Annual Convention September 23-25, 2018 | Golden Nugget Lake Charles

LSAE IS BETTER TOGETHER

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Golden Nugget Lake Charles | 2550 Golden Nugget | Lake Charles, LA 70601

(P) 337.508.7900

Check-in time: 4:00 p.m. | Check-out time: 11:00 a.m.

Golden Nugget will make every effort to accommodate requests for early arrival or late departure, based on availability.

All meeting functions are located on the second floor of the hotel, unless otherwise noted.

PROGRAM TABLE OF CONTENTS

President’s Welcome……………………………….. 3

Meeting Agenda………………………………………. 5

Get Your Puzzle On!…………………………………..8

About the Sessions….………………………………...9

Meet the Speakers……………..…………………...12

2018 Board of Directors……………………………. 14

Professional Development……………………….. 17

2019 Annual Convention………………………….. 18

2019 ASAE Annual Meeting & Expo…………….18

Sponsor Recognition…………………....Back Cover

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Welcome to Lake Charles! I hope you came ready to learn and network, because those are always Better Together!

The next few days will be packed with fun and great information. LSAE continues to focus on education by hosting an executive track taught by Mr. William Brown who is a professor and director of the Nonprofit Management Program at Texas A & M. In addition, Mr. Reginald Henry with ASAE will help to facilitate an Technology Trends and the effects on Associations. With the ever changing world of IT, I think we can all use this time to learn something new.

While there will be lots of work, LSAE has also left time for play. Join us for the Progressive Dinner on Monday night. Hosting venues include: Courtyard by Marriott, L'Auberge Casino and Resort Lake Charles, and Golden Nugget Lake Charles’ Blue Martini Bar. There will be lots of prizes drawn on Monday night and Tuesday morning! Remember that you must be present to win!

We are all Better Together and LSAE appreciates your support, as well as the support of our great local partners. A big THANK YOU is in order for the Lake Charles / Southwest Louisiana Convention and Visitors Bureau, Golden Nugget Lake Charles and all of our convention committee members who helped make this meeting a success.

Keli Williams

Keli Williams, 2018 LSAE President

Thank you to our 2018 Annual Convention

Committee Members

Bland O’Connor Postlethwaite &

Netterville P&N Association

Management Committee Chair

Beth Amadon

Golden Nugget Lake Charles

Taylor Beard

Lake Charles / Southwest Louisiana Convention and Visitors Bureaus

Taryn Daigle

Louisiana Chapter of the American Academy of

Pediatrics

Allison Shepherd Hampton Inn & Suites

Keli Williams

Ourso Consulting

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All convention functions are held on the 2nd floor unless otherwise noted.

Sunday, September 23, 2018 Sunday meetings and events limited to Executive Members and Sponsors ONLY 10:00 a.m. - 12:30 p.m. LSAE Board of Directors Meeting (Post Oak 1)

Lunch sponsored by New Orleans & Company 11:00 a.m. - 1:00 p.m. Convention Registration & Welcome Refreshments

(Willowick Foyer) Lanyards Sponsored by IP Casino Registration Bags sponsored by Visit Baton Rouge Welcome Refreshments sponsored by Lake Charles / SWLA Convention and Visitors Bureau Charging Station sponsored by Northshore Harbor Center

1:00 p.m. - 3:00 p.m. Executive Track: Board Development & Engagement—Part 1 (Memorial 1) William A. Brown, Professor & Director, Nonprofit Management Program, Bush School of Government & Public Service, Texas A&M University

3:00 p.m. - 3:30 p.m. Refreshment Break (Memorial Foyer) Sponsored by Lafayette Convention & Visitors Commission

3:30 p.m. - 5:00 p.m. Executive Track: Board Development & Engagement—Part 2 (Memorial 1) William A. Brown, Professor & Director, Nonprofit Management Program, Bush School of Government & Public Service, Texas A&M University

5:30 p.m. - 6:30 p.m. Golden Nugget Welcome Reception (Loft Suite) Sponsored by Golden Nugget Lake Charles

7:00 p.m. - 9:30 p.m. Executive and Sponsor Dinner (Blue Dog Café, 609 Ryan St.) Please meet at the motor coach pickup area outside the parking garage at 6:45 p.m. to board the charter buses—please remember your name badge! Partially sponsored by Lake Charles / SWLA Convention and Visitors Bureau

