Reboot IT - 501(c) Technology: Recent Episodes
Dave Coriale, CAE
DelCor president, Dave Coriale, CAE, explores all things association and nonprofit tech! Great guests and insights that will help you navigate IT trends and best practices. Host: Dave Coriale - Producer: Pete Leinbach
Dave wraps Season 7 of Reboot IT with Gretchen Steenstra, VP, Client Strategy at DelCor, and a discussion on how organizations can get unstuck and find success with their technology initiatives. Gretchen shares insights from her experience working across multiple organizations, exploring the balance between strategy and execution, the importance of adoption and change management, and how CEOs, CIOs, and business leaders each contribute to achieving success.
Themes and Topics:
The Balance Between Strategy and Execution
- Organizations often lean too heavily toward either visionary strategy or detailed execution; success requires both.
- Strategy sets direction, but execution delivers results and the two must continuously inform each other.
- Periodic “zoom out” moments are essential to ensure execution is still aligned with strategic goals.
Alignment Across the Organization
- Technology is no longer separate. IT plans must align directly with organizational strategy.
- CIOs play a critical role in connecting leadership vision with operational reality.
- Alignment requires continuous communication between leadership, staff, and partners.
The Role of the CEO and Leadership
- CEOs should connect high-level vision to day-to-day operations without getting lost in the details.
- Leadership can remove blockers, balance priorities, and champion initiatives effectively.
- Leadership alignment helps teams understand how their work contributes to the organizational mission.
The CIO as a Translator and Negotiator
- CIOs act as intermediaries between business needs, technology teams, vendors, and security requirements.
- They must balance usability and security, often negotiating trade-offs between the two.
- CIOs also serve as escalation points when projects stall or teams hit roadblocks.
Adoption and Change Management
- The real work begins after launch. Long-term adoption determines success.
- Organizations often underinvest in post-launch behaviors and process changes.
- Preventing “backslide” requires ongoing reinforcement and attention to how people actually work.
Building Tech Literacy and Cross-Functional Collaboration
- Business leaders must develop a baseline understanding of how systems connect and interact.
- Cross-functional planning (marketing, finance, IT, membership) helps surface risks early.
- Mapping the full customer journey, from awareness to transaction to delivery, improves outcomes.
In this episode of Reboot IT, host Dave Coriale sits down with Vinnu Deshetty, Product Manager at the American Chemical Society, Event ROI Coach, and longtime PCMA instructor, to discuss the evolving role of technology in events. They explore how AI is reshaping planning and analytics, how associations can better serve exhibitors and attendees, and why intentional innovation matters more than ever. Vinnu shares practical insights on avoiding “shiny tech syndrome,” aligning tech with business goals, and using data to drive meaningful outcomes. The conversation highlights the importance of purpose-driven decisions in delivering real value from events.
Themes and Topics:
The Current State of Event Technology
- Events are operating “between four and five” in tech adoption, reflecting strong progress with room for improvement.
- Associations are balancing traditional goals like attendance with new expectations for engagement and personalization.
- AI is accelerating innovation while increasing complexity in tool selection.
Purpose-Built Event Tech (Not One-Size-Fits-All)
- Technology is now tailored to planners, attendees, and exhibitors instead of being one broad solution.
- Vendors are solving specific pain points like workflows, engagement, and lead generation.
- Comparing solutions is more complex because platforms are no longer “apples to apples.”
AI’s Growing Impact on Event Operations
- AI is reducing manual work, like building session schedules.
- Systems can learn from past data such as session ratings and attendance trends.
- Predictive analytics and real-time insights are becoming more common in decision-making.
Data Strategy: Start with Intent
- Organizations often collect too much data without a clear purpose.
- Defining the questions upfront is critical to making data actionable.
- Focusing on a few key goals prevents teams from trying to “boil the ocean.”
Exhibitor Expectations and ROI Pressure
- Exhibitors are asking sharper questions about ROI and measurable outcomes.
- Associations compete with alternative marketing channels for sponsor dollars.
- Integrated systems now provide better insights into lead generation and attendee behavior.
Change Management and Innovation Mindset
- Innovation requires intentional planning, not just adopting “shiny” tools.
- Pilot programs and incremental changes help reduce risk.
- Understanding stakeholder impact is essential before rolling out new technology.
In this episode of Reboot IT, host Dave Coriale, president of DelCor, sits down with Joe Carr, Vice President of Information Technology at the American Academy of Ophthalmology, who shares how “light governance” can encourage experimentation while still protecting member data and intellectual property. They also discuss IT’s evolving role as an enabler rather than a gatekeeper, the importance of data hygiene and content management, and why fostering an entrepreneurial mindset matters more than chasing the perfect AI policy. The conversation offers guidance for IT leaders and non-technical staff alike on how to safely and usefully integrate AI into daily work.
Themes and Topics:
Light AI Governance vs. Overengineering
- Keeping AI governance policies short (3–5 pages) and written in plain language.
- Establishing “rules of the road” instead of rigid, draconian controls.
- Allowing experimentation while increasing oversight for sensitive data use.
IT’s Evolving Role: From Gatekeeper to Enabler
- IT provides secure platforms, guardrails, and integration—not every AI solution.
- Encouraging staff to explore AI independently within safe environments.
- “Making the sandbox” so staff can build their own solutions.
Multiple AI Tools, One Strategy
- Supporting several leading platforms (Copilot, Claude, OpenAI, Gemini) based on use cases.
- Focusing on how tools are used, not controlling which tool is used.
- Ensuring security, legal review, and IP protection across platforms.
Data Hygiene and Content Management as AI Foundations
- Recognizing that outdated or unmanaged content can undermine AI results.
- Shifting from document retention to true knowledge management.
- Designing content and websites so AI can surface accurate, relevant information.
Encouraging AI Curiosity Through Culture
- Using non-IT staff to demonstrate real-world AI use cases.
- Hosting lunch-and-learns, showcases, and Teams channels for sharing ideas.
- Executive support as a key driver of experimentation and adoption.
Entrepreneurial Thinking and Mission Alignment
- Embracing experimentation and being willing to fail safely.
- Using AI to rethink workflows, not just automate existing tasks.
- Tying AI initiatives back to organizational mission and business goals.
In this episode of Reboot IT, host Dave Coriale, president of DelCor, sits down with Kelly Henseler, Marketing and Communications Director at INCOSE, to discuss how associations are actually using AI, and where they’re struggling. Kelly shares what she’s seeing across the community, from rapid adoption by individual contributors to the lag in executive-level strategy and guardrails.
The conversation explores member trust, disclosure, brand integrity, ROI-driven adoption, and how associations can avoid blending into the growing “sea of sameness.” This episode offers practical, grounded advice for marketing and communications professionals navigating AI from both the bottom up and the top down.
Themes and Topics:
AI Adoption in the Association Community
- Individual contributors are adopting AI quickly, especially for content creation.
- According to ASAE’s State of Associations, 87.5% of associations are using AI for content creation.
- Executive teams often lag behind in setting strategy, policies, and guardrails.
Executive Strategy vs. Individual Use
- Organizations need to decide whether they’re encouraging adoption or putting guardrails in place.
- Conversations with leadership should start by understanding where the organization already is.
- Bringing concrete use cases and benchmarking data helps move executives forward.
Guardrails Beyond Data Privacy
- Guardrails aren’t just about PII and intellectual property.
- AI tools can blur role boundaries, especially in design and brand ownership.
- Access to tools like Canva AI should align with staff roles and responsibilities.
Trust, Transparency, and Disclosure
- Member trust can erode even when AI use is disclosed.
- Members want reassurance there are still humans behind the organization.
- Disclosure practices are evolving and require thoughtful, consistent approaches.
Avoiding the “Sea of Sameness”
- AI-generated content often looks and sounds the same across organizations.
- Prompt writing and human editing are critical differentiators.
- Associations must protect and reinforce their unique brand voice.
ROI, Upskilling, and Practical Wins
- ROI is the most effective entry point for AI conversations with leadership.
- AI can dramatically speed up content repurposing across channels.
