Governance & Leadership Assessments, Training, Team Building, and Reviews

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.


American Wind Energy Association—August 2014--September 2013—35M + budget, 70+staff

Contact:

Tom Kiernan,

CEO and

Pam Poison
AWEA CFO and SVP Operations
202-580.6457 cell
ppoison@awea.org email
www.awea.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Assisted the Board in the creation of a new set of bylaws and association structure to enable AWEA to be more nimble and responsive in its governance and management operations, Worked with a bylaws task force and the board to ensure the transition was smooth and acceptable to all elements of the association. Conducting board training in duties and responsibilities of the Board an its various governance components. Conducted a review, benchmarking and assessment of the current and a proposed dues structure for AWEA. Provided guidance and assistance with benchmarking and comparing current and projected structure based on industry benchmarks. Interviewed key staff and membership committee volunteers and provided a detailed report with suggestions for a new structure going forward.



The American Association of Nurse Anesthetists—July 2014 --February 2014—15M + budget, 50+staff

Contact:

Luis A. Rivera, MBA, CAE
Senior Director, State Management Affairs
222 S. Prospect Ave. / Park Ridge, IL 60068-4001

Phone: 847.655.1152

 lrivera@aana.com

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conduct a review, benchmarking, assessment and developing a strategic plan for several state affiliates. Using in-depth interviews, an environmental scan and focus groups, prepare an assessment report for each state followed by a strategic planning session and tactical issue follow-up. Currently working with five states and will continue to work with several more over the next year.


Specialized Carriers and Rigging Association—June 2013, May 2011, August 2010, August 2009, October 2008 and July 2007 —3M budget, 15 staff-Multiple Assignments

 

Contact:

Joel Dandrea

Executive Vice President

SC&RA

5870 Trinity Parkway, Ste 200

Centreville, VA 20120

703.207.3590

jdandrea@scranet.org
 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conduct the Association’s and the Foundation’s 2013-2017 strategic plans. Assisted the association’s compensation committee in reviewing current benefits and services. Reviewed key association personnel positions, reviewed and evaluated the association and completed a salary and benefits examination of the entire staff to ensure all salaries were in line with like organizations for the Compensation Committee. In 2009 conducted research for (interviews, environmental scan and focus groups) and facilitated the SC&R Foundation strategic plan, and a salary and benefits review.  In 2008, conducted research for and facilitated a strategic planning journey for the association. Conducted in-depth interviews with the staff and other stakeholders, a comprehensive environmental scan, a quantitative survey and plan facilitation and report.   In 2007 conducted a position analysis and compensation review with findings and recommendations to align the association’s compensation system with association industry best practices. Created a best practice bonus system for review by the Compensation Committee based on interviews with a variety of associations to ensure SCRA was competitive in its compensation programs.



American Medical Informatics Association — Oct 2012/Jun 2005 -- 5M budget, 15 staff—Multiple Assignments

 

Contact:

Kevin Fickenscher, MD

President and CEO

4720 Montgomery Lane - Suite 500

Bethesda, MD  20814

(301) 657-1291 Ext 101 – Office

(301) 657-1296 – Fax

(415) 450-1515 – Mobile

drkevin@amia.org

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducted a strategic research, organizational assessment, restructuring and planning assignment for the association complete with interviews, focus groups, a quantitative survey and environmental and web scans, to position the association for future operations. Using an alternative futures approach, the assessment addressed the environment, in which the association was operating and opportunities for improvement in operations, structure and governance for the future through the creation of their new strategic plan. 



Lamaze International—April/May 2012—2M budget, 6 staff

 

Contact:

Linda Harmon, MPHExecutive Director/CEOLamaze International2025 M Street, NW, Washington, DC, 20036Phone: 202.367.1244 Email:  lharmon@lamaze.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducted a review of the associations governance structure and operations to prepare them for future operations. Worked with the Board and educational/certification components to revise the structure to create communication paths and synergies, propose key policies and procedures and assist the association in their governance self-examination. Compiled a variety of benchmarks and best practices and conducted facilitations to compare best practice with the current governance and operational structure.

 


Association for Prevention Teaching and Research– March 2012, November 2011—2M Budget—10 Staff—3,000 Members—Multiple Assignments


Contact:

Sharon Hull

President

330.907.5532

shull1@neomed.edu , or,

Allison L. Lewis

Executive Director,

Association for Prevention Teaching and Research,

1001 Connecticut Avenue, NW, Suite 610

Washington, DC 20036

202.463.0550 x133 Phone

All@aptrweb.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducted a strategic research and planning assignment for the association complete with interviews, an environmental scan, and governance and management assessment to position the association for future operations. The assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, finance, admin, membership, marketing, affiliate operations, conventions and meetings, education and certification will be examined. 

 

American Psychoanalytic Association—January 2012, Sept 2011, February 2011—5M budget, 14 staff—2,500 Members—Multiple Assignments

 

Contact:

Dean K. Stein

Executive Director

American Psychoanalytic Association

309 East 49th Street

New York, NY  10017

212-752-0450, Ext. 30

deankstein@apsa.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a one year assessment, research and strategic planning and governance assignment using in-depth interviews, focus groups and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. Work with the association to link the plan to the budget and tactical initiatives created from priority objectives.

 

Association of Private Sector Colleges and Universities—November 2011—50 staff –850 Member Institutions

Contact: 
Bruce Leftwich
Vice-President, Government Relations
1101 Connecticut Avenue, NW, Suite 900
Washington, DC 20036
Office: 202.336.6801
bruce.leftwich@apscu.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE: Conducted a government affairs planning and strategy assignment for the association complete with interviews and a full day program for all of the key industry players to map out strategies in key governmental and regulatory areas.

International Urogynecological Association– Sept 2011, April 2011—4M Budget—5 Staff—3,000 Members Worldwide—Multiple Assignments

 

Contact:

Soren Brostrom, MD, PhD, MPA

Urogynecologist, Associate Professor

Herlev Hospital, University of Copenhagen

Secretary-Treasurer

International Urogynecological Association

Mobile: +45-42454245

soren@brostrom.dk

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducted a year long strategic research and planning assignment for the association complete with interviews, focus groups, an environmental scan, a quantitative survey of members and affiliates in preparation for a three day board facilitation of the strategic plan going forward. Conducting an operational and governance assessment for the Board using in-depth interviews with the staff and Board and others. The assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, finance, admin, membership, marketing, affiliate operations, conventions and meetings, education and certification will be examined. Will assist the association to address its headquarters and staffing options for the future as a result of the strategic planning assignment.

 

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.

 

International Association for Exhibition & Events (Formally NAEM) –January 2011 and October 2007—4M budget, 18 staff—Multiple Assignments

 

Contact:

Cathy Breden, CAE, CMP, COO, and

Steven Hacker, CAE, President

8111 LBJ Frwy

DallasTX 75251

972.687.9201

Cbreden@iaee.orgshacker@iaee.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted an individual and collective board performance appraisal. Created a 45 question customized board evaluation instrument and a 20 question individual evaluation system. Board members sent the instrument back to AMMR and a report was created highlighting strengths and opportunities for improvement.  Conducted a full 18 month strategic assessment using in-depth interviews, focus groups and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. Conducted a facilitation with a variety of members in different cities and a facilitated strategic planning team program. The plan will link the objectives of the association with the operational plan for the coming several years.

