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 7.5 hours for CAE credit by attending specific educational sessions.

Download a Detailed PDF Schedule or view the online schedule below:

Educational Tracks & Focus

General Session
Power Up (Product Showcase)
Best Practices (User Presentations)
ACGI Training
Extending the Value of Your System (Partner Presentations)
Networking Activities, Events, Breaks, and Free Time

 

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 II
Loch Raven I
Harborview Gallery
Harborview Ballroom
Chesapeake Ballroom I & II
Fri
2018-06-08
TBD
Severn I
Loch Raven I
Harborview Ballroom
Chesapeake Ballroom I & II
Sheraton's Skywalk Terrace
Harborview Gallery
Harborview Ballroom
Camden 2
Camden 1
TBD
Sheraton Lobby
Severn I
M&T Stadium
Loch Raven II
Loch Raven I
Harborview Gallery
Harborview Ballroom
Chesapeake Ballroom I & II
TBD
Severn I
Loch Raven I
Harborview Ballroom
Chesapeake Ballroom I & II
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 - 18:00
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.

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
ACGI Client Services & Relations
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
ACGI Client Services & Relations
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
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
ACGI Client Services & Relations
Michelle Sutherlin
Business Informatics Director, Board of Certified Safety Professionals
16:00 - 16:30
Getting the Most Out of ACGI’s Wiki and ASSET
16:30 - 17:00
Which Reporting Tool Should I Use?
17:30 - 19:00
KDays Welcome Reception

Join us on the second floor of Sheraton’s Skywalk 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 - 08:30
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 - 09:15
Welcome Address

ACGI’s president and CEO will provide a warm welcome to Knowledge Days 2018, and address our position in the marketplace.

Kevin Hostutler
President & CEO
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

Refresh and refuel during this AM snack break. You’ll have a chance to network and engage with your peers, SMEs and Resource Partners.

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
Laura Perkins
Director of Membership & Chapter Services, Kappa Delta Pi
Jayne Geslak
Database Administrator, Kappa Delta Pi
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
11:00 - 11:50
GDPR – Are You in Compliance?
Dan Kasprow
CTO and Cofounder
11:00 - 11:50
Presentation by CatalystFire
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
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
14:00 - 14:50
Product Showcase: Enhancements to ApEx V5.01 Toolkit

ApEx Version 5.01 is now available in our version 8+ software and this interactive showcase session will highlight its key features. We will first provide an overview of ApEx, then highlight new features and vital changes your staff and customers will see in the back-office and SSA applications. We’ll then dive “under the hood” to highlight new development changes for those of you doing your own ApEx development or planning to in the future.

Athena Marneris
Engineer, ACGI's Engineering
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
Executive Director, National Council for Therapeutic Recreation Certification
Robin McNeal, CTRS
Director of Credentialing, National Council for Therapeutic Recreation Certification
14:00 - 14:50
If I Could Turn Back Time – Smart Fixes for Common Mistakes
Mark Ehrick
Senior Business Analyst, ACGI Client Services & Relations
Beth Meyers
14:50 - 15:10
Energy Break with Resource Partners

Attendees will have the opportunity to refresh and refuel during the energy snack breaks. 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
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
OmniPress
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
UI/UX Engineer, ACGI Engineering
Layla Masri
President, Bean Creative
15:10 - 16:00
Key Techniques to Get the Most Out of Your Data with Business Objects
Dan Kasprow
CTO and Cofounder
Tia Thompson
ACGI Client Services & Relations
15:10 - 16:00
Ready for Your Audit?

A finance and accounting-focused session.

Mark Ehrick
Senior Business Analyst, ACGI Client Services & Relations
Neil Willoughby
Director of Finance, Entomological Society of America
16:10 - 17:00
Using ECM Templates

Using ECM (Ecommunication management) templates.

Alison Horton
ACGI Client Services & Relations
16:10 - 17:00
Meeting the Expectations of Today’s Learners

Professional development, continuing education, and e-learning continues to be an evolving landscape. With that comes the shifting demands and preferences of today’s learners. For many organizations, an LMS is a perfect solution to ensure they are meeting these expectations. In this session, we will explore learner expectations, how to continually keep the learners’ preferences at the forefront, and how your LMS can help meet the new standards.

