Welcome to Sizzler! - Supportclients.imodules.com/s/1333/images/gid3/editor_documents/... ·...

Welcome to Sizzler!We are thrilled that you have joined us in Overland Park for our eighth annual Sizzler User Conference. You’ll learn from and network with more than 500 iModules client attendees, meet one-on-one with iModules team members in the Idea Lounge, gain insight into the iModules platform tools from our product experts, deepen your knowledge of industry trends during our 70+ topic-based sessions, and so much more. We are very excited for you to have a rewarding conference experience and cannot wait to get started.

Before we dive in, we want to take this opportunity to share with you some of our recent milestones as the largest online constituent engagement management provider:

• Providing nearly $20,000 in scholarships to our clients’ students • Launch of a new Client Community website • Expanding our regional user meetings, Impact Groups • Welcoming new senior executives to the iModules team: o Troy Anderson, Chief Technology Officer o Dan Frazier, Senior Vice President, Sales • Helping our clients reach new heights in 2013: o Sending more than one billion emails o Reaching more than 100 million total constitutent records o Driving more than $275 million in total revenue - gifts, memberships, commerce, and events

We are honored that you, our valued clients, have shared your successes in building and maintaining your constituent relationships with us at iModules, and we are excited to learn more about your institution’s goals and missions during this year’s conference.

Cheers to Sizzler 2014!

Sincerely,

Fred Weiss President of iModules

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Join the ConversationCapture your favorite moments. Share your Sizzler photography on Instagram® using #Sizzler14 and @imodulessoftware.

Ideas. Best Practices. Networking. Join the private iModules Client Networking group on Facebook®.

Have an “Aha!” moment? Don’t forget to talk about your conference experiences on Twitter® by using #Sizzler14.

Table of ContentsTrack Descriptions and Session Types | pg. 1

Agenda Overview | pg. 2-3

Schedule with Session Descriptions | pg. 4-18

Scholarship Winners and Speaker Index | pg. 19

Venue Map | pg. 20

General Information | pg. 21

Partners and Sponsors | pg. 22

Overland Park Map | pg. 23

Notes | pg. 24-28

2015 Save the Date | inside back cover

clients.imodules.com/sizzler | Registration begins Fall 2014

Save the date!

9th Annual User Conference

July 26-29, 2015in Kansas City

#Sizzler14

OnlineGiving

DataManagement

ProductDevelopment

EmailMarketing

EventManagement

Content Management

Engagement Strategies

Featured in the Idea Lounge: Actionable InsightsChat with iModules staff about this upcoming product offering and gain strategic insight into leveraging engagement data gathered through iModules’ Encompass platform.

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Tracks and Session Types

Topic-based Session TracksSizzler offers topic-based session tracks for every user level to ensure you leave the conference with new ideas that help you support your organization’s goals and initiatives. Session track topics include content management, data management, email marketing, engagement strategies, event management, online giving, and product development.

Types of Sessions10 for 10 PresentationsOn the main stage, 10 clients will speak for 10 minutes each, covering various topics, giving you fast, great ideas to take back to your organization.

Peer PresentationsHearing from other iModules clients can play an important role in helping you determine the best ways to use iModules’ Encompass platform for the results you want. Attend these sessions to learn best practices and gain excellent ideas from organizations that are having the greatest success.

iModules PresentationsDuring these presentations by iModules staff members, you will gain strategic insight and training on various aspects of iModules’ Encompass platform, so you can maximize your results.

Idea ExchangesIdea Exchanges are opportunities for attendees to come together and discuss strategies, successes, and best practices. Each Idea Exchange focuses on a specific topic. iModules facilitators guide the sessions by asking questions to encourage discussion.

Feedback SessionsDuring these sessions, you will have the opportunity to voice requests for enhancements and new features you’d like to see in iModules’ Encompass platform. This is one way you can influence the direction of iModules and ensure you are receiving products and services that fit your needs.

Idea LoungeThe Idea Lounge is open every day of the conference. It offers you one-on-one consulting with iModules and Harris Connect IS staff. Assistance from trainers, application support, and account managers is available; you will need to bring a laptop if you want to access to your site.

Technology ShowcaseThe Technology Showcase is open every day of the conference. It offers you one-on-one time with the iModules Product Development Team to discuss upcoming feature enhancements and review improvements to the design of iModules’ Encompass user interface.

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AND PARTNERS

MEALS, BREAKS, AND SOCIAL EVENTS

(COTTONWOOD, unless otherwise noted)

GENERAL SESSION(COTTONWOOD)

INVITATION-ONLY EVENTS(HAWTHORNE 1 & 2,

unless otherwise noted)

CONTENT MANAGEMENT

(LEATHERWOOD 1)

DATA MANAGEMENT(MAPLE)

8:00 AM – NOON Strategic Advisory Board Meeting

NOON – 1:00 PM Advisory Board Lunch

NOON – 8:00 PM RegistrationTOP OF ESCALATORS, LOBBY LEVEL

1:00 – 3:30 PM Platform Advisory Board Meeting

4:30 – 6:30 PM “Spirit Night” Welcome Reception pg. 4

6:30 PM Dinner | ON YOUR OWN

MO

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Exhibit HallLEATHERWOOD FOYER

(Open 7:30 - 9:00 AM, 9:50 - 10:05 AM, and 11:05 AM - 5:00 PM)

Idea Lounge & Technology ShowcaseCOTTONWOOD FOYER

(Open 11:20 AM - 12:05 PM and 1:25 - 5:00 PM)

Breakfast

8:45 – 9:00 AM Break | ALL FOYERS

9:00 – 9:50 AM Fred’s Keynote pg. 4


10:05 – 11:05 AM 10 for 10 (first half; pg. 4)


11:20 AM – 12:05 PM What to Expect When You’re Expecting pg. 5

Import/Export Training pg. 5

12:05 – 1:25 PM Lunch pg. 6

1:25 – 2:10 PM What Do You Want? RESULTS! pg. 7

2:10 – 2:25 PM Break | ALL FOYERS

2:25 – 3:10 PM Best Practices in Content Management pg. 8

3:10 – 3:25 PM Break with snack | ALL FOYERS

3:25 – 4:10 PM Demystifying Website Redesigns pg. 9

How to Get Your Admins (Back) Under Control pg. 9

4:10 PM Dinner | ON YOUR OWN

5:00 – 6:00 PM Advisory Board Happy Hour RESTAURANT OP 1906

TUES

DAY 7:30 – 8:45 AM


(Open 7:30 - 9:00 AM, 10:00 AM - 1:20 PM, and 2:20 - 5:00 PM)


(Open 10:15 AM - NOON and 2:35 - 5:00 PM)

Breakfast


9:00 – 10:00 AM Lorna Somers Keynote pg. 10


10:15 – 11:00 AM Content Management Training pg. 11


11:15 AM – NOON Content Management Training, continued; pg. 12

NOON – 1:20 PM Lunch pg. 13

1:20 – 2:20 PM 10 for 10 (second half; pg. 13)

2:20 – 2:35 PM Break | ALL FOYERS

2:35 – 3:20 PM Recalibrating Metrics pg. 14

3:20 – 3:35 PM Break with snack | ALL FOYERS

3:35 – 4:20 PM The Medium is the Message pg. 15

Taking Advantage of All Your Data pg. 15

6:30 – 9:00 PM “Fire It Up” Dinner pg. 16PINSTRIPES AT PRAIRIEFIRE

WED

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DAY 7:30 – 8:45 AM


(Open 7:30 - 9:00 AM and 10:00 AM - NOON)


(Open 10:00 AM - NOON)

Breakfast


9:00 – 9:30 AM Fred’s Closing pg. 17

9:30 – 9:45 AM Social Media Awards pg. 17


10:00 – 10:45 AM The News & Events Module pg. 17

Query Building Training pg. 17


11:00 – 11:45 AM

#Sizzler14

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Agenda OverviewGet the program on your mobile device.

clients.imodules.com/sizzler

* indicates a repeated session

EMAIL MARKETING (LEATHERWOOD 2)

ENGAGEMENT STRATEGIES(LEATHERWOOD 3)

EVENT MANAGEMENT(COTTONWOOD 1)

ONLINE GIVING(COTTONWOOD 3)

PRODUCT DEVELOPMENT(COTTONWOOD 2)

IDEA EXCHANGES(HAWTHORNE 1)

FEEDBACK SESSIONS(HAWTHORNE 2)

Planning for Success pg. 6Event Registration Release

Review* pg. 6Helping Donors Visualize the

Impact of Their Gift pg. 6Actionable Insights

Overview* pg. 6Email Marketing pg. 6

Technology Priorities pg. 6

Building Time-Saving Email Templates pg. 7

Engaging Your Global Alumni Community pg. 7

Events Training pg. 7Online Strategies that Rock

pg. 7Product Roadmap* pg. 8 Content Management pg. 7

Membership Management pg. 8

Email Marketing for Alumni Programs and Campus

Partners pg. 8

Making Your Site Mobile Ready* pg. 8

Events Training, contintued; pg. 8 Migration Overview pg. 9 Data Management pg. 8 Online Giving pg. 9