- Upskilling staff and creating brand and editorial guidelines are essential first steps.
In this episode of Reboot IT, host Dave Coriale, President of DelCor, sits down with Katherine Bayless, Senior Director of Data and Analytics at the Consumer Technology Association, to discuss how associations are evolving in their use of data amid rapid advances in AI. Katherine shares candid insights on data governance, trust, hygiene, and why “fast crawling” with data is becoming more effective than rigid crawl-walk-run models. Together, they explore how AI is reshaping data-driven decision-making, shifting the focus from literacy to fluency, and why curiosity is now the most critical skill for association professionals. This conversation offers practical guidance for both staff leaders and executives navigating data maturity in an AI-driven future.
Themes and Topics:
Where Associations Really Are with Data
- Data maturity across the community averages around a “two-and-a-half.”
- Governance has value but can become a “weaponized stall tactic” if it blocks action.
Trust, Hygiene, and the Reality of Imperfect Data
- Trust in organizational data often skews low, even when data exists.
- “All data is wrong. Some data is useful,” depending on how it’s applied.
Rethinking Crawl, Walk, Run in an AI World
- Many organizations never truly reach the “run” stage.
- AI enables a faster, messier crawl that delivers value sooner and sparks curiosity.
AI as a Catalyst for Better Questions
- AI shifts teams from deterministic questions to probabilistic “what if” thinking.
- Execution is now cheap, making experimentation and iteration easier than ever.
From Data Literacy to Data Fluency
- The goal is fluency—using data naturally as part of everyday work.
- Data teams must move from being interpreters to capability builders.
Culture, Curiosity, and Organizational Enablement
- Curiosity is now “the currency of the moment.”
- HR, IT, and leadership must partner to create space for experimentation, not just training.
In this special guest‑hosted episode of Reboot IT, KiKi L’Italien takes the reins and chats with Trevor Mitchell (President and CEO, IAVM) and Dave Coriale (President, DelCor Technology Solutions) to explore why associations struggle with tech decisions and how decision discipline can change everything. They dig into readiness, risk, AI pressure, and the myths leaders tell themselves when urgency takes over. Whether you're facing shiny objects, data distrust, or board confusion, this candid conversation shows how to make clearer, more confident choices that actually move your mission forward.
Themes and Topics:
The Tension Behind Tech Spend
- Leaders face simultaneous pressure: money, risk, staffing capacity, and board expectations.
- Urgency leads to chasing trends instead of linking choices to business objectives.
- “Tech spend” triggers spiraling questions, often without shared understanding.
Readiness as a Cultural Indicator
- Readiness isn’t about money; it’s about the capacity to adopt change and adjust processes.
- Associations overestimate their ability to implement and manage change.
- Leaders who frame technology as strategic (not operational) increase alignment and reduce risk.
Maturity Models and Shared Language
- The 501(c) IT Maturity Model™ gives leaders a common vocabulary to make decisions.
- Assessment creates clarity: “What’s real?” instead of “What we assume.”
- The alignment portfolio becomes a roadmap, not a report card.
AI Pressure and the Myth of “We Need This Now”
- Boards and members introduce AI ideas before assessing readiness.
- Smart leaders pause to ask whether AI aligns with strategic direction.
- Buying prematurely creates more problems than it solves.
The Most Common Decision Mistakes
- Believing a new system will “solve everything.”
- Relying on vocal minority feedback when making tech decisions.
- Letting minutiae, or fear of user reaction, delay well‑planned initiatives.
What Improves Decision Quality in the Next 90 Days
- Create a repeatable decision-making framework for all major tech choices.
- Move from data-driven to data-informed decisions.
- Operationalize assessment findings inside everyday project management tools.
In this episode of Reboot IT, host Dave Coriale, President of DelCor, sits down with Andrew Leggett, Director of Cybersecurity at DelCor, and Chris Ecker, Chief Technology Officer at DelCor, to unpack two critical cybersecurity topics every association and nonprofit should be thinking about right now: phishing‑resistant MFA and preparing your Microsoft 365 environment for Copilot. They discuss why passkeys truly improve the user experience, how oversharing in Microsoft 365 creates risk, and what steps organizations must take before deploying AI tools. This conversation is packed with practical guidance leaders can act on immediately.
Themes and Topics:
Why It’s Time to Level Up Your MFA
- Traditional MFA isn't enough anymore with modern phishing attacks.
- FIDO2 passkeys make logging in easier for your staff, not harder.
Passkeys Are Way Simpler Than Passwords (Really!)
- A short PIN or FaceID is more secure than a long, complex password.
- Your device’s TPM chip keeps those credentials locked down safely.
How Modern Phishing Tricks Users, and What Stops It
- Attackers now steal MFA approvals and ride along on active sessions.
- Phishing-resistant MFA shuts the door on those token-harvesting scams.
Before You Turn on Copilot, Fix How Your Association Shares Files
- Years of sharing files without guidelines or guardrails can create hidden risks.
- Copilot can surface any file users have access to, even old oversharing.
Why 365 Sharing Settings Matter More Than Ever
- Users must run their own OneDrive reports (admins can’t see it all).
- SharePoint tools help find where HR, finance, or executive docs may be exposed.
Leadership Buy‑In Makes or Breaks These Upgrades
- Change management matters, especially if the C‑suite wants exceptions.
- Passkeys also offer a chance to simplify tools and retire extras like Duo.
In this episode of Reboot IT, host Dave Coriale, President of DelCor, sits down with David Stephenson, SVP of Technology at Entrepreneurs’ Organization, to unpack what true collaboration really means in associations and nonprofits. Together, they explore the difference between transactional vendor relationships and deep strategic partnerships, how to build psychological safety within project teams, and why honest dialogue is essential for successful outcomes. David also shares practical tactics for selecting partners, navigating conflict, and reducing organizational risk through collaborative practices.
Themes and Topics:
What Collaboration Really Is (and Isn’t)
- Collaboration isn’t about being nice or making sure “everyone’s at the table.” It’s about having the right mix of people with different perspectives.
- When everyone thinks the same and has the same motivations, you end up with polite agreement, not real progress.
- There’s a big difference between just enlarging a meeting and actually collaborating with intention.
Getting the Right Mix: Staff, Members, Vendors, and Partners
- Associations juggle vendors, partners, staff, and members, each with different levels of involvement and motivation.
- David distinguishes between people who are in the weeds with you (like design and development partners) and those who play a key but more behind‑the‑scenes role (like hosting providers).
- Upfront, he works to get everyone on the same page: What problem are we solving? What role do you play? What’s your motive (and recognizing that everyone has one, and that’s okay)?
Vendors vs. Partners: Building the Right Kind of Relationship
- In his head, David does see a spectrum: some are more transactional services (SaaS products, integration tools), while others are strategic partners who need to understand mission, business objectives, and strategy.
- He tries not to use the word vendor in conversation and instead works to make everyone feel like a partner, even if their role is more narrow.
- When negotiating, he looks for a fair outcome on both sides — if a partner walks away with “really thin margins,” you end up with constant “change order” moments and a strained dynamic from day one.
Honest Dialogue, Healthy Friction, and Psychological Safety
- David values partners who can say things like “That’s just not possible,” or “That doesn’t align with the strategy you described,” instead of always saying yes.
- He expects and welcomes friction and hard conversations around timelines, costs, and expectations. If there’s zero friction, something’s probably off.
- Psychological safety is key: people need to feel they can disagree, say “I don’t think this is working,” or ask tough questions without fearing for their job, contract, or relationship.
Doing the Work: Projects, Postmortems, and “Disagree but Commit”
- David admits he hasn’t “cracked the code” on postmortems, but he knows they only work if people feel safe enough to speak up during the project, not just after.
- When collaboration is done well, it may feel slow at the beginning, but it ultimately makes the work go faster and smoother than siloed, go-it-alone approaches.
- He likes setting expectations from the start: speak up when it’s “cheap to disagree,” and embrace the idea of “disagree, but commit” so the team can move forward with one voice.
Collaboration as Risk Reduction for the Future
- David sees collaboration as a way to de‑risk his future; the stronger his network and partnerships, the better prepared he is for what’s coming.
