OSAE Executive News Summer 2021

TIME TO RECONNECT & LEARN
Attend. Network. Learn.
COMMUNICATION & CUSTOMER SERVICE
THE KEYS TO SUCCESS FOR YOU & YOUR ORGANIZATION
ExecutiveNews
The Official Publication of the Ohio Society of Association Executives | Volume 27 | Issue 2 |Summer 2021
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2 OSAE.ORG

OSAE
2021
ANNUAL
CONFERENCE:
The Value of Communicating
While Addressing Members’ Impact Points
Executive News is published quarterly
by the Ohio Society of Association Executives
1335 Dublin Rd., Ste. 224A,
Columbus, Ohio 43215
PHONE
WEBSITE
EMAIL
614-824-4054
www.osae.org
osae@osae.org
The opinions expressed herein are those of the
authors and do not reflect the opinions of OSAE.
The subscription rate for members is $12, which is
included in the dues. Editorial contributions in any
area of association management are welcome.
Articles accepted for publication are subject to
editing by OSAE. Advertising accepted on a space
availability basis. Contact Katie White at the Wyman
Company for further advertising information.
STAFF
JARROD A. CLABAUGH, CAE
President & CEO, OSAE, OSAE Foundation
MARTHA MATTSON, CTA
Manager, Membership and Programs
OFFICERS:
CHRISTOPHER HENNEY, CAE
Chair, The Ohio AgriBusiness Association
MICHAEL O’TOOLE, CAE
Vice Chair, The Columbus Dental Society
TONY VETTER, CDME
Treasurer, Downtown Bowling Green Special Improvement
District & The Downtown Foundation
DEBORAH TRZECIAK, CPA, CAE
Immediate Past Chair,
Ohio Association of School Business Officials
DIRECTORS:
BRADIE BERRY
The Ohio Trucking Association
CONTENTS
SUMMER 2021
JENN BERRY
Saling Simms Associates
SCOTT BROWN
Columbus Rotary Club
JAMES CHAKERES
Ohio Poultry Association
MARY CIESA
Industry Partner/Foundation Board
HEATHER COWLES, CAE
The American Society for Nondestructive Testing
DENISE ISON-MILLER, CAE
The Ohio Society of CPAs
LAUREN MANSON, RHIA
Ohio Health Information Management Association
JON MELCHI
Building Industry Association of Central Ohio
LANCE WOODWORTH
Destination Toledo
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Katie White at kwhite@thewymancompany.com
FEATURES
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6
10
WHAT MAKES ATHENS COUNTY THE
PLACE TO BE?
Discover what waits for you at the OSAE
2021 Annual Conference located in
majestic Athens County, Ohio.
WELCOME TO ATHENS COUNTY
This article highlights many of the great
facts and features that are nestled in
the host county of our 2021 annual
conference. Athens is the place to be!
THE OSAE 2021 ANNUAL
CONFERENCE PROGRAM
Scan through this informative list to
see all the great topics, presenters
and knowledge lessons being offered
to conference attendees.
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PLEASE CONSIDER DONATING AN
ITEM TO THE OSAE 2021 AC BROWN
BAG RAFFLE
Through this fun and competitive
program, members are able to buy
raffle tickets with funds supporting the
future of Ohio’s association community
and the OSAE Foundation.
AN EXAMINATION OF THE BIDEN
ADMINISTRATION’S FAR-REACHING
TAX OVERHAUL
An insightful article brought to
OSAE by Clark Schaefer Hackett on
how tax changes could impact your
members and your organization.
DEPARTMENTS
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3
18
21
CHATTING WITH THE CHAIR
YOUR FINANCIAL NEWS
OSAE NEWS
EXECUTIVE VIEWS
Advertisements and listings in this publication are provided
as a public service to readers. OSAE and Dancor Solutions
are not responsible for errors or omissions; inclusion does
not constitute an endorsement or any recommendation.
All information is subject to change.
Cover photo by: Athens County Convention and
Visitors Bureau Photographer - Joel Prince
EXECUTIVE NEWS Summer 2021
1

CHATTING WITH THE CHAIR
WE CAN’T WAIT TO SEE YOU IN
BY OSAE CHAIR CHRISTOPHER HENNEY, CAE; OHIO AGRIBUSINESS ASSOCIATION
HENNEY
I
f you have not yet marked your calendar, be sure
to save July 21 – 23, 2021 for the OSAE 2021
Annual Conference at Ohio University in Athens
County, Ohio. I know I am looking forward to it!
OSAE has a long tradition of putting together solid events
with first-class speakers and content. I certainly learn from
the programming, but what I really find beneficial is the
connections I make with peers in our industry.
OSAE makes that happen! Not only through their
annual conference, but through a number of programs
and events. These include the CEO Dialogue Roundtable,
Association Coffee Talks and the Quarterly Meetings
& Workshops. OSAE events provide outstanding
opportunities to network and strengthen connections to
Ohio’s association professionals. I know it has helped
me immensely. Specifically, I have developed a network
of peers that I can bounce ideas off and learn from
their experiences.
Participating in OSAE isn’t just about what you get
out of it though; it also is what you are able to contribute
in order to help your peers and our association industry
as a whole – whether you are the long-time CEO or
brand new to the association world. I encourage you to
engage and participate.
I don’t know about you, but I get excited every time
I see an OSAE event on my calendar. Whether it’s
a CEO Dialogue, quarterly meeting or the annual
conference, I know I’m always going to walk away with
a new perspective, insight or best practice to take back
to my association.
Take, for instance, the 2020 OSAE Annual
Conference, held virtually last August. In addition to the
great content presented during the conference, I gained
valuable insight on how to host a fully virtual conference.
This insight helped guide OABA’s own virtual industry
conference, held successfully in January 2021.
The opportunity to come together as association
experts is one of OSAE’s greatest benefits, as it allows us
to share our challenges and triumphs for the betterment
of all. While it is valuable to take something away from
an OSAE gathering, it is even more important to give
something back. No matter how long you’ve been active
in the association community, you possess valuable
insight that can help another association professional
overcome a challenge they face. I encourage you to
explore all available opportunities to engage with your
fellow association professionals, to build your own
network of peers from which to share ideas and learn
from their experiences.
There’s no greater time to get started in building your
network than the upcoming OSAE Annual Conference,
held July 21 – 23, 2021 at Ohio University in Athens
County, Ohio. I know I am looking forward to it and
I hope to see you all there, too!
2
OSAE.ORG

