Season 2 kicks off live from the ASAE Annual Meeting & Exposition in Los Angeles! Guest hosts Ben Muscolino, Gretchen Steenstra, and Jake Toohey of The Association Podcast sit down with Bobbie Racette, founder and president of Virtual Gurus. Bobbie shares her inspiring journey as an Indigenous queer woman in tech, from launching Virtual Gurus in 2016 to scaling it into a thriving, values-driven company. She opens up about overcoming challenges, securing funding, leading through COVID-19, and the critical role of company culture. The conversation explores how Virtual Gurus is integrating AI responsibly, Bobbie’s vision for global expansion, and audience questions on building inclusive workplaces and communities. This episode is sponsored by Destination Canada and Visit Denver. Associations NOW Presents is produced by Association Briefings. Transcript Ben Muscolino: [00:00:00] Hello everyone and welcome to the Associations NOW Presents podcast live from the show floor here at ASAE 25. I am Ben Muscolino with Brezio, AMS Geek, and Data Sangria. I'm here with my co-hosts of The Association Podcast. Jake and Gretchen. We are so excited to be bringing our format and our passion for the industry over the Associations NOW Presents podcast. We have an incredible guest today and I'm gonna kick it over to one of my co-hosts and we're gonna get that going. So glad you're here with us today. Gretchen Steenstra: So I am Gretchen Steenstra, the permanent/temporary guest co-host. I think I came for five episodes and I don't know how many, maybe 50 now. My day job, I work at DelCor, a technology consulting company, and one of my passion projects is I'm a founder of AWTC, which supports women in tech and part of tech council and [00:01:00] all the association families. So I'm really happy to be here and nice to meet you today. Jake Toohey: Hey, I'm Jake Toohet. I am the director of the association practice at Adage Technologies. We're a digital strategy, web development and design firm, and, work with all associations. And we are thrilled to have Bobby Racette, Virtual Guru's, former CEO, now president, founder. So thrilled to have you. Can you start by just talking a little bit about what you do and your background and just kick it off from there. Bobbie Racette: Yeah. Hi. Thanks everyone. This is amazing. So founder and CEO of Virtual Gurus. So I started Virtual Gurus in 2016 because nobody would give me a job. I was looking for work for, I don't know, close to a year, and nobody would give me a job at all. So I actually started it just to create a job for myself. And at the time, I had no idea I was gonna scale into this big thing. It was gonna go where it went. I had no idea that it was gonna be AI eventually, and that there'd be thousands of people working in the [00:02:00] platform. But here I am and happy to be here. Ben Muscolino: Hey, Bobbie. We're storytellers in the association space. Your story is so incredible. We wanna talk with you about several things today, but to get things kicked off, talk to us about what you've been up to this morning and the session that you led. How was that for you? Bobbie Racette: I've been traveling a lot talking about my story. I actually just flew in from Japan and I was speaking out at the World Expo, which has been amazing. Such an amazing experience. Just to be saying that I'm speaking and I'm out at the expo. I was there on a trades mission and just really telling the story, but this morning it was really just about telling my journey and about culture and my journey of being an indigenous queer woman in technology and how hard it's been to get to where I am today, and meant to raising millions and millions of dollars to run the company and to build the AI. Now we're scaling globally, and I was actually in Japan meeting with senior leaders like the CEO of Mitsubishi to try to get our AI out [00:03:00] there a little bit more. So it's been a pretty crazy ride these last few weeks. Ben Muscolino: Bobbie we have so many things that we wanna learn about you, but I'm very interested in what was the turning point where you realized that you wanted to start virtual gurus? What was that catalyst? Because you kind of talked a little bit about the need to want to create work for yourself. Was that really the catalyst moment? Talk to us about that. Bobbie Racette: Yeah. I was working in oil and gas in Calgary, Alberta, Canada, where a lot of people are working oil and gas. But layoffs came like when the gas prices dropped, and I think 37,000 people were laid off within one day, and I was one of those people. But when everybody went into the city and was trying to find work. By the time I got there, all the jobs were either being taken up, but all of the people that were more qualified or maybe fit their culture more got the jobs over me. And so I was looking for work for so long and nobody would hire me at all. I don't know what it was. I'd like to say maybe it's just 'cause of who I am, [00:04:00] but a queer woman in tech and nobody would hire me. So I actually created a job for myself. I was the virtual assistant. I wasn't actually planning to scale it, I was just doing it to create a job for myself and. I had 19 clients, so I started with $300 in my pocket and I bootstrapped it to 1.8 million in revenue. And then I realized I needed to hire, and then I needed to raise money and there's a lot of work to do. And so I closed my first funding round in 2020. The light bulb went on, why don't I start this platform to create work for people like me? And then all of a sudden, the platform just went wild. Ben Muscolino: So the serendipitous timing. Where everyone that maybe got to the jobs before you did and then you raising money in 2020 and scaling when you did. What an incredible twist of timing for business being in 2020 when everything went virtual. Right? Bobbie Racette: Everything went virtual, and then I closed three funding rounds during [00:05:00] COVID, which nobody was investing at the time because they were so scared to use their dry powder. But I was like, let's go and, and it worked well. We scaled 300% year overgrowth through every year and through COVID through three years. Gretchen Steenstra: So you were describing how difficult that was. Were there assumptions you made and had to adjust throughout these cycles? Like you said in the very beginning, you didn't know how to raise funds and people were turning you down. But as you matured and evolved, what are the assumptions you're facing now that you assume when you're going out for funding or building your company, that you have to adjust and. Bobbie Racette: Yeah, I guess the landscape has changed so much from COVID. Before COVID, it was scary. People weren't really interested in the freelancing platforms and it wasn't as well known. And then COVID hit and then everybody went remote and everybody was laid off their jobs. So people started going to platforms like ours. All the administrative people were getting laid off and then they came to me and so I was picking them up and recycling them back out and cold calling [00:06:00] the companies that were laying people off during COVID. And I'm basically saying. Your company still needs to open and function, so we got E four back office support. The thing for us was just assuming that we were gonna be bigger then, and we were just gonna scale and we leveraged COVID for that and I was quite surprised with where it went. During that time. We built out a people over profit program. So all the startups that were struggling to pay the bills, we gave them free virtual assistants. Oh wow. Yeah, yeah. Right after I closed my first finding round. So I'm like, thanks, invest. Or by the way, I'm gonna give free service those away Jake Toohey: There's one of the things that I took away from your session this morning was the culture thing. Yeah. The kind of culture that you built at the organization. And I think, you know, one of the things that I, I remember is you saying that you used to hear the resumes hit the bottom of the trash can. You never wanted to make anybody else feel like that. Can you talk about that involving culture and what's driving that? Bobbie Racette: Yeah. This was back when you used to go to the offices and hand in your resume 20 16, [00:07:00] 20 17. And like I said, nobody would hire me and I would literally go to leave the office and I could hear a piece of paper hitting the trash can and I knew that was my resume and it just made me so angry and sad. And essentially that's almost what powered my thesis on if we provide more work to marginalized communities, then. We can't let people shine if we're gonna keep doing that. 'cause surely if I'm feeling that, then how many others were feeling it. But it did was inspire me and fuel me to keep going and to create this. I guess some will say I created it out of anger, but I really just created it out of spite. I thought “you all told me no so many times that I'm going to take my own control now.” Gretchen Steenstra: Yeah. But I, I don't even know if it was spite you were just so passionate about. I found this, and a lot of the things you do, which I think is really interesting is you formed it into repeatable like almost products. So I'm looking at your culture cleanup toolkit. And so in addition to running a company, raising [00:08:00] money, growing the company, taking care of your employees, you also seem to have packaged some of these thesis statements and ideas into tools. I've never seen that with a founder who's doing all of these things. And creating, you know, actual artifacts to help with people. Bobbie Racette: It's all tell you much when you go to an office or a startup or tech company or a business, any business, and people talk that their culture is good. But then you go in, you're like, whoa, this thing's about to explode. And so I, I see a lot of that and I'm a firm believer of if you're gonna t
In this episode of Associations NOW Presents, guest host Lori Zoss Kraska, founder and CEO of Growth Owl, sits down with Brian Miller, vice president of strategic partnership at Multiview, Kimberly Tuttle, executive director of the American Institute of Architecture Students, and Gilberto Lozada Baez, AIAS board vice president, to explore new research on how students perceive associations. The conversation highlights key opportunities for associations to build stronger connections with young professionals—through targeted social media, mentorship, and small-scale in-person events. They also discuss the importance of digital fluency, university partnerships, and creating meaningful volunteer roles to foster long-term engagement and a true sense of belonging. Check out the video podcast here: https://youtu.be/HLTuvHAxkd4 This episode is sponsored by Multiview. Associations NOW Presents is produced by Association Briefings. Transcript [00:00:00] Lori Zoss Kraska: Welcome to episode 12 of Associations NOW Presents, an original podcast series from the American Society of Association Executives. I'm Lori Zoss Kraska, founder and CEO of GrowthOwl, LLC, a consultancy that empowers associations with the best practices they need to connect with Fortune 1000 companies and other large organizations for corporate sponsorship, partnership and philanthropic funding. You also might know me as the author of The Boardroom Playbook, a Not So Ordinary Guide to Corporate Funding for Your Purpose-Driven Organization and host of my own monthly LinkedIn Live that features both association and non-endemic thought leaders who provide insight in new ways of thinking in the area of sponsorship and non-dues revenue. You can find out more at thegrowthowl.com. But hey, enough about me. Let's take a moment to thank our episode sponsor Multiview today. We're excited to welcome Brian Miller, vice president of strategic partnerships with Multiview. [00:01:00] Also joining us today is Kimberly Tuttle, executive director of the American Institute of Architecture Students, also known as AIAS. And Gilberto Lozada Baez, AIAS Board Vice President. They're all here to discuss key findings from new research on student perceptions of associations and how we can better engage the next generation of members. Welcome everybody to the podcast. Let's start with you, Brian. What influenced your team to look into this topic? [00:01:31] Brian Miller: Great question. Well, we always look for ways to help our associations improve their competitive advantage within their organization and any insights that we can provide along the way. It's very interesting for us 'cause we have roughly 850 association partners that span. 30 different industry verticals. Obviously it's a mixture between trade associations and professional societies and professional associations. So when we look at the professional societies, that's really what [00:02:00] we're talking about today with this topic. We conducted some research and we looking at years old problem of how do you. Engage the next generation of members, particularly in professional societies. So that's really why we commissioned this report in the first place. The other thing that was really interesting that when you look at the landscape is this is the first time we've got five generations working in the workforce, right? You've got the traditionalists, you've got the baby boomers, you've got of course Gen X, and then you have millennials and Gen Z, and. From what we understand is this is the largest graduating class as well in, in foreseeable history that we look back at. So it's really important when you look at the. Really important message of how do the associations look for that next generational member? How do they find them? How do they keep them throughout their professional career and their journey as members of the association? So that's really the main reason we wanted to, to talk about this topic today and really understand the importance of content and [00:03:00] education when it comes to looking at those different member segments. And as we continue to talk. In this discussion, we're gonna find that young professionals, students, recent grads, and particularly early in their career, they have different needs, right? From a membership perspective, it's really important to understand this segment and how as an association you engage with those younger members and be able to offer them what they need and what they're looking for in an association. So that's really the main reason why we did all of this. [00:03:29] Lori Zoss Kraska: That's great, and I want to delve in a bit more, Brian, into the research. A sizable amount of this next generation, based on what you found knows about associations, but only about a quarter, really understand the benefits. What do you think causes this gap and how do associations go about closing that? [00:03:47] Brian Miller: I think the biggest thing is the networking aspect. You look at the younger generation, young professionals, they've grown up in this digital environment and they've really made a lot of their connections and their networking through all of their other [00:04:00] social engagements. They are familiar with associations. We found that through that research, 85% of them are familiar with associations and what they do in respective industries and professions. But really it's looking at the value of that association for them when you're looking at what their needs are. Specifically, they're looking at career placement. They're looking at jobs. How do you help me create resumes? How do you help me create strategies for looking for jobs and all of that, how to interview, things like that. So they're really looking for those kind of things. And so that was really one of the drivers that we found in terms of that gap between. Being aware of the association, but understanding the value that associations provide. I think they understand that. Obviously associations represent those key things that they do, right? They're out there to promote their industry or their profession. They're out there to educate that industry or profession, and then they're out there to advocate on behalf of that industry, or that profession. They learn that through job