Category: Best Practices

Ep 86: We Don’t Have Conversations Like We Used To

Ep 86: We Don’t Have Conversations Like We Used To

In the hot seat this week, is North Carolina Association of CPA’s Chief Operating Officer, Mark Soticheck. Mark weaves his extensive experience in accounting to this enlightening conversation with .orgSource’s CEO/Founder, Sherry Budziak. Together, they discuss how Artificial Intelligence has impacted their organizations, the potential demise of bookkeeping in associations, and when to unlearn any bad habits acquired over the last few years and reestablish new boundaries, new guides, and new ways of working together.

One of the simplest and most effective ways the NCACPA overcomes the challenges of communicating with their team, is by ensuring each person has their camera turned on during zoom meetings. This helps everyone become more intentional about their time and encourages their team to problem solve together.

Listen in to this episode to hear how Mark and his team create a balance between innovation and stability and to be reminded of the importance of being curious about what you’re doing and how you’re doing it.

To learn more about Mark Soticheck and his organization, visit https://www.ncacpa.org or get in touch with Mark directly at msoticheck@ncacpa.org.

Ep 85: Punks and Pinstripes

Ep 85: Punks and Pinstripes

Let’s face it. Most professionals in the world enjoy being liked. While being admired isn’t a bad thing, it could lead organizations to settle for the status quo again and again. In order for progress to be made, our guest, international keynote speaker, best-selling author, and CEO/Founder of “Punks and Pinstripes,” Greg Larkin, encourages the professional “punks” to rise up.

Many associations struggle with advancing their organizations, whether it’s a fear of rejection from their board or an aversion to the chaos when implementing new programs, change is hard. That’s why change was made for the “hard core” folks AKA the “punks.”

Greg Larkin has founded his business, “Punks and Pinstripes” on the belief that opposition is validation, and that outlier perspective makes “punks” uniquely capable of solving hard problems. We’re so excited for you to listen to Greg’s impactful tips for innovation and learn how to embrace the qualities that make you different in an organization. Let’s be punk on purpose!

You can connect with Greg Larkin on his LinkedIn page, join the www.punksandpinstripes.com community, read his internationally best-selling book, “This Might Get Me Fired,” or watch some of his talks with the .orgCommunity.

Ep 82: Strategies and Advice for Future Success for Leaders and the Like

Ep 82: Strategies and Advice for Future Success for Leaders and the Like

Business, regardless of whether you’re in the profit or nonprofit sector, is fundamentally about people. An association’s employees and board members play a crucial role to the health of the organization and its future success. Finding and attracting the right people can prove to be a difficult challenge, especially in today’s fast-paced digital market.

Our guests, Don Dea, Co-Founder of Fusion Productions and digitalNow, and his son, Al Dea, Founder of Edge of Work, sat down with us to discuss how leaders can be better listeners, tips to attracting top talent, and the most effective ways to encourage a team to do their best work.

“If you did your job in terms of bringing the right people on the bus, you have to make sure they are in the right seats,” says Don.

Get ready to challenge assumptions, spark creativity, and invite exploration in this thought-provoking episode of the Association 4.0 Podcast. Listen in!

Ep 81: The Blueprint for Success – A Proven Framework for Driving Certification Revenue

Ep 81: The Blueprint for Success – A Proven Framework for Driving Certification Revenue

Welcome to episode 81 with this week’s inspiring guest, Ashish Rangnekar, CEO/Co-Founder of BenchPrep. Sherry Budziak, Founder/CEO of .orgSource discovered the inside scoop into his wildly successful company. BenchPrep is proud to be the world’s first exam prep mobile app for iPhone. Since 2009, the app has transformed into a Learning Management System trusted by the world’s leading associations and credentialing organizations. In fact, Ashish and his team recently celebrated their app serving professionals in more than 50 countries with over 10 million learners!

