Archive

Presentations – 2024

  • The Time Is Now: Associations and Climate Change, Radio Free 501c podcast, January 2024 – view the free recording
  • Membership Mastery: Building a Strong National-Chapter Partnership, Mariner Management / billhighway CEX webinar, April 2024 – view the free recording
  • The business imperative of facing climate change for associations, Mission Impact podcast, May 2024 – listen to the free recording

Presentations – 2023

  • Caveat Emptor: Becoming a Responsible Consumer of Research, UST Education, February 2023 – view the free recording
  • Responsible Consumption and Production of Research, Leading Learning podcast, February 2023 – listen to the free recording
  • Caveat Emptor: Becoming a Responsible Consumer of Research, Association Insights In Old Town (AIOT), March 2023
  • The No-BS Guide to Digital Transformation, UST Education, March 2023 – view the free recording
  • Consuming Research Responsibly, Radio Free 501c podcast, May 2023 – view the free recording
  • Critical thinking, compassion, and courage: the role of associations in tackling the climate crisis, Association Transformation podcast, May 2023 – listen to the free recording
  • Asking Questions: The Art and Science of Strengthening Value Propositions, ASAE Marketing, Membership & Communications Conference, June 2023
  • Key Concepts Every Association Professional Should Know: Membership, Fridays@4, August 2023 – view the recording (account required, but they’re free)
  • The True Implications of AI for the Association Industry: Responsible AI And Associations’ Role in Defining the Ethics of AI, UST Education, October 2023 – listen to the free recording
  • Navigating These Wicked Waters: Association Leadership Strategies for Climate Chaos, Association Chat, December 2023 – view the free recording
  • Association Resilience and Adaptation and the Anthropocene Climate Disruption, Association Insights in Old Town (AIOT), December 2023
  • Associations and Climate Change, Associations Creating Community podcast, December 2023 – view the free recording

Presentations – 2022

  • The No-BS Guide to Digital Transformation, CalSAE ELEVATE, April 2022
  • Members: How To Get ‘Em, How To Keep ‘Em, GrowthZone, September 2022 – view the free recording
  • Associations and Events: Post-Roe Implications, The Phoenix Cast, October 2022 – view the free recording
  • Caveat Emptor: Becoming a Responsible Consumer of Research, UST Education, October 2022 – view the free recording
  • Caveat Emptor: Becoming a Responsible Consumer of Research, The Phoenix Cast, December 2022 – view the free recording

 Publications

(view recent publications here)

