Digital Transformation

Ep 104: Navigating the AI Boom: Ethical Challenges & Opportunities for Associations

By association40 | March 1, 2025

In this episode of Association 4.0, we dive deep into how associations can harness the power of AI to stay ahead of the curve while navigating the challenges that come with misinformation, ethical dilemmas, and rapidly evolving technology.

Join Kelly Lakas, CEO and Founder of Onyx Point Systems, and Chris Hinrichs, PhD, CTO and Co-Founder of Onyx Point Systems, as they discuss their company’s mission to provide AI-driven solutions that enhance accessibility, usability, and impact for associations. Together, they explore the fascinating world of AI, from understanding the difference between confabulations and hallucinations to addressing the limitations of commercial AI models.

They also share thought-provoking insights on how AI could even influence what we think and how associations can embrace AI in ways that will save time, reduce frustration, and keep their members engaged. With the AI boom in full swing, it’s clear that associations who jump on board now can offer innovative services, improving operations and enhancing global reach—especially when it comes to language translation.

But as with any new technology, there are risks. Kelly and Chris highlight the importance of vetting AI partners carefully to ensure they align with your association’s goals and values. They also touch on the parallels between the dot-com boom and today’s AI revolution, stressing how essential it is for associations to evolve to stay competitive.

Tune in to hear all this and more, including a fun tidbit on keeping cheese on a pizza with… Elmer’s glue?

Don’t miss this essential conversation on the future of AI in associations!

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Ep 102: What’s the Secret Sauce?

By association40 | January 4, 2025

In this episode, we sat down with AI Enthusiast and Chief Communications Officer, Liz Peuster, at the South Carolina Association of CPA’s, to talk about what the “secret sauce” is for associations looking to increase member value by utilizing AI to automate mundane tasks in the New Year. According to Liz, artificial intelligence is an incredible tool that staff can use to alleviate “boring tasks” so they have more time to devote to discovering more personable ways to connect with their members.

One way Liz and her team took advantage of AI was through member renewal reminders. By adding a few simple prompts into ChatGPT, Liz was able to refresh her entire member renewal campaign in a matter of minutes. This allowed Liz and her team the free time to focus on more ways that their organization could connect with members and enhance their experience.

This insightful conversation revealed how AI, while overwhelming at times, can positively shape an association and position it’s staff and it’s members for success in every way. Listen in to learn how Liz and her team are getting in front of the digital revolution and supporting their members along the way.

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Ep 100: Implementing AI and Machine Learning

By association40 | November 29, 2024

In this special 100th episode of the Association 4.0 Podcast, join hosts Joanna Pineda of Matrix Group and Jason Wampler of the International Society of Automation (ISA) for a fascinating deep dive into the future of AI in associations. Jason shares how he and his team are implementing cutting-edge AI software to transform their organization, enhance member experiences, and deliver new, innovative services.

Discover how AI is reshaping the landscape for associations like ISA, as they leverage machine learning and generative AI to provide more personalized, efficient, and scalable solutions for their members. Learn how Jason’s team is training the AI to optimize processes, improve engagement, and create a brighter, more dynamic future in the digital age.

But it’s not just about the technology—Jason and Joanna also discuss the financial side of AI implementation. Whether you’re working with a modest budget or tens of thousands of dollars, there are options to integrate AI into your organization in a way that fits your resources. They break down how associations can approach AI investments, make smart choices, and ensure a high return on their technology spend.

As pioneers in the field, Jason and his team are leading the way for other associations looking to embrace AI and machine learning. This episode is a must-listen for association leaders, tech enthusiasts, and anyone interested in how AI can drive innovation and growth in today’s rapidly evolving digital world.

Tune in to celebrate our 100th episode and gain valuable insights into the transformative power of AI for associations, and how you can harness it to build a brighter, smarter future.

Why listen?

Learn how AI is transforming the association world
Hear about real-world AI implementation and training
Get tips on budgeting for AI integration
Discover how generative AI can boost your organization’s digital capabilities
Join the conversation on the future of associations in the digital age

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Ep 96: Transparency and Accountability – Helping Organizations Thrive

By association40 | July 5, 2024

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 94: We are the Source of Truth Again

By association40 | June 8, 2024

Despite the rapid rise of artificial intelligence and virtual services, a recent study found that students and younger generations are eager to attend in-person meetings and serve on committees. This is exciting news for associations and nonprofits as they look to the future to determine what value they can bring for members.

According to Senior Vice President of Digital and Technology at the American Geophysical Union, Thad Lurie, CAE, CIP, more and more people are hesitant to trust everything they read or see online and are seeking trustworthy sources to help answer their questions. This is where associations and nonprofits come in to help cut through the noise. The beautiful thing about these organizations is that they bring people together in a way that other businesses can’t because they can be a guiding entity that provides advice, resources, education, and camaraderie. While the digital landscape will continue to become more complex, trust by association is something organizations can look forward to.

With over 25 years of experience in IT and technology, Thad Lurie offers sound advice for analyzing data, choosing the right types of artificial intelligence, and strategies boards can do to become more successful. Listen in!

