Tuesday, May 19

Pre-Conference: New User Bootcamp
1:00 pm – 4:00 pm · The Vault. 
A practical introduction for new users. Learn the essentials, from logging in to selling tickets, with guidance from the PatronManager implementation team.

Registration
5:15 pm – 7:15 pm · Registration Desk
Check in, collect your badge, and get set for the event. The team will be available to help with any questions.

Welcome Reception
5:30 pm – 7:30 pm · Telegram Lounge
Start the event with drinks and conversation. Meet fellow attendees, sponsors, connect with the team, and get an early look at what’s planned over the next two days.

Wednesday, May 20

Morning

Breakfast
8:00 am – 9:00 am · Telegram Lounge
Start the day with breakfast and time to connect.

Registration
8:00 am – 12:00 pm · Registration Desk
Check in and collect your badge and conference materials. The team will be available to help.

Opening Session & Keynote
9:15 am – 11:00 am · The Marquee
Kick start PM26 with a warm welcome from the team to vibrant Chicago for two exciting days filled with opportunities to engage, learn, and connect.

Morning Break
11:00 am – 11:15 am · Telegram Lounge
A short break before sessions begin.

11:15 am – 12:00 pm Sessions

(Parallel sessions)

Mailchimp for Salesforce & B12 (Sponsor Session)
The Marquee
See how to connect marketing, box office, and fundraising workflows, with practical examples of audience sync and segmentation.

Reporting Room: Customizations
Air Mail North
Learn how to structure, filter, and present data clearly using core reporting tools.

Major Gifts, Unlocked: Using PatronManager to Power Your Pipeline
Stage Coach
Identify and manage major donor opportunities already in your database.

Learning Lab
The Library
Drop in for direct support and hands-on help.

Lunch

12:00 pm – 1:30 pm · Telegram Lounge
Time to reset and connect with other attendees.

1:30 pm – 2:15 pm Sessions

(Parallel sessions)

Defending Your Box Office
The Marquee
Understand chargebacks, resellers, and fraud.

Reporting Room : Customizations
Air Mail North
Continued reporting session.

Moments that Matter: Managing the Donor Journey
Stage Coach
This session explores how intentional touchpoints and thoughtful stewardship strengthens donor relationships and builds life-long supporters.

Learning Lab
The Library
Stop by the Learning Lab to chat with the Support Team in a relaxed, open setting.

2:15 pm – 3:00 pm Sessions

(Parallel sessions)

Secrets of the Super Users
The Marquee
Learn how experienced teams operate.

Reporting: Report Types & Cross Filters
Air Mail North
Learn how to use them effectively.

Creative Hacks for Arts Organizations
Air Mail South
Many arts organizations don’t fit neatly into the “standard” PatronManager setup. Learn how to adapt PatronManager to unique needs.

DGL Toolkit
Stage Coach
Meet the team of Salesforce nonprofit consultants, with plenty of hands-on experience using PatronManager for automations and workflows.

Learning Lab
The Library
Stop by the Learning Lab to chat with the Support Team in a relaxed, open setting.

Afternoon

Break / Meet the Sponsors
3:00 pm – 3:30 pm · Telegram Lounge
Refresh and connect.

Community Conversations
4:00 pm – 5:30 pm · The Marquee
Connect with other organizations.

Happy Hour
5:30 pm – 7:30 pm · Telegram Lounge
Close the day with drinks and conversation.

Thursday, May 21

Morning

Breakfast
8:00 am – 9:00 am · Telegram Lounge
Start the day with breakfast and time to connect.

9:00 am – 9:45 am Sessions

(Parallel sessions)

Unlocking Reporting Superpowers. Sponsor Session, Kate Brandt
The Marquee
Use reporting to answer real marketing questions and make better decisions.

Reporting: Report Types & Cross Filters
Air Mail North
Learn when and how to use report types and cross filters effectively.

Thought Partners
Air Mail South
A case-led session on delivering complex projects at pace.

Flow Elements and Actions. An Introduction with Data Geeks Lab
Stage Coach
Build and test a simple automation.

Learning Lab
The Library
Drop in for direct support and practical help.

9:45 am – 10:30 am Sessions

(Parallel sessions)

More Members, Less Work: Turn New Features Into Growth
The Marquee
Use new membership features to drive growth.

Reporting Room: Troubleshooting Reports
Air Mail North
Have you ever opened a CRM Snapshot result or Door List Report and wondered, “Why is this report wrong?” Understand common reporting issues.

Cracking the Codes: Unlocking the Arts for All
Air Mail South
What if the same ticketing tools you already use could do far more than sell seats? Learn how the American Shakespeare Center uses Access Codes and Discount Codes.

Learning Lab
The Library
Stop by the Learning Lab to chat with the Support Team in a relaxed, open setting. 

10:00 am – 10:45 am Session

Getting Started with Dashboards with Data Geeks Lab
Stage Coach
on top tips for users to begin to tell their PatronManager data stories through dashboards.

Morning Break
10:30 am – 10:45 am · Telegram Lounge
A short break before final sessions.

10:45 am – 12:15 pm Session

Community Time
The Marquee
Connect with other organizations and peers.

Lunch

12:15 pm – 1:30 pm · Telegram Lounge
Join fellow attendees for lunch.

Afternoon
1:30 pm – 2:15 pm Sessions

(Parallel sessions)

Volunteers for Salesforce App Checklist with Data Geeks Lab
Stage Coach
Ask questions on setup and best practices.

Battling Internal Myths with Vatic, Sponsor Session.
The Marquee
Challenge assumptions around pricing.

Reporting Room: Troubleshooting Reports
Air Mail North
Fix reporting issues.

The Confidence Loop: How to Build Teams That know What to Do Next
Air Mail South
Build teams that act with confidence.

Learning Lab
The Library
Stop by the Learning Lab to chat with the Support Team in a relaxed, open setting.

Admin Exam
1:30 pm – 3:30 pm · The River View Room
Take the exam and become a certified PatronManager Guru.

2:15 pm – 3:00 pm Sessions

(Parallel sessions)

Turning Your Education Program into a Growth Engine. CourseStorm, Sponsor Session
The Marquee
Grow audiences and revenue.

Diagnostic Reporting
Air Mail North
Assess data quality.

Our Audience Doesn't Want an App. Myths Explored. InstantEncore, Sponsor Session
Air Mail South
Understand audience behavior shifts.

Learning Lab
The Library
Stop by the Learning Lab to chat with the Support Team in a relaxed, open setting.

Closing

Closing Session
3:30 pm – 4:30 pm · The Marquee
We'll come together to strategize how to optimize and make the most out of PatronManager when you get back home.