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 Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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 led by Greg Plotts, Partner, and Rob Eby, Partner, Aronson LLC
Wednesday, April 29, 2020
8:00AM -9:30AM
8:00AM -9:30AM
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
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
Group live presented online due to COVID-19
MEMBER RECRUITMENT & RENEWAL: What is your Association’s strategy to convert prospects to members? Other than converting in-person events to virtual, what have you done this year to increase member engagement utilizing existing or newly implemented digital platform(s)? — [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
Group live presented online due to COVID-19
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
Tuesday, September 29, 2020
9:30AM - 11:00AM EASTERN TIME
9:30AM - 11:00AM EASTERN TIME
Group live presented online due to COVID-19
The 2020 Race: More than just an Election – how is your Association engaging your members/constituents in a critical election year — [1.5 CAE or 1.5 CPE Credits]
Invited Association Directors for Government Affairs, Public Policy and Advocacy only
Moderated Roundtable discussion lead by Lee Sanders, SVP, Government Relations & Public Affairs / Corporate Secretary, American Bakers Association (ABA)
Wednesday, September 30, 2020
11:00 AM - 12:30 PM (EASTERN TIME)
11:00 AM - 12:30 PM (EASTERN TIME)
Group live presented online due to COVID-19
PCI Compliance Workshop 101 for Associations and Nonprofits [1.5 CPE or 1.5 CAE credits]
INVITED ASSOCIATION EXECUTIVES AND STAFF ONLY
Did you know that most PCI compliance practices begin with your finance team?
Join other associations (executives and staff) for PCI Compliance Workshop 101.
The Workshop will be conducted 100% virtually via Zoom and is for association executives and staff only (up to 5 people per association).
All attendees will be eligible for 1.5 CPE or 1.5 CAE credits.
There is no cost to attend, but registration is required in advance.
Thursday, October 8, 2020
9:30AM - 11:00AM EASTERN TIME
9:30AM - 11:00AM EASTERN TIME
Group live presented online due to COVID-19
Fast Data and Agile Analytics: How is your Association Harnessing your Data to Make Decisions – 2020 Best Practices and Issues — [1.5 CAE or 1.5 CPE Credits]
Invited Association Membership and Marketing Directors only
Moderated Roundtable discussion lead by Bob Davis, Vice President, Marketing, Membership & Engagement, American Society of Addiction Medicine (ASAM) and Lacy Packard, Director of Information Technologies, American Association for Justice (AAJ)
Thursday, October 15, 2020
10:30AM - 12:00PM EASTERN TIME
10:30AM - 12:00PM EASTERN TIME
Group live presented online due to COVID-19
How does your Association do Budgeting, Forecasting, Scenario Planning, Program Performance Evaluation? — Best practices and issues — [1.5 CPE or 1.5 CAE Credits]
Invited Association CFOs and COOs only
Moderated Roundtable discussion lead by Eileen Fox, Chief Financial Officer, Association of American Universities (AAU) and Jeremy Zissman, VP Finance, American College of Gastroenterology (GI)
Thursday, November 12, 2020
10:00AM - 11:30AM EASTERN TIME
10:00AM - 11:30AM EASTERN TIME
Group live presented online due to COVID-19
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)
Tuesday, December 1, 2020
10:00 AM to 11:30 AM EASTERN TIME
10:00 AM to 11:30 AM EASTERN TIME
Group live presented online due to COVID-19
MARKETING AUTOMATION AND AI – WHAT IS YOUR ASSOCIATION’S CURRENT STATE AND FUTURE PLANS? — [1.5 CAE OR 1.5 CPE CREDITS]
INVITED ASSOCIATION MEMBERSHIP AND MARKETING DIRECTORS ONLY
Moderated Roundtable discussion lead by Todd Tolbert, MBA, CAE, Chief Digital Strategy Officer, ASIS International
Thursday, December 3, 2020
9:30AM - 11:00AM EASTERN TIME
9:30AM - 11:00AM EASTERN TIME
Group live presented online due to COVID-19
Leadership: How do your Conversations drive the quality of Relationships and Results in your association: Best Practices and Issues — [1.5 CPE or CAE Credits]
Invited Association CFOs and COOs; Association C-Level Executives only:
Moderated Roundtable discussion lead by Richard Yep, CEO, American Counseling Association (ACA)
January (TBD)
Group live presented online due to COVID-19
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
Tuesday, January 12, 2021
10:00 AM - 11:30 AM (EASTERN TIME)
10:00 AM - 11:30 AM (EASTERN TIME)
Group live presented online due to COVID-19
Collaboration of the future – telephony, mobilization, user experience. Where are you taking your Association? — [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)
