Blog Archives

Revenue Growth and 6 Common E-Commerce Mistakes for Office Supply /JanSan Dealers to Avoid

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 40 Associations  ||  Reviews   ♦♦♦♦♦  || Really good presentation. I am going to use the info to enhance the membership payment platform and offerings – 1 year renewals, multi-year renewals with % of discount. || Great tips. Thank you!! || Thanks for the great info! || Great ideas and suggestions. || Ooo, good one Wade! || Lots of great information! Can’t wait to implement the recommendations into our e-commerce portal! || I really appreciate UST webinars. I have learned more from the 90 min. sessions than other platforms. Thank you! || Thank you UST for always having great webinars!

Click here for Recorded Webinar 

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

 

 

UST WEBINAR SERIES
B123: REVENUE GROWTH AND 6 COMMON E-COMMERCE MISTAKES FOR OFFICE SUPPLY /JANSAN DEALERS TO AVOID
Six Keys For A Strong E-Commerce Solution
THURSDAY, JANUARY 13, 2022
1:00 P.M. – 2:30 P.M. EASTERN TIME

Join the GOPD team to learn how e-commerce can help boost your revenue and how to avoid common mistakes like not knowing your target customers, not encouraging customer feedback, and making the checkout process too complicated.

Attendees will gain a better understanding of how e-commerce can help drive their sales, prevent pitfalls, and put their customers first.

LEARNING OBJECTIVES
  • Understanding key areas to focus on with an E-Commerce Solution
  • Ways to increase your revenue through E-Commerce
  • Steps to an awesome E-Commerce Site
SPEAKER BIOS

Andy Ballard
Director of Sales at GOPD
In his role as the Director of Sales and Marketing for GOPD, Andy has spent the last eight years helping hundreds of dealers establish and enhance their e-commerce offerings. Andy has spent his entire career in the office product industry, primarily focused on dealer automation and e-commerce. Prior to joining the GOPD team, he worked across all ends of the office products e-commerce spectrum, from his father’s office supply store and a large dealership to several software companies and Essendent, one of the largest wholesale distributors in the country. Andy’s most frequent advice to the dealers he works with is to put an emphasis on their customers first, with automation quickly following.

Donna Snyder
President & Co-Owner at GOPD, LLC
Donna Snyder has been involved in the business products industry for over 30 years. As an industry veteran, her multi-channel experience encompasses software, office supplies, procurement outsourcing/distribution and furniture manufacturing. Previous experience includes serving as the principal of Atlanta-based Corporate Distribution Services, which provided corporate procurement and outsourcing of OP and MRO supplies and services. She also worked as a sales and national account management for Atlanta-based dealer Capital Office Supply, and in dealer training and support for Supreme Equipment, a filing system manufacturer.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Business Management & Organization Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Strategic Management & Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed Owners / decision makers, Sales Manager, IT or Systems Person Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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

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U.S. GAAP Knowledge Series: Implementing ASC 842 accounting for Leases

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 20 Associations  ||  Reviews   ♦♦♦♦♦  || great information || Mark always does a great job presenting technical topics || Good update on the current standards || I really appreciated the examples. I will use these as I try to implement the new leasing standard.  || Very Good session. || These webinars are very helpful to understand difficult accounting issues

Click here for Recorded Webinar 

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

 

 

UST WEBINAR SERIES
W231: U.S. GAAP KNOWLEDGE SERIES: IMPLEMENTING ASC 842 ACCOUNTING FOR LEASES
THURSDAY, DECEMBER 30, 2021
11:00 AM – 12:30 PM (EASTERN TIME)

Accounting Standards Codification (ASC) 842  – Leases is almost effective for nonpublic companies and certain not-for-protfits. In this session we’ll cover the scope, adoption method, key provision and why any of this matters to you. Including impacts on the statement of financial position, financial ratio, and covenants. We’ll go over what you need to know to make sure you understand how leases are classified under ASC 842 and provide examples and illustrations on how to initially calculate and subsequently measure leases under this new standard.

