Reach 2017 Tentative Agenda

MONDAY, SEPTEMBER 11

SpectrumNG Boot Camp (7:00 a.m. – 4:00 p.m.):

7:00 – 7:30 a.m. – Light breakfast

7:30 – 11:30 a.m. – Boot Camp training

11:30 a.m. – 12:00 p.m. – Lunch

12:00 – 4:00 p.m. – Boot Camp training

1:00 – 5:00 p.m. – Reach conference registration

1:00 – 4:00 p.m. – Exhibitor set-up

4:00 – 5:00 p.m. – Welcome Reception

5:00 – 6:30 p.m. – Opening Keynote

Dinner on your own

TUESDAY, SEPTEMBER 12

7:00 – 8:00 a.m. – Breakfast

8:00 – 9:00 a.m. – General Session (Keynote speaker)

9:00 – 9:30 a.m. – Break

9:30 – 10:15 a.m. – Session 1

10:30 – 11:15 a.m. – Session 2

11:30 a.m. – 12:15 p.m. – Session 3

12:15 – 1:30 p.m. – Lunch

1:30 – 2:15 p.m. – Session 4

2:30 – 3:15 p.m. – Session 5

3:15 – 3:45 p.m. – Afternoon snack + beverage break in exhibit hall

3:45 – 4:30 p.m. – Session 6

4:45 – 5:45 p.m. – Daxko Ambassador / VIP Reception

Dinner on your own

WEDNESDAY, SEPTEMBER 13

7:00 – 8:00 a.m. – Fun walk / group exercise

8:00 – 9:00 a.m. – Breakfast

9:00 – 9:45 a.m. – General Session (Open Q&A Daxko)

10:00 – 10:45 a.m. – Session 7

11:00 – 11:45 a.m. – Session 8

11:45 a.m. – 1:15 p.m. – Lunch

1:15 – 2:00 p.m. – Session 9

2:15 – 3:00 p.m. – Session 10

3:00 – 3:30 p.m. – Afternoon snack + beverage break in exhibit hall

3:30 – 4:15 p.m. – Session 11

4:30 – 5:15 p.m. – General Session (Open Q&A SpectrumNG)

4:30 – 6:30 p.m. – Exhibitor tear-down

6:30 – 10:00 p.m. – Night event

10:30 p.m. – Return to hotel

THURSDAY, SEPTEMBER 14

8:00 a.m. – 12:00 p.m. – Check-out at Royal Sonesta Houston Hotel, travel home

SNEAK PEEK: REACH 2017 SESSION TOPICS

While we continue to finalize the full listing of sessions at Reach 2017 that will be available in May, here’s a sneak peek at some of the session topics you can expect to see:

  • Training and updates on Daxko products, including SpectrumNG, Daxko Operations, Accounting, Engage, Mobile, Facility Access, Payment Services, Analytics, and more
  • Leadership, culture, and HR-related sessions for current C-level and rising leaders
  • Budgeting, billing, and fundraising
  • The Daxko product roadmap
  • Child care and camp
  • Custom reporting
  • Open Y concept
  • Industry trends
  • API
  • And much more!

Curious to know more? Scroll down to see last year’s sessions at Reach 2016. As a reminder, you can expect to see the full listing of this year’s Reach 2017 sessions posted here in May.

Reach 2016 Agenda + Sessions

Tuesday, September 6

12:00 – 4:00 PM

3:00 PM

4:00 – 5:00 PM

5:00 – 6:30 PM

6:30 PM

Reach conference check-in (Exhibition hall)

Check-in at the Hyatt Regency-Wynfrey Hotel

Welcome reception (Exhibition hall)

General session: Opening Keynote with Dave Gray, Daxko CEO (Wynfrey Ballrooms ABC)

Dinner on your own – explore and enjoy the Magic City!

