Association Executive Peer Group Virtual Roundtable …...Technology Transformation, Corenet Global...
7
Association Executive Peer Group Virtual Roundtable Symposium Wednesday, June 17, 2020 | 2:00 p.m. – 6:00 p.m. EASTERN TIME Tuesday, June 30, 2020 | 12:00 p.m. – 3:00 p.m. EASTERN TIME Welcome to the Association Executive Peer Group Virtual Roundtable Symposium. This is an invitation only event for Association Executives who are interested in a peer-to-peer interaction in a “safe environment” where they can share best practices and issues on particular topics of vital interest to the performance of your Association. MISSION: The purpose of the Symposium is to focus on business best practices which are designed to help you operate your Association more profitably and for revenue growth. CONFIDENTIALITY PLEDGE: As a “safe environment” all information shared among attendees is confidential and therefore no recordings of any part of the virtual meetings will be allowed. AUDIENCE: Association Executives. Because this is business practices focused, all functions of the Association are welcome to join (i.e., Executive Management, Operations, Finance, IT, Membership, Marketing, Events, Development, etc.). Generally the topics of discussion will be targeted for senior level people, so therefore, Manager / Director level and higher. LEARNING ENVIRONMENT FORMAT: Each Roundtable breakout session for the ½-day Symposium will have a specific topic and an Association Executive moderator or co-moderator. The “panelists” are the attendees themselves discussing what each of you are doing at your Association (best practices and issues). Rather than being a speaker presentation, each breakout session is structured as a Peer-to-Peer discussion around the topic so that everyone gets an opportunity to participate in the dialogue and to learn what your peers are doing at other Associations. REGISTRATION: To register, invited Association Executives must complete online registration or by emailing [email protected]. There is no cost, but you must be an Association Executive to attend. Registrations are accepted up till one day prior to the Event.
Transcript of Association Executive Peer Group Virtual Roundtable …...Technology Transformation, Corenet Global...
Association Executive Peer Group Virtual Roundtable SymposiumWednesday, June 17, 2020 | 2:00 p.m. – 6:00 p.m. EASTERN TIMETuesday, June 30, 2020 | 12:00 p.m. – 3:00 p.m. EASTERN TIME
Welcome to the Association Executive Peer GroupVirtual Roundtable Symposium.
This is an invitation only event for Association Executives who are interested in a peer-to-peer interaction in a “safe environment” where they can share best practices
and issues on particular topics of vital interest to the performance of your Association.
MISSION: The purpose of the Symposium is to focus on business best practices which are designed to help you operate your Association more profitably and for revenue growth.
CONFIDENTIALITY PLEDGE: As a “safe environment” all information shared among attendees is confidential and therefore no recordings of any part of the virtual meetings will be allowed.
AUDIENCE: Association Executives. Because this is business practices focused, all functions of the Association are welcome to join (i.e., Executive Management, Operations, Finance, IT, Membership, Marketing, Events, Development, etc.). Generally the topics of discussion will be targeted for senior level people, so therefore, Manager / Director level and higher.
LEARNING ENVIRONMENT FORMAT: Each Roundtable breakout session for the ½-day Symposium will have a specific topic and an Association Executive moderator or co-moderator. The “panelists” are the attendees themselves discussing what each of you are doing at your Association (best practices and issues). Rather than being a speaker presentation, each breakout session is structured as a Peer-to-Peer discussion around the topic so that everyone gets an opportunity to participate in the dialogue and to learn what your peers are doing at other Associations.
REGISTRATION: To register, invited Association Executives must complete online registration or by emailing [email protected]. There is no cost, but you must be an Association Executive to attend. Registrations are accepted up till one day prior to the Event.
JUNE 17, 20202:00 P.M. TO 3:30 P.M.
EASTERN
Session 1: How is Your Association Pivoting to the post-pandemic world of Virtual Events & Conferences - Technologies and Attendee Experience
Moderator: Jason Paganessi, VP of Technology, American Health Information Management Association (AHIMA)
JUNE 17, 20203:30 P.M. TO 5:00 P.M.
EASTERN
JUNE 17, 20205:00 P.M. TO 6:00 P.M.
EASTERN
Session 2: CONFERENCE CANCELLED - Now What? How is your Association Navigating the Cancellation or Rescheduling of your Conference/Event (Legal, Finance, Managing paid Attendee Registrations
Moderators: Nori Jones, CFO, SHAPE America, and Mark Espinosa, CFO, American Society of Plastic Surgeons (ASPS)
Happy Hour: BYOBCome enjoy a moment to unwind with your peers.BONUS: While you enjoy your favorite drink/cocktail, ORI will share the results of a NATIONWIDE ASSOCIATION SURVEY regarding EVENT CANCELLATIONS. Learn what respondents said about moving to virtual/hybrid events, insurance negotiation & claims, venue and hotel bookings, working with exhibitors & sponsors, and managing member registrations & payments. Plus, outcomes from a 2nd nationwide Association survey by ORI revealing Surprising Responses by Associations arising as a result of Covid-19.
Happy Hour Quote of the Day: Sometimes, when I reflect on all the beer I drink, I feel ashamed. Then I look into the glass and think about the workers in the brewery and all of their hopes and dreams. If I did not drink this beer, they might be out of work and their dreams would be shattered. I think, it is better to drink this beer & let dreams come true, than be selfish & worry about my liver. -Babe Ruth
AGENDA - Day 1
JUNE 30, 202012:00 P.M. TO 1:30 P.M.
EASTERN
Session 3: How is your Association Utilizing Data and Technology to Drive Member Engagement and Acquisition. Best Practices & Issues.
