Sessions

Friday, October 12 

8:30-9:30 a.m. 

Formula for Transforming Your Chapter = Strategic Planning + ALC Learning + Continuous Improvement Practices 

Facilitators: Ai Tanaka, Makana Risser Chai

Chapter: Hawaii 

Location: Studio B

If you came to ALC 2018 hoping to get totally inspired and take home ATD best practices to transform your chapter, you came to the right session! Why not get a head start by learning hands-on how to clarify the current reality of your chapter, reevaluate member expectations, and identify your strategic focus and initiatives for the next two years? Come hear ATD Hawaii's game-changing journey after participating in ALC 2017. Combining a practical strategic planning framework, the invaluable learning from ALC, and the relentless spirit of continuous improvement, this chapter experienced an increased board engagement, better member experience, improved program attendance, increased membership growth, and national recognition.

By participating in this session, you will be able to:
Apply the practical framework provided to conduct a strategic planning session for your chapter. 
Adopt a "continuous improvement" mindset to execute your initiatives efficiently and effectively to help transform your chapter.
Use a model to classify customer expectations to identify ways to be more member-centric and delight your members.

ATDU Rocks! Start a Nonprofit University in Your Community

Facilitators: Erin Gangestad, Sarah Onnen

Chapter: Central Iowa 

Location: Salons 5/6

Are you ready to go back to school? Come kick it in class with the Central Iowa Chapter as we introduce you to ATDU, a university approach to educating nonprofits in your community. This program, which won the 2018 Award for Excellence in Strategic Partnership for mid-sized chapters, will be the central focus of our session as we provide you a brief background, walk you through planning, demonstrate our implementation, explain sustainability, and help you create an integration plan for your chapter's own ATDU. Class is in session and you won't want to miss it!

By attending this session, you will: 
Learn the history of ATDU by understanding the background of the program.
Walk through the planning portion of ATDU by reviewing resources used to carry out the initiative.
See the implementation of ATDU by viewing videos from actual chapter sessions.
Explain sustainability of ATDU by providing an actionable plan for success.
Create an integration plan for ATDU for other chapters.

Leveraging Partnerships and Sponsorships for Your Chapter

Facilitator: Natasha Roberts, CPLP

Chapter: Metro DC

Location: Studio D

During this session, you will explore a partnership model developed by the Metro DC Chapter to leverage partnerships in driving your member and chapter goals. The model explores various phases from determining your chapter goals to evaluating the partnership itself. You will have an opportunity to practice developing your partnership strategic framework and to begin to identify key elements for your partnership agreement templates. These tools will position you to maximize conversations with potential partners, sponsors, and advertisers.

By the end of this session, you will be able to:
Identify the necessary elements to effectively leverage partnerships for your chapter.
Apply the partnership model to establish strategy and partnership outreach goals. 
Develop partnership agreement templates and an overall partnership strategic framework for your chapter.

10 Awesome Tips for Growing Your Membership

Facilitators: Peter Ward, Jamie Millard

Chapter: Bay Colonies 

Location: Studio F

Do you find it challenging to grow and maintain your chapter membership? Do you struggle to increase joint membership? Do you and your fellow board members articulate a compelling value proposition for your chapter? Do you know how to turn prospects, meeting participants, and past members into current members? Learn 10 awesome tips for growing your membership from two Bay Colonies Chapter board members. The Bay Colonies Chapter was recently honored with two ATD awards for chapter membership growth and joint membership (currently at 67 percent). Learn the tips for making joint membership the norm. Approach growing your chapter the way experienced business developers grow their business. Hold on to your seats while Peter and Jamie engage you in lively interactive discussions to identify your challenges and share your successes with growing your membership.

By attending this session, you will be able to: 
Move up the "stairsteps of engagement" to identify and enroll prospective members.
Deliver a compelling value proposition for your chapter.
Unleash your board members to tap into their networks to identify prospective members.
Engage senior L&D leaders from large organizations to increase your joint membership while growing your chapter membership.
Convert prospects, meeting participants, and past members into current members.