Wednesday, September 7

7:00 – 8:00 AM

8:00 – 9:00 AM

9:00 – 9:30 AM

Breakfast (Exhibition hall + Wynfrey Ballrooms ABC)

General Session: keynote speaker, James Kane (Wynfrey Ballrooms ABC)

Break

Session 1

9:30 – 10:15 AM

4 Ways to Talk the Talk (Hint: Listening is Important, Too)

Dave Gray, Daxko’s CEO, will lead this session focused on one of the most critical topics in creating and maintaining a thriving workplace…one in which you get more brains in the game, drive improved clarity, and increase alignment across your team. Whether you have a team of two or two hundred, as a leader, one of your most critical responsibilities is to be your team’s Chief Communication Officer. Join Dave to discuss four simple ways to make this a reality.

Presenter: Dave Gray, Daxko CEO

Products: None

Theme: Big Brains

Audience: C-level, director-level

Budgeting in Daxko Accounting

Whether you’re using the Budgeting module in Daxko Accounting for the first time, or just need a refresher, join this session to learn everything you need to know you prepare your association for the upcoming budgeting season. We’ll cover it all!

Presenter:  Kelsi Geeter, Associate Project Manager and Sara Savage, Customer Success Accounting Consultant

Products: Daxko Accounting

Theme: Bootcamp

Audience: Controllers, CFOs, accounting staff

Discovering 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!

Presenter: Ellen Thompson, Software Trainer and Deeanna Stevens, Software Trainer

Products: Daxko Operations

Theme: Bootcamp

Audience: Everyone

Session 2

10:30 – 11:15 AM

An Introduction to Daxko Payment Services

Join Matt Popinski for an introduction and overview of Daxko Payment Services, the new credit card processing service available for Daxko Operations 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. Plus, attendees of this session will receive a complimentary analysis of how credit card declines affect membership terminations at their association!

Presenter: Matt Popinski, General Manager, Trinexum

Products: Daxko Payment Services, Daxko Operations

Theme: Bootcamp

Audience: C-level, financial, accounting

Utilizing Daxko Reciprocity for Reciprocal Membership Initiatives

Has your state recently started a statewide initiative? Has it been a while since you audited Daxko Reciprocity? Join us for an overview session to learn more about how other associations are using Daxko Reciprocity and continuing to promote and audit ongoing reciprocal memberships.

Presenter:  Amy Metcalf, Inside Sales Executive and Deeanna Stevens, Software Trainer

Products: Daxko Reciprocity

Theme: Bootcamp

Audience: Everyone

Tech Tools We Love

Get a peek into the inner workings of Daxko as we show you some of the hottest tech tools we use every day to work more efficiently and build our products. We’ll share which ones rock and which ones flopped. Topics include HipChat, Jenkins, Git, Confluence, Jira, Monitoring Tools, Logging Tools, Automation Tools, Test Flight, and more.

Presenter:  Senthil Subramanian, Development Lead, Member Experience

Products: None

Theme: Technology

Audience: IT

How to Survive Camp Registration

Getting ready to open camp registration at your association? Join this session to learn more about the newest camp registration functionality in Daxko Operations and provide a better experience for your registrants. We’ll dig into program scholarships, age groups & membership rules, and promo codes. Plus, we’ll share ideas for promoting online registration, options for auditing your data, and ways to help increase adoption. You’ll leave a happy camper!

Presenter:  Lauren Bosley Golden, Solutions Analyst and Crystal Shrum, Customer Success Team Lead

Products: Daxko Operations

Theme: Exceptional Experience

Audience: Membership directors, camp directors, marketing

Session 3

11:30 AM – 12:15 PM

Daxko Operations: The Latest and Greatest

Ever wonder what’s in the works for Daxko Operations? Join the Daxko Operations Development Team for an interactive session where they’ll share current projects they’re working on. Come prepared to ask questions and share your feedback!

Presenter:  Becki Irby, Product Manager, Daxko Operations, Accounting, and Reciprocity

Products: Daxko Operations

Theme: Bootcamp

Audience: Membership directors, C-level

Design Creative E-mail Initiatives in Daxko Engage

Daxko Engage initiatives are a valuable way to grow and retain your membership. Are you using them to their fullest potential? Join this session to see how you can use the new e-mail editor to build innovative initiatives in Daxko Engage and fully utilize this powerful marketing tool.

