Day 1 | Day 2 | Lightning talks | all

On : Day 1 (Monday)

User/Evaluator Track

Multi-level systems - comparing domain-based approach to Permissioned Relationships approach

11:00 am, Day 1 (Monday) in Concert Hall

Presentation by Peter Davis

Complex organisation with multiple levels of regions/branches etc have unique requirements that can be met in a number of ways. This session will cover a couple of those and will also cover providing lower-level access purely on the Drupal side.

Suitable for:
New users/evaluators
Advanced users
New administrators/implementors

 


Administrator/Implementer Track

CiviCRM Entity -- Superior Drupal Integration -- Complete Drupal based Event Management and Registration

9:30 am, Day 1 (Monday) in Concert Hall

Presentation by Mark Hanna

CiviCRM Entity is a contributed module for Drupal which provides full integration of CiviCRM data into Drupal by exposing CiviCRM API entities as Drupal entity types. This allows the leveraging of all the best Drupal features and modules you know and love. You'll be witnessing the cutting edge of Drupal integration of CiviCRM. Over the past year I've focused on expanding entity exposure, and adding a wide range of features for CiviCRM Events in Drupal. New features include editing event location, price sets, profiles, from the Drupal based edit form. In addition, the most exciting feature, Event registrations right on the Drupal event view page. You'll see it in action on live client sites. Come see what is new and get a taste of what is possible with the powerful tool set that is CiviCRM Entity. You won't be disappointed. Come see what magic we can do with the Drupal Field UI pattern! At the end we'll talk about our development plans for the year, including the Drupal 8 version, and our proposal for its inclusion in CiviCRM Core. The presentation will be geared toward the site administrators and implementors, but new users and developers can gain valuable insight, techniques and knowledge as well.

Suitable for:
New users/evaluators
Advanced users
New administrators/implementors
Advanced administrators/implementors
New developers
Advanced developers

Download presentation: CiviCon 2017 - CiviCRM Entity.pptx


Developer Track

Alice in Bootangulexland: A new tour for developers

9:30 am, Day 1 (Monday) in Piano room

Presentation by Tim Otten

Every CiviCon needs a session to introduce new developers to the staples of CiviCRM architecture, like APIv3, hooks, and civix. But we can't use the old slidedeck in 2017 -- projects like CiviCase 5 and Mosaico 2 have changed the architecture for new development. For this session, we're going to do a mental reset and tell a refreshed story about how to develop major projects in Civi. The story will mix classic elements like APIv3 and hooks with new elements like BootstrapCSS, AngularJS, Shoreditch, cv, civicrm-dev-docs, Style Guide, and Symfony.

Suitable for:
Advanced administrators/implementors
New developers
Advanced developers

 


User/Evaluator Track

What Can CiviCRM Do for You?

9:30 am, Day 1 (Monday) in Ballroom Theatre

Presentation by Guy Iaccarino

Learn how CiviCRM can help your organization maximize the contributions of your constituents

Suitable for:
New users/evaluators

Download presentation: What Can CiviCRM Do For You.pdf


Administrator/Implementer Track

Accrual Accounting - More functionality, less in core

11:00 am, Day 1 (Monday) in Concert Hall

Presentation by Joe Murray

As part of a multi-faceted initiative to better support accounting in CiviCRM, there will be some enhancements to core for deferred revenue, and extensions to support general journal entries, more convenient batching, closing accounting periods, better reconciliation with external systems, and exporting monthly summary information by financial account rather than just transactional details, along with numerous bug fixes in core and hooks to extend functionality.

Suitable for:
Advanced users
New administrators/implementors
Advanced administrators/implementors
Advanced developers

 


Developer Track

Combining CiviCRM, Drupal Commerce, Entity Reference and Event Shopping Carts

11:00 am, Day 1 (Monday) in Piano room

Case Study by Benji Damron

Benji Dameron, Web Developer at Spry Digital and Sheila Burkett, CEO and Founder of Spry Digital will present a Case Study of how they created clients sites, BMTInfoNet.org and Craftalliance.org. They will share their approach of leveraging CiviCRM, Drupal Commerce, Entity Reference and Event Shopping Carts to create an fully integrated experience for these organizations.

Suitable for:
New developers
Advanced developers

Download presentation: CiviCon St. Louis 2017 - Drupal Commerce and CiviCRM.pdf


User/Evaluator Track

Membership Mojo

11:00 am, Day 1 (Monday) in Ballroom Theatre

Presentation by Michael Daryabeygi

Increase your membership mojo, whether your organization has a single membership tier, multiple tiers of memberships for chapters across the country, or provides membership benefits to the employees of member organizations. CiviMember has the flexibility to handle your organization's unique membership program fees and structure. Michael Daryabegi and Frank Gomez will demonstrate how to harness its power to provide self-service sign-up and renewal, automatic recurring billing, and how to provide membership-based discounts and access to content.

