Putting Momentum Back in Your Membership Flywheel: Workflow Activation for Associations
Course Description:
Membership momentum tends to fade quietly, and the challenges usually surfaces at renewal when it is hardest to recover. In this practical, association-specific session, Jim Thompson and Walt Rolle trace where the membership flywheel loses energy across the member journey and show why the cause usually runs through how the pieces connect, so improving a single tactic rarely holds. You will learn how to pick one workflow to activate first, whether onboarding, renewal, or event follow-up, and how a clearly defined workflow sets up the right, governed use of AI and automation on the AMS, CRM, and content systems you already own. You will walk away with a right-sized path you can start now and a simple checklist to run the first pass on your own.
Learning Objectives:
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Putting Momentum Back in Your Membership Flywheel: Workflow Activation for Associations (NASBA/CAE/CPE Course Credit Information)
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
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