5th AnnuAl user ConferenCe 1


Welcome to sizzler 2011

Get reAdy to heAt up your online strAteGy!

A Note from Tom | p. 2

Track Descriptions | p. 3

Types of Sessions | p. 3

Schedule-at-a-Glance | p. 4

Conference Room Maps | p. 9

Session Descriptions | p. 10

Sponsors | p. 23

Social Events | p. 25

We’re wearing silver nametags. If you have any questions, iModules team members are staffing the Information Desk in the Century Foyer on the Ballroom level during the daytime hours of the conference.

looking for

iModules staff?

imodules.com | 913.888.0772

Check out the sizzler mobile site!imodules.com/sizzlermobile go44

5th AnnuAl user ConferenCe 5th AnnuAl user ConferenCe4 5

General Users Track The General Users Track covers the use of core Encompass features, including email marketing, events, membership management, online giving, and social networking. This track is for users who are familiar with the tools of Encompass but are still learning how to master each area of the software. From these sessions, you will receive immediate takeaways that you can implement as soon as you get back to the office. Advanced Users Track The Advanced Users Track is aimed at users who have had their sites launched for at least a year, comfortably use the various features of Encompass, and are ready to take a deeper dive into the strategy of using the tool. Similar to the General Users Track, this track also covers the core Encompass features.

Technology and Data Track The Technology and Data Track is for Encompass users who deal more with the data and technological aspects of the software. Sessions will include information about data management, reporting, the iModules road map, and more. Training Track The Training Track offers Encompass users hands-on training covering the core features of the product.

New this year, we are offering different tracks to ensure you get the best return on investment from your 2011 Sizzler attendance.

10 for 10 Presentations Each client will speak for ten minutes on various topics, giving you ten fast, great ideas to take back to your organization. Client Presentations Hearing from other iModules clients can play a large role in helping you determine the best ways to use Encompass for the results you want. Attend these sessions to learn best practices and gain excellent ideas from organizations that are experiencing the greatest successes. iModules Presentations During these presentations given by various iModules staff members, you will gain strategic insight and training on various aspects of Encompass, so you can maximize your results. Idea Exchanges Idea Exchanges are opportunities for attendees to come together and discuss strategies, successes, and best practices. Each Idea Exchange focuses on a specific topic. An iModules moderator facilitates the session by asking questions to encourage discussion. Feedback Sessions Attendees have the opportunity to voice requests for enhancements and new features they’d like to see in Encompass. This is one way you can help lead the direction of iModules and ensure that you are receiving the kinds of products and services that fit your needs.

NEW THIS YEAR! Panels Created as question-and-answer sessions, panels provide open discussion between attendees and other clients who are subject-matter experts. In these sessions, panel members will speak briefly about their strategies and then will answer questions from the audience. Training Training sessions provide an in-depth look at the various functionalities of Encompass. With the exception of Identity Checkpoint training, all training sessions are two hours long with a 20-minute break in the middle. The Idea Lounge The Idea Lounge is open every day of the conference. It offers attendees one-on-one consulting with iModules staff. Assistance from trainers, application support, and account managers is available; attendees need to bring a laptop if they want to access their sites. NEW THIS YEAR! Technology Showcase The Technology Showcase is open every day of the conference. It offers attendees one-on-one time with the iModules product development team members to discuss upcoming feature enhancements and review improvements to the design of the Encompass user interface. The Technology Showcase allows attendees to provide individual feedback on future changes planned for Encompass.

types of sessions

trACk desCriptions

Welcome to Kansas City and our fifth annual Sizzler User Conference. Please accept my warmest greeting to all new and returning Sizzler attendees. I hope you’ve had a successful year and will have a rewarding experience at this year’s conference. We have a full agenda over the next three days, so please take a few minutes to read through the information in this program. It includes conference session descriptions, schedules, and other important details. This year’s conference provides more learning, networking, and sharing opportunities than ever for Encompass users. Using your feedback, we created sessions to fit every attendee’s needs through track-based session programming. With more than 60 sessions, Sizzler provides you with an excellent opportunity to gain valuable ideas to increase your online engagement with constituents. While you’re here, you’ll have the opportunity to meet other clients and become more familiar with your resources at iModules. We’re excited to share this time with you during the next few days in Kansas City. Thank you for joining us for Sizzler 2011. If we can do anything to make your conference experience more enjoyable, please let us know. Now get ready to scorch at Sizzler! Sincerely,

Tom DeBacco, iModules CEO

A note froM toM


Century foyer

Century C Century AAdvanced track

libertyGeneral track

Century btechnology and data track

pershinG southtraining track

pershinG eAst pershinG West

7:30 - 8:30 a.m. breakfast

8:30 - 9:20 a.m.

Commitment to Quality keynote With tom debacco, iModules Ceo

9:20 - 9:40 a.m. Break

9:40 - 10:40 a.m. 10 for 10

10:40 - 11:00 a.m. Break

11:00 a.m. - 12:00 p.m. idea lounge

Managing your Members: An integrated Approach to Marketing your Association East Carolina University Alumni Association

A donor-Centric Approach to executing an online Giving strategy The Catholic University of America

technology year in review iModules

identity Checkpoint training iModules

high school idea exchange

12:00 - 1:20 p.m. lunch

1:20 - 2:20 p.m. idea lounge

leveraging your online presence in a $1 billion fundraising Campaign Rutgers University Foundation and Rutgers University Alumni Association

stress-free segmentation: how to delegate Website Management Without Worry United States Coast Guard Academy

product roadmap iModules

forms training iModules

email Marketing idea exchange

2:20 - 2:40 p.m. Break

2:40 - 3:40 p.m. idea lounge not-so-101 events iModules

liven up (and lighten up!) your email Marketing Wilkes University

ready to exchange Gifts? the re Adapter is! iModules

forms training iModules

online Giving idea exchange

3:40 - 4:00 p.m. Break

4:00 - 5:00 p.m. idea lounge integrate students into your online Community Bucknell University

bring form(s) to reunion Chaos Colgate University

sealed Communities: how Can they benefit your institution? iModules

identity Checkpoint training iModules

power user idea exchange feedback session

looking to freshen up your website?

