TAUG—A Real Value

Intense TIMSS/Personify training—a $3,200.00 Value
One-on-one sessions with Business Consultants and Accounting Experts—A $400 value.
Time to network with other TIMSS/Personify users—Priceless

TAUG 2009 Schedule

Find the persona that best matches your job function to find the sessions and events most likely to meet the information and training needs of professionals just like you. Can't find a persona that's just right? No problem. Pick and choose from sessions that interest you to create your own personalized TAUG Persona Experience.

Accounting Manager

Advertising Manager

Call Center Manager

Call Center Representative

Developer

Everybody

Exhibition Manager

Marketing Manager

Meetings Manager

Membership Manager

Senior Executive

Subscriptions Manager

System Administrator

Click here to download a PDF version of the schedule.

Sunday, May 17th

Sunday Fun Day Events

5:00 p.m. – 6:00 p.m.

State of the Company

6:00 p.m. – 7:30 p.m.

Welcome Reception

Monday, May 18th

8:00 a.m. – 9:00 a.m.

Breakfast

TIMSS 5 to Personify Networking Breakfast

9:00 a.m. – 10:30 a.m.

60 Ideas in 60 Minutes

10:30 a.m. – 11:00 a.m.

Break

11:00 a.m – 12:30 p.m

CIO and IT Director Roundtable

Spend an hour and a half having a high-level discussion with your peers who can relate to your position and give advice regarding the challenges and struggles you face in your organization. Come equipped with questions to ask as well as a list of lessons learned that may help other organizations.

Versions: TIMSS 5, TIMSS 6, Personify
Personas: Senior Executive

Mastering Rate Structures (Training: A $200 Value)

TMA Resources’ experts will teach you everything from how rate structures work to how to set up products. For those confused about rate structures, attend this training session for your “ah-ha” moment.

Versions: TIMSS 6, Personify
Personas: Advertising Manager,Accounting Manager, Exhibition Manager, Marketing Manager, Membership Manager, Meetings Manager, Subscriptions Manager

Personify e-business Success Stories

Learn how customers are successfully putting Personify e-Business to work in helping them create a more dynamic, seamless experience for their customers on the Web.

Version: Personify
Persona: Developer, System Administrator

Training, Documentation, and Succeeding

Whether they are the new kids on the block or long-time staff, employee training is vital in order for any organization to be successful. Discover how other member-centric organizations are keeping their staff trained. TIMSS/Personify users will also share their custom documentation and discuss how it has improved staff efficiency.

Versions: TIMSS 5, TIMSS 6, Personify
Personas: Everybody

12:30 p.m. – 1:30 p.m.

Lunch

Trade Association Luncheon

1:30 p.m. – 3:00 p.m.

Working With TMA Resources

TAUG is filled with sessions that help you work more effectively with TIMSS/Personify. This session is designed to help you work more effectively with TMA Resources. Let’s face it, your software is only as good as the people who stand behind it. Learn how other customers have been able to get the most out of their interactions with TMA Resources by leveraging relationships throughout the company.

Versions: TIMSS 5, TIMSS 6, Personify
Personas: Senior Executive

Social Networking Integration Strategies

Social networking is all the rage these days. Some associations are using third-party software to connect groups and keep members in touch with each other. Such communities are a great member benefit. Learn about the advantages of integrating your social networking site with TIMSS/Personify.

Versions: TIMSS 5, TIMSS 6, Personify
Persona: Call Center Manager, Call Center Representative, Developer, Marketing Manager, Membership Manager, Senior Executive

Accounting Roundtable

The Accounting Roundtable is the place for all in finance to get together for an informal discussion regarding accounting and TIMSS/Personify. Discover how others in your profession are using TIMSS/Personify to their advantage.

Versions: TIMSS 5, TIMSS 6, Personify
Persona: Accounting Manager

De-duping : Getting rid of duplicates. Getting rid of duplicates (Training: A $200 Value)

Do you ever look at your reports and find that the same Pat Smith is listed six times or search for Gene Brown only to find three different records for the same person? Duplicate records can quickly drive you crazy and sometimes may cause you to print more brochures or invitations than you really need. In this training session you’ll learn best practices for minimizing duplicates, how to identify them and what to do with them.

Versions: TIMSS 6, Personify
Personas: Call Center Manager, Call Center Representative, System Administrator

3:00 – 3:30 p.m.

Break

3:30 p.m. – 5:00 p.m.

A Look Ahead with TMA Resources

6:30 p.m.

Dutch Dine Around

Tuesday, May 19th

8:00 a.m. – 9:00 a.m.

Breakfast

9:00 a.m. – 10:30 a.m.

Upgrading from TIMSS 6 to Personify

Do you see Personify in your future? You’re not alone! Hear success stories and lessons learned from TMA Resources customers who have upgraded or are in the process of upgrading from TIMSS 6 to Personify.

Versions: TIMSS 6, Personify
Personas:Accounting Manager, Senior Executive, System Administrator

Top 5 Reports You Should Be Running (Training: A $200 Value)

Learn how to set up 5 reports that are designed to make your life easier, including: Membership Information Update Processing (MBR900 ), Expired Order Cleanup Process (ORD500), Deferred Revenue Analysis (FAR675), Credit Card Transaction Analysis (CCP504), and Zip Code upload process (ZIP100).

