NAW Association Executives Council (AEC) Summer Meeting
Agenda
July 8th, 2012
Day 1
- 6:30 PM
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Reception and Dinner (Early Arrivals)
You’ll get an early start on the NAW AEC meeting with this evening’s informal reception and dinner. All early arrivals are welcome: association executives, spouses, children, and guests.
July 9th, 2012
Day 2
- 11:00 AM - 12:00 PM
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Registration
Please stop by the NAW Registration Desk to pick up your name badge.
- 12:00 PM - 1:00 PM
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Opening Luncheon
Reunite with NAW Association Executives Council friends and colleagues as we convene the NAW AEC 2012 Summer Meeting.
- 1:00 PM - 1:15 PM
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Break
- 1:15 PM - 1:45 PM
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Welcome to Quebec
Barry Lane
Vice President, Mendel ToursWith its fortification walls, narrow winding streets and historic buildings, Quebec is renowned for its beauty and history. In 1985, Quebec became the first city on the continent to be placed on the World Heritage List of UNESCO. Besieged six times in its history, Quebec was finally conquered by the English in the Battle of the Plains of Abraham in 1759. Capital of New France, then capital of British North America, Quebec is today the heart of French culture in North America. This presentation by Barry Lane provides the NAW AEC with a welcome to Quebec and a colorful and entertaining introduction to the history of the area.
About the Presenter
Barry Lane’s special interests are British colonial and maritime history, the development of tourism, from the 1870s to the early 20th century; the era often described as the “Golden Age of Travel.” He has lectured extensively to passengers sailing along the St. Lawrence River, in the Canadian Maritimes, along the American Atlantic coast, and in the Caribbean. Barry is a renowned lecturer and author. He is working on a book dealing with rail travel during the “Golden Age of Travel.”
- 1:45 PM - 4:30 PM
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General Session - "Member Value Transformation for Associations, Part 1"
Presenters
Steve Deist
Partner, Indian River Consulting Group
Mike Marks
Managing Partner, Indian River Consulting Group
According to our NAW AEC meeting presenters, to remain vital and relevant to your members your association must update and even transform its current value proposition. Making this transformation involves looking at the world through your members’ eyes and examining the “big picture” forces affecting your wholesale distribution line of trade.
Large-scale changes are indeed transforming today’s wholesale distribution industry…and that means you must lead your association down the path of transformation, too. Nothing less than the future welfare and viability of your association is at stake.
For that reason, most of the business program is dedicated to understanding the industry changes underway and transforming the value package your association offers its members.
Leading us through a three-day journey of discovery that will be equal parts intellectual, implementable, and fun are Mike Marks and Steve Deist of Indian River Consulting Group, headquartered in Melbourne, Florida. Mike and Steve are well known throughout the distribution industry as company and association consultants, authors, and speakers.
This afternoon, we begin our journey by examining the drivers of change in distribution, including technology, the workforce, innovation, and more. Each of these “big forces” will be examined from an economic perspective. Mike and Steve will provide industry-specific examples so you can see how each force impacts market structures and competition in your distribution line of trade.
Following this in-depth examination of the drivers of distribution change, we’ll look at and learn about the provocative concepts of disruptive innovation and business model competition. Then, after understanding these important ideas, you’ll work with your NAW AEC peers to apply a business model template to your association. This exercise will introduce you to the new field of business model design by which you will consider the value of implementing fundamental alterations in the non-profit business model that is your association.
See below for descriptions of tomorrow’s and Wednesday’s Member Value Transformation for Associations sessions.
About the Presenters
Mike Marks is Managing Partner at Indian River Consulting Group (IRCG) and an NAW Institute for Distribution Excellence distinguished Fellow. He founded IRCG in 1987 and is well known throughout the wholesale distribution industry as both a consultant and speaker. IRCG is an experience-driven consulting firm that specializes in distribution channels. Within this specialty, IRCG works with distributors, manufacturers, private equity groups, and trade associations to make the changes necessary to maintain competitive advantage.Mike is coauthor of these popular books from the NAW Institute: Value Creation Strategies for Wholesaler-Distributors, Working at Cross-Purposes: How Distributors and Manufacturers Can Manage Conflict Successfully, and What’s Your Plan? Smart Salesforce Compensation in Wholesale Distribution.