#INTENTIONAL: Digital Elections

Facilitators: Kelley MillerRosa Espinal 

Chapter: Central Florida 

Location: Studio E

As members of a volunteer board where time is a precious commodity, streamlining processes and allowing for virtual collaboration is key to meeting chapter goals and objectives. In this session you will work with other chapter leaders and experience firsthand the process of planning for and holding chapter elections in a 100 percent digital format. You will work in teams to make decisions as the leadership team of a chapter creating a chapter elections implementation plan and strategy. Each team member will be assigned a different role or task, and you will work together to decide what actions to take to complete the tasks. You will leave with a reference guide outlining the information presented.

By the end of the session you will be able to: 
Determine specific tasks and timelines for successful digital chapter elections in your home chapter.
Design a project plan for digital chapter elections using guidelines learned in the session.
Develop an overall digital chapter elections framework for your chapter.

9:45-10:45 a.m.

A Rebuilding Year: Refilling Your Leadership Pipeline Through Meaningful Connection

Facilitator: Sandra Neal

Chapter: Chattanooga Area

Location: Studio F

Whether you are leading the board of a small chapter or a committee within a larger chapter, your high hopes for the year may have been dashed by volunteers going AWOL or not engaging in the great leadership opportunities your chapter provides. If you're noticing that you or the people you lead are a little too focused on the urgent items to spend time on the important ones, it might be time for a rebuilding year to refill your leadership pipeline. During this session, we'll look at why mass emails (and other shotgun tactics) don't work for recruiting volunteers, which strategies can create a more personal connection that lasts, and why those strategies are worth the time investment. We'll also touch on Cialdini's principles of persuasion and how they can help you and your chapter leaders. You'll have an opportunity to practice some of these strategies during the session, then apply them as soon as you get back to your chapter.

By the end of this session, you will: 
Understand key reasons why members abandon leadership positions, or don't volunteer for them. 
Experiment with tools to recognize the motivations of your members. 
Identify ways to cultivate discretionary effort from your members. 
Practice strategies that create meaningful connection with others. 
Contact at least one chapter member to schedule a coffee or lunch date to employ these strategies.

You Can't Manage What You Don't Measure: Crafting Your Scorecard

Facilitator: Sue Beyer

Chapter: Greater Las Vegas

Location: Studio B

This session will provide you with the knowledge to identify and define your top five key business indicators for your chapter. You will develop a one-page, graphical scorecard to monitor, measure, and analyze monthly to determine the state of your chapter. Lastly, you will be able to make recommendations and develop actionable goals for 2019 to present to your chapter’s board of directors.

By attending this session, you will be able to: 
Identify your top five KBIs (key business indicators) for your chapter.
Define the components that make up each of your top five KBIs.
Develop a scorecard to monitor and measure your top five KBIs monthly. 
Analyze your scorecard to determine the state of your chapter and the basis of your leadership decisions to attain your strategic plan and financial budget goals.
Recommend next steps and actionable goals to ensure a successful chapter and achievement of your operational plan.

How to Create Engaging Programming Based on Feedback and Rubrics

Facilitator: June Kowalewski, Karen Wegner 

Chapter: Nebraska 

Location: Studio D

Programming. It’s a lot to put together if you don't know where to start. Does your chapter survey members to receive feedback on programs and analyze feedback? How does your chapter select speakers to ensure members are getting the most bang for their buck? In this session, we will help you look at member surveys for feedback. We will also help you create a rubric for analyzing speaker topics to see if they align with your chapter needs. Finally, we will show you how to leverage networking tools to help find the right speaker fit for your chapter needs.

During this session, you will: 
Analyze member surveys for content and topic feedback.
Utilize a rubric for speakers and topics to see if they align with appropriate adult learning practices.
Leverage networking tools to find speakers near and far.
Illustrate how all these tools work together.

Engaging Millennials With an Outreach Program

Facilitators: Scott Bostjancic, Alixandra Moyer

Chapter: Central Pennsylvania

Location: Salons 5/6

This session will help you identify local organizations and colleges or universities in your chapter region for the purpose of reaching out to Millennials, and new and experienced industry professionals, to raise chapter awareness and increase membership. You will learn the different components of Central Pennsylvania Chapter’s outreach efforts and develop an outline that your chapter can utilize to communicate the value of local and national ATD membership to the professionals in the identified organizations. We’ll explore methods to survey attendees after events to determine if the chapter's programs are meeting the needs and expectations of members. After analyzing survey results, chapter leaders will be able to customize programming to ensure content aligns with the ATD Competency Model and deliver professional development skills and opportunities to all members.

