A new Strategic Health Care Marketing webinar for healthcare marketers and strategists

CRM in Action: Building Smarter, More Integrated Programs

Wednesday    |   February 25, 2026    |   2 p.m. Eastern

Your Presenters:

• Laura Lee Jones, Founder & CEO of LionShare
• Kelly Faley, Principal, Kelly Faley Consulting LLC
• Denise Davis, Vice President, Marketing Technology & Operations, Emory Healthcare
• Craig Kartchner, Chief Marketing & Customer Engagement Officer, HonorHealth

Moderated by:

• Therese Lockemy, Founder and Principal Consultant, Inner Path Digital, L.L.C

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Sponsored by:

This event is free to attend thanks to our event sponsor.

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Healthcare marketers are under increasing pressure to show results, but CRM programs still struggle to deliver on their full potential. In this expert panel, four industry leaders return to share new insights, lessons learned, and evolving strategies for turning CRM into an enterprise growth engine.

From operational readiness to data governance and cross-functional alignment, we’ll explore what it really takes to build CRM programs that move the needle across patient engagement, referral growth, and system-wide visibility.

In this webinar, you’ll learn how to:

• Identify and prioritize CRM use cases that align with organizational goals, including growth, retention, and value-based care initiatives

• Avoid common data and campaign missteps by improving integration and governance

• Design CRM strategies that engage both consumers and referring physicians

• Build the cross-functional alignment needed for long-term success

• Translate insights into action, whether you’re launching, scaling, or refining your CRM

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Webinar at a Glance

Date:   Wednesday, February 25, 2026
Time:   2 p.m. Eastern, 1 p.m. Central, 12 p.m. Mountain, 11 a.m. Pacific
Duration:   60 Minutes
Cost:   This event is free to attend, thanks to our event sponsor.

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Can’t attend on February 25?
Register now and get the webinar recording to view at your convenience.
Everyone who registers will be sent a link to the webinar recording after the event.

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The 12 Most Pressing Issues for Condo/HOA Boards In the New Year

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, December 18, 2025
2-3 p.m. Eastern

Free Member Webinar Members can register for this event at no cost by clicking register now. Not a member yet? Just sign up for a free 7-day trial, and then register here.

The condo and HOA world is going through huge upheaval, from increased insurance costs to tighter requirements on reserves and maintenance to the use of artificial intelligence to both benefit and to attack boards.

The coming year promises to be just as intense. That’s why the best-run boards are working now to prepare their condo/HOA for the issues they’re most likely to face in the coming year.

We can help you identify and prepare for the challenges of 2026. Join us for a must-attend webinar on December 18. You’ll hear four community association experts with decades of experience discuss the trends they expect to be front and center in 2026, along with what you need to know to ensure you’re ahead of the curve instead of constantly putting out fires.

Here are 12 hot topics our experts are tracking for their clients:

1. What to know about the dramatic rise in recalls and contested elections, including how to prevent them with smart, proactive steps early rather than after-the-fact damage control
2. What you need to know about owners unleashing artificial intelligence on both boards and their association attorneys
3. The tactics boards are using to stay insured without breaking the bank
4. Why you should be preparing for increased delinquencies, including implementing or updating your collection policy
5. How to handle owners’ more-frequent records requests and demands for transparency
6. Tips for addressing your aging infrastructure without creating a financial crisis
7. Why California’s new law capping most condo/HOA fines at $100 is both a horror story and a heads up for boards nationwide about the importance of being aware of what’s happening in your state and local governments
8. Tactics for conveying bad news—perhaps assessment increases or special assessments—to your owners without facing mutiny and over-the-top anger
9. Why regulatory complaints against condos and HOAs are on the rise (spoiler alert: they’re relatively cheap or even free to file) and best practices and steps for dealing with those that will inevitably be filed against your association
10. How some California condo and HOA boards learned hard lessons after the “damage and destruction” language of their governing documents became an issue after wildfires
11. How technology is affecting condo and HOA notices—can you just email notices for such things as your annual membership meeting to members to save time and costs of postage?
12. When trying to curb attorneys’ fees can backfire and even lead to criminal penalties against your board members

In 60 information-packed minutes, you’ll get the information you need to ensure that 2026 is your association’s best and most positive year ever. Register now for this informative event for community association board members.

