Blog Archives

ASSOCIATIONS/NONPROFITS – DIGITAL ASSET SECURITY: 4-STEP “BACK TO BASICS” APPROACH

Webinar: Group live presented online due to COVID-19  ||  Attendance: 25 Associations  ||  Reviews  ||  Good presentation. Learned quite a bit that I need to continue to stay on top of for the benefit and health of the association. || Very informative…thank you! || Thanks, great content, will work with the safety tips, resources || Thank you for a great session

Click here for Recorded Webinar

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Course Title W148: Associations/Nonprofits – Digital Asset Security: 4-Step “Back to Basics” Approach
Date and Time: Wednesday, February 17, 2021 from 11:00 a.m. to 12:30 p.m. (EASTERN TIME)
Description How can you shift from a traditional cyber security approach to an approach that will mitigate today’s risks?

The many cyber attacks and data breaches worldwide show that these incidents are becoming more intense, are on the rise, and the environment has become much more complex to secure.

Many of the current security methods, tools, and techniques used by businesses to secure their environment and protect their brand have been effective so far, but attacks are now coming from all directions. Hackers, hacktivists, cyber criminals, nation states, and insiders (like employees) are all pounding security protocols to find a weak spot to get in.

Knowing that data streams in from various entry points, organizations that still differentiate between internal and perimeter security should urgently reconsider their security approach—specifically the roll of digital assets (i.e., domains, domain name system (DNS), and digital certificates)—in enabling the day-to-day successful operation of their business.

Instructor Bios: Gianni Maiorano, CSC, Digital Brand Specialist

Bio:  LinkedIn Bio

Elizabeth Sylves, CSC Cyber Security, Phishing & Online Brand Protection

Bio:  LinkedIn Bio

Level Intermediate
NASBA Category Information Technology
CAE (Field of Study) Administration
Prerequisites; Advance Preparation Required 1-2 years experience in operations; No advance preparation required for the course
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives Digital Assets Management Best Practices (Core Domain Name Portfolio – Defensive Portfolio – Consumer Grade vs Enterprise Security)

Alignment of domain names portfolio and infringement landscape.

How to protect your organization and end users online.

 

Refund and Complaint Resolution Policy:  www.ustranscorp.com/webinar-policy

CPE Compliance Disclosure:  U.S Transactions Corp. (CPE Sponsor ID: 138278) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

 

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BECOMING A DATA CENTRIC ASSOCIATION – DIGITAL TRANSFORMATION PART 2

Webinar: Group live presented online due to COVID-19  ||  Attendance: 106 Associations  ||  Reviews   ♦♦♦♦♦  ||  Thanks all for your contributions! || Great session, thanks || Great stuff, Julie and Reggie and Emilio. Kudos. || Excellent session!!  || A great team of presenters with real-world experience and advice. Thanks for supporting this program! || I thought the program was really good. It provided some specific examples that I can apply to my organization. Very helpful. || Great presentation and very relevant for today.

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Title W142:  Becoming a Data Centric Association – Digital Transformation Part 2
Date Wednesday, February 10, 2021
Time 11:00 a.m. – 12:30 p.m. (Eastern Time)
Course Description To meet growing member expectations, associations are focusing more of their efforts to understand what drives engagement, how to increase satisfaction, and what factors lead to retention.

This Course is built around a case study involving The American Society of Association Executives (ASAE).  ASAE found it difficult to evaluate the true impact of engagement because data was stored in siloed locations – like their AMS, email marketing, and online community systems. On their own, each platform contained useful data, but what ASAE really needed was a consolidated view of data across systems to fully analyze the membership journey.  As part of its digital transformation, ASAE migrated to a cloud-based platform for data analytics. By bringing their data into a central repository, they’ve gained a single source of truth for data that can be used to inform strategy decisions. ASAE can now see a complete, accurate, and trusted view of their data which influences how they solve problems.

Instructor Bio: Julie Sciullo

Julie has 15 years’ experience successfully driving finance, strategy, sales and, corporate development. She is an industry thought leader who infuses innovation into data analytics through technology implementation, product and service management, talent and team development, and continuous improvement to business processes.

