AMS or CRM – a Candid Conversation

Play Video

Native AMS, Salesforce, Microsoft Dynamics, or NetSuite – Options Abound! 

Join our band of friendly rivals for a lively discussion about the different approaches between platforms, key features that ALL associations need in their AMS/CRM and tips for a successful selection regardless of the platform you choose. Our panelists each have more than a decade of experience in helping associations select the right AMS/CRM and are here to help you start down the path to a successful selection!


Key Takeaways:

  • Learn the difference between a CRM and AMS
  • Acquire selection tips from professionals who work with dozens of associations each year
  • Discover the key features that should be included in every AMS/CRM discussion



Moira Edwards
Ellipsis Partners

Jennie Koss
Senior Consultant
Cooper Consulting

Wes Trochlil 
EDM – Effective Database Management


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, share ideas and ask your specific questions around managing data with the other participants and panelists.

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.




Jun 01 2023


2:00 pm - 3:00 pm


  • Jennie Koss
    Jennie Koss
    Senior Consultant, Cooper Consulting, Inc.

    Jennie Koss has 25+ years of experience in technology and business consulting for associations and not-for-profit organizations and is one of the founding member of the Cooper Consulting, Inc. team. She has effectively managed technology assessments, system selections, software implementations, IT staffing studies, system upgrades, and software integration projects for associations. She has also worked at Booz·Allen·Hamilton, leading process redesign efforts and website design for clients. Jennie holds a BS degree in engineering from the University of Virginia.

  • Moira Edwards
    Moira Edwards
    President, Ellipsis Partners

    Moira Edwards, MS, CAE is the President of Ellipsis Partners and focuses on the impact of technology on organizational strategy. Ellipsis Partners works exclusively with associations and non-profits on technology assessment, digital strategy, and system selection and implementation. Moira joined Ellipsis Partners after 15 years as an association leader and staffer. She is a co-founder of AWTC, Association Women Technology Champions. She volunteers with ASAE and was the 2017 Chair of the Technology Council. Hailing from Dublin, Ireland, she holds a BA in Business & Economics, an MS in Psychology, and is a Certified Association Executive (CAE).

  • Wes Trochlil
    Wes Trochlil
    Founder EDM – Effective Database Management

    Wes Trochlil, president of Effective Database Management, is an award-winning consultant, and the most published author on data management in the association market. For nearly 35 years, Wes has worked in and with over 250 associations, non-profits, and membership organizations throughout the US, Canada, and Australia. Wes helps organizations select and implement data management systems, advises clients on how to use the database and data for improved marketing and communications, all while advancing the organization’s mission.

QR Code

Stay Up To Date

Subscribe and be notified when new episodes and resources are released.