Reach 2017 Agenda + Sessions

Reach 2017 is the annual conference for all Daxko customers. Whether you use the Daxko Operations or Daxko Spectrum platform, Reach has breakout sessions and hands-on training for the software you use. In addition to product-specific sessions, Reach also has a variety of sessions on leadership, growth, engagement, health & wellness industry trends, and more. Not sure if a session is right for you? Each session description in the agenda below indicates the intended audience (e.g. membership directors, executive staff, etc.) and the Daxko products covered in the session.

Which Daxko software platform do you use?

Select your software platform below to see a sampling of the types of product-specific sessions you’ll enjoy at Reach 2017.

Daxko Operations Sample Sessions

These are the types of sessions for organizations using Daxko Operations

Open Q&A for Daxko Operations
API 101
Discover the Hidden Gems of Daxko Operations
Overview of Program Packages in Daxko Operations
Discover the Automatic Account Updater in Daxko Payment Services (for Daxko Operations)
Glimpse Into Daxko Spectrum
Get Hands-On with the Enhanced E-mail Editor in Daxko Engage
A Crash Course on the Child Care & Camp Module in Daxko Operations
Traveling the Daxko Product Roadmap
A Month’s Worth of Reports
Daxko and the Open Y: From Concept to Reality

Daxko Spectrum Sample Sessions

These are the types of sessions for organizations using Daxko Spectrum

Behind the Scenes Monitoring: How We Make Daxko Spectrum Better
Build Your Own Queries with Daxko Spectrum Query Builder
Rest Easy with Daxko Spectrum API
Discover the Automatic Account Updater in Daxko Payment Services (for Daxko Spectrum)
Glimpse Into Daxko Operations
Traveling the Daxko Spectrum Product Roadmap
Daxko Spectrum Customer Service Strategy & Improvements
Auditing Best Practices for Daxko Spectrum
How to Integrate SalesForce.com with Daxko Spectrum

DAY 1

*Note: Sessions and agenda subject to change. For “workshop” and “hands-on training” sessions, computers are not provided. Feel free to bring your own charged laptop, or look on with a neighbor, to follow along.

8:00 a.m. – 4:00 p.m.

Daxko Spectrum Boot Camp

8:00 – 8:15 a.m. – Welcome and continental breakfast
8:15 – 8:30 a.m. – Administrative setup
8:30 – 11:30 a.m. – Corporate
11:30 a.m. – 12:00 p.m. – Lunch
12:00 – 2:30 p.m. – Site administration
2:30 – 3:00 p.m. – Programs setup
3:00 – 3:30 p.m. – Programs basic procedures
3:30 – 4:00 p.m. – Wrap-up and Q&A

1:00 – 5:00 p.m.

1:00- 4:00 p.m.

3:00 p.m.

4:00 – 5:00 p.m.

5:00 – 6:30 p.m.

Reach conference registration

Exhibitor setup

Check-in at the hotel

Reach opening keynote

Dinner on your own

DAY 2

7:00 – 8:00 a.m.

8:00 – 9:00 a.m.

9:00 – 9:30 a.m.

Breakfast

General session: keynote speaker

Break

General Session
9:30 – 10:30 a.m.

General Session for Daxko Operations Customers

If you use Daxko Operations to power your organization, you won’t want to miss this general session presented by our product strategy team! We’ll share a historical view of this year’s major releases, plus our plan for exciting enhancements rolling out in the next 18 months. We’ll even drill into related products, including Daxko Engage, Daxko Accounting, and Daxko Mobile so you’ve got the scoop of what’s new that can help you run a more efficient organization and create deeper, more meaningful relationships with your members.

Audience: All Daxko Operations customers
Products: Daxko Operation and related products
Format: General Session

General Session for Daxko Spectrum Customers

If you use Daxko Spectrum to power your organization, you won’t want to miss this general session presented by our product strategy team! We’ll share our product priorities for Daxko Spectrum and the exciting enhancements we have planned for the next 18 months. Plus, we’ll give an overview of our services improvements and roll out of customer user groups to ensure that you’re getting the most out of this incredibly powerful platform.

Audience: All Daxko Spectrum customers
Products: Daxko Spectrum and related products
Format: General session

Session 1
10:45 – 11:30 a.m.

Overview of Program Packages in Daxko Operations

Come along as we take a tour of the new Program Packages feature in Daxko Operations! With this new feature, you’ll be able to sell a package of items (e.g. personal training, private swim, guest passes, etc.) to be redeemed individually. We’ll discuss the major pieces of functionality and offer best practices for your team to start using Program Packages.

