Webinar Library

CESSE offers recordings of past webinars as a member benefit to help you in your professional development. Log in now to access the recordings.


COVID-19: Legal Strategies for Association Meetings

Jeff Tenebaum, Managing Partner at Tenebaum Law Group PLLC
Originally presented on March 20, 2020.

The news and developments regarding the COVID-19 virus are changing daily and, at least for now, not for the better. What can you do now about the threat to your association’s scheduled meetings and conferences, and what should you be thinking about as you plan for the rest of the year and beyond?

Watch COVID-19: Legal Strategies for Association Meetings Webinar

Session handouts:

How to Pivot and Create a Virtual Event in the Face of Challenge

  • Chris Urena, CAE, The Endocrine Society
  • Renee Lewis, CMP, Infinity Management Group 
  • Emma Clawson, Hematology-Oncology Pharmacy Association
  • Christine Young, Hematology-Oncology Pharmacy Association
  • Jacob Adams, NACE International

Originally presented on April 22, 2020.

“Pivoting” is the new normal in our society and association events in the face of the current global pandemic. CESSE is bringing together an experienced panel who has recently had to plan and institute quick, innovative thinking for their events. 

Watch Pivot and Create a Virtual Event Webinar



Responsible Investments for Nonprofits: What to Consider Before Investing 

Speakers: Martin Standish, CFA, CFP®, CAIA, Senior Portfolio Manager, and Robyn L. Clarke, J.D., CFP®, AIFA®, Director of Fiduciary Services

Originally presented on Tuesday, October 12, 2021.

With responsible investing growing in popularity, many nonprofit investment stewards are wondering whether they can, or should, include sustainable, green or socially responsible investments in the organization’s long-term portfolio.

  • Are such investments consistent with the organization’s mission?

  • How do sustainable investments perform compared to their non-sustainable peers?

  • What changes need to be made to our investment policies, if any?

  • What other issues should we consider before investing?

These are some of the questions Towneley Capital Management will address in this timely webinar.

The Canadian border is finally open. So, what’s next?

Moderator: Virginie De Visscher, Senior Director Business Development, Business Events, Destination Canada 


  • Ian Donald, National Coordinator, International Events and Convention Services Program, Canada Border Services Agency 
  • Theresa Gatto, CMP, DES, Senior Manager, Business Events, Ottawa Tourism 
  • Dawn Eagleton, Regional Manager, US Office, Meetings & Convention Sales, Business Events Montreal 

Originally presented on September 14, 2021.

After well over a year of restrictions and barriers to travel — not to mention constantly shielding ourselves from COVID-19 behind masks and Zoom calls — the longest shared border in the world between Canada and the US is now open.

But what, exactly, does this mean when it comes to the return of events? And now that the world is opening up again, are we ready? 

Join Destination Canada and its partners for an insightful and thoughtful discussion on the future delegate journey. In addition to hearing unique perspectives about the next generation of business events, you will also discover some of the innovative measures that are being put in place to reassure delegates and organizers as they return to face-to-face meetings — ranging from health to financial and contractual safety. 


CEU is King & Membership is Queen: NSH’s New Member Model Case Study

Speaker: Sharon H. Kneebone, CAE, IOM, Executive Director, National Society for Histotechnology

Originally presented on August 24, 2021.

Two years in the making, the National Society for Histotechnology (NSH) launched its new membership model in the middle of a pandemic, bundling education with membership to drive member value. Attend this webinar to learn about NSH’s process, project timeline and planning, and the results, including how the pandemic impacted our efforts.
Key Take-Aways:

  • Research is critical.

  • Evaluate your infrastructure.

  • Define what success looks like

  • Identify champions.

  • Track your progress, monitor, and readjust.


Where sustainability is not just an option…it is a state of mind

Moderator: Virginie De Visscher – Senior Director Business Development, Business Events, Destination Canada

  • Gwendal Castellan - Manager, Sustainable Destination Development, Tourism Vancouver
  • Nicola Alexander – Business Development Account Manager – Explore Edmonton 
  • Marie-Elaine Lemieux, Sales Manager, Quebec City Business Destination

Originally presented on June 29, 2021.