 

American Logistics Association—December 2010, June 2010--December 2009, December 2008 and November 2007—4M Budget, 15 staff (Multiple Assignments)

 

Contact:

Maurice Branch

Chief Operations Officer (VP-Ops)

1133 15th Street, NW

Washington DC 20006

202.416.4162

 

Services rendered by Stephen C. Carey, Ph.D. CAE, Karen Clayton, CAE: Conducted a complete review and facilitated, with a task force of past chairs, a rewrite of the association bylaws and policies and procedures to separate bylaws from policies and procedures, compared with best practice and benchmark bylaws of in class associations—will facilitate board and membership town hall discussions and recommendations. Conducted a governance presentation and facilitation on roles and responsibilities of the association Board and Officers for the past three years. Provided the initial training module in 2007 and continue to train new boards each year.

 

The New York Society of Securities Analysts – June 2010—6.6M Budget –20 Staff

 

Contact:
Nanci D. Morris, CFA 
President
973-635-2557
201-400-8672 cell
nmorris218@msn.com

 

Services rendered by Stephen C. Carey, Ph.D, CAE: Met with the President and key volunteers and the Executive Director and conducted a review of key issues of the Society surrounding Policy Governance and conducted a Board facilitation regarding the revision of its Ends and Means. Assisted the Board in identifying key issues for resolve and developing a road map for creating the focus for the future.

  

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

 

Services rendered by Stephen C. Carey, Ph.D. CAE, Karen Clayton, CAE and Len Rickman MS: Conducting 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.

 

AGA-- Association of Government Accountants—March 2010, December 2009—5M budget, 30staff

 

Contact:

Relmond Van Daniker

Executive Director

AGA - Advancing Government Accountability

2208 Mt. Vernon Avenue

Alexandria, Virginia 22301-1314

Phone: 703.684.6931, ext. 321

Toll Free: 800.AGA.7211

Fax: 703.548.9367

E-mail: RVanDaniker@agacgfm.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted National Executive Committee governance facilitation to identify key issue in the governance and planning areas. Conducted interviews with the volunteer leadership and staff and provided the National Executive Committee with a strategic planning facilitation in anticipation to strategic planning and management research. The facilitation encompassed key 2010 strategic issues associations are tackling, do’s and don’ts and key strategic planning components. Also discussed were management and staff roles in planning and how to measure performance of tactical initiatives against the plan.

 

National Osteoporosis Foundation–January 2010, September 2009 and May 2009—5M, 20 staff (Multiple Assignments)

 

Contact:

Honorable Daniel Mica

Chairman of the Board, and CEO
Credit Union National Association

1232 22nd St, NW

Washington, DC  20037
Phone: (202) 508-6704

DMica@cuna.coop

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Facilitated a strategic and operational assessment and intervention with the Foundation using in-depth interviews with the staff and Board and others. The assessment addressed the current environment, in which the Foundation operates and opportunities for improvement in operations, structure and governance. Assisted in the sale of the Foundation’s headquarters building and move to temporary and again to permanent space. Conducted a search for the new Executive Director and facilitated the research (interviews, focus groups and quantitative member/donor needs assessment) and strategic plan and facilitated session to be used to create the strategic plan of the Foundation. Acted as interim supervisors during the initial move and interim after the new Executive Director was selected and when she came on board.

 

The Children’s Inn at NIH—November 2009, February 2007 (Multiple Assignments)—10 Million Endowment—15 staff, 350 Volunteers

 

Contact:

Tammy Pinson, MS, SPHR

National Institutes of Health

7 West Drive           

Bethesda, MD 20814

Phone: 301.451.9458

Fax:     301.402.6884

 

Services Delivered by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Provided a board governance and fundraising facilitation to engage the Board fully in governance and fundraising functions. Previously, provided assistance to the Inn in the personnel and organizational structural areas. Performed an overall personnel, financial and operational management review and analysis in preparation for the expansion of the Inn’s physical space and staff and volunteer operations, which occurred in 2005.  Included interviews with volunteers and community leaders, focus groups with family residents and an operational, personnel and compensation audit. Recommendations provided in the staff structural and financial areas and the physical plant environment.

 

American Society for Clinical Pharmacology and Therapeutics --  5M Budget—11 Staff—March 2009

 

Contact:

Sharon J. Swan, CAE

Executive Director

American Society for Clinical Pharmacology and Therapeutics

528 North Washington Street

Alexandria, VA  22314

703.836.6981 phone

703.836.5223 fax

sharon@ascpt.org

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE:  Conducting two facilitations on volunteer leadership and governance trends and issue to the Board and to key leaders of the association. Sessions target content in the governance and best practices in association management as well as development o fundamental leadership skills.

 

National Cattlemen’s Beef Association -- 80M Budget—125 Staff-- October 2008, December 2008, January 2009, (multiple assignments)

 

Contact:

Kendal Frazier

Senior Vice President, Leadership and Governance

National Cattlemen's Beef Association

9110 East Nichols Avenue

Centennial, CO 80112

Direct Line: 303-850-3350

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE:  Provided programs on board meeting and executive committee management and the role of board, performance and assessment tools and techniques, committee operations and board leadership and management techniques and facilitated two programs for The Professional Development Workshop for State Executives (October 2008). Provided marketing and communications training for core affiliate associations in the areas of true value definition, quantification and delivery, advanced segmentation tools, pricing considerations, product line marketing planning. (June 2008).  

 

 

National Association of State Title I Directors—Budget 1M—2 Staff—October 2008

 

Contact:

Richard M. Long, Ed.D.

Executive Director

P.O. Box 5320

Arlington, VA 22205

202.624.8911

richlong@titlei.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitated a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, and an 18 area environmental pulse scan to prepare the association for their strategic planning program and implementation. The facilitation aimed at developing the longer term vision and key action areas for the association along with selecting the correct management structure and environment moving forward.

 

Academy of Certified Hazardous Materials Managers–September  2008—8.5M budget, 40 staff

 

Contact:

Cedric Calhoun, CAE

Executive Director

9650 Rockville Pike

Bethesda, MD  20814

(301)634-7428 (Direct)

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating and coaching a 5 month strategic assessment and strategic plan development assignment with the Strategic Planning Committee and the Board using in-depth interviews, informal focus groups, and an 18 area environmental scan to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key goal areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming several years. Also, conducting a governance and leadership training program for the Board.

 

American Association of Community Colleges—July 2008 and August 2008—10M Budget –50 Staff—Multiple Assignments

 

Contact:

George R. Boggs
President and CEO
One Dupont Circle, NW, Suite 410
Washington, DC 20036
(T) 202.728.0200, ext. 235
(F) 202.452.1461

gboggs@aacc.nche.edu
http://www.aacc.nche.edu

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a full strategic and operational planning review. Created priority objectives and tactical initiatives for key goal areas in all functional areas and provided suggestions as to how the association could organize more efficiently and effectively for the future. Working with the Board on governance management including duties and responsibilities of board members, fiduciary responsibilities, management and staff areas of responsibility and motivation of volunteer leaders. Also provided governance research and a governance workshop for the Board in governance best practices and roles and responsibilities of the Board and operating committees and councils.

 

Combined Federal Campaign of the National Capital Area-- June 2008— 50M Budget--30 Staff and 30 Loaned Executives

 

Contact:

Henry Rubin

Associate Director

750 17th Street, NW, Suite 200

Washington, DC  20006

202.465.7223

henry.rubin@cfcnca.org

www.cfcnca.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a leadership, management and team building facilitation with the senior staff of the organization, in order to assist the CFCNCA better manage and develop its Loaned Executive program and provide them with tools to better manage its outreach units.

