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CSAE 2019 Conference Program

June 5-7, 2019, Pueblo Convention Center, Pueblo, CO

Join the conversation #CSAEPUEBLO

CSAE ANNUAL CONFERENCE

June 5-7, 2019

Pueblo Convention Center
Pueblo, Colorado

CSAE ANNUAL CONFERENCE

Courtyard Marriott Pueblo
SpringHill Suites Pueblo Downtown
Station On the Riverwalk

Conference Program

Effective 4/12/2019 Subject to Change

 

Create Your Own Excellence by Association

  • Interactive presentations and strategic discussions focus on Core Competencies, Personal Development, Innovation and Insight.
  • Hear from professionals who have been in the trenches
  • Network with your association peers during evening receptions and daily breaks or in chance meetings in the hallways.
  • Earn 11 CAE credits.
  • Shop at the Silent Auction.
  • Meet suppliers and find new resources.
  • Attend the reverse trade show

Wednesday, June 5, 2019


10:00 am – 5:30 pm
Registration Open

11:30 AM – 1:00 PM

VIP Get to Know You Lunch
Speakers, reverse trade show participants, board of directors


1:30 PM – 4:00 PM

B2B Expo (Reverse Trade Show)
Exclusive Pre-Conference Session for Association Executives

What Is a Reverse Trade Show

Experience the opportunity to create additional revenue stream opportunities for your association. Unlike the traditional trade show where attendees shop the exhibitors, the reverse trade show lets the exhibitor shop the attendee. Learn how it works. Experience it for yourself.

What is a Reverse Trade Show? How Can It Work for Me?

Exclusive Pre-Conference Session for Association Executives

Having great sponsors and exhibitors can create good revenue stream opportunities for your association. However, if those sponsors and exhibitors don’t see the ROI, they may not attend.  A reverse trade show can help to increase that ROI

Maybe you need a different type of trade show.

How does a reverse trade show work?

Traditional trade shows have the exhibitor at a booth and the attendees stop by if they have an interest in the product or service.

Reverse trade shows flip this on its head.  Think speed dating.  The attendee that is interested or incentivized to participate now sits at the table.  The exhibitor/sponsor visits the attendee and will have paid a premium fee to participate and to some extent is allowed to select which attendee they would like to meet with.  Each appointment can last 5 to 10 minutes depending on how many participants and its structure.

Why do exhibitor/sponsors and participants like a reverse trade show?

Exhibitor/Sponsor. This is a great way to allow exhibitors to engage with their target audience in one-on-one appointments.  This will create several interesting intersections for ROI.  The exhibitors will be able to justify the cost of attending by being able to target their appointments and provide customized presentations for each appointment.

Attendee.  Time is valuable.  This concept allows the attendee the opportunity to meet an industry expert in their respective field and gain valuable insight into that specific niche.

What are the benefits of a reverse trade show?
  • For many associations reverse trade shows increase non-dues revenue from the fees paid by the exhibitor
  • Reduce exhibitor/sponsorship fulfillment costs
  • Reduce the exhibitor foot print
  • Reduce exhibitor costs
Why is CSAE offering this exclusive reverse trade show at the CSAE conference and why am I invited?

Participating is the best way of learning.  The reverse trade show concept is something members have inquired about and asked that we offer. This is a concept you might find of interest for your association as well.  Together, we can experience and have fun!

For information, and to register for this session, contact JT at 303.650.0301 or jt@csae.org


3:30 PM – 4:30 PM

Your Conference Game Plan
Dot Miller, CAE, The Solution

Session Description

First time attendee? Want to plan or extend your conference experience? Need assistance in navigating the landscape? this session is for you. It is fun; it is interactive; it is guaranteed to set you on the right course for a dynamic conference experience.


