Complete Schedule

As well as the sessions scheduled below, we'll also have

  • discussion groups based on participant interest that are scheduled on the afternoon of each day. We'll announce these in the after lunch sessions - if you have an idea for a discussion group, add it to the discussions group board
  • an advice bar where you can go for one to one advice with specific questions and problems
  • a hacker lounge a space to work on your latest ideas and improvements

in the first floor gallery and (weather permitting) on the second floor terrace

Thursday, April 25, 2013

9:00 am to 9:30 am

Session Description More info
Welcome and state of the project Welcome to CiviCon San Francisco 2013! We'll kickoff the day with recognition and thanks for the sponsors and volunteers that made this day possible. Then we'll share our thoughts on the state of the project, and highlight some of the awesome community initiatives that are driving the platform forward.You can view the presentation slides here in... read more

with yashodha, colemanw

Audience: User, Implementer, Developer
Experience:
Type: Presentation
Room: Goldman Auditorium

Thursday, April 25, 2013

9:45 am to 10:45 am

Session Description More info
Managing ecommerce-based subscriptions using CiviCRM  When a non-profit advocacy group needed an inovative way to allow its organizational members to give their own members free access to paid content, CiviCRM and a small collection of Drupal contrib modules allowed us to make it happen.This session presents a case study of a recent implementation leveraging CiviCRM relationships and custom fields,... read more

with youngjin, AllenShaw

Audience: Implementer
Experience: Intermediate
Type: Presentation
Room: Kinzie West
Case Study: Parramatta City Council Meals on Wheels Parramatta City Council (Sydney, Australia) The Parramatta City Council (located in Sydney) implemented CiviCRM to provide constituent management services in several areas -- one of which was to provide tools for tracking their meals-on-wheels (MOW) program. The MOW program prepares and delivers meals to elderly residents throughout the city.... read more

with lcdweb

Audience: User, Implementer, Developer
Experience:
Type: Presentation
Room: Goldman Auditorium
CMDrupal Part 1 - How Community Media Converts Viewers -> Members -> Certified Producers While this session will cover how these modules are used to certify producers so they can make their own studio reservations in community media environments, similar configurations can be used in any environment requiring classes, certifications, and/or reservations. It possible a Community Media organization using Drupal and CiviCRM already... read more

with kreynen, synchlayer, coderdan

Audience: Implementer, Developer
Experience: Intermediate
Type: Presentation
Room: Kinzie East
What's New In Version 4.3? A new version of CiviCRM has just been released. What does 4.3 have that previous versions don't? This panel of developers will explain in plain language (with examples) the better known and lesser known features that 4.3 introduces to CiviCRM. You can view the session slides here in prezi format. read more

with Dave Greenberg

Audience: User, Implementer, Developer
Experience:
Type: Presentation
Room: Tamalpais

Thursday, April 25, 2013

11:00 am to 12:00 pm

Session Description More info
Integration With Drupal     A beginner's guide for implementers and developers on 8 ways CiviCRM integrates with Drupal. With broad strokes we'll show each method, describe it's purpose and show some examples. This will help techies and semi-techies familiar with web development in Drupal but unfamiliar with CiviCRM get a head start on the path to integration. Covred... read more

with Stoob

Audience: Implementer, Developer
Experience: Beginner
Type: Presentation
Room: Tamalpais
Extending CiviCRM to Outlook, Google Apps, smartphones, Constant Contact, MailChimp and others Your organization’s constituent data is maintained in CiviCRM, complete with email address, phone numbers, and physical address. But you often need to work with other systems, whether this is for email, collaboration, or mobility purposes. While there have not been many options available so far, recent developments are extending the reach of... read more

with nganivet

Audience: User, Implementer, Developer
Experience: Beginner
Type: Presentation
Room: Goldman Auditorium
Best practices for bulk mailings with CiviCRM This session is tentative, please check before attending that it is still happening. We will be talking about the email infrastructure setup as well as deliverability best practices: CAN-SPAM compliance, SPF, feedback loop management, bounce processing and spam traps. Basically, all things email. :) The presentation slides with notes are attached... read more

with shane

Audience: User, Implementer, Developer
Experience: Intermediate
Type: Presentation
Room: Kinzie East
CiviCRM for *Contact* Management, WordPress for *Content* Management Out of the box, WordPress provides an easy way to publish content on your website, including blogs, news, events, and programs. There are also a wide variety of plugins that can create a feature-rich website, meeting your needs to engage visitors. I am a consultant who specializes in supporting both WordPress website development, and CiviCRM... read more

with dskallman

Audience: User
Experience: Beginner
Type: Presentation
Room: Kinzie West

Thursday, April 25, 2013

1:00 pm to 2:00 pm

Session Description More info
Ecosystem Tune-up All-conference gathering for folks to connect with others who are passionate about building and improving some aspect of the CiviCRM ecosystem. Details TBD. read more

with Michael McAndrew

Audience: User, Implementer, Developer
Experience:
Type: Workshop
Room: Goldman Auditorium

