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present the Learning Lab



        Membership
       Marketing on a
        Shoestring

         Tuesday, August 18, 2009
            9:00 – 10:15 a.m.

                       Content Leaders:
       Elizabeth Weaver Engel, MA, CAE,
    Director of Marketing & Sponsorship, NACHRI
                      Kathleen Wilson, CAE
                       Executive Director, NATLE



                         2009 Annual Meeting & Expo
                              Toronto, Canada



All contents copyright 2009, ASAE & The Center for Association Leadership, except noted selections
                 which have been reprinted with permission of the copyright owner.
Case Study:
                                                                                      American Political Science Association

           Membership Marketing                                                       What happens when
                                                                                       you have TONS of
           on a Shoestring Budget                                                      Word of Mouth
                   Tuesday, August 18, 2009
                      9:00 – 10:15 a.m.                                               …and it’s all BAD?


                              Content Leaders:
Elizabeth Weaver Engel, MA, CAE, Director of Marketing & Sponsorship, NACHRI
              Kathleen Wilson, CAE, Executive Director, NATLE
                                                                 www.asaecenter.org


               Connecting Great Ideas and Great People                                                               www.asaecenter.org




              Case Study:                                                                         Case Study:
  American Political Science Association                                              American Political Science Association

         Membership is
                                                                                      Who is allowed to say…
           (say it with me)


   EVERYONE’S business                                                                      “Yes”


                                                            www.asaecenter.org                                       www.asaecenter.org




              Case Study:                                                                         Case Study:
  American Political Science Association                                              American Political Science Association


  Take the long view                                                                  Bad WOM      Good WOM




                                                            www.asaecenter.org                                       www.asaecenter.org
The Membership Culture                              The Membership Culture
                                                               Create Your #1
         How does your board view                         Membership Marketing Team!
         membership recruitment?




                                    www.asaecenter.org                                             www.asaecenter.org




          The Membership Culture
              Volunteer Leaders
                   k
                or
              W
      The Courtship        The Engagement
           ip
       r sh
     be
M em




                                    www.asaecenter.org                                             www.asaecenter.org




        The Membership Culture
          Volunteer Leaders
                                                         Come on Down to the Membership Roundup!

                                                          Who: The FSA Board
                              Get
                              promises                    What: A Membership Phonathon
                              and keep                    When: September 15th Noon – 3:00 p.m.
                              score                                BBQ & fixins will be served
                                                          Where: The FSA Corral, 123 Main Street


                                    www.asaecenter.org                                             www.asaecenter.org
The Membership Culture                                                                       MAJ Board Baseball
                Volunteer Leaders                                                             Batter Up for the 2008-09 Game!
                                                                                         Triples                                                                                 Singles
                                                                                          Eric Clapton                 Grand Slams!                                            Michelle Bloomfield
                                                                                                                                                                                   Petra Green
                                                                                          Robert Cray
                                                                                          Ronnie Earl                     Barry Adams (5)                                          Freddie King
                                                                                                                                                                                     Otis Rush

                                         Reward &                                          Buddy Guy
                                                                                       Steven R. Vaughan
                                                                                                                       Richard Chalmers (4)                                      Hubert Sumlin
                                                                                                                                                                                    M. Waters
                                                                                                                            Sue Pyle (7)                                          Dinah Winters

                                         Celebrate!                                      Doubles                       Martha Stewart (11)
                                                                                          Cindy Axelrod
                                                                                           John Blaine                    Gary Wilkins (6)
                                                                                            Pat Blaire
                                                                                                                          Tom Wright (8)                                       The Dugout
                                                                                           Jeff Caster                                                                             Clive Akins
                                                                                           Mimi Caster
                                                                                                                         Louise Zambri (9)
                                                                                                                                                                                  Merry Schmidt
                                                                                                                                                                                 Tommy Ponders
                                                                                                                                                                                  Stu Robinson
                                                                                                                                                                                 Alexis W. Senn




                                                                                                     Thanks to Susan Smith, Development Director, MI Association for Justice
                                                                 www.asaecenter.org                                                                                            www.asaecenter.org




                                                                                                                    Membership Fun
                                                                                       M&Ms –
                                                                                        The Real Meaning
                                                                                           m

                                                                                                 mm m
                                                                                                   m
                                                                                                    m m
                                                                                                     m
                                                                                                   m


SAMPLE CHART FOR BOARD
                                                                 www.asaecenter.org                                                                                            www.asaecenter.org




          Lifetime Value of a Member                                                                      The Membership Culture
                                                                                                             Professional Staff
                                 Other
                                member                                     Total                                                                   Paying Members =
                                services  Affinity        Voluntary      (Running
 Year     Dues        Seminars purchases Programs          Giving          Sum)                                                                     Paid Employees
  1           $195          $300        $100       $10           $250       $855.00
  2           $195          $300        $100       $10           $250      $1,710.00
  3           $195          $450        $100       $10           $125      $2,590.00
                                                                                                                                                   Everyone works in
  4           $295          $200        $250       $10           $125      $3,470.00
                                                                                                                                                      membership
  5           $295          $300        $200       $15           $125      $4,405.00
 Totals   $2,120.00     $2,450.00   $1,075.00   $115.00      $1,475.00     $7,235.00
                                                                                                                                                 Orient, train, teach



                                                                 www.asaecenter.org                                                                                            www.asaecenter.org
The Membership Culture                                      Case Study:
             Professional Staff                             Consortium for School Networking


  Earners vs.                                           It’s all in the details
   Spenders
Bomb the “silos”
 Every contact
    counts




                                   www.asaecenter.org                                  www.asaecenter.org




             Case Study:                                              Case Study:
   Consortium for School Networking                         Consortium for School Networking


Word of Mouth                                           Volunteers are your
                                                          BEST resource
     (again)




                                   www.asaecenter.org                                  www.asaecenter.org




             Case Study:
   Consortium for School Networking


DO sweat the small                                       Tie it all up!
  stuff
      (sometimes)

                                                          TIPS FOR THE SHOESTRING
                                                          MARKETER

                                   www.asaecenter.org                                  www.asaecenter.org
Your Turn
            Shoestring Experience
                                                             Audience Q & A




                                        www.asaecenter.org                    www.asaecenter.org




          Contact Information
Elizabeth Weaver Engel, MA, CAE
Director of Marketing & Sponsorship
NACHRI
Eengel@nachri.org        703.797.6041

Kathleen Wilson, CAE
Executive Director
NATLE
kwilson@natle.org        850.668.6905


           SEE YOU NEXT YEAR!
          Annual Meeting & Expo
           August 21 - 24, 2010
             Los Angeles, CA
                                        www.asaecenter.org
present the Learning Lab

   Membership Marketing on a
         Shoestring


       SAMPLES & TIPS




                                    Content Leaders:

                 Elizabeth Weaver Engel, MA, CAE,
               Director of Marketing & Sponsorship, NACHRI
                                              and
                            Kathleen Wilson, CAE
                             Executive Director, NATLE




All contents copyright 2009, ASAE & The Center for Association Leadership, except noted selections
                 which have been reprinted with permission of the copyright owner.
TIPS, TRUTHS & IDEAS FOR MEMBERSHIP
MARKETING ON THE CHEAP
    1. Barter! Find a complimentary organization or two, and swap member lists,
       swap magazine ads, swap e-newsletter promotions, swap banner ads, swap
       conference attendance/booths/speaking spots, etc.

    2. Piggyback printing with another job: ask your printer what will be printed close
       to your printing date to see if you can get a volume break on paper.

    3. Membership recruiting is an eternal program, not intermittent campaigns. Have
       a plan! The same is true for retention.

    4. Dumpster Dive! Speaking of printing, ask to use the scraps! You can actually
       develop a nice one-liner insert for your next direct mail campaign by printing
       on the pieces that will be trimmed from your job or another’s. (I even had
       notepads made for the office once by asking the printer to gum the tops of the
       trimmed scraps from a print job.)

    5. Email! It takes time, but you can do personalized, segmented HTML emails
       using some very simple shareware tools (World Merge and its ilk), some skill,
       and a little leg work. It doesn’t require subscription to MagnetMail or its ilk
       (although that does make things WAY easier).

