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Merging Organizations for a Stronger Community with Kim Casko

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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 the 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.

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Our guest for this episode is Kim Casko. Kim has been the president and CEO of the Iowa City Area Business Partnership and September 2016. Prior to that Kim worked for AT as an organizational effectiveness program manager. She also held positions as assistant director for Change Management at the University of Illinois, Career Advisor at the University of Maryland, and management consultant at Price Waterhouse Coopers originally from New York Kim holds a bachelor’s degree in management and psychology from Bucknell University in Pennsylvania and a master’s degree in higher education administration from Northwestern University in Illinois. Kim currently resides in Iowa City with her husband John dog, Rocky and cats. Omi and Tanis. She serves on the boards for the Iowa City Area Development Group Iowa city downtown district Mercy Hospital and ACCE she’s quite proud of that last one. Kim is passionate about leadership development at the individual team organizational and community levels. She enjoys anything food related, sitting on her front porch and making project plans. Kim, I’m excited to have you with us today on Chamber Chat Podcast. I’d love for you to take a moment to say hello to all the Chamber Champions that are out there listening and share something interesting about yourself so you can get to know you a little better.

Kim Casko 2:36
Sure, well hello everyone. And thanks Brandon so much for having me on. It’s so good to meet you want to be here today. Pash something interesting about myself. I guess. One of the the jobs that wasn’t highlighted in my bio is that I did a part time stint at our local animal shelter. When I first moved to town and learned a lot for that job. From that job. I got a passion for rescue animals. And you know, oftentimes in my current role, there’s just some parallels in terms of animal animal behavior like herding cats, right? Redirecting dog behavior that actually comes in handy in the current job. But out of that job, I did get a my dog rocky that you referenced in my bio, who came into the shelter with all four legs, but one was badly damaged and the shelter bed had to take it off. And then I fostered him and never gave him back. So three legged dog named Rocky and then about a year ago now I rescued a cat and her pack of kittens from our neighborhood and had them in my office for about six weeks, which was interesting. And then one of keeping the mom and one of the kittens that’s only in Tanis.

Brandon Burton 3:55
My youngest daughter would love to have a cat and one of some of our best friends. You know, it got a litter of kittens, and they keep trying to tell us my wife is severely allergic. So it’s never gonna happen or else you know, my wife would have to move out of the house. So my poor daughter, you know that she was in a tough spot. That’s right. She would love nothing more than to have a cat but yeah. Well tell us a little bit about the Iowa City area business partnership just to give us an idea of, you know, size, scope of work, staff budget, just to give us some perspective before we get into our discussion today.

Kim Casko 4:32
Sure. So we are Chamber of Commerce. we’ve rebranded and changed our name in 2022, the Irish city area business partnership right before COVID hit, which is a whole nother story, but we’ve had approximately 750 members. We’re located in Iowa City and downtown Iowa City which is the home of the University of Iowa. We are the only chamber in our county which is John In County, which is approximately 155,000 people, it’s the fourth most populous county in Iowa. Our budget is approximately 875,000. And we have a staff of five full time awesome team members. And we’ve got two folks on part time contracts. And it’s actually great because they’re folks from one’s from our CVB. So we’ve got a little bit of staff sharing going on. And she’s supporting our community leadership program. And the other is from this our Cedar Rapids Metro Economic Alliance, which is a chamber economic development group to the north. And we’ve got someone helping us with our advocacy work there. So have some good friends and partners in terms of staffing support.

Brandon Burton 5:46
Very good. I like that idea that those part time contracts and being able to leverage abilities with other organizations. And I think it kind of leads well into our discussion for today, our topic will be we’ll be discussing our main topic today being merging organizations for a stronger community. And I think there’s multiple ways to go about this different types of organizations that might be worthwhile looking at a merge together. But I know you guys have recently got approval for a merge. So we will dive into more of that story and how that came to be as soon as we get back from this quick break.

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All right, Kim, we’re back. Before the break we’ve mentioned that you guys just recently got approval from your board to to move forward with a merger tell us who’s the merge with how did that develop? How did it come to be and you know, where do you see the need for this to develop this way?

Kim Casko 9:30
Sure. Well, the the best way for me to answer that is actually to tell a little story here. And actually the story starts in 1901 so bear with me will join me quick here but I’m in 1901 was when the chamber was first established. It was established as the Iowa City commercial club and then eventually evolved to become a chamber of commerce. And then eventually He developed, you know, sub committees and one of those sub committees was the Tourism Committee, which got spun off in the mid 1980s. That is now our CVB. And that’s because a hotel motel tax referendum was passed. So that their their own 501 C six entity, we also had another committee of the chamber that was the Economic Development Committee, that also spun off in the mid 1980s, as I think happened with a lot of chambers, and so that they could focus on recruiting businesses to town. So those two entities spun off. And then I think as many of us know, like, as time you know, moved along, like those, those two entities, CVB, economic development organizations focused externally bringing visitors bringing businesses to town. But over time, you know, within those industries, they realized, well, if you build it, they will come, you know, and focusing more on developing the community and making this a great place for visitors to come to and for businesses to establish themselves and grow here. And so, you know, over time, they start focusing more on that work. And, and chambers have always been involved in that that space, quality of life and placemaking. And so, hence, a lot of our community development work started to overlap. Simultaneously, we had a couple of other economic development entities that started cropping up in the 2000s. One was the Iowa city downtown district, which is a self supported municipal improvement district. And then the other is a regional partnership between our economic development organization and a combined chamber eto to the north, to create regional focus on talent attraction. And so you know, the space, the economic development space in the work, we do just started to shift and become more and more about community development. So we actually, in 2018, and it’s been explored even a couple times before 2018, as we hear from our past chairs, in terms of bringing together our organization and our economic development group, it’s a 2018 was the last time we looked at that I’ve been in this role since 2016. So it was kind of early in my tenure. And we decided not to move forward on a formal merger at the time, because there were several things going on in the environment, one of which was kind of bringing together this regional group. And, and so we decided not to do a formal infrastructure kind of remodel, but we decided, well, let’s start aligning resources in terms of sharing staff sharing space, we moved in with our economic development group, who’s called ikat by the way, if you hear me referenced up, that’s the Iowa City Area Development Group. We moved in with them in 2019, we, you know, we’d said, Okay, we’re, we’re going to start aligning our programming, we’re going to look at establishing a community vision, all of that. And we did, you know, attempt that that last one, but you know, heard from some of our stakeholders, like, oh, no, that’s not, that’s not your role to do the community vision thing. And, and so, you know, we shifted to focusing on on just education and working through that, then 2020, we all know what happened to the pandemic hit, and all of a sudden, you know, we realized our organization’s us icad Are our downtown district, or CVB, are all sending out, you know, I’ll try to compile information and sending out information to our key stakeholders, and it’s all the same, you know, like, there’s a lot of overlap. And then and there’s a lot of overlap and the information. So we all just, you combine our marketing and comms team and started to, you know, really worked together on that. And then we stood up what we call the project better together initiative, and rally the steering committee, you know, across the community, to just do emergency recovery type things. And we just did a ton of work together through that time, not just communications, but giftcards campaigns, morale boost for our health care workers, all the things that a lot of assaulted. And so and through that we just learned, like really, you know, we call the project project better together. But after 2020 20, we’re like, Well, we really are better together, and we just prove that we have you know, greater impact. And so that then led, you know, in 2021, we looked at okay, so what now what, what is greater? Should we consider more formal alignment between these entities and what does that look like? And simultaneously, we also thought, now might be the time to come back to establish a community vision, you know, a vision for our future. We decided to prioritize that and focus on the vision work first, which we did in partnership with Rebecca Ryan, and we were able to launch that vision pot this past summer, which we call the Better Together 2030 All envision plan. And so once we kind of have that under the way then at the start of this past year, we started looking at alignment knowing okay, we’ve got the vision now, what does that mean for our organs? decisions and how we support that. So that’s where we started exploring that. And then ultimately proposing to our boards this past November, that to move forward on formally merging, you know, into a single entity, the business partnership, and I can, so the chamber and the economic development group, and we got a vote of approval from both of our boards to move forward now on doing the design work. So sorry, that was a lot of scarring. But

Brandon Burton 15:25
no, you know, no, so there’s, there’s a lot to unpack there. Right? I mean, it’s, you did a good job of condensing it down from 1901 to 2022. Now, right. So you had mentioned in 2018, that the, as you evaluated it, you didn’t see the need for a formal remodel of the organizations. So what do you think the key factors were from 2018? to Now I know there’s a pandemic in the middle there, but and opportunities to align resources and other ways. But what would you say were those those key identifiers that said, you know, what, now is the time that we do you need to look at making a formal remodeling of the structure at the two entities?

Kim Casko 16:16
Yeah, I think that’s a great question, and one we’ve reflected on and that we get a lot, like, why didn’t you do it in 2018. And, you know, I think that, again, our peers that I kind of work in on this joint venture with the entity, and the county to the north, on doing kind of a regional economic development group. And so that was, I think, creating some stress and some complication. And knowing too, you know, we were getting, there’s just a lot of thing, things on both of our organizations plate, and we thought, well, doing a merger is a lot of work. And so maybe we don’t go that route, but like we we need to start kind of aligning some of our work working more collaboratively. You know, all of that, you know, which is what we did actually have a slide in our presentation that we share with our boards in October, from 2018, it was directly plucked from the PowerPoint we did in 2018. Was that said, like, you know, okay, we’re gonna, you know, we’re not going to formally merge, but we’re going to increase our partnership, we’re going to co locate, we’re going to share staff, we’re going to strengthen our partnership with our CVB in our downtown district, we’re gonna launch a vision plan for our community, we’re going to focus on this big vision and this slide I have up then it’s like, done done and done. Like, we’ve, we’ve done those things. And we did that organically by working, you know, two together. And so it’s, again, the question of So what now what, and I think what the past two years proved out, is that there’s just a lot of overlap, in, in what we do, you know, not in not just from the back office, but certainly the back office. And, you know, as we saw with our marketing communications, like, you know, this is Rob pushing out the same stuff, like let’s, you know, combine our team. So that was really the first proof point. But, you know, I think also in terms of the work we’re doing, to support, you know, businesses of color, you know, both of both AAS and ikat are engaged in that work. And so oftentimes, we’re saying us in the business partnership, or partnering to create this inclusive economic development plan, and, you know, in business partnership in the ikat are focused on Workforce Solutions. And so, you know, that was another area workforce that I had, you had led the charge, typically, you know, on that, but as we saw from the pandemic, the impact on small businesses, that was exactly the challenge there too. So So we needed to do more on workforce, and hence needing to align that with our peers. And so there’s just more and more overlap, not just in back office, but in the mission focus work. That just we thought, you know, there’s now’s time in now’s the time to to really just consolidate that so that we can have greater impact. And our teams like both of our organizations are in really even stronger places than we were in 2018. And have really great, really great set of team members that are working together. So it just, there’s also a little bit of a gut feel like, now’s the time to do it. Yeah. And it’s been talked about so many times before, it’s like, at some point, it’s never like always at that time, because it is going to be a lot of work. But you know, at some point, I think he had to pull the trigger on it. So it

Brandon Burton 19:32
made it sounds like you kind of had a four to five year kind of runway to kind of the ideas kind of out there. You’re working together in more formal settings, but not a formal restructure. And then you’re able to see where those resources align where the messaging aligns where the the synergy really lines up, to be able to say like you said with the slide done down into the you have these Yeah, missions that you set out to accomplish, and they’re done. And it’s like, okay, we can work well together in instead of having the redundancy of two separate organizations doing the same thing. Let’s make this a formal deal.

Kim Casko 20:13
Yeah. And we could certainly do that. Because we did get challenged on that, like, well, you guys are doing all this great work together as separate entities. So why not just continue that way? We’re like, yes, key stakeholder, but behind the scenes, you don’t see like, the mad scramble and the exhaustion, duplication, and, and all that stuff, like, we could work so much more, you know, if efficiently and effectively behind the scenes to be able to do more, you know, like, and I think just the, the combined entities, the larger entities that are able to consolidate some things and be able to afford, like, having someone who’s focused on data, or someone who’s focused on TDI, you know, versus having each entity have to, you know, hire that and try and afford that. So there’s just so many things, but behind the scenes that are that our stakeholders don’t see that, you know, free kind of rewire align, those those cables will just create, it’s about it’s just about creating capacity and about greater impact.

Brandon Burton 21:12
Right, so, so as you look back over the last five years or so, where do you see some of those initial discussions happening? Was it driven by the board? Was it something that, you know, ikat, or the chamber was like, hey, maybe we need to look at more of a formal partnership, or a merger, or, because it can always be a little bit awkward, you know, if, if you go to icad and say, Hey, we need to, we need to merge together a watch out, you know? You got to date for a while, you got to make sure everything’s just right. But hopefully the board ends up driving that conversation. But how did it develop on your end?

Kim Casko 21:57
Yeah, so that’s, it’s been really interesting. So we actually saw back in 2018, the way it evolved, actually was from a survey and did a member engagement survey. Because I was kind of new in my tenure wanted to find out more. And, you know, we asked our members what they would value most. And by and large, the, you know, the top three things they would value the most is just impact, you know, on community community development work, creating, you know, attracting more businesses to town. And like, a lot of those things were things that our peers at ICANN were leading. And so and I shared the results of the survey, actually, with a group of pastures that I still meet with, and they’re the ones who kind of brought it up saying, well, maybe we should really explore merging, so and then it was mainly staff driven from there. And then again, like we were the ones that made the decision, like, well, let’s kind of pause on this and, and not do it formally yet. So then we are the ones it was mainly staff driven, you know, coming out of that experience in 2020 2021. We’re the ones that put it back on the table with permission, you know, we checked in with our, you know, exec committees, like are you okay with us, you know, exploring this, and we set a deadline, like, Okay, we’re going to explore it and present something back this fall, you know, as a proposal, so we got the board’s blessing to go ahead and do that. But by and large, it was led, you know, by by staff, which is a little bit, you know, we’ve heard and talking with some other combined entities, they asked us that question like, and they were like, just make sure you get your board along, too, because oftentimes, it is, you know, board trivet driven. So now that and we’ve done, we’re doing kind of a two step process here in terms of, you know, we got a vote in November, and was essentially, our boards voted on a resolution of intent to merge. So basically, they’re now giving us the blessing to design the merged entity, and then we have to take it back for a vote, hopefully, May June timeframe for them to actually bless the merger. So we’re not merged yet. And now is the place where we’re, you know, we’re setting up a merger Advisory Council that’s made up of both of our board members to help drive this because I think it needs to be a balance of both. You need to have staff in there, but you need to have also our board members or key stakeholders groups, you know, helping to drive it and, you know, we also want to involve our members investors to, you know, via surveys, focus groups, you know, get their engagement and feedback that way. But you’re right, there is kind of that, that that balance,

Brandon Burton 24:31
right. So, you’ve mentioned a couple times that there’s a lot of work involved with making the merge happen. So I don’t want to scare away you know, people that feel like a merge needs to happen with their chamber and another organization but at the same like, you have to follow you know, what your mission is the chamber if it aligns if it works, so I don’t want to scare him away, but can you help paint a picture of what the work is? involved, you know, as far as what you’ve seen so far, and what you anticipate, you know, through this intent to emerge to fully execute it.

Kim Casko 25:09
Yeah, well, a couple of things there. Um, you know, I’ll share how we’re approaching it. I don’t know if there is one, right approach. And no, it’s, I think always going to be. But the way we are trying to approach that, because knowing, you know, we’re taking this on top of everything, like we want to maintain, if not continue to increase service levels. So we’re very much aware of that. And so, with that being the case, we’re like, okay, we’re stealing some things from kind of an entrepreneurial world, like, what’s the minimum viable product? Move forward? Like, we kind of want to do this by July one, which is an aggressive timeline, but our, but I had their fiscal year, their next fiscal year starts July one. So there’s a little bit of a sense of urgency, which I think is good. Yeah, um, but we’re trying to chunk off like, Okay, what absolutely do we have to have, you know, to get approved, knowing that this is going to evolve. And I think if you talk to any other entities that have gone through this, they say, just that, like, it may take three years for it to feel fully kind of like where you want it, but you start somewhere, and it evolves. And so, so let’s kind of make sure we understand like, well, you know, what is that, and that makes it a little bit more manageable. And the way we’re approaching is, is kind of like two streams. One is a very organic kind of ground upstream, in terms of like, let’s just get our teams together. I mean, we’re located in the same space, but we have an office space in the lower level, and our icad peers sit in the upper level. Some things we don’t see each other. So last week was merger kickoff week, and we threw everybody together, like, okay, let’s be both do Monday, stand ups, let’s do it together. Like from henceforth, we’re doing our Monday morning stand ups together, we had a merger working session where we just checked in on our team members to see how they’re doing, you know, what the change and talk about, you know, what this, what this means, and what this looks like, and what their concerns are, and all of that, and then start talking about, have everybody review their roles, like, understanding each other’s work at the individual role level, and where’s their low hanging fruit and opportunity, and let’s start kind of establishing work teams and, and so there’s that piece of it. But then there’s also the other parallel track that really comes from our boards and the merger Advisory Council in terms of what is this new entity, you know, going to look like your mission vision values, like the key functions, and we want our teams involved in designing that too, you know, and, and our key stakeholders as well. And so kind of figuring out that future state, and also the kind of the, which steals a little bit top down, and then the bottom up of like, the current state and just kind of moving along, okay, and taking the mindset of okay, what do we need to get done in the next 30 days in the next 90 days? And I think that getting in that framework in that rhythm makes it more manageable?

Brandon Burton 27:59
So in this question, it may be a little bit premature in your current situation, but as far as staff goes with the two organizations, do you just imagine or anticipate through maybe attrition or just, you know, seeing where different responsibilities and your things live with different different positions to take on different loads are kind of shifting, they’re already sharing some of those responsibilities, I guess, across the two organizations, but how do you maybe anticipate or see the staffing situation playing? Uh huh.

Kim Casko 28:37
Well, one, both of our teams are currently understaffed doing multiple jobs. So and are amazing, we’ve got really amazing team members right now. So we’ve kind of shared with them, like, we don’t want to, we don’t want to lose anyone. So there’s that. And they’re just a dream team to have right now in terms of, you know, they’ve got, they have what we need in terms of kind of shaping what this looks like, you know, and there are some areas where there is some, some duplication, like, you know, in marketing comms like an event plan, but again, like, so many people have so many, you know, you’re doing event planning, you’re managing the facility, you know, you’re doing three taps in one. And so like, can we start parsing that apart and figuring out like, some people may be tired of what they’re doing. So what do you want to do? So we asked our teams last week to share out, you know, just their current role, but like, what are your passion skills, you know, and to start kind of thinking of, okay, where are my people want to go and what might this look like? And so, you know, we feel really, really good about that. And when you look, it really seems like when you look at it, you know, the duplication like where there’s almost as you’ve got two presidents you know, so as kind of setting the example like my myself and my peers are just committed to like, we’re committed to like seeing this, this merger through and figuring out what that new And it looks like and what roles are needed and what that top CEO role is going to look like, we’ve got to design that. And then you know, we’ve recommended to our, to our boards there and it’d be ultimately up to them the merger Advisory Council, but to do a search for that role and figure out what is the right leader we need in that space. And so we’re kind of trying to design is agnostic of ourselves and our egos and personal intentions. And

Brandon Burton 30:24
I think it goes back to the our title for this episode emerging organizations for a stronger community, so not for your own ego or not for your own personal situation, but for the stronger community. It helps having a board behind that that helps them make some of those decisions as well. So but it came as we start to wrap things up here, I wanted to ask you for the chamber listening who would like to take their chamber up to the next level? Or maybe is considering Emerg? themselves? What tips or action items might you share with them to help them accomplish those those goals?

Kim Casko 31:06
Yeah, I think, you know, just leverage. This is my first experience, kind of in the chamber profession, and I’ve just been blown away by the amount of support, you know, in the profession, and, you know, between things like, you know, this great pop podcast that ACCE the association Chamber of Commerce, execs, and just lean on. I mean, for me, I got a lot of inspiration around, you know, mergers from hearing what other, you know, organizations have been doing, you know, greater Topeka partnership, the one Spartanburg in you know, just in hearing those interviews and leaning on those leaders, calling them up, like, how did you do this? What was your project plan? And like, that’s just been tremendous, you know, for us, and to be able to leverage that that also makes it when you go back to like, workload, makes it feel a little bit more manageable and doable.

Brandon Burton 32:04
Yeah, that’s perfect. And you mentioned like in Greater Topeka Partnership, I’ll link my my interview with Matt Pivarnik, as well. So it gives another perspective how they came about it. And for anybody who’s who’s serious about looking at a merger, there’s, there’s things to be learned for sure. Well, Kim, as we look to the future chambers of commerce, how do you see the future of chambers and their purpose going forward?

Kim Casko 32:36
Yeah, I think, you know, one of the things I remember learning about early on when I started in 2016. And I think it was at the ACC convention was just the study that the was the Western Association of Chamber of Commerce sects that did that study, and on branding and came out with, you know, a couple things, one that you everything you need to do needs to tie to the benefit for the overall community and not just the business community. And Sherry And Kelly and her team at ACC always speak to that to like, it’s about community impact. And I think that’s still very much in very much relevant. Because the, the, it’s all about tackling those community community problems and challenges and opportunities, and we’re the group to do it. And that goes back to the waist, and like the three C’s and our role as catalysts, you know, for business and community growth, the convener, you know, across sectors and being the champion, like, that’s how we do the work. Yeah. And like, I think that’s still like, very relevant, if not even more so today. And I think into the future, because the problems we’re trying to tackle are really hairy problems. And, and it takes like that cross sector, public private, nonprofit, collaboration, and like, we’re the only ones in the space doing it. So and I think that’s, you know, very, very much needed. And so I mean, it’s part of why we changed our name to partnership, you because it takes that work. It takes partnership, and it takes collaboration. And if you think of that word, you know, it’s got the word lab in it, just experiment experimental. It’s got the word labor, and it takes work. But that’s really, I think that’s a skill set of ours, and that’s going to be critical in the future.

