April 16, 2025

CPE Compliance Disclosure:

COURSE DESCRIPTION:

Delivering a personalized member experience is key to engagement and retention, but it shouldn’t require endless manual effort. Today, members expect a highly personalized experience from day one – which means associations must move beyond one-size-fits-all automation and create truly personalized member journeys. But how do you achieve this without adding hours to your workload? In this roundtable discussion, we’ll explore practical strategies for shifting from transactional engagement to a more personalized approach—leveraging data, automation, and member insights to drive deeper connections. Join us to explore how smarter strategies can enhance engagement, improve retention, and free up your team’s time for high-impact initiatives.

LEARNING OBJECTIVES:

  • Analyze opportunities to transform the member experience from transactional to personalized while maintaining operational efficiency.
  • Evaluate strategies for leveraging data and automation to enhance member-specific engagement.
  • Design a “super member profile” that streamlines personalization and strengthens member retention.

INSTRUCTOR(S): Dave Miller, Director of Membership, Partnerships & Business Development, Voluntary Protection Programs Participants’ Association (VPPPA)

DELIVERY METHOD: Group Internet-Based

CPE CREDITS: 1.5

LEVEL: Intermediate

NASBA CATEGORY: Communications & Marketing

CAE Subject Domain: Marketing & Communications

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.