Audience: Program, membership, and child care roles
Products: Daxko Operations
Format: Lecture
Presenter: Becki Irby, Solution Designer – Daxko Operations

Daxko Engage: Your Tool for Marketing

What does it take to create an effective marketing initiative? How will you track, test, and improve your initiatives to achieve ultimate success? We’ll talk about industry trends, best practices, e-mail analytics, and teach you how to craft an excellent e-mail in Daxko Engage.

Audience: Marketing professionals, Daxko Engage managers, anyone interested in effective, targeted communications
Products: Daxko Engage
Format: Lecture
Presenter: Emily Vonbartheld, Engage Implementation Specialist

The Hour of Code: Teaching Kids in Your Community the Basics of Programming

Each year, Daxko sends teams of programmers to area schools to participate in the global Hour of Code initiative. This is a rewarding effort for everyone involved, as kids love to learn about code, and our team members love making a positive impact in the community. Curious about hosting an Hour of Code event for the kids in your community? Join this fun, interactive session to see what we teach and how you can join the global effort. Fair warning: robots and drones might be involved!

Audience: Everyone
Products: None
Format: Hands-on training (BYO laptop)
Presenter: Mathew Davis, Development Lead – Daxko Operations, Accounting, Reciprocity

Discover the Hidden Gems of Daxko Spectrum

Whether you’re a Daxko Spectrum super user or brand new to the system, there’s always something more to learn! Join this session to discover little known and under-utilized functionality available in Daxko Spectrum. We promise you’ll leave knowing something you didn’t know before!

Audience: All Daxko Spectrum customers
Products: Daxko Spectrum
Format: Lecture
Presenter: Ryan Singer, Heidi Andrade, and Mary Ordonez, Software Trainers

An Overview of Daxko Payment Services

Join us for an overview of Daxko Payment Services, the new credit card processing service available for all Daxko customers. Daxko Payment Services will allow you to provide an improved experience for your staff and members and reduce membership cancellations due to credit card declines. Discover how you can gain increased transaction visibility, secure next-day funding, and leverage Daxko’s Proactive Account Updater service with this highly secure, EMV-compliant service.

Audience: All customers who don’t currently use Daxko Payment Services
Products: Daxko Payment Services
Format: Lecture
Presenter: Kate Hardy, Merchant Services Implementation Coordinator, and Matt Popinski, VP of Payment Services

Session 2
11:45 a.m. – 12:30 p.m.

Workshop: Build Your First Program Package in Daxko Operations

Bring your own laptop join the Daxko Training Team to get hands-on in creating your first Program Package in Daxko Operations. With the new Program Packages feature, you’ll be able to sell a package of items (e.g. personal training, private swim, guest passes, etc.) to be redeemed individually. After this hands-on training, you’ll return to work a Program Packaging Pro!

Audience: Program entry staff, wellness directors, membership directors, system administrators
Products: Daxko Operations
Format: Workshop (BYO laptop)
Presenter: Ellen Thompson, Software Trainer

9 Leadership Lessons from a CEO

Prior to becoming Daxko’s CEO, Dave Gray consulted dozens of Fortune 500 companies, led technology firms, and large government agencies. Thorough his career, he’s developed a successful approach to leadership like no other. Join this session where Dave will take you through a fast-paced set of leadership lessons he’s learned that you can implement immediately to become a more productive and effective leader.

Audience: Current and rising leaders
Format: Lecture
Products: None
Presenter: Dave Gray, CEO

Daxko Spectrum Customer Service Strategy & Improvements

Since Daxko acquired CSI Software, great improvements in Daxko Spectrum customer success have been underway! If you’re a Daxko Spectrum customer, we invite you to join our Services Team for this session where we’ll share our new Daxko Spectrum customer success strategy, improvements made, and key performance indicators (KPIs) we measure. We’d also like to hear from you on ways we can continue to provide an exceptional experience.

Audience: Daxko Spectrum customers
Products: Daxko Spectrum
Format: Lecture
Presenter: Grace Adams, Customer Success Team Lead

Daxko Accounting Budgeting Tips

Do you use Daxko Accounting to manage your organization’s budget? Attend this session to get an overview the general budget setup and learn about the different budget formats. We’ll also share a tips and best practices learned from our Daxko Accounting customer pros. Have Daxko Accounting and budgeting questions now? Submit your questions ahead of time so we can discuss in the session.

