FSAE Source July/August 2013 by FSAE

SOURCE www.fsae.org

july/august 2013

SUCCESS BY ASSOCIATION

LEADERSHIP:

Guiding Florida’s Association Industry into 2014 & Beyond 2013-14 FSAE Chair, Eleanor Warmack, CAE 2013-14 FSAE Foundation Chair, Jim Ayotte, CAE

FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES 2410 Mahan Dr., Suite 2 Tallahassee, FL 32308-5302 Change Service Requested

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WHAT’S INSIDE

SOURCE MAGAZINE: THE OFFICIAL PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES JULY/AUGUST 2013

Leadership/Transitions

Chairs’ Corner.............................. 5

FEATURES 9

What’s Happening @FSAE....... 17 IADR/AADR Case Study:

Leading Out-of-theBox Change

March 19, 2011, was a dramatic turning point in the history of the International and American Associations for Dental Research — and a giant step forward in the governance of the two associations.

CTRL+ALT+Delete: Reboot Your Association for Success

Do you ever wish you could simply wave a magic wand—or hit a magic keystroke—and reboot your association for success? By holly duckworth, cae, cmp President National Speakers Association 2013 Conference Speaker

Why Don’t Board Members Do What They’re Supposed to Do?

An experience while conducting a workshop for about 100 nonprofit organization leaders led me to realize the real level of frustration associated with volunteer board members not meeting expectations. By hardy smith

SOURCE • JULY/AUGUST 2013

By Christopher Fox and Doug Eadie

IN EVERY ISSUE

Buyer’s Guide............................ 18 Properties Special Section.......... 20 People, Places & Things............ 24 New Members............................ 25 Foundation Contributors............ 26 2013 Calendar............................ 26

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with us

Overview of the Equal Pay Act

Most employers are familiar with laws that impact the employeremployee relationship such as Title VII of the Civil Rights Act of 1964 (hereinafter Title VII), the Americans With Disabilities Act, the Fair Labor Standards Act, and the Family and Medical Leave Act. Many employers, however, overlook the requirements of the Equal Pay Act of 1963 (EPA). This Article outlines the basic components and principals of the EPA about which employers should be aware. By Heather N. Tyndall-Best Sniffen & Spellman, P.A. .

Postmaster: Send address changes to: Association Source, 2410 Mahan Dr., Suite 2, Tallahassee, FL 32308-5302. Periodical postage paid at Tallahassee and additional offices. Copyright ©2013 FSAE This publication may not be reproduced in whole or in part without written permission. association source is published 6 times annually. Phone: 850-222-7994; Fax: 850-222-6350; E-mail: fsae@fsae.org; FSAE Online: http://www.fsae.org. ISSN #1066-8691.

Wise Words on Leadership By bob harris, cae

Associate Members Make it Happen

By Eric Szymanski, AAC 201213 Chair and Carolyn R. Fazio, AAC 2012-13 Vice-Chair A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

CHAIRS’ CORNER From eleanor warmack, CAE, cprp Executive Director Florida Recreation and Park Association, FSAE Chair

ecently I was shopping and saw a young girl captivated by looking at herself in the store mirror. Her mother came around the corner and quietly said, “Sweetie, beautiful little girls shouldn’t always look at themselves in the mirror, that’s called vanity.” I had to chuckle for a moment at the thought that this young girl, all of four years old, would have any idea what her mother just said to her. And then it struck me how ironic it is that we are taught as youngsters that looking at ourselves is not a good thing. There are only a few things that as your Chair I want to tackle and be successful at this year, and they all start with taking a long and thoughtful inward look at what FSAE is offering relative to programs and services. The only way we can accomplish that is to look deep within at what we are doing, why we are doing it, and whether it makes a difference to the membership. D.L. Moody said, “Our greatest fear should not be of failure, but of succeeding at something that doesn’t really matter.” All non-profits throughout the years accumulate clutter. Not just in our file rooms, but in the programs and services

that someone thought were a good idea, that no one values, but for some reason we keep doing. In order to de-clutter and return to our core service menu, the FSAE Board will combine a review of programs/ services with a review of data that shows the reach and impact of those services. If we wish to remain relevant and sustain ourselves for the long haul, we have to assure what we are doing is meaningful and valuable. We also must review what we are asking our valuable volunteers to do and evaluate whether that is the best and highest use of their talent, interest and energy. Are we populating our boards and committees for performance by allowing our priorities and program of work to determine the skill set we have in positions of leadership? Two years ago, the FSAE Foundation asked Harrison Coerver and Mary Byers to facilitate the Annual Think Tank. Their book Race to Relevance identifies the key areas in which Associations must perform intensive inspections, and they recommend actions that must be taken if we are to sustain excellence. It isn’t easy and it might even be uncomfortable, but I am confident

that we have the courage among the Board to make decisions to position FSAE for long term sustainability and growth. Our efforts will focus on those programs/services that are not only relevant, but are greatly valued by our members. Those areas will be our priorities and will focus allocation of resources so that we may continue to grow and remain relevant. We must also look at what effort we are placing on identifying, recruiting, mentoring and placing our future leaders. It is incumbent on each of us to begin the process of replacing ourselves. That means bringing younger talent to our committee structure and our Board so they can learn the institutional history and knowledge they will need to successfully guide FSAE into its future. There is nothing better we can do for FSAE than to replace ourselves with individuals of equal or greater talent, and the only way to build them is to teach them then get out of the way and let them lead. So, join me by taking a long hard look in the mirror and let’s make sure FSAE continues to excel, grow, and progress in all things, all the time.

by jim ayotte, cae Executive Director Florida Manufactured Housing Association, Inc., FSAE Foundation Chair

am humbled and excited to have been chosen to Chair the FSAE Foundation for the next year. I want to thank Tim Bell, Director of Strategic Accounts: The Americas, Hyatt Hotels and Resorts, for an incredible 18 months of service and leadership to the FSAE Foundation. I also want to congratulate Deborah Boza-Valledor, COO of the Miami REALTORS and Jamie Caldwell, VP of the South Florida Hospital & Healthcare Association for joining the FSAE Foundation leadership team as Chair-elect and Treasurer, respectively. The next year will be busy as the Founda-

tion works to refine its programming, increase its fundraising, elevate its stature and provide even more support to the Society and its members. As the incoming Foundation Chair, one of my goals is to broaden the donor base and increase donation revenue to the Foundation. For this to happen, members must understand what the Foundation is, what it does and why it is important to support. The FSAE Foundation is a 501(c) (3) organization that was created to enhance the Society’s programs and services through education, research, grants and certification initiatives. The Foundation accomplishes its mission in several ways,

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

including: sponsoring educational events like the Executive Series Lunch, which is free to members, and the Annual Think Tank; coordinating and marketing the annual association salary/benefits survey; administering grant programs that provide financial assistance to deserving FSAE members wanting to enhance their professional development; and running the FSAE Silent Auction, the Foundation’s largest fundraising event of the year. The FSAE Foundation is financially self-supporting and relies largely on member donations and proceeds from the Silent Auction to fulfill its mission. Considering continued on page 6 JULY/AUGUST 2013 • SOURCE

Florida Society of Association Executives 2410 Mahan Drive, Suite 2 Tallahassee, FL 32308-5302 contact numbers: Phone ........................ (850) 222-7994 Fax ............................ (850) 222-6350 E-mail ........................... fsae@fsae.org Website ......................... www.fsae.org President/CEO: Deanna Menesses, CAE deanna@fsae.org; (850) 702-0943 Director of Education and Events: Summer McKanstry summer@fsae.org; (850) 702-0942

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the important services provided by the Foundation, every FSAE member should contribute to the FSAE Foundation annually. One of the easiest ways to donate is in conjunction with your annual FSAE membership renewal. If you have not made a donation to the Foundation this year, I encourage you to do so now. Right now, before you forget! Donating to the Foundation is convenient and easy. Simply log-on to the FSAE website (www.fsae.org), click on the Foundation heading and follow the prompts. Members have several options for donating, including an automatic monthly payment option and a one-time donation. The monthly option allows you to schedule your contribution monthly to make it more manageable. Donations to the Foundation are tax deductible. Whether you write a check, make a one-time on-line contribution or enroll in the automatic monthly donation program, your support of the FSAE Foundation is important and greatly appreciated. Thank you once again for the opportunity to serve as the 2013/2014 FSAE Foundation Chair. I look forward to working with you over the next year to enhance the value of the FSAE Foundation to the Society and its members.

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Chair’s Corner continued ....

