Earn CAEs at KDays

  

ACGI Software is a CAE Approved Provider. Our program meets the requirements for fulfilling the professional development needed to earn or maintain the Certified Association Executive credential.  Attendees can earn up to 10 hours for CAE credit by attending specific educational sessions.

Tracks & Location

General Session, Chesapeake Ballroom
Power Up (Product Showcase), Severn Room
Best Practices (User Presentations), Loch Raven Room
Wednesday Pre-Conference Workshops ONLY (BOXI and Event), Severn Rooms 1 & 2
ACGI Training, Harborview Ballroom
Extending the Value of Your System (Partner Presentations), Camden Room 1 & 2
Networking Activities, Events, Breaks, and Free Time

View the online schedule below, or Download PDF version.

Wed
2018-06-06
Sheraton's Skywalk Terrace
Harborview Gallery
Harborview Ballroom
Camden 2
Camden 1
Thurs
2018-06-07
TBD
Sheraton Lobby
Severn I
M&T Stadium
Loch Raven I
Harborview Gallery
Harborview Ballroom
Chesapeake Ballroom I & II
Camden 2
Camden 1
Boardroom (2nd floor)
Fri
2018-06-08
Severn I
Loch Raven I
Harborview Gallery
Harborview Ballroom
Chesapeake Ballroom I & II
Camden 2
Camden 1
Sheraton's Skywalk Terrace
Harborview Gallery
Harborview Ballroom
Camden 2
Camden 1
TBD
Sheraton Lobby
Severn I
M&T Stadium
Loch Raven I
Harborview Gallery
Harborview Ballroom
Chesapeake Ballroom I & II
Camden 2
Camden 1
Boardroom (2nd floor)
Severn I
Loch Raven I
Harborview Gallery
Harborview Ballroom
Chesapeake Ballroom I & II
Camden 2
Camden 1
09:00 - 16:30
Resource Partners Move-in and Setup

The exhibit area will be located on the 2nd floor of the Sheraton Hotel – Harborview Gallery. Exhibit space will be pre-assigned.

13:00 - 17:30
Registration Desk Open

Located on the second floor of the Sheraton, the registration desk is directly off the escalator to your left. It’s your first stop for all KDays 2018 related materials and questions. Stop by and pick up your badge, conference bag, and say hello to the KDays events team.

13:00 - 17:00
Business Objects – Basic Training

This four-hour condensed computer-based course is designed to introduce novice users to the basics of Business Objects XI (BOXI) as it is utilized for ad-hoc reporting in Association Anywhere (AA) and Certelligence.  Using examples that are integrated with application data, participants will learn how to leverage BOXI to view, create and edit reports as well as analyze queries designed to retrieve and present organizational data. As the course progresses, participants are introduced to more advanced BOXI features including charting and the formula editor.

BOXI Beginner – Add $450 to Registration

Tia Thompson
Technical Business Analyst, ACGI CSR
13:00 - 17:00
Event Management Module – Setup and Configuration Workshop

This four-hour course is designed as a condensed workshop to provide participants with the knowledge and experience necessary to set up an event using Association Anywhere (AA) or Certelligence.  Event configuration will be reviewed in detail as an experienced ACGI instructor will demonstrate the process of creating an event, establishing registration, and integrating with accounting.  The subtopics include: Setting up event and event item types/codes, establishing event registration types and methods, discussing event templates, setting up event cancellation policies, event pricing, event accounting options, event correspondence types/classes, and email correspondence (tied to e-contact management) and self service application (SSA) user experience.

Events Setup and Configuration – Add $300 to Registration

Alison Horton
Business Analyst, ACGI CSR
14:00 - 15:00
Are You Fully Utilizing ACGI’s Modules?

Curious about some of ACGI’s modules that you’re not yet using? This session will take you on a tour of various modules which are available in Association Anywhere and Certelligence.

