Sessions

From beginners to experienced developers, everyone has something new to learn about CiviCRM. Sessions and workshops this year at CiviCon are better and more numerous than ever before! We've got something for everyone.

Presentations on day one will be shorter and more concentrated. Workshops on day two will be a little longer and feature discussion, exercises and audience participation.

The conference program is organized into audience-oriented tracks, providing you flexibility and control over your experience. From case studies and “how to” sessions, to in-depth code review, the program will cover a diverse array of topics, session types, and representative organizations -- ensuring you the opportunity to view broadly, and go deeply, into the CiviCRM community. In addition, the help desk will be open at various times throughout the conference to provide one-on-one consulting advice.

Day 1 Schedule            Day 2 Schedule

Our sessions are aimed at users, implementors and developers.

User Schedule            Implementer Schedule            Developer Schedule

Complete session list

Session Description More info
Welcome to CiviCon and Keynote We'll kick off the day with recognition and thanks for the sponsors and volunteers that made this day possible as well as general logistics. Then Holly Ross, the Executive Director of the Drupal Assocation, will deliver the conference keynote: Web Experience Management We all think of data as that stuff with decimal points that bar graphs are... read more

with Dave Greenberg

Time: Thursday
9:00 am to 9:45 am

Audience: User, Implementer, Developer
Type: Presentation
What's New in CiviCRM 4.4 and Coming in 4.5 Session slides are now available on Prezi. A new version of CiviCRM is on its way.  What does 4.5 have that previous versions don't? What's cool in 4.4 that you may not have tried yet. This user-oriented session will explain in plain language (with examples) the better known and lesser known features that 4.4 and 4.5 introduce to CiviCRM including... read more

with Dave Greenberg, Kurund Jalmi

Time: Thursday
10:00 am to 11:00 am

Audience: User, Implementer
Type: Presentation
Tales from the Trenches - CiviCRM Support to Nonprofits In this presentation, we will provide some real-life tales from providing support for CiviCRM for three years to scores of nonprofit clients. We'll share best practices in creating a streamlined support process, categorize clients, educate on risk areas and other "gotchas". We will provide tips on how to best address common situations, for example... read more

with Lisa Rau

Time: Thursday
10:00 am to 11:00 am

Audience: User, Implementer, Developer
Type: Presentation
CiviCRM Entities: Creating Enhanced Event Info and Registration including Openlayers mapping pages With the advent of the CiviCRM Entity and Webform CiviCRM modules and the use of Drupal modules such as Entity Reference and EVA, site-builders can create enhanced user interfaces to CiviCRM Entities such as events. Using only Drupal site building techniques, one can build pages which combine the display of any Drupal Entity including Content... read more

with Mark Hanna

Time: Thursday
10:00 am to 11:00 am

Audience: Implementer, Developer
Type: Presentation
Grantmaking and Grantseeking Most nonprofits deal with grants one way or another: as grantmakers, grantseekers, or both.  CiviCRM can help you manage both, and CiviGrant is only one part of the solution. For grantmakers, we will cover how to enable and configure CiviGrant along with ideas for how to manage inquiries, proposals, decisionmaking among a committee, and... read more

with Andrew Hunt

Time: Thursday
10:00 am to 11:00 am

Audience: User, Implementer
Type: Presentation
Fundraising with CiviCRM In this session we’ll review how two midsize non-profit organizations, Secular Student Alliance and San Francisco Baykeeper, have taken advantage of customizing CiviCRM to implement donor-centered fundraising. Donor-centered fundraising is a donor management approach based on 10 years of research by Penelope Burk on what donors want from the non-... read more

with Jessica Kirsner, Secular Student Alliance, Eliet Henderson, San Francisco Baykeeper

Time: Thursday
11:15 am to 12:15 pm

Audience: User
Type: Presentation
Take your API skills to the next level This session will give CiviCRM developers of all skill levels some new tools to stick in their utility belt. We'll cover: Exploring the API explorer The new "getlist" api for quicksearch and autocompletes CRM.api3 for a sugary client-side treat Several flavors of unit testing And more

with Coleman Watts

Time: Thursday
11:15 am to 12:15 pm

Audience: Developer
Type: Presentation
Hosting Options and Performance Improvements Learn how to choose from the variety of hosting levels and provider offerings. There is a myriad of options from shared hosting, VPS, managed instances, dedicated servers, and CiviCRM-specific providers. What are the important indicators so that you can choose the most appropriate option? Can you really do more with less? What level of access do... read more

