Category Archives: Uncategorized

B2B Cloud Commerce for the D365 enterprise — 5 steps to deeper customer interaction & sales analytics

 

 

Webinar: group live presented online  ||  Attendance: 10 Associations ||  Thank you! This was great and very informative || Very informative and helpful, thank you! || Great speaker

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)

 

 

 

 

 

The changing world of digital interaction requires businesses to engage their customers’ more productive way. Customers are not only looking for more information, they are also looking for superior and faster services. That’s why a digital commerce platform should not only meet your customer’s demands but operate ahead of your customer’s need.

Here are ways that B2B Digital Commerce should bring your online and offline sales processes together to creates deeper interaction with customers.

Shopping Cart Features

A shopping cart should do more than hold products. With the use of artificial intelligence, it should customize product recommendations and recognize top selling products. The customer can reorder lists and recommendations, as well as schedule orders and make credit card payments.

B2B Features

B2B features means the having the versatility of multi-branding, multi-stores, multi-catalogs, and multi-ship to capabilities. Pickups can also be scheduled, pick up and delivery (COD), and sell on payment terms.

Invoice & Statements

A B2B digital platform should offer convenient online invoices and payments, accessible from anywhere. Customer statements are also catalogued online. Invoice reminders, including late invoice reminders, are designed to keep payments on track automatically. Credit card payments and ACH payments are easily completed by the customer 24/7/365 across hosted payment pages or payment fields, in a manner which minimizes PCI compliance scope.

LEARNING OBJECTIVES
  • Learn what the most important elements are to an effective B2B Cloud Commerce solution
  • Understand how Artificial Intelligence (AI) can be used to increase sales order size in a B2B eCommerce environment
  • Understand how automation is used to streamline cash receipts for sales orders and outstanding invoices, including management of outstanding Accounts Receivable with minimal labor effort.
  • See examples of how other B2B enterprises have effectively implemented the critical success elements mentioned above.
SPEAKER BIOS

Asis Biswas
President & CEO, SEMBA Technologies
I launched Semba Technologies to give B2B clients a streamlined eCommerce platform with AI, analytics, business processes, and supply chain support. Offering manufacturing, distributors, retailers, and wholesalers a better eCommerce platform with cost-effective solutions that streamline internal technology, optimize order capturing, and organize distribution/fulfillment models. https://www.sembatechnologies.com/
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Computer Software & Applications Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Marketing & Communications CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed 1-year or more of experience in operations, sales or marketing. Advance preparation needed: None Cost $0.00

 

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Enhancing NetFORUM: Getting more out of iWeb, eWeb and xWeb

 

 

Webinar: group live presented online  ||  Attendance: 27 Associations  || This is very helpful || Impressed with UI || Very informative  || Justin is always great!

Click here for Recorded Webinar 

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

 

 

 

NetForum provides three different layers of interaction:
  • iWeb – Where your staff engage with NetForum
  • eWeb – Where your customers engage with NetForum
  • xWeb – Where other platform engage with NetForum
Each layer serves a different purpose, but when your organization is looking to enhance NetForum to better meet your business needs, identifying the correct layer is not always as obvious as you might assume. This session we will talk through each layer, and provide examples of enhancements that can be done with each to improve your overall NetForum experience.
LEARNING OBJECTIVES
  • Learn with iWeb – Where your staff engages with NetForum.
  • Learn with eWeb – Where your customers engage with NetForum.
  • Learn with xWeb – Where other platforms engage with NetForum
SPEAKER BIOS

Hans Stechl
Founder
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.

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.
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 year experience with NetForum. Advance Preparation Required: None Cost $0.00

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Meta Trends and the Next Economy-See the Future More Accurately

 

 

 

Webinar: group live presented online  ||  Attendance: 28 Associations  ||  Great info || New ways to capture and analyze key information to add value to the association and members. || Great presentation || Very good speaker. Very entertaining || Think outside the box, learned many interesting points of information, knowledge of population trends.  ||  OMG theres so much, this was a great presentation. I will have to say the information given on the ages and correlations are mind opening.

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)

 

 

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) Organizational Strategy CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00

 

 

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Dirty Data: Understanding the Hidden Costs for Associations – and How to Prepare for a Clean-up Effort

 

Webinar: group live presented online  ||  Attendance: 87 Associations  ||  Reviews   ♦♦♦♦♦  ||  Thank you for putting this webinar together! || Good job team  || Thanks for a great seminar! || very informative…great information on how to tackle the project

Click here for Recorded Webinar 

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

 

 

 

 

 

 

Virtually every association, both large and small, struggles to keep its data clean.  Yet data is your most valuable asset!  It powers everything that an association does, and dirty data can have a very tangible cost.  In this session we will explore data hygiene: why it is important for operational and staffing efficiency, how to organize your team and create a data cleanup plan, and discuss some modern approaches to addressing data cleanup using automation.

