Blog Archives

Marketing Automation and AI – How Associations Implement Marketing Automation with AI features for any AMS Solution

Associations Success with AI and Marketing Automation

Webinar: group live presented online  ||  Attendance: 10 Associations  ||  I learned a lot from this session. It was a good overview for me as someone who does not know the details of AI in marketing. ||

Click here for Recorded Webinar 

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

Title Marketing Automation and AI – How Associations Implement Marketing Automation with AI features for any AMS Solution
Date Tuesday, December 8, 2020
Time 9:30 – 11:00 am ET
Description The Term “Artificial Intelligence” seems to be everywhere in today’s world. Since 1955, researchers have been trying to mimic the intelligence of humans and in doing so broaden the opportunity and utilization of this technology across many needs. Since 2015, the bounds of AI and where it can be applied seem to be endless. AI in Marketing is being utilized in key ways that are helping businesses and associations get their messages and offerings out to their audiences in key ways. From personalization to optimization, AI allows Marketers the opportunities to target campaigns in unprecedented ways.

 

In this session, Manav and Todd will discuss a little history of AI, where there has been success and then tie all of this together with utilizing the technology for Marketing your products, services and engagement to your membership. Complete with some examples and a brief show and tell, and you’ll leave this webinar with a better understanding of how AI fits into your marketing mix and key actions to take to both start the conversation in your organization, and build on an existing AI Marketing program.

Instructor Name and Bio Todd M.Tolbert, MBA, CAE

Todd M. Tolbert is a dynamic and creative business leader and trusted executive with extensive experience in delivering transformative internal and customer-facing solutions in support of business growth. Todd’s industry experience includes not-for-profit, association, professional services, media, advertising, consulting, content creation and direct marketing industries. He is adept at leading through collaboration, innovative thinking and execution excellence.

Todd’s experience within the non-profit and association industry includes administrative operations (HR, Technology, Physical Plant), financial, fundraising, membership, membership engagement, global operations and executive leadership. He excels at assessing, developing and shaping strategy and tactics which impact and support mission and vision outcomes, increase revenue and advance operational efficiencies; all leading to organizational success.

Manav Kher

The official gear-head of fusionSpan. Manav has over 18 years of enterprise software development experience and has been leading the software development team at fusionSpan since 2010. Previously he spent 10 years in various development leadership and architect roles in the healthcare industry.

Manav has a Master’s degree in Systems Engineering from the University of Maryland, College Park. He is an avid golfer and spends most Saturday mornings trying to lower his handicap.

Level Beginner
CPE (NASBA Category) Information Technology
CAE (Field of Study) Membership Development
Prerequisites None
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost Free
Learning Objectives

Learn a little history of Al and see where its success can help you utilize the technology for marketing your products, services, and engagement to your membership.

Gain a better understanding of how AI fits into your marketing mix.

Leave with key actions to help start the conversation in your organization and build on existing Al Marketing programs.

 

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Introduction to Agile Development with Scrum

Webinar: group live presented online  ||  Attendance: 14 Associations  || Thank you! Very informative || Thanks for the insights, and the added comments regarding kanban. ||

Click here for Recorded Webinar 

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

Title Introduction to Agile Development with Scrum
Date Monday, December 7, 2020
Time 3:30 pm – 5:00 pm (Eastern Time)
Description An overview of Scrum, a method of rapid iteration and experimentation to discover product direction and build high performing teams.
Instructor Name and Company Dr. Patrick McConnellNextUp Solutions
Instructor Bio: Dr. McConnell is an Agile Coach and Certified Scrum Trainer that specializes in Agile transformation in the public sector and scaling Agile methods. A criminologist by training, Patrick transitioned from developing geospatial applications in Agile teams to coaching and training Agile methods and frameworks. He has served as an Agile coach and trainer for over 50 US government organizations, as well as the states of Alabama, Maryland, and New York.
Level Introductory
CPE (NASBA Category) Information Technology
CAE (Field of Study) Administration
Prerequisites None
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives You will understand

  • Agile methods in comparison to Waterfall approaches
  • Scrum as an Agile method
  • How Scrum Teams are composed
  • The Scrum pattern of short incremental delivery

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Nonprofit GAAP: Functional Expense Reporting – Make it meaningful to you and your audience

