PatronManager

  • Features
    • What is PatronManager?
    • Salesforce Platform
    • Box Office and Ticketing
    • Fundraising and Donor Development
    • Marketing
    • Collaboration
    • Mobile Access
    • Support
    • System Status
  • Learn
    • Resources
    • Blog
    • Email Sign-up
    • FAQ
    • Request a Demo
  • Industries
    • Theatre
    • Music
    • Dance
    • Opera
    • Museums
    • Film
    • Request a Demo
  • Extend
    • Recommended Apps
    • Printers, Tickets, and Accessories
    • Partners
  • About
    • About Us
    • Jobs
    • Press Releases
    • Security
    • Contact Us

  • About the Conference
  • Agenda
  • Why Attend
  • Registration
  • Visiting New York
  • Gallery
  • Partners

About the Conference

The 2018 PatronManager Community Meeting is now over.

Stay tuned for more information about 2019.

PatronManager Community Meeting 2018

August 22-24, 2018 | New York City

 

“Every year the PatronManager Community Meeting gives me a shot of mental energy to take back to my organization to help it run better. I couldn’t live without this conference!”

Join us for the 2018 PatronManager Community Meeting. We can’t wait to welcome you and your colleagues to New York City, August 22-24, 2018.

We’re thrilled to host the conference this year at an exciting new venue, Convene, located in the heart of Times Square on 46th Street! This spacious, state-of-the-art setting will allow us to provide expanded programming in a fresh, inviting home. Our inspiring sessions, motivating activities, and workshops will challenge users of all levels.

Convene provides powered workspaces with high-speed wireless internet (so make sure to bring your laptops and tablets). Additionally stay fueled up throughout the day with a complimentary continental breakfast and access to the venue’s Nourish Stations, which include unlimited snacks and drinks.

And, as always, the week will be packed with fun networking opportunities with your fellow PatronManager users from around the country.

Convene on 46th Street  Convene on 46th Street  Convene on 46th Street  Convene on 46th Street

Partners:

PMCM18 Sponsors

Why Attend

</h

“Attending the Community Meeting is an integral part of the success we’ve had with PatronManager. Continuing education, talking with others that do what we do and getting one-on-one time with the staff is invaluable.”

“It wasn’t just an event for training on a database, it was an event to network with the different communities you share common elements with. This event is very valuable to the running of our non-profit organization.”

PatronManager CommunityMeeting 2017Join over 250 of your fellow PatronManager users to discover how to do more with your PatronManager account, hear about the latest product updates, and connect and collaborate with colleagues from around the country.

It doesn’t matter your level. It doesn’t matter your role. The PatronManager Community Meeting is designed for all users, beginner to advanced, box office staff to fundraisers (and everyone in between), to learn and grow your knowledge.

Over the course of the week, you will be immersed in sessions that will teach you the tools you need to customize your PatronManager account to meet the specific needs of your organization.

Hear more from last years attendees:

PatronManager CommunityMeeting 2017“The best part is when you’re sitting in a session and something comes up that you’ve wanted to do before and you think ‘I didn’t know it was that easy!’”

“There is so much education packed into the three days of the conference, and it’s not all about the scheduled sessions…it’s about spending time with fellow PatronManager users.”

“The community meeting is a fantastic place to meet your peers from other PatronManager organizations, to see how they’re using the system, and answer questions you might not even know you have!”

“After four Community Meetings, I still walk away with numerous insights and practical, useful processes I can start using immediately.”

“As a brand new user of PatronManager I found the conference not only extremely educational but also inspiring.”

PatronManager CommunityMeeting 2017“I have worked in a few different CRM platforms and attended their user conferences. This was by far the best conference I have been to. From the staff interaction and training to the wonderful arts community representatives present, this conference far exceeded my expectations and made me want to immediately dive into work and put everything I learned into practice!”

“If you work with PatronManager in any capacity, you should attend this conference! You’ll learn something old, something new, something borrowed, and something green, yellow and blue.”

“Hearing from other users about how they customize PatronManager sparked a lot of ideas and made me think about what improvements could be made within my own organization.”

“If you want to discover just how much you can do with PatronManager, do not miss this conference.”

Registration

Pricing

Registrants Regular Price
1 $600
2 $200 additional
3 $500 additional
4 $800 additional
etc. $300 additional per person
Exec. Track Only $250

 

The Executive Track (the special one-day add-on for executive leaders) is included at no extra charge when an executive leader registers for the full conference. Executive leaders can also register to only attend the one-day event. 

Register Now

Meals

Stay fueled up throughout the day with a complimentary continental breakfast and access to the venue’s Nourish Stations, which include unlimited snacks and drinks; lunch and dinner is on your own.

We will be hosting two evening events*:

    • Pre-Conference Cocktails: Tuesday, August 21st, in the evening
    • Happy hour with hors d’oeuvres: Thursday, August 23, in the evening
*Days and times subject to change. 

Location

Convene
117 W 46th St (between 6th & 7th Aves)
New York, NY 10036

1 train to 50th Street

N, R trains to 49th Street

B, D, F, M trains to 47- 50 Sts – Rockefeller Ctr Station

Write to us at conference[@]patronmanager.com with any thoughts, comments, or questions about the event.

Visiting New York

New York on a budget

We know that New York City has the reputation of being expensive, but that shouldn’t stop you attending our conference this year!

Below is a list of ideas and suggestions for enjoying your downtime without breaking the bank.

Lodging:

  • Our hotel block (at The Kimpton Muse Hotel) is currently sold out.
  • There are many other options in New York (at a variety of price points). Here are some additional ideas:

    • Airbnb: Want to see a side of the city you may not get staying in a hotel?  Connect with an Airbnb host and feel like you are more than just visiting the Big Apple – it’s like you live here!
    • HotelsCombined: This is a wonderful aggregate of all top hotel websites so that you can find the best options from across the internet in one place!