Sustainability is a buzzword in everyone’s vocabulary, even more so for STEM organizations as they chart their new course ahead. What will the future of events look like with sustainability in mind? What changes have destinations implemented to welcome back in-person events when restrictions are lifted?

Future attendees will ask if not demand that the events they will attend have considered sustainability. Join Destination Canada and its partners for a discussion on this important topic. Challenge the status quo by integrating sustainability standards for future host destinations.

The webinar is hosted by our CESSE Premier Partner Destination Canada Business Events.

Planning & Delivering Successful Events in 2021-22

Moderator: Katie Atkinson, President, RD Mobile


  • Michael Jones, VP Mobile Technologies, RD Mobile
  • ​Iain Bitran, Executive Director, ISPIM - The International Society for Professional Innovation Management
  • ​Stephanie Dylkiewicz CMP DES, Strategic Event Management Manager, AMC
Originally presented on May 11, 2021.

Online, hybrid, or in-person – which types of events should your organization be planning for 2021-22 & how can you ensure success? Join this interview-style webinar for expert insights into planning & delivering your events including designing your program, innovating your offerings, choosing your event platform, delivering value for sponsors, & ensuring ROI for your organization. 
Participants will gain valuable insights to:

  • Design events to accommodate change & disruption
  • Transition event delivery from online to blended & in-person
  • Innovate new offerings, expand reach & extend event longevity
  • Leverage a single platform to deliver events to both online & on-site participants
  • Deliver greater impact for sponsors & ROI for the organization 

Understanding the Complex Web of U.S. Sanctions and Their Impact on Your Organization

Presenter: Lindsay B. Meyer, Esq., Co-Chair, International Trade and Logistics Group, Venable LLP

Originally presented on May 4, 2021.

The number and scope of restrictions and prohibitions due to U.S. sanctions have continued to grow over the last several years, and the trend is expected to continue. Today, there are more such restrictive laws and regulations, enforced by more governmental agencies, than ever before. As such, it is imperative to understand how they may impact your operations before it’s too late. This one-hour webinar will provide an understanding and guidance on the complex web of sanctions, including: 

  • Who and what do these laws cover?
  • What precisely do they restrict?
  • What happens if there is a violation?
  • How can you assess your level of risk? and
  • What steps can you take to minimize risk and maximize your compliance? 

Our instructor, Lindsay Meyer, has decades of experience guiding organizations -- operating in a variety of industries and sizes around the globe -- on such issues.  She is delighted to have the opportunity to provide you with an overview of the issues, offer practical tips and traps on the topic, and answer questions that you might be facing. This will be a dynamic session on a topic of critical importance to your operations, which should not be missed. 


An Antiracist Framework for the STEM Society Workplace


  • Niccole Leilanionapae‘aina Coggins, Editorial, Design and Production Coordinator and Assistant Project Editor, University of Virginia Press
  • Jocelyn Dawson, Journals Marketing Manager, Duke University Press

Originally presented on April 27, 2021.

Efforts to advance inclusivity in STEM societies have gained momentum, yet there is still a lack of effective programs and solutions in place to address how systemic racism impacts our workplaces. First, we must recognize that there is a problem and identify the structures particular to our industry that maintain systems of white advantage. With that knowledge, we can work to disrupt racism (and other isms) and create work communities where everyone thrives.

This interactive webinar will have Zoom breakouts to discuss how white advantage presents itself in STEM society workplaces and approaches to combat entrenched systems that lead to inequity. 


Micro-volunteering: What is it and how to create a successful program

Presenter: Clare Bruff, MPA is Senior Manager, Volunteer Leadership Development and Diversity at ASME

Originally presented on April 13, 2021.

In associations, the roles we have for volunteers are often long-term, formal positions within our organizational governance structure. These roles are important and essential to our operations, but they may not be conducive to bringing in new volunteers who are just trying to get a feel for the association. 

Additionally, some of our members who may be interested in volunteering are busy with work and family obligations and find themselves unable to commit to longer-term positions. We may already be engaging volunteers in small or short-term roles informally, but how are we keeping track of these volunteers? 

Creating and implementing a micro volunteer program across your association can help solve these – and other – challenges. It will broaden your volunteer base, expose you to new volunteers who have the potential to become future leaders in the organization, and – most importantly – help you get the crucial work of your association accomplished.

