Exclusive Sponsors
The TMA Resources Annual Users Group (TAUG) meeting will be held April 7-10 in Phoenix, Arizona at the Arizona Grand Resort. TAUG 2013 is designed for you. Attend all sessions in a specific track or mix and match to create a personalized experience. TAUG is geared for Personify users who are technical, non-technical or anywhere in-between.
The combination of training, educational sessions, free consultation time and a variety of networking opportunities guarantees you'll maximize your ROI.
Registration
The TAUG registration fee includes: the full conference, all networking events, breakfast on Monday, Tuesday, and Wednesday, lunch on Monday and Tuesday, and dinner on Tuesday evening. Guest registrations include all networking and meal events. Payment must be received prior to the meeting.
Registration Fees
-
Early Bird: $575
(Postmarked on or before March 1, 2013) -
Regular Rate: $675
(Postmarked after March 2, 2013) - Speaker Rate: $450
- Developer Day Only: $450
- Developer Day w/TAUG Registration: $325
- Guest Registration: $225
Be sure to register by March 1, 2013 to receive the reduced early bird rate!
There are three easy ways to register:
- 1. Online
- 2. Fax the registration form to (703)564-3996
- 3. Mail your completed registration form to:
TMA Resources
Attn: TAUG 2013
1919 Gallows Road, Suite 400
Vienna, VA 22182
Confirmation
Once your registration has been processed, you will receive an e-mail confirmation. If you do not receive it within one week, please e-mail Kim Deering at kdeering@tmaresources.com to verify that you are registered.
Cancellation Policy
In the unfortunate event that you must cancel your registration, please notify TMA Resources in writing no later than March 25, 2013 to avoid a $200 service fee. "No shows" will also be charged a $200 fee.
Questions?
Do you have questions about TAUG 2013? TMA Resources will be glad to help. Contact Kim Deering at kdeering@tmaresources.com or via phone at (703) 564-5257.
Schedule
Tracks
Sunday, April 7
Time |
Sunday Fun Day Optional Events |
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7:00AM (Tee Time) |
Golf Outing at The Arizona Grand Hotel This challenging 71 par course compliments the spectacular Sonoran desert with stunning conditions and a service staff committed to creating exceptional experiences. Golf enthusiasts of all ability levels will enjoy this diverse course. Please email Kim Deering to let her know if you need to rent clubs (right or left handed). Attire: Conventional golf attire. Price: $100 (includes lunch) |
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9:00AM - 2:30PM |
Hike N' Horse Enjoy the flora and fauna of the Sonoran desert with this three to four hour guided hike with the best trail guides in the area. Rest for lunch and end your day with a tour on a mild-mannered four legged friend. Attire: Comfortable clothes that breathe. Heavy woolen socks that cover your ankle (cactus spikes hurt!) and a solid bottom hiking shoe or sneaker. Price: $150 (includes transportation, tour, snacks and lunch) |
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10:00AM - 1:30PM |
Taliesin West Tour Frank Lloyd Wright began building this desert masterpiece in 1937 as his personal winter home, studio, and architectural campus. Experience Wright's brilliant ability to integrate indoor and outdoor spaces. Visit the Cabaret Theater, Music Pavilion, Seminar Theater and Wright's private office—all linked by dramatic terraces, gardens, and walkways overlooking the rugged Sonoran Dessert. See how the site itself amplifies the desert's beauty. Attire: Casual. Comfortable shoes. Price: $62 (Includes transportation, tour, and a light snack at the conclusion of the tour.) |
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1:00PM - 4:30PM |
The Disaster Experience: How To Prepare Your Organization for the Unexpected Sponsored by TMA Resources Sky Exercise Scenario Moderated by Attainium Corp Chances are that while you read this, an unexpected disaster is causing an organization stress and confusion and is affecting their long-term ability to provide products and services to its customers. Billions of dollars in productivity, revenue and ill will between customers and organizations are lost every year as a result of disasters and companies' inability to respond to them appropriately. |
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5:00PM - 6:00PM |
State of the Company TAUG officially kicks off with the State of the Company. Edi Dor, TMA Resources President and CEO, will deliver a brief overview of the company's strategic vision and future direction. |
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6:00PM - 7:30PM |
Opening Reception Kick the conference off by meeting new contacts, hugging long-time friends, putting a face-to-a-name with TMA Resources staff, and shaking hands with industry partners. This evening of networking and fun will take place under the stars at the Arizona Grand Resort. |
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Monday, April 8
Time |
All |
Accounting |
System Admin/IT |
Senior Executive |
Marketing, Membership, Meetings |
Developer |
Fundraising |
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8:00AM - 9:00AM |
Breakfast This is no day to skip breakfast. Meet up with other attendees for the most important meal of the day and let the Personify discussions begin. West Coast Breakfast |
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9:00AM - 10:30AM |
Key Note General Session |
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10:30AM - 11:00AM |
Break Take this downtime to visit TMA Resources' sponsors. Learn how their products and services can help extend the power of Personify. |
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11:00AM - 12:30PM |
New Features in Personify e-Business (Training) In the past two years, TMA Resources has released more than 40 new .NET controls that are available to be integrated into your website. Whether you are already live on 7.4.2, or whether you are planning a future upgrade or go live, you don't want to miss everything that we have to offer with these new .NET controls. |
Accounting Roundtable 1 This session always receives high scores from accounting and finance professionals and for good reason. This provides the perfect opportunity to talk with others in your profession about how Personify can help you work more efficiently. Come equipped to ask questions and share your success stories. |
Third Party Integrations Case Studies TMA Resources customers are extending the power of Personify with third party integrations. The Society of Manufacturing Engineers, Society of Actuaries, & Military Officers Association of America will all discuss how a variety of 3rd party integrations have improved their member experience, decreased administrative staff support, driven revenue and given insight into their members behaviors. |
