2019 Euclid ClearVantage User Group Conference

October 21, 2019 - October 23, 2019

Euclid Technology is delighted to host the 2019 ClearVantage User Group Conference from Monday, October 21st, through Wednesday, October 23rd, at the National Housing Center in downtown Washington, D.C. Join the Euclid staff and the ClearVantage community for up to three days of informative presentations, engaging roundtable discussions, product previews, hands-on training and more. 

Here are a few more reasons to join your colleagues at UGC 2019:

  • Expand Your Network. Get to know ClearVantage users at other associations and non-profits throughout the U.S. and Canada.
  • Grow Your Knowledge. Learn about new features in ClearVantage and increase your understanding of existing functionality.
  • Maximize Your Potential. Strategize how you can use ClearVantage to streamline operations, grow membership, and improve member satisfaction.

Online registration opens December 18th, 2018 and space will be limited, so start making plans to register soon! Payment can be made online using Visa, Mastercard, and American Express.

For out of town attendees: Rooms at the Madison Hotel (conveniently located across the street from the NHC) have been reserved as part of the User Group Conference and can be reserved during the registration process. 

Registration Fees

  • Early Bird Conference Registration $595.00
  • Early Bird Registration with Sunday and Monday night lodging $1,195.00
  • Early Bird Registration with Sunday, Monday, Tuesday night lodging $1,495.00

If you are coming from out of town, note that October is a very busy time in Washington, D.C. and lodging will be limited. Also note that lodging prices posted on most websites do NOT include Washington DC's 25% room tax. Therefore, we strongly recommend you choose a registration option that includes lodging and reserve it early.

Note that all registration fees include breakfast, lunch and snacks on Monday and Tuesday, as well as a catered happy hour immediately following the conclusion of Monday's sessions.

Additional Cost Registration Option:

  • Day after UGC: Half Day of Hands-On Training @ Euclid Headquarters: $275.00/per person

Group Discounts: Sign up multiple attendees at once and save!

  • $50 off for each attendee starting with the third

Cancellation and Refund Policy: You may cancel by September 1st, 2019, to receive a full refund with no cancellation fee. If you cancel between September 1st and October 1st, 2019, you will be charged a $250 cancellation fee. After October 1st, no refunds will be made. Please note that you may substitute another person from your organization for your registration at any time at no charge.

For questions or more information about the conference, please contact Danielle Cole at dcole@euclidtechnology.com.