Audience: Daxko Accounting users, finance, budgeting
Products: Daxko Accounting
Format: Lecture
Presenter: Kelsi Geeter, Daxko Payment Services Solutions Consultant

Coming Soon!

Daxko Facility Access Round Table

At last year’s Reach conference, we unveiled the new Daxko Facility Access. Now that several Daxko Operations customers (and soon Daxko Spectrum customers) have been using the software to secure their facilities, it’s time to hear about their experience. Join this round table discussion to learn from Daxko Facility Access customers who are maximizing, tracking, and securing how their members use their facilities.

Audience: C-Level, operation directors, membership directors
Products: Daxko Facility Access (for both Daxko Operations and Daxko Spectrum customers)
Format: Round Table
Presenter: Josh Hickman, Daxko Facility Access Account Executive, and Jonathan Polon of Brivo

12:30 – 1:30 p.m.

Lunch

Session 3
1:30 – 2:15 p.m.

Discover the Hidden Gems of Daxko Operations

Whether you’re a Daxko Operations super user or brand new to the system, there’s always more to learn! Join this session to discover little known and under-utilized functionality available in Daxko Operations. We promise you’ll leave knowing something you didn’t know before!

Audience: Everyone
Products: Daxko Operations
Format: Hands-on training (BYO laptop)
Presenter: Ellen Thompson, Software Trainer

Comparing Health & Wellness Industry Trends: A Panel Discussion

Millennials in the workforce, competition from boutiques, and ever-changing technology. Are these all top-of-mind for you? If so, join us to hear from a panel of YMCA, JCC, health club, and campus recreation center professionals who will share hear how these trends span across the industries, and tips for navigating these challenges at your organization.

Audience: Current and rising leaders
Products: None
Format: Panel Discussion
Presenter: Saranda West, Senior Product Manager, Daxko Spectrum

Behind the Scenes Monitoring: How We Make Daxko Spectrum Better

Ever wonder what Daxko does to ensure Daxko Spectrum is up, running, and always improving? Join this session for a behind-the-scenes look at our process for monitoring Daxko Spectrum. Our Director of TechOps will share exactly what we do to ensure ultimate scalability and performance of the system.

Audience: IT
Products: Daxko Spectrum
Format: Lecture
Presenter: Ed McLain, Director of TechOps

Mining for Gold in Daxko Engage

Whether you’re a Daxko Engage super user or brand new to the software, there’s always more to learn! Join this session to discover little known and under-utilized functionality available in Daxko Engage. We promise you’ll leave knowing something you didn’t know before!

Audience: Current or future Daxko Engage customers
Products: Daxko Engage
Format: Round table
Presenter: Isaac Jones, Engage Implementation Specialist

If I Launch It, Will They Come?

Remember this famous line from the movie Field of Dreams? “If you build it, will they come.” While inspirational, we know this isn’t always the case when it comes to launching a mobile app for your members. Join this session to learn the critical art of marketing your app to your members. We’ll show you how to encourage and increase adoption and usage, and you’ll gain tips and best practices for onboarding newbies.

Audience: Anyone interested in Daxko Mobile
Products: Daxko Mobile (for Daxko Operations customers)
Format: Panel discussion
Presenter: Tommy Sanderson, Product Manager – Daxko Mobile

Open

Session 4
2:30 – 3:15 p.m.

Why Customer Loyalty Matters

Come hear Molly Harrison, Daxko’s Senior VP of Services, talk about why customer loyalty matters, how to measure it, and why it’s everyone’s job (not just customer service). If you’re not measuring and managing customer feedback as rigorously as you would profits, you’re missing out! Join this session to see how a focus on customer loyalty will help retain your team and customers.

Audience: Current and rising leaders
Products: None
Format: Lecture
Presenter: Molly Harrison, SVP of Services

Initiatives for Everyday Automation in Daxko Engage

Do you spend a lot of time running reports and following up with your members? What if those tasks could be automated? Good news: In Daxko Engage, they can be! Join this workshop to learn how you can automate and track:

  • Welcome e-mails when new members join
  • Follow-up calls for recent terminations
  • Thank you notes for donations
  • Aging-out notifications for memberships
  • And more!

Daxko Engage can help automate your everyday tasks so you can spend less time running reports and more time connecting face-to-face with your members.
Audience: Membership directors, member engagement staff, finance
Products: Daxko Engage
Format: Workshop (BYO laptop)
Presenter: Meg Houston, Associate Product Manager – Daxko Engage

SOPs: What Have You Done for Me Lately?