with Peter Petrik

Time: Thursday
11:15 am to 12:15 pm

Audience: Implementer, Developer
Type: Presentation
CiviHR: The Journey So Far, and What's Next A year ago, CiviHR was just a blueprint. It was introduced to a wider audience at CiviCON 2013 (http://sf2013.civicrm.org/introducing-civihr) with a rationale, proposed functions, and timeline. It is a matter of great joy that at CiviCON 2014, we shall able to present a live demo of CiviHR to show how far it has come and what we plan to take up... read more

with Andrew Tombs, Ruchi Kumar

Time: Thursday
11:15 am to 12:15 pm

Audience: User, Implementer
Type: Presentation
Birds of a Feather Sessions "Birds of a Feather" groups are self-organized discussions about topics of mutual interest. Participants will be posting discussion topics during the morning and then folks can join a group based on their interests. In prior conferences, sessions have included: Social media and CiviCRM Documentation working group User to user support (forums and... read more

with

Time: Thursday
1:15 pm to 2:15 pm

Audience: User, Implementer, Developer
Type: Discussion group
CiviVolunteer is Here to Manage Your Volunteers This presentation will showcase the new CiviVolunteer module of CiviCRM. CiviVolunteer extends CiviCRM to help organizations manage their volunteers -- recruiting, training, assignment, and scheduling through to tracking and rewards programs. The extension focuses on scheduling and reporting volunteer hours, as well as lay a solid foundation for... read more

with Frank Gómez

Time: Thursday
2:15 pm to 3:15 pm

Audience: User, Implementer, Developer
Type: Presentation
Creating a document management system with CiviCRM and Drupal Learn how to create a two-way connections beween various Drupal nodes and CiviCRM contacts.  The examples we will explore will be connecting each organic group to a CRM contact, and vice versa. Another example will be a report filling system where each report filed is associated with a CRM organization contact.    In each example, you can see the... read more

with Sarah Gladstone

Time: Thursday
2:15 pm to 3:15 pm

Audience: Implementer, Developer
Type: Presentation
Integrated grassroots fundraising, organizing, and communications features? Yeah, CiviCRM + PowerBase can do that! Last year, Progressive Technology Project (PTP) conducted a pilot program to test the much needed features that grassroots community organizing and base building groups need in order to conduct an integrated grassroots fundraising campaign.   The "integrated" part means that the fundraising features enhance the overall CiviCRM + PowerBase features... read more

with Mark Sherman, Tomás Aguilar

Time: Thursday
2:15 pm to 3:15 pm

Audience: User, Implementer, Developer
Type: Presentation
Protecting Personal Information CiviCRM is first and foremost a tool for communicating with your community.  Who is your community?  Why are you communicating with them?  And who else might want in on your conversations? We’re willing to make the bold claim that nonprofits have a responsibility to protect personal data they collect on their community.  In this session, we’ll... read more

with Noah Miller, Kellie Brownell

Time: Thursday
3:30 pm to 4:30 pm

Audience: User
Type: Presentation
Hostile Migration: Jumping to Civi Under The Gun! (A Case Study) Their website and membership database held hostage by a web development company, non-profit Music Nova Scotia needed to build a new site quickly and cost-effectively, and with only a manually-updated spreadsheet of their membership to go by. CiviCRM to the rescue! This session will describe the accelerated development process (< 6 months) by... read more

with Sean MacGillivray

Time: Thursday
3:30 pm to 4:30 pm

Audience: Implementer, Developer
Type: Presentation
CiviCRM TaxReceipt project This presentation will provide an overview and in depth coverage of the CiviCRM CDN TaxReceipt project - a joint project by Canadian developers: Jake (Peaceworks), Lola (Freeform Solutions), Alan (Alan Dixon Consulting) and myself (Semper IT). I will present on how we arrived at the Extension - how we worked with (and continue to work with) a BDO... read more

with Karin Gerritsen

Time: Thursday
3:30 pm to 4:30 pm

Audience: User, Implementer, Developer
Type: Presentation
Fun with Profiles In this session you'll learn how to use profiles to create member directories (or board lists), for easy bulk data entry for volunteers or irregular CiviCRM users and how they can augment what you see in your search results.  

with Jane Hanley

Time: Thursday
3:30 pm to 4:30 pm

Audience: User
Type: Presentation
Accounting Integration in CiviCRM 4.3+: Helping Fundraisers and Accountants to Reconcile Beginning in release 4.3 of CiviCRM, a much more robust methodology for tracking and exporting financial data was introduced. Now it is easier than ever to have CiviCRM track contributions and other financial transactions the way fundraisers want to see them, but at the same time easily export that financial information the way the accountants... read more

with Guy Iaccarino

Time: Thursday
4:45 pm to 5:45 pm

Audience: User, Implementer
Type: Presentation
Using CiviCase for Projects For those of you that came to CiviCon 2013 in London or SF you may have seen the earlier versions of the system used by Oasis to manage community projects using CiviCRM and CiviCase. In this session we'll explore the basics as well as how Phase II of the project has moved on, including using charts to visualise the data collected.    