Brandon Burton 34:20
Yeah, no, I, I liked the name change, too. I think we’ve talked about on past episodes, we have named changes from Chamber of Commerce to something like a business partnership. I think it just keeps the relevancy, you know, where the focus is. And I think, I don’t know, maybe 100 years ago, 150 years ago, Chamber of Commerce maybe had a different meaning a different maybe it was more in the vernacular of, you know, meaningful words. But now I think more of a business partnership makes a lot more sense for a lot of communities.

Kim Casko 34:56
It does I mean, it does, but I will tell you this Probably be a whole separate podcast. But like, I will tell you like it’s it. We’ve had a tough time getting it to stick. I mean, when we launched it when the pandemic hit, but too, it’s longer. It’s tougher to say. And so people really struggle. And so I we are quick to say, No, we’re still Chamber of Commerce, because I think there’s still a lot of value for the brand. That space, I want to make sure people know, like, No, we’re still we’re a chamber of commerce. And so I think that’s still important, but like, people have an easier time saying, so it’s

Brandon Burton 35:28
your chamber of commerce chambers.

Kim Casko 35:31
Yeah. Yeah, exactly. So people often ask us are like, what? It’s like almost the number one question we get, like, what’s the new name of the entity going to be? And one of our team members came up with this great acronym. They’re like the I was city area business and Development Association, which if you spell them look at the possible acronym, it spells out, I see a badass. Already curse on your podcast. But I think it’s brilliant. Working they were going with, they were like, you cannot have that as

Brandon Burton 36:10
I can see the logo right now.

Kim Casko 36:13
Perfect. So I’m really advocating for that.

Brandon Burton 36:21
But it came, I wanted to give you an opportunity to share any contact information for listeners who may be considering a merge or when I gain more the experience that you’ve gone through, what would be the best way for someone to reach out and connect with you?

Kim Casko 36:34
Yeah, happy to connect with anyone, you know, on this, either, whether you’re considering it or you have done you want to compare notes like, so you can? Yeah, all of it. Well, we need a support group. I’d love your support group that we went for all for that. So you can reach me at Kim@IowaCityArea.com. Or my cell phone, which is 773-633-7700. I know that sounds like a spam. It is easy to remember. And then the merger, I’m going to share my Berger website here that are currently being put together which has been really yeah, really helpful for folks. So that’s IowaCityArea.com/merger, which has FAQs out there a video and we’ll just kind of hoping to keep that site updated.

Brandon Burton 37:30
That’s perfect. And well, we’ll get all that in the show notes for this episode. So people can get on there and check out the merger page and see, you know, all the updates and everything you have going on there. But, Kim, I’m glad we’re able to have you come visit with us on Chamber Chat Podcast and share this experience and the development and how things are going down with this, this merger in your your chamber. And I think it takes a little bit of vulnerability to say, you know, here’s what we’re going through and where we came from. And so I appreciate you putting that out there for us.

Kim Casko 38:04
Yeah, yeah, it takes a lot of that, you know, across the board. We talked exactly about that with our team members last week about vulnerability, vulnerability and navigating that and navigating this transition. And so I’ll share with you some of the other resources were using to to help with that. But yeah, appreciate being able to talk about with you today.

Brandon Burton 38:24
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Culture with Miles Burdine

Miles Burdine Chamber Chat Podcast promo image.

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 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 the 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.

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 0:41
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.

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member recruiting issues faster and better than anyone else, and they want to put
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Our guest for this episode is Mile Burdine. Miles is a native of Kingsport, Tennessee, and he’s been with the Kingsport Tennessee Area Chamber since 1994 and was promoted to his present position of president and CEO in 1999 Miles other career was with the United States Marine Corps. After graduating from University of Tennessee with a degree in business administration, he served on active duty for seven years before resigning and his commission and joining the Marine Reserves after having served 30 years and now retired at the rank of colonel Miles has extensive training and experience in war fighting tactics, terrorism, security, civil affairs, and the challenges faced in the Middle East. Three of his deployments have been to combat environments in Beirut, Lebanon and 1883, Operation Desert Storm in Saudi Arabia and 91. And Operation Iraqi Freedom in Iraq in 2005. And 2006. Miles and his wife, Denise have three daughters and three granddaughters. Myles, thank you for your service, first of all, and welcome to Chamber Chat Podcast. We’re excited to have you with us today. And we’d love for you to say hello to all the Chamber Champions and share something interesting about yourself so you can get to know you a little better.

Miles Burdine 2:51
Well, I’m Brandon, thanks for the opportunity first and yes, good morning to all the chamber staffers out there and chamber world and has really don’t really have much interesting about me, except perhaps of all three of my daughters named Laura and I’ve got two tattoos and locations that only people I want to see them can see them.

That’s about the only interesting thing about me. I’m not sure that’s even interesting.

Brandon Burton 3:17
Yeah, that’s good. That’s good. Well, tell us a little bit about the Kingsport area Chamber just to give us some perspective, maybe the size of the chamber type of work, you’re involved with staff budget, that sort of thing. Just to give some perspective, before we get into our conference.

Miles Burdine 3:34
We’re we’re relatively small community, there’s only about 55,000 in our community, but you go outside the city limits, of course, it grows significantly, but our chamber represents probably around 900 Different businesses or organizations. We’ve got a staff of 30 budget of 4.7 million and but I’ll add to that there’s about 31 million that actually managed by our, our accounting department, when you had other programs and projects and things that were involved in it within the community. And our list of programs, projects, events, things going on this building is quite long. We’re involved in the typical things that you might expect to chamber be involved in membership, of course, workforce development, government relations, or visit Kingsport program, small business development, sustainability, a healthy Kingscourt program list goes on and on and on. Things that go on inside the walls of this, this building.

Brandon Burton 4:41
Yeah, you’ve got your work cut out for you, you and your staff.

Miles Burdine 4:46
Pretty much. But you know, I look forward to coming to work every day. 28 years, I still look forward to coming in every day. Good.

Brandon Burton 4:53
And I think a lot of that will have to do with our topic for discussion today around the culture that you guys have built They’re at the Kingsport area Chamber and we’ll we’ll dive into that discussion a little bit deeper since we get back from this quick break.

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So Miles we’re back. And as we get into our topic for discussion today, culture is it’s an important thing at any company and especially at a chamber where maybe we don’t always have the you know, all the resources to be you know, super competitive on pay or, you know, things like that. So getting a little bit creative with the with how the office works, how the culture, the teamwork, how that all fits in and being able to attract and keep the right talent in your organization. We’d love to learn more about what you guys are doing there in Kingsport to develop the culture at your chamber.

Miles Burdine 8:33
Well, very well said, Brandon, we’re very proud of the culture we’ve created here. No, it’s been said the culture culture, Trump’s strategy, but part of our strategy is our culture. And I went back and look to see how many employees we’ve had. We have our 30 employees. About a third of them have been here over 15 years. Wow. I’m very proud of that. Now, along with that, however, some of the younger ones that we hire, we know that in fact, this morning, I did an exit interview for 28 year old, it’s found a better opportunity where he can make a lot more money and he has met not that he need my blessing, but he has my blessing. So I’m excited for him. But you know that the younger ones we are unable to keep as long as we’d like. And that’s just simply because We can’t pay them as much as they can make out in the private sector. But they they always come to me Xander view and we talked about why they’re leaving. And they’re always very, very favorable comments about working here. And that goes back when when we get ready to hire someone. They’ve already already been through an interview process with whoever is going to be their supervisor, but by the time they get to me they’ve already learned the things I’m I’m gonna tell you right now and that is you get a free job interview every day and this is this business because you’re around volunteers that can possibly offer you a better option. Anybody and encourage them to seek those opportunities to. And if you decide to pursue them, I’ll help you find another job a better paying job. But our culture is one of when I’m when I meet with them, and they’ve already learned this, but I’m looking for someone who they are I know they already have the skills, but I’m looking for someone who has the attitude. As someone who doesn’t step over piece by piece of trash, they pick up the piece of trash, and they show up to meetings early. So they can help set up and then they leave the meeting later so they can help put the room back to where it was. I’m looking for positive attitudes, as my father used to say, I’m an optimist, because I choose to be. And I tell them, what’s your dash to make a difference? Have you ever read the book the dash? Yeah, so you know exactly what to study. Right. Exactly. Right. So

Brandon Burton 10:54
and they usually don’t know birth and death for those listening, right?

Miles Burdine 10:58
Yeah, that’s correct. That’s correct. Yeah. And so but the dash is what’s most important part of its of your tombstone, if you will. And I’ll always give them the military analogy is the Marine Corps approach was and approach still here is, I want you to take that hill. And we’ll give you all the weapons ammunition and Chow you need in order to do so to get halfway up and you run out of bullets, let me know I’ll bring them to you. But I’ll leave you alone when you get to the top of the hill, holler. And we’ll drink a bill beer and celebrate. So giving them what they need in order to be successful, but holding them accountable to being successful as well. Okay, thank you. And, you know, a couple of the things that I’m really proud of our titles here. We always believe that people don’t follow titles, they follow courage. In fact, that’s my, my challenge coin those very words. But we don’t use administrative assistants, we only have the word assistants and they have our titles we use ministry professionals, the lady at the front desk is not a receptionist, she’s director of first impressions. We’d like to say we work with we don’t work for we all work for each other. And we don’t care who gets the credit. We do expect supervisors to take the blame for things that go wrong. And our our motto here is never above you, never below you always beside you. And it’s worked well. For us. It’s worked well for us. We’ve also got some staff committees that are set up and they’re led, usually by a younger staff members give them opportunity to lead when called fluff and puff. And that’s all they do is put on parties, gatherings, showers and puff I like lots of puff, I don’t know who came up with that. It’s certainly not something I came up with. But, you know, things that we can do that to get the staff together to have fun fact our Christmas party was supposed to be today, we had to postpone it to next week, because we’ve got so many people out sick this week that we have professional development committee and various other internal committees that give opportunities for everybody to participate in leading this organization. We encourage everybody to volunteer, I mean, we expect our volunteers to be here to volunteer for us. So we expect our staff to volunteer as well. And they, they certainly enjoy it. We have a policy here called Bring Your Baby to Work. We actually had some research done on it. And obviously it was done by someone who was about to have a baby, right? And came back and said, Here’s how we can do this. So we allow new mothers to bring the baby into work. And we’ve even got a room set up where they can breastfeed it, the only problem we ever have is people arguing about who gets to hold the baby. Right?

Brandon Burton 13:59
They can become distractions at times but good team building too. So that’s good.

Miles Burdine 14:04
We’ve also got a policy here called leave loudly. My My office is actually in the back corner next to the employee interests. And so we encourage employees not to try to sneak off to go to a soccer match or go watch a Christmas show or whatever with the kids. So they’ll stand outside my door here holler. I’m leaving, because I’m gonna go watch my son, practice basketball. And we celebrate love it. I know they’ll get the job done and I don’t care when they get the job done. So, yeah.

Brandon Burton 14:40
So you’re hitting on a ton of great points here. And yeah, I think some of these are definitely worth circling back to so one of the the thoughts that came to me as you were talking about as you hire people, that, you know, how do you hire culture versus developing culture? Then any thoughts on that?

Miles Burdine 15:03
Hiring culture. You know, finding the right people is finding people with the skills is not difficult. But finding people who match your culture sometimes can do. But typically, we as a as an organization, and me individually, I keep a list of people I see out in our community, whether it’s a server, who’s done a great job has, in fact, we hired a server like that one time and one of our community, our staff parties, and I just liked the way that person handled themselves and how hard they worked and ended up eventually calling them in and gave him an interview and hired. Um, so I guess the moral to that is you just never know who’s watching. That’s right. And who, you know, one of the things we like to be proud of here, too, is like to tell her what to do you know what the custodians name is? And they wonder what I vote yes, that is the colder you are no unimportant people. No unimportant task. In fact, I give a leadership presentation. It’s called scrubbing toilets with enthusiasm. It’s, it’s about learning how to follow from people you’re supposed to be leading and speak about. Daughter, I’m supposed to be leading her. But she taught me some great lessons in life and Lance Corporal in the Marine Corps, third Lord, third, lowest rank in the Marine Corps, my dog, people you’re supposed to be leading, influencing and teaching and so they do the same to you. And often, I get asked, you know, what did you learn in the Marine Corps, and it’s helped you in your job, and it certainly wasn’t learning how to say an Arabic Stop, or I’ll shoot that hasn’t helped me at all. But you know, the Marine Corps taught me some very, very valuable lessons most one of which is learning how to follow before you learn how to lead that first one, and first one out. Last one to eat, you don’t get to eat if there’s not enough, and probably the most important that wasn’t absolutely successful. And this is bringing everyone home safe. But all of those things are important lessons to be learned that have helped me in my career as Kingsport chamber.

Brandon Burton 17:27
Now, those are, again, you’ve got, you’ve got a lot of these great one liners that you can really dive deep on and it really digest more meaning in that so you know, the idea of having no one important people, I’d love to learn to follow before leading and never above or below, but always beside you. So these are are things that are obviously are being taught there at your chamber. So through the onboarding, are you introducing some of this culture? Is it just being engrossed with the the nature there in the office? Or how are you helping to teach and develop the culture?

Miles Burdine 18:11
It’s a little bit of both, but typically, it’s someone who’s already aware of us. And they want to be a part of us. Not always, but often. And so they they know our culture, and they know what they’re getting into when they get here. And so they know what the expectations are. And, frankly, they want to be a part of it. So we don’t have to actually make them do it. I mean, it’s, it’s kind of, you know, just like in the Marine Corps here. If I tell someone to do it, they’re gonna do it. But I don’t want them to do it, because they want to do it. Because I told him to do it. And there’s a big difference.

Brandon Burton 18:49
So you know, the idea of like, the the titles and never having a job that’s above or below you, always beside it. Have you ever had as a staff member, that you had to have a conversation with a heart to heart, so to speak and say, Look, we’re all one team together, and we all have an important role to play, but you’re no important, no more important than anyone else. And

Miles Burdine 19:13
I need to step we know that yes. And actually did not follow my own advice, one particular occasion and that was when someone came to me and said, Why did not get why did I not get that promotion? And I said, I owe you an apology. And the reaction was, oh, yeah, you do owe me an apology. But I said, I’m not gonna apologize to you for not giving you the job, not apologize to you for not telling you what you need to do get to get the job. And it was one of those things I’d avoided and did not pull the person aside and tell them what they were doing wrong. Tell them to adjust their attitude. Tell them to quit being an eight to five or tell them to quit using all their sick days when I knew they weren’t sick. Tell them to help pick up trash. Tell them to show up from eight meetings early. I didn’t do any of that. And so therefore, all those things I just said they were doing. And so I apologize them for not leading them not teaching them what they needed to do is my fault. And I didn’t do it until they came to talk to me now to that person’s credit. They’re still in our community. And when I see them, they always come up and say, hey, yeah, I got to the meeting 10 minutes earlier today, or help pick up trash or I know the custodians name, whatever. So they learned, yeah, just unfortunately, that had not led them before.

Brandon Burton 20:37
So it’s never too late to learn those lessons, I guess. But I also I think the way that you went about owning that and saying I owe you the apology, and, and really reinforcing what that culture is, the things that you’re looking for, that are important to growing and developing, or developing a team that has that cohesiveness and ability to work well together. Thank you a great example. So I like to think of the the chambers out there who were, you know, wanting to take their chamber up to the next level, what maybe tips or action items might you have for them that are maybe looking to instill more culture or more of a defined culture into their organization?

Miles Burdine 21:27
I thought a lot about that when he asked me earlier, and really the only thing I could come up with is very simple. Put your employees first makes you looking at a book saying okay, this pile of books, some have read some, some I haven’t it’s the title is put your employees first, your employees or work harder for you. There’ll be more loyal. They’ll do things you want them to do if you put them first. And really rather simple. And the other thing I thought about sometimes we as chamber, employees, chamber execs, especially wonder whether or not we’re making a difference, whether or not we’re in the right industry, whether or not we’re improving our community, providing better live better lives for our citizens or developing our businesses. And, you know, I’ve had that feeling before too. And what I will usually do is go find someone who’s recently moved to our community, and asked him, Why did you move here. And boy, it just makes me feel so good. Because they tell you the things that we’ve all taken for granted. While this is a wonderful place to live, and it’s there in every community, so I feel better once I talk to them.

Brandon Burton 22:38
And that’s a yeah, you can feel better, especially if they mentioned things that you’ve been working on focusing on to further develop your community. But I think that also gives you some great material to go forward with whether, you know, I’ve heard that some of the best marketing material for a company or say, even for a chamber to help spread the message of what the work that you’re doing, is to use the language of the people that you’re trying to serve. So as you go to those new people and ask them what made you move to our community, and you can take that language, you know, what is it that that drove them to come to Kingsport and then to be able to repurpose that put that back out in the community. So you’re you’re speaking that same language to other people who may be looking for that fit to you know, in a future move or whatnot. So

Miles Burdine 23:30
well said we actually, you know, one of our networking breakfast called fourth Friday breakfast, which we copied off the Bristol chamber, which is the first Friday breakfast. Okay, we’re good at stealing from each other anyway. We started a part of the the event, it’s a networking event, but we also have a presentation that will have little segments and we have one on there called fresh set of eyes. And it’s a newcomer to the community who stands up and talks for three minutes why they chose to live in Kingsport, Tennessee. And you can see the people in the audience who’ve been here forever. Look it up going, Man, I forgot about that. I feel good about where I live.

Brandon Burton 24:12
That is awesome, fresh set of eyes. So it’s anyone listening doing your r&d right now? That’s a good one right there a fresh set of eyes, you know, it’s at a luncheon or whatever it may be set aside a few minutes and have a newcomer to the community share what they love about the community went through them there. That is a that is awesome. I love that one.

Miles Burdine 24:34
I guess Brandon, the only other thing I might suggest is, you know, no community is perfect. We certainly are not. But one of our attitudes here is we we seek the problems to help solve them. We may not be leading the solution, but we’ll always be at the table. You know that old saying around chamber world if you’re not at the table, you might be on the menu. There’s a lot of truth to that. We’d like to be at the table because we feel like that chamber, that chamber brand helps us to get people around the table who can solve community problems. And we want to be at the table, we may not be the only solution, but we can certainly help to solve community problems. So don’t run from them seek them out.

Brandon Burton 25:22
Absolutely. In the chamber world is one of the few examples I can think of seek out problems to solve. So that’s awesome. Well, Miles as we look to the future, how do you see the future of chambers of commerce and their purpose going forward?

Miles Burdine 25:42
I think it depends on the community, but our brand, that word Chamber of those words Chamber of Commerce, it carries a lot of weight, cares, a lot of Worcester, last is Arabic for influence. So it’s up to us to as chamber execs to just how much influence we can have. And that’s dependent depends on the individuals who are within the organization itself. You know, volunteers come and go. And we obviously we need to support them and promote them and give them all the credit. But the important work most important works done by the staff. And it’s up to us to, to keep carrying that water forward. I think our brand is one that that gives us the opportunity to help improve the lives of others and businesses and community in general.

Brandon Burton 26:43
I love that. And when you talk about influence, I thought of a Casey Steinbacher is ebook from relevant to essential and she talks all about the importance of chambers, understanding their role in their community to be influencers. Then she talks about the you know, the 16 year old with the cell phone in their bedroom that has a social media following of millions of people and making a very healthy income by being an influencer. And she really talks about that that’s, that’s what Chambers of Commerce needs to be as a force for influence within the community. Identifying those needs, solving those problems and, and being influential. And I thought I had an idea when you were talking about that, talking about fresh set of eyes, this would be a great idea for a chamber to do a podcast, where they focus and you can call it fresh set of eyes and bring on those those newcomers to the community and tell why they came in and can be a short three to five minutes segment. And boom, you’ve got a way to influence your community and share those stories

Miles Burdine 27:51
is a great idea. I’m gonna go talk to Vanessa Bennett. She runs our leadership programs. And she does a podcast every week. But it’s usually focused on just people in general, talking about the things that they’re working on. But I hadn’t thought about doing what you just described, is a great idea.

Brandon Burton 28:09
Yeah. When she puts it out there, I’ll help share. So. Yeah. So Miles, this has been a fantastic conversation. I think it’s so important for chambers to be mindful and be intentional about the culture that they’re creating in their organization to be able to attract the right people as they hire, but also to retain those people. You know, like, as he said, about a third of them, would you say a third of your staff had been there? 15 years? Is that right? Yes. Yeah, that is awesome. I mean, you just don’t see that in companies anymore, let alone in the chamber world. So

Miles Burdine 28:47
no one’s been here. 36 years. Another one just retired this past summer, after 34 years.

Brandon Burton 28:54
That’s awesome. Yeah. And of course, you know, there’s going to be those times that makes sense where a staff member finds it another opportunity that helps to develop their career and you celebrate those and you hate to see him leave, you know, for selfish reasons. But you are glad to see them move on and continue to develop especially as they are able to serve others in the community hopefully, so

Miles Burdine 29:16
Well, the way I look at it, too is they had a favorable experience here. They’re out in the out wherever they are, and they’re one of our advocates now. That’s right.

Brandon Burton 29:24
Yeah. And oftentimes they end up being members to whatever business they go to. So well, Miles. I’d like to give you an opportunity to share any contact information for listeners who might want to reach out and connect and learn more about how you’re establishing culture at the Kingsport area Chamber what would be the best way for someone to reach out and connect with you?

Miles Burdine 29:45
Yes, sir. My direct line at work is 423-392-8807. My cell phone is 423-956-1988 everybody in Kingsports got it so you’re welcome to it as well. My email address is mburdine@kingsportchamber.org.

Brandon Burton 30:12
Very good and I’ll get all that in our show notes for this episode so people can click on click through those and scroll to the bottom of the shownotes for Miles contact information to reach out and maybe learn more about what what they’re doing there in Kingsport to be intentional about building a good strong culture but Miles is you’ve delivered a lot of great value today. I know this is going to be very helpful for a lot of chambers out there listening. So thank you for that. Thank you for sharing some time with us today on Chamber Chat Podcast and wish you the best as you continue to develop your team and establish that culture there in Kingsport.

Miles Burdine 30:51
Thanks for the opportunity Brandon.