 

 

Visiting Nurses Associations of America -- June 2008— 4 M Budget--18 Staff

 

Contact:

Andy Carter

President and CEO

900 19th Street, NW, Suite 200

Washington, DC  20006

Phone:  (202) 384-1425

Fax:    (202) 384-1444

ACarter@vnaa.org

www.vnaa.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a membership and governance assessment of the association, and conducted a Board facilitation to review and discern the membership criteria, policies, procedures, dues structure and direction of the association going forward to assist in bringing the association to the next performance level.

 

American Orthinologist’s Union – March 2005, August 2004, March 2004—5M, 8 Staff

 

Contact:
Brett Burk
Executive Director
1313 Dolley Madison Blvd, Ste 402
McClean, VA 22101
Phone: 703.790.1745
bburk@burkinc.com

 

Services rendered by Stephen C. Carey, Ph.D., Jeffrey Morrison, Karen Clayton, CAE: (January 2005) Conducted an on-line quantitative value equation member needs assessment to identify programs and services of value to members. Revising the programs and services of the association based on member needs. (August 2004) Conducted an environmental scan and a strategic planning assignment resulting in the AOU’s planning document for the future. Assisted in creating the work plan for the coming year and tying the work plan to the strategic plan and budget. Assisted the leadership in explaining the plan and methodology to the leadership and Society Fellows (400+). (March 2003) Conducted In-depth interviews with the leadership of the association in preparation for an association trends and issues facilitation in the areas of association governance, communications and marketing. Facilitated a meeting of the Board of Directors, presenting a detailed look at the future of professional and scientific societies and their future operations.

 

 

Council of Scientific Society Presidents— December 2004, May 2004, November 2003—Multiple Assignments

 

Contact:
Marty Apple 
President 
1155 16th St. NW 
Washington, DC 20036 
Phone: 202-872-4452 /E-mail: cssp@acs.org

 

Services provided by: Stephen C. Carey, Ph.D., CAE: “By invitation only” presentation to the presidents of the scientific societies in the United States on future issues and trends in association management in the areas of governance, marketing and communications management, and methodologies to assist associations going forward. Invited back for an encore presentation in May and invited back to do an alternative futures strategic planning exercise and presentation next November.

 

 

PDA, an International Association for Pharmaceutical Science and Technology--November 2004—August 2004—November 2002—8 Million—30 Staff (MULTIPLE ASSIGNMENTS)

 

Contact:
Lance K. Hoboy
Vice President, Finance and Strategic Planning
3 Bethesda Metro Center, Ste 1500
Bethesda, MD 20814
Phone: 240.793.8430 
hoboy@pda.org

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE, Leonard Rickman, MA, and Karen Clayton, CAE and Jeffrey Morrison: (November 2004) Facilitated a strategic planning assignment with the SP committee to prepare PDA for its future missions and goals. (August 2004) Conducted in-depth interviews, focus groups and a quantitative market research needs assessment for the association. Conducted an environmental scan of the association in anticipation of the updating of the strategic plan. Assisted in evaluating the association’s educational delivery systems and constructing the value equation of benefits visa vis dues. In September, 2002, conducted a complete structural analysis of the association to ensure all organizational components are properly aligned, and that the job components of each department were appropriately arrayed. Provided a detailed series of findings and recommendations including the plan for completely restructuring the staffing component, and recommendations for reviewing and revising policies and procedures in the membership, marketing, communications and I/T areas. Used the new Demographics Overlay™ methodology for survey report preparation.

 

 

The National Business Travel Association, October 2004, September 2000, April 1999, April/ September/October 1998, September 1997, September 1996 --- $8 million, 20 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Hank Roeder, Deputy Director
110 N. Royal St., 4th Floor 
Alexandria, VA 22314
Phone: 703-684-0836

 

Services rendered by Stephen C. Carey, Ph.D., Leonard Rickman, MA, and Karen Clayton, CAE: Six assignments. Since AM+MR began work with this association, NBTA’s budget has grown from 2 million to 8 million, with the creation of a new foundation with current commitments for 8 million. Conducted in-depth interviews, focus groups and a quantitative market research needs assessment in the membership and international areas. Conducted a complete review and analysis for the association examining their international structure with models, findings and recommendations as to how they should structure for the future, and a competitor analysis. Used the new Demographics Overlay™ methodology for survey report preparation. Conducted a detailed governance and strategic planning review for the governing board outlining achievements over the past two years, and areas of concentration for the future. In a separate study, examined the communication and information management functions of the association, with recommendations and action plans for revising the structure of those functions. Assisted with executive search in the hiring of new directors for the foundation and the education function. Developed a psychographics segmentation system for the association in June 1997. Analyzed the membership’s recruitment and retention function in May 1997. Conducted public relations, communications and a marketing analytical study with end result of repositioning NBTA’s image among industry associations and national media and, revising their marketing and strategic planning strategy to meeting current conditions in September 1996. Conducted a full day Board Retreat to review and integrate findings into the association’s action plan as well as a full briefing on the findings of the report. Conducted Board governance training and a practical exercise in board management in September 1998. Invited back to provide governance and team building training for the Board and committee chairs in September 1999, and to conduct the search for their new Education Director in April 2000.

 

 

National Emergency Number Association (NENA)— June 2004 / February 2004/ October 2003 / July 2003--3.5 Million—17 Staff (Multiple Assignments)

 

Contact:
Terry Peters, CAE
Executive Director 
2100 Fairfax Dr. Ste 700
Arlington VA 2207
terrypeters75@hotmail.com

 

Services provided by: Stephen C. Carey Ph.D., CAE, Jeffrey Morrison and Alejandro Buschel, MBA: Assisted the association in relocating from Columbus, Ohio to Rosslyn, VA. Assisted in the restructuring of the staff component of the organization, coordinating the move and space requirements and consulting on the installation of all communications and I/T related equipment. Assisted in the layout and design of the space and coordinated with all vendor representatives for the move. Conducted research on grant programs for the association, and provided marketing and communication consulting services for creating nondues income opportunities for the association. Performed an Information/Technology scan of all equipment and software, assisted the association in the preparation of an RFP to reconfigure its hardware and software configuration and performed a forensic analysis to detect a security breach in the system firewall." Worked with the ED to create a strategic planning methodology to present to the Board and leadership at the Annual meeting in Florida.

 

 

Health Physics Society-- April 2004—2M, 4Staff

 

Contact:
Richard Burk
Executive Director
1313 Dolley Madison Blvd, Ste 402
McClean, VA 22101
Phone: 703.790.1745

 

Conducted In-depth interviews with the leadership of the association in preparation for an association strategic planning assignment. Conducted a trends and issues facilitation for the Strategic Planning Committee and the Board of Directors in the areas of association governance, communications and marketing, taking a detailed look at the future of professional and scientific societies and their future operations. Facilitated the SPC meeting in developing the new strategic plan with findings and recommendations for presentation to the Board.

