Blog Archives

Becoming the Netflix for Your Association Members

 

 

Webinar: group live presented online  ||  Attendance: 52 Associations  ||  Reviews   ♦♦♦♦♦  || Thank you all for putting these valuable webinars on. || Thank you. This information is excellent. || Thank you, great presentation || Great points. Thank you Dan and Eric. Lots of reflecting and gathering to do. ||

Click here for Recorded Webinar 

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

 

 

 

 

Associations succeed when they inform, educate and inspire their members.  Netflix is a great example of how focusing on content, use experience and value, combine to grow engagement, revenue and renewals.

There is so much to learn from the Netflix model that gives us insight into how each association can transform their website and content into being the “Netflix” for your category and members

LEARNING OBJECTIVES
  • Learn about the need for all associations to both engage and monetize digitally in order to survive and thrive
  • Learn how to transform your website into a “Netflix” styled model
  • Learn about content Models that are affordable, self-sustaining and that drive both engagement and revenue
SPEAKER BIOS

Dan Stevens
President, WorkerBee.TV
Dan has over 30-years of association experience and takes pride in driving the industry forward. Dan’s first experience in the association world started in 1991 when he launched a chapter for the Entrepreneurs’ Organization (EO). Dan has served on EO’s International Board of Directors in various positions, including International Chairman in 1996-1997. Today, EO is a global association of over 13,000 entrepreneurs. As an entrepreneur, family man and association member, Dan has first-hand experience in growing organizations and leveraging the power of technology to enable growth in a strategic and sustainable manner. Dan is the Founder and President of WorkerBee.TV, Inc., an online platform and multimedia services organization that has developed strategic models specific to the needs of associations. WorkerBee.TV’s flagship platform and service offering – Association TV ® – empowers associations to inform, educate and inspire their members and prospects. Not only is Dan a thought leader and sought-after speaker on topics such as digital disruption, multimedia, and the evolution of the association sector, he is also a published author. The book, Moving your Association from Analog to Digital, A CEOs Guide to Rapid Change, explores content trends in the association space and how to prepare for the next decade. (Check it out on association.tv/analog-to-digital/order)

Eric O’Connor
Chief Growth Officer, AANA (American Association of Nurse Anesthesiology)
As a respected thought leader and enterprise executive, I design and execute sophisticated omni-channel strategies that deliver unprecedented wins. With a career narrative of igniting results focused on strengthening advocacy, building member value and engagement, and curating new revenue streams, I leverage my deep marketing expertise and technology acuity to plot growth strategies and pursue relentless execution. Known for grooming and building diverse, performance-based work cultures, I design systems to elevate talent and create pathways for advancement. I identify obstacles and opportunities, provide proactive leadership, and build teams that navigate ambiguity to deliver on strategic objectives.
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Member and Stakeholder Engagement and Management CPE/CAE Credits 1.5
Prerequisites and advance preparation needed At least 1 year of association or nonprofit operations experience. No advance preparation required for course Cost $0.00

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3 Features to Look for in an Online Community Platform as an Association

 

 

Webinar: group live presented online  ||  Attendance: 28 Associations  ||  Reviews   ♦♦♦♦♦  ||  Thank you for this presentation and for the takeaway slide. || I appreciate the perspective that connects across resources and refocus to how we use our resources more effectively.  || New ideas for how to engage members with our online community  || Really a great speaker. I really appreciated this one.  || Enjoyed the collaborative communication in the chat.

Click here for Recorded Webinar 

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

 

 

 

 

 

 

For associations, there is a general need to enhance member experience through an online platform and raise non-dues revenues. Many online communities recognize these needs and look for different ways to accommodate them. Not all online communities are the same, so we narrowed down the top three features we think benefit associations the most. When looking for a new online community, having these qualities will be important to the leaders and members of your association:

Advertising

Make sure that there are advertising features in your community platform. This is a great way to get your sponsors clear visibility to your members and can increase non-dues revenues. See how an easy to use ad serving tool allows you to seamlessly import linked images across all areas of the platform. We have seen several clients use this tool to promote sponsors at upcoming conferences and events.

