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S101: Symposium Session #1: Everything You Want To Know About Engagement Scoring (but didn’t know to ask)

June 22, 2022 @ 10:00 am - 11:00 am EDT

Association professionals understand conceptually what engagement scoring is and why it’s important, but do you know how to produce accurate scores that are meaningful and actionable? The key is how you build your engagement model – the activities and behaviors you can measure and their relative importance to your picture of engagement. During this session, we’ll dive deep into the nuances of creating a model that truly reflects what you value most in your members, and what they value most about your association. You’ll learn the do’s and don’ts of building the right model for your association and walk away with tips on how to get started.

LEARNING OBJECTIVES
  • Understand the key principles of engagement scoring
  • Determine how to choose the right activities to score for individuals and organizations
  • Learn how to assign points and weight them relative to all activities using 100-point scale

To attend the Symposium in person, please register here: IN PERSON SYMPOSIUM

Level Intermediate
NASBA (Field of Study) Information Technology
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed At least 1 year of association or nonprofit operations experience. No advance preparation required for course
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based

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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INSTRUCTORS
Bill Conforti
SVP of Strategy and Solutions, Association Analytics
Bill has more than 20 years in software products and services with experience ranging from strategy, operations, consulting, business development, human resources, and program management.…
Greg Pollack
SVP of Sales, Association Analytics
Greg is a seasoned professional having worked both for, and with, associations for over 15 years. He started his career working for a not-for-profit, learning…