Novi Roundtables

View recordings of past Roundtables.

Pete Zimek, CAE avatar Jenn Norman, CAE avatar Melisa Smith avatar +4
48 articles in this collection
Written by Pete Zimek, CAE, Jenn Norman, CAE, Melisa Smith and 4 others

Roundtable: Get Ready for Renewals

August 18, 2021
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Data Security Best Practices

July 14, 2021
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Revenue Recognition

June 9, 2021
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Reports and Groups Tips and Tricks (Part 2)

May 28, 2021 Week of Novi Roundtables
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Ecommerce Best Practices

May 25, 2021 Week of Novi Roundtables
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Keeping your Data Clean

May 27, 2021 Week of Novi Roundtables
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Winning over Prospects and Keeping Members Engaged

May 24, 2021 Week of Novi Roundtables
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Retargeting and Revenue Opportunities

May 5, 2021 Feathr; Growing Membership and Revenue Opportunities with Retargeting
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Using your Website and Novi admin as a Marketing Tool

April 7, 2021
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Bookkeeping 101 with QuickBooks Online

March 11, 2021
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Written by Jaime Morgan, CAE
Updated over a week ago

Developer Demo: Member Directories

March 10, 2021
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Reports Tips & Tricks

March 3, 2021
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Email Automation Ideas

February 4, 2021: Using Novi Groups for Email Automation
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Backlog Review & 2021 Priorities

December 2, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Virtual Events

November 11, 2020 - Tips on hosting virtual events.
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Content Hubs

October 7, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable Recap: Dues Rules & Renewals

September 1, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: One on One Member Engagement

August 5, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Developer Demo: Auto Pay

July 7, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Awards Program Management

July 1, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Frontend Content

June 3, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Surveys

May 6, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Developer Demo: Activity Timeline

April 9, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Novi Roundtable: Reports & Groups Tips and tricks

Best practices & tips for creating custom reports and groups.
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: How to Keep Your Member Data Clean

Learn how and why to keep your member data clean with Novi AMS tools.
Jenn Norman, CAE avatar
Written by Jenn Norman, CAE
Updated over a week ago

Taking Your Association Remote During the Coronavirus Pandemic

Impromptu Roundtable
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Written by Jaime Morgan, CAE
Updated over a week ago

Coronavirus - Communications Best Practices

In this impromptu roundtable, we discuss crisis communication and best practices for rescheduling events.
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Written by Jenn Norman, CAE
Updated over a week ago

Novi Roundtable: Getting The Most Out of Novi's Ecommerce Updates

March 4, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Novi Roundtable: Member Engagement at Renewal Time and After

February 5, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Novi Roundtable: Virtual Events, Part Two

January 13, 2020
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Written by Jaime Morgan, CAE
Updated over a week ago

Roundtable: Using Live Chat to Better Serve Members

Hear how some of our current customers are using live chat to engage with and better serve members.
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Written by Jenn Norman, CAE
Updated over a week ago

Novi Roundtable: SEO Best Practices for Associations

October 20, 2019
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Written by Melanie Dupont
Updated over a week ago

Novi Roundtable: Utilizing Google Analytics

October 16, 2019
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Written by Melisa Smith
Updated over a week ago

Novi Roundtable: Remote Work - How to Create Happier Employees Who Get More Done

October 10, 2019
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Written by Pete Zimek, CAE
Updated over a week ago

Novi Roundtable: Email Deliverability

October 9, 2019
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Written by Melisa Smith
Updated over a week ago

Novi Roundtable: Feathr

September 25, 2019
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Written by Pete Zimek, CAE
Updated over a week ago

Novi Roundtable: Website Accessibility Best Practices

September 18th, 2019
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Written by Spencer Goad
Updated over a week ago

Novi Roundtable: Dues Rules & Renewals

September 11, 2019
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Written by Melisa Smith
Updated over a week ago

Novi Roundtable: New Member Signup Overview

September 4, 2019
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Written by Spencer Goad
Updated over a week ago

Novi Roundtable: Career Center Best Practices

August 21, 2019
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Written by Jenn Norman, CAE
Updated over a week ago

Novi Roundtable: Using Groups To Segment Members For Email Marketing

July 17, 2019
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Written by Tracy Mingin
Updated over a week ago

Novi Roundtable: Accounting Experts (And Soon To Be Experts) Unite!

June 5, 2019
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Written by Pete Zimek, CAE
Updated over a week ago

Novi Roundtable: Membership Data & Custom Fields

May 22, 2019
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Written by Pete Zimek, CAE
Updated over a week ago

Novi Roundtable: Developer Demo

May 1, 2019
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Written by Pete Zimek, CAE
Updated over a week ago

Novi Roundtable: Website Content & Design Customization

April 24, 2019
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Written by Pete Zimek, CAE
Updated over a week ago

Novi Roundtable: QuickBooks Payments, Unsent Invoices, Novi Guest & Other Accounting

April 17, 2019
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Written by Pete Zimek, CAE
Updated over a week ago

Novi Roundtable: Large Events

April 10, 2019
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Written by Pete Zimek, CAE
Updated over a week ago

Novi Roundtable: Data Harvesting

August 15, 2018
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Written by Pete Zimek, CAE
Updated over a week ago