Wifi Network: Appfolio Customer ConfPassword: appfolio2017

*WORKSHOP: From Move-In to Move-On: Map Your Customer’s Journey

Time: 1:00-4:00PMLocation: Santa YnezSpeakers: J.J. Kercher, Kat Rich, Laurie Reiprich

Speakers: Amy Love, Lenka Keston, Jaclyn DeMartini, Ray Brown

Time: 1:00-3:00PMLocation: Sierra Madre

*WORKSHOP: Mob Design: Build a Better AppFolio!

Speakers: Stacy Holden, Mike Gordon, Dylan Tendler

Time: 3:30-5:00PMLocation: Sierra Madre

*WORKSHOP: All About ROI: Become a Numbers Know-It-All

Speakers: Beth Gilbert, Kate MacCorkle, Valerie Clarke

Time: 1:00-3:30PMLocation: San Rafael

*WORKSHOP: The Key to Problem-Solving

DAY 1 AGENDAM O N DAY, SEPTEMB ER 18 , 2017

Time: 2:00-5:30PMLocation: Santa Barbara Ballroom

Genius Expo Open

Time: 5:30-6:30PMLocation: Plaza Del Sol

Happy Hour

1:00-varied

5:30-6:30PM

*Pre-Registration Required

DAY 1 INFOM O N DAY, SEPTEMB ER 18 , 2017

*WORKSHOP: From Move-In to Move-On: Map Your Customer’s JourneyA customer journey map is a way to visually illustrate your customer’s needs, processes, touchpoints and perceptions throughout their relationship with your business—from their first interaction with your properties to their decision to put down roots long term. In this workshop, you will learn how to visualize your own customer’s journey with a map that helps your team understand and empathize with your tenant’s current experience in order to improve that experience through superior customer service. *Pre-Registration Required

Speakers: J.J. Kercher, Director, Customer Experience; Kat Rich, User Experience Designer; Laurie Reiprich, Manager, User Experience Research

Location: Santa Ynez

1:00-4:00PM

*WORKSHOP: The Key to Problem-SolvingNo one person makes all the decisions when it comes to AppFolio Property Manager; we use a variety of successful proven methods in our agile product development process. Property managers can apply these same concepts to their businesses to solve some of the most common challenges in the industry, like marketing vacancies and attracting new owners. In this interactive workshop, you’ll learn about the different and fun approaches to problem-solving that work for us, from “card” storming to dot voting to team retrospectives. Together in groups, you will use some of the methodologies to break down a larger business challenge into manageable tasks in order to solve it; and you will all leave the session with a plan for action. *Pre-Registration Required

Speakers: Beth Gilbert, Director, Customer Development; Kate MacCorkle, Sr. User Experience Researcher; Valerie Clarke, Sr. Agile Coach Location: San Rafael

1:00-3:30PM

1:00-3:00PM

*WORKSHOP: Mob Design: Build a Better AppFolio!How would you like to collaborate with a few fellow property managers and an AppFolio User Experience Designer to build a new tool that directly impacts your success? Join us for a 2-hour working product design session where you are in control of our software. You will get to share feedback and explore the world of iterative software design while our designers sculpt a brand-new feature in front of your eyes. The best features built in this session will be passed to our developers and become a permanent part of AppFolio Property Manager! *Pre-Registration Required

Speakers: Amy Love, Manager, User Experience Design; Lenka Keston, Jaclyn DeMartini, User Experience Design Leads; Ray Brown, Sr. Visual Designer

Location: Sierra Madre

3:30-5:00PM

*WORKSHOP: All About ROI: Become a Numbers Know-It-AllLet’s say your company is still printing checks—what is the cost of printing each check? Who is involved, and how much time are they spending? Could this cost be eliminated altogether? This is just a small example of the many aspects of your business that cost a lot of money over time. Sit down with an AppFolio ROI expert and uncover all of the hidden costs weighing down your profitability. Learn how you can leverage your partnership with AppFolio to eliminate unnecessary spend and maximize on your investment. *Pre-Registration Required

Speakers: Stacy Holden, Project Director; Mike Gordon, Dylan Tendler, Solution Engineer, Team Leads Location: Sierra Madre

The following workshops are also available on Wednesday.