Brandon Burton 30:53
If you are a chamber professional, please subscribe to Chamber Chat Podcast in Apple podcast, Google podcasts or Spotify. When you subscribe to Chamber Chat Podcast new episodes will show up in your podcast app each week as they are released. If you’re finding value in this podcast, please leave us a rating and a review in iTunes. But most importantly, please share Chamber Chat Podcast with your colleagues that are in the industry.

Have you ever thought about creating a podcast for your chamber? We always hear about how chambers need to be storytellers. What better way is there to tell the stories of your members and the work of your chamber than through a podcast?

Your audience is waiting to hear from you as a convener of leaders and influencers champion for business and catalyst for change within your community.

I just launched a Chamber Podcast Course with the goal to get your very own podcast started within 30 days. Visit chamberchatpodcast.com/pivot. To learn more and to enroll in the chamber podcast course today.

If you are chamber professional, please subscribe to chamber chat podcast in Apple podcast, Google podcasts or Spotify. When you subscribe to chamber chat podcast new episodes will show up in your podcast app each week as they are released. If you’re finding value in this podcast, please leave us a rating and a review in iTunes. But most importantly, please share chamber chat Podcast with your colleagues that are in the industry.

Have you ever thought about creating a podcast for your chamber we always hear about how chambers need to be storytellers. What better way is there to tell the stories of your members and the work of your chamber than through a podcast? Your audience is waiting to hear from you as a convener of leaders and influencers champion for business and catalysts for change within your community. I just launched a chamber podcasts course with the goal to get your very own podcast started within 30 days. Visit chamberchatpodcast.com/pivot to learn more and to enroll in the chamber podcast course today.

Get started with your own Chamber Podcast and shortcut your learning curve with the Chamber Podcast Course offered by Chamber Chat Podcast.
Have you considered the many benefits of hosting a podcast for your Chamber? The options, leverage, and possibilities that a podcast offers are virtually endless. Download my FREE Chamber Podcasting Guide to learn how to start your own Chamber podcast!

5 Lessons Learned in 2022

This image has an empty alt attribute; its file name is IMG_0371.jpg

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 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 the 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.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Jason Mock, President and CEO of the San Marcos Area Chamber to learn how the Holman Brothers have provided value for his chamber.

Jason Mock 0:39
Two years ago, we brought in Holman Brothers to help our organization go to that next level. And in those two years, our team has transformed the way that we think about sponsorships and non dues revenue. And I would really encourage you if you’re looking to take your chamber to the next level to bring on the Holman Brothers.

Brandon Burton 0:56
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.

For this episode, I decided to do a top five lessons learned in 2022. Now as I record this, it is Christmas Eve 2022. And this episode we’ll be releasing on the Tuesday between Christmas and New Years. So purposely, I want to keep this episode a little shorter, just so you can still get some good value out of it and ideas. But I want you to be able to spend time with your family and get those things done around the house that you don’t normally have time to do because you’re your normal busy schedule. So before I get into those top five lessons learned now some of the lessons that I’ll share are ones that were directly related to podcast episodes that I’ve I’ve put out over this last year. And some are just lessons from observing the world and things going on in the environment. So keep that in mind as I go through the lessons. But before I get into those lessons, I wanted to share a personal lesson, I guess you can say that I’ve learned and that is that over, I guess almost four years now doing the podcast, I have reached a point where my time is being stretched very thin, a lot of responsibilities on my plate. And I’m at the point where I need to bring on some help somebody to help to edit and produce the podcast episodes, just to free up a little bit more of my time to where I can focus more intently on getting great guests on the podcast and other projects and special interests that I have to develop that are related to the show. So with that I’ve in you’re familiar as a chamber professional is you see a need for growth within your chamber. The next question is how do you go about providing the financial backing to justify it. And we just had a great episode last week, I believe it was last week where we had Susan Williams on. And she talked about staffing. So that episode came at a really good time for me, as I’m thinking about things that I need to do to staff up the podcast, and create a better experience for all of you as well. So continue to serve, you know, bigger and better going forward in the future. So as I was trying to figure out the best way of doing this, we do have some regular show sponsors. So I would love for you to support them and, you know, buy their product support their businesses, because that keeps their sponsorships coming to Chamber Chat Podcast. But I also, over the years have received messages and emails and ran into some of you at conferences, who have expressed the great value that that you find out of the podcast that lessons learned the way you’re able to stay and be able to stay engaged and continue to learn within the chamber space. So if you are one of those people, and you would like to find a way to support the podcast, a way to continue to see the growth of it. What I decided to do was I created a page on my website so chamberchatpodcast.com/support where you can become a sponsor yourself.

So when I created the podcast, the goal was to always have it be free. And that is still my goal to have this be a free resource, especially for those chambers that don’t have the resources to go to chamber conferences and be a part of their local or state association. I wanted to create a resource for them to be able to learn best practices and tips and strategies so they can better serve their business community. Ready. So this will always be free. What I posted on this page on my website, though the support page is different options if you would like to provide some financial support. So this suggestion, and these are just suggestions, so if you wanted to give a different amount, you can reach out and and contact me and we can set up a different structure. But just to make it easy. The suggested amounts, if you are a single listener, be $5 a month. And if you are comfortable doing that, I would appreciate that it would help to you know, if we, if we get several of you doing $5 A month that would definitely help to pay somebody to produce the podcasts for me. Hopefully, you are also sharing the podcast with your staff. So if you have different staff sizes, if you have a smaller staff, maybe two to five staff members, maybe you do $10 a month for your medium size in you know, five to 15 staff members, maybe $20 a month. And if you’re a larger staff more and there’s even a Superfan option. So if you want to check those out, see what makes the most sense for you. Maybe it comes out like as a single listener, maybe the $5 a month comes out of your personal credit card. If you’re doing it for your staff, maybe that becomes an office expense to help support and train sustain your your staff. So I’ll let you decide what what works best for you and your situation there. But with that aside, we’ll we’ll move on to the top five lessons that I’ve learned in 2022. And we’ll get into that as soon as I get back from this quick break.

Are you looking for a year round affordable and timely shop local campaign for your chamber or CVB Look no further build a custom each shop play mobile app with App My Community by visiting appmycommunity.com/chamberchat. App My Community mobile apps are not just simple membership directory listings. They provide many more capabilities to engage with your community. Provide your residents with a robust events calendar partner with a local fare festival or Farmers Market provide a schedule map and other resources to promote the event. Run a Small Business Saturday campaign any time of the year using built in scavenger hunts allow your membership to communicate directly to their customers via push notifications. Your app my community mobile app will be a unique member benefit allow you to generate non dues revenue with sponsorship opportunities and best of all provide a valuable resource to your community please visit appmycommunity.com/chamberchat now to receive 10% off your first year of an App My Community mobile app.

App My Community creates mobile apps that allow you to engage directly with your community. Enhance chamber membership by providing a unique advertising and communication channel to residents and visitors. Not just a member directory, App My Community has the tools to be useful to residents on a daily basis. Learn more at appmycommunity.com/chamberchat.

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All right, we are back. So the top five lessons that I have from 2022. Again, these are these are no particular order necessarily. They’re just what stood out to me as I look back on the year. So one, the first lesson that I’ll highlight is the importance for chambers to be advocates, while also remaining as a sane center in their community. So Though we had an episode 162, Marc Cohen from the Greater Rochester Chamber was on and he talked about the role of chambers and advocacy and policy. And it was a great episode, I would highly recommend people go back and listen to that one. But also Episode 175, we had Bill Connors, on from Boise talking about being the same center at your chamber. So not being too extreme one way or the other, but really listening to what those needs are of your members. And then creating programs around that supporting candidates and policies that would enable strong business in your community. So there’s a lot of good that in those two episodes right there.

The second lesson that I wanted to highlight was the great value that comes out of collaborating and creating partnerships with others. So these may be collaborations or partnerships with other chambers. They may be another organization in your region, maybe a Convention Visitors Bureau, maybe an economic development, maybe your city itself. But what really came to mind is like created the CIO, or came up with this lesson learned. It was from a reflection, as I look back on some of the chamber, the year finalist interviews that I did this year. And a couple of those chambers, partnered with local banks through the COVID pandemic to help get funding to their members. And as we know, funding was extremely important at that time. And that was a very good strategic partnership for those chambers that took advantage of that. So keep your eyes open, keep them peeled for opportunities to create collaborations or partnerships that make sense to benefit your members.

The third lesson from 2022 that I wanted to highlight was actually an episode all in itself. So it was episode 188, with Jordan Clemons from Greater Louisville Inc. And he talked all about LinkedIn, for growing your chamber membership. And he has a great strategy. If you haven’t heard that episode, I would encourage you to listen or at least have your your membership staff listen to it, as he has a whole strategy of how he uses LinkedIn specifically, to put posts out that really highlight your community and drives a lot of engagement. And then he’s able to see who engages with those posts, learn more about them through their LinkedIn profile, and then reach out to them and create a dialogue that’s already a warm conversation because they’ve already interacted with his post. And by utilizing the strategy, he’s exceeded his sales goals year after year, and really done a great job for GLI. So getting that was episode 188. If you’d like to go back and listen to that one again.

The fourth lesson that I wanted to highlight was the importance of leaning into digital to create relevant and personal communication channels, or strategies. And we had a great, great episode with Sara Ray, and Episode 166, where she talked about just this, about creating relevant personalized communications, specifically through email. So when you look at your email response rate, your email engagement, you’re probably not as satisfied as you’d like to be, if you’re like any other chamber, but by creating relevant content. So as you look at what, why did this member join your chamber? What are they expecting? What are their expectations? What are they looking for what needs do they have to support their business. And then if you can customize your communication to these members based on their needs and desires, that will put your engagement through the roof, both on the digital front with email engagements or social posts, but also for having people show up to events that are relevant to them. That way, they’re not just tone, you know, tuning out everything that comes from the chamber because so much of it’s not relevant to them. Now they’re only getting things that are relevant to them so they pay more attention and engage at a much higher level.

The fifth lesson fifth and final lesson that I will highlight from 2022 is really a personal observation as I look at business environments, economy trends, I see a future where chambers Of Commerce can really benefit by embracing cryptocurrency and NFTs. So for those of you who may not be familiar, NFT stands for non fungible token, meaning there can only be one of that token. So think of it as maybe a coin or an image or some kind of a digital asset that has kind of like a stamp on it that says this is a one of one one of a kind token. And with that NFT’s initially kind of rolled out as expensive JPEGs. So, people would put out these digital images of cats or, you know, different cartoon type characters, and they would sell them for ridiculous amounts of money. It made zero sense to me, I can’t understand why anybody got behind that. But as I learned more about it, and heard about people creating NFT projects, they really focused on the community building aspect of NFT projects. And then my ears perked up. And I had somewhat of an aha moment. Right that anytime I hear the word community, I think Chambers of Commerce need to be involved. So when you look at building an NFT project, creating a community around it, how can a chamber of commerce utilize this? So here’s an example. I recently came out with a chamber podcasting guide to teach chambers how to create a podcast. About the same time I was creating that, that course that chamber podcasting course, I was learning more about NFT’s. And I thought, I wish the technology was developed enough that I could release this course as an NFT. So in other words, if I had access, I launched this course and I have 10 tokens, let’s say that are NFT’s non fungible tokens to access this course, then I can sell them to chambers, as a chamber takes a course learns how to podcast, then they don’t need the course anymore, because they know the material that’s in there, they could then turn around and resell that NFT to another chamber, who can then learn to podcast and that first chamber can get, you know, some or all or more of their investment back of what they initially paid. And within that NFT there are smart contracts that are involved. So within the smart contract, I could write in there a commission. So every time that NFT is resold, or every time that course is resold, I could get a 10% commission, let’s say, based on whatever the sale price was. So think about how would that apply to your chamber? Do you have programs? Do you have courses? Do you have tutorials, do you have different resources, that could be packaged as an NFT, that would allow for your members to market your product and services that would allow them to regain maybe their initial investment in that in that token, and continue to promote that to other businesses in your community. So that is a thought that I had had. But as I continue to think of chambers of commerce utilizing NFT’s many of you already have a tiered dues membership platform. So maybe you look at offering membership as NFTs. So if you have a different NFT for each level of your membership, and you have a certain number of NFT’s for each level, as a chamber member maybe levels up to a higher level of membership, they can sell their initial membership to another member and become an advocate for bringing other businesses into the chamber.

If a chamber were to move out of the community, they don’t have to just lose their chamber benefits but they could resell their membership to another business, there could be a whole other resale market. And with that, you can have the smart contract involved where you’re making revenue off of that every time that membership is resold. But my thought with this is you end up having your members become advocates who are out there are ambassadors we can say that are out there really promoting the value they get from the chamber especially as they go to resell their NFTs and level up their membership. So I don’t know that the technology is ready For Chamber’s to jump right into the NFT space, but something to keep in mind is as we look to the future, look to the kids look to the youth who are playing video games. They’re playing games like Minecraft, and Roblox and fortnight, you know, games like that you and I may look at them as games. I don’t play them. I don’t know much about them. My kids play them. And what I do know is that lots of commerce is being done within these meta verses. So dropped a couple of words there. So commerce when I hear commerce, I think Chamber of Commerce, how should a chamber be involved? There’s commerce happening in these digital platforms. And it is these games are levels of Metaverse where they’re buying and selling digital goods, whether it’s a skin or clothes, or a gun, or some sort of a weapon or a horse or whatever these things are they’re buying and selling and trading. Commerce is happening in the digital landscape. How can your chamber be involved? So have that in your mind? Because we hear these promises of the metaverse coming, which would be kind of an all inclusive digital landscape. I I don’t know I have some reservations about a full full blown metaverse. But there are definitely Metaverse landscapes that are out there. So pay attention to those see if there’s any way that makes sense for your chamber to be involved, especially as these youth aged up into the working class, the the the people that are being employed in your communities, what can your chamber do to be involved in that space? So with that, it may come back to NFT’s as NFTs even in these games. There can be NFT’s that are bought and sold that are a hat or some kind of a article of clothing that is an NFT but it can be utilized within the metaverse. So there’s a ton of opportunity here. So I guess moral of the story with this lesson number five of the future of chambers, embracing crypto and NFTs is learn about it. Be ready as the shift comes to your chamber can stay relevant. That is the biggest advice that I can give you right there. But with that, that summarizes the top five lessons that I have to share with you from 2022.

And again, I’m going to plug it if you would like to take a look at being a supporter of Chamber Chat Podcast. That website is chamberchatpodcast.com/support to see the different sponsorship levels that we have available there. So if you could check it out, I’d really appreciate it. Otherwise, we will look forward to see you again next week, and I wish you all a happy and safe New Year.

If you are a chamber professional, please subscribe to Chamber Chat Podcast in Apple podcast, Google podcasts or Spotify. When you subscribe to Chamber Chat Podcast new episodes will show up in your podcast app each week as they are released. If you’re finding value in this podcast, please leave us a rating and a review in iTunes. But most importantly, please share Chamber Chat Podcast with your colleagues that are in the industry.

Have you ever thought about creating a podcast for your chamber? We always hear about how chambers need to be storytellers. What better way is there to tell the stories of your members and the work of your chamber than through a podcast?

Your audience is waiting to hear from you as a convener of leaders and influencers champion for business and catalyst for change within your community.

I just launched a Chamber Podcast Course with the goal to get your very own podcast started within 30 days. Visit chamberchatpodcast.com/pivot. To learn more and to enroll in the chamber podcast course today.

Get started with your own Chamber Podcast and shortcut your learning curve with the Chamber Podcast Course offered by Chamber Chat Podcast.
Have you considered the many benefits of hosting a podcast for your Chamber? The options, leverage, and possibilities that a podcast offers are virtually endless. Download my FREE Chamber Podcasting Guide to learn how to start your own Chamber podcast!

Staffing with Susan Williams

This image has an empty alt attribute; its file name is IMG_0371.jpg

Below is an auto-generated transcription of my conversation with Susan Williams. 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.

Hello, Chamber Champions. Welcome to the 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.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Diane Rogers, President and CEO of the Rancho Cordova Area Chamber to learn how the Holman Brothers have provided value for her.

Diann Rogers 0:39
As a medium sized chamber, we recognize that it’s absolutely critical to have a well qualified and well trained membership development person. Holman Brothers trained that person, recruited that person then they even trained me on how to manage that person. We’re grateful for the support we got.

Brandon Burton 0:54
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.

Our guest for this episode is Susan Williams, Susan has served as the president and CEO of the Venango Area Chamber of Commerce in Pennsylvania since 2007. Following 21 years in a banking support position. Her volunteer work led her to seek a job where she could impact the community through leadership, business and relationship building. She shares that her leadership journey continues, especially as she strives to engage others, in many of the programs that the Naga chamber has in recent years, much of that focus has been on education, young professional development and business advocacy. So it isn’t I’m excited to have you with us today on Chamber Chat Podcast, I’d love for you to take a moment to say hello to all the Chamber Champions listening and to share something interesting about yourself so you can get to know you a little better.

Susan Williams 1:50
Thank you. It’s such a pleasure to be here. And anyone that knows me knows that I love being with my chamber people, I have really relied on a strong network to get me to the position I’m in where I’m very happy in a growing chamber. And so it’s it’s really a pleasure to be here. So I think one of the interesting things about me is that I’ve been fortunate enough to have really wonderful, you know, areas to work in my 22 years in banking, were a pleasure. And I often was told you’ll you’ll never find a job that you’re as happy. And that affords you as much opportunity to do what you love. And I don’t know that I thought that but I definitely got there. I knew the moment I arrived in a seat at the chamber that that it was where I belonged. And that was 18 years ago. So and that experience with both the bank and the Chamber has led me to be able to do really fun things in the rest of my life. So

Brandon Burton 2:49
very good. Now, I’m glad you found the right fit, you found that chair that’s nice and comfortable in that position that fits your personality and your your character traits. Well, so Well tell us a little bit about the Venango chamber area Chamber just to give us an idea of you know, size scope of work staff, as we’ll be discussing today, budget, things like that, just to kind of give us a perspective. Well, like many

Susan Williams 3:16
small world chambers, we were a City Chamber, we were formed in 1912. So we’re well over 100 years old. But we went through a merger in 2008. To become a Regional Chamber, we had leadership that believed that as they looked across our membership, we served a greater area. So that gave us a really great opportunity to grow. And we have done that since 2002 1005 was when that merger was completed with a small business organization. So we are about 450 members, but we are growing and growing as much. And in attracting the right members as growing in numbers. Our budget is around $250,000 a year. And our staff size is at full tilt six. We in fact last summer we had seven but we take every opportunity we can to engage summer interns. So that often gives us a chance to add some capacity during some of our busier times.

Brandon Burton 4:18
Very good now that that helps for sure. And I’m excited to to get into our topic for today. As I mentioned before, we’ll be talking about staffing. And as we look across the chamber spectrum, you know, there’s chambers of all sizes, whether they’re a volunteer only organization, or maybe they have a part time leadership or maybe one staff or two or three versus you know, some that have, you know, 30 or 50 staff and some of these huge chambers. But I think having a focus discussion on staffing is helpful for any level chamber just to kind of get some of those ideas around. You know what to look for what develops a good team what develops a good I’ll say culture even amongst your your office and your staff. So we’ll dive into that discussion around staffing as soon as they get back from this quick break.

Are you looking for a year round affordable and timely shop local campaign for your chamber or CVB Look no further build a custom each shop play mobile app with App My Community by visiting appmycommunity.com/chamberchat. App My Community mobile apps are not just simple membership directory listings. They provide many more capabilities to engage with your community. Provide your residents with a robust events calendar partner with a local fare festival or Farmers Market provide a schedule map and other resources to promote the event. Run a Small Business Saturday campaign any time of the year using built in scavenger hunts allow your membership to communicate directly to their customers via push notifications. Your app my community mobile app will be a unique member benefit allow you to generate non dues revenue with sponsorship opportunities and best of all provide a valuable resource to your community please visit appmycommunity.com/chamberchat now to receive 10% off your first year of an App My Community mobile app.

App My Community creates mobile apps that allow you to engage directly with your community. Enhance chamber membership by providing a unique advertising and communication channel to residents and visitors. Not just a member directory, App My Community has the tools to be useful to residents on a daily basis. Learn more at appmycommunity.com/chamberchat.

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With Chamber Nation, not only will you have a membership management system but also a membership development system all in one terrific package. So, SAVE MONEY and be impressed by visiting www.RichardsCalendar.com to set up a demo with their CEO. Or learn more at  www.ChamberNation.com.

Visit ChamberNation.com to learn more.

All right, Susan, we’re back. As I mentioned before the break, we’re we’re talking about staffing today. So I’d love for you to maybe just tell a little bit about your story there at the Chamber start where you want to start as far as you know what, what stands out to you with, you know, those important things and you look at staff in your chamber, right what I

Susan Williams 7:37
think of my approach to staffing, it’s important to start at the beginning when I was hired by a gentleman who was a mentor. He was my eighth grade geography geometry teacher. And years later, we’ve gotten involved as community volunteers. So when I had a break in my employment from my banking career, and talked to him about where I might land, he suggested that the Chamber might be the place but there wasn’t an open position. Well, as luck would have it, about a year later, there was an opening at the chamber. And I approached him and said, Is this something that where I might be a fit for an administrative assistant, and a very quick conversation led us to believe that it might not be right at that time. But that evening, I got a call from his staff. These were young women who were part time employees. And they said, We saw you come in, we’d like to interview you for the position here at the chamber. And that was my first introduction to really involving the people right, right on the ground, the staff in that process of interviewing, of course, Ron had welcomed them and doing so. And while I said, Well, I’m not sure if you’ve, if I was a great fit, they said, we definitely want you to come in. And again, once I got in there, I knew I was at the right place. So the full time staff was just me and the executive director at the time. But I had the opportunity to work with these young women who I’ve watched him develop and take their best skills and use them to accomplish things in the community and for the chamber, and really show me in the next two years, how to do that. He had a heart for young people. So while a lot of times I see people in all industries, look for staff that can kind of prove what they can do. He taught me how to look for people’s strengths and build on those. So that that was my first step into really hiring myself and developing a staff that would serve our community in our chamber.

Brandon Burton 9:43
Yeah, I love I love that that origin story. I like hearing how people find their way into the chamber industry. And one of the things he said it’s kind of stood out to me is how he taught you how to look for those strengths, those things that you need at your organization and and hire for those strengths. I know a lot of times as you’re looking to fill a position at your organization, you, you probably get people applying that aren’t really sure what the chamber does. Yeah, it’s a lot.

