Join us at the next pre-Summit Academy in
June 23, 2026
Join us in Nashville for our annual pre-Summit Slate training event!
Join Strata Information Group for a day of Slate strategy, innovation and growth as we share how to implement and optimize assignment lists and cadences to enhance engagement with your applicants, students and donors.
Your Academy experience includes:
- Hands-on instruction on how to configure and use assignment lists, cadences and express portals
- Demonstration of AI prompting and lessons on how to successfully leverage Slate's AI tools to analyze your data
- Interactive learning activities that you can bring back to your institution via a Clean Slate environment
- Strategic discussion of how to utilize Slate's features and functionality to optimize your engagement levels with your applicants, students and donors
"Academy was a solid day of hands-on learning, support and important insights from a team of Slate subject matter experts. I walked out feeling more confident about how I use Slate and was excited to implement new strategies." Kate McNally, Johns Hopkins Carey Business School
Curriculum
Attendees will learn the ins and outs of creating assignment lists and cadences through hands-on instruction with our expert consultants. Assignment lists leverage configurable joins querying to create dynamic lists of records with whom users are requested to engage, while cadences define the action and timing at which a user should engage with records in their list. Attendees will be guided through the configuration of these features and learn how to apply them to a variety of use cases.
We’ll also share how to build and integrate express portals to share lists and tasks with users. Portals define the user experience and bring your records and data to the immediate attention of those who need to use it. We'll also explore the world of artificial intelligence prompting, and demonstrate how AI can make your data more meaningful and actionable.
Finally, attendees will participate in a strategic discussion of engagement strategies and how to make the most of Slate functionality to ensure that user interactions with your records are the primary focus of their work.
Skill Level
Beginner-Intermediate
This program is appropriate for all Slate users, regardless of skill level and experience. We will discuss advanced topics, but they will be rooted in foundational Slate knowledge.
Schedule
*Subject to change
12:30 - 1:00 PM
Check-in
Check-in, get settled, get connected and get ready!
1:00 - 2:30 PM
Session Block I
Session Block I
Welcome and Introductions
Getting Started with Assignment Lists and Cadences
2:30 - 2:45 PM
BREAK
Connect with members of the SIG team and attendees during this time of informal conversation.
2:45 - 3:45 PM
Session Block II
Session Block II
Integrating Express Portals
Developing and Using AI Prompts
3:45 - 4:30 PM
Session Block III
Session Block III
Strategic Discussion: Leveraging Slate Features and Functionality to Maximize Engagement with your Records
4:30 PM
Event Conclusion
Frequently Asked Questions
Cost
Registration is $300 per person and includes in-person instructional training led by SIG Slate experts.
Format
Academy is a classroom-style training for up to 50 attendees. Step-by-step instruction will work through a defined use case, resulting in a complete build in a Clean Slate enviornment that can be used as a model for applying the showcased features to your process. Attendees will be able to participate by asking questions and providing feedback, and SIG Slate experts will be floating around the room to provide indiviudal guidance where necessary.
Who Should Attend
All Slate users regardless of role or level of expertise are welcome and you do not need to be a SIG client to attend. Content will be applicable to using Slate for admissions, advancement and student success.
Location
All sessions will be held at the AC Hotel Nashville Downtown, just steps from the area's most dynamic destinations, the famed honky-tonks of Lower Broadway, the Country Music Hall of Fame, Ryman Auditorium, Bridgestone Arena, Nissan Stadium and Music City Center.
What to Bring
Please bring a laptop computer; we recommend that you also bring a charging cord and any tools you prefer to use for taking notes. SIG will provide attendees with further instructions on how to provision and configure a Clean Slate environment prior to the event.
Food
Refreshments and snacks will be provided during the break between sessions.
Cancellation Policy
Registrants who cancel by June 5, 2026 will have the option of receiving a full refund of the $300 registration fee or transferring registration to another member of their institution. For cancellations after June 5, SIG will transfer registration to another member of the institution upon request.