Agenda
Join us for an immersive day for association professionals who want to adopt, upgrade, or get more from the CRM or AMS they already have, and use it to drive stronger member engagement.
CRM and AMS platforms sit at the heart of every association, yet many teams are left unsure how to scope what they need, make the right decisions, or make the system work for them. Whether you’re choosing a new platform, mid-implementation, or tied into a system you can’t change, this day gives you practical tools, honest peer insight and a clear plan to take back to your organisation.
Forum Leader
Lisa Collins
Event Highlights
Educational Keynotes
Practical insight into the latest trends, innovations and best practice in CRM and AMS for associations.
Hands-on Workshops
Working sessions where you scope your own requirements and map your own member journey, so you leave with outputs you can use straight away.
Case Studies
Real-world examples, woven through the day, of associations improving efficiency and member engagement through their CRM/AMS.
Peer Discussion
Compare notes and share frustrations with colleagues in the same position, whether you’re choosing, keeping or still deciding.
Partner Showcases
Meet selected CRM and AMS solution providers and learn how they support associations.
Your Action Plan
Every delegate leaves with a one-page plan.
Programme
09:00 - 10:00 - Arrive at venue (Royal College of Physicians, 11 St Andrews Place, Regent’s Park, London NW1 4LE)
09:00 - 10:00 - Refreshements on arrival
10:00 - Part 1: Strategy and scoping
- The Transformative Potential of CRM & AMS
Understanding CRM / AMS trends, innovations and best practice - CRM & AMS Integration with Digital Strategy
Exploring how CRM/AMS can align with association goals, integration and improved workflows - Workshop 1: Scoping
Define what your CRM/AMS needs to do, then sort your pain points into what you can fix with what you have, what you can extend, and what genuinely needs replacing
12:00 - Partner Showcases
- Learn how strategic association partner suppliers support associations
13:00 - Networking Lunch
14:00 - Part 2: Selection & Data
- From Scoping to Selection
A practical overview of turning your scope into evaluation criteria, with peer insight. For those keeping their system, how to get more from your supplier relationship - Preparing Your Data for CRM & AMS: A Practical Guide
What should associations consider before migrating, identifying and removing bad data, data enrichment strategies and ongoing data governance
15:00 - Networking & refreshment break
15:30 - Part 3: Engagement and the future
- Workshop 2: Plotting the Member Journey
Map each stage from recruitment to renewal and spot where your system helps or holds you back, including how to support your recruitment strategy - Future Capabilities and Keeping Members Engaged After Go-Live
AI, automation, personalisation and predictive analytics, plus low-cost engagement tactics that work on almost any platform
16:30 - Close
Join us for a day of learning, collaboration, and inspiration, as we empower association professionals to navigate the complex world of CRM and AMS, unleash their full potential, and drive their organisations toward greater success and member satisfaction.
What's included
- All sessions
- Refreshments in the morning and afternoon
- Lunch
- Documentation
- Post-event online community access
CPD Value
This Executive Forum attracts 4 hours of CPD
