Major Assignments in Strategic Planning and Facilitations in:
Strategic and Market Research planning, Governance, Staff Management,
Marketing, Membership, Communication and Education Reviews and Analyses,
Engagements and References 2000-2009
National
Osteoporosis Foundation–October 2009—10M, 23 staff
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
DMica@cuna.coop
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Facilitated a strategic and operational assessment of 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 permanent
space. Conducting a search for the new
Executive Director and facilitating the research and strategic plan of the
Foundation.
The
Children’s Inn at NIH—October 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: Providing
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 Academy of Craniofacial Pain—August 2009 and March
2007—1 M Budget, 8 staff (Multiple Assignments)
Contact:
Rob Patterson
Executive Director
1901 N. Roselle Road
Suite 920
Schaumburg, IL 60195
(847) 885-7400
Or,
Robert Tally, DDS, President
516 W.Pipeline Road
Hurst, TX 76053
rlt@drtalley.net
Services rendered by
Stephen C. Carey, Ph.D. CAE, Karen Clayton, CAE and Len Rickman MS: Assisted the Academy with a governance facilitation in regards to the
roles and responsibilities of the Board, Executive Committee and provided
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. Prepared the bid specification,
launched the RFP and evaluated the firms proposing. Organization will select a
firm after final interviews. Assisted in the contract negotiations and
transition.
Municipal Securities
Rulemaking Board—20M Budget—67 Staff—July 2009
Harold L. “Hal” Johnson
Deputy Executive Director
1900 Duke St.
Alexandria, VA 22314
703.797.6600
hjohnson@msrb.org
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating a strategic assessment and strategic plan development
assignment with the Board using in-depth interviews, an 18 area Environmental Pulse
Scan and key staff and board facilitations to prepare the association for their
strategic planning program and implementation. The facilitation is aimed at
developing the longer term vision and key action areas for the Board. The plan
will allow the Board to link the key goal areas and prioritized objectives of
the Board with the operational plan for the coming years.
Professional
Products Association International–May 2009—16M, 75 staff
Contact:
Steve Slagle, CAE
President and CEO
3125 Skyway Circle North
Irving, TX
75038
972.258.3090
steves@ppai.org
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Facilitated strategic assessment research and strategic plan development
assignment with the Board using in-depth interviews with the staff and Board,
and an 18 area environmental scan to prepare the association for their
strategic planning program and implementation. The facilitation was aimed at
developing the longer term vision, mission 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 years.
Women in Aviation,
International-- 3M—11 Staff—April 2009
Contact:
Dr. Peggy Chabrian
President
937. 839.4647
pchabrian@wai.org
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating a strategic assessment and strategic plan development
assignment with the Board using in-depth interviews, informal focus groups, a
quantitative web-based survey and an 18 area Environmental Pulse Scan to
prepare the association for their strategic planning program and
implementation. The facilitation is aimed at developing the longer term vision
and key action 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 years.
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
sharon@ascpt.org
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, and 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:
Conducting a strategic planning research and facilitation for the association.
Providing programs on board meeting management and the role of Board performance and assessment tools and
techniques, and Board leadership and management characteristics and criteria to
The Professional Development Workshop for State Executives (October 2008). Providing a facilitation for
the Executive Committee on the roles senior volunteer leaders and staff
(February 2009), 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)..
American Association
of Pain Medicine and the American Board of Pain Medicine—3.5M Budget—7
Staff—November 2008, January 2009 (Multiple Assignments)
Contact:
Phil Saigh, Jr.,
President
4700 W. Lake Ave
Glenview, IL
60025
847.375.4742
psaigh@conect2amc.com
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a
full management assessment of the association, currently managed by an
Association Management Company to assist in bringing the association to the
next performance level going forward. Used in-depth interviews with staff and
volunteers and a detailed management company environmental scan to assist in
the evaluation and to compare management company services, operating ratios and
pricing with other captive and standalone associations.
Property Management
Association—1M Budget—5 staff—October 2008
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: Conducted an Association Management Company contract assessment and assisting
in the creation of the new contract between the association and the AMC.
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.
Women in Aviation
1.5M—5 Staff—December 2008
Contact:
Dr. Peggy Chabrian
President
937. 839.4647
pchabrian@wai.org
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating a strategic assessment and strategic plan development
assignment with 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 action 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 years.
AVECTRA—November
2008
Contact:
Patrick Dorsey
Director of Sales
Tysons Corner VA, 20617
pDorsey@avectra.com
Services rendered by
Stephen C. Carey, Ph.D, CAE, Provided sales
training to the sales force in how to sell and market to associations.
Developed a customized program based on interviews with company principals and
provide instruction in demographics of the association marketplace, how to
identify key decision makers, how to become more involved and key lead sources
used by benchmark organizations to find clients.
Board of Registered
Polysomnographic Technologists –Sept 2008—1M, 4 staff
Contact:
John H. Ganoe, CAE
Executive Director
4800 Greensboro Ave, Ste 300
Tysons Corner VA, 20617
703-610-0263 (Direct)
jganoe@brpt.org
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating a strategic assessment and strategic plan development assignment
with 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 action 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 years.
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.
The American Institute of Architects—September 2008—50M budget and 200 staff
Contact:
Cedric Rush
Managing Dir, Membership Strategy & Services
1735 New York Avenue, NW
Washington DC 20006-5292
Telephone (202)626-7437
cedricrush@aia.org
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducting a review, benchmarking and analysis of the operations and
structure of several operations in the member services unit.
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
spain@nlc.org
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.
INFORMS---Institute for Operations Research and the Management Sciences
–August 2008—8.5M budget, 40 staff
Contact:
Mark Doherty, CAE
Executive Director
7240 Parkway Drive, Ste 310
Hanover, MD
21076
443.757.3515 (P)
mark.doherty@informs.org
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating and coaching a 3 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 action 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.
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.
