Beyond a Nip, Tuck and Full Lift: Associations are Evolving to Reflect Who They Truly Serve

This article appeared in the Fall issue of Forum Magazine.

By Gwyneth Helm, Mike Norbut & Candice Warltier

When done right, a rebrand takes time and it’s not something to consider lightly.

As a younger generation considers association membership and associations evolve to represent their full membership, leaders are rethinking their brand identity and even what it means to be a member.

Today’s associations face a delicate balance of remaining true to their legacy and long-term members while evolving to attract and meet the needs of a younger generation of members.

Many are finding their names are limiting and do not truly represent who they are as an association.

While there are numerous reasons for undergoing a rebrand, the association truly needs to understand the goal, according to Amy Gwiazdowski, Vice President, Communications, American Marketing Association. “Is it a matter of refreshing the brand perception or repositioning for new markets? Or is this something more and entails crisis and reputation management or possibly for financial growth?” said Gwiazdowski. “When done right, a rebrand takes time and it’s not something to consider lightly. Understanding the reason, doing the research (internal audits, market analysis, stakeholder input, etc.), making sure everything aligns with mission objectives, and the planning should be done with a lot of consideration and understanding of what problem needs solving.”

Here’s how four associations decided to take on rebranding.

Framing the Big Picture

The American Bus Association began as a brand refresh and evolved into a full rebrand after meaningful conversations with members and staff revealed a shared desire for a stron- ger, more inclusive identity. Initially sparked by a leadership transition, it became clear that the ABA identity could be more intentionally aligned with its strategic direction as it heads into its 100th year in 2026.

“The rebrand is not a cosmetic update—it’s an extension of our strategic vision. As we devel- oped a new strategic plan, we recognized that our brand needed to reflect the full spectrum of our membership and the broader travel landscape,” said Ben H. Rome, Director, Com- munications & Brand. “The updated identity helps us communicate more clearly, advocate more effectively, and connect with our members year-round, not just during events.”

After a new CEO was in place, ABA conducted a series of listening sessions to gain a deeper understanding of member needs. One key insight emerged: many of its members, particularly those outside traditional motorcoach opera- tions, felt visible only during the annual event.

Today, ABA represents the full spectrum of group travel and transportation, including char- ter, scheduled service and shuttle buses, but also support partners such as manufacturers, hotels, attractions, restaurants, and more. The refreshed brand is designed to better reflect the full diversity and value of the member base throughout the year.

 “The rebrand is not a cosmetic update— it’s an extension of our strategic vision.”

Rebrand Objectives & Process

ABA’s top goal was clarity—creating a brand that represents the association as it is today. This meant creating an identity that honors our legacy while also resonating across various sectors. Equally important was inclusivity—ensuring that members from all corners of the industry could see themselves reflected in the brand and feel a sense of ownership in the process.

Visual and Verbal Identity

The ABA’s new logo retains transportation themes—which is critical to its DNA. However, the brand is more than a new logo. It will be reflected in ABA’s updated educational tracks, broader advocacy campaigns, and how they tell member stories across platforms.

ABA’s annual conference will showcase the brand with refreshed signage, updated session formats, and a stronger focus on year-round impact.

For those associations considering a new brand, Rome recommends starting with listening, not design. A brand refresh must be more than a visual update—it should emerge from in-depth conversations about purpose, member needs, and where your industry is headed. Also, don’t underestimate the power of inclusion. Bringing members into the process doesn’t slow things down—it builds trust, sharpens the result, and helps ensure your brand reflects the real, diverse community you serve.

One Letter Leads to Significant Growth

In a world of acronyms, it’s hard to imagine the impact changing one letter can have on an organization. But in the case of the American Organization for Nursing Leadership (AONL), one seemingly simple update has led not only to significant membership growth, but also a more cohesive community.

The reality is that this rebranding effort was not nearly as simple as the name change may imply. Staff and leaders for what used to be the American Organization of Nurse Executives (AONE) felt for some time that their name was limiting. While the organization clearly was the membership home for Chief Nursing Offi- cers (CNOs), other emerging leaders couldn’t necessarily see themselves engaging with the association. Nurse managers and directors didn’t feel they were welcome to join because they didn’t have an executive role.

Meanwhile, the concept of “nurse leader” was also becoming more prevalent in healthcare settings, and AONE felt that terminology more aptly described what the organization stood for in advocacy situations and how it worked to prepare leaders for a successful future. After many discussions and market research, the orga- nization decided to change its acronym to AONL.

“It was a profound change,” said Stacey Chap- pell, Senior Director, Advocacy and External Communications for AONL. “It helped nurse leaders, regardless of their title, feel like they belonged in the organization.”

Prior to AONL’s name change in 2019, the organi- zation had a steady membership of about 8,000, consisting mostly of CNOs. Today, membership exceeds 13,000, with many new members being nurse managers or directors. This has led to a more inclusive community as well; not only does AONL offer more programming for all nurse leaders, managers and directors also serve on the organization’s Board of Directors.