Webinar: group live presented online  ||  Attendance: 42 Associations  ||  Reviews   ♦♦♦♦♦  ||   This was SO informative. Thank you!!  || Thanks for very informative information. ||  Very helpful – thank you!  ||  Thank you, great seminar!  || Speakers were very knowledgeable and used good examples.  || It was very good content. || I thought this was one of the most helpful programs yet! || This is a very helpful course because functional expenses is a difficult concept. || It was a very useful course and Zoom was much appreciated after suffering many GoToWebinar issues during the lockdown. || Outstanding! Timely, relevant and 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:  Functional Expense Reporting – Make it meaningful to you and your audience
Date Friday, December 4, 2020
Time 11:00 am – 12:30 pm (Eastern Time)
Course Description Since the implementation of ASU 2016-14 many nonprofits that did not previously have to present a statement of functional expense are required to. Understanding and implementing the requirement can take some time and judgement.

This presentation will help individuals understand the elements of the statement of functional expense and how to make it meaningful to your audience. You will be able to understand the difference between program and supporting services and variance methods for allocating costs in accordance with GAAP.

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

Eric Hittle, CPA

  • Senior Associate, Assurances Services at Aronson LLC
  • Six years of experience in public accounting
  • Specializes in nonprofit accounting
  • Master of Professional Accountancy from Montana State University, Bozeman
  • Member of AICPA
Level Intermediate
CPE (NASBA Category) Accounting
CAE (Field of Study) Administration
Prerequisites and advance preparation needed preferably 1-year or more of experience with nonprofit accounting (private or public company).  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: Free
Learning Objectives After this Course, you will be able to:

  • define the elements of the statement of functional expenses.
  • understand financial statement presentation and disclosure of functional expenses.
  • understand how to allocate costs between functions.
  • be able to identify joint costs.

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Remote Control: Establishing and Maintaining Effective Internal Controls in a “Stay at Home” Environment

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Webinar: group live presented online  ||  Attendance: 16 Associations  || Thank you, Will. Nice presentation  ||  This was very insightful. ||

Click here for Recorded Webinar 

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

Title Remote Control: Establishing and Maintaining Effective Internal Controls in a “Stay at Home” Environment
Date Thursday, December 3, 2020
Times 11:00 am – 12:30 pm (Eastern Time)
Description Your control environment has changed with the implementation of remote workplaces, and your organization may be facing new risks that did not exist before.  Even the best internal controls have limitations, and every organization should do its best to ensure effective control environments persevere in the midst of the changes we are facing.  Join us as we discuss these challenges and learn how association leaders are finding solutions as nonprofits evolve in response to these unprecedented times.
Instructor Bio: Will Donahue, CPA

William Donahue, CPA, is a senior manager in Aronson’s Nonprofit Services Group, specializing in nonprofit clients. Will is passionate about identifying clients’ needs to help them reach their goals and carry out their mission. He leads teams in performing attestation and consulting services. Within the firm, Will is a member of Aronson’s Diversity and Inclusion Council and has contributed to the thought leadership and advisory services related to the upcoming lease standard. Will is a graduate of Temple University’s Fox School of Business, and began his career in corporate accounting, gaining valuable insight into multiple accounting software systems, internal controls, revenue recognition processes, and cash flow management.

Level Foundational knowledge
CPE (NASBA Category) Business Management & Organization
CAE (Field of Study) Administration
Prerequisites
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives
  • Understand the risks introduced by a remote workplace environment and its impact on internal controls
  • Learn to leverage information technology to strengthen internal controls
  • Identify ways for your internal controls to evolve so they are stronger than before and cannot be circumvented
  • Inspire nonprofit leaders to perform an updated risk assessment of their organization
  • Adopt best practices for communicating with, and involving, your Board of Directors in monitoring your organization in a remote environment

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Association AMS/CRM solutions: Best-in-Breed vs. All-in-One

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Webinar: group live presented online  ||  Attendance: 16 Associations  ||   Thank you. Nicely done. || Thank you all for sharing your perspective and experience. || Thanks all! Leaving with some good takeaways.

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 W130:  Association AMS/CRM solutions:  Best-in-Breed vs. All-in-One

 

Date and Time: Thursday, December 3, 2020 from 1:00 p.m. to 2:30 p.m. (EASTERN TIME)
Description Finding the right technology solutions for your organization often comes down to two big comparisons: Best-in-Breed software solutions or an All-in-One packaged solution?