Thursday, April 25, 2013

2:00 pm to 3:00 pm

Session Description More info
Migrating from Raiser's Edge to CiviCRM We'll cover the following topics: What you gain by migrating to CiviCRM from Raiser's Edge Basic data mappings from Raiser's Edge into CiviCRM How to best plan for the transition for your development staff Which tools to use to get the migration done right If your organization is thinking about moving from Raiser's Edge into using CiviCRM, this... read more

with youngjin

Audience: User, Implementer, Developer
Experience: Intermediate
Type: Presentation
Room: Kinzie West
CRM Core & CiviCRM: Someone actually did that In 2009, there were some discussions going on around the beneifts of migrating CiviCRM over to Drupal. Someone actually worked on that problem, and it lead to some interesting results.  This session focuses on the CRM Core project. It is a tool for building your own CRM systems on top of the Drupal platform. It possesses a framework that allows... read more

with techsoldaten

Audience: Implementer, Developer
Experience: Intermediate
Type: Presentation
Room: Kinzie East
CiviCRM in Faith Based Organizations CiviCRM has the potential to be extremely useful as a "Church Management System" - and offers a great alternative to things like Fellowship One, ServiceU, ACS, Church Community Builder, and other proprietary applications. I would begin this forum by contrasting CiviCRM to some of the solutions above, and I would highlight what I have heard that... read more

with bwcoleBOT

Audience: User, Implementer
Experience:
Type: Presentation
Room: Tamalpais
CiviCampaign & CiviEngage to Change the World: The Next Journey Progressive Technology Project's Alice Aguilar, Executive Director, and PowerBase Support Specialist & Trainer, Tomas Aguilar (no, relation!), will showcase the latest features and user interface changes, discuss and give examples of how community organizing groups are using PowerBase - enhanced CiviCRM for community organizing - to do their... read more

with avaguilar, tomas.ptp

Audience: User, Implementer
Experience: Beginner
Type: Presentation
Room: Goldman Auditorium

Thursday, April 25, 2013

3:15 pm to 4:15 pm

Session Description More info
Fundraising with CiviCRM, or how to make fundraising more fun In this interactive session, we'll brainstorm: What actions we need to take to raise money, year after year. What information we'll need to store. And how to find it later. We will use this basic framework (action + info + find) to determine which features in CiviCRM will help us raise more money for the causes we care about.  More information:In... read more

with kellieateff

Audience: User
Experience: Beginner
Type: Presentation
Room: Goldman Auditorium
CiviCRM for Print Media Australia’s leading political magazine is a test case for adapting CiviCRM for managing subscriptions in independent print and digital media. Many publishers already love Drupal but few have discovered that CiviCRM is the simple and easy subscriber management module that they always wished for. Drupal-powered magazines should be excited. This... read more

with John Derry

Audience: User, Implementer
Experience: Intermediate
Type: Presentation
Room: Kinzie East
Enhancements to the discount extension and payment process for CiviEvents Most large member driven organizations hold one or more large events each year. These organizations like to offer discounts or other perks as a reward to their supportors. Backoffice Thinking is completing a significant ehancement to the discount extension and some smaller changes to  the core payment flow for CiviEvents. Multiple new discount... read more

with dschafer

Audience: User, Implementer, Developer
Experience: Intermediate
Type: Presentation
Room: Tamalpais
CiviCRM localization and multi-lingual The CiviCRM user-interface is available in many languages. The CiviCRM user interface can be configured to a specific language (localization), or you can enable multiple languages at once and let users choose (multi-lingual). In this session we will show how to enable these features, provide an overview of how they work, how to participate in... read more

with mlutfy

Audience: User, Implementer, Developer
Experience: Intermediate
Type: Presentation
Room: Kinzie West