By attending this session, you will be able to: 
Create an outline of an outreach program focused on Millennials and new industry professionals for your chapter through local organizations, colleges and universities, and other potential partners. 
Increase active member engagement and diversity by using post-event surveys and create customized programming to meet member needs. 
Utilize survey feedback to align programs with the ATD Competency Model.

Communication and Marketing With a Twist

Facilitators: Rusty Shields, Robb Bingham 

Chapters: Central Indiana, Greater Atlanta 

Location: Studio E

Do you ever get tired of reading emails? Do you ever think your chapter members feel the same way? Do you like music? Do you like videos? Do you like theater? Do you enjoy being creative? If you answered yes to any of these questions, then this is the session for you! In this session, chapter leaders will explore trends and successful practices for marketing and communicating events at the local chapter level. You will also take part in hands-on creation of your own marketing ideas to share with other chapter leaders. Rest assured, it is not required that you be a creation expert, or even have any musical talent to be a part of the action. Each leader will walk away with a library of ideas and resources that will make your marketing and communication plans pop. Bring an open mind and lots of excitement, and be ready to shake it up! 

In this session you will: 
• Discover new trends in marketing communications, such as dynamic email content and text messaging, that can be used to amplify your chapter’s message.
• Explore different marketing and communication tools, including Lumen5 and Remind 101, to energize your marketing campaigns.
• Customize a marketing strategy for 2019 using calendar and scheduling software.

1-2:15 p.m.

Wild Apricot: Membership and Contact Management

Facilitator: Debbie Richards

Chapter: Houston 

Location: Studio B

Member data is the heart of your chapter. After all, your members, supporters, and volunteers are the foundation on which your chapter was built and the key to its continued success. This means that the care and maintenance of your membership database are critical. This session is for those new to Wild Apricot as well as those who are currently using Wild Apricot. You’ll gain insights on making the most of members and contact management—starting with a deep dive into the data. What information should you collect about your members and contacts? Why should you update your membership form? How and why should you maintain and update the information? What about follow-up? How can you personalize membership emails? How can you use the information for ongoing engagement and retention? Explore the answers to these questions and more.

During this session we’ll discuss how to: 
Shift from selling memberships to inviting members to become part of the ATD chapter community. 
Update membership and contact information with relevant data, such as leadership and volunteer information. 
Amp up member renewal: Start the renewal process, determine the number of renewals, choose effective communication methods, and acknowledge renewals. 
Leverage key engagement touchpoints, including engaging members through your website, enabling two-way communication and content promotion, and engaging members through social media.

Keys to Building a Culture of Recruiting in Your Chapter

Facilitators: Chris Coladonato, CPLP, David Hofstetter - National Advisors for Chapters  (NAC)

Location: Studio E

Do you find that your chapter struggles in attracting volunteers, board member candidates, or even members? Have you looked at your recruiting practices to see if they may be the issue? Recruiting chapter members, volunteers, and especially prospective board members must be an ongoing process. It should be part of each board member’s responsibilities. Yet, it can be tough to keep recruiting top-of-mind while juggling other responsibilities and transitioning board members. Join this session to learn how to build a culture of recruiting and make it a habit that all board members adopt. In this session, you will gain insights from fellow chapter leaders who are successful at recruiting, and learn best practices on overcoming recruiting challenges. You will work in teams to build an elevator pitch and draft a recruiting strategy, both of which you will be able to take back to your chapter. You will leave this session with the tools and techniques to make recruiting a habit in your chapter.

By attending this session, you will: 
Learn key insights and recruiting best practices from fellow chapter leaders. 
Build a value proposition and elevator pitch for your chapter. 
Draft a year-round recruiting plan and strategy for your chapter focused on recruiting members, volunteers, and/or chapter leaders. 
Share ideas on overcoming recruiting challenges.
Learn how to make recruiting a habit that each board member can easily adopt.

