Surge Optimism 2018

FREE INTERACTIVE VIRTUAL CONFERENCE

Where association professionals assembled to harness the power of collective knowledge.

November 2018

Testimonials

Here’s what SURGE attendees had to say:

“Epic is the only word I can come up with. My colleagues concur!”

– Shannon K. Robertson, CAE, MS, Executive Vice President, NAIFA Louisiana & NAIFA BR

“I’m blown away. It is one of the best conferences I’ve ever been to. Loved the quality, the content, the format, the dialogue….everything.”

– Meena Dayak, VP, Integrated Media & Communications, American Public Power Association

“I was so impressed by the core SURGE team. Innovation, collaboration, execution, and, of course, humor under pressure. You went beyond putting on a virtual conference; you created a community! Cheers to you, the team, the attendees, and the sponsors and supporters! Can’t wait for the next SURGE!”

– Tim Parsons, CMO/COO 5:00 Films & Media

“To SURGE is to learn and to network and to share in awesome ways. And to SURGE is to learn how to experiment within your own association.”

– Garth Jordan, SVP, Corporate Strategy, HFMA

Sessions and Speakers

Thanks to our speakers, whose ideas were the very backbone of this event.

THE FUTURE OF WORK IS HERE

Adrienne Bryant, CAE

Account Executive IntrinXec Management, Inc.

Cecilia Sepp, CAE, CNAP

Association Expert and Founder 501c/Association Mentoring Network

Danielle Duran Baron, MA, MBA, CAE

Executive Director Commission on Accreditation of Athletic Training Education (CAATE)

Lisa Campo

Senior Marketing Manager American Staffing Association

Liz Icenogle, CAE

Executive Director of Engagement ARMA International

In the gig economy, virtual workspaces are our present and future. Adrienne Bryant, Lisa Campo, Liz Icenogle and Cecilia Sepp, all association professionals with different types of remote working experiences, addressed the future of work using personal anecdotes and scientific studies. They discussed how to create a culture among remote workers, the necessity of self-discipline and routine, and how “work-life balance” is both important and a misleading term to people who work remotely.

REVAMP TO REVITALIZE AND GROW

Florence Bindelle

Secretary General at EuropeanIssuers. President at ESAE.

Jeffers Miruka

President and Founder African Society of Association Executives (AfSAE)

Joan Tezak

Executive Director Colorado Society of Association Executives (CSAE)

John Peacock

Chief Executive Officer Associations Forum

Kevin Ordonez

Co-Founder .orgCommunity

Octavio “Bobby” Peralta

CEO & Founder Philippine Council of Associations and Association Executives (PCAAE)

Reggie Henry, CAE

Chief Information and Engagement Officer American Society of Association Executives (ASAE)

Sherry Budziak

Co-Founder .orgCommunity

Complacency is the enemy of associations. Find out how three association executives refused to fall into the complacency trap by revamping how they design their meetings, hire, communicate, and approach diversity and inclusion. You’ll learn the process they followed to revamp, what happened as a result and how to create a map you can use in your own association. From a more diverse speaker lineup to an effective ambassador program to a meeting that’s grown 75% in three years, you’ll see how revamping can mean revitalizing for your organization.

CONTENT STRATEGY AND DESIGNING FOR RELEVANCE

Carrie Hane

Principal Strategist Tanzen LLC

Dave Martin

Director of Marketing American College of Radiology

Hilary Marsh

President and Chief Strategist Content Company, Inc.

Content is how associations’ work is manifested in the world. It’s how members learn about, engage with and and use an association’s offerings. This session covers three factors to make sure content is effective:

It is created in a way that highlights its relevance
It is structured so it can be reused and highlighted
It is marketed so the audience knows about it

This session covers each of these topics with real-life lessons and stories from three speakers with deep expertise.

BUSTING THE 7 MYTHS OF ENTREPRENEURSHIP IN ASSOCIATIONS

Barbara Byrd Keenan, FSAE, CAE

Chief Executive Officer Endocrine Society

Dennis Sadler

Deputy Executive Director, Operations National Association of Secondary School Principals

Emilio Arocho

Director, Technology and Digital Strategy Food and Drug Law Institute (FDLI)

Meena Dayak

VP, Integrated Media & Communications American Public Power Association

Entrepreneurship: just for for-profits, or an opportunity for associations? A skill that stays at the top of the hierarchy, or a way to empower every department? Relentless risk-taking or calculated experiments?

This session pushes you to rethink everything you thought you knew about entrepreneurial thinking in the association space. Four speakers bust common myths about entrepreneurship one by one, covering topics including the role of volunteers, culture change and external competition. By the end, you will be prepared and excited to transform your organization with a business-focused mindset.

