JULY 24 - 27 2016clients.imodules.com/s/1333/images/gid3/editor_documents/sizzler/… · 2016-2017 academic year and award 17 students with scholarships totaling $25,500. We believe

JULY 24 - 27

2016

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This Program Belongs To:

Welcome to Sizzler! We are very excited to welcome you to Kansas City for our tenth annual Sizzler User Conference! During the next few days, you will have the chance to share ideas and network with more than 700 peers in higher education as well as iModules team members. You’ll learn how other organizations are successfully using Encompass to meet their goals and leave with new ideas you can implement at your institution. With more than 40 presentations, you’ll be able to attend sessions that apply specifically to your organization’s needs. iModules product experts also will be available to talk with you one-on-one about upcoming enhancements to iModules’ Encompass platform, you’ll learn about strategies related to constituent engagement, and you’ll have opportunities to provide product feedback. While Sizzler 2016 allows us to learn more about your institution’s goals and successes, it’s also a chance for you to learn more about our growth and future plans. For more than 14 years, Encompass has served as the leading online constituent engagement platform for higher education. While we’re proud of the service we’ve provided, it’s time to focus on modernizing the platform. During the next few years, we’ll be dedicating significant engineering resources to the goal of making the platform more visually appealing, functional, and stable. Due to the breadth and depth of Encompass, this effort can’t be made overnight. However, the end result will be a dramatic improvement for your staff, volunteers, and constituents. We’re also proud that this year marks the ninth anniversary of the iModules Scholarship Program, which provides scholarships for students enrolled at client institutions. With more than 6,000 applicants to date (and nearly 900 applicants this year alone), we are honored to continue our tradition for the 2016-2017 academic year and award 17 students with scholarships totaling $25,500. We believe helping students to further their education is one of the greatest gifts we can give back to our clients and the communities they serve. Due to your dedicated efforts, Encompass continues to surpass previous years’ numbers in nearly every category. Milestones from the last year include: • $311 million in client revenue processed (new all-time high) • 1.04 billion emails sent • $230 million in gift dollars processed • 768,000 separate gifts • 3 million event registrants I continue to be honored to have the privilege of serving you, our valued clients. Thank you for allowing all of us at iModules to share in your success and we hope you have an exceptional conference experience.

Cheers to Sizzler 2016!

Sincerely,

Fred Weiss President and CEO of iModules

Table of ContentsTrack Descriptions & Session Types | pg. 1Agenda Overview | pg. 2-4Venue Map | pg. 5Schedule with Session Descriptions | pg. 6-16Tuesday Night Tailgate | pg. 17General Information & Scholarship Winners | pg. 18Partners and Sponsors | pg. 19Speaker and Facilitator Index | pg. 202017 Save the Date | inside back cover

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Join the Conversation! Have an "Aha!" moment? Don't forget to share your conference experience on Twitter® by using #Sizzler16, and connect with us using @imodules.

Capture your favorite moments. Post your Sizzler photography on Instagram® using #Sizzler16 and tag @imodulessoftware.

Ideas. Best Practices. Networking. Ask questions, get answers, or share your expertise. Join your peers in the community at support.imodules.com.

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SPARK! PresentationsOn the main stage, eight clients will speak for 10 minutes each, covering various topics and providing great ideas to take back to your organization.

Peer PresentationsHearing from other iModules clients can play an important role in helping you determine how to use iModules’ Encompass platform to optimize your own results. Attend these sessions to learn best practices from organizations that are having the greatest success.

Idea ExchangesIdea Exchanges are opportunities for attendees to come together and discuss strategies, successes, and best practices. Each Idea Exchange focuses on a specific topic. iModules facilitators guide the sessions by asking questions to encourage discussion.

iModules PresentationsDuring these presentations by iModules staff members, you will gain strategic insight and training on various aspects of iModules’ Encompass platform so that you can maximize results.

Idea LoungeThe Idea Lounge is open every day of the conference and offers you one-on-one consulting with iModules staff and departments such as Training, Application Support, and Account Management. You will need to bring a laptop if you want to access to your site.

Tech TownhallVisit the Tech Townhall anytime throughout Sizzler to chat with members of the iModules Product Management and Development teams, participate in user testing, and vote on technology priorities that will help guide the direction of iModules.

Types of Sessions

TRACKS AND SESSION TYPES

Topic-Based Session Tracks Sizzler offers topic-based session tracks for every user level to ensure you leave the conference with new ideas that help you support your organization’s goals and initiatives. Session track topics include Engagement & Strategy, Tactics & Trends, Tips & Tricks, Ideas & Opinions, and Development & Technology Concepts.

Engagement & Strategy Sessions held in the New York room

Tactics & Trends Sessions held in the Atlana room

Tips & TricksSessions held in the Chicago room

Ideas & Opinions Sessions held in the San Francisco room

Development & Technology Concepts Sessions held in the Grand Ballroom Foyer

Which sessions should I attend? Each session is recommended for either Beginner, General, and/or Advanced Users. Beginner Users have less than one year experience, General Users have one to two years experience, and Advanced Users have more than two years experience with iModules’ Encompass platform. The “recommended for” designations are below each session description.

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Download the Mobile App: search "Sizzler" in the App Store and Google Play Store

SUNDAY 7AM 8 9 10 11 12PM 1 2 3 4 5 6 7PM

“Pregame” Welcome ReceptionExhibit Hall B 4:30 - 6:30PM

MONDAY 7AM 8 9 10 11 12PM 1 2 3 4 5 6 7PM

Sunrise Yoga Van Horn 6:30 - 7:15AM

BreakfastExhibit Hall A 7:30 - 8:45AM

Breaks 8:45AM, 9:50AM, 11:05AM, 2:10PM, 3:10PM [with snack] (15 min each)

Opening Keynote Exhibit Hall B 9:00 - 9:50AM

SPARK! (first half)Exhibit Hall B 10:05 - 11:05AM

LunchExhibit Hall A 12:05 - 1:25PM

Information Desk & Technology Kiosk The Terrace 7:30AM - 5:00PM

Partners & Sponsors ShowcaseThe Terrace 7:30-9:00AM, 9:50-10:05AM, 11:05AM-5:00PM

Idea LoungeThe Terrace 11:20AM -12:05PM, 1:25 - 5:00PM

Concurrent Sessions #1 PICK ONE 11:20AM - 12:05PM

Encompass: The Bird’s Eye View (En) ** (New York) Digital Storytelling for Inspiration and Impact (Ta) (Atlanta) Managing Non-Member Records (Ti) (Chicago) Web Services Idea Exchange (Id) (San Francisco) Tech Townhall (Dev) (Grand Ballroom Foyer)

Concurrent Sessions #2 PICK ONE 1:25 - 2:10PM

Innovative Engagement (En) (New York) How to Find Success as a New User (Ta) (Atlanta) Role Creation, Usage, and Clean-Up (Ti) (Chicago) Measuring & Defining Success/ROI Idea Exchange (Id) (San Fran) Tech Townhall (Dev) (Grand Ballroom Foyer)


Engagement Scoring: Work Smarter, Not Harder (En) (New York) #KohawkDay Raises More Than $300,000 (Ta) (Atlanta) Google Apps for Ed.: Implementing & Maintaining (Ti) (Chicago) Email Marketing Idea Exchange (Id) (San Francisco) Tech Townhall (Dev) (Grand Ballroom Foyer)


Mobile Event App: Your Branded Digital Guide (En) (New York) A Little R&R: Reunion Re-imagined (Ta) (Atlanta) Getting the Most Out of Your HTML Email Templates (Ti) (Chicago) Engagement & Social Media Idea Exchange (Id) (San Francisco) Tech Townhall (Dev) (Grand Ballroom Foyer)

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Engagement & Strategy (En) Tactics & Trends (Ta) Tips & Tricks (Ti) Ideas & Opinions (Id) Development & Technology Concepts (Dev) ** Indicates a repeated session Indicates session will be streamed live

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TUESDAY 7AM 8 9 10 11 12PM 1 2 3 4 5 6 7PM

