2010 Mid-Winter CEO Meeting
Detailed Business Agenda
Feb. 28-March 3, 2010
Miramonte Resort and Spa—Indian Wells, California
Speaker presentations may be found in
CESSE e-communities.
Redefining the Basics: Practical Solutions for Guiding Societies
Click Here for Printable Format
MONDAY, March 1
8:30 -8:45 am
Welcome and Program Introduction
CESSE President Katherine McCarter and Program Chairs: Barb Dunlavey, Suzanne Grinnan, and Alan Kraut
8:45-10:00 am
Getting the Most from Yourself and Your Staff: Lessons from Organizational Research Speaker: Gary Latham, Rotman School of Management, University of Toronto
Moderator: Alan Kraut, CEO Association for Psychological Science
Internationally-known industrial/organizational psychologist Gary Latham will discuss what the extensive research literature says works—and doesn’t work—when addressing human resource-related issues such as interviewing potential employees, motivating individual staff, and creating productive teams. Latham’s presentation will be followed by a moderated conversation.
10:00 -10:30 am
Refreshment Break
10:30 am -12:00 noon
Pressing Issues: What's On Your Mind? CEO ONLY EVENT
Moderator: Eugene Arthurs, CEO, SPIE
While the exact format the discussion portion of this session takes is to be determined - a large group discussion or individual topic roundtables are both being considered - Eugene Arthurs will provide and comment on a list of “pressing issues” currently facing CESSE CEOs. These issues will be identified through a pre-meeting survey and combined with other data about the recession and issues facing professional societies in the “new world order.” This session is designed to allow the content of the Mid-Winter Meeting be as current and responsive to prevailing realities as possible.
12:00 noon – 1:00 pm
Lunch
1:00 – 1:30 pm
Technology Break
1:30 -3:00 pm
Defensive Budgeting and Other Strategies for a Changing Climate
Moderator: Jean Vavrek, Canadian Institute of Mining, Metallurgy, and Petroleum
Panelists: Angela Keyser, CEO American Association of Physicists in Medicine
TBA
TBA
Budgeting has always been a time consuming and somewhat intuitive activity, trying to forecast the future based on past experience and projected expectations. This activity is further complicated by the reality of today’s unknowns. As membership-based organizations we are heavily dependent on the economies of the industries we represent. This panel session will explore different budgeting strategies such as scenario planning using trigger events; zero-based budgeting; rolling forecasts; and quarterly budgeting. Initial presentations by CEO panelists will be followed a moderated discussion.
3:00 pm -3:30 pm
Refreshment Break
3:30-5:00
Times Up! Knowing When to Leave or How to Stay - CEO ONLY EVENT Speaker: Bob Van Hook, Interim CEO, American Geophysical Union
Sooner or later, every CEO will leave their current organization. How long is the “right” amount of time for a CEO to remain in a position? Some say that an exec should only stay for 5-7 years - that after that their leadership gets stale. Others say that CEOs should stay in place as long as possible to avoid the disruption that comes with an executive transition. The truth is much more nuanced and based on factors related to the executive, the organization, and the environment. How does a CEO know when to leave? What are some of the warning signs? What do long-tenure CEOs do to remain effective in their positions that differentiates them from other CEOs who depart after a short time? What can you do to prepare yourself and your organization for your eventual departure? Bob Van Hook is a professional interim CEO, and as co-founder of Transition Management Consulting, his job is to support people and organizations during executive transitions. Bob will give a little background on some of these questions and then facilitate the group in a guided conversation about CEO transitions.
TUESDAY, March 2
8:30 -10:00 am
What Every CESSE CEO Should Know About Contracts
Moderator: Jefferson C. Glassie, Esq., Pillsbury Winthrop Shaw Pittman
Panelists: Bill Davis, CEO American Anthropological Association (AMS contracts); Amy Martell, HelmsBriscoe (meeting/facility contracts); Arlene Pietranton, CEO American Speech-Language-Hearing Association (employment contracts); and Morna Conway, Morna Conway, Inc. (publication contracts)
Managing up-to-date, good practices contracts are essential to running financially healthy programs, as well as for safeguarding your own professional position. Understanding the details they contain, ways to mitigate the financial and legal risks implicit in them, and which clauses can protect or adversely affect a Society (or CEO) will help you guide your organization toward health. Tuesday will focus on four types of contracts: meeting (facility), publication, AMS, and
CEO employment. During this session, panelists share their knowledge of what to look for when negotiating these types of contracts. Strategies for negotiating good contracts will be shared in greater detail during the round tables held after the coffee break (see below).
10-10:30 am
Refreshment Break
10:30-11:20 am
Roundtable Discussion Session I: Contract/Negotiation Strategies and Best Practices
Drawing on the presentations from the early morning session on contracts (see above); join other attendees at roundtables to discuss employment, meeting (hotel/facilities), publication, and AMS contracts. Discussions will include negotiation strategies and ask “If you were renegotiating contract X, what would you do differently?” Choose one roundtable for this 50-minute session, and then switch to another to explore a second topic.