There are unintended consequences to antici- pate and manage, however. As AONL expanded and grew their membership, they also recog- nized the importance of continuing to be the home for their traditional members, nurse executives. “Nurse leaders in various roles have different needs,” said Chappell. “You can’t be everything for someone, but you can be some- thing for everyone. It is important to have unique programming and community for nurse leaders at all levels throughout their career trajectory.”

“It was a profound change. It helped nurse leaders, regardless of their title, feel like they belonged in the organization.”




Prevent Blindness Selects CS-Effect as Public Relations Agency of Record

Prevent Blindness, the nation’s leading non-profit patient advocacy organization dedicated to preventing blindness and preserving sight, has named Chicago-based CS-Effect as its public relations agency of record. CS-Effect will lead communications strategy initiatives beginning in September 2025 as part of a larger branding campaign designed to elevate the visibility of Prevent Blindness, expand its reach and strengthen connections with the public, donors and advocates.

“It is increasingly critical that we raise awareness about eye health and connect people with care, especially as new research, artificial intelligence, rising rates of childhood myopia, and an aging population continue to reshape the vision health landscape,” said Jeff Todd, President & CEO, Prevent Blindness. “Our goal is to ensure people see Prevent Blindness as their trusted partner in eye health and the go-to source for all their vision and eye health needs.” 

CS-Effect, a certified women-owned agency, has extensive experience developing public health communications campaigns for organizations including the American Brain Tumor Association, American Association of Endodontists, the American Industrial Hygiene Association, among others. As part of the partnership, CS-Effect will design a strategic communications plan that incorporates earned media outreach, influencer relations, social media and strategic partnerships designed to position Prevent Blindness as a trusted source for eye health information.

“We are honored to partner with Prevent Blindness to advance its mission of saving sight and improving lives,” said Candice Warltier, CEO, CS-Effect. “By elevating its visibility, we will help ensure that more people understand the vital role eye health plays in overall wellness and quality of life.” 

 

Prevent Blindness
Founded in 1908, Prevent Blindness is the nation's leading volunteer eye health and safety organization dedicated to fighting blindness and saving sight. Focused on promoting a continuum of vision care, Prevent Blindness touches the lives of millions of people each year through public and professional education, advocacy, certified vision screening and training, community and patient service programs and research. These services are made possible through the generous support of the American public. Together with a network of affiliates, Prevent Blindness is committed to eliminating preventable blindness in America. For more information, visit us at PreventBlindness.org,

CS-Effect
Founded in 2003, CS-Effect is a Chicago-based, women-owned communications agency specializing in integrated strategies that advance mission-driven organizations. With expertise spanning media relations, influencer engagement, market research, digital content, issues management, and more, CS-Effect partners with national and international clients including American Association of Endodontists, American Industrial Hygiene Association, Alliance for Academic Internal Medicine, American Veterinary Medical Association, Girl Scouts of Greater Chicago and Northwest Indiana, and Leadership Greater Chicago. Learn more at www.cs-effect.com.

Invest Now = Strong FY26

Communications Investments That Pay Off Beyond Q4

Q4 is the ideal time to use any remaining budget on initiatives that will help you kickoff FY26 running. Here are a few ways association leaders are spending their remaining $5,000 to $20,000 FY25 communications budgets so they do not lose it approaching the new year. 

  • Garner Member Insights
    Whether through surveys, virtual focus groups or leadership interviews, understanding your audience now means you’ll enter 2026 with data-driven strategies for member engagement.

  • Member Engagement Videos
    A powerful way to share your member value story and strengthen connections with your community.

  • Content Audit
    Beyond open rates and click-throughs, we analyze your member email campaigns to see what’s working (and what’s not), so you can refine messaging and timing in the year ahead.

  • Virtual Spokesperson Training
    A cost-effective way to prepare your leadership team to speak consistently and confidently, especially during times of changing policies and member expectations.

These types of investments ensure you finish FY25 strongly, demonstrate your department is meeting its full potential and lay the groundwork for measurable impact in the new year. 

Let’s discuss your Q4 communications needs so you can run strong in FY26. Contact Candice Warltier at cwarltier@cs-effect.com

Plan now for 2026

Schedule a Chat

Are your leaders ready for the spotlight?

Don’t let your message get lost in translation.

Your comms team can secure media coverage throughout every major market, but if your spokesperson can’t get your message across, none of it will matter. 

Annual board meeting or conference around the corner? An in-person spokesperson training session is a value add for members and will turn your spokespeople into storytellers.

Prepare Today. Crush it tomorrow.

Here’s how we prepared one association’s spokespeople to deliver a powerful message.

The best spokespeople are the ones who’ve developed their communication skills through training and practice.

