PersoniTour 2022

White Plains, NY • Arlington, VA • Sacramento, CA

PersoniTour 2022

We are hitting the road this November to reconnect with you – our clients, friends and PersoniFans.

PersoniTour 2022 is delighted to bring educational programming, industry and peer networking, tailored product trainings and more to three U.S. cities. Our full day of groovy insights, learning and PersoniFUN, is provided to registrants at absolutely no cost – that’s the BEST part! Find a city near you or a city you’ve always wished to visit, register to save your spot; and we’ll meet you there!

Tour Cities

White Plains, New York – Registration Closed


Sonesta White Plains Downtown, 66 Hale Ave, White Plains, NY 10601
Wednesday, November 2, 9:00 a.m. to 6:00 p.m. ET

Arlington, Virginia – Registration Closed


Convene, 1201 Wilson Blvd 30th floor, Arlington, VA 22209
Thursday, November 10, 9:00 a.m. to 6:00 p.m. ET

Sacramento, California – Registration Closed


The Citizen Hotel, 926 J Street, Sacramento, CA 95814
Tuesday, November 15, 9:00 a.m. to 6:00 p.m. PT

⚠️Important Parking Info

Sessions

9:00 am - 10:00 am

Registration & Check-In
10:00 am - 11:45 am

Tailored Product Training (MC Professional, MC Trade and A2Z Events)

MC Professional Product Training located in Pleasantville on the Lower Level.

MC Trade Product Training located in Yorktown on the Lower Level.

A2Z Events Product Training located in Sprainbrook on the Lower Level.
11:00 am - 12:00 pm

Registration & Check-In (for those not attending product training)

Registration is located outside of Plaza Ballroom A on the Main Lobby Level.
12:00 pm - 1:15 pm
Elizabeth Spivak
Erin Sullivan
Jeremy Johannesen, CAE

Lunch & Keynote (CAE) - Plaza Ballroom A

Located in Plaza Ballroom A.

Creating an Experience for Every Persona: a panel discussion featuring association and events leaders

These days, people seem to prefer a “choose your own adventure” rather than a well-worn path when it comes to membership and events. We’ll always have supporters who go all in and want to take advantage of all the member benefits and conference and exhibition activities you have to offer.   

But we’re also seeing emerging personas that prefer flexible experiences that allow them to support an organization or event on their terms and enable them to participate in a way that suits their lifestyles and gives them the value they need.   

Join us for this special keynote session where a panel of association and event leaders share the ways they plan to create an experience for every persona, and how you can, too.
1:15 pm - 1:30 pm

Break
1:30 pm - 2:30 pm
Meg Moulden

Executive Track - Stopping the Cringe – A Sales and Marketing Conversation (CAE)

Located in Yorktown on the Lower Level.

Sales. ROI. Profit. KPIs. What is it about these finance-related words that make us cringe, make us feel dirty? The truth is, these words are the building blocks for a healthy organization, especially non-profit associations. 

In this session, you’ll hear from Meg Moulden, Account Executive at Personify, on why every staff member needs to buy in to the bottom line. 

We’ll help change you from a skeptic to ready to make a cold-call by defining cringe-inducing business buzz words, highlighting the countless parallels between non-profits and for-profit organizations, discussing the importance of financial transparency, using data and technology to set KPIs and exploring ideas you can easily implement to bring in more revenue. 

If you’re an executive looking to rally your staff on the way to exceeding goals, or simply interested in expanding your understanding of how your efforts contribute to profitability of your non-profit – then this crash course and conversation is for you! 

In this session, we’ll dive into:  

  • Debunk the myth that performance metrics and business acumen don’t belong in the association and non-profit industries 
  • Build understanding and confidence in speaking about non-profit sales, marketing and finance
  • How to implement KPIs related to revenue to help guide your priorities and data-driven decision-making 
1:30 pm - 2:30 pm
Rich Vallaster

Events Track - What do Exhibitors really want? (CAE)

Located in Sprainbrook on the Lower Level.

What do Exhibitors really want? 

You provide the platform; you provide the audience, and you provide the ROI. What more could exhibitors ask for? 

Learn the top 10 ways to provide additional value to exhibitors (outside of the booth), with topics covering: 

  • What do exhibitors really want during the buying process? 
  • What do exhibitors really want in the days leading up to the event? 
  • What do exhibitors really want after the dust settles on the event? 

And much more…  
1:30 pm - 2:30 pm
Laura Alin

Marketing/Membership Track - Work Smarter, Not Harder with a Smaller Staff (CAE)

Located in Pleasantville on the Lower Level.

