Inside the AMS Journey: Lessons from Switching Software

Getting Association Data Ready for AI

In this episode of Beyond Membership, hosts Rob and Jake are joined by Nicole Adair of Salesforce to explore how associations can prepare their data for AI. Recorded shortly after the ASAE Annual Conference, the conversation covers: * Salesforce’s perspective on the power of platform-based technology for associations * Practical steps associations can take to get their data “AI-ready” * Real-world use cases of AI delivering value for members * The future of agentic AI and why prompt engineering is the #1 skill to build today Whether you’re just starting to think about AI or already testing use cases, this discussion will give you practical insights into building a solid data foundation, leveraging AI responsibly, and driving member value in new ways.

Leading Digital Transformation at NACUBO

In this episode of Beyond Membership, hosts Rob and Jake sit down with Tadu Yimam, VP of Operations and Member Engagement at the National Association of College and University Business Officers (NACUBO). Tadu shares her inspiring journey from starting as a one-day temp to helping lead a full-scale digital transformation—rebranding the organization, overhauling its 20-year-old tech stack, and implementing Nimble AMS in record time. Together, they explore: 💡 How NACUBO built trust and collaboration across teams during a major AMS migration ⚙️ What it takes to modernize systems without losing momentum 🚀 Why “failing fast” fuels innovation and continuous improvement 🤖 How NACUBO is preparing for the future with AI, data analytics, and personalization Whether you’re navigating your own technology overhaul or looking to strengthen member engagement, this conversation is packed with lessons in leadership, change management, and embracing the future of association technology.

Inside the AMS Journey: Lessons from Switching Software

In this episode of Beyond Membership, we sit down with Kerry Lennon from the American Orthopedic Association to talk all things AMS—implementations, upgrades, user adoption, and making the member experience seamless. From her unexpected start as a history major to working hands-on with five leading AMS platforms, Kerry shares her unique perspective, lessons learned, and practical advice for association pros navigating system transitions. Plus, Rob and Jake share exciting news about Momentive’s latest acquisition: VolunteerMatters, and how it fits into a growing ecosystem designed to meet every need of mission-driven organizations.

Role of the Association Technologist

Rob and Jake talk with Chris Hunter from AAPA about the magic that can take place when you have an engaged and effective technician working for your association.

Orchestrated Serendipity with Andrew Leasure

Rob, Jake and Andrew Leasure (CFO, Economic Club of Chicago) discuss the arithmetic of associations making more value with less resources.