Reboot IT - Nonprofit and Association Technology Conversations for All

Dave Coriale, CAE

DelCor president Dave Coriale, CAE, explores all things association and nonprofit tech! Great guests and insights will help you navigate IT trends and best practices. Host: Dave Coriale. Producer: Allison Coriale.

  1. 1D AGO

    Tech FOMO, Tough Choices, and the Art of Hitting Pause

    In this special guest‑hosted episode of Reboot IT, KiKi L’Italien takes the reins and chats with Trevor Mitchell (President and CEO, IAVM) and Dave Coriale (President, DelCor Technology Solutions) to explore why associations struggle with tech decisions and how decision discipline can change everything. They dig into readiness, risk, AI pressure, and the myths leaders tell themselves when urgency takes over. Whether you're facing shiny objects, data distrust, or board confusion, this candid conversation shows how to make clearer, more confident choices that actually move your mission forward.  Themes and Topics:  The Tension Behind Tech Spend  Leaders face simultaneous pressure: money, risk, staffing capacity, and board expectations. Urgency leads to chasing trends instead of linking choices to business objectives. “Tech spend” triggers spiraling questions, often without shared understanding. Readiness as a Cultural Indicator  Readiness isn’t about money; it’s about the capacity to adopt change and adjust processes.  Associations overestimate their ability to implement and manage change.  Leaders who frame technology as strategic (not operational) increase alignment and reduce risk. Maturity Models and Shared Language  The 501(c) IT Maturity Model™ gives leaders a common vocabulary to make decisions. Assessment creates clarity: “What’s real?” instead of “What we assume.” The alignment portfolio becomes a roadmap, not a report card. AI Pressure and the Myth of “We Need This Now”  Boards and members introduce AI ideas before assessing readiness. Smart leaders pause to ask whether AI aligns with strategic direction. Buying prematurely creates more problems than it solves. The Most Common Decision Mistakes  Believing a new system will “solve everything.” Relying on vocal minority feedback when making tech decisions. Letting minutiae, or fear of user reaction, delay well‑planned initiatives. What Improves Decision Quality in the Next 90 Days  Create a repeatable decision-making framework for all major tech choices. Move from data-driven to data-informed decisions. Operationalize assessment findings inside everyday project management tools.

    40 min
  2. MAR 5

    MFA and FIDO2: A Safer, Smarter AI Enabled 365 Environment

    In this episode of Reboot IT, host Dave Coriale, President of DelCor, sits down with Andrew Leggett, Director of Cybersecurity at DelCor, and Chris Ecker, Chief Technology Officer at DelCor, to unpack two critical cybersecurity topics every association and nonprofit should be thinking about right now: phishing‑resistant MFA and preparing your Microsoft 365 environment for Copilot. They discuss why passkeys truly improve the user experience, how oversharing in Microsoft 365 creates risk, and what steps organizations must take before deploying AI tools. This conversation is packed with practical guidance leaders can act on immediately. Themes and Topics: Why It’s Time to Level Up Your MFA Traditional MFA isn't enough anymore with modern phishing attacks. FIDO2 passkeys make logging in easier for your staff, not harder.Passkeys Are Way Simpler Than Passwords (Really!) A short PIN or FaceID is more secure than a long, complex password.Your device’s TPM chip keeps those credentials locked down safely.How Modern Phishing Tricks Users, and What Stops It Attackers now steal MFA approvals and ride along on active sessions. Phishing-resistant MFA shuts the door on those token-harvesting scams.Before You Turn on Copilot, Fix How Your Association Shares Files Years of sharing files without guidelines or guardrails can create hidden risks.Copilot can surface any file users have access to, even old oversharing.Why 365 Sharing Settings Matter More Than Ever Users must run their own OneDrive reports (admins can’t see it all).SharePoint tools help find where HR, finance, or executive docs may be exposed.Leadership Buy‑In Makes or Breaks These Upgrades Change management matters, especially if the C‑suite wants exceptions. Passkeys also offer a chance to simplify tools and retire extras like Duo.

