ENGAGE 2018



MemberSuite User Conference

When

May 2nd - 4th
Starting at 9:00 AM

Where

Atlanta, GA
The W Hotel - Buckhead Atlanta

Register Now

 

 

 

ENGAGE AGENDA

This is a conference you don’t want to miss.

 

For three days this spring, we want you to think MemberSuite when you think ENGAGE. We are cordially inviting you to Atlanta to attend our 2018 user conference where you’ll have the opportunity to engage with the MemberSuite team, fellow users, and industry thought leaders. Attend educational breakout sessions and training labs led by MemberSuite product experts, participate in innovative discussions about the future of the product, and connect with some of the brightest minds in the association space.

10:30 AM - 7:00 PM

Registration

11:00 AM - 1:00 PM

Training: Event Setup and Administration
$125


The Events and Exhibits modules can make hosting conference and meetings a breeze, but only if you know what you're doing in the system. Join this pre-conference training to learn how to manage events in the system including setup, registration, and common configurations. We'll be sharing our tried and true methods for delivering a successful event using MemberSuite.

1:30 - 4:30 PM

Training: Visual Reporting and Advanced Search
$199


This half-day, pre-conference training will equip you to dive deeper into your data and get a holistic view of your organization. We'll be covering high demand topics such as building your own reports, understanding drilldown, building lists, and creating reminders to show progress or change in your data.

6:00 - 9:00 PM

Welcome Reception

Kick-off the conference right! We’ve got drinks and hors d’oeuvres for you to enjoy as you catch up with our team and other MemberSuite users.
8:00 AM

Breakfast

8:00 AM

Registration

9:00 AM

Welcome & CEO Address

10:00 AM

Product Update

11:00 AM

Customer Experience Management: Driving Transformation and Creating Value


Diane Magers, CEO of Customer Experience Professionals Association (CXPA)

Diane Magers | CXPACustomer experience is the most important and impactful way organizations are seeking to differentiate their brands from competitors. In the age of the connected customer, brands are realizing that Customer and Employee Experience is critically important to future growth. Forrester reports that CX leaders outperform competitors by up 46%. But how do associations make it a part of your organization? How do you manage it? What do you need to do differently? Challenges - including cohesive leadership direction, consistent brand experiences across all channels, leveraging vast amounts of data and designing experiences to create member advocates - have all led organizations to create a cohesive CX strategy and to orchestrate activities and meet the challenge of increasing member expectations head-on.

Please join Diane Magers, CEO of the Customer Experience Professionals Association and former CX Executive for AT&T and Sysco Foods for a workshop on the best practices for Customer Experience.

Topics will include:
  • Understanding the framework of CX
  • Defining your customer strategy
  • Creating transformation around experiences and how it drives value
  • 12:00 PM

    Lunch

    1:00 PM

    Breakout Sessions


    Trends That Can Affect Your Association

    What if we told you that you could make data-driven decisions using data that you already have? You can identify and analyze trends to determine what programs are the most successful, how to better drive your events, and effectively utilize your budget.




    Integrations, the API, and Single Sign-On

    MemberSuite, as your Association Management Software, is designed to be your system of record. By leveraging our API, you can integrate with other technology platforms to provide value to your members while maintaining a holistic view of your data. Join this session to learn more about our API and what it can do, how to set it up, and how it’s supported.




    MemberSuite 101

    Calling all MemberSuite newbies - this session is for you! We’ll be covering the basics: frequently used modules and reports, things you should know about financials, and resources you can use to get the most out of your MemberSuite experience.

    2:15 PM

    Breakout Sessions


    Shortcuts & Timesavers

    Do you ever feel like you’re doing things the long way? You don’t have to anymore! We want you to use the system effectively, so stop by this session for a few MemberSuite tricks!




    Day in the Life of an Accountant: Tips & Tricks

    Hey to the financially-minded folks out there! We want to make your life easier, so come join this session! We’ll be covering batch management, transaction processing, and financial reporting so you can effectively manage your association’s accounting.




    Business Intelligence 101

    Are you new to the analytics scene? Don’t worry - our team at MemberSuite is ready to show you how data and business intelligence can take your organization to the next level.