Myron Spence
Director of Technical Sales, ACGI Software
15:00 - 16:00
Preparing for Your Version 8 Upgrade

Are you winning the upgrade game? Play along with a CSR analyst and a long-time AA client as they provide insight into the upgrade process in the form of one of their favorite game shows! Why should you upgrade? When do you do it? What do you do with it when it’s in DEV? From timing to testing to troubleshooting, this session is designed to help you effectively plan and execute your next upgrade.

Kara Whittington
Business Analyst, ACGI CSR
Michelle Sutherlin
Business Informatics Director, Board of Certified Safety Professionals
16:00 - 16:30
Getting the Most Out of ACGI’s Wiki and ASSET

You have other resources in addition to Association Anywhere or Certelligence, that you may not be taking full advantage of. Your partnership with the ACGI team is important, but there are also other assets available to save you time and help you improve efficiency and effectiveness. In this session, we’ll share common needs from customers and how you can fulfill them using our online support tools including Wiki pages and ASSET(JIRA). We’ll also explore other resources designed to make your daily life easier, maximizing your ROI from ACGI Software.

 

Kevin Taylor
Account Business Analyst, ACGI CSR
Kandi Mell
Business Analyst, ACGI CSR
16:30 - 17:00
Right Tool for the Job: Which Reporting Tool Should I Use?

ACGI continues on its quest to make data more accessible and meaningful.  With the scope of using its standard reporting module, business intelligence platform, and new visualization features, customers may be a little overwhelmed and not sure which tools to use for getting the data they need.  From running simple queries to developing even the most complex reports, this session will provide the audience with an overview of ACGI’s reporting features available to Association Anywhere and Certelligence users.

Adam Davis
Director of Business Analysis/Solutions Architect
17:30 - 19:00
KDays Welcome Reception

Join us on the third floor of Sheraton’s Potomac Terrace for drinks and hor d’oeuvres, as we conclude the first day of KDays 2018.

06:00 - 07:00
Baltimore Harbor Walk / Run

For those early risers who want to start the day off energized and alert, we’re meeting in the hotel lobby at 6am for a brisk morning run/walk around Baltimore’s Inner Harbor.

07:00 - 17:30
Registration Desk Open

Located on the second floor of the Sheraton, the registration desk is directly off the escalator to your left. It’s your first stop for all KDays 2018 related materials and questions. Stop by and pick up your badge, conference bag, and say hello to the KDays events team.

07:15 - 08:20
AMC Roundtable Meeting & Breakfast (Invitation Only)
Michael Hoehn
VP of Professional Services, ACGI Software
George Rears
Vice President, Technology Solutions, Association Headquarters, Inc.
07:15 - 08:20
Breakfast & Meet the Experts

It’s the most important meal of the day. Join us on the 3rd floor – Chesapeake Gallery for a hearty breakfast. We’ll also have industry experts who are ready to help you with your unique business needs. If you have questions. They have the answers. Meet the Experts.

08:30 - 09:15
Welcome Address

ACGI’s president and CEO will provide a warm welcome to attendees, and address ACGI’s position in the marketplace.

Kevin Hostutler
President & CEO, ACGI Software
09:15 - 10:30
Keynote Presentation – Creating a Culture of Innovation

Innovation is a popular buzzword in the association community these days, but do you really know what it takes to make innovation a reality in your association? Believe it or not, it all starts with workplace culture, because if your culture won’t support the specific behaviors that drive innovation, you’ll end up being all talk and no action (or results). In this provocative session, culture expert Jamie Notter will share some eye-opening research from within the association community that highlights key pitfalls and opportunities for creating a culture of innovation—at a time when our community needs it the most.

Jamie Notter
Speaker, Author, and Consultant, Human Workplaces
10:30 - 10:50
Energy Break with Resource Partners

Attendees will have the opportunity to refresh and refuel during the PM energy snack break. You’ll have a chance to network and engage with your peers, ACGI SMEs and Resource Partners. We hope you’ll make valuable connections that will last long after the conference.

