Manufacturing Excellence—August 2014 and November 2013—6M + budget, 18+staff
Services rendered by
Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman, MS: Conducted a search for AME’s new President an CEO, conducted qualitative
and quantitative research with members to align goals with the association’s
goals. Assisted in the reconstruction of the bylaws to revamp structure of the
governance units and management. Conducted a review, benchmarking, assessment
and facilitated the development of a plan for AME’s consideration as to whether
they will remain self-managed or move into a managed environment—facilitate a
review and creation of association objectives given its current strategic plan.
Conducted a management and environmental scan and in-depth interviews in
preparation for planning committee and board deliberations.
International Urogynecological Association– Sept 2011, April 2011—4M Budget—5 Staff—3,000 Members Worldwide—Multiple Assignments
Soren Brostrom, MD, PhD, MPA
Urogynecologist, Associate Professor
Herlev Hospital, University of Copenhagen
International Urogynecological Association
Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducted a year long strategic research and planning assignment for the association complete with interviews, focus groups, an environmental scan, a quantitative survey of members and affiliates in preparation for a three day board facilitation of the strategic plan going forward. Conducting an operational and governance assessment for the Board using in-depth interviews with the staff and Board and others. The assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, finance, admin, membership, marketing, affiliate operations, conventions and meetings, education and certification will be examined. Will assist the association to address its headquarters and staffing options for the future as a result of the strategic planning assignment.
National Association of Medical Staff Services—March 2011 /November / September / August / April 2005 –1.8M--5 staff –3,500 members (4 assignments)
Donna Goestenkors, CPMSM
Past President or
Megan Cohen, MPA, CAE
Donna 618.830.0057(c); Megan 202.3671220
Services rendered by Stephen C. Carey, Ph.D., Karen Clayton: Performed a detailed management and governance assessment restructuring the Board for the association and benchmark current management and governance operations and operating ratios. Using in-depth interviews of leaders, informal focus groups and an environmental scan, facilitated the new strategic plan for the association. Provided suggestions as to how the association could improve its staff management operations, communications with governance components and how to better market the product lines. Conducted a search for a management firm for the association, including preparation of the RFP, interviewing the prospective candidates and facilitating the search process. Also reviewed the certification and educational components of the association and revising the strategic plan. Facilitated an accreditation and expanding membership meeting with the Board.
National Osteoporosis Foundation–January 2010, September 2009 and May 2009—5M, 20 staff (Multiple Assignments)
Honorable Daniel Mica
Chairman of the Board, and CEO
Credit Union National Association
1232 22nd St, NW
Washington, DC 20037
Phone: (202) 508-6704
Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Facilitated a strategic and operational assessment and intervention with the Foundation using in-depth interviews with the staff and Board and others. The assessment addressed the current environment, in which the Foundation operates and opportunities for improvement in operations, structure and governance. Assisted in the sale of the Foundation’s headquarters building and move to temporary and again to permanent space. Conducted a search for the new Executive Director and facilitated the research (interviews, focus groups and quantitative member/donor needs assessment) and strategic plan and facilitated session to be used to create the strategic plan of the Foundation. Acted as interim supervisors during the initial move and interim after the new Executive Director was selected and when she came on board.
International Health Economics Association—(IHEA)—July 2007—1.8M Budget – 5 Staff
435 East Durham St.
Philadelphia, PA 19119
Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a full organizational assessment of the headquarters and staffing components to include an I/T evaluation with recommendations on headquarters location and staffing formula.
Pennsylvania Association of Realtors --July 2007 – 50 local realtor associations
Adrienne Nichols, e-PRO, M.Ed.
Pennsylvania Association of REALTORS®
4501 Chambers Hill Road
Harrisburg, PA 17111
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
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 2008–3M—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
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 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
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
5353 Wayzata Blvd. Ste 600
Minneapolis, MN 55416
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
1901 South Meyers Road, #240,
Oakbrook Terrace, IL 60181
Phone: 703-400-9673 • Fax: 630-214-3902 • http://www.ncbtmb.com
Services Delivered by: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Appointed as Consultant Panel Chair to review governance and financial issues for the association.
CLMA—The Resource for Laboratory Professionals—March 2007--2M Budget—7 staff (Multiple Assignments)
989 Old Eagle School Road, Ste 815
Wayne, PA 19087
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.
