Business & Technology Collaboration & Engagement Leadership & Strategy Reporting & Data Quality Training Sessions Developer Day

 

Business & Technology

Improve Efficiency and Gain Flexibility: Integrating WordPress and Personify
Speaker: Meta Thsilombo, Director of Information Services
National Association of Secondary School Principals

The National Association of Secondary School Principals will share how they partnered with MDG and Personify to successfully migrate from a licensed CMS to WordPress, which allowed them to cut costs and enable greater site flexibility without compromising on integration features or security.
Transform Your Organization with Wild Apricot: 3 Magic Tricks to Help You Succeed
Speaker: Alex Sirota, Director
New Path Consulting

You are convinced that Wild Apricot is a great fit for your organization. You got all the basics setup. But there are lingering thoughts — will it really do everything you need? Culled from several years of experience deploying Wild Apricot for organizations around the world, this presentation will illustrate the true transformative power of Wild Apricot. NewPath Consulting will share three tricks: Database, Directory and Store Magic, CSS Hacking 101 and Beyond, and delightful design ideas that reveal your organization’s value proposition.
Mindshare | Maximize Your Association Management System and Exposition Management Solution
Speaker: Alex Reddick, Senior Sales Engineer
Personify
CAE Credit

An Association Management System (AMS) is the lifeblood of your organization which tracks everything from membership status, dues and involvement by your members. Your organization uses it for everything, and you count on it being up to date and reliable. Equally as important to your organization is your Exposition Management System, which is the essential for running a smooth and organized show. Do these systems talking to one another? We’ll share the multi-faceted value that integrating your AMS and Expo Management systems bring to your organization. We will also cover best-practices for integrating the AMS and Expo Management systems, and how to best bring it up with your IT team.
Create a Data-Driven Compliance Strategy
Speaker: Erin Mcclarty, Founder
Erin Mcclarty, PLLC
CAE Credit

As the footprint and budget of organizations increase, so too do their compliance obligations. The name of the compliance game is being strategic, and it’s only by using data that organizations can make sure they meet their legal obligations without spending an exorbitant amount. In this session, we’ll help you understand compliance obligations and how to use data to reduce compliance costs and better understand risk and exposure.
The Three Keys to Growing your Organization with Content
Speaker: Tatiana Morand, Content Manager
Personify
CAE Credit

Content marketing expert Tatiana Morand will show you how to create a growth engine for your organization built around content, so you can attract new contacts and members while you sleep. You’ll learn what types of content are worth your time and what types you shouldn’t bother with, as well as the tools you need to ensure you get a positive return on your content investment.
SSO 2.0: Modernizing Your Customer Identity Management
Speakers: Marc Bernstein, Director of IT (American Society of Anesthesiologists) & Manmeet Duggal, Vice President of Engineering (Personify)

A seamless user experience is paramount as your constituents interact with your organization’s digital properties, and your organization needs a modern and powerful approach to identity management. But where to begin? In this session learn about the different access and authentication protocols, and how the American Society of Anesthesiologists approached their SSO modernization initiative. At the end of the session, Manmeet Duggal will debut Personify360’s new SSO 2.0.
MindShare – Let’s Get Digital: A Leader’s Guide to Digitizing 
CAE Credit

As the digital world continues rapidly evolve, it is imperative to align your technology stack to architect an effective digital strategy which in turn furthers your organization’s goals. In the world of live events, audiences are beginning to demand personalization at all levels to create their desired experiences at the event. Attend this session to learn how to organize and analyze your technology stacks to create a full-blown digital strategy to further your mission.
Turning a Tight Integration into a Top Member Benefit
Speaker: Al Osifade, Director of Development
Brightfind

The American Society for Reproductive Medicine (ASRM) implemented a dynamic Find a Clinic directory to easily connect its members with people struggling with infertility. The tight integration between ASRM’s CMS and Personify360 allows ASRM to showcase the most up-to-date information about members . The integration, coupled with a consistent online look and feel, results in a seamless experience for web visitors. Find out how ASRM successfully integrated the systems. Discover three different options (and the pros and cons of each) for implementing a data pull from Personify360 to your CMS. Learn how your organization can implement a similar directory that may just become a top member benefit.
Capture More Members with an Accessible Website
Speaker: Nick Goodrum, Director of Front End Development
American Eagle
CAE Credit