Our training ensures spokespeople:

  • Communicate a clear and consistent message

  • Develop skills to control a conversation, whether with a journalist or a potential member

  • Respond to difficult questions

With the right tools and proper guidance, anyone can become a spokesperson.

Schedule a Chat

How I Beat the Odds

It’s hard to believe it’s been 22 years since I started CS-Effect (formerly Communication Strategies Group). I’m so proud of our team, and what we continue to create. Over the last three years alone, we have experienced 60 percent growth and our client retention continues at an average of six years. Our client partnerships are what drive us and make us successful. We gain as much from them as they do from us.

It wasn’t planned. I’m what you might call an Accidental Entrepreneur. When the agency I worked for was acquired by an international firm, I found myself unexpectedly laid off. But then, a client asked me to continue managing their public relations, and that was my ‘a-ha!’ moment. I decided to give it a go and I haven’t looked back since.

Always Learning

Our clients have taken us on some wild (and educational) journeys — from tackling longhorned beetles to promoting school nutrition innovations, motorcoach travel, civic leadership, and even root canals. Working with international, national, regional, and local organizations means we’re always learning something new.

I’m incredibly proud to be a woman business owner, especially knowing that only 25% of small businesses make it past the 15-year mark. This year, as we celebrate our 23rd anniversary, I’m more excited than ever about the future.

Some of our favorite memories over the years include:

  • Launching The Confident Patient, authored by Beth Myers, CEO, and Wendy Benson, COO, of 2x2 Health, a healthcare concierge company. We developed a strategic campaign that secured media attention from Maria Shriver’s Sunday Paper, Becker’s Health, WGN, WLS, and other top outlets. 

  • Successfully announcing the appointment of the new CEO for the Girl Scouts of Greater Chicago and Northwest Indiana. 

  • Positioning Carolyn Hendrickson, CEO of Tandem Group, a strategic consulting agency, as a thought leader in the manufacturing industry by securing her an ongoing guest column in Industry Week

  • Garnering extensive media coverage in Chicago for Myetie Hamilton, CEO of Leadership Greater Chicago, the first Black woman to lead the organization, including features on WLS-TV, Chicago Defender, and a cover story in Chicago Citizen during Black History Month.

Looking Ahead

Like many industries, communications has and will continue to face major disruptions with the advent of new technologies. How we communicate continues to evolve. It seems like yesterday when clients demanded to be on the front page of the WSJ. Platforms like LinkedIn, Facebook and TikTok changed how we reach audiences in a much more personalized way.  As AI weaves its way into communications, we are ready to evolve with this latest technology.

However, no matter how advanced technology becomes, there will always be a need for us to craft and share our own stories in the most authentic way. I am looking forward to continuing to build our talented team and diversify our client base and take CS-Effect to the next level.

We can’t wait to see what the next 20 years will look like!

What's In, What's Out: PR Predictions for 2025

Check out our anticipated changes to the PR industry, and read about an eye-opening experience at a Chicago TV station.

"For journalists, constant pitch letters are 'out' and expert sourcing platforms are 'in.' Reporters will increasingly seek ways to cut through the noise of pitches, turning to platforms like Qwoted, an online resource for credible and relevant sources." 

"Similar to last year's ins and outs, I think we’ll see a continued emphasis on authenticity and connections rather than seemingly perfect portrayals in PR campaigns."

"We'll prioritize new technologies to create stronger content strategies that resonate with our intended audiences, rather than focusing on mediocre AI-generated content just to 'feed the machine'."

"With AI being used more and more in written materials, I think e-interviews will be “out” in favor of traditional phone/Zoom interviews. The reason? Journalists want real answers, not AI-generated answers."

"Thought leadership, authentic expertise and specific insights will be increasingly important to reporters and audiences as we navigate an era of (and can increasingly recognize!) AI-generated content."


Let's Connect

One more thing that’s "in' for 2025? Real relationships with real people.

Nearly 90% of our business is driven by word-of-mouth referrals. So if you'd like to be a 'connector' (potential client, a partnering agency, or someone in our industry who's fun to work with) please introduce us through email

Take a Walk in My Shoes at CBS Chicago
by Sara Awaleh

When it comes to local TV, I’m not afraid to admit I’m learning new things every day. Despite being in the PR industry for about three years now and having several friends who work in TV, my work has almost always focused on...read more.

A PR Year to Remember

CS-Effect’s year has been full of successes: new clients, exciting projects, and fun team outings. As we begin the countdown to 2025, let’s look at just a few highlights from our agency’s year (and check out our other work on our website). 

Agency and Client Highlights

Shared stories of award-winning improvements in school nutrition for Action for Healthy Kids (AFHK) and the USDA at the Healthy Meals Summit.

Secured high-profile Chicago media coverage for the new CEO of Leadership Greater Chicago.

Brought membership engagement to life through video interviews at the Alliance for Academic Internal Medicine’s annual conference.

Positioned the American Association of Endodontists' Board President as an expert in high profile consumer media, including People Magazine, Yahoo Life, Delish and more.