Versions: TIMSS 6, Personify
Persona: System Administrator

How IT & Finance Can Support Each Other

Accountants are major users of TIMSS/Personify. However, in order to succeed finance professionals seek the expertise of the IT department. In this session the two groups will learn how to work with each other and manage expectations.
p(version). Versions: TIMSS 5, TIMSS 6, Personify

Personas: Accounting Manager, System Administrator

Successful Marketing: Native and Integrated Solutions

For running successful marketing campaigns in this day and age, smart marketers are looking to solutions both inside and outside of TIMSS/Personify. This session will cover some of the marketing functionality native to TIMSS/Personify, but also look at integrated solutions that leverage powerful e-marketing applications provided by TMA Resources’ Solution Partners. Customers will lead discussions of how they brought solutions on line and the impact it is having on their marketing efforts.

Versions: TIMSS 5, TIMSS 6, Personify
Personas: Call Center Manager, Call Center Representative, Developer, Exhibition Manager, Marketing Manager, Meetings Manager, Membership Manager, Senior Executive

10:30 a.m. – 11:00 a.m.

Break

11:00 a.m. – 12:30 p.m.

Designing Your Future: The Impact of Technology Trends

As part of their Association of the Future program, ASAE & The Center is releasing a series of resources to provide associations with perspectives on the future global environment. In this session a representative from ASAE will discuss top technology trends and how these trends can cause threats and provide your organization with opportunities.

Versions: TIMSS 5, TIMSS 6, Personify
Personas: Senior Executive

Underused Features in Personify (Training: A $200 Value)

Personify has many new features and modules. Are you taking advantage of everything like you originally planned? Join TMA Resources as we show you how to use features and modules that customers continuously show great interest in, but often put off using. Implementing such functionality is often a lot easier than you think. Bring some of these tricks of the trade back to your job and quickly become the office star.

Personify
Persona: System Administrator

PCI Compliance & Personify

Are you ready? Organizations wishing to achieve and maintain PCI compliance must ensure that their credit card payment systems comply with the Payment Application Data Security Standard (PA-DSS) no later than July 1, 2010. PCI compliance experts will explain how to make sense of all the rules and regulations and help to ensure you’re on the right track for meeting the deadline.

Personify
Personas:Accounting Manager, System Administrator

Meetings Swap Meet

In most associations the Annual Meeting is everyone’s job. This session provides TIMSS/Personify users with the chance to brain storm, share ideas, and discuss ways to improve their meeting. Topics for discussion include: top meeting reports, how to master onsite registration, and point of sale. Come to this session ready to share.

Versions: TIMSS 5, TIMSS 6, Personify
Persona: All

Fundraising Training (Training a $200 Value)

This training session is perfect for those who are already using the fundraising module as well as those who have been “getting around” to it for quite some time. Discover the flexibility of the Fundraising Module. See the new features recently released in Personify, including automated Giving Class and Giving Status fields and learn how anonymous donations can be recorded. You’ll also see the new reports developed for Fundraising in Personify, including SYBUNT and LYBUNT.

Personify
Personas: Marketing Manager, Membership Manager, System Administrator

12:30 p.m. – 1:30 p.m.

Lunch

AMC Luncheon

1:30 p.m. – 3:00 p.m.

Driving and Leading Technical Change in Your Organization

While change is inevitable, helping your staff get on board with senior managements’ decisions is not impractical. Learn how other executives help staff cope with change. TMA Resources’ clients will share how they managed staff expectations during large feats such as upgrading to a new system to smaller changes such as implementing new processes.

Versions: TIMSS 5, TIMSS 6, Personify
Personas: Senior Executive

Integrating Multiple Tools to Create a Unified User Experience

Providing members with a wide variety of Web tools can lead to member retention. Learn how organizations are successfully integrating multiple Web-based tools with their AMS in order to create a unified user experience. Customers will share how they are seamlessly providing members with relevant content recommendations, personalization, online participation opportunities, and online self-service tools.

Versions: TIMSS 5, 6, Personify
Persona: Developer, System Administrator

Credit Card Processing & Reconciliation

Credit card processing and reconciliation can be confusing. How do you know what type of batch to use? What time should everything be settled? How are payments handled? TMA Resources’clients will share their best practices and success stories.

Versions: TIMSS 5, TIMSS 6, Personify
Persona: Accounting Manager

Assigning Marketing Codes & Discounts (Training: A $200 Value)

Knowing how to properly set up marketing codes and discounts can help you measure the effectiveness of your marketing campaigns. In this session learn how to analyze which market codes are most successful and see how market codes can be collected via the Web. You’ll leave the session knowing how to create market codes and track them on orders. You’ll also learn how to define discounts based on different criteria.

Versions: TIMSS 5, 6, Personify
Personas: Advertising Manager, Call Center Manager, Call Center Representative, Marketing Manager, Membership Manager, Meetings Manager, Subscriptions Manager

How to use TIMSS/Personify to Enhance Customer Service

Learn how other TIMSS/Personify users are using their AMS to manage and improve relationships with customers. Hear how integrations to third party applications can help you streamline member requests and increase customer satisfaction.

