BOOKS, ARTICLES & PRESENTATIONS

BOOKS

· NEXT: The Association Guide to Value Creation and Delivery: Creating and Delivering Value for Programs, Products and Services-Due out in 2010

· Guide to Association Social Networking Applications: A Primer for Associations Discovering New Frontiers in Association Web 2.0 Marketing & Communication Vehicles for Volunteers & Staff, AMMR Press, July 2009

· The Association Strategic Planning and Research Guide with Templates and Best Practices, AMMR Press, Revised, January 2010.

· The Association and Nonprofit Marketing and Communication Planning Guide: A Workbook of Models, Templates and Best Practices for Creating Simple and Effective Marketing and Communication Plans for Uncertain Times, AMMR Press, Second Edition, Revised, January 2010.

· Marketing the Nonprofit Association, A Guide to Marketing the Functional Areas of Trade Associations and Professional Societies, The Center for Association Leadership, 2006, 5th printing, 200 pp., 10,000 in print -- the first association management marketing textbook written in the field. Contributor, Publisher and Editor.

· The State of Association E-business: Objective Research with Insights from Association Professionals, ASAE, May, 2001, 145pp. One of three consultant contributors and commentators.

· Marketing and Selling to Associations and Nonprofits in the New Millennium: A Suppliers Guide to Understanding a Changing Association Marketplace, AMMR Press, 1998, 80pp.

· Meetings and Administration: A Textbook and Reference for Nonprofit Associations, GWSAE, 1995, 180 pp. Developed the concept and content for this GWSAE textbook. Initial Publisher and Editor.

· Conducting International Meetings, GWSAE, 1993, 168 pp. First “how-to” guide for trade associations and professional societies written in the field. Publisher and Editor.

· Selling to Associations, GWSAE, 1993, 96 pp. First and only textbook detailing marketing and selling techniques for association service providers. Contributor, Publisher and Editor

· Bibliography of Association Management Literature, GWSAE, 1990, 324 pp. The first and only comprehensive field bibliography compiled in the field of association management listing for and not for profit literature applicable to association management. Co-Editor and Publisher.

· Congressional Appropriations Subcommittee Confidence in Executive Agencies: One Subcommittee and Four Agencies, September 1981, 256pp.

PRESENTATIONS / WEBCASTS / POWERPOINT PRESENTATIONS -- 1999-2010

2002 – 2010 Presentations

• Governance and Management Function and their Application to the Professional Medical Society, American Academy of Craniofacial Pain, March 2010.
• Strategic Planning and Research for the Professional Association: Methods of Operation, Association of Government Accountants, February 2010.
• Principles of Governance and Strategic Planning, National Osteoporosis Foundation, December 2009,
• How to use the Baldrige Criteria for Performance Excellence, Council of Educational and Scientific Societies, July, 2009.
• Governance Practices—How to Constitute a Great Board and Board Meeting, National Cattlemen’s and Beef Association, October, 2008.
• Board Individual and Collective Evaluation Techniques, National Cattlemen’s and Beef Association, October, 2008.
• Strategic Planning and Board Governance Best Practices, American Association of Community Colleges.
• Marketing and Membership Techniques, Delaware Society of Association Executives, April 2008.

· Fundamentals of Membership and Marketing—Creating Value in a Web 2.0 World, Empire State Society of Association Executives, January 2008.

· The Malcolm Baldrige Criteria for Performance Excellence—The Case for Utilizing the Criteria in Association Assessments, ASAE and the Center for Association Leadership, Annual ASAE Fellows Retreat, Savannah GA June 2007.

· The New Member Value Equation: Creating and Delivering Value for Association Products and Services, Program, ASAE Marketing and Membership Symposium, June, 2007.

· Association Governance, Marketing and Membership Trends and Issues, Keynote presentation for the New England Society of Association Executives, May, 2007.

· How to Establish an Association Consultancy, (Presentation and Panel Discussion), 2006 ASAE National Convention, Nashville, August, 2005.

· A Look at the Future: Marketing and Communication Trends and Issues, Closing Keynote, Marketing and Membership Symposium, ASAE, July, 2005.

· Strategic Planning and Marketing, Address to the Council of Scientific Societies Mid-year Meeting, May, 2005.

• Association Marketing in Today’s Association, Association Nation Radio Telecast, Kevin J. Murphy, Broadcast Interviewer, 10:00am EST, Sunday, May 8, 2005.

· Best Marketing and Communications Practices and Benchmarks, workshop for the Direct Mail Association of Washington, February, 2005.

· Creating the Scientific Society Strategic Plan for Tomorrow, presentation to the Council of Scientific Societies Annual Meeting, December, 2004.