YOUR FINANCIAL
OSAE TITANIUM SPONSOR
SALING SIMMS ASSOCIATES, INC.
WHO KNEW A PANDEMIC
WOULD SEND MARKETS
SOARING?
BY PEGGY N. SLAUGHTER, CFP®, CRPS®, AIF®, CPFA
Retirement Plan Consultant, Saling Simms Associates
Just like the Brood X cicadas, we find ourselves emerging from
hibernation. I know hasn’t been 17 years but by the time we see you in
July at the conference, it will have been 17 months! While we were all
focused on how to work and function in a totally new way, the markets
were also reacting to new forces at play.
Between Feb. 12, 2020, and March 23, 2020, as news of COVID
rapidly spreading across the globe took over our psyches, the S&P 500
Index (representing 500 large U.S. companies and often indicative of
trends across all U.S. stock markets) fell a gut-wrenching 34 percent.
Many investors, fearing the bottom would fall out, panicked and moved
their funds to cash. Unfortunately, if they stayed out of the market, they
locked in that loss and missed out on an amazing rebound.
For the period March 23, 2020, through May 31, 2021, the S&P 500
was up an astounding 88 percent. This, in the midst of a global recession,
a lock-down causing tremendous job losses and the terrible news of
hundreds of thousands of lives lost due to this virus. How did that happen?
While the travel industry, restaurants and brick-and-mortar retail
stores took the brunt of the downfall, other sectors of the economy
were booming. Tech stocks led the charge, with everyone bustling to
upgrade both hardware and software to move swiftly to work-fromhome
status. Delivery services, such as Amazon, could not keep up
with orders. Housing markets surged as the Federal Reserve kept
interest rates near zero and the desire for more “workspace” outside
of cities drove demand. Spending on games, toys, televisions, jewelry,
alcohol and lottery tickets were all up by double digits.
So, where do we go from here? With inventories being depleted by
strong consumer purchasing and supply chain disruptions leaving many
items out of stock, inflation is beginning to rise. The Fed has a long-run
inflation target of 2.3 percent and has signaled increasing interest rates
if inflation exceeds this level. While U.S. inflation is at its highest in 13
years, the general consensus is that this increase is transitory and will
slow down as stores are able to restock and consumers get past their
post-pandemic buying frenzy.
In general, the U.S. economy remains in a very strong recovery. While
the pandemic temporarily interrupted what has been a bull market in
stocks since coming out of the financial crisis in March 2008, we think
there is still room for markets to provide solid growth over the coming years.
We are looking forward to the annual conference in Athens. It will
be so good to see your smiling faces! Be sure to attend my session
“Pitfalls of Operating a 401(k) Plan – Do You Know What You Don’t
Know?” and Jim Saling’s session “The Pandemic Fiduciary,” both with
the goal of helping reduce fiduciary liability exposure for associations
and their boards. Don’t forget to stop by our booth to learn more about
the OSAE Members’ 401(k) Exchange Plan. Contact me at peggy.
slaughter@salingsimms.com or call us at (614) 841-1881 for more
information. I look forward to hearing from you!
Peggy Slaughter is a retirement plan specialist at
Saling Simms Associates and has been working
with Association retirement plans for over 20 years.
Investment advisory services offered through Saling Simms Associates,
7965 North High Street, Suite 130, Columbus, Ohio, 43235, 614-841-1881.
To learn more about OSAE Titanium Sponsor Saling Simms Associates, please visit their website at www.raymondjames.com/salingsimmsassociates.
*J.P. Morgan Guide to the Markets, Data as of December 31, 2018. S&P 500 is an unmanaged index of 500 widely held stocks, generally considered representative of the U.S. stock market. Any opinions are
those of Peggy Slaughter, not necessarily those of Raymond James, and are as of this date, subject to change without notice. There is no guarantee statements, opinions or forecasts provided herein will prove correct.
Investing involves risk; you may incur a profit or loss regardless of strategy selected. Keep in mind individuals cannot invest directly in any index. Diversification and asset allocation do not ensure profit or guarantee
against loss. Past performance does not guarantee future results. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Saling Simms
Associates, 7965 North High Street, Suite 130, Columbus, Ohio, 43235, 614-841-1881. Saling Simms Associates is independent of Raymond James Financial Services.
EXECUTIVE NEWS Summer 2021
3

What Makes Athens County the Place to Be?
By Mary T. Ciesa, OSAE 2021 Annual Conference Liaison and OSAE/OSAE Foundation Board Member
A
s the liaison for this year’s OSAE annual
conference, I get the fun job of telling you why
should be a part of this great conference: First –
it’s the first time most of us will have been in the same
room (Zoom doesn’t count) since December 2019
when we gathered for the OSAE
Foundation Holiday Luncheon and
Silent Auction. The second reason is
even simpler: Check out the schedule
of speakers and educational offerings!
Frankly, I am glad this has been my
job: It’s simple to do and there is really
CIESA
is little reason why you shouldn’t be
joining us in Athens County this year!
When I look back on all the years I’ve been a
member of OSAE, I am amazed at the relationships
and connections that the organization has helped me
make both professionally and personally. Let’s face
it: Last year created new obstacles and challenges
for many of us, myself included. But we’re coming to
the end of the pandemic, and this annual conference
will allow us to gather with our peers, learn from
and alongside our friends and did I mention go to
Athens for the first time in the organization’s 83-year
history? For those who know me, when I do anything,
I make a full commitment. If I am willing to put my
name on something, then I want to have ultimate
pride in the product – that includes my career – and
my involvement with OSAE. I value the friendships,
resources and family I receive with my membership.
I hope to see you make a similar investment.
Learn.
I am committed to lifelong learning and belonging to an
industry that affords me opportunities to grow and learn more.
I attend OSAE’s annual conference every year because the
conferences provide high-quality education – at a great price!
In 2021, every dollar counts. This year, we are offering
15 breakout sessions, in addition to four general sessions
taking deep dives into issues all businesses are facing in this
ever-changing marketplace. You will find no greater return
on your investment than when you attend OSAE’s
annual conference.
Connect.
Organizations face a changing landscape every day and no
one understands your concerns like someone who is facing similar
ones. For three days in July, you will be surrounded by your peers,
and you will have the opportunity to ask questions, seek guidance
and share best practices. You will come away with answers and
solutions that you can’t find in a Google search.
Did I mention the annual conference is fun? While we
gather throughout the year for other education opportunities,
the annual conference is the largest gathering of the association
community in Ohio – and you don’t want to miss out. This is
your chance to meet, network and connect with the industry’s
movers and the shakers – and for them to meet you.
Inspire.
Hands-on learning always creates opportunities to inspire
and drive innovation. This year’s conference is so different.
What is different is that we’re traveling to a great location
that’s different than anywhere we’ve ever called “home” for
the annual conference. While we largely come to the annual
conference every year for the education and the networking,
we also realize it’s important to recognize the needs of the
community that is opening its doors to our group. You’ll find out
about many ways you can help strengthen Athens County while
you’re at this year’s meeting.
THANK YOU.
We are grateful to Athens County CVB
for putting together our evening event on
Thursday, July 22 and for creating a tour
on Wednesday that we can use to both
build relationships with each other and
provide a “thank you” to Athens County
and its business leaders. Thank you to
our wonderful committees for putting
together such a great program. Trust me
when I say your hours of work are very
much appreciated. And thank you to our
tremendous OSAE staff team. We know
how hard they work – and, because of
what we know, they have to do it under
our microscope
I do hope you will join me in Athens in
July. The 2021 annual conference is right
around the corner. Make sure to register
early to get the early-bird discount!
SEE YOU IN
4
OSAE.ORG

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WE PROVIDE YOU WITH ALL THE TOOLS YOU NEED
FOR A SUCCESSFUL EVENT
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Spacious and Comfortable Accommodations • Restaurant, Pub, and Garden Patio
Fitness Center • WiFi • Free Parking
Dedicated Event Professionals
Contact our sales team at 419.772.4112.
We’ll make your next meeting a successful and memorable one.
401 W. College Avenue | Ada, OH 45810
P 419.772.2500 | innatonu.com
EXECUTIVE NEWS Summer 2021
5