Steve Deist, a Partner at IRCG, has more than 20 years of experience in the wholesale distribution and supply chain arenas. In addition to his consulting work, he is a highly rated speaker and company board director. He is IRCG’s strategy specialist and manages the firm’s channel consulting projects for manufacturers that sell through distribution.
Steve is coauthor of three books from the NAW Institute: Effective Sales Incentive Design for Distributors: What’s the Right Plan?, Value Creation Strategies for Wholesaler-Distributors, and 5 Fundamentals for the Wholesale Distribution Sales Manager.
Note: Attendance at this session earns 2.75 points toward ASAE CAE certification or recertification.
- 6:30 PM
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NAW AEC Opening Reception (All Attendees)
Relax and enjoy the company of your association executive peers, spouses, children, and guests at this evening’s NAW AEC Opening Reception, hosted by Loews Hotel Le Concorde.
NAW AEC Dine-Around (All Attendees)
Following the Reception, we’ll break into small groups for a dine-around at various restaurants in Quebec City.
July 10th, 2012
Day 3
- 7:30 AM - 9:00 AM
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Breakfast and NAW Government Relations Briefing
Jade West
Senior Vice President-Government Relations, NAWFollowing breakfast, you’ll hear the latest on pending federal legislation and regulations from NAW’s Jade West.
About the Presenter
Jade West is Senior Vice President–Government Relations for NAW. She also serves as Executive Director of the Wholesaler-Distributor Political Action Committee. Jade is the senior lobbyist for NAW, advocating the interests of the wholesale distribution industry in Washington, DC, both on Capitol Hill and with executive branch departments and agencies. In addition, she is Executive Secretariat for the 1,000-member Tax Relief Coalition, the Coalition for Affordable American Energy, and the LIFO Coalition. Jade serves on the Management Committee of the Coalition for a Democratic Workplace, which led the opposition to organized labor’s effort to remove secret ballot elections from union certification campaigns and is now working to block pro-labor regulations, including challenging several regulations in court. She also manages the Start Over! Coalition of more than 250 business organizations that opposed the health care reform bill enacted in 2010 and is fighting for repeal of that legislation and enactment of new legislation that will get health care reform right.Jade is also a Director of the Business Industry Political Action Committee, which has developed state-of-the-art systems and programs to help business maximize the turnout of pro-business voters in federal elections. She also serves on the Boards of the National Review Institute and the Leadership Institute and on THE HILL’s Publisher’s Advisory Board. She is frequently quoted in Capitol Hill and national news publications.
- 9:00 AM - 9:15 AM
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Break
- 9:15 AM - 11:45 AM
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General Session - "Member Value Transformation for Associations, Part 2"
This morning’s business program begins with some “judo moves.”
What are judo moves? In the world of for-profit businesses as well as non-profit associations, judo moves are the methods by which organizations use the competition’s forward momentum to defeat them. You’ll learn the art of using judo moves to deal with competitors and the large-scale forces (discussed during yesterday’s session) that are roiling the world of wholesale distribution. Judo moves are strategic — they can be used to create winners and losers in a period of industry turmoil and disruption.The second part of this morning’s program consists of exercises in which you and your fellow association executives will discuss how to apply specific judo moves to your particular association situation. Groups of association peers will debate and present their ideas for using them. This highly interactive session will generate new insights and perspectives.
See below for a description of tomorrow’s Member Value Transformation for Associations session.
Note: Attendance at this session earns 2.5 points toward ASAE CAE certification or recertification.
- 11:45 AM - 12:00 PM
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Break
- 12:00 PM - 1:00 PM
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Luncheon (All Attendees)
Association executives, spouses, and children are all welcome to enjoy lunch together prior to this afternoon’s NAW AEC Quebec Tour.
