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Category: Book

Attract, Don’t Recruit with Christine Cribb

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Brandon Burton (00:00.536)
Hello, Chamber Champions. Welcome to Chamber Chat Podcast. I’m your host, Brandon Burton, and it’s my goal to introduce you to people and ideas to better help you serve your Chamber members and your community. Our guest for this episode is Christine Cribb. And after a decade in the Chamber world, where she led the largest Chamber per capita in the entire state of Washington, Christine brought her signature spark and unstoppable energy to the Chamber to a chamber in the foothills of North Carolina. Last year, she made a bold move and stepped away from an industry she deeply loves and stepped into what’s next. Christine went back to school to earn her executive presence certification from Cornell University, launched her own boutique PR and strategy firm, Christine Cribb and Company, and poured her heart and experience into writing her powerful first book, Attract, Don’t Recruit, A fresh relationship driven roadmap for chambers and nonprofits who want to grow with purpose and energy. These days, she’s all about living fully and leading boldly by helping organizations connect with passion while soaking up every moment with her three amazing grandbabies. Christine brings energy, authenticity, and heart to every stage, every project, and every conversation. Get ready because Christine shows up with energy and

The room shifts when she arrives. So Christine, I’m happy to have you with us again here on Chamber Chat podcast. For those who are regular listeners, she was with us in episode 270 if you wanted to go back and listen to that. go ahead and say hello to all the Chamber Champions out there listening. And I always like to get the interesting fact about you.

Christine Cribb (01:44.143)
Hello Chamber Champions. and an interesting fact. Wonderful. Hello Chamber Champions. It’s such a pleasure to be here. Thank you so much, Brandon, for allowing me to come back on. An interesting fact about me would probably be that I spent 2020 during COVID in Italy. And I don’t want anyone to feel sorry for me because I drink lots of wine.

I learned how to cook authentically and it was probably the best adult timeout I had ever had. So there’s an interesting fact about me.

Brandon Burton (02:23.054)
of good food that I haven’t been there but I’m a fan of Italian food so how long were you there in 2020?

Christine Cribb (02:30.988)
I was there for an entire year. we were there when January, when it closed down in February. And then when the airports opened back up, I came home and did a nationwide search to go back into Chamber World. I really thought that there was no better time for chambers to be engaged and active and supporting small business than coming out of COVID for sure. Yeah.

Brandon Burton (02:56.088)
Yeah, absolutely. Well, tell us about your new venture, your new PR firm and the endeavors that you’re embarking on these days.

Christine Cribb (03:13.368)
Sure, sure. So you were cutting out a little bit there, but I believe you asked me what about after I left the chamber. Is that was that your question?

Brandon Burton (03:22.476)
Yeah, yeah, tell us what you’ve been up to these days with your PR firm and what you’re embarking on today.

Christine Cribb (03:28.298)
sure, sure. So I left the chamber last fall, just about this time of year. I left the chamber. visited with family all over the country and I was able to be present in my children and my grandchildren’s lives, which was really incredible. As everyone knows in chamber world, you’re balancing 27 plates and even though you’re visiting someone, you’re thinking of something else that should be done or needs to be done or did I tell somebody that? And so I was completely present. I came back.

I did go to school. went back to Cornell University and got an executive presence certification. And then I started my own. So I wrote my book January and February. I wrote my first draft and then started that entire process, which is phenomenal for anyone that wants to write a book. It’s just a great process of putting so much knowledge and story that you have to share that hopefully you make a difference to one person is incredible. So I wrote my book. I went back to school.

I started a little PR firm because I still have a great desire to help small businesses and businesses grow. And so instead of representing 600 members, I represent six. Six businesses that I can help put decision makers in front of them. I can give them exposure, public relations. It’s just delightful. It’s just a wonderful hands-on.

I am in charge of my own schedule. Don’t be envious, Chamber Champions, but I’m in charge of my own schedule. And I love the work so much. I still am absolutely passionate about helping businesses succeed.

Brandon Burton (05:08.13)
Yeah, and in this stage, you don’t have a board to report to or anything like that. So you’ve got a lot more freedom for sure. Yeah, I think.

Christine Cribb (05:16.93)
No board. Absolutely.

Brandon Burton (05:22.102)
I think this is the first time I’ve ever heard of the book writing process as being phenomenal from somebody. So you must have done something magical with the book. And a lot of other people talk about how strenuous it is and what a labor of love, those kind of descriptions. So I’m excited to learn about the book too. So most, go ahead.

Christine Cribb (05:41.707)
Right.

Christine Cribb (05:45.869)
super

Christine Cribb (05:50.242)
I just wanted to share that I thought I wanted to write a book. I wasn’t as secure in it until I did the research and realized that I had a story to tell and somebody will benefit from this story. And when I put it out to beta readers, the nicest compliment was, we can hear your voice. can hear that people could hear my voice in my words. And I thought, I’m going to share it.

I am not a literary virtuoso by any stretch of the imagination. I’m a Midwest girl. I speak in run-on sentences. I speak way too fast and I’m in the foothills of North Carolina. So be know that my editor constantly was slashing run-on sentence, run-on sentence, stop it, slow down. anyway, I did enjoy the process and it was, it’s my first of many books, I think. So I guess I enjoyed it where other people.

might have found it to be a challenge. I enjoyed it.

Brandon Burton (06:46.99)
That’s great, yeah, and other people say, I’ll never write another book again. And you’re just saying it’s the first of many.

Christine Cribb (06:48.653)
I also did lots of, Brandon, also did a lot of Yeah, rookie mistakes. So people, you you make mistakes. The first time doing something, you make mistakes. And I made a few. So, but it was a good lesson learned for sure. Yeah.

Brandon Burton (07:05.228)
Yeah, that’s great. So we’ll spend most of our conversation today talking about the theme of your book is attract. Well, it’s the title, but it’s the theme that we’ll carry on for this podcast recording is attract. Don’t recruit. And the importance of that.

When you look at it through a chamber lens, through a membership organization lens, I think it’s a great idea, a great concept, and great principles that we’ll dive into as soon as we get back from this quick break. All right.

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Brandon Burton (07:39.31)
All right, Christine, we are back. So as I mentioned before the break, we’re talking about attract, don’t recruit. So this is the title of your book, but tell us about how that title came to be, how that became the focus for your first book and what some of those lessons are that you share.

Christine Cribb (07:55.833)
Sure.

Super, thank you so much for asking. So a track don’t recruit came to me when I was coaching a membership position at my second chamber. I was coaching her and she said, so-and-so is not a member. I want to go get them and pitch them. And I said, you know, what’s interesting is that we doubled the chamber numbers in Cleveland County. And I never ever knocked on a door, handed a card.

said you’re not a chamber member come and visit me. We created energy and momentum that people leaned in and they came in and one by one we met every single one of them met with me.

They felt the benefits, they could see it and feel it, and they wanted to be part of it. The best example why I knew this was a track don’t recruit had to be the title, Brandon, is because in about my second year at this chamber, a woman came in and said, I can see so much energy on Facebook. I want to be part of this.

And I knew then that we had a little magic momentum going on and that needed to be the name of the book. Of course, I didn’t even know when I would be stepping down and retiring then, but I just knew then I would write a book and it would be called Attract Don’t Recruit. It would be all about infusing energy and making sure that people that ran chambers knew that they are the energy. They are responsible for managing up and managing down. They are the energy for their entire organization.

Christine Cribb (09:36.11)
So that’s kind of the meat and potatoes of the concept of how it got the title. And then it just evolved after that. would think of a topic like one of the most popular chapters right now that I’m getting feedback from is knowing your why.

Everyone talks about that. You really need to dive into why you do what you do and it empowers you to feel so much more authentic and convincing when you’re talking to someone when you understand your why. The other chapter that’s getting a lot of attention is the risky business I call it and it’s about taking risks. If you stay in the same mode you’re in, you will be in the same spot you’re in

two years from now, but if you take a risk and do something you’ve never done before. And in the book I share great risk takings. have a couple of really funny stories and then I share some failures. Like I can be completely bombed on something and it’s okay because at least I took the risk in doing it.

Brandon Burton (10:43.584)
Yeah, I like that. And with highlighting those two chapters, the why understanding your why is going to give you that drive that motivation to create that energy that you’re talking about, but also the risky business aspect. I’m sure there’s precautions, there’s things you need to look at. So you’re not just being, you know, totally flagrant with what you’re doing. But the risky business when you do something that’s exciting, it’s going to build that excitement that’s going to draw that attraction. Is there more that

can talk on on those two topics and building the energy around those those ideas.

Christine Cribb (11:20.599)
Absolutely, the risky business most importantly is that it’s strategic obviously and well vetted. I’ll share one really funny story. I was asked by a local community college to do a TV show.

and on Chamber World and Small Business. And so I went to my advisory committee, who is our board members. They’re the group that hired me and I wanted them to stay involved and I created an advisory committee. So the one, the chairman of the board said, let’s go drink some bourbon. We’ll have some bourbon brainstorming going on for, to discuss this. Well, I’m not a bourbon drinker.

So the host was about four doors down from where I live in my neighborhood, went to the bourbon brainstorm meeting. In five minutes, we decided that this TV show was not in our lane. We were not going to do it. and I agreed with that, but I just wanted it really well, once again, well vetted to take a risk of my time and energy. Right. And so I did drink my first old fashioned and I probably drank two of them.

Brandon Burton (12:33.804)
Okay.

Christine Cribb (12:36.347)
I then took something out of a jar and ate it and said, is the best grape I’ve ever tasted. And one of the men at the event said, at the meeting said, should we let her know that that is a bourbon soaked cherry? So that tells you that I was, I was enjoying that old fashioned.

On the way home, it was this time of year, on the way home, was kicking the leaves, walking home, and I had the brainstorm idea that we needed those gentlemen loved their bourbon. We needed to have a bourbon, gentlemen’s bourbon dinner. And we were looking for a way to raise capital funds to take care of the building.

So between within 24 hours, I was creating a gentleman’s bourbon dinner, tasting and dinner. I secured everything secured a sponsor, started to pull it together, pitch the board and said, let’s just try it. If it fails, it fails. But if let’s try it because of what I saw resonating with how much these gentlemen love their bourbon. So sure enough, we did it. I think it’s still in place now at the chamber and might be its fourth year.

that it’s happened, but it’s taken a risk. mean, we were adding alcohol in the Bible Belt in the foothills of North Carolina, and it was a huge success. We raised a lot of money, started the renovations on the building. It was fabulous. But that’s one example.

Brandon Burton (14:02.764)
Yeah, I think last time you’re on the show, we actually recorded the day after you had your bourbon event. it does, yeah. I believe so, I believe so. So I remember the energy coming from that, so yeah.

Christine Cribb (14:11.564)
That’s great. That’s great. Was it the first one? Was it? I think it was the… my gosh. That is great. that’s… Yes, that is one story that’s in the book. The other story I’ll tell share a failure also because everybody needs to take a risk of failing for sure. Coming out of COVID, there were so many positions that were open.

Brandon Burton (14:32.076)
Yes.

Christine Cribb (14:41.74)
Brandon that businesses needed employees. And so I thought, well, we’ll have a Friday career cafe. We’ll open up the chamber. We’ll have businesses set up little tables. We’ll have people come in that want to work that are seeking jobs. Well, we had businesses want to come in and they did great. They sat there, they visited with each other, they networked and we had tricklings of people coming in interested in looking for a job. And what that told me

was that our lane was not in the people looking for work. We did not work well in bringing those people in. We needed to leave that to the people that do that, NC Works. We needed to leave that to the groups that are part of unemployment and helping people get jobs and partner with them. We didn’t need to do something solo. So we tried it for three months and

And it was not successful and I was okay with that. At least we tried it and then we were able to partner with other organizations to help fill some of these positions for businesses. But we took a chance.

Brandon Burton (15:51.235)
Yeah.

So I think, and I like that example, it makes me think about even from the employer standpoint, when you interact with businesses or for those listening with your member businesses, the practice of attracting and not recruiting is beneficial even in the hiring process, when they are looking to bring on employees. I see this firsthand right now, my wife is applying for jobs and stuff and it’s tough when some of these businesses are not

trying to attract, you know, they’re they’re doing more of the recruiting style instead of, you know, showing how attractive they are and drawing people to them. And then they have the same problems all the time of, know, we just don’t have enough people or we can’t, you know, retain people because they’re not attracting. So I think there’s parallels from the membership organization to the employer standpoint as well. But it looks like you have an idea to expand on.

Christine Cribb (16:29.03)
Alright.

Christine Cribb (16:37.393)
Hmm.

Christine Cribb (16:49.57)
Absolutely.

Absolutely, I do because when you’re applying for a job You want to know also what’s in it for me your wife wants to know? What are you offering me? Not just what you need. I need you to and the old job description is not enticing anymore, right? And we just want to know is there family flexibility is there?

you know, what are the perks of working for you, not just hone in on what do you need? I think that’s really important. And I think there’s businesses that are definitely shifting to that because they want to attract the right people, not just fill a position, right? And then not as much with seeking employment, but with the membership aspect.

It’s all about relationship building, right? It’s about making somebody feel so incredibly valuable in your organization that they want to be part of it.

We worked really hard on, and it’s in the book of not, we tried never to say the word no. If someone asks for something and everyone in Chamber Champions, you know, people ask for things all the time. When someone would say, do you know what the Chamber should do? I would think, wait, am I sitting back eating bonbons? I don’t think so, right? You know what the Chamber should do. Anyway, I think,

Christine Cribb (18:19.674)
that relationship building. lost my train of thought there because that was so funny to me. I remember people saying that, but it’s all about relationship building for sure. Cultivating relationship that people want. and we never said no. So we had a list of things that we don’t do. Brandon, we didn’t say we can’t do that. That’s not our job. If somebody said, can I pay my electric bill here? Well, obviously you cannot pay your electric bill at the Chamber of Commerce, but instead of just saying no,

Brandon Burton (18:23.874)
Right, yeah. You talked about never saying no, right?

Christine Cribb (18:47.26)
Our front desk gal, the administrative assistant, Catherine, would walk the person out the front door, share with them going down to City Hall. They could pay their city bill, write down one block down, take a left, it’s right there. She would try to over deliver. She would not just simply say the word, no, we don’t do that. Then I had something called, can I say a bad word?

Brandon Burton (19:12.814)
Sure, we’ll clean it up if we need to.

Christine Cribb (19:15.022)
Okay, I said.

Clean it up if you need to, but we would have something in an email. People are so busy and they have so many emails. I would tell staff, just deliver a shit sandwich. Deliver a really nice opening. Be a nice, warm, hello, thank you so much for the email. Then get to the point without saying the word no, you’re dreaming. We can never do that. We’re a chamber of commerce. Deliver what you can do, not what you can’t, and then end it very, very positively. So I better come up with a new name for that, but that was the philosophy.

also no negative words never saying anything ill about your board somebody else your employees your members just keeping it so Genuinely positive that once you’re in the habit of not doing that. It’s like a piece of cake Yeah, and that infuses energy by staying positive all the time. Yeah

Brandon Burton (20:09.016)
and you’d rather have a cake than one of those sandwiches.

Christine Cribb (20:11.996)
Right. That’s right. That’s right. I also had a really special moment on the I have a chapter called train and trust. And in that chapter, I share a story about someone who’d worked for me that had been in chamber world for 11 years. And I took her to the first chamber conference, her first.

And when she came back, she bloomed in such a beautiful, incredible, empowering way, giving her some tools that she was able to go someplace for three days and speak the language of chamber world. Not only leaders and board members need to go to those, but when you bring your staff…

to an event like that, they feel so empowered when they get home and she bloomed, she was already phenomenal, but she even bloomed even more, more so. So that empowerment, the train them, give them the training and then trust them to do their job is really great.

Brandon Burton (21:16.342)
Yeah, I love that. So from a membership perspective, does the train and trust, does it have applications there as well when you’re trying to attract rather than recruit?

Christine Cribb (21:29.058)
Absolutely, so we, two things happened that taught me about this. The first was at my first chamber and a really great supporter and mentor of mine, Dan Aulis from Would Be Coffee, he came in and said, your structure is wrong. You have a membership coordinator, but you are on top of her all the time and wanting to make sure that every new member meets with you.

Why don’t you make her events coordinator and you just take membership? Because these people are coming in the door and they want to talk to you. So we actually changed the structure. Then when I got to North Carolina, there were only two of us at the time. So I absolutely met with every single new member. When we were able to grow, we hired a membership coordinator. And that is when I started to share that attract, don’t recruit. They’re walking in the door. Our job is to give.

not just sign that person up, but cultivate that relationship that makes them feel like they belong. You don’t need to be out on the street knocking on doors to people that don’t know what the chamber is. Let the domino effect, the energy in which you’re projecting, let that trickle down through your ambassadors, through your board, through your brand new members that just thank you. They thank you for these benefits and they walk out the door and they tell other people and they walk in the door. And it doesn’t happen overnight. We were coming out of COVID.

You know, I think on that first podcast I did, I shared that we were coming out of COVID. We had 14 events and that year coming out of COVID and within two years we had 149. I mean, we just set things on fire, whether it was a ribbon cutting once a week, whether it was adding more events like the bourbon event and some other events that we did too.

And so it’s really, it takes a little while, but it absolutely is worth the stop trying to beg people to join your Chamber of Commerce.

Brandon Burton (23:27.68)
Yeah, yeah, be attractive. Is there another key point or two that you want to draw out from the book before we wrap things up?

Christine Cribb (23:35.376)
Well, sure, one thing is, there’s so many cool things to share. But one is to make sure that you, one chapter is a refueling station, that you make sure you take time to take care of yourself. That is more critical than ever because that work is never ending and I’m well aware of that. When I could step back and be completely present in my children’s lives, I didn’t know that I was doing exactly what I told people not to do.

Brandon Burton (23:42.72)
I know it.