Keep your website fresh and your constituents engaged with a site redesign.

Get great ideas on design from James and Craig in the Idea Lounge.

tuesdAy, July 19 | SCHEDULE-AT-A-GLANCE


Centuryfoyer


libertyGeneral track

Century btechnology and data track

pershinG southtraining track

shAWnee Mission pershinG eAst

7:30 - 8:30 a.m. breakfast

8:30 - 9:20 a.m.

Mission Competition: succeeding in a World of Choice Dave Lawson

9:20 - 9:40 a.m. Break

9:40 - 10:40 a.m. idea lounge untangling the Webs We Weave Lake Forest College

Catch ‘em With Contests Rutgers University Alumni Association

reporting and Analytics iModules

email Marketing training

professional services panel

event Management idea exchange

10:40 - 11:00 a.m. Break

11:00 a.m. -12:00 p.m. idea lounge

becoming a networked Alumni Association University of Kentucky Alumni Association

professional networking iModules

sunGard integration With encompass iModules

email Marketing training

Google Analytics and Web traffic panel feedback session

12:00 - 1:20 p.m. lunch (Look for video crew!)

1:20 - 2:20 p.m. 10 for 10

2:20 - 2:40 p.m. Break

2:40 - 3:40 p.m. idea lounge Complex university. one solution. University of Kansas Alumni Association

Alumni Community site redesign Columbia College Chicago

events redesign iModules

Membership Management training online Giving panel social Media idea

exchange

3:40 - 4:00 p.m. Break

4:00 - 5:00 p.m. idea lounge Website strategy session: Maximize your Creativity iModules

Get ‘em While you Got ‘em: bridging the Gap between student and Alum Hartwick College

bigger, faster, stronger: take your data to the next level iModules

Membership Management training social Media panel feedback session

Want to share your sizzler story? We will be conducting interviews about your experiences at Sizzler 2011 on Wednesday, July 20th during lunch. Look for Sabrina Goldman, Betty Kaspar, and Hilary Wright with the camera crew to share your thoughts.

Join your peers tonight at union station

from 6 – 9:00 p.m. for A taste of kansas City dinner!

WednesdAy, July 20 | SCHEDULE-AT-A-GLANCE


ConferenCe rooM MAps

Have Fun in

Kansas City

The Westin Crown Center is connected to Crown Center, which is often called a city within in a city. With three levels of shopping and dining, there are many attractions within walking distance. A guide to Crown Center is included in your registration packet. In addition, Crown Center is a short cab ride from the Country Club Plaza and the Power and Light District. For information about Kansas City attractions including museums, visit www.visitkc.com. The Pitch also has a great calendar featuring events and free live music. Just go to www.pitch.com/calendar.

looking for something to do tuesday night —

your free niGht?

thursdAy, July 21 | SCHEDULE-AT-A-GLANCECenturyfoyer


Century bGeneraltrack

pershinG eAsttechnology and data track

pershinG Westtraining track

7:30 -8:30 a.m. breakfast

8:30 -9:00 a.m.

Closing With tom debacco, iModules Ceo

9:00 -9:20 a.m. Break

9:20 -10:20 a.m.

idea lounge

not-so-101 events iModules

Content Management: Maximizing impact, relevancy, and user experience iModules

sealed Communities: how Can they benefit your institution? iModules

donations training

10:20 -10:40 a.m. Break

10:40 -11:40 a.m.

idea lounge

Website strategy session: Maximize your Creativity iModules

Membership 101 iModules

technology year in review iModules

donations training

Why is My nAMetAG this Color?The different colors can help you to identify your peers and spark conversation; most of you are wearing red nametags, but client presenters are wearing royal blue nametags, and guest presenters and sponsors are wearing green nametags.

stay connected!

Check out the Client Community.

Find out the latest iModules news,

best practices, and more at

clients.imodules.com.


10:40 – 11:00 a.m. break 11:00 a.m. – 12:00 p.m. idea lounge Century Foyer Receive one-on-one help from iModules staff. Bring your questions; if you want to be able to access your site during the session, bring your laptop.

Application Support: Kelly Schmiedeler and Josh Wicoff | Client Services: Fran Bieberly and Creighton Coover | Data: Jeff Rohr | Design: James Harrell and Craig Juneau | Implementation: Courtney Nichols | Professional Services: Michael Kincaid | Training: Chris Anderson Managing your Members: An integrated Approach to Marketing your Association Doug Smith, East Carolina University Alumni Association Advanced Track | Century A Discover how Doug Smith from East Carolina University Alumni Association runs an online membership management program to increase membership numbers. See various membership-join options and how they are promoted to alumni, including email communication, content management, and offline communication. In addition, discover what Doug has learned about utilizing the new functionality of the membership management module and get tips and tricks for implementing it at your institution. A donor-Centric Approach to executing an online Giving strategy David McMullen, The Catholic University of America; Danielle Dalton, iModules Software General Track | Liberty Many of us are using email to solicit and web content to provide online giving options for our donors. How can we strategically use these resources to raise the maximum number of dollars for our institutions? David will discuss what successes and challenges The Catholic University of America experiences in pursuit of fundraising goals, while developing a marketing plan to capitalize on everything iModules has to offer. Discover how Catholic has adopted the designation functionality as well as get an in-depth look at its end-of-the-year appeals. technology year in review (also offered Thursday, July 21 at 10:40 a.m.) Tom DeBacco and Todd Decker, iModules Software Technology and Data Track | Century B Take an in-depth look at the enhancements made since the last Sizzler User Conference. During this session, Tom and Todd will discuss the details of product developments aimed at enhancing how you manage and communicate with your constituents, along with the efforts aimed at improving the quality and usability of Encompass. identity Checkpoint training (also offered Tuesday, July 19 at 4:00 p.m.) Jeanette Maack, iModules Software Training Track | Pershing South Identity Checkpoint gives you more power to manage non-member records in your database moving forward. In this session, learn how to enable Identity Checkpoint and then manage collected data in the merge grid.

