NE/SAE’s 2017 ANNUAL MANAGEMENTConference

January 12 - 13, 2017 • Waltham, MA

New England Society of Association Executives

Register online at www.nesae.org/events

Thursday, January 121:30 PM to 2:00 PM Registration

2:00 PM to 3:30 PM

Opening General Session Stop Thinking Like An Association Speaker: John Foley Jr., CEO, interlinkONE As we move deeper in to the digital age, associations often find themselves stuck in the rut of “business as usual.” Guided by John Foley, Jr., attendees will transform their mindset from that of an association, to that of an entrepreneur; ready to take risks, embrace change, and welcome challenges. Attendees will leave the session with an entirely new outlook on what it means to lead an association. John will open the minds of participants to a culture that values forward thinking, creative problem solving, and team work by highlighting the benefits this mindset can bring. The presentation is accompanied by an interactive work book to get participants started and a traction chart for participants to fill out and bring back to their office to help them stay on track with their association’s goals.

John Foley Jr. is CEO of interlinkONE, an innovative marketing solutions company. Named number 15 on Forbes’ list of the 50 Most Influential CMOs on Social Media, John is recognized as a thought leader in the areas of marketing and social media across the globe. With a strong background and deep-rooted history in the marketing industry, he is committed to helping associations think in a new mindset in order to effectively attract, engage and retain current

and prospective members through a variety of marketing initiatives while simultaneously generating non-dues revenue. His experience includes creating and executing strategic plans that are tailored to meet and exceed the needs of the ever-changing association landscape for associations including the Public Relations Society of America, which has over 22,000 members, and Idealliance, which has over 3,000 members. Complimenting his experience, John is the published author of 4 books, 2 workbooks, and countless educational resources.

3:30 PM to 3:45 PM Break

3:45 PM to 4:45 PM Breakout Sessions: Member Engagement Research Study Insights Speaker: Amanda Myers, Director, Product Marketing, Abila Learn about the key insights gained from Abila’s member engagement study, which addresses timely topics such as shifting member demographics, technology, the world without borders, personalization, and the new career. Insights were gathered from over 1,000 association members and over 150 association professionals. This session will explore the key findings of the study and present tactics your association can use to better attract and engage members.

Product marketing lead for Abila’s growing suite of association products including netFORUM Enterprise, netFORUM Pro and Peach Freestone, achieving double-digit growth with established legacy product.

Program at-a-glance

Engage Your Members for Good Governance Speaker: Midori Connolly, Sales Director, Everyone Counts, Inc. Next-gen association leadership, future-proofing against membership attrition, creating deeper and more meaningful membership engagement...all hot and timely topics for any member-based association pro-fessional. But have you ever made the connection between these burning concerns and your elections and voting processes? If governance has so far mostly been a check-box, you’re not alone. However, never has there been a more pressing need to fight voter apathy. According to the basic tenets of democracy, partici-pation in the voting process by its members is the key to societal stability. And as a functional democracy, an association should work to generate energy and interest in the vote as a way to further engage with its members and drive participation and value. In this session you will learn how to adapt proven techniques such as marketing and accessibility to re-create the energy and inclusivity of successful elections; while also learning about the current technology and security required to do so.

Midori Connolly wakes up each day inspired to use the power and mystery of technology to spark meaningful human engagement. Recently appearing in Wired Magazine, Midori Connolly is probably best known for writing the event industry’s first set of guidelines for sustainable AudioVisual Staging. As the “AVGirl”, Midori was a Platinum Speaker for MPI, Best-in-Class Speaker for PCMA, past Director on the Green Meetings Industry Council Intl Board of

Directors and was Chair of InfoComm International’s Rental & Staging Council. Now Midori is committing the same enthusiasm to her role as a Sales Director for Everyone Counts. Everyone Counts is artfully combining technology and change management principles to modernize elections for democracies and member-based organizations around the world. When not sharing her passion for sustainable change, Midori might be golfing, hiking, fishing, riding horses, or enjoying peaceful time with family in sunny San Diego.

Building A Better Budget Insource Services, Inc. Annual planning and budgeting are essential for reaching an organization’s goals, creating financially savvy employees, and planning for long-term positive outcomes. When annual planning and budgeting include those individuals responsible for achieving an organization’s goals and outcomes, better accu-racy and accountability will result for the entire organization. In this workshop, participants will learn a practical methodology to create collaboration and gather input among management, programs, and fundraising to build budgets that serve as strategic maps. Participants will be provided with the knowl-edge, training, support, and tools that they need to build budgets and reach their organizational goals. This workshop is ideal for executive directors, senior managers, and program managers at organizations of all sizes.