LEARNING OBJECTIVES
  • You will be able to identify which transactions/agreements are within the scope of ASC 842.
  • You will be able to explain the adoption method, initially calculations and subsequent measurements.
  • You will be able to recognize the difference between finance, operating and short-term lease classifications.
  • You will be able to identify lease and non-lease components.
  • You will be able to explain presentation and disclosures requirements.
SPEAKER BIOS

Mark Robins
CPA, Partner, Assurance Services at Aronson LLC
Mark Robins, CPA Mark Robins, CPA, is a Director in the Firm’s Nonprofit and Association Industry Services Group. Prior to focusing his specialization on nonprofit organizations, Mark spent time with the Employee Benefit Plan Services Group. He graduated with honors from California State University, Northridge with a bachelor’s degree in accountancy. Mark specializes in assurance and consulting services for foundations, public charities, schools and service organizations. His experience with fair value concepts, investment portfolios, federal compliance and revenue recognition issues allows him to be a valued resource for nonprofit organizations. As an active participant in the accounting profession, Mark has taught several classes on financial reporting and auditing topics. He is also extensively involved in nonprofit accounting research to advance technical compliance. In addition, Mark has contributed a number of blog posts to the Aronson nonprofit blog. Mark is a member of the AICPA. • Partner, Assurance Services at Aronson LLC • Over 12 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 Delivery Group Internet-Based
CPE(NASBA Category) Accounting Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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

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How to write an RFP (Request for Proposal) for merchant services. Improving your business process and net income

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 37 Associations  ||  Reviews   ♦♦♦♦♦  ||  There is a lot of potential improvement that can be gained through an RFP process! || Really good program  || Really excellent presentation. It demystified a lot for me!  || Very hands-on helpful, loved the pacing of this complex presentation.

Click here for Recorded Webinar 

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

 

 

UST WEBINAR SERIES
B121: HOW TO WRITE AN RFP (REQUEST FOR PROPOSAL) FOR MERCHANT SERVICES. IMPROVING YOUR BUSINESS PROCESS AND NET INCOME
THURSDAY, DECEMBER 23, 2021
11:00 AM – 12:30 PM (EASTERN TIME)

What Criteria Should Every Merchant Services RFP Contain and Why Does it Matter?

Your credit card processing fees are a top ten-line item in your General Ledger. When releasing an RFP to evaluate new merchant service providers, knowing how the credit card industry works is crucial. Your fiduciary obligation and reputation are on the line. With compliance standards to meet, and risks to mitigate, there is much to understand. We will demystify the credit card processing flow, players, terminology, and musts to consider. You will leave feeling prepared to write your RFP and EVALUATE your perspective merchant service providers based on the criteria most important for your organization. We will evaluate how to identify the gaps in your current payments ecosystem and supply you with the questions to ask to reduce these issues in your future state.

1. Knowing What You Don’t Know

2. Terminology of the Industry and the Flow of Payments

3. Capturing Your Current State Through GAP Analysis

4. Risk Mitigation (PCI Compliance, Fraud)

5. How to Compare Pricing and Find Hidden Fees

6. Putting it All Together: Writing the RFP with Your Future State in Mind

LEARNING OBJECTIVES
  • To give your organization a higher level of understanding of payment processing and equip you to make the most educated/informed decision on your payment processor/merchant services selection.
  • To provide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.
  • To create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.
SPEAKER BIOS

Julie Duncan
Association Practice Leader, UST
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, CPA
President, UST
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 Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Business Management & Organization Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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

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Stop Creeping Out Your Members: How to Connect in a New Age of Privacy Expectations (and Worthless Open Rates)

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 85 Associations  ||  Reviews   ♦♦♦♦♦  ||  Thank you for this presentation and discussion – so useful! || Comment  || Thank you! This was very helpful! || Very useful, I didn’t know what zero party meant before today. Thanks! || Lots of ideas and advice. Thank you for a great webinar. || Great ideas for better engagement and some ideas for improving our usage. || Great case study shared. Sometimes the simplest things work the best.