11:00 - 11:50
Having SUM Fun: Storing, Using & Manipulating Data

Based on collaborative experiences using ACGI’s Association Anywhere software, three colleagues from three different internal departments will share tips and tricks on storing, using, and manipulating data from and within the system in order to drive better business decisions. Key areas of focus will be membership, marketing, fundraising, and accounting as well as the data reporting through BOXI (Business Objects Extreme Insight) and other template reports.

Chris Beaman
Director of Advancement & Communications, Kappa Delta Pi
Patti Bontempo
Director of Finance, Kappa Delta Pi
Jayne Geslak
Database Administrator, Kappa Delta Pi
11:00 - 11:50
Understanding GDPR: ACGI Tools and Tips to Help with Your Compliance

The European Union’s General Data Protection Regulation (GDPR) went into effect on May 25th, and it has significant implications for organizations that handle personal data of those in the EU.  But according to ASAE, more than a third of business executives and board members feel unsure about whether their organization are prepared to handle GDPR.  ACGI has done its part and taken steps in its product development with Association Anywhere and Certelligence, to implement essential features to help our customers.  What comes as a surprise to many organizations is that they have much to prepare for, outside of the systems they use.  This session will highlight ACGI’s product enhancements to address GDPR.  It will also provide some useful information about your organization’s responsibilities to adhere to GDPR.

Dan Kasprow
CTO and Cofounder, ACGI Software
11:00 - 11:50
How Associations are Delivering Educational Content in an On-Demand World

Educational content is the single greatest value your association provides to members—whether through your conference or your continuing education and training programs. In an on-demand world, members expect to access this content when and how they prefer. This makes managing and leveraging content more complex and time-consuming for association professionals, resulting in less time for other, more strategic initiatives.

 

Using insights from our Fourth Annual State of the Industry Report, this session will address the top content trends and implications, while presenting thought-provoking questions to help your association turn these findings into action.

Sean Lawler
Product Development Manager, OmniPress
11:00 - 11:50
Business Process Mapping for Automating Your Workflows

Learn the 5 key steps to mapping out your business processes to help your organization gain operational efficiencies, begin to automate a paper process or improve the operations of existing automation. During the session, we will take you through a simple exercise that will give you the tools you need to being process mapping for your own organization.

Kacey Conn
Business Analyst, ACGI Professional Services
Erin May
Business Analyst, ACGI Professional Services
12:00 - 12:50
Lunch & Meet the Experts

Join us on the 3rd floor – Chesapeake Gallery for a buffet luncheon. We’ll also have industry experts who are ready to help you with your unique business needs. If you have questions. They have the answers. Meet the Experts.

13:00 - 13:50
The Road Ahead – ACGI’s Product Roadmap

It’s been two years since our last KDays conference. In that time ACGI has made significant progress delivering on the goals in our product roadmap as well as refactoring existing functionality in ApEx. In this session, we will review new Association Anywhere and Certelligence capabilities that are available today and share what is coming in future releases as part of ACGI’s vision. We will also offer insights into the influential factors steering product direction and the expectations of a new beta testing program.

Lou Hill
Senior Product Manager
14:00 - 14:50
How to Move Your Organization from Manual to Automated Processes

The National Council for Therapeutic Recreation Certification (NCTRC) will provide an overview of the processes that they completed to enhance both the efficiency and effectiveness of the organization’s operations. This includes how NCTRC moved from a fully paper-based, manual data-entry organization to a paperless, automated organization, and the components that were required to achieve this goal. We will discuss the stages of implementation, from obtaining Board approval to notifying our customers about the benefits of an automated system, and also touch on the less obvious impact on staff work patterns and morale.

