One month until iCarol Customer Conference and User Group at Inform USA

We’re just a month away from the iCarol Customer Conference and User Group on Sunday, May 18, 2025, at the Hyatt Regency Orange County in sunny Garden Grove, California, and we’re getting excited as the event draws closer!

Whether you’re a longtime iCarol user or just getting started, this one-day event is all about helping you get more out of iCarol while connecting with others who are doing amazing work in the helpline and contact center world. All are welcome to join us that day, including those who don’t yet use iCarol but would like to learn more.

What’s in Store?

You can expect a full day of:

• Workshops that dive into key iCarol features
• Talks with our experts sharing real-world tips
• Sneak peeks at what’s coming next in iCarol
• Connections with your peers and swapping ideas

A Look at the Agenda

Here’s a quick overview of what’s planned for the day—there’s a lot to look forward to:

Coffee & Office Hours
Start your morning with coffee and muffins while chatting with the iCarol team and fellow attendees. Bring your questions, ideas, and anything else you’d like to talk through.

Vol-Staff Essentials: Using the New Homepage as a Communication Tool
Get a look at the redesigned iCarol Homepage and how it can streamline your daily navigation, keep staff informed, and help boost volunteer engagement. You’ll learn how to make the most of features like Quick Links, Announcements, and the Events Calendar.

Grant Magic: Diversify Funding and Build Capacity Using iCarol
Explore how iCarol tools like Public Web Forms, ReferralQ, and the Provider Portal can support new programs and bring in additional funding. You’ll hear how one organization used these tools to meet new service needs and expand their reach.

Resource Management Fundamentals
Get clear on how resource data is structured in iCarol and pick up tips on managing Agencies, Programs, and Sites. This session covers best practices for customizing field visibility and maintaining clean, useful data.

Supporting Frontline Staff: Resource Search and Referrals & Needs
Learn how iCarol helps staff deliver quick, effective referrals, share info with clients, and document both met and unmet needs. You’ll also discover how frontline users can flag resources, leave notes, and support data quality.

More Office Hours
As the day winds down, join us for more open conversation. It’s your chance to ask follow-up questions, share new ideas, and explore how iCarol can support your upcoming projects.

Why You’ll Want to Be There

This is your chance to hear directly from the iCarol team, learn from other users facing similar challenges, and walk away with practical insights you can apply right away. Whether you’re focused on improving workflows, data, or client services, there’s something here for everyone.

Get Ready

Here’s how to prepare:

• Register if you haven’t yet—space is limited, and you don’t want to miss out
• Review the full agenda and highlight the sessions most relevant to you

Stay in the Loop

For all the latest details, visit the official event page: iCarol Customer Conference Info

We can’t wait to welcome you in person, share what we’ve all been working on, and help you get even more from iCarol.