ALC22 Schedule

2022 ALC Schedule

The schedule below provides a general timeline of events for the conference, which may be subject to slight modifications.
  • First Time Attendee Orientation (drop-in)
  • Welcome Networking Reception
  • Conference Welcome (ALC PAC)
  • Connecting the V’s! How Connecting Vision and Volunteers Led to ATD Research Triangle Area’s Visual Rebranding
    Facilitators:
    Jazmin Webster
    Alex Cook

    Session Description:
    Connecting the V’s! ATD’s Research Triangle Area Chapter established a two-year strategic goal in January 2021 to rebrand the chapter’s website and visual communication materials. Since then, the vice president of communications and vice president of marketing and social media have engaged volunteers to connect the chapter’s mission and vision with the chapter’s visual identity, with the primary objective being to enhance our overall member experience. In this session, you will learn about the value our chapter provides members by aligning its visual identity with its vision and mission. By dedicating effort towards this project, ATD’s Research Triangle Area Chapter has increased its volunteer base as well as increased member engagement on its social media and website. Join this session if you’re ready to venture outside your comfortable website and connect the V’s to promote vision, value, and volunteerism!

    Session Objectives:
    By the end of this session, participants will be able to:
    • Understand the rebranding approach for a chapter website and communication materials through the experience of ATD’s Research Triangle Area Chapter’s two-year project.
    • Recognize the prerequisites and mindset needed to start local chapter branding work.
    • Find and use tips, tools, and resources available through ATD National that can assist with local chapter branding efforts.
    • Begin organizing their chapter’s website site map and apply the strategies that helped our chapter be successful and using tools provided to them during the session.
    • Discuss ideas for how to connect with volunteers to support such a huge effort as chapter website branding.
  • 10 Proven Strategies for Taking Your Career to the Next Level and Bringing Your Chapter With You
    Facilitators:
    Sarah Schillen
    Danielle Buscher

    Session Description:
    As chapter leaders, we often volunteer to give back, but have we taken the time to understand what we hope to achieve in our own professional development? It is easy to forget that through ATD volunteerism, there is also something in it for us. Opportunities abound to develop our network and move out of our comfort zone. Don’t let your chapter leadership term pass you by; now is the time to harness the power of the opportunities in front of you. Learn how you can elevate your chapter’s CARE status and success measures by investing in your own leadership potential. This session will highlight 10 proven strategies from two two-term chapter presidents through storytelling and participant contribution. You will meet new chapter leaders with purpose, coach one another on intention setting, and trade stories on the impact that this volunteer experience can have on your life.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Reconstruct a current chapter initiative or project goal to reframe it as a personal, professional stretch goal.
    • Cultivate a growth-mindset accountability partnership outside of their chapter.
    • Uncover a personal development opportunity that volunteering can support through a microcoaching conversation.
    • Define their ideal level of chapter engagement and presence (for example, sessions attended, social media engagement, and member outreach).
    • Create an ambitious professional development goal that is unmistakably outside of their comfort zone.
  • ATD Membership 101
    Facilitator:
    Lauren Sharrock

    Session Description:
    During this session, you will become acquainted with the benefits available through an ATD National Membership to Power members and how chapter leaders can communicate those benefits to their members. This session will cover current best practices in member stewardship and acquisition, highlighting real-world examples from chapters.

    Session Objectives:
    • By the end of this session, participants will be able to:
    • Explore the benefits available to all ATD Power members and how to describe and market them to chapter members interested in Power Membership.
    • Familiarize chapter leaders with MyATD and the Benefits Center.
    • Become acquainted with best practices in member acquisition and engagement and how to apply those methods to local chapter work.
    • Discuss examples of chapter membership efforts and the lessons learned from those efforts.
  • Tell Your Story: How to Engage Chapter Members With Impact!
    Facilitator:
    Rusty Shields

    Session Description:
    Come hear my story, and then tell me yours. Telling stories is one of the most powerful tools leaders have to influence, teach, and inspire. What makes storytelling so effective? Storytelling forges connections between people and ideas. Stories convey the culture, history, and values that unite people. As chapter leaders, we strive to do the same for our chapters. This session will cover strategies for designing and telling effective stories! You will collaborate with your peers and design stories that will engage chapter members at every level.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Discuss the art of storytelling and how to use it as a resource for all chapters.
    • Examine the STORY Model of Engagement, and identify strategies for using the model to connect chapter members.
    • Design and deliver a story that will have an immediate impact on chapter engagement.
  • How Your Governance Documents Are the Backbone of Your Chapter’s Success
    Facilitator:
    Jennifer Buckley

