• CHARMS CONFERENCE 2017

    Meet Me in St. Louis! June 25-28, 2017

St. Louis, Missouri

23 - 30 June 2017

-All events held at this location's array of ballrooms!
-Special hotel rate of $125/night includes breakfast if you mention the Charms User Conference
-Priority booking* if you mention the Charms User Conference
-Sunday meet and greet will also be held at this location

St. Louis Lambert International Airport

The conference hotel provides a free shuttle to and from the airport if you call ahead!

Marriott St. Louis
Airport

All of our events will be conveniently held at the Marriot St. Louis Airport Hotel, located at:

10700 Pear Tree Dr
St. Louis, MO 63134
(314) 423-9700

Official Hotel
Accomodations*

Marriott St. Louis Airport is Highly Recommended!
Click here to make your reservation.
Last Day to Book: 6/2/2017

Local
Attractions

St. Louis Attractions

* There are a limited number of priority rooms that have been held for our conference. Mention "Charms User Conference" when calling. Payment and booking of the hotel room is still the responsibility of the attendee. In order to secure your room be sure and book as soon as possible!

Tentative Schedule

The schedule is not final at this time and can change depending on the whim of the organizers.

 Opening Night Meet & Greet

 Check-In

Please Find a Charms Officer to Check-in

 Opening Session


Video Presentation, Introductions and Conference Overview

A fun presentation and introduction to the newest features of Charms

 Basic Setup

  • Profile
  • Helpers
  • Preferences
  • Adult/Student Preferences
  • Passwords

 Financial Systems Overview

  • Financial area Structure
  • Four Ledgers
  • Tips to keep it simple

 Parent Communication

  • News/Chatboard
  • Interests
  • Document Uploading
  • Forms
  • Alumni, Contacts, Interests

 Student Import Wizard

  • Easy ways to load
  • Global Screens

 Bank Ledgers/Budget Setup

  • Sequence/Sub Categories
  • Compare Lines
  • Transactions
  • Online Payments

 Charms Calendar

  • Creating Events
  • Symbols
  • Event List and Hub
  • District Calendar
  • Syncing with Mobile

 Lunch

Time to Eat

 Student Records

  • Setup-Groups, Parts
  • Reports
  • Emails/Phone/Text Adults
  • Uniform Sizes
  • Class Schedule
  • Communication Log
  • Progress Log

 Miscellaneous Ledger

  • Basic Use
  • Items
  • Billing
  • Transfer
  • Import Opening Balances

 Documents, Forms, Chatdar

  • Upload all kinds of files
  • Available on mobile app
  • Collection of Forms
  • Student Chat section

 Charms Calendar

  • Adding Events
  • Modifying Events
  • Basic Volunteer Set-up
  • Syncing with Mobile
  • Attendance

 Online Payment Discussion

  • Setup
  • Where Recorded
  • Paypal/Revtrak/SchoolPay
  • Special Presentation - Affinipay

 Electronic Communication

  • Phone/Text
  • Free Text
  • Email 101

 Communication

  • News
  • Chatboard
  • Interests
  • Document Uploading
  • Forms
  • Practice Logs/Gradebook
  • Assignments

 Trips

  • Setup Wizard
  • Options
  • Chaparones
  • Payments
  • Statements
  • Global Pay

 Electronic Communication

  • Phone/Text
  • Free Text
  • Email 101

 Volunteer Area

  • Formatting Volunteer Slots
  • Modifying Volunteer Slots
  • Entering Hours
  • Setting up Reminders
  • Contacts can be Volunteers

 Basic Financial Overview

  • Financial Area Structure
  • Four Ledgers
  • Tips to keep it simple

 E-Comm - Finances

  • Teacher App
  • Email Statements
  • Student/Parent App
  • Email Trip/Statements

 Dinner/Evening On Your Own

We survived today! Drinks, snacks, chat.

Dinner on your own at nearby restaurants.

 Breakfast at Your Hotel

Most Important Meal of the Day

 Recording Studio


  • Assignments
  • Accompaniments
  • Create Accompaniments
  • Verbal Feedback
  • Mobile

 Fundraising


  • Types of Fundraising, and Considerations
  • Setup Activities
  • Value Given

 Inventory Management


  • Setup
  • Repairs
  • Barcoding
  • Check-In/Out
  • Reports

 Attendance / Calendar

  • For Admins
  • Manual Attendance
  • Using a Barcode Scanner

 Fundraising ( Contd ... )

  • Money Collected
  • Profit
  • Choices
  • Reports

 Library Management

  • Setup Categories
  • Publishers
  • Searching Reports
  • Recordings
  • Mobile
  • Check-in/out

 Parent Area (Parent-Side)

  • Personal Data
  • Practice Logs
  • Grades
  • Attendance
  • NEW! Self-Registration

 Fixed Payments

  • Setup
  • Fixed Dollar Amounts
  • Paid or Not Paid!
  • Transfer
  • Global Pay
  • Reports

 Basic Financial Overview

  • For everyone who didn't want to sit through 16 hours of financial training in the other room!