Thank you to our Partner OpenWater for sponsoring this webinar.


So You Want to Start a Podcast – Considerations of Where to Begin

Originally presented on March 23, 2021.


  • Shawn Boynes, FASAE, CAE, Executive Director, American Association for Anatomy co-host of Texts to Table
  • Christina Rowe, MSOL, Leadership and Team Development with the Collaborative who co-hosts Conversations by Association
  • John Bryce, Host and Producer of The Master Brewers Podcast, Producer of Plantopia
  • Brianna Plank, Director of Business Development for 7 nonprofit organizations managed by Scientific Societies, including Master Brewers Association of the Americas and the American Phytopathological Society

Podcasts have been around a long time. Some societies are now starting to think of how podcasts could add value to their societies but don’t know where to begin. Hear from this panel on their experiences hosting and producing podcasts. They will share their tips and tricks and what to consider when starting a podcast including technical equipment logistics, creating content calendars, positioning podcasts to provide revenue for society and much more.


Advocacy Efforts in the Virtual World

Originally presented on February 16, 2021.


  • Mark Elsesser, Interim Director of Government Affairs, American Physical Society 
  • ​​Mary Jo Hoeksema, Director of Government Affairs for the Population Association of America and Association of Population Centers

Along with all things during COVID19, advocacy efforts have also had to pivot to the virtual world. CESSE is bringing together two government relations professionals to share what their organizations are doing differently to advocate effectively during this pandemic.

Learn how Mark Elsesser and the American Physical Society used increased member engagement and a new mobile-friendly advocacy software platform to increase their grassroots advocacy actions by more than 700%. Hear from Mary Jo Hoeksema, Population Association of America, how her organization has adapted to virtual engagements with members of Congress and Administration officials. Mary Jo and Mark will both share strategies that they’ve adopted to be more effective in the virtual space.

Thank you to our Partner Venable for sponsoring this webinar.


Transparency in Peer Review

Originally presented on January 26, 2021

Moderator: Maisha Fleming Miles, American Society for Microbiology


  • David Evans, Institute of Physics Publishing
  • ​Randy Townsend, American Geophysical Union
  • Jasmine Wallace, American Society for Microbiology

Transparent peer review shows the complete peer review process from initial review to final decision. With more transparency, reviewers are encouraged to provide critical but fair and constructive comments. Join us on January 26 for short presentations on masking author identity (single vs. double), increasing the diversity of the reviewer pool, author name changes, openness in the review process, and more. This interactive webinar will include a panel discussion where attendees can submit questions and have them answered live.

Directly following the webinar will be an interactive Zoom discussion hosted by the Publications SIG. We hope that many of you will be able to participate and to share information on your organizations’ recent and planned initiatives that are relevant to these topics.


Best Practices for Creating a Member Engagement Scoring Model

Presenter: Bill Conforti, SVP of Strategy & Solutions and Solutions at Association Analytics

Originally presented on November 10, 2020.

Many associations today have made it a strategic initiative to grow member engagement. The logical next step is to develop a score that measures engagement activities, so your organization can group members into different segments and take the appropriate action.

This educational session will cover practical ideas your organization can implement today and will cover specific examples from your association peers. Join us for this webinar session where we will cover best practices for creating an engagement scoring model.

Topics include:

  • Defining data sources and the technology needed to capture data
  • Tips for building an effective scoring model
  • Ways to measure your results and take action

Executive Order 13950 and How It Could Impact STEM Societies

Presenter: Dismas (Diz) Locaria, Partner, Venable LLP, and Krista NunezAssociateVenable LLP

Originally presented on October 29, 2020.

On September 22, 2020, President Trump issued Executive Order (EO) 13950, Combating Race and Sex Stereotyping, with the apparent goal of banning certain racial and social justice training by any company or organization that receives a federal contract or grant funding. This far-reaching prohibition has caused a stir in various government contracting and grant circles, and while this EO does not go into effect until November 21, 2020, the Administration is already taking action that could cause a significant impact to such companies and organizations now and further down the road.

Dismas (Diz) Locaria and Krista A. Nunez, from the Washington DC-based law firm, Venable LLP, who has been closely tracking and advising clients on this EO, will hold a webinar to discuss the EO, its far-reaching implications, what to expect on the horizon, and how best to prepare your company or organization now and into the future.