    Session Description:
    This session will focus on the backbone of your chapter: its governance documents. An ATD chapter is a business, first and foremost, which makes its governance documents the framework that informs all decisions and can help the chapter avoid pitfalls. What information belongs in your bylaws, policies, and procedures? What’s the difference between these? Are your chapter’s position descriptions up to date? As a board member, what are your legal responsibilities? These questions and more will be answered in this session.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Explain the purpose of different governance documents, including articles of incorporation, bylaws, policies, and procedures.
    • Identify what information belongs in each type of governance document.
    • Explain the three legal duties of a not-for-profit or nonprofit board member.
    • List the 10 basic responsibilities of a not-for-profit or nonprofit board.
  • Break
  • Driving Your Strategy at Top Speed With Effective Dashboards (All Experience Levels)
    Facilitators:
    Kristine Ellis
    Scott Fossler

    Session Description:
    Are you interested in learning how board meetings can be more focused on strategy instead of day-to-day operations? Learn how our chapter’s process and dashboard drove our membership growth strategy. Effective communication plays a key role in having a focused board meeting, so you will discover the tools our chapter used to keep everyone informed and aligned on chapter operations. In this session, you will work with other leaders to begin creating an effective dashboard for your chapter. When you leave the session, you will have a framework for communications as well as a dashboard draft to present to your board.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Understand how norms for board meetings can drive conversation and move strategy forward.
    • Discover the difference between effective and ineffective board meeting agendas.
    • Formulate a strategy for more effective future board meetings.
    • Create an outlined dashboard for future board meetings.
    • Begin creating a process for sharing necessary board updates outside of board meetings.
  • Position Your Chapter for Success: How to Define and Leverage Your Unique Market Position
    Facilitators:
    Colin Hahn
    Kristin Derwinski

    Session Description:
    Professional development opportunities are available from dozens of organizations, professional societies, and vendor webinars. How can your chapter stand out, grow your membership, and create a compelling reason for current members to renew? In this session, you will learn how to strategically analyze your market landscape to create a unique niche for your chapter. A clear market position will help you sell the chapter to prospective members, engage your current members, and align your chapter’s initiatives around your greatest ways to add value. This session has something for everyone. New chapter leaders will learn how to position and sell their chapter so they can be effective brand ambassadors. Experienced board members will gain skills to align chapter priorities for maximum impact.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Generate a list of relevant players in their market.
    • Assemble a list of traits to differentiate and position their chapter.
    • Assess their current state, and analyze how the chapter can differentiate itself.
    • Evaluate strategic priorities based on market differentiation.
  • Digital Badges: Showcase the Work of Your Chapter Volunteers
    Facilitators:
    Greg Simpson
    Jennifer (Jenn) Jacovsky

    Session Description:
    Want a more meaningful way to recognize your chapter volunteers? Join the ATD New York City Chapter to learn how your chapter can start its digital badge journey. Digital badges serve as proof of some kind of achievement, qualification, or completion. Volunteers can showcase their badge(s) on social media, personal websites, LinkedIn profiles, and email signatures. These badges have metadata to communicate details of the badge to anyone wishing to verify it or learn more about the context of the achievement it signifies. They promote the individual as well as the awarding organization. Digital badges can be a win-win for your volunteers and your chapter.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Describe the importance of volunteer recognition.
    • Identify and distinguish ways to recognize volunteers.
    • Learn the history of digital badges.
    • Discuss the importance of digital badges.
    • Design a digital badge graphic.
    • Create a digital badge.
    • Demonstrate how to award digital badges.
    • Convince recipients to post their digital badges.
  • Leading Talent Development Forward: Reground, Reset, and Reinvent Chapter Programs
    Facilitators:
    Barbara Potter
    Eivina Muniute-Cobb, EdD