Christine Cribb (24:04.335)
which was just drinking from a fire hose, even though I thought I had it all together. The other thing is key performing indicators. When you start to brainstorm and take a risk, when you have key performing indicators that are valuable, not just the board wants to know how many members and how much money we have, use really good quality key performing indicators to help you determine your risk taking and the decisions that you make down the road.

And then there’s a whole chapter on time management because I tried every single one of them. There’s like 14 different tactics to manage your time. I’ve tried everyone. I’ve merged them. I’ve said this is never going to work for me, but there’s some great tools in there. And mostly it’s about really being the energy behind your chamber. You know, I have a hashtag called room shifter.

Like be a room shifter when you walk in a room people should light up you should be able to Attract the energy if you walk in a room and nobody’s walking up to talk to you You need to put a smile on your face and you need to start walking up to them and put shaking hands and working the room That’s not even beginning there’s 23 chapters brandon Yes, yes

Brandon Burton (25:17.687)
Right? Just hitting a few of the highlights, right? But I love the idea about being a room shifter because there should be an energy change and if there’s not, like you should take the energy you have and then go find those others that need to either have an infusion of that energy or just connect with that energy or whatever it may be, but it should change the tone of that room and show that what you’re doing matters, right?

Christine Cribb (25:24.111)
Yes.

Christine Cribb (25:36.813)
Yes.

Absolutely.

Yes, I also told people that if you’re not a networker, just come alongside me during an event and before you know it, you will be paired off with somebody that you had never met before. And if you yourself as a leader are not a networker, go find one. Go find one and learn how to do it. Really know how to work a room. You should light up that room when you walk into it. Yep.

Brandon Burton (25:54.35)
Great idea.

Brandon Burton (26:07.628)
Yeah, I love that idea. Christine, is a yeah, this has been great. You’ve hit on a lot of great ideas and topics and points from the book. I wanted to ask you for the Chamber Champion listening who’s wanting to take their organization up to the next level. What kind of tip or action item would you leave for them as they try to accomplish that goal?

Christine Cribb (26:10.884)
All right, the screen froze. There we go.

Christine Cribb (26:36.668)
I would like to tell them to start living like you’re a legend. Start energizing people, rooms, have over deliver in being authentic, but your energy, your positive energy shifts people, shifts rooms, shifts organizations. We all know the toolkit. We all have the rule. We’ve all read the books. We’ve all, we know how to run a chamber.

What you have to have is that authentic, genuine energy that takes it to the next level.

Brandon Burton (27:12.543)
I love that. It’s a great tip. So I know I had asked you this question when you were on the show before, but I like asking everybody for their current perspective. As we look to the future of Chambers of Commerce, how do you see the future of Chambers and their purpose going forward?

Christine Cribb (27:14.448)
Good. Good, good, good.

Christine Cribb (27:31.087)
I love it. I will look back and see what my answer was a couple years ago when I was here because it has changed. So when I wrote the book and I did some research on chambers throughout American history, what happened every decade was that chambers would shift their priorities across the country. They would shift.

what the priorities were depending on what was going on during that time. So I believe chambers will thrive and survive. Absolutely. I feel like they have to do it being open and willing to change and do things differently than they’ve ever done it before. So for example, obviously during COVID chamber was a huge part of workforce and knowing what was going on. The other thing would have been to be

I would tell Chambers to be a change agent. Be the change agent. If the future is AI, get on AI. Figure out what it is, offer classes, make sure that you learn everything that you can about it. If something’s going on in your county, get a seat at the table that lets you take the lead in being a change agent.

Brandon Burton (28:46.252)
Yeah, being able to just sit back and see the change happen is not going to serve your organization well. It’s not going to serve you as a leader. Well, you need to be that agent driving the change, recognizing where the future is going and be seen as that thought leader and that change agent. It’s ahead of the pack.

Christine Cribb (28:53.424)
No.

Christine Cribb (29:01.175)
Absolutely.

Absolutely. Yeah. And I feel like that’s, that’s, that’s phenomenal. That’s the deal maker is, is being able to get a seat at the table, to be part of what’s coming next, because there’s always something coming next. You can’t sit still for three, five, 10 years and think that you’re not going to have some changes going on that you need to be a major part of. Yeah.

Brandon Burton (29:30.22)
That’s right. That’s right. Find your original answer. Well, Christine, now the important question is for those listening who want to connect with you and learn more about attract, don’t recruit or where to pick up the book or connect with you, where would you point them and what would be the best ways to connect?

Christine Cribb (29:32.206)
Now you make me want to go back and look at my first video chat with you. I will look at that podcast for sure.

Christine Cribb (29:54.374)
Thank you.

Thank you so much. So you can purchase the book through Amazon. The name of the book is Attract Don’t Recruit, by Christine Cribb You can also reach out on Facebook in any time. I have a workbook coming out that’s going to be a companion workbook to the book, which will be great for directors, presidents of chambers. It’ll be great for board of directors and for staff. The workbook will have how to work your why.

really understanding your purpose and how to organize the time management aspect is in the workbook. That’ll be out by the end of December. So Facebook, but you can also reach me on my website is christinecribb.com. My next book will be announced on there. It’s called Mind Your Own Business. And it’s really for entrepreneurs that are trying to do a startup.

Brandon Burton (30:49.163)
Okay.

Christine Cribb (30:54.844)
you know, the people that say

I make a great lasagna, so I’m going to open an Italian restaurant. So it’s really a great guide for directors and presidents of chambers to guide entrepreneurs in the right direction. When you don’t know what you don’t know, you better find someone that does know, right? So that is one book. And then I’m going to write a book called Lipstick and Laugh Lines. And it’s about women that reinvented themselves after the age of 50. So if anyone has a great story,

of a woman who reinvented herself after 50 years old, it could end up in my book. And so if you think of the old chicken soup for the soul, I don’t think you’re old enough, Brandon, to remember that, are you? So if you remember, okay.

Brandon Burton (31:37.964)
Yeah, yeah. Well, that’s a great compliment, but yes, I do remember it.

Christine Cribb (31:45.457)
So Chicken Soup for the Soul, it will be that kind of stories. They’ll be small stories in there of women who reinvented themselves out of inspiration. So I got the bug to write books and so now I’ve got a couple more coming down the pipe. But ChristineCribb.com will get you to my website. Facebook will very easily message me on Facebook, follow me on Facebook. It’s really fun to watch what’s happened with the book.

We had 60 people come to the book launch at the chamber here in Shelby and I was overwhelmed. It was so humbling and exciting. Yes.

Brandon Burton (32:20.908)
That’s fun. That is really cool. Well, congratulations to you on getting your first book out there. We look forward to getting our hands on it, but also the future books that are coming out as well. And we’ll make sure to connect all your shout outs, your Facebook and website and Amazon and everything in our show notes. So it’ll be easy for listeners to connect and find the book and follow your journey. So this has been great. Thank you. You bet.

Christine Cribb (32:26.214)
Thank you.

Christine Cribb (32:40.592)
Thank you.

Christine Cribb (32:46.032)
Thank you so much. Brandon, thank you for this opportunity. Thank you.


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Chambers as a Lighthouse with Matt Appenzeller

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Brandon Burton (00:00.902)
Today’s guest is a dynamic, I’m gonna start that over. I forgot my intro. Hello, Chamber Champions. Welcome to Chamber Chat Podcast. I’m your host, Brandon Burton, and it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community. Today’s guest is a dynamic leader in the world of small business advocacy and economic development.

Matt Appenzeller is the executive director of the Southern Ohio Chamber Alliance, representing 127 chambers of commerce and helping thousands of small businesses access health insurance and other vital benefits. He also serves as plan administrator for the SOCA benefit plan, a statewide medical plan designed specifically for small employers.

Matt’s leadership journey includes serving as executive director of the Preble County Chamber of Commerce, where he spearheaded the creation of the Preble County Economic Development Partnership and was named community leader of the year in 2012. Passionate about cultivating the next generation of entrepreneurs, he also serves as president of the Board of Trustees for the Ohio Business Week Foundation, a hands-on business camp for high school students hosted at the Ohio University’s College of Business.

two decades of experience in sales and management and a proud seven-year tenure in the US Army, brings a wealth of knowledge, discipline, and commitment to service. He currently resides in Cincinnati with his wife Lauren. Matt, welcome to Chamber Chat podcast. We’re happy to have you on the show today. I’d love to give you an opportunity to say hello to all the Chamber Champions out there listening. If you would share something interesting about yourself so we can all get to know you a little better.

Matt Appenzeller (01:52.044)
Well, to share something interesting, I was stationed in Germany before and after the Berlin Wall fell. So I got to see it before and after.

Brandon Burton (02:06.437)
that how long were you there on either end of that mark in history?

Matt Appenzeller (02:10.397)
So I was there for a total of four and a half years and I had been there, gosh, I want to say like two and a half years, two and three quarter years when it fell and then finished out my actually second enlistment from there.

Brandon Burton (02:33.623)
I just, yes, yeah, yeah.

Brandon Burton (03:05.657)
Well, is a that is an interesting fact about you. In fact, just last week I met a German native who grew up and lived his whole life in Germany and talked about, you know, what a significance that was when the wall came down and just a life changer for for the whole the whole area. So very cool.

Matt Appenzeller (03:24.086)
Yeah, yeah, for the, yeah, I think that, you know, the concept of freedom, we all talk about that in our own country here, but, you know, think about a time when, you know, people in East Germany literally risked their lives just to get across the border. And if, you know, there were

It was a militarized zone and they were avoiding gunfire to do it. So that’s how precious freedom is.

Brandon Burton (03:54.989)
Yeah. Yeah, freedom’s a great thing. Awesome. Well, tell us a little bit about Soka. Help give us an idea of the organization, the size. I know your bio talked about 127 chambers that you guys serve, but just help kind of set the stage for what you guys do and who you serve and that scope of work you’re involved with.

Matt Appenzeller (04:17.166)
Sure. So the Southern Ohio Chamber Alliance exists to support Chambers of Commerce. So what we do is we cultivate relationships with insurance carriers, brokers, and other affinity partners so that we can offer cost saving and value added products and services to employers. But we do that through Chambers of Commerce, which helps the chambers drive membership.

and also drive non dues revenue for the chamber. Southern Ohio Chamber Alliance has been around now for, we’re in our, we’re in our 33rd year. I’ve been leading the organization for the past 13 years. know, typically our meat and potatoes is so to speak, has been through healthcare or health insurance. We’ve had a series of partnerships over the years. Currently.

You know, after the, the affordable care act was formed, us and some other interested partners got together to start a self-insured plan for small employers that gave the small employer like the same chance of the self-insured plan that a large employer would have. And Brandon, I got to tell you, it’s whenever I’m speaking about this in front of people.

You know, we thought that this would be a temporary thing until Congress sort of shored up some provisions within the Affordable Care Act as it relates to small employers. And about a year and a half into it, we discovered that, know what, Congress is not going to do anything anytime soon. So we went ahead and put our foot on the accelerator, so to speak, and it’s done very, very well.

It’s actually called a multiple employer welfare arrangement. That’s the legal term of the plan. And we’ve been able to serve over 7,000 employers in that health plan. And it’s a, it’s a privilege to be able to offer that kind of value. And we’ve gotten now, including our approximately, you know, 130 chambers, we, we have chambers throughout the state who also participate in that with us. And so,

Matt Appenzeller (06:40.024)
We’ve got about 275 chambers of commerce in Ohio that are helping with the distribution of that plan.

Brandon Burton (06:46.981)
When I think of over 7,000 employers and then break that down to the number of employees and families that that affects, that’s huge. That is a huge impact.

Matt Appenzeller (06:55.882)
It is. It is. We’ve been hovering around, you know, 50,000 employee lives for a really long time. And like you just said, I mean, it’s a big number and it’s a privilege to be able to do it.

Brandon Burton (07:16.771)
Well, for our topic of discussion today, just a little bit of background for listeners, Matt and I have gone back and forth on some emails and LinkedIn chats and different things. And I think even at ACCE last year, we talked a little bit, it was, Matt’s had some pretty neat ideas that we’ve gone back and forth about. He’s working on a new book right now where some of these ideas are going to be flushed out even more. But I’d said, you know, it would be good just to get you on the podcast.

and we’ll talk about some of these ideas that you’re trying to get out there and more normalized in the chamber world and shine a light on it. So we’re gonna kind of be all over the place, you know, throughout this conversation, but it’s all gonna be chamber focused and it’s gonna be all about improving the impact that a chamber can have. And we’ll dive into this as soon as we get back from this quick break.

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All right, Matt, we’re back. As I mentioned before the break, we’re gonna dive in on all things Chamber. So I mentioned you’re working on a new book. I don’t know if you wanna start with kind of what the book’s focus is gonna be on or if you wanna dive into some of the specifics. Do you have any preference?

Matt Appenzeller (08:19.273)
Awesome. Let’s do it.

Matt Appenzeller (08:33.247)
Yeah, well, let me start by, you know, kind of just laying out how it got started, right? So I used to spend a significant amount of time on the road visiting chambers. Now we’ve hired someone to do that, but…

Over the 13 years of not just me doing that, but the other two people on our staff, between the three of us, we’ve got about 50 years of chamber experience, right? And we see the same four problems that local chambers, you know, they end up having, they experience them over and over and over. And so I wrote this paper called the four critical challenges facing local chambers of commerce today.

And, you know, somebody said, I can’t remember. think it was somebody on my staff said, you know, you don’t just write a book. I actually think I said that and she said, yeah, you kind of should. And so we just sort of expanded the ideas from there. And, and here we are, right. I, it’s this, writing a book as I’m finding out as a, as a huge undertaking. sometimes it’s very enjoyable and sometimes it’s not.

but we’re just trying to get the word out. one of the things I see Brandon is we see changes in leadership at these chambers of commerce. And I know that with your background, you have seen it also. they just ended up recreating the wheel, right? Before the next change in leadership. And so if we can put some…

literature out there that maybe helps to reduce that and helps to point chambers at least in the maybe in the right direction or at least points out what problems that they’re going to face and how to avoid them well then I feel that we’ve we’ve put out a valuable product.

Brandon Burton (10:42.061)
And you’re right, I’ve seen it a number of times and people will join the chamber because they like the chamber president, the executive, know, there’s something, some connection there or the salesperson that sold them was really good and they really liked that salesperson but then that salesperson gets hired on at another business in the community and that member fades away, you know, once renewal comes around because that salesperson’s not there. So being able to get to that core value of what the chamber does,

Matt Appenzeller (11:04.568)
That’s right. That’s right.

Brandon Burton (11:12.005)
the chamber is going to be in the future, I think is so critical to be able to retain that purpose for chambers and how they operate and being able to help ingrain that in their membership.

Matt Appenzeller (11:27.046)
Absolutely. And, you know, we recently had a conversation with one of our guests on our podcast that, you know, he says it’s all about relationships. Well, and he’s right. He’s right. It is. And when you have these changes in leadership, you know, those relationships get interrupted and then they have to be reconstituted. And it just, is very difficult for a chamber to have.

some moment gain momentum if they’re constantly having those leadership changes. So that in itself, now that I’m on it, that is one of the four critical challenges, you know, facing chambers of commerce is leadership and specifically the changes in leadership.

Brandon Burton (11:58.928)
Yeah.

Brandon Burton (12:14.233)
Yeah, absolutely. So one of the aspects that you talk about, that we’ve talked about, and I know you’re addressing in the book as well, is you have this really intriguing analogy that you’ve used between lighthouses and lampposts. Do you want to tell us what that, what your background, what the analogy is all about and how chambers can take that home?

Matt Appenzeller (12:36.717)
Sure.

Matt Appenzeller (12:43.454)
Absolutely, absolutely. So let me start at the beginning of that, right? So one of the things that think chambers really need to do is to have the right mindset on who they are as a chamber. If you’re just going to be this community organization or if you’re going to be a beacon of light, right?

And one of the things, as you know, has occurred in our profession is there’s this emphasis on the word relevance, that chambers need to be relevant. And I’m going to take exception to that, right? In fact, I do take exception to that. I think that, well, let me tell a story. I’ll do it that way. So I’m…

doing some work on my laptop and my wife is next to me on the couch and she’s watching one of the entertainment shows. I think it’s the extra with Mario Lopez and whatnot. But anyway, this aging celebrity gets on the show and is pitching their pet product. And my wife says, well, look at so-and-so just trying to be relevant again. And I thought to myself, boy.

Brandon Burton (13:52.941)
Ouch.

Matt Appenzeller (13:56.018)
Yeah. mean, is this where we really are? I mean, is this where we really are with change? Are we really like aging institutions just trying to remain relevant again? If that’s the case, we need to stop talking about setting our sights on being relevant and we need to start raising our sights to having an impact. So I say all of that.

Brandon Burton (14:17.965)
Relevance almost a relevance a point of desperation almost so

Matt Appenzeller (14:21.87)
It seems that way. we want to take chambers from relevant to impact. And so we drew the analogy of, hey, do you want to be a lamp post? Well, that’s being relevant. You’re just shining a light on a little square or a little portion of the public square. Or do you want to be a lighthouse where members and the community are looking to you for direction?

And you are being the spotlight. You’re not trying to be in the spotlight. You are being the spotlight for your community. So which one do you want to be chamber? And that’s why I say chambers of commerce. One of the very first things they need to do is just think about the mindset that they currently have. If it’s centered around relevance, I’m here to tell you that’s way too low.

Brandon Burton (15:12.665)
Yeah, yeah, I would totally agree with that. And as you were talking about the lighthouse shining the light.

I see some correlation even with Dave Atkinson’s book, Horseshoe vs. Chess, where he correlates the, running a chamber is like playing chess, where each piece is a different part of your community. You’ve got tourism, economic development, school district, city, all these different entities. And as a convener,

Matt Appenzeller (15:28.344)
See, mm-hmm.

Matt Appenzeller (15:37.806)
That’s right.

