Full Schedule

8:30 AM - 9:00 AM
Registration and Breakfast



9:00 AM - 9:50 AM
Opening Keynote: Your Invisible Staff: Using Artificial Intelligence to Get Things Done
Presented by: Beth Ziesenis

Sometimes we feel like we need a clone to help us carry out everything we have to do for our organization. Today's cutting-edge technology can act as your virtual staff, handling tasks and challenges that overwhelm your to-do lists. This session introduces you to awe-inspiring but affordable tools that organize your tasks, set your appointments, make your travel plans, find time for your workouts, manage your personal budget and much, much more.Sometimes we feel like we need a clone to help us carry out everything we have to do for our organization. Today's cutting-edge technology can act as your virtual staff, handling tasks and challenges that overwhelm your to-do lists. This session introduces you to awe-inspiring but affordable tools that organize your tasks, set your appointments, make your travel plans, find time for your workouts, manage your personal budget and much, much more.

Attendees will:
  • Discover cutting-edge tools that use artificial intelligence to take care of your tasks with less work from you
  • Understand artificial intelligence technology and how it can advance your career
  • Learn to stop fearing AI (kind of)



10:00 AM - 10:50 AM
Technology Session: IT Today – Structure, Culture, Governance

Presented by: Dave Coriale

Information Technology, IT, IS, MIS, and so on– the team associated with all things technology goes by different names in different organizations. However, the reality is there is a core set of technology talents, responsibilities, and skills needed in every organization. During this session, we will share 30 years of experience of working with and guiding hundreds of organizations to better align their IT program and their organization’s objectives. Our perspectives come from internal (association CIO and community leader) and external (consulting) perspectives.

Attendees will learn:

  • How to assess your organization’s IT and business objectives alignment
  • How and why IT staffing and structure models have changed over the last decade
  • The effect of outsourcing, where it is most valuable for most organizations, and how to decide if outsourcing makes sense for your org
  • How your culture affects your organization’s use and management of technology
  • What steps to take when back at your organization in order to make further progress with your technology

Session Partner:
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Data Session: Mission Possible: Using Data to Drive Meaningful Change in Your Organization

Presented by: Rebecca Duff, PMP with Drew Thomason and Elizabeth Sherrill

Two organizations: one mission. To use data to make better organizational decisions. But how did they do it? Hear from two associations in an interactive conversation as they discuss challenges in their data journeys, and the processes they undertook to gain buy-in and progress towards a more data-driven future.

Attendees will:

  • Understand processes you can undertake to gain buy-in and start your data analytics journey     
  • Gain tips on how to drive meaningful change and adoption in your organization 
  • Learn how to broaden departmental conversations around data



11:00 AM - 11:50 AM
Technology Session: Technology Contracts - Pitfalls to Avoid

Presented by: Melissa Vallone

Technology has a large impact on every association. In fact, for many associations, it can be one of the most significant investments. Technology, from association management systems to websites to learning management systems, is required for associations to do business.  Hence, technology contracts are key to the association community.  Knowing current trends, hot issues, and learning from the experiences (i.e. mistakes) of others will equip association executives with the tools to navigate technology contracts from the beginning of a vendor relationship to the end.

Attendees will:

  • Identify current trends
  • Identify the biggest risks with technology vendor relationship
  • Learn practical options and recommendations to address such risks
Session Partner:

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Data Session: 5 Steps to Creating a Data Analytics Program

Presented by: Heidi Weber, CAE with Katherine Matthews

Associations generate lots of data.  From membership, programs, advocacy, or financial, reports are generated by various data management systems for the board of directors and cohorts to review.  Although Excel spreadsheets work fine, there are more robust methods to share data. 

Organizations with limited resources may not realize that there are free and inexpensive tools to package data in more digestible and attractive reports.  Building a data analytics program is essential to communicating today and tomorrow’s information.

A data analytics program does not have to be complicated.  This session includes a guided discussion about how to build a program that effectively harnesses your organization’s data.

Attendees will:

  • Understand the fundamentals needed to start an analytics program.       
  • Learn about the available tools on the market.
  • Apply the suggestions and tools to your situation.