Roughly 1 in 5 people is affected by a disability that impacts how they are able to navigate the Internet.  For an association, if your website is not compliant, this means you are missing out on up to 20% of potential members because they are unable to easily access your information. In this session we’ll explore how accessibility aligns with bigger picture UX and usability issues, how it aligns with your other digital marketing initiatives such as SEO, and how organizations are providing better user experiences for every visitor.
Ecommerce Best Practices and Tips to Boost Non-Dues Revenue
Speakers: Will Levenson, Digital Strategist & Steven LaGow, Partner Marketing Manager
American Eagle
CAE Credit

With your member demographics and behaviors changing, and dues become less and less the primary source of income for your organization, isn’t it time you took a look at ways to add revenue streams to increase your financial stability? We’ve worked with some of the biggest Ecommerce companies in the country and are here to share with you how to uncover ways to sell and maximize your online shopping experience. Be it content, events or items, its time you geared up.
Mindshare | EventTech: Utilizing Event Technology Trends to Engage Constituents
Speaker: Scott Craighead, CEM – Vice President of Exhibitions and Events
International Association of Events and Exhibitions
CEM Credit

With your member demographics and behaviors changing, and dues become less and less the primary source of income for your organization, isn’t it time you took a look at ways to add revenue streams to increase your financial stability? We’ve worked with some of the biggest Ecommerce companies in the country and are here to share with you how to uncover ways to sell and maximize your online shopping experience. Be it content, events or items, its time you geared up.
3rd Party Integrations for Health & Wellness

Join Health & Wellness organizations and Personify staff in a roundtable to discuss common third party integrations with Personify360, share success stories (failures are welcome, too!), things to consider when evaluating a new integration, and lessons learned along the way.
Secret Functionality for Health & Wellness
Speaker: Terri Kruger, CRM Director
YMCA of the Greater Twin Cities

Join Personify client YMCA of the Greater Twin Cities to uncover functionality, enhancements and product secrets you may not be taking advantage of as a health and wellness organization.
Lightening Round: Event Professionals
Speaker: Scott Craighead, CEM – Vice President of Exhibitions and Events
International Association of Events and Exhibitions
CEM Credit

Don’t miss this opportunity to sit with a panel of seasoned event professionals ready to answer your pressing questions!
Childcare and Daycamp Roundtable

Join fellow Health & Wellness organizations and Personify experts in a roundtable to discuss various childcare set ups, strategies to track attendance, split billing, and more. We’ll also discuss what the future of childcare could look like, and how Personify can lead the way.

↑ Back to Top

 

Collaboration & Engagement

MindShare | Engagement 365: Creating Raving Fans
Speaker: Rich Vallaster, Director of Client Relations
Personify
CAE Credit CEM Credit

The most admired brands, celebrities, and sports franchises often have one thing in common: raving fans. Organizations should take a systematic and architected approach to creating, nurturing and harnessing the power of these constituents throughout the year to increase engagement and attendance at your events. Simply having satisfied constituents is no longer good enough. During this session, we’ll discuss tactics to empower your entire organization and what it takes to develop key components to constituent focused service experiences.
From Walk to “Ride”: A community’s journey from early inspiration to multi-program success
Speakers: Benjamin Morton, Product Consultant & Jordan Todd, Community Consultant
Personify

Do you want to learn from someone who has walked this community road before? Katie Schuldt is an experienced community manager for the Alzheimer’s Association , who facilitated the growth of one community into 3 separate community properties over a 3 year period. In this session, Katie will discuss her organization’s approach to community development and give an insider’s perspective into their community management practices today. Some of the topics to be covered: advice for positioning a new community, how to address members during a transition, tips for a successful volunteer engagement program, and the best practices for the relationship between community consultant and community manager.
3 Ways to use Google to Grow Your Membership
Speakers: Donald Cowper, Head of Content & Ellen Craig, Demand Gen Manager
Personify
CAE Credit

Have you ever wondered whether Google could help you grow your organization? Digital marketing experts, Donald Cowper and Ellen Craig, draw on their many years of inbound marketing and advertising success to show you 3 ways you can use Google to attract and engage more members. You’ll learn how to use free and paid methods to reach the people on Google most likely to join and support your organization, and how to create content that catches their attention.
Looking Back: Lessons from the First Year of Community
Speaker: Jordan Todd, Community Consultant
Personify

When you start your first community, it can feel daunting and overwhelming to face the unknown. We want to take the mystery out of the equation and let you hear directly from our clients and consultants. This session will give you a glimpse into what you can expect in the first 365 days after you launch your first community. We’ll talk about the pitfalls that befall some community managers and practical applications you should implement to make your community successful in Year One. 
Volunteer Engagement: Leveraging Technology to Give Volunteers What They Need
Speakers: Amanda Petersen, Community Consultant & Jonathan Damrich, Product Owner – Community
Personify
CAE Credit

Nonprofits consistently try to solve the riddle of volunteer engagement. How do we get people onboarded? Once they are onboarded, how do we keep them engaged? How do we motivate them and retain them long term? In this session, we’ll explore how to leverage Personify Community’s functionality to build strong, lifelong relationships with the people and missions of nonprofits. 
From Lurking to Participating: Actions to Build Community Momentum
Speaker: Amanda Petersen, Community Consultant
Personify
CAE Credit

It’s no secret that communities can struggle with participation, even when they are meeting a known need of the members. In this session, we will look at specific actions that you can take to inspire participation and cultivate champions in your community. 
Online Community for Youth and Advocacy
Speakers: Jonelle Seitz, Community Consultant & Fawn Faletogo, Community Consultant
Personify
CAE Credit

Whether your goal is to cultivate advocates who will carry your flag or to foster the rising members of your association, teens and young adults’ natural inclination toward community can teach us about user journey and engagement. Drawing on research and real-life youth community experiences, this session will inspire and empower you to optimize your community spaces, experiences and expectations for Generation Z.
Mindshare | Do You Know What Your Attendees Want? Hitting Attendees’ Value Meter for a Win-Win Scenario
Speaker: Nancy Drapeau, VP of Research
Center for Exhibition Industry Research
CEM Credit

“What are professionals looking for when they come to your expo—and are they getting it? Meeting attendee needs is integral to your event’s success and growth potential. The Center for Exhibition Industry Research (CEIR) conducted a study on how attendees define the ROI for attending an exhibition. Join CEIR’s VP of Research, Nancy Drapeau, PRC to understand key study findings. Hear about real-world examples on how events shape show content that responds to key trends. Leave with a sharpened focus to ramp up your event’s success.
-Understand how attendees determine ROI, including typical processes and metrics used
-Where expos rock and where they can improve
-Expo ranking compared to other primary info sources
-Reflect on aligning exhibitor goals to attendee wants via engagement
Come with your questions and ideas!”
Training: Wild Apricot Website Building: Hints and Tricks
Speaker: Mark Faccia Customer Success Manager, Wild Apricot
Personify

Ready to give your website a face-lift? In this session, Wild Apricot coaches will share their techniques, tips, and examples of how you can create a beautiful website for your organization using Wild Apricot’s built-in website editor to achieve advanced results.
Training: 5 Ways to Engage More Members with Wild Apricot
Speaker: Mark Faccia Customer Success Manager, Wild Apricot
Personify

Are you ready to grow your member base? Attract more members with Wild Apricot! Join us to learn 5 ways you can use the software to engage your audience and cultivate a community with tools directly built-in to Wild Apricot.

↑ Back to Top

 

Leadership & Strategy

Better Together: Challenges, Successes and Lessons Learned after 15 Years with Personify
Speaker: Ann Turner, Executive Director
American Association for Laboratory Animal Science
CAE Credit

The American Association for Laboratory Animal Science (AALAS) contracted with TMA Resources for the TIMMS database in 2003. Since that time, both AALAS and Personify have experienced growth, changing environments and evolution. This session is presented from the perspective of the CEO and will delve into the challenges faced by the association, the opportunities for association growth and expansion based on technology, and the transformation of Personify to meet those challenges. Practical tips for managing the relationship between the association and the provider as well as oversight of the implementation and effective system functioning will be provided.
Get your Board on Board: The Art of Communicating Value
Speaker: Amanda Myers, Director, Product Growth
Personify
CAE Credit

