Membership Engagement Seminar
19th Sep 2019 / 10-11 Carlton House Terrace (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 smartimpact) 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’.

Who should attend?

This event is designed to help anyone involved in their organisation’s digital transformation from membership organisations with 6,000 members or more.

Programme

09:00 Registration, Networking and Refreshments

09:25 Welcome and introductions (Rich Gott, Chair, MemberWise)

09:30 The State of Digital in the Membership Sector (Rich Gott, Chair, MemberWise)

10:00 Bar Council Case Study (Andrew Wylie, Head of Project Management Office)

Hear Andrew explain how working with smartimpact they:

  • redirected their digital transformation and how they got back on track;
  • went from having a lack of basic information on their barristers to having accurate information on areas of practice, location, salary, gender and ethnicity;
  • developed an outstanding mobile app to speed barristers’ entry into court;
  • saved £148,000 on their annual data requirements in 2018.

10:30 Networking and Refreshment Break

10:45 Digital Transformation Projects in Practice: The Pitfalls and the Positives (Janine Chasmer, Executive Consultant, Purple)

  • The bear traps: real sector examples of where and how projects haven’t gone to plan;
  • Digital transformation done the right way: positives and best practice;
  • Top tips and ideas for your project.

11:15 Bringing Microsoft Dynamics 365 to life! (Ahmed Eltohamy, Managing Director, smartimpact)

  • Overview for those new to Dynamics;
  • Why it’s the most popular software for membership organisations (Microsoft Dynamics holds the largest share of the CRM/AMS market in the membership sector – 23% of membership organisations and associations are using it);
  • What’s in store for the future?;
  • What an integrated CRM and CMS system looks like.

11:45 Over to you…
Have you got a burning question for smartimpact or any internal challenges around CRM or advanced CMS? They don’t just offer intelligent CRM systems. They also create cutting-edge websites and member portals. So, ask them anything and if you’d prefer they’d be more than happy to discuss it one-to-one with you after the session.

12:00 Networking Lunch

13.00 Close

Learning Outcomes

  1. The key trends happening in the membership sector with digital technology
  2. A membership case study that reveals their digital transformation experiences including a member app
  3. A practical explanation of digital projects in practice, their pitfalls and the positives.
  4. An overview of how Microsoft Dynamics enables member engagement
  5. What an integration project between Dynamics and other systems can achieve
  6. Opportunity to network with like minded membership professionals.
  7. Question and answer session with experts
  8. Top tips and sector insights

Your Seminar Speakers

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.

Andrew Wylie
Andrew WylieHead of Project Mgt Office, The Bar Council
Andrew has been working for the Bar Council for over 5 years. Previous to this, he has worked in Project Management for organisations such as the Royal British Legion and organisations in Auckland, New Zealand.
Janine Chasmer
Janine ChasmerExecutive Consultant, Purple
Janine is an Executive Consultant at Purple and has over 9 years’ experience working within the 3rd sector in areas including Strategy & Business Performance Improvement, Organisational change, CRM & CMS strategy development and implementation, Data Privacy, Protection & Management, Value proposition analysis & development, and Member recruitment strategies

Janine has managed a number of CRM implementation projects and has a strong background creating processes for teams that deliver high levels of customer service and long-lasting relationships.

As an active member of the MemberWise community, Janine can often be seen facilitating workshops, speaking events or sharing best practice within the community forms.

Ahmed Eltohamy
Ahmed EltohamyManaging/Technical Director, smartimpact
Since 2007, Ahmed has established smartimpact as a leading provider of Dynamics CRM solutions. Combining his understanding of business & membership needs with technical expertise to drive innovation and creativity into member-focused organisations. Going beyond just a simple membership database to a world of intelligent systems. He has ensured smartimpact has high quality, robust, yet flexible, software & a team of experts who support membership organisations through every part of the implementation process.

This has led to over ten years of growth and an excellent reputation focussed entirely on the membership & NFP sector.

Book your place

Supporter

ASI Europe

Official Partner

SmartImpact