CURRICULUM COMMITTEE MEETING · o Grant writing o Dues and non dues Objective Change: The third...

CURRICULUMCOMMITTEE

MEETINGOctober 3 , 2019

INSTITUTE FOR ORGANIZATION MANAGEMENT

CURRICULUM COMMITTEE

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AGENDA OCTOBER 3, 2019

9:00 A.M. - 12:00 P.M. EDT U. S. CHAMBER OF COMMERCE

WASHINGTON, DC

I. Welcome and Introductions Jeremy L. Arthur, IOM, CCE

Chair, Curriculum Committee, Institute for Organization Management President and CEO, Chamber of Commerce Association of Alabama

II. Approval of Minutes October 4, 2018 Meeting III. Curriculum Overview

Benchmarking Documents

2019 Updates o Course Audits

Class Updates o 2019 Changes o Course Objective Review

Curriculum Recommendations

Additional Discussions o Curriculum Committee Faculty Guidance o Faculty Mentorship Program Update o Curriculum Progression o Absence Response Plan

IV. Additional Business V. Adjourn

Next In-Person Meeting: October 2020, Washington, DC

CURRICULUM COMMITTEE 2019 ROSTER

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CHAIR Jeremy L. Arthur, IOM, CCE President and CEO Chamber of Commerce Association of Alabama 2 North Jackson Street, Suite 603 Montgomery, AL 36104 334-240-8758 [email protected] Term: 2014-2019

VICE CHAIR Matt R. McCormick, IOM, CCE President Columbia Chamber of Commerce 300 South Providence Road Columbia, MO 65205 573-874-1132 [email protected] Term: 2014-2019

Lowell Aplebaum, CAE, CPF CEO and Strategy Catalyst Vista Cova, LLC 4 Hyacinth Court Gaithersburg, MD 20878 202-821-9444 [email protected] Term: 2018-2020

Desiree M. Bennyhoff, IOM, ACE President and CEO Edwardsville/Glen Carbon Chamber of Commerce 1 North Research Drive Edwardsville, IL 62025 618-656-7600 [email protected] Term: 2017-2019

Christin W. Berry, CAE Senior Director, Business Analytics ASAE: The Center for Association Leadership 1575 I Street, NW, Suite 1100 Washington, DC 20005 202-326-9514 [email protected] Term: Standing

Catherine S. Dority, IOM Director of Marketing Charleston Area Convention and Visitors Bureau 423 King Street Charleston, SC 29403 843-805-3090 [email protected] Term: 2013-2019

Ryan Evans, IOM Executive Director Chambers for Innovation and Clean Energy 11509 South Black Forest Drive Sandy, UT 84094 801-509-1201 [email protected] Term: 2018-2019

Jeffrey Griffin, IOM President and CEO Peoria Area Chamber of Commerce & The CEO Council 403 NE Jefferson Avenue Peoria, IL 61603 309-495-5920 [email protected] Term: 2018-2019


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Mike Hofman, IOM Executive Director Orange City Chamber of Commerce 509 8th Street SE Orange City, IA 51041 712-707-4510 [email protected] Term: 2019-2020

Kelle Marsalis, IOM, CCE Vice President Plano Chamber 5400 Independence Parkway, Suite 200 Plano, TX 75023 972-345-8416 [email protected] Term: 2017-2019

Timothy M. McKee, IOM Chief Executive Officer Olathe Chamber of Commerce 18001 West 106th Street, Suite 160 Olathe, KS 66061 913-764-1050 [email protected] Term: 2014-2020

Crystal Moore, CAE Vice President, Professional Development and Convention Association of Chamber of Commerce Executives 1330 Braddock Place, Suite 300 Alexandria, VA 22314 703-998-3550 [email protected] Term: Standing

Douglas OFlaherty, IOM South Carolina Director of Operations South Carolina Restaurant and Lodging Association PO Box 7577 Columbia, SC 29202 803-765-9000 [email protected] Term: 2018-2019

Jodie A. Perry, IOM, CCE, CCEO-AP President Richland Area Chamber of Commerce 55 North Mulberry Street Mansfield, OH 44902 419-522-3211 [email protected] Term: 2018-2020

Jacqueline Rakers, IOM, PFMM Executive Director Illinois Association of Mutual Insurance Companies PO Box 116 Ohlman, IL 62076 217-563-8300 [email protected] Term: 2016-2020

Teri H. Smiley, IOM, GCCE President Walton County Chamber of Commerce 132 East Spring Street Monroe, GA 30655 770-267-6594 [email protected] Term: 2018-2019


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Steven Swafford, IOM, Ed.D. Balance Warrior and CEO Leadership Outfitters, LLC 725 Arizona Avenue, Suite 100 Santa Monica, CA 90401 310-428-6795 [email protected] Term: 2015-2019

Allison B. Walden, IOM, CFRE Senior Vice President of Resource Development Tulsa Regional Chamber One West Third Street, Suite 100 Tulsa, OK 74103 918-560-0271 [email protected] Term: 2017-2019

Nika White, IOM, CDE, DM President and CEO Nika White Consulting, LLC 220 North Main Street, Suite 500 Greenville, SC 29601 864-516-7525 [email protected] Term: 2018-2020

Morri Yancy, IOM President Lake Guntersville Chamber of Commerce PO Box 577 Guntersville, AL 35976 256-582-3612 [email protected] Term: 2015-2019


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MEETING MINUTES OCTOBER 4, 2018

9:00 A.M. - 12:00 P.M. EDT U. S. CHAMBER OF COMMERCE

WASHINGTON, DC

In attendance: Jeremy Arthur, IOM; Matt McCormick, IOM, CCE; Desiree Bennyhoff, IOM, ACE; Christin Berry, CAE; Catherine Dority, IOM; Tony Felker, IOM, CCE; Christine Kennedy, IOM, CCE, CPC, ELI-MP; Kelle Marsalis, IOM, CCE; Tim McKee, IOM; Pete McNamara, IOM, CAE, J.D.; Robert Medler, IOM; Crystal Moore, CAE; Allison Walden, IOM, CFRE; Angela Whitcomb, IOM Observers: Ryan Evans, IOM; Megan Lucas, IOM, CCE, CEcD; Douglas OFlaherty, IOM; Teri Smiley; IOM, GCCE; Chris Wallace, IOM, CCE Staff in attendance: Raymond P. Towle, IOM, CAE; Karyn MacRae, IOM, CAE, CMP; Andrew Y. Weller, IOM; Katelynne Cox; Caitlin Gayles; Megan Kastner I. Welcome and Introductions Jeremy Arthur, IOM welcomed everyone to the meeting and thanked them for attending. II. Approval of Minutes – October 5th, 2017 The minutes from October 5, 2017 were unanimously approved. III. Curriculum Overview

A. Benchmarking documents

The committee reviewed the contents of the tabs in the curriculum binder.

B. 2018 Updates

New Faculty: It is our goal to attract and engage in the program new faculty members to keep our curriculum current with fresh perspectives. 12 new faculty members taught during 2018. This is 18 percent of the total number of 2018 faculty members. Tab 9 has the course grids from 2018. The new faculty members are indicated on the grid by a yellow colored box.

Course Audits: 54 audits were conducted in 2018. The course audit process began 6 years ago and is in need of an updated procedure. Due to the changed format with course feedback, we’ve noticed that course audits are not as instrumental as they’ve been in the past. In addition, with growing on-site responsibilities, regents are not able to devote as much time to course audits on site. We propose that course audits are shifted to a “need” basis for courses that are newly implemented or change during this meeting. A sample course audit form can be found on Page 1 in Tab 8.

C. Class Updates


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After being approved for the curriculum during the 2017 meeting, the following courses had changes implemented in 2018: C110 Financial Fitness; C185 Recruit, Engage, and Retain Your Members; C341 Win-Win Partnerships; C380 Volunteer Development; C441 Industry Forecast; E210 Executive Finance; E340 501(c)(3) Foundations.

Absence Response Plan: Our revised Absence Response Plan was put into place this year with great success. In total, there were 9 attendees in 2018 who needed to complete makeup work. In total, there were 23 attendees in 2017 who needed to complete make-up work. In 2016, there were 19 attendees who needed to complete make-up work. In 2015, there were 22 attendees who needed to complete make-up work. Please remember that the attendance policy is attendees must be in class at all times.

D. Curriculum Recommendations

The following changes were approved for the current curriculum and will go into effect in 2019.

E161 Business Communication Technology Trends

The Curriculum Committee has decided to remove this course in order to strengthen our portfolio of current technology courses and avoid overlap. Certain course points were moved into other classes including C260 Marketing Strategies and C460 Integrating Strategic Technology Solutions.

C260 Marketing Strategies Objective Change: Two of the sub-bullets within the second course objective were moved into the first course objective.

New sub-bullets: o Enhance methods to distribute your “product” by building awareness and visibility of the

organization through marketing and communications o Embrace member and market research as a key organizational driver

Objective Change: The third course objective now includes information from E161 Business Communication Technology Trends that pertains to social media outlets and tools.

New sub-bullet: Use technology in marketing communications (brief lead-in to C460 Integrating Strategic Technology Solutions) including social media outlets and tools, as well as, traditional media.

New sub-bullet: Understanding analytics

New sub-bullet: Recognizing how your target audience utilizes your social media C460 Integrating Strategic Technology Solutions Objective Change: The sub-bullet within the first course objective now includes “e-commerce” as a technology tool set.

New sub-bullet: Understanding the technology tool set, integration (i.e. CMS, CRM, ERP, e-commerce, and SM, etc) and how it is needed to support association goals and activities

Objective Change: The second and third objectives were re-ordered to weight the objectives and align with the course description.

New objective order: 2. Protecting and maintaining your technology solutions. 3. Developing technology strategies for your organization.


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Objective Change: An additional sub-bullet was added within the second course objective to include cloud technology and cyber security.

New sub-bullet: Cloud technology & cyber security. Objective Change: The sub-bullet within the third course objective was changed to include “scalability” and add an instructor note about open dialogue.

New sub-bullet: Best practices & scalability (instructor note: open dialogue encouraged)

C360 Innovate or Die Title Change: The title of the course has been changed from “Innovate or Die” to “Culture of Innovation” to highlight the importance of creating a culture of innovation within your organization. Objective Change: Three of the sub-bullets from the first course objective were moved into C230 Managers Who Motivate and the additional smaller sub-bullets were moved into faculty notes to streamline the syllabus.

Sub-bullets for the first course objective are now: o Balanced blend of methodologies, work practices, culture, and infrastructure o Embraces risks and wild ideas and tolerates the occasional failure o A culture of people first

Objective Change: The sub-bullet pertaining to “Monitoring revenue supply” was moved from this class to E110 Revving Your Revenue Stream. Objective Change: The third course objective was moved to E110 Revving Your Revenue Stream and replaced with a new course objective.

New course objective: Innovate or die. E110 Revving Your Revenue Stream Objective Change: The first course objective now includes “Dues and non dues” as a sub bullet.

Sub-bullets for the first course objective are now: o Grant writing o Dues and non dues

Objective Change: The third course objective now includes the monitoring revenue supply sub- bullet from C360.

Sub-bullets for the third course objective are now: o Monitor revenue supply

Project-based budgeting (including staff time)

Working a step-by-step new product development process

Tax issues (royalty vs. unrelated business income)

Labor intensiveness vs. financial gain

Revenues exceed costs? (cost-benefit) C230 Managers Who Motivate Objective Change: The second course objective now includes sub-bullets from C360 Culture of Innovation.

New sub-bullets: o Allows time for brainstorming, creativity, and innovation o Develops and honors talent, not seniority o Strives for, measures, and exceeds quality expectations


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E340 501(c)(3) Foundations Course Description: The course description was changed by the committee to note this class is for attendees who already have a foundation in place.

If you currently have a foundation, you need to be fully cognizant of how to make this powerful arrangement work. Explore issues associated with IRS governance and compliance, as well as accounting and audit rules impacted by received restricted funds from contributions and grants.

Objective Change: The sub-bullet “Why Start a Foundation” within the first course objective was removed. Bonus Session Proposed: A bonus session focused on creating a foundation was suggested in order to gather data and better develop a portfolio of foundation related courses. E150 Diversity, Equity, and Inclusion New Elective Proposed and Approved

Course Description: Inclusive leadership is paramount to successful organizations and thriving communities. Equip yourself with the tools necessary to create a community that is welcoming to all.