RU Sizzling with Google Analytics? pg. 9

Profile Page Release Review* pg. 9

Crowdfunding in Higher Ed pg. 10

Latest and Greatest iModules Changes* pg. 10

Event Management pg. 10Implementation/

Migration pg. 10

Strategic Consulting pg. 11 Donations Training pg. 11Stability + Reliability +

Security* pg. 11High School pg. 11 Email Marketing pg. 11

A Fun and Simple Twist on Email Marketing pg. 12

Making Your Site Mobile Ready* pg. 12

New Events, “Old Tricks” pg. 12Donations Training, contintued;

pg. 12Actionable Insights

Overview* pg. 12Membership Management

pg. 13Data Management

pg. 12

Email Marketing Training pg. 14

Using Social Media to Engage and Inspire pg. 14

Big Orange Give pg. 14 Product Roadmap pg. 14 Power User pg. 15Event Management

pg. 14

Email Marketing Training, continued; pg. 15

Self-Service Giving and Pledge Display pg. 15

From Crisis to Crowdfunding pg. 15

Latest and Greatest iModules Changes* pg. 16

Professional Schools pg. 16Administrative User

Experience pg. 16

Profile Page Release Review* pg. 17

Online Giving pg. 17 Mobile pg. 17

Mobile Email Templates pg. 17Event Registration Release

Review* pg. 18Micro-Campaigns Equal Mega

Impact pg. 18Stability + Reliability +

Security* pg. 18Social Media pg. 18

Content Management pg. 17

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5 Dinner on your own

7:30 - 8:45 AM

5 BreakfastCottonwood Ballroom, Lobby Level

7:30 - 9:00 AM

�� Exhibit Hall OpenLeatherwood Foyer, Lower Level

8:45 - 9:00 AM

5 Break

9:00 - 9:50 AM

5 Keynote with Fred Weiss | iModules President

Cottonwood Ballroom, Lobby Level

9:50 - 10:05 AM

5 Break


10:05 - 11:05 AM

5 10 for 10 (first half)Cottonwood Ballroom, Lobby Level

Hear the first half of the 10 for 10 presentations. Five clients will speak for 10 minutes each on a variety of topics, giving you fast, great ideas to take back to your organization.

n Leverage Alumni Love to Boost Engagement

Suzanne Clark | Miami University

For Valentine’s Day, Miami University celebrates Miamians who are married to each other. Approximately 14 percent of Miamians marry other Miamians and are referred to as

Sunday8:00 AM - 12:00 PM

�� Strategic Client Advisory Board Meeting

Hawthorne 2, Lower Level

NOTE: This is a closed session for Strategic Client Advisory Board members only.

12:00 - 1:00 PM

�� Client Advisory Boards LunchHawthorne 1, Lower Level

NOTE: This is a closed lunch for Client Advisory Board members only.

12:00 - 8:00 PM

5 Onsite Conference RegistrationLocated at the top of the escalators on the Lobby Level.

1:00 - 3:30 PM

�� Platform Client Advisory Board Meeting


NOTE: This is a closed session for Platform Client Advisory Board members only.

4:30 - 6:30 PM

5 “Spirit Night” Welcome ReceptionCottonwood Ballroom, Lobby Level

We’ve got spirit, how about you?! Sunday night is “Spirit Night” at Sizzler, and this year we’ll be recognizing our most spirited attendees. We encourage you to wear your school colors. So, pack your best gear, bring some props, and make sure to commemorate the evening in the ever-popular photo booth! Network with peers and iModules staff during this relaxed, fun pre-dinner event. Light appetizers and drinks (beer/wine) will be provided.

#Sizzler14

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Schedule with Session DescriptionsMonday

11:05 - 11:20 AM

5 Break

11:05 AM - 5:00 PM


11:20 AM - 12:05 PM

�� Idea Lounge and Technology Showcase Open

Cottonwood Foyer, Lobby Level

Sessions from 11:20 AM - 12:05 PM

�� What to Expect When You’re Expecting a Redesign

Katie Foutz | Augustana CollegeMary Toso | Augustana CollegeContent Management Track – Leatherwood 1, Lower Level

A website redesign is comparable to having a baby – the preparation and anticipation, the birth, and then the raising of a new life. The alumni relations staff at Augustana College literally had a baby during its redesign, and learned a few lessons about expectations and reality along the way. Find out how to decide whether it’s the right time to redesign, what it takes to create a hybrid/responsive design, how to make it affordable, and much more.

Recommended for: General Users (1-2 years iModules experience)

�� Import/Export TrainingCrystal Hickey | iModules TrainerData Management Track – Maple, Lower Level

The Import/Export training will walk you through importing updates into the iModules database, as well as extracting profile updates from iModules.

Recommended for: All Users, specifically those responsible for getting data into, or updates out of, iModules.

“Miami Mergers.” Every year, they receive a valentine and other special offers. This was the five-year anniversary of the Miami Merger Moment, when Miami University broke a Guinness Book Record for most vow renewals at one time. Learn how Miami University uses iModules’ Encompass platform and social media to support this beloved tradition.

o #TJBDAY: 36-Hour Campaign for Scholarships

Ryan Catherwood | University of Virginia

University of Virginia combined the birthday celebration of university founder, Thomas Jefferson, with a gift match challenge to raise money for need-based student scholarships. “TJ’s Birthday Celebration,” or “#TJBDAY,” was orchestrated by the newly joined units of Alumni & Parent Engagement and Annual Giving within University Advancement. The 36-hour campaign incorporated a partnership with the UVA Bookstore, a digital talent show, a phonathon, and more. Learn how University of Virginia used this integrated approach to raise a total of $120,000 in 36 hours.

p Easy Money: Collecting Donations in Events Forms

Jennifer Meiners | Augustana CollegeKatie Foutz | Augustana College

Augustana College has experienced fundraising success in a short time while using events with donations. Learn how to use this function for your next event, and collect gifts and event registrations at the same time.

q Join Us on The QuadAmanda Wilson | American Public University System

Learn how American Public University System engages users from a distance through the exploration of group networks. Hear how engagement is supported and encouraged within different types of group networks through group mentoring, hubs for student and alumni organizations, a Virtual Veteran Center, and general interest groups.

r In Pursuit of the Student MemberJim Karl | Purdue Alumni Association

With a redefined marketing approach and the help of iModules’ Encompass platform, the Purdue Alumni Association developed and executed a successful online Student Membership campaign. Utilizing iModules’ membership, database, and email capabilities, they were able to drive a 150% growth in student sales before students arrived on campus. The percentage of online sales increased dramatically to more than 40% of all pre-arrival sales. The growth of these pre-arrival sales enables the Alumni Association to spend more staff time engaging the students once on campus, rather than simply recruiting them.

Client CornerCalifornia State University, Fresno

CASE Gold Award recipient in Fundraising: Comprehensive Campaigns for The Campaign for Fresno State.

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This presentation outlines the critical steps necessary to develop and launch a unique and effective donor drive.

Recommended for: All Users

�� Actionable Insights OverviewJason Roberts | iModules Senior VP, Customer SuccessJohn White | iModules Director of Product ManagementProduct Development Track – Cottonwood 2, Lobby Level

You process a lot of data and messaging through iModules’ Encompass platform, but what are you doing to leverage that data? In this session, learn how to better focus resources, segment and tailor messages for constituents, and identify key factors among your constituency that can boost online engagement using data gathered through iModules’ Encompass platform. Presenters will discuss how, through actionable, data-driven insights, you can develop more targeted, relevant, and engaged relationships with your constituents.


NOTE: This presentation will be repeated on Tuesday, July 29 from 11:15 AM - 12:00 PM.

�� Technology Priorities Feedback Session

Facilitator: Steve Williams | iModules Director of Development

Facilitator: Troy Anderson | iModules Chief Technology Officer


This is an opportunity to share the technology priorities and requests that would help you utilize the iModules Encompass platform more efficiently. This is one way to influence the direction of iModules and ensure you are receiving products and services that fit your needs.


12:05 - 1:25 PM

5 LunchCottonwood Ballroom, Lobby Level

There will be 14 reserved lunch tables available on a first-come, first-served basis for attendees interested in discussion with their peers in similar roles or organizations. Today, there will be five tables dedicated to Alumni Relations, three to Harris Connect IS, two to Advancement/IT, one to Marketing/Communications, one to Development, one to attendees representing high schools, and one topic-based table reserved for attendees interested in discussing data exchange. Reserved tables are located near the stage and have “Reserved for” signs.

�� Email Marketing Idea ExchangeFacilitator: Andrea Ganier | iModules Senior Account ManagerFacilitator: Chris Smith | iModules Team Lead, Design Services

Email Marketing Track – Hawthorne 1, Lower Level

Discuss email marketing with peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. iModules facilitators will help generate discussion as needed.