fairs, through what they learn for in their coursework and their [00:05:00] universities. But it's really about the associations taking the understanding that what their young professionals are looking for is career assistance, job placement. Skills training. Those are the key things that we found that they're really the hot buttons for them. So from an association perspective, to increase that value gap, that's really the areas that we need to make sure that they're focused on, is looking for ways that they can really engage those young professionals through those skills training, through helping them with their. Careers and through helping them with interviews and job placements and things like that. So that's really where the gap that we saw. But the good news is though, this is a great opportunity for the associations to really become the driver of this. This gap is very fixable and it's very. Easily done by the associations to look at their member segments and understand that they each have different values along the way and what the value is for them by being an association member. And then long term, obviously that's gonna create a membership journey. [00:06:00] So if you can engage those young professionals, meet them where they are, be able to fulfill their needs, and that's gonna make for a better member as they progress in their careers, and then obviously things are gonna become more important to them going forward. And it's the things that we talked about, the advocacy that the association does, the education that they provide, and well as being able to engage the different generations. When we talked about those five generations as well, and I'll just leave it with this. This is a perfect example of why associations need to look at not just a one fits all membership strategy, right? You really need to understand those different segments that are represented within your membership and then create different value propositions along the way. So hopefully this will help engage them where they are, and then as they progress in their journey, the association's gonna provide additional value and more long-term value going forward. [00:06:51] Lori Zoss Kraska: I love that you said that it's really the association's responsibility to empower themselves to realize that they need to meet [00:07:00] students and younger folks where they are. I think that's so important because maybe a different mentality in the past would've been, it's really up to the student or up to the young professional to research us. For them to figure out what the value is and no, we have to turn this around. I love that really, that you've not only talked about that, but your research coincides with that. So I think that's excellent. Excellent. You know, Gilberto, I wanna throw it over to you. You're a former student at the University of Monterey and now a young professional and board member, so congratulations on all your achievements thus far. What was your impression of associations before joining AIAS? And what prompted you to want to get involved and become a member? [00:07:45] Gilberto Lozada Baez: Thank you for saying that. And let me start with the second part of your question because I think you're gonna be a lot more insightful into what I was thinking about organizations. I remember being in first semester of college, I was just joining to [00:08:00] starting at the study architecture school and they, it's very common for student groups to have these meetings where they try to get new people to recruit new members. And I remember sitting at the auditorium. Hearing to the AIAS group that was at my university, talking about the organiz
In this episode of Associations NOW Presents, guest host David Coriale, president of DelCor and host of the Reboot IT podcast, talks with Elena Dumitrascu, CTO of Credivera, and Tim McCreight, CEO of TaleCraft Security. Together, they explore how secure, verifiable credentials can reduce identity fraud, validate professional qualifications, and strengthen cybersecurity. Drawing on real-world use cases in industries like healthcare and safety, the discussion highlights the growing importance of global standards and the role associations can play in adopting these technologies to build trust and security in digital spaces. Check out the video podcast here: https://youtu.be/y5RzrCUUTzU This episode is sponsored by Credivera. Associations NOW Presents is produced by Association Briefings. Transcript [00:00:00] David Coriale: Hello everyone. This is Dave Corelle, president of DelCor and host of the 501 C technology podcast, Reboot IT, and I am excited to be guest hosting today. We've talked about this technology before on Reboot and I'm so happy to be talking about it again 'cause I think this community needs to talk about this more. And I have two experts with me who are going to do 90% of the talking. I have Tim McCreight and also Elena Dumitrascu. I want to welcome you and also have you introduce yourselves. Let's start with you, Elena. [00:00:34] Elena Dumitrascu: Thank you for having me here. It's a pleasure. I'm the co-founder and CTO of Credivera. We are a technology company that supports associations with verifiable credentials, secure identity, and secure certifications for their constituents. I got into this business because I saw over and over again how difficult it is to prove someone's identity from a workforce perspective. The long compliance issues [00:01:00] that come from that, and really some of the fraud that. Sort of seeps in as well. Again, really happy to be here and to talk about this topic. [00:01:08] David Coriale: Awesome. Thank you, Tim. Tim McCreight: Thanks folks. My name is Tim McCreight. I'm the CEO and founder of TaleCraft Security. We're a boutique security firm that focuses on developing security programs using a risk-based approach. And after 44 years of doing this, it's nice to finally get a chance to see some of the changes that we wanna make within the industry, and particularly with we're talking about today, these verifiable credentials. It's been something we've been dealing with, trying to make sure it's Tim doing what Tim's supposed to be doing, nothing more and nothing less, and trying to get to a space where we're seeing that come through. It's great to talk about this today. It's a great opportunity to explore and identify what a verifiable credentials can do for organizations, but how it helps people like me in the security industry truly understand that we can start reducing risk by using this approach. [00:01:56] David Coriale: And you are also a host of a podcast? [00:01:59] Tim McCreight: [00:02:00] Yes sir. I am. I have my own podcast. I co-host with Doug Lease, and it's called Caffeinated Risk. It's two self creamed grumpy security professionals talking about security and risk. And we thought throwing in coffee security and risk, how can you go wrong? So this is year five now with caffeinated risk. [00:02:17] David Coriale: And I've just gotta mention, 'cause you said this earlier, that the icon for it is the caffeine molecule. Yes sir. Yeah, it's just really fun. It looks good on the mugs and the T-shirts, so it looks really good. Yeah, that's what's important. So thanks for joining. I always like to start at these conversations, kinda the start at the top. And what are we talking about? So you've talked about verified credentials, risk in cybersecurity, in your backgrounds, and what you are trying to accomplish. I think we're all familiar with cybersecurity. Right. There's plenty of news coming at us with what's happening in cybersecurity breaches and so on. How is this different, like when you talk about cybersecurity and verified credentials, explain the link between the two and what you mean by verified credentials. [00:02:58] Tim McCreight: That's a good one. I'll start [00:03:00] first and then I'll pass it on to Elena. From my perspective, one of the things that we've struggled with for years is making sure that as I access a resource, as I log onto a system, or as I gain access to different data or information across an organization, I need to make sure that Tim is actually Tim, and I need a way to validate that, and I need a way to prove that I'm given or been granted access to these different data stores data resources. The difficulty with that is over the years we've been really restricted of what we could provide. Everyone listening knows, we first started with IDs and passwords, bringing in different factors for authentication, but there were still avenues that were open to fraudsters, to impersonate somebody. So I could log on saying that I'm Tim. I'm not really Tim, but I have his credentials. I've got his password, so now I can gain access to the information that Tim has access to. So that became problematic and it still is. What we're finding now is there's a desire to gain greater understanding of who Tim is, [00:04:00] where I really can go, can you prove his background? Can you show me the resources he should have access to? And now can you provide me that level of access and make it so that it's difficult or damn near impossible to steal those credentials or to copy those credentials by using different forms of encryption. That to me is when we're starting to talk about some real changes to how we gain access to sensitive information or to data that I need to see to do my job every day in an organization. [00:04:26] Elena Dumitrascu: There's also the need for Tim to have portability. If this is his data, let him carry it with him. Obviously, if it's an email address from Tim's employer, if Tim no longer works there, that email address is no longer in his possession. But if it's a different type of identifier about Tim, like his. Digital identity, his driver's license or his university degree, or his certificate from an association, his professional designation as a security expert. Those are all bits of [00:05:00] information that belong to Tim. I. He should be able to take from organization to organization and prove those statements about him as he gets onboarded, as he logs on every day to various systems that he should be allowed to log onto because he has those credentials. So it's more than just the username and a password. It's all of these details about Tim that now finally can be given to Tim. In a secure, encrypted and portable way we can take from engagement to engagement. [00:05:33] David Coriale: So I feel like this is more important, if you will, than username and password credentials. Right? Because that's what most of us think of when you, what are your credentials, username and password? Because we're talking about verifying somebody's credentials from a professional. You mentioned just now maybe their association certification. Right. Which could impact. Their credibility. So some of this is privacy, some of this is credibility, and then some of this could be also things like the ability [00:06:00] to prescribe drugs, right? Controlled substances as a, the, what is it? The DEA, the drug enforcement administrative number that a doctor has. If I have that number, I can impersonate someone and prescribe drugs. I'm understanding you clearly that we're talking about more than just the privacy aspect. We're talking about impersonation for nefarious or illegal activities potentially as well. [00:06:23] Tim McCreight: Yep. A really good example, and this is one that Ellen talking about before and it really resonates, is this idea if I have specific training in, let's say one environment, and I go back to my time I spent with oil and gas or critical infrastructure. If I'm gonna be working in a facility where I have to take two trainings, so I'm required to have safety training before I enter the facility, or before I can actually go do work with a plant, and I want to be able to move from one employer to another, but my credentials for safety stay the same. This is an amazing opportunity to take what I have learned, what I've maintained in the background that I have, the training that I have, that I can verify that I have the training [00:07:00] and that I actually am qualified to work now in an environment where I have to have H two s training for safety. This is a terrific approach to do that because now that's transferable with me because I own that credential or I own that training, and that's part of my profile. Now when I create that verifiable credential for Tim. [00:07:16] Elena Dumitrascu: Let's think about the cybersecurity team in that company. Tim is a new employee. They have to provision him with access to all sorts of things. You bet they get that information today from HR through something like ServiceNow Ticket that says onboard Tim. But does that cybersecurity professional know that the right due diligence was done on Tim? They take it at face value. What if something changes from the moment when HR or someone else checked Tim's credentials? One of them expired or got revoked, right? That cyber team in today's world before verifiable credentials in the paper world or the unverifiable digital PDF world, we'll take it at face value and we'll go [00:08:00] ahead and provision Tim with the respective access and only through some kind of audit that companies typically have every six months or every year, those things get caught and by then it could be too late, right? So yes, there's the fraudster, bad actor story. There's also the, nobody intends to be a bad actor, but it just happens 'cause all this data is connected and we're pushing paper between departments and you never know who should or shouldn't be ab
In this episode of Associations NOW Presents, guest host Aaron Wolowiec, FASAE, CAE, CMP Fellow, founder and president of Event Garde and host of the Voices & Views podcast, chats with Tara Davis, senior director, internal communications and staff wellbeing at the American Psychological Association, about the growing importance of wellness in high-stress industries like associations and hospitality. Tara shares how APA is fostering a culture of care through initiatives like the "Meet with Purpose" campaign, and discusses key strategies for preventing burnout, supporting mental health, and building intentional connections among staff. This insightful conversation explores emerging wellness trends and how prioritizing employee wellbeing can drive both personal and organizational success. Check out the video podcast here: https://youtu.be/IvPlhKGgtiw This episode is sponsored by Visit Orlando. Associations NOW Presents is produced by Association Briefings. Transcript Aaron Wolowiec: [00:00:00] Hello, and welcome to this month's episode of Associations Now Presents. We'd like to extend a special thank you to this episode sponsor. Visit Orlando. I am Erin Wallic, founder and president of Event Card, where we're passionate about transforming to help organizations meet, learn, plan, and grow. I'm also honored to be a newly inducted member of the 2025 Class of A SAE Fellows, an incredible community of change makers and thought leaders in the association space at Event Guard. We're known for helping associations elevate their meetings and learning experiences, reimagine facilitation practices, and navigate meaningful strategic planning. But today, I'm here not just as a. Facilitator or strategist, but as the founder of Healthy By Association, a wellness focused community, I launched back in 2017 to support those of us working in the often high stress world of associations and hospitality. That's why this conversation is especially close to my heart. Today's [00:01:00] episode takes a deep dive into what wellness really looks like in association life beyond the buzzwords. We're talking about burnout, prevention, mental health, flexible work, and what it means to build a culture of care that supports both staff and members. Joining me is someone who lives and breathes this work. Tara Davis, senior Director of Internal Communications and Staff Wellbeing at the American Psychological Association. Tara brings more than 15 years of experience in using psychological science and strategic communication to build healthier, more human centered workplaces. Her work sits at the intersection of empathy. Evidence and action, and I can't wait for you to hear her insights, whether you're a CEO, trying to prevent staff burnout, an events professional considering wellness lounges and quiet rooms, or just an overwhelmed association pro Wondering if it's okay to take a real lunch break. This episode is for you. Alright, let's get into it. Welcome again, Tara. We're gonna certainly start the conversation today from a big picture [00:02:00] perspective, and I would love to just define a key term before we get into it. When you think about wellness, I'm curious, what does wellness mean to you within the context of association life today? Tara Davis: First of all, thank you so much for inviting me to be here. I am so excited about this opportunity and to talk about something I'm very passionate about. So thank you. So I like to focus on the term wellbeing rather than wellness. It seems a little bit of a wordsmithing, but. Wellness to me implies either you're well or you're not. And it is like one end of the spectrum or the other. And in reality, wellbeing is a spectrum, right? And it's a state of being healthy and happy. And there are lots of different types of wellbeing. There's financial, there's social, there's intellectual, and I think that. It's important to focus on this holistic wellbeing. It used to be [00:03:00] that people thought about it really as just your physical health, and then I think we evolved a little bit to consider your mental health, but it's so much more. It's this connection of your mind and your body and how you really are doing. When someone asks you. Aaron Wolowiec: I love that there are so many different dimensions of wellbeing and they don't always get talked about in all of the places at home or in the workplace, in school, in our church, or volunteer opportunities either. I'm curious. How you think expectations around workplace wellbeing have changed for association professionals over the last few years? Has it been just as a result of the pandemic or have other factors really been at play? Tara Davis: That's such a good question and so perfect. 