Description
A new edition of one of the flagship books for CAE preparation The ASAE Handbook of Professional Practices in Association Management covers the core functions of association management at a high but practical level, making it a go-to resource for professionals who are leading and managing membership organizations and those preparing for the Certified Association Executive (CAE) credential. Now in its third edition, this core text in the ASAE association literature offers practical, experience-based insights, strategies, and techniques for managing every aspect of an association or membership organization. Organized into 35 chapters and presenting information based on experience and proven research into the skills and knowledge required for successfully managing an organization of any size, this book covers governance and structure, leadership processes, management and administration (including finance and human resources), internal and external relations, programs and services, and much more. This new edition incorporates increased emphasis on the c-level judgment required of Certified Association Executives and CEO-aspirants, as well as more comprehensive coverage of essential functions such as planning. * Covers the range of functions essential to managing an association * Serves as a flagship handbook for CAE prep and is one of only five designated “CAE Core Resources”; new edition is applicable to prep beginning with the May 2015 CAE exam * Information is relevant and applicable to students and professionals alike * Edited by the founding editor of Professional Practices in Association Management and a CAE instructor with more than 30 years of experience in preparing CAEs Put the experts to work for you with this essential resource–written by association professionals and experts with 300 years of cumulative experience! JOHN B. COX, CAE, was an ASAE Fellow who served twice on that organization’s board of directors. He had a three-decades-long career in association management, including numerous executive and managerial roles. SUSAN S. RADWAN, CAE, is owner of Leading Edge Mentoring, a consulting firm that specializes in governance and leadership issues. She has served the association industry since 1985 in roles as a teacher, facilitator, and executive staff person. 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