Monday, September 24, 2018 8:00 a.m. Registration Opens (Willowick Foyer) 8:00 a.m. - 9:00 a.m. New Member Engagement & Orientation (Post Oak 1) 8:00 a.m. - 9:15 a.m. Continental Breakfast Buffet (Willowick) Sponsored by Visit Jefferson Parish 9:30 a.m. - 9:45 a.m. Welcome to Lake Charles! (Grand Ballroom II & III) Kyle Edmiston, COO, Lake Charles / SWLA Convention and Visitors Bureau

9:45 a.m. - 10:45 a.m. General Session: BETTER TOGETHER—How to Have Tough Talks with a Positive Outcome (Grand Ballroom II & III) Erin Marcus, President, Conquer the Conversation Sponsored by Hilton Sandestin

10:45 a.m. - 11:15 a.m. Bloody Mary & Mimosa Break (Willowick Foyer) Sponsored by Caesars Entertainment

11:15 a.m. - 12:15 p.m. General Session: This Time is Different…(Grand Ballroom II & III) Chris Donaldson, CEO, Donaldson Educational Services 12:15 p.m. - 1:30 p.m. Annual Business Meeting and Awards Luncheon with 2019 Board of Directors Installation (Willowick) Sponsored by Marriott International Centerpieces of school and art supplies to be donated to local schools!

1:30 p.m. - 2:30 p.m. Concurrent Breakout Sessions Executive Track: 6 Steps to Conquering the Conversation (Post Oak III) Erin Marcus, President, Conquer the Conversation Associate Track: Enhanced Communications (Post Oak I & II) Edwin Adams, President, The Adams Leadership Institute 2:30 p.m. - 3:00 p.m. Refreshment Break (Willowick Foyer) Sponsored by Monroe—West Monroe Convention & Visitors Bureau

Meeting Agenda (Subject to change)

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3:00 p.m. - 4:00 p.m. Concurrent Breakout Sessions Executive Track: Technology Trends and the Effects on Associations (Post Oak III) Reginald Henry, CAE, ASAE Associate Track: Peer Power Hour (Post Oak I & II) Facilitated Idea Sharing 4:00 p.m. - 5:00 p.m. Networking Activity: “Our Communities are Better Together” (Grand Ballroom II & III) Teams will compete to build landmarks out of food items to be donated to the local food bank! 6:30 p.m. - 9:00 p.m. Progressive Dinner Please meet at the motor coach pickup area outside the parking garage at 6:15 p.m. to board the charter buses—please remember your name badge!

Transportation sponsored by Lake Charles / Southwest Louisiana Convention and Visitors Bureau Appetizers: Courtyard by Marriott Entrée: L’Auberge Casino Resort Lake Charles Closing Party: Golden Nugget Lake Charles—Blue Martini Closing Entertainment sponsored by Paragon Casino Resort Bar sponsored by Golden Nugget Biloxi Puzzle Prizes! Puzzles sponsored by The Lodge at Gulf State Park Puzzle Prizes sponsored by Paragon Casino, Crowne Plaza Baton Rouge, Hilton Capitol Center, Hilton Pensacola, Renaissance Baton Rouge, and Wyndham Garden Lafayette

Tuesday, September 25, 2018 9:00 a.m. - 10:00 a.m. Deluxe Breakfast Buffet (Willowick), Sponsored by Natchitoches Events Center Closing Session with Door Prizes and Awards—MUST BE PRESENT TO WIN! Grand Prize Giveaway sponsored by Paragon Casino Resort Flash Drives with planner profiles sponsored by Shreveport Bossier Convention and Tourist Bureau

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Put together your entire puzzle and enter to win prizes!

You will receive puzzle pieces when you check in for the conference. Collect puzzle pieces throughout the convention and bring them all to the closing party Monday night at the Blue Martini. If you have a complete puzzle, you will be entered in a special drawing for spectacular prizes!

How to get more pieces:

EXECUTIVES - Come to sessions and events to receive a piece and visit with associate members who have a pieces to share!

ASSOCIATES - Come to sessions and events to receive extra pieces!

AND Executives and Associates have different puzzles—so no CHEATING!

Thank you to our Puzzle Sponsors!