Editor: Adrian Amos adrian@fsae.org; (850) 702-0946 Advertising Sales: Sue Damon, (850) 926-3318 suedamonmarketing@gmail.com Graphic Design: Kim Campbell, Graphic Visions kim@graphic-visions.net; (850) 561-0491 Printer: Boyd Brothers Kathy Ford (850) 510-6665 kathyford@boyd-printing.com Disclaimer: Articles in this publication are designed to provide accurate and authoritative information with respect to the subject matter covered. It is provided with the understanding that neither FSAE nor the authors are engaged in rendering legal or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

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A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

By holly duckworth, cae, cmp President, National Speakers Association 2013 Conference Speaker

CTRL+ALT+Delete:

Reboot Your Association for Success

et me guess, your association has survived year over year by doing the same thing over and over again. Now suddenly, as if by magic, those “same old” member benefits and programs are falling flat, or even diminishing. Do you ever wish you could simply wave a magic wand—or hit a magic keystroke—and reboot your association for success? Yes, I know at the core of this challenge are organizations that do not like change. Yet, our very business model is struggling to survive. Associations are closing due to lack of members. The fundamental purpose of associations—to enable people to associate with one another—is being accomplished in new ways, thanks to global education opportunities and online networking. Business and economic conditions require your association to “reboot” and do it now. The good news is that rebooting your association doesn’t have to be hard. In fact, it shouldn’t be. It’s simply a matter of leaders and members agreeing to embrace change in small steps that create a more efficient and effective association. If you’re wondering what, precisely, those steps are, you’re not alone. Every day I receive a call from an association executive, volunteer president or board member lamenting how they want to make change in their organization but do not know where to start. The answer is right on your computer

CTRL+ALT+Delete

I’m guessing at some point in your career you’ve come across a PC. What do we do when the PC freezes up? When

no matter how much you tried to get it to open a new application it simply won’t? We hit the keystroke combination CTRL+ALT+Delete. Holding down these three keys reboots the computer and enables us to become productive again. Today, many associations are frozen with fear. Many are struggling to get something new started, but aren’t able to. And as a result, they’re not working. They need to reboot themselves using CTRL+ALT+Delete.

CTRL

A great place to start is to look at the issue of control. What are the policies, procedures and rules—both spoken and unspoken—that govern and influence your association? Are they enabling you to rapidly adapt and innovate, or are they holding your association back from what it could be? The first question I ask association leaders—both staff and volunteers— is, “What is the vision and/or mission of your organization?” Fewer than 1% of organization leaders can tell me the answer. A few leaders know where to go to look it up, while many can tell me they know it’s too long to be useful. This statement—or the lack of it—is a place of control where you may want to look. Your vision/mission should be the foundation for each and every decision you make. Without a clear vision/mission statement, you experience the everrevolving door of new leadership choosing what direction to take the organization, and that will control you. I also recommend that you look at the

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

bylaws of your organization. Do you know where they are? Do you know what they say? It’s critical that both your members and your board of directors understand not just how to access them, but why they exist and how they benefit the membership. Hit CTRL in your association and review your bylaw documents to determine if old policies are still serving you. While you are at it, check out the policies and procedures too. Most associations in “reboot” are simplifying and shortening these documents to reflect our faster paced Twitter, LinkedIn, blogging world.

ALT

Next, you want to look at creating new and exciting alternate solutions to the problems you are experiencing in your association. “Innovation” is a hot buzzword in every organization these days, but few associations know how to encourage innovation, or even know what “innovation” is. Associations by and large are creatures of habit. To reboot you have to create new ways of doing things. Which immediately creates fear—fear of change and fear of failure. One way to hit the ALT key in the face of fear is to start small. Have you ever purchased software with the words “BETA” on the box? Beta— by definition—is a limited release of a product with a goal of finding bugs before the final release. To decrease the fear of doing something new in your association, create one or two new member benefits and launch them in Beta. (If it’s good continued on page 22 JULY/AUGUST 2013 • SOURCE

By hardy smith HardySmith.com

Why Don’t Board Members

Do What They’re Supposed to Do?

s a consultant, author, and speaker whose work focuses on helping improve the performance of nonprofits and associations and their essential leadership teams, I know board member performance is a constant topic of discussion. An experience while conducting a workshop for about 100 nonprofit organization leaders led me to realize the real level of frustration associated with volunteer board members not meeting expectations. During the workshop, the response to my question, “What’s your number one problem?” was almost in unison: “It’s those board members! Why don’t board members do what they’re supposed to do?” As a follow-up, I asked two more questions: “Are those board members aware of what it is they’re supposed to be doing? And if they are, did you ask them or did you tell them?” The room went instantly quiet. Why? Because the very same people who were saying, “We have nonperforming board members,” all of a sudden recognized they might be contributing to the problem. The intriguing response started me on a two-year project to find answers to the compelling question: Why don’t board members do what they’re supposed to do? By conducting a survey of nonprofit and association board members, I gained a revealing understanding of board member thinking relative to criticism of their performance.

Survey Methodology

The survey’s objective was to identify issues affecting relationships between nonprofit organizations and their board

By conducting a survey of nonprofit and association board members, I gained a revealing understanding of board member thinking relative to criticism of their performance.

SOURCE • JULY/AUGUST 2013

members – from the board members’ perspectives. Participants reflected a wide variety of occupations and interests, including university presidents, top corporate executives, business owners, association CEOs, retirees, teachers, community activists, political leaders, doctors, attorneys, engineers, management and non-management level employees, a college basketball official, and dedicated volunteers. In addition to getting responses to the priority question – Why don’t board members do what they’re supposed to do? – the survey collected suggestions regarding how organizations can be more effective in engaging their existing and future board members through four additional open-ended questions: • As a board member, what is your biggest criticism related to organizations and relations with their boards? • When asked to serve on a nonprofit board, what motivates you to say yes? • What are reasons you would turn down a board position? • How can organizations be more effective in utilizing their board members?

The Board Members’ Perspectives

Survey results revealed candid opinions regarding board member relationships with the organizations they have served. In fact, their responses show they are just as passionate about those relationships as the organizations are about underperforming board members! Of course, many organizations enjoy highly effective and very engaged boards. But, for those who don’t and for those who want to make sure their board member relationships remain strong, paying attention to what these board members have to say – as well as listening to your own board members – will pay big dividends. Six recurring themes were identified as the foundation for most performance-related issues and solutions: communication, no surprises, connectivity, time, accountability, and organizational focus. The survey’s resulting white paper shares responses along with board member suggestions for correcting less-thanpositive situations. Download a copy of Hardy Smith’s “Why Don’t Board Members Do What They’re Supposed to Do?” at www.hardysmith.com/en/whitepaper.html.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

IADR/AADR Case Study:

Leading Out-of-the-Box Change By Christopher Fox and Doug Eadie

Reprint: This article originally appeaared in the October 2012 issue of FORUM magazine, published by the Association Forum of Chicagoland.

arch 19, 2011, was a dramatic turning point in the history of the International and American Associations for Dental Research — and a giant step forward in the governance of the two associations. Meeting jointly in San Diego, the IADR and AADR boards of directors unanimously decided to take steps to strengthen their governing performance. Most importantly, the two boards voted to establish a new structure of four standing committees for each board corresponding to the broad streams of governing decisions and judgments that effective association governing boards regularly make: Board Operations; Member/Stakeholder Relations; Performance Monitoring/ Audit; and Strategic and Operational Planning. The IADR and AADR boards also agreed to disengage board members from involvement in the existing, highly traditional structure of “silo” committees having more to do with technical advisory work than governing; for example, such committees as the annual session, publications, science information and fellowships. The boards concurred that the important non-governing work of these existing committees would continue, but would be populated by senior-level, nonboard volunteers with oversight from the new standing committees.

its strategic decision making, rather than treating Council input as a traditional “rubber stamp” exercise. • Board members in both associations find their governing work more satisfying and feel stronger ownership of the 1/2 page island 3/12/13 11:36 am page 1

governing decisions they make, while the two associations also have benefitted from the active involvement of nonboard volunteers in the technical advisory committees that have developed new approaches to carrying out their charges. continued on page 23

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Powerful ROI

In the 18 months since the associations implemented the new governing structure, the boards realized a powerful return on the investment of time, energy and money: • The regular business meetings of the boards have become more productive and time-effective because of the four standing committees’ preparatory work. • The boards have a firmer grasp of the strategic issues demanding their attention. For example, IADR was able to develop a specific research agenda within a few months rather than an estimated three years. And AADR was able to factor key insights from its Council into

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A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

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By Heather N. Tyndall-Best Sniffen & Spellman, P.A.