�� Planning for Success: How to Create a Strategic Plan for Your Website

Jennifer McGee | iModules Engagement ManagerEngagement Strategies Track - Leatherwood 3, Lower Level

Why is strategic planning important for your website? What does it take to create and implement an effective strategic plan? In this session, we’ll discuss some simple steps you can take to provide direction and focus to your online marketing efforts, and how to take a proactive, rather than reactive, approach to managing your site.

Recommended for: Beginner Users (0-1 year iModules experience)

�� Event Registration Release Review

Mark Werner | iModules Director of Product ManagementMissi Riggin | iModules Business AnalystEvent Management Track - Cottonwood 1, Lobby Level

Learn about the vast improvements recently made to the iModules event registration system. From collecting guest information and registration fees to reporting and administrative enhancements, these major upgrades are sure to increase the efficiency of your event management process.


NOTE: This presentation will be repeated on Wednesday, July 30 from 11:00 - 11:45 AM.

�� Helping Donors Visualize the Impact of Their Gift: The Key to Driving More Generous Gifts

Bruce Kruglak | RecognisisScott Hadley | Worcester Polytechnic InstituteOnline Giving Track – Cottonwood 3, Lobby Level

Explore Worcester Polytechnic Institute’s use of technology to help donors visualize the power of their gifts. With the help of an aerial drone and the creative vision of a board of trustees member, WPI was able to engage donors and boost gifts during a donor drive centered around a class reunion.

#Sizzler14

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�� Engaging Your Global Alumni Community with Online Networking Events

Ashley Hoffman | Brazen CareeristLauren Henry | Carnegie Mellon UniversityEngagement Strategies Track – Leatherwood 3, Lower Level

Your students today are your alumni tomorrow. They went to school to get a head start on their careers and, as alumni, they look to you for ongoing career development. Hosting in-person networking events is a great way to create engagement and offer professional development opportunities to your alumni, but in-person events have cost and geographic limitations. In this presentation, Lauren Henry, Associate Director of Global Networks at Carnegie Mellon University, will discuss how CMU implemented an online networking program that has engaged alumni across the country and around the world. Also joining will be Ashley Hoffman, from Brazen Careerist, the online platform CMU used to help implement their successful, growing initiative.


�� Events TrainingJeanette Maack | iModules Training ManagerEvent Management Track – Cottonwood 1, Lobby Level

The Events training will walk you through the basics of creating events. During the entire 90-minute training session (parts one and two), we will cover the administrative tools used to create registration forms, as well as the associated components (confirmation emails, reports, registering on behalf of a user).


�� Online Strategies that RockJeannette Andreski | The College of WoosterMarissa Evans | The College of WoosterOnline Giving Track – Cottonwood 3, Lobby Level

Learn how The College of Wooster’s Alumni Relations and Annual Giving teams created multiple successful online campaigns that increased engagement and fundraising participation goals. Using a mixture of integrated online marketing and social media techniques, plus a group of engaged online ambassadors, The College of Wooster has seen increases in the number of page likes, shares, comments, and online (continued on the next page)

1:25 - 5:00 PM



Sessions from 1:25 - 2:10 PM

�� Content Management Idea Exchange

Facilitator: Brian Fantasma | iModules Web DesignerFacilitator: Courtney Nichols | iModules Application Consultant

Content Management Track – Hawthorne 1, Lower Level

Discuss content management with peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. iModules facilitators will help generate discussion as needed.


�� What Do You Want? RESULTS! What Do You Need? DATA!

Derek Lavalier | Concordia University, St. PaulStaci Poole | Concordia University, St. PaulData Management Track – Maple, Lower Level

Do you ever feel overwhelmed by your organization’s data, or simply not know what to do with it? Learn how to keep your data clean, use it strategically, and make it work most efficiently for your benefit within iModules’ Encompass platform. This presentation provides a clear “before and after” picture of improved results driven by data. You will see examples of what to do and what not to do, as well as gain insight into improving communication between online and offline databases.


�� Building Time-Saving Email Templates

Chris Smith | iModules Team Lead, Design ServicesEmail Marketing Track – Leatherwood 2, Lower Level

We’ve all been there: that last-minute email that needed to go out by 5 o’clock was supposed to be so simple, but it turned out to be much more complex. Join Chris Smith, from the iModules Design Services team, as he discusses a few best practices and techniques that will help get emails out the door and keep you sane in the process.


Client CornerHarvard University

CASE Gold Award recipient in News and Research Videos for Brick by Brick: Long after Chile’s deadly earthquake, Harvard continues to help rebuild.

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�� Data Management Idea ExchangeFacilitator: Alice Njuguna | iModules Data Services EngineerFacilitator: Tara Lytle | iModules Implementation Project Manager

Data Management Track – Hawthorne 1, Lower Level

Discuss data management with peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. iModules facilitators will help generate discussion as needed.


�� Email Marketing for Alumni Programs and Campus Partners

Suzanne Clark | Miami UniversityEmail Marketing Track – Leatherwood 2, Lower Level

This session will provide an overview of Miami University’s email marketing strategies and the statistical reports they use to support their policies and procedures. Suzanne will demonstrate how they are able to provide email marketing services to their campus partners, including creating and distributing communication pieces while maintaining the integrity of their email lists; making recommendations on best practices; and providing statistics for open rates and click-through results to use for future emails.


�� Making Your Site Mobile ReadyChris Smith | iModules Team Lead, Design ServicesMark Werner | iModules Director of Product ManagementEngagement Strategies Track – Leatherwood 3, Lower Level

Mobile engagement is a priority for iModules. In this session, Chris and Mark will review the components of the iModules mobile design, product capabilities, and administrative tools for deployment of your communication and engagement efforts across mobile devices. Bring your questions and feedback on how iModules can continue to enhance this important solution.


NOTE: This presentation will be repeated on Tuesday, July 29 from 11:15 AM - 12:00 PM.

�� Events Training (continued from 1:25 PM)Jeanette Maack | iModules Training ManagerEvent Management Track – Cottonwood 1, Lobby Level

The Events training will walk you through the basics of creating events. During the entire 90-minute training session (parts one and two), we will cover the administrative tools used to create registration forms, as well as the associated components (confirmation emails, reports, registering on behalf of a user).


gifts, while maintaining a solid email open rate of 34 percent.


�� iModules Product RoadmapMark Werner | iModules Director of Product DevelopmentTroy Anderson | iModules Chief Technology OfficerProduct Development Track – Cottonwood 2, Lobby Level

If you’re interested in learning about upcoming platform and product enhancements that iModules is developing, then this session is for you! Troy and Mark will discuss what’s next for the system infrastructure, architecture, and the main product upgrades that the iModules Product and Development teams will be working on in the coming year.


NOTE: This presentation will be repeated on Tuesday, July 29 from 2:35 - 3:20 PM.

�� Membership Management Feedback Session

Facilitator: Brendan Murphy | iModules Solution Engineer Facilitator: Josh Bourdon | iModules Web Architect IHawthorne 2, Lower Level

This is an opportunity to voice requests for enhancements and new features you’d like to see in the iModules Membership Management module. This is one way to influence the direction of iModules and ensure you are receiving products and services that fit your needs.


2:10 - 2:25 PM

5 Break


�� Best Practices in Content Management

Craig Juneau | iModules Web DesignerContent Management Track – Leatherwood 1, Lower Level

It’s going to take some work, but having fit content is well worth it. This website content management primer will help you gain new insight into how to burn off the bloat and get content mobile ready. Join Craig Juneau, from the iModules Design Services team, to learn how to start making the HTML and WYSIWYG (What-You-See-Is-What-You-Get) editor work for you, long after Sizzler is over.


#Sizzler14

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was given access, with no training or oversight, resulting in more than 250 admins in one iModules community. Within 90 days, Lesley had developed a comprehensive (and mandatory) training program; created policies and standard operating procedures for granting access and admin management; stopped the unnecessary flood of calls and emails to iModules’ Application Support; and reduced the number of admins by 30 percent. She is now working with the iModules Strategic Consulting team to clean up the backend even further through a detailed site assessment and analysis. Whether you have 100 admins or 10, it’s essential to create a structured administrator management system, and Lesley will share her insights on how to do just that.


�� RU Sizzling with Google Analytics?Ayesha Gougouehi | Rutgers, The State University of New JerseyKaitlyn Zullo | Rutgers, The State University of New JerseyLaura Stanik | Rutgers, The State University of New JerseyNicole Chasan| Rutgers, The State University of New Jersey

Email Marketing Track – Leatherwood 2, Lower Level

Moving away from feeling-based decisions in favor of data-driven email marketing can prevent major email overload, and Rutgers University has some sizzling results to share. Learn how to effectively set up Google Analytics campaigns that can be implemented across marketing efforts; integrate Google Analytics tracking with iModules email reporting; and understand the results. Whether you are new to, or experienced in, the art of all things iModules and Google Analytics, this session is sure to help change your conversations with colleagues, transform your outreach efforts, and make your email marketing sizzle. #RUSizzling14


�� Profile Page Release ReviewMark Werner | iModules Director of Product ManagementEngagement Strategies Track – Leatherwood 3, Lower Level

The member profile page has been completely rebuilt from the ground up. This session will walk you through all of the components of this lighter, mobile-optimized profile page. See how a completely new interface for collecting data and visibility settings, along with a new social integration capability, greatly increase ease of use for your constituents.