Senior Executive Town Hall Discussion Join fellow senior executives for a moderated discussion that will include, but will not be limited to: going global with Personify, developing an IT strategic plan, using Personify to save your organization money. Be sure to bring your questions and ideas to share. |
Social CRM: The Promise and the Practical Social CRM is all the rage these days. In this two-part session, we'll examine the theory and the reality of social CRM. First, explore the many components that make up social CRM and learn what promise this new approach to marketing and customer service holds for associations. Then discover which aspects of social CRM can be put to work today, through Personify and a variety of third-party applications. With Personify as your CRM backbone, learn which partners and other providers can be leveraged to complete your social CRM solution. |
Mobile 2.0: What Does it Mean for Developers? Content leaders will present an overview of the Mobile 2.0 architecture and technology stack. See examples of what developers can do with the new platform to provide a higher level of service to their internal and external customers. Learn about Mobile 2.x architectural changes (HTML5, oData) and how developers can enhance (extend) Mobile. You'll also learn about developing for Smartphones versus Tablets, including what you need to know when designing and building to target multiple devices. |
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12:30PM - 1:30PM |
Lunch Time to re-fuel. Enjoy a delicious lunch while continuing your conversations from the breakout sessions or starting new ones on everything from Personify to hot topics for association professionals to reality TV. After all, TAUG is designed for you. Senior Executive Lunch CXOs gather 'round. This non-formal lunch is set up to provide you with yet another opportunity to meet with you peers. Learn how others in similar positions are working with TMA Resources and leveraging Personify to reach their goals. |
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1:30PM - 3:00PM |
Driving Your Future with Personify As your solution partner, TMA Resources is dedicated to providing you with technology to efficiently manage your business. Learn what we have in store for the future and how Personify will continue to help you stay one step ahead of your members and constituents. |
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3:00PM - 3:30PM |
Break Take a short rest. There's still lots to learn. |
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3:30PM - 5:00PM |
Driving Your Future with Personify: A Deep Dive for Developers & IT Professionals Technical folks, we heard you loud and clear. You asked for TMA Resources to provide you with a more technical presentation of what's to come for Personify. Part 2 of this general session is specifically for you. |
Driving Your Future with Personify: A Deep Dive for Developers & IT Professionals Technical folks, we heard you loud and clear. You asked for TMA Resources to provide you with a more technical presentation of what's to come for Personify. Part 2 of this general session is specifically for you. |
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3:30PM - 4:20PM |
PCI DSS Compliance Best Practices You took the time and effort to become PCI DSS Compliant. You're secure now, right? Maybe. In this session learn best practices around PCI DSS compliance such as how often to train staff, keeping up with changes, processes to put in place for accepting and storing credit card numbers, and more. |
Developing Deeper Relationships: TMA Resources as a Strategic Partner, Not a Vendor It is easy to fall into the trap of viewing key relationships more as vendors than partners. This often breeds an "us vs. them" mentality and approach to the relationship. An organization will share how they began viewing key relationships as strategic partnerships and the dramatic shift they saw as a result. They will share the programs TMA Resources has put in place to give clients a voice in enhancements, new products and strategic direction. Discover how you too can enhance you vendor relationships. |
Big Data: What Does it Mean? Most organizations are using data primarily for transactional data analysis. What else can our data tell us? What new data should we capture to give us a better image of who our members are and what they want? The American Academy of Ophthalmology and The Radiological Society of North America will share their experience in using "big data" analysis tools in their journey to discover more about their members. Marketing Module Training, Part 1 Are you fully leveraging the Marketing Module to your advantage? A TMA Resources expert trainer will lead you through the features of the module, including hidden gems that you can start using immediately. |
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4:20PM - 4:30PM |
Break |
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4:30PM - 5:20PM |
Credit Card Reconciliation Learn how other clients are meeting the challenges of performing credit card reconciliation. This will include tips and trick for reconciliation between Personify and PayPal or CyberSource. |
Driving Personify Adoption Strategies Personify is a robust system, which is a major benefit of the solution. But let's face it—sometimes it be overwhelming to a new user or someone who has always conducted business using a different technology or a beloved Excel spreadsheet. Talk with other organization leaders about how they are encouraging, or even mandating, that Personify be the central database for their organizations. Learn methods and processes to establish buy-in across your organization. |
Utilizing Personify Onsite for Meetings Personify helps you manage everything from registrations to exhibit sales prior to your conferences, but how can it make your life easier during the event. Learn how customers are using Personify Point-of-Sale for bookstores and the back office for onsite registration. Marketing Module Training, Part 2 Turns out we can't cover everything for this module in just 50 minutes. We'll continue to cover how to use the Marketing Module. |
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6:30PM |
Dutch Dine Around A TAUG favorite! Sign up to dine in one of Arizona's best eateries with fellow TAUG attendees. Let your networking continue during this fun night out. Registration will be available at the conference. |
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Tuesday, April 9
Time |
All |
Accounting |
System Admin/IT |
Senior Executive |
Marketing, Membership, Meetings |
Developer |
Fundraising |
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8:00AM - 9:00AM |
