The OSAP Industry Advocate Spring 2024

INDUSTRY ADV CATE

Easy to get to and get around, Columbus is the ideal destination for gathering your group. Not only are we just a day’s drive or an hour flight away for more than half of the nation’s population — but also our dynamic convention center conveniently sits at the heart of it all. There’s no shortage of places to stay and play within walking distance.

Start planning your next meeting at ExperienceColumbus.com/meet.

TheIndustryAdvocateis published quarterly by the Ohio Society of Association Professionals 1335 Dublin Rd., Ste. 224-A, Columbus, Ohio 43215

PHONE: (614) 824-4054

WEBSITE: www.ohiosap.org

EMAIL: osap@ohiosap.org

The opinions expressed herein are those of the authors and do not reflect the opinions of OSAP. The subscription rate for members is $12, which is included in the dues. Editorial contributions in any area of association management are welcome.

Articles accepted for publication are subject to editing by OSAP. Advertising accepted on a space availability basis. Contact OSAP for further advertising information.

STAFF:

JARROD A. CLABAUGH, CAE

President & CEO, OSAP, OSAP Foundation

JEANNE HOFFMAN, CAE

Director, Member Relations and Programming

MEGAN BOURQUE-STITH

Liaison, Special Events & Annual Conference

DENNIS TRZECIAK, CPA Association Accountant

EXECUTIVE OFFICERS:

JON MELCHI

Chair, Building Industry Association of Central Ohio

EVAN NEWMAN, MBA Vice Chair, Snow & Ice Management Association

PATRICK JACOMET Treasurer, Ohio Aggregates & Industrial Minerals Association

TONY VETTER, CDME

Immediate Past Chair, Downtown Bowling Green Special Improvement District & The Downtown Foundation

OSAP DIRECTORS:

BRADIE BERRY

The Ohio Trucking Association

MICHAEL BOROWITZ, CPA, CAE Clark Schaefer Hackett

JAMES CHAKERES Ohio Poultry Association

HEATHER COWLES, CAE

The American Society for Nondestructive Testing, ASNT Foundation

CATE KURELA SMITH, JD, MPA Precision Machined Products Association

LAUREN MANSON, CAE, RHIA Ohio Health Information Management Association

TIMOTHY MCNICHOLS

LIG SOLUTIONS

STATE SENATOR TIM SCHAFFER Ohio Society of Professional Engineers

AMANDA SCHROEDER Ohio Insurance Institute

TRACY VANNEMAN, CAE

The Ohio Association of Physician Assistants

LANCE WOODWORTH Destination Toledo

PUBLISHED BY:

www.dancorsolutions.com

For advertising information, contact OSAP at (614) 824-4054 or email us at OSAP@ohiosap.org.

Advertisements and listings in this publication are provided as a public service to readers. OSAP and Dancor Solutions are not responsible for errors or omissions; inclusion does not constitute an endorsement or any recommendation.

All information is subject to change and is current as of May 1, 2024.

Why Cincinnati Should Be on the Top of Your List for an Upcoming Conference

OSAP chose this location for a reason - and here's why you should, too.

Annual Conference Educational Sessions

Review this article to learn about the great educational line-up.

Visit Cincy & Sharonville Convention Center - the Place to be Seen

Find out why OSAP Foundation Board Member & conference chair Mary Ciesa endorses this year's conference as the "place to be."

CHATTING WITH THE CHAIR

If you have yet to mark your calendar or register, you better act fast. The OSAP 2024 Annual Conference is set to kick off June 26, 2024, at the Sharonville Convention Center. Our host CVB is Visit Cincy, and they have a great event planned for us. On behalf of the board, I want to welcome all of you to register and attend this great event for both education and networking.

Annually, OSAP hosts an educationfilled, networking-rich annual conference; I have no doubt this year’s will be great, too. We cannot wait to learn about everything from financial matters to healthcare planning to ethics education.

The staff of OSAP is as committed as ever to helping members get access to the professional development they need to strengthen their own business sense while also fortifying the work their organizations do for their own membership. Now, this isn’t the only educational and networking offering OSAP provides. The organization also offers quarterly educational luncheons, online learning opportunities, CEO Dialogues in hybrid formats, monthly association coffee talks, partner perspectives calls and much more. Why does OSAP offer so many different things? Because they know they need to meet members where they are. As a longtime member of the organization and its current chair, I believe OSAP continues to evolve along with the membership. I’m proud of the organization and the work its leaders are doing on our behalf throughout Ohio.

Although all of OSAP’s events provide outstanding opportunities, it’s been my experience that the OSAP annual conference is where the greatest connections and learning occur. You get to talk with peers, pick their brains and enjoy great conversation and comradery all in less than three business days. Did I mention that, for the number of CAE hours you earn, that it’s very affordable, too?

Last year’s conference was great. I expect this year’s to be as good – if not better. As my predecessors have noted, the opportunity to come together as association experts is one of OSAP’s greatest benefits. Not only does it allow us to share our challenges and triumphs for the betterment of all, but it also affords us opportunities to give back to the nonprofit community and organizations that advance Ohioans’ lives. I encourage you to explore all available opportunities to engage with your fellow association professionals, to build your own network of peers from which to share ideas and learn from their experiences.

MELCHI

Looking for Non-dues Revenue? Consider Sponsoring a Multiple Employer Plan

BY PEGGY N. SLAUGHTER, CFP®, CRPS®, AIF®, CPFA®

For several years now, we have been publicizing the OSAP 401(k) Exchange for members; many of your associations have joined the program – thank you! Now let’s take a moment to turn to a program your association might want to consider for YOUR members.

A Multiple Employer Plan (MEP) is a 401(k) Plan sponsored by an entity who has a definitive relationship with the participating employers. Here, the sponsoring entity would be the association and the participating employers would be your members. Much like the 401(k) Exchange, members join forces to reduce fees, outsource liability and help save time. The 401(k) Exchange, however, is an open arrangement, meaning any qualifying 401(k) Plan can enter the program. Conversely, a MEP is a closed arrangement, with only affiliated members able to join.

