Prioritizing Professional Development Opportunities in Your Association: Strategies for Success

Jul 13, 2023 3:30pm ‐ Jul 13, 2023 4:30pm

Identification: INT2339

In a world full of learning opportunities how do you make your organizations opportunities rise to the top of the options for your members? This session will focus on strategies to get you there. Is it the right content, at the right time, in front of the right people, for the right audience, with the right campaign, at the right price? These are the questions to be answered that will get you there.


Growing Your Membership in 2023 and Beyond

Jul 13, 2023 3:30pm ‐ Jul 13, 2023 4:30pm

Identification: INT2340

This session explores strategies and tools your organizations can use to grow membership, including developing relevant benefits, establishing and enforcing member-only content gates, and evolving membership recruitment and retention marketing campaigns. We will also evaluate common membership marketing collateral examples.


Educate the Educator

Jul 13, 2023 3:30pm ‐ Jul 13, 2023 4:30pm

Identification: INT2341

Educators hold the key to reaching students. What is the key to reaching educators and how can we work together to help increase interest in the CPA profession? This session will identify best practices for engaging academia in the profession and society efforts.


Non-Dues Revenue: Unlocking Financial Stability and Growth for Associations

Jul 13, 2023 3:30pm ‐ Jul 13, 2023 4:30pm

Identification: INT2342

With membership growth slowing or even declining for many associations, and expenses continuing to rise, the need for non-dues revenue has never been greater. In this session, we'll explore the latest trends in non-dues revenue for associations and discuss strategies for generating new sources of income. From leveraging digital technology and corporate partnerships to membership upgrades and data monetization, we'll cover the most effective approaches for boosting revenue and achieving financial stability and growth.


Rainmaking: Your Corporate Accounting and Finance B2B Business

Jul 13, 2023 3:30pm ‐ Jul 13, 2023 4:30pm

Identification: INT2343

Corporate Finance and Accounting Capstone: Have you ever wondered what would happen if your association focused as much time/energy/effort on supporting companies as we do CPA firms at a B2B level? This strategic session introduces core business-building concepts for how to start, build, and maintain non-CPA firm corporate entity relationships, as an association.

You will learn:

  • Areas CPA associations and many companies align with common interests;
  • Where and how decisions are made for supporting nonprofit associations;
  • How you can best position your unique basket of support initiatives/programs/services to attract corporate-level support and giving;
  • What talking points will serve often-diverse interests within a company;
  • How to develop key relationships with corporate CPA members, HR teams, and even executive leadership; and
  • What times of the year are best to engage in initial and ongoing business development.

Recognizing the Brain’s Thought Process: Psychology of Fundraising

Jul 14, 2023 8:30am ‐ Jul 14, 2023 9:30am

Identification: INT2344

Have you ever wondered what makes members commit financially to your organization? Whether it is a PAC, a foundation, or organizational dues, what makes members tick is an important lesson for not only government affairs professionals, but those who work in sustaining membership and foundations for organizations. Expert panelist, with years of experience in fundraising, will dive deep into the psychology of fundraising and best practices for organizations. You will learn the basic tenants of fundraising as well as new techniques to reach your audience to make the best possible fundraising year in 2023 and beyond.


An Evolution of Engagement and Experiential Learning for Accountants

Jul 14, 2023 8:30am ‐ Jul 14, 2023 9:30am

Identification: INT2345

The information age is over, welcome to the experiential age! In this session, a variety of tactics, tools, and engagement approaches are shared that reflect the evolution of learning innovation and engagement in this modern era. Explore how to enhance and extend meaningful learning beyond synchronous events ranging from virtual live sessions to in-person courses, conferences, schools, and workshops to foster greater social collaboration leveraging technology, gamification, real world scenarios, and creative techniques to enhance retention and transferability to the workplace.


Preparing Students & Educators for CPA Evolution

Jul 14, 2023 8:30am ‐ Jul 14, 2023 9:30am

Identification: INT2346

The future of the CPA designation is changing soon. How do we, as liaisons to the academic community, deliver important information so that our students and faculty are prepared for what lies ahead? Learn how to address these changes with your students and faculty and raise excitement for the evolution of the profession.


Best Practices for Building an Effective Marketing Strategy

Jul 14, 2023 8:30am ‐ Jul 14, 2023 9:30am

Identification: INT2347

Is your marketing effective? As the marketing landscape shifts, it is becoming more difficult for communications and marketing teams to capture members’ attention and stand out in a crowded digital space. A communications audit can help you determine what’s working, what isn’t and where improvements can be made. Melanie Allen of Green Loop Marketing will show you how and where to begin this process internally and offer guidance on how to make changes necessary to further your organization’s mission (without sacrificing quality). With social media playing a crucial role in every association’s marketing strategy, we will also explore best practices, tips and tricks for elevating your presence, developing successful digital campaigns and analyzing your progress.


Innovations in Membership Models

Jul 14, 2023 8:30am ‐ Jul 14, 2023 9:30am

Identification: INT2348

Is your membership model outdated and holding you back from growth? Associations of all kinds are rethinking their traditional membership model to revitalize their organizations. Organizational membership, memberships for allied professionals, subscription-based relationships, small practice memberships and more are transforming the way associations do business and opening exciting new avenues for revenue and membership growth.