Enforcement of Your HOA’s Rules: How to Create Enforceable Rules, Effective Fines, and a Fair Violation Process

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, October 2, 2025
2-3 p.m. Eastern

Our experts tell us that tensions continue to escalate at condos and HOAs—and more and more angry owners are more defiant and willing to challenge authority than ever before. So enforcing your condo or HOA’s rules in today’s environment must feel like you’re in a high-wire act.

But ensuring that rules in your community are enforced consistently and fairly doesn’t have to be a pitched, tense, and unpleasant battle between your board and your homeowners. With some smart planning, you can make enforcing your HOA’s rules quicker, easier, and less stressful.

Join us for an in-depth webinar on October 2 led by two community association experts who have decades of hands-on experience in advising associations on how to create and enforce rules and insights on the day-to-day operations of rules enforcement. You’ll get up-to-date practical ideas, systems, and processes you can begin to take advantage of at your association the minute the webinar ends.

You’ll learn:

• The role of the lowly rule in HOAs, being less powerful than a CC&R or a bylaw, but easier to implement than provisions in those weightier documents
• How to determine the steps you need to follow to create enforceable rules
• Tips for identifying what you can handle with a rule and what you should never try to accomplish through a rule
• How fines fit into rulemaking, including how to set an effective fine amount and how to know when you’ve gone too far with a fine
• The steps you need to take to create an effective violation system — from notice of a violation to providing a meaningful right for owners to state their defense at a fair hearing
• Insights into rules you’ll never be able to enforce and fines that’ll fall short of their goal to curb repeated violations
• Suggestions to help you avoid the most common mistakes boards make creating and enforcing their rules
• And much more!

In just 60 minutes, you’ll gain practical, valuable tools you can use right away to make your rules more enforceable and your violation process more fair. Register now for this informative event for community association board members.

A new Strategic Health Care Marketing webinar for health care marketers and strategists

Pediatric Marketing in 2025: What Are Parents Really Thinking About Children’s Health Care?

Wednesday    |   May 21, 2025    |   2 p.m. Eastern

Your Presenters:

• Deb Pappas, Vice President, Chief Marketing & Communications Officer, Connecticut Children’s
• Bob Davidson, Vice President, Marketing & Communications, Children’s Nebraska
• Leona Wong, Director of Brand Strategy, Stanford Medicine/Children’s Health

Moderated by:

• Rob Klein, Founder & CEO, Klein & Partners

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Sponsored by:
Klein & Partners

This event is free to attend thanks to our event sponsor.

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The 13th annual edition Klein & Partners National Consumer Insights Study (NCIS) — a survey of 1,000 health care decision-makers from across the country — focuses solely on how parents view health care and how they make decisions for their children.

If you have been looking for detailed national data to inform your marketing planning for pediatric services, this study will give you a deeper understanding of parent perspectives and preferences and enable you to effectively tailor your pediatric marketing initiatives.

Our panel of experts will weigh in on the survey results and share insights from their lived experience as marketing leaders in children’s hospitals.

Join us for this free webinar on Wednesday May 21, 2025 — you’ll come away with actionable insights from the latest pediatric-focused research and commentary from our panel.

You’ll learn:

• The four segments of children’s health and how they shape parent behavior
• Where parents turn for information and what they actually want to know
• How hospital brand, pediatrician choice, and awards factor into decisions
• What drives parent loyalty and what pushes them away
• Digital touchpoints that matter — urgent care, virtual visits, online research
• Why maternity experience impacts lifetime customer value

And much more!

