Management, Structural, and Personnel Assessments

The International Society of Aircraft Transport Trading (ISTAT)— September 2014—5M budget, 13 staff

Contact:

Douglas W. Runte, CFA
Managing Director
Securitized Products & High Yield Research Deutsche Bank Securities Inc.
60 Wall Street - 17th Floor
New York, NY 10005-2836
Tel. +1 (212) 250-9319
Mobile +1 (347) 514-2714
Email douglas.runte@db.com

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conduct a full assessment of the association’s management practices and relationship with its association management company. Conduct a management scan, comparison of operating ratios, best practices and benchmarks and comparison with stand-alone associations.

 

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.

 

 

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: Conducted a review, benchmarking, assessment and developed a strategic plan for eight (8) state associations. Worked with each state’s Board of Directors using in-depth interviews, an environmental scan and focus groups, prepared an assessment report for each state followed by a strategic planning session and tactical issue follow-up. Will continue to work with several more states over the next year.

 

The American Accounting Association—April 2013—25M + budget, 100+staff

Contact:

Tracey E. Sutherland PhD

Executive Director

American Accounting Association

5717 Bessie Dr, Sarasota, FL 34233

tracey@AAAHQ.ORG

P: 941.556.4121

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE:. Conducted an internal review, benchmarking and assessment of the association’s management and operational capabilities to align its human and other resources with its continuing mission. Conducting a compensation and structural review to ensure the association has sufficient FTE and resources to accomplish its future growth goals.

 

International Association for the Study of Pain – April 2013, September 2012, May 2011 August 2011,—9M Budget—20 Staff—5,000 Members Worldwide—Multiple Assignments

 

Contact:

Fernando Cervero, MD

President

514.398.5764

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Assisting the association in its move from Seattle to Washington DC. Conducted an association management assessment and strategic research and planning assignment for the association complete with interviews, focus groups, an environmental scan, a quantitative survey of members in preparation for an Executive Committee facilitation of the strategic plan going forward. Conducted an operational assessment for the Board using in-depth interviews with the staff and Board and others. The assessment addressed 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 were examined. Assisted the association to address its headquarters and staffing options for the future as a result of the strategic planning assignment, and assisted in the hiring of its senior staff.

 

The National Federation of Independent Business—March 2013—25M + budget, 100+staff

 

Contact:

Susan Moseley

Vice President, Member Services Corporation

1201 F st NW, Ste 200

Washington DC  20004

Telephone 202.406-4419

Susan.moseley@nfib.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE:. Conducted a review, benchmarking and analysis of the operations and structure of several operations in the member service, information central, customer care center operations. Reviewed Care Center operations, policies and procedures and product processing operations, policies and procedures. Benchmarked operations with like associations and provided a series of suggestions and recommendations as to how the Care Center could operate more efficiently structurally and procedurally. Created a revised policy and procedure and FAQ list.





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             (301) 657-1291       Ext 101 – Office

(301) 657-1296 – Fax

(415) 450-1515             (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. 

 

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             501-907-2262      501-907-2262             501-907-2262            

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. 

 

 

Tax Executives Institute—March 2012—7M budget, 20 staff

 

Contact:

Timothy J. McCormally
Executive Director 
Tax Executives Institute
1200 G Street, N.W., Suite 300
Washington, D.C.  20005-3814
T: 202.638.5601            x340
M:  703.801.5955            
tmccormally@tei.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, focus groups, a quantitative survey and environmental and web scans, to position the association for future operations. Using an alternative futures approach, the assessment will address the current environment, in which the association operates and opportunities for improvement in operations, structure and governance for the future through the creation of their new strategic plan. 

 

American Bakers Association—April 2012—5M Budget—12 staff—1000 Members

 

Contact:

Robb MacKie                        

American Bakers Association    

O: 202-789-0300             x114

RMacKie@americanbakers.org

www.americanbakers.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, focus groups, a quantitative survey and environmental scan, 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 for the future through the creation of their new strategic plan.

 

 

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            330.907.5532      330.907.5532            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            202.463.0550      202.463.0550            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

 

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

 

 

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: Conducting 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.

 

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            
dbingham@valeopartners.com

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

 

 

American Society of Military Comptrollers– January 2011, June, 2010, 5M budget—Multiple Assignments

 

Contact:

Al Tucker

Executive Director

415 N Alfred Street

Alexandria, VA 22314
(703) 549-0360             

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Lenard Rickman, MA: Conducting a strategic research and planning assignment for the association complete with interviews, focus groups, an environmental scan, a quantitative survey of members and chapters in preparation for a two day board facilitation of the strategic plan going forward. Conducted an operational and governance assessment for the Board using in-depth interviews with the staff and Board and others. The assessment addressed the current environment, in which the association operates and opportunities for improvement in operations, structure and governance. All functional areas including management, fiancé, admin, membership, marketing, chapter operations, conventions and meetings, education and certification are examined.

 

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.