Specialized Carriers and Rigging Association—July 2007and October 2008—3M
budget 15 staff-Multiple Assignments
Contact:
Joel Dandria
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: In 2008, conducted
research and facilitated a strategic planning journey for the association.
Conducted in-depth interviews with the staff and other stakeholders, a
comprehensive environmental scan 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.
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 Urological and Gynecological Association (AUGS) – July
2008—1.8M Budget –6 Staff
Contact:
Kris Strohbehn, MD
Associate Professor, Department of Obstetrics & Gynecology
Dartmouth Medical School
Director, Division of Urogynecology / Reconstructive Pelvic Surgery
Dartmouth-Hitchcock Medical Center
One Medical Center Drive
Lebanon, NH 03756
(603) 653-9312
FAX (603) 650-0902
Email: Kris.Strohbehn@Hitchcock.Org
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a
full management assessment of the association, currently managed by an
Association Management Company (AMC) to assist in bringing the association to
the next performance level going forward. Used in-depth interviews with staff
and volunteers, a detailed management company environmental scan and private
label benchmarks and best practices in the areas of finance, personnel and
program development to assist in the evaluation.
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
henry.rubin@cfcnca.org
www.cfcnca.org
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.
Society of American
Foresters–June 2008 and October 2007—5M budget, 25 staff—Multiple Assignments
Contact:
Michael T. Goergen, Jr.
Executive Vice President and CEO
Charlene Nelson,
Senior Director Marketing and Communications
Society of American Foresters
w: 301.897.8720 x120
m: 240.475.5741
f: 301.897.3690
goergenm@safnet.org
www.safnet.org
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conduct a full 7 month marketing and membership assessment using in-depth
interviews, focus groups, 18 area Environmental Pulse Scan, and a quantitative
needs assessment survey to prepare the association for their strategic planning
program and implementation going forward. Facilitating the strategic plan of
the Society, tying goals and objectives to the annual work plan.
Empire State (New York) New Jersey Societies of
Association Executives, April 2008 and January 2004
Contacts:
Penny Murphy, CAE, Executive Director—Greater
NY—518-463-1755
Marcie
Horowitz, CAE, Executive Director, New
Jersey -- 732.536.0602
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 Also provided a keynote
presentation on, “Trends and issues for Associations in 2008.”
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.
Merchants Advisory
Group—January 2008—N/A
Contact:
Dodd Roberts
Executive Director
Dallas, TX
214.792.4569
Services rendered by Stephen
C. Carey, Ph.D, CAE and Karen Clayton, CAE:
Assisting the association initiate operations in
2008. Assisting in development of the bylaws and governance structure, office
organization and other start up activities. Conducting a strategic planning session
to ensure the association’s resources are devoted to accomplishing its goals
and objectives.
Biotechnology
Industry Association (BIO) –January 2008—50M budget, 200 staff
Contact:
Scott Whitaker
COO
Biotechnology Industry Organization
1201 Maryland Ave, SW
Washington DC 20024
swhitaker@bio.org
202.962.6667
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducting a full five 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. The
strategic planning program and plan will be a proactive and forward looking
vision session. Conducting a facilitation with all governing board sections and
a facilitated strategic planning session for the Ex Com. The plan will link the
objectives of the association with the operational plan for the coming several
years.
American Society of Clinical
Oncology (ASCO) – January 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: Conducting a full review of the ASCO annual meeting revenue, expenses and
contracts to ensure that the association is receiving full value for services.
Kitchen Cabinet
Manufacturers Association –January 2008—3M budget, 5 staff
Contact:
Janet Titus
Director of Member Services
or Dick Titus
President and CEO
1899 Preston White Dr.
Reston, VA 20191
(703) 674-0358
Services
rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS:
Conducting a full 4 month strategic assessment and
plan using in-depth interviews, focus groups, an 18 area environmental scan and
a quantitative needs assessment survey to prepare the association for their
strategic planning program and implementation. Conducting a facilitation with
the Board. The plan will link the objectives of the association with the
operational plan for the coming several years.
International
Registration Plan of the American Association of Motor Vehicle Administrators
(AAMVA)—December 2007 / August 2003 / December 2003--$20 Million—100 Staff
(Multiple Assignments)
Contact:
Joelle Ward
Senior Director of Member Services
International Registration Plan, Inc., or,
Jim Magruder
Chief of Staff,
Arlington, VA 22203
Phone: T: 703-908-2810
jward@irpinc.org
Services provided by: Stephen C.
Carey, Ph.D., CAE, and Karen Clayton, CAE: Conducted
a quantitative needs assessment with qualitative report based on interviews
with the Board of Directors. Provided facilitation and governance training
services for the Board of Directors at the International Board Meeting. Facilitation centered on current trends and
practices in association governance and management focusing on duties and
responsibilities of officers and directors, roles and responsibilities of board
and staff operations, dues structure, work processes and policies and
procedures, and board logistics and management. In a separate assignment,
positioned the Association to restructure its committee governance operations
and align operations with strategic and business plans. Developed models,
templates and best practices for the Committee Task Force to review in its
deliberations.
Coalition of Wound
Care Manufacturers – December 2007--.5 Million Budget, 1.5 staff
Contact:
Marcia Nusgart, R.Ph.
Executive Director>
5225 Pooks Hill
Road, Ste. 1626N
Bethesda, MD 20815
301-530-7846
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted research in the form of in-depth interviews and an
environmental scan in preparation for a strategic planning session for the
Coalition to set its course for the next several years
Contact:
Janet Titus
Director of Member Services
or Dick Titus
President and CEO
1899 Preston White Dr.
Reston, VA 20191
(703) 674-0358
Services
rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS:
Conducting a full 4 month strategic assessment and
plan using in-depth interviews, focus groups, an 18 area environmental scan and
a quantitative needs assessment survey to prepare the association for their
strategic planning program and implementation. Conducting a facilitation with
the Board. The plan will link the objectives of the association with the
operational plan for the coming several years.
