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Association 101 - Fall 2021


An orientation for association professionals, Association 101 is designed to provide a solid foundation of knowledge and appreciation for the unique environment, culture and dynamics of associations.
*Association Forum offers Association 101 quarterly with location rotating between Forum Headquarters downtown and suburban locations and now online.

CAE Credit Hours: 6.0
Virtual Association 101
     Part 1 Tuesday, November 16th  9 a.m. - Noon;
     Part 2 Wednesday, November 17th  9 a.m. - Noon
Fee: $360 member; $480 non-member for non-members

Bring a friend and learn together. Get an additional 10% off when you register two or more. Contact to take advantage of this discount.

After attending this session, you’ll be able to:

  • Discuss the nature and scope of associations
  • Explore information to support career advancement
  • Describe the working relationships between volunteers/members and staff
  • Partake in networking opportunities


  • Nikki Palluzzi, CAE, Director, Member Services & Experience at National Association of Personal Financial Advisors

    Nikki Palluzzi, CAE, has been an association professional for 15 years. She started her professional career spending ten years at SmithBucklin, serving in an operations role for six different technology user groups and progressing to the operations manager for two groups. Nikki currently serves as the Director of Member Services & Experience for the National Association of Personal Financial Advisors (NAPFA), managing volunteer programs, communities of interest including DEI, the Women’s Initiative, and young planners, and managing the member experience of the associations 4,200+ members. In her non-working life, Nikki spends time with her three children and husband, coaches youth soccer, works as a volunteer election judge, and spends any free time she gets reading, running, or cooking.

  • Jacky Meracle, CAE, CMP, DES, Chapter Engagement Manager @PCMAHQ

    Chief Staff Executive to several North American Chapters, overseeing all aspects of management agreements including event planning and content curation, financial management, marketing, and advising executive leadership.
    ­Staff liaison to 17 regional chapters throughout North America, providing support to volunteer leaders including training, brand management, and board consultation.
    Systems administrator for all chapter-related technology including SalesForce and membership reports, WordPress Websites, Aventri Registration System, Pardot Email Marketing System, and QuickBooks Enterprise System.
    Oversees the development and execution of two face-to-face training and networking workshops per year for volunteer leaders.
    ­Directs a student and emerging leader task force, providing support to early career members.
    ­Coordinates the student education program, serving approximately 200 student members at the association’s annual meeting.
    Remotely trains and supervises chapter administrators across North America.

  • Angela Schnepf, MBA, CAE, Executive Vice President, LeadingAge Illinois

    Angela serves as the President and CEO of LeadingAge Illinois, a trade association with corresponding foundation and PAC that represents the interests of organizations that serve the aging population. She brings over 20 years of experience in association management through her work with association management firms as well as both small and large stand-alone associations. Her accomplishments and strengths include working with leadership to identify and implement strategic operational goals that support the society’s mission and vision, developing membership recruitment and retention programs, identifying new and growing existing non-dues revenue programs, implementing successful educational programming, and increasing financial transparency and soundness. She have worked with societies to increase membership retention and recruitment rates, turn around financial trends of yearly losses to gains, and improved educational offerings through improved

  • Donna Malert, CAE Director, Governance at American Academy of Orthopaedic Surgeons

November 16, 2021
Tue 9:00 AM CST

Duration 3H 0M

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