Presenter:  Meg Houston, Solution Designer

Products: Daxko Engage

Theme: Superheroes

Audience: Marketing

A Look Under the Hood: An Architectural Overview

Come take a look at Daxko’s architecture and discovered how it’s evolved over the years. We’ll discuss how we’ve eliminated concern for PCI for those using our API, service-oriented architecture, API first development, technology we use, and where Daxko is going, architecturally.

Presenter:  Ed McLain, Infrastructure Team Lead and Mathew Davis, Development Lead, Daxko Operations, Accounting, and Reciprocity

Products: None

Theme: Technology

Audience: IT

12:15 – 1:30 PM

Lunch (Wynfrey Ballrooms ABC)

Session 4

1:30 – 2:15 PM

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.

Presenter: Dave Gray, Daxko’s CEO

Products: None

Theme: Big Brains

Audience: C-level, director-level

Stay Up-to-Date with the Daxko Nation

Whether you’re training new staff or want to expand your staff’s Daxko knowledge, join this session to learn how to tap into all the training resources we offer, including videos, self-paced training, post-launch training, regional trainings, consulting sessions, and more. It’s the best way to stay up-to-date with training to make sure you’re getting the most out of your investment in Daxko!

Presenter:  Alex Landis, Customer Success Advocate

Products: Daxko Operations, Daxko Engage

Theme: Bootcamp

Audience: New staff, director-level

Sell It!

Ys need to sell every day in order to raise money, convey the value of their programs, and gain members. But why does “sell” sound like such a dirty word? And how can effective selling and promotion make an impact? We’ll show you how to implement the right philosophy, roll out the right systems, and how to hold your team accountable for success.

Presenter:  Jonathan Blackburn, Chief Revenue Officer; Delphine Carter, Product Strategy Lead; and Lindsay Lewis, Executive Director of Association Membership, YMCA of Greater Houston

Products: Daxko Well

Theme: The Future of Membership

Audience: C-level, membership directors

Invite Only Session: Daxko Accounting Focus Group

Daxko relies heavily on the feedback from our customers as we plan enhancements for our products. Please join us for this invite only session as we dig deeper into the road map for Daxko Accounting. Please come prepared to discuss what’s working for you, areas that could use improvement, and new features you would like to see implemented.

Presenter: Sara Hinds, CenterPoint Specialist & Daxko Accounting Solutions Designer and Saranda West, Product Strategy Lead, Operational Solutions

Products: Daxko Accounting

Theme: Big Brains

Audience: CFO, financial

Session 5

2:30 -3:15 PM

We’re for Healthy Leading

Developing leaders and high-performing teams takes dedication and practice. Join April Benetollo, Daxko’s SVP of Marketing, to explore some of the proven principles, philosophies, and activities that great organizations use to build healthy teams. We’ll share our experiences putting some of these into practice at Daxko, and look forward to active discussion among leaders who value this stuff as much as we do!

Presenter:  April Benetollo, Head of Career Development

Products: None

Theme: Big Brains

Audience: C-level, director-level

Ask How to Be a Rock Star System Administrator

Learn how to be a rock star Daxko Operations System Administrator from some of the best! Panelists include Molly Frederick, Member Accounting Director at the Birmingham YMCA; Nancy Byrum, Association Director of Member Engagement at the Peninsula Metropolitan YMCA; and Samantha Brock, HR Coordinator at YMCA of Greater Spartanburg.

Presenter: Martha Cirulnick, Senior Customer Success Team Lead at Daxko and Molly Frederick, Member Accounting Director, YMCA of Greater Birmingham

Products: Daxko Operations

Theme: Bootcamp

Audience: System Administrators

Custom Reports Contest Winner Reveal!

Join us for the big reveal for the Custom Reports contest winners! Enter the contest by August 31st to take part. See you there!

