Major Association Governance and Management Assessments and Strategic Planning and Research Assignments
1. Governance
& Leadership Assessments, Training, Team Building, and Reviews
2. Management,
Structural and Personnel Assessment
3. Association
Management Company & Start-Up Assessments for Associations
4. Strategic
Planning Assignments
I. Governance & Leadership Assessments, Training, Team Building, and Reviews
Specialized Carriers
and Rigging Association—January 2012, May 2011, August 2010, August 2009,
October 2008 and July 2007 —3M budget, 15 staff-Multiple Assignments
Contact:
Joel M. Dandrea
Executive Vice President
Specialized Carriers & Rigging Association
2750 Prosperity Ave., Suite 620
Fairfax, VA 22031
703-698-0291
(f) 703-698-0297
jdandrea@scranet.org
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conducting a review, research and facilitation of the 2012 strategic
plan. Reviewed key association personnel positions, reviewed and evaluated
the association and completed a salary and benefits examination of the entire
staff to ensure all salaries were in line with like organizations for the
Compensation Committee. In 2009 conducted research for (interviews,
environmental scan and focus groups) and facilitated the SC&R Foundation
strategic plan, and a salary and benefits review. In 2008, conducted research for and
facilitated a strategic planning journey for the association. Conducted in-depth interviews with the staff and other stakeholders,
a comprehensive environmental scan, a quantitative survey and plan facilitation
and report. In 2007 conducted a
position analysis and compensation review with findings and recommendations to
align the association’s compensation system with association industry best
practices. Created a best practice bonus system for review by the Compensation
Committee based on interviews with a variety of associations to ensure SCRA was
competitive in its compensation programs
Association for
Prevention Teaching and Research– February 2012, November 2011—2M Budget—10
Staff—3,000 Members—Multiple Assignments
Contact:
Allison L. Lewis
Executive
Director,
Association
for Prevention Teaching and Research,
1001
Connecticut Avenue, NW, Suite 610
Washington,
DC 20036
202.463.0550
x133 Phone
All@aptrweb.org
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a strategic research and planning assignment for the
association complete with interviews, an environmental scan, and governance and
management assessment to position the association for future operations. The
assessment will address the current environment, in which the association
operates and opportunities for improvement in operations, structure and governance.
All functional areas including management, finance, admin, membership,
marketing, affiliate operations, conventions and meetings, education and
certification will be examined.
International
Association for the Study of Pain – February 2012, August 2011,—7M Budget—20
Staff—5,000 Members Worldwide—Multiple Assignments
Contact:
Kathy Kreiter
Executive Director, or,
Fernando Cervero, MD
President Elect
fernando.cervero@mcgill.ca
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting an association management assessment and strategic research
and planning assignment for the association complete with interviews, focus
groups, an environmental scan, a quantitative survey of members in preparation
for an Executive Committee facilitation of the strategic plan going forward.
Conducting an operational assessment for the Board using
in-depth interviews with the staff and Board and others. The assessment
will address the current environment, in which the association operates and
opportunities for improvement in operations, structure and governance. All
functional areas including management, finance, admin, membership, marketing,
affiliate operations, conventions and meetings, education and certification
will be examined. Will assist the association to address its
headquarters and staffing options for the future as a result of the strategic
planning assignment.
International
Urogynecological Association– Sept 2011, April 2011—4M Budget—5 Staff—3,000
Members Worldwide
Contact:
Soren Brostrom,
MD, PhD, MPA
Urogynecologist, Associate Professor
Herlev Hospital, University
of Copenhagen
Secretary-Treasurer
International
Urogynecological Association
Mobile: +45-42454245
soren@brostrom.dk
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a year long strategic research and
planning assignment for the association complete with interviews, focus groups,
an environmental scan, a quantitative survey of members and affiliates in
preparation for a three day board facilitation of the strategic plan going
forward. Conducting an operational and governance
assessment for the Board using in-depth interviews with the staff and Board and
others. The assessment will address the current environment, in which
the association operates and opportunities for improvement in operations,
structure and governance. All functional areas including management, finance,
admin, membership, marketing, affiliate operations, conventions and meetings,
education and certification will be examined. Will assist the
association to address its headquarters and staffing options for the future as
a result of the strategic planning assignment.
National Association of
Medical Staff Services—January 2011 /November / September / August / April 2005
–1.8M--5 staff (4 assignments)
Contact:
Donna
Goestenkors, CPMSM
Past
President President, or
Megan
Cohen, MPA, CAE
Executive
Director
Donna
618.830.0057(c); Megan 202.3671220
dgoestenkors@greeley.com
goosemd@sbcglobal.net
Services rendered by
Stephen C. Carey, Ph.D., Karen Clayton: Performed a detailed management and governance
assessment for the association to benchmark current management and governance
operations and operating ratios. Provided suggestions as to how the association
could improve its staff management operations, communications with governance
components and how to better market the product lines. Conducted a search for a
management firm for the association, including preparation of the RFP,
interviewing the prospective candidates and facilitating the search process.
Also reviewed the certification and educational components of the association
and revising the strategic plan. Facilitated an accreditation and expanding
membership meeting with the Board.
International Association
for Exhibition & Events (Formally NAEM) –January 2011 and October 2007—4M
budget, 18 staff—Multiple Assignments
Contact:
Cathy Breden, CAE, CMP, COO, and
Steven Hacker, CAE, President
8111 LBJ Frwy
972.687.9201
Cbreden@iaee.org, shacker@iaee.org
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted an
individual and collective board performance appraisal. Created a 45 question
customized board evaluation instrument and a 20 question individual evaluation
system. Board members sent the instrument back to AMMR and a report was created
highlighting strengths and opportunities for improvement. Conducted a full 18 month strategic
assessment using in-depth interviews, focus groups and a quantitative needs assessment
survey to prepare the association for their strategic planning program and
implementation. Conducted a facilitation with a
variety of members in different cities and a facilitated strategic planning
team program. The plan will link the objectives of the association with the
operational plan for the coming several years.
American Logistics
Association—December 2010, June 2010--December 2009, December 2008 and November
2007—4M Budget, 15 staff (Multiple Assignments)
Contact:
Maurice Branch
Chief Operations Officer (VP-Ops)
202.416.4162
Services rendered by Stephen C. Carey,
Ph.D. CAE, Karen Clayton, CAE: Conducted a complete review and facilitated, with a task
force of past chairs, a rewrite of the association bylaws and policies and
procedures to separate bylaws from policies and procedures, compared with best
practice and benchmark bylaws of in class associations—will facilitate board
and membership town hall discussions and recommendations. Conducted a
governance presentation and facilitation on roles and responsibilities of the
association Board and Officers for the past three years. Provided the initial
training module in 2007 and continue to train new boards each year.
The New York Society of Securities
Analysts – June 2010—6.6M Budget –20 Staff
Contact:
Nanci D. Morris, CFA
President
973-635-2557
201-400-8672 cell
nmorris218@msn.com
Services rendered by Stephen C. Carey, Ph.D, CAE: Met with the President and key volunteers and the Executive Director and conducted a review of key issues of the Society surrounding Policy Governance and conducted a Board facilitation regarding the revision of its Ends and Means. Assisted the Board in identifying key issues for resolve and developing a road map for creating the focus for the future.
American Academy of Craniofacial
Pain—April 2010, August 2009, May 2009 and March 2007—3M Budget, 8 staff
(Multiple Assignments)
Contact:
Rob Patterson
Executive Director
1901 N. Roselle Road
Suite 920
Schaumburg, IL 60195
(847) 885-7400
Services rendered by Stephen C. Carey, Ph.D. CAE, Karen Clayton, CAE and Len Rickman MS: Conducting governance and bylaw facilitation with key officers and directors, and conducted a governance presentation on roles and responsibilities of the Academy Board and tips on how to conduct an effective board meeting. Conducted a review and rewrite of the Academy’s bylaws and policy and procedures. Assisted the Academy with a governance facilitation for the Officers in regards to the roles and responsibilities of the Board, Executive Committee and provided a needs assessment of operations using in-depth interviews and a survey in order to better gauge the management effectiveness of the organization. Managed a search for a new management company for the Academy. Prepared the bid specification, launched the RFP and evaluated the firms proposing. Assisted the Academy with the contract negotiations and transition.
