The Association Component Exchange (CEX) is the only conference designed exclusively for component relations professionals (CRPs).
It's no secret that there's currently a gap in education for associations that operate in a component model. So Billhighway and Mariner Management came together to build a community and connect component-based organizations and component relations professionals (CRPs). This manifested itself in CEX. CEX is a learning community where you get together with peers to share your successes, struggles, strategies, tactics, ideas, and insights.
Chapter Benchmarking Report: What the Data, Success Stories & Opinions Tell UsBillhighway
This document contains information from a presentation about benchmarking chapter performance. It includes data on how chapters operate, their activities, membership, and performance metrics. Some key findings are that most chapters track member count and events, two-thirds require affiliation agreements, and networking and education are top programs. Performance tracking has increased, with more chapters measuring retention, recruitment, and participation. The presentation discusses using data to demonstrate chapter value and alignment. It provides examples of chapters that have increased engagement through metrics like number of events and differentiated programming.
In this slide deck, we cover:
- Common obstacles that stand in the way of tracking ROI
- How others in the association space are tackling these challenges
- What drives ROI
- How to start tracking individual component performance
You can view the recording here: https://youtu.be/SuKQnBA3wzs
Driving Member Engagement by Showing #VolunteerLoveBillhighway
Mark your calendars: National Volunteer Week is April 19-25th! It’s the perfect opportunity to start thinking about ways to show your chapter volunteers the appreciation they deserve all year-round. Volunteering is one of the stickiest forms of member engagement, and happy volunteers can keep your association chapters on track for years to come. Given that 20-25% of staff labor in associations come from volunteer members, it’s a worthwhile effort to utilize recognition in creating a supportive environment. Let’s draw from research and our own community for a dynamic discussion on ways to spotlight association volunteers and celebrate volunteering in all aspects!
Chapter Chat: How A CRP Helped Turn Around A 15-Year Membership DeclineBillhighway
With more than 1,500 clubs and 185,000 members, a membership drop of 2% year over year for 15 consecutive years can really impact your bottom line, leaving you with a crisis on your hands. Rick Rangel, Director of Growth at the Northern California Golf Association (NCGA) had chapters that were drowning. NCGA was at a crossroads. They’d been doing the same thing over and over again with their clubs and expecting different results. Rick realized they weren’t giving their chapter leaders the tools they needed to be successful.
- Club officers found one-off tools on their own, and their data did not automatically flow up to HQ.
- Onboarding processes and value propositions differed from club to club.
- Chapter websites were a huge pain and branding issues were rampant.
- On average, club officers easily put in 40 hours every quarter, volunteering their time and energy, so burnout happened often.
Sound familiar? From off-brand chapter websites to AWOL officers, Rick shares his chapters-in-crisis experience. Tune in to find out what tools, tips, and tricks he used to prevent major mayhem. Under Rick’s helm, NCGA has been able to correct course, now seeing 6% membership growth year over year since 2016. Regardless of your components' structure, you’ll benefit from the CRP advice we share in this webinar.
Watch on YouTube: https://www.youtube.com/watch?v=j73G4s5L4FM
Brought to you by 2019 CEX Sponsor: memberplanet (https://www.memberplanet.com/)
Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...Billhighway
This document provides an overview of using dashboards to track chapter performance and benchmarking. It discusses how associations currently have a "data desert" due to fragmented data systems that prevent an accurate view of chapter performance. It also notes a "volunteer desert" where volunteers spend too much time on administrative tasks instead of their mission. The document recommends using a dashboard to move beyond just comparing chapters and instead focus on their collective impact. It provides guidance on setting up a dashboard, including linking it to strategic goals and selecting the right metrics and data sources to measure chapter roles and performance.
Chapter Performance Reimagined: Taking Your Association's Growth to the Next ...Billhighway
Throughout COVID-19, we’ve seen a lot of associations wrestling with the impact of lower revenue and declining membership. But what if your components could help turn that around for you? In times like these, where many associations are not able to have large in-person conferences, chapters and affiliates can be used to deliver member-value locally in ways that National cannot. By empowering your components, associations can increase member engagement and retention, growing both revenue and membership. In this webinar, we touch on ways you can significantly mobilize your components to better serve members and create a win/win for your members, your chapters, and your association.
We traditionally focus on resources, tools, and insights that help you and your chapters without being a commercial for Billhighway. This webinar is different, so we want to be upfront about it. In times like these, associations need Billhighway more than ever. So we’re breaking with tradition and focusing this webinar on demonstrating how the Billhighway solution can help component-based associations solve the unique challenges of our current times. We wanted to share this detail with you ahead of time and encourage you to invite your executive director, CEO, CFO, and other senior-level leaders to hear a message they won’t want to miss.
On-demand available here: http://bit.ly/2ipuM5N
In this week’s webinar, we’ll explore 5 ways to increase engagement at the chapter level by providing them with a foundation for success.
Leverage Chapters to Engage & Grow MembershipBillhighway
Whether you believe it or not – chapters can play a key role in membership and revenue growth for your association. But how do you get there? How do you set your chapters up for success? How can you support them?
We’ll cover how…
- You can leverage chapters as a channel to reach new audiences.
- You can tap into (and boost) chapters unique ability to provide community and optimize the member experience.
- You can leverage chapter experiences to drive community influencers.
We’ll dive into how you can lead, support and measure these initiatives. The results will be a stronger channel and your chapter network will be aligned to association membership goals.
#LeverageChapters
#GotChapters
Chapter Benchmarking Report: What the Data, Success Stories & Opinions Tell UsBillhighway
This document contains information from a presentation about benchmarking chapter performance. It includes data on how chapters operate, their activities, membership, and performance metrics. Some key findings are that most chapters track member count and events, two-thirds require affiliation agreements, and networking and education are top programs. Performance tracking has increased, with more chapters measuring retention, recruitment, and participation. The presentation discusses using data to demonstrate chapter value and alignment. It provides examples of chapters that have increased engagement through metrics like number of events and differentiated programming.
In this slide deck, we cover:
- Common obstacles that stand in the way of tracking ROI
- How others in the association space are tackling these challenges
- What drives ROI
- How to start tracking individual component performance
You can view the recording here: https://youtu.be/SuKQnBA3wzs
Driving Member Engagement by Showing #VolunteerLoveBillhighway
Mark your calendars: National Volunteer Week is April 19-25th! It’s the perfect opportunity to start thinking about ways to show your chapter volunteers the appreciation they deserve all year-round. Volunteering is one of the stickiest forms of member engagement, and happy volunteers can keep your association chapters on track for years to come. Given that 20-25% of staff labor in associations come from volunteer members, it’s a worthwhile effort to utilize recognition in creating a supportive environment. Let’s draw from research and our own community for a dynamic discussion on ways to spotlight association volunteers and celebrate volunteering in all aspects!
Chapter Chat: How A CRP Helped Turn Around A 15-Year Membership DeclineBillhighway
With more than 1,500 clubs and 185,000 members, a membership drop of 2% year over year for 15 consecutive years can really impact your bottom line, leaving you with a crisis on your hands. Rick Rangel, Director of Growth at the Northern California Golf Association (NCGA) had chapters that were drowning. NCGA was at a crossroads. They’d been doing the same thing over and over again with their clubs and expecting different results. Rick realized they weren’t giving their chapter leaders the tools they needed to be successful.
- Club officers found one-off tools on their own, and their data did not automatically flow up to HQ.
- Onboarding processes and value propositions differed from club to club.
- Chapter websites were a huge pain and branding issues were rampant.
- On average, club officers easily put in 40 hours every quarter, volunteering their time and energy, so burnout happened often.
Sound familiar? From off-brand chapter websites to AWOL officers, Rick shares his chapters-in-crisis experience. Tune in to find out what tools, tips, and tricks he used to prevent major mayhem. Under Rick’s helm, NCGA has been able to correct course, now seeing 6% membership growth year over year since 2016. Regardless of your components' structure, you’ll benefit from the CRP advice we share in this webinar.
Watch on YouTube: https://www.youtube.com/watch?v=j73G4s5L4FM
Brought to you by 2019 CEX Sponsor: memberplanet (https://www.memberplanet.com/)
Chapter Performance & Benchmarking Unwrapped: Using Dashboards to Tell the Ch...Billhighway
This document provides an overview of using dashboards to track chapter performance and benchmarking. It discusses how associations currently have a "data desert" due to fragmented data systems that prevent an accurate view of chapter performance. It also notes a "volunteer desert" where volunteers spend too much time on administrative tasks instead of their mission. The document recommends using a dashboard to move beyond just comparing chapters and instead focus on their collective impact. It provides guidance on setting up a dashboard, including linking it to strategic goals and selecting the right metrics and data sources to measure chapter roles and performance.
Chapter Performance Reimagined: Taking Your Association's Growth to the Next ...Billhighway
Throughout COVID-19, we’ve seen a lot of associations wrestling with the impact of lower revenue and declining membership. But what if your components could help turn that around for you? In times like these, where many associations are not able to have large in-person conferences, chapters and affiliates can be used to deliver member-value locally in ways that National cannot. By empowering your components, associations can increase member engagement and retention, growing both revenue and membership. In this webinar, we touch on ways you can significantly mobilize your components to better serve members and create a win/win for your members, your chapters, and your association.
We traditionally focus on resources, tools, and insights that help you and your chapters without being a commercial for Billhighway. This webinar is different, so we want to be upfront about it. In times like these, associations need Billhighway more than ever. So we’re breaking with tradition and focusing this webinar on demonstrating how the Billhighway solution can help component-based associations solve the unique challenges of our current times. We wanted to share this detail with you ahead of time and encourage you to invite your executive director, CEO, CFO, and other senior-level leaders to hear a message they won’t want to miss.
On-demand available here: http://bit.ly/2ipuM5N
In this week’s webinar, we’ll explore 5 ways to increase engagement at the chapter level by providing them with a foundation for success.
Leverage Chapters to Engage & Grow MembershipBillhighway
Whether you believe it or not – chapters can play a key role in membership and revenue growth for your association. But how do you get there? How do you set your chapters up for success? How can you support them?
We’ll cover how…
- You can leverage chapters as a channel to reach new audiences.