Thursday, April 25, 2013

4:30 pm to 5:30 pm

Session Description More info
A Field Guide to Membership Every membership organization thinks it's normal, but the diversity of membership structures out there is continually surprising.  This session is intended to provide a handful of examples of how we have configured membership for a number of unusual situations--all without any custom code: multiple memberships at the same time in the same... read more

with jehanley, andrewhunt

Audience: User, Implementer
Experience: Beginner
Type: Presentation
Room: Goldman Auditorium
Unlocking Potential - CiviCRM Starter Kit Distribution on Drupal.org The CiviCRM Starter Kit Distribution on Drupal.org combines a minimized version of CiviCRM with Drupal core, several popular contrib modules, and several CiviCRM specific modules. All of this is packaged into a single download which makes quick work of getting a new CiviCRMs site up and running w/ Drupal (Download and Install the Current Versions... read more

with kreynen

Audience: Implementer, Developer
Experience: Intermediate
Type: Presentation
Room: Tamalpais
CiviCase for Project Management We'd like to demonstrate how CiviCase has been used to allow a charity as a vehicle for local hubs to be able to record projects they are carrying out. Case was chosen as it naturally allows for time based projects with various activities nitted together. Key aspects are Ability to assign roles to projects for funders or other interested parties.... read more

with Parvez

Audience: User, Implementer
Experience: Beginner
Type: Presentation
Room: Kinzie West

Friday, April 26, 2013

9:00 am to 9:15 am

Session Description More info
Welcome to day 2 Plan and agenda for the day. read more

with Michael McAndrew

Audience: User, Implementer, Developer
Experience:
Type: Presentation
Room:

Friday, April 26, 2013

9:15 am to 10:45 am

Session Description More info
Transitioning to CiviCRM - how to map your data into CiviCRM and how to design custom fields and profiles to collect the data you want This workshop is for those who are planning to transition to CiviCRM (from existing CRM, spreadsheets or paper trail) or already transferred some data to CiviCRM but are wondering where non-standard information, that was previously collected in other systems, would fit in CiviCRM. I work for Freeform Solutions, a social enterprise, where our... read more

with kasiawaka, lolas

Audience: User, Implementer, Developer
Experience: Beginner
Type: Workshop
Room: Tamalpais
Hosting solutions and techniques Shared hosting, dedicated hosting, cloud servers, virtual private servers, smtp services, managed upgrades.. there are many CiviCRM hosting options. What are they, and what's the best option for your organisation? Join us for a panel discussion! Participants to the panel will be confirmed shortly. If you would like to participate, see this forum... read more

with mlutfy, Stoob, youngjin, ergonlogic, nganivet

Audience: User, Implementer
Experience:
Type: Workshop
Room: Goldman Auditorium
Rubicon or Delaware: Building Software Which Crosses Rivers CiviCRM's cross-platform architecture presents developers with a challenge and an opportunity: for developers who have grown up in the Drupal, Joomla, or WordPress communities, CiviCRM feels like a mix of familiar and exotic designs. But at the same time, Civi's architecture frees us to collaborate with other developers from different backgrounds... read more

with totten

Audience: Implementer, Developer
Experience: Advanced
Type: Workshop
Room: Kinzie West
Introducing CiviHR Why CiviHR? How will it fit with CiviCRM? Introduction to the team Funding Make it happen: help sculpt the system with us! Proposed functionality When will organisations be able to use it? (development phases) How to get involved read more

with andrew.tombs@zingit.org.uk

Audience: User, Implementer, Developer
Experience:
Type: Workshop
Room: Kinzie East

Friday, April 26, 2013

11:00 am to 12:30 pm

Session Description More info
Webform Tips and Tricks 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: Making your forms intuitive and easy to use... read more

with colemanw, aheath

Audience: Implementer
Experience: Intermediate
Type: Workshop
Room: Tamalpais
Big Dreams, Small Budget: CiviCRM for grassroots organizations Not everyone who uses CiviCRM is a giant. Some of our most grateful users are tiny organizations with just one, maybe zero, employees. They use CiviCRM for all kinds of things: grassroots organizing, advocacy, niche non-profit fundraising, and budding associations. We'll discuss the best practices for these "little guys" in a panel and Q+A session... read more

with josephlacey, Stoob, avaguilar

Audience: User, Implementer
Experience: Beginner
Type: Workshop
Room: Goldman Auditorium
CiviStats A session to explore how you can get information out of CiviCRM Using CiviCRM Advanced Search and Results Customising CiviCRM Reports Creating New Report Extensions maybe more...... We'll also be looking at CiviStats going forwardOver the past few years working with CiviCRM users often ask for reporting around key performance indicators, questions... read more