4:30 PM – 6:00 PM

Opening General Session

Welcome to Pueblo
Nick Gradisar, Mayor, City of Pueblo
Rod Slyhoff, President, Pueblo Chamber of Commerce

Excellence by Association
Jim Thompson, CAE, IOM, Capitol Hill Management Services, Inc.
Beth Brooks, CAE, Texas College of Emergency Physicians
Tracy Petrillo, EdD, CAE, Construction Specifications Institute

Session Description

How do you build a strategy for excellence? Three association thought leaders share their stories and insights on excellence and offer tips and strategies to help you build your capacity for excellence.

Expect Excellence

Demand Excellence

Be Excellent


6:00 PM

Welcome Gala, Silent Auction and Networking

Kick off your conference networking experience in Neon Alley and pick up unique offerings in this year’s Silent Auction.


Session Description

Welcome Gala, Silent Auction and Networking

Complementary shuttles will pick you up by the Medal of Honor statues and take you to B Street for live music and entertainment throughout Neon Alley. Enjoy 2 complementary beverages and food from some of Pueblo’s famous food trucks. Additional entrees and a cash bar will be available. Pick up unique offerings in this year’s Silent Auction Ride the shuttle back to the Convention Center or stroll down Union Avenue, a short 5-block walk.

Hosted by Visit Pueblo and the Pueblo Chamber of Commerce

And, while you’re at Neon Alley, be sure to bid on the unique offerings in the CSAE Silent Auction

Thursday, June 6, 2019


7:30 AM – 4:00 PM

Registration Open


8:00 AM – 9:00 AM

Breakfast
Keynote: Rock Your Life: Show Up and Show Off
Melanie Spring, Melanie Spring Productions

Rock Your Life

Rock Your Life: Show Up and Show Off
Melanie Spring, Melanie Spring Productions

You can argue with me, but you have a personal brand. It walks into the room before you and stays there long after you leave. Even if you don’t define it, it defines you. So, let’s define it and start telling the world who you really are.

When you are living on purpose, we spread light. When we share our light with others, we are able to change the world. Let’s find your thing, create a plan, and start making the impact you were put here to make. WARNING: You may need to clear out some stuff in your life to make that happen – job, friends, family, to-do lists, priorities. Are you truly ready to live a beautiful life?

In this session, we’ll start:

  • Finding your stories
  • Defining your personal brand
  • Identifying your purpose
  • Putting together a plan for making it happen

It’s up to YOU to rock your life!


9:00 AM – 10:30 AM

Concurrent Education Sessions—Explore Your Neighborhood
(Back by Popular Demand)

CEO Neighborhood
Led by Beth Brooks, CAE, Texas College of Emergency Physicians

Aspiring Leaders Neighborhood
Led by Tracy Petrillo, EdD, CAE, Construction Specifications Institute

Supplier Neighborhood
Led by Jim Thompson, CAE, IOM, Capitol Hill Management Services Inc.

Neighborhood Descriptions

CEO Neighborhood
Led by Beth Brooks, CAE, Texas College of Emergency Physicians

The CEO Neighborhood offers the opportunity to review topics that specifically affect the day-to-day responsibilities of the CEO. Discuss new ideas and ponder the sticky situations in today’s changing environment with a small group of your peers. Open to all Association CEOs, Executive Directors or Presidents.

Aspiring Leaders Neighborhood
Led by Tracy Petrillo, EdD, CAE, Construction Specifications Institute

Not a CEO or Executive Director? This session is for you. Informal discussion will connect you to information with like-minded peers to bring new ideas for effective communication, program and service evaluation, and learning strategies that create a shared vision with your CEO and association’s strategic plan. Open to all association professionals aspiring to lead, grow, and learn.

Supplier Neighborhood
Led by Jim Thompson, CAE, IOM, Capitol Hill Management Services Inc.

What sets you apart from the pack? Yes, we will talk F & B and décor on a budget, risk management, contract negotiations, ethics, and technology. But, we will also spend time on what it takes to build and solidify lasting business relationships and strategies for capitalizing on today’s opportunities. Open to all association meeting planners and individuals working in hospitality.