Course Objectives:

Understanding the economic impact of diversity, equity, and inclusion. o 20% o Exploring identity groups and the collective impact of partnership

Associations and chambers centered on identity

Creating a climate that promotes an understanding and respect for diversity, equity, and inclusion.

o 40% o Recognizing unconscious bias o Launch and sustain an impactful initiative o Intentional leadership o Personal impact of exclusion o Analyzing programs, products, and communications for alignment

Using policy to support the organization’s goal of diversity, equity, and inclusion. o 40% o Analyzing company policies for unconscious bias o Creating, implementing, and communicating a DEI policy to your organization (staff and board)

and community IV. Chairman’s Report

Jeremy Arthur thanked everyone for a great year and their participation as well as recognizing those who were rolling off.

V. Additional Business

Matt McCormick provided his thanks and reviewed the schedule for the rest of the day.


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VI. Adjourn

The next meeting will take place on October 3, 2019 in Washington, DC. There being no other business the meeting was adjourned.

COURSE RANKING

CORE COURSES CUMULATIVE COURSE AVERAGE

2015 2016 2017 2018 2019

C180 Guide to Governance 4.84 4.81 4.66 4.61 4.89

C490 Organization Leadership for the Future 4.75 4.36 4.81 4.97 4.87

C150 Communicating With Confidence 4.93 4.81 4.81 4.46 4.85

C310 Budgeting and the Bottom Line 4.71 4.71 4.62 4.28 4.66

C220 Is That Legal? 4.87 4.82 4.65 4.52 4.65

C430 Becoming a Strategic Leader 4.76 4.68 4.07 4.41 4.60

C360 Culture of Innovation 4.45 4.67 4.48 4.22 4.59

C380 Volunteer Development 4.55 4.61 4.31 4.11 4.59

C130 Unleash the Leader Within 4.5 4.59 4.39 4.23 4.58

C340 Strategic Planning 4.57 4.77 4.5 4.56 4.51

C125 Hiring, Firing, and Everything In Between 4.77 4.45 4.49 4.28 4.50

C330 Everyday Ethics 4.58 4.59 4.41 4.71 4.47

C185 Recruit, Engage, and Retain Your Members 4.58 4.42 4.58 4.47 4.46

C250 Customer Service Inside and Out 4.64 4.85 4.8 4.75 4.45

C110 Financial Fitness 4.66 4.63 4.6 4.63 4.42

C460 Integrating Strategic Technology Solutions 4.56 4.58 4.59 3.94 4.39

C260 Marketing Strategies 4.57 4.18 3.91 4.11 4.39

C230 Managers Who Motivate 4.64 4.63 4.74 4.38 4.38

C420 Current Legal Issues Facing Your Organization - 4.44 4.5 4.31 4.38

C470 Advocacy and Alliances 4.47 4.36 4.15 3.87 4.37

C441 Industry Forecast 4.54 4.16 4.18 4.27 4.31

C341 Win-Win Partnerships 4.32 4.25 4.47 4.26 4.25

C261 Events: Strategy and Operations 4.48 4.09 4.44 4.38 4.20

C270 Effective Government Affairs Programs 4.19 4.58 4.4 4.43 4.17

Please Note: C420 Current Legal Issues Facing Your Organization was new in 2016.

Highest cumulative course average from each year bolded.

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COURSE RANKING

ELECTIVE COURSES CUMULATIVE COURSE AVERAGE

2015 2016 2017 2018 2019

E161 Business Communication Technology Trends 4.70 4.60 4.14 3.91 4.96

E362 Policy Development and Implementation 4.90 4.77 4.60 4.92 4.88

E240 Strong Associations for the Future 4.28 4.85 4.71 4.57 4.87

E342 Advanced Strategies of Community and Economic Development 4.48 4.40 4.56 4.80 4.76

E210 Executive Finance 4.78 4.76 4.79 4.62 4.74

E142 Fundamentals of Community and Economic Development 4.63 4.62 4.67 4.57 4.74

E163 Communicating Through the Media 4.54 4.70 4.18 3.78 4.71

E241 Strong Chambers for the Future 4.71 4.62 4.70 4.40 4.69

E230 Managing Upward 4.76 4.77 4.57 4.72 4.68

E150 Diversity, Equity, and Inclusion - - - - 4.67

E331 CEO Lessons Learned 4.43 4.47 4.48 4.13 4.63

E243 Developing a Competitive Workforce 4.60 4.43 4.63 4.72 4.59

E380 Delivering Value 4.75 4.77 4.66 4.75 4.58

E250 PACs and Political Endorsements 4.44 4.66 4.48 4.65 4.55

E211 Sponsorship Solicitation 4.72 4.65 4.62 3.93 4.52

E340 501(c)(3) Foundations - - - 4.27 4.52

E350 The Art of Persuasion and Negotiation 4.63 4.51 4.24 4.68 4.51

E330 Learning to Let Go 4.74 4.60 4.69 4.27 4.51

E244 Using Data to Grow and Sustain Your Organization 4.68 4.59 4.42 4.28 4.50

E110 Revving Your Revenue Stream 4.55 4.57 4.02 4.28 4.50

E126 Dealing With Challenging Employees 4.86 4.63 4.54 4.34 4.46

E140 Building Organizational Excellence 4.44 4.64 4.55 4.56 4.46

E180 Building Better Boards and Committees 4.39 4.51 4.25 3.96 4.44

E120 Executive Law 4.71 4.73 4.52 4.41 4.43

E360 Strategic Communications 4.67 4.71 4.07 4.11 4.41

E310 Dues and Don'ts 4.83 4.59 4.56 4.47 4.20

Please Note: E340 501 (c)(3) Foundations was new in 2018, offered in summer in 2018.

E150 Diversity, Equity, and Inclusion was new in 2019, offered in summer in 2019.

E161 Business Communication Technology Trends was discontinued in summer in 2019.

Highest cumulative course average from each year bolded.

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COURSE POPULARITY

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Please Note: E241 Strong Chambers for the Future is offered twice at Southeast Institute. E340 501 (c)(3) Foundations was new in 2018, offered in summer in 2018.

E150 Diversity, Equity, and Inclusion was new in 2019, offered in summer in 2019.

E161 Business Communication Technology Trends was discontinued in summer in 2019.

Highest enrollment from each year bolded.

ELECTIVE COURSES ENROLLMENT

CUMULATIVE BREAKDOWN BY YEAR 2015 2016 2017 2018 2019

E241 Strong Chambers for the Future 174 179 171 182 193

E350 The Art of Persuasion and Negotiation 150 102 161 111 172

E380 Delivering Value 156 173 150 153 163

E110 Revving Your Revenue Stream 138 87 151 139 150

E230 Managing Upward 128 98 72 105 144

E211 Sponsorship Solicitation 129 143 164 118 138

E140 Building Organizational Excellence 145 159 164 119 122

E244 Using Data to Grow and Sustain Your Org. 115 122 120 127 106

E330 Learning to Let Go 100 95 65 92 105

E180 Building Better Boards and Committees 112 137 120 136 102

E360 Strategic Communications 151 146 142 118 102

E120 Executive Law 84 90 112 98 101

E150 Diversity, Equity, and Inclusion - - - - 101

E126 Dealing with Challenging Employees 43 111 62 66 99

E142 Fundamentals of Comm. and Ec. Development 126 107 94 123 87

E243 Developing a Competitive Workforce 73 92 72 109 87

E210 Executive Finance 89 116 133 103 86

E240 Strong Associations for the Future 57 123 95 91 85

E342 Advanced Strategies of Comm. and Ec. Development 80 98 108 63 73

E340 501 (c)(3) Foundations - - - 77 69

E310 Dues and Don’ts 51 101 86 56 62

E331 CEO Lessons Learned 137 106 100 140 60

E163 Communicating Through the Media 131 91 63 113 59

E362 Policy Development and Implementation 59 94 64 72 50

E161 Technology Trends and Tools 149 130 116 93 35

E250 PACs and Political Endorsements 72 39 58 47 17

COURSE POPULARITY

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ELECTIVE COURSES ENROLLMENT

2019 BREAKDOWN BY SITE Winter MW SE West NE

E110 Revving Your Revenue Stream 53 34 33 30 -

E120 Executive Law 35 21 22 10 13

E126 Dealing with Challenging Employees 30 15 16 22 16

E140 Building Organizational Excellence 32 35 34 - 21

E142 Fundamentals of Comm. and Ec. Development 25 - 33 15 14

E150 Diversity, Equity, and Inclusion - 26 35 14 26

E161 Business Communication Technology Trends 35 - - - -

E163 Communicating Through the Media - - 36 - 23

E180 Building Better Boards and Committees 28 15 29 13 17

E210 Executive Finance 26 18 20 9 13

E211 Sponsorship Solicitation 44 35 35 - 24

E230 Managing Upward 29 30 31 29 25

E240 Strong Associations for the Future 21 28 9 9 18

E241 Strong Chambers for the Future 51 35 66 26 15

E243 Developing a Competitive Workforce 34 - 34 10 9

E244 Using Data to Grow and Sustain Your Org. 33 - 26 21 26

E250 PACs and Political Endorsements - - 17 - -

E310 Dues and Don’ts - 21 21 6 14

E330 Learning to Let Go 33 - 27 24 21

E331 CEO Lessons Learned 35 - 25 - -

E340 501 (c)(3) Foundations 26 8 20 7 8

E342 Advanced Strategies of Comm. and Ec. Development - 27 34 - 12

E350 The Art of Persuasion and Negotiation 40 34 35 28 35

E360 Strategic Communications 29 28 29 - 16

E362 Policy Development and Implementation 30 - 10 10 -

E380 Delivering Value 45 28 37 29 24

Please Note: E241 Strong Chambers for the Future is offered twice at Southeast Institute. E150 Diversity, Equity, and Inclusion was new in 2019, offered in summer in 2019. E161 Business Communication Technology Trends was discontinued in summer in 2019.

Highest enrollment from each site bolded.

FACULTY COMPOSITION ANALYSIS

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Please note: Course evaluations are based on a five-point scale. The lowest score for each class was dropped starting in 2018. 2019 FACULTY Contracted with a total of 67 faculty members, of those 18 were new faculty members (27%).

Course Evaluation Average: 4.61 (67) o Staff 4.70 (6) o Expert 4.66 (4) o Consultant 4.62 (31) o Practitioner 4.56 (26)

2018 FACULTY Contracted with a total of 65 faculty members, of those 12 were new faculty members (18%).

Course Evaluation Average: 4.42 (65) o Staff 4.44 (6) o Consultant 4.43 (35) o Practitioner 4.43 (20) o Expert 4.27 (4)


Course Evaluation Average: 4.51 (66) o Expert 4.60 (2) o Consultant 4.56 (32) o Staff 4.56 (6) o Practitioner 4.46 (25) o Professor 3.93 (1)


Course Evaluation Average: 4.50 (65) o Expert 4.67 (3) o Consultant 4.57 (26) o Practitioner 4.46 (34) o Professor 4.09 (2)

INSTITUTE FOR ORGANIZATION MANAGEMENT

2019 Syllabus for Core and Elective Courses

Please note: This document is a work in progress designed for the purpose of elaborating on course content. Final adjustments will continue as Institute faculty and volunteers provide input.

