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2017 Annual Meeting
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2017 Annual Meeting 

February 8-10, 2017
Hyatt Regency Pier Sixty-Six
Fort Lauderdale, Florida
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From business meetings to networking by the pool, join us for the 2017 Annual Meeting February 8-10 in Fort Lauderdale, FL!


Hyatt Regency Pier Sixty-Six
2301 SE 17th St
Fort Lauderdale, FL 33316

Escape to a waterfront playground of contemporary luxury at Hyatt Regency Pier Sixty-Six, where breathtaking marina views, five tempting restaurants and countless activities create a vibrant resort-style experience. Let us cater to your every whim with energetic service and a dynamic selection of premium amenities. Whether you want to relax, play, work or celebrate, you’ll appreciate our unbeatable marina location, outstanding amenities and exceptional service.







Click here to register.  The deadline to receive early bird pricing is Monday, January 9, 2017.  

Click here to make your room reservation at the Hyatt Regency.  The deadline to reserve your room is January 5, 2017.  

Hyatt Regency Pier Sixty-Six
2301 SE 17th St
Fort Lauderdale, FL 33316
Room Rate: $220


Download the Preliminary Program

Attendees can earn up to 7.5 hours for CAE credit by attending educational sessions. AMCI will maintain records of your participation in accordance with CAE policies. 

Wednesday, February 8, 2017

9:00am-6:00pm Committee Meetings




Accreditation Workshop


Poolside Party Hop (also known as Speed Networking)


First Timers Reception


Canadian Chapter Reception

Sponsored by Hyatt

7:00pm-9:00pm Welcome Reception
Hyatt Regency Pier Sixty-Six


Thursday, February 9, 2017

8:00am-9:00am Breakfast 

9:00am-10:00am Welcome and Trends

10:00am-10:30am Networking Break

10:30 am-11:30am Unlock Your Strengths to Build a High Flying Team

Lyne Tumlinson, ACC, CAE, Career Performance Coach, Lift Team Coaching

“What if strengths could help us see ourselves and others differently, so we could work strategically together to accomplish significant ends?” – DeAnna Murphy, President, Strengths Strategy

When AMC staff members identify what they do best and have the opportunity to use those strengths every day, predictably the entire organization will be better able to serve its client associations. Not only will the bottom line of the firm improve as a result, the work atmosphere will be more positive, more engaging, and more productive.

This experiential introduction to the power of strengths application will enable participants to connect the dots from effective strengths use (vs fixating on weaknesses) to great outcomes. By creating awareness and excitement for strengths, team members will pull together to continue accelerating their use of strengths. Recognizing differences in strengths, culture, and meaning will enhance their day-to-day communication both professionally and personally.

Our research and data-driven strengths-based approach will help you:

  • Create a healthy, engaged organization by developing strengths-based leadership skills – from the individual level to heads of teams and organizations – that inspire positive culture shifts.

  • Change team relationships with increased, improved, and enhanced communication through understanding strengths – your own and others.

  • Experience a sense of purpose when you and your teams see how your strengths create a meaningful difference and shared vision – from the top to the bottom of your firm.

  • Increase customer loyalty when staff members are both genuinely client-centric and have a view of the long-term strategy – for client associations and yours.

11:30am-1:00pm Networking Lunch

1:00pm-2:00pm Concurrent Sessions

Building Successful Relationships With Client Staff Members

Karen Wesloh, CAE, CMP, The Harrington Company; Trudie Bruner, CAE, Fernley & Fernley; William Drohan, CAE, Drohan Management Group; Bob Lewis, Interel Association Management

Hybrid association management models that include internal and contracted staff members in conjunction with an AMC have become increasingly common. Whether the AMC provides all but a few key staff members or they simply provide outsourced services, it is critical to build a respectful and trusting relationship. Learn techniques and activities that build communication and teamwork as well as the behaviors to avoid.  Learn from others and share your experiences in this interactive breakout session.

Findable Strategy for Your AMC

Greg Schultz, Kellen; Jeanne Sheehy, MBA, Bostrom Corporation; Jonathan Strauss, Strauss Event & Association Management

Social media, email, website, and collective marketing automation are among the many marketing channels available and that we use for our clients.  But as an AMC, how well do we promote our own business?  Do we practice what we preach to our clients?  Do we have a strategy for our AMC business? This panel discussion will focus on understanding our own business objectives and using the appropriate tools and resources to help achieve them.