- You can tap into (and boost) chapters unique ability to provide community and optimize the member experience.
- You can leverage chapter experiences to drive community influencers.
We’ll dive into how you can lead, support and measure these initiatives. The results will be a stronger channel and your chapter network will be aligned to association membership goals.
#LeverageChapters
#GotChapters
Drive Chapter Behavior with Targeted BenchmarkingBillhighway
Benchmarking (count and compare) can serve many purposes, but the most important purpose is to define what’s most important! Everyone’s likely heard some variation on the business maxim, “you can’t manage what you don’t measure,” but the corollary consequence, “you tend to manage what’s being measured” is often overlooked. Bottom line, if we want our chapters to help us serve the members and move the mission, we need to benchmark those behaviors that help us achieve that end. In other words, let’s count the things that count…and, oh by the way, all the things that count can’t necessarily be counted!
Benchmarking also implies comparison, and here’s the other important purpose. When we measure and make comparisons on those metrics which are truly important, we can then identify our “bright spots” – the high achievers – and replicate those behaviors across the system. Win-win!!
We talk about what we’re benchmarking (or not) and why. While there’s no guarantee, experience suggests that “if you measure it, they will do it,” so let’s be sure we measure the right stuff.
Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021Billhighway
The shift to virtual has placed an even greater emphasis on the importance of leveraging technology at the local level. In this session, we’ll share specific tools to help maximize chapter performance in this new reality. Peter Houstle & Peggy Hoffman from Mariner Management will be your Tech Emcees and share how CRPs are leveraging these chapter tech tools on the job and why they’re recommending them to their chapter leaders. These tools come straight from other CRPs, so we’re sure they can work for your association too!
Tracking Chapter Effectiveness: Tips for Creating Powerful DashboardsBillhighway
How many of us struggle with getting chapter volunteers to submit reports? How many of us have a file folder full of individual spreadsheets or reports? Maybe you even have some great chapter data, but are you able to make this data meaningful for your chapters, your board or even your staff? When attempting to track chapter effectiveness, knowing what to measure is just one part of the equation. The other is knowing how to collect, store and share that data, in addition to recognizing and tracking the data trends.
Check out this webinar where we share tools and tips for creating benchmarking dashboards that give input to your chapters and staff. In this webinar, you’ll hear stories from other associations on what methods they have used to leverage their data, and how they have helped chapters and staff make better decisions about what’s needed to serve member needs.
3 Ways to Tap Chapter Relevance in 2021Billhighway
We’re at the beginning of a new year, and opportunity abounds us. We know chapters are more relevant than ever. In many ways, the success in 2020 for components was tied to the fact that they were in a position to pivot more readily. We can harness that agility with the right support and permissions, so how do we tap chapters? Learn three lenses to view chapter relevance through and how to make a case to optimize chapters as part of your overall association success strategy in 2021.
The Chapter Playbook: Part 2 — Marketing, Membership and EventsBillhighway
Some call it a chapter toolkit, we call it a Chapter Playbook. In part 2 of this mini-series, we cover:
- Marketing, membership and event information you should consider when creating your Chapter Playbook.
- Key questions for you to ask yourself as you build out a toolkit for your chapters to follow to set them up for success.
- Best practices to arm your chapters with to help them optimize their membership and event efforts.
[Webinar] March Madness: Ask a Chapter ExpertBillhighway
We want YOU to help make this webinar awesome! Come with your hard-hitting chapter questions, as this webinar will be conducted in a panel game style. We’ll be drawing inspiration from Around the Horn, the ESPN show hosted by Tony Reali and feature four chapter gurus coming from different perspectives who will weigh in on tough chapter challenges.
The Chapter Panel consists of Peter Houstle from Mariner Management as a Chapter Executive Director, Mark Prevost from Billhighway as a chapter techie, Ed Bodensiek as a chapter leader for CXPA (who has a different chapter model) and Amy Burke as an association CEO for MCI USA. The lovable Peggy Hoffman from Mariner Management will play the moderator and will give points for well-made arguments and deduct points for those who inspire her to hit the `mute’ button. Gotta keep things fun, right?! It is March Madness after all…we hope you’ll choose to join us!
Any question is welcome and will be addressed in the open forum.
Improve Member Join/Renew Experience: Have You Called Your Association Lately?Billhighway
The document discusses the results of an experiment where the author secretly contacted various associations and chapters posing as a potential new member to evaluate the customer experience. They found that many websites did not provide clear information on how to join or who to pay dues to. When calling, it was often difficult to reach a live person, and frontline staff were frequently unable to answer basic questions. There was also poor follow-up when messages were left. While chapter staff could usually provide national membership details, many national associations could not provide information on joining local chapters. The author advocates for associations to secretly evaluate their own customer experiences to identify areas for improved training, standards, and growth opportunities.
Creating a Habit of Giving with CollegiansBillhighway
Storytelling. Crowdfunding. Social media. Fun events… We’ve all heard about what is next in the world of fundraising, but you can only take on so much. You know your collegians best. How can you leverage this knowledge to take your fundraising to the next level? Join us on a journey from the initial ask, to receiving the donation to utilizing the donor data. Combine the power of your member knowledge and technology to create a cycle that starts with what inspires them to give and comes full circle with sharing their impact. We’ll cover best practices in fundraising and technology to keep them giving over and over again.
Originally presented on 8/24/16 at THE Foundations Seminar 2016 by Kyle Martin, Billhighway Client Relations Consultant
Is Finance Not Your Friend? Quick tips to Help Keep Your Chapters at the Top ...Billhighway
The document provides tips for keeping student chapters' finances organized across five key areas: 1) Analyzing budgets from the previous and current fiscal years to check for anomalies, 2) Managing new member billing depending on recruitment timing, updating rosters and payment processes, 3) Identifying outstanding member balances at semester's end to collect or set up payment plans, 4) Watching for "red flags" in reimbursements, vendor checks, and member credits, and 5) Reviewing budget reporting and comparing amounts budgeted to actual spending to check for overages.
Even the worst attacks can have a silver lining – Australia’s journey from pa...Billhighway
On-demand webinar available here: http://bit.ly/2jBJ6te
In a time of drastic change in the labor space, isn’t it time we heard a story of hope? Join us as we sit down with John Dixon, General Secretary at New South Wales Teachers Federation (NSWTF). He’ll tell his story of the challenges the organization faced when losing payroll deductions and how they overcame them.
Sharing Members: Optimizing the National and Chapters IntersectionBillhighway
From the member’s perspective, the line between “chapter” and National is blurred. Let’s look at how we can tap the opportunity this presents through a process designed to examine the member experience from their viewpoint. We’ll be working to walk through how to start mapping out your members’ experiences to find the overlap – the opportunity – between National and local, we’ll get you thinking about your members and answering key questions. Where does your National and chapter experiences begin and end? Where do they meet in the middle? And who is best positioned to own and optimize a specific experience?
Harnessing the Web 2014: Association Sector Survey Summary ReportRichard Gott
This presentation was delivered to 100 senior association executives and it provides a unique insight into past, present and proposed future use of the web.
Key areas include key sector online challenge and goals, CRM, content management, mobile web, online social media and email marketing.
The report provides practice advice and recommendations as well as sector 'success stories'.
A key and emerging theme is the challenge of achieving effective online member personalisation and having legacy systems/processes. These issues will be addressed at the Harnessing the Web conference later in the year - http://www.harnessingtheweb.com
#ChapterLove: Collaborating at All LevelsBillhighway
Showing your chapters some love is a winning strategy for driving engagement at all levels of your organization. Why? Because chapters create the stickiest type of member interactions—local engagement. Join us to learn simple ways you can show your chapters some love and help address the often contentious National-chapter relationship woes.
Billhighway: A Solution for Better Chapter Performance Billhighway
Do you ever wonder if there are ways you can help your chapters be more effective? Chapter leaders are typically not association management experts. They’re not financial whizzes, compliance professionals, database managers, technologists, or website administrators. The responsibilities of managing a chapter take many of them far outside their comfort zone and can limit their effectiveness in serving members.
The good news is you and your chapter leaders don’t have to put up with this frustrating situation. The solution is out there, but you might not know about it yet. Everyone’s familiar with AMS, LMS, event registration platforms, and other tools used for chapter management. But do you know that Billhighway unifies all that functionality into one solution that helps to significantly improve chapter performance, increase member retention, and grow revenue? Join us to learn more about how you can dramatically increase the performance of your chapters and why your chapter leaders and Executive Director will love you for it.
We traditionally focus on resources, tools, and insights that help you and your chapters without being a commercial for Billhighway. This webinar is different, so we want to be upfront about it. In times like these, associations need Billhighway more than ever. So we’re breaking with tradition and focusing this webinar on demonstrating how the Billhighway solution can help component-based associations solve the unique challenges of our current times.
Best Practices in CRM for Nonprofits - Webinar with StayClassy, roundCorner a...TheConnectedCause
The Best Practices in CRM for Nonprofits Webinar with StayClassy, roundCorner and Heller Consulting shows the benefits of a CRM for your nonprofits and also shows how having an integrated system is better for your nonprofits and even more so for your constituents. Heller shows how creating a CRM strategy is key for the success of your implementation.
Get Your Dues Process Under Control — Small steps towards solving a big chapt...Billhighway
On-demand available here: http://bit.ly/2muqKsI
Does your chapter dues process take too long? Cost too much money? And just to add a cherry on top, it’s a nightmare to manage? If you collect your dues or other payments at the local/chapter level, then this webinar is for you!
AIGA Slack: A New Tool for Chapter LeadersBillhighway
AIGA adopted Slack to improve communication between its national organization and chapter leaders. Over 600 of AIGA's 900 chapter leaders now use Slack, participating in over 131 channels. Slack has helped bridge communication gaps and elevate chapter ideas and content to the national level. It also reduces email use. While challenges include leader turnover and potential distraction, Slack overall enhances connection between levels of the organization.
Powering Up Your Chapter Leaders Succession PlanningBillhighway
On-Demand available here: http://bit.ly/2h3oPNQ
Join Peggy Hoffman from Mariner Management & Marketing LLC for a different take on chapter succession planning. We’re shifting from talking about providing succession plan templates to coaching for success.
