Annual Management Conferencec.ymcdn.com/sites/€¦ ·  · 2015-01-13Annual Management Conference ... New England Society of Association Executives 6 Boston Road, Suite 202 • Chelmsford,

Annual Management ConferenceJanuary 15 - 16, 2015 • Boston Marriott Newton

New England Society of Association Executives6 Boston Road, Suite 202 • Chelmsford, MA 01824

Ph: 978-250-9847 • Fx: 978-250-1117 Web: www.NESAE.org

NE/SAE’s Annual Management Conference offers 6.5 CAE professional development hours.

GUEST SPEAKERS

Mary Byers, CAE, is co-author of Race for Relevance: Five Radical Changes for Associations and Road to Relevance: 5 Strategies for Competitive Associations. She’s the former director of communications and member services for the Illinois State Dental Society and served in that capacity for nine years prior to starting her consulting business in 1998. Mary specializes in working with volunteer association leaders and chief staff executives to help define their roles and clarify their vision through leadership conference programming, facilitating strategic planning retreats and coaching. Mary is a certified association executive and a member of the National Speakers Association. She is also the author of seven books.

MARY BYERS, CAE, AUTHOR

JUDY OZBUN, MBA, ESSENTIALWORTHJudy A. Ozbun, MBA, has more than 20 years of experience working in various industries, across business and nonprofit sectors, designing and building programs and processes to optimize personal and business results. She specializes in strategic planning, conflict resolution, board and team development, resource development, and executive or organization transitions. She previously held executive positions in the nonprofit sector. Judy has extensive experience in corporate philanthropy and community investment programs, services agency, and a health advocacy organization, as well as nonprofit board leadership. Her 360-view of the nonprofit sector, coupled with her business expertise, offers a fresh perspective to business and nonprofit leaders alike who currently work in or are transitioning into or out of a nonprofit organization.

Check Out the App for This Conference!Scan the QR code to download our conference app.

Thank you to our app sponsor:

PROGRAM

Thursday, January 15, 2015

11:00 am - 1:30 pm Board of Directors Meeting .................................................... Old Meeting House (First Floor)

1:30 - 5:00 pm Registration ................................................................................................................. ABC Foyer

2:00 - 3:00 pm The End of Membership as We Know It ....................................................................Salons A-C Speaker: Elisa Webb Hill, Speaker, XYZ University

Based on the book! Associations are challenged more than ever before to retain membership, market to prospective members, and raise revenue. Rather than using traditional methods, learn new ways to help your association build a sustainable, prosperous, next generation association.

3:00 - 5:00 pm Exhibitor Setup ............................................................................................................ Salons D-H

3:00 - 3:15 pm Break

3:15 - 4:15 pm Knowing Y Learning Lab ............................................................................................Salons A-C Facilitator: Elisa Webb Hill, Speaker, XYZ University

In 2015, Generation Y (1982-1995) will become the majority of the workforce! Are you ready? This generation isn’t joining, buying, networking, learning, or engaging like other generations. This presentation addresses the fusion of economic shifts and the Gen Y perspective, which is changing everything from recruiting and retention to marketing, member benefits, technology, events, and advocacy.

4:15 - 5:00 pm Education Committee Meeting ............................................. Old Meeting House (First Floor)

5:00 - 8:00 pm Reception & Speed Networking with Exhibitors ...................................................... Salons D-H Sponsored by: Boston Newton Marriott Hotel

Friday, January 16, 2015

7:00 am - 12:30 pm Registration ................................................................................................................. ABC Foyer

7:30 - 8:15 am Continental Breakfast, Visit Exhibits, and Spy for a Prize ....................................... Salons D-H

8:15 - 8:30 am Welcome from NE/SAE’s Chair .................................................................................Salons A-C

8:30 - 10:00 am Keynote Presentation: Road to Relevance .............................................................Salons A-C Speaker: Mary Byers, CAE, speaker, author, facilitator and consultant

Associations are confronted with unprecedented, ubiquitous, and relentless competition. Is yours well-equipped to respond? Take a thought-provoking look at how competition is threatening the relevance of associations and what can be done in response.

Based on the best-selling book, Road to Relevance: 5 Strategies for Competitive Associations, this session features practical advice and compelling case studies. Learn how to adapt five proven strategies that have transformed organizations and create a roadmap to implement them at your association to ensure future relevance.

