Join us for three days at the Jewish Community Center of Greater Pittsburgh. Whether you're a team member, tech admin, or executive leader, this conference has something for everyone.
We're excited to be diving into engaging conversations that spark new ideas, valuable learning experiences that will equip you with actionable strategies, and some fun activities to help individuals connect and enjoy. Most of all, we’re excited to reconnect, celebrate each other, and cheer on your successes. It’s all about supporting one another so we can better support our communities.
ALL interested JCC organizations are welcome to join!
While typically designed for our customers, we're extending an invitation to all interested JCC organizations seeking to learn more about Traction Rec, and from each other. Reach out to us if you'd like to learn more, or RSVP now and save your spot!
Robinson Building
5738 Darlington Road, Pittsburgh, PA 15217
Register
Following the success of last year's conference, we expect a lot of the same, and then some! We'll have sessions ready for everyone, whether you're a tech-savvy pro or just starting your Traction Rec journey. Attendees will get the chance to really join in and are encouraged to share their experiences and what they've learned, and would like to learn.
There is no registration fee to attend this event, but you'll need to handle your travel and where you crash for the night.
The conference will take place at the JCC of Greater Pittsburgh with optional activities located nearby. We’ve blocked a limited number of rooms:
Courtyard by Marriott Pittsburgh University Center
100 Lytton Avenue, Pittsburgh, PA 15213 US
Located 2.1 miles from the JCC of Greater Pittsburgh
Tel: 412.682.6251
Reservation Link (Rooms reserved until 03/09/2025)
Remember to mention that you are with Traction Rec when calling to make the booking!
Before we dive into the main event, we'll be connecting with a pre-game warm up in Slack. If you're not already part of our Slack community channels, just give a shout to Lauren Goldman (Customer Engagement Specialist) to get set up.
Any other event-related questions? Reach out to us.
Register
Join us for three days at the Jewish Community Center of Greater Pittsburgh. Whether you're a team member, tech admin, or executive leader, this conference has something for everyone.
We're excited to be diving into engaging conversations that spark new ideas, valuable learning experiences that will equip you with actionable strategies, and some fun activities to help individuals connect and enjoy. Most of all, we’re excited to reconnect, celebrate each other, and cheer on your successes. It’s all about supporting one another so we can better support our communities.
ALL interested JCC organizations are welcome to join!
While typically designed for our customers, we're extending an invitation to all interested JCC organizations seeking to learn more about Traction Rec, and from each other. Reach out to us if you'd like to learn more, or RSVP now and save your spot!
Robinson Building
5738 Darlington Road, Pittsburgh, PA 15217
Robinson Building
5738 Darlington Road, Pittsburgh, PA 15217
Following the success of last year's conference, we expect a lot of the same, and then some! We'll have sessions ready for everyone, whether you're a tech-savvy pro or just starting your Traction Rec journey. Attendees will get the chance to really join in and are encouraged to share their experiences and what they've learned, and would like to learn.
There is no registration fee to attend this event, but you'll need to handle your travel and where you crash for the night.
The conference will take place at the JCC of Greater Pittsburgh with optional activities located nearby. We’ve blocked a limited number of rooms:
Courtyard by Marriott Pittsburgh University Center
100 Lytton Avenue, Pittsburgh, PA 15213 US
Located 2.1 miles from the JCC of Greater Pittsburgh
Tel: 412.682.6251
Reservation Link (Rooms reserved until 03/09/2025)
Remember to mention that you are with Traction Rec when calling to make the booking!
Before we dive into the main event, we'll be connecting with a pre-game warm up in Slack. If you're not already part of our Slack community channels, just give a shout to Lauren Goldman (Customer Engagement Specialist) to get set up.
Any other event-related questions? Reach out to us.
Join us for three days at the Jewish Community Center of Greater Pittsburgh. Whether you're a team member, tech admin, or executive leader, this conference has something for everyone.
We're excited to be diving into engaging conversations that spark new ideas, valuable learning experiences that will equip you with actionable strategies, and some fun activities to help individuals connect and enjoy. Most of all, we’re excited to reconnect, celebrate each other, and cheer on your successes. It’s all about supporting one another so we can better support our communities.
ALL interested JCC organizations are welcome to join!
