Surge Co-Creation 2019

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Sessions and Speakers

Thanks to our speakers, whose ideas were the very backbone of this event.


Amanda Kaiser

Chief Path Finder Kaiser Insights LLC

Garth Jordan

SVP Healthcare Financial Management Association

Marjorie Anderson

Manager, Digital Communities Project Management Institute

Randi Sumner, CAE

Sr. Director, Strategy & Entrepreneurship IEEE

Members value associations because associations help solve their challenges. The lifeblood of your value equation is the type and quality of the solutions and experiences you offer to members and their member organizations. In this conversation we cover how to accurately and clearly define your members’ challenges, methods for helping members solve them and transformative techniques to help cement member engagement. This session is for association leaders who have been thinking hard about association value, relevancy and innovation.


Aldo Maragoni

Communications Manager CalCPA

Allen Lloyd, CAE

Executive Director Montana Society of CPAs

Jamie Notter

Co-founder and Culture Expert Human Workplaces

Meena Dayak

VP, Integrated Media & Communications American Public Power Association

Yes, YOU can be a positive culture influencer. Culture is really not that hard to define. It’s the human actions — and all the other “stuff” — that reinforces what’s truly valued in an organization. Can you help build a culture that drives success? Can you step out, ask the tough questions and be the dissenter and collaborator all at once? Wherever you are in an organization, you can introduce the culture you want to see. Just be prepared to test, experiment, show quick results, define processes, rally your allies, shore up your systems and build feedback mechanisms. And be just a little defiant, within the boundaries of your influence. We discuss how you can care for your culture and have your culture care for you.


Amy Thomasson

Director, Marketing Congress of Neurological Surgeons

Jennifer Wickline, M.A.

Member Services Coordinator MSP

Maddie Grant, CAE

Culture Designer | Digital Strategist Human Workplaces

Tracy Vanneman, CAE

Corporate Partnership, Sponsorship, & Exhibits Consulting

Are you in a mid-career phase of your life? Too “seasoned” for the young professionals resources but not quite senior enough for the CEO track? How do you continue to grow and evolve professionally? What if there are not just one, but many things you want to learn? How do you find the right mentor? How do you keep from getting stuck in a box, or worse, a rut? Our organizations are not designed for the messiness of individuals wanting to carve their own pathways. What can we do to change that, from an individual perspective?


Arianna Rehak

Community Evangelist

Kelly Turner, CAE

President & CEO Michigan Society of Association Executives

Laura Taylor

Vice President of Digital Operations and Development Naylor Association Solutions

Tamela Blalock, MBA, CAE, CMP, DES

Executive Director Section on Women’s Health

You know the value of non-dues revenue to support your member initiatives, strategic goals and capabilities. You’re probably doing okay with some existing added revenue streams, too – but is it enough? Our panel of financial and revenue experts review ways for associations of all sizes, missions and levels of financial savvy to tap into new sources of non-dues revenue. We cover how to evaluate potential non-dues revenue ventures before you commit staff and organizational investment in them. And we discuss how to ensure the success of a new revenue generating venture through marketing, member buy-in and unbiased, data-based evaluation.


Dave Will

Co-Founder and CEO PropFuel

Heidi Weber, MBA, CAE

Executive Director Alpha Omega Dental Fraternity

Melinda Starkweather, CMP

Principal, Starkweather Association Services Starkweather Association Services

Tori Liu, CAE, MBA

Director of Information Systems American Speech-Language-Hearing Association

“The Matrix.” “2001: A Space Odyssey.” “Weird Science.” What do these brilliant works of art have in common? They are all about the intersection of people and technology. Here, we talk about this relationship. We demonstrate that technology is a means to an end, and not the solution itself. We discuss how to create value that starts with people first. We challenge each other to harness technology by fostering a culture of innovation and analysis, where leadership and staff are equipped and empowered to question, continuously improve and experiment. And finally, we explore how the tech can help us serve our members, support our organizations and create better experiences for both members and staff.


Florence Bindelle

Secretary General at EuropeanIssuers. President at ESAE

Jeffers Miruka

President and Founder African Society of Association Executives (AfSAE)

Lowell Aplebaum, CAE

CEO & Strategy Catalyst Vista Cova

Octavio “Bobby” Peralta

CEO & Founder Philippine Council of Associations and Association Executives (PCAAE)

Globalization should not come from a place of expansion, but rather from collaboration. There are organizations all around the world that are tackling similar challenges and have identified similar opportunities. Wherever there are opportunities for collaboration, how can our unique insights bring clarity to complex global challenges? In this session, you hear from leaders who are spearheading the association movements in their respective countries. They offer their perspective on global partnerships, and how we might consider “associating.”