Transportation:

  • Take the subway, not a cab!
    • Use public transportation to and from the airport (all three airports have public transportation options).
  • Check out Lyft Line: a more affordable option if you need to go somewhere on four wheels!
  • GoAirport Link – Cheap shuttles from the airport to NYC

Eats and Drinks:

  • Get outta Midtown! Check out Lower Manhattan and Brooklyn for cheaper nightlife options, and definitely hit up Happy Hours for cheap drinks.
  • 99 cent pizza is everywhere and really perfect for a genuine New York plain slice
  • Hot dog stands are common throughout the city, though we don’t recommend this (or pizza!) as a staple sustenance.
  • Food trucks offer fairly cheap, filling snacks from kebabs to hamburgers to gourmet ice cream. There are many higher-end ones popping up about the city, we had some epic homemade tacos at one in Brooklyn
  • NYC super-stuffed bodega bagels and sandwiches are a good budget-friendly lunch option, as are fast, casual chain options like Pret a Manger
  • Don’t forget: as part of the conference, we’re hosting two happy hours, and they both include food, so that’s two dinners taken care of!

Live Shows:

  • TKTS: The saving grace of all Broadway fans in the city. TKTS offers discounted tickets for practically every show on Broadway. Never, ever pay full price again!
  • Digital Lotteries: Is standing in line a young person’s game? Then digital lotteries are your ticket to affordable Broadway seats, if you’re lucky! Enter the lottery online, and be eligible to win as low as $30 tickets for shows as popular as Wicked and Aladdin!
  • Indie Theatre: The Off-Off-Broadway movement is thriving, and in many ways, surpassing its Midtown older sibling with electric (and affordable) new shows from The Flea, Bushwick Starr, JACK, and more!

Galleries/Museums

Don’t pay full price for zoos and museum, utilize these free times!

  • Museum of Modern Art (FREE Fridays 4-8PM)
  • Museum of Moving Image (FREE Fridays 4-8PM)
  • 9-11 Memorial Museum (FREE Tuesdays 5PM-close)
  • American Museum of Natural History (FREE in its last hour, otherwise always pay-as-you-wish)

Touristy Stuff!

  • Want to see the Statue of Liberty? Try the Staten Island Ferry for free look!
  • You’re walking in the footsteps of Broadway legends with Times Square LITERALLY outside the conferences door!
  • Want to see the iconic NYC skyline? Take a walk on the High Line or through Brooklyn Bridge Park!

Other Guides to Make A Visit to NYC Affordable

  • https://www.timeout.com/newyork/things-to-do/cheap-new-york-cheap-attractions-and-days-out
  • https://thriftynomads.com/6-tips-to-do-in-new-york-city-on-the-cheap/
  • https://blog.cheapism.com/cheap-or-free-things-to-do-in-nyc-14374/
  • https://www.nyconthecheap.com/
  • https://www.thrillist.com/events/new-york/free-things-to-do-in-nyc
  • https://theskint.com/
  • http://nymag.com/urban/guides/nyonthecheap/

Gallery

PatronManager Community Meeting 2017
Photo Gallery

PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017
PatronManager CommunityMeeting 2017

Photos by Da Ping Luo

Partners

Thank you to our partners!


Bluefin Payment Systems
Bluefin Payment Systems
www.bluefin.com

Boca Systems
www.bocasystems.com

FormAssembly
www.formassembly.com

Gameflow Interactive
Gameflow Interactive
gameflowinteractive.com

Mogli SMS
Mogli
moglisms.com

Opus Affair
Opus Affair
services.opusaffair.com

WealthEngine
WealthEngine
www.wealthengine.com

Worldwide Ticketcraft – a division of Weldon, Williams & Lick®
www.worldwideticketcraft.com

</h

At the Community Meeting, we keep things moving — conference sessions are generally 20 minutes each (with a few exceptions). There are multiple “tracks” happening at once, and each session is tagged to help guide you to the topics that best fit your skill level and interests. Scroll down to see the scheduled sessions. Click the session to reveal more information.

Click here to download a printable version of the schedule.

Register Now

*Sessions and speakers are subject to change
  • All Skill Levels
  • Advanced
  • Beginner
  • All Topics
  • Admin
  • Box Office
  • Finance
  • Fundraising
  • Marketing
  • Tue 8/21
  • Wed 8/22
  • Thu 8/23
  • Fri 8/24

Tuesday, August 21, 2018

  • 9:00am - 5:00pm

    Special Add-On: Executive Track

    |

    Off-Site

    This year we’re dedicating a full day to our Executive Track on Tuesday, August 21, the day before the conference actually begins. This session is exclusively for executive leaders as an opportunity to come together to talk about the needs of running your organizations.

    Details
  • 6:00pm - 9:00pm

    Pre-Conference Happy Hour

    |

    Off-Site

    Details
  • Back to Top

    Wednesday, August 22, 2018

  • 8:30am - 9:00am

    Breakfast

    |

    Forum A

    Details
  • 9:00am - 10:00am

    Welcome and Introductions

    |

    Forum A

    Details
  • 10:00am - 10:30am

    Opening Keynote

    |

    Forum A

    Details

    Speakers

    Michelle Paul, PatronManager
  • 10:30am - 11:00am

    Road Map Keynote

    |

    Forum A

    Details

    Speakers

    Christa Avampato, PatronManager
  • 11:00am - 11:15am

    Break

    |

    Forum A

    Details
  • 11:15am - 12:00pm

    Thriving in the Digital Age: A Candid Conversation

    |

    Forum A

    Details

    Speakers

    Robert Friend, PatronManager
    Gene Carr, Patron Technology
    Maureen Andersen, INTIX
  • 12:00pm - 1:30pm

    Lunch

    |

    Forum A

    Details
  • 1:30pm - 1:50pm

    Mind Meld with Peers through PatronManager

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

    Details

    Speakers

    Hannah Ferguson, Northern Stage
  • 1:30pm - 1:50pm

    How to Survive Your First Year Using PatronManager

    | Skill Levels: Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum B

    Details

    Speakers

    Megan Witkovsky, Prima
  • 1:30pm - 1:50pm

    Partner Session: WorldWide Ticket craft

    | Skill Levels: Advanced, Beginner | Topics: Box Office

    Living Room Theater

    Details

    Speakers

    Erik Covitz, WorldWide Ticket craft
  • 1:30pm - 1:50pm

    Hands-On Training: Internal Documentation

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Hub One

    Details
  • 1:30pm - 1:50pm

    Hands-On Training: Sandboxes

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Hub Two

    Details
  • 1:55pm - 2:15pm

    What to Do When Your PatronManager Is "A Bit of a Fixer-Upper” (Claire Randall Scholarship Session)

    | Skill Levels: Beginner | Topics: Admin

    Forum A

    Details

    Speakers

    Ian Stewart, Book-It Repertory Theatre
  • 1:55pm - 2:15pm

    PatronManager Means Time Management

    | Skill Levels: Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Forum B

     