    26 min
  3. FEB 19

    From Polite Nods to Productive Friction: The Power of Partnership

    In this episode of Reboot IT, host Dave Coriale, President of DelCor, sits down with David Stephenson, SVP of Technology at Entrepreneurs’ Organization, to unpack what true collaboration really means in associations and nonprofits. Together, they explore the difference between transactional vendor relationships and deep strategic partnerships, how to build psychological safety within project teams, and why honest dialogue is essential for successful outcomes. David also shares practical tactics for selecting partners, navigating conflict, and reducing organizational risk through collaborative practices. Themes and Topics: What Collaboration Really Is (and Isn’t) Collaboration isn’t about being nice or making sure “everyone’s at the table.” It’s about having the right mix of people with different perspectives.When everyone thinks the same and has the same motivations, you end up with polite agreement, not real progress.There’s a big difference between just enlarging a meeting and actually collaborating with intention.Getting the Right Mix: Staff, Members, Vendors, and Partners Associations juggle vendors, partners, staff, and members, each with different levels of involvement and motivation.David distinguishes between people who are in the weeds with you (like design and development partners) and those who play a key but more behind‑the‑scenes role (like hosting providers).Upfront, he works to get everyone on the same page: What problem are we solving? What role do you play? What’s your motive (and recognizing that everyone has one, and that’s okay)?Vendors vs. Partners: Building the Right Kind of Relationship In his head, David does see a spectrum: some are more transactional services (SaaS products, integration tools), while others are strategic partners who need to understand mission, business objectives, and strategy.He tries not to use the word vendor in conversation and instead works to make everyone feel like a partner, even if their role is more narrow.When negotiating, he looks for a fair outcome on both sides — if a partner walks away with “really thin margins,” you end up with constant “change order” moments and a strained dynamic from day one.Honest Dialogue, Healthy Friction, and Psychological Safety David values partners who can say things like “That’s just not possible,” or “That doesn’t align with the strategy you described,” instead of always saying yes.He expects and welcomes friction and hard conversations around timelines, costs, and expectations. If there’s zero friction, something’s probably off.Psychological safety is key: people need to feel they can disagree, say “I don’t think this is working,” or ask tough questions without fearing for their job, contract, or relationship.Doing the Work: Projects, Postmortems, and “Disagree but Commit” David admits he hasn’t “cracked the code” on postmortems, but he knows they only work if people feel safe enough to speak up during the project, not just after.When collaboration is done well, it may feel slow at the beginning, but it ultimately makes the work go faster and smoother than siloed, go-it-alone approaches.He likes setting expectations from the start: speak up when it’s “cheap to disagree,” and embrace the idea of “disagree, but commit” so the team can move forward with one voice.Collaboration as Risk Reduction for the Future David sees collaboration as a way to de‑risk his future; the stronger his network and partnerships, the better prepared he is for what’s coming.Staying insular and only looking inside your own team or organization raises your risk, especially in fast-changing areas like technology and AI.By collaborating widely and intentionally, associati

    26 min
  4. FEB 5

    It Takes a Triangle: How Business, IT, and Leadership Make AI Work

    In this episode of Reboot IT, host Dave Coriale sits down with David Cade, CEO of the American Health Law Association, to explore how AHLA moved from talking about AI to actually using it. David shares how the organization developed policies, balanced innovation with risk, and empowered employees to experiment responsibly. He also breaks down the “triangle” of business units, IT, and leadership, and why leaders can’t afford to guide their organizations from a place of fear. Themes and Topics: Moving From Fear to Experimentation David emphasizes that leaders “can’t lead from a position of fear” when it comes to AI. Fear of getting it wrong is holding some organizations in the 0–3 adoption range, which risks their relevance to members. Instead, leaders should test, learn, monitor impact, and be willing to expand or abandon initiatives based on results.The AI Governance Triangle: Business Units, IT, and Leadership AI adoption at AHLA was driven roughly 70% by business units and 30% by IT. Dave and David describe a triangle model: Business units: define needs and use cases.IT: handles security, integration, licensing, and scalability.Leadership/CEO: sets culture, protects IP, and champions smart change.When one side dominates (IT control, business “run amok,” or absent leadership), AI efforts become lopsided and less effective.Real AI Use Cases at AHLA AHLA uses AI to generate a weekly podcast from existing content—no human host needed—creating new value from existing assets. AI tools support marketing content creation, improving speed and clarity without eliminating positions. AHLA explored using AI to unlock a decades‑deep archive for members, learning where cost, scale, and accuracy become limiting factors for smaller associations.Staff Enablement, Training, and Culture AHLA discovered both extremes: some staff moving too fast with unvetted tools, others refusing to use AI at all. They created a tool inventory, embraced specific platforms, and pulled hesitant staff in with the clear message: these tools are part of doing your job well. Internal lunch‑and‑learns and “each one teach one” sessions help reduce fear, demystify tools, and showcase how AI can accelerate everyday work.Legal, Ethical, and Accuracy Considerations In the legal community, bars and courts are requiring disclosure when AI is used in client work or court filings. David draws a line between tools like spellcheck (enhancing what you wrote) and having AI generate entire arguments or articles that aren't truly “yours.” He stresses that AI outputs must be reviewed, adopted, and owned by humans, especially given risks like hallucinated cases, outdated standards, and embedded bias.Where Associations Are on the AI Adoption Curve David sees most associations in the 6–8 range of AI adoption, with a few early lightning rods in the 9–10 space. A minority remain in 0–3, often due to fear or misunderstanding, which he believes will make them less relevant to members over time. Members are already using AI themselves—associations that don’t keep up with how their communities work risk falling behind their own audiences.

