th 9 8 e c en r e f n o C d d n l a r o t n W e h m t e 9 g 8 a o A n p a A x M E M 016 2 s C b , s u 25 e l 1 C usin uary 2 n o br B e F b , CA • u l C Diego San www.cmaa.org/conf You’ve Got to GO! There are plenty of reasons why attending World Conference is a must for club management professionals – whether it’s the top-notch education, the access to thousands of your peers’ ideas and best practices, the fabulous events or the non-stop networking, a week at World Conference isn’t one to be missed. This year is no different, with more than 70 sessions, 40 percent new speakers and 4 featured speakers, you’ve got to GO! Dear CMAA Friends: The Club Managers Association of America (CMAA) is excited to present our 89th World Conference on Club Management and Club Business Expo in San Diego, CA. I can’t think of a better setting for this annual gathering of club management professionals. While our annual Conference has a long history, you will find the 2016 event enhanced with a variety of new opportunities and offerings, designed specifically for your individual and professional growth. This year we are launching more educational options with four featured general education speakers, unique alternative formats for learning and more one hour options, based on your feedback. Doug Smith will kick off the general education at our Opening Business Session on Monday, February 22, with “The Skill of Happiness.” Doug, a former CEO of Kraft Foods Canada, Borden Foods Corporation and Best Brands Corporation, is relishing the second half of his life as a teacher, writer and adviser and he benefits from the experiences of others and learns from his own foibles. His specific areas of interest are leadership and organizational effectiveness, happiness and well-being, and the skill of dealing with setbacks in life. On Tuesday, February 23, the top-ranked adaptive snowboarder in the US, a three-time World Cup Para-Snowboard winner, the 2014 Paralympic bronze medalist and the author of New York Times best-seller On My Own Two Feet, Amy Purdy will open the day. Hear about how Amy triumphed over a two percent chance of surviving spinal meningitis at the age of 19 to winning a Bronze Medal in the first-ever Paralympic Snowboard Cross Competition in 2014. The obstacles you may face in your clubs may be different from her journey, but the underlying truths are the same. On Wednesday, February 24, Jason Dorsey, Chief Strategy Officer at The Center for Generational Kinetics, noted generations expert and author of Y-Size Your Business, will set the stage for multiple sessions focusing on millennials and how to manage employees across the generational divide. Our employees are a significant resource for our clubs, and this education is designed to address this management challenge. Our Closing Business Session on Thursday, February 25, will spotlight Josh Linkner, a four-time tech entrepreneur, hyper-growth CEO, NY Times bestselling author and venture capitalist. He began his career as a jazz guitarist and personifies creativity, entrepreneurship and disruptive innovation. He is on a mission to drive creativity, innovation and reinvention – all skills necessary for sustainable success in our field. These four speakers are just a sampling of what will be available to you in San Diego. With more than 70 sessions, you will find answers for your tough questions and connect with your greatest allies, your colleagues in the club industry. Thanks, as always, for your awesome support and I look forward to seeing you in San Diego, CA. Tony D’Errico, CCM, CCE CMAA President www.cmaa.org/conf 1 2 CMAA 89th World Conference on Club Management and Club Business Expo Table of Contents Conference Schedule ................................................... 5 What the Event Offers.................................................. 6 Pre-Conference Workshops......................................... 7 Featured Conference Speakers ................................... 9 Manager Education Programs................................... 13 Yacht and City Club Manager Education������������������������������������������ 24 Conference Events...................................................... 26 First-Time Conference Attendee Orientation.................................. 26 The Club Foundation Run With the Presidents.............................. 26 Opening Business Session.................................................................... 26 Awards at Conference........................................................................... 26 Networking Event at Sea World.......................................................... 26 Career Opportunities and Mentoring Showcase........................... 27 The Club Foundation Event ................................................................ 27 Emerging Leader Mixer......................................................................... 27 Closing Business Session ..................................................................... 27 Opportunities ............................................................ 28 Member Services Pavilion ................................................................... 28 Career Services Center ......................................................................... 28 Elections and On-Site Voting............................................................... 28 Idea Fair..................................................................................................... 28 ClubSolutions and The Club Resource Center................................ 28 CMAA International Wine Society Auctions.................................... 28 Helpful Hints for the 89th World Conference on Club Management and Club Business Expo......... 29 Conference Information........................................................................ 29 Follow #CMAAConf................................................................................ 29 Maximizing Your Credits....................................................................... 29 Proceedings Manual and On Site Guide........................................... 29 Dress Code................................................................................................ 29 Club Business Expo.................................................... 30 Registration and Housing ......................................... 31 www.cmaa.org/conf 3 4 CMAA 89th World Conference on Club Management and Club Business Expo Conference Schedule 2016 World Conference on Club Management & Club Business Expo Schedule, San Diego, CA Sat., 2/20 Sun., 2/21 (Day 1) 6:00 a.m. Mon., 2/22 (Day 2) Tue., 2/23 (Day 3) Wed., 2/24 (Day 4) Thu., 2/25 (Day 5) Fri., 2/26 Club Foundation Run with the Presidents 6:30 a.m. 7:00 a.m. Pre-Conference Registration 7:00 – 8:00 a.m. Pre-Conference Workshops 7:30 a.m. – 3:30 p.m. 8:00 a.m. Conference Registration, Member Services Pavilion, Wine Auction 7:00 a.m. – 6:00 p.m. Conference Registration, Member Services Pavilion 7:00 a.m. – 4:00 p.m. General Education Session With Featured Speaker Amy Purdy Student Achievement 8:00 – 9:00 a.m. Breakfast 8:00 – 9:30 a.m. General Education Session/Awards With Featured Speaker Jason Dorsey 8:00 – 9:30 a.m. Manager Education 8:00 – 9:30 a.m. Manager Education 9:45 – 11:15 a.m. CMAA Exposition 9:00 a.m. – 3:00 p.m. CMAA Exposition 9:30 a.m. – 1:00 p.m. Manager Education 9:45 – 11:15 a.m. Student Session 9:45 – 11:15 a.m. Voting 9:00 a.m. – 3:00 p.m. Voting 9:30 a.m. – 1:30 p.m. Conference Registration, Member Services Pavilion 7:00 a.m. – 4:00 p.m. Conference Registration, Member Services Pavilion, Wine Auction 7:00 a.m. – 6:00 p.m. Manager Education 8:00 – 9:30 a.m. 9:00 a.m. Voting 7:00 – 11:00 a.m. International Breakfast/ Symposium 8:00 – 11:00 a.m. Student Mentor Workshop/ Luncheon 9:00 a.m. – 12:00 noon 10:00 a.m. Global Certification Meeting 10:00 – 11:00 a.m. 11:00 a.m. 1st Timers Gathering 11:30 a.m. – 12:00 noon 12:00 noon Member Services Manager Education Pavilion 12:30 – 2:00 p.m. 12:00 noon – 5:30 p.m. Student Sessions Conference 12:30 – 2:00 p.m. Registration 12:00 noon – 5:30 p.m. Career Opportunities and Mentoring Showcase 12:30 – 2:30 p.m. 1:00 p.m. Safe travels home... See you next year in Orlando! Manager Education 1:15 – 2:15 p.m. 2:00 p.m. Manager Education 2:00 – 3:00 p.m. Manager Education 2:15 – 3:15 p.m. 3:00 p.m. Manager Education 3:15 – 4:15 p.m. Opening Business Session With Featured Speaker Doug Smith 3:30 – 5:30 p.m. 4:00 p.m. Manager Education 2:30 – 3:30 p.m. Wine Society Business Meeting 3:00 – 5:00 p.m. Pre-Conference Student Registration Networking Event 6:00 – 8:00 p.m. 6:00 – 8:00 p.m. Manager Education 2:15 – 3:45 p.m. Manager Education 3:45 – 4:45 p.m. Manager Education 3:15 – 4:45 p.m. Manager Education 4:30 – 5:30 p.m. Closing Business Session With Featured Speaker Josh Linkner 4:00 – 5:30 p.m. 5:00 p.m. 6:00 p.m. Manager Education 12:30 – 2:00 p.m. Networking Event at SeaWorld 6:30 – 9:30 p.m. Manager Education 5:00 – 6:00 p.m. Manager Education 5:00 – 6:00 p.m. Live Wine Auction 7:00 – 7:30 p.m. Emerging Leader Mixer (35 Years Old and Under; No Students) 6:30 – 8:00 p.m. Club Foundation Event & Live Auction 7:00 – 10:30 p.m. Wine Society Dinner 7:00 p.m. As of November 4, 2015 This event is a ticketed event and requires separate registration. Please see the CMAA Registration website in advance or the Registration desk on site for more information. This event is for Wine Society members only. www.cmaa.org/conf 5 What the Event Offers CMAA’s 89th World Conference on Club Management and Club Business Expo offers a wide variety of professional development opportunities. More than 50 percent of the 70 education sessions this year are presented by new speakers, and all education is member-driven and approved. These sessions have been carefully selected to meet the current needs and interests of club management professionals across the 10 competency areas needed for success in the profession: ■■ ■■ 6 Club Governance Food & Beverage Management ■■ Accounting & Financial Management ■■ Human & Professional Resources ■■ Leadership ■■ Membership & Marketing ■■ Golf, Sports & Recreation Management ■■ External & Governmental Influences ■■ Facilities Management ■■ Interpersonal Skills CMAA 89th World Conference on Club Management and Club Business Expo Pre-Conference Workshops Pre-Conference Workshops offer the opportunity for participants to earn six CMI Education Credits for full attendance and successful completion of a CMI-sponsored