Breakfast Share stories from last night's Dutch Dine Around and enjoy a nice breakfast before another a day of learning begins. Hosting Breakfast |
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9:00AM - 9:40AM |
Introduction to Accounting in Personify, Part 1 (Training) Learn the building blocks of the Personify financial system. This training is geared specifically for financial users who are currently in implementation or have been live for less than a year. Learn how to ensure that your products are setup correctly, learn the reports that you should be running on a regular basis, and tips and tricks that will save you time in your busy day. |
Promoting Self Service BI While Enforcing Your Business Rules: A Panel Discussion Personify enables end users to easily create complex queries, run their own reports and analyze both operational and transactional data without understanding the underlying data architecture. These features definitely take a burden off of the IT department, but when is it too much? Where do you draw the line on what they receive access to and what they do not? How do you ensure they understand the data? What business rules must remain in place? Panelist will discuss how they are ensuring the best for both worlds. Using Notifications and Triggers to Improve Business Processes Learn how IT professionals are using creative, and sometimes complex, notifications to automate processes. Discover how to use triggers with notifications. Personify users will share various case studies to help you set up back office notifications. |
Decision Making Criteria for New Technology Everyday a new technology is released that promises to improve your business. In many cases they claim may be true; however, how do you decide when to make the purchase and when to pass? Learn about the processes and check-lists association and non-profit leaders use during their decision making process. |
Creative Ways to Utilize Desktop Widgets The Society of Manufacturing Engineers will share its expertise in utilizing desktop widgets. They will show a variety of examples, including a comparison of year-to-date Web orders as well as sales activities for ads, events, certification and membership. Find out what's possible with widgets and how you can apply them in your organization. |
Developer Roundtable Developers unite. Bring your success stories, areas where you are stuck, and other topics of discussion for your fellow developers and Personify software engineers and architects. This is the perfect time to brainstorm and gain some "ah-ha" moments form other Personify developers. Submit your topics in advance on the TMA Resources Connect Community site. |
Tips and Tricks for Fundraising in Personify, Intro New to fundraising in Personify? Don't fret. In this quick-paced session you'll learn tips and tricks that help you quickly navigate Personify. Learn about Personify functionality surrounding Fundraising Central, Planned Giving, Moves Management Central, and more. |
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9:40AM - 9:50AM |
Break Quick! Get to your next session. |
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9:50AM - 10:30AM |
Introduction to Accounting in Personify, Part 2 (Training) This is a continuation of the 9:00 a.m. session. Learn the building blocks of the Personify financial system. This training is geared specifically for financial users who are currently in implementation or have been live for less than a year. Learn how to ensure that your products are setup correctly, learn the reports that you should be running on a regular basis, and tips and tricks that will save you time in your busy day. |
Speaking the Same Language: Working Together to Get the Most Out of Personify A major benefit of Personify is it's a robust and powerful system. Sometimes the problem with Personify is it's a robust and powerful system. So what's the secret to getting the information you want and need? In some cases, it's all about the communication. In this session an IT professional and business user will discuss how they worked together to look at the organizational goals and see how Personify could be the backbone of their efforts. By talking with each other to understand both the need and what the system is capable of, they were able to spend more delivering on goals and less time being frustrated. Manage, Archive, Synch: Data Integrity in Personify Keeping Personify data consistent and accurate is no easy feat. Add the chore of ensuring data from thirdparty applications synchs appropriately and you suddenly have a full-time data integrity career. Personify users will share the tools and methods they are using to successfully tackle this challenge, without giving up their day job. |
Speaking the Same Language: Working Together to Get the Most Out of Personify A major benefit of Personify is it's a robust and powerful system. Sometimes the problem with Personify is it's a robust and powerful system. So what's the secret to getting the information you want and need? In some cases, it's all about the communication. In this session an IT professional and business user will discuss how they worked together to look at the organizational goals and see how Personify could be the backbone of their efforts. By talking with each other to understand both the need and what the system is capable of, they were able to spend more delivering on goals and less time being frustrated. Notifications for Marketing, Membership & Meetings Professionals Notifications are a great way to automatically thank, remind or inform your members. Learn how nontechnical audiences are leveraging notifications in Personify to simplify processes, provide members with timely information, and reduce inquiries. |
Leveraging 7.5.0 Shopping Cart and Checkout to Drive your eCommerce and Third Party Integrations Is 7.5.0 in your future? If so, come up to speed quickly in this 7.5.0 Shopping Cart and Checkout Control architecture overview. |
Tips and Tricks for Fundraising in Personify, Advanced Designed for the more seasonal Personify user, the presenter in this fast-paced session will cover tips and tricks around using Dashboards, Matching Gifts, Moves Management and more. You'll leave ready to work smarter, not harder. |
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10:30AM - 11:00AM |
Break Enjoy a half-hour to network, talk with partners, scan your email or call your colleagues back home and tell them what they are missing. |
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11:00AM - 12:30PM |
Intro to Data Analyzer (Webi) Hands-on Training New to Personify and the Data Analyzer (Webi) tool? If so, this training is for you. Year after year, it is one of the most highly rated sessions that we offer at TAUG. Let our on-staff report writers introduce you to this powerful reporting tool, and when you leave you will be so excited, we bet you can't wait to get back to the office to start using it. |