How to Manage Growth.... All While Maintaining Profitability – THE SEQUEL
John Flatley, Association Management Strategies and Robert Waller, CAE, Association Headquarters, Inc.

At the 2015 Annual Meeting, Robert Waller and John Flatley led a similar session from the perspective of two AMC’s at different stages of maturity and size (an established very large AMC vs. a new small growing AMC).  They discussed their approach on managing growth and profitability, and the challenges learned along the way.  Two years later, how have their strategies paid off?   What does the landscape look like now for these two companies?  What decisions in retrospect would they have made different?  What decisions did they make that proved effective?

2:00pm-2:30pm  Networking Break


AMCs by Size!


Discuss what's on your mind with your peers during these facilitated networking breakouts! AMC and Account Executive breakouts are for AMC Members only. 

10 or Less Employees
Gregory Brooks, AMC Source and Megan Woodburn, CAE, Strategic Association Management 

11-20 Employees

Jodi Fisher, Impact Virtual Services and Kevin Kruse, Diversified Management Services, Inc.

21- 49 Employees

Jenny Faucher, Managing Matters Inc. and Lynda Patterson, AMPED Association Management

50 or More Employees
Bruce Wardle, AMG and 
Bob Lewis, Interel Association Management

Account Executives

Jim Thompson, CHMS and Rebecca Brandt, Executive Director Inc.


Associate Members - The ABCs of an AMC: How to Best Work with YOU as an Associate Member

Facilitator: Bill Grusich, CMP, FASAE

Panelists: Erin Fuller, FASAE, MPA, CAE, MCI USA, John Francis, The Harrington Company, and Greg Schultz, Kellen


Sessions Adjourn


Evening Reception
Fort Lauderdale Marriott Harbor Beach Resort & Spa


Friday, February 10, 2017

8:00am-9:00am Breakfast

9:00am-10:00am  What to Do When Your Company is Too Big to Be Small, but Too Small to Be Big

Doug Tatum, Chairman of the Board, Newport Board Group

The session is targeted at AMC owners. The presentation will highlight principles in the Book, "No Man's Land." The attendees will be exposed to ways to examine four operational categories in their own AMC. The principles also relate to associate member attendees.

  • Market – Is your business properly aligned with your MARKET?
  • Management – Do you have the professional MANAGEMENT needed to thrive?
  • Model – Do you have the right MODEL for success?
  • Money – Do you run MONEY through your business like an investor would?

10:00am-10:30am Networking Break


What You Don’t Know CAN Hurt You: Stranger Danger and Privacy in the Workplace

JP Guilbault, CEO, YourMembership and Ann LaFrance, Partner, Squire Patton Boggs

Data security and privacy are hot topics in today's world, but do you really know what they mean?

  • Are you aware of the danger behind unwanted actions of unauthorized users to your company, organization or association?

  • Do you understand the very high penalties and litigation risks around the new data privacy obligations imposed on employers and third-party vendors by regulators in the EU?


Use the buddy system and team up with CEO of YourMembership, JP Guilbault, and Ann LaFrance, co-leader of Data Privacy & Cybersecurity practice at Squire Patton Boggs, to learn about the increased risks, new requirements, and what you can do to mitigate those risks.

What to expect:

  • What data security means for your association.

  • How it could affect your members & employees.

  • Tips and Tricks to keep your association safe and your keep your members informed.

  • The legal implications of a security breach.

  • Data Privacy and what it means for your Association.

  • The new EU Data Protection Regulation.(EU and US)

  • Privacy Shield for companies in Europe, the US and around the world.

  • Potential roles for associations as certifying bodies & developing industry codes of conduct.
11:30am-1:00pm  Lunch


Concurrent Sessions

Top 10 Steps to Drive Your Business Exit Strategy

Patrick Morin, Managing Director, Transact Capital

he exiting of a business by the owner should not be an event but a journey. It does not have to be too long, but it must be planned ahead to reach your destination successfully – on time and on your terms. And sometimes the timing is not by choice, and that is when a plan becomes even more important to have in place.