Overview of the Equal Pay Act

ost employers are familiar with laws that impact the employer-employee relationship such as Title VII of the Civil Rights Act of 1964 (hereinafter Title VII), the Americans With Disabilities Act, the Fair Labor Standards Act, and the Family and Medical Leave Act. Many employers, however, overlook the requirements of the Equal Pay Act of 1963 (EPA). This Article outlines the basic components and principals of the EPA about which employers should be aware. The EPA is a Federal law which prohibits employers from discriminating against employees on the basis of their sex with regard to pay. Simply stated, the EPA requires that men and women receive equal pay for equal work. In passing the EPA, Congress intended to cover as many employers as possible and thus, unlike some of the statutes mentioned above, the EPA does not have a minimum employee threshold (i.e., 15 or more employees). Rather, all employees who are “engaged in commerce” (which includes virtually all employees) are covered by the protections of the EPA. The EPA applies to employees of both sexes. Thus, both male and female employees may claim that employees of the opposite sex are paid at a higher rate in violation of the EPA. An employee claiming a violation of the EPA must prove that: (1) different wages are paid to employees of the opposite sex; (2) the employees do equal work which requires equal skill, effort and responsibility; and (3) the employees have similar working conditions. “Different Wages” - “Wages” under the EPA include all payments to or on behalf of an employee as remuneration for employment, including fringe benefits. This term is broadly construed. “Equal Work” - The jobs being compared do not have to be identical. They need only be “substantially equal.” To determine whether work is “substantially equal,” courts often look to the content of the job as it is actually performed, rather than to the content of the job descriptions or the job titles. To be found “substantially equal,” the jobs being compared must require equal skill, equal effort, and equal responsibility. “Similar Working Conditions” - The jobs being compared must be performed in the same surroundings and under the same hazards. The “surroundings” are the elements regularly encountered by the employee. The “hazards” are the physical A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

hazards regularly encountered by the employee. The EPA recognizes the following four defenses that employers may raise to a claim of pay discrimination based on sex: 1. Seniority System - A wage differential based on the date employees are hired is permissible, so long as the criteria utilized is not applied in a discriminatory fashion. 2. Merit System - A wage differential based upon differences in employee performance is permissible under the EPA. 3. Quantity and Quality of Production - Bona fide incentive programs which reward either the quantity or the quality of the work performed by employees are acceptable. 4. Factors Other than Sex - This is a catch all defense employers are entitled to raise which allows for wage differentials based on “any factor other than sex.” The EPA is enforced by the U.S. Equal Employment Opportunity Commission (EEOC). The EEOC’s website (www.eeoc.gov) contains the text of the EPA, the regulations implementing the requirements of the EPA, and guidance for employers. It is highly advisable for employers to review their compensation system at least once per year to ensure that the requirements of the EPA are being followed. Ms. Tyndall-Best is an associate with Sniffen & Spellman, P.A. The Firm represents employers in labor and employment law and civil rights matters, and also represents clients, including associations, in administrative law, license defense, civil litigation, commercial disputes and commercial transactions, school law, local government law, and election law. Ms. Tyndall-Best can be reached at (850) 2051996 or htyndall@ sniffenlaw.com

JULY/AUGUST 2013 • SOURCE

By bob harris, cae NonProfitCenter.com

Wise Words on Leadership

The Board’s Best Questions

efore accepting an offer to serve on a board, a prospective director should ask a few key questions. The organization’s executive director and nominations committee should be armed with the answers: Is there a roadmap that the board follows? We have a strategic plan spanning three years. The board, committees and staff rely on the plan to stay on course and advance our mission.

• You won’t have to do anything when you get on the board. • We don’t provide the board with financial statements. • You don’t need to worry yourself about that. • We’re too small for an audit. • We’re a corporation – we don’t need insurance. • We’re either a c3 or c6 – I think.

Does the board have support and counsel? In addition to an executive director (CEO) who works for and implements decisions of the board, the budget provides for access to an attorney and accountant. Regarding staff, directors are encouraged to have a collegial professional relationship but recognize they are not the boss of the employees.

What about board expectations not described in the governing documents? Prior boards have identified “cultural expectations” and created a document communicating them. These include items such respect for time (meeting will start on time), a request that directors help to enroll members and that directors serve on committees.

What if I disagree with the board? Diverse opinions are respected on the board. Inside the board room is the place to express divergent opinions. If you disagree, you are invited to voice your thoughts and to go so far as to record a dissenting vote in the minutes. After the board meeting, you would be expected to express your support for the decisions of the board.

While a volunteer may be flattered to be asked to serve, they have a responsibility to inquire about expectations and resources.

Is there risk associated with board service? While the opportunity to serve outweighs the risk, we have taken steps to protect the board. Directors benefit from doctrine of volunteer immunity statutes, as well as indemnification indicated in out bylaws. The organization is incorporated, another way to protect individuals on the board, and we have purchased directors and officers liability insurance. Do we have access to information? An orientation is conducted annually for all board members, supplemented by distribution of governing documents and key information. The board has access to nearly all information with exception of personnel files. We maintain a password protected information portal for directors to have 24/7 access to documents. Does the board adhere to any guiding principles? Prior boards have identified the values most respected by our members that are always considered in decision making. These include transparency, honest, accountability and innovation.

Run if You Hear these Answers!

SOURCE • JULY/AUGUST 2013

Note: Bob Harris, CAE, offers board tips and templates at www. nonprofitcenter.com. He invites input and questions at bob@ rchcae.com.

Call it Anything but a Committee

o matter what you call them, committees are a group of people working to advance a project or effort. Committees supplement efforts of the board and staff. They are a proving ground for future leaders. Their expertise can be invaluable and their collaboration can produce significant results. Yet, committees have fallen out of favor for many reasons: • Unproductive meetings and minimal results. • Members are too busy to volunteer. • Too many committees with no clear alignment to the strategic plan. • Working in silos, having minimal interface. • Lack of committee resources or support by liaisons or staff.

Committee Trends

Organizations are reducing or eliminating of all but the es-

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

sential committees. Standing committees named in the bylaws are being replaced with new forms of work groups. At a minimum, organizations are reviewing the roster of committees to consider what can be merged, eliminated or enhanced. Every committee should align with the strategic goals.

FSAE Foundation Golf Tournament

Terminology

Standing committees are identified in the bylaws and continue during a term of office (usually a year or two.) Ad hoc committees and task forces are short term appointments to achieve an assigned task, and then disband upon completion. Volunteers with limited time prefer short term assignments. Other names for committees include: Special Interest Groups – A forum for like-minded constituents to share information and undertake projects. Quick Action Teams – Similar to task forces but designed to be even shorter in scope and duration. Commissions – Prestigiously appointed to report on a topic or issues within a set time.

FSAE Foundation Golf Tournament SouthWood Golf Club, Tallahassee

October 17, 2013

Work Group – Likely to make volunteers shudder when they are asked to join a committee starting with the word, “work.”

Tournament Schedule

Councils – Often made up on specialties or like-minded individuals.

Shot-gun Start

8:30 am

Tournament

8:30 am – 12:30 pm

Lunch & Awards

12:45 pm – 2:00 pm

Project Teams – Group assigned to manage a task that advances a larger project. Think Tanks – Collaborative groups creating a scholarly paper or high level outcome. When it comes to committees, it is highly appropriate to scuttle the phrase, “we’ve always done it that way” to consider new models for engaging volunteers in projects.

Successful Committee Practices • Every committee has a mission or purpose statement. • Current year charges are made including deadlines and performance measures. • A chair is appointed with a vice or co-chair to ensure sustainability. • Minutes are kept. • A notebook or committee portal is maintained to provide to the successive leaders. • Liaisons from board or staff are available to support and advocate. • Meetings are crafted to maximize

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Breakfast /Registration 8:00 am

The tournament is a Best Ball Shotgun Scramble. All four players hit their tee shots. The best shot is selected and all four players hit their second shots from that point. The best shot is selected again, and all four players play from that point. The format is followed until the ball is holed.

Event Pricing Foursome - $400

Individual - $100

Entry Fee includes: • Green Fees & Cart • Breakfast • Luncheon • Goodie Bags • Prizes & Awards • A Great Day of Fun to Benefit the Foundation

Sponsorships available!