with Parvez Saleh

Time: Thursday
4:45 pm to 5:45 pm

Audience: User, Implementer
Type: Presentation
Understanding Imports - Getting your data in and updating it This is a session for CiviCRM beginners, or for someone already using CiviCRM and now needing to add or integrate data.  CiviCRM can do great things when importing and updating data, but there are limits to what it can do - especially when you are using custom fields!  This session will cover: Understanding what the Import functions can do - and... read more

with Eliot Mason

Time: Thursday
4:45 pm to 5:45 pm

Audience: User
Type: Presentation
Hiring and Training for Success with CiviCRM CiviCRM is awesome but it is not a solution - it is a tool. Effective people who are capable of using tools and adapting to new systems are the solution. Learning new technology is one of the most challenging tasks non-profit staff can do. Not everyone is "a natural" but you don't need them to be to use CiviCRM effectively. You do, however, need a... read more

with Stuart Gaston

Time: Thursday
4:45 pm to 5:45 pm

Audience: User
Type: Presentation
Welcome to Day 2 and State of the Project Welcome to Day 2 of CiviCon San Francisco 2014! We'll share our thoughts on the state of the project, and highlight some of the awesome initiatives that are driving the platform forward. Session slides here

with Dave Greenberg, Lobo

Time: Friday
9:00 am to 9:30 am

Audience: User, Implementer, Developer
Type: Presentation
Designing and sending newsletters with CiviCRM why is it so hard to design and send newsletters? designing for above the fold HTML gotchas for email composing practical examples: before/after best practices for sending

with Nicolas Ganivet

Time: Friday
9:30 am to 10:45 am

Audience: User, Implementer
Type: Workshop
(Mis)leading Change Leading Change when you don’t have the formal leadership role…or when you do. Why is implementing the things we said we wanted so hard?...and how do we make it not so hard. This is a practical workshop that centers on the specific implementation/initiative challenges to the not for profit environment.   Topics that will be covered by presenter... read more

with Karen Salomon

Time: Friday
9:30 am to 10:45 am

Audience: Implementer, Developer
Type: Workshop
I "wannabe" a developer? How do I get started? We will discuss and answer questions like this: How do I get started? How does the API work and how can I use it? What software/tools should I learn to use/Have in my back pocket? What would be a good project to start with? Something simple but will help me learn? What are some of the challenges of developing in civicrm and how can I help overcome... read more

with Wendy Greiner, Kurund Jalmi

Time: Friday
9:30 am to 10:45 am

Audience: Implementer, Developer
Type: Workshop
An Intro: WordPress with CiviCRM Join this workshop to see how you can use your WordPress website with CiviCRM. See a brief demonstration of how you can use CiviCRM to capture contact information on your WordPress website. We will look at: WordPress plugins for CiviCRM WordPress shortcodes CiviCRM Extensions You can publish new content about your organization with ease using... read more

with Dana Skallman

Time: Friday
9:30 am to 10:45 am

Audience: User, Implementer
Type: Workshop
Pulling it Together: Integrating CiviCRM With Joomla Core and Third-Party Extensions Do you love CiviCRM, but get frustrated when it doesn’t work the way you want on the front end in Joomla? Have you wanted to allow users to manage their organization’s users and events without having them navigate the administrator? Are you using Bootstrap, but jumping through crazy hoops to make profiles and listings work with your responsive... read more

with Jeremy Proffitt

Time: Friday
9:30 am to 10:45 am

Audience: Developer
Type: Presentation
Effective Campaign Life Cycles with Civi CiviCRM can be used within campaigns to target and track communications with constituents and allies. These communications are most effective and efficient when combined with intentional planning for campaign success and organizational sustainability. An effective campaign lifecycle has a few essential parts: a coordinated plan for messaging and... read more

with Jessica Steimer, Jack Aponte, Tomás Aguilar

Time: Friday
11:00 am to 12:30 pm

Audience: User
Type: Workshop
Peer to Peer Fundraising Platforms on CiviCRM Jeff Porter and Ryan Johnson will provide an overview of the Peer to Peer fundraising platform designed for FPWR (onesmallstep.fpwr.org) and also used for PWSA of Colorado (www.pwsderby.com) and Charity in Motion (in progress).  We will discuss the lessons learned, best practices around Internationalization including language support, currencies,... read more

with Jeff Porter, Ryan Johnson

Time: Friday
11:00 am to 12:30 pm

Audience: User, Implementer
Type: Presentation
CiviCRM 5.0 - Doctrine and Symfony integration in CiviCRM TBD

