Fifth Annual National Association Conference

Connect Collaborate Innovate
  • 9/19/2018
  • Chicago, IL
  • Hosting Speaking

Our fifth annual National Association Conference pulled together an exception lineup of speakers and topics that provided the opportunity to Connect, Collaborate, and Innovate!

This conference brought together financial executives from associations and membership organizations from around the country for a full day opportunity to learn, share, and shape issues that are most relevant to you.


8:15 – 8:45 a.m. Continental breakfast

8:45 – 9 a.m. Opening remarks

9 – 10:15 a.m.
Maximum Engagement: Moving Members, Donors, and Customers to Ever-increasing Levels of Participation

C. David Gammel, FASAE, CAE, Executive Director of the Entomological Society of America (ESA)

Savvy association leaders understand they must diversify, deepen, and broaden their relationships with members, customers, and donors. Gammel will discuss the relationship between time, money, and value, and how better understanding this relationship can reduce risks and lead to more engaged and value-producing relationships. Gammel will share a self-assessment to determine where your organization may be in terms of engaging its followers and will suggest engagement ideas to help take these relationships to the next level. Gammel is a long-time executive and consultant in the association industry, and author of the books Maximum Engagement: Moving Members, Donors, and Customers to Ever-Increasing Levels of Participation (2011) and Online and On Mission: Practical Web Strategy for Breakthrough Results. (2009).

CPE: 1.5 credits Finance.

Presentation: Maximize Engagement

10:15 – 10:25 a.m. Break

10:25 – 11:15 a.m.
Tax Reform and Sales Tax Nexus: Implications for Membership Organizations

David Trimner, CLA

The scope and scale of the 2017 Tax Act is so great that the IRS continues issuing new guidance for taxpayers in virtually every industry, including tax-exempt organizations. This session will discuss the potential impact of the law on associations and membership organizations, and clarify some of the key issues in this new financial landscape.

CPE: 1 credit Taxes.

Presentation:Tax Reform and Sales Tax Nexus 

11:15 a.m. – 12:05 p.m.
Finance Function Dysfunction: Assessing and Improving Your Financial Operations

Kelsey Vatsaas, CLA

Turnover. Questionable internal controls. Bad data. Slow and manual processes. Scads of Excel schedules. Late financials, or none at all. Any of these sound familiar? Often these pain points are really symptoms of deeper challenges within an organization’s finance function. In this case-study based session, learn about a holistic approach you can take to assess the processes, controls, systems, and structure your finance function uses to operate, and how to develop a road-map to get you from today’s challenges to the high-performing finance function of your future.

CPE: 1 credit Finance.

Presentation: Finance Function Dysfunction

12:05 – 1 p.m. Lunch

1 – 2:15 p.m.
Values Based Leadership: Building a World-Class Organization

Harry Kraemer, Author, Professor, and Executive Partner at Madison Dearborn Partners

In a dynamic session that draws on his global experience as the chairman and CEO of Baxter International, Harry Kraemer will discuss the importance of self-reflection, balance, true self-confidence, and genuine humility in the actions and decisions we make as leaders. Kraemer is a clinical professor at Northwestern University’s Kellogg School of Management and an executive partner with Madison Dearborn Partners, a private equity firm. He was named the 2008 Kellogg School Professor of the Year, and is the author of two bestselling leadership books, including Becoming the Best: Build a World-Class Organization Through Values-Based Leadership.

CPE: 1.5 credits Personal Development.

2:15 – 3:05 p.m.
Future Staffing Models and the Bottom Line on Talent

Allison Summers, Executive Director and Chief Staff Executive for Zonta International

Even in the day and age of analytics, algorithms, automation, and artificial intelligence, businesses need smart people. But the game of attraction and retention isn’t what it used to be. The models of direct employees have shifted to outsourced services, contractors, and the rise of the contingent workforce. So how does an association successfully prepare and compete for the right talent and see longevity in these people relationships? This session will open a discussion on future staffing models, if they work, and if your organization is prepared to change.

CPE: 1 credit Personnel/Human Resource.

Presentation: Future Staffing Models 

3:05 – 3:20 p.m. Break

3:20 – 4:10 p.m.
Audit and Accounting Revenue Recognition Update

Cathy Clarke, CLA Chief Assurance Officer, member of the AICPA Not-For-Profit Entities Revenue Recognition Task Force, member of the FASB Not-For-Profit Advisory Council, and former chair of the AICPA Not-For-Profit Expert Panel

ASU 2014-09 – Revenue from Contracts with Customers (Topic 606) impacts association revenue streams such as dues, sponsorships, meetings, publications, certification and credentialing. Combined with newly released ASU 2018-08 – Not-For-Profit Entities (Topic 958): Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made, associations and their related foundations have their hands full as they budget for 2019 and prepare for implementation. This session will break it down, make it real, and provide association-specific examples combined with a detailed implementation methodology

CPE: 1 credit Accounting.

Presentation: Audit and Accounting Revenue Recognition 

4:10 – 5 p.m.
Cybercrime Trends: A State of the Union

David Anderson, CLA

Organized crime has created “business models” to facilitate cybercrime as a growth industry. Everyone is a target because of the interconnectedness of today’s technology and modern business infrastructures. Any organization that stores personally identifiable information (PII), or financial information on a network, or conducts online cash management, is a potential target. This session will describe the threat landscape, discuss regulatory efforts to address the threat, and provide insight on how associations can minimize risk.

CPE: 1 credit Information Technology.

Presentation: Cybercrime Trends 

5 – 6 p.m. Cocktail Reception


The Conference Center
111 South Wacker Drive
Chicago, Illinois 60606


Group room rates are available before August 16, 2018, at the nearby Residence Inn Chicago Downtown/Loop at 11 South LaSalle Street.
Reservations may be made by calling 800-228-9290.


Early bird rate through July 20, 2018, is $175.
After July 20, 2018, fee is $225.
Fee includes learning materials, continental breakfast, and lunch.


Up to 8 credits of CPE are offered.

As a CAE Approved Provider educational program (related to the CAE exam content outline), this program may also be applied for 6.5 credits toward your CAE application of renewal professional development requirements.

View CPE sponsorship information

Event materials

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