Apr
17
10:35 AM10:35

Leadership Lab: Priorities & Strategies

Leadership Lab will wrap up with a proven personalized planning process which will incorporate "What questions are we certain about and what questions need to go further; What’s on your list for your staff and your board?

Presenter:
Tom Hood, Executive Director, Executive Director/CEO – Maryland Association of CPAs

Location:

Valencia Ballroom, General Session Area

 
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Apr
17
10:00 AM10:00

Leadership Lab: Change Agency

"The Art and Science of Digital Leadership....The Questions AGU Addressed in Shaping the Role of Its Digital Leader?"

A presentation and open forum of what questions, attributes, and lessons learned AGU addressed when identifying the role of its digital leader.

Presenter:

Janice Lachance, JD, FASAE Executive Vice President, Strategic and Organizational Excellence – American Geophysical Union

Location:

Valencia Ballroom, General Session Area

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Apr
17
9:25 AM09:25

Leadership Lab: Executive Exchange

Leadership Lab Host:

Arlene Pietranton, PhD, CAE, CEO – American Speech Language Hearing Association/Association Trends 2018 Association Executive of the Year


Panel:

Hal Gregersen Executive Director – MIT Leadership Center
Abe Eshkenazi, CSCP, CPA, CAE, CEO – Association for Supply Chain Management (ASCM)
Raquel Tamez, CEO – Society of Hispanic Professional Engineers (SHPE)
Richard Yep, CAE, FASAE, CEO – American Counseling Association (ACA) 

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Apr
17
7:00 AM07:00

Conference Breakfast

Location:

Valencia Ballroom

Conference Breakfast Sponsored by:

 
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Apr
16
6:40 PM18:40

Evening Offsite Event: SeaWorld Orlando

Info:

Imagine a visit to an exclusive island oasis where its inhabitants include exotic animals, tropical birds and friendly dolphins. Discovery Cove is the perfect tranquil setting for an event experience unlike any other – offering guests to take in the beauty of our gleaming white sandy beaches surrounded by a paradise of rocky lagoons and lush landscaping, intricate coral reefs, waterfalls, and animal interactions, all located just minutes from convention center. Join us for an evening uniquely your own, with tropical inspired cuisine and entertainment. And, like all SeaWorld and Discovery Cove events, this will be an “Event that Matters.” How? Every guest visit helps support animals in need around the world.

Travel Arrangements:

6:00pm - Buses stage at Hyatt Convention Entrance
6:30/45pm - Load Buses
6:45pm - Depart Hyatt for Discovery Cove
9:00pm - First Departures from DC to Hyatt Regency
9:30pm - Second Departure from DC to Hyatt Regency
10:00pm - Final Departures from DC to Hyatt Regency

Location:

SeaWorld Orlando

Sponsored by:

 
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Apr
16
4:11 PM16:11

NeXT Session 8 “Digital Pathways, Strategies, & Metrics in Advancing Digital Transformation”

What are the destination, roadmap, and measures of progress in the digital transformation journey? What strategies are necessary to advance the focus on member/customer as their world continues to change? What are the internal and external indicators to measure progress in the digital transformation journey in order to make the timely course correction and improve its success rate?

Key metrics supporting operational excellence will certainly look are core execution metrics. Strategically, as transformation advances, new metrics will need to be developed for each successive initiative.

Our digital strategy leadership team conducted a benchmarking survey with 3 pilots and 26 associations. The findings, benchmarks, success practices, strategies, and key issues will be reviewed and discussed.

Presenters:

Prabhash Shrestha, MS, CAE, PMP, Executive Vice President & Chief Digital Strategy Officer – Independent Community Bankers of America
Frank Schettini, Past Chief Innovation Officer – ISACA
Sami Hassanyeh, Chief Digital Officer – AARP
John Sullivan, CIO – American Chemical Society

Location:

Room #W414D

 
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Apr
16
4:10 PM16:10

NeXT Session 7 “Leadership for the 21st Century: Chaos, Conflict, & Courage”

In this period of rapid innovation, uncertainty, and disruption, how can CEOs align expectations and execution with their boards and stay out of trouble? Is the nature of governance cyclical where there is a counter-reaction to current leadership or are CEOs inheriting unrealistic expectations to be an expert for technology and the business while delivering on yesterday’s promises?