 

Sam Hirsch
Client Development
Aubrey Mellos
Marketing Manager
16:10 - 17:00
API Integration Between Your Website and ACGI

Do you need authentication between AssociationAnywhere (AA) and your website? Would you like to provide a membership directory that’s integrated with member records in AA? Do you need a simple Single-Sign-On (SSO) with a third-party website? Or, are your needs to integrate AA with your web frontend more complex? In this session, you will learn about different options for integration with AssociationAnywhere (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.
16:10 - 17:00
The Credentialing Journey with Certelligence
Myron Spence
Director of Technical Sales
17:00 - 17:45
Free Time
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!

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
Wes Trochlil
President at Effective Database
09:30 - 10:20
Empower Yourself on Custom Reporting and Applications
09:30 - 10:20
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
09:30 - 10:20
Presentation by ResultsDirect
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.

Lou Hill
Senior Product Manager
Alan Moore
UI/UX Engineer, ACGI Engineering
10:30 - 10:50
Energy Break with Resource Partners

Refresh and refuel during this AM snack break. You’ll have a chance to network and engage with your peers, SMEs and Resource Partners.

11:00 - 11:50
Attracting, Engaging, and Retaining Members with Online Community

As association professionals, our primary goal is to improve the lives of our members and the world in which they exist. To do this effectively, we must understand the challenges that they face and empower them to shape what we do, rather than the other way around. And, when we do this, we also create stronger organizations that more members will want to be a part of. When you integrate ACGI with an online community, you gain a powerful member benefit that both allows you to hear from a wider swath of your members and gives them the ability to solve their problems and initiate positive change.

Lindsay Starke
Lead Community Strategist
11:00 - 11:50
Find a Pro – A Case Study – Using ACGI’s Referral Module

Style and substance. How the American Society of Interior Designers and ACGI partnered to centralize a member search into a profit center. Balancing the aesthetic needs of a design-conscious community while creating a simple, easy to use tool that is a membership value-add.

Kerri L. McGovern, MPP, CAE
Membership Director
11:00 - 11:50
Creating Dynamic Overviews – Display the Data that’s Meaningful to You
Alison Horton
ACGI Client Services & Relations
11:00 - 11:50
New Developments with Business Objects XI

A product showcase.

Dan Kasprow
CTO and Cofounder
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
Innovation Game | The Technology Disruptors to Watch

Will a drone soon be delivering your lunch, or will you be sporting a tattoo that monitors your vital signs? In this fast-paced, fun session, we’ll be taking a look at new technology trends as well as new innovations from ACGI. You’ll have the opportunity to “get in the game” guessing what technology disruptors (self-driving cars, anyone?) will impact your future and the future of your association and the communities it serves. Come ready to learn, have fun, and win some amazing prizes!

Michael Jones
Director, Mobile Technologies, ResultsDirect
13:00 - 17:00
Resource Partners Move Out

Partner Resource Exhibit Area Dismantle

14:00 - 14:50
Working with ApEx Tools

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
Engineer, ACGI's Engineering
14:00 - 14:50
Are Your Credentials Future Ready?: Making the Case for Micro-credentials

There’s a lot of buzz about micro-credentials, but what are they? How are they different from traditionally offered credentials? Is a digital badge a micro-credential?   What’s involved in developing and granting them? Come learn how micro-credentials are providing additional value for professionals while developing new revenue streams for organizations.

Dr. Ginger Malin
Founder and EVP, BadgeCert Inc
14:00 - 14:50
The Sales & Marketing Lifecycle with Your ACGI System
Adam Davis
Director of Business Analysis/Solutions Architect
Marc Durling
Senior Business Analyst, ACGI's Professional Services
Alan Armstrong
Business Analyst, ACGI Professional Services
15:00 - 16:00
ACGI Users Group Meeting and Closing Remarks

AUG meeting is for customers only.

Deb Rhoda
Vice President of Customer Excellence, ACGI Software
Michele Brown
Vice President of Client Services & Relations, ACGI Software
Lee Correll
Vice President of Engineering & Infrastructure, ACGI Software
Kevin Hostutler
President & CEO
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