high school idea exchange Pershing West This session is for high school Encompass users to discuss best practices in using Encompass, including events, email marketing, donations, and content management. During this session, high school users will examine which efforts have worked and which haven’t, gain ideas from peers, and brainstorm new ideas. An iModules moderator will help generate discussion as needed.

tuesday, July 19 | Session Descriptions and Schedule | continued

7:30 – 8:30 a.m. breakfast Century C 8:30 – 9:20 a.m. Commitment to Quality keynote With tom debacco, iModules Ceo Century C 9:20 – 9:40 a.m. break 9:40 – 10:40 a.m. 10 for 10 Century C Hear the first half of the 10 for 10. Each client will speak for ten minutes on various topics, giving you ten fast, usable ideas to take back to your organization. Mashing up iModules Emily Hashimoto, Pratt Institute See Pratt Institute’s success using plugins and widgets to enhance iModules offerings, including a Meebo chat widget for instant technical support, a Twitter® feed widget, and a Facebook® Like box. niagaranation: 12 Cities, 9 days Jaclyn Rossi, Niagara University How many alumni can you impact during a nine-day road trip? Discover how Niagara University Alumni Relations pulled off NiagaraNation — a unique outreach program designed to connect with alumni. See how NU incorporated its iModules site, social media, email marketing, and another mini-site to cover 2,000 miles, while building stronger relationships with alumni. building a business directory Kristin Stetler, Bucknell University Everybody wants a way to market their business. Help your alumni showcase theirs for free! Build an online business directory in your community, and you’ll see alumni supporting each other and your institution. token-driven Content: how notre dame brings Giving to its Alumni Richard Kohler, University of Notre Dame This presentation will demonstrate how the Notre Dame Development Department brings a comprehensive giving history to alumni and donors. Richard will show how the tools in Encompass allowed UND to increase the amount of giving data provided to alumni and donors on a single page. The use of token data allowed UND to grow giving history from four fields of data to nearly 100 fields of data, providing donors a clear picture of their giving. Content that Connects: two Great ideas you Can start in a Week David Roloff, University of Missouri Alumni Association Looking for new ideas to engage users and make them more connected with your site? Learn how Mizzou developed, launched, and promoted two popular online programs using Encompass.

tuesdAy, July 19 Session Descriptions and Schedule

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Don’t forget to talk about your conference experiences

on Twitter with #Sizzler11 hashtag!


2:20 – 2:40 p.m. break 2:40 – 3:40 p.m. idea lounge Century Foyer Receive one-on-one help from iModules staff. Bring your questions; if you want to be able to access your site during the session, bring your laptop. Application Support: Kelly Schmiedeler and Josh Wicoff | Client Services: Travis Daugherty and Andrea Ganier | Data: Gary Overmoyer | Design: James Harrell and Craig Juneau | Implementation: Amy Horton | Professional Services: Jeff Nichols | Training: Chris Anderson not-so-101 events (also offered Thursday, July 21 at 9:20 a.m.) Sabrina Goldman, iModules Software Advanced Track | Century A Building complex events can be tough, but it doesn’t have to be! Join Solutions Consultant Sabrina Goldman as she guides you through some of the most intricate events built in Encompass. Sabrina will discuss cloning, best practices in using roles, and other advanced options so that you, too, can be confident when building complex online registrations. liven up (and lighten up!) your email Marketing Mirko Widenhorn and Amy Hetro, Wilkes University General Track | Liberty Using a recent redesign of an e-newsletter as an example, Wilkes will show you how a fresh look, informative content, and just-for-fun features have helped increase information-sharing and encourage dialogue. Learn how to create a balanced mix of alumni and campus news; coordinate community and email marketing images to create a cohesive design; and incorporate news, events, and poll modules into email marketing. Wilkes will also share its success in taking cues from retail and lifestyle email marketing and integrating social media platforms, such as Facebook, to provide fun ways for alumni to connect. ready to exchange Gifts? the re Adapter is! Jeff Rohr, iModules Software Technology and Data Track | Century B Clients using the Raiser’s Edge®, come take a look at the 2011 enhancements to the RE Adapter. This power-packed and user-friendly application will allow you to transfer gifts, comprehensive biographical information, and lightweight membership data. With the power of this data, you can create role-based emails, custom site content for groups with certain RE attributes, solicitation/constituent codes, and more! Let the RE Adapter save you time, increase accuracy, keep your data up to speed, and reach the groups with which you are looking to communicate. forms training (continued from the 1:20 p.m. session) Jeanette Maack, iModules Software Training Track | Pershing South The forms functionality supports a variety of applications including surveys, event feedback, polls, online applications, and more to engage constituents in many ways throughout your website. Join this two-hour training session to discover how to create these types of forms from start to finish in Encompass. online Giving idea exchange Pershing East Discuss online giving with your peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. An iModules moderator will help generate discussion with guided questions as needed.