Launched the AIHA's heat stress app, and landed high-profile media coverage in target media outlets including The Weather Channel.

Kicked off the American Bus Association’s Centennial Celebration planning as CS-Effect is named their agency of record.


CERTIFICATIONS


TO WRAP IT UP...

This year-in-review is just a snapshot of the incredible, jam-packed year our agency has experienced. None of it would have been possible without the partnership and trust of our amazing clients—thank you for making this year so fun and successful!

We’re looking forward to a short holiday break to recharge before picking up our pens again in the new year.

From all of us at CS-Effect, Happy Holidays—and we’ll see you in 2025!

Our 2024 summer internship program is underway!

Welcome, Ashleigh!

We are excited to welcome Ashleigh Simpson, our new intern for Summer 2024. Ashleigh is a senior undergraduate student at Indiana University, majoring in Media Advertising and East Asian Languages and Cultures.

Ashleigh is involved with IU’s Women in Media organization and its American Institue of Graphic Arts (AIGA) chapter. She is passionate about visual arts and using creative media to tell stories and communicate objectives.

Ashleigh will help organize CS-Effect's archive of client work and assist with other ongoing media projects. She is looking forward to strengthening her knowledge and experience in PR/communications.

And Just Like That...


Twenty years have gone by. Like many accidental entrepreneurs, it started on a rough note in 2003 after the boutique PR agency where I worked for 12 years was gobbled up by an international marketing firm. Let’s just say I wasn’t around for long after. What was a devastating event at the time led to an amazing 20-year journey of working with talented people to develop communications strategies that navigate crisis situations, elevate brands and position thought leaders.

Forever grateful

When other agencies scaled back during the pandemic, CS-Effect continued to grow. Over the last two years alone, we have experienced 60 percent growth and our client retention continues at an average of six years. Our client partnerships are what drive us and make us successful. We gain as much from them as they do from us.

We have reached many milestones over the past 20 years including partnering with new organizations; rebranding to CS-Effect; becoming certified as a women-owned business. A few of our fondest memories include:

  • Driving around in a Volkswagen Beetle with a “Beetle Buster” logo decal on the side! We created the “Beetle Buster” campaign to educate Chicagoans about the dangers of the Asian Longhorned Beetle! 

  • Promoting Tuscany in Chicago via high profile events, including a fashion show with body painted models wearing jewels from Tuscany (I guarantee we couldn’t pull this off in 2023!)

  • Launching the rebrand of the Oak Park/River Forest Food Pantry to Beyond Hunger, receiving widespread media coverage knowing that we are positively impacting lives.

  • Filming Queer Eye for the Straight Guy with our client Mooseheart!

  • Sharing my accidental entrepreneur adventure in front of 50 Girl Scouts at the Girl Scouts of Greater Chicago and Northwest Indiana Camp CEO. 

  • Securing Still Alice author Lisa Genova as a keynote speaker for NorthShore University HealthSystem’s Center for Brain Health’s launch event.

  • Receiving a Golden Trumpet Award from the Publicity Club of Chicago (PCC) for our work on the American Industrial Hygiene Association’s Back to Work Safely initiative during the height of the pandemic. The initiative  resulted in the Backtoworksafely.org guidance documents being downloaded more than 1.5 million times, featured in over 60 stories in national and international media outlets, including the WSJ, USA Today, and even referenced by the CDC, U.S. Chamber of Commerce and governors’ offices throughout the country.

  • Rebranding Communication Strategies Group to CS-Effect.

  • Giving the toast about how far we’ve come at our 10th anniversary!

 A Team Effort

Early on I knew I didn’t want to go it alone. I needed colleagues that complement my skill set to brainstorm with. We have had an incredible team over the years of people who have been with us for years, as well as those who have taken time off to have children, etc. I want to thank all of them, including Katie, Karen, Kiera, Jennifer, Maggie and all of our former employees and interns. A special thanks to Lynda Carlisle who joined the team nearly 18 years ago, after leaving the American Cancer Society. She was looking for an agency with flexibility, and she’s been an incredible partner ever since. She was here when I left the country to adopt my now 13-year-old daughter. What I thought would be a 2-3 week leave ended up taking 4 months – living in Nepal while working through a lot of red tape to bring my daughter home. The business wouldn’t have survived without the greater team and such supportive client partners.

Many of us are parents who understand the need to be flexible; children get sick and doctors aren’t scheduling visits after working hours. We’ve grown together and supported each other through child rearing, caring for elderly parents, divorces, family deaths, teenage years and more. We’ve celebrated our personal triumphs, marriages (including introducing a couple to each other who are now celebrating their 5th wedding anniversary) and dreams. I believe, now more than ever, in a flexible workplace allowing people to accomplish what they need to professionally and personally.

Looking Ahead

Clients are more sophisticated and understand that communications is an integral component of a comprehensive business growth plan. Data analytics help us more effectively inform our strategies that are ROI driven with quantifiable results.