NOTE: This presentation will be repeated on Wednesday, July 30 from 10:00 - 10:45 AM.

�� Online Giving Feedback SessionFacilitator: Matt Regier| iModules Web Developer IFacilitator: Michael Nigro | iModules Strategic Account Manager, Team Lead

Online Giving Track – Hawthorne 2, Lower Level

This is an opportunity to voice requests for enhancements and new features you’d like to see in the iModules Online Giving module. This is one way to influence the direction of iModules and ensure you are receiving products and services that fit your needs.


�� Migration OverviewJennifer McGee |iModules Engagement ManagerProduct Development Track – Cottonwood 2, Lobby Level

Jennifer McGee, Engagement Manager, will review the iModules implementation methodology and key milestones, as well as general resource requirements for migration to iModules. Also discussed will be site configuration and data mapping considerations and identifying your project goals.


NOTE: This is a closed session for Harris Connect IS clients only.

3:10 - 3:25 PM

5 Break with snack


�� Demystifying Website RedesignsChris Grosdidier | iModules Implementation Project ManagerChris Smith | iModules Team Lead, Design ServicesContent Management Track – Leatherwood 1, Lower Level

Join the Design and Implementation experts at iModules as they explain and illustrate the processes of a website redesign. Hear how some of your peers have collected statistics and user feedback to build more effective websites. Learn about your design options, as well as the time and resources needed for a successful redesign project.


�� How to Get Your Admins (Back) Under Control

Lesley Thompson | University of DenverData Management Track – Maple, Lower Level

When Lesley Thompson started at the University of Denver in April 2013, there was little to no internal management of iModules’ Encompass platform and no documented process for managing administrators. Anyone who wanted access

Client CornerMcMaster University

CASE Gold Award recipient in Strategic Communications: Media Relations Programs and Projects for Finding Treasure in the McMaster Library Archives.

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5 Dinner on your own

5:00 - 6:00 PM

�� Client Advisory Boards Happy HourRestaurant OP 1906, located behind the lobby bar

NOTE: This is a closed event for Client Advisory Board members only.

7:30 - 8:45 AM


7:30 - 9:00 AM


8:45 - 9:00 AM

5 Break

9:00 - 10:00 AM

5 Keynote with Lorna SomersLorna Somers | VP, McMaster University Foundation, Director of Development at McMaster UniversityCottonwood Ballroom, Lobby Level

�� Event Management Idea ExchangeFacilitator: Brendon Woodworth | iModules Application ConsultantFacilitator: Crystal Hickey | iModules Trainer

Event Management Track – Hawthorne 1, Lower Level

Discuss event management with peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. iModules facilitators will help generate discussion as needed.


�� Crowdfunding in Higher Ed: Reboot Your Philanthropic Culture with iModules

Alysea McDonald | Temple UniversityVivienne Dobbs | Temple UniversityOnline Giving Track – Cottonwood 3, Lobby Level

Crowdfunding: It’s the buzzword of the year, but what does it mean? Crowdfunding is a fundraising method by which individuals or small groups get support for projects and initiatives by leveraging networks of friends, family, and colleagues. Though this method of raising dollars isn’t new, it has recently become a powerful strategy in the digital world. Learn how Temple University utilized iModules’ Encompass platform to build a scalable, sustainable, and cost-effective fundraising infrastructure.


�� iModules Training — Latest and Greatest iModules Changes

Jeanette Maack | iModules Training ManagerProduct Development Track – Cottonwood 2, Lobby Level

During the past several releases, some marvelous enhancements have been added to your site. In case you missed them or aren’t leveraging them, this session will walk you through these great enhancements that are available at no cost.


NOTE: This presentation will be repeated on Tuesday, July 29 from 3:35 - 4:20 PM.

�� Implementation/Migration Feedback Session

Facilitator: Amy Horton | iModules Team Lead, Implementation

Facilitator: Gail Palmer | iModules VP, Business Development


This is an opportunity for you to provide feedback about the iModules implementation and Harris Connect IS migration processes directly to the leads of the Implementation and Sales teams. This is one way to influence the direction of iModules and ensure you are receiving products and services that fit your needs.


Lorna Somers has been working in University Advancement at McMaster University since 1988. During that time, she has been involved in the establishment and growth of the Annual Fund, Gift Planning, and Major and Principal Giving. She has been Campaign Director for two university-wide comprehensive campaigns (Changing Tomorrow Today 2001 and The Campaign for McMaster 2010) in addition to directing a series of targeted campaigns for Athletics and the Museum of Art, two campaigns for Scholarships & Bursaries, the Student Centre, and for the Centre for Learning & Discovery. Somers currently focuses her attention on working closely with senior academic leaders and volunteers to secure principal-level gifts — most notably, the largest cash gift to a Canadian university.

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Schedule with Session DescriptionsTuesday

engagement efforts compare with your peer or “aspirational” institutions? Could you use some assistance with defining and implementing a strategic direction? Mirko will provide examples of how you can optimize your use of iModules’ Encompass platform, communicate more effectively with your constituents, and measure progress toward your engagement goals. Lesley Thompson, from the University of Denver, will share her experience with strategic consulting and ways it has helped her institution gain a better understanding of how they can use iModules’ Encompass platform to meet their engagement goals.


�� Donations TrainingJonathan Burnos | iModules TrainerOnline Giving Track – Cottonwood 3, Lobby Level

iModules makes online giving convenient and easy for constituents, and decreases administrative work for your office. Join this 90-minute training session to learn the ins and outs of online campaign design, including payments, designations, and automated features of the tool.


�� Stability + Reliability + Security = iModules Business Continuity Plans

Troy Anderson | iModules Chief Technology OfficerProduct Development Track – Cottonwood 2, Lobby Level

Substantial investments in our people, processes, and infrastructure have and will continue to be made to support our clients by bolstering our platform. By the end of this year, 2014, iModules will have made substantial improvements and our disaster recovery and business continuity plans will get better and better. Come to this session to learn more about our plans from Troy Anderson, iModules CTO.


NOTE: This presentation will be repeated Wednesday, July 30 from 11:00 - 11:45 AM.

�� High School Idea ExchangeFacilitator: Katie Duncan | iModules Account ManagerFacilitator: Tim Scalzitti | iModules Account ManagerHawthorne 1, Lower Level

This session is for high school iModules users to discuss best practices, including events, email marketing, donations, and content management. (continued on the next page)

10:00 - 10:15 AM

5 Break

10:00 AM - 1:20 PM


10:15 AM - 12:00 PM



Sessions from 10:15 - 11:00 AM

�� Content Management TrainingCrystal Hickey | iModules TrainerContent Management Track – Leatherwood 1, Lower Level

Content Management is a two-part training that takes administrators through the tools and features for creating and organizing the site pages and content. During this 90-minute training, part one will focus on the creation and organization of pages, as well as adjusting their properties and adding content and news modules; part two will continue to focus on adding the remaining module types, as well as on assigning content administrative rights and approving content for publication.


�� Email Marketing Feedback SessionFacilitator: Damon James | iModules User Experience DeveloperFacilitator: Mark Werner | iModules Director of Product Management

Email Marketing Track – Hawthorne 2, Lower Level

This is an opportunity to voice requests for enhancements and new features you’d like to see in the iModules Email Marketing module. This is one way to influence the direction of iModules and ensure you are receiving products and services that fit your needs.


�� Strategic Consulting: Set Goals and Increase Engagement

Lesley Thompson | University of Denver Mirko Widenhorn | iModules Account Manager/Strategic Consultant

Engagement Strategies Track – Leatherwood 3, Lower Level

Are you constantly searching for ways to measure and increase constituent engagement? Curious about how your

Client CornerNorth Carolina State University

CASE Gold Award recipient in Digital Communications: Best Uses of Social Media for NC State Social Media - Hunt Library.

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�� Making Your Site Mobile ReadyChris Smith | iModules Team Lead, Design ServicesMark Werner | iModules Director of Product ManagementEngagement Strategies Track – Leatherwood 3, Lower Level

Mobile engagement is a priority for iModules. In this session, Chris and Mark will review the components of the iModules mobile design, product capabilities, and administrative tools for deployment of your communication and engagement efforts across mobile devices. Bring your questions and feedback on how iModules can continue to enhance these important solutions.


NOTE: This presentation is also offered on Monday, July 28 from 2:25 - 3:10 PM.

�� New Events, “Old Tricks”: Advanced Event Functionality

Brendon Woodworth | iModules Application ConsultantChris Anderson | iModules Application ConsultantEvent Management Track – Cottonwood 1, Lobby Level

Out with the old in with new! Building complex events can be tough, but it doesn’t have to be. Join Brendon and Chris from the iModules Professional Services team as they review tips, tricks, and best practices from the past and how they translate to today.