Julie is passionate about interpreting the story in the data to drive decisions and facilitate success. She holds an M.B.A. in Finance and Organizational Leadership from Duquesne University and a B.S.B.A. in Accounting and Finance from the University of Pittsburgh.

Her belief in the power of data analytics drove her to the helm of Association Analytics and to year-round conferences, where her insights as a featured speaker, deliver applicable takeaways and sought-after value.

Reggie Henry, CAE

Mr. Henry’s responsibilities are to implement “exemplary” systems at ASAE that can serve as a model to the rest of the association community and to “ratchet-up” the use and understanding of technology among ASAE members. He has been working with and/or for non-profit organizations since 1985. Mr. Henry speaks regularly on technology and strategy issues. In 2009 he was invited by the Secretary of Smithsonian to participate in Smithsonian 2.0, a Gathering to Re-Imagine the Smithsonian in the Digital Age. Reggie was recently named one of the top 40 CIOs in DC-MD-VA area. Mr. Henry holds a B.S. in Economics and Computer Science from Georgetown University. Mr. Henry serves on the Curriculum Committee and faculty of the Institute for Organization Management (U.S. Chamber of Commerce) and the Technology Management Advisory Council for Georgetown University’s Technology Management degree program, and was recently Appointed to the Board of Directors of Educause, a nonprofit association and the foremost community of IT leaders and professionals committed to advancing higher education. He enjoys cooking, drawing, pottery and golf.

Level Intermediate
CPE (NASBA Category) Information Technology
CAE (Field of Study) Administration
Prerequisites and advance preparation needed preferably 1-year or more of experience with association or nonprofit operations and management.  Advance preparation needed: None
Reviewer Wade Tetsuka, CPA

Bio:  https://www.linkedin.com/in/wadetetsuka/

Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: $0.00
Learning Objectives Course Objectives:

  • Understand the concept of bringing enterprise data into a central repository.
  • Learn how centralized data should be structured to then provide analysis to inform strategic decision making.
  • Learn the inroads and obstacles to migrating from siloed data to centralized data
  • Learn how this data centric approach can help an organization’s member engagement and member satisfaction.

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ASSOCIATION PCI COMPLIANCE WORKSHOP 101 FOR APTIFY

Webinar: Group live presented online due to COVID-19  ||  Attendance: 26 Associations    ||  Excellent explanation of PCI compliance || VERY knowledgeable crew leading the webinar and I learned a lot in 90 minutes!  || The flow chart at the very beginning that visualized the relationship b/t the payment vendors/merchants was very helpful. This was not my first PCI compliance webinar, but it was the most effective one for me. Thank you.

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Title: Association PCI Compliance Workshop 101 for Aptify
Date: Thursday, February 4, 2021
Time: 3:00 pm – 4:30 pm (EASTERN TIME)
Description: Exclusively for Aptify user associations and nonprofits.  How can you be sure that your Association is PCI Compliant and is maintaining a secure payment environment? In this course you will learn best practices of Associations and non profit organizations in for implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ), and what you should know about it.
Instructor Name and Bio: Julie Duncan, James Chen, and Wade Tetsuka, CPA

Julie Duncan leads UST’s Association Industry practice.  Her focus is helping Association clients implement an integrated, PCI-compliant, credit card processing solution within their AMS or ERP platform which allows the Association to have the lowest possible cost per transaction (Visa/MasterCard/AMEX)   Julie joined UST in 2018.   Prior to joining UST, Julie served for four years as a Literacy Specialist to learning disabled students in grade school.  For 10 years she also co-managed and co-founded a production service business with her husband in the burgeoning film industry in Georgia. This experience helped Julie to gain working knowledge of the broad spectrum of business operations including vendor management, HR, accounting, marketing, sales and customer service.  Julie is a graduate of Thomas Edison State University in Trenton, NJ where she earned a Bachelor’s Degree in English – Rhetoric and Communication.