workshop. Registration fees include workbook materials and continental breakfast. Registration for Pre-Conference Workshops is separate from World Conference registration but may be done simultaneously. Each workshop has its own fee. Class space is limited. Registrations will be processed in the order in which they are received and only with full payment. Early registrations will be confirmed by mail. Workshop registrations will be available on site, if space permits. All persons registering on site must pay for the workshop prior to entering the class. Unless otherwise noted, these sessions will take place in the Marriott Marquis San Diego Marina. Pre-Conference Workshops Friday, February 19-Sunday, February 21, 2016 The Bicycle Chautauqua “Does” San Diego—Riding, Reflecting and Pursuing the CCM Mission Gregg Patterson, The Beach Club In this fast-paced day and age, club managers are hard-pressed to find time for substantive, casual conversation with fellow club managers. These stressed out professionals need the Chautauqua Experience. During the three days of bicycling, there will be three, two-hour debriefs focusing on issues raised during the day’s ride. Each debrief will be followed by hours of discussion during breaks, maintenance periods and dinner. Bicycles can be rented at a pre-approved bicycle shop near the Chautauqua hotel if rentals are needed. All dinners and accommodations will be paid for separately by each rider. The seminars and debriefs will be free. The ride is limited to 30 managers. All riders must be registered through CMAA. Sunday, February 21, 2016 Private Club Executive Leadership at a Higher Level Moderators: Dick Kopplin and Kurt Kuebler, CCM, Kopplin & Kuebler, LLC This program will look at best practices not only in the club business but also in other business disciplines, and most importantly how managers and board members need to work collaboratively in the best interests of their clubs. During this interactive session, all participants will be encouraged to share their thoughts, ideas and questions; we’ll address many of those issues, as well as identifying key success strategies to take back to your club for implementation. What have the most successful leaders done in their respective business environments to insure their company’s success in a challenging economic environment? And what are the observable leadership characteristics in these executives that have application in the private club industry? This all-day session will include presentations by Kurt Kuebler, CCM, and Dick Kopplin, other guest speakers and round-table problem solving exercises. Please note, it is highly recommended that attendees bring their club president or another director to this workshop. Strategic Planning That Matters… Interactive and Hands-On Case Studies Henry DeLozier and Steve Johnston, Global Golf Advisors (GGA) This valuable workshop will utilize real-life problem-solving tools, data resources and collaborative discernment to analyze actual club case studies and develop actionable and scalable solutions for strategic planning. This workshop will put club managers in the shoes of a GGA advisor through realistic case studies using the core competencies that are required for proper strategic planning. The curriculum of case studies will require participants to rise to a strategic level of thinking; apart from their customary tactical viewpoint. It will require participants to work in a collaborative environment to review and evaluate market conditions, facility and financial limitations, www.cmaa.org/conf 7 organization of management and governance practices for three specific clubs. Key takeaways should include an updated understanding of market research and communication methods, organization of highlevel financial data and current best management practices in strategic planning. The three case studies will be: 1. A large private club with multiple courses, limited non-golf amenities, expansive demand for dining and socialization within an over-supplied metropolitan market area. 2. A medium-sized, highly seasonal private club within a gated mandatory-membership community with 18-hole golf course, limited non-golf recreation and inefficient clubhouse plan that limits food and beverage growth because of poor structural design. 3. A small historic golf club (golf only) with an aging golf course, limited food and beverage and declining membership located within a major metropolitan market area. All Things Wine and Beyond Steve Poe, Master Sommelier; Randall Bertao, CCM, Master Sommelier; Danielle Gillespie, C.E.O. and Founder Cork Guru This year we are pleased to welcome two Master Sommeliers –and fellow club managers – in Steve Poe of Big Canyon Country Club and Randall Bertao, CCM, of Los Altos Golf and Country Club, as co-hosts of this year’s food and wine education. The session will feature a variety of topics, including: ■■ the latest technology advances in maintaining wine lists, ■■ how to build a diversified wine by the glass program, ■■ conducting a wine dinner, ■■ effective use of a wine committee, and ■■ an in depth wine tasting from the perspective of a Master Sommelier. 8 Lunch with a three-course wine tasting, along with an in-depth presentation from the Santa Barbara Vintners, will be served at the Marriott. Our two co-hosts each achieved the highest recognition from the Court of Master Sommeliers through a lifelong dedication and commitment to the trade. Randall achieved his Master Sommelier (MS) certification in 2005, and not too long after reaching his certification, accepted the General Manager position at Los Altos Golf and Country Club. In his current capacity, Randall manages the beverage program and participates in all levels of the Court of Master Sommelier examinations as well as educational seminars. Steve Poe obtained his MS certification in 2008 and soon after began the task of building one of the best club wine programs and wine cellars in the country, while undergoing the development of a new clubhouse at Big Canyon Country Club in 2009. Steve Poe has successfully elevated the beverage program and wine list, while continuing to mentor many aspiring Sommeliers. Currently, the beverage program at Big Canyon Country Club generates more than $1M in wine sales accounting for 16 percent of every dollar in food and beverage sales. Navigating Organizational Change Moderator: Kevin Carroll, CCM, CCE Change is never easy. When it comes to a leadership change in a club, there are challenges for everyone involved. Join CMAA Chief Executive Officer, Jeff Morgan as well as current club general managers and chief operating officers as they take you through their stories of enacting, reacting to and creating powerful organizational change. Kevin Carroll, CCM, CCE, from the Atlanta Athletic Club will serve as the moderator for the workshop. Learn how to quickly assess your organization, how to engage your new teammates and members as well as how to stay balanced and motivated in tough times. Also hear how to follow a strong leader, how to build team chemistry, how to build processes and accountability. In short, how to build all-star team. Whether you are starting or restarting your tenure at your club, this workshop will help you prepare for and successfully deal with leadership changes throughout your career. CMAA 89th World Conference on Club Management and Club Business Expo Featured Conference Speakers Douglas A. Smith Amy Purdy Doug, a former business leader, is relishing the second half of his life as a teacher, writer and adviser and he benefits from the experiences of others and learns from his own foibles. In his previous life he served as CEO of Kraft Foods Canada, Chairman/CEO of Borden Foods Corporation and Chairman/CEO of Best Brands Corporation. His specific areas of interest are leadership and organizational effectiveness, happiness and well-being, and the skill of dealing with setbacks in life. He works with organizations and individuals, focusing on emerging companies and with CEOs who are eager to learn and enhance their leadership skills and live with greater joy and abundance. Doug’s interest in positive psychology led him to author a book entitled Happiness: The Art of Living with Peace, Confidence and Joy. He teaches an undergraduate course at DePauw University and leads sessions at Canyon Ranch on “The Science and Skill of Happiness.” Doug speaks on both leadership and happiness at conferences and organizations across the country and consults with numerous CEOs. He does not charge for his services, but requires a meaningful contribution to cancer research in return for his work. Likewise, the profits from his book are donated to cancer research. To date, his work and writing has raised more than $1.5 million for this cause. Doug has a BA and an honorary doctorate from DePauw University and an MBA from Dartmouth College. He and his wife Phyllis have two grown sons and live happily in Columbus, OH. Be sure to catch Doug’s presentation at the Opening Business Session on Monday, February 22, at 3:30 p.m. Amy Purdy lost her legs to bacterial meningitis when she was only 19. Originally given less than a 2 percent chance of survival, she beat her odds, battled depression and rose to accept her new reality – but not any limitations. Today, she is the top-ranked adaptive snowboarder in the US, a three-time World Cup Para-Snowboard winner, the 2014 Paralympic bronze medalist and the author of New York Times best-seller On My Own Two Feet. Amy has evolved into a powerful inspirational and motivational speaker who has shared her story with millions of people around the world. She has been a featured presenter at both TEDx and POP Tech. Her TED talk is distributed to new, incoming TED speakers as the number one recommended sample presentation. It has been viewed millions of times and translated into multiple languages. Through poignant and powerful stories, she shows audiences how to use our challenges to push past our limits and live a life without barriers. Top-Ranked Snowboarder. After going through her life-altering experience, Amy challenged herself to attain goals that even those with both legs would struggle to achieve. After being unable to find prosthetics that would allow her to snowboard, she built her own and began snowboarding just seven months later. Three months after a kidney transplant, she entered the USASA National Snowboarding Championship where she won medals in three events. She is the only double-leg amputee competing