The Role of the Chief Operating Officer Online Seminar Series

The Role of the Chief Operating Officer Online Seminar Series

Event Information


Apr 25, 2023 - Apr 27, 2023


2:00 PM - 3:00 PM



United States

CAE Credits:




Member Price:


NonMember Price:



CAE Credits: Credits can only be earned through live attendance of each seminar. Watching recorded seminars will not count toward CAE credit.

The role of Chief Operating Officer (COO) combines a jack-of-all-trades skillset with the ability to inspire and lead staff in pursuing the mission and the organization’s strategic goals. A stepping stone to the CEO’s role, the COO’s job is built on the ability to manage day-to-day operations and execute against a long-term vision. Join the ASAE Executive Management Section Council for a three-part webinar series exploring what COOs do, the risks and challenges they are facing today, and how to develop the skills and experience necessary to take on this demanding, exciting role.

This online seminar series features facilitated audio content and conversations. Soon after registering, attendees will receive login information from Zoom. Participants will have access to the recorded session, reference materials, and more for up to 30 days following the program.

Registration for this online seminar series will close Tuesday April 24th 2023, at 1:00 p.m. ET.

The full three-part series is available for registration, or you may register separately for any of the individual sessions:

Full Series:
4/25 – 4/27, 2023
The Role of the Chief Operating Office Online Seminar Series (Register Above)

4/25, 2023
Responsibilities and Leadership Competencies for the COO

4/26, 2023
Current and Emerging Challenges Facing the COO

4/27, 2023
Career Aspirations and Opportunities for the COO

Note – The registration links above expire on the given program date



  • Jon Vaughn, Chief Executive Officer, Quest Oracle Community
  • Brian A. Weiss, MBA, CAE, Vice President, American Management Association
  • Heidi Weber, MBA, CAE, Executive Director, Alpha Omega Dental Society


  • Matthew Gertzog, MBA, FASAE, Deputy Executive Director, American Society of Hematology
  • Jenifer Grady, MSLS, MBA, CAE, Chief Operating Officer, Greater Nashville REALTORS®
  • Elizabeth Maza Stewart, ESQ., MA, Chief Operating Officer, Certified Financial Planner Board
  • Laurie Kulikosky, CAE, Chief Executive Officer, CHADD (Children and Adults with ADHD)
  • Diane L. Mossholder, MA, CAE, Chief Operating Officer, American Society of Transplant Surgeons
  • Zack Wahlquist, MS, CAE, Chief Operating Officer, Chicago Association of REALTORS®
  • Damarys Albino, Vice President and Client Partner, Sterling Martin Associates
  • Georgi Ann Bailey, CAE, Executive Vice President, AIA New York State
  • Cynthia Mills, Cynthia Mills, FASAE, CAE, CMC, CPC, CCRC, Founder, President & CEO, The Leaders’ Haven, LLC

Accessibility Features:
This program will be hosted via Zoom and will have closed captioning provided by If you would like to request a live captioner to be available during the event, please reach out to Linnae O’Flahavan


  • Speakers

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      Matthew Gertzog, FASAE, CAE

      Matthew Gertzog joined the American Society of Hematology (ASH) in March 2003 as its first Chief Operating Officer and was named Deputy Executive Director in June 2011. He is responsible for ensuring the day-to-day operations of ASH, as well as working closely with the Executive Director in the strategic management of the organization. Mr. Gertzog has more than 25 years of experience in the non-profit sector. Prior to joining ASH, Mr. Gertzog spent sixteen years working for the National Association of Insurance and Financial Advisors, where he served in several management roles and ultimately as its chief operating officer. He was awarded the Certified Association Executive (CAE) designation in 1993 by the American Society of Association Executives (ASAE) and was the 2008-09 national chair of the ASAE Healthcare Community Committee. In 2011, Mr. Gertzog was awarded the Professional Performance Award which is an annual leadership award bestowed by ASAE that recognizes invaluable contributions made by association executives who are at the top level within their organizations but are not CEOs. He was named a Fellow of the ASAE in 2013. He also currently serves as the chair of the Board of Directors of the Association Mutual Health Insurance Company (AMHIC.) Mr. Gertzog earned a bachelor's degree in international relations from The Johns Hopkins University in Baltimore, MD and his master's degree in business administration, with a specialty in marketing, from The George Washington University in Washington, D.C.

      Jenifer Grady, MSLS, MBA, CAE

      Jenifer Grady, MSLS, MBA, CAE, is the first Chief Operating Officer of Greater Nashville REALTORS. She was formerly Executive Director of Tenn-Share, a statewide multi-type association of libraries. Tenn-Share helps Tennessee libraries deliver efficient, effective library services through group purchasing power and innovative resource sharing projects. Prior, Jenifer was Director of the American Library Association – Allied Professional Association (ALA-APA), which supports librarians, support staff and others who seek certification and who are proponents of pay equity. Jenifer attended Oberlin College, University of North Carolina at Chapel Hill, and the Weatherhead School of Management at Case Western Reserve University in her home city of Cleveland, Ohio. Jenifer is a DELP Scholar who also earned the Certified Association Executive (CAE). She is Treasurer of the Tennessee Society of Association Executives (TNSAE). She has served on the Professional Practices Committee and CAE Task Force of the Association Forum of Chicagoland.

