Been There, Done That: Lessons Learned

When the Roundtable PACE committee came together back in August we began discussing what options we could bring to the membership to enhance the learning experience at the roundtable luncheon coming up on November 21st at the Minto Suites Hotel. This is our third luncheon event and we hoped to switch things up a little bit from having a presenter introduce a topic and let the discussion flow from there.

As we began talking to one another, stories of our experiences started to emerge; we were bonding, sharing our “been there, done that” points of view and learning from one another. There came the idea that we would utilize case studies as the format to get the table discussions going.

We asked our moderators to prepare a real life case study and to:

1. Describe the business situation and challenge
2. Identify the options that were considered
3. Justify the decision they took
4. And share the lessons learned 

Here is what they came back with:

Table #1
Strategic Planning: How the Institute On Governance translated a loosely-formed organizational vision into a successful, solidly established “think tank”.
Moderator:  Tim Plumptre, Tim Plumptre & Associates

Table #2
Membership Growth, Retention and Engagement: How the CBA identified a new target market, their needs and evolved in order to stay relevant.
Moderators: Sean Kelly, Canadian Bar Association and Cindy Bisson, ACART Communications

Table #3
Technology: Event Apps - Why do I need an app? What the planner needs to know.
Moderators: Patricia Pearson, Brent Moore & Associates and Allan Isfan, Fave Quest

Table #4
Strategic Marketing: How this Canadian based Association was able to build attendance and reach a new audience after the game was already in play.
Moderator: Meagan Rockett, Greenfield Services

Table #5
Risk Management and Contingency Plans for Conferences: How the CLA/ALA Joint Conference survived the SARS epidemic and how the CLA Conference worked around a Labour Union strike. 
Moderator: Judy Green, Canadian Library Association (CLA)

Table #6
Social Media: How the CDHA built 8,222 likes on Facebook and have 443 people talking about this.
Moderator: Angie D’Aoust, Canadian Dental Hygienists Association (CDHA)

Table #7
Human Resources: The Next Generation of Association Members at ‘Your Credit Union’ – A Millennial Audit
Moderator: David Coletto, Abacus

Table #8
Strategic Planning: Hosting International Meetings and Conferences – How CALA hosted 65 countries at their International Joint Annual Meeting.
Moderator: Charlie Brimley, Canadian Association for Laboratory Accreditation Inc. (CALA)

Table #9
Volunteer Management: How the ACA preserved organizational knowledge from their retiring long-standing leaders and members. 
Moderator: Duncan Grant, The Association of Canadian Archivists (ACA)

Table #10
Fundraising: When faced with a financial reduction, how did the Canadian Aids Society identify a new fundraiser that would successfully raise funds, awareness and be unique.
Moderator: Monique Doolittle-Romas, Canadian AIDS Society

Table #11
Cloud Computing: How an industry association transitioned and engaged its membership abroad into working from the Cloud.
Moderator: Jill Austin, Microworks

Table #12
Financial Management: Uncertainty, cash flow issues and no financial credit - How a national association with $2M in revenue was able to turn themselves around and focus on strategic objectives with meaningful financial reports.  
Moderator: Richard MacNeill, OTUS Group

Table #13
Governance – Corporation Act: The new Canada Not-For-Profit Corporations Act means that all federally incorporated not-for-profit corporations must transition to the new Act before October 17, 2014 or be dissolved. Are you ready?
Moderator: Georges Lozano, AMCES

For more information on these topics and to register, please click here.