    Session Description:
    The pandemic has given us the opportunity to rethink how we meet, how we interact with our chapter members, and how we respond to our chapter members’ needs. In this highly interactive session, you will learn how the ATD South Florida Chapter has reground, reset, and reinvented its strategic approach to leading talent development forward. You also will learn how to reground your chapter members with the continuity of flagship programs (that is, monthly chapter professional development events, monthly board meetings, talent development talks, networking events, mentorship programs, and CPTD study groups); reset your chapter by leveraging your advisory committee, chapter leaders, and chapter members for feedback, industry best practices, annual topic development, current trends, and future planning; and reinvent the way you meet and collaborate—going virtual, in-person, and hybrid based on the needs of your chapter. Join this session to discuss three robust strategies for leading talent development forward.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Reground their chapter members with the continuity of flagship programs (that is, monthly chapter professional development events, monthly board meetings, talent development talks, networking events, mentorship programs, and CPTD study groups).
    • Reset their chapter by leveraging their advisory committee, chapter leaders, and chapter members for feedback, industry best practices, annual topic development, current trends, and future planning.
    • Reinvent the way they meet and collaborate—going virtual, in-person, and hybrid based on the needs of their chapter.
  • Leadership Team Onboarding
    Facilitator:
    Julie Billings

    Session Description:
    Strong chapter leadership requires proper onboarding. Ensuring chapter leaders receive the appropriate information acquaint themselves with the chapter and to understand their roles and expectations as chapter leaders are paramount to the success of chapters. Determining a suitable approach to conducting an onboarding that mitigates potential issues helps assure that chapter leaders are duly onboarded and prepared to properly lead the chapter.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Describe the goals and objectives of effective leadership team onboarding.
    • Evaluate the issues of onboarding chapter leaders.
    • Analyze the components to include in the onboarding of leadership team members.
    • Create an effective onboarding implementation approach and plan for their chapter’s leaders.
  • Break & Chapter Networking
  • Lunch
  • Wild Apricot Tips and Tricks
    Facilitator:
    Debbie Richards

    Session Description:
    In this session, you will gain tips and tricks for using Wild Apricot. You will learn how to apply updates to the membership section, including creating custom emails, updating system email, creating discount codes for membership drives, and modifying the contact and member data fields. Prepare to dive into reports, discussing custom reports and layouts. Experience editing and updating email templates, starting an email from scratch, and implementing email tracking. Additionally, view webpage creation and updates—discover how to apply ATD colors and styles and use gadgets such as video and custom HTML. Don’t worry! If you are new to Wild Apricot, attending this session is appropriate and can help you. You will need administrative rights to your Wild Apricot account if you want to try the tips on your own website.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Understand how to optimize user information (guests and members).
    • Use the email section for targeted marketing.
    • Customize their Wild Apricot website.
    • Learn hidden methods to maximize their website, including reports and special applications for their board.
  • Show Me the Money! Managing Your Chapter’s Finances
    Facilitator:
    Sam Caballero

    Session Description:
    To ensure the viability, longevity, and value proposition of any organization, it must have tangible resources coming in to support its operations. Most importantly, those resources must be documented, accounted for, and properly reported to ensure the chapter is abiding by ATD’s requirements as well as local and national laws. If you need to stand up or revitalize your chapter’s finance program, this session is for you! “Show me the money!” is a calling to all board members to understand that the chapter’s value proposition to its members requires that its finances must be in order. Learn how ATD’s Chapter Affiliation Requirements (CARE) is the cornerstone of an accountable and transparent financial management program for a viable and healthy chapter!

    Session Objectives:
    By the end of this session, participants will be able to:
    • Explain the purpose of the chapter’s finance program, including ATD’s requirements and its relationship to the CARE program.
    • Define the purpose of a budget, and describe how it is aligned with the overall quantifiable and qualifiable goals of the chapter, including its relationship to the value proposition of any implemented learning, social, or related program events.
    • Understand ATD’s chapter finance toolkit, and explain how it could be used as a benchmark in the implementation or revitalization of any chapter finance program.
    • Explain how unconscious bias may prevent the intentional leveraging of chapter resources based on preconceived plans or initiatives, and describe what can be done to refocus the team.
  • Engagement: Make It So With Captain (not really) Wendy Picard
    Facilitator:
    Wendy Picard
    Dayne Maloney