Road-mapping the next normal for conference success: Leveraging knowledge hubs to enrich your conference agenda, grow your audience and improve delegate engagement

Virginie De Visscher, Senior Director of Business Development – Economic Sectors for Destination Canada Business Events (DCBE)

Originally presented on Tuesday, October 20, 2020.

In this webinar, Destination Canada’s Business Events team will walk you through the benefits of hosting your event in key knowledge hubs, and how to leverage sector expertise to augment your conference agenda, engage with your delegates and grow your audience and membership base. Using case studies from global conferences hosted in Canada’s innovation centres, we’ll provide you with the tools to identify knowledge hubs by sector, and the roadmap for how to best connect with local industry and thought leaders to create meaningful content presentations, technical tours and field trips, and enhanced networking opportunities during your event, ultimately increasing your event ROI.


Office Settings: Important Reopening Considerations During the COVID-19 Pandemic 

Dr. Corey Boles, Senior Health Scientist, Cardno ChemRisk

Originally presented on September 16, 2020

It is important for building owners and managers to follow proper workplace health and safety protocols when reopening facilities after a prolonged decrease in operations or complete shut-down. This importance is further exacerbated by the fact that reopening may occur during the COVID-19 pandemic in which community spread may be occurring. This webinar will present important risk mitigation aspects for both employers and their employees to incorporate during reopening and resumption of “normal” operations of office buildings. Further, key epidemiological factors and how to monitor those factors within the context of the workplace will also be discussed.


The Workplace Needs Work

Susan Sullivan, PhD, Director of Diversity and Inclusion, CIRES, University of Colorado Boulder

Originally presented on Wednesday, August 12, 2020.

With every upsetting instance of scandalous or simply uncivil behavior in our workplaces, every conversation with a struggling student or colleague, and every external review that finds we aren't doing enough for diversity and inclusion in our business as usual, it's easy to wonder—how to begin?

How can we understand and quantify the problems and successes in our workplaces, and then use the results to move forward? The issues don't go away in a virtual workplace. These days, some of the problems have become even more exacerbated in a remote or hybrid environment. Developing an inclusive workplace climate requires a clear understanding of the current situation. Taking action requires buy-in and a data-driven improvement strategy.

This presentation will discuss elements of a successful workplace culture assessment and some strategies to address the results, now and into the future.


How You Can Improve Collaboration with Your Virtual Team


  • Sharon Kneebone, CAE – Executive Director, National Society for Histotechnology
  • Eileen DeGuire – Director of Technical Content and Communications, The American Ceramic Society, Inc.
  • Julie Steffen – Director of Publishing, American Astronomical Society

Originally presented on June 23, 2020. 

Are you and your staff feeling like you are just treading water when it comes to working remotely? Hear veterans of working remotely on how to efficiently work and collaborate together even when you’re all working from your homes. Our panel of speakers will discuss:

  • how to create social connection
  • managing employees remotely
  • virtually onboarding new employees
  • collaborating with teams in the office and offsite

Lessons Learned from the APS Virtual Meeting

  • Mark Doyle, Chief Information Officer, American Physical Society
  • Hunter Clemens, Director of Meetings, American Physical Society
  • Sharon Lensky, Technical Support Manager, American Physical Society

Originally presented on June 16, 2020

As the American Physical Society put it, “the April Meeting must go on…line.” The Chief Information Officer and Director of Meetings at APS will walk through what they learned from transitioning their in-person April Meeting to a virtual meeting. They’ll discuss:

  • the constraints of physical versus virtual meetings
  • how attendees interact virtually
  • how best to work with staff, vendors, attendees and exhibitors
  • how the future will include hybrid meetings

Legal Governance Challenges for Associations During a Pandemic

Jeff Tenenbaum, Managing Partner at Tenenbaum Law Group PLLC
Originally presented on May 28, 2020

Membership and board governance issues are so critical to the healthy functioning of every association. But from canceled membership meetings to virtual board meetings, and from online elections to an inability to meet governance requirements imposed by law, bylaws or policy, associations are struggling to find answers to a host of pressing governance questions in the face of this pandemic.