- 1:00 PM - 1:15 PM
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Break
- 1:15 PM - 5:00 PM
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NAW AEC Quebec City Tour - Rendez-vous with History (All Attendees)

(Meet at the front entrance of the hotel at 1:15 p.m. Transportation will depart at 1:30 p.m. and return at 5:00 p.m.)
This afternoon the NAW AEC will visit the European charm of the first French settlement in North America as our afternoon tour experiences Quebec history first hand.
Our knowledgeable tour guide will take you by motor coach to The Latin Quarter, Plains of Abraham, Ramparts, world-famous Château Frontenac, National Assembly, Basilica, City Hall, Place-Royale, Citadelle and the modern Quebec City…a perfect introduction to the city.
In addition, we’ll stop off at the Musee de la Civilisation (Museum of Civilization), located in the heart of the historic district since 1988.
The Musee de la Civilisation links the past, the present, and the future. While remaining strongly rooted in the reality of Québec, it projects a new, attentive and dynamic outlook on all of human experience in its whole, and on civilizations from the world over. Ten exhibitions are held simultaneously on a 6,000-square-meter surface. The regular programming is based on three permanent exhibitions, leaving a large space for temporary exhibitions, whose diversity is a testimony to the turmoil of today’s world. One of the busiest museums in Canada, the Musee de la Civilisation has rapidly become a meeting place where visitors come to exchange and learn, as well as relax and marvel.
Following our museum visit, you’ll have some free time for shopping in the famed Petit Champlain district before returning to the hotel.
- 6:00 PM - 9:30 PM
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An Evening at the Parliament (All Attendees)
Hosted by The Quebec City Convention Centre and Quebec City Tourism
(Meet at the front entrance of the hotel at 6:00 p.m. Transportation will depart at 6:15 p.m. for the Quebec Convention Center. Following our reception, attendees will walk a short distance to the Parliament for dinner. We will return to the hotel at approximately 9:30 p.m.)A full evening of history, entertainment, and delectable dining await you this evening as the NAW AEC meeting visits Quebec’s magnificent Parliament building for an informative tour followed by dinner.
Prior to visiting the Parliament, we’ll be transported to the Quebec City Convention Centre for an NAW AEC reception and a quick visit of the facilities. Then on to the Parliament.
Designed in the beaux arts style and opened in 1917, the Parliament is the work of architects Tanguay and Marchand. Frequented mainly by Members of the National Assembly, it has been open to the public since 1968.
During dinner, we will be entertained by the musicians of Musidirect, a
trio renowned for its energy and the originality of its interpretations. Musidirect has been described as “a delicious blend of voice, trumpet, guitar, and violin.”All in all, this will be a most memorable closing evening for the NAW AEC in Quebec City!
July 11th, 2012
Day 4
- 7:30 AM - 8:45 AM
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Breakfast and Discussion Roundtables
- 8:45 AM - 9:00 AM
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Break
- 9:00 AM - 12:00 PM
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General Session - "Member Value Transformation for Associations, Part 3"
To conclude the NAW AEC business program, the first part of this morning’s session is devoted to a “disruptive innovation” exercise. One of the associations attending the meeting will be selected and you and your colleagues will be challenged to use all you’ve learned on Monday and Tuesday to drive the selected association out of the markets it serves. Association teams will be asked to use business model templates and judo moves to compete with the identified association, capturing all of its members.
Each team will develop its plans and share them with the full NAW AEC group. Through this exercise, you’ll discover how to apply the principles of disruptive innovation to any situation your own association faces in the wholesale distribution marketplace in which it operates. You’ll also be equipped to conduct your own disruptive innovation exercise with your Board of Directors.
To conclude the business program, we’ll conduct an “Ask Anything” session during which the floor will be open for you and your peers to ask any and all association management and distribution business questions of Mike and Steve. The conversation will go wherever you take it!
Note: Attendance at this session earns 3 points toward ASAE CAE certification or recertification.
- 12:00 PM
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Adjournment of the NAW AEC 2012 Summer Meeting