Click here for Recorded Webinar 

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

 

 

UST WEBINAR SERIES
W222: STOP CREEPING OUT YOUR MEMBERS: HOW TO CONNECT IN A NEW AGE OF PRIVACY EXPECTATIONS (AND WORTHLESS OPEN RATES)
WEDNESDAY, DECEMBER 15, 2021
1:00 P.M. – 2:30 P.M. EASTERN TIME
Perceptions around digital privacy have evolved, and consumers are responding; already, 96 percent of U.S. users are opting out of Apple’s permission-to-track option. Across industries and especially in member-based organizations, consumers want (deserve!) a more human, personal experience with their intentional input.
Until recently, messaging has been based mostly on what consumers do (their behaviors, purchases and internet browsing), gathered through 1st, 2nd and 3rd party data sources. From there, a lot of guesswork happens: if they’re at this stage in their career, they want this, if they visited this web page, they probably want that. This segmentation is an estimation at best and makes your organization seem like a Peeping Tom at worst.
Instead of following your members, tracking what they do and then guessing what they want, what if you just asked them in real time and acted on it? That’s what American Academy of Pediatrics (AAP) did to better engage their members, and it laid the groundwork for a whole new engagement strategy. Within just a few months, the AAP put together multiple campaigns that increased recruitment numbers, gathered valuable information, and inspired a list of future campaigns to further strengthen their member interactions and communications.
Join us to explore how member attitudes, needs and wants are changing… and why your email open rate metric can be tossed in the trash for more meaningful measures of engagement.
LEARNING OBJECTIVES
  • Explore how changes in perception of privacy are affecting associations.
  • Learn why zero-party data is becoming more important than other data sources in engaging individuals throughout the member lifecycle.
  • Analyze how your organization’s communications strategy can be reshaped to align with changes in members’ perception of privacy and communication preferences.
SPEAKER BIOS

Katy Lerman
Senior Manager, Membership Marketing & Engagement at the American Academy of Pediatrics
Katy Lerman is the Senior Manager, Membership Marketing & Engagement at the American Academy of Pediatrics. She is responsible for recruitment and retention of the association’s 67,000 members and works closely with other staff and members to target communications that are effective, timely, and engaging. With the help of Propfuel during this past year, she has gained insights into her members’ reasons for not renewing while increasing the number of reactivations and will share those success stories.

Brianne Wheeler
Director of Marketing at PropFuel
Brianne Wheeler is the Director of Marketing at PropFuel. has spent most of her career in marketing and communications roles, helping large healthcare associations communicate effectively with members. She leads the marketing effort at PropFuel, educating associations on conversational engagement, directing all inbound activities and supporting the sales effort.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Communications & Marketing Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Marketing & Communications CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1 year experience marketing for associations Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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

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Monthly Cadence: Your Key to a Seamless Fiscal Year End

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 21 Associations

Click here for Recorded Webinar 

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

 

 

UST WEBINAR SERIES
W224: MONTHLY CADENCE: YOUR KEY TO A SEAMLESS FISCAL YEAR END
TUESDAY, DECEMBER 14, 2021
1:00 P.M. – 2:30 P.M. EASTERN TIME

Do you need a refresher on how to prepare your nonprofit / association for year-end?  It may surprise you to know that the key to a seamless accounting year-end close is monthly cadence.  But what are all the pieces required to organize your accounting?  Join The McKelvey Group’s webinar as we review our methodology for closing the fiscal year for nonprofits.  We will cover items in our Year-End Close Checklist and share our best practices for ensuring a smooth tax filing for your nonprofit / association.