Moderators: Reggie Henry, CTO, ASAE, and Villy Savino, VP Technology Transformation, Corenet Global
JUNE 30, 20201:30 P.M. TO 3:00 P.M.
EASTERN
Session 4: Non-Dues Revenue. What has your Association Done [or Tried to Do] to Create an Alternative Revenue Stream
Moderator: Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy O�cer, Independent Community Bankers of America (ICBA)
AGENDA - Day 2
Course Title Session #1: How is Your Association Pivoting to the post-pandemic world of Virtual Events & Conferences - Technologies and Attendee Experience -- Best Practices and Issues
Format Group Live
CPE Credits 1.5
Level Basic
NASBA Category Computer Software and App
Prerequisites No pre-requisite knowledge is necessary or required
Location No advanced preparation is necessary or required
Date Zoom Web-conference
Advanced Preparation
June 17, 2020
CPE Credit – Session #1
COURSE DESCRIPTION: With the advent of the pandemic, Associations migrating from in-person event style conferences and meetings to Virtual Events. In this course, you will learn how other Associations are adopting to the new normal by utilizing software technologies which were never utilized in the past. Also learn how Associations are structuring their virtual conferences to create an exceptional attendee experience which include things such as affiliate member exposure and value (sponsors and exhibitors), learning management, member networking, etc.
INSTRUCTOR(S): Jason Paganessi, VP of Technology, American Health Information Management Association (AHIMA)
LEARNING OBJECTIVES: Upon successful completion of this course, participants will be able to:
a) Identify technology considerations for setting up a virtual conference b) Cite pros and cons of different formats used in virtual conferences c) Learn new ideas to incorporate in your own action plan
Determine the adoption rate of virtual events across the Association industry
COMPLIANCE INFORMATION: U.S. Transactions Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (ID Number 138278). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Course Title Session #2: CONFERENCE CANCELLED - Now What? How is your Association Navigating the Cancellation or Rescheduling of your Conference/Event (Legal, Insurance, Finance, Managing paid Attendee Registrations
Format Group Live
CPE Credits 1.5
Level Basic
NASBA Category Business Management & Organization
Prerequisites No pre-requisite knowledge is necessary or required
Location No advanced preparation is necessary or required
Date Zoom Web-conference
Advanced Preparation
June 17, 2020
CPE Credit – Session #2
COURSE DESCRIPTION: The onset of Covid-19 has resulted in Associations needing to cancel their in-person conferences and events on short notice. Some Associations still have in-person events planned for later this year with still a lot of uncertainty about the ability to conduct those meetings in-person. Learn how Associations are navigating the cancelation or rescheduling of events from legal, insurance and finance aspects. This course is ideal for Finance, Events, Membership and General Management C-level executives of Associations.
INSTRUCTOR(S): Nori Jones, CFO, SHAPE America, and Mark Espinosa, CFO, American Society of Plastic Surgeons (ASPS)
LEARNING OBJECTIVES: Upon successful completion of this course, participants will be able to:
a) Identify legal considerations for exiting contracts involving events b) Identify insurance considerations (present and future) applicable to events
Determine important financial factors for canceling or rescheduling an upcoming event.
COMPLIANCE INFORMATION: U.S. Transactions Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (ID Number 138278). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Course Title Session #3: How is your Association Utilizing Data and Technology to Drive Member Engagement and Acquisition? Best Practices & Issues
Format Group Live
CPE Credits 1.5
Level Basic
NASBA Category Business Management & Organization
Prerequisites No pre-requisite knowledge is necessary or required
Location No advanced preparation is necessary or required
Date Zoom Web-conference
Advanced Preparation
June 30, 2020
CPE Credit – Session #3
COURSE DESCRIPTION: Member engagement and acquisition is one of the key operational considerations for Associations. In this course you will learn how Associations use member data to market the value that the association can provide. Learn about different software tools that associations are using, include artificial intelligence (AI) based software. Discover budget, management and board considerations that association leaders need to consider when trying to adopt new technology investments to assist in marketing. INSTRUCTOR(S): Reggie Henry, CTO, ASAE, and Villy Savino, VP Technology Transformation, Corenet Global
LEARNING OBJECTIVES: Upon successful completion of this course, participants will be able to:
a) Understand how new technologies are helping associations with member engagement b) How artificial intelligence (AI) can be utilized in common software tools today
Understand how to solve data silos and more effectively centralize important member data across the organization COMPLIANCE INFORMATION: U.S. Transactions Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (ID Number 138278). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Course Title Session #4: Non-Dues Revenue. What has your Association Done [or Tried to Do] to Create an Alternative Revenue Stream
Format Group Live
CPE Credits 1.5
Level Basic
NASBA Category Business Management & Organization
Prerequisites No pre-requisite knowledge is necessary or required
Location No advanced preparation is necessary or required
Date Zoom Web-conference
Advanced Preparation
June 30, 2020
CPE Credit – Session #4
COURSE DESCRIPTION: With declining membership in many associations, there is an increasing need for Associations to find new sources of revenue besides dues and annual conferences. In this course you will learn what other associations have done to open up non-traditional revenue streams. Learn how some associations have restructured their operations or engaged in new partnerships to help bring added value to “products” that the association already owned, but never effectively monetized. What do associations do when they initially fail in their new ventures; how do they get management and board buy-in to start new revenue generating activities.
INSTRUCTOR(S): Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
LEARNING OBJECTIVES: Upon successful completion of this course, participants will be able to:
a) Identify new ideas for potential revenue streams b) How to organizationally adjust in order to break out of traditional ways of thinking in order to open
up the possibility for new revenue activities c) Learn how organizations have used 3rd party partnerships to help monetize existing assets.
COMPLIANCE INFORMATION: U.S. Transactions Corporation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (ID Number 138278). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