SOPs (Standard Operating Procedures). Everyone has them. But how long has it been since you looked – we mean really looked – at them? Do they still fulfill a purpose? Do they make sense? Have software updates made some processes obsolete? Do you need to create new processes? If you’ve ever pondered these questions, join this panel discussion to ask some stellar System Administrators how they manage their SOPs. They’ll share their top 5 SOPs, and how they regularly audit SOPs.

Audience: System administrators
Products: Daxko Operations, Accounting, and Mobile
Format: Panel discussion
Presenter: Heather Mitchem, Solutions Analyst; Debbie Williams, System Administrator, YMCA of Greater Houston; Heidi Riessen, Business Manager, YMCA of Greater Omaha

Build Your Own Queries with Daxko Spectrum Query Builder

The query builder module in Daxko Spectrum allows you to create new custom reports, export to Excel or PDF, and use to send targeted e-mails. Join this session to learn the query builder basics and to design useful reports.

Audience: Daxko Spectrum customers
Products: Daxko Spectrum
Format: Hands-on training (BYO laptop)
Presenter: Ryan Singer, Software Trainer

API 101

It seems every company these days offers an API. But what exactly does that mean? Join team Daxko to learn what an API is and what makes a good API. We’ll also share a few ideas and experiences from writing APIs at Daxko.

Audience: C-level, business decision makers, entry level developers
Products: Daxko Operations
Format: Lecture
Presenter: Senthil Subramanian, Director of Product Development; Wally Shirey, Software Engineer; and Delphine Carter, Sr. Product Manager – Daxko Operations & Engage

Best Practices for Notifications & Automation in Daxko Spectrum

You already know how to leverage Daxko Spectrum as a powerful marketing tool to find more prospects, close more sales, and build relationships that last. But are you armed with the recommended best practices for setting up automated features? Join this session as we cover best practices for setting up features including:

  • Notification Manager: Send automatic e-mails based on members, guests, and prospects checking in to your facility.
  • CRM: This tool drives your customer lifecycle from start to finish, and expands Notification Manager capabilities by automating actions selected by your staff.
  • A/R Import: Import charges, payments, or balance transfers from other systems in to Daxko Spectrum.
  • Scheduler Billing: Automate the billing of unpaid Scheduler appointments.

Audience: Marketing, membership, billing
Products: Daxko Spectrum
Format: Lecture
Presenter: Chase Stewart, Customer Success Advocate; PJ Gustafson, COO, Centers

 

3:15 – 3:45 p.m.

Afternoon snack + beverage break with exhibitors

Session 5
3:45 – 4:30 p.m.

Traveling the Daxko Product Roadmap

“It’s on the roadmap!” How many times have you heard that? Join Daxko’s Senior Director of Product Strategy for a review of the Daxko product roadmap. Catch an early glimpse of what’s coming soon, and understand where the future of Daxko products will be traveling.

Audience: Daxko Operations customers
Products: Daxko Operations
Format: Lecture
Presenter: Sarita Myers, Senior Director of Product Strategy

9 Culture Clues

As a three-time winner of “Best Places to Work in America,” Daxko believes in the philosophy that a healthy culture is the long-term, sustainable competitive advantage. Join Daxko’s CEO, Dave Gray, as he shares 9 important culture clues that can increase the likelihood of getting your team to row in the same direction in pursuit of the same mission.

Audience: Current and rising leaders
Format: Lecture
Products: None
Presenter: Dave Gray, CEO

Coaching Your Staff on Deliberately Engaging Conversations

Statistics show engaged members are more likely to refer, give, and volunteer. But how can you coach your staff to engage with your members, and how can you track efforts and outcomes? Ken Hoyt, Technology Director at the Akron Area YMCA, has been training his staff to have deliberately engaging conversations with their members, and recording the great results! Join Ken for this session to learn the difference between transactional conversations and engaging conversations, and leave with some excellent coaching tips to implement at your own organization.

Audience: Membership directors, wellness directors
Products: Daxko Engage
Format: Lecture
Presenter: Emily Zelko, Engage Implementation Specialist, and Ken Hoyt, Technology Director at Akron Area YMCA

Discover the Automatic Account Updater in Daxko Payment Services (for Daxko Spectrum)

If you attended “An Introduction to Daxko Payment Services,” join us for this “part two” session where Matt Popinski and the Daxko Payment Services team will dig into Daxko’s Automatic Account Updater Service in Daxko Spectrum, a valuable service that Daxko Payment Services customers receive. Did you know that 30% of preventable credit card declines result in a membership termination? And have you considered how much staff time is spent chasing down accurate credit card data? Come learn exactly how Automatic Account Updater Service can help your association retain memberships and save your staff time by having cards automatically updated before they decline. We’ll share the impacts that our current Daxko Payment Services customers have seen.