WELCOME TO
ATHENS COUNTY
, ,
Your host CVB for the 2021 Annual Conference
GET READY FOR A GREAT TIME AS THIS YEAR’S OSAE ANNUAL CONFERENCE HOST INVITES ALL OF OSAE TO
SOUTHEAST OHIO FOR THE VERY FIRST TIME IN THE ORGANIZATION’S 83-YEAR HISTORY.
Tucked into the corner of southeast Ohio, Athens County offers a break from the regular hustle of life. Visitors will discover what its residents
have known for centuries: take time to embrace the peaceful moments, escape to the surrounding countryside and breathe in the fresh air. In this
rural part of Ohio, you can follow trails less traveled and discover an adventure around every corner. The Athens County CVB is committed to
its mission to promote the region as a destination for tourists, strengthens the Visit Athens Ohio brand locally and nationally all while creating
economic development through the business, leisure and group markets.
WHAT DO YOU KNOW ABOUT ATHENS COUNTY?
The county was formed in 1805 from Washington County. Because
the original state university (Ohio University) was founded there in
1804, the town and the county were named for the ancient center
of learning: Athens, Greece. Historically, the first large-scale industry
was salt production. Coal mining and timber harvesting played major
roles in Athens County’s economy, as did the treatment and care of the
mentally ill.
While the coal industry has declined dramatically from its peak
years, gravel and limestone continue to mined at several quarries in
the county. Active oil and natural gas wells are found in low numbers
throughout Athens County. Forestry still contributes to the Athens
County economy, both in the private sector and in the public sector.
The headquarters for Wayne National Forest is located between
Athens and Nelsonville. Farming and market gardening continue
to thrive in the area. The largest farms specialize in beef and dairy
production. The Athens Farmers Market, an outdoor market, continues
to grow in popularity. Local and organically grown produce is found in
abundance during the summer months.
Tourism is a large and growing component of the county’s economy.
The county is a regional music center and home to many arts and
crafts businesses. Many visitors are drawn to its natural resources and
abundant wildlife. Hunting and fishing are popular activities in season.
The county has over 19 miles of paved bike path in and between
Athens and Nelsonville. Hiking and mountain biking are popular
throughout the county, especially in the state parks and national forest.
Higher education remains the cornerstone of the county’s economy.
Over one-quarter of the county’s residents either attend or work at
Hocking College or Ohio University.
WHAT’S HAPPENING IN ATHENS COUNTY TODAY?
The area remains a
“go-to” destination for
those who already know
its offerings, but it is also
a hot spot for motorcycle
enthusiasts, drawn to its
many hills and twisting
roadways. The area
is also reinvesting in
rebuilding itself following
years of manufacturing
decline in the region.
While the university
has drawn new residents and employees to the area since 1804, in
recent years, the region’s traditional industries have been hard hit by
economic challenges. Given this, a significant focus has been placed
on renewing the land and waterscapes of Athens County. During
your trip to Athens County, you’ll hear great things from the CVB
representatives and area business leaders about all of the projects
currently underway to revitalize the area and develop new sources
of income for its residents. Some of these include the efforts being
conducted by Rural Action and its paint pigments reclamation project;
Passion Works and the Southeast Ohio History Ridges project.
Nestled within the foothills of the Appalachian Mountains, Athens
County offers outdoor excursions and unique experiences to its many
visitors. Those who visit the county often hike, kayak, swim and explore
the region’s many lakes, rivers and bountiful parks. OSAE encourages
our members to come for the conference but stay for a weekend of
family fun and unending discoveries.
6 OSAE.ORG

For more
information on
planning your
trip or meeting in
Athens County,
please contact a
representative of the
organization at
(740) 592-1819
or via email:
info@athensohio.com.
WHY DID OSAE CHOOSE ATHENS COUNTY AS THE HOST OF ITS
2021 CONFERENCE?
THAT ONE IS SIMPLE: Athens County, Ohio University and the Ohio University Inn &
Conference Center offered an unparalleled experience for our members! Additionally, Athens
County is a friendly community with much to offer Ohio’s associations. Athens County’s area
business leaders and Athens CVB are so glad to host you this summer – July 21-23, 2021!
EXECUTIVE NEWS Summer 2021
7

OSAE
2021
ANNUAL
CONFERENCE:
The Value of Communicating
While Addressing Members’ Impact Points
If the past year has taught us anything, it
is that different people hear things differently.
In fact, the same statement can be interpreted
in a myriad of ways. In fact, we hear things
differently based on the people who surround
us at the time we hear the message. Think
about this: Would you respond to a risqué
joke around your friends the same way you
might around your elderly parents? No.
Why? Just ask our first keynote speaker,
Dr. Kathy Gruver.
Gruver, who is an internationally
recognized speaker and motivational
powerhouse, not only understands the
power of targeted storytelling, but she also
provides her audiences with actionable
tools that will and leave you empowered to
change how you approach obstacles and
achievements. The author of seven books,
Gruver speaks on topics such as transforming
your organizational culture, enhancing
communication, creating true leadership
with practical presence, minimizing stress,
expanding personal and professional growth,
and building a powerful team. During this
year’s keynote address, she is going to focus
on the ego states.
An ego state is a way in which we
think, feel and behave; they comprise our
personality at a given time. These states are
thinking and feeling as an adult, a parent
and as a child. When someone is in the
“parent ego state,” they exhibit the behaviors,
thoughts and feelings copied, learned or
even borrowed from their parents, parental
figures or significant others. Meanwhile, those
operating in the adult ego state function in
the here and now and rationally process
what they are thinking and feeling based
on facts without interference of unconscious
contamination. Lastly, the child ego state is
not when people act childish or what others
perceive as childish. This is the state in which
we replay how we thought and felt when we
were children. These adaptive behaviors can
be immediate and act as a survival instinct
within us, putting obstacles in the way of our
own growth. These are archaic memories we
are unable to recall on a conscious level that
exist within our subconscious.
Gruver will provide participants with the
ability learn how these states are formed, to
discover how to best map these ego states
for optimal execution and to gain practical
knowledge of techniques designed to help
professionals handle the tasks at hand given
the various ego states.
DR. KATHY GRUVER
Gruver, a resident of California, earned her PhD
in Natural Health with more than 30 years of
experience in the realm of stress, mindfulness and
helping others grow, heal and evolve and 40 plus
years of performance background. As a former actor
and improvisation performer, Gruver is comfortable
with every audience and infuses her talks with humor
and a touch of personalization. Truly a jack of all
trades, Gruver will leave OSAE’s members excited,
invigorated and ready to overcome whatever may
come their way.
8
OSAE.ORG

This year’s keynote speakers not only thrive under pressure,
but they also possess insights designed to help you excel
and improve the member experience
When it comes to working with talented,
focused professionals, few people have the
years of experience or the list of association
touches that Bob Pacanovsky, The Black Tie
Experience, brings to the table. Whether
it’s working with hospitality professionals
within the kitchen or assisting association
professionals at honing their customer service
skills, Pacanovsky makes it his mission to instill
trust, comfort, peace of mind and cleanliness in
every interaction he undertakes.
Those who aren’t new to OSAE will recognize
Pacanovsky from previous events. But, given
his ability to connect with members and his
effectiveness at boosting customer relations
skills, the OSAE Professional Development
Committee knew this was the year to bring
him back.
After the pandemic, we all need to hone
up on our personality skills. It isn’t as easy as
flipping on the Zoom camera and focusing on
the screen in front of you. Now, for many of us,
we’re back in the office and we’re interacting
face-to-face with our members. Their senses
are all heightened and so are ours. This means
now is the time to capitalize on delivering the
best experience members could expect. Think
about the impact points everyone is feeling
today – now assume this is the only chance
you have at winning over your members
and ensuring they keep investing in their
relationship with your organization.
During his presentation, Pacanovsky will
help participants focus on their members’
impact points and play an active role in
helping guide them through what their
prospective members feel, think and absorb
when they interact with their organization.
They will get a “fresh take” on impact they
make when touching members’ lives and
how the little details tend to be what stand
out at the end of the day. Once they master
this, it becomes much easier to improve the
membership sales process before, during and
after all the right steps are taken.
Pacanovsky, a resident of
northeast Ohio, is excited to
be among his OSAE peers
and cannot wait to influence
the ways we interact with
our members and help us
given everyone the black tie
experience as they join our
organizations and become
future brand loyalists of
our associations.
BOB PACANOVSKY
EXECUTIVE NEWS Summer 2021 9