    Details

    Speakers

    David Kilpatrick, Des Moines Community Playhouse
  • 1:55pm - 2:15pm

    Partner Session: Greencopper Mobile Technologies

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Marketing

    Living Room Theater

    Details

    Speakers

    Jeff Goodman, Greencopper
    Bruce Morrison, Patron Technology-Canada
  • 1:55pm - 2:15pm

    Hands-On Training: Email Templates

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Fundraising, Marketing

    Hub One

    Details
  • 1:55pm - 2:15pm

    Hands-On Training: Access Codes

    | Skill Levels: Beginner | Topics: Box Office

    Hub Two

    Details
  • 2:20pm - 2:40pm

    Magical Updates: DataLoader.io

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Living Room Theater

    Details

    Speakers

    Jessica James Curtis, Lyric Theatre of Oklahoma
    Allie Tabberer, PatronManager
  • 2:20pm - 2:40pm

    How to Make Hard Changes Easy

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

    Details

    Speakers

    Adam Weems, PatronManager
    Jessica Rowshandel, PatronManager
  • 2:20pm - 2:40pm

    How We Lured Our Artistic Team into PatManLand

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office

    Forum B

    Details

    Speakers

    April Angilletta, The Choral Arts Society of Washington
  • 2:20pm - 2:40pm

    Hands-On Training: User Management

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Hub One

    Details
  • 2:20pm - 2:40pm

    Hands-On Training: Discount Codes

    | Skill Levels: Beginner | Topics: Box Office

    Hub Two

    Details
  • 2:40pm - 2:55pm

    Break

    |

    Forum A

    Details
  • 2:55pm - 3:15pm

    Make a Smooth Transition to Lightning Experience

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office

    Forum A

    Details

    Speakers

    Allison Klein, PatronManager
  • 2:55pm - 3:15pm

    Tracking Feedback to Create Audience-Centric Experiences

    | Skill Levels: Advanced, Beginner | Topics: Admin, Marketing

    Living Room Theater

    Details

    Speakers

    Dustin Morris, PatronManager
  • 2:55pm - 3:15pm

    Customizing Email Templates

    | Skill Levels: Beginner | Topics: Admin, Box Office, Fundraising, Marketing

    Forum B

    Details

    Speakers

    Andrea Twiss, Theatre In The Park
    Erin West, Theatre In The Park
  • 2:55pm - 3:15pm

    Hands-On Training: Donation Forms

    | Skill Levels: Beginner | Topics: Admin, Fundraising

    Hub One

    Details
  • 2:55pm - 3:15pm

    Hands-On Training: Diagnostic Reporting

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Hub Two

    Details
  • 3:20pm - 3:40pm

    Better Living through Automation

    | Skill Levels: Advanced | Topics: Admin

    Forum A

    Details

    Speakers

    Adam Grosswirth, National Alliance for Musical Theatre
    Rebekah Pearson, PatronManager
  • 3:20pm - 3:40pm

    The Three Most Important Questions Your Organization Should be Asking

    | Skill Levels: Advanced, Beginner | Topics: Marketing

    Forum B

    Details

    Speakers

    Kevin Patterson, PatronManager
  • 3:20pm - 3:40pm

    Partner Session: Bluefin Payment Systems

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising

    Living Room Theater

    Details

    Speakers

    Alex Pagano, PatronManager
  • 3:20pm - 3:40pm

    Hands-On Training: Event Building

    | Skill Levels: Beginner | Topics: Admin

    Hub One

    Details
  • 3:20pm - 3:40pm

    Hands-On Training: Excel Wizardry

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Hub Two

    Details
  • 3:45pm - 4:05pm

    It's Your Salesforce, You Can Cry (Or Customize) If You Want To

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Forum A

    Details

    Speakers

    Dawn Kusinski, The Second City
    Zack Einstein, PatronManager
    Andrew Campbell, The Second City
  • 3:45pm - 4:05pm

    Marketing Money Doesn't Grow on Trees

    | Skill Levels: Advanced | Topics: Admin, Box Office, Marketing

    Forum B

    Details

    Speakers

    April Angilletta, The Choral Arts Society of Washington
  • 3:45pm - 4:05pm

    Partner Session: WealthEngine

    | Skill Levels: Advanced, Beginner | Topics: Fundraising

    Living Room Theater

    Details

    Speakers

    Justin Clark, WealthEngine
    Dustin Kiernan, WealthEngine
  • 3:45pm - 4:05pm

    Hands-On Training: Reports

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Hub One

    Details
  • 3:45pm - 4:05pm

    Hands-On Training: Data Imports and Updates

    | Skill Levels: Advanced | Topics: Admin

    Hub Two

    Details
  • 4:05pm - 4:20pm

    Break

    |

    Forum A

    Details
  • 4:20pm - 5:00pm

    Awesome Apps Roundup

    | Skill Levels: Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

     

    Details

    Speakers

    Heather Gage, Reno Philharmonic
    Jessica James Curtis, Lyric Theatre of Oklahoma
    Sarah Shoffner, Boston Gay Men's Chorus
    Regina Burgher, The Choral Arts Society of Washington
    Allison Klein, PatronManager
  • 4:20pm - 5:00pm

    Nerding Out on the Numbers

    | Skill Levels: Advanced | Topics: Admin, Box Office, Finance, Fundraising

    Forum B

    Details

    Speakers

    Jude Shimer, PatronManager
    Samantha Colbert, PatronManager
  • 4:20pm - 4:40pm

    Partner Session: FormAssembly

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Caroline Renard, Salesforce MVP
    Jaret Manuel, FormAssembly
  • 4:20pm - 5:00pm

    Hands-On Training: Custom Fields

    | Skill Levels: Advanced | Topics: Admin, Box Office, Fundraising, Marketing

    Hub One

    Details
  • 4:20pm - 5:00pm

    Hands on Training: Process Builder

    | Skill Levels: Advanced | Topics: Admin

    Hub Two

    Details
  • 4:40pm - 5:00pm

    Do Even More with PatronManager

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Living Room Theater

    Details

    Speakers

    Danny Abosch, PatronManager
  • Back to Top

    Thursday, August 23, 2018

  • 8:30am - 9:30am

    Breakfast

    |

    Forum A

    Details
  • 9:30am - 9:50am

    Keep It Simple: 5 Ways to Improve Efficiency in the Box Office

    | Skill Levels: Beginner | Topics: Admin, Box Office

    Forum A

    Details

    Speakers

    Evan Valle, Orlando Shakespeare Theater
    Linnaia McKenzie, PatronManager
  • 9:30am - 9:50am

