Association 4.0™

In this episode of Association 4.0, we dive deep into how associations can harness the power of AI to stay ahead of the curve while navigating the challenges that come with misinformation, ethical dilemmas, and rapidly evolving technology. Join Kelly Lakas, CEO and Founder of Onyx Point Systems, and Chris Hinrichs, PhD, CTO and Co-Founder of Onyx Point Systems, as they discuss their company’s miss...

In this episode, we sat down with Eric O’Connor, the Chief Innovation Officer at the American Association of Nurse Anesthesiology (AANA). Eric is a visionary leader whose transformative work in corporate ventures and technology modernization has reshaped the way AANA operates and engages with its members. Under his leadership, the association has seen impressive growth in membership, revenue, and...

In this episode, we sat down with AI Enthusiast and Chief Communications Officer, Liz Peuster, at the South Carolina Association of CPA’s, to talk about what the “secret sauce” is for associations looking to increase member value by utilizing AI to automate mundane tasks in the New Year. According to Liz, artificial intelligence is an incredible tool that staff can use to alleviate “boring tasks”...

Join us for Episode 101 where Kevin Martlage delivered a presentation on leveraging business culture during difficult times, drawing from his 24 years of experience. He shared personal experiences handling various crises, from natural disasters to corporate transitions. Martlage emphasized three key pillars: transparency, intentionality, and trust. He explained how these elements help organization...

In this special 100th episode of the Association 4.0 Podcast, join hosts Joanna Pineda of Matrix Group and Jason Wampler of the International Society of Automation (ISA) for a fascinating deep dive into the future of AI in associations. Jason shares how he and his team are implementing cutting-edge AI software to transform their organization, enhance member experiences, and deliver new, innovative...

In this episode, Sharon Rice, Managing Director of Business Strategy at .orgSource, delves into the powerful application of decision trees for navigating complex business choices. Through three illuminating examples, Sharon demonstrates how this tool can guide decisions with clarity and precision. First, Sharon explores the decision-making process behind whether to work, shop online, or stay in be...

Leveraging AI: Best Practices and Transformative Strategies for Associations – A Panel Discussion In today’s rapidly evolving digital landscape, artificial intelligence (AI) offers unprecedented opportunities for associations to enhance service delivery, member engagement, and operational efficiency. This panel discussion is designed to delve into the practical applications of AI within associatio...

Trust is more than a buzz word. It’s the lifeline of an organization or team. Trust is essential for fostering a positive culture in associations, according to Kevin Martlage, Senior Consultant at .orgSource and expert in interpersonal dynamics and organizational culture. As a certified Myers Briggs practitioner, Kevin also highlighted the need to reimagine culture to create a supportive environme...

Artificial intelligence is certainly top of mind for association leaders and board members. That’s why we are delighted to feature .orgSource Consultant, Sue Dykema, on today’s episode. Sue has over 27 years of experience working as CEO and in various managerial positions at the American Society for Aesthetic Plastic Surgery and is an expert in guiding organizations to achieve strategic objectives...

Joining us on the podcast today is .orgSource Managing Director of Digital Strategy, Sharon Rice, and .orgSource Consultant, Jennifer Proctor. About a decade ago, Sharon used to be Jennifer’s supervisor, which sparked the conversation of the relationship between staff members and directors, and how associations can better support those in positions of power to work at their full potential. Sharon...

Despite the rapid rise of artificial intelligence and virtual services, a recent study found that students and younger generations are eager to attend in-person meetings and serve on committees. This is exciting news for associations and nonprofits as they look to the future to determine what value they can bring for members. According to Senior Vice President of Digital and Technology at the Amer...

In honor of Asian American Native Hawaiian Pacific Islander Heritage Month, we are delighted to have association legend, Richard Yep, CAE, FASAE, on the Association 4.0 Podcast. His 40+ years of experience working in the association world has truly made him an expert in understanding the current trends in digital transformation and artificial intelligence and how they can be applied to organizatio...

In a landscape where information, education, and association are increasingly accessible at little to no cost, organizations must pivot towards offering value that extends beyond mere access. However, innovation can be difficult to achieve for non-equity based organizations that don’t have 50 million dollars at their disposal. Our guest, Stephanie Mercado, Executive Director and CEO at the Nationa...