Your CRM/AMS needs to be built with an eye towards integration, growth and change. Join this all-star panel as they share their learning lessons and expertise from over 100 years of combined Association Technology experience.

Instructor Bios: Craig Dellorso, CEO and Co-Founder, Confluence Global

Lee Hornstein, Founder and CEO, C Systems Global

Toni ValentiMarketing and Membership Director, New York County Lawyer’s Association

Tori Miller Liu, CAE, MBA, Director of Information Systems, American Speech-Language-Hearing Association

Instructor Bio: Craig Dellorso, CEO and Co-Founder, Confluence Global

Based in Fairfax, Virginia, Craig calls upon 20 plus years of extensive leadership, technology, and operations experience in the Association and Non-Profit space to provide customers with transformative solutions and guidance. Having worked both in an association and as a vendor to the industry, his blend of experience provides Association and Non-Profit clients a unique and valuable perspective for success. He has built a reputation of integrity, innovation, and service excellence.

Craig served as the Chief Customer Officer for Abila (formerly Avectra), a provider of association management software. In that role, he oversaw a staff of 120 who were responsible for selling, delivering professional services, training, and customer support of three product lines to more than 1,750 organizations. Prior to that, Craig served in roles as the Chief Information Officer for the National Association of College & University Business Officers (NACUBO), and General Manager, mindSHIFT Technologies.

Lee Hornstein, Founder and CEO, C-Systems Global

Lee has been a champion for the implementation and support of sophisticated, vertical market application software since 1980. Lee brings a deep knowledge and understanding of project management processes, membership and fundraising applications, accounting, order fulfillment, customer service, and distribution systems.

One of Lee’s proudest achievements was his involvement in the initial formation of NiUG, the International iMIS User Group, which currently has over 800 organization members and 7,000 active members. Lee and his team are very active in the iMIS community as C Systems is regarded as one of the largest and most experienced Authorized iMIS Solution Partners (AiSP). C Systems is a multi-year winner of ASI’s AiSP of the Year award, an achievement that salutes the hard work and dedication of the talented C Systems team members.

Toni Valenti

Marketing and Membership Director, New York County Lawyer’s Association

Tori Miller Liu, CAE, MBA

Tori Miller Liu is the Director of Information Systems at the American Speech-Language-Hearing Association (ASHA). She is a technology leader with extensive experience in association management, strategic planning, information systems, and data analytics. Previous to ASHA, Tori was the Vice President at Association Analytics and Vice President of Technology and Strategic Initiatives at the Global Cold Chain Alliance. Tori is a past member of the ASAE Technology Section Council and a founding member of Association Women Technology Champions. She is a Certified Association Executive and holds an MBA from George Washington University.

Level Intermediate
NASBA Category Information Technology
CAE (Field of Study) Administration
Prerequisites and Advance Preparation 1-year experience or more with AMS systems in nonprofit organization.  No advance prep required for course.
Delivery Group live presented online due to Covid-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives Learning Objectives:

·         How to evaluate and determine which path is best for your organization?

·         Real world case studies and industry examples

·         What you need to know to make the right decision.

 

 

 

 

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Using Kanban to be a More Productive Association

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Webinar: group live presented online  ||  Attendance: 6 Associations  ||  Reviews  ||  I think we apply a lot of these concepts, but this helps us put a label to it and helps us be more intentional  ||    This was amazing, Jill and Danny!  ||  Very engaging presentation and interesting material!

Click here for Recorded Webinar

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

Title Use Kanban to be a More Productive Association
Date Tuesday, December 1, 2020
Time 12:00 PM – 1:30 PM EST
Description Kanban is a practical, easy-to-learn work management system that is proven to increase productivity and customer and employee satisfaction. This class will explain what the 6 Kanban Practices are, how they improve your workflow, and how you can apply them to your work as soon as the next day! This will be a fun, interactive look at a system that organizations have used successfully for well-over 50 years to identify and reduce waste and increase throughput.
Instructor Name and Contact Information: Jill StottNextUp Solutions
Instructor Bio: Jill Stott is a certified Kanban Instructor with Kanban University. She has worked with thousands of people to improve their workflow efficiency, quality, and predictability, while not overburdening the employees.
Level Introductory
CPE (NASBA Category) Business Management and Organization
CAE (Field of Study) Administration
Prerequisites None
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives Explain the 6 Kanban practices