Recommended for: Advanced Users (2+ years iModules experience)

�� Donations Training (continued from 10:15 AM)

Jonathan Burnos | iModules TrainerOnline Giving Track – Cottonwood 3, Lobby Level

iModules makes online giving convenient and easy for constituents, and decreases administrative work for your office. Join this 90-minute training session to learn the ins and outs of online campaign design, including payments, designations, and automated features of the tool.


�� Actionable Insights OverviewJason Roberts | iModules Senior VP, Customer SuccessJohn White | iModules Director of Product ManagementProduct Development Track – Cottonwood 2, Lobby Level

You process a lot of data and messaging through iModules’ Encompass platform, but what are you doing to leverage that data? In this session, learn how to better focus resources, segment and tailor messages for constituents, and identify key factors among your constituency that can boost online engagement using data gathered through iModules’ Encompass platform. Presenters will discuss how, through

During this session, you will examine which efforts have worked and which haven’t; gain ideas from peers; and brainstorm new ideas. An iModules facilitator will help generate discussion as needed.

Recommended for: High School Users

11:00 - 11:15 AM

5 Break

Sessions from 11:15 AM - 12:00 PM

�� Content Management Training (continued from 10:15 AM)

Crystal Hickey | iModules TrainerContent Management Track – Leatherwood 1, Lower Level

Content Management is a two-part training that takes administrators through the tools and features for creating and organizing site pages and content. During this 90-minute training, part one will focus on the creation and organization of pages, as well as adjusting their properties and adding content and news modules to those pages; part two will continue to focus on adding the remaining module types, as well as assigning content administrative rights and approving content for publication.


�� Data Management Feedback Session

Facilitator: Gary Overmoyer | iModules Business Intelligence DeveloperFacilitator: Raoul Elias | iModules Lead Web Architect

Data Management Track – Hawthorne 2, Lower Level

This is an opportunity to voice requests for enhancements and new features you’d like to see in the iModules Data Management module. This is one way to influence the direction of iModules and ensure you are receiving products and services that fit your needs.


�� A Fun and Simple Twist on Email Marketing

Ry Colman | Mizzou Alumni AssociationEmail Marketing Track – Leatherwood 2, Lower Level

Hear about Mizzou Alumni Association’s award-winning program, Touch Point Messaging (2014 CASE District VI Gold in Alumni Relations Programs – Marketing and Branding), and learn how to maximize constituent engagement through email marketing that capitalizes on “touch points” such as holidays, anniversaries, and other days of interest.


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discuss methods for discovering and integrating numerous constituent groups into your new site.

t #valpoday: How Valparaiso University Used Email Marketing and Social Media for Day of Giving

Jill Clark | Valparaiso University Liz Arizpe | Valparaiso University

During Valparaiso University’s inaugural Day of Giving on April 9, 2014, they received an astounding $285,674 in total gifts from 1,881 donors. With 274 of the 1,885 donors being first-time donors, they increased alumni participation by 1% in just one day. Utilizing social media and email marketing to solicit donors, the university almost tripled their original goal.

u Many Happy Returns: Using Birthday Greetings to Drive Data Collection

Bill Gangluff | University of Notre Dame

We’ve all seen them — feel-good emails and videos to celebrate alumni birthdays. In 2014, the Notre Dame Alumni Association launched a new twist on the idea. Learn how they found a creative concept that caused alumni to update their profile data, in addition to making them feel special.

v Employee Giving for DummiesPhilip Garland | University of San Diego

Learn how the University of San Diego developed and executed their inaugural Employee Giving Campaign on a (somewhat) apathetic campus.

w Driving Traffic, Mobile Readiness, and Target Marketing

David Haas | Northern Illinois University

Discover how easy it is to drive traffic to your website through social media, targeted email campaigns, and harnessing mobile technology. Hear tips and tricks from the Northern Illinois University Alumni Association about how to dramatically increase website traffic.

2:20 - 2:35 PM

5 Break

actionable, data-driven insights, you can develop more targeted, relevant, and engaged relationships with your constituents.


NOTE: This presentation is also offered on Monday, July 28 from 11:20 AM - 12:05 PM.

�� Membership Management Idea Exchange

Facilitator: Andrea Ganier | iModules Senior Account ManagerFacilitator: Creighton Coover | iModules Senior Account Manager


Discuss membership management with peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. iModules facilitators will help generate discussion as needed.


12:00 - 1:20 PM

5 LunchCottonwood Ballroom, Lobby Level

There will be 19 reserved lunch tables available on a first-come, first-served basis for attendees interested in discussion with their peers in similar roles or organizations. Today, there will be five tables dedicated to Alumni Relations, six to The Raiser’s Edge clients, three to Harris Connect IS, two to Advancement/IT, one to Marketing/Communications, one to Development, and one to attendees representing high schools. These tables are located near the stage and have “Reserved for” signs.

1:20 - 2:20 PM

5 10 for 10 (second half)Cottonwood Ballroom, Lobby Level

Hear the second half of the 10 for 10 presentations. Five clients will speak for 10 minutes each on a variety of topics, giving you fast, great ideas to take back to your organization.

s Launching Without Leaving Anyone Behind — Designing for Multiple Audiences

Abigayle Large | Saint Joseph’s University

Many organizations have multiple audiences with whom they are trying to communicate. Pre-launch is the perfect time to identify, label, and incorporate both current and potential audiences into your site planning. This presentation will

Client CornerPhillips Exeter Academy

CASE Gold Award recipient in Collaborative Programs: Single Institutions for Thank a Donor Day.

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prone to applying traditional strategies to a nontraditional medium. This session is a celebration of what’s right, best, and next with social media, regardless of the age of the audience. Three essential steps will be covered: Engagement, Connection, and Action. Join us for some amazing examples and humorous discussion while recharging your virtual batteries in a world of overwhelming content.


�� Event Management Feedback Session

Facilitator: Josh Bourdon | iModules Web Architect IFacilitator: Missi Riggin | iModules Business AnalystEvent Management Track – Hawthorne 2, Lower Level

This is an opportunity to voice requests for enhancements and new feataures you’d like to see in the iModules Event Management module. This is one way to influence the direction of iModules and ensure you are receiving products and services that fit your needs.


�� Big Orange Give: Or, How I Learned to Stop Worrying and Love the Money Bomb

Darren Hughes | The University of TennesseeOnline Giving Track – Cottonwood 3, Lobby Level

Learn how The University of Tennessee turned its Big Orange Give fundraising initiative into a communications success that exceeded all expectations while raising $250,105 in 125 hours. This presentation will provide a data-driven overview of how a large fundraising effort doubled its original dollar amount goal by focusing on major communication priorities and using social media, email marketing, and iModules’ Encompass platform.


�� iModules Product RoadmapMark Werner | iModules Director of Product ManagementTroy Anderson | iModules Chief Technology OfficerProduct Development Track – Cottonwood 2, Lobby Level

If you’re interested in learning about upcoming platform and product enhancements that iModules is developing, then this session is for you! Troy and Mark will discuss what’s next for the system infrastructure, architecture, and the main product upgrades that the iModules product and development teams will be working on in the coming year.



2:20 - 5:00 PM


2:35 - 5:00 PM




�� Recalibrating Metrics in the Context of a Relaunch

Becky Vardaman | Converge ConsultingMark Welch | University of Notre DamePaul Weikel | University of Notre DameContent Management Track – Leatherwood 1, Lower Level

The University of Notre Dame’s myNotreDame website might be new, but it still serves the same alumni audience. The relaunch was an excellent opportunity not only to refocus the website goals toward content and engagement, but also to assess the setup and strategy of the analytics. With any relaunch, metrics such as pageviews, time on site, and pages per visit likely will shift. Specific audience goals were defined to find the most consistent benchmarks from the old site to the new. Join the University of Notre Dame to learn how they assessed their current setup, made a strategic plan to track many club sites, mapped institutional goals to the new website, and executed with tools like Google Tag Manager (GTM) and Universal Analytics.


�� Email Marketing TrainingJeremy Allen | iModules TrainerEmail Marketing Track – Leatherwood 2, Lower Level

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 promotions to monthly e-newsletters, join this 90-minute training session to learn how to build and send relevant and effective emails to your constituents.


�� Using Social Media to Engage and Inspire Your Alumni and Donors

Lynne Wester | University of North CarolinaEngagement Strategies Track – Leatherwood 3, Lower Level

Social media can be a robust tool to help further the mission of your institution. In higher education, we are far too often

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�� Email Marketing Training (continued from 2:35 PM)

Jeremy Allen | iModules TrainerEmail Marketing Track – Leatherwood 2, Lower Level

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 promotions to monthly e-newsletters, join this 90-minute session to learn how to build and send relevant and effective emails to your constituents.


�� Self-Service Giving and Pledge Display

Brendon Woodworth | iModules Application ConsultantCourtney Nichols | iModules Application ConsultantEngagement Strategies Track – Leatherwood 3, Lower Level

Have you ever thought about giving your constituents a way to see their giving and pledge history by just logging into the system? Join experts from iModules’ Professional Services, Courtney and Brendon, as they guide you through how to create a self-service giving and pledge display.