'cause my dog is barking, so if you hear that, I apologize. That is a symptom of this work life just coming mixed together and not being suffered anymore. But yeah, I [00:04:00] think that some organizations were thinking about wellbeing in the workplace long before it was trendy, and I feel very lucky to be in an organization like that. APA, the American Psychological Association has had an office. Dedicated to employee wellbeing since I think 2003 and being a leading mental health organization. That makes sense, right? You can't expect to be talking about mental health in society and with other organizations, and so in my mind, you can't really separate wellbeing from workplace initiatives and from deadlines and priorities. All of that is intertwined with that. Isn't always the case. And I think one, I don't think you can really say a silver lining of the pandemic. One result of the pandemic that is positive is that more employers have been paying attention to mental health in the workplace because I think there was such a decline in the mental health of our country. We really facing a mental health. [00:05:00] epidemic as well. The other thing is not only is it about organizations paying attention, but also employees started expecting it. So it's no longer this nice to have, oh, I'm a feel good company 'cause I care about my employees. It's now a business imperative and I think that less people are having to prove the business case to their employers. And I've also noticed that a lot of these initiatives used to exist solely in HR and it maybe it was a tiny part of an HR employee's job, but now there are positions and teams dedicated to it in my situation, and I think that's a really beautiful thing, showing the priority and the importance that it really is for our organizations and employees' success. Aaron Wolowiec: And I want people who are listening today to not immediately get turned off by thinking, oh, we're not as large as, we don't have a department dedicated to health and wellbeing like [00:06:00] APA does. Certainly throughout the episode today, we're gonna be talking about different ways to come at health and wellness, no matter your size, whether really you're a. Solopreneur working as a consultant within the industry, or maybe a small staff or medium staff, or a large staff organization. So before we get into those tips and tricks, let's start with fundamentally, what are some of the key elements of a workplace culture that truly prioritizes while being no matter the size of the organization? Tara Davis: I love that question because yes, we do have an office dedicated, and so in terms of resources and budget, but it's really only two of us, two and a half I should say, as I have a member of my team who support some other work in the organization. Don't think that we have 20 folks dedicated to this. We have about 550 employees and there are two and a half of us who are really focused on creating a healthy workplace. And so in addition to that, I wanna quickly. Note something that is part of what you're already doing, that you can [00:07:00] just think about differently or message differently, or your intention can be a bit different or it's free. Just wanna quickly say that. So have no fear, don't worry. We don't have a large budget or even a large team. So back to what are these key elements? This is something I've been doing for a while and there are different models that have come around of. What it really looks like to prioritize wellbeing in the workplace. And what I love is our former surgeon general, Dr. Vik Murthy, came up with a framework for mental health and wellbeing in the workplace. And some psychologists from a PA actually co-created this with the surgeon general's office, so you can look it up if you just Google a surgeon general model for wellbeing, it'll come up and it has these. Five dimensions of things that the research has shown. These things lead to a healthy workplace. If you focus on these things, you have the outcomes that you're looking for in terms [00:08:00] of your people and your organization. So one is. Connection and community, and we know that loneliness is rampant right now, and we also know that it's really important for our mental health and wellbeing to be connected to others connection and community. What I love about this model is each of these things are rooted in. Human needs, two, human needs for each dimension. And these needs are consistent across demographics, across type of work, job level, all of these things. And so first is connection and community. So it's rooted in the need for social support and belonging, which is very important right now. Belonging is very important in the workplace. And the next one is protection from harm. And that's rooted in the need for. Safety and security. So we mean physical safety, of course. We also mean psychological safety. Then there's mattering at work. That's the third dimension, and that is rooted in the need for dignity [00:09:00] and the need for meaning, which obviously purpose goes along with those. Right now we are spending a lot of time trying to focus on how do you help people find meaning in their work? How do you show their connection to the greater im
In this episode of Associations NOW Presents, guest host Christine Shaw of The Association Adviser Podcast sits down with Mike Moss, CAE, president of the Society for College and University Planning, for an insightful conversation on the shifting dynamics of career development in the association space. They explore the growing demand for purpose-driven work, the realities of hybrid and remote models, and how associations can foster meaningful engagement in a digital world. Mike shares strategies for building intentional connections, promoting continuous learning, and creating psychologically safe workplaces. The discussion also touches on transparent hiring, value-based leadership, and how associations can remain agile by rethinking professional development and evolving their strategic plans to meet today’s challenges. Check out the video podcast here: https://youtu.be/4DxGN5NMarQ This episode is sponsored by Visit Omaha and New Orleans & Company. Associations NOW Presents is produced by Association Briefings. Transcript Christine Shaw: [00:00:00] Welcome to episode nine of Associations NOW Presents, an original podcast series from the American Society of Association Executives. I'm Christine Shaw, CEO of Naylor Association Solutions. You probably heard me on my podcast, the Association Advisor. However, today I'm honored to host this episode for the ASAE. Before we begin, I'd like to take a moment to thank our episode sponsor, visit Omaha. For today's episode, we're excited to talk to Mike Moss, president of the Society for College and University, planning about the evolving landscape of career development within the association space, and what professionals can expect in the year ahead. Welcome to the show, Mike. Mike Moss, CAE: Thank you very much for having me and looking forward to our conversation. Christine Shaw: Fantastic. Well, let's just dig right in and start with the big picture. How is career development evolving in the association world and what makes this moment particularly pivotal? Mike Moss, CAE: Yeah, and it's the right [00:01:00] question to start with because I think from our perspective at SC and also mine as a 34 year practitioner in the space is we're shifting from a linear to a kind of a multi-directional career path. As I came up through the industry, it was a pretty logical progression for me in operations between being an assistant to a manager, to a director, but pretty much all within the same discipline as I was given opportunities, maybe different associations. I. The directional was pretty linear, and what I really appreciate where we're going as an industry now is that we do have multiple directional paths, meaning I can do a bunch of different things at my association or require a bunch of different skill sets over time, and the association can be committed to me to develop those skills. I do not have to come on entry with. All the skill sets to be a generalist. I can come in with specific skill sets, develop competencies in certain areas, and then have another opportunity to explore different career paths. And I do think what that's been driven by, and you'll hear me talk about this a lot, probably today, which is I do think our employment base is [00:02:00] beautifully shifting to being purpose driven. And that's why they're attracted to our sector is they're here to serve and they realize that the service is going to change as tech changes needs change, service requirements change, funding change. I. And I think that this next batch of association employees really get the purpose-driven association. Christine Shaw: Mike, I agree with you on the purpose driven. That's one of the reasons too. A lot of people, myself included, are drawn to this space. I liked what you said though, that you don't necessarily have to have all the skills 'cause they'll be developed. And I think sometimes people hold themselves back because they think they need to have all the skills. So that's very encouraging coming from someone like you who's reached to the top position and letting people know that we're here to develop your career along the way. Let's talk about a tricky subject now, right. Nothing's gotten more attention than remote and hybrid work. They've become very common across many industries. So talk to me about how associations are adapting to this shift and what challenges or opportunities does it present for talent [00:03:00] development? Mike Moss, CAE: Yeah, and I, what I'll do here intentionally is avoid the generational trap. I know this is a pod, so people not, may not be able to see me, but after working for 34 years, you can imagine I'm not in my twenties. I came up in a different type of environment than what we're offering now. The hybrid remote, and my organization is hybrid remote, meaning everybody in the central office location of Ann Arbor is hybrid. We also have employees coast to coast. So we have a beautiful mix and I think some of the challenges that we've experienced that may probably translate to other listeners is that there has to be a real intentional connection process. You can't just assume people are checking in with one another just to check on the weekend. All that proverbial water cooler talk can be very challenging. And I think we've really experimented with different types of setups. And the one that's worked the best for us is we do have a twice a month purposeful presence meeting. It's called a P two because every abbreviated, so the Purposeful Presence meetings are. Obviously partly a staff meeting, but they're also mostly a social and it's a chance to [00:04:00] guarantee that at a minimum eight hours a month, 'cause they're both four hour meetings. We're having the chance to connect as humans who happen to work at Skype and making sure that we have that social opportunity. And that's proven to be real helpful to make people, especially if they're new and remote and not in the hybrid environment that we have. Ann Arbor, it can be a lot longer tail to get. Ingrained into the social movements of the organization. So I appreciate that. And I also think one of the things that's really important, and it goes to what we just talked about where we're heading, is digital fluency is really important. Obviously you and I are connecting today through Digital Medium and my remote employees, and I see each other three to four times a year in person. Otherwise, it's all digital and being able to manage that digital fluency, not just to open software and use it, but know which software you're using, what tools come with it, what are you endeavoring to do in that meeting? Does take training, and I think oftentimes we just assume if it's a icon on a desktop. The person will figure it out. And I would encourage all of us as employers to recognize training is one of the biggest outcomes of the hybrid remote work [00:05:00] environment training, the culture training, how the digital fluency will work in your organization, and being real honest about what's not working, and having those channels provided for feedback from everyone, not just your hybrid folks or your remote folks, but from everyone. Christine Shaw: I like what you said. A couple big takeaways is one, don't put age bias into it one way or the other. I think that helps a lot. I love what you're saying about digital fluency, because I think you're right. Everyone adapts to technology and digital differently, but ensuring that there's alignment on the tools and the training. It's really key to making this work. And also the fact that you pointed out that some of your intentional in-person meetings are about social, not just work because that's how you get to know people and create those relationships. So well done that. Those are some good takeaways for all leaders to lean into. And I hadn't really heard the digital as long as we've been doing this, the digital fluency aspect. So that to me is a real key one. And I guess this really goes right into the next [00:06:00] topic, which is culture. We all know. The saying, culture eats strategy for breakfast. Right? So it plays a significant role in career satisfaction, employee retention. Tell me from your point of view and your experience, what does a healthy growth-oriented workplace culture look like? Especially in today's digital hybrid world and specific in the association space today. Mike Moss, CAE: It's a great question. So I'm gonna start by saying it took me 34 years to get this terminology understood. And it's everywhere. There's amazing organizations that run this discipline and that is being a learning centric organization. In being learning centric, it is really hard, at least it has been for me as a leader. It has been really hard to get this going and I'm still learning every day. And the simplistic side of being learning centric, which would is the cornerstone of our culture, which is you do something, you reflect on it, and then you do it differently. And while that may imply I work in a silo, it may imply I worked in a team. It all has to imply that you're learning every day to do something in service differently. And to me, that's what's driving the [00:07:00] collaboration at sc. And so we can say all day long that we have a cultural collaboration, but if we haven't enabled that with a systemic approach that is in our job descriptions, it's a systemic approach that is in our daily expectations. And we talk about it at every P two meeting we have is what did we learn to reflect on? 'cause not everything requires reflection, but what are we gonna do differently so that we can continue to move forward with our members? Who at times are moving a lot faster than we are. And at other times they're looking for us to model how to move forward. So I think that's the culture piece I would offer is with learning centricity comes psychological safety. It needs to be a place where when I do my reflection, I feel okay in front of all my colle
