Agenda
Presenters
Sunday September 29
6:00 PM – 8:00 PM
Welcome Reception
Monday September 30
7:00 AM
Optional Group Wake-Up Activity
8:30 AM – 9:30 AM
Breakfast
9:30 AM – 10:00 AM
Welcome Session
10:00 AM – 10:30 AM
Latest Features/ Road Map Overview – Dan Kellett
10:30 AM – 10:45 AM
Break
10:45 AM – 11:15 AM
Road Map Q & A – Dan Kellett & Kristin Molina
11:15 AM – 11:45 AM
New Portal Overview – Kristin Molina
11:45 AM – 12:00 PM
New Portal Q & A – Kristin Molina
12:00 PM – 1:30 PM
Lunch
1:30 PM – 2:00 PM
Featured Client Case Study – New Portal Transition Story
2:00 PM – 2:15 PM
Featured Client Q & A
2:15 PM – 2:30 PM
Break
2:30 PM – 3:00 PM
Interactive Breakout Session – 2 Tracks
Track #1: Learn how to show ROI and get buy-in internally, Identify the Influencer, Change Management
Track #2: Prepare to transition to the new portal, Advanced Search, Gap Analysis
3:00 PM – 3:30 PM
User Onboarding/Ongoing User Adoption – Heather Rackley & Kevin McGrath
3:30 PM – 5:00 PM
Client Breakout Sessions
Contact your Customer Success Manager to book 1×1 time with our Client Services team
5:00 PM – 6:00 PM
Cocktail Hour
6:00 PM – 8:00 PM
Dinner
Tuesday October 1
8:00 AM – 9:00 AM
Breakfast
9:00 AM – 9:45 AM
Sponsored Speaker
9:45 AM – 10:00 AM
Break
10:00 AM – 10:30 AM
Co-Presented Client Case Study – Reporting/ Business Intelligence
10:30 AM – 10:45 AM
Co-Presented Client Case Study Q & A
10:45 AM – 11:45 AM
Interactive Learning Lab – Sarah Steele
Learn more about the new Template Editor
11:45 AM
Lunch
11:45 AM – 2:45 PM
Client Services Breakout Sessions
Contact your Customer Success Manager to book 1×1 time with our Client Services team