Registration for this program is now closed
Face-to-face seminar
Strategy in Action!
CurrentIssues in Museum Management Seminar 2010
Sept. 30-Oct. 1
Atlanta
In collaboration with the AAM Museum Management Committee (MMC) and the Atlanta History Center
Join museum management and administration colleagues for two intensive days of sessions, information sharing and networking designed to help you align strategic thinking, planning and implementation with the plan; get ideas on how to balance visitors/customers, technology and innovation, financial oversight and managing staff; and work out your strategy stumbling blocks.
Agenda Venue Registration Estimated Participant Expense Hotel Travel Fellowships CIMM10 Online Community Sponsorship Opportunities
Agenda THURSDAY, SEPTEMBER 30
8:30-9 a.m. Morning Networking
9-9:15 a.m. Welcome & Introductions
Casey Steadman, Chair, AAM Museum Management Committee, COO Atlanta History Center; Greg Stevens, Assistant Director of Professional Development, AAM
9:15-10:45 a.m. Strategy and Decision-making for Non-profits
Most non-profits have a mission statement, but few have a clear strategy that enables making the hard decisions. Learn how to ask the right questions and develop a path to strategic clarity in your own organizations. The workshop will also address the organizational issues that impede effective decision-making and highlight the structural and cultural elements of high-performing, decision-driven organizations.
Presenter: Dan Mahoney, Bain & Company
11 a.m.-12p.m. Linking Money to Mission
Learn to balance your organization's mission with its financial realities. Evaluate your current financial situation, plans for the future, and strategies for achieving long-term goals. This session will utilize case studies and financial statements to interpret the financial reality of an organization’s programs, demonstrate how the choices you make impact your organization’s financial health and viability, and how to use financial information in communicating to funders and other stakeholders your organization's financial story and resource needs.
Presenter: Greg Cashman, Smith & Howard PC
12-1:30 p.m. Lunch
Enjoy lunch on your own in Midtown
1:30-2:30 p.m. Technology Bridge to Productivity
The CEO and COO of TechBridge will present foundational principles for leveraging technology resources for productivity gains –lessons learned from 10 years of providing technology services exclusively to nonprofit organizations–and will include discussions of trends in technology worth paying attention to right now and, as you inevitably will acquire newer technology, we will discuss the steps you need to take to ensure alignment of technology spending to organizational mission and purposes.
Presenters: Kathleen Kurre, CEO TechBridge; Walt Carter, COO TechBridge
2:30-3:30 p.m. Hang Onto Your Assets
Explore best practices relating to internal control, and how your organization can benefit from strong internal control practices. Learn to document key processes and transactions, and communicate them with maximum impact. Included in this session will be a demonstration of methods to graphically display your organization's internal control structure and quickly identify possible weaknesses.
Presenters: Greg Cashman and Debbie Risher, Smith & Howard, PC
3:30-3:45 p.m. Break
3:45-5:15 p.m. Who Visits and Why
For museums and historic sites to be relevant in today’s rapidly changing society, they must understand who visits . . . and why. Better understand who does, and does not, visit their museum or historic site by examining and discussing some of the latest research on museum audiences. It will also explore how research on audiences can not only help museums better focus on visitor needs, but also is a crucial step to planning successful exhibits and programs.
Presenter: Susie Wilkening, Senior Consultant and Curator of Museum Audiences, Reach Advisors
5:30-7:30 p.m. Networking Reception
Enjoy complimentary cocktails & hor d'oeuvres on the Margaret Mitchell House Porch & Lawn
FRIDAY, OCTOBER 1
8:30-9 a.m. Morning Networking
9-10:30 a.m. Communicating with Style
Research shows that the number one determinant for the success of an institution (and those who work in/for them) is effective communication. In this session, you’ll learn a powerful, easy-to-remember model that will support multiple facets of communication including managing people and projects, selling and fund-raising, team building, and building morale. You’ll meet Samuel C. Sensor, Theodore Thinker, Ina Intuitor, and Felicia Feeler. You’ll learn how to identify each at a glance and target your message for maximum impact. Most importantly, you’ll learn how to “flex” your communications style to match another’s and subsequently increase your power to motivate, influence, and persuade.
Presenter: Randy Siegel, Build Your Leaders.com
10:30-10:45 a.m. Break
10:45-11:45 a.m. Business Activities of Nonprofits-Tax Considerations
Explore the income tax rules and planning strategies that both advisors and internal management must consider when a nonprofit organization engages in commercial activities or invests in certain kinds of assets. Topics covered include: examples of different income sources that create UBTI; the substantiality test — how much business income is too much; ways to plan around this “voluntary” tax; the use of taxable subsidiaries; and recent IRS and court developments.
Presenters: Marc Azar, Smith & Howard, PC; Cass Brewer, Morris Manning and Martin
11:45 a.m. - 3 p.m. Lunch and "Flash Sessions"
Join us for boxed lunch and quick, back-to-back sessions on critical HR, accounting and legal issues.
