The New Leader
They hired you to be the change.
You inherited the members. You didn't inherit their history. Your first board report is your baseline. Make it one you can beat.
Baseline in week one. The turn by spring.
Aubree for Associations
Membership has run on
tech autopsies.
See the decision while the member is still yours.
The lapse report in March. The exit survey nobody answers. The dashboard that shows who already left. Every tool you have tells you about a member after they are gone. Aubree reads the export your AMS already produces and shows you who is drifting, and why, while there is still time to call.
EXECUTIVE DIRECTOR
MEMBER RECORD
Ruth
Years in the role24
Members known by nameAll
Written downNone
RETIRING THIS YEAR
What Changed
Renewal used to be a habit. Now it is a decision.
Dues went up. Members started asking what they are paying for. And the data that shows who is drifting has been sitting in your AMS for years. Nobody asked it.
Data is free now. Action is the advantage.
16%
of members leave the median association every year
MGI Benchmarking 2025
1 in 4
first-year members never renew for a second year
MGI Benchmarking 2025
49%
of associations raised dues; 59% of trade associations
MGI Benchmarking 2025
8 in 10
have no formal process to win back a lapsed member
GrowthZone 2026, 518 associations
No More Tech Autopsies
The person was never the problem. The tools only watched.
The tech autopsy
What Aubree does instead
The lapse report in March
A ranked risk list in November, before the invoice
The cold renewal call
Every call a warm call, with the reason attached
The form letter
Precision: the member can tell you noticed
The export nobody reads
The signals your AMS already holds, read for you
Every season starts from zero
A Retention Record that builds every renewal cycle
Nobody told me the spring session had my credits.
The member who lapsed
Nobody told me she was drifting.
The retention manager left holding the bag
Member Risk Alert · StewardWise AI
Who is drifting, why, and what to do. In minutes.
1
Drag in the export you already pull
Start with a CSV from your association management system. Nothing to install, no IT ticket. API and webhook connections come when you want them.
2
Get a ranked list in minutes
Each member is scored and flagged: Expiration Risk for the renewal that is slipping, Engagement Fade for the member going quiet.
3
See the reason behind every name
Days silent, last renewal, last event, last login, as far as your export includes them. No black box.
4
Make the call that matters
A suggested next step for each member. Aubree handles the list. You make the call.
This week's renewal listCSV · ranked in minutes
Member since 2009
Committee term ended in June · no logins since August
First-year member
Registered for the conference · no email opens since October
Member since 2015
Renewal unopened · forgot last year too
SUGGESTED NEXT STEP
A call before the invoice reminder. Mention the spring CE session.
Illustrative example.
Three Leaders. One Season.
Whoever is in the seat this renewal season, the board is asking the same question.
How is membership doing, and how do we know?
The Long-Tenured Leader
You know every member by name.
Your memory built this membership. It shouldn't be the only place it lives. Nothing broke. Time just got away.
Your legacy shouldn't retire when you do.
The Solo Leader
You were always the right person.
You just never had the help. You are the membership department, the events team and the help desk. Small shop. Big board. Same renewal deadline.
Aubree is the team you never had the budget for.
For Association Management Companies
History keeps you in the room. It does not keep you in the contract.
We checked 105 boutique AMCs listed in 2018. Six in 10 no longer look the same. Client boards turn over, and every new president asks for a number.
Your name on the reportHand each client board a risk list in your firm's name. Our work stays behind it.
Start with one clientRun it before renewal invoices go out. Add the next client when the first board asks for it again.
Build the Retention RecordWho was flagged, what your team did, who stayed. The results section your next proposal has been missing.
No IT
You shouldn't need an IT budget to keep a member.
Your executive director is not behind on technology. She is buried in it. Every system you added came with a login, a learning curve and someone who has to run it.
Aubree starts with the file you already export. There is nothing new to learn and nothing to install.
The heaviest thing on your desk isn't the work. It's deciding what to do first.
Say Stay
The members who lapse in January are deciding now. One more chance to say stay, while it still counts.
This Renewal Season
Member Engagement at a Small Association Is One Person
Password reset. Renewal question. Badge reprint. That was Dana’s Monday before her coffee went cold. She is the membership and operations manager at a small scientific society. She is also…
12 Job Postings, One Pattern: Retention Has No System
Every posting asked for retention. None named a system. We read 12 association job postings published on ASAE’s Career HQ in October and November 2026, from executive director searches to…
Six in 10 Boutique AMCs Changed. What Boards Ask Now
Sixty-two percent. That is the share of boutique association management companies from two 2018 directories that no longer look the way they did. We checked all 105 firms in October…