 

LEARNING OBJECTIVES
  • Learn all the items necessary to successfully close the fiscal year
  • Gain helpful suggestions on how to prepare a budget for the following year
  • Know what to provide the tax preparer for the 990 tax filing
  • Understand the importance of contribution receipts and system backups
SPEAKER BIOS

Gerardo Martinez
Accounting Consultant, The McKelvey Group, Inc.
Financial & Accounting Management Gerardo Martinez is an Accounting Consultant at The McKelvey Group, Inc. maintaining accounting operations for clients in the Government contracting, commercial, and non-profit sectors. As an Accountant for TMG clients, Gerardo manages accounts through effective internal controls. He prepares business performance reports, forecasts, and reconciliations. For Government contractors, he handles labor distributions and indirect cost calculations. Gerardo has experience with invoicing, accounts receivable, accounts payable, payroll, and month-end close transactions. Gerardo also assists in the review of accounting systems to ensure clients are DCAA compliant. Gerardo’s technical computer skills, a keen eye for details, and accuracy, make him a vital asset for TMG’s clients and team. Gerardo is a Registered Tax Preparer with the Maryland Board of Individual Tax Preparers. He earned a B.S. in Accounting from Towson University, is a certified QuickBooks Desktop Advisor, and is a native Spanish speaker.

Traci Vagnucci
Controller, The McKelvey Group
Financial & Accounting Management Traci Vagnucci is the Controller for The McKelvey Group (TMG). Traci manages all finance and accounting operations, coordinates, and directs the preparation of budgets and financial forecasts, and prepares and publishes timely monthly financial statements. She works with third-party vendors to coordinate the preparation and submission of payrolls. Traci undertakes all aspects of financial management, including TMG’s corporate accounting, and works directly with clients in government contracting and various commercial and nonprofit organizations. She has supported clients in implementing DCAA compliant policies and procedures and preparing the Cost Accounting Standards Board Disclosure Statement (CASB DS-1). Traci assists in the training and management of the TMG administrative staff and the accounting team. Traci is well-versed in small business management. She is highly organized and motivated and applies an efficient, systematic approach to accomplishing tasks. Traci grew up in Hawaii, received a Bachelor of Science degree in Biochemistry from the University of California at Los Angeles and a dental degree from Northwestern University. She is Intuit QuickBooks Certified.
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Finance – Technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed No prerequisite knowledge is required to be successful in this course. No advance preparation is required. Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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

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Budgeting: Impact, Governance and the Future ** 5 Progressive Budgeting Innovations

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 51 Associations  ||  Reviews   ♦♦♦♦♦  || This has been wonderful. Thank you! || Thank you both! Great nuggets here!

Click here for Recorded Webinar 

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

 

 

UST WEBINAR SERIES
W215: BUDGETING: IMPACT, GOVERNANCE AND THE FUTURE ** 5 PROGRESSIVE BUDGETING INNOVATIONS
Proactive Organizations are Being Aggressive with Budget Innovation, Interaction and Changes
THURSDAY, DECEMBER 9, 2021
3:00 PM – 4:30 PM (EASTERN TIME)

The past 18 Months have been unpredictable and have impacted budgets in both positive and negative directions. Budget tactics and systems need to evolve and change to stay relevant, be value-added while also supporting enterprise risk management (ERM) efforts. We will discuss a number of key budget innovation tactics that will be useful in supercharging your budgets and making them more effective at enhancing sustainability, supporting mission, and improving financial health.

LEARNING OBJECTIVES
  • Learn how capital budgets have an important role
  • Learn how to stress test funding
  • Learn more about creating a culture of budget projections – engaging staff
  • Learn how to apply phase-in strategies to triumph over uncertainty and gain acceptance
  • Learn how using operating reserves during a time of uncertainty
SPEAKER BIOS

A. Michael Gellman, CPA, CGMA
Co-Founder at Sustainability Education 4 Nonprofits
Mr. Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations. He has more than 35 years’ experience in nonprofit fiscal, financial and accounting systems working as a chief financial, fiscal and management consultant where he has focused on specialized management and advisory services for trade and professional associations, public charities and endowment based foundations. Mr. Gellman has also developed comprehensive budget and projection-based systems in support of senior management and organizational leadership. Mr. Gellman has been designing, installing, interpreting and teaching budget and projection based systems and financial and fiscal management systems for over 30 years.