Many associations and nonprofits have big plans to grow their mission, their membership and even their revenue to help ensure that they’re meeting (and exceeding!) the needs of their communities.

But organizations know, especially after the last two years, these big goals don’t necessarily change due to small staff sizes.

Member-based organizations often accomplish a lot with lean teams, so we have gathered some of the top best practices, strategies and tools that we believe can help small teams work smarter, not harder with:

  • The right people to hire (or recruit as volunteers) that will best serve your organization
  • The efficient and agile processes that will help your small team collaborate better and faster
  • The technology that will help, not hinder, your team as they wear many hats and share responsibilities
2:30 pm - 2:45 pm

Break
2:45 pm - 3:00 pm

The Community Experience Platform: Solution Showcases Products include: CommUnity, A2Z Events or MC Professional

The CommUnity showcase is located in Pleasantville on the Lower Level.

The A2Z Events showcase is located in Sprainbrook on the Lower Level.

The MC Professional showcase is located in Yorktown on the Lower Level.
3:00 pm - 4:00 pm

Executive Track - Amplifying your AMS: Creating a Member-Centric Organization Using Your AMS and Other Tools (CAE)

Located in Yorktown on the Lower Level.

Between member data, reporting dashboards, and other add-on tools like website builders your Association Management Software (AMS) should be the hub of your organization’s activity.  

But, oftentimes, life gets in the way, and things like slow implementation, staff turnover, and dirty data can mean that valuable opportunities to get to know and truly serve your members and supporters go untapped.  

In this session, we’ll talk about the people, processes and technology needed to amplify your AMS so you can create a member-centric organization that makes engaging members easier and more effective for your team. We’ll talk through:  

  • Assessing your current AMS’s challenges and triumphs 
  • Understanding your member data 
  • Planning member-centric outreach using data 
  • Considering new member tools 
3:00 pm - 4:00 pm
Rich Vallaster

Events Track - 2023 Event Trends & Industry Predictions (CAE)

Located in Sprainbrook on the Lower Level.

Live events, trade shows and conferences saw an uneven return in 2022. While many roared back to pre-pandemic levels, others have struggled to match their 2019 events. The good news is the worst is behind us. With associations and organizations so heavily reliant on the revenues from their events (some as much as 80%), this a must-attend session for event professionals.  

In this fast-paced discussion, join our events experts as we’ll separate the fads from trends that will most impact all your events in 2023. Here’s a sneak peek of some of the predictions and trends that we’ll cover: 

  • Thick Data versus Big Data in Events 
  • Netflix and the Couch  
  • Is Early Bird a Dead Bird?  
  • Metaverse or IRL 
  • ESG and DEI – What’s next for events 
  • And much, much more.  
3:00 pm - 4:00 pm
Erin Sullivan

Marketing/Membership Track - No Community Manager? No Problem. (CAE)

Located in Pleasantville on the Lower Level.

What do you do when your budget to build an online community is tight (or non-existent) and your staff is already stretched thin? 

Join Erin Sullivan, Vice President of Marketing at Personify, as she talks us through approaching the board at the right time, building community features your members will truly use, and managing the community as a lean and impactful team.  

In this session, Erin will go over the best strategies and a case study that reveals how teams of shapes and sizes can build an online community without a Community Manager by: 

  • Researching and choosing the right technology and partners for its team  
  • Designating the right person (or people) on its team to champion its online community 
  • Selecting the right online community features to build for its unique membership 
  • Engaging different types of community members 
4:00 pm - 4:15 pm

Break
4:15 pm - 4:30 pm

The Community Experience Platform: Solution Showcases Products include: Classroom/ Job Board, GTR Events or MC Trade

The MC Trade showcase is located in Pleasantville on the Lower Level.

The GTR Events showcase is located in Sprainbrook on the Lower Level.

The Classroom/Job Board showcase is located in Yorktown on the Lower Level.
4:30 pm - 6:00 pm

Happy Hour
9:00 am - 10:00 am

Registration & Check-In

Registration and check-in will be located at Convene on the 30th floor of 1201 Wilson Blvd in Arlington, VA.
10:00 am - 11:45 am

Tailored Product Training (MC Professional, MC Trade and A2Z Events)

MC Professional Product Training will be located in The Roosevelt Boardroom.

MC Trade Product Training will be located in The Gateway Boardroom.

