CEO Strategies

CEO & Volunteer Leader Workshop

Strengthening the Leadership Partnership and Building High-Performance Governance with Robert Nelson, CAE

August 24-25, 2020


An email with a Zoom link will be sent at 10:00 AM on Friday, August 21. Please check all junk folders. If you do not receive it, please email Catherine Lapoint for assistance.


Monday, August 24
8:30 - 9:00AM: Online Networking
9:00 - 10:30 AM: Educational Programming
10:30 - 10:45 AM: Break
10:45 AM - 12:00 PM: Educational Programming
12:00 - 1:00 PM: Lunch Break
1:00 - 3:00 PM: Education Programming

Tuesday, August 25
8:30 - 9:00 AM: Online Networking
9:00 - 10:30 AM: Educational Session
10:30 - 10:45 AM: Break
10:45 AM - 12:00 PM: Educational Session
12:00 PM: Program Concludes

About the Program:

The CEO/Volunteer Leader Forum provides an educational and relationship-building experience for CEOs/Executive Directors and volunteer leaders. This interactive workshop provides CEOs/Executive Directors and volunteer leaders an opportunity to reach a common understanding of roles, responsibilities, and relationships in association governance and strategy. Participants will leave the session with a collaboratively developed plan of action to enhance board performance.

The workshop addresses:

  • Building a High-Performance Strategic Thinking Board
  • Staff and Board Roles and Responsibilities
  • Volunteer Leader’s Role in Creating Effective Governance
  • Strengthening the CEO/Volunteer Leader Partnership
  • Designing Effective Board Orientation Programs
  • Effectively Working with Committees and Volunteers

About the Speaker:

Robert Nelson, CAE, principal at Nelson Strategic Consulting (NSC), brings over a quarter-century of successful executive leadership experience working with Boards and high-powered CEOs to transition Boards and organizations into high performing, strategic thinking entities. Throughout this time, Robert has designed and facilitated governance system restructuring, strategy development, strategic problem solving, and Board training retreats for local to global organizations.

As a former association chief executive officer for almost two decades, Nelson understands the importance of developing high performing boards and practical, strategic solutions that work within the culture of an organization and are aligned with the organization’s capacity potential. Robert’s core practice focuses on building high-performance governance systems, and designing and facilitating strategy development think tanks and governance retreats for associations, charitable organizations, and intergovernmental organizations. His governance work often focuses on working with non-profit CEOs and Boards to create high performance, strategic thinking boards.

CEO Strategies Forum

November 1-2, 2020

Dallas/Fort Worth Marriott Hotel & Golf Club at Champions Circle
3300 Championship Pkwy, Fort Worth, TX 76177 (map)
Room rate: $119 (+ taxes)
Reserve room
Previous reservations have been canceled, please make a new reservation.

Member: $275 by October 2 / $375 after October 2
Non-Member: $375 by October 2 / $475 after October 2
Vonlane bus from Austin: $100 round trip

CAE Hours: 5



Sunday, November 1
2:00 PM: Vonlane bus departs from Austin*
5:00 PM: Bus Arrives in Fort Worth
6:00 - 8:00 PM: Drop in Reception

Monday, November 2
8:30 AM: Registration Opens
9:00 - 10:00 AM: General Session
10:15 - 11:15 AM: Concurrent Breakout Sessions (2)
11:30 AM - 12:30 PM: General Session and Lunch
12:45 - 1:45 PM: Concurrent Breakout Sessions (2)
2:00 - 3:00 PM: General Session
3:45 PM: Vonlane departs for Austin*

*Bus pending confirmation. Bus requires an additional ticket.

Education Programming (November 2)

Opening Session (9:00 - 10:00 AM)

Being the Leader People Need
Dr. Stevie Dawn Blakely, CEO, Orange Compass, LLC
Being put in a leadership role and being an effective leader, unfortunately, do not always go hand in hand. Leading well must be done with intention and consideration. So, how do you become a leader that people want to follow? Understanding people is at the foundation. What your team needs from you is just as important as what you need from them. Utilizing the Employee Development Cycle, we will discuss how to meet your employees where they are and motivate them accordingly. People generally want to perform well, and they want to care about their work. Part of leading effectively is about how to unlock this motivation and potential.

  • Learn how to ask the right questions and identify team needs
  • Identify the different phases of the Employee Development Cycle
  • Learn strategies for motivating and incentivizing employees
  • Explore strategies for maximizing employee potential
Concurrent Breakout Sessions (10:15 - 11:15 AM)

The Predictive Index: A Tool for Talent Optimization
JJ Colburn, CAE, Strategic Association Management
Justine Lehinger, R.H. Sweeney Associates

Association executives face many challenges, juggle competing priorities, and manage limited resources – all while being held responsible for delivering mission-based results. As any great leader knows, success depends on the talent and commitment of the team you assemble. Talent optimization is a discipline that provides leaders with a framework and tools to hire the right people for your culture and inspire them to greatness.

