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Anatomy of a Medical Society – Fundamentals for Association Professionals

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Ms. Kelsey McQuaid-Craig MPA CAE |  April Troutman Donahue |  Kathleen Z. Shanley |  Leslie Howell |  Evan Rotert |  Caitlin M. Couture |  Mrs. Allison Lundberg |  Sylvia Salazar |  Keith Darby |  Joseph Greaves |  Ms Shelly B. Rodrigues CAE FACEHP FAAMSE |  Michael J. Darrouzet |   2 more....
5 Hours 32 Minutes
Original Program Date:
Mar 14, 2022
Never expires.


Anatomy of a Medical Society - Fundamentals for Association Professionals is an immersive program that aims to help those who are still uncovering the mysteries of medical society management, preparing participants for the unique aspects of organized medicine while providing them with a network to support them throughout their careers. 

Sessions Include

Medical Society Fundamentals

Provide an introduction/foundation about:

o what makes medical associations unique

o the core functions of a medical society, and

o rewards and opportunities that a career in medical society management provide



To provide a basic understanding of membership models, recruitment and retention strategies, member benefits and value and what makes physician organizations unique.


To provide an introduction to the role of advocacy in advancing the strategic priorities of a medical society and its members, and to provide an overview of specific advocacy strategies and techniques for effectively engaging members


To provide an overview of continuing medical education including the requirements for accreditation, successful leadership education and principles of adult learning. A high level discussion of providing continuing medical education, both accredited and non-accredited as a member benefit will also be shared.


To provide a basic understanding of fiscal roles and responsibilities and how they relate to the health of an association


To provide an overview of medical association governance, common governance bodies and processes, how governance connects ideas to action, ethics and compliance.


To recognize key marketing concepts, including communications, branding, PR/media relations, member segmentation and value proposition development.

Frequently Asked Questions


Anatomy of a Medical Society – Fundamentals for Association Professionals is geared toward medical society professionals that have three years or less experience in the medical society world. The goal of the program is to help prepare you for the unique aspects of organized medicine and continue building a network of colleagues which will serve you throughout your career. AAMSE Fundamentals will also provide you with an opportunity to develop the knowledge and tools you need, not only for the advancement of your organization, but for the advancement of your career.

Topics covered include an overview of the current health care system, top issues facing physicians and medical societies, how to manage when you aren’t in charge, communication strategies and social media, the growing importance of non-dues revenue, and the politics of health care. With the hybrid format of the program (including webinars, readings and discussions) it is easier than ever to learn the essential information you need.


As an experienced medical society executive, consider the benefits of sending your staff to a program where they will learn how to build a strong peer network, how the healthcare system works, tips for working with physician leaders and finance tools. The knowledge they will gain from their experience with AAMSE Fundamentals and the materials they bring back to the office will be critical not only to their position, but also to the success of your organization.

Anatomy of a Medical Society – Fundamentals for Association Professionals is training specific to medical society management, and geared toward your staff who have three years or less experience in medical society management.


As of April 30, 2024, until further notice, the AAMSE Fundamentals program is not approved for Certified Association Executive (CAE) Credits by ASAE. AAMSE is actively working with ASAE to restore CAE approval to this program.

However, any continuing professional education offered by any professional entity may be accepted toward the professional development requirement as long as it is directly related to either association or nonprofit management as defined by the CAE exam content outlineIf you have any questions, please email AAMSE Director of Professional Development Operations Danial Davis at

For more information on the program, please contact AAMSE at or (651) 288-3432.


Continuing Education Hours

While not officially approved for CAE Credits by ASAE, "any continuing professional education offered by any professional entity may be accepted toward the professional development requirement as long as it is directly related to either association or nonprofit management as defined by the CAE exam content outline." Please contact Credentialing staff at 202-626-2759 or email at for questions and assistance. 


Ms. Kelsey McQuaid-Craig MPA CAE's Profile

Ms. Kelsey McQuaid-Craig MPA CAE Related Seminars and Products

Director of Policy and Programs

American College of Emergency Physicians, California Chapter

Kelsey McQuaid-Craig joined California ACEP in 2012 after working on the boards of local and statewide political organizations. Kelsey served as an intern to Congressman Mike Thompson (D-St. Helena) in his Yolo County district office. Prior to becoming the Director of Policy and Programs, she worked as Program Associate and Government Affairs Associate for California ACEP, maintaining the California ACEP website and social media pages, analyzing healthcare legislation, and organizing California ACEP’s annual Legislative Leadership Conference. Kelsey is a member of the American Society of Association Executives and the American Association of Medical Society Executives. She is a past Chair of the CalSAE Legislative Committee. She was the Co-Chair of the AAMSE 360 Program and a member of the AAMSE Leadership Committee, Trends Task Force, and 2020 and 2021 Annual Conference Planning Committee. She is the Immediate Past President of the USC Alumni Club of Sacramento. She is a Certified Association Executive through ASAE and participated in the NextGen Association Summit in 2021. She earned her B.A. in Political Science from the University of California at Davis and her M.P.A. from the University of Southern California. In her "spare" time she enjoys photography, spending time with her husband and two dogs, and rooting on the 2020 World Series Champion Los Angeles Dodgers. 

