Welcome to the presidential forum
2020 Calendar of Events
UPCOMING EVENTS
Wednesday, January 8, 2020
7:30AM - 9:30AM
7:30AM - 9:30AM
The City Club of Washington, DC
Digital Transformation at your Association: What have you accomplished, where do you go from here?
Invited Association CIOs, IT Directors and CTOs
Moderated Roundtable discussion lead by Prabhash Shrestha,PMP, CAE; EVP and Chief Digital Strategy Officer, Independent Community Bankers of America
Tuesday, January 28, 2020
7:30AM - 9:30AM
7:30AM - 9:30AM
The City Club of Washington, DC
Enterprise Risk Management for Associations and the CFO as the Chief Risk Officer of your organization — [1.5 CPE Credits]
Invited Association CFOs and COOs only
Moderated Roundtable discussion lead by Jeff Tomitz, CFO, National Electrical Manufacturers Association (NEMA)
Tuesday, February 18, 2020
7:30AM - 9:30AM
7:30AM - 9:30AM
The City Club of Washington, DC
What is your Membership & Marketing Strategy; and how effective is your Association in execution.
Invited Association Membership and Marketing Directors only
Moderated Roundtable discussion lead by Kerri McGovern, Senior Director, Membership, Association of Corporate Council (ACC)
Wednesday, March 11, 2020
7:30AM - 9:30AM
7:30AM - 9:30AM
The City Club of Washington, DC and Zoom Web-conference
Taming the Data-Beast: How is your Association taking structured and/or unstructured data and putting it work for you.
Invited Association CIOs, IT Directors, and CTOs only
Moderated Roundtable discussion lead by Gary Sundel, CIO, American Bankers Association (ABA)
Tuesday, April 7, 2020
10:00am – 11:15am
10:00am – 11:15am
Zoom Web-conference
How are you using Technology to address your Association’s and your member’s needs during this time of unprecedented disruption?
Invited Association CIOs, IT Directors, and CTOs only
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
Thursday, April 9, 2020
8:00am – 9:30am
8:00am – 9:30am
Zoom Web-conference
How are you using technologies to advance your Advocacy Mission and member engagement in this time of unprecedented disruption?
Invited Association Directors for Government Affairs, Public Policy and Advocacy only
Moderated Roundtable discussion lead by Mary Kate Cunningham, CAE, VP Public Policy, American Society of Association Executives (ASAE)
Moderated Roundtable discussion lead by Anna Amselle, CFO, National Association of Counties (NACo)
Moderated Roundtable Discussion of Association Executives lead by Greg Plotts, Partner, and Rob Eby, Partner, Aronson LLC
Wednesday, April 29, 2020
8:00AM -9:30AM
8:00AM -9:30AM
Zoom Web-conference
Non-Dues Revenue Growth – what has your Association done [or tried to do] to grow top line revenue and bottom line results?