 

 

United States Chamber of Commerce, Institutes for Organization Management, August 2003, June 2000, September, January 1999 – $90 million, 400 staff (MULTIPLE ASSIGNMENTS)

 

Contact:
J.P. Moery, CAE, Vice President, 
Association Relations and Institutes of Association Management
1615 H Street, N.W., 
Washington D.C. 20062
Phone: 202-463-5560

 

Services delivered by Stephen C. Carey, Ph.D., CAE: Researched and facilitated USCC initial efforts to develop a unified/federated membership program with state, local, regional and metro chambers. Selected to teach the marketing, “key association issues,” and the leadership courses at the January 2001 Institutes of Association Management. AM+MR was selected and delivered the first “Taste of Institute” program in the industry. This prototype, hybrid program combined the membership and marketing curriculums of the chamber into a full day program to show prospective Institute students what the four year program is all about. AM+MR was also selected to write the association marketing management curriculum for the new Institutes for Organization Management. The marketing management course entitled “Integrated Association Marketing Strategies", encompasses 21st century integrated E-association marketing management strategies in the areas of integrated E-business applications, defining and delivering true value to younger and new members, targeting and segmentation, product line marketing and other critical marketing functions. Selected to write the membership and marketing curriculum for the 2003 Institutes classes atVillinova University, and the 2-1/2 day 2001 Institutes of advanced Management curriculum.

 

 

National Association for College Admission Counseling—August 2003 –2.5 Million--20 Staff

 

Contact: 
Joyce Smith
Executive Director
1631 Prince St.
Alexandria, VA 22314

 

Services provided by: Stephen C. Carey, Ph.D., CAE: Provided facilitation and speaking services for the chapter components for their Leadership Development Institute. Facilitation will center on current trends and practices in board assessment and governance of associations, particularly on assessing board effectiveness.

 

 

7 X 24 Exchange—July 2003—1 Million –4 Staff

 

Contact: 
Joel Dolci, CAE
Executive Director
322 Eighth Avenue
New York, NY 10001
Phone: 212.486.3818

 

Services provided by Stephen C. Carey, Ph.D, CAE: Provided an analysis of the association’s chapter structure and provided recommendations for its restructuring. Through a series of in-depth interviews with chapter and association leaders, facilitated a chapter structuring, benefits and services, and chapter charter for implementation by the association.

 

 

Experimental Aircraft Association (EAA)—May 2003—100 Million—250 Staff

 

Contact: 
Brian Wierzbinski
Executive Vice President 
PO Box 3086
Oshkosh, WI 54903
Phone: 920.426.4812

 

Services provided by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE and Len Rickman, MA: Conducting a full strategic assessment in eight phases for the association. Using in-depth interviews, focus groups, an environmental scan and a quantitative needs assessment, conducted a strategic planning and future scenario building exercise for the leadership of the association. Used the new Demographics Overlay™ methodology for survey report preparation. Also conducted a full program by program assessment and restructuring analysis of the governance, marketing, communications and development components of the organization to position it for future operations. This is a year-long assignment conducted in eight phases.

 

 

Association for Quality and Participation (AQP) -- March 2003 – 4 Million—20 Staff

 

Contact:
Bill Miller, CAE
Managing Director
2368 Victory Parkway, Suite 200
Cincinnati, OH 45206
Phone: 513-381-1979

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a governance review and strategic and future scenario planning assignment for the association. Facilitated a strategic planning workshop for the Vision Team of the Association to develop its purpose, values, strategic focus, goals and objectives.

 

National Association of Independent Schools,-- October 2002—15 Million—80 Staff

 

Contact:
Heather Hoerle
Vice President, Member Relations
1620 L St. NW
Washington DC 20036
Phone: 202.973.9742

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a training program for the association’s State and Chapter Association Executive and Volunteer leaders (SARAN) on Current Association Trends, Practices and Issue’s” including a program on nondues income sources and member benefits and dues value formation and delivery. The program examined key issues in association management since 9-11, benchmark case studies and best practices and provide a variety of future scenario planning exercises in nondues income and other trend and issue areas.

 

American Occupational Therapy Association—June 2002—15 Million, 90 Staff

 

Contact:
Joseph Isaacs
Executive Director 
4720 Montgomery Lane
Bethesda, MD 20824
Phone: 301-251-8636

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a governance orientation for the Board of Directors and key staff covering the variety of governance related planning and execution required of associations to include: trends in nonprofit governance and staff management, alternative future scenario building, roles and responsibilities of directors, officers and staff, determining the needs of members and volunteers and incorporating needs into governance plans and evaluations, recruitment, selection and retention of volunteers, and building governance and strategic work plans and tying them to annual programs of work and the budget

 

Association of Water Technologies—June 2002—1 Million, 6 staff

 

Contact
Elise J. Lindsey, CMP, Executive Director
Tony MacNamara, President
8201 Greensboro Drive, Ste 300 
McLean, VA 22102
Phone: 703.610.9012 
Fax: 703.610.9005

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: 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.

 

 

Association for Investment Management and Research— January 2002, January 2001, $30 million, 116 staff (Multiple Assignments)

 

Contact: 
Charles “Chip” Deale, CAE, 
Vice-president, Member and Candidate Services
560 Ray C. Hunt Dr., 
Charlottesville, VA 22903-0668
Phone: 804-951-5342

 

Services delivered by: Stephen C. Carey, Ph.D., CAE: September 2001: Conducted a variety of In-depth interviews with Chapter presidents to research the “best practices” in nondues income generating products and services. In the future, will be delivering a block of instruction to the worldwide meeting of all chapters and affiliates outlining the results of the research and sharing best practices in product and service development. January 2001: Conducted a variety of in-depth interviews with Chapter Presidents to research chapter status and operations in the recruitment, retention and motivation of volunteer’s areas. Compiled a list of chapter “best practices in these areas, and presented a program to 75 chapter and AIMR leaders. The program was videotaped and transformed into an audio-visual Web cast, complete with slide AV and slides of the presentation, which viewers could download and use to present their own materials.

 

 

New York Society of Association Executives, October 2001, February 2000, February 1999

 

Contact:
Joel Dolci, CAE
President and CEO
322 Eighth Ave, Ste 1400
New York, NY 10001
Phone: 212-206-8230

 

Services delivered by: Stephen C. Carey, Ph.D., CAE: Provided a keynote presentation on, “Post September 11--Governing and Marketing the Association in the New Millennium.” Provided governance, marketing and communications training for association executives on true value definition, quantification and delivery, advanced segmentation tools, pricing considerations and product line marketing planning (2001). Taught programs for I Love New York Day on nondues revenue and the future of association management (2000/1999)

 

 

Washington Area New Automobile Dealers Association, -- June 2001, $3.5million, 20 staff

 

Contact: 
Gerard N. Murphy, 
CAE, President
5301 Wisconsin Ave, NW, 
Washington D.C. 20015
Phone: 202-237-7200

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted in-depth interviews with key stakeholders and a strategic planning retreat with the Board and selected leaders, and a team building staff retreat. Conducted an environmental scan of the industry for use by both the staff and the Board in their respective retreats.

 

 

Society for Neuroscience -- May 2001, $12 million, 45 staff

 

Contact: 
Marty Saggese, 
Executive Director, or 
Raymond Dingledine, Ph.D., 
Chair, Self-Assessment Committee and President, SFN
Marty at 202.962.4000 
Ray at 404.727-5982

 

Services Delivered by: Karen Clayton, CAE, & Stephen C. Carey, Ph.D., CAE: Assisted the volunteer Self-Assessment committee, Council and staff in conducting a comprehensive governance, administrative and organizational management audit, review and analysis. Restructured the staff organization, provide a variety of management policies, procedures and sample templates to help improve management systems. Recommended a variety of governance enhancing recommendations for the Council to consider in restructuring governance operations. Assisted the Executive Committee in its search for the new Executive Director and in structuring a CEO salary and benefits package.

