CLA’s National Association Conference

Event Detail
  • Date
  • September 22, 2022
  • Location
  • Chicago, IL
  • Hosting
  • Recommended CPE
  • 7 credits Available (1 credit Information Technology, 1 credit Personnel/Human Resources, 1 credit Economics, 1.5 credits Personal Development, 1 credit Taxes and .5 credit Accounting, 1 credit Specialized Knowledge)

We’re bringing together an exceptional lineup of speakers and topics for a full day of interactive learning sessions. This session is designed for financial and operations executives from associations and membership organizations across the country.


8 – 8:30 a.m. — Continental Breakfast

8:30 – 8:40 a.m. — Welcome

8:40 – 9:30 a.m. — Associations and Cybersecurity Resilience

Associations and Cybersecurity Resilience

  • 1 credit Information Technology

Are you and your organization cyber resilient? Join us as we discuss leading practices you and your organization can adopt to help anticipate, withstand, and recover from cyber threats and how to integrate cyber resiliency into your organization.

At the end of the session, you will be able to:

  • Describe how to assess your organization’s cyber resiliency
  • List the components of cyber resiliency
  • Summarize leading practices for preventing and withstanding cyberattacks

Mark Eich, CLA Principal


9:30 – 10:30 a.m. — Staffing Strategies and Workforce Planning in a Challenging Market

Staffing Strategies and Workforce Planning in a Challenging Market

  • 1 credit Personnel/Human Resources

With the last two years being shaped by workforce challenges (The Great Resignation, labor shortage), employers had to look at alternative staffing strategies. The association industry is not immune. During this discussion, association executives will discuss the strategies they've employed to combat these challenges, and what they've learned during the last two-plus years.

At the end of the session, you will be able to:

  • Describe the staffing challenges facing organizations
  • Recognize staffing solutions that can help alleviate staffing challenges
  • Identify leading practices and lessons learned from others in your field

Ben Aase, CLA Principal

Angela Schnepf, President and CEO; LeadingAge Illinois
Julie Dyer, COO; Friends of the Earth  

10:30 – 10:45 a.m. — Break

10:45 a.m. – 11:35 a.m. — What’s on the Horizon: Market and Economic Outlook

What’s on the Horizon: Market and Economic Outlook

  • 1 credit Economics

The market and economy are on everyone's minds. Join Chris Dhanraj, CLA’s Managing Principal of Investments, as he guides us through what the data is telling us, select industry insights, and the four key market themes for 2022 and beyond. He’ll also discuss the hot topic we’ve all been hearing about — ESG — and what it means for your investment portfolio.

At the end of the session, you will be able to:

  • Identify the key themes in macroeconomics data
  • Recognize how industries, along with private and public companies, are responding to the economic and market environment
  • Describe ESG and what it means for investment portfolios
  • Identify four market themes for 2022 and beyond

Chris Dhanraj, CLA Managing Principal of Investments


11:35 a.m. – 12:15 p.m. — Lunch

12:15 – 1:30 p.m. — Keynote Speaker: Emotional Intelligence: The Difference Maker

Keynote Speaker: Emotional Intelligence: The Difference Maker

  • 1.5 credits Personal Development

We are excited to have Denny Faurote as our keynote speaker! Denny is founder of The Faurote Group and a professional trainer, consultant, and executive coach.

If you could choose one area of focus to improve yourself and your organization knowing it would increase employee commitment and engagement, drive higher performance, improve retention, develop better leaders (to name a few), what would it be? If you’re like most people, you’re not sure. The answer is “emotional intelligence” (EI).

Unfortunately, most people are not aware of the significant role EI plays in differentiating individuals and organizations from their competitors.

“Emotional intelligence is so critical to success that it accounts for 60% of performance in all types of jobs.

In today’s environment one way to set yourself apart is by having a high “EQ,” which is a measure of your emotional intelligence. By enhancing your understanding of your own emotions and those of others and taking them into account when interacting, you can have a positive effect on relationships, business results, commitment, and teamwork.

This keynote highlights the connection between emotions and actions and helps identify ways to improve EQ and develop more productive relationships both professionally and personally.

  • Identify the concept of “EI” and lay the foundation for skill development
  • Identify and learn how to apply key emotional competencies for leadership and personal growth
  • Discuss activating events and the impact on physical, mental, and social wellbeing
  • Identify how to focus on decision-making and interpersonal composites, including strategic actions for improving “EI”

1:30 – 2:45 p.m. — A&A/Tax Updates

A&A/Tax Updates

  • 1 credit Taxes; .5 credit Accounting

CLA’s Tanya Hale and Sarah Hintz Stay will discuss recent changes in tax, accounting, and assurance — as well as IRS focus areas — and provide related guidance on potential impacts to your organization. They will talk through leading practices that can help your organization stay in line with complex standards and regulations.

At the end of the session, you will be able to:

  • Identify hot topics in tax, accounting, and auditing
  • Recognize updates and changes to leases, reference dates, employee retention credits, and gifts in kind
  • Recognize tax implications of nexus related to multistate and foreign hiring, state and local taxes, unrelated business income, and more.

Tanya Hale, CLA Director
Sarah Hintz, CLA Signing Director


2:45 – 3 p.m. — Break

3 – 4 p.m. — Making Lemonade: Innovative Ideas During Unprecedented Times

Making Lemonade: Innovative Ideas During Unprecedented Times

  • 1 credit Specialized Knowledge

During this panel, learn from three association executives who, during the pandemic, made major changes that will impact who they serve — and how — for years to come.

At the end of the session, you will be able to:

  • Identify how peers adjusted to pandemic-related challenges
  • Recognize alternative business models
  • Listen to stories and lessons learned from those in your field

Kelsey Vatsaas, CLA Managing Principal of Nonprofit Industry

Stephanie Mercado, Chief Executive Officer/Executive Director; National Association for Healthcare Quality
Robbie Thompson, CEO; Professional Liability Underwriting Society
Bob Moore, Executive Director; American College of Osteopathic Family Physicians

4 – 4:20 p.m. — Wrap Up and Takeaways

4:20 – 5:00 p.m. — Reception


National Association Conference fee is $250
Fee includes learning materials, continental breakfast, lunch, and reception.
Please register by Tuesday, September 20, 2022.

Recommended Hotels

Hyatt Place Chicago/Downtown-The Loop
Upscale hotel in the heart of Downtown Chicago I Hyatt Place Chicago/Downtown – The Loop

La Quinta Inn & Suites
La Quinta Inn & Suites by Wyndham Chicago Downtown | Chicago, IL Hotels (

For more information:
Beth Taylor
Events Senior

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