July 24-27, 2017 - Supportclients.imodules.com/s/1333/images/gid3/editor_documents/... · This...

July 24-27, 2017

Download the Mobile App: search "Sizzler" in the App Store and Google Play Store

9:45 - 10:00 AM

Break10:00 - 11:00 AM

SPARK! (first half)Atlanta & New York, Ballroom LevelHear the first half of the “SPARK!” presentations. Four clients will speak for 10 minutes each, covering various topics and providing fast, great ideas to take back to your organization.

I Like Big Buttons and I Cannot LieKate Jolly | Purdue Research Foundation This presentation will walk through the research, strategies and results of Purdue’s giving amount buttons. Prior to implementing its new giving form in Oct 2015, Purdue researched human behavior related to giving to help increase giving amounts. Purdue used this data to create different strategies on the amount and placement of buttons on its giving form. After having the buttons active for more than two years, Purdue is able to report statistics on performance and strategies moving forward.

The UHAA Alumni Card: Don't Leave Home Without It

Pamela Gibbs-Smith | University of Houston Alumni AssociationIn September of 2016, UHAA launched the alumni card program. They created hard and digital cards for their 255,000 alumni to use for quicker entry to events, and for discounts on books, food, or UH gear. The results: a resurgence in engagement and a boost in lifetime membership commitments.

Utilizing CSS for a Better User ExperienceDavd Mori | University of California Santa CruzJianna De Hoyos | University of California Santa CruzFor years, UC Santa Cruz heard the same old thing from their users, “Your site’s too long,” or “Why do I have to go through every page for one activity?” Utilizing existing tools (roles, CSS, “pretty” html, etc.), the UC Santa Cruz team designed their most well-received and successful registration pages ever. Come see how they did it and what they learned along the way.

#YourPieceOfThePi Day of GivingKatherine DePrimo | Wentworth Institute of Technology Mallory Munro | Wentworth Institute of TechnologyOn March 14, Wentworth Institute of Technology hosted its first-ever community-wide day of giving: #YourPieceOfThePi. The Institute prides itself on its five factors of career success (Focused Academics, Cooperative Education, Innovation & Entrepreneurship, Collaboration & Partnerships, & Ideal Location) and applied those factors into launching and executing a successful day of giving. With a $7,000 budget and staff of two, the day was a huge success with not only giving, but education, collaboration and creating a culture of philanthropy within the campus community.

MONDAY1:00 - 3:30 PM

Onsite Conference Check-In The Terrace, Mezzanine Level

4:30 - 6:30 PM

Welcome ReceptionAtlanta & New York, Ballroom LevelGet fired up for three days of learning, networking, and idea sharing! Get to know your peers and iModules staff during this relaxed, fun, pre-dinner event. Light appeitizers and drinks (beer/wine) will be provided.

6:30 PM

Dinner on your own

TUESDAY6:30 - 7:15 AM

Sunrise YogaVan Horn, Mezzanine Level Join certified yoga instructor Kerry Steuart for a meditation/yin- style yoga practice linking postures, movement, and breath. All you'll need is a yoga mat, which the Sheraton will provide in the room (first-come, first-served). All levels experience levels are welcome.

7:30 - 8:45 AM

BreakfastExhibit Hall B, Mezzanine Level

7:30 - 9:00 AM

Partners & Sponsors Showcase OpenGrand Ballroom Foyer, Ballroom Level

8:45 - 9:00 AM

Break 9:00 - 9:45 AM

Opening KeynoteFred Weiss | iModules President and CEOTroy Anderson | iModules Chief Technology Officer

Atlanta & New York, Ballroom Level

#Sizzler17

11:00 - 11:15 AM

Break11:00 AM - 4:30 PM


11:00 AM - 5:00 PM

Idea Lounge OpenThe Terrace, Mezzanine Level

SESSIONS FROM 11:15 AM - 12:00 PM

How to Get the Most Out of EncompassBrendon Woodworth | iModules Professional Services ConsultantMirko Widenhorn | iModules Senior Account Manager/ Strategic ConsultantAdvanced User & Analytics Track - Chicago B, Ballroom LevelThe iModules consulting services team will share tips, tricks, and research that can help you get the most out of Encompass. This session will share examples from a wide range of institutions across all aspects of Encompass and ways that you can apply similar practices to your site.

Happy Birthday...to who?Steven Kaatz | Michigan State UniversityVicki Essenmacher | Michigan State UniversityEmail Communications & Segmentation Track - Empire A, Mezzanine LevelMichigan State University transitioned an update information email into a happy birthday email with a request to update information. This transition led to a tremendous increase in open rates. Hear how Michigan State made these changes, the challenges and successes of the update and birthday emails, and plans to update messaging moving forward. In addition, MSU will discuss a statistical analysis breakdown showing results and some of the complications in getting to the launch phase of the email.