12:00 – 1:20 p.m. lunch Century C 1:20 – 2:20 p.m. idea lounge Century Foyer Receive one-on-one help from iModules staff. Bring your questions; if you want to be able to access your site during the session, bring your laptop. Application Support: Kelly Schmiedeler and Josh Wicoff | Client Services: Bill Benson and Travis Daugherty | Data: Gary Overmoyer | Design: James Harrell and Craig Juneau | Implementation: Courtney Nichols | Professional Services: Michael Kincaid | Training: Chris Anderson leveraging your online presence in a $1 billion fundraising Campaign Terry Callaghan, Rutgers University Foundation and Rutgers University Alumni Association Advanced Track | Century A During this presentation, discover the innovative ways that Rutgers University Foundation used Encompass to build the $1 Billion Campaign website. Terry will discuss ways to draw donors to your website to increase online giving, website design, and the advanced use of designations. In addition, Terry will discuss some of the future plans for the site in order to support the historic campaign efforts of Our Rutgers, Our Future. stress-free segmentation: how to delegate Website Management Without Worry Tara King, United States Coast Guard Academy General Track | Liberty In this era of shrinking budgets and staffs, being able to safely delegate website management to non-employees without worry can not only be a timesaver, but a lifesaver. If you have a constituency that could benefit by having access to a few pages on your website, learn how you can allow them complete access without worry that they will impact the rest of your site. This session will focus on how to segment areas of your website for maximum efficiency by allowing others complete access to their own content blocks, news feeds, and events feeds, while keeping them from accidentally disrupting your main website. product roadmap Phil Freund, iModules Software Technology and Data Track | Century B This presentation will cover an overview of the 2011 product development roadmap themes. Highlights include: Usability and UI Design Standards, Events Redesign, Volunteer Fundraising Management as well as a focus on improving the overall quality and stability of the Encompass software.

forms training (continued in the 2:40 p.m. session) Jeanette Maack, iModules Software Training Track | Pershing South The forms functionality supports a variety of applications including surveys, event feedback, polls, online applications, and more to engage constituents in many ways throughout your website. Join this two-hour training session to discover how to create these types of forms from start to finish in Encompass. email Marketing idea exchange Pershing East Discuss email marketing with your peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. An iModules moderator will help generate discussion with guided questions as needed.


Want to share your product input? Join us during feedback sessions or stop by the technology showcase to review improvements to the design of the Encompass user interface.


7:30 – 8:30 a.m. breakfast Century C 8:30 – 9:20 a.m. Mission Competition: succeeding in a World of Choice David Lawson, Co-Founder of WorkingPhilanthropy.com Century C Making a difference has never been easier for donors and volunteers as nonprofit organizations seem to sprout up every hour, but at the same time, it has never been harder to make the right choice. Donors find themselves bombarded by messages that all too often sound the same: “Excellence in ... ” or “Save the ... ” What is needed is focused messaging that is tailored to the unique interests and perspectives of the people who support you now, and those who might support you if your message made your mission matter to them.

9:20 – 9:40 a.m. break 9:40 – 10:40 a.m. idea lounge Century Foyer Receive one-on-one help from iModules staff. Bring your questions; if you want to be able to access your site during the session, bring your laptop. Application Support: Bobby Murphy and Rhiannon Scherer | Client Services: Bill Benson and Creighton Coover | Data: Jeff Rohr | Design: James Harrell and Craig Juneau | Implementation: Tara Lytle | Training: Chris Anderson untangling the Webs We Weave Tim State and Will Pittinos, Lake Forest College Advanced Track | Century A Is your iModules solution just a fancy event calendar and email marketing? Or is it truly an integral tool that helps you implement your strategic programming efforts? In this session, we’ll explore the strategic- planning side of managing your iModules solution and how creating a vision for your website can help direct relevant content and features to your users, thus resulting in levels of engagement, and providing you with the tools to show the value of your website.

WednesdAy, July 20 Session Descriptions and Schedule

David brings more than 25 years of experience as an entrepreneur focused on the information technology needs of the philanthropic community. In his career, David founded The Information Prospector, Securities Prospector, Prospect Information Network, and consulted with CDA /Investnet (now part of Thomson Financial). Most recently David co-founded WorkingPhilanthropy.com, a company providing eLearning experiences for fundraising professionals. David is a frequent speaker at industry conferences and has authored numerous articles for publications such as The Chronicle of Philanthropy, The Nonprofit Times, CASE Currents, and APRA Connections.

About dAvid:

3:40 – 4:00 p.m. break 4:00 – 5:00 p.m. idea lounge Century Foyer Receive one-on-one help from iModules staff. Bring your questions; if you want to be able to access your site during the session, bring your laptop. Application Support: Kelly Schmiedeler and Josh Wicoff | Client Services: Travis Daugherty and Andrea Ganier | Data: Gary Overmoyer | Design: James Harrell and Craig Juneau | Implementation: Amy Horton | Professional Services: Jeff Nichols | Training: Chris Anderson integrate students into your online Community Kristin Stetler and Megan Wolleben, Bucknell University Advanced Track | Century A Yes, it can be done, and with great results! Find out how Bucknell University built a student-access program for its online community, based on student-development theory. You’ll see how to balance the alumni-student relationship while teaching students self-sufficiency. bring form(s) to reunion Chaos Amanda Kalal and Mark Walden, Colgate University General Track | Liberty Learn how Colgate uses extensive, role-based forms to streamline reunion registration and enhance staff productivity. This session will also cover the use of email marketing segmentation to help promote the event, and Colgate’s event results. sealed Communities: how Can they benefit your institution? (also offered Thursday, July 21 at 9:20 a.m.) Craig Hughey, iModules Software Technology and Data Track | Century B Discover the possibilities of sealed communities for your institution. From providing a unique web presence for various schools or departments to supporting parent and student communities, sealed communities can provide you with the tools to create data integrity throughout your organization’s online presence. In this presentation, you will learn the how-to’s and best practices of using sealed communities at your institution.