To get in touch with Thad Lurie, connect with him on LinkedIn: https://www.linkedin.com/in/thadlurie/

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Ep 93: Moving Beyond Water Cooler Conversations

By association40 | May 24, 2024

In honor of Asian American Native Hawaiian Pacific Islander Heritage Month, we are delighted to have association legend, Richard Yep, CAE, FASAE, on the Association 4.0 Podcast. His 40+ years of experience working in the association world has truly made him an expert in understanding the current trends in digital transformation and artificial intelligence and how they can be applied to organizations. Yep is currently in the midst of writing a book that discusses the transition of bouncing off ideas with coworkers by the office water cooler, to turning to AI for advice.

A lifestyle change is evident in Yep’s eyes. For associations to remain relevant, they must understand how to maximize the potential of AI and how they can use it to improve their organization without losing their special sense of community and camaraderie.

Are the days of knocking on your CEO’s door for help long gone? Let’s find out in this wisdom-packed episode.

To get in touch with Richard Yep, email: Richard.k.yep@gmail.com

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Ep 90: Computers Just Don’t Make Mistakes

By association40 | April 13, 2024

Think of AI as a highly intelligent coworker or partner. It can help us create. It can help us predict. It can help us understand. It can help us see the hidden. While artificial intelligence can help elevate associations in numerous ways, our guest, David Reid, Owner of Strategic and Consulting Services, suggests that the software needs to be regulated and monitored by the right people. With a strong background working in the IT department for companies like AT&T, AmeriTek, and NASA, we’d say Mr. Reid knows a thing or two about this subject.

For the CEO’s sitting at their desks, looking at their associations wondering how in the world they are going to incorporate AI into their strategic plans, fear not, this episode is for you. In truth, the reality is that artificial intelligence isn’t coming…it’s here. According to Reid, you don’t really have a lot of time to wait and see where this AI thing is going. So don’t stand with your feet on the ground because the train is moving on. Tune in to this vibrant discussion to learn more about generative AI and how to leverage its knowledge in your organization or business.

To get in touch with David Reid, please email david@reid-iba.com.

Links from this episode:

Artificial Intelligence | 60 Minutes

https://youtu.be/aZ5EsdnpLMI?si=L0z-ZmJLMOyuuriJ

What is generative AI and how does it work? – The Turing Lectures with Mirella Lapata

https://youtu.be/_6R7Ym6Vy_I?si=awGCLalAVPBRaEjW

Figure Status Update – OpenAI Speech-to-Speech Reasoning

https://youtu.be/Sq1QZB5baNw?si=cpHaHv-qbRddzOkv

Compare the big 3 AI models

https://youtu.be/ELMDugD5dCA?si=IL_pH77Suy353FgK

Introducing DBRX: A New State-of-the-Art Open LLM

https://www.databricks.com/blog/introducing-dbrx-new-state-art-open-llm

Alignment problems (Robert Miles)

https://youtu.be/bJLcIBixGj8?si=ilWk2QtLhLFvP0Vr

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Ep 88: AI Unleashed: Real-World Solutions and Results in Today’s Associations

By association40 | March 16, 2024

Join us for an enlightening journey into the heart of how contemporary associations are harnessing the power of Artificial Intelligence (AI) to drive unprecedented change and efficiency. “AI Unleashed: Real-World Solutions and Results in Today’s Associations” is an enriching conversation tailored for association leaders, technology enthusiasts, and innovation strategists. Our esteemed panelists are Jason Wampler, Senior Information Technology Executive of the International Society of Automation, Luke Vidacovich, Director of IT and Digital Strategy at the American Animal Hospital Association, and Brian Willard, Director of IT for the CCIM Institute.

From membership engagement, personalized communication, to data-driven decision-making, learn how associations of various sizes and sectors have effectively implemented AI solutions.

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Ep 87: To Invest Or Not To Invest In AI

By association40 | March 2, 2024

To invest in AI or not? That is the question so many associations face. While artificial intelligence may seem innovative and technologically advanced, organizations need to think hard about whether it’s the right move for their company.

Too often, our guest, Joseph Knecht, CEO of Proteus, sees associations fail after throwing everything they have into AI or a new software system. In their mind, investing in a new software should solve all their problems because it’s the “digital era.” However, Knecht suggests that associations become more “strategy-minded rather than software-minded” and to focus more on the needs of their customers or members.

“Know your customers and what they need from you and equip yourself with the right infrastructure to do that. In that order,” says Knecht.

It’s time to stop blaming marketing or another department for any low registration numbers and to start understanding what values your members seek from your organization and create a solid business model that reflects that.

Tune in to this wisdom-packed episode to learn more about how to leverage AI more effectively and tips to build an organization that will last for years to come. To learn more about Joseph Knecht and his company, visit https://www.proteus.co or email Knecht directly at jknecht@proteus.co.

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

By association40 | February 16, 2024

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

By association40 | January 20, 2024

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

By association40 | October 28, 2023

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 76: The Transformative Power of Technology

By association40 | September 9, 2023

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.

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

By association40 | July 29, 2023

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!

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Ep 71: Embracing the Dynamic Fusion of Technology and Culture

By association40 | May 28, 2023

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.

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