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Summer 2018 (vol. 12 issue 3) | www.csae.org EXCELLENCE BY ASSOCIATION BUILDING A FIRST AID KIT FOR DATA BREACHES 06 10 AI IN YOUR FUTURE Colorado 12 BACKING UP YOUR DATA Society of Association 22 SPOTLIGHT: ALEXANDRA MERRICK Executives TAKE YOUR ASSOCIATION TO NEW HEIGHTS. 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Promotion valid for applicable groups that take place between April 1 through June 15 or October 1 through December 15, 2018 - 2025. Offer valid for new bookings only; previously contracted bookings are not eligible. Based on availability. Other restrictions may apply. contentssummer 2018 vol. 12 issue 3 10 features 06 6 Building a First Aid Kit for Data Breaches 10 How Artificial Intelligence Will Impact Your Association 12 Data Backups departments GO DIGITAL An e-version of Executive Memo becomes News from the President . 5 available on www.csae.org once the issue The Mission: CSAE is the community that fosters TechTip . 16 is published. It’s a fun, interactive way personal excellence for all within the to experience and share the magazine. Resource Review . 18 association management profession. Between editions, keep up on all things Member Benefit . 20 CSAE via Facebook, Twitter and LinkedIn. The Promise: CSAE is committed to delivering Member Spotlight . 22 high-value programs and services. Infographic. 26 If a CSAE member is not completely satisfied with any CSAE offering, CSAE will make it right or refund the member’s money. On the Web | www.csae.org CSAE is: ABOUT: Who We Are, What We Offer, Leadership, CSAE News, Committees and Volunteers All about leadership LEARN: CSAE Events, Online Learning, Gray Matters Committed to association excellence ASSOCIATION RESOURCES: Articles, Publications, Books, Legislative Updates, Research and Reports Future-focused CAREER CENTER: Job Postings, Certification Information Unique learning opportunities JOIN CSAE: Membership Information ONLINE An effective advocate Don’t forget to check out csae.org for more resources, stories and inspiration. In fact, every time EXTRA you see the symbol at the right, that means we’ve got some more for you online. Executive Memo is the quarterly publication of Colorado Society of Association Executives (CSAE) and is provided as a benefit to members. Submit your article to [email protected]. Deadline for all material is six weeks prior to issue date. Submissions are edited and published as space allows. Letters to the editor, suggestions, comments and encouragement are welcome. Expressed opinions and statements in this publication do not necessarily represent the opinions of the CSAE board of directors or its membership. www.csae.org | summer 2018 | 3 Colorado Society of FOCUSING ON WHAT MATTERS MOST... Association Executives YOUR SUCCESS! www.csae.org SUMMER 2018 Executive Memo is the official magazine of CSAE, Colorado Society of Association Executives. CSAE brings together association leaders to foster professional and personal excellence through unique learning opportunities that inspire members to achieve more and guide associations into the future. Copyright 2018 Colorado Society of Association Executives CSAE EDITORIAL COMMITTEE: MARILEE YORCHAK, CAE, CO-CHAIR Digital Analytics Association [email protected] 303.728.4395 COMPLIMENTARY AIRPORT & LOCAL SHUTTLE LESLIE SHIVERS, CAE, CO-CHAIR, CO-EDITOR 84,000 SQUARE FEET OF CONVENTION AND Association Pro to Go MEETING SPACE [email protected] 303.359.2751 24-HOUR BUSINESS CENTERS NEWLY RENOVATED FITNESS CENTER LANCE RITCHLIN, CO-EDITOR R-Star Productions, Inc. HIGH-SPEED INTERNET ACCESS IN EVERY ROOM [email protected] 303.842.5559 ON-SITE DINING OPTIONS MARY BETH ARMBRUSTER SLEEP ADVANTAGE PROGRAM® LUXURIOUS Independent Electrical Contractors Rocky Mountain BEDDING, QUIET ZONES, AROMATHERAPY, [email protected] & GUARANTEED WAKE UP CALLS 303.853.4886 15500 E. 40th Avenue, Denver, CO 80239 FRANCINE BUTLER, PHD, CMP, CAE (303) 371-9494 Empressa Consulting cpdenverairport.com [email protected] 303.725.9155, ext.105 DON KNOX Civica Management [email protected] 720.457.1193 ERIN O’CONNELL Institute of Food Technologists Proudly Redefining [email protected] the CPA Experience 312.599.0027 Save the Dates! GRANT PRICE, MBA, CAE World Sign Associates [email protected] WHIPPLEWOOD 303.488.9700 CPAs BECKY ROLAND, CAE 2019 CSAE Phoenix AMC Accounting [email protected] • Annual 303.551.3266 Audit, Review & Compilation LAURIE SHIELDS • Laurie Shields Design Business Consulting Conference [email protected] • 303.777.6354 Employee Benefit Audits • CSAE EXECUTIVE DIRECTOR Payroll JOAN TEZAK, CAE, CMP • June 5-7, 2019 [email protected] Personal Success Planning CSAE PRESIDENT • KEITH SEGUNDO Taxation President/CEO Limitless Association Solution Resource www.whipplewoodcpas.com Pueblo Convention PO Box 631026 Littleton, CO 80163 [email protected] Center 850.322.3910 Pueblo, CO PUBLISHED BY: Colorado Society of Association Executives (CSAE) 8690 Wolff Court, Suite 200 Westminster, CO 80031 303.650.0301 office 303.650.1450 fax www.csae.org SALES CONTACT: JOAN TEZAK, CAE, CMP 303.650.0301 [email protected] 4 | summer 2018 | www.csae.org from the NEWS president Honored, Humbled, Enthusiastic and READY!!! could not be more grateful for the opportunity to lead the Colorado Society of Association Executives (CSAE) as your 2018–2019 President . I must say, I never I imagined that I would have been selected by my colleagues to be your President . However, we are here, and I am ready…so thank you from the bottom of my heart . From the moment I was elected President, all of the emails, calls and in-person conversations began and they all started with two interesting questions . One, what do you want your legacy to be? Two, what do you want to accomplish during your presidency? Well, if you are looking for that typical presidential answer…that’s not me . Unfortunately, my response has been and will continue to be lackluster…this isn’t about me or “My Legacy” or what “I want CSAE to do ”. This is about you—the members . I have been entrusted by the membership of this organization to not just smile, nod and eat the typical conference chicken . I was selected to guide the Board, to serve at the will of the membership . This is a responsibility that I take extremely seriously . So that brought me to my next question . What is the will of the membership? What do our members truly need? So, this isn’t my President’s message, but ours . With our message, I acknowledge that we have a tremendous amount of work to do but only you can tell us what you want and need . It’s time to come together . The best organizations thrive because they work as one . I want nothing more than when members gather, we don’t look at our colleagues by their respective membership categories of Professionals, Associates, etc ., but as what we all truly are—CSAE members . To grow and thrive in this ever- changing world we must work as one . We must lead the way and work as a strong collective, because when we stop embracing all member categories as equals, the ever-changing landscape will consume us . The time has come for CSAE members to express their voice on how they believe CSAE can step into 2018 and beyond to take care of our best asset—which is you, the member . We need your words, your thoughts…I am not talking about the typical Goldilocks syndrome feedback…the meeting room is too hot, the meeting room was too cold . I am talking about revolutionary changes . Those that will lead and be the disruptors and prevent CSAE from being the disrupted . So think about the following questions and please email, call, text, or carrier pigeon your answers to me . 1 . Excluding CSAE, what organizations are you most proud to be affiliated with and why? 2 . What is the single greatest reason that you belong to other organizations and why? 3 . What would you like to see CSAE do to make your experience that much better (go big here)? I am honored, excited and grateful to serve you the CSAE member . Please help me in making your member experience all that you deserve . Together we grow…let’s grow beyond all of our wildest expectations . Humbly Yours, Keith Keith Segundo President/CEO Limitless Association Solution Resource 850 322. 3910. keith@limitlessasr org. www.csae.org | summer 2018 | 5 BUILDING A FIRST AID KIT FOR DATA BREACHES By Thad Lurie, CAE, CIP, Vice President, Business Intelligence and Performance, Experient n the past couple years, I’ve heard too many associations say Isomething such as, “We wouldn’t be a target for hackers, we’re a small organization and we don’t have any important information.” 6 | summer 2018 | www.csae.org Be aware that cybersecurity problems for small organizations BUILDING have risen dramatically in recent years.