  • Quoted in Reach Out to Your Organization’s Minorities, Membership Management Report, October 2018
  • Quoted in 130+ Awesome Fundraising Ideas, Wild Apricot Blog, August 2018
  • Boost Your Innovation Efforts With Lean Startup, CalSAE, The Executive, January/February 2018
  • Quoted in Membership 101: Know Why Existing Members Joined, Membership Management Report, October 2017
  • How To Move from Talk to Action on Diversity and Inclusion, CalSAE, The Executive, September/October 2017
  • Membership 101: What IS “engagement,” anyway?, Association TRENDS, August 2017
  • Quoted in Member Engagement: Examine Content Strategies, Membership Management Report, August 2017
  • Membership 101: The Ladder of Engagement, Texas SAE, Association Leadership, July/August 2017
  • Top Association Management Predictions for 2017, Aptify ebook, November 2016
  • Strategic Planning? Strategic Thinking!, Mississippi SAE, Connection, Fall 2016
  • Member Engagement: It’s Not About You, Midwest SAE, Focus, July 2015
  • Getting to the “Good Stuff”: The Right Members for Membership Growth, American News Report, April 2015
  • Quoted in Tracking Member Engagement, Member Suite, April 2015
  • Creating a Strategic Plan of Action, Association News, April 2015
  • Retention is a Relationship, Association TRENDS, January 2015
  • Avoiding the False Positive, Midwest SAE, Focus, October/November 2014
  • Shoestring Marketing, Association Executives of North Carolina, SUCCESS, September/October 2014
  • The Mission Driven Volunteer, Direct Marketing Association of Washington, AdVents, September 2014
  • Micro-Volunteering: Large Membership Returns, Association FORUM, FORUM, August 2014
  • Do You Know How To Be a Member?, Midwest SAE, Focus, July 2014
  • Quoted in Three Keys to Inspire New Ideas from Staff, Associations Now, July 2014
  • The Mission Driven Volunteer, Midwest SAE, Focus, June 2014
  • Quoted in Sift Skills: The Value of Big Data for Associations, Associations Now, June 2014
  • Quoted in Let Your Member Data Show You the Way, Associations Now, April 2014
  • Quoted in It’s Easy Being Green, Informz ebook, January 2014
  • Are You a Student or an Attendee?, Association TRENDS, January 2014
  • Why Is Membership the Only Relationship?, Aptify Blog, January 2014
  • The Three Keys to Great Presentations (with Ed Barks, Barks Communications), Georgia SAE, Connections, Summer 2013
  • The Looming Retirement Crisis, Association TRENDS, July 2013
  • Can’t Live Without…, ASAE, Associations Now, July 2013
  • Strategic Planning? Strategic Thinking!, Midwest SAE, Focus, June 2013
  • Quoted in Leveraging Trade Associations for B2B Marketing, SmartBrief whitepaper, May 2013
  • Dollars & Sense: Marketing on a Shoestring Budget, CalSAE, The Executive, May/June 2013
  • Transforming Your Events, Texas SAE, Association Leadership Magazine, March/April 2013
  • Switch Off, ASAE, Associations Now, December 2012
  • Plays Well With Others: Use Multiple Communications Channels to Engage Your Members, ASAE, Membership Developments enewsletter, September 2010
  • The Medium and the Message, ASAE, Associations Now, March 2010 (contributor)
  • Baked In: Why Membership Must Market Itself (an interview with John Winsor), ASAE, Marketing Insights enewsletter, March 2010
  • Baked In: Why Membership Must Market Itself (an interview with John Winsor), ASAE, Membership Developments enewsletter, March 2010
  • How Advisory Roles Boost Member Engagement (and More) on Associapedia, ASAE, Membership Developments enewsletter, December 2009
  • Membership 2.5: Reinventing Value, ASAE, Membership Section Council white paper, August 2009, co-author
  • Buzz 2009 Recap, College of Association Marketing e-newsletter, August 2009
  • Are You That Guy?, ASAE, Associations Now, December 2008
  • Thanks to You, ASAE, Membership Developments enewsletter, September 2008
  • Beaconfire Wire, various, May 2008 – April 2009
  • Associapedia association wiki, ASAE, various
  • Social Networking the NFP World, RSM McGladrey MUSE enewsletter, February 2008
  • It’s Not You, It’s Me – Learning to Love your AMS, RSM McGladrey MUSE enewsletter, March 2008
  • A Hot Site at a Cool Price, RSM McGladrey MUSE enewsletter, December 2007
  • Preparing for the Future: Succession Planning, RSM McGladrey MUSE enewsletter, November 2007
  • Implementing Accessible Meetings, Journal of Association Leadership, Fall 2007, co-author
  • Search Engine Optimization for Not Much Money, RSM McGladrey MUSE enewsletter, September 2007
  • What’s New in Office 2007?, RSM McGladrey MUSE enewsletter, August 2007
  • What Do the New Postal Regulations Mean for NFPs?, RSM McGladrey MUSE enewsletter, July 2007

Presentations – 2021

  • Facilitator, .orgCommunity Membership Engagement Think Tank, February – March 2021
  • Member Engagement panel, Veterinary Medical Association, April 2021
  • The No BS Guide to Digital Transformation, PROPEL, July 2021
  • The No BS Guide to Digital Transformation, Review My AMS, July 2021 – view the free recording (Passcode: WQD?1N8T)
  • The No BS Guide to Digital Transformation,  Association Women Technology Champions, August 2021
  • Explosive Growth for Associations Through Better Membership Management, Grype vodcast, October 2021 – listen to the free recording
  • AWTC Salon: Digital Transformation, hosted by Association Women Technology Champions, October 2021
  • The No BS Guide to Digital Transformation, New England SAE Digital Solutions virtual conference, October 2021
  • Are You Digitized or Digital? What Digital Transformation Really Means for Associations, ASAE Technology Exploration Conference, December 2021

Presentations – 2020

  • Membership Development Course, Association Management Week, ASAE, January 2020
  • Reinventing the Member Experience to Increase Member Value, CESSE, January 2020
  • Content Curation: Your Association’s Secret Weapon Against Information Overload, Impexium, July 2020 – view the free recording
  • Leading Member Engagement from the Outside In, Association Insights, September 2020
  • Rethinking Revenue: Membership, Charles River CFO, September 2020
  • The Perils and Promise of Blockchain for Associations, CalSAE Virtual Summit, September 2020

