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Spring Symposium: Virtual Registration

March 20 @ 10:00 am - 3:30 pm EDT
Virtual Event Virtual Event
Event Category:

Innovate | Collaborate | Transform

Date: March 20, 2024

Time: 10:00 AM – 3:30 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) Navigating the Transformation of Successful Member Engagement 

Course Description: 

Member engagement as we know it is ripe for a revolution. It’s time to move beyond just innovation and collaboration – it’s time for transformation. Often, we get so caught up in our typical day-to-day activities that we forget the power of real change. Without transformation, all those brilliant ideas and team efforts might as well be wishes in a well.

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.


Level Intermediate
NASBA (Field of Study) Business Management & Organization
CAE (Subject Domain) Organizational Strategy
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 up to 4
Cost Free
Delivery Group Internet Based

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Dave Will
Co-Founder and CEO, PropFuel
While working for SAP, a multi-billion dollar software company, nearly 20 years ago, I was advised to “walk faster and smile less, because perception is…
David Coriale, CAE
President, Delcor
For over 30 years, Mr. Coriale has helped associations align their information technology (IT) with their mission and business objectives. His experience with technology management,…
Heinan Landa
Founder & CEO, Optimal Networks
Heinan founded Optimal Networks, a premium IT services firm, in 1991. With Master’s degrees in Computer Science and Engineering from Johns Hopkins and an MBA…
Bill McGlade
President, Community Leaders Institute & epIQ Creative Group
As an ambitious co-owner and President of both epiQ Creative Group and Community Leaders Institute, I’ve spent 17 exciting years embracing the ever-changing world of…