TABLE OF CONTENTS OVERVIEW OF CURRICULUM ........................................................................................................................... 1

FIRST-YEAR COURSES C110 - Financial Fitness ............................................................................................................................................................................... 2

C125 - Hiring, Firing, and Everything In Between ....................................................................................................................................... 3 C130 - Unleash the Leader Within ............................................................................................................................................................... 4 C150 - Communicating With Confidence ....................................................................................................................................................... 5 C180 - Guide to Governance .......................................................................................................................................................................... 6 C185 - Recruit, Engage, and Retain Your Members ..................................................................................................................................... 7

SECOND-YEAR COURSES C220 - Is That Legal? ................................................................................................................................................................................... 8 C230 - Managers Who Motivate ................................................................................................................................................................... 9 C250 - Customer Service Inside and Out ..................................................................................................................................................... 10 C260 - Marketing Strategies ........................................................................................................................................................................ 11 C261 - Events: Strategy and Operations ...................................................................................................................................................... 12

C270 - Effective Government Affairs Programs ........................................................................................................................................... 13

THIRD-YEAR COURSES C310 - Budgeting and the Bottom Line ........................................................................................................................................................ 14

C330 - Everyday Ethics ............................................................................................................................................................................... 15 C340 - Strategic Planning ............................................................................................................................................................................ 16 C341 - Win-Win Partnerships .................................................................................................................................................................... 17 C360 - Culture of Innovation ....................................................................................................................................................................... 18 C380 - Volunteer Development .................................................................................................................................................................... 19

FOURTH-YEAR COURSES C420 - Current Legal Issues Facing Your Organization ............................................................................................................................. 20 C430 - Becoming a Strategic Leader ............................................................................................................................................................ 21 C441 - Industry Forecast ............................................................................................................................................................................. 22 C460 - Integrating Strategic Technology Solutions ........................................................................................................................................ 23 C470 - Advocacy and Alliances ................................................................................................................................................................... 24 C490 - Organization Leadership for the Future .......................................................................................................................................... 25

GROUP ONE ELECTIVES E110 - Revving Your Revenue Stream......................................................................................................................................................... 26 E120 - Executive Law ................................................................................................................................................................................ 27 E126 - Dealing with Challenging Employees ............................................................................................................................................... 28

E140 - Building Organizational Excellence ................................................................................................................................................ 29 E142 - Fundamentals of Community and Economic Development .............................................................................................................. 30 E150 - Diversity, Equity, and Inclusion ...................................................................................................................................................... 31 E163 - Communicating through the Media .................................................................................................................................................. 32 E180 - Building Better Boards and Committees .......................................................................................................................................... 33

GROUP TWO ELECTIVES E210 - Executive Finance ........................................................................................................................................................................... 34 E211 - Sponsorship Solicitation ................................................................................................................................................................... 35 E230 - Managing Upward .......................................................................................................................................................................... 36 E240 - Strong Associations for the Future ................................................................................................................................................... 37 E241 - Strong Chambers for the Future ...................................................................................................................................................... 38 E243 - Developing a Competitive Workforce ............................................................................................................................................... 39 E244 - Using Data to Grow & Sustain Your Organization ..................................................................................................................... 40

E250 - PACs and Political Endorsements .................................................................................................................................................. 41

GROUP THREE ELECTIVES E310 - Dues and Don’ts ............................................................................................................................................................................. 42

E330 - Learning to Let Go ......................................................................................................................................................................... 43 E331 - CEO Lessons Learned ................................................................................................................................................................... 44 E340 – 501(c)3 Foundations ...................................................................................................................................................................... 45 E342 - Advanced Strategies of Community and Economic Development ..................................................................................................... 46 E350 - The Art of Persuasion and Negotiation ........................................................................................................................................... 47 E360 - Strategic Communications ................................................................................................................................................................ 48 E362 - Policy Development and Implementation .......................................................................................................................................... 49 E380 - Delivering Value ............................................................................................................................................................................. 50

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Overview of Curriculum

From membership recruitment and retention to legal issues and finance, Institute offers education on running a nonprofit organization. In addition, its curriculum is aligned with the knowledge requirements for the CAE and CCE nonprofit industry certifications, enabling participants to achieve all their professional goals. In total, participants who complete the four-week program earn 96 credit hours toward their CAE certification or 28 points toward their CCE certification.

The courses at Institute are taught by instructors from various backgrounds, including executives of associations, chambers of commerce, and nonprofits, industry consultants, lawyers and CPAs, and college professors. Their in- depth instruction combines practical and academic experience and is designed to help participants explore cutting- edge ideas and best practices to strengthen their organizations.

Both core and elective courses comprise Institute’s curriculum.

Core Courses During each week of Institute, participants engage in six, three-hour core courses. These courses ensure that all facets of nonprofit management have been covered upon completion of the program.

Elective Courses Institute’s two-hour elective courses enable participants to delve deeper into specific areas of interest and choose courses tailored to their individual needs. Participants take one elective from each of three groups.

Course curriculum is reviewed and updated annually by the Curriculum Committee using data from course evaluations and feedback from participants and volunteers. Attendees are surveyed after every class for suggestions and content improvements.

Syllabus Format

Course Description

3 Course Objectives o Recommended percentage of time allotment

Suggested class exercises

Additional learning opportunities

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C110 Financial Fitness

Course Description: One of the leading reasons for subpar financial performance and senior management job loss in the nonprofit industry is poor financial managerial skills and comprehension. Don’t let this area be the cause of your demise.

Course Objectives:

Establishing better comprehensive financial reporting procedures and analysis. o 50% o What makes a non-profit organization different from a for-profit company o What is Unrelated Business Income Tax? (UBIT) o Explore the key differences between 501(C)(3) vs. 501(C)(6) exempt status o Analyzing balance sheet statements and income statements o Learn how to read financial statements and increase your financial communication skills and assess

for result and trends that impact sustainability and financial health o Touch briefly on budgeting and reporting to the board staff and members (segue into C310 Budgeting

and the Bottom Line course)

Gaining a better understanding of key compliance issues of Federal Form 990 impacting your organization and learn how to tell “Your Good Story.”

o 35% o Overview of federal forms:

Form 990N

Form 990EZ

Form 990 (core form 12 pages)

Understanding advanced compliance issues related to the Form 990 and governance. o 15% o Code of ethics and conflict of interest policy o Documentation retention policy o Whistleblower policy o Board review of Form 990 policy o Compensation review and approval policy and process o Policy related to minutes for all board and committee meetings o Disclosure of affiliations and joint ventures o Other related governance policies and disclosures

Suggested class exercises:

Practice analyzing statements

Form 990 interactive class analysis

Additional learning opportunities:

C310 Budgeting and the Bottom Line

E210 Executive Finance

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C125 Hiring, Firing, and Everything In Between

Course Description: Recruiting, retaining, and supporting employees can be among the most difficult and time-consuming duties of any supervisor. Learn techniques for managing employees—from recruitment to separation—and key benefit trends for retention.

Course Objectives:

Hiring, orienting, and training top-notch employees.

o 40% o Writing good, clear position descriptions o Recruiting – good, bad, and illegal interview questions o Training staff and encouraging professional development

Orientation procedures

Evaluating work performance.

o 40%

o Auditing jobs and skills (communication, organization, leadership, interpersonal relations, judgment and decision making, and analytical ability)

o Establishing criteria for performance appraisals o Promoting quality of work performance o Handling termination

Ensuring compliance and effective steps for separation.

o 20% o Legal documentation o Overview of HR laws and regulations


Position description write-up

Brainstorming good interview questions

Case study


C220 Is That Legal?

E230 Managing Upward

E126 Dealing With Challenging Employees

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C130 Unleash the Leader Within

Course Description: As we manage people, tasks, and our careers, focusing on our personal leadership style sometimes falls to the wayside. Leadership is an integral part of becoming a successful professional. Acquire the skills you need to become the leader you want to be.

Course Objectives:

Utilizing tools needed to be a leader.

o 33% o Describe the leadership environment o Key leadership skills and characteristics o Understanding the difference between leadership and management o Leadership myths and misconceptions

Ex: Leaders are born, not made; title or position equals leadership

Understanding deterrents to successful leadership.

o 33% o Understanding your weaknesses o Ethical challenges

Identifying styles of effective leaders.

o 34% o Qualities of successful leaders and different types of leaders (i.e., CEO, manager) o Explore how leadership style, follower readiness, and emotional intelligence interact o Understanding your leadership style


Leadership style test

Comparing and contrasting managers and leaders

Share personal best-leadership experiences

Case study

5

C150 Communicating With Confidence

Course Description: Delivering an important message can be a difficult skill to master. Learn to communicate your message whether in the mailroom or boardroom.

Course Objectives:

Honing your verbal and non-verbal communication skills.

o 40% o Tailoring the speech/presentation to meet the needs of your audience o Anticipating and handling questions from the audience o Overcoming fears and weaknesses

Delivering your ideas as messages that resonate.

o 40% o Storytelling o Crafting an effective message o Understanding your audience

Being sensitive to diversity (e.g. race, ethnicity, gender, religion, age, sexual orientation, nationality, disability, appearance, geographic location, and professional level)

o Strategies for diagnosing listening preferences

Building an effective presentation.

o 20% o Effective use of PowerPoint


Self-analysis test on listening styles

Deliver mini-impromptu speeches and mock media interviews


C260 Marketing Strategies

E163 Communicating Through the Media

E350 The Art of Persuasion and Negotiation

E360 Strategic Communications

6

C180 Guide to Governance

Course Description: A sound governance structure is needed to ensure success at all levels of an organization. Create a great organization through strong relationships with volunteers.

Course Objectives:

Building a solid governance structure.

o 40% o Is governance structure in line with the mission? o Determine board, committee, and task force structure

Enhancing volunteer support for governance.

o 30% o Tie into organization mission o Helping to create and change governance structure

Key tips and best procedures o Establishing priorities with volunteer leadership o How do you get them on board; developing leadership

Reviewing key governance documents.

o 30% o Schedule for review o Articles, bylaws, policies o Do they reflect current regulatory requirements? o Form 990


Ask students to bring a copy of their organization’s bylaws and articles to class to review

Review model governance documents as examples

Case study


C380 Volunteer Development

7

C185 Recruit, Engage, and Retain Your Members

Course Description: Organizations that retain their members listen to them and exceed their expectations. Identify the myths and realities about keeping members and become familiar with approaches that you can use to deliver products and services to meet members’ ever-changing needs.

Course Objectives:

Understanding typical member retention rates and patterns.

o 30% o Recruiting new members o Invest in systems, databases and supporting technology to improve efficiency in managing membership (lead-in

for E244 Using Data to Grow & Sustain Your Organization, touch on as intro only)

Ex.: track frequency of participation

Ex.: focus on top 100 customers who know you and like participating in your programs o Cost of member turnover o Why members don’t return o Why members don’t complain o Target marketing campaign (tie-in to C260 Marketing Strategies)

Identifying ways to gauge member needs and satisfaction.

o 40% o Conduct needs-analysis and environmental scan to determine current members’ needs in the context of the

chamber’s or association’s mission and objective

o Plan and implement recruitment and retention programs based on the strategic plan and results of the needs-analysis

o Increase member participation: models and trends o Measure member satisfaction

Implementing techniques to identify and deliver the products and services your members want.

o 30% o Identify and implement strategies to continually gather member feedback and to increase member return

on investment o Customer rewards o Best customer program and incentives o Customer service basics (lead-in for C250 Customer Service Inside and Out)


Success stories from other organizations

Cost of turnover worksheet exercise

Survey students on membership status prior to start of class to better tailor presentation

Case study

Suggested reading material

10 Lessons for Cultivating Member Commitment by James Dalton and Monica Dignam


C250 Customer Service Inside and Out

E244 Using Data to Grow & Sustain Your Organization


8

C220 Is That Legal?

Course Description: Perhaps the most important part of any job is knowing the law. Don’t put your career on the line because you are simply misinformed on legal issues.

Course Objectives:

Recognizing corporate and operational legal issues. o 30% o Organization and management documents, publications, reports, and other documents in compliance with legal

requirements o Importance of incorporation versus unincorporation, bylaws, and minutes o Employment law o How to select legal counsel

Identifying areas in which legal problems are most likely to occur. o 30% o Insurance coverage o Issues in employment law

Terminating employees

Employment-at-will doctrine

Illegal questions to ask when hiring (covered somewhat in C125 Hiring, Firing, and Everything in Between)

Sexual harassment

Discrimination: the different types and specific laws against

Disabilities: what does and doesn’t qualify

Immigration o Publications

Copyrights

Defamation/Libel

Invasion of privacy

Endorsements

Work for hire

Understanding legal trends that affect nonprofits. o 40% o Taxation

Tax exempt status

Unrelated business income

Advertising income o Sarbanes-Oxley o Not-for-profit law o Form 990 o Antitrust law o Tort liability o Apparent authority o Conflict of interest o Board issues


Case study


E120 Executive Law

C420 Current Legal Issues Facing Your Organization

9

C230 Managers Who Motivate

Course Description: You play an integral part in empowering your colleagues to achieve greatness. Learn how to assess and improve your own management style tailored to the needs of your diverse workforce.

