Past Events

KNOW BEFORE YOU GO – PROJECT WISDOM TO SET YOUR ORGANIZATION UP FOR SUCCESS ON SOFTWARE PROJECTS

Thursday, Nov 3th

Ready to find the perfect software solution for your association in 2024? Don’t know where to start? Our expert panel is here to offer practical advice, easy-to-follow guidance, and valuable resources to help you start your journey towards success. Whether you need an AMS, LMS, CRM, or Community system, we’ll cover the key steps for maximizing your chances of success. Don’t miss out on this opportunity!

SUPER SPOOKY CYBER SECURITY STORIES

Thursday, Oct 5th

October is Cybersecurity Awareness Month and Halloween! Join us to hear some scary (and some not so scary) security tales. We will focus on real life stories from both associations and the insurance world, covering the latest developments in cyber security and tips to continuously shore up your association’s systems and promote a more secure future!

KEY TAKEAWAYS – LEARNING OBJECTIVES

Review of common vulnerabilities that continue to plague our industry
Understand the importance of multi-factor authentication and vendor control
Gain insights from a tech executive that lived through a breach 2 years ago and see what they have learned in the years since the breach
Learn the latest updates from the Cyber Security insurance side

BEYOND THE FIRST LOOK – MORE INSIGHTS INTO AMS PROJECTS

Thursday, Sept 7th

In 2021, 501Works collaborated with Branching Knowledge to analyze the experiences of associations with AMS/CRM solutions. Our analysis uncovered the friction and challenges commonly faced when selecting and implementing new systems and opened the door to new questions that need answers! Join James Marquis (501Works) and Olivia Wilkins (PerByte) as they delve deeper into the groundbreaking 2021 AMS/CRM System Selection Survey with new insights that will drive the launch of the 2023 survey.

KEY TAKEAWAYS

Gain insights from the real-life experiences of association staff and partners during the selection and implementation process.
Uncover the untold stories behind the data from the 2021 survey.
Get an exclusive sneak peek into what the 2023
Survey has in store and how it can benefit your upcoming AMS/CRM selection and implementation.
Revisit the results of the 2021 survey and have your questions answered at the webinar.

PRIVACY 101 – UNDERSTANDING THE LANDSCAPE

Thursday, August 3rd

The Privacy Wave is coming! Over the last few years, a number of new privacy laws have been passed which impact associations. California, Virginia, Colorado, Connecticut, and others have passed data privacy laws and there are more on the way! At the same time, cyber-threats and data breaches are more common. Join us to hear how these new laws may impact your association’s ability to collect and manage personal data for members, prospects, and stakeholders.

In this CIO hour we will tackle the key and tough issues surrounding data privacy including:

Key ways these laws can impact associations and non-for-profits.
When should an association worry about a law enacted in another state or country?
What sort of risk may exist from government enforcement actions and lawsuits?
What is a non-profit carve out and why aren’t they guaranteed?
What should an association consider when deciding what data to collect?

HIRED GUNS – USING FRACTIONAL C-SUITE EXECUTIVES

Thursday, June 6th

For mission-driven organizations like associations and non-profits, managing finance, IT, and cyber security can be a daunting challenge. Explore how fractional or part-time experts can help transform these critical areas within your organization.

This month, three top C-Suite fractional experts discuss how you can harness the potential of outsourced resources to ensure maximum value for your organization.

KEY TAKEAWAYS

Discover the best tasks and responsibilities to outsource to a fractional CIO, CFO or CISO
Learn how to select an outsourced resource tailored for your association needs
Explore how to integrate and manage these resources seamlessly within your staff and organization.

AMS OR CRM – A CANDID CONVERSATION

Thursday, June 1st

Native AMS, Salesforce, Microsoft Dynamics, or NetSuite – Options Abound!

Join our band of friendly rivals for a lively discussion about the different approaches between platforms, key features that ALL associations need in their AMS/CRM and tips for a successful selection regardless of the platform you choose. Our panelists each have more than a decade of experience in helping associations select the right AMS/CRM and are here to help you start down the path to a successful selection!

KEY TAKEAWAYS:

Learn the difference between a CRM and AMS
Acquire selection tips from professionals who work with dozens of associations each year
Discover the key features that should be included in every AMS/CRM discussion

SPRING CLEANING YOUR WEBSITE

Thursday, April 6th

It’s easy to get caught up in creating content and forgetting to update and maintain the website itself. 501Works head designer and our CIO discuss how a little bit of spring cleaning can go a long way in keeping your website in tip-top shape.