identity Checkpoint training (also offered Tuesday, July 19 at 11:00 a.m.) Jeanette Maack, iModules Software Training Track | Pershing South Identity Checkpoint gives you more power to manage non-member records in your database moving forward. In this session, learn how to enable Identity Checkpoint and then manage collected data in the merge grid. power user idea exchange Pershing East This session is for advanced Encompass users who have had their sites launched for at least a year and comfortably and successfully use the various areas of Encompass including events, email marketing, donations, and content management. During this session, power users will examine which efforts have worked and which haven’t; gain ideas from peers; and brainstorm new ideas. An iModules moderator will help generate discussion as needed.

feedback session Pershing West This is your opportunity to voice requests for enhancements and new features you’d like to see in Encompass. This is one way you can help lead the direction of iModules and ensure that you are receiving the kinds of products and services that fit your needs.



becoming a networked Alumni Association: ensure your institution is on top of social networking trends Albert Kalim, University of Kentucky Alumni Association Advanced Track | Century A Discover tips and suggestions in the world of alumni association social media. See how the University of Kentucky utilizes mobile technology in conjunction with effective alumni websites to help connect with alumni. In addition, current and upcoming web technology such as HTML 5 and Web 2.0 will be discussed. professional networking: ideas for business directories, Mentoring, and volunteer Management Michael Kincaid, iModules Software General Track | Liberty iModules recognizes that, when polled, members of affinity-based organizations consistently rank professional networking in their top ten reasons to join the organization. Join a founding member of the iModules’ Professional Services team for ideas and inspiration on how to use the tools and features of Encompass to target these important areas in new and creative ways. sunGard integration With encompass Mark Werner, iModules Software Technology and Data Track | Century B Discover how iModules Encompass and your SunGard Higher Education Advance or Banner Advancement database can easily integrate to help you efficiently manage and engage your constituents. Learn how other peer institutions are using the SunGard Integration with Encompass to save time, transfer a comprehensive set of data, and more effectively communicate with constituents. See how you can devote less time to data synchronization and more time to data utilization. email Marketing training (continued from the 9:40 a.m. session) Jeanette Maack, iModules Software Training Track | Pershing South Email marketing through iModules offers an easy-to-use, comprehensive suite of tools for successfully delivering targeted and engaging messages to your constituents. From event and online giving campaign promotion to monthly e-newsletters, join this two-hour training session to learn how to build and send relevant and effective emails to your constituents. Google Analytics and Web traffic panel Sandy Mallalieu, Massachusetts Institute of Technology; Phil Freund, iModules Software; Shana Kreikemeier, Plattform Advertising Shawnee Mission Google Analytics helps you discover the most effective areas of your website, but what does it all mean? Join this session to discuss ways to analyze your traffic data, strengthen your marketing initiatives, and create higher-converting websites. Come ready with your questions! feedback session Pershing West This is your opportunity to voice requests for enhancements and new features you’d like to see in Encompass. This is one way you can help lead the direction of iModules and ensure that you are receiving the kinds of products and services that fit your needs. 12:00 – 1:20 p.m. lunch Century C

Wednesday, July 20 | Session Descriptions and Schedule | continued

Catch ‘em With Contests: integrating incentive-based Contests and prizes into your email Marketing and social Media strategy Katie Reilly, Rutgers University Alumni Association General Track | Liberty This session will focus on effectively creating a contest to engage alumni. This how-to will show you ways to construct the contest from start to finish: the theme, the guidelines, the promotion, and the execution. See case studies from Rutgers University Alumni Association such as Scarlet Spirit Kids, Scarlet Spirit Pets, Scarlet Sweethearts, and the 2011 Rutgers University Alumni Association Wall Calendar. See how Rutgers used its Encompass website and Facebook to engage alumni through contests and see how you, too, can catch ‘em with contests. reporting and Analytics Todd Decker, iModules Software Technology and Data Track | Century B Explore and discuss the activities underway to expand and enhance the Encompass reporting and analytics capabilities. During this session, Todd will discuss the status, background, and details of product development initiatives to enhance the tools available to you for standard reports, custom reports, and business analytics. email Marketing training (continued in the 11:00 a.m. session) Jeanette Maack, iModules Software Training Track | Pershing South Email marketing through iModules offers an easy-to-use, comprehensive suite of tools for successfully delivering targeted and engaging messages to your constituents. From event and online giving campaign promotion to monthly e-newsletters, join this two-hour training session to learn how to build and send relevant and effective emails to your constituents. professional services panel Sabrina Goldman, Chris Grosdidier, Michael Kincaid, Jeff Nichols, and Kevin Poppe, iModules Shawnee Mission Did you know that iModules has special resources available to help you maximize the potential of your community, enhance member experience, and save you time and energy? Join the Professional Services team as they share some of their favorite projects that have helped other clients solve the most difficult challenges. Come with questions for this team! event Management idea exchange Pershing East Discuss event management with your peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. An iModules moderator will help generate discussion with guided questions as needed. 10:40 – 11:00 a.m. break 11:00 a.m. – 12:00 p.m. idea lounge Century Foyer Receive one-on-one help from iModules staff. Bring your questions; if you want to be able to access your site during the session, bring your laptop. Application Support: Bobby Murphy and Rhiannon Scherer | Client Services: Fran Bieberly and Travis Daugherty | Data: Jeff Rohr | Design: James Harrell and Craig Juneau | Implementation: Tara Lytle | Professional Services: Sabrina Goldman | Training: Chris Anderson