BENEFITS OF A MULTIPLE EMPLOYER PLAN INCLUDE:

 Simplified Administration

Contributions, participant withdrawals and distribution of required notices are all outsourced, saving time for the employer and their staff.

 Reduced Audit Cost

Your larger members (generally over 100 employees) who sponsor a 401(k) Plan are required to have an expensive audit of their Plan every year. With the MEP, there is one audit for the entire Plan at a negotiated reduced rate with fewer responsibilities for the employer.

 Economies of Scale Pricing

The more of your member employers who enter the MEP, the more pricing is reduced for recordkeeping and administration.

 Non-dues Revenue to the Association Your Association could choose to receive revenue from the individual employer plans. A current study of a prospective MEP we are working with would potentially generate over $25,000 in non-dues revenue after just one year, and it is repeatable annually.

Successful MEPs have a very specific demographic that can only be determined by a review of your membership base. If you would like to discuss whether your association is a good candidate, please call us to start the discussion. If a MEP isn’t a good fit, you might still consider offering the 401(k) Exchange for your members.

CONTACT ME AT PEGGY.SLAUGHTER@ STEWARDPARTNERS.COM OR CALL ME AT SALING SIMMS ASSOCIATES AT STEWARD PARTNERS, 614-8411881, TO LEARN MORE ABOUT A MULTIPLE EMPLOYER PLAN OR 401(K) EXCHANGE. IT IS A GREAT WAY TO PROVIDE ANOTHER BENEFIT TO YOUR MEMBERS. I LOOK FORWARD TO HEARING FROM YOU!

tax advice. Retirement plans are complex, and the federal and state laws or regulations on which they are based vary for each type of plan and are subject to change. In addition, some products, investment vehicles, and services may not be available or appropriate in all workplace retirement plans. Plan sponsors and plan administrators may wish to seek the advice of legal counsel or a tax professional to address their specific situations. MULTIPLE EMPLOYER PLANS: While a multiple employer plan (MEP) arrangement offers adopting employers the ability to delegate fiduciary functions to the MEP provider, employers should be aware that they still retain the fiduciary responsibility for selecting and monitoring the MEP provider. Because a MEP is treated as a single plan, a violation of the qualification rules by an adopting employer could affect the qualified status of the plan as a whole. In order to be treated as a single plan under the qualification rules, the adopting employers of a MEP must share a commonality — a connection among the adopting employers such as a trade or professional organization.

SLAUGHTER

DEA Advances Marijuana Rescheduling

MEANWHILE, SEVERAL SENATORS PROPOSE DE-SCHEDULING IT

Recently, advocates of marijuana reform and those seeking an end to marijuana prohibition received welcome news.

On April 30, 2024, TheAssociated Press reported that the Drug Enforcement Administration (DEA) will move forward with reclassifying marijuana from Schedule I to Schedule III under the Controlled Substances Act (CSA). The DEA’s decision comes eight months after the U.S. Department of Health and Human Services (HHS) recommended marijuana rescheduling.

Despite this news, marijuana is not yet classified as a Schedule III substance. Marijuana rescheduling must now be reviewed by the White House Office of Management and Budget (OMB). Once the OMB signs off, the DEA will issue a proposed rule rescheduling marijuana from Schedule I to Schedule III and invite public comment on the proposal. Rescheduling will not be final until the DEA issues a final rule on the matter.

Rescheduling marijuana to Schedule III does not amount to decriminalization, but it would recognize potential medical benefits of marijuana with a moderate to low potential for physical or psychological dependence. Marijuana rescheduling would place marijuana alongside substances like ketamine and anabolic steroids.

The day after such historic news from the DEA, Senators Schumer, Wyden and Booker reintroduced the Cannabis Administration and Opportunity Act (CAOA). During a press conference on the bill, Schumer referenced the rescheduling, calling it “not the end of the story.” He credited states for being “laboratories of innovation” on marijuana reform and called on the Congress “to bring federal cannabis policy into the 21st century.” CAOA would de-schedule marijuana and remove it entirely from the CSA, instead regulating marijuana by, among other things addressing labeling of marijuana products, impaired driving and research on cannabis’s health impacts, as well as initiating automatic expungement of federal, non-violent cannabis offenses. Booker championed the original version of CAOA in 2022. The reintroduced version has 18 cosponsors, the most marijuana-reform legislation has ever had.

Until a final rule is issued by the DEA or CAOA becomes law, marijuana remains a Schedule I substance, so uncertainty continues for marijuana businesses in state-legal markets. Last year, Ohio became the 24th state to legalize adult-use marijuana. Fifteen more states have legalized marijuana use only for medical purposes.

Although rescheduling appears to be in the final stretch, marijuana businesses in state-legal markets continue to exist in limbo; they are legal and regulated by state law but federally illegal. Even after the DEA issues a final rescheduling rule, adult-use marijuana would be prohibited at the federal level. Only passage of a bill like CAOA would end federal prohibition on adult-use prohibition. Nevertheless, the recent news from the administration and Senate is cause for marijuana-reform advocates to be hopeful. Indeed, stocks linked to cannabis surged as a result of the news.

MARIJUANA RESCHEDULING MUST NOW BE REVIEWED BY THE WHITE HOUSE OFFICE OF MANAGEMENT AND BUDGET (OMB).

If you have questions about how marijuana rescheduling or descheduling may impact your marijuana business, please don’t hesitate to contact Keenan Jones, Tom Haren, or any other member of the Frantz Ward Cannabis Law and Policy team.