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Webinar at a Glance

Date:   Wednesday, May 21, 2025
Time:   2 p.m. Eastern, 1 p.m. Central, 12 p.m. Mountain, 11 a.m. Pacific
Duration:   60 Minutes
Cost:   This event is free to attend, thanks to our event sponsor.

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Can’t attend on May 21?
Register now and get the webinar recording to view at your convenience.
Everyone who registers will be sent a link to the webinar recording after the event.

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A new Strategic Health Care Marketing webinar for healthcare marketers and strategists

Strategic Health Care Marketing in Academic Medical Centers: Navigating 2025’s Challenges

Wednesday    |   April 2, 2025    |   2 p.m. Eastern

Your Presenters:

• Don Stanziano, SVP, Chief Marketing Officer, Banner Health
• Tara Coyle, Senior Director, Web Strategy at MUSC
• Suzanne Hendery, Chief Marketing & Customer Officer at Renown Health
• Charlie DeLong, SVP, Technology at Primacy

Moderated by:

• Therese Lockemy, Founder and Principal Consultant, Inner Path Digital, L.L.C

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Sponsored by:

This event is free to attend thanks to our event sponsor.

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The role of healthcare marketing in Academic Medical Centers (AMCs) is evolving rapidly. Financial constraints, ongoing digital transformations, and the increased focus on the overall patient experience are deeply intertwined in paving the way for success and growth. This discussion will explore how AMC’s can rethink traditional healthcare marketing, placing a stronger emphasis on funnel management and optimizing the path to conversion while navigating financial constraints and the need for greater efficiency. Optimized user journeys, scalable and efficient technical architecture and best in class services allow for the maximum impact and operational effectiveness.

Join us as our panelists explore how you can:

• Make Smarter MarTech investments – Discover what’s driving ROI for AMCs and how to optimize your technology stack.
  
  
• Strengthen marketing’s role in institutional growth – Learn strategies to drive impact and efficiency amid budget pressures.
  
  
• Stay ahead of AI and digital transformation – Discover what’s next for AMCs and how to leverage technology for smarter marketing.
  
  
• Adapt to shifting workforce dynamics – Explore how marketing teams are evolving to do more with fewer resources.
  
  
• Enhance patient experience through digital innovation – Uncover new ways to create seamless, patient-centered digital experiences.
  
  
• Adapt your marketing strategy to financial constraints – Learn how to prioritize resources and maximize impact among budget pressures.

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Webinar at a Glance

Date:   Wednesday, April 2, 2025
Time:   2 p.m. Eastern, 1 p.m. Central, 12 p.m. Mountain, 11 a.m. Pacific
Duration:   60 Minutes
Cost:   This event is free to attend, thanks to our event sponsor.

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Can’t attend on April 2?
Register now and get the webinar recording to view at your convenience.
Everyone who registers will be sent a link to the webinar recording after the event.

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Condo/HOA Leaders’ Dos and Don’ts: The Roles and Duties of the HOA President, Secretary, Treasurer, and Director

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, March 20, 2025
2-3 p.m. Eastern

Let’s first say thank you for volunteering to lead your condo or HOA, whether you’re president, a board member, or serving in another role. It’s a hard job, and you’re making your community a better place to live with your efforts.

But do you know exactly what you’re supposed to be doing—and not doing—in your leadership role? Have you read the job description (have you seen one?)? Do you know what the law requires of you? Do you know what actions would be considered overstepping your role?

We’ve got you covered. Join us for a March 20 webinar to hear two experienced community association lawyers walk you through:

• The difference between a condo/HOA director and an officer
  
• The role and authority of a condo/HOA president
  
• What a condo/HOA treasurer is responsible for, particularly if your management company handles your community’s financials
  
• The duties of a condo/HOA secretary
  
• What’s expected of a condo/HOA director at large
  
• Where vice presidents fit into condos/HOAs
  
• What to know if you’re a committee chair or member
  
• Your board’s authority to create additional officer positions
  
• Why some officers may have special voting or veto rights
  
• Can—and should—your members hold multiple offices at the same time?
  