Presentations – 2019

  • Membership Development course, ASAE Association Management Week, January 2019
  • The Perils and Promises of Blockchain for Association Members and Leaders, digitalNOW, April 2019
  • Blockchain for Associations, SURGE 2019, May 2019
  • Membership Development course, ASAE Association Management Week, July 2019
  • The Perils and Promises of Blockchain for Association Members and Leaders, hosted by Impexium, September 2019
  • The Perils and Promises of Blockchain for Association Members and Leaders, hosted by Review My AMS, October 2019 – view the free recording
  • Leading Member Engagement from the Outside-In, hosted by Engage Software, October 2019

Presentations – 2018

  • Membership Development course, ASAE Association Management Week, January 2018
  • Bridging the Education to Employment Gap, CalSAE ELEVATE, March 2018
  • Steal Like a Fundraiser, Wild Apricot webinar, March 2018
  • The Association Role in the New Education Paradigm, SURGE Spring 2018, May 2018
  • The Association Role in the New Education Paradigm, digitalNOW, May 2018
  • Steal This Idea!, ASAE Marketing, Membership and Communications Conference, May 2018
  • Foster Inclusion in Daily Practice, ASAE Annual Meeting, August 2018

Presentations – 2017

  • Membership Development course, ASAE Association Management Week, January 2017
  • Include is a Verb: Maximize Member Engagement Through Inclusion, ASAE Marketing, Membership & Communications Conference, May 2017
  • Conversation Is King:  Next-Gen Content Strategies for Associations, ASAE Marketing, Membership & Communications Conference, May 2017
  • Membership Development Course, ASAE Association Management Week, July 2017
  • Association Chat, Include Is a Verb, July 2017
  • Moving from Talk to Action on Diversity and Inclusion, Wild Apricot webinar, July 2017 – view the free recording
  • Include Is a Verb: Maximizing Member Engagement Through Inclusion, ASAE Membership Engagement Online Seminar, August 2017
  • How to Innovate the Lean Way, SURGE 2017, November 2017

Presentations – 2016

  • Membership Development course, ASAE Association Management Week, January 2016
  • Leading Engagement from the Outside In, Wild Apricot Expert Webinar, February 2016
  • Lean Startup Changes Everything, ASAE Great Ideas Conference, March 2016
  • Filling Your Creative Well: An Experiential Dance Workshop, ASAE Great Ideas Conference, March 2016
  • Innovate the Lean Way, CalSAE ELEVATE, April 2016
  • Leading Engagement from the Outside-In, CalSAE ELEVATE, April 2016
  • Leading Engagement from the Outside-In, Kansas SAE, May 2016
  • Leading Engagement from the Outside-In, Kansas City SAE, May 2016
  • Straight Talk from CEOs: The Role of Marketing, ASAE Marketing, Membership & Communications Conference, June 2016
  • The Lean Startup Changes Everything, CESSE Leadership Conference, July 2016
  • Membership Development course, ASAE Association Management Week, July 2016
  • Defining and Using KPIs for Measurability and Success, DMAW webinar, July 2016
  • The Lean Startup Changes Everything, ASAE Annual Meeting, August 2016
  • The Association Role in the New Education Paradigm unsession, ASAE Annual Meeting, August 2016
  • Attention Doesn’t Scale, Mississippi SAE Fall Conference, September 2016
  • Leading Engagement From The Outside-In, Mississippi SAE Fall Conference, September 2016
  • Leading Engagement from the Outside-In, Texas SAE New Ideas Conference, September 2016
  • Membership: Impossible, Texas SAE New Ideas Conference, September 2016
  • Bridging the Gap: The Association Role in the New Education Paradigm, CommPartners webinar, September 2016
  • Bridging the Gap: The Association Role in the New Education Paradigm, Alexandria Brown Bag, October 2016
  • The Lean Startup Changes Everything, ASAE Technology Conference, December 2016

Presentations – 2015

  • Effectively Managing Volunteer Committees & Task Forces, ASAE Association Management Week, January 2015
  • The Mission Driven Volunteer, Coffee Chat webinars, February 2015
  • The Mission Driven Volunteer, ASAE Marquee Management Series, March 2015
  • Evidence-Based Decision Making in Action: Converting Data into Real Member Value, ASAE Great Ideas Conference, March 2015
  • Filling Your Creative Well: An Experiential Dance Workshop, ASAE Great Ideas Conference, March 2015
  • Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations, CalSAE ELEVATE, April 2015
  • Make Your Marketing Materials Rock!, CalSAE ELEVATE, April 2015
  • Supercharge Member Loyalty & Power Community Engagement, Higher Logic Learning Series, April 2015
  • Leading Engagement from the Outside-In, YourMembership.com Thought Leaders Series, May 2015
  • Evidence-Based Decision Making in Action: Converting Data into Real Member Value, digitalNOW, May 2015
  • Getting to the “Good Stuff”: Evidence-Based Decision Making for Nonprofits, Bridge Conference, July 2015
  • Member Engagement: It’s Not About You, ASAE Marketing, Membership and Communications Conference, June 2015
  • Make Your Marketing Materials Rock!, ASAE Marketing, Membership and Communications Conference, June 2015
  • Membership Development course, ASAE Association Management Week, July 2015
  • Request & Regift, ASAE Annual Meeting, August 2015
  • Defining KPIs for Measurability and Success, Direct Marketing Association of Washington Association Marketing Day, September 2015
  • Leading Engagement from the Outside-In, Nimblepalooza, October 2015
  • Innovate the Lean Way, Nimblepalooza, October 2015
  • Innovate the Lean Way, YourMembership.com Thought Leader series, October 2015
  • Providing Member Value in the Face of Increased Competition, ASAE Membership Section Council webinar, November 2015
  • Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations, New England SAE, November 2015