Wade Tetsuka is a C.P.A. who brings 20 years of financial expertise and business management experience to U.S. Transactions Corporation. Wade also has an extensive network of contacts within the government contracting arena. He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior engagement manager responsible for the assurance work for IBM, Kodak, Sony Europe, and several other multinational companies. He also served as President/General Manager to three early-stage fast-growth companies in the life sciences industry.He graduated from the University of Pennsylvania, Wharton School of Business with a B.S. in Economics.

Level Beginner
CPE (NASBA Category) Specialized Knowledge
CAE (Field of Study) Administration
Prerequisites; Advanced Preparation No prerequistes; no advance preparation required
Delivery Group live presented online due to COVID-19
CPE / CAE Credits 1.5
Cost: Free
Learning Objectives Gain an overview of the PCI Compliance Requirements

Learn 9 practical tips to achieve a more secure payment environment

Understand what are the annual SAQ requirements

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MEMBER ENGAGEMENT: 15 WAYS TO TAKE YOUR NEWSLETTER TO THE NEXT LEVEL

Webinar: Group live presented online due to COVID-19  ||  Attendance: 105 Associations  ||  Reviews   ♦♦♦♦♦  ||  One of the most useful, practical webinars I’ve ever been on. loved it. || Home-run event having these leaders sharing their knowledge. kudos for putting on such a great event.  || The session was solid. Truly appreciate everyone’s input. Thank you. I left with several light bulb moments.  || GREAT SLIDES!!  ||Many good tips to share with our content team. || This was the best webinar on communication in this series || Thank you! Solid session.

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Title Member Engagement: 15 Ways to take your Newsletter to the Next Level
Date Wednesday, February 3, 2021
Time 11:00 am – 12:30 pm (Eastern Time)
Course Description Your organization’s email newsletter is an incredibly valuable way to consistently engage your members. It’s also an effective way to show them how you stay ahead of the important topics and news in your industry. It also provides an opportunity to associate your organization’s brand with cutting-edge information in your space.

However, most organizations aren’t taking full advantage of this useful communication tool. So read on to explore 15 ways you can take your email newsletter to the next level.

First, you will identify ways to leverage new technologies to make your email newsletter more sophisticated. At the same time, these new technologies will create less of a drain on your internal resources. In other words, you’ll learn how to save a lot of time.

Second, you get some useful ideas for taking your newsletter to the next level and how you can maximize your newsletter real estate.

Finally, this list will conclude by ensuring that you leverage the fundamentals of email engagement for your newsletter.

Instructor Bio:  

Erica Salm Rench, Director of Client and Market Success, Rasa.io

Bio: https://www.linkedin.com/in/esalm/

Angelica Rodriguez of AcademyHealth

https://academyhealth.org/about/people/angelica-rodriguez

Level Intermediate
CPE (NASBA Category) Specialized Knowledge
CAE (Field of Study) Membership Development
Prerequisites and advance preparation needed preferably 1-year or more of experience in marketing or membership services/development.  Advance preparation needed: None
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives After this Course, you will be able to:

  • identify ways to leverage new technologies to make your email newsletter more sophisticated
  •  learn how to save a lot of time spent on newsletter creation and distribution
  • how you can maximize your newsletter real estate
  • leverage the fundamentals of email engagement for your newsletter

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ADVOCACY IN A TRANSITIONAL 2021

W143: ADVOCACY IN A TRANSITIONAL 2021

Course Description

The first year of a new Session of Congress is typically a critical time for advocacy networks.  There are new Members of Congress to meet (and bring up to speed), priorities to establish, and legislation to re-introduce (with co-sponsors to re-up).  Amidst the transitional winds of the pandemic, flexibility and creativity have become strategic imperatives. Invisibility is not an option.
In 2020, Soapbox Consulting conducted 5,074 virtual meetings with Members of Congress and 6,704 advocates.  Best practices emerged around technology, training, scheduling, and messaging.  Yet things are changing again as people begin to get immunized and congressional offices, each managed separately, are making decisions about how they will interact with their constituents in 2021.
Join Christopher Kush, MPP, CEO of Soapbox Consulting, and Author of The One-Hour Activist (Wiley), for a discussion of the emerging advocacy considerations that have begun to surface in 2021.