    Session Description:
    Do you want your board to boldly go where no board has gone before? Engage with Captain Picard to make it so. Engagement is the key to every mission your chapter embarks upon and the key to inclusion, commitment, and succession planning. In this session, you will experiment with various engagement frameworks and tailor short-term and long-term engagement to the specific needs of your board. Before transporting to your next adventure, you will develop engagement strategies for use in board meetings, subcommittees, and communication.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Recognize the power engagement has on productivity, adaptability, and inclusion through small and large group discussions, culminating with a reflection on personal experiences.
    • Experiment with activity frameworks designed to engage fellow board members.
    • Develop unique engagement activities for use in their board meetings, subcommittees, and communications.
    • Return to their chapters with a minimum of three engagement strategies that meet the unique needs of their board.
  • Let’s Have Fun: Powerful Activities to Build Your Team!
    Facilitator:
    Rusty Shields

    Session Description:
    Don’t worry about bringing your pen and paper to this session, but bring your cameras because you’ll want a way to remember this experience! Team building brings people together by encouraging collaboration and teamwork. The importance and main purpose of team building are to create a strong team through forming bonds and connections while working towards a common goal. Creating these bonds through team building is very beneficial to our members. Fun activities that help people see each other in a different light allow them to connect in a different setting. Participate in these fun activities, take them home to your members, and start crushing your goals!

    Session Objectives:
    By the end of this session, participants will be able to:
    • Define characteristics of a high-performing team and how those relate to membership.
    • Recognize methods for building a high-performance team.
    • Collaborate with other chapter leaders to brainstorm ways to connect high-performing teams to chapter success.
    • Design and evaluate activities for chapters to use as vehicles of engagement for chapter growth.
  • Creating an ATD Community of Champions to Support Your Chapter DEI Initiatives
    Facilitators:
    Rosemary A. Okoiti, CPTD
    Juliet Hart

    Session Description:
    After a series of connections and workshops with multiple ATD chapters across the nation, the realization is, that although everyone should be involved in DEI, spearheading DEI initiatives is a challenge that needs champions. This session will identify what it takes to be a DEI champion and how to build a community of champions to support the achievements of chapters’ DEI goals. Learn about DEI experiences from chapters that are at different stages of their DEI journeys, including what roadblocks they have encountered and their successes. The vision is to create a sustainable pipeline of DEI champions.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Explain what it means to be a DEI champion.
    • Bring chapters interested in joining the cross-chapter community of DEI champions together.
    • Share experiences of DEI across chapters.
    • Provide tools to support their chapter as a DEI champion, and equip it with resources to achieve its DEI goals.
  • Break
  • Crafting Your Sponsorship Strategy
    Facilitators:
    Alanna Hoffman
    Kristi Stewart

    Session Description:
    Whether you’re an ATD chapter with 20 participants or more than 500, many chapter leaders face similar challenges to scale their sponsorship strategy and create lasting partnerships with businesses and learning and development leaders in their communities. This session will discuss the steps the Nebraska Chapter took to overcome obstacles to scale its sponsorship strategy. Learn how the chapter improved its database to better capture and document sponsorship donations and developed a retention strategy to maintain and grow sponsors and members. You will also explore the ways ATD chapter leaders can rebrand their sponsorship offerings to focus on engagement and access with their ATD community to inform your sponsorship strategy. This session will provide you with the opportunity to break into teams and learn from peers, consider problem-solving frameworks that will help you identify key challenges and solutions for your chapters, and develop an action plan to meet your chapter’s needs.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Identify the largest obstacles chapter leaders face in growing their sponsorship strategy to help participants articulate their biggest roadblocks and develop solutions to solve these challenges.
    • Assess sponsor needs, and connect sponsorship offerings to align sponsorship strategy with sponsors’ key interests.
    • Create a chapter action plan to outline critical steps needed to grow their sponsorship strategy.
  • Positive Engagement in Resolving Chapter Board Conflict
    Facilitator:
    Sam Caballero