Course Objectives:

Developing your personal management style.

o 40% o Developing a personal action plan for improvement

Setting expectations and coaching your team.

o 33% o Establishing core values for your team o Recognize different behavior and communication styles and adapt o Coaching techniques to help your team reach its potential o Allowing time for brainstorming, creativity, and innovation o Developing and honoring talent, not seniority o Striving for, measures, and exceeds quality expectations

Managing conflict and change.

o 20% o Common pitfalls and how to avoid them o Techniques for success o The other side of the coin—managing agreement, status quo


Case study



E330 Learning to Let Go

C430 Becoming a Strategic Leader

C360 Culture of Innovation

Suggested resource:

ASAE and ACCE Diversity and Inclusion statements

10

C250 Customer Service Inside and Out

Course Description: It is essential to possess a customer service mentality. Discover ways to outline and refine a quality vision statement for your customers to keep them satisfied.

Course Objectives:

Learning to cultivate a customer service vision within your organization.

o 33% o Identify ways to make your organization or department’s processes, policies, and procedures

conducive to providing exceptional customer service o Understand who the customer is, both internally and externally o Include a “quality” element o Implementing a customer service program

Earning a reputation for superior customer service.

o 33% o Benefits of creating loyal members o Steps for creating loyal members o Setting up a quality assurance program

Understanding and managing customer expectations.

o 34% o Setting reasonable expectations o Identifying how to use positive communication when offering member service o How to serve upset members by learning how to calm them o How to address abusive members (cover if applicable to attendees)


Self-evaluation test

Case study



E380 Delivering Value

11


Course Description: Learn how to create and implement a marketing plan to promote your organization and community. Find out how to target specific audiences, develop effective one-to-one and one-to-many communications, and assess marketing programs.

Course Objectives:

Identifying key elements of a marketing plan.

o 40% o Learn how to develop strategies to market what your organization offers (services, programs, events,

and products)

o Review the basics of market segmenting, prospect targeting, messaging/positioning techniques, and pricing

o Enhance methods to distribute your “product” by building awareness and visibility of the organization through marketing and communications

o Embrace member and market research as a key organizational driver

Implementing techniques for researching your audience and measuring success.

o 30% o Assessing your outcomes/value and promoting return on investment to members

Utilizing marketing tools for nonprofits.

o 30% o Use technology in marketing communications (brief lead-in to C460 Integrating Strategic

Technology Solutions) including social media outlets and tools, as well as, traditional media

o Gain an appreciation that successful marketing includes the whole organization (all staff and board) and supports the organization’s business plan as well as long-term plan

o Understanding analytics o Recognizing how your target audience utilizes your technology and social media


Case study of marketing strategies


C460 Integrating Strategic Technology Solutions


E140 Building Organizational Excellence

12

C261 Events: Strategy and Operations

Course Description: Events and programs typically bring together a wide range of stakeholders for a specific purpose. Examine events that exceed the needs and expectations of all involved.

Course Objectives:

Creating events with a strategic purpose.

o 20% o Reevaluating and releasing your sacred cows o Does your program align with your overall mission? o What’s a successful program or event?

Utilizing technology to improve the bottom line and increase attendee satisfaction.

o 40% o Pricing development based on total costs including staff and overhead o Technologies used throughout the event planning and implementation processes

Examining financial management, stakeholder management, and event design.

o 40% o Logistical operations and staff time o Program based budgeting o Contract management o Disaster preparedness


Breakouts





Suggested resources:

Meeting Professionals International

Convention Industry Council and CMP standards

13

C270 Effective Government Affairs Programs

Course Description: Nonprofits serve as advocates for their members and communities. Despite your experience or your organization’s size, establishing a grassroots network doesn’t have to be overwhelming. Learn the basics of a successful approach to legislative advocacy and policy.

Course Objectives:

Determining who should be involved in the program and why.

o 20% o Members o Government Relations committee board o Key benefits

Creating a legislative policy.

o 40% o Potential issues to be addressed o When and how to communicate the policy to elected officials o Approaches to advancing your legislative agenda

Running a grassroots network.

o 40% o The process of identifying and tracking pertinent legislation o How your organization can educate members on political issues


Drafting a policy

Case study


C470 Advocacy and Alliances

E250 PACs and Political Endorsements

14


Course Description: Every organization tries to stretch available dollars as far as possible through wise spending, responsible income forecasts, and sound expense projections. Examine the concepts you need to put together meaningful budget-based financial reports to help you better manage your organization during difficult times.

Course Objectives:

Developing program-based budgeting for tracking the real financial results and staying ahead of the curve.

o 40% o How to get the nonfinancial manager involved o Monitoring financial performance o Learn how to incorporate projections into the process

Building a better budget.

o 40% o Stepping into the process o Building ownership and involvement o Budget tools and templates

Exploring other critical budget considerations.

o 20% o Reserves and reserve policies o Capital budgets o In-kind contributions and gifts o Budgeting for salaries, strategies, and tools o Contingency budgets o Cash flow considerations


Budgeting exercises

Case study



E110 Revving Your Revenue Stream


E211 Sponsorship Solicitation

15

C330 Everyday Ethics

Course Description: Become aware of the pitfalls, red flags, and troublesome routine activities to avoid. Learn how to protect your character and your organization.

Course Objectives:

Examining how individuals and organizations think, act, and develop policies.

o 30% o Define ethics and integrity o Essential tools to develop values and ethics documents and statements

Learning how to perform an ethical analysis of an organization.

o 30% o Developing a code of conduct o Performing code of conduct tests o Measuring standards

Determining if structure or policy changes are necessary to avoid ethical conflicts.

o 40% o Managing unethical behavior o Leading with integrity o Ethical areas for organizations

Membership: dues and qualifications; referrals and bids

Leadership qualifications

By-Laws: application and consistency

Communication

Policy positions

Personnel

Committees

Facilities

Elections

Benefits


Self-analysis or company-analysis

Case study




16

C340 Strategic Planning

Course Description: Successful organizations plan strategically for the future. By following a few basic principles, your organization can develop a strategic plan to give direction for governance and management.

Course Objectives:

Understanding processes for strategic planning.

o 30% o Develop a focused mission and vision statement

Critical elements and characteristics of a mission statement

Brainstorming challenges

Communicate to members, staff, public o Declaration of principles o Goals, strategies, and tactics

Implementing strategic planning tools and techniques.

o 40% o Establish and implement a strategic planning process o Discuss trends and methodologies in strategic planning (rolling, strategic plan, balanced score card,

etc.)

o Developing or facilitating mission-focused strategic plans with staff, board members, and stake holders

Translating the strategic plan into action.

o 30% o Develop a business plan with tactics that advance the strategic goals o Systematic structure to monitor and adjust strategies o Keeping stakeholders informed of the plan


Best practices; bring sample plans to class

Examples of mock plan

Case study



17

C341 Win-Win Partnerships

Course Description: Long- and short-term partnerships with other organizations can help your organization reach community goals that may be unattainable if attempted alone. Form cooperative arrangements with others to pool resources and to achieve great things.

Course Objectives:

Understanding the benefits of coalitions and strategic alliances.

o 40% o What are strategic alliances and coalitions? o Key terms o Why are coalitions developed?

Common reasons why coalitions are formed

Major benefits

Potential risks

Identifying different types of coalitions and alliances.

o 20% o Areas well-suited for partnering

Ex.: legislative, education, special events, publications, research projects, public relations, endorsements, and sponsorships

o Types of alliances and partnerships

Ex.: networking, research, political/public policy, business, technology, and public/private partnerships/ foundation relationships/regional partnerships

o Building alliances and coalitions within your own organization

Ex.: top investors, CEO’s/HR directors, minority businesses, technology companies, and realtors/homebuilders

Implementing steps for effective collaboration. o 40% o Practical steps for forming and sustaining a coalition

Characteristics of effective and successful partnerships

Leveraging stakeholder networks for growth

Understanding and using memorandums of understanding (MOUs) o Handling problems that may arise

When things go wrong

Barriers to forming alliances

Strategies to minimize barriers o Developing international relationships (partnerships, alliances)


Brainstorm potential partnerships and alliances (Suggested material: ASAE’s Guide to Globalization)

Key questions to ask before moving forward with alliances

Sharing personal experiences

Case study



E340 501(C )(3) Foundations

E350 The Art of Persuasion

https://www.asaecenter.org/publications/107297-a-practical-guide-to-globalization-for-associations

18


Course Description: Organizations compete to show their value and relevance among current and potential members. Learn how to build a creative and innovative culture in your organization. Utilize tools to select the best ideas, evaluate the details, and see the best ideas through.

Course Objectives:

Building a creative and innovative culture to generate ideas. o 50% (includes time for the activity at the end of class) o A creative and innovative culture:

Balanced blend of methodologies, work practices, culture, and infrastructure

Embraces risks and wild ideas and tolerates the occasional failure

A culture of people first o Ways to create a creative and innovative culture

Using research to determine your members’ needs and discern the real costs and returns.

o 25% o Form a plan to review your programs, products, or services periodically o Research pertinent information, such as increase sales, reduce costs, and improve operations

What can we learn from others?

Where can I conduct research and gather data?

What is the market potential? Outside factors to consider (competition)?

Innovate or die. o 25% o Best Practices (suggested: Class activity)

Faculty Notes: Ways to create an innovative culture

Infuse creativity and innovation as core values

Offer rewards and recognition for new ideas

Collect feedback from members and discuss insights with staff

Conduct brainstorming sessions to improve on services and generate new ideas for ways to serve members

Respect the ‘devil’s advocates’ on staff and listen to different perspectives

Invest in developing staff to be more creative and innovative

Celebrate innovation with members and in the community

19


Course Description: It is challenging to identify, attract, and retain quality volunteer leaders. Examine leadership and succession programs in nonprofit organizations through strategic volunteer development.

Course Objectives:

Developing volunteer leadership.

o 30% o Ensure that volunteer leadership represent the diversity of the membership

Ex.: type of businesses, age, gender, ethnicity, geography o Create opportunities for members to participate in activities and advancement

Ex.: focused, short-term volunteer opportunities; committee participation, leadership roles

o Educate and orient board members, volunteers, and staff regarding their roles and responsibilities through detailed job descriptions.

Implementing successful strategies to recruit organizational leadership.

o 30% o Develop a list of available positions o Maintain an appropriate volunteer recruitment, training, recognition, and accountability system o Discuss procedures to recognize, reward, and hold volunteers accountable, including removal

Building a volunteer structure for future leaders to emerge.

o 40% o Establish a succession plan for volunteer leadership o Balance volunteer and staff roles and responsibilities. o Sound training and management o Trends impacting volunteerism today, including Department of Labor rules, board structure, etc. o Motivate


Case studies, including specifics of board, committee, and task force best practices

Develop sample volunteer job descriptions for chambers and associations



E180 Building Better Boards and Committees

Suggested resource:

ASAE’s “The Decision to Volunteer”

20


Course Description: Timely legal issues that can and will suddenly strike; and when to contact your attorney!

Course Objectives:

Examining issues affecting your organization and the legal pitfalls.

o 34% o Social media

o Data breaches

o Identity theft

o Intellectual property

o Contracts

Understanding employment agreements at both executive and junior levels.

o 33% o Aspects of an effective employee agreement o Proper termination procedure

o Potential liability of negligent referral when responding to inquiries regarding ex-employees

Exploring anti-trust laws and how they relate to not-for-profit organizations.

o 33% o Issues related to membership criteria and exclusion of potential members o Potential liability for boycotts and other anti-competitive concerted activity


C220 Is That Legal

E120 Executive Law

21

C430 Becoming a Strategic Leader

Course Description: Strategic leaders foster collaborative teams that can position the organization toward success within the business community and external organizations.

Course Objectives:

Building positive relationships with your team and external stakeholders and collaborators.

o 34% o Establishing trust o The importance of team building

o Building successful teams including staff and volunteers to execute the strategic plan

o Understanding the importance of work/life integration

Understanding the diversity of the business community and external organizations.

o 40% o Define “diverse”

Ethnic, generational, sexual, racial, religious, etc. o Create a climate of acceptance, understanding, and respect for diversity o Recognize different behavior and communications styles and adapt o Explore elements of building strong relationships with others

Measuring results.

o 33% o Developing meaningful measurement for accountability o Evaluating success o Providing feedback o Reporting results

o Analyzing and understanding data to support the plan the organization needs


A team effectiveness assessment

Case study

Strengths Finder assessment


C125 Hiring, Firing, and Everything in Between





ASAE Operation Ratio Report

ASAE and ACCE Diversity and Inclusion statements

22

C441 Industry Forecast

Course Description: Is your organization ready for the future? Explore trends and issues affecting the nonprofit world and prepare for the future.