AGA-- Association of Government
Accountants—March 2010, December 2009—5M budget, 30staff
Contact:
Relmond Van Daniker
Executive Director
AGA - Advancing Government Accountability
2208 Mt. Vernon Avenue
Alexandria, Virginia 22301-1314
Phone: 703.684.6931, ext. 321
Toll Free: 800.AGA.7211
Fax: 703.548.9367
E-mail: RVanDaniker@agacgfm.org
Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted National Executive Committee governance facilitation to identify key issue in the governance and planning areas. Conducted interviews with the volunteer leadership and staff and provided the National Executive Committee with a strategic planning facilitation in anticipation to strategic planning and management research. The facilitation encompassed key 2010 strategic issues associations are tackling, do’s and don’ts and key strategic planning components. Also discussed were management and staff roles in planning and how to measure performance of tactical initiatives against the plan.
National Osteoporosis Foundation–January
2010, September 2009 and May 2009—5M, 20 staff (Multiple Assignments)
Contact:
Honorable Daniel Mica
Chairman of the Board, and
CEO
Credit Union
National Association
1232 22nd St, NW
Washington, DC 20037
Phone: (202) 508-6704
Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Facilitated a strategic and operational assessment and intervention with the Foundation using in-depth interviews with the staff and Board and others. The assessment addressed the current environment, in which the Foundation operates and opportunities for improvement in operations, structure and governance. Assisted in the sale of the Foundation’s headquarters building and move to temporary and again to permanent space. Conducted a search for the new Executive Director and facilitated the research (interviews, focus groups and quantitative member/donor needs assessment) and strategic plan and facilitated session to be used to create the strategic plan of the Foundation. Acted as interim supervisors during the initial move and interim after the new Executive Director was selected and when she came on board.
The Children’s Inn at NIH—November 2009,
February 2007 (Multiple Assignments)—10 Million Endowment—15 staff, 350
Volunteers
Contact:
Tammy Pinson, MS, SPHR
National Institutes of Health
7 West Drive
Bethesda, MD 20814
Phone: 301.451.9458
Fax: 301.402.6884
Services Delivered by: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Provided a board governance and fundraising facilitation to engage the Board fully in governance and fundraising functions. Previously, provided assistance to the Inn in the personnel and organizational structural areas. Performed an overall personnel, financial and operational management review and analysis in preparation for the expansion of the Inn’s physical space and staff and volunteer operations, which occurred in 2005. Included interviews with volunteers and community leaders, focus groups with family residents and an operational, personnel and compensation audit. Recommendations provided in the staff structural and financial areas and the physical plant environment.
American Society for Clinical Pharmacology
and Therapeutics -- 5M Budget—11 Staff—March 2009
Contact:
Sharon J. Swan, CAE
Executive Director
American Society for Clinical Pharmacology and Therapeutics
528 North Washington Street
Alexandria, VA 22314
703.836.6981 phone
703.836.5223 fax
Services delivered by: Stephen C. Carey, Ph.D., CAE: Conducting two facilitations on volunteer leadership and governance trends and issue to the Board and to key leaders of the association. Sessions target content in the governance and best practices in association management as well as development o fundamental leadership skills.
National Cattlemen’s Beef Association --
80M Budget—125 Staff-- October 2008, December 2008, January 2009, (multiple
assignments)
Contact:
Kendal Frazier
Senior Vice President, Leadership and Governance
National Cattlemen's Beef Association
9110 East Nichols Avenue
Centennial, CO 80112
Direct Line: 303-850-3350
Services delivered by: Stephen C. Carey, Ph.D., CAE: Provided programs on board meeting and executive committee management and the role of board, performance and assessment tools and techniques, committee operations and board leadership and management techniques and facilitated two programs for The Professional Development Workshop for State Executives (October 2008). Provided marketing and communications training for core affiliate associations in the areas of true value definition, quantification and delivery, advanced segmentation tools, pricing considerations, product line marketing planning. (June 2008).
National Association of State Title I
Directors—Budget 1M—2 Staff—October 2008
Contact:
Richard M. Long, Ed.D.
Executive Director
P.O. Box 5320
Arlington, VA 22205
202.624.8911
richlong@titlei.org
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitated a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, and an 18 area environmental pulse scan to prepare the association for their strategic planning program and implementation. The facilitation aimed at developing the longer term vision and key action areas for the association along with selecting the correct management structure and environment moving forward.
Academy of Certified Hazardous
Materials Managers–September 2008—8.5M budget, 40 staff
Contact:
Cedric Calhoun, CAE
Executive Director
9650 Rockville Pike
Bethesda, MD 20814
(301)634-7428 (Direct)
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating and coaching a 5 month strategic assessment and strategic plan development assignment with the Strategic Planning Committee and the Board using in-depth interviews, informal focus groups, and an 18 area environmental scan to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key goal areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming several years. Also, conducting a governance and leadership training program for the Board.
American Association of Community
Colleges—July 2008 and August 2008—10M Budget –50 Staff—Multiple Assignments
Contact:
George R. Boggs
President and CEO
One Dupont Circle, NW, Suite 410
Washington, DC 20036
(T) 202.728.0200, ext. 235
(F) 202.452.1461
gboggs@aacc.nche.edu
http://www.aacc.nche.edu
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a full strategic and operational planning review. Created priority objectives and tactical initiatives for key goal areas in all functional areas and provided suggestions as to how the association could organize more efficiently and effectively for the future. Working with the Board on governance management including duties and responsibilities of board members, fiduciary responsibilities, management and staff areas of responsibility and motivation of volunteer leaders. Also provided governance research and a governance workshop for the Board in governance best practices and roles and responsibilities of the Board and operating committees and councils.
Combined Federal Campaign of the National
Capital Area-- June 2008— 50M Budget--30 Staff and 30 Loaned Executives
Contact:
Henry Rubin
Associate Director
750 17th Street, NW, Suite 200
Washington, DC 20006
202.465.7223
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a leadership, management and team building facilitation with the senior staff of the organization, in order to assist the CFCNCA better manage and develop its Loaned Executive program and provide them with tools to better manage its outreach units.
Visiting Nurses Associations of America --
June 2008— 4 M Budget--18 Staff
Contact:
Andy Carter
President and CEO
900 19th Street, NW, Suite 200
Washington, DC 20006
Phone: (202) 384-1425
Fax: (202) 384-1444
ACarter@vnaa.org
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a membership and governance assessment of the association, and conducted a Board facilitation to review and discern the membership criteria, policies, procedures, dues structure and direction of the association going forward to assist in bringing the association to the next performance level.
American Orthinologist’s
Union – March 2005, August 2004, March 2004—5M, 8 Staff
Contact:
Brett Burk
Executive Director
1313 Dolley Madison Blvd, Ste 402
McClean, VA 22101
Phone: 703.790.1745
bburk@burkinc.com
Services rendered by Stephen C. Carey, Ph.D., Jeffrey Morrison, Karen Clayton, CAE: (January 2005) Conducted an on-line quantitative value equation member needs assessment to identify programs and services of value to members. Revising the programs and services of the association based on member needs. (August 2004) Conducted an environmental scan and a strategic planning assignment resulting in the AOU’s planning document for the future. Assisted in creating the work plan for the coming year and tying the work plan to the strategic plan and budget. Assisted the leadership in explaining the plan and methodology to the leadership and Society Fellows (400+). (March 2003) Conducted In-depth interviews with the leadership of the association in preparation for an association trends and issues facilitation in the areas of association governance, communications and marketing. Facilitated a meeting of the Board of Directors, presenting a detailed look at the future of professional and scientific societies and their future operations.
