The Fraternal Roundtable is a one-day conference hosted by CSI focused on the intersection between fraternal organizations and the iMIS world. The day includes peer discussions, best practices, and training opportunities for a variety of topics. 

See below for Fraternal Roundtable 2020 session recordings & slides

Want to know more? Please email support@csiinc.com for any additional details or questions about Fraternal Roundtable 2020 or 2021. 

Session

Are you Ready for a World without Desktop? Getting Staff Site Ready

Presenter: Brandi Barber

Description: Soon the iMIS desktop will be a thing of the past, is your organization ready? We will take a look at some practical tips for preparing and how to ensure your staff is ready. 

Recording: Click Here 

Slides: Click Here

IQA Queries 101

Presenter: Alison Kinney & Trisha Haas

Description: Master joins so you can build the intelligent query architect (IQA) queries you’ve always wanted to be able to build. Feel confident in your ability to determine whether something should be an “equals” or a “left join.” If you don’t even know what that last sentence meant – if you plan to be pulling data out of iMIS anytime soon, you’ll quickly encounter this concept.  

Recording: Click Here

Slides: Click Here

5 Cool Things You Can Do in RiSE

Presenter: Jodi O'Toole & Angela Nimer

Description: In this session we will show RiSE functionality you can use to make your staff site top notch! 
Note: Please consider basic knowledge of the IQA tool as a pre-requisite for this session. 

RecordingClick Here

SlidesClick Here

Brown Bag Q&A

Description: Grab your lunch and join us for a Q&A session. Ask questions of CSI and your peers on best practices from iMIS to Membership to IT Staffing models.

Recording: Click Here

Brown Bag Q&A - RFM Focused

Presenter: Matthew Dempsey & Bill Boehner

Attendees: Professionals Working in Membership & Recruitment

Description: Yes, RFM as in release figure methodology! You may have heard of the RFM Module we released, we'll share some highlights of the product and share how it can help you better support chapters and project membership.  

RecordingClick Here

IQA Queries 201

Presenter: Matthew Dempsey

Description: We'll continue our exploration the power of IQA queries have. We'll take a step forward from what we learned in the morning to figure out how to best get data out of iMIS. 

RecordingClick Here

SlidesClick Here

Practical Process Automation+ for Staff: Scheduled Tasks

Presenter: Angela Nimer

Description: Learn the “how-to” of creating scheduled tasks to streamline your work and decrease manual processes. 

RecordingClick Here

SlidesClick Here

Template: Click Here

ICE Essentials & Latest Updates

Presenter: Elizabeth Wojcik

Description: We will start with a look at the essentials of ICE and how they can enhance your organizational process. 

RecordingClick Here

SlidesClick Here

Fundraising Essentials in RiSE

Presenter: Brandi Barber & Matthew Dempsey

Attendees: Professionals Working in Fundraising

Description: From Donor Profiles to tracking Moves Management we will share some best practices for managing your daily fundraising efforts. 

RecordingClick Here

SlidesClick Here

Closing Sessions

Presenter: Bill Boehner & Brandi Barber

RecordingClick Here

SlidesClick Here