Course Objectives:

Discovering essential industry trends.

o 33% o Identify what essential industry trends include given the organization’s mission (e.g., chambers might look at a broad cross section of socio-economic and community trends, whereas an association might look at industry-specific trends). Trends may include:

Nature of belonging and gathering

Communications and technology

Scarcity and abundance

Global impacts

Population shifts

Political and social fragmentation

Resource alignment

Catalytic leadership o Identify sources for collecting data and recognizing trends o Discuss how to distinguish trends from short-term events

Understanding how the changing complexities of the global market affect your members.

o 33% o Discuss how trends are used in conducting an environmental scan for strategic planning o Review global trend data that organizations should observe to be informed o Discuss the importance of global markets on local economies o Demonstrate how to apply trend analysis and market research to strategic planning

Preparing to manage workforce trends and demographic shifts.

o 34% o Industry demographic changes o Population shifts o Attracting, managing, and retaining all generations


Case study: current laws and initiatives impacting local communities

Additional Resources

World Economic Forum

Foresight Works- ASAE

23

C460 Integrating Strategic Technology Solutions

Course Description: Integrating a dynamic website, contact database, and accounting program is essential in doing business today. Take the necessary steps to further develop a technology plan that works for your organization.

Course Objectives:

Creating a technology plan and budget. o 40% o Understanding the technology tool set, integration (i.e., CMS, CRM, ERP, e-commerce, and SM,

etc.) and how it is needed to support association goals and activities o Staff issues with technology and cultural change o Weighing the costs, benefits, and return on investment of technology solutions

Protecting and maintaining your technology solutions. o 40% o Identify areas in which new technology tools can improve design, development, and delivery of

products and services o Cloud technology and cyber security o What’s new

Developing technology strategies for your organization.

o 20% o Best practices and scalability (Instructor note: Open dialogue encouraged).


Case study

Suggested class material:

ASAE Technology Assessment

https://www.asaecenter.org/publications/109496-technology-readiness-assessment

24


Course Description: Once your advocacy program is in place, you are ready to take the next steps. Position your organization to be a leader in advocacy within the community and external organizations. Delve into the ins and outs of the different channels of coalition building.

Course Objectives:

Developing political coalitions and alliances.

o 50% o Building coalitions o Finding issues in common

Preparing issue papers and other materials.

o 30% o Needs assessment o White paper spokesperson

Building and managing relationships with your elected officials.

o 20% o Anatomy of a legislative visit o How to conduct a proper meeting (prior, during, and after) o Communicating strategy o Conflict management o How to report back to your membership


Case study






Friends of the U.S. Chamber

The Power of A

25

C490 Organization Leadership for the Future

Course Description: Maximize your organization’s potential by keeping current on trends and the environment around your organization. Create a synergistic environment through trust, appropriate culture, and the ability to affect change when needed.

Course Objectives:

Utilizing situational awareness.

o 20%

o The decision to join (Resource: “10 Lessons for Cultivating Member Commitment: Critical Strategies for Fostering Value, Involvement, and Belonging”)

o Resource: ACCE’s “Horizon Initiative: Chambers 2025” (http://www.acce.org/main/horizon-initiative-chambers-2025/)

o Resource: “Environmental Scanning for Associations: The Everyday Guide to Capturing, Analyzing, and Interpreting Strategic Information”

Implementing techniques to lead change.

o 40%

o Understanding your change style and key success factors for affecting change

o Taking the vision and mission of the organization forward

o Being a champion of change for others and dealing with resistance to change (staff and volunteer)

o Managing upward (to the executive or to the board)

Developing a culture of leadership.

o 40%

o Understanding the pros and cons of different organizational cultures

o Promoting a culture that is sensitive and responsive to the needs, interests, and value of membership

o Tools to sustain a leadership culture (staff and volunteer)

Please Note: 30 minutes of the class will be led by the Trustees Chair. During this time, the Chair will share opportunities for the graduates to stay engaged with Institute and further their professional development. The Chair will provide the graduates with take home CCE and CAE sample exams.


A case study of collaboration across communities

A case study of how an organization changed its focus (i.e. advocacy, economic development)


ACCE and ASAE Annual Conferences

CCE and CAE sample tests are in the app

http://www.acce.org/main/horizon-initiative-chambers-2025/)

http://www.acce.org/main/horizon-initiative-chambers-2025/)

26

E110 Revving Your Revenue Stream

Course Description: Identify new ways to fundraise, sponsor, and build partnerships to bring revenue into your organization. Learn the steps involved to establish partnerships, including due diligence and safeguards to protect your organization and its members.

Course Objectives:

Discovering avenues to bring revenue into your organization. o 40% o Grant writing o Dues and non-dues

Examining potential new sources of non-dues revenue through creative funding. o 40% o Revitalizing a product, program, service, or even your own organization.

Laying out the proposal and planning the product roll-out Ex.: resources, logistics, audiences, design and content, pilot testing, integration with other programs and services, legality

Setting metrics – conduct a new products audit (benchmarking)

Understanding the financial and legal implications associated with different revenue streams. o 20% o Monitor revenue supply

Project-based budgeting (including staff time)

Working a step-by-step new product development process

Tax issues (royalty vs. unrelated business income)

Labor intensiveness vs. financial gain

Revenues exceed costs? (cost-benefit)


Quick 10 minute brainstorming/idea exchange session





27

E120 Executive Law

Course Description: There are many situations in which your organization might be found legally responsible. Examine common areas of risk for nonprofit membership organizations and discuss strategies to manage liability risk.

Course Objectives:

Recognizing issues that land a nonprofit professional in legal trouble.

o 30% o Common hazard situations and how to avoid them

Implementing safeguards to protect your organization.

o 40% o Duty of care, duty of loyalty, and duty of obedience

Managing roles and responsibilities of the board, committees, and task forces.

o 30%


C220 Is That Legal?


28

E126 Dealing with Challenging Employees

Course Description: Handling difficult employee situations can be one of the most tedious and anxiety-producing aspects of management. By handling such situations effectively, it is often possible to turn a difficult situation into a great one.

Course Objectives:

Defining unsatisfactory employee performance behaviors.

o 40% o Documentation techniques to track the unsatisfactory behavior

o Tips for evaluating work performance

Learning tools and techniques to address problematic staff behavior.

o 30% o Tips for conducting regular and effective staff reviews o Preventative measures (e.g. New hire orientation, conveying expectations to your team, etc.)

Identifying actionable steps if you can’t turn it around.

o 30% o Steps to help other team members affected cope with the stress

o Steps to prepare for termination if necessary


Position description write-up

Brainstorming good interview questions

Case study


C220 Is That Legal?


C125 Hiring, Firing, and Everything In Between

29


Course Description: Excellent organizations begin with a determination to be the best. When your board asks, “Are we the best?” know how to answer their question.

Course Objectives:

Identifying the principles and best practices of successful organizations.

o 25% o Characteristics of successful organizations o How are best practices determined? How do they evolve? Why are they important?

Benchmarking your organization’s performance against the standards of other top organizations.

o 50% o Suggested metrics o Conducting an organizational assessment

What is an assessment?

Why perform an assessment? o Internal involvement: staff, board, volunteers o External involvement: members, community, prospects o Outlining desired results o Performing a SWOT analysis o Organizational climate assessments/evaluations/measurements

Surveys, questionnaires, open forums, focus groups

Implementing best practices.

o 25% o Provide examples or case studies o Prioritize and focus o Communicate practices to internal and external stakeholders o Celebrate and acknowledge milestones and accomplishments achieved o Highlight accreditation, certifications, recognitions, and/or awards opportunities


Case study (of a dysfunctional organization, then test knowledge learned)

Benchmarking activity

Examples of best practices in chambers and associations – provide a reading list

30

E142 Fundamentals of Community and Economic Development

Course Description: Learn the fundamentals of community and economic development to enhance your organization’s relevance.

Course Objectives:

Defining economic development, including the various types and forms.

o 50% o Definitions of and differences between community development and economic development

o Explain different organizational structures for economic development groups. Public, private, etc. o Key trends among economic development organizations

Developing existing business retention and expansion programs.

o 25% o Identifying and qualifying prospects/developing marketing strategies with job creation as a top

priority o Developing key performance indicators to assess your economic development marketing plan o Programs within economic development: retention and expansion, workforce development,

entrepreneur training, leadership training

Building collaborative economic development relationships and receiving examples of funding structures for economic development organizations.

o 25% o Funding methods for economic development corporations: public, private, foundations, etc. o Importance of regional partnerships o Use of public and private funding for economic development


E342 Advanced Strategies of Community and Economic Development

31

E150 Diversity, Equity, and Inclusion

Course Description: Inclusive leadership is paramount to successful organizations and thriving communities. Equip yourself with the tools necessary to create a community that is welcoming to all. Course Objectives:

Understanding the economic impact of diversity, equity, and inclusion. o 20% o Exploring identity groups and the collective impact of partnership

Associations and chambers centered on identity

Creating a climate that promotes an understanding and respect for diversity, equity, and inclusion. o 40% o Recognizing unconscious bias o Launch and sustain an impactful initiative o Intentional leadership o Personal impact of exclusion o Analyzing programs, products, and communications for alignment

Using policy to support the organization’s goal of diversity, equity, and inclusion. o 40% o Analyzing company policies for unconscious bias o Creating, implementing, and communicating a DEI policy to your organization (staff and board) and

community. Suggested resources:

Collective Impact and Shared Value

"Measuring Inclusive Economies in America" Report

Diversity is Good for Your Bottom Line

Diversity and the Path to Economic Growth

People with Disabilities

https://hbr.org/2016/10/the-ecosystem-of-shared-value

https://www.brookings.edu/blog/the-avenue/2016/05/12/measuring-inclusive-economies-in-metropolitan-america/

http://fortune.com/2017/01/18/leadership-diversity-bottom-line-career-advice/

https://www.uschamberfoundation.org/blog/post/diversity-and-path-economic-growth/42299

https://www.cdc.gov/ncbddd/disabilityandhealth/disability-inclusion.html

32


Course Description: There are times when you want or need to be out front on an issue and times when the best defense is a good offense. Learn how to maximize, or minimize, attention on an issue or event with the media.

Course Objectives:

Understanding the vehicles for sending your message.

o 35% o Determine best approach(es):

Editorials/op-ed

News release

Broadcast media, including PSA

Social media

Email campaign

Emerging media

Communicating your message with impact to different media outlets.

o 35%

o Understanding different media audiences and tailoring your message to be relevant to them o Reinforce your message by being prepared and following up o Digital monitoring tools o Understand the role of ethics and transparency in your communications

Messaging with maximum preparation.

o 30% o Understand the purpose of your message and the self-interests of the intended audience o Plan for obstacles o Create an action plan and distribute to all essential employees o Create briefing kits/one-pagers on key issues provided to employees o Understand both sides of the issue o Fostering a relationship with the media as a content expert


Public Relations Society of America (PRSA)

33

E180 Building Better Boards and Committees

Course Description: Learn to build strong boards and committees from recruiting the right people to successfully orienting board and committee members and planning for succession.

Course Objectives:

Recruiting board members that reflect the diversity of your members.

o 20% o Understanding the make-up of your members o Tools for recruitment

Structuring a board or committee orientation program and setting expectations.

o 40% o Communicating the right roles and responsibilities o Setting expectations of volunteers o How to hold board members accountable o Tips on securing time and financial commitments from new volunteers

Coaching the board or committee to think strategically and prepare for succession.

o 40% o Preparing young professionals to become leaders o Effective board retreats o Strategic planning techniques o Board engagement


Discussion of board size, governance styles, and challenges

Bring sample based orientation manual to class




34


Course Description: Executives who ignore key financial and tax compliance issues and financial management best practices can end up with unanswered questions in front of the board, empty corporate accounts, and even termination. This course covers advanced compliance, tax, and financial management issues to keep you out of trouble.

Course Objectives:

Identifying and documenting unrelated business income tax. o 20% o UBIT (unrelated business income tax) o Definitions o Examples o Excluded activities o Sponsorships vs. advertising o Documentation and strategies

Recognizing how audits have become more challenging and expensive in recent years and how to be better prepared to meet these new challenges.

o 20% o Finding an auditor o Audit committees o Audit reports o Opinion o Internal controls (SAS 115 Letter) o Required communications (SAS 114 Letter)

Implementing strong internal accounting controls and internal control building blocks. o 40% o Provide examples and stories around typical problem and high risk control areas o Discussion points: What can go wrong? Biggest mistakes. o Reality check: Is your organization in danger? Always assume the answer is yes!

