Aptify

Association Management SolutionsAdopt Once. Adapt Often.

Users Conference Itinerary

Sunday

Arrive in Nashville

9:00 AM - 12:00 PM

Developer Day- Using Aptify to build applications

1:30 PM - 6:30 PM

Arrive in Nashville

7:00 PM - 9:00 PM

Welcome Reception

Monday

8:30 AM - 9:00 AM

General Breakfast

9:00 AM - 9:45 AM

Welcome Session
Amith Nagarajan, Aptify, CEO

9:45 AM - 10:30 AM

General Session
Andy Bailey- Rock Habits

10:30 AM - 10:45 AM

Break

10:45 AM - 11:45 PM

TECHNICAL SESSION: IMPROVING WEBSITE SECURITY AND PERFORMANCE

Aptify R&D

Learn tips, tricks and best practices for ensuring that your website performs optimally. Topics to be covered include: advanced web server configuration; improving security; managing Sitefinity integration and upgrades; Sitefinity configuration and much more!


BUSINESS SESSION: APTIFY e-BUSINESS 5.5 SHOWCASE

Jacob Sapp- National Association of Self Employed; Larry Fontillas, Aptify

Learn about new features, tips and client demos.


End- User SESSION: MANAGING & FORMATTING VIEWS

Steve Kerr- Pennslyvania Institute of Certified Public Accountats ; Kevin Stock & Janet Dunahure- Catholic Health Association ; Dave O'connell, Aptify   

Create, format and manage list views and pivot tables. Learn new tips and tricks for creating views, get a brief introduction to using advanced SQL and discover ways to organize your company’s views. The session will also address view migration issues when upgrading Aptify, as well as chart, calendar and hierarchical views.

11:45 PM - 1:00 PM

Lunch

1:00 PM - 1:45 PM

Advanced Email Marketing Powered by Aptify

Sponsor Presentation: HighRoad Solution, American Veterinary Medical Association, & Canadian Institute of Chartered Accountants

Internal resources wear many hats that are not limited to the title on their business cards. This can only work when your data and integrated tools work FOR you. A special appearance from Debbie Hanger of ASAE will start out the session to speak to the ASAE Business Solution endorsement of HighRoad Solution as their eMarketing provider as well as talk about the high level technical aspects of integrating various eMarketing technology tools to Aptify. Then session host, HighRoad Solution CTO, Ron McGrath, introduces Tony Bieda of American Veterinary Medical Association (AVMA) and Carl Patry of Canadian Institute of Chartered Accountants (CICA), covering how AVMA and CICA integrate Aptify to their eMail tool to accomplish their many organizational needs.

1:45 PM - 2:30 PM

Innovation Awards: Functional Presentation

2:30 PM -2:45 PM

Break

2:45 PM - 3:45 PM

TECHNICAL SESSION: ADVANCED WEB DEVELOPMENT TECHNIQUES

Hunter-Certified General Accountants of Manitoba; Josh Grippo- Radolo

Explore the latest and greatest in web development and suggest tips and techniques for incorporating new technologies into your site. A panel will highlight emerging trends for building dynamic online applications utilizing technologies such as JQuery, CSS, XML, AJAX, HTML 5 and others.


BUSINESS SESSION: ATTRACT, ANALYZE, AND FOLLOW-UP WITH ONLINE VISITORS: Tools and Techniques for Getting the Most Out of Your Online Content 

Magnet Mail & Bryan Kelly, Aptify  

Your association may be grappling with concepts such as SEO, Web/Email/Social Metrics, Content Marketing, and Lead Nurturing. Cut through the clutter with this straight-forward discussion that will cover methods to help make the most out of the online content your association is creating for the industry you serve.


End-User SESSION: CATCH THAT BATCH 

Kevin Prior, Catholic Health Association  

An interactive discussion focused on the importance of designing your finance integration, managing monthly reconciliation of your integration, designating appropriate access to non-accounting employees of accounting and understanding what is critical, important and truly optional.