Suitable for:
New users/evaluators
New administrators/implementors

Download presentation: Membership Mojo.pdf


Administrator/Implementer Track

Using CiviCRM to Communicate with Your Contacts

2:45 pm, Day 1 (Monday) in Concert Hall

Presentation by Parvez Saleh

CiviMail and Mosaico: • Email Vs Mailings • Headers and footers • Best Practice Tips • Tokens • Mail Reports • Mosaico

Suitable for:
New users/evaluators
Advanced users
New administrators/implementors
Advanced administrators/implementors

 


User/Evaluator Track

CiviCase - The new CiviCase and introducing CiviCRM's new User Interface

2:45 pm, Day 1 (Monday) in Piano room

Presentation by Jamie Novick

Over the past 12 months, the Core team and Compucorp have been collaborating on bringing the exciting new developments of the CiviCRM user interface from CiviHR into CiviCRM. But the changes are more then skin deep and during the session we will run through the story of how we developed a new design language for CiviCRM, talk about some of the technical challenges that we needed to overcome and finally we’ll be lifting the lid on the new look and feel! We’ll also be showing some of the exciting new developments that will be using the new interface design, including the new drag and drop mailing module, the overhaul of CiviCase and the future of CiviHR.

Suitable for:
New users/evaluators
Advanced users
Advanced administrators/implementors
New developers

 


User/Evaluator Track

Migrating to CiviCRM: What to expect, with lessons from recent migrations

2:45 pm, Day 1 (Monday) in Ballroom Theatre

Presentation by Allen Shaw

For organizations considering a move to CiviCRM, an important question involves migrating existing data. Most organizations are not coming to CiviCRM with a blank slate and an idealized list of requirements, but instead already have a wealth of valuable contact data stored in one or more legacy systems, and existing workflows built around those systems. In this session we'll look at two recent projects migrating several years' worth of existing contact data into CiviCRM from proprietary fee-licensed CRM systems, including an overview of the entire migration process and an examination of important steps along the way. Plot spoiler: everybody wins in the end. (Slides for this talk are at this URL: https://www.slideshare.net/TwoMice/migrating-to-civicrm-75798033)

Suitable for:
New users/evaluators
New administrators/implementors
Advanced administrators/implementors

Download presentation: Migrating-to-CiviCRM.pdf


Administrator/Implementer Track

When should I upgrade? Navigating issues, release candidates, and the cost of change

4:00 pm, Day 1 (Monday) in Ballroom Theatre

Presentation by Andrew Hunt

A new version of CiviCRM is released each month. Each release brings improved features and fixes bugs, but it also may introduce new bugs. Upgrading CiviCRM takes time, so it isn't cost-effective to always upgrade to the latest release. However, falling behind raises the stakes for the inevitable upgrade you do make, and it can leave you with persistent annoyances or security vulnerabilities. After attending this session, you'll come away with strategies for keeping your site updated while not feeling like you're on a hamster wheel of upgrades. We'll cover the tools available for you to evaluate and prioritize releases for upgrading as well as opportunities to see what's coming in future releases. Finally, you'll learn how to be proactive about release testing to make sure you're confident and prepared for an upgrade--and to help the wider community in the process. Slides are a zooming SVG, available at https://aghstrategies.com/content/when-should-i-upgrade-navigating-issues-release-candidates-and-cost-change

Suitable for:
Advanced users
New administrators/implementors
New developers

 


Administrator/Implementer Track

How CiviCRM integrates with Drupal, WordPress, Joomla?

4:00 pm, Day 1 (Monday) in Concert Hall

Presentation by Steven Kessler

Integrate CiviCRM directly into your CMS to expand the use of your CiviCRM data. Enhance the presentation of CiviCRM, build self-service portals, and much more. We will look at examples from Drupal, WordPress, and Joomla. This session will show concrete examples of what is possible.

Suitable for:
New users/evaluators
New administrators/implementors
New developers

Download presentation: 20170507 CiviCRM CMS Integration.pptx


Developer Track

Tools for testing CiviCRM sites

4:00 pm, Day 1 (Monday) in Piano room

Presentation by Chris Burgess

Approaches to testing CiviCRM interface in production, and monitoring live sites using testing tools.