Council of Scientific Society Presidents—
December 2004, May 2004, November 2003—Multiple Assignments
Contact:
Marty Apple
President
1155 16th St. NW
Washington, DC 20036
Phone: 202-872-4452 /E-mail: cssp@acs.org
Services provided by: Stephen C. Carey, Ph.D., CAE: “By invitation only” presentation to the presidents of the scientific societies in the United States on future issues and trends in association management in the areas of governance, marketing and communications management, and methodologies to assist associations going forward. Invited back for an encore presentation in May and invited back to do an alternative futures strategic planning exercise and presentation next November.
PDA, an International Association for
Pharmaceutical Science and Technology--November 2004—August 2004—November
2002—8 Million—30 Staff (MULTIPLE ASSIGNMENTS)
Contact:
Lance K. Hoboy
Vice President, Finance and Strategic Planning
3 Bethesda Metro Center, Ste 1500
Bethesda, MD 20814
Phone: 240.793.8430
hoboy@pda.org
Services Delivered by: Stephen C. Carey, Ph.D., CAE, Leonard Rickman, MA, and Karen Clayton, CAE and Jeffrey Morrison: (November 2004) Facilitated a strategic planning assignment with the SP committee to prepare PDA for its future missions and goals. (August 2004) Conducted in-depth interviews, focus groups and a quantitative market research needs assessment for the association. Conducted an environmental scan of the association in anticipation of the updating of the strategic plan. Assisted in evaluating the association’s educational delivery systems and constructing the value equation of benefits vis a vis dues. In September, 2002, conducted a complete structural analysis of the association to ensure all organizational components are properly aligned, and that the job components of each department were appropriately arrayed. Provided a detailed series of findings and recommendations including the plan for completely restructuring the staffing component, and recommendations for reviewing and revising policies and procedures in the membership, marketing, communications and I/T areas. Used the new Demographics Overlay™ methodology for survey report preparation.
The National Business Travel Association,
October 2004, September 2000, April 1999, April/ September/October 1998,
September 1997, September 1996 --- $8 million, 20 staff (MULTIPLE ASSIGNMENTS)
Contact:
Hank Roeder, Deputy Director
110 N. Royal St., 4th Floor
Alexandria, VA 22314
Phone: 703-684-0836
Services rendered by Stephen C. Carey, Ph.D., Leonard Rickman, MA, and Karen Clayton, CAE: Six assignments. Since AM+MR began work with this association, NBTA’s budget has grown from 2 million to 8 million, with the creation of a new foundation with current commitments for 8 million. Conducted in-depth interviews, focus groups and a quantitative market research needs assessment in the membership and international areas. Conducted a complete review and analysis for the association examining their international structure with models, findings and recommendations as to how they should structure for the future, and a competitor analysis. Used the new Demographics Overlay™ methodology for survey report preparation. Conducted a detailed governance and strategic planning review for the governing board outlining achievements over the past two years, and areas of concentration for the future. In a separate study, examined the communication and information management functions of the association, with recommendations and action plans for revising the structure of those functions. Assisted with executive search in the hiring of new directors for the foundation and the education function. Developed a psychographics segmentation system for the association in June 1997. Analyzed the membership’s recruitment and retention function in May 1997. Conducted public relations, communications and a marketing analytical study with end result of repositioning NBTA’s image among industry associations and national media and, revising their marketing and strategic planning strategy to meeting current conditions in September 1996. Conducted a full day Board Retreat to review and integrate findings into the association’s action plan as well as a full briefing on the findings of the report. Conducted Board governance training and a practical exercise in board management in September 1998. Invited back to provide governance and team building training for the Board and committee chairs in September 1999, and to conduct the search for their new Education Director in April 2000.
National Emergency Number Association
(NENA)— June 2004 / February 2004/ October 2003 / July 2003--3.5 Million—17
Staff (Multiple Assignments)
Contact:
Terry Peters, CAE
Executive Director
2100 Fairfax Dr. Ste 700
Arlington VA 2207
terrypeters75@hotmail.com
Services provided by: Stephen C. Carey Ph.D., CAE, Jeffrey Morrison and Alejandro Buschel, MBA: Assisted the association in relocating from Columbus, Ohio to Rosslyn, VA. Assisted in the restructuring of the staff component of the organization, coordinating the move and space requirements and consulting on the installation of all communications and I/T related equipment. Assisted in the layout and design of the space and coordinated with all vendor representatives for the move. Conducted research on grant programs for the association, and provided marketing and communication consulting services for creating nondues income opportunities for the association. Performed an Information/Technology scan of all equipment and software, assisted the association in the preparation of an RFP to reconfigure its hardware and software configuration and performed a forensic analysis to detect a security breach in the system firewall." Worked with the ED to create a strategic planning methodology to present to the Board and leadership at the Annual meeting in Florida.
Health Physics Society-- April 2004—2M,
4Staff
Contact:
Richard Burk
Executive Director
1313 Dolley Madison Blvd, Ste 402
McClean, VA 22101
Phone: 703.790.1745
Conducted In-depth interviews with the leadership of the association in preparation for an association strategic planning assignment. Conducted a trends and issues facilitation for the Strategic Planning Committee and the Board of Directors in the areas of association governance, communications and marketing, taking a detailed look at the future of professional and scientific societies and their future operations. Facilitated the SPC meeting in developing the new strategic plan with findings and recommendations for presentation to the Board.
United States Chamber of Commerce,
Institutes for Organization Management, August 2003, June 2000, September,
January 1999 – $90 million, 400 staff (MULTIPLE ASSIGNMENTS)
Contact:
J.P. Moery, CAE, Vice President,
Association Relations and Institutes of Association Management
1615 H Street, N.W.,
Washington D.C. 20062
Phone: 202-463-5560
Services delivered by Stephen C. Carey, Ph.D., CAE: Researched and facilitated USCC initial efforts to develop a unified/federated membership program with state, local, regional and metro chambers. Selected to teach the marketing, “key association issues,” and the leadership courses at the January 2001 Institutes of Association Management. AM+MR was selected and delivered the first “Taste of Institute” program in the industry. This prototype, hybrid program combined the membership and marketing curriculums of the chamber into a full day program to show prospective Institute students what the four year program is all about. AM+MR was also selected to write the association marketing management curriculum for the new Institutes for Organization Management. The marketing management course entitled “Integrated Association Marketing Strategies", encompasses 21st century integrated E-association marketing management strategies in the areas of integrated E-business applications, defining and delivering true value to younger and new members, targeting and segmentation, product line marketing and other critical marketing functions. Selected to write the membership and marketing curriculum for the 2003 Institutes classes at Villinova University, and the 2-1/2 day 2001 Institutes of advanced Management curriculum.
National Association for College Admission
Counseling—August 2003 –2.5 Million--20 Staff
Contact:
Joyce Smith
Executive Director
1631 Prince St.
Alexandria, VA 22314
Services provided by: Stephen C. Carey, Ph.D., CAE: Provided facilitation and speaking services for the chapter components for their Leadership Development Institute. Facilitation will center on current trends and practices in board assessment and governance of associations, particularly on assessing board effectiveness.
7 X 24 Exchange—July 2003—1 Million –4
Staff
Contact:
Joel Dolci, CAE
Executive Director
322 Eighth Avenue
New York, NY 10001
Phone: 212.486.3818
Services provided by Stephen C. Carey, Ph.D, CAE: Provided an analysis of the association’s chapter structure and provided recommendations for its restructuring. Through a series of in-depth interviews with chapter and association leaders, facilitated a chapter structuring, benefits and services, and chapter charter for implementation by the association.
Experimental Aircraft Association
(EAA)—May 2003—100 Million—250 Staff
Contact:
Brian Wierzbinski
Executive Vice President
PO Box 3086
Oshkosh, WI 54903
Phone: 920.426.4812
Services provided by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE and Len Rickman, MA: Conducting a full strategic assessment in eight phases for the association. Using in-depth interviews, focus groups, an environmental scan and a quantitative needs assessment, conducted a strategic planning and future scenario building exercise for the leadership of the association. Used the new Demographics Overlay™ methodology for survey report preparation. Also conducted a full program by program assessment and restructuring analysis of the governance, marketing, communications and development components of the organization to position it for future operations. This is a year-long assignment conducted in eight phases.
