Category Archives: Uncategorized
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
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 |
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?”
- 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.
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 |
Advocacy: 5 Effective Strategies for Managing Fast-Moving Issues
Webinar: group live presented online || Attendance: 37 Associations || great real usable content. thank you! || This was informative! Great takeaways and ideas. I thoroughly enjoyed this session. Thank you for providing SOLID education online. || Content was relevant to the topic of the webinar – always a plus. The speakers were knowledgeable across the spectrum – organizational size, purpose (trade/professional), and maturity (just getting started / been in the game for a while). Thanks || Thank you everyone, great info and tips || Great discussion – thank you for this. I learned quite a bit that I will put into practice.
Click here for Recorded Webinar
(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )
Level | Intermediate | Delivery | Group Internet Based |
CPE(NASBA Category) | Specialized Knowledge | Reviewer | Wade Tetsuka, CPA |
CAE (Field of Study) | Public Policy, Government Relations, Coalition Building | CPE/CAE Credits | 1.5 hours |
Prerequisites and advance preparation needed | at least 1 year of advocacy / government relations experience. No advance preparation required. | Cost | $0.00 |
7 Reasons Your Business Needs Data Recovery and Backup
Webinar: group live presented online || Attendance: 29 Associations || Reviews ♦♦♦♦♦ || Excellent info!|| Thank you!
Click here for Recorded Webinar
(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )
How can you shift from a traditional cyber security approach to an approach that will mitigate today’s risks?
The many cyber attacks and data breaches worldwide show that these incidents are becoming more intense, are on the rise, and the environment has become much more complex to secure.
Many of the current security methods, tools, and techniques used by businesses to secure their environment and protect their brand have been effective so far, but attacks are now coming from all directions. Hackers, hacktivists, cyber criminals, nation states, and insiders (like employees) are all pounding security protocols to find a weak spot to get in.
Knowing that data streams in from various entry points, organizations that still differentiate between internal and perimeter security should urgently reconsider their security approach—specifically the roll of digital assets (i.e., domains, domain name system (DNS), and digital certificates)—in enabling the day-to-day successful operation of their business.
- Digital Assets Management Best Practices (Core Domain Name Portfolio – Defensive Portfolio – Consumer Grade vs Enterprise Security)
- Alignment of domain names portfolio and infringement landscape.
- How to protect your organization and end users online.
Level | Intermediate | Delivery | Group Internet-Based |
CPE(NASBA Category) | Information Technology | Reviewer | Wade Tetsuka, CPA |
CAE (Field of Study) | Administration | CPE/CAE Credits | 1.5 |
Prerequisites and advance preparation needed | Prerequisites: 1-2 years experience in operations; No advance preparation required for the course | Cost | $0.00 |
eCommerce: More Leads, Faster Conversions, Bigger Orders
Webinar: group live presented online || Attendance: 33 Associations || This was well done, clear and interesting. || It was awesome to learn about the upsell site pop-up after a customer places an order
(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )
Getting the proper technology stack in place is critical to success. In this webinar you will learn about a proven technology stack that solves the complex business problems you face every day including changes in privacy data collection, the customer journey, statistical ecommerce decision making, and retargeting for faster conversions.
Some reasons you will want to attend:
1. You want to know how to capture and use customer data to drive more sales
2. You want to understand customer loyalty
3. You want to increase conversion rates to boost profits
4. You want to have ecommerce tools to make better decisions based on statistical data
- Understanding the customer journey
- Driving non-transactional behaviors
- Statistical models to make ecommerce decisions
- Retargeting customers to increase conversion rates
Level | Beginner | Delivery | Group Internet Based |
CPE(NASBA Category) | Computer Software & Applications | Reviewer | Wade Tetsuka, CPA |
CAE (Field of Study) | Administration | CPE/CAE Credits | 1.5 |
Prerequisites and advance preparation needed | at least 1 year of operations experience | Cost | $0.00 |
N102: PCI Compliance Workshop for NetSuite
Webinar: group live presented online || Attendance: 17 Associations || Very helpful. || love love love KNOWBEFORE to facilitate training
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 )
NetSuite Users: You are not sure that your organization is PCI compliant, or you want to be sure you know the latest information to ensure you are maintaining the most secure payment environment.
In this course you will learn best practices of NetSuite 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.
- 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



Level | beginner | Delivery | Group Internet-Based |
CPE(NASBA Category) | Specialized Knowledge | Reviewer | Wade Tetsuka, CPA |
CAE (Field of Study) | Administration | CPE/CAE Credits | 1.5 |
Prerequisites and advance preparation needed | none | Cost | $0.00 |
Nonprofit GAAP: Functional Expense Reporting – Make it meaningful to you and your audience
Webinar: group live presented online || Attendance: 45 Associations || Reviews ♦♦♦♦♦ || great presentation. thanks for the insightful content. || Thanks, great info! ||
Click here for Recorded Webinar
(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )
Since the implementation of ASU 2016-14 many nonprofits that did not previously have to present a statement of functional expense are required to. Understanding and implementing the requirement can take some time and judgement.
This presentation will help individuals understand the elements of the statement of functional expense and how to make it meaningful to your audience. You will be able to understand the difference between program and supporting services and variance methods for allocating costs in accordance with GAAP.
After this Course, you will be able to:
- define the elements of the statement of functional expenses.
- understand financial statement presentation and disclosure of functional expenses.
- understand how to allocate costs between functions.
- be able to identify joint costs.