Audience: Daxko Spectrum customers
Products: Daxko Payment Services
Format: Lecture
Presenter: Kate Hardy, Merchant Services Implementation Coordinator, and Matt Popinski, VP of Payment Services

Show Me the Money!

Do you use Daxko Spectrum to manage billing at your organization? Join this informative session to delve into end-of-month billing and periodic billing. We’ll cover billing set-up configurations, pre-billing, billing, post billing steps, and more.

Audience: New Daxko Spectrum accounting users
Products: Daxko Spectrum
Format: Lecture
Presenter: Scott Wimberly, Adoption Consultant

Open

4:30 – 5:30 p.m.

Daxko Ambassador / VIP reception

Dinner on your own – Night off to explore and enjoy the city

DAY 3

7:00 – 8:00 a.m.

8:00- 9:00 a.m.

Morning fun walk

Breakfast

Session 6
9:00 – 9:45 a.m.

Daxko and the Open Y: From Concept to Reality

YMCA of the USA has recently begun piloting the Open Y concept, and we are fortunate to have some of those pilots with us at Reach 2017! Join us as we take off and explore the Open Y concept, landing into a new reality of membership management.

Audience: YMCAs
Products: Daxko Operations
Format: Lecture
Presenter: Delphine Carter, Sr. Product Manager – Daxko Operations & Engage, and Courtney Glover, YMCA of Greater Houston

Just Give Me My Data & Dashboards Already

For over 18 years, Daxko has collected data on membership, retention, engagement, and donations to empower our customers to make key organizational decisions. Join this session to learn more about Daxko’s data movement, and how to harness the power of Daxko Decision Analytics.

Audience: YMCAs, JCCS, C-level, those interested in reporting
Products: Daxko Operations, Daxko Engage
Format: Panel discussion
Presenter: Rick Hutchinson, Senior Solutions Designer and Constance Miller, Sr. Product Manager

Launching Daxko Spectrum Online Services

Today’s business climate requires a fast, flexible approach to customer service. That’s why we offer Online Services through your Daxko Spectrum software. Online Services pushes payments, enrollments, and bookings straight to your members’ fingertips, wherever they may be. Join this session to learn how to successfully launch Online Services at your facility, and hear how Renee Harris, Director of Marketing at the Evelyn Rubenstein JCC, prepared her employees and members to use Online Services at her JCC.

Audience: Marketing, membership
Products: Daxko Spectrum Online Services
Format: Lecture
Presenter: Randy Cruz, Senior Solutions Designer, and Renee Harris, Director of Marketing at the Evelyn Rubenstein JCC

Effective and Efficient: Improve Teamwork with Scrum Principles

In our fast-paced world, keeping up with constant change while keeping your team on the same page can be difficult. Join members of the Daxko software and product teams to learn how we use Scrum principles to work on constant improvement, and how you can too!

Audience: Membership directors, anyone leading a team
Products: None
Format: Lecture
Presenter: Becki Irby, Solution Designer – Daxko Operations

Open

JCC Round Table: Engaging Your Agency and Community

Does your JCC use Daxko Engage, but not as well as you should? Join this round table moderated by a Daxko Trainer and Engage Specialist to connect with other JCCs and learn tips for maximizing Daxko Engage. You’ll leave feeling empowered to better leverage the software to engage your agency and community.

Audience: JCCs
Products: Daxko Engage
Format: Round table
Presenter: Isaac Jones, Engage Implementation Specialist

Session 7
10:00 – 10:45 a.m.

Meet the Daxko Spectrum Product Team

Intrigued by what you heard in Tuesday’s General Session for Daxko Spectrum Customers? Here’s your opportunity to meet the team working on the upcoming product priorities. We’ll also break into “roundtable” type discussions so you can get plugged in and learn more.

Audience: Daxko Spectrum customers
Products: Daxko Spectrum
Format: Roundtable
Presenter: Saranda West, Senior Product Manager

A Month’s Worth of Reports

Ready to optimize your reporting habits? Join this session to learn the most common Daxko Operations reports to pull in any given month for each department and when to pull them. We’ll also cover any and all recent changes to important reports.