Elizabeth Engel, MA, CAE

CEO & Chief Strategist Spark Consulting

Feng Hou

Chief Information Officer Central New Mexico Community College

Shelly Alcorn, CAE

Principal Alcorn Associates Management Consulting

Tim Haynes

Founder Signal & Story

The buzz is unmistakable. The next technological wave is beginning to crest and blockchain is leading the way. Advocates claim it will revolutionize trust on the internet and, counterintuitively, lead to more privacy for individuals. Detractors have concerns about misuse, security and what the overall socioeconomic impact may be of blockchain being deployed at scale. We talk about what blockchain is and how the technology works, discuss how it’s going to affect the association industry, and provide a roadmap for associations to use as they begin to help their members prepare for the impacts of this disruptive technology on their industries and professions.


Dan Gaertner

Executive Vice President, Membership Solutions Community Brands

Erin Shy

Executive Vice President, Nonprofit & Event Solutions Community Brands

Peggy Smith

Director of Marketing Community Brands/Your Membership

Sigmund VanDamme

Membership Software Evangelist Community Brands

Tristan Jordan

Executive Vice President, Careers & Education Solutions Community Brands

Member satisfaction increases by 23% when members view your association as an early technology adopter. And personalization is essential to delivering better experiences, however, only 33% of members believe they receive personalized content. There is a growing expectation from members that organizations use their information to provide more personalized interactions. As technologies improve, there are more opportunities to deliver personalized, relevant experiences. In this session, we discuss real-world association examples of using technology and predictive analytics to take members’ experiences to new levels.


Amy Hager, CAE, IOM

Director AGC of America

Chris Beaman

Director of Advancement & Communications Kappa Delta Pi

Marice Fernando

Manager, Knowledge Management & Member Engagement Exponent Philanthropy

Megan Denhardt, CAE

President The Denhardt Group

From Amazon to Netflix, Dollar Shave Club to Blue Apron, subscription models make it exceptionally easy for consumers to access nearly anything they may need or want – and have it delivered right to their front door (or digital device). These companies offer a positive and valuable experience that is incredibly convenient, highly personalized – and profitable. They are data-driven, listen to their members and provide recommendations based on behavior patterns. We explore subscription models and the implications for the association membership space.


Aaron Wolowiec, MSA, CAE, CMP, CLEA, CTA, CTF/QT

CEO Event Garde

Colleen Loeffler, CAE, MNA

Director CompTIA AIT

Keith Segundo

President/CEO Limitless Association Solution Resource

Veronica Diaz, PhD, CAE


Do you know what education your association needs to offer to help emerging, mid-career and senior professionals both get and keep jobs in your industry? What evidence do you have to signal that your current learning programs are meeting this need? How can you better leverage your learning programs to support member career development? This session explores the importance of gathering 360-degree feedback about your association’s education portfolio, elements of a successful gap analysis, how to proactively fill those gaps to advance both the workforce and the profession, how to evolve and adapt to the learner needs, and how to mindfully connect learning offerings to best support each learner’s journey. Four speakers – a professional development consultant, a credentialing guru, a community-building specialist and a professional learning leader – provide their varied perspectives, first-hand experiences and sage advice.


Kevin Ordonez

Co-Founder .orgCommunity

Rob Miller, MPA, CAE

Senior Vice President Gravitate Solutions

Sharon Rice

Managing Director Business Strategy .orgSource

Stuart Meyer

Co-Founder and Partner .orgFreelancer

Ping Pong tables and free food are nice, but don’t count on those perks to attract the highly skilled teams associations need for future success. Technology puts the workplace on overdrive, reshaping what it means to be an employer and to be employed. Rob Miller, Stuart Meyer, Kevin Ordonez and Sharon Rice have over 20 years of experience advising associations on how to maximize technology for improved strategy and operation. They discuss what you and your association need to know about the freelance economy, opportunities for associations to develop specific value propositions for freelance professionals in their fields,  and why associations need to become more comfortable about hiring freelance workers to meet their staffing needs.


Anita Joshi

IT Director National Investor Relations Institute

Katherine Matthews, CAE

Business Intelligence Analyst National Council of Architectural Registration Boards

Reggie Henry, CAE

Chief Information and Engagement Officer American Society of Association Executives (ASAE)

Ron Moen, CAE

VP & CIO American College of Chest Physicians

The amount of technology change we see in our everyday lives is astounding. How do these changes affect your organization’s technology strategy? Which technologies should be on your radar? What should you be experimenting with? How do you help you members navigate the technology landscape? Join a few current and past members of ASAE’s Technology Council as they explore these questions and talk about their technology strategies for now and into the future.

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