Category Archives: Uncategorized

User Experience + Brand: The New World

 

 

Webinar: group live presented online  ||  Attendance: 45 Associations  ||  Reviews   ♦♦♦♦♦  || This was very informative! || Thanks for doing the webinar. || Thank you for the great food for thought! || Awesome GIFs, great content, very relatable – awesome all around! || Thank you – worth the time!

Click here for Recorded Webinar 

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

View Recorded Webinar

Listen to the Podcast 

Many associations struggle with archaic brand architecture where every department ends up with its own “brand.” This confuses your members, which ultimately hurts conversions. During this webinar, we’re going to help you solve that problem. We will cover how user experience and brand come together as one and how that can help you differentiate.

 

Learning Objectives

  • Learn how UX and Brand have merged
  • Learn how to differentiate in your digital universe
  • Learn why UX should be part of your association’s culture
  • Learn best-in-class examples
LevelIntermediate
NASBA (Field of Study)Communications and Marketing
CAE (Subject Domain)Marketing & Communications
Prerequisites and advance preparation needed1-2 years marketing and/or IT experience
ReviewerWade Tetsuka, CPA
CPE/CAE Credits1.5
CostFree
DeliveryGroup Internet Based
INSTRUCTORS
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…
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…

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Unlocking the Mystery of PCI Compliance

 

 

Webinar: group live presented online  ||  Attendance: 23 Associations  ||  Reviews   ♦♦♦♦♦  || Great webinar. Thanks for all the helpful information || The best practice tips are really helpful || Great information! I like the flowchart as it helps remember the process. || Great presentation! Always helpful to have a refresher. || Thank you everyone!! Excellent session! || I received a great overview of PCI compliance || I appreciate the CAE/CPE credits and ability to earn them virtually. || I would love to have you present this content at a netFOURM users group event in the future

Click here for Recorded Webinar 

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

 

B129: Unlocking the Mystery of PCI Compliance

August 25 @ 1:00 pm – 2:30 pm EDT

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

LEARNING OBJECTIVES
  • Gain an overview of the PCI Compliance Requirements
  • Learn 9 practical tips to achieve a more secure payment environment
  • Understand what are the annual SAQ requirements
LevelBeginner
NASBA (Field of Study)Specialized Knowledge
CAE (Subject Domain)Operations
CPE/CAE Credits1.5
DeliveryGroup Internet Based
INSTRUCTORS
Jenni Glaze
COO, US Transactions Corporation
Jenni Glaze is Director – National Accounts and practice leader for our Microsoft ERP payment integration solutions. She is a subject matter expert in SaaS…
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…
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…

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Activity Integrations – Different Approaches To Syncing Activities Between Your System Of Record And Other Systems

 

 

Webinar: group live presented online  ||  Attendance: 34 Associations  ||  Reviews   ♦♦♦♦♦  || Thank you Justin, love this topic! || Thank you Justin. I learned a lot especially about planning and thinking ahead about future integrations…not just the current one

Recording of this Webinar can be viewed here.

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

 

Event Category:

Every association today is leveraging more than one system to engage with members, whether that’s to collect award applications, event registrations, course enrollments, or something else entirely. Yet when selecting those systems there is often little planning with regards to integration – thinking, “Well that’s technical, so I’ll let the technical people figure it out.” In reality, integrations should be defined by the business requirements, and associations should know that not all integrations are equal. This session will talk through different approaches to integrations along with business implications for each and reasons when each may be the best approach.

LEARNING OBJECTIVES
  • Attendees will be able to understand the business impact of data integrations
  • Attendees will learn about different approaches to data integrations
  • Attendees will have a strategy to visually represent their integrations
LevelIntermediate
NASBA (Field of Study)Information Technology
CAE (Subject Domain)Operations
Prerequisites and advance preparation needed1 years operations experience. No advance preparation required
ReviewerWade Tetsuka, CPA
CPE/CAE Credits1.5
DeliveryGroup Internet Based
INSTRUCTORS
Justin Burniske, MBA
Principal Consultant, Co-Owner, Meta-Dao Experienced working with purpose driven organizations, Justin helps associations connect people’s processes with their tech tools to deliver on the organization’s…

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

 

 

Webinar: group live presented online  ||  Attendance: 44 Associations

Click here for Recorded Webinar 

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

 

 

Event Category:

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
LevelIntermediate
NASBA (Field of Study)Business Management & Organization – Non-Technical
CAE (Subject Domain)Strategic Management & Administration
Prerequisites and advance preparation neededOwners / decision makers, Sales Manager, IT or Systems Person
ReviewerWade Tetsuka, CPA
CPE/CAE Credits1.0
DeliveryGroup Internet Based
INSTRUCTORS
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…
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…

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Easy Steps for a DIY Tech Assessment