In this episode of Associations NOW Presents, guest host Teri Carden chats with Virginie De Visscher, executive director of business events for Destination Canada, and Amy Hissrich, MA, CAE, vice president of international affairs at ASAE, to explore the role of DMOs in driving sustainability efforts. They discuss the economic and reputational benefits of sustainable event planning, innovative strategies in transportation and local sourcing, and the power of collaboration in designing impactful, eco-friendly gatherings. Tune in to learn how associations and DMOs can work together to make a lasting difference for both the environment and local communities. Check out the video podcast here: https://youtu.be/qVljyQJkqsc This episode is sponsored by Visit Omaha and New Orleans & Company. Associations NOW Presents is produced by Association Briefings. Transcript [00:00:00] Teri Carden: Welcome to episode eight of Associations NOW Presents, an original podcast series from the American Society of Association Executives. I'm Teri Cardin. You may have seen me around the association world as founder of non-A Palooza, AMS Fest and Review My AMS , but these days I'm sidekick it with co-founder of Higher Logic, Andy Steggles with his newest product called Insight Guide. Some days I feel like a chicken with my head cut off as we manage our 20 plus clients. Yes, I'm throwing ASAE in the mix as one of our newest clients and all the implementations we have going on, but my real. Title is VP of Marketing and Client Success. Folks, I can tell you right now, it's a lot of fun to be me these days helping associations invent and deliver new tools to help their members make smart buying decisions. How about enough about me? Let's jump into today's conversation about [00:01:00] events and sustainability. First of all, I do want to thank. Our episode sponsors Visit Omaha and New Orleans and Company. Today I am thrilled to welcome Virginie De Visscher, executive Director of Business Events for Destination Canada and Amy Hissrich, Vice President of International Affairs at ASAE. Hello, ladies. So let's jump into today's conversation. I'm absolutely excited to talk about this topic. It's actually a topic that's personal and close to my heart. I'm actually a full-time van Lifer. I collect memories, not things. So I naturally am over conscious about Mother Earth as it's truly an extension of my home. I feel like it's pretty easy for me to adjust my lifestyle so that I'm thinking about the future of our environment and our children and grandchildren and great-grandchildren to come. But when I think of [00:02:00] nationwide organizations like Destination Canada, it seems daunting. Like how in the world I. See what I did there. Do you support more localized DMO with sustainability efforts? It does truly feel like a monumental task for conferences and events when there are literally millions of people involved. So Virginia, let's get started with you. [00:02:28] Virginie De Visscher: That's a great question, Teri, because Canada's the second largest landmass in the world, right? And Destination Canada really plays a unique role as a, I call it a national conveyor or convener, and a and a catalyst. So we're not A DMO ourselves. We work to build capacity, we create alignment, and we try to support our local partners in advancing sustainable business events. Some of the ways that we do that are, for example, training and education. We've launched a national initiative [00:03:00] where right now actually we have about 50 individuals across the country that are taking the Sustainable Event Professional certification in partnership with the events industry council, and that gives Canadian d os that foundational knowledge to integrate sustainability into their event strategies. We support Canadian cities in joining the Global Destination Sustainability Index. The GDSI that helps them assess and benchmark themselves and improve their sustainability performance over time. We also see ourselves as bringing collaboration and and tools together, so d os and venues and partners can share best practices and co-create tools around sustainability calculators, storytelling assets. Finally, I believe in a national alignment. So we make sure that strategies reflect Canada's broader commitments. So Destination Canada has a 2030 tourism strategy so that all those collective efforts can be future facing, that can be consistent and and scalable. [00:04:00] So it's more about continuous improvement and sustainability is embedded in destination marketing in how we do business events across the country. [00:04:11] Teri Carden: So there's a saying, how do you eat an elephant? One bite at a time. And it sounds like you've got lots of single bites going on at one time to make a huge impact. And it makes a lot of sense bringing in those benchmarking and certification, you know, and delivering those or offering those up or providing those resources to those groups. Excellent. Amy, did you wanna add on to that? [00:04:34] Amy Hissrich, MA, CAE: Can address this more from the association perspective. So some of the first things that associations would want to think through when they're starting down their sustainability journey is really the why. So are they framing the conversations with their boards as to. Does sustainability align with their mission? Is it part of their mission to embrace sustainable practices? And [00:05:00] the other thing they might wanna think through there is the component of risk and resilience when you're looking at sustainability. So sustainability has three pillars, environmental, social, and economic. But there are real. Potential downstream business risks. So when we look at the World Economic Forum in 2025, they produce a risk report. Two out of the top 10 risks are environmental. So much like Virginia talked about being a convener. Associations are conveners and we. As part of what most associations do, we have conferences, congresses events, an inability to convene because of extreme weather events represents a real and significant business risk for associations. So in addition to some association having a mission mandate, all associations may be impacted and will want to think through the risk and resilience process for sustainability, and then work towards that. [00:06:00] Teri Carden: Well, it sounds like there are some big factors that are coming down the pipe for associations to be making sustainability a massive priority, and it sounds like they know it too. So that's good news. Okay, so onto the next question. What are the biggest challenges, associations and DMO face when implementing sustainability initiatives? Amy, in our early conversations about this, you know, we talked about like millions. You know, are coming and going for education and events and there are monumental challenges that organizations are faced with and you know, how are you coaching around those challenges to the associations and DMOs as they work to implement some of these sustainable strategies and initiatives? [00:06:48] Amy Hissrich, MA, CAE: We're going, again, back to fundamentals first, making sure that we have the upfront conversations with our board so that we know strategically where the alignment is. How far the organization is [00:07:00] prepared to go, because then when you have that buy-in, then you can do a holistic plan that executes against that buy-in. So then you can start to say, we are committed to this work. We're focusing a lot these days on work over words, and so making sure that we then roadmap the actions we want to take. For most associations, their biggest. Impact initiative will be their meeting conference, congress, or event. And so making sure that they are looking at that event as far as the sustainability impact there is likely where they're gonna wanna start. It's also where they can start building those quick wins. So we see a lot of examples of associations really trying to look at, while sustainability has those three pillars, environmental, social, and economic. They often do look at the environmental impact of that meeting as a place to start. It is quantifiable. They can measure their progress. So oftentimes associations will [00:08:00] start there. [00:08:02] Teri Carden: Great. So it sounds like, it is very similar in any area that association is seeking change, right? You've gotta start small, you've gotta do something. And I loved your framework of a work over words, right? You know, actions do speak louder than words. And it sounds like, you know, even educating associations that they need to start the conversation and then do something small is a huge gain and a huge win. And then when they see those analytics or those. Stats come back that they're making change it, it, it can only snowball effect. So, Virginia, how about you? Same question or did you wanna add anything to what Amy mentioned? [00:08:40] Virginie De Visscher: Absolutely. I mean, I think we're so aligned on this one because, you know, fundamentally I think associations and DMO want to be sustainable, but it's how do you translate those good intentions into actual actions? Because at the end of the day, we all face budget concerns. We face data gaps that you mentioned, and stakeholder [00:09:00] alignment. Like how do you get all the partners involved in an event to. Move in the same direction. And we recommend same things as you do from early planning, you know, to start ensuring that sustainability goals are embedded into the process, to partnerships. So please, associations partner with your d os in making this happen and, and transparency. Let's be open about what the goals are and, and what progress we want to see. So very much aligned. [00:09:26] Amy Hissrich, MA, CAE: If, I can, Teri, I'd love to just say that's one of the main reasons I love working with Virginia so much, because when we did, as an example, write
In this episode of Associations NOW Presents, guest host Joanna Pineda of the Associations Thrive podcast chats with Rob Wenger, CEO of Higher Logic, and Amanda DeLuke, senior privacy analyst at Higher Logic. The conversation unpacks Higher Logic's own AI adoption journey, starting in October 2023, and the strategies they used to engage employees with AI tools. Rob and Amanda share practical insights on how associations can begin their AI journey, create policies, and leverage AI tools while prioritizing data privacy. Whether you're just getting started or looking to expand your AI capabilities, this episode offers actionable advice on using AI to enhance operations, improve member engagement, and drive innovation. Check out the video podcast here: https://www.youtube.com/watch?v=JLKUv2GFpUY This episode is sponsored by Higher Logic. Associations NOW Presents is produced by Association Briefings. Transcript Joanna Pineda: [00:00:00] Hey everyone, I'm Joanna Pineda, CEO and Chief Troublemaker at Matrix Group International and host of the Associations Thrive podcast. Each week I interview and association our non profit CEO about their personal journey and the things their organization is doing to thrive. But today, I am thrilled to be a guest host for the ASAE podcast for Associations Now. And I am absolutely honored because I'm going to be interviewing Rob Wenger. CEO of HigherLogic and Amanda DeLuke, Senior Privacy Analyst. We'd like to thank our episode sponsor, HigherLogic, for their support of this podcast. Rob and Amanda, welcome to the show. Rob Wenger: Thank you. It's great to be here. Joanna Pineda: Hey Rob, there's probably two people out there in the universe that don't know HigherLogic, and for those two people, tell us about HigherLogic. Rob Wenger: So our main product is online community. It's a place where associations members can talk to each other, share documents, ask questions, network, all the kinds of good stuff that they might do in person. They do it online 365 days a year. And we also make marketing automation products and a bunch of other different add-ons to it, like volunteer management. Mentor management, a lot of different things that really are geared toward helping associations and their members connect. Joanna Pineda: Amanda, you've got an interesting title. Your title is Senior Privacy Analyst. What is a Senior Privacy Analyst at HgherLogic? Amanda DeLuke: Yeah, so I am definitely someone that works across the company. You know, privacy is really everyone's problem, right? Everyone works together, creating privacy champions. So I actually report to the legal team. I deal with audit and making sure we are compliant for any applicable privacy laws, also working with our sales team and our data processing agreement and working with marketing. So really just collaboration across the company, just to make sure we're staying safe. And we're adhering to any applicable [00:02:00] laws and staying compliant. Well, that's Joanna Pineda: really interesting because today our topic is AI. And Robyn and Vanda, I'm really curious to learn almost two sides of the AI journey at HigherLogic because I bet you're integrating AI into HigherLogic products, but I'm also really curious to learn about your AI journey as a company. Like how do you get people trained up and excited about AI so that now it becomes part of the culture? So what do you want to start with? Rob Wenger: Yeah, so we sort of kicked off our internal AI journey in October 2023. I had this idea and I guess in August, Hey, let's get everyone in the company using AI like for a day, like sort of one of those hackathon type thing. And then report back on what they did that was cool. And so I started kicking this thing off and then the folks in legal and Amanda's team said, Hey, hey, let us. Think about this privacy stuff first. Don't just jump into this. So we spent a little bit of [00:03:00] time putting it together. We ended up doing a whole month. AI October we called it. Joanna Pineda: And this was in 2023. Rob Wenger: 2023, right, so October 2023. And so we spent a bunch of time, Amanda's team spent a bunch of time coming up with sort of the rules of the thing. Like don't just go use any tool and don't put customer data in it and all these kinds of great things. She developed processes and stuff like that. I'll let her talk about that because she knows way more about it than I do, but then we ended up doing it as a full month, and the idea was everyone spend 16 hours in October. Do some stuff, get in the teams of one, two or three, play with these tools and come back and report back. And what we ended up doing is having on Halloween, it was a contest with costumes and with who had the best usage of AI. And so it was a lot of fun, but it was a big journey to get there. And I'll let Amanda talk about that because she did most of the work. I just have the big idea and she made it happen. Amanda DeLuke: Yeah, so it's really important to establish an internal policy and, you [00:04:00] know, it's really kind of putting the guardrails on certain areas. And what I see in legislation is they really focus on balancing innovation and safety. And I think that's what we're kind of doing here