Paul Preziotti
Partner, Johnson Lambert LLP
I provide audit, compliance and operational solutions to nonprofit organizations and sponsors of employee benefit plans. Paul likes to wind down by hitting the links, reading, hiking, snowboarding, and attending concerts. Industry Involvement: Member, AICPA Member, Not-for-Profit Advisory Council Former Member, Uniform Accountancy Act Committee Alumnus, AICPA Leadership Academy Member, Greater Washington Society of CPAs Member, Board of Directors Member, Not-for-Profit Section Committee Former Chair, Not-for-Profit Symposium Planning Committee Member, American Society of Association Executives Former Member, Young Professionals Committee Member, Finance and Administration Roundtable Member, Board of Directors Member, Program Committee Board and Audit Committee Member, St. John’s Community Services Faculty Member, Center for Nonprofit Advancement
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Finance Technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Organizational Strategy CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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

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Cyber Security Issues and Insurance Implications – What you need to know for 2022 and Beyond

 

 

 

Webinar: group live presented online  ||  Attendance: 43 Associations  ||  Reviews   ♦♦♦♦♦  || Great session! || Thank you – great presentation. || This was an excellent session that provided a lot of new information that I needed!

Click here for Recorded Webinar 

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

 

 

UST WEBINAR SERIES
W211: CYBER SECURITY ISSUES AND INSURANCE IMPLICATIONS – WHAT YOU NEED TO KNOW FOR 2022 AND BEYOND
WEDNESDAY, DECEMBER 8, 2021
1:00 P.M. – 2:30 P.M. EASTERN TIME

The cyber insurance market has changed drastically in just the last five months, and you need to know how to position your organization for market increases and corrections. This webinar will cover the must-knows of IT cyber insurance woes and how best to mitigate them.

Hear lessons learned and best practices from a panel of experts that includes a CFO, CIO, Insurance Broker and Carrier.

LEARNING OBJECTIVES
  • Understand the reasons why your organization needs cyber insurance.
  • Understand how much coverage you may need based on my budget size
  • Learn how to file and manage a cyber insurance claim.
  • Discover tools and resources to protect your organization from cyber attacks.

 

SPEAKER BIOS

James Marquis, Moderator
Chief Innovation Officer, 501Works
James C. Marquis, 501 Works LLC, Chief Innovation Officer is a seasoned senior executive with more than 20 years of experience working with a wide variety of associations and nonprofits. James’ work experience includes serving as CIO for a large medical association, CEO of a technology consulting organization and senior roles in product development and business consulting for for-profit and nonprofit clients. He also has designed and built multiple Internet-based business applications including Mojo Middleware™ and Software Mage™.

Derek S. Symer
Partner, AHT Insurance
Derek S. Symer, CPCU, AHT Insurance, Partner, Director AHT Nonprofits has for 20 years concentrated his efforts on associations, the education sector, think tanks and NGOs. Derek has a particular focus in Directors & Officers’ coverage, Association Professional Liability and Cyber insurance, and international risks. Derek has a BA in History and German from Dartmouth College and an MA in European History from American University.

Dave Fitzsimmons
Sr. Vice President of Finance and Administration – National Association of Chain Drug Stores
Dave in 5 Words: Consistently Delivering Positive Financial Outcomes. Proven senior finance executive with 35+ yrs experience managing association and non-profit accounting, finance, tax, and information technology systems. Great ability to explain financial information to board members and other key stakeholders. Specialties: Licensed CPA – State of Maryland, Virginia CGMA- Chartered Global Management Accountant

Rich Gatz
Claims Counsel at Coalition, Inc.
Rich Gatz joined Coalition as Claims Counsel in 2020. He has spent the last thirteen years working in the professional liability and financial lines claims departments of several global insurers. He has extensive experience with complex claims in various lines of insurance, including: Non-profit/Private and Public D&O, Financial Institutions E&O, Employment Practices Liability, Professional Liability, Cyber, Technology E&O, and Crime. Rich is a cyber insurance and privacy subject matter expert and a distinguished Fellow of Information Privacy with the International Association of Privacy Professionals. Rich’s primary focus is to help Insureds by simplifying the complexity of the insurance claims process and working aggressively to reduce their claim exposure and actual loss. A professed “coverage geek” he enjoys crafting policy language that solves risk for Coalition customers. Rich has spoken on various panels and at industry conferences regarding cyber claims and coverage, data breach response, and privacy issues in technology. He is a graduate from The Ohio State University and the DePaul University School of Law. Rich is a member of the State of Illinois Bar.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed Experience in Finance, IT, or Operations; no advanced prep required Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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

