Blog Archives

Leveraging Baseline NetForum Enterprise in Customizations

 

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 32 Associations  || Reviews   ♦♦♦♦♦  ||  Thank you for offering this review of NF customizations. It was interesting and gave some good insight into important considerations when working with or adding customizations to baseline NF. || Thank you so much for this! It was enlightening on the customization process and points to consider when making these custom changes! || Great reminder on when to customize. || Thanks! Love the crash course on extenders. || I appreciate the speakers breaking down the approach to software development in a non technical way.

Click here for Recorded Webinar 

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

 

NetForum Enterprise is a feature-rich association management system (AMS), but most associations will inevitably find themselves needing to customize. That’s fine – NetForum allows customizations. The challenge comes in down the road when you’re looking to upgrade and the customization does not support new functionality available in the new release or worse breaks down completely. Implementing customizations that leverage baseline may reduce your heartburn during future upgrades enhancements. Here are a few customization trade-offs to consider.

LEARNING OBJECTIVES

1. Gain a basic understanding of key software development concepts

2. Understand the implications of different approaches to customizations

3. Learn about the business case for taking different approaches to customizations

SPEAKER BIOS

Justin Burniske, MBA
Senior Director, Consulting
Justin has managed several software implementations dating back to 2012, and is familiar with the challenges associations face with technology. Prior to joining fusionSpan, Justin managed the implementation and operation of the Council of Chief State School Officers first ever AMS. His experience along with his M.B.A from the University of Maryland allows him to bridge the gap between technology and business.

Hans Stechl
Senior Architect
Hans was one of the leading architects of the NetForum Enterprise software. In that role he built and oversaw the development of the system from the ground up. He brings over 20 years of experience working within the association industry. During that time, he developed an intimate understanding of how organizations work, having interacted with countless over the years. He is excited for the opportunity to build a new solution from scratch that can serve SAIS both now and into the future.
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed at least 1 year experience working with NetForum Cost $0.00

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5 Keys to Association Website Success in 2021 (and beyond)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 62 Associations  ||  Reviews   ♦♦♦♦♦  ||  Loved what I saw of this session || Very good presentation.  || LOVED him. Great speaker and great topic.  || Great presenter, very informative  || Absolutely fantastic. Ray made the presentation fun and engaging! ||  Thank you, great info, learned plenty of tactics

Click here for Recorded Webinar 

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

 

 

Title W147:  5 Keys to Association Website Success in 2021 (and beyond)
Date Thursday, May 6, 2021
Time 3:00 p.m. – 4:30 p.m.  (Eastern Time)
Description Association websites compete with for-profits, media, and even other associations for eyeballs, mindshare and even revenue. Does your association have a plan to compete in this crowded, modern online environment?

At the same time, new technologies and trends continue to reshape the way we use the web, transforming members’ expectations and what to attract and retain them.

Join us for 5 Keys to Association Website Success in 2021 (and Beyond) with Ray van Hilst from Yoko Co., an interactive web agency that works with heroic organizations that are passionate about bringing positive change to the world.

Learn the five key web strategies that beat out your competition, engage members and prospects, grow revenue, and build a plan for 2021 and beyond.

Instructor Name Ray van Hilst, Yoko Co.
Instructor Bio: Ray is an inventive soul and his wit and charisma are present from the moment that you meet him. Ray seamlessly blends 20+ years of marketing experience with modern web principles to establish and advance the web presence of organizations that help build a better world. His diverse background includes working with a range of organizations from Fortune 500 brands, nonprofits, and associations. Some of his favorites include Disney, The Home Depot, and the National Wildlife Federation.

His unique combination of experience enables him to lead collaborative endeavors that get things done and achieves results. Ray is driven to make a tangible impact for those he works with, and this drive pushes him beyond the all too common “wouldn’t it be great if…” hypotheticals in pursuit of the “this is how we do that” reality.

When Ray isn’t in the office, or coffee shop, or client office, or wifi hotspot… he is frequently found speaking at events about web strategy and marketing technology. He is an active member of ASAE: The American Society of Association Executives and has served on ASAE’s Technology Section Council. When he’s not thinking about the web, Ray is a husband, father, outdoor enthusiast, frustrated musician, and struggling homebrewer.