Invited Association Membership and Marketing Directors only:
Co-Moderated Roundtable discussion lead by Kimberly Hall, Director of Membership, National Association of Counties (NACo) and Karim Guirguis, Chief Strategy & Innovation Officer, American Bankruptcy Institute
Wednesday, May 6, 2020
8:00AM - 9:30AM Eastern Time
8:00AM - 9:30AM Eastern Time
Zoom Web-conference
How do you attract and retain top IT talent, or How do you otherwise source your needs through 3rd parties
Invited Association CIOs, IT Directors, and CTOs only
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
Wednesday, May 20, 2020
8:00AM - 9:30AM Eastern Time
8:00AM - 9:30AM Eastern Time
Zoom Web-conference
How has COVID-19 Changed Your Association’s Business Model? What are you doing as CFO/COO to be a change agent in your Association? — [1.5 CPE Credits]
Invited Association CFOs and COOs only:
Moderated Roundtable discussion lead by Marc Charon, CFO, National Quality Forum
Thursday, May 28, 2020
9:00AM - 10:30AM Eastern Time
9:00AM - 10:30AM Eastern Time
Zoom Web-conference
ASSOCIATION ADVOCACY DURING COVID-19 1) How does your Association manage to push its organizational priorities in Washington. 2) What new software, applications, and tools has your Association been utilizing to reach and activate advocates, and what have the results been to date
INVITED ASSOCIATION DIRECTORS FOR GOVERNMENT AFFAIRS, PUBLIC POLICY, AND ADVOCACY ONLY
Moderated Roundtable discussion lead by Robert Schwartz, Ambassador Program Manager, Land Trust Alliance
Tuesday, June 9, 2020
9:30AM - 11:00AM EASTERN TIME
9:30AM - 11:00AM EASTERN TIME
Zoom Web-conference
Using Data and Using Technology to Drive Member Engagement and Acquisition. Best Practices & Issues
Invited Association Membership and Marketing Directors only:
Co-Moderated Roundtable discussion lead by Melody Jordan-Carr, VP Membership, American Trucking Association (ATA) and Darryl Walter, Director of Membership, Solid Waste Association of North America (SWANA)
Wednesday, June 17, 2020
2:00 pm - 6:00 pm EASTERN TIME ZONE
2:00 pm - 6:00 pm EASTERN TIME ZONE
Zoom Web-conference
Association Executives Peer Group Virtual Roundtable Symposium Day 1 — [1.5 CPE Credits]
INVITED ASSOCIATION EXECUTIVES ONLY
Moderated Roundtable Discussions lead by Association Executives TBD on the topics of 1) How is Your Association Pivoting to the world of Virtual Events & Conferences (Technology and Attendee Experience), and 2) CONFERENCE CANCELLED - Now What? How is Your Association Navigating the Cancelling or Rescheduling of your Conference? (Legal, Insurance, Finance, managing Attendee/Sponsor/Exhibitor Registrations)
[1.5 CPE Credits] -- DOWNLOAD PDF
[1.5 CPE Credits] -- DOWNLOAD PDF
Tuesday, June 30, 2020
12:00 pm to 3:00 pm EASTERN TIME ZONE
12:00 pm to 3:00 pm EASTERN TIME ZONE
Zoom Web-conference
Association Executives Peer Group Virtual Roundtable Symposium Day 2 — [1.5 CAE or CPE Credits]
INVITED ASSOCIATION EXECUTIVES ONLY
Moderated Roundtable Discussions lead by Association Executives TBD on the topics of 1) How does Your Association Use Data and Technology to Drive Member Engagement and Acquisition, Best Practices & Issues, and 2) Non-Dues Revenue. What has Your Association Done (or tried to Do) to Create Alternative Revenue Streams?
[1.5 CAE or 1.5 CPE Credits] -- DOWNLOAD PDF
[1.5 CAE or 1.5 CPE Credits] -- DOWNLOAD PDF
Thursday, July 16, 2020
9:30AM - 11:00AM EASTERN TIME
9:30AM - 11:00AM EASTERN TIME
Zoom Web-conference
What are your Association’s Top financial considerations in the Post-Pandemic World, or in times of hyper-change — [1.5 CPE or CAE Credits]
Invited Association CFOs and COOs only:
Co-Moderated Roundtable discussion lead by Samuel Gaillard, CPA, Chief Financial Officer, Center for Workforce Inclusion and A. Michael Gellman, CPA, CGMA, Faculty, Georgetown University, McCourt School of Public Policy, Center for Public and Nonprofit Leadership
Wednesday, July 22, 2020
9:00AM - 10:30AM
9:00AM - 10:30AM
Zoom Web-conference
How does your Association maximize the value of systems, data, processes: Best Practices and Issues — [1.5 CAE or CPE Credits]
Invited Association CIOs, IT Directors, and CTOs only:
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