Acquisition, retention, fundraising. With a clear view of the dollars and cents associated with your members and donors, showing the impact of efforts in this area can be easy. But what about engagement? At Personify, we know Communities provide value, but does your board? What additional options are available to bring the softer benefits of a deepened relationship with your constituents into focus, especially for those at the senior leadership level?
It’s in the Hub! A 360-Degree View Across Applications
Speaker: Marc Bernstein, Director of IT (American Society of Anesthesiologists) & Maggie Cameron, Director of Enterprise Products (Personify)

Your organization has invaluable customer data and actionable insights spread across disparate systems. Your team is overwhelmed with internal requests to upload data, merge records, clean up bad data, export it all, and then generate reports. Why can’t all of these applications just talk to each other? This session will showcase real-world client use cases of an integration platform as a service (iPaaS). See how you can bring all of your data streams together giving you a true 360-degree view of your constituents.
Hypergrowth! Best-in-SaaS Techniques for Building your Membership Organization
Speaker: Shiv Narayanan, Vice President of Products
Personify
CAE Credit

Growth expert Shiv Narayanan will show you how to accelerate the growth of your membership by following the business model used by the fastest growing SaaS companies. You’ll learn exactly how to build your go-to-marketing strategy, what metrics you should — and shouldn’t — pay attention to, as well as the skills you need on your team to make it happen. 
The Strategic Imperative: The Evolution of Technology and Nonprofits
Speaker: Amanda Myers, Director (Personify) – Product Growth & Tom Lehman, Owner/Principal (Lehman Associates, LLC)
CAE Credit

Your nonprofit’s technology is more than a collection of tools. It’s now a foundational part of your organization, powering your staff and informing the important decisions that set you up for short term impact and long-term success. But in an ever-evolving world, what does the future hold? Where should nonprofits focus for maximum results? Join Personify’s Director of Growth Amanda Myers and renowned nonprofit research authority Tom Lehman as we explore the issues top of mind with nonprofit executives in leading organizations, investigate harder-to-identify long term trends and other topics driving conversations across leadership and executive teams at top organizations.
Training for Change: Techniques in Change Management
Speaker: Vanessa Dennison, Principal
Dennison & Associates
CAE Credit

How are association projects like personal training? It’s not a joke! Association projects and personal training rely on one thing for success: change adoption. In this fresh approach, discover new change management techniques from an industry that is fundamentally based on motivating change: personal training and health coaching. See how behavior change concepts from coaching can be applied to actual AMS implementation case studies, from an association consultant who is also a certified personal trainer and health coach. Resistance to change is normal and, just like with training, having a coach is often the key to success. Learn basic psychology behind how people approach and accept change. Find out how you can use simple communication and motivation techniques to: understand the stages of change; encourage change adoption from any stage; bridge communication gaps on the impact of changes; create frameworks to manage changes during and beyond major projects. Join us and become your organization’s Change Management Coach!
Mindshare | Best in Show(s): Event Success from a2z
Speaker: Chris Garner, CEM – Director of Sales, a2z
Personify

Learn how leading show organizers and associations have found success leveraging event technology to increase event revenue, grow event attendance and improve the experience for event planners, attendees and exhibitors alike.
Improving Membership Value with Artificial Intelligence
Speaker: Susan Mulvany
WorldPay
CAE Credit

Associations and member-focused organizations can benefit from the power of ground-breaking new AI innovations in payments. Whether it’s about increasing acceptance, reducing fraud or improving the overall member experience, AI can have the ability to process, understand and operationalize huge amounts of data to help improve efficiencies and decision-making and the truth is that AI isn’t some far-off technology anymore; it’s here, for organizations of all sizes.
Young Members 2.0: Up Close & Personal with Personify’s Benchmark Report
Speaker: Amanda Myers, Director – Growth
Personify

Many of yesterday’s young members, the Millennials, have grown in their careers while older members of Generation Z, born between 1997 and 2012, are coming into adulthood. Combined, the two are expected to constitute a fifth of the US workforce by 2021. What does this mean for associations and nonprofits? In this session, we’ll explore Personify’s new benchmarking study, Young Members 2.0, revisiting our understanding of Millennials and exploring, for the first time, Generation Z to create a clearer picture of young member preferences specific to acquisition, engagement and retention. Attendees will leave with data to inform decisions and practical tips and techniques that can be quickly applied for immediate results.
MindShare | One Mission: Leverage Your Events to Maximize Membership

Hear real world examples of associations and nonprofits that have built a mutually beneficial relationship between events and membership teams to increase both event attendance and constituent counts.