Exploring how to better communicate important financial information to your board and members. o 20% o Financial dashboards and accompanying finance memos o Communication strategies for:

Board of Directors

Finance Committees

Annual Reports (to members and to the general public)


Internal accounting controls small group problem solving



C220 Is That Legal?


35


Course Description: Sponsoring events, publications, and programs can be a significant source of revenue. Learn how to structure sponsorship opportunities, develop a price, and solicit the right organizations to meet your goals.

Course Objectives:

Developing sponsorship pricing structures, factors, and packaging.

o 30% o Difference between sponsorship and advertisements o Finding a structure that’s right for you o Key performance indicators of a successful sponsorship program

Identifying the right organizations to solicit sponsorship.

o 30% o Building partnerships to improve sponsor relations o Understanding the target audience of your event, publication, or program

Making the sponsorship sales pitch and showing the return on investment.

o 40% o Sponsorship menu o Evaluating the best time to make “the ask” o Determining the best person to make “the ask” o The plan for recognizing sponsors in a mutually beneficial fashion


Share unique approaches to selling


E110 Revving your Revenue Stream

36


Course Description: You are in charge of your performance and career development. Discover new ways of working with your supervisor to build cooperation and achieve success that benefits both of you.

Course Objectives:

Understanding your manager and building the relationship.

o 40% o Basic communication tips o Finding common ground o Seek to understand your manager’s style o Positively adapting to the work style of another

Developing your value to your organization.

o 30% o Develop your personal brand o Manage up to stand out o Implement strategies to exceed expectations

Building trust with your manager.

o 30% o Avoid office politics o Learn the basics of trust building o Be trustworthy


Role playing



C150 Communicating with Confidence



37

E240 Strong Associations for the Future

Course Description: Government regulation, technology, public trust, volunteerism, and a host of other issues affect the relevance and viability of associations. Become aware of key trends and issues that impact associations and discuss steps to ensure the future of the association industry.

Course Objectives:

Examining marketplace trends in the association industry—income, revenue, and membership metrics.

o 33% o Causes o Implications

Identifying shifts in trends to ensure that your organization stays ahead of the curve and delivers member value.

o 33% o Shifts in:

Marketing

Meetings and events

Learning

Technology

Investigating innovative programs, governance, and operating procedures of trailblazing associations.

o 34% o Discuss potential gains of groundbreaking practices as well as the risks involved o Tips on implementing creative solutions to problems o Examples of innovative programs from associations


Brainstorming

Case study of trailblazing associations

Review bibliography of articles on Association Trends



38

E241 Strong Chambers for the Future

Course Description: Government regulation, technology, public trust, volunteerism, and a host of other issues affect the relevance and viability of chambers. Become aware of key trends and issues that impact chambers and discuss steps to ensure the future of the chamber industry.

Course Objectives:

Understanding income, membership, and competitive marketplace trends in the chamber industry.

o 30% o Causes and implications of the above mentioned trends o Impact trends have on how you operate o Understand how relevance is related to income, membership, and competitive marketplace

advantage

Identifying shifts in trends to ensure that your organization stays ahead of the curve and delivers member value.

o 20% o How do you know something is a trend? o Why is understanding and recognizing trends important?

Examining innovative programs, governance, and operating procedures of trailblazing chambers.

o 50% o Discuss potential gains of groundbreaking practices as well as the risks involved o Tips on implementing creative solutions to problems o Innovative programs from chambers of commerce (sharing of best practices) o The benefits and risks of innovative programs


Brainstorming

Case study of trailblazing chambers




ACCE’s “Horizon Initiative: Chambers 2025” (http://www.acce.org/main/horizon-initiative-chambers-2025/)

http://www.acce.org/main/horizon-initiative-chambers-2025/

http://www.acce.org/main/horizon-initiative-chambers-2025/

39

E243 Developing a Competitive Workforce

Course Description: Employers across the nation agree that a qualified and well-trained workforce is key to sustained growth and competitiveness. Learn the various roles your organization can play in this arena and the resources you can tap.

Course Objectives:

Understanding workforce development activities and terminology.

o 25% o Basic concepts o Recent legislative activity

Identifying common initiatives and roles of chambers in workforce development.

o 45% o Key trends o How your organization can make an impact o Partnering with local government and neighboring community initiatives

Exploring resources to assist you in your workforce development program.

o 30% o USCCF resources


C261 Events: Strategy and Operations




40

E244 Using Data to Grow and Sustain Your Organization

Course Description: The flow of knowledge is a competitive advantage. This course explores a people-first and principle-centered approach to leverage knowledge in nonprofits.

Course Objectives:

Evaluating relationship management systems and information that should be captured.

o 33% o Key functions of a CRM System o Possible rubrics or criterion evaluation to help identify functions or data that are most important o Identify the types of data that are most important to be included in a CRM system o Discover tools that can be used to summarize information and help make recommendations o Additional management modules such as reports, communications, accounting, events, and

sponsorship components that may be found in more robust systems o Process for data cleanup and integrity

Understanding how to link member data and forecast trends.

o 33% o Samples of reports to demonstrate their use in forecasting o Data uses in forecasting for planning marketing, budgeting, communicating, and engagement o Data mining and how it is used to generate new leads o Market segmentation and targeting audiences

Developing and analyzing data through surveys and other research tools.

o 34% o Methods for collecting data o Sample questions to receive desired data o Identify gaps in existing member data and develop a strategy to minimize those gaps o Explore primary and secondary sources of information to enhance existing member data o Evaluating your data collection process and the data received o Develop strategy for dissemination of insights throughout the organization and/or industry




41


Course Description: Is your organization ready to begin a PAC and engage in endorsements? This class will provide step-by-step instruction on how to establish and grow successful political action committees and endorse candidates.

Course Objectives:

Addressing ballot initiatives and referendums.

o 33% o Who’s involved? o What potential issues should be addressed? o What are the legal, financial, regulatory, and political implications?

Creating and maintaining a PAC.

o 34% o State and federal rules o Gaining the support of your board

Building an airtight endorsement strategy.

o 33% o Are they right for you? o Developing and maintaining written criteria for the endorsement process




42

E310 Dues and Don’ts

Course Description: Do you plan to reevaluate or restructure your organization’s membership investment schedule? This session looks at the major issues in developing a dues schedule and the approaches that different organizations use.

Course Objectives:

Evaluating advantages and risks of various dues schedules.

o 25% o Types of dues schedules o Types of dues structures

Identifying steps for conducting a review of your organization’s dues structure.

o 50% o How often should you review the dues structure o Key players to involve o Best practices

Implementing techniques to ensure smooth implementation of a dues schedule change.

o 25% o How to market a new dues schedule to your board o How to market a new dues schedule to your members



43


Course Description: The stress that comes from being responsible and accountable for performance can hinder success and job satisfaction. Delegation gives others a greater stake in organizational outcomes and can increase productivity. Explore strategies for empowering others to assume more responsibility.

Course Objectives:

Identifying what and what not to delegate.

o 25% o Steps of delegation o Work/life balance o Barriers to effective delegation o Frequent errors in delegation with impacts and remedies o Recognizing what others aside from you can do

Understanding how to delegate to the right person at the right time.

o 50% o Are they ready to listen? o Do they have the knowledge and skills needed?

o Do they have the time?

o Match the requirements of the job to the person

o Create a timeline and a plan to follow-up when delegating o Understand the work style of those you delegate to

Implementing ways to improve staff accountability.

o 25% o Tips and tools o How to develop evidence based performance measures to ensure performance aligns with

expectations


Create a delegation checklist/plan involving current staff

44

E331 CEO Lessons Learned

Course Description: Learn how to thrive as a nonprofit executive. Gain insight and refinement as an executive in the industry. Tips, lessons, and stories are captured and shared during this interactive session.

Course Objectives:

Sharing best practices.

o 40% o Capture and share advice and insights (“What I learned the hard way”) o Simple do’s and don’ts o How to handle the jump from staff to CEO

Exploring habits and behaviors of nonprofit executives, from challenges to everyday opportunities.

o 30% o Provide examples of how to change and implement habits/behaviors toward greater success o Capture and share good and bad virtues o How to handle the bad days o Moments of success – how to handle them

Assessing your career stage and growth opportunities.

o 30% o Dialogue on stages and phases of one’s career o Inventory arenas of personal growth o Skills for the future


Facilitated discussion of major oops and faux pas


C490 Organization Leadership for the Future

45

E340 501(c)(3) Foundations

Course Description: If you currently have a Foundation, you need to be fully cognizant of how to make this powerful arrangement work. Explore issues associated with IRS governance and compliance, as well as accounting and audit rules impacted by received restricted funds from contributions and grants.

Course Objectives:

Making the most of your Foundation and leveraging the relationship. o 30%

o Revenue and support – contributions and grants

o Typical activities

o How to maximize the chamber/association and Foundation relationship

o Lining-up staff, labor allocation and governance for a 501(C)(6) and 501(C)(3)

Awareness of your specific state legal trends

o Support test rules

In-depth review of restricted funds and grants. o 30% o Government grants vs non- government grants o Restricted vs. unrestricted funds o Temporarily restricted funds o Permanently restricted funds o Audit process and net asset releases o Financial statement presentation o Why unrestricted funds are so important

Understanding contributions, distributions and how to honor donors by correctly recording, managing, and recognizing donors for their gifts. o 40% o Contributions, distributions vs. exchange transactions o Cash contributions o Non-cash contributions o In-kind contributions o Pass-through contributions o Documentation and donor intent


20 contribution scenarios – small working group case study

Contributions vs Distributions Additional Learning Opportunities



C310 Budgeting and the Bottom Line Note: Please pay attention to the sensitivity of IRS and tax law

46

E342 Advanced Strategies of Community and Economic Development

Course Description: Expand your organization’s role in economic development and learn strategies to compete globally.

Course Objectives:

Structuring a deal, identification, and use of incentives.

o 45% o Product identification o The key elements of “the deal” o Types of incentives, why they are needed, and when they are appropriate to be utilized o Clawbacks or other required benchmarks for performance

Understanding redevelopment, revitalization, and regionalism.

o 35% o The differences between redevelopment vs. new development o The redevelopment process o Blight and its negative impact on communities; identifying the need and creating the tools/resources

to fix it o How do long range planning and city codes play into redevelopment? o The regionalism concept (provide examples of successful regions) o Dos and don’ts of successful regions

Utilizing technology in economic development.

o 20% o The use of social media in economic development o Databases and other resources for business (e.g. ERSI, real estate databases) o Technology platforms that support economic development


E142 Fundamental Strategies of Community and Economic Development

47


Course Description: Persuasion and negotiation require patience and determination. Learn to shift opinions through key people, case studies, power words, and presentations. Convince others to step up and take on new initiatives. Learn how to obtain the results you want through negotiation.

Course Objectives:

Understanding the types of decision makers and how they can be most effectively persuaded.

o 25% o How to identify decision makers o How to maintain relationships with decision makers

Identifying words and techniques to convince others to take action.

o 50% o Body language o Persuasive vocabulary o Best methods of communication

Implementing a plan of action for negotiations.

o 50% o Timeline for plan of action o Tips for following up on negotiations

48


Course Description: Your communications strategy needs to effectively convey organization products, programs, and services. Learn to evaluate your communications and marketing strategy to ensure that your organization is properly branded to reach its critical audience.

Course Objectives:

Evaluating and structuring an effective communication strategy.

o 25% o The attributes that make up a communications strategy o Tools and/or methods for measuring effective communication (e.g. audience penetration,

readership, and action against desired outcomes)

Targeting the right audience for various communications efforts. o 25% o How to identify audience segments or targets based on desired communication outcomes

o How audience-specific variations of the same message can be effective in communicating

Determining the appropriate brand within the market. o 50% o Review of branding activities as a communication strategy

o How to identify an organization’s brand

o Developing a brand and aligning messaging to support the brand

o Different communication strategies to match branding objectives


C150 Communicating with Confidence



49

E362 Policy Development and Implementation

Course Description: Policies and procedures exist to protect the organization and the professionals within it. Determine the differences between policies and procedures and learn how to implement an appropriate structure in your organization.