Brandon Burton (15:45.534)
a chamber should be shining the light on the different chess pieces. So that lamp post, not lamp post, that lighthouse rather, as that light’s going around, it should be shining on those different chess pieces each time it goes around. So I love the analogy. It really resonates for me. And hopefully those that are hearing this, hopefully it’s turning on a light in their minds as well as to what they can do.

Matt Appenzeller (16:09.358)
Well, thank you. And I try to outline that in the book as best as I can. I guess readers will have to tell me if it resonated with them. But the analogy is clear. mean, just don’t think that we can settle for just, you know.

shining a light on this small area. We need to be the spotlight and be that leader where people literally look to us for direction. The world is changing very rapidly now. we need to be able to use, chambers of commerce need to be able to use their convening authority, as you mentioned, to do just that and to be that beacon of light for their community.

Brandon Burton (16:58.723)
Yeah. And I think if you are operating as a lamp post, I mean, I don’t want anybody to feel bad, but you you’re, missing the mark. I mean, it really, if you’re, if that’s all that you’re focused on, there’s a lot of other parts of the community that need attention and it will really take your chamber to a place of impact. So I love that. This kind of transitions us to the next thought that I wanted to address with you is,

Matt Appenzeller (17:16.866)
That’s right. That’s right.

Brandon Burton (17:28.407)
So some chambers are operating as a lamppost, and some have caught the vision and they’re operating more as a lighthouse now.

I know it’s been an issue for you. I’ve recognized it as well, but how can a chamber?

see how they’re measuring up. How do they compare to other chambers amongst their peers? I know ACC has their annual benchmark survey, but what percentage of chambers participate in that? So that’s a problem in and of itself, but I know you have some thoughts about trying to measure and see the performance of your organization compared to others.

Matt Appenzeller (18:01.602)
that’s right

Matt Appenzeller (18:11.468)
Yeah, yeah, that’s right, Brandon. another one of the four critical challenges that we’ve said is that in our profession, there is a shockingly low amount of industry standard metrics within our industry. Now, ACCE does a great job of collecting data and publishing it every year.

I guess one of my concerns is that no one really knows about it. Well, there’s actually two things, right? Number one, I’m not sure that they’re getting enough participation in that. And then number two, once it is published, like no one really knows about it unless you’re a member. And so…

Matt Appenzeller (19:01.678)
It renders the data almost irrelevant because if no one’s seeing it, right, if not enough people are seeing it. So an argument that I make in the book is that, one of the things as you know, and Dave Atkinson outlined this in his book. And so we need to get away from the saying that says, if you’ve seen one chamber of commerce, you’ve seen one. Right. Because.

That I believe is harmful to the profession. What chambers need now is to be able to have metrics and not myths, right? Every chamber can be measured on a certain amount of standard metrics. We recently developed a scorecard for chambers that we actually are just rolling out this week. And we…

are measuring chambers in on seven data points across three broad categories. Those broad categories are membership growth, financial strength, and revenue composition. until chambers, especially the smaller chambers and brand again, you have experience working with some of these smaller chambers and smaller communities, right? I think one of the biggest problems is, is they don’t know how they’re

being against their peers. And so they, they, kind of choose this strategy is maybe this working and maybe this strategy and, they don’t have any benchmark. That’s right. That’s right. And so with, if you have standard metrics, industry standard metrics, you can isolate where those strengths and weaknesses are within your own organization. And you can build up the strengths and you can also, you know, begin working on those weaknesses as well.

Brandon Burton (20:41.005)
It’s a lot of guessing. Yeah.

Matt Appenzeller (21:02.176)
So that’s what we’re trying to do here. We’ve got a kind of got a small audience to work with. Hopefully we’ll gain some traction with it, but I’m confident that if we just persist, we will.

Brandon Burton (21:15.375)
Yeah, as you mentioned with the ACCE benchmarking surveys and the results and the whole reason that I started this podcast is trying to help those chambers that are underserved that their board doesn’t allow for them to have the budget to participate in their state association or ACCE. So as those results come out and they’re a struggling chamber that needs to know what these standards should be, what they should measure themselves against, and they don’t get access to these

reports because their board doesn’t allow them the budget to do so it just perpetuates the problem and we need to be able to help get it out and I think you know with these areas that you’re talking about measurement for those should be standards across different chambers and it still allows for the autonomy for chambers to address the needs specific to their community while still having those the standards to work with.

Matt Appenzeller (21:48.024)
That’s right.

Matt Appenzeller (21:52.772)
That’s right.

Matt Appenzeller (22:12.046)
That’s right. Let me give you an example. Let me give you an example and I don’t want to give too far off track, but like, okay, let’s just take, you know, let’s just take Richardson, Texas, which I know is kind of near you in the North Dallas area. And I don’t know if Richardson has a chamber or not. I’m just saying that, right? Okay. Okay. So I mean, if you declare yourself a chamber of commerce in Richardson, Texas, then what that chamber probably has done,

Brandon Burton (22:29.241)
They do, yeah.

Matt Appenzeller (22:40.346)
is they’ve put a boundary around their service area. And so you’ve automatically restricted your market area. So I don’t think chambers understand the significance of doing that. Like any business out here, you wouldn’t do that. You wouldn’t draw a boundary around where you would sell your product or service. You would try to expand it as far as you can.

I know that we do that for a reason, but you got to understand how that impacts the bottom line by doing that. within that, let’s say that we determine for a chamber of that size that the standard market penetration rate is, let’s just say it’s 28%. And Brandon, you’re running a chamber and I’m running a chamber, right?

So Brandon, in your chamber, let’s say we both have the same goal of increasing revenue by 15%. Your chamber is running at 20 % market penetration. So we know that you’re already eight points below what the average is. Well, operationally, your choices are very clear. You just need to increase your sales effort, which will increase membership dollars.

and probably sponsorship dollars because an increased number of members. Now, on the other hand, if my chamber is that 36 % market penetration rate, and I’m already eight points over what the average is, it would be a really bad business decision for me to do exactly the same thing you are. And that’s why we need to have metrics, these standard metrics, because depending on where you’re at,

Brandon Burton (24:25.881)
Yeah.

Matt Appenzeller (24:33.332)
in the spectrum of things, you’re going to make different business decisions about where you’re

Brandon Burton (24:40.877)
I love that perspective of being able to see where to allocate resources. I think you’ll still, I would imagine you’ll have your outliers who are way ahead of the pack that are gonna bring that industry standard up higher than, you know, mess up the curve for everybody. But it does help to see where to align your efforts and focus to be able to meet those goals.

Matt Appenzeller (24:57.838)
That’s right. That’s right.

Matt Appenzeller (25:09.57)
Yeah, and hopefully we’ll be able to create cohorts to where those outliers are with the other outliers. And at least they can be compared to each other, right?

Brandon Burton (25:16.407)
Yeah, that makes, yeah, yeah, I like that. And as far as the geography goes, you see a lot of chambers that are starting to address that in their name at least, being the using Richardson, maybe the greater Richardson or the Richardson area chamber. So it’s not just that geographic area, but branches out a little bit, but.

Matt Appenzeller (25:41.422)
That’s right. That’s right.

Brandon Burton (25:42.992)
To your point though, in today’s world, as a business owner, you’re not gonna limit yourself, especially with websites and just the online presence. Anyone in the world could be a potential customer. So as a chamber, why would you limit? And chambers have websites and a lot of them you can join members, join the chamber, can even do sponsorships through their website oftentimes. So why would you limit it? So, yeah.

Matt Appenzeller (26:08.664)
That’s right. That’s right. There’s something to think about it because it does impact the bottom line and the long-term viability of your chamber.

Brandon Burton (26:17.315)
Yeah, absolutely. Do you want to touch on the other two areas and just highlight those a little bit?

Matt Appenzeller (26:25.038)
Sure.

Yeah, so let me back up with the four critical challenges. We say that two of those challenges impact all chambers, and those are the pace of technology and industry standard metrics. The other two challenges only impact some chambers because other chambers have actually solved that problem. And those challenges are leadership and complacency.

Now, if we start with technology, we are living in a really strange time as it comes to technology. mean, it is coming at us in waves. And everybody, think, is having difficulty keeping up with that challenge. But as it relates to chambers, if

If you’re not keeping pace, if you’re not modernizing, if you’re not standardizing, optimizing, or using, if you’re using outdated technology infrastructure, you know, it’s hard for your members to have confidence in you because they’re using that stuff while you are, right? So I know it sounds like keeping up with the Joneses, but that’s just the reality of where we’re at right now as it, as it.

comes to technology.

Brandon Burton (27:51.312)
So on the technology front, I’ve.

You know, obviously with AI, there’s people of different camps and different, you know, different thoughts around it. But, um, to your point, if you’re not using the latest tool sets, if you’re not using the latest technologies that your members are using, that, puts you at a disadvantage. It puts you at a place of, you know, maybe not knowing what you should know to be able to help the business community. Um, but all of your chambers, you know, have the pushback of, well,

Chambers are all about the relationships and if we rely too much on AI Then we’re not building those relationships and having that human touch with our members How would you rebut that? What would your thought be with that?

Matt Appenzeller (28:41.42)
Well, I would say that first of all, the next phase, as far as I understand, the next phase of AI is that it’s going to be into the agentic phase. And so you don’t just have to be using AI for communications. You can be using it for other parts of your operation to do tasks for you that help you save time. But I would also say that an interesting proposition here is I know of at least one chamber that is considering

using AI to make retention phone calls, right? Because that agent can work for them in retention 24-7, right? And so I think that chambers of commerce will need to explore every possibility on how this can be used and what works best for them.

Brandon Burton (29:35.813)
Yeah.

And obviously, you know, the caveat is it comes with training. comes with, you know, being able to give a scope for the AI agent to do, you know, what you want it to do and to not just be another, you know, spam call that you get the filter through. But so there’s all that to deal with. But I think you make a great point that the businesses in your community are using these things to save costs, to be able to stay competitive. And we need to as well as chambers, as an industry, we need to do it to show

Matt Appenzeller (29:46.147)
That’s right.

Matt Appenzeller (29:50.593)
Right.

Brandon Burton (30:07.016)
Not just that we’re relevant, but that we see where the word things are going where the puck is headed, right?

Matt Appenzeller (30:11.214)
That’s right. can’t be a lighthouse for AI at least in what all your other members are using when you yourself are not using it.

Brandon Burton (30:23.331)
Yeah, yeah, absolutely. Well, is there anything else that you wanted to touch on? I know we’ve covered a lot and there’s a lot still to go, but what else stands out for you?

Matt Appenzeller (30:31.971)
You know?

Well, there’s just a lot of ground here. And so I would say just in one of the other areas, as far as complacency goes, I think that in some of these smaller chambers over time, what ends up happening is, I don’t think it’s like a conscious choice. I just think that they have mission drift that over time, you know, they have somehow become, you know, rather than the chamber of commerce, they become like the

the chamber of charity or the chamber of community or the chamber of civics, as one of my colleagues used to say. And then there’s also this sort of hesitance, hesitancy to have an impact on their community because having an impact as a leader in your community means that yes, you do need to stick your neck out there and.

Sometimes people are not going to take too kindly of that. Yeah. So you just got to understand that, you know, impact makes waves. That’s a kind of the point we make in the book that, you know, you can’t shy away from it. I mean, it’s just part of the territory. This is Sue. This is the role that you’re in as a leader and as a chamber. And if you want to make an impact in your community, you are going to make some waves.

Brandon Burton (31:33.325)
It burned a little bit,

Matt Appenzeller (31:57.912)
So I’m just making you aware of that, right? You can’t shy away from it.

Brandon Burton (31:59.312)
Yeah, yeah, yeah, yeah, you can’t lead a chamber just to make friends, you know, it’s gonna, it’s gonna make some ways for sure. It’s a great note. Well, Matt, I like asking everyone I have on the show, especially on behalf of those listening who have that desire to take their chamber up to the next level. And I would say even to be a chamber of impact, what kind of tip or action item would you leave with them to try to accomplish that goal?

Matt Appenzeller (32:06.21)
That’s right. That’s right. That’s right. That’s right.

Matt Appenzeller (32:30.35)
well, I’d say just actually two things. First of all, again, back to technology, make sure that you are modernizing, standardizing, optimizing. That’s really important in today’s day and age. I know it’s coming at us fast. I know that you may make a decision now about a product and all of sudden the technology changes, you know, three weeks later, but you just kind of have to roll with it. The second thing that I would just say is that, you know, if people would

If they have ever read ACCE’s original Horizon Report in 2025, you know, they talk about catalytic leadership and that’s the kind of leadership that your chamber needs where you are the people who are initiating change, not just the one that is helping them cope with change, right?

And so I think that that’s the kind of chamber, the most successful chambers are going to be the ones who are doing that.

Brandon Burton (33:37.541)
Love that, not just to help them cope with change. The chamber of counseling, right? Yeah.

Matt Appenzeller (33:41.334)
Those aren’t my words. Yeah, mean, yeah, I mean, those aren’t my words, but those that comes directly out of the report. I highly encourage people to read that and also read the follow-up report for 2035.

Brandon Burton (33:51.385)
Yeah.

Brandon Burton (33:57.562)
Yeah, awesome. Well, Matt, the other question I like asking everybody, and I think this is going to be particularly on point with our discussion today, how do you see the future of chambers going, the future of chambers and their purpose going forward?

Matt Appenzeller (34:16.536)
Yeah.

I think a lot of that is gonna be dependent on where technology takes us, right? I see.

smaller chambers coming to the realization that they’re going to need to merge simply because like the industrial era is kind of over, right? I mean, I’m not gonna say it’s completely over, but you just don’t get a lot of new building as much as you have new technology that is driving commerce, right? And so,

And so I think in some of these smaller communities where they may have been bedroom communities and a segment of their population, you know, drove to the next county and that’s where everybody worked. And now those jobs are no longer there. I just think it’s the prudent move for them would be to consider merging with other.

smaller chambers within their area and just forming regional chambers and doing it that

Brandon Burton (35:30.019)
Yeah, yeah, definitely could be some value in doing that and obviously, know, assessing the needs in your community and see where that technology takes us. It’ll be a fun ride for sure. Well, man, I wanted to give you an opportunity to share any contact information or anywhere you’d like to point anyone to that might want to learn more about these concepts you’re talking about or connect with you and where would you point them and direct them?

Matt Appenzeller (35:37.602)
Mm-hmm.

Matt Appenzeller (35:41.55)
That’s right. That’s right.

Matt Appenzeller (35:58.702)
Sure, well, you can go to our website at joinsoca.com, joinsaka.com, or you can send us an email at info@joinsoca.com. If you want to learn more about the scorecard or maybe some of these other concepts, we’d happy to share them with you.

Brandon Burton (36:19.055)
Very good. We’ll make sure those are in our show notes as well. So it’ll be nice and easy to find and click on. But Matt, this has been great having you on the show. I look forward to the book coming out and getting it out there is another core piece to the chamber library that all these chamber leaders out there should have.

Matt Appenzeller (36:39.827)
Yeah, so just one more point on that, know, Dave Atkinson challenged all of us really like to have this dialogue and that’s really all I’m trying to do. I mean, I personally think that we need more literature out there because we just don’t have a lot. So that’s all I’m trying to do is just make a contribution to our profession before my time is up. Right. So thanks for having me. Really appreciate it.

Brandon Burton (37:06.943)
Absolutely, it’s been my pleasure.


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Creating a Chamber Flywheel with Dave Moravec

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Below is an auto-generated transcription. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Brandon Burton (00:01.57)
Hello, Chamber Champions. Welcome to Chamber Chat podcast. I’m your host, Brandon Burton, and it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community. Today’s guest is a dynamic leader and author.

Since 2020, Dave Moravec has served as a president of the Colerain Chamber of Commerce, bringing with him over four decades of experience in business ownership and leadership across diverse industries.

From owning a printing company to leading chambers in both Illinois and Ohio, and even working in educational technology, Dave’s career is a testament to versatility and vision. Under his leadership, the Colerain Chamber earned the prestigious title of Ohio’s Chamber of the Year for Small Chambers in 2021, reflecting his commitment to foster business growth, connection, and collaboration.

Dave is all about meaningful work and creating strategic opportunities for local businesses to thrive. Outside of his professional achievements, Dave is a published author and avid traveler and still hits the field for competitive baseball. His latest ventures include releasing Echoes Across the Tracks in 2024 and two more books in 2025.

Dave, I’m excited to have you with us today here on Chamber Chat podcast. I’d love to give you an opportunity to say hello to all the Chamber Champions who are out there listening and to share something interesting about yourself so we can all get to know you a little bit better.

Dave Moravec – Colerain (01:41.15)
appreciate that, Brandon. Again, after a long career in for-profit work, I landed myself in the Chamber of Commerce field, not really thinking that this was gonna be a late in life career shift, but it’s turned out really well, and I’m sure we’ll talk about that. Something somebody would not know about me would be that I was on the Jay Leno Tonight Show in 2011.

I have a bar trick where I can balance coins on my elbow and catch them in a snatch form. And they had a segment where they gave out a meal or no meal if you did your trick on stage, so on screen. So they flew me out to California, got to meet Jay, got lots of notoriety at that time, literally 15 seconds of fame.

Brandon Burton (02:23.212)
Okay.

Brandon Burton (02:37.542)
That’s awesome. So how many coins could you stack on your elbow to snatch in that action?

Dave Moravec – Colerain (02:44.362)
Well, not only did I stack them on my elbow, but I also was blindfolded while doing it. So I’ve logged to my LinkedIn page. If anybody is interested, there’s a blog post from back then blindfolded by Jay Leno. Ultimately, I caught 25 coins, 25 half dollars because the studio was so cold. My hand was freezing up. They have the hot lights on the stage.

Brandon Burton (02:51.093)
Okay.

Brandon Burton (03:13.517)
Yeah.

Dave Moravec – Colerain (03:13.822)
So they keep the foodie-o really cold. Well, your hand freezes up and so the producer said, we don’t care how many you catch, it’s just the fact that you’re getting blindfolded by Jay and you’re gonna catch some coins. It’s a silly thing. we just had some fun with it and I’ve been doing it since I was a kid.

