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
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

UncategorizedApr 22nd, 20210 comments

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

UncategorizedApr 22nd, 20210 comments

Advocacy: 5 Effective Strategies for Managing Fast-Moving Issues

 

 

 

 

 

 

 

 

 

 

 

 

 

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

Click here for Recorded Webinar 

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

 

 

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

UncategorizedApr 13th, 20210 comments

7 Reasons Your Business Needs Data Recovery and Backup

 

 

 

 

 

 

 

 

 

 

 

 

 

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

Click here for Recorded Webinar 

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

 

How can you shift from a traditional cyber security approach to an approach that will mitigate today’s risks?

The many cyber attacks and data breaches worldwide show that these incidents are becoming more intense, are on the rise, and the environment has become much more complex to secure.

Many of the current security methods, tools, and techniques used by businesses to secure their environment and protect their brand have been effective so far, but attacks are now coming from all directions. Hackers, hacktivists, cyber criminals, nation states, and insiders (like employees) are all pounding security protocols to find a weak spot to get in.

Knowing that data streams in from various entry points, organizations that still differentiate between internal and perimeter security should urgently reconsider their security approach—specifically the roll of digital assets (i.e., domains, domain name system (DNS), and digital certificates)—in enabling the day-to-day successful operation of their business.

LEARNING OBJECTIVES
  • Digital Assets Management Best Practices (Core Domain Name Portfolio – Defensive Portfolio – Consumer Grade vs Enterprise Security)
  • Alignment of domain names portfolio and infringement landscape.
  • How to protect your organization and end users online.
SPEAKER BIOS

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

UncategorizedApr 13th, 20210 comments

eCommerce: More Leads, Faster Conversions, Bigger Orders

 

 

 

 

 

 

 

 

 

 

 

 

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

 

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

 

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

Some reasons you will want to attend:

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

2.     You want to understand customer loyalty

3.     You want to increase conversion rates to boost profits

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

LEARNING OBJECTIVES

 

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

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

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

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

UncategorizedApr 13th, 20210 comments

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.

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

Adam Kostopoulos, CPA
Solutions Consultant, NewGen Business Solutions,
Awards: NetSuite Solution Consultant North America MVP (2017) Specialties: Information Technology, pre-sales consulting, sales engineering, sales consulting, project management, professional services, enterprise resource planning, customer relationship management, business process automation, relational databases, technology solutions, cost accounting. Focused, creative and strategic thinking technical sales professional with 8+ years of experience in the business technology and consulting space. Successful track record of forging customer alliances, digging for and understanding challenges, building consensus and designing and articulating a vision of success across the C-suite, managers and their staff. Recognized for ability to bridge the gap between quantifiable business value and technology.

Shane Ellison
VP, NewGen Business Solutions, Inc.

Marsh McHenry
Netsuite Practice Leader, UST
Prior to joining U.S. Transactions Corp., Marsh McHenry has been involved in some of the most competitive areas of direct marketing sales since the late 90’s and was a top trainer for some of the largest sales organizations in the world. Since joining UST in 2012, he has been responsible for our managing our clients who are part of the ComdataDirect Network. Marsh also works with some of our Fortune 1000 company relationships to help them expand their use of MasterCard/Visa ePayables, and with their suppliers who need to minimize the cost/fees of credit card acceptance. Marsh is upbeat, positive, and very pro-active in managing his customers needs, so our clients enjoy working with him. Marsh is based in Austin, TX

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. Wade is based in Leesburg, VA (Washington, DC)
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

UncategorizedApr 5th, 20210 comments

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.

LEARNING OBJECTIVES

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.
SPEAKER BIOS

Mark Robins, CPA
Partner
– Partner, Assurance Services at Aronson LLC – Over 10 years of experience in public accounting – Specialize in nonprofit financial reporting and auditing – Conducts regular seminars and workshops internally and externally on various topics in accounting and auditing – Member of the AICPA – B.S. degree in accounting, California State University Northridge

Eric Hittle, CPA
Manager, Assurance Services
Eric Hittle is a manager in Aronson’s Nonprofit & Association Services Groups. He has over eight years of public accounting experience, in which he has focused nearly exclusively on the nonprofit industry. Eric’s specialized expertise includes financial statement audits and Uniform Guidance compliance audits for exempt organizations. Eric also offers significant internal controls testing experience and strong research and analytic abilities. Eric graduated from Montana State University-Bozeman with a Master of Professional Accountancy. He also received a Master of Science in Cell and Molecular Biology from Tulane University and a Bachelor of Science in Microbiology from Montana State University.
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

UncategorizedApr 5th, 20210 comments

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.

 

UncategorizedApr 5th, 20210 comments

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

 
Date:

 

 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.

 
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.

UncategorizedApr 5th, 20210 comments

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.

 

LEARNING OBJECTIVES
  • 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?
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 Cost free

UncategorizedApr 5th, 20210 comments

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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.

@ 2021 U.S. Transactions Corporation        44044 Riverpoint Drive, Leesburg, VA 20176       Phone:  (866) 442-3327      Fax:  (866) 511-0935