Society of American
Foresters–October 2007—5M budget, 25 staff
Contact:
Charlene Nelson
Senior Director,
Marketing and Membership
301.897.8720
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducting a full 7 month marketing and membership assessment using in-depth interviews, focus groups,
18 area environmental scan, and a quantitative needs assessment survey to
prepare the association for their strategic planning program and implementation
going forward.
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
jstrassburger@apa.org
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.
Institute of
Hazardous Materials Management—October 2007—1M Budget and 5 Staff
Contact:
Betty Fishman, MAOM
Asst. Executive Director
11900 Parklawn Drive
Rockville, MD 20850
301.984.8969
bfishman@ihmm.org
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Provided a full strategic planning and research assignment with in-depth
interviews, in preparation for a strategic planning session by the Board. Facilitated the strategic planning process and
creating of the strategic plan.
Flavor and Extract
Manufacturers Association of the US—September 2007 and April
2007—3.5M Budget and 10 staff
Glenn Roberts
Executive Director
1620 I St, NW Ste
925
Washington DC, 20006
202.293.5800
groberts@therobertsgroup.net
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a leadership wide facilitation
orienting committee chairs and board liaisons with developing the new work plan
of the association. Conducted an
association needs assessment with in-depth interviews, focus groups, an
environmental scan and quantitative survey in preparation for creating the new
Strategic Plan. Facilitated the strategic planning process and aligning and
linking the plan objectives and tactical initiatives to the annual work plan
and budget.
International
Association for Exhibition & Events (Formally NAEM) –September 2007—3M
budget, 15 staff
Cathy Breden, CAE, CMP, COO, and
Steven Hacker, CAE, President
8111 LBJ Frwy
Dallas, TX 75251
972.687.9201
Cbreden@iaem.org, shacker@iaem.org
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducting 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.
Conducting 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.
Association of
Professional Researchers for Advancement—July
2007 / February, 2006—1.1M –4 staff---Multiple Assignments
Pamela Poland,
President
40 Shuman Blvd., Ste 325
Naperville, IL 60563
Phone: 212.715.1253
ppoland@japansociety.org
Services
rendered by Stephen C. Carey, Ph.D., Jeffery Morrison and Karen Clayton: Conducting a Governance structure facilitation to
restructure the association for the future. Assisted the
association in determining whether to remain a stand alone association or to
move to the services of an association management company. Conducting and governance and management
study with benchmarks and best practices for the Board’s consideration in its
decision making. Conducting,
concurrently, a strategic planning process to set the association’s course for
the future with an environmental scan and quantitative survey as guideposts and
data points.
Toy Industry
Association—August 2007—5M budget, 25 staff
Jean Butler
Vice President
Toy Industry
Association, Inc.
1115 Broadway
~ Suite 400
New
York,
NY 10010
Phone: (646) 520-4845
Fax: (212) 633-1429
email: jmarengo@toy-tia.org
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted in-depth interviews with senior volunteers and executive staff
in regards to the value of products and services and key issues of the
association. Conducting a quantitative value needs assessment to prepare the
Board and staff for future planning and product line assessment.
Pennsylvania Association of Realtors --July 2007 – 50 local realtor
associations
Adrienne
Nichols, e-PRO, M.Ed.
Director, Education
Pennsylvania Association of REALTORS®
4501
Chambers Hill Road
Harrisburg, PA 17111
anichols@parealtor.org
800.555.3390 X-3013 phone
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a communications and marketing assignment for the
communications staff of all the local realtor organizations in Pennsylvania and Delaware Valley. Created a value of benefits and services
program to provide local realtor associations with delivery vehicles for
defining value for members.
American College of Veterinary Surgeons—June 2007— 10 Staff—2.7M Budget
Ann T.Loew, EdM, Executive Director
11 N Washington St, Suite 720
Rockville, MD 20850
phone: 301-610-2000 ext. 108
e-mail: aloew@acvs.org
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Provided a full strategic planning and research assignment with in-depth interviews, focus groups and an environmental scan in preparation for a strategic planning session by the Board.
American Road & Transportation Builders Association—May 2007 – 30
staff –8M budget
Matthew Jeanneret, CAE
Senior
Vice President, Communications & Marketing
1219 28th Street, N.W.
Washington, D.C. 20007
Ph. 202-289-4434, ext. 106
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Provided research and strategic planning services. Conducted in-depth
interviews and an environmental scan to provide the planning team with
necessary research to develop strategic goals and objectives going forward.
Facilitated a 1.5 day strategic planning session with the Planning Team.
American Academy of Hospice and Palliative
Medicine—June 2007 / August, 2006 / March 2007 –3M—10 staff—Multiple
Assignments
Ronald S. Schonwetter,
MD,
Executive Vice President/
Chief Medical Officer
LifePath Hospice and
Palliative Care, Inc.
President,
American Academy of Hospice and
Palliative Medicine
12973 Telecom Parkway, Suite 100
Temple
Terrace,
FL 33637
Phone: 813-871-8001
Fax: 813-383-5044
schonwer@lifepath-hospice.org
Services rendered by
Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Assisted in the
preparation of the job specification and review for the new executive director.
Conducted
a full management assessment of the association, currently managed by an
Association Management Company (AMC) to assist in bringing the association to
the next performance level going forward. Used in-depth interviews with staff
and volunteers and a detailed management company environmental scan to assist
in the evaluation.
Campus Safety Health and Environmental Management
Association (CSHEMA)
(formally A Division of the National Safety
Council)—April 2007—2 staff-- .5 M Budget
Cheri Hildreth, Director and CSHEMA Vice Chair
Department of Environmental Health &Safety
University of Louisville
(502) 852-6670
e-mail: cheri.hildreth@louisville.edu
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Provided transition services to move the association from the National Safety Council to an association management company. Prepared the RFP and vetted proposals to set up interviews with several interested firms in the Chicago and Washington areas. Assisted the association in identifying firms, negotiating the contract and transitioning to their new home.
