Associations: Navigating the “New Normal”

By |2023-02-17T07:54:49-06:00February 16th, 2023|

The pandemic has all Association Management Companies (AMC) working with their association clients to rethink how to get back to “normal” or define the “new normal” for their operations.  Connecting In-Person vs Virtual   Many associations have returned to in-person meetings and conferences while maintaining the virtual attendance option. Depending [...]

Practicing The Art Of Woo (Winning Others Over) Within An Association

By |2023-02-13T14:47:54-06:00February 7th, 2023|

Difficult people are everywhere. Despite one’s best efforts some people are never pleased. But when they are exhibitors at an association event or tradeshow how can they be transitioned from difficult to champion? Practicing the art of WOO or Winning Others Over can help move difficult exhibitors to enthusiastic [...]

Tips on How to Effectively Tackle Your To-do List as an Association Leader in 2023

By |2023-02-13T14:41:53-06:00January 19th, 2023|

It’s a New Year. New projects are in full swing. Association Board meeting energy is picking up momentum as Board members are settling into their roles. Inspiration flows, and you’re focused on your new tasks as an association leader.   Scheduling, attending meetings, event planning, research, and committee work [...]

The Importance of Association Policy Statements

By |2023-02-13T14:16:37-06:00December 22nd, 2022|

Policy statements are the guidelines for the association, they state appropriate standards of action and behaviour for all Board, committee, and staff members. Policy statements can be defined as a definite course of action adopted for expediency, facility, and efficiency. In short, policy statements detail how things are done [...]

How to Get Back Into the Swing of Things Post-Holidays 

By |2023-02-13T14:12:10-06:00December 13th, 2022|

As 2022 draws to a close, many of us are feeling excited to switch on our “Out of Office” message before going on a long-awaited holiday break. ‘Tis the season for reconnecting with family and friends, celebrating the year's achievements, and planning for the year ahead. It's also a [...]

The Role Continuum for Chief Staff Executive and Board of an Association

By |2023-02-13T13:45:36-06:00December 8th, 2022|

In previous articles, I have written about the CSAE CEO Symposium led by Glenn Tecker. I find some of the tools provided at this workshop to be so valuable I keep the workbook on my desk. One of my most referenced tools is the role continuum for the chief [...]

Embrace the Cloud: Using SharePoint with Association Boards

By |2023-02-13T13:19:15-06:00November 16th, 2022|

High-performing association board members are busy enough. Volunteer boards put trust into their association staff to maximize efficiencies and make the best use of their time, skills, and knowledge as an expert in their field. The second piece of the puzzle, and how these efficiencies come full circle, involves [...]

Should Your Association Conduct a Needs Assessment?

By |2023-02-13T13:05:32-06:00November 10th, 2022|

Within every association, there is a need to evaluate what is currently being achieved against what is desired to be achieved. The evaluation could be focused on individual performance, educational resources, and committee production, among endless other possibilities. There are several ways to determine what areas need to be [...]

The Importance of Conflict of Interest Policies within an Association’s Board

By |2023-02-13T12:56:29-06:00October 27th, 2022|

Each Board member brings to the Board a special set of skills and life experiences. Volunteering is the lifeblood of not-for-profit associations, and attracting qualified leaders often attracts people that may have conflicts of interest or perceived conflicts of interest with the association they are involved with. So, how [...]

Understanding Your Association’s Budgets and Cashflow

By |2023-02-13T12:39:37-06:00October 13th, 2022|

Budgets and cashflow analysis are important management tools to allow an association to properly manage their performance, allowing them to plan and make informed decisions relating to planning, resource allocations and funding requirements. Preparing budgets and cashflow forecasts can give you a more realistic measure of where your association [...]

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