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Transcript of PACE WebReadySummer2012
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pacepaceA PUBLICATION OF THE MID-ATLANTIC SOCIETY OF ASSOCIATION EXECUTIVESA PUBLICATION OF THE MID-ATLANTIC SOCIETY OF ASSOCIATION EXECUTIVES
Summer 2012
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2012 MASAE Board of Directors
EXECUTIVE COMMITTEEPRESI DENT
Erica OGrady, CAEInstitute of Certified Construction
Industry Financial [email protected]
VI CE PR E SI D EN T/ PR ES ID EN T- EL EC T
Dan Lemyre, CAE, IOMAssociation [email protected]
SECRETARY
Timothy Bower, CAEBower Management Services [email protected]
TREASURER
Don Pendley, CAE, APRNJ Hospice & Palliative Care [email protected]
I M M EDI ATE PAST PRESI DENT
Victoria E. Elliott, R.PH, MBA, CAEAssociation [email protected]
DIRECTORSBob BauerAssociation of Food Industries, [email protected]
John Connolly, CAECarlin Management [email protected]
James DOvidioBrown Dog [email protected]
Kristin Hodgson, CAE
Clinical & Laboratory Standards [email protected]
Robert H. Lane. PhDLane Services [email protected]
Todd VonDeak, MBA, CAESociety of Hospital [email protected]
EXECUTIVE DIRECTORPatricia S. Koziol, MBAPeak Management Solutions [email protected]
COMMITTEE/TASK FORCE CHAIRS
AS S OC IA TE ME MB ER /V EN DO RRobert H. Lane, PhD
AW AR D S
Sheri Acconzo, CMP
BRANDI NG
Dan Lemyre, CAE, IOM
BYLAW S
Marlynn Orlando
CA E
Ray Saputelli, CAE
CONFERENCE
Amy Williams, CAE
EDUCATI ON
Heather Evans, CAE
CONTENTS
Distinctions in the Roles of the ChiefElected Officer and the Directors
MASAE AwardsWe Want YOU to Participate!
3rd Annual MASAE Conference &Exhibition
2011 Annual Report
MASAE LeadershipIt is NOT about Warm Bodies
Association Executives- Whats Keeping
You Up At Night?
8
11
12
14
18
20
Summer 2012
PresidentsPerspectiveMASAE-SponsoredCompensationSurveys-Useful Toolsfor AssociationExecutives
ExecutiveDirectorsPerspectiveWhat's Ahead in 2012
MASAEEducationCorner
2012 MASAECalendar of Events
New Members
Ad Index
DEPARTMENTS
FEATURES
4
16 20
7 5
10
6
19
WHAT IS OUR MISSION
MASAE is an organization of individuals who work within and for theassociation community. MASAE seeks to enhance its members knowledge anjob performance abilities to the highest level through peer-to-peer interaction,quality education and events.
PACE
2012
FI NANCE/ I NVESTM ENT
Don Pendley, CAE
GOLF
Robert Kelly, CMP
GOVERNANCE/
OPERATI ONS
Victoria Elliott, R.Ph,MBA, CAE
M EM BERSHI P
Bob Bauer
NOM I NATI NG
Victoria Elliott, R.Ph,MBA, CAE
pace is published by theMid-Atlantic Societyof Association ExecutivesEditor: Lisa Trofe
Published by:
The Publishing Group Intl2170 S. Parker Road, Suite 135
Denver, CO 80231
303.368.4450/fax 303.675.3947
Advertising Sales:
The Publishing Group303.368.4450/fax 303.675.3947
Lisa Heavers, Account Executive
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arket competitiveness in terms of salaries for associations is a prime
objective for most organizations, but the approach taken to measure
that competitiveness may differ from one organization to another. Indeed, those
competitive objectives for your organization may change over time. This is espe-
cially true given the fluctuations being felt due to the economic turmoil facing
many of the industries and constituencies our organizations represent.
The Mid-Atlantic Society of Association Executives was pleased to have been
one of a group of 18 state societies of association executives that participated in
a compensation and benefit survey among our professional members conducted
by the ASA with the well-respected firm of Whorton Marketing & Research
(WM&R) providing project support.
WM&R conducted the survey during the period March 1 through March 19,
2012. A total of 42 MASAE individuals responded to a sufficient degree of
completion to be included in the final survey results, for a response participation
rate of 22%.
There are two reports available based on the survey data. The first is a survey
report based on the results specific to the MASAE member data provided; a
second longer, more detailed report providing overall results for nearly 1,100
respondents in all 18 participating societies is also available.
This comprehensive study produced by ASA covers the following areas:
Respondent Profile, Overall Compensation, Leave Policies, Insurance,
Retirement, Other Benefits and Role as a CEO. The information provided in
PRESIDENTS PERSPECTIVE
BY ERICA OGRADY, CAE
EXECUTIVE DIRECTOR OF THE INSTITUTE OF CERTIFIED CONSTRUCTION INDUSTRY FINANCIAL PROFESSIONALS (ICCIFP)
m these areas is key to defining yourorganizations compensationphilosophy and can assist in:
> Benchmarking similar positions
> Interpreting salary survey data
> Determining market rates and
competitiveness of current pay
> Developing salary range consideration
> Communicating compensation plans
In addition to full-time positions
reported, the survey instrument also
asked respondents to note the FTE
(full-time equivalents) represented
by each position. This data was used
to convert actual salaries that were
reported for part-time workers, or
incumbents who were split across
several positions and/or did the same
job for multiple clients within their
association management company
to ensure a true apples to apples
comparison of salary levels. All
compensation data is reported in
the surveys as an annualized salary.
MASAE-Sponsored
Compensation SurveysUseful Tools for Association Executives
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Perspective
PACE
Used in conjunction with other tools,
salary surveys can provide useful
information to attract, support and
retain employees within the context
of an organization-wide human
resources plan.
A key to successfully using the data
contained in a salary survey is to
understand the assumptions and
criteria used to collect the informa-
tion. Additional considerations in
what makes a salary survey useful for
benchmarking are:
Job descriptions or position profiles in
the survey report
It is important to look at job duties
and responsibilities, not just job title,
when deciding if salary survey informa-
tion is comparable. To be comparable,
the jobs must have a similar level of
responsibility and range of duties.
The positions referenced in the ASA
Compensation Study range from
CEO/Executive Director to
A key to successfully using the data contained in a salary survey is to understandthe assumptions and criteria used to collect the information.