 

Pennsylvania, Alabama and Tallahassee, Empire State, New York Societies of Association Executives, Texas Societies, July, March, and January 1999, August, September 1998

 

Contact: 
Susan Tobin—Tallahassee—850-561-124
Joe Quattrocci—Pennsylvania –717-232-4550
Larry Vinson—Alabama—334-272-7128
Joel Dolci, CAE—NYSAE—212-206-8230
Penny Murphy, CAE—Greater NY—518-463-1755
Robert Floyd/Connie Haymes—Texas—420-324-5678

 

Services delivered by: Stephen C. Carey, Ph.D., CAE: Provided marketing and communications training for association executives and service providers in the areas of true value definition, quantification and delivery, advanced segmentation tools, pricing considerations, product line marketing planning and for suppliers, lead source generation. Also provided a keynote presentation on, “Governing and Marketing the Association in the New Millennium.”

 

The International Communications Industries Association, May 1998—$7 million, 40 staff

 

Contact: 
Walter Blackwell, 
Executive Director
11242 Waples Mill Road, Suite 200; 
Fairfax VA 22030
Phone: 703-273-7200

Services Delivered by: Stephen C. Carey Ph.D., CAE: Conducted an analysis of the governance structure, conducted in-depth interviews with the staff and board, as well as key committee chairs, and conducted detailed governance management training for the board, leadership and senior staff of the association.

 

 

Specialty Advertising Association of Greater New York, April 1998 --- $2 million, 5 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Walter Schatz, 
Executive Director 
523 Route 303, 
Orangeburg, NY, 10962. 
Phone: 914-359-5300

 

Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Performed a comprehensive governance, organizational, structural and marketing review and analysis of all functional areas of the association. Study included a detailed analysis of all the association’s product, service and program lines, and provided detailed recommendations for the restructuring of the association and the repositioning of its marketing efforts.

 

The Associated Builders and Contractors Inc., Six assignments: September 1997, January, April and June, August, October 1998 – $35 million, 80 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Mike Dunbar,
Vice President, Planning
1300 N. Seventeenth St., 
Rosslyn, VA, 22209
Phone: 703-812-2002

 

Services delivered by: Stephen C. Carey, Ph.D., CAE and Karen S. Clayton, CAE: Conducted a full marketing review and analysis of the association. Developed a new structure and provided industry marketing strategy to position the association for future marketing operations. Selected by the association to assist the volunteer audit team and conducted a full governance and operational audit of the association. Facilitated the assn’s strategic planning process in May, 1998, and was selected to write and teach the association strategic and operational planning process to ABC chapter staff and volunteers. Facilitated and taught governance and marketing subjects at the association’s State Executive Director’s conference.

 

The American Gear Manufacturers Association, July 1997, September 1997 --- $3 million, 18 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Joe Franklin, Jr. CAE
President, AGMA, 
and Wendy S. Allen, 
Executive Director
1500 King St, Ste 201 
Alexandria, VA 22314
Phone: 703-684-0211

 

Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Under the auspices of a highly competitive grant from the American Society of Association Executives, conducted a full review and analysis of AGMA governance structure, marketing position and operations. Developed a model small-medium sized association kit for associations to use in restructuring their staff as they grow and take on new missions. Conducted a strategic planning session for Executive Committee to integrate audit findings into the Strategic and Operational plans.

 


National Association of Medical Staff Services—January 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.

 

International Association for Exhibition & Events (Formally NAEM) –January 2011 and October 2007—4M budget, 18 staff—Multiple Assignments

 

Contact:

Cathy Breden, CAE, CMP, COO, and

Steven Hacker, CAE, President

8111 LBJ Frwy

Dallas, TX 75251

972.687.9201

Cbreden@iaee.orgshacker@iaee.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted an individual and collective board performance appraisal. Created a 45 question customized board evaluation instrument and a 20 question individual evaluation system. Board members sent the instrument back to AMMR and a report was created highlighting strengths and opportunities for improvement.  Conducted a full 18 month strategic assessment using in-depth interviews, focus groups and a quantitative needs assessment survey to prepare the association for their strategic planning program and implementation. Conducted a facilitation with a variety of members in different cities and a facilitated strategic planning team program. The plan will link the objectives of the association with the operational plan for the coming several years.

 

American Logistics Association—December 2010, June 2010--December 2009, December 2008 and November 2007—4M Budget, 15 staff (Multiple Assignments)

 

Contact:

Maurice Branch

Chief Operations Officer (VP-Ops)

1133 15th Street, NW

Washington DC 20006

202.416.4162

 

Services rendered by Stephen C. Carey, Ph.D. CAE, Karen Clayton, CAE: Conducted a complete review and facilitated, with a task force of past chairs, a rewrite of the association bylaws and policies and procedures to separate bylaws from policies and procedures, compared with best practice and benchmark bylaws of in class associations—will facilitate board and membership town hall discussions and recommendations. Conducted a governance presentation and facilitation on roles and responsibilities of the association Board and Officers for the past three years. Provided the initial training module in 2007 and continue to train new boards each year.

 

The New York Society of Securities Analysts – June 2010—6.6M Budget –20 Staff

 

Contact:
Nanci D. Morris, CFA 
President
973-635-2557
201-400-8672 cell
nmorris218@msn.com

 

Services rendered by Stephen C. Carey, Ph.D, CAE: Met with the President and key volunteers and the Executive Director and conducted a review of key issues of the Society surrounding Policy Governance and conducted a Board facilitation regarding the revision of its Ends and Means. Assisted the Board in identifying key issues for resolve and developing a road map for creating the focus for the future.

  

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

 

Services rendered by Stephen C. Carey, Ph.D. CAE, Karen Clayton, CAE and Len Rickman MS: Conducting 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.

 

AGA-- Association of Government Accountants—March 2010, December 2009—5M budget, 30staff

 

Contact:

Relmond Van Daniker

Executive Director

AGA - Advancing Government Accountability

2208 Mt. Vernon Avenue

Alexandria, Virginia 22301-1314

Phone: 703.684.6931, ext. 321

Toll Free: 800.AGA.7211

Fax: 703.548.9367

E-mail: RVanDaniker@agacgfm.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted National Executive Committee governance facilitation to identify key issue in the governance and planning areas. Conducted interviews with the volunteer leadership and staff and provided the National Executive Committee with a strategic planning facilitation in anticipation to strategic planning and management research. The facilitation encompassed key 2010 strategic issues associations are tackling, do’s and don’ts and key strategic planning components. Also discussed were management and staff roles in planning and how to measure performance of tactical initiatives against the plan.

 

National Osteoporosis Foundation–January 2010, September 2009 and May 2009—5M, 20 staff (Multiple Assignments)

 

Contact:

Honorable Daniel Mica

Chairman of the Board, and CEO
Credit Union National Association

1232 22nd St, NW

Washington, DC  20037
Phone: (202) 508-6704

DMica@cuna.coop

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Facilitated a strategic and operational assessment and intervention with the Foundation using in-depth interviews with the staff and Board and others. The assessment addressed the current environment, in which the Foundation operates and opportunities for improvement in operations, structure and governance. Assisted in the sale of the Foundation’s headquarters building and move to temporary and again to permanent space. Conducted a search for the new Executive Director and facilitated the research (interviews, focus groups and quantitative member/donor needs assessment) and strategic plan and facilitated session to be used to create the strategic plan of the Foundation. Acted as interim supervisors during the initial move and interim after the new Executive Director was selected and when she came on board.

