Full Conference Schedule
and Education Session Information

 

 
NEW! iLounge:
Visit our new i -Lounge this year! The lounge, located in the pre-function area, will offer:
  • Mini informational sessions (15 minutes)
  • Purposeful networking with peers
  • Setup of MyTSAE online account
Don’t miss this fun new feature at this year’s event – the iLounge will be the place to be!
 


Keynote Speakers

Stuart Diamond
Negotiation Expert, Professor at The Wharton Business School, and Pulitzer Prize Winning Author
Getting More: How to Negotiate to Achieve Your Goals in the Real World

Stuart's presentation comes just a week before the release of his new book and will explore how to negotiate to meet your goals in the real world, every day. His negotiation course has been the most popular course at the Wharton Business School for more than a dozen years.
 
William Taylor
Founding Editor of Fast Company and Co-author of Mavericks at Work
Practically Radical: Unleashing Big Change in Tough Times
Hard times can be a great time to separate yourself from the pack and build advantages for years to come—if you can summon the leadership nerve to take risks.  Using lessons from organizations that are masters at making change, Bill shows his audience how to shake up their industry, transform their organization and recharge themselves.
 
Turk Pipkin
Founder, The Nobelity Project
One Peace at a Time
                                              
What if you could ask a Nobel Laureate how they would solve the world’s problems?  Turk Pipkin has done just that.  Join Turk, actor, filmmaker, and humanitarian, on his inspiring journey for the Nobelity Project.  The Nobelity Project is an education and action non-profit organization that collaborates with Nobel laureates and other inspiring leaders to provide reliable information and innovative thinking on pressing global problems and solutions that work.  Turk will share insights from his interviews with the Nobel laureates and of the work the Nobelity Project’s international outreach . 
 


 
Sunday, September 19
General Session  1:30-3:00
Getting More: How to Negotiate to Achieve Your Goals in the Real World
Stuart Diamond
Negotiations are a part of life -- it is the basic process of human interaction. We don't have the option of sitting on the sidelines and letting others run over our careers and our lives. Learn how to achieve what you want using Stuart Diamond’s universally applicable negotiation advice. Diamond is a Pulitzer Prize winning author and professor at The Wharton Business School.
 
Breakout Session  3:20-4:35
Association 101 for Suppliers
Panel of experienced association executives
As a supplier, working the association industry is unique. This open discussion will provide insight into the decision making process, governance structure, vendor relationships and challenges that come with association management. You will leave with an increased understanding of what associations really are and know how to better relate with your association clients.

Six Ways to Boost Your Leadership IQ
Eve Becker-Doyle, CAE, Executive Director, National Athletic Trainers Association
Leadership isn’t complicated; you don’t have to be a CEO or even a CAE to be a good leader. It’s simply a matter of having good communication and people skills. In this presentation, you’ll learn six common sense tips anyone can use to become a more effective leader. After the presentation, share leadership challenges as the audience brainstorms solutions using the six precepts presented.
 
Create and Promote and Indispensable Brand
Bill Jerome, Founder & Chief Brand Strategist, CrossRoads Strategies
Want to identify what is unique about your association and leverage it into a brand that excites your members, sponsors and the media? Learn from a case study of one of America’s premier associations that was struggling with its identity and brand and see how they shifted their approach. You’ll walk away understanding that a brand is not logos, communication formats or style – it is the strategic experience you plan for each member to enjoy.
 
Building an Online Community
Sterling Raphael, President & CEO, NFi Studios
Whether you’re ready or not, more of your members are going online. In this case study on implementing an online community, you’ll explore not only the process of developing a community for members, but more importantly the goals of measuring success through expanding membership, increasing value and creating sponsor benefits. Walk through the challenges of implementing a community and learn how you can overcome them.
 
40  Ways to Get members to Respond
Sheri Jacobs, CAE, President & Chief Strategist, Avenue M Group, LLC
An adman once said, "People don't read ads. They read what interests them, and sometimes that happens to be an ad." In this interactive seminar, you’ll learn how to write effective, attention-grabbing marketing copy to sell membership, meetings or other association products. Whether you need to make small or big changes to your marketing, you'll learn to write words that connect with members and customers on both an emotional and logical level.
 
Up Close & Personal with Stuart Diamond 
Stuart Diamond
Following the Opening Session, continue the conversation on “getting more” with negations expert Stuart Diamond in a smaller, more personal environment. Recommended for CEOs and top-level management.
 
New Member Reception  5:30 - 6:15
New Member Reception (Invitation Only)


"Main Street" Opening Night Party Hosted by Dallas CVB  6:30 - 8:30
Iron Cactus & Pegasus Plaza

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Monday, September 20
 
CAE Breakfast  7:30 - 8:45
CAE Breakfast (Invitation Only) 
 

Continental Breakfast  8:15 - 8:45

 


General Session 9:00 - 10:15

“Practically Radical: Unleashing Big Change in Tough Times” 
Bill Taylor
Hard times can present a great opportunity to separate yourself from the pack and build advantages for years to come—if you can summon the leadership nerve to take risks.  Using lessons from organizations that are masters at making change, Bill Taylor shows his audience how to shake up their industry, transform their organization and recharge themselves by being “practically radical.”


