Breakout Sessions

	IT
	MEMBERSHIP
	ACCOUNTING/FINANCE
	SCHEDULING
	GENERAL INFORMATION

Program Registration
Tuesday, September 16, 2008 10:30a – 12:25p, Cedar Room
Michael Carroll, Senior Consultant

In this session, you will learn how to create and manage various programs that are available for enrollment in your facility. From children’s swim lessons to senior dance classes, Spectrum NG’s Program Registration module gives you the tools you need to make managing your catalog a breeze!

Best Practices for Migrating to Spectrum NG
Tuesday, September 16, 2008 10:30a – 11:25a, Cottonwood Room
Wednesday, September 17, 2008 1:30p – 2:25p, Teak Room
Larry Rook, Implementation Manager

What can you do to help prepare your facility for Spectrum NG? What are some of the major changes? What will and won’t convert from your current system? What can you do now that you couldn’t do before? These questions and others will be answered in this session.

Payment Card Industry-Data Security Standard (PCI-DSS) and Your Facility
Tuesday, September 16, 2008 10:30a – 11:25a, Laurel Room
Wednesday, September 17, 2008 2:30p – 3:25p, Laurel Room
Frank McDuff, Vice President of Finance and Administration

There are many stories in the news today talk about the growing problems of Identity Theft and Credit Card Fraud. To combat this issue, a consortium of Visa, MasterCard, Discover, American Express, and others (together called the Payment Card Industry) developed a Data Security Standard with five levels of compliance. Join us for this session to gain knowledge regarding the actions of CSI to achieve Level One compliance, how this provides an added level of security for your members, and to learn about your responsibilities to attain the required compliance level for you facility.

Reporting and Query Building
Tuesday, September 16, 2008 10:30a – 11:25a, Teak Room
Khan Ghazanfar, Consultant

The main reason for collecting data in a management system is to have the ability to analyze that data via reports. Spectrum NG comes with a wide array of pre-programmed reports and a powerful Query Builder tool that you can use to create some of your own. Join us for this session to see what reports are available to you and how to design custom reports.

Creating Your Own Training Manuals and Schedule
Tuesday, September 16, 2008 11:30a – 12:25p, Cottonwood Room
Horia Stroe, Consultant

Part of the implementation process is teaching your staff how to use the software. In many industries, the greatest training aide is a complete procedures and training manual. We took the first step in creating Standard Operating Procedures for many end-user procedures in Spectrum NG, but it is up to you to take it a step further and modify those SOP’s to accommodate your individual policies and procedures. Once you have created the manuals, you then need to establish an effective schedule for training your staff. This session will give you some insights on how to accomplish both things.

Utilizing the CSI Software API
Tuesday, September 16, 2008 11:30a – 12:25p, Laurel Room
Marshall Hinman, Senior Software Developer

The Spectrum NG web services API is made available to provide programmatic access to Spectrum NG data. This API provides direct access to Spectrum NG data to create an array of new integration possibilities using any programming language or environment that is capable of consuming a SOAP web service, including Microsoft .NET™ or Java™.
In this session, you will learn how to consume the Spectrum NG web services API, using Visual Studio .NET to implement a single-sign-on system for your members, allowing them to sign on to your club's website using their Spectrum NG Online Services credentials.

20 Frequently Asked Questions
Tuesday, September 16, 2008 11:30a – 12:25p, Teak Room
Wednesday, September 17, 2008 2:30p – 3:25p, Cottonwood Room
Ross Benton, Consultant
Nicole Schneider, Consultant

While our software is generally very easy to use and rather intuitive, there are still several things that leave our customers scratching their heads. So, we’ve pored over the support logs and talked to our support technicians and consultants to compile a list of the 20 most frequently asked questions. Join us for this session to get the answers to those questions, and maybe even get the answers for a few of your own.

League and Tournament Manager
Tuesday, September 16, 2008 1:30p – 2:25p, Cedar Room
Ross Benton, Consultant

So, you have a 30+ team league that you need to make a schedule for, keeping in mind that certain teams cannot play at certain times? You also need to make sure that all players on the teams are in the eligible age range and gender? Well, what used to be very time consuming to do by hand is a breeze in the new League and Tournament Manager! Join us for this session to see how to make a formerly arduous task into something that only takes a few minutes.

Utilizing “Building Blocks” to Train Your Staff
Tuesday, September 16, 2008 1:30p – 2:25p, Cottonwood Room
PJ Gustafson, Director of Educational Services

Even if you have a CSI Consultant on-site to do the initial training for your staff, you will eventually have to provide some training for them – either primary training for new hires or recurrent training for your existing employees – but what is the best way to make sure they will retain what you teach them? For years, teachers have been using the “building blocks” method to teach difficult concepts. In this session, you will learn about this method of teaching and how it applies to teaching Spectrum NG.

