Navigating the Future

Date: Monday, November 10, 2025

Time: 10:00 – 4:15 PM

**In-person exclusive content 4:15 PM-5:15 PM (ET)

Location: In-person will be held at:

Higher Logic: 4501 Fairfax Dr Suite 301, Arlington, VA 22203

This Symposium is a unique opportunity to engage with thought leaders and subject-matter experts who will guide us through the intricate and fascinating world of personal and professional development. Whether you are a seasoned professional, an emerging leader, or simply someone eager to enhance your understanding of these vital topics, this event is designed for you.  

Agenda: Each session is 1 CPE/CAE Credit

Session 1: (10:00-11:00 PM ET) Bridging the Gap: How Associations Can Win the Next Generation

Course Description: 

As the workforce evolves to include five generations, associations face a pivotal opportunity—and challenge—in engaging the next wave of professionals. This session, grounded in Multiview’s latest research, “Voice of the Member,” explores how associations can close the awareness-value gap, embrace digital fluency, and revive in-person connection to attract and retain Gen Z and Millennial members.

Through real data and actionable strategies, we’ll unpack what young professionals truly want from associations: tangible career outcomes, authentic digital engagement, and meaningful community. Attendees will leave with a modern framework for member engagement and a clear roadmap to future-proof their value proposition.

Learning Objectives:

• Identify the top barriers preventing young professionals from joining associations—and how to overcome them.
• Apply digital-first strategies that resonate with Gen Z and Millennial audiences across platforms like LinkedIn and Instagram.
• Design in-person experiences that foster connection, mentorship, and long-term engagement.
• Use Multiview’s 6M Framework to align mission, media, and messaging with evolving member expectations.

Speaker: Trevor Whyte, Vice President, Strategic Partnerships, Multiview

CAE: Member and Stakeholder Engagement and Management

NASBA: Communications & Marketing

Session 2: (11:15-12:15 PM ET) Security by Design: Protecting Your Payments and Reputation

Course Description:

In today’s digital-first environment, associations and non-profits are entrusted with sensitive member and donor payment information. A single breach (e.g., carding attack) can jeopardize both mission impact and organizational reputation.  A single breach can also lead to the immediate shutdown of your ability to accept payments. This session will guide leaders and finance teams through the essential strategies for securing payment processes from start to finish. From PCI compliance and tokenization to secure vaulting and gateway redundancy, participants will learn how to create a payment ecosystem that is resilient, trustworthy, and built to handle evolving cyber threats. Using real-world scenarios from associations and nonprofits, we will uncover how proactive security not only protects your data but also strengthens member and donor confidence.

Learning Objectives:

• Identify the key payment security requirements for associations and nonprofits, including PCI DSS standards and emerging best practices.
• Evaluate common vulnerabilities in payment workflows and determine appropriate mitigation strategies
• Apply tokenization, encryption, and secure vaulting techniques to safeguard member and donor data.
• Implement redundancy and contingency plans to ensure business continuity in the event of system downtime or a security incident.
• Assess the role of payment security in preserving organizational trust and donor/member retention.

Speaker: Wade Tetsuka, CPA, President, U.S. Transactions Corporation

CAE: Operations

NASBA: Information Technology

12:15-12:45 PM CATERED LUNCH BREAK

Session 3: (12:45-1:45 PM ET) Putting AI to Work for Your Members: Practical Applications You Can Start Using Today

Course Description: 

Artificial intelligence doesn’t have to be abstract or overwhelming. It can be a practical, human-centered tool to help associations serve members more effectively. In this session, we’ll explore three realistic ways associations are already using AI to streamline operations and improve the member experience.

Guided onboarding: Help prospective members move smoothly from discovering your organization to joining and engaging with benefits. AI can tailor content, highlight relevant programs, and reduce friction in the process.

Predictive renewals: Use AI to identify which members are likely to lapse, so your team can intervene early with the right message and timing.

Smarter self-service: Let members make updates to event registrations, rosters, and more with AI-powered tools. When they need extra help, the system can escalate to staff through support tickets or cases.

This session is designed for a non-technical audience. We’ll walk through each example with real-world context, simple visuals, and a focus on what is possible today.

Learning Objectives:

• Describe how AI can support guided onboarding by personalizing content and streamlining the new member journey.
• Explain how predictive analytics can identify at-risk members and enable timely, targeted renewal efforts.
• Evaluate AI-driven self-service tools that improve member experience while optimizing staff workload.

Speaker: Arden Winner,  Senior Salesforce Consultant, Fíonta

CAE: Member and Stakeholder Engagement and Management

NASBA: Information Technology

Session 4: (2:00-3:00 PM ET) Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects

Course Description:

In today’s fast-paced digital landscape, technology projects are essential to the growth and success of any organization. Yet, despite careful planning and execution, many projects face setbacks or fail to meet expectations. Join other technology leaders to discuss the importance of addressing the outcomes of technology projects—both the successes and the challenges—and explore how failures with technology projects, when handled correctly, can lead to valuable lessons that strengthen teams and enhance future project success.

Learning Objectives:

• Analyze the psychological and financial impacts of failed technology projects on teams and organizations.
• Discuss the value of openly sharing project outcomes—including failures—with peers to foster collective learning.
• Identify key lessons from both successful and unsuccessful technology projects to strengthen future performance.
• Develop strategies to rebuild team resilience and confidence following project setbacks.
• Apply retrospective tools such as post-mortems to improve outcomes in future technology initiatives.
• Evaluate the role of organizational leaders in mitigating burnout, managing stress, and motivating teams during and after challenging tech projects.

Speaker: Olivia Wilkins Business Analyst/ Project Manager, PerByte & Josh Carlson Founder & Chief Innovator, PerByte

CAE: Operations

NASBA: Information Technology