Networking Opportunities

There should be ample room for networking within your online community platform. One of the most important reasons your members are there is to connect with others and share information. Having several different ways to connect is a plus in an online community!

User-Friendly Experience

An online community platform should be easy to use for members with any level of technology knowledge. As we see more and more associations transfer from the traditional listserv way of communicating, there has been an increasing need for a community platform that is simple yet intuitive and collaborative. All members should be able to have access to easy information sharing within your platform.

LEARNING OBJECTIVES

1. Learn how Advertising, Networking Opportunities, and a User-Friendly Experience work together to benefit community platforms.

2. Learn how to use features of your platform to increase engagement and sense of community.

3. Learn how to raise non-dues revenue through a great member experience.

SPEAKER BIOS

Benjamin Muscolino
President & CEO, Breezio
Prior to joining Breezio, Ben held various roles ranging from Sales Manager to Director of Client Services at Avectra (now Abila) as well as Vocus (then publicly traded as VOCS before being acquired by Cision). Following that he founded and co-founded multiple successful companies providing technology-focused products and services to associations and nonprofits. Ben is always balancing his strategic and entrepreneurial mindset with learning new technologies while remaining focused on the people and relationship-building elements of business. Ben is an active volunteer, member, committee member, and speaker with multiple associations and nonprofits including the American Society of Association Executives (ASAE), the Society for Information Management (SIM), the Northern Virginia Technology Council (NVTC), is a member of the NVTC Executive Circle and also serves on the Board of Directors for the Rochester Ataxia Foundation (RAF) based out of his hometown in Western New York.
Level Beginner Delivery Group Internet Based
CPE(NASBA Category) Computer Software & Applications Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Member and Stakeholder Engagement and Management CPE/CAE Credits 1.5
Prerequisites and advance preparation needed No prerequisites. Advance preparation needed: None Cost $0.00

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Data Analytics for Trade Associations – What’s Possible in 2022

 

 

 

Webinar: group live presented online  ||  Attendance: 121 Associations  ||  Reviews   ♦♦♦♦♦  ||  the presentation using the system was great. Thank you. || Thank you, great info! || I have a better understanding of analytical capabilities. This will benefit me as I move into a new membership management/director role.  || best practices — or ideal practices  || Some great examples of what data we should track at our org and the importance of clean data || Great advice on fine tuning some data in our AMS || Great topic and speaker. Thank you!

Click here for Recorded Webinar 

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

 

 

 

 

The reporting and analytics needs of associations that have organizations as members, rather than just individuals, are especially demanding. Extracting insights from the vast amounts of member data contained in different software systems is made both more difficult and more important by the additional layer(s) of complexity created by the fact that members are groups of individuals.

Join Rebecca Duff for a fast-moving overview of trade association use cases and opportunities – Rebecca spends her days helping associations meet unique needs and solve specific challenges with data and analytics and will provide a series of examples from the trade associations and similarly-structured associations she has worked with – take part to learn from the experiences of not just one or two associations, but dozens!

LEARNING OBJECTIVES
  • Learn where to look for unexpected and useful data in an organization-based association
  • See new ways to look at the reporting layers associations use to manage and understand the individuals who comprise their customer orgs
  • Understand how analytics dramatically improves both Engagement Scoring and Total Member Value (both at the individual and org levels)
SPEAKER BIOS

Rebecca Duff
Director, Client Success at Gravitate Solutions
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed some background in marketing or IT Cost $0.00

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The War For Talent: How to recruit and retain the right people

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 40 Associations  ||  Reviews   ♦♦♦♦♦  || Thanks! This was really interesting, great session! || Thanks! This was fantastic! || Great Presentation, great analogies . thank you || Thank you Don. Very insightful. || Thank you! Was refreshingly honest. Wish more speakers were like this!! || The overview and context were helpful. || Great presentation. Very lively presenter.