 

 

Webinar: group live presented online  ||  Attendance: 38 Associations  ||  Reviews   ♦♦♦♦♦  || Thanks! Very helpful! || I’m so task-oriented that the 7 tips list is SUPER helpful for me. || This all seems very logical, yet very helpful to just have it all laid out || Thanks for addressing not only the process, but the human factor and how to deal with roadblocks, etc.  || The structure Vanessa presented is extremely helpful. || I appreciate the very useful tips here. || Great framework to follow for doing a tech assessment || I was only able to listen at the time of the session and it was very worthwhile. || Vanessa shared great tips and I look forward to the 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
W300: EASY STEPS FOR A DIY TECH ASSESSMENT
THURSDAY, AUGUST 11, 2022
1:00 P.M. – 2:30 P.M. EASTERN TIME

A technology assessment is a tool to ensure your technology tools and investment is aligned with your organizational strategy. While associations can certainly benefit from a professional, outside perspective, there are do-it-yourself (DIY) steps that generate immediate insights and lead to long-term effectiveness. Get the right people with the necessary skills and training together with efficient processes and capable technology, and the outcome will be an industry-leading association.

 

 

LEARNING OBJECTIVES
  • Gain insights on aligning your strategic plan with your people, processes, and technology
  • Identify inefficient technology use and ways to improve
  • Motivate organizational change through staff buy-in
  • Learn about best practices and current trends in association technology management
SPEAKER BIOS

Vanessa Dennison
Principal/Owner, Dennison & Associates
Vanessa Dennison, is a Certified Association Executive and Certified Business Analyst Professional. She owns Dennison & Associates, an association consulting firm offering business analysis and project management services to membership organizations. Vanessa has more than 20 years’ experience working with dozens of trade and professional associations and unions, both as a staff member and an industry consultant. She applies proven expertise, industry best practices, and a deep commitment to each client to deliver superior results.
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 1 years operations experience. No advance preparation 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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Are You Safeguarding Your Organization? Guide To Fraud Prevention

 

 

Webinar: group live presented online  ||  Attendance: 45 Associations  ||  Reviews   ♦♦♦♦♦  || Excellent Webinar || Although I knew that fraud was present in the nonprofit community I didn’t realize quite how frequently it occurred. Very eye opening.  || Great speakers. Fascinating case study – really helpful to hear the real life situation and how it was handled.  || Thank you for an engaging course today!

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
W288: ARE YOU SAFEGUARDING YOUR ORGANIZATION? GUIDE TO FRAUD PREVENTION
TUESDAY, AUGUST 9, 2022
11:00 AM – 12:30 PM (EASTERN TIME)

In this course, you will learn how Associations can identify sources of fraud and how to limit your exposure to fraud.

LEARNING OBJECTIVES
  • Learn how to reduce the likelihood of internal fraud.
  • Learn about best practices to implement for fraud prevention
  • Learn how to probe weaknesses that leave you vulnerable to bad actors
SPEAKER BIOS

Julie Broadway
President & CEO, American Horse Council & American Horse Council Foundation
Julie Broadway, President & CEO, American Horse Council & American Horse Council Foundation Broadway earned Bachelor of Science degrees in industrial relations and psychology from the University of North Carolina in Chapel Hill and a Masters of Business Administration degree with a concentration in finance from the Weems Graduate School at Meredith College in Raleigh, NC. She is also a graduate of the Duke University Advanced Nonprofit Leadership Program, and a Certified Association Executive (CAE) from American Society of Association Executives. In addition to her extensive leadership experience, including most recently her nine years at the Vermont-based AMHA, she is the current board president for the Professional Association of Therapeutic Horsemanship and has played an active role with the American Horse Council and the U.S. Equestrian Federation over the course of the past several years.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Business Management and Organization Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed C-Level Management Experience 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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What You are NOT Being Told About Credit Card Processing

 

 

Webinar: group live presented online  ||  Attendance: 30 Associations  ||  Reviews   ♦♦♦♦♦  || Great points, terrific presentation! || thank you fellow presenters. Very useful. || Thank you. This was very informative! || Very worthwhile session – fabulous! And I love your low info interchange fee. || A lot of technical info delivered well; very instructive.

