1. Rebuilding the Volunteer Spirit:
Tales from 5 Associations
August 6, 2013
10:45 AM – 12 PM
Hashtag: LH97

2. Join the conversation
http://macpa.cnf.io
Respond to a Poll
Ask a Question

3. Re-inventing Volunteerism
• Tom Hood – CEO, Maryland Assn. of CPAs
• Org Type: Trade
• Members: 9,000
• Staff: 31 FTE
• www.macpa.org

4. Re-inventing Volunteerism
• The challenge - are you Inside–Out Need to
be innovative, future-focused? But how?
• Start with Why & MBSN
• Be the catalyst, not the hub: Outside–In
• Cool Tools

5. How many more projects can we add?

6. Ever feel like this?

7. Are your resources trapped here?
• Committees
• Board
• Chapters
• Staff

8. Think
Association (MACPA)
Vision & Strategy
CPA Profession Vision

10. Results? More strategic projects

11. Cool Tools
MBSN - Management by Sticky Notes
i2a: Insights to Action Strategic Thinking
Grassroots engagement (Townhalls,
conferences.io, etc)
Vision Alignment Grid
Opportunity Portfolio

12. Holistic Approach
• Marc Beebe, CAE – Director, IEEE
Strategic Research
• Org Type: IMO
• Members: 400,000 worldwide
• Staff: 1,100
• www.ieee.org

13. Holistic Approach
• IEEE is very decentralized
• No common agreement on who is a volunteer or #
• Concerns:
• volunteer pipeline
• getting people actively involved sooner
• Investigation:
• comprehensive research program
• staff & volunteer focus groups
• Surveyed current, former & non-volunteers
• Breaking down silos

14. Loyalty Programs
• Liz Messner, CAE, IOM – Senior Manager
Membership, Society of Petroleum Engineers
• Org Type: IMO
• Members: 110,500
• Staff: 375, 7 Offices
• www.spe.org

15. Loyalty Programs
• Andy Steggles – President
& Chief Social Strategist,
Higher Logic
• www.higherlogic.com

16. •100 year old
corporate practice
translates well to
volunteerism
Motivate
Engage
Appreciate
Loyalty Programs

17. MentorMatch
• Laura Brook – Director, Community
Development, Financial Planning Association
• Org Type: IMO
• Members: xxx
• Staff: xxx
• www.fpanet.org

18. MentorMatch
• 6-month program
• Coach involvement
• 3 FPA-led calls:
1. Kick-off – mentors and mentees
2. 2-month check-in – mentors separate from mentees
3. Wrap-up: celebrating successes – mentors and
mentees
• Engages tough audiences – members young
and mature.

19. The ROI of Volunteers
• Tobi Johnson – Aging
Network’s Volunteer
Collaborative, National
Association of Area
Agencies on Aging

20. The ROI of Volunteers
• Two simple ways …
• One more detailed way …

21. Contact us
• Marc Beebe, CAE, IEEE, marc.beebe@ieee.org
• Laura Brook, Financial Planning Association,
laurag@fpanet.org
• Peggy Hoffman, CAE, Mariner Management,
phoffman@marinermanagement.com
• Tom Hood, Maryland Association of CPAs, tom@macpa.org
• Tobi Johnson, Tobi Johnson & Associates,
tobi@tobijohnson.com
• Liz Messner, CAE, Society of Petroleum Engineers,
lmessner@spe.org
• Andy Steggles, Higher Logic, LLC, andy@higherlogic.com