Sunday - October 20
6:00 pm - 8:00 pm
  Welcome Happy Hour
Our welcome happy hour will take place at Joe's Seafood, Prime Steak & Stone Crab located at 750 15th Street NW Washington, D.C. 20005. Happy hour will run from 6PM-8PM.
Monday - October 21
8:00 am - 9:00 am
  Registration and Breakfast
9:00 am - 10:30 am
  Keynote Address- Euclid CEO, Charles Vinal
10:30 am - 10:45 am
  Coffee Break
10:45 am - 12:00 pm
  Data Privacy and Protecting Your Members’ Information
Security is now more important than ever. We’ll review best practices to keep you and your members' data safe. New security and data privacy laws and standards have become very important for your association. Do acronyms like GDPR, CCPA, PII, and PCI keep you awake at night? We will discuss how existing and future legislation can impact your membership database, and what steps and processes you should follow to make sure you are compliant. We will also go over the tools available within ClearVantage to ensure that you are following the industry's best practices.
  The Secrets of Successful Report Writing and Other Tips
You’ve probably collected a ton of data about your members and their history of interactions with your association, likely more than you realize. So, what are you doing with it? Come learn how to leverage that data for business success by proper application of ClearVantage tools, including the report writer, business intelligence gadgets, and dashboard gadgets. We will look at strategies to manage and leverage your data along with illustrative examples of reports, dashboards, and more. *This same session will be offered twice, by popular demand. This session is the first of two being offered.
  The Ultimate Event Experience
From Inception to Marketing to Registration to Onsite Check -In - how to create the ultimate event experience. Ever wondered how all the incredible CV Event features tie together to create the ultimate event experience? Learn how to accomplish it all, from marketing to registration to on-demand badge printing and self-check-in! This session will highlight the email blast tool, speaker and exhibitor dashboards for managing registrations, and the self-check-in app.
12:00 pm - 1:00 pm
  Lunch
1:15 pm - 2:30 pm
  The Many Approaches to Education & Certification
In this session, we’ll cover continuing education, certification management, and more. Education and certification encompass a wide range of activities for ClearVantage clients. Rather than try to cover them all, we’ll walk through a few case studies that highlight the many ways this functionality can be utilized. From clients who integrate with third-party LMS systems to clients who manage their entire process in CV, we’ll highlight associations who are making the most of these ClearVantage features. This session should generate some great ideas for clients looking to learn what’s possible with education and certification in ClearVantage.
  The Ultimate CV Picture
Learn the differences between CV Web 5, CV Connect, CV Online, and how they all fit together. We’ll also show you how these products can support your organization. Where do I start? Do I create events in CV Online or CV Connect? Are membership applications part of CV Web 5, or are they generated using CV Online? What’s the best way to add new functionality and where do I do it? During the Ultimate CV Picture, we’ll make sense of it all! Charlie and Dan will guide you through these amazing tools using real life examples of when to use the database – CV Online, the Content Management System – CV Connect, or when to work with the web forms – and CV Web 5. We’ll also discuss “the right tool for the job” using system capabilities versus third-party applications for functionality, such as managing communities, creating surveys, and sending HTML emails. By the conclusion of the session, you’ll understand each of these tools, how they work together, and how to get the absolute best outcome for your members and your staff.
  Tips & Tricks for CV Connect
Review our fully integrated CMS, which provides you with a centralized online location to manage your organization’s entire web presence. Go all-in with Euclid's extensive CMS package, ClearVantage Connect! Join us as we travel below-the-surface to learn the secrets of the CMS. Topics will range from lesser-known modules and tools to enhance content, tips and tricks to make your brand pop, and smart processes to save you time. All these lessons will put you one step closer to building a web presence that you'll be proud of.
2:30 pm - 2:45 pm
  Coffee Break
2:45 pm - 3:45 pm
  Mastering the Art of Membership Renewals
Improve your membership renewal process with auto renewals, payments on file, and more. Did you know that you can offer your members the ability to auto renew dues, donations, or subscriptions? This is a great way to simplify renewals and maintain your revenue stream. Attract new or renewing members, subscribers, or donors by offering monthly, quarterly, or yearly payments. In this session, we will demonstrate the ability to auto renew membership with ClearVantage EZPay, answer your questions, and discuss how ClearVantage EZPay is PCI compliant.
  Rock Your Resources!
Did you know that CV has a huge supply of complimentary learning resources, available to you 24/7? We’ll review user guides, instructional videos, and educational training materials. Have you had trouble trying to accomplish a certain task in ClearVantage? Don’t know the next step? There is a great chance what you’re looking for is laid out step-by-step in our extensive catalog of documentation located on our Support website! Learn how to find documentation, follow your own self-guided "learning pathway,” and polish your ClearVantage skills with complimentary materials provided on the Euclid support site. Learn to rock your resources so that you can master ClearVantage!
  The Chameleon Module: Abstract Management
The newly updated Abstracts module will help you streamline your collection and review process for... just about anything. Although we call it the Abstracts module, think of it as a way to more easily manage a Call for Papers, Speaker Submissions, Journal Articles, and more. The new and improved Abstracts module has been enhanced to manage all types of submissions. During this session, we will demonstrate real world examples of how your organization can use the Abstracts module. We will also show you how your designated groups will be able to review and vote on their favorite submissions through the online portal.
3:45 pm - 4:00 pm
  Coffee Break
4:00 pm - 4:45 pm
  Behind the Scenes with Euclid Support Staff
Join our forum with the entire Euclid Support Team! We’ll have an open dialogue where you can get to know the Technical Analysts and Web Analysts that you interact with daily. Looking for an opportunity to meet the Euclid staff members you communicate with on a daily, weekly, or monthly basis? …..this is your chance! This session will provide an opportunity to meet the Euclid support team, both database and web. The team will share tips on navigating the support site. We will also share best practices on submitting support requests. This session will provide an opportunity to discuss ways we can enhance our partnership with our Euclid clients!
  Increase Your Web Presence: Inbound Marketing