This month we’ll cover how to optimize your website’s content, navigation, speed, design, and security. With a little bit of effort, your website will be ready to attract new users and help grow your association.

TAKEAWAYS

Assess what brings joy to the users’ experiences and what doesn’t
Learn about new ”tools” to help you clean your site
How to obtain buy in from other departments to make needed website changes
Determine how to plan and manage revisions

MANAGING IT CHALLENGES IN THE REMOTE/HYBRID OFFICE

Thursday, March 2, 2022

Many association staff are working from home or a remote location, some or all the time. This has led to new ways to manage office IT and remote work policies and how they impact the staff at every level and department.

This month’s CIO Hour features a remote workforce expert and a managed service provider CTO, who will share their experiences and answer questions on how you can better manage staff, avoid risks, and improve security in the remote and hybrid work environments.

KEY TAKEAWAYS

Learning what security best practices your association should have in place
Getting staff and leadership to understand the importance of strong and equitable remote work policies and guidelines.
Utilizing productivity tools across the organization to augment NOT replace good management and communication skills
Managing the tension between making it easy for employees to use technology versus managing security risks for the organization.

AMS SELECTION FROM THE TRENCHES

Thursday, February 9, 2022

We dig into the trenches and explore the real-world process of AMS selection by inviting two of our own clients who selected an AMS System in the past 90 days to share their experiences.

We’ll conduct a retrospective discussion and share what went well, and what they wished they had done differently so you can benefit from their experiences.

KEY TAKEAWAYS

Hear the real-life stories of two associations who just finished the selection process.
How they managed and engaged their SME team and CEO to help with selection.
Learn tips on how to handle your upcoming software selection process for an AMS or other key systems (LMS, Communities, Financial System, MSP) that you may plan to select in 2023.
Get your questions about AMS Selection answered by those who just went through the process.

LEADING VIRTUAL MEETINGS FOR SUCCESS NOT DISTRESS

Thursday, January 5, 2022

Staggering Meeting Stats:

Americans average eight hours a week in virtual meetings (=50 days a year).
Companies spend a total of $37 billion per year on meetings, according to Harvard Business Review, underlining the importance and enormous investment for businesses. Virtual meetings are a huge part of that investment so how you engage participants and increase the value of your meetings will be key to success in 2023.

The CIO Hour is focusing on some “soft skills” training in January that will help with your upcoming IT and other projects. Join us to learn strategies to conduct more effective and engaging virtual meetings that will help to advance your goals in the year ahead!

TEDx speaker, and trained facilitator, Steven English discusses how you can standardize the planning, execution, and follow-up of virtual meetings in your organization. Steve will run a 30 minute simulation to show us tools and methods to make virtual meetings more engaging and improve productivity.

KEY TAKEAWAYS

Explore 3 ways to improve engagement – virtually
Know how to prepare an agenda for success
Learn strategies for improving participation
Learn how to manage difficult attendees

Data Hoarders – Association Edition

Thursday, December 6, 2022

Data is a huge asset for most associations BUT it can also be a liability. Navigating the line between asset and liability is increasingly difficult as our associations face cyber-security, privacy and logistical challenges related to managing the volumes of data we collect. Many associations work on the model of “just save everything” but that places increasing burdens on IT systems and the humans trying to make sense of what our data reveals about our members.

Join James Marquis, CIO at 501Works and The CIO Hour and association executive Villy Savino, VP of Technology Transformation at CoreNet Global as we dive into the world of managing association data and establishing governance over this critical resource. You will learn:

What data governance is.
Why is data governance important.
How you can get data governance started in your organization.
The importance of quality checking your data.
How to establish a process for continued success.

LOOKING TOWARDS 2023… PREDICTIONS, PITFALLS AND POSSIBILITIES

Thursday, December 1, 2022

As we close out 2022, we are sitting down with some special IT peeps to talk about some of the challenges we have faced the last two years and how you can take charge of your technology in 2023.

KEY TAKEAWAYS

Assessing technology requirements to meet the needs of your organization based on available skills, resources, and budget
How will or can the economy, cyber security issues and world event impact technology in 2023.

The CIO Hour is the perfect platform for non-techies to ask questions and get straight-forward answers and insights into where technology is headed in 2023.

AI – GOING BEYOND ALEXA AND INTO YOUR ASSOCIATION

Thursday, November 10, 2022

Alexa may be your friend or frenemy depending on how you look at it, but AI itself is already here and growing. Does AI scare you? Do you wonder what AI really is or why you should care about it? Do you worry it may take your job away?

