Marketing, Membership and Communications Assessments: 
Training, Value Articulation, Dues, Delivery Vehicles, Structure, and Call Center Operations

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.



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.



International Economic Development Council—July 2013—4M + budget, 15+staff

Contact:

Jeffery Finkle

Executive Director,

International Economic Development Council

Phone:  202/942-9482

Email:  jfinkle@msn.com

Web Site:  www.IEDConline.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a review, benchmarking and assessment of the current  dues structure created a proposed dues structure for IEDC. Provided guidance and assistance with benchmarking and comparing current and projected structure based on industry benchmarks. Interviewed key staff and provided a detailed report with suggestions for a new structure going forward. Facilitated two board discussions concerning the new structure, which was adopted at the end of the assignment.



The National Federation of Independent Business—January 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 begin_of_the_skype_highlighting            (301) 657-1291      end_of_the_skype_highlighting Ext 101 – Office

(301) 657-1296 – Fax

(415) 450-1515 begin_of_the_skype_highlighting            (415) 450-1515      end_of_the_skype_highlighting – 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. 

 

 

Toy Industry Association— August 2012/ August 2007—6M budget, 28 staff—Multiple Assignments

 

Contact:

Jean Butler

Vice President

Toy Industry Association, Inc.

1115 Broadway  ~  Suite 400

New York, NY  10010

Phone: (646) 520-4845 begin_of_the_skype_highlighting            (646) 520-4845      end_of_the_skype_highlighting

Fax:     (212) 633-1429

email: jbutler@toyassociation.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE and Len Rickman MS: Conducted 2nd industry member value survey with qualitative research with members, nonmembers and former members and compared it with the 2007 survey. Conducted a gap analysis and provided analysis, findings, suggestions and recommendations. Previously, conducted in-depth interviews with senior volunteers and executive staff in regards to the value of products and services and key issues of the association. In 2007, conducted the first quantitative value member needs assessment to prepare the Board and staff for future planning and product line assessment. As a result of this research, the TIA was alerted to several industry key health and safety issues before they became wide spread as they were picked up in both the qualitative and quantitative research.

 

 

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

Contact:

Robb MacKie                        

American Bakers Association    

O: 202-789-0300 begin_of_the_skype_highlighting            202-789-0300      end_of_the_skype_highlighting x114

RMacKie@americanbakers.org

www.americanbakers.org

 

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, 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 begin_of_the_skype_highlighting            330.907.5532      end_of_the_skype_highlighting

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 begin_of_the_skype_highlighting            202.463.0550      end_of_the_skype_highlighting 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.

 

 

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 begin_of_the_skype_highlighting            +45-42454245      end_of_the_skype_highlighting

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 begin_of_the_skype_highlighting            202.722.1864      end_of_the_skype_highlighting
dbingham@valeopartners.com

Services rendered by Stephen C. Carey, Ph.D, CAE, Karen Clayton, CAE and Len Rickman MS: 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 Chemical Society—April 2011—50M Budget—300 Staff—175,000 Members

 

Contact:

Debbie Fillinich
 Assistant Director
 Membership Marketing
 American Chemical Society

1155 16th Street NW

Washington DC  20036

(800) 227-5558 begin_of_the_skype_highlighting            (800) 227-5558      end_of_the_skype_highlighting ext. 4369
 (202) 872-4369

D_Fillinich@acs.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted a member retention assessment by reviewing best practices among associations in class, a review of the value equation for products and services across member segments, comparisons of retention statistics and assisting ACS in developing its retention strategy for the future.

 

 

Satellite Broadcasting and Communications Association—June, 2010—3M budget 7 staff

 

Contact:

Joseph Widoff

Executive Director

1730 M Street, NW Suite 600

Washington, DC  20036

202 349-3656jwidoff@sbca.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a dues structural assessment based on the value equation for different constituencies and developed best practice models for the consideration of the association given it current and anticipated new product lines. Conducted research with the staff and volunteers to develop dues structural criteria and researched best practices with several industry associations, upon which to base recommendations.