"The Spark": AAM Strategy in Action
AAM President Ford Bell discusses AAM's current strategic planning process, including some of the successes and challenges the organization has encountered along the way.
Presenter: Ford Bell, AAM
Whose Salary Is It, Anyway? Review best practices for executive compensation in nonprofits and how salaries are viewed by donors, the public and the IRS.
403(b) – Stories from the Road Share what we’ve learned from this first season of 403 (b) requirements and audits to help you safely navigate your own reporting path.
Human Resources Legal Updates & Hot Topics
Accounting & Tax Updates Not For Profit Legal Updates
Presenters: Jodi Malis, Smith & Howard PC; Marc Azar, Smith & Howard, PC; Cass Brewer, Morris Manning and Martin; Justin B Connell, Elarbee Thompson
2:45- 3:15 p.m. Strategy in Action: Taking it Home
Engage in facilitated discussion and peer-to-peer exchange about strategies you can employ in your institution when you return to your job.
Facilitator: Greg Stevens, Assistant Director, Professional Development, AAM
Venue
The seminar will be hosted by the Atlanta History Center (AHC) at the Margaret Mitchell House (MMH).
MMH is located at 990 Peachtree Street in heart of Atlanta's vibrant Midtown district. For more information about MMH, visit HERE.
Registration
Registration includes all sessions, evening reception on Thursday, box lunch on Friday, and access to presentation materials and other resources in the seminar Online CommunitSeminar registration closes September 17. Please note, requests for refunds must be received in writing by that date. No refunds will be given after Sept. 17.
Individual Registration:
AAM member: $295
Non-member: $395
Not an AAM member yet? Join today and save!
REGISTER NOW online or download theRegistration Form
Hotel
The host hotel for CIMM10 is the Artmore Hotel, located in the heart of downtown Atlanta, and one MARTA (Metropolitan Atlanta Rapid Transit Authority) stop from the Margaret Mitchell House.
Artmore Hotel
1302 West Peachtree Street
Atlanta, GA 30309
404-876-6100
800-548-5631
http://www.artmorehotel.com
Rates:
Executive King: $109 plus tax
Deluxe Doubles: $109 plus tax
Loft Suites: $139 plus tax
Room rate includes full breakfast and WIFI. 15% tax per person per room. These rates apply to stays between September 29th and October 3rd.
Please note: reservations must be completed before August 30 to receive this discounted rate. Reservations must be made by phone and informing the reservation agent you are attending the AAM conference.
Estimated Participant Expense
(Arrive Wed. night, leave Fri. or Sat. night)
Registration: $295 (AAM member)
Hotel: $250/$480 (depending on room type and # of nights)
Airfare: $200/$400
GSA Per Diem: $140/$196 (depending on # of days)
Misc.: $100/$125 (depending on # of days)
TOTAL: $885/$1,355 (depending on # of nights, room stay, etc.)
Transportation
Atlanta is served by multiple airlines and Amtrak. Attendees are encouraged to manage their carbon footprint and use MARTA (public transportation system) during their visit. Hartsfield Jackson Airport, the Margaret Mitchell House, the Artmore Hotel and many other Midtown destinations are located within a few city blocks of MARTA rail stations. The MARTA ride store and Breeze Card Vending Machines offer a 7-day unlimited rides visitor pass for $15.
Fellowship Opportunity AAM, the AAM Museum Management Committee (MMC) and the AAM Small Museum Administrators’ Committee (SMAC-AAM) are pleased to offer fellowships to this seminar. Fellowships include seminar registration and a travel stipend. Applicants must be AAM members as well as members of the committee to which they are applying. See additional criteria below.
Museum Management Committee (MMC)
Fellowship includes seminar registration and a $450 travel stipend
Small Museum Administrators Committee (SMAC-AAM)
Fellowship includes seminar registration and a $300 travel stipend
Please note: travel stipends will be mailed after the conclusion of the seminar and upon verification of attendance.
Fellowship Eligibility Checklist
Applicants must: - Be an AAM individual member or work at an AAM institutional member museum
- Be a member of MMC or SMAC-AAM
- Include a copy of a current resume
- (SMAC–AAM fellowship only) Work for a museum that has an operating budget of $350,000 or less
- Agree to participate in the entire two-day seminar
- Submit completed application form by August 6.
Fellowship Application
Please submit the APPLICATION FORM by email by Monday, August 16 to the appropriate committee representative listed on the form. Fellowship notification will be made by Friday, August 20.
Questions
If you have any questions about this fellowship, about MMC or SMAC-AAM, please contact the appropriate committee representative listed on the application form.
CIMM10 Online Community
Registered Participants: Access the Online Community Here
The seminar experience will be supported by an online community exclusively for attendees, presenters, and program planners. This online community will contain all handouts and other resources, as well as opportunities for attendees to get to know a little more about each other prior to the seminar.
Sponsorship Opportunities Sponsorship opportunities are available for this seminar and for other AAM PD programs. For more information, please contact Kate Goodall at kgoodall@aam-us.org. 
