Facilitation of the board retreat for the Associated General Contractors which included the integration of a value proposition workshop. The board members emerged from the retreat with an updated strategic plan and an updated value proposition to use with prospects and members - AGC is committed to building your business and image through education, collective advocacy and relationships.

Facilitation of the Texas Society of Association Executives membership committee strategy meeting. Utilizing Cima’s strategic and tactical membership development model, the committee designed and added more science to the art of membership development . The model helped the committee develop a prospect filter to help prioritize prospects and levels of membership development activities to better allocate time, talent and resources. Now the committee is in “lock-step” and can better answer three fundamental questions – What are we doing? How are we doing it exactly? Why are we doing it this way? This helps increase predictability and lower the labor intensity of membership development.

Facilitation and delivery of two, three-hour professional development workshops for the Texas Society of Certified Public Accountants management team retreat, where the team chose the content and participated. The workshops equipped them with the ability to increase their effectiveness with people and sell their ideas with lasting results.