Sunrise Yoga Van Horn 6:30 - 7:15AM


Breaks 8:45AM, 10:00AM, 11:00AM, 2:20PM, 3:20PM [with snack] (15 min each)

Keynote with Thornton MayExhibit Hall B 9:00 - 10:00AM


Partners & Sponsors Showcase The Terrace7:30-9:00AM, 10:00AM-1:20PM, & 2:20-5:00PM

Idea LoungeThe Terrace 10:15AM -12:00PM, 2:35 - 5:00PM

Concurrent Sessions #1 PICK ONE 10:15 - 11:00AM

All Things Development: Upcoming Releases (En) (New York) Purdue Alumni Redesign Experience (Ta) (Atlanta) Dynamic Directories: From Businesses to Owners (Ti) (Chicago) Event Management/Mobile App Idea Exchange (Id) (San Fran) Tech Townhall (Dev) (Grand Ballroom Foyer) Utilizing Encompass Across Campus **Bonus Session** (Empire C)

Concurrent Sessions #2 PICK ONE 11:15AM - 12:00PM

Alumni Engagement Metrics (En) (New York) Latest & Greatest Enhancements (Ta) ** (Atlanta) How to Use Encompass Like an iModules Designer (Ti) (Chicago) Data Management Idea Exchange (Id) (San Francisco) Tech Townhall (Dev) (Grand Ballroom Foyer)

LunchExhibit Hall A 12:00 - 1:20PM

SPARK! (last half)Exhibit Hall B 1:20 - 2:20PM


Building Better Email (En) ** (New York) Utilizing the Campaign Progress Indicator for Your Crowdfunding and Day of Giving Goals (Ta) (Atlanta) Launching Your Day of Giving with a Small Shop (Ti) (Chicago) Training Programs at Institutions Idea Exchange (Id) (San Francisco) Tech Townhall (Dev) (Grand Ballroom Foyer)


What You Can Learn About Your Constituents From an Outside Perspective (En) (New York) How I Learned to Stop Worrying and Love Email (Ta) (Atlanta) Customizing HTML in the Progress Indicator for Crowdfunding Project Pages (Ti) (Chicago) Online Giving Idea Exchange (Id) (San Francisco) Tech Townhall (Dev) (Grand Ballroom Foyer)

Tuesday Night TailgateExhibit Hall 6:30 - 9:00PM

AGENDA OVERVIEW

Engagement & Strategy (En) Tactics & Trends (Ta) Tips & Tricks (Ti) Ideas & Opinions (Id) Development & Technology Concepts (Dev)

Don't forget it's "Spirit Night"

** Indicates a repeated session Indicates session will be streamed live

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WEDNESDAY 7AM 8 9 10 11 12PM


Breaks 8:45AM, 9:45AM, 10:45AM (15 min each)

Social Media Trends and AwardsExhibit Hall B 9:00 - 9:30AM

Fred's ClosingExhibit Hall B 9:30 - 9:45AM


Partners & Sponsors ShowcaseThe Terrace 7:30 - 9:00AM, 10:00AM - 12:00PM

Idea LoungeThe Terrace 10:00AM - 12:00PM


Building Better Email (En) ** (New York) Engaging Students & Alumni Through Online Events (Ta) (Atlanta) Top 10 App Support Questions/iMod. Support Center (Ti) (Chicago) Strategic Initiatives Idea Exchange (Id) (San Francisco) Tech Townhall (Dev) (Grand Ballroom Foyer)


Encompass: The Bird’s Eye View (En) ** (New York) Latest & Greatest Enhancements (Ta) ** (Atlanta) Bringing it All Together -- Planning for Success with iModules (Ti) (Chicago) Event Reporting & Analytics Idea Exchange (Id) (San Francisco) Tech Townhall (Dev) (Grand Ballroom Foyer)

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Your Sizzler CHECKLIST FOR SUCCESS

We have packed the next few days with everything iModules has to offer and splashed in a little fun along the way. This checklist will ensure you have the best conference experience possible. Download the Mobile App

It’s Sizzler in the palm of your hand! Plan ahead and build your schedule to maximize your day.

Join the Social ConversationShare your Sizzler experience with the world by using #Sizzler16.

Attend SPARK! PresentationsBring your notepad for some fast, great ideas to take back to your organization.

Visit the Idea LoungeExperience a unique opportunity to talk one-on-one with iModules staff specifically about your needs.

Share Feedback in the Tech TownhallGive feedback to iModules Product Owners, participate in user testing, and vote on technology priorities.

Download the Sizzler Mobile AppLooking for an easy way to access event information and plan your Sizzler schedule? The Sizzler mobile app includes all presentation sessions and general event programming. You can connect with fellow attendees, discover local hot spots, and receive notifications specific to #Sizzler16 right from your mobile device.

Simply search "sizzler" in the App Store and Google Play Store- View schedules and explore sessions- Search activities, FAQs, and attendees- Manage your personal event itinerary- Access maps and floor plans- Learn more about partners and sponsors- Discover local restaurants and activites- See other attendees who have checked in at Sizzler- Receive notifications specifically about Sizzler

** Indicates a repeated session

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Sheraton Kansas City Hotel at Crown Center

Information Desk Technology Kiosk Idea Lounge Partners & Sponsors Showcase

Ballroom Level

Tech Townhall

VENUE MAP

Mezzanine Level

EXHIBIT HALL A

EXHIBIT HALL B

Onsite Registration

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SUNDAY8:00 AM - 12:00 PM

Strategic Client Advisory Board Meeting Chicago A, Ballroom LevelNOTE: This is a closed session for Strategic Client Advisory Board members only.

12:00 - 1:00 PM

Client Advisory Board LunchSan Francisco A, Ballroom LevelNOTE: This is a closed lunch for Client Advisory Board members only.

12:00 - 8:00 PM

Onsite Conference RegistrationExhibit Hall Foyer, Mezzanine Level

1:00 - 3:30 PM

Platform Client Advisory Board Meeting Chicago A, Ballroom LevelNOTE: This is a closed session for Platform Client Advisory Board members only.

4:30 - 6:30 PM

“Pregame” Welcome ReceptionExhibit Hall B, Mezzanine LevelGet warmed up for three days of learning, networking, and idea sharing! Get to know your peers and iModules staff during this relaxed, fun, pre-dinner event. Light appeitizers and drinks (beer/wine) will be provided.

6:30 PM Dinner on your own

MONDAY6:30 - 7:15 AM

Sunrise YogaVan Horn, Mezzanine Level Join certified yoga instructor Jen Saab (also iModules’ Marketing Communications Manager) for a vinyasa style yoga practice linking postures, movement, and breath. All that’s needed is a yoga mat, which the Sheraton has provided in the room (first come, first served). All levels are welcome.

7:30 - 8:45 AM

BreakfastExhibit Hall A, Mezzanine Level

7:30 - 9:00 AM

Partners & Sponsors Showcase OpenThe Terrace, Mezzanine Level

8:45 - 9:00 AM

Break 9:00 - 9:50 AM

Opening KeynoteFred Weiss | iModules President and CEOTroy Anderson | iModules Chief Technology Officer

Exhibit Hall B, Mezzanine Level

9:50 - 10:05 AM

Break 9:50 - 10:05 AM


Join the Conversation! Have an "Aha!" moment? Don't forget to share your conference experience on Twitter® by using #Sizzler16, and connect with us using @imodules.

Capture your favorite moments. Post your Sizzler photography on Instagram® using #Sizzler16 and tag @imodulessoftware.

iModules Support CenterIdeas. Best Practices. Networking. Ask questions, get answers, or share your expertise. Join your peers in the community at support.imodules.com.

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Streamed Live Compliments of mStoner

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10:05 - 11:05 AM

SPARK! (first half)Exhibit Hall B, Mezzanine LevelHear the first half of the “SPARK!” presentations. Four clients will speak for 10 minutes each, covering various topics and providing fast, great ideas to take back to your organization.

