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8/18/2016 1 COURSE NAME DATE FACILITATOR NAME August 18, 2016 Presented By: Nikki Golden, CAE Director of Membership, National Roofing Contractors Association Chair, CAE Working Group Carol Pape, CAE Chief Operating Officer, Association of Professional Chaplains CAE Awareness & Outreach Sub-Committee Lead Karen Horting, CAE Executive Director & CEO, Society of Women Engineers CAE Awareness & Outreach Sub-Committee Member CAE Study Course Informational Webinar

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8/18/2016

1

COURSE NAMEDATE

FACILITATOR NAME

August 18, 2016Presented By:

Nikki Golden, CAE

Director of Membership, National Roofing Contractors Association

Chair, CAE Working Group

Carol Pape, CAE

Chief Operating Officer, Association of Professional Chaplains

CAE Awareness & Outreach Sub-Committee Lead

Karen Horting, CAE

Executive Director & CEO, Society of Women Engineers

CAE Awareness & Outreach Sub-Committee Member

CAE Study Course Informational Webinar

8/18/2016

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Special thanks to our generous sponsor:

Certified Association Executive (CAE)The Certified Association Executive (CAE) designation is designed

to elevate professional standards, enhance individual performance

and identify association professionals who demonstrate the

knowledge essential to the practice of association management.

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CAE History • First conferred in 1960

• Granted accreditation by the National Commission for Certifying

Agencies

• More than 4,300 CAEs as of July 1, 2016 (many CAEs are CEOs,

but just as many are not)

Top Reasons Why People Earn the CAE

1. Professional development – career planning

2. Dedication to association management as a career

3. Belief in the profession

4. Self-fulfillment

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Impact of the CAE

Impact of the CAE

1. Drives professional self-confidence:

70% of CAE test takers report enhancing knowledge, improving

advancement opportunities and elevating their status in their

current position as their motivation.

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Impact of the CAE Cont’d2. Widespread value and recognition:

Particularly among your board leaders, members and those

involved in hiring nonprofit professionals, including executive

recruiters and association HR directors.

Impact of the CAE Cont’d

3. Opens doors and creates connections:

Through a range of CAE-only events and increased volunteer

leadership opportunities through ASAE & The Center and local,

state and regional association professional societies.

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CAE Eligibility

Requirements

CAE Eligibility Requirements 1. Currently employed, or have been within the past 5 years, by a qualifying nonprofit

organization or association management company.

2. A bachelor’s degree or qualifying work experience equivalent. (Applicants without a

qualifying degree must submit an additional 8t years of professional work

equivalence to qualify to take the exam. Each year of completed undergraduate

studies may be substituted for 2 years of professional experience.)

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CAE Eligibility Requirements Cont’d3. Sufficient qualifying professional experience (3 years experience as CEO with a

bachelor’s degree; 5 years experience at a staff level with a bachelor’s degree).

4. Completion of 100 hours of broad-based qualifying professional development activities

within the last five years.

5. A signed attestation to uphold ASAE’s Standards of Conduct and to disclose any

felony convictions.

New CAE Eligibility Opportunity

• In response to the changing landscape of employment in association management, the CAE

Commission determined that an alternate pathway should be provided to the employment

experience requirements.

• 2-tier alternative to the current employment experience requirement:

– “Ten years paid service as an employee, independent contractor, or consultant who has

demonstrated professional involvement within the association community by providing

services as defined by the CAE exam content outline OR

– Five years of such service if substantially all of their work is devoted solely to qualifying

organizations.”

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CAE Exam Update• Every 5 years ASAE conducts a job analysis to ensure that the CAE Exam

is compatible with industry best practices and updates the exam

accordingly.

• May 1, 2015, was the first exam using the updated job analysis information.

• The Domain Content Outline, CAE Study Guide, Professional Practices

book and Forum CAE Study Course have been updated to reflect the

changes.

CAE Exam Content OutlineDomain 1: Strategic Management 16‐18%Domain 2: Governance and Structure 10‐12%Domain 3: Membership Development 7‐9%Domain 4: Programs, Products and Services 9‐11%

Domain 5: Leadership 16‐18%

Domain 6: Administration 15‐17%

Domain 7: Knowledge Management and Research 2‐4%Domain 8: Public Policy, Government Relations, and Coalition Building 7‐9%Domain 9: Marketing, Public Relations and Communications 6‐8%

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Who Administers the CAE Program?

• ASAE administers the examination under the direction of a 14-

member CAE Commission, which provides the credential.

• All applications are sent to and processed by ASAE.

The Steps To Achieve The CAE

1. Attend an orientation session conducted by Association Forum's CAE

working group.

2. Obtain 100 hours of qualifying professional development.

3. Complete the CAE application online at

www.asaecenter.org. Go to Career and then CAE Certification.

4. File the application form and appropriate fees.

5. Register for an Association Forum study course (most candidates go

through the study course process).