      Elizabeth Stewart, Esq.

      Seasoned management executive with substantial experience in corporate and product marketing, brand strategy, digital marketing, communications, strategic planning, and business development. - Proven track record of performance excellence meeting organizational objectives within budget and schedule. - Demonstrated marketing success in B2B lifecycle management. - Persuasive communicator capable of raising visibility and value of organization to target audiences. - Skilled in operational execution of both short and long term marketing and communication strategies. - Adviser and resource to CEO, Executive Committee and Board. - Diverse and exceptional background in business and consumer markets including telecommunication, energy, consumer durables, travel and entertainment, healthcare, education, design and construction.

      Jon Vaughn

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      Cynthia Mills, FASAE, CAE

      Cynthia Mills founded The Leaders Haven to help leaders and teams go beyond business as usual and continuously transform, so they can fulfill their true calling and exceed the expectations of the people they serve. The consultancy partners with clients to align for impact and leverage results through strategy, governance, and leadership, including board and executive coaching. The Leaders Haven serves associations, tax exempt organizations, corporations, small, privately held and family-owned businesses; and faith-based communities as business strategist, board consultant, facilitator, leadership development catalyst, business and executive coach, succession planning and search Sherpa, change leadership guide, and speaker. Nicknamed by clients The Board Whisperer, The Lamaze Coach for Boards, and Chief Experience Weaver, Cynthia relishes transformational journeys and loves that moment when everyone sees their potential and commits! A best-selling co-author of The Big Secret with Jack Canfield of Chicken Soup for the Soul renown, her chapter, Align for Impact, received an Editor’s Choice Award. She is also author of CEOs First 90 Days:Breathing Tips for the Other End of the Fire Hose, The Leaders View: Strategy and Leadership Lessons Riding the Blue Ridge Parkway; The Empty Front Porch: Soul Sittin to Design Your porch to Porch Plan and is a featured author in five anthologies. She contributes online through The Leaders View show and thought leader postings. Cynthia holds an MA from the University of York, England as a Rotary International Ambassador Scholar and a dual BA from Queens College as a Presidential Scholar. An ASAE Academy of Leaders Awardee and Fellow, Cynthia served on the ASAE Board and Executive Committee, and ASAE’s for-profit subsidiary Board - ASBI, and was GSAE President. She was awarded the GSAE President’s and Clifford Clark Awards, the TCIA Chair’s Award twice, Outstanding Southeastern Association Executive and was elected as Fellows Chair by her peers. Cynthia is certified as a Master, Professional, and Christian Coach, and Association Executive and is an ASAE Career HQ Coach.

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      Laurie Kulikosky, CAE

      Zack O. Wahlquist, CAE

      Zack Wahlquist is the Chief Operating Officer of the Chicago Association of Realtors (CAR). CAR is a local association of real estate professionals whose mission is to drive both Realtor business success and the economic development of Chicagoland communities. In his role, Zack oversees membership and member care, operations and human resources, information technology, and the association’s educational arm, Realtors Real Estate School. Prior to his work at CAR, Zack was the executive director of the Network for Change and Continuous Innovation (NCCI), a higher education association focused on strategic planning, process improvement, and innovation, and the director of education for the Association of College Unions International (ACUI). Zack has worked in association management since 2004, focusing his work on staff training and development, operational excellence, strategic planning, professional development, and board management. After finishing a bachelor’s degree in political science, Zack began his career as an operations manager for Gap Inc., Old Navy division. He moved to Bloomington, Ind. in 2004 to pursue a Master of Science degree in higher education and student affairs. He volunteers with ASAE, Association Forum, and local arts organizations.

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      Georgi Ann Bailey, CAE

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      Brian A. Weiss, CAE

      As an accomplished Senior Executive, I’ve found my successes have been achieved by effectively delivering industry-leading results and driving significant revenue growth and optimal service across multiple continents. I specialize in developing and executing strategies in aligning operations and marketing initiatives with corporate objectives, and building and leading high performing teams that succeed through a culture of performance and engagement. I am also experienced in leading global businesses and product/service/commercial launches.

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      Heidi Weber, CAE

      Heidi Weber, MBA, CAE is a seasoned association management strategist, growth catalyst, and change agent with a history of leading associations through transformation initiatives. Heidi is the Executive Director of Alpha Omega International Dental Society, a leading international dental organization comprising more than 100 chapters in ten countries. She is managing and successfully stabilizing operations, leading a suite of mission-critical initiatives to strengthen the organization's financial position, expanding its reach and impact, stem the loss of members, enhancing the membership's unique value proposition, and establishing an ROI-driven business model. Heidi holds a Master of Business Administration from Webster University and an undergraduate degree in political science from the Indiana University of Pennsylvania. She is a board officer of Shepherd's Table and the Association of Women Technology Champions and serves as Executive Management Council Immediate Past Chair for ASAE. Heidi was a member of the ASAE Technology Council.

      Diane Mossholder, CAE

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