Brandon Burton (03:35.215)
That’s awesome. I’m sure there’s a whole story on how you got onto the radar to get on the Tonight Show, but that’s a great fact and I love finding out these little tidbits about people. That’s awesome. Well, tell us a little bit more about the Colerain Chamber. Give us an idea of the size, staff, scope of work you guys are involved with, budget, to kind of set the stage for our discussion today.

Dave Moravec – Colerain (03:55.614)
Sure.

Dave Moravec – Colerain (03:59.624)
Yeah, our chamber’s only 11 years old and I came in five and a half years ago to take over as the first executive director, president, CEO. And we had a previous president that was part-time, had laid the foundation for the logo, the website, chamber master, all sorts of foundational pieces. And my role was to take it to the next level.

I started February 10th of 2020 just as COVID was about to happen. And we kind of threw out the 2020 plan and went a different direction. At the time we pared down our membership because people hadn’t come off of the roles that should have come off the roles. We determined there were about 150 active members at that time. We currently have about 275.

So we’ve not quite doubled in the five plus years that I’ve been here. We manage about a $250,000 budget and our community is 60,000 residents. So the second largest township in all of Ohio. myself, part-time marketing and events coordinator. She does some of the admin work. And then I have a part-time person who manages our green initiative.

We’ve got the largest waste facility in greater Cincinnati in our community and litter and recycling and composting is really important to us. So we’ve made an investment from a staff perspective to have a part-time person that does that. myself and two part-time people.

Brandon Burton (05:40.537)
Wow. Well, that definitely helps to get us that perspective. And it seems like there’s been a lot of chamber professionals who were hired in that first quarter of 2020, right before, you know, everything kind of fell apart. So you’re in good company with a lot of others who got thrown into the fire and had to learn, you know, with a lot of stress going on. we’ve…

Dave Moravec – Colerain (06:04.392)
Well, it worked. It worked actually in my favor because of my background in corporate work. You always have to be ready for a challenge. You have to be ready for a paradigm shift. And so when COVID was announced as, you know, closing down the state and it was March 17th, it actually was the day we moved physically to Ohio from Illinois as well. So I’m in a new community, a new situation.

And we just sat down and brainstormed what we could do, what would be allowable under the situation. And we just made it work. And it was just a natural fit. And I’ve told people for the last five years, it was the best decision I made.

Brandon Burton (06:48.064)
Yeah, you know, my family actually moved that same week too. And it gave us a lot of time to hang pictures and unpack boxes and all that with the, you know, being quarantined, but work goes on.

Dave Moravec – Colerain (06:57.33)
Yeah.

Brandon Burton (07:02.444)
But so you have another interesting fact about you that was shared in the the bio, but you’re an author. So Echoes Across the Tracks. Before we get into our topic for today, I wanted to have you tell us a little bit about Echoes Across the Tracks and how it came to be, where the idea came from and what you tap into as you as you write the series. I mean, there’s there’s three books now.

Dave Moravec – Colerain (07:20.67)
Yeah.

Brandon Burton (07:30.53)
But give us that high level synopsis of it and the idea for it.

Dave Moravec – Colerain (07:31.07)
rooms.

Dave Moravec – Colerain (07:34.825)
Yeah. Yeah. And Thanksgiving of 2023. So not quite two years ago. I just had an idea to sit down and tell a story. And the more I wrote, the more it turned into a book. I’ve done a lot of travel as most of us have. We’ve had crazy travel and I had a really crazy travel experience, planes, trains and automobiles type experience over the summer coming back from Colorado.

And so I started writing one, it was the Friday after Thanksgiving. And I just kept typing and typing and by the end of the weekend, I had 10 chapters done. And by the end of the week, the following week, I was done with the book with 17 chapters. Echoes Across the Tracks takes place on the Amtrak train from New Orleans to Chicago.

Main characters heading to the airport as much of us do, we get a flight cancellation notice and we have to react to it. I guess kind of like the chamber reaction in March of 2020. Something had to happen and my cab driver in the story suggests that the main character Charlie take the train instead. And that starts a 30 hour journey from New Orleans to Chicago on the Amtrak train.

The subtitle is Life Lessons Through Unexpected Connections, because you never know where you’re gonna meet somebody. And the train was a good vehicle to be able to talk about networking and meeting people in a professional way and looking others in the eye and shaking hands. The story is told from my perspective. Charlie is an aging business consultant who’s promoting a book in New Orleans. And the story…

takes place over that 30 hour period and it really is just that short a period that the story is told.

Brandon Burton (09:33.241)
So there’s even some chamber connection through the book. As I’ve started reading it, the main character, Charlie, had a profession as a chamber leader. So I love that connection and the tie-in and trying to make, I know if it was your intent, but I like the efforts in trying to make chambers of commerce more mainstream and more front of mind, if we can, to the average person in the community.

Dave Moravec – Colerain (10:01.256)
Yeah, absolutely. We become ambassadors and I’m sure we’ll talk about it as we go through the conversation here, Brandon, but I feel like we can all be ambassadors for Chamber of Commerce, just like we are for a restaurant or for a hotel or for a particular business. And so the last two pages of the book, I actually devote to describing what I call the Chamber of Commerce.

value proposition. And I spell it out really simple in four paragraphs. And somebody who picks up the book, who’s a business professional, may have not thought about Chamber of Commerce as a way to network or to provide marketing support for their business, to get involved in their community or look for ways to compete with larger businesses, you know, in their market space. And so there’s a purpose for, you know, for putting that

piece in at the end. I did so in the sequel that I just recently produced as well. I kept the exact same value proposition in the back of the book to keep it consistent. But Charlie, the main character, has to head back to New Orleans for reasons that I won’t share here because we don’t have enough time. yeah, I don’t want to do that. But the second story is

Brandon Burton (11:20.824)
Can’t spoil the story either, so.

Dave Moravec – Colerain (11:28.242)
think just as interesting and compelling, but doesn’t focus on networking, focuses on customer service. And customer service today in many industries has been taken down a notch because of a variety of different things that business owners aren’t really thinking about. And so I felt that it was important to do so and wrote that into the second book.

Brandon Burton (11:52.183)
Yeah, that’s great. I’ve been enjoying it and I would encourage anybody else listening to check it out. Great story and you’ve got a great creative mind to put it together.

So maybe as a little bit of a segue in the book that goes across the tracks, the main character Charlie, he’s learning and sharing business practices that he’s learned throughout his career and in a large way, that’s what the podcast is for, having different chamber leaders on and talking about business lessons and things that they’ve learned through their career. So today we have Dave on the show to talk about creating a

Dave Moravec – Colerain (12:05.544)
Thank you, Brenda.

Brandon Burton (12:35.472)
chamber flywheel. And it’s a term that I’ve heard before, but I haven’t heard in the term of chambers using a flywheel or creating a flywheel at their chamber. So we’ll dive into that and what all that means as soon as I get back from this quick break.

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All right, Dave, we’re back. As I mentioned before the break, we’re talking about creating a chamber flywheel today.

What does that term mean to you? Where did this come from and how have you guys worked to implement this at the Colerain Chamber?

Dave Moravec – Colerain (13:09.032)
Sure, we actually have two flywheels. The concept is easy to find if you go to Jim Collins’ book, Good to Great. It’s got a red cover and it has a ring to it. Just like my wife, her name is Patty. So we go by Dave and Patty from Cincinnati. Well, you can find the flywheel in Good to Great in chapter eight. And if you find Jim Collins’ purpose behind it,

He talks about the four to six things that make a business go faster or grow faster or to become stronger But you have to sit down and think about those things and once you come up with those four to six unique Ideas processes Whatever that looks like for your organization and in our case the Chamber of Commerce Then you have to put them in order

and do them in the proper order. So as an example, we might invite people to the chamber and do that really well. And we might do marketing really well. But if we do them in backwards order, we may not get the same result. And so we as a Chamber of Commerce in 2020, I took the Board of Directors through this flywheel process because I didn’t know the community. I was new here.

certainly knew the process of creating a flywheel and using it, but I wasn’t sure what that meant for our Chamber of Commerce. So we did that, we created that flywheel, and then I incorporated a second flywheel. And that’s really what I’ve been teaching on for the last five years, Brandon, to other Chamber leaders. It really has three components. One at the top, where you’re attracting businesses to your Chamber of Commerce.

And if you’re attractive to those chambers of, to the businesses in your community, meaning if you’ve got an outward way about you, your marketing, et cetera, is strong, you’re gonna be attractive and attract others. Well, once you do, you bring them to an event or you show them the value proposition of being involved in a chamber of commerce, you have to engage them. So the second component is engagement.

Dave Moravec – Colerain (15:29.738)
That means coming out to an event, talking to other people, doing something besides sitting in your office and going, well, yeah, maybe I’ll send a check to the Chamber of Commerce. They got to get up and do something. So you have to find a way to engage them. And once you do, hopefully the enthusiasm of your Chamber of Commerce is going to be so compelling that they’re going to become a member or in our case, we use the word investor. So we’re investing in our community. We’re investing in our Chamber of Commerce. We’re investing

in our business community. And once they do and they see that that’s an investment, not a spend, at the end of the month when the monthly dues come around for your chamber, or if you’re on a quarterly or as we are in an annual basis, you’re not thinking that the business isn’t thinking about cutting a check to cover expenses. They’re doing it because they’re investing in the community. And if they are,

and they’re so enthusiastic. The third component is delight. They’re so delighted in what is being offered by the Chamber of Commerce and what you’re doing and what you’re giving back to the community. They’re so delighted, they’re gonna come full circle and attract others that you don’t know. These might be neighbors, these might be business associates, they could be outside of your geography, but see the value of being involved in your community because you have a series of

customers in the community that would be a fit or the business connections or even just the friendships that are developed might be attractive enough that, there you go. There’s the graphic. That’s the perfect graphic. So attract at the top, engage as you come around the lower right-hand corner of the flywheel to the point of delight. And once you’re delighted, you become an ambassador.

just like you would on your fine dining restaurant that you make a suggestion, hey, you got to go to such and such a restaurant when you’re in our community. You’re so delighted you become an ambassador. Many chambers of commerce have ambassador groups. They have a small group of eight or 10 individuals who are charged with wearing a badge on their shirt or their jacket that says ambassador.

Dave Moravec – Colerain (17:52.091)
I want our chamber members to all be ambassadors, because if they’re all working together, that flywheel spins faster and faster and faster than if we just have a handful. And that’s the concept that I’ve been teaching Brandon and that we’ve been promoting as a chamber of commerce for the last five years.

Brandon Burton (18:12.29)
But as you delight the people, it closes that wheel where the delight goes back to attract and just it starts that that whole cycle over again with those new people that are being introduced to what the chamber has to offer.

And when I think of a flywheel, think of it’s a way of applying leverage really. I mean, you have a goal and you’re trying to get there either quicker or more efficiently and the leverage that can be provided as you shared with the attract, engage and delight is going to kind of have that focus all around the growth and applies that leverage to the growth.

Dave Moravec – Colerain (18:50.256)
Absolutely. And there’s two significant additional components to this messaging. First off is that in traditional chambers of commerce, there’s a membership director, somebody who’s going out into the community and I’m just going to use air quotes, selling memberships to the chamber of commerce. And somebody can be sold on the idea of being involved in the chamber of commerce, but if they’re not engaged for the right reason, they’re not going to necessarily be delighted. And so when the

time for their reinvestment comes up, it’s a membership, just like a gym membership. I didn’t really use it, I didn’t really see any value to it, so no, I’m not gonna do that again. So we don’t do that. I don’t go door to door, nor does my team go door to door saying, hey, do wanna be a part of the Chamber of Commerce? We let the flywheel just naturally take place. And so the referrals that come in, or the people that are attracted around the

the side of the wheel by those that are delighted are far more interested in being involved, much like a fraternity or a sorority would be. You’re inviting them and they feel welcome. That’s different than selling them on a membership. Second thing is that it eliminates a sales funnel. A lot of businesses look at a sales funnel and they go, let’s get as many people in the top part of the funnel as we can. And then we’ll do something in the middle.

to try to get them out at the bottom as a new member or as a client. Well, once you get them, so to speak, you gotta go do something else with them. And getting them doesn’t sound like it’s very attractive. I see the look on your face. You don’t sound very sold on that idea, Brandon.

Brandon Burton (20:38.446)
Well, and I’ve heard different business owners, different from a wide array of different types of businesses. But if when they have that focus of the sales funnel, they always have to keep upping the ante of what’s that next level that we can sell? What’s that next? And then you get into the, especially with online business, you see a lot of this where they have their high ticket items. It’s a $20,000 mastermind membership or something.

And something ridiculous that only, you know, one or 2 % of anybody who enters that funnel is going to get there. But as long as they spend money, they keep finding what’s that next level that we can keep extracting money out of them is what it ends up being rather than providing that value and showing them that there’s a reason that you’re here and this is what we’re doing for you and keeping that going as a circle. So yes, that’s resonating with me very well.

Dave Moravec – Colerain (21:37.331)
Yeah, and what ultimately happens is, again, couple things that are hugely beneficial. Number one, your rate of retention is significantly higher because they see it as an investment and a continuation of a relationship. You also decrease the amount of chasing that you’re doing to phone calls. Hey, are you interested in joining the change? Hey, did you get my email?

Hey, you know, it sounds kind of cheesy, but it’s far more professional if you’re inviting a friend to a business networking event or to a women’s luncheon or to, you know, to a large fundraiser or awards dinner. If you’re inviting them as opposed to selling them on the idea of, you know, you hear the difference there, Brandon? Yeah.

Brandon Burton (22:32.706)
Yeah, yeah, it’s selling versus inviting. Like, what do you want to be involved with, right?

Dave Moravec – Colerain (22:38.472)
Yeah, exactly. And again, it’s something that we’ve actually been tracking is the number one reason, and this goes back to the good to great flywheel. Among the first things we realized was that each chamber member has a different reason for being involved in a chamber of commerce. So somebody who comes for our ancillary benefits and insurance programs or workers comp may not be interested in networking. And somebody who’s interested in networking

may not be interested in giving their time back to the community and engaging with nonprofits or becoming a board member. Each has a different reason for being involved. So we actually track that in our CRM and in Chambermaster. And the second part of our flywheel is actually engaging them and making sure that that component is fulfilled. So if we’re not providing enough networking opportunities for those that are

interested in networking, they’re going to naturally go away. If we’re not providing enough marketing opportunities to sponsor and get people’s logos out in front of the community, they’re not going to see the Chamber of Commerce as having value. So we make sure that we’ve not just identified what it is, but fulfilled the promise that we’ve made to them and we’re going to create that value.

when we add value to it through innovation and through relationship building, all of a sudden there’s more value associated with that membership or that investment. And that value adds to the flywheel. And the last component of our flywheel is actually being able to tell that story through marketing. Because if we’re not attracting others by telling that story of, hey, you can be involved in this networking thing and

We had a chamber member not too long ago, sold her first million dollar account. Well, being able to tell that story to other people and that she could share that on our sales summit, all of a sudden people go, wow, hey, what can I learn from this person? And it just attracts more attention and more people to us.

Brandon Burton (24:58.862)
Yeah. So one thing that comes to mind is with the flywheel and trying to get people engaged. the attract and then engage. I’ve heard it said before that trying to find a quick win for somebody, you somebody comes into the organization, they’re testing out a business, whatever it is. What can you do to provide a quick win for that individual to where they immediately see that there’s value in them being there?

and participating. So as you guys have implemented this and practiced this flywheel concept, have you been able to identify ways to create a quick win? maybe within the first three to six months, maybe six months might even be too long, but maybe within the first three months to be able to provide a quick win for these investors that come in and join the chamber and are engaging or trying to engage.

Dave Moravec – Colerain (25:29.563)
Yeah.

Dave Moravec – Colerain (25:57.683)
Yeah, I’m gonna answer it two ways. First is the traditional way. People are looking for ROI, right? They’re looking for that quick win from a return on investment. They’ve spent $500 on their membership and they need to get $500 back in value, so to speak. And that’s what you’re speaking about from a traditional perspective. That depends on the type of business that you have. If you’re a roofer,

and you get introduced to 10 people in the community or 20 businesses and none of them need a roof, you’re not gonna see a quick return on investment. I just don’t need a roof right now. So we actually talk about three-year investment in the chamber. Our minimum level is $340, so times three, that’s $1,020, just rounded to $1,000.

Brandon Burton (26:36.385)
Right.

Dave Moravec – Colerain (26:52.926)
If you’re not willing to invest $1,000 in your business over a three-year period as a small business, when there are so many other more expensive options, then we actually take it off the table. We suggest that you not get involved and not invest your money at this point in time. And people have actually looked at me and said, what? Well, no, no, no, I want to join the chamber.

I didn’t mean that. And so we’re talking about it as an investment. The second thing is that many chambers of commerce miss an opportunity by welcoming people before they actually join. So we actually encourage people to take a test drive, invite them to multiple events, not turn them away when they come to a second or third event and go, hey,

You gotta pay up if you’re gonna attend our event. No, not that way at all. So our quick wins are engaging them with the right people at the right time and the right place. And if you do that, all of a sudden they feel, yeah, I’m wanted. Nobody wants an email directly to them after an event that they came to and says, thank you for coming to our event. We hope you’ll attend another event.

Brandon Burton (28:16.854)
Yeah

Dave Moravec – Colerain (28:18.814)
Nobody wants that. But if their film number is on their thing, a simple text that said, hey, this is Dave. Thanks for coming to our thing last night. Appreciate it if we can help in any way, give us a holler. That simple. And people go, that’s a person. That’s somebody who’s actually thinking about me. And lastly, this is a good friend of mine, Bob Berg. In fact, I talked to Bob this morning.

