographics and engagement patterns, empowering organizations to make informed decisions and tailor their offerings to meet member needs effectively. By maximizing the potential of membership directories, associations and nonprofits can not only enhance member satisfaction and connectivity but also ensure long-term financial sustainability and organizational growth.

9:45 AM
9:45 AM
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Dive into the Future: Unveiling Our Dynamic Integration with Nucleus Analytics Platform

Beginner

Experience the power of data like never before. Witness firsthand the seamless fusion of Crowd Wisdom and Nucleus, opening the floodgates to a treasure trove of actionable insights. Don't miss this groundbreaking cross-collaboration demo!

9:45 AM
9:45 AM

Proven Tips for Effective Session and Speaker Management

Intermediate

Discover practical tips and tricks to streamline your session and speaker management process. Learn how to engage stakeholders using centralized communication and the delegation of tasks in a role based system, tackling everything from collecting speaker bios and forms to effectively resolving session conflicts. Dive into proven methods for establishing a reliable and proactive communication channel with speakers, underscoring the importance of timelines and deadlines.

11:00 AM
11:00 AM

Innovation Awards

Intermediate

Join us for a celebration of innovation and excellence in our annual Innovation Awards session. Explore groundbreaking solutions, applaud the innovators, and be inspired by the transformative ideas that are shaping the future of our community.

11:00 AM
11:00 AM
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Ask us anything

Beginner

Do you have questions? We have answers! NetForum experts from R&D, Product, Support, Upgrades and Client Services will be on hand and ready to provide information and insights about anything NetForum related.

11:00 AM
11:00 AM
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Elevate your member’s experience with Experience Cloud Community Hub

Beginner

Dive into the new Experience Cloud Community Hub to learn how to enhance the online experience for your members. See how other Associations are using the power of the Experience Cloud platform and learn how you can prepare for this transition.

11:00 AM
11:00 AM
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How your organization can get started with Experience Cloud Community Hub today!

Intermediate

Join us for insight on navigating the journey from your current Community Hub to Experience Cloud Community Hub. Learn how to translate your functionality from it’s current state into the new Experience Cloud Community Hub with the Hybrid strategy. Our team will help you compare forms and flows between the two models while also highlighting how the hybrid model can give you the best of both worlds.

11:00 AM
11:00 AM
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How to Know when to Use Email, Texting and/or Social Media

Beginner

With all the different ways to communicate to members, how do you choose which one to use and when? What is the best way to communicate to members? Dive into the most effective member communications and explore the power of different channels - email, texting and social media. Determine when to use each medium to maximize member engagement and create stronger connections. Learn helpful tips so that you will no longer be asking yourself which type of message to send and when.

11:00 AM
11:00 AM
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Boosting Member Retention and Engaging Members in Your Online Community

Beginner

Learn effective strategies to increase member retention and strengthen your association. Explore different approaches to building valuable member connections, from creating an online community for members to collaborate in real time to offering multiple payment options to serve a wider audience. Gain practical tips on improving member satisfaction that will drive long-term loyalty and growth within your association.

11:00 AM
11:00 AM
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Make Your Career Center a Revenue Engine for Your Organization

Beginner

Learn more about navigating the current challenging economy and the value of a dynamic, world-class sales engine that drives revenue through through the YM Careers platform. Join Mark McGuire, VP Sales, to learn about the strategies used to ensure we are maxizing the revenue that the Career Center delivers to your organization.

11:00 AM
11:00 AM

Navigating Continuing Education, Credit Issuance & Evaluations for Conference Attendees

Intermediate

Join us for an engaging session that navigates the complexities of credit claiming. We will explore the nuances of credit claiming requirements and how to tailor the claiming process to match your organizations requirements. Learn how to easily collect session evaluations and leverage the convenience of mobile tools for seamless session tracking. Empower yourself with strategies to elevate your continuing education program.

11:00 AM
11:00 AM
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Leveraging Member Experience Trends to Meet Learner Needs and Generate More Revenue

According to Community Brands research, members rank continuing education and training offerings as one of the highest value engagement opportunities an association provides. While competition remains stiff, members are more engaged with their associations than ever, so now is the time to refine and expand your offerings to cement yourself as a go-to source for education. In this session we will review key trends from Community Brands research and discuss how to leverage these insights to create an enhanced learner experience while generating additional revenue for your organization.

11:00 AM
11:00 AM

Lunch

Registration is now open!