at the elite world-class level, and she is considered one of the most commercially successful Paralympic/adaptive athletes in the world, having partnered with major brands like Toyota, Pfizer, Coca-Cola, the Hartford, P&G, Duracell, Kelloggs and Element. Losing Her Legs and Living Life With No Borders. After experiencing flu-like symptoms, Amy was rushed to the hospital in a state of septic shock. She www.cmaa.org/conf 9 experienced respiratory and multiple organ failure which caused her to lose circulation to her extremities. She was put on life support and placed into a coma. She needed multiple blood transfusions, lost both kidneys, and had to remove her ruptured spleen. Doctors had to amputate her legs below the knee, and she later received a donated kidney from her father. In 2005, Purdy co-founded Adaptive Action Sports, a non-profit dedicated to introducing people with physical challenges to action sports. AAS was instrumental in getting adaptive snowboarding added to the 2014 Paralympic Games. Dancer, Model, Actress and Designer Extraordinaire. Amy’s creativity, positive outlook, and nevergive-up attitude have opened countless doors. She competed on ABC’s Dancing With The Stars and was the show’s first double amputee contestant. She finished second and joined the short list of contestants to never receive any score lower than an 8. She and husband Daniel Gale also raced around the world on CBS’s The Amazing Race, and she was featured in a national Super Bowl ad for Toyota in 2015. Amy shared her remarkable story alongside Oprah Winfrey, as part of Oprah’s The Life You Want Tour, and she has been featured in a Madonna music video, creative projects for musician Nikki Sixx, 10 and countless magazines including the 2014 ESPN Body Issue and People magazine. She was also a lead actress in the award-winning independent film, “What’s Bugging Seth,” and named one of ESPNW’s “Impact 25” in 2014. Next up on her list is a clothing and cosmetics line. Want to hear Amy’s story? Join her on Tuesday, February 23, at 8:00 a.m. to start your day off inspirationally. Jason Dorsey Jason Dorsey is The Gen Y Guy. He has been featured on 60 Minutes, 20/20, The Today Show and dozens more. His gift is solving tough generational challenges for companies and leaders. Jason has received more than 1,000 standing ovations from as large as 16,000 – all without PowerPoint. He delivers a new take on generations based on his cutting-edge research and ready-to-use actions. He’s funny, too. CMAA 89th World Conference on Club Management and Club Business Expo Josh Linkner A key takeaway: Generations are not a box, but powerful clues that drive measurable results. More sales. Better leaders. Faster innovation. Josh Linkner – who started his career as a jazz guitarist – personifies creativity, entrepreneurship and disruptive innovation. He has been the founder and CEO of four tech companies, which sold for a combined value of more than $200 million. Jason wrote his first bestselling book at age 18 (slight overachiever). His newest bestseller is Y-Size Your Business. He also recorded the acclaimed training programs Managing Across Generations and Insider Secrets for Selling to Millennials. Jason is Chief Strategy Officer at The Center for Generational Kinetics. In this role, he goes behind the scenes with companies – and their data – around the world. These insights enable him to identify emerging trends early, so you can too. Jason won the Austin Under 40 Entrepreneur of the Year Award at age 25 – one of the youngest winners ever. He now serves as a board member for venture-backed and emerging technology companies. And yes, he text messages his mom every day. Watch Jason explain why Gen Y and Millennials are not tech-savvy: www.jasondorsey.com Join Jason and learn more about the Millennial generation on Wednesday, February 24, at 8:00 a.m. Josh is the author of two New York Times Bestsellers: Disciplined Dreaming: A Proven System to Drive Breakthrough Creativity, and The Road to Reinvention: How to Drive Disruption and Accelerate Transformation. He is also the Founding Partner of Detroit Venture Partners, investing in and mentoring more than 100 startups. Josh has twice been named the Ernst & Young Entrepreneur of the Year and is a President Barack Obama Champion of Change award recipient. He is a regular columnist for Forbes, The Detroit Press, and Inc. Magazine. His work on innovation has been featured in The Wall Street Journal, Harvard Business Review, CNN and The New York Times. And yes, he still plays a mean jazz guitar. Learn more about Josh at joshlinkner.com. Don’t miss Josh’s presentation – he’ll be speaking at the Closing Business Session on Thursday, February 25, at 4:00 p.m. www.cmaa.org/conf 11 12 CMAA 89th World Conference on Club Management and Club Business Expo Manager Education Programs Our 90-minute manager education sessions allow participants to earn 1.5 Club Management Institute (CMI) Education Credits per session. Our 60-minute manager education sessions allow participants to earn 1.0 CMI credits. By attending a session in each available time slot, managers can earn as many as 22.5 CMI Education Credits over the course of the week. For full descriptions, visit www.cmaa.org/conf. Unless otherwise noted, all sessions will take place in the San Diego Convention Center. All programs subject to change. Look for speaker names in orange – these educators are new to World Conference. Sunday, February 21, 2016 The Championships – Tennis in an English Garden 2:00 p.m. Martin Guntrip, The All England Lawn Tennis Club Competency Area: Golf, Sports & Recreation Management So You’ve Been at This For a While… Relevance, Transformation and a Breath of Fresh Air Cynthia Mills, The Leader’s Haven LLC Competency Area: Leadership How are you tooling up to be a relevant leader who can take your club into the future? Is what you’ve been doing enough to be successful? Are you a change management master? Do you know the difference between change management and transformation? Where are your board, members and staff in the process? Have you embraced the transition to millennials as the majority of the workforce and soon-to-be board members? As Xers and millennials become your new market, how will you keep them engaged? Are you differentiating your leadership and therefore retaining your employees and members? Have you instilled a coaching culture in your workplace? Has all of this left you gasping for fresh air? Come explore what’s coming at us, assess your leadership capacity, and acquire some tools to assist in leveraging your style and transforming your staff, board, and club for a new era. Facilities: Bane or Gain? Driving Value to the Bottom Line Through a Robust Maintenance Program John Rimer CFM, FM360, LLC Competency Area: Facilities Management An Overview of Financial Statements Mick Nissen, CCM, Sharon Heights Golf & Country Club and Phil Newman, CPA, RSM Competency Area: Accounting & Financial Management 3:15 p.m. If You Can’t Say Something Nice, What Do You Say? Practical Strategies for Positive Staff and Club Member Interaction Sarita Maybin Competency Area: Interpersonal Skills We’ve all been told “If you can’t say something nice, don’t say anything at all.” This high energy presentation based on Sarita’s book provides practical approaches and positive phrases for those times when you need to say something NOT so nice. Learn how to constructively clue in a club member, deflect the negative comment of a well-meaning manager, or let a colleague know that what he or she is doing drives you crazy, without destroying the relationship. www.cmaa.org/conf 13 Fast and Furious: The Government Relations Update Melissa Low, CMAA, and Brad Steele, National Club Association Competency Area: External & Governmental Influences Why Your Club Needs an Unmanned Aerial Vehicle (Drone) and What You Should Know Before You Buy One Joel Roberson, Holland & Knight and Jim Moore, United States Golf Association Competency Area: Golf, Sports & Recreation The Cost of Not Communicating With Your Latino Staff: Five Steps to Instantly Improve Your Club’s Productivity Ed Rosheim, Workplace Languages Competency Areas: Human & Professional Resources, Interpersonal Skills 4:00 p.m. Board Dynamics Dick Kopplin and Kurt Kuebler, CCM, Kopplin & Kuebler, LLC Competency Area: Club Governance In this two-hour session, Dick Kopplin and Kurt Kuebler, CCM, will focus on how to foster a positive and effective dynamic for board and manager relation. This session will be geared towards both managers and their board members. Those attending the Pre-Conference Workshop with a board member are strongly encouraged to attend this program as well. 4:30 p.m. Tis The Season: Special Immigration Law Considerations for Club Managers With a Special Update to the new H-2B Seasonal Visa Regulations Keith Pabian, Pabian Law Competency Area: External & Governmental Influences What is the H-2B visa? Who is eligible for the H-2B visa? How does the government define seasonality in the H-2B visa context? How long does the H-2B visa petition process take? Find out the answers to all of your H-2B visa questions at this session. Keith Pabian is an expert in H-2B visas and will be discussing the nuances of the Seasonal Visa program. He will pay special attention to the new regulations that the government has put in place for the visa program. A Predictive Financial Model of Food and Beverage in Clubs Ray Cronin, Club Benchmarking; Clayton Barrows, Ph.D.; Peter Paul College; and Ed Viera, Simmons College Competency Area: Food & Beverage Management Club Manager Benefit and Retirement Options Allen Haney, The Haney Company Competency Area: Human & Professional Resources What’s New With the CMAA Education Department? CMAA Education Department Staff Competency Area: All 14 CMAA 89th World Conference on Club Management and Club Business Expo Monday, February 22, 2016 Marketing for Clubs That Don’t Want to Market 8:00 a.m. Develop a Junior Golf Program, Create Membership Value and Impact Your Community Through Events Jason Ross, American Junior Golf Association Competency Area: Golf, Sports & Recreation Management The focus of this presentation is to educate clubs on how they can use events to build junior golf programs, create unique membership experiences and impact the local community. Session attendees will walk away with several real world examples on how to enhance their junior golf program and increase participation. Learn new ideas to engage membership