This episode of the Association 4.0 Podcast reveals a truth that practically everyone can relate to. The interest in networking and in person connection has never been more prominent than it is today in this post-COVID, technology-driven, world. That’s good news for associations and nonprofits, according to our guest, Kim Robinson, President of Frontline Co. The demand for finding and connecting w...

Think of AI as a highly intelligent coworker or partner. It can help us create. It can help us predict. It can help us understand. It can help us see the hidden. While artificial intelligence can help elevate associations in numerous ways, our guest, David Reid, Owner of Strategic and Consulting Services, suggests that the software needs to be regulated and monitored by the right people. With a st...

It’s all too common for organizations to use the word “lead” in their mission statement. While this isn’t a negative quality to highlight, Garth Jordan, CEO of the American Animal Hospital Association, and Sharon Rice, Managing Director of Business Strategy at .orgSource, urges associations to think twice before using that word in their mission statements. In their experience, organizations are mo...

Join us for an enlightening journey into the heart of how contemporary associations are harnessing the power of Artificial Intelligence (AI) to drive unprecedented change and efficiency. “AI Unleashed: Real-World Solutions and Results in Today’s Associations” is an enriching conversation tailored for association leaders, technology enthusiasts, and innovation strategists. Our esteemed panelists ar...

To invest in AI or not? That is the question so many associations face. While artificial intelligence may seem innovative and technologically advanced, organizations need to think hard about whether it’s the right move for their company. Too often, our guest, Joseph Knecht, CEO of Proteus, sees associations fail after throwing everything they have into AI or a new software system. In their mind, i...

In the hot seat this week, is North Carolina Association of CPA’s Chief Operating Officer, Mark Soticheck. Mark weaves his extensive experience in accounting to this enlightening conversation with .orgSource’s CEO/Founder, Sherry Budziak. Together, they discuss how Artificial Intelligence has impacted their organizations, the potential demise of bookkeeping in associations, and when to unlearn any...

Let’s face it. Most professionals in the world enjoy being liked. While being admired isn’t a bad thing, it could lead organizations to settle for the status quo again and again. In order for progress to be made, our guest, international keynote speaker, best-selling author, and CEO/Founder of “Punks and Pinstripes,” Greg Larkin, encourages the professional “punks” to rise up. Many associations st...

Stepping into the spotlight, is .orgSource’s very own Managing Director of Business Strategy AKA .orgSource’s “Resident Futurist,” Sharon Rice. Sharon is an expert on strategic and business planning, growth strategies, comprehensive product development, and has helped numerous associations find lasting success. In this episode, we tapped into Sharon’s wealth of knowledge to discover applicable way...

We had the pleasure of sitting down with Garth Jordan, CEO of the American Animal Hospital Association to discuss his thoughts on the current state of associations after the pandemic, how bosses can become more like mentors and guides, whether or not long-term strategies are worth planning, and much more. This episode is jam-packed with advice for CEOs and association leaders to discover the path...

Business, regardless of whether you’re in the profit or nonprofit sector, is fundamentally about people. An association’s employees and board members play a crucial role to the health of the organization and its future success. Finding and attracting the right people can prove to be a difficult challenge, especially in today’s fast-paced digital market. Our guests, Don Dea, Co-Founder of Fusion Pr...

Welcome to episode 81 with this week’s inspiring guest, Ashish Rangnekar, CEO/Co-Founder of BenchPrep. Sherry Budziak, Founder/CEO of .orgSource discovered the inside scoop into his wildly successful company. BenchPrep is proud to be the world’s first exam prep mobile app for iPhone. Since 2009, the app has transformed into a Learning Management System trusted by the world’s leading associations a...

Join us in this insightful episode as I sit down with Donna Gandt, Chief Revenue Officer at Impexium, a leading force in empowering associations through streamlined membership management solutions. In today’s conversation, Donna and I delve into a topic close to .orgSource’s heart—cultivating the executive mindset within your team. We explore the essence of “thinking like an executive” and the pro...