Ghosts of Presidents Past

Facilitator: Bernadette Costello and panel 

Chapter: Metro DC 

Location: Studio D

Travel back in time with five past chapter leaders to learn the various ghosts they each faced during their presidencies. They will reflect on and share what caught them off-guard and how they recovered and continued to successfully lead their chapters. Use their experience to be better prepared and walk away with strategies to help you fearlessly take on the president role. In this session, you will learn how to anticipate your potential ghosts and plan strategies that you can use to head them off before they become larger than life. The facilitators will use a mix of storytelling, assessments, worksheets, and props to help you name and tame any ghosts lurking around your chapter.

During this session you will: 
Develop a clear understanding of the challenges that can derail a presidency and the work of a chapter. 
Assess and identify potential challenges likely to occur. 
Develop strategies to mitigate the impact on the chapter should anticipated challenges occur. 
Identify your presidential action plan and clarify individual goals of your chapter’s presidency.

P3 Basics: Planning for Program Partnering 

Facilitators: Esther Jackson, Kimberly Randall

Chapter: Detroit 

Location: Studio F

When your chapter decides to partner with organizations for program offerings, do you know where to begin and end with project management basics? Learn how to master the art of project planning for your major chapter events. You will gain an understanding of the four major phases included in most project management models. You’ll benefit from takeaway tools and strategies for taking proactive steps in essential target areas of project performance, scheduling, and budget planning. Leave this session equipped with practical approaches to face the challenges and overcome barriers to bring an approach to excellence to your next major event.

In this session you will:
Identify components of a project life cycle for a major event using a four-phase model.
Determine required project roles and the contents of the RACI chart. 
Discuss essential documents for event project management.
Practice steps for completion of four critical tools in project management (project charter, scope statement, Gantt chart, and project evaluation).
Avoid five of the most common pitfalls that can lead to project failure.

Skyrocket Your Member Experience Through Branding

Facilitators: Katie Kuhl, Bern Mendick

Chapter: Nebraska 

Location: Salons 5/6

A brand is more than the name or logo of a business, it’s also the emotional and mental association a person makes about your business—in this case, our individual local ATD chapters. At the core, our brand is our members’ perception of what ATD means to them. This perception doesn’t happen in isolation, but grows out of every experience that members have when they interact with our chapter, board, or other members. This session will help you gain clarity into your chapter’s current brand and help you identify ways to transform your approach from brand awareness into brand ownership through a series of group activities.

In this session, you will: 
Summarize what “brand” means when referring to your chapter.
Examine the difference between brand awareness and brand ownership.
Identify answers through guided group activities.
Receive a resource toolkit to recreate all activities with your chapter leadership teams.

3-4 p.m. 

Utilizing the Power of SoMe (Social Media)

Facilitators: Jennifer BuckleyJacqueleen Reyes Hull

Chapter: Florida Suncoast 

Location: Salons 5/6

In this flipped classroom model, you will use a sample social media and communication template (SoMe) to discuss and build a customized game plan for your chapter. This build-your-own plan will then be shared, reviewed, and critiqued with suggestions offered for best success. Finally, an action plan (built into the SoMe template) will give you the opportunity to put your plan into action when you return home.

In this session, you will:
• Brainstorm and share ideas on social media as a tool for marketing and communication.
• Create a detailed social media plan (including an action plan) for your chapter to implement and use to increase participation and engagement.
• Share and receive suggestions for improvement for your plans.

What's Lurking Out There?

Facilitator: Sue Fody

Chapter: Rocky Mountain 

Location: Studio F 

There are potential members in your community who could add value to the ATD local chapter experience and expand awareness of the ATD presence in your city. These potential members did not proactively seek out your local ATD chapter. How will you reach them and encourage them to join your professional circle? The Rocky Mountain Chapter will describe new initiatives where we've reached out to our local community. We'll share our learning and best practices. We'll run a work session to brainstorm ideas for other chapters to integrate community engagement initiatives, then apply the Six Thinking Hats (deBono) to evaluate these ideas by discussing different perspectives. You will leave with ideas you can implement in your own chapter.