with Parvez

Audience: Implementer, Developer
Experience: Intermediate
Type: Workshop
Room: Kinzie East
The exterminator's toolbelt: Finding and eliminating bugs without staying up all night When things go well, no one notices. But for some reason, one little white screen of death sends the whole world to your door demanding answers. Who knew? In this session we'll look at what to do when the unexpected happens and you need to debug, especially when it's someone else's code -- either CiviCRM itself, or a related... read more

with AllenShaw

Audience: Implementer, Developer
Experience: Advanced
Type: Workshop
Room: Kinzie West

Friday, April 26, 2013

1:30 pm to 2:30 pm

Session Description More info
Lightning talks A Lightning Talk is a short presentation. Unlike other presentations, lightning talks last only a few minutes and we will deliver them in a single period by different speakers. Do you have a feature you'd like to talk about? Something interesting and special you have done in your organisation with CiviCRM? Want to share a case study of a success,... read more

with JonGold

Audience: User, Implementer, Developer
Experience:
Type: Presentation
Room: Goldman Auditorium

Friday, April 26, 2013

2:30 pm to 4:00 pm

Session Description More info
CiviCRM with WordPress: A Dynamic Duo! CiviCRM is a full database application that brings a ton of features to your WordPress website that makes your event, memership, donation and campaign management simple.  This workshop will: Demonstrate the advantage of using simple WordPress Themes with CiviCRM Showcase how templates can be built around features for CiviCRM Address why you want... read more

with dskallman

Audience: Implementer, Developer
Experience: Intermediate
Type: Workshop
Room: Kinzie East
CiviCRM Accounting Integration CiviCRM has changed the way that it handles financial information in version 4.3. This hands-on session will have two tracks. Using CiviAccounts The first track focuses on exercises that explore the more flexible and reliable ways that financial information is tracked and stored in CiviCRM. Participants will learn how to evaluate the cost-... read more

with Joe Murray

Audience: User, Implementer
Experience: Intermediate
Type: Workshop
Room: Goldman Auditorium
Designing stunning newsletters with CiviCRM Email newsletters are an important marketing and communications tool for many non-profit organizations. Very often this newsletter is your only permanent link to many of your constituents. And while it's content is key, there is no denying that the appearance of this newsletter also directly influences how your organization is perceived externally... read more

with nganivet

Audience: User, Implementer
Experience: Intermediate
Type: Workshop
Room: Tamalpais
Customizing and Extending CiviCRM in Joomla! In this session we will walk through best practices when customizing and tailoring CiviCRM to your needs, including: implementing events/hooks in Joomla plugins, PHP override files, template overrides, javascript/jquery-based modifications, css overrides, and an overview of the API. While the session will cover many general customization and... read more

with lcdweb

Audience: Developer
Experience: Intermediate
Type: Workshop
Room: Kinzie West

Friday, April 26, 2013

4:15 pm to 5:30 pm

Session Description More info
Duplicate Bootcamp - Double the Fun! This workshop will not prevent duplicate records.  It will give you tools for finding and managing them. Acknowledging that, we'll look at the way that dedupe rules are marked--strict and fuzzy, or new in 4.3, unsupervised, supervised, and general.  We'll play with creating rules for all occasions and work as a group to find solutions to your... read more

with andrewhunt

Audience: User
Experience: Beginner
Type: Workshop
Room: Goldman Auditorium
CiviCRM Strategic Planning - Open Meeting This is a strategic planning meeting for stakeholders in the CiviCRM ecosystem. It is open to all who wish to participate. The scope of a strategic planning meeting encompasses the state of the CiviCRM project and community. It does not include individual feature requests, bug reports, or integration questions. Tentative Agenda Discussion of... read more

with Michael McAndrew, colemanw, Dave Greenberg

Audience: User, Implementer, Developer
Experience:
Type: Workshop
Room: Tamalpais
Successful CiviCRM Implementation: An Executive Overview This is a workshop for executive directors, technology decision-makers, and anyone responsible for the long-term success of a CiviCRM implementation.  During this workshop, we will provide an executive-level overview of CiviCRM implementation--what are the key decisions that need to be made? What internal and external resources will your... read more

with dheath

Audience: User, Implementer
Experience:
Type: Workshop
Room: Kinzie West