Blog: Wes’s thoughts, articles, and insights

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My most recent posts

Don’t do that…

By Wes Trochlil | November 4, 2026

Don’t do that… One of my very favorite pieces of advice to give clients is “Don’t do that.” Client: “We’re going to migrate all of our current data into the new system.” Me: “Don’t do that.” Client: “In order to learn more about our members, we’re going to ask a dozen questions on the membership […]

A harsh truth about your members…

By Wes Trochlil | October 28, 2026

A harsh truth about your members… Just over 20 years ago, the book “He’s Just Not That Into You” was published, and later turned into a movie (stick with me, I’m going somewhere with this). Per Wikipedia: “The premise of the book, as stated in the title, tells women readers that if a man in whom […]

Should you chug or sip?

By Wes Trochlil | October 21, 2026

Should you chug or sip? I was recently meeting with two staff at a client of mine. They had been reviewing references for an AMS they are considering, and one staff person said, “Their references are so strong it feels like a cult. I’m not sure I’m ready to drink the Kool-Aid.” The other staffer […]

Why bother with a consultant when I have AI?

By Wes Trochlil | October 14, 2026

Why bother with a consultant when I have AI? As AI becomes increasingly powerful, the value of using an AMS selection consultant (and many other types of consultants!) starts to come into question. After all, with very well-constructed prompts and responses, an association could develop a very solid needs analysis and RFP that could be used to […]

Guardrails can be helpful!

By Wes Trochlil | October 7, 2026

Guardrails can be helpful! When selecting a new AMS, I find my clients are often very tempted by custom software or “platform” systems (e.g., built on Salesforce or MS Dynamics) because these systems are infinitely configurable. After all, if I can make the system do anything I want, that’s a good thing, right? Well, maybe. In […]

Older Posts

Yet another article in The Washington Post about embezzlement at a non-profit

December 2, 2013

In late October there was an article in The Washington Post about poor financial controls at DC non-profits. Last week […]

Auto-renewing membership

December 2, 2013

I’m often asked by my clients about using credit card auto-renewal for membership dues (or donations or other recurring charges). […]

You won't learn if you don't want to

November 25, 2013

In a meeting with a client recently, we were discussing some of the challenges the association was having with managing […]

Another reason I prefer off-the-shelf software

November 22, 2013

I’ve written several items in the past about why associations are better off with off-the-shelf association management software rather than […]

Attending the Euclid ClearVantage Users Group Conference

November 20, 2013

I got the opportunity to attend the Euclid ClearVantage Users Group Conference earlier this month. One of the reasons I attend […]

In Case You Missed It – Webinar on Business Intelligence

November 19, 2013

On November 5, 2013, I did a 30-minute webinar with Matrix Group International on “Mining Your Association Management Software for […]

New Article Posted – The Difference Between Data Management and Database Management

November 18, 2013

I’ve posted a new article on my website. As the title of this article suggests, there is a difference between data […]

It's all in the cloud now

November 7, 2013

I recently had a client ask me to help them find a new association management software system. They were very […]

Why Financial Controls are SO Important at Non-profits

October 28, 2013

If you’re a manager at a non-profit, this story in The Washington Post is a must-read. As I wrote here, […]

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