OSAE 2021 ANNUAL CONFERENCE EDUCATIONAL SESSIONS
10
WEDNESDAY
July 21, 2021
2:30-4:15 PM
OPENING KEYNOTE ADDRESS
Say What?!
– How to Communicate
Anything to Anyone
Dr. Kathy Gruver, Ph.D., CHt
It’s pretty obvious to most of us that we have
different aspects of our personalities that
come out in different situations. We are
different around our parents than we are
our bosses. We have a different attitude
and persona when dealing with children
than we do dealing with our coworkers, or,
hopefully, we do. What if we can examine
these different states, get to know them and
call them at will to help us achieve more and
optimize our time and performance? Using
ego state theory, we can identify the working
aspects of our personality, name them and
learn how to bring forward our best self for
the situation at hand. Practical, easy and
effective techniques to help you be the best
you, you can be.
• Learn what ego states are and how they
are formed
• Discover your ego states and how to map
them for optimal execution
• Gain practical knowledge of techniques
that will bring different states into the
executive to handle the task at hand
• Explore anchoring techniques to guarantee
the right aspect for the job is available
to you
• Learn to negotiate with states in conflict
(i.e. one wants to rest; the other wants
to plug away at work)
OSAE.ORG
4:30-5:30 PM
CONCURRENT EDUCATIONAL SESSION
Graphic Design for
xthe Non-Designer
Nicole Volk, Director of
Communications & Marketing,
Ohio AgriBusiness Association
For the untrained, graphic design may
seem like an unattainable skill, but with a
few easy-to-use tools and an understanding
of design principles, you, too, can be a
graphic designer! In this session, you will
learn the basics of graphic design and get
hands-on training with design software
available to everyone. You’ll walk away
with the knowledge needed to build basic
graphics for use on social media or in your
marketing emails.
• Understand basic tenants of graphic
design, including layout, balance,
color, etc.
• Understand Copyright Law as it pertains
to graphics usage, as well as proper
crediting and sourcing for graphics
• Discover and utilize free (or budgetfriendly)
resources for graphic design
• Build basic graphics for use on social
media or marketing emails
4:30-5:30 PM
CONCURRENT EDUCATIONAL SESSION
Giving Yourself A Tune-up:
Keeping Your Mind, Body
& Spirit in Mission-Ready
Condition
Anthony President, Founder &
CEO, Presidential Consultants
When we fail to perform proper maintenance
on our vehicles, the repair costs are often
tremendous. The same occurs when we do not
properly care for ourselves. With inadequate
personal maintenance, we often pay high
costs in terms of our happiness at work, our
personal health or even our long-term success.
In this session, participants will develop their
own preventative maintenance plans. They’ll
learn how to perform regular “Tune-Up”
exercises, making them less susceptible to
delays and breakdowns while traveling on
the journey to pursue their organization’s
vision while living their personal mission.
Attendees will leave with a system to reconnect
with a passion for their work, live life on
purpose and adequately care for the business’
most precious resource-their employees.
4:30-5:30 PM
CONCURRENT EDUCATIONAL SESSION
Pitfalls of Operating a
401(k) Plan- Do You Know
What You Don’t Know?
Peggy N. Slaughter, CFP®,
CRPS®, AIF®, CPFA, Retirement
Plans Consultant, Saling Simms
Associates, Inc.
Late deposits. Missed enrollments.
Unmonitored investment options. These are
just a few of the traps awaiting the unwary
retirement plan administrator. Small employers
are particularly at risk of running afoul of
regulations because the person in charge of
the day-to-day operations wears many hats
and probably is not an HR specialist.
In this session, learn some basic ways to
stay compliant and what to do if you trip up.
Also find out how you can alleviate most of
the risk and duties associated with offering a
retirement plan by taking advantage of the
OSAE Members’ 401 (k) Exchange Plan!

OSAE 2021 ANNUAL CONFERENCE EDUCATIONAL SESSIONS
THURSDAY
July 22, 2021
8:30-9:45 AM
GENERAL SESSION
The Art of Servant
Leadership: The Pathway
to Greatness
Adam White, Speaker, Author,
AW Empowers, Inc.
Servant Leadership is often talked about, but
many leaders and organizations struggle to
adopt a true servant leadership ability and
culture. In this powerful program, Adam
uncovers what it takes to become a servant
leader and develop more influence. Adam
takes participants on a leadership journey
from the traditional model of leadership to
the paradigm shift to servant leadership.
More than at any other time in history,
the world is looking for servant leaders.
Attendees of this general session will learn:
• Understanding exactly what Servant
Leadership is; that title and position have
nothing do with leadership
• The cornerstone of serving others: L.O.V.E.
• The traditional leadership model and why
it no longer works
• Developing the servant leadership model
and understanding leadership philosophy
• The only two things that every person seeks
• The secret ingredient of servant leadership:
Listening
• The five most important things for which
leaders should listen
• The eight most important characteristics
of servant leaders
• Seven things you must re-examine and
re-evaluate as a leader, and
• The human hijackers that may be hijacking
your ability to become a servant leader
10:30-11:30 AM
CONCURRENT EDUCATIONAL SESSION
Shoestring Media:
A Bigger & Better
Association Blueprint
Dan Farkas, Chief Advocate
Officer, PASS P.R.
Ever heard that analogy about cobblers
and shoes? Here’s what we know: Strategic
communication is a necessity for any
association to survive. It also tends to fall on
the back burner when a problem arises, or
the calendar gets full. This has to change.
Dan has earned national recognition
working with groups that have budgets of
$0. Shoestring Media will help attendees
learn how to use existing resources to
help with event creation, media relations,
social media management and internal
communication. This session will empower
associations of any size to do more with less
when it comes to strategic communication
planning and will also develop a template
that attendees can take back to the office.
10:30-11:30 AM
CONCURRENT EDUCATIONAL SESSION
Human Resource Issues:
Post-Pandemic Workplace
Cathleen Snyder, SPHR,
SHRM-SCP, Strategic HR/
Clark Schaefer Hackett
What does the HR environment look like
post-pandemic? Join Cathleen Snyder as she
discusses the challenges facing employers
today. Topics covered will include:
• How to navigate ongoing work-from-home
policies
• How to attract talent in a slow labor market
• How to combat the wave of potential
turnover through employee development
and engagement
• How to respond as the business world
slowly returns to normal.
Bring your questions and challenges and
find answers from an HR expert!
10:30-11:30 AM
Succession Planning
Management Policy
Kevin McCray, CAE
If the past 16+ months have shown us
anything, it’s that things can change
on a dime. Many factors can affect our
organizations; is there any real way to
expect the unexpected?
Something that organizations can do is
develop, or tune up, a succession plan.
Learn ways to be better equipped in an
instance of sudden change in staffing due
to end of contract, termination, resignation,
illness, death or impact of a pandemic.
EXECUTIVE NEWS Summer 2021
11