Recommended for: General and Advanced Users (1-2+ years

iModules experience)

�� From Crisis to Crowdfunding: Spinning Disaster into Fundraising Success

Amy Martin | University of Southern Mississippi FoundationMegan Burkes | University of Southern Mississippi FoundationOnline Giving Track – Cottonwood 3, Lobby Level

Hear how the University of Southern Mississippi Foundation planned and executed a successful crowdfunding campaign in a crunch after a natural disaster in 2013. The Southern Miss Campus Beautification Day of Giving raised $130,234.46 in 24 hours to help restore the damage to the University’s campus. Using what they learned from the day of giving, the USM Foundation planned another crowdfunding event on a much larger scale. The Southern Miss Gold Rush, which was held March 25-26, (continued on the next page)

�� Power User Idea ExchangeFacilitator: Jonathan Burnos | iModules TrainerFacilitator: Michael Nigro | iModules Strategic Account Manager, Team LeadHawthorne 1, Lower Level

This session is for advanced Encompass users who have had their sites launched for at least two years 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. iModules facilitators will help generate discussion as needed.


3:20 - 3:35 PM

5 Break with snack


�� The Medium is the MessageMallory Wood | mStoner, Inc.Content Management Track – Leatherwood 1, Lower Level

Many of us are simply repurposing content verbatim on our sites, Facebook, Twitter, LinkedIn, Tumblr, YouTube, and more. But, to succeed, we need to tailor the type and delivery of content to the platform for it to truly resonate with our followers. And we must integrate our content across online and offline channels. This session will explore successful brand voices tailored specifically for different social networks and showcase a number of case studies highlighting effective integrated marketing campaigns from admissions and advancement offices at institutions nationwide.

Recommended for: General and Advanced Users (1+ years

iModules experience)

�� Taking Advantage of All Your DataMirko Widenhorn | iModules Account Manager/Strategic Consultant

Data Management Track – Maple, Lower Level

Learn multiple techniques to ensure your data is accurately synched between your offline and online databases. Discover best practices that make the job easier, ways to encourage your constituents to update their data, and ideas to help you utilize data more efficiently. Finally, gain insight into how to use data to provide constituents with a more personalized, relevant user experience.


Client CornerThe University of Tennessee

CASE Silver Award recipient in Digital Communications: Best Uses of Social Media for Big Orange Give. Attend The University of Tennessee’s presentation on Tuesday at 2:35 p.m. in Cottonwood 3. (pg. 14)

Wednesday

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networking with peers and iModules staff in the bowling lanes, the bocce court, or in the Sizzler photo booth! You won’t go hungry, either. Dine on Pinstripes’ fine Italian/American cuisine, enjoy the house wines, or grab a craft beer if that’s what you prefer. Transportation will be provided.

Game on!

7:30 - 8:45 AM


7:30 - 9:00 AM


8:45 - 9:00 AM

5 Break

9:00 - 9:30 AM

5 Closing with Fred Weiss | President of iModules

Cottonwood Ballroom, Lobby Level

9:30 - 9:45 AM

5 Social Media AwardsCottonwood Ballroom, Lobby Level

Are you a social media fanatic? Well, we’ve got just the thing for you...the Social Media Awards! You could win $100 by being the top tweeter, having the most retweets, or being Fred’s favorite Instagram® photographer. Get the buzz started and keep it going by referencing #Sizzler14 in all your social media posts and updates!

9:45 - 10:00 AM

5 Break

10:00 AM - 12:00 PM �� Exhibit Hall Open

Leatherwood Foyer, Lower Level

2014, raised $200,391.90 in just 36 hours. Presenters will share their campaign timeline and crowdfunding best practices. Attendees will learn how to amplify giving using social media, iModules’ Encompass platform, and a limited budget.


�� iModules Training — Latest and Greatest iModules Changes

Jeanette Maack | iModules Training ManagerProduct Development Track – Cottonwood 2, Lobby Level

During the past several releases, some marvelous enhancements have been added to your site. In case you missed them or aren’t leveraging them, this session will walk you through these great enhancements that are available at no cost.



�� Professional Schools Idea ExchangeFacilitator: Andrea Ganier | iModules Senior Account ManagerFacilitator: Ashley Degen | iModules Implementation Project Manager


A roundtable discussion for all professional institutions: schools that don’t have mascots, football teams, or homecoming weekends use iModules’ Encompass platform in a different way. Come prepared to share your ideas and strategies on how iModules works for your professional school. iModules facilitators will help generate discussion as needed.


�� Administrative User Experience Feedback Session

Facilitator: Damon James | iModules User Experience DeveloperFacilitator: Mark Werner | iModules Director of Product Management


This is an opportunity to voice requests for enhancements and new features you’d like to see that would improve the administrative user experience. This is one way to influence the direction of iModules and ensure you are receiving products and services that fit your needs.


6:30 - 9:00 PM

5 “Fire It Up” DinnerPinstripes at Prairiefire

Strikingly good food and fun! Join us at the Midwest-based bowling and bocce bistro in Overland Park. Enjoy time

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�� Mobile Feedback SessionFacilitator: Chris Smith | iModules Team Lead, Design ServicesFacilitator: Damon James | iModules User Experience DeveloperHawthorne 2, Lower Level

This is an opportunity to voice requests for enhancements and new features you’d like to see iModules pursue within the mobile experience. This is one way to influence the direction of iModules and ensure you are receiving products and services that fit your needs.


10:45 - 11:00 AM

5 Break


�� Content Management Feedback Session

Facilitator: Craig Juneau | iModules Web DesignerFacilitator: Jason Johnston | iModules Web Developer IIHawthorne 2, Lower Level

This is an opportunity to voice requests for enhancements and new features you’d like to see in the iModules Content Managment module. This is one way to influence the direction of iModules and ensure you are receiving products and services that fit your needs.


�� Mobile Email Templates: It’s Time to Go Responsive!

Chris Smith | iModules Team Lead, Design ServicesEmail Marketing Track – Leatherwood 2, Lower Level

Email opens on mobile devices are on the rise. If your emails don’t look good on all devices your message may be overlooked. Join Chris Smith, from the iModules Design Services team, as he gives attendees some tips on the Mobile Ready email templates that will help you hit the ground running. We’ll be diving into a lot of HTML/CSS; this session is not for the faint of heart.





�� The News & Events Modules: The Power of Patterned Content

Erin Messel | iModules Web DesignerContent Management Track – Leatherwood 1, Lower Level

News and Events module listing formats can spice up your content, from photo galleries to staff directories. Join Erin from the iModules Design Services team and learn how to use these valuable patterned modules and make them work for you and your content.


�� Query Building TrainingJeremy Allen | iModules TrainerData Management Track – Maple, Lower Level

Query Building looks at how administrators can create a list of constituent records through a variety of filters, save these filters for future use, and take actions with their collected list of records. The session will take you through the build process of a query while demonstrating the variety of options available for the records you have collected, including building a recipient list for Email Marketing.


�� Profile Page Release ReviewMark Werner | iModules Director of Product ManagementEngagement Strategies Track – Leatherwood 3, Lower Level

The member profile page has been completely rebuilt from the ground up. This session will walk you through all of the components of this lighter, mobile-optimized profile page. See how a completely new interface for collecting data and visibility settings, along with a new social integration capability, greatly increase ease of use for your constituents.



�� Online Giving Idea ExchangeFacilitator: Jonathan Burnos | iModules TrainerFacilitator: Sabrina Goldman | iModules Team Lead, Professional Services

Online Giving Track – Hawthorne 1, Lower Level

Discuss online giving with peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. iModules facilitators will help generate ideas as needed.


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Client CornerUniversity of Louisville

CASE Gold Award recipient in Fundraising: Comprehensive Campaigns for Charting Our Course: the Campaign for Kentucky’s Premier Metropolitan Research University.

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Watch Your Inbox!Was there a mind-blowing presentation? Want to hear more about a certain topic next year? Or perhaps you have an idea for future Sizzlers!

At the end of each conference day you will be emailed a short survey. Your feedback is very important to us and learning about the Sizzler experience through your eyes is one of the ways we elevate the conference each year. We thank you in advance for taking a few brief moments to share your thoughts, ideas, and reviews.

Don’t Forget What You’ve Learned!Sizzler presentations will be available for download the week of August 18, 2014.

To download presentation materials:1. Access the Sizzler website at clients.imodules.com/sizzler2. Click “Program”2. Select the day of the presentation3. Click “Learn More” under the presentation4. Click “Download the presentation”

�� Social Media Idea ExchangeFacilitator: Brenda Fraser | iModules Marketing ManagerFacilitator: Joe Wiggins | iModules Account ManagerEngagement Strategies Track – Hawthorne 1, Lower Level

Discuss social media with your peers. Examine which efforts have worked and which haven’t; learn tips and best practices; and brainstorm new ideas. iModules facilitators will help generate discussion as needed.