    6. When developing your Membership Plan use a simple business plan as a
       template. It will help you stay focused and set goals based on what is realistic
       and feasible. Include your volunteers when developing The Plan to ensure
       inclusion and buy-in.

    7. Break rules every once in awhile. Don’t be afraid to do the thing that you’ve
       always been told won’t work. Only do it more creatively and with a twist.

    8. Word of Mouth! Who are your passionate members and volunteers? If you
       know, ask them to spread the word about the exciting things you’re doing (you
       are doing exciting things for them, right?). If you don’t know, FIND OUT!

    9. Collect testimonials at every event to use in your marketing. It’s the next best
       thing to personal contact.

    10. Take the time to hand-sign letters. Pay students or others to hand address
        envelopes and sign letters. Or, to write on Post-It notes that can be attached
        to letters.
ASAE & The Center Learning Lab: Membership Marketing on a Shoestring Budget August 18, 2009, 9:00 – 10:15 a.m.
Elizabeth Weaver Engel, MA, CAE, Director of Marketing & Sponsorship, NACHRI; and Kathleen Wilson, CAE,
Executive Director, NATLE
                                                                                                       Page | 3
11. Customer Service! Don’t underestimate the value of excellent customer service
        at every level, from the CEO to the mail clerk. Retention is even more
        important than recruitment – it’s a much lower cost, higher value transaction.
        “How can we serve our members better today than we did yesterday?”

    12. Avoid the “seen it, can skip it” fatigue when integrating membership
        applications or messages in your publications with seasonal themes that can be
        re-used each year with minimal updating.

    13. When mailing to prospects use your membership chair’s letterhead and
        envelopes. It will be more personal than coming from the association.

    14. Little things mean a lot! Get the invoices out on time. Proof read all written
        communications. Test your emails to make sure your links work. Double-check
        to make sure your return address (snail- or email) is correct in your marketing
        materials.

    15. Need to recruit students? Hold a “beer and pizza” party during orientation. Or
        anything that offers free food with some fun thrown in.

    16. Consider offering American Express gift cards, Starbucks gift cards, or some
        other personal incentive to ALL recruiters. With the Starbucks card you can say
        something like “We want to buy you a cup of coffee!”

    17. Experts say the List contributes 40% to your success, the Offer 40%, and
        Creative just 20%. It's not how pretty it looks but what you propose and to
        whom you propose it. (http://www.marketinggeneral.com/default.asp?section=90)

    18. Repeat…three-peat…four-peat… Never assume your members know what you
        are doing for them. Consider little blurbs on your website, in your publications,
        in emails, on educational brochures and anywhere else that says “Did you
        know? Your membership includes…” Make it short and sweet.

    19. At least once a year mail something first-class, Address Correction Requested,
        to your entire prospect list to update moves and address changes.

    20. Integrate your membership marketing in EVERYTHING! Consider a line like
        “Send us a prospect for membership and when they join we’ll send you a $10
        gift card for American Express!” for your email signature, your fax cover pages,
        your website, seminar brochures and anywhere else that will be seen by your
        members.


ASAE & The Center Learning Lab: Membership Marketing on a Shoestring Budget August 18, 2009, 9:00 – 10:15 a.m.
Elizabeth Weaver Engel, MA, CAE, Director of Marketing & Sponsorship, NACHRI; and Kathleen Wilson, CAE,
Executive Director, NATLE
                                                                                                       Page | 4
Online Resources
        M&Ms: http://www.mms.com/us/

        Cheap Local Printing: http://www.minutemanpress.com/

        Online Printing: http://www.printingforless.com/ and
        http://www.vistaprint.com

        Blogs: http://www.vistaprint.com/vp/welcomeback.aspx?xnav=logo

        Elizabeth’s Blog! http://thx4playing.blogspot.com/

        Bob Harris: http://www.nonprofitcenter.com/ (check out how to turn
        intangibles into tangibles)

        Membership Guru: http://www.baileadership.com/




ASAE & The Center Learning Lab: Membership Marketing on a Shoestring Budget August 18, 2009, 9:00 – 10:15 a.m.
Elizabeth Weaver Engel, MA, CAE, Director of Marketing & Sponsorship, NACHRI; and Kathleen Wilson, CAE,
Executive Director, NATLE
                                                                                                       Page | 5
member                             member



                     tAke the ChAllenge
Did you know you could earn up to $500 off your CDA membership?

             Recruit a new member and receive $100 which you may:
             1. Apply toward your CDA dues
             2. Donate to the CDA Foundation
             3. Apply to your member’s first year dues

             Recruit 5 new members and receive $500 in incentives!


                 Here’s how:
                 •     Seek out a colleague that is not a CDA member
                 •     Share why CDA membership is important to you
                 •     Provide your colleague with an application
                       after you have included your name as the referral
                 •     Applications are available at cda.org




                     Dr. Rex Yaness,                                                                   ... and his father did too.
         referred a new member …                                                                           – Dr. Roy Yanese.




 You must be a CDA member to qualify. The offer is limited to $500 per member/per year. Credit will be applied toward the following year’s dues.
member                             member



                     tAke the ChAllenge
Did you know you could earn up to $500 off your CDA membership?

             Recruit a new member and receive $100 which you may:
             1. Apply toward your CDA dues
             2. Donate to the CDA Foundation
             3. Apply to your member’s first year dues

             Recruit 5 new members and receive $500 in incentives!


                 Here’s how:
                 •     Seek out a colleague that is not a CDA member
                 •     Share why CDA membership is important to you
                 •     Provide your colleague with an application
                       after you have included your name as the referral
                 •     Applications are available at cda.org




           Dave Tajima, UCLA                                                                                  Iris Han, DDS




 You must be a CDA member to qualify. The offer is limited to $500 per member/per year. Credit will be applied toward the following year’s dues.
When every dollar counts
WIth Membership                                       WIthout Membership

฀ ฀ 0 CE units at San Francisco & Anaheim meetings,
  5                                                   50 units from outside CE providers to maintain
  and exclusive member pricing on dental equipment,   dental license = $2,000*
  supplies, and services – all under one roof


฀ ฀ eer Review – dispute resolution process
  P                                                   Litigation with legal representation fees = $300/hr.*


฀ ฀ DA Update & The CDA Journal
  C                                                   1 year subscription to both award-winning
                                                      dental publications = $75


฀ ฀ EW IN 2009 – CDA Practice Support Center
  N                                                   Outside Consultants
  • Employment practices & advice                       • Regulatory compliance manual with 1 year of phone
  • Regulatory compliance & advice                         guidance = $450*
  • Practice management resources & advice              • ฀ ffice employee manual from practice management
                                                           O
                                                           consultant = $2,400*
  • Dental benefit plan assistance & support
                                                        • ฀ hone consultations with management firm = $300/hr.*
                                                           P
  • Staff support online, phone, or e-mail
                                                        • ฀ resentations and telephone assistance on insurance
                                                           P
                                                           and regulatory compliance issues = $150/hr.*
                                                        • ฀ hone consultations with management firm = $300/hr.*
                                                           P
                                                        • OSHA Compliance Posters = $30*


฀ ฀ egislative Advocacy – a voice in protecting the
  L                                                   Private representation before the Legislature – cost prohibitive
  profession and contributing to its future


฀ ฀ DIC and TDIC Insurance Solutions
  T                                                   Identify, evaluate and purchase separate insurance policies
  Products & Services                                 and services
  • Risk management advice hotline                       • Legal services = $300/hr.*
  • Personal insurance lines                          ฀ • Separate policies for life, health, disability, auto,
  • ฀ isk management seminars - Discount on
     R                                                     home, and other insurance needs = Extra time,
     TDIC Professional Liability insurance premium         risk, and dollars
                                                         • No discount on insurance premium


฀ Online classified ads at cda.org
  ฀                                                   Employment ads on Monster.com and
                                                      Careerbuilder.com = $300/ad*


฀฀ ndorsed Programs – exclusive CDA member
 E                                                    An extra $800* on retail office supplies from Staples, an
 discounts on offices supplies, merchant credit        extra $450* on merchant credit card fees through Elavon
 card fees, and more




CDA membership saves you money
 *Dollar figures are cost approximations based on comparable service and fees available outside of CDA.
NAIFA’s SOAR Program
NAIFA’s SOAR Program is a membership management method designed to make the work of member-
ship easier by dividing it up amongst membership teams. Implement all of the membership activities
listed below to help your association reach its membership goal.