The attorneys at Frantz Ward will continue to monitor the proposed rule and PWFA developments. Should you have questions or want additional guidance, please do not hesitate to reach out to Andrew Cleves or another member of Frantz Ward’s Labor and Employment Group. OSAP Mission Partner Frantz Ward is a proud supporter of the organization and Ohio’s association community.

Why Cincinnati Should Be on the Top of Your List for an Upcoming Conference

Cincinnati is a city where innovation meets tradition, where you can find award-winning restaurants, sports and unparalleled hospitality. It’s where the North and the South meet. It’s where we put chocolate, nutmeg and cinnamon in our chili on top of a plate of spaghetti with a mountain of mild cheddar.

Situated within a day's drive of 60 percent of the U.S. population, Cincinnati ensures that attendees can reach your event with ease. Once in Cincinnati, you have a number of unique venues from which to choose. Whether you're envisioning a sleek, modern conference center, a historic landmark steeped in character or a suburban location, Cincinnati delivers.

The Sharonville Convention Center is a premier venue and facility for meetings, conventions, banquets, tradeshows and public events. It recently completed a $21 million renovation that doubled the exhibit hall to nearly 40,000 sq. ft. In addition to expanded exhibit hall space, the project includes a full kitchen, a restaurant and sports bar, an admission ticket window and 1,000 on-site, complimentary parking spaces.

Just a short drive down I-75, you’ll find the downtown Duke Energy Convention Center, which is undergoing its own more than 200 million transformation. Soon it will be a state-of-the-art, top-of-the-line modern convention center with all the amenities a planner could want or need. When complete, the new convention district will feature new restaurants, retail and a new outdoor area connected to the convention center, giving you the ability to bring your meeting outside the convention doors.

Of course, no event is complete without comfortable accommodations, and Cincinnati delivers on that front, too. With more than 26,000 hotel rooms spread across the region, finding the perfect place to rest and recharge is a breeze. Whether your attendees prefer the familiarity of well-known chains or the boutique charm of local accommodations, they'll find comfort and convenience at every turn.

Cincinnati’s appeal extends beyond its venues; it's a city that invites exploration and discovery whether through historic guided tours, via hidden culinary gems or soaking in the city’s scenic riverfront. Don’t forget the value The Queen City offers. With competitive pricing on every offering, you can maximize your budget without compromising on qualitywhere affordability meets excellence. For special group offers, please go to www.VisitCincy.com/offer.

Behind every successful event is a team of dedicated professionals committed to its execution; Cincinnati is no exception. At Visit Cincy, we understand the importance of flawless planning and execution; we're here to ensure every detail is addressed. From venue selection to onsite support, our team is with you every step of the way, ensuring your event is a resounding success. Let Visit Cincy be your guide as you plan your next event in the Queen City, where every moment is infused with possibility and excitement. Contact Jeff Simic to learn more about how Cincy could be the perfect spot for your next event.

Cincinnati isn't just a destination for association events; it's an invitation to create unforgettable memories in a city that's as dynamic as it is welcoming. We can’t wait to welcome you!

Insights from OSAP’s 2024 Annual Conference Opening & Closing

KEYNOTE PRESENTERS

Making Audiences Pause

BY OPENING KEYNOTE SPEAKER

JAMES ROBILOTTA

It's my job to make audiences feel, think and laugh. And I take that seriously. You will discover this and more at the OSAP 2024 Annual Conference when it kicks off on June 26, 2024.

I help audiences pause and think about the way they lead, the way they connect and the way they can impact their world. I create moments that empower teams and individuals to realize they are the only thing standing in the way between the results they want and the results they are currently seeing. I am an award-winning, recognized professional speaker with a background in stand-up and improv comedy. I deliver powerful and hysterical keynotes and workshops that will transform lives.

I work with associations, corporations, colleges and individuals with a focus on making people care more by creating a workplace culture where people actively choose to care about each other and lead with authenticity and relatability. There is power in hearing other’s stories and talking about imperfection; it has proven to increase trust, innovation and morale in teams. By infusing my thoughtprovoking talks with comedy and self-awareness, my audiences stay engaged from beginning to end.

My first book, Leading Imperfectly: Thevalueofbeing authenticforleaders,professionalsandhumanbeings, discusses the concepts of how authentic leadership and vulnerability are the driving forces behind conversations about communication, rapport building, engagement, increased productivity, retention, life balance, feedback and more.

BY OSAP CLOSING KEYNOTE GEOFF MCLACHLAN

As far as how I got here, my parents will tell you that I captured the attention of my first audience at a very early age and never turned back. They will also tell you that I cost them way too much money, but that is beside the point. I started facilitating leadership presentations and speeches in 2002 for my peers at the University of North Carolina Wilmington (UNCW), Clemson University and regional conferences. In 2009, after I presented a workshop, someone came up to me and asked me how much I charged for my speaking services. I told them they could buy me lunch, and then my paid speaking career was off to the races! Becoming a professional speaker has allowed me to do the two things I love most: making people think and making people laugh.

What do you want to know about me personally?

Way more importantly, I am married to an even better professional speaker, Tina VanSteenbergen. Together, we own our speaking/training company StoryMatters. We have two adorable children, Roam and Adelina and live in St. Paul, Minnesota. (Please note: Tina is from Minnesota; I refuse to lose my New York accent, so I still walk, tAWk and eat chAWcolate). And I cannot wait to share more with you and, most importantly, learn about each of you at the annual conference in Sharonville this June!

JAMES ROBILOTTA

There

is a lot going on in the world right now. If you turn on any news station, you can see that people are in a world of hurt for any number of reasons. Those things matter because they can affect how your business operates and how your employees show up to work.

One of the leading things I see organizations working on is mental health for employees. From tech startups to manufacturing, I am seeing a trend to address what appears to be a mental health crisis in America. The fact that we have more Americans than ever on antidepressants tells me that we as a country are not dealing with the stress of life. Perhaps, it is not just stress but a lack of connection that is a culprit.