Learn how you can guide your association with workable solutions to these significant challenges and ensure your governing documents remain compliant with the law. This important webinar will help you navigate the very complex, nuanced area of the law regarding association governance. Reserve your spot to receive real-time, practical advice and guidance, best practices, and suggestions for avoiding pitfalls.


The Not So Roaring '20s? What the Decade May Have in Store for Nonprofit Reserve Funds

Rob Olcott, CAE, FASAE, CIMA is a Regional Director at DiMeo Schneider & Associates
Originally presented on May 19, 2020

We’ve had a bull market, a bear market, a global pandemic and a budding recession—and we’re not even halfway through the first year of the decade. As staff and leadership of nonprofit organizations wrestle with business models, revenue streams and expenses, reserve funds have come into the spotlight.

Based on leading economic research, this session will move past theory and delve into the practical implications of the financial markets and your organization’s reserve funds. Learn what you can do now and what you should be thinking about once the world reaches the “next” normal.

Reducing Uncertainty with Scenario Planning 

McLean Gift, Director of Analytics, McKinley Advisors
Karli Susi, MBA, Senior VP of Strategy and Operations, McKinley Advisors
Originally presented on Wednesday, May 6, 2020

Financial sustainability is the key to navigating these uncertain and rapidly changing times. McKinley Advisors senior vice president of strategy of operations, Karli Susi, and director of analytics, McLean Gift, map out how to use financial analysis and scenario planning to understand your current state and plan for the future.

Learning Objectives: 
  • Understand the step-by-step process by which you can create scenarios for your organization.
  • Use the short-term to prepare for choices and actions you may need to make in the mid- to long-term.
  • Bring objectivity to you and your team’s hard decision.

Good Governance in a Virtual Reality

Mark Engle, DM FASAE CAE, Association Management Center
Originally presented on April 28, 2020.

Effective governance during a pandemic is a new adventure week-to-week and day-to-day. CESSE wants to help you break through the challenges. Listen to the recorded webinar “Good Governance in a Virtual Reality” presented by leading governance expert Mark Engle, DM FASAE CAE of Association Management Center in Chicago, headquarters to 32 associations.

Mark talks through the following learning objectives:
  • Decision making in a virtual environment
  • If, when and how to delegate decision-making authority
  • Ensuring the Duty of Care is fulfilled
  • Restructuring your Board agenda for optimal effectiveness
  • Considerations for Board meeting communication and facilitation 

The Secret to Powerful Surveys

Jennifer Dilley, Vice President of Research at SIVO Insights
Originally presented on February 25, 2020. 

We all have been a part of a survey experience – whether we were answering or asking the questions. Sometimes the survey results are just what we need! And other times, we scratch our heads asking, “what am I to do with this?”
Successful surveys are intentionally constructed to deliver actionable answers. We will cover the importance of purpose, what to expect from a survey partner, and share best practices of survey writing. Learn the ‘secrets’ so your next survey gives you and your organization the desired information to make stronger decisions. 

Reinventing the Membership Experience to Increase Member Value

Elizabeth Engel, M.A., CAE, Spark Consulting, LLC.
Peggy Hoffman, FASAE, CAE, Mariner Management & Marketing
Originally presented January 21, 2020.

Associations have always been “about” engagement, and in the past several years, we’ve had a renewed focus on engaging our members and other audiences. The thing is, most of us aren’t really doing it well. Could that be because we’ve been thinking about engagement all wrong, focusing on what we want members to do and how we define value?

This webinar offers a new way of thinking about engagement, one that encourages you to view the world from your members’ perspective and flip your focus to helping them achieve their most important goals and solve their most pressing problems.

We'll look at this from 2 viewpoints:
  • Member-Centric Engagement -- This member-centric approach will allow your association to move from being a "nice to have" to becoming a vital partner in your members' success, leading to increased recruitment and improved retention in the process.
  • From Member to Citizen: the volunteer -- This new take on volunteering is about extending member engagement into activities and options that connect members to the work of the association is moving the mission and meeting member needs.

Advancing Diversity, Equity, and Inclusion Through Action

Rochelle L. Williams, Ph.D., Senior Director of Programs, National Society of Black Engineers
Originally presented on November 12, 2019.

