Association for Manufacturing Excellence—August 2014 and November 2013—6M + budget, 18+staff

Contact:

Dale Gehring,

President

Dale.Gehring@escocorp.com

1.503.778.6366

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman, MS: Conducted a search for AME’s new President an CEO, conducted qualitative and quantitative research with members to align goals with the association’s goals. Assisted in the reconstruction of the bylaws to revamp structure of the governance units and management. Conducted a review, benchmarking, assessment and facilitated the development of a plan for AME’s consideration as to whether they will remain self-managed or move into a managed environment—facilitate a review and creation of association objectives given its current strategic plan. Conducted a management and environmental scan and in-depth interviews in preparation for planning committee and board deliberations.

 

Refrigerating Engineers and Technicians Association—November 2013—2.3M + budget, 11+staff

Contact:

Harold Sreicher

President,

harold@hantech.com

1.630.235.0169

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE:. Conduct a review, benchmarking, assessment and developing a plan for RETA to leave its current management company and assume self-management. Conducted a management and environmental scan, in-depth interviews and on site work as well as several Board and ExCom facilitations throughout the assignment



American Case Management Association—April 2012–3M—17 staff

 

Contact:

L. Greg Cunningham

CEO

11701 West 36th Street

Little Rock, AR  72211

p)501-907-2262 begin_of_the_skype_highlighting            501-907-2262      end_of_the_skype_highlighting

f)501-227-4247

lgcunningham@acmaweb.org

www.acmaweb.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE:  Conducted a full management assessment of the association, currently managed by an Association Management Company to assist in bringing the association to the next performance level going forward. Used in-depth interviews with staff and a review of best practices in association management companies and stand alone associations to assist in the evaluation. 



Controlled Release Society (CRS) –July 2011, September 2010,—2M Budget –6 Staff—2,500 Members Worldwide-- Multiple Assignments

 

Contact:

Mark Tracy

President

mtracy@alnylam.com

and,

Debra Bingham
Treasurer

Controlled Release Society
202.722.1864 begin_of_the_skype_highlighting            202.722.1864      end_of_the_skype_highlighting
dbingham@valeopartners.com


Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Assisted the association in redoing their Bylaws, Policies and Procedures and Board restructuring, and developing a strategic and tactical plan to ensure passage and buy-in. Conducted a strategic planning assignment with interviews, focus groups and a 18 area environmental scan. Conducted a full management assessment of the association, currently managed by an Association Management Organization to assist in bringing the association to the next performance level going forward. Used in-depth interviews with staff and volunteers, a detailed management environmental scan and private label benchmarks and best practices in the areas of finance, personnel and program development to assist in the evaluation. Facilitated a strategic planning assignment complete with alternative futures exercise and plan development.


National Association of Medical Staff Services—March 2011 /November / September / August / April 2005 –1.8M--5 staff (4 assignments)

 

Contact:

Donna Goestenkors, CPMSM

Past President President, or

Megan Cohen, MPA, CAE

Executive Director

Donna  618.830.0057(c); Megan 202.3671220
dgoestenkors@greeley.com 
goosemd@sbcglobal.net

 

Services rendered by Stephen C. Carey, Ph.D., Karen Clayton: Performed a detailed management and governance assessment for the association to benchmark current management and governance operations and operating ratios. Provided suggestions as to how the association could improve its staff management operations, communications with governance components and how to better market the product lines. Conducted a search for a management firm for the association, including preparation of the RFP, interviewing the prospective candidates and facilitating the search process. Also reviewed the certification and educational components of the association and revising the strategic plan. Facilitated an accreditation and expanding membership meeting with the Board.



American Urological and Gynecological Association (AUGS) –December 2010, September 2010, July 2008—2.2M Budget –7 Staff—Multiple Assignments

 

Contact:

Michelle Zinnert

Executive Director of AUGS

Phone: 202.367.1235 begin_of_the_skype_highlighting            202.367.1235      end_of_the_skype_highlighting

mzinnert@smithbucklin.com

 

Or,

 

Kris Strohbehn, MD

Associate Professor, Department of Obstetrics & Gynecology

Dartmouth Medical School

Director, Division of Urogynecology / Reconstructive Pelvic Surgery

Dartmouth-Hitchcock Medical Center

One Medical Center Drive

Lebanon, NH  03756

(603) 653-9312 begin_of_the_skype_highlighting            (603) 653-9312      end_of_the_skype_highlighting

FAX (603) 650-0902

Email:  Kris.Strohbehn@Hitchcock.Org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a strategic research (interviews and environmental scan and alternative future exercises) and planning assignment and assessment to assist the Board in setting the vision, mission and key goals and priority objectives for the next several years Conducted a full management assessment of the association, currently managed by an Association Management Company (AMC) to assist in bringing the association to the next performance level going forward. Used in-depth interviews with staff and volunteers, a detailed management company review and private label benchmarks and best practices in the areas of finance, personnel and program development to assist in the evaluation.

 


American Academy of Craniofacial Pain—April 2010, August 2009, May 2009 and March 2007—3M Budget, 8 staff (Multiple Assignments)

 

Contact:

Rob Patterson

Executive Director

1901 N. Roselle Road

Suite 920

Schaumburg, IL  60195

(847) 885-7400 begin_of_the_skype_highlighting            (847) 885-7400      end_of_the_skype_highlighting

 

Services rendered by Stephen C. Carey, Ph.D. CAE, Karen Clayton, CAE and Len Rickman MS: Conducted governance and bylaw facilitation with key officers and directors, and conducted a governance presentation on roles and responsibilities of the Academy Board and tips on how to conduct an effective board meeting. Conducted a review and rewrite of the Academy’s bylaws and policy and procedures. Assisted the Academy with a governance facilitation for the Officers in regards to the roles and responsibilities of the Board, Executive Committee and provided a needs assessment of operations using in-depth interviews and a survey in order to better gauge the management effectiveness of the organization. Managed a search for a new management company for the Academy. Prepared the bid specification, launched the RFP and evaluated the firms proposing. Assisted the Academy with the contract negotiations and transition.