10:30 AM – 11:00 AM

Networking Break


11:00 AM – 12:00 PM

Concurrent Education Sessions

What’s Your Liability?
Cara Lawrence, JD, Tierney Lawrence, LLC

Maximizing Your Investment in Advertising, Sponsorships, and Membership
Jim Thompson, CAE, IOM, Capitol Hill Management Services, Inc.
Charles Popper, The Wyman Company

Cybersecurity and You – An End User’s Guide to Staying Out of Trouble
Jack Smith, MCP, initial.IT
James Pray, MCP, initial.IT

Session Descriptions

What’s Your Liability?
Cara Lawrence, JD, Tierney Lawrence, LLC

The legal landscape is constantly changing. Here’s what you need to know today about website accessibility that may violate the American with Disabilities Act (ADA), the new Colorado Privacy Act, anti-trust, use of photos, video and music on your website and social media platforms, and more. Attendees are also welcome to submit their questions in advance.

Maximizing Your Investment in Advertising, Sponsorships and Membership  
Jim Thompson, CAE, IOM, Capitol Hill Management Services, Inc.
Charles Popper, The Wyman Company

You’ve spent dollars and effort on advertising, sponsorships, and memberships to get in front of your potential customers. What’s your return?  Often high value, WOW factors are overlooked when considering ROI.  Learn to solidify and strengthen your promotional efforts and build strategic relationships.  Break loose from the pack and get noticed while creating real value for your investment.

Cybersecurity and You – An End User’s Guide to Staying Out of Trouble
Jack Smith, MCP, initial.IT
James Pray, MCP, initial.IT

Have you ever fallen prey to ransomware, phishing, or keylogging? We spend hours on the internet each day hoping our computer systems are protected with firewalls and virus scanners. Have you ever wondered how well you are protected while on the web outside of the office? Has your computer system been compromised, maybe even locked out by scammers? How much of your personal information is within public view? You’ll learn tips and specific information to better protect yourself and your computer systems while on the web.


12:15 PM – 1:15 PM

Luncheon
Keynote – Crafting the Future Proofed Association
Dean West, Association Laboratory

Crafting the Future Proofed Association

Crafting the Future Proofed Association
Dean West, Association Laboratory

Knowing what works and will not work moving forward is critical to your success. Dean West, President of Association Laboratory highlights information collected from more than 200 association CEOs through Looking Forward™, the nation’s most comprehensive and sophisticated environmental scan of the association strategy environment.

From this keynote, you’ll be able to

  • Identify key environmental changes impacting your association members
  • Understand implications on association strategy
  • Understand key strategies association are pursuing to adapt to a changing environment

1:30 PM – 2:30 PM

Concurrent Education Sessions

Facing the Dilemma of Ethics
Melanie Penoyar-Perez, CAE, Society for Mining, Metallurgy & Exploration, Inc.
Adrienne Segundo, IOM, Limitless Association Solution Resource

Developing Strategy for a Changing World
Dean West, Association Laboratory

Group Think for Membership Growth
Matt Hemmendinger, American Water Works Association

Designing The Future State for Your Association’s Learning Strategy – Part 1
Tracy Petrillo, EdD, CAE, Chief Learning Officer, Construction Specifications Institute
(Note:  This session is presented two parts. You will want to attend both sessions for full benefit.)

Session Descriptions

Facing the Dilemma of Ethics
Melanie Penoyar-Perez, CAE, Society for Mining, Metallurgy & Exploration, Inc.
Adrienne Segundo, IOM, Limitless Association Solution Resource

Association professionals are looked to for their vision, values and effectiveness. With this role comes a responsibility to serve members and the public with integrity and a commitment to ethical standards that promote the goal of transforming society for the better. This interactive session will focus on solving ethical dilemmas that you may face as a leader. Whether you are a current or future Certified Association Executive (CAE), or Certified Meetings Professional (CMP), learn why ethics-focused credit is becoming a new requirement for certification. 