Association for Quality and Participation
(AQP) -- March 2003 – 4 Million—20 Staff
Contact:
Bill Miller, CAE
Managing Director
2368 Victory Parkway, Suite 200
Cincinnati, OH 45206
Phone: 513-381-1979
Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a governance review and strategic and future scenario planning assignment for the association. Facilitated a strategic planning workshop for the Vision Team of the Association to develop its purpose, values, strategic focus, goals and objectives.
National Association of Independent
Schools,-- October 2002—15 Million—80 Staff
Contact:
Heather Hoerle
Vice President, Member Relations
1620 L St. NW
Washington DC 20036
Phone: 202.973.9742
Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a training program for the association’s State and Chapter Association Executive and Volunteer leaders (SARAN) on Current Association Trends, Practices and Issue’s” including a program on nondues income sources and member benefits and dues value formation and delivery. The program examined key issues in association management since 9-11, benchmark case studies and best practices and provide a variety of future scenario planning exercises in nondues income and other trend and issue areas.
American Occupational Therapy
Association—June 2002—15 Million, 90 Staff
Contact:
Joseph Isaacs
Executive Director
4720 Montgomery Lane
Bethesda, MD 20824
Phone: 301-251-8636
Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a governance orientation for the Board of Directors and key staff covering the variety of governance related planning and execution required of associations to include: trends in nonprofit governance and staff management, alternative future scenario building, roles and responsibilities of directors, officers and staff, determining the needs of members and volunteers and incorporating needs into governance plans and evaluations, recruitment, selection and retention of volunteers, and building governance and strategic work plans and tying them to annual programs of work and the budget
Association of Water Technologies—June
2002—1 Million, 6 staff
Contact
Elise J. Lindsey, CMP, Executive Director
Tony MacNamara, President
8201 Greensboro Drive, Ste 300
McLean, VA 22102
Phone: 703.610.9012
Fax: 703.610.9005
Services Delivered by: Stephen C. Carey, Ph.D., CAE: Performed a detailed management and governance assessment for the association to benchmark current management and governance operations and operating ratios. Provided suggestions as to how the association could improve its staff management operations, communications with governance components and how to better market the product lines.
Association for Investment Management and
Research— January 2002, January 2001, $30 million, 116 staff (Multiple
Assignments)
Contact:
Charles “Chip” Deale, CAE,
Vice-president, Member and Candidate Services
560 Ray C. Hunt Dr.,
Charlottesville, VA 22903-0668
Phone: 804-951-5342
Services delivered by: Stephen C. Carey, Ph.D., CAE: September 2001: Conducted a variety of In-depth interviews with Chapter presidents to research the “best practices” in nondues income generating products and services. In the future, will be delivering a block of instruction to the worldwide meeting of all chapters and affiliates outlining the results of the research and sharing best practices in product and service development. January 2001: Conducted a variety of in-depth interviews with Chapter Presidents to research chapter status and operations in the recruitment, retention and motivation of volunteer’s areas. Compiled a list of chapter “best practices in these areas, and presented a program to 75 chapter and AIMR leaders. The program was videotaped and transformed into an audio-visual Web cast, complete with slide AV and slides of the presentation, which viewers could download and use to present their own materials.
New York Society of Association
Executives, October 2001, February 2000, February 1999
Contact:
Joel Dolci, CAE
President and CEO
322 Eighth Ave, Ste 1400
New York, NY 10001
Phone: 212-206-8230
Services delivered by: Stephen C. Carey, Ph.D., CAE: Provided a keynote presentation on, “Post September 11--Governing and Marketing the Association in the New Millennium.” Provided governance, marketing and communications training for association executives on true value definition, quantification and delivery, advanced segmentation tools, pricing considerations and product line marketing planning (2001). Taught programs for I Love New York Day on nondues revenue and the future of association management (2000/1999)
Washington Area New Automobile Dealers
Association, -- June 2001, $3.5million, 20 staff
Contact:
Gerard N. Murphy,
CAE, President
5301 Wisconsin Ave, NW,
Washington D.C. 20015
Phone: 202-237-7200
Services Delivered By: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted in-depth interviews with key stakeholders and a strategic planning retreat with the Board and selected leaders, and a team building staff retreat. Conducted an environmental scan of the industry for use by both the staff and the Board in their respective retreats.
Society for Neuroscience -- May 2001, $12
million, 45 staff
Contact:
Marty Saggese,
Executive Director, or
Raymond Dingledine, Ph.D.,
Chair, Self-Assessment Committee and President, SFN
Marty at 202.962.4000
Ray at 404.727-5982
Services Delivered by: Karen Clayton, CAE, & Stephen C. Carey, Ph.D., CAE: Assisted the volunteer Self-Assessment committee, Council and staff in conducting a comprehensive governance, administrative and organizational management audit, review and analysis. Restructured the staff organization, provide a variety of management policies, procedures and sample templates to help improve management systems. Recommended a variety of governance enhancing recommendations for the Council to consider in restructuring governance operations. Assisted the Executive Committee in its search for the new Executive Director and in structuring a CEO salary and benefits package.
Pennsylvania, Alabama and Tallahassee,
Empire State, New York Societies of Association Executives, Texas Societies,
July, March, and January 1999, August, September 1998
Contact:
Susan Tobin—Tallahassee—850-561-124
Joe Quattrocci—Pennsylvania –717-232-4550
Larry Vinson—Alabama—334-272-7128
Joel Dolci, CAE—NYSAE—212-206-8230
Penny Murphy, CAE—Greater NY—518-463-1755
Robert Floyd/Connie Haymes—Texas—420-324-5678
Services delivered by: Stephen C. Carey, Ph.D., CAE: Provided marketing and communications training for association executives and service providers in the areas of true value definition, quantification and delivery, advanced segmentation tools, pricing considerations, product line marketing planning and for suppliers, lead source generation. Also provided a keynote presentation on, “Governing and Marketing the Association in the New Millennium.”
The International Communications
Industries Association, May 1998—$7 million, 40 staff
Contact:
Walter Blackwell,
Executive Director
11242 Waples Mill Road, Suite 200;
Fairfax VA 22030
Phone: 703-273-7200
Services Delivered by: Stephen C. Carey Ph.D., CAE: Conducted an analysis of the governance structure, conducted in-depth interviews with the staff and board, as well as key committee chairs, and conducted detailed governance management training for the board, leadership and senior staff of the association.
Specialty Advertising Association of
Greater New York, April 1998 --- $2 million, 5 staff (MULTIPLE ASSIGNMENTS)
Contact:
Walter Schatz,
Executive Director
523 Route 303,
Orangeburg, NY, 10962.
Phone: 914-359-5300
Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Performed a comprehensive governance, organizational, structural and marketing review and analysis of all functional areas of the association. Study included a detailed analysis of all the association’s product, service and program lines, and provided detailed recommendations for the restructuring of the association and the repositioning of its marketing efforts.
The Associated Builders and Contractors
Inc., Six assignments: September 1997, January, April and June, August, October
1998 – $35 million, 80 staff (MULTIPLE ASSIGNMENTS)
Contact:
Mike Dunbar,
Vice President, Planning
1300 N. Seventeenth St.,
Rosslyn, VA, 22209
Phone: 703-812-2002
Services delivered by: Stephen C. Carey, Ph.D., CAE and Karen S. Clayton, CAE: Conducted a full marketing review and analysis of the association. Developed a new structure and provided industry marketing strategy to position the association for future marketing operations. Selected by the association to assist the volunteer audit team and conducted a full governance and operational audit of the association. Facilitated the assn’s strategic planning process in May, 1998, and was selected to write and teach the association strategic and operational planning process to ABC chapter staff and volunteers. Facilitated and taught governance and marketing subjects at the association’s State Executive Director’s conference.