How to Market Your (Hopefully) Viral Video Series

Jennifer Tanaka | Northwestern University Lauren Lakomek | Northwestern University Anticipating the marketing campaign for this year’s reunion events, Northwestern University produced a video series called “Cats in Carts.” In the series – filmed during the previous year’s reunion – seven alumni were interviewed about their time as students while touring the campus in a golf cart. This presentation will walk through the production of this series, how to choose individual subjects, plan for the day of shooting, and market videos through social media and email promotion.

PurdueConnect: A Donor Relations Self ServiceBecky Johnson | Purdue Research FoundationPurdue alumni and friends can take advantage of special benefits and time-saving resources by logging into PurdueConnect. This also allows constituents to see their contact information, Convos points, Endowment(s), Giving to Purdue, volunteer resources, online directory, and more, all in one simple area. Learn how the Purdue Research Foundation created new endowment and tax summary fields to decrease costs of sending out endowment statements and tax forms.

MUBecauseofUNicki Russell | Miami University Suzanne Clark | Miami UniversityAs a way to thank alumni at Thanksgiving and recap favorite moments from 2015, Miami University created #MUBecauseofU. Featuring 12 (one for each month) of the school’s proudest moments and using an iModules-created template, the email was sent to a special list of donors and volunteers before Thanksgiving.

Stretching Encompass for a Custom FitMatt Bain | Georgia Tech Alumni AssociationSara Blanchard | Georgia Tech Alumni AssociationLearn how Georgia Tech Alumni Association was able to utilize Encompass to handle its annual Student Alumni Association kickoff. This involved using features of Encompass in unconventional ways to handle in-person registration for almost 4,000 student members/donors over the course of a few hours. The new process helped make an efficient and stress-free day, resulting in a 17% increase in registrations from the prior year’s kickoff.

11:05 - 11:20 AM

Break11:05 AM - 5:00 PM


11:20 AM - 12:05 PM

Idea Lounge OpenThe Terrace, Mezzanine Level

SESSIONS FROM 11:20 AM - 12:05 PM

Encompass: The Bird’s Eye ViewTroy Anderson | iModules Chief Technology Officer

Engagement & Strategy Track - New York, Ballroom LevelThis session is for those interested in learning about the vision for Encompass. Hear details about the system infrastructure as well as short and long term goals regarding planned improvements.Recommended for: All Users

NOTE: This presentation is also offered on Wednesday, July 27 from 11:00 - 11:45AM

Digital Storytelling for Inspiration and ImpactVoltaire Santos Miran | mStoner

Tactics & Trends Track - Atlanta, Ballroom LevelStorytelling is one of the oldest forms of communication known to man and is used to educate, solve problems, entertain, assimilate, provide pattern and order, and connect. In academe, stories persuade, inspire, and move people to action. This presentation will cover the five fundamental elements of a good digital story and the six stages of a digital story’s life. Leave this session with concrete tools and tactics for producing, deploying, measuring, and optimizing story content.

Recommended for: General Users

Managing Non-Member RecordsCrystal Hickey | iModules Onsite Software Trainer Jeremy Allen | iModules Software Trainer

Tips & Tricks Track - Chicago, Ballroom LevelIt’s almost impossible to avoid the creation of non-member records (also known as guest accounts) in your iModules database. This training session will explain how Encompass distinguishes between a non-member record and a member record, the various ways non-member records are created, and how to use the Non-Member Merge Import File to help keep your iModules database clean. The benefits of using the pre-populate functionality and how it can cut down on the number of non-member records being created will also be covered.

Recommended for: All Users

SCHEDULE WITH SESSION DESCRIPTIONS

MONDAY


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Web Services Idea ExchangeAlice Njuguna | iModules Quality Assurance Engineer Josh Bourdon | iModules Senior Software Engineer

Ideas & Opinions Track - San Francisco, Ballroom Level Share lessons learned when using web services to connect Encompass with your institution’s database. We’ll discuss profile data, as well as querying and updating event and campaign data. Learn about recommendations regarding paging thresholds, timeout limits, and transactional timing. iModules facilitators will share ideas and help generate discussion.Recommended for: All Users

Tech TownhallDev. & Tech. Concepts Track - Grand Ballroom Foyer, Ballroom LevelVisit the Tech Townhall anytime throughout Sizzler to chat with members of the iModules Product Management and Development teams, participate in user testing, and vote on technology priorities that will help guide the direction of iModules. Recommended for: All Users

12:05 - 1:25 PM

Lunch Exhibit Hall A, Mezzanine LevelThere will be 15 reserved lunch tables available on a first-come, first served basis for attendees interested in discussions with their peers in similar roles or organizations. Reserved tables are located along the windows and have table topic signs.

SESSIONS FROM 1:25 - 2:10 PM

Innovative EngagementSara Hunt Munoz| Fordham UniversityTaylor McDonnell | Fordham University

Engagement & Strategy Track - New York, Ballroom LevelEngagement is more than just bodies at an event. Fordham has been using iModules to increase engagement in a variety of ways; facilitating connections between alumni and connecting them back to the university. This includes premium content behind log in (like videos of Career Workshops), lecture series videos, and use of the searchable directory. Fordham also regularly promotes standard features like class notes, member-to-member emails, and event registration. Learn how they raised thousands of dollars with a suggested donation component to event registration and about their mobile app usage for their June reunion. Recommended for: Beginner and General Users

How to Find Success as a New UserTeresa Kreiner | Houston College of Law

Tactics & Trends Track - Atlanta, Ballroom LevelAre you new to iModules at your institution? After a complete Advancement department turnover, learn how the new staff at Houston College of Law got acclimated to iModules with a limited budget and resources. Find out how they found success with data integration of online and offline databases, managing non-member records, email marketing, and the speed bumps they encountered along the way.

Recommended for: Beginner Users

Role Creation, Usage, and Clean-UpMegan Walker | iModules Software TrainerSarah Nielsen | iModules Software Trainer

Tips & Tricks Track - Chicago, Ballroom LevelRoles impact the experience that a user has in your site. From controlling pages in the navigation to data fields on a form, roles are a powerful tool that YOU control. Roles are driven off of data you already have on constituents as well as the data they provide in a form. This session will show you how to create roles, customize the user experience with these roles, and how to keep the role listing cleaned up and organized.

Recommended for: Beginner and General Users

Client Corner Pennsylvania State University CASE Gold Award Recipient in Alumni Relations for Creative Strategies for Engaging Volunteers

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Watch Your Inbox! Was there a mind-blowing presentation? Want to hear more about a certain topic next year? Or perhaps you have an idea for future Sizzlers!

At the end of each conference day, you will be emailed a short survey. Your feedback is very important to us, and learning about the Sizzler experience through your eyes is one of the ways we elevate the conference each year. We thank you in advance for taking a few brief moments to share your thoughts, ideas, and reviews.

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Measuring & Defining Success/ROI Idea Exchange Brendon Woodworth | iModules Professional Services ConsultantMark Werner | iModules Product Futurist

Ideas & Opinions Track - San Francisco, Ballroom Level Join this session to discuss how your institution measures and defines engagement success. Learn how other schools measure ROI and how these metrics tie into an overall strategic plan. Share best practice information and brainstorm new ideas. iModules facilitators will share ideas and help generate discussion.Recommended for: All Users


1:25 - 5:00 PM Idea Lounge Open

The Terrace, Mezzanine Level

2:10 - 2:25 PM

BreakSESSIONS FROM 2:25 - 3:10 PM

Engagement Scoring: Work Smarter, Not HarderMelissa Knudsen | iModules Measurement & Data AnalystMirko Widenhorn | iModules Senior Account Manager/ Strategic Consultant

Engagement & Strategy Track - New York, Ballroom LevelMotivating your audience to take action and engage with your institution is at the core of what you do every day. How do you know if your approach is working? iModules' new Engagement Scoring product makes it easy to segment your constituent base, prioritize engagement strategies, and measure the impact of those strategies. Learn how just one number helps show value and ROI to colleagues, and hear how other schools have benefitted from Engagement Scoring.Recommended for: All Users