Do you know how to set up your website to obtain as many views as possible? We’ll review best practices for inbound marketing as well as SEO FAQs. The power of Inbound Marketing is truly limitless once you unlock its potential. In this session, we’ll teach you how to create compelling content, how to make your blogs stand out, how to pick the strongest keywords for SEO (Search Engine Optimization), and how to make social media work for you. Lastly, we’ll cover how to configure CV Connect to support SEO principles. Join us in mastering the art of Inbound Marketing!
  Make the Jump: Migrating to CV Online
Discover the advantages of moving to CV Online. Discover the power and flexibility of the latest CV Online! In this session, we'll demonstrate how CV Online can give you access to your association’s data, no matter where you are or what device you are holding. We’ll also find out how CV Online can improve your productivity when used alongside CV Desktop in the office every day. From initial configuration to customization and deployment, we will cover what it will take to get CV Online up-and-running for your organization, and what benefits it will bring to all your different CV users. Learn more about the constantly-evolving nature of CV Online and see how new features are seamlessly added over time - plus get a sneak peek at some upcoming additions.
4:45 pm - 7:00 pm
  Happy Hour at the National Housing Center - Atrium
Tuesday - October 22
8:00 am - 9:00 am
  Registration and Breakfast
9:00 am - 10:15 am
  Guest Keynote Speaker - Katie Delahaye Paine
In her keynote, Katie will walk you through how to build your organization's "story" using real life examples, and she'll introduce measurement standards and best practices. She will also discuss dashboards and reports that visually represent your organization's "story" so you can use data to "change the world!"
10:15 am - 10:30 am
  Coffee Break
10:30 am - 12:00 pm
  Beauty Meets Function: ClearVantage Web 5
In this session, we'll show you the brand-new design and features of CV Web 5 and walk through the process of upgrading your website to CV Web 5. Euclid is excited to introduce CV Web 5, which represents a significant functional and cosmetic upgrade to the membership website. CV Web 5 follows the principles of Material Design, a user interface design language developed by Google, for a cleaner, better, and a more intuitive user experience. The configuration also employs the latest technology in front-end development with an emphasis on the enhanced responsiveness (mobile-friendliness) of the web pages. This session will showcase the brand-new look, features, and improvements of CV Web 5.
  ClearVantage 10 Revealed
Be the first to see the beautiful new interface and powerful functionality of ClearVantage 10!
  Using ClearVantage to Sell the Big Stuff
Does your organization sell corporate memberships, event sponsorships, booths, or other high-ticket items? We will show you how to use the powerful Opportunity management system in ClearVantage to manage your sales process and grow your revenue. Simply put, selling the big stuff is no easy task. With that said, however, whether your organization manages high-dollar membership dues, sponsorships that include multiple options, booths at trade shows, fundraising, or other big-ticket items, ClearVantage is here to help! During this session we’ll walk through real-life Opportunities, including creating and tracking the stages of the sales process, identifying and tracking contacts, setting sales goals, managing automated reminders to staff about what actions to take and when to take them, and how to keep your sales pipeline loaded so that prospects convert to buyers! We’ll also view reports that track the success of sales campaigns tied to Opportunities, all from a single location in ClearVantage.
12:00 pm - 1:00 pm
  Lunch
1:15 pm - 2:30 pm
  Best Practices in Financial Management with ClearVantage
In this session we will review best practices for ClearVantage accounting processes, from batching to posting to reconciling. We will highlight the latest enhancements in the ClearVantage Posting Wizard and Posting Analysis Tool, and we will look at financial reports available in the ClearVantage Marketplace. Join us and other ClearVantage accounting and finance users to review and discuss best practices and share ideas.
  The Latest and Greatest with CV Online
Learn how to configure CV Online, stay in the loop about updates, and discover new tips and tricks. ClearVantage Online is one of Euclid’s most rapidly developing products. With new features and functionality being added all the time, it can be difficult to keep up. In this session, we’ll highlight the latest enhancements to CV Online as well as some tips and tricks you may not know. We’ll also show you how to stay up-to-date with all the latest CV Online updates moving forward. This is a must attend session for all CV Online users.
  With Great Power Comes Great Responsibility: Power Users
Are you a System Administrator? Learn how to make the most of your Admin role in CV. Control user roles, layouts, reporting services, and much more. Sure, you can create reports and you’ve even set up predefined lists for your organizational users, but now it is time to do more with ClearVantage! Learn about the functionality that ClearVantage provides for customizing and configuring your system. Take responsibility for administering your system and reduce support headaches within your organization.
2:30 pm - 2:45 pm
  Coffee Break
2:45 pm - 4:00 pm
  ClearVantage Connect: Going Beyond the HTML Edit Control
Sure, everyone using CV Connect is familiar with the HTML edit control. But what about adding press releases, videos, blogs, forums, comments, and the many other features of ClearVantage Connect? We'll show you how to use these features and also discuss the best practices for utilizing ClearVantage Themes, Page Templates, and Shortcodes to make beautiful and functional websites.
  Optimize Your Marketing Outreach
Engage your members with beautiful newsletters, blogs, and email blasts. Zero HTML experience required! What is outbound marketing, and how do I leverage it for my organization? In this session, we’ll start by reviewing the basics of outbound marketing- it’s so much more than cold calling! Next, we’ll teach you how to get the most out of outbound marketing and how to make it work for your organization. We’ll show you how to use our HTML Email Editor tool, Echion, to create beautiful materials. Echion will enable you to truly engage your user base. Lastly, you’ll learn how to handle unsubscribes and bounced emails with ease.
  The Secrets of Successful Report Writing and Other Tips
You’ve probably collected a ton of data about your members and their history of interactions with your association, likely more than you realize. So, what are you doing with it? Come learn how to leverage that data for business success by proper application of ClearVantage tools, including the report writer, business intelligence gadgets, and dashboard gadgets. We will look at strategies to manage and leverage your data along with illustrative examples of reports, dashboards, and more. *This same session will be offered twice, by popular demand. This session is the second of two being offered.
4:00 pm - 4:30 pm
  Closing Session and Client Awards
Wednesday - October 23
9:00 am - 12:30 pm
  Training Session- Introduction to Standard Report Writing

