Elevate: Day 2 Sessions

Day 2 Agenda: Tuesday, April 26

9:30am – 10:30am

The Great Resignation

In 2021 and continuing into 2022, we have seen a tidal wave of resignations in the U.S. and around the world. Come ready to discuss the impact (if any) of "The Great Resignation" on your organization, accounts from California and other areas, potential strategies for moving forward with less employees, and what this bodes moving forward. How might we co-create with association stakeholders to turn this surge of change into a positive move forward?

Lyne Tumlinson, CAE, ICF-PCC
Team Leadership Coach, Lift Coaching, LLC

Lyne Tumlinson works with association leaders ready to take their organization into the future to make a difference. Similarly, she pulls together teams to shift from energy-sucking conflicts and silos into engaged, high-performing focus. Her multifaceted interests in personality, cultural diversity, and leadership development create the perfect storm of preparation for her true calling. Lyne Tumlinson works with association execs who want to generate a more positive culture in their own organizations and beyond. She brings LIFT to leadership teams experiencing incivility and high stress in the workplace, lacking positive performance and resulting in high turnover.

Strategic Planning: A Process, Not An Event

The benefits of strategic planning go beyond preparing for the next few years. Done effectively, strategic planning is an inclusive process, bringing leadership to consensus on direction, engaging members and stakeholders, and developing focus that allows you to say yes (and no!) to opportunities. A good strategic plan provides continuity from year to year, no matter who is sitting in the Board Chair's seat. Leave this session with ten proven tools and practices to ensure a successful and engaging strategic planning process.

Alison Hart
Partner, Goldes & Hart Facilitation

Alison Hart has nearly 30 years of experience leading and developing organizations. As a former CEO in the association industry, Alison has rich experience with facilitation (virtual and live), strategic planning, program development, stakeholder engagement, and marketing. She has engaged with associations, business alliances, chambers of commerce, and small businesses for many years. She is living her passion of helping leaders sharpen their focus, evolve the conversation, drive consensus, and ensure lasting change. Alison is a former CAE and is a graduate of Western Society of Chamber Executives Academy program.

Dan Goldes, IOM
Partner, Goldes & Hart Facilitation

Dan Goldes, IOM, helps association Boards and CEOs become focused on their organization's future through strategic planning, Board development, and Leadership training. Dan has spent nearly 35 years in association management and not-for-profit organizations, including 15 years with the San Francisco Travel Association, 5 of those as Chief Strategy Officer. Dan is a former Certified Association Executive (CAE) and Chaired the Northern California Network of ASAE – The Center for Association Leadership.

Workforce Development: Key to Long-Term Growth

Attracting and retaining talent is becoming more crucial for every industry. Associations, being company agnostic, can help the industry as a whole. Associations can become the conduit and resource to attract, train, and retain talent for their industry. Small and medium-size employers, companies where most people are employed, lack the education, training, and outreach budgets; this is an opportunity for associations to increase non-dues revenue. Associations are the pioneers of lifelong learning and need to better position themselves as they face greater competition. Unfortunately, when people outside of the association world discuss workforce development, associations are often not part of the conversation. Understand how associations can address workforce shortage, how to leverage income share agreements, and how to upskill for retention.

Heather Wetzler
COO & Co-founder, Cue Career

Heather the co-founder/COO of Cue Career, a platform linking students with associations. Cue Career offers a variety of workforce development products for associations, including a bootcamp that helps member companies build a talent pipeline for hard-to-fill roles. Cue Career has been written up by AssociationsNow and other workforce publications. Heather was volunteer of the year for NFTE-LA – (Network for Teaching Entrepreneurship). The book "The Entrepreneurial Mindset" includes Heather's experiences helping young people learn about careers.

Kiki L'Italien
Senior Consultant, Tecker International

Part strategist, part story-collector, part dot-connector, KiKi L'Italien helps organizations develop stronger ties between their mission and their members. KiKi honed her approach in and for organizations like the American Red Cross National Headquarters, Northern Virginia Chamber of Commerce, and QVC, as well as with hundreds of individual founders, academics, and thought leaders. She's a senior consultant with Tecker International and current online community/social media strategist. She's also creator and host of Association Chat, an online community and podcast reaching 72k individuals every month. Featured in 2021 by Cvent as one of the '20 Event Professionals you Should be Following', which can be found here.