This workshop will review the steps involved in preparing for your eventual exit. The topics covered will include when to start the planning process, key decisions you will encounter, landmines and pitfalls to avoid, what can be done to maximize the value received, what to expect in a sale process, premiums and discounts applied in the price calculation, alternative approaches to consider, advisors who should be on your team and what it takes to get the ball across the goal line when you hit the red zone.

An important part of the presentation is to alert an AMC owner to understand the elements that they may have control over and perhaps just as important is to feel the sense of urgency in identifying those Value Drivers to improve their company’s ‘curb’ appeal.

Exit Planning is a process that helps owners decide where they want to go as well as how to get there.

Ready, Set, Grow! 

John Francis, The Harrington Company; Mark Koepsell, Synergos, AMC; Carolyn Price, CAE, CMP Management; and Robert Waller, CAE, Association Headquarters, Inc.

Learn key strategies to embrace and pitfalls to avoid to ensure you manage your talent pool through growth and transition.  Hear from your peers and engage in an open dialogue regarding successes and failures we have all experienced in the land of talent management.  This will be a highly interactive session.  Come prepared to answer, and ask, lots of questions. 

 A Day in the Life of a Nerdy AMCI Professional

Beth Ziensenis, Your Nerdy Best Friend

What would your day look like if you took the advice of all your nerdy friends and implemented the tech tools and apps they recommend to make your life easier? This fast-moving, laugh-filled session takes you hour by hour through a day in the life of a tech-savvy AMCI Professional. You’ll learn how a professional nerd solves a security crisis before 10 a.m., learns to make more of a lunch hour with an extra set of virtual hands, saves money on software before the staff meeting and brings the team together online before the day is done.

  • Understand how technology fits into every part of your day
  • Learn about technology systems that streamline projects and tasks
  • Discover dozens of free and bargain apps and online tools that put the ideas from the conference into action!

Join Your Nerdy Best Friend, aka Beth Z, to discover how to use free and bargain technology tools you never knew existed to work more efficiently with your teams, create professional-level graphics and wow your colleagues. This high-energy session will give you 30+ tools that will leave people asking, “How DO they do that?”

Walking Break

2:30pm-3:30pm  Current Legal Issues for AMCs and Their Clients

Mike Deese, Esq., Howe & Hutton, Ltd

Association and AMC attorney Michael Deese will address relevant legal issues faced by AMCs and their clients. Topics include the overtime rule and HR issues, conflict of interest, antitrust and insurance examples.

3:30pm-4:00pm  Meeting Wrap Up

4:00pm Sessions Adjourn

6:00pm  Closing Reception Hyatt Regency Pier Sixty-Six

*Please note, this schedule is tentative and subject to change.



The following AMC Institute Members serve on the 2017 Annual Committee and all AMC Members also serve as a session chair.


Committee Chair

Lynda Patterson, FASAE, CAE, AMPED- Association Management Partners & Executive Directors, LLC

Committee Members

Steve Aird, Greater Fort Lauderdale Convention & Visitors Bureau

Keren Deront, CAE, Interel Association Management

Taylor Fernley, Fernley & Fernley, Inc.

John Flatley, Association Management Strategies

Phil Lesser, PhD, CAE, Bostrom Corporation

Trina London, Hyatt Hotels Corporation

Bennett Napier, MS, CAE, Partners in Association Management

Carolyn Price, CAE, CMP Management

Sarah Timm, CAE, CMP, Parthenon Management Group

Robert Waller, CAE, Association Headquarters, Inc.

Karen Wesloh, CAE, CMP, The Harrington Company


Trudie Bruner, CAE, President and Chief Operating Officer, Fernley & Fernley

Prior to assuming the role of COO in 2007, Trudie was as an Account Executive at Fernley & Fernley, serving three trade association clients. Previously, she served as Director of Operations for the Alliance for Academic Internal Medicine, where she was instrumental in developing and formalizing a consortium of affiliated organizations. Though she has spent most of her career in association management, she also has worked in private industry.

Trudie earned her Bachelor's of Arts in Economics at Loyola College in Maryland and her Masters in Business Administration from the Sloan School of Management, Massachusetts Institute of Technology.

