Category: Podcast

Ep 97: The X-Factor of Any Organization or Team

Ep 97: The X-Factor of Any Organization or Team

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Trust is more than a buzz word. It’s the lifeline of an organization or team. Trust is essential for fostering a positive culture in associations, according to Kevin Martlage, Senior Consultant at .orgSource and expert in interpersonal dynamics and organizational culture. As a certified Myers Briggs practitioner, Kevin also highlighted the need to reimagine culture to create a supportive environment for innovation. He emphasized the importance of intentionality, transparency, and empathy in building trust, and the need to align expectations and overcome blind spots. Kevin also stresses the importance of assessing and defining an organization’s culture by identifying what good looks like through several key factors. By incorporating these factors into the workplace, whether online for in-person, employee relations will improve and create a more positive work environment. Listen in!

Reach out to Kevin directly at martlage@orgsource.com to learn more about how he can help organizations with culture assessments or visit www.orgsource.com to schedule a meeting with one of our team of experts.

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Ep 96: Transparency and Accountability – Helping Organizations Thrive

Ep 96: Transparency and Accountability – Helping Organizations Thrive

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Artificial intelligence is certainly top of mind for association leaders and board members. That’s why we are delighted to feature .orgSource Consultant, Sue Dykema, on today’s episode. Sue has over 27 years of experience working as CEO and in various managerial positions at the American Society for Aesthetic Plastic Surgery and is an expert in guiding organizations to achieve strategic objectives. Her esteemed track record and deep roots in the association industry bring a unique perspective that we can all learn from to find efficient solutions and make wise decisions.

In this episode, Sue emphasizes the importance of emotional intelligence in associations to build trust and a positive culture for members. In addition, she discusses how board members can determine when artificial intelligence can be leveraged for tasks and when a human perspective is needed instead. Lastly, Sue shared her thoughts on how associations can reimagine governance in light of the shifting digital landscape.

All in all, Sue highlighted that technology is a tool to build productivity and associations need to be wise when incorporating it into their organizations. Listen in to learn how!

To get in touch with Sue, please email sue@orgsource.com or sherry@orgsource.com.

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Ep 95: Managers and Directors – Our Unsung Heroes

Ep 95: Managers and Directors – Our Unsung Heroes

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Joining us on the podcast today is .orgSource Managing Director of Digital Strategy, Sharon Rice, and .orgSource Consultant, Jennifer Proctor. About a decade ago, Sharon used to be Jennifer’s supervisor, which sparked the conversation of the relationship between staff members and directors, and how associations can better support those in positions of power to work at their full potential. Sharon and Jennifer identified three major areas of consideration.

In order for managers and directors to be more successful, they must first analyze their capacity. If there is a feeling of dread before the work day starts, or the feeling of never having enough time to get tasks completed, this could be a sign of burnout. To overcome this feeling, Sharon and Jennifer recommend using some of those vacation days to reset or delegating accordingly.

The second area managers and directors can find success in is having their staff create weekly status reports. This doesn’t have to be a lengthy write-up. It can be as simple as a one-page document with bullet points. A weekly status report is an excellent way for association leaders to stay informed about projects and build stronger connections with their staff.

Last, but not least, managers and directors need to remember they are in a unique position to understand the strategy of an organization and where the waste is. Waste doesn’t necessarily equate to a monetary value either. Waste could be identified by finding a better use of everyone’s time. For example, if meetings are disrupting too much of the day, why not establish a boundary of “No Meeting Mondays” where staff and leaders can be free to focus on their tasks for at least one day of the week?

There is a plethora of “food for thought” knowledge in this episode that is perfect for any leader in an organization. Feel free to send us a message on social media @orgsource to let us know some of the ways we can help association’s “unsung heroes” find success. Happy listening!

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Ep 91: That’s So Fundamentally Human

Ep 91: That’s So Fundamentally Human

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This episode of the Association 4.0 Podcast reveals a truth that practically everyone can relate to. The interest in networking and in person connection has never been more prominent than it is today in this post-COVID, technology-driven, world. That’s good news for associations and nonprofits, according to our guest, Kim Robinson, President of Frontline Co.

The demand for finding and connecting with like-minded people is only going to become more prevalent over the next few years. People appreciate in-person activities because of the isolation they’ve experienced during the pandemic and are craving human connection, says Robinson. This is how associations and nonprofits play such a huge role during this societal transition.

