Spring Symposium: In-Person Registration
Empowering Change
Date: March 6th, 2025
Time: 10:00 AM – 4:45 PM
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 AM) Empowering Change Through Data: Bringing Your Data to Life
Course Description:
Data is the engine that drives transformative change and enables associations to create truly personalized member experiences. Empowering change begins with understanding who your members are, what they need, and how they’re evolving in their careers and interests. Static data can no longer keep up with dynamic member needs.
Discover how to empower change within your organization by bringing your data to life. We’ll explore strategies to ensure your data evolves alongside your members, remains accurate and relevant, and works seamlessly across systems to meet members where they are. By harnessing the power of data, you’ll be equipped to create impactful, personalized experiences that drive meaningful engagement and long-term growth.
Learning Objectives:
- Explain how data empowers change and enables personalized member experiences.
- Develop strategies to maintain dynamic, relevant member data.
- Analyze methods for integrating data across systems to support evolving member needs.
Speaker: Cameron Aubuchon from PropFuel
Session 2: (11:15-12:15 PM) The Culture You Need in a Time of Disruptive Change
Course Description:
There is no one “right” workplace culture for everyone, but these days, there are some specific elements of culture that have become more important than ever—because they help you deal with rapid and disruptive change. Whether its publishing business models being upended, an unpredictable political landscape, or the unknown impact of AI, we are all dealing with change like never before, but our cultures may be getting in the way.
In this practical session, culture expert Jamie Notter will share research from his latest book that pinpoints the specific patterns inside most association cultures that need to be in place for you to manage change better, including elements of collaboration, innovation, agility, decision-making, and difficult conversations. He’ll help you spot the damaging patterns inside your culture and give you concrete strategies for changing your culture quickly in ways that improve your ability to deal with change.
Learning objectives:
- Analyze patterns inside your culture that mess with success and slow down change.
- Evaluate and prioritize areas of culture change based on specific challenges they face
- Develop strategies for rapid and thorough culture change
Speaker: Jamie Notter from Propel
Lunch (12:15-1:15 PM)
Session 3: (1:15-2:15 PM) Disruptive Engagement: Redefining Member Value in the Digital Age
Course Description:
As our world rapidly evolves, so do concepts of membership, challenging associations to rethink their value propositions. Social media and global technologies are drawing individuals into niche, private groups, reshaping expectations for community and engagement. This keynote explores the generational shifts influencing how members perceive the value of their time, actions, and data—and the rewards they expect in return. Join us to uncover what these changes mean for the future of associations and gain insights on how to adapt your strategies to align with these emerging member expectations.
Learning Objectives:
- Identify what members value most within your association
- Evaluate whether you are meeting member needs
- Develop strategies to keep members engaged year-round
Speaker: Dan Stevens from WorkerBee.TV
Session 4: (2:30-3:30 PM) The Human Element of AI: Making Technology Adoption Stick
Course Description:
AI is more than technology; it’s a transformative shift in how we work, think, and grow together as an organization. But here’s the truth: the challenges and opportunities that come with adopting AI aren’t unique to AI. They’re the same human factors we encounter with any major technology shift.
Successful technology adoption—whether it’s AI, a new CRM, or a digital platform—requires more than picking the right tool and rolling it out. It’s about what happens next. How do you ensure your team continues to focus on the tool, finds meaningful ways to use it, and integrates it into their daily workflows? What are the barriers that keep teams from fully leveraging these tools, and how can leaders help break them down?
In this session, we’ll talk about how to navigate these challenges, inspire curiosity, and ensure your team feels supported every step of the way. You’ll hear real-world stories about what works (and what doesn’t) when helping teams integrate AI – or any new technology – into their daily lives. Together, we’ll explore how leaders can make AI not just a passing trend but a lasting and meaningful part of their organization’s DNA.
Learning Objectives:
- Learn how to evaluate technology solutions, communicate their value clearly to your team, and roll them out in a way that builds trust and enthusiasm across your organization.
- Discover how to avoid the “launch-it-and-forget-it” trap by creating a culture of continuous improvement, where teams regularly revisit and refine how they use new tools like AI to meet evolving goals.
- Identify common obstacles—such as resistance to change, lack of training, or unclear processes—and explore strategies for breaking down these barriers to help your team fully embrace new technologies.
Speaker: Joanna Pineda from Matrix
In-Person Workshop: (3:45pm – 4:45pm)
During this exclusive in-person workshop, you will have the unique opportunity to interact with a diverse group of experienced professionals and thought leaders in their respective fields. This session is designed to foster open dialogue and provide you with deeper insights into the topics discussed throughout the event. Our panelists will answer your burning questions, share their personal experiences, and offer actionable takeaways to help you apply what you’ve learned. Whether you’re seeking practical tools, expert advice, or new perspectives, this workshop is the perfect chance to expand your knowledge and connect with like-minded individuals. Don’t miss this dynamic and insightful discussion that promises to leave you inspired and well-equipped for future success!
Our sessions will be led by thought leaders and subject-matter experts who have made significant contributions to these domains. Prepare to be engaged, informed, and inspired as you interact with individuals who have mastered the art of Empowering Change.
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)