Manager/Coordinator titles; the survey does not cover administrative support.
Geographic focus of data
Appropriate salary comparisons will come from associations with a similar
geographic focus: local, regional, or national. Consideration also needs to be
given to labor market characteristics and cost of living. The ASA survey is
available for the market that MASAE serves, as well as an edition whose data
is national in focus.
Operating budgets of respondent organizations
As a general rule of thumb, larger operating budgets correspond to higher
salaries. Comparable salaries come from organizations of a comparable size. Size is
typically estimated by using the operating budget and/or looking at the number
of paid full-time staff. Regardless of organization size, the ASA study shows that
salary increases continue to be merit-based or cost of living-based.
Types of respondent organizations
Look at the functions, services, membership, and sources of funding of the
organizations in the salary survey. For example, a philanthropic organization that
relies on public funds or fundraising may have very different salaries than a trade
organization whose primary source of income is membership dues. The majority
of respondents to this survey were 501(c)6 (60%) versus 501(c)3 (38%).
Education, experience and employment status of respondents
The level of education required for a job and the type of employment
arrangement (full/part-time/ contract) can have an impact on salaries. The
average response for CEO experience for our region was 9.7 years.
Data collection timing and the date of the report
Economic forces can result in changes, sometimes significant in nature, in
salaries in a short period of time. The more recent the data, the more useful
it will be in using it to establish a compensation program. The ASA data was
collected in March 2012 and reported in May 2012, making the survey data
useful and timely.
Other compensation outside of salary and bonus
Having information on the total compensation package (retirement plan,
bonuses, benefits, etc., in addition to salary) allows for better comparisons. For
example, in a situation where no benefits or retirement plan are provided, higher
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salaries or additional perks such as auto allowances or other expense
reimbursements may be provided to offset. The 401(k) plan continues to be the
preferred retirement vehicle for associations, with 67% of respondents indicating
use. The basis on which the benefit is defined is either a matching or percentage
of salary as reported by 85% of respondents; 62% of employees are vested imme-
diately upon participation. Two of the other most popular benefits provided to
the Chief Staff Executive include fully paid professional membership dues (81%)
and smart phone monthly fees (81%).
The goal of market-based pay for salaries is to collect and analyze data that
meets your organizations objective of identifying competitiveness with not only
other associations but with other market jobs within your region. While not
an exact science, market pricing is a sound, practical approach using aggregate
statistics from survey data that can validate and justify your organizations
compensation structure. When designed and used properly, salary surveys can
provide useful benchmarking information for comparing salaries and benefits.
I encourage each of you to use these salary surveys in evaluating your organiza-
tions compensation programs for your professional staff, or for your use in negoti-
ating your compensation agreement with your boards. These comprehensive
surveys are available FREE to those of you who participated in the survey you
should have already received your complimentary copy of the regional report.
If youre interested in learning more about these surveys, or want to get your own
copy, please contact Pat Koziol at [email protected] or 973-283-4347.
MASAE members can get a copy of the MASAE regional report for $100 and
non-members for $200. The full, national report of all 18 allied societies is avail-
able to MASAE member for $150 and non-members for $350. A special package
rate for both surveys is available at $225 for member and $500 for non-members.
| pace |
calendar
Tuesday, August 21
3rd Annual MASAE Golf OutingSea Oaks Golf Club
99 Golf View Drive,
Little Egg Harbor, NJ
See page 14 for details.
September 20, 2012Best Practices for Effective Facilitation
2012 MASAE Calendar of Events: Dont miss out on any of MASAEs excitingevents! Keep your eye on PACE and your email for more information.
MASAE is once again proud toannounce the availability ofscholarships to assist you insatisfying your career goals forthis year.
MASAE is offering a $250Conference Scholarship, spon-sored by Bower ManagementServices, to be used toward theregistration fee for the MASAEAnnual Conference, which will beheld November 28 and 29 at theTrump Taj Mahal and/or a onenight stay at the host hotel duringthe conference.
2012 Scholarship SponsorsBrown Dog Marketing and LaneServices, Inc., are offering one$500 scholarship to be used forCAE certification costs and/oreducation, MASAE seminarsand/or ASAE programs.
November 1, 2012 is the deadlinefor application submission.Go to www.midatlantic-sae.orgfor detailed information regarding
the scholarships or call theMASAE office at 973-283-4347.Application on page 22.
CALL FOR SCHOLARSHIPCOMMITTEE MEMBERS
If you would be interested inreviewing the scholarships,please contact Pat Koziol [email protected].
Now is the time
to apply forMASAEScholarships
Wednesday, November 28
Thursday, November 29, 2012MASAE Annual Conference & Exhibition
Trump Taj Mahal
1000 Boardwalk at Virginia Avenue,
Atlantic City, NJ
See page 12 for details.
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hope that you have taken the opportunity to enjoy the summer or have
plans to do so in the last few weeks of August.This has been a busy summer
for your management staff as we gear up for the fall and the Annual Conference
& Exhibition.
The summer started with a very successful 2nd Annual Mid-Year Conference
held at The Inn at Penn in Philadelphia on June 6. Over 70 association and
meeting planner members and guests attended this one day conference jammed
full of great ideas and information. We were fortunate to have ASAE & The
Center for Leadership President, John Graham, as our keynote speaker. John
presented a thought-provoking look at where associations are heading in the
near future. Your Education Committee and Board of Directors were extremely
pleased with the event and hope to continue to provide this type of educational
and networking event every mid-year.
Inside this edition of PACE you will see the preliminary information on the 3rd
Annual MASAE Conference & Exhibition to be held November 28 and 29 at
the Trump Taj Mahal, Atlantic City. The conference will again be one week
earlier than our traditional pattern and we hope this will allow more of you to
join us in Atlantic City. The program theme is Remaining Relevant in a
Changing World and the keynote presentations and workshops will challenge
us all to remain focused and dedicated
to our associations and our professions.
We also have a fall seminar planned
for September 20 on Best Practicesfor Effective Facilitation. Visit
www.midatlantic-sae.org for more
details and to register for this session.