Presenter: Deeanna Stevens, Software Trainer

Products: Daxko Operations

Theme: Bootcamp

Audience: Custom Reports Contest participants

3:15 – 4:00 PM

Afternoon snack and beverage break with sponsors (Exhibition hall)

Session 6

4:15 – 5:00 PM

Engagement Strategies

Learn new strategies for inspiring staff to engage more members while they’re in the building. We’ll cover face-to-face engagement techniques, ideas for starting conversations, goal tracking, and utilizing Daxko Engage.

Presenter:  Christin Baker, Adoption Consultant and Nancy Byrum, Association Director of Member Engagement, Peninsula Metropolitan YMCA

Products: Daxko Engage

Theme: Exceptional Experience

Audience: Marketing, membership

Custom Reports 101: Editing Global Reports

Join this session to learn the differences between canned, global, and custom reports in Daxko Operations. We’ll dig into data sources, filters, operators, and automation. BYO laptop computer for a hands-on experience, look on with a friend, or just sit back and watch Team Daxko show you how to master editing global reports.

Presenter:  Alyshah Budhwani, Software Trainer

Products: Daxko Operations

Theme: Superheroes

Audience: Supervisor / director-level

Explore Account Updater in Daxko Payment Services

If you attended “An Introduction to Daxko Payment Services,” join us for this “part two” session where Matt Popinski will dig into Daxko’s Proactive Account Updater, an additional service available with the new Daxko Payment Services. Did you know that 25% of memberships are cancelled due to credit card declines? Come learn exactly how Proactive Account Updater can help your association retain memberships and save your staff time by updating credit cards before they decline. Plus, attendees of this session will receive a complimentary analysis of how credit card declines affect membership terminations at their association!

Presenter: Matt Popinski, General Manager, Trinexum

Products: Daxko Payment Services, Daxko Operations

Theme: Bootcamp

Audience: C-level, financial, accounting

5:00 PM

5:30 – 6:30 PM

Dinner on your own – explore and enjoy the Magic City!

VIP Reception for Daxko Ambassadors & Customer Advisory Council Members (Buckingham Room, 3rd floor)

Thursday, September 8

8:00 – 9:00 AM

Fun walk (meet at mall entrance in hotel lobby)

9:30-10:30 AM

Breakfast (Exhibition hall + Wynfrey Ballrooms ABC)

Session 7

10:30 – 11:15 AM

Online Experience: Tools to Create an Online Presence

Daxko Operations offers several tools to help you create an online presence for your association. Join this interactive session to watch us create an online experience with these tools and learn how they can help you enhance relationships with your members, free up time for your staff, and create a better online experience for your members.

Presenter:  Tommy Sanderson, Product Manager

Products: Daxko Operations

Theme: Bootcamp, Exceptional Experience

Audience: Membership directors, marketing, program directors

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, including pivot tables, CSV vs. XLSX, and macros. Plus, we’ll teach you ways to manipulate your data from Daxko Operations and will share examples of modifying reports.

Presenter: Alyshah Budhwani, Software Trainer

Products: Daxko Operations

Theme: Superheroes

Audience: Everyone

It’s the Experience, Stupid!

In the spirit of a presidential election year, we’re reminded of the phrase the Clinton campaign made famous back in 1992: “It’s the economy, stupid!” Fast forward 24 years and now, “It’s the experience, stupid!” Customers and members aren’t compelled by products and services. Their loyalty is driven by experiences. Join Dave Gray, Daxko’s CEO, as he shares examples from organizations that consistently deliver exceptional experiences to differentiate themselves from their competitors and build authentic relationships. The examples will ignite ideas you can implement in your own organization.

Presenter: Dave Gray, Daxko’s CEO

Products: None

Theme: Big Brains, Exceptional Experience

Audience: C-level, director-level

Designing Lifecycle E-mail Campaigns

E-mail marketing is a cornerstone of your member communications, but how do you decide what information to include in your messages? Do you include everything? Are your e-mails amore like newsletters (or novels)? In this session, we’ll share e-mail marketing best practices and teach you how to design your e-mail campaigns to foster, sustain, and develop members throughout their lifecycle. Let us show you how to use e-mail as a relationship builder rather than one-way information overload.