�� Event Registration Release Review

Mark Werner | iModules Director of Product ManagementMissi Riggin | iModules Business AnalystEvent Management Track – Cottonwood 1, Lobby Level

Learn about the vast improvements recently made to the iModules event registration system. From collecting guest information and registration fees to reporting and administrative enhancements, these major upgrades are sure to increase the efficiency of your event management process.


NOTE: This presentation is also offered on Monday, July 28 from 11:20 AM - 12:05 PM.

�� Micro-Campaigns Equal Mega Impact

Courtney Nichols | iModules Application ConsultantCreighton Coover | iModules Senior Account ManagerOnline Giving Track – Cottonwood 3, Lobby Level

Day of Giving, or micro, campaigns are a great method for raising significant amounts of money in a short period of time. Whether you have several weeks or just a few days to prepare a campaign, this presentation will cover a few strategies to help you achieve goals and increase constituent engagement. Attendees will also see examples of successful campaigns executed by multiple iModules clients. This session is a great jumping off point for attendees considering implementing their own Day of Giving campaign.


�� Stability + Reliability + Security = iModules Business Continuity Plans

Troy Anderson | iModules Chief Technology OfficerProduct Development Track – Cottonwood 2, Lobby Level

Substantial investments in our people, processes, and infrastructure have and will continue to be made to support our clients by bolstering our platform. By the end of this year, 2014, iModules will have made substantial improvements and our disaster recovery and business continuity plans will

get better and better. Come to this session to learn more about our plans from Troy Anderson, iModules CTO.


NOTE: This presentation is also offered on Tuesday, July 29 from 10:15 - 11:00 AM.

11:45 AM

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Onsite Registration Information Desk Technology Kiosk Charging Station

Sheraton Overland ParkLobby Level

1. Sheraton Fitness2. Birch Room3. Willow Room4. Sheraton Link Cafe

1. Business Center2. Maple Room3. Leatherwood Ballroom 3a. Leatherwood 1 3b. Leatherwood 2 3c. Leatherwood 34. Hawthorne 4a. Hawthorne 1 4b. Hawthorne 25. Linden6. Redbud7. Juniper

Lower Level

Idea Lounge Technology Showcase

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General Information

Information DeskIf you lose a personal item, have any questions, or just need to be pointed in the right direction, please find a friendly iModules staff member at the Information Desk located at the top of the escalators. The Information Desk will be open Sunday from noon to 8 p.m., Monday from 7:30 a.m. to 5 p.m., Tuesday from 7:30 a.m. to 5 p.m., and Wednesday from 7:30 a.m. to noon.

Safety ReminderAlthough the hotel and conference are staffed with security personnel, please take every precaution to maintain your personal safety. We anticipate a safe conference, but please make yourself aware of the hotel emergency exits, lock your hotel doors at all times, and report any suscispious activities to security personnel immediately.

Shuttle TransportationThe Sheraton is providing free shuttles to Park Place and Town Center Plaza on Sunday from 6:00 to 10:00 p.m. and Monday from 5:00 to 10:00 p.m. for dinner on your own. Shuttles will run continuously every 15 minutes and depart from the main lobby entrance.

iModules will be providing shuttles on Tuesday evening starting at 6:00 p.m. to transport attendees to Pinstripes for the “Fire It Up” Dinner. The shuttles will run continuously between the Sheraton and Pinstripes until 10:30 p.m., and will depart from the lower level entrance, near the Maple meeting room.

Get “iModules Certified”Upon completion of each training offering (some sessions are 90 minutes with a 15-minute break), attendees will earn a Certificate of Completion, which they can pick up at the Information Desk.

Dietary RestrictionsIf you indicated a dietary restriction during online registration, you should have received a card during onsite registration. Please show the card to any Sheraton banquet staff member should the buffet not meet your needs and they will bring you an appropriate meal.

Wireless AccessTo help you stay connected, there is free wireless Internet access provided during the conference. In your guest room, you will need to locate the “SheratonGuestRoom” wireless network and enter the password “sizzler14” to access the Internet. While in conference sessions, you will need to locate the “SheratonMeeting” network and enter the password “sizzler14”.

Name TagsYou must to wear your name tag to the “Fire It Up” Dinner at Pinstripes. We need to ensure that only registered attendees have access to the event.

Need to find an iModules or Harris Connect IS staff member? Keep an eye out for their silver name tags.

Battery Running Low?We are providing a charging station with power strips at the Information Desk so that you may charge your electronic devices. iModules does not provide chargers or accept responsibility for personal property left unattended.

Photography and VideoDuring the conference, a professional photographer will be taking candid photographs. There will also be a professional video crew recording the 10 for 10 presentations, and iModules may also be conducting “on the street” interviews. Photographs and video will be used on the iModules website, in email marketing, and social media outlets to promote the Sizzler User Conference.

General Information

Join the ConversationHave an “Aha!” moment? Don’t forget to talk about your conference experiences on Twitter® by using #Sizzler14, and connect with us using @imodules.

Ideas. Best Practices. Networking. Join the private iModules Client Networking group on Facebook®.

Capture your favorite moments. Share your Sizzler photography on Instagram® using #Sizzler14 and @imodulessoftware.

1. Sheraton Fitness2. Birch Room3. Willow Room4. Sheraton Link Cafe

1. Business Center2. Maple Room3. Leatherwood Ballroom 3a. Leatherwood 1 3b. Leatherwood 2 3c. Leatherwood 34. Hawthorne 4a. Hawthorne 1 4b. Hawthorne 25. Linden6. Redbud7. Juniper

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Online Giving Track Presenter!See page 6 for more information on the Recognisis

presentation!

Engagement Strategies Track Presenter!See page 7 for more information on Brazen Careerist’s

presentation with Carnegie Mellon University!

Partners and SponsorsiModules Software would like to extend a special welcome and thank you to the partners and sponsors of Sizzler. We encourage you to stop by and speak with them, as they can provide you with expertise, new information, and cutting-edge technology. The Exhibit Hall, in the Leatherwood Foyer on the lower level, provides a unique opportunity to interact and experience their products and services.

Brazen CareeristAshley Hoffman | VP, Marketing and Strategic Partnerships | [email protected] Healy | Chief Operations Officer | [email protected]

Brazen powers real-time, online events for leading organizations around the world. Our interactive communication platform, Brazen Connect, is used by hundreds of companies, universities and colleges, associations, and membership organizations for better recruiting, expanded networking, and audience engagement. Visit us at brazencareerist.com.

EllucianCarla Norris | Product Owner, Advancement | [email protected] Kennedy | Director of Advancement | [email protected] Milam | Product Manager, Advancement | [email protected]

Ellucian delivers an innovative portfolio of technology solutions and strategic guidance to help education institutions thrive in a dynamic world. More than 2,400 institutions in 40 countries look to Ellucian for the ideas that will move education forward, helping people everywhere discover their futures through learning. Visit us at ellucian.com.

RecognisisBruce Kruglak | Director of Sales | [email protected] Wheeler | Vice President, Engineering | [email protected]

Donors of named gifts want to make a difference and create a legacy. They seek personal fulfillment by supporting the universities, hospitals, museums, and religious institutions that have special meaning to them. Recognisis solves this challenge with a powerful lineup of cloud-based marketing tools that empower stewardship and fundraising groups to show donors precisely where their named gift is or will be located and discuss the impact it will have on their organization. Visit us at recognisis.com.

Varsity OutreachMark Rothbaum | President | [email protected] King | Chief Technology Officer | [email protected]

Varsity Outreach powers private communities for higher education institutions. We help you unlock the full potential of your alumni network, giving your audience the tools to connect and converse around common geography, interests, and passions. Visit us at varsityoutreach.com.

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Overland Park Map

Key1. Sheraton Overland Park2. Courtyard Marriott and Hilton Garden Inn3. iModules Headquarters

College Blvd

119th St

135th St

103rd St

Nall Ave

Roe AveI-435

Metcalf Ave

Metcalf Ave

Antioch Rd

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1 2

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10/10 TaxiCall (913) 647-0010 or text (913) 534-8294. Fare is $10 for the first five miles, and $2 for each additional mile.www.1010taxi.com

4. Mission Farms5. Park Place6. Town Center Plaza7. Prairiefire

Overland Park Map

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clients.imodules.com/sizzler | Registration begins Fall 2014

Save the date!