    Save Time, Save Notes

    | Skill Levels: Advanced, Beginner | Topics: Admin, Fundraising

    Forum B

     

    Details

    Speakers

    Jolene Patrou, Bach Festival Society of Winter Park
  • 9:30am - 9:50am

    Partner Session: Mogli

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Stevan Simich, Mogli
    Rob Blatchley, Mogli
  • 9:30am - 9:50am

    Hands-On Training: List Views: Learn 'em Love 'em

    | Skill Levels: Beginner | Topics: Box Office, Fundraising, Marketing

    Hub One

    Details
  • 9:30am - 9:50am

    Hands-On Training: Formulas

    | Skill Levels: Advanced | Topics: Admin

    Hub Two

    Details
  • 9:55am - 10:15am

    Effective Ticket Design

    | Skill Levels: Beginner | Topics: Box Office

    Forum A

    Details

    Speakers

    Kate Levine, PatronManager
    Emma Smith, PatronManager
  • 9:55am - 10:15am

    Don’t Take Donations for GRANTed

    | Skill Levels: Beginner | Topics: Finance, Fundraising

    Forum B

    Details

    Speakers

    Emily van der Harten, PatronManager
    Jill Michaelree, PatronManager
  • 9:55am - 10:15am

    Partner Session: Gameflow

    | Skill Levels: Advanced, Beginner | Topics: Marketing

    Living Room Theater

    Details

    Speakers

    Jeremy Douylliez, American Shakespeare Center
    Nick Keenan, Gameflow Interactive
  • 9:55am - 10:15am

    Hands-On Training: Salesforce vs. PatronManager

    | Skill Levels: Beginner | Topics: Admin

    Hub One

    Details
  • 9:55am - 10:15am

    Hands-On Training: Rollup Fields

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Hub Two

    Details
  • 10:20am - 10:40am

    An Audience of Students — Breaking Down the Intricacies of Group Sales

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office

    Forum A

    Details

    Speakers

    Julia King, PatronManager
  • 10:20am - 10:40am

    I Pledge to Thee... to Enter Pledge Payments, and Here's Why

    | Skill Levels: Beginner | Topics: Finance, Fundraising

    Forum B

    Details

    Speakers

    Shasti Walsh, PatronManager
  • 10:20am - 10:40am

    Bowl with Bumpers: 8 Data Validation Rules for Admins without Time to Spare

    | Skill Levels: Advanced | Topics: Admin

    Living Room Theater

    Details

    Speakers

    Katie Campbell, PatronManager
  • 10:20am - 10:40am

    Hands-On Training: Understanding Salesforce Under the Hood

    | Skill Levels: Beginner | Topics: Admin

    Hub One

    Details
  • 10:20am - 10:40am

    Hands-On Training: Emma Emails

    | Skill Levels: Advanced, Beginner | Topics: Marketing

    Hub Two

    Details
  • 10:40am - 10:55am

    Break

    |

    Forum A

    Details
  • 10:55am - 11:40am

    Reporting Basics

    | Skill Levels: Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

     

    Details

    Speakers

    Christina Johnson, PatronManager
    Rebekah Pearson, PatronManager
  • 10:55am - 11:40am

    Extend Functionality and Track More Data with Custom Objects

    | Skill Levels: Advanced | Topics: Admin

    Forum B

     

    Details

    Speakers

    Joe Gleason, Capitol Center for the Arts
    David Bander, Kirkland Performance Center
    Hannah Young, ODC
  • 10:55am - 11:15am

    Hands-On Training: Campaigns

    | Skill Levels: Advanced, Beginner | Topics: Fundraising

    Hub One

    Details
  • 10:55am - 11:15am

    Hands-On Training: Validation Rules & Dependent Fields

    | Skill Levels: Advanced | Topics: Admin

    Hub Two

    Details
  • 11:20am - 11:40am

    Hands-On Training: Intro to Automation

    | Skill Levels: Advanced | Topics: Admin, Box Office, Fundraising

    Hub One

    Details
  • 11:20am - 11:40am

    Hands-On Training: Auction/Volunteers for SF

    | Skill Levels: Advanced | Topics: Admin

    Hub Two

    Details
  • 11:45am - 12:05pm

    Dashboards for Dummies

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Fundraising

    Forum A

    Details

    Speakers

    Danny Bischoff, The Second City
    Shasti Walsh, PatronManager
  • 11:45am - 12:05pm

    Connecting with Your Patrons: Up Your Customer Service Game and Build Brand Loyalty

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Marketing

    Forum B

    Details

    Speakers

    Sonja Baker, Interlochen Center for the Arts
  • 11:45am - 12:05pm

    Partner Session: List Segmentation

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Graham Wright, Opus Affair
    Hailey Fuqua, Opus Affair
  • 11:45am - 12:30pm

    Hands-On Training: Moves Management

    | Skill Levels: Advanced | Topics: Admin, Fundraising

    Hub One

    Details
  • 11:45am - 12:05pm

    Hands-On Training: Custom Cart Text

    | Skill Levels: Beginner | Topics: Box Office

    Hub Two

    Details
  • 12:10pm - 12:30pm

    Data You Can Use — Using Reports to Make the Case

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Forum A

     

    Details

    Speakers

    Zac Alfson, Bach Festival Society of Winter Park
  • 12:10pm - 12:30pm

    Making a Cultural Shift to Leveraging Institutional Memory and the Customer Journey

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Fundraising, Marketing

    Forum B

    Details

    Speakers

    Robert Friend, PatronManager
  • 12:10pm - 12:30pm

    Setting Up Memberships in Patron Manager

    | Skill Levels: Beginner | Topics: Admin, Box Office, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Andrew Baldwin, Mile Square Theatre
    Christina Johnson, PatronManager
  • 12:10pm - 12:30pm

    Hands-On Training: Dashboards

    | Skill Levels: Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Hub Two

    Details
  • 12:30pm - 2:00pm

    Lunch

    |

    Forum A

    Details
  • 2:00pm - 3:00pm

    Panel — Crucial Conversations for Advanced Users and Admins

    | Skill Levels: Advanced | Topics: Admin

    Forum A

    Details

    Speakers

    Dave Archuletta, New York Live Arts
    Ian Stewart, Book-It Repertory Theatre
    Dan Martin, Musical Instrument Museum
  • 2:00pm - 3:00pm