In this session you will: 
Discuss an overview of new community engagement initiatives, best practices, and lessons learned so far from the Rocky Mountain Chapter. 
Brainstorm ideas for involving the outlying community with the local chapter. 
Use a tool for evaluating ideas.
Leave with ideas you can implement in your own chapter.

Using Goals, Initiatives, and Dashboards to Achieve Chapter Results

Facilitators: Michael D’Amico, Margaret Clarkson

Chapter: New York City

Location: Studio D

During this session you will learn about implementing the process our chapter, ATD NYC, used to set and achieve our 2017 goals, while keeping our members at the center of everything we wanted to accomplish. Our presentation will begin with a State of the Chapter at the end of 2016 as a framework. We will discuss the planning process we used at our January 2017 board retreat to develop our agenda for the year. Beginning with our overarching goals for membership and engagement, we will walk you through the goal-setting process we used to guide us through the year. Lastly, we will share the goal tracker and dashboard that we used to identify board meeting topics and at the start of each board meeting to communicate our results and guide our conversation during the meeting.

In this session you will: 
Develop SMART goals to guide your chapter’s board and improve member experience. 
Create ownership of goals, increasing board-level teamwork and leading to success.
Measure progress toward goals and identify, if needed, adjustments to achieve success.

OK, So Now What? Taking Today Home and Putting It to Work

Facilitator: Dawn Walker-Elders

Chapter: Maine 

Location: Studio E

We discover so much at this conference from workshops, keynotes, and networking, but the trick is turning that discovery into action! Even if we know how to—of course we "know" how to—we're all so busy that we often don't give ourselves time to take those steps. That's what we'll do in this session. We'll examine and organize our discoveries from the day and work together to apply them to real-world situations in our lives, building action plans we can employ. Best of all, we'll work together to challenge ideas and build contextual support to improve the quality of our plans and our power to put plans into action.

In this session, you will: 
Examine and organize what you’ve learned in earlier workshops at the conference with other participants in small groups. 
Apply your learning to real-world situations at home in your chapters or career to develop an action plan for implementing updates and change. 
Leave with a peer-reviewed and challenged action plan to turn new learning into real improvements in your chapter or career.

Arbinger Institute - Sponsor Session 
Turn Outward: The Crucial Move to a Thriving Chapter - Arbinger Institute Sponsor Session

Facilitator: Beth Hannan 

Location: Studio B

Organizations, teams, and collaborators are made up of individuals who work together every day to accomplish a common goal. However, leading a team that can successfully respond to perpetual challenges and participate in innovation relies on more than the outmoded behavioral solutions of the past. By diagnosing and changing the underlying mindset that drives behavior, a team can become more flexible, engaged, and high-performing. This is accomplished through a fundamental shift from an inward mindset, which focuses on the self, to an outward mindset, which instead focuses on results and impact on others. This session will offer the necessary tools to achieve this shift, enhance impact, and increase engagement and performance. 

In this session, you will:
• Learn the difference between an inward mindset and an outward mindset.
• Understand how self-deception makes us less effective and impacts our ability to work collaboratively with members, co-workers, volunteers, and partners.
• Discover tools aimed at increasing self-awareness and improving your mindset.

Saturday, October 13

8:30-9:30 a.m.

Task Overload? Streamline the Process

Facilitators: Kristi Stewart, Veronica Ploetz

Chapter: Nebraska 

Location: Studio D

Do you have multiple communication requests from multiple sources coming at various times in a variety of formats? Does your team feel overwhelmed with the number of tasks they are asked to complete? During this session, you will gain knowledge and discover tools you can use to maximize the way your team organizes requests and completes marketing and communication tasks. You will leave with resources to assist with streamlining your tasks and tools to create or update your processes.

In this session, you will: 
Explain the process we currently use to request, identify, and assign marketing and communication tasks. 
Illustrate the tools we use to organize, prepare, and streamline the tasks.
Utilize a task list, calendar, and request forms to divide work among the team and volunteers.
Create a process you can take back to your chapter and use right away.