12:00 PM - 12:50 PM
Lunch



1:00 PM - 1:50 PM
Technology Session: Let's Get Real about LMS Selection

Presented by: Jennifer De Vries with Robert Oakes, MFA

The statistics are staggering: At any given time, almost half of all learning management system (LMS) owners want to replace their system. Why so much upheaval with this big-ticket item? Buying and implementing a new LMS is a relatively costly endeavor—and you can save time, money, and aggravation by choosing wisely the first time.

In this session, you will review LMS satisfaction research data, discuss some underlying causes of dissatisfaction, and learn the elements to include in your LMS requirements. Whether you are in the process of selecting your first LMS or replacing an existing one, this session provides guidance for choosing the best LMS for your organization’s needs.

Attendees will:

  • Identify the most important factor in selecting an LMS
  • Discuss the 7 types of requirements that need to be addressed before selecting an LMS
  • Describe best practices for purchasing an appropriate LMS

Data Session: Big Data’s Impact on Your Organization
Presented by: Thad Lurie

Consumer expectations are evolving and the traditional association business model is under pressure. Making the ‘right’ choice is no longer a luxury. This non-technical session will focus on using data to make better decisions within your organization, and addressing issues such as effectively leveraging information; asking the right questions; and changing our culture to a more data-guided approach.Consumer expectations are evolving and the traditional association business model is under pressure. Making the ‘right’ choice is no longer a luxury. This non-technical session will focus on using data to make better decisions within your organization, and addressing issues such as effectively leveraging information; asking the right questions; and changing our culture to a more data-guided approach.

Attendees will learn to:

  • Raise awareness of ways in which data can improve organizational outcomes
  • Understand the benefits of data guided decisions and how to shift organizational mindset and culture towards this model
  • Develop a decision sciences lens through which attendees can view strategic decisions



2:00 PM - 2:50 PM
Technology Session: Moving Your Association Into the Cloud - One AMC's Experience

Presented by: Vish Kalambur with Angel Rivera

Moving to the cloud can be a daunting, but necessary journey for an association. Maintaining your infrastructure on premises is costly and can present serious risks of downtime and disaster recovery for your organization. In this session, Vish Kalambur, CIO, Association Management Center, leads us through one AMC's journey into the cloud, and how it has helped transform the business of the small to medium associations, which they serve. 

Attendees will learn to:

  • Examine the business & technical considerations for your cloud journey
  • Recognize the crucial role a vendor partner can play in that journey         
  • Express how to get your leadership and the company as whole engaged in your journey

Data Session: What Associations Need to Know About International and Local Data Privacy Laws
Presented by: Maureen Ninneman and Kate Pichon

What do associations need to know about international and local data privacy laws?

The European Union’s General Data Protection Regulation (GDPR) went into effect on May 25, 2018. The California Consumer Privacy Act (CCPA) is scheduled to go into effect on January 1, 2020. These laws significantly strengthen the rights of individuals with regards to data protection and privacy and it’s reasonable to expect that more data privacy regulations from additional states and countries will follow. This session will review these laws and their impact on your association, and it will provide you with recommendations for promoting the practice of ‘privacy by design and by default’ in your association’s operations.

Attendees will:
  • Understand the basics of the EU’s GDPR and CCPA
  • Learn what their associations should do to achieve compliance with these laws
  • Understand what technical and operational measures your association should take to protect personal data




3:00 PM - 3:50 PM
Closing Panel: Bringing it all Together
Moderated by: Moderator: Alex DeBarr

Panelists: Thad Lurie, Katherine Matthews, and Heidi Weber


As with all educational conferences, especially those with multiple tracks, it is sometimes challenging to process all of the information learned during the course of the day. This closing panel will include 4 of the presenters from the day, each offering insights and takeaways from the broad set of data and technology topics covered. More than simply a recap, the panelists will be asked to weigh in topics such as organizational alignment and deployment to execute some of the topics discussed in the day (i.e. what new/changed roles do I need on my team) to what role does my AMS play in an environment where data is critical for Artificial Intelligence, Machine Learning and Data Analytics.

Attendees will:
  • Realize actionable insights and information they can use when they return to their office.
  • Gain an understanding of key roles and areas of expertise needed to ensure success with a data-driven mindset
  • Learn new ways of approaching these new organizational requirements, e.g. full-time employees, consultants, software, reporting structure.
  • Understand the importance of clean, refreshed and organized data while discussing the evolving role and required functionality of the AMS.


Sponsored by:
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4:00 PM - 5:00 PM
Closing Reception

Sponsored by:
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