    Panel — Beginners Can Crush It Too!

    | Skill Levels: Beginner

    Forum B

    Details

    Speakers

    Ricki Marking-Camuto, Repertory Theatre of St Louis
    Katie Wasserman, Goodspeed Musicals
    Roger-Paul Snell, Goodspeed Musicals
    Trevor Leaderbrand, The Peoples Improv Theater
  • 2:00pm - 3:00pm

    Product Development Open Forum

    |

    Living Room Theater

    Details
  • 2:00pm - 3:00pm

    Hands-On Training: Reports

    |

    Hub One

    Details
  • 2:00pm - 3:00pm

    How an Idea Becomes a Feature: Roadmapping

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Christa Avampato, PatronManager
  • 2:00pm - 3:00pm

    Hands-On Training: Badges

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Hub Two

    Details
  • 3:00pm - 3:15pm

    Break

    |

    Forum A

    Details
  • 3:15pm - 5:00pm

    Regional User Groups: Neighbors Beyond Your Borders

    |

    Forum A

    Details
  • 5:00pm - 8:00pm

    Happy Hour & Hors d'Oeuvres

    |

    Off-Site

    Details
  • Back to Top

    Friday, August 24, 2018

  • 8:30am - 9:30am

    Breakfast

    |

    Forum A

    Details
  • 9:30am - 10:40am

    CRI: Custom Report Investigation — How To Troubleshoot Your Report

    | Skill Levels: Advanced | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

    Details

    Speakers

    Mike Watson, Everyman Theatre
    Shasti Walsh, PatronManager
  • 9:30am - 9:50am

    BYOBBBBP: Bring Your Own Brain and Build Better Business Practices

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Forum B

    Details

    Speakers

    Elise Rebmamm, PatronManager
    Jill Michaelree, PatronManager
  • 9:30am - 10:40am

    Product Development Open Forum

    |

    Living Room Theater

    Details
  • 9:30am - 10:40am

    Be heard: Vote on 2019 PatronManager Road Map Items

    | Topics: Box Office, Finance, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Christa Avampato, PatronManager
  • 9:30am - 10:15am

    Hands-On Training: Subscriptions (Building)

    | Skill Levels: Beginner | Topics: Box Office

    Hub One

    Details
  • 9:30am - 9:50am

    Hands-On Training: Lightning Sneak Peek: Show and Tell

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Hub Two

    Details
  • 9:55am - 10:15am

    PM Hacks That Make Our Tiny Staff a Team of Nonprofit Wizards... or Ninjas!

    | Skill Levels: Advanced | Topics: Admin, Box Office, Fundraising, Marketing

    Forum B

    Details

    Speakers

    Emily Hartka, Charlottesville Ballet
    Emily Pozek, Charlottesville Ballet
  • 9:55am - 10:15am

    Hands-On Training: Reports (Troubleshooting)

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Hub Two

    Details
  • 10:20am - 10:40am

    What to Do When Things Seem Broken (Admin Troubleshooting)

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Forum B

    Details

    Speakers

    Jessica Rowshandel, PatronManager
  • 10:20am - 10:40am

    Hands-On Training: Subscriptions (Renewal)

    | Skill Levels: Beginner | Topics: Box Office

    Hub One

    Details
  • 10:20am - 10:40am

    Hands-On Training: Take the Reporting Challenge!

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Hub Two

    Details
  • 10:40am - 10:55am

    Break

    |

    Forum A

    Details
  • 10:55am - 11:55am

    Live Q&A

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

    Details
  • 12:00pm - 12:30pm

    Conference Wrap-Up

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

    Details
  • 12:30pm - 12:30pm

    Official End

    |

    Forum A

    Details
  • Back to Top

    ADD TO CART

    | | |

    Tuesday, August 21, 2018

     
  • 8 am
  • 9 am
  • 10 am
  • 11 am
  • 12 pm
  • 1 pm
  • 2 pm
  • 3 pm
  • 4 pm
  • 5 pm
  • 6 pm
  • 7 pm
  • 8 pm
  • 9 pm
  • Forum A
    Forum B
    Hub One
    Hub Two
    Living Room Theater
    Off-Site
  • 9:00am - 5:00pm

    Special Add-On: Executive Track

    |

    Off-Site

    This year we’re dedicating a full day to our Executive Track on Tuesday, August 21, the day before the conference actually begins. This session is exclusively for executive leaders as an opportunity to come together to talk about the needs of running your organizations.

    Details
  • 6:00pm - 9:00pm

    Pre-Conference Happy Hour

    |

    Off-Site

    Details
  • 8 am
  • 9 am
  • 10 am
  • 11 am
  • 12 pm
  • 1 pm
  • 2 pm
  • 3 pm
  • 4 pm
  • 5 pm
  • 6 pm
  • 7 pm
  • 8 pm
  • 9 pm
  • Forum A
  • 8:30am - 9:00am

    Breakfast

    |

    Forum A

    Details
  • 9:00am - 10:00am

    Welcome and Introductions

    |

    Forum A

    Details
  • 10:00am - 10:30am

    Opening Keynote

    |

    Forum A

    Details

    Speakers

    Michelle Paul, PatronManager
  • 10:30am - 11:00am

    Road Map Keynote

    |

    Forum A

    Details

    Speakers

    Christa Avampato, PatronManager
  • 11:00am - 11:15am

    Break

    |

    Forum A

    Details
  • 11:15am - 12:00pm

    Thriving in the Digital Age: A Candid Conversation

    |

    Forum A

    Details

    Speakers

    Robert Friend, PatronManager
    Gene Carr, Patron Technology
    Maureen Andersen, INTIX
  • 12:00pm - 1:30pm

    Lunch

    |

    Forum A

    Details
  • 1:30pm - 1:50pm

    Mind Meld with Peers through PatronManager

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

    Details

    Speakers

    Hannah Ferguson, Northern Stage
  • 1:55pm - 2:15pm

    What to Do When Your PatronManager Is "A Bit of a Fixer-Upper” (Claire Randall Scholarship Session)

    | Skill Levels: Beginner | Topics: Admin

    Forum A

    Details

    Speakers

    Ian Stewart, Book-It Repertory Theatre
  • 2:20pm - 2:40pm

    How to Make Hard Changes Easy

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

    Details

    Speakers

    Adam Weems, PatronManager
    Jessica Rowshandel, PatronManager
  • 2:40pm - 2:55pm