Apply the Kanban practices to your type of work to increase efficiency

Understand the Kanban tools available that you could use to improve workflow

 

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Frauditing: What are You Doing to Prevent and Detect Fraud Risk in Your Association

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Webinar: group live presented online  ||  Attendance: 19 Associations  ||  Reviews  ||  Very informative and instructive

Click here for Recorded Webinar (Passcode: w08EA3N=)

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

Title Frauditing: What are you doing to prevent and detect fraud risk in your Association
Date November 19, 2020
Time 3:30 – 5:00 pm (Eastern Time)
Description In this course, you will learn how Associations can identify sources of fraud and how to limit your exposure to fraud.
Instructor Bios: Julie Broadway, President & CEO, American Horse Council & American Horse Council Foundation

Broadway earned Bachelor of Science degrees in industrial relations and psychology from the University of North Carolina in Chapel Hill and a Masters of Business Administration degree with a concentration in finance from the Weems Graduate School at Meredith College in Raleigh, NC. She is also a graduate of the Duke University Advanced Nonprofit Leadership Program, and a Certified Association Executive (CAE) from American Society of Association Executives.

In addition to her extensive leadership experience, including most recently her nine years at the Vermont-based AMHA, she is the current board president for the Professional Association of Therapeutic Horsemanship and has played an active role with the American Horse Council and the U.S. Equestrian Federation over the course of the past several years.

Greg Plotts, CPA serves as a partner in Aronson’s Nonprofit Services Group. He is a proactive, collaborative, and decisive leader with over 20 years of industry experience. Greg specializes in financial statement assurance and consulting matters for associations, foundations, healthcare entities, and other nonprofit organizations. He has a wide range of experience with complex issues, including internal controls, revenue recognition, fraud investigations, international audit matters, foreign currency transactions, valuation of intangible assets, joint ventures, mergers and acquisitions, and more. Prior to joining Aronson, Greg held steadily increasing leadership roles at both a “Big 4” accounting firm and a regional accounting firm. Active in the community and profession, his involvement builds on his knowledge and understanding of the nonprofit industry and increases the value he brings to his nonprofit clients.

Level Intermediate
NASBA Category Business Management and Organization
CAE Field of Study Administration
Prerequisites C-Level Management Experience
Delivery Webinar
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives (minimum of 3)
  • Learn how to reduce the likelihood of internal fraud.
  • Learn about best practices to implement for fraud prevention
  • Learn how to probe weaknesses that leave you vulnerable to bad actors

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Data Analytics for Association Leadership 2021

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Webinar: group live presented online  ||  Attendance: 150 Associations  ||  ♦♦♦♦♦  ||

Click here for Recorded Webinar

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

Title Data Analytics for Association Leadership 2021
Date Tuesday, November 17, 2020
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.

 

Rebecca Duff, PMP, is Director of Client Success at Gravitate Solutions. She was previously a Senior Consultant at CRGT, Inc. (formerly Johntson McLamb).  Education: Bachelor’s degree from William and Mary College and Master’s degree in Information Sciences from George Washington 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.

Andrew Thomason, Director of Marketing and Communications, Illinois Principals Association  Education:  Master of Arts (M.A.) focused in Public Affairs Reporting from University of Illinois Springfield.

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

Shane Kelley, Director of Member Services, 340B Health.

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 – Uncommon Accounting Impacts Post-COVID19

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Webinar: group live presented online  ||  Attendance: 14 Associations

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 – Uncommon Accounting Impacts Post-COVID19
Date Wednesday, November 11, 2020
Time 11:00 am – 12:30 pm (Eastern Time)
Description Mark Robins and David Semendinger discuss the significant GAAP accounting impacts that have occurred due to COVID-19.

In this presentation, our presenters discuss:

  • PPP Recap – How to account for loan forgiveness
  • Going Concern considerations – What does this mean and what is management required to do
  • Asset impairments  – When an impairment analysis is required and how to account for it
  • Debt modifications – Difference between debt mod and reconstructing and how to account for them
  • Lease concession and modifications – What are these and how to account for them
  • 606 impacts from COVID-19 – High level overview of items you may need to reconsider
Instructor Bios: Mark Robins, CPA is a partner in Aronson’s Nonprofit & Association Services Group. Mark has over 10 years of experience in public accounting and currently works exclusively with nonprofit organizations. His expertise includes financial reporting, auditing, and compliance. He has an extraordinary depth of technical knowledge in areas including revenue recognition, fair value concepts, related entities, and federal compliance.

