About Us
Discovering relation-centered management strategies - uniquely designed for membership-based organizations (MBOs)- that generate better and more lasting outcomes
A Profession Emerges
Associations have existed in the United States since before the founding of our nation’s Republic.
The American Philosophical Society was founded in 1743 by Benjamin Franklin and several other colleagues. Some of its initial members included America’s founding fathers. It was established as a scholarly and learned society promoting information and knowledge in the humanities and natural sciences through its ongoing research and then ultimately through its programs, products, and services to its members and the public.
While it may have been the first, it has certainly not been the only. Invariably, at least one would be established soon after the emergence of each new profession, trade, or personal avocation.
These organizations were founded to assist those working within these newly formed practice settings…to build and strengthen their competencies and capacities…and ultimately, to secure respect and legitimacy of their craft from their colleagues and the larger society.
Those who led these organizations recognized the need to build a body of knowledge – including key terms and definitions – to establish the boundaries and practices required to operate effectively as a professional or practitioner.
Despite the governance options available to them, the founders consciously chose to create organizations that operated and functioned as micro-democracies. They recognized the future of their field of endeavor was dependent on those involved contributing their information, knowledge, experiences, and expertise would help build and strengthen the bodies of knowledge that shaped it. They also viewed their members as citizens with whom they would extend rights and privileges. They also made it clear that members also needed to assume certain duties and obligations.
Most never anticipated when they founded these organizations that they were prompting the emergence of one of the most complex and consequential professions in America: association management.
Most staff professionals – when they accepted their first position in an association – were unaware of its history, purpose, structure, or the impact their efforts would have on their members’ lives and those of the larger society. Moreover, few, if any, began this journey with the kind of training needed to be effective in their roles.
To this day, nearly everyone who accepts a staff position within an MBO faces the daunting task of learning the job…on the job.
And, since the early 1900s, organizations dedicated to support the association management profession have been established to provide opportunities for association management professionals to share and exchange information, knowledge, and best practices in publications as well as at special meetings and conferences.
Multiple efforts were undertaken by these organizations to define a body of knowledge to support association management. Those leading that endeavor had no choice but to adopt the only management paradigm available…the one specifically developed for the for-profit sector.
At the time and for decades since, no one ever anticipated that doing so might generate a host of unintended consequences to their organizations and their members. Those that did emerge – like lack of member engagement – were not recognized as a result of these transaction-based management strategies but instead other external factors (e.g., members too busy, don’t perceive value of the membership, etc.).
Over the past several decades, many have taken steps to study associations to identify ways to resolve several core challenges that have persisted for far too long…appearing unresolvable. While some appeared to show promise, none proved sustainable over time. All this time, no initiative ever questioned or challenged volunteer and staff leaders’ adherence to the transaction-based business management model.
Why?
The only possible reason is that because most association management professionals have to learn their jobs…on the job; meaning they don’t know what they don’t know…but need to know.
An MBO-focused Applied Research and Learning Center Makes an Unexpected Discovery
Before establishing the Melos Institute, the founders served as volunteer leaders and staff professionals. They recognized the challenges that they and others faced while serving in their key roles. While they initially couldn’t easily characterize what they were experiencing, they felt that the information that was being disseminated by individuals and groups was missing something…that something more was needed.
Finally, after conducting a rather unprecedented research initiative, they made a rather unexpected discovery. Associations were so different from for-profit and other nonprofit organizations that they needed to be viewed and treated as membership-based organizations (MBOs).
And, unlike most practice settings, association management had not as yet developed a theoretical framework (e.g., evidence-based theories, concepts, models, processes, etc.) to support its ever-growing and expanding body of knowledge.
Upon realizing this, the Melos Institute was founded to engage in the kind of applied research specifically designed to explore the dynamics and dimensions specific to association management.
Those efforts began by creating a special term and definition for associations representing professions, trades, and personal avocations. That definition helped create specific boundaries for the association management profession.
Membership-based Organizations (MBOs): Defined
MBOs represent a population of eligible individuals and/or organizations that voluntarily join together to promote and protect their mutual interests by advancing their respective bodies of knowledge through a high degree of member engagement; often with the support of the professional staff (thus, this excludes unions, churches, social clubs, HOAs, and the like). Their effectiveness is built on a network of relationships where members participate and contribute as citizens.
