Tuesday, March 12

Event Location: DoubleTree by Hilton Nashville Downtown

Note: Schedule is subject to change without notice.

Click on the arrow on the right hand side to see the session descriptions.

8:30 - 9:00 AM - Continental Breakfast and Table Top Exhibits

Enjoy a continental breakfast and visit with the conference sponsors.

9:00 - 10:15 AM - Pros and Cons of Software Reengineering - How to Actually Reengineer Your Club Management Software

Clubs often make the mistake of replacing their existing software without first maximizing its capabilities and performance through reengineering. Attend this session to explore the pros and cons of reengineering vs. replacement of your club management software. Determine the factors that can lead to dissatisfaction with existing software. And, finally, learn a proven methodology for performing a software reengineering project for your club. (Sample reengineering project tools are included for your use.)

Bill Boothe, President and Owner, The Boothe Group,LLC
Jeremy Hoch, President, Anchor Consulting Services

Specialty Reporting Area: Technology

10:15 - 10:30 AM - Beverage Break and Table Top Exhibits

Enjoy refreshments while networking with your colleagues and conference sponsors.

10:30 - 11:45 AM - Purpose-Driven Governance - How Boards Influence Club Success

Club governance must be a catalyst for a club’s success. Yet, many boards struggle to be effective against current challenges in a rapidly-changing industry. This session focuses on the directors’ role in governing and leading their club into the future. Tools and tips will explain how to assemble a better board, create a more effective governance model, increase clarity, and maintain continuity through a strategic plan.

Frank Vain, President, McMahon Group, Inc.

Specialty Reporting Area: General

11:45 AM - 1:15 PM - Networking Lunch

Enjoy a delicious lunch while networking and discussing the morning's education sessions with your colleagues.

1:15 - 2:30 PM - Capital Planning for Clubs

Explore the art of capital planning for clubs in this session, including real-life examples of success and failure. Experienced club controllers will review the basic steps of formalizing and executing a capital/renovation plan, while discussing various financing options. Attendees will also acquire an understanding of the many intricacies of a solid plan and leave with a new appreciation of why the planning process is so important.

James Butler, Ph.D., CCM, CCE, PGA, CAM, CEO, Club Benchmarking
Phil Guido, CHAE, Controller, Bonita Bay Community Association, Inc.
Benjamin Peck, CCM, CHAE, MBA, Chief Financial Officer, River Oaks Country Club
Thomas Smith, CHAE, Chief Business Officer, Imperial Golf Club

Specialty Reporting Area: Finance

2:30 - 2:45 PM - Beverage Break and Table Top Exhibits

Enjoy refreshments while networking with your colleagues and conference sponsors.

2:45 - 4:00 PM - Club Open Forum

Immerse yourself in a high-level discussion of the interesting club topics and issues that matter most to today’s club professionals. From board requests, cyber/active shooter insurance, GDPR, PII, H2B and more, everything is on the (round) table for discussion. This lively and informative session is the perfect way to cap off the second annual Club Summit.

Patrick Halloran, CPA, Partner, PKF O'Connor Davies, LLP
Mitchell Stump, CPA, President and Founder, Club Tax Network, Inc.

Specialty Reporting Area: General

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