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
B134: WHAT YOU ARE NOT BEING TOLD ABOUT CREDIT CARD PROCESSING
And How it Impacts Your Bottom Line
THURSDAY, JULY 28, 2022
11:00 AM – 12:30 PM (EASTERN TIME)
Credit card processing or Merchant Services is widely used by businesses and nonprofit organizations.  One can hardly image today going through life without being able to purchase goods and services without using a credit card.
In spite of its ubiquitousness in commerce, there are a lot of things that organizations are not being told about credit card processing (aka Merchant Services).  If you know some important things that you are NOT being told today by your service provider (or in the general media), you would have greater opportunities for data security, cost savings, and process improvements (i.e., eliminating manual processes)
LEARNING OBJECTIVES
– Learn about 4 important payment trends which emerged from the pandemic.
– Learn two key changes you should make in 2022 with your payment and credit card collection practices.
– Understand Credit card fees — what you are NOT being told and why that is costing your organization money.
– Learn alternatives to credit card collections — the ecosystem that supports Visa/MasterCard and AMEX definitely don’t want you to know this.
– Learn PCI compliance and security issues for 2022 — why are you not aware of this.
– Learn how to do an RFP for Merchant Services — an outline that you can use today.
SPEAKER BIOS

Jen Glaze
COO, UST
Jen Glaze is Chief Operating Officer and practice leader for our Microsoft ERP payment integration solutions. She is a subject matter expert in SaaS based payment platforms. She was previously Director Fintech Sales at Payrix, a leading SaaS based payments technology solution provider. Jen is also a classical pianist and was a music instructor for over 10 years. Her creativity, combined with her technical skills makes her an excellent solutions-oriented resource for UST and our clients. She specializes in driving business growth and revenue through results-oriented strategies across multiple divisions while maintaining a collaborative teamwork approach. Jen is a highly versatile and strategic leader who believes in the value of setting lofty goals and then distilling them into actionable plans.

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 Beginner Delivery Group Internet-Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Operations CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1 year business operations or finance Advance prep: 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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7 Community-Driven Video Tactics To Engage Attendees Before, During, And After Your Live Event

 

Webinar: group live presented online  ||  Attendance: 38 Associations  ||  Reviews   ♦♦♦♦♦  || Thank you! Great info! || Thanks for putting on the webinar! || Thank you! A lot of excellent examples. || Great session

Click here for Recorded Webinar 

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

 

UST WEBINAR SERIES
W239: 7 COMMUNITY-DRIVEN VIDEO TACTICS TO ENGAGE ATTENDEES BEFORE, DURING, AND AFTER YOUR LIVE EVENT
THURSDAY, JULY 21, 2022
1:00 P.M. – 2:30 P.M. EASTERN TIME

Here’s a hard truth: attendees don’t want to engage with your brand. People attend your events because they want to connect with other real people. When you make attendees the hero of your event’s story, your organization earns authentic engagement that extends far beyond the day of the event.

 

Join Michael Hoffman, CEO of Gather Voices, to explore 7 proven community-driven video tactics for events. You’ll walk away with real-world examples executed by industry experts and practical how-to’s to get started.

LEARNING OBJECTIVES
  • Articulate how community-driven video content drives year-round engagement
  • Explore real-world examples and translate them to your own organization
  • Outline the simple next steps to get started co-creating video with your community
SPEAKER BIOS

Michael Hoffman
Co-Founder and CEO, Gather Voices
Michael Hoffman is the co-founder and CEO of Gather Voices, a technology company that automates the creation, management and publishing of video content. He is also the founder of See3 Communications, a digital marketing agency in Chicago and founder of the DoGooder Video Awards which honors the best social cause video on YouTube each year. Hoffman has been an advisor to association leaders for more than a decade and teaches marketing at the University of Chicago. He is an internationally sought-after speaker and trainer.
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Computer Software & Applications Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Member and Stakeholder Engagement and Management CPE/CAE Credits 1.5
Prerequisites and advance preparation needed No prerequisites. 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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5 Easy Ways to Improve Strategic Planning Meetings and Retreats

 

Webinar: group live presented online  ||  Attendance: 72 Associations  ||  Reviews   ♦♦♦♦♦  || Thank you, Lee! Great sauce in today’s meeting. || Great session. Thank you! || Everything Lee does is amazing. Ecocycle planning is fun! || Thank you! I really enjoyed the interactive zoom activities for leadership teams. || Great webinar! Strategic thinking and more interactive || So many great takeaways! Definitely going to check out Jamboard! || I learned some new techniques which I think I will definitely use. || Best one yet!

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
W299: 5 EASY WAYS TO IMPROVE STRATEGIC PLANNING MEETINGS AND RETREATS
TUESDAY, JULY 19, 2022
11:00 AM – 12:30 PM (EASTERN TIME)

Do you do long-term or strategic planning? Do you do retreats to plan your organization’s future? Whether you’re running planning meetings with a board, executive committee, a department, or a smaller team, don’t miss this engaging session. Fast, fun, and easy-to-apply, this workshop gives you five real ways you can improve your planning meetings. You’ll learn practical ways to turbocharge how participants look ahead, generate ideas, choose the best ones, and come to agreement. You’ll discover how to easily sift through products and services that are winners and losers. And you’ll take home techniques to run meetings that will make you and your organization more confident and capable. No lecture and no PowerPoint; this is learn-by doing where you’ll walk away with real tools you can actually use the next day.

