ASAE Handbook of Professional Practices in Association Management

Praise for ASAE Handbook of Professional Practices in Association Management, Third Edition

"As the quintessential ′go to′ resource for association executives for nearly 20 years, Professional Practices, now in this updated version, really packs a punch! Comprehensive and relevant to the wide range of functions carried out by today′s most successful associations, this indispensable guide provides the know–how needed to lead a nonprofit organization and prepare?? for the CAE journey."
Debra N. McGuire, MBA, IOM, CAE, Chief Executive Officer, Michigan Academy of Family Physicians

"Professional Practices is an essential asset for aspiring CAEs, and it offers valuable perspectives for all of us as we consider best practices throughout our organizations."
R. Norris Orms, FACHE, FASAE, CAE, Executive Vice President and COO, HIMSS

"Comprehensive and practical, this edition of Professional Practices effectively covers the wide range of functional mastery needed by any executive or manager working in association management, through the lenses of accomplished professionals in the field. A winning combination by anyone′s standards."
G. A. Taylor Fernley, President & CEO, Fernley & Fernley, Inc.

"ASAE′s Professional Practices in Association Management??was a ′must read′ when I was preparing for the CAE exam, and remains a tremendous resource covering all we do in association management."
Paul A. Markowski, CAE, Chief Executive Officer,??American College of Chest Physicians

"Professional Practices in Association Management serves as the main textbook for the Introduction to Association Management course I teach at a local college. The wide–ranging and relevant experience of the authors has pulled together the most comprehensive body of knowledge for association professionals new to the field. The best practices and strategies provide key insights into the challenges faced in association management while presenting the process for delivering solutions."
Amy E. Lestition, CAE, Associate Vice President, Coulter

Preface xi
John B. Cox, FASAE, CAE

Acknowledgments xv

1 A PRESCRIPTION FOR A SUCCESSFUL CSE 1
Cheryl O. Ronk, CMP, FASAE, CAE, and Susan S. Radwan, SMP, ARM, CAE

2 MISSION 15
Kerry C. Stackpole, FASAE, CAE

3 MANAGEMENT 29
Mark Engle, DM, FASAE, CAE

4 MANAGING THE COMPLEX ASSOCIATION ENTERPRISE 51
Gary A. LaBranche, FASAE, CAE

5 BUSINESS MODELS AND ECONOMIC DRIVERS 71
Paul Pomerantz, FASAE, CAE

6 IDENTITY AND BRANDING 83
Mark N. Dorsey, FASAE, CAE

7 FINANCIAL MANAGEMENT 101
Rob Batarla, MBA, CPA, CAE

8 GLOBALIZATION 117
Dick Blatt and Donna Hasslinger

Tips from Those Who Know: A Non–U.S.–Based View from Field Experience 121
Alfons Westgeest and Dani Kolb

The Planning Continuum 135
Susan S. Radwan, SMP, ARM, CAE

9 ENVIRONMENTAL SCANNING AND FUTURES ANALYSIS 139
Bruce Butterfield, APR, FASAE

10 ENVIRONMENTAL SCANNING 153
Susan E. Avery, CAE

11 STRATEGIC PLANNING 163
Robert H. Rich, PhD, CAE

Strategic Planning from a CSE Viewpoint 171
Mark W. Light, CAE

12 HIGH–YIELD TACTICAL PLANNING 175
John B. Cox, FASAE, CAE

13 BUSINESS PLANNING 189
Brian Birch, CAE, and Susan S. Radwan, SMP, ARM, CAE

Governance: An Introduction 203
Beth Gazley, PhD

14 GOVERNANCE STRUCTURES, PROCESS, AND CULTURE 207
Christine McEntee, FASAE

15 GOVERNANCE RELATIONSHIPS 223
Richard Yep, CAE, FASAE

Collaborative Leadership in Governance 225
Gabriel Eckert, CAE

16 VOLUNTEER LEADERSHIP DEVELOPMENT 239
Holly Duckworth, CMP, CAE

A Critical Understanding 240

A Solution to Succession Planning 254
Susan S. Radwan, SMP, ARM, CAE

17 COMPONENT RELATIONS 257
Lowell M. Aplebaum, CAE

Case Study: Organizational Reviews and Strategic Planning for State Associations 263
Luis A. Rivera, MBA, CAE