4:45 PM to 6:00 PM Reception with Exhibitors

6:00 PM Dinner (On Your Own)

Program at-a-glancethursday, January 12 (continued)

Friday, January 137:30 AM to 9:00 AM Registration and Breakfast with Exhibitors

9:00 AM to 9:15 AM Welcome from NE/SAE’s Chair, Jim Roche

9:15 AM to 10:30 AM General Session Diversity of Thought Speaker: Gabriel Eckert, CAE, Executive Director, BOMA Georgia, Author of “From Insight to Action” How do association leaders define and leverage diversity of thought in their organizations? What are the keys to building a truly diverse board of directors? This interactive session will explore diversity through a holistic model that enhances inclusion, increases decision-making effectiveness, and strengthens organi-zations.

Gabriel is a nonprofit executive, currently serving as Executive Director of the Building Owners and Managers Association of Georgia (BOMA Georgia), a trade association representing the management segment of commercial real estate. Gabriel earned a Bachelor of Science Degree in Agriculture from Kansas State University, a Management Certificate from Emory University and an Advanced Leadership Certificate from the Georgia Institute of Technology. He also earned a

Master’s in Business Administration from Kennesaw State University. A certified association executive (CAE), Gabriel currently serves as a member of the CAE Commission and is a past chair of the Georgia Society of Association Executives (GSAE) Foundation, past GSAE board of directors member, and past chair of the Board of Directors of the Green Chamber of the South. He is also co-author of the best-selling book From Insight to Action: 6 New Ways to Think, Lead and Achieve, published by Association Management Press.

10:30 AM to 11:30 AM Coffee Break with Exhibitors

11:30 AM to 12:30 PM Breakout Sessions So You Want to Be A CEO?

Speaker: Beth Brooks, CAE, Author of “The New CEO’s Guide” You have been in the association industry for a while and have made the decision to make it your career. Eventually you want to step into that CEO-level position. What do you need to know that will make you invaluable to your current association ( or another association) while preparing you to “move up the lad-der” in this industry? Listen and learn from someone with 25 + years of experience. Get an insider’s look into what skills you need and how to plan for stepping into this top role.

Beth Brooks, CAE is a respected association professional and advisor on governance, board orientation and strategic planning. She is a sought-after speaker and trainer; and author of the The New CEO’s Guide published by the American Society of Association Executives (2015). As the long-term chief executive for two state associations, she worked in collaboration with multiple Boards of Directors to create strategic initiatives and move the associations forward. She

established the first statewide office for the Texas Pest Control Association and was responsible for the successful turnaround of the Texas Society of Association Executives.

Program at-a-glance

Managing Workplace Conflict Speaker: Don Greenstein, Esq., Affiliate, Boston Law Collaborative, LLC Speaker: Audrey Lee, Senior Mediator, Boston Law Collaborative, LLC, and Executive Director, BLC Institute Conflict is one of the biggest factors affecting an organization’s productivity and morale. Cited 50% of the time as the #1 reason for employee stress, conflict leads to reduced productivity, missed work days, poor retention of employees, and in some instances, filing of complaints. This hands-on workshop will explore ways to approach conflicts more productively regardless of your role. The workshop will include a conflict style assessment and conflict management skill-building through role plays and fishbowl demonstrations by the faculty and attendees.

Don Greenstein is an affiliate at Boston Law Collaborative, LLC, Since 1989, Don has been a full-time conflict resolution manager, working as a mediator, trainer and facilitator of difficult conversations in the public and private sector. More information on Don’s background can be found in the attachment. Audrey Lee is a Senior Mediator at Boston Law Collaborative, LLC, a founding Principal of Perspectiva LLC and Executive Director of the BLC Institute, a non-profit devoted to providing training and education in all aspects of dispute resolution. Since 2004, Audrey has facilitated negotiation and communication workshops at the Harvard Negotiation Institute at Harvard Law School and currently teaches the Advanced Mediation course. As a mediator, Audrey has

mediated cases for the EEOC, MA Commission Against Discrimination, and BLC’s ADR Panel. More information on Audrey’s background can be found in the attachment.