Susan Williams 10:15
Yeah, well, and to be perfectly honest, I didn’t know what the chamber did. Yeah. In my, in a position I served briefly before coming to the chamber, I watched that organization join the chamber, went to a chamber mixer. So I got a little tiny taste of what that was like. But there’s so much to learn. And I think, as we’re hiring staff at the Chamber, we need to be ready to really, you know, take the opportunity to teach people even that have lived in the community for a long, long time about how to approach the community in a different way. We have an employee now that’s just been here over a month. And she’s she’s very well connected in the community. But she’s astonished at what she didn’t know, our favorite things to teach people is, is to introduce them to people they don’t know and teach them about things in the community that they might not be familiar with.

Brandon Burton 11:08
Yeah, I love that. So as you look to hire for strengths, those needs, I’ll say, your organization, how do you go go about the onboarding of helping maybe it’s in the interview process, maybe it’s once they’re hired, that you really give them a deep dive on, here’s the type of work that we’re involved with here at the chamber?

Susan Williams 11:28
Well, maybe starting with the fact that we really have taken a very different approach. Now, first of all, I really love the internship model. So we’ve been fortunate enough to be able to have at least one intern every summer since I’ve been here at the chamber. And several of those interns have gone on to come to work for us after graduation. None of them expected that to happen. When they enter on their first year, too. It was just a summer job. But in allowing them to grow and learn the community and really give them an opportunity to shine. Most of our interns are excited about an opportunity to come work here if if you know it, if it feels itself. Yes, yes. So that has been a strategy that we’ve really liked. But also, you know, I’ve had a couple times in my 18 years where a position opened up. And so we actually had to invite resumes and applications and had to go through the traditional process. But we learned as we watch the rest of the community, and got to meet people who are looking for changes, that a better strategy was to watch for the right people, and then see if you can create a position. And that’s where we’ve really had some success. And the first time I couldn’t imagine how that could happen. Because we all go right to our budgets, say well, if we could hire more people, we would we just don’t have the money. But I have found that when I find the right people, I can find the money. Finding the right people has given me the opportunity to go and talk to stakeholders, including my board of directors, and tell them what we could do if we had the right people. So in it, my first and most successful case of that we had an opportunity to to get some grant money to to get something to happen. It’s and I can give you a little bit more information for the listeners that want to dig in. It’s a program I’m really proud of called be here. venango.org. But when we saw that we had the right person, then we could go to the grantor and say, We know you have something you want done in the community. We didn’t know we could do it before now we can we have the right person, and we can make this happen will you give us a chance. And since then, we’ve gone on to do that with at least a couple of other areas that our chamber serves in.

Brandon Burton 14:01
I love that idea of looking for the right people and then creating the position. And I can’t tell you how many times I’ve heard somebody who’s the president CEO now at their chamber that when they came into the chamber work, that there wasn’t a position at the time that a position was created for them because the strengths and the skills are recognized and the love for the community or connections or whatever it may be. They were the right person so position was created and then you know a careers developed. I was going to ask you, when do you how do you judge when it’s time to bring on you know, a new staff member? What are those things you consider and you kind of answered it with that last question was looking for the right people in creating the position but I know sometimes that happens from the the other side as well. So

Susan Williams 14:52
there are any number of different things that can happen with the be here position. That program manager was hired around the opportunity for money. Now I do not normally let money drive my decisions. So it was it was something that I had known for a long time that a good partner and a community wanted to get done. It just happened to have money with it. So I don’t generally look for money first. But if I can know who’s out there in the community, then as those opportunities for programs we want to develop or openings come that that’s when we say, Oh, who do we have our eyes on. And that’s happened very successfully with our last two openings. So the last catalyst for growing our staff was the pandemic. So during the COVID pandemic, we had managed to stay afloat and actually thrive. So I did do a layoff of my full time employees, but only a small layoff. And during that time, we strategized very carefully and a few hours a week, how we could continue to serve our members that worked so well, that as we came back, we realized we couldn’t continue that pace full time without more help. And of course, we also had some changes in how people wanted to work, we still come to the office, but there’s more need for flexibility for we had growing families and things like that. So as we look to start to make sure that the employees we had had everything they needed, which is should be another part of our conversation, we also knew that we needed to add more staff. And my staff quickly told me who I needed to hire. And they knew who had stepped into our path who was showing up and everything we would do, who really understood our mission. And I said she’s not going to work for us. Great job. And they said, We think you should check. And so an afternoon walk within the next couple of days revealed that we had someone that wanted to come to work for us was a perfect fit. And then it was just a matter of, you know, working with my board and re examining my budget and, and seeing that we had room for for our, you know, our last person.

Brandon Burton 17:04
So that leads into the next question I was going to ask is, as you find the right person, typically the right person, because they have great skill set or connections or whatever it may be. But typically, that means that they already have a job. So how do you go about attracting them, convincing them that the chamber is really the place they need to be? And if you’re doing that, and taking them from a member business, how do you work that that exchange that transition, it’s really

Susan Williams 17:35
hard in a small community not to take someone from a member. But that is, that’s the advantage of the intern hiring, hiring your own employee. But you know, our, our best way to bring someone from somewhere else, when we are I think most of it admittedly not paying as well as we’d like to, is to make sure that you have a culture that’s attractive. So that’s always been our draw. I believe in lifelong learning for myself and for my staff. So it’s been really important for us to communicate to everyone in our membership, that we want an opportunity to grow our staff to grow them here, to help them take those strengths that they they want to do more of take the things they don’t like to do and do less of when possible. And all the while preparing them for the job they want to have at the chamber or somewhere else. So we have had a couple of move on from us over the years. But they’re often the ones crying as they tell me that they’re going to something that they know they need to do. And I’m smiling because I know that was the plan all along, that we want to develop good people to do what they what they want to do what they need to do what’s best for them. And when possible, we tell them, hey, we’ll bring you back. And if it doesn’t work out, you know, we will do everything we can to welcome anyone back.

Brandon Burton 18:58
Yeah, you’re leading this discussion, right where I want to go, that was my next thing. So we often will bring on staff, they get developed, they’re a great part of the team. And then usually it’s one of your Chamber members that see what a great asset this staff member is. And whether it’s a skill set and sales or community development, whatever it may be, but they they reach out and and track them and bring them on to their business. And and you’re right, you know, internally you’re excited for this for your staff member who’s going to move on develop new skill sets and continue on in their career. But I can I also see chambers where the turnover is it seems to be constant. You know, every year they’ve got new staff, a new team. So it’s constantly training and getting new people up to speed and I guess I’m not really sure what the question is here that I’m trying to add. I see

Susan Williams 19:52
that as well. So I think you have to examine why are you having that turnover? So if you’re having the turnover really frequently? Are you really developing people that well that they’re moving on to a better position? Or perhaps is there something you’re missing about what they’re looking for? Because I don’t think I’ve had anyone move on for the money. Right? You know, so people don’t tend to leave jobs to make more money. Occasionally they do. But But you, and I always invite them to have that conversation. So we can examine that. But it’s usually something that just has them not quite satisfied in the job. So we work very carefully to be having those conversations all the time to make sure that our culture is good to make sure that they have what they need. So most of our employees have stayed quite quite a while. So we don’t have much turnover. So I would really want to examine that if I’ve got people leaving frequently to make sure that there isn’t something that you need adjusted.

Brandon Burton 20:56
Yeah, that’s a that’s good to take that that check inside and just know, look at the culture, see, what are the real reasons versus the stated reasons why people are leaving, and see if you can do something to help keep them there a little longer? Or maybe you are just fantastic at building and developing the talents and they are able to move on and continue growing and and maybe they’ve outgrown their position at the chamber. So in and even at that, I would say there’s there may be opportunities. If somebody is developing those skills and outgrowing their current position, what can you do to keep them at your organization develop new responsibilities, or new positions or titles or whatever it may be to help them continue to progress within their career. Have you had any any experience with that with you know, as you see somebody developing to a certain point is being able to create those opportunities within your team

Susan Williams 21:57
that they might leave? Yeah. Well, when I think about it, but because most of ours have left, because there’s something quite different there, they’re going to do, they’re looking for a different experience. So it’s, it’s probably been more of that for us, our last employee that left we’re really excited about she had started her own business. So she had done that while at the Chamber, we were really excited to watch her grow there. And it became evident that that’s where her attention needed to be, she needed to be fully immersed in her own business. So she’s a chamber member. So that’s great, we zero all the time she’s close by. So I think if your turnover is a lot, you would want to be looking at making those changes. For us, we consider it we have an exit interview, we talked to our staff, about what what they liked, and what they didn’t like, what they’re excited about that they’re going to. But I think you have to get comfortable with the fact that that some of that change comes I mean, after 18 years, I’m starting to have the conversation in my community about what things look like, at some point when I go ahead and move on. And people get really anxious about that. But but the reality is part of that moving on allows room for someone else to to develop, there’s there will always be things, things to do, there’s room for all of us. But certain positions you do, you do need to make room for others to

Brandon Burton 23:21
run if you can have that discussion far enough ahead of time, and you can help develop the successor and be able to have a smooth transition, there’s so much value to that for the organization for the members, for you, you know at the exiting CEO to be able to have that peace of mind that you’re leaving it in good hands.

Susan Williams 23:39
And speaking of that, you know, there’s the idea of the successor within those positions being opened up. So we’re believers on great onboarding, too. So that’s a really important part of bringing people on. And getting them as part of your team and keeping them we’ve we have some members, even in manufacturing that are just doing phenomenal things on onboarding. And so we’ve taken some note from them, but we’ve developed some things for ourself over time. So we see that as a as a long process. So we we work together as a team, everybody takes pieces of it. And we onboard, you know, over a week over a month over a year. So that you know that we definitely have a cycle like most chambers, we have a cycle of activities that happen. So you live through your first festival, your first annual dinner, all of those things and then you have you know, you have the things that change one from year to year. Like like a pandemic. But I think the onboarding is really, really important and something that you should be thinking about if you’ve got employees that aren’t quite settled in or are are leaving you sooner than you thought you might not be bringing them on as strong as you could.

Brandon Burton 24:49
Right. So maybe let’s circle back for a minute on the your internship program. So are you working with the school district are you work how are you of attracting you’re the intern, typically one per year,

Susan Williams 25:05
typically, one we’ve had a few years where there was the some nice funding to help us weep, we have always in all of my 18 years here, we’ve been able to find a funding partner. So whether that’s our state program at a percentage or some of our career services, because they believe in that have most recently been almost fully funding, that a reimbursement of our intern, so we are always out there making sure that we have that. And some cases, again, we’ve been able to have more than one. For the summer term, we have always been able to identify a network from or we have always been able to identify an intern from our network. So because we have a long history of having interns, more often than not, they come to us and ask for an internship. And it’s often you know, the child of one of our members, or if we’ve, if we’ve needed to go looking, we go to our schools, we have a great relationship with our schools, we have some contacts, we trust a lot. And we always give them a little bit of an idea of the strengths we’re looking for. So we’re usually looking for someone that’s either in business, communications, hospitality, kind of things that align with with what we do, yeah. But we’re also looking for a great personality, that is a problem solver that’s not afraid to pick up the phone and asked for something. So having a really good vision of what the intern looks like, and what kind of experience they’ll have is a is a great start. And typically, our interns aren’t really, really concerned about what that we paid, we’ve been able to do, you know, a fair wage, you know, above minimum wage, but that’s usually not their question. They’re usually looking for an experience. We have not had interns that use their internship for their credits. So I know, in you know, some schools give them that opportunity, we always ask them if it’s something they need, if it’s something that we can help them with. But they’ve all come here for the just the experience of working in a community organization with a good reputation. And we tell them, you know, the benefit is they’ll leave with more context than they could imagine.

Brandon Burton 27:17
Right? So it sounds like you actively look for an intern like sometimes they they show up and the right person is there. But have you seen a change at all over the last 18 years? He talked about having somebody willing to pick up the phone and be social be personable? Has there been a change with these, you know, young people getting ready to enter the workforce? Has there been a shift? And how do you focus on training them? Are you just looking for the right person that already has that skill set?

Susan Williams 27:47
Yeah, well, there’s a change year to year, because just because of different personalities, we’ve had some very outgoing interns and some very quiet ones. In our case, they’ve all been young women, we would welcome a man in our office, they just haven’t come and ask for the opportunity. We have, of course, lots of volunteers. And we have a very, very active young, professional group. So a lot of young men that we interact with there. But the personalities of the young women are different, but our expectations are the same. So again, that kind of onboarding and orientation helps them understand what the expectations are. So even our more introverted interns, the ones that maybe find it a little more uncomfortable to pick up the phone or do some of those things. We prepare them we model the behavior. We help them with some tactics that make it more comfortable, you know, start with a when we know who they can call that will say yes and no, start there. Don’t throw them right into the, you know, into the lions pit and good luck. You know, we really try to set them up to be successful very quickly, like we do all employees so that they’re, you know, they’re they’re ready when the tough days come we can we can manage through those. Right there always are.

Brandon Burton 29:01
I like that I like setting them up with the wind helped build that confidence early on, because really, a summer goes by quickly. So you got to kind of front load those winds get get that confidence. And then But then no. Yeah.

Susan Williams 29:14
And we have had the good fortune many times to have interns that we’ve identified in advance enough that we can bring them into the office over the holiday season for even a week or two. And that gives us a chance to familiarize them with just our the layout of the office. Some of our systems are you know how to use the copier how to use the phones. So our summer intern is here now she just arrived in the last couple of days and she’ll work with us over the holidays to take us into the end of the year and and get us kicked off. You know we can is one of the things we’ll have her do early in the year is just update those kinds of documents that we use year to year and they just need new dates and things like that. But we try to give them things to do that are also really interesting and fun and challenging. Yeah, then invite them to give us input every day on what we’re doing.

Brandon Burton 30:03
I like that. And that’s a great tip to bring them in during, you know, that holiday, that winter break that they have from school and help get them familiar with the, with the office and some of the procedures and just kind of the layout. So When summer comes, you’re kind of speeding up that process.

Susan Williams 30:19
And the cost is nominal, you know, it’s, it’s really, you know, you can bring them in for a few hours a day or a few days a week. So it’s a really nice, nice time to bring them in. I shouldn’t say too, that one of the great advantages of our interns over the year is years is they have also been a really good connection to our young professionals. So we have a very active young professionals group, who also have been a feeder to some of our, our employees here. Some of them were active with their young professionals, some weren’t, but they knew of the active young professionals. So it gave them an opportunity to know and understand what the culture of the organization was like. But our interns are often that connection, because I was 18 years ago. But gradually I realized that Well, I love going into their things and grabbing their energy. It’s sometimes better to have one of our younger staff members actually doing the routine correspondence.

Brandon Burton 31:13
Yeah, no, that makes a lot of sense. So that’s a good point. As we start to wrap up, I wanted to ask you, if you might have any tip or action item for listeners who are looking to take their chamber up to the next level, what would you suggest for them?

Susan Williams 31:29
Well, if you’re looking particularly to grow your staff, or or maybe if not grow in numbers, strengthen your staff, I think it’s all about having good conversations and continuing to learn. The culture of work has certainly changed in the 40 years that I’ve been working. But people don’t change that much. We all want the same things. We all really value, being safe and having time with our families and feeling like we’re part of the community, just how those things change how how those things change is different over the years. So make time in every day to talk with the staff that you have to talk with your board and talk to your community about the kind of place you want to work and the kind of place you want others to work with you. And I think if you start there, you’re you’re bound to find people that have things in common with you. And you can set common goals and take your chamber wherever it’s meant to go. But you should do that as a team. So build your team with you know, starting with a really great conversation

Brandon Burton 32:34
like that. Thank you. So I like asking this question everyone that I have on the show, and you probably know it’s coming. But as we look to the future, how do you see the future of chambers and their purpose going forward?

Susan Williams 32:47
Well, I think the opportunities are great. There are there are so many different people doing so many different things in the community that we sometimes think we’re saturated, but I think as chambers, we know we’re not that the chambers play an important role in connecting all of those other things. So in your community, who can you connect with one another, that need is never going to go away? So make yourself valuable as the best connector there is in the community? And I don’t think there’s any chance that communities will think be a thing of the past, I think we can be really excited about the future of chambers.

Brandon Burton 33:27
Yeah, I like that. And I like to think of the constant, you know, evolution of what community means to so how are you making those connections and an ever changing definition of community?

Susan Williams 33:39
Oh, it does. You know, certainly, again, that having been a small city chamber and now Regional Chamber, we’ve seen that. But over the last couple of years, you know, I see myself in Zoom Zooms and calls with people from all over the world. And we have so much in common and we we care about the same thing. So I think your opportunity to grow your chamber in thought leadership is just, it’s limitless.

Brandon Burton 34:05
Absolutely. So, Susan, I’d like to give you an opportunity to share any contact information for listeners who might want to reach out and connect with you and learn more about how you work through interns or staffing in general, what would be the best way for for someone to reach out and connect with you?

Susan Williams 34:22
Well, anyone’s welcome to call me here at the office at 814-676-8521. to email me at s Williams at Venango chamber.org. I’m going to spell Vinay NGO, v n a n g o and we have a great website that complements our website that is be here for the ngo.org BE He REVN a ngo.org and I think everyone would enjoy taking a look With that, and seeing how we’re inviting people to really enjoy their experience here in our community,

Brandon Burton 35:05
I love that and and, you know, I’m tempted to go down the rabbit hole of tell us more about what be here if an NGO is that let’s just let people go check it out themselves and see, see what it’s all about

Susan Williams 35:17
might be a good reason for another episode someday.

Brandon Burton 35:20
That’s right. And well, we’ll have your your contact information in the show notes for this episode as well. So people can go on there and hit those links or shoot us an email and give me a call. But, Susan, I really appreciate you being with us today on Chamber Chat Podcast for sharing your experience and, and specifically around staffing. And I think you shared some some neat insights. And for some of those chambers that maybe you’re feeling a little bit alone, because they’re a staff of one or maybe staff of two, this might give them some encouragement to be able to reach out, explore some new opportunities and find the right person and then create the position. So I love that takeaway. So thank you for that.

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Grow & Protect with Frank Mulcahy & Ernesto Verdugo

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Below is an auto-generated transcription of my conversation with Frank and Ernesto. 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.

Voiceover Talent 0:14
Now your host hangs blankets in his studio to reduce the echo, he’s my dad, Brandon Burton.

Brandon Burton 0:23
Hello Chamber Champions. Welcome to the 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 title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Tony Felker, President and CEO of the Frisco Chamber to learn how the Holman Brothers have provided value for him.

Tony Felker 0:45
One of the key benefits that we’ve realized from Holman Brothers it’s actually happened many years after we started using them. We just completed our new strategic plan and understanding those subtle differences between transactional benefits and transformational benefits. The companies that knew what they expect has been a key part in our strategic plan. And we really want to thank Holman Brothers for that.

Brandon Burton 1:07
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.

For this episode, we have a two-for. We’ve got two great guests for the price of one. So we’ve got Frank Mulcahy and Ernesto Verdugo. Ernesto and Frank are both Change Catalyst through their thought leadership and effective public speaking that leads to results. Ernesto is the 240/7 most traveled person in the universe. They worked for Renaissance cruises and KLM Royal Dutch Airlines before becoming a full time speaker and trainer. He’s worked with people from over 120 nationalities and 57 countries. He’s a little league baseball coach, a private pilot, and a master juggler. He lives with his wife and two kids in The Woodlands Texas.

Frank has developed a series of workshops over the past 38 years exposing the devastating impact of data breaches and identity theft, Frank’s immersion and identity theft prevention and red flag training began in his mortgage banking career is has he’s honed his mastery in all facets of identity theft in the workplace and online, as he has spoken to and trained over 835,000 individuals from the stage webinars and in workplaces against the ongoing threats of identity theft and misusing social media. As I have them with us today, we’re going to be talking about a new app that they’ve come out with called grow and protect. But Frank and Ernesto, I’m excited to have you with me today here on chamber chat podcast and like to give you both an opportunity to say hello to all the chamber champions that are out there listening and share something interesting about yourself so we can get to know you a little bit better, Franklin, start with you. Very good.

Frank Mulcahy 3:03
Thank you, Brandon. It’s a pleasure to be here today. And most importantly, it’s a pleasure to continue serving Chambers of Commerce because I believe that as an entrepreneur over the last almost 48 years, the chambers have probably been most instrumental to my growth. And I followed them from very, very small chambers all the way up to chamber galas. And it was as a result of my just everything that chambers gave to me that when we decided would grow and protect, it was time to get back to the chambers. And that’s what we’re going to share with the folks today is that we’re all in this together as one big happy family. And we’re all here to serve the small to medium sized business entrepreneur, on how they can grow and how they can protect their businesses in these chaotic times.

Brandon Burton 3:54
Very good Ernesto.

Ernesto Verdugo 3:56
Yeah, well, thank you, Brandon, for having us here. Your your introduction was very nice, very kind, very accurate. And all the stuff that you were saying one of the things that was not mentioned is that I am also the Vice President of Marketing of the US Mexico Chamber of Commerce. And it’s a little bit different than the other chambers of commerce that are around which are a little bit more local. This one is a by national Chamber of Commerce. And of course, I am delighted to be with your audience because we have a ton of stuff that we can help them with. So we will start we will start with our with our story. Basically everything started with the thoughts of my 13 year old daughter that basically taught me how to become a YouTuber. And then afterwards we started using YouTube as a tool of growth and we will tell you a little bit more on that story, but it is I am there I am delighted to be here.

Brandon Burton 5:00
That’s great. We can learn a lot from our children, can’t we? And oh my goodness, either directly or just seeing trends that are coming and how they’re interacting with technology. So what

Frank Mulcahy 5:11
what we, what, what we call that Brandon is actually reverse mentoring. Yes, we mentor them, they mentor us, and then we all collaborate and go forward.

Brandon Burton 5:21
That’s right. I love that. So tell us just a little bit about what your company grow and protect the app. What, what is it? And how long have you guys been doing this. And we’ll we’ll get much deeper into it. But let’s just give it an overview, just to kind of give some perspective as to why we’re having you guys on the show today to talk about this.