DAY 2 AGENDAT U E S DAY, SEPTEMB ER 19, 2017

Breakfast & Networking, Plaza Del Sol | Genius Expo Open

Guest Keynote David Rose, Award-Winning Entrepreneur, Author, & Instructor at MIT Media Lab

Welcome Jason Randall, President & CEO

Coffee Break | Genius Expo Open

Genius Expo Open

Customer Appreciation Party, Plaza Del Sol

Make Accounting Work for You – Batch Accounting – Session 2

Managing Your Mixed Portfolio – Community Association Management in AppFolio Property Manager

Speaker: Jake Schlingman

Speaker: David Gaultiere

Become an Accounting Reporting Pro: Advanced Reporting Tips & Tricks

Get Engaged: How to Reach Your Customers Using AppFolio Property Manager

The Two-Year Plan: Building a Long-Term Growth Strategy

Speakers: Michael Cotney & Morgan Shaw Speaker: Ronnie RegevSpeaker: Emma Medjuck Guest Speaker: Dan McCoy

Attract and Retain Top Talent Without Spending Another Dime

We Won’t See You in Court

Dirty Books? Clean Them Up with AppFolio’s Financial Diagnostics Tool

Speaker: Kenna Edwards

Speaker: Katelyn Surak

Guest Speaker: Puneet Singh, Esq.

Unclog Your Maintenance Breaking the “More Doors = More Money” Myth

What Auditors Commonly Look for & How to Find It in AppFolio

Speakers: Quincy Oswald & Taelor Witham

Speaker: Justin DavisGuest Speaker: Alex Osenenko

Make Accounting Work for You – Customize Your Accounting – Session 1

Managing Your Mixed Portfolio – Commercial Property Management in AppFolio Property Manager

Report Smarter, Not Harder

Speaker: Arezou GholamiSpeaker: David Gaultiere

Speakers: Chris Rovell & Morgan ShawTime: 3:30-4:15PM

Location: Santa Ynez

ALL ABOUT ACCOUNTINGTrack 1

Location: San Rafael

MAXIMIZE APPFOLIOTrack 2

Location: Sierra Madre

INSIGHTS IN ACTIONTrack 3

Genius Expo Open, Santa Barbara Ballroom

# ihear t appfo l io

8:00AM-5:30PM

8:00-9:00AM

9:00-10:00AM

10:00-11:00AM

11:00-11:30AM

11:30AM-12:15PM

12:15-1:15PM

1:15-2:00PM

2:15-3:00PM

3:00-3:15PM

3:30-3:55PM

4:00-4:25PM

4:15-5:30PM

6:00-9:00PM

Lunch, Plaza Del Sol | Genius Expo Open

Break | Genius Expo Open

DAY 2 INFOT U E S DAY, SEPTEMB ER 19, 2017

Track 1: All About Accounting

11:30AM-12:15PM

Become an Accounting Reporting Pro: Advanced Reporting Tips & TricksProper reporting is like good nutrition—tricky to maintain but vital to the health of a successful business. Refine your reporting expertise by customizing accounting reports for deeper analytics and tracking. From filtering and sorting to grouping and adjusting, we’ll whip you into reporting shape in no time.

Speakers: Michael Cotney, Customer Success Key Account Manager & Morgan Shaw, Manager, Customer Success Location: Santa Ynez

Get Engaged: How to Reach Your Customers Using AppFolio Property ManagerAs newer renters and owners enter the market they expect you to use more modern channels for things like maintenance or monthly statements. Ronnie Regev, Group Product Manager for AppFolio, explores how you can leverage AppFolio’s most modern communication and payments tools to deliver the best experience to your renters and owners.

Track 2: Maximize AppFolioSpeaker: Ronnie Regev, Group Product Manager Location: San Rafael

9:00-10:00AM

WelcomeSpeaker: Jason Randall, President & CEO Location: Grand Ballroom

10:00-11:00AM

Guest KeynoteGuest Speaker: David Rose, Award-Winning Entrepreneur, Author, & Instructor at MIT Media Lab Location: Grand Ballroom

Attract and Retain Top Talent Without Spending Another DimeDid you know that AppFolio’s robust self-help and training resources can actually help you shorten new employee ramp time and boost overall happiness? Join Katelyn Surak, Sr. Manager of Training and Enablement, as she walks you through top resources and best practices so you can use your technology investment to make the most of your human ones.

Track 2: Maximize AppFolioSpeaker: Katelyn Surak, Sr. Manager, Training and Enablement Location: San Rafael

We Won’t See You in CourtProperty management’s coolest lawyer returns once more for an update on FHA and ADA compliance for 2017 and beyond. Puneet Singh returns to our stage with sound advice on avoiding costly complaints and drive-by lawsuits, thanks to her time-tested strategies and famous tagline: Document. Document. Document.