    Description:
    Volunteering as an ATD chapter board member is an incredible journey; the experience, insight, and essential skills development can elevates one’s overall leadership and management quotient. You are now a chapter board member who is also the lead on various programs, including possibly leading the chapter as a whole. What happens when assignments are not completed or requests are ignored? What would you do if a fellow board member ignored these requests or had a different opinion on how something should be accomplished? Find out more during this interactive session that will define intrinsic motivation, various approaches to resolving conflict, and tactics for maintaining your positive personal brand. Building personal awareness and insight through emotional intelligence can help mitigate and possibly eliminate conflict to ensure success can be achieved by the chapter board and the chapter as a whole.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Define conflict resolution and management, and explain the various steps for de-escalating and resolving conflict within the chapter.
    • Define positive intent, and explain how practicing this in their mannerisms, language, communication, and perspective all play a role in eliminating, de-escalating, and managing a situation, including being mindful of their limits as they relate to their personal brand in resolving conflict.
    • Define and explain intrinsic motivation and how it can be used to build awareness, excitement, and accountability of the chapter board members as it relates to being in a volunteer role.
    • List and describe the TKI Conflict Management (TKICI) model, and use the TKICI assessment to identify their natural TKICI style and explain how this awareness can help resolve internal and external chapter conflict.
    • Define emotional intelligence, and demonstrate how it can be used to find success as a chapter leader when faced with internal and external chapter conflict.

  • Build a Connected Community Through Chapter Culture
    Facilitators:
    Stephanie Hubka
    Dawn Walker-Elders
    Esther Jackson
    Adam White

    Session Description:
    Our members join our chapters for many reasons—but why do they stay? In this session, learn one of the most essential components of a meaningful chapter experience: culture. You’ll have the chance to explore your chapter’s culture as you customize your own chapter culture framework that reflects the benefits and experiences that matter most to your members. From exploring how diversity, equity, and inclusion can connect your members to identifying the data and data collection strategies that can inform your work, you’ll leave with plenty of ideas and tools to help you establish a chapter culture that will welcome and engage every member!

    Session Objectives:
    By the end of this session, participants will be able to:
    • Recognize the role diversity, equity, and inclusion play in building chapter culture.
    • Identify programs and member benefits that foster connections between members.
    • Determine the data and data collection strategies that inform decision making.
  • Your Team’s Journey—Packed With Essentials or Junk?
    Facilitator:
    Allison Baldwin

    Session Description:
    Do you remember how you felt as a new board member? Did you feel like you were set up for success and had the processes documented in an amazing playbook? Maybe you stepped into a vacant role and observed chaos? Either way, you stuck around and are now president or president-elect of the chapter and leading a board. You hear the updates during your board meetings, but what are the needs and pain points throughout the duration of each leader’s term? This session will walk through a journey map that can help new board members understand the expectations and milestones involved during their term. Additionally, you will learn how to gather data to help identify opportunities to improve or enhance your chapter’s leadership journey.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Determine what area or experience of their new board members’ journeys they want to track once the board members are in their roles for at least six months.
    • Identify and describe up to three volunteer leader prototypes for their chapter’s journey map.
    • Use the template provided to create a leader journey map for themselves and their board members to have candid discussions about their experiences as volunteer leaders.
  • Mentoring Your Student Volunteers—A Win-Win!
    Facilitators:
    Michelle Bartlett
    Julie Foster

    Session Description:
    This session will cover three ways to create engaged students from local universities in your chapter as volunteers who directly help membership efforts. Learn how students can help with various projects such as creating and updating a virtual new member orientation, developing resources for the chapter website, and participating in member recognition efforts.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Recognize the impact of engaging students in local chapter volunteer opportunities.
    • Explore three ways to engage students in local chapter membership volunteer opportunities.
    • Develop a shared resource of ideas for engaging students in local chapter volunteer opportunities pertaining to membership.
  • Break
  • Keynote Speaker To Be Announced
  • ATD Networking Reception
  • Three New Ways to Successfully Host a Hybrid Event
    Facilitators:
    Debbie Petru
    Lindsay Vodicka

    Session Description:
    Has your chapter been challenged with transitioning back to in-person events? Are you still hosting events in a completely virtual environment? What challenges have you encountered with member engagement? With the right planning and resources, it is possible to produce a successful hybrid event. The ways you approach a hybrid event may need some tweaking. This session will explore three main ways you can create an engaging, successful hybrid event. The latter half of the session will dive into the wins and opportunities from our chapter’s experience of hosting our first hybrid regional conference, held in March 2022.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Confidently plan and adjust their professional development events to meet the needs of a hybrid audience.
    • Identify key factors for engaging an audience of learners both in person and virtually.
    • Coach speakers on preparing their content to meet audience needs for optimal inclusivity.
    • Address last-minute adjustments for registration changes from virtual to in-person on an as-requested basis.
  • Identifying, Submitting, and Using an SOS!
    Facilitators:
    Greg Simpson
    Jason Yerep
    Juliet Hart
    Shelby Morris
    Michele Miller

