W127: Data Analytics for Association Leadership 2021
Tuesday, November 17, 2020
11:00 AM - 12:30 PM (EASTERN TIME)

Take part in an exhilarating conversation detailing how modern data analytics helps you better understand your members (and non-members) by pulling together the 80% of your member data that is NOT stored in your AMS/CRM system and analyzing/delivering it in new and productive ways.

Highlights will include:

  • Insights for Everyone – Analytics for Leadership, Staff, and Board
  • Member-Facing Analytics – the Overlooked Way to Monetize Your Data
  • How a Data Analytics Solution Delivers Org-Wide Agreement on Metrics
  • Supporting and Engaging Components with Data Analytics
  • Dramatically Enhanced Member Engagement Scoring

If you haven’t seen Data Analytics for Associations recently, join us to see what’s now possible!

Learning Objectives
  • understand how to create meaningful executive dashboards to help with decision making.
  • how to use data analytics to help make decisions which lead to dramatically enhanced member engateement
  • approaches to monetizing important data in your association.
Rob Miller, MPA CAE
General Manager, Gravitate Solutions
Rob Miller, MPA CAE, is Senior Vice President of Revenue at Gravitate Solutions, Alexandria, VA. As SVP, Rob will utilize his deep association industry expertise and leadership experience to help guide corporate strategic direction, product direction, and oversee customer relations, sales and marketing. Rob was previously President and Co-Founder of Avectra (Abila). Education: Bachelor’s degree from Gustavus Adolphus College and a Master’s Degree in Public Administration from American University.
Rebecca Duff, PMP
Director, Client Success at Gravitate Solutions
Rebecca Duff, PMP, is Director of Client Success at Gravitate Solutions. She was previously a Senior Consultant at CRGT, Inc. (formerly Johntson McLamb). Education: Bachelor’s degree from William and Mary College and Master’s degree in Information Sciences from George Washington University.
Lacy Packard
Director of Information Technology, American Association for Justice
Lacy Packard, Director of Information Technology, American Association for Justice. Education: Master of Arts, Political Management, The George Washington University, Washington, DC; Bachelor’s degree in Political Science from Oklahoma State University.
Andrew Thomason
Director of Marketing and Communications, Illinois Principals Association Education
Experienced communications and marketing specialist with a demonstrated history of working in the media and non-profit world. Skilled in Business Analytics, Targeted Marketing, News Writing, Adobe Creative Suite, Editing, and Public Speaking. Strong media and communication professional with a Master of Arts (M.A.) focused in Public Affairs Reporting from University of Illinois Springfield.
Terry Dowdy, CAE
Director of Information Technology & Web Services, Tax Executives Institute.
Self-directed, highly motivated, detail oriented technical professional with over 28 years of IT experience, 22 years of association IT experience, and over 20 years in supervisory and management roles. Combines strong analytical, troubleshooting and technical acumen with solid leadership, project management and team-building skills to consistently deliver productive technological solutions. Earned my CAE designation in August 2020.
Shane Kelley
Director of Member Services, 340B Health.
Development/Outreach: Seven years experience building and maintaining business relationships. Exceeded development goals at 340B Health, Westfield and McCready while increasing membership rolls. Five years experience designing and executing outreach programs/ events targeting the general public and business leaders. • Marketing: Developed and executed system-wide marketing plans designed to support firm’s strategic vision. Employed numerous communications tactics successfully engaging internal and external audiences. Standardized communication processes and worked across departments to edit and improve materials for brand consistency. • Program/Event Management: Six years experience developing and evaluating communication programs; planning and evaluating program effectiveness; developing and evaluating program budgets; and promoting/ executing events such as health fairs, ground breakings and educational seminars. Experience presenting to diverse audiences including chambers of commerce, civic groups, small businesses and healthcare organizations.
Level Intermediate Delivery Group live presented online due to COVID-19
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed some background in marketing or IT Cost Free
Refund and Complaint Resolution Policy:

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: