Select CRM Seminar / ASI Europe / 

11th April 2019 / Etc Venues, 1 Drummond Gate (London)

In 2019, 40% of associations and membership organisations are horizon searching for new systems to provide enhanced member value and growth.

In response the MemberWise Network has arranged a series of free half-day seminars (in partnership with ASI Europe) that provide membership and association professionals with best practice information and advice for procuring and selecting the right CRM system in a structured, robust and informed manner. However far you are along the procurement process our Select (CRM) Seminar Series attendance will quality assure and de-risk your organisation’s approach and enable you to network with fellow association and membership professionals also ‘on the journey’.

Programme

10:00 Registration & Networking, Tea & Coffee
10:30 Welcome & Introductions (Jeremy Jalie, Performance Improvement Leader, ASI Europe)
10:35 CRM, Member Engagement & Member Value: The Fundamentals (Richard Gott, Chair, MemberWise)
11:05 How to Properly Evaluate and Select a New CRM System (Gordon Brewster, Head of Sales & Customer Management, iFINITY)
11.35 Networking Break over Refreshments
11:50 iMIS Cloud: The Next Generation of CRM (Jeremy Jalie, Performance Improvement Leader, ASI Europe)
12:20 Builders Merchants Federation: Lessons Learned from Our CRM Selection Process (Oz Bham, Membership & IT Manager)
12:50 Expert Q & A Session
13:00 Professional Networking Lunch

Learning Outcomes

1)Discover the top 4 best practices of successful associations

2)How changing member need impacts directly on system selection requirements

3)Understand the evolution of CRM to Engagement Management System (EMS)

4)Why your website and business system are now the same

5)The pros/cons of association vs. commercial platforms

6)How to identify the most critical selection criteria for your organisation

7)How to properly weigh software evaluation criteria

8)How to calculate the true cost of a new system

Your Seminar Speakers

Oz Bham, Membership & IT Manager
Oz Bham, Membership & IT ManagerBuilders Merchants Federation
Oz currently works as the Membership & IT Manager for the Builders Merchants Federation in Coventry.
Richard Gott
Richard GottMembership Expert
Richard is widely known as one of the leading membership and association sector thought leaders in the UK and is Chair of the MemberWise Network.

He has worked at a senior leadership level for leading organisations including the Royal College of Psychiatrists, The Law Society, Royal College of General Practitioners, College of Optometirsts, Chartererd Institute of Educational Assessors and the British Dental Association.

Richard provides advisory services to large number of leading associations and is Chair of the CPD Standards Office Independent Expert Advisory Board He also champions the professionalisation of the association and membership sector.

Jeremy Jalie, Performance Improvement Leader
Jeremy Jalie, Performance Improvement LeaderASI Europe
Jeremy works with a variety of associations and charities bringing insights into data management, supporter engagement, strategic use of technology, and digital marketing in not-for-profits.

Prior to ASI, Jeremy spent ten years in the third sector working for international NGO Vision Aid Overseas where he held a variety of roles including Communications Director and Development Director with overall responsibility for income generation. He has broad experience in fundraising management, including individual giving, applications to trusts and foundations, and corporate partnerships.

Jeremy has a BA (Hons) in History from the University of Sheffield and an MSc in Voluntary Sector Management from Cass Business School.

Gordon Brewster
Gordon BrewsterHead of Sales and Customer Management, iFINITY
Formerly at ASI Europe, my role involves working with a range of professional bodies, regulators and membership organisations in the UK and Europe to recommend & implement best practice solutions for performance improvement.

Book your place

Partner

ASI Europe

Supporter

iFinity