Data Backups & Updates
Tuesday, September 16, 2008 1:30p – 2:25p, Laurel Room
Dr. Barry McKeone, Ph.D., MCSE, Director of Information Technology
Raj Shah, MCSE, Senior Information Technology Specialist

Ever since the computer replaced paper and pencil as the principal accounting tool for businesses, one thing has become inevitable, sooner or later that computer is going to break. The question you have to ask yourself is how much data can I afford to lose?

In this session we will demonstrate how straightforward it is to backup your precious data using the SQL 2005 backup wizard. We will also show how health checks for your data can be incorporated in the same routine. Additionally, we will discuss the importance of performing regular test database restores and then documenting the process for when a real emergency actually occurs. Similarly, we will talk about the importance of password encrypting your backups.

In the same session we will also discuss the power of the Microsoft group policy editor to formulate and enforce end user restrictions from a Windows 2003 server. We will also show how this same tool can be used to deploy and update applications to the end user without having to go around to each computer and manually install them.

In addition we will go over Microsoft SUS (software update service) as centralized source, to download, test, and push out Windows updates to end user computers. Next we will discuss how enterprise anti-virus products can also be deployed and managed from a central console based upon company policy.

And finally, we will discuss the importance of deploying and maintaining a firewall to keep up with the ever evolving threats from the internet.

Product Roadmap
Tuesday, September 16, 2008 1:30p – 2:25p, Teak Room
Wednesday, September 17, 2008 2:30p – 3:25p, Cedar Room
Song Oh, SpectrumNG Product Manager

Our Spectrum NG software has come a long way in the past few years… there are even some significant changes since the Summit 2007! So, what’s next? Come join us for this session to hear what we are currently working on for the next version of our software, and what we have in mind for the distant future.

Event Manager
Tuesday, September 16, 2008 2:30p – 3:25p, Cedar Room
Michael Carroll, Senior Consultant

Since Spectrum NG is a fully integrated program, all things taking place from the other scheduling modules will be displayed on your Event Manager schedule so that you know exactly which spaces and times are available for all of the other external and internal functions that take place. Join us for this session to see how to incorporate all of the events taking place in your facility into one large master schedule, and to see how to book banquets, parties, gym space, and any other event in your facility.

Assessing Knowledge Retention After Training
Tuesday, September 16, 2008 2:30p – 3:25p, Cottonwood Room
PJ Gustafson, Director of Educational Services

Training is an integral part of ensuring that your software implementation is a success. However, you need a way of determining whether your training was effective, and what areas you need to have recurrent training in. This session will show you how to develop various written and practical tests to determine whether the training you provided actually took hold, so that you may correct any problems before the “real” test occurs – when a customer is standing at your desk.

Know Your Data
Tuesday, September 16, 2008 2:30p – 3:25p, Laurel Room
Tai Law, Director of Software Development

Want to know your data? In this session, you will learn where all of your data resides at the database level in case you need to do your own reports that suit your daily business operations and analysis. The data includes, but is not limited to, members, memberships, guests, prospects, sales, inventory, deferred income, series sales, gift cards, member check ins, employee check ins and reservations.

Maximizing Your CSI Software Investment
Tuesday, September 16, 2008 2:30p – 3:25p, Teak Room
Wednesday, September 17, 2008 11:30a – 12:25p, Cottonwood Room
Randy Cruz, Account Manager – Eastern North America
Toni Grafner, Account Manager – Western North America

Implementing a new software solution is a large task and there is a lot to learn. One of the benefits of Spectrum NG is that it is modular, so you can choose not to implement certain modules initially to make the job easier. The problem is, sometimes facilities do not know when or how to implement their remaining modules. Join us for this session to learn how to go beyond the basics and to use the system to its fullest potential.

Scheduler
Wednesday, September 17, 2008 10:30a – 11:25a, Cedar Room
Khan Ghazanfar, Consultant

The Scheduler module is the perfect solution for booking Court Reservations, Personal Training Sessions, Private Swim Lessons, and more! Join us for this session to see how to take that schedule book behind the front desk and put it on the computer and online!