Think about it for a moment. In 2010, we were introduced to the smartphone and the ability to access almost anything, anytime from anywhere. We removed the ability to get away from things. We now have 24/7 access to everyone! It was great… until it wasn’t. We have quickly come to see that unfettered access to the world has a significant impact on the mental health and wellbeing of young people. But what about those of us with a fully developed frontal lobe?

We, too, have seen a negative impact of being overwhelmed with content. We now self-diagnose diseases we find on TikTok and Instagram. We have irrational fears that we never would have had if we had never heard of them. We are constantly comparing ourselves to others secretly thinking that we are better and worse all at the same time.

In a world where we are more connected than ever, we have lost our connections! We used to play on playgrounds with anyone who could join us. We learned the valuable skills of negotiation, debate, talking to strangers, winning with grace and losing with dignity, how to fight – if it came to that – and, most importantly, how to get along! The playground was the basis of our connections. Our friendships were built there. Play was the quickest way to connect and become friends with someone. For many of us, those connections have lasted a lifetime.

Connection is at the crux of human behavior. When we feel like we are connected and that we belong, we are more likely to show value to others in our circle. The connection we feel from a group exudes from us back to the group in a virtuous cycle. When we feel connected to a workplace, wonderful things happen. We are more productive. We use fewer sick days. We are more enjoyable to be around. We tend to be more creative and more of a team player. We are more engaged.

If you want to make a significant impact on your organization, connection is the key. So, what can you do to connect with your teams?

The best thing you can do is to talk to your people. Get to know them. Not just as employees, managers, supervisors or whatever position they fill, but as people. Find out about their families. Discover what they like to do outside of work; what their passions are. How they like to spend their vacation time! Getting to know your employees shows value. It seems so cliché to think that just talking to them could provide so many benefits. And you would be right. If you only talk to your team once a quarter, it will not work. You have to find value in what they are saying. What they say must be meaningful to you in some way.

Think of it this way: When was the last time you had a conversation with someone and didn’t have to fight to pay attention? The reason is because you were gaining some value from the conversation. It needs to be that way with your team. A simple conversation can start like this: “What was the best thing that happened to you in the last week?” Then, follow up with more questions until you feel the natural conclusion to the conversation. You will be amazed at how quickly you start to get to know people in a short amount of time!

Interest in your team and quick conversations can provide a muchneeded boost in the connections that we are all seeking.

2024 Annual Conference EDUCATIONAL SESSIONS

OPENING KEYNOTE SESSION:

WEDNESDAY 2:30 – 4:00 PM

JAMES ROBILOTTA Speaker,author,comedian StoryMatters

No organization wants its people to be apathetic—toward the work, the people or the community. Community ignites loyalty and drives retention in both in-person and hybrid workplaces; it is built with one simple thing: curiosity. Curiosity is the opposite of apathy. Events are ideal opportunities to authentically connect, reflect, validate and innovate.

In this hysterical and motivational keynote, participants will learn about:

• Methods to employ to learn how to ask better questions.

• Tips on how to change the way we hear people’s stories and insights.

• Exercises to utilize that help us adapt a better mindset of curiosity.

Let’s stop the apathy and the assumptions and start learning about each other because curiosity creates community.

CONCURRENT SESSIONS:

WEDNESDAY 4:15 – 5:15 PM

Association Advocacy: Federal Tax & Workforce Legislation

JEFF EVANS

PublicPolicy

AmericanSocietyofAssociationExecutives

The future of policymaking could look very different depending upon which candidate captures the bid for presidency and which party retains or gains power in the upcoming election.

In 2025, policymaking around tax issues and workforce development will be in overdrive.

Associations are well-positioned to advocate for a stronger economy.

In this session, participants will:

• Learn insight from ASAE public policy staff regarding the tax policy horizon.

• Receive insights into the dynamic legislative efforts that will help increase access to career-building credentials

•Gain a better understanding of how they can communicate this information to those in their organizations

Engage and Convert: Winning Marketing Strategies for 2024

BARB BURGIE President&founder BurgieMediaFusion

In today's dynamic digital landscape, capturing audience attention and building engagement among members is a strategic blend of marketing and social media tactics. As we navigate 2024, new trends are emerging, and members’ expectations continue to evolve.

In this presentation, participants will:

• Become equipped with the essential best practices to thrive in this ever-changing environment.

• Delve into understanding your audiences, crafting compelling content and engaging your members.

• Learn how to harness the latest marketing and communications tools and technologies.

Get ready to unlock valuable insights to elevate your marketing strategies and propel your association towards success in 2024!

Ethics in Today’s Nonprofit Environment

MARITZA NELSON, ESQ.

Attorney-at-law

TheLawOfficeofMaritzaS.Nelson,LLC

In today’s world, transparency, the 24/7 news cycle and the ability for anyone to become an “expert” on anything in which they want to call themselves an expert have impacted how organizations are often viewed. Statistical information states that many people believe nonprofit organizations more than they believe for-profit entities. What this means is, associations are better positioned to be honest, to be ethical and to remain steadfast in defending their members’ interests.

In this session, participants will gain a clear understanding of:

• The fundamentals of ethical behavior in today’s nonprofit workplace.

• The value you can provide your various audiences in protecting, practicing and promoting ethical behavior.

• The importance of encouraging ethical behaviors in governance.

Ethics should not be a choice, and our speaker will explain why they cannot be a choice if you want your organization to thrive.

GLASS CITY METROPARK TOLEDO, OHIO

WILD SIDE BREWING CO.

TOLEDO, OHIO

TOLEDO MUSEUM OF ART

TOLEDO, OHIO

2024 Annual Conference EDUCATIONAL SESSIONS

GENERAL SESSION: THURSDAY 8:30 – 9:45 AM

Reinventing the Workplace: Lessons from the Bossholes

JOHN BROER Principal,co-founder real.good.ventures

A shift in how we see the workplace started a while ago. The question that needs to be answered is, “Are you shifting with it?” All levels of the organization play a role in how the workplace is evolving; the shift requires everyone to think about how it needs to be reinvented.

