Make 2017 a Home Run for Your Association: TPG's Not-to-Miss Association Learning Opportunities

Join our team for one or both of these innovative and interactive sessions in the coming weeks. Whether you are in Ontario or BC, these are not-to-miss opportunities to gain practical knowledge and tools about organizational transformation based on real-world examples of association change.

A Practical Guide: How to Lead Your Association in the 21st Century

January 19-20th at the CSAE Trillium Winter Summit in Hamilton.  Hamilton. Facilitator: Jack Shand 

Whether it is our operating model, governance model, membership model or value proposition, ‘experts’ have been telling associations for years they must evolve – or risk extinction. But how on earth do we get from where we are today to where we need to be? This interactive session will challenge participants to address a case study derived from true association examples of transformational change. It will explore the change process, as well as better practices and pitfalls to avoid in driving effective decision-making and stakeholder engagement. Participants will receive a process framework that can be used to map out change in their own associations. 

Associations 2025: High Performance Associations of Tomorrow

Monday April 3 in Vancouver. In partnership with the Canadian Society of Association Executives. 

It's the central question in today's strategy sessions: What must your associations do to thrive -- not just survive -- in the next decade and beyond? Past approaches to achieving success will no longer assure your organization's relevance in the future. Building upon the inaugural event on the future of associations in Toronto, Association 2025 is now coming to Vancouver on April 3, 2017. Brought to you by CSAE in cooperation with The Portage Group, this fascinating full-day summit explores the changes associations can expect to see in the next decade and how to manage them.

Make 2017 a Home Run for your association and register today! See you there!

CSAE Canadian Association Financial Operations Study: Participate by November 30 For Free Highlights, Deep Report Discounts!

How Does Your Association Stack Up? The CSAE Canadian Association Financial Operations Benchmarking Study is open for your participation until November 30. Participants recieve a free highlight report as well as access to deep discounts on the full study report. 

Associations 2025 Coming to Vancouver! Save the Date, April 3 2017

The Portage Group is extremely proud to once again partner with the Canadian Society of Association Executives in leading the discussions during this great event on April 3, 2017 at the Sheraton Vancouver Airport Hotel. 

This day-long event will be packed with invaluable resources, information and the opportunity to collaborate with fellow association executives that will help you navigate your organization successfully through the current and anticipated mega-shifts in the association environment.

Case studies, trend-talks and real-world examples of change from association leaders make this a not-to-be missed event to add to your calendars!

Save the date and stay tuned here or to the CSAE events page for details as they become available!

Golf Season is Upon Us: Great Day at Kanata Golf and Country Club with CSAE Ottawa-Gatineau

Well, it's June and we all know what that means...golf season is upon us!

TPG was pleased to attend the CSAE Ottawa-Gatineau annual golf tournament at the Kanata Golf and Country Club on June 6th and was honoured to be able to host players from the designated event charity, the Learning Disabilities Association - Ottawa - Carleton.

Above, you will see Geoff Thacker, TPG Executive Partner - Research and Strategy is having a rough day on the links but still managed a good game. All in all, a good time had by all!

CSAE Ottawa-Gatineau Photo:

  • Sophia Oldford,CAE, Executive Director - Learning Disabilities Association - Ottawa-Carleton (the new charity of choice for the chapter)
  • Michael Bates, Board Member - Learning Disabilities Association - Ottawa-Carleton (the new charity of choice for the chapter)
  • Julien Dagenais-Côté - HOTEL BONAVENTURE MONTREAL
  • Geoff Thacker, Executive Partner, Research & Strategy - The Portage Group

STEVE CARROLL JOINS THE TEAM AT THE PORTAGE GROUP

May 30, 2016.

Toronto, ON. (The Portage Group) – The Portage Group is pleased to welcome Steve Carroll, CAE, as an Independent Associate to their team. Steve is an accomplished association sector professional bringing with him a wealth of success and experience as an association staff and volunteer leader.  Carroll is currently President of the Canadian Society of Association Executives – Trillium Chapter and has served in Canadian national and provincial association senior leadership positions for over two decades.

“We are excited about Steve becoming a key part of The Portage Group team,” said Geoffrey Thacker, Executive Partner, Research and Strategy with The Portage Group.  “Steve’s experience and achievements in the association sector and profile in the association community are a strong addition and complement for The Portage Group and we are confident Steve will add further depth to our consulting practice for not-for-profit sector clients” added Jack Shand, CAE, Executive Partner, Leadership Consulting and Search for The Portage Group.