Creating & Utilizing Practice Sets
Wednesday, September 17, 2008 10:30a – 11:25a, Cottonwood Room
Nicole Schneider, Consultant

After you’ve completed the training and determined the effectiveness of that training, the only way that training will succeed long-term is if your employees get to practice what they learned on a regular basis. This is especially true if there is a large gap between the time your employees were trained and the time they start using Spectrum NG. This session will show you a good method for creating and using practice sets by creating realistic scenarios that your employees will face.

SQL Server Reporting Services
Wednesday, September 17, 2008 10:30a – 11:25a, Laurel Room
David Molina, Senior Software Developer
For deployed customers

The ability of an organization to deliver business-critical reports to customers, partners, suppliers and employees is a vital component of remaining competitive. SQL Server Reporting Services augments SQL Server and other database management systems to meet these demanding requirements. In this session, you gain the knowledge and skills to write robust reports, mine important data and deliver reports for centralized access and administration.

Key topics of discussion:
• Walk-through of the Report Manager including security access and automated report delivery via email
• Using the SQL Server Reporting Services Report Designer to author reports
• Using the SQL Server Reporting Services Report Builder (aka Ad hoc reports) to author reports
• Understanding and building data for the Report Builder in the form of SQL Server Reporting Services Report Data Model

CRM – Prospect, Contract, and Member/Guest Management
Wednesday, September 17, 2008 10:30a – 12:25p, Teak Room
Scott Wimberley, Project Manager

Spectrum NG allows you to completely manage your customer relationships, all the way from coming in as a Guest to using the facility as a long-time member. Join us for this session to see how to take a Guest from being an occasional user and putting them through the Prospect process to signing a Membership Contract and maintaining their account as an actual member.

Spa Management
Wednesday, September 17, 2008 11:30a – 12:25p, Cedar Room
Horia Stroe, Consultant

The Spa Management module will allow you to book all of your spa appointments on the computer. It will allow you to create various spa packages that you can sell at a special price, or just book an individual service. As a fully integrated solution, there is no better way to keep track of your members’, guests’, and employees’ schedules and pay rates!

Active Directory Integration with Spectrum NG
Wednesday, September 17, 2008 11:30a – 12:25p, Laurel Room
David Molina, Senior Software Developer


With the advent of Windows 2000 and Windows Server 2003, Active Directory (AD) use has really revolutionized how IT managers manage access to their network.
Some of the benefits are listed below:
• Single sign-on, which allows Windows users who prove their identities to AD servers to automatically use corresponding security profiles on mainframes, database servers and other restricted access applications.
• Automatic provisioning, which lets administrators set up a user account, assign it membership in certain user groups and establish a location for a user desktop machine. This automatically leads to allocation of telephone and fax numbers, delivery of a desktop and access to job-related software tools and applications.
• Restricted access to specific applications and datasets based on group membership(s).
• Integration of biometric devices or multiple password challenges, which enables support for multi-factor authentication for organizations with stringent security requirements.
• Reduction of lost productivity or deployment delays from all of the above owing to poor Active Directory planning, design and management.
This session will cover the specific application access aspect of AD with Spectrum NG. We will cover setting up a relationship between AD and SNG. After we've walked thru the basics on how to optimize AD for SNG, we'll move on to automatic user account creation and application access maintenance for the life of the AD account.

Online Services
Wednesday, September 17, 2008 1:30p – 2:25p, Cedar Room
Nicole Schneider, Consultant

Picture this scenario – one of your members has a long and frustrating day at the office and they decide to come by the facility in the evening to blow off some steam with a game of racquetball. But, when they get there, they find all of the courts are taken and they are informed that they have a past-due balance to pay off! Well, with the Spectrum NG Online Services, that same person could have logged on before leaving their office to reserve a court and pay their bill and more. Join us for this session to see how you can set up and use this powerful service.

CSI Software Educational Services
Wednesday, September 17, 2008 1:30p – 2:25p, Cottonwood Room
PJ Gustafson, Director of Educational Services

Did you know that CSI Software provides its customers with a variety of ongoing training resources free of charge? Join us for this session to learn about the various opportunities available to you.

Information Technology Forum
Wednesday, September 17, 2008 1:30p – 2:25p, Laurel Room
Song Oh, SpectrumNG Product Manager

During this session, we will open the floor to all of the Information Technology staff to hear your questions, concerns, and requests. This information will help us to better understand what your needs are, and how we can enhance the product to make it easier for you to manage.

Accounting Conventions & Procedures
Wednesday, September 17, 2008 2:30p – 3:25p, Teak Room
PJ Gustafson, Director of Educational Services

Even though Spectrum NG is not a complete Accounts Payable/General Ledger system, it still handles many accounting functions. Join us for this session to see how these functions are handled and how they are reported to your accounting system!