We will also hold a special social
networking event in Wilmington,
Delaware for members and prospective
members on October 17 at the
Sheraton Wilmington South. | pace |
EXECUTIVE DIRECTORS PERSPECTIVE
BY PATRICIA S. KOZIOL, MBA
Whats Ahead in 2012i
MASAE wishes to thank our sponsors signed up to date:Awards Reception/Dinner Sponsor Open Bar (Beer and Wine) Sponsor Closest to the Pin Sponsor At The Turn Drinks Sponsor
Longest Drive Sponsor Golf Cart and Sign Sponsor
Additional Sponsors:
so take advantage of
these events presented by
the Mid-Atlantic Society of
Association Executives
your local resource for
education and networking.
Summer is waning, but fall is waiting
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The presidents role is to ensure the
mission is advanced. The mission should
influence every activity, discussion and
assignment. The president will referenceit often, including it in messages and on
agendas, so that others realize its
importance to the organization and the
community served.
A directors role is to understand the
mission and to articulate it. The mission
should serve as a framework for board
meeting discussions.
BY BOB HARRIS, CAE
A mission statement should articulate the
organizations purpose for existence and
the stakeholders it serves. It is the boards
responsibility to create the mission state-ment and review it periodically for validity.
BOARD PRESIDENTS CONCERN DIRECTORS CONCERN
hile it is intended that every director at the board table has an equal
vote, the chief elected officer (chairman of the board or elected
president) has broader concerns and duties than individual directors.
w
Determine and Advance the Organizations Mission
The presidents concern is to fill the
position promptly. The selection process
must be thorough and fair. The president
will appoint a committee to oversee the
process, which can impact the associa-tions success or failure for many years.
If the executive directors position should
become vacant, it will be a board respon-
sibility to search for and fill the position.
Directors may be asked to serve on a
search committee with the board havingfinal say in the selection process.
Boards must reach consensus on the need
for and job description of the executive
director. The board undertakes a careful
search process to find the most qualified
individual for the position.
Select the Executive Director
The president is ultimately responsible
for assessing the executive directors
performance, and most often selects a
subgroup of the board to assess perform-
ance. The president will ensure the
integrity and confidentiality of the process
and lead the conversation about findings
and improvements.
A group of board members or the whole
board may be asked to evaluate perform-
ance of the executive director. A pre-
scribed form to measure the duties will
be provided. While the process can take
various forms or meetings, it is important
to maintain the confidentiality about
personnel issues.
The board should ensure that the execu-
tive director has their support. The execu-
tive director, in partnership with the entire
board, should decide how and when
performance evaluations are conducted.
Other performance measures may include
monitoring the budget, evaluating the
board and agreeing on metrics.
Support the Executive Director and Assess Performance
The president, with the help of the execu-
tive director, ensures that the planning
process is organized to achieve the
desired results. The president will help to
determine who should be included in the
planning meeting (a.k.a. retreat), for
example the entire board, committee
chairs, staff, etc., when and where it will
occur, and if a facilitator will be needed.
The board is responsible for setting a
direction for the organization, often for
three to five years in the form of a
strategic plan. Directors will be asked to
attend a retreat at the time the plan needs
review or development. Every director
should be familiar with the elements of
the plan and be able to articulate its goals
or priorities.
As stewards of an organization, boards
must participate in an overall planning
process and assist in implementing the
organizations goals.
Conduct Organizational Planning
Distinctions in the Roles of the ChiefElected Officer and the Directors
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Feature
PACE
The president has overall responsibility
for understanding and safeguarding the
organizations resources. Working with
the executive director and officers, he or
she should be fully aware of all resources.Members and stakeholders have expecta-
tions that resources will be safeguarded
and used to benefit the members through
programs and services.
Directors have access to information
to determine if the organization has
adequate resources. Resources can take
many forms, including workforce (staff,
consultants, volunteers), finances (rev-enue, savings) and technology (hardware
and software.) By comparing the plan
of work described in a strategic plan,
directors should consider the available
resources or what resources may be
spent if new projects are undertaken.
Resources can also take the form of
committees, of which directors may be
asked to chair, serve or be a liaison.
Directors may be asked to solicit funds
in the forms of membership, advertising
and sponsorships.
One of the boards foremost responsibili-
ties is to provide adequate resources for
the organization to fulfill its mission. The
board should work in partnership with the
executive officer to assist in developingthe annual budget and ensure that proper
financial controls are in place. This is
important in order to remain accountable
to members.
BOARD PRESIDENTS CONCERN DIRECTORS CONCERN
Build and Maintain Resources
While the president may rely on consult-
ants (legal, accounting, insurance) and
committees, in the end he or she is
responsible for the organization. An
understanding of safeguards such as
insurance, audits and filing requirements
is important to verify that resources are
managed.
Directors monitor the organizations
resources. A director should readily ask
questions about resources to fully under-
stand their extent and the mechanisms
in place to protect them. For example:
Is a budget adopted and reported upon?
Does an independent financial audit
occur?
The board must safeguard its tax-exempt
status and resources at all times.
Stakeholders may notice excess spending,
mismanagement or loss of resources. The
board should be sure financial controls
exist.
Resource Management
The president ensures that the mission
is carried out through programs and
services. While not a direct responsibility
to develop or oversee programs, it is vital
to affirm that existing and new programs
add value and support the mission
statement.
Development and delivery of programs
and services is a board oversight respon-
sibility. While most of the work will be
done by committees, directors may help
by identifying the needs of members and
how programs can benefit their needs.
Directors should be aware of the needs
of the members they represent.
The boards role is to determine which
programs are the most consistent with an
organizations mission, and to monitor
their effectiveness.
Determine, Monitor and Strengthen Programs and Services
The president is the official spokesperson.
The responsibility can be delegated for
specific instances (i.e. testimony or inter-
views). The public perception is that the
president is always representing the
association; be careful not to confuse
personal opinion with official positions
and duties.
Directors are representatives of the
organization. It is expected that every
director can articulate the purpose and
positions of the association. Directors
must follow established lines of
communication and be careful not to
assume the presidents role as the official
spokesperson. A short description of the
organization is referred to as an elevator
speech.
An organizations primary link to the
community (constituents, members, public
and media) is through the board. Clearly
articulating the organization's mission,
accomplishments and goals to the public,
as well as garnering support from impor-
tant community members, are important
elements of public relations outreach.
Promote the Organization
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The president must understand all
applicable laws and governing docu-
ments. Enforcement of policies may be a
requirement of the president, for instanceensuring that directors disclose any
conflicts of interest or avoid violating
antitrust/competition laws.
