Reach 2017 Agenda + Sessions

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

REACH 2017 SESSIONS

Check back soon as we add additional sessions, as well as the session schedule with dates and times. Note: Sessions and schedule are subject to change.

Rest Easy with SpectrumNG API
Get insight into the hands-on developer experience of working with the SpectrumNG 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: SpectrumNG Rest API
Format: Lecture

Traveling the SpectrumNG 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 SpectrumNG product roadmap. Catch an early glimpse of what’s coming soon, and understand where the future of SpectrumNG products will be traveling.

Audience: CSI Software / SpectrumNG customers
Products: SpectrumNG
Format: Lecture

#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

SpectrumNG Customer Service Strategy & Improvements
Since Daxko acquired CSI Software, great improvements in SpectrumNG customer success have been underway! If you’re a SpectrumNG customer, we invite you to join our Services Team for this session where we’ll share our new SpectrumNG 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: SpectrumNG customers
Products: SpectrumNG
Format: Lecture

Build Your Own Contracts in SpectrumNG
Ready to take full control of your membership contracts? Join this session to learn how to build your own contract using the new Contract Designer in SpectrumNG. Contract Designer puts you in the driver’s seat to decide where new sections go, move existing sections, add or remove electronic signatures, update verbiage to display on your signature capture pad, and more.

Audience: SpectrumNG system admins, membership, sales
Products: SpectrumNG
Format: Lecture

Build Your Own Contracts in SpectrumNG
Ready to take full control of your membership contracts? Join this session to learn how to build your own contract using the new Contract Designer in SpectrumNG. Contract Designer puts you in the driver’s seat to decide where new sections go, move existing sections, add or remove electronic signatures, update verbiage to display on your signature capture pad, and more.

Audience: SpectrumNG system admins, membership, sales
Products: SpectrumNG
Format: Lecture

Build Your Own Contracts in SpectrumNG
Ready to take full control of your membership contracts? Join this session to learn how to build your own contract using the new Contract Designer in SpectrumNG. Contract Designer puts you in the driver’s seat to decide where new sections go, move existing sections, add or remove electronic signatures, update verbiage to display on your signature capture pad, and more.

Audience: SpectrumNG system admins, membership, sales
Products: SpectrumNG
Format: Lecture

Auditing Best Practices for SpectrumNG
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 SpectrumNG and correct some of the most common mistakes made within the product.

Audience: Membership directors
Products: SpectrumNG
Format: Lecture

How to Integrate SalesForce.com with SpectrumNG
Have you ever considered integrating SpectrumNG 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 SpectrumNG.

Audience: IT
Products: SpectrumNG
Format: Lecture

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 SpectrumNG, and will share examples of modifying reports.

Audience: Everyone
Products: Daxko Operations, SpectrumNG
Format: Hands-on training

Piloting the New SpectrumNG Sales Tablet
This year, the new SpectrumNG Sales Tablet has been in a pilot phase. Join this session to learn more about the pilot process, see who’s piloting the product, hear about their user experience, and discover when it will be available for full release.

Audience: Fitness, sales
Products: SpectrumNG
Format:

Show Me the Money!
Do you use SpectrumNG 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, prebilling, billing, post billing steps, and more.

Audience: New SpectrumNG accounting users
Products: SpectrumNG
Format: Lecture
Presenter: Scott Wimberly

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

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

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

Audience: SpectrumNG customers
Products: Daxko Operations
Format: Lecture

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

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

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

#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

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

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: Round table

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

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
Format: Panel discussion

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

Data Access
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

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

The Secret Life of “Critical” Members: Retention Indicator Findings
For six months, the Daxko Engagement Solutions Team has been tracking 200 “critical” members – those most likely to terminate, based on Daxko’s Retention Indicator – from four different associations. We’ve studied their membership behavior, level of engagement with staff, and other key characteristics. Join this session to see what we discovered about the secret life of “critical” members. We’ll highlight trends and offer recommendations so you can reengage and retain your most critical members.

Audience: C-level, membership directors, branch executives
Products: Daxko Engage
Format: Lecture

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

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

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

The Future of Reporting is Here
This is a big year for Daxko, and a big year for your data! Not only will Daxko customers have open access to their data through “Your Data Your Way,” but we will also deliver dashboards and predictive analytics around retention, likeliness to donate, membership trends, and benchmarking. Join this session to learn more about how we’ll be reporting membership, engagement, and giving behaviors – and in a dynamic, highly consumable, and visual way.

Audience: C-level, membership directors, staff who manage reporting
Products: Daxko Operations, Daxko Accounting
Format: Lecture

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 SpectrumNG, and will share examples of modifying reports.

Audience: Everyone
Products: Daxko Operations, SpectrumNG
Format: Hands-on training

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

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.

Audience: Daxko Accounting users, finance, budgeting
Products: Daxko Accounting
Format: Lecture

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

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

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

Maintaining Culture Through Change
Join Daxko’s VP of People and Senior Marketing Director as they share how to protect your organization’s culture through times of change, including new leadership, staffing changes, and times of stress. We’ll examine the process we recently use at Daxko to protect one of our most valuable assets – our company culture. We’ll also cover topics like cultural audits, the value of a culture council, change management, and communication.

Audience: C-level and marketing roles
Products: None
Format:

#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

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

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

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