Spring Symposium Information
Innovate | Collaborate | Transform
Date: March 20, 2024
Time: 10:00 AM – 3:30 PM
Location: In-person will be held at Alliance Bernstein in Washington DC.
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) Navigating the Transformation of Successful Member Engagement
Course Description:
In this session, we’re diving deep into why and how transformation should be at the heart of your member engagement strategies. We’re talking about breaking the mold and challenging the status quo. We’ll explore the common pitfalls that hold associations back, like staff turnover, team silos, and the ever-present “time poverty.”
Learning Objectives:
- The Real Deal with Member Engagement: What’s not working and why it’s time for a shift.
- A Fresh Take on Engagement: A new philosophy that puts transformation front and center.
- Embracing and Managing Change: Strategies to help your organization adapt, evolve, and thrive in the face of change.
Speaker: Dave Will from PropFuel
Session 2: (11:15-12:15 PM) Everyone, Every Role has IT Systems Requirements Responsibilities.
Course Description:
Technology projects are tenuous even with well-defined requirements. However, a technology project will surely fail if the requirements are incorrect and every single technology project has requirements. Join us for an enlightening presentation about how requirements play a critical role in every tech-dependent project. We will demonstrate and discuss various types of requirements, including business, system, user, functional, and nonfunctional requirements. We will also delve into how an organization’s characteristics and culture affect the outcome of a requirements analysis endeavor. It is imperative that everyone in the organization understand their role and accountability in a requirements analysis initiative. Whether you’re a CEO, VP, project manager, developer, user, or other, you have a role in the requirements project. This is true in every project; requirements must be defined regardless of whether you use classic waterfall or agile development methodologies.
Learning objectives:
- Differentiate the different types of requirements and each one’s role in a technology project.
- Identify leadership, business analyst, IT, user, and other roles and responsibilities required to ensure success.
- Educate participants so they can take the steps necessary to keep their organization’s technology initiatives on track.
Speaker: Dave Coriale from DelCor
Lunch (12:15-1:15 PM)
Session 3: (1:15-2:15 PM) A Practical Approach to Cybersecurity in the Age of Hybrid Work and AI-Powered Fraud
Course Description:
It is not possible for busy association leaders to stay up-to-date with all things cybersecurity, especially as the rate of technological change continues to increase exponentially. That’s why we’ve designed this course to get you up to speed on the threats and strategies that matter most to organizations like yours in March 2024—a time when employees and members are more dispersed than ever, and when artificial intelligence is raising at least as many questions as it answers.
We’ll work through practical frameworks, real-life examples, and clear action items to turn a complex and intimidating subject into one you’re ready to tackle head-on.
Learning Objectives:
- An executive-level framework to guide your cybersecurity strategy (and what NOT to worry about)
- A realistic look at the current threat landscape given industry trends such as hybrid work
- The dual role of artificial intelligence in amplifying and decimating successful attacks
- How and where to delegate protective measures that minimize risk to employees and members
Speaker: Heinan Landa from Optimal Networks
Session 4: (2:30-3:30 PM) Designing Memorable Experiences: Leveraging Design Thinking and AI in Event Management
Course Description:
Create events that leave a lasting impression by mastering the art of design thinking and AI integration. This course is for event managers, marketers, and industry professionals looking to take their event planning to the next level and create remarkable, unforgettable experiences for their audience. In the world of event management, the power of a compelling experience cannot be overstated. This comprehensive course will equip you with the design thinking principles that empower human-centric innovation and AI’s advanced capabilities to refine event strategies and enhance engagement.
Learning Objectives:
- Fundamental aspects of design thinking, including empathy, ideation, and experimentation, and how these principles can be applied to create more engaging and meaningful event experiences.
- Insights into how the availability of unlimited design resources, coupled with a design thinking approach, can lead to more creative and attendee-centric event environments.
- The strategic use of AI in social advertising to not only promote events but also to gather valuable data for tailoring event experiences to individual preferences.
Speaker: Bill McGlade from epIQ
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 Innovation, Collaboration and Transformation.
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)