LEARNING OBJECTIVES
  • Understand the numerous ways that dirty data can negatively impact an organization
  • Know how to craft a data cleanup project plan – We’ll provide each attendee with a template to get started
  • Broaden awareness of cutting-edge data hygiene solutions that elevate and leverage your existing staff by removing manual tasks
SPEAKER BIOS

Brittany Carter
President, Association TRENDS
Brittany has over 14 years of experience developing association-focused data products, services, and events including Bumblebee, Association TRENDS’ automated data transformation, and deduplication tool. She believes strongly that associations of all sizes should have access to tools that help clean, maintain and utilize one of their strongest assets, data.

Lisa Stahl
Data Project Manager, Columbia Books & Information Services
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 At least 1 year of association or nonprofit operations experience. No advance preparation required for course Cost $0.00

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[Demo Series] FUSE Search: A Federated Search Solution for Associations Using AI

 

 

Webinar: group live presented online  ||  Attendance: 8 Associations  ||

Click here for Recorded Webinar 

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

 

 

 

 

 

 

Today’s associations are employing FUSE Search to not only search across all their disparate sources, but to also understand what content is performing as expected and just as importantly what’s not.

Join us and learn how FUSE can help drive a well-formed marketing strategy that uses AI to drive deeper engagement, increased sales, and more diverse revenue streams. In this demo we will dive into the technologies involved to make that happen.

LEARNING OBJECTIVES
  • Why your organization must leverage the power
    of AI personalization in 2021 – hint your
    competition
  • Where FUSE AI can be used to understand your
    audiences better and lead to more relevant
    content being delivered
  • What FUSE AI technologies are involved – AI driven search, Auto-
    tagging, Machine Learning (ML), Natural
    Language Processing (NLP), Content Visualization
SPEAKER BIOS

Adam Hostetter
CEO, FUSE Search
A natural communicator and leader, Adam speaks to a myriad of technology issues and thrives on developing trusting relationships with teams and business partners. He’s been a developer, run software engineering groups, played accountant and therapist, and done most other things in-between. Adam was appointed to American Society of Association Executives (ASAE) Technology Council in 2013 and speaks regularly at industry events.

Johnny Clayton
Chief Growth Officer, FUSE Search
Johnny is an association industry veteran. To know Johnny is to like him. He provides professional consulting services for sales strategies and search solutions. Over the years, he’s led sales initiatives and managed teams for the largest and most successful AMS companies in the business. His experience and market acumen brings sound perspectives on how you can best serve your clients’ ongoing technology and business needs.
Level Beginner Delivery Group Internet Live
CPE(NASBA Category) Not eligible Reviewer N/A
CAE (Field of Study) Not Eligible CPE/CAE Credits 0
Prerequisites and advance preparation needed No prerequisites. Advance preparation needed: None Cost $0.00

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3 Features to Look for in an Online Community Platform as an Association

 

 

Webinar: group live presented online  ||  Attendance: 49 Associations  ||  Reviews   ♦♦♦♦♦  || Great information! || I think intentionally is a really good take away. || 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)

 

 

 

 

 

 

 

For associations, there is a general need to enhance member experience through an online platform and raise non-dues revenues. Many online communities recognize these needs and look for different ways to accommodate them. Not all online communities are the same, so we narrowed down the top three features we think benefit associations the most. When looking for a new online community, having these qualities will be important to the leaders and members of your association:

Advertising

Make sure that there are advertising features in your community platform. This is a great way to get your sponsors clear visibility to your members and can increase non-dues revenues. See how an easy to use ad serving tool allows you to seamlessly import linked images across all areas of the platform. We have seen several clients use this tool to promote sponsors at upcoming conferences and events.

Networking Opportunities

There should be ample room for networking within your online community platform. One of the most important reasons your members are there is to connect with others and share information. Having several different ways to connect is a plus in an online community!

User-Friendly Experience

An online community platform should be easy to use for members with any level of technology knowledge. As we see more and more associations transfer from the traditional listserv way of communicating, there has been an increasing need for a community platform that is simple yet intuitive and collaborative. All members should be able to have access to easy information sharing within your platform.

LEARNING OBJECTIVES

1. Learn how Advertising, Networking Opportunities, and a User-Friendly Experience work together to benefit community platforms.