Presentations – 2014

  • Membership Development course, ASAE Association Management Week,  January 2014
  • The Mission Driven Volunteer, Higher Logic Learning Series, February 2014
  • The Mission Driven Volunteer, ASAE Component Relations Section Virtual Roundtable, February 2014
  • Membership Marketing on a Shoestring Budget, CalSAE ELEVATE, March 2014
  • The Mission Driven Volunteer, CalSAE ELEVATE, March 2014
  • Carpe Annum: What New Year’s Resolutions Taught Me about Embracing Life, CalSAE ELEVATE, March 2014
  • 10 Things You Need to Know to Create Better Association Marketing Pieces, Associations 101 webinar series, March 2014 – view the free recording
  • The Mission Driven Volunteer, ASAE Great Ideas Conferences, March 2014
  • Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations, YourMembership.com Webinar, April 2014
  • Attention Doesn’t Scale, YourMembership.com 2014 Xperience customer conference, April 2014
  • Climbing the Ladder of Engagement, YourMembership.com 2014 Xperience customer conference, April 2014
  • CEO & CIO: Strategic Partners, digitalNOW, May 2014
  • Decisions, Decisions, CalSAE IDEAL, June 2014
  • Want Your Membership Marketing Materials to Rock? We Can Help!, ASAE Marketing, Membership and Communications Conference, June 2014
  • The Mission Driven Volunteer, Midwest SAE Annual Meeting & Expo, June 2014
  • Your Membership Dilemmas: Solved!, Midwest SAE Annual Meeting & Expo, June 2014
  • Carpe Annum: What New Year’s Resolutions Taught Me about Embracing Life, Midwest SAE Annual Meeting & Expo, June 2014
  • Membership Development course, ASAE Association Management Week, July 2014
  • The Mission Driven Volunteer, Bridge Conference, July 2014
  • Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations, ASAE Annual Meeting, August 2014
  • What’s Your Learning Story? A Pecha Kucha Experience, ASAE Annual Meeting, August 2014
  • Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations, Association TRENDS webinar, September 2014
  • The Mission Driven Volunteer, IMEX America, October 2014
  • Getting to the “Good Stuff”: Evidence-Based Decision Making for Associations, ASAE Marketing Section Council webinar, October 2014
  • The Mission Driven Volunteer, Wild Apricot Webinar Series, November 2014
  • The Association CIO: Your Strategic Partner, ASAE Technology Conference, December 2014

Presentations – 2013

  • Education to Employment, Association Forecast, January 2013
  • The Role of Content Curation in Associations, Association Mavens Interview, January 2013 – view the free recording
  • Carpe Annum: What New Year’s Resolutions Taught Me about Embracing Life, ASAE Great Ideas Conference, March 2013
  • Grassroots Membership Recruiting, Alexandria Brown Bag, April 2013
  • Attention Doesn’t Scale, digitalNOW, April 2013
  • Best Practices for Strategic Technology & Communications Planning for Associations: Lessons from the 2013 Technology Leadership Survey, Association TRENDS networking breakfast, June 2013
  • Walking the Walk of Deep Volunteer Engagement, ASAE Marketing, Membership, and Technology Conference, June 2013
  • Member Relations: An Association-Centric Approach to Customer Relationship Management, CESSE Annual Meeting, July 2013
  • The Mission Driven Volunteer, Delcor Association Social Media SweetSpot, August 2013
  • Attention Doesn’t Scale, Bridge Conference, August 2013
  • Just Do It: An Experiential Workshop on Diversity & Inclusion, ASAE Annual Meeting, August 2013
  • Member Relations: An Association-Centric Approach to Customer Relationship Management, ASAE Technology Conference, December 2013

