Masterclass Workshop: Reviewing or Moving to a New Digital Platform?

MASTERCLASS WORKSHOP: Time to Review or Replace Your Digital Platform? Here's the Whole Roadmap.

THURSDAY 20TH AUGUST 2026 I 10.30AM - 12.30PM AEST  I Online via Zoom

If you're the CEO or Executive Director who has to make this decision, you already know the feeling.

Your website is dated. Your CRM or AMS no longer meets your needs. Your team is wasting time on manual workarounds. The Board is asking why simple tasks like membership renewals are still so difficult. And somewhere in the back of your mind, you remember the last system change that went off the rails. You don't want to make that mistake again.

This live online workshop is designed specifically for association and not-for-profit leaders responsible for making one of the biggest technology decisions their organisation will face.

Facilitated by Nick Koerbin, Executive Director, Association Executive Services, the workshop draws on more than 30 years of experience helping associations across Australia and New Zealand review, select and implement new technology platforms.

His advice comes from hands-on experience leading website, CRM and AMS projects from planning through to implementation. He understands where projects succeed, where they stall, and where organisations lose control of budget, scope or timelines—because he's been there.

This isn't an IT workshop. It isn't a vendor demonstration.

It's the workshop for the person responsible for making the decision.

Over two practical hours, you'll gain the knowledge, tools and confidence to define what "right" looks like for your organisation—before you commit to a platform or sign a contract.

What we'll cover

• Know when to move. Recognise the signs you've outgrown your current platform and decide whether to improve what you have or invest in something new.
• Understand the real cost. Build a realistic budget that accounts for the hidden costs and helps you make the business case to your Board.
• Scope before you shop. Develop a requirements document that sets clear expectations, reduces risk and keeps vendors accountable.
• Separate great demos from great solutions. Learn how to evaluate vendors, ask the right questions and identify genuine capability.
• Plan for a successful implementation. Understand the project planning, resourcing, testing, training and support needed to achieve a smooth transition.

You'll leave with a practical roadmap, greater confidence, and a clear action plan for selecting and implementing the right website, CRM or AMS for your organisation.

Please note: This workshop is delivered live and will not be recorded, so be sure to join us on the day.