Directors are expected to uphold all appli-
cable laws and comply with the governing
documents. It is structure such as poli-
cies and procedures - that sustains theorganization through the succession of
boards. A director should study the doc-
uments and promote compliance and
accountability.
The board is ultimately responsible for
ensuring adherence to legal standards
and ethical norms. Solid personnel poli-
cies, grievance procedures and a cleardelegation to the executive director of
hiring and managing employees are key.
The board must establish policies and
adhere to provisions of the organizations
bylaws and articles of incorporation.
Ensure Legal and Ethical Integrity and Maintain Accountability
The president will appoint a nominating
committee that has responsibility for
identifying board members. He or she may
have authority in the bylaws to appoint
committees. There should be processes
in place to determine the qualifications for
board service and to assess strengths and
weaknesses of the board. It is essential to
focus on sustainability and competency of
the board.
Having a full complement of board
members is essential to a successful
organization. It is expected that current
board members will know other members
who may have an interest in leadership
roles. It is important that director skills
are matched with their job descriptions.
Nearly every leaders path starts with a
director asking, Would you be interested
in a leadership role in the organization?
Distinguishing Director from President RolesAssociation Mgmt tools and samples at www.nonprofitcenter.com
All boards have a responsibility to sustain
themselves by identifying new leaders
through a search and nominating process.
The composition of the board should
reflect the membership and be a balance
in skills. Boards must orient new board
members to their responsibilities and
the organizations history, needs and
challenges. By evaluating their perform-
ance, boards can recognize their strengths
and weaknesses.
Recruit New Board Members; Assess Board Performance
BOARD PRESIDENTS CONCERN DIRECTORS CONCERN
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MASAE Awards
PACE
that time again...
We are now accepting
nominations for the MASAE annual
awards program and we want YOU to
participate.
The annual awards program continues
to be the premier forum to recognize
outstanding achievements within the
Mid-Atlantic association community.
Please consider taking a few moments
to recognize our comrades within the
association management community.
Do you know a shining starindivid-
ual or organizationthat deserves
recognition? If you do, please consider
submitting a nomination!
Every year we are blown away by the
creativity of our members & the inspi-
ration that they spread throughout our
field. The annual awards program
allows us to shine light on the wide
array of creative programming, game-
changing events, and stellar accom-
plishments that take place within our
community. The awards give us the
opportunity to stand together and
recognize the industry leaders and
associations that inspire us all year
long.
The race to get your submissions in is
on! We encourage you to act quickly
in submitting your nominations for
these three very important awards:
Distinguished Service Award, Positive
Impact Award and Points of Light
Award.
Please note that nominations are open to all MASAE members, both profession-
al and associate. Awards recipients will be recognized at the 2012 MASAE
Annual Conference at Caesars Atlantic City.
Below is a description of each award and information on how to nominate a
colleague or organization for these prestigious honors.
Distinguished Service Award
Presented to a dedicated individual who fulfills the "spirit" of the following criteria:
Is an active member of MASAE
Is serving or has served as a volunteer leader
Works in a professional, positive and enthusiastic manner
Puts their own agenda aside to work for the benefit of MASAE members
Possesses the ability to motivate and stimulate others in their volunteer functions
Gives a sense of direction and acts as a catalyst to effect exceptional results that
benefit MASAE
Is a role model for others to follow
Has a demonstrated track record of success and achievements in MASAE endeavors
Points of Light Award
Volunteerism and community service exemplify the best in us: a sense of caring and
responsibility for others, a commitment to service and a display of citizenship. The
Points of Light Award is designed to honor a MASAE member who has demonstrated a
commitment to their community and the needs of others.
Positive Impact Awards
Positive Impact Awards are presented to organizations that utilized original thinking to
successfully implement a project/activity and produced a positive impact on the organi-
zation, its membership, and/or its vital communities.
MASAE Awards
We Want YOU to Participate!BY SHERI ACCONZO, CMP, MASAE AWARDS CHAIR
its
We look forward to hearing from you and thank you in advance for your participation.
To download the nomination forms, visit the awards page of our website at
www.midatlantic-sae.com/awards/. Submissions must be received by
November 1, 2012. You can submit your forms electronically to
[email protected] or fax to 973-838-7124.
If you have any questions regarding MASAEs awards program, please feel
free to call MASAE at 973-283-4347 or me at (609) 587-4333. | pace |
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Trump Taj Mahal and the Chairman
Tower is on the historic boardwalk of
Atlantic City. We have a very special
conference room rate of $59 per night
for rooms in the new Chairman tower.
Join us for an evening of relaxation
and networking on November 28th
at 6:00 P.M. for our reception at the
elaborate Signature Club within the
Taj! Were pleased to partner with
Trump Resorts to host and sponsor our
conference and networking reception.
How can you Remain Relevant in a
Changing World?By listening to dynamic speakers
who will offer strategies and
solutions to your associations
challenges.
By networking with expert suppliers
to help you meet your associations
business needs.
By choosing the professional tracks
that will help you earn valuable
credits toward earning OR renewing
your CAE or CMP designation.
By meeting with your peers to
inspire, ignite, and invigorate you
to meet your associations new
normal.
Go to www.midatlantic-sae.org for
your conference registration brochure.
emaining Relevant in a Changing World is the theme of our 3rd Annual
Conference & Exhibition, and association professionals need to understand
the trends and challenges impacting their ability to lead non-profit organiza-
tions. Some of these trends include:
Multiple generations working side-by-side Sharing leadership across generations and cultures More for-profit organizations seeing the value of doing well by doing good More not-for-profit engaged in for profit activities Challenges to associations ability to thrive in a blended economy
There is a new normal for association managementone not only based on
adapting to social media tools and techniques...but one that also means learning
to apply new ways of networking to allow for deeper, more meaningful collabora-
tion to engage the next group of association members.
The MASAE Annual Conference is your resource for finding new ways to have
impact across networks and programs, and to forge new and/or collaborative
partnerships beyond the traditional association borders.
