Day 1

12:00pm - 1:00pm

Conference Check-in

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1:00pm  - 1:25pm 

Beginning Bonds: Welcome & Networking Kickoff

Kick off the conference with us with a warm welcome from Traction Rec and the YMCA of Greater Philadelphia. 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.

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1:25pm - 2:05pm 

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.

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Retention in Action: Learn, Do, Retain - Breakout Sessions & Hands-on Workshop 

2:20pm - 3:10pm 

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.

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2:20pm - 3:10pm 

Breakout II: Recruitment + Engagement = Retention

This wouldn't be a user conference without breaking down dashboards! We'll cover a data strategy for reporting and dashboards to not only help enhance user adoption but also set robust benchmarks for success.

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2:20pm - 3:10pm 

Hands-on Keyboard: Tips and Tricks and Training 

Empower your organization with retention-boosting strategies, focusing on SOQL queries. This hands-on session is designed for admins and super-users to share insights, discuss best practices, and, most importantly, apply these techniques alongside our specialists..

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3:10pm - 3:15pm 

Break

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3:15pm -4:15pm 

Partner Spotlight on AI: Presented by Salesforce

As a trailblazer in Agentic AI, Salesforce will unveil their 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.

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4:15pm -4:30pm 

Client Case Study 

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4:30pm - 5:00pm 

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.

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6:00pm - 9:00pm 

Dinner Sponsored by Traction Rec

Join us for a delightful evening and enjoy a perfect blend of great music, delicious bites, and share plenty of laughs at Estia Restaurant (1405-07 Locust St).

Day 2

9:00am - 9:45am 

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.

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9:45am - 10:15am

Partner Spotlight : The Power of Collaboration: Exploring Assistive Technology by Temple University

This session will share information about training and resources to support disability inclusive services. Attendees will learn about industry training available through Temple University School of Sport, Tourism & Hospitality Management (STHM) and Temple TechOwls that focus on the power of Assistive Technology and creating welcoming experience for your stakeholders with disabilities.

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10:15am - 10:25am 

Break 

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Engage, Explore, Execute: Elevating Your Reports Through Breakouts and Hands-On Workshops 

10:25am - 11:10am 

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 in this session. 

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10:25am - 11:10am

Breakout II: Displaying Key Account and Contact Information for Your Team

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.

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11:10am - 11:15am 

Break 

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Focused Conversations - Roundtable Discussions

11:15am - 12:00pm 

Discussion I: Igniting Client Engagement: Design your Data Strategies Across the Client Cycle

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.

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11:15am - 12:00pm

Discussion II:  Elevated 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.

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11:15am - 12:00pm

Discussion III: The Change Playbook: Insider Strategies for a Smooth Transition

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.

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12:00pm - 1:00pm 

Lunch

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1:00pm - 1:15pm 

Client Case Study

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Integrating Success: Real-World Insights and Best Practices for Optimizing Salesforce Integrations

1:15pm - 1:45pm 

Integrations Demo Jam

Get ready for an exciting, fast-paced game show-style demo session where our integration partners showcase their innovative solutions for Ys!

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1:45pm - 2:45pm 

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.

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2:45pm - 2:50pm 

Break

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Networking for Growth: Collaborating on Finance, Upgrades, and Business Process Innovation - Breakout Sessions

‍‍2:50pm - 3:40pm 

Breakout I: Mastering Financial Insights: Best Practices in Revenue Recognition, Reporting, and Dashboards

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.

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2:50pm - 3:40pm 

Breakout II: Engage & Influence: Live Demo and Product Feedback Session

Provide your valuable product feedback in this hands-on live demo session of Traction Rec features! Help shape the future of the platform, ensuring it meets the needs of users like you. Influence the development of AgentForce while experiencing its features firsthand!

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2:50pm - 3:40pm 

Breakout III: Reports? We've Got Your Back!

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.

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3:40pm - 3:50pm 

Break

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3:50pm - 4:30pm 

Understanding and Adopting New Features

‍Get hands-on through the process of understanding and 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. workflows.

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4:30pm - 5:00pm 

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.

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5:30pm - 6:30pm

Happy Hour 

After a full day of conference sessions and learning, what better way to recharge than with a relaxing happy hour and great company at SPIN Philadelphia (211 S 15th St.)

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6:30pm  

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.

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Day 3

9:00am - 9:30am 

Client Success Spotlight: Success with Financial Assistance at the Philadelphia YMCA

Join the Philadelphia YMCA as they share their success with implementing a streamlined financial assistance flow. Learn how it has improved approval processes, and how user adoption contributed to better results. Let's embrace changes that tailor processes to your unique needs, ultimately benefiting more clients.

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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.

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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.

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10:45am - 11:15am

Client Success Spotlight:  Enhancing the Childcare Registration Process at Delaware YMCA

This presentation will showcase how the Delaware YMCA successfully streamlined the childcare registration process, saving valuable time and improving efficiency. By implementing a new approach, they were able to simplify operations and enhance overall productivity, demonstrating the power of innovative solutions in the childcare industry.

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11:15am - 11:45am 

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.

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11:45am - 12:45pm 

Lunch

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12:45am - 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.

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