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Association Tech Insider
ASAE Technology Professionals Advisory Council
58 episodes
1 day ago
Association Technology Insights brought to you by the ASAE Technology Professionals Advisory Council.
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Association Technology Insights brought to you by the ASAE Technology Professionals Advisory Council.
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Non-Profit
Business
Episodes (20/58)
Association Tech Insider
S3E2: I want to be a CMO, how do I get there?

In the final episode of the I want to be a CXO series, how do I get there? series, Gabrielle Elahimjian Sroor (member of ASAE’s Young Professional Advisory Council) sits down with Brianne Wheeler, Founder & CEO of Levitate Marketing, to talk about unconventional career paths, entrepreneurship, and leadership in the association space. 

Brianne shares how diverse experiences shaped her career, why people and networks open unexpected doors, and what it really takes to step into the C-suite—or launch your own business. From lessons on resilience, metrics, and mentorship to candid stories of navigating challenges, this conversation is full of practical takeaways for anyone looking to grow as a leader in associations. 

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2 months ago
52 minutes 5 seconds

Association Tech Insider
S3E1 When One System Isn’t Enough: Rethinking Association Tech for Agility and Growth

In this episode, "When One System Isn’t Enough: Rethinking Association Tech for Agility and Growth," we explore a challenge many associations face: relying solely on their AMS to manage everything from member management to communications. As member expectations grow and digital strategies become more complex, a single system often can’t keep up—resulting in workarounds, data silos, and stalled innovation.

Discover how a more flexible, integrated approach to technology can help. We dive into how associations are rethinking their tech stacks by combining specialized platforms that work seamlessly together. This approach doesn’t replace the AMS but expands its impact, delivering greater agility, richer data insights, and a more personalized member experience.

Whether you’re feeling limited by your current system or just curious about what’s next, this episode offers practical insights for building a smarter, more adaptive technology foundation to support growth.


Moderator:

  • Vinnu Deshetty, Event ROI Coach


Speakers:

  • Reggie Henry, ASAE’s Chief Information & Performance Excellence Officer
  • Jeff Horne, Founder & CEO of Wicket
  • Ron McGrath, Founder & CEO of HighRoad Solutions


Make sure to follow TPAC on LinkedIn: https://www.linkedin.com/company/asae-tpac/ 

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3 months ago
1 hour 20 seconds

Association Tech Insider
S2E27: The Hidden Signals of Membership Retention

In this episode of Decoding Membership, host Michael Skiados, MBA, CAE, CEO of the National Association of Professional Insurance Agents, leads a conversation on what really drives membership retention after renewal. Alongside expert panelists Nathan Chamberlain, CAE, Heather Harris, Ph.D., and Brittany Lancor, the discussion focuses on post-renewal engagement, behavioral signals, and how associations can use data, psychology, and smart design to keep members connected.

Topics include behavioral segmentation, onboarding after renewal, recognizing early signs of disengagement, and using both high-touch and low-touch strategies effectively. This episode offers associations a fresh, actionable perspective on how to move beyond transactional renewals and build deeper member loyalty.

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4 months ago
34 minutes

Association Tech Insider
S2E26: Video Content Strategies for Associations

This episode explores video content strategies for associations, including best practices for creating engaging and accessible videos, tools and platforms to simplify production, and how to decide between outsourcing and building an in-house team.


Hosted by Jenny Daigle, MS, Director of Communications, Association of Organ Procurement Organizations (AOPO), she speaks with Emily O’Connor, Content Production Manager, Society for Neuroscience & Taylor Johnson, Senior Manager of Multimedia, Society for Neuroscience.


Podcast was created by the ASAE Communications Professionals Advisory Council: https://www.asaecenter.org/membership/rosters/communication-section-council

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4 months ago
37 minutes 53 seconds

Association Tech Insider
S2E25: Designing the Membership Experience: What Happens Between Join and Renew

Membership is more than a transaction. It’s an experience shaped by what happens after a member joins and before they decide to stay.

In this episode, host Rhoni Rakos, ASAE Tech Council member and digital strategy consultant, leads a cross-functional conversation with association experts who are rethinking how we design the membership experience. Together, they explore how behavioral cues, design strategy, and member data can help associations build more intentional, trust-driven journeys.

Guests include:

• Michelle Wroblewski, Director of Association Growth and Strategy

• Brittany Lancor, Senior Marketing Manager at PropFuel and incoming Chair of the ASAE Marketing Professionals Advisory Council

• Evan Reid, Senior Director of Analytics and ASAE Tech Council member

This episode is part of Decoding Membership, a three-part podcast series by the ASAE Technology Professionals Advisory Council. Each episode brings together diverse voices to explore how associations can evolve recruitment, retention, and renewal strategies using behavioral science, data analytics, and cross-departmental collaboration.