· Marketing Case Studies, Annual Meeting Workshop, Minneapolis, MN, August 2005.

· Governance Planning and Strategic Planning for Large Association Staffs, SPEI, The Optical Society, April, 2004.

· Marketing Trends and Issues and Their Impact on the Future of Association Management, Association Forum and the Keynote address for the Wisconsin Society of Association Executives, May 2004.

· Governing, Marketing and Communicating the Scientific Society of Tomorrow, Keynote for the Council of Scientific Society Presidents, May, 2004.

· Association Marketing and Communications Case Studies and Best Practices, Annual Meeting of the American Society of Association Executives, August 2004.

· Governance, Marketing and Communications for the Future of Bar Associations, National Association of Bar Executives, October, 2004.

· Strategic Planning and Alternative Futures for Scientific Societies, Keynote address for the Council of Scientific Societies, December 2004.

· Volunteer Recruitment, Motivation and Retention, Maryland Society of Association Executives, November, 2004.

· Association Management Company Trends and Issues, ASAE Annual Meeting, August, 2003.

· Trends and Best Practices in Membership and Marketing, ASAE Annual Meeting, August, 2003.

· New Membership Campaigns, US Chamber of Commerce, Institutes of Organizational Management, July, 2003.

· Marketing Planning for Chambers and Associations, US Chamber of Commerce, Institutes of Organizational Management, July 2003.

• Trends and Practices in Nonprofit and Association Management, NPO Cooperation Circle, May, 2003.
• Board Governance: Recruiting, Motivating and Retaining Volunteers, Fairfax County Conference on Community Based Nonprofit Management —Best Practices and Benchmarks, Fairfax County Nonprofits, March, 2003.
• Marketing and Communications Basics, Maryland Association of Nonprofit Organizations, February 2003.
• Trends and Practices in Association Management 2003, keynote presentation to membership and marketing directors at the DynaInc membership seminar, George Mason University, January, 2003.
• Careers in Marketing and Communications Workshop, Closing General Session panel presentation and discussion at the ASAE Membership and Marketing Symposium, Hilton Hotel, Alexandria, VA, January, 2003.
• Trends and Practices in Association Management, Keynote address at the Annual Awards Meeting of the Maryland Society of Association Executives, December, 2002.

· Examining the Research, Trends, Models and Best Practices in Association and Chamber Management, partial adaptation from the ASAE Foundation Futures Exploring the Future: Seven Strategic Conversations That Could Transform Your Assn, USCC Institutes of Organization Management, University of Arizona, January 2002, (With David C. Olsen, President, Minnesota Chamber of Commerce.)

1999-2001 Presentations

· Governing, Marketing and Communicating the Association in the 21^st Century: Post September 11 Impact: Strategies and Recommendations Going Forward,” Presented to the New York Society of Association Executives Leadership and Marketing Institute, October, 2001.

· Selecting, Recruiting, Training and Motivating Volunteers in an Environment of Change, (Presentation and Web cast), The Association for Investment Management and Research®, January 2001.

· Membership Marketing and Volunteer Recruitment and Motivation, Pennsylvania Bar Association, Feb, 2001.

· Association Marketing and Communications Management in the E-business Environment, AMMR One-day seminar, November 2000.

· E-Business Publications, Communications and Sources of Nondues Income, SNAP Audio-communications/publications Seminar, June 2000.

· Marketing and Communicating in the New Millennium: One 2 One Marketing and Communications Strategies, ASAE Marketing Symposium, March 2000.

· E-business Marketing and Communications Sources of Nondues Income in the New Millennium, Plenary Session, NYSAE Education Day/I Love New York Day, February 2000.

· Marketing and Communication Audits, ASAE Marketing Roundtable, March 1999.

· One to One Marketing in the New Millennium, ASAE Marketing Section Roundtable, November 1999.

· Advanced Membership and Marketing E-Business Strategies for the New Millennium, USCC, September 1999.

FEATURED ARTICLES 1998 - 2010

(Check website: www.ammr.com for articles prior to 1998)