Make Your Grad Transition Outreach SizzleAdrienne Teague | George Mason University

Engagement & Outreach Track - Chicago C, Ballroom LevelDiscover how George Mason University has been perfecting its Graduate Transition programming, outreach, communications, and stewardship to engage its largest and fastest-growing constituency. You'll learn about specific events designed to celebrate graduates' successes; how you can incentivize new grads to use a non-fee based Online Alumni Community; and customize messaging to increase open-rates/readership for e-communications.

Challenge Accepted: Planning Your First Giving Day (Part I)Kelsey Fernandez | George Mason UniversityMelissa Judy | George Mason University

Giving & Stewardship Track - Chicago A, Ballroom Level From planning to implementation, learn what it takes to execute your first giving day. Join George Mason University for this two-part session, and discover how Mason planned a university-wide initiative in a short timeframe and with a small staff.

Email Marketing Idea ExchangeAndrea Ganier | iModules Product OwnerJonathan Burnos | iModules Account Manager

Idea Exchange Track - Empire C, Mezzanine LevelJoin this session to discuss general topics around email marketing. Potential topics include how you use community content, coordinating marketing efforts across your institution, mobile optimization, and more! iModules facilitators will share ideas and help generate discussion.

iModules Product Direction: Bird's Eye View2017 Roadmap and BeyondGabe Garrow | iModules Director of Product Management

Product Direction Track - Chouteau, Mezzanine LevelA high-level overview of the projects and programs being tackled by the iModules development and product teams for the remainder of 2017 and early 2018.

Site GovernanceJen McGee | iModules Senior Account Manager/ Engagement Manager

Site Management & Implementation Track - Empire B, Mezzanine LevelWebsite Governance is a system for managing and organizing a web presence. A well thought out web governance policy takes the guess work out of website management and creates a defined structure for your web team. In this session, we'll look at large and small scale web governance models, explore the basics of creating a web governance system for your website, and discuss why it's worth the trouble.

12:00 - 1:15 PM

Lunch Exhibit Hall B, Mezzanine LevelThere will be 15 reserved lunch tables available on a first-come, first served basis for attendees interested in discussions with their peers in similar roles or organizations.


Growing Toward Greatness: How iModules Helped SJU Achieve Its Giving Day GoalsKristen Ziegler | Saint Joseph's University Rachel Meehan | Saint Joseph's University

Giving & Stewardship Track - Chicago A, Ballroom Level With an ambitious goal set for SJU’s third day of giving, the team of two marketing professionals in University Advancement were on the hook to create an expansive multi-channel marketing plan and interactive website to ensure alumni, parent, and campus participation on #OneDaySJU. But how could they execute novel tactics like a Facebook Live tour of campus and promotional spots featuring campus celebrities, while constantly uploading giving totals, revealing challenge gifts and coordinating more than 50 volunteer fundraiser pages? Discover how iModules’ features including the campaign progress indicator, patterned content modules, and vanity URLs helped them make the day a success.

Engagement & Social Media Idea ExchangeCourtney Bartolich | iModules Professional Services Consultant Katie Duncan | iModules Senior Account Manger

Idea Exchange Track - Empire C, Mezzanine LevelJoin this session with your peers to discuss your overall engagement strategies and social media efforts with your peers. Learn tips, best practices, and brainstorm new ideas. iModules facilitators will share ideas and help generate discussion.

Giving and Commerce RoadmapSabrina Goldman | iModules Product Owner

Product Direction Track - Chouteau, Mezzanine LevelA presentation on the work being done in the Giving and Commerce space, including specifics around leaderboards and transactional reporting.

Launch and LearnAudrey Bastian | Microsoft Alumni NetworkKelly Bolander | Microsoft Alumni Network

Site Management & Implementation Track - Empire B, Mezzanine LevelThis presentation will focus on Microsoft's first year post-launch with iModules. Highlights will include lessons learned and the ways they have enhanced the system (including forms, directories, role-basing, etc.)

2:00 - 2:15 PM

Break

SESSIONS FROM 1:15 - 2:00 PM

Practical Planning & Tips for iModules Event BuildingMary Ellen Nunes | Lafayette College

Advanced User & Analytics Track - Chicago B, Ballroom LevelHear from Lafayette on the best practices they have identified from using the event platform for over 450 events in their two years as an iModules school. Learn about what’s worked, what hasn’t worked, and what they will do differently when it comes to building big events, small events, reunions, happy hours, and more. This is an advanced presentation that will talk about the pros and cons of using the various event form types and options of when to use them.