 

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

 

Contact:

Joel M. Dandrea 
Executive Vice President 
Specialized Carriers & Rigging Association 
2750 Prosperity Ave., Suite 620 
Fairfax, VA 22031 
703-698-0291 
(f) 703-698-0297             
jdandrea@scranet.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: In 2010 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 and focus groups) and facilitated the SC&R Foundation strategic plan, and a salary and benefits review.  In 2008, conducted research 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.

  

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             (202) 508-6704      (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.

 

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            

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 College of Nurse-Midwives (ACNM) – March 2009--3 Million Budget, 10 staff

 

Contact:

Lorrie Kline Kaplan
Executive Director
American College of Nurse-Midwives
8403 Colesville Road, Suite 1550
Silver Spring, MD 20910
Direct Line: 240-485-1810            
lkaplan@acnm.org <mailto:lkaplan@acnm.org
www.midwife.org <http://www.midwife.org/

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a full review, assessment and audit of the ACNM’s annual meeting and exhibits involving a review of policies, procedures, revenue, expenses and contracts and assisted the association in making a vendor selection to outsource their entire meeting.

 

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.

 

National League of Cities—August 2008—11M Budget and 60 Staff

 

Contact:

Cathy Spain

Director, Center for Member Programs

1301 Pennsylvania Ave, NW

Washington DC 20004

spain@nlc.org

202.626.3123            

www.nlc.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a review, benchmarking and analysis of the operations and structure of the Center for Member Programs and providing a report as to how it should best be organized in each of its functional areas.

 

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.

 

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 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.

 

American Psychological Association–November 2007—$100M budget, 400 staff

 

Contact:

Judy A. Strassburger, Executive Director

Governance Affairs

750 First Street, NE

Washington, DC  20002-4242

(202) 336-6088            

jstrassburger@apa.org

 

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: Conducted a full review, assessment and analysis of the APA annual convention and exhibit. Examined and benchmarked with like associations all convention functional areas so that APA could develop best practices and compare itself to like organizations. Presented findings to the APA Board of Directors and the Convention Oversight Board. 

 

The National Hispanic Medical Association—January, 2006—3M—20 staff

 

Contact:

Elena Rios, MD, MSPH

1411K St. NW, Ste 1100

Washington DC, 20005

Phone: 202.628.5895          

erios@nhmamd.org

 

Services rendered by Karen Clayton, CAE, Stephen C. Carey, Ph.D. and Len Rickman: Conducted a study to develop a membership and marketing function for the association. Examined current technology with an eye towards developing a new AMS and hiring an experienced membership director. Assisted the association with the development of the infrastructure and administration necessary to establish a fully operational membership recruitment, retention and administration system. Provided executive search services and hired the Vice President of Marketing Services and the Director of Membership.

 

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.

 

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.

 

 

International Council of Shopping Centers—May 2004, December, 2001—30 Million, 150 staff (MULTIPLE ASSIGNMENTS)

 

Contact:
Michael Kercheval,
President and CEO
Rudolph E. Milian, SCMD/SCSM 
Senior Vice President, and 
Kurt Wallin, Director Member Services
1221 Avenue of the Americas, New York, NY 10020
Phone: 646.728.3800            
kwallin@icsc.org

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE and Leonard Rickman, MA: Provided three separate facilitations for the management team of the association, Directors and managers and the service staff on governance, marketing, communications and service quality / customer service trends and issues mid-decade. Conducted a membership marketing and value assessment of the marketing, communications and the membership, and a restructuring of the internal membership recruiting, retention and administrative functions. Assisted the association in reviewing its dues categories and pricing to align with member segment benefits, services, products and expectations. Assignment involved a series of in-depth interviews and focus group research with staff, volunteers, members, lapsed members, nonmembers and partner constituents.

 

National Association of Workforce Boards—February 2004 — 1.5—Million—11 Staff

 

Contact: 
Alexander T. Graham
Executive Vice President
1700 K St. NW, STE 1000
Washington, DC 20036
Phone: 703.739.0696           
agrahama@scip.org

 

Services provided by: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted a benchmark evaluation of the association’s compensation and benefits package, and developed a comprehensive personnel evaluation system for the CSE and staff.

 

International Economic Development Council (IEDC)—June 2003—3.5 Million –24 staff

 

Contact: 
Sandy Mitchell
Director of Membership
734 15th St., N.W.
Washington DC 20005 
Phone: 202-942-9482             

 

Services provided by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted a full strategic assessment of the membership operations of the association. Using in-depth interviews, and focus groups conducting a complete review, analysis and assessment of the membership operations of the association to include a review of policies and procedures, benchmarks and best practices and operations in the recruitment, retention and administrative areas, complete with a membership recruitment and retention plan.

 

Regional Airlines Association (RAA) –January 2003—1.5 Million—6 Staff

 

Contact: 
R. Bruce Keiner, Jr.
General Counsel
Phone: 202-624-2615             

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a management and financial analysis of the association comparing benchmarks, best practices and operating ratios with other like associations and the marketplace.