Click here for Recorded Webinar 

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

 

 

 

 

 

  • Does your recruitment strategy fit your corporate strategy?
    • But do you have Strategy, or tactics?
    • If you have strategy, is winning based on Differentiation or Transactional styles
      • Why? These are 2 different attitudes
    • Finally, are you hiring on this attitude and behavior, or just resumes
  • How to attract and align your talent – Compelling Sagas
  • How to fit talent into appropriate levels – Dr. Elliott Jaques work
  • How to get the most out of Talent – Gaining speed by destroying Evil
    • Review of the Samurai models.
  • If time:
    • How to inculcate our new hires into your culture
      • How to align your culture with your strategy
      • What Initiation Rituals do you use?
    • How to Adapt in an age of disruption
LEARNING OBJECTIVES
  • How to attract and align your talent – Compelling Sagas
  • How to fit talent into appropriate levels – Dr. Elliott Jaques work
  • How to get the most out of Talent – Gaining speed by destroying Evil
SPEAKER BIOS

Don Schmincke
Author, Speaker, Sage Leadership
When CEOs asked Don to research the high failure rates of M&A, strategic planning, culture change, and management theory, they didn’t realize the primal, genetic triggers he’d unearth would grow their companies faster than traditional methods. What else would you expect from an MIT and Johns Hopkins researcher who was nearly arrested as a capitalist spy in the Soviet Bloc, got shot off an aircraft carrier, survived in the Kurdish capital as the Ayatollah held hostages in Tehran, and developed missile inertial guidance systems while his frat brothers took Vegas (later portrayed in the movie “21”)? As a best-selling author, Don trains 700 CEOs annually, and can be found sharing his unique methods at keynote speeches or implementing them with clients. His scientific methods make him the thought-leader in applying genetics, evolution, and anthropology to strategic growth. The industry agrees, finding it a refreshing alternative to the trendy theories and “programs-of-the-month” that frustrate senior executives: 
 – Acclaimed as a Top 10 speaker for the world’s largest CEO organization. – Author of best-selling books “The Code of the Executive” and “High Altitude Leadership” (with NBC Emmy-nominated climber Chris Warner). – Published in over 14 languages, – Featured by CNN, The Wall Street Journal, USA Today, MSNBC.com and more than 60 industry publications annually. Today, Don flies 200K miles annually working with clients across every industry including healthcare, manufacturing, non-profits, distribution, technology, communications, finance, and insurance. He occasionally can be found at universities inflicting his unconventional techniques on innocent graduate students. Learn more now: https://sagaleadership.com

Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Business Management & Organization) Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Executive Leadership CPE/CAE Credits 1.5
Prerequisites and advance preparation needed at least 1 year of operations experience Cost $0.00

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Modern Digital Giving for Today’s Donors

 

 

Webinar: group live presented online  ||  Attendance: 31 Associations  ||  Thank you! This was very informative! || All tips were great takeaways! Can’t wait to share with the team! || Great presenter

Click here for Recorded Webinar 

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

 

 

 

 

 

 

The most successful nonprofits view their donors as long-term collaborators, and invest a significant amount of time and energy into cultivating genuine and authentic relationships with those donors over time, resulting in higher yearly giving, higher retention rates, and low donor churn.

What if we stopped chasing transactions and started building lifetime relationships with donors?

iDonate is the leading fundraising software provider that exists to grow nonprofits. Through a commitment to generosity and innovation, iDonate has become the world’s standard for donation processing technology.

LEARNING OBJECTIVES
  • Learn what a Connected Giving Org is and how you can become one
  • Learn how to move from replacing donors to retaining them
  • Learn how to convert your donors into long-term advocates
SPEAKER BIOS

Ron Verner
Senior VP Operational Excellence, iDonate
Level Beginner Delivery Group Internet Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Programs, Products and Services CPE/CAE Credits 1.5
Prerequisites and advance preparation needed No prerequisites. Advance preparation needed: None Cost $0.00

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Meta Trends and the Next Economy-See the Future More Accurately (limited to 25 attendees)

 

 

Webinar: group live presented online  ||  Attendance: 34 Associations  || Thank you! Great presentation! || Thanks, great topic. || This was awesome!