Transition Planning for Association Executives, Board Members, and Staff Speaker: Warren Rutherford, Certified Transition Planning Consultant, President and Owner, The Executive Suite It’s time to move on. Or is it? What will drive you to leave your position - as an executive, board member, or staff person? If you are approaching a career transition or retirement, it is common to wonder what you will be doing the Monday after you leave your current position. This presentation will address the steps you need to take in order to develop a personal transition plan that defines your vision of success in the next stage of your career or life. Living with purpose, you will find the clarity and meaning in your professional - and personal life. Learn the key drivers to living with purpose as you explore the dangers - and joys - of transitions.

Warren Rutherford is an expert at advising professionals, business owners, and board members on how to develop successful transition, succession, and exit strategies. A recognized leader, War-ren is a Transition Planning Consultant, certified by the leader in succession planning, the Successful Transition Planning Institute in Cambridge, MA, Warren works with business owners and others how to create personal and business transition strategies and plans. As the Owner and

President of Rutherford Advisors, Inc. DBA The Executive Suite, Warren also provides clients Executive Coaching and Executive Search services. As a master coach he is expert in the use of the DISC Index, Values Index, Attributes Index; and is also a certified One Page Business Plan Consultant. Warren received his BA degree in Political Science from UMass-Amherst and his MPA degree from Northeastern University. He is past President of the Rotary Club of Hyannis, past Chair of the Greater Hyannis Area Chamber of Commerce, is Chair of the Cape Cod Economic Develop-ment Council, Inc. and is a founding member and past Chair of Community Leadership Institute Cape Cod.

12:30 PM to 1:30 PM Lunch with Exhibitors

Program at-a-glanceFRIDay, January 13 (continued)

1:30 PM to 2:30 PM Breakout Sessions No Shortage of Challenges Speaker: Gabriel Eckert, CAE, Executive Director, BOMA Georgia, Author of “From Insight to Action” During this highly-interactive session, Gabriel will facilitate a conversation around the top challenges that participants are currently facing in their associations.

Business Modeling: Break the Status Quo and Design Tomorrow’s Nonprofit Speaker: Eric Curtis, President, Curtis Strategy Changing technology, rising costs, and outdated business models are quickly eroding nonprofit organiza-tions, small and large. To ensure viability in the future, organizations must start to develop business mod-els that are adaptive and take advantage of the changing environment. This workshop will explore some of the game changers that are, or will be, disrupting nonprofit organizations around the country. We will look at ways to evaluate, design, and build business models to ensure future relevance. We will also discuss how strategy design can align with breaking the status quo for business models and supporting new concepts. This workshop is ideal for transformative leaders and visionaries.

For nearly a decade Eric focused on helping nonprofit leaders address their most complex and challenging issues. As President of the Curtis Strategy, Eric is dedicated to designing transforma-tional strategy, strengthening board governance, and leading change efforts -- giving clients the confidence and ability to deliver greater impact.

If Not You, Who? How to Crack the Code of Employee Disengagement Speaker: Jill Christensen, Founder & President, Jill Christensen International Companies, organizations, and associations in the top tier of employee engagement outperform their peers by 147 percent in earnings per share and have a 90 percent better growth trend than their competi-tion. However, 70 percent of workers are disengaged ... sleepwalking through their day and giving you zero discretionary effort. How do you inspire employees to get off the sidelines and get into the game? Jill Chris-tensen has uncovered four simple principles to turn your disengaged workforce into a unified high-per-forming team, resulting in increased profits, customer satisfaction, productivity and retention. Attendees will leave this session with: a new perspective on employee disengagement that just might surprise you; the No. 1 reason employees don’t engage and why that’s important to you; the leadership skills you need to pos-sess to stage an employee engagement revolution; a practical four-step process you can apply immediately to re-engage your employees; clarity on next steps and inspiration to achieve your goals.

Jill is a strategic big-picture thinker with three decades of experience bridging the gap between senior leaders and employees, and transforming workplace cultures. Jill has helped thousands of leaders and HR professionals improve business results by re-engaging employees. A natural risk-taker with a bold, self-confident leadership style and polished presence, Jill has executive experience in seven industries working for global Fortune 200 companies. A consistent high

performer, Jill is a best-selling author, holds a Six Sigma Green Belt, and is consistently rated among the top speakers at events she attends.

2:30 PM to 2:45 PM Break

2:45 PM to 3:45 PM Closing General Session Board Matters Speaker: Beth Brooks, CAE, Author of “The New CEO’s Guide” No matter how long you have been in your position, understanding Best Practices in the governance arena is vital for anyone who works with a volunteer Board. This one-hour session will review policies that should be in place, a review of the nomination process, strategic planning, and Board effectiveness, culture, meet-ings and orientation.

