Schedule of Events

Tuesday, July 26, 2022

The pre-conference sessions and the welcome reception on Tuesday will take place on the third floor of The Marquette Hotel.
   

7:30 a.m.-5 p.m.

Peer to Peer Orientation for New Chapter Presidents - Red River

 

Led by seasoned chapter presidents, this interactive workshop will provide you with the skills to respond to the challenges and opportunities faced by chapter presidents today. Learn time-tested best practices in financial management, volunteer management, governance, education, recruitment and retention and staff development. 

   

1-2:15 p.m.

Small Group Workshops (limited seating; registration required)

 

Reserves and Investment Policies - St. Croix River
presented by John Mielke, Wisconsin Chapter and Sean Auger, CPA, BDO USA, LLP
Are you unclear if your chapter has enough reserves? It’s common advice to have a certain reserves target (three months, six months or one year). But where does that recommendation come from? In this workshop we will walk you through the concept of “risk-reserves” and help you determine the right level of reserves for your chapter. ABC of Wisconsin Budget and Finance Committee member and CPA Sean Auger will provide you with the tools and help you create a reserves portfolio based on your chapters business model.

   
 

Strategic Marketing Plans and Resources - Minnesota River
presented by Kyle Schwarm, Wisconsin Chapter and Danielle Woodall, ABC National

   
 

Staff Incentive Programs and Chapter Salary Survey Explained - Mississippi River North
presented by Chris Garvey, Chesapeake Shores Chapter and Brian Sampson, Empire State Chapter
Learn about the Chesapeake Shores and Empire State Chapter's Staff Incentive Programs that rewards and recognizes staff members for their contributions toward meeting and exceeding the performance goals and likewise the mission of ABC. In addition, the ins and outs of the chapter salary survey will be explored.

   
 

Apprenticeship Trusts: Guidance Review - Mississippi River South
presented by Michele Daugherty, Central Florida Chapter and Doug Curtis, ABC National

   

2:30-3:45 p.m.

Small Group Workshops (limited seating; registration required)

 

Reserves and Investment Policies - St. Croix River
presented by John Mielke, Wisconsin Chapter and Sean Auger, CPA, BDO USA, LLP
Are you unclear if your chapter has enough reserves? It’s common advice to have a certain reserves target (three months, six months or one year). But where does that recommendation come from? In this workshop we will walk you through the concept of “risk-reserves” and help you determine the right level of reserves for your chapter. ABC of Wisconsin Budget and Finance Committee member and CPA Sean Auger will provide you with the tools and help you create a reserves portfolio based on your chapters business model.

   
 

Strategic Marketing Plans and Resources - Minnesota River
presented by Kyle Schwarm, Wisconsin Chapter and Danielle Woodall, ABC National

   
 

Staff Incentive Programs and the Chapter Salary Survey Explained - Mississippi River North
presented by Chris Garvey, Chesapeake Shores Chapter and Brian Sampson, Empire State Chapter
Learn about the Chesapeake Shores and Empire State Chapter's Staff Incentive Programs that rewards and recognizes staff members for their contributions toward meeting and exceeding the performance goals and likewise the mission of ABC. In addition, the ins and outs of the chapter salary survey will be explored.

   
  Apprenticeship Trusts: Guidance Review - Mississippi River South
presented by Michele Daugherty, Central Florida Chapter and Doug Curtis, ABC National
   

5-6:30 p.m.

Networking Reception at Hotel - Jolliet Terrace

 

Wednesday, July 27, 2022

On Wednesday and Thursday, programming and meals will be in the Windows on Minnesota event space, located on the 50th Floor of the IDS Center. The IDS Center is directly connected to The Marquette Hotel across the atrium. Sessions will be held in the Galaxy room and meals in the Universe room. Click here for a map to Windows of Minnesota.
 

8-9 a.m.

Breakfast

   
9 a.m. Welcome
   
9:15-10:45 a.m. Session: Board Engagement Is Not a One-time Event: It’s About Culture
  presented by Mary Kay Delvo, ACC, MLS, LSW, Inspiring Sight
 

Two primary complaints often surface from chief executives about their boards—they are not engaged and they spend too much time in the weeds instead of serving as a strategic guide to me and my staff.

If this resonates with you, you’ll love this session that breaks up common limiting beliefs about board engagement. You’ll walk away with realistic strategies for creating engaged board cultures. This won’t be a “talk-at-you” session, so come with board scenarios in mind as you engage your peers in solving challenges on the spot.

   
10:45-11 a.m. Break 
   
11 a.m.-12 p.m. Session: Chapter Internal Controls: How to Mitigate Fraud Risks at Any Size
  presented by Kelsey Vatsaas, CPA, MBA, CliftonLarsonAllen LLP
 

“Few chapter presidents are hired because they are great at financial statements and reporting, but many are fired for it,” said one chapter president. With many chapters operating with a small or fully outsourced finance staff, building in segregation of duties can be a challenge. In this interactive session, learn some practical ways to strengthen internal controls at any size chapter, red flags for fraud and lessons learned from your peers and other associations.

   
12-1 p.m. Lunch
   
1-2:15 p.m. Session: Dos and Don'ts During an Election Year
  presented by Melanie Pfeiffenberger, Director of Political Affairs, ABC National
   
2:15-2:30 p.m. Break 
   
2:30-5 p.m. Roundtable Discussions 
 
  • How to Streamline Chapter Operations
  • Onboarding Staff 
  • Building a Mutually Beneficial Volunteer Experience

6-8:30 p.m.

Off-site Group Event - Brit's Pub

   

Thursday, July 28, 2022

8-9 a.m.

Breakfast

9-9:15 a.m. Welcome Back 
   
9:15-10:15 a.m. Session: How to Present Financials to Your Board 
  presented by Bianca Domally, CFO, ABC National; Lee Nations, Mississippi Chapter
   
10:15-10:30 a.m. Break
   
10:30-12 p.m. Session: Sourcing and Retaining Top-Performing Staff 
  presented by Larry Sternberg, Fellow and Board Member, Talent Plus
  In this session, the presenter will address how to find top-performing staff, where to find them and how to keep them engaged and motivated.
   
2:30-5:30 p.m. Optional Post-Conference Event: Paradise Princess Charter on Lake Minnetonka