For full details or to register online, visit www.fsae.org/golfTournament

JULY/AUGUST 2013 • SOURCE

2013-2014 FSAE Board of Directors OFFICERS

CHAIR Eleanor Warmack, CAE, CPRP Executive Director FL Recreation and Park Assn

CHAIR-ELECT Janegale Boyd President/CEO LeadingAge Florida

SECRETARY Gregory Brooks Executive Director/President AMC Source

TREASURER Al Pasini, CAE Chief Operating Officer LeadingAge Florida

directors at-large

IMMEDIATE PAST CHAIR John Ricco, CAE Chief Staff Executive Partners in Assn Management, Inc

John Clark, CAE Executive Director & CEO Building Industry Consulting Services International (BICSI)

Connie Galietti, JD Executive Director FL Psychological Assn

Marsha Kiner Associate Executive Director Assn of Florida Colleges

Rachel Luoma Chief Staff Executive Partners in Association Management, Inc.

associate directors at-large Rusty Payton, CAE COO FL Dental Assn

Ted Smith, CAE President FL Automobile Dealers Assn

Foundation Liaison

Richard Miseyko, CMP, CMM President Site Search, Inc.

ex-officio

Eric Szymanski Senior Sales Manager Walt Disney World Resort

Jim Ayotte, CAE Executive Director Florida Manufactured Housing Association

Stephen Trickey, CAE EVP/COO Associated Industries of FL

SOURCE â&#x20AC;˘ JULY/AUGUST 2013

Deanna Menesses, CAE FSAE President/CEO

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

2013-2014 FSAE Foundation Board of Trustees OFFICERS

CHAIR

Jim Ayotte, CAE Executive Director FL Manufactured Housing Assn

CHAIR ELECT Deborah Marie Boza-Valledor, CIPS, CRB, CRS Chief Operating Officer Miami REALTORS

TREASURER Jaime Caldwell, ACHE Vice President South Florida Hospital & Healthcare Association

immediate past chair

Timothy Bell Director, Strategic Accounts – The Americas Hyatt Hotels and Resorts, Hyatt Hotels in Florida

TRUSTEES

Kathy Anderson, CAE, CRMA Director, North American Advocacy Institute of Internal Auditors

Gayle Carson, CSP, CMC, EdD President Internet Association of Information Marketers

Marsha Kiner Associate Executive Director Assn of Florida Colleges

Erin Daly Associate Public Affairs Consultants

Chip Minick Area Sales Manager Hutchinson Island Marriott Beach Resort & Marina and Sanibel Harbour Marriott Resort & Spa

FSAE Board Liaison

Eleanor Warmack, CAE, CPRP Executive Director FL Recreation and Park Assn

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Carolyn Raffa Fazio, ECAM Senior Strategist / CEO Fazio International Ltd.

Al Pasini, CAE Chief Operating Officer LeadingAge Florida

Sue Fern President Assn Services

Barbara Solis, CMP Associate Director – Meetings Florida League of Cities

ex-officio

Deanna Menesses, CAE President/CEO FSAE

JULY/AUGUST 2013 • SOURCE

Associate Members Make it Happen Carolyn R. Fazio, AAC 2013-14 Chair Senior Strategist / CEO, Fazio International Ltd.

Eric Szymanski, AAC 2012-13 Chair Sr. Sales Manager, Disney Destinations

t has been a very productive year for the FSAE Associate Advisory Committee. We wrapped up our series of meetings at The Breakers Palm Beach in May (hosted by Kimberly Chorniewy). Our meeting was productive, and members in attendance were able to network with the FSAE Board and FSAE Foundation Board during the South Florida Meet & Greet, which also took place at The Breakers.

New Associate Tag Line

You may have noticed the words, “Associate Members Make it Happen,” popping up around FSAE. We’d like to share some insight as to how this statement was developed and the thought process behind its use. The AAC developed this tag line during our March meeting in Orlando as an action item based on our Committee’s Financial Awareness Campaign. The campaign’s goal is to make all FSAE members better aware of how the contributions of our Associate members translate into savings for our FSAE Executive Members.

Affordable fees are possible because of our Associates’ generosity and investment in FSAE Our Associate Members are working in a challenging business environment where contributions of time and sponsorship dollars are heavily scrutinized by the leaders who make decisions on how resources are allocated. We are passionate about FSAE, and we look forward to giving as much as possible. The sponsorship and advertising dollars generated by Associate Members help keep the costs of participation in FSAE affordable for our Executive Members. 16

SOURCE • JULY/AUGUST 2013

We hope this tag line is well-received across the board. Our AAC members know that Executive Members contribute heavily to FSAE. We recognize and appreciate their contributions each and every day. Quite frankly, we understand that Associate Members are employed because of the work of FSAE’s Executive Members and our ability to provide the services their organizations need. The reality is we need each other to be successful. We’re in this together, and FSAE needs both Executive and Associate Members to volunteer resources for FSAE to thrive. We will never take that for granted, and we want you to know how much we value and appreciate the business, networking and flow of ideas that Executive Members bring to our organizations.

Wrapping Up

We’re proud to say that our committee has accomplished 100% of our 2012-2013 goals, and it has taken a true teameffort to make them happen. We all look forward to a successful FSAE Annual Conference in Tampa. Once again, please join us in thanking all our AAC members for their hard work this year (http://fsae.org/acc). Carolyn Fazio, CEO of Fazio International Ltd. takes over as AAC Chair for 2013-14, and Betty HomanBolick, Sales Manager at The Florida Hotel & Conference Center, will be the new AAC Vice-Chair.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

What’s Happening @FSAE By Deanna Menesses, CAE FSAE President/CEO

e’ve had a very busy spring here at FSAE! In May, Committee members who have been diligently reaching out to we had the pleasure of spending time with members all FSAE Members. Only with your participation and support can at our South FL Meet & Greet, Board Meetings and we make FSAE a viable organization, committed to your success. Associate Advisory Committee (AAC) meetings at The Breakers, Watch your mail for Association RESOURCE, our Palm Beach. Not only were our luncheon and meetings successful, membership directory. It is at the printer now and will mail later we couldn’t have asked for more beautiful May weather or a more this month. beautiful setting! Thank you Kimberly Chorniewy for hosting us! The big agenda items for our May meetings were definitely Annual we value your business as much as you do Conference, the Online & Silent Auction and elections for 2013-14. I’m proud to announce our new FSAE Board of Directors and Foundation Board of Trustees (see page 14) and our new Chairs taking the helm for FSAE: Eleanor Warmack, CAE, Chair and Janegale Boyd, ChairElect. And for the Foundation: Jim Ayotte, CAE, Chair, and Deborah Boza-Valledor, CIPS,CRB,CRS,GRI,TRC, Chair-Elect. I also want to sincerely thank John Ricco, CAE and Timothy Bell for their dedicated service to FSAE and the Foundation for the past 18 months! June brought our first-ever Online Auction which was very successful! Open from June 3–16, the Auction totaled over 275 bids earning more than $13,500! This was the first time auction items were available to members who couldn’t attend the Annual Conference, as well as non-members who may just be getting introduced to FSAE. Thank you to all our members who donated items to the Online 540 guestrooms and suites • 70,000 sq. ft. of indoor and outdoor function space Auction and to everyone who participated Two championship golf courses, including The Breakers Rees Jones® Course in making it such a success! (See page Golf Academy • Ten lighted tennis courts • Four heated oceanfront pools 11) We are looking forward to seeing the 25 Beach Bungalows for daytime rental • One-half mile of private beach Auction success continue onsite at our Rejuvenating oceanfront spa • Two fitness centers • Renowned on-site shopping Annual Conference. Family Entertainment Center and activities • Nine world-class restaurants Annual Conference marks the start of Five bars, including HMF, Palm Beach’s hottest, new social drinking and eating destination our 2013-14 year. It’s off to a great start with exceptional leadership and tremendous volunteers serving on our multiple committees! I want to particularly thank Jim Ayotte, CAE and Lisa Chamberlain, To plan your next meeting or event, visit www.thebreakers.com CMP, our Conference Co-Chairs, everyone or call The Breakers Sales Department at 1-877-243-8174. who served on the Conference Committee Owned and operated by Flagler System, Inc. and FSAE staff for all the hard work that goes into creating such an incredible event! I also want to thank our Membership BH 36263 JUL_AUG 2013 FSAE HPIsland 4C Business Ad_MECH.indd 1

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

6/12/13 9:31 AM

JULY/AUGUST 2013 • SOURCE

Buyer’s Guide

Please Support These Loyal Advertisers!