Were inviting you to join us at the Trump Taj Mahal on November 28 - 29 to
enhance your goals for remaining relevant in a changing world.
r
The 3rd Annual MASAEConference & Exhibition
November 28-29, 2012
TRUMP TAJ MAHALA t l a n t i c C i t y | N J
MASAE
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Conference
PACE
WEDNESDAY, NOVEMBER 2811:00 A.M. 5:00 P.M..............Conference Registration
....................................................Open
12N-1:30pm ...............................Keynote & Membership
....................................................Meeting LuncheonThe End of Membership as We Know It | Sarah Sladek
1:45 P.M. 2:45 P.M. .................Concurrent Sessions:CEO Track | Workshop #1: Maximum Engagement
Association Professional Track | Workshop #2:Updated Trends for Association Managers
Association Professional & MeetingPlanner Track | Workshop #3: Small Staff Issues
2:45 P.M. 3:00 P.M. .................Break and Travel to Next
....................................................Workshop
3:00 P.M. 4:00 P.M. .................Concurrent Sessions:CEO Track | Workshop #4: CEO Roundtable
Association Professional Track | Workshop #5:Great Membership Ideas
Association Professional & Meeting Planner Track | Workshop
#6: Managing Content to Enhance Member Value
4:00 P.M. 5:00 P.M ..................Speed Networking with
....................................................Exhibitors
5:00 P.M......................................Register in Hotel
6:00 P.M. 7:30 P.M. .................Networking ReceptionThe Signature Room, Taj Mahal
THURSDAY, NOVEMBER 297:30 A.M. - 9:00 A.M.................Conference Registration
....................................................Open
9:00 A.M. 10:00 A.M. ..............Exhibits OpenLets Have Another Cup of Coffee with Exhibitors!
PRIZES GALOREMUST BE PRESENTTO WIN. Travel the trade show and collect
KEYS TO THE TREASURE CHESTS
10:15 A.M. 11:45 A.M. ............Concurrent Sessions:CEO Track | Workshop #7:
What Wins-Culture or Strategy?
Association Professional Track | Workshop #8:Free & Low-Cost Technology Tools
Meeting Planner Track | Workshop #9: Maximizing YourRelationship with Convention & Visitors Authorities
12:00 P.M. 1:30 P.M. ...............Lunch with ExhibitorsTravel the trade show and collectKEYS TO THE TREASURE CHESTS
1:30 P.M. 3:00 P.M. .................Quick Sessions
If you missed some of the breakout sessions, were
presenting them again in a quick format! Grand Prize
Drawing at close of Conference.
MASAE ANNUAL CONFERENCE SCHEDULE AT-A-GLANCE
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was a great year for MASAE! With the transition-
al year of merging our former organizations behind us, we were focused on
delivering educational content and increasing networking opportunities.
The milestones and accomplishments highlighted below are cause for celebration
as MASAE looks forward to another year of meeting the dynamic needs of
association professionals in todays challenging environment.
Education: In addition to the MASAE Annual Meeting hosted at Caesars
Hotel & Casino in Atlantic City, and the Mid-year Meeting held at the Hub in
Philadelphia, MASAE hosted six educational programs throughout the course of
2011: Legal Update, 60 Ideas in 60 Minutes; Social Media; Human Resources
Best Practices; Legislative & Lobbying; Working with Your Board. Topics were
compiled by the education committee based on recommendations from the
membership and survey results. Your insight continues to help the Board and
committees shape the services MASAE delivers.
Networking: In addition to social events surrounding the Mid Year meeting, and
the Annual Conference, MASAE hosted its annual Golf Outing a the Sea Oaks
Country Club in Little Egg Harbor Township, NJ, and a first-ever Happy Hour
at the Lowe's Hotel.
Annual Budget: Financial results for MASAE are complete; while we did not
meet all of our budgeted revenues for the year, we managed to reduce our expens-
es, resulting in a net change in unrestricted assets of $37,500 for FYE 12/31/11.
Investments: Our overall asset allocation remains conservative and increasingly
diversified as the implementation of the long term reserve investment policy has
maturing CDs progressively cascading through the asset classes outlined in the
policy. All holdings meet the fiduciary criteria outlined in the new Investment
Policy adopted by the Board in June 2010. The Societys total Long Term
Reserve is in excess of one years operating budget, with operating reserves near-
ing that level. The Societys financial health is excellent, and the board will be
focusing on re-investment in delivering services to the membership.
PACE Magazine: MASAE delivered two issues of PACE magazine to the mem-
bership in 2011, highlighting news, best practices, and information relevant to
our profession.
The Officers and Board of Directors of MASAE are committed to fiscally-respon-
sible management, providing strategic direction, and ensuring a solid future for
our members and the organization. We hope that you will continue to support
MASAE and each other in our quest to make MASAE your local resource for
education and networking.
2011MASAE 2011
Ann
ualRe
por
t
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Annual Report
PACE
MASAE Balance SheetDecember 31, 2011 December 31, 2010
Checking 144,427 147,822
LPL Financial Services (CDs) 34,024 114,218
LPL Financial Services (Risk) 106,280 15,376
LPL Financial Services (Cash/Cash Equiv) 42,060 56,633
Petty Cash 115 180
Undeposited Funds 755 355Bank Fees (10) (10)
Total Assets 326,147 337,575
MASAE Statement of Financial PositionM E MB E R S H IP December 31, 2011 December 31, 2010
Revenues 53,031 49,985
Expenses 1,930 1,546
Net Membership 51,101 48,439
P R O G R A MS
Revenues 40,883 32,064
Expenses 23,841 24,155
Net Programs 17,042 7,909
C O N F E R E N C E
Revenues 54,311 43,246
Expenses 31,383 29,939
Net Conference 22,928 13,307
P A C E MA G A Z IN E
Revenues 1,400 5,305
Expenses 536 0
Net Pace Magazine 864 5,305
T E C H N O L O G Y
Revenues 2,495 4,000
Expenses 2,139 2,298
Net Technology 356 1,702
F IN A N C IA L
Revenues 6,986 4,183
Expenses 2,125 2,194
Net Financial 4,860 1,989
O P E R A T IO N S & A D MIN IS T R A T IO N
Revenues 0 0
Expenses 56,275 56,996
Net Operations & Administration (56,275) (56,996)
O T H E R
Revenues 2,344 717
Expenses 5,713 16,752
Net Other (3,370) (16,034)
Total Revenues 161,449 139,502
Total Expenses 123,944 133,883
Net Revenue 37,505 5,619
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Education Corner
SUMMER 2012
LEZA RAFFEL
FOUNDER AND PRESIDENT OF
COMMUNICATION SOLUTIONS
DON ISAACSON,
MBA, CPA
VICE PRESIDENT-FINANCE
ASSOCIATION HEADQUARTERS, INC.