    Break

    |

    Forum A

    Details
  • 2:55pm - 3:15pm

    Make a Smooth Transition to Lightning Experience

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office

    Forum A

    Details

    Speakers

    Allison Klein, PatronManager
  • 3:20pm - 3:40pm

    Better Living through Automation

    | Skill Levels: Advanced | Topics: Admin

    Forum A

    Details

    Speakers

    Adam Grosswirth, National Alliance for Musical Theatre
    Rebekah Pearson, PatronManager
  • 3:45pm - 4:05pm

    It's Your Salesforce, You Can Cry (Or Customize) If You Want To

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Forum A

    Details

    Speakers

    Dawn Kusinski, The Second City
    Zack Einstein, PatronManager
    Andrew Campbell, The Second City
  • 4:05pm - 4:20pm

    Break

    |

    Forum A

    Details
  • 4:20pm - 5:00pm

    Awesome Apps Roundup

    | Skill Levels: Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

     

    Details

    Speakers

    Heather Gage, Reno Philharmonic
    Jessica James Curtis, Lyric Theatre of Oklahoma
    Sarah Shoffner, Boston Gay Men's Chorus
    Regina Burgher, The Choral Arts Society of Washington
    Allison Klein, PatronManager
  • Forum B
  • 1:30pm - 1:50pm

    How to Survive Your First Year Using PatronManager

    | Skill Levels: Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum B

    Details

    Speakers

    Megan Witkovsky, Prima
  • 1:55pm - 2:15pm

    PatronManager Means Time Management

    | Skill Levels: Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Forum B

     

    Details

    Speakers

    David Kilpatrick, Des Moines Community Playhouse
  • 2:20pm - 2:40pm

    How We Lured Our Artistic Team into PatManLand

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office

    Forum B

    Details

    Speakers

    April Angilletta, The Choral Arts Society of Washington
  • 2:55pm - 3:15pm

    Customizing Email Templates

    | Skill Levels: Beginner | Topics: Admin, Box Office, Fundraising, Marketing

    Forum B

    Details

    Speakers

    Andrea Twiss, Theatre In The Park
    Erin West, Theatre In The Park
  • 3:20pm - 3:40pm

    The Three Most Important Questions Your Organization Should be Asking

    | Skill Levels: Advanced, Beginner | Topics: Marketing

    Forum B

    Details

    Speakers

    Kevin Patterson, PatronManager
  • 3:45pm - 4:05pm

    Marketing Money Doesn't Grow on Trees

    | Skill Levels: Advanced | Topics: Admin, Box Office, Marketing

    Forum B

    Details

    Speakers

    April Angilletta, The Choral Arts Society of Washington
  • 4:20pm - 5:00pm

    Nerding Out on the Numbers

    | Skill Levels: Advanced | Topics: Admin, Box Office, Finance, Fundraising

    Forum B

    Details

    Speakers

    Jude Shimer, PatronManager
    Samantha Colbert, PatronManager
  • Hub One
  • 1:30pm - 1:50pm

    Hands-On Training: Internal Documentation

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Hub One

    Details
  • 1:55pm - 2:15pm

    Hands-On Training: Email Templates

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Fundraising, Marketing

    Hub One

    Details
  • 2:20pm - 2:40pm

    Hands-On Training: User Management

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Hub One

    Details
  • 2:55pm - 3:15pm

    Hands-On Training: Donation Forms

    | Skill Levels: Beginner | Topics: Admin, Fundraising

    Hub One

    Details
  • 3:20pm - 3:40pm

    Hands-On Training: Event Building

    | Skill Levels: Beginner | Topics: Admin

    Hub One

    Details
  • 3:45pm - 4:05pm

    Hands-On Training: Reports

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Hub One

    Details
  • 4:20pm - 5:00pm

    Hands-On Training: Custom Fields

    | Skill Levels: Advanced | Topics: Admin, Box Office, Fundraising, Marketing

    Hub One

    Details
  • Hub Two
  • 1:30pm - 1:50pm

    Hands-On Training: Sandboxes

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Hub Two

    Details
  • 1:55pm - 2:15pm

    Hands-On Training: Access Codes

    | Skill Levels: Beginner | Topics: Box Office

    Hub Two

    Details
  • 2:20pm - 2:40pm

    Hands-On Training: Discount Codes

    | Skill Levels: Beginner | Topics: Box Office

    Hub Two

    Details
  • 2:55pm - 3:15pm

    Hands-On Training: Diagnostic Reporting

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Hub Two

    Details
  • 3:20pm - 3:40pm

    Hands-On Training: Excel Wizardry

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Hub Two

    Details
  • 3:45pm - 4:05pm

    Hands-On Training: Data Imports and Updates

    | Skill Levels: Advanced | Topics: Admin

    Hub Two

    Details
  • 4:20pm - 5:00pm

    Hands on Training: Process Builder

    | Skill Levels: Advanced | Topics: Admin

    Hub Two

    Details
  • Living Room Theater
  • 1:30pm - 1:50pm

    Partner Session: WorldWide Ticket craft

    | Skill Levels: Advanced, Beginner | Topics: Box Office

    Living Room Theater

    Details

    Speakers

    Erik Covitz, WorldWide Ticket craft
  • 1:55pm - 2:15pm

    Partner Session: Greencopper Mobile Technologies

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Marketing

    Living Room Theater

    Details

    Speakers

    Jeff Goodman, Greencopper
    Bruce Morrison, Patron Technology-Canada
  • 2:20pm - 2:40pm

    Magical Updates: DataLoader.io

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Living Room Theater

    Details

    Speakers

    Jessica James Curtis, Lyric Theatre of Oklahoma
    Allie Tabberer, PatronManager
  • 2:55pm - 3:15pm

    Tracking Feedback to Create Audience-Centric Experiences

    | Skill Levels: Advanced, Beginner | Topics: Admin, Marketing

    Living Room Theater

    Details

    Speakers

    Dustin Morris, PatronManager
  • 3:20pm - 3:40pm

    Partner Session: Bluefin Payment Systems

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising

    Living Room Theater

    Details

    Speakers

    Alex Pagano, PatronManager
  • 3:45pm - 4:05pm

    Partner Session: WealthEngine

    | Skill Levels: Advanced, Beginner | Topics: Fundraising

    Living Room Theater

    Details

    Speakers

    Justin Clark, WealthEngine
    Dustin Kiernan, WealthEngine
  • 4:20pm - 4:40pm

    Partner Session: FormAssembly

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Caroline Renard, Salesforce MVP
    Jaret Manuel, FormAssembly
  • 4:40pm - 5:00pm

