

Join us for an unforgettable experience with the YMCA of Greater San Francisco. Whether you're in membership, operations, finance, technology, or part of the executive team, this conference is designed with you in mind.
We're excited to dive into conversations that spark new ideas, participate in hands-on workshops, and learn from best-practice sharing by different Ys. All designed to equip you with actionable strategies you can bring home. More than anything, we're excited about reconnecting. New faces, familiar faces - it’s all about community.
ALL interested YMCA organizations are welcome to join!
While typically designed for our customers, we're extending an invitation to all interested YMCA organizations seeking to learn more about Traction Rec, and from each other.
501 Geary St, San Francisco, CA 94102, United States
Register
Following the success of the last user conference, we expect a lot of the same, and then some more! Whether you're a tech-savvy pro or just starting your Traction Rec journey, you'll get the chance to really join in and are encouraged to share your experiences and what you've learned, and would like to learn.
There is no registration fee to attend this event, but you'll need to handle your travel and cover your accommodations.
The conference will take place at the The Marker Union Square San Francisco with optional activities located nearby. We‘ve blocked a limited number of rooms at the hotel:
Location: 501 Geary St, San Francisco, CA 94102, United States
Room rate: $199 per night + tax
Reservation Link
Here are some alternative nearby accommodations we also recommend within walking distance:
Download our customizable Request Approval Letter template, which outlines the benefits of the conference and helps you secure your organization’s support.

CEO
Traction Rec

VP, Product
Traction Rec
.png)
Director, Engagement
Traction Rec

Customer Success Specialist
Traction Rec
Before we dive into the main event, we'll be connecting with a pre-game warm up in Slack. If you're not already part of our Slack community channels, just give a shout to Katie Canfield (Customer Success Specialist) to get set up.
Any other event-related questions? Reach out to us.
Register


Join us for an unforgettable experience with the YMCA of Greater San Francisco. Whether you're in membership, operations, finance, technology, or part of the executive team, this conference is designed with you in mind.
We're excited to dive into conversations that spark new ideas, participate in hands-on workshops, and learn from best-practice sharing by different Ys. All designed to equip you with actionable strategies you can bring home. More than anything, we're excited about reconnecting. New faces, familiar faces - it’s all about community.
ALL interested YMCA organizations are welcome to join!
While typically designed for our customers, we're extending an invitation to all interested YMCA organizations seeking to learn more about Traction Rec, and from each other.
501 Geary St, San Francisco, CA 94102, United States
501 Geary St, San Francisco, CA 94102, United States
Following the success of the last user conference, we expect a lot of the same, and then some more! Whether you're a tech-savvy pro or just starting your Traction Rec journey, you'll get the chance to really join in and are encouraged to share your experiences and what you've learned, and would like to learn.
There is no registration fee to attend this event, but you'll need to handle your travel and cover your accommodations.
The conference will take place at the The Marker Union Square San Francisco with optional activities located nearby. We‘ve blocked a limited number of rooms at the hotel:
Location: 501 Geary St, San Francisco, CA 94102, United States
Room rate: $199 per night + tax
Reservation Link
Here are some alternative nearby accommodations we also recommend within walking distance:
Download our customizable Request Approval Letter template, which outlines the benefits of the conference and helps you secure your organization’s support.

CEO
Traction Rec

VP, Product
Traction Rec
.png)
Director, Engagement
Traction Rec

Customer Success Specialist
Traction Rec
Before we dive into the main event, we'll be connecting with a pre-game warm up in Slack. If you're not already part of our Slack community channels, just give a shout to Katie Canfield (Customer Success Specialist) to get set up.
Any other event-related questions? Reach out to us.


Join us for an unforgettable experience with the YMCA of Greater San Francisco. Whether you're in membership, operations, finance, technology, or part of the executive team, this conference is designed with you in mind.
We're excited to dive into conversations that spark new ideas, participate in hands-on workshops, and learn from best-practice sharing by different Ys. All designed to equip you with actionable strategies you can bring home. More than anything, we're excited about reconnecting. New faces, familiar faces - it’s all about community.
ALL interested YMCA organizations are welcome to join!
While typically designed for our customers, we're extending an invitation to all interested YMCA organizations seeking to learn more about Traction Rec, and from each other.
501 Geary St, San Francisco, CA 94102, United States
Following the success of the last user conference, we expect a lot of the same, and then some more! Whether you're a tech-savvy pro or just starting your Traction Rec journey, you'll get the chance to really join in and are encouraged to share your experiences and what you've learned, and would like to learn.
There is no registration fee to attend this event, but you'll need to handle your travel and cover your accommodations.
The conference will take place at the The Marker Union Square San Francisco with optional activities located nearby. We‘ve blocked a limited number of rooms at the hotel:
Location: 501 Geary St, San Francisco, CA 94102, United States
Room rate: $199 per night + tax
Reservation Link
Here are some alternative nearby accommodations we also recommend within walking distance:
Download our customizable Request Approval Letter template, which outlines the benefits of the conference and helps you secure your organization’s support.