2. Learn how to use features of your platform to increase engagement and sense of community.

3. Learn how to raise non-dues revenue through a great member experience.

SPEAKER BIOS

Benjamin Muscolino
President & CEO, Breezio
Prior to joining Breezio, Ben held various roles ranging from Sales Manager to Director of Client Services at Avectra (now Abila) as well as Vocus (then publicly traded as VOCS before being acquired by Cision). Following that he founded and co-founded multiple successful companies providing technology-focused products and services to associations and nonprofits. Ben is always balancing his strategic and entrepreneurial mindset with learning new technologies while remaining focused on the people and relationship-building elements of business. Ben is an active volunteer, member, committee member, and speaker with multiple associations and nonprofits including the American Society of Association Executives (ASAE), the Society for Information Management (SIM), the Northern Virginia Technology Council (NVTC), is a member of the NVTC Executive Circle and also serves on the Board of Directors for the Rochester Ataxia Foundation (RAF) based out of his hometown in Western New York.
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 hours
Prerequisites and advance preparation needed No prerequisites. Advance preparation needed: None Cost $0.00

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PCI Workshop for B2B & B2G enterprise organizations

 

Webinar: group live presented online  ||  Attendance: 14 Associations  ||  Great information, really helped bring clarity to the steps || I appreciate the methodical way you explained it.

Click here for Recorded Webinar 

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

 

 

 

 

 

 

 

 

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
SPEAKER BIOS

Matthew Friedman
Principal, Business Process Associates
Matthew Friedman founded Business Process Associates to help companies embrace great process while leveraging automation. While there are many “textbook” philosophies on how to achieve great process, there is no one-size-fits-all solution. People, culture, and leadership are huge variables that define a company’s road to success. With over 20 years leadership solving process automation challenges in industries such as air transport, warehousing/distribution, logistics, quality, and Government contracting, Matthew always brings a fresh perspective with a people centric focus.

Jen Glaze
Director, National Accounts
Jen Glaze is Sr Director – Strategic Accounts and practice leader for our Microsoft ERP payment integration solutions. Jenni 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. Her career did not start in payments. Jenni is 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. Jenni is a graduate of Fort Hays College with a concentration in Sociology and Marketing.

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 experience in public or private industry operations. No advance preparation required. Cost $0.00

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What’s Special about nonprofit mergers – 6 things you need to know on your M&A Journey

 

 

 

 

Webinar: group live presented online  ||  Attendance: 55 Associations  ||  Reviews   ♦♦♦♦♦  ||  Appreciate the legal perspective || Good presenter and presentation  || An excellent presentation  || very informative…thank you || Very thorough presentation with many good details to consider during the process.

Click here for Recorded Webinar 

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

 

 

This course provides management, organizational and legal background on the topic of combinations between nonprofit entities. It offers simple, straightforward advice on how to approach combinations of nonprofits and a list of things that should not be overlooked:  6 things you need to know on your M&A Journey

LEARNING OBJECTIVES

Learning Objectives for the Course:

1. Learn about main drivers for nonprofits to Consider a Combination

2.Understand various Alternate Forms of Combination

3.Learn about M&A Compelling Factors for nonprofits

4.Learn about Inhibiting Factors

5.Learn about important considerations for Building Consensus

6.Learn about the important Steps in Merger/Consolidation

SPEAKER BIOS

Jerald A. Jacobs,
Partner, Pillsbury Winthrop Shaw Pittman LLP
Jerald Jacobs, Pillsbury’s Nonprofit Organizations practice leader, counsels and advocates for trade associations, professional societies, charities, veterans’ organizations, and scientific and educational societies. Recognized by Best Lawyers (2009—present) and the American Bar Association as a leader in his field, Jerry assists all kinds and sizes of nonprofit organizations in governance, transactions, mergers, disputes, tax exemption, global operations, and legislative and regulatory issues. He is general counsel to the “association of associations,” the ASAE. Jerry is the author of a dozen books in nonprofit law, including the standard in the field, Association Law Handbook, now in its sixth edition. Professional Highlights – Recognized by Best Lawyers (published by BL Rankings LLC), Non-Profit/Charities Law (2009–2021). – Named “Outstanding Nonprofit Attorney” by the American Bar Association, the first for an attorney advising nonprofit membership organizations. – Responsible for a dozen books on nonprofit organization law, including Association Law Handbook, Sixth Edition (2018), Certification and Accreditation Law Handbook, Third Edition (2016), Legal Duties for Directors (2014), and The Legal Guide to Nonprofit Mergers & Joint Ventures (2011).
Level Intermediate Delivery Group Internet Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Strategic Management CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed at least 1 year of association management experience; No advance preparation required Cost $0.00

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Modern Digital Giving for Today’s Donors

 

 

Webinar: group live presented online  ||  Attendance: 17 Associations  ||  great information – thank you! || Great information, useful strategies on engagement || Appreciated the statistics and 6 principles as a framework. || How important donor recognition is. His point about donors making a “test” gift to see if they are engaged in a way they desire before giving a second gift. || The 6 principles 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)

 

 

 

 

The most successful nonprofits view their donors as long-term collaborators, and invest a significant amount of time and energy into cultivating genuine and authentic relationships with those donors over time, resulting in higher yearly giving, higher retention rates, and low donor churn.

