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2019 AMCI Regional Meeting
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EmPower
People, Performance, Potential, and Progress


 

 2019 AMCI Regional Meeting
Thursday, June 20, 2019 
10:00 AM - 3:00 PM
Swissôtel
Chicago,IL

 

AMCI's Chicago Regional is a dynamic educational platform for leading AMC C-suite and
account executives to join 
forces in a highly collaborative discussion on issues, opportunities, barriers,
and best practices affecting the 
AMC industry today and tomorrow. This half-day session is designed
to tap thought leadership from a variety of 
AMC professional perspectives to find solutions that drive
growth for our firms. 
Help enrich the conversation, inspire your team, provide practical training, and
move our industry 
forward - register yourself and key members of your team today!

 

Registration Location Program Sponsors Questions

REGISTRATION

Click here to register. 

Category Price
AMC Member   $99.00

 

When making your travel plans, don’t forget to checkout Forum Forward by Association Forum on June 19 in Chicago.
Advance your career. Advance your organization. Advance your profession at Forum Forward 2019! Stay ahead of the
trends, technology and issues impacting association management with a full day of learning that connects you with
colleagues and thought leaders. Register for this event here and make sure to attend the Honor Gala on June 20!

CANCELLATION
The refund policy is as follows:
Cancellations received 30 days prior to meeting date: Registrants will receive all amounts paid to AMCI minus a $75 handling fee.
Cancellations received less than 30 days prior to the meeting date, or cancellations received during the meeting: A refund is not available.
To cancel a registration, please email Heather Koolmeyer at hkoolmeyer@amcinstitute.org


LOCATION
Swissôtel
323 E Wacker Dr
Chicago, IL 60601


PROGRAM

Attendees can earn up to 4 hours for CAE credit by attending educational sessions. AMCI will maintain records
of your participation in accordance with CAE policies.

10:00 - 11:00 AM

Uniting the Divide - Balancing Corporate and Client Loyalties

Moderator:
Mark Engle, DM FASAE CAE, Principal, Association Management Center 
Panel:
Michael Payne, Executive Vice President, SmithBucklin
Megan Woodburn, CAE, Founder and CEO, Strategic Association Management
Molly Lopez, CAE, President, Association Management, Ltd.


As AMCs, there is an inherent struggle between building a culture with our teams that 
encapsulates
brand, values and corporate identity with silos of work that are client centered. Teams are constantly
making decisions of client over corporate that may hurt profitability, other departments, and the
client itself. How do you bridge this divide effectively while still delivering great service?

1.0 CAE Credit Hours: Domain 3: Administration; Subdomain A: Human Resources

11:00 AM - 12:00 PM

Making Sense of Profitability 

Moderator:
Bennett Napier, President/CEO, Partners in Association Management
Panel:
John Dee, CPA, COO, CFO, Bostrom
David Schmahl, EVP, SmithBucklin
Bob Lewis, Managing Partner and Group Head of Association Management, Interel Group


Take a deep dive into the metrics and methodologies of client profitability to determine what 
works for
your AMC. What are the best practices for managing scope, time and resources? How do you scale
teams to achieve your goals and effectively communicate that to your client boards?

1.0 CAE Credit Hours: Domain 1: Organizational Management; Subdomain A: General Management

12:00 - 1:00 PM Networking Lunch
Sponsored by:


1:00 - 2:00 PM


Training for Excellence - Gold Star HR Tools

Moderator:
Lynda Patterson, FASAE, CAE, President and Owner, AMPED Association Management
Panel: Karen Kramer, SPHR, SHRM-SCP, VP of Human Relations, Association Management Center
Celeste Rom, MSR, VP of Corporate and Human Resources, Executive Director, Inc.
Alexis Bauer Kolak, Education Sr. Manager, SmithBucklin 


The greatest asset at any AMC is its people. Listen to these HR experts from AMCs as they 
talk about
the best tools they’ve come across for professional development, project management, technology
training, and more.

