Spoke to Marty of Association Resources to give him some background in advance of our 6/4/15 1pm conference call.
He has a good idea of what we do - and I relayed info from our last meeting about why we were seeking him out and that I feel our important issues are around organizational and future planning.
I think we should have him facilitate a leadership retreat. His rough idea of cost for that is $3,000 if we do it in his office in Connecticut. More if we are off-site and have to fly him to another site.
Presuming we decide a retreat is a good idea - we should think about whether to attempt to do it at some time during Sage Summit when all of us are already together in New Orleans. We could also save money and do it in his offices at a different date though that would mean more travel. Or pick a separate central location and have everyone fly out -- perhaps mid-country like Chicago/Texas, etc.
So to think about / discuss:
1. Consider the concept of a retreat facilitated by Marty (which I think would be very helpful)
2. If we want to go with a retreat - will Summit be a good place or is it too busy for us to do anything meaningful