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Webinar: Group live presented online due to COVID-19  ||  Attendance: 55 Associations  || Reviews  ♦♦♦♦♦ || “Great information. Speakers were very interesting. Thank you!”|| “Thank you, great info. Being nimble and creative.”

Click HERE for recording.

Learning Objectives
  • Learn what best practices emerged around technology during the pandemic.
  • Learn what best practices emerged around training, scheduling, and messaging during the pandemic.
  • Learn emerging trends regarding how congressional offices, each managed separately, are making decisions about how they will interact with their constituents in 2021.
Instructors/ BIOS
Christopher Kush, MPP, CEO, Soapbox Consulting
Erica Farage,VP, International Franchise Association
Date Tuesday, February 2, 2021
Time 1:00 PM – 2:30 PM EASTERN TIME
CPE/CAE Credits
1.5
Level Intermediate
CPE(NASBA Category) Specialized Knowledge
CAE (Field of Study) Public Policy, Government Relations, Coalition Building
Prerequisites/advance preparation needed 1 year experience in business operations; no advance preparation required
Reviewer
Wade Tetsuka, CPA
Delivery
Group Live Presented online due to Covid-19
Cost free

 

 

 

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PCI Compliance Workshop 101 for NetSuite

 

N101: PCI COMPLIANCE WORKSHOP 101 FOR NETSUITE

Course Description

NetSuite Users:  You are not sure that your organization is PCI compliant, or you want to be sure you know the latest information to ensure you are maintaining the most secure payment environment.

In this course you will learn best practices of NetSuite organizations in implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ), and what you should know about it.

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Webinar: Group live presented online due to COVID-19  ||  Attendance: 10 Associations  ||  “Very informative, thank you.”|| “Connections to SME resources is very valuable.”

Click HERE for recording.

Learning Objectives
  • Gain an overview of the PCI Compliance Requirements
  • Learn 9 practical tips to achieve a more secure payment environment
  • Understand what are the annual SAQ requirements
Instructors/ BIOS
Adam Kostopoulos, CPA; Solutions Consultant, NewGen Business Solutions,
Shane Ellison; VP, NewGen Business Solutions, Inc.
Marsh McHenry; NetSuite Practice Leader, UST
Wade Tetsuka, CPA; President, UST
Date Thursday, January 28, 2021
Time 3:00 PM – 4:30 PM EASTERN TIME
CPE/CAE Credits
1.5
Level Intermediate
CPE(NASBA Category) Specialized Knowledge
CAE (Field of Study) Administration
Prerequisites/advance preparation needed 1 year experience in business operations; no advance preparation required
Reviewer
Wade Tetsuka, CPA
Delivery
Group Live Presented online due to Covid-19
Cost free

 

 

 

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NON-DUES-REVENUE WORKSHOP #1: TWO CASE STUDIES PRESENTED BY ASSOCIATION EXECUTIVES WITH Q&A

Webinar: Group live presented online due to COVID-19  ||  Attendance: 64 Associations  ||  Reviews   ♦♦♦♦♦  ||  Great presentation  || Always a great topic and great job y’all!  || Wade did a great job in moderating. I was greatly impressed by Karmin’s presentation and ideas. Thank you Wade for the recommended reading…Competing in the Age of AI. Thank you for inviting to join the presentation. Very thought stimulating topic!.  || Great presentation and presentation skills Karim. Very engaging || Thanks to all. Really like looking at delivering information in news ways! || Thank you UST; really enjoy every session. Informative and timely information.

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Course Title Non-Dues-Revenue Workshop #1: Two Case Studies presented by Association Executives with Q&A
Format Group Live
CPE Credits 1.5
Level Intermediate
CPE (NASBA Category) Specialized Knowledge
CAE Field of Study Programs, Products and Services
Prerequisites At least 1 year experience with association or nonprofit operations
Advanced Preparation No advanced preparation is necessary or required
Location Group Live presented online due to COVID-19
Date January 27, 2021
Time 3:00 p.m. – 4:30 p.m. EASTERN TIME
Cost $0.00 (no registration fee required)
Course Description:

With declining membership in many associations, there is an increasing need for Associations to find new sources of revenue besides dues and annual conferences.  In this course you will learn what other associations have done to open up non-traditional revenue streams.  Learn how some associations have restructured their operations or engaged in new partnerships to help bring added value to “products” that the association already owned, but never effectively monetized.  What do associations do when they initially fail in their new ventures; how do they get management and board buy-in to start new revenue generating activities.

