Login / Register
November 7 - 9, 2017

Free Virtual Summit

Join 1,000s of association professionals to harness the power of collective innovation

Step 1

Register now to begin interacting with fellow association professionals.

Step 2

Immediately start sharing your great ideas, while learning what others are doing.

Step 3

Return November 7th-9th to view and discuss the sessions.

Why Attend

SURGE 2017 is a virtual summit with a thesis: By joining together thousands of association professionals, we can collectively innovate and push our industry forward. Really, it’s an experiment in collaboration.

We want to begin gathering insights immediately, so you can start to explore the potential of collaborative innovation as soon as you register.

You can connect in our forum, contribute to our virtual idea box, participate by answering speakers’ questions, and absorb the broader conversations taking place amongst and beyond the SURGE community.

On November 7th-9th, choose from a range of expert-led sessions to contribute to the discussions most meaningful to you.

How it Works

What is the format of the summit?

This is a three-day event from 12-4PM EST on November 7th-9th. Each session is an hour long, and is pre-recorded. This allows the speakers to spend the entire session period running a Q&A that corresponds to their content. At the same time, you will be able to communicate with the other attendees through a chat box. Join in on whichever conversation is most interesting to you!

How do I access the event?

Once you register, you will enter the event page, where you can immediately start interacting. At the same time, you will be sent an email with the link to return. The event is the finale, but conversations will occur in the platform leading up to it.

Where is this event located?

This summit exists in the virtual space, as it gives us the opportunity to bring together thousands of association professionals from around the world on a scale that has never been done before.

How can I ask speakers questions during the event?

The sessions are pre-recorded so that the speakers can spend the time answering attendee questions. They will be typing away furiously to reply to as many questions as possible!

Will there be opportunities to communicate with the speakers after their specific sessions?

This will depend on individual preference of our speakers. For those who are willing to be contacted, they will provide their email addresses.

Can I communicate with other participants?

Absolutely! When you register, you can immediately start communicating with fellow attendees in our forum. Throughout the sessions, there will also be a chat running simultaneously.

Will I have access to the sessions after the fact?

If you register beforehand, you will be given access to watch the recorded sessions at any point after the event.

Can I gain CAE credit hours watching the sessions?

Yes, but only if you attend live!

Are all of the event details finalized?

​They are not! All information is subject to change.

What platform are you using to stream the event?

We are proudly partnered with CE21.

Are there any browsers that your platform does not support?

​The quality will be a little funky on Internet Explorer 8. Although we highly recommend Chrome for the smoothest user experience on any website, here’s a handy link to download Edge, which is Microsoft’s move away from IE:

https://www.microsoft.com/en-ca/windows/microsoft-edge

Who is putting on this event?

​AssociationSuccess.org is a facilitator, in the sense that this summit is truly a collection of ideas and insights from dozens of people. Each of our speakers, volunteers, and partners are passionate about seeing the association industry thrive, which is why they have donated their time and resources to making this event happen.

My question hasn't been answered in this Q&A. How might I satisfy my curiosity?

Email your question to support@associationsuccess.org. If you’re asking, you’re not the only one, and you will help us make our Q&A complete!

Sessions + Speakers

Thanks to our speakers, who have ideas to share and conversations to spark.

  • November 7th 12-1PM EST

    Facing - And Embracing - The Future of Learning

    Amanda Beckner, Vice President of Learning / InfoComm International

    Amanda Beckner

    Vice President of Learning
    InfoComm International

    Josh Goldman

    Josh Goldman

    Vice President, Learning
    Ohio Society of CPAs

    Jeff Cobb

    Jeff Cobb

    Co-founder
    Tagoras

    Celisa Steele, Executive Director, Lean Impact

    Celisa Steele

    Executive Director
    Lean Impact

    In this session we’ll explore key trends in the rapidly evolving market for lifelong learning and their implications for trade and professional associations.