with Kurund Jalmi, Tim Otten

Time: Friday
11:00 am to 12:30 pm

Audience: Implementer, Developer
Type: Workshop
Transitioning to CiviCRM - How to map your data into CiviCRM and collect the data that you want Summary:This workshop focuses on planning where the data will go before importing, not about how to actually run the data import.  We will look at the ever popular question of when to use a group or a tag, when to use CiviCRM custom fields, relationships and more. Audience:This workshop is for you if you would like to better understand what types... read more

with Kasia Wakarecy, Lola Slade

Time: Friday
11:00 am to 12:30 pm

Audience: User, Implementer
Type: Workshop
Lightning talks A Lightning Talk is a short presentation. Unlike other presentations, they only last a few minutes and we will deliver them in a single period by different speakers. Presenters: Jeff Porter: FPWR (P2P) Case Study Kevin Reynen: Google Summer of Code Max Hunter: East Bay Bike Coalition Jamie McClelland: PowerBase Andrew Tombs: CiviHR Stephen... read more

with

Time: Friday
1:30 pm to 2:30 pm

Audience: User, Implementer, Developer
Type: Presentation
Navigating Epic Challenges in CRM Implementation Implementing a CRM for your organization (or migrating an existing one, or improving your relationship with a CRM that isn't meeting your needs) is a strategic and tactical challenge. This session will draw on case studies of real-world CRM implementations to help your organization prepare for and overcome the challenges inherent in planning,... read more

with Daniel Heath

Time: Friday
2:45 pm to 4:00 pm

Audience: User, Implementer, Developer
Type: Workshop
Donor Journeys using CiviCRM Over the pond in Europe we've been talking about how to keep donors engaged. This really boils down to planning and implementing Donor Journey's i.e. what would you like your contacts to do and how do you make it as easy as possible to get there. In this session we'll cover some of the features of CiviCRM that make this possible and what we have... read more

with Parvez Saleh

Time: Friday
2:45 pm to 4:00 pm

Audience: User, Implementer
Type: Workshop
Importing Large Datasets CiviCRM's built in import functionality can be used with smaller datasets or a limited number of record updates. Need to pre-load a database with tens of thousands of records? This workshop will demonstrate an approach of preparing, loading, and validating large datasets - tens or hundreds of thousands of records. We'll review options of using... read more

with Peter Petrik, Mark Hanna, Nicolas Ganivet, Jon Goldberg

Time: Friday
2:45 pm to 4:00 pm

Audience: Implementer, Developer
Type: Discussion group
CiviCRM 4.5 for Developers The new version of CiviCRM features numerous enhancements to make users and developers happier. In this session we'll cover: Api enhancements Popups and the new ajax framework EntityRef: a new approach to autocomplete fields Unobtrusive notifications In-place option editing And more Session notes are here.

with Coleman Watts

Time: Friday
2:45 pm to 4:00 pm

Audience: Developer
Type: Workshop
Members Only: A Training Session on Managing Your Members Using CiviCRM CiviMember is a valuable tool in CiviCRM but setting it up the first time can be daunting. This session will cover everything you need to know to get started with CiviMember. You will learn how: to create new membership types membership status works membership can be shared between related contacts to add a self-service membership signup and... read more

with Jane Hanley

Time: Friday
4:15 pm to 5:30 pm

Audience: User
Type: Workshop
Developing and Extending CiviCRM CiviCRM's architecture provides a unique opportunity: to collaborate with clients and developers from different backgrounds; to share and reuse code with different projects, different CMSs, and different CMS releases. This workshop will introduce CiviCRM's architecture and drill-down on how to write your own patches and cross-platform extensions,... read more

with Tim Otten, Nicolas Ganivet

Time: Friday
4:15 pm to 5:30 pm

Audience: Developer
Type: Workshop
Parlez-vous CiviCRM? internationalisation and so many other languages Are you using or planning to use CiviCRM in another language than US English? Do you need to expose contributions, event or profile forms to your constituents in more than one language? Our workshop will shed light on what localisation and international is, how it works and how you can use it. We will then take questions on how to address specific... read more

with Mathieu Lutfy, Luciano Spiegel

Time: Friday
4:15 pm to 5:30 pm

Audience: User, Implementer, Developer
Type: Workshop
Drupal Webforms for Events, Memberships & Contributions If you're using Drupal and CiviCRM you probably know that the Webform module is useful for making all kinds of forms. Maybe you've even made a couple Civi-integrated webforms (or a couple hundred). It's not too hard to make pretty good forms. But what about making great forms? This session will cover some basic techniques and then the cool new... read more

with Anna Heath

Time: Friday
4:15 pm to 5:30 pm

Audience: Implementer
Type: Workshop