 

The Children’s Inn at NIH—November 2009, February 2007 (Multiple Assignments)—10 Million Endowment—15 staff, 350 Volunteers

 

Contact:

Tammy Pinson, MS, SPHR

National Institutes of Health

7 West Drive           

Bethesda, MD 20814

Phone: 301.451.9458

Fax:     301.402.6884

 

Services Delivered by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Provided a board governance and fundraising facilitation to engage the Board fully in governance and fundraising functions. Previously, provided assistance to the Inn in the personnel and organizational structural areas. Performed an overall personnel, financial and operational management review and analysis in preparation for the expansion of the Inn’s physical space and staff and volunteer operations, which occurred in 2005.  Included interviews with volunteers and community leaders, focus groups with family residents and an operational, personnel and compensation audit. Recommendations provided in the staff structural and financial areas and the physical plant environment.

 

American Society for Clinical Pharmacology and Therapeutics --  5M Budget—11 Staff—March 2009

 

Contact:

Sharon J. Swan, CAE

Executive Director

American Society for Clinical Pharmacology and Therapeutics

528 North Washington Street

Alexandria, VA  22314

703.836.6981 phone

703.836.5223 fax

sharon@ascpt.org

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE:  Conducting two facilitations on volunteer leadership and governance trends and issue to the Board and to key leaders of the association. Sessions target content in the governance and best practices in association management as well as development o fundamental leadership skills.

 

National Cattlemen’s Beef Association -- 80M Budget—125 Staff-- October 2008, December 2008, January 2009, (multiple assignments)

 

Contact:

Kendal Frazier

Senior Vice President, Leadership and Governance

National Cattlemen's Beef Association

9110 East Nichols Avenue

Centennial, CO 80112

Direct Line: 303-850-3350

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE:  Provided programs on board meeting and executive committee management and the role of board, performance and assessment tools and techniques, committee operations and board leadership and management techniques and facilitated two programs for The Professional Development Workshop for State Executives (October 2008). Provided marketing and communications training for core affiliate associations in the areas of true value definition, quantification and delivery, advanced segmentation tools, pricing considerations, product line marketing planning. (June 2008).  

 

 

National Association of State Title I Directors—Budget 1M—2 Staff—October 2008

 

Contact:

Richard M. Long, Ed.D.

Executive Director

P.O. Box 5320

Arlington, VA 22205

202.624.8911

richlong@titlei.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitated a strategic assessment and strategic plan development assignment with the Board using in-depth interviews, and an 18 area environmental pulse scan to prepare the association for their strategic planning program and implementation. The facilitation aimed at developing the longer term vision and key action areas for the association along with selecting the correct management structure and environment moving forward.

 

Academy of Certified Hazardous Materials Managers–September  2008—8.5M budget, 40 staff

 

Contact:

Cedric Calhoun, CAE

Executive Director

9650 Rockville Pike

Bethesda, MD  20814

(301)634-7428 (Direct)

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Facilitating and coaching a 5 month strategic assessment and strategic plan development assignment with the Strategic Planning Committee and the Board using in-depth interviews, informal focus groups, and an 18 area environmental scan to prepare the association for their strategic planning program and implementation. The facilitation is aimed at developing the longer term vision and key goal areas for the association. The plan will allow the association to link the key goal areas and prioritized objectives of the association with the operational plan for the coming several years. Also, conducting a governance and leadership training program for the Board.

 

American Association of Community Colleges—July 2008 and August 2008—10M Budget –50 Staff—Multiple Assignments

 

Contact:

George R. Boggs
President and CEO
One Dupont Circle, NW, Suite 410
Washington, DC 20036
(T) 202.728.0200, ext. 235
(F) 202.452.1461

gboggs@aacc.nche.edu
http://www.aacc.nche.edu

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a full strategic and operational planning review. Created priority objectives and tactical initiatives for key goal areas in all functional areas and provided suggestions as to how the association could organize more efficiently and effectively for the future. Working with the Board on governance management including duties and responsibilities of board members, fiduciary responsibilities, management and staff areas of responsibility and motivation of volunteer leaders. Also provided governance research and a governance workshop for the Board in governance best practices and roles and responsibilities of the Board and operating committees and councils.

 

Combined Federal Campaign of the National Capital Area-- June 2008— 50M Budget--30 Staff and 30 Loaned Executives

 

Contact:

Henry Rubin

Associate Director

750 17th Street, NW, Suite 200

Washington, DC  20006

202.465.7223

henry.rubin@cfcnca.org

www.cfcnca.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a leadership, management and team building facilitation with the senior staff of the organization, in order to assist the CFCNCA better manage and develop its Loaned Executive program and provide them with tools to better manage its outreach units.

 

 

Visiting Nurses Associations of America -- June 2008— 4 M Budget--18 Staff

 

Contact:

Andy Carter

President and CEO

900 19th Street, NW, Suite 200

Washington, DC  20006

Phone:  (202) 384-1425

Fax:    (202) 384-1444

ACarter@vnaa.org

www.vnaa.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE: Conducted a membership and governance assessment of the association, and conducted a Board facilitation to review and discern the membership criteria, policies, procedures, dues structure and direction of the association going forward to assist in bringing the association to the next performance level.

 

American Orthinologist’s Union – March 2005, August 2004, March 2004—5M, 8 Staff

 

Contact:
Brett Burk
Executive Director
1313 Dolley Madison Blvd, Ste 402
McClean, VA 22101
Phone: 703.790.1745
bburk@burkinc.com

 

Services rendered by Stephen C. Carey, Ph.D., Jeffrey Morrison, Karen Clayton, CAE: (January 2005) Conducted an on-line quantitative value equation member needs assessment to identify programs and services of value to members. Revising the programs and services of the association based on member needs. (August 2004) Conducted an environmental scan and a strategic planning assignment resulting in the AOU’s planning document for the future. Assisted in creating the work plan for the coming year and tying the work plan to the strategic plan and budget. Assisted the leadership in explaining the plan and methodology to the leadership and Society Fellows (400+). (March 2003) Conducted In-depth interviews with the leadership of the association in preparation for an association trends and issues facilitation in the areas of association governance, communications and marketing. Facilitated a meeting of the Board of Directors, presenting a detailed look at the future of professional and scientific societies and their future operations.

 

 

Council of Scientific Society Presidents— December 2004, May 2004, November 2003—Multiple Assignments

 

Contact:
Marty Apple 
President 
1155 16th St. NW 
Washington, DC 20036 
Phone: 202-872-4452 /E-mail: cssp@acs.org

 

Services provided by: Stephen C. Carey, Ph.D., CAE: “By invitation only” presentation to the presidents of the scientific societies in the United States on future issues and trends in association management in the areas of governance, marketing and communications management, and methodologies to assist associations going forward. Invited back for an encore presentation in May and invited back to do an alternative futures strategic planning exercise and presentation next November.

 

 

PDA, an International Association for Pharmaceutical Science and Technology--November 2004—August 2004—November 2002—8 Million—30 Staff (MULTIPLE ASSIGNMENTS)

 

Contact:
Lance K. Hoboy
Vice President, Finance and Strategic Planning
3 Bethesda Metro Center, Ste 1500
Bethesda, MD 20814
Phone: 240.793.8430 
hoboy@pda.org

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE, Leonard Rickman, MA, and Karen Clayton, CAE and Jeffrey Morrison: (November 2004) Facilitated a strategic planning assignment with the SP committee to prepare PDA for its future missions and goals. (August 2004) Conducted in-depth interviews, focus groups and a quantitative market research needs assessment for the association. Conducted an environmental scan of the association in anticipation of the updating of the strategic plan. Assisted in evaluating the association’s educational delivery systems and constructing the value equation of benefits visa vis dues. In September, 2002, conducted a complete structural analysis of the association to ensure all organizational components are properly aligned, and that the job components of each department were appropriately arrayed. Provided a detailed series of findings and recommendations including the plan for completely restructuring the staffing component, and recommendations for reviewing and revising policies and procedures in the membership, marketing, communications and I/T areas. Used the new Demographics Overlay™ methodology for survey report preparation.