 

 

The American Society of Association Executives and the Center for Association Leadership—January 2009—25M budget, 100+staff

 

Contact:

 

Ron McNally, CAE

Chief Community Officer, and

Bob Gould

Director, Member Services Center

1575 I St. NW

Washington DC  20006

Telephone 202.626.2723

rmcnally@asaenet.org

bgould@asaenet.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a governance presentation and facilitation on roles and responsibilities of the association Board and Officers, trends and issues in association management and other governance and management topics with the association's Executive Board.

 

 

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.

 

Association Executives of North Carolina, Empire State (New York) and the New Jersey Societies of Association Executives, March 2009, April 2008 and January 2004

 

Contacts:

Penny Murphy, CAE, Executive Director—Greater NY—518-463-1755

Marcie Horowitz, CAE, Executive Director, New Jersey -- 732.536.0602

Jim Thompson, CAE, Executive Director, North Carolina—919.821.2855 (also President of the Association of Societies of Association Executives)

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE:  Provided marketing and communications training for association executives and service providers in the areas of recession downsizing and planning (AENC) true value definition, quantification and delivery, advanced segmentation tools, pricing considerations, product line marketing planning  Also provided a keynote presentation on, “Trends and issues for Associations in 2008/9.”

 

The American Society of Association Executives and the Center for Association Leadership—January 2009—25M budget, 100+staff

 

Contact:

 

Ron McNally, CAE

Chief Community Officer, and

Bob Gould

Director, Member Services Center

1575 I St. NW

Washington DC  20006

Telephone 202.626.2723

rmcnally@asaenet.org

bgould@asaenet.org

 

Services rendered by Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE: Conducted a governance presentation and facilitation on roles and responsibilities of the association Board and Officers, trends and issues in association management and other governance and management topics with the association's Executive Board.

 

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).  

 

AVECTRA—November 2008

 

Contact:

Patrick Dorsey

Director of Sales

Tysons Corner VA, 20617
pDorsey@avectra.com

Services rendered by Stephen C. Carey, Ph.D., CAE, Provided sales training to the sales force in how to sell and market to associations. Developed a customized program based on interviews with company principals and provide instruction in demographics of the association marketplace, how to identify key decision makers, how to become more involved and key lead sources used by benchmark organizations to find clients.

 

The American Institute of Architects—September  2008—50M budget and 200 staff

 

Contact:

Cedric Rush

Managing Dir, Membership Strategy & Services

1735 New York Avenue, NW

Washington DC  20006-5292

Telephone (202)626-7437

cedricrush@aia.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 several operations in the member services unit. Reviewed Call Center operations, policies and procedures and Member Processing operations, policies and procedures. Benchmarked AIA operations with like associations and provided a series of suggestions and recommendations as to how both units could operate more efficiently under the current and future I/T systems.

 

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 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.

 

 

American Society of Certified Public Accountants and State Societies of CPAs North East Conference—March  2005 – 15M—100 staff

 

Contacts:

Clarke Price.

President, Ohio Association of CPAs

Ohio Society of CPAs

cprice@ohio-cpa.com

Benjamin Martin, CAE

Member Relations Director

Virginia Society of CPAs

bmartin@vscpa.com

Phone: (800) 733-8272

www.vscpa.com

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: For the National Conference, developed a presentation on developing and delivering association value for the member dues dollar.  For the North East Conference, developed a 1-1/2 hour governance, marketing and communications trends, issues and best practices program concentrating on the educational development and delivery function.

 

The American College of Radiology—March 2005—30 Million, 150 Staff

 

Contact:

Harvey Neiman, MD, Executive Director,

Nancy Cook,

Senior Director Marketing and Public Relations

1891 Preston White Drive

Reston, VA 20191

Phone: 703.648.8900

harveyn@acr.org  / nancyc@acr.org

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE, Michael Sherman, Ph.D., CAE, Karen Clayton, CAE and Leonard Rickman, MA, Jeffrey Morrison: Conducted in-depth interviews, focus groups, an environmental scan and a quantitative market research needs assessment for the association. Reviewed the marketing and communications component of the association and provided findings, recommendations, suggested new structural models and internal marketing and communications suggestions. Assisted in evaluating the association’s quantified value of products as equated to dues and reviewed the association’s new educational initiatives.