    We’ll consider how technology is transforming areas like workforce and career development and the role approaches like microlearning and microcredentialing will play in association business models going forward.

    Participants will leave with big, but actionable ideas for taking their learning programs into the future.

    read more
  • November 7th 1-2PM EST

    How to Effect Change No Matter Your Job Title

    Amalea Hijar

    Amalea Hijar

    Program Director, Growth
    Manufacturers Alliance for Productivity and Innovation

    Lauren Lemunyan

    Lauren Lemunyan, PCC

    Executive Coach
    Lauren Lemunyan Coaching

    Brian Calvary

    Brian Calvary, CAE

    Director of Membership & Chapters
    Consortium for School Networking

    A recently published study on innovation concluded the difficulty of an individual effecting meaningful organizational change in any position but a senior level one.

    But is that true? Can people without power title still influence or steer the direction of an organization? How can this be done in a cooperative, rather than a combative, way? And what might this look like?

    Hear from a collective of current and former association professionals who have been through the trenches on their own leadership journey. Now in positions to lead, the three panelists will discuss their strategies for growth and positive change, the challenges in current association structures and those cringe-worthy moments we hope no one got on film.

    read more
  • November 7th 2-3PM EST

    Transforming Associations Through Artificial Intelligence

    Reggie Henry

    Reggie Henry

    Chief Information Officer
    American Society of Association Executives

    Jeff De Cagna, FRSA FASAE

    Jeff De Cagna, FRSA FASAE

    Executive Advisor
    Foresight First LLC

    Amith Nagarajan

    Amith Nagarajan

    Executive Chairman & Founder
    rasa.io

    Thad Lurie, CAE, CIP

    Thad Lurie, CAE, CIP

    VP Operations, Chief Information Officer
    EDUCAUSE

    Artificial Intelligence is creating both opportunities and risks for our organizations as it transforms the landscape in which they operate.

    Advancements in AI offer exciting new options for automation, personalization, and decision making. At the same time, we are also facing the prospect of entire industries being replaced and many of the traditional functions of associations becoming obsolete.

    How do we take advantage of this exponential technology? How can your association leverage the power of AI to improve the way you connect, engage, and provide service to members? What would it look like for an association to drive its operations, decision making, and member experience with significant assistance from AI?

    read more
  • November 7th 3-4PM EST

    The Workforce Crisis (And What To Do About It)

    Scott Wiley

    Scott Wiley, CAE

    President & CEO
    Ohio Society of CPAs

    Sarah Sladek

    Sarah Sladek

    Founder & CEO
    XYZ University

    Bryan Kelly

    Bryan Kelly

    Strategic Advisor
    rasa.io

    The workforce development problem in your industry is very real. How can your association pivot towards engaging both younger members and employees?

    This session will see Bryan Kelly moderating a discussion between CEO Scott Wiley, and Sarah Sladek, an expert in engaging future members and talent.

    As CEO of the Ohio Society of CPAs, Scott realized his association needed to consider what their industry would look like 15 years in the future, and implemented some radical programs as a result.

    His experience, combined with Sarah’s invaluable insights, will form the basis of this exciting and necessary conversation about how we can look to the future to face the current workforce crisis.

    read more
  • November 8th 12-1PM EST

    Association Leaders and the Analytical Mindset

    Debbie King

    Debbie King

    Founder & CEO
    Association Analytics

    Wayne Eckerson

    Wayne Eckerson

    Author of “The Secrets of Analytical Leaders”
    Founder of Eckerson Group

    Association leaders today have more decisions to make and less time to make them. Coaching your team on how to embrace the analytical mindset and make evidence-based decisions quickly and confidently will be critical for your association and your career.

    An analytical mindset includes asking powerful questions and communicating clearly (internally and externally) in a way that is designed to ensure shared understanding toward the common goal of adding value. Analytical leaders understand context, culture, and strategy in addition to data.