He’s written a book called The Go Giver. There are a series of 10 questions that he has that you can ask somebody during your engagement when you’re meeting somebody at a networking event. But the number one question he poses is what would be the ideal referral for your business? And all of a sudden people are now asking themselves,

He’s not telling me about his business. He’s asking me about mine. And so now they can feel engaged by saying, well, a commercial, we’re do 90 % of our work is commercial roofing. And we look for businesses that before they’re actually needing a roof because oftentimes if the roof isn’t repaired properly or taken care of, it leads to damage on the inside of the building. I’m just using an example here.

I go, I’ve got a chamber member who I can introduce you to now, who may be in that situation, maybe not, but all of a sudden they go, well, he’s interested in me because he made that introduction before it was even necessary. At our networking events, people don’t go around the room and tell themselves about, our members don’t stand around and tell about their business. We actually engage the new,

Brandon Burton (30:00.035)
Yeah.

Dave Moravec – Colerain (30:13.766)
attendees to have them tell their story and have them be more attractive before they leave the room. So somebody will come up and say, you got a dog sitting business or you’ve got a craft brewery. We’d love to know more about that. But if they don’t know it because they’re standing in the corner of the room by themselves, shame on us for not allowing that.

Brandon Burton (30:41.9)
Right. Yeah, I think a lot of times these quick wins, don’t need to be that, you know, complete ROI on that, you know, that return of the investment upfront, but being able to get them a feel and a kind of light the path of this is how you will get that return on your investment, you know, by making these connections, by getting to know these people, by getting involved, you know, in a committee of some sort or helping to further the chamber’s mission, you know, in this way.

So there’s, think there’s a variety of different ways that they can feel like there’s a quick win because going back to your, your comment about just being genuine and asking about their business and learning about them, they’re going to realize, okay, Dave’s working for me too. So that’s a, that’s great piece of advice.

Dave Moravec – Colerain (31:31.122)
We also use the individuals in the room to help make that happen. So if there’s somebody that’s new in the room, I might introduce them to somebody who’s just joined the chamber in the last three months and say, hey, Bob, meet Sue. Sue can tell you what her first experiences were better than I can. And then exit stage left.

Brandon Burton (31:53.209)
Yeah.

And I guess, you know, having your whole staff just being aware of anybody who might be new as well. think that would be the worst thing is somebody comes and nobody talks to them. No chamber staff, nobody even addresses them. Chances of them coming back and engaging and getting onto that flywheel is not going to happen. So, very good. Well, Dave, as we start to wrap things up, I wanted to ask for those listening who are trying

to take their chamber up to the next level, what kind of tip or action item might you suggest with them in trying to accomplish that goal?

Dave Moravec – Colerain (32:34.106)
Well, as I mentioned earlier, a funnel of prospective members and chasing them down is for me the least attractive way to grow your Chamber of Commerce. My understanding, and this is a statistic that I was told and it’s to a certain degree proved to be true, is that if a Chamber member joins and in the first year then

drops their chamber membership, just like a gym membership on January 1st and February 1st, go, I’m not going to do that. My understanding in the chamber world is that it’s five years, five years before they’ll consider joining the chamber again. And if that’s the case, then I can call on them every day for the next five years and say, hey, you want to come back? And they would say, no, had a bad experience.

So we want to have that first experience to be strong so that year over year over year, you create a long-term value. And the value add that I will share and the bonus for me in the long-term value proposition of for-profit businesses is that if somebody is happy with membership initially, eventually they’ll sponsor an event. Eventually they’ll become a sustaining sponsor.

Eventually, they’ll become a board member. Eventually, they’ll become a legacy provider to your chamber of commerce. But if you haven’t done the legwork on the front side to build the relationship, none of those things will happen in the proper order. And again, I think the lessons I’ve learned in the SaaS world, selling software solutions, is that if somebody is really attracted to what you’re offering,

The other things that you offer will just naturally happen. You don’t have to upsell. You don’t have to tag them for the, it’ll just naturally happen. We had five sustaining members when I came in. At this point, we’re approaching 30 sustaining sponsors that invest a significantly higher amount than just dues. And that’s because of relationship building and them seeing value in their logo being

Dave Moravec – Colerain (34:59.696)
everywhere and anywhere through the chamber. So that’s my tip for the day, Brandon.

Brandon Burton (35:05.728)
I like that. But, and to your point where somebody drops their membership, it may take up to five years or more for them to consider rejoining. The other side of that coin is if somebody, if you can, you know, provide that ROI, show the value of the chamber, get them in the flywheel. And I think the stat is three years. If you get them in for three years, then the chance of them being life members, like for the life of their business, drastically

increases to like 80 or 90 percent if you can get past that third year hurdle. I think implementing a flywheel is a perfect way of being able to get past that point and be able to have them be ambassadors for you and be promoting the chamber everywhere they go.

Dave Moravec – Colerain (35:53.151)
I would agree with that. And one other point is that negative talk comes from people that you’re gonna tell a negative story 10 times more than you’re gonna tell a positive story. And if you’ve had a negative experience, you’re not attracting others that you know. And somebody says, hey, do you wanna join, or should I join the Chamber of Commerce? Nah, I didn’t really have a very good experience. Well, you wanna have those ambassadors that you were creating on the delight side.

that are telling your story over and over and over again. And what we’re seeing is that those that provide referrals provide multiple referrals. So they’re telling the story far more times than they would tell otherwise.

Brandon Burton (36:34.072)
Yeah, it’s great marketing. I love it. Right. Yeah.

Dave Moravec – Colerain (36:37.212)
And there’s no cost to it. We can talk about that for another day, but there’s no cost associated with it either. You just have to be genuine.

Brandon Burton (36:46.924)
That’s right. Well, Dave, as we look to the future of Chambers of Commerce, I always like to ask, how do you see the future of Chambers and their purpose going forward?

Dave Moravec – Colerain (36:58.578)
Yeah, I think you’ve had Matt Appenzeller on your show and I’ve gotten to know Matt. Okay, you are great. Matt is awesome. And he and I subscribe to the same mindset from this perspective. And what I’ve seen in talking to and I don’t wanna say evaluating, because I’m not an evaluator. I don’t put one here and one there. But as I look at the future of Chambers of Commerce, I think the challenges if…

Brandon Burton (37:02.648)
Coming up, yeah, he’s coming up, yep.

Dave Moravec – Colerain (37:26.738)
you’re not running the Chamber of Commerce like a true business, you’re putting your Chamber of Commerce at risk. And by that I mean if your expenses are more than your revenue, you’re eventually gonna run out of reserve. If you aren’t planning for tomorrow the way a for-profit business does, when they know that the shelf life of their laptops is gonna be five years, five years from now they’ve gotta have the money available to replace those laptops.

And I think those kinds of concepts are missed oftentimes, number one, because the chamber leader doesn’t know any better. They haven’t been mentored or shown that those things are important. But secondarily, they have boards of directors that close their eyes and ears to the fact that their for-profit businesses have to survive that way and forget that their staff, the people that are running the Chamber of Commerce,

have to be that way. If you’re not increasing your dues, you know, over a period of time, eventually it’s going to come up and catch up with you. And I think that that’s the risk that all of us have is not treating the business, treating the Chamber of Commerce as a business and looking at it as a nonprofit.

Brandon Burton (38:47.608)
Yeah, I think that’s a great piece of advice as well. Not too different from running your household finances. You take those lessons of having healthy balance sheets. Well, Dave, I wanted to give you an opportunity to share any contact information for listeners who may want to reach out and connect with you and learn more about your books or about the flywheel or anything we talked about today. Where would you point them and what would be the best way for them to reach out and connect?

Dave Moravec – Colerain (38:56.734)
Absolutely.

Dave Moravec – Colerain (39:17.298)
Well, I have put in my resignation for the Colerain Chamber of Commerce. So you can reach me for a period of time at president@colerainchamber.org. But you can otherwise find me at DD, Dusty Dave is my nickname, moravec, M-O-R-A-V-E-C-5@gmail.com (ddmoravec5@gmail.com). My phone number 309-838-1947 will get me 24 seven. And I will pick up the phone 24 seven.

Brandon Burton (39:52.679)
There you go. And the books, Amazon, anywhere in particular you’d point them?

Dave Moravec – Colerain (39:57.82)
Yeah. Yeah. You can find them at salesmanagerforrent.com on our media site. Amazon will have them. Look up Echoes and Moravec and I’m the only guy that M-O-R-A-V-E-C with Echoes associated with it. If you like the books, recommend them to others. Write reviews. First time and new authors.

That’s their biggest challenge is having people to review them so that others see them and are attracted to it. So yes, I appreciate that. And yeah, thanks for the plug. I appreciate that.

Brandon Burton (40:37.842)
Absolutely, you bet. It’s my pleasure. But it’s been fun having you on the podcast today. I appreciate you spending your time with us and your experiences and lessons that you’ve learned at leading the Colerain Chamber and just from your business experiences through your career as well. So thank you.

Dave Moravec – Colerain (40:55.432)
Great to be here.


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Elevating Engagement with Amanda Lea Kaiser

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Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

Hello, Chamber Champions. Welcome to Chamber Chat Podcast. I’m your hosts Brandon Burton. And it’s my goal here on the podcast to introduce you to people and ideas to better help you serve your Chamber members and your community. You’re joining us for a special episode as part of our 2023 ACCE Chamber the Year Finalist Series.

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Becki Womble 1:03
I’ve been using Community Matters for probably six or seven years now. And in a previous life, I sold commercial printing so I can highly recommend Community Matters because it’s a complete turnkey job for any busy chamber exec and it’s a wonderful, beautiful printed product whenever you’re finished. And I just I’m very sold on Community Matters. And with a printing background I just big endorsement from me.

Brandon Burton 1:44
To learn how Community Matters can support your chamber with your next publication. Please visit communitymattersinc.com/podcast To request your free media kit and request a proposal to find out what kind of non-dues revenue you can generate.

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Our guest for this episode is Amanda Lea Kaiser. Amanda is a keynote speaker and author of Elevating Engagement: Uncommon Strategies for Creating a Thriving Member Community. Through her research, Amanda is at the forefront of exploring how member and attendee engagement is rapidly changing when within professional communities. I’ll have to say as a side note, as I read through her book, I very much was able to visualize all of you as listeners, both attending your state and national chamber conferences and engaging on those levels, but also taking some of these lessons learned to your local chamber organization. So as we go through our conversation today, I hope you can see some of those parallels as well. But Amanda, I wanted to welcome you to the show give you a chance to say hello to all the Chamber Champions that are listening and if you wouldn’t mind sharing something interesting about yourself so we can all get to know you a little better.

Amanda Lea Kaiser 2:58
All right. Hey, Brandon, thank you so much for having me here on your podcast and hello Chamber Champions. It’s it’s great to be here. Okay, something interesting about myself. So I got my start at Crayola and I rose up the ranks and marketing so I’ve got a classic marketing background. And and now I’m the keynote speaker but maybe even more interesting than that. I’ve got a two kittens adopted me during COVID I don’t know if if you’re a cat dad, but they adopt us I don’t think we adopt them. And and I named them after Muppets. So I love the Muppets, Kermit and all of those guys. So so my cat’s names are Robin in between. And you might see them running in and out because that’s what they do. Awesome.

Brandon Burton 3:44
Yeah, I did notice the Kermit quote in the book as well. So that carries through. I’m not a cat, dad. But I understand what you mean. It doesn’t matter how much you like the cat they have to like you to adopt. Right? Well, I am excited to get into our topic of conversation today. I think chambers across the country, even globally, are constantly thinking about the ways to elevate the engagement of their membership or their investors or those who participate in their organization at at any level. I often will out I’ll hear chambers talk about doing the yellow highlighter exercise where they will print out their membership list and then with a yellow highlighter, go through and mark any chamber member who’s participated or actively engaged with the Chamber in any way. And that may be the main sponsor of their annual banquet. It may be the sponsor of their board room, or maybe just somebody who’s constantly liking their Facebook posts. So literally any level of engagement and as they do this yellow highlighter exercise, oftentimes there’s not a whole lot of Yeah, low on that sheet once it’s marked up. So I think we’ll, we’ll be in for a treat today with a lot of these tips and ideas around how to elevate engagement with our memberships. So we will dive into this discussion as soon as we get back from this quick break.

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Donna Novitsky 7:36
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Brandon Burton 8:31
All right, Amanda, we’re back. So as I mentioned before the break, we’re, we’re talking about elevating engagement, you’ve got a book all about it. Some could say maybe you’re an expert on it. And I’m a little bit hesitant at all really setting the stage that way. I think I told you before we got on the recording. It’s like introducing a comedian and telling everybody how funny that comedian is and then your your setup to deliver. So you know, no pressure at all, but I’m looking forward to an engaging conversation. Good. So maybe let’s just start with why did you write the book like what what was it about your background and maybe personal history that led up to this moment where you’re like, there needs to be a book about elevating engagement of these membership organizations? Yeah,

Amanda Lea Kaiser 9:21
so Okay, so let me give you just a kind of quick, sober, quick, speedy history to get us to this point. So like I said, I started at Crayola. And then I had a couple of jobs in my career where I worked at an advertising agency and then I landed in a NAT at a national association. So I worked I worked in for a higher ed Association. Super cool. It was the first time that I even realized that associations and chambers and they were even a thing I just didn’t know until that point until I started working for them and I was director of marketing there. And and it just completely We opened my eyes. And I was so delighted by how collegial these professional groups are. They’re, they’re really fantastic. So I decided to open up my own business. And I was a qualitative researcher, my, my marketing focus has always been on research. And I decided to pursue the qualitative research side of things. And during my time, as a qualitative researcher, I worked with 33 different associations and got a chance to personally talk to 477 members from all different walks of life. And the conversations with them did two things, one, I would ask them about their industry or their profession. And the second thing that I asked them about was, what is it like to be a member? What is it like to attend? You know, what is engagement like, and all of that, and as I was conducting these interviews, one thing that I found is there’s this gap between members, and attendees and, and leadership, right. And so, so that’s why I wrote the book, I wanted to close that gap. And just to give you a sense of the gap is, is, you know, members, our members are having an experience there, whenever they engage with us, they’re having an experience, and very often when we’re on the inside, and I can say this, for sure, as the as being a staff person on an association, a lot of what we’re trying to do is we’re trying to provide value, we’re trying to do the administrative stuff very right. And we’re not, we’re not focused on the experience. And so, so that’s what this book is all about. The book is all about closing the gap. And and I’m also doing a ton of keynoting. Right now. And so I start out every time by saying we’re here to close that gap between you and your members.

Brandon Burton 11:52
Yeah, I like that. I think that’s a good summary. And that does kind of set the stage a little bit here. So my background is in chamber publishing. And often I’ll even joke with some of the different advertisers Chamber members that were selling ads to that. I often will hear a chamber member say that they want to advertise and whatever the chamber publication is, because there’s almost a sense of guilt, that they join the chamber at some point. And they see all the emails from the chamber about the networking mixer, the after hours, the Chamber luncheon, annual banquet, you know, there’s always something that golf tournament. And there’s a sense of guilt that they can’t be at all of the things, you know, they work during the day, so they can’t go to the luncheon or they’ve got family life after work. So they can’t go to the after hours. So they see doing some sort of advertising with the chamber as a way to engage. So how would you look at engagement? How do you define engagement? As you look at a membership organization, I guess what counts when it comes to? To engagement? Yeah, yeah.

Amanda Lea Kaiser 13:04
So So advertising counts and attending accounts. So so let me let me kind of step back, though, because what I tend to do is I tend to define engagement, the way a member would defined engagement and the way members define engagement is almost solely around emotions. And I actually, I asked when I when I keynote, I asked my audience this, I’ll ask them what is what does engagement feel like when you’re really engaged? What does that feel like? And I’ll ask them to, to recount a professional or personal community that they’re very, very engaged in, you know, what, when that makes their heart very happy. And so this is some of what they’ll say they’ll they’ll say, I feel valued. I feel welcomed, I feel belonging, connected, excited, inspired, it’s energizing, I feel included. I feel focused, I feel peaceful, I feel worthy. I feel like I’m being seen. That’s just some of the words this is I got 139 responses. But those are some of the key words that came up over and over again, so. So engagement is all about emotions. And when you’re when your members or our members are making decisions to engage, they’re making very emotional decisions. That what they’re what they’re what they’re trying to work out and might not be even conscious. But unconsciously they’re trying to say is this community for people like me, do people like me join a chamber like this? You know, do people like me go to events like this? Do Am I gonna find my people here? Am I gonna be long am I you know, all of those things. That’s, that’s the kind of what’s going on in the back of their minds. And so, I, I love to define engagement all around how members see engagement, because you’re right when we when we on the business side, talk about engagement. We’re talking about joins and when rules and registrations and opens and reads and click throughs and all of that. So we’re talking about the metrics of engagement. But I love to think about engagement as that, that very emotional emotions and feelings that drive those decisions to engage. And so that’s that’s typically where I’m coming from. Yeah.