                       SUSTAIN                 OBTAIN                ATTAIN                RETAIN
Activities        •   Gets members       •   Secures agency    •   Gives agency      •   Maintains
                      involved in            presentation          presentations         Seven Touches
                      Local activities       invitations and                             Program
                                                               •   Develops and
                                             works with
                  •   Greets meeting                               promotes          •   Develops and
                                             Agency
                      attendees                                    new member            promotes
                                             Managers
                                                                   campaigns;            lapsed
                  •   Promotes NAIFA
                                     •       Develops              i.e., National        campaigns
                      benefits
                                             relationships         Membership
                                             with NAILBA           Day and Each
                                             members               One-Reach One
                                                                   campaigns, etc.

Characteristics   •   Outgoing           •   Well-connected    •   Salesperson       •   Task-oriented
of Team
Members           •   Good               •   Center of         •   Closer            •   Organized
                      communicator           Influence
                                                               •   Strong            •   Good
                                         •   Credible              presenter             communicator
                                         •   Sets the Table    •   Passionate        •   People-
                                                                                         oriented
Get in the 2008-09 Game!
   MAJ’s Membership Committee invites every MAJ member to Get in the Game! by participating in MAJ’s New-
   Member-Contest. The member who recruits the most New Members* between May 1, 2008 & April 30, 2009 will
   win a FREE year’s Sustaining Membership worth $695 which includes free admission to all one-day MAJ
   seminars. Additionally, anyone hitting a Grand Slam--recruiting 4 New Members--gets their name entered in a
   drawing to win a FREE year’s Regular Membership worth up to $375. Participating in this contest is easy. Simply
   call MAJ & request a membership application, 517.321.3073, or volunteer for an upcoming Phonathon where you’ll
   be provided with a list of hot prospects. With a little effort, you could win!

Who’s on First? Second? Third? . . . Recruited 4 NEW members?
         Doubles                                                                                Singles
                                                                                                Jerry Acker
     Michael Behm
    Larry Bennett
     John Bredell
                                             Grand Slams!                                    Stephanie Arndt
                                                                                               Ronald Bahrie
                                                                                                 Mark Bello
    Terry Cochran                              Joel Alpert (5)                                Greg Bereznoff
     Vince Colella
     Stan Feldman
                                               Barry Gates (8)                                 Sam Bernstein
                                                                                               John Charters
      Jon Frank                              Scott Goodwin (7)                                  Brian Dailey
    Steve Goethel
     David Haron
                                             Richard Kepes (9)                                  Bob Darling
                                                                                            Patrick J. Derkacz
    Ray Horenstein                         Marla Linderman (11)                               Eugenie Eardley
     Traci Kornak
    Cary Makrouer
                                              Brian McKeen (4)                               Chad Englehardt
                                                                                              Barry Goodman
     Arnie Matusz                            Brian McKenna (5)                                 Steve Gursten
     Wayne Miller
    Michael Morse
                                             Paul Stevenson (4)                                 Ven Johnson
                                                                                                 Jason Liss
     Joey Niskar                             Judy Susskind (5)                              Brian Lonnerstater
     Bobby Raitt
                                               Linda Turek(9)                                  Bernie Mindell
    Mel Saperstein
   Jason Thompson
                                     Triples                                                  James O’Toole
                                                                                              Juliana Sabatini
   Jason Waechter             Devon Glass
                                                                                               Marc Shefman
                            Frank Rhodes III                                                    Phil Serafini
                             Ed Souweidane                                                     Lynn Shecter
                                                                                                Stuart Sklar
                               Rick Warsh
                                                                                              Robert Sickels
                              Lisa Welton                                                        Tim Smith
                            J.D. Winegarden                                                    Ronni Tischler
                                                                                               Randy Wallace
                                                                                                Ken Watkins
                 in the   DUG-OUT as of April 30, 2009                                      Scott Weidenfeller
                                                                                               Susan Wright
Dan Beck               Debra Freid          Dan Romano          Nora Wright
Mark Bernstein         Steven Goren         Craig Romanzi
Bill Boyer Jr.         Troy Haney           Glenn Saltsman
Margaret Browning      James Hofer          Anne Schoepfle
Stepfani Carter        Colleen Kavanaugh    Paul Shibley
David E. Christensen   Joumana Kayrouz      Lee Steinberg
Richard Clark          Jefffrey Kirschner   Gerald Thurswell
Barry Conybeare        Dani Liblang         Matthew Turner
Dennis Czeryba         Marc Lipton          Rebecca Walsh      *Note: The Game designates
Jo Robin Davis         Brian McKeen         Tom Waun           A New Member as someone
Ron DeNardis           Wolfgang Mueller     Ron Weiner         who has never been an MAJ
Barry Fagan            Dan O’Neil           Paul Whiting III   member or who has not paid
Don Ferris             Tom Randolph III     Alan Wittenberg    dues since Dec. 31, 2006.
A TEAM                     OF         WINNERS...
Congratulations to Marla Linderman, Linderman Julien, Ann Arbor for recruiting the most NEW members during
the 2008-2009 MAJ Membership Recruitment Contest! For strengthening the MAJ ranks with 11 new members,
Linderman won an MAJ Sustaining Membership. Veteran recruiter Richard Kepes, Kepes & Wine, Southfield was
the deserving winner of the Annual Meeting drawing for a FREE Regular Membership.

             A hearty thanks to all those who participated in the year-long membership
             recruitment effort! You made a big difference by recruting 168 new members!




                                Grand Slams!                                                 Singles
                                                                                        Jerry Acker
                                           Joel Alpert (6)                            Stephanie Arndt
         Doubles                           Barry Gates (8)                              Ronald Bahrie
       Michael Behm                                                                   Greg Bereznoff
        Mark Bello                        Scott Goodwin (7)                            Sam Bernstein
      Larry Bennett                       Richard Kepes (9)                              Brian Dailey
       John Bredell                       Traci Kornak (4)                               Bob Darling
      John Charters                                                                   Patrick Derkacz
       Vince Colella             Marla Linderman (11)                                 Eugenie Eardley
        Jon Frank                                                                     Chad Englehardt
      Steve Goethel
                                           Brian McKeen (4)                             Stan Feldman
      Ray Horenstein                      Brian McKenna (5)                            Barry Goodman
      Cary Makrouer                        Wayne Miller (4)                            Steve Gursten
       Arnie Matusz                                                                      Ven Johnson
      Michael Morse
                                          Paul Stevenson (4)                              Jason Liss
       Joey Niskar                        Judy Susskind (5)                          Brian Lonnerstater
       Bobby Raitt                          Linda Turek(9)                             Bernie Mindell
      Mel Saperstein                                                                   James O‛Toole
      Robert Sickles                                                                  Juliana Sabatini
     Jason Thompson                                                                    Marc Shefman
     Jason Waechter                                                                      Phil Serafini
                                                                                        Lynn Shecter
                                                                                        Stuart Sklar
                                                                                         Paul Shibley
              Triples                                                                     Tim Smith
          Terry Cochran                                                                 Todd Stearn
           Devon Glass                                                                  Ronni Tischler
                                                                                      Jerry Thurswell
           David Haron
                                                                                       Randy Wallace
         Frank Rhodes III
                                                                                        Ken Watkins
          Ed Souweidane                                                              Scott Weidenfeller
            Rick Warsh                                                                  Susan Wright
           Lisa Welton
         J.D. Winegarden
                                                                                     *Note: The Game designates A New
                                                                                     Member as someone who has never
                                                                                     been an MAJ member or who has not
                                                                                     paid dues since Dec. 31, 2006.
1DENTISTRY
                                             PROFESSION
CDA Member:


Profession:


CDA member since:


Theatre:


Advocate:


Favorite CDA bene t:


Most surprising bene t of membership:


Pet peeve:


Children:


Indulgence:


Advice for new dentists:


Challenge:


CDA:




It takes a team. Join Today. 800.CDA.SMILE/cda.org
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18. Make ordering take out for the firm, yourself, depos and parties easy with Seamless Web. SFTLA members will
    have the normal membership fee waived. Call Duncan Ley at 415-359-9115 or email him at
    dley@seamlessweb.com to set up your Account.


