We have had the opportunity to speak at many of the premier gatherings of association management staff over the past ten years. Please feel free to download our presentations for the specific programs that are hyperlinked below.

Recent/Upcoming Presentations

Research Presentations

Association Management Presentations

·     "Marketing & Branding Your Association," American Osteopathic Association, Phoenix AZ, November 2009.

·     “Rightsizing & Maximizing Your Membership Marketing," Virginia Society of Association Executives, Richmond VA, November 2009.

·     "Writing Your 'Report Card' - Metrics and Program Evaluation," KCSAE Annual Meeting, Kansas City MO, September 2008.

·      "Establishing Your Society as the Voice for Oncology in Your State," American Society of Clinical Oncology, Washington DC, October 2007.

·      "Lessons in Managing and Motivating Volunteers," Women in Defense, Arlington VA, September 2007.

·      "Maximizing Affinity Programs," Association Executives of North Carolina, Winston-Salem NC, July 2007.

·      "Managing Your Facilities: Profit Ratios and Operating Practices," RSA Intl. Keynote, Las Vegas, August 2007.

·      "Innovation for Associations," CESSE Winter Meeting, Tucson AZ, February 2007.

·      "Choose the Best Strategy for Delivering Your Messages: How to Use a Combined Communications/ Marketing Audit," ASAE Annual Meeting, Boston MA, August 2006.

·      "Corporate Social Responsibility," ASAE Annual Meeting, Boston MA August 2006.

·      "Marketing Yourself," ASAE Membership and Marketing Symposium, Washington DC, April 2002.

·      Faculty, Associate Member Program, ASAE School for Association Management, College Park MD, April 1999.

·      "Meet the Membership Experts," ASAE Membership Section Roundtable, December 1997. 
 

Recent Marketing Presentations

·    "Conference Marketing," DMAW Association Day, Event Co-Chair, October 2009.

• "Practice What You Preach: World Class Engagement Strategies," ASAE Annual Meeting, Toronto ON, August 2009.
• "Current Marketing Methods: Research and Data Mining," ASAE Annual Meeting, Toronto ON, August 2009.
• "The Past, Present and Future of Business Intelligence in Associations," ASAE Technology Conference, Washington DC, January 2008.
• "Membership Recruitment and Retention Campaigns," TSAE Annual Conference, Corpus Christi TX, September 2008.
• "A Review of Testing Programs," DMA Washington Nonprofit Conference, January 2008.
• "Metrics and Research for Direct Marketing Association Programs," DMAW Association Day, November 2007 and November 2008.
• "Pricing and Offers," ASAE Marketing Forum, Washington DC, July 2007.
• "Marketing Your Association," Mental Health America, Washington DC, September 2006.
• "Audience Management Practices and Principles for Associations," CESSE Annual Conference, Salt Lake City UT, July 2006.
• "Online Visibility: Why It Matters," Digital Now! Conference, Disney Institute Orlando FL, April 2006.
• "Beyond RFM: Modeling Applications," Direct Mail Fundraising Association, New York City NY, February 2005.
• "The Non-Membership Business Model: Working with the Unconverted," ASAE Great Ideas Conference, San Diego CA, February 2006.