Audience: Everyone
Products: Daxko Operations
Format: Lecture
Presenter: Mallory Alto, Customer Success Advocate

Daxko Engage 2.0: Rev Up Your Member Engagement

So you’ve learned the basics of Daxko Engage and are having meaningful conversations with your members. Now it’s time to take your relationships and targeted communications a step further by building out key initiatives in your Daxko Engage site, such as Potential Donors, a more robust New Member Engagement Initiative, and a Low / Critical initiative. This session is ideal for attendees who’ve had Daxko Engage for over 12 months.

Audience: Customers who’ve had Daxko Engage for 12+ months
Products: Daxko Engage
Format: Lecture
Presenter: Emily Zelko, Engage Implementation Specialist

REPEAT SESSION

An Overview of Daxko Payment Services

Join us for an overview of Daxko Payment Services, the new credit card processing service available for all Daxko customers. Daxko Payment Services will allow you to provide an improved experience for your staff and members and reduce membership cancellations due to credit card declines. Discover how you can gain increased transaction visibility, secure next-day funding, and leverage Daxko’s Proactive Account Updater service with this highly secure, EMV-compliant service.

Audience: All customers who don’t currently use Daxko Payment Services
Products: Daxko Payment Services
Format: Lecture
Presenter: Kate Hardy, Merchant Services Implementation Coordinator, and Matt Popinski, VP of Payment Services

Open

Sharing is Caring: A Round Table Discussion

Do you want a chance to learn how your peers are using Daxko products to run their organizations? Join this lean coffee-style round table to meet peers who use the same products you do, and share tips, best practices, and other golden nuggets of wisdom.

Audience: Everyone
Products: None
Format: Round table
Presenter: Butch Mayhew, Quality Assurance Team Lead

Session 8
11:00 – 11:45 a.m.

The Secret Life of Your Members: Retention Indicator Findings & Other Daxko Engage Data Stories

Data becomes useful only if you’re able to do something about it. Daxko Engage is powerful because it makes your data meaningful and useful. Using membership data, behavior trends, and other retention studies, we’ll talk about the stories your members are telling you and learn how you can build stronger relationships with your members. Join this session to see what we discovered about the secret life of your members. We’ll offer recommendations on ways you can reach out, reengage, and retain your members, wherever they are in their relationship with you.

Audience: C-level, membership directors, branch executives
Products: Daxko Engage
Format: Lecture
Presenter: Charlie Peters, Engagement Solutions Team Lead, and Emily Vonbartheld, Engage Implementation Specialist

Let’s Get Vulnerable: Leadership Lessons Learned from a Career of Making Mistakes

We leaders like to act like we have everything figured out. After all, we can’t appear vulnerable and weak in front our teams! But that’s a bad strategy. We’re all regular people who learn and evolve just like everyone else; so we can’t possibly have everything figured out. We all make mistakes. The key is to reflect on those mistakes, find the nuggets of wisdom in each mistake, and be better for it. In this session, Daxko’s SVP of Strategic Initiatives will get vulnerable and talk about his mistakes and key leadership lessons learned from mistakes over the years. But he won’t go it alone! Prepare to break up into small groups to uncover and discuss our own mistakes and learnings.

Audience: Current and rising leaders
Products: None
Format: Lecture
Presenter: Matt Cowell, SVP of Software Products / Operations

Glimpse Into Daxko Spectrum

By now you know that Daxko has two different software platforms: Daxko Spectrum and Daxko Operations. If you’re a Daxko Operations user who’s curious to see what Daxko Spectrum is all about, join us for this high-level overview to get a glimpse!

Audience: Daxko Operations customers
Products: Daxko Spectrum
Format: Lecture
Presenter: Kaylin Foor, Daxko Spectrum Solutions Consultant

Excel 101: A Crash Course on Spreadsheets

Do Microsoft Excel spreadsheets baffle you? Do you wish you knew better, faster ways to manipulate your data? Join this session to learn the Excel basics. We’ll teach you ways to manipulate your data from Daxko Operations and Spectrum, and will share examples of modifying reports.

Audience: Everyone
Products: Daxko Operations, Daxko Spectrum
Format: Hands-on training (BYO laptop)
Presenter: Ellen Thompson, Software Trainer, and Scott Wimberley, Adoption Consultant

Daxko Spectrum Integrations and Partnerships Overview

Did you know Daxko partners with several innovative companies to provide integrations with your Daxko Spectrum software? Join this session for an overview of some of those companies, and learn how currently implemented Daxko Spectrum integrations and partnerships can help your facility.