Professional
Liability Underwriting Society—March 2007—5M Budget and 20 staff
Derek Hazeltine
Executive Director
5353 Wayzata Blvd. Ste 600
Minneapolis, MN 55416
952.746.2580
dhazeltine@plusweb.org
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted an association needs assessment survey with in-depth interviews
and quantitative survey to identify the value equation and needed delivery
vehicles for different segments of members.
Conducting a Universe Identification Project to identify all possible
segments of the industry that would be interested in joining PLUS.
National Certification Board for Therapeutic Massage and
Bodywork—March 2007--45 staff, 8M Budget
Donna M. Feeley, MPH,
RN, NCTMB
Chair, Board of
Directors
Services Delivered
by: Stephen C. Carey, Ph.D., CAE and
Karen Clayton, CAE: Appointed as Panel Chair to review governance issues for the association.
CLMA—The Resource
for Laboratory Professionals—March 2007--2M Budget—7 staff (Multiple
Assignments)
Dana Procsal
Executive Director
989 Old Eagle School Road, Ste
815
Wayne, PA 19087
dprocsal@clma.org
610.995.9580
Services rendered by
Stephen C. Carey, Ph.D, CAE and Karen Clayton, CAE: Conducted an Executive Search for a Vice President of Marketing
Membership Sales and conducted research and facilitated a strategic planning
journey for the association. Conducted in-depth interviews with the staff and
other stakeholders, a comprehensive environmental scan and plan facilitation
and report.
American Academy of Craniofacial Pain—March 2007—1 M Budget,
8 staff
Robert Tally, DDS, President
516 W.Pipeline Road
Hurst, TX 76053
rlt@drtalley.net
Services rendered by
Stephen C. Carey, Ph.D. CAE, Karen Clayton, CAE and Len Rickman MS: Assisted the Academy with a needs assessment of operations using in-depth
interviews and a survey in order to better gage the management effectiveness of
the organization, and managing a search for a new management company. Prepared the bid specification, launched the
RFP and evaluated the firms proposing. Organization will select a firm after
final interviews. Assisted in the contract negotiations and transition.
California and Nevada Credit Union Leagues —February 2007--60 staff 9M Budget
Mark Klinkert
Senior Vice President
Professional Development/CU Development
(PH) 800.472.1702, ext. 3252
(FX) 909.581.3352
(E-Mail) markk@ccul.org
Services Delivered by: Stephen
C. Carey, Ph.D., CAE and Karen Clayton, CAE: Provided a
customized facilitation for the General Assembly and the Board on the latest in
governance and strategic planning trends and issues in anticipation of a
strategic planning session.
The Children’s Inn
at NIH—February 2007 (Multiple Assignments)—10 Million Endowment—10 staff, 350
Volunteers
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 assistance to the Inn
in the personnel and organizational structural areas. Performed an overall
personnel 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 area and the physical plant environment.
The American Thyroid
Association—January 2007—3M Budget – 10 staff
Bobbi Rath Smith, CAE
Executive Director
6066 Leesburg Pike, ste
550
Falls Church VA
22041
703.998.8890
Services rendered by
Stephen C. Carey, Ph.D, CAE and Karen Clayton, CAE: Assisting the association with a governance and management review and
strategic planning services and providing governance and management
facilitation services to the Board of Directors in the areas of fiduciary
responsibility, roles of volunteers, trends and issues in association
management, integration of governance and management operations. Through
in-depth interviews and an environmental scan, conducting research and
strategic planning facilitation services to set the course for the next several
years.
The Council for
Exceptional Children—January 2007—8M Budget 45 staff
Bruce A. Ramirez
Executive Director
Council for Exceptional Children
703.264.9404
brucer@cec.sped.org
Services rendered by
Stephen C. Carey, Ph.D, CAE and Karen Clayton, CAE: Conducted a marketing structural analysis of the staffing structure of
the association, to include a review of all departments, staff teams and
collateral for all products and services. Provided restructuring
recommendations to enhance the marketing position and capacity of the
association for the future.
Credit Union
National Association—December 2006—35M Budget—200 staff
Susan Newton, Executive Director
AACUL
601 Pennsylvania Ave, So. Bld. Suite 600
Washington DC 20004
snewton@cuna.coop
or Scott Earl, Vice President
searl@cuna.coop
202.508.6708
Services rendered by
Stephen C. Carey, Ph.D, CAE and Karen Clayton, CAE: Conducted research for and a facilitation for AACUl, representing the
affiliate organizations within the association. The facilitation centered on
reviewing the role and structure of affiliates going forward given industry
conditions. The facilitation worked towards the development of the strategic
structural, funding and staffing position of AACUL in the future.
Association of
Corporate Counsel (ACCA)—October 2006—5M budget, 30 staff
Tori Payne
Director of Member
Development and Chapters
1025 Connecticut Ave, NW, Ste 200
Washington DC 20036
202.293.4103 ext 337
payne@acca.com
Services rendered by
Stephen C. Carey, Ph.D: Provided Facilitation Services in the areas of Leadership
Development to the chapter and committee leadership. Areas of emphasis are
future leader development, motivation of the volunteer segment of the
association, recruiting future leaders, delegating and delivering feedback to
increase performance. Providing a facilitation segment on how to create and
deliver value for products and services the association offers.
The Interactive
Advertising Bureau—November 2006—10M budget, 40 staff
Jayne Dow
Director, Membership
and Committees
116 East 27th St. 7th Floor
New
York,
NY 10016
212.380.4725
Jaynbe@iab.net
Services rendered by
Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted in-depth
interviews of the staff and volunteers and a member value needs assessment
survey to determine key benefits and services which are important to the
association’s segments, and with which they are satisfied. Conducted a
dissonance scale to identify where work is needed in which areas for which
segments.