Click here for Recorded Webinar 

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

 

 

 

 

 

Meta-Trends and the Next Economy utilizes demographics to forecast the health of every economy/industry in the world. Meta-Trends allows you to know the knowable future i.e. Know which businesses should you start today, Know which industries will survive and thrive in the next 15 years, Know which areas of the economy are worth investing resources in, Know future government trends from a threat perspective, Know why past trends happened and were actually predictable The future breaks down into threats and opportunities. Meta-Trends motivates you to plan better so that you don’t just survive, you thrive in the next 15 years. Change is happening so rapidly in society that the need for reliable forecasts is paramount. It turns out that demographics are the single most powerful ingredient in forecasting what the future will look like. Meta-Trends and the Next Economy, will answer the question: “What will the next five to fifteen years look like?”

LEARNING OBJECTIVES
  • Tactical strategies to improve your net worth (and for your members and constituents), and the motivation to do so today.
  • How to protect the health of your Association in the next economy.
  • What are the prospects for the industry you serve and your members in the next 15 years.
SPEAKER BIOS
Level Beginner Delivery Group Internet Based
CPE(NASBA Category) Economics Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Organizational Strategy CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed No prerequisites. Advance preparation needed: None Cost

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Member Engagement: 15 Ways to take your Newsletter to the Next Level

 

 

Webinar: group live presented online  ||  Attendance: 99 Associations  ||  Reviews   ♦♦♦♦♦  ||  So many things for a very small and overworked staff to consider. || Great information. Some of the take aways, such as “Friendly From” names, were great to learn about. || Found a number of ways I can improve our newsletter || Thought it was concise and well laid out. Some very helpful tips. || Well done – enjoyed it and the content was useful. || Fantastic presenter!

Click here for Recorded Webinar 

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

 

 

 

 

 

Your organization’s email newsletter is an incredibly valuable way to consistently engage your members. It’s also an effective way to show them how you stay ahead of the important topics and news in your industry. It also provides an opportunity to associate your organization’s brand with cutting-edge information in your space.

However, most organizations aren’t taking full advantage of this useful communication tool. So read on to explore 15 ways you can take your email newsletter to the next level.

First, you will identify ways to leverage new technologies to make your email newsletter more sophisticated. At the same time, these new technologies will create less of a drain on your internal resources. In other words, you’ll learn how to save a lot of time.

Second, you get some useful ideas for taking your newsletter to the next level and how you can maximize your newsletter real estate.

Finally, this list will conclude by ensuring that you leverage the fundamentals of email engagement for your newsletter.

LEARNING OBJECTIVES
  • identify ways to leverage new technologies to make your email newsletter more sophisticated
  •  learn how to save a lot of time spent on newsletter creation and distribution
  • how you can maximize your newsletter real estate
  • leverage the fundamentals of email engagement for your newsletter
SPEAKER BIOS

Erica Salm Rench
Director of Client and Market Success, Rasa.io
After working in enrollment management where she focused on recruitment strategy and marketing, Erica managed a team of online marketers at the largest digital marketing company in the Gulf South. There, she supported the web development, SEO, online advertising, and content marketing teams in executing strategies which elevated organizations to stand out and be seen amongst the chaos of the online marketplace. Now, as the Director of Customer Success at rasa.io, she gets to blend her love of customer support and digital marketing technology in order to support the incredible community of rasa.io customers.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) (NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Member and Stakeholder Engagement and Management CPE/CAE Credits 1.5
Prerequisites and advance preparation needed Preferably 1-year or more of experience in marketing or membership services/development. Advance preparation needed: None Cost $0.00

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How to Co-Create Powerful Video Stories with Your Members to Drive Authentic Engagement All Year Long

 

 