    Session Description:
    Join this session to learn about the scope and purpose of the chapter recognition committee and how resources therein may benefit your chapter. Through activities and discussion, you will review available resources and practice adapting those materials to suit your chapter’s needs. Sharing Our Success (SOS) submissions through the mini SOS format will be encouraged, and guidance will be provided during the session.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Understand the purpose and importance of SOS and submitting an SOS.
    • Successfully navigate through the repository to find a relevant SOS by following verbal and written instructions.
    • Discover relevant resources available through the SOS repository by participating in a group activity to evaluate an SOS for relevancy and applicability.
    • Describe the ways in which they might modify an SOS to be successful in their own chapter by completing a simple activity rubric.
    • Review and recognize the criteria for an approved SOS and Chapter of the Month consideration by viewing and listening to the presenters and slide deck.
  • Use Your Smartphone to Create Simple, Engaging Videos to Promote Your Chapter
    Facilitators:
    Heather Boyle
    Brian Lopes

    Session Description:
    Do you want to incorporate video into your chapter’s marketing and communication strategy but don’t know where to start? Do you own a smartphone? If the answer to both of these questions is yes, then join this session to learn how to create a quick 30-second video that you can post to your chapter’s website or social media account. In this highly interactive session, you will learn the dos and don’ts of video, discover royalty-free music options you can use for your videos, explore the video editing application on your smartphone, and create a short video with a partner or small group that can be posted to your social media account. By the end of the session, you will be creating simple videos to promote your chapter or chapter’s events in under 30 minutes. You must have a video editing application downloaded to your smartphone (iMovie or similar application).
    Session Objectives:
    By the end of this session, participants will be able to:
    • Discuss video basics, preferences, and general dos and don’ts.
    • Discover royalty-free music, which can be used free of charge, and other music options.
    • Explore the video editing application on their smartphone, and learn the basics of timeline editing and themes.
    • Create a short video with a partner or small group, using their smartphone, that they can post to social media during the session.
  • Knowledge Management: The Foundation of Your Future
    Facilitator:
    Kelli Frey

    Session Description:
    Effective knowledge management can give your people what they need! Don’t spend your year resolving old problems. Use knowledge management processes so board members can quickly find the information they need, understand the historical context for better decision making, and experience a faster, more effective onboarding. This session will explore the knowledge management process, the types of content to prioritize, and the different formats.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Explore the knowledge management process.
    • Discover opportunities to future-proof their chapter through knowledge management.
    • Evaluate and address potential challenges.
  • Just Roll With It: Building Board Resiliency for Chapter Success
    Facilitators:
    Jennifer Buckley
    Michelle Beckert

    Session Description:
    In this session, you will learn how to identify the skills and types of talent needed to support your chapter and ongoing activities before building a detailed recruiting plan. This session will include topics for discussion and avenues for recruitment to ensure a diverse and engaged board. You will learn what it takes to build board engagement before creating a handoff plan as boards switch over from one year to the next, including setting expectations and building accountability. Finally, you will create a strategic plan, so the new board can build on the current board’s momentum and move forward toward a strong future.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Identify the skills and talent needed to support their chapter and its ongoing activities.
    • Develop a plan for recruiting a diverse and engaged board.
    • Create a handoff and training plan that sets expectations, reduces gaps, and builds accountability.
    • Build a long-term strategic plan for the future to continue the momentum.
  • Keynote Speaker: To be Announced
    Get ready to be inspired.
  • Networking Break
  • Getting Started With Data-Driven Chapter Governance
    Facilitators:
    Colin Hahn
    Susan Davies