too, right? We want to innovate, but we want to do it safely. So putting in place those policies is really important and again, like collaborating with teams on what type of data do we have and what are we holding and what are we okay with as it relates to AI and what type of data goes into AI. And I think Rob, you bring up such a good point because we talk a lot about testing and really getting our hands dirty. And I think that's so important and it's really important because AI is ever evolving, that we're always evolving our policy and evolving how we work internally as well. Joanna Pineda: Well, let's step back here because I'm curious about this and I'll give you a little bit of background. So I was at a luncheon with a bunch of association CEOs and a number of them said, [00:05:00] gosh, we're struggling with AI. What does that mean? And they said, we've asked our staff to use the tools and they're either getting pushback or they're not seeing the fruits of some of this experimentation. And so what would you say to an exec who says, look, I think AI can help my team be more productive, but how do they kick it off? Like, how do you get people comfortable with the tools so that they are seeing the fruits of this amazing technology? Rob Wenger: Couple of thoughts on that. I get some really good advice. Yes. About a year ago from an AI luminary and the gist of it was If you're trying to turn people's daily routine around, that's difficult. It takes time, and it's difficult to get them to start. Once they start, it takes time to get it to work, right? And the advice was start higher up. Start at system level stuff, like get AI. Doing things that don't involve humans yet. I mean, humans, you want them in the loop, but it's sort of like automating things [00:06:00] as opposed to like using ChatGPT every day on your desktop, right? So we really started there looking at all right, we're going to build a data warehouse. It's going to have all this data from around the company in it. And Amanda's part of that as to how we handle the stuff that really is like privacy related or would be data for clients. We don't really put that in there. We put data about clients more, but keeping the privacy stuff working well, but then doing it on top of that to give us sort of answers as opposed to letting a person go into ChatGPT and just. Ask a whole bunch of questions. So starting at that end of the spectrum, you can get a lot more of those kinds of things done. And, and, and I know we're gonna talk about the product later, but that's how we're thinking about the product as well. It's more about automation than it is about what you're used to seeing in JATTPT, for example. We have that functionality. But where we think the real bang for the buck is going to come from is having AIs do a lot of automated type tasks. So we started there. And [00:07:00] then, of course, we do encourage our staff to use these tools. The easiest place for us to start was with our engineers. Some of the reason is because it's way behind the scenes. Like, they don't really touch client data. And they also, products of an AI are Then test it, right? Because that's the whole point of software development. You have to write the software and develop it and test it. And if you have any, I do that work, you know, it's going to be right because it's got to go through that process. And so that is an easy place to start. They're also very technical. It's easy to get them going where it starts to become, you know, more interesting. I'm not gonna say challenging because the uptakes been really good. But when you get into finance or you get into, you know, accounting and some of these other aspects of the business where it's not obvious, How the data is going to be used. You got to be careful, but you can see a lot of gains. So it's been quite a journey. Like I say, we started almost a year and a half ago and it's become something where it is throughout the company. One of the thing we did in that timeframe is we actually appointed, [00:08:00] I call him the AI Czar, his actual title is chief data officer, but Steve was the head of engineering and it seems like we have a bunch of engineers, so it was like, we really need to get AI done right in the company. And so Steve has taken on the role of really shepherding it through and we brought in some now very specific AI tools. One we really like called Glean, which brings in data from across the company and then you can query it just like ChatGPT, but it's all internal to the company. So that's really cool. And so he's been like And been pushing those kinds of things and working with Amanda's team to keep us compliant and to keep us safe. And her recommendat
In this episode of Associations NOW Presents, guest host David Coriale of the Reboot IT podcast sits down with Mark Graham, vice president of Association Solutions at ASAE, and Paul Pomerantz, FACHE, FASAE, managing director of the Association Governance Institute (AGI) and former CEO of the American Society of Anesthesiologists. They discuss AGI’s mission to streamline resources, build a robust content library, and develop educational courses to elevate governance in associations. Topics include CEO-board relationships, executive transitions, board operations, strategic oversight, and governance structures. They also explore assessments for CEOs and boards, the pivotal role of organizational culture, and how technology and cybersecurity play into effective governance. The episode wraps with actionable advice for fostering a healthy governance culture and navigating the evolving needs of associations. Check out the video podcast here: https://www.youtube.com/watch?v=X_0qljegbl4 Associations NOW Presents is produced by Association Briefings. Transcript Dave Coriale 0:03 Hello everyone. I'm Dave Coriale, president of DelCor and host of another podcast, Reboot IT, where we talk about all things technology for the association and 501 C community. Today I am guest hosting this podcast, and I am very excited about our two guests. One of them is Mark Graham, who is the vice president of association solutions at ASAE, at the Center for Association Leadership. And the other is a leader I've been a fan of for a long time, Paul Pomerantz. He has been a CEO of several health and medical associations before this, and he is currently the managing director of the Association Governance Institute. Let's get going. Let's listen in on the conversation. I think there is plenty to gain from hearing what they have to say, and here we are having the conversation I've been looking forward to for weeks now, ever since this was scheduled. Paul, Mark, thank you for taking your time. I know you're both very busy to talk about something that's coming up and very important, the Association Governance Institute, that is one of the main topics. I'm sure we'll weave and bob through a couple others along the way. But like always, I like to start my podcast with what are we talking about? So let's talk a little bit about the Association Government Institute, what it is, etc. Mark, I think you'd be great to lead that part of the conversation. So why don't you give us a little bit of background and where we're headed here? Mark Graham 1:23 Sure. So the Association Governance Institute, AGI, the brainchild of Michelle Mason, wanted to create a brand new home for governance, for associations. ASAE has done a pretty good job at governance, but we wanted to really focus on it and really have a terrific resource library. What we did was we always created, like a brand new organization. Why we called it the Association Governance Institute, although it will be part of your ASAE membership, and what it does, it creates a library of resources that are all focused on just governance. If you search as a website now, and you search governance, you'll get a whole host of content. But what we've done is we really drill down to a bunch of categories of governance, six categories of governance and three to five subcategories of governance, because governance is quite complicated. There's an art and science to it, and we hope to address both of that with the Association Governance Institute. So let me give you a few examples of the categories. The CEO-board relationship. We're talking about. The CEO evaluation, the compensation, the contracts we get into the culture of boards. One of the major responsibilities with board is to hire and manage the CEO. So we have a whole section on executive transitions, operations. We're talking about the soup and nuts of how boards operate. We have tons of content and sub content on all these topics to round it out. We have strategy and oversight and structure, so we've really used a lot of our advisory committees of CEOs and consultants to help us devise this whole new institute and how to organize all the content. That's the content part of it. But we're also including new tools with AGI and new educational courses. Paul and I have always joked, this is like creating a brand new organization. We started last January, and we're ready to launch next month. Paul Pomerantz 3:06 Really exciting stuff. And just to add to this part of the thinking behind this, especially as this was first being developed by Michelle and myself and some conversations. The idea was twofold. One, ASAE has a lot of resources, but they're in different places, so the idea is bring it together and really emphasize it, shine a spotlight on it, and make it easier to find, more accessible, and then give it a place to grow. So we already have a great set of tool kits. But what's missing? What needs to be developed? What other tools can we develop? So this will provide that kind of focal point for it. The other thing is that you think about the CEO job, and CEO is successful, if his governance is successful, if the CEO and the board are working in unison, they're aligned, goals are clear, resources are being allocated according to the goals and the plan of the organization, then you have a healthy organization and it functions. Things break down when governance doesn't work. And so in our view, job one for a CEO is to make sure that governing process works; that there's communication; there's transparency; there's clarity. All those types of things. And part of our goal is to really support the CEO in carrying out that part of their position, the CEO and the staff team in other industries. corporate setting. You have the National Association of Corporate Directors in the healthcare setting. You have other governance resources. Associations do not have that kind of focus, and we're bringing that kind of focus to it. Mark Graham 4:43 Yeah. And as Paul says, this is a starting point. In January, this thing will continue to evolve and grow with the help of our advisory committees. Paul has been instrumental, my partner in crime, if you will. He's a bright star when it comes to governance knowledge. So he's helped guide this thing from the very beginning. Dave Coriale 5:01 No better guide out there. So I do have a question. You mentioned content. Two questions. One's about content. You mentioned that you've gone through and you've curated the content. So this sounds like it's new content, and probably a mix of some existing content. And so I want to hear a little bit more about that, as well as the assessments that you mentioned. What type of assessments would one find in the AGI? Mark Graham 5:23 Sure. So the content is divided into a couple of different categories. You have a lot of opinion and articles thought leadership on best practice and governance and all those categories that I just mentioned. We also have how-tos, checklists and case studies. These are all tools you can give people to help them do better. In governance, I'll focus on maybe one area: executive transitions. There is a lot of guidance. We've been talking about CEO succession for decades and how to improve it. So we've gone through and curated all the best articles on CEO succession. We provide some checklists on CEO succession. For instance, very sadly, sometimes there may be an abrupt departure of a CEO. They may be terminated, they may quit. Sadly, may even pass away. We have checklists of what you should do, and each one of those instances, executive transition also involves a CEO contract. So we have whole sections on contracts from the board's perspective and the CEO's perspective, what to look for, what to negotiate, what's important, what you really focus in on? And of course, there is compensation. We have lots of tools and compensation philosophy. We even have a whole practice built around helping organizations determine the right compensation for their CEO. So that's just one of those areas that we really drill down and focus in on. The content. So we provide the opinions, the articles, the how tos, the checklists. We do this for every single one of the categories. Like in financial management, we have 20 questions a new board member should be asking about the financial situation of an organization. This is good for someone who's maybe new to governance and doesn't know what they're doing. So it's a good primer. We could talk about all the content, almost this entire podcast, who does just so much of it, governance. I went into this knowing a little bit about governance, and now I think I'm almost an expert, almost nearly half as smart as Paul, because there's so much to governance, the science of it, there's so much to it. And where people mainly get tripped up is the art of governance. And so we hope to be taken care of the whole package. Paul Pomerantz 7:22 I couldn't agree more. And one of the great areas of content that we're really proud of, and we go through everything like Mark says: legal, roles and responsibilities, all these things. But one of the areas I'm very proud of is the board selection and development piece. And this is the area where Mark Engel and some other folks have been leaders in this area and have really created publications and tools. Well, all those are going to be curated into this website. So the whole idea of, how do you evaluate board trends and board needs? How do you recruit for a board house is an optimal leadership development process? How do you orient and train and own board members? How do you evaluate their performance? All those kinds of really rich tools that haven't been easy to locate will be part of our resource center. Dave Coriale 8:13 And I think that's a critical piece. You just pulled out the easy to locate, right? So the ease of use of this resource center, and especially if it's being redesign