Brandon Burton 15:26
What you said almost sound like a Seth Godin quote, right? People like us do things like this. Yeah. And it’ll often talked about enrollment, right? So the engagement level kind of at Next stage is yes, I want to engage. And now I’m going to enroll I am all in, I’m going to fully participate. And I know that’s a few steps down from where how you kind of break down that, that member journey, or that the experience journey. So maybe touch on that a little bit, because I think so much of that, the beginning of that membership journey is where that emotion really is probably at its peak. There’s some reason why they’re choosing to attend the conference or choosing to join the chamber. And I’ll say everybody does it for slightly different reasons. But understanding what that emotion what that driver is, I think, is so key to being able to help them have a successful journey going forward with the chamber. Yeah, can outline that for

Amanda Lea Kaiser 16:28
us? Yeah. Yeah, absolutely. So I’m so glad that you started touching on well, you know, what, what happens at the beginning, because So, for most professional communities, what they find is new members are the most fragile members. And, and so, you know, people, if you look at your metrics, you might see people join, and then they never engage. And then it’s not a surprise when they don’t renew, right, and, and so, so they’re very, very fragile. And, and so what we need to do is start appealing to their emotions, one of the one of the things that I often will say, when people are asking for, like, what is the definition of engagement, I’ll say, there’s two parts, there’s, there’s value, so we got to provide value. And the other part is positive experiences. So you want to provide good value and positive experiences. And when you do that, members will engage. And I would wager to bet that your chambers provide lots of amazing value, you know, people, all of you chamber pros, you’re doing all of these events, you’re publishing, you’re emailing, you’re providing all kinds of really amazing things and lots and lots of value. And it’s, it’s frustrating when people aren’t joining, and or it’s or renewing or engaging in, in some way. And so the, the piece that’s often missing is the experience part, the the part that triggers all of the emotions, and, and so this is very salient for new members, you know, new members join, they often don’t understand how to really engage, there is the old the emails are coming in there is I’ve heard that, Brandon, that guilt factor that you were talking about in so from so many different types of members, you know, they’re, they’re sending me emails, I feel like I and what they will say is, I’m not engaging, and it’s, it’s my fault. It’s not them, they’re, they’re making every effort, it’s me, right? And, and I can see that there’s a lot of benefits, I can see that there’s a lot of events and in what they would normally tell me is I feel like I’ve got to start going to these events, which I can never do, because the timing doesn’t work out. Or I’ve got to spend a lot of time on their website, understanding what they do. And I just don’t I don’t have the time yet. And, and so I think what we need to figure out is how to connect a lot quicker with them, you know, how to have how to provide a teeny bit of value so that they understand that taking that leap to come to your events makes a lot of sense. And also connecting on that emotional level. And you do that with experiences. So are there phone calls? Are there? Is there kind of a special quick Fitbit fun email that you could write to them, you know, what are all of the experiences that you can provide to new members that will get them saying this is not only going to be worth my time, but I think that this is going to be a really fun group. There’s a lot of energy. I’m super excited.

Brandon Burton 19:35
Yeah. And as you’re saying that it reminds me in the chamber industry, there’s a lot of focus on with the engagement of members to try to make the shift from being a transactional relationship to be more of a transformational relationship and that way, hopefully, if that’s communicated and modeled in correct ways, the guilt factor hopefully isn’t there. as much because they’re not in it, they didn’t join to say what’s in it for me, but they’re they joined to be part of something bigger, that’s making a positive impact in their community. I see some chambers that have the option to join their chamber right on their website, we can enter your name, credit card information, and click Submit. And you’re done. You’re a member. And I’m sure there’s the onboarding emails that come in. But that chamber doesn’t know anything about that member, why they joined, they didn’t really share their mission, their vision, any of that. And oftentimes, those are coming from another member as a referral. So you know, you need to be a part of the chamber, right? So I think right from the beginning, there tends to be a little bit of a disconnect. And I love in the book, you talked about doing a listening tour. And I think that could probably come in and in a couple different stages along the member journey. But to really tap into that emotion and their why you want to maybe expand a little bit on the listening tour, and how that can kind of pull on that emotion. Yeah,

Amanda Lea Kaiser 21:08
absolutely. So let me let me give you a couple of tangible stories that I heard dirt while I was while I was interviewing members. So. So there’s a couple of associations that were doing a really good job, and I got a chance to figure out what they were doing from their member saying I was on I was the recipient of the listening tour. And so there’s one, one association that did a very interesting thing. Now they had not very many members joining. It wasn’t like they were having hundreds of members join every week, they might have been having 10s of members join every week. And and so the the director of marketing of that particular organization, would schedule a call, it was about a 20 minute call with every single new member. And during that call, she would ask them a series of questions, you know, hey, tell me about yourself. And when did you start working at this company? Or when did you you know, when did you start the company? She would, she would ask them questions about projects, they were working on what their goals were, what their mission was, what if they’re having any challenges, she might even ask them, you know, what, tell me about some trends. And she would, she would take careful notes, and she listen intently. And at the end of the call, probably with maybe, I don’t know, three, four minutes to go, she would say this has been so interesting. And there’s a couple of things that I heard you talk about, that we might be able to help out with, there’s you talked about this really interesting project that you’re working on. And not many of our members are working on a project like this, but I know that Sue is. And I would love to introduce you, it’d be okay, if I introduced you to Sue, I think she’s a couple of steps ahead of you. And, but you know, I can introduce you via email in and then she will, she would also say and I also heard you talk about this system, that we’ve got some data from some of our research, or we’ve got an event coming up where we’re going to be talking about this topic, we’d love to have you I’m going to follow up with some emails. And so you know, she get off the phone and immediately send some emails, one introducing that new member to sue a longtime member and tell in telling Sue and you know, reminding this this person while why she was introducing them, and then she would follow up with a separate email saying, hey, you know, as we were talking, I told you, I was going to send you this research report and this invite to this event and blah, blah, blah, blah, blah. So that that’s very time consuming very hands on for this organization that works. Because they don’t have a lot of members. Other organizations, there is the listening tour where you get into your car, you know, or your your get your staff into a van, and you book breakfast, lunch and dinner. Or you go to people’s offices or places of work or factories and and you spend 15 or 20 minutes with them doing the same kind of thing, asking them questions, touring, just being there letting them be seen. And it’s such a pleasure because now when they come to an event, they already know a friendly face. So there’s there’s that part. The other thing is if you are with a chamber that’s maybe spans a large geographic area, there’s a virtual orientation events. Now the virtual orientation events are not orientation webinars, there are much more responsive than that. So so people come you know, your new members come into a Zoom meeting. And then you ask them the same kind of questions, you know, where, where do you work what what kind of organization is your company? Tell us a little bit about it. What are some of your goals? What are some of the projects that you’re working on? And then as everybody’s feeding information to you, you the host can do some pattern matching for the biggest things that people are They’re struggling with and then make that link for them between their problem back to the to what the chamber provides in terms of, of benefits or upcoming meetings or something like that. So. So I love that you were talking about, you know, these these member listening tours, because there’s so many ways that they actually work, Brandon. And that’s really the key to it all. When when you know your members and you hear them talking over and over about their goals, then then we serve them a lot better. Yeah,

Brandon Burton 25:30
there was one chamber executive I talked to one time and he talked about how he’ll do three breakfasts each day, they’ll go meet with different members there. The first one maybe is just having a coffee is the second breakfast, awesome makes the third one, maybe a phase three. So he’s breaking it up. But he’s getting to three different member businesses to have these breakfasts. And he’s meeting with other members there. So like the levels of engagement with the organization with the members is on multiple levels, and able to gather a lot of that very important information to be able to better serve the member. And I love that. So it does kind of seem like though in today with everything digital, and we’ve got in person events, we got virtual events, we get emails, get social media, we’ve got podcasts, we’ve got YouTube, we’ve got all these different ways to get our messaging out there. Does that make it harder or easier to engage members? Like how it I think I can see both sides of the coin, but I’d love to hear your approach and maybe how chambers might want to look at this. Yeah,

Amanda Lea Kaiser 26:41
what I’m hearing across the board is, is engagement is getting harder, it’s harder to engage attendees most virtually and in person, it’s harder, harder to engage members, it’s harder to get those opens and reads. It’s just I think it’s harder. And some people are saying, you know, this is not uniform. There’s some associations and some chambers that are seeing these bright spots, like, hey, we went back into person. And and, and we’ve got some of our in person events are doing amazing. And we’re still doing virtual, and some of those are doing amazing. So this is not, engagement isn’t universally going down the tubes. But I think it is getting harder. And one of the reasons why it’s getting harder is is really time and attention. You just hit on it, Brandon, there’s so many ways that we’re trying to reach members. But there’s so many ways that they’re getting content and they’re connecting. And they’re you know that it’s just sort of, we all have a very frantic pace of life these days. And so we’ve got to do something different to engage members than what we did before. And I’m so glad that you asked that question about communications, because this is sort of a really great time to talk about how you not only provide value, but you also provide the experience so so every time we communicate, there’s two things that we’re trying to do. The first is the what we say. And that’s the value, it’s the message we’re trying to get across. The second thing we’re trying to do is is or the second thing we communicate is how we say it. And this is the tone, it’s the voice. And and this might be something that you’ve talked about a lot in publishing is the tone or the voice. And so I love to think about tone on a continuum. And so on one side of the continuum, there’s the very institutional tone, the very professional polished tone, it’s a lot of big words, it’s when we’ve got our business hat on, that’s the tone we tend to fall into is the institutional tone. On the other end of the continuum, I have a what I call the best friend forever tone, sometimes we’ll also call it the happy dog tone. So if you go into your personal email, and you read, you just quickly, like scan your personal email of all of the brands and companies and products you really love. They’re talking to you and the happy dog tone, there’s emoji, there’s hashtags, it’s casual, they’re talking to you like they’re your best friend. But for some reason, when we’re doing business to business, and we put our business hats on, we talk very, we tend to talk very institutional. And so I just like to remind everybody, that tone is on a continuum, and you can pick anywhere you want to be, and especially with your new members, they’re they’re looking for all of those cues on whether to belong, you know, is this the place for people like me, they’re looking for those belonging cues. And when you can warm up your tone in your emails or warm up your tone and your phone calls, you know, or any of the information you’re sending out to new members. They the sense that they sense that this is going to be a happy, warm, lovely place for them to meet other people and connect.

Brandon Burton 29:54
Yeah. So when I think of, maybe an in person or even a virtual event I think to on an event stage, it’s a maybe a little easier to gauge the engagement. You can see if people are looking down at their phone or distracted or getting up to get a drink or, you know, just the distraction, where as we try to with these communication channels, I’d love that you brought the the tone and the voice into the happy dog messaging. Besides maybe some of these metrics that we look at the open rates and social engagement tools, are there other ways that we can see if our message is landing, right? If we’re how do we get that kind of feedback when we’re not in a room or a Zoom Room even to be able to get that that instant? Hopefully, positive feedback. Yeah,

Amanda Lea Kaiser 30:47
yeah. So people are always asking me how, how do you measure engagement and and there are, you know, I think when your members are doing the yellow highlighter exercise, they’re measuring engagement, looking at your renewals, it’s a measured metric and a measure of engagement. And so as you’re engaging members and attendees differently, you’re going to see that metric go up some some organizations use Net Promoter Score, some of them do things as sophisticated as Engagement scoring. And so again, over time, if you’re, if you’re focused on those experiences, you’re gonna see those those metrics go up. But, but it’s engagement is a tough one. Because it’s very hard to make one change, it’s very hard to say, Okay, we’re gonna make this one event more experiential, and we’re gonna see renewals fly off the chart, that’s not the way it works, right? There’s, there’s, there’s not a lot of like one to one direct comparisons, you just sort of see a general lift over time. So So I think sometimes we have to measure engagement, again, with our own emotions, which is, you know, is there what’s the energy like? Okay, so we’re making it we’re making some improvements to try to be more engaging and say this one event? Was the energy better? Did people walk out smiling, you know, for virtual, one of the things that I think is a really good predictor of a virtual meeting is what’s going on with the chat. Now, you can do a lot of things to have a really robust chat and as a, as a very often speaker, I love the robust chat. I love when I’m talking. And people are busy in the chat and they’re talking to each other. And they’re asking each other questions and they’re tuning in to listen to me and they’re plussing up what I say and then plussing up what everybody else says. And that’s for me that schools because because they’re sure they might be listening to me and engaging with me, but they’re in if they’re engaging with each other. That’s lovely, too. So, so if you’re doing lots of virtual events have chat ambassadors in there. And that can be a micro volunteering opportunity for one of your members. Or it could be a staff, you know, job, but have those chat ambassadors in there that are, you know, they’re plussing up what other people say? And they’re asking questions, and they’re, they’re kind of saying, Oh, this, you know, the speaker said this, what do you think about this, everybody and, and really try to foster that excitement and get it going. And that’s, that’s You’ll sense the energy, you’ll, you’ll sense it, whether you’re virtual or in person, and that that’s almost I think, is Valley or it is as valid as some of those tangible metrics.

Brandon Burton 33:26
Yeah. So I hope this doesn’t feel like we’re taking a step back. But I was thinking about the emotion as people engage with an organization that emotion is, you’re able to maybe give them some small wins along the way. So in the book, you talk about, like speaking from stage, there’s little engagement questions or things you can do to warm up the room, right. So they’re engaging on a very minimal risk or risk free environment where they have nothing to lose if they just participate and engage. And as a member joins an organization. And there’s other little quick wins, I’ll say that you can do to kind of trigger that emotion or positively reinforced that emotion of yes, you’re here for a good reason. We’re here to listen to like, all of those things. Are there any strategies or tips that you want to share around maybe those small quick wins to warm up the audience or the new member, to help encourage them to give them that confidence to be able to engage at higher levels as they progress through their their membership journey?

Amanda Lea Kaiser 34:38
Yeah, let me let me tell you about a totally unexpected story that I heard when I was doing those interviews and it’s a it’s a story that I heard over and over and over in different ways with different words. But what I would hear people say is I went to my very first event for this organization. And while I was waiting in the registration Mine welcomer I didn’t know it at the time, but people were circulating, and they were talking to all of us in the line. And in somebody stopped and talked to me, and it was maybe just two sentences. And it was it, it made me feel like this community is super open and warm and welcoming. And it and I felt like I had to step out of my shell and I am going to, to just talk to other people, I’m going to introduce myself to other people and just see how it goes. And so, so it’s like, new members come in, and we have to give them the teeniest little nudge or a teeny little bit of permission, so that they can go and make their experience great for themselves. And so whenever we can do that, it’s great. So So let’s see, how do you do that you can do that with welcomers that in person events, you know, kind of warming up the crowd for in person or virtual events. Think about your icebreaker, you know, what is what is a an icebreaker question or an activity that is super safe and super easy. And so I’ll give you just an example, when I’m getting together a group and I want to get them to be really creative, I want to I want the group bubbling up lots of ideas, I want them collaborating with each other. And the topic is not is not very serious, you know, it’s we’re working on, we’re just going to work together on this problem. And we’re gonna have a really great time doing it. One of the questions that I love to ask is, would you like to be a dragon? Or have a dragon and why? And in the why is the key, you know, you can pick either one, but I love to ask why. And so you can ask that, you know, in person, with a smaller group, you can ask it on, you know, virtual meeting and get people responding in the chat. But that, you know, again, you’re you’re popping them out of the expected stuff. And in the their professional world, and you’re bringing them into sort of a different surprising experience where they can have a little bit of fun with it. They tap in their answer, and now they’ve started participating, which is half the battle, because once once you start once, then you’ll you’ll form that habit and you’ll keep participating. That’s

Brandon Burton 37:12
awesome. Having read the book, I knew that was the question you’re gonna you’re gonna bring up it’s I was waiting for the dragon question. So I’m glad you glad you brought it out. As we begin to wrap things up here, I wanted to ask usually I’ll ask for maybe a tip or action item for listeners who want to take their organization up to the next level. And what you would offer I think I may want to read phrase that too, for an organization that a chamber listening who would like to level up the engagement of their members to the next level? Where should they start? Yeah,

Amanda Lea Kaiser 37:50
yeah, absolutely. Oh, let me backtrack and tell you one other one. So if you’re looking for more icebreakers, or energizers the other one that is surprisingly, super fun, and people get you know, they have this very fun argument about it is, is a hot dog a sandwich. So what do you think Brandon? Is the hot dog sandwich? Or is it not a sandwich?

Brandon Burton 38:13
I’m gonna go yes. Is it the same way a cheesesteak is the sandwich.

Amanda Lea Kaiser 38:17
Oh, there you go. Yeah. Yeah. So so interesting. Usually, usually groups completely divide. And there’s some squabbling around if a hotdog is a sandwich and to my knowledge, there’s no real answer, you know, just like, Alright, are you know, is white chocolate, chocolate, you know, again, you get the you know, those are those are fun cup questions to ask.

Brandon Burton 38:40
In cornbread, and you have a corndog. Now, that’s a whole nother topic. I don’t agree with that. Yes,

Amanda Lea Kaiser 38:47
yeah. Yeah, that feels not sandwich like to me, but yeah, yeah, absolutely. Okay, so. So what, you know, what can they do to take things to the next level, what, what I would suggest is go and start identifying all of your transactions anytime you have a transaction. So joining as a transaction renewing as a transaction, opening an email is transaction registering as a transaction registration at your events as a transaction. And in so think about and so like, anytime the staff has a job to do, you’re doing administrative stuff for that transaction. So think about how you can seamlessly keep doing the administrative part of it, and then layer the expensive experience on top of it. So that’s, that’s how you close that gap is to keep doing what you’re doing in terms of the transaction and the administrative stuff, but now figure out how to layer the positive experience on top. It’s easier than you think it is. So like, let’s say you’re, you’re you’re doing registration at one of your events, and you’ve got you know, 100 people coming through the door, and you need to give them all badges within 10 minutes or something like that, you know, people are coming at you, and you’ve got to log them. And you got to give them all their badges, even even in those moments where you’re so busy and so frantic, just smile, like just keep giving them a genuine smile. And now you’ve layered on that positive experience. I

Brandon Burton 40:22
love that. And I was thinking, I don’t know, man, I don’t know if this holds true all the way through or not. But if, in talking about those micro wins, as you know, micro positive experiences and micro engagements. Hopefully, if they’re engaging on that small risk free level, a way of maybe measuring that as if they’re engaging again, like if they’re taking another step, you know, on that journey. And if they’re, if they’re stalling out, if you make that initial engagement, and they stall out, maybe the communication needs to be refined, maybe you need to get more information. But they hopefully should be making another step and other engagement along the way. Would you agree with that? Or is that just totally my own thought? totally

Amanda Lea Kaiser 41:13
right. So I have identified it fine. I’ve identified six stages of engagement, and is exactly what you’re talking about that that at each stage, there’s generally speaking, a barrier for people to take that next step into the next stage of engagement. And so to the extent that we can be aware of all of those six, six stages, and just constantly helping people have those micro wins, and in sort of taking that next step, if they want to, one, one thing that happens is you know, sometimes like, boards will get burnt out and a new member, a new face will come to an event for the first time and a board member will rush up and say, We’re so happy you’re here. Have you ever thought about being on the board and the new members panicking and saying, oh my gosh, I don’t even know who you people are yet. And so you can’t rush people up the six stages of engagement, but what you can do is make the opportunity available if they want to. So if you you know, the book is elevating engagement, and right there in the beginning, I detail all of the six stages, and each chapter is devoted to one of those stages. And I talk about the the kind of go no go decisions that members are making at every single one of those stage stages. And then I just try to give you hundreds of ideas for helping them move from one stage to the next. Again, if they want to work, we don’t rush them, we just make those opportunities all available to them. And, and yeah, I think I love I was taking notes while you were talking Brandon, because this idea of micro wins or micro engagements. I just I love that terminology. And I hadn’t thought about it or articulated it that way. So if you don’t mind, I’d like to steal that from you. Because I think it’s cool.

