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the premier summit for association leaders

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CIMATRI’s mission is to “Deliver Strategic Digital Solutions for Associations”.  Our consultants are experts in digital transformation for the non-profit sector. The CIMATRI team has decades of experience selecting, implementing and operating enterprise solutions.

In addition to our technology expertise, you will be assisted by experts with academic and professional experience in Association Management, Data Governance, Culture and Communications, Learning Management, Finance, Human Resources, Business Administration and Public Policy.

Here is how we measure up for your digital transformation project needs:

• Independent from technology vendors / solution providers

• Experience with non-profit organizations from $2.5M - $250M revenue / 25-250 employees

• Experience with complex organizations (remote workforce, outsourced functions, vendor relationships, multiple application systems)

• Extensive experience managing change working in concert with our clients

• Academic and Professional certifications in association management, culture and  communications, information security, lean process, and project management

• Decades of experience building and operating high-performance enterprise solutions

• Intense focus on the association industry

• Our consultants average 20+ years of experience

Association-specific Services


• Technology Assessments

• Strategic Planning and Continuous Innovation

• Information Security Audits

• Service Design / Customer Journey Mapping

• Data Governance / Analytics / Data Warehouse

• IT Operations

• Project Management

• Learning Management / Certifications

• Membership Strategy

Professional Memberships:

• American Society of Association Executives (

• Association Forum (

• Society for Information Managers (

• Project Management Institute (

• Certified Lean Stack Consultants (


Rick Bawcum, CEO / Founder

571-249-2719 x700


Got Chapters? Billhighway solves inherent operational and data complexities that impact component-based associations. We unify data systems, simplify administrative processes and empower staff and volunteers, so you can focus more time and energy on your mission.


Mark Prevost, Director of Growth

(248) 925-4013



Increasing Lifelong Learning in Our Ever-changing World

Technology continues to radically change how we consume information, yet when it comes to learning programs, many have stayed strikingly static. By simply aligning with the modern learner and adjusting its approach, ASCM is now leveraging BenchPrep to offer courses that facilitate lifelong learning, drive higher user engagement, and yield better results. In this session, ASCM will demonstrate how they've upgraded their learning program with a modern approach that caters to how users are more accustomed to learning.  

Key Session Takeaways:

• How to properly align your business with the latest trends in online learning

• How to structure a program that encourages consistent remediation

• Tailoring modules and lessons to a microlearning pedagogy to increase engagement and knowledge retention


Briana Manrique

Marketing Coordinator


Dynamic Benchmarking

Dynamic Benchmarking has developed a web-based benchmarking platform that makes it easy to deliver business intelligence and insight to your members while gaining invaluable industry data. Our customers range from small professional associations to large trade associations.

Dynamic Benchmarking allows associations to:

• Streamline the benchmarking process with a tool that simplifies data collection, and automates analysis and sharing of results.

• Use the collected data for advocacy, education and other program development

• Create member value with a tool which builds engagement and loyalty

With Dynamic Benchmarking’s platform, your organization can provide members with a state-of-the art solution that turns raw data into usable business intelligence. Our custom-tailored, web-based platforms change the way individuals and organizations assess their performance and make decisions. We provide the tools that tap into the “wisdom of the crowd” by collecting and aggregating user-supplied information. The end result is an easy to use, and interactive benchmarking solution that delivers relevant and actionable peer comparisons to its users and aggregated industry information for our clients.

With our exclusive focus on association benchmarking, we offer a platform that is uniquely configured for each client, but does not require the expense, time and aggravation of custom software development. Our turn-key solution includes consulting on question and KPI development, hosting the platform and providing on-going support for all of your benchmarking and technology needs. We simplify the creation and deployment of your benchmarking study and help relieve IT and support burdens. Our easy-to-use solution means greater participation which results in better, more meaningful data.

Whether you have an existing survey or are launching a new member initiative, our experienced team of project managers and developers will work with you to build a comprehensive and user friendly platform which will deliver actionable data for both the users and the sponsoring organization.

Join the dozens of national organizations such as the American Institute of CPAs, the Association for the Advancement of Medical Instrumentation, the National Association of Mutual Insurance Companies and the many others that count on Dynamic Benchmarking to give their members the insight and information they rely on."


Lisa Vivinetto, Co-founder and Chief Marketing Officer

(603) 490-5823



CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 6,100 people, 120 U.S. locations, and a global affiliation, we promise to know you and help you. For more information visit Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.


Thomas Nordby, Principal

(571) 227-9523


WBT Systems

WBT Systems develops the industry-leading TopClass LMS, named Best Continuing Education & Association Learning System 2019 by independent analysts Talented Learning. TopClass LMS is purpose-built for associations that provide education or certification programs. Deliver a connected and personalized experience for learners in a powerful, flexible platform with a single point of support for integration with other systems. Our focus is to support associations in using learning technology to help drive growth in membership, increase revenues, and enhance the learning experience.


