Category: Digital Transformation

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 84: Moving Away from Strategic Planning and Embracing Iterative Planning

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

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!

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 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 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 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.

Ep 67: Achieving Growth with a Quality-First Approach

Ep 67: Achieving Growth with a Quality-First Approach

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. 

Ep 60: Increasing Demand of Immediacy in Communications

Ep 60: Increasing Demand of Immediacy in Communications

Our guest for this week is Dick Knapinski, Director of Communications at the Experimental Aircraft Association. EAA is the only association that offers the fun and camaraderie of participating in the flying, building, and restoring of recreational aircraft with the most passionate community of aviation enthusiasts. Dick talks to us about the EAA’s annual mega event and how it brings the biggest crowd of flying enthusiasts all over the nation and the world! He also delves into the organization’s biggest challenges and opportunities, the different strategies they employ in attracting the younger generation to become new members, and how they use technology to advance their communications goals.