 

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.

 

The National Association of Bar Executives—October 2004

 

Contact:

Joyce Hastings

Communications Director

State Bar of Wisconsin

Phone: 608.250.6126

 

Services provided by:  Stephen C. Carey Ph.D., CAE: Provided two sessions at the Bar’s annual meeting. One session on trends and issues in association marketing and communications and one session on tools and techniques for assembling a marketing plan using a quantified value methodology.

 

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 Golf Course Owners Association—April 2004--4M, 22 staff

 

Contact:

Jay L. Karen

291 Seven Farms Road, 2nd fl.

Charleston, SC 29492

Phone: 843.881.9956

jkaren@ngcoa.org

 

Assisted the association in its restructuring of its dues formulae. Provided the association with benchmarks and best practices in considering dues formulae, and in addressing issues with chapter relations vis-a-vis dues and benefits.

 

National Safety Council—March 2004—40M—325 Staff

 

Contact:

Joe Potaczek

Director of Chapter Relations

1121 Spring Lake Dr.

Itasca, IL 60143

Phone: 630-285-0898, 

potaczekj@nsc.org

 

Services provided by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Facilitated an issues forum for NSC’s Chapter network. Conducted in-depth interviews with staff and chapter leaders to discern problem areas and issues of importance to the association.

 

Produce for Better Health Foundation—January 2004—5 Million—38 Staff

 

Contact:

Elizabeth Pivonka

President

5341 Limestone Road

Wilmington, DE 19808

Phone: 302.235.2329 

epivonka@5aday.org

 

Services provided by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Assisted this foundation with creating its strategic and tactical plan going forward. Conducted in-depth interviews with the staff and board, an environmental scan with the donorship, and facilitated the creation of the plan and follow-up integration of the plan with the annual business plan, budget and program of work.

 

Building Commissioning Association—December 2003-- .5Million, 3 Staff

 

Contact:

Lynn Melby, CAE

Executive Director

Po Box 2016 Edmonds, WA 98020

Phone: 425.774.6909 

lmelby@melbycameronhull.com

 

Services provided by:  Stephen C. Carey, Ph.D.: Assisted this association with its marketing and communication planning activities for the new FY. Developed new sources of nondues income to augment its dues program.  Assisted in evaluating the need for a continuing educational certification programs and doing a competitor analysis, with recommendations.

 

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.

 

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

 

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.

 

American Association of University Women—August 2002 -- 15 Million, 93 Staff

 

Contact:

Pam Fernaux,

Vice President of Finance and Administration

Gladys Brown,

Association Director

1111 Sixteenth St. NW

Washington DC 20036

Phone: 202.785.7760

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE and Len Rickman, MA: Conducted a full review and analysis of the membership, marketing and development functions, including structure and functions in the administration, recruitment and retention areas, as well as cross corporate integration with marketing, development and communications functions.  Reviewed the membership related component operations, direct mail marketing operations, the value to dues equation, delivery systems and dues structure of the association. Conducted in-depth interviews and focus groups with the staff and volunteers with a full restructuring model(s) and operational procedures as deliverables.

 

National Stone, Sand & Gravel Association—March 2002—8 Million, 30 Staff

 

Contacts

Joy Wilson, President & CEO,

Charlie Hawkins, COO

2101 Wilson Blvd, Ste 100

Arlington, VA 22201

Phone: 703-525-8788

Fax:    703-525-7782

 

Services Delivered by: Stephen C. Carey, Ph.D., CAE  and Karen Clayton, CAE: Performed a membership, marketing and communications value audit, with findings, recommendations and action plans for the association.  Reviewed the dues- to- benefits value equation and developed quantifiable value statement models and unique value communications vehicles for each segment of the membership.  Reviewed the I/T position of the association and provided remedies for integrating the product line value of the association.