“I enjoy creating, building and delivering strategy and value for associations, their members and stakeholders” said Carroll.  “The opportunity to join a leading Canadian association consulting organization with very strong research and strategy development capabilities along with the opportunity to build on The Portage Group’s very robust brand and record of success is irresistible and compelling.” 

Most recently, Steve Carroll served as Director of Association Management Services with Managing Matters, an association management company.  Previously Carroll worked in executive leadership positions with the Golf Association of Ontario, Ontario Volleyball Association, Golf Canada, PGA of Canada and PGA of BC. His first official day with The Portage Group will be June 1st where he can be reached at scarroll@portagegroup.com

ABOUT THE PORTAGE GROUP 

The Portage Group Inc. is a consulting group with a shared passion for helping associations, not-for-profits and regulatory organizations along the various stages of their journey. Its nationally-based consulting team offers deep sector expertise across multiple service areas that include: Research, Strategy, Search, Human Resources, Organizational Performance and Governance. Further information may be found at www.portagegroup.com or by calling 866-920-3999.

 

 

CSAE Annual Association Compensation Study Open Until May 6!

Should I ask for a raise? How much should we pay the new Membership Manager? Would offering flex days help us draw stronger job candidates?

Knowing how to structure staff salary and benefits can be a challenge for any association. Associations are unique, after all - It can be extremely challenging to find comparables that truly reflect your unique realities. 

The CSAE annual compensation survey closes Friday May 6! Participate today for big savings on the report and for the opportunity to pre-order your copy! 

Whether you are a national trade association with 20 staff or a small professional association with a part-time administrator, the annual CSAE association compensation and benefits study is a valuable tool that offers Canadian associations a unique opportunity to measure compensation against similar organizations across areas such as:

  • Staff Level and Experience
  • Age, Gender and Level of Education
  • Organization Type, Size and Geography

The survey is only open for a few more days. Don't miss out!

 

 

Back to The Future: Associations in 2010

The Associations 2025 Summit is coming up next week! http://bit.ly/1MnbCmG

It is a collaboration between The Portage Group, CSAE and a group of inspiring leaders from associations and businesses across Canada. Together in a fun and interactive format, we will explore the landscape of associations today and discuss what trends will shape the sector in the years to come.

I found this article from Carol-Anne dating back to 2010 where association professionals were asked to weigh in on what they think a successful association would look like five-to-six years into the future. Well that future is here. Lets explore if those prophecies have turned into reality.

I think that while tactics will evolve and achieving success will become more of a challenge than ever before, the things that will take an association to the top and keep it there will be the same as what they are now: In my version of the future, differentiation, innovation, value and engagement will continue to be the factors that make or break not-for-profits of all shapes and sizes.

Here are a few of the most crucial ways your Association should adapt to thrive: 

Customized Membership

The survivors will be those who are truly able to stand out from the crowd by being able to deliver value in a world where the term means something different to each member. In order to provide a unique experience that members can’t replicate elsewhere, membership and all that it involves will become more customizable. 

New Revenue Models

Increased competition from sources such as the internet and social media are allowing people to access networks and resources without having to pay a membership fee. Associations will increasingly have to give away for free a lot of what they have until now leaned on as their main sources of revenue.  Some real outside-of-the-box thinking will be needed to help associations figure out how to generate enough revenue to be able to achieve their mandates.

Flatter, Less Hierarchical Structures

Many associations today have structures that are left-over from the days when boomers joined right out of school and stayed until retirement. This multi-layered and bureaucratic structure doesn't fit in a world where people need access to information, resources and decision-makers immediately without having to jump through multiple hoops and gatekeepers. Future associations structures will be flatter so as to be more accessible, responsive and nimble.

Evolution of Volunteerism…and Engagement

The reality is that people are busier than ever before and have more things competing for their time. Social media will be a great tool for the innovative association looking to recruit, retain and engage.  The markedly ‘un-linear’ and transparent nature of this medium has real potential to help boost engagement among all stakeholder groups, from members and volunteers to staff, board members and donors.

Transparency Will No Longer Be An Option

As social media moves more into the foreground, non-transparency just won’t be an option anymore.  When associations mess up, they will have to face the music.  If you haven’t followed the Kiva.com saga, this charity is a great example of how social media makes this happen.  Here’s an article on the debate from the New York Times. (http://www.nytimes.com/2009/11/09/business/global/09kiva.html?_r=1&src=tw)

The Great Age Divide

The baby boomer generation is retiring and will continue to have a significant impact on not-for-profits.  All of the stakeholder groups will start looking a lot younger - from association staff, board members to volunteers and donors. 