facilities

♦ Hotels with Florida’s Green Lodging Designation

facilities ♦ BELLASERA HOTEL, NAPLES.................................. (800) 548-5284 BellaseraNaples.com THE breakers Palm beach................................... (561) 653-6604 thebreakers.com caribe ROYALE .................................................... (407) 238-8100 cariberoyale.com ♦ crowne plaza jacksonville riverfront...... (904) 398-8800 cpjacksonville.com crowne plaza TAMPA EAST................................ (813) 623-6363 crowneplaza.com/cptampaeast ♦ DAYTONA BEACH RESORT................................... (800) 654-6216 daytonabeachresort.com ♦ DIAMONDHEAD BEACH RESORT.......................... (888) 865-5844 diamondheadfl.com DORAL GOLF RESORT & SPA................................... (800) 9DORAL-9 doralresort.com ♦ doubletree hotel PALM BEACH GARDENS ..... (561) 776-2913 doubletreepalmbeachgardens.com doubletree hotel tampa westshore .............. (800) 222-TREE tampadoubletree.com ♦ doubletree RESORT ORLANDO— INTERNATIONAL DRIVE...................................... (407) 352-1100 doubletreeorlandoidrive.com EMBASSY SUITES ORLANDO LAKE BUENA VISTA SOUTH..................................... (407) 597-4100 orlandolakebuenavistasouth.embassysuites.com ♦ FAIRMONT TURNBERRY resort & CLUB................ (305) 932-6200 fairmont.com/tir/fsae gaylord palms................................................... (407) 586-6338 gaylordpalms.com ♦ GRAND HYATT TAMPA BAY.................................. (813) 874-1234 grandhyatttampabay.com HAWKS CAY......................................................... (305) 394-7239 hawkscay.com the helmsley sandcastle hotel........................ (941) 388-2181 helmsleysandcastle.com hilton sandestin beach golf resort & spa.............................................. (877) 705-6641 sandestinbeachhilton.com ♦ hutchinson island marriott........................ (800) 947-2148 hutchinsonislmarriott.com JW MARRIOTT MARQUIS MIAMI............................ (305) 421-8600 jwmarriottmarquismiami.com

SOURCE • JULY/AUGUST 2013

services

♦ LONGBOAT KEY CLUB & RESORT............................. (800) 237-8821 longboatkeyclub.com marco islAND marriott....................................... (941) 642-2794 marcomarriottresort.com marriott grand hotel resort........................ .....(251) 928-9201 marriottgrand.com marriott harbor beach resort & spa............ .....(954) 766-6133 marriottharborbeach.com marriott hollywood beach............................... (954) 924-2202 hollywoodbeachmarriott.com marriott KEY WEST................................................ (800) 546-0885 marriott.com/EYMWMC marriott St. Petersburg/Clearwater.................. (866) 508-0265 stpeteclearwatermarriott.com ♦ MIAMI MARRIOTT BISCAYNE BAY............................ (305) 374-3900 marriottbiscaynebay.com ♦ naples GRANDE BEACH RESORT........................... (239) 594-6736 NaplesGrandeResort.com ♦ OCEAN CLUB AT FAIRMONT TURNBERRY ISLE......... (800) 661- 8101 fairmont.com/tir/fsae OCEAN REEF CLUB................................................... (305) 367-2611 oceanreef.com ORLANDO MARRIOTT DOWNTOWN......................... (800) 574-3160 orlandomarriott.com ♦ orlando marriott lake mary........................... (407) 995-1100 marriott.com/mcoml ♦ orlando world center marriott resort....... (407) 238-8598 marriottworldcenter.com ♦ the peabody ORLANDO...................... (800) 42DUCKS (423-8257) PeabodyMeetings.com/fsae PELICAN GRAND BEACH resort.............................. (954) 556-7598 PelicanBeach.com ♦ PGA National resort and spa.......................... (800) 533-4669 pgaresort.com ponte vedra beach resorts................................ (800) 234-7842 pvresorts.com ♦ renaissance orlando Hotel............................ (407) 513-7208 Renaissanceorlandoap.com ♦ renaissance orlando at seaworld................ (407) 351-5555 RenaissanceSeaWorldOrlando.com ♦ Renaissance Vinoy Resort............................... (888) 303-4430 VinoyRenaissanceResort.com the resort at marinavillage................................ (239) 541-5000 MarinaVillageResort.com ♦♦ rosen centre .................................................. (800) 800-9840 rosencentre.com ♦♦ rosen PLAZA...................................................... (800) 336-9700 rosenplaza.com ♦♦ ROSEN Shingle CREEK....................................... (866) 996-9939 rosenshinglecreek.com SAFETY HARBOR RESORT........................................... (727) 724-7708 www.SafetyHarborSpa.com sanDESTIN® GOLF AND BEACH RESORT.................. (770) 486-3600 sandestin.com

CHEF’S CORNER continued on page 45

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

sanibel harbour resort & spa................................ (239) 466-4000 sanibel-resort.com sawgrass marriott....... (904) 285-7777 sawgrassmarriott.com sheraton fort lauderdale beach hotel................... (954) 524-5551 sheraton.com/fortlauderdalebeach ♦ sirata beach resort.....(727) 363-5107 sirata.com ♦ TAMPA MARRIOTT WATERSIDE HOTEL & MARINA........... (813) 204-6338 tampawaterside.com TOPS’L BEACH AND RAQUET RESORT................ (850) 267-9240 nwflgroups@resortquest.com ♦♦ TRADEWINDS................(727) 363-2215 TradeWindsMeetings.com UNIVERSAL ORLANDO....... (888) 331-9108 uomeetingsandevents.com walt disney world........ (321) 939-4553 DisneyMeetings.com westin imagine orlando......................... (407) 233-2971 westin.com/imagineorlando WINGATE BY WINDHAM ORLANDO INT’L AIRPORT... (407) 826-5258 wyngateorlandoairport.com

SERVICES AMERICAN AUDIO VISUAL.........(407) 888-8300 americanaudiovisual.com BOYD BROTHERS, INC...........(800) 677-BOYD (2693) boyd-printing.com dept. of family, youth & community sciences.................................(352) 273-3551 LINE1 COMMUNICATIONS......... (850) 668-6666 line1com.com MEMBERCLICKS.COM............(800) 914-2441 TECH SERVICES GROUP..........(850) 577-1411 TSGforIT.com

CONVENTION & VISITORS BUREAUS THE BEACHES OF FORT MYERS & SANIBEl.............................(800) 237-6444 FortMyersSanibelMeetings.com beaches of south walton...........(800) 822-6877x128 beachesofsouthwalton.com BRADENTON AREA CVB........(941) 729-9177x234 AnnaMariaIsland-LongboatKey.com charlotte harbor VCB............(941) 743-1990 CharlotteHarborMeetings.com daytona beach AREA cvb....... (800) 544-0415 daytonabeachmeetings.com emerald coast cvb, inc.........(800) 322-3319 destin-fwb.com

greater ft. lauderdale cvb........... (800) 356-1662 sunny.org/meetings greater miami CVB.............(800) 933-8448 miamimeetings.com INDIAN RIVER COUNTY......... (772) 567-3491 IndianRiverChamber.com, SebastianChamber.com visit JACKSONVILLE & THE BEACHES........................ (800) 340-4444 visitjacksonville.com/meetings Experience Kissimmee......... (407) 742-8252 MeetInKissimmee.com/meetings THE naples, marco island, everglades CVB.................. (800) 688-3600 ParadiseCoast.com/cms/d/plan_a_meeting.php VISIT ORLANDO..................... (800) 362-4424 OrlandoMeeting.com palm beach county cvb..........(561) 233-3000 palmbeachfl.com seminole countY.............. (800) 800-7832 visitseminole.com ST. AUGUSTINE/PONTE VEDRA.... (800) 418-7529 myfloridameetings.com VISIT st. pete/clearwater..........(727) 464-7234 VisitStPeteClearwater.com VISIT TAMPA BAY.................... (800) 826-8358 VisitTampaBay.com

FSAE Foundation Think Tank

The Membership Nexus:

Positioning Your Association in the Face of Declining Revenue Streams September 25-27, 2013 Sirata Beach Resort & Conference Center, St. Pete Beach

www.fsae.org

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

JULY/AUGUST 2013 • SOURCE

PROPERTIES SPECIAL SECTION

Meetings in South Florida of Jim Leiken and the famed Café Boulud as well as celebrity stylist Frederic Fekkai’s Palm Beach Salon, and you have the setting for a unique and memorable Palm Beach meeting experience. For more information, visit www.thebraziliancourt.com or call (561) 366-4303.