While typically designed for our customers, we're extending an invitation to all interested JCC organizations seeking to learn more about Traction Rec, and from each other. Reach out to us if you'd like to learn more, or RSVP now and save your spot!
Robinson Building
5738 Darlington Road, Pittsburgh, PA 15217
Following the success of last year's conference, we expect a lot of the same, and then some! We'll have sessions ready for everyone, whether you're a tech-savvy pro or just starting your Traction Rec journey. Attendees will get the chance to really join in and are encouraged to share their experiences and what they've learned, and would like to learn.
There is no registration fee to attend this event, but you'll need to handle your travel and where you crash for the night.
The conference will take place at the JCC of Greater Pittsburgh with optional activities located nearby. We’ve blocked a limited number of rooms:
Courtyard by Marriott Pittsburgh University Center
100 Lytton Avenue, Pittsburgh, PA 15213 US
Located 2.1 miles from the JCC of Greater Pittsburgh
Tel: 412.682.6251
Reservation Link (Rooms reserved until 03/09/2025)
Remember to mention that you are with Traction Rec when calling to make the booking!
Before we dive into the main event, we'll be connecting with a pre-game warm up in Slack. If you're not already part of our Slack community channels, just give a shout to Lauren Goldman (Customer Engagement Specialist) to get set up.
Any other event-related questions? Reach out to us.
Join us for three days at the Jewish Community Center of Greater Pittsburgh. Whether you're a team member, tech admin, or executive leader, this conference has something for everyone.
We're excited to be diving into engaging conversations that spark new ideas, valuable learning experiences that will equip you with actionable strategies, and some fun activities to help individuals connect and enjoy. Most of all, we’re excited to reconnect, celebrate each other, and cheer on your successes. It’s all about supporting one another so we can better support our communities.
ALL interested JCC organizations are welcome to join!
While typically designed for our customers, we're extending an invitation to all interested JCC organizations seeking to learn more about Traction Rec, and from each other. Reach out to us if you'd like to learn more, or RSVP now and save your spot!
Robinson Building
5738 Darlington Road, Pittsburgh, PA 15217
Register
Following the success of last year's conference, we expect a lot of the same, and then some! We'll have sessions ready for everyone, whether you're a tech-savvy pro or just starting your Traction Rec journey. Attendees will get the chance to really join in and are encouraged to share their experiences and what they've learned, and would like to learn.
There is no registration fee to attend this event, but you'll need to handle your travel and where you crash for the night.
The conference will take place at the JCC of Greater Pittsburgh with optional activities located nearby. We’ve blocked a limited number of rooms:
Courtyard by Marriott Pittsburgh University Center
100 Lytton Avenue, Pittsburgh, PA 15213 US
Located 2.1 miles from the JCC of Greater Pittsburgh
Tel: 412.682.6251
Reservation Link (Rooms reserved until 03/09/2025)
Remember to mention that you are with Traction Rec when calling to make the booking!
Before we dive into the main event, we'll be connecting with a pre-game warm up in Slack. If you're not already part of our Slack community channels, just give a shout to Lauren Goldman (Customer Engagement Specialist) to get set up.
Any other event-related questions? Reach out to us.
12:00pm - 12:30pm
Conference Check-in
12:30pm - 1:30pm
Beginning Bonds: Welcome & Networking Kickoff
Kick off the conference with us with a warm welcome from Traction Rec and the JCC of Greater Pittsburgh. This opening session is all about bringing people together, setting the tone for an eventful gathering where we can come together to shape the essence of this conference.
1:30pm - 2:15pm
Navigating Tomorrow: Traction Rec's Future Road Map
A sneak peek into Traction Rec's future trajectory of innovation and growth. We'll unveil the latest updates and provide an overview of forward-thinking developments in our product and focus.
2:15pm - 2:25pm
Break
2:25pm -3:10pm
Stretch and refresh: Site Facility Tour
Pause and recharge before we take you on a guided facility tour of the JCC of Greater Pittsburgh. You'll get a chance to explore the key features and spaces that give the site its distinctive charm.
3:15pm -4:15pm
Spotlight on AI: Agentforce
As a trailblazer in Agentic AI, we will unveil Salesforce's latest innovation, Agentforce, and demonstrate how the Y community can leverage this cutting-edge technology to transform operations, optimize workflows, and take the member experience to new heights.