OSAE 2021 ANNUAL CONFERENCE EDUCATIONAL SESSIONS
12
THURSDAY
July 22, 2021
1:00-2:00 PM
CONCURRENT EDUCATIONAL SESSION
Improvisation to Improve
Communication and
Enhance Motivation
in Teams
Katlin Hall, President,
Improv2Grow
Leaders must motivate, engage and generate
ideas with their entire team. They can
accomplish none of these things if they
aren’t very skilled communicators. Building
consensus and merging ideas from each
department for key initiatives is critical.
Untrained leaders allow debate to continue
and create piecemeal decisions that satisfies
no one. This training bridges these gaps
and creates more effective teams. With roots
in behavioral science and improvisation,
we will use experience-based training to
transform the way individuals think, interact
and engage. Katlin will lead the group
through interactive exercises done in pairs
at your seats that lead to ‘Ah-ha’ learning
moments designed to prompt participants
to think differently. Finishing each exercise
with ‘why this matters to you and how
you can incorporate what was learned in
your workplace,’ participants leave with
actionable new skills.
Upon completion of this session, participants
will learn:
• New tactics for handling conflict/sharing
opinions
• Championing projects
• Collaborating in teams
OSAE.ORG
1:00-2:00 PM
CONCURRENT EDUCATIONAL SESSION
The Pandemic Fiduciary
Jim Saling, CIMA®, CPWA®,
AIF®, President of the Registered
Investment Adviser Saling
Simms Associates
Last year, we saw a worldwide pandemic
that played havoc with the association
market. During that year, associations faced
challenges that they had never seen before
and many had to scramble to meet those
challenges. Pressure was put on executives,
staffs and boards alike to not only serve
their members but to survive when funding
opportunities quickly evaporated. Old and
new board members, many without prior
experience, were forced into a virtual world.
Did you rise to meet the challenge? In doing
so, did you expose you and your board to
excess fiduciary liability in the process?
Jim Saling walks you through an informative
session on what should have been done,
AND what you need to do currently, to
reduce your fiduciary liabilities both now
and in the future.
1:00-2:00 PM
CONCURRENT EDUCATIONAL SESSION
Crisis Communications:
Don’t Wait till You Need It
to Discover its Relevance
Jeremy Neuhart
This session, presented by Ohio University
and E.W. Scripps School of Journalism alum
Jeremy Neuhart, will focus on the need for
organizations of all sizes to be prepared for
whatever crisis may come their way.
During his more than 20 years in corporate
America, Neuhart has been on the frontlines
of many crises and can speak to the benefits
of being prepared for whatever may occur.
Those who engage in this session will walk
away with a much better understanding of
why a strong communications professional is
always a worthwhile investment for
any organization.
2:30-4:00 PM
GENERAL SESSION
Because I Said I Would
Alex Sheen, Founder of
Because I Said I Would,
Inspirational Speaker
As one of the world’s foremost experts
on accountability and commitment, Alex
is a five-time TEDxTalk speaker, author,
podcast host, internationally recognized
humanitarian and Founder of the because
I said I would movement. His work has
been featured on the TODAY Show, Good
Morning America, the Steve Harvey Show,
CNN and many other programs.
The organization is a 501(c)(3) nonprofit
dedicated to the betterment of humanity
through promises made and kept. They are
changing lives through volunteer projects,
character education programs in schools
and prisons and awareness campaigns with
global reach. His keynote is reason alone to
attend the OSAE 2021 annual conference.
You don’t want to miss this session!
4:00-5:00 PM
CONCURRENT EDUCATIONAL SESSION
Organizational Culture: The
Value of Creating a Positive
Environment That Promotes
Employee Engagement
Lori S. Brown, Director,
Partnership Development,
The Ohio CPA Foundation;
Kevin C. Henry, Project Manager,
The Ohio Society of CPAs
Create a dynamic, engaged culture to
leverage employee success. Hear from
The Ohio Society of CPAs on their
“One Team” culture and how that promotes
engagement across staff leading to
increased employee satisfaction, productivity
and retention. Leave with a strategy
that can be used both virtually and as
employees return to a physical workspace.
Best practices framework includes social
activities, volunteerism, staff recognition and
employee wellness.

4:00-5:00 PM
CONCURRENT EDUCATIONAL SESSION
4:00-5:00 PM
CONCURRENT EDUCATIONAL SESSION
Human Resources Issues
– What We Learned Over
the Past Two Years
Marc A. Fishel, Esq., Partner,
Fishel Downey Albrecht &
Riepenhoff, LLP
This session will provide an update on
human resource issues and best practices.
Obviously, 2020 and 2021 have presented
unprecedented challenges for everyone.
It has also presented opportunities to grow
and change. This presentation will focus
on some lessons we have learned from a
human resources perspective. The focus will
be on legal and practical issues in a postpandemic
world and how to best navigate
our changed landscape.
Post-Pandemic Marketing:
What We Can Expect
Moving Forward
Barb Burgie,
Burgie Media Fusion
This session will take a look into key aspects
of digital marketing; come and learn how
the pandemic has impacted marketing.
Attendees will learn the importance of
authentic content, how search is changing
and what to expect with Artificial Intelligence
(AI) on marketing.
This is a fun session filled with interesting
statistics as well as good tips for how your
organization can be prepared to break
through create effective marketing.
July 21-23, 2021
Ohio University
Athens County
OU Inn & Conference Center
RAISE A GLASS TO OHIO WINE COUNTRY MEETINGS
The Lodge at Geneva-on-the-Lake offers the perfect setting for your next association
meeting. Located on Lake Erie’s shore, your team will have first-rate accommodations
plus access to convenient shuttles to dozens of wineries. With more than 8,500 sq. ft.
of flexible meeting space and Lake Erie Canopy Tours right next door, you’ve found a
destination your team will enjoy.
TheLodgeAtGeneva.com | 866.387.9907
4888 North Broadway, Geneva-on-the-Lake, OH 44041
EXECUTIVE NEWS Summer 2021
13

OSAE 2021 ANNUAL CONFERENCE EDUCATIONAL SESSIONS
FRIDAY
July 23, 2021
8:30-9:30 AM
CONCURRENT EDUCATION SESSION
14 OSAE.ORG
DE&I: Understanding
How Micro-Aggressions
Fuel Conflict
Lisa Flowers-Clements, Assistant
Director for Academic Support &
Advising, Ohio University Office
for Multicultural Student Access
and Retention
During this session, participants will not
only be reminded of the value of targeted
DE&I initiatives they will also learn more
about micro-aggressions and how these
behaviors fuel conflict within communities
and our culture. Confronting and correcting
these behaviors and attitudes are necessary
steps to practicing and reflecting a true
DE&I awareness.
8:30-9:30 AM
CONCURRENT EDUCATION SESSION
Cyber Security
Bill Wagg, Client Care Specialist,
thinkCSC
Hear from Bill Wagg as he covers
cybersecurity practices, as well as
professional services and social engineering
techniques & tactics. As challenges to
standard operating procedures continue to
be impacted by “bad actors,” now is most
definitely the time to examine what you’re
doing to safeguard your organization and
your members.
8:30-9:30 AM
CONCURRENT EDUCATION SESSION
The Importance of
High-end Photography
on Your Organization’s
Website
Jennifer Rotolo, Director of Web
Development, TCS Software
Learn from TCS Software’s own Jennifer
Rotolo on the important role high-end
photography plays when used appropriately
on your website. Too often organizations
fail to utilize a trained, skilled photographer
for graphic imagery when building and
launching their website. Members – both
current and prospective – notice this, and it
could mean fewer people want to engage
with your association.
10:30 AM-12:00 PM
CLOSING KEYNOTE SESSION
Would You Do Business
With You? Becoming
Your Member – What
Do You See?
Bob Pacanovsky, Speaker,
The Black Tie Experience
Trust. Comfort. Peace of mind. Cleanliness.
These traits and others are now front and
center in the minds of your member. If there
ever was a time to think and act like your
members, now would be that time. Every
sense is now heightened for them about
your organization, and all of them will be
on “high-alert” as we are moving out of the
pandemic and into a “better normal.” That’s
why the “impact points” in your organization
may now be one of the most important
elements in creating a top-notch Member
Experience. What if you could give your
members an interactive seminar where we
transform them into a member or prospect
in their organization and take them on an
interactive journey on the life cycle of
impact points?
One where they get to play an active role
on what they see if they were a member or
prospect. We’ll take a deep dive into how
these “impact points” affect the way people
see your business and the people that work
for it.
This seminar gives you the three stages of
impact points that every member may go
through. And, sometimes, the impact you
make is in the little details that you will be
doing for them. However, you need to see
it through their eyes first. Once you do this,
you can know design the experience before,
during and after the sales process.

PLEASE CONSIDER DONATING AN ITEM TO THE
OSAE 2021 ANNUAL CONFERENCE BROWN BAG RAFFLE
FOLLOWING COVID-19, THE FOUNDATION IS COMMITTED
TO HELPING OUR INDUSTRY
DURING THIS YEAR’S ANNUAL CONFERENCE, ATTENDEES CAN ONCE
AGAIN BID ON WONDERFUL BROWN BAG RAFFLE ITEMS DONATED BY
OUR OSAE INDUSTRY PARTNER, CVB AND ASSOCIATION MEMBERS WITH
PROCEEDS RAISED BEING DIRECTED TO THE OSAE FOUNDATION.
Over the years, this important fundraiser has helped the foundation help members attain their
CAE accreditation, attend industry-specific learning events and obtain access to leadership development.
Last year, we were not able to hold the brown bag and it impacted our fundraising significantly.
Given the generosity of our members and challenges many are still facing, we are being conservative
with our goals this year, but we still hope to raise at least $4,000 for the foundation. We’d like to
already thank OSAE Foundation Board Chair Lori Brown, the Ohio CPA Foundation; Immediate Past-chair
Andrew Allman, CAE, Ohio AgriBusiness Association; Treasurer Tom Balzer, CAE, the Ohio Trucking
Association; Board Directors Mary Ciesa, Brian Laurent and Tim White for their efforts to spearhead
donations for this year’s raffle. Because of their excitement and attendees’ commitment, the foundation
has greater opportunities to pay it forward.
OUR GOAL
THIS YEARIS
TO RAISE AT
LEAST
$4,000
Portraits of Board Members
Luncheon and Dinner Programs
Trade Shows
Conventions
Awards Programs
Golf Outings
Fundraising Photo Opportunities
Other Member Events
On Site Processing
EXECUTIVE NEWS Summer 2021
www.pictureamerica.net (614) 228-3686
15

AN EXAMINATION OF THE BIDEN ADMINISTRATION’S
FAR-REACHING TAX OVERHAUL
WHAT IT COULD MEAN FOR YOUR ORGANIZATION AND MEMBERS
Recently, President Joe Biden
announced his $1.8 trillion
American Families Plan (AFP),
the third step in his Build Back
Better policy initiative. The
announcement followed the
previous releases of the proposed
$2.3 trillion American Jobs Plan
and the Made in America Tax
Plan. These plans propose major
investments in various domestic
initiatives, such as expanded
tax credits for families, offset
with tax increases on highincome
individual taxpayers and
corporations.
Proposed tax changes for the wealthy
The AFP would reverse many of the
provisions in 2017’s Tax Cuts and Jobs Act
and other parts of the tax code that benefit
higher-income taxpayers. These taxpayers
could be hit by changes to the following:
Individual tax rates.
The plan proposes to return the tax
rate for the top income bracket to Obama
administration levels, going from the
current 37 percent to 39.6 percent. It’s not
clear whether the income tax brackets will
be adjusted. For 2021, the top tax rate
begins at $523,601 for single taxpayers
and $628,301 for married taxpayers
filing jointly.
Capital gains and qualified dividend income.
For those with income of more than
$1 million in a tax year, the AFP would
tax long-term capital gains and qualified
dividend income as ordinary income —
in other words, at 39.6 percent. Longterm
capital gains currently are taxed at
a maximum rate of 20 percent (effectively
23.8 percent, when combined with the
net investment income tax), depending on
taxable income and filing status.
Net investment income tax (NIIT).
This tax applies to net investment
income to the extent that a taxpayer’s
modified adjusted gross income (MAGI)
exceeds $200,000 for single tax filers,
$250,000 for joint filers and $125,000
for married taxpayers filing separately. If
a taxpayer meets the applicable MAGI
threshold and has net investment income,
the amount of NIIT liability is 3.8 percent
of the lesser of 1) the amount by which the
MAGI exceeds the threshold or 2) the net
investment income.
The AFP proposes to broaden the
NIIT by applying it to all types of income
greater than $400,000, rather than only
investment income. On top of the hike in
capital gains, these taxpayers would face
a tax of 43.4 percent at the federal level.
With state and local capital gains taxes,
high-income individuals could face an
overall capital gains tax rate that tops
50 percent.
Stepped-up basis.
Under existing law, the income tax basis
of an inherited asset is the asset’s fair market
value at the time of the deceased’s death,
not the deceased’s original cost for it. This is
referred to as “stepped-up basis.” As a result
of this rule, the gain on appreciated assets
isn’t subject to taxation if the heir disposes of
the assets at death. To reduce the incentive to
hold appreciated assets until after death —
rather than subjecting them to capital gains
taxes — the AFP imposes limits on stepped-up
basis. Specifically, it ends the practice for
gains that exceed $1 million, or $2.5 million
per couple when combined with existing real
estate exemptions. The Biden administration
has indicated that it would carve out
exceptions for property donated to charities
and family-owned businesses and farms.
Carried interest.
A “carried interest” is a hedge fund
manager’s contractual right to a share of a
partnership’s profits. Currently, it’s taxable at
the capital gains rate if certain conditions are
satisfied. The Biden administration would tax
carried interests at ordinary tax rates.
16 OSAE.ORG

