November 19–20 – CEO/CSO Summit

Develop an Effective Partnership Between Your Association’s Board and Staff

The board/staff relationship changes every year. Kick it off on the right foot. Designed for both the chief staff officer and chief elected officer, define your association’s annual priorities and discover ways to make the most out of your year ahead by working together as an effective leadership team.

You’re the New CEO/CSO Team – Now What?

  • Board member preparation
  • Being involved as a board member
  • Dealing with organizational politics
  • Defining roles and mutual understanding of the CEO and CSO
  • Appreciating how your two personality styles can work together

Creating & Sustaining a Healthy Board Culture

  • Creating a healthy board culture
  • Board recruitment and ways to be more proactive in the process
  • Engaging in productive discussions around the board table
  • Building consensus within the board
  • Dealing with difficult board/staff members
  • Making difficult decisions objectively
  • How to prevent a board (or board member) from going rogue

Planning to Succeed

  • Strategic boards/how to think and act strategically
  • The importance of creating/having a strategic plan
  • Utilizing a plan to ensure alignment of board and staff priorities
  • Encouraging new ideas into a strategic plan and when/how to revise the plan

Facilitator: Gary Bolinger, CAE, president & CEO of the Indiana CPA Society

Gary Bolinger, CAE began his career with the Indiana CPA Society in 1984 as the field activities director and recently celebrated 33 years with the organization. His responsibilities initially included chapter management, relations with educators, the Educational Foundation and legislative relations. He was named executive director in April 1990. Accounting Today named Bolinger one of the “Top 100 Most Influential” people in the accounting profession in 2015 and 2016. In October of 2014, Bolinger received the Sagamore of the Wabash, one of the highest distinctions an Indiana governor can present. In March of 2010, Bolinger received national recognition as he was named AccountingWEB’s Outstanding CPA Association Employee of the year for the prior year. In 2001, Bolinger was named Association Executive of the year by the Indiana Society of Association Executives. And, in 1998, he received the Indiana CPA Society Chairman’s Award. The last three awards are given to an individual who has shown outstanding dedication and service to his organization and profession.

Date: Sunday, November 19–Monday, November 20, 2017

Sunday, November 19
6:00–7:00 p.m.: Cocktail Reception
7:00 p.m.: Dinner on your own with your CEO/CSO

Monday, November 20
8:00–8:30 a.m.: Breakfast/Get to Know Your Peers
8:30–11:30 a.m.: Morning Sessions
11:30 a.m.–1:00 p.m.: Lunch
1:00–4:00 p.m.: Afternoon Sessions

Location: Crowne Plaza Indianapolis Downtown Union Station, 123 W. Louisiana Street, Indianapolis, IN 46225 Map

Cost Per CEO/CSO Pair: $700 for ISAE, FEA & SAE members/$900 for non-members

Additional Attendees: $175 for ISAE, FEA & SAE members/$225 for non-members

If you are a member of one of the following groups and not an ISAE member, please contact Natalie Shryock to register at the member rate: 317-328-4569 ext. 148 or

  • Fraternity Executives Association
  • KSAE
  • OSAE
  • MSAE
  • Illinois SAE
  • Forum of Chicagoland

Hotel Accommodations: Book your room at the Crowne Plaza. Call the hotel reservations department at 317-631-2221.

Parking: Complimentary valet parking will be provided for both overnight guests and meeting attendees.


Note when registering: Please include second attendee’s name and contact information in the Additional Information section, as you will be registering two people at once.

Special Thanks to Our Premier Event Partner

Domain: Various    CAE Hours: 7

As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for 7 credits toward your CAE application or renewal professional development requirements.

Note: This program is not endorsed, accredited, or affiliated with ASAE or the CAE program. Applicants may use any program that meets eligibility requirements in the specific time frame towards the exam application or renewal. There are no specific individual courses required as part of the applications – selection of eligible education is up to the applicant based on his/her needs.

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