Breakout Sessions  10:35 - 11:50
Free & Low Cost Tools You Can’t Live Without 
Beth Ziesenis, Owner, Avenue Z Writing Solutions
Get ready for an entertaining, lightning-fast tour of tools, gadgets and services you never thought you could afford! Discover secret sources to make your marketing better than ever, Keep up to date with new Web 2.0 technologies that make your life easier, and Learn new tools to keep you connected with the office. Identify your “fave five” during the session and leave with the full list to share with your colleagues.

Leadership:  The Seven Freedoms of Empowerment and Innovation 
Bill Jerome, Founder & Chief Brand Strategist, CrossRoads Strategies 
Want a staff that takes the initiative and focuses on “what really matters”?  It takes leadership that creates a culture of commitment, encouragement and courage.  These can be viewed through how well your association provides the freedom to pursue the ultimate in value for your members. In this session, you’ll examine the 7 freedoms that empower innovation, excellence and passion.  The result is greater service, enhanced team work and greater employee engagement.

Strategic Volunteer Engagement
Sarah Jane Rehnborg, Ph.D., Lecturer and Associate Director for Planning and Development,
RGK Center for Philanthropy and Community Service 
As association professionals, we all face challenges in managing and engaging our volunteers. In this session you’ll explore a framework that captures the complexity of today's volunteer members and examines ways to facilitate involvement that builds upon varying time commitments and motivations to serve. Join attendees in brainstorming new ways to engage volunteers and consider approaches to build a foundation of new volunteers to augment the work of more experienced members.

Form 990: Bottom Line Facts Every Association Should Know 
Pete Allman, CPA, CFE, Allman & Associates
Ursula Jimenez, CAE, Senior Vice President Finance & Administration, Independent Bankers Association of Texas
Ronney Reynolds, CPA, President, Reynolds & Franke, P.C.

Learn from experienced CPAs whose firms prepare tax returns and perform audits on more than 100 associations throughout Texas. Their combined 50 years of knowledge and experience are at your service as they get down to the bare bones of the Form 990 changes, how it effects your audit and what you need to do to be compliant. You’ll leave knowing how to avoid the common mistakes associations make.
 
Successful Interviewing Strategies 
Debra S. Squyres, SPHR, Director, Human Capital Consulting, TriNet
Hiring mistakes can be both costly and disruptive to your organization.  Learn how to incorporate three hiring best practices to ensure that both your newly recruited talent and organization will succeed. You'll discover practical ways to implement behavior-based interviewing, effectively assess candidates and successfully check references.

Up Close & Personal: Practically Radical
William Taylor 
Take Bill Taylor’s “Practically Radical” ideas one step further in a sma;;-group environment with this “Up Close & Personal” session. Recommended for CEOs and top-level management.

 

Awards Luncheon 12:00 p.m. - 1:30 p.m.



Breakout Session  1:35 p.m. - 3:00 p.m.
Best Practices for Negotiating Meeting Contracts in the Current Economy
Lisa Hix, Associate, Venable LLP 

Meeting planners constantly feel pressure to negotiate the best terms, but how can you ensure you are getting a fair deal? After an overview of negotiating and managing hotel contracts in the current economic environment, explore best practices in areas such as performing a "viability audit" on existing contracts, guidelines for those who aren't able to meet existing obligations and a negotiation framework for new agreements.
 
Evaluating & Restructuring Your Membership Dues 
Sheri Jacobs, CAE, President & Chief Strategist Avenue M Group, LLC
Every few years someone in an association’s leadership or on staff asks, “Should we change our dues structure?” This question leads to more questions than answers. What about the current dues structure worked? What was outdated? How would an expansion change our current networking dynamic? Go through the process for evaluating and implementing a dues restructuring program that is reflective of the needs of your members and explore case studies from associations that have undergone small and large changes.
 
Authenticity in a Digital Age
Jamie Notter, Vice President for Organizational Effectiveness, Management Solutions Plus 
Jumping on the social media bandwagon has important implications for the way you run your organization, and even for the way you operate as an individual, as expectations around “authenticity” are changing. Explore how the decentralized nature of social media affects how we manage brands (including our personal brands), set strategy, and build cultures that thrive in today’s environment.
 
Getting Members to Open Your Emails 
Beth Ziesenis, Owner, Avenue Z Writing Solutions
Ever get the feeling no one’s listening? Do you send out thousands of emails and only hear from a handful of recipients? Learn the principles behind creating emails and newsletters that your recipients will actually read. Discover the key to writing great subject lines, enticing recipients to click through and measuring the effectiveness of your correspondence. You’ll learn from real-life examples of the good, the bad and the ugliest newsletters.
 
Membership Benchmarking to Help Your Membership Grow 
Erik Schonher, Vice President, Marketing General, Inc. 
Marketing General’s 2nd Annual Membership Benchmarking Study provides key insights into what offers and channels are most effective for associations regarding member recruitment, retention and growth. This presentation will delve into what was discovered after speaking with over 400 association leaders and help you understand what channels work best, what offers are most effective, how high renewal groups get new members and what lapsed member practices correlate with membership growth.
 