Course Objectives:

Identifying differences between policies and procedures.

o 35% o Distinguishing policies from procedures, positions, practices, and precedents o Process for policy development

Exploring the process for implementing policies.

o 35% o Archiving policies for quick reference o Policy mistakes o Policy process

Understanding risk management.

o 30% o Policies as a form of risk management o The most common policies among organizations o The IRS policy recommendations



50


Course Description: Nonprofit organizations face an increasingly competitive market for members and customers. Learn how to develop your organization’s value proposition and convey the significance of your services to current and prospective members and customers.

Course Objectives:

Identifying your value proposition.

o 50% o Students should gain a clear understanding of what their organization’s value proposition is o Golden handcuff principle

Communicating your value proposition.

o 25% o Determine the best way to communicate value to your members

Measuring your value proposition.

o 25% o Why you can’t be all things to all people o Hedgehog theory – focus on what you know best and what you are good at


Group exercise – practice identifying, communicating, and measuring value proposition




CURRICULUM RECOMMENDATIONS

1

BACKGROUND

Based on all feedback received from attendees, faculty, and volunteers during 2019, we would like to review the

following courses:

1. E330 Learning to Let Go

2. C360 Culture of Innovation

3. C185 Recruit, Engage, and Retain Your Members

4. E310 Dues and Don’ts

5. C341 Win-Win Partnerships

6. E340 501(c)(3) Foundations


Suggested Change: Change title to Delegation, Empowerment, & Accountability Why: Changing the title can signal what expectations attendees should have when taking this course. Full class outline is located on page 43.


Suggested Change: Change the first objective to “Defining what is a creative and innovative culture.” Create a second objective titled “Finding ways to create an innovative culture” and move faculty notes under this objective. Keep the third objective as “Using research to determine your members’ needs and discern the real costs and returns. Remove the objective “Innovate or die.” Why: The current syllabus page for the course does not follow the same format as other courses. We need to move away from the title of “Innovate or Die” and this keeps the sub-bullets from the faculty notes. Full class outline is located on page 18.


Suggested Change: Revisit changes made in 2018 to add literature applicable to associations. Consider assigning faculty with association backgrounds to teach this course. Why: Feedback received indicates that this course is too chamber focused and is not applicable to associations. Full class outline is located on page 7.

CURRICULUM RECOMMENDATIONS

2

E310 Dues and Don’ts

Suggested Change: Change title to Trends in Membership Models. Consider adding exercises or resources to make this course more applicable to associations. Why: Feedback received indicates that this course is too chamber focused and is not applicable to associations. Full class outline is located on page 42.


Suggested Change: Change title to Coalition Building. Discuss and update objectives. Why: Attendee feedback indicates they would like the class content to have more depth and substance. Full class outline is located on page 17.

E340 501 (c)(3) Foundations

Suggested Change: Change the course name to Foundations Governance and Financials. Change the first sentence of the course description to “If you currently have a Foundation or are thinking about creating one, you need to be fully cognizant of how to make this powerful arrangement work.” Change the first objective to “Building a solid governance structure for your Foundation.” Change the second objective to “Reviewing restricted funds and grants.” Add suggested resources section that includes a link to The Council of Foundation’s “Starting a Foundation.” Why: Feedback indicates that there is more interest from attendees looking for information on starting a Foundation vs. deep dive into financials when one is already established. Full class outline is located on page 45.

1

Site:

Course:

Auditor:

1. Did the course cover all of the objectives and allocate the appropriate amount of time for each?

2. Was the course helpful for and geared to both association and chamber professionals? 3. If you were to add an objective to this course, what would it be?

4. Do you think the objective you wrote above should replace one of the current objectives to better reflect industry trends and practices? If so, which objective should it replace?

5. What could be done to make this course more applicable to and in line with industry trends?

Additional comments regarding the curriculum or instructor:

ABSENCE RESPONSE PLAN

2

IF LESS THAN HALF A CLASS IS MISSED: The attendee must research and write a blog on the topic of the class. This blog must include at least three outside sources and follow all IOM Blog guidelines and procedures and be a minimum of 375 words. IF MORE THAN HALF A CLASS IS MISSED: The attendee must research and write a blog on the topic of the class. This blog must include at least three outside sources and follow all IOM Blog guidelines and procedures and be a minimum of 750 words. MAKE-UP BLOGS: DEADLINES, GUIDELINES, AND PROCEDURES Deadlines

First- through third-year attendees: makeup blogs are due 60 days after your Institute site.

Fourth-year attendees: make-up blogs are due on-site. Guidelines

Blogs should be a minimum of 375 words for missing less than half a class.

Blogs should be a minimum of 750 words for missing more than half a class.

Blogs should reference at least three outside sources. Procedure for submission

Email your blog in a word document to Mandy Pan at [email protected]. In the body of the email, please indicate your name, site attended, class missed, and amount of class time missed.

Also required for submission are a high-res headshot and short bio. Post-submission process

You will receive a direct link to your blog via email on the day it is published.

Your blog may be pushed out through social media once it is published.

Please note: Not all make-up blogs are published. Important Policy Notes

Institute reserves the right to edit for length or grammar without changing the integrity of the content.

Because Institute is a program of the U.S. Chamber of Commerce Foundation, a 501(c)3 affiliate of the U.S. Chamber of Commerce, Institute is not able to publish content that is of a political nature.

If your blog does not meet the required standards for make-up work, Institute staff may send the blog back to you and ask for revisions to be made.

Institute’s blog can be found at: institute.uschamber.com/blog

mailto:[email protected]

COURSE EVALUATIONS

3

COURSE EVALUATIONS

4

Monday

January 7

8:00 AM

Monday

January 7

12:30 PM

Monday

January 7

4:15 PM

Tuesday

January 8

8:00 AM

Tuesday

January 8

10:30 AM

Tuesday

January 8

1:30 PM

Wednesday

January 9

8:00 AM

Wednesday

January 9

12:30 PM

Thursday

January 10

8:00 AM

C185 C110 E110 E210 E330 C130 C150 C180 C125

Recruit, Engage , &

Reta in MembersFinancial Fitness

Revving Your

Revenue Stream

Executive

Finance

Learning to Let

Go

Unleash the

Leader Within

Communicating

with Confidence

Guide to

Governance

Hiring, Firing,

and Ev. Between

Madera Madera Madera Ventana Canyo n B Madera Madera Madera Madera

M. Varney M. Gellman P. McGaughey M. Gellman C. Carringer C. Carringer L. Spears B. Harris P. Green

C270 C220 E120 E211 E331 C260 C261 C250 C230

Effective Govmt

Affairs ProgramsIs That Legal? Executive Law

Sponsorship

Solicitation

CEO Les s o ns

Learned

Marketing

Strategies

Events: Strategy

and Operations

Cus to mer Service

Ins ide and Out

Managers Who

Motivate

Canyon B Canyon B Pima Pima Pima Canyon B Canyon B Canyon B Canyon B

A. Showalter D. Goch D. Goch P. McGaughey G. LaBranche E. Bemis S. Meisner-

MaggardC. Carringer D. Aaker

C261 C260 E126 E230 E340 C220 C250 C230 C270

Events: Strategy

and Operations

Marketing

Strategies

Dealing with

Challenging

Emplo yees

Managing

Upward

501 (c )(3)

FoundationsIs That Legal?

Cus to mer Service

Ins ide and Out

Managers Who

Motivate

Effective Govmt

Affairs Programs

Canyon A Canyon A Canyon A Canyon C Ventana Canyon A Canyon A Canyon A Canyon A

E. Bemis S. Meisner-

MaggardP. Green D. Aaker M. Gellman D. Goch D.Aaker J. Patton J. Imel

C380 C330 E140 E240 E350 C360 C341 C310 C340

Volunteer

DevelopmentEveryday Ethics

Building Org.

Excellence

Strong Assoc. for

the Future

The Art o f

P ers uas io n and

Nego tia tio n

Culture of

Innovation

Win-Win

Partnerships

Budgeting and

the Bottom LineStrategic Planning

Ventana Ventana Sabino Canyon A Sabino Ventana Ventana Ventana Ventana

M. Lucas K. Nastasi B. St John B. Harris L. Spears P. Green J. Henning M. Gellman P. McGaughey

C330 C380 E142 E241 E360 C340 C360 C341 C310

Everyday EthicsVolunteer

Development

Fundamentals of

Com. & Ec. Dev.

Strong Chambers

for the Future

Strategic

CommunicationsStrategic Planning

Culture of

Innovation

Win-Win

Partnerships

Budgeting and

the Bottom Line

Canyon C Canyon C Canyon B Madera Canyon A Canyon C Canyon C Canyon C Canyon C

K. Nastasi M. Lucas V. Horton J. HenningS. Meisner-

Maggard P. McGaughey P.Green J. Henning M. Gellman

C420 C430 E161 E243 E362 C441 C460 C470 C490Current Lega l

Is s ues Fac ing Yo ur

Org.

Becoming a

Strategic Leader

Bus ines s Co mm.

Tech. Trends

Develo ping a

Co mpetitive

Wo rkfo rce

P o licy

Develo pment and

Implementa tio n

Industry ForecastIntegra ting

S tra tegic Tech.

So lutio ns

Advocacy and

Alliances

Organiza tio n

Leaders hip fo r the

Future

Sabino Sabino Canyo n C Sabino Canyo n C Sabino Sabino Sabino Sabino

D. Goch B. Lee E. Bemis C. Codella B. Harris V. Horton B. Thomas J. Imel S. Swafford

C460 C470 E180 E244 E380 C430 C420 C441 C490Integra ting

S tra tegic Tech.

So lutio ns

Advocacy and

Alliances

Building Bette r

Bo ards and

Co mmittees

Us ing Data to

Gro w & Sus ta in

Yo ur Org.

Delivering

Value

Becoming a

Strategic Leader

Current Lega l

Is s ues Fac ing

Yo ur Org.

Industry ForecastOrganiza tio n

Leaders hip fo r the

Future

P ima P ima Ventana Canyo n B Madera P ima P ima P ima P ima

B. Thomas A. Showalter B. Thomas C. Hight R. Towle L. Spears D. Goch V. Horton J. Patton

11:30 AM 4:00 PM 6:15 PM 10:00 AM 12:30 PM 5:00 PM 11:30 AM 4:00 PM 11:30 AM

4 -

24 -

12 -

22 -

1

2019 Winter1

- 1

3 -

23 -

1

Monday

June 10

8:00 AM

Monday

June 10

12:30 PM

Monday

June 10

4:15 PM

Tuesday

June 11

8:00 AM

Tuesday

June 11

10:30 AM

Tuesday

June 11

1:30 PM

Wednesday

June 12

8:00 AM

Wednesday

June 12

12:30 PM

Thursday

June 12

8:00 AM

C130 C180 E110 E210 E310 C125 C150 C185 C110

Unleash the

Leader Within

Guide to

Governance

Revving Your

Revenue Stream

Executive

FinanceDues and Don'ts

Hiring, Firing,

and Ev. Between

Communicating

with Confidence

Recruit, Engage,

& Retain

Members

Financial Fitness

1280 1280 1185 1180 1280 1280 1280 1280 1280

K. Hall B. Harris P. McGaughey B. Foulks M. Varney P. Green B. Graham M. Varney B. Foulks

C220 C230 E120 E211 E340 C260 C270 C261 C250

Is That Legal?Managers Who

MotivateExecutive Law

Sponsorship

Soliciation

501(c )(3)

Foundations

Marketing

Strategies

Effective Govmt

Affairs Programs

Events: Strategy &

Operations

Customer

Service Inside

and Out

1185 1185 1140 1185 1180 1185 1185 1185 1185

D. Goch P. McGaughey D. Goch S.Pash B. Foulks J. Henning B. Taylor T. Eyet D. Aaker

C310 C380 E126 E230 E342 C330 C341 C360 C340Budgeting and

the Bottom

Line

Volunteer

Development

Dealing with

Challenging

Employees

Managing

Upward

Adv. Strategies of

Comm. & Ec.

Dev.

Everyday EthicsWin-Win

Partnerships

Culture of

Innovation

Strategic

Planning

1195 1195 1180 1280 1140 1195 1195 1195 1195

B. Foulks S. Pash P. Green D. Aaker M. Lucas D. Aaker J. Henning P. Green B. Harris

C460 C470 E140 E240 E350 C420 C430 C441 C490

Integrating

Strategic Tech.