In this episode of Associations NOW Presents, guest hosts Steven Stout, CAE, FASAE, and Katy Markert from Better By Association lead a timely discussion with Mary Kate Cunningham, CAE, Chief Public and Governance Officer at ASAE, and Jarrod Clabaugh, CAE, President and CEO of the Ohio Society of Association Professionals. They explore the potential impacts of upcoming tax reforms on associations and nonprofits, including the expiration of the 2017 Jobs Act provisions and new threats under UBIT. The conversation emphasizes the critical role of coalition-building, advocacy, and grassroots efforts to protect the sector. They also discuss strategies for engaging lawmakers and preview ASAE's upcoming fly-in event, focused on lobbying against adverse tax policies. Check out the video podcast here: https://youtu.be/3gSTzeScv7Q Associations NOW Presents is produced by Association Briefings. Transcript Steven Stout 0:04 Welcome everyone to Associations NOW Presents, an original podcast produced by the American Society of Association Executives. Today, sitting in front of the mic is myself, Steven Stout with the Texas Society of Association Executives, alongside my colleague and friend Katy Markert, who will be serving as your guest co-hosts for today's episode. Katy Markert 0:22 Hi everyone. I'm Katy Markert, also with TSAE, and we are so thrilled to be here with you today. Usually, Steven and I are on our own podcast, as he mentioned, Better by Association, produced by TSAE. And on our podcast, we refer to our listeners as "100-Percenters," because, as you probably know, association executives give 100% of themselves all the time. So you might hear us refer to that today. And I want everyone to know. Steven Stout 0:49 Absolutely. So all those listeners hearing us for the first time, welcome to the 100- Percenter family. And for those who found us here from our other podcast, welcome back. Katy Markert 0:58 Welcome back. Normally, I know we're used to speaking to what we think is just Texans, but I'm really excited that this is a national stage Steven. Steven Stout 1:07 Agreed. We sometimes have listeners in Australia, China and the Netherlands. So being here makes total sense. Were you nervous about being here today Katy? Katy Markert 1:16 What's funny is I wasn't until I heard that we were going to be on camera, and then all of a sudden, I got a little bit nervous, but usually we don't do that, but I don't mind. I'm just pretending that's not happening. And I don't know. I think after this, we've completed two seasons of our podcast, and I think I started off a little more nervous, but the more we've done in it, the more I realized we just have really great conversations, and I always learn something. And it's really lowered that kind of nervousness level for me. I really don't think about it too much, but what about you? I don't know. I'm starting. I'm getting the vibe that maybe you're you feel opposite. Steven Stout 1:51 Yeah, I was a little nervous. No, to be honest with you, I changed my shirt three times. I did the teenager thing in the closet, like I went through things and was like, "I have nothing to wear. I hate all my clothes." I was nervous. But now we think you said we've done this so much that it it feels like home when we get to do stuff like this. But the point of all this is that we are happy to be with you today, and thanks for having us. Katy Markert 2:11 Yes, absolutely. Now, Steven, we are recording this the second week of December, right before the holidays in 2024 and we all just came out of Thanksgiving with our families and loved ones. Yes, and typically, at Thanksgiving, I just, I love my family. I just want to say that about how to say there is that one question that I get a little nervous is going to come up. Do you know the question I'm talking about? Steven Stout 2:37 Why can't you be more like your sister, Sharon? Is that the one? Katy Markert 2:43 It probably should be. But no, the question I'm thinking of has a lot more to do with politics, as we know should never bring that up in the holidays, and in particular this year, I was worried about the who did you vote for question? Steven Stout 2:55 Oh yeah, that is a sticky one at family gatherings. Katy Markert 2:58 It can be now, perhaps we can sidestep that question here, but there are some more important issues tied to politics that we should all be keeping a close eye on in the association space, no matter who you voted for. Steven Stout 3:10 That's right. And today we are diving into one of those topics, and that is tax reform. Katy Markert 3:15 That's right. And luckily, we get to ask the questions and not answer them, because this is actually going to be complex in 2025 today, we are speaking with Mary Kate Cunningham, CAE, Chief Public and Governance Officer with ASAE. Steven Stout 3:29 Alongside my colleague and bestie from Ohio, Jared Clabaugh, CAE, president and CEO with the Ohio Society of Association Professionals. Welcome guys. Mary Kate Cunningham 3:40 Thanks for having us. Steven Stout 3:41 Yeah, thanks for joining us today as we guest co host this podcast. Now, on our podcast, we always ask the same question to our guests, and we're taking the opportunity the same here. So our first question, it's an easy one, I promise. What is your fall-in story? How did you fall into the industry? As we all know, a lot of us did not go to school for this. We found this industry and fell in love with it and stayed so we'd love to hear your fallen stories and how you came across our space. Mary Kate Cunningham 4:07 I can share that I worked on the Hill, and then I was at a think tank and struggling with kind of the lack of action sometimes that you have at think tanks. And my roommate from college, Beth Palmisano, worked in marketing at ASAE, and that is how I found ASAE, 12 and a half years ago. Steven Stout 4:22 Oh my gosh, wow. So you have your college roommate to thank for all this. Mary Kate Cunningham 4:26 Absolutely, yes. Steven Stout 4:27 I'm not sure I've ever thanked my college roommate for anything. So that's nice that your college roommate did something nice for you. And Jared, what about you? Jarrod Clabaugh 4:34 A buddy of mine actually worked for a newspaper here in Columbus, and he heard about a job offering with the Ohio Restaurant Association. They were looking for a communications director. In my life, I've only eaten in restaurants, never worked in one. So I thought, "What could I bring to that role? "And another college friend said to me, it's basically a PR job for an association, and that was almost 15 years ago, and that led to service on the Ohio Society of Association Professionals board, which led to me running the show here nine years later. Steven Stout 5:07 So you both have your college roommates to thank for your introduction to the space. Jarrod Clabaugh 5:11 Mine is a fellow RA and I'm not sure if he made the offer to help me out or to just give me a different perspective on going from real estate to something as sexy and as exciting as association management. Katy Markert 5:24 That's wonderful. We love that you guys made it into this industry, and we get to talk to you today. Now that we've got the softball question out of the way, it's time to get into what we're here to talk about. I just want to dive right in. So how will the expiration of the 2017 Jobs Act provision impact associations, particularly concerning UBIT compliance and potential new tax liabilities. Steven Stout 5:48 A real soft want to get us started. Jarrod Clabaugh 5:50 Yeah, speaking of those sexy questions, yeah. Katy Markert 5:55 Mary Kate, can you kick us off? Mary Kate Cunningham 5:57 Sure, yeah. So I'm happy to talk about how much is at stake next year and why associations need to be at the table. There are a few bills that have major provisions that are expiring and well, the tax cuts and Jobs Act is one of them. There is, let's see, almost 10 trillion in proposed policies on the table, but there are a huge number of tax exemptions that are expiring at the end of next year. So that's why Congress has to act. We say Congress only acts when there's a deadline, and sometimes not even when there's a deadline, and this is going to be next year, the Super Bowl of tax there is the individual rates and the corporate rates that may change. And Congress is looking for a lot of revenue, and they're looking in every sector and profession, and that's why we're really concerned about the assistance community and not being a pay for this type of legislation. Steven Stout 6:47 And then why did they suddenly start focusing on associations, or the 501, C community? I should say Mary Kate Cunningham 6:54 So, there was two tax policy reports that came out in the summer, one from the Tax Foundation and one from Cato, and they are listing out all the different ways that associations are exempt, and they're advocating for taxing the entire 501, C community at the corporate rate. So it is really concerning. One is Tax Foundation, and one is from Cato, and we knew we were going to be prepared for a tax site next year, along with everyone else, but we didn't know that we were going to be specifically targeted to really have all non donation revenue be taxed at the corporate rate, which is right now, 21% that could change. So it's probably the biggest threat to associations in 30 years. Jarrod Clabaugh 7:37 There's also a threat, possibly, to what it could look like in regard to endowments, some of the lawmakers have mentioned that endowment should be taxed at the 35% rate as well, and that would obviously impact a lot of nonprofit organizations. Mary Kate Cunningham 7:51 Absolutely Steven Stout 7:53 Jared you as a state group, you see this as a concern for you as well, obviously. Jarrod Clabaugh 7:58 We do, and we're trying
In this episode of Associations NOW Presents, guest host KiKi L'Italien, host of Association Chat, leads a conversation with award-winning leaders Lori Anderson, President and CEO of the International Sign Association, and Debra BenAvram, CEO of the Association for the Advancement of Blood and Biotherapies. The conversation delves into authentic leadership, highlighting the importance of amplifying women’s voices and fostering community within the association world. Lori and Debra share their personal leadership journeys, reflecting on pivotal moments, influential mentors, and the lessons they’ve learned along the way. Topics include overcoming challenges, the value of mentorship and peer networks, and the significance of foresight in navigating leadership complexities. They also discuss strategies for maintaining personal growth and resilience, with practical insights on mindfulness and intentional time management. Check out the video podcast here: https://youtu.be/bhWVK64OpzQ?feature=shared Associations NOW Presents is produced by Association Briefings. Transcript KiKi L'Italien 00:00 Welcome to the Associations NOW Presents podcast, I'm your guest host, KiKi L'Italien, and if you're thinking, "Hey, I know that name or I know that voice," you're right. It's because you usually hear me over at Association Chat. But today, I'm excited to be hosting this special episode of Associations NOW Presents, because we're continuing this powerful conversation that really started at what's called ASAE's The Exchange. And this is a women's leadership event that is really special, and our focus today to continue on this discussion is authentic leadership. We're talking about authentic leadership, the power of women's voices, and how we can build a supportive community in the association space. So joining me are two inspiring, award winning leaders, Lori Anderson, President and CEO of the International Sign Association, and Debra BenAvram, CEO of Association for the Advancement of Blood and Biotherapies. So I want to just do this, and start out at the very start, to just say congratulations, because, as I understand it, even though you've both won awards before, you have just recently been recognized, Lori as 2025 Trade Association Executive of the Year, and Debra, you were recognized as a 2025 Professional Society Association Executive of the Year. Congratulations to both of you. 01:33 Thank you so much KiKi L'Italien 01:34 Yes, it's really amazing to be here. And I have to say, I have followed your work for many years and watched you in this space, recognized leaders. And so what I thought we could do today is just start off by talking about your personal journeys into leadership, because I know that each path is unique. Definitely in the association industry, there can be many different ways that we get to where we are, but I'm sure that there are shared experiences that have shaped both of you. So I thought what we would do is maybe start with what inspired you to step into these leadership roles. So were there pivotal moments or mentors who helped guide you along the way? So Debra, I'm starting with you. What about it? What made you decide to step into this leadership role in the first place? Debra BenAvram 02:25 Thanks you so much, KiKi. I would love to tell you that I had this grand plan from the age of five to become a leader and to do it by this age and set all those goals. That's really never been my style. So when I was thinking about what sort of led me to this moment, I think what I might have been was not savvy enough to realize that I wasn't supposed to ask questions or ask permission, and just always threw myself into opportunities. My last organization, when there was a clear need for a new strategic plan or a new area that we needed staff leadership in, I raised my hand and but I did that by doing it, and I think that, for better or worse, led me to have lots of different experiences that I didn't know maybe I wasn't supposed to have or be asking for. And when the CEO role opened up at that organization, I had this out-of-body moment where the board was telling me that the position was now open, and I said, "I'm right here. Why don't you put me in that role?" And that was not particularly characteristic of me, but it is what ended up happening. I applied for the role and took it, and what inspired me was that I saw I could be the change. I saw what change could be. I saw what possibilities were. And I love the power of associations and bringing people together. And I think we do that with our staff, and we do that with our volunteers and our members. I just love that. It was really inspired. And I wanted the opportunity to do more, to keep throwing my hat in and keep bringing that forward and growing the business and growing the value that we were delivering to our members. And I loved what I did there, and I got to, now, get to do that at a different organization, in terms of what maybe mentors or who inspire me. A pivotal moment for me in terms of putting myself around the right colleagues was at an ASAE Annual Meeting shortly after I became CEO. So this is going back long time and Arlene Pietranton and the late John Graham led a round table for young CEOs—because I used to be a young CEO—and there were not so many of us at that time, but we sat around this table, and I got to see not only meet colleagues, some of whom today are among my very best friends, both within the association, community and personally. But I got to see what it looked like to be a giving colleague and to be around colleagues like Arlene and John, who were just freely sharing their experiences that moment in time which I can see in my head as I'm telling you this story that led me to recognize I needed to get into peer groups because I was reinventing wheels, and I was alone. No matter what level of leader you are, you're alone in some way, shape or form. And very quickly, I got myself into a few different peer groups and tried them out. And some fit, some didn't. And I learned how to build a community, a kitchen cabinet of people that I could learn from that were similar to me, that were different from me, that had more experience or less experience than me. And that gift, really, that got from what I learned from ASAE colleagues—whether I did that within the framework of ASAE or not—that is what I really credit the rest of my career journey to this day is being in this community and building peer networks within it that I can learn from with, be vulnerable with and learn from each other's experiences. KiKi L'Italien 06:16 When you are talking about that, it resonates so much, because I think, what if we didn't have some of these important connections that we had made? And it really is, you can get so much further when you have those relationships in place, and you can ask the questions and get the information that you need, or make the connections that you need to in order to advance. How about you, Lori? What about for you? What was your story? Lori Anderson 06:43 That's a has some similarities to Debra, when my very first career was a teacher. And I knew I didn't want to do that forever. And I quit without any plan, and that was terrifying. So I look back at the things that have helped me grow. It's that I do things that are scary, but I ask for help, and asking for help is critical. I found a career coach because I literally had no idea what I wanted to do, and I remember the restaurant we were in. I remember the table we were in, and he asked me a pivotal question that changed my life. And the question was, "What gets you hot? What gets you mad? What gets you boiling?" And at the time, it had to do with politics, whoever was in office at the time. And he said, "Why don't you do something there?" And I went, "I can't do that. I'm a former music teacher." And he goes, "Why not?" And it got me thinking, why not. And it took me nine months to convince a member of Congress to hire a former music teacher. And it was scary. Those nine months I didn't have a job, and all of a sudden I was in a position of doing something that I was just really passionate about, and people would be coming and lobbying me. And I thought maybe I could do that. So then I started looking at getting a lobbying job, and I happened to land in an association where the Vice President of Government Relations was also involved in music. So there was this music connection, I think he sang for the Kennedy Center Choir or something like that. And his wife was a music teacher, so we had that weird connection right away. And he was such a mentor, and he threw me into like Deb, gave me challenges, and just saw what was in me, that I wasn't just a former music teacher, right? I had a lot to offer, and he kept challenging me and giving me assignments that I thought I could never do, but he also encouraged me to join, and in this particular association, there was no other member of ASAE, and it was a large Association, and I joined ASAE, I joined Women in Government Relations. I joined WGR Toastmasters. I honed my speaking abilities, and those connections got me where I am. In fact, the recruiter who called me for my current position knew I was looking through WGR Toastmasters, and she recommended to the recruiter to call me. It's all about connections. It's all about finding people. And when I started at ISA, I needed new connections. I wasn't really in government affairs anymore. I was in a leadership role. I joined CEO groups. Debra and I met in a CEO group, and then we ended up on the as a board together at the same time. And so our leadership paths followed. That the importance of reaching out and connecting to other folks. And even now, there's not a question I get. What do I do with this particular problem? You have a group of people, groups of people who can help answer the question, and that's the beauty of associations, because everyone's willing