    Do Even More with PatronManager

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Living Room Theater

    Details

    Speakers

    Danny Abosch, PatronManager
  • Off-Site
  • 8 am
  • 9 am
  • 10 am
  • 11 am
  • 12 pm
  • 1 pm
  • 2 pm
  • 3 pm
  • 4 pm
  • 5 pm
  • 6 pm
  • 7 pm
  • 8 pm
  • 9 pm
  • Forum A
  • 8:30am - 9:30am

    Breakfast

    |

    Forum A

    Details
  • 9:30am - 9:50am

    Keep It Simple: 5 Ways to Improve Efficiency in the Box Office

    | Skill Levels: Beginner | Topics: Admin, Box Office

    Forum A

    Details

    Speakers

    Evan Valle, Orlando Shakespeare Theater
    Linnaia McKenzie, PatronManager
  • 9:55am - 10:15am

    Effective Ticket Design

    | Skill Levels: Beginner | Topics: Box Office

    Forum A

    Details

    Speakers

    Kate Levine, PatronManager
    Emma Smith, PatronManager
  • 10:20am - 10:40am

    An Audience of Students — Breaking Down the Intricacies of Group Sales

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office

    Forum A

    Details

    Speakers

    Julia King, PatronManager
  • 10:40am - 10:55am

    Break

    |

    Forum A

    Details
  • 10:55am - 11:40am

    Reporting Basics

    | Skill Levels: Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

     

    Details

    Speakers

    Christina Johnson, PatronManager
    Rebekah Pearson, PatronManager
  • 11:45am - 12:05pm

    Dashboards for Dummies

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Fundraising

    Forum A

    Details

    Speakers

    Danny Bischoff, The Second City
    Shasti Walsh, PatronManager
  • 12:10pm - 12:30pm

    Data You Can Use — Using Reports to Make the Case

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Forum A

     

    Details

    Speakers

    Zac Alfson, Bach Festival Society of Winter Park
  • 12:30pm - 2:00pm

    Lunch

    |

    Forum A

    Details
  • 2:00pm - 3:00pm

    Panel — Crucial Conversations for Advanced Users and Admins

    | Skill Levels: Advanced | Topics: Admin

    Forum A

    Details

    Speakers

    Dave Archuletta, New York Live Arts
    Ian Stewart, Book-It Repertory Theatre
    Dan Martin, Musical Instrument Museum
  • 3:00pm - 3:15pm

    Break

    |

    Forum A

    Details
  • 3:15pm - 5:00pm

    Regional User Groups: Neighbors Beyond Your Borders

    |

    Forum A

    Details
  • Forum B
  • 9:30am - 9:50am

    Save Time, Save Notes

    | Skill Levels: Advanced, Beginner | Topics: Admin, Fundraising

    Forum B

     

    Details

    Speakers

    Jolene Patrou, Bach Festival Society of Winter Park
  • 9:55am - 10:15am

    Don’t Take Donations for GRANTed

    | Skill Levels: Beginner | Topics: Finance, Fundraising

    Forum B

    Details

    Speakers

    Emily van der Harten, PatronManager
    Jill Michaelree, PatronManager
  • 10:20am - 10:40am

    I Pledge to Thee... to Enter Pledge Payments, and Here's Why

    | Skill Levels: Beginner | Topics: Finance, Fundraising

    Forum B

    Details

    Speakers

    Shasti Walsh, PatronManager
  • 10:55am - 11:40am

    Extend Functionality and Track More Data with Custom Objects

    | Skill Levels: Advanced | Topics: Admin

    Forum B

     

    Details

    Speakers

    Joe Gleason, Capitol Center for the Arts
    David Bander, Kirkland Performance Center
    Hannah Young, ODC
  • 11:45am - 12:05pm

    Connecting with Your Patrons: Up Your Customer Service Game and Build Brand Loyalty

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Marketing

    Forum B

    Details

    Speakers

    Sonja Baker, Interlochen Center for the Arts
  • 12:10pm - 12:30pm

    Making a Cultural Shift to Leveraging Institutional Memory and the Customer Journey

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Fundraising, Marketing

    Forum B

    Details

    Speakers

    Robert Friend, PatronManager
  • 2:00pm - 3:00pm

    Panel — Beginners Can Crush It Too!

    | Skill Levels: Beginner

    Forum B

    Details

    Speakers

    Ricki Marking-Camuto, Repertory Theatre of St Louis
    Katie Wasserman, Goodspeed Musicals
    Roger-Paul Snell, Goodspeed Musicals
    Trevor Leaderbrand, The Peoples Improv Theater
  • Hub One
  • 9:30am - 9:50am