Like many industries, communications has and will continue to face major disruptions with the advent of new technologies. How we communicate continues to evolve. It wasn’t long ago that our clients were focused on securing media coverage. Platforms like LinkedIn, Facebook and Twitter have forever changed how we communicate.  As the world of artificial intelligence quickly develops and weaves its way into communications, we are ready to evolve with this latest technology.

No matter how advanced technology becomes, there will always be a need for us to craft and share our own stories in the most authentic way. I am looking forward to continuing to build our talented team and diversify our client base, mentor young people in the industry, get more involved in our professional societies, and take CS-Effect to the next level (and planning a few vacations in between).

We can’t wait to see what the next 20 years will look like!

Looking for a Few Good Mentors for Chicago-based Project OneTen

We are thrilled to partner with Project OneTen, a Chicago-based organization dedicated to strengthening the academic foundation for boys of color during their transition from 8th grade to high school. Our team will work with Project OneTen to elevate awareness of the program and help recruit mentors.

According to Dirrick Butler, founder and executive director of Project OneTen, “For boys of color in Chicago, the transition from eighth grade to high school often carries additional pressures and stressors that impact their ability to build a solid foundation for academic success.”

Project OneTen’s investment in communications will be matched dollar for dollar with our pro bono time, with a focus on recruiting mentors who play crucial roles in the lives of the students. Our team will also be working closely on thought leadership activities.

“We fully support Project OneTen’s vision to create a community where boys of color have the power to drive positive change and thrive academically and personally,” said CS-Effect CEO Candice Warltier.

Project OneTen’s Freshman Success Program is a year-long cohort-based program held during the participant’s first year of high school. This selective program provides each student with a dedicated mentor, an academic coach, a supportive cohort of peers, a community of volunteers and partners from across the city all actively rooting for their success.

Evolving our partnership with ACOFP

We are excited to be partnering again with The American College of Osteopathic Family Physicians (ACOFP) and helping them to increase and grow their memberships, build on engagement strategies, and reaching new audiences. ACOFP is a professional medical association that represents more than 20,000 practicing osteopathic family physicians, residents, and students throughout the United States. ACOFP supports its members by providing resources such as education, networking, and advocacy. Now until the end of the year, we will be working diligently with ACOFP to drive exceptional results with our communications plan.

We are beyond thrilled to have the opportunity to work with such an amazing organization that caters to providing high quality care, improving patient outcomes, and reducing health disparities. We thank you for entrusting us to further develop ACOFP.

New Intern Alert: Welcome, Areonna!

CS-Effect is delighted to welcome Areonna Dowdy as our new intern for our Fall 2022 internship program. Areonna is a 2nd year graduate student at DePaul University and will be receiving her masters in sports journalism. Areonna will be responsible for drafting communications materials, assisting with administrative activities, and providing support with client, business, and firm management projects.

Areonna graduated with her bachelors from Marquette University in 2019 and decided to continue pursuing a career in journalism. Areonna has written stories for Urban Milwaukee and Milwaukee Neighborhood News Service. In 2020, she started her own sports blog called The Ari Assist where she highlights women in sports, conduct interviews with athletes, and talk about pressing issues beyond sports. This year, Areonna had the opportunity to cover the WNBA All-Star weekend in her very own city, Chicago.

Areonna is the secretary on the board of DePaul University Association of Black Journalists. This is her second-year being on the board after serving as the treasurer during her first year.

We welcome Areonna, with her deep passion for journalism and can’t wait to see the wonderful work she produces.

Advice from an Accidental Entrepreneur

As an accidental entrepreneur, I was not seeking to start my own company but after being laid off when an agency I worked for was gobbled up by an international company, a client asked me to continue to help them manage their public relations. It was an AHA moment and I decided to give it a try. Since then, a lot has changed. Our team has grown and we are celebrating our 18th anniversary of CS-Effect, a strategic communications agency.

I’ve learned a lot along the way but here are a few pieces of advice.

Don’t Go it Alone

Find talented, trustworthy people who complement you to join your team! The most successful entrepreneurial leaders understand they don’t have to be the best at everything. They just have to identify and appreciate the differences people bring to the table and know how to put them to use. It’s especially important to listen to different opinions and respect your team members who push back. A diverse group of opinions leads to better outcomes.

Navigate the Ebbs and Flows

It won’t always be easy but being flexible and understanding that there will be ebbs and flows along the way will benefit you in the long run. My philosophy has always been to do whatever I could to retain talent even when times were rough.  That means budgeting correctly and proactively looking for new opportunities even during the Flows.

Build a diverse portfolio

Diversify. Diversify. Diversify. You hear it from your portfolio manager for a reason. By diversifying your client base you can reduce the risk of significant loss. Many companies that had a large percentage of healthcare companies as clients didn’t fair well as a result of COVID.  However, those that maintained a diverse portfolio of clients representing many industries, non profits as well as govt contracts were able to sustain their revenue and in some cases grow.