Brandon Burton 43:04
Yeah, just reference me twice. And then you can own it after that. So a real life example that, that I was reminded of and reading the book, you you mentioned that the board members, you know, maybe seeking a replacement for their seat during the board recruitment. So my, my wife was the volleyball Commissioner for our local youth volleyball organization. And our two youngest, well, all of our girls played volleyball through it. So we felt invested. And she was giving back to the community and doing her thing and just ended up with a lot of things on her plate. And she was completely overwhelmed. It was draining all of her energy. So she would talk to the other volleyball moms, she would say, this is wiping me out. Do you want to take it from me? Do you want to do you want to do this? And everyone kept saying, No, it was like, You need to change your approach. This doesn’t have to be a bad thing. It doesn’t have to be a negative experience. You don’t need to lie to them, but just share what it entails, share what the upsides are, and let them make a decision. But if you sell it as you know, this is so time consuming and is totally drained me. I think the example he gave in the book is a board member saying you know, I’ve I’ve been affected finite, you know, negatively financially, you know, in serving on the board. Nobody’s gonna want to take your spot, right. So you don’t want to scare people away with being over engaged, maybe? Yeah, yeah.

Amanda Lea Kaiser 44:35
And then then a staff members, we can also get a handle on that as well. You know, if, if we feel like it’s hard for volunteers to volunteer, we can look at their roles. We can look at the time commitment, we can look at dividing things up we can but just like it just like we were talking about with new members, you know, we want to take new members and give them that little nudge to help them keep progressing along their membership journey, you can do the same thing with volunteers. I love thinking about the volunteer journey as well. And, you know, start the volunteer journey with a micro volunteering opportunity and then slowly build. And I think a lot of time as a staff people, we tend to think about volunteer roles is very specific things if you’re on a board, if you’re on a committee, those are volunteer roles, but to members welcoming as a volunteer role speaking is volunteer role hosting as volunteer role, right, and, and so, so think about all of those non traditional things that we want to do to engage members like like being a chat ambassador, and have that be a volunteer role. And, and so, you know, maybe people are spending three minutes volunteering, or 10 minutes volunteering, or 30 minutes volunteering, but now you’ve just flex their muscles so that if there’s a chance to do another volunteer role, they might take you up on it. Right.

Brandon Burton 45:59
I love that. So I like asking everyone that I have on the show this question that as we look to the future of chambers of commerce, and I’ll broaden that and say, just associations in general, how do you see the future of chambers and associations going forward?

Amanda Lea Kaiser 46:17
Yeah, I see it really bright. There’s, there’s such a need, you know, when, whenever there’s a need in the community, there’s the business propositions, I think the future is really bright. And it’s just about how to engage differently. And I, from the research, I see that the answer is in the experiential side of things. And again, I think I said this a little bit earlier that I would wager to bet a lot of your chambers are offering a ton of value. And if you offer even more value, that’s great. But it might not get you to engagement, what you got to start doing is focusing on those positive experiences. And so a really quick way to think about that in this is something that you can play with you with your staff or talk to your board about or your committees about is just start saying, you know, the any, anytime somebody starts asking what do our members need, you know, what do our website visitors need? What are our attendees need? What do people need? Start laying or layering on that question, which is how do we want them to feel? And so? So when you ask, how do we want them to feel? And this is an easy thing that we that you could try even tomorrow, right? The next time you’re writing an email, think, how do I want the reader to feel and you kind of lock in that emotion in your brain that you want them to feel happy or joyful or hopeful or something like that. And when you type your message will actually totally change in quality? In in, that’s a really great experience. So just always, always keep asking, How do I want people to feel? How do I want them to feel when they come to our website? How do I want them to feel when they walk in the door of our event? How do I want them to feel when they’re advertising or hosting or sponsoring or any of those things. And that that’ll that’ll get you to the experiences part. I

Brandon Burton 48:11
love that that’s a good gauge right there just to kind of make sure that what we’re doing is the right thing and getting people to to engage and feel good and hit on those emotions that brought them there in the first place. So Amanda, I enjoyed this conversation and having you on the podcast, I wanted to give you an opportunity to share any contact information for listeners who may want to reach out and connect or share where they can find your book or anything like that, that you’d like to share with the audience feel free.

Amanda Lea Kaiser 48:42
Yeah, absolutely. So you can find me at amandaleakaiser.com. It’s Amanda, Lea, and then Kaiser like the role.com. There’s information about the book there. It’s there’s information about speaking, there’s a newsletter all about engagement that I put out once once a week that you can sign up for if you’d like or you can type elevating engagement into Amazon or any online bookseller and you’ll find my book there.

Brandon Burton 49:09
I love it. Well get that in our show notes for this episode. But like I said, this has been an engaging conversation and I hope the listeners feel so as well. And that it may prompt them to make some micro wins to put themselves out there a little bit to touch on those emotions understand why their members are there and what can you do to make them feel the way that you’d want them to feel. So Amanda, thanks again for being with us today and for sharing your your insights and for for sharing this book as well.

Amanda Lea Kaiser 49:41
Thank you so much, Brandon, this has been delightful.

Brandon Burton 49:45
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Money Matters for Nonprofits with Melisa Galasso

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Below is an auto-generated transcription of my conversation with Melisa Galasso. Because this is auto-generated there are likely some grammatical errors but it is still a useful tool to search text within this podcast episode.

Feel free to join our Chamber Chat Champions Facebook Group to discuss this episode and to share your own experiences and tips with other Chamber Champions.

Brandon Burton 0:00
This is the Chamber Chat Podcast, the show dedicated to chamber professionals to spark ideas and to get actionable tips and strategies to better serve your members and community.

And now, your host, he had a paper route in middle school. He’s my dad, Brandon Burton.

Hello, Chamber Champions. Welcome to chamber tap podcast. I’m your host, Brandon Burton. And it’s my goal to introduce you to people and ideas to better help you serve your Chamber members and your community.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Kris Johnson, President and CEO of the Association of Washington Business in Washington State to learn how Holman Brothers has provided value for him.

Kris Johnson 0:47
Well, Doug and Bill at the Holman Brothers have been a key ally in growth for my professional career working at three different chambers, a local chamber, a regional chamber, now a statewide chamber. And they’ve been the ideal solution, whether it’s a comprehensive training program, whether it’s working on individual sales growth, quarterly check-ins with the team, the ability to grow members has meaning more assets for the organization, more assets means we can do more things to serve our members. They’ve really been the perfect solution for us, a trusted resource partner and a growth partner for us all along the way. So hats off to Doug and Bill for their great success. They’ll be a great partner for you as they are for us.

Brandon Burton 1:28
You can learn more about Holman Brothers Membership Sales Solutions by visiting holmanbros.com.

Doug & Bill Holman know how to diagnose and solve
member recruiting issues faster and better than anyone else, and they want to put
that knowledge to work for you and your chamber. Learn more at HolmanBros.com.

You’re joining us for episode number 201. We just got over our 200 Mark, which is a big deal. But before we jump into this episode, I just want to remind everybody of the chamber pros planner giveaway that we’re doing right now with Izzy west. So if you’re interested in getting a free copy of Izzy’s Chamber Pros Planner for 2023 What you need to do is leave a review for Chamber Chat Podcast, in Apple Podcasts or even on our Facebook page. Take a screenshot and email it to me at Brandon@chamberchatpodcast.com and you’ll be entered into a raffle to win one of 5 2023 Chamber Pro Planners.

Our guest for this episode is Melisa Galasso. Melisa is the founder and CEO of Galasso Learning Solutions LLC, a CPA with nearly 20 years of experience in the accounting profession. Melisa designs and facilitates courses in advanced technical accounting, and auditing topics, including not for profit and governmental accounting. Her passion is providing high quality CPE that is meaningful creates effectiveness improves quality and positively impacts ROI. She also supports essential professional development, audit level training and train the trainer efforts. Melisa is a 2020 enterprising Woman of the Year Award recipient and was honored as a 40 under 40 by CPA practice advisor in 2017 2018 and 2019. She was also named the 2019 Rising Star by her region and AWB Oh chapter received the Don farmer award for achievement and technical content, content instruction and earn several other awards for public speaking and technical training. Melisa, I am excited to have you with us today on Chamber Chat Podcast, I’d love to give you a moment to say hello to all the Chamber Champions and to share something interesting about yourself so you can get to know you a little better.

Melisa Galasso 3:35
Well, thank you so much for having me, it has been an absolute pleasure, super excited to be here. So something interesting about me is that I have always been a pretty avid traveler. And when I started abroad, I managed to make it to every country in Europe outside Portugal. So I really did a very concerted effort studying abroad to also study other places outside of where I was studying, which was in Paris, France.

Brandon Burton 4:01
That’s awesome. Now many people can say that they’ve got that that much travel under their belt and experience in other countries. So very good. I like it. So I mentioned that I’m excited to have the on the on the podcast. I’ve had a few chamber professionals reach out to me, I guess more than a few over the last couple of years. specifically asking for episodes regarding finances at their chamber. Think through the pandemic and just a lot of turnover we’ve seen in the chamber industry. A lot of these individuals often had been serving on their board and then found yourself in the chamber presidency EOC and are trying to get their head wrapped around the finances at the chamber. So I think this episode is really going to provide a lot of value for those newcomers into the space but also some that have been around that maybe just need to take a little internal audit of how they’re keeping track of their finances. So I’m sure we’ll we’ll get into that but tell us a little bit about at your company, what it is that you do kind of your focus and in what you’re all about.

Melisa Galasso 5:05
Alright, well Galasso Learning Solution provides continuing professional education to CPA firms in particular. But we also support governments, nonprofits and other organizations. And we try to provide training that is practical and really engaging after I obviously, am a licensed CPA, but I spent many years in the profession and I went back to learn about instructional design. And so I have my master trainer designation, I have my certified professional and talent development and my certified speaking, professional license. And so really trying to make learning more fun, because CPAs are required to get on average, about 40 hours a year of CPE, which is more than most doctors and lawyers are required to have. So it’s a profession filled with the goal of learning. And there’s always change going on. And so I really want to make my courses as practical, engaging, and really relevant. And so we use needs assessments and things of that nature to help people really figure out what are their goals for the learning, and then how can we achieve that in the most fun way possible?

Brandon Burton 6:04
Absolutely. Yeah. I imagine with the ever changing tax codes and things like that there’s a need for that continuing education, but it also keeps you gainfully employed.

Melisa Galasso 6:15
Some days, we say that this is like the Full Employment Act for our trainers.

Brandon Burton 6:20
That’s right. That’s right. So for this episode, Melisa, she’s also the author of the book money matters for nonprofits, which I didn’t mention is I read through her bio, but for this episode, we will focus a lot on why she wrote the book, what the book covers kind of the purpose of it, and we will dive into that discussion as soon as we get back from this quick break.

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Izzy West 7:57
Hey, this is Izzy, publisher of the Chamber Pros Planner, a weekly monthly planner featuring weekly meeting notes, habit tracking and 12 week goals. Last year, Emily Roberts of the Madison Area Chamber commented on the Chamber Pros Facebook group. “This is my first time getting this planner and it’s great. It’s specific for chamber professional and it has lots of notes room checkout Izzy West’s website to get a better picture of it.”

So you’d heard her go to TheIzzyWest.com to learn more about the Chamber Pros Planner. I have a video you can watch of me slowly flipping through the book so you can decide if it’s right for you.

Brandon Burton 8:30

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Melisa Galasso 9:45
Well, I would always tell you I’m not I don’t feel like a writer. And so it’s very interesting always now to be referred to author because it is 300 pages of length there but what really was the impetus to have this for years and years similar to you got questions like How do I get my board to engage, but predominantly, my client base is filled with CPA firms. And so they’ll go out and do an audit, they’ll do a review for a nonprofit for our chamber. And then when it comes time to present the financials, they’ll hear things like crickets. No one wants to ask any questions, nobody, you know, they’re like, can we just approve this real quick and make them go away? And obviously, my clients really want to engage, they want to help, they want to answer questions, they, you know, the people that I work with are phenomenal CPAs, they really do care about their client base. And they wanted them to have a basic understanding. And so people would call and say, Hey, do you have a book that you would recommend for board members? Or do you have a book you would recommend about the basics of nonprofit accounting. And what I always struggled with is there are amazing books out there on governance, right? If you want to read about nonprofit governance, there are great phenomenal books out there. But there’s only usually one chapter on accounting. And then when you got an account, when you found a nonprofit accounting book, it was like in the weeds, debits and credits, like bookkeeping, and most board members don’t need that, they just need to be able to understand what should be on the financial limits, they need to be able to interpret the financial statements, and they need to be able to evaluate to the into the financials, they don’t need to actually do the bookkeeping. And so as a result, I always had trouble really making a reference. And then I guess the silver lining of COVID is pre COVID. I spent I you know, three to four days each week on the road training. And so I didn’t really have any free time. And then all of a sudden, my evenings and to afternoon started becoming more and more open mornings and everything opportunity. Who knew that there could be something positive come out of being grounded for almost 18 months. And so I decided to write the book and the publisher was interested, again, also getting lots of feedback that there wasn’t that book out there. And so we wrote the book.

Brandon Burton 11:51
All right. So what would you think the idea being that this podcast is for Chambers of Commerce? I mean, most of the listeners are chamber professionals of some sort, whether they’re the president CEO, or the director of sales or marketing or vice president? Who would you say the ideal target is for this book? Is it going to be the board member? Or is it going to be the chamber President, to kind of have both sides of what’s being presented? What, what would be your thought?

Melisa Galasso 12:20
I actually have learned that while the book was really written with board members in mind, and a lot about what the board responsibilities are fiduciary activities, and fiduciary responsibilities, etc, what I have learned is that a lot of people who are in the space actually are interested in learning. So I’ve had multiple CEOs say, You know what, I actually could use this like I know for, I’ve also kind of leverage either my finance person or the treasurer on the board. And I haven’t necessarily always understood some of the terminologies or when something was changed. And so anyone who really wants to understand the inner workings, I would be an ideal reader. It’s not written super detailed. And you know, I’ve actually had very recently got an email from someone who said, they actually give it to their accountants who are stiff people who haven’t necessarily been exposed to nonprofit accounting before, because when you come out of school, even as an accountant, you learn commercial GAAP, you learn how to do commercial accounting, and we don’t have an owner’s equity in a nonprofit, we don’t have a lot of that we do have some special things like contributions and other things that are kind of harder. And so this really gives people an opportunity, who just want to have a better understanding of these types of accounts, what it is that they could be learning. And my favorite part, honestly, of the book is all the examples, we reached out to so many amazing nonprofit to have beautiful financial statements to give examples, because you can always make XYZ nonprofit, right? But let’s look at some real entities and really look at the differences that are out there in presentation and how you can do this, and really make it more interesting. And so I think that a lot of people benefit just from the opportunity to look at things maybe differently than how you’re doing and say, Oh, I like that, or I like that. Let’s, you know, let’s see what we want to do.

Brandon Burton 14:03
I love that. And that’s a lot of what we do on the podcast here is presenting different ideas of how one chamber does something and you can call it rip off and duplicate and do it your own chamber. So I like to use real examples of other nonprofits. So those that read can rip off and duplicate what what makes sense to apply that you’ve alluded a couple of times now between not having a section on debits and credits and not having owner contribution contributions or disbursements. What type of differences are there between a nonprofit set of financials versus that of a corporate business or personal finance?

Melisa Galasso 14:39
Absolutely. So the balance sheet looks a little bit different because we still have assets and liabilities and that’s pretty consistent between all entities. But the leftover in a corporate environment would be owner’s equity, and so you worry about things like dividends and retained earnings, but nobody owns a nonprofit. So we use net assets. And so net asset classification is really simple. Orton to nonprofits and so what some things are restricted and can only be used for certain reasons, right, you can’t walk into Target and say, Here’s my $50, if you’re lucky, and here’s how I want you to spend it, right. That’s not really how it works. And so restrictions are very unique. And so we talk a little bit about why we present them differently on the face. And so you always have typically multiple columns we looking at or multiple rows around those net assets, we also use something called a statement of activities, which could also have a bunch of different terms. So that’s like your income statement. But because we’re not looking to make a profit, we’re not looking for that calculation. So we’re looking at the change in net assets. And so we’re still have revenue and expenses, we still have gains and losses, those things are the same. But how we present them is different. And so it’s a really pretty presentation. And one of the things about the statement of activities is it could look pretty much like anything, you can have a single column, you can have multiple columns, you have comparative years, you can have summarized years, you can do pretty much anything you want with it. And so I think that’s what makes it so interesting is you can kind of find what’s the right way to tell your story. And that’s what a financial statement supposed to do is tell your story to your user. And so what presentation you use really depends on the organization and your users. And then I think the other big thing here is that there’s lots of guidance around Kunshan, accounting, and other types of things that are sort of unique to nonprofits that you will see. And so we take one chapter just to go over the basic financial statements, what they are a little bit about each of them. And then there’s a chapter for each one going over what are some of the key elements that you should be seeing there were are there unique elements for each, for each standard, and for each presentation? And then at the end, we actually have an analysis. So okay, if you have all of these right, you have a statement of functional expenses, which again, makes a nonprofit environment, like what do I do with this? There’s all these numbers, right? There’s all these words, right? And sometimes it’s overwhelming. Yes, I know what an asset is, and know what a liability is, but like, what should they be? Or what ratio should they be at? And so we have an entire chapter on how to evaluate and what to do with that information. So what are some ratios you can calculate? What are some trends you can look at? What are some KPIs that you can use to evaluate organization? And this way, you can look forward? What do you want to do? What do you want to achieve? Okay, how do I benchmark how do I get there, and to make it a little bit more practical, because again, just versus overwhelming to a lot of people that like, I’m not a numbers person, and like, you don’t have to be a numbers person, you this is adding, subtracting, you may get some division in there. But this is not AP Calculus, right? To the imagination, I tried to make it really very practical on what we could do to to really engage. And then would you talk a little bit about the role of the CPA and what kind of services that they could provide? Because everyone always says, well, I need an audit. And I’m like, nine times out of 10, you probably need an audit, you might need a review or a compilation. Or you might need an audit, but you might need a single audit or Yellowbook audit. So what are all these terms? Because again, it’s like alphabet soup.