Florida Association of
Insurance and Financial Advisors—October 2006
Sharon G. Heierman,
CAE,
Chief Executive Officer
1836 Hermitage Blvd., Ste 200
Tallahassee, FL
32308
850.422.1701
Heierman@faifa.org
Services rendered by
Stephen C. Carey, Ph.D, CAE and Karen Clayton, CAE: Assistiedthe
association in developing communication and branding guidelines and reviewined
current branding information to assist in ensuring the association is branded
appropriately.
The Society for
Human Resource Management—Atlanta
Chapter—September, 2006 –1M—4 staff
Ed Wolff
Past President and
Assessment Committee Chair
SHRM-Atlanta
One Piedmont Center,
Suite 400
Atlanta, GA
30305
Phone: 404-760-4249
Fax: 404-240-0998
kkirsch@meetingexpectations.com
Services rendered by
Stephen C. Carey, Ph.D, CAE and Karen Clayton, CAE: Assisted
the association by performing a full management assessment of current
operations within the Association Management Company environment to determine
how the association can move to the next level of performance, and prepared and
managed a Request for Proposal (RFP). Used in-depth interviews of the
volunteers and staff and a detailed management company scan to assist in the
review and analysis and RFP preparation.
Labor and Employment
Relations Association (LERA)—August, 2006 –1M—2.5 Staff
Paula D. Wells
Executive Director
Labor and Employment
Relations Association
504 East Armory Ave
Champaign, IL 61820
Phone: 217-333-1485
Fax: 217-265-5130
pdwells@uiuc.edu
Services rendered by
Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted and
facilitated a strategic planning assignment for the association. Conducted
marketing research with in-depth interviews and a complete 18 functional area
environmental scan used to set a baseline for the facilitation. Conducted a 1.5
day facilitation resulting in a revised core purpose, vision, mission, goals,
objectives and evaluation mechanisms, tied to the annual program of work.
American Massage
Therapy Association –August, 2006--- 5M --25 staff
Sandor “Sandy” J.
Szajkovics
Director of Finance
American Massage
Therapy Association
500 Davis Street
Suite 900
Evanston, Illinois 60201
Phone: 847-905-1511
Fax: 847-864-0123
sszajkovics@amtamassage.org
Services
rendered by Stephen C. Carey, Ph.D. and Karen Clayton, CAE : Conducted
a benchmarking and best practice volunteer leader and member
compensation, benefit and expense reimbursement study to enable the association
to review its compensation and reimbursement policies of like certifying
commissions, to compare and analyze AMTA
policies and procedures in these areas. Conduct the study using
interviews, focus groups and a combination of e-mail based surveys and
telephone interviews and review all appropriate association documentation.
Provided a review, analysis and detailed recommendations to the association for
consideration and action.
American Culinary
Federation—July, 2006—3M—18 staff
Heidi Cramb
Membership Director
American Culinary
Federation
180 Center Place Way
St.
Augustine,
Florida 32095
Phone: 904-824-4468
Fax: 904-825-4758
hcramb@acfchefs.net
Services rendered by
Stephen C. Carey, Ph.D, CAE and Karen Clayton, CAE: Provided marketing and
membership trends, issues and training for all affiliates of the Association.
Provided practical examples and exercises that chapter leaders can use to
create, transmit and deliver value for the association’s products and services.
American Counseling
Association—July, 2006—9M—50 Staff
Carol Neiman
Associate Exec. Dir.
for Membership and Meetings
American Counseling
Association
5999 Stevenson Avenue
Alexandria, VA 22304-3300
Phone: 703-823-9800 x 288
Fax: 703-823-0252
cneiman@counseling.org
Services rendered by
Stephen C. Carey, Ph.D, CAE and Karen Clayton, CAE: Provided marketing, membership and
communications training to the senior regional leadership of the association.
Training concentrated on creating value equations for members, states and
districts to amplify the benefits of membership. Discussed benchmarking trends
and issues in these areas of the association and how leaders could take
advantage of them in their volunteer duties and responsibilities.
Drohan Management
Group (Association Management Company)—July, 2006
William M. Drohan, CAE
President
Drohan Management Group
12100 Sunset Hills Road, Suite 130
Reston, VA 20190
Phone: 703-437-4377
Fax: 703-435-4390
wmd@drohanmgmt.com
Services rendered by
Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Provided a
firm marketing assessment to assist the firm in potential client activities.
The Council on
Foundations—June 2006—30 staff 5M
Joanne Scanlan
Vice-President,
Marketing, Communications and Research
Council on Foundations
1828 L Street, NW Suite 300
Washington, DC
20036
Phone: (202) 467-0475
scanj@cof.org
Services
rendered by Karen Clayton, CAE, Stephen C. Carey, Ph.D.: Conducted benchmarking
research in order for the association to compare its operations with like
associations in key internal service areas. Report provided the benchmarking research and
analysis with recommendations for change as necessary.
The Convention
Industry Council—February/April 2006—2.5M—8 staff
Mary Powers, CAE
President and CEO, or,
John Graham, CAE,
Chair-elect, CIC and
President and CEO,
American Society of
Association Executives
1620 I St. NW, Suite 615
Washington, DC
20006
Phone: 202.293.6880 (MP)
Phone: 202.626.2723 (JG)
mpower@conventionindustry.org
Services
rendered by Karen Clayton, CAE, Stephen C. Carey, Ph.D. and Len Rickman: Assisted
the association identify and move to an association management company.
Conducted a full management environmental scan to focus the association on key
factors and needs in its management company of the future. Conducted a full
search for a management company to house the association. Developed the
methodology screened AMC candidate companies, arranged visits and final
presentation. Assisted the association in its contract and fee negotiation with
the new firm and provided advice and guidance throughout the process.