Level Intermediate
CPE (NASBA Category) Communications & Marketing
CAE (Field of Study) Marketing, Public Relations & Communications
Prerequisites 1 year of association membership, marketing or operations experience
Advance preparation required None
Course Reviewer Wade Tetsuka, CPA

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

Delivery Group Internet Based
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives
  • How to create a dynamic web experience based on your users and how they use the web
  • How to leverage your website content to drive engagement and conversion.
  • How to successfully manage your website and martech so you can maximize your investment

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The Future of EPM – Enabling World-Class Performance Management

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 24 Associations  || this was an extremely informative overview of the options || great presentation

Click here for Recorded Webinar (COMING SOON)

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

 

There are many EPM (Enterprise Performance Management) software solution options available today, but which one is right for your organization? Some things to keep in mind when evaluating EPM solutions include integration capabilities, functionality, scalability, delivery mode, usability, accessibility, reliability and support. Join us as we provide insight into the different options, how best to decide what functionality is important for your organization, and which tools are going to provide the best solution to meet your needs.

LEARNING OBJECTIVES
  • Best practices for evaluating EPM options
  • Understanding what functionality is important
  • A look at the future of EPM and choosing a solution for your organization
SPEAKER BIOS

Alex Ladd
CEO, MindStream Analytics
Alexander Ladd is the CEO of MindStream Analytics, an award-winning consulting firm and application managed services provider. Alex has been in the Performance Management space for 20 years and has extensive experience in financial planning implementations of technology and processes to leverage that technology. As a Design Lead Certified Planning & Essbase architect, he has worked on more than 50 Planning and Essbase implementations. Alex also has experience with a number of tier-1 EPM software products that give him a unique expertise with both relational and OLAP data structures. Alex regularly speaks at conferences across North America about how companies can improve their decision-making capabilities.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration – Technology 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

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Embracing a Data Driven Culture Using Suite Analytics and Power BI

 

 

 

 

 

 

 

 

 

 

 

 

 

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 )

 

Join us for an exciting NetSuite training session where we will walk-you through SuiteAnalytics Workbook creation. If you heard about SuiteAnalytics Workbooks but are not using them, do not worry, this session will ramp you up quickly and give you the skills to produce amazing NetSuite Workbooks, Pivots and Charts!

We will cover in detail all of the Workbook elements and then create a new one from scratch. As a bonus, we will provide the tools that you can leverage to build advance formulas and we will explore the latest ‘Create Calculated Measure’ feature.

Lastly, you will learn how to connect NetSuite to external BI tools and how to include external data sources to your BI reports and dashboards.

LEARNING OBJECTIVES
  • Data Analytics
  • Suite Analytics
  • PowerBI – Why?
  • PowerBI with NetSuite
SPEAKER BIOS

Tayyab Ali
VP Consulting, AlphaBOLD

Nick Craig
Sales Manager, AlphaBOLD

Ilija Budimir
NetSuite Practice Manager, AlphaBOLD
· BOLDEnthusiast​​· 10 years of ERP implementation experience​· Subject matter expert on improving enterprise value by focusing on people, process and technology​· Certified NetSuite ERP consultant
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00

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Government Contracting: NAV-Business Central and Power BI for DCAA Compliance

 

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 28 Associations  || I love the interaction. Some great feedback today. || Great webinar

Click here for Recorded Webinar 

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

 

Title Government Contracting:  NAV-Business Central and Power BI for DCAA Compliance
Tuesday, April 27, 2021
Time 11:00 am – 12:30 pm (EASTERN TIME)
Description When it comes to compliance for government contractors, there’s a lot you need to know. The rules and regulations for business systems set out by the Defense Contract Audit Agency (DCAA) and those established by the Defense Contract Management Agency (DCMA) for physical assets can be dense, to say the least. As intricate as the regulations may be, any system can be compliant.

So what exactly do these two agencies look for? For DCAA, being compliant means adhering to the three major standards and guidelines: Cost Accounting Standards (CAS), Federal Acquisition Regulations (FAR), the Generally Accepted Government Accounting Standards (GAGAS). These standards outline how government contractors need to set up their system and contracts for accounting and cost reporting (pre- and post-award). Altogether, the regulations set by DCAA are intended to ensure that government contractors are financially stable enough to deliver appropriate services and complete contracts.

Instructors

 

 

 

 

Bill Jones

William “Bill” Jones is the Vice President of Implementation and Operations at GovCon365. With two decades of experience in software analysis, design, and implementation, he’s developed a strong business process and application functionality knowledge leading to optimization of client needs and processes. For more than 16 years, Bill has directed a GovCon365’s team of industry-leading consultants and program managers, ensuring the success of hundreds of Microsoft Dynamics 365 implementations

Paul Skurpski

Paul Skurpski is widely regarded in government contracting circles as one of the industry’s true experts on government contracting financial management solutions. Paul sits on the board of a number of industry associations including the Small and Emerging Contractor Advisory Forum (SECAF) and frequently speaks and conduct webinars on topics of interest for companies that provide services or sell products to the Federal Government.