Compatibility, Consistency, and Control with the Beta Template EditorAndrea Ganier | iModules Product Owner

Email Communications & Segmentation Track - Empire A, Mezzanine LevelTo date, over 580 clients have tried out the Beta Template Editor on their own sites. This session will familiarize participants with the editor features, which balance clients’ needs for compatibility, consistency, and control. Andrea will highlight the improved workflow for searching, adding, and styling dynamic content. If you are looking for template-building best practices from graphic design professionals, consider attending “The Beta Template Editor: Tips and Build Strategies.”

Making the Most of Roles: Alumni Global Day of ServiceMonica Lavis | Binghamton University

Engagement & Outreach Track - Chicago C, Ballroom LevelHear how Binghamton used Encompass to set up one of its largest alumni events, Global Day of Service, in its first year on the platform. With nearly 50 service projects and a goal of 1,000 volunteers, they wanted to ensure alumni had the best possible experience when registering. See how Binghamton used engaging event pages, a streamlined registration form collecting the necessary information, and communications to encourage participation. Binghamton also created a tool that made it easy for their staff to monitor registrations and conduct check-in on the day of the event.

#Sizzler17

SESSIONS FROM 2:15 - 3:00 PM

Hot, Hot, Hot: Encompass Year in ReviewBrendon Woodworth | iModules Professional Services ConsultantCourtney Bartolich | iModules Senior Professional Services ConsultantAdvanced User & Analytics Track - Chicago B, Ballroom LevelLearn hot new ways to use some of the product releases from throughout the year. Professional services will walk through several great tips and tricks.

The Beta Template Editor: Tips and Build StrategiesDerek Newman | iModules Senior Front End Developer

Email Communications & Segmentation Track - Empire A, Mezzanine LevelJoin the iModules Design Team to learn about and discuss the features of the new email editor. Topics will include an overview of the built-in features, tips and tricks, and build strategies that can be used to convert old emails or to build one from scratch.

Student Engagement: Why It’s Important for Alumni EngagementMelissa Knudsen | iModules Measurement & Data AnalystMirko Widenhorn | iModules Senior Account Manager/ Strategic ConsultantEngagement & Outreach Track - Chicago C, Ballroom LeveliModules will share recently completed research on student engagement and its impact on alumni engagement. You’ll hear about different aspects of student engagement trends as they relate to alumni engagement. If you get the question of whether spending time and resources on students is worthwhile, come see what the data reveals. Learn about best practices for student engagement as shown by examples from different schools so that you can adapt programs to fit your institution. You’ll leave with new ideas around student engagement.

Campus Crowdfunding: Computers, Millennials, Good Ideas, Bad Jokes Chris Pickard | McMaster UniversityDave Dawson | McMaster University

Giving & Stewardship Track - Chicago A, Ballroom LevelIn 2016, McMaster University developed a year-long campaign that used a crowdfunding platform to engage young donors. They followed giving, digital, and crowdfunding best practices combined with knowledge of their young alumni giving habits to shape the project.

Measuring and Defining Success/ROIJennifer McGee | iModules Senior Account ManagerMelissa Bray | Account Manager

Idea Exchange Track - Empire C, Ballroom LevelJoin this session to discuss how your institution measures and defines engagement success. Learn how other schools measure ROI and how these metrics tie into an overall strategic plan. Share best practice information and brainstorm new ideas. iModules facilitators will share ideas and help generate discussion.

iModules Mobile ApplicationsBen Birnbaum | iModules Product Owner

Product Direction Track - Chouteau, Mezzanine LevelAn overview of the current native mobile applications offered by iModules - covering the standard events application, the stand-alone check-in app with Encompass integration, and the branded check-in application.

3:00 - 3:15 PM

Break with snackSESSIONS FROM 3:15 - 4:00 PM

Using the Email Metric APIJames Payne | Dartmouth College

Advanced User & Analytics Track - Chicago B, Ballroom LeveliModules has provided a new set of APIs to allow access to granular email send, delivery, and open information. This session will discuss the new APIs, how to load them into a local database, and example SQL queries utilizing email API data. A link will be provided during the session to download the actual loader code used by Dartmouth College.

Control the Email Marketing Fire HoseKatie Foutz | Augustana University

Email Communications & Segmentation Track - Empire A, Mezzanine LevelCreate or overhaul your email marketing process using iModules forms. Augustana University shares how one small shop manages requests from all over campus to send mass emails. Learn about the benefits of organizing your email marketing efforts, starting with an Email Request form. Move away from the fire hose approach of email requests, to a team approach to communications based on university priorities and valuing recipients’ time.