Michelle Brien, Vice President, Marketing & Product Strategy

(603) 654-3500


Progress Sitefinity

Whether you’re a marketer, developer or IT administrator,  Progress Sitefinity can help you keep your promises and meet deadlines, all while delivering improved performance and user engagement. Sitefinity is web content management platform that empowers developers, marketers, and IT managers to work more effectively and grow their business.


Susan Koutalakis, Marketing Manager, a leading web design, development and hosting company, is based in Des Plaines, Illinois. employs 400+ professionals and builds digital solutions for associations of all types/sizes. Whether a trade association, professional society, or nonprofit, understands that your website must grow membership and communicate effectively with existing members. We’ve helped hundreds of associations including ADA, American Payroll Association, AMA, BAI, and many others.


Alice Skiba, Tradeshow Manager

(847) 699-0300


PA Consulting

PA is an innovation and transformation consultancy, we believe in the power of ingenuity to build a positive human future in a technology-driven world.

As strategies, technologies and innovation collide, we turn complexity into opportunity.

Our diverse teams of experts combine innovative thinking and breakthrough technologies to progress further, faster. Our clients adapt and transform, and together we achieve enduring results.

We are over 2,600 specialists in consumer, defense and security, energy and utilities, financial services, government, healthcare, life sciences, manufacturing, and transport, travel and logistics. And we operate globally from offices across the Americas, Europe, the Nordics and the Gulf.

PA. Bringing Ingenuity to Life.


Jessica Rothenberg, Marketing Manager

(212) 973-5929


Community Brands

Community Brands is the leading provider of cloud-based association software. Through innovation and technology, the company empowers more than 100,000 clients and partners to succeed faster, grow stronger and achieve social good. Associations adopt Community Brands solutions to manage memberships with netFORUM and Nimble AMS, career centers with YM Careers, and learning with Freestone and Crowd Wisdom LMS.


Julie Lenox

DelCor Technology Solutions


DelCor is a premier provider of strategic technology consulting, hosting, and managed services for mission-driven organizations. Our wide-ranging IT services are designed around you—to advance your mission, vision, and business goals. Founded in 1984 by CEO Loretta Monterastelli DeLuca, FASAE, DelCor is headquartered in Silver Spring, Maryland, with operations in Chicago and clients worldwide. Our enduring commitment to associations has garnered prestige for Loretta and our team—including ASAE’s Academy of Leaders and TRENDS Partner of the Year—and is why we continue to advance association technology through efforts such as Association Forum’s SmartTech Conference and ASAE Foundation’s Technology Success and Readiness Study.


Mission-driven organizations readily embrace your ‘why.’ We aim to help you realize your goals through our unique technology approach based on a commitment exclusively to mission-driven organizations. Our longevity is representative of our commitment to this community—it even extends to the impact we strive to make in our local community. Our clients include trade associations, professional societies, foundations, unions, and nonprofits—organizations working on behalf of causes that matter. While DC is a hub of activity, DelCor serves organizations coast to coast and even around the globe.


Technology is misunderstood in many organizations. Seen only as a tool, a cost center, or a disruptor, its potential—and the potential of the organization—is limited. With the strategic and integrated approach to technology that our IT Maturity Model provides, your organization, members, and constituents benefit from technology that’s aligned with your mission. Our IT Maturity Model is based on decades of working with associations and nonprofits on hundreds of technology projects. It guides our approach to helping you achieve your mission, vision, and business goals and served as the basis for ASAE Foundation’s Technology Success and Readiness Study.


Our commitment to your success, spearheaded by a well-heeled team of consultants in all areas of technology management, runs deeper than any single project.

DelCor consultants are experts in:

• custom technology assessments

• online strategy and digital transformation

• mission-critical software selection

• complex technology project management

• CIO services and staffing

• managed IT services

• cloud migration and hosting

• cybersecurity safeguards

We offer a proactive, strategic approach to technology management, but we’re also here to talk through your questions, problems, and ideas.


Our approach is informed by hundreds of engagements with associations and nonprofits, but we focus specifically on what’s unique about your organization to provide personalized support, develop a technology strategy that advances your mission, and recommend solutions that best match your needs. Our clients deeply value our technical expertise and knowledge about vendors—their products, integrations, history, plans for growth, and ability to support you. Most importantly, DelCor has no vested interest in any external product or vendor, so you get candid advice focused entirely on your success. Our recommendations are based on a true understanding of technology through application, rather than theory alone.