Chapter Events: Deciding on In-Person, Hybrid, or VirtualBillhighway
What’s the outlook for in-person chapter events in 2021 and how do we help chapter leaders decide whether to host an in-person, hybrid, or virtual event?
For nearly a year, CRPs and chapter leaders have focused on virtual. As the vaccine rolls out across the country, the focus is shifting to when chapters can resume in-person meetings (and indeed some already have). But should chapters plan on in-person meetings this year? Can they provide a safe experience? Will members be ready? What about hybrid—the word on everyone’s mind? Is that a viable possibility?
Like you, we had more questions than answers so we tapped one of the brightest minds we know on association and chapter events. Join us as we provide expert advice on how to help chapters make the right event decisions.
Hosted by Billhighway and Mariner Management.
CRMready Webinar Series - Part 1 - CRM: What It Is, Why It’s Important and Ho...TheConnectedCause
In the CRMready Webinar Series, The Connected Cause takes a look at what CRM is, how it can help your nonprofit and details next steps for you to take in order to adopt a new CRM to further your mission. In Part 1 they are joined by Heller Consulting, Idealist Consulting and Idealware to discuss what is CRM, why is it important and how can you make the case for CRM at your nonprofit.
HDI Capital Area Meeting March 2019 Next Step Quality: 5 Steps to Increasing ...hdicapitalarea
About the Program
You may have a great team of professional, courteous, customer-service oriented analysts, but that doesn't mean they'll always know how to resolve an issue. Attend this interactive presentation for a discussion of the many obstacles to service desk effectiveness and strategies for overcoming them. Leave motivated to begin implementing these strategies and increasing quality on your service desk right away!
Learn how to:
- Assess the quality of your current support
- Utilize in-house resources to tailor and deliver a comprehensive training program
- Leverage knowledge management
- Enforce policies to ensure information is retained and utilized
Grow Your Organization through Hyper-Focused Target MarketsHighRoad Solution
Many associations are finding themselves with an aging population, declining revenue and lack of verve. Facing new pressures to become data-driven, gain greater member insight and practice predictive marketing, associations are under even more pressure than ever to evolve. Hear how one organization threw out their traditional marketing playbook and reset their membership, product and service strategies. Learn how to get hyper-focused with your own target markets and how to gain both stakeholder and internal staff adoption to create serious change.
Drive Chapter Behavior with Targeted BenchmarkingBillhighway
Benchmarking (count and compare) can serve many purposes, but the most important purpose is to define what’s most important! Everyone’s likely heard some variation on the business maxim, “you can’t manage what you don’t measure,” but the corollary consequence, “you tend to manage what’s being measured” is often overlooked. Bottom line, if we want our chapters to help us serve the members and move the mission, we need to benchmark those behaviors that help us achieve that end. In other words, let’s count the things that count…and, oh by the way, all the things that count can’t necessarily be counted!
Benchmarking also implies comparison, and here’s the other important purpose. When we measure and make comparisons on those metrics which are truly important, we can then identify our “bright spots” – the high achievers – and replicate those behaviors across the system. Win-win!!
We talk about what we’re benchmarking (or not) and why. While there’s no guarantee, experience suggests that “if you measure it, they will do it,” so let’s be sure we measure the right stuff.
Chapter Tech Edition: A Few of Our Favorite Chapter Tools for 2021Billhighway
The shift to virtual has placed an even greater emphasis on the importance of leveraging technology at the local level. In this session, we’ll share specific tools to help maximize chapter performance in this new reality. Peter Houstle & Peggy Hoffman from Mariner Management will be your Tech Emcees and share how CRPs are leveraging these chapter tech tools on the job and why they’re recommending them to their chapter leaders. These tools come straight from other CRPs, so we’re sure they can work for your association too!
Tracking Chapter Effectiveness: Tips for Creating Powerful DashboardsBillhighway
How many of us struggle with getting chapter volunteers to submit reports? How many of us have a file folder full of individual spreadsheets or reports? Maybe you even have some great chapter data, but are you able to make this data meaningful for your chapters, your board or even your staff? When attempting to track chapter effectiveness, knowing what to measure is just one part of the equation. The other is knowing how to collect, store and share that data, in addition to recognizing and tracking the data trends.
Check out this webinar where we share tools and tips for creating benchmarking dashboards that give input to your chapters and staff. In this webinar, you’ll hear stories from other associations on what methods they have used to leverage their data, and how they have helped chapters and staff make better decisions about what’s needed to serve member needs.
3 Ways to Tap Chapter Relevance in 2021Billhighway
We’re at the beginning of a new year, and opportunity abounds us. We know chapters are more relevant than ever. In many ways, the success in 2020 for components was tied to the fact that they were in a position to pivot more readily. We can harness that agility with the right support and permissions, so how do we tap chapters? Learn three lenses to view chapter relevance through and how to make a case to optimize chapters as part of your overall association success strategy in 2021.
The Chapter Playbook: Part 2 — Marketing, Membership and EventsBillhighway
Some call it a chapter toolkit, we call it a Chapter Playbook. In part 2 of this mini-series, we cover:
- Marketing, membership and event information you should consider when creating your Chapter Playbook.
- Key questions for you to ask yourself as you build out a toolkit for your chapters to follow to set them up for success.
- Best practices to arm your chapters with to help them optimize their membership and event efforts.
[Webinar] March Madness: Ask a Chapter ExpertBillhighway
We want YOU to help make this webinar awesome! Come with your hard-hitting chapter questions, as this webinar will be conducted in a panel game style. We’ll be drawing inspiration from Around the Horn, the ESPN show hosted by Tony Reali and feature four chapter gurus coming from different perspectives who will weigh in on tough chapter challenges.
The Chapter Panel consists of Peter Houstle from Mariner Management as a Chapter Executive Director, Mark Prevost from Billhighway as a chapter techie, Ed Bodensiek as a chapter leader for CXPA (who has a different chapter model) and Amy Burke as an association CEO for MCI USA. The lovable Peggy Hoffman from Mariner Management will play the moderator and will give points for well-made arguments and deduct points for those who inspire her to hit the `mute’ button. Gotta keep things fun, right?! It is March Madness after all…we hope you’ll choose to join us!
Any question is welcome and will be addressed in the open forum.
Improve Member Join/Renew Experience: Have You Called Your Association Lately?Billhighway
The document discusses the results of an experiment where the author secretly contacted various associations and chapters posing as a potential new member to evaluate the customer experience. They found that many websites did not provide clear information on how to join or who to pay dues to. When calling, it was often difficult to reach a live person, and frontline staff were frequently unable to answer basic questions. There was also poor follow-up when messages were left. While chapter staff could usually provide national membership details, many national associations could not provide information on joining local chapters. The author advocates for associations to secretly evaluate their own customer experiences to identify areas for improved training, standards, and growth opportunities.
Creating a Habit of Giving with CollegiansBillhighway
Storytelling. Crowdfunding. Social media. Fun events… We’ve all heard about what is next in the world of fundraising, but you can only take on so much. You know your collegians best. How can you leverage this knowledge to take your fundraising to the next level? Join us on a journey from the initial ask, to receiving the donation to utilizing the donor data. Combine the power of your member knowledge and technology to create a cycle that starts with what inspires them to give and comes full circle with sharing their impact. We’ll cover best practices in fundraising and technology to keep them giving over and over again.
Originally presented on 8/24/16 at THE Foundations Seminar 2016 by Kyle Martin, Billhighway Client Relations Consultant
Is Finance Not Your Friend? Quick tips to Help Keep Your Chapters at the Top ...Billhighway
The document provides tips for keeping student chapters' finances organized across five key areas: 1) Analyzing budgets from the previous and current fiscal years to check for anomalies, 2) Managing new member billing depending on recruitment timing, updating rosters and payment processes, 3) Identifying outstanding member balances at semester's end to collect or set up payment plans, 4) Watching for "red flags" in reimbursements, vendor checks, and member credits, and 5) Reviewing budget reporting and comparing amounts budgeted to actual spending to check for overages.
Even the worst attacks can have a silver lining – Australia’s journey from pa...Billhighway
On-demand webinar available here: http://bit.ly/2jBJ6te
In a time of drastic change in the labor space, isn’t it time we heard a story of hope? Join us as we sit down with John Dixon, General Secretary at New South Wales Teachers Federation (NSWTF). He’ll tell his story of the challenges the organization faced when losing payroll deductions and how they overcame them.
Sharing Members: Optimizing the National and Chapters IntersectionBillhighway
From the member’s perspective, the line between “chapter” and National is blurred. Let’s look at how we can tap the opportunity this presents through a process designed to examine the member experience from their viewpoint. We’ll be working to walk through how to start mapping out your members’ experiences to find the overlap – the opportunity – between National and local, we’ll get you thinking about your members and answering key questions. Where does your National and chapter experiences begin and end? Where do they meet in the middle? And who is best positioned to own and optimize a specific experience?
Harnessing the Web 2014: Association Sector Survey Summary ReportRichard Gott
This presentation was delivered to 100 senior association executives and it provides a unique insight into past, present and proposed future use of the web.
Key areas include key sector online challenge and goals, CRM, content management, mobile web, online social media and email marketing.
The report provides practice advice and recommendations as well as sector 'success stories'.
A key and emerging theme is the challenge of achieving effective online member personalisation and having legacy systems/processes. These issues will be addressed at the Harnessing the Web conference later in the year - http://www.harnessingtheweb.com
#ChapterLove: Collaborating at All LevelsBillhighway
Showing your chapters some love is a winning strategy for driving engagement at all levels of your organization. Why? Because chapters create the stickiest type of member interactions—local engagement. Join us to learn simple ways you can show your chapters some love and help address the often contentious National-chapter relationship woes.
Billhighway: A Solution for Better Chapter Performance Billhighway
Do you ever wonder if there are ways you can help your chapters be more effective? Chapter leaders are typically not association management experts. They’re not financial whizzes, compliance professionals, database managers, technologists, or website administrators. The responsibilities of managing a chapter take many of them far outside their comfort zone and can limit their effectiveness in serving members.