Roundtable Moderators:
—CEO employment contracts Session I: Andrea Pendleton, American Association of Anatomists, and Jefferson C. Glassie, Pillsbury Winthrop Shaw Pittman
—Meetings contracts Session I: Suzanne Grinnan, Society for Imaging Science and Technology, and Amy Martell, HelmsBriscoe
—Publications contracts Session I: Bill Stahl, The Histochemical Society, and Morna Conway, Morna Conway, Inc.
—AMS contracts Session I: Bill Davis, American Anthropological Association
11:30 am -12:20 pm
Roundtable Discussion Session II: Contract/Negotiation Strategies and Best Practices
Second contract roundtable; see description above.
Roundtable Moderators:
—CEO employment contracts Session II: Arlene Pietranton, CEO American Speech-Language-Hearing Association, and Jefferson C. Glassie, Pillsbury Winthrop Shaw Pittman
—Meetings contracts Session II: Kathy Kreiter, International Association for the Study of Pain, and Amy Martell, HelmsBriscoe
—Publications contracts Session II: Seth Davis, Geochemical Society, and Morna Conway, Morna Conway, Inc.
—AMS contracts Session II: Tina Straley, Mathematical Association of America
12:30- 1:30 pm
Lunch
Tuesday afternoon is intentionally free of programming to allow our attendees to enjoy the optional activities.
WEDNESDAY, March 3
8:30-10:00 am
A New Look at a Traditional Revenue Stream: Printing and Content Delivery in Publishing’s Brave New World
Moderator: Crispin Taylor, CEO American Society of Plant Biologists
Speakers: Rebecca Kennison, Columbia University Libraries on “Scholarly Publishing from the Library’s Perspective“; Alison Mudditt, SAGE Publishing on “The Future of Scientific Publishing”; and Paul Wehking, Omnipress on ““New Publishing Paradigms”
Publications are among our most important programs as professional societies, but paradigms that have been in place for years are being challenged by new online technologies, demands for open access, and shrinking budgets. However, opportunities often accompany challenges, so in addition to offering perspectives on future directions for journal publishing, speakers in this session will also highlight potential new revenue-generating paradigms in scholarly communication. Their talks will be followed by a moderated discussion.
10-10:30 am
Refreshment Break
10:30-11:30 am
The "Dos" and "Don'ts" of Membership Marketing
Moderator: Pat Natale, CEO, American Society of Civil Engineers
Speaker: Mark Betchkal, Yes Marketing LLC
Our members are a huge segment of our customer base, but how well do we know them and what do we really need to know to market to them? Years of experience working with CESSE organizations has given Mark Betchkal insight into where to—and where not to—allocate resources in pursuit of this knowledge. His presentation will provide a practical primer on the topic, addressing market segmentation, best offers, ROI, email, Google advertising, and general all-purpose information for planning successful campaigns. There will also be some discussion for customer marketing as some CESSE members have a significant focus on sales to non-members. The presentation will be followed by a moderated discussion.
11:30 am -12:15 pm
CESSE Business Meeting - CEO ONLY EVENT
12:15 pm - 1:30 pm
Lunch
1:30 - 3:00 pm
Final Roundtable: Hot Topics - CEO ONLY EVENT
Coordinators: Suzanne Grinnan, CEO Society for Imaging Science and Technology, and Alan Kraut, CEO Association for Psychological Science
Following in the footsteps of the Monday CEO roundtable theme, which allows CEOs the opportunity to discuss those issues most on their minds coming into the Mid-Winter Meeting, this session will allow further discussion of those and/or other topics identified during the meeting as a result of presentations heard and conversations had. The exact format—and topics—for this session will be determined Wednesday morning based on feedback. Our goal is to create an opportunity for more in-depth discussion with colleagues and issues of immediate interest. (We sure hope this works!)
3:00 - 3:30 pm
Refreshment Break
3:30 - 5:00 pm
Practical Social Media Strategy for Breakthrough Results
Moderator: Barb Dunlavey, CEO Society of Maintenance and Reliability Professionals
Speaker: David Gammel, High Context Consulting, LLC
Those achieving breakthrough results with social media are doing so by aligning their efforts with the top goals of their organization. This session—a 45-minute talk followed by a moderated discussion—will discuss how effective social media strategies are grounded in the higher-level outcomes of an association. Many organizations are investing significant resources into social media without a business plan for sustaining the effort or how to monetize the effort. David will provide a practical framework and process for developing social media strategies that create tangible value for your organization, members, and mission by focusing on:
• The seven strategic outcomes any site can achieve and how social medial can support them
• How to make social medial a key element of your web strategy formulation
• Defining and measuring your breakthrough social media results
• Tips on working with Board and other leader in the strategy formulation process