19. SFTLA is excited to announce a new alliance with the San Francisco Bay Area Agency, offering discounted
    individually owned long term disability insurance through MassMutual, a fortune 100, AAA rated company. For
    more information, please contact the disability insurance specialist, Greg Crothers (415) 743-1012.

20. SFTLA is pleased to offer a great benefit- Working Advantage! With Working Advantage, you can save up to 40%
    on
 movie tickets, and up to 37% on BLOCKBUSTER® movie rentals nationwide. Working Advantage also offers
 incredible discounts on Broadway Theatre, theme parks, hotels, sporting events, family events, online shopping, gift
 certificates, seasonal ski tickets and more!

21. eClaris is a dynamic electronic discovery consultancy and service provider. eClaris is helping corporations and law
    firms classify, process and review their electronically stored information, and can help you with discovery analysis
    and strategy, 30(b)(6) deposition preparation, litigation readiness, etc. Call Michael Swarz for more information at
    (213) 623-1620 x 112

22. US Legal Support is pleased to offer SFTLA members a 10% discount on court reporting services.
    Call 888-575-3376 to schedule your deposition. Mention SFTLA for the discount.
Some say there is a list that gets
                                   checked twice this time of year.
                                   Are you



                                           Naughty or Nice?

  Be Nice and give your staff or co-workers ABC Membership gifts this
          year. We’ll even include a handwritten card for you.
Visit our website at abc.org and click on the Holiday Gift link or use the
               form below and we’ll do the rest for you.


Yes, please send a gift membership in my name to
     Name ___________________________________ Title______________________
     Address__________________________________City, St/Pr__________________
     Postal Code_______________________________Phone_____________________
Please sign the card: Merry Christmas Happy Hanukkah   Happy Festivus
   Other_______________________________

First-year dues for this special offer are only $__________
  Check enclosed payable to ABC        Please charge my credit card.

Acct. No. _______________________________________________ Exp. Date _____/_____/_____
Security Code __________ Name on your card______________________________________________
Billing Address:____________________________________________________________________________

Signature_________________________________________________________________________________


   Please return via fax to 555.555.1212 by xx/xx/xx to ensure holiday delivery!

             We’ll be your name will be in the Nice column this season.
                              Thank you for your support!
What if I do more than                      Who we are...                                                                                                                                                        “I have been an active member of MAJ 
                                                                                                                                                                                                                 since 1983, and remain a member be‐
represent plaintiffs in                                                                                                                                                                                          cause I am proud of our members and 
personal injury claims?                         As attorneys, we work to make sure any                        environment, or swindling their employ‐
                                                                                                                                                                                                                 our common goals.  I am proud to say 
                                            person  who  is  injured  by  the  misconduct                     ees  and  shareholders,  the  only  place 
                                                                                                                                                                                                                that I am a member of an organization 
Many MAJ members have varied,               and  negligence  of  others  can  get  justice  in                where Americans can hold them account‐
                                                                                                                                                                                                               whose members represent people who 
general practices representing              the  courtroom,  even  when  taking  on  the                      able is in our courts. 
                                                                                                                                                                                                               have been wronged and who may have 
clients in family law matters,              most powerful interests.                                              We are committed to strengthening the 
                                                                                                                                                                                                                  no other recourse without the help of 
criminal defense, real estate and               What we do is more important now than                         civil  justice  system  so  that  deserving  in‐
                                                                                                                                                                                                                these attorneys. I am thankful for each 
business transactions, and a                ever before because the drug and oil indus‐                       dividuals can get justice, and wrongdoers 
                                                                                                                                                                                                               valuable lesson that I have learned, and 
myriad of other areas. Most of              tries,  big  insurance  companies  and  other                     are  held  accountable.  We  oppose  efforts 
                                                                                                                                                                                                                  continue to learn, from our organiza‐
our attorneys live in areas with a          large  corporations  dominate  our  political                     to  weaken  basic  legal  protections  and 
                                                                                                                                                                                                                   tional meetings and seminars, which 
population of less than 15,000              process  –  and  thus,  people  cannot  depend                    further  stack  the  deck  against  average 
                                                                                                                                                                                                                helps me to provide better representa‐
people. But our goals remain the            on the political system to hold corporations                      Mississippians.  All  Americans  benefit 
                                                                                                                                                                                                                      tion to clients who depend on us.” 
same: helping those who need it             accountable.  When  corporations  and  their                      when  individuals  represented  by  attor‐
                                                                                                                                                                                                                                        Margaret P. Ellis 
most ‐ people without easy ac‐              CEOs  act  irresponsibly  by  delaying  or  re‐                   neys  have  a  fair  chance  to  get  justice 
                                                                                                                                                                                                                                                Jackson 
cess to the courts, clients with‐           fusing to pay fair and just insurance claims,                     through our civil justice system. 
out the means to defend them‐               producing  unsafe  products,  polluting  our 
selves from prosecution, indi‐                                                                                                                                                                                           “The very essence of democracy is that local 
viduals battling against powerful 
insurance companies and multi‐
national corporations. 
                                            Membership                                                                    WHAT MAJ CAN DO FOR YOU, YOUR
                                                                                                                                                                                                                      citizens are empowered to make life changing 
                                                                                                                                                                                                                     decisions.  Should those in Washington or Jack‐
                                                                                                                                                                                                                     son have centralized power or should the aver‐
                                                 Benefits                                                                 PRACTICE AND YOUR CLIENTS
                                                                                                                                                                                                                      age Joe on the street?  The best example of de‐
                                                                                                                                                                                                                       mocracy in its purest form is our wonderfully 
                                                                                                                                                                                                                          devised jury system.  Only before a group of 
                                            MAJ List Server – Do you need to know                                                      Insurance – As an MAJ member, you are                                         one’s peers in this great country are all equal.  I 
                                            about a specific judge or venue? Looking                                                   qualified to apply for special insurance                                        believe this system, which is under withering 
                                            for a form? Wonder what trial attorneys                                                    plans offered at competitive rates and                                          attack, to be sacrosanct.  I share this common 
                                            across the state think about your pressing                                                 designed for both small and large firms.                                          value with my fellow MAJ members.  Does it 
                                            legal issue?  Instantly communicate via e‐                                                                                                                                 seem that we are a lone voice of reason?  Per‐
How do I become a                                                                                                                                                                                                         haps.  But my Daddy taught me that just be‐
                                            mail with trial lawyers across the state                                                                             Amicus Curiae 
member of the                               through the MAJ List Server, MAJ’S most                                                                              Brief Participa­                                     cause something is popular that doesn’t mean 
Association?                                popular service.                                                                                                     tion – MAJ has                                         it is right and that it takes a unique person to 
                                                                                                                                                                 an outstanding                                       stand up to mob rule.  My father was speaking 
Membership into our organiza‐                                                                                                                                                                                                               of folks like MAJ members.” 
tion is open to all lawyers who             MAJ Website – We are very proud of our                                                                               record on 
                                            affiliation with TrialSmith – the host of                                                                            Amicus Curiae                                                                                 Grant Fox 
are licensed in Mississippi.                                                                                                                                                                                                                                    Brandon 
There are different membership              our website (www.msaj.org) and the re‐                                                                               Brief participa‐
categories, including voting and            pository of one of the most complete col‐                                                                            tion in cases of 
non‐voting members. Voting                  lections of depositions, pleadings, filings                                                                          importance to 
                                                                                                                                                                                                                “I chose to become a lifetime member of MAJ 
members are eligible for all                and forms for plaintiffs’ lawyers in the                                                                             the trial bar and 
                                                                                                                                                                                                             because I cannot imagine trying to practice law 
benefits of MAJ.   To apply for             nation.                                                                                                              the public. 
                                                                                                                                                                                                              today without the help that is provided by the 
membership, fill out an applica‐                                                                                                                                  
                                                                                                                                                                                                               its staff and membership. The diversity of the 
tion and fax or mail it to the              Continuing Legal Education – MAJ spon‐                                                     Representation ‐ MAJ is your advocate 
                                                                                                                                                                                                                membership provides me with needed assis‐
State Office.  The application is           sors several seminars throughout the                                                       at the state and nation’s Capitols! MAJ 
                                                                                                                                                                                                                  tance and advice that is priceless. Although 
available online at                         year on everything from auto litigation to                                                 works to protect and enhance the civil 
                                                                                                                                                                                                              this diversity sometimes causes intranquillity, 
www.msaj.org or by calling the              criminal law. Speakers include nationally                                                  justice system. Our goal is to ensure that 
                                                                                                                                                                                                             we always seem to reach common ground that 
State Office (601) 948‐8631.                renowned experts, judges, and some of                                                      lawmakers will listen and respond to our 
                                                                                                                                                                                                              serves the needs of the entire membership. In 
Voting membership requires                  the top trial attorneys in the state and na‐                                               views on legislation and proposals that 
                                                                                                                                                                                                               the end, I believe we all agree that ‘Law is our 
two references and letters of               tion.  MAJ members enjoy CLE discounts                                                     diminish the rights of Mississippi citi‐
                                                                                                                                                                                                                               Trade and Justice is our Goal.’” 
recommendation by current,                  at every seminar.                                                                          zens to a trial by jury. 
                                                                                                                                                                                                                                               J. Dudley Butler 
voting members of MAJ.                                                                                                                                                                                                                                  Canton 
                                      "I consider trial by jury as the only anchor ever yet imagined by man, by which a government can be held to the principles of its constitution." ‐ Thomas Jefferson 