Solutions

Advocacy and

Alliances

Building Org.

Excellence

Strong Assoc. for

the Future

The Art of

Persuasion and

Negotiation

Current Legal

Issues Facing

Your Org.

Becoming a

Strategic LeaderIndustry Forecast

Organization

Leadership for

the Future

1175 1175 1280 1195 1185 1175 1175 1175 1175

B. Thomas B. Sepic B. Harris B. HarrisP.

McGaugheyD. Goch K. Hall J.Henning B. Graham

E150 E241 E360

Diversity, Equity,

and Inclusion

Strong Chambers

for the Future

Strategic

Communications

1175 1175 1175

A. Moore B. Thomas B. Thomas

E180 E380

Building Better

Boards and

Committees

Delivering

Value

1195 1195

S. Pash R. Towle


4 -

13 -

1

2019 Midwest1

- 1

2 -

1

Monday

June 24

8:00 AM

Monday

June 24

12:30 PM

Monday

June 24

4:15 PM

Tuesday

June 25

8:00 AM

Tuesday

June 25

10:30 AM

Tuesday

June 25

1:30 PM

Wednesday

June 26

8:00 AM

Wednesday

June 26

12:30 PM

Thursday

June 27

8:00 AM

C180 C110 E110 E210 E310 C150 C125 C185 C130

Guide to

GovernanceFinancial Fitness

Revving Your

Revenue StreamExecutive Finance Dues and Don'ts

Communicating

With Confidence

Hiring, Firing, and

Ev. Between

Recruit, Engage, &

Retain Members

Unleash the Leader

Within

Q Q Q F/G R Q Q Q Q

C. Louder M. Gellman P. McGaughey M. Gellman M. Field B. Graham P. Green L. Brown Waterman J. McCrory

C150 C125 E120 E211 E330 C110 C130 C180 C185

Communicating

With Confidence

Hiring, Firing, and

Ev. BetweenExecutive Law

Sponsorship

SolicitationLearning to Let Go Financial Fitness

Unleash the Leader

Within

Guide to

Governance

Recruit, Engage, &

Retain Members

L L V/W L K L L L L

B. Graham P. Green D. Goch C. Hendricks P. Green M. Gellman M. Yancy B. Harris M. Field

C260 C250 E126 E230 E331 C230 C220 C261 C270

Marketing StrategiesCustomer Service

Inside and Out

Dealing With

Challenging

Employees

Managing UpwardCEO Lessons

Learned

Managers Who

MotivateIs That Legal?

Events: Strategy &

Operations

Effective Govmt

Affairs Programs

Y/Z Y/Z L R L Y/Z Y/Z Y/Z Y/Z

E. Bemis D. Aaker P. Green M. Field C. Hendricks L. Brown Waterman D. Goch P. McGaughey A. Amidon

C250 C260 E140 E240 E340 C220 C230 C270 C261

Customer Service

Inside and OutMarketing Strategies

Building Org.

Excellence

Strong Associations

for the Future

501( c)(3)

FoundationsIs That Legal?

Managers Who

Motivate

Effective Govmt

Affairs Programs

Events: Strategy &

Operations

R R K J F/G R R R R

D. Aaker N. White B. Harris L. Aplebaum M. Gellman D. Goch L. Brown Waterman A. Amidon P. McGaughey

C310 C341 E142 E241 E342 C360 C330 C380 C340

Budgeting and the

Bottom Line

Win-Win

Partnerships

Fundamentals of

Comm.and Ec. Dev.

Strong Chambers

for the Future (a)

Adv. Strategies of

Comm. and Ec. Dev.

Culture of

InnovationEveryday Ethics

Volunteer

DevelopmentStrategic Planning

K K F/G Q T/U K K K K

M. Gellman M. Field V. Horton P. McGaughey M. Lucas V. Horton D. Aaker L. Aplebaum M. Yancy

C341 C360 E150 E241 E350 C330 C340 C310 C380

Win-Win

Partnerships

Culture of

Innovation

Diversity, Equity,

and Inclusion

Strong Chambers

for the Future (b)

The Art of

Persuasion and

Negotiation

Everyday Ethics Strategic PlanningBudgeting and the

Bottom Line

Volunteer

Development

F/G F/G R Y/Z V/W F/G F/G F/G F/G

J. McCrory L. Spears N. White J. Arthur J. McCrory D. Aaker C. Louder M. Gellman L. Aplebaum

C430 C470 E163 E243 E360 C460 C441 C420 C490

Becoming a

Strategic Leader

Advocacy and

Alliances

Communicating

Through the Media

Developing a

Competitive

Workforce

Strategic

Communications

Integrating Strategic

Tech. SolutionsIndustry Forecast

Current Legal Issues

Facing Your Org.

Organization

Leadership for the

Future

T/U T/U Y/Z K Y/Z T/U T/U T/U T/U

L. Spears J. Jones E. Bemis J. Westfall B. Graham J. McDowell V. Horton D. Goch M. Lucas

C470 C420 E180 E244 E362 C430 C460 C441 C490

Advocacy and

Alliances

Current Legal Issues

Facing Your Org.

Building Better

Boards and

Committees

Using Data to Grow

& Sustain Your Org.

P o licy Develo pment

and Implementa tio n

Becoming a

Strategic Leader

Integrating Strategic

Tech. SolutionsIndustry Forecast

Organization

Leadership for the

Future

V/W V/W T/U T/U J V/W V/W V/W V/W

J. Jones D. Goch C. Louder J. McDowell B. Harris L. Spears J. McDowell V. Horton J. Arthur

E250 E380

PACs and Political

Endorsements

Delivering

Value

V/W Q

A. Amidon R. Towle


2019 Southeast1

- 1

2 -

21

-24-

22 -

14-

13 -

13 -

2

Thursday

July 18

8:00 AM

Thursday

July 18

12:30 PM

Thursday

July 18

4:15 PM

Friday

July 19

8:00 AM

Friday

July 19

10:30 AM

Friday

July 19

1:30 PM

Saturday

July 20

8:00 AM

Saturday

July 20

12:30 PM

Sunday

July 21

8:00 AM

C180 C125 E110 E210 E310 C185 C110 C130 C150

Guide to

Governance

Hiring, Firing,

and Ev. Between

Revving Your

Revenue Stream

Executive


Recruit, Engage,

& Retain

Members

Financial FitnessUnleash the

Leader Within

Communicating

with Confidence

3999 3999 3324 3304 1402 3999 3999 3999 3999

T. Vedda B. Mitchell B. Lacy M. GellmanP.

McGaugheyS. Pash M. Gellman E. Myers J. Patton

C261 C220 E120 E230 E330 C250 C230 C270 C260

Events: Strategy

& OperationsIs That Legal? Executive Law

Managing

Upward

Learning to Let

Go

Customer

Service Inside

and Out

Managers Who

Motivate

Effective Govmt

Affairs Programs

Marketing

Strategies

1402 1402 1402 3324 3324 1402 1402 1402 1402

B. Lacy D. Lieberman D. Lieberman J. Patton J. JohnsonP.

McGaugheyJ. Patton R. Medler E. Myers

C310 C330 E126 E240 E340 C340 C341 C380 C360

Budgeting and

the Bottom LineEveryday Ethics

Dealing with

Challenging

Employees

Strong

Associations for

the Future

501(c )(3)

Foundations

Strategic

Planning

Win-Win

Partnerships

Volunteer

Development

Culture of

Innovation

1403 1403 3999 1403 3304 1403 1403 1403 1403

M. Gellman J. Johnson B. Mitchell S. Swafford M. Gellman T. Vedda S. Swafford S. Pash V. Horton

C430 C460 E142 E241 E350 C420 C470 C441 C490

Becoming a

Strategic Leader

Integrating

Strategic Tech.

Solutions

Fundamentals of

Comm. and Ec.

Dev.

Strong Chambers

for the Future

The Art of

Persuasion and

Negotiation

Current Legal

Issues Facing

Your Org.

Advocacy and

AlliancesIndustry Forecast

Organization

Leadership for

the Future

1404 1404 1401 3999 1403 1404 1404 1404 1404

E. Myers F. Kenny V. Horton M. Lucas S. Swafford D. Lieberman R. Medler V. Horton S. Swafford

E150 E243 E362Diversity, Equity,

and Inclusion

Developing a

Competitive

Policy

Development &

1403 1402 1404

T. Vedda J. Barfield V. Horton

E180 E244 E380Building Better

Boards and

Using Data to

Grow & Sustain

Delivering

Value

1404 1404 3999

S. Pash F. Kenny R. Towle


2019 West1

- 1

2 -

13 -

14 -

1

Monday

July 29

8:00 AM

Monday

July 29

12:30 PM

Monday

July 29

4:15 PM

Tuesday July

30

8:00 AM

Tuesday

July 30

10:30 AM

Tuesday

July 30

1:30 PM

Wednesday

July 31

8:00 AM

Wednesday

July 31

12:30 PM

Thursday

August 1

8:00 AM

C125 C180 E120 E210 E310 C150 C130 C110 C185

Hiring, Firing,

and Ev. Between

Guide to

GovernanceExecutive Law

Executive


Communicating

with Confidence

Unleash the

Leader WithinFinancial Fitness

Recruit, Engage,

& Retain

Members

3068 3068 035 035 036 3068 3068 3068 3068

K . Dunn B. Harris D. Lieberman M. GellmanP.

McGaugheyB. Graham J. McCrory M. Gellman S. Clark

C110 C150 E126 E211 E330 C125 C180 C185 C130

Financial FitnessCommunicating

with Confidence

Dealing with

Challenging

Sponsorship

Solicitation

Learning to Let

Go

Hiring, Firing,

and Ev. Between

Guide to

Governance

Recruit, Engage,

& Retain

Unleash the

Leader Within

3069 3069 3069 036 3040 3069 3069 3069 3069

M. Gellman B. Graham K. DunnP.

McGaugheyJ. McCrory K. Dunn B. Harris S. Clark J. McCrory

C220 C260 E140 E230 E340 C250 C270 C230 C261

Is That Legal?Marketing

Strategies

Building Org.

Excellence

Managing

Upward

501(c )(3)

Foundations

Customer Service

Inside and Out

Effective Govmt

Affairs Programs

Managers Who

Motivate

Events: Strategy &

Operations

3010 3010 3068 3010 035 3010 3010 3010 3010

D. Lieberman C. Newton B. Harris C. Newton M. GellmanK. Scherr

AdamsB. Canary J. Patton P. McGaughey

C341 C310 E142 E240 E342 C380 C330 C340 C360

Win-Win

Partnerships

Budgeting and

the Bottom Line

Fundamentals of

Comm. and Ec.

Dev.

Strong Assoc.

for the Future

Adv. Strategies of

Comm &

Economic Dev

Volunteer

DevelopmentEveryday Ethics Strategic Planning

Culture of

Innovation

3070 3070 036 3040 3068 3070 3070 3070 3070

K. Scherr

AdamsM. Gellman V. Horton B. Harris V. Horton H. Smith P. McGaughey B. Harris G. Roth

C441 C470 E150 E241 E350 C420 C460 C430 C490

Industry ForecastAdvocacy and

Alliances

Diversity, Equity,

and Inclusion

Strong

Chambers for

the Future

The Art of

Persuasion and

Negotiation

Current Legal

Issues

Integrating

Strategic Tech.

Solutions

Becoming a

Strategic Leader

Organization

Leadership for

the Future

036 036 3010 3068 3010 036 036 036 036

V. Horton B. Canary A. Moore M. Lucas C. Newton D. Lieberman G. Breeden J. McCrory J. Patton

E163 E243 E360Communicating

Through the

Media

Developing a

Competitive

Workforce

Strategic

Communications

3070 3069 3069

G. Roth J. Francis G. Roth

E180 E244 E380Building Better

Boards and

Committees

Using Data to

Grow & Sustain

Your Org.

Delivering

Value

3040 3070 3070

H. Smith G. Breeden R. Towle


4 -

1

2019 Northeast1

- 1

1 -

22 -

13 -

1

CURRICULUM COMMITTEE MEETING · o Grant writing o Dues and non dues Objective Change: The third...

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Transcript of CURRICULUM COMMITTEE MEETING · o Grant writing o Dues and non dues Objective Change: The third...