NiUG's Discovery Road Show - Chicago Area

The 2022 NiUG Discovery Road Shows are our way of bringing iMIS training to YOU! Join us to receive tools, strategies, training, and connections you need to advance both your career and your organization.
We will give you a full day of training starting with "The Now - iMIS 2017" morning sessions and concluding with "Transitioning to iMIS EMS" sessions in the afternoon. There will also be a working lunch covering the topic, "Communicating with your Staff to Reimagine your Member Journey."


Lunch & breaks are included in your registration.

  • All Day Training - Member: $400 | Non-Member: $525
  • Half Day Training - Member: $275 | Non-Member: $375 - NOTE: Half-Day Attendees, please make sure to answer the question if you will be having lunch with us!


Click HERE to Download the PDF!

Click Here to Watch our Chicago Road Show Video:


CLICK HERE to join NiUG International. Once your application is processed, you will receive member pricing. Please note, application processing can take up to 48 hours.


All cancellations require a written request and can be sent to [email protected]. In order to receive a refund (minus a $50 administrative fee), all requests must be received on or before May 16, 2022. No-shows and late cancellations forfeit the full registration fee. Cancellation notifications via social media (e.g., posting on our Facebook page or a tweet) are not accepted. If you need to cancel because of an illness or COVID after May 16, 2022, you will receive a credit for a future NiUG event.

We are pleased to have RSM US LLP sponsor the Chicago Road Show Lunch! Thank You - We appreciate You!

Thank you to our NiUG Road Show Partners!

Contributing Sponsors:
aks solutions
Association Technologies, Inc.
Computer System Innovations
enSYNC Corporation
Intuitive Business Concepts
Lane Services, LLC

Strategic Sponsors:
Armstrong Enterprise Communications
Advanced Solutions International
Data Impact Solutions/Mosaic Mobile Apps
Higher Logic
HighRoad Solutions
K2 and You Solutions

Corporate Sponsors:
Ascension Technology Solutions
Association Technology Solutions
Lane Services, LLC
TopClass LMS by WBT Systems

Event Time is 9:00 AM - 5:00 PM Central Time.

5/23/2022 9:00 AM - 5:00 PM
Eastern Daylight Time
Hyatt Regency OHare Chicago 9300 Bryn Mawr Avenue Rosemont, IL 60018


Monday, 23 May 2022

For iMIS EMS Cloud

Clean data is key for both your best business intelligence and a properly working software system. Poor data integrity can wreak havoc in upgrades, so it is important to identify and clean up the data before it causes issues. We'll start our NiUG Roadshow session by talking about the things you need to consider before migrating to IMIS EMS Cloud. We will share reports/scripts that you can use to help you determine what to run, review and change before making the move, so your transition can be a success.

Presentation made by: Angelia Moore, CiP,CiA,CSM,CSPO, PuMP, Principal Consultant, aks solutions

Chicago session Presented by: Doug Morris, Founder & CPO, Computer System Innovations
9:00 AM - 9:45 AM
5/23/2022 9:00 AM
More than Just A Search Tool

IQA's are extremely powerful and drive more than just your searches! We will show you how to maximize the value that IQA's can bring, such as: dashboards, reporting, web user interfaces and more. Additionally, we will provide a list of your presenter's favorite SQL expressions to take with you for future reference!

Presentation made by: Intuitive Business Concepts, LLC.

Chicago session Presented by: Michele Brandt, PMP, Director, Training and Application Onboarding, Association Technologies, Inc.
9:50 AM - 10:35 AM
5/23/2022 9:50 AM
Learn how to take your communications to the next level. We'll review how to define who you send your messages to and, in this session, we're also going to focus on how to use external email designers to make your emails look better.

Presentation made by: Shannon Kozinski, Consultant, & Amanda Feil, CAE, Director of Consulting, enSYNC Corporation

Chicago session Presented by: Jodi O'Toole, Senior Consultant, Computer System Innovations
10:45 AM - 11:30 AM
5/23/2022 10:45 AM
To Streamline Processes

The Great Resignation is real. If you are working with less staff and those remaining are all now wearing multiple hats, then you need to automate! Utilizing iMIS's Process Automation and Alerts will help your staff be more efficient to save them time and stress. This session will focus on ideas of what other organizations are doing in the way of automating processes, alerting staff to action items, and even alerting your members to act for themselves!

Presenter: Michele Brandt, PMP, Director, Training and Application Onboarding, Association Technologies, Inc.
11:35 AM - 12:20 PM
5/23/2022 11:35 AM
To Reimagine Your Member Journey

Author Peter Drucker says, "The purpose of a business is to create and keep a customer." Put yourself into your member's/constituent's shoes and think about what they would want to see and what their needs are. We will discuss ways to communicate with your staff on how to reimagine your member journey.

Instructor: Angelia Moore, CiP,CiA,CSM,CSPO, PuMP, Principal Consultant, aks solutions

Lunch is generously sponsored by RSM US LLP.
12:20 PM - 1:20 PM
5/23/2022 12:20 PM
There are more ways than ever to get you to the Cloud. In this session, we'll review the three pathways and help you decide which is right for you and why. You will leave this session with information on how to prepare for the move, possible work arounds for changed functionality, and even a phased approach to your move to the Cloud.

Presentation made by: Intuitive Business Concepts, LLC.

Presenter: Keith D. Perigo, CiSEng, CiA, Client Account Manager, RSM US LLP
1:25 PM - 2:10 PM
5/23/2022 1:25 PM
Membership in the Cloud offers organizations the flexibility to increase their member offerings. In this session, we will review the new features added to Membership since 2017 such as: terms, chapters, dues billing, coupon codes for new member joins, accrual and cash dues, autopay, flexible term dates and more!

Presentation made by: Shannon Kozinski, Consultant, & Amanda Feil, CAE, Director of Consulting, enSYNC Corporation

Chicago session Presented by: Deb Stagno, Consultant, Lane Services, LLC
2:15 PM - 3:00 PM
5/23/2022 2:15 PM
There are a lot of new tools that can make your life easier. Does Party.aspx make you cringe? Meet the Contact Redirector. Start with Panels and take it to the next level with Form Builder. Have you ever wished you could expand your SQL Expression to be a filter? Let us show you how to add it to a custom business object. Event panels, who knew!?! Use Report Writer to personalize letters, improve analytics and maximize revenue streams.

All presenters from the day will be on a panel for this session.
3:15 PM - 4:00 PM
5/23/2022 3:15 PM
Have you heard of a Moscow session? This is the perfect opportunity for you to provide direct input into the future changes to the iMIS product. Join us and take your must-haves, should-haves, could-haves, and won't-haves for iMIS back to the NiUG Product Advisory Committee and ASI for possible future release functionality!

Open Discussion - we want to hear from YOU!
4:05 PM - 5:00 PM
5/23/2022 4:05 PM

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