 

 

 

 

Realigning Strategies to Better Serve Members in the Pandemic

This article first appeared in the Forum Magazine on October 27, 2020.

COVID-19 thrust a professional association’s members into the national spotlight.

By Candice Warltier

After COVID-19 hit, it was clear that 2020 was not going to be the same for associations. In fact, according to a study conducted by CS-Effect and Researchscape, 66% of association executives indicated they converted their live event to a virtual meeting this year, with another 12% canceling altogether. Many quickly learned the challenges of developing virtual programming and focused on engaging members through webinars (84%) and more frequent e-communications (75%), according to the survey.

66% of association executives indicated they converted their live event to a virtual meeting this year, with another 12% canceling altogether.

While associations continue to struggle with engaging members in new ways, the American Industrial Hygiene Association (AIHA) has turned the challenges of COVID-19 into an opportunity to connect and develop a renewed sense of energy for its 8,500 members. It hired CS-Effect to help shift focus from programming to supporting the profession and demonstrating value. In many ways, AIHA leveraged COVID-19 to become more introspective and realigned its strategies to serve its members in ways never possible before the pandemic.

AIHA is an association for scientists and professionals committed to preserving and ensuring occupational and environmental health and safety (OEHS) in the workplace and community. Founded in 1939, the association supports members with expertise, networks, comprehensive education programs and other products and services that help them maintain the highest professional standards. AIHA serves as a resource for people employed across the public and private sectors, as well as for the communities in which they work.

AIHA members were among the first professionals to see the impact of COVID-19 when the pandemic infiltrated companies. Many members were forced to develop risk mitigation plans to keep employees safe from COVID-19 while continuing to work.

As Richard Fulwiler, Sc.D, CIH, FAIHA, instructor at Harvard School of Public Health explains, “We need to leverage this opportunity. Most people have never heard of PPE [personal protective equipment] until now, and OHES [occupational health and environmental services] professionals are the experts in understanding the proper use of PPE.”

Dr. Fulwiler was not the only member to express interest in leveraging this unique opportunity. AIHA received calls from members — who were spread out across the nation and represented all industries — indicating their frustration with the national news miscommunicating the proper use of PPE. As a result, AIHA launched a national campaign to educate the public about a variety of issues. That included proper use of PPE, guidance on cleaning and disinfection, engineering controls to improve indoor air quality, reopening protocols for buildings closed due to the shutdown and more.

AIHA proactively reached out to journalists, encouraging them to speak with AIHA members. A group of members volunteered to serve as spokespeople representing specific industries and various expertise. These experts shared their experiences and knowledge at a time when previous exposure to mass media was limited at best. AIHA recognized this opportunity to share with the world what they realized all along: Workplace health and safety are a systemic force toward economic security. Safe and healthy workplaces maximize output and minimize risk (and all that comes with it). 

According to AIHA CEO Lawrence Sloan, “COVID-19 has put a spotlight on our profession and positioned many of our members front and center as experts in occupational health in their workplaces and in the forefront of the country’s public eye.”

As a result, AIHA secured national news stories in USA TodayThe Wall Street Journal and more. However, positioning AIHA members as experts in PPE was only the beginning. AIHA was interested in developing industry-specific guidelines on how companies could reopen their businesses safely. Members generously dedicated hundreds of hours to develop valuable resources for employers seeking to reopen their buildings and protect their workers and customers from COVID-19. The Back to Work Safely Task Force consisting of 25 members, plus a COVID-19 ad hoc committee of approximately 30 volunteers, formed in April and were charged to work with already-established committees such as the Indoor Environmental Quality Committee and the Non-Ionizing Radiation Committee to develop guidance documents, infographics, white papers and fact sheets.

“COVID-19 has put a spotlight on our profession and positioned many of our members front and center as experts in occupational health in their workplaces and in the forefront of the country’s public eye.” — Lawrence Sloan, CEO, AIHA

One major initiative that these committees undertook was the Back to Work Safely project.

The committees worked together to develop guidelines (backtoworksafely.org), including recommendations on ventilation, personal hygiene, physical distancing and enhanced cleaning. The target industries, services and facilities include:

  • Amateur sports

  • At-home service providers

  • Bars

  • Business services

  • Childcare providers

  • Construction

  • Dentistry

  • General office settings

  • Gyms and workout facilities

  • Hair and nail salons

  • Houses of worship

  • Institutions of higher education

  • K–12 schools

  • Libraries

  • Massage therapy

  • Museums and collecting institutions

  • Physical and occupational therapy

  • Retail

  • Restaurants

  • Rideshares, taxis, limos and other passenger drivers-for-hire

  • Small manufacturing and maintenance shops

  • Small entertainment venues (e.g., mini golf and arcades)

  • Small and medium sports facilities

  • Small lodging establishments

  • Street vendors and farmers markets

  • Transit systems

  • Warehousing/transportation

In addition to authoring guidelines, AIHA received requests for members to speak at virtual conferences on COVID-19-related topics, including Chain Store Age’s SPECS virtual conference. Here, AIHA secured a member volunteer, David Krause, Ph.D., MSPH, CIH, immediate past chairman of the AIHA Indoor Environmental Quality Committee, to share his expertise on best practices for retailers, including how specific changes to the operation and filtration of heating, ventilation and air conditioning systems can reduce airborne exposure to COVID-19 and other viruses.