This enlightening conversation dives into the history of BenchPrep, the importance and growing popularity of continuing education, and features a sneak peak of Ashish’s recent webinar with .orgCommunity. To watch the full webinar, visit https://videos.orgcommunity.com/mastering-revenue-growth-a-strategic-framework-for-your-certification-training-program. Don’t miss Ashish and Sherry’s ideas for growth and how to increase revenue using a strategic framework for educational programs. Listen in!

Ep 80: Unlocking the Executive Mindset with Donna Gandt of Impexium

Ep 80: Unlocking the Executive Mindset with Donna Gandt of Impexium

Join us in this insightful episode as I sit down with Donna Gandt, Chief Revenue Officer at Impexium, a leading force in empowering associations through streamlined membership management solutions. In today’s conversation, Donna and I delve into a topic close to .orgSource’s heart—cultivating the executive mindset within your team. We explore the essence of “thinking like an executive” and the profound impact it can have on both individuals and organizations.

Don’t miss this chance to gain valuable insights from Donna’s wealth of experience and expertise. Whether you’re a seasoned leader or aspiring to develop your team, this episode provides actionable strategies for fostering a culture of executive thinking within your organization.

Ep 79: The important role for AI functionality in the learning environment with Robb Rabito

Ep 79: The important role for AI functionality in the learning environment with Robb Rabito

Join us in this enlightening episode as we sit down with Robb Rabito, the Senior Director of Program Development at the American College of Chest Physicians (CHEST). Robb wears many hats, overseeing education, program creation, instructional design, accreditation, and online learning, all in the pursuit of advancing healthcare and professional development.

Discover how CHEST is at the forefront of empowering healthcare professionals with the knowledge and resources they need to excel in their fields. Robb Rabito shares insights into the organization’s work and the profound impact they have on the world of chest medicine. Whether you’re a healthcare practitioner or simply curious about the ever-evolving world of medical education, this episode is a must-listen.

Ep 78: Adapting and Innovating in Healthcare: A Conversation with Terrence Sykes, Chief Growth Officer at ENA

Ep 78: Adapting and Innovating in Healthcare: A Conversation with Terrence Sykes, Chief Growth Officer at ENA

This week, we have the pleasure of hosting Terrence Sykes, Chief Growth Officer at the Emergency Nurses Association (ENA). ENA stands as the leading professional nursing association, committed to shaping the future of emergency nursing through advocacy, education, research, innovation, and leadership.

In this episode, Terrence delves into the transformative impact of the pandemic on his perspectives, shedding light on how it has reshaped his approach to nurturing relationships and driving revenue in recent years. He also provides insights into his strategies for fostering innovation within his team, ensuring that imaginative concepts become actionable realities.

With ENA’s strong emphasis on nurturing a culture rooted in values, Terrence reveals the methods they employ to mitigate risk and seize opportunities in their pursuit of excellence. Join us for this insightful conversation!

Also check out the other podcasts from association leaders at the ENA:

EP 44: FOCUSING ON CULTURE TO RECRUIT AND RETAIN THE RIGHT PEOPLE FOR YOUR ASSOCIATION

EP 27: BUILDING THE FRAMEWORK FOR A HEALTHIER WORK ENVIRONMENT

 

Ep 77: Modern marketing technologies and strategies to build stronger connections

Ep 77: Modern marketing technologies and strategies to build stronger connections

This week’s guest is Chris Gloede, Chief Consultant at Ricochet. For over 25 years, Chris worked on-the-ground driving marketing experimentation and change for the world’s most notable brands, including BP, Chrysler, Kraft, Unilever, and more. He later brought innovation culture to the American Bar Association as its first-ever Chief Marketing Officer, reversing decades of membership decline. Chris and his team at Ricochet help associations and law firms leverage modern marketing technologies and strategies to build stronger connections to prospects, clients, and members.  Join us for this exciting conversation as Chris shares his view on the challenges and opportunities that associations experience while implementing MarCom technology, the impacts of AI, and his opinion about the best structures for future success.

Ep 76: The Transformative Power of Technology

Ep 76: The Transformative Power of Technology

In this episode, our host, Sherry Budziak, steps into the spotlight to discuss the transformative impact of technology on our interactions with association members. She explores the profound potential of artificial intelligence (AI) in reshaping how we engage with our members, enhance the value we provide, and streamline internal processes.