With their ability to bring industry professionals together over a common goal or interest, it’s clear the impact of associations and nonprofits isn’t dwindling anytime soon. Tune into this episode to learn more about opportunities for associations to engage their target audiences, how nonprofits can leverage artificial intelligence, and whether or not advocacy should be on an organization’s mind. Listen in!

To learn more about Kim Robinson and her team, visit https://frontlineco.com

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

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

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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.

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Ep 84: Moving Away from Strategic Planning and Embracing Iterative Planning

Ep 84: Moving Away from Strategic Planning and Embracing Iterative Planning

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Stepping into the spotlight, is .orgSource’s very own Managing Director of Business Strategy AKA .orgSource’s “Resident Futurist,” Sharon Rice.

Sharon is an expert on strategic and business planning, growth strategies, comprehensive product development, and has helped numerous associations find lasting success. In this episode, we tapped into Sharon’s wealth of knowledge to discover applicable ways CEO’s and Executives can adapt to a more virtual environment and inspire their staff and board members to embrace a more collaborative planning method.

“Associations can create the future that they want to create. It’s all about being intentional,” says Sharon.

Instead of the typical, “set it and bake it” type of strategic planning, Sharon urges organizations to lean into iterative planning which allows more voices to be heard and better prepares associations for change.

From book recommendations for leaders to discussing whether or not organizations should keep their leases in a virtual culture, the amount of wisdom packed in this episode is something you won’t want to miss. Listen in!

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Ep 83: Creating an Organism Instead of an Organization

Ep 83: Creating an Organism Instead of an Organization

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We had the pleasure of sitting down with Garth Jordan, CEO of the American Animal Hospital Association to discuss his thoughts on the current state of associations after the pandemic, how bosses can become more like mentors and guides, whether or not long-term strategies are worth planning, and much more.

This episode is jam-packed with advice for CEOs and association leaders to discover the path towards high collaboration within their board and how to build trust to minimize micromanagement. It’s time to eliminate the extraneous and unnecessary and create a more balanced and innovative organization. Tune into this powerful episode to learn how to simplify the journey towards excellence!

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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

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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!

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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

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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!

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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

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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.

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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

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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

 

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Ep 75: Elevating Member Communication and Engagement through AI Advancements

Ep 75: Elevating Member Communication and Engagement through AI Advancements

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Our Featured Guest for this week is Jay Daughtry, the Chief Communications Officer and Owner of C-cubed. With an extensive career spanning over two decades, Jay has established a robust reputation in account management, business development, marketing, and communications. C-cubed specializes in supporting clients across marketing, communications, and business development domains, often assisting organizations in expanding their capabilities through novel initiatives like test cases and pilot projects. Drawing from a diverse array of client experiences, Jay provides a unique perspective on associations and their operations. In this episode, he shares his insights, as well as his vision for the future of marketing in relation to new trends such as the application of AI. Stay tuned!

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Ep 73: Advancing Association Pricing Models for Financial Sustainability

Ep 73: Advancing Association Pricing Models for Financial Sustainability

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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. 

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Ep 67: Achieving Growth with a Quality-First Approach

Ep 67: Achieving Growth with a Quality-First Approach

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This week’s guest is Jennifer Pitts, Vice President of Products, Programs, and Certification at the National Association for Healthcare Quality. Jennifer is a strategy-focused leader with an extensive background in growing the business of education and certification, as well as, developing talent. In this episode, Jennifer talks to Sharon Rice, Managing Director of Business Strategy at .orgSource, about how NAHQ exemplifies the benefits of a quality-first approach to business. From managing change and transition in digital markets to supporting your team in adjusting to new or disruptive circumstances, this is a must-listen for all growth-driven leaders of organizations. 

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Ep 65: How Marketing Strengthens an Organization’s Culture

Ep 65: How Marketing Strengthens an Organization’s Culture

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This week, our guest is Jennifer Michalek, Assistant Executive Director for Marketing and Communications at the Radiological Society of North America. Trained in situational and servant leadership, Jennifer heads multiple departments, a staff team of 40, and has led numerous committees and initiatives throughout her career in association management. In this discussion, Jennifer talks to us about how she supports a positive culture in such a large association and the challenges her team encounters along the way. As marketing teams usually play an important role in helping departments across the organization be aware of the values and mission, she shares with us some of the strategies her group uses to put everyone on the same page. Don’t miss this great conversation!

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