In this episode of Associations NOW Presents, guest host Lowell Aplebaum, EdD, FASAE, CAE, CPF, from Association Rockstars, continues the conversation on workforce development in the association space. He speaks with Eduardo Arabu, CEO of the National Hispanic Corporate Council, and Justin Bradley Reyes, membership manager at the Latino Corporate Directors Association. They discuss the importance of creating safe, inclusive spaces, the value of mentorship and sponsorship, and the role of proactive networking in fostering equitable professional growth through associations. Check out the video podcast here: https://youtu.be/dRs0LFsHltE This episode is sponsored by Visit Omaha. Associations NOW Presents is produced by Association Briefings. Transcript Lowell Aplebaum 0:03 Greetings everyone. Welcome to episode three of Associations NOW Presents, an original podcast series from the American Society of Association Executives. It's my pleasure to be with you. My name is Lowell Aplebaum. Typically, you'll catch me as host of Association Rockstars. It is my pleasure and my honor to be the host of this episode today, which is a part two, as we look into workforce development as our theme. We'd like to thank our episode sponsor Visit Omaha for their support of this podcast. And if you've not yet listened to part one of this two part series on workforce development, we'll be right here. Lowell Aplebaum 0:39 So go on, take a listen and come on back for our conversation today. And we are excited to have two wise, wise individuals from our community for our conversation today. For each of you all, just give a brief introduction, a sentence about certainly your name and your organization, but I'd love for to hear each of you introduce yourselves, if you will, with a little bit about your own professional journey, right? So we think about workforce development, what developed you in the workforce? And today's conversation is going to have a large focus on network and community and relationships. So feel free to put into your own journey story, any critical relationships that were really important to your own journey along the way. And so let's first start Eduardo Arabu is the CEO the National Hispanic Corporate Council and the Latino DEI Collective. Eduardo. You want to tell us a little bit about yourself and your own journey? Eduardo Arabu 1:38 Yes, absolutely. Thank you Lowell for that wonderful introduction. I'm thrilled to be here and be a part of this conversation with my colleague Justin Reyes as well. A little bit about myself. Yes, I am the CEO at the National Hispanic Corporate Council, that organization focused on helping Fortune companies on their competitiveness and corporate performance around workplace and marketplace strategy. And so we work with major Fortune 1000 companies are under Hispanic and Latino strategy for talent, customer, supplier, community relations and their employee resource group as well. The Latino DEI Collective focuses on amplifying, cultivating and elevating Latino DEI practitioner. So Chief Diversity Officer, Vice President of Diversity Equity and Inclusion, not only in Fortune company, but government, nonprofit, sports and many other sectors as well. I'm based in Chicago. My background is Venezuelan. I consider myself bicultural. So was born in Venezuela, but grew up in Chicago, Illinois. I spent about seven years in Washington, D.C., as well. I think my career trajectory to where I'm at is a little bit unorthodox. Many of you in the association space, we didn't sign up for it. We were voluntold to put you into it, and here we are. My background consisted of corporate functions, HR and government affairs, public policy. I have my time in Washington, D.C., and so more of a business public policy background also works in sports and Government Affairs and many other functions as well. One unique opportunity that I had was to complete a fellowship with the Congressional Hispanic Leadership Institute, where I had a chance to go to Washington, D.C., working corporate affairs and government affairs as well. As we mentioned, relationship, the executive director of the Congressional Hispanic Leadership Institute, when I did my fellowship forward several years, was the executive director at the National Hispanic Corporate Council. So we're emphasizing on relationship. My time as a fellow in that program, go on to go to work in force and go to pursue a Master's Degree in Public Policy at Carnegie Mellon. End up back in Washington, D.C., and I get a phone call from then executive director at CHLI now executive director at NHCC, and he taught me to be the number two person, right hand person to support the National Hispanic Corporate Council. Five years later, the board promoted me to Executive Director, then CEO, and ever since then, been looking for ways to contribute, collaborate, into the association sector and give, take, learn, connect, learn, all those wonderful opportunities as well. Lowell Aplebaum 4:21 Excellent. Thank you. And our second, no less distinguished, wise thought leader for today. Justin Bradley Reyes, is the membership manager for Latinos Corporate Directors Association. Justin, why don't you tell us a little bit about your journey? Justin Bradley Reyes 4:36 How do you Lowell or Hola, as I'm trying to implement into my vocabulary, especially in the tune of Hispanic Heritage Month. But as you mentioned, my name is Justin Bradley Reyes. I'm the membership manager at the Latino Corporate Directors Association, and have been privileged to hold this role within LCDA over the last couple of years, almost three years and everything membership, managing membership, recruiting Latino talent, developing our regional networking, engagement with our members in the field, and just ultimately, just empowering members to utilize the resources the network, the people at LCDA, to amplify their journey to corporate board. A little bit about LCDA before I dive into myself. LCDA has been fully functional for about 10 years, and the mission of the organization is to create a pipeline for Latino talent, Latino executives, the creme de la creme of corporate America into serving on corporate boards. There's a ton of data out there. Feel free to visit latinocorporatedirectors.org. But just a little snippet is the fact of the matter is with the US population of Latinos, at about 20% of the US population. Latino representation on corporate boards, specifically within Fortune 1000 companies, is at about 5% and so our mission is typically to create a pipeline so that we can reach parity and ultimately support corporate organizations to create a network where they may not have a Latino executive in hopes to elevate the deep pool of Latino talent that does exist, unfortunately they may not have the network to get to that point again as a membership manager, day in, day out, it's been a privilege to be a part of an ecosystem of highly accomplished Latinos, first NASA astronaut and later director of NASA, Dr Ellen Ochoa, a powerhouse attorney, Roel Campos. You have individuals like Marty Chavez who are on the alphabet board. It's just phenomenal that I have the chance to work in support of these individuals. Although I'm not a corporate America expert, through my role as a membership manager, I'm able to contribute to the machine that is LCDA. Now, over the last nine years, I've made a career in association management, or as I tell some folks, I'm in the acronym business. So whether it's the national association home builders, NHB, ABC, NASDA, now, LCDA, I've had the opportunity to be a part of something much larger than who I am. It allows me to scale the impact of my work beyond where I call home, and it's really because I have an inborn fondness for associations that merge public and private partnerships to uncover solutions for whatever industry that they serve. And so that's just been a phenomenal journey, and it all started with an organization called NASDA, National Association of State Departments of Agriculture shortly after graduating from college, with the intention to teach in the classroom, which I did. But just before that, I had a brief sit in DC where I had the opportunity to attend congressional meetings and just interact with these senior policy officials around agriculture. A few months before that, I was working in the fields of South Texas wearing boots and jeans and a cowboy hat and just working my butt off, just lots of manual labor, and then shifting to a setting with suits and policy, it just really transformed my outlook in life and expanded the horizon that I have in terms of what can I do, not just in education, but professionally. And it was so infectious that two years later, I decided, let's make this a full time gig. So after working two years in the classroom, started with NHB, and been all downhill since then. I am Latino, a Mexican-American distend. But of course, being from Texas, being proud Texan, I am Tejano, which for the audience, if you don't know what that is, it's an individual of Mexican-American descent, born in Texas. So thought to be a little extra there. But anyway, small town in Texas. My family is multi-generational American but really the back load of my family is we're ranchers, we're farmers, we're cowboys, and so it was really a great to be a part of that. But again, fast forward today. I now call Charlotte, North Carolina home with my wife, a government affairs professional with Lowe's, who used to be a trade association professional, as well as my niece Raylene, and, of course, my two fur babies, Bailey and Begonia. Lowell Aplebaum 9:12 Thank you. In both of your journeys, there is this aspect and this element of network and community. And so as we're thinking about workforce development, I want to talk about that for a little bit. I want to talk about from two or three angles. So the first let's talk about for the responsibil
In this episode of Associations NOW Presents, guest host Lowell Aplebaum, EdD, FASAE, CAE, CPF, from Association Rockstars, leads a conversation with Haley Jones, director of member engagement at the American Staffing Association, and Joe Lindhal, CEO of Mission MSA. Together, they explore the evolving landscape of workforce development in the association sector, discussing the influence of AI, the importance of adaptability, and the critical role of diversity, equity, and inclusion (DEI). The conversation highlights how DEI drives organizational success, urging associations to lead by example, embrace inclusive practices, and nurture a culture of acceptance and continuous learning. Check out the video podcast here: https://www.youtube.com/watch?v=vwM9JWpnOWM This episode is sponsored by Visit Omaha. Transcript Lowell Aplebaum 00:05 Welcome everybody to episode two of Associations NOW Presents, an original podcast series from the American Society of Association Executives. And we'd like to thank our episode sponsor today Visit Omaha for the support of this podcast. My name is Lowell Aplebaum. I'm the CEO of Vista Cova, typically hosting the Association Rockstars podcast, but really excited and overjoyed to have the opportunity today to facilitate a meaningful conversation around workforce development with two brilliant minds in our community. And rather than read a speaker bio, which probably would not have you still tuning in, we're going to have the opportunity to hear a little bit about the own professional journey from our two panelists today. So for each of you, I'll ask you one at a time, if you could please tell us a little bit about who you are and where you work, as we're thinking about workforce development and professional journeys that have led you to places of the association community. Tell us a little bit about your journey. Haley, do you want to go first? Haley Jones 01:07 Sure. So I'm Haley Jones. I'm the director of member engagement at the American staffing Association in Alexandria, Virginia. I spent my entire career in the association space, but I got started through being placed at my first association from a staffing firm, ironically, X amount of years later, so I don't necessarily age myself. I now work at the trade association that represents the person who was once a member who got me into associations to begin with. I started in associations through member care, was answering the 800 line processing applications. Moved into the membership department. I spent the first half of my career in membership. The latter half has been in governance and volunteer management, leadership development. And then the last almost five years now has been also in the DEI space. I oversee a team of four people who run all of the, basically eight of the nine engagement programs that ASA has. My main focus is our DEI initiatives. I think where I've gotten to where I'm at now, I attribute a lot of it to being a DELP Scholar. I'm in the 2019 to 2021 class, and got access to mentoring and executive coaching and just education opportunities that I ordinarily wouldn't have thanks to Visit Detroit that sponsored everything, and that was a turning point for me and my career and finding my voice and just putting me in a leadership position, where I still work on this now, but where people see me as a leader and I also finally see myself as one too. Lowell Aplebaum 02:48 I love that. Hopefully, as we were able to go into a discussion around workforce development, that sort of transformational journey from an employee to a profession to a leader, hopefully we can dig in a little more on those stages as well as we think about that, Joe, please. Joe Lindhal 03:03 Yeah, so I'm Joe Lindahl. I serve as the CEO for Mission MSA, which is a nonprofit organization for patient advocates and research around multiple system atrophy, which is a rare neurodegenerative disease closely aligned with Parkinson's, but has the size and progression of it. I am with MCI USA, which is a management company, so I think I share many similar stories and journey as Haley. I was placed through a temp staff firm with the Association Management Center right after I graduated with a degree in journalism from DePaul. Go Blue Demons! In front of the recession where newspapers were failing, no one wanted to