- Staying insular and only looking inside your own team or organization raises your risk, especially in fast-changing areas like technology and AI.
- By collaborating widely and intentionally, associati
In this episode of Reboot IT, host Dave Coriale sits down with David Cade, CEO of the American Health Law Association, to explore how AHLA moved from talking about AI to actually using it. David shares how the organization developed policies, balanced innovation with risk, and empowered employees to experiment responsibly. He also breaks down the “triangle” of business units, IT, and leadership, and why leaders can’t afford to guide their organizations from a place of fear.
Themes and Topics:
Moving From Fear to Experimentation
- David emphasizes that leaders “can’t lead from a position of fear” when it comes to AI.
- Fear of getting it wrong is holding some organizations in the 0–3 adoption range, which risks their relevance to members.
- Instead, leaders should test, learn, monitor impact, and be willing to expand or abandon initiatives based on results.
The AI Governance Triangle: Business Units, IT, and Leadership
- AI adoption at AHLA was driven roughly 70% by business units and 30% by IT.
- Dave and David describe a triangle model:
- Business units: define needs and use cases.
- IT: handles security, integration, licensing, and scalability.
- Leadership/CEO: sets culture, protects IP, and champions smart change.
- When one side dominates (IT control, business “run amok,” or absent leadership), AI efforts become lopsided and less effective.
Real AI Use Cases at AHLA
- AHLA uses AI to generate a weekly podcast from existing content—no human host needed—creating new value from existing assets.
- AI tools support marketing content creation, improving speed and clarity without eliminating positions.
- AHLA explored using AI to unlock a decades‑deep archive for members, learning where cost, scale, and accuracy become limiting factors for smaller associations.
Staff Enablement, Training, and Culture
- AHLA discovered both extremes: some staff moving too fast with unvetted tools, others refusing to use AI at all.
- They created a tool inventory, embraced specific platforms, and pulled hesitant staff in with the clear message: these tools are part of doing your job well.
- Internal lunch‑and‑learns and “each one teach one” sessions help reduce fear, demystify tools, and showcase how AI can accelerate everyday work.
Legal, Ethical, and Accuracy Considerations
- In the legal community, bars and courts are requiring disclosure when AI is used in client work or court filings.
- David draws a line between tools like spellcheck (enhancing what you wrote) and having AI generate entire arguments or articles that aren't truly “yours.”
- He stresses that AI outputs must be reviewed, adopted, and owned by humans, especially given risks like hallucinated cases, outdated standards, and embedded bias.
Where Associations Are on the AI Adoption Curve
- David sees most associations in the 6–8 range of AI adoption, with a few early lightning rods in the 9–10 space.
- A minority remain in 0–3, often due to fear or misunderstanding, which he believes will make them less relevant to members over time.
- Members are already using AI themselves—associations that don’t keep up with how their communities work risk falling behind their own audiences.
In this episode of Reboot IT, host Dave Coriale sits down with Colleen Gallagher, President & CEO of Onward and Upward, to talk about how associations are using AI as more than just a tool—they’re treating it like a thought partner. Colleen shares real-world examples of AI helping with PR strategy, repurposing research, and freeing up time for small-staff associations. They also dig into why authenticity matters, how to set guardrails, and what it takes to make AI work without losing your human touch.
Themes and Topics:
AI in PR, Communications, and Research
- A national IT and workforce association used a custom GPT trained on PR strategy to brainstorm ideas and create strategic plans.
- AI helped identify targeted journalists and outlets for a research report, saving days of manual research and landing coverage that previously seemed impossible.
- AI transformed 100-page technical reports into member-friendly summaries, increasing engagement without replacing original research.
Small Associations Leveraging AI
- A small-staff association implemented an AI policy early, focusing on transparency and data protection.
- Weekly meetings encouraged staff to share AI use cases, leading to automation of job aids, survey analysis, and content repurposing.
Efficiency vs. Authenticity
- AI accelerates workflows, but human editing and fact-checking remain essential, especially in technical fields.
- Associations intentionally keep a “human roughness” in writing to avoid robotic tone and maintain authenticity.
Disclosure and Transparency
- Best practice: note when AI supports content creation (e.g., “This article was assisted by AI and edited by a human”).
- Transparency builds trust, even if disclosure norms evolve over time.
Infrastructure and Security
- Before implementing tools like Copilot, associations must secure their infrastructure and protect intellectual property.
- Data fencing and cybersecurity measures prevent unintended exposure of sensitive information.
AI as Amplification, Not Replacement
- AI should enhance human creativity and capacity, not erase it.
- The real win is amplification—doing more with the same resources while maintaining trust and authenticity.
In this episode of Reboot IT, host Dave Coriale sits down with Mike Robichaud, IT Director at the Brewers Association, to explore how his organization is embracing AI to enhance staff productivity and deliver greater value to members. Mike shares insights on their two-pronged AI strategy, internal adoption challenges, and how they’re building trust and security around proprietary data. This conversation is packed with practical ideas for associations looking to move beyond AI experimentation and into meaningful implementation.
Themes and Topics:
Crafting an AI Strategy
- Two-pronged approach: internal staff tools and member-facing AI agent.
- Focus on augmentation, not job replacement.
- Aligning AI initiatives with organizational goals and member success.
Driving Staff Adoption
- 71% of staff were already using AI before rollout; 66% used ChatGPT.
- Use cases include brainstorming, data analysis, and document creation.
- Idea-sharing through informal showcases to inspire broader adoption.
Enhancing Member Value
- AI agent trained on proprietary “BAMO” data for personalized support.
- Enables conversational access to complex resources like regulations.
- Goal: make finding information easier and more intuitive for members.
Building Trust and Security
- Strong vetting of platforms for data privacy and compliance (GDPR, SOC 2).
- Clear boundaries: proprietary data stays internal and is not used to train external models.
- Legal review and communication plan to address staff concerns.
Tools and Technology Choices
- Internal: ChatGPT Enterprise for staff workflows.
- Member-facing: Chatbase integrated with ChatGPT-5 for custom training.
- Features like SSO, connectors, and compliance were key selection criteria.
Looking Ahead
- Soft launch internally; member-facing tool in testing phase.
- Refining tone and personality of AI agent for better engagement.
- Marketing plans and use cases to drive member adoption.
In this episode of Reboot IT, host Dave Coriale sits down with DelCorians Gretchen Steenstra and Kelly Gardner to unpack key takeaways from the AMS Fest Selection Bootcamp. They discuss how associations can streamline AMS selection by focusing on high-value areas, why integration planning is critical, and where AI fits into the process. From vendor relationships to the importance of honest conversations, this episode is packed with practical advice for association leaders preparing for technology change.
Themes and Topics:
Smarter AMS Selection
- Focus on requirements that deliver financial value or direct member benefits rather than every possible feature.
- Avoid distractions from low-impact features or niche tools during initial selection.
Integration Planning
- Identify all systems that need to connect with your AMS (LMS, event registration, e-commerce, FMS, etc.).
- Communicate integration needs early, including key data points like member ID and email.
Data Management (Without the Jargon)
- Map your ecosystem of systems and data flows to understand dependencies.
- Use simple language like “data management” instead of intimidating terms like “data governance.”
Stakeholder Engagement
- Build a diverse core team (finance, marketing, membership, education) for balanced input.
- Encourage open and honest communication to avoid knowledge silos and missed requirements.
Writing Requirements
- Understand that requirements are hard to write. Start with workflows and member journeys.
- Clarity and specificity are critical for vendors to configure systems correctly.
The Role of AI
- AI can help summarize RFPs and compare vendor responses—but it should support, not replace, conversations.
- Avoid using AI to shortcut discovery; it can perpetuate legacy processes and miss deeper improvements.
In this episode of Reboot IT, host Dave Coriale sits down with Justin Burniske, Co-Founder of Volunteer Me at Meta-Dao, to explore how associations can improve the volunteer experience. They discuss strategies for recruiting beyond the usual pool, setting clear expectations for volunteers, and leveraging technology to streamline processes. Justin shares insights from his work with associations and his experience on the ASAE Tech Council, offering practical tips for creating inclusive, efficient, and rewarding volunteer programs.