CEO
Traction Rec

VP, Product
Traction Rec
.png)
Director, Engagement
Traction Rec

Customer Success Specialist
Traction Rec
Before we dive into the main event, we'll be connecting with a pre-game warm up in Slack. If you're not already part of our Slack community channels, just give a shout to Katie Canfield (Customer Success Specialist) to get set up.
Any other event-related questions? Reach out to us.
Join us for an unforgettable experience with the YMCA of Greater San Francisco. Whether you're in membership, operations, finance, technology, or part of the executive team, this conference is designed with you in mind.
We're excited to dive into conversations that spark new ideas, participate in hands-on workshops, and learn from best-practice sharing by different Ys. All designed to equip you with actionable strategies you can bring home. More than anything, we're excited about reconnecting. New faces, familiar faces - it’s all about community.
ALL interested YMCA organizations are welcome to join!
While typically designed for our customers, we're extending an invitation to all interested YMCA organizations seeking to learn more about Traction Rec, and from each other.
501 Geary St, San Francisco, CA 94102, United States
Register
Following the success of the last user conference, we expect a lot of the same, and then some more! Whether you're a tech-savvy pro or just starting your Traction Rec journey, you'll get the chance to really join in and are encouraged to share your experiences and what you've learned, and would like to learn.
There is no registration fee to attend this event, but you'll need to handle your travel and cover your accommodations.
The conference will take place at the The Marker Union Square San Francisco with optional activities located nearby. We‘ve blocked a limited number of rooms at the hotel:
Location: 501 Geary St, San Francisco, CA 94102, United States
Room rate: $199 per night + tax
Reservation Link
Here are some alternative nearby accommodations we also recommend within walking distance:
Download our customizable Request Approval Letter template, which outlines the benefits of the conference and helps you secure your organization’s support.