Shelly Alcorn, CAE
Principal, Alcorn Associates Management Consulting

Shelly is a Principal in Alcorn Associates Management Consulting and specializes in non-profit trade associations and professional societies. Shelly stands at the intersection of technology, the education-to-employment system, and the association of the future. She conducts strategic, leadership, and staff retreats, and speaks on critical issues faced by the association community and society.

The Ripple Effect: Making a Positive Impact

Associations are perfectly poised as a catalyst for change to improve the world around us through the industries that we serve. To impact change and create a positive ripple effect, association leaders must reframe the way we look at the work we do. We must move beyond simply focusing on the tasks at hand but widening our scope to the impacts of our actions. With some simple guidance and intention, you and your organization can influence positive change. Come learn how.

Phil Dolan
Chief Marketing Officer, Personify

Phil is the CMO of Personify, a provider of software to associations, chambers of commerce, charities, event organizers, and other purpose-driven organizations. He has served as Personify’s CMO for the past year after serving as CMO at MemberClicks, which Personify acquired in December 2020. Personify's software includes association management software, event management software, and member engagement software. Based in Austin, Personify employs 300 dedicated employees across North America with additional major offices in Atlanta and Toronto. Phil graduated from Connecticut College for which he serves on its Alumni Board of Directors. Phil resides in Atlanta with his wife and their dog, Lola. He also has two grown daughters.

11:00am – 12:00pm

General Session - The Next Normal: Navigating the Future

Sponsored by

The world has been coping with extraordinary circumstances these past two years. Every industry has been tested in how they do business. The very definition of 'workplace' has forever changed. Associations have adapted to these disruptions. They have navigated a myriad of different organizational complexities related to staffing, industry demands, financial obligations, member engagement and risk management. How do we make sense of all this change and where we are headed? Hear from your association colleagues as they share lessons learned and insights into what's next as they look forward at shaping a new future for their organizations, their members, and the industries they serve.

Jenn Jones, CAE, IOM
Executive Director/CEO, California Water Environment Association

Jenn has extensive experience in advocacy, coalition building, and strategic nonprofit organizational management. She excels in financial and strategic planning; developing robust sponsorship and partner programs; marketing and communications strategy; local/state/national advocacy; and leading and developing high-performing teams. Jenn currently serves as the Executive Director of the California Water Environment Association (CWEA). The organization strives to enhances the education and effectiveness of California's wastewater professionals through training, certification, dissemination of technical information, and promotion of sound policies to benefit society through protection and enhancement of the water environment.

Camron King
President and CEO, Association Resource Center

Camron's career in association management began in the early 2000's and has spanned a number of different facets of working with membership-based organizations. His experiences include management, board development, strategic planning, advocacy, membership development, educational program development and fundraising. Additionally, Camron is highly skilled in public relations, marketing and promotions. He and his family enjoy the outdoors, photography and great food!

Oyango Snell, CAE, Esq.
President & CEO, CA Lawyers Association

Oyango Snell, CAE, Esq., is the CEO and Executive Director for the California Lawyers Association (CLA). CLA is a member-driven, mission-focused organization dedicated to the professional advancement of attorneys practicing in the state of California. Mr. Snell comes to CLA from the Western States Petroleum Association (WSPA) where he served as the organization's first in-house general counsel in its 114-year history. Holding previous positions representing national, regional, and statewide associations, Snell brings significant association management and government relations experience to CLA at a time when the voluntary bar association is looking to grow its membership and increase engagement with the three branches of state government.

Previously, Snell served as the chief legislative and regulatory counsel for the Property Casualty Insurers Association of America (PCI) in Washington, D.C., from January 2012 to March 2017. From August 2009 to December 2011, he was a solo practitioner in Columbus, Ohio, providing legal counsel and regulatory advocacy to various business groups. Snell is a Certified Association Executive (CAE) credentialed by the American Society of Association Executives and he earned his Juris Doctor (JD) from The Ohio State University, Moritz College of Law. He also holds a master's degree in business administration (MBA) from Franklin University in Columbus, Ohio, and a bachelor's degree in political science from Central State University in Wilberforce, Ohio.

