W136: ASK, CAPTURE and ACT to Engage New and Renewing members – [1.5 CAE / CPE credits]
Do you find that you’re guessing what it is your members need? Or are you struggling to understand why they do the things they do, or don’t do?
Thursday, March 18, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Contextual Engagement is the process of ASKING questions, CAPTURING context, and ACTING with automated workflows and alerts. It helps organizations engage members with more relevance and personalization throughout the member journey.

Combining Contextual Engagement with your existing marketing efforts will allow you to more effectively meet member needs and drive higher return on your marketing investment.

Join us for a short presentation and discussion about what Contextual Engagement is and how associations are using it to drive revenue.

Learning Objectives
  • Understand the Ask, Capture, Act methodology
  • Learn question asking techniques for improving member engagement outcomes, and improving response rates
  • Learn how to analyze responses and how this informs the interests of the members
  • Learn technology tools for acting in real time as a result of captured responses.
Dave Will
Co-Founder and CEO, PropFuel
While working for SAP, a multi-billion dollar software company, nearly 20 years ago, I was advised to “walk faster and smile less, because perception is reality”. I took this to heart and started a business based around the antithesis of this advice.​ It was 2001 when I started what became Peach, a Learning Platform software company, and recently finalized a successful sale to AKKR, a private equity firm. Currently, I’m working on PropFuel, a Feedback Automation Platform designed to capture the voice of your stakeholders: employees, customers, members, etc… through feedback campaigns.
Amy Hemphill
Senior Director, Member Relations at ASAE: The Center for Association Leadership
Senior Director with over ten years of managerial experience in a highly recognized association. Expertise in member services to develop and implement processes to solicit new members, member engagement, onboarding and retention in conjunction with, promoting and implementing customer service standards, as well as formulates, implements, and manages non-dues revenue sales. Enables the membership team and the organization to respond to the needs of current and prospective members.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Communications and Marketing Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Membership Development 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
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: