OSAE Executive News Summer 2021

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OSAE 2021 ANNUAL CONFERENCE EDUCATIONAL SESSIONS12THURSDAYJuly 22, 20211:00-2:00 PMCONCURRENT EDUCATIONAL SESSIONImprovisation to ImproveCommunication andEnhance Motivationin TeamsKatlin Hall, President,Improv2GrowLeaders must motivate, engage and generateideas with their entire team. They canaccomplish none of these things if theyaren’t very skilled communicators. Buildingconsensus and merging ideas from eachdepartment for key initiatives is critical.Untrained leaders allow debate to continueand create piecemeal decisions that satisfiesno one. This training bridges these gapsand creates more effective teams. With rootsin behavioral science and improvisation,we will use experience-based training totransform the way individuals think, interactand engage. Katlin will lead the groupthrough interactive exercises done in pairsat your seats that lead to ‘Ah-ha’ learningmoments designed to prompt participantsto think differently. Finishing each exercisewith ‘why this matters to you and howyou can incorporate what was learned inyour workplace,’ participants leave withactionable new skills.Upon completion of this session, participantswill learn:• New tactics for handling conflict/sharingopinions• Championing projects• Collaborating in teamsOSAE.ORG1:00-2:00 PMCONCURRENT EDUCATIONAL SESSIONThe Pandemic FiduciaryJim Saling, CIMA®, CPWA®,AIF®, President of the RegisteredInvestment Adviser SalingSimms AssociatesLast year, we saw a worldwide pandemicthat played havoc with the associationmarket. During that year, associations facedchallenges that they had never seen beforeand many had to scramble to meet thosechallenges. Pressure was put on executives,staffs and boards alike to not only servetheir members but to survive when fundingopportunities quickly evaporated. Old andnew board members, many without priorexperience, were forced into a virtual world.Did you rise to meet the challenge? In doingso, did you expose you and your board toexcess fiduciary liability in the process?Jim Saling walks you through an informativesession on what should have been done,AND what you need to do currently, toreduce your fiduciary liabilities both nowand in the future.1:00-2:00 PMCONCURRENT EDUCATIONAL SESSIONCrisis Communications:Don’t Wait till You Need Itto Discover its RelevanceJeremy NeuhartThis session, presented by Ohio Universityand E.W. Scripps School of Journalism alumJeremy Neuhart, will focus on the need fororganizations of all sizes to be prepared forwhatever crisis may come their way.During his more than 20 years in corporateAmerica, Neuhart has been on the frontlinesof many crises and can speak to the benefitsof being prepared for whatever may occur.Those who engage in this session will walkaway with a much better understanding ofwhy a strong communications professional isalways a worthwhile investment forany organization.2:30-4:00 PMGENERAL SESSIONBecause I Said I WouldAlex Sheen, Founder ofBecause I Said I Would,Inspirational SpeakerAs one of the world’s foremost expertson accountability and commitment, Alexis a five-time TEDxTalk speaker, author,podcast host, internationally recognizedhumanitarian and Founder of the becauseI said I would movement. His work hasbeen featured on the TODAY Show, GoodMorning America, the Steve Harvey Show,CNN and many other programs.The organization is a 501(c)(3) nonprofitdedicated to the betterment of humanitythrough promises made and kept. They arechanging lives through volunteer projects,character education programs in schoolsand prisons and awareness campaigns withglobal reach. His keynote is reason alone toattend the OSAE 2021 annual conference.You don’t want to miss this session!4:00-5:00 PMCONCURRENT EDUCATIONAL SESSIONOrganizational Culture: TheValue of Creating a PositiveEnvironment That PromotesEmployee EngagementLori S. Brown, Director,Partnership Development,The Ohio CPA Foundation;Kevin C. Henry, Project Manager,The Ohio Society of CPAsCreate a dynamic, engaged culture toleverage employee success. Hear fromThe Ohio Society of CPAs on their“One Team” culture and how that promotesengagement across staff leading toincreased employee satisfaction, productivityand retention. Leave with a strategythat can be used both virtually and asemployees return to a physical workspace.Best practices framework includes socialactivities, volunteerism, staff recognition andemployee wellness.
4:00-5:00 PMCONCURRENT EDUCATIONAL SESSION4:00-5:00 PMCONCURRENT EDUCATIONAL SESSIONHuman Resources Issues– What We Learned Overthe Past Two YearsMarc A. Fishel, Esq., Partner,Fishel Downey Albrecht &Riepenhoff, LLPThis session will provide an update onhuman resource issues and best practices.Obviously, 2020 and 2021 have presentedunprecedented challenges for everyone.It has also presented opportunities to growand change. This presentation will focuson some lessons we have learned from ahuman resources perspective. The focus willbe on legal and practical issues in a postpandemicworld and how to best navigateour changed landscape.Post-Pandemic Marketing:What We Can ExpectMoving ForwardBarb Burgie,Burgie Media FusionThis session will take a look into key aspectsof digital marketing; come and learn howthe pandemic has impacted marketing.Attendees will learn the importance ofauthentic content, how search is changingand what to expect with Artificial Intelligence(AI) on marketing.This is a fun session filled with interestingstatistics as well as good tips for how yourorganization can be prepared to breakthrough create effective marketing.July 21-23, 2021Ohio UniversityAthens CountyOU Inn & Conference CenterRAISE A GLASS TO OHIO WINE COUNTRY MEETINGSThe Lodge at Geneva-on-the-Lake offers the perfect setting for your next associationmeeting. Located on Lake Erie’s shore, your team will have first-rate accommodationsplus 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 adestination your team will enjoy.TheLodgeAtGeneva.com | 866.387.99074888 North Broadway, Geneva-on-the-Lake, OH 44041EXECUTIVE NEWS Summer 202113
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OSAE Executive News Summer 2021

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