The global pandemic has proved to be a driving force in engaging members who had never volunteered. AIHA reflected on its priorities and recognized the need to make changes midcourse. Staff and volunteer leaders pushed their established strategies aside and instead elevated the needs of the profession. In doing so, this association demonstrated strong action and responsiveness to its members during an unprecedented time and undoubtedly increased the loyalty, affinity and engagement among its members.

While leading an organization during a pandemic raises new and difficult challenges, in the case of AIHA, it has also produced some of Sloan’s most rewarding experiences.

“I am so proud of our volunteers for their invaluable input and action to help make the world a healthier place during this uncertain time,” he says. Sloan believes the future is bright for AIHA members, which means a bright future for everyone’s health and safety as well.

Welcome, Nathan!

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CS-Effect welcomes Nathan Branch, our new communications assistant. Nathan is a public relations student at Columbia College Chicago, graduating in the Spring of 2021.

Nathan possesses strong PR/Communications skills that will be valuable in our work with clients. "I am looking forward to continuing my personal and educational growth while strengthening my skills set and making new connections to build sustainable relationships,” he said.

He is passionate about global impact and sustainability initiatives and advocating for the environment and all of us who live here. We're excited to get to know and work with Nathan and have no doubts about his future success. 

Congrats, and welcome to the CS-Effect family!

IT’S TIME TO THRIVE

By Candice Warltier, Founding Partner, CS-Effect

(this article first appeared in the January 2021 issue of Association Forum magazine)

 Forget simply surviving the pandemic. See how one organization got stronger by growing its relationships with members and sponsors.

Corporate and association leaders will never forget when a global pandemic shut down businesses with great uncertainty about reopening. Many associations brought together leadership teams to contact host sites and vendors and renegotiate contracts, frequently canceling live events entirely. Others quickly adopted new technology to host virtual events or work with sponsors to identify creative solutions to reach and communicate with members.

Chicago Innovation was no stranger to 2020’s challenges: The association hosts—and relies on —events year-round for people to share ideas, find opportunities and build relationships with innovators in and around Chicago. And, to be sure, most associations in general rely on these sorts of meetings to generate revenue. The top two revenue streams for associations are membership dues (44%) and events (33%), according to a survey conducted by market research firm Researchscape and CS-Effect. Nearly three out of four associations named exhibiting at a conference as the primary sponsor benefit.

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Given the pandemic’s effect on the organization’s business model, Chicago Innovation had no choice but to, well, innovate. Their business transitioned from solely hosting live events to producing virtual events while increasing event registrants, strengthening relationships with sponsors and even gaining new sponsors.

How It Unfolded

Early last year, Illinois Gov. J.B. Pritzker made the announcement that all schools and large events were banned due to COVID-19. The Sport of Innovation, one of Chicago Innovation’s largest events with 600 attendees, was supposed to kick off just three days later. “We canceled the event, and everyone was understanding, including the site vendor and caterer who gave us a full refund,” says Luke Tanen, executive director, Chicago Innovation. “In early April, we didn’t know when things would return to normal, so we planned to reschedule and thought that by June we would be doing in-person events again.” In mid-April, the team realized COVID-19’s impact would be more serious, with live events canceled indefinitely.

Chicago Innovation leaders came together to quickly plan and schedule virtual events, identifying timely topics that would resonate with its audience and help them through this difficult time. Chicago Innovation had also originally planned to host the Chicago Student Invention Convention (CSIC) in April with more than 1,000 students and educators. Chicago Innovation leaders pivoted to an all-virtual event and secured more than 100 people as judges. Encyclopedia Britannica, a sponsor of the in-person event, had a program called LumieLabs that allowed for the substitution of traditional trifold display boards that students used to share their inventions.

When the entire CSIC program transitioned to a virtual event, videos became an essential component for students to communicate their inventions with judges. “The CSIC team has been a great partner, and we felt a kinetic synergy between our teams right from the start,” says Sal DeSpirito, senior vice president of marketing and business development, Britannica Group. “It was an absolute pleasure to partner together and help shape this competition to accommodate the current environment.” The partnership proved more than successful. Ultimately, Chicago Innovation had over 1,600 people watch the virtual CSIC — 600 more people than the traditional in-person event, Tanen says.