LEARNING OBJECTIVES
  • Experience and learn 5 tools and techniques that improve planning meetings.
  • Understand the value of meeting templates and predefined structures.
  • Apply active, co-creative methodologies to your own meetings to increase effectiveness and engagement.
SPEAKER BIOS

Lee Gimpel
Founder, Better Meetings
Lee Gimpel is the founder of Better Meetings in Washington, DC. The firm helps organizations turn meetings from boring and unproductive to engaging and effective, be they staff meetings, board meetings, retreats, or annual conferences. Much of his work involves innovation, brainstorming, strategic planning, product/service/event design, and future-casting. Clients include for-profit companies and government agencies in addition to a wide range of associations, including the National Association of Realtors, Department of Energy, American Federation of Teachers, and Manufacturers Alliance for Productivity and Innovation. In addition, he founded the Conference Organizers Summit. He holds a degree from the Robins School of Business at the University of Richmond with concentrations in international business and marketing. His work blends group facilitation, audience engagement, human-centered design, and specific training with Liberating Structures, Technology of Participation, and applied improv. As an industry expert, he is widely quoted in the media, including in USA Today, HuffPost, Convene, Prevue Meetings & Incentives, Association Conventions & Facilities, and MeetingsNet. He is also the contributing expert on meetings and facilitation for Forbes where he writes a regular column.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Business Management & Organization Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Organizational Strategy CPE/CAE Credits 1.5
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation 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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A Guide to your First NICRA

 

Webinar: group live presented online  ||  Attendance: 41 Associations  ||  Reviews   ♦♦♦♦♦  || Nice job. Thank you Matt || Great introduction for me to NICRA! Thank you! || Thanks Matt!! great content! || This was very helpful || He was really good at explaining a complex process! || This was extremely informative. 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
W275: A GUIDE TO YOUR FIRST NICRA
WEDNESDAY, JULY 13, 2022
11:00 AM – 12:30 PM (EASTERN TIME)

A Negotiated Indirect Cost Rate Agreement, or NICRA, is a negotiated agreement between a company and its cognizant auditor, documenting the government’s acceptance of the company’s estimated indirect rates for the next five fiscal years. The NICRA establishes the indirect rates a company may use on proposals for work with the Federal Government. Once established with one agency, this NICRA is accepted across all other agencies within the Federal Government. In this basic-level course designed for small to mid-sized organizations, participants will learn what a NICRA is, when it is needed, the pros and cons of having one, and recommendations for how to prepare the NICRA.

LEARNING OBJECTIVES
  • Understand the relative terms and definitions for a NICRA.
  • Learn the Pros and Cons of having a NICRA.
  • Identify when to pursue a NICRA for the first time.
  • Learn what is required to prepare a NICRA.
  • Have the answers to the most frequently asked questions around a NICRA.
SPEAKER BIOS

Matt McKelvey
President, Financial & Accounting Management, Government Contracting, and Business Valuation Subject Matter Expert, The McKelvey Group, Inc.
Matthew McKelvey has over twenty-five years’ experience in Finance/Accounting, Government Contracting, Business Valuations, Process Optimization, and Training. Matt is President and CEO of The McKelvey Group and is widely respected as a subject matter expert in both commercial and Federal marketplaces. He brings his extensive experience working with large, medium, and small companies to help his clients achieve the growth objectives of their owners. As a consultant and CFO, he is well known for his expertise in working with organizations as they seek to create or improve their relationships with the Federal Government through price and proposal strategies, compliance, accounting, and training. In addition to direct client consulting in these areas, Matt demonstrates his comprehensive expertise through various speaking engagements and the Government contracting courses he instructs, including Cost/Price Proposal Workshops, DCAA Audit Preparation, Earned Value Management Systems, and Incurred Cost Submissions. Matt teaches his courses through several venues including training companies, conferences, and for individual clients. The McKelvey Group is a National Association of State Boards of Accountancy (NASBA) recognized Continuing Professional Education (CPE) program sponsor providing CPE credits in accordance with nationally recognized standards. In finance and accounting, Matt supports his clients with strategic planning, alignment of their systems and processes with the plan, and/or a business valuation to assess the value of the company when it achieves that plan. This allows for ongoing financial forecasting, actual to budget reviews, and improved management reporting. These updated systems assist organizations in improving profitability and cash flow while minimizing cost and performance risk. Matt holds an MBA in Finance and Marketing and a BS in Finance. He is a Six Sigma Certified Black Belt, a member of the National Contract Management Association (NCMA), and is an Accredited Senior Appraiser with the American Society of Appraisers (ASA).
Level Beginner 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 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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  • 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.