Need a clean data export? How about a slick handout for your next big meeting? Get up-to-speed on our most widely used report-writing tool so you can build clean exports, slick reports, and everything in between. Topics covered include visualizing data in ClearVantage, Standard Report Writer capabilities, report data, layout options, and report-writing resources.

All Wednesday training sessions will be held at Euclid Technology's office in Bethesda, MD.

$275.00
  Training Session- Building a Website in CV Connect

Learn how to easily manage your entire web presence using ClearVantage Connect, Euclid's integrated content management system. In this session, Euclid's web team will walk you through adding web pages, editing content, managing user roles, customizing the look and design, and much more.

All Wednesday training sessions will be held at Euclid Technology's office in Bethesda, MD.

$275.00
12:30 pm - 1:30 pm
  Lunch
1:30 pm - 5:00 pm
  Training Session- xTreme Report Writing

This session will serve as an introductory training session to the advanced reporting capabilities of the ClearVantage xTreme Report Writer (CVXR). Learn to take your data needs to the next level with cutting edge reporting. CVXR is both powerful and flexible, giving your organization a variety of enhanced features, such as sophisticated dialogs, sub-reports, crosstabs, dynamic formatting, and hyperlinks to improve reports. Become your organization’s “go to” resource for complex and sophisticated reporting.

*This training session is targeted at attendees with intermediate SQL skills or advanced reporting experience.

All Wednesday training sessions will be held at Euclid Technology's office in Bethesda, MD.

$275.00
  Training Session- Configuring and Coding in CV Web

"Huh, how did they do that?" Sound familiar? It's not magic, and you'll be surprised by how simple it can be! Take the mystery out of the web with the guidance of your two personal guides from Euclid's own Web Services Group. Attendees will get a hands-on experience building their own ClearVantage website. You’ll learn the ins-and-outs of CV Web templates, and you’ll learn how to dazzle your users with custom style-sheets. Join us to review tips and tricks to create an incredible online experience for your users!

All Wednesday training sessions will be held at Euclid Technology's office in Bethesda, MD.

$275.00
Speaker
Sessions
  • Andy Kuny

    • Data Privacy and Protecting Your Members’ Information
    • ClearVantage Connect: Going Beyond the HTML Edit Control
  • Charlie Vinal

    • ClearVantage 10 Revealed
    • The Ultimate CV Picture
    • Keynote Address- Euclid CEO, Charles Vinal
  • Dan Antonoff

    • The Ultimate CV Picture
    • Using ClearVantage to Sell the Big Stuff
  • Danielle Cole

    • Increase Your Web Presence: Inbound Marketing
    • Optimize Your Marketing Outreach
    • Using ClearVantage to Sell the Big Stuff
  • Eliza Miller

    • The Secrets of Successful Report Writing and Other Tips
    • The Secrets of Successful Report Writing and Other Tips
    • Training Session- Introduction to Standard Report Writing
  • Emma Barnett

