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Governance competencies essential to managing an association

A. Governance Structure

  1. Sustain an effective governance system that values diversity of thought to guide the organization in accomplishing its mission.
  2. Implement the board’s policies and strategic priorities.
  3. Partner with the board and board committees to achieve the organization’s mission and vision.
  4. Ensure there are clear lines defined for members and staff in the governance of the organization.
  5. Comply with laws and regulations that relate to board activities, meetings, and governance.

B. Chapters and Affiliate Relations

  1. Evaluate the structure and function of affiliates and chapters to advance the organization's mission.
  2. Delineate the lines of authority and responsibility for affiliates and chapters using appropriate agreements
  3. Align policies, procedures, and resources to support affiliate and chapter relationships.

C. Volunteer Leadership Development

  1. Develop a leadership identification program that addresses diversity and inclusiveness and aligns the organization’s needs with individual talent.
  2. Ensure the leadership development program addresses orientation, ongoing training, collaboration, fiduciary responsibility, and accountability.
  3. Develop a volunteer leadership succession plan.

View entire content of knowledge competencies as outlined in the CAE exam.


Every session strengthens your knowledge as an association professional!

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Archive: Art of Governance

November 2019
The Art of Governance & Structure
Keynote: Steve Lamb, CAE
Value: 4 CAE Credits (Total program)

Stephen Lamb, began life as a high school teacher in a previous century, but quickly moved into association management. He has run construction trade associations in the Chicago area for almost 35 years. Possibly because of his school teacher background, Steve is an avowed student of association management -- especially association law. Although not an attorney, he taught the association law prep class for CAE candidates for seven years, and has appeared before the Chicago Bar Association Committee On Associations three times speaking on association antitrust. Steve “retired” from fulltime management in 2016, however, the last three years he has flown almost 50,000 miles a year in his capacity as Best Practices Mentor for the Mechanical Contractors Assn. of America. Steve notes that this MAY be the lamest title of all time, never the less, it gives him a chance to work with local execs all over the country. 

This keynote is about learning association governance best practices useing anecdotes, horrible examples and the occasional legal case to communicate the importance of getting this stuff right. A custom WSAE version of a "Best Practices Review" workbook was provided to participants.

November, 2019
Governance Fundamentals

In this session participants gained insight to better understand why an association is formed, how to leverage the documents that govern an association for better performance, and how to protect yourself and your organization by understanding the legal responsibilities and roles of board members.

Mitch Hansen
Shareholder at Clark Nuber
Mitch spent 7 years as a federal auditor auditing federal agencies, and state and local governments and not-for-profits that received federal funds, but got tired of wearing a "black hat." Now he is in public accounting helping the same types of entities avoid federal auditors. He thoroughly enjoys working in the not-for-profit and governmental environments. He especially enjoy the variety of programs, the devotion of employees to a mission, and the variety of issues facing them including complex accounting standards, federal, state and local taxes, federal grant regulations, budgeting, and fundraising. He admires the contributions these organizations make to society and want to assist them in any way. Specialties: Not-for-profit organizations, long-term care facilities, associations, federal grants, A-133 audits, indirect cost rate proposals, state and local governmental entity audits and operational consulting. 

Tom Hurdelbrink
CEO at Northwest Multiple Listing Service
Extensive executive level management of trade associations, and past president of the Washington Society of Association Executives.