Retention in Action: Learn, Do, Retain - Breakout Sessions
4:20pm - 5:00pm
Breakout I: User Adoption
Dive into onboarding and training best practices, including tailored Traction Rec’s tips for overcoming employee turnover challenges. Teams are encouraged to share their experiences and use cases, learn from one another about what’s working well and identify areas for improvement in this collaborative breakout.
4:20pm - 5:00pm
Breakout II: Recruitment + Engagement = Retention
This wouldn’t be a user conference without breaking down dashboards! We’ll cover an intentional data driven strategy for recruitment and engagement efforts and dashboards to not only help enhance user adoption but also set robust benchmarks for success.
4:20pm - 5:00pm
Breakout III: Tips and Tricks and Training
Empower your organization with retention-boosting strategies, focusing on SOQL queries. This peer-led breakout is designed for admins and super-users to share insights, discuss best practices, and uncover opportunities to refine techniques for impactful results.
5:00pm - 5:15pm
Break
5:15pm - 5:45pm
PartnerPower Networking
Take advantage of this dedicated time to connect with partners and explore how you can broaden the scope of Traction Rec. An excellent opportunity to share ideas, build relationships, and collaborate on ways to extend and enhance the impact of Traction Rec.
6:00pm - 9:00pm
Dinner at JCC Pittsburgh – Catering by Aladdin. Sponsored by Traction Rec
Join us for a delightful evening featuring a buffet from Aladdin. Enjoy a perfect blend of great music, delicious bites, and share plenty of laughs with the big JCC family.
8:45am - 9:30am
Leveling Up: Top Features to Unlock in Version 60
Elevate your expertise in Version 60 with a deep dive into its latest features, most utilized functionalities, and top performance benefits.
9:30am -10:00am
Peer Spotlight: JCC of Greater Pittsburgh - A Day in the Life Of
The JCC of Greater Pittsburgh will guide us through their day-to-day operations, sharing how Traction Rec supports their members, staff, and programs.
Engage, Explore, Execute: Elevating Your Reports Through Breakouts and Hands-On Workshops
10:00am - 10:45am
Breakout I: Executive Dashboards for Admins and Executives
Uncover the processes involved in collecting and reviewing data for reporting in this session. You’ll learn how to put together executive dashboards that effectively present key metrics, all while aligning with industry standards.
10:00am - 10:45am
Breakout II: Seeing Through Data for Optimization
Explore how different departments enhance operations and productivity by leveraging data to optimize workflows. Take away practical strategies and tools for implementing data-driven process improvements for your org.
10:45am - 11:00am
Break
Focused Conversations - Roundtable Discussions
11:00am - 11:45pm
Discussion I: Unlocking Data: Collaborative Strategies for Managing It Better Together
Discover how to manage data at different stages of the client journey, whether working with new clients or long-term relationships. In this breakout roundtable, attendees will connect with peers to learn data strategies that enhance engagement and retention throughout the customer lifecycle.
11:00am - 11:45pm
Discussion II: Elevating Digital Experience for Stronger Member Relationships
A well-crafted digital member experience matters in driving community engagement and fostering long-term loyalty. Let’s delve into how to enhance digital touchpoints to ensure members feel valued and supported every step of the way.
11:00am - 11:45pm
Discussion III: Leveraging Tools for Successful Change Management & User Adoption
Change is challenging. We’ll share key insights and strategies based on real-world examples, focusing on managing resistance, fostering communication, and guiding smooth transitions. Walk away with practical tips to ensure the successful adoption of new processes or technologies within your organization.
11:45pm - 12:30pm
Lunch
Integrating Success: Real-World Insights and Best Practices for Optimizing Salesforce Integrations
12:30pm - 1:15pm
Integrations DemoJam!
This client-led panel will explore the various integrations available with Traction Rec, shedding light on how to choose the right tools, with current use cases and discussions on how these integrations enhance workflows and drive informed decision-making..
1:15pm - 2:00pm
Round Tables - Diving into Integrations
Ask questions and learn directly from integration experts in this roundtable, where we’ll highlight common integrations tested by clients, share real-world insights on their effectiveness, and explore ways to optimize Salesforce integrations for your unique needs.