Frank Mulcahy 5:44
So grow, Grow and Protect is a chamber of resource library, Brandon, that we felt was necessary with the chaotic times that we were going into, and we’re going to talk in a little bit about how we started it way back in February of 2020. Before the lockdown, we knew times were going to change, what we didn’t realize is how devastating times would change. And so, Ernesto and I, we pivoted very quickly, we didn’t miss a beat. But we noticed that everybody else was falling behind. So the grown protect is meant to be a chamber resource library to actually put commerce back in Chamber of Commerce, to actually help the small business entrepreneur, to expand their business outside their local town, city, state, county, or even country by using the technology that Ernesto and I have been very, very blessed to have harnessed. And it was time to put it together in one spot with one module where apps where they can have it with them 24 By seven on all the devices and all this stuff, and everybody could grow, even the people that have technically challenged. Brandon, that’s the great thing about what we put together, one

Ernesto Verdugo 7:03
of the things that we noticed was that most of the chambers of commerce, they were offering a location, but the location, you know, it was, it was not the location that we thought it was exactly what was needed at that at that specific moment. And once again, as we were mentioning, for example, how they can use you to how they can start using them so that they can attract more, more business, how they can figure it out how to create a customer journey. And this is exactly what we started putting together and we put it we put it in very small bite size videos and lesson plans, so that they will not be struggling with you know, this is a full two hour course or anything that’s actually very, very easy for them to digest this information. And yeah, I mean, the people that take it seriously and then they you know, it’s we always say once more or less than that they will help you tremendously, so that you can start knowing how to go into the 21st century in my eyes. And this is one of the things that I always mentioned in my eyes. Unfortunately, many of the people which are actually doing business through it through chambers of commerce, they are a little bit behind in time. And we said well you know if this is what we need to do, we have to push all of this so that we can actually take people to the 21st century.

Brandon Burton 8:25
I like it so I’m excited to dive into deeper discussion about growing protect because I see great value in having a video resource library for chambers to point their members to to help them grow and protect their business and and get out of just the brick and mortar you know who’s in your local community. But let’s let’s broaden what that economy looks like. And I love how this is no cost to chambers so we’ll dive into that in much more depth as soon as they get back from this quick break.

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All right, Frank and Ernesto we’re back. As I mentioned before the break, I wanted to dive in deeper about grown protect. Frank, you alluded to kind of the beginnings of grown protect in February of 2020. Why don’t you tell us a story of how grown protect came to be and how the vision came and and how you guys enrolled this? Yeah, I’m

Frank Mulcahy 12:04
happy to do that. And we’re gonna go back to February of 2020, which was actually about three weeks before the great lockdown. And as international speakers, we were booked in Mumbai, India, at the world, HR 2020. Congress. And I remember that Ernesto myself, Dave crane, several of us that traveled together around the world. We were at the Taj Hotel, and we were talking about Wuhan, China like everybody else. The difference was because we’re only 1000 miles away, we started to realize that, yeah, they’re shutting down flights from China to the US. But what people didn’t realize is they were flying from China into India, India, into Europe, and then on to the states. And so we sat at the Taj Hotel, that second week in February, and we said, our whole world’s going to change, but we had no idea it would be two years plus, that businesses would still be suffering. And so we will wonder what we’re going to do. And Ernesto and he can tell you about it in a second. But he immediately once we got back to the states on March the 12th, when we had the great shutdown, he launched a web TV show, and never missed a beat had over 100 broadcasts had 1000s of people listening to it daily. And then I said, well, I need to, I need to become a YouTube influencer. And I need to take all my speaking virtual rather than public during the Great lockdown. And while my customers are not my customers, but while my competition, Brandon was wondering, What am I going to do now? There’s no public speaking, no access to people. I never missed a beat. And people were fascinated that at 69 years old, I became a YouTube influencer. But I took advantage of it because it’s relatively simple. And that’s how we started and we said, we have the skills. We did a survey, I met with Aaron Cox, who was the president of the Texas Chamber of Commerce executives. I went up to Austin had lunch with him. I said, I said, Aaron, this is what I’m looking to put together a library of two 300 videos of how people can actually protect their business grow their business, and they can do it even technically challenged. What do you think he said, we talked about this for five years at the Greater Texas Chamber of Commerce executives, but nobody knew where to start. I said, Well, my partner and I got it pretty much 50% bill. And we put together Boyd Brandon, with chamber executives that I’ve known over the last 40 plus years and asked for the curriculum, what would they think their businesses needed? And as a result, we have the growing protect dot app, which is as as you said, it’s free to chain Because of commerce to give back to the membership, so that they can grow their business. And the only cost is $1 to activate the mobile app.

Brandon Burton 15:11
So Ernesto, I think your daughter had a great spark of, I don’t know, Prophesy ingenuity, I don’t know what you want to call it. But she had some unique foresight to say you need to be a YouTuber, and make that shift. And I see how that’s paid off for you. And for Frank, and for the influence that you’ve had. How did you go from, I guess, taking the videos as a YouTuber, to organizing it into an app that has a training resource library, and specifically for Chamber members?

Ernesto Verdugo 15:46
Well, as Frank was mentioning, when we jumped into the web TV show, we knew that we had to go digital. So every I mean, in those days, some was not what it what it is right now. I mean, it suddenly started becoming a very important tool, we were actually not transmitting through through zoom, we were using other other software. And we were doing it through Facebook. And it was very interesting. That was the beginning of the lockdown. We went from having nobody watching the TV show to having for about 100 days in a row. We were having about 1000 1500 people watching the show every single day. And then we said, well, you know, this is it. This is the way to communicate in this time. And it was great. But then what happened was that after the after the lockdown, the initial lockdown started easing off, we started losing the audience. I mean, we suddenly were, you know, we were novelty during the time of the, of the lockdown, but then suddenly, I mean, we started losing the audience. And then that’s when my daughter told me Well, you know, the problem is, you have to go into YouTube, because YouTube is going to be the one of the platform, which is going to give you the most exposure. Now, the problem with YouTube is, it is the most effective tool, but it’s the most difficult to understand because you don’t have to think as a marketer, you don’t have to think as an influencer, you don’t have to think as somebody that wants to run social media or anything like that, you have to think like a real TV model. And then we started realizing, well, you know, this is basically if you have a channel, as they call it, you have to have some kind of programming. And this programming needs to be interesting. And you have to make sure that you have the enough retention for people to watch the content that you’re creating. And then we started experimenting. I mean, we started doing several shows Frank and I, some of the videos that we created were crap. I mean, we have to absolutely accept it. But then we started figuring out well, you know what, this is what works if we know exactly what kind of content and we make it fun, and we make it entertaining, and we make it you know, a way that people will be able to consume it, these little, these little 10 minute 15 minute videos are going to become very effective. And exactly what happened. I mean, we started having a lot of traction on those videos on YouTube. And then that’s when we said, Well, I think you know what, let’s also capitalize from all of this, and start putting it into a platform so that all the people in the chambers of commerce will be able to benefit from it. I love

Brandon Burton 18:29
that. And I like to you can own and admit that some of the videos are just crap. The best way to get better is just put in the reps, keep doing it. And the more practice you get at it, the better you get, and the more refined your process.

Frank Mulcahy 18:45
Aaron, let me add to that, Brandon, if I might. One of the ways that we’re able to get the quality of the videos increased, what we put, we actually put together an advisory board of chamber executives, people that had a minimum of 20 years as the leaders of chambers. And we asked them about the curriculum, we asked them about the lesson plans. And so although Ernesto, and I like to think that were the founders, there were a tremendous amount of chamber professionals that advised us to what they needed and what they wanted.

Brandon Burton 19:24
Awesome. So let’s dive into the content of it as the trainings what, as a chamber explores this is they look at an opportunity to be able to share this video resource library with their members. What kind of trainings would they expect to find in there that they could share with their members? Well,

Frank Mulcahy 19:43
we will go back and forth will each add on to this but I think I think the most important thing in the first lesson we start with is about mindset, the shift in the mindset as to how business and commerce is now conducted worldwide because most people Well, they’re still stuck at the best skills and attributes of five years ago, which are probably the excess baggage today. And so we have to make this fundamental shift that as time progresses, the way that we develop things, the way that we serve customers, the way we go to the marketplace, is constantly changing and evolving. And that’s where we work, first of all on the mindset, and the aspect that they can look for the future trends. And then from there, let’s do you want to give them a couple of the lesson plans that we did, and so from YouTube?

Ernesto Verdugo 20:36
Yeah, absolutely. Well, I mean, for example, one of the one of the ones that I think it’s very powerful is the digital stagecraft. There’s a whole lesson on how to communicate, as we are doing it right now in zoom. Still, you see people after two years that they still do not really know how to use some properly, they look incredibly unprofessional. And right now we can show in absolutely everywhere in the world, and you have to look your best. So that is one of them. I mean, the other one would be on the customer journey, as we were mentioning, and it was very, it was very funny, because we actually went to IKEA in in Houston to record these so that people will understand that right now is not that you’re selling a product, you’re selling a whole whole journey of what your products are, and how you can actually make the most out of every customer that goes into your into your business, customer acquisition. Lead Generation, we’re having LinkedIn training we’re having how to how to get your brand, across all over the place how to become Omni omnipresent, which right now it’s the most important thing in the in the world, because what happens now is that, for example, doesn’t matter what it is, if you’re going to go on a date, or if you are going to ask for a job, or whatever it is, the first thing that people will do is they will Google you. And you are not who you say you are, you’re a Google who actually Google says who you are. And that is one of those things that most businesses do not really take seriously. So if you go and search and pictures there, people are not going to take your series, but the moment that they see that you’re absolutely everywhere and omnipresent, what’s going to happen is that they’re going to have instant respect. And one of the things that Frank and I really found was that when you when people can see your accomplishments without you having to talk about them, what’s going to happen is, you know, the the Speed of Trust is going to is going to be there they’re going to be people are going to trust you right away. I mean, and this is exactly what happens when people hear my name. They go and google me, and they see that I am absolutely everywhere. And there’s over a million results about me in Google. People don’t question me, if I go to speak, and I say well, my fees $10,000. I can justify it because of course, I’m pretty well known. So that’s the important thing. And most people are still on found double with with Google. And that’s another of the lessons that we’re talking about just just to name a few.

Brandon Burton 23:22
Even just when I started chamber chat podcast, as I initially was reaching out to people to be guests on the podcast. Initially, it was hard, because people didn’t know who I was, if they went to Google and search me or the podcast, there wasn’t a whole lot out there. So they were really trying to do the research. And, and now if somebody searches, you know, chamber chat, podcast or my name, it’s going to be all over the place. But it I see that being that having that influence that Omni presence everywhere really is valuable in creating that that digital footprint, but it translates from what you’re doing in your brick and mortar building, to the web.

Frank Mulcahy 24:04
So absolutely. And you know, there was a study that I saw in Forbes magazine, Brandon, and it said, 65% of millennials and this is just six months ago, 65% of millennials prefer not to talk to somebody in the transactional process of making a decision. They want to go online, they want to see video validation, they want to see your brand as a company. Who are you Where have you been? What have you accomplished? I mean, if we stop and think about it random, people go to Yelp to decide whether they’re going to go to a new hamburger or pizza or Chinese restaurant based on the reviews of others. So we certainly have to we have to accept the fact that they’re going to be looking at us IP were a survey company a real estate a construction roofing, contracting, educate It doesn’t matter what we are as Chamber members, people are going to research you. And based on what they find, they’re either going to keep delaying the process to business with you, or they’re going to accelerate it because as Ernesto said, they have the trust. And that’s probably one of the key things. As we as we do the grown protect, we also do monthly live collaboration calls for the for the users. And we’re able to go to these lesson plans. And when they understand that tremendous growth happens in their business, Brandon tremendous,

Brandon Burton 25:34
right? So it’s interesting how these things come together. You know, Frankie had mentioned 65% of Millennials don’t want to interact with the individual with another in person, you know, transaction. And we’re nesto talked about the customer journey experience filming an Ikea my customer journey at IKEA is very different. Yeah, I’ll go there, knowing what I want. And I’ll go right to the warehouse, get the boxes I want and check out I refuse to walk through the maze of the customer journey at IKEA. So you know, everybody has these different different ways to interact. But being able to, to know your customer being able to be omni present, have those reviews out there be able to get that good feedback. And it sounds like all these trainings, you have address these various different topics and, and really kind of stack on top of each other to build a strong business to grow and protect, right. So tell us how does grow and protect work for a chamber? If a chamber wanted to adopt grown protect for their organization for their members? What does that look like? for

Frank Mulcahy 26:43
that? Yeah, the first thing I urged them to do is to give me a call, let’s set up a 1015 minute discovery call. And they can go to speak to frank.com, speak to frank.com. And they can book on my calendar. But what I’m going to explain to them, Brandon is that there is no cost to the chamber at all. Everything we’re doing is going to be in the realm. If they look at our video grow and protect that app, they’ll see that the message to the Chamber members is that the chamber is bringing these resources to their members. And it’s so refreshing because now rather than the chambers asking him for another sponsorship or another donation more time, they’re actually giving something back to the Chamber members, which is a $297 value. But the chamber member gets it for $1 for $1 lifetime access to all of the lesson plans, plus the monthly collaboration calls that are nesto. And I do what we’re doing live trainings with guest sponsors. And we’re bringing in, we’re bringing in all of the lesson plans, as Ernesto said, digestible chunks, three minutes, five minutes, six minutes, and the but they can walk through it at their pace. And they can choose somebody might say, I want to do the LinkedIn, because I really want to learn how to get a refined marketing statement, one that causes people to raise their hand and say, Brandon, please tell me more about chamber chat, or the contract. Tell me more. That’s what we’re doing is we’re walking them through this. So for the chambers, you’re going to increase your membership, you’re going to increase your membership fees, you’re going to increase your sponsorships and you’re doing it at no capital expense. So the first thing they did book that 10 minute discovery call and let’s see whether or not this is good for your chamber and we’ll set them up at no charge.

Brandon Burton 28:44
So as we start wrapping up here, I wanted to ask what would be one maybe tip or action item for chamber champions listening who want to take their chamber up to the next level? I’m sure you both have a tip but maybe Ernesto we can start with you on that response.

Ernesto Verdugo 29:01
Well, obviously I will definitely recommend that you take us on this on a call. You know we are we we have done is we have taken the way that chambers have done business forever but now we have taken it into the digital world. I mean everybody asks, well, how’s it possible we spend a huge amount of time and money developing this, this problem and then everybody says well how could you give it away for free and this is what I think it’s very, very interesting and then I’ll tie it to a very good tip. Normally for example, if chambers are having events, they bring out speakers and they the speakers also benefit because of of the exposure that they get. Well this is exactly the same thing but digital. So if it is if it is free, if it is at no cost and it is absolutely for education so that you can you increase increase the value that you provide to your chamber. This is an absolute must for for every chamber to, to be using it because it’s going to make a big difference. What with the results that you’re that your Chamber members second we’ll be having?

Brandon Burton 30:20
Very good. Frank, do you have anything you’d like to add as far as a tip or action item for listeners? Yeah,

Frank Mulcahy 30:26
yeah, I want to continue on that same thought that Ernesto just had there. As he said, chambers. And I said it earlier that I grew my entire business, Brandon, from Chambers of Commerce. I started with rotaries, Lyons, Kiwanis, but I very quickly realized the business community is at the chamber. And so you know, most chambers, they bring in a speaker, but it’s complimentary. We really don’t get paid like we do when we get on the big stage. And so I realized that if I could, if I could put together virtually a library, which I think today and so we’ve got over 270 lesson plans within the growing protect app with about 50 more planned over the next quarter. Then what’s gonna happen, Brandon, is that the CEOs, the executives, the association’s, they’re going to, they’re going to stop and say, you know, this is great stuff, whether it’s pocket filmmaking, client acquisition, customer traction, digital optics, refined marketing statements, whatever it is, and they’re gonna ask us, can you come in, for instance, you introduce me in the bio, that I’m very, very big in the cyber awareness arena. But I’m also known worldwide for disruptive, abusive behavior in the workplace, which is devastating to the workplace. And it’s amazing how the chambers have grown my, my training companies, where I come in and solve workplace bullying situations for clients, like the city of Houston, the state of Texas, the National Nuclear Security Administration, I never would have had those contracts. Brandon, unless I had spoken at that chamber. At some point in time, we don’t know when we just know that the more we serve, the more we profit, the chain, a complimentary.

Brandon Burton 32:17
Very good, I liked those responses. So I’d like asking everyone I have on the show, as we look to the future of chambers of commerce, how do you see the future of chambers and their purpose going forward? And we’ll give you both a shot at this as well. So Ernesto, if you want to take first stab at that, yeah,

Ernesto Verdugo 32:35
I think the the, you know, right now we have seen it. I mean, in my eyes, a lot of the chambers are little pockets, which are, you know, in everywhere, and right now, because we are going in a global way of thinking, I think, I think the future of the Chamber of Commerce, business is to be able to provide opportunities locally, but also globally. And, you know, it’s it’s one of those things that it’s inevitable. So I think that’s where I see the that’s, that’s why I’m very excited about, you know, working with with several chambers, because every time that we talk to them, and we tell them our vision of how things are going to be working. And they always say, Yeah, I definitely think that that’s the way to do it to actually grow locally, but also have a element of globalization to for our members.

Brandon Burton 33:32
Love that. Frank, what is your future, the Chamber vision look like?

Frank Mulcahy 33:37
It as I talk more and more with our advisory board every month, it’s about developing more avenues for commerce, Chamber members want to know, what are they getting for the return on investment? And what you know, how are you helping me to grow my business. And unfortunately, with these online courses, that that Constant Contact, that’s not cutting it, with Chamber members, from as far away as Sri Lanka, and Malta and London, and all across the United States, because in the last year, we’ve actually grown to almost 300 chambers that are now offering a growing protect app. And as more and more of the people are on the collaboration calls, Brandon, that creating that, that that connection that Ernesto just talked about, outside of Houston, or outside of Texas, or outside the southwest, but they actually can pick up additional clients and prospects all across North America and the world. And in the digital economy. We all have to we all have to accept this. That somewhere right now. There’s an 11 or 12 year old sitting in the bedroom with a cell phone and an Internet connectivity that is becoming our next competition. because they don’t need the back office, they don’t need the business plan, they don’t need the funding, all they need is a little bit of grasp of where the technology is going, and how they can use all these channels we talked about and grow and protect, we walk you through every single one of them, and then start to implement them a little bit here, a little bit there. And the next thing you know, your members are now picking up new product lines, new customers around the world, additional avenues of income, and they’re going to use the internet, rather than being used by the internet. And that’s the greatest value that we provide.

Brandon Burton 35:41
That’s great. Yeah, be it be a creator of content instead of a consumer only of content. So well, I want to give you both an opportunity to share any contact information for anyone listening who’d like to reach out and connect and, and learn how to work with growing protect, what would be the best way Frankie had mentioned, speak to frank.com? Are there other ways that you’d like people to reach out and connect?

Frank Mulcahy 36:08
Yeah, and you know, again, they can reach out just go to Google put in Frank Mulcahy. groan, protect, you know, but speak to frank.com is the best one, Brandon because they can actually go into my calendar, and book a collaboration call. It’s free. We’ll have an online cup of coffee and show you what we can do for your chamber, and make you part of the ground protect family where you actually can now serve your chambers. And a lot of the chambers, Brandon will actually come and do live presentations for them, depending on where they are geographically and where we are. But we can we can tailor any program for any chamber. Because we have Chambers from all around the world now and every nationality. And there’s never any selling. It’s all about serving and delivering value, no selling. And if people raise their hand and say Ernesto, Frank, Brandon, please tell me more. That’s what we’re looking for us that relations.

Brandon Burton 37:14
Right. That’s beautiful. Well, thank you both for joining me today on chamber chat podcasts and joining all the chamber champions listening, what you guys are doing is definitely creating a lot of value. It’s creating a opportunity for Chamber members for these local businesses to further develop their business and to become stronger to become more resilient going forward into the future. So appreciate the work you guys are doing, and especially focusing on on Chambers of Commerce. That definitely is our niche. So thank you for that. And thank you for joining us today.

Frank Mulcahy 37:55
It’s my pleasure. Thank you, Brandon.

Ernesto Verdugo 37:57
Thank you, Brandon.

If you are a chamber professional, please subscribe to Chamber Chat Podcast in Apple podcast, Google podcasts or Spotify. When you subscribe to Chamber Chat Podcast new episodes will show up in your podcast app each week as they are released. If you’re finding value in this podcast, please leave us a rating and a review in iTunes. But most importantly, please share Chamber Chat Podcast with your colleagues that are in the industry.

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Endorsing Political Candidates with Scott Ashton

Scott Ashton on Chamber Chat Podcast
This image has an empty alt attribute; its file name is IMG_0371.jpg

Below is an auto-generated transcription of my conversation with Scott Ashton. 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.

Voiceover Talent 0:14
Now, your host he traveled to Colorado on a mission to find his favorite ice cream. Here’s my dad Brandon Burton.

Brandon Burton 0:21
Hello, Chamber Champions. Welcome to the 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 title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Matt Morrow President and CEO of the Springfield Area Chamber in Missouri to learn how the Holman Brothers provided value to his chamber.

Matt Morrow 0:45
Holman Brothers provide a great training for our sales team in terms of just outstanding sales techniques. But maybe even more importantly than that, they were able to provide us with a system a process that was repeatable and in that we’re able to see very clearly from one month to the next how the how the pipeline is doing, what prospects are in it, what kind of progress we’re making and what we can do to coach people to success.

Brandon Burton 1:07
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.

Our guest for this episode is Scott Ashton Scott is the president and CEO of the Oceanside Chamber of Commerce in California. He has been on the staff at the Chamber since 1996 and took on his current role in November 2016. Scott is originally from Massachusetts, and began his career at the South Shore chamber while attending graduate school at Suffolk University in Boston, where he earned his Master of Public Administration degree. Scott has more than 30 years of experience in the chamber industry in a variety of sales and management capacities. Scott serves in volunteer and or advisory capacity with numerous local organizations as well. Scott resides in Oceanside and enjoys reading, hiking, walking and studying health and nutrition.