The American Gear Manufacturers
Association, July 1997, September 1997 --- $3 million, 18 staff (MULTIPLE
ASSIGNMENTS)
Contact:
Joe Franklin, Jr. CAE
President, AGMA,
and Wendy S. Allen,
Executive Director
1500 King St, Ste 201
Alexandria, VA 22314
Phone: 703-684-0211
Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Under the auspices of a highly competitive grant from the American Society of Association Executives, conducted a full review and analysis of AGMA governance structure, marketing position and operations. Developed a model small-medium sized association kit for associations to use in restructuring their staff as they grow and take on new missions. Conducted a strategic planning session for Executive Committee to integrate audit findings into the Strategic and Operational plans.
II. Management, Structural and Personnel Assessment
Association for
Prevention Teaching and Research– February 2012, November 2011—2M Budget—10
Staff—3,000 Members—Multiple Assignments
Contact:
Allison L. Lewis
Executive
Director,
Association
for Prevention Teaching and Research,
1001
Connecticut Avenue, NW, Suite 610
Washington,
DC 20036
202.463.0550
x133 Phone
All@aptrweb.org
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a strategic research and planning assignment for the
association complete with interviews, an environmental scan, and governance and
management assessment to position the association for future operations. The
assessment will address the current environment, in which the association
operates and opportunities for improvement in operations, structure and
governance. All functional areas including management, finance, admin,
membership, marketing, affiliate operations, conventions and meetings,
education and certification will be examined.
Specialized Carriers
and Rigging Association—January 2012, May 2011, August 2010, August 2009,
October 2008 and July 2007 —3M budget, 15 staff-Multiple Assignments
Contact:
Joel M. Dandrea
Executive Vice President
Specialized Carriers & Rigging Association
2750 Prosperity Ave., Suite 620
Fairfax, VA 22031
703-698-0291
(f) 703-698-0297
jdandrea@scranet.org
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conducting a review, research and facilitation of the 2012 strategic
plan. Reviewed key association personnel positions, reviewed and
evaluated the association and completed a salary and benefits examination of
the entire staff to ensure all salaries were in line with like organizations
for the Compensation Committee. In 2009 conducted research for (interviews,
environmental scan and focus groups) and facilitated the SC&R Foundation
strategic plan, and a salary and benefits review. In 2008, conducted research for and
facilitated a strategic planning journey for the association. Conducted in-depth interviews with the staff and other
stakeholders, a comprehensive environmental scan, a quantitative survey and
plan facilitation and report. In
2007 conducted a position analysis and compensation review with findings and
recommendations to align the association’s compensation system with association
industry best practices. Created a best practice bonus system for review by the
Compensation Committee based on interviews with a variety of associations to
ensure SCRA was competitive in its compensation programs
International
Association for the Study of Pain – February 2012, August 2011,—7M Budget—20
Staff—5,000 Members Worldwide—Multiple Assignments
Contact:
Kathy Kreiter
Executive Director, or,
Fernando Cervero, MD
President Elect
fernando.cervero@mcgill.ca
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting an association management assessment and strategic research
and planning assignment for the association complete with interviews, focus
groups, an environmental scan, a quantitative survey of members in preparation
for an Executive Committee facilitation of the strategic plan going forward.
Conducting an operational assessment for the Board using
in-depth interviews with the staff and Board and others. The assessment will
address the current environment, in which the association operates and
opportunities for improvement in operations, structure and governance. All
functional areas including management, finance, admin, membership, marketing,
affiliate operations, conventions and meetings, education and certification
will be examined. Will assist the association to address its
headquarters and staffing options for the future as a result of the strategic
planning assignment.
International
Urogynecological Association– Sept 2011, April 2011—4M Budget—5 Staff—3,000
Members Worldwide
Contact:
Soren Brostrom,
MD, PhD, MPA
Urogynecologist, Associate Professor
Herlev Hospital, University
of Copenhagen
Secretary-Treasurer
International
Urogynecological Association
Mobile: +45-42454245
soren@brostrom.dk
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a year long strategic research and
planning assignment for the association complete with interviews, focus groups,
an environmental scan, a quantitative survey of members and affiliates in
preparation for a three day board facilitation of the strategic plan going
forward. Conducting an operational and governance
assessment for the Board using in-depth interviews with the staff and Board and
others. The assessment will address the current environment, in which
the association operates and opportunities for improvement in operations,
structure and governance. All functional areas including management, finance,
admin, membership, marketing, affiliate operations, conventions and meetings,
education and certification will be examined. Will assist the
association to address its headquarters and staffing options for the future as
a result of the strategic planning assignment.
Controlled
Release Society (CRS) –July 2011, September 2010,—2M Budget –6 Staff—2,500
Members Worldwide-- Multiple Assignments
Contact:
Mark Tracy
President
mtracy@alnylam.com
and,
Debra
Bingham
Treasurer
Controlled
Release Society
202.722.1864
dbingham@valeopartners.com
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and
Len Rickman MS: Assisting the association in redoing their Bylaws,
Policies and Procedures and Board restructuring, and developing a strategic and
tactical plan to ensure passage and buy-in. Conducting a strategic planning
assignment with interviews, focus groups and a 18 area environmental scan. Conducted a full management assessment of the association,
currently managed by an Association Management Organization to assist in
bringing the association to the next performance level going forward. Used in-depth interviews with staff and volunteers, a detailed
management environmental scan and private label benchmarks and best practices
in the areas of finance, personnel and program development to assist in the
evaluation. Facilitated a strategic planning
assignment complete with alternative futures exercise and plan development.
American Society of
Military Comptrollers– January 2011, June, 2010, 5M budget—Multiple Assignments
Contact:
Al Tucker
Executive Director
(703) 549-0360
Services rendered by Stephen C. Carey,
Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a strategic
research and planning assignment for the association complete with interviews,
focus groups, an environmental scan, a quantitative survey of members and
chapters in preparation for a two day board facilitation of the strategic plan
going forward. Conducted an operational and governance assessment for
the Board using in-depth interviews with the staff and Board and others. The
assessment addressed the current environment, in which the association operates
and opportunities for improvement in operations, structure and governance. All
functional areas including management, fiancé, admin, membership, marketing,
chapter operations, conventions and meetings, education and certification are
examined.
American Logistics
Association—December 2010, June 2010--December 2009, December 2008 and November
2007—4M Budget, 15 staff (Multiple Assignments)
Contact:
Maurice Branch
Chief Operations Officer (VP-Ops)
202.416.4162
Services rendered by Stephen C. Carey, Ph.D.
CAE, Karen Clayton, CAE: Conducted a complete review and facilitated, with a
task force of past chairs, a rewrite of the association bylaws and policies and
procedures to separate bylaws from policies and procedures, compared with best
practice and benchmark bylaws of in class associations—will facilitate board
and membership town hall discussions and recommendations. Conducted a
governance presentation and facilitation on roles and responsibilities of the
association Board and Officers for the past three years. Provided the initial
training module in 2007 and continue to train new boards each year.
AGA-- Association of Government
Accountants—March 2010, December 2009—5M budget, 30staff
Contact:
Relmond Van Daniker
Executive Director
AGA - Advancing Government Accountability
2208 Mt. Vernon Avenue
Alexandria, Virginia 22301-1314
Phone: 703.684.6931, ext. 321
Toll Free: 800.AGA.7211
Fax: 703.548.9367
E-mail: RVanDaniker@agacgfm.org
Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted National Executive Committee governance facilitation to identify key issue in the governance and planning areas. Conducted interviews with the volunteer leadership and staff and provided the National Executive Committee with a strategic planning facilitation in anticipation to strategic planning and management research. The facilitation encompassed key 2010 strategic issues associations are tackling, do’s and don’ts and key strategic planning components. Also discussed were management and staff roles in planning and how to measure performance of tactical initiatives against the plan.