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4 months ago
36 minutes 51 seconds

Association Tech Insider
S2E24: Decoding Membership - Who Owns This Challenge?

In Episode 1 of the Decoding Membership series, we take on the question every association faces: who really owns the challenge of membership retention?

Our panel explores how fragmented teams, confirmation bias, and surface-level engagement metrics often hide the real signals behind why members renew or leave. We break down how organizations can unify retention strategy across membership, marketing, IT, and leadership, using data, behavioral science, and predictive modeling to build stronger renewal pathways.

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4 months ago
30 minutes 24 seconds

Association Tech Insider
S2E23: Legal, Copyright, Contracts, and Risk: What Association Leaders Need to Know About Generative AI

Generative AI is moving fast, but are associations thinking beyond personal use? In this episode, ASAE Tech Council members Carlos Cardenas and Adam Ayotte-Savino are joined by legal expert Dorothy Deng, Partner at Whiteford, Taylor & Preston LLP, to explore the legal, copyright, contract, and organizational risks associations must consider as AI becomes part of their daily operations.


From human authorship to fair use and contract language, this conversation offers practical insights for association leaders, boards, and staff navigating the AI landscape.

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4 months ago
59 minutes 30 seconds

Association Tech Insider
S2E22: RAG in the Real World - Ensuring Quality & Managing Risks

In this third episode of our series on Retrieval-Augmented Generation (RAG), we explore how to apply RAG in real-world environments. Host Rhoni Rakos talks with Heather Harris, PhD, and Chris Yoko about ensuring quality, managing risk, protecting proprietary knowledge, and keeping human oversight at the center of AI-powered workflows.

You may already be using RAG without realizing it. Tools like advanced search, AI assistants, and even some enterprise chat platforms use RAG to pull accurate answers from curated content.

The ASAE Technology Professionals Advisory Council stays on top of emerging technologies and trends that impact the association community. We are here to help you navigate what’s next.


Catch up on the full series:
• Episode 1: What Is RAG? How It Works and Why It Matters
• Episode 2: Designing and Deploying RAG Systems


Together, these episodes offer practical insights for building responsible RAG solutions that enhance knowledge delivery and member value.

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5 months ago
42 minutes 21 seconds

Association Tech Insider
S2E21: Tech Strategy in Action: User Research

Everyone loves a good tech strategy session—but how do we make sure those plans don’t just sit on a shelf? We’re diving into the realities of making strategy happen. Join us for the second installment of Tech Strategy in Action, a series where we dive into exactly that.  

 

Today we will be discussing how CLIA has implemented their newly imagined website based on an enormous amount of user research, led by our guest Jill Straniero, SVP of Digital Solutions and Managing Director of Global Technology. We will discuss how deep user interviews and audience analysis revealed the need to shift from a department-focused approach to an audience-focused digital strategy. The findings helped streamline twelve websites into two distinct ones. The conversation highlights how user research is not just for usability—it’s a strategic tool for long-term organizational alignment and smarter tech investments 

 

Hosted by Norma Castrejon, Vice President, Information Technology at the American Osteopathic Association and Rhoni Rakos, Lead Consultant, Digital Strategy at Ellipsis Partners.  

Make sure to follow TPAC on LinkedIn: https://www.linkedin.com/company/asae-tpac/ 

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5 months ago
29 minutes 12 seconds

Association Tech Insider
S2E20: Digital Content Hubs

Digital content hubs serve as centralized online platforms where related content on a specific topic is curated and presented. They function as strategic resource centers,bringing together articles, videos, infographics, guides, and other content formats to inform and engage audiences effectively.

 

How do you determine whether a content hub is the right approach for a topic your association covers?

 

This discussion delves into the key considerations for creating a content hub, including the decision-making process, content development, launch strategies, ongoing maintenance, and potential challenges along the way.

 

Bridget FolliardTerrones, MBA: https://www.linkedin.com/in/bridgetfolliard/

Nancy Driver, CAE: https://www.linkedin.com/in/nancy-driver-cae-21b7ba5/ 

Kathryn Hamilton, CAE: https://www.linkedin.com/in/kghamilton/

CommunicationsProfessionals Advisory Council: https://www.asaecenter.org/membership/rosters/communication-section-council 

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6 months ago
18 minutes 56 seconds

Association Tech Insider
S2E19: Retrieval, Risk, and RAG: Building Smarter AI with Better Data

Retrieval Augmented Generation (RAG) AI:

In this episode, host Evan Reid sits down with data strategy expert Heather Harris, PhD and developer Mohammed Afnan Waseem for an in-depth conversation on the opportunities and challenges of deploying Retrieval-Augmented Generation (RAG) AI systems. The discussion begins with an exploration of data strategy, focusing on the importance of understanding proprietary data, questions around data ownership, and how RAG systems retrieve and apply information in real time. The panel then breaks down system design fundamentals, highlighting key components such as embeddings and vectorization, while also addressing infrastructure considerations using cloud platforms like AWS and Azure. They dive into the risks associated with using proprietary data in AI, including concerns over intellectual property, data security, and potential legal implications. The conversation also touches on policy considerations, including the development of AI governance frameworks. 