Executive Puzzles sponsored by The Lodge at Gulf State Park Puzzle Prizes sponsored by Paragon Casino, Crowne Plaza Baton Rouge, Hilton Capitol Center,

Renaissance Baton Rouge, and Wyndham Garden Lafayette

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Sunday Session Board Development & Engagement Presented by William Brown, Texas A&M University Sunday, September 23, 2018, 1:00 - 5:00 p.m. Target Audience: Executives Session Type: General CAE Domain: Domain 5 - Governance and Structure CMP Domain: Domain E - Human Resources

In this two part session, review key practices and current research to build a stronger more effective board. The session presents recruitment, selection, and engagement strategies that help associations identify capable and committed board members. There will be open discussion of practices and challenges.

Monday Sessions Better Together - How to Have the Tough Talks with a Positive Outcome Presented by Erin Marcus, Conquer the Conversation Monday, September 24, 2018, 9:45 - 10:45 a.m. Target Audience: Executives & Associates

Session Type: General Session CAE Domain: Domain 2 - Leadership CMP Domain: Domain J - Professionalism

Businesses waste money and suffer unnecessary difficulties because of people’s inability to have difficult conversations. Not anymore! Erin teaches how to have the conversations that need to happen so you don’t lose money, lose focus, and suffer the consequences of inaction. She provides the motivation to try to do things differently; to realize that it doesn’t have to be so hard and make sure you understand what you stand to lose by not communicating better.

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This Time is Different… Presented by Chris Donaldson, Donaldson Educational Services Monday, September 24, 2018, 11:15 a.m. - 12:15 p.m. Target Audience: Executives & Associates Session Type: General Session CAE Domain: Domain 1 - Organizational Management CMP Domain: Domain B - Project Management

In a typical day for busy executives and those in leadership, the pressure and demands for your time can sometimes seem impossible to manage. From membership to leadership, regulators and fellow staff members, and don’t forget our family and friends...who doesn’t want a little of our time to schedule another “meeting?!” You likely want to do it all and achieve great things, but it feels like there just isn’t enough time. This session will challenge the way you look at the clock and realize that this time is different.

6 Steps to Conquering the Conversation Presented by Erin Marcus, Conquer the Conversation Monday, September 24, 2018, 1:30 - 2:30 p.m. Target Audience: Executives Session Type: Breakout CAE Domain: Domain 2 - Leadership CMP Domain: Domain J - Professionalism

Looking to take an even deeper dive? This session will help you improve sales, customer service and employee relations in one fell swoop and walk away with the tactical tools that help you "conquer the conversation." Erin will help you identify your automatic communication tendencies and the awareness of how this affects your interactions with others. Come learn what you need to do to relate to almost anyone and how to turn confrontation into conversation and ultimately improve your relationships.

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Monday Sessions continued Enhanced Communications Presented by Edwin Adams, PharmD, The Adams Leadership Institute Monday, September 24, 2018, 1:30 - 2:30 p.m. Target Audience: Associates Session Type: Breakout CAE Domain: Domain 2: Leadership CMP Domain: Domain E: Human Resources

Leadership is influence. The way we choose to use our communication skills will have a significant impact on our influence - for the better or worse. If you want to learn how to connect and thereby become more effective in everything you do, there’s good news…enhanced communication can be learned! In this session, we will review key concepts and strategies that will elevate your connect-ability and elevate your lid of leadership capacity. Because as we all know, everything rises and falls on leadership.

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Presented by Reginald Henry, ASAE Monday, September 24, 2018, 3:00 - 4:00 p.m. Target Audience: Executives Session Type: Breakout CAE Domain: Domain 4: Knowledge Management & Research CMP Domain: Domain G: Meeting or Event Design

With the amount of disruption in (and caused by) technology today, it is important for associations to focus on what's really important. Creating member value! Strategically, what are the technologies and technology trends associations should be focused on? What do these trends mean from a member and staff expectations perspective? Reggie Henry will discuss (and in some cases, demonstrate) some of these technologies and related topics facing organizations today. The session will include peer to peer sharing!

Industry Peer Power Hour Peer Facilitated Monday, September 24, 2018, 3:00 - 4:00 p.m. Target Audience: Associates

Session Type: Breakout CAE Domain: Domain 8: Programs, Products, and Services CMP Domain: Domain A: Strategic Planning

Whether you are selling a hotel or a service, the industry is changing, presenting both challenges and opportunities. This session will allow peer to peer idea sharing to meet those changes to make you work with your clients to be Better Together.

OUR COMMUNITIES ARE BETTER TOGETHER!

