CAE Approved Provider

AMS Selection from the Trenches

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We dig into the trenches and explore the real-world process of AMS selection by inviting two of our own clients who selected an AMS System in the past 90 days to share their experiences.

We’ll conduct a retrospective discussion and share what went well, and what they wished they had done differently so you can benefit from their experiences.

Key Takeaways

  • Hear the real-life stories of two associations who just finished the selection process.
  • How they managed and engaged their SME team and CEO to help with selection.
  • Learn tips on how to handle your upcoming software selection process for an AMS or other key systems (LMS, Communities, Financial System, MSP) that you may plan to select in 2023.
  • Get your questions about AMS Selection answered by those who just went through the process.

EXTRA 30 ​

Due to the popularity of this topic, we’re adding an EXTRA 30 minutes with the panelists from 3:00 to 3:30. This is your opportunity to ask questions and share ideas on AMS Selection process with the other participants and panelists.


Joye Blanscett
Executive Director of Operations
Sheet Metal and Air Conditioning Contractors’ National Association (SMACNA)

Annie A. Coldstream
Vice President of Member Engagement and HR
Massachusetts Bankers Association

AMS/CRM Resources

501Works had developed top resources to help you prepare for an AMS/CRM selection process.  


Attend to Earn CAE Credits. As a CAE Approved Provider for the educational program related to the CAE exam content outline, this program may be applied for 1.0 credits toward your CAE application or renewal professional development requirements.

How to Submit Questions

The CIO Hour will be recorded each month in case you miss it. However, we hope you attend and engage with the industry experts and other participants regularly so you continue to boost your IT-IQ.

The event is finished.


  • CAE Credits: 1.0


Feb 09 2023


Eastern Standard Time
2:00 pm - 3:00 pm




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