This month we will explore and answer these questions as we delve into what AI is and what it is NOT.

Join us as two AI experts discuss the benefits of AI and how you can utilize it to benefit your association.

KEY TAKEAWAYS

Discover what kind of data you need to implement AI
Hear stories of how associations have used AI to engage, retain and grow their membership
Learn how AI technology can help future-proof your organization to ensure success and longevity
Find out how AI can augment your job, not replace it.

The CIO Hour is a monthly webinar designed specifically for non-tech association staff to boost their IT-IQ.

PANELISTS:

Evan O’Neill, Chief Growth Officer, Hum

Thomas Altman, Co-Founder, Tasio

LEGAL UNEASE IN TECHNOLOGY

Thursday, October 6, 2022

What you don’t know can hurt you. Learn how key components in an IT contract can keep you and your association out of hot water. Hear what an association CEO, experienced in contract law and a software contracts attorney have to say about IT contracts and what you need to know before signing on the dotted line.

KEY TAKEAWAYS

Learn important aspects in IT contracts including indemnification provisions, evergreen clauses, renewal caps and the rights to your data.
Discover how Cloud and SaaS services are changing the contract landscape and what you need to consider from security to privacy.
Determine how your insurance coverage can factor into IT contracts indemnity clauses
Gain tips to negotiate and use contracts for better vendor relations.

PANELISTS

Mark Roberts
CEO
TechServe Alliance

David E. Zerbee, Esq.
Co-Founder
Executive Counsel

ANATOMY OF A BREACH

Thursday, September 8, 2022

Did you know in the past 2 years, 43% of all cyberattacks are performed on small business and nonprofits? The shift in strategy to focus on smaller organizations provides threat actors with easier targets – weaker security defense and a quicker turnaround for ransom. With such devastation, nearly 60% of small businesses fail within six months of a data breach.

Sit in on this one-of-a-kind webinar to hear first-hand experiences from an association that has gone through a breach and their lessons-learned to help you prepare for the inevitable.

KEY TAKEAWAYS

Hear how an association COO and CIO navigated the rough waters of a security breach.
Find out the first critical steps you need to take to protect your organization.
Discover why it’s important to have a cybersecurity insurance and what type/s of insurances are necessary to protect you and your association.
Learn how to create an effective breach communication plan to address your staff, board, and members
Hear tips and tactics to fortifying your current systems

GUEST PANELISTS

Villy Savino, VP Technology Transformation, CoreNet Global
Larry Bazrod, COO, CoreNet Global

WHO LET THE DEVS OUT?

Thursday, August 4, 2022

Have you ever used a developer on a project? If you don’t exactly know what developers DO on your IT projects or have not had chance to meet and work them directly, join us for the CIO Hour where we take a fun and informative look at the roles of the developers on your IT team, be they in-house or consultants. We’ve invited two developers with years of experience with associations to explain it all!

KEY TAKEAWAYS

The role of developers on association IT projects
Their role in the software development process
What bugs are and how you can help developers fix them
How you can work with them to improve the success of your future IT projects
Why some developers may seem scary but really aren’t

GUEST PANELISTS

Andrew Warth, Senior Software Engineer, 501Works
Josh Carlson, Founder & Chief Innovator, PerByte

MANAGED SERVICE PROVIDERS 101

Thursday, July 07, 2022

A managed service provider (MSP) is a third-party company that remotely manages an association’s information technology (IT) infrastructure and end-user systems. Small and medium-sized associations and nonprofits hire MSPs to perform a defined set of day-to-day management services. These services may include network and infrastructure management, security, and monitoring.

MSPs are a great way to leverage more sophisticated technical help especially for smaller staff with limited tech resources. Join us for an hour on how to engage an MSP and maximize the benefit for your association. Panelists will include MSP experts and vendors.

KEY TAKEAWAYS

Why and how to use an MSP
How to better utilize your current service provider
How to assess an MSP

MEMBER FIRST DESIGN

Thursday, Jun 02, 2022

We are diving into the story of how ASAE is using outcome driven innovation techniques to improve decision making related to internal system upgrades and improving member experiences.

Explore how ASAE’s recent member focused design exercises helped them break the cycle of designing systems for staff rather than members. Hear a lively exchange between ASAE and their consulting partner Yes& on how they worked closely together to reveal their truths and impact their members. This approach could be applied by your organization to:

Solve members’ true problems to accelerate your mission
Discover the problems members face completing “jobs to be done” while using association systems and how to solve them.
Give members what they need rather than what you think they need.
Understand how to design systems that meet member needs.

