Are you getting seduced by technology without properly considering how it will benefit your organisation and your members? This is one of the biggest mistakes we see membership organisations make. This event will explain what your key considerations should be.

We’ll explore and explain the key elements for planning and initiating a successful digital transformation program.


– Where and how you should begin
– Keeping member value as your key focus
– Ensuring engaging internal and external user experiences
– Choosing the right technology for your goals (and not letting it choose you)
– How to procure the right digital transformation partner for your objectives.

The Wine and Education Trust will share insights and lesson learnt from their digital transformation journey.

Who should attend this seminar?

This event is designed to support Directors, Heads and Managers involved in all or part of their membership organisation’s digital transformation. If you are responsible for your CRM, website or both, this event will help you consider your approach more strategically.  Whether you are looking for a new technology platforms or seeking a better way to optimise what you have, this event will help you. Please note that this event is for membership bodies with 10,000 individual members/150 corporate members or above.

26th June 2019 / Royal Aeronautical Society / London


09:00  Registration, Networking & Refreshments
09:25  Welcome and Introductions

09:30  Digital Excellence 2019: An Introduction (Rich Gott, MemberWise)

Rich will take you through the findings from the latest Digital Excellence report – an opportunity to benchmark your organisation against the sector and to learn about the key trends and findings as regards digital transformation activity.

10:00 Why Evaluating your Technology should be the Last Step in your Digital Strategy (Alan Perestrello & Gavin Pollock, Co-founders and Directors, Trillium)

So how do you deliver the best member experiences without getting distracted by the features and capabilities of your potential new tech? Alan will help you:

  • Keep your membership objectives front of mind when being presented with tech platforms
  • Keep people rather than technology at the heart of your digital transformation
  • Avoid replacing legacy systems but keep old processes
  • Provide the right information to select the right digital transformation partner

10:30 Putting User Experience First (David Spector, Head of Strategy, Trillium)

User experience doesn’t just apply to your website. Every interaction your existing and prospective members have with your brand contributes to their perception of value. These experiences play a significant part in converting prospects to members and ongoing retention. David will provide guidance on what can be done in the short-term (quick wins), and longer-term, e.g. as part of a roadmap, to optimise the overall experience of members through communication, content and self-service.

11.00 Networking and Refreshments

11.15 WSET’s digital transformation journey Case Study (Tony Cook, IT Director, Wine & Spirit Education Trust)

WSET’s growth has been so rapid their original systems were struggling to cope. They were not flexible enough, expensive and difficult to maintain and were creating negative internal and external user experiences. Tony will share how they:

  • Selected the best partner to deliver their strategy and help them identify the best technology
  • Worked with them to define realistic goals and KPIs
  • Optimised working with a partner who supports both websites and CRM
  • Improved their online user experience by identifying user journeys from a back office (CRM) perspective.
  • Maintained project momentum to deliver quick results and engage all stakeholders

12.00 Round table discussion to share experiences and address key questions

12.15 Q&A Session

12:30 Networking LUNCH

13:30 CLOSE

Learning Outcomes

  • Be able to identify and plan the best strategic approach for long term success
  • How to adopt the right mind set for successful digital transformation
  • Understand how to deliver seamless internal and external user experiences
  • How to optimise your budget and identify efficiencies
  • How to get internal and member buy in for your digital transformation change program
  • Understand how your CRM and CMS need to work together in order for effective automation and personalisation experiences to be possible

Your Seminar Speakers

Alan Perestrello
Alan PerestrelloCo-Founder, Trillium
Alan has been working at Trillium since he co-founded it over 8 years ago. He is responsible for sales, marketing and strategic direction.
Richard Gott
Richard GottMembership Expert & Sector Thought-Leader
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.
Gavin Pollock
Gavin PollockCo-Founder, Trillium
Gavin co-founded Trillium with Alan over 8 years ago as an experience focused consultancy with two main themes: Business Systems and Digital.
David Spector
David SpectorHead of Strategy
David has worked in various digital roles for over 15 years in organisations including being Operations Director for Ominor; Head of Digital for AIA Worldwide; Global Head of Mobile for TMP Worldwide and Director of Digital Solutions for Precedent.

He is a passionate and motivational digital leader, able to communicate and inspire equally effectively across board, team members, customers, partners and suppliers alike. He has a proven track record in digital business transformation and growth, through related consultancy, project and product delivery.

Tony Cook
Tony CookIT Director, WSET
Tony has worked in IT for several organisations including roles as IT Systems Manager, IT Manager and Head of Information Services for the General Council of the Bar of England and Wales for over 8 years. He then moved to WSET as Head of IT before becoming IT Director over 2 years ago.

He is a dynamic IT Director with a proven track record of departmental Service delivery and infrastructure improvement. He is well versed in technical support and departmental management including budget control.

Book your place today

Book Here

Criteria for entry: Delegates should work for a membership organisation or association with 10,000+ individual members (or equivalent). Entry is at the full discretion of MemberWise/Trillium Systems.

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