Scott, welcome to Chamber Chat Podcast. I’m happy to have you on the show now. And this has been a work in progress over several months. But for glad we can make it happen. Why don’t you say hello to all the Chamber Champions and and share something interesting about yourself so you can get to know you a little better.

Scott Ashton 2:20
Sure, grant. And thank you for the opportunity. And like you said, and now this has been a long time in the works. Thank you for your patience and bearing with me to find a time that works for both of us. So something interesting about myself. Well, you know, one of the statistics that I heard recently is that people entering the workforce now will have 14 different careers over their lifetime. And I don’t know if this is interested or not. But I’ve had one career in the chamber industry is all that I’ve known my entire career. So I remember growing up as a little boy, and I couldn’t think of anything else other than wanting to work for our chambers Sunday series. I’m just kidding about that. Okay.

Brandon Burton 3:07
How did you get exposed? Tell me more.

Scott Ashton 3:10
But I guess like, like most people I’ve met, you know, the, just kind of something that we fall into. So I went to I was born and raised in Massachusetts. And as of right now, I lived almost exactly half my life, the first half of my life and Massachusetts and the second half so far in Southern California, so that I went to college as a criminal justice major with a minor in Spanish, got out of college still didn’t know what I wanted to do is I went right into graduate school and had to find work while I was going to graduate school at night. So my friends, my friend, Kristen said, let me introduce you to my dad, he runs the Chamber of Commerce, and he knows tons of business people and can help you find a job. So I took her up on that I went and sat down with her dad who ran the South Shore Chamber of Commerce, which is on the south shore of Boston, one of the largest, I think it’s still to this time, one of the largest chambers in that in that state. And I sat with him for a while and he said, Well, you know, until you find something else, why don’t you just sell memberships here at the chamber? I was like, Okay, I’ve never sold anything and have no idea what a chamber does, but I’ll give it a try. And turns out I had some skills that I never would have imagined that I had and I had some success in selling memberships. I stayed at that chamber for about two and a half, two and a half years and then the membership director position opened up at the Cambridge chamber which is had an office right on Massachusetts Avenue and Cambridge about halfway between Harvard and MIT, so is an amazing opportunity. I was fortunate to get hired for that position, and did that for about two and a half years. And then my wife, who had grown up in Southern California wanted to get back here. So what I knew as a chamber career, so I just got on the phone started calling chambers and asking if they had any openings. And I connected with Oceanside, they did not have an opening, but there’s apparently something in that conversation, a conversation that intrigued them. So they invited me to fly out and have a conversation with their CEO and couple board members. And they created a position for me in 1996, doing membership and business development, which I did here for about 20 years. And then when the CEO position opened up, I really wanted it. Most of the board members at that time were people that I already had built a great relationship with. I had worked with them over the years. Some of them I had sold them their membership to the chamber. I just started reaching out to the board members and letting them know how much I wanted to position. Thankfully they hired and internally and now it’s been six years that I’ve been in the CEO role at the chamber.

Brandon Burton 6:18
Yeah, I love hearing how people come into the chamber industry because it’s always you everybody falls into it a little different. So it is yeah, it is funny most of it’s by accident, most of it yeah that’s what I say falling into it and not not that they found it or you know went after but they fell into it and but luckily the chamber world tends to attract the right people. So glad you found it. Glad you’re here will tell us some about the the Oceanside chamber just to give us some perspective like sighs staff budget type of work, just to give us some some perspective before we get into our conversation.

Scott Ashton 6:55
Yeah, so our size is about 620 or so members. budget right now is a little over a million dollars. We have a staff of eight, couple are part time The rest are full time. And last year, our chamber celebrated its 120/5 anniversary of serving the business community. So we’re we’re one of the oldest chambers in San Diego County. And I the year that I started at the chamber it was its 100th anniversary. So I was here for the 100 and 120. Pets. It’s really another

Brandon Burton 7:37
25 years and yeah,

Scott Ashton 7:39
I do not

Brandon Burton 7:43
come back as a by standard then I guess maybe yeah. Maybe a member of some sort. So yeah.

Scott Ashton 7:50
Hope to be around and be able to celebrate, but not in this position. 25 years.

Brandon Burton 7:59
Well, that that does help. As far as type of work. Are you guys chamber only? Are you tourism? Are you economic development? What what do you guys cover?

Scott Ashton 8:09
Yeah, no, that’s a great question. So when I first started at the Chamber, we ran the we ran the tourism operation for Oceanside. And about 12 years ago, we helped, we helped create a separation where they are now funded through through a transient marketing districts tax. So it’s a hotel tax of I forget the exact amount, I think it’s close to 2%. It funds that operation where previously, every year or two we had to go to city council and and request a portion of the T ot taxes in order to be able to fund the visitor operation. But now they have a steady stream of income. And makes me wish at some point that we we had handled that a little differently and didn’t give up that operation because now they have a budget that’s three or four times times the size of our chamber budget. But we work really closely with them. I’m on their board. They’re CEOs on my board, we’d have a great working relationship. So yeah, so while we’re not the point of contact or the main, you know, the the main organization working on tourism anymore, it’s still a very important part of what drives our local economy. So we’re of course involved in it. Workforce development is another key area for us. Small business advocacy, which I’m sure most chambers you’re talking with, are engaged in that and then political action is is the other key element that I think we’re gonna be talking about shortly.

Brandon Burton 9:49
That’s right. And so that’s a good transition right there. So our topic for conversation today people may have seen as they look at the title of this episode, but we’re going to be talking about chain Bruce endorsing political candidates. So I know that’s a topic that some chambers you know, want to shy away from or maybe they are interested in getting into, but they don’t know where to start and there’s some fear or maybe they’re doing it and there’s something they can learn and adapt or maybe it hasn’t gone well and maybe it went really well. So we’ll we’ll dive into our discussion around that and what you guys are currently involved with as soon as I get back from this quick break.

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All right, Scott, we’re back. So endorsing political candidates. How did the Oceanside chamber come to the decision that you guys wanted to endorse candidates?

Scott Ashton 13:31
Yeah, it was a it was a slow evolution. When I when I first started at the chamber. I don’t think it’s anything that they would have even imagined taking on at that point. But at some point along the way, we started doing candidate forums and getting warmed up to that realm a little bit. So fast forward to 2018. Where we had we had done our candidate forums were that year were heavily engaged in trying to defeat an initiative on the ballot, I was the land of local to Oceanside land use initiative, which was basically for ballot box zoning, which we did not want to see happen. So we got heavily engaged in that and fortunately defeated it. So we we exited the 2018 elections with a sense of boldness and wanting to see how much further we can go in the political realm. So in December of 2018, we did a survey to our members and asked them, you know how helpful the information that we put out on that ballot measure was to them and you know, making their decision on voting and got really good feedback on that. And we asked some other questions on the survey about the candidates that have won the election. You know, do you think this person is business friendly or not? And you And then we worked our way to the question on how important is it to you that the Chamber be involved in helping elect business friendly candidates. And it was almost 90% of the survey respondents indicated that it was important to them that we help elect business friendly candidates. So, I know that can mean a lot of different things, you know, that can mean doing forums or publishing scorecards. But what I and our board took that to mean is that, Hey, we should move forward and considering endorsing candidates. So we took those survey results to the board, and our board was, you know, boldly decided to move in that direction. So when we did that survey, we also asked, Hey, would you be interested in being part of some more extensive conversations on this topic? And we had quite a few members that said yes to that. So in 2019, we started holding focus groups with small groups of our members to ask them, what was important to them. And in city council candidates, what what are the things that you want them to address and what what you want them to do. And so we were able to gather a lot of data on what was important to our members, and what they wanted to see and the candidates going forward. And from there, we will use that to develop our policies and procedures.

Brandon Burton 16:30
So I know you as you try to speak as the voice of business as as the chamber, you’re taking a collective of voices, whether it’s staff or board members, or your members, in general, to say this is a candidate that we support, or we’re behind this candidate. Did you have to work through any, you know, putting aside you know, personal feelings? Or, or maybe a board member that didn’t necessarily agree, how do you manage some of those waters that can get a little bit muddy?

Scott Ashton 17:05
So that that is a great question. You know, we have a very diverse pack. And it’s purposely set up that way where we have equal number of seats for for Republicans, Democrats and no party preference. And while when you start to talk about state national issues, there would be strong separation amongst those people. But we find that on local issues related to development. For us, you know, sand retention on our beach is a big issue, housing, workforce development related issues, that there’s really strong unity across parties on that. So. And one of the points that are, you know, when our PAC is going to make a recommendation to the board, they do make a point to remind them that, hey, you might have some personal thoughts on this. But remember, you’re wearing your chamber hat right now. And, you know, please approach it from that perspective. So, and I know we’ll talk about some of the specifics of the elections a little bit, but in the two election cycles that we’ve endorsed candidates, we get have unanimous, unanimous approval from our board of directors. So our PAC has done their homework in both election cycles.

Brandon Burton 18:27
That’s great. And I think it’s good for other chambers to hear that too. Just a reminder of once he started talking about things on a local level, it’s a lot easier to gather consensus and people around one common goal. So take, take that charge and go do it. So. So as we’re talking right now, it’s beginning it’s beginning of December 2022. So we just came off of an election cycle. And you’re just talking about that fed a couple election cycles now to go through with endorsing candidates out, how have those gone? Have you? You know, from the candidates you didn’t Dorse the process along the way the outcomes? What’s the experience been like?

Scott Ashton 19:08
Yeah, so it all goes back to 2019, where we put in that worked with our members, we had those focus groups, we found out what was important to them. And then we developed policies and procedures as to how we will approach the endorsement of candidates. And so far, it’s been just sticking with city council races, you know, here in Oceanside. And so we had this all put in place prior to 2020. And then, when 2020 came along, candidates started piling and so on. We had these policies and procedures in place that allowed us to send out questionnaires to the to the candidates that had filed just to get their feedback on business related issues. And from there, we decided who we would interview or do a personal interview with at the next step because of what happened in 2020. The personal interviews ended up being zoom interviews instead. So we couldn’t sit across the table from them. But what we decided to do, because of the volume of candidates was relatively low. We invited everybody that filled out our survey to come in for an interview, even, you know, even if they’re there, they didn’t have the exact answers to the questions that you know, that we are hoping to hear from them. We still invited them in for an interview, and we were able to manage that volume of candidates. So in 2020, we had three races, and we had two city council races and neoral race. The mayoral race became complicated because we had two business friendly candidates that had been good friends of the chamber, that they couldn’t agree for one of them to back out. And they both stayed in the race. And we basically said that we’re not going to choose between them. We just made a statement that both of these candidates have been good supporters of the chamber and of the business community. And we left it at that. So we focused our effort on the two city council district races, and I 2018, I think was our first year and going to two districts, city council races used to be city wide. So the two district candidates were incumbents that had were in their current seats by appointment. And they had been business friendly. And it was a very easy decision for us to get behind these two candidates. They both ended up winning their races. One was, I think, by less than 1000 votes. So I think we really had an impact there. And we were able to donate, I think in the range of about $12,000 total that we had raised through our political action committee. And we were able to help them out with their to get across the finish line. So we were we were successful in that in that first run, and that embolden us to keep moving forward. Very good.

Brandon Burton 22:12
So do you feel and I don’t know, maybe you have some data to back this up? Or not? Maybe it’s just a feeling but how do you feel the impact of your chamber supporting candidates? How has that helped to motivate people to vote? I mean, to me, it’s always discouraging when you see such small numbers, turnout for elections, and trying to engage that that big population that just doesn’t vote? Do you? Do you have any feeling or any data on how maybe that needles moved over time?

Scott Ashton 22:45
I really don’t. I think we were a little early on in the process to see if we’re making any impact on on voter turnout. But I think we are, you know, the Chamber brand is very well respected in the community. And as we’re able to put forth our candidates, I think people pay attention to that. The other part of it is we have found common ground with there’s two other major organizations in Oceanside that endorse candidates, and that is our Police Officers Association, and our Firefighters Association. So going back several years, they used to endorse the candidates that would basically tell them, you know, what, what they wanted to hear that they would be taken care of. But these are the same candidates that were opposing development and gross. So one of our PAC members had a conversation with with both of the unions and, and just, you know, shared with them that, hey, if you if you want to get paid, what you should be paid, we need growth in our community, we need that development, we need to expand our tax base. And they have been really on board with that and supporting pro development candidates. So you know, the we’re going into it where it’s not just the chamber endorsement, but it’s our candidates have been endorsed by the chamber by the police and fire associations. And that’s a big deal. And in a relatively small city. Yeah,

Brandon Burton 24:13
I love that. And I like that you guys are doing interviews too, with these candidates to be able to help share the story, what their vision is, and give a more informed option or choice to voters. Yeah, I know, not every community is has done that or is equipped to do that unnecessary or maybe they don’t think they’re equipped to do that. But I see a tremendous value because I mean, most times you go to the ballot, and you see names of people that you don’t know who they are. And the especially the common person in the in the community has no idea who some of these names are set to create some exposure and some connection as to what these people stand for besides an R or D next to their name, I think is very helpful. So Do you have any any tips for chambers who want to maybe get their toes wet in this as far as conducting some of those interviews? Or how to get started?

Scott Ashton 25:12
Yeah. So just for clarification, are the interviews that we do are just for our path or not public interviews? So we’re asking them, you know, the questions are important to our business community and how they would approach those issues. And that’s, that’s what we’re using as to decide on where we’re going to put our endorsement. But there are, you know, there are other great resources in our, in our community, we have a local TV station that allows for, for each election cycle for a candidate statements, and, you know, people in the community can hear from the candidates directly on that. But what we’re doing is we’re doing our interviews we’re bringing, we’re bringing our recommendation to the chamber board of directors, and then we’re sharing that with the community in a variety of ways. One of the things that we have is, we do a quarterly magazine that gets mailed out to a lot of the business people and residents. So what we’ve done when we have endorsements, is we target the distribution of our magazine into that district. So ideally, you know, most if not all of the residents in that district, are hearing from us and on who are endorsements are and those endorsements are on the front cover of the magazine.

Brandon Burton 26:35
Awesome, awesome, great idea. So, overall, I like to asking if, if you have any tips or action items for listeners who would like to take their chamber up to the next level? What might you suggest for them? And maybe it has something to do with endorsing candidates, maybe it’s something totally different.

Scott Ashton 26:58
I would say, ask your members what they want. And that’s how we get started on this path, is we you know, we decided to just reach out to the members and see if they wanted us to be engaged in this. And like I said earlier, I know there are a variety of ways for our chambers to influence elections. And it can be just, you know, doing forums, which we did, and publishing scorecards, which we’ve done, not so consistently over the years. But I feel like endorsing candidates is a chance for you to have a real mark on on the elections and to make a real difference. But the starting point is to ask ask the members. The other important tip is to know when to stay out of a race. So I mentioned in 2020, how we stayed out of the mayoral race. This year, we had two districts up for election, one of them was a was a pro business incumbent that we chose not to endorse because of some complications within that race, not the least of which was somebody from her same party, that that would not back out of the race. And we just mathematically didn’t seem like there’s really any path for her to win. So instead of us, and she did not win. And so instead of us, you know, diving into that race and potentially burning a bridge, we stayed out and now we’re trying to build a relationship with a person that that did win that race and with some success. And but the race that we did indoors in one of the districts was a retiring fire chief, who is very well liked in the community, the chamber, police and fire associations all got behind him and he had a strong victory. And that was our first time getting involved in doing an independent expenditure, is there now caps on how much we can donate directly to a candidate. So we put some money into a mailer to support the candidate and there’s no limitations and how much you can spend on independent expenditure on behalf of the candidate.

Brandon Burton 29:09
Okay, so I know, chambers that are listening there, they’re having questions like, but what about this? What about that? What if so, has there been any negative fallout for that’s come from endorsing candidates?

Scott Ashton 29:24
Nothing measurable. You know, it’s interesting going back to that mayoral race, in 2021 conversation I had from a member that was upset was that he couldn’t get out of his mind that he kept selling me you guys endorsed selling science like No, we didn’t endorse in that race. But I guess the fact that we put out a statement saying that these two candidates have both been business friendly was enough to digital but no, the feedback has been great. I think people appreciate that. We’ve taken that had a bold step to put ourselves out there. And they were very thoughtful about how we approach it and try to be very transparent. And we share why we’ve endorsed the candidates and how they aligned with the goals and objectives of the chamber. Yeah,

Brandon Burton 30:17
I think that makes a lot of sense. When with the feedback from your survey, like I said, 90%, saying, yes, if they wanted you to endorse, I didn’t imagine there’d be much negative fallout. So as we wrap up, I wanted to ask you, how do you see the future of chambers and their purpose going forward?

Scott Ashton 30:39
Yeah, I, the direction has certainly changed a lot. And in COVID, certainly had had an impact on that. For us. We’ve slowly moved away from being dependent on events. In the coming year, we actually are doing away with our largest event that really just did not have a strong connection to our mission, and our vision as an organization. So in the event represented about 12, or 13%, of our gross revenue, and so so that’s, it’s hard to let go of something like that. But it’s the right thing to do. So but what what’s freeing us up is, it’s given us the opportunity to focus more on the things that are essential to our business community, the the advocacy, the political action, workforce development, and also, we’ve created a Leadership Academy. So by turning away from some of the things that that brought in money, but didn’t have a strong value to our business community, it’s given us a chance to create some some new programs that do bring value to our businesses. Right.

Brandon Burton 32:00
That’s great. And that is a bold step to step away from from that, that much of your income.

Scott Ashton 32:08
Yeah, and I’m, I’m seeing, you know, just in general, because I know you weren’t just asking about our chamber, but I’ve seen that with other chambers too, and just moving in that direction of being problem solvers in their communities, and, you know, focusing your efforts and using that, to drive revenue opportunities rather than events.

Brandon Burton 32:31
Right, keeps you relevant. That’s for sure. So Scott, I’d like to give you an opportunity for anyone listening who’d like to reach out and connect and learn more about how you went about this process to decide to endorse and the whole process what would be the best way for someone to reach out and connect with you?

Scott Ashton 32:51
Yeah, so well, and I love talking about this, I hope people will not hesitate to, to give me a call. So best thing is just pick up the phone call me at the Oceanside Chamber of Commerce as 7607 to 21534.

Brandon Burton 33:06
Very good, I will. I’ll get that in our show notes for this episode as well, so people can look that up and give me a holler. But um, Scott, I appreciate you hopping on here and visiting with us today on Chamber Chat Podcast for your bold leadership and being willing to share these experiences you’ve had and how things are going there in Oceanside. Thanks for coming on and joining us today.

Scott Ashton 33:30
Thanks, Brandon. I really appreciate the opportunity. If you

Brandon Burton 33:33
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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
If you are a chamber professional, please subscribe to Chamber Chat Podcast in Apple podcast, Google podcasts or Spotify. When you subscribe to Chamber Chat Podcast new episodes will show up in your podcast app each week as they are released. If you’re finding value in this podcast, please leave us a rating and a review in iTunes. But most importantly, please share Chamber Chat Podcast with your colleagues that are in the industry.

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Origin Story to 200 Episodes and Beyond

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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 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 always enjoys the sense of accomplishment after doing yard work is my dad Brandon Burton.

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.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Jason Mock, President and CEO of the San Marcos Area Chamber to learn how the Holman Brothers have provided value for his chamber.

Jason Mock 0:47
Two years ago, we brought in Holman Brothers to help our organization go to that next level. And in those two years, our team has transformed the way that we think about sponsorships and non dues revenue. And I would really encourage you if you’re looking to take your chamber to the next level to bring on the Holman Brothers.

Brandon Burton 1:03
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 today for episode number 200. This is quite the milestone as you can imagine, as I’ve been about this podcasting journey. This is signifying of almost four years of doing the podcast with one episode each week, so a regular weekly frequency. And as I look back over the last four years, almost, I see that I’ve had 176 different guests that I’ve interviewed on the podcast. And there’s several that I’ve had on the podcast a couple of times because they were up for chamber of the year as a chamber of the year finalists of ACC. And as they do those chamber their finalist interviews each year. And it really solidifies that I’m getting some of the best chamber folks on the podcast and I get them again, as the chamber, the year finalist tells me that they’re doing something right. But in addition, 276 different guests. I’ve also done a few different book reviews and interviewed some authors of books.

So as we’re coming up on this as being Thanksgiving week, coming up upon the holiday season, I figured you may have a little bit of downtime, maybe to where you might want to pick up a book and give it a good read. So I was going to run through the books that I’ve highlighted on the podcast over the last four years. So if you feel so inspired to pick one up and give it a read over Christmas break, or or download it on your Kindle and read it over Thanksgiving, or whatever fits you best.