Brandon Burton 18:03
Right? So it I think you’re right numbers can be very intimidating. People have that limiting belief. I’m not a numbers person. So when you look at a board, what is the financial and accounting responsibilities for board? And how much do they really need to know to be effective as they operate as a board member?

Melisa Galasso 18:26
So that’s a great question. Because a lot of times people think they’re signing up just to move the mission forward, which is absolutely true. You know, a lot of the boards that I sign on, people are super passionate about it, right? When you think about a chamber, right, you are really trying to in that area, make a difference for those organizations, and you’re trying to make sure those members are well represented as you go through it. And so you’re really passionate about that. So maybe you sign up for the board, because you have this idea of something we can do in the future, or you have this desire to make a difference from a development and fundraising type of experience. And you’ve all these different opportunities. And then someone says, oh, and by the way, we have a finance committee, and they’re everyone, they go good, I’m not going to be on that I have no responsibilities, right? That’s not my thing. I’m not going to do that. But when you sign up to be a board member, you have legal responsibilities for the duty of care, the duty of loyalty and the duty of obedience as part of being on a board. And so automatically, each state sets the rules. There’s a model role that’s across the country, and then each state kind of takes it and adjusts it for the state. But when you’re doing this, you’re talking about going to meetings, right duty of care is showing up and participating. Not just voting yes, even if you don’t understand what’s going on. But really looking at it. Updating policies is another big thing because when we think about this policies are what helps first off those who work in management achieve their objectives, right, they have to be told exactly what the rules and regulations are there. And then we have things like the duty of loyalty which are conflict of interest, very important in the nonprofit world to ensure that We are really putting the the board first as we go through this and requiring everyone to disclose any potential conflicts of interest. And then the big one, which is the duty of obedience, which is making sure that you are doing all the things that are required, whether that’s filing a 990, whether that’s filing financial statements, whether that’s getting the required audit, but making sure that we’re fulfilling these responsibilities. And so everyone who serves on the board has this responsibility, not just the CEO, not just the chair, not just the person who’s in charge of finance, or the treasurer, right. We always like that. That’s the treasurer’s job. But everyone has responsibility for going through and really understanding the finances now, do they have to be a financial expert? Absolutely not. But you are responsible for ensuring adequate financial resources, because if you don’t have the resources, you’ll never achieve your mission. And so you have to really make sure that you’ve got the right finances out there.

Brandon Burton 20:58
Right. And I think to the, to the point of maybe feeling a little bit overwhelming, I see a lot of chamber boards will say, well, let’s get a CPA, that’s a chamber member on the board, and they’ll handle the finance. Right.

Melisa Galasso 21:09
That’s your job.

Brandon Burton 21:10
That’s right. That’s right. So then you just kind of bury your head in the sand. I say they the board members, but what are maybe some important questions that board members should be asking whether it’s to accountants or, or to that CPA that’s on the board that is handling the finances, just to make sure that things are going right.

Melisa Galasso 21:28
Absolutely. So obviously, when you’re looking first off at you know, picking it, there are lots of questions you should ask around, does the CPA firm have experience with chambers, right? So, you know, you may be a nonprofit specialist, but you might not have any experience with the expectations of a chamber. And so a lot of times, one of the things you can do is to start off by picking the right CPA firm, for whatever type of service you’re going to be providing, making sure that they are providing the right level of services, seeing what kind of educational opportunities that they have for really making sure that their right fit that they have the right, you know, requirements that they have a strong quality background, and just kind of getting into that. So those are sort of the starting points. But then they should be asking, especially their CPA, what are the risks that they see for the organization, right, so many CPA firms will tell you about what some of the, you know, what they’re seeing out there, what potentially from internal controls, they might be lacking, that they could consider what they see other chambers doing. So again, I love the idea of just kind of borrowing and using whether you know, best practices,

Brandon Burton 22:36
they’re proud to say rip off and duplicate. So

Melisa Galasso 22:42
clearly recreating the wheel here, like we saw this work really well. And when it’s another organization, similar size, similar type of, a lot of times you get a lot of really good benefit from that. So benchmarking coming from the CPA firm can be really helpful. You can also ask questions like, Are we properly staffed? Do we deserve, you know, just enhanced department, which could be a department of exactly one person? You know, do they have what it takes to get this done? They can also talk about trends that they’re seeing and sort of expectations for the future. Because again, as long as they have that right experience, and working with other chambers, and they’re seeing what’s going on in the industry, they can be really helpful at saying, Okay, well, this is what we’re seeing out there, you know, this might not be impacting you yet. But this is something that you want to see, you know, could be on the horizon for you. And then a lot of times they can get into, you know, sort of the governance type of items as well. So they can talk about internal controls, they can talk about timekeeping systems, they can talk about different types of transactions where they had concerns, but you have to ask, sometimes there’s required communication. So those are typically in a letter that if you don’t read it, you’re not getting a lot of benefit out of, but the conversation with the CPA is super important to have that two way conversation. And, you know, CPA firms come to present they present the financials, and they’re kind of waiting for you to ask questions like, oh, you know, how are we doing? Or how do we compare? And then they’re like, Okay, let’s vote to approve this. So these people don’t, you know, make us feel uncomfortable about their knowledge of finance versus our knowledge of finance. But I’ve never met a CPA who didn’t want to answer questions or provide guidance, because really, you know, they’re in it for the benefit. And people who work with chambers and other nonprofits really want them to be successful. And learning from all of that experience that they have can be super important.

Brandon Burton 24:29
So I feel like the media has done a great job at really highlighting negative aspects of nonprofits, especially when these you know, really greasy stories come out about different fraud and different things. And so then when you hear the term and nonprofit, for me, sometimes I think, okay, what is the true what’s the governance, what’s the purpose? What does this nonprofit do? It makes me scrutinized a lot more before donating money to a nonprofit. But how big of a Problem is fraud in nonprofits and what kind of board do to help hedge that?

Melisa Galasso 25:06
I mean, especially when a nonprofit is smaller and doesn’t have as many people, you have less segregation of duties and segregation of duties is one of the most important internal controls, because it makes sure that one person doesn’t control everything from start to finish. And when we see these nonprofits who try to be great about using funding for its purpose, right, and its mission, it tends to try to scale back on those more overhead type items. And so they try to do more with less, and then all of a sudden, one person is receiving the checks and depositing the checks and reconciling the bank account. And then all of a sudden, right? You know, that you look at this, and they have absolute control. And if you you know, you just search the word nonprofit fraud, it’s pretty sad out there. And there’s a great book on, on what we call pink collar fraud, which is very interesting has a high impact on nonprofits, because it’s tend to typically, right, somebody who you would never suspect, right, you’re like, oh, no, the person at church who reconciles would never steal from the church they love the church was the same thing with chambers, that person would never do anything wrong, because they have this trust. And so trust with that internal controls is a really bad setup, we tend to see a lot of this because the person typically doesn’t go into it for the intent of committing fraud, but then the opportunity kind of overwhelms them. And then the next thing, you know, they’re so knee deep. And we see a lot of stories where they’re like, Oh, I’m just borrowing the money, right? Now I need it, I’m gonna pay it back. And then it just never gets paid back. And it just gets bigger and bigger and bigger. And so focusing on internal controls is so important, even the smallest organization, because that’s really what the board can help with. The board can be that oversight, they can be the checks and balances, they can review the balance sheet racks, they can review invoices, they can review executive expenses, if there’s no one else who can do that. And so it’s a great opportunity for the board, once they realize where there’s potential for fraud to step up to the plate and say, Okay, I’m going to help with that. And even large organizations to still be very active in that governance. And in those internal controls, even if you have a well staffed organization, that’s really thriving, there’s still opportunities there. And so to know what’s kind of going on, and even some of the, you know, the funding that we saw come out of the federal government over the last few years from COVID, we’ve seen a lot of fraud, because it was just seemed like the money was just available and could be used for anything. And it really wasn’t supposed to be used for just anything. And so we’re starting to see more and more stories about nonprofits who maybe didn’t use the funding the right way, or really wasn’t eligible for it. But there weren’t good checks and balances by the federal government to prevent that money from getting out there. And so again, checks and balances are huge portion of really being that sorting on that board.

Brandon Burton 27:57
Right. And I think, you know, oftentimes the person who commits the fraud, who’s the guilty one ends up being the, you know, the bad guy. And really, it’s just, it’s not a fair situation to put them in where it’s all the trust, and no checks or balances, and it puts them in a really tough situation. And a lot of times, you may be dealing with a lot more money than a person will see in a lifetime, you know, at a really effective nonprofit. And it’s just it’s not fair to put that much burden on one person.

Melisa Galasso 28:26
And it’s unfair, just because it’s an expectation that is unrealistic to, for that person to have. And so they almost feel like, well, you know, they’re asking me to do so much. And therefore, you know, the entitlement kind of kicks in the rationalization kicks in. So I think it’s something that we always have to be careful of is that we all have responsibility for maintaining good internal controls, we all have responsibility for understanding the financial statements, looking at trends of cash is going the opposite way of what we expect asking questions like, Why isn’t cash flowing the way we expect? We had these great fundraisers, or we did this great event or our membership is growing? Like where’s the issue here? So we can kind of take a closer look at it, instead of saying, Well, I’m just not good with numbers. So it must be right.

Brandon Burton 29:09
Yeah. And you talked about having those KPIs. So as you have board meetings, you should be reviewing those KPIs and see where the direction the trajectory of your organization should be going. What are some of the maybe unexpected benefits that can come to an organization by their member by their board members understanding basic accounting and, and maybe unforeseen problems that come if they don’t understand basic accounting?

Melisa Galasso 29:34
I think one of the big benefits of understanding the basics is that when they’re looking at a number, you know, they can say something like, that just doesn’t make sense. Right? So that’s how we teach auditors to audit. We say use a little bit of intuition here. And so if you have an understanding how things flow from one statement to another, again, not all the debits and credits, but you understand how things should flow, then you should be able to say what just doesn’t make sense to me. Can you explain that? Or can you give me a little more of the detail? Or can you, you know, dive in and explain this. And so having just the basics having an understanding of okay, this should happen. And then this should happen. Okay? We know, we expect that as a result of this, we had really good strong revenue, we should expect that the balance sheet should see an increase in net assets, but we don’t. So what’s going on here? And so we can ask the questions. And so no one’s expecting you to know the outcome. I tell that to audit firms all the time. So when I teach CPAs, I’m like, I don’t You don’t need to know what’s wrong. You just need to know that something’s wrong. And then you need to ask questions, you need to do your due diligence, you need to follow up. And you need to use what we call professional skepticism, which is that sort of inquiring mind that, you know, not just taking everything at face value, but really saying Does this make sense? And if you don’t have a basis to start from, right, you just kind of numbers are out there, they don’t have any meaning. They don’t have any relevance, right? They’re just numbers, then you can’t have an expectation, right? So the number 100 is not a good number. It’s not a bad number. Without context, that means nothing. And so by having that basic accounting, you have the context. And not to do that. But to say, Well, I just don’t understand that, or, you know, we have you know, this is I expected to see this as exchange revenue, because based on my understanding, and I don’t see it reported here, like, why is this going in a different place? Oh, it’s being parked on the balance sheet. Because we haven’t earned it yet. Okay, we can work with that. But if we don’t have anything to start with, it’s just numbers, right? And numbers is just like data without information, you have a lot of it. But it doesn’t mean anything. And so board members can really take it up a notch, because they’re really the first line of defense for the organization. And you know, that we tell a couple of stories about when the board chose not to really be involved when the board didn’t rein in executive compensation when the board didn’t say, hey, that’s, you know, unwieldy spending, we look at the eventually it made it to the public, it was announced in a news story, and all of a sudden, the inflow of donations drops. And even all things that this organization has done, they’ve never returned back to where they were pre announcement of this, because it’s hard to build back trust, right. And so people who don’t trust the organization aren’t going to be members, the organization, they’re not going to, you know, participate in it. And so you’re not going to have the funding that you need. And so the way that we develop trust is by having that active board and having the CPA involved to do some due diligence, whether it’s a review, or whether it’s an audit, depending on what would be appropriate for the size of the organization. That’s how you get the trust that people say, okay, yeah, I’m gonna give my money to this organization, because now I believe that they’re going to use it for what it’s supposed to be used for. And we’re going to do what we’re supposed to do with us.

Brandon Burton 32:51
Right? I love that. So I’d like asking everyone I have on the show what might be besides picking up your book, what might be a good tip or action item for Chamber Champions listening? Who would like to take their chamber up to the next level? What What might you suggest?

Melisa Galasso 33:09
I always say that one of the best things you can do is ask questions. And so asking questions is not a sign of not being aware, right? So people like why don’t ask questions. I don’t want to look stupid. But I feel as the people who don’t ask questions who actually are at a disadvantage? So if you’re not sure, ask, and if you want to learn more, ask because so many people would want to share that information with you. So I’m always have the asking questions is a good thing. It shows that you are inquisitive, it shows that you care. And so if you’re not sure, ask and if you want to learn more ask because there are so many things that you can do. And such a positive impact you can make simply by asking questions.

Brandon Burton 33:50
Right now, it definitely shows a level of engagement as you ask and desire to learn more. Thank you. So I also like asking, as we look to the future of chambers of commerce, how do you see the future of chambers and their purpose going forward?

Melisa Galasso 34:06
I think especially as a small business owner, myself, I think that the especially as we look at the economy and a lot of what’s going on there right now, I think they’re gonna have an even larger influence. Because you know, as a member of NABO, as you mentioned earlier, we talked a lot about the importance of the chamber locally and the work that they do to support us. And so I think that we’re going to see a growth in this area as there’s been a surge of small businesses coming out of the pandemic, a lot of people not going back to their previous corporate roles, I think there’s going to be an opportunity for additional education for you know, the camaraderie that comes from it. I think a lot of people, especially when you’re doing this for the first time, I know when I started out on my own, it felt pretty lonely, right. And so going out there and finding my Navajo sisters and finding other people who had done that really gave me that opportunity to say okay, yeah, there is, you know, camaraderie there is socialization out there, I’m not all by myself. People have done this before. And they’re great to ask questions of and lessons learned and that willingness to share. And I think that that’s going to be a big boom in the future. As we see all of these, you know, post pandemic organizations, particularly small businesses, who want to be successful going forward, are going to lean on the chamber, as we see changes in shifts in the economy, as we see changes in how, you know, federal funding is being provided. I think the chamber is everyone’s first line. Okay, teach me was it to help me understand network and and show me some people who have been successful here?

Brandon Burton 35:39
Yeah, I appreciate that. Is there anything that we’ve missed in our discussion today, I know there’s a lot in the book, and you can dive in deep, but any anything else you want to make sure that listeners know about or hear about before we wrap up?

Melisa Galasso 35:54
I just think the biggest thing that I would say is really have goals for your organizations and benchmark them somehow KPIs, etc. Because you don’t know it’s sort of like your map forward. How do you know if you’re being successful only if you are measuring it. So there’s so many, like, measure what matters types of, you know, books out there, but it’s really true. If you don’t know what you want to achieve, you don’t know if you’re going to achieve your mission. And so if you set the things leading and lagging indicators that can help you say, okay, am I heading in the right direction? And is it working, you’ll be so much more successful, and not all of them have to be finance related. But having the right financial ones can be indicative of having a really nice set of resources to better serve members.

Brandon Burton 36:39
Great, I love that answer. I’m glad I asked the question of goals, and have those indicators to keep track of your goals. As we wrap up here, Melisa, I wanted to give you an opportunity to share any contact information for listeners who would like to reach out and connect with you, like pick up your book work with you what would be the best way for them to reach out and connect?

Melisa Galasso 37:00
Sure, first off, I’m very active on LinkedIn. So you can find me on LinkedIn. It’s Melisa last and Melisa with one s, if you want to learn more about the books, they have very exciting money matters. MoneyMattersfornonprofits.com is the website that you can go to to learn more about the book and, you know, get a little bit more about what the deep dive is how we are trying to help others. And so those would be the two ways I always I’m super active on LinkedIn, we try to keep people up to date on what’s changing in the accounting world and in the audit world and really help people be successful. So we share a lot of free information there. And so I’d love to connect with all of you.

Brandon Burton 37:37
Yeah, everybody can go follow Melisa on LinkedIn, there’s a lot of good value there whether for yourself or to point your board to so they can be actively engaged in your organization’s finances. That is a great resource. But Melisa, I want to thank you for spending time with us today here on Chamber Chat Podcast and you provided a lot of value. I’m excited for chambers to dive in and read your book and to connect with you and learn more and to be more fiscally responsible at their chambers and to set those goals and see their organizations move in a positive direction. So thank you for sharing your your knowledge with us today.

Melisa Galasso 38:14
Thank you so much for having me it was an absolute pleasure.

Brandon Burton 38:17
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