↑ Back to Top

 

Reporting & Data Quality

Turn Data into Donors: 3 Steps for Growth
Speaker: Jason Jensen, Owner
The Digital Nonprofit
CAE Credit

Nonprofits are facing a choice: Drown in a sea of statistics, or embrace their data and gain a powerful engine of consistent, measurable growth. To learn how, join our session with Jason Jensen, data-driven marketing evangelist and nonprofit consultant. Jason will show you the tried-and-tested process used by Google, Toyota, and Silicon Valley start-ups to transform cryptic analytics data into actionable insights. Even if you’ve never measured a single campaign, you’ll be able to implement this strategy to grow your nonprofit, month over month over month.
Mindshare | Becoming Data Wizards to Expand Your Events
Speakers: Bill McGlade, VP of Account Management & Asish Jain, Sr. Director of Strategic Business Development
Personify
CAE Credit CEM Credit

Imagine having the ability to analyze the behavior of your exhibitors to truly understand the current trends in your event’s industry and transform your event based on those trends. So many possibilities open up when you begin to mine the data you already have with you. We’ll start by focusing on how to analyze the exhibitor details you already collect, like regional location, categories, booth area, etc. We’ll explain how to harness the power of this data to help grow your show by engaging new exhibitors and improving retention rates. Then we’ll cover new, multi-dimensional data sets available with advanced technologies and platforms. We’ll help you take the fear out of data and start you on a path toward data wizardry. We’ll share the best practices we’ve learned through two decades of supporting show organizers and helping them grow their events year over year.
MindShare – Data Strategies: Increase Event Revenue and Retention
Ryan Brown, VP Sales and Event Services
National Trade Production
CAE Credit CEM Credit

In the age of data and fake information, it can be difficult to refer to research and information that is reliable. Learn what and how to use CEIR tools to make better more data-driven decisions to increase event revenue, attract new attendees and retain existing customers to further your event. Upon the utilization of these tools, dig deeper into the behavior of your event to help create a healthy, sustainable core in which you can grow organically through your verticals.
Enhancing the Member Experience Through Data Driven Insights
Speaker: Maneesha Manges, Director
HighRoad Solution
CAE Credit

Numbers tell us what we should do. Marketing and Membership teams are truly taking that philosophy to heart in the campaigns and programs they’re now developing. While retention strategies have traditionally focused on engagement strictly through content consumption and interactions, today’s digitally savvy association marketers are using all the tools and channels at their disposal to create a memorable experience as a member moves through a life cycle of on-boarding, engagement and renewal. Hear from organizations such as the American Pharmacists Association, the American Association of Individual Investors and the National Association of Secondary School Principals as they discuss how they’ve approached enhancing their respective member experiences by leveraging various types of data to drive conversions that culminate in membership renewals.
Jumpstart Your Data Analytics Journey Through Culture, Process and Technology
Julie Sciullo, CEO
Association Analytics
CAE Credit

Would you like to begin your data analytics journey? Do you want to understand how it will benefit you, your association and your members? Honestly evaluate your association’s current analytics maturity using a scorecard for the key areas of culture, data, technology and process. Business thought leader Stephen Covey was known for saying, “Begin with the end in mind.” Yet how many of our organizations follow this advice when approaching business intelligence and analytics? If we don’t understand where we want to go, how are we ever going to get there? If you have been trying to bring your systems together to create a “single version of the truth” and if your association wants to embrace a culture of analytics, we’ll show you how to create the strategy and the roadmap to get you there.
Capturing Engagement, Showing Results: Community, Reporting and Data Collection
Speaker: Arlae Castellanos, Acting Exec. Director & Sustainability Program Manager
Green Schools Alliance
Dollars & Sense: Accounting Tips and Tricks Roundtable 
CPE Credit