Strategic Association Management (SAM) has successfully utilized elements of a talent optimization strategy to build a stronger team at a rapid rate (from 8 employees to 22 in just three years). Through a partnership with RH Sweeney Associates, SAM has integrated a behavioral assessment called the Predictive Index (PI) to assist and guide in hiring, coaching, motivating and developing employees. The PI is a scientifically-validated methodology that business leaders us to understand what drives the current and future employees.

In this session, you’ll learn more about the PI and the benefits the data provides, discover the results of your own personal assessment and explore how this tool can help you hire, manage and develop the right people for the right roles within your association.

Participants will be given the opportunity to complete their own assessment which will be reviewed during the session.

Managing to Higher Revenue Results  
Charles Popper, President, The Wyman Company
Panel of Association Professionals

Do you truly understand the full potential your organization’s worth?  Are those responsible for generating non-dues revenue performing presenting an accurate value proposition your association has to offer in compared to other associations in your market?

This expert panel will provide insight and tools to help put competitive offerings in context , will explore what advertisers, sponsors and exhibitors expect in return for their investment and help you apply metrics that top-performing organizations track to better manage their respective.

General Session and Lunch (11:30 AM - 12:30 PM)

Become a Culture Master Architect & Builder, Now
Galen Emanuele, President, Shift Yes
Organizations, CEOs, and leadership teams are waking up to the reality that companies who’ll come out on top in the war for talent and thrive in this shifting business landscape are the ones who are effectively establishing exceptional culture. The invaluable impact that culture has on team performance and engagement, attracting and retaining top talent, as well as the health and bottom line of any organization demand that it must become a strategic priority.

In this session Galen will unlock the complex and elusive concept of building and creating intentional culture into a practical, simple, step by step process for CEOs to transform their organizations. Galen’s interactive program will also provide participants with a new set of skills and techniques to level up their leadership presence, communication style, and the way they impact and influence others through unique tools based in the improv concept of “Yes, And.”

In addition, Galen will provide all attendees with additional tactical resources to take back to their leadership teams and implement immediately to create long-lasting transformation in their organizations.

As a result of this session, CEOs will:

  • Learn how to build and maintain an exceptional, high-performing culture.
  • Create a more engaged and cohesive workforce in their organizations.
  • Gain new strategic communication tools to enhance professional and personal impact and influence.
  • Receive tactical resources including the ‘Strategic Culture Plan’ to take back and work with their leadership teams to implement immediately.
Concurrent Breakout Sessions (12:45 - 1:45 PM)

Tell Me More About That: Effectively Navigating Conflict & Delivering a No
Galen Emanuele, President, Shift Yes
One of the biggest challenges that we face as leaders and humans is how to effectively deliver a 'no' and navigate conflict. These are amplified in a business setting where taking the wrong approach can destroy engagement, morale, creativity, and impact your personal reputation. In this session, Galen will teach you how to successfully navigate the art of delivering a ‘no’ and navigating conflict; providing you with a concise set of tools and guidelines. Learn how to take a collaborative, strategic approach that feels authentic and supportive without crushing employee and team morale.

As a result of this session, attendees will:

  • Learn how to say no the idea and yes to the person in a collaborative way that encourages engagement.
  • Understand how to effectively diffuse and navigate conflict by making others feel listened to and considered while focusing on solutions.
  • Collaboratively arrive at no in a way that elicits engagement and doesn’t damage morale.

So…What’s New in Strategic Planning?
Amy Graham, President/CEO, Texas Nursery & Landscape Association
Michele Packard-Milam, CAE, Executive Director/CEO, Dallas VA Research Corporation
Albert Betts, Executive Director, Insurance Council of Texas
Marcie Funchess, CAE, Executive Director, IEC Fort Worth/Tarrant County Chapter

Everyone uses a type of strategic planning to help set organizational goals and energize the board and members, but what method should you use? This session will explore various methods and resources of creating your organization’s strategic plan. Panelists will share what’s worked, what hasn’t and what changes they have made to their process that supports the growth and development of the organization in a rapidly changing time where strategy is forced to be nimble.

Concurrent Breakout Sessions (2:00 - 3:00 PM)

CEO Roundtable
Steven Stout, FASAE, CAE, CEO, Texas Society of Association Executives
Chief executives face a broad range of challenges in maintaining and growing their organization. This facilitated roundtable will dive into your challenges and lean on your experienced colleagues for options, solutions and insights. Be prepared to share what’s keeping you up at night and some words of wisdom.

CEO Table Topics Session
Network with your colleagues while you get insights about your challenges. This open-ended session lets you decide where you spend your time. Choose from various topics including: effective leadership, revenue diversification, membership, board and governance, and advocacy. You will be able to select two topics for this session.

Exclusively Sponsored by:

Forth Worth CVB


TSAE is a CAE Approved Provider. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies.

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