CRM, Membership, Microsoft Dynamics CRM

Association Membership Software – What is it?

What is an AMS?

Links to articles by Chad Stewart from SmartThoughts 

Articles on Membership Software

What the Heck is Membership Software

The ROI of Membership Software

eBooks on Membership Software

Links to Articles by Wes Trochlil  from Effective Database Management

AMS Articles

An AMS Case Study



Membership, Social Networking

Super Swap (Six Idea Swaps in One Day) Wednesday, February 20, 2013

Super Swap (Six Idea Swaps in One Day)  Wednesday, February 20, 2013

ASAE Super Swap, Wednesday, February 20 at ASAE Headquarters

9:30 – 12:30    Air walls open for one large meeting room

9:30      Registration opens

10:00   Welcoming remarks

Barbara Armentrout, Marketing General Incorporated

Facilitators will collect suggestions from the audience on topics/questions participants want addressed throughout the day.

10:05 – 11:45 a.m. – Facilitated Discussions Focus on Dealing with Change

10:05 – 10:35 a.m. – Personal Development during Organizational Change.

Change can wreak havoc, or it can present an opportunity to re-assess strengths and determine direction. Do you have a plan to follow in case of upheaval, such as when the boss or client decides to go in a new and/or different direction? Or it’s a new boss? In this first segment we’ll explore:

– What “personal development” means.

– Why organizational change triggers a greater need for personal development.

– How we address our needs for development.

– When we should explore our options.

Bring your insights and experiences to this discussion.
Facilitator: Joan Eisenstodt, Chief Strategist with Eisenstodt Associates LLC, Washington DC

10:45 – 11:10 a.m. – Crazy Membership Ideas to Stay in the Black

Many associations are exploring or enacting creative ideas to fill the revenue gaps that opened in recent years. Some are changing from individual membership organization to trade/corporate membership; some are offering a la carte member dues; some are trying other strategies. We’ll talk about the options and potential pros and pitfalls.

Facilitators: KiKi L’Italien, President, Amplified Growth Inc., Alexandria, VA, and Lowell Aplebaum, Director, Membership & Councils, International Facility Management Association, Gaithersburg, MD

11:15 – 11:45 a.m. – Keep Calm and Carry On.

As associations (and everyone) come to grips with Fiscal Cliff realities, we will have a State of the Association Industry review and predictions. Discussions will continue as we break for a networking lunch.
Facilitator: Greg Melia, Chief Membership & Volunteer Relations Officer, ASAE: The Center for Association Leadership

11:45 a.m. – 12:45 p.m. – Lunch and Table Discussions

Jeanette Brown, MBA, Director of Market Development, Society for Vascular Ultrasound, Lanham, MD, delivers information about Open Space and Birds-of-a-Feather lunch arrangements; buffet lunch is served in the pre-function space.

12:30   Air walls are closed to create 3 meeting spaces for the afternoon

12:45 – 2:00 p.m. – 3 Concurrent Swaps Offer Deeper Dives into Organizational Change Topics

Trade Association Focus: A deeper dive into issues specific to trade associations including nurturing relationships with gatekeepers; improving membership awareness beyond the gatekeeper; effective renewal and membership acquisition strategies for trade associations.

Facilitator: Ron Rosenbaum, Senior VP Marketing & Business Development, Sports & Fitness Industry Association, Silver Spring, MD

Panelist: Tori Liu, Director of IS & Communications, Global Cold Chain Alliance, Alexandria, VA

Non-Dues Revenue Strategies: A deeper dive into the many options available to supplement dues revenue and how to decide which revenue stream (or streams) best serve your association and your needs.

Facilitator: Scott Oser, Principal, Scott Oser Associates, North Potomac, MD

Panelist: Carleigh Gordon, VP Sales, Genius Avenue, Phoenix, AZ.

Risk Management: It’s not just for hurricanes! A deeper dive into pro-active risk management for associations, ranging from preparing for weather issues that could tank your annual meeting to staffing crises when other groups recruit your star talent. How can your association develop a pro-active risk mindset that allows you to be agile when opportunities are presented?

Facilitator: MariAnne Woehrle, Senior Director of IT, Cable and Telecommunications Association for Marketing, National Harbor, MD

Panelists: Carol Hodes CAE, Executive Director, Knowledge Management and Carrie Rawn, Director, Conferences and Meetings, National Institute of Governmental Purchasing, Herndon, VA; Joan Eisenstodt, Chief Strategist, Eisenstodt Associates LLC, Washington DC.


2:00 pm           Super Swap concludes

Membership, Microsoft Office, Sharepoint

New App for the Ipad or Iphone for SharePoint access from

I tested a New App for the Ipad or Iphone for SharePoint access from that is now available in iTunes under SharePoint Mobile Client. It is for the iPad, iPhone, iPod Touch and it is under the category: Business.

I was looking for an easy way to access files in SharePoint from the Ipad and found the SharePoint mobile client, This app works with SharePoint Windows authentication or forms based authentication so I did not have to do anything to our environment or the Ipad to use the app other than enter the URL and then choose the authentication mode.  I was able to access our intranet through Windows authentication and then our website using a test member record with forms based authentication.

Security is an important factor in a corporate environment and does not store documents locally on the mobile device which is a big plus for me with the staff using more personal devices on our corporate intranet.