Other Marketing Presentations

• "Program Evaluation Inside & Out: Self-Assessment and Comparative Benchmarking,' ASAE Great Ideas,  FL, December 2005.
• "The NGO Tsunami Response," ASAE KPOC (Key Philanthropic Organizations) Leader-to-Leader Institute, New York City NY, February 2005.
• "Telemarketing: Living in a World of Declining Response Rates," DMA Nonprofit Federation Conference, Washington DC, February 2004.
• "The Role of Telemarketing in Political and Nonprofit Operations," American Teleservices Annual Conference, Miami Beach FL, May 2004.
• "Telemarketing Operations in Nonprofits," DMA Teleservices Annual Conference, Doral FL, May 2003. 
• "Common-Sense Member Acquisition," ASAE Membership and Marketing Symposium, Washington DC, June 2005.
• "Acquisition and Renewal Testing," DMGroup Institute for Smart Marketing, Washington DC, September 2004.
• "Branding and Consistent Communications," NCDC Branding Workshop, Wilmington DE, June 2004.
• "Evaluating Your Marketing Program," ASAE Membership and Marketing Symposium, Washington DC, March 2004.
• "Best Practices in Membership Recruitment," ASAE Management & Technology Conference, Baltimore MD, December 2003.
• "The Commercial Model for Nonprofit Operations," DMA Nonprofit Federation Conference, Washington DC, February 2003.
• "Best Practices in Membership Retention Campaigns," ASAE Management & Technology Conference, Baltimore MD, December 2003.
• "Service Quality: Knowing When and How to Pull the Plug," ASAE Annual Meeting, Denver CO, August 2002.
• "Building an Information Based Portal in the Trade Association Environment," Digital Now! Conference, Disney Institute Orlando FL, February 2002.
• "E-Marketing Methods," Direct Marketing Association of Washington, Arlington VA, March 2002.
• "Trade Association Membership: Impact of Mergers and Acquisitions," ASAE Membership Marketing Symposium, Charlotte NC, March 2001.
• "When The Rubber Hits the Road: Managing the Direct Marketing Process," ASAE Marketing Roundtable, Washington DC, October 1996.
• "Audience Management Practices and Principles for Associations," CESSE Annual Conference, Salt Lake City UT, July 2006.
• "Beyond RFM: Modeling Applications," Direct Mail Fundraising Association, New York City NY, February 2005.
• "Building Internal Marketing Information Systems," ASAE Management & Technology Conference, Indianapolis IN, December 1999.
• "Establishing Database Marketing Programs," ASAE Marketing Symposium, Washington DC, February 1997.
• "Information-Based Marketing: Applying Database Marketing Methods to Improve Association Profitability," ASAE Management Conference, Washington DC, December 1996.
• "Databases and Integrated Marketing Communications," AMA Integrated Marketing Communications Symposium, Arlington VA, April 1996.
• "Database Marketing for Associations," ASAE Marketing Roundtable, Washington DC, March 1996.

Metrics and Pricing

• "Welcome to the Matrix: Metrics for Associations," ASAE Annual Meeting, August 2003.
• "If You Treat Them Like Members, They'll Only Buy More Stuff: Applying the Association Model to the For-Profit World," ASAE Annual Meeting, Philadelphia PA, August 2001.
• "Offers You Can't Refuse: Product and Service Strategies," ASAE CEO Boot Camp, Washington DC, June 2001.
• "Theory Vs. Reality: Realistic Sales Forecasts, and Using Them to Manage Expectations," ASAE Marketing Section Knowledge Network, November 2000.
• "Pricing Professional Services for Profit," American Institute for Certified Professional Accountants AICPA Interchange, Tucson AZ, June 2000"
• "Pricing for Associations," ASAE Marketing Symposium, Washington DC, March 2000.
• "How Did You Arrive at THAT Price? Pricing for Associations," ASAE special half-day workshop, Washington DC, January 1999.
• "Applying Common-Sense Marketing to Pricing Strategies," ASAE Marketing Roundtable, Washington DC, January 1998. 

Fundraising Presentations

• "Campaign Frequency Analysis and Decision-Making," DMA Nonprofit Federation Conference, Washington DC, February 2006.
• "Beyond RFM," Direct Mail Fundraisers Association, New York, NY, February 2005.
• "Brilliant Ideas for Better Fundraising," DMA Nonprofit Federation Conference, Washington DC, February 2004.
• "Rightsizing Your Fundraising Operation," NCDC Annual Conference, Orlando, FL, September 2004.
• "Profiles of Key Organizations," NCDC Annual Conference, Orlando FL, August 2004.
• "Marketing to Other Faiths," National Catholic Development Conference, Los Angeles, CA, September 2003.
• "Mid-Level and Major Giving," DMA Nonprofit Federation Conference, Washington DC, February 2003.
• "Illustration: Direct Marketing Test," DMAW Creative Testing Workshop, Arlington VA, May 2003.
• "Surviving and Succeeding in a Changing Fundraising Environment," DMA Annual Western Nonprofit Conference, San Francisco CA, June 2002.