The New England Society of Association Executives—April,
2006—0.5M—2 staff
Lorraine O’Grady
Executive Director
900 Cummings Center,
Suite 221-U
Beverly, MA
01915
Phone: 978.972.8330
Services
rendered by Karen Clayton, CAE, Stephen C. Carey, Ph.D. and Len Rickman: Provided
a 3-1/2 hour facilitated discussion on marketing and communications trends and
issues for a class of 50 senior association executives. Provided a program on
trends and issues, product line segmentation and planning and determining
quantitative value for products and services.
The American
Pharmacists Association—April, 2006—25M—100 staff
Deborah Dratch
Market Research Analyst
2215 Constitution Avenue
Washington DC 20037
Phone: 202.429.6305
ddratch@aphanet.org
Services
rendered by Karen Clayton, CAE, Stephen C. Carey, Ph.D. and Len Rickman: Conducted
a communications audit, review and analysis for the association. Using in-depth
interviews and focus groups reviewing all of the communications media, channels
and delivery vehicles to ensure they are internally coordinated so that the
association is messaging each of its internal publics appropriately. Provided
briefings to the communications team and the senior staff.
National
Certification Commission for Acupuncture and Oriental Medicine (NCCAOM) —March,
2006—3M—10 staff
Kory Ward-Cook, Ph.D.,
MT(ASCP), CAE
11 Canal Center Plaza, Suite 310
Alexandria, BA 22314
Phone: 703.548.9004
kwardcook@nccaom.org
Services
rendered by Karen Clayton, CAE, Stephen C. Carey, Ph.D. and Len Rickman: Conducted
a benchmarking and best practice volunteer leader and member compensation,
benefit and expense reimbursement study of like certifying commissions, to
compare and analyze NCCAOM policies and procedures in these areas. Conducted
the study using a combination of e-mail based surveys and telephone interviews
and reviewed all appropriate association documentation. Provided a review,
analysis and detailed recommendations to the association for consideration and
action.
The National
Hispanic Medical Association—January, 2006—3M—20 staff
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: Conducting
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.
The
American Association of Blood Banks—January 2006—14M—60 staff
Michelle
Zinnert
Director,
Marketing and Communications
8101 Glenbrook Road
Bethesda,
MD 20814
Phone: 301.215.6555
michelle@aabb.org
Services
rendered by Stephen C. Carey, Ph.D. and Len Rickman: Conducted
a communications audit, review and analysis for the association. Using in-depth
interviews and focus groups, reviewed all of the communications media, channels
and delivery vehicles to ensure they are internally coordinated so that the
association is messaging each of its internal publics appropriately. Provided briefings
to the communications team and the senior staff.
National Association
of Watch and Clock Collectors and Museum –December, 2005—3.5—25 staff
Connie Stuckert, Ph.,D.
Executive Director
514 Poplar St
Columbia, PA 17512
Phone: 717.684.8261
cstuckert@nawcc.org
Frank DelGreco
President
fdelgreco@aol.com
Services
rendered by Stephen C. Carey, Ph.D., Jeffery Morrison and Karen Clayton: Provided
an organizational assessment and environmental scan to set up a strategic
planning facilitation using in-depth interviews and focus groups, coupled with
research the association had previously conducted. Examined the future of the
association and attached Museum and their roles going forward.
American
Nuclear Society—November 2005—8M—40 staff
Gloria
Naurocki, Dir Membership and Marketing
Harry
Bradley, Executive Director
555 N. Kensington Ave
La Grange Park, IL 60526
Phone: 708.579.8200
gnaurocki@ans.org
Services
rendered by Stephen C. Carey, Ph.D., Karen Clayton, Jeffery Morrison and Len
Rickman: Conducted a strategic planning assignment with
the association, including interviewing ANS leaders and others, conducted an
environmental scan and 3 days of facilitating the work of the Board and
committee. Assisted the association renew its current plan and revise as
necessary based on their new environment.
American
Society of Pension Actuaries—November 2005 6M—30 staff
Steve
Rosen, President
4245 North Fairfax Drive, Ste 750
Arlington, VA 22203
Phone: 856.795.6834
steve@shrosen.com
Services
rendered by Stephen C. Carey, Ph.D., Karen Clayton:
Conducted a full governance review and analysis for the association. Examined
the current governance and committee structure and benchmarking the association
with like organizations. Facilitatiedmeetings with a governance task force and
the Board.
National
Association of Medical Staff Services—November / September / August / April 2005
–1.8M--5 staff (4 assignments)
Donna
Goestenkors, CPMSM
President
618.830.0057
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.
National Apartment
Association—November 2005—4.5M—30 Staff
Valarie Harriston
Director of Membership
201 N. Union St. #200
Alexandria, VA
22314
Phone: 703.518.6141
vvalari@naahq.org
Services
rendered by Stephen C. Carey, Ph.D.: Provided a ½ day
marketing and communications program for the association’s chapters to raise
the level of marketing expertise. Provided the association with 60 licenses of
the Marketing and Communications Guide as a marketing primer for their
chapter network.
Minority
Corporate Counsel Association—October 2005—2.5M—9 Staff
Tiffany
Payne
Director
of Membership and Development
1111Pennsylvania
Ave NW
Washington
DC 20004
Phone: 202.739.5906
tiffanypayne@mcca.com
Services
rendered by Stephen C. Carey, Ph.D. and Len Rickman: Conducted
a member value needs assessment survey with in-depth interviews and informal
focus groups of the staff and volunteers of the association anticipation of
reviewing the mission and forward focus of the association.
Society
of Incentive Travel Executives and the SITE Foundation—October 2005—3.5M—12
Staff
Brenda Anderson
Executive Director
401N. Michigan Ave,
Chicago, IL
60611
Phone: 312.321.5149
Brenda_anderson@site-intl.org
Services
rendered by Stephen C. Carey, Ph.D.: Conducted
interviews and a facilitation for the association and the foundation in
defining planning strategies going forward for both organizations.