Why Do We All Have Different Job Titles? Engagement As a ProfessionDarren Hughes | University of Tennessee Knoxville

Engagement & Outreach Track - Chicago C, Ballroom LevelA decade ago, most of our jobs didn’t exist. Now, we’re mission critical. This session will be a conversation about the professional standing of our field. Questions might include: Where should we fit in an org chart? What should our career paths look like? What skills should we prioritize when pursuing professional development? How can we better measure and report our success and advocate for new resources?


WEDNESDAY6:30 - 7:15 AM

Sunrise YogaVan Horn, Mezzanine LevelJoin certified yoga instructor Kerry Steuart for a meditation/yin- style yoga practice linking postures, movement, and breath. All you need is a yoga mat, which the Sheraton will provide in the room (first-come, first-served). All experience levels are welcome.

7:30 - 8:45 AM


7:30 - 9:00 AM


8:45 - 9:00 AM

Break 9:00 - 9:45 AM

Panel Discussion: The Intersection of Alumni Relations and Capital CampaignsAtlanta & New York, Ballroom LevelJoin us Wednesday morning for a panel discussion with representatives from three institutions and an iModules Strategic Consultant. The panel will explore how the life cycle of capital campaigns affects alumni engagement, and how alumni engagement efforts contribute to capital campaign success. Hear from experts on successful strategies and leave with ideas to help you prepare for your next campaign.

9:45 - 10:00 AM

Break10:00 - 10:50 AM

How to Maintain High-Touch Relationships in High-Tech TimesKeynote Speaker: Sarita MaybinAltanta & New York, Ballroom LevelFrom Facebook to email and texting, technology has taken over as the primary means of communication. Yet conversations are still a crucial part of relationship-building, especially in university advancement and alumni relations. Learn real-life lessons for building lifelong relationships and engaging your community, even with limited resources.

Integrating Donor History into EncompassBrendon Woodworth | iModules Professional Services ConsultantPaula Lee | Brandeis University

Giving & Stewardship Track - Chicago A, Ballroom LevelThere are many ways to display donor information within Encompass. Learn how Brandeis was able to automate their data transfer and how donors were able to view their information, pay on existing pledges, and easily make additional gifts to prior areas of support.

Strategic Initiatives Idea ExchangeDanielle Dalton | iModules Assistant Vice President, Client ServicesMirko Widenhorn |iModules Senior Account Manager/Strategic ConsultantIdea Exchanges Track - Empire C, Mezzanine LevelJoin this session to discuss how your institution is utilizing Encompass to support your strategic initiatives. From engagement, students, and volunteers to annual giving and capital campaigns, share ideas and learn creative ways to help propel you to success. iModules facilitators will be available to help generate discussion and provide insight.

Product Listening WorkshopAndrea Ganier | iModules Product OwnerBenjamin Birnbaum | iModules Product OwnerBen Hike | iModules UX DesignerDrew McMahon | iModules Product OwnerSabrina Goldman | iModules Product Owner

Product Direction Track - Chouteau, Mezzanine LevelIn the listening workshops, members of the iModules product team will conduct focus groups with our clients. Participants will be asked to identify unmet business needs or provide feedback on proposed solutions or mockups. Space is limited to seven unique institutions per topic and 35 participants per session.

Staff Training How-To'sJeanna Dawson | Emory UniversityKimberley Balkus | Massachusetts Institute of Technology

Site Management & Implementation Track - Empire B, Mezzanine LevelMany of us create and use our own documentation for staff training to supplement the information that iModules provides. Join this session to talk about best practices, tips and tricks, and see what other iModules clients are doing around documentation and training. We will talk about staffing structure, training needs for staff, and the documentation necessary to provide to those that you support.

4:00 PM

Dinner on your own

#Sizzler17

10:50 - 11:00 AM

Break10:35 AM - 5:00 PM


11:00 AM - 5:00 PM

Idea Lounge OpenThe Terrace, Mezzanine Level

SESSIONS FROM 11:00 - 11:45 AM

Branded Email Accounts Powered by GoogleRoger Nelsen | UNC General Alumni Association

Advanced User & Analytics Track - Chicago B, Ballroom LevelThinking about offering branded Gmail accounts to your alumni? Google offers this free service through its G Suite for Education application. If you are wondering how much effort it takes to maintain, or are considering offering this service, this session will offer insight and guidance for a smooth transition. The UNC General Alumni Association is managing the service with just over 8,000 users, having launched the service two years ago.

