Case Study: Goliath Meets His Match


Digital Document Retention, or “Do we really need to keep all this stuff?”

            “In Residential Funding Corp. v. DeGeorge Fin. Corp. 306 F. 3d 99 the 2nd U.S. Circuit Court sounded a grim warning for companies lacking a sound electronic document retention policy: if you wind up in court and can’t produce the goods, you may be liable!” 1

Somebody Needs to Plan Us a Meeting!

            Your association wants, no, needs to get an annual conference or regional meeting organized.  Where do you even start to start?  You have to find a venue, arrange catering, make sure meeting or workshop spaces are set up and properly equipped and don’t forget getting members registered, invoiced and directed. Wait! Programs, we need programs!  This is becoming a major headache already – you need help.

Finding Sponsors For New Programs

            To grow your association, you need programs to attract members; without members, how do you pay for programs?  Catch-22? No. There are other options, like getting sponsors to underwrite new programs.  Even in a difficult economic climate, there are corporations and for-profit companies that still have money to spend, and that they are willing to, if your association’s goals are similar to or compatible with their own. 

Meaningful Meeting Minutes

            Meeting minutes are essential – an association must be able to document what, when and how decisions were made.  Minutes are a permanent record, to be kept for as long as the organization exists, and report on all actions made by, or decided against by, the board.  Always remember when taking minutes that they may be subpoenaed in any court case and used as evidence, so only pertinent information should be included.  Nothing embarrassing should ever be included, nor should every conversation or discussio

Planning Program Content

            To host successful meetings, you have to present attractive content.  If potential attendees look over the list of speakers and topics and say only, “Been there, heard that,” they will not plop down their hard-earned sheckels to attend.  By contrast, having engaging speakers and intriguing content catches the eye of not only members originally intending to come, but brings in others that might not have been planning to attend.

Presidential Tips and Hints

 Congratulations!  You’ve just been handed the gavel as the brand new president of your association.  You’re excited, quivering with ideas and enthusiasm, and, if the truth be told, scared half to death.  This quick-reference list of hints and tips should help.


Holding a Turbo-Charged Board Meeting

            Today’s volunteer leaders serve in an environment in which a trio of association challenges – membership, meetings, and money – compel lively, and often lengthy, boardroom discussions.  Therefore, you must find fresh ways to compress time while making your board meetings more meaningful, productive, and satisfying.  This is especially necessary because committed volunteers are invaluable, but not inexhaustible.  Try some of these suggestions:


Conducting a Successful Membership Campaign

            To have an association, you must have members, and to have members, you must recruit members.  Sure, that group of five or six people who thought up the idea of organizing into an association to begin with are a good start, but to really accomplish anything, growth is essential.  A few people will hear about your association and decide on their own to give it a try, but you have to both keep them and bring in more in an active manner.  A well-constructed membership drive is the key to bringing in the members a