Examine with our 2 panels what experience and current expectations of volunteer leaders have of association CEOs. Key takeaways are models for assessing your current leadership framework and best strategic approaches to advancing strategic change.

Moderator:
Paul Pomerantz, CEO – American Society of Anesthesiologists (ASA)

Panel 1:
Lou DiGioia, CAE, Past Executive Director –DECA
Christie Tarantino-Dean, FASAE, CAE, Executive Vice President & CEO – Institute of Food Technologists
Abe Eshkenazi, CSCP, CPA, CAE, CEO – Association for Supply Chain Management

Panel 2:
Steve Lieber, Principal – Avisos Partners/President & CEO Emeritus – HIMSS
Pamela Kaul, President – Association Strategies
Kerry Stackpole, IOM, FASAE, CAE – Plumbing Manufacturers International

Location:

Valencia Ballroom, General Session Area

 
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Apr
16
3:15 PM15:15

“The Perils and Promises of Blockchain for Association Members and Leaders”

The buzz is unmistakable. The next technological wave is beginning to crest and blockchain is leading the way. Advocates claim it will revolutionize trust on the Internet and, counterintuitively, lead to more privacy for individuals. Detractors have concerns about misuse, security, and what the overall socio-economic impact may be of blockchain being deployed at scale. Is it all just hype? How can we develop a better understanding of how blockchain may impact us as individuals and leaders of organizations?

We’ll talk about what blockchain is and how the technology works, discuss how it’s going to affect the association industry, and provide a roadmap for associations to use as they begin to help their members prepare for the impacts of this disruptive technology on their industries and professions.

Participants will:
• Get beyond the buzzwords and understand what blockchain is and how it actually works
• Learn how blockchain might be applied to the business of associations and begin thinking about what they might want to investigate for their own associations
• Develop a better understanding of how blockchain will affect their members so they can begin planning how they will help their members adjust to and use this new technology
• Be given step-by-step instructions on how to begin experimenting with blockchain
• Get a list of online tools and resources associations can use to expand their understanding
• Get a list of questions for leaders to discuss with their boards and volunteers

Presenter:
Katherine Matthews, Business Intelligence Analyst,National Council of Architectural Registration Boards
Elizabeth Engel, CEO & Chief Strategist – Spark Consulting

Location:

Room #W315B

This Session is part of Workshop Track III

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Apr
16
3:15 PM15:15

"Leadership & Culture – The Core Essentials in Advancing Digital Transformation “

Working to evolve the organization and business begins with committed leadership and C-level drivers along with an organizational culture that is the oxygen of transformation. Leadership with an executive team aligned around the vision is the proven way to get started, as identified in the Digital Transformation Assessment™ (DTA) report

Many societies have been working toward their digital transformations for a few years, and the realization is… it’s not easy. What is required is over-communication with clear understanding across the enterprise as to how everyone is going to get there. Hear from digital leaders who have embarked on their transformation with a focus on the future and a commitment to their people. Those successfully navigating their digital strategies commit to shifting toward:
• Coordinated and collaborative planning around customer needs
• Rallying around simple and consistent metrics and outcomes
• Increasing agility to create, execute and when necessary adjust the strategy
• A “fail fast” mindset to improve likelihood of responding to relevant opportunities
• Building ecosystems of value across the enterprise (people, process, products)

Learning Outcomes
• Hear how future-ready leaders embrace the new paradigm of culture – built on speed and agility
• Discover the ah-ha’s of digital transformation and why some digital strategies fail

Moderators:

Tom Loughlin, Former CEO – ASME/President – Archimedes Lever, LLC

Ellen Moore, Former CEdO, AAOS, Principa – Ellen Moore Development

Participants:

Chris McEntee, Executive Director/CEO – American Geophysical Union (AGU)