Advanced Accounting in Personify (Training) There's no such thing as too much training. Designed for the more "seasoned" Personify users learn more about advanced features, such as job parameters. |
Effective Web Service Integration Case Studies Discover how Personify Web services are being used to power web sites, and provide integration capabilities. Customers will share specific uses cases of Web services, including how they are being used and examples of the integrations. |
Leveraging Personify to Make Data Driven Decisions
Personify is designed to help you understand your constituents, so you can make informed decisions about the products and services you offer. Learn how to use Personify as a Performance Management System. Discover how Personify Advantage, Webis, SAP/BI, dashboards, widgets and other tools can help you make business decisions that will drive the future of your organization. The Ultimate Idea Swap: Trends in Association Technology
On your mark, get set, go! This interactive session offers you a unique opportunity to engage with your colleagues via in-depth roundtable discussions on a variety of hot topics. Spend 15 minutes discussing one topic before heading to your next discussion. It's like speed dating without the awkwardness. Roundtables will be led by TMA Resources Solution Partners and topics will include, but not be limited to: email marketing, mobile, content management, meetings, online communities, marketing campaigns and analytics. |
How to Trouble Shoot Performance Issues Learn how to baseline the Personify product, database, middle tier and client software. This session is designed for developers who are hosted with TMA Resources Sky as well as those who are premise-based. Discover what tools can be used, how to create a baseline of metrics and which metrics affect which products. |
Leveraging Personiy for Fundraising Training This will be a step by step introduction into Personify’s Fundraising module. Everything they need to know to start using Fundraising in Personify. Topics include, but are not limited to: creating campaigns, funds and gift codes, entering gifts and processing payments. |
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12:30PM - 1:30PM |
Lunch Continue to network and meet new people during while enjoying a nice lunch. Trade Association Lunch This informal lunch provides trade association professionals with the opportunity to meet each other and to share how they are currently using Personify as well as their plans for the future. |
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1:30PM - 3:00PM |
Advanced Data Analyzer (Webi) Training, Hands-on In this hands-on advanced training you will learn what's possible with this powerful tool. You'll be tempted to go back to your office immediately to dive in and learn more about your members. New Features in Personify Back Office This session is a perennial favorite. In this back office session, learn all about the new CRM360 screen that came out in 7.4.1, as well as new configurable icons, integrated telephony, changes to opt in/out functionality, and so much more. You won't believe all the new features we have packed into the last two releases. |
Personify Upgrades & Implementations: A Panel Discussions The Association Management Center recently upgraded 28 clients from 7.2.3 to 7.4.1. The will talk about their experiences planning for and executing the upgrade. They will discuss everything from their initial fears to plunging in feet first with our plan to a post mortem that will aid them with the next upgrade from 7.4.1 to 7.5. They will share their lessons learned and the presentation will end with an open discussion. |
Mobile Associations: Catering to a Mobile Membership Our world has been fast forwarding toward a fully mobile lifestyle for years. Adapting to this paradigm shift is imperative for associations focused on bringing value to their membership. Discover how Personify Mobile brings associations one step closer to fulfilling that value proposition and how TMA Resources plans to continue to add value in that area. Sprinkled in will be real work experiences from Association Management Center's implementation of Personify Mobile for two associations and how it impacted their membership and their annual conference. |
Save Time with Custom Forms Learn how to use the Personify Studio toolkit to build your own custom forms. You'll also find outhow to reduce the time taken to retrofit customizations into existing base forms during version upgrades. The Produce Marketing Association will share examples of how they are leveraging custom forms. |
Best Practices in Fundraising in Personify Roundtable Don't miss the opportunity to talk with your peers about how not only how they are using Personify for fundraising, but also their established best practices. Topics may include, but are not limited to: acknowledgment letters, pledges and ties to accounting, recurring gifts and online gift giving. |
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3:00PM - 3:30PM |
Break |
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3:30PM - 5:00PM |
Ask TMA Resources An old time favorite is back! This general session is designed to give you the opportunity to have your questions answered by TMA Resources' senior management team. Interested in learning more about products, services, or the future of TMA Resources? This is your chance to ask and receive answers from the company's top executives. |
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6:30PM |
Customer Appreciation Event at the Desert Botanical Garden For many this will be the last evening for the conference. Let's end it with a blast. We'll be heading to the breathtaking Desert Botanical Garden, located in the heart of Papago Park. The Garden is one of Arizona's most inspiring venues. Come ready to relax after a hard day's work and enjoy a delicious dinner with your colleagues. Ladies, this is an outdoor event, so you may want to pass on the heels. |
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Wednesday, April 10
Time |
All |
Accounting |
System Admin/IT |
Senior Executive |
Marketing, Membership, Meetings |
Developer |
Fundraising |
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8:00AM - 9:00AM |
Breakfast It's your final day to meet all the sponsors and Personify users who were on your list. Wake up and do so over breakfast. This breakfast is for all attendees, including Developer Day registrants. |
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9:00AM - 10:30AM |
Duplicate Processing Training Avoiding duplicates in your database is a constant struggle. Learn ways that Personify can warn of duplicates, and what to do with duplicates once you have identified them. |