Themes and Topics:
Volunteer Recruitment Done Right
- Move beyond the same networks—expand your reach for diversity and inclusion.
- Use segmentation and targeted marketing instead of blasting everyone.
Setting Clear Expectations
- Define time commitments and responsibilities upfront.
- Communicate rules of engagement to avoid confusion and frustration.
Streamlining Selection and Management
- Shift from subjective choices to structured, criteria-based evaluations.
- Stop drowning in spreadsheets—centralize data for efficiency.
Leveraging Technology and AI
- Volunteer platforms can automate workflows and improve transparency.
- AI can help—but beware of reinforcing historical biases.
Creating a Positive Volunteer Experience
- Make opportunities easy to find and filter (e.g., by time commitment).
- Follow up with applicants—especially those not selected—to keep them engaged.
In this episode of Reboot IT, host Dave Coriale meets up with friends and fellow podcasters KiKi L’Italien, Dave Will (PropFuel), and Joanna Pineda (Matrix International) for a lively roundtable recorded live at ASAE Annual 2025 in Los Angeles. The group dives into the intersection of technology, culture, and brand in associations, exploring how tools like AI and VR can either enhance or hinder human connection. From frustrating banking apps to virtual mini-golf team building, they share candid stories, laughs, and lessons on how to implement tech that truly serves people.
Themes and Topics:
Tech That Builds, or Breaks, Trust
- Poorly implemented tech can damage brand perception and member confidence.
- Frustrating digital experiences (like banking apps or chatbots) drive people offline.
- Associations must prioritize usability and member experience from the start.
AI, Anxiety, and Adoption
- AI can amplify human connection, but only when introduced with clarity and care.
- Staff need reassurance and transparency about how AI will impact their roles.
- Leaders must model curiosity and create space for experimentation.
Play, Curiosity, and Culture
- Weekly AI showcases and VR mini-golf are helping teams stay creative and connected.
- Playful, low-stakes experimentation builds confidence and sparks innovation.
- Culture thrives when leaders encourage curiosity and celebrate learning.
Usability Testing: The Missing Link
- Many associations skip or underinvest in user testing, leading to failed rollouts.
- Even minimal testing can reveal major usability issues before launch.
In this episode of Reboot IT, host Dave Coriale sits down with Artesha Moore, President and CEO of Association Forum, to explore the evolving role of artificial intelligence in associations, the importance of unleashing talent, and the mindset shifts required for modern leadership. Artesha shares her bold approach to AI adoption, her expectations for staff engagement, and her belief in lifelong learning as a leadership imperative. From practical experimentation to philosophical reflections, this conversation is packed with insights for association executives navigating the future of work.
Themes and Topics:
AI Adoption & Experimentation
- CEOs must move beyond policy and into hands-on experimentation.
- AI tools like Copilot and ChatGPT should be used to enhance, not replace, talent.
Leadership Expectations
- AI literacy is now a performance expectation for staff.
- Leaders must model curiosity and share their own use cases.
Strategic HR & Learning
- HR should lead AI skill development and integrate it into hiring and performance.
- Lifelong learning applies to all ages, especially older professionals.
Ethical Influence & Industry Impact
- Associations have a unique opportunity to guide ethical AI adoption in their industries.
- Missions should include shaping the future, not just serving members.
Partnerships & Practical Training
- Association Forum partnered with DelCor to deliver hands-on AI labs.
- Real-time training revealed gaps even among certified professionals.
In this episode of Reboot IT, host Dave Coriale sits down with Ben Muscolino, CEO of Breezio, Data Sangria, and co-founder at Vortacity, and Ryan O'Donnell, CTO at Vortacity, to demystify cybersecurity for associations and nonprofits. They explore the evolving threat landscape, the importance of proactive security measures, and how organizations can build a culture of cybersecurity without fear or shame. From phishing-resistant MFA to red team engagements, this conversation is packed with practical advice for leaders and IT professionals alike.
Themes and Topics:
Cybersecurity Culture and Leadership
- Cybersecurity must be embraced across the organization, not just by IT.
- Leaders should foster a “shameless and blameless” environment for open dialogue.
- Culture impacts how teams respond to threats and education efforts.
Phishing and Account Takeover Risks
- Phishing remains the most common entry point for breaches.
- Attackers often dwell silently before exploiting access.
- Social engineering tactics are becoming more sophisticated.
Cybersecurity Maturity
- Organizations should progress from asset inventory to vulnerability scans, pen tests, and red team engagements.
- Skipping foundational steps can lead to ineffective or costly security efforts.
- Tailoring assessments to organizational needs is key.
Penetration Testing and Red Teaming
- Pen tests simulate real-world attacks to expose vulnerabilities.
- Red team engagements test people, processes, and systems under stealth conditions.
- Trusted agents within the organization coordinate red team efforts discreetly.
Deception Technology and Canary Tokens
- Canary tokens act as tripwires to detect post-compromise behavior.
- These tools are low-cost and high-impact for early breach detection.
- Ideal for organizations with limited cybersecurity resources.
Budgeting and Advocacy for Cybersecurity
- Cybersecurity is often the first to be cut during budget reviews.
- IT leaders must communicate risk in terms of cost and organizational responsibility.
- Starting small is better than doing nothing—get from zero to one.
In this episode of Reboot IT, host Dave Coriale, President of DelCor, is joined by Andrew Leggett, Director of Cybersecurity, and Chris Ecker, CTO, to explore the evolving cybersecurity landscape for associations and nonprofits. They discuss the shift toward phishing-resistant MFA, the impact of AI on cyberattacks, and the importance of layered security strategies. The conversation emphasizes how organizational culture, user training, and smart technology choices work together to protect sensitive data and systems.
Themes and Topics:
Phishing-Resistant MFA
- Traditional MFA tokens are vulnerable to interception during phishing attacks.
- Passkeys and QR codes offer encrypted, device-specific authentication.
- User experience improves with passwordless logins and fewer steps.
AI-Enabled Cyber Threats
- AI lowers the barrier to entry for attackers by automating phishing and scripting.
- Tools like Copilot can be used maliciously to locate sensitive data quickly.
- Organizations must train users to monitor prompt history and unusual activity.
Layered Security Strategy
- Effective cybersecurity requires training, monitoring, and prevention tools working together.
- Threat detection systems vary in effectiveness depending on configuration and attacker location.
- Layering includes phishing-resistant MFA, identity monitoring, and user education.
Cybersecurity Culture & Training
- A top-down approach is essential; executives must model secure behavior.
- Encouraging users to report suspicious activity without fear of blame is key.
- Training must be ongoing and integrated into organizational culture.
Copilot and Oversharing Risks
- Copilot indexes all tenant data and honors existing permissions, but overshared files are vulnerable.
- Organizations must audit and remediate permissions in SharePoint, OneDrive, and email.
- Misconfigured access can expose sensitive data like salary or ACH info.
Cyber Insurance & Compliance
- MFA is already a requirement for most cyber insurance policies.
- Phishing-resistant MFA may soon become a standard requirement.
- Organizations without it may face higher premiums or denial of coverage.
Dave gets worked up about re-evaluating business rules within organizations. Sometimes business rules are based on isolated incidents and may unnecessarily complicate future processes. Dave emphasizes the need to scrutinize these rules as they play a crucial role in requirements analysis, influencing contracts, payment processing, regulatory compliance, and more.
In this episode of Reboot IT, host Dave Coriale sits down with Ginger Ausloos, Vice President of Technology Solutions and Data Strategy at AACSB International, and Gretchen Steenstra, Director, Project Strategy and Leadership at DelCor, to explore the evolution from digital transformation to digital strategy. Ginger shares how her organization has embraced cloud-based systems, built a transparent IT culture, and developed a governance model that empowers business units. The conversation also dives into leadership styles, AI adoption, and the importance of aligning IT with organizational goals.
Themes and Topics:
Digital Strategy vs. Digital Transformation
- Ginger emphasizes that it’s time to move from digital transformation to governing and optimizing digital strategy.
