March 9, 2027

CPE Compliance Disclosure:

COURSE DESCRIPTION:

Every association has work that eats staff time but doesn’t need a human touch. And every association has members who want to feel known, not just processed.

AI can help with both. But it starts at the top.

This roundtable brings association CEOs and C-suite leaders together for a candid conversation about using AI to free up your team, put your content and data to work, and build a more personal relationship with every member.

What we’ll dig into:

Leading the shift
Efficiency gains don’t happen because a tool gets licensed. They happen when staff start thinking differently about their work. How are executives modeling that change and making it safe for teams to experiment?

Rethinking the jobs to be done
Every association runs on the same core jobs: answering member questions, processing registrations, producing content, managing renewals. Which of those can AI handle, and what higher-value work should your people move toward?

Putting your content and data to work
Associations sit on years of articles, research, session recordings, and member data. How can AI help you surface what matters, so you’re easier to find and more useful to members?

Building a true 1-to-1 relationship
Every event registration, email click, community post, and support call tells you something. How can you use those interactions, including the messy, unstructured ones, to understand where each member is headed and what they need next?

No slides, no sales pitches. Just leaders comparing notes.

Learning Objectives

INSTRUCTOR(S): TBD

DELIVERY METHOD: Group Internet-Based

CPE CREDITS: 1.5

LEVEL: Intermediate

NASBA CATEGORY: Business Management & Organization

CAE Subject Domain: Organizational Strategy

PREREQUISITES:  C-Level Management Experience

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

U.S Transactions Corp. (CPE Sponsor ID: 138278) 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: www.NASBARegistry.org.