Presenter:  Charlie Peters, Engagement Solutions Team Lead

Products: Daxko Engage

Theme: Exceptional Experience

Audience: Marketing, membership staff

Session 8

11:30 AM – 12:15 PM

Daxko Mobile: New and Improved

If you use Daxko Mobile, or if you’re interested in learning how to leverage this tool at your association, join this session to learn about all the recent product enhancements. Aside from what’s new and improved, we’ll share how Daxko Mobile can help you remain relevant, deepen member connections, and provide information for your busy, on-the-go members.

Presenter:  Dominic Whicher, Specialty Products Representative and Tommy Sanderson, Product Manager

Products: Daxko Mobile

Theme: Exceptional Experience, Bootcamp

Audience: C-Level, marketing, communications, and membership

Grow Membership & Program Participation with Digital Marketing Initiatives

Digital marketing channels are an effective and cost-efficient way to recruit new members and increase program participation at your center. Join Daxko’s Marketing Team as we explore opportunities like retargeting, Google Adwords, and LinkedIn advertising. We’ll round out the session with practical applications and case studies relevant to member-based nonprofits.

Presenter:  Daxko’s Marketing Team

Products: None

Theme: The Future of Membership

Audience: Marketing and membership directors

Automation: Make the Time

Learn how to address the “We don’t automate because we don’t have time, and we don’t have time because we don’t automate.” paradox. Expand your horizons on what processes can be automated. We’ll cover tooling and will walk-through a few examples.

Presenter:  Butch Mayhew, Quality Assurance Team Lead

Products: None

Theme: Technology

Audience: IT

Repeat Session: An Introduction to Daxko Payment Services

Missed it the first go-round? Join Matt Popinski for this repeat session to get an introduction and overview of Daxko Payment Services, the new credit card processing service available for Daxko Operations 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. Plus, attendees of this session will receive a complimentary analysis of how credit card declines affect membership terminations at their association!

Presenter: Matt Popinski, General Manager, Trinexum

Products: Daxko Payment Services, Daxko Operations

Theme: Bootcamp

Audience: C-level, financial, accounting

12:15 – 1:30 PM

Lunch and general session: keynote speaker, Clark Baker (Wynfrey Ballrooms ABC)

Session 9

1:30 – 2:15 PM

Q&A with Clark Baker

After Thursday’s lunch, come continue the conversation with keynote speaker, Clark Baker! This casual Q&A session will be moderated by Clark’s daughter, Christin Baker, who currently serves as the Daxko Engage Adoption Consultant. Bring your questions and comments – we can’t wait to see where the conversation will take us!

Presenter: Clark Baker and Christin Baker

Products: None

Theme: Big Brains

Audience: Everyone

Facility Access Control

Join this session to learn more about Daxko’s new facility access control partner and how it integrates with Daxko Operations. Ask your questions and hear from other associations piloting facility access.

Presenter: Becki Irby, Product Manager, Daxko Operations, Accounting, & Reciprocity; Josh Hickman, Solutions Consultant; Mark Cain, Channel Sales Manager; and Saranda West, Product Strategy Lead, Operational Solutions

Products: Daxko Operations

Theme: Bootcamp

Audience: Everyone

Predictive Analytics

You’ll learn what predictive analytics is, then we’ll pull back the curtain to share what Daxko does to make it all happen, including input variables, accuracy monitoring, and how you can make sense of it all. We predict you’ll want to hear this!

Presenter:  Constance Miller, Product Manager, Reporting and Analytics and Josh Swank, Jr. Data Scientist

Products: None

Theme: Technology

Audience: IT

My Case Was Sent to Engineering. What?

Have you ever wondered what happens to support cases that are escalated the Daxko Production Support Team? Join this session to learn when and why some cases are escalated and see where cases go from there. Daxko has increased transparency and visibility into what stage cases are currently in and if a code fix is required to correct a bug or issue.