- AACSB’s digital strategy sits just below organizational strategy and guides tools, communication, and member engagement.
- Many associations still focus on transformation, but the real challenge is managing change in a cloud-based world.
Leadership Through Transparency and Partnership
- Ginger uses a public-facing Monday board to share IT priorities and progress with the entire organization.
- Business units are involved in strategic planning, fostering collaboration and shared ownership.
- Her leadership style is described as “gentle maneuvers” rather than command and control.
Best-of-Breed Technology and Integration Strategy
- AACSB avoids long-term vendor lock-in, preferring 3-year contracts and best-of-breed solutions.
- A centralized data warehouse enables flexible integrations and easier system replacements.
- The organization has decoupled its AMS from other systems to reduce disruption and increase agility.
Governance and Change Management
- Ginger highlights the importance of protocols for change to avoid chaos in a cloud environment.
- The IT Steering Committee, though currently paused, played a key role in prioritizing initiatives across departments.
- Change management is reframed as adoption and strategic communication, using digital strategy as the glue.
AI Adoption and Organizational Readiness
- Ginger is pursuing a doctorate focused on AI and machine learning, but sees slow adoption at the organizational level.
- She warns that AI is being explored individually, not strategically, and leaders need to drive top-down initiatives.-
- ChatGPT-enhanced emails are not enough. Real transformation requires leadership engagement.
Professional Development and Personal Growth
- Ginger is a Six Sigma Black Belt, beekeeper, and self-described professional development junkie.
- Her journey from receptionist to VP over 20 years reflects a deep commitment to learning and leadership.
- She encourages her team to keep moving forward: “If you're not moving forward, you're being left behind.”
In this episode of Reboot IT, host Dave Coriale, President of DelCor, sits down with fellow podcasters KiKi L’Italien (former EVP Marketing & Community), Joanna Pineda (CEO, Matrix Group), and Dave Will (Co-founder, PropFuel) to discuss why technology implementations often take longer than expected. From strategic misalignment and governance bottlenecks to emotional resistance and resource constraints, the group explores the underlying causes of slow change.
Themes and Topics:
The Emotional Impact of Letting Go
- KiKi shares her experience stepping away from Association Chat after 16 years, describing a mix of grief and relief.
- Joanna reflects on taking a break from LinkedIn during a personal loss and the surprising sense of freedom it brought.
- The group discusses how identity and purpose are often tied to long-term projects, making change psychologically difficult.
Strategic Planning and Prioritization Gaps
- Associations often struggle to define clear strategic goals, making it hard to prioritize technology decisions.
- Lack of alignment on KPIs leads to confusion and stalled initiatives.
- Dave Will emphasizes that knowing what’s important makes change easier and faster.
Governance and Decision-Making Bottlenecks
- Too many stakeholders involved in decisions leads to paralysis and delays.
- Joanna suggests sunsetting committees when strategic plans change to realign focus and authority.
- Leadership must clarify who owns decisions and avoid retroactive interference.
Risk Aversion and Culture of Caution
- Associations operate in a highly visible environment, making them more cautious about failure.
- Fear of public scrutiny and investing too early in emerging tech (like AI) slows down innovation.
- Dave Will notes that experimentation is often discouraged, even when it could lead to valuable breakthroughs.
Leadership and Ownership
- Leadership must define clear goals and empower teams to make decisions without fear of being second-guessed.
- Joanna highlights the importance of psychological safety and trust in project ownership.
- Late-stage leadership involvement often derails progress and undermines team autonomy.
Resource Constraints and Internal Silos
- Many associations lack internal tech expertise or project management capacity, leading to delays.
- Misunderstanding the need for internal PMs results in stalled implementations.
- Silos between departments (e.g., marketing, membership, IT) hinder collaboration and alignment.
In this episode of Reboot IT, host Dave Coriale, President of DelCor, sits down with Adam Kuhn, IT Director and DelCor alum, to discuss the evolving role of IT in associations. From foundational infrastructure to advanced cybersecurity strategies, Adam shares lessons learned from both sides of the fence—being an internal influencer and a business partner. The conversation explores how IT leaders can move beyond “keeping the lights on” to proactively shaping organizational maturity, especially in the face of overwhelming system data and increasing security demands.
Summary:
Cybersecurity as a Strategic Investment
- Cybersecurity tools like Arctic Wolf elevate IT maturity beyond basic infrastructure.
- Associations must move from reactive to proactive security strategies.
- Cyber insurance requirements are evolving and often unclear, requiring IT guidance.
IT Maturity: From Core Requirements to Electives
- Adam compares IT infrastructure to college coursework—core requirements vs. electives.
- Core includes cloud migration, Microsoft 365, and basic security tools.
- Electives like threat detection systems represent strategic growth and investment.
Information Overload & the Need for Synthesis
- Devices generate massive amounts of data that are impossible to interpret manually.
- Security operations centers help synthesize logs and alerts across systems.
- IT teams need tools to manage and interpret this data effectively.
IT’s Role in Business Decision-Making
- IT should be a trusted advisor, not a gatekeeper or veto power.
- Excluding IT from technology selection leads to costly integration surprises.
- IT’s involvement ensures better alignment, risk mitigation, and long-term success.
Building Cross-Departmental Partnerships
- IT needs access to systems it doesn’t own to ensure full security coverage.
- Business units must understand their role in cybersecurity and collaborate with IT.
- Partnership is essential—not optional—for organizational safety and resilience.
Influencing Leadership & Budget Decisions
- IT leaders must make cogent cases for investment in security and infrastructure.
- Budget support depends on trust and clear communication with leadership.
- Adam emphasizes gratitude for working in a supportive environment that values IT input.
In this episode of Reboot IT, host Dave Coriale sits down with Rob Wenger, CEO and Chief Product Officer at Higher Logic, to discuss the evolving landscape of association technology, the impact of AI and automation, and strategies for enhancing member engagement.
Summary:
AI and Automation:
- Rob emphasizes the importance of AI and automation in the association world, highlighting how these technologies can streamline tasks and improve efficiency.
- He discusses the use of various AI tools, including ChatGPT, Cursor, and Glean, to enhance productivity and decision-making.
- Rob shares insights on the balance between using AI for personal and professional tasks, and the importance of data security and compliance.
Member Engagement:
- The conversation delves into the significance of member engagement in associations and how technology can facilitate this.
- Rob explains the concept of member journeys and how predictive analytics can help identify and support members at different stages of their engagement.
- He highlights the role of community platforms and marketing tools in fostering meaningful interactions and delivering personalized content.
Ethical Considerations and Future Outlook:
- Rob and Dave discuss the ethical implications of AI, including concerns about data privacy and the potential for job displacement.
- They explore the role of associations in creating valuable, forward-thinking content and the importance of maintaining high standards in content creation.
- Rob shares his vision for the future, emphasizing the need for associations to adapt to technological advancements while safeguarding their core values.
Episode Summary:Dave Coriale sits down with Gretchen Steenstra, Director of Project Strategy and Leadership at DelCor, and Niko Cribb, Technology Consultant at DelCor, to unpack what happened at the DelCor Bootcamp during AMS Fest. They explore the evolving challenges of AMS selection, the importance of ecosystem and context diagrams, and how associations can better prepare for system adoption. From peer-to-peer learning to the impact of private equity on vendor trust, this episode is packed with practical takeaways for association professionals navigating the complex world of association management systems.
Topics & Themes:
- Inside the DelCor Bootcamp at AMS Fest
- A vendor-free, candid environment where association professionals can ask real questions and get honest feedback.
- Bootcamp helps attendees feel more confident and prepared before engaging with vendors.
- Ecosystem and Context Diagrams
- Attendees were asked to draw their current tech ecosystem to visualize integrations and ownership.
- The process of creating the diagram was more valuable than the final product.
- Writing Better Requirements
- Participants practiced writing user story-based requirements, often for the first time.
- Emphasis on considering multiple perspectives: membership, finance, and member services.
- Understanding the Role of the Business Analyst
- Associations don’t need to turn staff into BAs, but must understand the BA role.