#KohawkDay Raises More Than $300,000Mary Springer | Coe College

Tactics & Trends Track - Atlanta, Ballroom LevelWith only one day of giving under its belt, Coe College upped the ante and raised more than $300,000 on the second #KohawkDay in April 2016. Learn how this small college experienced such big gains in alumni engagement and donations.Recommended for: All Users

Google Apps for Education: Implementing and Maintaining Roger Nelsen | UNC General Alumni Association

Tips & Tricks Track - Chicago, Ballroom LevelThinking about offering branded Gmail accounts to your alumni? Wondering how much time and effort it takes to maintain this service? If you are considering offering this service, or you have implemented the service and want to learn more about how to maintain it, this session will offer insight and guidance for a smooth transition. Recommended for: All Users

Email Marketing Idea Exchange Andrea Ganier | iModules Product OwnerChris Anderson | iModules Professional Services Consultant

Ideas & Opinions Track - San Francisco, Ballroom LevelJoin this session to discuss general topics around email marketing. Potential topics include how you use community content, coordinating marketing efforts across your institution, mobile optimization, and more! iModules facilitators will share ideas and help generate discussion. Recommended for: All Users



MONDAY

Client Corner Auburn University CASE Silver Award Recipient in Advancement Services for Donor Relations

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3:10 - 3:25 PM

Break with snackSESSIONS FROM 3:25 - 4:10 PM

Mobile Event App: Your Branded Digital GuideTroy Anderson | iModules Chief Technology Officer

Engagement & Strategy Track - New York, Ballroom LevelThere’s an app for nearly everything these days. You might even be reading this in the Sizzler app on your mobile device. If so, you’re already getting familiar with the new iModules Event App. Join this session to learn how apps can energize your event and provide high value to your constituents by offering personalized experiences and up-to-date agendas. We’ll review the current app features, supporting toolset, and app publishing process as well as future enhancements.


A Little R&R: Reunion Re-imaginedErin Thornton | University of Notre DameSabrina Goldman | iModules Product Owner

Tactics & Trends Track - Atlanta, Ballroom LevelUniversity of Notre Dame and iModules re-imagined the registration process for Notre Dame's annual reunion. During this session, learn more about the steps they took, how the changes benefitted the process, and the feedback from the end user.Recommended for: Advanced Users

Getting the Most Out of Your HTML Email TemplatesChris Smith | iModules Manager Design Services

Tips & Tricks Track - Chicago, Ballroom LevelFrom design to send, there are numerous things you should consider to make your email template successful. Clicking send shouldn’t be scary and the right template will ensure that it isn’t. Join Chris Smith from the iModules Design team as he covers topics ranging from content layout to time-saving build tips.


Engagement & Social Media Idea Exchange Brendon Woodworth | iModules Professional Services ConsultantJoe Wiggins | iModules Manager, Account Management

Ideas & Opinions Track - San Francisco, Ballroom LevelJoin this session to discuss your overall engagement strategies and social media efforts with your peers. Learn tips, best practices, and brainstorm new ideas. iModules facilitators will share ideas and help generate discussion. Recommended for: All Users

Tech TownhallDev. & Tech. Concepts Track - Grand Ballroom Foyer, Ballroom Level

Visit the Tech Townhall anytime throughout Sizzler to chat with members of the iModules Product Management and Development teams, participate in user testing, and vote on technology priorities that will help guide the direction of iModules. Recommended for: All Users

4:10 PM

Dinner on your own 5:00 - 6:00 PM

Client Advisory Board Happy HourEvent Space, Executive Club LevelNOTE: This is a closed reception for Client Advisory Board members only.

TUESDAY6:30 - 7:15 AM

Sunrise YogaVan Horn, Mezzanine LevelJoin certified yoga instructor Jen Saab (also iModules’ Marketing Communications Manager) for a vinyasa style yoga practice linking postures, movement, and breath. All that’s needed is a yoga mat, which the Sheraton has provided in the room (first come, first served). All levels are welcome.

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Client Corner SUNY Cortland SUNYCUAD Best of Category recepient in Alumni Programs for One Million Points of Pride

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7:30 - 8:45 AM


7:30 - 9:00 AM


8:45 - 9:00 AM

Break 9:00 - 10:00 AM

Technology, C-Roles, and the Future of Institutional RelationshipsExhibit Hall B, Mezzanine Level

10:00 - 10:15 AM

Break 10:00 AM - 1:20 PM

Partners & Sponsors Showcase Open The Terrace, Mezzanine Level

Thornton May FUTURIST, EDUCATOR, AUTHOR

Thanks to big data, inexpensive sensors, and powerful analytics, Disney has total situational awareness of every customer interaction. Casinos routinely “intervene” to keep guests from becoming frustrated at runs of bad luck. Telcos use social media to map and score customer satisfaction in real time. The University of Kentucky uses predictive analytics to monitor student progress toward stated educational outcomes in real time. Constituent expectations have changed. How institutions create and sustain relationships is evolving.

To quote President Barack Obama, “…our world is wealthier, healthier, better educated, less violent, more tolerant, more socially conscious, and more attentive to the vulnerable than it has ever been.” The challenge facing institutional leaders today is about the choices we make to ensure that constituents in the future will continue to seek deep relationships with our institutions.

10:15 AM - 12:00 PM


SESSIONS FROM 10:15 - 11:00 AM

All Things Development: Upcoming ReleasesAndrea Ganier | iModules Product OwnerGabe Garrow | iModules Product OwnerSabrina Goldman | iModules Product Owner

Engagement & Strategy Track - New York, Ballroom LevelLearn about what the iModules Product Development team is working on, as well as the upcoming initiatives that will be next in line. In this session, we will talk about our current development efforts, and those priorities being readied for the next rounds of development in the second half of the year. Your direct input will let us know how these priorities line up with your organization’s needs, what they need to include to be the most helpful, and what we should be looking at next.


Purdue Alumni Redesign ExperienceJared West | Purdue Alumni Association

Tactics & Trends Track - Atlanta, Ballroom LevelIn 2015, the Purdue Alumni Association engaged iModules Design Services for a website redesign. One priority was to increase traffic by more frequently updating content. This was achieved by closely integrating the Purdue Alumnus magazine site with the new homepage in a newsfeed-type setup. Learn more about the redesign experience and see the end results. Recommended for: Beginner and General Users

Dynamic Directories: From Businesses to Owners Brendon Woodworth | iModules Professional Services Consultant

Tips & Tricks Track - Chicago, Ballroom LevelAlumni directories have been around forever, but with the age of Facebook, LinkedIn, and Google, you know what your friends are up to. Explore some alternative uses of a directory to create more engaging content for users.



TUESDAY

Client Corner University of Toronto CASE Bronze Award Recipient in Alumni Relations for Programming for Special Constituencies

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Event Management/Mobile App Idea ExchangeCourtney Bartolich | iModules Professional Services ConsultantTroy Anderson | iModules Chief Technology Officer

Ideas & Opinions Track - San Francisco, Ballroom LevelJoin this session to discuss how your institution is utilizing mobile apps to manage events and engage constituents. Share how to position the importance of a mobile app, the value your institution has received from using mobile apps, and which features have realized the most value. iModules facilitators will share ideas and help generate discussion. Recommended for: All Users


Utilizing Encompass Across CampusGeoff Knue | iModules Vice President, Business DevelopmentSandra Bower | iModules Client Sales Manager

BONUS SESSION - Empire C, Mezzanine Level Do you have other schools and colleges communicating with alumni? Do you want visibility into your cross-campus alumni engagement activities? Discover how iModules can help you maintain consistent branding and messaging across the campus, share only relevant data with schools or colleges, and preserve your data integrity – all while allowing each entity to operate with its unique set of administrative tools. The Encompass Enterprise solution gives you the flexibility you need to empower additional alumni groups on campus and cohesively drive your alumni engagement strategies.Recommended for: All Users