A Sharing Our Success Voyage

Facilitators: Elizabeth Beckham, Lisa Goodpaster, Jennifer Buckley - Chapter Recognition Committee (CRC)

Location: Studio B

This session will walk you through what a Sharing Our Success (SOS) story is and how you can leverage these practices to build a culture of SOS within your own chapter. This includes how to use existing SOS stories to create or improve best practices in your chapter, how to identify and submit your own best practices, and information on Chapter of the Month.

In this session, you’ll learn: 
The role of the Chapter Recognition Committee.
What Sharing Our Success (SOS) is and information about the program. 
How you can build a culture of best practices within your chapter. 
How the SOS program can help you and your chapter. 
How to identify and submit an SOS.

How a Virtual Assistant Could Be a Virtual Lifesaver to Help Your Chapter Grow and Thrive

Facilitator: Sarah Crawford 

Chapter: Sacramento  

Location: Studio E

Having a paid, virtual assistant can be a life-saver for your chapter! As a volunteer-run organization, it is challenging to get all the administrative duties handled by well-meaning (yet busy and employed) volunteer board members. Paying a well-qualified support person to help with duties like tracking accounts receivable, making name badges and certificates, taking board minutes, and updating the website frees up valuable time to allow board members to interface more with members, focus on their role (helping to reduce volunteer burnout), and make a big impact on your chapter. Come learn from ATD Sacramento about how they’ve utilized a virtual assistant and their lessons learned. This session will give you a forum to assess whether your chapter could benefit from a VA, as well as tools to help you start your VA search. You’ll leave with a sample VA job description and a list of your chapter’s top five desired qualifications and VA tasks.

In this session, you will: 
Learn a practical and specific definition of a virtual assistant (VA) in the context of ATD.
Brainstorm chapter activities that could be outsourced to a VA. 
Review a sample VA job description; identify the competencies and KSAs (knowledge, skills, and abilities) that an ideal VA possesses.
Recognize pitfalls to avoid when using a VA (such as scope creep and control issues).
Evaluate whether your chapter could benefit from a VA.

Membership Isn't Zombie Management 

Facilitator: Sallia Bandy, CPLP

Chapter: Austin 

Location: Salons 5/6

Members aren't zombies! In this session, you’ll learn how to keep members happy without stalking them—by feeding them what you have to offer without stuffing them; by valuing them whether they are walkers, crawlers, or screamers; and by not boring them to death and turning them into runners.

In this session, you will learn how to:
• Identify eight member mistakes you are probably making.
• Build a membership strategy for your chapter.
• Develop a year-long membership calendar.
• List resources you have available now to keep members happy.
• Identify the different types of zombie members by their characteristics.

Arbinger Institute - Sponsor Session 
Turn Outward: The Crucial Move to a Thriving Chapter - Arbinger Institute Sponsor Session

Facilitator: Beth Hannan 

Location: Studio F

Organizations, teams, and collaborators are made up of individuals who work together every day to accomplish a common goal. However, leading a team that can successfully respond to perpetual challenges and participate in innovation relies on more than the outmoded behavioral solutions of the past. By diagnosing and changing the underlying mindset that drives behavior, a team can become more flexible, engaged, and high-performing. This is accomplished through a fundamental shift from an inward mindset, which focuses on the self, to an outward mindset, which instead focuses on results and impact on others. This session will offer the necessary tools to achieve this shift, enhance impact, and increase engagement and performance. 

In this session, you will:
Learn the difference between an inward mindset and an outward mindset.
Understand how self-deception makes us less effective and impacts our ability to work collaboratively with members, co-workers, volunteers, and partners.
Discover tools aimed at increasing self-awareness and improving your mindset.

10 a.m. – 12 p.m. 

Chapter Leadership With Intention 

Facilitators: Linda Jenkins, Walt Hansmann, CPLP

Chapter: Tulsa

Location: Studio B

ATD chapter leaders are not just board members of a local chapter; they are caretakers for the future of their local ATD "franchise." Yet many chapter leaders have minimal leadership experience and little background in the broad body of nonprofit management—you’ve seen the “deer-in-the-headlights” look and the “thousand-yard stare” . . . maybe you even saw it in the mirror. Using CARE as our foundation, we realized we needed to build more sustainability and continuity into our chapter operations. You will learn how our two-part process, From Election Day to Inauguration Day: Board Leadership Planning Guide and The First 90 Days: Implementing Your Operating Plan helped us lay a successful foundation for transparency and intentional chapter leadership. We are not a finished product, but we are a more stable, better-protected, sustainable, growing work-in-progress.

