Past Webinars by Category

Every other Wednesday afternoon, we host a webinar spotlighting best practices and products for iMIS users. A few previous topics include moving from the desktop to the staff site, keeping your iMIS system in tip top shape, linking in RiSE, and bridges to third party integrations. To provide all iMIS users with best practices and new ideas, our recorded webinars are available at no charge. Browse by category to find a topic of interest.

Don’t see what you are looking for? Send your request for the next webinar topic to info@atsol.org.

Categories

A complete listing of all past ATS Webinars by title is also available.

Recent Webinars

Missed this week's webinar because of a meeting or conflict? Find the most recent webinars right here!

Beyond Chatbots: Secure AI Assistant, Built for iMIS

Wednesday, February 18th @ 3:00 PM ET

Presenter: Keith Stoute, Partner and Chief Product Officer, Bursting Silver

Leaders don’t need another chat bubble, they need AI that works inside iMIS. Join us to see how Safion embeds governed AI assistants into your iMIS RiSE site and staff workflows. Learn how to turn your trusted content into role-based assistants that can be trained on specific process docs, limited to specific content pages, and tuned for tone and permissions, without risking member trust or compliance.

What you’ll see:

  • Train on your policies, SOPs, and knowledge articles; restrict sources by page, folder, or tag.
  • Deploy assistants on RiSE pages; scope by role (member, staff, board) and tone.
  • Guardrails: audit logs, content provenance and PII redaction.
  • Real iMIS workflows: renewals, events, case management, staff knowledge.

What you’ll learn:

  • Cut staff handling time on common inquiries and tasks.
  • Increase member self-service resolution with governed answers.
  • Deploy securely: access controls, logging, and data residency options

iMIS Lessons Learned in 2025 and What is on the Horizon for 2026

Wednesday, February 4th @ 3:00 PM ET

Co-Presenter: Randy Richter, Director of Technology, ATS
Co-Presenter: Brent Sitton, Director of Product Development, ATS
Co-Presenter: Ryan Rejda, iMIS Consultant,ATS

As 2025 comes to a close, iMIS organizations have gained valuable insights from real-world implementations, platform enhancements, and evolving best practices. Join us for a practical, forward-looking webinar where we’ll reflect on key lessons learned in 2025 and explore what’s ahead in 2026.

Key Lessons Learned in 2025

We’ll review several impactful topics that surfaced repeatedly across iMIS projects this year, including:

  • Persisted Cash Membership Invoices
    What we learned about managing persisted cash, membership renewals, and invoice accuracy—and how organizations adapted their processes to reduce confusion and rework.
  • Previewing a Business Object Without a Query
    Tips and lessons around leveraging Business Objects more efficiently, including methods for previewing data without relying solely on saved queries.
  • Dashboards to Unify Data
    How dashboards became a central tool in 2025 to bring together financial, engagement, and membership data—providing staff and leadership with clearer, actionable insights.

Looking Ahead to 2026

We’ll also explore what’s on the horizon and how you can start preparing now, including:

  • Practical Tips for Enhancing Security
  • Strategic Preparation Tips How to position your organization to take advantage of upcoming iMIS features with minimal disruption.