10:00 - 11:00 am Coffee Break, Visit Exhibits, and Spy for a Prize ...................................................... Salons D-H Sponsored by: Cape Cod Chamber of Commerce

NE/SAE 2015 ANNUAL MANAGEMENT CONFERENCE

Coleen Lyons | Senior Sales Manager | 978-750-7984 | [email protected] Ferncroft Road Danvers, MA 01923 | BostonNorthShore.Doubletree.com

• 363GuestRooms• 30,000SquareFeetofMeeting&ExhibitSpace• LargestBallroomNorthofBoston• EasyLoadIn/OutforVendors• ComplimentaryParking• 19milesNorthofDowntownBoston&LoganInternationalAirport• ConvenientlyLocatedattheJunctionofRoute1&I-95• $17MillionTotalHotelRenovationCompletedNovember2013• ComplimentaryInternetAccess,On-SiteAtlantisSportsClub&

IndoorPool,ShuttleServiceto&fromPeabodyLoganExpress• 24-HourBusinessCenter,ExecutiveLevel&Lounge,TradeWinds

Restaurant&Lounge,LobbyCafe• OfferingTripleHHonorsPoints

GrandBallroom 8’x10’Booths–6510,000SquareFeet 10’x10’Booths–5013’CeilingHeight 7’x9’Tabletops–85NorthShoreBallroom 8’x10’Booths–456,200SquareFoot 10’x10’Booths–3018’CeilingHeight 7’x9’Tabletops–60

MezzanineLevel

10BreakoutRooms8’CeilingHeight

DoubleTree by Hilton Boston North ShoreAn Association Destination

• Newlyrenovatedguestroomsandmeetingspace• ConvenientlylocatedofRoute95/128,Exit14• ComplimentaryWiFiinallguestroomsandgeneralpublicareas• 256guestroomsthatincludes8suiteswithComplimentary

InternetAccess• 12,000squarefeetofmeetingspacethataccommodates10-400

andoffers1ballroomand10meetingroom,pluspre-functionarea

• Complimentaryparkingandconvenienttocommuterrail;lessthan1mileawaythatlinkstoSouthStationinBoston.Complimentaryshuttleservicewithin5mileradius

• ComplimentaryuseofAtlantisSportsClub–fitnessrooms,exerciseandyogaclasses,racquetballcourt

• RestaurantandLounge,plusStarbucksCafe• OnemileawayfromLegacyPlaceforagreatshopping,dining

andentertainmentexperience

AnnMarieRathbun | GroupSalesManagerHILTONBOSTONDEDHAM

t:+17814071644 | f:+1781461102725AlliedDrive | DedhamMA02026 | USA

hilton.com | bostondedham.hilton.com

Friday, January 16, 2015 continued

11:00 am - 12:00 pm Breakout Sessions

Get Your Operational Rhythm On ...............................................Commonwealth Ballroom 3 Speakers: Amy Sherwood, Vice President, International Association of Privacy Professionals and Peter Hughes, President & CEO, High Performance Leadership

How does your organization run; do your staff and Board of Directors have a shared understanding of goals and key performance indicators? Do you set a calendar at the beginning of the year or wing it as you go? This session will discuss creating a flow that is predictable. What is the beat that your high performing team dances to?

Selling Your Products: Thinking Like the Dark Side ....................Commonwealth Ballroom 1 Speaker: Jose Costa, CAE, Vice President of Operations Services, Northeast Gas Association

Delivering on a mission requires organizations to ensure they have margins. How do organizations rethink their model of business and borrow from the for-profit side? This session will dive into inbound marketing, consultative sales and rethinking business culture so that revenue isn’t a dirty word.

The Proper Care and Feeding of Boards ....................................Commonwealth Ballroom 2 Panelists: Mary Byers, CAE, speaker, author, facilitator and consultant; Lisa Hart, Director of Finance & Operations, CrossRef; and Bethany Kendall, President & CEO, ESC of New England. Moderator: Sherri Oken, CAE, Principal, The Association Advantage, LLC

Managing boards is probably one of the most challenging aspects of running an organization. Many different personalities, diverse agendas and role confusion can add to the complexity. Discuss techniques for effective board management, learn how to redirect the rogue board member that draws energy and focus, and talk about the role of the ED and Board Self Assessments. Learn tips and tricks from your peers on this topic and what they wish they knew then that they know now! Walk away with new ideas for your board room!

Spy for a PrizePlay our “Spy for a Prize” game at this conference! Using decoder glasses, find words and assemble them to win fun prizes.

Special thanks to our Conference Chair and Education Committee Member Amy Sherwood, CIPP, CIPM, CMP, VP/COO of the International Association of Privacy Professionals (IAPP).

