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Education: Associations Gotta Have It

By Bob Andelman

 

(Written in Nov. 1992 for Association Meetings magazine)

 

Continuing education requirements are growing and opportunities are blossoming for association members at a time when travel budgets are shrinking. There are fewer dollars available than ever before for week-long seminars at fancy resorts, but strangely enough, plenty of money is still in place to pay for quality education programs.

That's the quandary many professional associations are finding themselves in: Members demanding more knowledge, but unable to pay the price to get to it. And it isn't just the expense of airfare and hotel; competitive worries during the recession make it hard to justify time away from the office.

Sue Christiansen is the management conferences coordinator for the Alliance of American Insurers. She sees fewer national and more regional meetings in her future.

"It would change the whole structure of our conferences," she says. "But we're having to deal with the economy and find ways of keeping attendance up. We're hearing people say, 'I can't attend this year because my company has cut back.' I think we could get attendance up if we had shorter meetings and people didn't have to be away from the office as much."

It's a time for innovation. It has to be: an American Society of Association Executives survey of 550 national associations showed they spent $8.5-billion on education and training in 1989 alone. That's why a wide array of trade and professional association education directors and meeting planners are feverishly developing new strategies - and altering existing ones - to satisfy their members.

Here's how:

On The Road

Decentralized programs are becoming the answer for more and more associations. They're trading large-scale programs in large major metro areas such as New York, Chicago and Los Angeles for multiple meetings in secondary markets within a day's drive for enough members to make it worthwhile.

Lorraine Bergstrom, director of meetings and conferences for the American Compensation Association (ACA), says that she expects to drastically reduce travel expenses for her members in 1993 by changing the way her association schedules its 300 annual education seminars.

"In the past, we have offered four to six seminars concurrently in major cities," she says. "We'll still do that, but we're also offering seminars in third and fourth tier cities. We did six of these regional meetings in 1992 and they were well-attended. It's the way to go."

ACA might go to Chicago five times in a year with its seminars. In years past, if its members needed to take a certification program on human resources and benefits, they'd have to find their way from Denver or Columbus to the Windy City. There were no other options. Now they might want to go to a city more conveniently located.

"We never held anything in Charlotte before; members there had to drive to Atlanta," Bergstrom says. "But we're now going to Charlotte with a course. And we might go back two or three times a year with different courses."

Other new cities set to host ACA education meetings in 1993 include Cincinnati, Raleigh, Louisville, Milwaukee, Memphis and Indianapolis. "The effort is to take the meetings to the people so they can attend," Bergstrom says. "It's the most drastic method we've taken yet to cut costs."

Bergstrom, who says that her multi-million-dollar education budget has so far been insulated from budget cuts, adds that while expanding her association's regional offerings, one element has been phased out: cocktail parties/networking events.

"It's a cost savings, a liability problem and, ultimately, people didn't want to attend," she says. "The regional seminars are nuts and bolts; people are there for education. Networking parties were not meeting their needs."

The downside of regional meetings is that they put more demands on education staff and meeting planners. Bergstrom says that when she schedules education meetings in Charlotte or Dallas, she won't send a professional planner to oversee the event.

"I have contract coordinators," she says. "My staff could never travel to every one of these things, so I now have an east coast coordinator who does all my east coast meetings. She does nothing but cover meetings for us. It's usually a drive in the car or commuter transportation for her." The contract coordinators come to Bergstrom through word-of-mouth referrals and are not usually association members. Similarly, Bergstrom uses 200 contract field instructors who have a variety of expertises and can be hired on a job-only basis.

A potential negative on the expense side: one-day or two-day meetings don't usually give associations a great deal of leverage in negotiating rates with hotels.

"We're going into (local) hotels where we know we're going to get hurt with meeting room rentals," Bergstrom says. "We're hoping members choose to stay at the hotel because they don't have other travel expenses. If we pick up 75 percent of our room block, there is no meeting room rental charge. If we fall below that, we pay rental on a sliding scale. But it might be better for the organization to absorb that meeting room rental because at least we're getting attendance."

Planners hope that if they go into a city which has a hotel chain with which they do a lot of business nationally, favorable terms will still be possible. The chain would have to balance the potential for more meetings and a client's brand loyalty versus fewer room nights.

The National Office Products Association (NOPA) is another group that is shifting gears to meet recessionary pressures.

