WSAE
Executive DirectionsJuly 2010
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WSAE Calendar
 
REGISTER HERE
 
 
 
Friday, July 16, 2010
Innovation Task Force Meeting
Milwaukee
 
Wednesday, July 21, 2010
Central Wisconsin Regional Meeting
Stevens Point
 
Wednesday, July 28, 2010
WSAE Happy Hour and Concert on the Square
Madison
 
Tuesdays starting Sept. 7
Fall CAE Study Group
Madison 
 
Wednesdays starting Sept. 8
Fall CAE Study Group
Milwaukee
 
Wednesday, Sept. 15, 2010
WSAE Annual Educational Conference
Wilderness Resort, Wisconsin Dells 
 
September 21- 22, 2010
Association Leadership Summit and CEO Retreat
Northern Illinois University, Naperville, IL
  
 
November 4, 2010 
Meetings Industry Update w PCMA
The Abbey Resort, Lake Geneva
 
December 7-8, 2010
Holiday Event & Business Meeting
Hyatt Regency, Milwaukee
 
February 15, 2011
WSAE Program
TBD
 
March 9, 2011
WSAE Program
TBD
 
May 4, 2011
WSAE Program
TBD
 
June 15 & 16, 2011
WSAE Program
Heidel House, Green Lake
 
September 14 & 15, 2011
WSAE Annual Educational Conference
TBD
 
November 3, 2011
WSAE Program
TBD
 
December 5 & 6, 2011
Holiday Event & Business Meeting
Grand Geneva, Lake Geneva
 

Thank you to our advertisers

 
 
 The Abbey
 
 
 
 
 
 
 
 
Blue Harbor Resort
  
  
 
 
 
Stevens Point 2010
CAE ExamTwo more Wisconsin association professionals added to list of CAEs
 
The Wisconsin Society of Association Executives is pleased to announce the names of two Wisconsin association executives who earned their Certified Association Executive (CAE) credential from the CAE Commission of the American Society of Association Executives (ASAE). The candidates passed a rigorous exam administered nationwide in May 2010. Congratulations to you both!
 
Megan C. Cuccia, CAE
Madison, WI

Sarah J. Krause, CAE
Manager of Association Services
Association Acumen
Milwaukee, WI
CAE ScholarshipWSAE CAE Scholarship Fund off to a great start
Thanks to our generous contributors

We all know that it is a costly venture in both time and money to prepare and sit for the certified association executive (CAE) exam. The application, the test, the study groups and the books all add up to an impressive investment by the candidate. To help with these costs and encourage strong classes of candidates, WSAE has established a CAE scholarship fund.
 
Since it was approved in fall 2009, the WSAE CAE Scholarship Fund has grown to $470. Our first recipient, Megan Cuccia, went on to pass the CAE exam in May!
 
WSAE wishes to thank all those who have helped launch the Scholarship Fund with their generous donations.
 
Lani Becker, CAE Wisconsin Dental Association
Amy Bliss, CAE Tomorrow's Home Foundation
Daniel C. Borschke, CAE NARMS International
David Feldner, CAE Milwaukee NARI Home Improvement Council, Inc
Robert J. Foulks, CAE Wisconsin Medical Society
Eric Lanke, CAE National Fluid Power Association
Daryll J. Lund, CAE Community Bankers of Wisconsin
Lynda J. Patterson, CAE Association Management Partners
Kathy Raab, CAE NARI of Madison, Inc
Wisconsin Society of Association Executives
 
Please consider making a donation online or sending a check to the WSAE office to help fund these scholarships.
 
WSAE Educational Conference set for September
A full day of enrichment plus preconference team building and networking

Mark your calendar for the WSAE 2010 Educational Conference, Sept. 15 at Wilderness - Glacier Canyon Lodge & Conference Center. 
Team building activities and networking fun will take place on Tuesday the 14th from 5 to 7 p.m.  Register in advance for the zip line canopy tour, mini golf or go cart track.
 
A special welcome wine and cheese reception with cash bar will be hosted by the Wilderness Resort and the WI Dells Visitor and Convention Bureau from 7 to 9 p.m. on Tuesday evening.
 
On Wednesday, get ready for a full day of general sessions and breakout discussions based on the "7 Measures of Success."  The take away is on what remarkable associations and companies do that others don't with key characteristics between "Good" organizations and "Great" oranizations. Earn up to 6 hours of CAE credit!
 
For accommodstions, call 1-800-867-WILD (9453) and ask for block #198847 at Glacier Canyon Lodge to get your special $89 guestroom rate. Make your reservation by Aug. 20, 2010.
 
A summer night with WSAE Concerts on the Square
Join us for Happy Hour and Concerts on the Square in Madison 
 
WSAE staff invite you to experience a summer evening on Wisconsin's Capitol Square. We'll start with a happy hour gathering at Coopers Tavern on Mifflin Street - near the top of State Street and kiddy-korner from the WSAE office. Enjoy light hors d'oeuvres and a cash bar. Later, walk across the street to the Capitol lawn and enjoy one of Madison's most loved summer traditions: Concerts on the Square.