A2Z Events Product Training will be located in The Georgetown Boardroom.
11:00 am - 12:00 pm

Registration & Check-In (for those not attending product training)

Registration and check-in will be located at Convene on the 30th floor of 1201 Wilson Blvd in Arlington, VA.
12:00 pm - 1:15 pm
Wes Trochlil
Erin Sullivan
Erin Fuller, FASAE, CAE
kara
Kara Dao

Lunch & Keynote (CAE)

Lunch and keynote session will take place in The Arlington Forum.

Creating an Experience for Every Persona: a panel discussion featuring association and events leaders 

These days, people seem to prefer a “choose your own adventure” rather than a well-worn path when it comes to membership and events. We’ll always have supporters who go all in and want to take advantage of all the member benefits and conference and exhibition activities you have to offer.   

But we’re also seeing emerging personas that prefer flexible experiences that allow them to support an organization or event on their terms and enable them to participate in a way that suits their lifestyles and gives them the value they need.   

Join us for this special keynote session where a panel of association and event leaders share the ways they plan to create an experience for every persona, and how you can, too. 
1:15 pm - 1:30 pm

Break
1:30 pm - 2:30 pm
Meg Moulden

Executive Track - Stopping the Cringe – A Sales and Marketing Conversation (CAE)

Located in The Gateway Boardroom.

Sales. ROI. Profit. KPIs. What is it about these finance-related words that make us cringe, make us feel dirty? The truth is, these words are the building blocks for a healthy organization, especially non-profit associations. 

In this session, you’ll hear from Meg Moulden, Account Executive at Personify, on why every staff member needs to buy in to the bottom line. 

We’ll help change you from a skeptic to ready to make a cold-call by defining cringe-inducing business buzz words, highlighting the countless parallels between non-profits and for-profit organizations, discussing the importance of financial transparency, using data and technology to set KPIs and exploring ideas you can easily implement to bring in more revenue. 

If you’re an executive looking to rally your staff on the way to exceeding goals, or simply interested in expanding your understanding of how your efforts contribute to profitability of your non-profit – then this crash course and conversation is for you! 

In this session, we’ll dive into:  

  • Debunk the myth that performance metrics and business acumen don’t belong in the association and non-profit industries 
  • Build understanding and confidence in speaking about non-profit sales, marketing and finance 
  • How to implement KPIs related to revenue to help guide your priorities and data-driven decision-making 
1:30 pm - 2:30 pm
Chris Garner
Chris Garner

Events Track - What do Exhibitors really want? (CAE)

Located in The Georgetown Boardroom.

You provide the platform; you provide the audience, and you provide the ROI. What more could exhibitors ask for? 

Learn the top 10 ways to provide additional value to exhibitors (outside of the booth), with topics covering: 

  • What do exhibitors really want during the buying process? 
  • What do exhibitors really want in the days leading up to the event? 
  • What do exhibitors really want after the dust settles on the event? 

And much more…  
1:30 pm - 2:30 pm
Terry Monroe

Marketing/Membership Track - Work Smarter, Not Harder with a Smaller Staff (CAE)

Located in The Roosevelt Boardroom.

Many associations and nonprofits have big plans to grow their mission, their membership and even their revenue to help ensure that they’re meeting (and exceeding!) the needs of their communities.  

But organizations know, especially after the last two years, these big goals don’t necessarily change due to small staff sizes.  

Member-based organizations often accomplish a lot with lean teams, so we have gathered some of the top best practices, strategies and tools that we believe can help small teams work smarter, not harder with:  

  • The right people to hire (or recruit as volunteers) that will best serve your organization 
  • The efficient and agile processes that will help your small team collaborate better and faster 
  • The technology that will help, not hinder, your team as they wear many hats and share responsibilities 
2:30 pm - 2:45 pm

Break
2:45 pm - 3:00 pm

The Community Experience Platform: Solution Showcases Products include: CommUnity, A2Z Events or MC Professional

The CommUnity Solution Showcase will be located in The Gateway Boardroom.

The A2Z Events Solution Showcase will be located in The Georgetown Boardroom.

The MC Professional Solution Showcase will be located in The Roosevelt Boardroom.
3:00 pm - 4:00 pm
Rebecca Achurch

Executive Track - Amplifying your AMS: Creating a Member-Centric Organization Using Your AMS and Other Tools (CAE)

Located in The Gateway Boardroom.

Between member data, reporting dashboards, and other add-on tools like website builders your Association Management Software (AMS) should be the hub of your organization’s activity.  