We’d also like to thank NE/SAE’s Education Committee:Chair: Christy Dancause, Executive Director, ACG Boston, Members: Michele Caprio, CEO, Greater Providence Board of REALTORS®; Paul Chasse, CEO, Greater New Bedford Association of REALTORS®; Donna F. Dunn, CAE, Senior Consultant, Tecker International Consultants; Karyn Dumond, RCE, e-PRO, Director of Marketing and Member Services, Massachusetts Association of REALTORS®; Andrew Finn, Specialty Society Relations Coordinator, Massachusetts Medical Society; Shelley Griffin, CMM, President, Griffin Conference Group; Anne Doherty Johnson, Association Management and Marketing Consultant; Sarah Elise Klingler, Membership Services Coordinator, Energy Council of the Northeast; Susan Sacks, CAE, President, Business Management Solutions; and Linda Stacy, Founder, LivingBluPrints.

Save the Date! NE/SAE’s Annual Meeting will be held June 4 - 5, 2015 at the Omni Mount Washington Resort in Bretton Woods, NH.

Elisa Webb Hill has over 20 years of Global Consumer Goods experience and brings a real life look at how industries are changing as Generation Y takes over the workplace. Elisa has lived and worked in Europe and North America for companies includes Kellogg’s, Coca-Cola, and Federated Department Stores. Her area of expertise includes working with organizations to make their vision a reality. She combines her leadership, marketing, and innovation experience to deliver presentations to audiences worldwide that deliver positive measurable results.

ELISA WEBB HILL, XYZ UNIVERSITY

Kevin Whorton is the Principal at Whorton Marketing & Research (WM&R). He has worked with a wide variety of charitable organizations and associations with a strong track record in diverse fields. His past experience and roles include Head of direct response fundraising for Catholic Relief Services, Head of marketing and research for American Society of Health-System Pharmacists, Director of member programs and founder of the NACDS Services Corporation for the National Association of Chain Drug Stores, and Director of market research for the National Association of Home Builders. Over the years Kevin has conducted more than 180 quantitative and qualitative research projects for

100 association and nonprofit clients, including needs assessments, compensation studies, public opinion polls, industry wide analyses, and product launch/market feasibility.

KEVIN WHORTON, WM&R

ADDITIONAL GUEST SPEAKERS

Friday, January 16, 2015 continued

12:00 - 1:15 pm Networking Lunch with Exhibitors ............................................................................. Salons D-H

1:15 - 2:15 pm Breakout Sessions

A Strategic Plan on One Page .....................................................Commonwealth Ballroom 2 Presenter: Judy Ozbun, MBA, Co-Founder at EssentialWorth

How do you make your strategic plan actionable? Does your plan live on a shelf in a binder or is it alive and thriving? This session will give participants effective techniques for honing their long-term goals and presenting them in a digestible format, using real life examples. Move your organization from paper to agility.

The Decision to Join: Reading the Membership Tea Leaves ....Commonwealth Ballroom 3 Presenters: Joe Bevilacqua, President & CEO and Mike Bevilacqua, Assistant Vice President, Member Services/Programs, Merrimack Valley Chamber of Commerce

The Decision to Join research was ground breaking; it gave insights into why member chose to be a part of an association. In this interactive facilitated session share how your organization engages and retains members. Discuss how your own metrics inform your activities and strategic decisions that have come about because of facts. How do you gather feedback and how do you turn that into action?

Friday, January 16, 2015 continued

Motivation is the Secret Sauce ....................................................Commonwealth Ballroom 1 Presenters: M.L. Hannay, Owner and Principal at M.L. Hannay Associates and Gerri King, PhD, President, Human Dynamics Associates, Inc.

Creating a healthy and happy culture for employees results in satisfied customers and clients, which is the ultimate goal. Organizations thrive when their employees flourish. Our panelists will describe the work environments that increase productivity and morale and what works and what doesn’t. You’ll also be engaged in learning how to differentiate between what unlocks the potential of diverse individuals, and how to adapt your natural leadership style to be most effective.

2:15 - 2:30 pm Coffee Break ............................................................................................................... Salons D-H

2:30 - 3:30 pm Closing General Session ............................................................................................Salons A-C

How are We Measuring and Meeting Our Goals? Kevin Whorton, Principal and owner of Whorton Marketing & Research

To know if we are successful, measuring our performance tells us what we have accomplished and how well we are doing. If we are not achieving our expected results, we must analyze what is preventing us from achieving these results and make adjustments as we proceed. This session is an opportunity for association professionals to have a conversation about performance metrics. Find out how associations are using performance metrics today and what truly denotes “best practices.”

SPECIAL THANKS TO OUR CONFERENCE SPONSORS

RECEPTION SPONSOR

BREAK SPONSOR

EVENT APP SPONSOR

THANK YOU NE/SAE SUPPORTERS

PLATINUM

GOLD

SILVER

BRONZE

NAME BADGE SPONSOR