AGENDA
1:1 Meetings
Content Sessions
Break
TUESDAY, NOVEMBER 2ND
11:00AM - 12:30PM EST
CEO Address & Roadmap
Speakers: Natalie Cheney & Ryan Costello
12:30PM - 1:30PM EST
LUNCH BREAK
1:30PM - 4:30PM EST
Mastering The All New Report Studio
Speaker: Payton Phelps
Reporting is critical for your organization - hence why at MemberSuite we continue to invest in improving our reporting solutions. This year we are excited to use this training (included in the Full Access Pass) to help both beginners and super users master all the great new functionality of Report Studio, including the Report Center, Self-Service and Dashboards.
1:1 Meetings
Content Sessions
Break
WEDNESDAY, NOVEMBER 3RD
9:00AM - 11:00AM EST
Meeting Lounge (One-On-One Meetings)
Do you have any specific MemberSuite questions? During this time the virtual Meeting Lounge is open for you to have office hours with a product expert. Click here (link coming soon) to book in advance a one-on-one Zoom meeting now.
11:00AM - 12:00PM EST
You Need to Update Your Membership Engagement Strategy. The Pandemic Said So.
Speakers: Ryan Costello (MemberSuite), Greg Melia (CXPA), James Baty (Tilt-Up), Alisha Wenc (C200)
Members expect a return on their membership dues. They join your association with hopes of developing new skills and knowledge, advancing in their career, developing new relationships, and increasing their company’s bottom line. But this transformation won’t happen unless they take action—attend events or programs, read, learn, connect, volunteer, contribute, or lead. They seek engagement that serves their unique needs and interests—and their schedule and budget. This panel will expose the top expectations of prospective members, changing ways in which members are engaging with associations, and emerging trends in engagement.
12:00PM - 1:00PM EST
Lunch & Learn Sponsored by Priority I.S. - Optimizing Card Acceptance with Level II and III Transactions
Join Priority I.S. as they present the savings and benefits of accepting corporate and purchasing cards at Level II and III interchange rates through the MemberSuite platform.
1:00PM - 1:45PM EST
The ABCs of APIs
Speaker: James Lee
In today’s world, information travels at the speed of light and it's hard to keep up. Don’t get left behind. Join this session to understand concepts like Open API, data syncs and Single Sign-On (SSO) and how they all work together to save staff time, improve the member user experience, and connect multiple platforms to the AMS to have a single system of record.
1:45PM - 2:00PM EST
15-MINUTE BREAK
2:00PM - 2:45PM EST
Top New MemberSuite Features of 2021
Speaker: Steven Daniel
Your AMS is a critical component of your association because it streamlines your processes and helps you engage your membership. Join us as we walk you through all the exciting new top product features released in 2021 that will continue to drive value for your constituents.
2:45PM - 3:00PM EST
15-MINUTE BREAK
3:00PM - 3:45PM EST
How to Avoid Financial Faux Pas
Speaker: Marny Klump
Let's dive into Financial best practices! In this session we will explore some of the top Financial topics and how best to navigate them. We will discuss:
- Best practices for posting batches and closing fiscal periods and their significance to reporting
- The differences between credits and credit memos
- How to cancel and void orders
- When to use a pro-forma or real invoice
- Tips for managing your financials efficiently and effectively
3:45PM - 4:00PM EST
15-Minute Break
4:00PM - 4:30PM EST
Slice and Dice Your Member Retention Data for Real Insights
Speaker: Association Analytics
Member retention is top of mind for every association professional. But are you truly leveraging it to gain real insights and take action? Retention rates aren’t one dimensional. Many factors are important to consider like tenure, type of membership, demographics, how the member was acquired, how the member is engaging with your association, and more. During this session, you’ll learn how to slice and dice your data from all your platforms to get a 360-degree view of your members, as well as ways to use your new-found insights to make strategic decisions that lead to increased renewals.
4:00PM - 5:30PM EST
Meeting Lounge (One-On-One Meetings)
Do you have any specific MemberSuite questions? During this time the virtual Meeting Lounge is open for you to have office hours with a product expert. Click here (link coming soon) to book in advance a one-on-one Zoom meeting now.
1:1 Meetings
Content Sessions
Break
THURSDAY, NOVEMBER 4TH
9:00AM -11:00AM EST
Meeting Lounge (One-On-One Meetings)
Do you have any specific MemberSuite questions? During this time the virtual Meeting Lounge is open for you to have office hours with a product expert. Click here (link coming soon) to book in advance a one-on-one Zoom meeting now.
11:00AM - 12:00PM EST
MemberSuite Hidden Gems You Need To Be Using
Speaker: Justin Myler
Every day our Implementation Consultants use shortcuts to save time as they navigate the MemberSuite Console and our PSO Implementation Manager is here to share their top secrets. In this session you will uncover some of the more useful, but often overlooked features to make you and your staff's MemberSuite experience better and more efficient.
12:00PM - 1:00PM EST
Lunch & Learn Sponsored by Clover Connect - How Integrated Payments Can Benefit Your Non-Profit
Join Emma Talley at Clover Connect to learn more about How Integrated Payments Can Benefit Your Non-Profit! In this session, we will cover who Clover Connect is and how an Integrated Platform, Payment Security, Rate Savings, and PCI Compliance can benefit your business.
1:00PM - 1:45PM EST
Leveraging “Small Data” to Improve Retention and Grow Non-Dues Revenue
Speaker: Alan Moss & Brian Birch (SIMA)
While the resources to leverage the power of “big data” are not always available, member-based organizations still have access to data that can be used to improve their understanding of constituent preferences and interests. Learn how the Snow & Ice Management Association (SIMA) is leveraging MemberSuite and the power of “small data” to boost retention, increase engagement and grow non-dues revenues.
1:45PM - 2:00PM EST
15-MINUTE BREAK
2:00PM - 2:45PM EST
Mobile Responsive Portal: Top 15 Tips and Tricks
Speaker: Salvador Cervantes
Ready to make your experience using MemberSuite's Mobile Responsive Portal (MRP) a breeze? In this session, our Support Manager will be sharing his 15 top tips and tricks to help you configure the look and feel of MRP to match your brand, reduce manual work to save time, and learn best practices to master the portal.
2:45PM - 3:00PM EST
15-MINUTE BREAK
3:00PM - 3:45PM EST
Getting the Most Value Out of Your Event Data
Speakers: Chad Walker
The Events module is one of MemberSuite's most valuable solutions. We know you use it, but are you getting the most out of it? In this session we will start by walking you through best practices when creating and setting up events. We will then review valuable and underutilized features that you could be missing out on, as well as helpful tips and tricks for pre and post event management to analyze event performance and make strategic decisions.
4:00PM -5:30PM EST
Meeting Lounge (One-On-One Meetings)
Do you have any specific MemberSuite questions? During this time the virtual Meeting Lounge is open for you to have office hours with a product expert. Click here (link coming soon) to book in advance a one-on-one Zoom meeting now.