1.0 CAE Credit Hours: Domain 3: Administration; Subdomain A: Human Resources

2:00 - 3:00 PM

Disrupt or Die - Technology for the Next Gen AMC 

Moderator: Jeanne Sheehy, CMO, Bostrom
Panel: JP Guilbault, President and CEO, Community Brands
Denis Janis, Director IT Services, SmithBucklin

As many other industries are being disrupted by technology in a variety of ways isn’t now the time for
every AMC to take a hard look at the activities and tools in use and reimagine a new world for 
multi-client service delivery? How is AI going to affect our business? What are the right analytics we 
need to measure success and who needs to have the knowledge in house? What are best to 
outsource vs. build in house? Where is AMS strategy really going especially in an app-connected world?

1.0 CAE Credit Hours: Domain 3: Administration; Subdomain B: Technology





























  

SPONSORS

 

 



SPEAKERS


    
                      John Dee, CPA
COO and CFO
Bostrom

John D. Dee, CPA, is the Chief Operating Officer and Chief Financial Officer of Bostrom. He oversees
operations in both the Chicago and Washington, DC offices, including human resources and information
technology. He also serves as the primary client relationship manager, ensuring client satisfaction
and long-term engagements. John has more than 25 years of experience working with both 501(c) 3 and
501 (c) 6 groups as well as for-profit organizations. His experience spans various industries including
education, finance, healthcare, manufacturing, marketing, publishing, and technology. His Professional
affiliations include the American Institute of Certified Public Accountants, the Illinois CPA Society,
the American Society of Association Executives, and the AMC Institute for which he served as president
of its board of directors. In addition to presenting to various organizations, John has conducted
workshops and routinely counsels organizations on the benefits of outsourcing. He also volunteers his
time as a youth athletic coach and serves as chair of the finance committee at his local parish. 

             Mark Engle , DM FASAE CAE
Principal
Association Management Center

Mark is a principal with Association Management Center in Glenview, IL, headquarters to 28 associations
with a staff of more than 200 talented professionals. He received a Doctor of Management degree in
2011 from Case Western Reserve University with his study in nonprofit governance. Mark is
continually striving to develop and share new association management research that leads to
advancing the profession. He has served the AMC and ASAE community in numerous ways,
including as an AMCI and ASAE board member. Mark has contributed to multiple board
development sessions throughout the industry, including speaking and writing on topics such as
good governance, policies and practices, and strategic decision making. Mark was honored with the
Samuel Shapiro Award – Outstanding CEO – Association Forum of Chicagoland and was inducted
into the Chicago Area Entrepreneurship Hall of Fame. He is a fellow of the American Society of
Association Executives, the Mandel Center for Nonprofit Leadership, and a BoardSource Certified
Governance Trainer. 

             JP Guilbault
President and CEO
YourMembership

Under his current leadership at YourMembership, JP Guilbault has delivered unprecedented value through the power of software and revenue solutions for associations and nonprofits, serving more than 5,000 organizations in 32 countries. Since 2012, Guilbault has transformed YourMembership from a single product organization to a market-leading technology solutions force. He has led YourMembership’s significant growth by leveraging both organic strategies and successfully assimilating three company acquisitions. He oversees the corporate direction and strategy of both YourMembership and the recently-formed Community Brands, focusing on leadership, innovation, operational efficiency and execution to drive both customer and company growth. 

             Karen Kramer, MBA SPHR SHRM-SCP
Vice President of Human Relations
Association Management Center

Karen Kramer, MBA SPHR SHRM-SCP, serves as vice president of human relations. An integral part of
AMC’s growth, Karen has a deep understanding of both the employee and leadership sides of the
company. As a strategic partner on AMC’s Leadership Team, she is focused on the on-going success and
growth of AMC’s employees and its clients. She leads both corporate and team initiatives with a focus on
caring, respect, relationship building and engagement. As the project manager for relocating AMC, she
involved over a third of the staff to achieve a successful relocation of AMC from its former Glenview
location to its current Rosemont-area location, making it attractive to a more diverse group of potential
employees. It is extremely important to her that AMC team members feel respected and valued, and
can always find opportunities to grow, emphasizing, “When people are learning, they’re going to be
better at what they’re doing and more engaged, positioning them best to serve our clients.” Her love of
helping people has revealed itself in fostering AMC’s friendly culture and bringing clients and
employees to the company. Characteristic of her collaboration within the company, she likes spending
time with her family, gardening, and catching up with friends. 