Join our Networking Hour on Monday from 4:00 - 5:00 p.m. to build landmarks out of

FOOD ITEMS that we will then donate to the Lake Charles food banks!

(And yes - this will be a friendly competition, so put on your creative hats!)

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Edwin Adams, PharmD The Adams Institute

Edwin Adams is a change agent, helping people to develop a growth mindset and to disrupt their comfort zones. He has received world-class training as a leadership and personal development expert with the John Maxwell Team. He is a published

author in 2018, having penned a personal development book titled, Misguided in the Magnolia, A Journey to Self-Awareness.

Dr. Adams is currently a pharmacist with AstraZeneca Pharmaceutical’s commercial EFGR Lung Cancer team. He has served as Senior Auditor of the Louisiana Medicaid Pharmacy Program at the Louisiana Department of Health and Hospitals and as a Pharmacist Compliance Officer with the Louisiana Board of Pharmacy. He also boasts over 14 years of service as a tenured faculty member at the College of Pharmacy of The University of Louisiana at Monroe. He earned a BS degree in Pharmacy from Northeast Louisiana University in 1993, and a PharmD degree from The University of Arkansas for the Medical Sciences in 1997. Dr. Adams completed a pharmacy practice residency at The Pennsylvania State University, Milton S. Hershey Medical Center in Hershey, Pennsylvania. He also served for five years as a Lead Doping Control Officer with the United States Anti-Doping Agency. It was in this role that he represented the United States at the 2010 Winter Olympics in Vancouver, Canada. He has also served on global anti-doping campaigns with Clearidium International out of Copenhagen, Denmark, as well as The Cycling Anti-Doping Federation in Switzerland.

William Brown Texas A&M University

William A. Brown is a professor at the Bush School of Government and Public Service at Texas A&M University and holds the Mary Julia and George Jordan Professorship. He serves as Director of the Center for Nonprofits and Philanthropy. He teaches Nonprofit Management,

Social Innovation and Entrepreneurship, Human Resource Management, and Capstone courses.

Brown received a Bachelor of Science degree in education from Northeastern University with a concentration in human services. He earned his master's and doctorate in organizational psychology from Claremont Graduate University. He has worked with numerous organizations in the direct provision of services, consulting, and board governance.

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Brown served on the board of the Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA) from 2007-2012 and chaired the Education Committee from 2009-2011. His research focuses on nonprofit governance, strategy, and organizational effectiveness. He has authored numerous research articles, technical reports, and several practice-oriented publications. Examples of his work include exploring the association between board and organizational performance and developing the concept of mission attachment. Publication outlets include Nonprofit and Voluntary Sector Quarterly, Nonprofit Management & Leadership, International Journal of Volunteer Administration, and Public Performance and Management Review.

Brown has completed an edited volume entitled Nonprofit Governance: Innovative Perspectives and Approaches (Routledge, July 2013) with Chris Cornforth. A textbook entitled Strategic Management in Nonprofit Organizations was published in March 2014 (Jones & Bartlett).

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Chris Donaldson Donaldson Educational Services

Chris Donaldson is a real estate broker, popular keynote speaker, teacher, business coach, entrepreneur, and a leadership

expert. A businessman with a teacher’s heart, everything Donaldson touches begins and ends with the goal of helping you achieve what you want.

Jumping into the world of real estate while still just a college student, he quickly transitioned his love of teaching to become one of the youngest certified real estate instructors ever in his home state of Louisiana. Now the CEO of Donaldson Educational Services, Founder/CEO of Donaldson Training Solutions and active real estate broker his daily mission is to make YOUR life and career better.

Passion and enthusiasm to help others is evident in everything Donaldson touches. Whether that simply means helping you obtain that new license you desire, making sure you understand your license requirements, compliance and continuing education, or doing his part to help you excel with “next level” training to help you succeed – it is all under the umbrella of the businesses and efforts Donaldson works on each day. The goal is simple, that someone benefits from any one the programs, courses, books, free content, or anything else that is created by him and his amazing team.

Donaldson currently lives in New Orleans Louisiana with his beloved “watch dog” Putter. While not working on his businesses, he enjoys golf, fitness, and not burning down the kitchen trying to cook. Giving back to the community through various charitable foundations is always at the top of mind, especially those which can directly affect the lives and futures of those the organizations serve.