 

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5 Digital Non-Dues Revenue Models that work for both Members AND Sponsors

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 70 Associations  ||  Reviews   ♦♦♦♦♦  || thanks for a thought-provoking presentation! || Great information. Thank you! || This was great ! Thanks a lot ! || Gave me great ideas for year-round engagement ideas/benefits for our members and sponsors  ||Great ideas to extend meeting content || Thank you! The speakers gave a great presentation

Click here for Recorded Webinar 

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

 

 

UST WEBINAR SERIES
W219: 5 DIGITAL NON-DUES REVENUE MODELS THAT WORK FOR BOTH MEMBERS AND SPONSORS
TUESDAY, DECEMBER 7, 2021
11:00 AM – 12:30 PM (EASTERN TIME)

 In this webinar, you will see proven models that are truly sustainable.  Why, because they provide high value content for members while also generating sponsor support and non-dues revenue.  And, they are repeatable and sustainable.

LEARNING OBJECTIVES
  • Creating Digital Sponsorships that also create high value for members
  • The value of planning your digital content calendar and your sponsorship model at the same time
  • Measuring the value for both members and sponsors and using this data to continually improve
SPEAKER BIOS

Dan Stevens
President, WorkerBee.TV
Dan has over 30-years of association experience and takes pride in driving the industry forward. Dan’s first experience in the association world started in 1991 when he launched a chapter for the Entrepreneurs’ Organization (EO). Dan has served on EO’s International Board of Directors in various positions, including International Chairman in 1996-1997. Today, EO is a global association of over 13,000 entrepreneurs. As an entrepreneur, family man and association member, Dan has first-hand experience in growing organizations and leveraging the power of technology to enable growth in a strategic and sustainable manner. Dan is the Founder and President of WorkerBee.TV, Inc., an online platform and multimedia services organization that has developed strategic models specific to the needs of associations. WorkerBee.TV’s flagship platform and service offering – Association TV ® – empowers associations to inform, educate and inspire their members and prospects. Not only is Dan a thought leader and sought-after speaker on topics such as digital disruption, multimedia, and the evolution of the association sector, he is also a published author. The book, Moving your Association from Analog to Digital, A CEOs Guide to Rapid Change, explores content trends in the association space and how to prepare for the next decade. (Check it out on association.tv/analog-to-digital/order)
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Member and Stakeholder Engagement and Management CPE/CAE Credits 1.5
Prerequisites and advance preparation needed At least 1 year of association or nonprofit operations experience. No advance preparation required for course Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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

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15 Ways to Take Your Newsletter to the Next Level

 

 

 

 

Webinar: group live presented online  ||  Attendance: 72 Associations  ||  Reviews   ♦♦♦♦♦  ||  This has been great. Thank you for this presentation! || THANK YOU! Great presentation as always! Greatly appreciate UST. happy & safe Holidays! || Email open rates discussion was very helpful. || Thank you, Erica! You rock! || So many takeaways! Options for unsubscribing.

Click here for Recorded Webinar 

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

 

 

UST WEBINAR SERIES
W218: 15 WAYS TO TAKE YOUR NEWSLETTER TO THE NEXT LEVEL
How can you be sure your newsletter is being used to its full capabilities and providing your members with the most cutting edge knowledge?
THURSDAY, DECEMBER 2, 2021
11:00 A.M. TO 12:30 P.M. EASTERN TIME

Many organizations still struggle with email newsletter marketing. They don’t want to send information that is out-of-date and irrelevant but lag behind in keeping their emails current. Email newsletters are a great way to share industry news with your members, but a lot has changed in the world of emailJoin us and learn how to use email newsletter marketing to engage your members about current topics and industry trends, newsletter best practices, increasing engagement, curating outside content and automation.

