Finance and HR Symposium

When:  Feb 26, 2020 from 9:00 AM to 4:00 PM (CT)
Credit Hours: 4.75 CAE
Fee: $249 (member); $339 (non-member)
Time: 9:00 a.m. - 4:00 p.m. followed by a networking reception.

9:00 – 9:30 a.m.
Networking and Breakfast

9:30 – 10:00 a.m.
Welcome & Introductions
Program Facilitator: Carol Pape, Chief Operating Officer, Association of Professional Chaplains

Part 1: Human Resources

10:00 – 10:30 a.m.
Organizational Agility: Preparing for the Workforce of Tomorrow
In this session we’ll look at the changing association landscape as we are upon the fourth industrial revolution. As processes turn more automated and AI becomes mainstream, are you using the right systems so your association can keep up? Let’s discuss what this will mean for your hiring practices as the skillsets you need for an agile team will continue to change.

Speaker: Mary Lynn Fayoumi, President & CEO, HR Source

10:30 – 11:00 a.m.
Association Compensation Management
As our organizational needs evolve, we must also consider innovative ways of recruiting and retaining the right talent. This means examining your compensation strategy including administrative policies and procedures regarding promotion opportunities as well as incentive or bonus systems. These are keys to keeping your key employees engaged in the organization which will set your organization up for success.

Speaker: David Westman, CEO, Westman & Associates Consulting, LLC

11:00 – 11:15 a.m.
HR Discussion: Peer to peer discussion and group report out of tactics participants have implemented or considered.

11:15 – 11:30 a.m.

11:30 – 12:00 p.m.
Employment Laws, the Changing Regulatory Landscape and Future Trends
The new year brings about several new laws you need to know about. Develop a plan for workplace sexual harassment training and learn what implications the legalization of marijuana will have on your hiring practices. Analyze future trends to you can prepare you organization for what’s new and what’s next.

Speaker: Kimberly Pendo, Partner, Chicago Law Partners, LLC

12:00 – 12:15 p.m.
Employment Laws Discussion: Peer to peer discussion and group report out regarding what participants have started to implement as a result of new regulations and any concerns they have.

12:15 – 1:00 p.m.
Interactive Networking Lunch [Ask the Experts]

Part 2: Finance

1:00 – 1:45 p.m.
Economic & Market Overview
To kick off the finance portion of the program, we’ll take a look the economic outlook and discuss how associations can plan for an ever-changing fiscal landscape. With that, we must also consider the market outlook and near-term market expectations and investment strategies to recession proof your investment portfolio.

Speaker: Derek Sasveld, CFA, BMO Director of Investment Solutions

1:45 – 2:00
Economic & Market Overview: Peer to peer discussion and group report out regarding potential concerns or questions sparked by the macro look at the economy and market.

2:00 – 2:45 p.m.
Preparing Your Association for an Uncertain Financial Environment
With the possibility of a recession looming on the horizon, what could that mean for your association? Learn how to identify key warning signs and steps your organization should be taking to protect, strengthen and even grow during whatever financial environment may lie ahead.

Speaker: Rob Olcott, Managing Director, DiMeo Schneider & Associates

2:45 – 3:00 p.m.
Uncertain Financial Outlook: Peer to peer discussion and group report out regarding what they plan to do or already doing to ensure organizational stability as we enter the next decade.

3:00 – 3:15 p.m.

3:15 – 3:45 p.m.
Knowledge Share: Association Finance Professionals Panel
Our panel of experts will share case studies, successes, failures and lessons learned along the way.

3:45 – 4:00 p.m.
Key HR and Finance Takeaways
To cap off the day we’ll synthesize both portions of the program, review the most impactful take-aways and discuss next steps to take back at the office.
bkd-logo.png BMO_12.26.12.jpg DiMeo-logo.jpg

Note: This program is not endorsed, accredited, or affiliated with ASAE or the CAE program.  Applicants may use any program that meets eligibility requirements in the specific timeframe towards the exam application or renewal. There are no specific individual courses required as part of the applications – selection of eligible education is up to the applicant based on his/her needs.



10 S Riverside Plz Ste 800
Chicago, IL 60606-3709