American
Private Truck Council—July 2005—2.5M—10 staff
Gary
Petty, President and CEO
George
Mundell, Senior Vice-president
2200 Mill Road, Ste 350
Alexandria, VA 22314
Phone: 703-683-1300
gpetty@nptc.org
Services
rendered by Stephen C. Carey, Ph.D., Karen Clayton: Conducted
a review of the operations of the association, conducting a detailed
environmental scan of the industry in preparation for the Board Retreat and
meeting. Association will use data to revise the work plan for the coming year.
American
Association of Homes and Services for the Aging – June 2005—18M—90 Staff
Larry
Minnix, President
Katie
Smith Sloan, Chief Operations Officer and SVP Member Services
2519 Connecticut Ave, NW
Washington
DC 20008
Phone: 202-508-9420
lminnix
or ksloan@aahsa.org
Services
rendered by Stephen C. Carey, Ph.D., Karen Clayton:
Conducted a review of the association’s affiliate structure and operations in
preparation for a year - long strategic planning assessment and program.
Reviewed a variety of trends, issues and benchmarks in association management
and integrate the association’s position. Using in-depth interviews with staff
and volunteers, prepared and presented a 3 -hour program for the States
leadership conference to springboard into a comprehensive qualitative and
quantitative research and strategic planning phase. Worked on developing
benchmarks for the association to use in reinventing its I/T infrastructure and
operations with the state affiliate organizations.
National Council for Higher
Education Loan Programs (NCHELP)—April 2005—5 Million--20 Staff
Chris Martin,
Director of Member and Strategic Relations
1100 Connecticut Ave NW, Ste 1200
Washington
DC 20036
202.822.2106
cmartin@nchelp.org
Services Delivered by:
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE, Jeffery Morrison, and Leonard
Rickman, MA: Conducted
in-depth interviews, focus groups, an environmental scan and a quantitative
market research needs assessment for the association, to position NCHELP to
take advantage of future industry trends and issues. Used the new Demographics
Overlay™ methodology for survey report preparation.
Casualty
Actuarial Society—April 2005—4.5M—22 Staff
Cynthia
Ziegler, CPCU, ARM, AAI, CAE
Executive Director
1100 N. Glebe Rd, ste 600
Arlington
VA 22201
Phone: 703-276-3106
cziegler@casact.org
Services Delivered by:
Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE:
Developed a Committee Chair and leader program to teach chairs how to develop,
write, monitor and evaluate business work plans in their functional areas.
Developed a full day presentation and practical exercise so that all chairs
could write their plans simultaneously.
Assisted the Executive Committee in defining the parameters and scope of
the evaluation for volunteer
leaders. ?
American
Society of Certified Public Accountants and State Societies of CPAs North East
Conference—March 2005 – 15M—100 staff
Contacts:
Clarke
Price.
President,
Ohio
Association of CPAs
Ohio
Society of CPAs
cprice@ohio-cpa.com
Benjamin
Martin, CAE
Member Relations Director
Virginia Society of CPAs
bmartin@vscpa.com
Phone: (800)
733-8272
www.vscpa.com
Services Delivered by:
Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE:
For the National Conference, developed a presentation on developing and
delivering association value for the member dues dollar. For the North East Conference, developed a
1-1/2 hour governance, marketing and communications trends, issues and best
practices program concentrating on the educational development and delivery
function.
Marine
Technology Society—March 2005, 3M-- 4 staff
Judith T. Krauthamer
Executive
Director
5565 Sterrett Place, Suite 108
Columbia,
MD 21044
Phone: 410.884.5330
mtsdir@erols.com
Services rendered by
Stephen C. Carey, Ph.D., Jeffrey Morrison: Conducted a
strategic planning assignment for the association. Conducted in-depth
interviews with Society leaders and a full environmental scan with MTS
stakeholders. Conducted a planning session to identify the vision, mission,
goals, objectives and tactical objectives of the association, and worked with
the staff to tie the plan together with the annual business plan and budget.
American Orthinologist’s Union –
March 2005, August 2004, March 2004—5M, 8 Staff
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.
The American College
of Radiology—March 2005—30 Million, 150 Staff
Harvey
Neiman, MD, Executive Director,
Nancy
Cook,
Senior
Director Marketing and Public Relations
1891 Preston White Drive
Reston,
VA 20191
Phone: 703.648.8900
harveyn@acr.org / nancyc@acr.org
Services Delivered by:
Stephen C. Carey, Ph.D., CAE, Michael Sherman, Ph.D., CAE, Karen Clayton, CAE
and Leonard Rickman, MA, Jeffrey Morrison: Conducted in-depth interviews, focus groups, an environmental scan
and a quantitative market research needs assessment for the association.
Reviewed the marketing and communications component of the association and
provided findings, recommendations, suggested new structural models and
internal marketing and communications suggestions. Assisted in evaluating the
association’s quantified value of products as equated to dues and reviewed the
association’s new educational initiatives.
Society
for Competitive Intelligence (SCIP)—January 2004—2.8 Million, 10 staff
Alex Graham
Executive Director
1700
Diagonal Road, Suite 600
Alexandria, VA 22314
Phone: 703.739.0696
agraham@scip.org
Services provided
by: Stephen C. Carey Ph.D., CAE and
Karen Clayton CAE: Conducted a strategic planning
assignment for the association. Conducted in-depth interviews with Society
leaders, conducted a planning session to identify the vision, mission, goals,
objectives and tactical objectives of the association, and worked with the
staff to tie the plan together with the annual business plan and budget.
Council of Scientific Society Presidents— December 2004, May 2004,
November 2003—Multiple Assignments
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)
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)
Hank Roeder, Deputy Director
110 N.
Royal St., 4th Floor
Alexandria, VA 22314
Phone: 03-684-0836
Services rendered by
Stephen C. Carey, Ph.D., Leonard Rickman, MA, and Karen Clayton, CAE: Six assignments. Since AMMR 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 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.