But, oftentimes, life gets in the way, and things like slow implementation, staff turnover, and dirty data can mean that valuable opportunities to get to know and truly serve your members and supporters go untapped.  

In this session, we’ll talk about the people, processes and technology needed to amplify your AMS so you can create a member-centric organization that makes engaging members easier and more effective for your team. We’ll talk through:  

  • Assessing your current AMS’s challenges and triumphs
  • Understanding your member data 
  • Planning member-centric outreach using data 
  • Considering new member tools 
3:00 pm - 4:00 pm
Chris Garner
Chris Garner

Events Track - 2023 Event Trends & Industry Predictions (CAE)

Located in The Georgetown Boardroom.

Live events, trade shows and conferences saw an uneven return in 2022. While many roared back to pre-pandemic levels, others have struggled to match their 2019 events. The good news is the worst is behind us. With associations and organizations so heavily reliant on the revenues from their events (some as much as 80%), this a must-attend session for event professionals.  

 In this fast-paced discussion, join our events experts as we’ll separate the fads from trends that will most impact all your events in 2023. Here’s a sneak peek of some of the predictions and trends that we’ll cover: 

  • Thick Data versus Big Data in Events 
  • Netflix and the Couch  
  • Is Early Bird a Dead Bird?  
  • Metaverse or IRL 
  • ESG and DEI – What’s next for events
  • And much, much more.  
3:00 pm - 4:00 pm
Erin Sullivan

Marketing/Membership Track - No Community Manager? No Problem. (CAE)

Located in The Roosevelt Boardroom.

What do you do when your budget to build an online community is tight (or non-existent) and your staff is already stretched thin? 

Join Erin Sullivan, Vice President of Marketing at Personify, as she talks us through approaching the board at the right time, building community features your members will truly use, and managing the community as a lean and impactful team.  

In this session, Erin will go over the best strategies and a case study that reveals how teams of shapes and sizes can build an online community without a Community Manager by: 

  • Researching and choosing the right technology and partners for its team  
  • Designating the right person (or people) on its team to champion its online community 
  • Selecting the right online community features to build for its unique membership 
  • Engaging different types of community members 
4:00 pm - 4:15 pm

Break
4:15 pm - 4:30 pm

The Community Experience Platform: Solution Showcases Products include: Classroom/ Job Board, GTR Events or MC Trade

The Classroom/ Job Board Solution Showcase will be located in The Gateway Boardroom.

The MC Trade Solution Showcase will be located in The Georgetown Boardroom.

The GTR Events Solution Showcase will be located in The Roosevelt Boardroom.
4:30 pm - 6:00 pm

Happy Hour
9:00 am - 10:00 am

Registration & Check-In

Morning check-in will be located on the 2nd Floor of The Citizen Hotel.
10:00 am - 11:45 am

Tailored Product Training (MC Professional and MC Trade)

The MC Professional Product Training will be located in the Quorum Room on the 2nd Floor.

The MC Trade Product Training will be located in the Yea Room on the 2nd Floor.
11:00 am - 12:00 pm

Registration & Check-In (for those not attending product training)

Registration and check-in for lunch and the keynote session will take place at the Metropolitan Terrace on the 7th Floor.
12:00 pm - 1:15 pm
Megan Denhardt
Cathy Breeden
Cathy Breden
Tao Stadler
Kathie Griley

Lunch & Keynote (CAE)

Lunch and keynote session will take place at the Metropolitan Terrace on the 7th Floor.

Creating an Experience for Every Persona: a panel discussion featuring association and events leaders 

These days, people seem to prefer a “choose your own adventure” rather than a well-worn path when it comes to membership and events. We’ll always have supporters who go all in and want to take advantage of all the member benefits and conference and exhibition activities you have to offer.   

But we’re also seeing emerging personas that prefer flexible experiences that allow them to support an organization or event on their terms and enable them to participate in a way that suits their lifestyles and gives them the value they need.   

Join us for this special keynote session where a panel of association and event leaders share the ways they plan to create an experience for every persona, and how you can, too. 
1:15 pm - 1:30 pm

Break
1:30 pm - 2:30 pm
Rich Vallaster

Events Track - What do Exhibitors really want? (CAE)

Located in the Plaza Park Ballroom on the Main Floor.

You provide the platform; you provide the audience, and you provide the ROI. What more could exhibitors ask for? 

Learn the top 10 ways to provide additional value to exhibitors (outside of the booth), with topics covering: 

  • What do exhibitors really want during the buying process? 
  • What do exhibitors really want in the days leading up to the event? 
  • What do exhibitors really want after the dust settles on the event? 