GLEN WALTON, CPA
PARTNER, BOWMAN & COMPANY
JAMES DARGUSCH,
CPA
MANAGING PARTNER, NORTHEAST PLANNING
CORP.-PHILANTHROPIC DIVISION
On April 26, MASAE member Fernley & Fernley hosted a breakfast session onManaging the Media in Good Times and Bad. Leza Raffel, founder and president
of Communication Solutions, was an excellent presenter. She offered practical
strategies for handling bad news, publicizing good news and keeping focused on
issues that may have an impact on your associations members.
The presentation opened with a discussion of the external environment and inter-
action among attendees regarding the current state of media. Ms. Raffel continued
the presentation by focusing on actual case studies for association professionals and
sharing best practices.
On May 23, Association Headquarters, Inc. hosted a three speaker presentationon Financial Matters.Managing Risk, Preventing Fraud, and Investment Best
Practices for Your Association.
Don Isaacson, MBA, CPA, Vice President-Finance, Association Headquarters,
Inc., gave an overview on the Value of Risk Management Awareness to Your
Association. Mr. Isaacson explained the risk management process, how to identify
financial risks for your association and implementing strategies to avoid and modify
potential harmful risks.
Glen Walton, CPA, Partner, Bowman & Company, gave an insightful view on
the Prevention and Detection of Fraud in the non-profit environment. Mr. Walton
outlined the reasons why non-profits are vulnerable to fraudulent activities, and the
impact of fraud on the organization and its members.
James Dargusch, CPA, Managing Partner, Northeast Planning Corp.,
Philanthropic Division, described Investment Best Practices for Your Association.
Mr. Dargusch discussed the investment venues associations can enter and how
to monitor portfolios easily and efficiently.
The spring seminar presentations are available to all MASAE members by calling
the office at (973) 283-4347 or by visiting www.midatlantic-sae.org. Our thanks
to all of our speakers and our hosts, Fernley & Fernley and Association
Headquarters, Inc.
Recap of Second Quarter
he MASAE Education Committee was pleased to offer two education sessions
in April and May of 2012 focusing on the operational issues of public relations/
communications and financial matters.
t
Education Events
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NEXT SESSION: SEPTEMBER 20, 2012
BEST PRACTICES FOR EFFECTIVE FACILITATION.
2nd Annual
Mid-Year
Meeting
MASAE WOULD LIKE TO THANKTHE MID-YEAR PLANNINGCOMMITTEE OF HEATHER EVANS, TIM BOWER, BOB WALLER, ANDPAT KOZIOL AS WELL AS BRENDAN MORRISSEY OF THE INN ATPENN FOR HOSTING THE CONFERENCE.
THANKS AS WELL TO OUR GENEROUS SPONSORS:PHILADELPHIA CONVENTION AND VISITORS BUREAU FOR SPON-SORING THE BREAKFAST AND KEYNOTE, AFFINITY INTERNATIONALFOR SPONSORING LUNCH, PERFECT PRINTING, LANE SERVICES,
ATLANTIC CITY CONVENTION & VISITORS AUTHORITY, ANDWEBLINK INTERNATIONAL FOR THEIR SPONSORSHIPS OF EACHOF OUR WORKSHOPS. THANKS ALSO TO THE EXHIBITORS FORTHEIR SUPPORT OF MASAE AND ITS EDUCATIONAL EVENTS.
MASAE Education Corner
PACE
Mr. Deeses presentation illuminated
the slippery slope many association
executives and board members
encounter in managing day to day
operations. His presentation focused
on the best practices and ethical
imperatives that impact all organiza-
tions structure and governance.
MASAEs attendees were treated to a
closing general session entitled Small
Budget, Big Impact: Affordable
Technology Solutions presented by
Kristin Brammell, CMP and Shannon
Fagan, CMP, both of Association
Headquarters, Inc. This session
showed attendees specific examples of
affordable technology solutions that
they can start using right away includ-
ing: online survey tools, smart-phone
apps, QR codes and more. | pace |
On June 6, the MASAE Education Committee presented the secondfull-day, mid-year conference at The Inn at Penn in Philadelphia, featuring
over 15 exhibitors and sponsors and 70 attendees.
The event opened with a keynote presentation by John H. Graham IV, CAE,
President and CEO of ASAE/The Center for Association Leadership. This being
his first appearence at an MASAE event, Mr. Grahams presentation, entitled
The Future of Associations: Trends Shaping the New Normal, focused on top
trends impacting associations including: demographic shifts, technology
advances, sector blurring, volunteerism, networking and collaboration. Key
demographic shifts are seen in multiple generations working side-by-side, as well
as when leadership roles are shared amidst different generations and cultures.
Two breakout sessions geared toward meeting planning professionals were also
held. Negotiating Hotel Contracts in Real Time, by Joshua L. Grimes, Managing
Attorney of Grimes Law Offices, LLC. Mr. Grimes specializes in serving the
hospitality and association industries and he discussed the post-recession envi-
ronment for best practices in negotiating and managing association meeting and
conference contracts.
The second meeting planner workshop entitled Creative Ways to Stretch Your
Food and Beverage Budget featured Dave Dvorak, Vice President of Conventions
Services and Catering for Starwood Corporation and Demetrios Haronis,
Executive Chef, Tropicana Hotel & Casino. Both identified numerous ways
meeting planners can maximize their conference budgets while still presenting a
first-class event.
Association management professionals attended workshops on Growing Non-
Dues Revenue Using Social Media as a Platform for Research, Prospecting and
Networking, presented by Sabina Gargiulo and Kim Karagosian of Association
Headquarters, Inc. and Association Management Ethics and Professional Practices,
with C. Michael Deese, partner in Howe & Hutton, Ltd.
This session was very informative and provided thought-provoking insight. I was
impressed by Johns presentation at MASAE, commented Amy Drum Caruso, CAE,
CMP of Drum Consultants.
I thought the social media workshop
with Sabina and Kim offered new and
valuable information and tips that I can
bring back to the office today, said
Don McDermott of DGM Associates.
Presenters Kristin Brammell and ShannonFagan with MASAE President Erica OGrady
Conference attendees
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his may be a strange title for a magazine dedicated to the association profes-
sion, but it may be a fitting one to address the annual recruitment of members
to serve in the top leadership roles for MASAE. Since most of us, as association
professionals, are involved in the recruiting process for our own organizations, we
know and have seen different types of leaders at the extreme ends of the spectrum:
Those that truly lead the organization by being prepared, focused and
providing vision for the organization, and
Those that are not too engaged and rarely contribute to the organization, hence
the term Warm Bodies.