which often leads to higher member satisfaction. Attendees will learn how events can impact the local community through fundraising, the impact events have on the local economy and how to engage the community and build relationships. Each club faces different and unique challenges, by learning best practices from an experienced event manager and from piers, managers can expand their knowledge to help achieve goals. Adapt Your Club’s Leadership Communication: Increase Your Influence When Interacting With the Four Personality Styles Vincent Ivan Phipps, Communication VIP Competency Areas: Interpersonal Skills, Leadership Shannon Herschbach, Pipeline Golf Marketing Competency Area: Membership & Marketing The View Christine Pooler, CCM, Merion Golf Club and Marcie Mills, CCM, LedgeRock Golf Club Competency Area: All 9:45 a.m. Connecting to Her Suzy Whaley, PGA, Suzy Whaley Golf Competency Area: Golf, Sports & Recreation Management, Membership & Marketing Join renowned golf professional Suzy Whaley as she makes a compelling case for why women represent such a significant opportunity for the golf industry. In this session, you will gain a better understanding of the female perspective in regards to the game of golf. Suzy will help you identify the barriers that limit female participation in the game. Learn how to create programs women value, how to implement strategies that can be used to tap into this increasingly powerful consumer segment and to own the power of the invite. Ingredients, Ingredients, Ingredients Matthew J. Allnatt, Jonathan Club Competency Area: Food & Beverage Management Boosting Your “I.Q.”: Making Your “Interesting Quotient” A Powerful Plus Gregg Patterson, The Beach Club Competency Area: Interpersonal Skills www.cmaa.org/conf 15 First Class Facility Maintenance “They Didn’t Teach Me That in School” Kevin Carroll, CCM, CCE, and Jimmy Cole, Atlanta Athletic Club Competency Area: Facilities Management Club Activities Panel Moderator: Jeff Morgan, FASAE, CAE, CMAA Competency Area: Golf, Sports & Recreation Management Club Legal and Financial Roundtable Trends and Best Practices for Financing Capital Projects Stephen R. J. Robinson, RSM, and Jerry McCoy, MCM, Clubwise LLC Competency Area: Accounting & Financial Management Moving Off Successfully Stagnant Eric Affeldt, ClubCorp Competency Area: Leadership Robyn Stowell, Sherman and Howard, LLC, and Kevin Reilly, CPA, PBMares, LLP Competency Areas: Accounting & Financial Management, External & Governmental Influences Performance Measurement & Management Phil Newman, CIA, CPA, RSM, and Henry DeLozier, Global Golf Advisors Competency Area: Human & Professional Resources 2:15 p.m. 12:30 p.m. Mixology: Food, Beer & Wine Is Not Enough Matthew J. Allnatt, Jonathan Club Competency Area: Food & Beverage Management Many Successful restaurants focus as much attention on their cocktail programs as they do to their food programs. Old Fashioneds are now “top shelf” and Millennials and Baby Boomers alike want it done right. Jonathan Club’s mixologist and beverage and chief operating officer will present an interactive program showcasing ideas to enhance your club’s food and beverage programs, enhance events and give your members what they want at a great price. Retain Key Staff and Keep Members Happy. Show Appreciation That Doesn’t Cost a Dime to Avoid the High Cost of Turnovers. Vincent Ivan Phipps, Communication VIP Competency Area: Human & Professional Resources Culture of Service – The Zappos Story Erica Javellana, Zappos Competency Areas: Leadership, Human & Professional Resources By developing a company culture and committing to it, you can make a positive change within your organization. Zappos.com has grown their business because of their unique culture and the service they provide to their customers. Zappos Insights’ Speaker of The House, Erica Javellana, will share the Zappos core values system, their approach to customer service and engagement, and how this Culture of Service can be applied to any industry. Key takeaways from this session include: ■■ Insights on defining what your company culture is and committing to it ■■ Incorporate your culture into your daily operations ■■ How empowering employees increases customer satisfaction ■■ Building stronger connections with customers A CMAA Platinum Partner 16 CMAA 89th World Conference on Club Management and Club Business Expo 2016 OSHA Regulations Multi-Campus Club Roundtable Alan Achatz, CCM, CHE, Club Safety Solutions, LLC Competency Areas: External & Governmental Influences, Facilities Management Moderator: Jim Repeta, CCM, CEC, Abilene Country Club Competency Area: All Generating “Heat”: Creating Social “Hubs” That Have The Buzz These 501(c)(7) Club Tax Laws; They Are Confusing Gregg Patterson, The Beach Club Competency Area: Membership & Marketing Mitchell Stump, CPA, Club Book Series Competency Area: Accounting & Financial Management Tuesday, February 23, 2016 Sustainability - Greening Your Clubhouse, Golf Course and Everything In-Between 3:15 p.m. Business Financial Intelligence Paul Butler, Newleaf Training & Development Competency Area: Accounting & Financial Management Imagine a club where everyone on the management team fully understood the income statement, the balance sheet and the statement of cash flows. Imagine a business where everyone acts as if they own the business. What would that do to profits? Investing in the financial intelligence of your employees will help significantly and sustainably improve business results. This highly practical workshop has proved to be tremendously valuable to senior management, sales and operational staff at all levels. In fact, if you think about it, every employee has an effect on business results! Completely tailored to the club industry, this program helps people to better understand the language of business, and how their daily activities impact the club’s money-making model and what they can do to improve results. Leading companies know that business financial intelligence helps build a positive culture of a business within a business. Communicate everything you can to your employees. Once they care, there’s no stopping them. Henry DeLozier, Global Golf Advisors; Rob Fogg, John Deere Golf; David Hamilton, entegra Procurement Services; Mike Jenkins, Landscapes Unlimited; Ryan Yakel, Chambers; Matt Zaremba, E-Z-GO Competency Area: All Club of the Future Award Session Moderator: Jeffrey McFadden, CCM, CCE, Union League of Philadelphia Competency Area: All Member Discipline: Due Process and the Fair Hearing Robyn Stowell, Sherman & Howard LLC, and Gregg Patterson, The Beach Club Competency Area: Leadership The Write Stuff: Does Your Career Have It? Jeffrey Kreafle, Congressional Country Club Competency Area: Interpersonal Skills www.cmaa.org/conf 17 What? Me Worry? Relief From Retirement Plan Fiduciary Anxiety 5:00 p.m. The Why, What, and Who of Social Media for Private Clubs Shanna Bright, Private Clubs Online Competency Area: Membership & Marketing Your members are online, on social media every day. If your club is not present, you are missing opportunities to connect and engage with your members. You are also missing opportunities to drive revenue and achieve financial targets. Attendees will understand why it is essential for private clubs to communicate with members online, what content is engaging, yet maintains exclusivity, and who in the club should be responsible for managing the content plan. We’ll reference current examples, develop sample content in small groups and establish the framework for social media strategy, which can be immediately implemented in your club. Dennis Pearlman, Case Pearlman Corporate Benefits Competency Areas: Accounting & Financial Management, External & Governmental Influences, Human & Professional Resources Idea Fair Best Practices Moderator: TBD Competency Area: All Developing Club Influence With Integrity Moderator & Panelists: TBD Competency Area: Leadership Hire for Attitude, Train for Skills Arte Nathan, The Center for Professional and Leadership Studies at the University of Nevada Las Vegas Competency Area: Human & Professional Resources Wednesday, February 24, 2016 1:15 p.m. Naked Statistics Meets Big Data: Stripping the Dread From the Data Charles Wheelan, Ph.D., Rockefeller Center, Dartmouth College Competency Areas: Accounting & Professional Resources, Leadership “Data are to statistics what a good offensive line is to a star quarterback.” Everyone’s talking about big data. But what we should focus on, instead, is statistics. Data is like a resource—a raw fuel that is abundant, but formless. It’s just there. Statistics are what allow us to turn data 18 into intelligence, into pragmatic action in government, the corporate world, science, innovation, education. Without this interpretive filter, we are left asking bad questions, which leads to bigger bad answers. In this talk, Charles Wheelan turns data on its head, makes it comprehensible, and—with humor and real world examples—shows you how to turn this suddenly “sexy” concept into something actually, and endlessly, useful. His case studies are relatable and resonant: How does Netflix know which movies you’ll like? Why is autism on the rise? How can we catch schools that cheat on standardized testing? How can we become more effective marketers? These are just a handful of examples. He also customizes for various industries, pulling out the newest and most illuminating intelligence. In the end, you’ll come to see how you can exploit the valuable data all around you to solve your thorniest problems. CMAA 89th World Conference on Club Management and Club Business Expo Employee or Independent Contractor? Choose Carefully Saving Dollars by Understanding Your Greens Structure David Whitlock, Whitlock Law, LLC Competency Areas: External & Governmental Influences, Human & Professional Resources David Doherty, International Sports Turf Research Center, Inc. Competency Area: Golf, Sports & Recreation Management The Art of Hiring Smart Jennifer Leake, Assessment Pros LLC Competency Area: Human & Professional Resources Capital Reserves Paul Mueller, Club Capital Planners; Mark Bado, MCM, CCE, The Kansas City Country Club; Eric Dietz, CCM, Interlachen Country Club Competency Area: Accounting & Financial Management Millennials Best Practices Ask CMAA Leadership Jeff Morgan, FASAE, CMAA; Tony D’Errico, CCM, CCE, Westwood Country Club; Jill Philmon, CCM, CCE, Ballantyne Country Club; Robert James, CCM, CCE, CHE, Westchester Country