The good news is you and your chapter leaders don’t have to put up with this frustrating situation. The solution is out there, but you might not know about it yet. Everyone’s familiar with AMS, LMS, event registration platforms, and other tools used for chapter management. But do you know that Billhighway unifies all that functionality into one solution that helps to significantly improve chapter performance, increase member retention, and grow revenue? Join us to learn more about how you can dramatically increase the performance of your chapters and why your chapter leaders and Executive Director will love you for it.
We traditionally focus on resources, tools, and insights that help you and your chapters without being a commercial for Billhighway. This webinar is different, so we want to be upfront about it. In times like these, associations need Billhighway more than ever. So we’re breaking with tradition and focusing this webinar on demonstrating how the Billhighway solution can help component-based associations solve the unique challenges of our current times.
Best Practices in CRM for Nonprofits - Webinar with StayClassy, roundCorner a...TheConnectedCause
The Best Practices in CRM for Nonprofits Webinar with StayClassy, roundCorner and Heller Consulting shows the benefits of a CRM for your nonprofits and also shows how having an integrated system is better for your nonprofits and even more so for your constituents. Heller shows how creating a CRM strategy is key for the success of your implementation.
Get Your Dues Process Under Control — Small steps towards solving a big chapt...Billhighway
On-demand available here: http://bit.ly/2muqKsI
Does your chapter dues process take too long? Cost too much money? And just to add a cherry on top, it’s a nightmare to manage? If you collect your dues or other payments at the local/chapter level, then this webinar is for you!
AIGA Slack: A New Tool for Chapter LeadersBillhighway
AIGA adopted Slack to improve communication between its national organization and chapter leaders. Over 600 of AIGA's 900 chapter leaders now use Slack, participating in over 131 channels. Slack has helped bridge communication gaps and elevate chapter ideas and content to the national level. It also reduces email use. While challenges include leader turnover and potential distraction, Slack overall enhances connection between levels of the organization.
Powering Up Your Chapter Leaders Succession PlanningBillhighway
On-Demand available here: http://bit.ly/2h3oPNQ
Join Peggy Hoffman from Mariner Management & Marketing LLC for a different take on chapter succession planning. We’re shifting from talking about providing succession plan templates to coaching for success.
Chapter Events: Deciding on In-Person, Hybrid, or VirtualBillhighway
What’s the outlook for in-person chapter events in 2021 and how do we help chapter leaders decide whether to host an in-person, hybrid, or virtual event?
For nearly a year, CRPs and chapter leaders have focused on virtual. As the vaccine rolls out across the country, the focus is shifting to when chapters can resume in-person meetings (and indeed some already have). But should chapters plan on in-person meetings this year? Can they provide a safe experience? Will members be ready? What about hybrid—the word on everyone’s mind? Is that a viable possibility?
Like you, we had more questions than answers so we tapped one of the brightest minds we know on association and chapter events. Join us as we provide expert advice on how to help chapters make the right event decisions.
Hosted by Billhighway and Mariner Management.
CRMready Webinar Series - Part 1 - CRM: What It Is, Why It’s Important and Ho...TheConnectedCause
In the CRMready Webinar Series, The Connected Cause takes a look at what CRM is, how it can help your nonprofit and details next steps for you to take in order to adopt a new CRM to further your mission. In Part 1 they are joined by Heller Consulting, Idealist Consulting and Idealware to discuss what is CRM, why is it important and how can you make the case for CRM at your nonprofit.
HDI Capital Area Meeting March 2019 Next Step Quality: 5 Steps to Increasing ...hdicapitalarea
About the Program
You may have a great team of professional, courteous, customer-service oriented analysts, but that doesn't mean they'll always know how to resolve an issue. Attend this interactive presentation for a discussion of the many obstacles to service desk effectiveness and strategies for overcoming them. Leave motivated to begin implementing these strategies and increasing quality on your service desk right away!
Learn how to:
- Assess the quality of your current support
- Utilize in-house resources to tailor and deliver a comprehensive training program
- Leverage knowledge management
- Enforce policies to ensure information is retained and utilized
Grow Your Organization through Hyper-Focused Target MarketsHighRoad Solution
Many associations are finding themselves with an aging population, declining revenue and lack of verve. Facing new pressures to become data-driven, gain greater member insight and practice predictive marketing, associations are under even more pressure than ever to evolve. Hear how one organization threw out their traditional marketing playbook and reset their membership, product and service strategies. Learn how to get hyper-focused with your own target markets and how to gain both stakeholder and internal staff adoption to create serious change.
Chapter Performance & Benchmarking Unwrapped: How Associations View ChaptersBillhighway
Day 1 Agenda:
- Overview of how associations view chapters from 3-levels: CRP (operations); CEO (strategy); Chapter Leader (volunteer experience on the ground)
- The findings of the 2022 Chapter Performance and Benchmarking Study
- Share how your association can use the data and findings
View the workshop recording: https://youtu.be/Mh3uxdlf3vs
Members seek face-to-face opportunities to connect, learn, volunteer, and socialize with their peers more than ever. CRPs are looking for ways to activate that member engagement at chapters. Around the country, they’re asking:
- Are associations changing how they manage and relate to their chapters?
- What support and services should we give our chapters?
- How should we evaluate our chapters?
- Are chapters still relevant?
Mariner Management and Billhighway conducted the third Chapter Benchmarking Study to explore these questions and more. We went out to CRPs, CEOs, and Chapter Leaders. The data analysis offers a resource for benchmarking, sharing innovations in chapter management, and starting conversations about the future of chapters. Join us as we unveil the 2022 Association Chapter Performance & Benchmarking Report, and more importantly, look at how you can use it to answer your questions and optimize your chapters! #leveragechapters #gotchapters
How to collaborate digitally with your partners?Anila Macula
1. How working from home can be an opportunity to get to know your business partners better
2. Channel Sales evolution and best practices
3. Which tools you can use for digital partner collaboration
Evolving Your Marketing Technology Stack to Drive Business ResultsPersonifyMarketing
The American Optometric Association started their digital transformation journey three years ago when they recognized that they needed to stop coding emails and uploading lists. Looking to improve their marketing technology stack, the AOA started with integrated email and progressively added new digital marketing components each year, all of which are powered by Personify data.
Join us as we gain insight from Dave Sherman, Director of Marketing & Communications at AOA, and Suzanne Carawan, CMO of HighRoad Solution. We'll walk through the leadership required to manage organizational change, how funding for new projects was requested and received, and the effects these new marketing technology projects had on the AOA's staffing, operations, and revenue.
On-demand available here: http://bit.ly/2l4rNhs
In this webinar, we'll dive deep into leading and lagging KPIs and their importance in developing effective dashboards to monitor chapter performance.
The speaker will provide an overview of PMI®, its certification options, and maintaining certifications. PMI® was established in 1969 and now has over 1 million members worldwide. It offers several certifications including the PMP®, CAPM®, PgMP®, and new additions like the PMI-ACP®. Maintaining certifications requires ongoing professional development units. Membership provides many benefits beyond certification like knowledge resources, publications, and networking through local chapters.
Tap Chapters as a Member Engagement ChannelBillhighway
Are you meeting your members where they’re at in their career? Are your chapters? We know depending on the stage of their career, your members have different needs and wants. This virtual workshop is a deep dive into what the data tells us on membership needs, loyalty and behavior. Tapping the data, we'll create a strategy you can share with your chapters to generate engagement and value based on their career stage. In this virtual workshop, we cover ways your chapters can better prepare volunteers to be the face of your association and engage the next big wave of individuals starting their careers or reinventing themselves.
Is it time to change your chapter structure? According to our Chapter Performance & Benchmarking Report, 1/3 of associations have made substantial chapter structure changes, while 1/3 are considering implementing changes.
We understand that change can be daunting. That’s why we’ll share various approaches, from small incremental adjustments to bold, transformative measures. Join us for an insightful webinar as we explore ways to adapt your chapters to meet the evolving needs of your members!
This webinar is hosted by Billhighway & Mariner Management.
All the details to consider when launching an enterprise-wide employee recognition solution can seem confusing and downright overwhelming for your clients. During this session Kim, Beth and Stan demystified the process and shared secrets to ensuring a successful "go live" and setting any organization up for sustained momentum in the crucial early days.
The document is an IT satisfaction scorecard that was prepared by Info-Tech Research Group based on survey responses from 64 individuals. It includes a 91% survey completion rate. The scorecard provides an overview of the key steps in Info-Tech's methodology to measure business stakeholder satisfaction, highlight IT constraints, prioritize issues, develop an improvement roadmap, and build action plans to manage stakeholders.
You have a solid base for recruiting and training chapter volunteers that has worked well in the past. Then came the evidence-based research on volunteers challenging our percepts. Followed by the pandemic and increased volunteer burnout. Turns out our training programs need a new approach. What can you do? Let’s do a reboot on chapter volunteer training. Join us for a conversation on how to use volunteer motivations and personas to drive learning and rethink our approach so we can retain volunteers and develop future leaders. Ready to shift your volunteer training to get a better learning experience?
The webinar provided an overview of the Quality Mentoring Assessment Path (QMAP), a self-assessment tool for youth mentoring programs to evaluate their quality based on effective practice standards. It described the sections and benefits of the QMAP, announced two pilot projects for programs to test the tool, and outlined the steps for programs to register and participate in the pilots. The goal is to help programs improve their practices through self-reflection and technical assistance from the Mentoring Partnership of Minnesota.
It's All About Integration - Using Your AMS to Power Community EngagementMemberSuite
An engaged member is a happy member. You know how important it is to give your members programs and activities that they love, as this drives them to renew membership. There are new opportunities for associations to engage members at a deeper level, and with greater sophistication, if you have the right technology. You may have multiple systems you use to engage your members, but what tools are you using for engagement tracking? In MemberSuite’s webinar “It’s All About the Integration: Using Your AMS to Power Community Engagement”, we’ll hear from a panel of experts about the importance of aligning your community with a powerful database to help drive engagement at your association. Our panel includes:
Tom Lehman - Publisher of the annual Lehman Reports AMS study
Rob Kaighn - Director of Partnerships for Higher Logic
Shaun Holloway - Director of Information Technology at ACUHO-I
Moving to the Front of the Pack: How to Achieve Digital Transformation with M...Apttus
Digital transformation is achieved by engaging your clients, empowering your employees, optimizing your operations and transforming your products. Join this session to learn how Microsoft and Hitachi Solutions give Financial Advisors unprecedented visibility into client, company, and investment data so you can use it to make better-informed decisions and execute on new business opportunities, so you can stay in front of the pack.