Tuesday, July 28, 2020
9:30AM - 11:00AM EASTERN TIME
9:30AM - 11:00AM EASTERN TIME
Zoom Web-conference
INNOVATION IN ADVOCACY: What innovations have you recently adopted in executing your mission (connecting with Congress/States, partnerships, advocate training, etc.) — [1.5 CAE credits]
Invited Association Directors for Government Affairs, Public Policy and Advocacy only:
Moderated Roundtable discussion lead by Katherine McGuire, American Psychological Association (APA)
Co-Moderated Roundtable Discussion of Association Executives lead by Elisabeth Barna, Chief Operating Officer, American Trucking Association (ATA) and Greg Plotts, Partner, Aronson LLC
Wednesday, September 9, 2020
10:00AM - 11:30AM EASTERN TIME
10:00AM - 11:30AM EASTERN TIME
Zoom Web-conference
CONNECT, COLLECT, AND CONVEY. How does your Association CONNECT your members/constituents to your content (regardless of where the data resides), how do you COLLECT that content, and how do you CONVEY that content (Directory, Search, Listings, Maps, Widgets, etc.) — [1.5 CAE or CPE Credits]
Invited Association CIOs, IT Directors, and CTOs only
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
Thursday, September 10, 2020
9:30AM- 11:00AM
9:30AM- 11:00AM
Zoom Web-conference
Member Recruitment & Renewal: What is your Association’s strategy to convert prospects to members — [1.5 CAE or CPE Credits]
Invited Association Membership and Marketing Directors only
Co-Moderated Roundtable discussion lead by Ken Koepper, Director of Membership/Industry Outreach, Textile Rental Services Association (TRSA); and Sarah Lawler, Assistant Director of Marketing, Alliance for Academic Internal Medicine (IM)
Tuesday, September 22, 2020
10:00AM - 11:30AM EASTERN TIME
10:00AM - 11:30AM EASTERN TIME
Zoom Web-conference
Frauditing: What are you doing to prevent and detect fraud risk in your Association — [1.5 CPE or CAE Credits]
Invited Association CFOs, and COOs only:
Moderated Roundtable discussion of invited Association CFOs and COOs lead by Julie Broadway, President & CEO, American Horse Council & American Horse Council Foundation
October (TBD)
The City Club of Washington, DC and Zoom Web-conference
Starting or Re-invigorating your PAC – Best Practices and Issues
Invited Association Directors for Government Affairs, Public Policy and Advocacy only
Moderated Roundtable discussion lead by TBD -- [1.5 CAE or 1.5 CPE Credits]
Thursday, October 8, 2020
9:30AM - 11:00AM EASTERN TIME
9:30AM - 11:00AM EASTERN TIME
Zoom Web-conference
Fast Data and Agile Analytics: How is your Association Harnessing your Membership Data to make Important Decision – Best Practices and Issues — [1.5 CAE or CPE Credits]
Invited Association Membership and Marketing Directors only
Co-Moderated Roundtable discussion lead by TBD
Thursday, October 15, 2020
10:30AM - 12:00PM EASTERN TIME
10:30AM - 12:00PM EASTERN TIME
Zoom Web-conference
How does your Association do Budgeting, Forecasting, Scenario Planning, Program Performance Evaluation? — Best practices and issues — [1.5 CPE or CAE Credits]
Invited Association CFOs and COOs only
Moderated Roundtable discussion lead by Donald May, CFO, Mechanical Contractor Association of America (MCAA) - Invited
November (TBD)
The City Club of Washington, DC and Zoom Web-conference
How are you making sure that Your CEO* Understands What you are Saying: Best Practices and Issues (*and the rest of your Organization) — [1.5 CPE or CAE Credits]
Invited Association CFOs and COOs only
Moderated Roundtable discussion lead by Richard Yep, CEO, American Counseling Association (ACA)
Thursday, November 12, 2020
10:00AM - 11:30AM EASTERN TIME
10:00AM - 11:30AM EASTERN TIME
The City Club of Washington, DC and Zoom Web-conference
What is your most important Technology/Digital initiative in 2021 and how will you achieve it? — [1.5 CAE or CPE Credits]
Invited Association CIOs, IT Directors, and CTOs only
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
December (TBD)
The City Club of Washington, DC and Zoom Web-conference
What is your most important Membership/Marketing initiative for 2021 and how will you achieve it? — [1.5 CAE or CPE Credits]
Invited Association Membership and Marketing Directors only
Co-Moderated Roundtable discussion lead by TBD
