Generate board reports, meeting summaries, or member communications instantly from structured data, saving staff hours of manual writing.
Use AI to analyze member demographics, engagement, and interests to create personalized outreach that strengthens retention and recruitment.
AI can normalize job titles, company names, and other messy data, ensuring cleaner databases for better segmentation and reporting.
Turn raw survey responses or event feedback into concise summaries and action items for staff and leadership.
Quickly draft proposals, abstracts, or tailored responses to RFPs using existing association data and templates.
AI can scan across multiple program datasets and produce narratives that show outcomes and value to funders and stakeholders.
Summarize speaker bios, session abstracts, or attendee feedback to streamline marketing and post-event reporting.
Enable small teams to “do more with less” by automating repetitive tasks like drafting emails, creating recaps, or updating website content from Airtable records.
Empower your team to become AI and automation champions, building in-house expertise that reduces reliance on outside vendors and positions your association at the forefront of the future of work
Take the guesswork out of managing your LinkedIn content. Our LinkedIn Post Library Airtable Template is designed for associations, nonprofits, and small teams who want to stay consistent, organized, and creative on LinkedIn—without juggling multiple spreadsheets or sticky notes. With this base, you can:
Stay top of mind with your audience by automating personalized, content-driven outreach. The Automated Outreach & Resource Library Airtable Template allows associations and nonprofits to keep contacts engaged with meaningful content—without the manual effort of drafting, scheduling, and tracking every email.
With this base, you can:
Unlock the full potential of your association’s events with our comprehensive Event Planning base. Designed specifically for the unique needs of associations, this solution streamlines every aspect of event management—from initial planning to post-event analysis—empowering your team to deliver exceptional experiences with efficiency and confidence.
Organize all event details, including descriptions, dates, managers, and types, in one accessible location.
Plan, schedule, and monitor sessions with details on speakers, locations, times, and formats (in-person, virtual, or hybrid).
Maintain up-to-date records of speakers and attendees, including bios, contact information, roles, and special requirements.
Assign tasks, set priorities, track deadlines, and monitor completion status to ensure nothing falls through the cracks.
Set budgets, log estimated and actual expenses, and monitor financial performance to stay on track and maximize ROI.
Gather session feedback, ratings, and comments to assess event success and identify areas for improvement.
Store and share essential resources, links, and research to support event planning and execution.
Leverage AI-generated summaries for event sentiment, highlights, and improvement opportunities.
Implementing this Event Planning base will elevate your association’s event operations, foster member engagement, and drive organizational success.
Empower your association with streamlined project and task management using our Project Task Tracker. Designed specifically for the unique needs of associations, this solution ensures your teams stay organized, collaborative, and focused on delivering value to your members.
Key Features & Benefits:
Manage all association initiatives, campaigns, and events in one place for complete visibility.
Assign tasks to team members, set priorities, and monitor progress to ensure nothing falls through the cracks.
Tailor workflows to fit your association’s processes with flexible status and priority options.
Instantly view project health, overdue items, and completion rates to proactively address bottlenecks.
Enable seamless communication with comment threads, file attachments, and real-time updates.
Ensure the right people have the right access, from project managers to team members and viewers.
Generate actionable reports on project status, team workload, and task completion for informed decision-making.
Track and manage member-driven projects, ensuring timely delivery and high engagement.
Transform the way your association manages projects—boost efficiency, accountability, and member satisfaction with our Project Task Tracker.
Associations are asked to do more every year—without adding staff. That’s where smart automation and modern data tools come in. By tailoring Airtable and Make.com to your unique processes, we help your team unlock new capacity, streamline operations, and deliver more value to members—without extra overhead.
What this means for your association:
Give every team a modern, intuitive system that eliminates manual work and lets them focus on members, not spreadsheets.
Automation handles repetitive tasks in the background, so your team can do more with the same resources.
From event logistics to membership tracking, workflows are simplified, faster, and less error-prone.
Time saved internally translates into more responsiveness, higher service quality, and innovative programs for members.
We don’t just build systems—we train your team to confidently manage, extend, and create their own automations, accelerating adoption of AI and future technology.
Replace silos with connected, clean, and searchable information across teams.
Flexible, no-code tools adapt to new priorities and programs without expensive IT projects.
Automated reporting and dashboards give leadership instant visibility into programs, finances, and member engagement, driving smarter, data-backed choices.
Build internal capacity with systems your staff can own, lowering long-term costs and ensuring your data and processes stay in your control.
Tracks trends, market direction and customer needs to plan the future of technology. Recruits high performing team members and develops their skills by providing decision-making ownership and collaborative engagement. Able to initiate culture change, lead by example, and get buy-in at all levels. Known for facilitating energizing brainstorming sessions that generate actionable insights and create new revenue opportunities.
In 2000, Brian was introduced to the exhibitions and events industry when he joined 3rd Millennium Communications as Manager of Software Development for a Virtual Tradeshow Product. That company was acquired by Galaxy Information Services and through additional acquisitions later became Experient.
As CIO of Experient, Brian oversaw the replacement and upgrade of every piece of legacy proprietary systems that supported the registration, housing, and lead retrieval services. He also oversaw the transition from a paper-based and manual business operations to an entirely online and mobile app-based model. Brian oversaw the strategy and operations of the Experient data center including their recent adoption and migration to cloud-based hosting to enhance availability, reliability, scalability, and recoverability.
Brian led the product development strategy and spearheaded several product concepts including eventBit™ which was granted a US patent in 2019 (Patent Number: US 10,311,267 B2). He was also instrumental in the evolution of lead retrieval products from hardware-based units to smart phone-based mobile app technology.
Brian oversaw the cyber-security position for Experient including compliance to the Payment Card Industry Data Security Standard (PCI DSS), SSAE-18 SOC 1 Type II, and internal corporate security standards audits. Security scope included a 400-server data center, 700 end user devices, and credit card data environment, and a data center holding thousands of databases of customer data. Under Brian’s leadership, Experient successfully met or exceeded requirements for PCI since its introduction in 2005.
Brian’s business philosophy is rooted in a belief in the power of high performing teams, the necessity of self-disruption, the focus on the client’s perspective, the criticality of speed of change, and the utility of lean and agile development and operational processes.
Brian has the honor of being the first technology professional to participate as a director on the Board of Directors for the International Association of Exhibitions and Events® (IAEE). Organized in 1928 as the National Association of Exposition Managers to represent the interests of trade show and exposition managers, the International Association of Exhibitions and Events® is the leading association for the global exhibition industry. Today IAEE represents over 12,000 individuals in 50 countries who conduct and support exhibitions around the world. Being a data-centric leader, Brian is also proud to serve on the board of CEIR, the Center for Exhibition Industry Research.
Brian also believes that in today’s competitive employee market, the most successful companies must find ways to create enjoyable and engaged workplace environments. No stranger to performance, Brian was frequently seen on stage in front of the Experient organization delivering educational messages (such as not clicking on links within phishing emails) or just poking fun at his peers within the leadership team through music.
Brian is a Tennessee Volunteer at heart and his blood runs deep orange due to his undergraduate studies at the University of Tennessee, Knoxville where he received his Bachelors of Science in Electrical Engineering with Honors. He also earned a Masters of Science in Technology Management from the University of Maryland Global Campus. His personal passions include his wife and two sons, music, and fitness. He is a 30-year veteran of live music performance, a published musical play composer, and a recording studio engineer and producer. When he’s not in the studio, you’ll find him out on his bike climbing the local hills.