LEARNING OBJECTIVES
  • Identify ways to leverage new technologies to make your email newsletter more sophisticated.
  • Get some useful ideas for maximizing your newsletter real estate.
  • Learn how to leverage the fundamentals of email engagement for your newsletter.
SPEAKER BIOS

Erica Salm Rench
Director of Client and Market Success, rasa.io
After working in enrollment management where she focused on recruitment strategy and marketing, Erica managed a team of online marketers at the largest digital marketing company in the Gulf South. There, she supported the web development, SEO, online advertising, and content marketing teams in executing strategies which elevated organizations to stand out and be seen amongst the chaos of the online marketplace. Now, as the Director of Customer Success at rasa.io, she gets to blend her love of customer support and digital marketing technology in order to support the incredible community of rasa.io customers.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Member and Stakeholder Engagement and Management CPE/CAE Credits 1.5
Prerequisites and advance preparation needed Preferably 1-year or more of experience in marketing or membership services/development. Advance preparation needed: None Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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

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Keynote Speaker Series: The Profitability of an Engaged Workforce: How to Engage, Motivate and Inspire

 

 

 

 

Webinar: group live presented online  ||  Attendance: 50 Associations  ||  Reviews   ♦♦♦♦♦  || Thank you, this was great information || Great presentation || Thank you, this was great information || Lots of great suggested processes and procedures for managers. || Loved the idea about imagining the sign around everyone’s neck that says, “Make me feel important.” Thanks, Bruce! || Interesting and well presented ||

Click here for Recorded Webinar 

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

 

 

UST WEBINAR SERIES
W217: KEYNOTE SPEAKER SERIES: THE PROFITABILITY OF AN ENGAGED WORKFORCE: HOW TO ENGAGE, MOTIVATE AND INSPIRE
TUESDAY, NOVEMBER 30, 2021
11:00 AM – 12:30 PM (EASTERN TIME)

What do great managers know that average managers do not when it comes to employee training, retention and motivation? Experience has shown that implementing a solid employee development process, which includes industry best practices, can drive productivity up by almost 40%, at little cost. Employees work for more than just money, you need to find out the biggest motivator. This is how to engage, inspire, educate and empower everyone that will bring out their best every day, and at the same time, grow your company, and your reputation as an employer of choice.

LEARNING OBJECTIVES
  • Learn the five levels of engagement, where everyone stacks up in loyalty to their organization and coworkers, and how each level affects the other four.
  • Apply the 3 cornerstones that make up a culture of engagement and understand the main reasons your good employees leave – and how to keep the good ones.
  • Learn to adopt the 4 imperatives to ‘K.E.E.P.’ your employees and grow their capabilities.
  • Participate by answering “The 5 Question Survey” that identifies the holes in your leadership team that applies to customer/client/patient satisfaction, and that needs to be shared with everyone.
  • Learn how to engage, inspire and motivate everyone by bringing out their best attributes and behaviors with the S.A.M. methodology.
  • Review the two crucial self-tests on loyalty and retention, and one on how to coach and be coached.
SPEAKER BIOS

Bruce Lee
Event Speaker, Coach, Author
Bruce Lee is an international event speaker, who brings practical business leadership, training and management experience gained across North America, and as a former business owner and having successful careers in 4 business from a cross section of industry, of banking, VISA, oil and gas, and executive recruiting. Bruce has been providing education keynotes, workshops, and webinars across North America full time for the past 33 years. He now follows his passion – working with individuals and organizations to fast track and maximize the results they need to grow their careers, enhance their business success, and lead a fuller personal life In 2016 Bruce published his book: Why Trust Me? Making Trust Your Competitive Edge. On a personal note, Bruce is married to Michele, has two sons, two granddaughters, chairs successful election campaigns, and has donated blood 520 times – and counting.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Personnel/Human Resources – Non-technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

U.S Transactions Corp. 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

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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.