Accounting Roundtable 2 This session provides accounting and finance professionals with yet another opportunity to share both achievements and lessons learned. The format will stay the same; the content will change. Discover how others in your profession are using Personify to their advantage. |
Best Practices in Email Marketing Learn how two customers have successfully integrated Personify with a variety of third-party systems to dramatically improve the effectiveness of their email marketing. See how Western Growers is utilizing an email preference center and driving actionable email data back into Personify to create a streamlined customer experience. Learn how the American Urological Association is intelligently mining data from Personify to streamline their targeting and dramatically improve their email success rates. |
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10:30AM - 11:00AM |
Break Four hour sessions are next. Grab a cup of coffee and get yourself ready. |
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11:00AM - 4:00PM (Lunch at 12:00PM) |
Enhancing the Web User Experience Workshop A potential member has successfully reached your website. Now what? In this interactive workshop, learn how to enhance your site in a way that encourages visitors start engaging, registering and purchasing. Participate in responsive design exercises that will force you to think about the content that should be the most prominent on different versions of your site (mobile, tablets, screens, etc.). Personify Interactive customers will share case studies on how they have revolutionized their websites. Business Intelligence & Reporting Training Personify offers a plethora of analytics tools. Discover how these tools can help you make better business decisions. In this training sessions you'll learn when, why, and how to tools including, but not limited to dashboards, widgets, Live Office, data warehouses. |
Marketing & Membership Roundtable & Training This session will kick off with a moderated discussion about how Personify users are using the Marketing Module and Membership Module. This is your chance to share your ideas and learn how your counterparts in other associations are working. Next session will conclude with training on both of the modules as well as tips and tricks for using them more effectively. |
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Wednesday, April 10 (Developer Day Schedule)
Time |
Developer |
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8:30AM - 10:00AM |
Customizing .NET Web Controls, Part 1 You'll leave this session with an understanding the .NET Web Control Architecture. Learn how the Personify Web Service Designer can save you time in building or modifying a control. You'll also learn how to determine where to write your code for business logic and presentation layer changes. Intro to OData What is OData is and what OData can it do for your organization? You'll find out in this session. See how other organizations are successfully using OData in their applications and learn how OData can save you time while building applications for your organization. |
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10:00AM - 10:30AM |
Break |
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10:30AM - 12:00PM |
Customizing .NET Web Controls, Part 2 Continued from the previous session, you will learn advanced coding techniques using Javascript and OData. You will also discover how to add new business functionality to an existing .NET Web Control. Notifications for Developers |
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12:00PM - 12:30PM |
Lunch Join other TAUG attendees for a delicious lunch. |
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12:30PM - 2:30PM |
Building OData Web Entities & Service Ops, Part 1 This session is jam-packed with information. Learn common OData terminology and find out what entities are and how they are used in OData. Plus you'll discover the architectural differences between read only entities and read/write entities and learn what service operations are and how they are used in OData. You'll leave knowing how to use the Personify Web Service Designer to build your first entities and service operations and how to with entities using nothing but your browser. Working with the Personify Architecture and Designer Studio Toolkit Become familiar with the Personify architecture as well as the Personify API platform and object model. Participants will learn how to extend the Personify APIs and discover how to implement business logic to enhance business processes. This session will provide attendees with an understanding of how to extend the Personify data structures using the database designer. Learn a variety of debugging tips to help save time when trying to identify issues in the enhanced business logic. Real world customer examples of leveraging Personify APIs will be included. |
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2:30PM - 3:00PM |
Break |
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3:00PM - 4:00PM |
Building OData Web Entities & Service Ops, Part 2 In the second part of this session, you will learn when to use entities and when to use service operations. Discover how to implement complex functionality using service operations and how to efficiently code service operations for maximum performance. Intelligent Decisions through Business Intelligence: Personify Analytics and Reporting Are your end users begging you for information? If so this is the course for you. TMA Resources' developers will teach you about universes and how they work in Business Objects. Plus they will show you how to use Data Analyzer to build powerful and effective reports. You will go home a hero by knowing how to quickly build pre-defined filters your end users need. You'll also learn how to use Data Explorer to drill down into your data. |
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4:00PM - 5:00PM |
A Developer Look Ahead What's next for Personify? What does that mean for your organization? What does it mean for you as a developer? In this session Managing Director, Product Development, Dan Bitman will review the future of the product and what it will mean for you. |
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5:00PM - 6:00PM |
Developer Happy Hour Time to unwind! Continue the discussions and enjoy a libation or two with your classmates. Recap what you learned and how you can continue the conversation on Connect after TAUG. |
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Events
Sunday Funday Options
It would be shame not to truly experience the beautiful city of Phoenix while you are in the area for TAUG. We encourage you to fly in Saturday night and take advantage of one of the optional Sunday events designed to enhance your TAUG experience. Keep in mind the average temperatures in April are in the 70s – so dress accordingly.