Crawford Group, a marketing workforce solutions agency in partnership with Attendease, an event automation platform provider presents - Work Smarter, Not Harder webinar. The webinar explains how to build a winning marketing team and technology stack to effectively deliver your events.
Here’s what you’ll learn:
• How to assess your event marketing services needs
• How to select the right approach to build your team
• How to build a technology stack that works for you
• How Adobe streamlined their event management process
Deconstructing Marketing Integration (and How to Pull It All Together for Bes...Liz Murphy
This document discusses strategies for integrating marketing channels and departments to improve fundraising results. It provides examples of how Special Olympics International (SOI) has successfully integrated its direct response, digital, communications, and chapter fundraising efforts. Key aspects of SOI's integrated approach discussed include: having direct response report to one executive; using a shared revenue model; developing an integrated direct marketing program with chapters; and conducting tests that show the positive impact of integrating online and offline channels through tactics like retargeting direct mail donors on Facebook. The document also outlines common challenges to integration like data and technology limitations and provides tips for overcoming issues through cross-departmental collaboration.
Deconstructing Integration (and How to Put It All Together for Best Results) ...RedEngine Digital
Successful integrated marketing is made up of a lot of pieces - and isn't just about the various channels. Walk through all the elements you need to consider when planning and launching integrated, multi-channel campaigns, including organization, structure, technology, messaging, data, timing, budgeting, attribution and even competition. Hear how Special Olympics has aligned their internal staff and departments to efficiently integrate their channels and campaigns for both their national organization and also for its state programs. And see examples of successful integrated campaigns from Special Olympics and other organizations. This will be an interactive session, so bring your problems and solutions to the group!
Learning Outcome #1:
Discussion on the best organizational structure for integration
Learning Outcome #2:
Learn how each individual marketing element and channel can and should work in concert with others
Learning Outcome #3:
Tips on obstacles and solutions to integrated marketing
Presenters:
Olga Woltman, Director, Online Giving, Special Olympics
Liz Murphy, Founder, RedEngine Digital
CRM Options for Enterprise Nonprofits - Blackbaud CRM SolutionsHeller Consulting
Watch the webinar here:
http://teamheller.com/webinar-blackbaud-crm-options/
For over 30 years, Blackbaud’s CRM solutions have helped nonprofit organizations raise more money and build lifelong support with their constituents. If fact, with over 28,000 active clients, Blackbaud is a household name, with few in the nonprofit industry who haven’t worked with one or more of their products. In this presentation, nonprofit experts from Blackbaud will join Heller Consulting in a free webinar to share their solutions designed to power social good.
This is our third webinar in the “CRM Options for Enterprise Nonprofits” series. In this session, the Blackbaud team will outline the unique features and outcomes capabilities of their suite of CRM, engagement, fundraising tools.
Keith Heller, founder and Chief Strategist of Heller Consulting, will also share insights on CRM best practices for enterprise nonprofits based on his 20 years of advising and leading organizations on their CRM journey.
How Organizations Are Using Analytics in Succession DecisionsDavid Underwood
The document discusses how organizations are using analytics in succession decisions. It provides examples from IBM of how they use analytics to identify future leaders early in their careers through programs like Talent Sparks. It also discusses how IBM uses analytics to increase women in executive leadership through the Reconnections Initiative. The Corporate Service Corps is highlighted as using analytics to provide leadership development while delivering pro bono consulting. Strategic Management Decisions advocates using structural equation modeling and linking assessments to business metrics to identify critical competencies that drive outcomes. The importance of succession planning focusing on business needs rather than just replacement is emphasized.
Revenue Revamp: 5 Game-Changing Fixes Help Chapters Increase Non-Dues Revenue...Billhighway
As an association exec, you’d love for 2024 to be a year of strong non-dues revenue growth – for you and your chapters. If sponsors, exhibitors, and advertisers believe your chapters can positively impact their bottom lines, chapters will convert more customers with less effort.
But most chapters (and some associations) inadvertently turn off those buyers because of website navigation, collateral, and messaging that leaves prospects confused and unconvinced. How can we help our chapters?
This fun session will outline simple changes that will help chapters to attract and convert sponsors, exhibitors, and advertisers efficiently and effectively including:
- How to quickly create a compelling case to invest money with your association
- Which stats and stories provide the most effective social proof of your value
- What information buyers need at various stages of their buying journey
We're diving into simple, game-changing fixes to help your chapters skyrocket their non-dues revenue. Think attracting sponsors, exhibitors, and advertisers like a pro!
Communication lies at the heart of every successful association, driving growth, engagement, and impact in today’s fast-paced world. For chapters, communicating effectively is paramount to their strength and success. Are you ready to take your chapter communications to new heights?
Drive Member Engagement through Revitalized Chapter EventsBillhighway
This document provides suggestions for revitalizing chapter events to drive member engagement through co-creation, collaboration, connections, and content. It recommends getting members involved in event creation, having chapters collaborate on events, building networking into the event design, and making content engaging and an enjoyable learning experience. Specific tactics include asking members for input, setting up focus groups, adding polls, collaborating across chapters, offering interactive table exercises, meetups for specific interests, and exploring new session formats. It also includes examples of short event formats and ways to expand events such as curated playlists, expert clinics, and explorer groups.
6 Habits to Build in Your Components (& for CRPs!)Billhighway
As James Clear states, “You do not rise to the level of your goals. You fall to the level of your systems.” When systems become outdated and ineffective, chapters fall into bad habits that inhibit their growth and endanger their future.
Join us to learn how to coach and support your chapters as they develop better habits. We share strategies to make small, sustainable changes.
Watch the webinar recording here >> https://youtu.be/A2dmqdT2r4U
This webinar is hosted by Billhighway & Mariner Management.
The 5 Most Important Metrics for Your ComponentsBillhighway
Are you ready to make your components more successful this year? Then, join us for this exclusive webinar to help your chapters build better habits and measure five essential metrics. We cover what you should monitor to stay ahead of the game.
11 Ways to Help Chapters Avoid (Or handle) a CrisisBillhighway
Sit back and enjoy this webinar where we decode crises we see (and feel) in chapters. We cover all kinds of troublesome scenarios, from chapter financial mismanagement, fraud, and cybersecurity attacks to AWOL or unprepared chapter officers and everything in between.
Your association’s approach to chapter crisis management and prevention depends entirely on your relationship with your components – in terms of both structure (subsidiary or independent) and your connection. While this webinar assumes chapters are subsidiaries, a situation that brings more risk to National and supposedly provides more control. Even if your components are independent, you (and your chapters) will benefit from this advice. Join us for some tips and best practices to help handle (or hopefully avoid) your next chapter crisis!
20 Things You Can Do For Your Chapters in 2023Billhighway
This document provides 20 things that associations can do to help their chapters and volunteers succeed. It discusses both quick things that can be done now like focusing on outcomes rather than checklists, as well as things that take more time like helping chapters embrace change. It also outlines things that will have a lasting impact, such as rethinking volunteer training programs, and resources that can help get initiatives done like multi-chapter management programs. The document aims to give associations actionable strategies to strengthen their chapter networks and volunteer support.
Can You Hear Me? Effective Practices in Communicating with Chapter LeadersBillhighway
Good old-fashioned communication is one of the best ways to build successful relationships with your chapters. Communication is a two-way street, but not everyone communicates in the same way.
Have you ever been frustrated by the lack of transparency between you and your chapters? Or felt like your communication revolved around administrative asks instead of resources and advice? Maybe it’s time to Mari Kondo your chapter communications.
Peggy Hoffman from Mariner Management — with help from some super communicator CRPs —shares advice and examples on creating effective chapter communication practices.
Speakers:
- Peggy Hoffman, Mariner Management
- Michele Champion, California Association of Marriage and Family Therapists (CAMFT)
- Jennifer Steffan, National Institute of Governmental Purchasing (NIGP)
- Wesley Carr, American Inns of Court
Hosted by Billhighway & Mariner Management.
Idea Swap: Helping Chapters Embrace ChangeBillhighway
We need chapter leaders to make changes. It could be huge like shifting structures, medium like embracing new volunteer models, support services, affiliate agreements, or easy like changing your schedule. Resistance to change is natural. Anytime you introduce a new process or technology, you have to think about change management from the very start. Unfortunately, we underestimate how our leader training can support us in leading that change. This idea swap will explore how we can use our current and future training opportunities to help chapters embrace change.
Hosted by Billhighway & Mariner Management.
The Webinar You Need to Get Your Leaders On Board with New TechBillhighway
When you discover a new tech tool, do you sign right up? Sit back and wait? Shake your head?
More than 130,000 new apps hit mobile platforms every month, and thousands of new startups target us with ads…all promising to be the best tech you’ve ever used. And the subconscious way you approach new tech can greatly impact the way you can leverage today’s biggest advancements.
Join Beth Z, Your Nerdy Best Friend, to discover your Technology Psychology. You’ll take a self-assessment to find out your Technology Psychology Persona to help you understand the benefits and limitations of your approach to new technology. You’ll also see the new tech world from other perspectives so you can understand why it’s so tough to get everyone on the same digital page when it comes to tech solutions.
JOIN BETH Z’S BRAND-NEW PROGRAM TO…
- Identify how you subconsciously approach new technology
- Gain insight into other views of technology to find common ground to be more productive
- Discover techniques that make new technology work better for you, no matter your Technology Psychology
- Leave with new tech tool ideas that you can use right away!
MEET YOUR NEW NERDY BEST FRIEND…
Beth Ziesenis: Author. Speaker. Nerd.
