Member Engagement Montana Review Team 
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JULY 3, 2020
Processes, policies and traditions are all areas of concern when it comes to DEI, but this meaty read, The Manager’s Guide to Inclusive Leadership — Small Habits That Make a Big Impact from First Round Review, describes small behavioral steps leaders can take to create a more inclusive workplace. Bruce Feiler, Harvard Business Review ).
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JUNE 26, 2020
Conference and education teams. As some associations canceled in-person conferences and made the switch to virtual, two association teams found themselves owning different elements of the experience—the meetings team handled the content while the education team managed the platform. More info/register. More info/register.
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JULY 10, 2020
In this high-level workshop, attendees will review key contract clauses, negotiations tips and strategies on how to get to “YES” and review variables that help influence a hotels decision to accept your business. More info/register (fee for MPI non-members). Allen Lloyd, CAE, Executive Director, Montana Society of CPAs.
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JULY 24, 2020
At the Harvard Business Review, Keith Ferrazzi and Sarah Zapp discuss the upside of virtual board meetings : shorter agendas, crisper presentations, more inclusive and bolder conversations, and broader exposure to key executives and outside experts. Allen Lloyd, CAE, Executive Director, Montana Society of CPAs. Virtual board meetings.
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SEPTEMBER 11, 2020
Find out how to design for virtual-first experiences, satisfy the desire to network, and keep your members engaged. Allen Lloyd, CAE, Executive Director, Montana Society of CPAs. They also present some unique requirements for planners and marketing teams that should be factored into day-of plan. More info/register.
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MAY 15, 2020
Sarah Gershman, Harvard Business Review ). This session will review key questions you need to be asking now to craft a successful return-to-work plan. Find out how to design for virtual-first experiences, satisfy the desire to network, and keep your members engaged. Impexium ). Stop zoning out in Zoom meetings.
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JULY 31, 2020
Jeff Winters, Harvard Business Review ). Find out how to design for virtual-first experiences, satisfy the desire to network, and keep your members engaged. Allen Lloyd, CAE, Executive Director, Montana Society of CPAs. Allen Lloyd, CAE, Executive Director, Montana Society of CPAs. Kendall Walters, Vidyard ).
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