A New Value Proposition

Before the pandemic, Chicago Innovation had never hosted a virtual event. For the first virtual event, the Chicago Innovation team chose a timely topic: Innovation Is Survival. The event focused on how organizations need to embrace innovation more than ever — not just to compete, but to stay in business. Approximately 350 people registered, which was slightly more than projected for an in-person event.

Other topics included how to lead during a crisis as well as helping companies navigate the Paycheck Protection Program, which featured Ed Wehmer, founder of Wintrust Bank. “We chose topics for the virtual events that people needed to hear about right now,” Tanen says. “We are all writing this playbook together and learning together.” Another key virtual event element was ensuring a high degree of audience engagement and interactivity. Chicago Innovation created events where the audience could ask questions and interact, including incorporating polling so the panelists could react to the sentiments of the audience. All events were put together within three weeks and hosted via Zoom.

By hosting these virtual events, the association was able to offer two events per month rather than the typical one event a month. Tanen says that prior to the pandemic, Chicago Innovation would have never operated at this speed given that in-person events take a lot more time to secure a host site, caterer, vendors and speakers.

 The Sponsor Pitch

Chicago Innovation’s success is highly dependent upon its relationship with sponsors, so leaders were quick to communicate to all sponsors and reassure them that Chicago Innovation was continuing forward, just changing the method. There were three keys to success in maintaining and increasing sponsorships during this time, Tanen says.

First, the organization’s mission and programs remained the same. Second, Chicago Innovation leaders reassured sponsors that events would continue to attract large crowds and that sponsors would have the opportunity to showcase services and products to the Chicago Innovation community. Virtual events also provided a platform to reach an even larger audience.

“We can reach more people because it’s easier to get people who are in the suburbs and in other cities to tune in,” Tanen says. “When we return to normal, we will offer both in-person and virtual events.”

Lastly, and the biggest challenge, was creating an environment for networking, which is a top priority to Chicago Innovation members. “It’s not the same as an in-person cocktail reception, but we now host networking sessions via virtual break rooms, and we share the guest list and LinkedIn profiles before and after the events,” Tanen says. “It’s worked. We’ve had nine sponsorship conversations and all have returned. The value proposition is still high, and they know we will do everything we can to meet their needs.”

Another key takeaway is that the success of a sponsored partnership is highly dependent upon the relationship. “A lot comes down to the relationship we had going into this,” Tanen says. “We have always focused on relationship building with sponsors and partners. Not just meeting them once a year, but always checking in with them and seeing what we can do to help. This enabled us to become partners with them. That foundation was already there.”

Wintrust Bank has been a sponsor of Chicago Innovation since 2013 and is part of a larger element of branding that focuses on small business and economic development. Wintrust saw the impact of the virtual events and approached Chicago Innovation to be its technology partner. Despite the pandemic, the financial institution decided to increase its investment with Chicago Innovation by 25%. “We support organizations that help people start new business, especially during challenging times,” says Matthew Doubleday, chief marketing officer, Wintrust. “Chicago Innovation was one of the first to pivot to virtual events and do it well, keeping the audience engaged.”

“It is a clever example of how a typical relationship with a sponsor can be transformed,” Tanen says. “If there is a lesson to be learned, it is to understand that sponsors have new needs that are totally different than in the past, and you may be able to add value in new ways that you didn’t before.” In addition to strengthening relationships with existing sponsors, Chicago Innovation secured new sponsors during the pandemic, including Walgreens — now one of the organization’s largest sponsors — and Molex, a manufacturer of electronic, electrical and fiber optic connectivity systems.

The 2021 Push

As association executives look to the future, 49% indicate they feel neutral, according to the Researchscape and CS-Effect survey. “One of the biggest barriers to innovation is uncertainty about the future,” Tanen says. “For my team, we realized the rules have radically changed overnight, and we have to now operate in this new set of norms. The quicker we accepted it, our innovation took off.” With the future unknown, it’s best to begin strategizing with your sponsors and plan for both in-person and virtual events. “This year, whether virtual or in person, we will be ready for all of it,” Tanen says.


My time at CS-Effect

I knew that my time with CS-Effect would offer many learning opportunities: not only was I starting a new internship in a small-but-mighty communications agency, I was starting the experience entirely remotely in June 2020. I could never have anticipated the amount I learned about public relations and communications in such a tumultuous year.

From virtual event planning to media relations work, I collaborated with the team at CS-Effect to deliver results for clients in major ways. Under the guidance of Candice and Lynda, I enjoyed many opportunities to develop content and messaging for clients in a variety of industries as we all tried to navigate a new, strange “normal.” The changes in all of our lives required strategic, thoughtful planning and sometimes some quick pivoting for our clients. Being actively involved in implementing such changes was truly amazing.

As I transition to my new position at a healthcare technology company, I feel empowered by the real-life skills and insights gleaned from this internship. My time at CS-Effect will never be forgotten—both in knowledge gained and circumstances navigated. I’m so grateful for this internship experience!

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