Membership & Marketing Summit

Membership & Marketing Summit

CalSAE’s Membership & Marketing Summit is a full-day educational program focused specifically on association membership, marketing, and communications!


8:30 – 9:00am  Breakfast + Registration
9:00 – 10:00am  Welcome + Keynote
10:00 – 10:30am  Networking Break
10:30 – 11:30am  Concurrent Sessions
11:45am – 12:45pm  Lunch
1:00 – 2:30pm  Concurrent Sessions 


9:00 – 10:00am  |  Welcome + Keynote

Strategic Branding for Your Organization
Syncing up with the attitudes, behaviors, desires, and values of your association’s target members isn’t a choice. To stay relevant, your association needs to leverage the right tools to attract, engage, and inspire your current members and entice your next generation of members. While the branding need may be obvious, the way forward certainly isn’t. Strategic branding requires a huge investment of your time, energy and financial resources. Learn how to build a strong brand for your association that provides value to your members, is adopted and celebrated by your staff and board, and positions your organization to thrive in the future. 

Content Leader:

Phil Thetheway

Phil Tretheway
VP & Creative Director

Phil's Bio

10:30 – 11:30am  |  Concurrent Sessions

Refocusing the “Why”: Expanding Your Value Proposition
What is value? Is it what your members get from your organization or is it the feeling of belonging in something you believe in? Each of our organizations has an elevator pitch or value proposition to sell why joining as a member worth it. But, when looking at a value proposition, how often do we look beyond the transactional side of value? What members save? What members receive? In the past, association membership was an assumed part of many industries but today people aren’t joining just to belong. As we work to develop inclusive organizations, we must go back to the values that compel individuals to join and belong. Explore how to expand your value proposition to engage and recruit an inclusive membership.

Content Leader:

Megan MacNee, MPA
Senior Association Executive
Advocacy & Management Group, Inc

Megan's Bio

It’s Time to Reimagine Your Marketing: 9 Digital Strategies To Get You There
Aligning your branding, messaging, and overall strategy with your organization’s values and goals is paramount to its success. Design and strategy should influence the programs you create, the services you offer—everything. The best marketing solves problems across your entire organization – but where to begin? Learn how to leverage social media platforms, engage new and prospective members, and implement effective digital marketing tactics to positively impact your association’s engagement and acquisition efforts.

Content Leader:

Jarrett Way | Mighty Citizen

Jarrett Way
Content & Digital Marketing Manager
Mighty Citizen

Jarrett's Bio


1:00 – 2:30pm  |  Concurrent Sessions

Recruit and Retain - A Strategic Membership Dialogue
Join this panel of association leaders to explore recent real-life challenges in recruiting and retaining members. You will be challenged with several specific situations that our panel has previously faced. Working with your peers, you will discuss the problem and craft possible solutions. Hear from the executives on their lessons learned as they share the nuances and insights that led to their decision making and eventual outcomes that transpired.

Content Leaders:
Jim Anderson, CAE, President & CEO, CalSAE
Melanee Cottrill, Executive Director, CA Association of School Psychologists
Dean Chalios, President, CA Association for Health Services at Home (CAHSAH)
Andrea Bennett, Executive Director, CA IT in Education (CITE)

Leveraging Technology to Grow your Membership
Technology plays a vital role in our day-to-day life, both personally and professionally. While your organization is likely digitized in many ways already, what more can you be doing to leverage technology to promote a more creative, efficient, and collaborative association? Explore how technology can define your member personas so that you may build systems to serve their needs while effectively capturing (and owning!) data. Learn how to integrate systems across your organization and how to develop new revenue streams. And finally, understand the value of investing in your staff training so they are empowered with the right tools to deliver an exceptional member experience.

Content Leader:

Meet Our Staff • California Apartment Association

Kevin Pellegrino
Executive Vice President of Membership & Operations
California Apartment Association

Kevin's Bio


Members: $179
Non-Members: $279

Hotel/Parking Information

Room Rate: $139
Cut Off Date: Thursday, May 26, 2022
Call In: (916) 446-0100 or Book Online: Membership & Marketing Summit 
Parking: Complimentary city garage self parking for event, validate at front desk

Event Sponsor


CAE Credits

CAE_approved_web_icon__2_.jpgAs a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for 3.5 credits towards CAE application or renewal professional development requirements.

Event Location

Holiday Inn Sacramento Downtown - Arena
300 J St
Sacramento, CA 95814

Date & Time

When:  Jun 17, 2022 from 08:30 AM to 02:30 PM (PT)


Lindsay Poss, CMP
Dir. of Meetings & Events
Event Image