Developing Strategy for a Changing World
Dean West, Association Laboratory

Creating successful strategy depends upon understanding the environment within which members live and work and identifying how the association needs to adapt to meet their needs. This session will use Looking Forward™, the environmental scan of the association strategy environment, as a guide to identify the issues most important to your members and those strategies that are most critical to your association moving forward.

You’ll walk away able to

  • Articulate the most substantial challenges facing key association strategies
  • Identify and discuss association research on potential strategic solutions to these challenges
  • Create and prioritize potential new or expanded strategies specific to your association

Group Think for Membership Growth
Matt Hemmendinger, American Water Works Association

 Recruiting, activating and retaining members through organizational memberships has developed new opportunities for the American Water Works Association to serve the water industry. Learn how a focus on serving groups of members led to a growth in overall membership and membership engagement.

Designing The Future State for Your Association’s Learning Strategy – Part 1
Tracy Petrillo, EdD, CAE, Chief Learning Officer, Construction Specifications Institute
(Note:  This session is presented two parts. You will want to attend both sessions for full benefit.)

This 2-part masterclass will engage CEOs and Executive Directors in a team learning approach with key staff who lead conferences, online learning, IT, marketing and member services to collaborate and develop actionable scenarios for small and large associations. Through aspects of design thinking, explore ways to break the cycle of “this is how we’ve always done things” while implementing innovations that meet members at their point and time of need.

In Part 1 of this session, explore the reliance on traditional learning/conference models as primary non-dues revenue sources. Determine how to shift resources and staffing to focus on application of knowledge, job skills development and competency impact for the professions you serve. Assess the issues behind poorly attended workshops and limited users in online learning platform that reach a small percentage of total membership annually, but cost valuable time, energy, staffing and financial resources.

  • Bring your team to participate in a facilitated deconstruction of traditional learning products
  • Reframe a fresh outlook with what is possible and necessary for the future of your association and the workforce that it creates

2:30 PM – 3:30 PM

Concurrent Education Sessions

Designing The Future State for Your Association’s Learning Strategy – Part 2
Tracy Petrillo, EdD, CAE, Chief Learning Officer, Construction Specifications Institute
(Note:  This session is presented two parts. You will want to attend both sessions for full benefit.)

Power Up Your Communications
Panelists;

Marisa Pooley, APR, AIA Colorado
Sarah Smith, Colorado Cattlemen’s Association
Marilee Yorchak, CAE, Digital Analytics Association

Hit the Ground Running – the First 100 Days
Jim Thompson, CAE, IOM, Capitol Hill Management Services, Inc.

Fireside Chat—Building Your Hospitality Career
Andre van Hall
The van Hall Company

Session Descriptions

Designing the Future State for Your Association’s Learning Strategy – Part 2
Tracy Petrillo, EdD, CAE, Chief Learning Officer, Construction Specifications Institute
Note:  This session is presented two parts. You will want to attend both sessions for full benefit.

In Part 2 of this session, learn to design a future state for your learning strategy! Participate in active creation of new learning and product models that meet your members at their point of need. Create a change management plan for staffing structures that engage and empower staff and members to implement innovation so they can move toward what is possible and needed. Design programs that meet today’s “learn on demand” culture while creating member value. Drive towards application of knowledge and competency-based education within our trade and professional membership associations.

Power Up Your Communications
Panelists:
Marisa Pooley, APR, Marketing and Communications Manager, AIA Colorado
Sarah Smith, Marketing and Communications Director, Colorado Cattlemen’s Association
Marilee Yorchak, CAE, Executive Director,  Digital Analytics Association

Are you being heard? Communications are changing. Publications –print and digital—are taking on new looks with visual messaging. Artificial Intelligence is reframing what we read online. Apps, video, and social media are constantly evolving. Join us for a lively dialog as association leaders share the multiple avenues they are testing in search of what works for their audiences. Attendees will walk away with the latest trend information, ideas to consider, and the facts on what should be discontinued now.

