PersoniTour 2024

Chicago, IL

Thank you for joining us for PersoniTour 2024, an in-person event for our clients, friends and PersoniFans.

PersoniTour was a one-day event which featured educational programming, industry and peer networking, product training and more. Our full day of groovy insights, learning and PersoniFUN, was provided to registrants at absolutely no cost – that’s the BEST part! We look forward to seeing you at the next PersoniTour!

Chicago, Illinois


Embassy Suites by Hilton Chicago Downtown Magnificent Mile
511 North Columbus Drive
Chicago, Illinois, 60611
Tuesday, May 14
8:30 a.m. to 4:15 p.m. CT

Sessions

8:30 am - 9:00 am

Registration and Breakfast for Clients Attending Product Training

9:00 am - 11:45 am
Lauren Bashaw
Susannah Mechem
Hunter Lee
Lakshmi Subramanian
Amy Jorgenson
Aseem Nagar

Product Training Sessions (Clients Only)

BREAK: 10:15 a.m. – 10:30 a.m.

Personify clients are invited to training sessions with product experts for the following products: ThreeSixty, MC Trade and A2Z Events.

ThreeSixty Training (Room: Salon A,B,C,D)

  • Functional Training with Susannah Mechem  (9:00 – 10:15 a.m.): Explore a day in the life of an end user of ThreeSixty Web Client. We will demonstrate the functionality that Web Client users can (and should) take advantage of.
  • Technical Training with Lakshmi Subramanian and Aseem Nagar (10:30 – 11:45 a.m.): We’ll provide an overview of the technical tools that will be available with the Web Client, such as the Web Designer, API Designer, Notification Designer, and IDP.

MC Trade Training (Room: Rock River 1&2)

Lauren Bashaw and Amy Jorgenson will help you explore the most commonly underutilized features which can help save your staff time and improve system functionality. These features are worth taking advantage of! Training will focus on: data input features (import, member portal), profile selector searches, new manage columns functionality, query tool, and a short sneak peek of our new Data Insights tool launching later this year.

A2Z Events Training (Room: Ohio River 1&2)

Join Hunter Lee and unleash your Event Portal’s potential! Learn suggested best practice site-building tips, integrate custom HTML content, and master the Tours and Forms Manager features for showcasing virtual tours and creating tailored forms to elevate your events.
11:30 am - 12:00 pm

Registration and Check-In for Afternoon Sessions  

Registration available for clients who did not attend product training and prospective clients.
11:45 am - 1:00 pm
Bald, smiling man with glasses and blue shirt
Scott Collison
Dan Corcoran
Kim Molley
Rebecca Achurch

Lunch & Keynote (CAE and CEM Recert)

Maintaining Relevance in our Busy World: Associations and Events are More Important than Ever (Room: Salon A,B,C,D)

After a few challenging years, 2023 saw a resurgence in association membership and event participation, with nearly half of associations reporting an increase in membership and a quarter of events surpassing their pre-pandemic levels. At the same time, growth in generative AI and the continuing pivots between remote vs. in-person work mean that organizations have changed how they do business and manage their teams. Join us for a panel discussion about why association membership and events are more important than ever, and how you can ensure your members, attendees, exhibitors and more see you as relevant and crucial this year and moving forward.

  • Speakers:
    • Rebecca Achurch, Founder and CEO, Achurch Consulting
    • Dan Corcoran, Chief Operating Officer, Corcoran Expositions
    • Kim Molley, Chief Financial Officer, American Association of Oral & Maxillofacial Surgeons
    • Scott Collison, President and CEO, Personify
1:00 pm - 1:15 pm

Break
1:15 pm - 1:35 pm
Cindy Orna
Jonathan Damrich
Travis Tucker

Solution Showcases

Learn about different solutions that Personify offers and how they can solve needs within your organization. 

Attendees can choose from three options and are encouraged to learn about a solution that do not currently use:  

  • A2Z Events and Registration Tech presented by Travis Tucker (Room: Salon A,B,C,D)
  • CommUnity and Member App presented by Jonathan Damrich (Room: Ohio River 1&2) 
  • and Job Board presented by Cindy Orna (Room: Rock River 1&2)
1:35 pm - 1:50 pm

Break
1:50 pm - 2:50 pm
Susannah Mechem
Mike McCormick
Kristie Chicki
Lauren Bashaw
Mary Allen

Education Sessions

Moving On Up: ThreeSixty Upgrade Process, AWS Migration and Web Client (Room: Salon A,B,C,D)

Is your team considering an upgrade and migration to AWS? Are you curious about the future of the ThreeSixty web client? Learn more about the upgrade process and AWS migration, including experiences of clients who have gone through or are currently undertaking this process. While we can’t do a full deep dive, we will provide answers to commonly asked questions and share our vision for the future of ThreeSixty.

Speakers:

  • Mike McCormick, Chief Sales Officer, Personify

  • Susannah Mechem, Director of Professional Services, Personify

Safeguarding Event Data, Security & Privacy Compliance (Room: Ohio River 1&2)

In today’s interconnected world, safeguarding personal data and ensuring security & privacy compliance have become paramount.

We’ll unravel the complexities of Identity Provider (IDP) solutions and Single Sign-On (SSO) mechanisms, examining how they streamline access management while enhancing security and user experience. Participants will discover the importance of robust authentication methods, such as multi-factor authentication (MFA), in verifying user identities and thwarting unauthorized access attempts.

Drawing from real-world examples and best practices, this session will empower attendees to navigate the evolving landscape of security challenges effectively. Our speaker brings a wealth of real-world experience in navigating the challenges of security and compliance. Drawing from years of hands-on involvement supporting organizations like yours, they offer practical insights and actionable strategies that resonate with both technical and non-technical audiences alike.

Speaker:

  • Kristie Chicki, Principal Project Manager, Personify

What’s in Sight for MC Trade? Our Plans to Help you Make Data-driven Decisions (Room: Rock River 1&2)

In this session, we’ll share practical tips and strategies to help association and chamber professionals optimize their time with widely-available AI tools for content creation, task automation, data analysis and data visualization. But, we won’t stop there. Learn about how we are combining predictive analysis, business intelligence and your MC Trade data to bring you the deepest insights into the state of your organization today and predictions for your future. We’ll demonstrate and preview what’s to come with Personify Insights, a predictive analytics tool built with AWS Quicksight. By leveraging AWS Quicksights and your data, you’ll see a 360-degree analysis of your organization, enhanced trend visualizations, answers to your questions and more.

Speakers:

  • Lauren Bashaw, Director of Product, Personify

  • Mary Allen, Senior Manager of Associations and Brand, Personify
2:50 pm - 4:15 pm

Happy Hour