And much more…  
1:30 pm - 2:30 pm
Kyle Simplot

Marketing/Membership Track - Work Smarter, Not Harder with a Smaller Staff (CAE)

Located in the Quorum Room on the 2nd Floor.

Many associations and nonprofits have big plans to grow their mission, their membership and even their revenue to help ensure that they’re meeting (and exceeding!) the needs of their communities.  

But organizations know, especially after the last two years, these big goals don’t necessarily change due to small staff sizes.  

Member-based organizations often accomplish a lot with lean teams, so we have gathered some of the top best practices, strategies and tools that we believe can help small teams work smarter, not harder with:  

  • The right people to hire (or recruit as volunteers) that will best serve your organization 
  • The efficient and agile processes that will help your small team collaborate better and faster 
  • The technology that will help, not hinder, your team as they wear many hats and share responsibilities 
2:30 pm - 2:45 pm

Break
2:45 pm - 3:00 pm

The Community Experience Platform: Solution Showcases Products include: CommUnity, A2Z Events or MC Professional

The CommUnity Solution Showcase will be located in the Yea Room on the 2nd Floor.

The A2Z Events Solution Showcase will be located in the Plaza Park Ballroom on the Main Floor.

The MC Professional Solution Showcase will be located in the Quorum Room on the 2nd Floor.
3:00 pm - 4:00 pm
Tao Stadler

Executive Track - Amplifying your AMS: Creating a Member-Centric Organization Using Your AMS and Other Tools (CAE)

Located in the Yea Room on the 2nd Floor.

Between member data, reporting dashboards, and other add-on tools like website builders your Association Management Software (AMS) should be the hub of your organization’s activity.  

But, oftentimes, life gets in the way, and things like slow implementation, staff turnover, and dirty data can mean that valuable opportunities to get to know and truly serve your members and supporters go untapped.  

In this session, we’ll talk about the people, processes and technology needed to amplify your AMS so you can create a member-centric organization that makes engaging members easier and more effective for your team. We’ll talk through:  

  • Assessing your current AMS’s challenges and triumphs 
  • Understanding your member data 
  • Planning member-centric outreach using data 
  • Considering new member tools 
3:00 pm - 4:00 pm
Rich Vallaster

Events Track - 2023 Event Trends & Industry Predictions (CAE)

Located in the Plaza Park Ballroom on the Main Floor.

Live events, trade shows and conferences saw an uneven return in 2022. While many roared back to pre-pandemic levels, others have struggled to match their 2019 events. The good news is the worst is behind us. With associations and organizations so heavily reliant on the revenues from their events (some as much as 80%), this a must-attend session for event professionals.  

 In this fast-paced discussion, join our events experts as we’ll separate the fads from trends that will most impact all your events in 2023. Here’s a sneak peek of some of the predictions and trends that we’ll cover: 

  •  Thick Data versus Big Data in Events 
  • Netflix and the Couch  
  • Is Early Bird a Dead Bird?  
  • Metaverse or IRL 
  • ESG and DEI – What’s next for events
  • And much, much more.  
3:00 pm - 4:00 pm
Jennifer Cote

Marketing/Membership Track - No Community Manager? No Problem. (CAE)

Located in the Quorum Room on the 2nd Floor.

What do you do when your budget to build an online community is tight (or non-existent) and your staff is already stretched thin? 

Join Jennifer Cote, Content Marketing Manager at Personify, as she talks us through approaching the board at the right time, building community features your members will truly use, and managing the community as a lean and impactful team.  

In this session, Jennifer will go over the best strategies and a case study that reveals how teams of shapes and sizes can build an online community without a Community Manager by: 

  • Researching and choosing the right technology and partners for its team  
  • Designating the right person (or people) on its team to champion its online community 
  • Selecting the right online community features to build for its unique membership 
  • Engaging different types of community members 
4:15 pm - 4:30 pm

Break
4:15 pm - 4:30 pm

The Community Experience Platform: Solution Showcases Products include: Classroom/ Job Board, GTR Events or MC Trade

The Classroom/ Job Board Solution Showcase will be located in the Yea Room on the 2nd Floor.

The MC Trade Solution Showcase will be located in Quorum Room on the 2nd Floor.

The GTR Events Solution Showcase will be located in the Plaza Park Ballroom on the Main Floor.
4:30 pm - 6:00 pm

Happy Hour