Operations/Programs Workshops

Investment Outlook
Thursday 9:45 a.m.-11:00 a.m. Room 202B
The market has been through turbulent times, but with the volatility comes an opening for Americans investing for the long-term. Get an overview of recent market performance and learn about the opportunities in both domestic and international equities, fixed income and real estate.
Speakers: James S. Robinson, CFP, CIMA, Director, Senior Investment Specialist, Principal Global Investors; Marsha Mathis, Senior Relationship Manager, Principal Financial Group

The Successful Group Facilitator
Thursday 9:45 a.m.-11:00 a.m. Room 203A
When it comes to small group facilitation, it is difficult to make sure that everyone is participating, engaged and staying on task. Learn how to clarify issues, focus discussions, bring out viewpoints, synthesize differences, and look for underlying agreements without imposing your own solution or opinion on the group.
Speaker: Jeff Fox, Vice President, Global Sales, iPartners Inc.

Social Networks: Policies, Procedures and Pitfalls
Thursday 11:15 a.m.-12:00 p.m. Room 202D
While online social networks create great opportunities, they also present ethical dilemmas and challenges for businesses. Learn fundamental elements needed to establish good decision-making, policies and protocols to protect your chamber.
Speaker: Tim Dimoff, President, SACS Consulting

Positioned for Recovery
Friday 9:45 a.m.-11:00 a.m. Room 201CD
Is your chamber re-organizing itself in preparation for the economy's comeback? Learn the steps some chambers are taking to make sure their organizations are financially healthy and their programs meet the needs of a rebounding community.
Speakers: Peter Forman, President & CEO, South Shore (MA) Chamber of Commerce; Jody Wassmer, President, Greater Owensboro (KY) Chamber of Commerce

Retirement Futures: Your Team's and Your Own
Friday 9:45 a.m.-11:00 a.m. Room 203B
As many Americans rebuild their financial futures, it's time for retirement plan sponsors to review important topics such as understanding participant behavior as a result of a recession, examining how participants in retirement plans have responded/reacted, and learning how your service providers can help participants re-engage and rebuild their retirement.
Speakers: James S. Robinson, CFP, CIMA, Director, Senior Investment Specialist, Principal Global Investors; Marsha Mathis, Senior Relationship Manager, Principal Financial Group

The New 990: Exposed
Friday 11:15 a.m.-12:30 p.m. Room 203A
The new IRS 990 tax form is lengthy and time-consuming. The increased scrutiny of
governance, management and policies can be challenging. Learn the importance of answering non-profit filing questions accurately and how to handle inquiries from the public.
Speaker: Peter Giersch, Managing Director, Cathedral Consulting