California and Nevada Credit Union Leagues —February 2007--9M Budget --60 staff
Senior Vice President
Professional Development/CU Development
(PH) 800.472.1702, ext. 3252
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 American Thyroid Association—January 2007—3M Budget – 10 staff
Bobbi Rath Smith, CAE
6066 Leesburg Pike, ste 550
Falls Church VA 22041
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
Council for Exceptional Children
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
601 Pennsylvania Ave, So. Bld. Suite 600
Washington DC 20004
or Scott Earl, Vice President
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
Director of Member Development and Chapters
1025 Connecticut Ave, NW, Ste 200
Washington DC 20036
202.293.4103 ext 337
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
Director, Membership and Committees
116 East 27th St. 7th Floor
New York, NY 10016
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
Services rendered by Stephen C. Carey, Ph.D, CAE and Karen Clayton, CAE: Assisted the association in developing communication and branding guidelines and reviewed 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
Past President and Assessment Committee Chair
One Piedmont Center, Suite 400
Atlanta, GA 30305
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
Labor and Employment Relations Association
504 East Armory Ave
Champaign, IL 61820
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
Evanston, Illinois 60201
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
American Culinary Federation
180 Center Place Way
St. Augustine, Florida 32095
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
Associate Exec. Dir. for Membership and Meetings
American Counseling Association
5999 Stevenson Avenue
Alexandria, VA 22304-3300
Phone: 703-823-9800 x 288
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
Drohan Management Group
12100 Sunset Hills Road, Suite 130
Reston, VA 20190
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
Vice-President, Marketing, Communications and Research
Council on Foundations
1828 L Street, NW Suite 300
Washington, DC 20036
Phone: (202) 467-0475
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)
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
900 Cummings Center, Suite 221-U
Beverly, MA 01915
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
Market Research Analyst
2215 Constitution Avenue
Washington DC 20037
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
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
Services rendered by Karen Clayton, CAE, Stephen C. Carey, Ph.D. and Len Rickman: Conducted a study to develop a membership and marketing function for the association. Examined current technology with an eye towards developing a new AMS and hiring an experienced membership director. Assisted the association with the development of the infrastructure and administration necessary to establish a fully operational membership recruitment, retention and administration system. Provided executive search services and hired the Vice President of Marketing Services and the Director of Membership.
The American Association of Blood Banks—January 2006—14M—60 staff
Marc Pearce, MBA
Chief Marketing Officer
8101 Glenbrook Rd.
Bethesda, MD 20814
Former Director, Marketing and Communications, now Executive Director of AUGS
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.
514 Poplar St
Columbia, PA 17512
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
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
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. Facilitated meetings with a governance task force and the Board.
National Apartment Association—November 2005—4.5M—30 Staff
Director of Membership
201 N. Union St. #200
Alexandria, VA 22314
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
Director of Membership and Development
1111Pennsylvania Ave NW
Washington DC 20004
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
401N. Michigan Ave,
Chicago, IL 60611
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.
National Private Truck Council—July 2005, Sept 2005—2.5M—10 staff (Multiple Assignments)
Gary Petty, President and CEO
George Mundell, Senior Vice-president
2200 Mill Road, Ste 350
Alexandria, VA 22314
Services rendered by Stephen C. Carey, Ph.D., Karen Clayton: Conducted an assessment and review of the operations and governance of the association, conducted a detailed environmental scan of the industry in preparation for the Board Retreat and strategic planning 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
lminnix or firstname.lastname@example.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 it’s 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
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
1100 N. Glebe Rd, ste 600
Arlington VA 22201
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.
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
Services rendered by Stephen C. Carey, Ph.D., Leonard Rickman, MA, and Karen Clayton, CAE: Six assignments. Since AM+MR began work with this association, NBTA’s budget has grown from 2 million to 8 million, with the creation of a new foundation with current commitments for 8 million. Conducted in-depth interviews, focus groups and a quantitative market research needs assessment in the membership and international areas. Conducted a complete review and analysis for the association examining their international structure with models, findings and recommendations as to how they should structure for the future, and a competitor analysis. Used the new Demographics Overlay™ methodology for survey report preparation. Conducted a detailed governance and strategic planning review for the governing board outlining achievements over the past two years, and areas of concentration for the future. In a separate study, examined the communication and information management functions of the association, with recommendations and action plans for revising the structure of those functions. Assisted with executive search in the hiring of new directors for the foundation and the education function. Developed a psychographics segmentation system for the association in June 1997. Analyzed the membership’s recruitment and retention function in May 1997. Conducted public relations, communications and a marketing analytical study with end result of repositioning NBTA’s image among industry associations and national media and, revising their marketing and strategic planning strategy to meeting current conditions in September 1996. Conducted a full day Board Retreat to review and integrate findings into the association’s action plan as well as a full briefing on the findings of the report. Conducted Board governance training and a practical exercise in board management in September 1998. Invited back to provide governance and team building training for the Board and committee chairs in September 1999, and to conduct the search for their new Education Director in April 2000.