Since her first Motorola RAZR flip phone, Beth has made a verb out of the word “nerd.” She’s here to help you filter through thousands of apps, gadgets, widgets and doodads to find the perfect free and bargain technology tools for work and home. Although the only real trophy she ever won was for making perfect French fries at McDonald’s in high school, Beth Z has been featured on Best Speaker lists by several organizations that write best speaker lists. She has written a whole shelf of books on apps and has spoken to more than 100 thousand audience members just like you. And if you’re puzzling over why she goes by “Beth Z”… it’s because she only finds about three people a year who can pronounce her last name.
Hosted by Billhighway, Mariner Management & Your Nerdy Best Friend
Idea Swap: Ways to Celebrate & Appreciate Our VolunteersBillhighway
Don’t let National Volunteer Week (#NVW) sneak up on you! National Volunteer Week is April 17th through April 23rd. So go ahead and mark your calendars now! It’s an opportunity to shine a light on the people who tirelessly serve our associations. Volunteers represent a large portion of our organizations and keep our chapters thriving, making them critical to our ability to meet member needs and move our missions. We’d be lost without them.
The question is, how do we authentically reward, recognize and support our chapter volunteers? To celebrate, we’ve compiled our favorite ways to show appreciation now or at any time of the year. In reality, we don’t need a month or week designated to thank our volunteers; instead, we should be showing our appreciation all year long. So join us for an idea swap with your CRP peers chocked full of ideas and inspiration to show your volunteers some love.
Hosted by Billhighway & Mariner Management.
Sending CRPs Some Love: Our Best Chapter ResourcesBillhighway
February is the month of love! And you know who we love most? CRPs! CRPs make a difference every day by helping their association and chapters solve the challenges in front of them. But where do CRPs turn for help? Your community of course…and Billhighway & Mariner!
We’re floored by the range of issues that component relations professionals (CRPs) address daily, so we want to help you manage stressful chapter situations and give you strategies to circumvent them.
In this webinar, we:
1. Address challenges that are unique to CRPs, from chapter succession issues to monitoring component performance, and everything in-between
2. Provide different approaches to solving these tough chapter issues
3. Highlight our favorite resources, best practices, and tips & tricks
We have many resources for your moment of need, so let’s use them to look ahead and move the needle in 2022.
This webinar was brought to you by Billhighway & Mariner Management.
Chapter Performance & Benchmarking Unwrapped: Creating a Compelling Chapter S...Billhighway
This document discusses creating compelling chapter stories and benchmarking chapter performance. It provides tools and strategies for chapter leaders to communicate the value and impact of their chapters. This includes identifying strategic goals chapters can support, selecting key performance indicators to measure chapter effectiveness, and crafting different types of stories around chapters, such as highlighting their overall impact, specific initiatives they enable, and smaller successes. The document emphasizes using data and member insights to guide these efforts and shares examples of effective storytelling from other associations.
Virtual Idea Swap: Coaching Chapter Leaders for SuccessBillhighway
What would we do without chapter volunteers? They’re our everything! Year after year, volunteers step up, take on chapter leadership roles, then step aside for the next set of leaders. So how do we ensure our volunteers have what they need to contribute? How can we inspire them?
In this chapter virtual idea swap—Coaching Chapter Leaders for Success—you'll be able to collaborate with your CRP peers on essential coaching skills aimed at attracting and motivating volunteer leaders.
Prepping for 2022: Chapter Virtual Idea SwapBillhighway
With 2021 winding down, what’s ahead for chapters? COVID will still be “a thing” and, for some, budgets will still be in flux. We can expect there will be challenges and new opportunities galore. So we put our collective heads together to think positively and proactively about 2022. We offered some tips based on 2021 and collaborated on how to prepare for next year. Participants shared lessons learned, ideas tried and solutions found.
Pivoting Your Chapter Leadership Conference to VirtualBillhighway
As the world begins to open back up in the coming months, one question will continue to remain on the minds of many chapter leaders–what now? Can they still count on your association to provide the leadership resources they need to continue to bring community and education to members? The future is still uncertain, but what’s clear is that chapters will need to change how they deliver value to members.
While we figure it all out, there is no doubt that this is an excellent opportunity to introduce your chapter leaders to different forms of virtual education. The best way to learn is through experience. Join in as we explore how to turn your chapter leader training to virtual meetings that create engaging connections in unexpected ways.
Brought to you by 2019 CEX Sponsor, Community Brands!
https://www.communitybrands.com/
it describes the bony anatomy including the femoral head , acetabulum, labrum . also discusses the capsule , ligaments . muscle that act on the hip joint and the range of motion are outlined. factors affecting hip joint stability and weight transmission through the joint are summarized.
Macroeconomics- Movie Location
This will be used as part of your Personal Professional Portfolio once graded.
Objective:
Prepare a presentation or a paper using research, basic comparative analysis, data organization and application of economic information. You will make an informed assessment of an economic climate outside of the United States to accomplish an entertainment industry objective.
Executive Directors Chat Leveraging AI for Diversity, Equity, and InclusionTechSoup
Let’s explore the intersection of technology and equity in the final session of our DEI series. Discover how AI tools, like ChatGPT, can be used to support and enhance your nonprofit's DEI initiatives. Participants will gain insights into practical AI applications and get tips for leveraging technology to advance their DEI goals.
Biological screening of herbal drugs: Introduction and Need for
Phyto-Pharmacological Screening, New Strategies for evaluating
Natural Products, In vitro evaluation techniques for Antioxidants, Antimicrobial and Anticancer drugs. In vivo evaluation techniques
for Anti-inflammatory, Antiulcer, Anticancer, Wound healing, Antidiabetic, Hepatoprotective, Cardio protective, Diuretics and
Antifertility, Toxicity studies as per OECD guidelines
বাংলাদেশের অর্থনৈতিক সমীক্ষা ২০২৪ [Bangladesh Economic Review 2024 Bangla.pdf] কম্পিউটার , ট্যাব ও স্মার্ট ফোন ভার্সন সহ সম্পূর্ণ বাংলা ই-বুক বা pdf বই " সুচিপত্র ...বুকমার্ক মেনু 🔖 ও হাইপার লিংক মেনু 📝👆 যুক্ত ..
আমাদের সবার জন্য খুব খুব গুরুত্বপূর্ণ একটি বই ..বিসিএস, ব্যাংক, ইউনিভার্সিটি ভর্তি ও যে কোন প্রতিযোগিতা মূলক পরীক্ষার জন্য এর খুব ইম্পরট্যান্ট একটি বিষয় ...তাছাড়া বাংলাদেশের সাম্প্রতিক যে কোন ডাটা বা তথ্য এই বইতে পাবেন ...
তাই একজন নাগরিক হিসাবে এই তথ্য গুলো আপনার জানা প্রয়োজন ...।
বিসিএস ও ব্যাংক এর লিখিত পরীক্ষা ...+এছাড়া মাধ্যমিক ও উচ্চমাধ্যমিকের স্টুডেন্টদের জন্য অনেক কাজে আসবে ...
June 3, 2024 Anti-Semitism Letter Sent to MIT President Kornbluth and MIT Cor...Levi Shapiro
Letter from the Congress of the United States regarding Anti-Semitism sent June 3rd to MIT President Sally Kornbluth, MIT Corp Chair, Mark Gorenberg
Dear Dr. Kornbluth and Mr. Gorenberg,
The US House of Representatives is deeply concerned by ongoing and pervasive acts of antisemitic
harassment and intimidation at the Massachusetts Institute of Technology (MIT). Failing to act decisively to ensure a safe learning environment for all students would be a grave dereliction of your responsibilities as President of MIT and Chair of the MIT Corporation.
This Congress will not stand idly by and allow an environment hostile to Jewish students to persist. The House believes that your institution is in violation of Title VI of the Civil Rights Act, and the inability or
unwillingness to rectify this violation through action requires accountability.
Postsecondary education is a unique opportunity for students to learn and have their ideas and beliefs challenged. However, universities receiving hundreds of millions of federal funds annually have denied
students that opportunity and have been hijacked to become venues for the promotion of terrorism, antisemitic harassment and intimidation, unlawful encampments, and in some cases, assaults and riots.
The House of Representatives will not countenance the use of federal funds to indoctrinate students into hateful, antisemitic, anti-American supporters of terrorism. Investigations into campus antisemitism by the Committee on Education and the Workforce and the Committee on Ways and Means have been expanded into a Congress-wide probe across all relevant jurisdictions to address this national crisis. The undersigned Committees will conduct oversight into the use of federal funds at MIT and its learning environment under authorities granted to each Committee.
• The Committee on Education and the Workforce has been investigating your institution since December 7, 2023. The Committee has broad jurisdiction over postsecondary education, including its compliance with Title VI of the Civil Rights Act, campus safety concerns over disruptions to the learning environment, and the awarding of federal student aid under the Higher Education Act.
• The Committee on Oversight and Accountability is investigating the sources of funding and other support flowing to groups espousing pro-Hamas propaganda and engaged in antisemitic harassment and intimidation of students. The Committee on Oversight and Accountability is the principal oversight committee of the US House of Representatives and has broad authority to investigate “any matter” at “any time” under House Rule X.
• The Committee on Ways and Means has been investigating several universities since November 15, 2023, when the Committee held a hearing entitled From Ivory Towers to Dark Corners: Investigating the Nexus Between Antisemitism, Tax-Exempt Universities, and Terror Financing. The Committee followed the hearing with letters to those institutions on January 10, 202
How to Build a Module in Odoo 17 Using the Scaffold MethodCeline George
Odoo provides an option for creating a module by using a single line command. By using this command the user can make a whole structure of a module. It is very easy for a beginner to make a module. There is no need to make each file manually. This slide will show how to create a module using the scaffold method.
3. About CEX: The Association
Component Exchange
The only conference designed exclusively for
component relations professionals (CRPs).
4. Today’s Agenda
Trail 1: Climbing to the Top: Chapter Data that Drives
Innovation
Connect with Your Hiking Buddies
Trail 2: How to Help Your Chapters Build a Stream of
Competent, Passionate Volunteers
Trail 3: Earn Your CRP Badge: First Aid for Chapters in
Crisis
Trail 4: Choose Your Own Adventure: Campfire Chats &
Stories
Trail 5: Check in at the Trailhead: Map Your Path
Forward
Trail Mixer
morningafternoon
5. Got chapters? We’ve got solutions. Billhighway unifies finances
and data for organizations with components. We solve inherent
operational, data and financial complexities that impact
component-based associations.