Committed to serving both her professional and local communities, Trudie is an active member of ASAE and AMC Institute and has served on the Board of Directors of Philadelphia SHARE.

Trudie resides in Montgomery County with her three children.


C. Michael Deese, Esq., Partner, Howe & Hutton, Ltd

A partner in the Washington, D.C. office of Howe & Hutton, Ltd., Mike graduated from Davidson College (A.B. in Political Science), the University of Pennsylvania Graduate School of Arts and Sciences (M.A. in International Relations) and the University of Pennsylvania Law School (J.D.). Mike has served as a member of the Board of Trustees of Davidson College. He has practiced law in Washington for many years, focusing primarily upon the representation of national and international nonprofit organizations. His work on behalf of trade associations, professional societies, charitable organizations and their related entities has included corporate matters (incorporation, mergers and consolidations, bylaws development, obtaining and retaining tax exempt status, consulting regarding insurance coverage, review of publications and advertising, development of codes of ethics and certification and accreditation programs, and antitrust and tax compliance, including board member training), contract negotiation and drafting (with convention centers, hotels, endorsed product and service providers, publishers, website development and maintenance providers, association executives and association management companies), litigation (Title VII, ADA, First Amendment and contract disputes) and general counseling regarding the antitrust, tax and other consequences of client actions and programs. Mike currently serves as outside general counsel to numerous national and international nonprofit organizations as well as several regional associations and to numerous automobile dealer advertising associations. Mike is a member of the Legal Section of the American Society of Association Executives, where he has served on the Editorial Advisory Committee for the Section's Association Law & Policy newsletter. Also a member of ASAE's Association Management Company Section and for many years a member of its Section Council, Mike authors articles for that Section and speaks frequently on association governance and other legal topics, both at ASAE conferences and at conferences of other organizations including the AMC Institute.  Mike currently serves on the Institute’s Accreditation & Standards Committee.


William M. Drohan, MBA, CAE, FASAE, President and Founder, Drohan Management Group 

Bill Drohan has been a practitioner of association management for more than 30 years. Bill established Drohan Management Group in 1986 to fill the industry need for efficient, high-quality management services to associations worldwide.

A native of Massachusetts, Bill received his MBA from George Washington University
, where he focused on economics and public policy. Bill has also worked for several government agencies, including the Massachusetts Energy Policy Office, the Rhode Island Attorney General’s Office and the U.S. Consumer Product Safety Commission. Bill is listed in Who’s Who in America and Who’s Who in Finance and Industry.

As a frequent writer and lecturer on association management strategies, Bill is well known in the profession and often asked to perform strategic planning analyses for a number of associations. His consulting experience includes work with professional societies and associations of all types and sizes. Bill’s expertise includes financial and legal services, energy, healthcare, automotive and a number of other major industries.

Bill is an active member and a Fellow of the American Society of Association Executives (ASAE), where he held positions on the Board of Directors, AMC Accreditation
Commission and the AMC Section Council.


JP Guilbault, President and CEO, YourMembership

As YourMembership’s President and Chief Executive Officer, JP drives the company’s vision of being the recognized leader at connecting people and organizations to what they value most. He is a visionary technology executive, adept at creating software solutions that simplify the way people connect, engage, learn, and work online and offline. With his track record of driving growth and “surprise and delight” customer experiences, he brings unique insight into engaging talent and developing organizational culture that creates more value than captured.


Ann J. LaFrance, Partner, Squire Patton Boggs

Ann LaFrance is a partner in the London office of Squire Patton Boggs, where she co-chairs the Firm’s global Data Privacy and Cyber Security Group and leads the EMEA Communications Law Practice.  Ann has more than three decades of experience advising clients on policy, regulatory and compliance matters affecting the ICT sector, including data protection, privacy and cybersecurity. 