Networking for Growth: Collaborating on Finance, Upgrades, and Business Process Innovation - Breakout Sessions
2:00pm - 3:00pm
Breakout I: Engage & Influence: Live demo and Product Feedback Session
Let's try it out together! In this hands-on workshop, we’ll guide you step-by-step through system upgrades, ensuring smooth adoption and transition while maximizing the benefits of all the new features. You’ll gain practical experience and learn how to integrate upgrades into your workflows with our guidance.
2:00pm - 3:00pm
Breakout II: Business Processes and Reporting within Departments
Uncover key business processes and reporting across programs, membership, operations, and finance, with a focus on best practices and exchange effective strategies. Connect with other users, engage in discussions, and dive into real-world use cases to enhance your understanding and application of these processes.
2:00pm - 3:00pm
Breakout III: Mastering Financial Insights: Best Practices in Revenue Recognition, Reporting, and Dashboards with Traction Rec
Let's talk about optimizing financial operations. We’ll cover key topics like revenue recognition, essential financial reports, and the role of finance dashboards in driving strategic insights. Additionally, we’ll explore best practices for managing credit card payments and ACH transactions. Gain the knowledge you need to make informed, data-driven decisions and strengthen your organization’s financial foundation.
3:00pm - 3:15pm
Break
3:15pm - 4:00pm
From Ideation to Innovation: Upgrades: Understanding and Adopting New Features
Get hands-on through the process of adopting new features in system upgrades, ensuring a smooth transition and maximum benefit. Attendees will gain practical experience exploring the latest upgrades, with expert guidance on how to implement them effectively within their own organization and workflows.
4:00pm - 4:30pm
PartnerPower Networking
Take advantage of this dedicated time to connect with partners and explore how you can broaden the scope of Traction Rec. An excellent opportunity to share ideas, build relationships, and collaborate on ways to extend and enhance the impact of Traction Rec.
4:30pm - 5:30pm
Happy Hour at Silk Elephant
After a long day of conference sessions and learning, what better way to recharge than with a refreshing drink and authentic Thai-style snacks? Join us for a relaxing happy hour at Silk Elephant, where you can enjoy great company and share a few laughs!
5:30pm
Unwind with local fun and dining experiences
This is your time with no set agenda. We invite you to explore some of the local activities and dining experiences in the area, and we're happy to offer a list of great suggestions.
9:00am - 9:30am
Case Study: Celebrate Success with Upace
Examine a case study where a J turned challenges into opportunities with Upace & Traction Rec, see firsthand how we drives success, and gain actionable takeaways to apply in your own organization.
9:30am - 10:15am
Roundtable Discussion: Leveraging Traction Rec with Departmental Wins
Wondering how other orgs align their tech strategies to meet the unique needs of every department, from membership to childcare, finance to IT? Let’s break it down and learn from each other, exchanging ideas on how to leverage technology to drive efficiency while meeting the specific needs of each area.
10:15am - 10:45am
Data-Driven Decisions: Mastering Reporting and Dashboards for Enhanced Financial Visibility and Strategy
Spending smart, spending right is the key to optimizing resources. Discover how to leverage reporting and dashboards to enhance decision-making, providing practical tips and proven strategies to boost visibility, streamline workflows, and drive data-driven choices that improve financial performance.
10:45am -11:00am
Maximize Efficiency: Use Case Sharing with Mandel JCC
Learn how Traction Rec and Salesforce streamline operations to boost productivity, reduce administrative tasks, and maximize efficiency. Gain inspiration from other Js and expert tips on freeing up staff to focus on your missions.
11:00am - 11:30am
Archiving with Purpose: Best Practices for Data Retention, Compliance, and System Optimization
Explore best practices for data archiving that not only create secure and efficient processes to preserve important data but also free up valuable storage space. Gain insights into managing data retention, ensuring compliance, and optimizing system performance with effective archiving techniques.
11:30am - 12:30pm
Lunch
12:30am - 1:00pm
Reflection and closing insights
As we draw the curtain on an inspiring event, we will reflect on the highlights, and collect your valuable feedback. This marks the perfect conclusion to our time together, expressing our gratitude as we bid farewell and eagerly anticipate the next year's conference.