read or at least pay for it. The whole industry was turned upside down. So I was placed in this firm and I ended up really loving the world. This, I think, is a very common story for us, association professionals. Starting in marketing, really, after the first two years of more operations and governance, moved out to DC, where I got to work for the Child Life Council, and then also worked at the American Staffing Association, where Haley is now, where I had my "association, full circle moment." Like, I get to support an industry that really has done so much for me to where I am now. And then I moved back to Chicago, worked for AMC again, serving as a senior ops for specialty nursing groups, and eventually as an executive director and to where I am now. So it has been a rapid journey. You open your eyes and like, oh my gosh, what has happened? But it's been a lot of fun, and I'm really excited to talk about the workforce journey and workforce development. Lowell Aplebaum 04:43 I hope that you will continue, both of you, to insert sort of personal reflections of your own stages of your professional progression as we talk about the larger workforce development. What's interesting, I think about both of your backgrounds - besides, it's amazing that both of you found sssociations by being placed in them; I'd be interested in a research study of what that percentage looks like as we now go into a discussion on workforce development - there's really a duality that we're discussing. One is the place of workforce development within the association community itself, and then the larger societal challenges or opportunities of workforce development across many industries. And I imagine from an American Staffing Association, you're looking many different lenses. We all, of course, are well matched in the association industry. So I welcome either of those paths that you want to explore with the top I'll start thinking broad, which is just as you think about workforce development in general, from what you've experienced and from your insights, what trends do you see? What would you identify as some of the big markers of challenge, opportunity or the way things are go? Haley, do you want to go first? Haley Jones 05:52 Yeah, so this is something we do talk about a lot with our members, and especially in hearing what they're seeing as they're putting people to work, and one of the biggest ones is probably the emergence of AI and the fact that people really need to learn it. And there are people who think that AI is going to remove other people from the workforce, and then that probably will happen in some instances. But there's also a way to use AI as more of a partner and not much for a replacement to your responsibilities, and being able to learn how to use it to help with maybe administrative tasks. Or several of us have used it for writer's block, and then going back in and using it to going through it with a to read, for comprehension, to make sure that what it does dump out is, one it's accurate, or you make it accurate, and also that it makes sense. But it gives you the opportunity, if you are using it, to be able to focus on higher level work and higher value things. But I just had a conversation about two weeks ago about this, where everyone's starting to learn AI now. I had an owner the other day say, "I'm going to become obsolete. So I'm learning how to do all of this now." He's, I think, in his 60s, and has been in the business for over 30 years, but is also trying to keep his business relevant. It's just been interesting to see the different facets of it. There's also a bias issue when it comes to AI that we can get into later, but because that definitely can hurt minority communities in certain ways. But yeah, we've been talking a lot about AI and just also really upskilling to learn that or learn other skills to help further your career. Lowell Aplebaum 07:34 Joe? Joe Lindhal 07:35 The general workforce piece, I think some of the trends that when we look for talent, at least from an employer standpoint, is, we are looking for a kind of willingness to adapt, having some comfortability with technology. And how we operate as a workplace is we are almost completely remote, so our team is everywhere. There has to be the level of comfort of having these video conversations, having to use SharePoint, how to do video calls, how to be comfortable doing some of these things that are really important. And from piggybacking on what Haley's saying is as small staff especially, AI presents a lot of opportunity. I think it's not going to replace a lot of what we do yet individually, but it certainly can act as an accelerator or simplifier in a lot of our processes. For example, we have a support line that is open where you can speak with a social worker if you have any questions about your diagnosis. No one really generally knows about multiple system atrophy until they have to know about multiple system atrophy. And in that context, you're dealing with folks that want everything they want to literally swallow the ocean, and it's a really hard thing to do. And so what we do have a social worker that's available to talk on the phone answer emails, but we're exploring like we know what the common questions are. We know where people need to go to where can I find a movement disorder specialist? Where can I find a clinical trial? How do I manage my symptoms? We can create a chatbot based on our documents that will answer 75 to 90% of those questions immediately. Our helpline is only open from nine to five, but we deal with a global audi
In our inaugural episode, recorded live at the ASAE Annual Meeting and Exposition in Cleveland, we hand over the hosting duties to Kiki L'Italien, host of Association Chat. Kiki engages in a lively discussion with Virginie De Visscher, executive director of business events for Destination Canada, on the crucial topic of sustainability in events. Together, they explore how sustainability spans environmental, sociocultural, and economic dimensions, advocating for a holistic approach. Virginie provides inspiring examples from Canada, including innovations like green roofs, urban beehives, and local food initiatives, underscoring the importance of incorporating cultural elements to enhance event experiences. This episode is sponsored by Destination Canada. Associations NOW Presents is produced by Association Briefings. Transcript Michelle Mason 00:04 From ASAE, this is Associations NOW Presents, a podcast for association professionals tackling issues and challenges that affect our community. I'm Michelle Mason, CEO of ASAE. We hope you enjoythis episode. Now, let's tune in and hear what the experts are discussing. Kiki L'Italien 00:22 All right, we are live. Do you hear this background noise? We are live at ASAE annual, at the Super Bowl of meetings in Cleveland, Ohio. I am Kiki L'Italien, and I am guest hosting the inaugural podcast episode of ASAE's new podcast. I usually host a podcast over Association Chat. I got a chance to jump over here. And with me is our inaugural podcast guest Virginie De Visscher 00:53 Virginie De Visscher. Kiki L'Italien 00:54 I wish you could say that as well as you do. With the last name, L'Italien, and you think I'd be better at this. But anyway, I'm so glad that we're here. I'm so glad that we're talking and I saw you on stage today, and can I just say you were fantastic. It looked like you were like born to do this. You just dominated the stage. You were radiant. Virginie De Visscher 01:17 I think I was inspired by who we were introducing, Amanda Gorman. Kiki L'Italien 01:21 I know. Weren’t we all? Amanda Gorman is not just inspirational. I do believe she's a magical being. I You though, let me tell you, you had an important message, and Team Canada has an important message. That's why you're here. Let's talk about the keyword sustainability, sustainability. We could say it together, sustainability. So I'm super excited to talk to you because for several reasons. One is because I love Canada, but the other is because this is the inaugural episode, inaugural episode of the first ASAE podcast, and they're launching it here. This is supposed to be somewhat of a different format than all of the rest. We get to be the lucky ones. And I'm looking at this list of questions, but all I can do is stare across at you right now and see that you're beaming. You're radiating. I saw you on stage this morning with Amanda Gorman also sharing the stage opening keynote. And you're up there and you're talking about sustainability and being maybe when people hear the word sustainability, they don't think of it as being particularly exciting. But at the same time, a lot of travel here was disrupted because of harsh climate conditions, right? We had these horrible storms. People had a hard time getting to ASAE Annual. Interesting that one of the big features that you're talking about for Canada is Destination Canada is doing some amazing things with sustainability. So I want to go into that. I want to open with that and talk about the fact that it is a really important topic. It is something that I think more and more event planners are finding to be increasingly important for the way that they decide where they're going to post their meetings. And I think that when people start looking for is there something meaningful behind the word sustainability that's happening? They're going to ask these questions. So sustainability, what's happening? Why is this such a focus for you and Destination Canada? And what's got you fired up about it right now? Virginie De Visscher 03:36 I think it's a combination of things. It's a passion subject. First of all, it's a personal passion subject, but I think it's undeniable. Like you mentioned, the recent climate events that impacted Cleveland, like these are impacting all of us across the planet. In Canada, we're not immune, and things are happening and we see it. We have a beautiful country, and we want to make sure that it stays that way. So events are disruptive in an ecosystem. By just bringing large amount of species into another ecosystem, you're disrupting the environment. So what can you do to keep less of that disruption, and on the opposite side, how do you maximize the benefits that you bring into a destination with events? Sustainability is a topic that we've really taken on this Destination Canada, but as Team Canada is a whole effort countrywide through a national sustainability plan that really means a lot to us, because we want to still be there for generations coming ahead. And I'm not saying that cliche. I really mean it. Kiki L'Italien 04:32 Yeah, I was talking with someone about the fact that we were going to have this discussion, and her association is focused on looking at how meetings use their waste. And so she said, “Are you going to ask any questions about that? Are you going to ask, like, what they're doing, how they're working with different meeting planners to figure out how to create more sustainable meetings?” And I said, that's a really great question. Let me go ahead and add that to the list. What are some of the ways that you're working with different people, different associations and organizations that are coming in to have meetings in Canada. Virginie De Visscher 05:04 There's lots of different ways how you can approach it, but first, maybe we should define sustainability. Let's do that. Let's define it. When you say the word sustainability, there's a big assumption that it's just about environmental. Yes, but it's not just that. It's not all the green stuff and what you do in regards to saving the planet, it's all about the people and the culture as well. So when we define sustainability, we want to make sure that all three pillars are encompassed into it. So of course, environmental sustainability, but then it's the sociocultural and economic side. So you want to have an impact on local economies when you're coming to meet somewhere, but also that cultures are thriving and people are healthy and people are there for the long term. So when we really see it as all encompassing and not just environmental, that was the first thing to do. But then the realization was, everybody is a part of it. It just it's not put the blame on someone, or don't think you can't do anything about it. It belongs to everybody. We all live on this planet. We all have people that we care about around us for future generations to come. So what can we do? And that was when we started our national business event sustainability plan. And keep in mind, we're a national organization, so we're not necessarily in the city level, but it's very important that we create that leadership for people to move forward and our organizations to be more sustainable. I think COVID really impacted that way too, when meetings were all of a sudden not happening. Sure the environmental footprint was - -well, the environment benefited, right? Nobody was moving anywhere, traveling. But look at all the negative impact that happened. So many businesses shut down. People were not thriving. Knowledge was not being shared, so all these positive impacts and legacies of events were not happening, so it's all about maximizing the benefits and minimizing the negative potential environmental footprint. So then the birth of the plan was to get all destinations on board to be more sustainable for meetings. Kiki L'Italien 06:57 Do you think that you're getting enough questions about this? Do you notice that there is an increasing amount of interest? I hear talk about it, right? I hear people say that they're interested, but I don't know if, in actuality, that the conversations have changed, have they? Virginie De Visscher 07:14 There's more questions. It's undeniable. We've done a lot of surveys on this, and it's quite visible that right now, it is supplier driven. There's a lot of barriers still to having more sustainable meetings. Cost is one of those biggest barriers, and the second one is lack of knowledge of what you can implement. And so on the supplier side, they've really taken that on venues and hotels, even airlines, to be honest, have taken a stance and been more sustainable, offering more options, whether it's waste diversion or the way energy or electricity is fed into the building, or food and beverage options. So all of that venues and destinations have really taken a stance on how they can make that easier for associations to meet and incorporate them. So while we're not seeing as much coming from the association world and asking for sustainable practices. More and more the responses from the destinations that are bidding on these opportunities are including sustainable practices. Kiki L'Italien 08:10 Yeah, I think everybody, when I'm looking at associations, the executive directors reporting to their boards, do we want more and more to be able to include this thing that makes everyone feel like they're doing their part. They're doing the thing that's going to make the planet better. I hate to sound a little bit cynical, but actually, from a bottom line standpoint, I think it actually ultimately is better for everybody, even from the bottom, not a standpoint, to be thinking about that bigger picture. Because if we don't have a planet, we can't have more meetings. You know, we can't continue to have associations. And so the other part that you touched on was sustainability, talking about these pillars, talking about being concerned about the cultural side of thi
The American Society of Association Executives presents the all-new Associations NOW Presents – an original podcast series featuring prominent podcast hosts from within the association community, engaging in candid and in-depth conversations with industry experts. Each episode explores key topics relevant to association professionals, discussing the challenges and opportunities in the field today, and highlighting the significant impact associations have on the economy, the U.S., and the world. The podcast complements the existing Associations NOW publication, providing a well-rounded resource for association professionals. Associations NOW Presents is produced by Association Briefings.