 

Anne Richard, MS, LRT/CTRS
Executive Director, National Council for Therapeutic Recreation Certification
Robin McNeal, CTRS
Director of Credentialing, National Council for Therapeutic Recreation Certification
14:00 - 14:50
10 Event Tech Trends & How They Will Improve Your Events

Learn about the latest event technologies for attendee engagement, tracking, and personalization. Discover how organizations are incorporating facial recognition, AR/VR, cashless payments and more to delight their attendees. Walk away with strategies for how to use these new technologies to grow your event, increase revenue and even integrate them with ACGI.

Kate Dodd
VP, Marketing, Expo Logic
14:00 - 14:50
Product Showcase: Creating Custom ApEx Reports in v8.2.1+

Do you want to create your own ApEx reports? Do you find it hard to understand the tool and what it can do for you? In this session, you will learn how to create both Classic and Interactive reports in Oracle ApEx 5.0. See what filtering features are available to you when running Interactive reports that you may not be as familiar with. Become an expert in creating your own quick query controls to default your reports to certain filters. Learn to dynamically display different ApEx components of your pages. Don’t know JavaScript? No need! Dynamic actions will help you implement the behavior you want in your development. You’ll see just how easy it is to make your pages look seamless within our Association Anywhere application and what templates are available to you in your custom Workspace

Athena Marneris
Software Engineer, ACGI Software
14:00 - 14:50
Best Practices for Using ECommunications Management (“ECM”) Module

With ACGI’s E-Communications Management module (“ECM”), users have lots of flexibility for deploying all types of correspondences, whether they are targeted email campaigns or confirmation emails for registration, membership, invoices, etc.  This session will provide tips and tricks on using ECM’s features more effectively, to take your emails to the next level.

Marc Durling
Senior Business Analyst, ACGI's Professional Services
14:50 - 15:10
Energy Break with Resource Partners

Attendees will have the opportunity to refresh and refuel during the PM energy snack break. You’ll have a chance to network and engage with your peers, ACGI SMEs and Resource Partners. We hope you’ll make valuable connections that will last long after the conference.

15:10 - 16:00
The Emotion of Product Interaction

It’s one thing to build a feature-rich product, it’s an entirely different thing to build a positive user experience. As human beings, we will always attach emotion to our daily interactions, be that with our constituents and co-workers, or with the software we interact with. Bad user experience design can frustrate and alienate users, while an intuitive and welcoming design can retain customers and promote adoption. In this session, ACGI’s UX and Product teams along with one of our creative partners will provide an overview of what it means to be “user-centered” in your designs. We will share with you various concepts and techniques that can be applied to your product experience designs in order to deliver optimal value to your users.

Lou Hill
Senior Product Manager
Alan Moore
User Experience & User Interface Engineer
Layla Masri
President, Bean Creative
15:10 - 16:00
Attributes – How and Where to Use Them

This session will showcase how to really open attributes, control how and when they display by utilizing different tools and options. We’ll cover Attribute Rules, SSA Substitution Variables, Javascript, and jQuery. This is an advanced class for those with a strong understanding of Attributes and their configuration.

Alan Armstrong
Business Analyst, ACGI Professional Services
15:10 - 16:00
APEX Reports — Exploring Features From Simple to Complicated

Join us for an interactive session where we take you from simple APEX reports through more complicated solutions that we have implemented. Remember, reports aren’t necessarily printed…we’re talking about data access for your constituents! We’ll explore the SQL Workshop as well as creating APEX application pages for both interactive and classic reports. And, we’ll show you how to make a printable report (think customer invoice or course certificate) via APEX.

Doug Brown
President, Catalyst Fire
15:10 - 16:00
Taking the Complication out of Accounting: Crossing Your T’s & Dotting Your I’s

This session will explore how you can better manage your accounting processes to help year end and audit preparation. ACGI’s Mark Ehrick and ASID’s Victoria Satterfield will share how using automated processes and the proper reports can save you time and frustration throughout the year.