 

National Association for Elementary and Middle School Principals—February 2002—15Million, 90 staff

 

Contact

Earnie Mannino

Director, National Principals Resource Center

1615 Duke St.

Alexandria, VA 22314

Phone: 800.3862377

 

Services delivered by: Stephen C. Carey, Ph.D., CAE: Assisted the association in writing a business plan for expanding portions of its nondues income product line.

 

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)

 

American Society of Mechanical Engineers -- four assignments—July, 2001, May, 1999, September 1998, May 1998, 1993/4 --- $60 million, 400 staff (MULTIPLE ASSIGNMENTS)

 

Contacts:

Dave Belden, Executive Director,

Rene Ackerman, Assistant Treasurer,

Jeff Howitt, Director of Marketing, and

Amy Geffen, Director of Professional Development

3 Park Avenue—22nd Floor.

New York, NY 10016

Phone: 703-704-9264

 

Services delivered by Stephen C Carey, Ph.D., CAE, Leonard Rickman & Karen Clayton, CAE:

2002of: Conducted a full Educational and Professional Development marketing research needs assessment to assist the Society in determining its professional development strategic and business plans going forward.  Study involved qualitative research with a variety of in-depth interviews and focus groups with all ASME constituencies to frame a quantitative research needs and value assessment for ASME North American and International stakeholders.  Also included a competitor analysis, benchmarking and risk analysis of the marketplace. Used the new Demographics Overlay™ methodology for survey report preparation.

1999: Conducted “graduate school” marketing and communications training to 45 product line managers consisting of integrated marketing and communication discussion workshops targeted at volunteer/staff teamwork relations, product cross pollination training, imaging and branding considerations and the impact of new E-commerce tools and techniques on product line operations.

1998:  Performed marketing review of the Society with 18 product line managers and developed a customized 2-day marketing management course delivered to 45 product line managers.  Provided a Marketing Position Report to the Society, outlining current marketing structure and recommendations as to how to proceed with training product line managers.  Provided the association with marketing structural and targeting strategies.

1993/4--Performed a two part quantitative marketing research study consisting of 8 focus groups nationwide and a targeted membership needs assessment survey. Results were key to the development and future direction of the association marketing program especially, as it related to the integration of key services to young members.  Core marketing strategies were developed and integrated across product lines for developing key services to ASME’s youngest membership segment.

 

American College of Cardiology—December 2000, $35 million, 175 staff

 

Contact:

Kathy Boyd,

Assistant Director of Communications,

Heart House, 9111 Old Georgetown Road,

Bethesda, MD  20814-1699

Phone: 301-897-9745, EXT. 629

 

Services Delivered by:  Leonard Rickman, M.A., Karen Clayton, CAE, Stephen C. Carey, Ph.D., CAE: Using in-depth interviews, focus groups qualitative measures, conducted a full, organizational communications audit, review and analysis of ACC’s communications vehicles, both internal and external.  Provided governance, marketing and communication recommendations and action plans as to how ACC could better market and communicate with its members, publics and governmental entities.  Provided communications and marketing tools specific to the profession and the association.

 

Project Management Institute, -- November 2000, $18 million, 90 staff

 

Contact:

Sandra L. Ardis,

Marketing Manager

Four Campus Boulevard,

Newton Square, PA 19073-3299

Phone: 610-356-4600

 

Services performed by: Karen Clayton, CAE, Len Rickman M.A., Stephen C. Carey, Ph.D., CAE: assisted the association in reviewing, growing and marketing its communications program and staff communications organization and structure, both internally and externally, through a series of in-depth interviews, focus groups and a full communications review and analysis.