    3:30 PM

    Breakout Sessions


    Creating Custom Dashboards

    You can monitor and analyze key metrics important to your business in real-time using MemberSuite Insights, giving you the ability to adapt and adjust when necessary. We’ll be walking through the tool and showing you how to create dashboards that are specific to your organization.




    Crash Course for MemberSuite Power Users

    You’ve been a MemberSuite user for awhile and know how to handle the easy things, but are you ready to take it a step further? In this session, we’ll introduce you to advanced ways you can utilize MemberSuite to increase performance and gain more value.




    Real-world Strategies & Techniques to Reduce Credit Card Fraud

    In the evolving world of payment processing, empowering advanced security methods and complying with PCI standards should continue to be at the forefront of each association’s operation. In this session, you’ll learn ways to prevent fraud from impacting your association or non-profit by using a systematic, multi-layered approach including following PCI standards, implementing fraud management tools, and using advanced security solutions, like tokenization and encryption.
    6:00 PM

    Customer Appreciation Dinner


    We would be nothing without our customers, so tonight's about you. Meet us across the street at Del Frisco's for unique plates and cockatisl!

    8:00 AM

    Breakfast

    9:00 AM

    Leading Others Through Change


    Dan Thurmon | CSP, CPAE

    Dan ThurmonWhat if we lived off balance on purpose? What if instead of resisting uncertainty, we leaned into it? Dan Thurmon speaks with hundreds of executives each year and a common challenge among them is helping their employees bring more energy to work and not only embrace change, but see it as an opportunity to lead.
    If your team is afraid of change, afraid of bringing 100% of themselves to work, then this is a keynote you don't want to miss!

    You'll learn how to:
  • Manage your energy and time more effectively
  • Utilize "lifelines" to bring 100% of yourself to everything you do
  • Take action even when it's uncomfortable
  • 10:15 AM

    Breakout Sessions


    Data-Driven Member Engagement

    One of the most popular buzzwords in the industry, member engagement is on the mind of every member-based organization. Go beyond the buzzword and deliver an experience your members truly want using the data they’re giving you.




    Common Configurations

    MemberSuite has a vast configuration toolset at your disposal - are you getting the most out of it? This session will illuminate the many ways the system can be configured to fit your organization’s needs.




    5W’s and 1H of Financial Reconciliation

    Account reconciliations are one of the most critical, yet often neglected, internal accounting controls in associations. Reconciliation between your account balances in MemberSuite and your financial software can help improve your financial statement accuracy, reduce external audit scrutiny and improve fraud detection. Join this session to learn Why you reconcile, What to reconcile, When to reconcile, Where to reconcile, Who reconciles and How to reconcile.

    11:30 AM

    Breakout Sessions


    Data Governance & Hygiene

    A messy database can do more harm than most realize. Join this session to learn how to tidy up your database and the benefits your organization will reap because of it.




    Running a Modern Conference

    It’s practically impossible to host an event nowadays without the help of technology. Join this session to learn how to prepare to use MemberSuite at your onsite event, possible integrations that can boost the event experience, and how to build your event with analytics in mind.




    Building a Member-Centric Culture

    At the heart of every association is its members, but are you considering them when making decisions across your business? Your members should drive the organization’s mission, programs, and day-to-day activities. Join this session to learn how you can implement a member-centric culture across your organization and each of its departments.

    12:30 PM

    Lunch

    1:30 PM

    Breakout Sessions


    Customer Success as Your Partner

    We are passionate about our customers which is why we created an entire department dedicated to your success! Your Customer Success Manager is your advocate and your partner that aims to align your business needs with the abilities of our platform. In this session, we’ll be talking about that relationship as well as our processes for support tickets, releases, and trainings.




    Effective Email Marketing Practices

    Whether you’re new to email marketing or just want a refresher, this session is perfect for you! We’ll be covering some of the basics to make sure you’re following the best practices when it comes to subject lines, unsubscribe methods, and layouts. Then we’ll talk more advanced topics like mobile design, A/B testing, and reporting.

    2:45 PM

    Jeopardy

    I'll take Member Engagement for $1000, Alex! Okay, so we won't be handing out cash, but you and your team will have the opportunity to win prizes! Test your knowledge from the past two days of sessions and remember - your answer must be in the form of a question!

    3:30 PM

    Closing Remarks