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Asael Lab 2009 Membership MktgPDF

  • 1. present the Learning Lab Membership Marketing on a Shoestring Tuesday, August 18, 2009 9:00 – 10:15 a.m. Content Leaders: Elizabeth Weaver Engel, MA, CAE, Director of Marketing & Sponsorship, NACHRI Kathleen Wilson, CAE Executive Director, NATLE 2009 Annual Meeting & Expo Toronto, Canada All contents copyright 2009, ASAE & The Center for Association Leadership, except noted selections which have been reprinted with permission of the copyright owner.
  • 2. Case Study: American Political Science Association Membership Marketing What happens when you have TONS of on a Shoestring Budget Word of Mouth Tuesday, August 18, 2009 9:00 – 10:15 a.m. …and it’s all BAD? Content Leaders: Elizabeth Weaver Engel, MA, CAE, Director of Marketing & Sponsorship, NACHRI Kathleen Wilson, CAE, Executive Director, NATLE www.asaecenter.org Connecting Great Ideas and Great People www.asaecenter.org Case Study: Case Study: American Political Science Association American Political Science Association Membership is Who is allowed to say… (say it with me) EVERYONE’S business “Yes” www.asaecenter.org www.asaecenter.org Case Study: Case Study: American Political Science Association American Political Science Association Take the long view Bad WOM Good WOM www.asaecenter.org www.asaecenter.org
  • 3. The Membership Culture The Membership Culture Create Your #1 How does your board view Membership Marketing Team! membership recruitment? www.asaecenter.org www.asaecenter.org The Membership Culture Volunteer Leaders k or W The Courtship The Engagement ip r sh be M em www.asaecenter.org www.asaecenter.org The Membership Culture Volunteer Leaders Come on Down to the Membership Roundup! Who: The FSA Board Get promises What: A Membership Phonathon and keep When: September 15th Noon – 3:00 p.m. score BBQ & fixins will be served Where: The FSA Corral, 123 Main Street www.asaecenter.org www.asaecenter.org
  • 4. The Membership Culture MAJ Board Baseball Volunteer Leaders Batter Up for the 2008-09 Game! Triples Singles Eric Clapton Grand Slams! Michelle Bloomfield Petra Green Robert Cray Ronnie Earl Barry Adams (5) Freddie King Otis Rush Reward & Buddy Guy Steven R. Vaughan Richard Chalmers (4) Hubert Sumlin M. Waters Sue Pyle (7) Dinah Winters Celebrate! Doubles Martha Stewart (11) Cindy Axelrod John Blaine Gary Wilkins (6) Pat Blaire Tom Wright (8) The Dugout Jeff Caster Clive Akins Mimi Caster Louise Zambri (9) Merry Schmidt Tommy Ponders Stu Robinson Alexis W. Senn Thanks to Susan Smith, Development Director, MI Association for Justice www.asaecenter.org www.asaecenter.org Membership Fun M&Ms – The Real Meaning m mm m m m m m m SAMPLE CHART FOR BOARD www.asaecenter.org www.asaecenter.org Lifetime Value of a Member The Membership Culture Professional Staff Other member Total Paying Members = services Affinity Voluntary (Running Year Dues Seminars purchases Programs Giving Sum) Paid Employees 1 $195 $300 $100 $10 $250 $855.00 2 $195 $300 $100 $10 $250 $1,710.00 3 $195 $450 $100 $10 $125 $2,590.00 Everyone works in 4 $295 $200 $250 $10 $125 $3,470.00 membership 5 $295 $300 $200 $15 $125 $4,405.00 Totals $2,120.00 $2,450.00 $1,075.00 $115.00 $1,475.00 $7,235.00 Orient, train, teach www.asaecenter.org www.asaecenter.org
  • 5. The Membership Culture Case Study: Professional Staff Consortium for School Networking Earners vs. It’s all in the details Spenders Bomb the “silos” Every contact counts www.asaecenter.org www.asaecenter.org Case Study: Case Study: Consortium for School Networking Consortium for School Networking Word of Mouth Volunteers are your BEST resource (again) www.asaecenter.org www.asaecenter.org Case Study: Consortium for School Networking DO sweat the small Tie it all up! stuff (sometimes) TIPS FOR THE SHOESTRING MARKETER www.asaecenter.org www.asaecenter.org
  • 6. Your Turn Shoestring Experience Audience Q & A www.asaecenter.org www.asaecenter.org Contact Information Elizabeth Weaver Engel, MA, CAE Director of Marketing & Sponsorship NACHRI Eengel@nachri.org 703.797.6041 Kathleen Wilson, CAE Executive Director NATLE kwilson@natle.org 850.668.6905 SEE YOU NEXT YEAR! Annual Meeting & Expo August 21 - 24, 2010 Los Angeles, CA www.asaecenter.org
  • 7. present the Learning Lab Membership Marketing on a Shoestring SAMPLES & TIPS Content Leaders: Elizabeth Weaver Engel, MA, CAE, Director of Marketing & Sponsorship, NACHRI and Kathleen Wilson, CAE Executive Director, NATLE All contents copyright 2009, ASAE & The Center for Association Leadership, except noted selections which have been reprinted with permission of the copyright owner.
  • 8. TIPS, TRUTHS & IDEAS FOR MEMBERSHIP MARKETING ON THE CHEAP 1. Barter! Find a complimentary organization or two, and swap member lists, swap magazine ads, swap e-newsletter promotions, swap banner ads, swap conference attendance/booths/speaking spots, etc. 2. Piggyback printing with another job: ask your printer what will be printed close to your printing date to see if you can get a volume break on paper. 3. Membership recruiting is an eternal program, not intermittent campaigns. Have a plan! The same is true for retention. 4. Dumpster Dive! Speaking of printing, ask to use the scraps! You can actually develop a nice one-liner insert for your next direct mail campaign by printing on the pieces that will be trimmed from your job or another’s. (I even had notepads made for the office once by asking the printer to gum the tops of the trimmed scraps from a print job.) 5. Email! It takes time, but you can do personalized, segmented HTML emails using some very simple shareware tools (World Merge and its ilk), some skill, and a little leg work. It doesn’t require subscription to MagnetMail or its ilk (although that does make things WAY easier). 6. When developing your Membership Plan use a simple business plan as a template. It will help you stay focused and set goals based on what is realistic and feasible. Include your volunteers when developing The Plan to ensure inclusion and buy-in. 7. Break rules every once in awhile. Don’t be afraid to do the thing that you’ve always been told won’t work. Only do it more creatively and with a twist. 8. Word of Mouth! Who are your passionate members and volunteers? If you know, ask them to spread the word about the exciting things you’re doing (you are doing exciting things for them, right?). If you don’t know, FIND OUT! 9. Collect testimonials at every event to use in your marketing. It’s the next best thing to personal contact. 10. Take the time to hand-sign letters. Pay students or others to hand address envelopes and sign letters. Or, to write on Post-It notes that can be attached to letters. ASAE & The Center Learning Lab: Membership Marketing on a Shoestring Budget August 18, 2009, 9:00 – 10:15 a.m. Elizabeth Weaver Engel, MA, CAE, Director of Marketing & Sponsorship, NACHRI; and Kathleen Wilson, CAE, Executive Director, NATLE Page | 3