Mark Ehrick
Senior Systems Analyst, ACGI Client Services & Relations
Victoria Satterfield
Customer Service Associate
15:10 - 16:00
5 Effective Principles for Web Projects: How to Use Them Towards Your Success

Ever had a Web Project that wasn’t successful? Having run over 100 website projects, Kathryn Murphy (Zoulias), PMP has learned strategies and practices that when applied can help make any project run smoothly, stay on budget and be delivered on time. Based on her experience, research and training, Kathryn will share 5 key principles that you can adopt for the next project that will help you be more successful and look good in the process.

Tom Witt
Business Development
16:10 - 17:00
API Integration Between Your Website and ACGI

Do you need authentication between ACGI and your website? Would you like to provide a membership directory that’s integrated with member records in Association Anywhere? Do you need a simple Single-Sign-On (SSO) with a third-party website? Or, are your needs to integrate AA with your web front end more complex? In this session, you will learn about different options for integration with AA and what it takes to implement them for your web presence. Through a case studies approach, this session will detail the major steps to integration and their associated impact in the process. Specifically, a range of integration needs and approaches will be covered including, simple authentication between sites (SSO), brokered authentication, synchronizing member profile data from AA to be filtered in various front-end layouts, integration via SSA pages, purchases of digital products for website content and access, reading and writing back member-related data (e.g., CE credits).

Craig Broadbent
Director Web Solutions and Client Engagement, Association Headquarters, Inc.
Mike Bowen
Sr. Web Developer, Association Headquarters, Inc.
Eddie Talcott
Lead Architect, ACGI Software
16:10 - 17:00
Explore the Credentialing Journey with Certelligence

This session will take you on a tour of how customers are using Certelligence as part of an integrated ecosystem.  From the application process to maintenance of credentials, and the many components in between, Certelligence was designed to help credentialing organizations (those with certification or accreditation programs) streamline their processes.  The recent integrations with many education-related technologies (ELearning, exams, communities, etc.) makes Certelligence even more of a compelling solution for allowing customers to manage the entire credentialing journey.

Myron Spence
Director of Technical Sales, ACGI Software
16:10 - 17:00
Crafting Exceptional Digital Experiences: Lessons Learned from Brewing Craft Beer

The craft beer industry has exploded in recent years. And for the last 10 years, we have embraced this by brewing our own beer at home. Homebrewing is filled with recipe successes and brew day disasters… teaching us that crafting beer is chemistry and art mixed together. Brewing is a balance of the best ingredients, mixed in the right proportions, to yield a memorable beer that we revisit often.

What do great beers and great websites have in common? Both require a careful balance of art and science that drive consumers to come back for more. In this fast-paced session, I will share our lessons learned in brewing craft beer and what that’s taught me about crafting exceptional digital experiences. With websites and great beer, the simple, well-tested, balanced recipe is the one that brings success. Attendees with walk away with lots of laughs and 10 essentials to crafting great experiences.

Michael Jones
Director, Mobile Technologies, ResultsDirect
16:10 - 17:00
Business Object: Enhancements and Key Techniques to Get the Most Out of Your Data

This training session will introduce you to the more advanced features of Business Object XI Release 4, including new features that will soon be available to ACGI customers.

With a focus on ACGI’s data model. We will explore actual examples from within the system that will strengthen your Web Intelligence (WebI) reporting skills while working with multiple, concurrent sets of data.

Dan Kasprow
CTO and Cofounder, ACGI Software
Tia Thompson
Technical Business Analyst, ACGI CSR
Bob Zenker
Director, Data & Analytics, Protiviti
17:00 - 17:45
Free Time

Enjoy some downtime before the Client Appreciation Event.

17:45 - 18:15
Meet at the Sheraton Lobby to take Bus to M&T Stadium

Let’s meet in the hotel’s 1st-floor lobby to board buses to M&T Bank Stadium for our evening celebration.

18:30 - 21:30
Customer Appreciation Dinner

ACGI will host a client appreciation dinner at M&T Bank Stadium, home of the Baltimore Ravens. In keeping with the KDays theme of: “Build Your Playbook – Transform Your Organization” – we’re encouraging everyone to wear their favorite sports jersey; any team, any sport. Come play to win!