Suitable for:
Advanced users
Advanced administrators/implementors
New developers
Advanced developers

 


On : Day 2 (Tuesday)

Administrator/Implementer Track

How to setup an event of events

9:30 am, Day 2 (Tuesday) in Ballroom Theatre

Presentation by Dana Skallman and Andrew Hunt (co-presenting)

* Does your organization have a large conference or gathering? * Does this main event consist of multiple events, i.e. workshops, gala, tours, etc.? * Do you want to offer membership signup during event registration? If so, join us to learn how you can use CiviEvent to allow your constituents to register for the primary event and choose what specific things they will attend. In doing this you will have the following benefits: * An accurate participant count for each event * Additional fees for each add-on event * Separate reports of attendees for each event This session is recommended for anyone who uses CiviCRM for event registration.

Suitable for:
New users/evaluators
Advanced users
New administrators/implementors
Advanced administrators/implementors

 


Developer Track

Unit Testing

9:30 am, Day 2 (Tuesday) in Piano room

Presentation by Frank J. Gómez

Topics to be covered: How do you write a test? How do you run tests? How to test APIs vs. BAOs vs. Angular directives vs. core code vs. extension code?

Suitable for:
New developers
Advanced developers

 


User/Evaluator Track

Create Richer Constituent Engagement through Custom Portals

9:30 am, Day 2 (Tuesday) in Concert Hall

Presentation by David Schafer

Using CiviCRM offers organizations the opportunity to build richer engagement with their constituents. In this session, you'll learn how CiviCRM's built-in components in conjunction with various CMS platforms provide this capability. We review the CiviCRM built-in constituent dashboard and show several examples of portal implementations.

Suitable for:
New users/evaluators
Advanced users
New administrators/implementors

 


Administrator/Implementer Track

Volunteer Management with CiviCRM-Today and Beyond!

11:00 am, Day 2 (Tuesday) in Ballroom Theatre

Presentation by Frank J. Gómez

CiviVolunteer continues to evolve to better serve the needs of constituents who want to donate their time, and volunteer managers looking to match people with opportunities at their organizations. There have been numerous improvements, bug fixes and even some enhancements for developers looking to build on the platform. For constituents who want to donate their time to an organization, the sign-up process for volunteer opportunities has an improved user experience. Administrators and back-end users have new capabilities to streamline operations. Frank Gomez and Michael Daryabeygi of Ginkgo Street Labs will discuss how these new features can be used as a tool to recruit and manage this important constituency, and preview future upcoming developments.

Suitable for:
New users/evaluators
Advanced users
New administrators/implementors
Advanced administrators/implementors

 


Developer Track

The future of the api

11:00 am, Day 2 (Tuesday) in Piano room

Roundtable/Panel discussion by Coleman Watts

The community and core team are hard at work on a next-generation API for CiviCRM. An api is an "Application Program Interface" used to create, read, update or delete information in the database. It is used by extensions, 3rd-party integrations, customzations, and increasingly by the core CiviCRM software itself. CiviCRM currently ships with api version 3, which has many excellent features but also some limitations which hinder development of api-based applications. This session will present: - New developments in api v3 - Limitations of v3 we are addressing in v4 - Roadmap for v4 - What do YOU want to see in this new api, and how can you help make it happen?

Suitable for:
Advanced users
Advanced administrators/implementors
New developers
Advanced developers

 


Administrator/Implementer Track

An in depth look at Caldera Forms CiviCRM

2:45 pm, Day 2 (Tuesday) in Ballroom Theatre

Presentation by Dana Skallman

In this session we will explore the Caldera Forms CiviCRM integration plugin. This form builder integration became available in the last year and provides WordPress with a more flexible form builder that adds or updates contact data in CiviCRM. We will explore: * How to setup form fields * What type of contact data can added to CiviCRM * How to use processors to get data into CiviCRM * What is the development roadmap for new features To get the most out of the session and follow along, setup a WordPress CiviCRM site where we can learn together. You'll need to install the following plugins: * https://wordpress.org/plugins/caldera-forms/ * https://github.com/mecachisenros/caldera-forms-civicrm/tree/0.4 If you're an CiviCRM Administrator you'll walk away with a new tool you can start using immediately in your organization. If you're a developer, you'll see what can be done today and learn how you can support continued development.

Suitable for:
New users/evaluators
Advanced users
New administrators/implementors
Advanced administrators/implementors
New developers
Advanced developers

 


Developer Track

Sysadmin BoF

2:45 pm, Day 2 (Tuesday) in Piano room

Roundtable/Panel discussion by Jon Goldberg

A roundtable discussion to hear about and share the details of how to administer servers with CiviCRM, and especially administering multiple instances. Let's discuss your experiences with deployment tools, monitoring, DevOps, containerization, backups, testing and more.

Suitable for:
Advanced administrators/implementors
New developers
Advanced developers

 


User/Evaluator Track

Mail Deliverability & You: What to do when your emails go to spam, and how to prevent it in the future.