 

Transplant Resource Center of Maryland—July, 2002—20 million, 60 staff

 

Contact:
Marion Borowiecki, Executive Director
Mark Ewing, Human Resource Director
1540 Canton Center Dr., Suite R, 
Baltimore, MD 21227
Phone: 410.242.7000           —800.641.HERO          

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE: Conducted a detailed review of the organization, both internally and externally, to provide recommendation for future business planning operations. Conducted a strategic planning assignment, with an environmental scan, volunteer and customer interviews, and will conduct a Board strategic planning retreat, to set the future direction of the nonprofit organization.

 

 

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.

 

Serious2Learn, June 2001

 

Contact: 
Geoffrey P. Lewis
9010 Eton Road, 
Silver Spring, MD 20901
Phone: 301-785-4302             301-785-4302      301-785-4302             301-785-4302            

Services Delivered by: Stephen C. Carey, Ph.D., CAE Assisted this dotcom with its first round of funding. Company is developing a variety of educational software to make it easier for associations and corporation to assist in training employees and members. Company recently bought out by a competitor.

 

 

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.

 

 

The American Cancer Society—Mid Atlantic Region—June 2000— $45 million, 100+ staff

 

Contact: 
Fran E. Johnson, 
Marketing Director
8219 Town Center Drive, 
Baltimore, MD 21236
Phone: 410-931-6850             

 

Services provided by: Karen Clayton, CAE and Stephen C. Carey, Ph.D., CAE: Conducted a marketing and communications interdepartmental, structural review and analysis, to assist ACS integrate its key marketing and communications functions.

 

 

InAssociation.com—March 2000

 

Contact: 
Mark Gross, 
President
1605 Easton Drive, 
Burlingame, CA 94010
Phone: 917-861-8253             

 

Services provided by Stephen C. Carey, Ph.D., CAE: Assisted this.com startup with initial research and strategy development for penetrating the association marketplace with its on-line portal array of affinity products and services.

 

American National Standards Institute—July 2000— $17 million, 80 staff

 

Contacts: 
Dr. Mark Hurwitz, CAE, 
President and CEO
Robert Feghali, 
Vice President Marketing and Communications
11 West 42nd Street, 
New York, New York 10036
Phone: 202-293-8020             

 

Services provided by Len Rickman and Stephen C. Carey, Ph.D., CAE: Conducted a membership marketing and organizational structure review and analysis to determine the true value of benefits and services to the four constituencies of this association. Through a series of in-depth interviews and focus groups, reviewed and provided recommendations in the areas of membership marketing, true value, and organizational structure for marketing and communications.

 

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.

 

Water Environment Federation—November 1999—$18 million 140 staff

 

Contacts: Quincalee Brown, Ph.D., CAE, 
Executive Director
601 Wythe Street, 
Alexandria, VA 22314-1994
Phone: 703-684-2478             
e-mail: quincalee@hotmail.com

 

Services Delivered by: Karen Clayton, CAE, and Stephen C. Carey, Ph.D., CAE: Conducted a marketing needs and structural review and analysis to assist the association in defining and developing its integrated internal and external marketing organization, to better position it to integrate its traditional and E-business marketing applications. Provided a series of structural, communications and governance recommendations targeted at streamlining the association’s product line decision-making process.

 

GAMA International, a Unit of the National Association of Life Underwriters—April and August 1999—$2.5 million, 15 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Charles Smith, 
Executive Director
1922 F St. NW, 
Washington, D.C. 20006-4389
Phone: 202-331-6088             

 

Services delivered by Stephen C. Carey, Ph.D., and CAE: Provided facilitation services for the conduct of the association’s staff retreat, to discuss the reorganization of the association. Conducted a full organizational review and analysis audit, and provided recommendations as to how to restructure the positions and functions of the association’s internal operations and staffing. Assisted the Executive Director in recruiting and hiring for the key reorganized positions on the staff.

 

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 Flight Safety Foundation, September 1997, April 1998 --- $4 million, 18 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 
Stuart Matthews,
Executive Director, or
Roger Rozell,
Director of Communications
601 Madison St, Ste 300, 
Alexandria, VA 22314
Phone: 703-739-6700             

 

Services delivered by Stephen C. Carey, Ph.D., and CAE and Karen Clayton, CAE: Conducted a full governance review and analysis with recommendations of FSF’s membership, corporate sponsorship and marketing operations. Implemented new membership recruitment, retention and administration procedures. Developed an overall marketing and development strategy and continue to assist the association in redefining its dues structure, creating TruValueÔ definition for current and future members and their employers. Helped the Foundation develop strategy targeted at relating the TruValueÔ of the mission to senior corporate executives of member companies. Conducted a strategic planning session for the Executive Committee.

 

The American Society of Civil Engineers, January 1998 --- $20 million 175 staff

 

Contact:
Tom Mawson, 
Managing Director, Conferences, Continuing Education and Marketing
1801 Alexander Bell Drive, Reston, VA, 20191
Phone: 703-295-6000             

 

Services delivered by: Stephen C. Carey, Ph.D., CAE / Karen S. Clayton, CAE: Conducted a strategic planning retreat for this 20M budget, 120,000 member society to completely rethink and structure the Annual Convention and 14 professional educational conferences. Created new policy guidelines for staff and volunteers and assisted the society in benchmarking other associations and creating 6 “model” convention formats.

 

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.

 

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.