CSAE Fall Association Management Express

CSAE's Association Management "Boot Camp"

Fall Curriculum
October 20, 2011 through November 17, 2011

Attend a single program or the entire series
Weekly we will focus on the specifics of association management

Fall Curriculum
Spring Curriculum
Registration Information

With different curriculums for the fall and spring sessions, this intensive program meets once a week for five weeks to tackle a variety of topics in association management. The learning will be fun and thought-provoking as we delve into the specifics of the profession. Each session is approved for three hours of CAE credit in various domains.

This program is unique because it provides more than a not-for-profit view. It is association specific.

Although, NOT a CAE study program or intended as a preparation for the CAE designation, the program will address many of the broad topic areas you will find in the CAE Exam Content Outline.

Who should attend?

Individuals seeking the Certified Association Executive (CAE) designation.
New association executives looking for a fast start "boot camp".
Experienced association executives seeking a general refresher or to fill in the gaps in their personal skillset.
Up-and-coming association executives being "groomed" for chief staff executive positions.
Specialist staff seeking generalist training to better understand the profession of association management.
Individuals with a CAE seeking continuing education credit.

What will you learn?

Wow, where do we start? This program is best described as "association executive in a box." During this intensive 5-week program, you'll learn from experienced subject matter experts about specific areas of association management. You'll be given study resources to explore the topic matter at an even deeper level on your own. You'll be given practical tools, including "boilerplate" templates and forms, performance metrics and measurement tools you can use in your own association. You will participate in case studies and real-world scenarios to help you more effectively overcome challenges you'll likely face in volunteer and human resource management. You'll learn how to avoid legal pitfalls, manage risks and ensure your association is positioned for long-term success.

Why should I attend?

Newly hired to your first association executive position? This a great boot camp to get started right.
Do you have staff you want to move into management? This course provides a broad view of association management to develop an Executive in Training.
Would you like your staff to have a "big picture" of the association industry? This is a great opportunity for specialists to get out of their "silos" to learn about the profession of association management, not just their specialty.
Been there, done that? Even if you're an experienced association executive, you can benefit from a refresher or attend specific sessions to fill in the gaps in your personal skill set.

Time: 8 a.m. to 11 a.m.
Location: Diamond Hill Complex, Building C, Garden Level Conference Room, 2460 West 26th Ave in Denver.
Registration: 5-Session Package is $275 for members and $375 for non-members; individual sessions available for $75 for members and $90 for non-members.

Fall Curriculum

Week 1: (Oct. 20) Governance, Strategic Management, Leadership
CAE Credit: 1 hour in Domain 5; 1 hour in Domain 1; 1 hour in Domain 2
Faculty: Jeff Arnold, MAM, CAE, Leading Associations; Diane Matt, CAE, Executive Director, Women in Engineering ProActive Network, Inc.
Learn how to establish effective board/staff relationships. Understand fiduciary and strategic roles and the difference between governance and management. Establish a powerful methodology for strategic management and accountability. Examine the value of leadership training for staff and volunteers.

Week 2: (Oct. 27) Membership and Volunteer Development; Component Relationships
CAE Credit: 1 hour in Domain 7; 2 hours Domain 5
Faculty: Sarah Reynolds, CAE, Financial Management Association; Nancy Erickson, MBA, CAE, Association for Theatre in Higher Education
Establish and maintain a volunteer recruitment, training, recognition, and accountability system to attract and retain active and effective involvement of membership. Learn best practices to recruit and retain members. Understand basics of component relationships and how to structure the best collaboration for all parties.

Week 3: (Nov. 3) Meetings Management, Professional Development and Credentialing and Licensing
CAE Credit: 3 hours in Domain 8
Faculty: Bruce Whitaker, CHCME, CMP, President, Rocky Mountain Hospitality Network, Inc.; Francine Butler, Ph.D., CAE, Principal, Empressa Consulting
Learn best practices in meeting management, how to determine and effectively meet the educational needs of members and provide quality continuing education programs. Understand credentialing issues, learn about codes of ethics, licensure vs. registration, certificate vs. certification programs, and examine legal issues relating to certification programs

Week 4: (Nov. 10) Legal, Risk Management and Human Resources
CAE Credit: 3 hours in Domain 3
Faculty: Roberta Herman, MBA, CAE, Vice President, Colorado Restaurant Association; Bill Walters, III, Attorney, Heizer Paul Grueskin, LLP
Identify and avoid the legal pitfalls faced by trade and professional associations. Protect the association from liability exposure and ensure proper insurance coverage is in place if a lawsuit or other major loss is incurred. Learn best practices in human resource management.

Week 5: (Nov. 17) Financial Management and Business Planning; the CAE Exam Experience
CAE Credit: 1 hour in Domain 1; 1 hour in Domain 3
Faculty: Laurie Tretow, CPA, Executive Director, Colorado Society of Bariatric Physicians; Brian Stockman, Executive Vice President, American Society of Farm Managers and Rural Appraisers
Learn strategic financial management, and how to ensure your association has adequate financial reserves and long-term stability. Align the association’s activities, operations, and business plan to support the strategic goals and resources of the organization, including issues of globalization. Better prepare for the CAE Exam by learning from the personal experience of recent CAE recipients.

Registration Information

Consent to Use of Photographic Images
Registration and attendance at, or participation in, CSAE meetings and other activities constitutes an agreement by the registrant to CSAE’s use and distribution of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions and audiotapes of such events and activities.