iCarol Customer Conference
Sunday, May 18, 2025
Garden Grove, California
iCarol Customer Conference
Plan to join us on Sunday, May 18, 2025 in Garden Grove, California
Hyatt Regency Orange County
Harbor Room – 2nd Floor of the North Tower
8:00am – 4:00pm
Schedule and Agenda
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Coffee/Office Hours
8:00am – 9:00amCome early for coffee and muffins, and bring your iCarol questions, ideas, and anything else you might wish to discuss. -
Vol-Staff Essentials: Using the new Homepage as a Communication Tool
9:00am – 9:45amJoin us for an exciting training session where we’ll unveil the new and improved iCarol Homepage! Discover how the latest enhancements can streamline your navigation, keep your team informed, and boost engagement with your volunteer-staff users. Learn to leverage key features like Quick Links, News and Announcements, and the Events Calendar to optimize your daily tasks and communication. Don’t miss this opportunity to explore the modernized iCarol experience and get hands-on tips to make the most of these powerful tools to transform the way you connect with your teams! -
Grant Magic: Diversify Funding and Build Capacity using iCarol
9:45am – 10:30amJoin us for an inspiring training session where we’ll explore how iCarol’s Grant Program can help you diversify funding and build capacity within your organization. Discover a real-world use case where an iCarol customer accessed a free trial of our Public Web Forms, ReferralQ, and Provider Portal to coordinate referrals and track the progress of help-seekers receiving services. Learn how they leveraged these tools to meet the needs of a new program, bringing in additional revenue and expanding their agency’s capabilities. Don’t miss this opportunity to see how iCarol’s powerful tools can transform your programs and funding strategies! -
Break
10:30am – 10:45am -
Resource Management Fundamentals
10:45am – 11:30amGain a clear understanding of how resource data is structured in iCarol, including the hierarchy of Agencies, Programs, Sites, and Programs at Sites. We’ll guide you through best practices for managing field visibility, customizing field options. This session is ideal for anyone looking to strengthen the foundation of their resource management and ensure their data is accurate, accessible, and aligned with organizational needs. -
Supporting Frontline Staff: Resource Search and Referrals & Needs
11:30am – 12:15pmExplore how iCarol empowers frontline staff in delivering timely, effective referrals. We’ll demonstrate how staff can optimize search capabilities, flag resource records, leave notes for Resource Managers, and contribute to ongoing data quality. You’ll also learn how to share resources with clients via email or SMS, and how to document both met and unmet needs. This session bridges the gap between front-line interaction and behind-the-scenes resource management, creating a more responsive, informed system. -
Lunch Break (On Your Own)
12:15pm – 1:30pm -
User Group
1:30pm – 3:30pmJoin us for an engaging session where we’ll review our latest releases, share what we’re currently working on, and provide an update on our modernization project and future focus areas. We’ll also brainstorm ways to improve the user experience and Contact management in iCarol and vote on ideas for the future. This is a great opportunity to be part of the conversation and help shape the future of iCarol. Don’t miss out on this chance to contribute your ideas and see how we can make iCarol even better together! -
Office Hours
3:30pm – 4:00pmWe hope you’ve been inspired by this full day of learning and brainstorming. As we end our day we’ll invite everyone to ask any additional questions, share ideas, talk about their upcoming projects and inquire on how iCarol can help.
Frequently Asked Questions
Where is the event?
Our event is at the Hyatt Regency Orange County (same hotel as the Inform USA Conference) located ay 11999 Harbor Blvd, Garden Grove, California 92840. We will be on the 1st Floor in the Imperial Room.
What time will things start?
We’ll start with open office hours at 8am. You’re welcome to come during this time to hang out with us for coffee and refreshments, questions and conversation. Our sessions will kick off at 9am.
I can only attend for part of the day/limited sessions, is that okay?
Yes, absolutely! We understand that with travel arrangements and other commitments, not all will be able to join us for the entire day. Please review the schedule of events at the top of this page and join us whenever you like for as long as you like.
Where can I find the full schedule of sessions/events?
At the top of this page you’ll find our full schedule for the day. We have four presentations planned, plus our User Group. There will be one short break in the morning, and a 75 minute break for lunch (not provided by iCarol).
Will iCarol provide any food/drink?
Yes – we will have coffee and muffins first thing in the morning. We plan to break for lunch at 12:15pm and will resume at 1:30pm. We are not providing lunch but there are multiple lunch options found in and near the hotel.
I have questions for my iCarol team, can I ask those at this event?
Yes! We’ll be happy to connect with you on any and all questions, concerns, ideas, and more that you may have related to iCarol. Please bring those to us anytime (open office hours at the start and end of our day are especially set aside for this). Or if you aren’t available for our customer conference, stop by our booth (202) at the Inform USA conference at any time during exhibit hours.
Where else can I connect with iCarol during Inform USA?
In addition to our Customer Conference and User Group on Monday, we’ll also have a booth in the exhibit hall (Ballroom A, Booth 204) throughout the conference. We’re also hosting the Happy Hour event on Tuesday, May 21 starting at 4:30pm. Come to our booth (204) for games, networking, conversation, and FUN!