Sunday, April 7, 2013
Golf Outing at The Arizona Grand Hotel
This challenging 71 par course compliments the spectacular Sonoran desert with stunning conditions and a service staff committed to creating exceptional experiences. Golf enthusiasts of all ability levels will enjoy this diverse course. Please email Kim Deering to let her know if you need to rent clubs (right or left handed).
Attire: Conventional golf attire
Tee time: 7:00 a.m.
Price: $100 (includes lunch)
Taliesin West Tour
Frank Lloyd Wright began building this desert masterpiece in 1937 as his personal winter home, studio, and architectural campus. Experience Wright's brilliant ability to integrate indoor and outdoor spaces. Visit the Cabaret Theater, Music Pavillion, Seminar Theater and Wright's private office—all linked by dramatic terraces, gardens, and walkways overlooking the rugged Sonoran Dessert. See how the site itself amplifies the desert's beauty.
Attire: Casual. Comfortable shoes.
Departure from hotel: 10:30 a.m.
Return to hotel: 1:30 p.m.
Price: $62 (Includes transportation, tour, and a light snack at the conclusion of the tour.)
Hike N' Horse
Enjoy the flora and fauna of the Sonoran desert with this three to four hour guided hike with the best trail guides in the area. Rest for lunch and end your day with a tour on a mild-mannered four legged friend.
Attire: Comfortable clothes that breathe. Heavy woolen socks that cover your ankle (cactus spikes hurt!) and a solid bottom hiking shoe or sneaker.
Departure from hotel: 9:00 a.m.
Return to hotel: 2:30 p.m.
Price: $150 (includes transportation, tour, snacks and lunch)
The Disaster Experience: How To Prepare Your Organization for the Unexpected
Sponsored by TMA Resources Sky
Exercise Scenario Moderated By Attainium Corp
Chances are that while you read this, an unexpected disaster is causing an organization stress and confusion and is affecting their long-term ability to provide products and services to its customers. Billions of dollars in productivity, revenue and ill will between customers and organizations are lost every year as a result of disasters and companies' inability to respond to them appropriately.
This TAUG session has been designed to put you in the throes of a real-life disaster situation, as it unfolds. You will make the critical decisions any organization will have to make—and deal with the consequences of those decisions! By the end of the day you will understand the basic principles of emergency management and how they apply to Business Continuity Planning and effective risk management.
This is beneficial for individuals as well as teams from the same organization.
Attire: Casual.
Location: Arizona Grand Resort
Time: 1:00 p.m. – 4:30 p.m.
Price: $50 (includes all materials and snacks)
Networking Events
Opening Reception
Sunday, April 7, 2013
6:00 p.m. - 7:30 p.m.
Kick the conference off by meeting new contacts, hugging long-time friends, putting a face-to-a-name with TMA Resources staff, and shaking hands with industry partners. This evening of networking and fun will take place under the stars at the Arizona Grand Resort.
Senior Executive Lunch
Monday, April 8, 2013
12:30 p.m. - 1:30 p.m.
CXOs gather 'round. This non-formal lunch is set up to provide you with yet another opportunity to meet with you peers. Learn how others in similar positions are working with TMA Resources and leveraging Personify to reach their goals.
Dine Around
Monday, April 8, 2013
6:30 p.m.
Let's eat! Sign up to join TMA Resources customers and staff at one of the many great area restaurants. Choose from dining in Phoenix or join the bus heading to Scottsdale. It's hard to go wrong with an evening of great people, great conversations, and great food.
Trade Association Lunch
Tuesday, April 9, 2013
12:30 p.m. - 1:30 p.m.
Calling all trade association professionals. Join others in your industry for an informal lunch. Discover how other trade associations are currently using Personify and their plans for the future.
Customer Appreciation Event
Tuesday, April 9, 2013
6:30 p.m.
For many this will be the last evening for the conference. Let's end it with a blast. We'll be heading to the breathtaking Desert Botanical Garden, located in the heart of breathtaking Papago Park. The Garden is one of Arizona's most inspiring venues. Come ready to relax after a hard day's work and enjoy a delicious dinner with your colleagues. Ladies, this is an outdoor event, so you may want to pass on the heels.
