Join the Forum

Hosted by Mariner Management & Marketing LLC and Billhighway


CEX: Component Exchange

It’s no secret that there's currently a gap in education for
associations that operate in a component model. We want to help
fill that gap. Gather with professionals to discuss great ideas, what's working and what's not, best practices and more!


Friday, October 13th, 2017
7:30 AM – 7:30 PM EDT


Hyatt Centric Arlington
1325 Wilson Blvd
Arlington, VA 22209

Who should attend?

National association
professionals operating
within the component
structure (chapters, state
affiliates, divisions, sections)

What is CEX?

CEX is a forum for all of us managing, nurturing and working with association components to explore, create, and evolve these essential member communities. CEX is a learning community!

Why a forum?

Because a traditional association conference won't offer unique peer-to-peer learning, creative problem-solving and networking with the people who understand components.

10 Reasons to Attend CEX, the Association Component Exchange

Billhighway is excited to host this one-of-a-kind experience with our friends Peggy Hoffman and Peter Houstle from Mariner Management & Marketing. Here are ten reasons you won’t want to miss out on the inaugural CEX.

#LeverageChapters   #AssnCEX2017

Earn up to 8 CAE credits.

Did we mention you’ll receive up to eight CAE credits for attending? We’re big fans of the CAE credential. Studying for the CAE is a great way to broaden and deepen your association management knowledge. And if you plan to follow the example of other CRPs who have ended up in the C-suite, having the CAE credential behind your name certainly doesn’t hurt.

About Mariner Management & Marketing

Mariner Management & Marketing is your partner in helping association volunteers and staff create the greatest possible value for your members and in ensuring the long term health and growth of your association.

About Billhighway

Got chapters? We’ve got solutions. Billhighway unifies finances and data for organizations with components. We solve inherent operational, data and financial complexities that impact component-based associations by unifying data systems, simplifying administrative processes and empowering staff and volunteers to focus more time and energy on your mission.

Association Experience Squad

CEX is for CRPs, by CRPs. Here are the association professionals that helped put together the agenda for CEX.


Louise Burnette



Jennifer Rowell



Samantha Herman



Diana Tavares Mertz



Lisa-Marie Gardner



Courtney Bulger



Wesley Carr



Claudia Richards



Diana Tucker



Dresden Farrand



Patrick Algyer



Jill Murphy



Check-in, breakfast, sessions and conference activities run from
7:30 am - 4:45 pm. Networking & happy hour from 4:45 - 7:30 pm.

Morning Meet-up

Pick up your badge, visit the networking stations & enjoy breakfast.


Welcome & Kick-off


Focus 1: Exploring the Future of Chapters

You’ll be switching tables and meeting new learning partners so stay flexible and be on the move!

FOCUS 1: The Future of Chapters – Let’s take advantage of the new options and opportunities created by rapidly evolving 21st century social norms, technology, and diversity to leverage our local communities. We’ll start the day exploring why we have chapters today and how those changes are pushing us to re-think the traditional chapter. You’ll learn how to let form follow function.


Lindsay Currie - Director of Stakeholder Engagement, Regulatory Affairs Professionals Society (RAPS)
Lindsay leads the development of RAPS community and the engagement of its members, customers, chapters & volunteers.

Jennifer Rowell - Director of Member Engagement, North Carolina Association of CPAs (NCACPA)
Jennifer works on member relations, volunteer engagement, student & young CPA efforts.

Focus 2: Optimizing Our Chapters

FOCUS 2: Optimizing Our Chapters – Through four different discussions, we will explore challenges and opportunities around strengthening chapters. You’ll learn how to make the most of your local connections, regardless of size or budget. Flash Round: Collaborative Problem-solving. This round provides each participant an opportunity to get advice on a burning question. Seating in rounds by chapter type and size provides you with a sounding board of peers from similar type organizations. Three Idea Storming Rounds. Each round will begin with a topic briefing by a subject matter expert followed by facilitated discussion and group exercise to deepen learning. Each group will have a dedicated recorder so that all ideas are captured and shared with the larger group. Topics:

Round 1: Relevance - Journey Mapping the Member Experience at the Chapter level. This round explores the value of the chapter through the eyes of the member and how to help your chapters be relevant and complement the value proposition of the larger organization (parent and local groups).


Andy Steggles - President & Co-Founder, Higher Logic Before starting his software company, Higher Logic, Andy spent ten years serving as the Chief Information Officer at the Risk & Insurance Management Society, Inc. (RIMS) where he headed their technology and social strategy initiatives.

Refresh & Lunch


Focus 2: Optimizing Our Chapters (cont’d)

Round 2: Resourcing - Supporting Chapter Leaders & Staff. This round focused on optimizing time and talents through tools, templates, strategies, technology and systems for chapter leaders – volunteer and paid.

Round 3: Leadership – Nurturing & Developing Volunteers. This round is about the people – our current and future local leaders – and effective practices in volunteer models, training and leadership development & succession.


Reggie Henry CAE - Chief Information & Engagement Officer, American Society of Association Executives (ASAE)
Reggie says his job is simply to implement “exemplary” systems at ASAE that can serve as a model to the rest of the association community and to “rachet-up” the use and understanding of technology among ASAE members.

Peggy Hoffman CAE - Co-Founder & President, Mariner Management & Marketing LLC
Peggy has been a chapter leader, is currently a chapter ED - for PRSA Maryland, and has worked with chapter leaders for more than 50 associations.

Focus 3: Driving Chapter Success

FOCUS 3: Driving Chapter Success with Metrics & Dashboards – Explore how performance dashboards can ensure strategic alignment with and a positive ROI from your chapters. Get a behind-the-dash look at the metrics you can use to assess capacity and execution and target support along with a front-of-the-dash view of the gauges used to report and motivate performance. You’ll learn how to measure what matters.


Peter Houstle - Co-Founder & CEO, Mariner Management & Marketing LLC
Peter is really the numbers guy. He’s an ED for two state/regional associations and project lead for the Chapter Benchmarking study and Chapter ROI study.

Focus 4: Ideas into Actions

FOCUS 4: Ideas into Actions – Our closing session focuses on you. This is the time to lock in your ideas, schedule follow-up connections with learning partners, and swap resources. You’ll learn how to transfer the CEX experience into on-going, sustainable improvement throughout your “chapter” system.


Celebrate – CRP CEXy Party



Just minutes from Washington, DC and only steps to the Rosslyn Metro


1325 Wilson Boulevard
Arlington, Virginia, USA, 22209
Tel: +1 703 525 1234

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