Program at-a-glanceFRIDay, January 13 (continued)

OVERNIGHT ACCOMMODATIONSOvernight rooms are available at the Westin Waltham-Boston on Wednesday, January 11th and Thursday, January 12th.

Please make your reservation by December 22, 2016 to receive our discounted rate of $119 per night.

To make your reservation, call 1-888-627-8455 or visit online at www.nesae.org/events. Be sure to mention that you are with NE/SAE!

Learn more about the Waltham, MA area, which boasts some of the best dining options in Massachusetts! Visit www.walthamtourism.com.

THANK YOU TO OUR HOST!

New England Society of Association Executives4 Lan Drive, Suite 310 - Westford, MA 01886Ph: (978) 364-5059 • Fx: (978) 250-1117 • www.NESAE.org

Upcoming EventsTuesday, December 13, 2016

Building Bridges: Forging Productive Professional Relationships (Webinar)

Tuesday, January 12, 2017making your message memorable: Video storytelling as a strategy (Webinar)

Tuesday, February 22, 2017First Year Member Retention (Webinar)

thursday, June 8, 2017 & Friday, June 9, 20172017 Annual meeting

hotel viking newport, RI

New England Society of Association Executives4 Lan Drive, Suite 310 - Westford, MA 01886Ph: (978) 364-5059 • Fx: (978) 250-1117 • www.NESAE.org

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Cancellation Policy: Cancellations subject to a $50 processing fee. Sorry, no refunds after December 30, 2016.

Attendee Registration Information Member: $275 (Early Bird) Non-member: $325 (Early Bird) Add $50 after December 22, 2016 (Regular Pricing)

Photo Release: Photographs of attendees are taken at NE/SAE programs. By registering for this program, you are giving NE/SAE permission to take your photograph and use it with or without your knowledge and permission on NE/SAE promotional material including but not limited to our newsletters and conference materials, social media, publications, and our web site.

January 12 - 13, 2017 • The Westin Waltham Boston

attendee registration form

2017 Annual Management Conference

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______________________________________________________________________________________________________________________ Registrations are considered complete when your registration form and payment have been received by NE/SAE. Badges will be handed out at the meeting. Please continue to the reverse side of this page to complete your registration with attendee information and payment.

Hotel Information

The Westin Waltham Boston is offering attendees a special rate of $119 per night. Reservations can be made by calling the Westin Waltham Boston reservations toll free number at 1-888-627-8455. Be sure to mention that you are with NE/SAE.

Room block expires December 22, 2016.

Exhibitor Registration Friday Lunch Sponsor*: $2,500

Break Sponsor*: $1,500

Book Sponsor*: $1,250

Thursday Evening Reception Sponsor*: $2,750

Name Badge Sponsor*: $1,250

Exhibitor - Member: $800 (Early Bird)

Exhibitor - Non-Member: $1,100 (Early Bird)

*Includes tabletop exhibit

Optional Exhibitor Tickets Full Page Program Ad: $150

Half Page Program Ad: $75

Add $50 after December 22, 2016 (Regular Pricing)

Add $50 after December 22, 2016 (Regular Pricing)

January 12 - 13, 2017 • The Westin Waltham Boston

exhibitor registration form NOTE: This is a two-sided document. Please see reverse.

2017 Annual Management Conference

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My check is included. (You may mail your completed form with check made payable to NE/SAE to: NE/SAE, 4 Lan Drive, Suite 310, Westford, MA 01886)

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Complimentary Registrations

(Note: If the contact is one of the two representatives, please list them below.)

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The information provided on this registration form will be published in the conference attendance list that will be handed out on site. Please check here if you DO NOT want your information published in the conference attendance list.

Check here if you have a disability and may require accommodations to fully participate. You will be contacted by the NE/SAE office.

Check here if you have any dietary restrictions: _______________________________________________________________________

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The information provided on this registration form will be published in the conference attendance list that will be handed out on site. Please check here if you DO NOT want your information published in the conference attendance list.

Check here if you have a disability and may require accommodations to fully participate. You will be contacted by the NE/SAE office.

Check here if you have any dietary restrictions: ____________________________________________________________________________

Exhibitor Registration Form - Side 2

New England Society of Association Executives4 Lan Drive, Suite 310 - Westford, MA 01886Ph: (978) 364-5059 ▪ Fx: (978) 250-1117 ▪ www.NESAE.org