Museum Management

Current Issues and Best Practices in Museum Management

October 18-20, 2007 – Charleston, South Carolina

Presented in collaboration with the AAM Museum Management Committee

Overview Agenda Register Hotel Fellowship Opportunities

Museum Management Matters!
Join your colleagues for two days of powerful museum management programming that will help you achieve maximum effectiveness in ensuring the continuous improvement of your institution. Experience an array of content-rich, practical sessions focused on both the organization and the individual by experts from inside and outside the museum field. Presentations, case studies, interactive exercises, intensive small group discussions, and social events are each designed to foster communication, relationship-building and peer-to-peer exchange of ideas!

This year's topics include:

Finance Essentials (optional workshop; additional fee required)
Emotional Intelligence
Performance Evaluation & Accountability
The New Form 990 for 2008
Financial Reporting to the Board
Retail Operation Evaluation
Crisis Management and Communication
Making Your Dollars Work for You
Four Generations in the Workforce: Why Should We Care?
Building Teams, Building Bridges: An Interactive Workshop

How Will I Benefit from the Seminar?
After participating in the AAM Museum Management seminar, you’ll be better able to:

Build your management knowledge and skills in finance, administration, human resources, board relations, and retail operations
Examine and harness the source of your emotional responses and the emotional "cues" of others to accomplish organizational objectives
Advocate for employee accountability through comprehensive and effective performance evaluation systems
Understand and utilize up-to-date information on the new 990 tax form for tax-exempt organizations
Improve your capacity to effectively communicate financial information to your board
Apply industry strategies and tools to successfully evaluate retail operations in your institution
Make your institutional financial investments work for you
Increase your ability to identify and work with/for the four generations currently in the workforce
Identify the characteristics of effective (and ineffective) teams

Who Should Attend?
The AAM Museum Management seminar is designed for professionals working in museums across the country whose primary areas of interest are museum finance, management and administration, and human resources. Museum employees, trustees and board members interested in achieving the continuous improvement of their institutions will benefit from participation.

Seminar Overview
The AAM Current Issues in Museum Management seminar takes place Thursday, October 18 – Saturday, October 20, 2007 at the Marriott Charleston Hotel, 170 Lockwood Boulevard, Charleston, South Carolina.