Join us for this eye-opening story and discover a potential path for your association to advance its mission!

Fueling Engagement with Mobile App Platforms: May 2022

Thursday, May 05, 2022

Celebrate Cinco De Mayo with 3 leading mobile app platform providers as they discuss how to fuel engagement using mobile apps by utilizing marketing strategy and involving key stakeholders to improve success.

Masters of Content – Going Beyond HTML & PDF to Deliver the Best Web Experience: April 2022

Thursday, April 07, 2022

Face it – text is pretty boring. We all want to deliver first-rate content using video, audio and imagery but doing this wrong can lead to frustrated users, bad Web performance or losing your audience all together. Join us for a discussion on the tools the pros use to incorporate and tune these content types to keep your audiences engaged.

5 Ways to Turn Your Members into an Army of Marketers Utilizing Social Media

Thursday, March 3, 2022

Content is King, but distribution is queen, and she wears the pants.
Jonathan Perlman, Buzzfeed

If your association has tons of great content sitting idle, this session can help you explore new avenues to get that content working for your association and engaging prospects, members and stakeholders more effectively. Less than ten percent of the content shared on social media gets 99% of the attention, and this session can help your association leverage best practices to gain more than your fair share and punch above your weight online.

TAKE AWAYS

Learn how to achieve a huge boost to engagement by prompting your members to disseminate content for your association.
Learn 8 tips/ways to game the LinkedIn algorithm to get 10x the clicks and views on your content.
Discuss the challenges your association is facing today and how to manage those problems with new software tools that can help.

AMS/CRM Software Selection Survey – What People Really Think?

Thursday, February 3, 2022

Find out what people really think about the AMS/CRM selection process and learn from their experiences!

501Works has completed the first-ever survey on the AMS/CRM Software Selection process. We received over 230 responses from association professionals, vendors, and consultants. The first survey results will be released at this episode of The CIO Hour. Teri Carden, Founder of ReviewMyAMS will join us to discuss the results.

Hear a summary of initial data from the AMS/CRM System Selection Survey and access the report results below.

If your association is planning or currently going through an AMS/CRM selection or implementation process this is a must attend event.

KEY TAKEAWAYS

Get valuable feedback from those who have gone through the process.
Gain insights from vendors and consultants who took part in the survey
Ask your questions to experts and peers about what the survey revealed and how it relates to your projects.

Shaping Conversations Utilizing Your Communities

Thursday, January 6, 2022

Find out what people really think about the AMS/CRM selection process!

501Works has completed the first-ever survey on the AMS/CRM Software Selection process. We queried over 200 association professionals, vendors and consultants to determine what’s working and what’s not.

The initial data from this survey will be released during this session of the CIO Hour. Learn the common pain points as revealed by all sides of the industry and be a part of the discussions on how to make this important process more effective for everyone.

Cyber Security Issues and Insurance Implications – What you need to know for 2022 and Beyond

Wednesday, December 8, 2021

The cyber insurance market has changed drastically in just the last five months, and you need to know how to position your organization for market increases and corrections. This webinar will cover the must-knows of IT cyber insurance woes and how best to mitigate them.

Hear lessons learned and best practices from a panel of experts that includes a CFO, CIO, Insurance Broker and Carrier.

IT Smack Down

DECEMBER 02, 2021

2020 & 2021 have been filled with unprecedented challenges. As we close out 2021, we are sitting down with some of the CIO’s favorite IT peeps to talk about some of the challenges we have faced the last two years and how you can take charge of your technology in 2022.

AMSFest 2021

November 17, 2021

501Works’ CIO James Marquis presented a session on writing AMS Requirements at the November 16-19 2021 AMSFest in Washington, DC. It was the first live presentation for 501Works in two years! It’s great to be back in the “live” world again.

We also had the opportunity to introduce our new AMS/CRM selection tool, Software Mage.

Tips and Tricks for Creating Effective IT Software RFPs

November 4, 2021

From the vendor’s perspective

Writing a clear RFP that the vendors can use to understand and meet your association’s needs is your first step for successful IT project implementation. A panel of vendor experts share best practices they have seen in RFPs.

Avoiding the Bachelor/Bachelorette Mentality During AMS/CRM Selection

Thursday, October 21

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 some hidden truths the vendors can’t tell you but wish they could.