- Clear requirements are essential for selection, configuration, and adoption.
- Most AMS issues stem from poor adoption, not poor functionality.
- Balancing Ecosystems vs. All-in-One Platforms
- Discussion around whether to consolidate or diversify systems.
- Risks of over-reliance on a single platform vs. complexity of multiple systems.
- Private Equity and Vendor Trust
- Mergers and acquisitions are eroding trust in vendors and direct access to decision-makers is more difficult.
- Associations must take ownership of training, documentation, and vendor relationships.
- Change Management and Adoption Fears
- Some staff fear change and struggle with system transitions.
- Bootcamp helps surface these concerns early in the process.
- Peer Learning and Community Support
- AMS Fest’s value lies in shared experiences and peer advice.
- One piece of advice from a peer can shift an entire selection strategy.
- Final Question: What’s Got You Worked Up?
- Gretchen: Frustrated by the lack of payoff from private equity investment in platforms.
- Niko: Wants more associations to engage in the conversation and learn from peers.
Host Dave Coriale re-releases the very first episode of the podcast in honor of Loretta DeLuca, DelCor’s Founder and CEO. Joined by longtime colleague Brian Sheehan, the trio reflects on the early days of DelCor, their shared journey through decades of tech evolution, and the values that shaped the company’s culture. This heartfelt conversation offers a glimpse into the foundation of DelCor, the transformation of the association community, and the enduring legacy Loretta leaves behind.
In this redrop of Season 1, Episode 1, Dave, Loretta, and Brian discuss:
- DelCor’s Origin Story
- Loretta, Dave, and Brian share how they met and began working together.
- Early days of crawling under desks, rebuilding Novell servers, and programming in dBase and R:Base.
- Loretta’s role as one of the first Gold Novell resellers in the DC area.
- From Law Firms to Associations
- Transition from serving law firms and insurance agencies to focusing exclusively on associations.
- The moment Loretta identified associations as DelCor’s true market.
- The cultural and mission-driven differences that drew them to the nonprofit sector.
- First Association Clients & Conferences
- Memories of their first association clients and attending their first conference in Las Vegas.
- The excitement (and exhaustion) of exhibiting for the first time.
- Longstanding client relationships, including one that began in the early ’90s and continues today.
- Technology Evolution in the Association Space
- The shift from on-premise to cloud computing started around 2008.
- The impact of .NET and the rise of integrated systems.
- The growing importance of data analytics and AI in decision-making.
- Strategic Role of Technology
- Technology’s evolution from a task-based tool to a strategic enabler.
- The need for IT to have a seat at the leadership table.
- Challenges associations face in fully leveraging their data and systems.
- Looking Ahead: What Associations Need Now
- Cultural shifts around how organizations view and use technology.
- The importance of aligning IT with strategic goals.
- Encouragement for associations to invest in analytics and integration.
- DelCor’s Culture & Values
- Reflections on 30+ years of shared values, growth, and collaboration.
- Pride in building a company culture where people stay for decades.
- The essence of DelCor: a team driven by purpose, community, and mutual respect.
Catch up with Juan and Hannah from Inteleos and hear their fascinating update about how the organization is using blockchain to reduce friction, create efficiencies, and increase value to its members.
This week Dave is joined by George Breeden, CIO at American Society for Microbiology. George shares his epic thoughts on being curious, experimenting, and innovating. We also talk about IT’s responsibility to align the organization's technology with the mission and business objectives - and much more. Lastly, you win if you had “punch cards” on your Reboot IT BINGO card.
Tune in as Dave talks with Gretchen Steenstra, project strategy and leadership at DelCor, and Laura Sparks, director of marketing and web manager at ENTSOC. They discuss the key factors that contribute to a successful partnership between IT and marketing.
*Recorded while Laura was at ENTSOC, now Director of Marketing and Communications at IEDC
This week, Dave is worked up about constantly being bombarded with surveys. Tune in to hear his advice on ensuring your organization uses survey tools effectively.
Dave talks to Carol Martinez about the Project Management Institute’s (PMI) use of technology to support the organization’s mission. At PMI, the technology goes beyond operations and management, thereby allowing Carol and her team to measure the global community impact of project management.
Dave is joined by Reggie Henry, Chief Information and Performance Excellence Officer at ASAE, to discuss artificial intelligence. They discuss the reality of AI: its positive aspects, its effectiveness as a tool, and the importance of ethical implementation.
A recent trip to France has Dave worked up about how efficiently people in the past accomplished remarkable architectural feats, such as the Palace of Versailles and the Eiffel Tower. He considers factors that may slow progress in the community today when implementing new technologies.
Once again, Dave and the collabocasters share what's going on in their lives (who earned the Hapkido black belt?) as they weave through various association topics and have fun along the way.
This episode features part two of Dave's Conversation with Jeff De Cagna, executive advisor for Foresight First LLC. They discuss Jeffs's recent written work that dives deeper into the conversation of the CEO and the board's responsibility regarding AI and stewardship.
Dave welcomes back Jeff De Cagna, executive advisor for Foresight First LLC. In part one of this two-part episode, their conversation focuses on the CEO and board's responsibility regarding AI and stewardship.
We're Kicking off Season 6 with guests Loretta DeLuca and Brian Sheehan. The three have a controversial conversation about topics they feel are not addressed head-on in the association community.
Listen up! This episode is part two of Dave's conversation with fellow podcast hosts KiKi L'Italien, Joanna Pineda, Dave Will, and The Ben Muscolino. Dave and the gang talk about what's happening with the podcast community, the ominous membership cliff, and association entrepreneurship.
Listen up! For this episode Dave is joined by fellow podcast hosts KiKi L'Italian, Joanna Pineda, Dave Will, and The Ben Muscolino. Dave and the gang talk about what's happening with the podcast community, the ominous membership cliff, and association entrepreneurship.
In this cybersecurity-focused episode, Dave is joined by two cybersecurity experts, Andrew Leggett, Director of Cybersecurity at DelCor, and Bobby Verchota, Sales Engineer at security operations center Artic Wolf.
Dave gets the AMS Fest inside scoop from Norma Castrejon and Gretchen Steenstra, senior consultants at DelCor.
Dave gets the AMS Fest inside scoop from Norma Castrejon and Gretchen Steenstra, senior consultants at DelCor.
Dave gets the AMS Fest inside scoop from Norma Castrejon and Gretchen Steenstra, senior consultants at DelCor.
In this episode of Reboot IT, Dave talks with Adam Kuhn, the director of IT at the Futures Industry Association. They discuss the evolving role of IT directors in organizations, what to expect from them, and how to offer them the best support.
In this episode of Reboot IT, Dave sits down with Juan Sanchez, CIO at Inteleos, to discuss blockchain and beyond. You don't want to miss this conversation filled with essential and relevant information about what is going on in the community.
In this week's episode, Dave is joined by Hardy Smith, author of "Stop the Nonprofit Board Blame Game: How to Break the Cycle of Frustrating Relationships and Benefit from Fully Engaged Boards." They discuss the intersection of board governance and IT supporting your mission.
Dave talks to association CIO extraordinaire, Yumi Belanga, CEA about her experience being the new CIO at APTA. What did she do during her first year and what did she need from the APTA team? Also, celebrating AANHPI Heritage Month, how does her cultural background influence her approach and success?
Dave (finally) gets Loretta to sit down and talk about the lessons we’ve learned in the last 35+ years and how we can apply them to the future.
Dave is joined by Jeffrey Cufaude from Facilitate Better for a discussion on the importance of facilitation in technology leadership. Resources mentioned:
- Facilitator's Guide to Participatory Decision-Making
Dave talks to Wes Trochil about different levels of data-related accountability and responsibilities throughout your organization. What should leadership, management, and all team members consider when thinking about the organization’s data? And, they have a few laughs along the way.
Dave sits down with DelCor's Chief Technology Officer, Chris Ecker; they discuss everything you need to know about Microsoft CoPilot.
Dave enlists the help of Colleen Scollans to explore Customer Data Platforms (CDP). Listen in and find out why CDPs are gaining traction in the 501c community and whether or not one might be in your future.
