2019 CEX Presentation

#LeverageChapters #AssnCEX2019 #SmoreChapterLove

About CEX: The Association
Component Exchange
The only conference designed exclusively for
component relations professionals (CRPs).

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

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.

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

Join our resident musician around
the campfire for a finale that's sure
to knock your socks off!
Austin Ellis
Resident Musician
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Campfire Fuel
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Hiker Support
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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!

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

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

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

Use Your CEX Workbook
Pages 18-33

Benchmarking:
A look at the past to predict the future
design

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

Let’s Talk
Why do you benchmark?

Download the report at
http://bit.ly/chapterbenchmark2019
2019 Chapter
Benchmarking
Report

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

Let’s Talk
How, if at all, have you
changed what you
measure? Why?

A few highlights …
• Relationship
Separately Incorp/Chartered 49%
Independent Affiliates 23%
Wholly Owned Subsidiaries 19%

• Relationship
• Membership & Dues
Contingent Membership 66%
Unified Dues 40%
HQ Collects Dues 56%

• Relationship
• Programs & Services49% - Separately
Incorporated/Chartered
23% - Independent Affiliates
19% - Wholly Owned
Subsidiaries
Networking
and
education
top the list

• Relationship
• Programs & Services
• Affiliation Requirements
89% require
affiliation agreement
or charter

• Relationship
• HQ Support
Event Promotion
Database Management
Start-up Kit
Dues Invoicing

• Relationship
• HQ Support
• Performance Metrics
Formal Assessment Tool - 29%
• Retention
• Recruitment
• Engagement

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

2016 vs 2019 | What we’re measuring
2019 2016 Change
Retention 71% 41% 30%
Recruitment 64% 40% 24%
Participation 55% 27% 29%
Satisfaction 39% 24% 15%
Event evaluations 38% 25% 13%

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%

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

2016 vs 2019 | Issues …
2018 2016 Change
Quality Control 40% 29% 10%
Alignment 32% 35% -3%
Resource Allocation 17% 25% -8%
Risk Management 8% 5% 3%
Other 3% 5% -2%

2016 vs 2019 | Performance & Value
Formal Tracking Tool to Assess Chapter Performance?
No 71%
Yes 29%
Calculate ROI?
No 96%
Yes 4%

Where to from here…
Alignment

Alignment
Quality Control

Alignment
Quality Control
Compliance

Alignment
Quality Control
Compliance
Data

Alignment
Quality Control
Compliance
Data
ROI

Let’s Talk
Has your CEO/Board questioned the
value of your chapters?
If so, how did you answer?

Alignment
Quality Control
Compliance
Data
ROI
Value

Using Data
Success Stories
Hear from all-star chapter initiatives and how they’ve
used data to support their chapter programs.
TRAILBLAZERS

What We’re
Measuring
TRAILBLAZER
Samantha Herman
Senior Project Manager, Chapter Services
Association for Talent Development (ATD)

Benchmark Using
Chapter Data
Samantha Herman
Association for Talent Development
(ATD)

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

VERINT WEB-BASED
PLATFORM
ADDITIONAL
DOCUMENTS
SELF-REPORTED
ASSESSMENT ANNUALLY
Collection Information

CARE
Submission
Summary
Chapter Results
Administration Data and Components
Annual Update Information
CARE Element Achievement Data
Chapter Activities
bit.ly/cares19

How We’re
Measuring
TRAILBLAZER
Kari Zick
Manager, Component Relations
Emergency Nurses Association (ENA)

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

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)

What Difference Does
it Make?
TRAILBLAZER
John Bellotti
Chapter Program Manager
National Association of Tax Professionals (NATP)

The Crisis
Toolkit
Wrap Up
Actions & Ideas – Pg. 71

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

Connect with your
Hiking Buddies

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

Pages 36-49

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

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

We
Develop, Support and Promote
Public Procurement
What do we do?

Why is
Public Procurement
Relevant to Good Government?
What do we do?

Makes up nearly 10% of annual US GDP

Millions depend on state & local government for employment

Working across thousands of agencies & government units
 Education
 Environment & Natural
Resources
 Health & Human Services
 Public Safety
 Public Works
 Transportation &
Infrastructure
WHAT THEY DO

Procurement is core to all segments of state & local spend

So what is procurement?
It’s the magic
of supporting
everyday life!

To ensure healthy
beginnings…

traffic
lights…
and high
tech

It’s serving the
public…
and
saving
lives

It’s providing solid
foundations for thriving
communities

and caring
for our most
vulnerable in
their time of
greatest
need

The list goes
on and on
and on…

Developing, Supporting and Promoting
16,200 Public Procurement Professionals
Mission-Focused

Cities (31%)
Counties (20%)
States (16%)
School Districts (12%)
Higher Ed (10%)
Who we serve

Advanced (24%)
Bachelors (47%)
Associates (13%)
High School (16%)
Who are our members

Under 30 (2%)
31 to 40 (13%)
41 to 50 (25%)
51 to 60 (38%)
Over 60 (23%)
Who are our members

Workforce
Development
—
Sustainability
—
Succession Planning
Our challenges

Poll
What similar challenges are you
facing in your own association?
a. Workforce Development
b. Sustainable Workforce
c. Leadership Succession
Planning
d. Something else