• The election and removal of officers, when members refuse an office, and resignation of an officer position
  
• Where condo/HOA leaders overstep their authority and where they don’t step up but should
  
• What can happen to you if you don’t do your job or you go rogue?
  

In just 60 minutes, you’ll get job descriptions and tips for effectively carrying out your obligations as a leader in your community. Register now for this informative event for community association board members.

HOA Reserves, Assessments, Loans, and More: Are You Managing Your Condo/HOA’s Finances Wisely?

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, Sept. 5, 2024
2-3 p.m. Eastern

Are your reserves fully funded? When was the last time you increased your assessments? When was the last time you passed a special assessment?

More importantly: Are you hesitant to fully fund reserves or increase assessments because of the backlash you predict from owners?

The financial side of your role as a condo/HOA board member doesn’t have to be filled with tension and angst. Join us for a one-hour webinar on September 5 led by three community association experts—one a manager, one a lawyer, and one a reserves analyst—guaranteed to help you fund your association’s reserves and make other wise financial decisions.

You’ll walk away knowing today’s best practices when it comes to HOA reserves, loans, and how to pay for needed maintenance, repairs, and everyday HOA operations.

You’ll learn:

• Why condos and HOAs need reserves, including why your owners should be fully behind your efforts to adequately fund them
• What you need to know about how a reserve study is conducted—what physically does it cover, and what financially does it cover?
• Why you should create a reserve study policy, and what you should include in it
• The roles of loans and special assessments in your condo/HOA’s financial planning
• Steps you can take today to begin budgeting (for reserves and for your community’s operations) better
• The most common mistakes boards make when budgeting, handling and managing reserves, and communicating to owners on financial issues
• And much more!

After just one hour, you’ll know the HOA industry’s best practices when it comes to money matters at your HOA. Register now for this informative event for community association board members.

A new Strategic Health Care Marketing webinar for healthcare marketers and strategists

Inside the Mind of Today’s Healthcare Consumer: Comprehensive Study Offers Insights for Marketers

Understand the mindset of today’s healthcare consumer and how to more effectively communicate with them. Gain insights to inform your marketing plans. Join us for a free webinar to hear the latest on what consumers really think from the 12th annual Klein & Partners National Consumer Insights Study (NCIS).

Wednesday    |   July 17, 2024    |   2 p.m. Eastern

Your Presenter:
Rob Klein
Founder & CEO, Klein & Partners

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Sponsored by:

This event is free to attend thanks to our event sponsor.

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Understanding consumer preferences and behaviors has become paramount for healthcare marketers. Gone are the days when consumers passively accept healthcare recommendations. Today’s consumers are well-informed, discerning, and demand personalized experiences tailored to their unique needs.

This shift towards healthcare consumerism makes it essential to understand the mindset and expectations of the modern healthcare consumer.

The Klein & Partners National Consumer Insights Study conducted a comprehensive survey of 1,000 adult healthcare decision-makers across the country, exploring a wide array of topics.

The study offers valuable insights into the preferences, behaviors, and perceptions of individuals responsible for making healthcare decisions, providing a nuanced understanding of the evolving landscape of healthcare consumerism.

Join us for a free webinar on July 17 to get a comprehensive overview of the study, highlighting the invaluable national insights and year-over-year trends that will enable you to make better-informed decisions and tailor your marketing for maximum effectiveness.

You’ll learn:

• Why creating loyalty at the PCP level is key to brand stability and growth
• How to attract Gen Z as a ‘future’ customer? (Hint: Brands must invest in people before people invest in brands)
• The reality of consumer reactions to AI in healthcare
• Who is on the digital healthcare highway and what are they doing now
• What is COVID-brain in the non-clinical sense, and what it means for your marketing
• And much more!

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Webinar at a Glance

Date:   Wednesday, July 17, 2024
Time:   2:00 P.M. Eastern, 1:00 P.M. Central, 12:00 P.M. Mountain, 11:00 A.M. Pacific
Duration:   60 Minutes
Cost:   This event is free to attend, thanks to our event sponsor.