Webinar: group live presented online  ||  Attendance: 27 Associations  ||  Really great session, thank you all! || Thanks – great presentation || Thank you for having and sharing examples. They were all so effective. You put into words the thoughts that I have and it gave me a great foundation to explain value to other staff and leaders. || Excellent examples presented; overall great presentation

Click here for Recorded Webinar 

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

 

 

 

 

In our increasingly-connected digital world, associations need to find new ways to cut through the noise and authentically engage their members. By inviting your member community to join in the conversation with your organization, you’ll co-create powerful video stories that enable you to acquire new members, secure more renewals, and build a stronger, more loyal community.

Join Michael Hoffman, CEO of Gather Voices and Alexandra Bradley, Director of Communications and Engagement at the American College of Osteopathic Family Physicians, for a discussion about how leading organizations are leveraging user-generated content to drive more engagement than ever before.

 

LEARNING OBJECTIVES

Learning Objectives

  • Define the video marketing trends that are shaping the future of engagement
  • Identify the ways that leading organizations are leveraging user-generated video to acquire new members, secure more renewals, and build stronger, more loyal communities
  • Understand a framework for co-creating powerful video stories with your member
  • Explore real-world case studies that you can implement at your own organization
SPEAKER BIOS

Michael Hoffman
CEO, Gather Voices
Michael Hoffman is the co-founder and CEO of Gather Voices, a technology company that automates the creation, management and publishing of video content. He is also the founder of See3 Communications, a digital marketing agency in Chicago and founder of the DoGooder Video Awards which honors the best social cause video on YouTube each year. Hoffman has been an advisor to association leaders for more than a decade and teaches marketing at the University of Chicago. He is an internationally sought-after speaker and trainer.

Alexandra Bradley
Director of Communications and Engagement, American College of Osteopathic Family Physicians
Experienced marketing and communications professional who has built her career in nonprofit association management. Skilled in developing marketing strategy to increase engagement and grow revenue across organization-wide programs, including events, membership, publications, and awards.
Level Beginner Delivery Group Internet Based
CPE(NASBA Category) Computer Software & Applications Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Member and Stakeholder Engagement and Management CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed No prerequisites. Advance preparation needed: None Cost $0.00

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Implementing Technology Solutions at your Association: Lessons Learned [Panel Discussion]

 

 

Webinar: group live presented online  ||  Attendance: 68 Associations  ||  Reviews   ♦♦♦♦♦  ||  Great session. Most valuable info: spend adequate time on the “why” and define it with fair precision || Thank you, some good notes on things to ask/think about. || Very well run webinar || I liked the practical advice from the presenters || Very nice job of telling it like it is and getting attendee participation || Very good conversation, always educational and eye-opening || One of the most useful webinars I’ve watched this year

Click here for Recorded Webinar 

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

 

 

 

Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Business Management & Organization) Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed 1 year association experience. Advance preparation needed: None Cost $0.00

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Seven (7) Ideas to Leverage Your Association’s Data to Drive Member Engagement

 

 

Webinar: group live presented online  ||  Attendance: 61 Associations  ||  Reviews   ♦♦♦♦♦  ||  Thank you, this was great. Very engaging! || Very engaging presenter, thank you UST for providing this session and being intentional about make it accessible and interactive.  || Good takeaways

Click here for Recorded Webinar 

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

 

 

Level Beginner Delivery Group Internet Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Member and Stakeholder Engagement and Management CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed No prerequisites. Advance preparation needed: None Cost $0.00

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  • U.S. Transactions Corporation

    44044 Riverpoint Drive,
    Leesburg, VA 20176
    Phone: (866) 442-3327
    Fax: (866) 511-0935

  • Key Points About Services

    - Over the last 7 years, we have a client retention rate of 97.5% (vs. industry average of 67.4%).

    - Three consecutive years (2012, 2011, and 2010) in President’s Club

    - We prove and validate your success by providing an initial 6-month fee/savings analysis, and thereafter annually.