The very first book that I had highlighted on the podcast is called Superfans. And that’s a book by Pat Flynn. And if you wanted to dive in a little deeper on that, that was found in episode number 38 of the podcast. So Pat Flynn, I was made familiar with Pat over, he was a guest on another podcast that I listened to. It was a investing podcast, and he was talking about the the ROI on having your own business and said, you know, essentially that ROI is 1,000%. Everything is a is a return assuming you do business well. But it really intrigued me how he went about the interview on on that investing podcast that I listened to. And in that interview, he had mentioned that he has a podcast called Smart Passive Income. And at the time, his whole motto, I guess is that he was a crash, the crash test dummy for online business. So he would try things out and then be very transparent on his podcast into letting his followers know you know what works and what doesn’t work. So I subscribe to his podcast. I’ve listened to it for several years now but he came out with this book called Superfans where he talks about creating a identity for your following for your members maybe at your chamber and creating a name for this following hence, you know, I came up with Chamber Champions for the listeners of Chamber Chat Podcast because of his book so made a good impact on me but he really highlights several great factors that create a good following and not just followers but actual Will superfans for what you’re doing. So in the chamber world, there’s ambassadors, and if you can imagine every ambassador being a superfan, or having more members be super fans and doing Ambassador work and a natural way. Anyways, I think there’s a lot of value and it’s not as chamber specific book, but a lot of what he talks about in that book can translate over into chamber world. The second book that I had highlighted on the podcast, was back in episode 49. In the book was called Take the Stairs by Rory Vaden. And Rory, I was introduced to this book, he was a speaker at TCCE. So the Texas Chamber of Commerce Executives conference several years ago, that I picked up a copy of his book then. And I just found it to be very interesting. I mean, obviously, he was there speaking at a chamber conference, he had some resonance with the Chamber industry. And his book. The title, take the stairs essentially means if there’s an easy way and a hard way, and he challenges you to take the harder way, there’s more benefits and taking the stairs, that versus taking the elevator, for example. So he outlined some real world examples as to why it’s better to take the stairs. So after those two, those two books are really just book reviews, there are books that I read, that resonated well with me that I thought translated well to the chamber industry. The next several books that I highlighted, I actually got to have the author of the book on the podcast, which was great, it was a fantastic experience to have these authors. Some of them you may be very familiar with. So the first one was, From Relevant to Essential. And that’s the book that Casey Steinbacher wrote. So that’s episode number 106. If you wanted to go back and check that out, and from irrelevant to essential, it is a Kindle book. So you’re not going to get a hard copy of it. It is digital only. But it is a great read. It talks about how chambers need to embrace being influencers, in this new economy and moving forward. You’ve got social media influencers and chambers need to be community influencers in a variety of different ways. So she highlights some great examples in there and creates a vision really of what you can do to to become that influencer in your community. And any any of you who have heard me talk or do my presentation about chamber podcasting. I lean heavily on those teachings that Casey outlined in her book because so many of those resonate into the podcasting space for chambers in creating that a chamber of influence. It was just a few weeks after having Casey on the podcast that I was finally able to get Dave Adkisson. On the podcast. We’ve been talking back and forth for about a year because he was working on his new book, Horseshoes vs. Chess well knew at the time. And he was trying to wait until the book came out to actually come on the podcast and do the interviews. So as soon as I launched, we lined it up. And horseshoes versus chests. I’ve said it before. I’ll say it again. I feel like it is the best book that I’ve come across for a chamber professional to really grasp the idea of what a Chamber of Commerce is, what it can be. And also to explain to others like how many times you’ve come across somebody who has no idea what a Chamber of Commerce does. Dave does a great job outlining what a Chamber of Commerce is and and he likens the the title horseshoes versus chests that he took that from from one of his mentors who likened the chamber work to either a game of horseshoes or a game of chess. He said some people think the chamber work is like a game of horseshoes where you show up at a picnic. You throw some horseshoes, and if you get close to the stake, you get a point versus chess where you have very, you know various different pieces and each piece is allowed to do certain things. And you can only move one piece at a time to move towards your goal. And he likened those chess pieces to the different factors in your community, your school district, your city, your economic development, your tourism, all of those different things and being able to get them to work in unison with each other towards a common goal so that as a as a community builder as a chamber leader, horseshoes versus chests is a must. You need to pick up that book if you haven’t already. The next book that author that I had on the podcast to highlight the book was done Doug Griffiths with his book 13 Ways to Kill Your Community. I know a lot of chamber professionals are familiar with this book. Rebecca Wildeboer, she started a Facebook group for 13 Ways to Kill Your Community. And that’s actually how I gotten in connected with Doug to have him on the podcast. And I just love his approach to, you know, saying, if your goal is to kill your community, how would you start, and then those are all those red flags you need to look out for in your community to avoid, and then do the opposite, do those things that will help build your community help your community thrive into the future.

After that book I had let’s see, I had actually Hardy Smith was the episode before 13 ways to kill your community. So Hardy Smith, he wrote Stop the Nonprofit Board Blame Game. And from my background, my experience with chamber work chamber industry, this book opened my eyes to how a board works, how it operates, the things that need to be considered when selecting new members. The interaction between a chamber leader and the board of directors. And really it just was a fantastic read, not necessarily like an entertaining kind of read, but it’s one very informational, very, it’s just a good resource base to have to better understand how to operate with your board. And from the same publisher for stop the nonprofit board game, board blame game rather, I had Julie Henry on and she wrote Wisdom from the Wild. And this book, although it’s not chamber specific, it is leader specific. It’s pulling these leadership qualities leadership traits that we see from the wild, and how they manifest in the business world and in leadership. So that was a great read and really seeing like in the animal kingdom. Certain animals have no idea that other animals exist yet they’re very reliant on each other, whether they know that or not. And there’s a lot of correlations, in chamber work and in the business world, all together with that. So those are the seven books that I have highlighted so far on the podcast, and next week’s episode, I do have slotted to highlight another book. So be ready and to pay attention to that.

But if any of you you’re trying to jot these names down to these books, I would encourage you if you haven’t already, check out the Chamber Pros Planner by Izzy West. She does a terrific planner for chamber professionals. And in there there’s a she has like a blank page with a bookshelf. So you can write in names of books that are on your wish list to read. So I would encourage you to pick up her planner, it’ll help you keep stay on track. But it also has that place to keep a record of these books he’d like to circle back and read at some point. Which also brings me to the fact that we are doing a giveaway with Izzy for her chamber pros planner. So if you are interested in getting a free copy of the 2023 chamber pros planner, what you need to do is go to Apple podcasts and leave a review for chamber chat podcast. Or you can also go on Facebook to the chamber chat podcast Facebook page and leave a review there. Then take a screenshot of your review and email it to me at Brandon@chamberchatpodcast.com and I will enter you in to a raffle to win one of five of these chamber pro planners. You can also pick one up and purchase one if you’d like it the is us.com but with that we’re going to take a quick break, hear from our sponsors and then get into the rest of the program.

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Izzy West 16:32
Hey, this is Izzy, publisher of the Chamber Pros Planner a weekly, monthly planner that you can get on Amazon or Etsy I wanted to give a shout out to Diane Sawyer other Reedsville Chamber who emailed me saying “I am loving this stuff my admin assistant bought me the planner for Christmas before I could purchase it for myself”. The responses and feedback I get from my fellow chamber pros are a big deal to me. And in fact the updates I make each year if you like physical planners, please check out the Chamber Pros Planner at TheIzzyWest.com. That’s TheIzzyWest.com.

Brandon Burton 17:06
All right, we’re back. So for the the rest of the program the rest of the episode today what I wanted to do being that I’m celebrating the 200th episode of chamber chat podcast, I wanted to just pause and go back in time a little bit. tell you how I got into the chamber world a lot of the chamber professionals interviewees that I have on the show, we spend a lot of time talking about how did I get into the chamber world headed what’s my background like? So this gives an opportunity for all of you to learn a little bit more about my background, how I got into the chamber world, how I got to where I am now. And we’ll talk a little bit about what I see coming up in the future. So back in 2006, I was a recent college graduate. I had been married for about three years. And my wife and I just had our first baby. So our son had just had been born a few months prior. But as I graduated college I was looking to, for my degree was in business management. And I wanted to get into the pharmaceutical sales industry. So I put out the applications. I’ve been doing the interviews, and I had quite a few interviews lined up. That was happened to be the career that my dad got into. So as a chamber professional, you know, that youth as they grow up, they tend to know what their parents did. And my dad had a great career in the, in the pharmaceutical industry. So I thought, yeah, I’ll go down that road, too. So I had a lot of interviews, each interview would get to the same part where they would ask me about my sales experience. I didn’t have a whole lot to lean on. I had, you know, a little bit of sales experience working at Staples in high school, I did retail at Staples. So I would sell, you know, warranty packages on computer or furniture pieces or something like that at Staples. But really, I was doing more stocking shelves in anything. So not a whole lot of real sales experience. But after several interviews where I got to that same hang up in the interview process, I decided, you know, I need to put this on hold. And I just need to get a job where I’m doing sales, I need to sell something, anything, I don’t care, I just need to get two years experience doing sales. So that’s where I came across community matters. community matters, Inc is a chamber publisher, so they work with chambers to do maps and directories. And you guys you may work with community matters. You may have another publisher, but you’re familiar with maps and directories for chambers so I got into that selling ads and that this is great. You know, we’re We’re supporting the Chamber of Commerce, we’re helping support small businesses and providing a, an affordable way to advertise and get their name out in the community. And I really enjoyed it. But as my two year mark came up, I was ready to ready to jump ship ready to get back into what I wanted to do with the pharmaceutical industry. And as luck would have it, right when that two year period came up, is when the recession of 2008 hit. And as it happened, pharmaceutical companies were laying off any of their newer sales reps. So had I gotten one of those jobs, I would have been without a job very shortly. So I took a look at internally at myself and said, You know what, I actually really like what I’m doing. I like who I’m working with, I like what I’m doing. So let me let me stick it stick out with stick this out. So I decided to stay with community matters, and kept selling each year I got better and better. And eventually, our the opportunity came up for me to be promoted and to become the sales manager for the company and manage the other sales reps. So I started doing that and decided you know what this job that started as a job at a college is very much becoming a career. So I decided to look at it as a career and refined my sales process became more and more of a refined sales rep. And got my other sales reps trained up on how to be great sales reps. And as a company, we did a great job, you know, year after year growth. Just really, we’re all in and doing great work with chambers. So great reputation in the chamber industry as well. So as much as I was loving that I was driving all over Texas, which as you know, is a huge state. And as I would drive around Texas, going from one chamber to another, I would find myself listening to the radio a lot. And as I listened to the radio, and I’d leave one market and get into another I kept losing the reception for whatever station I was listening to. So after time, that kind of got frustrating. And I stumbled across podcasts. And I thought this is great, I can look up any topic that I’m interested in. And I can learn more about it as I drive. And as I spend time in the car, I can continue learning and developing myself as a salesperson or as an entrepreneur or any aspect of life that I wanted to improve on. So I started listening to a lot of podcasts. And while listening to a lot of podcasts, and still working with a lot of different chambers of all different sizes. I started to notice that not every chamber was the same. You know, we have the saying in the industry that if you’ve seen one chamber, you’ve seen one chamber? Well, I got to see that firsthand. That is I met with these chambers, some chambers I could tell were operating very well, because as I met with their Chamber members, and sold ads, the sales process was super smooth than others. It was a struggle the whole time. And I would often feel like the bartender, you know, as I would meet with these different business owners, they would tell me their gripes with the chamber, or they would tell me how great their chamber was. And I started to think about this and wonder why is it that there’s such such a chasm between these different types of chambers. And the more I looked into it, the more I realized that these chambers that were struggling, they were not necessarily the chambers that were going to their state conferences, or the ACC conference, or they weren’t engaged with others in the industry. And I thought there’s got to be a way to reach these chambers and help them out, help them be successful and in turn be able to help their business community and their community in general thrive. And that’s when I had my aha moment. I thought a podcast is a way to reach these audiences that gets a free resource for people to listen to. And I can interview some of the best in the industry and share tips and strategies and best practices on what people are doing at their chambers. And then you can take an adopt in and apply whatever you need to to your own community to your own chamber and see what works. So I did that. I decided I’m going to give this at least two years. Like even if I don’t make a dime for two years. I’m going to give it I’m going to be all in and see if this has any legs. See what we can do with this. So that was beginning of 2019 is when I started chamber chat podcast. And as we know, the world changed in 2020 So I was a little over a year into doing the podcast when the world shut down. And suddenly, I had chambers that were reaching out to me saying, I see you do a chamber focus podcast. And we want to learn how to podcast we want to be able to reach our members because we can’t gather together anymore. We can’t do our luncheons, we can’t do our ribbon cuttings, we can’t do those things that we used to do on a regular basis, because the world is shut down. So I was blessed with the opportunity to help several chambers. With getting a podcast started. I had created a free resource, a chamber podcasting guide, that walk through how to get a get a podcast started and and grow an audience. And then even just more recently, I created a chamber podcast course that goes into a lot more depth shows you real live examples of how to use the software, how to do the editing, how to get your podcast up on the your podcast hosts, get it out on the different platforms, how to structure and organize your podcast, so all of the nitty gritty details about it. So I created a course for that which I was able to share with those who had downloaded the podcast guide. And that was a great way to to be able to continue to help chambers podcast. And in fact, being that we’re celebrating the 200th episode of chamber chat podcast, I want to make an offer to you if you’re interested in podcasting at your chamber. For we’ll say for two weeks, I’m going to take the price of the podcast course normally it’s $400. We’ll cut it in half. So for Episode 200, we’ll do a sale for two weeks at $200 for the podcast course. So the link will be in the show notes for this episode. But you can also go to chamber chat podcast.com/pivot. And there’ll be a link to the course there as well.

But even if you’re not quite ready to start a podcast, but you know that’s on the horizon of something you want to do, it’s a great time to get the course at a discounted rate and hang on to it until you’re ready to go through it. Anyways. So that’s that’s been another way that I’ve been able to help chambers with getting into podcasting themselves. And now, where I see myself is, I’m four years into this. And at about the two year mark. So getting through the COVID, experience the shutdowns, seeing more traction with chambers getting into podcasting. That’s when I had sponsors start to read start to reach out to me to advertise on the podcast. And I thought how amazing is that? I told myself I give myself at least two years, even if I didn’t make anything. And it was probably a month before that two year mark, I got the first check from an affiliate sponsor that I had on the podcast, which is swiping the credit card processing company. And they’re a great, great partner of the podcast and they have been from the beginning. And probably a month after that. I had somebody reach out to me I had at my community, they reached out to me and asked about being the sponsor. And when you know about two weeks later, the Holman brothers reached out to me about being a sponsor. And then soon after that I got in contact with Richard at at chamber nation. And he got started up as a sponsor and Izzy West has been a sponsor. And so it’s just continued to grow. And I meet other I guess potential sponsors are other businesses that are focused on the chamber industry at different conferences and just the tons of opportunities have opened up through through the sponsorship opportunity, in fact, when the listeners had listened to he’s been listening to the podcast for a while. And he went to the International Chamber of Commerce conference last November and was going around to all the different vendors asking if they had heard about chamber tap podcasts and how they needed to connect with me about being a sponsor. And I had some sponsors come out of that as well. So I love having good ambassadors good super fans out there, spreading the word so thank you for that. So at this point where I’m at with career wise the podcast wise with life in general. I I’m still the sales manager for community matters. So still doing chamber publishing and our can our company continues to grow we continue to get new Sales Reps continue to sign up new chambers to do their publications for them. And we can sit continue to see a strong demand for those publications. We obviously, I every now and then I have this little printing paranoia that comes about me wondering where the print industry is going to be 10 years from now. So we’re constantly trying to evolve and trying to stay in front of the game with digital products. digital offerings are our maps that we do, for chambers have a fantastic interactive map that people just love. So we’re continuing to innovate and grow that business. Obviously, I’m still doing the podcast as well. And it’s really taken off. So thank you to everybody listening. 200 episodes has been quite the journey. And when I started, I thought, yeah, probably at some point, I’ll be at 200 episodes, but here we are, we’ve made it to 200. And I imagine much more going on in the future. So recently, in personal life. So those of you who’ve been listening for a while you hear the little intros, I have my kids do a little intro before each episode. And we’ll see how long that continues, because it’s really hard to come up with little facts to share before each episode, but it’s fun to do with the kids get some involved. But I’ve got four kids right now that are ranging from almost nine. So next month, the youngest will be nine and the oldest is about to turn 17. So we’ve got quite the range there. But I’ve also, in the last few months been asked to take on a much larger role at my church. And for those of you who know I’m, I’m a I belong to the church of Jesus Christ of Latter Day Saints. And I’ve been asked to serve as a bishop at our church, which is kind of a part time job within itself on top of my regular work and the podcast and everything else. But it’s a great way to be able to serve the members of our congregation and in the community as well. And along with that as serving as a bishop, I don’t necessarily like there’s no pay involved. It’s all voluntary, but it’s kind of expected to be kind of a five year commitment is what they what they look at when they ask for, for someone to serve in that capacity. But I work with various committees, which I see being similar to board of directors to be able to get input and group consensus and the power of a group thinking so a lot of parallels there to the chamber world. But needless to say, that has taken a lot more of my time. So you know, going forward, as I put out podcast episodes, I may not get as fancy or as detailed on the social media posts, I may just try to automate a whole bunch of it, just to get it out there. But I would love it if those of you listening those of you fans super fans of the podcast, if you can help perpetuate that get it out to your chamber contacts help grow the fan base of the podcast and listenership I would greatly appreciate that. But in this role serving in the church, it gives me more opportunities where I’m speaking in front of people, I’m speaking from the pulpit up on the on the front of the sand, gives me a lot more of that experience, which is great, and correlates well into the podcast side. And as I look forward, kind of in the future of what I’m doing with the podcast and career wise and everything. I do see myself doing more speaking engagements, doing maybe some breakout sessions at conferences, and being able to maybe consult a little bit more with chambers on different topics, maybe not just podcasting, maybe I’m not just that podcasting niche, but being able to branch out in other areas too. And along those lines, I thought maybe you know, in the future, maybe I start doing like a quarterly webinar where chambers can sign up and join a webinar and we can just dive in deep on a certain topic on like a quarterly basis. I think that would be kind of fun. And yeah, I see myself starting another podcast as well. Kind of related to chamber chat podcast, but with a different spin to it. So I’ve been kicking that one around for probably a year and a half now and just trying to find the time to do it. Not that it’s getting any easier right now but I’m constantly looking for that runway to get that podcast started as well. But you know, needless to say I’ve jumped in with both feet into this chamber industry. And I love it. I love working with you guys. I love supporting you guys and bringing people onto the show, who know their stuff, who are doing fantastic things at their chamber and in their community. And I hope you’re getting a lot of value out of this podcast. I hope that as you listen, that you may be reached out to some of the guests that I’ve had on the show and ask them, how are they doing things how, you know, tell me more about what you said on this episode, and continue to broaden your network in the chamber industry. So that way, when you go to conferences, you see more people, you know, if you see me at a conference, come up and tell me, you know, come say hi, introduce yourself, I’d love to meet you. But this is great. I mean, I, I love the chamber industry. I love the impact that you all are making in your communities. And I just give you that encouragement to keep keep doing it. Keep doing that important work, because it is important, you are making a difference. And at some point, as you look back in your career, you’ll be able to see some milestones that you’ve made, you’ll be able to see students who you’ve helped develop into the workforce, you’ll see businesses and maybe industries that have been created in your tenure, serving at your chamber. So keep up that great work, continue to be innovative, look for new ways to serve, stay relevant. We talk about that a lot on the podcast. So continue to stay relevant and be innovative.

But that that kind of gets you up to speed on everything that I’ve been up to these last 200 episodes. It’s hard to say that I mean, it’s great. I just it’s hard to believe that Marty at 200 episodes. And big thank you to everybody who’s been on the show. And thank you to those in the future who will be on the show because it’s without you there wouldn’t be anything here to broadcast and to put out for listeners. So thank you all for your participation and for listening. And, you know, let’s say continue to share this good work continue to share the chamber practices and best practices you have with others in the industry. But thank you for being out there. Thank you for participating, and we’ll see you around next week.

If you are a chamber professional, please subscribe to Chamber Chat Podcast in Apple podcast, Google podcasts or Spotify. When you subscribe to Chamber Chat Podcast new episodes will show up in your podcast app each week as they are released. If you’re finding value in this podcast, please leave us a rating and a review in iTunes. But most importantly, please share Chamber Chat Podcast with your colleagues that are in the industry.

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Life After Retirement with David Brown

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Below is an auto-generated transcription of my conversation with David Brown. 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.

I’ll your host, he speaks one language. He’s my dad Brandon Burton.

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.

Before we jump into this episode, I wanted to let everyone know about our Chamber Pros Planner giveaway raffle that we’re doing this year we did it last year but Izzy West has been kind enough to partner with the podcast again to give away five Chamber Pros Planners for 2023. So any of you listening if you leave a review for the show, either an apple podcast or even on Facebook under the Chamber Chat Podcast page, and send me a screenshot at Brandon@chamberchatpodcast.com I’ll enter you into a raffle to win one of Izzy West’s 2023 Chamber Pros Planners.

Our title sponsor is Holman Brothers Membership Sales Solutions. Let’s hear from Diane Rogers, President and CEO of the Rancho Cordova Area Chamber to learn how the Holman Brothers have provided value for her.

Diann Rogers 1:20
As a medium sized chamber, we recognize that it’s absolutely critical to have a well qualified and well trained membership development person. Holman Brothers trained that person, recruited that person then they even trained me on how to manage that person. We’re grateful for the support we got.

Brandon Burton 1:33
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Our guest for this episode is David Brown. David has recently joined next generation consulting as lead consultant. He is the retired president and CEO of the Greater Omaha chamber, one of the largest and most highly accredited chambers in the nation. Some of you may remember I had David on the podcast back in episode 71. We’re on episode 199. Now to give you some perspective, it’s been a little bit backed by 30 years of experience and economic development and chamber administration David led the chamber with bold vision and contagious enthusiasm. The organization advocated for strong business, climate and community building created opportunities for member visibility and business connections pursued investment and jobs for the region strengthen leaders and the community and enhance the region’s brand and image. Under his leadership, the Chamber partnered with the United Way of the Midlands and the Urban League of Nebraska to develop Omaha 2040 a 20 year vision for the region. initiatives focused on Diversity Equity and Inclusion, regional mass transit, redevelopment of the urban core economic development and talent attraction and retention. During his tenure in Omaha, the Greater Omaha Economic Development Partnership, Omaha’s regional economic development effort led by the Chamber successfully landed 972 projects representing 56,433 jobs and nearly $15 billion in capital investments since 2004. David began his career in organization management in Michigan in 1983, as President of the Monroe County Industrial Development Corporation, and director of the port of Monroe. He served 10 years in Indiana as a fourth grader Fort Wayne Chamber of Commerce, versus vice president of economic development and then as president, his next assignment took him to South Carolina where he was president and CEO of the greater Greenville Chamber of Commerce. David assumed the role as President CEO of the Greater Omaha chamber in October 2003 is a graduate of Dartmouth College with academic specialties and industrial location and environmental studies. David, I’m excited to have you back with us today on Chamber Chat Podcast. I’d love for you to take a moment to say hello to all the Chamber Champions and share something interesting about yourself so we can all get to know you a little bit better.