HOW TO MAKE TECHNOLOGY PAINLESS

Erin Hall, CAE

Product Manager MemberClicks

Janelle Benefield

Director of Association Payments AffiniPay

Rachel Stephan

snöballer-in-chief snöball event influencer marketing

Rick Rutherford

VP, Association Solutions CE21

We can all learn from the methodologies and approaches of other industries to create even more memorable experiences for our members. In this case, what can we learn from how technology companies find success? This conversation, led by marketing, product, and payment whizzes, covers sourcing feedback meaningfully, developing a culture of customer service, involving influencers in the process of development, and so much more.

HOW TO LOSE NEW MEMBERS IN 90 DAYS OR LESS

Amanda Kaiser

Chief Path Finder Kaiser Insights LLC

Larry Guthrie

Director of Communications CCIM Institute

Lisa Vivinetto

Co-founder and Chief Marketing Officer Dynamic Benchmarking

Stephanie Selesnick, CEM

President International Trade Information, Inc.

Are new member retention rates much lower than the retention rates for all other members at your association? Imagine improving your new member retention rates by 10%, 20%, even 50%! Some associations are growing their membership by focusing far more on engaging their most at-risk members. How are they doing it? By delivering the value and experiences new members need. Join us for a mix of research data and real-life examples you can start using immediately.

FORESIGHT IS THE FUTURE OF GOVERNING

Alicia Skulemowski, CAE

Senior Manager, Governance and Member Experience Society of Tribologists and Lubrication Engineers (STLE)

Jeff De Cagna FRSA FASAE

Executive Advisor Foresight First LLC

Nabil El-Ghoroury, PhD, CAE

Executive Director California Association of Marriage and Family Therapists

Veronica Meadows, CAE

Senior Director of Strategy Council of Landscape Architectural Registration Boards

It’s time to start attending to your association’s future. Preparing your association and its stakeholders for the future requires more from key decision-makers. By fully embracing the duty of foresight, boards can focus their attention on pursuing intentional learning with the future. This provocative conversation explores how boards can start doing the work that only they can do, and why foresight is the future of governing for building both high-performing boards and thriving organizations.

PRODUCTIVITY - A STATE OF MIND AT WORK

David E. Elliott

Social Learning and Innovation Facilitator, Consultant

Holly Duckworth, CAE, CMP, LSP

CEO Leadership Solutions Intl.

Lauren LeMunyan, PCC

Executive Coach Lauren LeMunyan Coaching

Tracy Vanneman, CAE

Corporate Partnership, Sponsorship, & Exhibits Consulting

Do you carry items forward on your to-do list day after day? Do you sit down in the office to finish one task then find yourself quickly distracted by another? Do you struggle to set boundaries around your working time? This session about combating gaps in our productivity is for you. Four speakers — a mindfulness consultant, a burnout prevention coach, an association professional and an education expert — put heads together to offer tips, strategies and frameworks to help you become more productive, both as individuals and organization. Topics covered include association culture and leadership expectations, how to stay present in your workspace, the power of turning off your phone and unlearning perfectionism.

MISSION CRITICAL: ADVANCE YOUR INDUSTRY’S WORKFORCE THROUGH REAL LEARNING

Carolyn Thompson

President Training Systems INC

Jess Halverson Bowyer

Strategist CPA Center of Excellence®, powered by the Indiana CPA Society

Lowell Aplebaum, CAE

CEO & Strategy Catalyst Vista Cova

Tracy King, MA, CAE

CEO and Chief Learning Strategist InspirEd

What is real learning, why do we need it, and how can we attain it within our organizations? Learning needs to be a core part of any organization’s purpose, to prepare a workforce to continue flourishing in the future. Armed with this purpose, in order to be a guide and partner for those who are learning throughout their careers, we have to focus not on single byte units but on developing competencies and supporting mastery. Starting from the lens of workforce development, this discussion unearths the key steps you need to implement an effective and comprehensive real learning strategy for your team.

THE POWER OF INDIVIDUAL STORIES TO STRENGTHEN COMMUNITY

Ben Martin

Executive Director The Review Society

Heather Wetzler

Co-founder & COO Cue Career

Karen McCord

CEO Breezio

Tim Parsons

Head of Story, Brand Strategy, and Partnerships 5:00 Films & Media

How do we create and sustain a sense of community amongst our members, networks or contributors? In what ways do our organizational missions depend upon and align with community building? What role does storytelling play in curating, inspiring and synthesizing a shared message? Hear from experts in online community building, crowdsourcing, member connectivity and story-telling to think about these questions.

UNDERSTANDING HUMAN BEHAVIOR TO UNLOCK POTENTIAL

Dan Ariely

Behavioral Economist Best Selling Author

Lowell Aplebaum, CAE

CEO & Strategy Catalyst Vista Cova

Nick Marzano, MEd

Director of Education Society of Hospital Medicine

Shira Harrington

Chief Engagement Officer Purposeful Hire, Inc.

