W130: Association AMS/CRM solutions: Best-in-Breed vs. All-in-One

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Course Title W130:  Association AMS/CRM solutions:  Best-in-Breed vs. All-in-One

 

Date and Time: Thursday, December 3, 2020 from 1:00 p.m. to 2:30 p.m. (EASTERN TIME)
Description Finding the right technology solutions for your organization often comes down to two big comparisons: Best-in-Breed software solutions or an All-in-One packaged solution?

Your CRM/AMS needs to be built with an eye towards integration, growth and change. Join this all-star panel as they share their learning lessons and expertise from over 100 years of combined Association Technology experience.

Instructor Bios: Craig Dellorso, CEO and Co-Founder, Confluence Global

Lee Hornstein, Founder and CEO, C Systems Global

Toni ValentiMarketing and Membership Director, New York County Lawyer’s Association

Tori Miller Liu, CAE, MBA, Director of Information Systems, American Speech-Language-Hearing Association

Instructor Bio: Craig Dellorso, CEO and Co-Founder, Confluence Global

Based in Fairfax, Virginia, Craig calls upon 20 plus years of extensive leadership, technology, and operations experience in the Association and Non-Profit space to provide customers with transformative solutions and guidance. Having worked both in an association and as a vendor to the industry, his blend of experience provides Association and Non-Profit clients a unique and valuable perspective for success. He has built a reputation of integrity, innovation, and service excellence.

Craig served as the Chief Customer Officer for Abila (formerly Avectra), a provider of association management software. In that role, he oversaw a staff of 120 who were responsible for selling, delivering professional services, training, and customer support of three product lines to more than 1,750 organizations. Prior to that, Craig served in roles as the Chief Information Officer for the National Association of College & University Business Officers (NACUBO), and General Manager, mindSHIFT Technologies.

Lee Hornstein, Founder and CEO, C-Systems Global

Lee has been a champion for the implementation and support of sophisticated, vertical market application software since 1980. Lee brings a deep knowledge and understanding of project management processes, membership and fundraising applications, accounting, order fulfillment, customer service, and distribution systems.

One of Lee’s proudest achievements was his involvement in the initial formation of NiUG, the International iMIS User Group, which currently has over 800 organization members and 7,000 active members. Lee and his team are very active in the iMIS community as C Systems is regarded as one of the largest and most experienced Authorized iMIS Solution Partners (AiSP). C Systems is a multi-year winner of ASI’s AiSP of the Year award, an achievement that salutes the hard work and dedication of the talented C Systems team members.

Toni Valenti

Marketing and Membership Director, New York County Lawyer’s Association

Tori Miller Liu, CAE, MBA

Tori Miller Liu is the Director of Information Systems at the American Speech-Language-Hearing Association (ASHA). She is a technology leader with extensive experience in association management, strategic planning, information systems, and data analytics. Previous to ASHA, Tori was the Vice President at Association Analytics and Vice President of Technology and Strategic Initiatives at the Global Cold Chain Alliance. Tori is a past member of the ASAE Technology Section Council and a founding member of Association Women Technology Champions. She is a Certified Association Executive and holds an MBA from George Washington University.

Level Intermediate
NASBA Category Information Technology
CAE (Field of Study) Administration
Prerequisites and Advance Preparation 1-year experience or more with AMS systems in nonprofit organization.  No advance prep required for course.
Delivery Group live presented online due to Covid-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives Learning Objectives:

·         How to evaluate and determine which path is best for your organization?

·         Real world case studies and industry examples

·         What you need to know to make the right decision.

 

 

 

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