    • Rock Your Resources!
    • The Ultimate Event Experience
    • With Great Power Comes Great Responsibility: Power Users
  • Jesse Hickman

    • Tips & Tricks for CV Connect
    • Training Session- Configuring and Coding in CV Web
    • Beauty Meets Function: ClearVantage Web 5
    • Training Session- Building a Website in CV Connect
  • Joseph Ducatman

    • Training Session- xTreme Report Writing
  • Kyle Raab

    • Best Practices in Financial Management with ClearVantage
    • Rock Your Resources!
  • Lee Malatesta

    • With Great Power Comes Great Responsibility: Power Users
    • Training Session- xTreme Report Writing
  • Maria Basu

    • Mastering the Art of Membership Renewals
  • Marisa Laake

    • ClearVantage 10 Revealed
  • Mark Anderson

    • ClearVantage Connect: Going Beyond the HTML Edit Control
    • Data Privacy and Protecting Your Members’ Information
    • Training Session- Building a Website in CV Connect
  • Matt Snyder

    • Make the Jump: Migrating to CV Online
    • The Secrets of Successful Report Writing and Other Tips
    • The Secrets of Successful Report Writing and Other Tips
    • Training Session- xTreme Report Writing
  • Michael Sortwell

    • Increase Your Web Presence: Inbound Marketing
    • Optimize Your Marketing Outreach
    • The Latest and Greatest with CV Online
    • The Many Approaches to Education & Certification
  • Michelle Mahre

    • Best Practices in Financial Management with ClearVantage
    • Mastering the Art of Membership Renewals
    • The Ultimate Event Experience
  • Neil Gauthier

    • Make the Jump: Migrating to CV Online
    • The Latest and Greatest with CV Online
  • Nick Short

    • The Many Approaches to Education & Certification
  • Nick O'Brien

    • Tips & Tricks for CV Connect
    • Training Session- Introduction to Standard Report Writing
  • Nicole Salcetti

    • Behind the Scenes with Euclid Support Staff
  • Rohan Kothari

    • Beauty Meets Function: ClearVantage Web 5
    • The Ultimate Event Experience
  • Shelia McCullers

    • The Chameleon Module: Abstract Management
    • Training Session- Configuring and Coding in CV Web
  • Valerie Calder

    • The Chameleon Module: Abstract Management
    • The Many Approaches to Education & Certification
Venue Details

Conference Venue

Euclid's User Group Conference will be held at the National Center for Housing, a state-of-the-art conference facility in downtown Washington, DC. You can read more about the National Center for Housing conference center on its website: http://www.nationalhousingcenter.com.

National Housing Center Lobby

Lodging

Euclid has received special pricing and reserved a block of rooms at at the beautiful and historic Madison Hotel in downtown DC, directly across from the National Center for Housing. You will be able to reserve a room when you register online. In addition to reserving rooms for Sunday, Monday and Tuesday, we have also reserved rooms on Saturday and Wednesday nights for those that would like to add a day to the start or end of their trip. You can read more about the Madison and specifically about the accommodations that are available here.

Madison Hotel Room

 

National Housing Center
1201 15th Street NW
Washington, DC 20005

Get directions

Venue Images

CAE Courses

Session Type Primary CEUs Elective CEUs Other CEUs
Optimize Your Marketing Outreach CAE 1.25     
Data Privacy and Protecting Your Members’ Information CAE 1.25     
Increase Your Web Presence: Inbound Marketing CAE 0.75     
Mastering the Art of Membership Renewals CAE 1.00     
The Many Approaches to Education & Certification CAE 1.25     
The Ultimate Event Experience CAE 1.25     
Using ClearVantage to Sell the Big Stuff CAE 1.50     
Guest Keynote Speaker - Katie Delahaye Paine CAE 1.25     
Best Practices in Financial Management with ClearVantage CAE 1.25     

Euclid is a CAE Approved Provider. The session(s) listed above meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae

Dates
Event dates
October 21, 2019 - October 23, 2019
Early bird deadline
Tuesday, April 30, 2019
Registration deadline
Tuesday, October 15, 2019
Location
National Housing Center
1201 15th Street NW
Washington, DC 20005

Get directions

Registration Fees
Price Description Amount
Early Bird Ends Tuesday, April 30, 2019
Standard Pricing
Standard Group Conference Registration - For Third Attendee and After
$645.00
Standard Conference Registration
$695.00