Volunteer and staff leaders, working as partners create opportunities for their members to gain access to the kinds of information, knowledge, tools, and connections that empower them to address their individual and collective needs, interests, goals, and aspirations. The consequence of increasing and strengthening their members’ competencies advances the quality of life for others within the larger society.
The Melos Institute’s Ongoing Efforts
The Institute began its efforts by establishing a research agenda designed to examine the emergence, formation, development, and operations of MBOs; one that sought to identify those theories, concepts, models and more which could help explain why and how certain practices generated better outcomes than others. By integrating theory with practice, the Institute gained insight into why many long-standing challenges went unresolved; despite the best efforts of MBOs’ volunteer and staff leaders.
These insights have led the Institute to identify a management approach (i.e., relation-centered management) uniquely and specifically designed for MBOs to deliver meaningful and purposeful experiences to their members.
It is currently in the process of investigating key relation-centered principles and practices – and after pilot testing them – integrating them into existing strategies, publications, and tools. More importantly, the ability of these adjustments and adaptations to generate better and more lasting outcomes is helping volunteer and staff leaders recognize the need to view and treat MBOs differently from for-profit and other nonprofit organizations.
Its research, thus far, on member engagement has revealed seven obstacles where MBOs can make simple adjustments to get better and more lasting outcomes…ultimately delivering more meaningful, purposeful, and transformative experiences to their members.
- how we view members
- how we view associations/MBOs
- management processes and practices we adopt
- what we believe members expect
- how we promote MBOs and membership
- how we communciate with members
- how we prepare volunteer leaders
The findings can be found in: The Member Engagement Paradox: Overcoming 7 Obstacles to Build and Maintain Thriving Membership Communities.
At present, because MBOs can only operate effectively in functioning democracies, the Melos Institute has decided to focus its applied research initiatives on those strategies and practices that can help generate the kind of member engagement that not only supports members’ needs, interests, goals, and aspirations, but also that which will directly promote and protect their respective fields of endeavor.
What We Do
We are dedicated to learning what MBOs need to do and how they need to operate to deliver meaningful, purposeful, and transformative experiences to their members.
We do this by working with a multi-generational, multi-disciplinary group of individuals (i.e., association management professionals, volunteer leaders, scholars, and subject matter experts) who voluntarily contribute their information, knowledge, experiences, and expertise to defining a 21st-century relation-centered body of knowledge for association management.
Our applied research initiatives generate information, knowledge and tools for those who are interested in advancing their expertise in the field of association management.
Applied Research Initiatives
Our applied research efforts examine the emergence, formation, development, and operations of membership-based organizations (MBOs) in America. More specifically, we focus on how adopting a relation-centered approach generates better outcomes for those organizations that represent professions, trades, and personal avocations.
Relation-centered Body of Knowledge
We use the findings from our applied research efforts to establish a 21st-century relation-centered body of knowledge for the association management profession; one that is uniquely designed to support MBOs representing professions, trades, and personal avocations.
Personalized Support for MBOs
Opportunities for volunteer and staff leaders to benefit from highly-customized support from the Institute’s change process specialists – without having to make a financial obligation – on key issues like membership development, member engagement, leadership development, and more by agreeing to serve as research partners.
Lifelong Learning Opportunities for Volunteer & Staff Leaders
Findings from our initiatives form the foundation of an ever-expanding array of highly interactive, affordable digital and onsite learning opportunities.
Join our mailing list to be notified of upcoming online events on issues like relation-centered management, member engagement, leadership development, relation-centered communication, and more.
Volunteer Opportunities
Individuals and MBOs play a pivotal role – serving as volunteers and research partners – in assisting the Melos Institute in examining how adopting a relation-centered approach generates better outcomes. Their contributions assist us in identifying, defining, developing, and shaping a 21st-century body of knowledge for the association management profession.
References & Resources
Findings from our initiatives help shape the development for developing a range of publications, templates, and tools. Concepts included in them have been pilot-tested in MBO settings to ensure their applicability and effectiveness. The Member Engagement Paradox, our ground-breaking book on MBOs, offers a fresh look at: 1) how distinctive these organizations are; 2) ways they can increase and expand member engagement, and; 3) their consequential role in shaping America.