3:45 PM - 4:00 PM

Break

4:00 PM - 5:00 PM

2012 Aptify User Community Meeting - Clients & Prospects Only
Rachael Bell, NJSCPA & Aptify User Community President

6:30 PM - 9:30 PM

Evening Event

Tuesday

8:00 AM - 8:30 AM

General Breakfast

8:30 AM - 10:00 AM

Keynote Speaker-Turning Good Ideas into Solid Strategy
John Spence

10:00 AM- 10:30 AM

General Session- Aptify Product Roadmap
Mark Patterson, VP of Solutions

10:45 AM - 11:45 AM

TECHNICAL SESSION: ADMINISTRATION & DATA RETENTION BEST PRACTICES 

Phil Burns, Aptify  

Learn tips for administrative clean-up: removing old/unused objects from the database (archive vs. delete?); Credit card clean-up/PCI compliance; and more.


BUSINESS SESSION: MEMBERSHIP RENEWAL

Kelly Harris, The Internet Society; Dave O'Connell, Aptify

Increase your member retention with less effort by your staff - automation equals improved membership numbers without the hassle.


END-USERS SESSION: PRODUCT SETUP

David Frick & Larry Fontillas,  Aptify

Learn product setup best practices and important Do's & Don'ts

11:45 PM - 12:45 PM

Lunch

12:45 PM - 1:30 PM

Innovation Awards: Technical Presentations

1:30 PM - 2:15 PM

Sponsor Presentation Higher Logic & American Society for Association Executives
A case study of how a medium/large sized association has tried to reinvent the way it’s members collaborate and it's volunteers do business. Hear the challenges associated with migrating away from a traditional listserv and scrapping their third attempt at a private social platform in favor for a more integrated/consolidated approach which is able to leverage Aptify's webservices. Discuss how they were finally able to succeed and generate a 33% overall increase in engagement. See how the solution they have used has now evolved by re-inventing the way their members can volunteer by introducing a hybrid solution of task-based and committee orientated volunteerism.

2:15 PM - 3:00 PM

Community/User Committee & Innovation Award Winner Presentation Highlights

3:00 PM - 3:15 PM

Break

3:15 PM - 5:00 PM

TECHNICAL SESSION: PERFORMANCE AND OPTIMIZATION PRACTICES 

Lance Harra- Children International; Ken Burch, Publishing Technology

This session will explore the countless ways to optimize the use of Aptify.


BUSINESS SESSION: MOVING TO THE CLOUD

Aijaz Khan- National Association of Colleges & Empolyers; Duke Witchell, Aptify

Is moving to a hosted  cloud environment the next frontier for your organization? The National Association of Colleges and Employers shares their experience of moving their AMS and website hosting from in-house to a hosted cloud environment at Aptify.


END USERS SESSION: TIPS & TRICKS FOR 5X USERS

Larry Fontillas & Dave O'Connell, Aptify

Learn new ways and shortcuts for using Aptify 5x

5:30 PM - 7:00 PM

RECEPTION

Wednesday

8:30 AM - 9:00 AM

Breakfast

9:00 AM - 10:00 AM

TECHNICAL SESSION: WHATS NEW IN APTIFY 

Robert Khim & Andrew Crispino, Aptify

Learn about new Aptify 5.5.1 review and demonstration. AWA release


BUSINESS SESSION: APTIFY LMS & BEYOND 

Todd Shapiro, Jennifer Schultz & Paul Johnston-  Illinois CPA Society and Foundation

The Illinois CPA Society shares their web based e-commerce enabled LMS offered to ICPAS members and other customers.


END-USER TRACK: APTIFY DASHBOARDS 101

Luis Pineros, Aptify

Learn cool & innovative uses of dashboards.

10:15 AM - 11:00 AM

Break

10:15 AM - 11:00 AM

General Session - "Going Mobile"- How to Deploy Your Mobile Strategy 

Mark Patterson, Aptify & Michael Jones, Results Direct

You know you need to go mobile – but how? Mobile options abound, from apps to mobile Web sites. How should you approach evaluating your options, and deploying multiple apps in a cohesive manner that supports your association's goals? Join this session to walk through case studies and learn tips and tricks to deploying your apps and mobile sites effectively.

11:15 AM - 11:30 AM

2012 Users Conference Adjourned- Aptify Wrap Up