    35 min
  5. JAN 22

    AI as Your Thought Partner: Lessons from the Field

    In this episode of Reboot IT, host Dave Coriale sits down with Colleen Gallagher, President & CEO of Onward and Upward, to talk about how associations are using AI as more than just a tool—they’re treating it like a thought partner. Colleen shares real-world examples of AI helping with PR strategy, repurposing research, and freeing up time for small-staff associations. They also dig into why authenticity matters, how to set guardrails, and what it takes to make AI work without losing your human touch. Themes and Topics: AI in PR, Communications, and Research A national IT and workforce association used a custom GPT trained on PR strategy to brainstorm ideas and create strategic plans.AI helped identify targeted journalists and outlets for a research report, saving days of manual research and landing coverage that previously seemed impossible.AI transformed 100-page technical reports into member-friendly summaries, increasing engagement without replacing original research.Small Associations Leveraging AI A small-staff association implemented an AI policy early, focusing on transparency and data protection.Weekly meetings encouraged staff to share AI use cases, leading to automation of job aids, survey analysis, and content repurposing.Efficiency vs. Authenticity AI accelerates workflows, but human editing and fact-checking remain essential, especially in technical fields.Associations intentionally keep a “human roughness” in writing to avoid robotic tone and maintain authenticity.Disclosure and Transparency Best practice: note when AI supports content creation (e.g., “This article was assisted by AI and edited by a human”).Transparency builds trust, even if disclosure norms evolve over time.Infrastructure and Security Before implementing tools like Copilot, associations must secure their infrastructure and protect intellectual property.Data fencing and cybersecurity measures prevent unintended exposure of sensitive information.AI as Amplification, Not Replacement AI should enhance human creativity and capacity, not erase it.The real win is amplification—doing more with the same resources while maintaining trust and authenticity.

    32 min
  6. JAN 8

    From Hops to Bots: Brewing an AI Strategy

    In this episode of Reboot IT, host Dave Coriale sits down with Mike Robichaud, IT Director at the Brewers Association, to explore how his organization is embracing AI to enhance staff productivity and deliver greater value to members. Mike shares insights on their two-pronged AI strategy, internal adoption challenges, and how they’re building trust and security around proprietary data. This conversation is packed with practical ideas for associations looking to move beyond AI experimentation and into meaningful implementation. Themes and Topics: Crafting an AI Strategy Two-pronged approach: internal staff tools and member-facing AI agent. Focus on augmentation, not job replacement. Aligning AI initiatives with organizational goals and member success.Driving Staff Adoption 71% of staff were already using AI before rollout; 66% used ChatGPT. Use cases include brainstorming, data analysis, and document creation. Idea-sharing through informal showcases to inspire broader adoption.Enhancing Member Value AI agent trained on proprietary “BAMO” data for personalized support. Enables conversational access to complex resources like regulations. Goal: make finding information easier and more intuitive for members.Building Trust and Security Strong vetting of platforms for data privacy and compliance (GDPR, SOC 2). Clear boundaries: proprietary data stays internal and is not used to train external models. Legal review and communication plan to address staff concerns.Tools and Technology Choices Internal: ChatGPT Enterprise for staff workflows. Member-facing: Chatbase integrated with ChatGPT-5 for custom training. Features like SSO, connectors, and compliance were key selection criteria.Looking Ahead Soft launch internally; member-facing tool in testing phase. Refining tone and personality of AI agent for better engagement. Marketing plans and use cases to drive member adoption.

    29 min
  7. 12/18/2025

    AMS Fest Bootcamp: Smarter Selections, Integration Strategies, and AI Insights

    In this episode of Reboot IT, host Dave Coriale sits down with DelCorians Gretchen Steenstra and Kelly Gardner to unpack key takeaways from the AMS Fest Selection Bootcamp. They discuss how associations can streamline AMS selection by focusing on high-value areas, why integration planning is critical, and where AI fits into the process. From vendor relationships to the importance of honest conversations, this episode is packed with practical advice for association leaders preparing for technology change. Themes and Topics: Smarter AMS Selection Focus on requirements that deliver financial value or direct member benefits rather than every possible feature.Avoid distractions from low-impact features or niche tools during initial selection.Integration Planning Identify all systems that need to connect with your AMS (LMS, event registration, e-commerce, FMS, etc.).Communicate integration needs early, including key data points like member ID and email.Data Management (Without the Jargon) Map your ecosystem of systems and data flows to understand dependencies.Use simple language like “data management” instead of intimidating terms like “data governance.”Stakeholder Engagement Build a diverse core team (finance, marketing, membership, education) for balanced input.Encourage open and honest communication to avoid knowledge silos and missed requirements.Writing Requirements Understand that requirements are hard to write. Start with workflows and member journeys.Clarity and specificity are critical for vendors to configure systems correctly.The Role of AI AI can help summarize RFPs and compare vendor responses—but it should support, not replace, conversations.Avoid using AI to shortcut discovery; it can perpetuate legacy processes and miss deeper improvements.

    36 min
5
out of 5
16 Ratings

About

DelCor president Dave Coriale, CAE, explores all things association and nonprofit tech! Great guests and insights will help you navigate IT trends and best practices. Host: Dave Coriale. Producer: Allison Coriale.