Engagement Scoring: What to Consider and How to Use the Results to Drive ChangeBrittany Smith | Western Governors UniversityMelissa Knudsen | iModules Measurment & Data AnalystMirko Widenhorn | iModules Senior Account Manager/ Strategic ConsultantEngagement & Outreach Track - Chicago C, Ballroom LevelThis session will focus on what engagement scoring can help you achieve, talk about best practices when it comes to engagement scoring, and share information about Engagement Scoring from iModules. Hear how Western Governors University is using engagement scoring to better understand their constituency and adjust the focus of communications and programming. See how engagement scoring can help you change strategies related to these areas and also to annual fund solicitations and prospect research.

Crowdfunding for Your UniversityChelsea Haines | Rowan University

Giving & Stewardship Track - Chicago C, Ballroom LevelThis presentation will show you how to start a crowdfunding platform at your institution using iModules. Crowdfunding for student projects is an innovative way to promote student philanthropy, while helping students raise funds for their projects. As a part of creating a crowdfunding platform, Rowan also utilized the email feature to promote their campaign and each individual student project website.

Web Services Idea ExchangePhilip Goodman | iModules Data Services EngineerCreighton Coover | iModules Senior Account Manager

Idea Exchanges Track - Empire C, Mezzanine LevelShare lessons learned when using web services to connect Encompass with your institution’s database. We’ll discuss profile data, as well as querying and updating event and campaign data. Learn about recommendations regarding paging thresholds, timeout limits, and transactional timing. iModules facilitators will share ideas and help generate discussion.



Latest and Greatest EnhancementsJeremy Allen | iModules Product Trainer

Site Management & Implementation Track - Empire C, Mezzanine Level We have added many new and exciting enhancements to the Encompass platform in the past year. In case you missed them (or aren’t leveraging them), this session will walk you through the new features that are now available on your site.

11:45 AM - 1:00 PM

Lunch Exhibit Hall A, Mezzanine LevelThere will be 15 reserved lunch tables available on a first-come, first-served basis for attendees interested in discussion with their peers in similar roles or organizations.


2:00 - 2:15 PM

BreakSESSIONS FROM 2:15 - 3:00 PM

Data Visualization with Power BIAudrey Bastian | Microsoft Alumni NetworkKelly Bolander | Microsoft Alumni Network

Advanced User & Analytics Track - Chicago B, Ballroom LevelThis presentation will feature information on how Microsoft Alumni Network has utilized Power BI in connection with data from iModules to drive membership. This integration has helped facilitate a deeper understanding of Microsoft’s membership base.

Understanding Your Email Communications: A Look at How Data Can Help Decision-MakingDebra Earl | Cornell UniversityMelissa Knudsen | iModules Measurement & Data AnalystMirko Widenhorn | iModules Senior Account Manager/ Strategic ConsultantEmail Communication & Segmentation Track - Empire A, Mezzanine LevelDo you wonder how your email messages are performing? Are your communications hitting their mark, or are you turning people off from receiving emails from your institution? Hear about best practices for reviewing your email data on a regular basis and how you can use that data to change your email strategy for more successful outcomes. Find out how the Cornell team used an in-depth email analysis provided by iModules to give their email authors more information about email performance—including how much is too much. This project helped Cornell begin to get a better handle on email communications to alumni and make changes to increase email engagement.

We Know the Way: Redesigning Your iModules WebsiteJennifer Tanaka | Northwestern University Alumni Relations and DevelopmentLauren Lakomek | Northwestern University Alumni Relations and Development

Engagement & Outreach Track - Chicago C, Ballroom LevelIf you, like the raven-haired heroine Moana, are facing the vast ocean of a website redesign, fear not! Hear from two Northwestern voyagers who navigated uncertainty, tamed raging expectations, battled through setbacks, and ultimately, launched on time. You'll also learn about Northwestern's pre-development design process, how iModules structured and built the new templates, and what to expect during content migration and beyond.

Delighting Alumni with One Question a WeekErin O'Neil | McMaster University

McMaster University (Ontario, Canada) has been working to refocus their digital presence to engage and delight an increasingly diverse population of graduates—both demographically and geographically—who are fickle and overwhelmed with online messaging. With the help of iModules, they have implemented a simple project, the Question of the Week Club, that crowdsources alumni insights, advice, and experiences while creating a moment of delight each week for participants.