Track 3: Insights in ActionGuest Speaker: Puneet Singh, Esq. Location: Sierra Madre

What Auditors Commonly Look for & How to Find It in AppFolioNo bones about it, going through an audit is tough, especially when you don’t know how to provide the requested data. Learn what financial auditors commonly look for, and how to locate and troubleshoot that information in AppFolio Property Manager.

Track 1: All About Accounting

Speakers: Quincy Oswald, Sr. Implementation Manager & Taelor Witham, Customer Success Account Manager Location: Santa Ynez

1:15-2:00PM

Track 3: Insights in Action

The Two-Year Plan: Building a Long-Term Growth StrategyRome wasn’t built in a day and neither was GSF Properties Inc., a 5-year AppFolio customer that currently manages over 9,000 units. Dan McCoy, EVP of Operations for GSF, shares how they built a two-year strategy for growth, and AppFolio Director of Product Management Emma Medjuck will highlight the technology and innovation that helped GSF reach their growth potential.

Speaker: Emma Medjuck, Director, Product Management Location: Sierra MadreGuest Speaker: Dan McCoy, GSF Properties Inc.

DAY 2 INFOT U E S DAY, SEPTEMB ER 19, 2017

Breaking the “More Doors = More Money” MythProperty managers often define the success of their business by the size of their portfolio, but what if that’s not the case? Alex Osenenko, property management growth professional and CEO of Fourandhalf, explains his tried-and-true strategies for boosting profitability by cutting costs and expanding services without increasing portfolio size. *This session is great for property managers in rural areas where new units are limited or in regions where new construction is slow.

Guest Speaker: Alex Osenenko, President & CEO of Fourandhalf Location: Sierra Madre Track 3: Insights in Action

Unclog Your Maintenance FlowIt’s a proven fact—the faster the maintenance team gets things done, the more profitable the business. We’ve built a ton of new features to help you streamline your maintenance process—be sure to check out this session to improve your response times, and stick around for some other great things that we have coming down the pipeline (get it!?).

Speaker: Justin Davis, Associate Product Manager Location: San Rafael Track 2: Maximize AppFolio

2:15-3:00PM

Dirty Books? Clean Them Up with AppFolio’s Financial Diagnostics Tool How does your accounting look? AppFolio’s built-in financial diagnostics tool is designed to keep your finances looking squeaky-clean. Learn how you can use this feature and correct common accounting mistakes to ensure that your data is accurate.

Track 1: All About AccountingSpeaker: Kenna Edwards, Internal Training Manager Location: Santa Ynez

3:30-4:15PM

Report Smarter, Not HarderAppFolio Property Manager may have opened your eyes to more data and reporting than you ever imagined, but it’s impossible to focus on all of the numbers at once. AppFolio business analytics experts will walk you through how to focus on the right data at the right times based on the trends we’re seeing in the market right now.

Speaker: Chris Rovell, Product Manager & Morgan Shaw, Manager, Customer Success Location: Sierra Madre Track 3: Insights in Action

Managing Your Mixed Portfolio | Commercial Property Management in AppFolio Property ManagerJoin this power session to get a crash course in optimizing the management of your commercial properties, by leveraging all the new and existing features in AppFolio.

Speaker: David Gaultiere, Product Manager Location: San Rafael Track 2: Maximize AppFolio

3:30-3:55PM

Make Accounting Work for You | Customize Your Accounting | Session OneWe’ll show you how to utilize automated tasks and workflows to save time, and cover all of the available options to customize your accounting preferences.

Speakers: Arezou Gholami, Customer Success Key Account Manager Location: Santa Ynez Track 1: All About Accounting

Managing Your Mixed Portfolio | Community Association Management in AppFolio Property ManagerIf you manage community associations, this is the power session for you. Learn all the tips, tricks and best practices for getting the most out of AppFolio’s community association management features and functionality.

Speaker: David Gaultiere, Product Manager Location: San Rafael Track 2: Maximize AppFolio

4:00-4:25PM

Make Accounting Work for You | Batch Accounting: Do More with Less | Session TwoBatch accounting features in AppFolio allow you to complete common tasks in just a few easy clicks. See how these built-in features help you avoid repetitive data entry and posting, to accomplish more in less time!