About Your Hosts
Mariner Management & Marketing is your partner in helping
association volunteers and staff create the greatest possible
value for your members and in ensuring the long term health and
growth of your association.
7. Why do components matter?
Why is the community in the room today so
important to associations and our
communities?
Share your insights with KiKi, our
Resident Association Chatter.
KiKi L’Italien
Association Chatter
Brought to you by
8. Join our resident musician around
the campfire for a finale that's sure
to knock your socks off!
Austin Ellis
Resident Musician
Brought to you by
12. Create a Safe
Space
01 02 03 04
Be Present Challenge
Ideas,
Not People
Share: Ideas,
Experiences &
Thoughts!
Maximize Your CEX Experience
Be Willing to
Call Time Out If
Discussion
Goes Astray
05 06 07 08
Meet People Ask Questions Have Fun!
13. Write down your goals, questions and
reasons for attending the conference
01
CEX Workbook
Use your CEX Workbook for these 5 reasons:
Learn what to expect and the objectives
of each session
02
TAKE NOTES 03
Fill out the session work pages, toolkits,
and questions
04
Capture your AHA moments and
takeaways from each session
05
14. The CEX App
Download the SwapCard app to access
everything you need to know about CEX.
• Speakers
• Sponsors
• Agenda
• Attendees
• Meet the Hosts
• Today’s Entertainment
• Social
• Messages
• Notifications
• Contacts
• Your Profile
15. Climbing to the Top: Chapter Data
That Drives Innovation
What is the role of chapters? Are chapters still
relevant? How does our chapter program compare?
TRAIL 1
Peter Houstle
Co-Founder & CEO
Mariner Management & Marketing
Page 18
19. What’s Important…
Auto Manufacturer: SALES
• Silver - 28.1%
• White - 11.8%
• Light Brown - 11.6%
• Black - 11.2%
• Med Dk Blue - 9.5%
• Med Red - 7.6%
• Med. Dark Gray - 6.2%
• Med Dark Green - 5.3%
• Gold - 3.4%
• Dark Red - 2.6%
Insurance Company: LOSS
• Gender and Age
• Marital Status
• Where You Live
• Credit Score
• Profession
• Safety Rating
• Vehicle Size
• Age of the Car
22. Download the report at
http://bit.ly/chapterbenchmark2019
2019 Chapter
Benchmarking
Report
23. What did we measure?…
Mission?
Organization (how they operate)
21 questions
Activities (what they do)
1 question (a big one!)
Membership (who they serve)
4 questions
Performance (how well they do it)
9 questions
.
INPUTS OUTCOMES
25. A few highlights …
• Relationship
Separately Incorp/Chartered 49%
Independent Affiliates 23%
Wholly Owned Subsidiaries 19%
26. A few highlights …
• Relationship
• Membership & Dues
Contingent Membership 66%
Unified Dues 40%
HQ Collects Dues 56%
27. A few highlights …
• Relationship
• Membership & Dues
• Programs & Services49% - Separately
Incorporated/Chartered
23% - Independent Affiliates
19% - Wholly Owned
Subsidiaries
Networking
and
education
top the list
28. A few highlights …
• Relationship
• Membership & Dues
• Programs & Services
• Affiliation Requirements
89% require
affiliation agreement
or charter
29. A few highlights …
• Relationship
• Membership & Dues
• Programs & Services
• Affiliation Requirements
• HQ Support
Event Promotion
Database Management
Start-up Kit
Dues Invoicing
30. A few highlights …
• Relationship
• Membership & Dues
• Programs & Services
• Affiliation Requirements
• HQ Support
• Performance Metrics
Formal Assessment Tool - 29%
• Retention
• Recruitment
• Engagement
31. Poll
Which of the following data points do
you track at the chapter level?
(Check all that apply)
Member Count Number of Events
Retention Event Registrations
Recruitment Product Sales
Volunteer Count Other
Leadership Succession
34. 2016 vs 2019 | Affiliation requirements
2019 2016 Change
Leadership positions filled 67% 45% 22%
A specific number of members 61% 34% 27%
Annual report of activities/achievements 52% 33% 19%
35. 2016 vs 2019 | Importance/Effectiveness
2019 2016
Importance Effectiveness Gap * Importance Effectiveness Gap *
Member Engagement 4.5 2.8 -1.8 3.4 2.2 -1.2
Leadership Development 4.0 2.4 -1.6 2.9 1.8 -1.1
Member Recruitment 4.0 2.4 -1.6 2.9 1.9 -1.0
Professional Development 3.7 2.8 -0.9 2.9 1.8 -1.1
49. Survey Components
• Membership volume
• Financial performance
• Progress towards goals
PART ONE: Annual Update
• 18 CARE elements
• Administrative
• Financial
• Membership
• Professional Development
• Communication
PART TWO: CARE Survey
53. ENA Membership Report
by State Council
• Provided to the State Councils on a
monthly basis
• Ability to see membership
growth/decline from month to month
• Membership variances from year
prior
54.
55. Membership Report Access
• Monitor leaders who access their
individual chapter reports
• Who
• When
• Lack of access
• Outreach to chapters
• Frequency of access
• Determine membership growth
• Review membership efforts and what they
are doing (possible practice sharing
opportunity)
56. What Difference Does
it Make?
TRAILBLAZER
John Bellotti
Chapter Program Manager
National Association of Tax Professionals (NATP)
58. Want to learn more?
• Download the free ebook Evaluating the
Health of Your Association’s Chapter
Program from Mariner and Community
Brands http://bit.ly/ChapterHealthebook
• Download the free ROI Valuation Matrix
and other resources at http://bit.ly/chapterroi
Calculating
your ROI
61. How to Help Your Chapters Build
a Stream of Competent,
Passionate Volunteers
Are your chapters having a hard time finding and
keeping chapter leaders and volunteers?
TRAIL 2
Peggy Hoffman
Co-Founder & President
Mariner Management & Marketing
Page 34
63. PERCEPTION OF TIME
Less control over time + work/life balance
BREAKING INTO THE GROUP
The “old guard”
BORING MEETING SYNDROME
Ineffective use of time
INSUFFICIENT ONBOARDING
Need training, orientation, resources
UNCLEAR WIIFM
Unclear benefits, outcomes
64. 03
Sell the WIIFM
• Expand leadership training
to all levels
• Create a leadership
training pathway
02
Equip Volunteers
• Self-assess openness
• Build short modules
• Skills e.g. effective meetings
& delegation
• Make technology available to
chapter leaders
01
Embrace Micro
• Modify policies
• Embrace at national level
• Micro-training for micro jobs
72. Working across thousands of agencies & government units
Education
Environment & Natural
Resources
Health & Human Services
Public Safety
Public Works
Transportation &
Infrastructure
WHAT THEY DO
89. Poll
What similar challenges are you
facing in your own association?
a. Workforce Development
b. Sustainable Workforce
c. Leadership Succession
Planning
d. Something else
92. Question
How is your association addressing any
of these impacts?
• Undefined Career Paths
• Retirement Exodus
• Their Replacements
• Leadership
• Other
98. By developing curricula to strengthen critical leadership skillsLearning: Strengthening Critical Leadership Skills
99. By developing curricula to strengthen critical leadership skillsLearning: On-Demand Leadership Skill Development
100. By developing curricula to strengthen critical leadership skillsLearning: Focus on Leadership as an Essential Competency
Competency Badges
Certificates
Specializations
Designations
Professional Certification
101. • Intimate, cohort-based learning experience
• Mix of in-person and online learning sessions
• Skill development across core competencies:
Communication
Leading Change
Influence and Persuasion
Coaching and Mentoring
Leading Teams
Conflict Management
Strategic Thinking
By developing curricula to strengthen critical leadership skillsLearning: Enhancing Critical Leadership Skills
102. Question
How does your association integrate leadership
development for the profession into leadership
development for chapter volunteers?
104. NIGP Chapter Affiliates
72 Chapter Affiliates
Statewide, regional, metro local
Independent (membership not tied to
the Institute)
13,700 total chapter members – 57%
are also Institute members
Range from 28 to 1,232 members
Average 211 chapter members
107. Poll
What similar impacts are you facing as a
component leader in your own association?
a. Volunteer Recruitment
b. Leadership Commitment
c. Succession Planning
d. Something else
110. • Transferring the
experience to
address the needs
of the chapter
• Sustaining the
networking beyond
the event
Leadership Development Challenges
111. 2019
Re-Named Leadership Development Symposium to
Chapter Academy
Greater engagement: 61 Chapters Represented
(120 attendees)
By developing curricula to strengthen critical leadership skillsTransforming the Symposium into a Sustainable Ecosystem
112. Content focused on skills & competencies
needed by leaders to execute the chapter’s
mission
Event structured to include:
Micro-burst success stories through Chapter
Ignite!
Breakout sessions
Community service component
Greater opportunities for networking and
shared learning
Transforming the Symposium into a Sustainable Ecosystem
113. Post-event engagement
Virtual sessions
Sustainable communications network via Nsite
Chapter resource library via website
Marketing tool-kits
Transforming the Symposium into a Sustainable Ecosystem
114. Measurable successes
Greater support and connections
Greater engagement with NIGP
Transforming the Symposium into a Sustainable Ecosystem
115. Question
What have you gleaned from the NIGP
experience that you may be able to apply to
your own association?
117. How: Shared Governance
Board Talent
MemberFinance
Governing through a shared governance structure
Recruitment
Placement
Assessment
Leadership Development
Mentorship
118. How: Shared Governance
Board Talent
MemberFinance
Executing thru a system of empowerment & engagement
Features
Universal application
1:1 conversations to determine talent and
passions
Selection process separated from political
influence
Virtual on-boarding
Continual assessment to determine
engagement and satisfaction
120. • Mentorship Program
• Executive Leadership
Program
• Integrated Chapter
Websites
• Speakers Bureau
Future Initiatives
121. Engaging Volunteer
Success Stories
Hear from CRPs about their all-star chapter
initiatives and how they’ve turned around the “no one
wants to volunteer” challenge.