 

The College Board, August 2000—September, 2000, $300 million, 800 staff

 

Contact:

The Honorable Gaston Caperton,

President,

Brooke Breslow,

Executive Director, Association Services

45 Columbus Avenue,

New York, NY  10023-6992

Phone: 212-713-8048

 

Services Performed by: Stephen C. Carey, Ph.D., CAE: Assisted the association reinvent its membership categories, dues structure and benefits array for its membership structure, in order to provide targeted benefits packages to its wide and diverse constituent components and special interest groups.  Assisting in developing the future plan for benefits packaging and delivery, and identification of new sources of nondues income.

 

National Association of Wheat Growers, -- July 2000, $2.2 million, 14 staff

 

Contact: 

June Silverberg,

Director of Business Development

415 Second St. N.E., Ste 300,

Washington D.C.20003

Phone: 202-547-7800

 

Services facilitated by Stephen C. Carey, Ph.D., CAE:  Researched and facilitated the development of the association’s membership recruitment, retention marketing plan for the future.  Conducted an environmental scan of the industry and facilitated a two day conference of the Board, state associations and membership committee resulting in an actionable plan and strategy to facilitate recruitment and retention activities within the federated environment.

 

Arizona Society of CPA’s, -- July 2000, $1.8 million, 8 staff

 

Contact: 

Cindie Hubiak, CPA,

Executive Director

Patricia Gannon,

Director of Publications

2120 North Central Avenue, Ste 100,

Phoenix, Arizona, 85004

Phone: 602-252-4144

 

Services Delivered By:  Stephen C. Carey, Ph.D., CAE, Karen Clayton, CAE, Len Rickman, and M.A.; Conducted a thorough review and analysis of the Society’s Continuing Professional Education Program, and assisted in creating the Educational Strategic Marketing Plan for the future.  Through a series of in-depth interviews and focus groups, identified member educational needs and created a plan to focus the association’s direction in delivering new millennium education products and services.

 

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 begin_of_the_skype_highlighting            410-931-6850      end_of_the_skype_highlighting

 

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.

 

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 begin_of_the_skype_highlighting            202-293-8020      end_of_the_skype_highlighting

 

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.

 

American Planning Association, January 2000—$15 million, 70 staff

 

Contacts:

Frank S. So, AICP,

Executive Director,

Kenneth East,

Director of Marketing,

122 South Michigan Ave, Ste 1600,

Chicago, IL 60603

Phone: 1-312-431-9100 begin_of_the_skype_highlighting            1-312-431-9100      end_of_the_skype_highlighting

 

Services Deliver By: Karen Clayton, CAE, and Stephen C. Carey, Ph.D, CAE: conducted a marketing and communications structural review and analysis.  Conducted an examination of APA’s marketing and communication position, staffing levels, services and programs provided, to create the most efficient marketing and communications structure and integrated marketing function.  Reviewed the APA structure of the Chicago and Washington Offices, the value of member benefits and services and their delivery, internal communications, I/T and E-business operations and volunteer structure.

 

millionWater 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 begin_of_the_skype_highlighting            703-684-2478      end_of_the_skype_highlighting

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.

 

The Electronic Defense Association (Association of Old Crows)—December 1999—$3 million, 20 staff

 

Contact:

Vern Luke,

Executive Director

1000 N. Payne Street,

Alexandria, VA 22314

Phone: 703-549-1600 begin_of_the_skype_highlighting            703-549-1600      end_of_the_skype_highlighting

 

Services delivered by Leonard Rickman and Stephen C. Carey, Ph.D., CAE: Conducted a full marketing/communications/organizational review and analysis.  Used In-depth Interviews, Focus Groups and a Needs Assessment, provided recommendations concerning the marketing, image, and communications ability and governance posture of the association.

 

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 begin_of_the_skype_highlighting            334-272-7128      end_of_the_skype_highlighting

Joel Dolci, CAE—NYSAE—212-206-8230 begin_of_the_skype_highlighting            212-206-8230      end_of_the_skype_highlighting

Penny Murphy, CAE—Greater NY—518-463-1755 begin_of_the_skype_highlighting            518-463-1755      end_of_the_skype_highlighting

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.”