Like-kind exchanges.
Also known as Section 1031 exchanges,
like-kind exchanges allow a taxpayer to defer
the recognition of a gain on the exchange of
real property held for use in a business or for
investment if the property is exchanged solely
for similar property. The AFP would end such
deferrals for gains of more than $500,000.
Tax relief for individuals and families
While the AFP would increase the tax
liability of high-net-worth individuals, it’s also
designed to help those less well off. It would
do so through a variety of tools, including
the following:
Child Tax Credit (CTC).
The American Rescue Plan Act (ARPA),
passed in March 2021, temporarily
increased the CTC from $2,000 to $3,000
for eligible taxpayers for each child age
six through 17, with credits of $3,600 for
each child under age six. It also makes
the credit fully refundable in most cases.
The current $2,000 credit is subject to a
phaseout when income exceeds $400,000
for joint filers and $200,000 for other
filers, and it’s generally refundable up to
$1,400 per qualifying child. The ARPA
continues the typical phaseout treatment
for the first $2,000 of the credit in 2021
but applies a separate phaseout for the
increased amount — $75,000 for single
filers, $112,500 for heads of household
and $150,000 for joint filers. Under the
ARPA, the U.S. Treasury Department will
make monthly advance payments for the
CTC beginning in July and running through
December 2021, based on taxpayers’ most
recently filed tax returns.
The AFP would extend these CTC
increases through 2025 and make the
credit fully refundable on a permanent
basis. The proposed extension would
include the regular advance payments from
the U.S. Treasury Department.
PLEASE VISIT
HTTPS://WWW.CSHCO.COM/
TO LEARN MORE ABOUT POSSIBLE CHANGES
TO THE TAX LAWS AND MUCH MORE
FROM OSAE STRATEGIC PARTNER
CLARK SCHAEFER HACKETT (CSH).
Child and dependent care tax credit.
The ARPA expands this credit for 2021.
Taxpayers can claim a refundable 50
percent credit for up to $8,000 in care
expenses for one child or dependent
and up to $16,000 in expenses for
two or more children or dependents —
making the credit ultimately worth up to
$4,000 or $8,000. It begins phasing out
when household income levels exceed
$125,000; for households with income
over $400,000, the credit can be reduced
below 20 percent. The AFP would leave
this increase in place permanently. Families
with an income between $125,000 and
$400,000 would receive a partial credit.
Health insurance tax credit.
The ARPA also increases the availability
and the amount of premium tax credits
(PTCs) under the Affordable Care Act
(sometimes referred to as ACA subsidies
or cost-sharing), retroactive to January
1, 2021. It extends PTCs to anyone who
receives, or was approved to receive,
unemployment benefits in 2021. It also
limits the amount that anyone who obtains
insurance through the federal or state
marketplaces must pay for premiums to
8.5% of their MAGI — regardless of
their income. The AFP would make this
expansion permanent.
Corporate tax proposals
In addition to the individual tax proposals,
the Biden administration has proposed
a swath of changes in the taxation of
businesses. For example, the AFP would make
permanent the limit on excess business loss
deductions. The Made in America Tax Plan
contains many more provisions relevant to
businesses. Among other things, it proposes
to raise the corporate tax rate to 28 percent,
the midpoint between the 21 percent rate
enacted during the Trump administration and
the Obama administration level of 35 percent.
The plan also proposes several changes to
international taxation rules, including raising
the tax rate on global intangible low-taxed
income to 21 percent. The Made in America
Tax Plan would also impose a 15 percent
minimum tax on book income (as opposed to
the income reported on corporate tax returns)
on large companies that report high profits
with little or no taxable income. Note, too,
that Treasury Secretary Janet Yellen has stated
that the United States is working with other
countries to set a global minimum tax rate.
The American Jobs Plan, on the other
hand, provides several tax incentives and
other support for businesses. For example,
it would provide $52 billion to promote
domestic manufacturing and $31 billion for
small business programs to expand access
to credit, venture capital, and research and
development funding. It proposes targeted
credits related to clean energy generation
and storage and expanding the Section
45Q carbon credit. And it would provide an
expanded credit for employers that provide
workplace childcare facilities.
IRS-related proposals
In a recent study, the IRS found that the
top 1 percent of individual taxpayers failed
to report 20 percent of their income and
failed to pay nearly $175 billion in taxes
owed annually. The Biden administration
proposes providing the IRS with the resources
and information it needs to address the “tax
gap” (that is, the difference between the tax
owed by taxpayers and the amount that’s
actually paid on time). The AFP calls for a
significant boost in the funding of IRS tax
enforcement — $80 billion over 10 years,
which, on an annual basis, nearly doubles the
agency’s 2021 enforcement budget. The closer
scrutiny would focus on large corporations,
partnerships and wealthy individuals. It also
would require financial institutions to report
information on balances and account flows
to better track earnings from investment and
business activities. The Biden administration
has stated that the enforcement efforts won’t
target households with less than $400,000 in
annual income.
THE PATH FORWARD
The Biden administration and the slim Democratic
majority in Congress have already demonstrated with the
ARPA their willingness to use the budget reconciliation
process to pass fiscal policy legislation on a majority basis
in the U.S. Senate. That approach, however, requires
unanimous Democratic support. Moderate Democrats in
Congress could demand the trimming of certain proposals
regarding tax increases or reject them altogether (for
example, the higher taxes on investment income and
changes to the step-up in basis). We’ll keep you up to date
on the provisions that survive and any that might be added
during negotiations, such as an elimination of the limit on
the state and local tax deduction.
EXECUTIVE NEWS Summer 2021
17

OSAE NEWS
DESTINATION
CLEVELAND
EXPERIENCES
BUSY SUMMER AS
CONCERTS AND
FESTIVALS RETURN
SHARE YOUR PERSPECTIVES DURING AN OSAE
ASSOCIATION COFFEE TALK
As COVID-19 restrictions rescind,
many people are looking forward
to celebrating along Lake Erie’s
Cleveland shores. In addition to
addition to Indians games, there are
concerts and orchestra performances
being held at Blossom Music Center.
Other planned events include Light-
Up the Lake, the July 4th fireworks,
the Feast of the Assumption and the
Browns return to training camp in
August. “Events play a really big role
in attracting visitors, and it’s, yes, the
friends and family that are going to
come and see people they know in
Cleveland,” said Senior Director of PR
and Communications for Destination
Cleveland Emily Lauer in an interview
with ABC 5 WEWS. “But it’s also
what we call a marketable trip. So
with more and more events filling the
calendar, we have an opportunity to
continue to bolster and bring back
the travel and tourism economy by
having events for visitors to come to
Cleveland to experience.”
“ EVENTS PLAY A REALLY BIG ROLE IN
ATTRACTING VISITORS, AND IT’S, YES,
THE FRIENDS AND FAMILY THAT ARE
GOING TO COME AND SEE PEOPLE
THEY KNOW IN CLEVELAND ”
In 2018, OSAE began hosting, with assistance from our membership committee
volunteers and board members, OSAE Association Coffee Talks. Since the pandemic began,
we have been hosting these events online via Zoom. These are great, informal discussions
where members come together to discuss achievements, share insights and connect at a time
when connection often seems difficult. We hope you’ll consider joining us for these great
networking opportunities. While the end of COVID-19 appears to be in sight, we’ll likely
keep these meetings online to allow our members from around the state to engage. Find out
more about them on the OSAE website under our “events” page.
TEE OFF IN TOLEDO – WITNESS THE WORLD’S
BEST FEMALE GOLFERS CHIP AWAY
The LPGA
returns to Toledo
for the Marathon
Classic, presented
by Dana, that has
rightfully earned
the reputation
as a player and
fan favorite. In
addition to worldclass
golf, don’t
miss a week of fun
events such as a
series of pro-ams,
a gala party, a
daily Labatt party
deck, a kids’ zone and more. The Marathon Classic is one of the longest running events
on the LPGA Tour has become a huge event attracting over 50,000 spectators to watch the
greatest women golfers in the world compete right here in Northwest Ohio. Since 1984,
the tournament has donated millions of dollars to local children’s charities. Through the
teamwork of over 1,500 volunteers and 400 local businesses, this celebrated tournament is
making a difference for children in northwest Ohio and southeast Michigan.
Check out the schedule of fun-filled events, tournament information and tickets at
www.marathonclassic.com.
18 OSAE.ORG