Paul is responsible for new client acquisition activities for the company. Prior to co-founding GovCon365, Paul was corporate process improvement manager and director of enterprise systems for Oberthur Card Systems. He has a process improvement and enterprise systems background with over ten years experience delivering and managing enterprise inventory and financial management solutions. With his technical background, Paul specializes in understanding client’s needs and using software solution to help them reach their business goals. He also worked for one of the furniture industry’s top 20 distributors where he helped implement one of the first RFID systems for the furniture industry. He has a BS in Operations Research and Management Science from the State University of New York in Oswego.

Level Beginner
CPE (NASBA Category) Finance
CAE (Field of Study) Administration – Financial Management
Prerequisites; advance preparation required None.  No advance preparation required.
Delivery Group Internet-Based
CPE / CAE Credits 1.5
Cost: $–
Learning Objectives
  • What is DCAA and DCMA Compliance?
  • What Compliance looks like as it pertains to accounting system compliance
  • Understand Chart of Accounts that clearly segments Direct Cost from Indirect Cost, Allowable Cost from Unallowable cost

 

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Association Management Systems – A Selection Guide

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 33 Associations  ||  The instructors elevated basic information to inform complicated decisions – very well done! || Truly a great presentation – offered insight and options into appropriate AMS options for all levels of associations.  || The ideas for learning more about the vendors were very helpfuL.

Click here for Recorded Webinar

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

 

Association Management Systems—A Selection Guide

Key insights and information to help select the right AMS solution

Associations are starting to join commercially based organizations in the process of digital transformation, in an effort to do more with less. An association management system (AMS) is often a key part of that initiative, with powerful solutions that can help your organization perform more efficiently and effectively. However, not every AMS platform is appropriate for every association.

Attendees will also received RSM’s new e-book: “Association management systems—a selection guide.” The publication provides key details to help you make an informed technology decision.

Course Objectives:

Learn how to overcome common AMS selection challenges and assess available solutions.  Learning objectives include:

  • An AMS readiness assessment
  • Technology trends
  • Common pitfalls to avoid
  • The selection and implementation process
  • Platform comparisons
  • An evaluation checklist
LEARNING OBJECTIVES
SPEAKER BIOS
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Computer Software & Applications Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed at least 1 year of association management experience Cost $0.00

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Meta-Trends: Using data to nail the new normal

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 62 Associations  ||  Reviews   ♦♦♦♦♦  ||  I enjoy sessions where other industry data and strategies can be effectively translated for use in the association world. Thanks. || Great info. Great speaker  || Totally amazing speaker. Thank you || I found the session very interesting and useful.  || Great macro view of current events || This speaker was dynamic and entertaining and engaging! I really enjoyed him. || Very engaging, I learned something, and enjoyed the session. thank you! ||  Definitely gave me new insight on better angle to view life || This whole session was so entertaining and insightful.

Click here for Recorded Webinar 

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

 

Meta-Trends and the Next Economy utilizes demographics to forecast the health of every economy/industry in the world. Meta-Trends allows you to know the knowable future i.e. Know which businesses should you start today, Know which industries will survive and thrive in the next 15 years, Know which areas of the economy are worth investing resources in, Know future government trends from a threat perspective, Know why past trends happened and were actually predictable The future breaks down into threats and opportunities. Meta-Trends motivates you to plan better so that you don’t just survive, you thrive in the next 15 years. Change is happening so rapidly in society that the need for reliable forecasts is paramount. It turns out that demographics are the single most powerful ingredient in forecasting what the future will look like. Meta-Trends and the Next Economy, will answer the question: “What will the next five to fifteen years look like?”

LEARNING OBJECTIVES
  • Tactical strategies to improve your net worth (and for your members and constituents), and the motivation to do so today.
  • How to protect the health of your Association in the next economy.
  • What are the prospects for the industry you serve and your members in the next 15 years.
SPEAKER BIOS

Mark Parrott
Author, Meta-Trends & the Next Economy
Mark Parrott is a 30-year veteran of the financial services industry. After spending his formative years on Wall Street, Mark moved on to teach captains of industry as well as the common man. He has presented to, or directly counseled more than 20,000 companies totaling more than 320 billion in rev. He has earned expertise in: Investment Decisions in Behavioral Finance from the John F. Kennedy School of Government at Harvard University Mergers and Acquisitions from DePaul University Business coaching from Marshall Goldsmith Mark’s book, Meta-Trends & the Next Economy is the highest rated econometrics book on Amazon
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Economics Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Strategic Management CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed None Cost $0.00

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Advocacy: 5 Effective Strategies for Managing Fast-Moving Issues

 

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 37 Associations  ||  great real usable content. thank you! || This was informative! Great takeaways and ideas. I thoroughly enjoyed this session. Thank you for providing SOLID education online.  || Content was relevant to the topic of the webinar – always a plus. The speakers were knowledgeable across the spectrum – organizational size, purpose (trade/professional), and maturity (just getting started / been in the game for a while). Thanks  || Thank you everyone, great info and tips || Great discussion – thank you for this. I learned quite a bit that I will put into practice.

