See what every program grew: registrations, members and accounts.
The annual meeting, the webinars and the awards are the reasons members renew. Sessionboard puts what every member did at every program on one profile, syncs it to the AMS, and answers the board’s questions in plain language.
A WEEK IN THE ROLE · MONDAY
Every session a member attended is on their record.
Check-ins, on-demand plays, CE credits, survey answers and shares land on one profile per member and sync to iMIS, Fonteva or Nimble AMS. The Speaker CRM shows which members also speak, review and chair, so the volunteer pipeline is visible too.
- AMS sync
- Speaker CRM
- CE credits
- One profile per member
A WEEK IN THE ROLE · WEDNESDAY
The renewal note is built from the sessions they used.
Pathways puts members on the next step: renew with what they used, welcome to membership, invite to speak. The renewal note goes out with the sessions they attended and the replays they watched, and the list syncs to the AMS for the membership team.
- Pathways
- Renew · learn · speak
- Lists to CRM & AMS
- Dispatch
GROWSMember retention and non-dues revenue
A WEEK IN THE ROLE · FRIDAY
Ask what the program grew. Get the number and the why.
Registrations traced to sessions, engagement per member, accounts in the room, sponsor results. AI reports & dashboards per event and per org, and Ask for the question the board raised this morning. Your own assistant can run it through AI & MCP, with personal data masked.
- AI reports & dashboards
- Ask
- AI & MCP
- Engagement per member
AGENTS FOR THIS ROLE
Ask reports. Team Lead guides. Pathways acts.
Ask answers from your program data. Team Lead is the guide to every section. Pathways drafts the next step for each member and waits for your approval before anything goes out. Personal data is masked in AI answers by default.
Questions, answered
Does it replace our AMS?
No. The AMS stays the system of record for membership. Sessionboard adds what members did at your programs and writes it back.
Can the board use it without logging in?
Dashboards can be shared, and Ask answers through Claude, ChatGPT or any MCP-compatible assistant with the same permissions as the UI.
Where does our data live?
US or EU tenancy, your choice. Personal data is masked in AI answers by default and every agent action is logged.