Instructor(s) and Bios:

Sharon Gleason, CFRE, ACFRE, Senior Director of Development & Marketing, Society of Nuclear Medicine and Molecular Imaging (SNMMI) and Karim Guirguis, Chief Strategy and Innovation Officer, American Bankruptcy Institute (ABI)

 

Bio Sharon Gleason:  https://www.linkedin.com/in/sharon-gleason-cfre-acfre-4269494/

Bio: Karim Guirguis:  https://www.linkedin.com/in/kguirguis/

 

Learning Objectives:

Upon successful completion of this course, participants will be able to:

a)     Identify new ideas for potential revenue streams

b)    How to organizationally adjust in order to break out of traditional ways of thinking in order to open up the possibility for new revenue activities

c)     Learn how organizations have used 3rd party partnerships to help monetize existing assets.

Compliance Information:

Refund and Complaint Resolution Policy:  www.ustranscorp.com/webinar-policy

 

CPE Compliance Disclosure:  U.S Transactions Corp. (CPE Sponsor ID: 138278) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org I n accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour

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What is the Hype about Salesforce for Associations

 

W131: WHAT IS THE HYPE ABOUT SALESFORCE FOR ASSOCIATIONS

Course Description

Salesforce is the largest CRM (Customer Relationship Management) platform in the world.  Does such a solution make sense for Associations given the various existing AMS (association management systems) systems on the market which have been designed specifically for Associations?During this session we will explore why associations transition from a legacy AMS to enterprise CRM platforms like Salesforce.  What were the benefits for the Association of doing so, what challenges may arise, and some examples of how Salesforce can benefit an association’s operations.We will also present an actual Association case study with an association executive who will provide the practitioner’s perspective of the transition from a legacy AMS to an enterprise CRM platform.Enterprise CRM platforms like Salesforce claim the ability to  provide tools to connect your marketing, sales, commerce, engagement, and service operations to create a 360-degree view of your organization’s customers and members. For associations, can an enterprise CRM like Salesforce and its ecosystem of applications work in practice to eliminate silos, scale operations, and leverage data to drive strategic decision making.

Webinar: Group live presented online due to COVID-19  ||  Attendance: 23 Associations  ||  Reviews    ||    Matt Frank is a joy — so knowledgeable and happy to share. And Frank of SEPA brought great insight from an active practitioner.

Click HERE for recording.

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)

Learning Objectives
  • Understand how an enterprise CRM platform can replace the functionality provided by legacy AMS technology.
  • Discover the concept of member-360 and how eliminating data silos across operations can achieve this.
  • How to develop, track, and report on KPIs (Key Performance Indicators) across your organization using Salesforce.
Instructors/ BIOS
Jake Fabbri; Chief Marketing Officer at Fonteva, Salesforce Premier Partner
Matthew Frank; Head Of Product Marketing, Fonteva
Frank Grace, CAE; Director of IT at Smart Electric Power Association (SEPA)
Date TUESDAY, JANUARY 26, 2021
Time
11:00 AM – 12:30 PM (EASTERN TIME)
CPE/CAE Credits
1.5
Level Intermediate
CPE(NASBA Category) Information Technology
CAE (Field of Study) Administration
Prerequisites and advance preparation needed 1 year experience in business operations; no advance preparation required
Reviewer
Wade Tetsuka, CPA
Delivery
Group Live Presented online due to Covid-19
Cost free

 

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[Association] Insights for Everyone: Data Analytics for Leadership, Staff & Board

Webinar: Group live presented online due to COVID-19  ||  Attendance: 114 Associations  ||  Reviews   ♦♦♦♦♦  ||  Great information was shared. The case studies were impressive. || It was awesome. I got a LOT of good ideas, recommendations and guidance as far as priorities and what to look at. Thank you so very much!  || Very informative. Thank you!  || Very informative. Thank you!  ||

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Title

[Association] Insights for Everyone: Data Analytics for Leadership, Staff & Board

Date Wednesday, January 20, 2021
Time 11:00 am – 12:30 pm (Eastern Time)
Course Description Take part in an exhilarating conversation detailing how modern data analytics helps you better understand your members (and non-members) by pulling together the 80% of your member data that is NOT stored in your AMS/CRM system and analyzing/delivering it in new and productive ways.