06:15 - 07:00
Rise & Shine Yoga

Want to start off your day energized and alert? We’re offering complimentary yoga and breathing exercises with a certified yoga instructor.

Join us at the Sheraton Fitness Center for a session incorporating body, mind, and spirit.

Marcie Nitzberg
Sales Development, ACGI Software
07:15 - 12:00
Registration Desk Open

Located on the second floor of the Sheraton, the registration desk is directly off the escalator to your left. It’s your first stop for all KDays 2018 related materials and questions. Stop by and pick up your badge, conference bag, and say hello to the KDays events team.

 

07:15 - 08:30
Breakfast & Meet the Experts

It’s the most important meal of the day. Join us on the 3rd floor – Chesapeake Gallery for a hearty breakfast. We’ll also have industry experts who are ready to help you with your unique business needs. If you have questions. They have the answers. Meet the Experts.

08:30 - 09:20
From Third-and-Long to First-and-Goal: Using Your Playbook for Success

Whether you know it or not, you’ve been using a playbook to manage your ACGI database. So what does your playbook look like? More importantly, what should your playbook include to ensure the greatest success with Association Anywhere and Certelligence? Join Wes Trochlil and a panel of ACGI customers as they discuss how you can improve data management in your organization with the right team, well-executed plays, and a commitment to the fundamentals. You’ll walk away with a fresh perspective on how your system can help your organization advance its mission.

Wes Trochlil
President, Effective Database
09:30 - 10:20
If I Could Turn Back Time – Smart Fixes for Common Mistakes

The truth is that you can’t turn back time. Face it – mistakes happen. So, let’s accept that fact and use each mistake as an opportunity to learn and improve. This session will do just that. We will cover the common mistakes customers make when using ACGI and explore ways you can recover from them without missing a beat. Key takeaways for your playbook include:

  • Troubleshooting common accounting issues – no open batch, missing payments, etc.
  • Avoiding errors with ECM Actions and URLs in Stored Documents
  • Working with a Safety Net
Mark Ehrick
Senior Systems Analyst, ACGI Client Services & Relations
Beth Meyers
Senior Technical Analyst, ACGI Client Services & Relations
09:30 - 10:20
Digital Application Transformation With Rackspace

How Rackspace helps customers simplify, navigate, manage, and optimize their transformation in a complex, multi-cloud world.

Tom Camarro
Sr. Engagement Manager, Rackspace
09:30 - 10:20
When You Give a Mouse a Cookie… Extending and Improving the Customer Experience with ApEX, CSS and Javascript

In Amazon’s 2018 shareholder letter, Jeff Bezos asked, “How do you stay ahead of ever-rising customer expectations?” – The instant gratification factor is high and users want more now.

Every day your user have access to tools that look good and provide a highly usable interface for the end-user experience and collecting data. The problem posed by those interfaces is the data collected is not in your central customer database (AA/Certelligence). And, now it’s your problem to get the data added to the customer records. The solution is to build and provide improved workflows and user interfaces using native tools in AA/Certelligence.  ApEX provides excellent reporting, data collection, and with a little reverse engineering can be hooked into AA/Certelligence base functionality. CCS and Javascript, standard web tools, can add a more intuitive and visually appealing experience for both the internal and external customer. This session will cover tips and examples of how you can achieve more.

Chris Dugmore
Director of Data Integrity, The American Association for the Study of Liver Diseases
09:30 - 10:20
Users Experience: Delivering Product Value

It’s all about methodologies, paradigms, and standards, but what does it look like when they are actually used? Building upon concepts discussed in our “Emotions of Product Interaction” session, members of the UX and Product teams will demonstrate how the various user experience design concepts are being applied to the product landscape at ACGI. For example, we will explore how personas helps us develop dashboards and how usability data helps us mold our new navigation. Join us as we explore completed components, proof of concepts, and conceptual designs.