Level | Intermediate | Delivery | Group Internet-Based |
CPE(NASBA Category) | Accounting | Reviewer | Wade Tetsuka, CPA |
CAE (Field of Study) | Administration | CPE/CAE Credits | 1.5 |
Prerequisites and advance preparation needed | 1-year or more of experience with nonprofit accounting (private or public company). Advance preparation needed: None | Cost | $0.00 |
Digital Asset Security: 4-Step “Back to Basics” Approach
Webinar: group live presented online || Attendance: 29 Associations || This topic is not in my natural wheelhouse I appreciated how accessible and helpful the presenters were. Thanks for making it fun! || I enjoyed his humor! || Great topic, great presenters! Way to have a good time on a potentially boring, but serious topic!
Click here for Recorded Webinar
(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )
Course Title | B104: Associations/Nonprofits – Digital Asset Security: 4-Step “Back to Basics” Approach |
Date and Time: | Tuesday, March 23, 2021 from 3:00 p.m. to 4:30 p.m. (EASTERN TIME) |
Description | How can you shift from a traditional cyber security approach to an approach that will mitigate today’s risks?
The many cyber attacks and data breaches worldwide show that these incidents are becoming more intense, are on the rise, and the environment has become much more complex to secure. Many of the current security methods, tools, and techniques used by businesses to secure their environment and protect their brand have been effective so far, but attacks are now coming from all directions. Hackers, hacktivists, cyber criminals, nation states, and insiders (like employees) are all pounding security protocols to find a weak spot to get in. Knowing that data streams in from various entry points, organizations that still differentiate between internal and perimeter security should urgently reconsider their security approach—specifically the roll of digital assets (i.e., domains, domain name system (DNS), and digital certificates)—in enabling the day-to-day successful operation of their business. |
Instructor Bios: | Gianni Maiorano, CSC, Digital Brand Specialist
Bio: LinkedIn Bio Elizabeth Sylves, CSC Cyber Security, Phising & Online Brand Protection Bio: LinkedIn Bio |
Level | Intermediate |
NASBA Category | Information Technology |
CAE (Field of Study) | Administration |
Prerequisites; Advance Preparation Required | 1-2 years experience in operations; No advance preparation required for the course |
Delivery | Group Internet-Based |
CPE/CAE Credits | 1.5 |
Cost: | Free |
Learning Objectives | Digital Assets Management Best Practices (Core Domain Name Portfolio – Defensive Portfolio – Consumer Grade vs Enterprise Security)
Alignment of domain names portfolio and infringement landscape. How to protect your organization and end users online.
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ASK, CAPTURE and ACT to Engage New and Renewing members
Webinar: group live presented online || Attendance: 89 Associations || Reviews ♦♦♦♦♦ || Another great webinar. I loved the engagement today with the attendees. So much great information. || Very engaging speakers! || Practical takeaways was a nice change for a webinar. || very effective presenters || I found this session very helpful and have already used one of the takeaways in my conversation with our VP of Membership. || This event could have gone on for another half hour to an hour. It was fantastic!! || Process with questions was very helpful! Call to Action will be utilized.
Click here for Recorded Webinar
(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )
Title |
W136: ASK, CAPTURE and ACT to Engage New and Renewing members
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Date:
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March 18, 2021 |
Time: | 11:00 a.m. to 12:30 p.m. EASTERN TIME |
Description | Do you find that you’re guessing what it is your members need? Or are you struggling to understand why they do the things they do, or don’t do?
Contextual Engagement is the process of ASKING questions, CAPTURING context, and ACTING with automated workflows and alerts. It helps organizations engage members with more relevance and personalization throughout the member journey. Combining Contextual Engagement with your existing marketing efforts will allow you to more effectively meet member needs and drive higher return on your marketing investment. Join us for a short presentation and discussion about what Contextual Engagement is and how associations are using it to drive revenue. |
Instructor Name and Bio | Dave Will, Co-Founder 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.
Amy Hemphill, Senior Director Member Relations, ASAE Senior Director with over ten years of managerial experience in a highly recognized association. Expertise in member services to develop and implement processes to solicit new members, member engagement, onboarding and retention in conjunction with, promoting and implementing customer service standards, as well as formulates, implements, and manages non-dues revenue sales. Enables the membership team and the organization to respond to the needs of current and prospective members.
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Level | Intermediate |
NASBA Category | Communications and Marketing |
CAE Field of Study | Membership Development |
Prerequisites; Advance Preparation Required | At least 1 year of association or nonprofit operations experience. No advance preparation required for course |
Delivery | Group Internet-Based |
CPE/CAE Credits | 1.5 |
Cost: | $0.00 |
Learning Objectives (minimum of 3) |
Learning Objectives of Course: – Understand the Ask, Capture, Act methodology – Learn question asking techniques for improving member engagement outcomes, and improving response rates – Learn how to analyze responses and how this informs the interests of the members – Learn technology tools for acting in real time as a result of captured responses. |
5 Steps to Digital Optimization – Work from Anywhere in 2021 & Beyond
Webinar: group live presented online || Attendance: 68 Associations || Reviews ♦♦♦♦♦ || Good information – thanks! || Thank you. Very Interactive. || Thank you, 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 )
This course is designed to help not-for-profits define the role of hybrid-work– in-office and remote work – in their organization and the best technology approaches to ensure security, productivity, collaboration and cost-effectiveness. You will learn about the “why” behind unified communications (UC), key features and benefits as well as the top considerations when selecting a UCaaS or collaboration platform. Finally, you will learn how to leverage CNSG and Ali Niroo to help you evaluate and select the right technologies for your not-for-profit organization.
- What is the hybrid-work model and is it the future post COVID?
- What is PC-centric and why are organizations moving away from it?
- What are the security implications/threats associated with remote work?
- What is the best technology stack for a hybrid-work model?
- What are key features and benefits of unified communications (UC)?
- What are the top considerations for selecting a UCaaS platform?
- Why should you consider CNSG for your UCaaS and collaboration?
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 | Cost | free |