             Bob Lewis
Managing Partner & Group Head of Association Management
Interel Group

Bob Lewis is Group Head of Association Management practice. He provides strategic counsel to clients,
specializing 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. 

             Molly Lopez, CAE
President
Association Management, LTD.

Molly Lopez became the President of AML in 1999 and owned the company for 11 years. She began
her career in association management in 1991 and has become a nationally recognized resource in
the industry. Molly handles marketing, overseeing day-to-day operations of AML, maintaining client
retention and seeking new business development. Molly currently serves as Executive Director of the
Iowa Chiropractic Society. Molly’s areas of expertise include: association management, global trends
analysis, public speaking, business development, marketing, human resources, leadership development,
volunteer management, meeting planning and communications. Molly received her Certified Association
Executive (CAE) designation from the American Society of Association Executives in 2002. She
is an involved member of the Iowa Society of Association Executives, American Society of
Association Executives, AMC Institute, Greater Des Moines Partnership, and the National Association
of Women Business Owners – Central Iowa Corporate Partner. 

             Bennett Napier
President and CEO
Partners in Association Management

Bennett Napier is President and CEO of Partners in Association Management, a company which he
helped found in 1998. Bennett has worked in the association management arena since 1992. Prior to
moving to Tallahassee, he worked in Washington, D.C. for a U.S. Congressman and also attended
graduate school in Atlanta, at Georgia Tech. Partners headquartered in Tallahassee provides full-service
association management for over twenty state, regional and national trade associations; certification
programs, foundations and professional societies. They have almost zero client turnover in its history,
and that is a result of strategically identifying associations that match the skill set and philosophy of
the company prior to bidding on new business. Bennett believes in volunteer service having served
as past president of the Tallahassee Society of Association Executives; past Chair of the Florida Society
of Association Executives and FSAE Foundation. He is also on the Executive Committee for the AMC
Institute, the national trade association, for association management companies. He is a graduate
of Leadership Tallahassee Class XVI and currently serves on the boards of the Tallahassee Area
Chamber of Commerce and Big Bend Hospice. 

             Lynda J. Patterson, FASAE, CAE
President and Owner
AMPED

As owner and president, Lynda J. Patterson, FASAE, CAE brings a lifelong passion for the power of
community and more than 25 years of experience in all aspects of association management. Lynda is
widely recognized for her expertise in developing innovative leadership models, organizational
growth strategies, and partnerships to advance association mission. She currently serves on the
ASAE Board of Directors and is a Fellow for the American Society of Association Executives.
She earned her undergraduate and master’s degrees from UW-Madison. 

  Michael L. Payne
Executive Vice President
SmithBucklin

As executive vice president, Michael L. Payne’s responsibilities include oversight of SmithBucklin’s
Washington, D.C. and St. Louis office operations, government relations team and select client
management activities. He also is active for SmithBucklin within the hospitality industry and
serves as a member of the SmithBucklin board of directors. Michael has more than 35 years of
government, association management and convention and trade show experience. He has also
served in the healthcare, manufacturing and professional services sectors. Prior to joining SmithBucklin,
Michael held a number of positions within the U.S. government, including deputy to the assistant
secretary for Congressional Affairs of the U.S. Department of Commerce. He also worked in the
department’s Office of Coastal Zone Management and the Economic Development Administration.
Michael is a former chairman of the Professional Convention Management Association (PCMA) and the
PCMA Education Foundation. He has also served on the board of directors of the Center for Exhibition
Industry Research and on the advisory boards of Hilton Hotels, Starwood Hotels and Fairmont Hotels,
as well as several convention bureau advisory boards. He is a member of PCMA, Meeting Professionals
International and ASAE.

 
             Celeste Rom, MSHR
Vice President of Corporate and Human Resources
Executive Director, Inc.