Agenda (Subject to change) Thursday, Oct. 18:
8:30 – 11:30 a.m.	Museum Management Committee Board Meeting (board members only)
1-4 p.m.	Optional Workshop: Finance Essentials (additional fee required) Presenter: Jane Piasecki, Consultant, Los Angeles, CA Room: Opal, First floor
	If you are staff with a non-financial background, learn how to make sense of the terms and concepts used in managing the financial aspects of a museum. Gain insight on the budget process and discuss the financial information needed to run a museum operation. Get tips on reading financial reports and understanding their purpose and limitations.
6:30-7:30 p.m.	Opening Wine & Cheese Reception & registration check-in at hotel Room: Blue Topaz
Friday, Oct. 19:
8-9 a.m.	Registration check-in Continental Breakfast Emerald Promenade
	Hot Coffee and Hot Topics! Room: Emerald Salon One Join your colleagues in hot topic roundtable discussions about HR, finance, and other management issues. Recruiting? Retention? Succession planning? Leadership? Team troubles? Cash flow questions? SOX compliance? Popular/efficient finance software tools? ROI measurements and techniques? Retirement plan compliance and evaluation? Take advantage of this opportunity to build relationships, and to share ideas and strategies you can use in your institutions–big or small!
9-11 a.m.	Session: *Emotional Intelligence: Building Healthy Alliances, Resolving Differences* Presenter: Bob Blenn, Consultant, Human Performance Solutions, Endicott, NY Room: Emerald Salon One
	Studies continue to support the belief that it is not intellectual intelligence alone that marks personal success; it is also the ability to appropriately use our emotions to relate to others. And of course, the ability to “read” other’s emotional cues is included in this skill set. Examine the source of our emotional responses and learn how to harness them to accomplish organizational objectives with and through others.
11-11:15 a.m.	Coffee Break Emerald Promenade
11:15-12:30 p.m.	Session: Performance Evaluation & Accountability Presenters: Bob Blenn, Consultant, Human Performance Solutions, Endicott, NY ; Ellen Corradini, Human Resource Manager, The Corning Museum of Glass, Corning, NY Room: Emerald Salon One
	Museum administrators often cite people management as one of the most challenging parts of their job. Through an informal and lively discussion learn how to evaluate employees with a comprehensive and effective performance system. Bring ideas and questions to this interactive session.
12:30-2 p.m.	Luncheon Session: The New Form 990 Presenter: Marc Azar, Tax Partner, Smith & Howard, PC, Atlanta, GA Room: Emerald Salon Three
	Recently the IRS released the first major redesign of the Form 990 for tax-exempt organizations since 1979. The new draft 990 for 2008 consists of a ten-page core form, along with 15 separate schedules requiring specific information on a variety of activities, such as fundraising, non-cash charitable contributions, loans, and tax-exempt bonds. Many of the new changes are aimed at increasing transparency and using the Form 990 as a public disclosure document in addition to a tax return. Get the most up-to-date information on what you will need to be prepared in completing this new form.
	Concurrent Sessions:
2-3:15 p.m.	Session: Financial Reporting to the Board Presenters: Mike Chinaka, Interim President, Bishop Museum, Honolulu, HI; Charlotte Montgomery, Director of Resource Allocation, Illinois State Museum, Springfield, IL Room: Emerald Salon One
	Explore ways to effectively present and communicate financial statement information to the board. Identify critical performance indicators that better inform the board on financial performance and comply with the latest federal regulations.
2 -3:15 p.m.	Session: Building Teams: An Interactive Workshop: Part 1 Presenters: Ellen Corradini, Human Resources Manager, Corning Museum of Glass, Corning, NY; Greg Stevens, Assistant Director, Professional Education, AAM, Washington, DC Room: Emerald Salon Two
	All successful museum projects, including strategic planning, exhibition development, education program development, or other cross-functional workgroup initiatives rely on collaboration. In this workshop, Greg Stevens presents a hands-on bridge-building activity designed to explore and discuss effective (and ineffective) teams. Group discussions will follow the activity. Note: While this workshop has two parts, participants will gain valuable information about teams from either/both sections.
3:15-3:30 p.m.	Coffee Break Emerald Promenade
	Concurrent Sessions:
3:30-4:45 p.m.	Session:Building Teams: An Interactive Workshop: Part 2 Presenters: Ellen Corradini, Human Resources Manager, Corning Museum of Glass, Corning, NY Greg Stevens, Assistant Director, Professional Education, AAM, Washington, DC Room: Emerald Salon Two