Click here for Recorded Webinar 

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

 

 

Using COVID lockdown rules as an example, we provide suggestions for how to track and advocate on legislation and regulations that can come up in any town or state at a moment’s notice.
LEARNING OBJECTIVES
SPEAKER BIOS
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Public Policy, Government Relations, Coalition Building CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed at least 1 year of advocacy / government relations experience. No advance preparation required. Cost $0.00

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7 Reasons Your Business Needs Data Recovery and Backup

 

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 29 Associations  ||  Reviews   ♦♦♦♦♦  || Excellent info!|| 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 )

 

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.

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.
SPEAKER BIOS

Greg Smith
Senior Information Technology Consultant
When you have a problem, I can find or build a solution. When you don’t realize you have a problem… then I can help even more! Experienced Senior Consultant with a successful history in information technology solutions. Skilled in Azure Cloud, Windows Server, Active Directory, Information Security, Data Center. I provide consulting & implementation services for organizations throughout the Mid-Atlantic. Focuses include: – Security – Assessments, Remediation, Implementation – Cloud services – Microsoft Azure, Amazon Web Services (AWS), Office 365 – IP telephony / VoIP including Microsoft Teams Voice! – Microsoft infrastructure (Active Directory, Exchange, other core services) – Networking (Firewalls, switching, routing, wireless) We work with Microsoft, SonicWall, Mitel, Ubiquiti, Palo Alto, HP, and numerous other vendors to provide outstanding business results for our customers.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed Prerequisites: 1-2 years experience in operations; No advance preparation required for the course Cost $0.00

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eCommerce: More Leads, Faster Conversions, Bigger Orders

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 33 Associations  ||  This was well done, clear and interesting. || It was awesome to learn about the upsell site pop-up after a customer places an order

 

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

 

Getting the proper technology stack in place is critical to success. In this webinar you will learn about a proven technology stack that solves the complex business problems you face every day including changes in privacy data collection, the customer journey, statistical ecommerce decision making, and retargeting for faster conversions.

Some reasons you will want to attend:

1.     You want to know how to capture and use customer data to drive more sales

2.     You want to understand customer loyalty

3.     You want to increase conversion rates to boost profits

4.     You want to have ecommerce tools to make better decisions based on statistical data

LEARNING OBJECTIVES

 

  • Understanding the customer journey
  • Driving non-transactional behaviors
  • Statistical models to make ecommerce decisions
  • Retargeting customers to increase conversion rates
SPEAKER BIOS

Wendi Makuch
Director, Channel Partnerships & Alliances
Wendi has 20-plus years of technology experience across the personalization and loyalty space using Machine Learning and AI to enhance customer engagement and experience. She’s made a career out of understanding complex technology and translating platform features and abilities into consumer benefits. At Annex Cloud, she leads the technical partnerships at NetSuite, Shopify Plus, BigCommerce and more. Wendi is a true evangelist for loyalty and customer experience, using her role in partnerships to drive deeper engagement, retention and LTV for mutual customers.

Caleb Schmitz
Director of Sales & Marketing
Caleb is the Director of Sales and Marketing at Anchor Group NetSuite Consultants. He drives the NetSuite ecommerce projects and has helped strategize dozens of highly profitable websites that utilize a variety of solutions specific to their business type. He is passionate about helping instruct different companies on technology stacks that will help them become wildly successful. In his free time, he enjoys writing books and hiking.

Elliot Marcille
Vice President of Sales and Partnerships
Elliot Marcille is Vice President of Sales and Partnerships at Tadpull, helping middle-market companies leverage data science to increase eCommerce site revenue, traffic, and conversion rates. Prior to joining Tadpull, Elliot spent five years in sales and marketing with Oracle NetSuite and two years in management with Sherwin Williams. Elliot earned an MBA at Northwestern University Kellogg School of Management and in his free time serves as a mentor.
Level Beginner Delivery Group Internet Based
CPE(NASBA Category) Computer Software & Applications Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed at least 1 year of operations experience Cost $0.00

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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.