Many diversity, equity, and inclusion (DE&I) plans to apply a one-dimensional approach to a multidimensional problem. These plans are typically designed to “fix the people” instead of “fixing the system” in which the problem exists. When doing this, associations may see an immediate improvement in their diversity efforts (i.e. hiring or recruitment), but not a culture that promotes the voices of diverse hires, board members, or membership.

Although they are determined, efforts do not come to fruition because plans either did not go beyond professional development for employees and members (i.e. implicit bias training, sexual harassment workshops) or they are abandoned change because it was “too difficult” or “time-consuming.” This webinar focuses on helping organizations apply an intersectional, intentional, and inclusive lens to an organizational change process that moves an association from planning to action to sustainability. 


Navigating Through the Fog of Plan S

Simon Inger, Consultant, Renew Consultants
Originally presented on September 17, 2019.

Open Access has been slowly advancing for years, but Plan S has provided an ultimatum as far as predominantly European funders and institutions are concerned, and an enormous boost in awareness to the rest of the world. In some disciplines, open access seems not only inevitable but imminent. 

Simon Inger, Consultant for Renew Consultants tackles and provides information on what's happening with Plan S and how it will impact you and your association. Access a transcribed version of the webinar.


Ethical Leadership for Engineering and Scientific Society Executives 

Arthur Schwartz, CAE, Deputy Executive Director & General Counsel, National Society of Professional Engineers; Executive Director, National Academy of Forensic Engineers
Originally presented on June 18, 2019. 

This 1-hour webinar highlights the importance of ethical leadership for engineering and scientific society executives. Arthur Schwartz explores how cultivating the values of honesty, integrity, confidentiality, fairness, responsibility and related principles play a critical role in being an effective and successful engineering and scientific society executive, using as the American Society of Association Executives (ASAE) Core Ethical Standards, Certified Association Examination (CAE) exam ethics content, select engineering/scientific society codes of ethics and case studies a backdrop.


What You Need to Know About Working with a CVB

Virginie De Visscher, Director of Business Development, Economic Sectors, Business Events Canada
Marie-Elaine Lemieux, Sales Manager - International & American Congresses, Quebec City Business Destination
Originally presented May 14, 2019.

Convention and Visitors Bureaus (CVBs) or Destination Marketing Organizations (DMOs) are an unbiased resource that can help conference organizers gather multiple proposals from several properties via one point of contact, and provide a report of those options.  And NTOs like Business Events Canada can help CESSE members secure proposals from multiple locations at one time. These are just a few of the benefits that working with a CVB/DMO can provide. During this webinar, Virginie De Visscher of Business Events Canada and Marie-Elaine Lemieux of Quebec City Business Destination will discuss how to best utilize your CVB or DMO.


Educational Content 2020: How Associations Deliver it Today and What's Over the Horizon

Bob Hamm, Senior Sales Representative, Omnipress
Tracy Grzybowski, Director of Marketing, Omnipress
Alla Orlova, Managing Director, Education & Technical Initiatives, AIHA
Originally presented April 4, 2019.

Your association's educational content provides significant value to current members and is a key driver of membership and conference growth. But a majority of associations currently deliver this content through multiple, often siloed programs: at the conference, as part of training and certification programs, and through member communication tools, just to name a few. Meanwhile, as highlighted in Omnipress' fifth annual State of the Conference Industry Report, associations are reporting stagnant year-over-year trends in both conference attendance and membership.
To really maximize the power and reach of this content, many associations are changing how they deliver educational content so that it is part of a more holistic, integrated program that transcends the entire organization while taking into account shifts in technology options and member preferences.
During this webinar, we walk through several key data points from the Omnipress 2019 State of the Conference Industry Report and the implications for associations. We also hear from a member of our CESSE community on how their organization is changing how they use and distribute educational content across the association to increase conference and membership growth. We close with a facilitated discussion on participant challenges and potential solutions.

We're About Trust

The keyword that comes up again and again at CESSE is trust. Our community members meet through our hallmark events and continue the conversations well beyond. Whether you are looking for a sounding board to help you work through a challenge, tips and advice on industry practices, or referrals to other people who have a solution you can use, CESSE is here to be, or become, your professional network of choice.

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