9th Annual User Conference

July 26-29, 2015in Kansas City

Schedule At-A-GlanceSunday8:00 AM – 12:00 PM Strategic Client Advisory Board Meeting Hawthorne 2, Lower Level

12:00 – 1:00 PM Client Advisory Board Lunch Hawthorne 1, Lower Level

1:00 – 3:30 PM Platform Client Advisory Board Meeting Hawthorne 2, Lower Level

4:30 – 6:30 PM “Spirit Night” Welcome Reception Cottonwood Ballroom, Lobby Level

Monday

7:30 – 8:45 AM Breakfast Cottonwood Ballroom, Lobby Level

7:30 – 9:00 AM Exhibit Hall Leatherwood Foyer, Lower Level

8:45 – 9:00 AM Break All Foyers

9:00 – 9:50 AM Keynote with Fred Weiss Cottonwood Ballroom, Lobby Level

9:50 – 10:05 AM Break and Exhibit Hall Open All Foyers

10:05 – 11:05 AM 10 for 10 (first half) Cottonwood Ballroom, Lobby Level


11:05 AM – 5:00 PM Exhibit Hall Open Leatherwood Foyer, Lower Level

11:20 AM – 12:05 PM Idea Lounge and Technology Showcase Open Cottonwood Foyer, Lobby Level

11:20 AM – 12:05 PM Sessions What To Expect When You’re Expecting A Redesign (C) Leatherwood 1, Lower Level Import/Export Training (D) Maple, Lower Level

Email Marketing Idea Exchange (Em) Hawthorne 1, Lower Level Planning for Success (En) Leatherwood 3, Lower Level New Event Registration Release Review (Ev) Cottonwood 1, Lobby Level Helping Donors Visualize the Impact of Their Gift (O) Cottonwood 3, Lobby Level Actionable Insights Overview (P) Cottonwood 2, Lobby Level

Technology Priorities Feedback Session Hawthorne 2, Lower Level

12:05 – 1:25 PM Lunch Cottonwood Ballroom, Lobby Level

1:25 – 5:00 PM Idea Lounge and Technology Showcase Open Cottonwood Foyer, Lobby Level

1:25 – 2:10 PM Sessions Content Management Idea Exchange (C) Hawthorne 1, Lower Level What Do You Want? RESULTS! What Do You Need? DATA! (D) Maple, Lower Level Building Time-Saving Email Templates (Em) Leatherwood 2, Lower Level Engaging Your Global Alumni Community (En) Leatherwood 3, Lower Level Events Training (Ev) Cottonwood 1, Lobby Level Online Strategies that Rock (O) Cottonwood 3, Lobby Level

iModules Product Roadmap (P) Cottonwood 2, Lobby Level

Membership Management Feedback Session Hawthorne 2, Lower Level

2:10 – 2:25 PM Break All Foyers

2:25 – 3:10 PM Sessions Best Practices in Content Management (C) Leatherwood 1, Lower Level Data Management Idea Exchange (D) Hawthorne 1, Lower Level

Email Marketing for Alumni Programs and Campus Partners (Em) Leatherwood 2, Lower Level

Making Your Site Mobile Ready (En) Leatherwood 3, Lower Level Events Training (continued from 1:25 p.m.) (Ev) Cottonwood 1, Lobby Level Online Giving Feedback Session (O) Hawthorne 2, Lower Level

Migration Overview (P) Cottonwood 2, Lobby Level

3:10 – 3:25 PM Break with snack All Foyers

3:25 – 4:10 PM Sessions

Demystifying Website Redesigns (C) Leatherwood 1, Lower Level How to Get Your Admins (Back) Under Control (D) Maple, Lower Level RU Sizzling with Google Analytics? (Em) Leatherwood 2, Lower Level

Profile Page Release Review (En) Leatherwood 3, Lower Level Event Management Idea Exchange (Ev) Hawthorne 1, Lower Level

Crowdfunding in Higher Ed (O) Cottonwood 3, Lobby Level iModules Training — Latest and Greatest iModules Changes (P) Cottonwood 2, Lobby Level

Implementation/Migration Feedback Session Hawthorne 2, Lower Level

4:10 PM Dinner on your own

5:00 – 6:00 PM Client Advisory Boards Happy Hour Restaurant OP 1906

Tuesday


7:30 – 9:00 AM Exhibit Hall Open Leatherwood Foyer, Lower Level


9:00 – 10:00 AM Keynote with Lorna Somers Cottonwood Ballroom, Lobby Level


10:00 AM – 1:20 PM Exhibit Hall Open Leatherwood Foyer, Lower Level

10:15 AM – 12:00 PM Idea Lounge and Technology Showcase Open Cottonwood Foyer, Lobby Level

10:15 – 11:00 AM Sessions Content Management Training (C) Leatherwood 1, Lower Level Email Marketing Feedback Session (Em) Hawthorne 2, Lower Level

Strategic Consulting: Set Goals and Increase Engagement (En) Leatherwood 3, Lower Level Donations Training (O) Cottonwood 3, Lobby Level Stability + Reliability + Security = iModules Business Continuity Plans (P) Cottonwood 2, Lobby Level

High School Idea Exchange Hawthorne 1, Lower Level


11:15 AM – 12:00 PM Sessions Content Management Training (continued from 10:15 a.m.) (C) Leatherwood 1, Lower Level Data Management Feedback Session (D) Hawthorne 2, Lower Level A Fun and Simple Twist on Email Marketing (Em) Leatherwood 2, Lower Level

Make Your Site Mobile Ready (En) Leatherwood 3, Lower Level New Events, “Old Tricks”: Advanced Event Functionality (Ev) Cottonwood 1, Lobby Level Donations Training (continued from 10:15 a.m.) (O) Cottonwood 3, Lobby Level

Actionable Insights Overview (P) Cottonwood 2, Lobby Level

Membership Management Idea Exchange Hawthorne 1, Lower Level

12:00 – 1:20 PM Lunch Cottonwood Ballroom, Lobby Level

1:20 – 2:20 PM 10 for 10 (second half) Cottonwood Ballroom, Lobby Level

2:20 – 2:35 PM Break All Foyers

2:20 – 5:00 PM Exhibit Hall Open Leatherwood Foyer, Lower Level

2:35 – 5:00 PM Idea Lounge and Technology Showcase Open Cottonwood Foyer, Lobby Level

2:35 – 3:20 PM Sessions Recalibrating Metrics in the Context of a Relaunch (C) Leatherwood 1, Lower Level Email Marketing Training (Em) Leatherwood 2, Lower Level

Using Social Media to Engage and Inspire Your Alumni and Donors (En) Leatherwood 3, Lower Level Event Management Feedback Session (Ev) Hawthorne 2, Lower Level Big Orange Give (O) Cottonwood 3, Lobby Level iModules Product Roadmap (P) Cottonwood 2, Lobby Level

Power User Idea Exchange Hawthorne 1, Lower Level

3:20 – 3:35 PM Break with snack All Foyers

3:35 – 4:20 PM Sessions The Medium is the Message (C) Leatherwood 1, Lower Level Taking Advantage of All Your Data (D) Maple, Lower Level Email Marketing Training (continued from 2:35 p.m.) (Em) Leatherwood 2, Lower Level

Self-Service Giving and Pledge Display (En) Leatherwood 3, Lower Level From Crisis to Crowdfunding (O) Cottonwood 3, Lobby Level iModules Training — Latest and Greatest iModules Changes (P) Cottonwood 2, Lobby Level Professional Schools Idea Exchange Hawthorne 1, Lower Level

Administrative User Experience Feedback Session Hawthorne 2, Lower Level

6:30 – 9:00 PM “Fire It Up” Dinner Pinstripes at Prairiefire

Wednesday


7:30 – 9:00 AM Exhibit Hall Open Leatherwood Foyer, Lower Level


9:00 – 9:30 AM Closing with Fred Weiss Cottonwood Ballroom, Lobby Level

9:30 – 9:45 AM Social Media Awards Cottonwood Ballroom, Lobby Level


10:00 AM – 12:00 PM

Exhibit Hall Open Leatherwood Foyer, Lower Level

Idea Lounge and Technology Showcase Open Cottonwood Foyer, Lobby Level

10:00 – 10:45 AM Sessions The News & Events Module: The Power of Patterned Content (C) Leatherwood 1, Lower Level Query Building Training (D) Maple, Lower LevelProfile Page Release Review (En) Leatherwood 3, Lower Level Online Giving Idea Exchange (O) Hawthorne 1, Lower Level

Mobile Feedback Session Hawthorne 2, Lower Level


11:00 – 11:45 AM SessionsContent Management Feedback Session (C) Hawthorne 2, Lower Level Mobile Email Templates: It’s Time to Go Responsive! (Em) Leatherwood 2, Lower LevelSocial Media Idea Exchange (En) Hawthorne 1, Lower LevelEvent Registration Release Review (Ev) Cottonwood 1, Lobby LevelMicro-Campaigns Equal Mega Impact (O) Cottonwood 3, Lobby Level Stability + Reliability + Security = iModules Business Continuity Plans (P) Cottonwood 2, Lobby Level

11:45 AM Conference Adjourns | Lunch on your own

THANK YOU FOR ATTENDING!

Content Management: (C) Data Management: (D) Email Marketing: (Em) Engagement Strategies: (En) Event Marketing: (Ev) Online Giving: (O) Product Development: (P)

Welcome to Sizzler! - Supportclients.imodules.com/s/1333/images/gid3/editor_documents/... ·...

Documents

Transcript of Welcome to Sizzler! - Supportclients.imodules.com/s/1333/images/gid3/editor_documents/... ·...