5 Easy Ways to Improve Strategic Planning Meetings and Retreats


Webinar: group live presented online  ||  Attendance: 72 Associations  ||  Reviews   ♦♦♦♦♦  || Thank you, Lee! Great sauce in today’s meeting. || Great session. Thank you! || Everything Lee does is amazing. Ecocycle planning is fun! || Thank you! I really enjoyed the interactive zoom activities for leadership teams. || Great webinar! Strategic thinking and more interactive || So many great takeaways! Definitely going to check out Jamboard! || I learned some new techniques which I think I will definitely use. || Best one yet!

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(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)


TUESDAY, JULY 19, 2022
11:00 AM – 12:30 PM (EASTERN TIME)

Do you do long-term or strategic planning? Do you do retreats to plan your organization’s future? Whether you’re running planning meetings with a board, executive committee, a department, or a smaller team, don’t miss this engaging session. Fast, fun, and easy-to-apply, this workshop gives you five real ways you can improve your planning meetings. You’ll learn practical ways to turbocharge how participants look ahead, generate ideas, choose the best ones, and come to agreement. You’ll discover how to easily sift through products and services that are winners and losers. And you’ll take home techniques to run meetings that will make you and your organization more confident and capable. No lecture and no PowerPoint; this is learn-by doing where you’ll walk away with real tools you can actually use the next day.

  • Experience and learn 5 tools and techniques that improve planning meetings.
  • Understand the value of meeting templates and predefined structures.
  • Apply active, co-creative methodologies to your own meetings to increase effectiveness and engagement.

Lee Gimpel
Founder, Better Meetings
Lee Gimpel is the founder of Better Meetings in Washington, DC. The firm helps organizations turn meetings from boring and unproductive to engaging and effective, be they staff meetings, board meetings, retreats, or annual conferences. Much of his work involves innovation, brainstorming, strategic planning, product/service/event design, and future-casting. Clients include for-profit companies and government agencies in addition to a wide range of associations, including the National Association of Realtors, Department of Energy, American Federation of Teachers, and Manufacturers Alliance for Productivity and Innovation. In addition, he founded the Conference Organizers Summit. He holds a degree from the Robins School of Business at the University of Richmond with concentrations in international business and marketing. His work blends group facilitation, audience engagement, human-centered design, and specific training with Liberating Structures, Technology of Participation, and applied improv. As an industry expert, he is widely quoted in the media, including in USA Today, HuffPost, Convene, Prevue Meetings & Incentives, Association Conventions & Facilities, and MeetingsNet. He is also the contributing expert on meetings and facilitation for Forbes where he writes a regular column.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Business Management & Organization Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Organizational Strategy CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required Cost $0.00

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U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

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