• "Generating Nondues Revenue Programs: Workshop," National Tooling & Machining Association Annual Meeting, Austin TX, October 2008.
• "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.
• "The Non-Membership Business Model: Working with 'The Unconverted',"ASAE Great Ideas Conference, San Diego CA, February 2006.
• "Program Evaluation Inside & Out: Self-Assessment and Comparative Benchmarking,"ASAE Great Ideas Conference, Orlando FL, December 2005.
• "Service Quality: Knowing When and How to Pull the Plug," ASAE Annual Meeting, Denver CO, August 2002.
• "Marketing Yourself," ASAE Membership and Marketing Symposium, Washington DC, April 2002.
• "Trade Association Membership: Impact of Mergers and Acquisitions," ASAE Membership Marketing Symposium, Charlotte NC, March 2001.
• Faculty, Associate Member Program, ASAE School for Association Management, College Park MD, April 1999.
• "Meet the Membership Experts," ASAE Membership Section Roundtable, December 1997.

Marketing Presentations

• "Online Visibility: Why It Matters," Digital Now! Conference, Disney Institute Orlando FL, April 2006"
• "Membership Recruitment and Retention Campaigns," TSAE Annual Conference, Corpus Christi TX, September 2008.
• "The Past, Present and Future of Business Intelligence in Associations," ASAE Technology Conference, Washington DC, January 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.
• "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.
• "Beyond RFM: Modeling Applications," Direct Mail Fundraising Association, New York City NY, February 2005.
• "Common-Sense Member Acquisition," ASAE Membership and Marketing Symposium, Washington DC, June 2005.
• "Association Marketing Optimal Results," KCSAE Annual Meeting, Kansas City MO, Sept. 2008.
• "Acquisition and Renewal Testing," DMGroup Institute for Smart Marketing, Washington DC, September 2004.
• "Branding and Consistent Communications," NCDC Branding Workshop, Wilmington DE, June 2004.
• "The Role of Telemarketing in Political and Nonprofit Operations," American Teleservices Annual Conference, Miami Beach FL, May 2004.
• "Telemarketing: Living in a World of Declining Response Rates," DMA Nonprofit Federation Conference, Washington DC, February 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.
• "Best Practices in Membership Retention Campaigns," ASAE Management & Technology Conference, Baltimore MD, December 2003.
• "Telemarketing Operations in Nonprofits," DMA Teleservices Annual Conference, Doral FL, May 2003.
• "E-Marketing Methods," Direct Marketing Association of Washington, Arlington VA, March 2002.
• "Building an Information Based Portal in the Trade Association Environment," Digital Now! Conference, Disney Institute Orlando FL, February 2002.
• "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.
• "When The Rubber Hits the Road: Managing the Direct Marketing Process," ASAE Marketing Roundtable, Washington DC, October 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.

Research Presentations

Metrics and Pricing

• "Pricing Techniques for Associations," TSAE Annual Conference, Corpus Christi TX, September 2008.
• "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.
• "The NGO Tsunami Response," ASAE KPOC (Key Philanthropic Organizations) Leader-to-Leader Institute, New York City NY, February 2005.
• "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.
• "The Commercial Model for Nonprofit Operations," DMA Nonprofit Federation Conference, Washington DC, February 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.