Peggy Winton, Executive Director – Association for Intelligent Information Management (AIIM)

Brian Reilly, Chief Digital Strategy Officer – American Society of Anesthesiologists (ASA)

Location:

Room #W414C

This Session is part of Workshop Track III

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Apr
16
3:15 PM15:15

"The Future of Print and Magazine Media in the Digital Age"

As organizations are becoming "smarter" and machines and humans are working together in new ways, successful businesses strike the right balance between new technology and proven, effective communication practices. Linda Thomas Brooks, President and CEO of MPA – The Association of Magazine Media, lays out how magazine media cuts through the clutter and clarifies messages in today’s cluttered media landscape, while introducing innovative ways to reach and engage audiences across platforms.

Learning Outcomes
• Why magazine media serve as a shortcut to quality and a proven way to better engage audiences
• Magazine media’s enduring power to solve marketer dilemmas across every key metric
VHow magazines are an important part of a successful cross-platform communications and marketing strategy
• The many unique – and scientifically proven – benefits of paper-based reading

Presenter:

Linda Thomas Brooks, President/CEO – MPA - The Association of Magazine Media

Location:

Room #W315A

This Session is part of Workshop Track III

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Apr
16
3:15 PM15:15

“Harvard Business Review’s Adoption of a Digital Data Ecosystem”

Like many publishers, the Harvard Business Review has been evolving toward a more-digitally focused offering – complementing their award-winning print magazine with rich, current, and timeless digital content on hbr.org and complementary digital assets. With this evolution has come greater and different demands on the capture and use of customer data. In this session, we will talk about HBR’s recent adoption of a digital data ecosystem – the problem, the solution, the successes, and a supporting data strategy. We will discuss aspects of our “crawl, walk, run” adoption from an organizational perspective, use of behavioral triggered emails, personalization of newsletters, and introduction of machine learning to improve targeting effectiveness.

Learning Outcome
• The benefits of workshopping your brand, gauging current brand perception, aligning your content and publishing to your diverse audience


Presenter:

Carrie E. Bourke, Director, Customer Analytics & Insights – Harvard Business Review

Location:

Room #W414A

This Session is part of Workshop Track III

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Apr
16
3:15 PM15:15

“Attract and Retain Millennials by Speaking Their Language (Voice)”

This talk will take its listeners through strategies to attract and retain millennial engagement for consumer/social media tech companies. It will provide a detailed analysis on what millennials desire within a consumer tech experience, including which needs they want fulfilled, what type of opportunities they’re seeking, and what type of content is helpful. It will then provide examples of effective marketing/brand activation initiatives and how they can be achieved regardless of resource constraints.

Learning Outcomes

At the end of this session, you’ll be able to:

• Understand how millennials want to interact with your brand

• Produce an experience to grab their attention

• Determine how to produce content that serves their needs

Presenter:

Caroline Hubbard – LinkedIn, Product Growth Team

Location:

Room #W414D

This Session is part of Workshop Track III

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Apr
16
2:55 PM14:55

Conference Break

• Collaboration Lounge 
• Resource Center Partners 
• Future of Engagement 

Location:

Valencia Ballroom

Conference Break Sponsored by:

 
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Apr
16
2:05 PM14:05

“Under the Learning Hood of the Next Generation of Game & Simulation Industries”

The session will include a presentation and discussion of current university programs that are focused on providing tools, knowledge, and expertise for the next generation of creative content providers. The Florida Interactive Entertainment Academy graduate program was created in partnership with the State of Florida, industry, and the University of Central of Florida to support Florida's growing video game and simulation industries. Today, over 600 graduates are working at over 200 creative companies leading the way with innovative new technologies in video games, education, military, medical simulation and training. The presentation will highlight the students’ backgrounds, their desires, and interesting new products they are creating.

Learning Outcomes
• Depth to which universities are supporting the creative class
• Breadth of the transferable skills of game developers
• The growing entrepreneurial skills and mindset of today's young developers

Individuals and organizations in the education, training, and certification roles will learn the opportunities and resources available to develop next-generation tools and platforms that are engaging and immersive. From architecture to the medical field, game developers are adding value by bringing skills and abilities that had historically been relegated to large software developers. Today, entrepreneurs can afford all the latest technology and tools to develop high-production content and satisfy a growing range of customers.