    In this fast-paced session, thought leader Wayne Eckerson will share wisdom from his book Secrets of Analytical Leaders in an informative interview with Debbie King, CEO of Association Analytics. Come along to learn practical steps for how to be a role model for effective decision-making in your organization.

    read more
  • November 8th 1-2PM EST

    Small Bites, Big Ideas

    Lowell Aplebaum

    Lowell Aplebaum, CAE

    CEO & Founder
    Next Connextion

    Surprise guests

    + several surprise guests

    How can one conference cover all the ideas surging through the association space?

    This session delivers some to you rapid-fire. Although this segment is hosted by Lowell Aplebaum, we have several surprise speakers who have captured their ideas on film for you. You’ll want to take notes; the concepts might be meaty, but each speaker will present their idea for 5 minutes before we move onto the next.

    We’ll cover topics centered on preparing for tomorrow by taking action today.

    read more
  • November 8th 2-3PM EST

    Let's Break Down Our Organizational Silos

    Mike Moss

    Mike Moss, CAE

    President
    Society for College and University Planning

    Aldo Maragoni

    Aldo Maragoni

    Communications Manager
    California Society of Certified Public Accountants

    Beth Burchill

    Beth Burchill

    Meetings and Exhibits Coordinator
    American Counseling Association

    Christopher Hunter

    Christopher Hunter

    IT Manager
    Chartered Professional Accountants of Manitoba

    Sean Glaze

    Sean Glaze

    Team Building Facilitator
    Great Results Team Building

    “Our departments have conflicting goals. They have trouble communicating and understanding each other. Consequently our broader organizational message is fragmented, and we’re not as effective as we could be.”

    Does this sound familiar? Is there a way to break the barriers within our organization’s departments, and remove the ‘us and them’ mentality that comes with them?

    The session is comprised of association professionals from a range of departments, as well as a team-building facilitator. They will share stories from their own experiences witnessing these communication barriers, and also how they work to overcome them.

    read more
  • November 8th 3-4PM EST

    Rethinking Traditional Membership Models

    Cecilia Sepp, CAE

    Cecilia Sepp, CAE

    Association Expert/Former CEO

    Sharon Kneebone, CAE, IOM

    Sharon Kneebone, CAE, IOM

    Executive Director
    National Society for Histotechnology

    Addy Kujawa, CAE

    Addy Kujawa, CAE

    Chief Operation Officer
    American Alliance of Orthopaedic Executives

    Join Sharon Kneebone, CAE, IOM; Addy Kujawa, CAE; and Cecilia Sepp, CAE for a paradigm-smashing discussion about the professional society membership model and its future. In addition to having experience as CEOs, all of our panelists have been membership directors and/or component relations professionals.

    This session will probe the notion of membership models to consider the relationship between membership dues and the value your association offers its members.

    Are dues a fee or an investment? Are they really too expensive – or is your organization just not worth it? Are your members getting any benefit from their dues? And is there value to the ‘Value Proposition’?

    read more
  • November 9th 12-1PM EST

    How to Innovate The Lean Way

    Elizabeth Weaver Engel

    Elizabeth Weaver Engel

    CEO & Chief Strategist
    Spark Consulting

    Guillermo Ortiz de Zarate, MBA

    Guillermo Ortiz de Zarate, MBA

    Chief Information & Innovation Officer
    National Council of Architectural Registration Boards

    Ann Mei Chang

    Ann Mei Chang

    Executive Director
    Lean Impact

    The principles articulated in Eric Ries’s The Lean Startup have been applied by entrepreneurs around the world, but are they relevant to associations? After all, we’re not startups.

    In their recently released whitepaper, Innovate the Lean Way, Elizabeth Weaver Engel and Guillermo Ortiz de Zarate make the argument that the lean startup approach is vital for associations, because, like startups, we’re operating with limited resources, so it’s critical that we invest them efficiently.