11:00 - 11:15 AM

BreakSESSIONS FROM 11:15 AM - 12:00 PM

Alumni Engagement MetricsLindsay Carter | DePauw University

Engagement & Strategy Track - New York, Ballroom LevelDePauw uses a comprehensive set of criteria that fall into the categories of “go, give, help, and connect” to arrive at a percentage of unique alumni who are engaged with the University. Tabulated monthly, this data allows DePauw to change engagement tactics at several points during the year in order to hit their goals. Several of the actions tracked are pulled directly from Encompass. Learn how DePauw has started taking the same information and using it to assign an individual affinity score to each alumni, serving as a homegrown predictive model for increased giving and volunteerism.Recommended for: All Users

Latest & Greatest Enhancements Jeanette Maack | iModules Training Manager

Tactics & Trends Track - Atlanta, Ballroom LevelSome fantastic enhancements have been added to your site in the past year. In case you missed them (or aren’t leveraging them), this session will walk you through the new features that are now available at no additional cost.Recommended for: All Users


How to Use Encompass Like an iModules Designer Erin Messel | iModules Senior Front-End Web Developer

Tips & Tricks Track - Chicago, Ballroom LevelJoin Erin from the iModules Design team to learn and discuss tips and tricks to get the most out of some of the more advanced aspects of the Encompass CMS. Topics will include news and events listings, customizing registration and donation forms with CSS classes, and using mobile-ready content blocks to create varied and interesting content layouts.Recommended for: General and Advanced Users

Data Management Idea Exchange Alice Njuguna | iModules Quality Assurance EngineerTom Hay | iModules Head of Data Services

Ideas & Opinions Track - San Francisco, Ballroom LevelShare ideas on data management best practices in this session. Potential topics include utilizing your data more efficiently, personalizing the user experience with data, how to encourage your constituents to update their data, and more. iModules facilitators will share ideas and help generate discussion. Recommended for: All Users


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1:20 - 2:20 PM

SPARK! (last half)Exhibit Hall B, Mezzanine LevelHear the last half of the “SPARK!” presentations. Four clients will speak for 10 minutes each, covering various topics and providing great, fast ideas to take back to your organization.

Using Encompass for a Donor PortalJill Cassidy | Oregon State University

Learn how OSU Foundation is creating a one-stop-shop for donors and alumni to experience the impact of their giving, register for events, review a record of their giving and make additional gifts or pledge payments, access materials for volunteer committees, and find personalized reports. And this is just the beginning.

How We Grew Our Instagram Account by 110% in 39 Weeks

Debbi Johanning | KU Alumni Association Kara Rodriguez | KU Alumni Association Find out how KU Alumni Association came up with a new strategy for their Instagram account that resulted in more than 1,200 new followers in just ten months, plus an increase in likes and comments. This presentation will share tips, tricks, and the tools used to make photos more appealing to alumni while also providing them with news and history about their alma mater.

EAA Groups RolloutJenna Dawson | Emory University

Emory Alumni Association created and implemented a roll-out for the Groups function of their Online Community. From training materials to timelines, the team has a streamlined process for organizing and managing a successful launch of the Groups feature to help Chapters and Affinity groups become a truly Volunteer Led establishment. The implementation of this is to also increase the use of the tool for internal networking. The end goal will be to provide valuable data to show increased engagement!

12:00 - 1:20 PM

Lunch Exhibit Hall A, Mezzanine LevelThere will be 15 reserved lunch tables available on a first-come, first served basis for attendees interested in discussion with their peers in similar roles or organizations. Reserved tables are located along the windows and have table topic signs.

2:20 - 2:35 PM

Break2:20 - 5:00 PM


2:35 - 5:00 PM

Idea Lounge Open The Terrace, Mezzanine Level


Building Better Email Andrea Ganier | iModules Product Owner

Engagement & Strategy Track - New York, Ballroom LevelThe launch of send immediately/schedule anytime was only the beginning. Join product owner, Andrea Ganier, to discover what’s next for email marketing in Encompass. Enhancements to reporting and the email creation process will be the focal points of the presentation.Recommended for: All Users


Utilizing the Campaign Progress Indicator for Your Crowdfunding and Day of Giving Goals Brendon Woodworth | iModules Professional Services ConsultantErin Messel | iModules Senior Front-End Web Developer

Tactics & Trends Track - Atlanta, Ballroom LevelDiscover how easy it is to create dynamic content for your crowdfunding and day of giving needs. Automate donor progress and create appealing modern looks for your site.


Going from $730 to $73,000 on Giving Tuesday in Three Years

Emily Wagner | The Catholic University of America

Before 2014, Catholic University did not use iModules to encourage social media giving campaigns. But this past December 2015, it generated $73k and 283 social media posts over 24 hours. That means every 20 minutes a supporter was promoting CUA online. Learn how CUA worked with the iModules tools to support this social media effort, and how the team plan to build on this success. SCHEDULE W

ITH SESSION DESCRIPTIONSTUESDAY


Client Corner Aurora University Graphic Design USA American Web Design Award recepient

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Launching Your Day of Giving with a Small ShopHillary Babick | Massachusetts College of Art and Design

Tips & Tricks Track - Chicago, Ballroom LevelDo you want to launch your first Day of Giving, but worry about your staff and time resources to be successful? Hear from Massachusetts College of Art and Design about successes with their first Day of Giving launched in only 60 days with two staff members. Learn how to set yourself up for success in your first year, scale to your small shop institution, and engage necessary volunteers.Recommended for: Beginner and General Users

Training Programs at Institutions Idea Exchange Jeanette Maack | iModules Training Manager Kim Balkus | Massachusetts Institute of Technology

Ideas & Opinions Track - San Francisco, Ballroom LevelDoes your institution offer a volunteer Encompass training program? This session will allow attendees to learn effective methods for successfully training volunteers. Attendees will gather ideas on material creation as well as how to conduct training sessions. Kim Balkus, Director of Training and Docu-mentation at MIT, and an iModules facilitator will share ideas and help generate discussion.Recommended for: All Users


3:20 - 3:35 PM

Break with snack


What You Can Learn About Your Constituents from an Outside PerspectiveMirko Widenhorn | iModules Senior Account Manager/ Strategic Consultant

Engagement & Strategy Track - New York, Ballroom LevelDo you ever feel overwhelmed and like you have no time to assess how your site is working? Learn how to better know your audience and use that information to adjust your site and evaluate how to reach your goals. Also find out how an outside perspective can help your institution increase efficiency, focus on your key initiatives, and improve the constituent experience.

Recommended for: Beginner and General Users

How I Learned to Stop Worrying and Love EmailDave Dawson | McMaster University Erin O’Neil | McMaster University

Tactics & Trends Track - Atlanta, Ballroom LevelDo you have a love/hate relationship with email? Learn how McMaster has used various tools and tricks to make beautiful, replicable, and user-friendly emails through Encompass. Details include how the McMaster team centralized and decentralized, organized the 100+ emails per month in iModules, coordinated that schedule, monitored key metrics, and kept colleagues in touch to share best practices and do troubleshooting. It’s gonna be an email love-in.


Customizing HTML in the Progress Indicator for Crowdfunding Project PagesKelli Van Wasshenova | Temple University

Tips & Tricks Track - Chicago, Ballroom LevelTemple University's OwlCrowd is a highly successful crowdfunding program that provides students and alumni a digital platform to fundraise for projects that benefit the university and its surrounding community and residents. OwlCrowd has run seven successful campaigns since it began in the Fall of 2013. In the most recent campaign (April 1 - May 16, 2016), the team used the new Campaign Progress Indicator to create robust, responsive page layouts for the OwlCrowd project pages. This presentation will demonstrate how to customize the HTML in the progress indicator tool to create more dynamic page layouts for crowdfunding campaigns.

Recommended for: General and Advanced Users

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Client Corner American University CASE Gold Award Recipient in Alumni Relations for Innovative Alumni Programs

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Online Giving Idea ExchangeCourtney Bartolich | iModules Professional Services ConsultantSabrina Goldman | iModules Product Owner

Ideas & Opinions Track - San Francisco, Ballroom LevelHave you successfully executed a day of giving campaign at your institution, or are you thinking about hosting one? This session will allow attendees to ask and learn from others, what has worked, and what hasn’t worked. Attendees will gather ideas on how to plan, prepare, execute, and evaluate day of giving campaigns. iModules facilitators will share ideas and help generate discussion. Recommended for: All Users


6:30 - 9:00 PM

Tuesday Night TailgateExhibit Hall, Mezzanine LevelWe’re your #1 fans! Join us for the greatest sports fan pastime at the Tuesday Night Tailgate. Grab some upscale stadium fare and a game-day drink as you challenge your peers in some classic tailgating games. Make sure to deck out in your team-inspired spirit gear and make a stop in the fan-favorite photo booth. Game On!