Versions: TIMSS 5, 6, Personify
Personas: Call Center Representative, Call Center Manager, Membership Manager

3:00 p.m. – 3:30 p.m.

Break

3:30 p.m. – 5:00 p.m.

Ask TMA Resources

6:30 p.m. – 10:30 p.m.

An Evening at Hacienda Siesta Alegre

Wednesday, May 20

7:15 a.m. – 5:45 p.m.

Developer Day (See Schedule Below)

8:00 a.m. – 9:00 a.m.

Breakfast

9:00 a.m.- 10:30 a.m.

Data Integrity Roundtable

Discover what other TIMSS/Personify users are doing to ensure the quality of their data. Share what you’ve done that’s worked and warn others about what did not turn out as well as you had hoped.

Versions: TIMSS 5, TIMSS 6, Personify
Personas: Everybody

Data Analyzer & Business Intelligence Success Stories

TMA Resources’ customers are taking advantage of Data Analyzer and Business Intelligence to make better business decisions and save money. Learn how you can do the same. Customers will share how they are using Data Analyzer and Business Intelligence and what kind of information they are drilling into in order to achieve desired results.

Versions: TIMSS 5, 6, Personify
Persona: System Administrator

Security & Personas (Training: A $200 Value)

In this 90 minute training session you will learn how users and user groups are defined. You will gain an understanding of how users are assigned to user groups and Personas, and what the difference is between the two. By the end of the session you will understand how a Persona can quickly be defined in the system and know what an access point is and why you might need it.

Personify
Personas: Developer, System Administrator

10:30 a.m. – 11:00 a.m.

Break

11:00 a.m. – 4:00 p.m. (Lunch at 12:30 p.m.)

Mastering Notifications (A $400 value)

In this training session, designed for more technical users, learn about Personify’s new flexible notification system. You’ll be taught how to modify an existing notification event or create your own. You will also find out how the text of the e-mail can be controlled within Personify. In just four hours, you’ll be a Personify Notification master.

Personify
Personas: Developer, System Administrator

Intro to Data Analyzer (A $400 value)

We’re bringing back one of our highest rated training sessions from TAUG 2008. If you missed it last year, now is your chance to take advantage of learning the basics of Data Analyzer. Discover how to define your own queries that can be deployed throughout your organization and learn how universes are organized. This training is for Personify users and those who are on a version of TIMSS 6 that contains Business Objects.

Versions: TIMSS 6, Personify
Personas: Advertising Manager, Marketing Manager, Meetings Manager, Membership Manager, Subscriptions Manager, System Administrator

Personify for Beginners (A $400 value)

Trying to navigate around a new Association Management System can be a daunting task. This training session will help both new employees and those who are upgrading from TIMSS to Personify. You’ll leave this session feeling completely comfortable performing common tasks in Personify.

Version: Personify
Persona: Everybody

Developer Day schedule

Developer, System Administrator

7:15 a.m. – 8:00 a.m.

Breakfast

Fuel up because you’re going to need it! Developer Day is jammed packed with information, so don’t even think about starting the day without breakfast.

8:00 a.m. – 10:00 a.m.

Intro to APIs

Designed for beginners, this session will introduce the Personify architecture
as well as the Personify API platform and object model. Discover what APIs
can do and how they are called. Learn how to extend Personify APIs as well as
how to extend Personify data structures using database designer.

Advanced APIs

Experienced developers you are one session away from being a Personify
API platform and object model expert. Discover how to extend Personify
order entry APIs and discover how to implement business logic for advanced
validation. Participants will also learn about configuration management and
debugging.
Course prerequisites: Attendees should:
• Understand oriented programming concepts
• Be familiar with VB.Net, visual basic, or similar languages
or
• Have attended basic API Training
• Be familiar with Personify data model and business work flow.

10:00 a.m. – 10:15 a.m.

Break

10:15 a.m. – 12:15 a.m.

Intro to Studio

New to Personify Studio? This session is for you. Come up to speed with
Studio and learn how to extend screens and the database object model. You’ll
leave this course with an understanding of screen designing, e.g. visual studio
form designer/Web page designing.

Advanced Studio

This course is perfect for those who attended the Intro to Studio session at
the Personify Open Summit or for sophisticated users who have knowledge of
screen designing e.g. visual studio form designer\Web page designing. Features
covered in this session include advanced database object modeling as well as
screen designing. Learn more about developing code behind and be prepared
to walk away being able to call yourself a Personify Studio expert.

12:15 p.m. – 1:15 p.m.

Lunch & General Session

Grab a sammy and listen up. TMA Resources senior developers will share what’s next for Personify and demonstrate of the latest and greatest features.

1:15 p.m. – 3:15 p.m.

Web Services

Consider this course your introduction to Web services fundamentals. Learn how they can be of use to you and how Personify makes use of them. You’ll be taught about simple and universal Web services for Personify and learn guidelines for which one to use in various situations. You’ll also learn how to take advantage of Web Service Studio.