We have seen a rise in members using the Ipad to access our website which requires a new way of thinking on how members consume information that we are provide through SharePoint. External users (association members) can download the free lite version  to view files uploaded for them in our committee collaboration Form-based Authentication site.  This product will make it easy for any of our members that currently have iPhones and iPads to access reports and files.

I was able to access my SharePoint sites from my IPad quickly without looking at instructions or documentation.  The interface is clean and easy to understand.

The bar across the bottom allows access to the sites, files, updates, previous locations (History) and people.

harmonie picksharmonie

You can check-in, check-out and update documents. It also prompts user save changes to SharePoint.  You can also mark a document and library location as favorites using “breadcrumbs” and view a list of recent visited locations from the bar at the bottom.

I was able to open document types including Excel, Word, PowerPoint and Adobe documents using quick view or quick look.  I was also surprised that I was able to open documents using the SkyDrive app on my IPad  and download using SkyDrive or drop box.

I uploaded pictures and documents from my iPad to SharePoint just by clicking on forward arrow in drop box and the harmonie option came up and allowed me to save files. I saved  e-mail attachments to SharePoint from an open email without any issues.

I am going to be setting up my sites for my members so I am looking forward to the ability to view colleagues’ profiles and contact them via e-mail or phone. This will be a nice addition to our member directory by giving members and staff the ability to find people in SharePoint by entering department, skills, expertise and other keywords.

The other nice feature is that you can see profiles of the colleague who last modified a document and get updates when documents are modified so you can easily contact the person who modified the document with one click.

The app allows you to scroll through all the SharePoint content on the iPad  and quickly access any documents that you have permission in the document library. The interface for the documents allows you to quickly see all the information about a file including the modification date and user,  version, size and file type. Once you click on the file you can use the send button to email a link or the document or you can just copy the link to use in another document.  You can open the document to view with the quick viewers or use one of your preinstalled iPad apps that works with the different file types. The files can also be checked out if you want to prevent other users from changing the file while you are working on it.

I have been using the add in for Outlook which has allowed me to add meta data quickly to multiple files from outlook so I am looking forward to using this app on the iPad for the times that I am out of the office and need to quickly get to a file on the intranet or workspace.

I would definitely recommend downloading this app and trying it out.

Membership, Social Networking

ASAE Greater Washington is mixing it up on March 7, 2012

ASAE Greater Washington is mixing it up on March 7, 2012 with a new format for the Superswap.
There will be a “general session” in the morning and three “traditional” 90-minute swaps in the afternoon!
9:30 a.m. Registration opens
10:00 – 11:30 a.m.         > Morning Swaps
The morning session will consist of 3 different Pecha Kucha-styled sessions, 5-10 minute presentations, immediately followed by 20 minutes of conversation facilitated by the speaker.
11:30 a.m. – 12:30 p.m. > Networking Lunch
Power Lunch – Super Swap Style – At the beginning of the day, you will identify topics for discussion at each lunch table. During lunch, you get to choose your favorite topic table. Everyone is free to stay at the same table or visit several different tables.
12:30 – 2:00 p.m.           > Afternoon Swaps
Free & Cheap Tech Tools—What Will You Be Using in 2012?  West Room New technology comes on the market every day. But what is worth your time? Join us for a discussion of new websites, tools and apps that are useful for both nonprofit organizations and your professional life. Attendees are encouraged to bring at least one suggestion for a tool/app or website they have begun using in the last year, and we will have a A/V material available to demonstrate how they work. Moderator: Rhea Steele, CAPM, Council of Chief State School Officers
Making it Rain: How to Drive Non-Dues Revenue Central Room In today’s association climate, dues revenue alone is not enough to maintain a viable, healthy organization. Establishing a range of diverse, sustainable revenue streams is one of the most important issues facing our Associations today. This is certainly a philosophical shift for many groups. This interactive discussion will include a range of non-dues revenue topics including corporate partnerships and membership categories, expositions, meetings, affinity programs and much more. Come prepared to talk about what has and has not worked in your organization. Moderators: Ron Rosenbaum, Sporting Goods Manufacturers Association and Scott D. Oser, Scott Oser Associates
Evolving Membership Models East Room In her book, “The End of Membership as We Know It,” Sarah Sladek argues that associations must shift their thinking and their models to adapt to the way participation is changing as a result of the generational shifts in the workforce, social changes, and the technology-eased access to content and community. How are these three issues affecting your membership? What new membership models are you exploring? Come with your challenges and successes for a discussion around evolving membership models. Moderator: Ms. Barbara J. Armentrout, Marketing General Inc.
Membership, Social Networking

Recruitment and Retention in a changing world.

 Moderator: Talisa Thomas-Hall, President, The
Center for Effective Organizations and Marianne Woehrle, Cable and
Telecommunications Association for Marketing.

The ways we reach out to prospective members and
communicate with current members are changing.  Constituents demand return
on their membership investment more now than ever before.  They want
information and access at their finger tips.  There is more competition
for their time and attention.  Illustrating ROI in a way that is
digestible for candidates and long time members alike is an important piece to
increasing membership numbers.  Join us for this interactive Swap for
sharing ideas for adapting, enhancing, and changing membership models to thrive
in a changing world.  Come with your challenges and best practices.

Marianne Woehrle

Tweet: Recruitment and retention in a changing world #ASAEGW Oct 25th Super Swap.