    Hands-On Training: List Views: Learn 'em Love 'em

    | Skill Levels: Beginner | Topics: Box Office, Fundraising, Marketing

    Hub One

    Details
  • 9:55am - 10:15am

    Hands-On Training: Salesforce vs. PatronManager

    | Skill Levels: Beginner | Topics: Admin

    Hub One

    Details
  • 10:20am - 10:40am

    Hands-On Training: Understanding Salesforce Under the Hood

    | Skill Levels: Beginner | Topics: Admin

    Hub One

    Details
  • 10:55am - 11:15am

    Hands-On Training: Campaigns

    | Skill Levels: Advanced, Beginner | Topics: Fundraising

    Hub One

    Details
  • 11:20am - 11:40am

    Hands-On Training: Intro to Automation

    | Skill Levels: Advanced | Topics: Admin, Box Office, Fundraising

    Hub One

    Details
  • 11:45am - 12:30pm

    Hands-On Training: Moves Management

    | Skill Levels: Advanced | Topics: Admin, Fundraising

    Hub One

    Details
  • 2:00pm - 3:00pm

    Hands-On Training: Reports

    |

    Hub One

    Details
  • Hub Two
  • 9:30am - 9:50am

    Hands-On Training: Formulas

    | Skill Levels: Advanced | Topics: Admin

    Hub Two

    Details
  • 9:55am - 10:15am

    Hands-On Training: Rollup Fields

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Hub Two

    Details
  • 10:20am - 10:40am

    Hands-On Training: Emma Emails

    | Skill Levels: Advanced, Beginner | Topics: Marketing

    Hub Two

    Details
  • 10:55am - 11:15am

    Hands-On Training: Validation Rules & Dependent Fields

    | Skill Levels: Advanced | Topics: Admin

    Hub Two

    Details
  • 11:20am - 11:40am

    Hands-On Training: Auction/Volunteers for SF

    | Skill Levels: Advanced | Topics: Admin

    Hub Two

    Details
  • 11:45am - 12:05pm

    Hands-On Training: Custom Cart Text

    | Skill Levels: Beginner | Topics: Box Office

    Hub Two

    Details
  • 12:10pm - 12:30pm

    Hands-On Training: Dashboards

    | Skill Levels: Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Hub Two

    Details
  • 2:00pm - 3:00pm

    Hands-On Training: Badges

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Hub Two

    Details
  • Living Room Theater
  • 9:30am - 9:50am

    Partner Session: Mogli

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Stevan Simich, Mogli
    Rob Blatchley, Mogli
  • 9:55am - 10:15am

    Partner Session: Gameflow

    | Skill Levels: Advanced, Beginner | Topics: Marketing

    Living Room Theater

    Details

    Speakers

    Jeremy Douylliez, American Shakespeare Center
    Nick Keenan, Gameflow Interactive
  • 10:20am - 10:40am

    Bowl with Bumpers: 8 Data Validation Rules for Admins without Time to Spare

    | Skill Levels: Advanced | Topics: Admin

    Living Room Theater

    Details

    Speakers

    Katie Campbell, PatronManager
  • 11:45am - 12:05pm

    Partner Session: List Segmentation

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Graham Wright, Opus Affair
    Hailey Fuqua, Opus Affair
  • 12:10pm - 12:30pm

    Setting Up Memberships in Patron Manager

    | Skill Levels: Beginner | Topics: Admin, Box Office, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Andrew Baldwin, Mile Square Theatre
    Christina Johnson, PatronManager
  • 2:00pm - 3:00pm

    Product Development Open Forum

    |

    Living Room Theater

    Details
  • 2:00pm - 3:00pm

    How an Idea Becomes a Feature: Roadmapping

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Christa Avampato, PatronManager
  • Off-Site
  • 5:00pm - 8:00pm

    Happy Hour & Hors d'Oeuvres

    |

    Off-Site

    Details
  • 8 am
  • 9 am
  • 10 am
  • 11 am
  • 12 pm
  • 1 pm
  • 2 pm
  • 3 pm
  • 4 pm
  • 5 pm
  • 6 pm
  • 7 pm
  • 8 pm
  • 9 pm
  • Forum A
  • 8:30am - 9:30am

    Breakfast

    |

    Forum A

    Details
  • 9:30am - 10:40am

    CRI: Custom Report Investigation — How To Troubleshoot Your Report

    | Skill Levels: Advanced | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

    Details

    Speakers

    Mike Watson, Everyman Theatre
    Shasti Walsh, PatronManager
  • 10:40am - 10:55am

    Break

    |

    Forum A

    Details
  • 10:55am - 11:55am

    Live Q&A

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

    Details
  • 12:00pm - 12:30pm

    Conference Wrap-Up

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Forum A

    Details
  • 12:30pm - 12:30pm

    Official End

    |

    Forum A

    Details
  • Forum B
  • 9:30am - 9:50am

    BYOBBBBP: Bring Your Own Brain and Build Better Business Practices

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Forum B

    Details

    Speakers

    Elise Rebmamm, PatronManager
    Jill Michaelree, PatronManager
  • 9:55am - 10:15am

    PM Hacks That Make Our Tiny Staff a Team of Nonprofit Wizards... or Ninjas!

    | Skill Levels: Advanced | Topics: Admin, Box Office, Fundraising, Marketing

    Forum B

    Details

    Speakers

    Emily Hartka, Charlottesville Ballet
    Emily Pozek, Charlottesville Ballet
  • 10:20am - 10:40am

    What to Do When Things Seem Broken (Admin Troubleshooting)

    | Skill Levels: Advanced, Beginner | Topics: Admin

    Forum B

    Details

    Speakers

    Jessica Rowshandel, PatronManager
  • Hub One
  • 9:30am - 10:15am

    Hands-On Training: Subscriptions (Building)

    | Skill Levels: Beginner | Topics: Box Office

    Hub One

    Details
  • 10:20am - 10:40am

    Hands-On Training: Subscriptions (Renewal)

    | Skill Levels: Beginner | Topics: Box Office

    Hub One

    Details
  • Hub Two
  • 9:30am - 9:50am

    Hands-On Training: Lightning Sneak Peek: Show and Tell

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Hub Two

    Details
  • 9:55am - 10:15am

    Hands-On Training: Reports (Troubleshooting)

    | Skill Levels: Advanced, Beginner | Topics: Admin, Box Office, Finance, Fundraising, Marketing

    Hub Two

    Details
  • 10:20am - 10:40am

    Hands-On Training: Take the Reporting Challenge!

    | Skill Levels: Advanced, Beginner | Topics: Box Office, Finance, Fundraising, Marketing

    Hub Two

    Details
  • Living Room Theater
  • 9:30am - 10:40am

    Product Development Open Forum

    |

    Living Room Theater

    Details
  • 9:30am - 10:40am

    Be heard: Vote on 2019 PatronManager Road Map Items

    | Topics: Box Office, Finance, Fundraising, Marketing

    Living Room Theater

    Details

    Speakers

    Christa Avampato, PatronManager
  • Off-Site
    Contact Us

      Features

      • What is PatronManager?
      • Salesforce Platform
      • Box Office and Ticketing
      • Fundraising and Donor Development
      • Marketing
      • Collaboration
      • Mobile Access
      • Support
      • System Status

      Learn

      • Resources
      • Blog
      • Email Sign-up
      • FAQ
      • Request a Demo

      Industries

      • Theatre
      • Music
      • Dance
      • Opera
      • Museums
      • Film
      • Request a Demo

      Extend

      • Recommended Apps
      • Printers, Tickets, and Accessories
      • Partners

      About

      • About Us
      • Jobs
      • Press Releases
      • Security
      • Contact Us
    • Ticketing Software
    • Box Office Software
    • Fundraising Software
    Patron Technology

    © 2023 Patron Technology

    Salesforce Partner

    Terms, Conditions, and Privacy Policy