By attending this session, you will be able to: 
Implement at least two ideas for using bylaws, policies, procedures, agendas, and meeting minutes to strengthen the way chapters and chapter leaders operate as a nonprofit board of directors in a CARE-compliant ATD chapter. 
Leave with at least two ideas to strengthen your professional development, member onboarding, communications, and networking that will help prepare your chapter for future growth.
Draft five action steps you will implement within 90 days to position your chapter for a stronger future.

#INTENTIONAL: OMG You Are Chapter President

Facilitators: Rosa Espinal, Kristina Grant, CPLP

Chapter: Central Florida 

Location: Studio D

This session is intended for current or future chapter presidents. Preparation for the role of chapter president needs to happen before you are in the role. As president, you will have the task of ensuring the chapter meets strategic operational and financial goals and that key tasks related to chapter management take place. Join this session to learn about all the critical areas of chapter management that need to remain in your line of sight. In this chapter management simulation, you and your table team will run a chapter for one year (as president-elect and president) and make decisions for the chapter as well as ensure that critical items (CARE) do not fall under the radar. Throughout the simulation, you will see how each decision can have an impact on many areas of chapter management. You will leave the session with an understanding of all that is required to run a chapter successfully.

By the end of the session you will be able to:
Determine specific tasks and timelines for successful leadership in your home chapter.
Understand CARE requirements and how to ensure your chapter meets them.
Design a personal action plan using information learned in the session.

CARE Workshop: Get on Track for a Successful Submission

Facilitators: Lisa Goodpaster, Jennifer Rogers, CPLP, Stephanie Hubka, CPLP - NAC and CRC 

Location: Studio E

Is your chapter on track for a successful CARE submission? Chapter Affiliation Requirements (CARE) are a set of performance guidelines designed to help chapters run like a business. Through CARE, you can deliver consistent benefits to members in the key areas of administration, finance, membership, professional development, and communication. Join us for a session where you will have the chance to benchmark your progress against your 2017 results. You will be able to get a head start on your 2018 survey as you identify where your chapter can use some additional support and connect with fellow chapter leaders and the NAC CARE team. You’ll be able to ask questions and get great advice from a roomful of chapter leaders who have CARE ideas and suggestions you can use. You’ll leave with customized next steps that your chapter can use to position itself for a successful CARE submission by the January 31, 2019, deadline.

By attending this session, you will be able to: 
Express the value of CARE and how it directly benefits ATD chapters.
Assess your chapter's CARE strengths and opportunities for improvement. 
Identify specific tools and resources that may contribute to a successful CARE submission.
Develop a chapter-specific plan to meet CARE requirements by the end of the year.

Finance 101

Facilitator: Sally Koppy - NAC 

Location: Studio F

This session will include an overview of the steps to financial success for a board of directors. Activities will explore the following: What is the end goal of the board finance position? What is the best way to share financial data during the board meeting? How does the board collaborate to create an effective budget?

By the end of this session, you will be able to:
Consider the impact of business decisions on the bottom line of the chapter.
Consider the impact of business decisions on others in the chapter.
Use financial data to clearly communicate the status of the chapter so the board can make effective decisions.
Create an effective budget that enables strategies to be executed in a financially responsible manner.

Branding Your Chapter: Creating the ATD Visual Style

Facilitator: Amanda Rael 

Chapter: Greater Las Vegas  

Location: Salons 5/6 

Session Note: Please bring your laptop or tablet to this session if you have one. 

Apple, Walmart, Johnson & Johnson, and Disney all have strong brand recognition. But what is that, anyway? What do we mean by brand or branding? And how do they do it? In this session you will learn about branding, the ATD brand standards, why they should be used, and how to use them in your chapter materials and communications.

