CPE Compliance Disclosure:

COURSE DESCRIPTION:

The system that holds member data shapes what an association can do with it. For decades, that system was a purpose-built AMS. Today, more associations are building directly on a CRM instead, trading some out-of-the-box association functionality for flexibility and a fuller view of every relationship. Behind that choice sits a second one: rely on an all-in-one platform, or build a best-of-need ecosystem. In this session, association executives who chose differently share what prompted the question, which options they weighed, and what tipped the balance. Through executive-level discussion, the session examines how data ownership, contract timing, staff capacity, and mission shape both decisions.

Learning Objectives

• Understand the strategic trade-offs between a purpose-built AMS and building directly on a CRM
• Learn how all-in-one and best-of-need approaches compare across data ownership, contract timing, staff capacity, and mission
• Identify leadership actions that set a clear path forward, whichever platform and approach the organization chooses

INSTRUCTOR(S):

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.