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6 months ago
25 minutes 36 seconds

Association Tech Insider
S2E18: Tech Strategy in Action: Data Governance

We all love to talk strategy - especially tech strategy! But what happens when it’s time to move from planning to execution within our associations? Join us for Tech Strategy in Action, a three-part series where we dive into exactly that.  

In Part 1, we’ll explore how RAPS developed and implemented an outstanding data strategy, led by our guest Wendy Sahli, Director of Technology at RAPS. After a quick discussion on the fundamentals of data strategy and its role in a strong technology ecosystem, we’ll take a deep dive into RAPS journey – from where they started when Wendy joined, how their data strategy evolved, where they are today, and what exciting things are on the horizon. Wendy holds a masterclass in developing a data strategy and executing it to propel technology forward! 

Hosted by Norma Castrejon, Strategic Consultant at DelCor Technology Solutions and Rhoni Rakos, Lead Consultant, Digital Strategy at Ellipsis Partners.  

Make sure to follow TPAC on LinkedIn: https://www.linkedin.com/company/asae-tpac/ 

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7 months ago
34 minutes 50 seconds

Association Tech Insider
S2E17: Introduction to RAG – What’s All the Fuss?

Retrieval-Augmented Generation (RAG) is an emerging AI approach that is gaining traction across industries. In this episode, hosts Mischa Getter, Heather Harris, PhD, and Afnan Waseem introduce RAG, explaining what it is and why organizations are increasingly adopting it. They provide a high-level definition of RAG and explore how it differs from traditional AI models, making it a valuable tool for improving response accuracy and reducing misinformation.

The discussion delves into the mechanics of RAG, offering a straightforward explanation of how it retrieves external knowledge to enhance AI-generated responses. The hosts highlight real-world applications, showcasing how Big Tech and other industries are leveraging RAG to improve information quality. They also examine key benefits, such as enhanced response reliability and the ability to mitigate inaccuracies in AI-generated content.

While RAG presents significant advantages, it also comes with challenges. The episode addresses concerns like knowledge gaps and hallucinations, explaining the risks and limitations that organizations must consider. The hosts explore how companies are navigating these challenges and why RAG remains a compelling choice for AI development. Tune in to gain a deeper understanding of this transformative technology and its impact on the future of AI.

Misha Getter: https://www.linkedin.com/in/michael-getter/

Heather Harris, PhD: https://www.linkedin.com/in/heatherdawnharris/

Mohammed Afnan Waseem: https://www.linkedin.com/in/mohammed-afnan-waseem/

TPAC on LinkedIn: https://www.linkedin.com/company/asae-tpac/ 

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7 months ago
26 minutes 53 seconds

Association Tech Insider
S2E16 Breaking Barriers in Tech and Events: CIO's Playbook for Change

How can technology transform the way organizations plan and execute meetings and events? Join ASAE Tech Council member Vinnu Deshetty as she talks with Atul (AK) Srivastava, CIO of the American College of Emergency Physicians, about his groundbreaking work dismantling technology silos. 

Atul shares how his approach to breaking down barriers within the organization led to more efficient, innovative, and collaborative solutions for their meetings and events. Discover the strategies he implemented to streamline processes, enhance attendee experiences, and drive meaningful connections through technology. 

Packed with challenges, triumphs, and actionable insights, this episode is a must-listen for tech leaders and event professionals seeking to revolutionize how technology supports meetings and events. 


Make sure to follow TPAC on LinkedIn: https://www.linkedin.com/company/asae-tpac/ 


Artificial Intelligence (AI) was used in the editing of the podcast to remove "Umm"s and "Ahh"s, but all content was created by people! 


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7 months ago
30 minutes 56 seconds

Association Tech Insider
S2E15: System Selection and Management Tips for Associations

In this episode of the Association Tech Insider podcast, hosted by Wes Trochlil, President of Effective Database Management and a member of ASAE's Technology Professionals Advisory Council (TPAC), Wes, accompanied by experts Amy Gavin, Monica Pemberton, and Adam Savino, discuss the intricate process of system selection for associations.