Club Competency Area: All The Callaway Story Moderator: Sarah Bal, CMAA Competency Area: All Chip Brewer, Callaway Golf Competency Area: Golf, Sports & Recreation Management 2:30 p.m. Creating a Positive Work Environment Through Authentic Appreciation Paul White Ph.D., Appreciation at Work Competency Area: Human & Professional Resources Transforming Dysfunctional Boards and Winning the Game of Governance Jeffrey McFadden, CCM, CCE, Union League of Philadelphia; Philip Kiester, Country Club of Virginia and Kevin Vitale; CCM, Baltusrol Golf Club Competency Area: Club Governance Funds continue to be tight in all sectors; as a result, the stress level in workplaces is still extremely high. In spite of the growing numbers of employee recognition programs, employees report reacting negatively to “going through the motions” recognition. Supervisors are frustrated, not knowing what to do to support their staff. Learn the core conditions for individuals to truly feel appreciated, how to empower your staff by giving them thanks in the ways that are meaningful to each individual, and practical ways to overcome the common challenges encountered. www.cmaa.org/conf 19 Micro-Learning 3:45 p.m. Delivering World-Class Service Bryan Williams, B.W. Enterprises Competency Area: Membership & Marketing This session will provide attendees with the knowledge and skills needed to effectively serve their members in a world-class manner. The main focus will be to highlight various tips and techniques to emotionally engage their members. This course focuses on proven concepts and techniques to provide consistently exceptional service that is truly memorable. The goal is for everyone to take away applicable and relevant concepts to apply at their jobs immediately. Topics addressed in this session include: ■■ Customer Service vs. Customer Engagement ■■ Apply the universal service rules ■■ Master the key steps of service ■■ Identifying and enhancing service touch points The Golden Rules for Business Leadership and Personal Fulfillment Damon DiOrio, CCM, CCE, Charlotte Country Club Competency Areas: Human & Professional Resources, Leadership Non-Traditional Sports Panel Moderator: Larry Marx, CCM, Bellerive Country Club; Panelists: Larry Marx, CCM, Bellerive Country Club; Andy Crowe, Forest Hills Country Club; and Justin Maloof, USA Pickleball Association Competency Area: Golf, Sports & Recreation Management 20 Sarah Bal, CMAA Competency Area: All The Power of the Question Daniel M. Denehy, CCM; Christian W. Coulter, CCM; and Kirk Reese, CCM, DENEHY – Club Thinking Partners Competency Area: Human & Professional Resources 5:00 p.m. Your Growth and Opportunities – Political, Economic, and Technological Trends That Will Dominate Your Business Through 2018 Gene Marks, The Marks Group P.C. Competency Area: Leadership The recession is over. Unemployment is down. You know this. Your employees know this. Over the next two years, as your club grows, the issue won’t be about just keeping your costs under control. It will be about watching what’s going on in Washington, taking advantage of new opportunities and being smart about your investments. It will be about capitalizing on the latest trends in technology, cash flow and how to find and motivate the very best people. Gene Marks owns the Marks Group P.C., a highly successful ten-person firm that provides technology and consulting services to small and medium sized businesses based outside of Philadelphia. The Marks Group currently serves more than 600 businesses across the country. Gene is a small business columnist and writes every day on business, politics and public policy for the Washington Post and weekly for Forbes, Inc. Magazine, Entrepreneur and the Huffington Post. Gene also contributes monthly to Philadelphia Magazine. CMAA 89th World Conference on Club Management and Club Business Expo Innovation in Member Recognition – Because Every Member Is a VIP New Overtime Rules Have Dire Consequences for Clubs Jeffrey McFadden, CCM, CCE, Union League of Philadelphia and George Stravos, Pacesetter Technologies Competency Area: Membership & Marketing David Whitlock, Whitlock Law, LLC Competency Areas: External & Governmental Influences, Human & Professional Resources The Art of Hiring Smart (Repeat of earlier session) Jennifer Leake, Assessment Pros LLC Competency Area: Human & Professional Resources “Heavy Lies the Crown” – Club Management in the Non-Equity/For-Profit World Christopher Barron, CCM, Vermont National Country Club Competency Areas: Club Governance, Leadership Thursday, February 25, 2016 How to Win Labor Employment Cases: A Simple Program 8:00 a.m. Arch Stokes, Shea Stokes Roberts & Wagner ALC Competency Area: Human & Professional Resources Change Your Day, Not Your Life Andy Core, Core Wellness Competency Area: Leadership Today’s club environment can have you constantly running 90mph, hair on fire. Tomorrow is going to get faster. The good news is that what you yearn for – more balance in your life – is actually the solution to your “more with less” dilemmas. In this program, you will learn how to better fit work-life balance, health, connection and sustained motivation into your daily life. Andy Core has a master’s degree in the science of human performance and has spent the last 17 years mastering what it takes to become energized, healthy, motivated and better equipped to thrive in today’s hectic society. Core has contributed to improving the overall health of some of America’s most successful companies as well as some of our most unhealthy communities. He is a high-energy, humorous individual who tackles a serious topic and gets results. Hope Is not a Financial Strategy Ruth Engle, Chris Terjesen and Bill O’Brien, Troon Golf Competency Area: Accounting & Financial Management Improving Club Governance With Exceptional Board Practices Michael Bruni, HUB International, and David Chag, CCM, The Country Club Competency Area: Club Governance www.cmaa.org/conf 21 Water Conservation and Sustainability; Planning for Success in an Uncertain Future Larry Marx, CCM, Bellerive Country Club Competency Area: Facilities Management An Affinity for Affinity Groups Moderator: Thomas Wallace, Kopplin & Kuebler, LLC Competency Area: Membership & Marketing Effective Golf Course Management Strategies: An Insider’s Guide to the Politics of Green Committees, Superintendents and Members Brad Klein, Golfweek Competency Area: Golf, Sports & Recreation Management 9:45 a.m. An Entrepreneurs Perspective on Country Club Innovation and Development James B. “Brad” Bradbeer, Lilly Pulitzer Competency Area: Leadership Brad Bradbeer, co-CEO and founder of Lilly Pulitzer, the iconic fashion brand will share his perspectives as an entrepreneur and business leader. He will discuss the opportunities for clubs to leverage the innovation strategies and tactics utilized by branded consumer service and product companies to improve overall club operating performance, member satisfaction and boost employee morale. Board and Committee Orientations Moderator: Kurt Kuebler, CCM, Kopplin & Kuebler, LLC Competency Area: Club Governance Cyber Security Concerns for Private Clubs Frederick Santarsiere, CINO Security Solutions Competency Area: Facilities Management 22 An Affinity for Affinity Groups Moderator: Thomas Wallace, CCM, Kopplin & Kuebler, LLC Competency Area: Membership & Marketing 12:30 p.m. Fitting the Team to the Club Strategy John Young, Former Executive Vice President, Four Seasons Hotels & Resorts Competency Areas: Leadership, Human & Professional Resources A club is like a business with a limited number of “shareholders”, each heavily invested both financially and emotionally. Members’ expectations for personal service and recognition are typically high. The club board and general manager set the strategy to maintain and evolve the resources, operating standards and policies to assure that the “brand,” the service experience and the value attract and retain a strong membership base. In this session, Mr. Young will discuss at how senior club leadership can and should go about pulling together the organization structure, the qualified, motivated team and the “culture” to match the planned development of the club. CMAA 89th World Conference on Club Management and Club Business Expo The Future of Member Wellness Food & Beverage Leadership Without Walls Jeffrey Kohl, Spa & Club Ideations, LLC Competency Area: Golf, Sports & Recreation Management Moderator: Thomas Wallace, CCM, Kopplin & Kuebler, CCM Competency Area: Food & Beverage Management Building Your Brand by Driving Excellence Jim G. James, CCM, Augusta National Golf Club Competency Area: Membership & Marketing Strategic Board Development Daniel M. Denehy, CCM; Christian W. Coulter, CCM; and Kirk Reese, CCM, DENEHY Club Thinking Partners Competency Area: Club Governance The Top Ten Methods of Membership Retention Steve Graves, Creative Golf Marketing and Management Competency Area: Membership & Marketing 360 View of Best Practices: Staff Training, Club Retirement Plans, and Facility Maintenance Moderator: Jeff Morgan, FASAE, CAE, CMAA Competency Area: All 2:15 p.m. Outrunning the Tsunami of Change: Seven Rules of Leadership in a World of Unknowns Rex Miller Competency Area: Leadership How did the 2008 financial crash change your world? Are you prepared for the next surprise? In today’s presentation you will learn the insights that futurists and a few savvy investors saw in 2002 anticipating the 2008 crash. You will also learn a new leadership mindset necessary in a volatile, uncertain, complex and ambiguous world. You will be challenged, awakened and motivated to take on and create your own future. Rex Miller earned undergraduate and master’s degrees as a futurist. He entered consulting after 35 years as a corporate manager and executive. Rex is trained in improv comedy and uses these techniques to enhance his presentations. He is also a certified tennis professional who has coached a hall of fame tennis player, hall of fame golfer, and the US Olympic pole vault team. www.cmaa.org/conf 23 24 CMAA 89th World Conference on Club Management and Club Business Expo Yacht and City Club Manager Education CMAA will once again offer a day with programs specifically tailored towards yacht and city club managers. Yacht Club Concentration City Club Concentration On Wednesday, February 24, sessions developed specifically for managers of yacht clubs will be held at the San Diego Yacht Club. Bus transportation will be provided from the San Diego