WEDNESDAY7:30 - 8:45 AM


7:30 - 9:00 AM


8:45 - 9:00 AM

Break

9:00 - 9:15 AM

Social Media Trends in Higher EducationExhibit Hall B, Mezzanine LevelPartner, UPshow, will talk about how to build a large network of addressable constituents as ambassadors on social media.

9:15 - 9:30 AM

Social Media AwardsExhibit Hall B, Mezzanine Level

9:30 - 9:45 AM

Closing with Fred Weiss | iModules President and CEOExhibit Hall B, Mezzanine Level

9:45 - 10:00 AM

Break 10:00 AM - 12:00 PM


10:00 AM - 12:00 PM


SESSIONS FROM 10:00 - 10:45 AM

Building Better Email Andrea Ganier | iModules Product Owner

Engagement & Strategy Track - New York, Ballroom LevelThe launch of send immediately/schedule anytime was only the beginning. Join product owner, Andrea Ganier to discover what’s next for email marketing in Encompass. Enhancements to reporting and the email creation process will be the focal points of the presentation.Recommended for: All Users

NOTE: This presentation is also offered on Tuesday, July 26 from 2:35 - 3:20PM

Engaging Students & Alumni Through Online EventsEmily Blake | Purdue Alumni Association Jillian Fritze | Brazen Technologies

Tactics & Trends Track - Atlanta, Ballroom LevelBrazen powers mobile ready, cloud-based online events that connect individuals and groups in a dynamic, scalable way by creating one-to-one, real-time conversations. Learn how Brazen's online events platform enables the Purdue Alumni Association to engage students and alumni across the globe.Recommended for: All Users


TUESDAY | WEDNESDAY

Sponsored by UPshow

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Top 10 Application Support Questions/ iModules Support CenterChris Swartley | iModules Application Support Engineer II Josh Hunter | iModules Senior Application Support Engineer

Tips & Tricks Track - Chicago, Ballroom Level

Are you an iModules newbie or want to know what the most common questions and mistakes by your peers are? If so, join this session hosted by two iModules experts and hear the ten most frequent questions (and mistakes) asked by iModules administrators.Recommended for: All Users

Strategic Initiatives Idea ExchangeBrendon Woodworth | iModules Professional Services ConsultantMichael Nigro | iModules Manager, Account Management

Ideas & Opinions Track - San Francisco, Ballroom LevelJoin this session to discuss how your institution is utilizing Encompass to support your strategic initiatives. From engagement, students, volunteers, annual giving to capital campaigns, share ideas and learn about creative ways to help propel you to success. iModules facilitators will be available to help generate discussion and provide insight. Recommended for: All Users


10:45 - 11:00 AM

BreakSESSIONS FROM 11:00 - 11:45 AM

Encompass: The Bird’s Eye ViewTroy Anderson | iModules Chief Technology Officer

Engagement & Strategy Track - New York, Ballroom LevelThis session is for those interested in learning about the vision for Encompass. Hear details about the system infrastructure as well as short and long term goals regarding planned improvements.


NOTE: This presentation is also offered on Monday, July 25 from 11:20AM - 12:05PM

Latest & Greatest Enhancements Jeanette Maack | iModules Training Manager

Tactics & Trends Track - Atlanta, Ballroom LevelSome fantastic enhancements have been added to your site in the past year. In case you missed them (or aren’t leveraging them), this session will walk you through the new features that are now available at no additional cost.Recommended for: All Users

NOTE: This presentation is also offered on Tuesday, July 26 from 11:15AM - 12:00PM

Bringing It All Together - Planning for Success with iModules Jennifer McGee | iModules Senior Account Manager/ Engagement Manager

Tips & Tricks Track - Chicago, Ballroom LevelIdentifying strategic goals and engaging campus stakeholders early on are keys to iModules success. Learn about best practices for data management and methods for tracking the success of your constituent communication goals.


Event Reporting & Analytics Idea Exchange Chris Anderson | iModules Professional Services ConsultantSabrina Goldman | iModules Product Owner

Ideas & Opinions Track - San Francisco, Ballroom LevelFrom determining guest count to targeting groups based on activities, events and reporting can be complex. Share ideas and strategies with fellow iModules clients about how to simplify your event reporting and get the most out of your data analytics. iModules facilitators will share ideas, insights, and help generate productive discussion.Recommended for: All Users

Tech TownhallDev. & Tech. Concepts Track - Grand Ballroom Foyer, Ballroom LevelVisit the Tech Townhall anytime throughout Sizzler to chat with members of the iModules Product Management and Development teams, participate in user testing, and vote on technology priorities that will help guide the direction of iModules.


11:45 AM

Conference Adjourns Lunch on your own

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WE’RE YOUR #1 FANS!

TUESDAY NIGHT TAILGATE

Client Corner California State University, Fresno CASE Silver Award Recipient in Alumni Relations for Programming for Special Constituencies

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#Sizzler16 TUESDAY, JULY 26 | EXHIBIT HALL, MEZZANINE LEVEL | 6:30 - 9:00PM

WE’RE YOUR #1 FANS!

TUESDAY NIGHT TAILGATE

JOIN US FOR THE

GREATEST SPORTS FAN PASTIME

iModules4

GRAB SOME UPSCALE STADIUM FARE AND A GAME-DAY DRINK AS YOU CHALLENGE YOUR PEERS IN SOME CLASSIC TAILGATING GAMES.

MAKE SURE TO DECK OUT IN YOUR TEAM-INSPIRED SPIRIT GEAR AND MAKE A STOP IN THE FAN-FAVORITE PHOTO BOOTH.

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GuestsWe are allowing attendees to have guests attend the Sunday night Welcome Reception and the Tuesday night dinner. However, we have associated a guest ticket cost ($25 for Sunday and $75 for Tuesday) with these so that we can account for the guest’s meals, entertainment, etc. Tickets are available for purchase at the Information Desk. Please keep in mind that these tickets permit the guests into the selected events above. We ask that guests not attend the sessions or other conference meals.

Information DeskIf you lose a personal item, have any questions, or just need to be pointed in the right direction, please find a friendly iModules staff member at the Information Desk located in The Terrace on the Mezzanine Level. It will be open Monday from 7:30 a.m. to 5:00 p.m., Tuesday from 7:30 a.m. to 5:00 p.m., and Wednesday from 7:30 a.m. to noon.

Dietary RestrictionsIf you indicated a dietary restriction during online registration, you should have received a card during onsite registration. Please show the card to any Sheraton banquet staff member should the buffet not meet your needs and they will bring you an appropriate meal.

Wireless AccessTo help you stay connected, there is free wireless internet access provided during the conference. You will need to locate the “SHERATON-MEETING” wireless network and enter the password “sizzler16” to access the internet.

Photography and VideoDuring the conference, a professional photographer will be taking candid photographs. There will be a professional video crew recording the Keynote and SPARK! presentations, and select sessions will also be streated live. Photographs and video will be used on the iModules website, in email marketing, and on social media outlets to promote the Sizzler User Conference.

Safety ReminderAlthough the hotel and conference are staffed with security personnel, please take every precaution to maintain your personal safety. We anticipate a safe conference, but please make yourself aware of the hotel emergency exits, lock your hotel doors at all times, and report any suscispious activities to security personnel immediately.

General Information

iModules scholarship

Winners2016

iModules believes helping students to further their education is one of the greatest gifts we can give back to our clients and the communities they serve. Since 2008, the iModules Scholarship Program has helped high school and university students in their academic pursuits. This year, iModules awarded $25,500 in scholarships to students attending client institutions. Congratulations to the 2016 scholarship recipients!