Sponsors
The following companies and organizations support TAUG 2013 through their sponsorships.
We thank them for their generous support!
Platinum Level Sponsors
Gold Level Sponsors
Silver Level Sponsors
Bronze Level Sponsors
Hotel & Travel
Arizona Grand Resort & Spa
8000 S. Arizona Grand ParkwayPhoenix, AZ 85044
Main Phone: (866) 267-1321
Reservations: (877) 800-4888
Headquarters Hotel
The Arizona Grand Resort & Spa is the official TAUG hotel. TAUG breakout sessions, general sessions, and most networking events will be held here. The Arizona Grand is offering all TAUG participants the extraordinary rate of $194, plus taxes per night. To ensure that you receive the special rate, click here to make your reservation online or call 877-800-4888 and mention TAUG 2013. Please note that the cut-off date for receiving the great rate is March 21, 2013.
Located only six miles from Sky Harbor International airport, the Arizona Grand is the state's only AAA Four Diamond and M&C Gold Key Award winning, all-suite resort. The resort features a challenging 18-hole golf course, expansive athletic club, luxury spa and salon, exhilarating 7-acre waterpark and six unique dining venues, creating the complete resort experience.
Phoenix Area
Averaging more than 310 sunny days each year, Phoenix is a choice destination for TAUG 2013. America's sixth-largest city still has real cowboys and rugged mountains and the kind of cactus most people see only in cartoons. Phoenix is the gateway to the Grand Canyon, and its history is a testament to the spirit of puebloans, ranchers, miners and visionaries.
Once you reach the beautiful Arizona Grand resort, you may be tempted to laze around and enjoy the beautiful weather, gorgeous spa and peaceful setting and there is nothing wrong with that. For the more adventurous, enjoy anyone of our Sunday Funday activities or venture off to try one of the many hiking and biking trails, a tour of the Heard Museum or a visit the newest addition to the area, the Musical Instrument Museum. With so many things to do and explore, you may want to come in a few days early or extend your trip.
Labs
There are three words that may justify your TAUG attendance. Complimentary Personify Consulting. TAUG has a variety of "labs" designed to provide you with one-on-one time with a Personify expert who can answer your very specific questions.
Ask a Business Consultant Lab
Sometimes free advice is the best advice. So take advantage of expert TMA Resources' business consultants who will be on hand to help you with all of your Personify questions. This is a great resource for new Personify users and "seasoned" users who need a refresher or have specific questions. How does this work? It's simple. You spend time with a business consultant and we don't even think of sending you a bill. To make an appointment ahead of time, contact Susannah Mechem at smechem@tmaresources.com.
Ask a Business Consultant Lab Hours:
Monday, April 8
10:30 a.m. - 12:30 p.m.
1:30 p.m. - 4:30 p.m.
Tuesday, April 9
9:00 a.m. – 12:00 p.m.
3:30 p.m. – 5:00 p.m.
Wednesday, April 10
9:00 a.m. 12:00 p.m.
Product Demo Lab
Want to see the latest features in Personify? Stop by the Product Demo Lab for a variety of demonstrations. The Product Demo lab provides you with a single place to see the wide range of technology options available to you. See first-hand how to take advantage of Personify to create membership experiences that rock. If you have any questions about the lab, please contact Julie Lenox at jlenox@tmaresources.com.
The Product Demo Lab
schedule may help you plan your day.
Accounting Lab
Take advantage of one-on-one time with TMA Resources accounting professionals. Personify accounting experts will be available to help you with your financial questions. This lab will be beneficial regardless of whether you are new to Personify, are in the upgrade process or have been on Personify for umpteen years. Did we mention there is no additional cost for attending this lab?
We will have Internet access at this lab and will be able to remotely access your actual database .If you have questions for the accounting lab that will require us to access your database, please send the connectivity information to Charlene Goldstein at cgoldstein@tmaresources.com. Feel free to register for the accounting lab ahead of time directly with Charlene.
Accounting Lab Hours
Monday, April 8
9:00 a.m. - 10:30 a.m.
1:30 p.m. - 4:00 p.m.
Tuesday, April 9
11:00 a.m. – 12:00 p.m.
1:30 p.m. – 4:30 p.m.
Wednesday, April 10
11:00 a.m. 4:00 p.m.
The Developer is In
This informal area is designed for customers to meet TMA Resources’ developers, technical writers and designers. This is a great place for those who could benefit from brainstorming with developers or for anyone who has specific questions about how Personify works or if something is possible in base. This is also the place to learn about recent documentation changes, have your documentation questions answered and learn how to customize your online help. To make an appointment in advance with a developer please contact Maureen Phillips-Houser at mphouser@tmaresources.com. To schedule time with a designer please contact Patty Gannon at pgannon2@tmaresources.com. For those interested in talking about documentation, please contact Amy Miller at amiller@tmaresources.com
The Developer is In Lab Hours
Monday, April 8
10:00 a.m. - 10:30 a.m.