Convention Center (following the General Education Session) and the club. There is a $75 registration fee for the yacht club program, and includes lunch. The city club specific sessions will take place at the San Diego Convention Center on Thursday, February 25. The sessions will include: The yacht club sessions will include: Pamela Ross, Human Resource Advisors LLC Competency Area: Human & Professional Resources Leveraging the Power of Video Tucker Thompson, America’s Cup TV Host Competency Area: Membership & Marketing In today’s world video is prolific, and there are many varieties of production and distribution that can be utilized. America’s Cup TV Host, Tucker Thompson, has been involved in all forms of video including live TV broadcast, news reporting, event coverage, promotional and instructional videos, and communication, and yacht clubs can utilize each in different and valuable ways. Thompson co-founded T2PTV, a sailing focused video production company, and for the past 15 years he has serviced yacht clubs, major sailing regattas, and event sponsors in over 1,400 online shows and hundreds of productions ranging from promotional videos to America’s Cup TV coverage. Currently a member of six yacht clubs, he has extensive knowledge in the field and can help navigate the sea of options to fit specific needs and budgets with the ultimate goal of delivering targeted and tailored content for club members, managers, event directors, and even sponsors. Navigating the Maze of Employment Regulations in 2016 from the Human Resource Perspective Changes to white collar exemption, overtime rules and minimum wage, paid sick time and a myriad of local employment regulations related to background and criminal checks will become effective in 2016. This session will review strategic considerations for maintaining exempt status vs. reclassifying employees. This session will be an up to the minute status report of these regulatory changes and strategies to implement the new rules in your club Guest Rooms – A City Club’s Golf Course J. G. Ted Gillary, CCM, CCE, and Sean Brown, Detroit Athletic Club Competency Area: Membership & Marketing City Club Trends Frank Vain, McMahon Group Competency Area: All City Club Roundtable Moderator: TBD Competency Area: All Yacht Club Roundtable Moderator: Jack Sullivan, CCM, Competency Area: All Sailing Directors Panel Panelists: TBD Competency Area: All www.cmaa.org/conf 25 Conference Events First-Time Conference Attendee Orientation Whether you’re a new member or have been with the Association for a while and this is your first chance to get to a World Conference, come and hear what the week is all about, ask questions and network with your peers. Professional and Alumnus members and CMAA’s international and allied guests who are attending their first World Conference are encouraged to join the CMAA staff and National Board for an orientation session. This 30 minute briefing will provide a Conference “show and tell” highlighting everything you need to know about and can expect from your time with CMAA in San Diego. The Club Foundation Run With the Presidents Join CMAA President Tony D’Errico, CCM, CCE, on a sunrise 5K along the waterfront. Encourage your family, friends and colleagues to join you in this charity event for a morning of exercise, fresh air and fun. Proceeds from the event will benefit Tee It Up For the Troops and The Club Foundation. All participants will receive a tech t-shirt and refreshments will be served at the finish line. The registration fee is $30 per person. Grab your sneakers – this is an excellent way to get your day started and benefit two great causes. A CMAA Bronze Partner Opening Business Session Attend the Opening Business Session to participate in the business of your Association. Candidates for the CMAA Board of Directors will address attendees in the Candidates’ Forum. Chief Executive Officer Jeff Morgan, FASAE, CAE, will highlight key developments in CMAA’s professional development, membership benefits and club resources. 26 Awards at Conference This year, the Association’s annual awards and recognitions will be handed out throughout the week at Conference. Beginning with the Opening Business Session on Monday afternoon and continuing with the second General Session and the Closing Business Session, achievements, and winners will be recognized in smaller, more distinguished groups. For a full breakdown of the awards and recognitions announced at Conference, please visit cmaa.org/conf. Networking Event at Sea World SeaWorld® is the world’s most premier marine-life park, located on beautiful Mission Bay. Imagine seeing killer whales gracefully swim by or watching an energetic penguin waddle along – all while you network with other club industry professionals and dine on delicious cuisine. You will enter the park under a massive wave sculpture and encounter a beautiful, underwater-themed realm. Featuring four different touch pools, Explorer’s Reef gives guests the opportunity to interact with a variety of fish, including 400 brownbanded and white-spotted bamboo sharks, and more than 4,000 cleaner fish. At Manta and the Shipwreck Reef Café, dine where tropical fish and sea turtles are on display and the lush tropical background creates the perfect setting for any dinner. For those seeking a high-flying adventure, take a ride on Manta or the Skytower Ride. End the evening with a private Shamu Show, with stunning visual effects and dynamic killer whale choreography! Exhilarating adventures, up-close animal encounters, incredible culinary creations and club manager camaraderie will combine to make this Networking Event a memory that will last a lifetime. A CMAA Gold Partner CMAA 89th World Conference on Club Management and Club Business Expo Career Opportunities and Mentoring Showcase Emerging Leader Mixer This job-fair and networking forum is the place where students and managers can gather together to discuss employment and internship opportunities as well as network and discuss goals and mentorship. Even if you do not have a current job opening at your club, managers looking to make an impact on the future leaders in the industry should plan to attend this event (Association Activity credit offered). Register at www.cmaa.org/clubcareers/showcaseapplication.aspx. A CMAA Platinum Partner The Club Foundation Event Join The Club Foundation at the beach for some amazing live music, delicious food and drinks, dancing and entertainment with your friends! We’ll be transforming the ballroom of the Marriott into a tropical getaway. Whether you want to break it down on the dance floor to you favorite tunes or you’re looking for a more relaxing, low-key experience, you are sure to have a fantastic time! Throughout the fun, there will be some unique opportunities to support your Foundation, as well. See you at the beach! Designed for Professional and Alumnus attendees 35 and under, this event encourages participants to forge connections with other emerging leaders in the club industry. Meet and mingle with other professionals in an informal setting. Closing Business Session Join your colleagues for the Closing Business Session featuring Keynote Speaker Josh Linkner as well as the Association awards presentations. Other session highlights will include: ■■ 2016 Board of Director Election and Bylaw Proposition Results ■■ Recognition of the Who’s Who of CMAA including the Chapter of the Year and Excellence in Education award-winning chapters ■■ Farewell address from the 2015-2016 CMAA President, Tony D’Errico, CCM, CCE ■■ Preview of the 90th World Conference and Club Business Expo in Orlando, FL. www.cmaa.org/conf 27 Opportunities Member Services Pavilion Idea Fair The Member Services Pavilion (MSP) is your go-to source for member information at Conference. Staffed by CMAA National Team members, the MSP is where you go to find information on job postings, internships, résumé critiques, coaching sessions, the Idea Fair, and much more. The staff from National Headquarters are on-hand to answer your questions about your Association – and they will work with you to ensure your time at Conference is successful. The purpose of the Idea Fair is to share your club’s best ideas with other managers through a visual medium (i.e., display board). Entries are accepted in 21 operational categories from club events to cost-saving concepts. So start thinking and share your biggest ideas in San Diego. Entry information is available at www.cmaa.org/ideafair/. Career Services Center Housed in the Member Services Pavilion, the Career Services Center is where job posters and seekers will post and view club employment opportunities; benefit from on-site coaching sessions with CMAA Coaches Kevin MacDonald and Shelley MacDougall; and consult with CMAA’s résumé writer, Michelle Riklan, Riklan Resources, LLC. Elections and On-Site Voting While online voting will begin in December, there will be time set aside at the World Conference in San Antonio to vote for your 2016 CMAA National Directors and bylaws amendments. Be sure to read Outlook and visit cmaa.org to learn about your candidates before heading to the polls! ClubSolutions and The Club Resource Center Stop by to learn about the many ways ClubSolutions can help your club operate smoother and more efficiently. You may also view a short demonstration of the Club Resource Center to see how it can be a valuable training tool for your employees and board. CMAA International Wine Society Auctions Each year, the Wine Auctions raise funds for the Wine Society to reinvest in managers education. Individuals can bid and set max bids using their smartphone regardless of their location at the Conference. Don’t have a smartphone? On-site mobile kiosks will be set up for your convenience or you can bid by texting. Stay tuned for updates on this Conference favorite! 