Angela D. Anne S. Caitlin O. Emma B. Franceska N. Fuller Theological Seminary

Western Washington University

Miami University

Western Washington University

Bishop Miege High School

Hannah C. Jacob D. Jessica M. Jessica T. John P. Pennsylvania State University

Purdue University

Michigan State University

University of Texas at Austin

Eden Theological Seminary

Kavia G. Lauren M. Michael M. Monica J. Olivia C. University of Texas at Austin

University of Pittsburgh

Marquette University

University of Texas at Austin

Union College

Sophia L. Tutilo M. Bishop Miege High School

Michigan State University

Don't Forget What You've Learned! Sizzler presentations will be available for download the week of August 22, 2016. You will receive an email with a link to the Sizzler Google Drive. Please be sure that you are logged into Google Drive with the email account you registered with for Sizzler.

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PARTNERS AND SPONSORS

mStonerAshley Budd | Higher Ed Live Producer | [email protected] Wood | Director of Marketing | [email protected], Inc. helps clients to tell their authentic stories by clarifying their unique brand value proposition, creating a content strategy to communicate the brand effectively, and implementing compelling and dynamic communications across the web, mobile, social media, print, and other channels. mStoner produces Higher Ed Live, a free professional development network.

Tactics & Trends Track PresenterSee page 7 for more information on mStoner's presentation

UPshowAdam Hirsen | CEO | [email protected] Matt Gibbs | CMO | [email protected] Tony Stehn | VP of Sales | [email protected]

UPshow is a scaled network of in-venue engagement platforms for brands, entertainment venues and uni-versities. UPshow engages people by featuring their social content on large TV screens inside a venue or at an event. As a result, each venue becomes the beneficiary of authentic word of mouth marketing, as each person broadly shares their in-venue experience to the world of their followers. UPshow becomes the reason people share, and a organic driver of word-of-mouth marketing.

Closing General Session PresenterSee page 15 for more information on UPshow's presentation

AureonBobby Barry | Director of Solutions Engineering| [email protected] John Goering | VP, Business Development | [email protected] Hargens | Director of Business Development| [email protected]

Aureon provides U.S.-based help desk services in support of all applications utilized to manage alumni engagement.

BrazenJill Fritze | Account Manager | [email protected]

Brazen helps organizations create better engagement through chat-based online events. The world’s top universities like George Washington, Penn State and Dartmouth use the Brazen platform to engage their prospective students, connect current students with employers and career resources, and help their alumni interact with one another on any device, anywhere. For more information, visit www.brazen.com

Tactics & Trends Track PresenterSee page 15 for more information on Brazen's presentation

EllucianBob Sands | Account Executive | [email protected]

Ellucian is the world’s leading provider of software and services higher education institutions need to help students succeed. More than 2,400 institutions in 40 countries rely on Ellucian to help enable the mission of higher education for over 18 million students. Visit Ellucian at www.ellucian.com

Partners and Sponsors

Live Stream Sponsor

Social Media Sponsor

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iModules Clients and PartnersBrazen | Jillian Fritze | pg. 15 mStoner | Voltaire Santos Miran | pg. 7

Coe College | Mary Springer | pg. 9 Northwestern University | Jennifer Tanaka, Lauren Lakomek | pg. 7

DePauw University | Lindsay Carter | pg. 12 Oregon State University | Jill Cassidy | pg. 13

Emory University | Jenna Dawson | pg. 13 Purdue Research Foundation| Becky Johnson | pg. 7

Fordham University | Sara Hunt Munoz, Taylor McDonnell | pg. 8 Purdue Alumni Association | Emily Blake | pg. 15

Georgia Tech Alumni Association | Matt Bain, Sara Blanchard | pg. 7 Purdue Alumni Association | Jared West | pg. 11

Houston College of Law | Teresa Kreiner | pg. 8 Temple University | Kelli Van Wasshenova | pg. 14

KU Alumni Association | Debbi Johanning, Kara Rodriguez | pg. 13 The Catholic University of America | Emily Wagner | pg. 13

Massachusetts College of Art and Design | Hillary Babick | pg. 14 UNC General Alumni Association | Roger Nelsen | pg. 9

Massachusetts Institute of Technology | Kim Balkus | pg. 14 University of Notre Dame | Erin Thornton | pg. 10

McMaster University | Dave Dawson, Erin O'Neil | pg. 14 UPshow | Adam Hirsen, Matt Gibbs | pg. 15

Miami University | Nicki Russell, Suzanne Clark | pg. 7

iModules Team MembersAlice Njuguna | Quality Assurance Engineer | pg. 8, 12 Jeremy Allen | Software Trainer | pg. 7

Andrea Ganier | Product Owner | pg. 9, 11, 13, 15 Joe Wiggins | Manager, Account Management | pg. 10

Brendon Woodworth | Professional Services Consultant | pg. 9, 10, 11, 13, 16 Josh Bourdon | Senior Software Engineer | pg. 8

Chris Anderson | Professional Services Consultant | pg. 9, 16 Josh Hunter | Senior Application Support Engineer | pg. 15

Chris Smith | Manager Design Services | pg. 10 Mark Werner | Product Futurist | pg. 9

Chris Swartley | Application Support Engineer II | pg. 11, 15 Megan Walker | Software Trainer | pg. 8

Courtney Bartolich | Professional Services Consultant | pg. 12, 15 Melissa Knudsen | Measurement & Data Analyst | pg. 9

Crystal Hickey | Onsite Software Trainer | pg. 7 Michael Nigro | Manager, Account Management | pg. 16

Erin Messel | Senior Front-End Web Developer | pg. 12, 13 Mirko Widenhorn | Senior Account Manager/Strategic Consultant | pg. 9, 14

Fred Weiss | President and CEO | pg. 6, 15 Sabrina Goldman | Product Owner | pg. 10, 11, 15, 16

Gabe Garrow | Product Owner | pg. 11 Sandra Bower | Client Sales Manager | pg. 12

Geoff Knue | Vice President, Business Development | Pg. 12 Sarah Nielsen | Software Trainer | pg. 8

Jeanette Maack | Training Manager | pg. 12, 14, 16 Tom Hay | Head of Data Services | pg. 12

Jennifer McGee | Senior Account Manager/Engagement Manager | pg. 16 Troy Anderson | Chief Technology Officer | pg. 6, 7, 10, 12, 16

Speaker and Facilitator Index

Join Us for a Fall Impact GroupNetworking, knowledge, and a look ahead

Meet with other iModules clients face-to-face, and build lasting and valuable relationships with peers in your area. This is a unique opportunity to learn new ideas for success from other iModules users and iModules staff during a one-day meeting.

For a list of cities and dates visit: clients.imodules.com/impact

Save the date!

clients.imodules.com/sizzler | Registration begins Fall 2016

Save the date!11th Annual User Conference

July 24 - 27, 2017in Kansas City

Exciting News: Sizzler is changing to Monday - Thursday!

