Operations Summit

March 31, 2021

$175 Members/$225 Non-Members
CAE Hours: 4


An email with meeting links was sent to registrants at 1:30 PM on March 30. Please check your junk folder. If you did not receive it, email us for details.

As associations look to expand services, create opportunities, and explore innovative business models that align with their mission, organizations need skilled staff who understand the strategies and processes of business operations. TSAE’s NEW Operations Summit will provide educational content and connection opportunities that support staff who oversee a variety of an organization’s administrative management which may include product development, project management, risk management, financial analysis, workplace safety, and facilities management. The event is geared towards operations teams or those smaller organization where operations is just part of the many tasks assigned.


9:00 - 10:00 AM Opening Education Session
10:00 - 10:30 AM Networking Break
10:30 - 11:30 AM Education Session
11:30 AM - 12:30 PM Lunch Break (Free Time)
12:30 - 1:30 PM Education Session
1:30 PM – 2:00 PM Networking Break
2:00 - 3:00 PM Closing Education Session

*Schedule subject to change

From the Details to the Big Picture: Processes, Efficiency and Strategy  (9:00 - 10:00 AM)

Jodi Ann Ray, CAE, President & CEO, Texas Society of CPAs
Kimberlee Schoppert, CAE, Chief Administrative Officer, Texas Land Title Association
Chris L. Williston, CAE, President & CEO, Independent Bankers Association of Texas

Are you looking to strengthen how your organization performs, innovates, and manages its resources? Join us for a conversation about how optimizing your organization’s systems and processes may assist in expanding and improving the services and products your offer to your membership.

Beyond the Pivot: Tech Help to Get You Through Today While Also Planning for Tomorrow  (10:30 - 11:30 AM)

Tobin Conley, Strategic Consultant, Technology Management, DelCor Technology Solutions
Now, more than ever, associations large and small depend on technology to meet the needs of their members. The ongoing COVID crisis demands that we find new ways of doing things in order to stay afloat. However, many organizations don’t get the full value from their systems and related processes in place. This session will explore various topics related to making your IT dollar go further, and possibly saving your sanity in the process.

Organizational Risks and Trends (12:30 - 1:30 PM)

Matt Mallory, CEO, Mallory Agency
Take a comprehensive look at the property and casualty market, as well as what is trending 2021. Do you know the specific risks/insurance needs for your associations, as well as your membership? This session will identify considerations in ensuring protection for the association leadership, decision making, and technology.

Embracing the Future:  Your Post-Covid Employee Strategies (2:00 - 3:00 PM)

Sean Hale, Owner, Sean Hale Consulting
Caroline Valentine, SPHR, SHRM-SCP, is the President of ValentineHR

Our work life has experienced major changes in the past year with more to come as we transition to post-COVID office environments. We will be exploring the trends and strategies for employee engagement and productivity while developing successful policies and procedures. 


Sponsored by



For sponsorship opportunities, contact Strategic Partnerships Director Joby Strobo, CEM.

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