Highlights will include:

  • Insights for Everyone – Analytics for Leadership, Staff, and Board
  • Member-Facing Analytics – the Overlooked Way to Monetize Your Data
  • How a Data Analytics Solution Delivers Org-Wide Agreement on Metrics
  • Supporting and Engaging Components with Data Analytics
  • Dramatically Enhanced Member Engagement Scoring

If you haven’t seen Data Analytics for Associations recently, join us to see what’s now possible!

Instructor Bios:  

Rob Miller, MPA CAE, is Senior Vice President of Revenue at Gravitate Solutions, Alexandria, VA. As SVP, Rob will utilize his deep association industry expertise and leadership experience to help guide corporate strategic direction, product direction, and oversee customer relations, sales and marketing.  Rob was previously President and Co-Founder of Avectra (Abila).  Education:  Bachelor’s degree from Gustavus Adolphus College and a Master’s Degree in Public Administration from American University.

 

Lacy Packard,  Director of Information Technology, American Association for Justice.  Education: Master of Arts, Political Management, The George Washington University, Washington, DC; Bachelor’s degree in Political Science from Oklahoma State University.

 

Terry Dowdy, CAE, Director of Information Technology & Web Services, Tax Executives Institute.

 

Level Intermediate
CPE (NASBA Category) Information Technology
CAE (Field of Study) Administration
Prerequisites some background in marketing or IT
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives You will be able to:

  • understand how to create meaningful executive dashboards to help with decision making.
  • how to use data analytics to help make decisions which lead to dramatically enhanced member engateement
  • approaches to monetizing important data in your association.

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Nonprofit GAAP – What you need to know about Related Parties and Consolidation

Webinar: Group live presented online due to COVID-19 ||  Attendance: 16 Associations  || Helpful information! Thanks! || Thanks Mark, this is helpful || Thank you. very informative!

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

Title Nonprofit GAAP – What you need to know about Related Parties and Consolidation
Date Thursday, January 21, 2021
Time 11:00 am – 12:30 pm (Eastern Time)
Course Description We’ll walk through the accounting, presentation and disclosure requirements for related party transactions, transaction between entities under common control and affiliate entities.
Instructor Bio: Mark Robins, CPA

• Partner, Assurance Services at Aronson LLC

• Over 10 years of experience in public accounting

• Specialize in nonprofit financial reporting and auditing

• Conducts regular seminars and workshops internally and externally on various topics in accounting and auditing

• Member of the AICPA

• B.S. degree in accounting, California State University Northridge

Level Beginner to intermediate
CPE (NASBA Category) Accounting – Technical
CAE (Field of Study) Administration
Prerequisites 1-year of nonprofit accounting experience in public or private industry.
Reviewer Wade Tetsuka, CPA

Bio: https://www.linkedin.com/in/wadetetsuka/

Delivery  Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives You will be able to:

  • understand the difference between related parties and affiliates under GAAP.
  • discuss presentation and disclosure requirements.
  • explain when other entities are consolidating in accordance with GAAP.
  • account for transactions between entity under common control.

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  • U.S. Transactions Corporation

    44044 Riverpoint Drive,
    Leesburg, VA 20176
    Phone: (866) 442-3327
    Fax: (866) 511-0935

  • Key Points About Services

    - Over the last 7 years, we have a client retention rate of 97.5% (vs. industry average of 67.4%).

    - Three consecutive years (2012, 2011, and 2010) in President’s Club

    - We prove and validate your success by providing an initial 6-month fee/savings analysis, and thereafter annually.