In this session, participants will examine how the shift impacts:

• The front line to the front office.

• The individual contributor to the manager to those in the C-suite.

• Psychological safety and how it is about the soil and not the seed.

Additionally, participants will learn how the new workplace will look to alignment at all levels when it comes to execution.

CONCURRENT SESSIONS:

THURSDAY 10:45 – 11:45 AM

Cybersecurity for Your Personal & Professional Life

BEN HUNTER III, CPA/CITP, CISA, CRISC, CDPSE, CISM

Principal UHYConsulting

Cybersecurity is in the news almost every day. Ransomware, data loss, breaches at large and small organizations, pig butchering, romance scams, elderly scams, phishing, BEC; it goes on and on. However, there are some simple and not so simple ways to introduce “friction” into your digital habits that will protect your life.

In this session, participants will gain a clear understanding of:

• How to recover from ransomware attacks.

• How to apply phishing prevention tips and personal security methods (digital and in real life).

• Steps you can take in your life to protect your business, yourself and your family.

The threats cybersecurity poses are real, and more organizations need to be prepared for what could happen when - not if - they fall prey.

Demystifying AI

KENDRA RAMIREZ CEO KRDigitalAgency

In this session, participants will learn about the potential of artificial (AI) technology to drive business growth, increase efficiency and drive innovation. Our speaker will provide an overview of AI; highlight real-world implementation cases of how businesses are leveraging Ai while sharing pitfalls of AI and the essential AI tools to use.

Here are some takeaways that participants will gain:

• Understanding the basics of AI technology and its impact on the business landscape.

• Identifying the different applications of AI in businesses and their potential benefits.

• Considering things about which they must be careful when implementing AI in their business.

Additionally, participants also will have the opportunity to engage in interactive discussions, gain insights, and get their AI questions answered.

Generations & Talent Retention: The Assumptions We Make and the Steps We Must Take

TIFFANY CROSBY, CPA, CGMA, MBA ChiefLearningOfficer TheOhioSocietyofCPAs

Finding and retaining talent continues to be a challenge. However, there is untapped talent out there that is often overlooked at best or completely discounted at worst, due to assumptions we make.

In this workshop, participants will learn how:

• Organizations that build cross generational workforces benefit from increased creativity and skill diversity.

• Diverse organizations experience improved employee engagement, retention and knowledge transfer.

• Multi-faceted organizations also have greater internal and external connectivity.

CONCURRENT SESSIONS: THURSDAY 1:15 – 2:15 PM

PCI Compliance

MARK HAYWARD SeniorVP,Sales (Compliance,Risk&SecuritySolutions)

Aperia

In today’s world, card data is a favorite target for cybercriminals because the attacks have typically been easy to conduct, and the rewards can be high. Massive data breaches in companies like Facebook and Target have proven that important financial data needs to be protected. That is one of the reasons the largest payment card providers created the Payment Card Industry Data Security Standard (PCI DSS) in 2014. This set of 12 requirements outline the security measures businesses must take when processing card payments.

During this session, participants will learn:

• What organizations gain from being PCIcompliant.

• What can happen if they do not comply with the standards.

• What protections and peace of mind PCI compliance bring to members and brand reputation.

Hayward will also touch on other topics related to PCI compliance and how they can impact nonprofit and for-profit operations.

The Election Year Economy: What’s Important to Know for Your Association’s Mission & Your Investments

JIM SALING, CIMA, CPWA, CPFA, AIF President SalingSimmsAssociates

Are we headed for a recession? Are we in a recession? Do presidential elections affect the economy? What are the talking heads saying about the state of the U.S. economy? Are we affected by the global economy?

Noted Speaker Jim Saling, CIMA, CPWA. CPFA, AIF, walks you through the jungle of information about the economy to help you determine what is important for you, your association’s mission and your investments.

2024 Annual Conference EDUCATIONAL SESSIONS

In this session, participants will learn valuable information related to:

• What you need to know if you currently sit or have sat on a finance committee

• What insights you should be sharing with your board to frame your investment landscape for the coming year.

• What you as an individual investor want to understand about the current economy

Saling will also note the perspectives you should have to take the sting out of the nightly news and to put your mind at ease. If any of these points spoke to you, you should not miss this session!

How Healthy Are Your Staff & Members? Why the Physical, Mental & Financial Health of your Employees and Members Matters to Your Organization's Long-term Growth

TIMOTHY MCNICHOLS ExecutiveDirector,Partnership LIGSolutions

Are physical, mental and financial health related? Why should you be concerned about this for your employees and members? It matters more than you might realize.

Participants in this session will explore:

• How these three important topics interact.

• Whether they can impact an organization’s productivity, engagement, safety and culture.

• How tools and resources can be used to help your employees and members to ensure they are physically, mentally and financially healthy.

CONCURRENT SESSIONS: THURSDAY 2:30 – 3:30 PM

Fostering a Culture of Care: Retaining Talent While Impacting a Life – one OSAP member’s journey

JACOB MAUCH

GroupSalesManager

TheHyattRegencyColumbus

The foundation of any successful organization lies in its people and the fostering of a culture of care that prioritizes the well-being, growth and development of its employees.

This is paramount in today's competitive landscape.

In this session, participants will learn about:

• An OSAP member’s personal journey through addiction and recovery.

• The valuable role his employer’s culture of care afforded him and his family.

• How organizations can implement similar practices to ensure they are caring for their staff members.

LORI ZOSS KRASKA, MBA, CFRE CEO&founder GrowthOwl,LLC

This dynamic 60-minute session empowers high-level executives with practical insights and strategies to integrate emotional intelligence into decision-making, conflict resolution and team dynamics.