 


Property Management Association—1M Budget—5 staff—October 2009, February 2009 and October 2008, (Multiple Assignments)

 

Contact:

Marianne M. Pukal

President

5530 Wisconsin Ave. Suite 1000

Chevy Chase, MD 20815

301-968-9134 begin_of_the_skype_highlighting            301-968-9134      end_of_the_skype_highlighting

MPukal@polingerco.com

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Reviewed and analyzed the performance evaluation system of the association and created a unique system to measure performance of the management company. Assisted the association reprioritize their budget during the down turn saving them on the expense lines and creating additional revenue opportunities. Conducted an Association Management Company contract assessment and assisting in the creation of the new contract between the association and the AMC.

 

American Association of Pain Medicine and the American Board of Pain Medicine—3.5M Budget—7 Staff—November 2008, February 2009 (Multiple Assignments)

 

Contact:

Phil Saigh, Jr., President

4700 W. Lake Ave

Glenview, IL 60025

847.375.4742

psaigh@conect2amc.com


Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a full management assessment of the association, currently managed by an Association Management Company to assist in bringing the association to the next performance level going forward. Used in-depth interviews with staff and volunteers and a detailed management company environmental scan to assist in the evaluation and to compare management company services, operating ratios and pricing with other captive and standalone associations.

  

American Society of Clinical Oncology (ASCO) – April 2008--30 Million Budget, 150 staff

 

Contact:

Jean Colvard
Sr. Director, ASCO Member & Meetings Services
1900 Duke St, Ste 200
Alexandria, VA  22314
(703) 299-1068

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a full review, assessment and audit of the ASCO annual meeting and 11 sub-specialty conferences involving a review of policies, procedures, revenue, expenses and contracts to ensure that the association was receiving full value for services, and that services are aligned to service goals and objectives.

 

 

Merchants Advisory Group—March 2008—.5M Budget –2 staff –Start-Up Review

 

Contact:

Dodd Roberts

Executive Director

Dallas, TX

214.792.4569

 

Services rendered by Stephen C. Carey, Ph.D, CAE and Karen Clayton, CAE:  Assisted the association initiate operations in 2008. Assisted in development of the bylaws and governance structure, office organization and other start up activities. Conducted a strategic planning session to ensure the association’s resources are devoted to accomplishing its goals and objectives.

 

Association of Professional Researchers for Advancement—July 2007 / February, 2006—1.1M –4 staff---Multiple Assignments

 

Contact:

Julie Sutter

Executive Director

Ellen Moore

Former Executive Director, or

Pamela Poland, President

Julie—312.673.4829

Ellen—312.673.4751

Pamela—703.413.5505

 

Services rendered by Stephen C. Carey, Ph.D., Jeffery Morrison and Karen Clayton: Conducted a governance structure facilitation to restructure the association for the future. Assisted the association in determining whether to remain a stand alone association or to move to the services of an association management company.  Conducted a governance and management study with benchmarks and best practices for the Board’s consideration in its decision making.  Conducted, concurrently, a strategic planning process to set the association’s course for the future with an environmental scan and quantitative survey as guideposts and data points.

 

National Adult Day Services Association – November, 2001, 400K, Start-up association (May-November 2001)

 

Contact:
Nancy Brundy, President, NADSA, and 
Chief Program Officer
Goldman Institute of the Aging
3330 Geary Blvd., San Francisco, CA, 94118
Phone: 415.750-4180 ext 102

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Assisted this start-up association in all governance, financial, grant development, management, marketing, communications and publications activities associated with starting an association. Led their leadership through the establishment of bylaws, budgets, member services/dues structure, transition timelines and the myriad of activities associated with establishing a new association. Additionally, developed and led the association through the RFP and search for an executive director and selection of a management company to administer their operations.

 

Clemons and Associates Association Management Company, February 2000—$5.5 million, 23 staff

 

Contact: 
Cal Clemons, CAE, 
President
5024 R Campbell Blvd, 
Baltimore, MD 21236-5974
Phone: 410-931-8100

 

Services provided by: Stephen C. Carey, Ph.D., CAE: Conducted a communications and management review and analysis for this association management company to provide suggestions in the management, staffing and communications areas. Provide a report with findings and recommendations as to how to better structure the operations and personnel management for the company.

 

The American Hotel & Lodging Association, February 1994, June 1996, April 1997, November 1997 --- $20 million, 200 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Brian Kinsella and Thierry Roch, 
Former Vice Presidents, Corporate & Industry Affairs
New York Avenue, NW, Suite 600, 
Washington, D.C. 20005
Phone: Kinsella – 703-524-2000
Roch: – 202-289-3152

 

Services delivered by Karen Clayton, CAE and Stephen C. Carey, Ph.D., CAE: Delivered a tailored and unique “train the trainer” governance program to all chapter volunteers and paid executives in April 1997. Assisted in the development of long-range strategy and short-term goals for a new Strategic Partners program as well as levels of sponsorship for the program in June 1996. Provided association marketing and governance programs in November 1997 and February 1998. Provided a 75-question questionnaire for state associations to exchange information on products and services. In 1994, performed a detailed, complex regional marketing focus group project consisting of four focus groups of membership segments designed to enhance the marketing mix. Results of the focus groups assisted AH&LA in better understanding the customer service needs of their members and focusing their marketing attention on existing and new product development. AM+MR findings and recommendations were instrumental in greatly improving their products and service delivery vehicles.