Giving Your Team the Tools They Need for Large Events

Roger Nelsen | UNC General Alumni Association

Hear how the UNC General Alumni Association is giving staff members an easy way to contact each other through a staff-only mobile communication app. Staff members can readily access each others' contact information as well as view schedules for large-scale events. The UNC app has increased staff efficiency and has resulted in better communication for their team.

Social #IRLAndi Bricklin | Drexel University

The 2016 Drexel Alumni Global Night of Networking's social media campaign leveraged our social networking efforts and brought them right into a real life situation, smashing the usual feeling of awkwardness during a typical networking event.

Title PendingPending Approbal

1:00 - 2:00 PM

SPARK! (Second Half)Atlanta & New York, Ballroom LevelHear the last half of the “SPARK!” presentations. Four clients will speak for 10 minutes each, covering various topics and providing great, fast ideas to take back to your organization.

#Sizzler17

Event Management/Mobile AppIdea ExchangeAnastasia Grady | iModules Account ManagerChris Anderson | iModules Professional Services Consultant

Idea Exchanges Track - Empire C, Mezzanine LevelJoin this session to discuss how your institution is utilizing mobile apps to manage events and engage constituents. Share how to position the importance of a mobile app, the value your institution has received from using mobile apps, and which features have realized the most value. iModules facilitators will share ideas and help generate discussion.

Data and Integrations Roadmap BreakdownDrew McMahon | iModules Product Owner

Product Direction Track - Chouteau, Mezzanine LevelA presentation on the work being done in the Data and Integrations space, with information on forthcoming Ethos integration, API strategies, and data model design.

Footloose and Fancy-Free: Site-Wide Quick WinsBrendon Woodworth | iModules Professional Services Consultant

Site Management & Implementation Track - Empire C, Mezzanine Level

Do you enjoy long walks on the beach and getting caught in the rain? Take back your time and utilize these existing quick wins to help maximize your site's potential. Return home with ideas you can implement TODAY!

3:00 - 3:15 PM

Break with SnackSESSIONS FROM 3:15 - 4:00 PM

From Monstrous to Manageable: Saving Time and Sanity with a Website RedsignKristen Ziegler | Saint Joseph's UniversityRachel Meehan | Saint Joseph's University

Advanced User & Analytics Track - Chicago B, Ballroom LevelResponsively redesigning Saint Joseph’s websites prompted the advancement communication team to look with critical eyes at the monsters they had been maintaining. What in 2012 had launched as two state-of-the-art websites focused on alumni relations and giving had turned into time-sucking behemoths with overgrown dropdown menus, bloated page descriptions, and an endless list of demanding updates. The team called on colleagues, alumni, and their iModules account representative for ideas and input on reeling back the raging beasts, er…websites. Learn how they used focus groups, standardized photo sizes, and liberal application of the content module to reduce the tremendous consumption of staff time and finally create a website they love.

Redesigning Your Email and Web Layouts to Increase Your Reach and DonationsLaura Nunnelley | University of LouisvilleMatt Cable | University of Louisville

Email Communication & Segmentation Track - Empire A, Mezzanine LevelThis presentation will take users through a case study of how redesigning email and web layouts to be responsive increased engagement and donations at the University of Louisville. Walk through multiple before and after examples of improved layouts for both email and web content. Learn how content and layout strategy can work together to take your communications to the next level. Examples will include: email solicitations for Day of Giving and year-end campaigns; a weekly alumni e-newsletter; event registration emails; and mobile-ready web layouts.

Love Actually Is All AroundCrystal Peterson | University of San Diego

Engagement & Outreach Track - Chicago C, Ballroom LevelSometimes the best love stories aren’t in movies or epic novels. Many of them are right under your nose, right here on campus! The University of San Diego shares these campus tales through their featured Torero Love Story program. What originally started as a Valentine’s Day article, quickly turned into a monthly feature that has become extremely popular with USD alumni readers.

Challenge Accepted: Planning Your First Giving Day (Part II)Kelsey Fernandez | George Mason UniversityMelissa Judy | George Mason University

Giving & Stewardship Track - Chicago A, Ballroom LevelFrom planning to implementation, learn what it takes to execute your first giving day. Join George Mason University for this two-part session all about giving day. In this session (Part II), discover how Mason executed its plans and hear about the major lessons learned.

Online Giving Idea ExchangeBrendon Woodworth | iModules Professional Services ConsultantTessa Burke | iModules Account ManagerIdea Exchanges Track - Empire C, Mezzanine LevelHave you successfully executed a day of giving campaign at your institution, or are you thinking about hosting one? This session will allow attendees to ask and learn from others what has worked and what hasn’t worked. Attendees will gather ideas on how to plan, prepare, execute, and evaluate day of giving campaigns. iModules facilitators will share ideas and help generate discussion.