2002 – 2010

• Younger Members on Boards, Association Bottom Line Briefing (circulation 15,000 association executives), June 10, 2010.
• Conducting Joint Meetings with other Associations, Do’s and Don’ts, Association Bottom Line Briefing (circulation 15,000 association executives), May, 2010.
• Key Association Trends and Issues for 2010—Trends and Issues Workbook: Trends that Affect all Professional and Trade Associations Association Trends, April, 2010.
• Commercialism in Education—A Question of Ethics, Association Bottom Line Briefing (circulation 15,000 association executives), March 2010.
• Inexpensive Research Tools Association Bottom Line Briefing (circulation 15,000 association executives), February 2010.
• Strategic Planning Timelines, Association Bottom Line Briefing (circulation 15,000 association executives), January 2010
• Setting your Reserve Policy, Association Bottom Line Briefing (circulation 15,000 association executives), December, 2009.
• Call Center Operations, Association Bottom Line Briefing (circulation 15,000 association executives), November, 2009.
• Staff Salaries and Benefits as a Percentage of Total Revenue, Association Bottom Line Briefing (circulation 15,000 association executives), October, 2009.
• Ethics and Vendor Exclusivity, Association Bottom Line Briefing (circulation 15,000 association executives), September, 2009.
• Nominating Committee Make Up, Association Bottom Line Briefing (circulation 15,000 association executives), August 2009.
• CEO Evaluation by Staff, Association Bottom Line Briefing (circulation 15,000 association executives), July, 2009.
• Recessionary Effects on Retention, Association’s Now, February 2009.
• Key Association Trends and Issues for 2009—Trends Affecting all Professional and Trade Associations Association Trends, January, 2008.
• Association Survey Incentives and Response Rates, Association Bottom Line Briefing (circulation 15,000 association executives), December, 2008
• Setting the Association Dues, Association Bottom Line Briefing (circulation 15,000 association executives), December, 2008
• Calendar or Anniversary Date Dues Billings, Association Bottom Line Briefing (circulation 15,000 association executives), October, 2008
• Handling Disruptive Behavior by Volunteers, Association Bottom Line Briefing (circulation 15,000 association executives), September, 2008
• What is the Board’s Leadership Role in Recruiting and Retention? Association Bottom Line Briefing (circulation 15,000 association executives), August, 2008
• Differences between Satisfaction and Importance of Benefits—A Gap Analysis, Association Bottom Line Briefing (circulation 15,000 association executives), May, 2008
• Nondues Income Programs—Are They Right for Your Association? Association Bottom Line Briefing (circulation 15,000 association executives), April, 2008
• Whether to Offer the Option of Opt-in or Opt-out—That is the Question, Association Bottom Line Briefing (circulation 15,000 association executives), April, 2008
• Cost Reduction Assessments for Trade Associations and Professional Societies, Association Bottom Line Briefing (circulation 15,000 association executives), March, 2008
• Reserves to Revenue Ratios—How Much is Enough? Association Bottom Line Briefing (circulation 15,000 association executives), February, 2008
• Association Budget to Staff Ratios, Association Bottom Line Briefing (circulation 15,000 association executives), January, 2008
• Web 2.0—Key Questions and Considerations, Ask the Experts, Association Bottom Line Briefing, February, 2008.

· Calculating Budget to Staff Ratios—the Effect of Staff Benchmarking on Operational Planning, Association Bottom Line Briefing (circulation 15,000 association executives), February, 2008

· Key Association Trends and Issues for 2008—Trends Affecting all Professional and Trade Associations Association Trends, January, 2008.

· Creating New Dues Structures, Feature Article in ASAE’s Associations Now Magazine, March, 2007.

· Benchmarking Association Reserve Funds, Information Inc., August 2007.

· Dues Discounts Incentives and Rewards, Forum Magazine (Association Forum of Chicagoland) August, 2006.

· Association Trends and Issues for 2007—What’s in and What’s out, Association Trends, January, 2007.

· Baldrige Criteria and Nonprofit Associations, three publications, Association Trends, USAE Newspaper, ASAE Show Daily, Bottomline Briefing, August/October, 2006

· Association Trends and Issues for 2006, Association Trends, January, 2006.

• Communicating a Change in Dues Structure, ASAE’s Association’s Now Magazine, May, 2005.

• Compensation Tied to Budget Performance, from the List Server, Executive Idea Link, ASAE, April, 2005.

· Don’t Give too Much Away: Keep Some Content Secret, Association Trends, February 2005.

· All Together When? Association Management Magazine, Karla Taylor, March 2005.

(Contributed marketing methodology and quotes in the areas of integrated marketing teams and integrated marketing and communications structures.).

· Is your Association Heading In or Staying Out?, Association Trends, January, 2005.

• Marketing and Communicating in Creating Value on the Website, Association Trends, November, 2004.
• Association Governance, Marketing and Communications –A Future Look, Forum—the Magazine of the Association Forum of Chicagoland, August 2004. Planning for More Involvement in the Planning Process, Association Trends, August 2004.
• Where is the Best Place to Find Good Customer Service?, Association Trends, September, 2004.
• Planning for More Involvement in the Planning Process, Association Trends, August 2004.