Audience: Everyone
Products: Daxko Spectrum
Format: Lecture
Presenter: Delphine Carter, Sr. Product Manager – Daxko Operations & Engage; Mark Cain, Channel Sales Manager; and Song Oh, Solutions Designer

11:45 a.m. – 1:00 p.m.

Lunch

Session 9
1:00 – 1:45 p.m.

Glimpse Into Daxko Operations

By now you know that Daxko has two different software platforms: Daxko Spectrum and Daxko Operations. If you’re a Daxko Spectrum user who’s curious to see what Daxko Operations is all about, join us for this high-level overview to get a glimpse!

Audience: Daxko Spectrum customers
Products: Daxko Operations
Format: Lecture
Presenter: Kaylin Foor, Daxko Spectrum Solutions Consultant

Big Brains & Brown Bags: Videos from Thought Leaders

Back by popular demand, Daxko’s CEO, Dave Gray, will facilitate a session on thought leaders who inspire him and will hopefully do the same for you. Dave regularly invites Daxko Team Members to bring their lunch and join him in “The Garage Cafe” for “Big Brains & Brown Bags,” which is basically videos of smart people speaking on thought-provoking topics. Skip the “brown bag” and come hungry for a sampler platter of inspiration for today’s leaders.

Audience: Current and rising leaders
Products: None
Format: Video showcase
Presenter: Dave Gray, CEO

We Predict You’ll Want to Hear This

You know the Engagement and Donor Indicators, but what exactly are they, why should you trust them, and why are analytics like them the undisputed future of data? In this session, you’ll learn about algorithms and predictive analytics. We’ll pull back the curtain to share what Daxko does to make it happen, including what data is included, how to know we (or anyone else) is doing a good job, and how you can make sense of it all.

Audience: Daxko Operations customers
Products: Daxko Operations
Format: Lecture
Presenter: Constance Miller, Sr. Product Manager

A Crash Course on the Child Care & Camp Module in Daxko Operations

The new Child Care & Camp module is now available to everyone using Daxko Operations! To help you consider how it can benefit your organization, we’ll do an in-depth demonstration and brief training on rate plans, programs, changes, and rosters.

Audience: System administrators, child care roles, camp directors
Products: Daxko Operations
Format: Lecture
Presenter: Deeanna Stevens, Software Trainer

The Daxko Spectrum Member Connect App: Will it Work for My Facility?

Join us for an in-depth session on the Member Connect app – Daxko Spectrum’s employee-facing app. Learn about app features, how to effectively use it at your facility, and hear exciting app updates launching soon! if your employees use Scheduler or Group X, this is a can’t miss session.

Audience: Membership, directors, marketing
Products: Daxko Spectrum
Format: Lecture
Presenter: Heidi Andrade, Software Trainer, and Randy Cruz, Senior Solutions Designer

Open

Session 10
2:00 – 2:45 p.m.

#PassPHIT

If passed, the Personal Health Investment Today Act (PHIT) will allow your members to utilize their Flexible Spending Accounts (FSA) to pay for their membership. How will this impact your organization? Join our session to learn that and more as we explore the PHIT Act.

Audience: C-level, membership
Products: None
Format: Lecture
Presenter: Saranda West, Senior Product Manager, Daxko Spectrum, and Jeff Perkins, Assistant Vice President of Government Relations, IHRSA (International Health, Racquet & Sportsclub Association)

Get Hands-On with the Enhanced E-mail Editor in Daxko Engage

Bring your own laptop and work alongside Daxko trainers and other organizations to explore all the features of the enhanced e-mail editor in Daxko Engage. We’ll cover functionality as well as best practices for effective e-mails.

Audience: Marketing Directors, System Administrators
Products: Daxko Engage
Format: Hands-on training (BYO laptop)
Presenter: Deeanna Stevens, Software Trainer

Intermediate Daxko Accounting + Finances in Daxko Operations

This session is for all of the money minds out there! We know you need to keep track of the numbers, and understand why things are where they are. Attend this session to learn how to leverage Daxko Accounting and Daxko Operations to manage reporting and tracking your organization’s finances.

Audience: Finance, accounting
Products: Daxko Operations, Daxko Accounting
Format: Workshop (BYO laptop)
Presenter: Justin Warden, TechOps Support Engineer

Auditing Best Practices for Daxko Spectrum

Everyone makes mistakes, right? The important thing is to learn from our mistakes and move forward. Join us for a session to learn how to audit Daxko Spectrum and correct some of the most common mistakes made within the product.