When you entrust your IT strategies and solutions to partners, you want someone who understands your operations and culture. We get it, because our team have 200 years of collective experience as association executives themselves. Naturally, you expect well-honed technical chops, too. Our consultants are the heart of DelCor, and we are constantly learning and listening to keep our skills sharp. DelCor staff have earned numerous certifications and accolades including CAE, CCSA, CompTIA, ITIL, MCSE, and PMP—each one representative of the drive and knowledge we bring to our clients and the association community. With DelCor working for you, you benefit from unparalleled expertise and experience.


8380 Colesville Rd #550 Silver Spring, MD 20910

(240) 821-1762


Results Direct

Proud provider of the digitalNow app

Digital Experience Agency | Web + Mobile Solutions

Results Direct is a leading digital experience agency and web and mobile solutions firm based in Alexandria, VA (metro Washington, DC). For 20+ years, Results Direct has guided the nation’s top associations in crafting and implementing results-driven digital strategies including:

• Responsive Design

• Mobile Apps

• Content Management

• Systems Integration

Results Direct’s philosophy is "Even Better Together," and we live this every day by partnering with:

• 200+ global web and mobile customers

• Leading technology companies

• Event managers in more than 20 countries


101 N. Columbus St, STE 300 Alexandria, Virginia


Aidan Augustin is the co-founder and president of Feathr, a software company building digital marketing tools specifically tailored for associations and event organizers. Over 250 associations and 1,000 conferences and exhibitions use Feathr to grow attendance, memberships and sponsorships. Aidan oversees the Sales, Marketing and Customer Success functions of Feathr and spearheads industry engagement. He is an active member of both ASAE and IAEE and speaks at numerous industry events each year.


(352) 519-3997

ACGI Software

ACGI Software develops and delivers cloud-based software for associations, credentialing organizations and association management companies. The company’s Association Anywhere® association management system (AMS) and Certelligence™ credentialing management system are built on a secure, enterprise-class database platform. Highly configurable and extensible through integrations with web, mobile, and back-office applications, ACGI has significant industry expertise gained from 20+ years of working with some of the nation’s best-known associations, credentialing organizations and AMCs. Learn more by visiting


(866) 669-2244

Sponsor of the Leaders of Distinction Program


Association Analytics

Association Analytics (A2) provides products, services, tools, and educational materials developed with the association professional in mind. Our exclusive focus is on helping associations make better, more confident decisions with a 360˚ view of their members. Decisions that enhance customer experience, optimize processes, drive organizational strategy, and increase revenue.


Devon Hess, Marketing Manager

(703) 828-8680

Sponsor of the Digital Strategy Keynote on Day II


Fonteva, a Salesforce Premier Partner and the number one ISV, is committed to bringing the power of Salesforce to associations and membership-based organizations. The Fonteva platform for Associations delivers all the functionality expected of a typical Association Management System (AMS), with the ease-of-use and analytics of the world’s #1 CRM, and much more. Engineered specifically for the needs of membership based organizations, Fonteva for Associations makes it easy to manage events, measure engagement, develop  and nurture relationships, and drive collaboration. Combined with access to thousands of additional tools available on the Salesforce App-Exchange nearly every task related to delivering your mission can be supported by the Fonteva Platform.



4420 North Fairfax Drive Suite 500 Arlington, VA 22203

Proud sponsors of the Day III Leadership Lab Program


Higher Learning Technologies, Inc. (HLT)

Higher Learning Technologies, Inc. (HLT) is an industry-leading mobile learning company. With significant capital investment, we have developed a robust and scalable platform to develop, deploy, and support multi-platform mobile apps focused on test preparation and mobile learning (mLearning). By multi-platform, we mean that our apps can be installed and used natively on any iOS or Android device, or through any web browser from a PC or tablet. Users can install our products on multiple devices and have their progress dynamically synchronized across all to study anytime, anywhere in the medium of their choice.

HLT was founded in 2012 by Alec Whitters, at that time a dental student at the University of Iowa. Frustrated by being required to use thousands of cumbersome paper flashcards to study for the dental boards, Alec tried to work with educational publishers to instead deliver this content using mobile technology. When he couldn’t get others to develop an effective mLearning solution, he decided to create it himself, and HLT was formed.

HLT’s initial success was in the health sciences market, with our flagship products focused on the nursing licensure exam and the dental boards. Today, more than 80% of nursing and dental students in the United States download and use our products. Our social media communities in these markets include more than 700,000 followers, our social media reaches more than 2 million people per day, and our individual campaigns have reached as many as 40 million people. We leverage these social media communities to refine and improve our products and to conceptualize new products. We apply direct input and engagement from our learning communities to help meet the future needs of our customers. As a result, HLT now has more than twenty mobile apps that support nursing students and practicing nurses in all phases of their career, and six mobile apps that support dental students and professionals. Our process is scalable and has been applied to other market verticals, such as medical, financial and business services, transportation, real estate, and others. To date, HLT products have been installed by more than 10 million users.