National Emergency Number Association (NENA)— June 2004 / February 2004/ October 2003 / July 2003--3.5 Million—17 Staff (Multiple Assignments)
Terry Peters, CAE
2100 Fairfax Dr. Ste 700
Arlington VA 2207
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.
American Wholesale Marketers Association, -- September, 2001—8 Million, 20 staff
Scott Ramminger, President, or Mike Stulberg, 2nd Vice President
1128 16th St. NW, Washington DC, 20036
320.2352454 ext. 110
Services Delivered By: Stephen C. Carey, Ph.D.,CAE, and Karen Clayton, CAE: Provided Executive Search Services to identify a new President and CEO for the organization. Prepared the position specification, conducted preliminary interviews and assisted the search committee in the hiring of the new CSE. The new President and CEO, Scott Ramminger, was selected in August, 2001.
The Endocrine Society – February, 2001-- $20 million, 60 staff
Manager, Human Resources
4350 East West Highway, Ste 500,
Bethesda, MD 20814
Services Delivered By: Karen Clayton CAE-- Conducted an executive search for a manager of meetings, with responsibilities for all logistical and educational components of all Society meetings. Interviewed the staff prepared the job specification, job description and vacancy announcements.
National Association of College and University Business Officers (NACUBO) March 2001 - $20 million, 60 staff
Vice President, Membership
2501 M St. NW, Ste.400,
Washington, D.C .20037
Services Delivered By: Stephen C. Carey Ph.D. CAE Assisted the association in reviewing its marketing and communications position for future structure and operations.
National Fisheries Institute, -- January 2001, December/April/May, 1999, $4 million, 20 staff (MULTIPLE ASSIGNMENTS)
Richard E. Gutting, Jr.
Executive Vice President
1901 North Fort Myer Drive, Suite 700,
Arlington, VA 22209
Services delivered by: Stephen C. Carey, Ph.D., CAE, & Karen Clayton, CAE:
2001: Conducted a search for a Deputy Director for this association, to handle all marketing, communications and administrative functions. Conducted industry task force facilitation on future products and services.
2000: Conducted a second environmental assessment and Strategic Planning process for the association to prepare for New Millennium Operations.
1999: Conducted a review and analysis of volunteer and staff management and governance operations. Provided recommendations as to changes in size, structure, and term length and succession strategies for the governance components of the association. Facilitated the association’s first Strategic Planning process.
1998: Reviewed and benchmarked other like sized associations and provided recommendations on changes to staff structure and internal association operations. Recommended a detailed process, by which the association could carry out the recommendations. Conducted a review of the Institute’s Strategic Plan and work plan components.
GAMA International, a Unit of the National Association of Life Underwriters—April and August 1999—$2.5 million, 15 staff (MULTIPLE ASSIGNMENTS)
1922 F St. NW,
Washington, D.C. 20006-4389
Services delivered by Stephen C. Carey, Ph.D., and CAE: Provided facilitation services for the conduct of the association’s staff retreat, to discuss the reorganization of the association. Conducted a full organizational review and analysis audit, and provided recommendations as to how to restructure the positions and functions of the association’s internal operations and staffing. Assisted the Executive Director in recruiting and hiring for the key reorganized positions on the staff.
The Flight Safety Foundation, September 1997, April 1998 --- $4 million, 18 staff (MULTIPLE ASSIGNMENTS)
Executive Director, or
Director of Communications
601 Madison St, Ste 300,
Alexandria, VA 22314
Services delivered by Stephen C. Carey, Ph.D., and CAE and Karen Clayton, CAE: Conducted a full governance review and analysis with recommendations of FSF’s membership, corporate sponsorship and marketing operations. Implemented new membership recruitment, retention and administration procedures. Developed an overall marketing and development strategy and continue to assist the association in redefining its dues structure, creating TruValueÔ definition for current and future members and their employers. Helped the Foundation develop strategy targeted at relating the TruValueÔ of the mission to senior corporate executives of member companies. Conducted a strategic planning session for the Executive Committee.