 Lunch

Time to Eat

 Special Presentation

  • Ludus Ticketing System

 Online Store Presentation

  • Setup, Technical aspects, Dealing with Finances

 Email

  • How does email work?
  • Why is email difficult?
  • What is SPAM?
  • Ways to help send email.

 Student Statements

  • Basic Statement
  • Balances Due
  • Credit Card Summary
  • Parent View
  • Receipts

 Uniform Management

  • Setup
  • Categories
  • Barcoding
  • Check-in/out
  • Fred J. Miller
  • Order Labels

 Everything Barcodes

  • Using the Symbol, Option, and Mobile scanners
  • Ordering Labels
  • Hands-on Demonstration

 Bank Ledgers

  • Transactions
  • Details
  • Reports
  • Budget Reports

 Volunteers at the Event

  • My Sign-Ups
  • Entering Hours
  • Contacts can be Volunteers
  • Barcode Tracking of Hours
  • Reports

 Charms Mobile "APP"

  • (Joint session with Assets/Communication track)

 Financial Reports

  • Reconciliation
  • 1099s
  • Audit Trail

 Charms Mobile "APP"

  • App for Adults and Students
  • App for Teachers
  • Cache
  • Troubleshooting
  • Student Recordings
  • Barcodes

 Happy Hour

Free Time for Attendees/Banquet Set-Up

 Banquet Dinner

Free Time for Attendees/Banquet Set-Up

 Concert / Casino

Place your bets! Good luck! Concert by Mark Wood followed by casino night!

 FAQ and Account Maintenance - Joint Session

  • Also: Choir, Band and Orchestra break-out presentations

 Financial Follow-up

  • Q & A
  • Special Circumstances
  • Unusual Fundraising Setups

 FAQ abd Account Maintenance - Joint Session

  • Also: Choir, Band and Orchestra break-out presentations

 End of Year Process ( Joint Session )

We close the school year on our conference account, and answer questions about the "Hows and Whys" of closing the school year in Charms Office.

 Guest Speaker

Recording artist, performer, producer, inventor, Emmy-winning composer and music education advocate Mark Wood has spent the past four decades electrifying the orchestra industry – literally. The Juilliard-trained violinist (he attended on full scholarship) first turned the string establishment on its head in the early 1970’s with his invention of the first solid body electric violin. His company Wood Violins is the premier manufacturer of electric violins, violas and cellos worldwide.

Mark Wood’s revolutionary music education program Electrify Your Strings! (now in its 17th year) is an intensive musical experience for school music education departments that boosts student self-esteem and motivation and helps raise money for music education. With more than 100,000 students reached, millions of dollars raised to help school music departments across the US, and dozens of school orchestra programs saved from the chopping block because of funds raised through his efforts, Mark Wood has proven himself a man of ideas, action and results. Showing no signs of slowing down, the multi faceted visionary continues to write, perform, record, invent and inspire. As a matter of fact, Mark Wood is just getting started.

Official Mark Wood website (markwoodmusic.com)
Electrify Your Strings (electrifyyourstrings.com)
Wood Violins (woodviolins.com)
MWROC Music Festival (mwroc.com)
Mark Wood Music Foundation (mwmfoundation.org)

 Lunch

Be sure to pick up your free gifts if you haven't already!!!

Farewell until next time!!!

Speakers

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Jonh Doe

CEO at PrimeumWP

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Susanne Grining

CEO at PrimeumWP

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Laurence Francis

CEO at PrimeumWP

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Susanne Grining

CEO at PrimeumWP

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Jonathan Franco

CEO at PrimeumWP

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Franklin Owein

CEO at PrimeumWP

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Register For the Conference

Please fill out all the information

Conference FAQ

What else do I need to know?

Yes. We are holding the conference at a hotel which does not provide any computers for the attendees. Laptops are great, iPads, etc.

Our conference is definitely hands-on, so you'll want to have something to use to follow along.
Absolutely! We create a Charms account specifically for the conference, and all attendees are both helpers and students in the account. We encourage you to play along!
We provide lunches on all three days and dinner on Tuesday night. You cover the transportation, hotels, and souvenirs from St. Louis.
Unfortunately we cannot give a discount if you cannot attend all sessions. We are required to pay the hotel for all the rooms and days. We hope you can stay for the conference and learn everything you can, but there is no discount for partial days.
Absolutely! We ask you to pay a small additional amount to help us cover the cost. You can add that when you register.
Our absolute cut off for refunds is June 10. After that we place the final details with the hotel, the speakers, the entertainment and all the Charms goodies we provide our attendees.

General Admission

Early Bird Registration Closes: April 1, 2017

Registration Includes:
  • Sunday night reception
  • 2-1/2 half days of Charms training
  • All lunches
  • Tuesday evening banquet
  • Conference Manual
  • Charms Gear
  • Mark Wood concert
  • A casino night
  • (Courtesy of Affinipay!)
$325 per person
(early bird rate; $350 regular rate)

Optional Add-ons:
  • Additional spouse/guest, Tuesday Night Banquet Tickets: $35