As an avid reader of technical accounting literature, Mark has a passion for the accounting profession and teaching others. He has led multiple internal and external trainings and has presented in multiple firm and third party sponsored webinars.

Mark serves on the board of Cornerstone Montgomery, a local nonprofit organization whose mission is to empower people living with mental health and substance use disorders to live, work, and integrate successfully within the community.

Education:  B.S. degree in accounting, California State University Northridge

David Semendinger, CPA, is the practice lead for both Aronson LLC’s Quality Control Group and Assurance Services Group. With more than 30 years of public accounting experience, David’s proactive approach to client service is the foundation of his strong business relationships.

David has extensive experience in the areas of financial reporting and financial and operational controls, and his expertise extends to complex revenue recognition issues, equity and debt financing transactions, business combinations and related issues. He has managed numerous audits, reviews, and compilations for a diverse set of companies, including those with annual revenues exceeding $1B. In addition, he has experience in the planning, documentation, and testing of management’s assertions on the effectiveness of internal controls (SOX 404 compliance).

Education:  George Mason University: Bachelor of Science in Accounting;  University of Chicago: Business Advisor Program

Level Beginner to intermediate
CPE (NASBA Category) Accounting – Technical
CAE (Field of Study) Administration
Prerequisites Basic Accounting
Delivery  Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives You will learn:

  • what you need to do as part of the evaluation of your organization’s standing as a going concern
  • how to evaluate if organization assets have been impaired as a result of covid19 or other factors.
  • other common accounting impacts arising from covid19 environment.

 

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Association/Nonprofit Board of Directors: Governance, Risk Management & Training

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Webinar: group live presented online  ||  Attendance: 21 Associations  ||  Reviews || Great session!  Good validation for a lot of the stuff we are doing. || Thank you!  Very helpful and some good reminders.

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/Nonprofit Board of Directors: Governance, Risk Management & Training
Date: November 5, 2020
Time: 11:00 am – 12:30 pm (EASTERN TIME)
Description One of the most important components of an association CEO/COO/CFO’s demanding role involves serving as a day-to-day conduit to the board. Boards comprised solely of volunteers sometimes don’t receive the comprehensive training needed to perform successfully. Too often, volunteer board directors don’t understand the full spectrum of fiduciary, contractual and legal duties associated with their role, or the risks and responsibilities involved when a perceived or actual conflict of interest arises. As a CEO/COO/CFO, what steps can be taken to avoid these potentially critical issues?
Instructor Name and Bio

 

 

Richard B. Bar

GKG Law Principal Richard (Rich) Bar leads the firm’s Association Practice Group. Rich has been practicing law for nearly 35 years, serving as general counsel to his for-profit and non-profit clients, and advising in all areas of the law, including corporate compliance, corporate governance, non-profit law, antitrust, hotel and convention contracts, corporate transactions, real estate, employment, and intellectual property. Rich also specializes in certification and credentialing. He has counseled several trade and professional organizations with international expansions into Asia, Europe and South America. Rich serves as both a legal and strategic advisor, seamlessly assisting clients with both large corporate matters and day-to-day operational issues.

Rich is a noted public speaker and has led presentations for the American Society of Association Executives, Association TRENDS, Institute for Credentialing Excellence, and the American Bar Association. He has authored articles on topics including board governance and standards, certification and credentialing, antitrust enforcement, hotel contracts, employment procedures, and intellectual property. Rich was recognized as one of Washingtonian’s “Washington, D.C. Top Lawyers” and was named to the 2020 Washington, DC Super Lawyers list for Nonprofit Organizations law.

Level Intermediate/Advanced
CPE (NASBA Category) Business Management and Organization
CAE (Field of Study) Governance & Structure
Prerequisites None
Delivery Group live presented online due to COVID-19
CPE / CAE Credits 1.5
Cost: Free
Learning Objectives Webinar attendees will learn:

  • How to better equip board members and directors for success in their roles
  • How to ensure the board is continuously working to promote and obtain the mission of the organization
  • Fiduciary duty considerations and challenges
  • Appropriate conflict of interest management

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  • U.S. Transactions Corporation

    44044 Riverpoint Drive,
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    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.