    Join Elizabeth, Guillermo, and Ann Mei Chang, former Chief Innovation Officer of the U.S. Global Development Lab at USAID, for an engaging discussion of the challenges associations face innovating effectively and how lean startup principles can help.

    read more
  • November 9th 1-2PM EST

    Membership is Everybody's Business

    Ed Rigsbee

    Ed Rigsbee, CAE

    President
    Rigsbee Research

    Matt Mantione, CAE

    Matt Mantione, CAE

    Senior Director
    SNAME

    Who is responsible for membership in your organization? What about for member recruitment? Let’s not forget member retention—which department holds that responsibility? Are you really sure?

    This session focuses on sustainable membership growth as an organic element driven by the chief staff executive throughout all the silos of an organization.

    Generally, as goes the focus of the chief staff executive, goes the organization. We will explore strategies and tactics for growing your organization in a member-ROI-centric manner.

    read more
  • November 9th 2-3PM EST

    Putting Member Engagement Into Action

    Beth Brodovsky

    Beth Brodovsky

    President
    Iris Creative

    Maddie Grant

    Maddie Grant

    Founding Partner
    WorkXO

    Amanda Kaiser

    Amanda Kaiser

    Chief Path Finder
    Kaiser Insights

    Associations need help. We need speakers, writers, volunteers, mentors, and leaders. We also need learners, and networkers, and curious minds. All of this requires some degree of member engagement and right now there seems to be trend of disengagement.

    Healthy, vibrant associations need engaged members. This session is about attracting engaged members, engaging new members, and helping existing members to become more engaged.

    read more
  • November 9th 3-4PM EST

    The Trials and Tribulations of Non-Dues Revenue

    Scott Oser

    Scott Oser

    President
    Scott Oser Associates

    Garth Jordan

    Garth Jordan

    SVP, Corporate Strategy
    Healthcare Financial Management Association

    Keith Chamberlain

    Keith Chamberlain

    Director of Membership & Experience
    HFMA

    Bruce Rosenthal

    Bruce Rosenthal

    Association Corporate Partnerships Consultant
    Bruce Rosenthal Consulting

    The topic of ‘non-dues revenue’ is raising some interesting questions within the association space, and provoking some more fundamental concerns about the nature and mission of our organizations.

    There are those who are skeptical, or even fearful, of non-dues revenue attempts, seeing them as cash grabs that are in conflict with the aims and values of their association. But is this perhaps due to a lack of a cohesive organizational strategy?

    If so, how can we pursue revenue opportunities that actually strengthen our organization’s relationships – with members and industry partners alike?

    read more

We are a CAE Approved Provider.

Our Team

Thanks to our volunteers, whose ideas have been the very backbone of this event.

Beth Burchill

Beth Burchill

Meetings and Exhibits Coordinator / American Counseling Association
Emery Wolfe

Emery Wolfe

Technology and Multimedia Specialist / Saskatchewan Registered Nurses' Association
Susan Noell

Susan Noell

Assistant Director of Corporate Relations & Membership / Academy of Managed Care Pharmacy
Christopher Hunter

Christopher Hunter

IT Manager / Chartered Professional Accountants of Manitoba
Carolyn Hook

Carolyn Hook

Membership and Engagement Specialist
Mike Moss, CAE

Mike Moss, CAE

President / Society for College and University Planning
Lowell Aplebaum, CAE

Lowell Aplebaum, CAE

CEO & Founder / Next Connextion
Lauren Lemunyan, PCC

Lauren Lemunyan, PCC

Executive Coach / Lauren Lemunyan Coaching
Beth Brodovsky

Beth Brodovsky

President / Iris Creative
Bryan Kelly

Bryan Kelly

Strategic Advisor / rasa.io
Genevieve LeClerc

Genevieve LeClerc

Association Strategist - President / Caravelle Strategies
Jena Hoffman

Jena Hoffman

Principal / Jena L. Hoffman Consulting & Coaching

Our Partners

Because really – we couldn’t have done this without them.

AssociationSuccess.org