Day 1, Thursday

9:00 am to 9:45 am

Session Description Audience and room
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

Room: Goldman Auditorium

Audience: User, Implementer, Developer

10:00 am to 11:00 am

Session Description Audience and room
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

Room: Tamalpais

Audience: User, Implementer

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

Room: Kinzie West

Audience: Implementer, Developer

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

Room: Kinzie East

Audience: User, Implementer, Developer

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

Room: Goldman Auditorium

Audience: User, Implementer

11:15 am to 12:15 pm

Session Description Audience and room
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

Room: Tamalpais

Audience: User, Implementer

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

Room: Kinzie West

Audience: Implementer, Developer

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 read more

with Coleman Watts

Room: Kinzie East

Audience: Developer

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

Room: Goldman Auditorium

Audience: User

1:15 pm to 2:15 pm

Session Description Audience and room
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

Room: First Floor Gallery

Audience: User, Implementer, Developer

2:15 pm to 3:15 pm

Session Description Audience and room
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

Room: Tamalpais

Audience: User, Implementer, Developer

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

Room: Kinzie West

Audience: Implementer, Developer

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

Room: Goldman Auditorium

Audience: User, Implementer, Developer

3:30 pm to 4:30 pm

Session Description Audience and room
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.   read more

with Jane Hanley

Room: Tamalpais

Audience: User

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

Room: Kinzie West

Audience: User, Implementer, Developer

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

Room: Kinzie East

Audience: Implementer, Developer

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

Room: Goldman Auditorium

Audience: User

4:45 pm to 5:45 pm

Session Description Audience and room
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

Room: Tamalpais

Audience: User

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

Room: Kinzie West

Audience: User

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.     read more

with Parvez Saleh

Room: Kinzie East

Audience: User, Implementer

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

Room: Goldman Auditorium

Audience: User, Implementer