Join the Relation-centered Management Movement
We welcome everyone who is interested in identifying, defining, developing, and shaping a 21st-century body of knowledge for the association management profession. Regardless of your position or time limitations, we’ve got an opportunity for you to make a difference.
Why We Do This
Our Mission
Establish and disseminate a 21st-century relation-centered body of knowledge for the association management profession that empowers membership-based organizations (MBOs) to deliver more meaningful, purposeful, and transformative experiences to their members, advance their members’ respective fields of endeavor, and make lasting positive contributions to the larger society.
Our Vision
Membership-based organizations play a continuous and consequential role in generating positive social change on individual, collective, and societal levels in constitutionally representative democracies.
Our Values
Bestow Respect
Everyone possesses inherent value and thus should be afforded due respect.
Inspire Synergism
Innovations are generated when individuals are given the opportunity to share their expertise and experiences.
Practice Innovation
Lasting solutions require the collective willingness to challenge existing assumptions, concepts, practices, and boundaries.
Be Purposeful
New information only becomes consequential when it is widely shared with others.
Engender Transformative Experiences
Develop programs, products and services that are uniquely designed for MBOs’ volunteer and staff leaders to generate positive change.
Embrace Collaboration
Engage routinely with others who share our interests and values.
Melos Institute Board of Directors
2025 Leadership Team
Patricia A. Hudson, MPsSc, Founder & President
Santa Fe, New Mexico
Trish, an association management professional and community psychologist, has decades of experience working in, with, and for volunteer and staff leaders in nonprofit organizations and MBOs. While working with MBOs, she assumed various professional positions with the American Association of University Women (AAUW), the Boat Owners Association of the United States (Boat/U.S.), and the National Association of Home Builders (NAHB). She also spent many years providing support and guidance to MBOs representing a wide range of professions, trades, and personal avocations in the U.S., Eastern Europe, South Asia, and the Middle East. She has written extensively for MBO-related publications as well as conducted workshops and engaged in other types of learning opportunities for volunteer and staff leaders of MBOs on a wide range of topics. She, thus far, has published six books on issues specific to MBOs and association management.
Raven Deerwater, EA, Ph.D. Vice President
Mendocino, California
Raven, an enrolled agent, has decades of extensive volunteer leadership experience at the local, state, and national levels. He has served in many volunteer leadership roles with the California Society of Enrolled Agents (CSEA) as well as the National Association of Enrolled Agents (NAEA). Prior to becoming an enrolled agent, he was involved in designing and delivering an innovative mathematics curriculum at the New School in Chicago.
David Reel, Secretary/Treasurer
Easton, Maryland
David, a managing partner of the Gladstone Group, has extensive association management experience working for decades as CEO of six local and state associations in four states; most recently as chief executive officer of the Maryland Hotel and Lodging Association (MHLA). David has also spearheaded curriculum development for a nonprofit certificate program at the University of Virginia as well as served as a guest lecturer at the College of Southern Maryland and University of Maryland. He also writes for, conducts workshops for, and gives presentations to a wide range of MBO-related organizations on issues specific to the effective governance and management of associations.
Maureen Heim, Treasurer
Bend, Oregon
Maureen, a nonprofit professional, served as membership director for 13 years with the Association of Community Services (ACS) of Howard County in Columbia, Maryland. She was instrumental in getting ACS to agree to serve as Melos’ first research partner; pilot testing relation-centered concepts in the area of membership and leadership development as well as education and communication.
Matthew Baggetta, Ph.D., Secretary
Bloomington, Indiana
Matt, an associate professor at Indiana University/ Bloomington, is an expert on civil society and voluntary associations; focusing his attention on the impacts of voluntary associations on their members and the broader impacts of associations and movements on society. His academic research has been published in the American Sociological Review, American Journal of Sociology, Social Forces, Perspectives on Politics, Nonprofit and Voluntary Sector Quarterly, and Sociological Methods and Research. He has also served as a volunteer leader with the Boston Choral Ensemble.
Walter Schatz, Director Emeritus
Croton-On-Hudson, New York
Walter, a former chief executive officer, and community organizer has more than 40 years’ experience in association management; serving as the chief executive for 15 years at the Specialty Advertising Association of Greater New York (SAAGNY) as well as the International Association of Venue Managers (IAVM); previously the Association of Auditorium Managers (AAM). Prior to working in MBOs, he focused his efforts in the area of city planning as well as parks and recreation programming.