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2016 Annual Meeting Session Descriptions
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NEW - Associate Members Educational Session
(Associate Members Only)

Starting Out Right – Making the Most of Your AMC Investment
So you’re attending the AMCI conference – now what? Attend this session to learn from veteran attendees how to set yourself up for success during the conference. Panel members will share their experiences on what’s worked for them at the AMC Institute Annual Meeting, including:
       • How to best utilize the conference to engage with AMCs owners/staff in attendance
       • Successful strategies used to strengthen relationships with AMCs
       • How to maximize your membership after the event concludes

Check-in for AMCI Speed Dating will occur at this program. Reminder: Only one
representative from each associate member organization is eligible to participate in
Speed Dating.

Accreditation Workshop (additional fee required)

This interactive workshop will provide attendees with insight into key areas of AMC operations management. The session will highlight best practices that will enable accredited AMCs to stay compliant with the newly revised standards which became effective January 1, 2015. The workshop also offers valuable information and helpful strategies for AMCs that are just starting the accreditation process.  Core topics include staff training/professional development; social media and intellectual property policies; client performance reviews, and client contract disclosures.  3.0 CAE Credits

: Suzanne C. Pine, CAE - VP of Professional Development, Association Headquarters
                 Bill Barnes, CPA, CMA, Principal, Barnes, Givens & Barnes, Ltd.
                 Michael Deese, Esq., Partner, Howe & Hutton, Ltd.

Speed Dating (Members Only)
Names and faces will come together as AMC owners and staff members scramble to meet Associate Members. This fast-paced session allows Associate Members an opportunity to update AMC owners about their new and exciting products and services. AMC owners will have the opportunity to seek assistance from Associate Members in finding solutions to their business challenges.

Special Breakout Session Luncheon - Got Data? Got Game! 
A leader’s ability to both recognize and then make shifts to his/her organization is a
critical skill that is hard to master. Whether it is anticipating the needs of your clients,
creating new business models, reinventing the member experience, or determining
which investments will provide the strongest opportunity for growth, understanding how
to capture, analyze, and use data will separate those who can predict trends and those
who follow them.

Join us for an overview of AMCI’s learning lab – to find out how we are uncovering and
communicating key insights that will strengthen the value of the AMC model.

Presenters: JP Guilbault, CEO, YourMembership
                  Susan Iris, Principal, navigate

Marketing & Business Development 2020 – A New Age for Growth

Business development and marketing have always remained a fixture of your environment and in some cases, the drivers of corporate growth. These groups now work more closely with each other, bringing other members of their support systems (design, technology, ops, etc.) with them, to join in the effort to further expand the corporate narrative. During this session, we will examine the new meaning of marketing, business development and growth for your AMC! 1.5 CAE Credits

: Jeanne Sheehy, MBA - Vice President, Bostrom Corporation
                 Brian Riggs - Communications Manager, Perfect Communications

Succession Planning - An Encore Discussion

Our last succession planning session was so popular that we’re bringing it back for another round of interactive discussion. This year’s session will include fresh faces and new perspectives on this multifaceted and very important topic. Whether you have a plan in place or are just getting started, join a panel of your peers as they share their experiences, insights, lessons learned, and advice, to help you prepare yourself and the business for future ownership and leadership succession. Perhaps, business succession is a longer term issue for you, but it is never too early to get this process started!  1.5 CAE Credits

: C. Michael Deese Esq. - Partner, Howe & Hutton, Ltd.
Panelists:     Erin Fuller FASAE, MPA, CAE - President, Coulter, an MCI Company*
                          Michael T. LoBue CAE - President, LoBue & Majdalany Management Group
                          Bob Waller, CAE - President, Association Headquarters, Inc.

Doing Business Globally – Pitfalls and Practicalities

As more of our clients and prospects seek support to expand their footprint internationally, how can AMCs tap into these opportunities without compromising the integrity of our own business models? What are the key points to keep in mind when advising our clients on how to go about this? How and when should we bid to support work outside our own market/s? What are the pluses and minuses of AMC alliances and partnerships? What are the practicalities of making them work in practice? Does vertical integration work?