Celeste Rom, MSHR is Vice President of Corporate and Human Resources at EDI. Celeste began her
career with EDI in 2006 working in the human resources department where she has most recently
served as the director of the department since 2012. Currently, she oversees several support services
teams, including creative, information, human resources, technology and web services. Celeste
received her BBA in Human Resources from the University of Wisconsin – Eau Claire and her MSHR
from Marquette University. While in graduate school she was awarded the T.R. Martin Award for
excellence in graduate education from Marquette University’s graduate school of management. 

             David Schmahl
EVP and Chief Executive – Healthcare + Scientific Industry Practice, Technology Industry Practice
SmithBucklin

David Schmahl, EVP, serves as chief executive of SmithBucklin’s Healthcare + Scientific Industry
Practice, as well as chief executive of SmithBucklin’s Technology Industry Practice. David leads
all aspects of both practices, including their strategy; client organization service delivery and
performance; new client development; talent development and acquisition; operational excellence;
financial management; and thought leadership. He has been with the company since 2003, and has
served as executive director of client organizations in all three industry practices, steadily
acquiring additional executive responsibilities. He also provides executive oversight of three of
SmithBucklin’s wholly owned subsidiary companies. Prior to joining SmithBucklin, David’s
experience combines a Fortune 100 corporate environment with that of a high-tech media start-up.
He served on the Corporate Management Team of Next Generation Network, Inc., a digital media
company that was acquired and folded into the operations of Regal Entertainment Group (NYSE: RGC).
He started his career at Procter & Gamble, serving in multiple customer- and brand-related positions
in both Chicago and Cincinnati, Ohio. David holds a Bachelor of Arts in economics from Miami
University, Oxford, Ohio. 

             Jeanne Sheehy, MBA
Chief Marketing Officer
Bostrom

Jeanne Sheehy, MBA is Chief Marketing Officer (CMO) for Bostrom. In addition to the day-to-day
corporate marketing and business development operations, Jeanne serves as the 2019 Chair for the
AMC Institute. Jeanne creates client integrated marketing strategies focusing on growth, value, content,
and digital presence tied to goals and metrics. These strategies have included branding, website
redesigns, non-dues revenue generation, as well as social and mobile media campaign development. An
authority in integrated marketing, technology, new media, content marketing and association-marketing
trends, she has presented at various national and regional conferences. With more than 20 years of
marketing and communications experience, Jeanne is a recognized expert in integrated marketing
communications, global marketing, social media, mobile and website strategy. Jeanne spent more than a
decade in the enterprise-wide content management technology industry and in manufacturing and
consumer packaging prior to that. She earned her MBA from Rockhurst University in Kansas City,
Missouri and her bachelor of science in business administration from the University of Missouri. 

             Megan Woodburn, CAE
Founder and CEO
Strategic Association Management

Megan Woodburn is a seasoned association professional who has worked with national, statewide
and local associations during her seventeen-year career with non-profits. Megan began her career in
2000, organizing grassroots fundraising campaigns for various non-profit organizations throughout the
country. After a few years, she directed the administrative functions of over 64 offices and worked on
a national campaign team. Since moving back to Texas in 2005, Megan has made her career in
association management. She has managed statewide leadership boards, while overseeing many local
association affiliates. In 2010, Megan earned her Certified Association Executive (CAE) credential,
awarded by the American Society of Association Executives. In 2011, Megan was awarded with the
Young Professional Leadership Award given by the Texas Society of Association Executives. This was
the same year that she began the association management company, Strategic Association Management. In
2014, she served as the volunteer leader of the YMCA of Austin’s Annual Fundraising Campaign, where
they raised over $1.1 million dollars. Megan is a passionate traveler and has visited every continent,
except Antarctica. She once lived in Tanzania for a year where she worked with the Jane Goodall
Institute. Megan currently serves as a Director with the Texas Lyceum and as a board member with the
Texas Society of Association Executives. 




QUESTIONS

Contact Heather Koolmeyer, Membership and Meetings Coordinator at hkoolmeyer@amcinstitute.org or 703.570.8955.

AMCI Partners

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