2:00pm – 3:00pm

Pillars of Success - Strengthening Your Leadership in 2022

The last 18 months brought the challenges of COVID, a racial reckoning, and political upheavals throughout our country. In this shifting landscape, today's leaders face challenges that stretch beyond service, development, and profitability. They must prepare for issues of managing a hybrid work force, balancing priorities, recruitment and retention concerns, and more. Association leaders must create new strategies to ensure their teams and employees remain connected, collaborative, and engaged. This is the time to turn obstacles into opportunities! This self-reflective program illuminates the three key pillars of leadership, empowering leaders to hit "refresh" on the way they lead. Participants will connect their competencies in each pillar with the performance and behaviors of those reporting to them. These insights will pave the way for lasting changes and stronger, healthier teams.

Candice Gottlieb-Clark, MS
CEO & Founder, Dynamic Team Solutions

Candice Gottlieb-Clark is a renowned business advisor, coach, conflict management specialist and the founder of Dynamic Team Solutions. She and her team of experts help organizations and leaders across all industries, raising the level of functionality, teamwork, and productivity in their businesses. Candice holds a Master's Degree in Counseling and is a Board Certified Executive Coach. She is a sought-after speaker and writer on topics including Leadership, Communication, Conflict Management, and Team Dynamics. She is a contributing writer for Forbes Coaches Council and author of the upcoming book: Find. Fix. Fill. Your Leadership Gap.

Creating a Culture of Accountability, Not Blame

In every organization, there are times when challenges occur, processes breakdown and when deadlines are missed. At these times, it's common for communication breakdowns to occur, for defensiveness to erupt and for progress to halt. When people have the skill to describe problems without laying blame or attacking people, they transform finger-pointing and fault-finding into taking responsibility for finding solutions and solving problems. Hear how implementing a Safe Conversations Communication Framework for holding accountability conversations can foster greater innovation, inclusion and collaboration within your organization. Learn to develop dialogue that overcomes resistance and safely address behaviors that hinder individual, team and organizational success. Gain the tools you need to increase team engagement, performance and productivity.

Lorie Reichel-Howe
Founder, Conversations In The Workplace

Lorie Reichel-Howe is founder of Conversations in the Workplace. She leverages over 20 years of expertise in communication and relationship management. She equips managers, teams and business professionals to have "Safe Conversations" – transformative dialogue that uncovers hidden workplace issues. Whether challenging team dynamics, cultural insensitivity, mismanaged expectations or good old-fashioned bad behavior, "Safe Conversations" foster greater innovation, inclusion and collaboration. In addition to Lorie's diverse career experience as a leadership communication trainer, professional mediator and conflict coach, she mediates for the Santa Clara Superior Court and the Santa Clara Department of Human Services.

The High Life and Dangers of an Undercover Member

Go undercover in a case study to review website pages and the results of voicemails, emails, and contact us forms. You will be trained as an undercover member to see these experiences and interactions with an association through the perspective of an association member and to know what to look for that may be confusing, unclear, or outdated for your members and prospective members. Address related challenges through actual association websites and promotional material. Learn the best ways to energize staff and gain buy-in to improve the overall member experience when you take the undercover member approach back to your association. Develop your list of three essential areas to review within your own organization to see immediate results from the undercover member experience. You'll be able to demonstrate clearly that your association understands and values its members' perspectives and their overall member experience.

Jay S. Daughtry, M.Ed.
Director of Business DevelopmentDennison & Associates

A former teacher, Jay Daughtry earned a Masters degree in Educational Administration. He has worked primarily in the association space since 2002 and has held positions with responsibilities for business development, account management, communications, and partnerships with Wells Fargo, ISG Solutions, Personify, and Results Direct. Jay has served as the Director of Business Development for Dennison & Associates since 2020.

Cybersecurity Awareness: What Every Leader Needs to Know

It is no longer a question of "if," but "when" you will experience a cyberattack. The threat landscape is ever-changing, and cybercriminals continue to evolve, making it essential to stay up to date with cybersecurity trends. With cyberattacks occurring every 11 seconds, costing an average of $4.24 million, and causing an average of 21 days of downtime, are you doing everything necessary to protect your organization? Can you afford to be that leader who is unprepared? During this session you will hear about the expanding threat landscape, the most common forms of cyberattacks, and what you need to do to keep your organization safe, secure, and stable.