 

American Water Works Association, April/June, 1999, $25 million, 150 staff, (MULTIPLE ASSIGNMENTS)

 

Contact:

Jacque Overstreet,

Communications and Marketing Manager

6666 West Quincy Ave.,

Denver, CO 80235

303-794-7711 begin_of_the_skype_highlighting            303-794-7711      end_of_the_skype_highlighting

 

Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Based on In-depth Interviews, focus groups and current needs assessment information, provided recommendations to change the membership categories and dues structure and corresponding benefits allocation of the association. Reviewed and analyzed the current dues structure and benefits package, conducted a “True Value” analysis of benefits, programs and services per dues category and provided recommended changes to the current structure. Provided a detail recommendation with two dues structure models using benefits “point valuation system” and a “purchase evaluation system” format.  Provide a presentation/briefing/analysis to the several arms of the association involved in this three (3) year project.

 

American Land Title Association, March 1999, $4 Million (MULTIPLE ASSIGNMENTS)

 

Contact:

Lisa Cole, Director of Communications

1828 L St. NW, Ste 702, Washington, D.C. 20036

301-947-9000 begin_of_the_skype_highlighting            301-947-9000      end_of_the_skype_highlighting (New Position)

 

Services delivered by Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE:  Conducted a full environmental, organizational communications and marketing review and analysis of ALTA and the land title/ real estate industry.  Reviewed the future of the industry and ALTA’s place in the current vision, mission and governance of the association and the entire product line. Provided governance, marketing and communication recommendations and action plans as to how ALTA could better market and communicate with its members, the industry and governmental entities.  Provided communications and marketing tools specific to the industry and the association.

 

Independent Cash Register Dealers Association, March 1999, $3 million

 

Contact:

Ann Rockwell,

1900 Cross Beam Drive,

Charlotte, NC  28217

Phone: 704-357-3124 begin_of_the_skype_highlighting            704-357-3124      end_of_the_skype_highlighting

 

Services delivered by Leonard Rickman and Stephen C. Carey, Ph.D., CAE:  Conducted a series of in-depth interviews with a cross section of the membership to provide input into the association’s developing strategy for delivery of its educational programs, and its efforts to develop a benchmark survey of information, programs and services necessary for the members to do business in the future.

 

American Association of State Colleges and Universities, September 1998—$10 million, 60 staff

 

Contact:

Merrily Sterns, Director,

Office of Federal Programs

One Dupont Circle, Ste 700,

Washington D.C 20036

Phone: 202-293-7070 begin_of_the_skype_highlighting            202-293-7070      end_of_the_skype_highlighting

 

Services delivered by:  Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE:  Conducted a full marketing review and analysis of the association’s grants program with its member customers.  Involved a thorough analysis of the ongoing competitive environment and development of marketing strategies to gain new and maintain the current customer base.

 

American Psychiatric Association, September 1998—$35 million, 200 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 

Steven M. Mirin, M.D.,

Medical Director

1400 K St., N/W,

Washington D.C. 20005

Phone: 202-682-6000 begin_of_the_skype_highlighting            202-682-6000      end_of_the_skype_highlighting

 

Services Delivered By: Stephen C. Carey, Ph.D., CAE and Karen Clayton, CAE: Conducted a full analysis of the industry and marketing and communications review and analysis of the association, its integration of marketing, communications and governance with association operations, with a view towards restructuring the communications and marketing functions to meet APA future needs.   Delivered a presentation and workshop on marketing issues for APA to the Joint Committee on Public and Government Affairs.

 

Association of the United States Army, 3 assignments, March, May and June 1998 – $18 million, 75 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

LTG Ted Stroup, USA-Retired

2524 Wilson Blvd.,

Arlington VA, 220703

Phone: 703-907-2651 begin_of_the_skype_highlighting            703-907-2651      end_of_the_skype_highlighting

 

Services delivered by: Stephen C. Carey, Ph. D, CAE and Karen Clayton, CAE: Conducted an organizational governance and marketing structural analysis to focus AUSA staff and resources on the future mission of the association.   Conducted a detailed analysis of AUSA’s competitive position with resulting strategies, and conducted a detailed structural analysis of the marketing membership, chapter and industry relations department.