CEO
Traction Rec

VP, Product
Traction Rec
.png)
Director, Engagement
Traction Rec

Customer Success Specialist
Traction Rec
Before we dive into the main event, we'll be connecting with a pre-game warm up in Slack. If you're not already part of our Slack community channels, just give a shout to Katie Canfield (Customer Success Specialist) to get set up.
Any other event-related questions? Reach out to us.
7:30am - 8:45am
Breakfast & Conference Check-in
8:45am - 9:30am
Beginning Bonds: Welcome & Networking Kickoff
Join us for a warm welcome and networking kickoff as we gather, connect, and set the tone for the days ahead. This is your chance to meet fellow attendees and ease into the conference together.
9:30am - 10:00am
The Features Customers Are Actually Leaning Into
See which v60+ features customers are actively enabling and why they matter. Learn how these tools are delivering immediate value across real-world operations.
10:00am - 10:20am
Break & Transition
Breakout Sessions & Hands-on Workshop
10:20am - 11:05am
Breakout I: From Policy to Practice Inside Your System
Learn how teams are using Traction Rec to turn policies into consistent, real-world workflows. We’ll explore examples like waiver management, opt-ins, click-to-cancel, and how policy decisions show up clearly in the system.
10:20am - 11:05am
Breakout II: Shaping What’s Next for Registration - Designing Registration That Feels Thoughtful, Not Transactional
Join a focused feedback session centered on registration experiences. Share what’s working, what’s frustrating, and what you’d love to see improved as we shape future enhancements together.
11:05am - 11:15am
Break & Transition
Breakout Sessions & Hands-on Workshop
11:15am - 12:00pm
Breakout I: Flexible Pricing That Meets Your Community Where They Are
Learn how organizations are approaching financial assistance and flexible pricing in thoughtful, sustainable ways. This session focuses on real strategies, trade-offs, and lessons learned.
11:15am - 12:00pm
Breakout II: Shaping What’s Next for Finance
Take part in a customer-driven feedback session focused on finance workflows. Share challenges, priorities, and ideas to help guide future improvements.
12:00pm - 1:00pm
Lunch
1:00pm - 1:45pm
Where Agentforce Fits Into the Bigger Picture
Take a forward-looking look at how Agentforce fits into Traction Rec’s broader product vision. We’ll connect today’s capabilities with where AI-driven innovation is headed.
1:45pm - 1:50pm
Break & Transition
1:50pm - 3:10pm
Peer-Led Roundtable: Learning From Each Other Through the Tools We Use
Choose a roundtable based on the tools you use and love. Share how you’re leveraging vendors, tools for fundraising, leagues, documents, email, SMS, camps, and websites to improve day-to-day operations.
3:10pm - 3:25pm
Break & Transition
Breakout Sessions & Hands-on Workshop
3:25pm - 3:55pm
Breakout I: Keeping Up Without the Overwhelm
Learn how to approach new releases in a way that feels manageable, not disruptive. We’ll share strategies for prioritizing updates, communicating changes, and helping teams adopt with confidence.
3:25pm - 3:55pm
Breakout II: Getting Ready for NPC
Explore what’s changing with Nonprofit Cloud and why it matters for your organization. This session focuses on readiness, timelines, and how to make informed decisions as the ecosystem evolves.
3:55pm - 4:00pm
Break & Transition
4:00pm - 4:45pm
Client Success Spotlight: How One Team Turned Ideas Into Real Change
Hear directly from a customer as they share how they approached a real challenge, what they changed in the system, and what made the biggest impact.
6:00pm - 9:00pm
Networking Dinner
7:30am - 8:30am
Breakfast / Optional: Facility Tour @ Dogpatch YMCA (Registration Required)
8:45am - 9:00am
What We Heard and Where We’re Heading Next
We’ll review key themes from attendee feedback and survey insights. Learn how this input is shaping upcoming priorities and conversations throughout the day.
9:00am - 9:30am
What Registration Looks Like When AI Lends a Hand
Get a clear view of what Registration Agent can do today and what’s coming next. Learn how AI-powered automation simplifies workflows and reduces repetitive tasks for staff.
9:30am - 9:45am
Celebrating Impact!
Join us as we recognize organizations making a meaningful impact through innovation, creativity, and leadership within their communities.
9:45am - 9:55am
Break & Transition
Breakout Sessions & Hands-on Workshop
9:55am - 10:25am
Breakout I: A Pleasant Welcome Without the Waiting
Explore modern self-serve check-in experiences inside your facilities, including kiosks and supporting email communications. Learn how these tools reduce friction for members while easing the operational load on staff.
9:55am - 10:55am
Breakout II: Hands-On With Salesforce Flows
Get hands-on with Salesforce Flows and learn the basics of building automations that save time and reduce manual work. No prior experience required.
9:55am - 10:55am
Support Feedback Session
Stop by to chat with our Success & Support team, share feedback, ask questions, and get support on the spot.
10:30am - 11:00am
Breakout III: Sharing What You Need Next From Traction Rec
Join an interactive feedback session where your ideas, challenges, and priorities directly influence Traction Rec’s future direction.
10:55am - 11:00am
Break & Transition (for Breakout II / Support Feedback Session (Breakout III continues until 11:00am))
Breakout Sessions & Hands-on Workshop
11:00am - 11:45am
Breakout I: Reducing Manual Billing Work Without Losing Control
Dive into automated billing features designed to simplify operations and reduce manual effort. We’ll cover key functionality, setup considerations, and real use cases.
11:00am - 12:00pm
Breakout II: Hands-On Workshop: Learning How to Ask AI the Right Questions
Get hands-on experience building and testing Agentforce prompts. You’ll work through practical examples and gain a stronger understanding of how to guide AI toward useful, reliable results.
11:45am - 12:00pm
Break & Transition (for Breakout I (Breakout II continues until 12:00pm))
12:00pm - 1:00pm
Lunch
1:00pm - 1:30pm
What We’re Building Next and Why It Matters
Get a transparent view into Traction Rec’s product roadmap, including upcoming priorities and enhancements shaped by customer feedback.
1:30pm - 1:35pm
Break & Transition
Breakout Sessions & Hands-on Workshop
1:35pm - 2:05pm
Breakout I: The Salesforce Features You Didn’t Know You Had
Take a fresh look at Salesforce functionality that often goes underused or unnoticed. We’ll highlight practical features that simplify workflows and unlock more value.
1:35pm - 2:35pm
Breakout II: Building Reports People Actually Come Back To - Clarity for Finance Teams, Even When Things Get Complex
This deep dive walks through billing, revenue, and reporting with a focus on accuracy and confidence. Learn how to navigate complex financial scenarios while maintaining clear visibility and control.
2:05pm - 2:10pm
Break & Transition (for Breakout I (Breakout II continues until 2:35pm))
2:10pm - 2:35pm
Peer Perspectives Show and Tell
A casual, customer-led session where teams share how they’re using Traction Rec in real life. Expect quick demos, practical ideas, and inspiration from peers.
2:35pm - 3:00pm
Break & Transition
Breakout Sessions & Hands-on Workshop
3:00pm - 3:30pm
Breakout I: Client Success Spotlight: From Idea to Impact
Hear directly from a customer as they share how a specific idea turned into meaningful operational change using Traction Rec.
3:00pm - 3:30pm
Breakout II: Reimagining the Front Desk Experience
Learn how the front desk app and welcome center functionality can be tailored to your organization. We’ll explore how teams are improving service while keeping workflows efficient.
3:30pm - 3:35pm
Break & Transition
3:35pm - 4:30pm
Client Success Spotlight
4:30pm - 4:45pm
Conference Wrap-Up
5:30pm - 7:30pm
Networking Happy Hour
**Agenda is subject to change. Session times, speakers, and topics may be updated as we finalize the program.