MASAE is now in its third year and I can truly state that the leaders I have had
the pleasure to work with over the past year have been dedicated, passionate and
have provided the vision that has made MASAE the successful organization that it
is today.
Now on to you! There are many benefits to be reaped from serving in a leadership
role for MASAE, all of which can have a positive impact on your own career. You
will have the opportunity to:
t give back to your profession
network with peers and colleagues
in the industry
grow professionally
make a difference in the organiza-
tion of which you are a member
make new friends
develop and use your communica-
tion, leadership and creativity skills
If you identify with one or more of the
benefits above, you owe it to yourself
to get more involved in the leadership
of MASAE. The MASAE leadership
roles I have served in have been and
continue to be important to my profes-
sional growth as a leader and
association management professional.
MASAE Leadership
It is NOT about Warm Bodies
MASAE 2012 CANDIDATE/VOLUNTEER INTEREST FORMPosition Applying For: (Indicate your choice by checking the appropriate boxes. You can apply for more than one position.)
[ ] Officer _________________________________________________________________________________________________(President, Vice President, Treasurer, Secretary)
[ ] Director ________________________________________________________________________________________________
[ ] Committee Member _____________________________________________________________________________________
Name: __________________________________ Title: _________________________________________________________________
Employer: ______________________________________________________________________________________________________
Phone: _____________________________ Email: ____________________________________________________________________
MASAE Board of Directors and/or Committee Service: _______________________________________________________________
_______________________________________________________________________________________________________________
Professional Recognition and Awards: ____________________________________________________________________________________________________________________________________________________________________________________________
Civic or Community Activities:____________________________________________________________________________________________________________________________________________________________________________________________________
Please attach a statement detailing why you would like to be a MASAE Board Member and include the contributions you believe yocould bring to the organization.
Signature: _______________________________________________ Date:_________________________
Please send to Nominating Committee by email at [email protected] or by fax to 973-838-7124. The deadline for completing the CandidateInterest Form is Friday, October 5th.
Mid-Atlantic Society of Association Executives 170 Kinnelon Rd, Ste 33, Kinnelon, NJ 07405 973-283-4347 * 973-838-7124 * [email protected]
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New Members
Ms. Jennifer FridayTampa Bay & Company
401 E. Jackson St., Ste. 2100Tampa, FL 33602
Phone (813) 342-4060Email: [email protected]
Ms. Barbara Kopala
Hilton Hotel1 Hilton CourtParsippany, NJ 07054Phone (973) 267-7373Email: [email protected]
Mr. Bob McIntoshHilton Hotel
1 Hilton Court
Parsippany, NJ 07054Phone (973) 267-7373Email: [email protected]
Welcome New Members
Mid-Atlantic Society of Association Executives
Welcome New Professional Member:Mr. Geoff SnellingNRG Energy
3711 Market St., 10th Floor
Philadelphia, PA 19104Phone (609) 238-2985Email: [email protected]
Welcome New Associate Members:
Ms. Wendy BatenThe Atlantic Club Casino Hotel
Boston Avenue and Boardwalk
Atlantic City, NJ 08401Phone (609) 340-7095Email:[email protected]
Ms. Tanna McTee-PearmanGrand Sierra Resort
2500 E. Second St.
Reno, NV 89595Phone (775) 789-2033Email: [email protected]
Ms. Kelsey RileyHeritage Hospitality
2700 Mount Rose Ave.
York, PA 17402Phone (717) 755-0123Email: [email protected]
Ms. Prudence ShapcottABE Research
2 Redwood Ct.Princeton Junction, NJ 08550Phone (609) 785-1223
Volunteer Opportunities
Officers: Consists of the President,
Vice President, Secretary, Treasurer,
and Immediate Past President. All
are one-year terms with an annual
election of the Secretary position.
Directors: MASAE Bylaws Article
V, Section 2, require that no less
than six (6) directors are elected to
the board, of which no more than
two (2) shall serve from the
Associate Member Category. All
are two-year terms with various
openings annually.
Committee Members: MASAE is
always looking for members to take
that first step into leadership by
serving on one of the nine
Committees that contribute to the
execution of the many valuable
products and services MASAE
has to offer. Committee Chairs are
two-year terms and committee
involvement is on-going.
Whats required?
In order to be considered for any of
the opportunities listed above, you
must be an MASAE member in good
standing. We are looking for people
who are dedicated, passionate about
association management and have the
vision and objectivity to move the
organization forward. For the role of
Director, we are looking for at least 2
years of volunteer leadership experi-
ence in MASAE as a committee or
task force chair. For an officer role
we are looking for at least 2 years of
volunteer leadership experience in
MASAE as a Director. For committee
involvement, we are seeking general
knowledge of association management
and overall knowledge of MASAE.
Call for Action
This is your chance to contribute to
the growth and development of
MASAE! For more information visit
MASAEs web site to read officer and
director job descriptions, a listing of
the committees and their missions, and
to access the candidate interest form.
The due date for submitting the
candidate interest form is October 5th.
There is no time better than now to
make an impact by volunteering for
this vibrant association of
committed and dynamic executives
and associate professionals. | pace |
BY VICTORIA E. ELLIOTT, R.PH, MBA, CAE,CHAIR-MASAE NOMINATIONS COMMITTEE
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his was one of the questions asked of senior association executives in a
recent Association Trends survey. It should come as no surprise that one
area uppermost in executives minds is on delivering member value for the
diverse businesses and individuals that make up their membership.
Underpinning that concern is the challenge of membership retention and growth
that many associations struggle with. Despite the array of data and articles on
how to address this, there is no silver bullet. Each association is unique; what
works for one will not necessarily be effective in another.
We know however, that personal recommendation from members is key to
driving growth; and that keeping members just satisfied with the status quo
is not a good long-term strategy for retention. Members need to experience
value as defined from their perspective and find real levels of engagement that
address more than just having the qualifications or letters associated with that
organization.
So the real questions are how engaged are your members and do they experi-
ence real value from their membership to the extent that they become natural
advocates for your organization? As a senior association executive or a member-
ship board, its virtually impossible to answer those questions adequately without
asking your members.
Dont waste your money on membership surveys.
Association Executives WhatsKeeping You Up At Night?