 

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 begin_of_the_skype_highlighting            703-739-6700      end_of_the_skype_highlighting

 

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 begin_of_the_skype_highlighting            703-295-6000      end_of_the_skype_highlighting

 

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 Society for Parenteral and Enteral Nutrition, September 1997, October 1997 – $3 million, 27 staff

 

Contact: 

Barney Sellers,

Executive Director

8630 Fenton St, Ste 412,

Silver Spring, MD  20910

Phone: 301-587-6315 begin_of_the_skype_highlighting            301-587-6315      end_of_the_skype_highlighting

 

Services delivered by Stephen C. Carey, Ph.D., and CAE/ Karen S. Clayton, CAE: Conducted a full association audit of all functional areas and a marketing review of all association products.  Developed a marketing structure for the Society and provided governance recommendations to position the Society for the future.  Facilitated a Board planning and review session of review and analysis results.

 

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 begin_of_the_skype_highlighting            703-684-0211      end_of_the_skype_highlighting

 

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 Spice Trade Association, May 1997, August 1997 --- $1.3 million, 6 staff (MULTIPLE ASSIGNMENTS)

 

Contact: 

Elizabeth Erman

Executive Director

Sylvan One, Box 127

Englewood Cliffs, NJ  07632

Phone: 201-568-2163 begin_of_the_skype_highlighting            201-568-2163      end_of_the_skype_highlighting

 

Services delivered by Stephen C. Carey, Ph.D., CAE: Conducted a full TruValueä organizational review and analysis of the organization and its benefits, services and marketing position.  Constructed a unique “TruValue™” matrix for members to graphically see the tangible and intangible benefits of membership.  Restructured several areas of the association to better market and communicate its true value of products and services to all constituencies. Conducted a two-day strategic planning session for the Board to integrate audit findings and create ASTA’s vision, mission, objectives and annual work plan.  Addressed the membership at the annual meeting with findings and suggested action plans.

 

Painting and Decorating Contractors of America, April, November 1997--$3 million, 18 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Paula Clement

Former Executive Vice President 

Old Lee Highway, Suite 33B,

Fairfax, VA  22030

Phone: 703-359-0826 begin_of_the_skype_highlighting            703-359-0826      end_of_the_skype_highlighting

Phone: 972-580-9102 begin_of_the_skype_highlighting            972-580-9102      end_of_the_skype_highlighting

 

Services delivered by Stephen C. Carey, Ph.D., CAE.  Conducted a full review and analysis of PDCA’s functional areas and marketing position.  Suggested a new staff structure to implement the association’s strategic and marketing planning efforts.  Provided a series of marketing and communication strategies to better position the association for future marketing and communications operations.  Conducted an audit review for the Board and a complete review for the membership and leadership.

 

American Fisheries Society, October 1996, January 1998 --- 2$.7 million, 22 staff (MULTIPLE ASSIGNMENTS)

 

Contact:

Betsy Fritz

Director of Administration and Finance

Grosvenor Lane, Suite 110

Bethesda, MD  20814

Phone: 301-897-8616 begin_of_the_skype_highlighting            301-897-8616      end_of_the_skype_highlighting

 

Services delivered by Stephen C. Carey, Ph.D., CAE: Performed a general audit of all functional areas of the Society and a specific, detailed audit of the administration, finance, marketing, publication, and communication functions.  Provided key long-term recommendations and action plans to assist the association in repositioning its internal structure and administrative operations.  Conducted a Board and staff review of the audit.  In 1998, restructured the association to take advantage of marketing opportunities and developed a new marketing segmentation and marketing planning system.

 

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 begin_of_the_skype_highlighting            202-289-3152      end_of_the_skype_highlighting

 

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.