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The Steps To Achieve The CAE Cont’d

6. Order the ASAE reference materials.

7. Read the materials, attend the study course sessions and prepare for the

exam.

8. Take the CAE exam.

9. Celebrate your accomplishment! Pass or fail, you are richer.

Qualifying Professional Development Hours

• Only need 100 hours (does not have to be in any particular domain).

• Obtained within the last 5 years.

• Any continuing professional education offered by any professional entity may

be acceptable toward the professional development requirement as long as it is

directly related to either association or nonprofit management, as defined by

the CAE exam content outline, and meets the Commission’s guidelines.

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Qualifying Professional Development Hours Cont’d

• CAE credit is earned for actual clock time of qualifying education, including partial hours, up to

a maximum of 8 CAE credits per day. (Ex. 1.5 hours of qualifying education equals 1.5 CAE

credits.)

• Live conferences, workshops, seminars or classes (including face-to-face,

audio/videoconference and online delivery).

• College or university courses taken for academic credit at a U.S. accredited academic

institution earn 15 hours per earned semester credit, 14 hours per earned trimester credit and

10 hours per earned quarter credit (e.g., a 3-credit semester course earns 45 CAE hours).

Qualifying Professional Development Hours Cont’d

• Preplanned in-depth group study of specific association management topic(s) with interaction between a minimum of 3 participants from different organizations earns 1 CAE credit for each clock hour, up to a maximum of 20 hours per CAE application (i.e. CAE Study Course / Groups).

• Mentoring: Candidates receiving mentoring specifically focused on the field of association management can earn up to 10 CAE hours. Must complete a minimum of 10 clock hours to qualify. Two hours of received mentoring equals one CAE hour, up to a maximum of 10 CAE hours. The individual providing mentoring must be a CAE. The mentor and mentee cannot be employed by the same organization. As verification, candidates will complete a designated form, to be signed by the mentor.

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Does this Qualify? When in doubt, ask:

• ASAE: Jamar Wright, Associate Manager, Credentialing

[email protected]

• ASAE: Lori Furtado, CAE, Director, Credentialing

[email protected]

I’m Short a Few Hours!

• Association Forum, ASAE events and annual meetings usually all qualify.

• Forum SIG meetings count for 1.5 hours and are included in your membership.

• Today’s session counts for 1 hour. Start tracking!

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Tracking Professional Development Hours• Save confirmations.

• Track in Excel document or a folder.

• ASAE can provide a partial transcript of activity.

• Forum can provide a partial transcript of activity – Requires 7 to

10 business days.

Send request to [email protected]

The Application Form

• Documents your professional and

educational background.

• Completion of 100 hours of broad-based,

association management-related

continuing education/professional

development within the last 5 years. This

education must be directly related to

nonprofit management.

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The Application Form Cont’d

• You can sit for the exam for the next 2 exam dates after your application has been accepted.

• If you are unsuccessful on the CAE exam, you may re-take the exam for $250.

• Within 6-8 weeks of submitting the application, you will be notified of eligibility.

The Application Form Cont’d

How long to complete?

• Anywhere from a few hours to a few days.

• It is up to you to remember and record your achievements; the Forum doesn’t do it for you.

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How Much Does It Cost?

• Application fee of $500 for ASAE members and $700 for non-ASAE members.

• The CAE study group costs $450 for Forum members and $600 for nonmembers.

• CAE Books run approximately $250- $500.

Two CAE Scholarships Available

• Association Forum Foundation Scholarship: Sponsored by Johnson

Lambert LLP– up to $1,000 covering the costs of the application fee,

study course registration and some standard CAE study materials.

• Million Dollar Round Table John J. Prast CAE Scholarship – up to

$1,250 covering the costs of the application fee, study course registration

and some standard CAE study materials.

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CAE Scholarships • Candidates are required to complete and submit the standard online Association

Forum Scholarship Application (www.associationforum.org).

• Must provide a letter of support from your immediate supervisor.

• Automatically considered for both (unless a Million Dollar Round Table employee).

• Deadline: Aug. 22, 2016, for the Dec. 2, 2016, exam.

• Must be a current Forum member, meet CAE application eligibility requirements and demonstrate organizational financial need.

Bibliography of References• The CAE Commission’s Authoritative Literature presents readings for

the CAE exam, organized by the 9 domains of the CAE exam outline.

Most of these resources are available through ASAE's bookstore at

special member prices.

• Several resources contain information applicable to more than 1

domain, and thus appear more than once in the Authoritative

Literature. Where possible, specific chapters have been noted to

provide further direction as to the sections applicable to that specific

domain.

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Bibliography of References Cont’d

• References are available through ASAE & the Center’s website

www.asaecenter.org/.

• The study aides are designed to help candidates gain an

understanding of the topics covered in the exam. The specific

questions, however, are not derived from the reading material. In

other words, the answers aren’t necessarily in the references!