· Masters of the Assn Universe—Can Association Management Sustain a Graduate Degree Program Over Time?, Association Trends, February, 2004.

· What are Associations Getting ‘In’ to This Year?, Article for Association Trends, January, 2004.

• The All-New, All-Inclusive Governance Model, Association Trends, July 2002.
• To Plan Properly Consider the Alternatives, Association Trends, Jan 2003.
• Trends and Practices in Association Management: In’s and Outs of 2003, Association Trends, Jan 2003.

· Value Articulation and Delivery in the age of E-Business, Association Executive, NYSAE, May, 2002.

· There May Not Be A Better Time To Use the Associations Reserves, Association Trends, January 2002.

· Ring ‘In’ the New Year: Don’t Be Left ‘Out’, Article for Association Trends, January, 2002.

1998 – 2001 Articles

• Don’t Neglect Your Youth; Young Pros Need Special Dues, Association Trends, November 2001
• ROI: Creating and Delivering True Value for Professional Societies and Trade Associations, Association News Magazine, MSAE, July 2001.
• To Plan Successfully, Set Priorities First, Association Trends, August 2001.
• Member Content Delivery That’s Just In Time, Association Trends, July 2001.
• Merging Members Call for Dues Adjustments, Association Trends, May, 2001.
• The Importance of Metrics in New Millennium Strategic Planning, Association Trends, February, 2001.
• What’s in and Out for Associations in 2001, Article for Association Trends, January 2001.
• Value Articulation and Delivery in the Age of E- Business, AMMR Publications, June 2001.
• Which is more important, Content or Membership Operations, AMMR Publications, June, 2001.
• Recognizing our Young Professionals, AMMR Publications, March, 2001.
• Be your Own Venture Capitalist, AMMR Publications, March, 2001.
• Effects of Mergers and Consolidations on the Dues Formula, AMMR Press, April, 2001.
• Emerging Priorities and Unanticipated Events: Effects on 21^st Century Strategic Planning, AMMR Publications, April 2001.
• Establishing Structure before you Enter the E-Business Environment, Association Trends, October, 2000.
• Marketing, Communicating and Delivering Content in the New Millennium, AMMR Publications, February 2000.
• What’s In And Out in the New Millennium in Association Management, Association Trends, January 2000.
• Career Opportunities for Marketing Personnel, ASAE Marketing Section Newsletter, September 1999.
• Integrated Marketing Groups (IMG’s): Needed in Associations Now More Than Ever, Associations Trends, October 1999.
• Education Planning and Training for Today’s Association Marketing Staff and its Ramifications on Association Marketing and Communications, Marketing Section Newsletter, American Society of Association Executives, August, 1999.

· “Transformational Crisis—Impact of 21^st Century Changes and Trends” in, Preparing for the 21^st Century, Brown, Kathleen, MPA, National Kidney Foundation, Association Executive, New York Society of Association Executives, August, 1999.

• ROI: Creating and Delivering True Value for Professional Societies and Trade Associations in the New Millennium, Association Trends, August 1999.
• Volunteer Selection and Recruitment in the New Millennium, Association Trends, June 1999.
• The Integrated Marketing Group (IMG)—Needed Now More than Ever, AMMR Press, 1999.
• Marketing Integration: The Challenge of the New Millennium, Association Executive, NYSAE, 1999.
• Streamlining the Small Association…A Blueprint for Change, A Study Highlighting the Structure of Small Associations, ASAE Foundation, July 1998.
• Associations Need to Revamp & Revitalize to Attract New Members, Association Trends, August 1998: and WPHC Contractor Magazine, September 1998.
• Governing the Association in the 21^st Century: Interviews with Association volunteer 21^st Century Leaders, Executive Update Magazine, June/July, 1998.
• Evaluation—The Most Important Part of the Strategic Planning Process, AMMR Press, 1998, Association Trends, October 1998.
• Rubbing Elbows, AMMR Press, 1998.
• Your Members Missions are Changing—Are You? AMMR Press, 1998.
• Streamlining Your Governmental Affairs Function Based on Results, AMMR Press, 1998.
• The Do Nothing Strategy, AMMR Press, 1998. Association Executive Magazine, NYSAE, August 1998.

· Cross Selling and Up Selling—Now more Important than Ever, AMMR Press, 1998.

• Pricing for Profit or Members: A continuing Association Management Dilemma, AMMR Press, 1998.
• What Does Strategic Mean to You? AMMR Press, 1998.
• Educating Chapters and Affiliates Will Pay Big Dividends, Forum Magazine, Association Forum of Chicagoland, March 1998.
• Blue Sky Thinking—Creating Networking Time for Chapters and Affiliates, Association Trends, April 1998.