OSAE NEWS
Save These Dates:
OSAE 2021
Annual Conference
July 21-23, 2021
Ohio University/Athens
County/OU Inn
& Conference Center
LOOKING FOR A NEW JOB?
INVESTIGATE THE OSAE JOB BOARD
Whether you’re looking for a new job or you’re an HR professional seeking
qualified candidates to fill open positions within your organization, don’t overlook
the OSAE Job Board. The most frequently visited webpage on our website, the
OSAE Job Board receives more than 23,000 hits a year. Listings appear for two
months or until the position has been filled. Job postings cost $149 for members
and $199 for non-members. Consider this when looking to harness power from
within the industry. Let us help you find or fill a job within your organization.
OSAE Q3 Luncheon Meeting
TBD (Contact us if you’d like to host)
Sept. 10, 2021
OSAE Q4 Luncheon Meeting/Shane Yates ALF
TBD (Contact us if you’d like to host)
Nov. 19, 2021
OSAE Foundation Holiday Luncheon
& Silent Auction
Embassy Suites Dublin
Dec. 10, 2021
GATHER CRUCIAL CEUS THROUGH OSAE’S
ONLINE EDUCATIONAL RESOURCES
Looking for convenient, quality, tailored learning at an affordable price? Then the OSAE
online education seminars are exactly what you’re you need. Earn CEU credits 24/7 at your
convenience from your home, from your office or in the midst of travel. We are where you
need to be!
Plan now.
Meet when you’re ready.
Come back anytime.
Browse all our online seminars at www.osae.org.
WELCOME NEW MEMBERS
ASSOCIATION PROFESSIONAL
Chad Bjornson, Membership Retention
Manager, Ohio Restaurant Association
Jennifer Bushby, Membership
Recruitment Manager, Ohio Restaurant
Association
Jamie Keblesh, Finance & Operations
Manager, Society for Industrial and
Organizational Psychology, Inc.
Katie Pepple, Executive Assistant
& Office Manager, Ohio Restaurant
Association
Mariah West, Marketing and
Communications Specialist, Ohio
Association of Broadcasters
CVB MEMBER
Tiffany Gerber, Executive Director,
Holmes County Chamber of Commerce
& Tourism Bureau
Chelsea Volman, Sales Director,
Clermont County CVB
INDUSTRY PARTNERS
Rita Bassiet, Director of Sales,
Sonesta Columbus Downtown
Katarina Pilon, Group Sales Account
Manager, Shared Services, Sonesta
Scott Swaldo, CEO/ General
Manager,Gervasi Vineyard
VisitToledo.org
EXECUTIVE NEWS Summer 2021
19

CONFERENCE PARTICIPANTS:
USE OSAE’S MOBILE APP
FROM RESULTS AT HAND
USE THE APP TO GET THE MOST OUT OF
THE 2021 ANNUAL CONFERENCE
For several years, OSAE has worked
closely with Results at Hand to build
and utilize a mobile app that not
only links members to our everyday
offerings but provides them with an
integrated, content-rich app for the
OSAE Annual Conference. This year
will be no different. Kim Harwood and
her team at Results at Hand have been
hard at work updating the mobile app
for this year’s conference in Athens.
This relationship affords members access to open,
flexible technology that is on-demand and responsive.
In order to utilize the app, members will need a mobile phone
plan that includes a data plan; but, first, they must download
the app to their smartphones or tablets. Then they will be able to
save personal data, such as notes and profile updates; fetch the
most recent updates and speaker notes; respond to evaluations;
register for events and much more. You can search for the OSAE
Mobile App in both the Android and Apple Stores by using the
name “OSAE” in the search option.
If you have questions about the OSAE app once you’ve
downloaded it, use the “support” feature located on the main
menu of the app to send a help request.
For more information
about Results at Hand,
follow the company on
Twitter: @resultsathand.
ASAE NAMES MICHELLE
MASON NEW PRESIDENT & CEO
Michelle Mason was recently named new president and CEO of
the American Society of Association Executives (ASAE). Mason,
who assumes her position on Sept. 1, succeeds Susan Robertson,
CAE. This marks Mason’s second tenure at ASAE, where she
was vice president of strategic and future-focused research
from 1998-2006.
“Throughout her career, Michelle has demonstrated
a commitment to the
association community and
I AM HONORED
ASAE, and a proven ability
TO BUILD UPON
to drive alignment and results in a complex, multi-stakeholder
THE SUCCESSFUL
environment,” said Stephen Caldeira, ASAE board chair and cochair
of the search committee.
AT ASAE.
FOUNDATION
For the better part of the past seven years, Mason has been CEO
and president of Association Forum headquartered in Chicago. Prior to that,
she served as managing director of strategy and innovation for the American Society
for Quality.
In 2020, Robertson became the first woman to hold ASAE’s top position after the death of
longtime president and CEO John Graham. Previously the executive vice president of ASAE and
president of the ASAE Research Foundation, Robertson served an 18-month contract as president
and CEO — a tenure marked by her steadfast stewardship during a time of transition.
Mason becomes the first Black woman to serve as head of ASAE, which is comprised of 48,000
association executives and industry partners representing 7,400 organizations.
“I am honored to build upon the successful foundation at ASAE,” Mason said. “I look forward
to collaborating with a dynamic board of directors and a dedicated staff team as we create an
accessible, inclusive and transformational community for members and industry. A heartfelt thank
you to Susan Robertson for her leadership and paving the way for women in the industry.”
20
OSAE.ORG

EXECUTIVE VIEWS
WE CANNOT WAIT
TO SEE YOU FACE-TO-FACE
This year’s conference is about education but also about networking
BY JARROD A. CLABAUGH, PRESIDENT & CEO, OSAE & OSAE FOUNDATION
espite all the challenges we’ve faced this past year,
OSAE’s Annual Conference, Professional Development and
Membership Committees have been collaborating to bring
valuable education, speakers and learning opportunities
your way at the OSAE 2021 annual conference. We utilized insights
gathered from surveys, membership outreach, word-of-mouth interactions
and more to build a content-rich program for this year’s conference
that will make coming together in Athens County a unique
and long-remembered experience for all of our members.
This year’s conference lineup
continues to break down the
silos found in organizations and
focuses on staff engagement,
overcoming virtual challenges,
focused communications practices,
DE&I practices, utilizing highend
photography to improve your
CLABAUGH
websites, succession planning and so
much more. In addition to all the new faces presenting at this
year’s conferences, we’ve invited back a few folks you’ll recognize,
like Nicole Volk, Peggy Slaughter, Dan Farkas, Kevin McCray, Marc
Fishel and member-favorite Barb Burgie. We’ve also got many new
faces from whom attendees will garner valuable insights on matters
related to human resources, crisis communications, accountability and
commitment and much more.
This year’s talent will offer insights to help any association, industry
partner and CVB professional no matter the years of experience in
the industry or the niche served. Why? Because OSAE recognizes
that no matter the role, we can all do better to cultivate our internal
leadership mindset.
Speaking of great things, following on the success of our previous
Brown Bag Raffles, the Ohio Society of Association Executives
Foundation (OSAEF) is once again seeking items for donation and
inclusion in this year’s raffle. Let’s knock this year’s contributions out of
Athens County! Please contact OSAE Annual Conference Board Liaison
Mary Ciesa with your thoughts on what you’d like to donate. You can
email her at mary.t.ciesa@gmail.com. Remember: All the raffle
proceeds go back to the OSAEF – an industry foundation
committed to supporting Ohio’s association communities
that works to “pay it forward” by offering you greater
educational opportunities.
Speaking of opportunities, we are overjoyed to be
heading to Athens County for the first time in OSAE’s
rich history. The Athens County CVB, Ohio University
Conference & Event Services and the Ohio University
Inn & Conference Center have worked tirelessly with us
to guarantee you have an excellent experience at OSAE
‘21. We can’t wait to see you face-to-face in Athens County
July 21-23, 2021! Come pound the bricks with your peers at
Ohio’s first and finest – Ohio University.
We hope you enjoy your conference experience at the Ohio
University Inn & Conference Center, too! The property has so much
to offer. Its remarkable staff is dedicated to ensuring your experience
there will be unforgettable. When you see them, please thank them for
their commitment to OSAE.
Lastly, I’d just like to say that OSAE understands the budgetary
restrictions you face when planning how to invest your education
development. It’s for this reason we aim each year to provide a costeffective
and content-rich conference. None of this would be possible
without the commitment of our members and the efforts of our partners,
including Platinum Sponsor Saling Simms Associates, our conference
exhibitors, our host CVB, our host property, community partners and
the many Gold, Silver and Bronze sponsors! Thank you for your
commitment to OSAE!
EXECUTIVE NEWS Summer 2021 21