  • 9. 11. Customer Service! Don’t underestimate the value of excellent customer service at every level, from the CEO to the mail clerk. Retention is even more important than recruitment – it’s a much lower cost, higher value transaction. “How can we serve our members better today than we did yesterday?” 12. Avoid the “seen it, can skip it” fatigue when integrating membership applications or messages in your publications with seasonal themes that can be re-used each year with minimal updating. 13. When mailing to prospects use your membership chair’s letterhead and envelopes. It will be more personal than coming from the association. 14. Little things mean a lot! Get the invoices out on time. Proof read all written communications. Test your emails to make sure your links work. Double-check to make sure your return address (snail- or email) is correct in your marketing materials. 15. Need to recruit students? Hold a “beer and pizza” party during orientation. Or anything that offers free food with some fun thrown in. 16. Consider offering American Express gift cards, Starbucks gift cards, or some other personal incentive to ALL recruiters. With the Starbucks card you can say something like “We want to buy you a cup of coffee!” 17. Experts say the List contributes 40% to your success, the Offer 40%, and Creative just 20%. It's not how pretty it looks but what you propose and to whom you propose it. (http://www.marketinggeneral.com/default.asp?section=90) 18. Repeat…three-peat…four-peat… Never assume your members know what you are doing for them. Consider little blurbs on your website, in your publications, in emails, on educational brochures and anywhere else that says “Did you know? Your membership includes…” Make it short and sweet. 19. At least once a year mail something first-class, Address Correction Requested, to your entire prospect list to update moves and address changes. 20. Integrate your membership marketing in EVERYTHING! Consider a line like “Send us a prospect for membership and when they join we’ll send you a $10 gift card for American Express!” for your email signature, your fax cover pages, your website, seminar brochures and anywhere else that will be seen by your members. ASAE & The Center Learning Lab: Membership Marketing on a Shoestring Budget August 18, 2009, 9:00 – 10:15 a.m. Elizabeth Weaver Engel, MA, CAE, Director of Marketing & Sponsorship, NACHRI; and Kathleen Wilson, CAE, Executive Director, NATLE Page | 4
  • 10. Online Resources M&Ms: http://www.mms.com/us/ Cheap Local Printing: http://www.minutemanpress.com/ Online Printing: http://www.printingforless.com/ and http://www.vistaprint.com Blogs: http://www.vistaprint.com/vp/welcomeback.aspx?xnav=logo Elizabeth’s Blog! http://thx4playing.blogspot.com/ Bob Harris: http://www.nonprofitcenter.com/ (check out how to turn intangibles into tangibles) Membership Guru: http://www.baileadership.com/ ASAE & The Center Learning Lab: Membership Marketing on a Shoestring Budget August 18, 2009, 9:00 – 10:15 a.m. Elizabeth Weaver Engel, MA, CAE, Director of Marketing & Sponsorship, NACHRI; and Kathleen Wilson, CAE, Executive Director, NATLE Page | 5
  • 11. member member tAke the ChAllenge Did you know you could earn up to $500 off your CDA membership? Recruit a new member and receive $100 which you may: 1. Apply toward your CDA dues 2. Donate to the CDA Foundation 3. Apply to your member’s first year dues Recruit 5 new members and receive $500 in incentives! Here’s how: • Seek out a colleague that is not a CDA member • Share why CDA membership is important to you • Provide your colleague with an application after you have included your name as the referral • Applications are available at cda.org Dr. Rex Yaness, ... and his father did too. referred a new member … – Dr. Roy Yanese. You must be a CDA member to qualify. The offer is limited to $500 per member/per year. Credit will be applied toward the following year’s dues.
  • 12. member member tAke the ChAllenge Did you know you could earn up to $500 off your CDA membership? Recruit a new member and receive $100 which you may: 1. Apply toward your CDA dues 2. Donate to the CDA Foundation 3. Apply to your member’s first year dues Recruit 5 new members and receive $500 in incentives! Here’s how: • Seek out a colleague that is not a CDA member • Share why CDA membership is important to you • Provide your colleague with an application after you have included your name as the referral • Applications are available at cda.org Dave Tajima, UCLA Iris Han, DDS You must be a CDA member to qualify. The offer is limited to $500 per member/per year. Credit will be applied toward the following year’s dues.
  • 13. When every dollar counts WIth Membership WIthout Membership ฀ ฀ 0 CE units at San Francisco & Anaheim meetings, 5 50 units from outside CE providers to maintain and exclusive member pricing on dental equipment, dental license = $2,000* supplies, and services – all under one roof ฀ ฀ eer Review – dispute resolution process P Litigation with legal representation fees = $300/hr.* ฀ ฀ DA Update & The CDA Journal C 1 year subscription to both award-winning dental publications = $75 ฀ ฀ EW IN 2009 – CDA Practice Support Center N Outside Consultants • Employment practices & advice • Regulatory compliance manual with 1 year of phone • Regulatory compliance & advice guidance = $450* • Practice management resources & advice • ฀ ffice employee manual from practice management O consultant = $2,400* • Dental benefit plan assistance & support • ฀ hone consultations with management firm = $300/hr.* P • Staff support online, phone, or e-mail • ฀ resentations and telephone assistance on insurance P and regulatory compliance issues = $150/hr.* • ฀ hone consultations with management firm = $300/hr.* P • OSHA Compliance Posters = $30* ฀ ฀ egislative Advocacy – a voice in protecting the L Private representation before the Legislature – cost prohibitive profession and contributing to its future ฀ ฀ DIC and TDIC Insurance Solutions T Identify, evaluate and purchase separate insurance policies Products & Services and services • Risk management advice hotline • Legal services = $300/hr.* • Personal insurance lines ฀ • Separate policies for life, health, disability, auto, • ฀ isk management seminars - Discount on R home, and other insurance needs = Extra time, TDIC Professional Liability insurance premium risk, and dollars • No discount on insurance premium ฀ Online classified ads at cda.org ฀ Employment ads on Monster.com and Careerbuilder.com = $300/ad* ฀฀ ndorsed Programs – exclusive CDA member E An extra $800* on retail office supplies from Staples, an discounts on offices supplies, merchant credit extra $450* on merchant credit card fees through Elavon card fees, and more CDA membership saves you money *Dollar figures are cost approximations based on comparable service and fees available outside of CDA.
  • 14. NAIFA’s SOAR Program NAIFA’s SOAR Program is a membership management method designed to make the work of member- ship easier by dividing it up amongst membership teams. Implement all of the membership activities listed below to help your association reach its membership goal. SUSTAIN OBTAIN ATTAIN RETAIN Activities • Gets members • Secures agency • Gives agency • Maintains involved in presentation presentations Seven Touches Local activities invitations and Program • Develops and works with • Greets meeting promotes • Develops and Agency attendees new member promotes Managers campaigns; lapsed • Promotes NAIFA • Develops i.e., National campaigns benefits relationships Membership with NAILBA Day and Each members One-Reach One campaigns, etc. Characteristics • Outgoing • Well-connected • Salesperson • Task-oriented of Team Members • Good • Center of • Closer • Organized communicator Influence • Strong • Good • Credible presenter communicator • Sets the Table • Passionate • People- oriented
