Summer Symposium: Virtual Registration
Innovation and Disruption
Date: June 5th, 2025
Time: 11:00 AM – 4:30 PM (ET)
**In-person exclusive content 4:45PM-5:45PM (ET)
Location: In-person will be held at:
Adage Technologies
10 S Riverside Plaza STE 1500,
Chicago, IL 60606
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: (11:00-12:00 PM ET) Maximizing Member Value with AI: Strategic Approaches for Associations
Course Description:
Technology is evolving at lightning speed, and associations have something truly valuable that general AI models don’t: deep industry knowledge and member expertise. While popular AI tools pull from public data, your association is in a unique position to use AI strategically and deliver standout value to your members. Join association tech and AI expert Greg Pollack, VP, Sales Enablement & Engineering Onboarding at Higher Logic, to learn how to control and build on the foundation of your own content in today’s fast-paced AI-driven world.
Learning Objectives:
- Identify strategies to compete with AI searches to remain your members’ go-to resource for valuable industry information.
- Apply tips to increase the likelihood of your association and resources being found in AI search results.
- Explain the critical role your online community will play in our new AI-influenced landscape.
- Evaluate essential data privacy considerations and ways to stay agile as new challenges and opportunities arise with AI.
Speaker: Greg Pollack, VP, Sales Enablement & Engineering Onboarding at Higher Logic
Session 2: (12:15-1:15 PM ET) Innovation Without the Chaos: Redefining Disruption for Your Association
Course Description:
Disruption means different things to different organizations. For some associations, it’s about adopting new AI-driven tools. For others, it’s breaking free from a clunky CMS or reimagining how education and content are delivered. But real innovation isn’t about chasing shiny objects—it’s about aligning digital efforts with your mission, your members, and your capacity.
In this interactive session, we’ll explore how associations of all sizes can define their own version of innovation and disruption—and implement it in a way that’s sustainable and strategic. We’ll share a framework that helps IT, marketing, and education teams collaborate around shared goals, make data-informed decisions, and stay future-ready.
Learning Objectives:
- Define what “disruption” means for your organization.
- Analyze examples of successful digital transformation projects from other associations.
- Apply tips to avoid burnout and scope creep during redesigns or re-platforming.
- Identify ways to responsibly leverage AI to enhance—not replace—member experiences.
- Use a checklist to help you assess whether your current systems are holding you back.
Speaker: Jake Toohey, Director, Association Practice at Adage Technologies
CAE: Organizational Strategy
NASBA: Business Management & Organization
Lunch (1:15-2:15 PM ET)
Session 3: (2:15-3:15 PM ET) Culture Eats Innovation for Breakfast
Course Description:
The capacity to innovate inside your organization is critical, but most organizational cultures derail innovation efforts in ways leaders can’t even see. Using research from his new book, Culture Change Made Easy, Jamie Notter will break down the key culture patterns that prevent us from unlocking new value through innovation, and he’ll give you practical tips for changing your culture in ways that support more effective experimentation and learning. Learn how to create a culture where innovation thrives—before it’s too late!
Learning Objectives:
- Define what culture is and explain how it operates inside your organization.
- Analyze patterns within your culture that hinder your ability to effectively carry out the fundamental tasks of innovation.
- Design strategies to transform culture in ways that foster the behaviors necessary for successful innovation.
Speaker: Jamie Notter, Co-Founder at Propel
CAE: Organizational Strategy
NASBA: Business Management & Organization
Session 4: (3:30-4:30 PM ET) Combating Disengagement and Creating High-Performing Teams
Course Description:
Disengagement increases attrition while contributing to poor performance and poor morale, and is often the result of misalignment, or misunderstanding, among leaders, direct reports and teams. Addressing disengagement can radically decrease the chance of losing talented employees and improve overall workplace culture. This session will focus on helping participants create high-performing individuals and teams by addressing the causes of disengagement and focusing on specific skills for improved performance.
Learning Objectives:
- Explore the root cause of disengagement
- Discover the attributes of a high-functioning team
- Build alignment among you, your team and your leaders
Speaker: Steve Hopkins, Director, Organizational Performance at Wipfli
CAE: TBA
NASBA: TBA
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 and Disruption.
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)
RSVP