Forum’s Study Course• Open to all aspiring CAEs at Chicagoland associations, Association Forum’s CAE Study

Course is designed to help association professionals study for the Certified Association

Executive exam and then pass it!

• Facilitated by CAE "graduates," study course sessions focus on the 9 identified domains of

association management.

• Study course sessions meet from 5:30 to 8 p.m. for 11 weeks in February, March and April

for the Spring exam date, and in September, October and November for the Fall exam date

on Tuesday nights at our downtown office.

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New & Improved CAE Study Course

• 11 week course with informative and interactive sessions.

• New feature: Participant led final review session before the exam.

• A dedicated test preparation session focused on test-taking strategies and study tips.

• A CAE pre-test to quickly identify areas for concentrated study.

• A newly revised CAE Study Guide developed by ASAE.

New & Improved CAE Study Course Cont’d• Discussions of the week's readings and review of questions and key terms.

• A review of identified best practices for each domain prepared by facilitators.

• A simulated 100 question mock-exam.

• CAE test-taking resources to enhance studying efforts.

• A private online member community of CAE facilitators and candidates to engage in online discussions and share resources outside of the classroom.

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Spring 2016 CAE Study Course

• When: Sept. 6 – Nov. 15, Tuesday evenings, 5:30 to 8:00 p.m.

• Where: Association Forum, 10 S. Riverside Plaza, Chicago (Association Forum Offices will be under renovation during this time, so classes will mostly be held in conference room 840 across from Association Forum offices with some held in the building across the street at 120. S Riverside Plaza)

• Fee: $450 Member / $600 Non-Member

• Registration Deadline: Thursday, Aug. 23. Late registrations will be accommodated; however, we cannot guarantee your CAE Study Guide will be available by the first session.

Study Course Hours for CAE Credit • Participants will earn 1 CAE credit for each clock hour, up to a maximum of 20 hours per

CAE application.

• All CAE eligible education must fit into the specified timeframe to be able to be used toward

either the exam application or renewal application.

• For candidates applying for the Dec. 2, 2016, exam and taking this Study Course, you may

claim up to 2.5 hours per session attended (7 hours total) up until the time preceding your

application submission.

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How Much Time Does It Take?• Groups meet on Tuesdays, Sept. 6 – Nov. 15, 5:30 to 8:00 p.m.

• How much time you spend preparing for each study course session and the exam will relate to your comfort level with the material for each domain.

• Participants are strongly advised to read the recommended readings and complete the study questions before each session. Domains are not covered in numeric sequence.

• Sign up today!!!

About The Exam

• A knowledge-based, paper and pencil examination.

– 200 multiple-choice questions.

– Questions were written by CAEs under the direction of psychometricians (exam

writing experts).

– The content outline is derived from a role delineation study conducted by ASAE

& the Center that forms the body of knowledge for the association management

profession.

• Four hours or less to complete.

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When Will I Know If I Passed?

• All candidates will be notified in writing within 8 weeks.

• Exams are computer graded.

• Successful candidates receive notification of their passing status only.

• No results are reported over the telephone.

What If I Don’t Make It?

• Unsuccessful candidates receive a summary report.

• Unsuccessful candidates may file a written petition to the

CAE appeals committee.

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For Your Reference: When Is The Exam?• The next exam is scheduled for:

December 2, 2016

• Deadline to apply: September 28, 2016

• Following exam: May 5, 2017

How Is The Exam Scored?

• A predetermined standard of knowledge.

• There is no curve, and candidates do not compete against each

other.

• There is no limit on the number of candidates who may pass or fail

the exam.

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CAE Recognition

• Successful candidates are recognized at ASAE &

the Center’s next national educational event.

• They are also recognized by Association Forum in

FORUM magazine and on Forum’s website.

Certification Renewal

• Must accumulate over 3 years:

– 40 hours of continuing education, professional development

or

– 30 hours of continuing education and

10 hours in other areas--such as leadership,

instruction or writing.

• Must complete CAE renewal form.

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Certification Renewal

• One of the easiest ways to earn renewal hours is to volunteer with the Forum!

What Does Renewal Cost?

• $350 for members and $500 for nonmembers.

Renewal fees are reduced ($275 for members and

$425 for nonmembers) if the renewal application is

received by Oct. 31 of the year of certification

expiration.

• Must be paid when the renewal report form is submitted.

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For More Information

• www.associationforum.org – Education & Events -- CAE

• For general information on the CAE program, access ASAE’s website at www.asaecenter.org/Career/contentcae.cfm?ItemNumber=16097

• Jamari Trent or Lyndsey Schneider, Association Forum,Jamari: [email protected] 312.924.7032; Lyndsey: [email protected] 312.924.7043 or

[email protected]

• Nikki Golden, CAE Working Group Chair, [email protected]

Thank You!

And Good Luck!