Bellasera Hotel

A hidden gem located in the heart of Olde Naples, Bellasera Hotel offers spacious studio, 1, 2 and 3-bedroom suites with private balconies and gorgeous furnishings. Bellasera Hotel in Naples offers 4,000 square feet of meeting space including ballrooms, an executive boardroom, meeting rooms, Zizi’s Restaurant and Lounge and an enchanting outdoor terrace overlooking the pool area. The Esterra Spa located on property is ideal for relaxation and offers massages, pedicures, manicures and body treatments. This Tuscan-inspired, 4-Diamond Hotel is walking distance from world class shopping and dining on the famous 5th Avenue in Naples and just minutes from the Naples Pier and the beautiful white-sand beaches of Southwest Florida. For more information, call (800) 548-5284 or visit www.BellaseraNaples.com/MeetingsGroups.

The Breakers Palm Beach

The Breakers is a legendary resort destination situated on 140 acres of breathtaking oceanfront property in the heart of Palm Beach. This modern-classic paradise features 70,000 sq. ft. of flexible indoor and outdoor meeting space including an oceanfront conference center, majestic ballrooms, executive meeting rooms, and picturesque courtyards and lawns. Amenities include 36 holes of championship golf; tennis; spa; private beach; four pools; five whirlpool spas; water sports; Family Entertainment Center; an array of distinctive restaurants and bars, including HMF an exciting new destination for social drinking and eating; and renowned onsite boutiques. The Breakers is a AAA Five Diamond property and has earned numerous accolades for its commitment to the environment and community service. For more information, visit thebreakers.com/meetings or call (877) 243-8174.

The Brazilian Court Hotel Awaits your Discovery

If you seek casual elegance and an intimate atmosphere for your Board of Directors Meetings or Executive Retreats, then please allow me to present the Brazilian Court Hotel as the ideal location. A fully remodeled 1920s and 30s era historic boutique hotel, The Brazilian Court is in the heart of the historic Island of Palm Beach, tucked between multi-million dollar residences two blocks from the Atlantic Ocean and a short stroll from Worth Avenue. Add the culinary specialties 20

SOURCE • JULY/AUGUST 2013

DiamondHead Beach Resort & Spa

With 8,000 square feet of event space including an executive board room, ballroom and outdoor terrace overlooking the Gulf of Mexico, DiamondHead Beach Resort & Spa on Fort Myers Beach is the perfect spot for your next meeting, conference, reunion, retreat or theme party.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

PROPERTIES SPECIAL SECTION DiamondHead offers 121 one-bedroom suites with a king-size bed, private bath, living room with queen-size sleeper sofa and a fully stocked kitchenette. Complimentary high-speed Internet is available in all guest rooms, meeting rooms and wireless “hot spots” throughout the resort. The Esterra Spa and Salon located on property is ideal for relaxation offering various treatments. Enjoy casual dining at Cabana’s Beach Bar & Grille and upscale dining at Chloës and Chloës Lounge. For more information, call (888) 865-5844 or visit www.DiamondHeadFL.com/MeetingsGroups.

range of meeting hotels including the Lauderdale Convention Collection, the downtown arts and entertainment district, and Blue Wave certified beaches. And getting around via Water Taxi is fun. As the #1 lowest business tax city (according to GBTA), Greater Fort Lauderdale offers great value as well as sunsational service. Get down to business by calling (800) 356-1662 or visit sunny.org/meetings.

CVB Spotlight A Unique Place to Meet Ocean Reef Club, Key Largo

Secluded on the northernmost tip of Key Largo, Ocean Reef Club offers 2,500 pristine, secure acres less than an hour’s drive from the Miami International Airport. Usually reserved strictly for members, this exclusive Club offers a rare opportunity for select groups to experience its unique way of life firsthand. Over the past three years, guest accommodations have been thoroughly updated, The Spa has been expanded to 9,500 square feet and includes a VIP suite and café and a state-of-the-art Golf teaching facility has been added. Several of the more intimate meeting rooms have recently been renovated, allowing for flexibility in break-out spaces and for private Board meetings, all within the same building. Contact Ocean Reef Club at www.Meetings.OceanReef. com or (800) 843-2730.

Meet Sunny: Style. Substance. Savings with Sun, Sand and Surf. The Greater Fort Lauderdale Convention & Visitors Bureau knows how to make a meeting planner shine. Getting here is a breeze with easy access from the Fort LauderdaleHollywood International Airport (FLL) with competitive fares, great connections and free Wi-Fi. Only four miles from the airport is the Gold LEED certified, 600,000 sq. ft. Greater Fort Lauderdale/ Broward County Convention Center, a wide

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Visit Jacksonville

Jacksonville, perfectly positioned along the Atlantic Ocean in Northeast Florida, is called the “River City by the Sea.” Whether you are looking to discover the undiscovered, ignite romance, reconnect with family, or be inspired by the city’s cultural offerings, unique cuisine, or uncrowded beaches, anything is possible. Visitors will find plenty to do with diverse activities, restaurants, and nightlife. From convention hotels to resorts to boutique properties, Jacksonville offers more than 18,000 guest rooms, fitting every budget and preference. Jacksonville welcomes groups from 10 to 10,000 to experience its unique meeting venues and event spaces. Beyond the meeting room, the possibility for an unforgettable experience is waiting for you in Jacksonville! Call (800) 340-4444 or go to www.visitjacksonville. com/meetings for more information. JULY/AUGUST 2013 • SOURCE

Reboot Your Association for Success continued .... enough for some of the world’s largest companies don’t you think it could work in your association?) A second way to create alternatives in your organization is to move away from “best practices.” The best association practice of the past may no longer meet the member needs of today - or the future. Elevate the conversation with your leaders towards “next” practices. Ask questions that drive dialogue to new conversations. Every piece of research shows that your members of today will not be the same as your members of tomorrow. Look to honor your “best” practices by blending them with a “next” practice to create your association of the future. Here’s an example: For most associations, one best practice is to have a monthly luncheon meeting with a speaker. Take that best practice and blend it with a next practice. A next practice might be offering a Google+ video hangout once a month where members can interact with a speaker and receive an education while also contributing to the knowledge with a facilitated dialogue. As an “ALT” solution for today, you could host your monthly member event and offer a simultaneous Google+ hangout giving members multiple options. (Oh, by the way, you could offer this option in “beta” for three events. #Justsaying.) To further hit the ALT key in your “reboot,” work with your membership to co-create new member benefits, communications tools, revenue models and event experiences that meet—and even exceed—the needs of your new audience.

How Do I Find New Leaders? By Bob Harris, CAE

he most common question asked by executive directors is, “how do I find new leaders?” Whether seeking directors for the board, volunteers for committees, or industry leaders to serve on allied boards, the critical step is to ASK. Nearly every volunteer remembers who flattered them with the question, “Would you accept a leadership role in our organization?” Consider this approach to building a corps of future leaders. The time and expense is minimal while the message conveys the opportunities for giving back and personal growth. Every other year, plan a half day “leadership summit” for prospective volunteers. Start in the morning with time to chat over coffee, and then invite speakers to describe the importance of volunteering. Promote opportunities on allied boards and councils as well as in the host organization. Subjects to cover: • Reasons and opportunities to be a leader in your profession, community and the organization. • How to be an effective volunteer — skillsets and respected principles. • Understanding governing documents, finances, strategic plan, etc. • Risk management, including volunteer immunity, insurance, conflicts, antitrust and authority. • Personal growth and balance as a volunteer. • Questions and answers. End with casual lunch conversations gauging the interest of volunteers. Note: Bob Harris, CAE, offers board tips and templates at www.nonprofitcenter.com.

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Delete

As you will recall, the magic PC reboot was not complete until you hit the last key: “Delete.” This same thing is true in associations. Every organization has limited resources both in time and in money. This constraint requires us to delete. Yes, delete! When facilitating strategic planning retreats with associations, I find this is biggest thing associations struggle with. Now, in 2013, with the onslaught of new business challenges from technology, globalism and generational changes, we must adapt. Many associations must realize it truly is survival of the fittest. We do not have the bandwidth to do both an awards gala and create a new awards event. We need to “delete” the old and step fully into something new.