National Osteoporosis Foundation–January
2010, September 2009 and May 2009—5M, 20 staff (Multiple Assignments)
Contact:
Honorable Daniel Mica
Chairman of the Board, and
CEO
Credit
Union National Association
1232 22nd St, NW
Washington, DC 20037
Phone: (202) 508-6704
Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Facilitated a strategic and operational assessment and intervention with the Foundation using in-depth interviews with the staff and Board and others. The assessment addressed the current environment, in which the Foundation operates and opportunities for improvement in operations, structure and governance. Assisted in the sale of the Foundation’s headquarters building and move to temporary and again to permanent space. Conducted a search for the new Executive Director and facilitated the research (interviews, focus groups and quantitative member/donor needs assessment) and strategic plan and facilitated session to be used to create the strategic plan of the Foundation. Acted as interim supervisors during the initial move and interim after the new Executive Director was selected and when she came on board.
The Children’s Inn at NIH—November 2009,
February 2007 (Multiple Assignments)—10 Million Endowment—15 staff, 350
Volunteers
Contact:
Tammy Pinson, MS, SPHR
National Institutes of Health
7 West Drive
Bethesda, MD 20814
Phone: 301.451.9458
Fax: 301.402.6884
Services Delivered by: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Provided a board governance and fundraising facilitation to engage the Board fully in governance and fundraising functions. Previously, provided assistance to the Inn in the personnel and organizational structural areas. Performed an overall personnel, financial and operational management review and analysis in preparation for the expansion of the Inn’s physical space and staff and volunteer operations, which occurred in 2005. Included interviews with volunteers and community leaders, focus groups with family residents and an operational, personnel and compensation audit. Recommendations provided in the staff structural and financial areas and the physical plant environment.
Property Management Association—1M
Budget—5 staff—October 2009, February 2009 and October 2008, (Multiple
Assignments)
Contact:
Marianne M. Pukal
President
5530 Wisconsin Ave. Suite 1000
Chevy Chase, MD 20815
301-968-9134
MPukal@polingerco.com
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Reviewed and analyzed the performance evaluation system of the association and created a unique system to measure performance of the management company. Assisted the association reprioritize their budget during the down turn saving them on the expense lines and creating additional revenue opportunities. Conducted an Association Management Company contract assessment and assisting in the creation of the new contract between the association and the AMC.
American College of
Nurse-Midwives (ACNM) – March 2009--3 Million Budget, 10 staff
Contact:
Lorrie Kline Kaplan
Executive Director
American College of Nurse-Midwives
8403 Colesville Road, Suite 1550
Silver Spring, MD 20910
Direct Line: 240-485-1810
lkaplan@acnm.org <mailto:lkaplan@acnm.org
www.midwife.org <http://www.midwife.org/
Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a full review, assessment and audit of the ACNM’s annual meeting and exhibits involving a review of policies, procedures, revenue, expenses and contracts and assisted the association in making a vendor selection to outsource their entire meeting.
National Association of State Title I
Directors—Budget 1M—2 Staff—October 2008
Contact:
Executive Director
P.O. Box 5320
Arlington, VA 22205
202.624.8911
richlong@titlei.org
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitated a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, and an 18 area environmental pulse scan to prepare the association for their strategic planning program and implementation. The facilitation aimed at developing the longer term vision and key action areas for the association along with selecting the correct management structure and environment moving forward.
National League of Cities—August 2008—11M
Budget and 60 Staff
Contact:
Cathy Spain
Director, Center for Member Programs
1301 Pennsylvania Ave, NW
Washington DC 20004
202.626.3123
www.nlc.org
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a review, benchmarking and analysis of the operations and structure of the Center for Member Programs and providing a report as to how it should best be organized in each of its functional areas.
American Association of Community
Colleges—July 2008 and August 2008—10M Budget –50 Staff—Multiple Assignments
Contact:
George R. Boggs
President and CEO
One Dupont Circle, NW, Suite 410
Washington, DC 20036
(T) 202.728.0200, ext. 235
(F) 202.452.1461
gboggs@aacc.nche.edu
http://www.aacc.nche.edu
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a full strategic and operational planning review. Created priority objectives and tactical initiatives for key goal areas in all functional areas and provided suggestions as to how the association could organize more efficiently and effectively for the future. Working with the Board on governance management including duties and responsibilities of board members, fiduciary responsibilities, management and staff areas of responsibility and motivation of volunteer leaders. Also provided governance research and a governance workshop for the Board in governance best practices and roles and responsibilities of the Board and operating committees and councils.
Visiting Nurses Associations of America --
June 2008— 4 M Budget--18 Staff
Contact:
Andy Carter
President and CEO
900 19th Street, NW, Suite 200
Washington, DC 20006
Phone: (202) 384-1425
Fax: (202) 384-1444
ACarter@vnaa.org
www.vnaa.org
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a membership and governance assessment of the association, and conducted a Board facilitation to review and discern the membership criteria, policies, procedures, dues structure and direction of the association going forward to assist in bringing the association to the next performance level.
American Society of Clinical Oncology
(ASCO) – April 2008--30 Million Budget, 150 staff
Contact:
Jean Colvard
Sr. Director, ASCO Member & Meetings Services
1900 Duke St, Ste 200
Alexandria, VA 22314
(703) 299-1068
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a full review, assessment and audit of the ASCO annual meeting and 11 sub-specialty conferences involving a review of policies, procedures, revenue, expenses and contracts to ensure that the association was receiving full value for services, and that services are aligned to service goals and objectives.
American Psychological
Association–November 2007—$100M budget, 400 staff
Contact:
Judy A. Strassburger, Executive Director
Governance Affairs
750 First Street, NE
Washington, DC 20002-4242
(202) 336-6088
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a full review, assessment and analysis of the APA annual convention and exhibit. Examined and benchmarked with like associations all convention functional areas so that APA could develop best practices and compare itself to like organizations. Presented findings to the APA Board of Directors and the Convention Oversight Board.
The National Hispanic Medical
Association—January, 2006—3M—20 staff
Contact:
Elena Rios, MD, MSPH
1411K St. NW, Ste 1100
Washington DC, 20005
Phone: 202.628.5895
erios@nhmamd.org
Services rendered by Karen Clayton, CAE, Stephen C. Carey, Ph.D. and Len Rickman: Conducted a study to develop a membership and marketing function for the association. Examined current technology with an eye towards developing a new AMS and hiring an experienced membership director. Assisted the association with the development of the infrastructure and administration necessary to establish a fully operational membership recruitment, retention and administration system. Provided executive search services and hired the Vice President of Marketing Services and the Director of Membership.
Council of Scientific Society Presidents—
December 2004, May 2004, November 2003—Multiple Assignments
Contact:
Marty Apple
President
1155 16th St. NW
Washington, DC 20036
Phone: 202-872-4452 /E-mail: cssp@acs.org
Services provided by: Stephen C. Carey, Ph.D., CAE: “By invitation only” presentation to the presidents of the scientific societies in the United States on future issues and trends in association management in the areas of governance, marketing and communications management, and methodologies to assist associations going forward. Invited back for an encore presentation in May and invited back to do an alternative futures strategic planning exercise and presentation next November.
The National Business Travel Association,
October 2004, September 2000, April 1999, April/ September/October 1998,
September 1997, September 1996 --- $8 million, 20 staff (MULTIPLE ASSIGNMENTS)
Contact:
Hank Roeder, Deputy Director
110 N. Royal St., 4th Floor
Alexandria, VA 22314
Phone: 703-684-0836
Services rendered by Stephen C. Carey, Ph.D., Leonard Rickman, MA, and Karen Clayton, CAE: Six assignments. Since AM+MR began work with this association, NBTA’s budget has grown from 2 million to 8 million, with the creation of a new foundation with current commitments for 8 million. Conducted in-depth interviews, focus groups and a quantitative market research needs assessment in the membership and international areas. Conducted a complete review and analysis for the association examining their international structure with models, findings and recommendations as to how they should structure for the future, and a competitor analysis. Used the new Demographics Overlay™ methodology for survey report preparation. Conducted a detailed governance and strategic planning review for the governing board outlining achievements over the past two years, and areas of concentration for the future. In a separate study, examined the communication and information management functions of the association, with recommendations and action plans for revising the structure of those functions. Assisted with executive search in the hiring of new directors for the foundation and the education function. Developed a psychographics segmentation system for the association in June 1997. Analyzed the membership’s recruitment and retention function in May 1997. Conducted public relations, communications and a marketing analytical study with end result of repositioning NBTA’s image among industry associations and national media and, revising their marketing and strategic planning strategy to meeting current conditions in September 1996. Conducted a full day Board Retreat to review and integrate findings into the association’s action plan as well as a full briefing on the findings of the report. Conducted Board governance training and a practical exercise in board management in September 1998. Invited back to provide governance and team building training for the Board and committee chairs in September 1999, and to conduct the search for their new Education Director in April 2000.