During this week's solo episode, Dave gets worked up about the recent treatment of AI within the community.
In this special episode Dave gathered some of the best podcast hosts in the 501c community to talk about what each host is learning while having awesome conversations with association leaders, industry partners, and folks outside the community. Listen up, they move along pretty quickly.
Dave is joined by Kelly Gardner, Technology Consultant at DelCor. They discuss updating your AMS/CRM platform and how to tell when it's time to migrate to a new product vs updating your current system.
Dave is joined by two DelCorians: Andrew Leggett, Cybersecurity Director, and Chris Ecker, Chief Technology Officer—they discuss the ins and outs of encryption and what it means for the association community.
Dave is joined by the present and past chair of ASAE Tech Council, Carlos Cardenas, the Senior Director of Information Technology at the National Board of Certification and Recertification for Nurses, and Gretchen Steenstra, Client Strategy Director at DelCor. They get you up to date with what is going on with the council and how you can get more involved.
Dave sits down with DelCor CTO Chris Ecker to discuss keeping up with changes in the technology landscape and how they effect your organization.
Dave is joined by Norma Castrejon, Senior Consultant at DelCor, and Gretchen Steenstra, Client Strategy Director at DelCor. The DelCorians discuss AMSFest and share the keys to success you should know when selecting and implementing business platforms.
Dave is joined by Beth Z, also known as Your Nerdy Best Friend, for a conversation around artificial intelligence as well as some other tips and tricks that you need to know.
Last month Dave sat down with two guests in honor of Women's History Month. The first was DelCor CEO Loretta DeLuca, to talk about her experience at the recent Women's Executive Forum. His second guest was Colin McVey, Marketing & Communications Coordinator at the Women's Hall of Fame in Dave's hometown Seneca Falls, New York.
Dave continues his important conversation with Jeff De Cagna, executive advisor for Foresight First LLC, about artificial intelligence and how it effects us as humans and our communities.
Dave sits down with Jeff DeCagna, executive advisor for Foresight First LLC, to talk about artificial intelligence's increasing role in our work and day to day lives.
Dave is Joined by Joe Mull, host of Better Boss Now podcast and author of Eployalty: How to Ignite Commitment and Keep Top Talent in the New Age of Work. They discuss ways in which leaders can engage, support ,and attract top talent in thier organizations.
Dave goes solo on this episode of Reboot IT and he has a lot to say about our technology habits.
Dave is joined by Susie Hudacheck, Senior Consultant at DelCor, to discuss Thier main takeaways from this years AMS Fest.
Dave is joined by Juan Sanchez, Chief Information Officer at Inteleos, to discuss the highlights of ASAE's Technology Exploration Conference.
Dave is joined by CIO Chris Kasmark, to talk about the relationship between the CIO and the the full leadership team.
Dave is joined by Reggie Henry, Chief Information & Engagement Officer at ASAE, to get an inside scoop on the upcoming Technology Exploration Conference.
Dave is joined for the second time by PropFuel CEO and co-founder Dave Will to check back in on the voice of the member.
Dave goes solo this episode to talk about IT project failures. He breaks down the four major themes that contribute to projects not being as successful as they should be.
Dave welcomes Ted White, founder and president of Vertical Talent Solutions, to gain an outsider's perspective on attracting and maintaining quality talent.
Dave kicks off another season as he always does, with his partners Loretta DeLuca and Brian Sheehan, CEO and EVP of DelCor respectively. They catch up on a number of things, especially ASAE Annual 2022--Dave missed this year and his FOMO is unbearable!
Dave is joined by John Schnauck, president and founder of Broadreach Staffing, for a discussion on talent acquisition strategy.
Dave is joined by Jeffrey Cufaude from Facilitate Better for a discussion on the importance of facilitation in technology leadership.
Dave is joined by ASIS CEO, Peter J. O’Neil, FASAE, CAE, for a discussion on the role of CEOs in organizations' technology strategy, implementation, and alignment with business goals.
Ray Stankiewicz from Matrix Group and DelCor's Tobin Conley chat with Dave about their MM&C presentation, "Five Technologies Your Organization Can’t Ignore!"
Additional resources:
- Importance of trust/ethics in using AI
- Data Governance and AI
- Self-sovereign identity
- How VR is being used 1
- How VR is being used 2
- Using Blockchain 1
- Using Blockchain 2
In honor of AMS Fest kicking off today with the AMS Selection Boot Camp, Dave is joined by DelCor's own Gretchen Steenstra—who is also the Boot Camp host! The discussion centers around the selection process, and thoughts on what 501c executives need to consider as they look to update or replace systems. Visit DelCor's AMS Selection Quick Look page for additional resources.
Dave goes solo again, and he's got more thoughts on IT strategy to share: IT planning, development, and cybersecurity.
Dave records solo from beautiful Seneca Falls, NY, for a short discussion on IT strategic planning--or whatever you call it in YOUR organization. Download show notes.
Adam Kuhn, director of IT at the Futures Industry Association (FIA) joins Dave for a look at the customer experience side of an M365 rollout--a perfect follow-up to the MSP experience we discussed on the last episode of Reboot IT, The Successful Microsoft 365 Road Trip.
Join Dave and his guests Andrew Leggett, Joe Savage, Gretchen Steenstra, and Tom Jelen as they recreate their presentation from ASAE's Technology Exploration Conference. A great guide for navigating the challenges of M365 implementation. How will you plan for your "trip," navigate the hazards on the way, and successfully move through the lanes of technology, management/governance, and user adoption?
National Women's History Month is a perfect time to have Dawn Pratt and Cecilia Hatton, from Tech Up for Women, join Dave on the podcast.
KiKi L’Italien, senior consultant for Tecker International and Founder/CEO of Association Chat, joins Dave for a discussion of the "Groundhog Day Effect" in 501c leadership!
Reboot IT host Dave Coriale, president of DelCor Technology Solutions, is joined by Tori Liu, CIO at The American Speech-Language-Hearing Association (ASHA) for a discussion on customer/member experience in the 501c community.
Dave is joined by Dave DeLorenzo, COO at Association Analytics, for a discussion about, well, everything data! DelCor data strategy and governance info here.
Dave is joined by fellow DelCorians Joe Savage and Andrew Leggett—who have overseen many Microsoft 365 migrations for the 501c community—who share their thoughts on making your migration successful.
ASAE's Technology Exploration Conference (TEC) is coming in December! Reggie Henry joins Dave to talk about the excitement building around the upcoming event.
Dave welcomes Nicole Araujo and Gardiner Rhoderick from Mighty Citizen for a look at the role design plays in digital properties projects—and how it has changed over the years.
Resources mentioned in the podcast:
- Web Accessibility Guide: What It Is, Why You Need It, How to Get It
- Website Evaluation Kit
- Measuring Your Association's Website Performance
- What Makes a Savvy Marketing Team
- Free Resources
Campfire Social founder and CEO, Erica Bishaf, joins Dave for a discussion on social commerce models, and how associations and nonprofits can move marketplaces and communities forward.
View the blog, The Top 10 Criteria for an Effective Community.
Gretchen Steenstra, DelCor strategic technology consultant, joins Dave to discuss all the buzz about technology ecosystems!. Please check back for document mentioned in the podcast.
Dave is joined by Prabhash Shrestha, Group Executive Vice President, Chief Digital Strategy Officer at ICBA, for a discussion around the business of IT in the association and nonprofit community.
Season three of Reboot IT kicks off with guests Loretta DeLuca and Brian Sheehan. A look back and a look forward for association technology.
Dave looks back on season two, and features highlights from some of the many fantastic guests who appeared on Reboot IT, the association and nonprofit technology podcast!
Dave is joined by Chris Gloede from Ricochet to discuss the intersection between technology and marketing in the association community.
DelCor Digital Consultant Tom Jelen joins Dave to help define the digital workplace and guide associations and nonprofits to maturing theirs. Check out Tom's blog: How to Get a Handle on Your Digital Workplace and a digital workplace intro video.
Dave is joined by Andrew Leggett and Joe Savage from DelCor to share Microsoft 365 migration lessons learned and overall thoughts on the platform.