Association Executives WhatsKeeping You Up At Night?
tBY PRUDENCE SHAPCOTT
Seriously, dont waste your
money on membership
surveys, but do conduct
surveys that will help you
address your strategic
concerns.
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Feature
PACE
Seriously, dont waste your money on
membership surveys, but do conduct
surveys that will help you address your
strategic concerns and provide a
tangible ROI.
With the wide prevalence of DIY
online survey tools, many associations
do quick membership surveys. The
tools themselves are often not the
issue but the process. Here are my
suggestions to help you achieve better
value from your surveys.
Get buy-in from your membership
for the survey. This should be done
before, during and after the process.
Communicate the rationale for the
survey, how you value their input and
how the results will be used.
Use well designed questions that
are unbiased and address strategic
issues.
Encourage honest responses as
opposed to right or wrong answers.
To provide truly honest and objective
results, surveys need to be done anony-
mously and preferably executed by an
external agent.
Respect your members time -
surveys should last no more than 10
minutes or so.
Minimize survey fatigue: dont
survey your members too often - do
this at least once, and perhaps no
more than, three times a year.
Use incentives appropriately.
They need to be appropriate to the
whole target audience and not just a
particular group within your member-
ship. They should not be so large that
they over shadow the purpose of the
survey. Be aware that they can intro-
duce their own bias into your results if
they become the primary motivation
for completing your survey.
Share results with your members.
Give an indication of how you
have used/will use them to improve
things for their benefit.
Ensure your survey method
achieves the widest representation
possible. Generally, you should be
wary of making any strategic decisions
based on single-digit response rates.
Extremely low response rates can in
some cases be an indication of the
low level of engagement your members
have with your organization. | pace |
PRUDENCE SHAPCOTT IS A MARKET RESEARCH CONSULTANT AND OWNER OFABE-RESEARCH LLC. FOR COMMENTS OR MORE INFORMATION, PLEASE CON-TACT: [email protected], OR VISIT WWW.ABERESEARCH.COM
1
2
3
4
5
6
7
8
So the real questions
are how engaged are
your members and
do they experience
real value from theirmembership to the
extent that they become
natural advocates for
your organization?
THEPUBLISHINGGROUPI N T E R N A T I O N A L, I N C .
P: 303.368.4450 F: 303.675.3947
Advertise in the next paceCall Now!
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SUMMER 2012
Schedule of EventsTuesday, August 21, 2012
Sea Oaks Golf Club
11:00am
Registration
Driving Range Open
Putting Skills Competition
11:30am 1:00pm
Networking Lunch
Box Lunch Served
1:00pm 6:00pm
Shotgun Start-Scramble Format
6:00pm 8:00pm
Reception and Awards Dinner
ummer is here and its time to hit the links and enjoy the great outdoors!
MASAEs Annual Golf Tournament is scheduled for Tuesday, August 21st
at Sea Oaks Golf Club, in Little Egg Harbor, NJ.
Sea Oaks has proven to be the perfect fit for our tournament as the course is
always in great condition and the service from the golf staff, as well as the cater-
ing staff, is outstanding year after year. Sea Oaks is centrally located with easy
access off of exit 58 of the Garden State Parkway.
Golfers of all skill levels start the day with registration and use of the driving
range at 11am, followed by a box lunch. New this year is a Putting Skills
Competition all registered golfers can participate and the winner will receive
an overnight stay at my favorite place the Trump Taj Mahal!
The format for golf is a four person scramble with a shotgun start at 1pm.
Immediately following golf is a cocktail reception with open bar, buffet dinner
and dessert. Prizes are awarded for the 1st place team, longest drive for both
men and women, closest to the pin for both men and women, a beat the pro
contest and a chance to win fabulous prizes on all the par 3s for hitting a hole
in one.
There are numerous sponsorship opportunities available, including the awards/
dinner sponsor, closest to the pin, longest drive, hole in one and individual hole
sponsors, just to name a few. The professional and associate members have
stepped up year after year to support the tournament and MASAE through their
sponsorships and prize donations. You would be hard-pressed to participate
anywhere else in a tournament with so many prizes.
The Golf Committee has been hard at work planning and organizing this event.
The committee members include: Dean DAmbrosi National Association for
Printing Leadership; John Connolly - Carlin Management; Tim Bower Bower
Management Services and Joe Sapp Talley Management.
If you are looking for a great networking opportunity, some good old
fashioned exercise and lots of fun, the MASAE Golf Tournament is the
perfect opportunity. See you on the golf course! | pace |
MASAES 3ND ANNUAL GOLF TOURNAMENT PROMISES
GOOD GOLF, GREAT NETWORKING AND LOTS OF FUN!BY ROBERT KELLY, CMP, DIRECTOR OF HOTEL, TRUMP ENTERTAINMENT RESORTS, MASAE GOLF COMMITTEE CHAIR
ATTENTION FELLOW GOLFERS!
s
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Bower Management Services (Collingwood, NJ) is offering a$250 Conference Scholarship to be used toward the registrationfee for the MASAE Annual Conference to be held November 28and 29 and a one night stay (Wednesday, November 28) at theTrump Taj Mahal, Atlantic City.
(*when sponsored by a member)SCHOLARSHIPS AVAILABLEMASAE MEMBERS AND NON-MEMBERS*MASAE IS ONCE AGAIN PROUD TO ANNOUNCE THE
AVAILABILITY OF SCHOLARSHIPS TO ASSIST YOU IN
SATISFYING YOUR CAREER GOALS FOR THIS YEAR.
I am very pleased to be able to support the educational goals of the Mid-Atlantic Society of Association Executives
and to be this years sponsor of the Annual Conference scholarship, stated Tim Bower. Mr. Bower, CAE,
serves as this years secretary of the MASAE Board and is also on the Education Committee.
2012 Scholarship Sponsors Brown Dog Marketing and LaneServices, Inc. are offering one $500 scholarship to be used forCAE certification costs and/or education, MASAE seminars and/or
ASAE programs. Jim DOvidio, president of Brown Dog Marketingand Dr. Robert Lane, PhD and principle of Lane Services also serveon the MASAE Board of Directors. Dr. Lane chairs the MASAE
Associate Member/Supplier Task Force and Mr. DOvidio alsoserves on this group.
November 1, 2012 is the deadline for application submission.
Please go to www.midatlantic-sae.org
for detailed information regarding the scholarships.
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