Blog Archives

2 NetSuite Automations that will Immediately Improve the Productivity of your Remote Workforce

 

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 16 Associations

Click here for Recorded Webinar 

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

 

Course Description:

Part 1:  Now more than ever before, getting important emails into NetSuite for full 360-degree visibility is CRITICAL. CloudExtend already makes that easy. Our latest feature, Autopilot, will make email syncing even easier by eliminating the manual work that was required before, saving valuable time.

Autopilot enables Outlook users to put an email thread on “autopilot” — once you attach the email to a NetSuite record, all subsequent emails in the same thread will automatically be attached to the same set of records.

Part 2: What if your finance and accounting team could manage NetSuite data without ever leaving Excel? You could increase data visibility across your organization. You could transform time consuming and repetitive tasks into more efficient processes to save significant time and resources, especially during month end.

 

Learning Objectives:
  • What is Autopilot and How can I get it?
  • Live demo of Autopilot for Outlook
  • Creating/updating large journal entries
  • Creating/editing invoices in bulk
  • Uploading/tracking vendor bills
  • Demo and overview of CloudExtend Excel for NetSuite

 

SPEAKER BIOS

Justine Burdo
Account Executive, CloudExtend Brand, CELIGO
Justine has been the Account Executive for CloudExtend for over 4 years. She started in Customer Success but quickly found her passion for sales and helping her clients achieve their goals of saving time and increasing productivity.

Chris Corcoran
General Manager, CloudExtend Brand, CELIGO
Chris Corcoran was a co-founder and CEO of Market Share, Inc. from 1986-2011. Chris was an early adopter of cloud computing and Market Share, Inc. was one of NetSuite’s first customers in 1999. After 8 years as Director of Account Management at Celigo, Chris has been the GM of CloudExtend for the past 5 years, where he leads sales, marketing, support, and engineering.

Kevin Ha
Manager, Sales Architecture & Support
Experiences and Abilities – Multiple years of customer service and technical support – Inbound and outbound calling – Quickly able to adapt to changes and trends of technology – Proficient in Microsoft and Google Suite – Demo product through Webex tool – Learn from negative feedback and criticism – Consistently achieve personal and career goals – SaaS experience (Cloud storage) – Experience with SalesForce and Netsuite – Excellent verbal, written, presentation and relationship building skills – Thrives in individual and team based environment. – Aligning personal goals with company goals – Experience in processing RMA – Experience with SAP tool – Ability to run reports on Salesforce and Excel – Working in a cross-functional team – Creating Commercial invoice – Experience relaying information from customer to Engineer – Ran log analyzers to identify error or alerts – Expert in SmartClient and CloudExtend tool (Productivity apps) – Experience with Zendesk ticketing system
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Computer Software and Applications 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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ASK, CAPTURE, ACT: What to Ask Your Members to Drive Engagement

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 113 Associations  ||  Reviews   ♦♦♦♦♦  ||  Great info, thank you! || Enjoyable and thought provoking  || This was a great presentation!  || Wonderful presentation  || Great program and excellent content. || Thoughtful, structured questions to help drive info for use to use || Great insights on conversational engagement!

Click here for Recorded Webinar 

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

 

What questions can you ask your members to drive more engagement?

Conversational engagement draws in members by involving them in a two-way dialogue – different from the one directional broadcast emails that have dominated member communications up to this point. By engaging in conversations over email, associations can ask questions to better understand member needs, capture new information and act on needs in real time.

Join us for a live webinar to:

-Explore the concept of conversational engagement

-Understand which questions to ask when engaging members in 5 campaigns: member acquisition, onboarding, needs, event engagement, renewals/lapsed member

-See how PropFuel association, Hospice and Palliative Nurses Association, is incorporating questions in their conversational engagement campaigns

LEARNING OBJECTIVES
  • Explore the concept of conversational engagement
  • Understand which questions to ask when engaging members in 5 campaigns: member acquisition, onboarding, needs, event engagement, renewals/lapsed member
  • See how PropFuel association, Hospice and Palliative Nurses Association, is incorporating questions in their conversational engagement campaigns
SPEAKER BIOS

Dave Will
Co-Founder and CEO, PropFuel
While working for SAP, a multi-billion dollar software company, nearly 20 years ago, I was advised to “walk faster and smile less, because perception is reality”. I took this to heart and started a business based around the antithesis of this advice.​It was 2001 when I started what became Peach, a Learning Platform software company, and recently finalized a successful sale to AKKR, a private equity firm. Currently, I’m working on PropFuel, a Feedback Automation Platform designed to capture the voice of your stakeholders: employees, customers, members, etc… through feedback campaigns.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Communications and Marketing Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Membership Development 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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Understanding Search and Why Your Association’s Future Relies on It

 

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 57 Associations  ||  Reviews   ♦♦♦♦♦  ||  Great new ideas shared. Thanks for the program. || 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. || Great reminder

Click here for Recorded Webinar 

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

 

When organizations think of Search, they usually assume the conversation is about Google. While that’s part of the picture, there is so much more. Over 50% of users immediately navigate to the search bar of any website they visit. For associations, a great search experience is critical because of the amount of content that they have, usually across multiple websites and web platforms. Our session will focus on all aspects of search including:

  • Off-site search – SEO and Google searching
  • On-site search – Federated searching of all of your organization’s web platforms
  • Reputation Management
  • Paid Search
LEARNING OBJECTIVES
  • Why developing a content strategy and search go hand-in-hand.
  • How to fully optimize your search experience using analytics and site search optimizations like synonyms, best-bets, and auto-completes
  • Off-site search – the second pillar of SEO and considerations for improving your ranking by thinking outside of your zone of control
  • On-site search – the third pillar of SEO and a key driver of member user experience: a single search box to rule them all
  • Reputation Management – the forth pillar of SEO and how to take back control of your online reputation, by monitoring your locations, your reviews, and events by establishing and monitoring tools like Google My Business
  • Paid Search – accelerate traffic to strategic “corner-stone” content, and how AI has re-imagined Google Ads
SPEAKER BIOS

Jake Toohey
Senior Digital Consultant, Adage Technologies
Jake has been a consultant at Adage for 9 years and works exclusively with association industry clients on everything from web and content strategy to full-scale digital transformation initiatives. He is passionate about working on impactful solutions for non-profit organizations that ultimately make our world a safer, healthier, and better place to live.

Joe Post
Vice President Strategy & Experience Design, Adage Technologies
Joe has a strong belief that many organizations struggle with marrying their brand story with user experiences that are easy to use and provide real utility. He provides strategic leadership with agile design thinking methods that result in great user experiences. A leader of large-scale digital transformations for mid-market associations who require custom integrations, complex commerce, marketing operations, and a human-centered approach. He believes a connection to purpose inspires people and drives transformation.

Eric Matthias
Division Director of Application and Support, American Academy of Pediatrics
ric Matthias is the Senior Director of Application Development at the American Academy of Pediatrics. He has been with the AAP for 8 years and leans on his previous experience in the for-profit space to the non-profit industry. Eric is skilled in Electronic Data Interchange (EDI), IT Strategy, Software Development, and Business Intelligence and has been the primary technical lead for the AAP’s Digital Transformation Initiative, which includes revamping their ecommerce, federated search, transcripts platform, my account reimagination, membership improvements, and integrating their entire digital ecosystem.
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Information Technology Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Marketing, Public Relations, & Communications CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1-2 years marketing and/or IT experience Cost $0.00

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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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  • 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.