Always a PersoniFest favorite for Accounting and Finance gurus – The Accounting Tips & Tricks Roundtable will bring together Personify clients and staff to share the latest and greatest tips, tricks and hacks to improve efficiencies and streamline operations using Personify360. Come prepared with questions and any advice of your own to share!
Maximum Returns: Next-Level Financial Reporting
Speaker: Nick Powell, Director of IT
American Association of Individual Investors
CPE Credit

So many reports, so little time… We’re here to help! Join Personify client AAII and others to discover: – How they leverage data exposed in the financial universe. – Extended analysis of base reports and Webi’s via Data Analyzer. – How to prepare for an audit
Healthy Habits: Credit Card Processing and Payments
Speaker: Sharon Clarke, Managing Business Solution Architect
Personify
CPE Credit
Transform Your Accounting Operations with Lockbox 
Speakers: Mark Lamont, Director – Customer Care & Minna Cavanaugh, Accounts Receivable Manager
National Association of Secondary School Principals
CPE Credit

The National Association of Secondary School Principals completely transformed their accounting operations with a Lockbox upload process within Personify360, eliminating the need for manual input and maximizing staff resources. Learn more about how different types of organizations benefit from similar integrations and stick around for a quick training session on how to get started with Lockbox.
Ten Things You MUST Do To Improve Data Management at Your Organization
Speaker: Wes Trochlil, President
Effective Database Management, LLC
CAE Credit

Everyone knows that an association’s data is its greatest resource. Yet many associations, regardless of size, struggle with effectively managing their data. In this session, Wes will outline the ten most important rules for managing your organization’s database. You’ll get ten tips that you can immediately apply to managing data in your organization.
Using Data to Prove Membership ROI
Speaker: Jon Aleckson, CEO & Adjunct Professor
Web Courseworks, Ltd
CAE Credit

Show your members what they are getting for their association membership with an ROI Dashboard. Learn how several associations combined data from their AMS, eCommerce, Learning Management System, business intelligence and other platforms to provide members with a Return on Investment Dashboard, and enhance your understanding of data analytics.
Let’s Get Personal!
Speaker: Frank Klassen, CEO
Brightfind

Personify360 allows you to store massive amounts of data about your constituents. Find out how the Society of Hospital Management is leveraging such data to provide its web visitors with personalized digital experiences, which has led to increased engagement and transactions. Learn different ways to personalize (rule-based, AI, implicit, explicit), how GDPR may actually help with personalization, and how to avoid seeming like big brother on the Web! Plus, discover how improved tracking of your e-commerce transactions can give you insight into the effectiveness of targeted campaigns.

↑ Back to Top

 

Training

Member Self-Service on the Web
Streamlining Operations: Admin How-To
Introduction to Data Analyzer
Advanced Data Analyzer
Lifecycle of a Membership
Globalization Features: Preparing Personify360 for an International Business Model
Speaker: Stacy Trammell, Product Owner
Personify

Personify360 v7.7 came with some great features to enhance the global readiness of the application, including Pricing by World Bank locations and an eBusiness configuration file. Learn how these features, in conjunction with existing functionality, can prepare an organization to break into an emerging international business model.
Web Designer: Tailoring PersonifyGO to Your Organization’s Needs
Speakers: Kevin Bragers, Web Designer & Garret Giorno, Product Owner
Personify

The PersonifyGO Web Designer, currently in Beta release, is an industry-first SaaS enabled extensibility tool that allows PersonifyGO to be easily enhanced to suit an organization’s needs. In this training session you’ll see how easy it is to move fields around, create new screens, and add customizations. All within an intuitive, easy to use interface – and absolutely no coding! This is not a technical training; all personas are encouraged to attend!
Community: What’s New
Speaker: Jonathan Damrich, Product Owner – Community
Personify
Health & Wellness Bootcamp
Speaker: Sharon Clarke, Managing Business Solution Architect
Personify
Personify360: Underused Meetings Features
PersonifyGO: Latest and Greatest
Speaker: Stacy Trammell, Product Owner
Personify

Did you hear? PersonifyGO is all SaaS! During this session take a look at the new features recently released and coming in the next SaaS delivery. Personalized dashboards, a drag and drop Scheduler for Meeting Sessions, quick lookups, and more!
An Introduction to Wild Apricot Chapter Management
Speaker: Mark Faccia, Customer Success Manager, Wild Apricot
Personify