  • 15. Get in the 2008-09 Game! MAJ’s Membership Committee invites every MAJ member to Get in the Game! by participating in MAJ’s New- Member-Contest. The member who recruits the most New Members* between May 1, 2008 & April 30, 2009 will win a FREE year’s Sustaining Membership worth $695 which includes free admission to all one-day MAJ seminars. Additionally, anyone hitting a Grand Slam--recruiting 4 New Members--gets their name entered in a drawing to win a FREE year’s Regular Membership worth up to $375. Participating in this contest is easy. Simply call MAJ & request a membership application, 517.321.3073, or volunteer for an upcoming Phonathon where you’ll be provided with a list of hot prospects. With a little effort, you could win! Who’s on First? Second? Third? . . . Recruited 4 NEW members? Doubles Singles Jerry Acker Michael Behm Larry Bennett John Bredell Grand Slams! Stephanie Arndt Ronald Bahrie Mark Bello Terry Cochran Joel Alpert (5) Greg Bereznoff Vince Colella Stan Feldman Barry Gates (8) Sam Bernstein John Charters Jon Frank Scott Goodwin (7) Brian Dailey Steve Goethel David Haron Richard Kepes (9) Bob Darling Patrick J. Derkacz Ray Horenstein Marla Linderman (11) Eugenie Eardley Traci Kornak Cary Makrouer Brian McKeen (4) Chad Englehardt Barry Goodman Arnie Matusz Brian McKenna (5) Steve Gursten Wayne Miller Michael Morse Paul Stevenson (4) Ven Johnson Jason Liss Joey Niskar Judy Susskind (5) Brian Lonnerstater Bobby Raitt Linda Turek(9) Bernie Mindell Mel Saperstein Jason Thompson Triples James O’Toole Juliana Sabatini Jason Waechter Devon Glass Marc Shefman Frank Rhodes III Phil Serafini Ed Souweidane Lynn Shecter Stuart Sklar Rick Warsh Robert Sickels Lisa Welton Tim Smith J.D. Winegarden Ronni Tischler Randy Wallace Ken Watkins in the DUG-OUT as of April 30, 2009 Scott Weidenfeller Susan Wright Dan Beck Debra Freid Dan Romano Nora Wright Mark Bernstein Steven Goren Craig Romanzi Bill Boyer Jr. Troy Haney Glenn Saltsman Margaret Browning James Hofer Anne Schoepfle Stepfani Carter Colleen Kavanaugh Paul Shibley David E. Christensen Joumana Kayrouz Lee Steinberg Richard Clark Jefffrey Kirschner Gerald Thurswell Barry Conybeare Dani Liblang Matthew Turner Dennis Czeryba Marc Lipton Rebecca Walsh *Note: The Game designates Jo Robin Davis Brian McKeen Tom Waun A New Member as someone Ron DeNardis Wolfgang Mueller Ron Weiner who has never been an MAJ Barry Fagan Dan O’Neil Paul Whiting III member or who has not paid Don Ferris Tom Randolph III Alan Wittenberg dues since Dec. 31, 2006.
  • 16. A TEAM OF WINNERS... Congratulations to Marla Linderman, Linderman Julien, Ann Arbor for recruiting the most NEW members during the 2008-2009 MAJ Membership Recruitment Contest! For strengthening the MAJ ranks with 11 new members, Linderman won an MAJ Sustaining Membership. Veteran recruiter Richard Kepes, Kepes & Wine, Southfield was the deserving winner of the Annual Meeting drawing for a FREE Regular Membership. A hearty thanks to all those who participated in the year-long membership recruitment effort! You made a big difference by recruting 168 new members! Grand Slams! Singles Jerry Acker Joel Alpert (6) Stephanie Arndt Doubles Barry Gates (8) Ronald Bahrie Michael Behm Greg Bereznoff Mark Bello Scott Goodwin (7) Sam Bernstein Larry Bennett Richard Kepes (9) Brian Dailey John Bredell Traci Kornak (4) Bob Darling John Charters Patrick Derkacz Vince Colella Marla Linderman (11) Eugenie Eardley Jon Frank Chad Englehardt Steve Goethel Brian McKeen (4) Stan Feldman Ray Horenstein Brian McKenna (5) Barry Goodman Cary Makrouer Wayne Miller (4) Steve Gursten Arnie Matusz Ven Johnson Michael Morse Paul Stevenson (4) Jason Liss Joey Niskar Judy Susskind (5) Brian Lonnerstater Bobby Raitt Linda Turek(9) Bernie Mindell Mel Saperstein James O‛Toole Robert Sickles Juliana Sabatini Jason Thompson Marc Shefman Jason Waechter Phil Serafini Lynn Shecter Stuart Sklar Paul Shibley Triples Tim Smith Terry Cochran Todd Stearn Devon Glass Ronni Tischler Jerry Thurswell David Haron Randy Wallace Frank Rhodes III Ken Watkins Ed Souweidane Scott Weidenfeller Rick Warsh Susan Wright Lisa Welton J.D. Winegarden *Note: The Game designates A New Member as someone who has never been an MAJ member or who has not paid dues since Dec. 31, 2006.
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  • 18. 1DENTISTRY PROFESSION CDA Member: Profession: CDA member since: Theatre: Advocate: Favorite CDA bene t: Most surprising bene t of membership: Pet peeve: Children: Indulgence: Advice for new dentists: Challenge: CDA: It takes a team. Join Today. 800.CDA.SMILE/cda.org
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  • 21. 22 WAYS THAT BEING A MEMBER OF SFTLA CAN SAVE YOU MONEY… 1. Health Insurance premiums got you down? Sign up today for SFTLA’s Group Health Plan. No medical questions, no one turned down (open to new members only). Call Myers Stevens call Rosemarie Johnston at 650-871-2575 ext 302. For special Blue Cross Plans call Brian Adach 845-561-1706 ext. 264. You can visit www.sftla.org for plan details. 2. Is your Malpractice/Liability Insurance up for renewal? Call SFTLA and we’ll fax you the application. 3. Get your office supplies and furniture at Patrick & Company and start saving money. Call 415-392-2640 or go on- line to www.patrickandco.net to set up your account. 4. Discounted rates on SFTLA MCLE seminars. Increased savings for Gold/Platinum Members. 5. Do you host conference calls? Wouldn’t it be easier to have your own lines? No reservations required! Call Premiere Conferencing at 877-728-2068 for more details. 6. Have a car without owning one, by the hour or by the day, to get things done or just have fun. Receive a $100 driving credit when you become a Flexcar member, just by giving them the SFTLA promo code. Visit www.flexcar.com for more details. 7. Join SFTLA listserv and have instant access to the expertise/resources of all of our Members. 8. Get fit and save on your membership at the SF Tennis Club. Visit www.sftennis.com, or call Kelli Tsai at 415-777- 9001, X244. 9. Looking for a group vision plan or a dental plan with low rates and big benefits? Call Myers Stevens 800-862-4243. 10. Looking for a depo, complaint, brief or case law? Visit www.Trialsmith.com or call 800-443-1757. New members eligible for a one year free firm subscription. 11. Don’t let your information get into the wrong hands call Cintas Document Management…Hal Stansbury #510- 573-5300…and protect your records. 12. Arrowhead water and SFTLA would like to keep you quenched! Place your orders with Edgar Landaverde: 650- 246-3760, Ext. 330, Cell # 650-743-5618 or Edgar.Landaverde@waters.nestle.com. 13. Need high quality trial exhibit printing with a rapid turnaround time? Let DocImpact help you highlight important facts and show your jury the accurate picture with state-of-the-art reprographic equipment and discounted rates for SFTLA members. Call 415-288-8657 to arrange for Free pick-up and delivery. Visit www.DocumentImpact.com for more details. 14. Homeputer.Net offers a 10% discount on private technical support for individuals & small businesses. Services include: Computer Maintenance, Hardware & Software Installation, Network Setup, Database Services, PowerPoint Presentations, Virus & Spyware Protection & Removal, Computer Forensics, Network Intrusion Detection Systems, Data Backup & Recovery. Ludovic Ibarra 415 652 2068. 15. Life Insurance policies offered to SFTLA Members call Myers-Stevens at 800-862-4243. 16. Need a new look for your firm?? Hanging your own shingle? Call Perry Bleecker Design and receive a 10% discount on all design services including logo design, business systems (business card, letterhead, etc), website design, brochures, ads and more 510-761-4865. 17. New tax free benefits for you and your employees. Sign up for a low cost, high yield Flexible Spending Plan for child-care expenses or medical expenses (not covered by your health insurance). Find out more today by calling Myers Stevens at 800-862-4243.
  • 22. 18. Make ordering take out for the firm, yourself, depos and parties easy with Seamless Web. SFTLA members will have the normal membership fee waived. Call Duncan Ley at 415-359-9115 or email him at dley@seamlessweb.com to set up your Account. 19. SFTLA is excited to announce a new alliance with the San Francisco Bay Area Agency, offering discounted individually owned long term disability insurance through MassMutual, a fortune 100, AAA rated company. For more information, please contact the disability insurance specialist, Greg Crothers (415) 743-1012. 20. SFTLA is pleased to offer a great benefit- Working Advantage! With Working Advantage, you can save up to 40% on movie tickets, and up to 37% on BLOCKBUSTER® movie rentals nationwide. Working Advantage also offers incredible discounts on Broadway Theatre, theme parks, hotels, sporting events, family events, online shopping, gift certificates, seasonal ski tickets and more! 21. eClaris is a dynamic electronic discovery consultancy and service provider. eClaris is helping corporations and law firms classify, process and review their electronically stored information, and can help you with discovery analysis and strategy, 30(b)(6) deposition preparation, litigation readiness, etc. Call Michael Swarz for more information at (213) 623-1620 x 112 22. US Legal Support is pleased to offer SFTLA members a 10% discount on court reporting services. Call 888-575-3376 to schedule your deposition. Mention SFTLA for the discount.