Complex university. one solution. David Johnston, University of Kansas Alumni Association Advanced Track | Century A Can one tool simplify online communications at a large, decentralized, public university? Three corporate affiliates at the University of Kansas banded together on a coordinated alumni relations strategy. Learn how Encompass allowed the KU Alumni Association to collaborate with KU Endowment and KU Athletics, resulting in customized communications for each and a stronger message for all. Alumni Community site redesign James Kinser, Columbia College Chicago General Track | Liberty In this session, you’ll take an overall look at the website redesign process — from examining website traffic and defining primary initiatives to design, implementation, and the big reveal. events redesign Phil Freund, iModules Software Technology and Data Track | Century B Get an inside look at the initial stages of the redesign of the events system, including increased capabilities in event management, administrative workflow, and more advanced reporting. Membership Management training (continued in the 4:00 p.m. session) Jeanette Maack, iModules Software Training Track | Pershing South The Encompass membership management solution makes managing members organized, automated, easy, and effective. See the various payment options, promo codes, and automated features you can create with a robust set of tools. Join this two-hour training session to learn how to create, manage, and collect memberships and payments. online Giving panel Beth Hilton, Saint Louis University; David McMullen, The Catholic University of America; Tim Scalzitti, Strake Jesuit College Preparatory; David Lawson, WorkingPhilanthropy.com Shawnee Mission Hear how your peers build relationships with donors online. Discuss ideas on how to effectively integrate your online and offline strategy to engage constituents via email, leverage and collect constituent data, and gain tangible, bottom-line results through effective donation campaigns. Come ready with questions! social Media idea exchange Pershing East Discuss social media management with your peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. An iModules moderator will help generate discussion with guided questions as needed. 3:40 – 4:00 p.m. break 4:00 – 5:00 p.m. idea lounge Century Foyer Receive one-on-one help from iModules staff. Bring your questions; if you want to be able to access your site during the session, bring your laptop. Application Support: Bobby Murphy and Rhiannon Scherer | Client Services: Creighton Coover and Danielle Dalton | Data: Gary Overmoyer | Design: James Harrell and Craig Juneau | Implementation: Joe Mathieu | Professional Services: Chris Grosdidier | Training: Chris Anderson


1:20 – 2:20 p.m. 10 for 10 Century C Hear the second half of the 10 for 10. Each client will speak for ten minutes on various topics, giving you ten fast, usable ideas to take back to your organization. email Marketing: Customized Messages for targeted Audiences Josh Stowe, University of Notre Dame This presentation will provide an overview of Notre Dame’s approach to alumni email marketing using Encompass. Josh will cover UND’s approach to segmenting recipients based on demographics, behavior, and personal preferences. In addition, Josh will share examples of customized emails sent to constituents that increase engagement and encourage giving. there’s More on the Web than linkedin and facebook: using non-english social Media sites to Connect Leah Gowron, Monterey Institute of International Studies What better way to connect with alumni in countries outside of the U.S. than to market and engage them on the social media sites relevant to their regions of the world? This session will highlight key international social media sites and how a little effort working in the languages and cultures of these regions or countries can go a long way to not only promote your programs, but also engage your alumni. recreating your online presence Ryan Baumuller and Mike Saraka, East Stroudsburg University Foundation An organization desiring to improve its web presence is constantly being challenged with the proliferation of competing social and career networking sites. This session is designed to demonstrate how one institution is dealing with these shifting demographics. The focus will be on where East Stroudsburg’s website is statistically, how the staff has used analytics, and where it wants the website to go strategically in the future. Creating online and offline Marketing success With facebook Tyler Bowen, Southwest Minnesota State University Learn how Southwest Minnesota State University used its Stanger’s Facebook Fan of the Week strategy to blend Facebook with the website and multi-use marketing. thinking inside the box: Colgate’s event Gateway Amanda Kalal and Mark Walden, Colgate University Find out how Colgate used a simple questionnaire to customize its outreach activities, put “Colgate In a Box,” and command attention at alumni get-togethers around the country. 2:20 – 2:40 p.m. break 2:40 – 3:40 p.m. idea lounge Century Foyer Receive one-on-one help from iModules staff. Bring your questions; if you want to be able to access your site during the session, bring your laptop. Application Support: Bobby Murphy and Rhiannon Scherer | Client Services: Danielle Dalton and Andrea Ganier | Data: Gary Overmoyer | Design: James Harrell and Craig Juneau | Implementation: Joe Mathieu | Professional Services: Chris Grosdidier | Training: Chris Anderson