Marc Coopwood
VP Public Sector, Assistant Chief of Police (retired), APEX Technology Management

Marc is the Vice President, Public Sector for Apex Technology Management. He is the former Assistant Chief of Police in the City of Beverly Hills. He also served as a Police Captain for the City of Sacramento. Marc is a Past President of the California Peace Officers' Association (CPOA). Marc has over 27 years of experience leading Police Departments and CPOA in the Public Sector space. He has a deep understanding and expertise in supporting Public Safety agencies and municipal government at all levels. Marc holds a master's degree in Emergency Services Administration from California State University, Long Beach. Marc is also a graduate of the F.B.I. National Academy, P.O.S.T. Command College, and the Senior Management Institute for Police.

3:30pm – 5:00pm

From Languishing to Flourishing

Are you burned out, languishing from the trials and tribulations of attempting to balance your personal and professional life, while simultaneously trying to make time for self-care? The reality is that much of our society is burdened in these troubling times with anxiety, depression, and emotional exhaustion. Unpack the secrets of intentional self-care to heal, recharge, and increase your positive emotions for your own health and that of your colleagues.

Jennefer Moseley
Founding Partner & Elite Master BEST Practitioner, The Healing Collective

Jennefer Moseley is a Founding Partner of The Healing Collective, Elite Master BEST (Bio Energetic Synchronization Technique) Practitioner and educator in Hermosa Beach, California. Having dedicated the last 25 plus years of her life to a profound exploration of spiritual studies and physical healing techniques, Jennefer knew that her path was one of sharing this knowledge as an advanced practitioner of the healing modalities and practices that have so deeply transformed her own life. A life-long dancer, athlete, and long-time yogini, Jennefer has always been keenly aware of the need to integrate the mental, emotional, and spiritual facets with the physical to attain holistic well-being and vibrant health. While the pandemic profoundly impacted the wellness industry, Jennefer continues to feel deeply nourished and uplifted through the opportunities to reach a broad range of people from all walks of life, via teaching and working with clients.

How to Leverage User-Generated Video for Year-Round Member Engagement

Authentic video content from real people drives more engagement. Why? Because user-generated video is human-centric, empowering you to make your members the hero of your organization's story. Association professionals across departments, from Membership to Events to Continuing Education to Advocacy, are putting their members' voices front and center in their communications strategies and delivering real results. Listen to a video marketing expert and CEO of Gather Voices, for a crash course on how associations are leveraging the power of video to drive year-round engagement. Explore the digital marketing trends that are reshaping the future of engagement and the best practices for video storytelling using the Hero’s Journey framework.

Michael Hoffman
CEO, Gather Voices

Michael Hoffman is the co-founder and CEO of Gather Voices, a technology company that automates the creation, management and publishing of video content. He is also the founder of See3 Communications, a digital marketing agency in Chicago and founder of the DoGooder Video Awards which honors the best social cause video on YouTube each year. Hoffman has been an advisor to association leaders for more than a decade and teaches marketing at the University of Chicago. He is an internationally sought-after speaker and trainer.

Virtual, Hybrid, Live, Oh MY! The Ever-Shifting World of Events

Association meetings and events have been tested and re-tested (no COVID pun intended) these past two years shifting from in-person to virtual. In-person costs to host meetings are rising and the demand for hybrid is overwhelming – only adding additional expenses for associations, and the added staff time required to produce two simultaneous events. While there is added benefits and convenience in offering virtual meetings, the expectations and experiences of the two audiences are vastly different. How can associations provide the right ROI to attendees in multiple environments, and find the right balance that meets the needs of members and the association? Join this panel of experts and discuss what the future holds for association events and conferences.