Schedule At-A-Glance

Engagement & Strategy (En)

Tactics & Trends (Ta) Tips & Tricks (Ti) Ideas & Opinions (Id) Development & Technology Concepts

(Dev)

SUNDAY

8:00 AM – 12:00 PM Strategic Client Advisory Board Meeting Chicago A, Ballroom Level12:00 – 1:00 PM Client Advisory Board Lunch San Francisco A, Ballroom Level12:00 – 8:00 PM Onsite Conference Registration Exhibit Hall Foyer, Mezzanine Level1:00 – 3:30 PM Platform Client Advisory Board Meeting Chicago A, Ballroom Level4:30 – 6:30 PM “Pregame” Welcome Reception Exhibit Hall B, Mezzanine Level6:30 PM Dinner on your own

MONDAY

6:30 – 7:15 AM Sunrise Yoga Van Horn, Mezzanine Level7:30 – 8:45 AM Breakfast Exhibit Hall A, Mezzanine Level7:30 – 9:00 AM Partners & Sponsors Showcase Open The Terrace, Mezzanine Level8:45 – 9:00 AM Break 9:00 – 9:50 AM Opening Keynote *streamed live Exhibit Hall B, Mezzanine Level9:50 – 10:05 AM Break and Partners & Sponsors Showcase Open The Terrace, Mezzanine Level10:05 – 11:05 AM SPARK! (first half) Exhibit Hall B, Mezzanine Level 11:05 – 11:20 AM Break 11:05 AM – 5:00 PM Partners & Sponsors Showcase Open The Terrace, Mezzanine Level 11:20 AM – 12:05 PM Idea Lounge Open The Terrace, Mezzanine Level 11:20 AM – 12:05 PM Concurrent SessionsEncompass: The Bird’s Eye View (En) New York, Ballroom LevelDigital Storytelling for Inspiration and Impact (Ta) *streamed live Atlanta, Ballroom Level Managing Non-Member Records (Ti) Chicago, Ballroom LevelWeb Services Idea Exchange (Id) San Francisco, Ballroom LevelTech Townhall (Dev) Grand Ballroom Foyer, Ballroom Level12:05 – 1:25 PM Lunch Exhibit Hall A, Mezzanine Level 1:25 – 5:00 PM Idea Lounge Open The Terrace, Mezzanine Level 1:25 – 2:10 PM Concurrent Sessions Innovative Engagement (En) New York, Ballroom Level How to Find Success as a New User (Ta) Atlanta, Ballroom Level Role Creation, Usage, and Clean-Up (Ti) Chicago, Ballroom Level Measuring & Defining Success/ROI Idea Exchange (Id) San Francisco, Ballroom Level Tech Townhall (Dev) Grand Ballroom Foyer, Ballroom Level 2:10 – 2:25 PM Break 2:25 – 3:10 PM Sessions Engagement Scoring: Work Smarter, Not Harder (En) New York, Ballroom Level#KohawkDay Raises More Than $300,000 (Ta) Atlanta, Ballroom LevelGoogle Apps for Education: Implementing and Maintaining (Ti) Chicago, Ballroom LevelEmail Marketing Idea Exchange (Id) San Francisco, Ballroom LevelTech Townhall (Dev) Grand Ballroom Foyer, Ballroom Level3:10 – 3:25 PM Break with snack3:25 – 4:10 PM Concurrent Sessions Mobile Event App: Your Branded Digital Guide (En) New York, Ballroom LevelA Little R&R: Reunion Re-imagined (Ta) Atlanta, Ballroom LevelGetting the Most Out of Your HTML Email Templates (Ti) Chicago, Ballroom Level Engagement & Social Media Idea Exchange (Id) San Francisco, Ballroom LevelTech Townhall (Dev) Grand Ballroom Foyer, Ballroom Level4:10 PM Dinner on your own 5:00 – 6:00 PM Client Advisory Board Happy Hour Event Space, Executive Club Level

TUESDAY

6:30 – 7:15 AM Sunrise Yoga Van Horn, Mezzanine Level7:30 – 8:45 AM Breakfast Exhibit Hall A, Mezzanine Level7:30 – 9:00 AM Partners & Sponsors Showcase Open The Terrace, Mezzanine Level8:45 – 9:00 AM Break9:00 – 10:00 AM Keynote with Thornton May Exhibit Hall B, Mezzanine Level10:00 – 10:15 AM Break

10:00 AM – 1:20 PM Partners & Sponsors Showcase Open The Terrace, Mezzanine Level10:15 AM – 12:00 PM Idea Lounge Open The Terrace, Mezzanine Level10:15 – 11:00 AM Concurrent SessionsAll Things Development: Upcoming Releases (En) New York, Ballroom LevelPurdue Alumni Redesign Experience (Ta) Atlanta, Ballroom Level Dynamic Directories: From Businesses to Owners (Ti) Chicago, Ballroom LevelEvent Management/Mobile App Idea Exchange (Id) San Francisco, Ballroom LevelTech Townhall (Dev) Grand Ballroom Foyer, Ballroom Level Utilizing Encompass Across Campus **Bonus Session** Empire C, Mezzanine Level11:00 – 11:15 AM Break11:15 AM – 12:00 PM Concurrent SessionsAlumni Engagement Metrics (En) New York, Ballroom LevelLatest & Greatest Enhancements (Ta) Altanta, Ballroom LevelHow to Use Encompass Like an iModules Designer (Ti) *streamed live Chicago, Ballroom LevelData Management Idea Exchange (Id) San Francisco, Ballroom Level Tech Townhall (Dev) Grand Ballroom Foyer, Ballroom Level12:00 – 1:20 PM Lunch Exhibit Hall A, Mezzanine Level1:20 – 2:20 PM SPARK! (last half) Exhibit Hall B, Mezzanine Level2:20 – 2:35 PM Break2:20 – 5:00 PM Partners & Sponsors Showcase Open The Terrace, Mezzanine Level2:35 – 5:00 PM Idea Lounge Open The Terrace, Mezzanine Level2:35 – 3:20 PM Concurrent SessionsBuilding Better Email (En) *streamed live New York, Ballroom LevelUtilizing the Campaign Progress Indicator for Crowdfunding and Day of Giving (Ta) Atlanta, Ballroom LevelLaunching Your Day of Giving with a Small Shop (Ti) Chicago, Ballroom LevelTraining Programs at Institutions Idea Exchange (Id) San Francisco, Ballroom LevelTech Townhall (Dev) Grand Ballroom Foyer, Ballroom Level3:20 – 3:35 PM Break with snack3:35 – 4:20 PM Concurrent SessionsWhat You Can Learn About Your Constituents From an Outside Perspective (En) New York, Ballroom LevelHow I Learned to Stop Worrying and Love Email (Ta) Atlanta, Ballroom LevelCustomizing HTML in the Progress Indicator for Crowdfunding Project Pages (Ti) Chicago, Ballroom LevelOnline Giving Idea Exchange (Id) San Francisco, Ballroom LevelTech Townhall (Dev) Grand Ballroom Foyer, Ballroom Level6:30 – 9:00 PM Tuesday Night Tailgate Exhibit Hall, Mezzanine Level

WEDNESDAY

7:30 – 8:45 AM Breakfast Exhibit Hall A, Mezzanine Level7:30 – 9:00 AM Partners & Sponsors Showcase Open The Terrace, Mezzanine Level8:45 – 9:00 AM Break9:00 – 9:15 AM Social Media Trends in Higher Education Exhibit Hall B, Mezzanine Level9:15 – 9:30 AM Social Media Awards Exhibit Hall B, Mezzanine Level9:30 – 9:45 AM Closing with Fred Weiss Exhibit Hall B, Mezzanine Level9:45 – 10:00 AM Break10:00 – 12:00 PM Partners & Sponsors Showcase Open The Terrace, Mezzanine Level10:00 – 12:00 PM Idea Lounge Open The Terrace, Mezzanine Level10:00 – 10:45 AM SessionsBuilding Better Email (En) New York, Ballroom LevelEngaging Students & Alumni Through Online Events (Ta) Atlanta, Ballroom LevelTop 10 Application Support Questions/iModules Support Center (Ti) Chicago, Ballroom LevelStrategic Initiatives Idea Exchange (Id) San Francisco, Ballroom LevelTech Townhall (Dev) Grand Ballroom Foyer, Ballroom Level10:45 – 11:00 AM Break11:00 – 11:45 AM SessionsEncompass: The Bird’s Eye View (En) New York, Ballroom LevelLatest & Greatest Enhancements (Ta) Atlanta, Ballroom LevelBringing it All Together - Planning for Success with iModules (Ti) Chicago, Ballroom LevelEvent Reporting & Analytics Idea Exchange (Id) San Francisco, Ballroom LevelTech Townhall (Dev) Grand Ballroom Foyer, Ballroom Level11:45 AM Conference Adjourns | Lunch on your own

THANK YOU FOR ATTENDING!

Documents

JULY 24 - 27 2016clients.imodules.com/s/1333/images/gid3/editor_documents/sizzler/… · 2016-2017 academic year and award 17 students with scholarships totaling $25,500. We believe