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7:30 – 8:30 a.m. breakfast Century C 8:30 – 9:00 a.m. Closing With tom debacco, iModules Ceo Century C 9:00 – 9:20 a.m. break 9:20 – 10:20 a.m. idea lounge Century Foyer Receive one-on-one help from iModules staff. Bring your questions; if you want to be able to access your site during the session, bring your laptop. Application Support: John Rogers and Matt Schram | Client Services: Creighton Coover and Michael Nigro | Data: Jeff Rohr | Design: James Harrell and Craig Juneau | Implementation: Ashley Degen | Professional Services: Kevin Poppe | Training: Chris Anderson not-so-101 events (also offered Tuesday, July 19 at 2:40 p.m.) Sabrina Goldman, iModules Software Advanced Track | Century A Building complex events can be tough, but it doesn’t have to be! Join Solutions Consultant Sabrina Goldman as she guides you through some of the most intricate events built in Encompass. Sabrina will discuss cloning, best practices in using roles, and other advanced options so that you, too, can be confident when building complex online registrations. Content Management: Maximizing impact, relevancy, and user experience Michael Kincaid, iModules Software General Track | Century B Opportunities abound for managing your website framework, specific page content, and overall continuity through your Encompass solution. Join a founding member of iModules’ Professional Services team for insight and instructions on how to leverage the various content management tools, customize system content through verbiage manager, refine form display, embrace form exit pages, and more. sealed Communities: how Can they benefit your institution? (also offered Tuesday, July 19 at 4:00 p.m.) Craig Hughey, iModules Software Technology and Data Track | Pershing East Discover the possibilities of sealed communities for your institution. From providing a unique web presence for various schools or departments to supporting parent and student communities, sealed communities can provide you with the tools to create data integrity throughout your organization’s online presence. In this presentation, you will learn the how-to’s and best practices of using sealed communities at your institution.

thursdAy, July 21 Session Descriptions and Schedule

Visit Professional Services in the Idea Lounge to see how they can help you with your next event, online giving campaign, email, and more!

looking for an extra hand in the office?

Website strategy session: Maximize your Creativity (also offered Thursday, July 21 at 11:40 a.m.) Beth Moore, iModules Software Advanced Track | Century A Based on the fundamentals of redesign organization and user interface interpretation, iModules’ Creative Director Beth Moore will guide you through a strategic website plan. She will discuss how to make a website maintenance plan, prepare your team and key stakeholders, and prioritize ideas. You will also learn how to carry your organization’s brand through your website plan. Get ‘em While you Got ‘em: bridging the Gap between student and Alum Kira DeLanoy, Hartwick College General Track | Liberty Student engagement in your online community is the first step to lifetime engagement as alumni. Learn techniques to ensure that a majority of your senior class has registered and interacted in your online community before graduating. Hartwick College has experienced a great increase in young alumni engagement by getting ‘em while they got ‘em and not waiting until they are gone. In the past two years, Hartwick College has engaged its graduating class through event registration, online giving, the alumni directory, and community forums. Come see how Hartwick College has created a model for engagement to gain 80 percent of graduating seniors successfully registered in its online community. bigger, faster, stronger: take your data to the next level Jeff Rohr and Michael Kincaid, iModules Software Technology and Data Track | Century B With Web Services and Data Append, make your data work for you. With Web Services 2.0, there is more ability to tie directly into iModules data in a quick transactional fashion than ever before. In fact, the iModules development shop is now taking advantage of many of our Web Services APIs when building additions to the software. See how our clients and partners are using this functionality for everything from data synchronization to iPhone apps. In addition, get an in-depth look at iModules’ Data Append service and how you can reap volumes of new and/or updated constituent information with Data Append. Membership Management training (continued from the 2:40 p.m. session) Jeanette Maack, iModules Software Training Track | Pershing South The Encompass membership management solution makes managing members organized, automated, easy, and effective. See the various payment options, promo codes, and automated features you can create with a robust set of tools. Join this two-hour training session to learn how to create, manage, and collect memberships and payments. social Media panel Dana Howard, Murray State University; Debbi Johanning, University of Kansas Alumni Association; Paul Prewitt, Arkansas Alumni Association; Joe Mulvihill, Plattform Advertising Shawnee Mission Discuss social media ideas with your peers. How have they utilized Facebook, LinkedIn, Twitter, and more to engage constituents? Join this panel discussion to learn more. Come ready with questions!

feedback session Pershing West This is your opportunity to voice requests for enhancements and new features you’d like to see in Encompass. This is one way you can help lead the direction of iModules and ensure that you are receiving the kinds of products and services that fit your needs.


don’t forget! A taste of kansas City dinner at union station.


iModules Software would like to extend a special welcome and thank you to the sponsors of Sizzler User Conference. We encourage you to stop by and speak with the conference sponsors; they can provide you with expertise, new information, and cutting-edge technology. The exhibit area located near the technology showcase provides a unique opportunity to interact and experience their products and services. On the back of your badge, you will notice an exhibitor passport. Please stop by all of our exhibitors’ booths for a chance to win a prize!

Gold sponsorJacobson Consulting Applications, Inc. Steve Birnbaum | Chief Operating Officer | [email protected] Stephanie M. Reyes | JCA Answers Product Manager | [email protected] Since 1988 more than 700 nonprofit organizations have turned to JCA as a strategic consulting partner to make fundraising, ticketing, membership, and related technologies work for them. JCA implements and integrates software, improves business processes and provides customized training sessions to nonprofits, helping staff members to devote their time and energy to what matters most — their constituents. For more information, visit www.jcainc.com.

silver sponsorsIATS Brett Wills | Marketing Coordinator | [email protected]

IATS is a leading provider of integrated end-to-end donation processing solutions for nonprofit organizations. Their simple, seamless transaction processing services are specially designed to help nonprofit organizations save time and money on fundraising, allowing you to focus more of your efforts on your mission. Learn more at www.iatspayments.com. Initium Software John Shelvey | CEO | [email protected]

Initium Software provides a range of data quality products and services that allow businesses to reduce costs, increase operational efficiency and execute more effective sales and marketing campaigns. To learn more, please visit http: // initiumsoftware.com/. Perceptive Software Vince Robertson | Account Executive - Higher Education | [email protected] Kevin Tews | Manager of Education Sales | [email protected] Perceptive Software enterprise content management (ECM) products, including ImageNow, integrate easily with your existing constituent information and business software applications to cut costs and fuel campuswide efficiency. With Perceptive Software technology, you can capture, process, and collaborate on important documents and content, protect data integrity, and access precise content in the context of your everyday business processes. Visit www.perceptivesoftware.com/highered.