Presentations – 2012

  • Bridging the Gap: Using Social Media Effectively to Connect With Your Members and Patients, Joint Commission on Sports Medicine and Science, February 2012
  • So Long and Thanks For All the Fish, ASAE-GW Super Idea Swap, March 2012
  • Take the Marketing and Communications Makeover Challenge, ASAE Marketing, Membership and Communications Conference, May 2012
  • Carpe Annum:  What New Year’s Resolutions Taught Me about Embracing Life, ASAE Marketing, Membership and Communications Conference, May 2012
  • What Snow White Can Teach Us About Risk, ASAE Finance, HR and Business Operations Conference, June 2012
  • Creating Corporate Relationships That Fit, Bridge Conference, August 2012
  • We Are the 1%: A Frank Conversation on Diversity, ASAE Annual Meeting, August 2012
  • Membership Marketing on a Shoestring Budget, Events By Design Small Association Day, October 2012
  • MarComm Makovers, Alexandria Brown Bag, November 2012
  • This Isn’t Your Father’s IT Department: How Technology Is Changing Work, and Vice Versa, ASAE Technology Conference, December 2012
  • Marketing Masterstrokes, Higher Logic Users’ Group Super Forum, December 2012

Presentations – 2011

  • Strategic Engagement 101, Center for Nonprofit Success, February 2011
  • Going Beyond Exhibiting: Strategies for Taking Your Corporate Supporters to the Next Level, Association Foundation Group Annual Meeting, May 2011
  • Why Can’t We Be Friends? Resolve the Editorial/Advertising Dilemma, Association Media & Publishing, June 2011
  • Social Media Trouble Spots: A Role-Playing Exercise, ASAE Annual Meeting, August 2011
  • What the Tech Is Going On with Your Online Communications?, ASAE Technology Conference, December 2011
  • How to Hire for Association Social Media, SocialFish ThinkTank webinar, December 2011

Presentations – 2010

  • Same Song, Different Verse: New Tools to Help Accelerate Your Fundraising, Association Foundation Group monthly luncheon, January 2010
  • Career Spotlight:  Association Management, ASAE, webinar, February 2010
  • Facilitator, Super Swap: Delivering World-Class Service, ASAE, April 2010
  • Same Song, Different Verse: New Tools to Help Accelerate Your Fundraising, Association Foundation Group Annual Meeting, May 2010
  • Plays Well With Others:  Engaging Your Members by Integrating Multiple Communications Channels, ASAE Annual Meeting, August 2010
  • Facilitator, Young Professional Idea Swap: Careers in Association Management, ASAE, September 2010
  • Plays Well With Others: Engaging Your Members by Integrating Multiple Communications Channels, Higher Logic Fall Learning Series, October 2010

Presentations – 2009

  • Collaborative Content at Your Fingertips, ASAE Great Ideas Conference, February 2009
  • Facilitator, Lessons from Award-Winning Communicators, Greater Washington Network, March 2009
  • Facilitator, Back of the Napkin Thinking, Greater Washington Network CAE Celebration, May 2009
  • Setting Technology Policies that Make Sense in a Web 2.0 World, Human Resource Association of the National Capital Area Annual Conference, May 2009
  • Membership Marketing on a Shoestring Budget, ASAE Annual Meeting, August 2009
  • Practicing What You Preach:  World Class Engagement Strategies, ASAE Annual Meeting, August 2009
  • Web and eMarketing: Making the Most of Your Digital Presence, Direct Marketing Association of Washington Association Day, October 2009
  • Facilitator, Roundtable:  Web and eMarketing, Direct Marketing Association of Washington Association Day, October 2009
  • Hands On Module: Twitter, ASAE Social Media Workshop, November 2009

Presentations – 2008

  • Blogging and Social Networking, Finance and Administration Roundtable, January 2008
  • It’s Not You, It’s Me – Learning to Love your AMS, ASAE Technology Conference, January 2008
  • Blogging to Build Community…and Financial Support, Association Foundation Group Annual Conference, May 2008
  • Collaborative Content at Your Fingertips, ASAE Annual Meeting, August 2008
  • Setting Technology Policies that Make Sense in a Web 2.0 World, Potomac Employers Roundtable, September 2008
  • Facilitator, Membership Idea Swap: Recognizing and Engaging Long Term Members, Greater Washington Network, December 2008
  • Facilitator, Greater Washington Network CAE Immersion Course, September 2007, February 2008, September 2008
  • Domain 4: Administration, Greater Washington Network CAE Immersion Course, March 2006, September 2006, March 2007, September 2007, February 2008