 

 

The National Business Travel Association, October 2004, September 2000, April 1999, April/ September/October 1998, September 1997, September 1996 --- $8 million, 20 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Hank Roeder, Deputy Director
110 N. Royal St., 4th Floor 
Alexandria, VA 22314
Phone: 703-684-0836

 

Services rendered by Stephen C. Carey, Ph.D., Leonard Rickman, MA, and Karen Clayton, CAE: Six assignments. Since AM+MR began work with this association, NBTA’s budget has grown from 2 million to 8 million, with the creation of a new foundation with current commitments for 8 million. Conducted in-depth interviews, focus groups and a quantitative market research needs assessment in the membership and international areas. Conducted a complete review and analysis for the association examining their international structure with models, findings and recommendations as to how they should structure for the future, and a competitor analysis. Used the new Demographics Overlay™ methodology for survey report preparation. Conducted a detailed governance and strategic planning review for the governing board outlining achievements over the past two years, and areas of concentration for the future. In a separate study, examined the communication and information management functions of the association, with recommendations and action plans for revising the structure of those functions. Assisted with executive search in the hiring of new directors for the foundation and the education function. Developed a psychographics segmentation system for the association in June 1997. Analyzed the membership’s recruitment and retention function in May 1997. Conducted public relations, communications and a marketing analytical study with end result of repositioning NBTA’s image among industry associations and national media and, revising their marketing and strategic planning strategy to meeting current conditions in September 1996. Conducted a full day Board Retreat to review and integrate findings into the association’s action plan as well as a full briefing on the findings of the report. Conducted Board governance training and a practical exercise in board management in September 1998. Invited back to provide governance and team building training for the Board and committee chairs in September 1999, and to conduct the search for their new Education Director in April 2000.

 

 

National Emergency Number Association (NENA)— June 2004 / February 2004/ October 2003 / July 2003--3.5 Million—17 Staff (Multiple Assignments)

 

Contact:
Terry Peters, CAE
Executive Director 
2100 Fairfax Dr. Ste 700
Arlington VA 2207
terrypeters75@hotmail.com

 

Services provided by: Stephen C. Carey Ph.D., CAE, Jeffrey Morrison and Alejandro Buschel, MBA: Assisted the association in relocating from Columbus, Ohio to Rosslyn, VA. Assisted in the restructuring of the staff component of the organization, coordinating the move and space requirements and consulting on the installation of all communications and I/T related equipment. Assisted in the layout and design of the space and coordinated with all vendor representatives for the move. Conducted research on grant programs for the association, and provided marketing and communication consulting services for creating nondues income opportunities for the association. Performed an Information/Technology scan of all equipment and software, assisted the association in the preparation of an RFP to reconfigure its hardware and software configuration and performed a forensic analysis to detect a security breach in the system firewall." Worked with the ED to create a strategic planning methodology to present to the Board and leadership at the Annual meeting in Florida.

 

 

Health Physics Society-- April 2004—2M, 4Staff

 

Contact:
Richard Burk
Executive Director
1313 Dolley Madison Blvd, Ste 402
McClean, VA 22101
Phone: 703.790.1745

 

Conducted In-depth interviews with the leadership of the association in preparation for an association strategic planning assignment. Conducted a trends and issues facilitation for the Strategic Planning Committee and the Board of Directors in the areas of association governance, communications and marketing, taking a detailed look at the future of professional and scientific societies and their future operations. Facilitated the SPC meeting in developing the new strategic plan with findings and recommendations for presentation to the Board.

 

 

United States Chamber of Commerce, Institutes for Organization Management, August 2003, June 2000, September, January 1999 – $90 million, 400 staff (MULTIPLE ASSIGNMENTS)

 

Contact:
J.P. Moery, CAE, Vice President, 
Association Relations and Institutes of Association Management
1615 H Street, N.W., 
Washington D.C. 20062
Phone: 202-463-5560

 

Services delivered by Stephen C. Carey, Ph.D., CAE: Researched and facilitated USCC initial efforts to develop a unified/federated membership program with state, local, regional and metro chambers. Selected to teach the marketing, “key association issues,” and the leadership courses at the January 2001 Institutes of Association Management. AM+MR was selected and delivered the first “Taste of Institute” program in the industry. This prototype, hybrid program combined the membership and marketing curriculums of the chamber into a full day program to show prospective Institute students what the four year program is all about. AM+MR was also selected to write the association marketing management curriculum for the new Institutes for Organization Management. The marketing management course entitled “Integrated Association Marketing Strategies", encompasses 21st century integrated E-association marketing management strategies in the areas of integrated E-business applications, defining and delivering true value to younger and new members, targeting and segmentation, product line marketing and other critical marketing functions. Selected to write the membership and marketing curriculum for the 2003 Institutes classes at Villinova University, and the 2-1/2 day 2001 Institutes of advanced Management curriculum.

 

 

National Association for College Admission Counseling—August 2003 –2.5 Million--20 Staff

 

Contact: 
Joyce Smith
Executive Director
1631 Prince St.
Alexandria, VA 22314

 

Services provided by: Stephen C. Carey, Ph.D., CAE: Provided facilitation and speaking services for the chapter components for their Leadership Development Institute. Facilitation will center on current trends and practices in board assessment and governance of associations, particularly on assessing board effectiveness.

 

 

7 X 24 Exchange—July 2003—1 Million –4 Staff

 

Contact: 
Joel Dolci, CAE
Executive Director
322 Eighth Avenue
New York, NY 10001
Phone: 212.486.3818

 

Services provided by Stephen C. Carey, Ph.D, CAE: Provided an analysis of the association’s chapter structure and provided recommendations for its restructuring. Through a series of in-depth interviews with chapter and association leaders, facilitated a chapter structuring, benefits and services, and chapter charter for implementation by the association.

 

 

Experimental Aircraft Association (EAA)—May 2003—100 Million—250 Staff

 

Contact: 
Brian Wierzbinski
Executive Vice President 
PO Box 3086
Oshkosh, WI 54903
Phone: 920.426.4812

 

Services provided by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE and Len Rickman, MA: Conducting a full strategic assessment in eight phases for the association. Using in-depth interviews, focus groups, an environmental scan and a quantitative needs assessment, conducted a strategic planning and future scenario building exercise for the leadership of the association. Used the new Demographics Overlay™ methodology for survey report preparation. Also conducted a full program by program assessment and restructuring analysis of the governance, marketing, communications and development components of the organization to position it for future operations. This is a year-long assignment conducted in eight phases.

 

 

Association for Quality and Participation (AQP) -- March 2003 – 4 Million—20 Staff

 

Contact:
Bill Miller, CAE
Managing Director
2368 Victory Parkway, Suite 200
Cincinnati, OH 45206
Phone: 513-381-1979

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a governance review and strategic and future scenario planning assignment for the association. Facilitated a strategic planning workshop for the Vision Team of the Association to develop its purpose, values, strategic focus, goals and objectives.