Helping members to attract ‘young blood’ to their industries, adjusting to the new leadership styles of a younger generation, and finding ways to transfer tacit knowledge between seasoned executives and young leaders are just some of the challenges associations will face in this arena.

So what do you think? Are these still the most relevant challenges happening in your association? How have you adapted?

We look forward to seeing your top leaders and up and comers in Toronto on April 19th. At Associations 2025 Summit!

Get ready to explore solutions and create change!

 

Being a Board Member Could Give You a Boost !

While attending a board meeting recently, I heard the President of an association Board of Directors comment, ”remember, I won’t be here after June.” It struck me that there must be so much time spent not only training and integrating new board members, but also a great loss of direction and governing style when experienced individuals leave association boards.

The Portage Group had been brought into this particular meeting to present options of structure models to align with strategic goals. Although this was not the focus of our presentation, one comment that came forward was in regards to bringing ‘younger people’ to the board to have a more diverse representation. “every new generation brings a fresh perspective to previous traditional approaches.”

Perhaps part of recruiting members to your Association could highlight the benefit and opportunity to become part of a diverse and experienced Board of Directors. Where an up and coming professional could develop relationships with experienced people in their sector with a wealth of information in that industry and a vast amount of contacts.   

Some of the top reasons you might want a younger demographic on your board:

1.     To Manage Technology

At TPG, we often hear feedback from clients that there is a need to improve their association technologies. Often improvements are done once or twice and are not able to be maintained. Having someone directly involved with the association to manage this (in a volunteer position no less!) could be greatly beneficial.

2.     To Talk to and Attract Similar and Like-Minded People

While current board members might have a large network of industry professionals,  some young blood on the Board could have a far reach when it comes to new  potential members and would certainly have ideas of how to reach them

3.   To Create Value Add Ideas for Members

Often new ideas can become fairly stagnant on a board where most of the faces have  been around in some capacity for many years. Someone new to the group might have some creative ideas of how to attract and retain members as well as enhance value.

4.     To Offer New Perspective on Old Traditions.

Are there members of your board who have older children that might be interested  in following in their parents footsteps? Do you know someone who might benefit from the industry connections and know how? A fresh and younger face on the  board could come with loads of perspective on how to build new traditions.

Change is inevitable. But planning for it could create more of an opportunity than just restructure.  Some ideas shared in this blog were found in the article http://nonprofithub.org/board-of-directors/nonprofit-millennials-board-directors/

Succession planning and development of board of directors is just one way The Portage Group can help your association. Find out more about our services at www.theportagegroup.com

 

 

 

Posted on April 6, 2016 and filed under Organization Performance, Leadership.

Associations 2025 Summit Coming Soon!

You’ve demonstrated a consistent commitment to keep your board and members aware of major trends, risks, and strategic issues that will shape the organization in the coming years. Knowing that there are many new challenges that association executives face today that didn’t exist 15 years ago, The Portage Group and CSAE are looking to gather the brightest stars in your association and the true leaders and have a focused conversation at the Associations 2025 Summit this coming April 19, 2016 in Toronto.

 We will be offering a variety of dynamic presentation styles, similar to Ted Talks, at The Associations 2025 Summit, with a more interactive case study exploring  (Re)Creating Tomorrow’s High Performance Association mid day.

 Some of the topics we will look at are:

▪       How will the next generation of members define value?

▪       What associations are successfully transforming their model to enhance value for their boards and members?

▪       Understanding the environment of 2025 – the workplace, workforce, economy, and Canada itself and changes already underway.

▪       What leading organizations will be seeking in their top executives

 

Associations 2025 Summit will feature some dynamic speakers:

▪       Bill Greenhalgh, CEO, Human Resource Professionals Association

▪       Diane Brisebois, President & CEO, Retail Council of Canada;

▪       Chris Conway, CEO, Cement Ontario;

▪       Andrea Stairs, Managing Diretor, eBay Canada.

 

It will be a day that will hopefully start a trend in itself!  We would ask you to bring your best for a day of collaboration, learning and networking amongst established association leaders and the up and comers. The conversations to come out of the Summit will aim to bring significant value back to your association in its planning for the future.

 How do you prepare for the coming years and demands?  Join us for Association 2025 Summit, as we re-think how to leverage the power of associations. Be part of the answer.

 For Details and to register go to:

 http://www.csae.com/Education-Events/Details/ArticleId/2419/Associations-2025-High-Performance-Associations-of-Tomorrow

 #toronto #april19 #associations2025