Participants in this session will walk away with these learning objectives:

• The ability to define the five key components of emotional intelligence (self-awareness, self-regulation, motivation, empathy and social skills).

• The skills to learn how to apply emotional intelligence into leadership.

• The ability to examine ways to cultivate a culture of emotional intelligence in your association.

Attend, listen and transform your leadership approach and foster a positive, collaborative organizational culture for lasting success.

GEOFF MCLACHLAN Professionalproblemsolver,speakerand motivator ProfessionalsatPlay

Connection is the main objective of this training from an industry-leader presenter and “professional at play.” He will highlight how it does not have to be lonely at the top. He will share insightful methods to build connections through valuable conversations and drive the health of your team through powerful workplace conversations.

In this session, participants will learn:

• How connecting conversations between one another can create breakthroughs.

• How powerful, purposeful conversations can help us learn from one another while strengthening our teams.

• How breaking down the “trust barrier” first will lead to long-lasting relationships on teams.

According to McLachlan, one of the quickest ways to build trust is to find something in common and then share your story. It really is that simple. This training will be instantly usable for yourself and your teams.

GENERAL SESSION: THURSDAY 3:45 – 5:00 PM

Five Keys to Maintain Balance & Ignite Momentum

JANINE STANGE

Motivationalspeakerandinspirationalvocalist The National Anthem Girl

Through her inspirational keynote, Stange shares her own story of triumph over adversity as she encourages individuals and organizations to discover their unique purpose and to “rise up” in the face of disruption. Audiences learn how selfreflection and a commitment to personal growth can help us turn suffering into strength. By giving back to others, she asserts that we can transform any tragedy into greater triumph.

She will share her proven five-step “Momentum Mindset” framework for staying focused and moving forward during disruption.

Participants in this general session will discover how they can:

• Embrace their unique talents to find clarity of purpose while making courageous choices that align with strategic goals.

• Remove obstacles and accelerate growth while rallying teams around a shared vision.

• Transform challenges into opportunities that benefit them both professionally and personally.

2024 Annual Conference EDUCATIONAL SESSIONS

CONCURRENT SESSIONS:

FRIDAY 8:30 – 9:30 AM

Building a Workplace Culture in a Hybrid Environment

CATHLEEN SNYDER, SPHR, SHRM-SCP DirectorofHR&Development ClarkSchaeferStrategicHR

With hybrid or remote the norm for many organizations, it continues to be a challenge to maintain a strong culture. Leaders have had to adjust and adapt – not always willingly. Employees say they want flexibility to work remotely, at least some of the time, but then say they do not feel connected to their organization and colleagues.

In this session, participants will examine:

• Ways to build a workplace culture in hybrid environments.

• How to create better connections with their colleagues despite less interaction.

• Techniques that allow for flexibility without impairing relationships in today’s workplace

The Benefits of Becoming a Sustainable Organization

RYAN MOONEY-BULLOCK Executive Director Green Umbrella

During the past 20 years, Ryan MooneyBullock has worked in science, environmental education and environmental policy. A seasoned program manager, educator and communicator, she is most energized when helping people make connections between their passions and what is going on in the natural and human worlds around them.

During this session, she will provide participants insights into how they can:

• Implement climate and environmental practices that guide their organization in a more holistic, world-conscience manner.

• Uncover lifestyles that are fitting for leaders of organizations that are committed to creating a resilient, sustainable region for all.

• Improve Ohio’s and the surrounding region’s environmental health.

Tell Better Stories: Speak Up, Stand Out, Build Community

MEGAN (MEG) RYAN, PH.D. Co-founder HomeplaceCreative

This presentation illustrates how by cultivating a storytelling mindset, we can become empowered to share our own stories, actively listen to others, and, ultimately, create communities that thrive on shared experiences.

As a former television journalist turned professor, Ryan possesses more than 10 years of experience telling and researching how stories impact community. Her TEDx Talk, “How Storytelling Shifts Perspective,” recounts how her own perspective changed working alongside community storytellers in Appalachia and prompts audiences to think about how the stories they tell affect their behavior towards others.

During this presentation, participants will discover:

• How revealing personal stories can shape our perspectives and actions.

• How storytelling can bridge divides by fostering empathy, expanding perspectives and nurturing authentic relationships.

• How this skill provides a tangible path to building stronger, more inclusive communities that celebrate our collective humanity and lead to increased creativity and innovation.

CLOSING KEYNOTE:

FRIDAY 10:30 – 12:00 PM

GEOFF MCLACHLAN

Professionalproblemsolver, speakerandmotivator ProfessionalsatPlay

During his closing keynote, McLachlan will delve into the joy and wonder of play! Not only will it be discussed, we will actually use simple activities (low-risk activities: think handshakes and high fives) to engage with fellow participants and to open our minds to the possibilities of using play in the workplace

Participants will walk away feeling: Ready for improved engagement, better mental health and higher profits.

• Motivated to take on new engaging interactions with their staff members.

• Prepared to move their organizations forward.

McLachlan will be giving away a copy of his ebook, TheGoldenRulePlaybook, with activities that can be used in the workplace.

KNOWLEDGE DOMAINS RELATED TO CAE WILL BE PROVIDED IN THE CONFERENCE PROGRAM.

THANK YOU FOR ATTENDING & SUPPORTING OHIO’S NONPROFIT COMMUNITY!

The Power of Play!

association leaders from across the nation as we navigate ever-evolving workplaces, missions, and members. With a shared vision of excellence, we will transform our toughest challenges into our greatest opportunities.