By attending this session, you will be able to: 
Explain what branding is and the benefits of having branded assets. 
Locate and discuss ATD brand standards on the website.
Use RGB to create brand colors.
Apply the standards to create ATD-branded professional materials.

2-3 p.m.  

Wild Apricot Tips and Tricks

Facilitator: Debbie Richards 

Chapter: Houston 

Location: Studio B

Wild Apricot is web-based software that automates and simplifies the management of your membership and your website. Wild Apricot consists of several modules that work together—membership management, website (CMS), event registration, online payments, emails, and donations. Come to this session to share your tips and tricks for using Wild Apricot in your chapter. The presenter will start by sharing tips and tricks she has used for ATD chapters along with best practices. Then, you will be invited to share your tips, tricks, and best practices as well.

In this session you will: 
• Learn how to amp up your website with videos and interactive elements. 
• Understand how to add hidden pages for volunteers and board members. 
• Share tips and tricks you have learned using Wild Apricot.

Alexander and the Terrible, Horrible, No Good, Very Bad Chapter Meeting

Facilitators: Michelle Baker, Claudia Mills, CPLP

Chapter: Central Indiana, Kansas City 

Location: Studio D

What happens when a chapter disaster strikes? Leading a chapter means being prepared to manage events, volunteer leaders, and finances. Successful chapter leaders ensure they are prepared to handle inevitable curveballs and maintain a professional, member-focused presence. In this session, you will identify and discuss potential problems and mishaps that could affect chapter events and compromise leadership teams. You will access and use helpful resources that are readily available in the Chapter Leader Community to brainstorm and build contingency plans that mitigate chapter risk, and implement solutions that minimize negative impact to members, event attendees, and the chapter.

By attending this session, you will be able to:
Prepare for the unexpected by recognizing potential problems and mishaps that affect chapter events and leadership. 
Access and use helpful resources in the Chapter Leader Community to brainstorm and build contingency plans that mitigate chapter risk. 
Implement solutions that minimize negative impact to members, event attendees, and the chapter.

Continuing Our Journey: Developing a Sustainable Chapter

Facilitators: Demetria Miles-McDonald, Marybeth Ulrich

Chapter: Kentuckiana 

Location: Studio E 

Imagine starting your year of presidency with a brand-new board, no transfer of knowledge from one board member to another, and no documented processes. For many chapter leaders, you may not need to imagine—this could be your reality. Pull back the curtains on your chapter's operations. If the nearest talent development team would shriek at the lack of documented processes within your chapter, it may be time to create a standard operating procedures document. Join ATD Kentuckiana as we delve into how to build a sustainable chapter as part of a three-year plan toward success. We will recap our year one successes before discussing how to create an SOP, engage future board leaders, and reach members from the community.

In this session, you will: 
Analyze the current chapter practices and norms for gaps in sustainability. 
Discover techniques for aligning your chapter's operations with those of a talent development team or department. 
Develop standard operating procedures (SOPs) using the ATD Kentuckiana outline, which can be customized for your chapter. 
Build a leadership pipeline by involving students and transitioning TD professionals in the SOP project. 
Highlight the benefits of a chapter SOP at a meeting or event to increasing volunteerism, corporate involvement, and community support.

Veterans Membership Recruitment Initiative

Facilitator: Wendy Brodnick

Chapter: Sacramento 

Location: Studio F

Membership recruitment is a never-ending project. Every year, members leave our association due to retirements, job or profession changes, or loss of their professional development budget. Keep new members coming in the door by focusing on overlooked markets in your region. ATD Sacramento brought creativity and passion to the table and chose to focus on an overlooked market: our talented and honorable military veterans. This session will share with you how we did it. You will take away an outline for your targeted market in your region in a few easy steps.

In this session, you will learn how to:
• Identify the key overlooked markets in your chapter region.
• Recruit a key passionate lead to engage membership.
• Infuse targeted membership outreach into your marketing plan.
• Apply five overlooked tactics for growing targeted association membership.

World Café Best Practice Sharing 

Location: Salons 5/6

Join your peers for this interactive whole group discussion and collaborative dialogue for sharing knowledge and creating possibilities for action on a variety of topics posed by fellow chapter leaders.