    Session Description:
    Tired of feeling like your chapter is flying blind? In this session, learn how to incorporate data into your decision making instead of relying on gut instinct. Discover how to harness your chapter’s data to strengthen your volunteer pipeline, identify unmet member needs, improve member and volunteer retention, and more! You will leave this session with ideas to leverage existing data, simple ways to gather new data, and the ability to translate strategic questions into data-driven analysis. This session has something for everyone, from leaders brand new to data-driven decision making to experienced analysts looking for new insights from their chapter’s data.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Identify existing data sources to guide chapter strategies and monitor execution.
    • Formulate strategic questions in data-driven terms by using data to identify salient questions for investigation.
    • Explain how data can help their chapter select strategic priorities and track execution of key initiatives.
    • Interpret a real chapter dashboard for member engagement.
    • Judge strengths and weaknesses of a real chapter dashboard for member engagement.
  • The How-To’s of Financial Reviews
    Facilitators:
    Elizabeth Beckham
    Adam White

    Session Description:
    During this session, experienced chapter leaders and National Advisors to Chapters (NAC) will present the ins and outs of financial reviews, methods to secure outside support for financial reviews, and options for conducting an internal financial review. Learn how to choose the best path for your chapter to ensure this CARE element is achieved in a painless, timely manner. This session will clearly define financial review options, establish a common vocabulary for chapter leaders to use internally and externally, and help demystify the internal financial review process. This session is a must for chapters with questions about financial reviews!

    Session Objectives:
    By the end of this session, participants will be able to:
    • Define a financial review (internal and external).
    • Identify resources to support their chapter by conducting financial reviews.
    • Understand best practices for financial records and record keeping.
  • Job Marketplace: Connecting Your Members to Their Next Big Opportunity
    Facilitator:
    Scott Chatelain

    Session Description:
    Discover how to launch a resume service and job marketplace to increase member value and keep your members employed, engaged, and in active standing. Learn from an experienced chapter how to recruit a member-volunteer team of certified resume and LinkedIn specialists and how to equip and certify member-volunteer resume specialists, promote this resume service as a member benefit, and conduct a job marketplace at meetings to connect members looking for gigs. In this session, you will practice, apply, and synthesize. Test your skills by reviewing flawed resumes to identify errors and suggest improvements, reflect on how you will leverage resume services and job marketplaces in your chapter, think through the elements you’ll need to adapt to work for your chapter, and anticipate the roadblocks you might encounter—and consider how to overcome them.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Know how to launch a resume service and job marketplace in their chapter.
    • Analyze sample flawed resumes to identify errors and suggest improvements.
    • Envision how they would deploy a resume service and job marketplace in their chapter.
    • Synthesize what they would need to adapt to work in their chapter’s particular environment.
    • Consider roadblocks to implementation and the push-back they might receive—and how to overcome those obstacles.
  • Leadership Essentials: What Every Chapter Leader Needs to Know to Be the Rock Star Leader
    Facilitators:
    Kristine Ellis
    Jennifer Stangl
    Jess Almlie

    Session Description:
    Are you looking to build or enhance your leadership capabilities? Do you want to know more about being an effective leader to accomplish the goals of your chapter? Would you like to build stronger relationships with other chapter leaders and volunteers? This session is for all chapter leaders looking to enhance their leadership capabilities. Learn about these three essential skills: delegating with excellence, influencing without authority, and having difficult conversations. You will leave this session with best practices and tips from other chapter leaders to leverage and share with your board!

    Session Objectives:
    By the end of this session, participants will be able to:
    • Collaborate with peers to understand when to delegate chapter leader tasks to avoid burnout.
    • Identify opportunities to use influence skills as a chapter leader.
    • Craft messages (and practice) navigating difficult conversations.
  • The Secret to Success: Recruiting Free Speakers and Volunteers
    Facilitator:
    Michelle Camden

    Session Description:
    New to chapter programming or struggling to get quality speakers or volunteers? Join this interactive session to learn specific strategies and tools to get the help you need for free! You’ll walk away with templates to recruit and gain interest, as well as apply proven strategies during the session. Learn how to craft an elevator pitch, do basic research, and have fun along the way!

    Session Objectives:
    By the end of this session, participants will be able to:
    • Understand a process for identifying, contacting, and booking free speakers.
    • Create member interest to volunteer or lead programs.
    • Apply strategies discussed during the session using provided templates.
  • Lunch
  • NAC Meetings with Chapters
  • Break
  • Why Are You Here? Understand and Influence Board Member Engagement
    Facilitator:
    Kelli Frey

    Session Description:
    In volunteer roles, personal motivation powers action! Understanding the motivations of yourself and others on your board will help you achieve chapter goals by tapping into the driving forces of each person. Join this session to explore ways to encourage engagement with different folks. You’ll discover ideas for motivation styles different from your own and how to avoid accidental demotivation. With an assessment tool and communication plan, this is something you can take back to your chapter and implement right away!