They delve into two main categories: enterprise systems and applications. They explore identifying organizational needs, crafting requests for proposals (RFPs), evaluating vendor demonstrations, and negotiating contracts.

The conversation offers insights into maintaining alignment with organizational strategy, the importance of stakeholder involvement, customer journey mapping, and ensuring post-implementation support.

The guests share practical advice on building partnerships with vendors and leveraging internal resources like finance teams to manage application consumption effectively. They also emphasize the significance of detailed planning and transparency in the selection and implementation process.



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8 months ago
41 minutes 37 seconds

Association Tech Insider
S2E14: Workforce Development - I want to be a CEO. How do I get there?

This year the ASAE Technology Professional Advisory Council (TPAC) will host a series of podcasts in collaboration with ASAE Young Professionals Advisory Council on the upward mobility to the C-Suite. This podcast features a conversation between a young professional and a CEO about what it takes to climb the ladder to the C-Suite in the association world. 

Hosted by Michael Pereira, Marketing Manager at School Nutrition Association and featuring Sheri Sesay-Tuffour, PhD, FASAE, CAE, ICE-CCP, IOM the Chief Executive Officer at the Pediatric Nursing Certification Board. 

Make sure to follow TPAC on LinkedIn: https://www.linkedin.com/company/asae-tpac/ 

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8 months ago
52 minutes 45 seconds

Association Tech Insider
S2E13: Quick Wins with Data

In this episode of Association Tech Insider, we share actionable tips for optimizing your organization's data collection and management. From asking the right questions to secondary data sources, these quick wins will help you streamline your data quality efforts - for organizations of all sizes!Hosted by Jenny Johnson, CAE, Senior Director, Enterprise Services at the American Psychiatric Association and Dana Karstensen, Data Governance Product Manager at the American Society of Anesthesiologists.

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9 months ago
24 minutes 7 seconds

Association Tech Insider
S2 E12: Strategic Leadership – AWTC Data Governance Webinar Recap

In this podcast, we will recap the recent AWTC Webinar “Unpacking Data Governance – Defining Roles, Processes, and Priorities” where guests and participants dove into three key pillars of good data governance: 


  1. Data quality & tips for creating the “golden record” 
  2. Creating a data glossary & defining what you need 
  3. Creating a governance culture 


Hosted by Alex Mouw, Principal Strategic Advisor for Membership Organizations at AWS for Nonprofits and featuring Dana Karstensen, Data Governance Product Manager at the American Society of Anesthesiologists; Norma Castrejon – strategic consultant at Delcor, and Evan Reid, Sr Director of Analytics for the American Speech-Language-Hearing Association (ASHA).  

Want to know more about the ASAE Technology Professionals Advisory Council (TPAC)? Find us on LinkedIn. 

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11 months ago
19 minutes 54 seconds

Association Tech Insider
S2 E11: Workforce Development – I want to be a CXO, how do I get there?

In collaboration with ASAE’s Young Professional Advisory Council, the ASAE Technology Professional Advisory Council (TPAC) will host a podcast series focused on workforce development and career growth. This series address the pivotal question: “I want to be a CXO, how do I get there?”  

Each episode will feature a young professional interviewing an association professional in a C-suite role. In today’s episode, John Losh, Sr. Director of Membership & Customer Insights and past Chair of Young Professional Advisory Council leads a conversation with Chantal Almonord, CAE, Chief Information & Engagement Officer at ISPOR and Board Member at Association Women Technology Champions. 

Listen to Chantel as she shares her journey to the C-suite and provides actionable advice for association professionals looking to take a path to leadership.  

Make sure to follow TPAC on LinkedIn: https://www.linkedin.com/company/asae-tpac/ 

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11 months ago
35 minutes 25 seconds

Association Tech Insider
S2 E10: Spooky Campsite Tech Horror Stories!

It's Halloween, and to celebrate the ASAE Technology Professionals Advisory Council brought together three council members to share their scary IT stories and the lessons learned!


Hosted by Justin Burniske, Principal Consultant at Meta-Dao, he talks with Norma Castrejon, Strategic Consultant, Technology Consulting at DelCor Technology Solutions, Michael (Misha) Getter, Vice President, Systems and Technology at Global Cold Chain Alliance and Becky Breeden, Chief Executive Officer at Brightfind. They share stories of email outages, abandoned implementations and insecure data - OH MY!


Hopefully you'll be scared into taking some extra precautions in any situations when you tackle future projects - particularly when it comes to identifying the best tools and partners to work with!


⁠Norma Castrejon⁠

Michael (Misha) Getter

Becky Breeden

Justin Burniske

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1 year ago
24 minutes 4 seconds

Association Tech Insider
Association Technology Insights brought to you by the ASAE Technology Professionals Advisory Council.