National Emergency Number Association
(NENA)— June 2004 / February 2004/ October 2003 / July 2003--3.5 Million—17
Staff (Multiple Assignments)
Contact:
Terry Peters, CAE
Executive Director
2100 Fairfax Dr. Ste 700
Arlington VA 2207
terrypeters75@hotmail.com
Services provided by: Stephen C. Carey Ph.D., CAE, Jeffrey Morrison and Alejandro Buschel, MBA: Assisted the association in relocating from Columbus, Ohio to Rosslyn, VA. Assisted in the restructuring of the staff component of the organization, coordinating the move and space requirements and consulting on the installation of all communications and I/T related equipment. Assisted in the layout and design of the space and coordinated with all vendor representatives for the move. Conducted research on grant programs for the association, and provided marketing and communication consulting services for creating nondues income opportunities for the association. Performed an Information/Technology scan of all equipment and software, assisted the association in the preparation of an RFP to reconfigure its hardware and software configuration and performed a forensic analysis to detect a security breach in the system firewall." Worked with the ED to create a strategic planning methodology to present to the Board and leadership at the Annual meeting in Florida.
International Council of Shopping
Centers—May 2004, December, 2001—30 Million, 150 staff (MULTIPLE ASSIGNMENTS)
Contact:
Michael Kercheval,
President and CEO
Rudolph E. Milian, SCMD/SCSM
Senior Vice President, and
Kurt Wallin, Director Member Services
1221 Avenue of the Americas, New York, NY 10020
Phone: 646.728.3800
kwallin@icsc.org
Services Delivered by: Stephen C. Carey, Ph.D., CAE and Leonard Rickman, MA: Provided three separate facilitations for the management team of the association, Directors and managers and the service staff on governance, marketing, communications and service quality / customer service trends and issues mid-decade. Conducted a membership marketing and value assessment of the marketing, communications and the membership, and a restructuring of the internal membership recruiting, retention and administrative functions. Assisted the association in reviewing its dues categories and pricing to align with member segment benefits, services, products and expectations. Assignment involved a series of in-depth interviews and focus group research with staff, volunteers, members, lapsed members, nonmembers and partner constituents.
National Association of Workforce
Boards—February 2004 — 1.5—Million—11 Staff
Contact:
Alexander T. Graham
Executive Vice President
1700 K St. NW, STE 1000
Washington, DC 20036
Phone: 703.739.0696
agrahama@scip.org
Services provided by: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted a benchmark evaluation of the association’s compensation and benefits package, and developed a comprehensive personnel evaluation system for the CSE and staff.
International Economic Development Council
(IEDC)—June 2003—3.5 Million –24 staff
Contact:
Sandy Mitchell
Director of Membership
734 15th St., N.W.
Washington DC 20005
Phone: 202-942-9482
Services provided by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted a full strategic assessment of the membership operations of the association. Using in-depth interviews, and focus groups conducting a complete review, analysis and assessment of the membership operations of the association to include a review of policies and procedures, benchmarks and best practices and operations in the recruitment, retention and administrative areas, complete with a membership recruitment and retention plan.
Regional Airlines Association (RAA)
–January 2003—1.5 Million—6 Staff
Contact:
R. Bruce Keiner, Jr.
General Counsel
Phone: 202-624-2615
Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a management and financial analysis of the association comparing benchmarks, best practices and operating ratios with other like associations and the marketplace.
Transplant Resource Center of
Maryland—July, 2002—20 million, 60 staff
Contact:
Marion Borowiecki, Executive Director
Mark Ewing, Human Resource Director
1540 Canton Center Dr., Suite R,
Baltimore, MD 21227
Phone: 410.242.7000—800.641.HERO
Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a detailed review of the organization, both internally and externally, to provide recommendation for future business planning operations. Conducted a strategic planning assignment, with an environmental scan, volunteer and customer interviews, and will conduct a Board strategic planning retreat, to set the future direction of the nonprofit organization.
Association of Water Technologies—June
2002—1 Million, 6 staff
Contact
Elise J. Lindsey, CMP, Executive Director
Tony MacNamara, President
8201 Greensboro Drive, Ste 300
McLean, VA 22102
Phone: 703.610.9012
Fax: 703.610.9005
Services Delivered by: Stephen C. Carey, Ph.D., CAE: Performed a detailed management and governance assessment for the association to benchmark current management and governance operations and operating ratios. Provided suggestions as to how the association could improve its staff management operations, communications with governance components and how to better market the product lines.
Serious2Learn, June 2001
Contact:
Geoffrey P. Lewis
9010 Eton Road,
Silver Spring, MD 20901
Phone: 301-785-4302
Services Delivered by: Stephen C. Carey, Ph.D., CAE Assisted this dotcom with its first round of funding. Company is developing a variety of educational software to make it easier for associations and corporation to assist in training employees and members. Company recently bought out by a competitor.
Society for Neuroscience -- May 2001, $12
million, 45 staff
Contact:
Marty Saggese,
Executive Director, or
Raymond Dingledine, Ph.D.,
Chair, Self-Assessment Committee and President, SFN
Marty at 202.962.4000
Ray at 404.727-5982
Services Delivered by: Karen Clayton, CAE, & Stephen C. Carey, Ph.D., CAE: Assisted the volunteer Self-Assessment committee, Council and staff in conducting a comprehensive governance, administrative and organizational management audit, review and analysis. Restructured the staff organization, provide a variety of management policies, procedures and sample templates to help improve management systems. Recommended a variety of governance enhancing recommendations for the Council to consider in restructuring governance operations. Assisted the Executive Committee in its search for the new Executive Director and in structuring a CEO salary and benefits package.
The American Cancer Society—Mid Atlantic
Region—June 2000— $45 million, 100+ staff
Contact:
Fran E. Johnson,
Marketing Director
8219 Town Center Drive,
Baltimore, MD 21236
Phone: 410-931-6850
Services provided by: Karen Clayton, CAE and Stephen C. Carey, Ph.D., CAE: Conducted a marketing and communications interdepartmental, structural review and analysis, to assist ACS integrate its key marketing and communications functions.
InAssociation.com—March 2000
Contact:
Mark Gross,
President
1605 Easton Drive,
Burlingame, CA 94010
Phone: 917-861-8253
Services provided by Stephen C. Carey, Ph.D., CAE: Assisted this.com startup with initial research and strategy development for penetrating the association marketplace with its on-line portal array of affinity products and services.
American National Standards Institute—July
2000— $17 million, 80 staff
Contacts:
Dr. Mark Hurwitz, CAE,
President and CEO
Robert Feghali,
Vice President Marketing and Communications
11 West 42nd Street,
New York, New York 10036
Phone: 202-293-8020
Services provided by Len Rickman and Stephen C. Carey, Ph.D., CAE: Conducted a membership marketing and organizational structure review and analysis to determine the true value of benefits and services to the four constituencies of this association. Through a series of in-depth interviews and focus groups, reviewed and provided recommendations in the areas of membership marketing, true value, and organizational structure for marketing and communications.
Clemons and Associates Association
Management Company, February 2000—$5.5 million, 23 staff
Contact:
Cal Clemons, CAE,
President
5024 R Campbell Blvd,
Baltimore, MD 21236-5974
Phone: 410-931-8100
Services provided by: Stephen C. Carey, Ph.D., CAE: Conducted a communications and management review and analysis for this association management company to provide suggestions in the management, staffing and communications areas. Provide a report with findings and recommendations as to how to better structure the operations and personnel management for the company.