	In Part 2 of this workshop, presenters continue group discussions about effective (and ineffective) team models. Ellen Corradini presents the Corning Museum of Glass as a case study, highlighting how CMoG has successfully developed cross-functional matrix teams to further staff development and accomplish short and long-term goals. Note: While this workshop has two parts, participants will gain valuable information about teams from either/both sections.
3:30-4:45 p.m.	Session: *Making Your Dollars Work for You* Presenters: Nikolai J. Sklaroff, Executive Director, J.P. Morgan Securities, Inc. Exempt Capital Markets, San Francisco, CA; Andrew Edmonds, Vice President, Treasury Services, Wachovia Bank, Atlanta, GA Room: Emerald Salon One
	Almost all banks today offer a multitude of services and products that maximize the interest your deposits earn, minimize risk to funds, improve and enhance financial controls, simplify financial transactions and minimize your banking fees. This session will explore short term investment options, risk and fraud control services, new deposit services, and new account structures and features commonly available but often overlooked by museums.
6:30-8 p.m.	Reception at Gibbes Museum of Art Cocktails and light fare in the Museum’s North Gallery. Transportation provided.
Saturday, Oct. 20:
8-9 a.m.	Registration check-in Continental Breakfast Emerald Promenade
	Hot Coffee and Hot Topics! Room: Emerald Salon One Join your colleagues in hot topic roundtable discussions about HR, finance, and other management issues. Recruiting? Retention? Succession planning? Leadership? Team troubles? Cash flow questions? SOX compliance? Popular/efficient finance software tools? ROI measurements and techniques? Retirement plan compliance and evaluation? Take advantage of this opportunity to build relationships, and to share ideas and strategies you can use in your institutions–big or small!
9-10:15 a.m.	Session: *Crisis Management and Communication* Presenter: Courtney Wilson, Director, B & O Railroad Museum, Baltimore, MD Room: Emerald Salon One
	This moderated session presents the internal and external concerns surrounding crisis management with a focus on institutional planning and communication. Mr. Wilson will present the B&O Railroad Museum as a case study in defining “crisis” vs. “problem” using a multi-tiered model with a focus on practical issues internal to the organization and effective and responsive communication with your key stakeholders–your board, your donors and sponsors, and the public.
10:15-10:30 a.m.	Coffee Break Emerald Promenade
	Concurrent Sessions:
10:30 -11:45 a.m.	Session: Retail Operation Evaluation Presenters: Nancy Brennan, Buyer, The Corning Museum of Glass, Corning, NY; Charlotte Montgomery, Director of Resource Allocation, Illinois State Museum, Springfield, IL; Casey Steadman, Chief Financial Officer, Atlanta History Center, Atlanta, GA Room: Emerald Salon One
	Understand retail industry strategies and tools that can be implemented to evaluate and measure retail operations to include per capita sales and average transaction and newer tools like Gross Margin Return on Investment (GMROI). The retail operations of The Corning Museum of Glass and a recent retail audit of the Atlanta Historical Society will demonstrate the value and use of these strategies and tools.
10:30 -11:45 a.m.	Session:*Four Generations in the Workforce: Why Should We Care?* Presenters: Wendy Luke, Principal, Luke Weil and Associates, Washington, DC; Greg Stevens, Assistant Director, Professional Education, AAM, Washington, DC Room: Emerald Salon Two
	For the first time, we have four generations in the workforce: the Matures, the Boomers, Gen X, and Gen Y. However you choose to label them, they each have unique characteristics which have a direct impact on our museums, how we operate and work together, and how we plan for the future of museum leadership. Learn more about this critical issue and how you can better identify, respond to, and work across generations in your institutions.
12-3 p.m.	Luncheon and Tours of Drayton Hall (Shuttle bus from Hotel to Drayton Hall) Museum Management Committee Update Presenter: Betty Brewer, Chair, AAM Museum Management Committee Transportation provided

Questions
Or special needs including access, dietary or other accommodations? Contact AAM Professional Education Program staff at 202-289-9114. Registration Form

Registration
Register online or complete the registration form and fax it to AAM Professional Education at (202) 289-6578. Or mail it with full payment to AAM Professional Education, 1575 Eye St. N.W., Suite 400, Washington, DC 20005-1105. Registration closes on Friday, Sept. 28, 2007. Registration is $295 for AAM Members and $345 for Non-members. Registration includes participation in seminar sessions, handout materials, evening receptions, lunch on Friday and daily breaks. Requests for refunds must be received in writing by September 28. No refunds will be given after that date.

Fellowship Opportunities
AAM and the Museum Management Committee are pleased to announce 2 fellowship opportunities for the upcoming Current Issues in Museum Management Seminar 2007, October 18-20 in Charleston, SC. Please share this opportunity with your colleagues, especially those who may be emerging museum professionals. The deadline was September 10 and the 2007 fellowships have been awarded.

Hotel
Our host hotel is Marriott Charleston Hotel (formerly Charleston Riverview Hotel), 170 Lockwood Boulevard, Charleston, South Carolina 29403. For reservations, please call (843) 723-3000.

Travel
Association Travel Concepts (ATC), the AAM official travel agency, can help with your travel plans. It guarantees the lowest airfare available for all airlines at the time of booking. When making reservations with ATC, identify yourself as a participant in the “AAM Museum Management” seminar. For reservations, call (800) 278-1140, Monday through Friday, 9:00 a.m. to 7:30 p.m. (EST).