This session will include a moderated panel with case studies of various global management models followed by an open discussion.

Moderator: Bob Lewis, Partner & Head of Global Association Management Practice, Interel Association                    Management

: Keren Deront, CAE, Director of Association Management & Events Practice, Interel                                Association Management
               William M. Drohan, CAE, MBA, President, Drohan Management Group
               Katie O’Donnell, Vice President, Brand Strategy, Coulter Nonprofit Management

Concurrent Forum Sessions – AMCs BY SIZE!

Based on consistent member feedback, we’ve designated this time to allow you to have open discussions and additional networking opportunity with your peers that face the same challenges you do on a day-to-day basis. Facilitators for each forum will get things started by asking, “What’s on Your Mind?” and the free-flowing exchange of information and ideas will begin. Get ready to share, learn and grow! 1.0 CAE Credits

              Forums by AMC Size
              Emerging/Small (10 employees or less)
              Medium (11–30 employees)
              Large (31–60 employees)
              Extra Large (more than 60 employees)
              Forum for AMC Account Executive

AMCs Working with "Outside CEOs": Friend or Foe?

While AMCs continue to grow and the workforce shrinks, another developing trend is an increasing number of AMCs working with outside CEOs. Hear a panel of AMC owners share their experiences and what prompted their decision to work with outside employees or independent contractors. Some CEOs came with the client and are now employees, or remain independent. Other Boards wanted industry perspective or wanted oversight of the AMC. Learn from others and share your experiences in this interactive breakout session. 1.25 CAE Credits

Facilitator: Lynda Patterson, FASAE, CAE – President/CEO, AMPED
Panelists:  Taylor Fernley – President/CEO, Fernley & Fernley, Inc.
                        Dede Gish-Panjada, MBA – Sr. Vice President, AMP Management Services
                        Greg Shultz – Group Vice President, Kellen Company
                        Fred Stringfellow, CAE – President/CEO, Stringfellow Management Group, Inc.

Identity Theft: Get Knowledge, or Forever Hold Your Peace

This identity theft session is not for everyone; just for those who want to protect against a growing trend of cybersecurity attacks. Data breaches are not just a problem for the Home Depots and JPMorgans of the world; protecting information is a challenge for our companies as well. Come and hear actionable identity theft prevention tips firsthand. Learn how we as business owners can educate ourselves on proper protocol for protecting valuable company data. As an AMC with an eye on the future, can you afford NOT to attend this interactive educational session? 1.25 CAE Credits

Presenter: John A. Capizzi, CFE, FACFE, DABFE, Principal, Internal Audit Services, Inc.

Ten Good Ways to Get Your Organization Sued By an Employee

Employee claims and lawsuits are not inevitable.  You can get ahead of some common problems and minimize risk. This session will address common sources of employment liability such as misclassification of employees as independent contractors, misclassification of employees as exempt from overtime, managing leaves of absence and accommodation of disabled employees, background checks, trade secrets and unfair competition, and new theories of harassment and discrimination. The session will not just identify problems but will suggest solutions such as updated employee handbooks, job descriptions, arbitration agreements, confidentiality agreements and employment practices liability insurance. 1.25 CAE Credits

Presenter: James J. McDonald, Jr.

NEW - Associate Members Session
(Associate Members Only)

The Buyer’s Viewpoint: What’s Important to AMC Staff When Making Purchasing Decisions

Join fellow associate members for an intriguing inside glance at AMCs procurement operations. Featuring an AMC-based panel, learn how AMCs make decisions about what products and services they purchase on behalf of their organization and their clients – why do they buy what they buy? Learn what value propositions work best for associate members to build business relationships within the AMC community. Bring your questions as this session features case studies, examples and active involvement on behalf of participants.1.25 CAE Credits

Moderator: Kris Finger, CMM, Director, Global Accounts, HelmsBriscoe

PanelistsRebecca Brandt, CAE, Executive Director, Executive Director, Inc.
               Stephanie Czuhajewski, CAE, President & CEO, Agentis Management, Inc.
               Jane Svinicki, CAE, President, Svinicki Association Management, Inc.


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