Table of Contents

Preface xi
John B. Cox, FASAE, CAE

Acknowledgments xv

1 A Prescription For A Successful Cse 1
Cheryl O. Ronk, CMP, FASAE, CAE, and Susan S. Radwan, SMP, ARM, CAE

2 Mission 15
Kerry C. Stackpole, FASAE, CAE

3 Management 29
Mark Engle, DM, FASAE, CAE

4 Managing The Complex Association Enterprise 51
Gary A. LaBranche, FASAE, CAE

5 Business Models and Economic Drivers 71
Paul Pomerantz, FASAE, CAE

6 Identity and Branding 83
Mark N. Dorsey, FASAE, CAE

7 Financial Management 101
Rob Batarla, MBA, CPA, CAE

8 Globalization 117
Dick Blatt and Donna Hasslinger

Tips from Those Who Know: A Non-U.S.-Based View from Field Experience 121
Alfons Westgeest and Dani Kolb

The Planning Continuum 135
Susan S. Radwan, SMP, ARM, CAE

9 Environmental Scanning and Futures Analysis 139
Bruce Butterfield, APR, FASAE

10 Environmental Scanning 153
Susan E. Avery, CAE

11 Strategic Planning 163
Robert H. Rich, PhD, CAE

Strategic Planning from a CSE Viewpoint 171
Mark W. Light, CAE

12 High-Yield Tactical Planning 175
John B. Cox, FASAE, CAE

13 Business Planning 189
Brian Birch, CAE, and Susan S. Radwan, SMP, ARM, CAE

Governance: An Introduction 203
Beth Gazley, PhD

14 Governance Structures, Process, and Culture 207
Christine McEntee, FASAE

15 Governance Relationships 223
Richard Yep, CAE, FASAE

Collaborative Leadership in Governance 225
Gabriel Eckert, CAE

16 Volunteer Leadership Development 239
Holly Duckworth, CMP, CAE

A Critical Understanding 240

A Solution to Succession Planning 254
Susan S. Radwan, SMP, ARM, CAE

17 Component Relations 257
Lowell M. Aplebaum, CAE

Case Study: Organizational Reviews and Strategic Planning for State Associations 263
Luis A. Rivera, MBA, CAE

18 Membership Recruitment And Retention 275
Jay L. Karen, CAE

19 Standard Setting 289
Dorothy I. Mitstifer, PhD

20 Legal Issues In Association Standard Setting, Certification and Accreditation Programs, and Codes Of Ethics 303
Jeffrey S. Tenenbaum, Esq., and Beth A. Caseman, Esq.

21 Developing And Managing Programs, Products, and Services 321
Mariah Burton Nelson, MPH, CAE

22 Fundraising and Development 337
Todd Wurschmidt, PhD, CFRE, FASAE, CAE, and Erin M. Fuller, MPA, FASAE, CAE

Margin of Excellence: Why Fundraising Is Important for Associations 339
Paulette V. Maehara, CFRE, CAE (ret.)

Legal Aspects of Association Fundraising 341
Jeffrey S. Tenenbaum, Esq., and Kristalyn Loson, Esq.

23 Meeting and Event Management 353
Dawn M. Mancuso, MAM, FASAE, CAE, and Natasha J. Ross, CMP

24 Certification Principles 371
B. Denise Roosendaal, CAE, and Anjali Weber

Consider Accrediting Your Organization 382
Melissa Sines

25 Affinity Programs 389
Susan Moseley, CAE

26 Optimizing Professional Development 405
Donald R. Levy, MEd

27 Strategic Leadership 429
Barbara Byrd Keenan, FASAE, CAE

28 Diversity and Inclusion 445
Velma R. Hart, FASAE, CAE, and D. A. Abrams, CAE

29 Human Resource Management 461
Matthew Gertzog, MBA, FASAE, CAE

30 Integral Technology Management 479
Steve DeHaan, CAE

31 Legal Issues 491
Jefferson C. Glassie, JD

32 Legal Liability Risk Management 503
Jeffrey P. Altman, JD

Protecting Your Organization Through Careful Risk Review 513
P. Allen Haney, CPCU, CLU, ChFC, CASL, ChHC, FASAE

33 Facility Management 521
Mike Moss, CAE

34 Building Effective Industry Supplier Partnerships 539
Brian Stevens, FASAE, and Gregg Balko, FASAE, CAE

35 Knowledge Management 549
Richard V. Lawson and Robert C. Nedbal

36 Research and Evaluation 565
Marc Beebe, CAE, and Elena Gerstmann, PhD, FASAE, CAE

37 Government Relations, Public Policy, and Coalition Building 581
Stefanie Reeves, MA, CAE

38 Marketing and Communications 597
Tom Quash, CAE

39 Publishing and Media 613
Debra J. Stratton and Angela Hickman Brady

Digital Disruption: A Survival Guide 625
Julie Shoop

Index 631

About the Author

JOHN B. COX, CAE, was an ASAE Fellow who served twice onthat organization's board of directors. He had a three-decades-longcareer in association management, including numerous executive andmanagerial roles. SUSAN S. RADWAN, CAE, is owner of Leading Edge Mentoring,a consulting firm that specializes in governance and leadershipissues. She has served the association industry since 1985 in rolesas a teacher, facilitator, and executive staff person.