David Brown 4:47
Are you brand new thanks for having me. I I knew he’d been on not so recently, but I didn’t realize that it was back in 2020. That was in the height of all things disruptive happening in the world. So Good to be here when things are a little bit more subtle than they were back then I think we all learned a lot about ourselves and about our world and a lot our communities in the last few years, you know, I’ve been fortunate to have been married to a terrific woman for 40 years. Maggie and I met in 81. And we’re married in 82. We have two sons, 28 and 38. The older one is a videographer, and photographer by trade, and my youngest son was an opera singer. So I’m not exactly sure how we ended up with such artsy kids, considering I’ve been in the chamber world, how life but it’s been remarkable to see them express their talents. And when they perform or showing showcasing things, you can’t be proud or so lots of folks don’t really know that about my family. So that’s a way to kind of see and maybe how I think and why I think we why I think the way I do. So it’s been it’s been a great career. And again, a great life. And as I was told just earlier today, you really haven’t really retired, you just sort of started years that one career and have to decide kind of what’s your how much time you’re going to be spending retiring versus how much time you’re going to be spending working. So that’s been an interesting challenge figuring this out.

Brandon Burton 6:19
That’s right. And well, I’m sure touch on that a bit more in our conversation today. It is great to see your kids, you know, develop their talents or skills and watch them flourish. And it doesn’t, you know, you can’t help but have a sense of pride

David Brown 6:34
as you see them do this. Yeah, absolutely. I mean, I mean, everyone, as they should be, are so proud of what their kids accomplishments are. I’m just amazed by skills that they have that I can’t even get close to. So I’m wondering how they’ve got the interest and found all this energy and artistic ability. But it’s, I think just getting a more gratified by the fact that I know I can’t do what they do. So it’s really interesting to watch them do their thing.

Brandon Burton 6:58
Yeah, absolutely. So I mentioned in your bio, that you are retired now as president, CEO of the Greater Omaha chamber. And now you’re the lead consultant at Next Generation consulting? Sure, would you take a minute and tell us a little bit about next generation consulting and what that is how you guys, you know, who’s your ideal clan clients who you work with type of work you do? perspective.

David Brown 7:26
So next generation consulting is the consulting firm that was started by Rebecca Ryan, who was a futurist 1517 years ago, and I met her in 2003, when she helped us establish our first young professionals Council in Omaha when I got there. And she came in and just talked about what best practices were and how to make an effective yp group, which is now I think, one of the largest in the country, it definitely has the largest blind key events where we’ll get 16 1700 People at an annual yp Summit. And we’ve really converted what started out as a networking opportunity for young professionals to kind of build their network into not just that, but also leadership training, opportunity, and knowledge opportunity to get young people engaged in strategic discussions around the community. So we really went from Yeah, maybe we shouldn’t do more of a young professionals to now there are a dynamic part of virtually every strategic discussion that happens in your law community. And in our community, their last count that I when I was still there was about 50 or 60 young professional organizations, within companies and within other nonprofits and with other industries that grew out of initial work that we did with Rebecca back in 2003. So, you know, Rebecca is a force of nature. If you’ve met her or have seen her speak, you know, that she can handle a crowd and motivate a community like just about nobody else that I’ve ever seen. But she’s also a pretty significant, a very significant player and help helping communities solve problems. So over the years after 2003, we started calling her whenever there was something that something that just wasn’t quite clicking. And then finally, in 2017, we called her and said, Look, we’ve been doing strategic planning, the same way. We’ve been doing it for decades, and we need to do something different if we want to have different results. And so can you give us a hand thinking through this? And so as a result of that, we went through the Strategic Foresight process that is a futurist process that helps communities figure out what they want to be 1020 3040 50 years from now. It’s been a an industry norm for utility companies and for communities who have to build big infrastructure to use futuristic concepts. To get their stuff done. But for communities, it’s kind of difficult to think I’m going to try and figure out what my community is going to be like 20 years from now. So for the first time, we did that in Omaha, and we’ve created, as you mentioned, Omar 2040, which was a fascinating process. And what’s really intriguing to me is that it helped us think about what we needed to do differently, given the fact that the community was going to change over the next 20 years. And the work that we did to figure out how it was going to change help us figure out what we should be doing to accommodate that change. Or if we needed to create disruption, that would stop some kind of change and create something else, we could figure out how to do that. So it worked for us, it was a great process for us. And over that timeline, I got to know Rebecca really well, she got to know me really well. And we realized that maybe there was a role that I could play when I whenever I retired at the time, it wasn’t something that was going to be imminent. And then I might be able to be helpful to other communities with the experience that I had in the communities that I’d been in. So when I finally realized that I was probably going to be retiring sometime in the spring of 22, we started talking, and that was about 18 months prior to retirement happening, just trying to figure out if there was a fit, or not, I had, and you know, for her, and we’ll talk about the process of getting there. But next generation consulting does work with communities and helping them build visions for the future. We can talk about that process, if you like as we move on here. But they also work with industry, utilities, etc. And helping them try and figure out, you know, their future process. And they really do a lot of training of teams and staff so that they can become adept to thinking like a futurist too. And using these this methodology to make a lot of decisions throughout their time. So it’s a interesting fit. And so far, I’ve done a couple of projects with her and, you know, it’s working, it seems like so far, so good.

Brandon Burton 12:08
That’s good. I love that futuristic mindset, you know, is it reminds me of the great Wayne Gretzky, you know that those quote of you got to skate to where the puck is going, you know, you can’t go to where it was, because then you missed the boat.

David Brown 12:20
You use that term before, it’s a great analogy, because that’s really what we’re doing, right? I mean, think of anything that you’ve set as a goal. It usually isn’t a goal for tomorrow, it’s a goal for something substantial down the road, you got to figure out how to get there. But you got to know where you’re going first. Exactly. And that’s always been a challenge. If if you do strategic planning as the way it’s traditionally been done, you look back five years, see what happened, what worked, what didn’t work, discard the stuff that didn’t add some more stuff on the front side, you look at some new trends you might be aware of, and you build a five year plan and figure out a way to pay for it and implement it and do it again, five years later. And we’ve all done it that way. This instead says let’s put a mark in the sand about where we want to be and what we want to be. And then let’s backcast from that a series of opportunities to make differences in the community. So you actually get to that end goal. And it’s a fun process. It’s a lot of work. But it’s well worth it because it becomes that foundational context. And that was the one thing I found in Omaha is our chairman looked at that and said, Now I know why we do what we do. Because I can look at 2040 and see where we’re going. And I can see the steps we’re taking to get us there. Yeah, he used it in every speech there on it saying context is important. You got to know why you’re doing what you’re doing and where you’re going. So it’s a great tool for communities to use.

Brandon Burton 13:40
Absolutely. Well as we get into our topic for discussion today. We’re going to focus on what life is like you know, going through retirement so life after retirement as a chamber exec and the nuances with it and different mindset changes. We’ll we’ll dive into this discussion as soon as I get back from this quick break.

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Izzy West 15:14
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Brandon Burton 15:47

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All right, David, we’re back. As it is, before our break, we’re going to talk about life after retirement. So you kind of alluded to it a little bit into how you ended up with next generation consulting. But what was that transition like? And as you go through explaining, I want to try to keep in mind for maybe the younger chamber professionals that are listening, the things that they can do now, as they prepare, you know, down the road talk talk about 20 years down the road, where that puck is going, what can their retirement look like and start planning now as they go that direction? How’s it been for you so far?

David Brown 17:30
Well, it has been terrific, but I must admit it, it’s harder to be retired than it is to be working. Because your natural inclination is to work. And so even just sitting here in my office at my house, my inclination is to find out what else is there out there that I can work on. And I’ve got to constantly remind myself that yeah, that’s not what this is supposed to be about your work when you want to work, but you play when you want to play. So when my granddaughter shows up, the computer turns off and we go do stuff with my granddaughter. So you know, there’s a there’s there is a transition time you got to play in there. I will tell you your intro though, started really interestingly, you really do have to start thinking about your retirement 20 years in advance. And I say that because chamber world is not the most lucrative world and a world to to make work to be become wealthy. And so you got to be thinking about how are you going to support yourself and your spouse and your family, when you finally decide to hang up the Spurs and actually retire. And so you have to do a lot of financial planning, find somebody you trust in the community and just start thinking about, what is it going to look like, when you moving forward? Now it sounds basic, but it’s always kind of the last thing and the to do list, you know, call that financial person and see what they think. And then implementing that plan is not never real simple, because there’s to take some courage, number one, it takes some focus number two and some commitment that you’re going to make some decisions that will you’ll benefit down the road from so the first thing I would tell chamber executives, if you hadn’t been thinking about yet, you how you’re going to invest your money and how you’re going to have money there for your retirement. You can’t start soon enough, and you start started engaging in that in that process, and then doing what you commit to do. I’m actually going to do these things, I’m going to have the specific reason to do it. And I’m going to actually get that work done. But you know, I think then when you actually start getting closer to the time that you’re going to retire, I found that I had to kind of fit it in between the next big items that I knew were coming down the road. So for us it was a five year fundraising campaign and development of a new five year strategy. And so even though those all related to the vision that we had, there are steps along the way to get there as all as you chamber execs figure you know you don’t start a new five year plan the year before the plan supposed to take effect that you started three years earlier and you start are trying to figure out all those steps. So. So for me it was about did I have it in me to do yet another five year plan? If I did, I needed to probably stay two or three more years because the money had to be raised. And the plan had to be built and had to be sold to investors and finally realized that while I could do it, I’m not sure that I wanted to do it. And I was old enough that I could make that choice if the timing was right for me to retire. So. So first off, I started really thinking about five years before I made the decision to retire, what’s coming up, that is going to be hanging out there that I need to make a decision about my engagement in it, because I can either retire this year and retire Three years later, but what’s it going to be? So you got to do some forward planning of your own about what’s coming down the pike that you’re gonna be responsible for?

Brandon Burton 20:53
It’s a little different than other careers where you can decide, yeah, give it six more months or end of the year and retire? I mean, if you commit to stick around, you’re committing, you know, like you said, like, another three years, yeah, be able to get to that next, or that next big event, or hurdle, or whatever it

David Brown 21:08
is never six months is always Yeah, because those things take years to get done. So as always, okay, three more years of this, yep. When you weigh the financial benefit, versus the psychological benefits or downs, and you’ve figured out what, what you want to do, but then I think, I don’t know chamber exec, that is gonna go to the public park and observe their naval for the next 25 years, once they retire, you know, they’re just not going to sit there and contemplate life, they’re going to be busy, they’re going to do things and you got to plan for them. Because you’re right now you’re busy doing nonprofit boards that you’re engaged in are carrying out activities that you need to get your job done, or raising money or networking, doing something. And then all of a sudden, you’re not gonna be doing that. And so the next phase was good now that I realize I want to retire. And I think I know what I want to retire. And I’ve done the financial planning to allow me to retire. What’s retirement gonna look like? And do I want to keep working at least part time for a few years just to keep using my contacts, keep doing the things that I did well, and trying to kind of take that to the next level? Or do I really want to do something totally different? Or do I just basically want to do nothing and just spend time traveling with family etc. And those are all options that you need to consider. And you got to really think about those hard because if you haven’t figured it out, by the time you actually close your office for the last time, the next day is pretty stark. If the phone doesn’t ring, you don’t have another project meeting to go to even

Brandon Burton 22:45
wide open.

David Brown 22:46
All of a sudden, it’s like, you know, I thought I had 1000 people that just needed to talk to me every day. And they did when I was the head of the chamber. But now there’s somebody else there and your time is over, those calls don’t come. And so you’re really dependent upon yourself to figure out what you’re going to do next.

Brandon Burton 23:05
Right. So how has that transition worked for you with staying busy after leaving the chamber? And do you have a clear enough vision? Yeah, looking back. I mean, it’s been a little bit now to be able to look back and say, I feel like I plan? Well, and

David Brown 23:19
I think so for me, I said, Look, I think I want to work about 25% of the time, and I want to make about this much money. And I had to see if that was possible. And so I’ve got a couple of clients that I’m working with in the Omaha area, and I’ve got work with Nebraska, I mean, next generation consulting with Rebecca. And that feels about 25% of my time. And I’m, it’s working well, I’m enjoying what I’m doing. What I really had to figure out is, as I mentioned earlier, pulling back away from this computer and turning everything off and just going to do sometimes nothing. Many most times something but still just realizing that retirements about 75% of my time right now. And it’ll be that way for probably five years, I think. Then five years from now we’ll reassess and to say, you know, is it something that I really want to keep doing? Or is it time to really sort of hanging up and by then I’ll have figured out all the other stuff that we’ll be doing that I’m missing by having 25% of my time, taken up by consulting, but I must admit I’m having a blast. Rebecca and her team are fun to work with. They have really fun projects. I’m working in Des Moines right now with her on a project. I’ve worked a little bit with her on the Iowa City project. There’s a whole bunch of projects coming up down the pike for communities that are doing 20 year visions. And I’ve got an interesting perspective because I was the customer of this for a long time. Now I’m learning about what’s behind the curtain. How’s the sausage really being made and how is it actually happened? And those two blended together, I think add a nice complement to Rebecca and her team.

Brandon Burton 24:58
Yeah, well and you also come from a unique perspective where you’ve been in different parts of the country, Indiana and South Carolina and Nebraska to be able to see how different things work and taking ideas from what’s worked in other communities. And of course, your network of other chamber professionals you’ve met throughout your career, I mean, great resources to be able to rely on and really develop a good strategy for for change very

David Brown 25:23
much. So I think the work in ACCE that I did when I was in that on that board are involved in committees, you meet a lot of great people there. And so naledi able to use those, that network that you’ve created. But you really, really think about who are the thinkers in this business, and they were the ones that I can call and say, Hey, what would you do about this, or something happening in your community that would help us resolve that. So this network is still there. Chamber execs move around is that they do in every profession, but I keep track of them, they make sure that I’m talking to folks on a pretty regular basis, just to make sure I know what’s going on out there that don’t get stale, by it has been a lot of fun to see peers out there in the field doing this work. And to see the kind of issues that they’re coming up with, you know, they’re dramatic and dynamic and really forward thinking that can change communities and most communities do need to change just because 20 years from now is gonna be different than it is today. So it’s so far it’s work.

Brandon Burton 26:22
Right? So you brought up an important thing to discuss, I believe, is that chamber execs that move from one chamber to another and it happens a lot. You talked about the transition of leaving chamber world and going into retirement. What how about the transition of, you know, exiting one chamber going to another Are you still looking at the timing should what sort of things should be considered here before someone leaves one chamber to another?

David Brown 26:50
Well, I’ve always I went, as you mentioned, I went to from four or five different organizations. And for me, it was always about maybe a larger community with different challenges. In one case, as you mentioned, geography was important, we had an opportunity to do some work in the south, and we had my wife and I had never lived there and never worked there. So it was an opportunity to kind of experience what was going on there. Which is, you know, each of the regions of the country do economic development differently. I think, weather brother says a lot about that. But we were able to learn a lot, you need to go different places. So so for me to make a decision to leave it was always about am I gonna get to something bigger, maybe something better, I didn’t want to be at a place that was so big, that chambers couldn’t have an impact. So I kind of moved around to I got to a point where I was picking the right size city with the right size chamber that had the right level of gifted authority, even if it wasn’t official authority to get things done. So you have to think about that it is not a matter of just lateral moves, I think you got to think about where you want you where your skill set might be the most useful. And then, you know, when you when you do make a transition, one thing you really got to keep in mind, your contact list doesn’t help you a little liquid you move to the new town. The things that give us strength as chamber execs is the network that we build automatically. And your contact list was was my contact, this was the envy of just about everybody in town, because I had, I knew millions of people that seemed like and knew how to get in touch up, I didn’t know the number off the top of my head, then you move to another town, it’s like, well, I know 12 People, six of them were on the search committee. Six of them ran the executive at the board. And nobody else it takes a lot of than focus energy to get to know people and and make that network another part of that that resource that makes you so valuable in the community. So that’s that was the one thing that surprised me. Every time I left somewhere, I figured this is going to really be valuable. Take my rolodex with me. And

Brandon Burton 28:54
yeah, so we’re seeing a lot of changes in chamber world right now. You know, transitioning from one chamber to another, any tips on how to build those networks in the new community? Yeah, I

David Brown 29:05
always thought and I think in his last gig, even though it was back in 2003, it was about just being everywhere at once for that first 100 days. And it had to be everywhere talking to everybody. They had to I always thought that they had to see that my level of energy was going to be far greater than anyone else’s, that I was going to be aggressive about meeting people. That was gonna follow up on things that I said I would do mean that building the network with the key decision makers, and maybe even the next tier was just crucial. And so I would, despite what communities might put in front of you and say, Here’s we want you to get done 100 days, in that first 100 days, the most important thing you can do is become part of the community. People got to know you, they got to see you. They’ve got to shake your hand. And they’ve got to know they can actually call you and you’ll remember them make a difference. There’s no greater compliment you can pay it anyway. And then you remember them when you see them or remember them when they call you. And that’s work. You know, it isn’t like you’re going to be networking, you are going to be networking, you know, 1215 hours a day. But you need to remember who you met. And you need to know, we have to have a system in place to do that. And so if you can do that, that makes everything else work. Now, people will say, Well, yeah, he’s part of the community, he’s working really hard to become part of the community. And let’s, let’s give him a chance to see if he can really do what he says he can do. Yeah,

Brandon Burton 30:28
like that. So I’d like to ask just in general, for chambers listening, what tip or action item might you have for them if they’re looking to try to elevate their chamber up to the next level?

David Brown 30:43
So I have found that I mentioned a little bit earlier, chambers have no authority to do a damn thing, right? I mean, we weren’t elected. We weren’t appointed, you know, we got we’ve got momentum behind us because of our membership or because of the projects we work on. But, frankly, we have no legal reason why anybody would listen to us come to a meeting and do anything like that. For me, the way we engage the community and other leaders was what made us the big convener that we were. So I found during COVID. And during the social unrest following the George Floyd’s death, and since then, that the biggest resource I had was the number of other leaders, particularly in nonprofits or government entities, that I counted as more than just acquaintances that trusted me and I trusted them. And then we did things together. Because during COVID, that meant that we picked up the phone and call each other and met as a group and said, How can we help solve this, and we’ve problem solved together because we trusted each other. But trust doesn’t just come overnight, and not just based on need, because there’s a catastrophe around. It’s something you build over time. So I think, you know, chambers can’t do everything, and they’re not supposed to do everything. But United Way’s are the same way. They’re not supposed to do everything. But they’re important parts of the social fabric of a community. We mentioned the Urban League in Omaha, we used them as a partner, because we knew that we were becoming more and more diverse. And we needed to have a diverse voice telling us what was going on in the community. So we ended up with about 75 partner organizations that we worked with on any given day. And I could tell you, which of those organizations were interested in what issues and we constantly pulled them in. And those discussions and they did the same thing. You gain sort of sort of a mutual credibility. So if they get the chamber involved, they can say the chambers were this and that all of a sudden, the Chamber credibility is layered on top of their own. And vice versa. You know, if you say United Way, as a partner with us, all of a sudden, all those folks that are united way fans and maybe not too terribly engaged in the chamber, all of a sudden become people that want to be involved with you, too. So I think a way you can help build your chambers ability to get things done, is engaging with other leaders, and building a network and a collaborative process and engaged leaders of other organizations who might also not have any authority to do anything. But just by virtue of the organization they represent and the numbers they have and the commitment their boards have, you can get more done together,

Brandon Burton 33:10
strengthen numbers, for sure. So going back to the analogy of skating to where the puck is like asking everyone how they see the future of chambers going forward.

David Brown 33:24
Yeah, you know, I’ve always thought that chambers are. They’re underestimated by how much they can get done by in building a community. All the things we’ve talked about here, from identifying resources to dealing with other leaders to doing strategic planning and thinking big picture. Those are really about building your community. And chambers have historically, maybe not been in that space. But if you do it right, you can be about the business of making your community successful for the next 2030 4050 years. And sometimes that means changing things being the disrupter. And I think that’s the future of chambers chambers are have to be able to create and a sense that they are more than just an organization that helps build networks. They have to be more than the other the organization that does economic development, if your chamber does economic development or public policy or via whatever those things are, that you’re focused on. Because chambers need to be thinking big picture about what that community needs to be like. And there’s nobody out there really that is paid to do that. You know, they’re if they’re an a planning organization within a community, they get caught up in the same things that chambers get caught up in the minutiae of getting something done out the door on deadline. Chambers, I think have the the ability to bring all kinds of resources to the table to think about what needs to happen next. And then to be about the business of building it. So Having the chamber the future is one that’s in the middle of major conversations and all their communities and talking about the future, and then seeing that future become reality.

Brandon Burton 35:09
I love that. No, it goes back to having that vision, you know, seeing what your community can become, and then back backtracking that into today and then making the steps to get there to the future. So,

David Brown 35:21
you know, it’s important that that vision isn’t just yours, it can’t just be able to change. And is this the United Way’s vision is that and your believes is that there needs to be a community, and really a regional vision that people realize is put together by lots of voices and are supported by lots of different folks that they can relate to?

Brandon Burton 35:39
Yeah, and the regional emphasis is becoming more and more important to

David Brown 35:42
our reasons really big. I think we all learned during the pandemic that there were no local answers. There were all regional, state and, and federal, or even large region answers. And I think you can go back and look at a lot of those different scenarios that happened over the years. And we’d all be surprised by how many times we went to a regional response, rather than just a local response. You know, parochialism is dead. community pride isn’t by being proactive about your decision and your actions really isn’t going to be an effective way to function moving in the future,

Brandon Burton 36:15
I don’t think, right? Absolutely. David, it’s been fun having you back on the podcast with us, I’d love to give you an opportunity to share any contact information for anyone who wants to reach out and connect with you or next level consulting, what would be the best way to reach out and

David Brown 36:31
I’m going to give you two ways to do that. I’ve got a Rebecca Ryan, email address. So it’s real simple. It’s DB@RebeccaRyan.com. So you can you can reach me there whenever you want to, if you want to chat about what we’ve done, or how we do it, or how you might be able to work with next generation on a project. And I’ll give you my cell number every most everybody in the world has it. So it’s 402-616-4175. Feel free to text me or call me and I’ll be happy to reach back out and talk to you.

Brandon Burton 37:04
Alright, David’s phone, he said has not been ringing since he retired. So let’s make a new order up and stay right. David, thank you for coming back on the show with us. It’s great to hear about this transition into retirement to still have that fire for community development. And glad to see you’re still heavily involved with the work of helping to develop communities.

David Brown 37:29
Appreciate that. Thanks for having me on again, Brandon. I appreciate it.

Brandon Burton 37:33
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