  • 23. Some say there is a list that gets checked twice this time of year. Are you Naughty or Nice? Be Nice and give your staff or co-workers ABC Membership gifts this year. We’ll even include a handwritten card for you. Visit our website at abc.org and click on the Holiday Gift link or use the form below and we’ll do the rest for you. Yes, please send a gift membership in my name to Name ___________________________________ Title______________________ Address__________________________________City, St/Pr__________________ Postal Code_______________________________Phone_____________________ Please sign the card: Merry Christmas Happy Hanukkah Happy Festivus Other_______________________________ First-year dues for this special offer are only $__________ Check enclosed payable to ABC Please charge my credit card. Acct. No. _______________________________________________ Exp. Date _____/_____/_____ Security Code __________ Name on your card______________________________________________ Billing Address:____________________________________________________________________________ Signature_________________________________________________________________________________ Please return via fax to 555.555.1212 by xx/xx/xx to ensure holiday delivery! We’ll be your name will be in the Nice column this season. Thank you for your support!
  • 24. What if I do more than Who we are... “I have been an active member of MAJ  since 1983, and remain a member be‐ represent plaintiffs in cause I am proud of our members and  personal injury claims? As attorneys, we work to make sure any  environment, or swindling their employ‐ our common goals.  I am proud to say  person  who  is  injured  by  the  misconduct  ees  and  shareholders,  the  only  place  that I am a member of an organization  Many MAJ members have varied,  and  negligence  of  others  can  get  justice  in  where Americans can hold them account‐ whose members represent people who  general practices representing  the  courtroom,  even  when  taking  on  the  able is in our courts.  have been wronged and who may have  clients in family law matters,  most powerful interests.      We are committed to strengthening the  no other recourse without the help of  criminal defense, real estate and      What we do is more important now than  civil  justice  system  so  that  deserving  in‐ these attorneys. I am thankful for each  business transactions, and a  ever before because the drug and oil indus‐ dividuals can get justice, and wrongdoers  valuable lesson that I have learned, and  myriad of other areas. Most of  tries,  big  insurance  companies  and  other  are  held  accountable.  We  oppose  efforts  continue to learn, from our organiza‐ our attorneys live in areas with a  large  corporations  dominate  our  political  to  weaken  basic  legal  protections  and  tional meetings and seminars, which  population of less than 15,000  process  –  and  thus,  people  cannot  depend  further  stack  the  deck  against  average  helps me to provide better representa‐ people. But our goals remain the  on the political system to hold corporations  Mississippians.  All  Americans  benefit  tion to clients who depend on us.”  same: helping those who need it  accountable.  When  corporations  and  their  when  individuals  represented  by  attor‐ Margaret P. Ellis  most ‐ people without easy ac‐ CEOs  act  irresponsibly  by  delaying  or  re‐ neys  have  a  fair  chance  to  get  justice  Jackson  cess to the courts, clients with‐ fusing to pay fair and just insurance claims,  through our civil justice system.  out the means to defend them‐ producing  unsafe  products,  polluting  our  selves from prosecution, indi‐ “The very essence of democracy is that local  viduals battling against powerful  insurance companies and multi‐ national corporations.  Membership WHAT MAJ CAN DO FOR YOU, YOUR citizens are empowered to make life changing  decisions.  Should those in Washington or Jack‐ son have centralized power or should the aver‐ Benefits PRACTICE AND YOUR CLIENTS age Joe on the street?  The best example of de‐ mocracy in its purest form is our wonderfully  devised jury system.  Only before a group of  MAJ List Server – Do you need to know  Insurance – As an MAJ member, you are  one’s peers in this great country are all equal.  I  about a specific judge or venue? Looking  qualified to apply for special insurance  believe this system, which is under withering  for a form? Wonder what trial attorneys  plans offered at competitive rates and  attack, to be sacrosanct.  I share this common  across the state think about your pressing  designed for both small and large firms.  value with my fellow MAJ members.  Does it  legal issue?  Instantly communicate via e‐   seem that we are a lone voice of reason?  Per‐ How do I become a haps.  But my Daddy taught me that just be‐ mail with trial lawyers across the state  Amicus Curiae  member of the through the MAJ List Server, MAJ’S most  Brief Participa­ cause something is popular that doesn’t mean  Association? popular service.   tion – MAJ has  it is right and that it takes a unique person to    an outstanding  stand up to mob rule.  My father was speaking  Membership into our organiza‐ of folks like MAJ members.”  tion is open to all lawyers who  MAJ Website – We are very proud of our  record on  affiliation with TrialSmith – the host of  Amicus Curiae  Grant Fox  are licensed in Mississippi.  Brandon  There are different membership  our website (www.msaj.org) and the re‐ Brief participa‐ categories, including voting and  pository of one of the most complete col‐ tion in cases of  non‐voting members. Voting  lections of depositions, pleadings, filings  importance to  “I chose to become a lifetime member of MAJ  members are eligible for all  and forms for plaintiffs’ lawyers in the  the trial bar and  because I cannot imagine trying to practice law  benefits of MAJ.   To apply for  nation.   the public.  today without the help that is provided by the  membership, fill out an applica‐     its staff and membership. The diversity of the  tion and fax or mail it to the  Continuing Legal Education – MAJ spon‐ Representation ‐ MAJ is your advocate  membership provides me with needed assis‐ State Office.  The application is   sors several seminars throughout the  at the state and nation’s Capitols! MAJ  tance and advice that is priceless. Although  available online at  year on everything from auto litigation to  works to protect and enhance the civil  this diversity sometimes causes intranquillity,  www.msaj.org or by calling the  criminal law. Speakers include nationally  justice system. Our goal is to ensure that  we always seem to reach common ground that  State Office (601) 948‐8631.  renowned experts, judges, and some of  lawmakers will listen and respond to our  serves the needs of the entire membership. In  Voting membership requires  the top trial attorneys in the state and na‐ views on legislation and proposals that  the end, I believe we all agree that ‘Law is our  two references and letters of  tion.  MAJ members enjoy CLE discounts  diminish the rights of Mississippi citi‐ Trade and Justice is our Goal.’”  recommendation by current,  at every seminar.  zens to a trial by jury.  J. Dudley Butler  voting members of MAJ.  Canton  "I consider trial by jury as the only anchor ever yet imagined by man, by which a government can be held to the principles of its constitution." ‐ Thomas Jefferson