AGENDA
1:1 Meetings
Content Sessions
Registration, Break, Networking
MONDAY, SEPTEMBER 28TH
9:00AM - 5:00PM EST
Office Hours (One-On-One Meetings) @ Go To > Engage > Business Lounge
1:00PM - 5:00PM EST
Check-In @ Desk by Entrance
2:00PM - 4:00PM EST
Customer Advisory Board (CAB) Meeting @ Go To > Engage > Boardroom
1:1 Meetings
Content Sessions
Break, Networking
TUESDAY, SEPTEMBER 29TH
9:00AM - 5:00PM EST
Office Hours (One-On-One Meetings) @ Go To > Engage > Business Lounge
10:30AM - 12:00PM EST
Beginner Bootcamp
Speaker: Chad Walker
Room: Go To > Training Halls
Join us for a Beginner Bootcamp taught by our MemberSuite experts and master the system basics. This pre-conference six-hour training and is available for $400 per person. Topics we are planning on covering, but are subject to change, include: MemberSuite Console, CRM, Membership, Billing, Events, and Reporting.
Advanced User Training
Speaker: Justin Myler
Room: Go To > Training Halls
Join us for a day of Advanced User Training taught by our MemberSuite experts and take your system knowledge to the next level. This pre-conference six-hour training and is available for $400 per person. Topics we are planning on covering, but are subject to change, include: Events, Membership, CRM and Portal Settings.
12:00PM - 12:30PM EST
Stretch & Grab a Snack
12:30PM - 2:00PM EST
Beginner Bootcamp - Cont.
Speaker: Chad Walker
Room: Go To > Training Halls
Advanced User Training - Cont.
Speaker: Justin Myler
Room: Go To > Training Halls
2:00PM - 2:15PM EST
Break
2:15PM - 3:45PM EST
Beginner Bootcamp - Cont.
Speaker: Chad Walker
Room: Go To > Training Halls
Advanced User Training - Cont.
Speaker: Justin Myler
Room: Go To > Training Halls
3:45PM - 4:15PM EST
Stretch & Grab a Snack
4:15PM - 5:45PM EST
Beginner Bootcamp - Cont.
Speaker: Chad Walker
Room: Go To > Training Halls
Advanced User Training - Cont.
Speaker: Justin Myler
Room: Go To > Training Halls
5:45PM - 7:00PM EST
Welcome Happy Hour @ Trivia Hall
1:1 Meetings
Content Sessions
Exhibit Hours, Break, Networking
WEDNESDAY, SEPTEMBER 30TH
10:30AM - 11:00AM EST
CEO Address
Speaker: Natalie Cheney
Room: Go To > Engage > Peach Auditorium
11:00AM - 11:45AM EST
Product Update
Speaker: Nate Mansfield
Room: Go To > Engage > Peach Auditorium
11:45PM - 12:00PM EST
Guided Meditation @ Go To > Engage > Beach Stage
12:00PM - 1:00PM EST
Report Studio: What, When & How
Speaker: Roger Kao
Room: Go To > Engage > Peach Auditorium
Join us as we look at the what, when, and how of the different tools that make up Report Studio. The session will cover best practices to leverage Standard Reports and Dashboards to learn how to benefit from them and apply them into your day-to-day to make your staff more efficient. We'll also be going through best practices on building reports in Self-Service.
12:00PM - 12:45PM EST
MemberSuite Tips & Tricks to Arm Your Marketing Team
Speakers: Shaun Holloway, ACUHO-I and Louisa Kwasigroch, CLIR
Room: Go To > Engage > Orange Auditorium
Join a team of seasoned MemberSuite users as they share examples of the best integrations, apps and tips and tricks to help improve your marketing efforts. Please come to the session prepared to ask questions and share your own ideas with the group.
Unlocking the Power of Special Pricing
Speaker: Howard Tang
Room: Go To > Engage > Cherry Auditorium
Want to reward long time members? Check. Show products to certain users? Check. Come join us as this interactive session will help you create flexible pricing for products in MemberSuite.
12:45PM - 2:15PM EST
Exhibit & User Break @ Go To > Engage > Expo Hall
2:15PM - 3:00PM EST
Product Showcase: The Echo
Speaker: Ryan Costello
Room: Go To > Engage > Peach Auditorium
This session is an interactive, live demo of The Echo, MemberSuite’s virtual event solution. We’ll explore different event use cases for associations including annual conferences and member meetups as well as discuss how other event engagement technologies (registration, texting, attendee apps) layer in as important tools to maximize engagement.
Behind the Numbers - Financials 101
Speaker: Jane Nassiri
Room: Go To > Engage > Orange Auditorium
Join us as we explore the mystery behind the numbers. Learn the difference between cancelling and voiding orders, pro-forma vs. real invoice, how to refund customers, adjust invoices and many more helpful solutions for managing your financial needs.
Harnessing the Power of APIs to Save Time & Money
Speaker: Paul Thomas and James Lee
Room: Go To > Engage > Cherry Auditorium
What is an API and why is knowing this so important? In this session we will provide an overview of MemberSuite's open API, take a look at some of the common types of integrations, and show you how to use the API to improve efficiencies.