FEATURING

OSAP NEWS SAVE THESE DATES

FOR FUTURE OSAP 2022 EVENTS:

The OSAP 2024 Annual Conference

June 26-28

Sharonville Convention Center

July CEO Dialogue

July 24

Hybrid

OSAP Association Coffee Talk

July 26

Hybrid

August CEO Dialogue

August 28

Hybrid

Association Coffee Talk

August 29

Hybrid

The OSAP/MPI Joint Industry Event

Sept. 13

Hilton-Easton

September CEO Dialogue

Sept. 25

Online/Zoom

Association Coffee Talk

Sept. 27

Hybrid

OSAP Q4 Luncheon Meeting

Oct. 10

Renaissance Columbus Downtown

October CEO Dialogue

Oct. 23

Hybrid

Association Coffee Talk

Oct. 25

Zoom

November CEO Dialogue

Nov. 13

TBD

Association Coffee Talk

Nov. 15

Zoom

The OSAPF Holiday Luncheon & Silent Auction

Dec. 13

Embassy Suites Dublin

AS ALWAYS, THE ORGANIZATION HOSTS MONTHLY EVENTS SO CHECK OUT THE OSAP EVENTS PAGE TO STAY UP-TO-DATE ON WHAT OSAP IS DOING FOR YOU!

FOR A CURRENT LIST OF ASSOCIATION EVENTS, PLEASE VISIT https://bit.ly/3WIbWdD.

PLEASE CONSIDER DONATING AN ITEM TO THE OSAP FOUNDATION’S 2024 BROWN BAG RAFFLE

The foundation utilizes proceeds from the raffle to “pay it forward”

During this year’s annual conference, attendees can once again bid on wonderful brown bag raffle items donated by our OSAP industry partner, CVB and association members with proceeds raised being directed to the OSAP Foundation. Over the years, this important fundraiser has helped the foundation help members attain their CAE accreditation, attend industry-specific learning events and obtain access to leadership development. Last year, we held a wonderful brown bag event at the OSAE/OSAP annual conference in Remarkable Lake County. We use these funds to help members attain funding to gain their CAE accreditation, bring in talented, timely speakers for educational events and much more.

This year, we hope to raise at least $4,000 for the foundation. We’d like to already thank OSAP Foundation Board Chair Andrew Allman, CAE, the Ohio Funeral Directors Association; Immediate Past-chair Tom Balzer, MBA, CAE, the Ohio Trucking Association; Jenn Berry, Saling Simms Associates; Lori Brown, the Ohio CPA Foundation; and Board Directors Michael Borowitz, CPA, CAE, Clark Schaefer Hackett; Mary Ciesa, Marriott properties representative; Amanda Schroeder, Ohio Insurance Institute; Debbie Segor, CAE, ASNT; and Tim White, Mid-Ohio Food Collective for their efforts to spearhead donations for this year’s raffle. Because of their excitement and attendees’ commitment, the foundation has greater opportunities to pay it forward.

CLEVELAND SHOWCASED AS A MUST-VISIT DESTINATION FOR 2024

Late last year, a pair of national publications, Travel+Leisureand The PointsGuy, have featured Cleveland as a must-visit destination in 2024. Specifically, Cleveland is one of 50 destinations featured in Travel+Leisure's 50 Best Places to Travel in 2024, while The PointsGuycalled Cleveland one of his 16 best places to travel. Many Ohioans already know how great Cleveland is, and many others will find out during the ASAE Annual Meeting in August in “Believeland.”

“This recognition from two well-respected and highly read media outlets underscores the excitement ahead for Cleveland in 2024,” said David Gilbert, president and CEO of Destination Cleveland. “All the large-scale events on tap in 2024 and major updates at museums, hotels and cultural institutions give travelers unique reasons to visit The Land, adding to the world-class attractions, neighborhoods and experiences that already make Cleveland a must-visit destination for travelers.”

OSAP NEWS

SHARE YOUR PERSPECTIVES DURING AN OSAP ASSOCIATION COFFEE TALK

For the past six years, Ohio’s association professionals have been coming together at Association Coffee Talks. Volunteer leaders, membership committee chairs and devoted OSAP members have made these monthly gatherings a success. During the pandemic, we hosted these online; now we are hosting them as hybrid events for those who wish to attend in person and those who cannot. These are great, informal discussions where members come together to discuss achievements, share insights and connect at a time when connection often seems difficult. We hope you’ll consider joining us for these great networking opportunities. You can even host if you’d like – if you’re interested contact Jarrod at jarrod@ohiosap.org and let him know you’d like to host an upcoming ACT.

OHIO FOODBANKS SAY THRIVING FAMILIES TAX CREDIT COULD HELP REDUCE HUNGER

Earlier this year, Ohio lawmakers considered a proposal that would implement a statewide refundable child tax credit.

Regional foodbanks say the bill would help more families meet basic needs and reduce strain on local food pantries struggling to meet demand amid persistent inflation. Eight in 10 Ohioans are relying on foodbanks because of high prices; many are being forced to choose between groceries and paying for such basic needs as utilities, medication and transportation. According to data from the Economic Policy Institute, federal child tax credit payments reduced child poverty to the lowest level on record, impacting more than three million kids nationwide. Due to its impact on Ohioans, OSAP follows legislation like this closely.

LOOKING FOR A NEW JOB? INVESTIGATE THE OSAP JOB BOARD

Good news for job seekers: Organizations are posting job searches with us all the time. This is great news following all the turmoil of the past few years. Whether you’re looking for a new job or you’re an HR professional seeking qualified candidates to fill open positions within your organization, don’t overlook the OSAP Job Board. The job board receives more than 24,000 hits annually. Listings appear for two months or until the position has been filled. Job postings cost $149 for members and $199 for non-members. Let OSAP help you find a new job or fill one within your organization.

