DFWAE Association Day 2020 Breakout Session Schedule

Monday, April 20
9:00 am to 12:00 pm: Executive/CEO Track
1:00 pm to 4:00 pm: Association Operation/Innovation Track

Tuesday, April 21
9:00 am to 12:00 pm: Marketing/Communication/Membership Track
1:00 pm to 4:00 pm: Education/Events Track

Monday, April 20, 9:00 am - 12:00 pm

The Arsonist in the Association--Fireproofing Your Culture, Career, and Organization Against Toxic People and Behavior
Pete Havel, The Cloture Group
Track: CEO/Executive
Time: 9:00 AM

The culture of your association--whether it's staff relationships, the ability of the board to function effectively and ethically, or the signals that your general membership is sent about the association's feel and priorities--can make or break an organization. Pete Havel, the author of 'The Arsonist in the Office: Fireproofing Your Life Against Toxic Coworkers, Bosses, Employees, and Cultures', a trainer, consultant, and speaker on workplace culture issues, and a longtime association and chamber executive, will present the tools and the roadmap for building a great membership culture and for 'fireproofing' your organization against Arsonists--the people who can burn down careers, companies and cultures in their paths. Is your career safe from rogue board members? Is your culture ignoring bad behavior? Are you looking beyond resumes when looking for new board members? Are your members turned on or turned off by the signals you send? Grab a notebook and get ready to fireproof!

Best Financial Practices for Association
Neely Duncan, BKD
Track: CEO/Executive
Time: 10:00 AM

This session is designed to assist association executives gain an understanding of financial management best practices. This session will include determining how to use the financial statements to make meaningful data across the association to make strategic decisions. Gain an understanding of the various metrics to consider for association executives to consider.

The Agenda: Laying the Foundation for your Meeting
Kay Crews, Dallas Parliamentarian
Track: CEO/Executive
Time: 11:00 AM

The agenda is the foundation of a good meeting -- and a solid foundation leads to a well-run and efficient meeting. Ms. Crews will teach you the basic agenda items as described in most parliamentary authorities, but will also describe innovative ideas for using the agenda to manage your meeting more effectively depending on the group and the purpose of the meeting. Bring samples of your best and worst agendas to share!

Monday, April 20, 1:00 pm - 4:00 pm

Leading Through Crisis: How Association CSE’s Are Adapting to COVID
Valerie Bakies Lile, American College of Osteopathic Obstetricians and Gynecologists
David DuBois, International Association of Exhibitions and Events
Mark Rubin, Society of Petroleum Engineers
Tracy Tomson, Restaurant Facility Management Association
Track: Association Operation/Innovation
Time: 1:00 PM

Join a distinguished panel of Dallas/Fort Worth area Executive Directors/CEO’s to learn how their associations are adapting to the unique and universal challenges brought on by the COVID-19 pandemic. Panelists will discuss changes to office operations, staff management, event planning, dues collection, communications, and more, as well as their strategies to mitigate financial, legal, and cultural impact.

The Virtual Office: Making the Most of Technology's Changes
Dallas Emerson, The IT Guys
Track: Association Operation/Innovation
Time: 2:00 PM

Does an association need an office? Can an entire organization work remotely? These may sound like crazy questions, but they should be addressed as the cost of property and travel goes up, while technology continues to make remote work simple and effective. Attendees discuss the needs of the modern work-space, how technology fosters collaboration, and how association can become more effective by virtualizing their office. Through this conversation, association executives will gain the knowledge necessary to make informed decisions on their needs, what technology solutions to pursue, and how best to move forward in an ever-changing technology environment.

IT Defense
Wendy Cassidy, United States Secret Service
Track: Association Operation/Innovation
Time: 3:00 PM

This session will cover a brief history of the United States Secret Service and the Electronic Crimes Task Force. Participants will gain an understanding of data breaches and differ types of cyber threats. Methods to combat cybercrime and make sure your association is resistant to these threats will also be discussed.

Tuesday, April 21, 9:00 am - 12:00 pm

Engaging New Volunteers
Stevie Dawn Blakely, Orange Compass, LLC
Track: Marketing/Communication/Membership
Time: 9:00 AM

Volunteers are the life-blood of many organizations. However, they are not always easy to find. Learn how to reach new volunteers, engage them with excitement, and empower them to contribute to the goal in this session. We will discuss strategies for communication, intake/on-boarding, task assignments, and retention of new volunteers.

Data: Full of Challenges, Full of Potential
Colby Horton, MultiView
Track: Marketing/Communication/Membership
Time: 10:00 AM

Membership organizations have an immensely powerful tool at their disposal: the data about their members. Yet, missed opportunities persist. Benchmarking shows the same data challenges continue to trouble associations. We’ll explore what these challenges are and submit some methods to help overcome them, beginning with infusing data as a part of the organization’s cultural DNA.

How to Feed Your Audience Healthy Fare to Boost Membership & Retention
Leona Dalavai Scott, JEP Marketing Communications
Track: Marketing/Communication/Membership
Time: 11:00 AM

As a content creator for your association, do you ever feel like you’re spinning plates? Whether it’s cooking up social media, whipping up some email marketing, grilling your monthly newsletter or sautéing your webinar, the plates of association content are always spinning. But are they spinning with the right content? In this class, we will take a step back and assess all of your content. Are you feeding your members “food” made of quality, organic ingredients or junk food made up of processed fillers? And how do you know the difference? We will look at the content plates of most associations today and develop a strategy that includes a year-round diet of healthy and delicious fare.

Tuesday, April 21, 1:00 pm - 4:00 pm

Turning on a Dime – ACOOG’s Experience and Outcomes Converting a Live Annual Conference to A Virtual Conference
Andrew Crim, M.Ed., CHCP, American College of Osteopathic Obstetricians and Gynecologists
Track: Education/Events
Time: 1:00 PM

In the era of social distancing, associations are forced to look at alternatives to in-person annual conferences to engage members and sustain revenue. ACOOG’s 87thAnnual Conference was conducted March 30-April 2, 2020 as a live virtual conference. Hear how ACOOG pivoted, what they did and how it worked, and walk away with tips your organization can use to plot a path forward. Ample time for Q&A will be provided.

I SPIE a new LMS!
Shawna Strickland, American Association for Respiratory Care
Alyssa Meek, Society of Diagnostic Medical Sonography
Kim Newlin, TXCPA
Track: Education/Events
Time: 2:00 PM

Whether you're starting from zero or replacing an existing product, operationalizing a new Learning Management System (LMS) isn't easy. This panel will share experiences and best practices of selecting and implementing an association's LMS, from writing the RFP to the post-implementation life cycle.

From Sunset to Sensation: Enhancing the Member Experience
Tamra Gaines, Cornerstone Credit Union League
Track: Education/Events
Time: 3:00 PM

Is it time to sunset select events and offer enhancements to ignite member engagement? In addition to presenting fresh ideas around creating a great member experience, Tamra will facilitate round-table discussions to broaden the scope of idea sharing across the room.


Thank You to Our DFWAE 2020 Association Day Sponsors! 

Title Sponsor


Exhibit Services Sponsor


Technology Sponsor



Breakfast/Lunch Sponsor


Attendee Lanyard Sponsor


Attendee Tote Bag Sponsor

 Registration Sponsor 

Thank You for the Continued Support of Our Strategic Partners!