18 MEMBERSHIP RECRUITMENT AND RETENTION 275
Jay L. Karen, CAE

19 STANDARD SETTING 289
Dorothy I. Mitstifer, PhD

20 LEGAL ISSUES IN ASSOCIATION STANDARD SETTING, CERTIFICATION AND ACCREDITATION PROGRAMS, AND CODES OF ETHICS 303
Jeffrey S. Tenenbaum, Esq., and Beth A. Caseman, Esq.

21 DEVELOPING AND MANAGING PROGRAMS, PRODUCTS, AND SERVICES 321
Mariah Burton Nelson, MPH, CAE

22 FUNDRAISING AND DEVELOPMENT 337
Todd Wurschmidt, PhD, CFRE, FASAE, CAE, and Erin M. Fuller, MPA, FASAE, CAE

Margin of Excellence: Why Fundraising Is Important for Associations 339
Paulette V. Maehara, CFRE, CAE (ret.)

Legal Aspects of Association Fundraising 341
Jeffrey S. Tenenbaum, Esq., and Kristalyn Loson, Esq.

23 MEETING AND EVENT MANAGEMENT 353
Dawn M. Mancuso, MAM, FASAE, CAE, and Natasha J. Ross, CMP

24 CERTIFICATION PRINCIPLES 371
B. Denise Roosendaal, CAE, and Anjali Weber

Consider Accrediting Your Organization 382
Melissa Sines

25 AFFINITY PROGRAMS 389
Susan Moseley, CAE

26 OPTIMIZING PROFESSIONAL DEVELOPMENT 405
Donald R. Levy, MEd

27 STRATEGIC LEADERSHIP 429
Barbara Byrd Keenan, FASAE, CAE

28 DIVERSITY AND INCLUSION 445
Velma R. Hart, FASAE, CAE, and D. A. Abrams, CAE

29 HUMAN RESOURCE MANAGEMENT 461
Matthew Gertzog, MBA, FASAE, CAE

30 INTEGRAL TECHNOLOGY MANAGEMENT 479
Steve DeHaan, CAE

31 LEGAL ISSUES 491
Jefferson C. Glassie, JD

32 LEGAL LIABILITY RISK MANAGEMENT 503
Jeffrey P. Altman, JD

Protecting Your Organization Through Careful Risk Review 513
P. Allen Haney, CPCU, CLU, ChFC, CASL, ChHC, FASAE

33 FACILITY MANAGEMENT 521
Mike Moss, CAE

34 BUILDING EFFECTIVE INDUSTRY SUPPLIER PARTNERSHIPS 539
Brian Stevens, FASAE, and Gregg Balko, FASAE, CAE

35 KNOWLEDGE MANAGEMENT 549
Richard V. Lawson and Robert C. Nedbal

36 RESEARCH AND EVALUATION 565
Marc Beebe, CAE, and Elena Gerstmann, PhD, FASAE, CAE

37 GOVERNMENT RELATIONS, PUBLIC POLICY, AND COALITION BUILDING 581
Stefanie Reeves, MA, CAE

38 MARKETING AND COMMUNICATIONS 597
Tom Quash, CAE

39 PUBLISHING AND MEDIA 613
Debra J. Stratton and Angela Hickman Brady

Digital Disruption: A Survival Guide 625
Julie Shoop

Index 631

JOHN B. COX, CAE, was an ASAE Fellow who served twice on that organization′s board of directors. He had a three–decades–long career in association management, including numerous executive and managerial roles.

SUSAN S. RADWAN, CAE, is owner of Leading Edge Mentoring, a consulting firm that specializes in governance and leadership issues. She has served the association industry since 1985 in roles as a teacher, facilitator, and executive staff person.