Avoiding the Bachelor/Bachelorette Mentality During AMS/CRM Selection

Just like the  Bachelor/Bachelorette shows, AMS selection can be awkward, uncertain, and produce some cringeworthy moments.  This session will help you avoid the pain, speed up the process, and build better vendor relationships throughout the “selection” process so you can find your perfect “rose” in the sea of AMS/CRM systems. We’ll also share perspectives gathered from vendors and associations to help your process go smoothly.

Key Takeaways

  • Why you need to own the selection process

  • Identifying, prioritizing, and communicating your organization’s needs

  • Use a structured process to find the best-fit solution

  • How to communicate with vendors through the process

This program is being conducted in conjunction with Review My AMS.

Attend to Earn CAE Credits – As a CAE Approved Provider for the educational program related to the CAE exam content outline, this program may be applied for 1.0 credits toward your CAE application or renewal professional development requirements.

The event is finished.




Oct 21 2021


1:00 pm - 2:00 pm


  • James Marquis
    James Marquis
    Chief Information Officer, 501Works

    James is a seasoned senior executive with more than 20 years of experience working with associations and non-profits of all sizes. James possesses excellent communications skills allowing him to function as a trainer, technology evangelist and to bridge the divide which frequently exists between functional business units and information technology specialists. Coupled with his ability to deep-dive into technology, these key skills allow James to operate across department lines and organizational levels to better integrate technology with the strategic and tactical needs of an organization

  • Olivia Wilkins
    Olivia Wilkins
    Business Solutions Analyst, MBA

    Olivia Wilkins leverages her experience as a certified educator and business analyst to streamline processes, train End Users, and bridge the IT/End User gap by fostering positive interpersonal relationships. She learns and conveys complex business systems, creates curriculum to deliver training programs to audiences with a wide range of ability levels, and collaborates with technical and non-technical stakeholders to develop project specifications, implementation plans, and user adoption strategies. The combination of her experience in education, team building, and change management has led to the successful implementations of several medium- and large-scale IT projects while emphasizing the importance of taking a person-centered approach.

  • Teri Carden
    Teri Carden
    Founder, ReviewMyAMS

    Teri has been in the association industry for over ten years. Along the way, she has been able to rub elbows with the most exceptional executives of the association industry. With the support of her mentors, colleagues, volunteer leaders, and bosses during her association career, she was able to fulfill her constant desire to geek out at work. This meant selecting, testing, and implementing new software and technologies, stretching to new marketing heights with eye-catching campaigns, introducing video and social media before it was cool, and jumping headfirst into the mobile world.

    She now serves the incredible association industry as Founder of ReviewMyAMS and 100Reviews. She’s also the creator of two niche industry events: AMS Fest and Non Dues-a-Palooza. When she’s not face-to-face with the computer screen she loves to cook, hike, play games with her kids, explore craft cocktail bars, visit the beach, and enjoy time with her family and friends.

501Works, LLC.


501Works, LLC.
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