What if we stopped chasing transactions and started building lifetime relationships with donors?

iDonate is the leading fundraising software provider that exists to grow nonprofits. Through a commitment to generosity and innovation, iDonate has become the world’s standard for donation processing technology.

LEARNING OBJECTIVES
  • Learn what a Connected Giving Org is and how you can become one
  • Learn how to move from replacing donors to retaining them
  • Learn how to convert your donors into long-term advocates
SPEAKER BIOS

Ron Verner
Faith Accounts Leader, iDonate
Level Beginner Delivery Group Internet Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Programs, Products and Services CPE/CAE Credits 1.5 hours
Prerequisites and advance preparation needed No prerequisites. Advance preparation needed: None Cost $0.00

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Advanced Remote Worker Environment, Post Covid

 

 

Webinar: group live presented online  ||  Attendance: 35 Associations  ||  Ali and Adam are excellent speakers and a wealth of knowledge. I hope to hear them speak again at future events. || Thank you! very informative session!!! || Thank you very much for this informative session. || Thank you, great discussion, timely || Made me feel more comfortable about where we are as we plan a hybrid return.

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: Second Course Offering conducted by Ali Niroo, CNSG Founding Member (now an AppSmart Company), David Hopper, Director of Sales Engineering at CNSG (now AppSmart Company) and Adam Kuhn, Director of IT for Futures Industry Association.

This course will help Non-Profits and Small to Mid Size Businesses to identify best technology practices, learn about different platforms for UCAAS, identify Hybrid-Work Model for Remote/On-site Employees, and discuss success stories of UCAAS Implementation within the B2B and Not-For-Profit Verticals. This advanced course will also help explain benefits of Zoom vs. Teams Environment. Upon completion, companies will know about carriers–which offer a true direct routing solution and carriers, which offer a true Native Teams Environment.

Non Profits/B2B clients will learn what questions to ask when evaluating UC features and how to leverage 3rd party consultants to help find best UCAAS Solution for your business needs.

LEARNING OBJECTIVES

1. Important vendor considerations for UCAAS & Collaboration?

2. What are most relevant features and what are benefits of having UCAAS?

3. What are some Before/After success stories of UCAAS Solutions?

a. APHA

b. NCRC

c. American Academy of Otolaryngology

d. Futures Industries Association

e. National Association of Federal Credit Unions

4. What will be the Hybrid work model after everyone receives Covid vaccinations?

5. What are different platforms for evaluating UCAAS? (Broadsoft, Polycom, Yealink, Cisco, Juniper…..)

6. What does Microsoft Teams bring to Remote Working Environment? What carriers offer a true Direct Routing Solution and What Carriers provide a true Native Teams Experience?

7. What are the benefits of Zoom vs. benefits of Microsoft?

SPEAKER BIOS

Ali Niroo
CNSG Founding Member CNSG, An AppSmart Company
Ali Niroo, a Founding Member of CNSG, is one of the channel’s foremost experts in IT and digital transformation including cloud communications, contact center, network, connectivity, and cybersecurity. With a proven background spanning 13 years, working with some of the largest and most recognized companies and brands, Ali is well versed in what drives favorable technology outcomes – client engagement, solution alignment and unrivaled support. His network includes 200+ partners, 3,000+ clients and a catalog of 500+ global technology providers. Ali lives in Potomac, MD with his wife and three boys including newborn Duke who was born earlier this month. He is a graduate of James Madison University where he played Division 1-AA football. In his free time, he enjoys coaching flag football.

Dave Hopper
Director of Engineering CNSG, An AppSmart Company
Dave Hopper has 23+ years of experience in telecommunications, IT and cloud. As the Director of Engineering at CNSG, David supports Ali and his team in designing custom, end-to-end technology solutions including SD-WAN, UCaaS, CCaaS, SaaS and DR from a portfolio of 500+ providers. Dave lives in South Pleasant, South Carolina with his wife of over 20 years and two children. He is an avid baseball fan, BBQ master and Clemson Tigers Alumni. In his free time, he enjoys spending time with family and friends on his boat – having fun, fishing, and finding shark teeth and other fossils.

Adam Kuhn
Director of IT for FIA (Futures Industry Association)
FIA is the leading global trade organization for the futures, options and centrally cleared derivatives markets, with offices in Brussels, London, Singapore and Washington, D.C. Adam was an English major in college – so of course he ended up being a leader in the association technology space. But seriously – being able to explain how technology works in an organization is half the battle in gaining adoption – whether it is in the mailroom or the boardroom. Adam’s passion is making sure that technology facilitates productivity in an organization – rather than impeding productivity, whether you are working at home or working in the office or somewhere in between.
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 1-2 years IT and/or communications experience. Advance Preparation required: 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.