TRAILBLAZER
129. Launched with 500
volunteers and grew to
1,927.
285.4% Growth
01.
86% of volunteers in the
database completed an
opportunity.
1668 completed
activities
02.
At go-live, had 22
volunteer opportunities –
all multiyear high-level
commitments; grown to
71 diverse engagement
points.
22 to 71
03.
Total hours of volunteer
time.
8,526
04.
Value of the volunteer
time based on industry
calculations at experience
levels.
$529, 710
05.
At go live, 6% of member
were volunteers.
Increased to 23.5%.
6% to 23.5%
06.
RAPS VOLUNTEER PATHWAY LAUNCH STATISTICS
130.
131. Meeting Volunteers &
Chapter Execs Where
They Are
TRAILBLAZER
Sondra Frank
Senior Manager
Chapter Relations
Community
Associations Institute
Karen McMullen
Senior Director
Membership & Chapter
Relations
132. STAFF SPEED DATING
AND
CHAPTER TRAINING LOUNGE
Karen T. McMullen, Sr. Director, Membership & Chapter
Relations kmcmullen@caionline.org
Sondra Frank, Sr. Manager, Chapter Relations
sfrank@caionline.org
133. STAFF SPEED DATING—SAY WHAT??
Challenge: Executive Directors and Headquarters
disconnect
Solution: Staff Speed Dating
Results: Strengthened Relationships
No more all caps emails!
No more us vs. them—team CAI!
134. CHAPTER LEADERSHIP TRAINING LOUNGE
Challenge: Stale training content resulting in disengaged
and grumpy chapter leaders.
Solution: Try a totally new concept for training— flexible
learning at their own pace in a safe environment
designed just for them.
Results: Increased peer to peer engagement and collaboration
Chapter leaders feel valued and look forward to the training
Increased number of chapter leaders facilitating sessions
Creation of chapter sponsorships to cover training costs
137. Looking for more ideas and resources? We’re
exploring how-to’s and more in a series of posts
beginning November 1:
• Building a chapter succession plan
• Embracing the micro-volunteer
• Creating small & flexible volunteer roles
• Board and committee meetings that matter
Designed for you to reprint (free) in your chapter
leader newsletter or other communique.
Visit www.MarinerManagement.com/volunteer
Building Volunteer
Muscle
138. Earn Your CRP Badge: First Aid
for Chapters in Crisis
Do you have a chapter in crisis? Or one that's
struggling overall or maybe gone rogue?
TRAIL 3
Charlotte Muylaert
Marketing Leader
Billhighway
Page 50
140. Use Your CEX Workbook
Pages 50-61
What was your most recent chapter crisis?
What risks did it present?
Are there other risks you should be aware of?
Why are they risks? Lack of policies & procedures?
143. Innocent Financial
Mismanagement
Reactive
• Don’t overact – no blame or shame
• Go into triage mode
• Create emergency financial plan
• Limit expenses and grow revenue as quickly as possible
Proactive
• Make it a habit to touch base; have regular formal & informal
communication to build trust
• Provide financial training via webinars, video series or LMS
• Provide 1-on-1 coaching when needed or peer mentoring
145. Not-so-innocent
Mismanagement
Reactive
• Ask accounting to review the situation
• Seek legal advice
• Check with your CPA/tax attorney to see if you need to report
the fraud on the chapter’s 990 Form
Proactive
• Make sure chapter leaders know they can ask for help without
consequences
• Whistleblower policy
146. Scenario#3
Chapter Leadership
Scenarios:
• Not suited for the job
• Unskilled
• Egocentric
• Superhero that tries to do it all
• Control freak
• Takes on too much
• Don’t delegate
• Recipe for burnout
• Not enough time
• Didn’t know what they were getting into
• Didn’t expect it to be so time-consuming
147. Chapter Leadership
Reactive
• Acknowledge their service
• Demonstrate your empathy
• Have a crucial conversation to discover any fears and concerns
Proactive
• Provide continual leadership training
• Relieve the administrative burden
• Establish last-resort policies
148. First Aid to Chapters: Turnaround
Chapter Success Stories
Hear from CRPs about how they’ve helped a
struggling chapter become an all-star.
TRAILBLAZER
Page 58
150. Chapter
CHALLENGE
Results
Solution
Evaluate your policies regularly –
do they protect your organization?
Key Questions
• Franchise model vs.
corporate owned = lack of
access to bank statements
• Only visibility to
Quickbooks statements
• Individual was trusted in
the community – with org
for 10 years.
• Individual embezzled
THOUSANDS of dollars –
now in prison
Changed to 2 year terms. Two
people assigned to the bank
account with policies to make sure
account is monitored. Bank name
must have HSMAI tied to it.
What policies do you have in
place that protect you and
your chapters from financial
mismanagement?
When was the last time you
reviewed them?
Do you have any policies that
are missing?
151. How would you approach the situation?
Who do you go to/rope in?
Situation: You receive a call from a board member who tips you
off that they think the Treasurer may be stealing chapter funds.
Crisis & Idea-Storming (10 min)
Do you have a current policy/process?
154. Chapter
CHALLENGE
Results
Solution
4 motivated individuals. Focused
on young members. Personal
outreach. Hosted meeting off
base. Hosted BYOB happy hour.
Hosted education in a social
environment.
Key Questions
SAME Central VA Chapter
• Tiny installation
• Meetings were on base &
still couldn’t get people to
attend
In 1 year became top small post.
In year 2, grew to become a
medium post.
If you have a small group
(or a single) motivated
individuals, what do you
have at your disposal,
whether a process or
resources, to support
them?
How are groups putting a
fresh perspective on
meetings/gatherings?
155. Leisl Moriarty
Director of Affiliate Relations,
American School Counselor Association
Turnaround
Chapter Success Story
TRAILBLAZER
Charlotte Muylaert
Marketing Leader
Billhighway
156. Chapter
CHALLENGE
Results
Solution
President’s term ended. National
helped with elections. Had good
prospects due to a community
project. Met F2F at annual meeting
to build strategy. Bi-weekly phone
check-in.
ASCA Nevada Chapter
• Didn’t attend annual
meeting
• Lack of communication
• Always the last to respond
• President was
overwhelmed & drowning
• Board members
disengaged Nevada turned around. Did talk at annual meeting
about volunteer succession. All board & committee
roles filled. Use a database & report financials.
Hosted a successful conference. Good pilot.
158. Chapter
CHALLENGE
Results
Solution
Met with chapter board. Board
chose to revitalize.• Dying chapter
• Loss of 2 significant board
members
• Financial instability due to
declining membership (125
in 2012, dropped to 65 in
2013)
Still an active chapter with
99 members as of 2016.
Retention rate = 71%.
Overall member
satisfaction = 85%.
Meeting all core services.
160. Chapter
CHALLENGE
Results
Solution
Self-assessment with 4 categories:
• Leadership & governance
• Programs & marketing
• Membership
• Financial operations
Key Questions
• Needed to shift mindsets
• Empower chapters to step up
• Bring more objectivity to
chapter awards process
Chapters see where they can do
better. Better adhere to best
practices. Increased 2-way dialogue
with chapters. Tapped into
competitive nature.
What initiatives do you
already have in place to
promote 2-way dialogue
between chapters?
161. What’s your next move?
Who do you go to/rope in?
Situation: You finally hear from a chapter you haven’t heard anything from
in months. Their social media channels are dead. Website is outdated. They
are behind on all reporting.
Crisis & Idea-Storming (10 min)
Do you have a current policy/process?
163. Scenarios
Cybersecurity
Scenarios:
• Chapter board chair appeared to send
an email to the treasurer directing him to
transfer some funds.
• Chapter president supposedly asked
another officer for the password to the
bank account.
• Chapter executive director supposedly
sent an email directing an employee to
purchase gift cards on her behalf.
164. Cybersecurity
Reactive
• Gather your team—IT, membership, communications, member
services, and legal—and follow your data breach plan.
• Make sure your chapters have redundancy plans.
Proactive
• Train volunteers & staff to be a strong human firewall
• 2 prong strategy: teach & test
• Mandate training & then use a phishing test service
• Have a clear procedure for payment & money transfer requests
• Consider insurance coverages
168. What’s your next move?
Who do you go to/rope in?
Situation: Treasurer is vacationing and receives an email from the
President to transfer $10k out of the bank account. Treasurer
quickly glances and initiates the transfer. Bank blocks the transfer –
crisis averted.
Crisis & Idea-Storming (10 min)
Do you have a current policy/process?
170. Need more crisis management
solutions? A series of blog posts on
common chapter challenges will be
dropping after CEX!
Visit:
https://www.billhighway.co/associations/resources/
Chapter Crisis
Blog Series
171. Choose Your Own Adventure:
Campfire Chats & Stories
This session is the CEXy take on roundtables that
will have you gathering your peers for deep
conversations on important component topics!
TRAIL 4
Page 64
Brought to you by
172. 1. What aid is needed?
2. What can we do? Share innovative ideas.
3. How do we set priorities?
4. What does it mean to be proactive vs.
reactive?
ROUND 1: Providing Aid to Chapters
Brought to you by
173. 1. What skills do we need to be the best we
can be in these times?
2. How can we build those skills?
3. What type of self-assessment do you do?
What are you self-assessing?
ROUND 2: Developing skills to grow in your position & lead
your chapters & organization through tough times
Brought to you by
174. 1. Based on this morning session, what would you do
differently or add to what you’re doing to build
volunteerism at the chapter level?
2. In order to embrace new blood, how can we get
martyr leaders to move on?
3. How can we move those micro-volunteering to
deeper commitments?
ROUND 3: Innovative ways to drive succession in chapters
175. Check in at Your Trailhead: Map
Your Path Forward
Now’s your chance to check back in with your hiking
buddies and map out an action plan to absorb all
you’ve heard.
TRAIL 5
Page 70
176.
177.
178. Get it? After a full day of intense
learning, it’s time to get our drink on
and “mix” it up.
The Trail “Mixer”
Brought to you by