Presenter:

Ben Noel, Executive Director – Florida Interactive Entertainment Academy at UCF

Location:

Room #W315B

This Session is part of Workshop Track II

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Apr
16
2:05 PM14:05

"Busting the Paradigm Busters... Association 4.0 — Positioning for Success in an Era of Disruption”

How do you plan for a future that’s already here? Associations no longer have the luxury of strategizing several years out. Business and technology move at breakneck speed. Sherry Budziak and Kevin Ordonez’s book, Association 4.0 – Positioning for Success in an Era of Disruption, explores how the most innovative leaders navigate change to seize opportunity.

Big data, blockchain, artificial intelligence, and the sharing economy are paradigm busters with the potential to remake business as usual. Discover how 18 C-suite executives profiled in this book are managing a game-changing environment by:
• Embracing the virtual workplace
• Restructuring membership to mine new value
• Guiding constituents through the information maze
• Creating seamless customer experiences
• Reinventing teams and project management
• Promoting innovation and creativity

Learning Outcomes
• Understand how game-changing trends are impacting associations and their members
• Discover strategies to turn disruption into success
• Learn how innovative leaders are preparing their organizations to thrive in an era of change and uncertainty

Presenters:

Sherry Budziak, Founder & Owner – .orgSource, Founder, .orgCommunity

Kevin Ordonez, Managing Director, Technology Strategy – .orgSource

Bill Bruce, CEO – American College of Occupational Environmental Medicine

Location:

Room #W414A

This Session is part of Workshop Track II

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Apr
16
2:05 PM14:05

“Pivot Point: Reshaping Your Business When It Matters Most”

Examples abound of once-dominant organizations that succumbed to competitors and start-ups because they failed to adjust their business model when such a shift amid rapid change could have made all the difference.

We often see associations make small changes in an attempt to fix big challenges. They adjust the price of membership when the core issue is a lack of value to members. They redesign their websites but don’t improve the accessibility and usability of content, which is often the cause of members’ frustrations. When associations see a stagnation or decline in membership dues, they talk about membership models and pricing – I’ve built my company on helping associations create new membership models and pricing structures – but without value, people won’t give their money or their time.

As attitudes and values shift from ownership to access and flexibility, members will be drawn to organizations that provide real solutions that address their challenges and meet their needs. And while a passion to advance a cause or support a chosen industry still drives some individuals and companies to join an association, most organizations will need to find new ways to appeal to those who seek a transactional relationship or simply wish to find a resource that quickly resolves an issue.

Learning Outcomes
• How to ensure your organization remains nimble and able to quickly adapt to a changing landscape
• How culture plays a key role in being able to pivot your organization
• The five essential characteristics needed to pivot your organization to create meaningful value and build a sustainable business model

Moderator:

Sheri Jacobs, FASAE, CAE, President & CEO – Avenue M Group

Panel:

Abe Eshkenazi, CSCP, CPA, CAE, CEO – Association for Supply Chain Management

Gregory J. Fine, FASAE, CAE, Executive Vice President/CEO – CCIM Institute & CCIM Technologies

Chris Gloede, Manager – Ricochet Advisory Services,/Past CMO – American Bar Association (ABA)

Velma R Hart, FASAE, CAE, Chief Operating Officer, Construction Specifications Institute

Location:

Room #W414D

This Session is part of Workshop Track II

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Apr
16
2:05 PM14:05

"Your Brand, Your Content... Your Future" (Association Media & Publishing Strategic Session)

Making your audience/membership feel connected, valued, and heard is a getting more challenging. Audience diversity, channel prioritization, and messaging can get lost, along with gauging your organization's ever-changing perception component, make for a complex mix. Are you aligning your content/publishing to your audience, or is the audience defining it? Through this workshop, we’ll discuss why a strong brand strategy is needed and how you can test it, at the same time ensuring that your external communication tactics and content match where you're headed. We’ll discuss the changing face of our audience and how to continue to build it, challenging budgets, and what you can to do to drive change. This workshop will be facilitated with breakout groups and tangible outcomes that you can bring back to your organization. Bring your challenges into the room and discuss tactics to overcome them.