2:45 pm, Day 2 (Tuesday) in Concert Hall

Presentation by Tommy Bobo

Spam happens. As spammers get more sophisticated the goal posts move for all senders, including you. Inevitably one of your mass mailings will end up going to spam. Learn how to debug your emails, how to get back in the inbox, and stay off blacklists.

Suitable for:
New users/evaluators
Advanced users
New administrators/implementors
Advanced administrators/implementors

 


Administrator/Implementer Track

Successful Preparation for Cost Effective CRM Design and Implementation

4:00 pm, Day 2 (Tuesday) in Ballroom Theatre

Roundtable/Panel discussion by Ken Dickerson

The path to successful and cost effective CRM design and implementation is through the preparatory Organizational Development work that all Project Teams can engage in to clearly identify, spell out, and organize the CRM system objectives and the data points in question. Comprehensively detailed Work Flows, Operational Spreadsheets that maximize the integration of the relational data points pre-CRM or pre-CRM expansion, and Project Management systems and tools which optimize the definition and description of the Project Specs for your contracted CRM team are all necessary to manage revenue and where and how it is being invested. This preparatory work is essential as is the follow through on maintaining feedback loops that keep this CRM train rolling through Work Flow -> Operational Spreadsheets -> Project Management -> Project Specs -> Configuration and Custom Coding -> Testing and Implementation -> Deployment of CRM Integrated Operations -> CRM Systems Maintenance -> Evolving CRM Operations process. Hear from an experienced CiviCRM User/ System Designer who took a 30 year old non-profit from a defunct FileMaker Pro database system and operations reliant upon outdated technology to an integrated CiviCRM system linking website, conference and event registration, operations, and contact databases. This process took place over four years, during three in-house staff re-organizations, and utilized two CiviCRM development companies! During this transition, the organization's finances doubled in size, fund raising drives tripled, and the Fellowship and Scholarship fund increased by 1000%. Additionally, staff efficiency increased by 30%-50%. The power of the modern office can be yours for a price you can afford if you maximize the effectiveness of your discovery and design phase and move into configuration and customizing your CRM using the principles of reverse engineering, evolutionary design, and rigorous feedback loops to inform your build out. That and understanding how to maximize the out of the box genius of CiviCRM Presenter: Ken Dickerson, Executive Director, Nor Cal Agricultural Cooperative former Executive Director of the Ecological Farming Association

Suitable for:
New users/evaluators
Advanced users
New administrators/implementors
Advanced administrators/implementors
New developers
Advanced developers

 


User/Evaluator Track

CiviHR - v1.6 to v1.7 and beyond!

4:00 pm, Day 2 (Tuesday) in Piano room

Presentation by Jamie Novick

HR is hard. Especially for non profits who not only have to track employees, but a high turnover of temporary staff and volunteers as well. Currently, the only option for non profit organisations are a suite of expensive commercial solutions designed for companies, or a raft of homegrown systems, spreadsheets and processes. Based on CiviCRM and Drupal, CiviHR is a unique project that creates a great open source human resource management software for non-profit organisations. During this session you'll get a chance to see what CiviHR can do for your organisation, what our latest developments are and whats on the roadmap for the future. To find out more about CiviHR see the CiviHR website: https://www.CiviHR.org

Suitable for:
New users/evaluators
New administrators/implementors
Advanced administrators/implementors

 


User/Evaluator Track

The power of one: merging 17 chapter databases into one

4:00 pm, Day 2 (Tuesday) in Concert Hall

Case Study by Nicolas Ganivet

The ARCS organization approached Cividesk to upgrade and improve the CiviCRM instances of the global organization and their 17 chapters. After auditing the current system, Cividesk recommended that these 17 chapter databases be merged with the global organization's database in one large multi-site install. The only issue: no-one had done this before, and this has been quite a challenge. This presentation will go over the challenges faced by ARCS, the trade-offs considered while making the decision to move to multi-site, the process of merging the databases, the benefits of the new solution as well as potential improvements for CiviCRM multi-site.

Suitable for:
New users/evaluators
Advanced users
New administrators/implementors
Advanced administrators/implementors

 


User/Evaluator Track

Super Surveys and Fancy Forms

4:00 pm, Day 2 (Tuesday) in Ballroom Theatre

Presentation by Michael Daryabeygi

A key component of a CRM strategy is the ability to collect data about your constituents. CiviCRM’s ability to present web-based forms and store the results in the database enables your fundraising and communications staff to target and engage more effectively. Michael Daryabeygi and Frank Gomez will discuss several methods of web-based data collection through forms and surveys on different CMS platforms.

Suitable for:
New users/evaluators
New administrators/implementors