    Session Objectives:
    By the end of this session, participants will be able to:
    • Discover connections between motivation and engagement.
    • Recognize different types of motivation.
    • Practice deep listening techniques.
    • Assess potential strategies for success with their peers.
  • Operations Madness: Solving Your Chapter Operations Problems Without Losing Your Mind
    Facilitators:
    Ann Bryson-Eldridge
    Jennifer Bosworth

    Session Description:
    Does volunteer management scare you senseless? Do you want to run screaming from sponsorship? Join this session to practice your problem solving and critical thinking in a highly interactive session that will help you calm the craziness of running a local chapter. Each chapter is different, but they all expect you to deal with certain things: member questions and concerns, limited resources to implement all our great ideas, and problems recruiting for certain volunteers. What about the problems we don’t expect? This session will explore four unique problems that impacted our chapter in the last two years, help you problem-solve the issues, and discuss how our chapter has taken the lessons learned from these events to make its operations even stronger.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Identify best practices that can be applied to solve chapter operations problems.
    • Analyze the case study provided and discuss strategies, opportunities, and constraints with their group.
    • Develop a plan for solving the problem provided given the case study guidelines.
  • Inclusion. Connection. Impact. What Story Is Your Chapter Telling?
    Facilitators:
    Rusty Shields
    Esther Jackson
    Eileen Terrell

    Session Description:
    What’s the “word on the street” about your chapter? There’s definitely a story! But how are you telling it? Let’s put aside comfort and talk about creation. It’s time to forget what you are used to and work to create something new. This session leverages a S-T-O-R-Y Model of Engagement to address the challenges many chapters face, and through inclusion, connection, and impact activities, it will explore the current state and ignite the inferno to plan the future state. From start to finish, you will be immersed in opportunities to build a foundation of DEI knowledge and translate it into actionable steps to help your chapter’s engagement soar.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Identify key areas to assist in building a foundation for DEI.
    • Discuss how to apply the STORY Model of Engagement.
    • Engage their audience by sharing their story using the framing theory.
    • Recognize three key steps for their future-state action plan.
  • Doing Well: Holding Wellbeing Conversations to Prevent Volunteer Burnout
    Facilitator:
    Katie Pagano-Gerwitz

    Session Description:
    Have you experienced volunteer burnout within your chapter? Pandemic challenges cause a shift of priorities including how we spend our time, and we are not always ready for the twists and turns of navigating this new normal. One path for resilience to avoid burnout is by holding wellbeing conversations; and you do not have to do this alone. Before you leave this session, you will hold wellbeing conversations, have a few prompts in your back pocket, and make a plan to incorporate them in your chapter.


    Session Objectives:
    By the end of this session, participants will be able to:
    · Recognize the value of holding wellbeing conversations with your board
    · Experiment with tools on how to hold wellbeing conversations
    · Create a plan to incorporate a wellbeing culture for your board.
    · Return to your board with 5 wellbeing conversation starters to use in future board meetings.
  • SIG Rescue: Revitalizing Your SIGs/GIGs for Optimal Engagement
    Facilitators:
    Jennifer Buckley
    Sean McGintey

    Session Description:
    In this session, you will learn how to perform a chapter analysis to determine the types of SIGs/GIGs to grow membership, provide a value-add experience for existing members, and use as a recruiting tool for potential members. You will then design a marketing plan for your SIGs/GIGs to reach your targeted demographic and, potentially, new members. From there, you will develop a plan for scheduling SIGs/GIGs using an event management form provided by the speakers. You will brainstorm how to build a best practice for a first-contact experience to engage members and drive membership.

    Session Objectives:
    By the end of this session, participants will be able to:
    • Perform a market analysis to determine the types of SIGs/GIGs to create.
    • Design a marketing plan for their SIG/GIG to reach the targeted demographic.
    • Develop a plan for scheduling using an event management form (to be provided).
    • Build a first-contact experience to drive engagement and membership.
  • Closing