Water Environment Federation—November
1999—$18 million 140 staff
Contacts: Quincalee Brown, Ph.D., CAE,
Executive Director
601 Wythe Street,
Alexandria, VA 22314-1994
Phone: 703-684-2478
e-mail: quincalee@hotmail.com
Services Delivered by: Karen Clayton, CAE, and Stephen C. Carey, Ph.D., CAE: Conducted a marketing needs and structural review and analysis to assist the association in defining and developing its integrated internal and external marketing organization, to better position it to integrate its traditional and E-business marketing applications. Provided a series of structural, communications and governance recommendations targeted at streamlining the association’s product line decision-making process.
GAMA International, a Unit of the National
Association of Life Underwriters—April and August 1999—$2.5 million, 15 staff
(MULTIPLE ASSIGNMENTS)
Contact:
Charles Smith,
Executive Director
1922 F St. NW,
Washington, D.C. 20006-4389
Phone: 202-331-6088
Services delivered by Stephen C. Carey, Ph.D., and CAE: Provided facilitation services for the conduct of the association’s staff retreat, to discuss the reorganization of the association. Conducted a full organizational review and analysis audit, and provided recommendations as to how to restructure the positions and functions of the association’s internal operations and staffing. Assisted the Executive Director in recruiting and hiring for the key reorganized positions on the staff.
The International Communications
Industries Association, May 1998—$7 million, 40 staff
Contact:
Walter Blackwell,
Executive Director
11242 Waples Mill Road, Suite 200;
Fairfax VA 22030
Phone: 703-273-7200
Services Delivered by: Stephen C. Carey Ph.D., CAE: Conducted an analysis of the governance structure, conducted in-depth interviews with the staff and board, as well as key committee chairs, and conducted detailed governance management training for the board, leadership and senior staff of the association.
Specialty Advertising Association of
Greater New York, April 1998 --- $2 million, 5 staff (MULTIPLE ASSIGNMENTS)
Contact:
Walter Schatz,
Executive Director
523 Route 303,
Orangeburg, NY, 10962.
Phone: 914-359-5300
Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Performed a comprehensive governance, organizational, structural and marketing review and analysis of all functional areas of the association. Study included a detailed analysis of all the association’s product, service and program lines, and provided detailed recommendations for the restructuring of the association and the repositioning of its marketing efforts.
The Associated Builders and Contractors
Inc., Six assignments: September 1997, January, April and June, August, October
1998 – $35 million, 80 staff (MULTIPLE ASSIGNMENTS)
Contact:
Mike Dunbar,
Vice President, Planning
1300 N. Seventeenth St.,
Rosslyn, VA, 22209
Phone: 703-812-2002
Services delivered by: Stephen C. Carey, Ph.D., CAE and Karen S. Clayton, CAE: Conducted a full marketing review and analysis of the association. Developed a new structure and provided industry marketing strategy to position the association for future marketing operations. Selected by the association to assist the volunteer audit team and conducted a full governance and operational audit of the association. Facilitated the assn’s strategic planning process in May, 1998, and was selected to write and teach the association strategic and operational planning process to ABC chapter staff and volunteers. Facilitated and taught governance and marketing subjects at the association’s State Executive Director’s conference.
The Flight Safety Foundation, September
1997, April 1998 --- $4 million, 18 staff (MULTIPLE ASSIGNMENTS)
Contact:
Stuart Matthews,
Executive Director, or
Roger Rozell,
Director of Communications
601 Madison St, Ste 300,
Alexandria, VA 22314
Phone: 703-739-6700
Services delivered by Stephen C. Carey, Ph.D., and CAE and Karen Clayton, CAE: Conducted a full governance review and analysis with recommendations of FSF’s membership, corporate sponsorship and marketing operations. Implemented new membership recruitment, retention and administration procedures. Developed an overall marketing and development strategy and continue to assist the association in redefining its dues structure, creating TruValueÔ definition for current and future members and their employers. Helped the Foundation develop strategy targeted at relating the TruValueÔ of the mission to senior corporate executives of member companies. Conducted a strategic planning session for the Executive Committee.
The American Society of Civil Engineers,
January 1998 --- $20 million 175 staff
Contact:
Tom Mawson,
Managing Director, Conferences, Continuing Education and Marketing
1801 Alexander Bell Drive, Reston, VA, 20191
Phone: 703-295-6000
Services delivered by: Stephen C. Carey, Ph.D., CAE / Karen S. Clayton, CAE: Conducted a strategic planning retreat for this 20M budget, 120,000 member society to completely rethink and structure the Annual Convention and 14 professional educational conferences. Created new policy guidelines for staff and volunteers and assisted the society in benchmarking other associations and creating 6 “model” convention formats.
The American Gear Manufacturers
Association, July 1997, September 1997 --- $3 million, 18 staff (MULTIPLE
ASSIGNMENTS)
Contact: Joe Franklin, Jr.
CAE
President, AGMA,
and Wendy S. Allen,
Executive Director
1500 King St, Ste 201
Alexandria, VA 22314
Phone: 703-684-0211
Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Under the auspices of a highly competitive grant from the American Society of Association Executives, conducted a full review and analysis of AGMA governance structure, marketing position and operations. Developed a model small-medium sized association kit for associations to use in restructuring their staff as they grow and take on new missions. Conducted a strategic planning session for Executive Committee to integrate audit findings into the Strategic and Operational plans.
The American Hotel & Lodging
Association, February 1994, June 1996, April 1997, November 1997 --- $20
million, 200 staff (MULTIPLE ASSIGNMENTS)
Contact:
Brian Kinsella and Thierry Roch,
Former Vice Presidents, Corporate & Industry Affairs
New York Avenue, NW, Suite 600,
Washington, D.C. 20005
Phone: Kinsella – 703-524-2000
Roch: – 202-289-3152
Services delivered by Karen Clayton, CAE and Stephen C. Carey, Ph.D., CAE: Delivered a tailored and unique “train the trainer” governance program to all chapter volunteers and paid executives in April 1997. Assisted in the development of long-range strategy and short-term goals for a new Strategic Partners program as well as levels of sponsorship for the program in June 1996. Provided association marketing and governance programs in November 1997 and February 1998. Provided a 75-question questionnaire for state associations to exchange information on products and services. In 1994, performed a detailed, complex regional marketing focus group project consisting of four focus groups of membership segments designed to enhance the marketing mix. Results of the focus groups assisted AH&LA in better understanding the customer service needs of their members and focusing their marketing attention on existing and new product development. AM+MR findings and recommendations were instrumental in greatly improving their products and service delivery vehicles.
III. Association Management Company & Start-Up Assessments for Associations
Controlled
Release Society (CRS) –July 2011, September 2010,—2M Budget –6 Staff—2,500
Members Worldwide-- Multiple Assignments
Contact:
Mark Tracy
President
mtracy@alnylam.com
and,
Debra
Bingham
Treasurer
Controlled
Release Society
202.722.1864
dbingham@valeopartners.com
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and
Len Rickman MS: Assisting the association in redoing their Bylaws,
Policies and Procedures and Board restructuring, and developing a strategic and
tactical plan to ensure passage and buy-in. Conducting a strategic planning
assignment with interviews, focus groups and a 18 area environmental scan. Conducted a full management assessment of the association,
currently managed by an Association Management Organization to assist in
bringing the association to the next performance level going forward. Used in-depth interviews with staff and volunteers, a detailed
management environmental scan and private label benchmarks and best practices
in the areas of finance, personnel and program development to assist in the
evaluation. Facilitated a strategic planning
assignment complete with alternative futures exercise and plan development.
American Urological and Gynecological
Association (AUGS) –December 2010, September 2010, July 2008—2.2M Budget –7
Staff—Multiple Assignments
Contact:
Michelle
Zinnert
Executive
Director of AUGS
Phone: 202.367.1235
mzinnert@smithbucklin.com
Or,
Kris Strohbehn, MDAssociate Professor, Department of Obstetrics & Gynecology