sponsors donations training (continued in the 10:40 a.m. session) Jeanette Maack, iModules Software Training Track | Pershing West Encompass makes online giving convenient and easy for constituents and decreases administrative work for your office. Join this two-hour training session to learn the ins and outs of online campaign design, including payments, designations, and automated features of the tool. 10:20 – 10:40 a.m. break 10:40 – 11:40 a.m. idea lounge Century Foyer Receive one-on-one help from iModules staff. Bring your questions; if you want to be able to access your site during the session, bring your laptop. Application Support: John Rogers and Matt Schram | Client Services: Creighton Coover and Michael Nigro | Data: Jeff Rohr | Design: James Harrell and Craig Juneau | Implementation: Ashley Degen | Professional Services: Kevin Poppe | Training: Chris Anderson Website strategy session: Maximize your Creativity (also offered Wednesday, July 20 at 4:00 p.m.) Beth Moore, iModules Software Advanced Track | Century A Based on the fundamentals of redesign organization and user interface interpretation, iModules’ Creative Director Beth Moore will guide you through a strategic website plan. She will discuss how to make a website maintenance plan, prepare your team and key stakeholders, and prioritize ideas. You will also learn how to carry your organization’s brand through your website plan. Membership 101: the basics of an online Membership engagement strategy Craig Hughey, iModules Software General Track | Century B Handling new memberships and renewals can be an administrative nightmare, but it doesn’t have to be. Discover easy, timesaving ways to manage your membership program online, and provide your members with a convenient and engaging online presence that leverages membership management from iModules. technology year in review (also offered Tuesday, July 19 at 11:00 a.m.) Tom DeBacco and Todd Decker, iModules Software Technology and Data Track | Pershing East Take an in-depth look at the enhancements made since the last Sizzler User Conference. During this session, Tom and Todd will discuss the details of product developments aimed at enhancing how you manage and communicate with your constituents, along with the efforts aimed at improving the quality and usability of Encompass.

donations training (continued from the 9:20 a.m. session) Jeanette Maack, iModules Software Training Track | Pershing West Encompass makes online giving convenient and easy for constituents and decreases administrative work for your office. Join this two-hour training session to learn the ins and outs of online campaign design, including payments, designations, and automated features of the tool.

thursday, July 21 | Session Descriptions and Schedule | continued

5th AnnuAl user ConferenCe26

Want to share your product input? Join us during feedback sessions or stop by the technology showcase to review improvements to the design of the Encompass user interface.

sponsors | continued silver sponsors | continued

U for Life, Inc. Andy Thompson | VP Business Development | [email protected] Rob White | CEO | [email protected]

U for Life offers an easy-to-implement social media strategy for sustained alumni engagement. It provides unique data services that help schools keep up-to-date on alumni, reengage them through personalized, meaningful interaction, and improve participation rates. Additionally, their crowd-sourced photobooks are a unique way to engage alumni in creating lifelong memories. Learn more at http: //www.uforlife.com/.

bronze sponsors ADVIZOR Solutions, Inc. Doug Cogswell | President & CEO | [email protected]

ADVIZOR® Visual Discovery™ software helps fundraisers easily explore, analyze, and understand their data. ADVIZOR integrates data from source systems and iModules for key insights, improved performance. mGive Steve Haskell | Director of Business Development | [email protected]

mGive offers text messaging solutions for donor engagement and fundraising, powering 85 percent of domestic mobile donations, serving more than 1,000 nonprofits and executing more than 7,000 campaigns. www.mgive.com SunGard Higher Education Cheryl Boeckman | VP Sales, Advancement Solutions | [email protected] Bill Kavan | VP, Product Management, Advancement | [email protected] Carla Norris | Product Owner, Banner Advancement | [email protected] SunGard Higher Education serves colleges and universities worldwide, helping them build the resources they need to support new communities of learners. Visit Sungard at www.sungardhe.com.

July 18, 2011 6:00 – 8:00 p.m. Monday’s Welcome reception Benton’s Prime Steakhouse, Westin Crown Center Monday night’s kick-off event is a reception at Benton’s Prime Steakhouse, located on the top level of the Westin Crown Center. Enjoy hors d’oeuvres and a great view of downtown Kansas City. You will receive two complimentary drink tickets. July 20, 2011 6:00 – 9:00 p.m. A taste of kansas City dinner Union Station For your last night in KC, iModules is hosting A Taste of Kansas City Dinner to celebrate the culture and history of our city. Hosted in the Sprint Festival Hall at the historic Union Station, the evening will feature an authentic Kansas City BBQ dinner provided by Jack Stack Barbecue and other local specialties. Enjoy jazz music playing in the background, and stop by the photo booth to get your photo snapped! Built in 1914, Union Station accommodated tens of thousands of passengers every year until it closed in the 1980s. In 1996, it was renovated and is now a popular destination for locals to stop by for lunch or tourists to marvel at the architecture, exhibits, and restaurants. To get to Union Station from the Westin, you will take the Link walkway located on the EO level, on the second floor of the hotel near the waterfall. You can find the Link walkway on the map on page 9.

soCiAl events

enjoyed sharing strategies with your peers? network all year long with iModules impact Groups. For the latest on these regional, face-to-face meetings, visit the client community at clients.imodules.com / ImpactGroups

stop by the photo booth at the event to save your

sizzler Memories!

A taste of

kansas City dinner


5th AnnuAl user ConferenCe28

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