Learning Outcome
• The benefits of Workshopping your brand, gaging current brand perception, how to align your content and publishing to your diverse audience

Presenters:

Mark DeVito, President – Bates Creative

Laura Lewis, Chief Marketing Officer – CREW Network

Location:

Room #W315A

This Session is part of Workshop Track II

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Apr
16
2:05 PM14:05

“Navigating Digital: How Digital Savvy are your People?”

No doubt your organization is talking about or may have even embarked on your digital transformation journey. The big question, however, always boils down to people. Does your organization have the right talent to define and execute on the vision? Are you, your leadership, and your staff "digital savvy?" Recent research suggests that organizations that have digital savvy talent are more innovative, capitalize on new market opportunities faster and better, create better customer experiences, and yield better financial performance than those without. During this interactive session, you will learn what it means to be digital savvy; how to assess this state of being for yourself, your board, your leadership team and your staff; and how to leverage this capability to successfully navigate your organization's digital future.

Learning Outcome
• How to assess this state of being for yourself, your board, your leadership team and your staff and how to leverage this capability to successfully navigate your organization's digital future

Presented by:

Matt Loeb,CGEIT, CAE, FASAE, former ISACA CEO

Location:

Room #W414B

This Session is part of Workshop Track II

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Apr
16
1:05 PM13:05

NeXT Session 5 “Sustainable Philanthropy: Transforming for the Future”

Digital Transformation... New Value… with focus on customer and ecosystem. United Way repositions 133-year brand with jump-start 2019. Partnership with Salesforce and philanthropy cloud applying AI and United Ways’ database of causes and communities.

Presenter:

Lisa Bowman, Executive Vice President & Chief Marketing Officer – United Way Worldwide

Location:

Valencia Ballroom, General Session Area

 
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Apr
16
1:05 PM13:05

NeXT Session 6 “The Art and Science of Digital Engagement... The User Experience”

Differentiating on customer/member/user experience is, or should be, the most key imperative for every organization. The partnership between customer/member/user experience and every aspect of technology is a core capability that dramatically impacts how customers/members/users engage with a brand and how it drives business results.

In this session we will:

• Explore how experience digital transformation ecosystem is critical to transform company/association focus and outcomes
• Define how each component of defining and design how the experience gets delivered is key to finding financial/engagement impact
• Discover how end-to-end customer/member/user experience is a litmus test for technology and strategic customer decisions
• Share approaches and examples of how organizations can start to define their partnership and create the power of collaborating around the customer/member/user

Presenter:

Diane Magers, CEO – Customer Experience Professionals Association (CXPA)

Location:

Room #W414D

 
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Apr
16
11:55 AM11:55

Conference Lunch

Location:

Valencia Ballroom

Conference Lunch Sponsored by:

 
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Apr
16
10:55 AM10:55

“Blockchain Enabled Applications”

Understand the value-add that associations create in the world of trusted ecosystems, what works and critical success factors. Examine benefits of integrating blockchain with emerging technologies such as machine learning and AI. Key applications will include Credentialing, Smart Contracts, Supply Chain Compliance, Healthcare, Finance. Examine how organizations are addressing adoption barriers.

Presenters:

Dr. David Metcalf, Ph.D. – Mixed Emerging Technology Integration Lab (METIL) – UCF Institute for Simulation and Training

Location:

Room #W414A

This Session is part of Workshop Track I

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Apr
16
10:55 AM10:55

“Digital Transformation ... the Heavy Lift starts with Alignment of Key Stakeholders”

You are not an island. You can’t do everything alone. In today’s hyper-connected world, every technology initiative impacts your customers. Breaking down silos and creating a customer-centric focus means more intense collaboration than ever before. The success of cross-functional teams can make or break your initiatives. Bringing together different functional roles, this panel discussion will give you a real-world look at how to build relationships, gain alignment, and move your project forward against the odds.