 

National Association of Independent Schools,-- October 2002—15 Million—80 Staff

 

Contact:
Heather Hoerle
Vice President, Member Relations
1620 L St. NW
Washington DC 20036
Phone: 202.973.9742

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a training program for the association’s State and Chapter Association Executive and Volunteer leaders (SARAN) on Current Association Trends, Practices and Issue’s” including a program on nondues income sources and member benefits and dues value formation and delivery. The program examined key issues in association management since 9-11, benchmark case studies and best practices and provide a variety of future scenario planning exercises in nondues income and other trend and issue areas.

 

American Occupational Therapy Association—June 2002—15 Million, 90 Staff

 

Contact:
Joseph Isaacs
Executive Director 
4720 Montgomery Lane
Bethesda, MD 20824
Phone: 301-251-8636

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a governance orientation for the Board of Directors and key staff covering the variety of governance related planning and execution required of associations to include: trends in nonprofit governance and staff management, alternative future scenario building, roles and responsibilities of directors, officers and staff, determining the needs of members and volunteers and incorporating needs into governance plans and evaluations, recruitment, selection and retention of volunteers, and building governance and strategic work plans and tying them to annual programs of work and the budget

 

Association of Water Technologies—June 2002—1 Million, 6 staff

 

Contact
Elise J. Lindsey, CMP, Executive Director
Tony MacNamara, President
8201 Greensboro Drive, Ste 300 
McLean, VA 22102
Phone: 703.610.9012 
Fax: 703.610.9005

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: 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.

 

 

Association for Investment Management and Research— January 2002, January 2001, $30 million, 116 staff (Multiple Assignments)

 

Contact: 
Charles “Chip” Deale, CAE, 
Vice-president, Member and Candidate Services
560 Ray C. Hunt Dr., 
Charlottesville, VA 22903-0668
Phone: 804-951-5342

 

Services delivered by: Stephen C. Carey, Ph.D., CAE: September 2001: Conducted a variety of In-depth interviews with Chapter presidents to research the “best practices” in nondues income generating products and services. In the future, will be delivering a block of instruction to the worldwide meeting of all chapters and affiliates outlining the results of the research and sharing best practices in product and service development. January 2001: Conducted a variety of in-depth interviews with Chapter Presidents to research chapter status and operations in the recruitment, retention and motivation of volunteer’s areas. Compiled a list of chapter “best practices in these areas, and presented a program to 75 chapter and AIMR leaders. The program was videotaped and transformed into an audio-visual Web cast, complete with slide AV and slides of the presentation, which viewers could download and use to present their own materials.

 

 

New York Society of Association Executives, October 2001, February 2000, February 1999

 

Contact:
Joel Dolci, CAE
President and CEO
322 Eighth Ave, Ste 1400
New York, NY 10001
Phone: 212-206-8230

 

Services delivered by: Stephen C. Carey, Ph.D., CAE: Provided a keynote presentation on, “Post September 11--Governing and Marketing the Association in the New Millennium.” Provided governance, marketing and communications training for association executives on true value definition, quantification and delivery, advanced segmentation tools, pricing considerations and product line marketing planning (2001). Taught programs for I Love New York Day on nondues revenue and the future of association management (2000/1999)

 

 

Washington Area New Automobile Dealers Association, -- June 2001, $3.5million, 20 staff

 

Contact: 
Gerard N. Murphy, 
CAE, President
5301 Wisconsin Ave, NW, 
Washington D.C. 20015
Phone: 202-237-7200

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted in-depth interviews with key stakeholders and a strategic planning retreat with the Board and selected leaders, and a team building staff retreat. Conducted an environmental scan of the industry for use by both the staff and the Board in their respective retreats.

 

 

Society for Neuroscience -- May 2001, $12 million, 45 staff

 

Contact: 
Marty Saggese, 
Executive Director, or 
Raymond Dingledine, Ph.D., 
Chair, Self-Assessment Committee and President, SFN
Marty at 202.962.4000 
Ray at 404.727-5982

 

Services Delivered by: Karen Clayton, CAE, & Stephen C. Carey, Ph.D., CAE: Assisted the volunteer Self-Assessment committee, Council and staff in conducting a comprehensive governance, administrative and organizational management audit, review and analysis. Restructured the staff organization, provide a variety of management policies, procedures and sample templates to help improve management systems. Recommended a variety of governance enhancing recommendations for the Council to consider in restructuring governance operations. Assisted the Executive Committee in its search for the new Executive Director and in structuring a CEO salary and benefits package.

 

Pennsylvania, Alabama and Tallahassee, Empire State, New York Societies of Association Executives, Texas Societies, July, March, and January 1999, August, September 1998

 

Contact: 
Susan Tobin—Tallahassee—850-561-124
Joe Quattrocci—Pennsylvania –717-232-4550
Larry Vinson—Alabama—334-272-7128
Joel Dolci, CAE—NYSAE—212-206-8230
Penny Murphy, CAE—Greater NY—518-463-1755
Robert Floyd/Connie Haymes—Texas—420-324-5678

 

Services delivered by: Stephen C. Carey, Ph.D., CAE: Provided marketing and communications training for association executives and service providers in the areas of true value definition, quantification and delivery, advanced segmentation tools, pricing considerations, product line marketing planning and for suppliers, lead source generation. Also provided a keynote presentation on, “Governing and Marketing the Association in the New Millennium.”

 

The International Communications Industries Association, May 1998—$7 million, 40 staff

 

Contact: 
Walter Blackwell, 
Executive Director
11242 Waples Mill Road, Suite 200; 
Fairfax VA 22030
Phone: 703-273-7200

Services Delivered by: Stephen C. Carey Ph.D., CAE: Conducted an analysis of the governance structure, conducted in-depth interviews with the staff and board, as well as key committee chairs, and conducted detailed governance management training for the board, leadership and senior staff of the association.

 

 

Specialty Advertising Association of Greater New York, April 1998 --- $2 million, 5 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Walter Schatz, 
Executive Director 
523 Route 303, 
Orangeburg, NY, 10962. 
Phone: 914-359-5300

 

Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Performed a comprehensive governance, organizational, structural and marketing review and analysis of all functional areas of the association. Study included a detailed analysis of all the association’s product, service and program lines, and provided detailed recommendations for the restructuring of the association and the repositioning of its marketing efforts.

 

The Associated Builders and Contractors Inc., Six assignments: September 1997, January, April and June, August, October 1998 – $35 million, 80 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Mike Dunbar,
Vice President, Planning
1300 N. Seventeenth St., 
Rosslyn, VA, 22209
Phone: 703-812-2002

 

Services delivered by: Stephen C. Carey, Ph.D., CAE and Karen S. Clayton, CAE: Conducted a full marketing review and analysis of the association. Developed a new structure and provided industry marketing strategy to position the association for future marketing operations. Selected by the association to assist the volunteer audit team and conducted a full governance and operational audit of the association. Facilitated the assn’s strategic planning process in May, 1998, and was selected to write and teach the association strategic and operational planning process to ABC chapter staff and volunteers. Facilitated and taught governance and marketing subjects at the association’s State Executive Director’s conference.

 

The American Gear Manufacturers Association, July 1997, September 1997 --- $3 million, 18 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Joe Franklin, Jr. CAE
President, AGMA, 
and Wendy S. Allen, 
Executive Director
1500 King St, Ste 201 
Alexandria, VA 22314
Phone: 703-684-0211

 

Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Under the auspices of a highly competitive grant from the American Society of Association Executives, conducted a full review and analysis of AGMA governance structure, marketing position and operations. Developed a model small-medium sized association kit for associations to use in restructuring their staff as they grow and take on new missions. Conducted a strategic planning session for Executive Committee to integrate audit findings into the Strategic and Operational plans.