Curious about Wild Apricot? Want to give your chapter administrators better control over their communities? Join us for a demonstrative Q&A where we explore everything Wild Apricot’s all-in-one membership management solution offers for local chapters.
How to Simplify Your Finances with Wild Apricot Payments
Speaker: Mark Faccia, Customer Success Manager, Wild Apricot
Personify

Learn how you can save time with Wild Apricot’s built-in online payment processor. Join Coach Mark to find out how Wild Apricot Payments can reduce your financial administrative work, and how to get started in a few easy steps.
Training: Personify360 v7.7
Speaker: John Rosa, Principal Business Solution Architect
Personify

Don’t miss an opportunity to learn from one of our most experienced Business Solution Architects! Find out how to take advantage of our most feature-rich release in years, designed to make your job easier and improve the constituent experience. You will learn how to configure payment schedules for memberships sold on the web, how to configure your member join to allow members to self select their own chapters, how to populate a purchasing group from a list, plus much more!
Volunteer Events with Community
Speaker: Jonathan Damrich, Product Owner, Community
Personify

Learn how Community can help you attract and retain more volunteers with features like event registration, hour tracking and more.
Customizing User Experiences in Community
Speaker: Jonathan Damrich, Product Owner, Community
Personify

Learn the ins and outs of customizing content to match your members’ interests.
a2z Boot Camp: Business Intelligence & Reporting
Speaker: Joy Wingert, Education Manager, a2z
Personify

Learn how to move out of our classic reporting, and into the new Business Intelligence and Reporting Engine. Have you always wanted reports emailed to you, your team, or a vendor/partner automatically? Wanted to see booth sales in the last seven days? Visualize your sales across multiple years or events? We will create reports like these that you can use immediately, so bring your laptops! As a bonus attendees will be some of the first to see our new Reporting Cookbook: Real Recipes from Real Events!
Training: Personify360: Underused Marketing Functionality
Speaker: Susannah Mechem, Director, Business Solutions
Personify

The Personify360 Marketing module is full of rich features that are often overlooked. This training will review common underutilized features, including how prospect records can be uploaded and how lists can be created. You will also learn about a new feature in Personify360 7.7 that allows you to automatically populate a purchasing group from a list.
Training: Engagement Scoring in Personify360
Speaker: Sam Halferty, Principal Business Solution Architect
Personify

Are you an organization that talks about wanting to calculate and track constituent engagement but hasn’t quite figured out how to achieve it? You won’t want to miss this training session on how Personify360 supports the tracking of engagement scores. Whether they are engaging as a Member, Donor, Committee Member, or just an attendee, Personify can calculate and display a constituent’s overall engagement with your organization. Join Personify BSA Sam Halferty to walk through how to calculate and track engagement scores.

↑ Back to Top

 

Developer Day

Wednesday, April 10th from 9:45 AM – 4:30 PM
Additional Cost of Developer Day Training: $199

The Personify platform powers your organization’s mission. A deep understanding of our underlying technology, architecture and strategic platform direction is crucial to your ability to drive forward that mission. Focused on technical demos, best practices and deep discussions from multiple experts, our Developer Day provides Personify developers, system architects, IT leaders and power users access to practical knowledge, use cases, and real-world techniques. With the support of the Personify team, Developer Day will increase your technical know-how, connect you with other Personify developers and let you collaborate with our team—and each other. 

A high-impact way to close out your PersoniFest experience, our 2019 Developer Day agenda will explore topics including: 

  • An exclusive preview of the 2019 Personify Platform and Technology direction 
  • The all-new Novus APIs – our RESTful architecture of logical entities and query services 
  • A technical deep-dive into the PersonifyGO Web Designer  
  • A preview of SSO 2.0 – a Novus modernization initiative 
  • Opportunities to streamline and optimize integrations using Personify’s simple but powerful Hub Integration Platform as a Service (iPaaS) 
  • A behind-the-scenes look at our new PersonifyGO SaaS deployment model 

To sign up, please add this to your cart during the registration process. If you have already registered, you may edit your registration or email us at info@personifycorp.com for questions. 

Register Today!

↑ Back to Top