Compatibility, Consistency, and Control with the Beta Template EditorAndrea Ganier | iModules Product Owner

Email Communication & Segmentation Track - Empire A, Mezzanine LevelTo date, over 580 clients have tried out the Beta Template Editor on their own sites. This session will familiarize participants with the editor features which balance clients’ needs for compatibility, consistency, and control. Andrea will highlight the improved workflow for searching, adding, and styling dynamic content. If you are looking for template-building best practices from graphic design professionals, consider attending “The Beta Template Editor: Tips and Build Strategies.”

Introduction to User Experience in Web DesignBryan Schottman | iModules Web Designer

Engagement & Outreach Track - Chicago C, Ballroom LevelUX has been a buzzword within the design industry for the past few years, but so many people’s knowledge stops at the acronym. During this presentation, iModules will provide a simple introduction into designing with User Experience (UX) in mind and show examples that get results. If you want to be successful in your marketing efforts, understanding why design works and how someone interacts with your product is a requirement in today’s digital age.

Creating an Effective Giving Day Email Marketing CampaignAnne Allen | University of Missouri

Giving & Stewardship Track - Chicago A, Ballroom LevelMizzou will walk you through their planning process for e-communications sent prior to, during, and after their Day of Giving. Hear how they combined social media and email communications to get their message out, while being aware of email fatigue. Learn how they identified various segments, set the email schedule, engaged units in the communication flow, and created emails that resonated with potential donors. Finally, the Mizzou team will cover what they learned from the analytics after the big day and discuss things to consider and watch out for as you begin planning communications for your next day of giving.

Data Management Idea ExchangeMichael Nigro | iModules Director of Account ManagementPhilip Goodman | iModules Data Services Engineer

Idea Exchanges Track - Empire C, Mezzanine LevelJoin this session to discuss how your institution is utilizing mobile apps to manage events and engage constituents. Share how to position the importance of a mobile app, the value your institution has received from using mobile apps, and which features have realized the most value. iModules facilitators will share ideas and help generate discussion.

Building Even Better EmailAndrea Ganier | iModules Product Owner

Product Direction Track - Chouteau, Mezzanine LevelJoin Andrea Ganier to discover what's next for email marketing in Encompass. The presentation will focus on enhancements to recipient management, token handling, and reporting. Andrea’s other presentation titled “Compatibility, Consistency, and Control with The Beta Template Editor” will cover searching, adding, and styling dynamic content in detail.

Managing Admins Without Killing AnyoneLesley Thompson | Dartmouth College, Tuck School of Business

Site Management & Implementation Track - Empire B, Mezzanine Level"Can I use Encompass too?" The dreaded question. You have been successfully using Encompass and colleagues have been noticing. Before you open up Encompass to other administrators, it is important to have a good (and firm) plan in place on how to manage new administrators as well as a back-up plan for when things go awry. Lesley Thompson will share her top recommendations on how to manage iModules administrators without losing friends and alienating colleagues.

4:00 - 4:15 PM

BreakSESSIONS FROM 4:15 - 5:00 PM

What Happens in PurdueConnect, Stays in PurdueConnectBecky Johnson | Purdue Research FoundationKate Jolly | Purdue Research Foundation

Advanced User & Analytics Track - Chicago B, Ballroom LevelLearn how donors are increasingly pushed to the PurdueConnect donor portal for a one-stop shop providing them with all the information they could need. The portal is customized to each donor by using a series of roles and content block-specific information. Purdue has made the following available in PurdueConnect: endowment reports, annual giving tax summaries, giving history (API pull), giving society membership including customized statistics, corporate partner key reports, volunteer resources providing a customized giving link, and convocation points.

#Sizzler17

Streamlining Product ExperienceBen Hike | iModules UX Designer

Product Direction Track - Chouteau, Mezzanine LevelA presentation on UX best practices and ways to implement them within Encompass, guided by iModules UX master Ben Hike.

6:30 - 9:00 PM

Night at the StationUnion Station, 30 West Pershing Road, Kansas City, MOEnjoy dinner with iModules at Kansas City's Union Station, followed by a look into the fascinating exhibit "Mummies of the World."

THURSDAY6:30 - 7:15 AM

Sunrise YogaVan Horn, Mezzanine LevelJoin certified yoga instructor Kerry Steuart for a meditation/yin- style yoga practice linking postures, movement, and breath. All you need is a yoga mat, which the Sheraton will provide in the room (first come, first served). All levels experience levels are welcome.