Ep 74: Leadership in an Ever-Changing World: Pioneering the Path Forward

Ep 74: Leadership in an Ever-Changing World: Pioneering the Path Forward

This week’s guest is Matty Rubenstein, founder of Aspaklaria, an association executive advisory firm he started about 15 years ago. For most of that time, he has been an interim strategy partner to many senior executives across IEEE, the Institute of Electronic and Electrical Engineers. For this episode, Matty talks to us about the challenges and opportunities he sees on the horizon for associations, as well as tactics and tools he thinks leaders should use to navigate disruption. He also chimes in on the role AI will play for consultants and how he sees the association industry changing both in the short and long term. Don’t forget to tune in! 

Ep 73: Advancing Association Pricing Models for Financial Sustainability

Ep 73: Advancing Association Pricing Models for Financial Sustainability

Our guest this week is Dr. Michael Tatonetti, a Certified Association Executive and Certified Pricing Professional on a mission to advance associations in their pricing models for financial sustainability. As the Founder of Pricing for Associations, he and his team work with associations to harmonize pricing and value across membership, education, sponsorship, events, and marketing. Michael is also a proud Association Forum Forty Under 40 honoree for his dedication to the association field. For this episode, Michael talks about pricing strategies for boosting member engagement and some best practices that he thinks association professionals should be using. 

Ep 71: Embracing the Dynamic Fusion of Technology and Culture

Ep 71: Embracing the Dynamic Fusion of Technology and Culture

This week’s guest is Patrick Dorsey, Senior Vice President of Marketing at Impexium. Patrick is responsible for the positioning; demand generation; CRM and automated marketing initiatives; as well as the integrated marketing efforts for Impexium, Billhighway and Greekbill. With over 25 years of experience across all marketing disciplines, he has designed and executed dozens of marketing initiatives focused on helping associations establish market leadership and exceed business objectives For this discussion, Patrick talks to us about the relationship between technology and culture, and the the biggest misconceptions that association professionals have about technology needs. Let us take a deep dive on how the most successful organizations use technology to leverage and maintain a healthy culture for their staff and members. 

 

 

Ep 70: Culture Counts: Building Workplace Culture That Attracts, Retains, and Inspires Part II

Ep 70: Culture Counts: Building Workplace Culture That Attracts, Retains, and Inspires Part II

This week we continue our conversation with Beth Taylor and Randy Wilson from the Precast/Prestressed Concrete Institute (PCI) in Chicago, IL about the importance of culture in today’s business environment. Our guests continue the discussion on how to intentionally build trust with your team in a remote setting and adjusting their leadership approach to match today’s current culture.

Ep 69: Culture Counts: Building Workplace Culture That Attracts, Retains, and Inspires Part I

Ep 69: Culture Counts: Building Workplace Culture That Attracts, Retains, and Inspires Part I

Our guests this week are Beth Taylor and Randy Wilson from the Precast/Prestressed Concrete Institute (PCI) in Chicago, IL. Beth is the Chief Financial and Administrative Officer and Randy is the Director of Architectural Precast Systems for PCI. Over the past 3 years, .orgSource has been working with PCI and their leadership team on numerous projects but specifically helping the team and staff clearly identify and enhance the culture of the organization.  Join us as we dive into a conversation with Beth and Randy on the impact they are making within their organization while creating a supportive work culture.

Ep 68: Drowning in Data – Identifying Event Data Points Most Beneficial to Associations

Ep 68: Drowning in Data – Identifying Event Data Points Most Beneficial to Associations

This week’s guest is Vinnu DeShetty, CEO and Founder of EVA Event Tech Hub. In this episode, Vinnu talks to us about key event data points that associations need to collect. With the gaining popularity of virtual events, associations now have a new layer of data that they’ve never collected before. No, event data is not new. Yes, there seems to be a lot more of it. Gone are the days when event data stays in its registration silos. Associations want to know what to do with data that can provide them insights that can help the entire organization.