12:30 p.m. - 1:30 p.m.
3:00 p.m. - 3:30 p.m.
Tuesday, April 9
8:00 a.m. - 9:00 a.m. (By appointment only)
10:30 a.m. – 11:30 a.m.
"Phil" in the Blanks
Schedule time to talk with Phil Ryker, TMA Resources' Director, Hosting Services. Pick his brain about hosting, Personify in the cloud, Personify and virtualization, Personify architecture or you own specific questions. With more than 20 years of experience in the managed hosting/cloud service industry he can most certainly Phil in the Blanks for all of your questions.
"Phil" in the Blanks Lab Hours
Monday, April 8
1:30 p.m. - 5:00 p.m.
Tuesday, April 9
9:00 a.m. – 12:00 p.m.
1:30 p.m. – 3:30 p.m.
Program Committee
The TAUG 2013 Program Committee has the responsibility of creating a solid program that will appeal to Personify users with different levels of experience and an array of job titles. It is no easy feat to turn session surveys, proposals and customer feedback into an agenda that ensures attendees receive the education and training they need. However, through an abundance of emails and several long discussions, the Program Committee has succeeded in creating a TAUG program that can't be missed. Please be sure to thank committee members for their hard work and dedication.
TMA Resources Customer Members
Chair
Thad M. Lurie, CAE, CIP, MSEd.
Chief Information Officer
American Wind Energy Association
Phone: (202) 249-5429
email: tlurie@awea.org
Immediate Past Chair
Michael Berkeley
Chief Information Officer
ASCD
Phone: (703) 575-5429
email: mberkeley@ascd.org
Senior Executive Track
Sean Hare
Vice President, Information Technology
Institute of Management Accountants
Phone: (201) 474-1552
email: share@imanet.org
System Administrator Track
Liane Radford
Senior Project Manager
Society of Petroleum Engineers
Phone: (972) 952-9463
email: lradford@spe.org
Accounting/Finance Track
Tracy Yaklyvich
Assistant Controller
American Society of Health-System Pharmacists
Phone: (301) 664-8696
email: tyaklyvich@ashp.org
Membership/Marketing/Meetings Track
Beth Power
Project Manager
American Bar Association
Phone: (312) 988-5552
email: beth.power@americanbar.org
Fundraising Track
Robert (Bob) Leigh
Manager, Fund Development
Radiological Society of North America
Phone: (630) 590-7760
email: rleigh@rsna.org
Developer Track
Shawn Merrifield
Director of Information Technology
Produce Marketing Association
email: smerrifield@pma.org
TMA Resources Staff Members
Paul Gannon
Vice President, Marketing
Phone: (703) 564-5249
email: pgannon@tmaresources.com
Lauren Rattican Janik
Director, Marketing
Phone: (703) 564-5212
email: ljanik@tmaresources.com
Jenna Crane
Senior Associate, Events, Marketing, New Media
Phone: (703) 564-5297
email: jcrane@tmaresources.com
Senior Executive Track
Manoj Bisht
Senior Director, Customer Service
Phone: (703) 564-5292
email: mbisht@tmaresources.com
System Administrator Track
Amy Miller
Lead Technical Writer
Phone: (703) 564-5308
email: amiller@tmaresources.com
Accounting/Finance Track
Charlene Goldstein
Senior Managing Consultant
Phone: (703) 564-5264
email: cgoldstein@tmaresources.com
Membership/Marketing/Meetings Track
Kim Deering
Marketing & Event Specialist
Phone: (703) 564-5257
email: kdeering@tmaresources.com
Fundraising Track
Michael Harvey
Senior Business Consultant
Phone: (703) 564-5280
email: mharvey@tmaresources.com
Training Track
Susannah Mechem
Principal Managing Consultant
Phone: (703) 564-5254
email: smechem@tmaresources.com
Developer Track
Maureen Phillips-Houser
Vice President, Product Development
Phone: (703) 564-5381
email: mphouser@tmaresources.com
Give Back
As we enter our 14th TMA Resources Annual Users Group (TAUG) meeting, it's nice to reflect on the many TAUG traditions that make the conference far from ordinary. One of TMA Resources' favorite practices is giving back to the local community in honor of TAUG attendees.
This year it seemed only fitting to help preserve the beautiful landscape of Arizona. TMA Resources is donating to the McDowell Sonoran Conservancy on the behalf of TAUG attendees. The non-profit is dedicated to protecting and championing the sustainability of the Sonoran Desert and Mountains. The Conservancy protects one of Arizona’s most precious natural resources. It offers activities that provide access to more than 21, 000 scenic acres.
This contribution will help restore a mile of damaged desert habitat to pristine open space. Thank you for attending TAUG and for ensuring that the Preserve continues to be a pristine open space to visit and enjoy as well as a permanent sanctuary for wildlife.
We encourage you to learn more at www.mcdowellsonoran.org.
Get In Touch With Us
Kim Deering
Marketing & Events Associate
Phone: (703) 564-5257
Email: kdeering@tmaresources.com
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