Ann began her law firm career in Washington, DC.  From 1996-2004, she worked in-house as Chief International Counsel of MCI Communications Corp. (now Verizon), based in Brussels and London.  In that role, Ann was responsible for developing the company’s policies for implementing the EU data protection rules at the national level and oversaw roll-out of the company’s global compliance programme.  Since her return to private practice in 2004, Ann has advised a broad range of tech, telecoms and multinational clients on compliance and public advocacy initiatives relating to local and transnational e-privacy, data protection, data transfers, data retention, cybersecurity, data breach response, encryption and related e-commerce laws and regulations.  She now leads the Firm’s GDPR compliance team advising clients on the interpretation and implementation of this complex new Regulation.

Ann is a frequent speaker on topics relating to data privacy and cybersecurity.  She has been recommended by Chambers UK and was selected as the exclusive winner of the 2014 and 2015 Client Choice Award for UK communications law. 


Bob Lewis

Group Head of Association Management

Interel Association Management


Bob Lewis is Group Head of Association Management practice. He provides strategic counsel to clients, specialising in certification programs, outreach campaigns, strategy and business development.


With a 27 year management career spanning public (education), private and voluntary sectors, Bob has built a strong track record of highly effective leadership, advocacy and stakeholder management.

Prior to assuming chairmanship, Bob was Interel’s Group Chief Operating Officer for 5 years.


Bob has also held a number of voluntary positions including member of the Open University Governing Council and has contributed to a range of national and international advisory groups including the Africa Policy Advisory Group at the Foreign & Commonwealth Office and the New Deal Advisory Group at the Treasury, both for the UK government.


Patrick Morin, Managing Director, Transact Capital


Patrick Morin joined Transact Capital as Managing Director in 2012. Patrick brings with him a wealth of experience in capital raising, deal making, strategic advisory to CEOs, marketing and revenue generation, along with investment banking and business ownership.


Prior to joining Transact, Patrick was Managing Partner of BrightHammer, LLC, a venture management firm that specializes in strategy with an emphasis on sales and marketing development. He worked with select start-ups, growth companies, and turnarounds to stabilize operations and ramp up revenue and employee performance. He was retained by clients in the multifamily, pharmaceutical/medical, financial services, real estate, and professional services industries.


Prior to BrightHammer, Patrick spent seven years as Senior Vice President with Cornerstone Realty Income Trust, Inc., a $1.5 billion New York Stock Exchange-traded company that owned and operated over 24,000 apartments.


From 1993 – 2012 Patrick was an adjunct instructor with Dale Carnegie Training. He retains his instructor credentials today and while certified to lead all Dale Carnegie programs, he specializes in The Sales Advantage, Leadership Training for Managers, and High Impact Presentations. He has been ranked among the top three instructors globally and was a member of the elite Global Delivery Team.


While a member of the National Speakers Association, he personally conducted thousands of keynotes and training meetings for businesses, associations, government agencies and community groups. 


Greg Schultz, Executive Vice President, Kellen


Greg Schultz has been the driving force behind innovative and successful strategies and programs for association growth for more than 30 years. With Kellen, Greg creates invested, results-driven client teams, providing Kellen vision and strategies for growth to Kellen clients and staff teams, and market analysis and business development.



Jonathan Strauss, President, Strauss Event & Association Management 

Jonathan Strauss is president of Strauss event & association management, Canada’s only accredited AMC. He is a former board member of the AMC Institute and the founding Vice-Chair of the Canadian Chapter of the AMC Institute. Jonathan’s first book, “In Any Event - A Guide to Designing Successful Association Events” was published by the Canadian Society of Association Executives in 2015.


Doug Tatum, Chairman of the Board, Newport Board Group

Doug serves
as Chairman of the Board for Newport Board Group, a national partnership of CEOs and senior executives who advise emerging middle market companies and assist private equity firms to invest in and grow portfolio companies.  He also serves as an Entrepreneur in Residence at the Jim Moran Institute for Global Entrepreneurship at Florida State University.   He is Immediate Past Chairman of the Board for the Association for Corporate Growth (ACG), a global not-for-profit organization with 58 Chapters and 14,000 members in the US and internationally, representing middle market private capital investors, intermediaries and the middle market deal community. Doug also serves as the Advisory Board Chairman for the Business Dynamics Research Consortium, a national research institute-funded by the NASDAQ Foundation and the University of Wisconsin - Extension.  Its mission is to study exceptional growth companies, the capital markets, and their impact on employment and economic growth.  Doug has since 2002 been Chairman of The Co-investment Partnership, a firm that manages a pool of capital that co-invests with other private equity and venture capital investors.