The Rebooting Process

Implementing the CTRL+ALT+Delete reboot for your association is a careful process. It should be done as a conscious choice initiated by the board of directors and supported by the membership and staff. Association reboots are a co-created process requiring leaders and members to examine the beliefs, thoughts and actions they are making as a collective community. Take time now to step back and look at what controls exist in your organization. Create opportunities for dialogue about what you can do to change these things. Get excited about all the new alternate solutions you can create. Then work together to prioritize what will engage membership in the best ways. And finally, with a compassionate heart, delete the projects and programs that no longer serve your audience. I recently met with an association executive who was leading an organization with more than 75 years of history. She lamented that the organization was at a crossroad trying to honor what the founders set up while the industry and business climate required new solutions. I told her, “You don’t honor your founders by doing what they did. You honor them by keeping the association alive, and that requires adaptability and change.” To honor the legacy of the vision and mission birthed by your founders, have the courage—as they did—to look at what your collective community needs and do what it takes to be that solution. That makes your association relevant in the marketplace. Using the CTRL+ALT+Delete process will ensure that your association continues to not just survive, but flourish, for years to come. Holly Duckworth, CAE, CMP is an entrepreneur, author, speaker and thought leader, on association leadership and the meetings industry. She serves as President of the National Speakers Association Oregon, and Immediate Past Chair for the American Society of Association Executives Component Relations Section Council. Look for her book CTRL+ALT+Delete: Reboot your Association for Success available in 2013. Follow her on twitter @hduckworth or visit her web page www.leadershipsolutionsintl. com for more on building positive change thru leadership in your organization.

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Leading Out-of-the-Box Change continued .... Defying the Odds

Getting board members to embrace a new standing committee structure is, indeed, an out-of-the-box change initiative. The initiative was highly complex, both technically and politically. Moving from the traditional silo committee structure to true board governing committees could not possibly have been effectively handled as a business-as-usual operational planning issue. Wellintentioned change initiatives all too often bite the dust because of the familiarity and comfort people feel with established practices and the fear that often grips people when faced with significant change. Three factors enabled IADR and AADR to defy the odds and establish a dramatically new committee structure for both boards: 1. Early, intensive involvement of board members in the change process; 2. Reliance on board “change champions” to convince their peers to take action; and 3. Careful management of the implementation process.

Early Board Involvement

The IADR and AADR board chairs and executive director recognized that early, intensive board member involvement would be critical to bringing off significant governance change. Hiring a consultant to come up with change recommendations and then attempt to sell them to the boards would never fly, primarily because it would fail to generate the board member ownership and commitment necessary to overcome normal resistance to major change. Accordingly, they took three steps in fall 2010 to ensure successful governance reform: 1) scheduled a daylong retreat or “strategic work session” in December 2010, involving all IADR/ AADR board members and the executive team; 2) established an Ad Hoc Strategic Work Session Design Committee consisting of several IADR and AADR board members to design the December retreat; and 3) retained outside assistance in designing, facilitating and following through on the retreat. The ad hoc committee lent tremendous credibility to the change process. Co-chaired by the IADR and AADR presidents and consisting of seven other association officers, during a half-day session the committee established the December retreat’s objectives (e.g., “to familiarize ourselves with the key characteristics of high-impact association governing boards”); structure (e.g., the use of seven breakout groups led by board members to generate practical ways to strengthen the two boards’ governing capacity); and agenda. This information was then sent three weeks in advance to all retreat participants in a memorandum from all ad hoc committee members, the executive director and consultant, sending two very important signals to the participants: board members had taken the lead in designing the daylong event and the meticulous design ensured that the retreat would be worth everyone’s time and energy. Participants emerged from the retreat understanding the need for governance restructuring and how it might best be accomplished. A solid foundation for governance change had been laid.

Board Change Champions

Following the retreat, the ad hoc committee members acted as

highly visible change champions by taking the lead in presenting the recommended new standing committee structure to the two boards in March 2011.

Implementation Management

The third critical factor was close attention to the implementation of the new committee structure. The IADR and AADR board chairs appointed a new body consisting of members from both boards — the High-Impact Governing Program Steering Committee — to oversee the implementation of the new committee structure, including phasing board members out of the technical advisory committees. The executive team supplied the Steering Committee with a detailed, 16-page implementation plan. Taking this final step ensured the success of the new board standing committees, demonstrating that out-of-the box governance change can be successfully accomplished in relatively brief time when board members are: meaningfully involved early in the change process, take the lead in securing their peers’ approval of governance change and remain intensively involved in implementing the changes.

MEMBER NEWS

People, places HOTEL NEWS

ASSOCIATION NEWS

Hilton Sandestin Beach Golf Resort & Spa Appoints New Vice President of Sales and Marketing - Hilton Sandestin Beach Golf Resort & Spa, the largest full-service beachfront resort on Northwest Florida’s Gulf Coast, has announced the appointment of Richard Ross as the resort’s new vice president of sales and marketing. Ross’ responsibilities include shaping and executing all sales and marketing strategies for group and leisure markets; developing new programs to maximize opportunities and exceed revenue goals; management of the public relations and advertising initiatives of the resort and overseeing the performance management, coaching, recruiting and selection of the sales team.

Congratulations to FSAE Members Adrienne Bryant, Assn of FL Colleges and Maunda Land, CMP, Institute of Internal Auditors for being selected for ASAE’s 2013-2015 DELP Class - Twelve scholars have been chosen to join the Diversity Executive Leadership Program (DELP) as the class of 2013– 2015. DELP gives individuals from underrepresented segments of the association profession an opportunity to advance into the ranks of leadership in association management by providing networking opportunities, educational programs, and career guidance. DELP is a two-year program which includes a more dynamic learning experience to prepare the scholars for future leadership roles.

Congratulations to the Renaissance World Golf Resort for receiving a 2013 Certificate of Excellence from TripAdvisor. The prestigious award, which places them in the top–performing 10% of all businesses worldwide on TripAdvisor, is given to businesses that consistently earn high ratings from TripAdvisor travelers.

CVB NEWS New Brand for Tampa Bay Destination to Promote Tourism - ‘Unlock Tampa Bay’ invites visitors to explore and discover Hillsborough County - After a year-long process of research and testing, Tampa Bay’s new brand is officially launching to more effectively promote Tampa Bay as a tourism and meetings destination. ‘Unlock Tampa Bay’ was revealed at an evening launch event at the Tampa Convention Center. Tampa Bay’s new brand, Unlock Tampa Bay, invites visitors to explore and discover Tampa Bay. Emphasizing the destination’s history, culture and unique attributes, Unlock Tampa Bay will be promoted through avenues such as marketing collateral, print and online advertisements aimed at leisure travelers and meeting planners, and wearable merchandise that will be sold in the Visitor Center in Channelside Bay Plaza. As a byproduct of the rebranding process, Tampa Bay & Company changed its name to Visit Tampa Bay to be more direct with consumers on its mission of promoting Tampa Bay through tourism.

things

SOURCE • JULY/AUGUST 2013

AIA Florida Receives Sliver Award From Association TRENDS All Media Contest - The Florida Association of the American Institute of Architects (AIA Florida) is pleased to announce its Friday Facts Newsletter has been awarded the “Daily or Weekly Communication Silver Award” for the 2012 Association TRENDS All Media Contest. Friday Facts is AIA Florida’s online weekly vehicle used to keep in contact with its nearly 3,200 members. The newsletter began as Friday Fax when it was originally faxed to members. Since then, it has evolved into an e-newsletter that communicates association happenings on a national, state and local level. It also keeps members abreast on legislative and regulatory actions that affect the architecture profession. Highly anticipated each week the newsletter has an open rate of 35% which is far above the industry standard. The newsletter has become the prime source for information for members and a standard bearer for other AIA chapters across the nation to model. AIA Florida Selected To Receive Top Award For 100th Anniversary Celebration - The Florida Association of the American Institute of Architects (AIA Florida) has been selected to receive a Component Excellence Award from the American Institute of Architects for its public outreach in the celebration of the association’s 100th anniversary. The award will be presented at the 2013 AIA Grassroots, which is a leadership and legislative conference for AIA members held in Washington, D.C. The Component Excellence Awards recognize the best practices and ideas from components around the country with winning programs shared via the AIA website. This is the second Component Excellence Award received by AIA Florida since 2010 in the public affairs and communications category. In total, AIA Florida has received eight component excellence awards since 2004.