Carolyn Brown, DES
National Director, Hotel Sales- NorCal, Pacific Northwest & Mountain Region, Los Angeles Tourism & Convention Board

Carolyn Muller Brown, hospitality industry veteran whose career spans Hotel roles from Convention Services to National Sales, and National Sales for multiple Western DMOs. Carolyn is in her 11th year in Hotel Sales with Los Angeles Tourism, where in 2019, the travel & tourism industry was L.A. County's third largest employer, supporting more than 544,000 jobs, driving $37.8 billion in economic output, and generating $3 billion in state and local tax. She has worked with the Association community throughout her career, while also playing a key role within the Tech sector meetings community for L.A. She earned her Digital Event Strategist certification in 2020. A CalSAE, MPI, and PCMA award winning associate, she is also a CSU Sacramento alum, wife, and mother residing in Carmichael.

Michael Dominguez, CHSE
President & CEO, Associated Luxury Hotels International (ALHI)

Michael is actively involved in leadership roles in the Meetings and Events Industry including the executive committees for US Travel Association and Meetings Mean Business Coalition. He speaks in the industry often on topics of disruption, the state of the industry, the economy, and behavioral lessons. Prior to joining ALHI, Michael served in executive sales leadership roles with MGM Resorts, Loews Hotels, Hyatt Hotels, Starwood Hotels and many more. Michael was recognized in M&C Magazine's survey of top industry speakers and was an invited speaker at South by Southwest in 2018.

Joy Lynch, CMP
Senior Group Sales Executive, Gaylord Hotels

To know Joy is to know JOY! She is a born connector who loves helping to engage with clients to provide them with solutions that will support their success. Joy is a committed lifelong learner and hugely values networking to fuel her personal and professional growth as an authentic leader. She has worn many hats in her career including Sales Trainer, Meeting and Events Instructor, and Experiential Marketer, just to name a few. Joy's passion for travel is in her blood and sharing new and unique experiences while at home or on the road is her favorite pastime.

CEO Situation Room

Join our panel of association CEOs to explore recent real-life challenges; work with your peers to craft possible solutions; learn "what really happened" and discuss the results that occurred. Attendees will be provided specific situations faced by our panel to problem solve, discuss and learn from each other as the executives share the nuances and insights that led to their decision making and eventual outcomes that transpired.

Jim Anderson, CAE
President & CEO, CalSAE
Moderator

Jim Anderson has spent his career in nonprofit management and leadership. He currently leads the California Society of Association Executives as the President & CEO, a position he's held since 2003. CalSAE has over 1,400 members, a year-round volunteer corps of 170, a Board of 12 Directors and a staff of five. Previously, Jim worked for the United Way California Capitol Region for 16 years, and left the organization as its Executive Vice President. (United Way is a nonprofit charitable organization that works with employers and their employees to raise and distribute funds to local nonprofit organizations. They raised over $13 million during the year of Jim's departure).

Dave Nielsen
CEO, Homebuilders Association of Metro Portland

Dave Nielsen fell into association management over 30 years ago after brief initial forays into I.T., advertising and law. Returning to CalSAE through its new connection with the Oregon association community is coming full circle for Dave. His association career started in Southern California and received his CAE in 1997, and he was one of the initial founders of the merged statewide CalSAE in 2001/2 before leaving his home state and moving north. For the past twenty years, he has served as the CEO for the Metro Portland Home Builders Association, representing, and advancing housing opportunities as well as the residential construction industry at the local, state, and national levels. He has previously served on the ASAE Board and on the ASAE Foundation Board and is an active ASAE Fellow.

Michele Ware
President, Building Owners and Managers Association of Greater Los Angeles

Michele Ware has over 25 years of experience managing associations and successfully partnering with Boards of Directors to help organizations fulfill their mission and vision. Currently, Michele serves as President of the Building Owners and Managers Association Greater Los Angeles (BOMA/GLA). BOMA/GLA is the leading commercial real estate advocate representing 135 million square feet of office and industrial space in Los Angeles.

Nicki Dennis Stephens
Executive Vice President, The American Institute of Architects California

Nicki Dennis Stephens is the Executive Vice President of The American Institute of Architects California. For over 20 years, she’s focused on expanding the value of architects and architecture, exploring innovations in project delivery, and providing opportunities for members to be successful. Holding several positions at AIA California throughout her tenure, she's gained specific experience in a variety of areas and is dedicated to serving the needs of members and AIA components throughout California.