• Undefined Career
Paths
• Retirement Exodus
• Their Replacements
• Leadership
What impacts us

Question
How is your association addressing any
of these impacts?
• Undefined Career Paths
• Retirement Exodus
• Their Replacements
• Leadership
• Other

Trail 2
NIGP’s Strategy on Leadership

Leadership
programs should not
be developed
in silos
Our strategy

Integrate leadership
development for
maximum impact to
Stakeholders:
• Public Agencies
• NIGP Chapters
• The Institute
Our strategy

Learning
Leading
Governing
A sequence of leadership execution
Leads to
Leads to

Trail 2
Leadership for the Public Agency

By developing curricula to strengthen critical leadership skillsLearning: Strengthening Critical Leadership Skills

By developing curricula to strengthen critical leadership skillsLearning: On-Demand Leadership Skill Development

By developing curricula to strengthen critical leadership skillsLearning: Focus on Leadership as an Essential Competency
Competency Badges
Certificates
Specializations
Designations
Professional Certification

• 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

Question
How does your association integrate leadership
development for the profession into leadership
development for chapter volunteers?

Trail 2
Leadership for Chapter Affiliates

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

NIGP Chapter Affiliates
 Supported by a Chapter
Relations Manager
 Augmented
communications & liaison
support thru 19 Chapter
Ambassadors:
 Chapter visits &
presentations
 Quarterly
teleconferences
 Continual feedback

Volunteer Recruitment
—
Leadership Commitment
—
Succession Planning
Our Chapter challenges

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

Chapter Leader
Education Focus:
Individual Skill
Development
Single Event
NIGP Leadership Development Symposium (2013)

• Transferring the
experience to
address the needs
of the chapter
• Sustaining the
networking beyond
the event
Leadership Development Challenges

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

 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

Post-event engagement
 Virtual sessions
 Sustainable communications network via Nsite
 Chapter resource library via website
 Marketing tool-kits

Measurable successes
 Greater support and connections
 Greater engagement with NIGP

Question
What have you gleaned from the NIGP
experience that you may be able to apply to
your own association?

Trail 2
Leadership for the Institute

How: Shared Governance
Board Talent
MemberFinance
Governing through a shared governance structure
Recruitment
Placement
Assessment
Leadership Development
Mentorship

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

• Mentorship Program
• Executive Leadership
Program
• Integrated Chapter
Websites
• Speakers Bureau
Future Initiatives

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

Making Learning Fun
TRAILBLAZER
Nabil El-Ghoroury
Executive Director
California Association of Marriage and Family Therapists

Finance 101:
Welcome to Jeopardy!
Nabil El-Ghoroury, PhD, CAE
Executive Director
California Association of Marriage
and Family Therapists

Volunteer Pathway
Expanded &
Connected
TRAILBLAZER
Wesley Carr
Director of Stakeholder Engagement
Regulatory Affairs Professionals Society (RAPS)

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

Meeting Volunteers &
Chapter Execs Where
They Are
TRAILBLAZER
Sondra Frank
Senior Manager
Chapter Relations
Community
Associations Institute
Karen McMullen
Senior Director
Membership & Chapter
Relations

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

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!

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

The Crisis
Toolkit
Wrap Up
[Write down specific action items]

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

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

Today’s
Agenda
Overview01
02
03
04
05
Mismanagement
Underperforming Chapters
Data/Cyber Security
Chapter Crisis Toolkit
06 Wrap Up

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?

Scenario#1
Innocent Financial
Mismanagement
Scenario:
You just get a call from a new treasurer.
The books haven’t been reconciled in
several quarters & bills are overdue.
How does this happen?

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

Scenario#2
Not-so-innocent
Mismanagement
Scenario:
New chapter president finally gained
access to bank statements. There are
unexplained cash withdrawals going back
months. The former treasurer isn’t returning
phone calls, texts or emails.
Do you have a plan?

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

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

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

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

Not-so-innocent
Chapter Story
TRAILBLAZER
Jenny Teeson
Director of Chapter Management and Volunteer Experience,
Hospitality Sales & Marketing Association International (HSMAI)
Charlotte Muylaert
Marketing Leader
Billhighway

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?

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?

Turnaround
Chapter Success Story
TRAILBLAZER
Jill Murphy
Membership and Post Operations Senior Manager
Society of American Military Engineers (SAME)

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?

Leisl Moriarty
Director of Affiliate Relations,
American School Counselor Association
Turnaround
TRAILBLAZER
Charlotte Muylaert
Marketing Leader
Billhighway

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.

Turnaround
TRAILBLAZER
Nina Holman
Chapter Administrator,
Project Management Institute (PMI)

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.

Turnaround
TRAILBLAZER
Leslie Whittet
Vice President, Chapter Operations,
Association for Corporate Growth (ACG)

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?

What’s your next move?
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.

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.

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

Chapter Security Success Story
TRAILBLAZER
Patrick Alyger
Encore Engagement Solutions

Chapter Security Story
TRAILBLAZER
Louise Burnette
Chapter Services Manager,
Association of Government Accountants (AGA)

What’s your next move?
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.

The Crisis
Toolkit
Wrap Up
Write down some specific action items

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

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

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

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

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

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

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

2019 CEX Presentation

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2019 CEX Presentation