Speaker: Jake Schlingman, Training Manager Location: Santa Ynez Track 1: All About Accounting

DAY 3 AGENDAW E D N E S DAY, SEPTEMB ER 20, 2017

Breakfast & Networking, Plaza Del Sol | Genius Expo Open

Coffee Break | Genius Expo Open

Market Trends Nat Kunes, Vice President, Product Management

Top New Accounting Features & How to Use Them

Screening in Today’s Regulatory Environment

Your Online Reputation Precedes You...

Speakers: Anna Gordon & Colin McCoy Speaker: Wade Newsom Guest Speakers: Barbara Savona & Rebecca Ross

Streamline Your Accounting - Paperless Receivables

Automate Your Leasing Flow: From Marketing to Move-In

Top Market Trends Impacting Your Business

Speaker: Lauren CassisTime: 11:30-11:55AM Time: 11:30-12:15PM

Speakers: Torri DeVries & Cecilia PinedaTime: 11:30-12:15PM

Speaker: Joe Sidebotham

Streamline Your Accounting - Paperless Payables

Time: 12:00-12:25PM

Speaker: Sean Kelly

*WORKSHOP: From Move-In to Move-On: Map Your Customer’s Journey

*WORKSHOP: The Key To Problem-Solving

*WORKSHOP: Mob Design: Build a Better AppFolio!

*WORKSHOP: All About ROI: Become a Numbers Know-It-All

Time: 1:00-4:00PMTime: 1:00-3:30PM

Location: Sierra Madre North

Location: San RafaelLocation: Santa Ynez

Location: Sierra Madre South

Time: 1:00-3:00PMTime: 1:00-2:30PM

Location: Santa Ynez

ALL ABOUT ACCOUNTINGTrack 1

Location: San Rafael

MAXIMIZE APPFOLIOTrack 2

Location: Sierra Madre

INSIGHTS IN ACTIONTrack 3

# ihear t appfo l io

Genius Expo Open, Santa Barbara Ballroom8:00AM-2:00PM

8:00-9:00AM

9:00-10:00AM

10:00-10:30AM

10:30-11:15AM

11:15-11:30AM

12:15PM

12:15-2:00PM

1:00-varied

11:30-varied

Speakers: J.J. Kercher, Kat Rich, Laurie Reiprich

Speakers: Amy Love, Lenka Keston, Jaclyn DeMartini, Ray Brown

Speakers: Stacy Holden, Mike Gordon, Dylan Tendler

Speakers: Beth Gilbert, Kate MacCorkle, Valerie Clarke

Break | Genius Expo Open

Grab-and-Go Lunch, Plaza Del Sol | Customer Conference Close

Genius Expo Open

*Pre-Registration Required

DAY 3 INFOW E D N E S DAY, SEPTEMB ER 20, 2017

Your Online Reputation Precedes You...Your online reputation is paramount to the success of your business. Seriously. We brought in Barbara Savona, CEO of Sprout Marketing, to show you how to own and manage your online presence. Learn what and where to post across social media, how to leverage these spaces for growth, and how to use the voice of your customer to improve your service.

Track 3: Insights in ActionGuest Speakers: Barbara Savona, CEO & Rebecca Ross, Branding Director, Sprout Marketing Location: Sierra Madre

10:30-11:15AM

Top New Accounting Features & How to Use ThemDid you know that we release new features every week to keep you at the forefront of property management technology? Learn about the accounting-focused items we’ve recently released that help enhance your accounting workflows and practices. From Bank Recs to eChecks, we’ve got everything you need to succeed.

Track 1: All About AccountingSpeakers: Anna Gordon, Manager, Customer Success & Colin McCoy, Manager, Customer Success Location: Santa Ynez

Screening in Today’s Regulatory EnvironmentCompliance can be a tricky subject when screening tenants and requires constant attention to detail. Master the Art of the Screen without adding more stress to your workflow. We’ll cover best practices as well as how you can leverage AppFolio Property Manager to stay compliant with data security and changing regulations.

Track 2: Maximize AppFolioSpeaker: Wade Newsom, Manager, Value Added Services Location: San Rafael

Streamline Your Accounting | Paperless ReceivablesFrom application fees to tenant payments, master the process of tracking online payments in AppFolio.

Track 1: All About AccountingSpeaker: Lauren Cassis, Sr. Manager, Customer Success Location: Santa Ynez

11:30-11:55AM

Top Market Trends Impacting Your BusinessWe take a deep dive into the rental housing market data to look at where the market is going and how these trends differ by region. Learn what these trends mean for your business and your customers both locally and nationally.