Susan Radwan, MEd, CAE, SMP

Owner/Consultant Leading Edge Mentoring

What makes us do the things we do? In the first half of this session, author and scholar Dan Ariely shares his wisdom about irrationality and the human mind. Ariely talks about the personal and professional experiences that led him to the study of this strand of behavioral psychology, then fleshes out his research with real-life examples. You will learn more about the factors that impact how we make decisions, handle distractions and exercise willpower.

In the second half, you will bear witness to a SURGE-concocted experiment. What would happen, we wondered, if we took down all the signposts and let a conversational journey develop spontaneously? These speakers did no advance prep, and came to the discussion with no idea of its direction other than to discuss the broad subject, “professional motivation.” Armed only with their relevant expertise, a passion for the topic and a facilitator, the speakers tackle the theme imaginatively and instinctively.

APPROACHES FOR HUMAN-CENTERED DESIGN IN TECHNOLOGY INITIATIVES

Amy Burke

VP, Member Engagement MCI USA

Emily Hendershot

Community Strategist & Operations Consultant Nova Strategies

Gordon Withers

Director of Digital Services Fionta

Harry Rothmann

Chief Technology Officer Association of the United States Army

Mike Moss, CAE

President Society for College and University Planning

Rhea Steele, MS, CAE

Chief of Staff School Nutrition Association

Sarah Sladek

Founder & CEO XYZ University

Human-centered design, a product development methodology that puts people first, has the ability to increase successful outcomes for any association’s technology initiative. Our panel focuses on human-centered design’s four stages: user research, ideation, iteration and implementation. With real-life association experiences of excelling or struggling with a technology project, this session provides actionable tactics and insights to help you and your organization adopt this approach.

CREATING A CULTURE OF SUCCESS

Kathija “Kat” Mohammed, CHO, CHIA

Director of Education AAHOA

More than ever, associations are being challenged to sustain amidst disruption and to help their member companies do the same. Labor shortages and retirement waves are threatening the stability of organizations — even entire industries. As a result, leaders must prioritize the development of positive workplace cultures and employee engagement initiatives, but research indicates this is easier said than done.

Learn more about what it takes to foster a culture of success within your workforce. The panel explores how to define, measure and manage a culture capable of inspiring team-building and fostering engagement and community. You will hear creative strategies and best practices designed to offer the best workplace for you and your employees, and better serve the changing needs of your industry’s employers.

A GLIMPSE INTO THE FUTURE OF GLOBAL ASSOCIATIONS

Florence Bindelle

Secretary General at EuropeanIssuers. President at ESAE.

Jeffers Miruka

President and Founder African Society of Association Executives (AfSAE)

Joan Tezak

Executive Director Colorado Society of Association Executives (CSAE)

John Peacock

Chief Executive Officer Associations Forum

Kevin Ordonez

Co-Founder .orgCommunity

Octavio “Bobby” Peralta

CEO & Founder Philippine Council of Associations and Association Executives (PCAAE)

Reggie Henry, CAE

Chief Information and Engagement Officer American Society of Association Executives (ASAE)

Sherry Budziak

Co-Founder .orgCommunity

Representatives from the frontlines of the association community across the world unite to share a social and economic snapshot of each of their regions. Tuning in from Southeast Asia, the United States, Europe, Africa and Australia, this update provides an overview of the association activities making waves in each locale. What unites us and distinguishes us as association professionals on different continents? What can we learn from each other? How can we build a worldwide association movement to strengthen our industries and society as a whole? In a virtual world, let’s think internationally.

DATA STRATEGY (FOR DUMMIES)

Dave Will

Co-Founder and CEO PropFuel

Josh Carlson

Founder & CEO PerByte

Paolo Melgarejo

Executive Director Ikiru

These three speakers have crafted businesses that all interact seamlessly with data. The potential of data to address your organizational needs depends upon the questions you ask, the mindset you create and the analytical strategies you employ. This conversation offers applied solutions both to real problems in the present, and to predict future patterns of behavior.

Our Partners

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INDUSTRY PARTNERS WE’RE SO EXCITED FOR YOU TO MEET

THE TECHNOLOGY AND EXPERTISE THAT HELPS PRODUCE SURGE

ORGANIZATIONS THAT CONVENE TO FURTHER THE ASSOCIATION PROFESSION

Association Success is a CMP Preferred Provider. The program(s) identified with the CMP Preferred Provider logo meet the requirements to receive continuing education (CE) credit for the Certified Meeting Professional (CMP) credential. The use of the CMP Preferred Provider Course logo is not an endorsement by the Events Industry Council of the quality of the session. For more information about the CMP credential or CMP Preferred Provider Program, please visit www.EventsCouncil.org.