7:30 - 8:45 AM


7:30 - 9:00 AM


8:45 - 9:00 AM

Break9:00 - 10:00 AM

Social Media Awards and Closing with Fred Weiss, iModules President and CEOAtlanta & New York, Ballroom Level

10:00 - 10:15 AM

Break

SESSIONS FROM 10:15 - 11:00 AM

Creating an Engaging Website for Your Constituents and DonorsMirko Widenhorn | iModules Senior Account Manager/ Strategic Consultant

Advanced User & Analytics Track - Chicago B, Ballroom LevelFind out how institutions have developed engaging sites for their constituents. Learn about best practices that can impact your site design, navigation, and the use of images, videos and stories. Get tips on where to focus when undertaking a site overhaul, what to avoid, and small changes you can make to your existing site to encourage visitors to take the actions you want them to take. Also see examples of creating a donor experience that allows donors to easily identify funds to support. Finally, learn how personalized e-communications can lead to a streamlined giving experience.

Targeted Email MarketingSarah Nielsen | iModules Product Trainer

Email Communications & Segmentation Track - Empire A, Ballroom LevelDo you want to create an email that gets the attention of a specific segment of constituents? In this session, we will cover how to prepare a recipient list of only constituents that fall into the specific market segment you are targeting. We'll then cover how to effectively use tokens and pre-populate links to provide the specific content your targets are looking for. After you send a targeted email, you'll want to know the success of your efforts, so this session will also cover how to analyze the reporting statistics.

Showcase Showdown: Be the Next Retainer Client with Professional ServicesBrendon Woodworth | iModules Professional Services ConsultantChris Anderson | iModules Professional Services ConsultantCourtney Bartolich | iModules Senior Professional Services ConsultantEngagement & Outreach Track - Chicago C, Ballroom Level“Come on Down” to hear three examples that will help knock your site out of the ballpark and save you and your staff time and resources by retaining Professional Services.




Latest & Greatest Enhancements Jeremy Allen | iModules Product Trainer

Site Management & Implementation Track - Empire B, Mezzanine LevelWe have added many new and exciting enhancements to the Encompass platform in the past year. In case you missed them (or aren’t leveraging them), this session will walk you through the new features that are now available on your site.

Investment in Technology: Winning Board Support for an Advancement SolutionRyan Lufkin | Ellucian

BONUS SESSION - Chicago A, Ballroom LevelCompetition for donor support in today’s growing philanthropic market is intense. Scarce resources on campuses demand technology to streamline the ability to deepen and extend relationships with constituents. The most valuable fundraising asset a higher education institution has is its constituent data. Investing in this asset is one of the wisest decisions that an institution can make, yet many boards aren’t convinced the technology is worth the investment. Discover how to win support and convince your board an advancement solution will grow a steady and sustainable pipeline of support for your institution today and well into the future.

11:00 - 11:15 AM

BreakSESSIONS FROM 11:15 AM - 12:00 PM

How to Use Encompass Like an iModules DesignerErin Messel | iModules Design Services Team Lead

Advanced User & Analytics Track - Chicago B, Ballroom LevelJoin the iModules Design Team to learn and discuss tips and tricks to get the most out of some of the more advanced aspects of content design and layout in the Encompass CMS. Topics will include news and events listings (PLUS an introduction to the new Patternized Content Block!), customizing registration and donation forms with CSS classes, and using mobile-ready content blocks to create varied and interesting content layouts.

Social Media Trends in Higher EducationAdam Hirsen | UPshow

BONUS SESSION - Chicago C, Ballroom LeveliModules partner, UPshow, will talk about how to build a large network ofaddressable constituents as ambassadors on social media.

The Power of URL CustomizationsCrystal Hickey | iModules Product Trainer

Giving & Stewardship Track - Chicago A, Ballroom LevelThis special training session will take a look at the power of customizing your URLs, including our newest option of targeting payment types for Donation Campaigns. The other customization options we will look at include appeal codes, promotion codes, populating the donation amount, and the designation modifications within Donations. URL customizations can be used for Events, Donations, and Memberships. Attend this session to learn how to maximize your tracking efforts and target audiences.

Support at iModulesJosh Hunter | iModules Senior Application Support Engineer Kelly Schmiedeler | iModules Manager, Application Support

Site Management & Implementation Track - Empire B, Mezzanine LevelAre you an iModules newbie or want to know the most common questions asked by your peers? If so, join this session hosted by two iModules experts and hear the ten most frequent questions asked by iModules administrators.

12:00 PM

Conference AdjournsLunch on Your Own

July 24-27, 2017 - Supportclients.imodules.com/s/1333/images/gid3/editor_documents/... · This...

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