Hit the Ground Running – the First 100 Days
Jim Thompson, CAE, IOM, Capitol Hill Management Services, Inc.

This program is a must for anyone who will serve as the elected volunteer leader of an organization (yes, even your child’s soccer team) and the CEO who will be working with a volunteer elected leader. The year as an elected president or chair may seem like a long time, but it goes by so quickly. In order to make the most of that year, it’s important to take some key steps that will lead to success. Based on the book, “Hit the Ground Running”, by Bill Pawlucy, CAE, MPA, this session will help an association CEO work with their incoming president make the most of their year in office. Additionally, we will cover the habits of high performing boards.

Fireside Chat—Building Your Hospitality Career
Andre van Hall
The van Hall Company

It’s no secret—the hospitality industry is changing, and rapidly! What does the future hold for your career? Join the discussion with Andre, current hospitality professionals, and other individuals who may be of thinking of joining or advancing in the hospitality profession. This interactive session focuses on the challenges, opportunities and key elements of building a successful rewarding career in today’s changing marketplace.


3:30 PM – 4:30 PM

Grab a Beverage, then . . .

LIVE With Confidence
Melanie Spring, Melanie Spring Productions

LIVE With Confidence

LIVE With Confidence
Melanie Spring, Melanie Spring Productions

Our personal brands go before us, but how do we truly live life at the center of work, family, friends, and the community? Before you leave this session you will get working on every aspect of your life and making sure everything aligns with the big vision you have for your life.


4:30 PM – 6:00 PM

Association Marketplace


5:00 PM – 6:00 PM

VIP CAE Reception (By invitation only)


6:00 PM – 8:00 PM

Scavenger Hunt


LIVE With Confidence

Scavenger Hunt

Let’s go on a scavenger hunt. You may win a special Pueblo prize. Pick up your scavenger hunt list and clues at the Convention Center, then head out to explore Pueblo’s historic district.  During your hunt, be sure to enjoy dinner and drinks on your own at one of the many restaurants in the area and ride the the Riverwalk Boats FREE. In the morning, turn in your scavenger hunt completed list in the morning at breakfast to win some SPECIAL PUEBLO PRIZES!

Scavenger Hunt sponsored by the Pueblo Convention Center, Visit Pueblo, and the Pueblo Chamber of Commerce

Friday, June 7, 2019


8:00 AM – 9:00 AM

Breakfast
Keynote: Curiosity is the Key to Instigate Change
Andre van Hall, The van Hall Company, LLC

Keynote Description

Curiosity is the Key to Instigate Change
Andre van Hall, The van Hall Company, LLC

Becoming a Change Leader is critical. But beyond simply “embracing” change, how can you instigate positive change – and quickly adapt to disruptive change? Curiosity is the key to instigate change. Curiosity propels you forward. Curiosity drives you to learn more, face obstacles, be open to change, and overcome challenges. Learn how to become a Change Leader to innovate, mobilize your team toward forward thinking, and gain the competitive edge.

 

9:15 AM – 10:15 AM

Concurrent Education Sessions

Sales Strategies & Techniques for Non-Sales People: 3 Simple, Actionable Tips to Increase Your Non-Dues Revenue
Charles Popper, The Wyman Company

Building an Effective Strategy for Attracting, Engaging, and Retaining Top Talent
Gabriel Revnew, TriNet for Nonprofits
Alex Brady, Big Green

Leadership Through Influence
Evan Abbott
Employers Council

Session Descriptions

Sales Strategies & Techniques for Non-Sales People: 3 Simple, Actionable Tips to Increase Your Non-Dues Revenue
Charles Popper, The Wyman Company

Association executives and staff wear many different hats, including the one for revenue generation that so often is not their core competency area. This session will help busy association executives convert your industry suppliers to advertisers/sponsors with actionable tips to improve 3 key areas of your sales process. Audience members will be asked to volunteer their association for a quick assessment of how well their website tells their sales story to a potential advertiser/sponsor.