Doug is a recognized expert on the capital markets and the entrepreneurial growth economy. He has testified before the U.S. Congress about the financing challenges growing companies face and about U.S. tax policy.  He has been keynote speaker at the Securities Exchange Commission Forum.
Doug speaks extensively to business groups throughout the world, presenting the research and frameworks included in his book No Man’s Land: Where Growing Companies Fail.  The book, published in the U.S. in 2007, has received four national Best Business Book awards and has been published in China, Taiwan and South Korea and is slated for publication in Vietnam.  The book was included in the recently updated edition of The 100 Best Business Books of All Time by Jack Covert and Todd Sattersten. Doug’s insights about rapid growth companies, private equity and the capital markets have been cited in hundreds of media outlets including Inc. Magazine, The Financial Times and the New York Times online. 


Lyne Tumlinson, ACC, CAE, Career Performance Coach, Lift Team Coaching

Through her company, Lift Team Coaching, Lyne Tumlinson, CAE, guides small business and association leaders to empower their teams to collaborate effectively, centering on the group vision to succeed together, focusing on their strengths in interdependence. Tumlinson combines psychology, business and Russian studies (BA, University of Northern Colorado and MA, University of Kansas), plus professional coach certification from the International Coach Federation (ICF), together with eight years’ association experience as director of career services for the Golf Course Superintendents Association of America.

Her impactful co-active work includes sharing and facilitating growth in national and local organizations including: Alpha Phi Omega, National Association of Auctioneers, International Association of Assessing Officers, American Public Works Association, Golf Course Superintendents Association of America, Club Managers Association of America, National Golf Course Owners Association, Kansas City Society of Association Executives, and the International Coach Federation.



Karen Wesloh, CAE, CMP

Partner & Senior Account Executive

The Harrington Company


Karen serves as the Director of Business Development for The Harrington Company and has been a client team leader since 1992. She graduated cum laude from the University of St. Thomas with a Bachelor of Arts degree in Business Administration and Economics. She received her Master of Business Administration in Marketing and Strategic Management from The Carlson School of Management at the University of Minnesota, where she focused on non-profit management. Prior to joining The Harrington Company, she held positions with IDC International and Big Brothers and Sisters.


Beth Ziesenis, Nerdy Best Friend

Meet Beth Ziesenis, your own personal Nerdy Best Friend. Beth Z keeps up with all the new online applications and downloads that can help you look like you’re working with a team of marketing, computer and productivity experts, even if you suffer from a shrinking staff and a disappearing budget. 

Named an editor’s pick for best speaker of 2013 by Meetings Net and a Favorite Speaker by Meetings & Conventions magazine in 2014, Beth Ziesenis is an author, speaker, technology consultant and self-proclaimed nerd. Since her  first Commodore 64 computer, Beth has been fascinated with technology and computer shortcuts that make people’s lives easier. Beth helps computer users all over the country filter through thousands of apps, gadgets, widgets and doodads to find the perfect free and bargain technology tools for business and personal use through presentations and her books, including the latest title, Nerd Know-How: The 27+ Best Apps for Work and How to Use ‘Em, available on Amazon.com.















Fort Lauderdale is famous for its beaches, arts, culture and events. From shopping on Las Olas Boulevard, to gondola rides on the canals, to a historic riverfront. Just two miles north of Port Everglades, you can experience a landscaped beachfront promenade, with its signature white wave wall and brick paved path. Across the street, visit luxury hotels, and enjoy shopping or dining or a narrated 90-minute amphibious tour of quaint Las Olas Boulevard, historical districts, and the mansions and yachts dotting Millionaires Row. Stop at the Stranahan House, a preserved 1900s home furnished with antiques of the era. Or “follow the red brick road” of Riverwalk, the landscaped park, to the Arts and Entertainment District. Trying to stay fit? Dive into the Atlantic, hike into the Everglades or enjoy a workout and healthy fare at a resort spa.




Contact Erin Carter, Associate Executive Director, at ecarter@amcinstitute.org or +1.703.570-8954.


AMCI Partners

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