Dave is joined by DelCor cybersecurity expert, Dan Brandt Lautman, to discuss the rise in cybersecurity concerns for associations and nonprofits, particularly ransomware attacks.
Dave is joined by Association Analytics CEO, Julie Sciullo, to discuss all things association data!
RIVE Founder, Ned Irons, joins Dave for a chat on the state of events in the 501c community.
He's all worked up again, this time about IT governance! Join Dave for a solo podcast on this important topic.
Dave is joined by PropFuel CEO and co-founder, Dave Will. The two Daves discuss the "voice of the member" and "conversational engagement" and their roles in personalizing the member experience.
PropFuel Voice of the Member eBook
Dave is joined by Jeff Horne, co-founder and CEO of Wicket, for a discussion on Wicket's move from Waterfall methodology to Agile.
DelCor Senior Strategic Technology Consultant Mike Guerrieri joins Dave for a look at the DelCor IT Maturity Model and its evolving role in association technology assessments.
Dave welcomes a great panel to discuss the important topic of diversity, equity, and inclusion in both the technology and association communities. Cie Armstead from ACHE, Monica Dillingham from NACUBO, and Carlos Cardenas from NBCRNA join in this episode.
Additional resources:
- Association Forum’s Welcoming Environment Resource Page
- ASAE’s Diversity & Inclusion Resources
Dave is joined by fellow DelCorians EVP Brian Sheehan and CTO Chris Ecker to answer the questions "What is an MSP?" and "What's the future role of an MSP in Associations?" The group discusses what MSPs and Associations need from each other to have a successful relationship.
Inteleos CIO, Juan Sanchez, is back for part two of a discussion on objectives and key results (OKRs) and their role in successful IT program management.
Resources mentioned:
- Quick read book: Modern take on OKRs: Radical Focus by Christina Wodtke
- Easy to digest training/guidance – consulting: Skillfire
- Felipe Castro blog
- Best video for a 101: Perdoo’s OKR Crash Course
Dave welcomes Inteleos CIO, Juan Sanchez, to discuss objectives and key results (OKRs) and their role in successful IT program management. A two-part podcast.
Resources mentioned:
- Quick read book: Modern take on OKRs: Radical Focus by Christina Wodtke
- Easy to digest training/guidance – consulting: Skillfire
- Felipe Castro blog
- Best video for a 101: Perdoo’s OKR Crash Course
Fellow DelCorians Jim Gibson and Gretchen Steenstra join Dave for a discussion on virtual events for associations in 2021.
Dave is joined by fellow DelCorian Tobin Conley, and, from Results Direct, special guest Dan Scheeler to discuss ASAE's recent Technology Exploration Conference, TEC20. DelCor is proud to be an ASAE Corporate Alliance Partner.
Dave is joined by Robert Barnes from Higher Logic Australia for a look at technology implementation success factors.
Dave takes the mic for a solo podcast on business requirements and their role in your association's technology-driven project. View Dave's Requirements Checklist.
Dave is joined by DelCor strategic consultant, Dan Hickey—from the DelCor Chicago office—for a discussion on association data governance and maturity.
Dave is joined by DelCor cybersecurity expert, Dan Lautman, for a check-in on the state of cybersecurity and cybersecurity assessments for associations.
Dave is joined by Artesha Moore from the American Geophysical Union for a discussion on successfully setting expectations between an organizations' business units and IT.
Dave kicks off the new season of Reboot IT as he did with the first, by having his partners in crime Loretta DeLuca and Brian Sheehan join the podcast for a check-in on assorted association technology topics.
Dave welcomes Joanna Pineda, CEO & Chief Troublemaker at Matrix Group, for a discussion on digital journeys.
Joanna mentions a member journey and user persona template during the conversation. You can download that here.
Dave met with a group of DelCor team members at the end of each day of ASAE's Virtual Annual Meeting & Expo to discuss the event.
Dave is joined by AHLA CEO, David Cade, to explore what role the CEO plays in association technology management.
Dave is joined by Adam Kuhn, Director of Information Technology at FIA, for a discussion on the role of the association IT director.
Dave is joined by John Lugar, Samantha Fisher, and Stephen Powers from TRANSWESTERN for a discussion on returning to the office after COVID-19 stay-at-home orders.
Guest contact info:
John Lugar
Executive Vice President, Occupier Solutions
202.775.7033
Sam Fisher
Director, Workplace Strategy
312-407-6424
Stephen Powers
Partner, National Leader Nonprofit Practice
212.537.7705
Visit DelCor.com
Dave discusses the continuing lessons learned from COVID-19. How has the pandemic permanently affected working from home, association conferences and education, culture, and personal interactions?
Visit DelCor.com
Lowell Aplebaum, CEO & Strategy Catalyst at Vista Cova, joins Dave for a look at leadership in the digital age. Read Lowell's article, "Enhancing Virtual (Reality) Connections."
Visit DelCor.com
Dave is joined by Christina Lewellen, Executive Director at the Association of Technology Leaders in Independent Schools (ATLIS), to discuss how ATLIS quickly and successfully went virtual with an important in-person event.
Visit DelCor.com
Rob Wenger, Executive Chairman at Higher Logic, joins Dave for a look at community platforms and their role in pandemics like COVID-19. View Higher Logic Event Engagement Demo.
Visit DelCor.com
Dave is joined by Arianna Rehak, CEO of Matchbox Virtual Media, to discuss virtual events for associations and how COVID-19 is changing the landscape.
ASAE's Reggie Henry joins Dave for a look at important considerations facing association executives now and in the near future. DelCor is proud to be an ASAE Corporate Alliance Partner.
Technology Solutions and Assets Manager Marcus Jelks joins Dave for a Stand Up bonus edition aimed at making sure association executives don't get caught off guard by COVID-19 when it comes to the technology supply chain.
Dave explores seven common causes of IT project failure. For more on the RACI Matrix, read Dave's blog, Start Every Technology Project with Two Conversations.
Dina Lewis from Distilled Logic joins Dave for an in-depth discussion on the role content strategy plays in digital transformation for associations.
Dave is joined by DelCor strategic consultant Mike Guerrieri for a deep dive on the topic of IT leadership for associations.
Dave is joined by Jeff De Cagna, Executive Advisor at Foresight First LLC, for a discussion on artificial intelligence. Download the research brief, AI and Automation: Ethical Considerations for Association Decision-Makers and provide your feedback: Download and Feedback Survey
Dave is joined by association technology partners in crime Loretta DeLuca and Brian Sheehan for a brief look back at 2019.
Dave is joined by DelCor's Gretchen Steenstra to dig deeper into requirements and AMS selection for associations.
Dave is joined by Dave Martin, Director of Marketing at the American College of Radiology, to take the digital transformation concept further--with a focus on marketing.
Dave co-presents with Jon Gerstenberger of the Tree Care Industry Association, live on stage at the NESAE Digital Solution Conference. They discuss platforms for remote workforce, document management, and collaboration.
Jamie Notter from Human Workplaces joins Dave to explore aspects of technology and corporate culture.
The Reboot IT Stand Up is a brief discussion on a hot topic and a chance for Dave to respond to podcast feedback. In this episode, Dave discusses the rebranding of the ASAE Technology Conference & Expo to the Technology Exploration Conference (TEC).
Dave is joined by DelCor strategic technology consultant Tom Jelen to talk about the definition of digital transformation for associations and nonprofits. Is it what you think it is?
From working remotely to wondering if a robot will take over your job, Dave explores how technology changes the way we work now—and how it will in the future.
Dave welcomes guest Dan Lautman, DelCor senior technology consultant, to discuss what organizations should be doing right now to bolster cybersecurity for associations and nonprofits.
Hint:
- Backups
- Endpoint Protection
- Access Control
Dave defines and compares Waterfall and Agile development methodologies for association technology projects.
So, we've got this cool new podcast, but how did we come up with that title? Dave explains what rebooting IT means to DelCor.
Host Dave Coriale sits down with Loretta DeLuca and Brian Sheehan to discuss DelCor and the changing association technology world.