28 CMAA 89th World Conference on Club Management and Club Business Expo Helpful Hints for the 89th World Conference on Club Management and Club Business Expo Conference Information All advance communications including confirmations and reminders will be distributed via e-mail. Make sure importantinfo@member.cmaa.org is on your e-mail safe senders list. If you have not been receiving current announcements from CMAA or if you have opted out of any e-mails in the past, please visit the Get Mail page at www.cmaa.org/getmail.aspx to make sure CMAA has your current information. Follow #CMAAConf Be sure that you’re following CMAA on Facebook, Twitter (@cmaa) and Instagram (@clubmanagers) – we’ll be posting important updates, interesting facts, and fun photos in the weeks and months leading up to Conference. Share your Conference excitement with us, too! Just tag CMAA and use the hashtag #CMAAConf – we love to see what you’re up to! Maximizing Your Credits Want to make sure you earn as many CMI credits as possible at Conference? Use these tips: ■■ Attend all sessions. By attending all scheduled sessions of education, you can earn up to 22.5 Club Management Institute (CMI) Education Credits. ■■ Extend your trip and add a Pre-Conference Workshop and earn six CMI credits. ■■ Proceedings Manual and On-Site Guide Session materials for the more than 70 education sessions will be available via the new mobile app designed specifically for World Conference. In addition to speaker materials, you’ll be able to access speaker information; browse maps of San Diego as well as the hotel and convention center; message other Conference attendees; share your Conference experience on social media; and browse the list of exhibitors at the 2016 Club Business Expo. Most importantly, the Conference app will replace the Education Cards filled out after every Education session. In order to earn credit for attending, you must download the application and complete the electronic, in-app survey accompanying the corresponding session. Don’t worry – more information about this process will be available as Conference gets closer, so be on the lookout for learning opportunities in the coming months. We are looking forward to bringing CMAA into the future and making the transition as seamless as possible. Instructions for downloading and using the application will be available online at www.cmaa.org/conf in January. Dress Code All Education Sessions: Business Casual Register for a Full Member Registration. This registration category earns 12 Association Activity Credits, the most of any category. Opening and Closing Sessions: Jacket Required Networking Event: Casual, Dress for Outdoor Temperatures www.cmaa.org/conf 29 Club Business Expo San Diego Convention Center, Sails Pavilion The Club Business Expo spotlights products and services of interest to the entire club and hospitality industry. Tuesday, February 23, 2016, 9:00 a.m. – 3:00 p.m. This event provides a cost effective way for you to: Wednesday, February 24, 2016, 9:30 a.m. – 1:00 p.m. ■■ Find new products and services to improve performance; ■■ Learn about new trends and innovations that will benefit your bottom line; ■■ Find current information to guide and validate your future purchasing decisions; and ■■ Meet face to face to discuss a potential purchase. Start planning your Expo experience in advance. Learn more at www.cmaa.org/conf. 30 CMAA 89th World Conference on Club Management and Club Business Expo Registration and Housing Registration There are three convenient registration options: CMAA has multiple registration options to meet our attendees’ needs. 1. Online via Credit Card: Visit www.cmaa.org/conf. Full Registration: Entitles attendee access to all business and education sessions, the Club Business Expo and CMAA Networking Event. Education-Only: Entitles attendee access to all business and education sessions and the Club Business Expo. Social event tickets must be purchased separately. Express Education: Entitles attendee access to one full day of education sessions on Monday, February 22, Wednesday, February 24, or Thursday, February 25 only. Business Access: Entitles attendee access to the Club Business Expo, Opening Business Session and Closing Business Session only. Significant Other: CMAA has revamped the former spouse registration category for the 2016 World Conference. Specifically designed for spouses/companions of attending club professionals, registrants will have access to the Opening and Closing Business sessions, the general education speaker sessions, the Club Business Expo and all daily Conference education sessions (on a space-available basis; priority seating for CMAA members). CMAA members/club professionals are not eligible to register in this category. This registration category includes a ticket to the Networking Event at SeaWorld on Monday evening. Please note: a separate ticket to attend the Live at the Beach! Club Foundation event on Tuesday evening must be purchased separately. Significant others can now do their own networking! Meet new friends or connect with familiar faces at the brunch and education program on Tuesday morning. Kevin MacDonald, CMAA’s success coach and founder of Clarity Success Coaching, will present a powerful program about living your life with passion and balance. Confirmation notices are e-mailed to registrants instantly when using this fast, easy method. 2. By Check via Mail: Individuals registering by mail should use the forms beginning on page 34. Registration must be received by February 10, 2016. 3. On-site: Attendees registering on site may pay by cash, check, American Express, Discover, Visa or MasterCard for registrations and/or additional/individual tickets. Housing Marriott Marquis San Diego Marina Rates: $268 Standard $290 Bay View $318 City View Concierge $340 Bay View Concierge Suites vary Housing Reservations: Online at www.cmaa.org/hotel or call (888) 789-3090 (24 hrs a day). Room reservations will be handled by the Marriott Passkey reservation system. The hotel will not take reservations directly. Deadline: February 3, 2016. After this date, requests for changes and new reservations will be accepted on a space-available basis only with no guarantee that the Conference rates will apply. www.cmaa.org/conf 31 Registration Categories Registration Categories Registration categories have beendeveloped developed to to meet scheduling needs. Be sure taketoadvantage of the discounted Registration categories have been meetattendees’ attendees’ scheduling needs. Be to sure take fees applied to all registration categories prior to January 20, 2016. advantage of the discounted fees applied to all registration categories prior to January 20, 2016. Association Activity Credits Education Session ** (Availability of up to 22.5 CMI Education Credits) Proceedings Manual Access Education Sessions Audio Recordings Opening Business Session (2) General Education Sessions Full Member 12 3 3 3 3 3 Full Member Without CF event 12 3 3 3 3 3 Full Non-Member 12 3 3 3 3 3 Full Non-Member Without CF event 12 3 3 3 3 3 Significant Other of Member n/a 3 3 3 Significant Other of Non-Member n/a 3 3 3 Education-Only* 8 3 3 3 3 Express Education Monday, February 22 Wednesday, February 24 Thursday, February 25 n/a 3 on days indicated 3 3 Retired Member n/a 3 3 3 3 Significant Other of Retired Member n/a 3 3 3 Student Member 2 3 3 3 3 Student Chapter Faculty Advisor n/a 3 3 3 3 Faculty Registration n/a 3 3 3 3 Business Access 4 Chapter Managing Director n/a Expo Only n/a Children Under 16 ID Badge n/a Category 32 3 3 3 3 CMAA 89th World Conference on Club Management and Club Business Expo 3 3 Tax Deduction Tax Deduction Education expenses incurred to maintain or improve skills required by an individual in his or her employment are tax deductible. Education expenses incurred to maintain or improveand skills required individual his or herhome employment Education expenses include tuition, books, local transportation travel, meals by andan lodging whileinaway from when the are tax Education expenses include tuition,1.135-5). books, local transportation and travel, meals and lodging while away trip isdeductible. primarily to obtain education (Treasury Regulation from home when the trip is primarily to obtain education (Treasury Regulation 1.135-5). Club Business Expo Networking Event The Club Foundation Event Closing Business Session Discounted Registration Fee Before January 20 Registration Fee After January 20 3 3 3 3 $1,165 $1,265 3 3 3 $990 $1,090 3 $1,415 $1,515 3 3 $1,240 $1,340 3 3 $400 $500 3 3 3 3 3 3 3 3 3 $500 $600 3 $850* $950* $425 $475 Express Education – Designed for time-constrained attendees, Express Education offers a full day Express Education – Designed of education for attendees. The for time-constrained attendees, Express Education Badge also Express Education one full grants you access to offers the Club Business Expo and for the attendees. Closing day of education Business Session. The Express Education Badge also grants you the Club *Discounted rate access of $650to (before Business Expo and the Closing January 20, 2016) or $750 (after January 20, 2016) applies for third Business Session. registered member from the same club facility. *Discounted rate of $625 (before January 22, 2016) or **Pre-Conference Workshops $725 (after January 22, 2016) are not included in any registration category. applies for third registered member from the same club facility. **Does not include Pre-Conference Workshops 3 3 3 $250 $275 3 3 $125 $150 3 3 $195 $245 3 3 $0 $0 3 3 $150 $200 3 3 $100 $100 3 3 $250 $350 3 $25 $25 3 $0 $0 www.cmaa.org/conf 33 a World Conference on Club Management nd usiness Exp Club B o Club Managers Association of America 89th World Conference on Club Management and Club Business Expo Registration February 21-25, 2016 • San Diego, CA Please photocopy this form for your records. You will receive an acknowledgement of your registration within two weeks after receipt at the CMAA Headquarters. Registrations must be received by the CMAA Headquarters by February 10, 2016. After this date, you must register on site. PLEASE PRINT OR TYPE Date: ____________________________ Membership ID: ________________________________________________ CCM CCE MCM Non-Member Name: _________________________________ Nickname (for badge): __________________________ Club or Business: ___________________________________ Address: _________________________________________________ City/State/ZIP: _________________________________________________________________ Phone: _____________________________ E-mail: _____________________________________________ Twitter Handle: @ _______________________________ Please check here if this is your first CMAA Conference. Please check here if you will require assistance due to a disability. REGISTRATION CATEGORIES Discount Before 1/20/16 Full Member LUE $1,165 BEST VA With Club Foundation Event W/O Club Foundation Event $990 FULL REGISTRATION: Entitles manager access to all business and education sessions, the Club Business Expo and CMAA Networking Event at SeaWorld. After 1/20/16 With Club Foundation Event W/O Club Foundation Event SIGNIFICANT