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Can’t attend on July 17?
Register now and get the webinar recording to view at your convenience.
Everyone who registers will be sent a link to the webinar recording after the event.

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What You Must Know to Prevent and Resolve Neighbor-to-Neighbor Disputes—Including When to Act and Not to Act

An HOAleader.com Webinar for Condo and HOA Boards

Thursday, July 11, 2024
2-3 p.m. Eastern

Even in the best-run communities, neighbors will have disputes. And sometimes neighbor-to-neighbor disputes are your business—though it’s not always easy to know when that’s the case.

Join us for a must-attend webinar on July 11 where you’ll hear from community association lawyers with decades of experience in advising associations on how the landscape has changed in the past decade over when boards need to step into owners’ battles with their neighbors.

You’ll learn:

• How to distinguish between a neighbor-to-neighbor dispute and one actually involving the association—and why it matters
• Why it’s important to keep an eye on owners’ skirmishes to ensure that the association knows when to step in as disputes evolve
• The U.S. Department of Housing and Urban Development’s guidance issued in 2016 requiring community associations to act, even if it appears a clash involves only residents, not the association
• What HUD’s rule requires of an association in resolving residents’ wars, including examples of comments or behavior based on race, sexual orientation, nation of origin, or other discriminatory factors that could trigger the association’s duty to act
• Tips for heading off on-the-ground disputes among neighbors
• Tactics for de-escalating conflict to ensure all residents feel secure in the neighborhood

In just 60 minutes, you’ll get the information you need to know when and how to act when neighbors are in conflict. Register now for this informative event for community association board members.

How to Make Your Architectural Review Committee More Fair and Effective

An HOAleader.com Webinar for Condo and HOA Boards

Wednesday, May 15, 2024
2-3 p.m. Eastern

A North Carolina case, Duff v. The Sanctuary at Lake Wylie Property Owners Association, sums up the challenges with architectural review committees—they often don’t have great policies and procedures, and they can get your condo or HOA into big legal trouble.

In Duff, the court held that an HOA’s ARC essentially put homeowners through the motions with no intention of approving their architectural requests. That arbitrariness cost the HOA dearly—$70,000 in punitive damages alone.

Duff isn’t the first case in which an ARC acted improperly, and it won’t be the last. But we can help you ensure your community’s ARC doesn’t land your association in similarly choppy waters—and we can help you tackle the new questions ARCs face today as a result of challenges triggered by new focus on structural issues as a result of the Surfside, Fla., condo collapse.

Join us for an in-depth webinar on May 15, when two community association lawyers will help you understand how you can strengthen your ARC to ensure fewer headaches, happier owners, and a fairer, more consistent outcome.

You’ll get clear and helpful information on:

• The many different ways governing documents address architectural review (some allow broad powers, others less, some have a separate and independent committee, others don’t)
• A review of a few cases in various states showing the ways ARCs got community associations in legal trouble
• Who should be on your ARC and whether you can make changes whenever you think it would improve your processes
• How to determine which architectural changes need to be approved by your ARC and which don’t—and whether that standard has changed today temporarily or permanently as a result of scrutiny post-Surfside
• The factors the ARC should consider in reviewing requests—every single time they get a request, along with tips for reviewing applications
• Whether your ARC or board can control or influence owners’ decisions about whether they can have workers on site inside and outside their homes, and when it might be wise to do so, if it’s possible
• How you and your ARC members can improve consistency and predictability for owners by creating a historical record to ensure ARC members today, and those in five years, are aware of past decisions
• How owners can appeal ARC decisions
• Dos and don’ts when it comes to ARC practices
• And much more!

In one hour, you’ll receive information you can implement immediately to ensure your ARC operates professionally and consistently—and ultimately that your owners will understand and respect your ARC’s decisions. Register now for this informative event for community association board members.