"Our members are looking harder and harder at discretionary dollars," communications director Simon De Groot says. "The challenge to us is that they still want access to education, but the expense and time away from the business are looming larger in their eyes. We had to respond accordingly, so we've moved to what you'd call a short, local and cheap scenario."

In previous years, NOPA ran three-day seminars in semi-resort settings, combining education and recreation. No more. Education meetings are being spread out to small markets and airport hotels, sometimes taking up as little as a half-day or an evening's time. And NOPA relies on a network of regional reps to do its booking instead of dispatching planners from headquarters.

"Our members want business," De Groot says. "They want a source of ideas and techniques that will help them run their businesses better. That is the primary motivation for them."

Increasing worldwide certification requirements are pushing demands for education within the American Welding Society. AWS will offer roughly 150 courses in 1993 at 104 U.S. locations. That's up from just six locations a dozen years ago.

"We're really hitting a big schedule this year," education director Don Grubbs says. "In the early years of the program, we'd see 200 to 300 people. Last year, we educated and certified over 5,000."

AWS has 41,000 members, but an estimated 60 percent of the men and women going through its education programs are non-members. To convert them, the association automatically bestows one-year complimentary AWS membership upon all graduates of its certification programs. Grubbs says that 80 percent of those graduates go on to become permanent members.

While AWS has scheduled 104 training sessions for 1993, Grubbs says that number could easily top 200 by year's end. That's because of the flexibility the Society is offering; employers are being encouraged to hire the AWS to do cost-effective, on-site training in lieu of sending employees to out-of-town workshops. It's a three-year-old service that is taking off. AWS delivered eight domestic and six international special programs in fiscal year 1991-'92; it has already presented 14 domestic and 11 overseas programs in the first half of the '92-'93 fiscal year.

"The advantage," says Grubbs, " is that you have your people in class at your facility. If you need them, you can jerk them out of class. And you don't have to pay travel and per diems. We kind of have a chokehold on the welding community because we're the only ones offering this."

Of course, the increased demand is likely to play havoc with Grubbs and his staff.

"I've got bait and water to catch a 100-pound fish," Grubbs says, "and I've got water to catch a 200-pound fish. I hope my line holds."

More Mailings, More Locations and Shorter Sessions

Austerity is the word at the National Association of Rehabilitation Facilities, where new director of education and training Dr. Dave Carlson is shortening and regionalizing his seminar programs for 1993.

Carlson is targeting one-day events to reduce registration and travel expenses. To make the new format work, he's focusing his energies on better marketing practices. That means up to four times as many direct-mail notices to regional members for each meeting. And late registration will no longer be frowned upon.

"You have to make it easy for people to attend," he says.

The National Bar Association looked at its marketing of educational programs and found it wasn't using its own resources to best advantage. Now instead of a single mailing, members receive as many as three solicitations to meetings. And it no long shies away from promotion within its own publications, according to Maurice Foster, director of special projects.

Piggybacking and Dovetailing

Education directors at organizations as diverse as the American Association of Zoological Parks and Aquariums (AAZPA) and the American Psychological Association (APA) are working on ways to attach a day of national education topics to regional and state meetings. If a three-day regional conference has already been scheduled, for instance, isn't a fourth day more convenient than a second trip two months later?

In the case of Parks and Aquariums, its members require increasing training in species survival plans, so director of education Nancy Hotchkiss is studying ways to dovetail species survival meetings with conferences that are already set up.

"Our plans are evolving," Hotchkiss says with a laugh. "We're into evolution."

AAZPA is actually considering a consolidation of its five regional conferences to just three - but that could be a budgetary improvement for cash-strapped members. As it stands, many members have to attend a regional conference plus another meeting in their specific discipline in order to get the training they need. AAZPA wants to add horticultural and species survival plan courses to what would be three super-regional conferences. Members might stay over an extra day at the super-regionals, but they'd have one less trip to make.

The American Psychological Association has a two-tiered approach to increasing its members' access to education programs. While the association has increased continuing education workshops at its annual conference from 25 to 60 in the last few years, Barbara Hammonds says she is looking at ways of taking education to the psychologists instead of simply expecting them to come to the yearly conference.

In 1992 for the first time, APA co-sponsored a regional conference with the Eastern Psychological Association. Eastern already had a Friday-through-Sunday meeting scheduled; with the cooperation of the APA, Eastern added a fourth day of education meetings on Thursday.