Audience: Membership directors
Products: Daxko Spectrum
Format: Lecture
Presenter: Scott Wimberley, Adoption Consultant, and Valerie Barnard, Director of Sales and Marketing, Columbia Association

Rest Easy with Daxko Spectrum API

Get insight into the hands-on developer experience of working with the Daxko Spectrum Rest API. Learn how to design your own user experience and business workflow and let the Rest API do the heavy lifting. We’ll walk through the developer API management, available features, and we’ll even create a simple application using the API.

Audience: Technical users, IT, developers
Products: Daxko Spectrum Rest API
Format: Lecture
Presenter: Aaron Havens, Vanguard Development Team Lead; Alok Singh, Software Engineer; and Joseph Massengale, Software Engineer

 

Open

2:45 – 3:15 p.m.

Afternoon snack + beverage break with exhibitors

Session 11
3:15 – 4:00 p.m.

Discover the Automatic Account Updater in Daxko Payment Services (for Daxko Operations)

If you attended “An Introduction to Daxko Payment Services,” join us for this “part two” session where Matt Popinski and the Daxko Payment Services team will dig into Daxko’s Automatic Account Updater Service in Daxko Operations, a valuable service that Daxko Payment Services customers receive. Did you know that 30% of preventable credit card declines result in a membership termination? And have you considered how much staff time is spent chasing down accurate credit card data? Come learn exactly how Automatic Account Updater Service can help your association retain memberships and save your staff time by having cards automatically updated before they decline.  We’ll share the impacts that our current Daxko Payment Services customers have seen.

Audience: Daxko Operations customers
Products: Daxko Payment Services
Format: Lecture
Presenter: Kate Hardy, Merchant Services Implementation Coordinator, and Matt Popinski, VP of Payment Services

How to Integrate SalesForce.com with Daxko Spectrum

Have you ever considered integrating Daxko Spectrum with other platforms, like SalesForce.com? Join this session to learn how Fitness SF has implemented SalesForce.com in their organization and integrated it with Daxko Spectrum.

Audience: IT
Products: Daxko Spectrum
Format: Lecture
Presenter: Song Oh, Solutions Designer; Randy Cruz, Senior Solutions Designer; Ed Go, Director of Technology, FITNESS SF

Unleash the Power of Google Analytics

Google is a powerful tool. It’s even a verb in Webster’s Dictionary – “Just Google it!” But there’s so much more to Google than just looking up recipes and cat videos. It’s also your gateway to understanding ad and marketing spend, as well as overall website usage. Join this session to learn how to unleash the power of Google Analytics to drive dynamic marketing plans and strategies across all your applications.

Audience: Marketers
Products:
Format: Panel
Presenter: Tommy Sanderson, Product Manager – Daxko Mobile

Guiding Your Organization with Servant Leadership

Robert Greenleaf, the founder of the modern servant leadership movement, once said, “Good leaders must first become good servants.” But how does one practice effective servant leadership? Whether you’re a seasoned, rising, or aspiring leader, we invite you to attend this session to explore the concept of servant leadership. We’ll share what that looks like at Daxko, and practical steps for becoming a servant leader within your own organization.

Audience: Current and rising leaders
Products: None
Format: Lecture
Presenter: Butch Mayhew, Quality Assurance Team Lead

Basic Accounting in Daxko Spectrum

Join this session for an overview of Charts of Account, Financial Setup, and the accounting side of completing a transaction in Daxko Spectrum. You’ll leave with a complete understanding of statements, notifications, grace period, delay draft, sale of an inventory and non-inventory item, series sales, installments, deferred membership, and gift cards.

Audience: Accounting, finance
Products: Daxko Spectrum
Format: Lecture
Presenter: Kelsi Geeter, Daxko Payment Services Solutions Consultant, and Ryan Singer, Software Trainer

Knights of Campaigning: A Round Table

Discuss and share with other organizations who successfully wield the Fundraising module sword in Daxko Operations. Brandish your sharpest ideas, best practices, and favorite reports. (Note: Please do not bring any sharp objects!)

Audience: Campaign directors, system administrators
Products: Daxko Operations
Format: Round table
Presenter: Ellen Thompson, Software Trainer

4:00 – 6:00 p.m.

6:00 – 10:00 p.m.

10:30 p.m.

Exhibitor tear-down

Reach closing night event off site (transportation provided)

Return to hotel

DAY 4

8:00 a.m. – 12:00 p.m.

Check-out at hotel – Safe travels home!