Over the past year, HLT has spent significant time and effort expanding our platform to effectively deliver instructional content, reference materials, and continuing education. Working with some of the nation’s leading credentialing bodies, we have also developed a platform for to deliver longitudinal assessments for use in maintenance of certification. While this platform positions us to work with other associations to leverage this technology, the process we developed to work with association leaders, key stakeholders, and members to conceptualize, adapt, and implement the recertification process is our ‘secret sauce’. We look forward to meeting with other organizations who seek to raise the level of engagement with their members through the use of mLearning technology.


2500 Crosspark Rd, Coralville, IA 52241, USA

Proud sponsors of the digitalNow NeXT sessions


Knowledge Is Power, Time Is Precious

The professionals you serve need to stay current with a rapidly evolving body of knowledge to be the best at what they do. SelfStudy's AI-powered cloud platform, SelfStudy360, ensures they have exactly what they need to know when they need to know it, without having to spend time and effort searching for it.

Level Up with Machine Learning

SelfStudy360’s adaptive machine learning takes the burden off staying current by continually assessing individual knowledge and matching your content in real time to specific needs and interests. Users just browse a personalized feed on their preferred device, wherever and whenever they have a free moment.

Like GPS navigation that gets them where they’re going faster, SelfStudy360 dynamically adjusts based on individual and community interactions to bridge personal knowledge gaps on a guided path to ongoing professional excellence.

Personalized Discovery

Professionals no longer have to find the knowledge they need. Now, the knowledge finds them.

SelfStudy360 works just like Google, Facebook, and Amazon. It takes your past, present, and future content in all formats (print, video, podcasts, etc.) and puts the most relevant pieces in a personalized feed, based on preferences and individual and community interactions.

It’s ready for phone, tablet, laptop, or desktop, and it’s exactly what people have come to expect from their online services.

Personalized Learning

Technology continues to change the way we learn, but personalization remains king.

Massive Open Online Courses and peer-to- peer sharing have moved education beyond the classroom and changed the roles of educators. What’s missing is dynamic instruction tailored to individual learners’ needs.

SelfStudy360 keeps each learner on a personalized path that prevents time-consuming detours. It's the first learning optimization system for professionals that continuously assesses and adapts to an individual’s current knowledge to fill gaps and accelerate mastery and retention of mission-critical information.

Best of all, it’s effective with just a few minutes per session - whenever and wherever convenient.

Continuous Assessment for Certification

You can easily create your own certification programs (from badging to high-stakes longitudinal assessment) to certify users’ proficiency in specific areas of their profession.

Join the move to continuous assessment with SelfStudy360’s engine that accurately measures knowledge over time to eliminate cramming and increase learning and retention.

Generate convenient and effective test prep programs for third-party exams, or offer traditional exams for people to take wherever they are, whenever they’re ready.

Either way, SelfStudy360’s continuous assessment lets you accurately measure knowledge against any industry or in-house standard.

Personalized Training

Simply sitting through a course or seminar doesn’t automatically translate to success. SelfStudy360 provides cost - and time - efficient competency-based training, not calendar-based training, to help ensure comprehension and retention.

A dashboard for program directors has easy-to-use tools for continuously and accurately assessing learners’ knowledge against any standard. Program directors can identify those who are having trouble or need more or slightly modified support, and they’ll know with confidence when learners have achieved competency.

SelfStudy360 also provides meaningful feedback on how your content and curriculum are performing to help you improve both. Plus, credit tracking and reporting makes it easy for you to report credits your users earn to relevant institutions.

Simple Publishing Tools

SelfStudy360 gives you total control. It fully automates migration of all your archived and current content, and our Curator content management system gives you the freedom to make updates and push new content whenever you want. Directly, with no intermediaries.




Naylor is Dedicated to Building Stronger Associations
Since 1969, Naylor has helped build strong trade and professional associations by delivering a combination of member engagement and revenue-generating solutions. We offer an array of solutions, including state-of-the-art content strategy and development, social media management, print and digital media, communication surveys, video, full service event management, advertising, sponsorships and exhibit sales, career centers, online learning, association management services and association management software (AMS). Our expertise and breadth of services help us see opportunities others miss. With unmatched insights, industry best practices and integrated solutions, Naylor helps associations succeed in ways they never imagined.

Our core operating values, paired with our desire to serve as an extension of your staff, sets us apart from other companies and fuels our passion to help associations achieve more.

Naylor Association Solutions 1430 Spring Hill Road, 6th Floor McLean, VA 22102
(800) 369-6220