The
National Association of Bar Executives—October 2004
Joyce Hastings
Communications Director
State Bar of Wisconsin
Phone: 608.250.6126
Services provided
by: Stephen C. Carey Ph.D., CAE:
Provided two sessions at the Bar’s annual meeting. One session on trends and
issues in association marketing and communications and one session on tools and
techniques for assembling a marketing plan using a quantified value
methodology.
National Emergency Number
Association (NENA)— June 2004 / February 2004/ October 2003 / July 2003--3.5
Million—17 Staff (Multiple Assignments)
Terry Peters, CAE
Executive Director
2100 Fairfax Dr. Ste 700
Arlington VA 2207
Phone: 703.626.7378
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)
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 Golf Course Owners
Association—April 2004--4M, 22 staff
Jay
L. Karen
291
Seven Farms Road,
2nd fl.
Charleston,
SC 29492
Phone: 843.881.9956
jkaren@ngcoa.org
Assisted
the association in its restructuring of its dues formulae. Provided the
association with benchmarks and best practices in considering dues formulae,
and in addressing issues with chapter relations vis a vis dues and benefits.
Health Physics Society-- April
2004—2M, 4Staff
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.
SPIE—The International Society for
Optical Engineering—March 2004—20M—120 staff
Eugene
G. Arthurs
Executive
Director
Janice
Gaines Walker
Director,
Events
PO Box
10
Bellingham,
WA 98227
Phone: 360.685.5448,
Eugene@spie.org /
Janice@spie.org
Services provided
by: Stephen C. Carey, Ph.D., CAE: Conduct in-depth interviews and informal focus
groups with the staff and facilitated a strategic planning program and
discussion on the strategic planning process and alternative futures
methodology and practice. Taught the staff how to think strategically and to
rise above the day to day. Provided hands on instruction with best practices
and models to use in the exercises.
National Safety Council—March
2004—40M—325 Staff
Joe
Potaczek
Director
of Chapter Relations
1121 Spring Lake Dr.
Itasca,
IL 60143
Phone: 630-285-0898,
potaczekj@nsc.org
Services provided
by: Stephen C. Carey, Ph.D., CAE and
Karen Clayton, CAE: Facilitated
an issues forum for NSC’s Chapter network. Conducted in-depth interviews with
staff and chapter leaders to discern problem areas and issues of importance to
the association.
Central Station Alarm
Association—February 2004—1 Million-- 5 Staff
Steve
Doyle
Executive
Director
440 Maple Ave East, Ste 201
Vienna,
VA 22180
Phone: 703-242-4670
director@csaaul.org
Services
provided by: Stephen C. Carey, Ph.D.,
CAE and Karen Clayton, CAE:
Conducted an environmental scan and in-depth interviews for the association in
preparation for creating the CSAA strategic plan. Facilitated the strategic
planning process using an alternative futures methodology, and created the
strategic plan for the association.
National Association of Workforce
Boards—February 2004 — 1.5—Million—11 Staff
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 developeda comprehensive personnel evaluation system for the CSE and staff.
Produce for Better Health
Foundation—January 2004—5 Million—38 Staff
Elizabeth Pivonka
President
5341
Limestone Road
Wilmington, DE 19808
Phone: 302.235.2329
epivonka@5aday.org
Services provided
by: Stephen C. Carey, Ph.D., CAE and
Karen Clayton, CAE: Assisted
this foundation with creating it’s strategic and tactical plan going forward.
Conducted in-depth interviews with the staff and board, an environmental scan
with the donorship, and facilitatiedthe creation of the plan and follow-up
integration of the plan with the annual business plan, budget and program of
work.
American Association of Motor
Vehicle Administrators (AAMVA)—August 2003 / December 2003--$20 Million—100
Staff (Multiple Assignments)
Jim Magruder
Chief of Staff, or
Linda Lewis,
Executive Director
4301
Wilson Blvd, Ste 400
Arlington, VA 22203
Phone: 703.908.5766
jmagruder@aamva.org
llewis@ammva.org
Services provided
by: Stephen C. Carey, Ph.D., CAE, and
Karen Clayton, CAE: Provided
facilitation and governance training services for the Board of Directors at the
International Board Meeting.
Facilitation centered on current trends and practices in association
governance and management focusing on duties and responsibilities of officers
and directors, roles and responsibilities of board and staff operations, dues
structure, work processes and policies and procedures, and board logistics and
management.
In a
separate assignment, positioned the Association to restructure it’s committee governance
operations and align operations with strategic and business plans. Developed
models, templates and best practices for the Committee Task Force to review in
its deliberations.
Building Commissioning
Association—December 2003-- .5Million, 3 Staff
Lynn Melby, CAE
Executive Director
Po Box
2016 Edmonds, WA 98020
Phone: 425.774.6909
lmelby@melbycameronhull.com
Services
provided by: Stephen C. Carey, Ph.D.: Assisted this association with its marketing and
communication planning activities for the new FY. Developed new sources of
nondues income to augment its dues program.
Assisted in evaluating the need for a continuing educational
certification programs and doing a competitor analysis, with recommendations.
Global
AIDS Alliance
(GAA)—October 2003—1 Million—8 Staff
Paul Zeitz, Ph.D.
Executive Director
1225 Connecticut Ave NW #401
Washington,
DC 20036
Phone: 202.296.0261
pzeitz@globalaidsalliance.org
Services provided
by: Stephen C. Carey, Ph.D., CAE and
Karen Clayton, CAE: Assisted
this cause-related organization by conducting an organizational and
programmatic assessment, qualitative research, an internal and external
environmental scan and facilitated their alternative future strategic planning
programs. Assisted in restructuring the organization based on future missions,
programs and funding. Prepared the operations and business plans linked to the
strategic plan for FY 2004/5.
United
States Chamber of Commerce, Institutes for Organization Management, August
2003, June 2000, September, January 1999 – $90 million, 400 staff (MULTIPLE
ASSIGNMENTS)