April Troutman Donahue's Profile

April Troutman Donahue Related Seminars and Products

Executive Director

Collier County Medical Society

Kathleen Z. Shanley's Profile

Kathleen Z. Shanley Related Seminars and Products

Executive Vice President, Public Policy & Advocacy


Leslie Howell's Profile

Leslie Howell Related Seminars and Products

Director, CME, Training & Physician Leadership Pro

Pennsylvania Medical Society

Evan Rotert's Profile

Evan Rotert Related Seminars and Products

Director, Administration, Planning and Outreach

Illinois State Medical Society

Caitlin M. Couture's Profile

Caitlin M. Couture Related Seminars and Products

Society of Interventional Radiology

Caitlin Couture, CAE currently serves as the Director of Governance and Engagement at the Society of Interventional Radiology (SIR) and has twelve years of association management experience. In her role at SIR, Caitlin in responsible for ensuring consistency across 64 committees, task forces and manages five sections. She works to ensure members positively engage with SIR throughout their career through traditional committee engagement and ad hoc volunteer opportunities. In her time at SIR, Caitlin launched SIR Connect and engaged 85% of SIR members in online collaboration.

In 2013, Caitlin earned the designation of Certified Association Executive (CAE). Currently, Caitlin serves as a member of the AAMSE Leadership Academy Subcommittee. In the past, she has presented at ASAE and AAMSE, served on the ASAE Young Professionals Committee and ASAE Communication Section Council. Caitlin is also a graduate of the ASAE 2012 Leadership Academy.

Mrs. Allison Lundberg's Profile

Mrs. Allison Lundberg Related Seminars and Products

Manager, Marketing & Communications

Sylvia Salazar's Profile

Sylvia Salazar Related Seminars and Products

AVP, Membership and Leadership Development

Texas Medical Association

Joseph Greaves's Profile

Joseph Greaves Related Seminars and Products

Executive Director of the Alameda-Contra Costa Medical Association (ACCMA)

Alameda-Contra Costa Medical Association

Joe Greaves is the Executive Director of the Alameda-Contra Costa Medical Association (ACCMA) where he represents 5,000 East Bay physician members and leads a team of seven. He has worked as a medical association executive for nearly 20 years and has extensive experience in the areas of advocacy, governance, membership, communications, programs, education, events, administration and operations. He earned his undergraduate degree from Oberlin College and his master’s degree from San Francisco State University, and he is an alumni of the American Society of Association Executives (ASAE) Diversity Executive Leadership Program. Joe serves in many leadership roles, including as a current member of the AAMSE Board of Directors and chair of AAMSE Leadership Committee. Joe is an AAMSE Leadership Academy alumni (2017) and also recently completed the Leadership Practices Inventory Coach Training so that he can help AAMSE Leadership Academy participants become more effective leaders.  Outside of work, Joe can be found swimming in the San Francisco Bay, or singing tenor in a local chamber choir, or hanging out with family and friends.

Ms Shelly B. Rodrigues CAE FACEHP FAAMSE's Profile

Ms Shelly B. Rodrigues CAE FACEHP FAAMSE Related Seminars and Products

Mosaica Solutions LLC

Shelly B. Rodrigues, MS, CAE (ret), FACEHP, FAAMSE

Partner, Mosaica Solutions, LLC

The end of 2020, after spending 38 years’ in medical society management; 28 years with the California Academy of Family Physicians, marked my retirement/refinement.  I’m pleased to be a founding principal in a new consulting partnership, Mosaica Solutions, LLC, focusing on efforts to bring people, ideas and resources together to create innovative solutions.

I’m a graduate (BS-Education and MS-Journalism) of the University of Kansas, the Institute for Healthcare Improvement Breakthrough College on Collaboratives, Virtual Collaboratives, and Innovation College, and am a Certified Association Executive.  I was thrilled to be made an Alliance Fellow in 2012 and American Association of Medical Society Executives (AAMSE) Fellow in 2019.


My medical association roles have included oversight for residency and continuing education, communications, membership, grant and program development, public health and technology. 

I’m proud my work in leadership development. I co-founded AAMSE’s Leadership Academy with Ken Slaw, PhD and served as master faculty and have worked on leadership development projects with the Alliance for CEhp, AAFP and others.  I led CAFP’s Ready to Lead program, with two cohorts of new young physicians joining the ranks of family medicine leadership and helped develop the CAFP Foundations’ FM Chief Residents Workshop.  Strategic planning and roundtable facilitation are also part and parcel of my work as well, with multiple planning sessions for CAFP, AFP state chapters and other organizations. 