Track 3: Insights in ActionSpeaker: Joe Sidebotham, Account Executive Location: Sierra Madre

11:30AM-12:15PM

Automate Your Leasing Flow: From Marketing to Move-InPerhaps one of AppFolio’s most powerful tools for increasing your profitability, the marketing flow is an essential part of your continued success. Learn best practices for marketing your properties, managing showings, and using templates to expedite lease preparation to fill your vacancies in no time.

Speakers: Torri DeVries, Customer Engagement Manager & Cecilia Pineda, Customer Success Account Manager

Track 2: Maximize AppFolio

Location: San Rafael

# ihear t appfo l io

9:00-10:00AM

Market TrendsSpeaker: Nat Kunes, Vice President, Product Management Location: Grand Ballroom

12:00-12:25PM

Streamline Your Accounting | Paperless PayablesFrom vendor payments to management fees, learn how to effectively use AppFolio’s paperless eCheck feature.

Track 1: All About AccountingSpeaker: Sean Kelly, Customer Success Key Account Manager Location: Santa Ynez

DAY 3 INFOW E D N E S DAY, SEPTEMB ER 20, 2017

*WORKSHOP: From Move-In to Move-On: Map Your Customer’s JourneyA customer journey map is a way to visually illustrate your customer’s needs, processes, touchpoints and perceptions throughout their relationship with your business—from their first interaction with your properties to their decision to put down roots long term. In this workshop, you will learn how to visualize your own customer’s journey with a map that helps your team understand and empathize with your tenant’s current experience in order to improve that experience through superior customer service. *Pre-Registration Required

Speakers: J.J. Kercher, Director, Customer Experience; Kat Rich, User Experience Designer; Laurie Reiprich, Manager, User Experience ResearchLocation: Santa Ynez

1:00-4:00PM

1:00-3:00PM

*WORKSHOP: Mob Design: Build a Better AppFolio!How would you like to collaborate with a few fellow property managers and an AppFolio User Experience Designer to build a new tool that directly impacts your success? Join us for a 2-hour working product design session where you are in control of our software. You will get to share feedback and explore the world of iterative software design while our designers sculpt a brand-new feature in front of your eyes. The best features built in this session will be passed to our developers and become a permanent part of AppFolio Property Manager! *Pre-Registration Required

Location: Sierra Madre NorthSpeakers: Amy Love, Manager, User Experience Design; Lenka Keston, Jaclyn DeMartini, User Experience Design Leads; Ray Brown, Sr. Visual Designer

1:00-2:30PM

*WORKSHOP: All About ROI: Become a Numbers Know-It-AllLet’s say your company is still printing checks—what is the cost of printing each check? Who is involved, and how much time are they spending? Could this cost be eliminated altogether? This is just a small example of the many aspects of your business that cost a lot of money over time. Sit down with an AppFolio ROI expert and uncover all of the hidden costs weighing down your profitability. Learn how you can leverage your partnership with AppFolio to eliminate unnecessary spend and maximize on your investment. *Pre-Registration Required

Location: Sierra Madre SouthSpeakers: Stacy Holden, Project Director; Mike Gordon, Dylan Tendler, Solution Engineer, Team Leads

Speakers: Beth Gilbert, Director, Customer Development; Kate MacCorkle, Sr. User Experience Researcher; Valerie Clarke, Sr. Agile Coach Location: San Rafael

*WORKSHOP: The Key to Problem-SolvingNo one person makes all the decisions when it comes to AppFolio Property Manager; we use a variety of proven methods in our agile product development process. Property managers can apply these same concepts to their businesses to solve some of the most common challenges in the industry, like marketing vacancies and attracting new owners. In this interactive workshop, you’ll learn about the different and fun approaches to problem-solving that work for us, from “card” storming to dot voting to team retrospectives. Together in groups, you will use some of the methodologies to break down a larger business challenge into manageable tasks in order to solve it; and you will all leave the session with a plan for action. *Pre-Registration Required

1:00-3:30PM

1

Genius Bar: Make an appointment with a Product Expert to ask about a new feature or talk about your product workflows.

Business Health Check: Schedule a 1-1 consultation to learn ways to operate your business more efficiently.

Customer Advocacy: Stop by to share your product suggestions and take a “test flight” of upcoming features.

Attend educational sessions and workshops from industry experts.

Network with peers, indulge in great food and enjoy the party!

Register!

Visit the Smart Home Experience.

Visit the Genius Expo.

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