Super Spooky Cyber Security Issues and Insurance Implications

Thursday, October 7

The Must- Knows of keeping away from insurance woes when it comes to IT. Derek Symer, Principal, Senior Vice President, Director Non-Profit Practice for AHT Insurance joins us for this timely discussion.

For more information or to register please go to www.theciohour.com

The CIO Hour: Insight 2022 - What's in Store for Meetings?

Thursday, September 9

The last 18 months have been quite a challenge and as we head into 2022 there continue to be challenges on the horizon. For this month’s Webinar we are lucky to be joined by Joe Colangelo, CEO and Co-Founder of Bear Analytics. Bear focuses on the data of events and through that lens Joe will share his insights about where we have been and where we are going in 2022 and beyond, whether your meeting is Virtual, Live or you are looking at Hybrid formats.

For more information please go to www.theciohour.com

We’re presenting a session at ASAE’s Annual Conference entitled “Ethos, Pathos, and Logos: Persuasion and the People Side of Implementations”. Please join us for the viewing of the session and the live Q&A on August 18th at 11:00 am to hear how we have used the powers of persuasion in our technology implementation projects prior to and during the pandemic.

The CIO Hour: PCI in July

Thursday, July 15

Christian Fadel, CFO of Affinipay joins us for this hot summer discussion. Processing credit cards means PCI compliance and we are here to help! Learn about the latest in PCI requirements and how a modern payment processor can help with this critical function. We’ll also discuss how Finance and IT departments can work together to lower costs and increase security in the online purchase process.

To access topics, recordings, handouts from our past programs, please click here

AMS Fest 2021

Please visit us on June 16, 2021 at AMSFest where 501Works will be conducting a “Partner Lightening Chat” from 2:10 pm – 2:25 pm ET. We’ll be introducing a new approach to help take the pain out of making an AMS selection.

The CIO Hour: Trust but Verify

Thursday, June 3

Do you know when your Website goes down? Tired of members being the first to know? Learn about the low cost and free tools the pros use to monitor your IT from the outside. This webinar also covers: up-time and availability monitoring, server/website/web application performance monitors, validating TLS configuration and vulnerability scanners.

To access topics, recordings, handouts from our past programs, please click here

The CIO Hour: Best Practices Using WordPress for your Association Website

Thursday, May 6

Not all WordPress is created equal. Learn tips and tricks to get the most out of using WP for your website. This session covers the benefits of Plug-Ins like Elementor and Avada.

To access topics, recordings, handouts from our past programs, please click here

ASAE Association Xchange Program

501Works, in conjunction with AHT Insurance, will be presenting the April Association Xchange program “Minimizing Your Associations Cybersecurity Risk in 2021”, to the Greater Washington / National Capital Community on April 22, 2021 at 12:00.

Click here to watch a recording of the webinar

Virginia Society of Association Executives 2021

501Works, in conjunction with Ellipsis Partners, presented the program entitled “The Accidental CIO – IT Questions you need to ask to get your association technology to thrive”, to the Virginia Society of Association Executives (VSAE) on February 19, 2021.

AMS Fest 2020

501Works presented a technical demonstration of our flagship product, Mojo Middleware, at AMSFest on November 19, 2020 from 1:30 – 1:50 p.m. Mojo Middleware is an innovative approach to integrations and data management for your association software that brings more capabilities and efficiency to your everyday tools.

ASAE Technology and Conference Expo 2019

501Works was at the ASAE Technology & Conference Expo, taking place December 3-4, 2019 at the Walter E. Washington Convention Center in Washington, D.C. for “Software Implementation and System Integration 101 for the Accidental Technologist” on Wednesday December 4th at 1:45 p.m.

AMS Fest 2019

501Works presented at AMSfest on Wednesday November 6 at the opening session entitled “Software Implementation & System Integration 101 for the Accidental Technologist”

Please contact us if you would like to receive a copy of the presentation slides for “Software Implementation & System Integration 101 for the Accidental Technologist”.

Webinar 2019: The Accidental CIO

IT Questions you need to ask to get your association technology to thrive. Moira Edwards and James Marquis, two seasoned association pros, explored some key IT questions you need answered to help kickstart your 2019 goals.

ASAE's Technology Conference and Expo 2018

501Works introduced Mojo Middleware, an innovative approach to integrations and data management for your association software that brings more capabilities and efficiency to your everyday tools, at ASAE’s Technology Conference and Expo, December 4 – 5, 2018, at the Gaylord International Resort and Convention Center.