We're looking forward to sharing the sites and sounds of the Capitol Square with you - a fantastic way to spend a summer evening in Madison!
 
Schedule and Location
Wednesday, July 28
Coopers Tavern
20 West Mifflin Street
Madison, WI
(608) 256-1600
Fee: $10
Time: 4:30 - 7pm followed by "Concerts on the Square."

WSAE will have a space reserved on the lawn near the southwest corner of Mifflin and Pinckney Streets. Blankets will be provided. BYOP (bring your own picnic). The theme of the night is "Summer Nights in Vienna," featuring dancers from the Madison Ballet.

Register here.

 
Bring your ideas!Innovation Task Force develops white paper
Next Meeting Friday, July 16

At this Friday's meeting, the Innovation Task Force will review the first draft of its white paper on innovation for the association community, describing the key principles that must be embraced in order to create a successful innovation function in an association, and providing some practical strategies for associations to consider in adopting them.
 
All WSAE members are invited to attend and participate. Registration is necessary, with the $10 fee going to cover the cost of lunch. Please direct questions to Innovation Task Force Chair, Eric Lanke, CAE, at (414) 778-3351 or elanke@nfpa.com.
 
Schedule and Location
Friday, July 16
11:30 a.m. tp 1:00 p.m.
National Association of the Remodeling Industry
11815 West Dearbourn Avenue
Wauwatosa, WI 53226.
 
Central WisconsinCentral Wisconsin Regional Meeting set for Stevens Point
Wednesday, July 21 
 
Planned especially for our members in the central and northern parts of the state, this afternoon retreat is open to all professionals engaged in association management. The free session will begin at 3 p.m. with a presentation on Health Insurance Trends and What We Can Expect in the Future from Kevin Meyers, RHU of Security Health Plan. Up next will be a discussion on Hotel and Trade Show Trends. Stick around for SentryWorld's "Jazz on the Patio," order dinner and network with colleagues. 
 
Schedule and Location
Wednesday, July 21
3:00 p.m.
SentryWorld, Stevens Point
Registration is complimentary
 
Conversations from WSAE's Connected Community
 
Connected Community
I'm looking for a resource that would enable us to host a simple webinar - basically just want to be able to run a power point and have conversation via a conference call. Any recommendations for me?
How do you find the right balance between a board that is constantly looking over your shoulder and a board that is AWOL and is never engaged.
 
We are in the process of revising/adding to our current policies and guidelines.  If anyone is willing to share a listing of your association policies, please e-mail me. Specifically, we are interested in volunteer management policies and guidelines on how to release committee volunteers.
 
Wondering if other association publishing professionals have joined education and networking groups such as Association Media and Publishing or if anyone can recommend other organizations or e-groups that can give me a boost. Alternatively, would any publishing gurus be interested in developing a community here online to share ideas and examples of their work? -perhaps meeting face-to-face occasionally for a publishing "roundtable?"
 
We all have event horror stories. Let's have some fun and share some of them (while being sensitive to the make-up of our community).
 
We are planning to send a letter to each of our employees at the beginning of each new fiscal year thanking them for all of their work for members of the association, and listing their salary and benefits (not explaining each benefit in detail, but rather quantifying the cost/value of the benefits).  Does anyone have a good model or template for such a letter they would be willing to share?
 

Governance best practices for non-profits
Insights into IRS Form 14114
 
According to the Internal Revenue Service (IRS), a well-governed charity is more likely to obey the tax laws, safeguard charitable assets and serve charitable interests, than one with poor or lax governance. An organization that has a defined purpose, strong governing body and management team, and sound management practices, is more likely to serve the public and maintain compliance with tax filings. With the IRS' attention focused on governance, as well as the new governance section of Form 990, organizational controls, policies, and procedures are now falling into the spotlight. Charities should keep this in mind in developing initiatives.
 
In December 2009, the IRS issued Form 14114, a Governance Check Sheet, which is completed by the IRS when a charity is under audit. Clifton Gunderson's Best Practices for Not-for-Profit Corporate Governance: Insights into IRS Form 14114, Governance Check Sheet outlines the major sections of this check sheet, including governing body and management, compensation, organizational control, conflict of interest, financial oversight and document retention.
 
Welcome new members
  • Joan Geiger Executive Director, Inc
  • Kate Grimshaw Four Points by Sheraton Milwaukee North
  • Shelle Kindschuh Menominee Casino Resort
  • Caley Kleczka, CAE Executive Director, Inc    
  • Leah Kopp Executive Director, Inc  
  • Maggie Richardson NARI of Madison, Inc  
Legal & legislative update on employment law
July 2010
Provided compliments of Bob Gregg, Boardman Law Firm
Constant Contact
About Us
 
The Wisconsin Society of Association Executives has over 300 members dedicated to the profession of association management. Its mission: To advance and promote the profession of association management by providing education and an opportunity for the exchange of ideas among its members.
 
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22 N Carroll St., Ste 300
Madison, WI 53703
(608) 310-7850
www.wsae.org