WELCOME

NEW MEMBERS

ASSOCIATION PROFESSIONAL

Vincent Coleman

Columbus REALTORS

Wendy Kavanagh, CAE

Georgia Society of Association Executives

INDUSTRY PARTNER

Dirk Bengel

Hancock Hotel

Angela Diep

Marriott and Residence Inn

Columbus OSU

Darlene Schuring

Pro Football Hall of Fame

Visit Cincy & Sharonville Convention Center – The Place to Be Seen

BY MARY CIESA, OSAP 2024 ANNUAL CONFERENCE LIAISON AND OSAP FOUNDATION BOARD MEMBER

So, it’s that time of year again: Me telling you why you should attend the annual conference. The reason’s simple: your OSAP peers. My message rarely changes that much. Why? Because it’s always about our amazing friends and colleagues.

When it comes to great education, CAE needs and networking, this conference always delivers. What you may not know is that the people you see at this conference will quickly become friends for life. Don’t believe me? Ask the average attendee how many years they’ve been attending? I’d bet most say more than five; many will say more than 10. That’s a long time for any event – let alone an annual conference that moves around the state.

Last year, while I was unable to attend, I kept my finger on the pulse of the conference from frequent updates from Jarrod and other OSAP leaders. Attendees learned about great industry-specific topics, networked while enjoying Graeter’s ice cream and got to enjoy an excellent winery, or so I was told. This year, the staff has created another great conference, and there will be many great items in the OSAP Foundation Brown Bag Raffle, to which I wholly expect each of you to donate something amazing. I’m excited to see the recently expanded space at the Sharonville Convention Center and see all the great things that Visit Cincy has planned for us.

Lifelong learning is a commitment for me, as I know it is for so many of you. I try my best to attend OSAP’s annual conference every year because the conferences provide high-quality education and it’s affordable.

Few people understand the challenges that we face in the association and nonprofit segment of industry. Our OSAP peers do; they know the headaches of making money while providing best-in-class service to their members, clients and prospective peers. For three days next month, you will be surrounded by your peers, and you will have the opportunity to ask questions, seek guidance and share best practices. I said it last year, and I’ll say it again, you leave annual with answers and solutions that you can’t find in a Google search.

Innovation and future foresight are key to our success. The knowledge gained at OSAP’s annual conferences is invaluable. Although we attend to visit with friends and learn about new perspectives, we depart smarter and more skilled for the opportunities that await us.

So, that being said, register, register, register. Even with all the fun that’s planned, I hope you check out the speakers and their robust topics that have been resourced in order to elevate and invigorate all of us.

Looking back on my many years as a member, it’s the annual conferences that stand out most. They have helped me nurture relationships and connections that have enriched me professionally and personally. Although Jarrod never lets me give up my conference liaison role, I’m perfectly okay with it because I’m glad to give it my stamp of approval each year!

THANK YOU. OSAP AND OUR VOLUNTEER LEADERS ARE THANKFUL TO VISIT CINCY AND THE SHARONVILLE CONVENTION CENTER FOR HOSTING US. THANK YOU TO THE OSAP STAFF AND OUR WONDERFUL COMMITTEES FOR PUTTING TOGETHER SUCH GREAT PROGRAMMING. TRUST ME WHEN I SAY THAT YOUR HOURS OF WORK ARE VERY MUCH APPRECIATED. THAT BEING SAID, JOIN YOUR PEERS IN EXPERIENCING WHY I’M SO EXCITED TO CALL SHARONVILLE HOME FOR THREE DAYS IN JUNE!

CIESA

The 2024 Annual Conference Aims to Help You Grow as a Leader, Team Member and More

LET’S

GROW TOGETHER AT

THE SHARONVILLE CONVENTION CENTER

By Jarrod A. Clabaugh, CAE, President & CEO, OSAP & OSAP Foundation

Believe it or not, in less than 60 days, we’ll be heading to northern Cincinnati for the OSAP 2024 Annual Conference at the Sharonville Convention Center. This will be OSAP’s first event at the newly renovated facility, and our partners there are rolling out the red carpet for you. Not only will our group be among some of the first to see the newly expanded facility, but we’ve got a robust agenda packed full of knowledge and fun.

Based on member feedback gathered over the past year, the OSAP staff worked hard to align members’ professional development interests with talented presenters and speakers on a host of topics. We promisethere’s something for everyone.

This year, we have national speakers talking about the value of community, state experts presenting on human resources insights, OSAP members providing knowledge in areas in which they are subject matter experts and much more. We also host the OSAP Foundation Brown Bag Raffle, which allows members to donate unique experiences while also dropping tickets into the brown bags to see if they can win one of the great donations. If you’re interested in donating, contact OSAP Annual Conference Chair Mary Ciesa, who always has great ideas on ways to excite the membership. You can email her at mary.ciesa@ marriott.com. Remember: All the raffle proceeds go back to the OSAPF – an industry foundation committed to supporting Ohio’s association communities that works to “pay it forward” by offering you greater educational opportunities.

Although I love the learning aspect of our conference, it’s really the endless hours of networking and “relaxing” with one another that appeals to me. We’ve reduced a bit of the education hours over the past three years to offer members more time to engage with their peers and network in a sitting away from home. This year shall be no different.

Once again, this year’s conference line-up takes a hard look at the challenges all of us are experiencing and aims to provide solutions to overcome them. Our goal this year is to provide our members with insights that help any association, industry partner and CVB professional no matter their years of experience. We can all do better at developing and refreshing our leadership mindset.

Lastly, I’d just like to say that OSAP understands the budgetary restrictions you face when planning how to invest your education development. It’s for this reason we aim each year to provide a cost-effective and contentrich conference. None of this would be possible without the commitment of our members and the efforts of our partners, including Platinum Sponsor Saling Simms Associates, our conference exhibitors, our host CVB, our host property, community partners and the many Gold, Silver and Bronze sponsors! Thank you for your commitment to OSAP!

PLEASE REGISTER TODAY! OUR PARTNERS HAVE WORKED TIRELESSLY WITH US TO GUARANTEE YOU HAVE AN EXCELLENT EXPERIENCE AT OSAP ‘24. WE CAN’T WAIT TO SEE YOU JUNE 26-28, 2024.

CLABAUGH