My other love is educational design and faculty development and I’m proud to have worked with several experts in the field to design seminars and workshops to improve and enhance the CME/CPD activities we provide and to increase CME provider capacity to meet health care professionals’ practice needs.  I have presented faculty and educational development workshops for the ACEhp, Kaiser Permanente, AAMSE, the AAFP and others. I am proud of the work done in my eight years as managing editor and director of communications at the San Francisco Medical Society.

I was AAMSE’s 2000-01 President, served as the 2013 Chair of the ACEhp’s Annual Conference Committee and continue to volunteer as faculty for ACEhp leadership sessions.

I have been married for 41 years to a fellow I met in second grade – he’s the calm to my fast pace, loves my KU Jayhawks, and agrees with me that a spare $5,000 should always be spent on travel rather than on home improvements.  When not working, I love reading, especially in a beach chair at our home in Akumal Mexico, hiking, knitting, traveling, cooking and just hanging with friends.

Dr. Kenneth M. Slaw's Profile

Dr. Kenneth M. Slaw Related Seminars and Products

Executive Director

Society for Vascular Surgery

Dr. Slaw received his masters and doctoral degrees in educational psychology from the University of Illinois, Urbana-Champaign. Ken has over 28 years of executive leadership experience in the medical society arena, currently serving as the Executive Director, of the Society for Vascular Surgery, and prior to this on the Executive Staff of the American Academy of Pediatrics. In his various roles, Ken has developed and led the implementation of 200+ organizational visioning and strategic plans, including the widely published Vision of Pediatrics 2020 project. Ken has a strong passion for leadership development. He served on the Steering Committee of the AAP Pediatric Leadership Alliance as a principal curriculum architect, and lead faculty for Leadership programs reaching over 3,000 thousand physicians and allied health professionals with the message and skills to lead. Ken is a founder of the AAMSE Leadership Academy. Dr. Slaw has an impressive history of volunteer service and leadership in his profession as well as his community, serving as: 2009 President of the American Association of Medical Society Executives (AAMSE), Founder and past Chairman of the Membership Directors Consortium of the Council on Medical Specialty Societies (CMSS), Past Chairman of the Board of the Make a Wish Foundation of Illinois, Past Chairman of the National Chapter Leadership Council of Make a Wish of America, President of FD NOW, a national foundation Ken created with his spouse, Ann, to find treatment and cure for their son’s illness, familial dysautonomia. Dr. Slaw is the recipient of 2013 University of Illinois Humanitarian Award  Dr. Slaw is the recipient of the 2015 University of Illinois-College of Education Distinguished Educator Award. 

Linda A Lambert's Profile

Linda A Lambert Related Seminars and Products

Executive Director Emeritus

American College of Physicians - New York Chapter

A graduate of SUNY Empire State College with a BS in Business and minor in Political Science, Linda served as Executive Director of the NYACP (formerly NYSSIM and NYACP-ASIM) for over twenty years taking on the role in 1997. She has overseen the merger of the organizations and restructuring to allow tremendous growth and expansion of programs and services, including multiple lines of grant activity.  The Chapter is the largest of all ACP Chapters and is very highly respected.  In the advocacy part of her work, Linda built a level of credibility with the New York State Legislature and governmental agencies that clearly reflected the Chapter’s mission and purpose.  Prior to ACP, she served as Associate Director of Governmental Affairs for the Medical Society of the State of New York, and later as Administrator of MSSNY’s Committee for Physicians Health, and as Executive Director of the Orange and Ulster County Medical Societies in NY.

Linda has been frequently recognized for her role in the house of medicine. She received a Proclamation from the New York State Department of Health Board for Professional Medical Conduct citing “Service with Exceptional Distinction” as well as a Citation from the Executive Chamber under Governor George Pataki for Outstanding Contributions to Organized Medicine and New York State Government.  She received the American Medical Association’s Medical Executive Lifetime Achievement Award in 2013 and the George C. Burton Memorial Award from ESSAE in 2012.  Linda also served as a Member of the Board of Directors and eventually made her way to the Presidency of the American Association of Medical Society Executives spanning a 12 year period and was recently awarded Fellowship status in AAMSE.  Most recently, in 2018, Linda was awarded the prestigious New York eHealth Collaborative Honoree Award for her dedication and accomplishments for the advancement of healthcare technology in New York State. Among her many achievements, Linda was the first Chapter staff person to serve as an official member of an ACP Committee by serving on the Chapters sub-committee for two years, and assisted in the development of new Chapter Excellence criteria that will improve the services delivered by Chapters across the country. The ACP awarded Linda a Citation for Distinguished Service in 2020.

In April 2019 Linda was recognized with a formal Resolution by the New York State Senate and Assembly – this is a formal action, by vote, of the New York State Legislature recognizing her commitment and service to the health and welfare of the people of the State of New York.

Since full time retirement in May of 2019, Linda served as part time Executive Director of Physicians for Patient Protection, a physician/medical student national organization devoted to fostering physician-led care and truth and transparency in healthcare credentialling.  She now works on PPP special projects, and also serves as an Advisor to the national Federation of Physician Health Programs.