"They had never done a continuing education program," Hammonds, director of APA's continuing education programs, says. "They contacted us and said, 'Our members are asking for C.E. activities in conjunction with our meeting." The cooperative effort was so successful that APA and Eastern will team up twice in '93 and APA has scheduled similar sessions with other regional and related associations such as the National Association of School Psychologists and the American Counseling Association. "We're trying to take the workshops regional without seeming to come on too heavy and muscle in on the state and regional associations," Hammonds says.

TV Talk

Video conferencing is still a relatively new phenomenon for association meetings. It works for some situations better than others. When the American Institute of Architects (AIA) needed to rapidly transmit to its members the details of the new federal Americans with Disabilities Act, the idea of organizing a single national or multiple regional meetings seemed daunting and unwieldy. Instead, AIA gave video a whirl.

"Our members needed information. It was critical," group vice president of practice education Richard W. Hobbs says. "The law was going into effect and they needed to know how they would be affected."

AIA teamed up with Public Broadcasting System (PBS) to gain access to PBS' 200 existing downlink sites nationwide at TV stations, hospitals and colleges. The program was transmitted live via satellite from Washington in three, three-hour chunks over three months. After each broadcast was an hour of local participation led by an on-scene expert in the new legislation.

Although Hobbs terms the AIA's short turnaround time an organizational "nightmare," the technological elements of the video conference worked quite smoothly. The cost was $195 per person, a bargain when factored against travel costs for an out-of-town meeting and days away from the office. Attendance - enhanced by non-AIA members at PBS sites - was a remarkable 20,000 people at one or more of the three sessions. A follow-up seminar on the environment is scheduled for '93, although AIA will organize its own downlink network this time.

"The plan is that the Institute will use the technology in the future," Hobbs says. "We have an obligation to get information to our members. If this proves to be the best way, this is the way to go."

Television education may not be for everyone though, Hobbs warns.

"Are your members likely to watch TV?" he suggests other planners consider. "One of the concerns we had was that our professionals would not watch TV. Some feel it is inefficient; others feel they need more hands-on. That's why we added the hour at the end."

American Bar Association members in 70 cities have had access to satellite conferences for a decade. Now the ABA is adapting video for additional uses.

"We have felt the effect of the recession," division for professional education director Dick Carter says. "People are concerned about how many people they send to our meetings and how expensive it is. A lot of law firms are doing continuing education in-house and we're helping."

In addition to taping its satellite conferences for later use, the ABA's education division produces continuing education programming specifically for use by small groups or individuals. Carter says that video courses on certain topics provide education at a considerably reduced cost to traveling to a remote locate for a three-day seminar. "Firms tell us they don't want their lawyers to spend time away from billable hours," he says.

The Implementation Generation

Encourage non-members to attend pgms One of the ways the Grocery Manufacturers of America (GMA) found to increase interest in its new Center for Education program was to call on its own members to present case studies in areas as varied as coupons and reclamation centers.

"We've brought companies forward to talk about how they're doing things," John Gray, vice president of education and industrial affairs counsel, says. "That formula has really brought people out. We call it the 'implementation through case study' approach. It's good advertising for the companies and a chance for the industry to hear about it first-hand. One company will make a pitch for what it is doing and the others cherry-pick what they can use."

GMA's membership includes companies such as Phillip Morris, Kraft, Kellogg, Quaker Oats and Pepsi in food and non-food manufacturing.

"There's an old adage about, 'Those who can't, teach,'" Gray says. "We're calling on those who can, to teach."

Another new development for GMA is keeping its meetings to one day or a day and a half, tops. "We pack a fair amount in," Gray says. And his members like it: Gray says that for a meeting at which he optimistically budgeted for 85 attendees, 140 showed up. "I think we hit a nerve," he says.


Other Ideas

There are a few more notions in the wind to make meetings more user-friendly. Several associations - American Institute of Architects and the American Nurses Association are two - are developing online computer services that can be used for continuing education. This comes on the heels of surveys indicating a large percentage of members with access to computers and modems.

And the "workshop-in-a-box" concept is a popular one. In this scenario, a national association supplies facilitators guides, workbooks and even interactive videos to regional, state or local affiliates.

end

 

©2000, All rights reserved. No portion may be reproduced without the express written permission of the author.


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