  • Ask your prospects the right questions to meet their needs
  • Create a slam dunk sales story for your organization
  • Build marketing and sales muscle to go beyond product and pricing

Building an Effective Strategy for Attracting, Engaging, and Retaining Top Talent
Gabriel Revnew, TriNet for Nonprofits
Alex Brady, Big Green

Today associations and businesses including hospitality are under pressure to recognize, understand, attract, mentor, and maximize the talents of the current and upcoming workforce. It’s more than age. Misconceptions abound. This session will focus on key strategies you can implement to build a committed team and culture that lasts. Gabriel Revnew and Alex Brady will share little known secrets for taking the mystery out of hiring and provide a unique approach for maximizing top talent. Attendees of this session will receive an in-depth how-to guide on engaging and keeping committed, mission-driven personnel.

Leadership Through Influence
Evan Abbott
Employers Council

Intensive, individual influence skill exercises allow you to “try on” new techniques in a safe training environment. Team interaction exercises provide insight into how influence operates in team settings. Ten influence tactics give you a spectrum of techniques to choose from, depending upon your situation. The final exercise ties the program together by analyzing a work-specific situation, the influence, the goal, and the desired outcome, power bases, influence tactics, and approach plan.


10:15 AM – 10:45 AM

Networking Break


10:45 AM – 11:45 AM

Concurrent Education Sessions

If I Had Only Known Then What I Know Now
Beth Brooks, CAE, Texas College of Emergency Physicians

How to Jumpstart and Take Your Membership Program to the Next Level
Facilitator: Matt Hemmendinger, American Water Works Association
Panelists:

Sarah Billiu, Brewers Association
Allison Gault, CAE, Colorado Nursery & Greenhouse Association
Jill Maclay, Medical Group Management Association

The Power of Video is Now
Robyn Anderson, One Floor Up
Rachel Farha, One Floor Up

Session Descriptions

If I Had Only Known Then What I Know Now
Beth Brooks, CAE, Texas College of Emergency Physicians

Wow, the thrill of landing your first Executive Director job!  You have association experience, are good at your job… how hard can it be? Whether you aspire to be an Executive Director, have been on staff and now have been promoted into the top job, or are joining a new organization, there will be suprises along the way including understanding culture, working with board members, and understanding why you were hired. Having served as Executive Director of 4 associations, Beth’s stories, advice, and tips will help you succeed in your position as ED.

5 Experts Share How to Jumpstart and Take Your Membership Program to the Next Level

Facilitator: Matt Hemmendinger, American Water Works Association
Panelists:

Sarah Billiu, Brewers Association
Allison Gault, CAE, Colorado Nursery & Greenhouse Association
Jill Maclay, Medical Group Management Association

Learn how to start small, prove success and develop strong membership campaigns to grow your association. Five membership experts with proven success in growing association membership will share their tips to help you address your membership challenges.

The Power of Video is Now

Cut through the clutter and communicate well with your audience.  A really great professional video can tell your story quickly and memorably.  In this session you’ll learn

  1. How a part of ideal video marketing strategy includes DIY video.
  2. Tips, techniques, and a checklist outlining a professional approach to creating your own video content.
  3. How to craft the right video strategy to increase attendance, engagement and further your fundraising efforts. 

Robyn Anderson, One Floor Up
Rachel Farha, One Floor Up

 


12:00 Noon – 1:15 PM

Closing Luncheon




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Consent to Use of Photographic Images and Name
Registration and attendance at, or participation in, CSAE meetings and other activities constitutes an agreement by the registrant to CSAE’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities and to include registrant name on event registration lists.