Presenter: Michael Burell, Production Support Team Lead, and Marland Hayes, Customer Success Team Lead

Product: None

Theme: Technology

Audience: Everyone

 

2:15 – 2:45 PM

Afternoon break in the exhibition hall

Session 10

2:45 – 3:30 PM

Just Give Me My Data 

Do you wish you had more control over your data? Join this session to dive deep into upcoming solutions to do just that, including data warehousing, data marts, APIs, reporting, and more.

Presenter: Constance Miller, Product Manager, Reporting & Analytics and Rick Hutchinson, Product Manager, Maintenance

Products: None

Theme: Technology

Audience: IT

Creating an Onboarding Plan for New Staff 

Do you cringe every time you have to develop a new training plan to onboard new staff? Join this session to learn how to develop a training plan for onboarding all staff and learn tips and tricks from other associations who’ve created their own training plans. You’ll leave with a sample training plan, example instructor tracks and PowerPoints, example practice activities, quizzes & tests, and several great tips for training on phone etiquette and face-to-face service.

Presenter:  Erin Rutledge, Solutions Team Lead

Products: Daxko Operations

Theme: Exceptional Experience

Audience: Membership directors, branch champions, human resource, staff trainers

Browser Tune-up: Optimize Your Computer for Daxko’s Products

Having an optimized web browser can allow your Daxko products run more efficiently. Come get a web browser tune-up in this session where we’ll show you how to navigate Daxko Operations and Daxko Engage in tabs, prevent passwords from being saved, turn off auto-fill, and preload the same websites on launch. Plus, we’ll share our web browser recommendations.

Presenter: Alyshah Budhwani, Software Trainer

Products: Daxko Operations, Accounting, and Engage

Theme: Superheroes

Audience: IT, front desk staff, membership supervisors

Getting the Most Out of Daxko Engage

Are you getting the most out of Daxko Engage? Come find out in this session where we’ll share best practices learned from local Ys that are leveraging this powerful tool to drive deeper member engagement.

Presenter: Christin Baker, Adoption Consultant; Delphine Carter, Product Strategy Lead, Engagement Solution; and Isaac Jones, Associate Project Manager

Products: Daxko Engage

Theme: The Future of Membership

Audience: Membership directors, executive directors

Session 11

3:45 – 4:30 PM

The Future of Reporting

We’ve spent the first half of 2016 laying the data foundation for the future of Daxko reporting and analytics. Our Product Manager overseeing this massive effort will review the roadmap of where we’re headed, including innovative pilots of a Donor Index (enables users to organize members according to likeliness they will donate to a campaign), member impact measurement, direct access to data, and updated reporting.

Presenter: Constance Miller, Product Manager, Reporting and Analytics

Products: None

Theme: Big Brains

Audience: C-level and director-level users

Let’s Automate Scholarships!

Join this session to review Daxko’s Program Scholarships Automation project in Daxko Operations. We’ll show you how automated program scholarships can help you, your staff, and how it impacts the member experience.

Presenter: Becki Irby, Product Manager, Daxko Operations, Accounting, and Reciprocity

Products: Daxko Operations

Theme: Bootcamp

Audience: Membership directors, program directors

The Significance of Clean Data

Join this session to learn why it’s vital to continually audit and clean your data, even after you’ve converted, and what reports you can use to accomplish this. Having clean data not only allows you to take on more membership initiatives, but it also allows you to empower your staff and association.

Presenter:  Tyler Tumlin, Solutions Team Lead; Kelsi Geeter, Associate Project Manager; and Leeann Buttram, VP of Member Services for YMCA of Memphis & the Mid-South

Products: Daxko Operations, Daxko Engage

Theme: Bootcamp

Audience: Director-level

4:30 PM

5:15 – 5:45 PM

6:00 – 10:00 PM

10:30 PM

Break – get ready for the night event!

Load buses for the night event (Hotel lobby)

Farewell night event: “Birmingham Brew Bash”

Return to hotel

Friday, September 9

8:00 AM – 12:00 PM

Check-out of the Hyatt Regency-Wynfrey Hotel and travel home