3:00PM - 4:00PM EST
Keynote: How to Get Members to Scream Your Value - COVID Edition
Room: Go To > Engage > Peach Auditorium
Tom Morrison
COVID-19 has disrupted every industry including associations. It has impacted retention, revenue and recruitment in ways never dreamed of causing many associations to rethink, reshape and revitalize their value propositions. Association CEO, Tom Morrison, will unpack what he calls Future 4.0 Thinking to turn the external forces now challenging associations into opportunities. In this session, you will learn the 10 keys to maximizing value and engagement and transforming your association into the digital age.
4:00PM - 4:15PM EST
Break
4:15PM - 5:00PM EST
20 Support Tips in 40 Minutes
Speakers: Howard Tang, Mike Le, Jaleesa Gregory, and Gabrielle Williams
Room: Go To > Engage > Peach Auditorium
Learn from the vast experience of the MemberSuite Support team with 20 tips coming at rapid speed to help you learn more about topics ranging from setups to searches. Beginner to intermediate users will gain the most from this session.
Leveraging the Mobile Responsive Portal to Boost Engagement
Speaker: Albert Pak
Room: Go To > Engage > Orange Auditorium
No member portal is effective if it's not being utilized. Join us as we provide best practices and experiences to configure your mobile responsive portal so that it can be used as a tool for increased engagement.
5:00PM - 5:10PM EST
Break
5:10PM - 5:45PM EST
Take Advantage of B2B Interchange Rates: Capturing Level II and III Data for a Considerable Savings in Merchant Processing
Speaker(s): Nick Danko, Priority I.S.
Room: Go To > Engage > Peach Auditorium
Now with Level II and III processing for corporate cards, Priority I.S. has helped MemberSuite merchants take advantage of much lower interchange rates for considerably lower fees on merchant processing. Join Priority I.S. as they present the savings and benefits of accepting Level II and III transactions.
1:1 Meetings
Content Sessions
Exhibit Hours, Break, Networking
THURSDAY, OCTOBER 1ST
10:30AM -11:15AM EST
Coffee Talk: Why Is Month-End Close So Painful?
Moderator: Adam Abubakr
Room: Go To > Engage > Training Hall 1
The month-end close process is an important part of producing timely and accurate financial statements. Let’s look at why the financial close is so cumbersome for accountants and discuss ways to make the process less daunting.
10:30AM -11:15AM EST
Coffee Talk: Show Me The Money!
Moderator: Jane Nassiri
Room: Go To > Engage > Training Hall 2
Sponsorships are a crucial part of monetizing events, but what happens when you go virtual? Join us to discuss ways your association can leverage their virtual event to improve that botton line.
11:15AM - 12:15PM EST
Keynote: The 2020 Event Playbook for Associations
Room: Go To > Engage > Peach Auditorium
Ryan Costello
A tactical session on the mechanics behind executing highly successful events for your association in 2020, which means navigating the challenges presented with COVID-19. We’ll discuss attendee, sponsor and exhibitor expectations in these challenging times. We’ll explore the pros/cons of various technologies and strategies required to produce effective fully virtual and hybrid events and share case studies from associations who have pivoted their events strategy and increased revenue.
12:15PM - 1:45PM EST
Exhibit & User Break @ Go To > Engage > Expo Hall
1:45PM - 2:30PM EST
Making Your Non-Dues Revenue Efforts More Productive, Effective and Fun!
Speaker: Charles Popper, The Wyman Company
Room: Go To > Engage > Peach Auditorium
Association professionals in charge of selling and managing non-dues revenue opportunities often have limited sales experience and it’s usually not the favorite hat of the many that are worn in this industry. This session is geared toward association professionals who need to fine tune their sales approach. At the end of this session you will be able to sell better by helping you craft, tell and act on the unique value proposition your association has to offer.
How to Make Billing a Breeze
Speaker: Howard Tang
Room: Go To > Engage > Orange Auditorium
Learn how to harness the power of Billing Runs to invoice your members in minutes. This session will help you understand the core concepts on terminology in MemberSuite and how to execute a Billing Run that targets specific modules so that you can save time.
2:30PM - 2:45PM EST
Break
2:45PM - 3:30PM EST
Maintaining Event Revenue in a Virtual World
Speaker: Candice Bakke
Room: Go To > Engage > Peach Auditorium
Virtual does not mean free, your content and association still has value in the virtual world! Come and learn how to open your association up to a new audience and create additional revenue streams with your sponsors. Learn how to show ROI on your events for your board and sponsors.
10 Ways to Use Your CRM as an Engagement Tool
Speaker: Salvador Cervantes
Room: Go To > Engage > Orange Auditorium
Learn how to use the heart of MemberSuite to engage with your constituents by using Relationships, Prospects and other tools you might not know you had.
3:30PM - 5:00PM EST
Customer Appreciation Closing @ Go To > Engage > Beach Stage
1:1 Meetings
Content Sessions
Food, Break, Networking
FRIDAY, OCTOBER 2ND
9:00AM - 3:00PM EST
Office Hours (One-On-One Meetings) @ Go To > Engage > Business Lounge