Learning Outcomes
• Real-world examples of how alignment and collaboration can make or break digital initiatives

Moderator:

Wendy Snader Ellman, Senior Director of Digital Strategy – American Nursing Association

Panel:

Steve Lieber, Principal, Avisos Partners, President & CEO Emeritus, HIMSS

Renee Shonerd, Vice President, Association Strategy – CIMATRI

John Sullivan, CIO – American Chemical Society

Location:

Room #W414B

This Session is part of Workshop Track I

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Apr
16
10:55 AM10:55

“Association Leadership in the Digital Age... Understanding the Technological Forces That Will Shape Our Future”

Working from Kevin Kelly’s book (Co-founder, Wired Magazine), Understanding the 12 Technological Forces that will Shape our Future, our panel of association leaders will examine the key technological forces and the implications for associations and outline key questions that you should consider with your staff and volunteer leadership.

Download Materials:

Moderator:

Richard Yep, CAE, FASAE – American Counseling Association

Panel:

Raquel Tamez, CEO – Society of Hispanic Professional Engineers

Lou DiGioia, CAE, Past Executive Director – DECA

Joanna Pineda, CEO – Matrix Group International

Location:

Room #W414C

This Session is part of Workshop Track I


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Apr
16
10:55 AM10:55

"In the Age of the Customer, How Digital Marketing, Data Science, and AI Drives Value in Retention, Acquisition, and Engagement”

When it comes to moving people and making deliveries, few companies are more widely spread and more widely recognized than Uber. Uber is part of the logistics fabric of more than 700 cities around the world, and whether it's a ride, a sandwich, or a package, they use technology to give people what they want, when they want it.

Uber spends hundreds of millions of dollars in acquisition and retention, and we are constantly optimizing the allocation of these budgets and performing experimentation.

We use AI in creative ways to:
• Improve the signal on A\B experiments and have better reads and insights
• Advanced segmentation of customers by propensity to act, churn, open an email
• Cross sell predictions
• Create models of resurrection and reactivation
• Apply natural language to provide insights on content
• Advance loyalty programs

Learning Outcomes
• How to think and interpret predictive models
• What metrics we use to evaluate these models
• The tools and technologies we use
• Specific case studies in optimization, channel attribution

Presenter:

Mario Vinasco, Data Science and Optimization Manager – Uber

Location:

Room #W414D

This Session is part of Workshop Track I

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Apr
16
10:55 AM10:55

"Digital Transformation in Motion"

Session 1:

"AI-Mediated Education on Demand"

Presenter:

Tom Cooper, Executive Director – International Anesthesia Research Society

Session 2:

"Personalizing Knowledge…The Data Driven Member Factory"

Presenters:
Dave Jackson, CFO – American Counseling Association 
Rick Bawcum, CEO – CIMATRI

Location:

Room #W315A

This Session is part of Workshop Track I

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Apr
16
10:55 AM10:55

“Message Me: Is Broadcast Social Media the Future of Association Communications?”

Our members are busy. Association emails often get buried in their inbox and, sometimes, deleted. At one of our association's focus groups, our members told us they "don't want to scroll through an email for 30 seconds to find what interests them." Thirty seconds! That's all the attention they have to spare.

According to research, 66% of association executives say that cutting through the clutter is their top communications challenge.

What if we told you an innovative way to share resources, news, and information with members was well in hand – and free?

Enter Facebook Messenger. Facebook Messenger's broadcast capabilities allow associations to transform business communications and reach members in a way that's agile, scalable, innovative, engaging, and cost-effective.

Learning Outcomes
• What are Facebook Messenger broadcasts
• Why they work so well for associations
• What steps are necessary to implement a "chatblast" program
• What kinds of results to expect
• What are best practices and key learnings from one association's experiences

Presenter:
Chrissy Jones, Lead Manager – Association of International Certified Professional Accountants

Location:

Room #W315B

This Session is part of Workshop Track I

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