Reginald Henry, CAE ASAE: The Center for Association Leadership

Reginald Henry, CAE, implements "exemplary" systems at ASAE that can serve as a model to the rest of the association community and to "ratchet-up" the use and

understanding of technology among ASAE members.

Henry has been working with and/or for non-profit organizations since 1985. He speaks regularly on technology and strategy issues. In 2009 he was invited by the Secretary of Smithsonian to participate in Smithsonian 2.0, a Gathering to Re-Imagine the Smithsonian in the Digital Age. Henry was recently named one of the top 40

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CIOs in DC-MD-VA area. He holds a B.S. in Economics and Computer Science from Georgetown University. He serves on the Curriculum Committee and faculty of the Institute for Organization Management (U.S. Chamber of Commerce) and the Technology Management Advisory Council for Georgetown University’s Technology Management degree program, and was recently Appointed to the Board of Directors of Educause, a nonprofit association and the foremost community of IT leaders and professionals committed to advancing higher education.

Erin Marcus Conquer the Conversation

Erin Marcus has a B.S. in journalism and a MBA with focus on leadership. She is the former SVP of business development for a national company. Marcus is also a small business owner. Unlike most speakers who teach on a particular topic, Marcus finds that connecting - not just communication -

is a way of life. No matter how difficult the topic or how bad the news, the goal is to never end with animosity or hostility. Marcus' approach has always been to be respectful; to be caring. The goal is always to help, not hurt. To build up, not tear down. And, as she will tell you, her thoughts have always been, "Who am I helping if I DON'T have these conversations? Nobody."

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BETTER TOGETHER President

Keli Williams Ourso Consulting

President-Elect Bland O’Connor, CPA, CAE Postlethwaite & Netterville P&N Association Management

Secretary/Treasurer Kathleen O’Regan Louisiana Automotive Dealers Association

Immediate Past President Polly Prince Johnson Louisiana Association of Broadcasters

Directors Carolyn Barrett, CGMP, CHSC Visit Kenner

Taryn Daigle Louisiana Chapter of the American Academy of Pediatrics

Amy Fennell Louisiana REALTORS®

Kevin Guidry L’Auberge Casino Resort

Lisa Williams, CAE Society of Louisiana CPAs

Anna Zebeau Associated Builders & Contractors, Inc. - Pelican Chapter

Management Team Julie Fuselier, CAE, Executive Director Crystal Carter Kayla Mims Kaitie Rivera Nicole Turner

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CAE Designation LSAE is a CAE Approved Provider. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies.

What is the CAE?

The Certified Association Executive (CAE) designation is designed to elevate professional standards, enhance individual performance, and identify association professionals who demonstrate the knowledge essential to the practice of association management. Founded in 1960, the CAE Program stands as a mark of excellence and has evolved to reflect what it takes to manage an association in today's challenging climate. The CAE Program was accredited by the National Commission for Certifying Agencies in 2010.

70% of CAE test takers report enhancing knowledge, improving advancement opportunities, and elevating their status in their current position as their motivation.

The CAE Program is geared towards association management practitioners, who have a vested interest in advancing their profession and the industry.

Earning the CAE credential is the hallmark of a committed association professional. It helps drive professional self-confidence, opens doors, creates connections, and offers widespread value and recognition for certificants.

(Information duplicated from ASAE.)

CMP Designation LSAE promotes and supports the Certified Meeting Professional (CMP) designation. Most programs that we offer qualify for CMP credit and will be noted on the individual sessions.

What is the CMP?

The Convention Industry Council (CIC) launched the Certified Meeting Professional (CMP) program in 1985 to

• enhance the knowledge and performance of meeting professionals,

• promote the status and credibility of the meeting profession, and

• advance uniform standards of practice.

The CMP credential is recognized globally as the badge of excellence in the meeting, convention, exhibition, and event industry. The qualifications for certification are based on professional experience, education, and a rigorous exam.

The CMP exam was developed and is maintained by meeting professionals from all over the world who volunteer their time to ensure that the program reflects the best practices in the meeting management field.More than 10,000 meeting professionals in 46 countries around the globe hold the CMP designation. This unique community represents every sector of the industry—from corporations and associations to government and institutional organizations.

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LSAE is coming to New Orleans for the

2019 Annual Convention!

Details coming soon!

2019 Annual Meeting

and Exposition

August 10-13, 2019

Columbus, OH

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BILOXI