OTHER REGISTRATION: Entitles individual access to specially arranged brunch with speaker, Discount Before 1/20/16 CMAA Networking Event at SeaWorld, After 1/20/16 Club Business Expo and all business and general sessions. c c $1,265 $1,090 Significant Other of Member* $400 $500 Full Non-Member $1,415 $1,240 Amount $ _______________ $ _______________ $1,515 $1,340 Significant Other of Non-Member* $500 $600 $ _______________ $ _______________ Amount SUBTOTAL $ _____________ $ _______________ $ _______________ *CMAA members/club professionals are not eligible to register in this category. Significant Other Full Name: ________________________________________________________________________________ Significant Other Nickname (for badge): ______________________________________________________________________ OTHER REGISTRATION CATEGORIES: (Social functions are not included in any of the following registration categories.) Discount Before 1/20/16 Education-Only Third or More Member Attendee from Same Club Education-Only After 1/20/16 $850 $950 $ _______________ $650 $750 $ _______________ Express Education. Please check one: Monday, February 22 OR Wednesday, February 24 OR $425 $475 $ _______________ Retired Member $250 $275 $ _______________ Significant Other of Retired Member $125 $150 $ _______________ Student Member $195 $245 $ _______________ Student Chapter Faculty Advisor (one per student chapter) $0 $0 Faculty Registration $150 $200 $ _______________ Business Access (Allows access to Expo and Business Sessions Only) $100 $100 $ _______________ Expo Only $25 $25 Chapter Managing Director $250 $350 $ _______________ Children Under 16 ID Badge (will not permit access into education sessions) $0 $0 $ _______________ Thursday, February 25 Child’s Name: __________________________________________________________ SUBTOTAL $ _______________ TICKETS TOTAL (from next page) $ _______________ GRAND TOTAL $ _______________ Nickname: _______________________________________________ Age: _________ All cancellations must be in writing and received at CMAA National Headquarters by February 10, 2016. Submit at www.cmaa.org/cancelevent.aspx METHOD OF PAYMENT: • MAIL Check Payments (payable to CMAA) to: Club Managers Association of America, PO Box 1918, Merrifield, VA, 22116-1918 • ONLINE via Credit Card: visit www.cmaa.org/conf. Please note: credit cards can only be accepted online; credit cards will not be accepted by telephone, fax, mail or e-mail for security reasons. CONF 16 World Conference on Club Management a nd usiness Exp Club B o Additional/Individual Ticket Order Form (Please refer to previous page for reference of events already included in registration.) • Additional/Individualticketsaleswillenablemember/non-membermanagersandspouses/gueststoattendactivitiesatConferencewhenpurchasing a registration category other than FULL REGISTRATION. You may find it desirable to purchase individual tickets for spouses, children or guests. • Youarestronglyencouragedtopurchaseadditional/individualticketsin advance of your arrival at the Conference to avoid late charges and ensure attendance at the social functions. To order tickets now, mark the appropriate space(s) on the form below and indicate the number of tickets you wish to purchase. If you plan to purchase tickets at Conference, please see the on-site purchase deadline noted under each event below. • Additional/Individualticketpricesmayincludethecostofthefollowingitems:foodandbeverageforreceptionsandmeals;themedecorationsand special effects; musicians and/or other entertainment; audio/visual equipment including lighting and amplification for special staging; speaker fees; table decorations/florals; photography; special table/event programs; mandatory taxes and service charges; and transportation to and from certain events. • Ticket orders must be postmarked no later than January 20, 2016, to take advantage of discounts. After February 10, 2016, tickets must be purchased on site. • Tickets may be purchased on site using cash, checks, American Express, Visa, MasterCard or Discover. • NO REFUNDS WILL BE GIVEN FOR TICKETS PURCHASED INDIVIDUALLY TO ANY CONFERENCE SOCIAL EVENT, EXCEPT UNDER EXTENUATING CIRCUMSTANCES. Cost of Tickets Each Adult Before 1/20/16 Cost of Tickets Each Adult After 1/20/16 Cost of Tickets Cost of Tickets Each Child Aged 3-9 Each Child Aged 3-9 Before 1/20/16 After 1/20/16 1. Networking Event – SeaWorld Monday, February 22, 2016 (Purchase by 12:00 noon, Monday, February 22, 2016) _____@$210 _____@$235 _____@$160 2. The Club Foundation — “Run With the Presidents” Monday, February 22, 2016, 6:30 a.m. (Purchase by morning of event) Check one of each: _____@$30 _____@$30 1. Male 2. 5K Run 3. T-shirt Size: Female 1.5 mile walk Small Medium Large 3. The Club Foundation Event Tuesday, February 23, 2016 (Purchase by 12:00 noon, Tuesday, February 23, 2016) _____@$175 _____@$175 4. Emerging Leader Mixer (35 Years and Younger; No Students) Wednesday, February 24, 2016 6:30 p.m. – 8:00 p.m _____@$75 _____@$75 ______ @ $______ ______ @ $______ Total Number and Amount of Tickets Purchased Extra Large _____@$185 Extra Extra Large _____@$75 (under 16) _____@$75 (under 16) ______ @ $______ ______ @ $______ Cancellations/Refunds Cancellation of full registration categories will be accepted until January 20, 2016, with no penalty. A refund of the full conference fee – minus a 25 percent penalty – will be given for cancellations received by February 10, 2016. No refunds will be granted for requests received after February 10, 2016. All registration cancellations and refund requests must be made in writing. To be valid, submit all requests to CMAA Registration at www.cmaa.org/cancelevent.aspx. CMAA reserves the right to assess a $50 penalty fee if requests are made to change to a lesser registration category. No refunds will be issued for the following registration categories: Business Access, Expo-Only or Faculty, at any time. CMAA regrets that refunds will not be given for no-shows. Substitutions are gladly accepted; substitutions of registrations are permitted prior to the Conference and on site. Only one substitution is permitted per original registrant. The individual submitting the substitution request is responsible for all financial obligations (any balance due) associated with the substitution. Badge sharing, splitting and reprints are strictly prohibited. TOTAL TICKETS CHARGE $ _____________ Please include this total for individual tickets on the Conference registration form. CONF 16 Pre- and At-Conference Workshop Registration February 19-21, 2016 • San Diego, CA Registrations will be processed as received and only with full payment. Please note: Registration for Pre-Conference Workshops is separate from Conference registration. Participants are limited to one workshop per day. PLEASE PRINT OR TYPE Date: ____________________________ Membership ID: ________________________________________________ CCM CCE MCM Non-Member Name: _________________________________ Nickname (for badge): __________________________ Club or Business: ___________________________________ Address: _________________________________________________ City/State/ZIP: _________________________________________________________________ Phone: _____________________________ E-mail: _____________________________________________ Twitter Handle: @ _______________________________ Please check here if you will require assistance due to a disability. SELECT ONLY ONE CLASS PER DAY Friday, February 19 – Sunday, February 21, 2016 The Bicycle Chautauqua “Does” San Diego: Riding, Reflecting and Pursuing the CCM Mission Member/Non-Member (Received by 1/20/16) Member/Non-Member (Received after 1/20/16) _____@$150/$250 _____@$200/$300 Executive Leadership at a Higher Level _____@$400/$500 To participate in this workshop, the attendance of a president or board member from your club is required. _____@$450/$550 Sunday, February 21, 2016, 7:30 a.m. – 3:30 p.m. Name of Attending Club President or Board Member: ______________________________________________ Strategic Planning That Matters... Interactive and Hands-On Case Studies _____@$300/$400 _____@$350/$450 Navigating Organizational Change _____@$300/$400 _____@$350/$500 Wine Society Workshop _____@$350/$450 _____@$400/$500 _____@$75 _____@$75 Wednesday, February 24, 2016, 10:00 a.m. – 5:00 p.m. Yacht Club Managers Education Day This is not an official CMI Workshop. Further Workshops to be announced. GRAND TOTAL $ _______________________ No workshop cancellations will be honored after February 10, 2016. Cancellations/Refunds Pre-Conference Workshop Cancellation/Refunds: Cancellation of workshop registrations will be accepted until January 20, 2016, with no penalty. A refund of the workshop fee – minus a 25 percent penalty – will be given for cancellations received by February 10, 2016. No refunds will be granted for requests received after February 10, 2016. All workshop cancellations and refund requests must be made in writing. To be valid, submit all requests to CMAA Registration at www.cmaa.org/cancelevent.aspx. CMAA regrets that refunds will not be given for no-shows. Substitutions of workshop registrations are permitted until February 20, 2016. The individual submitting the substitution request is responsible for all financial obligations (any balance due) associated with the substitution. METHOD OF PAYMENT: • MAIL Check Payments (payable to CMAA) to: Club Managers Association of America, PO Box 1918, Merrifield, VA, 22116-1918 • ONLINE via Credit Card: visit www.cmaa.org/conf. Please note: credit cards can only be accepted online; credit cards will not be accepted by telephone, fax, mail or e-mail for security reasons. CONF 16 Partners PLATINUM PARTNERS Enrich Professional Development CMAA’s Corporate Alliance Partners GOLD PARTNERS enrich the quality programming available to members at the World Conference on Club Management; Leadership/Legislative Conference; Mid-Management Conference; and Business Management Institutes and more. Since 2007, our partners’ pledges have resulted in: • $108,000inChapterWorkshop SILVER PARTNERS Grants • $270,000incareercoaching services • $360,000incertification assistance By supporting our partners, we continue to advance and strengthen our profession and BRONZE PARTNERS industry. Learn more at www.cmaa.org/partnerships. www.clubfoundation.org/partners 1733 King Street Alexandria, VA 22314 (703) 739-9500 cmaa@cmaa.org www.cmaa.org/conf • www.facebook.com/mycmaa www.twitter.com/cmaa • #cmaaconf