Sponsor Benefits: Beyond Tickets and Trash 
Ann Ranson 
Do your sponsorship packages look like everyone else’s? Are you offering the same benefits every year?  It’s time to be innovative and offer sponsors something different. They’re tired of being given the same old stuff. They want meaningful ways to engage with your members. They want you to be their strategic partner. Join this interactive session and walk away knowing what to really include in highly effective sponsorship packages.
 
 
 
Experiences (Choose one)  3:30 – 5:45
Arts District Tour  FULL
See the largest contiguous urban arts district in the nation and visit the Winspear Opera House and Wylie Theater, two of the most acoustically superior and architecturally significant performance venues in the country. 
 
Dallas Zoo  
Visit the Dallas Zoo’s new exhibit - Giants of the Savanna!  Experience the 11 acres on a safari as you learn about giraffes, elephants, lions, cheetahs and many other African species.
 
Fair Park Tour  
Step back in time and explore the 120 plus year history of the State Fair of Texas and Fair Park. Recognized as National Historic Landmark, Fair Park is home to the largest collection of 1930’s Art Deco Exhibition style buildings.
 
Sixth Floor Museum FULL
Tour the Sixth Floor Museum located in the historic building known in 1963 as the Texas School Book Depository. The venue combines the atmosphere of an early 20th century warehouse with exhibits examining President John F. Kennedy.
 
Stainless Steel Chef™  FULL
Competition  Engage in a tasteful battle of culinary skill with a competitive cooking class. “Want-to-be” chefs will divide into teams that will be challenged to turn a selection of everyday ingredients into an extraordinary appetizer, entrée, or dessert.
 
Volunteer Opportunity: North Texas Food Bank  
Take time to give back to the Dallas community with a "hands on" volunteer project while spending time with conference attendees. Help sort and box donated items for school children and families served by the North Texas Food Bank.


Dinner Hosted by the Hyatt Regency at Reunion 7:00 - 10:00



Tuesday, September 21


Breakfast  8:00 - 8:45


Breakout Sessions  9:00 - 10:15
Ethics in Client/Supplier Relationships – What’s to be Expected? 
Panel 
Does your organization have ethical guidelines, policies or practices for vendor/client relationships? Has it been discussed by your staff what is “acceptable” when it comes to gifts, dinners, trips and more? Listen to experienced suppliers and association executives discuss the intricacies of these business relationships in an interactive and honest presentation that explores when to say “no,” when to say “yes,” and how to confront “sticky” situations that suppliers and associations may face.
 
7 Tips for Conflict Resolution  
Jamie Notter, Vice President for Organizational Effectiveness, Management Solutions Plus 
When it comes to a disagreement, the problem isn’t conflict—the problem is how we deal with it. Our typical strategies of avoidance and indirect attempts tend to make matters worse. Walk out with seven concrete tips you can use to work through a wide range of conflict situations before they get too difficult, no matter situation you may find yourself in.
 
Legal Aspects of Social Networking and Online Media Platforms 
Lisa Hix, Associate, Venable LLP 
Are you aware of the legal issues that can arise for associations when using Web 2.0 applications, including social media, blogs, video postings and virtual trade shows? Learn how associations can advance their mission and protect themselves from liability by drafting clear employee and member guidelines. While this is a complex and still-developing area of the law, it’s critical for organizations to understand the basics to avoid costly (and sometimes easily-avoidable) mistakes.
 
Effective Mobil Marketing Strategies
Andy Steggles, COO & Social Strategist, Higher Logic
If 2009 was the year of social media, 2010 is the year of mobile. Hear how associations are leveraging “mobile” and how it should be a key component of your overall marketing strategies. Explore the basics of mobile web, the difference between mobile web pages and mobile apps and where business opportunities are. Additionally, learn about emerging mobile trends and how to take advantage of the low hanging fruit to expand member benefits, satisfaction and ultimately improve retention.
 
Uncurb Your Enthusiasm: Innovative Leadership Techniques to Boost Profits, Efficiency and Morale
Clint Greenleaf, CEO, Greenleaf Book Group
Imagine successfully leading an “outside the box” organization where innovation is a part of a long-term success plan. Hear how companies and organizations can build scalable systems that put a process behind innovation. Using well-defined frameworks for executing on ideas, you’ll leave knowing how to stay ahead of the curve without losing sight of the day-to-day business.


General Session  10:20 - 11:35
One Peace at a Time 
Turk Pipkin, Founder, The Nobility Project 
What if you could ask a Nobel Laureate how they would solve the world’s problems?  Turk Pipkin has done just that.  Join Turk, actor, filmmaker, and humanitarian, on his inspiring journey for the Nobelity Project.  The Nobelity Project is an education and action non-profit organization that collaborates with Nobel laureates and other inspiring leaders to provide reliable information and innovative thinking on pressing global problems and solutions that work.  Turk will share insights from his interviews with the Nobel laureates and of the work the Nobelity Project’s international outreach . 

 

 
 
 

 


Texas Society of Association Executives
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