Visit Orlando Receives ‘Destination Partner of the Year’ from Industry-Leader HelmsBriscoe - Visit Orlando received the ‘Destination Partner of the Year’ in the U.S. award during HelmsBriscoe’s Annual Business Conference held in Orlando. The presentation was made by HelmsBriscoe Founder and CEO Roger Helms to Visit Orlando President & CEO George Aguel during the opening ceremony on April 17 at the Hard Rock Live Orlando. A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

Welcome NEW MEMBERS

EXECUTIVE

ASSOCIATE

Barbara Barnes Executive Vice President Lakeland Assn of Realtors 820 South FL Ave., Ste. 100 Lakeland, FL 33801 Phone: (863) 687-6111 www.lakelandrealtors.org

Tamara Aull Group Sales Manager DoubleTree by Hilton Hotel & Executive Meeting Center Palm Beach Gardens 4431 PGA Blvd. Palm Beach Gardens, FL 33410 Phone: (561) 776-2920 www.palmbeachgardens. doubletree.com

Marlene Erven Executive Director Alpha-1 Assn 2937 S.W. 27 Ave., Ste. 106 Miami, FL 33133 Phone: (800) 521-3025 www.alpha1.org Michelle Griffin Executive Director Windstorm Insurance Network, Inc. 2929 Langley Ave., Ste. 203 Pensacola, FL 32504 Phone: (850) 473-0601 www.windnetwork.com Megan Hendricks, MBA Executive Director MBA Career Services Council P.O. Box 47478 Tampa, FL 33646 Phone: (813) 220-3191 www.mbacsc.org Christine Lucas Chief of Operations Leadership Florida 201 E. Park Ave. Tallahassee, FL 32309 Phone: (850) 521-1220 www.leadershipflorida.org Barbara Peck Member and IH Services Director Am Society for Metabolic and Bariatric Surgery 3212 N.W. 25 Terr. Gainesville, FL 32605 Phone: (352) 359-3745 www.robara.com Jonathan Welsh Advocacy & Communications Manager Alpha-1 Assn 2937 S.W. 27 Ave., Ste. 106 Miami, FL 33133 Phone: (800) 521-3025 www.alpha1.org

Josie Azar Senior Sales Manager Doral Golf Resort and Spa, A Marriott Resort 4400 N.W. 87th Ave. Doral, FL 33178 Phone: (305) 591-6476 www.doralresort.com Juan Diaz Group Sales Manager Wyndham Grand Orlando Resort at Bonnet Creek 14651 Chelonia Pkwy. Orlando, FL 32521 Phone: (407) 390-2533 www.wyndham.com Melissa Gross Sales Manager Sheraton Tampa Riverwalk Hotel 200 N. Ashley Dr. Tampa, FL 33602 Phone: (813) 226-4432 www.SheratonTampaRiverwalk.com

Sarai Jiron Sales Manager Fontainebleau Miami Beach 4441 Collins Ave. Miami, FL 33140 Phone: (305) 535-3255 www.fontainebleau.com

Paul Romero Sales Manager Tampa Westshore Marriott 1001 N. Westshore Blvd. Tampa, FL 33607 Phone: 813.282.5710 www.marriott.com

Dorothy Kelley, CMP Sr. Destination Meetings Manager Visit Orlando 6700 Forum Dr., Ste. 100 Orlando, FL 32821 Phone: (407) 354-5526 www.OrlandoMeeting.com

Lori Rupp Director of Sales & Marketing Sheraton Suites Orlando Airport 7550 Augusta National Dr. Orlando, FL 32822 Phone: (407) 240-5555 www.sheratonorlandoairport.com

Emily Kresser, CASE National Sales Manager Turnberry Isle Miami 19999 W. Country Club Dr. Aventura, FL 33180 Phone: (786) 279-6265 www.turnberryislemiami.com

Denise Santos-Colonel Sales Manager Loews Don CeSar Hotel 3400 Gulf Blvd. St. Pete Beach, FL 33706 Phone: (727) 363-5093 www.loewshotels.com

Mark Lowry Chief Revenue Officer Higher Logic 901 N. Gabe Rd., Ste. 1005 Arlington, VA 22203 Phone: (202) 360-4448 www.higherlogic.com

Gina Sinatro Group Sales Manager One Ocean Resort & Spa One Ocean Blvd. Atlantic Beach, FL 32233 Phone: (904) 853-2335 www.oneoceanresort.com

Maria Maillo Sales Manager Melia Orlando Suite Hotel at Celebration 225 Celebration Pl. Celebration, FL 34747 Phone: (407) 964-7161 www.melia.com

Andy Steggles President & Chief Social Strategist Higher Logic 901 N. Gabe Rd., Ste. 1005 Arlington, VA 22203 Phone: (202) 559-7733 www.higherlogic.com

Barbara Rodriguez Sr. Sales Manager Hilton Orlando Bonnet Creek 14100 Bonnet Creek Resort Ln. Orlando, FL 32821 Phone: (407) 597-3600 www.hiltonbonnetcreek.com

Associations love to network! Reach new customers as our market changes constantly. Advertising gives you a long-term advantage over competitors who cut back on advertising. For more information, contact Sue Damon, FSAE Media Representative Phone: (850) 926-3318 E-MAIL: suedamonmarketing@gmail.com

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

JULY/AUGUST 2013 â&#x20AC;˘ SOURCE

FSAE and FSAE Foundation 2013

CALENDAR OF EVENTS October 2013

August 2013 3-6

ASAE Annual Meeting & Expo Atlanta, GA

16-18

FSAE CEO Retreat Ocean Reef Club, Key Largo

September 2013 17

FSAE Foundation Executive Series Luncheon Hotel Duval, Tallahassee (Sponsored by Renaissance Orlando at SeaWord)

25-27

FSAE Foundation Think Tank Sirata Beach Resort & Conference Center, St. Pete Beach

Dates Subject to Change. Please see www.fsae.org for the most up to date information.

www.fsae.org July 2014

FSAE Foundation Golf Tournament, Southwood Golf Club, Tallahassee

9-12

2014 Annual Conference Hilton Orlando, Orlando

November 2013 7

Central Florida Meet & Greet Royal Plaza Hotel (WDW), Orlando

7-8

FSAE & FSAE Foundation Board Meetings Royal Plaza Hotel, Orlando

May/June 2013 DONATIONS

Leticia Oliver Miami Assn of REALTORS Al Pasini, CAE LeadingAge Florida Rusty Payton, CAE FL Dental Assn

Kathy B. Anderson, CAE Institute of Internal Auditors

Jeannette Gabay, CAE Laser Institute of America

Jim Ayotte, CAE FL Manufactured Housing Assn

Paget Kirkland Kirkland Event and Destination Services, Inc.

Deborah M. Boza-Valledor Miami Assn of REALTORS Elaine Carpenter, CAE FL Retail Federation Ali Collins Renaissance Vinoy Resort & Golf Club Jeff Eacker McRae Conferences & Trade Shows

Becky Macaluso, CAE Executive Women’s Golf Assn Kristin McWhorter, CAE National Poultry & Food Distributors Assn Richard Miseyko, CMP Site Search, Inc. Bennett E. Napier, CAE Partners in Assn Management, Inc.

John Ricco, CAE Partners in Assn Management, Inc. Bailey Shields, CMP Holiday Inn & Suites Clearwater Beach Diann Stern, CAE, IOM Assn Headquarters, Inc. Eric Szymanski Disney Destinations Brenda Thomas Mortgage Bankers Assn of FL Eleanor Warmack, CAE FL Recreation & Park Assn

Carolyn Fazio, ECAM Fazio International, Ltd.

SOURCE • JULY/AUGUST 2013

A PUBLICATION OF THE FLORIDA SOCIETY OF ASSOCIATION EXECUTIVES

A Unique Place to Meet Ocean Reef Club, Key Largo, Florida

Secluded on the northernmost tip of Key Largo, Ocean Reef Club offers 2,500 pristine, secure acres less than an hourâ&#x20AC;&#x2122;s drive from the Miami International Airport. Usually reserved strictly for members, this exclusive Club offers a rare opportunity for select groups to experience its unique way of life firsthand. Over the past three years, guest accommodations have been thoroughly updated, The Spa has been expanded to 9,500 square feet and includes a VIP suite and cafĂŠ and a state-of-the-art Golf teaching facility has been added. Several of the more intimate meeting rooms have recently been renovated, allowing for flexibility in break-out spaces and for private Board meetings, all within the same building.

Contact Ocean Reef Club at www.Meetings.OceanReef.com or 305-367-6509.

Behold, a destination designed for meetings. Getting down to business in Greater Fort Lauderdale has never been more uplifting. With convenient airport access, affordability, and all you need close to the LEED® Gold Certified Broward County Convention Center, inspiration is always on hand. Visit sunny.org/meetings

Scan for a sunny meeting video preview.

Greater Fort Lauderdale Convention & Visitors Bureau • 800-356-1662 • meetlauderdale@broward.org