Category Archives: Uncategorized

Automating Grants Management and Accounting

 

 

 

 

Webinar: group live presented online  ||  Attendance: 30 Associations

*Note: This Webinar was not recorded.

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

 

 

UST WEBINAR SERIES
W290: AUTOMATING GRANTS MANAGEMENT AND ACCOUNTING
TUESDAY, MAY 17, 2022
3:00 PM – 4:30 PM (EASTERN TIME)

This session will provide an overview of the general grant lifecycle which is typical for federal, state, and foundation related grants. It will focus on the different types of cost allocation methods that can be used to charge donors for re-imbursements. Passthrough grants or subawards to grantees will be reviewed. Throughout the session, automating processes will be an underlying theme. The goal is to highlight where manual procedures can be automated to save time and reduce errors. Finally, the session will identify key features to look for when evaluating a grants management solution.

LEARNING OBJECTIVES
  • Understand the typical grants life cycle – from application to close.
  •  Identify typical grant related data elements
  • Specify a grant budget – typical expense categories. Enforce allowable expenses.
  • Classify direct and indirect costs
  • Formulate indirect costs – multiple options (transactional, pooling, negotiated rates)
  • Calculate effort reporting and certification process
  • Understand matching scenarios between grants
SPEAKER BIOS

Mike Canniff
CEO, PyanGo
CEO at PyanGo which creates automated accounting solutions on the NetSuite platform. I have lectured part time at University of the Pacific for the past 20 years. Previously, I was Director of Development for PeopleSoft, acting Chief Technology Officer at San Joaquin Regional Transit District, and principle research analyst at Mercury Consulting. I have a graduate degree from Syracuse in Computer Science.
Level Intermediate 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 At least 1 year of association or nonprofit operations experience. No advance preparation required for course 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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Leading Your Internal Team Through Major Technology Projects

 

 

 

 

Webinar: group live presented online  ||  Attendance: 47 Associations  ||  Reviews   ♦♦♦♦♦  || Thanks, this was excellent. || Thank you for the webinar, really great information given. Thank you to all. || Thank you! Very informative session! || Always good to hear other perspectives/cases on project management – tips/land minds to look for. thank you for the presentations  || This was great, I learned a few new things, but also felt like this showed that I am on the right track with my role.

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
W243: LEADING YOUR INTERNAL TEAM THROUGH MAJOR TECHNOLOGY PROJECTS
TUESDAY, MAY 17, 2022
1:00 PM – 2:30 PM (EASTERN TIME)

A successful technology implementation project depends on more than just the technology you select. It also hinges on how well your internal team partners with your chosen vendor. That partnership has to be managed – often on top of the existing full-time job that your internal project lead already has.

If that project lead is you or someone you’ll be supervising, you’ll want to attend this session to hear from Fíonta’s association and project management experts. Our panel offers strategy and advice based on their collective experience with hundreds of association technology projects. We’ll have time to answer your specific questions too!

In this session, we’ll:

  • Offer strategies for successful internal project management for technology projects.
  • Talk about how to set and reinforce realistic expectations for the project for key stakeholders/team members as an internal project team lead.
  • Discuss how to vet which vendor’s project management practices are the best fit for your association, and what kind of support you should expect from a qualified partner.
LEARNING OBJECTIVES
  • Develop a high-level plan for internal project management for technology initiatives.
  • Create a list of expectations from internal project stakeholders/team members.
  • Build criteria for evaluating which partner offers the project management expertise and methodology that best fits your team and needs.
SPEAKER BIOS

Jenifer Alonzo
Association Practice Lead, Fíonta
Technical and delivery leader with 20 years experience building teams. Helping executives strategize, leveraging organizational growth and efficiency. Supporting teams towards exceptional delivery. 3X Salesforce Certified

Julia Kelmers
Workforce Operations Manager, Fíonta
Julia’s interest in Salesforce led her to Fíonta, where she serves as a project manager. Prior to joining Fíonta, Julia held positions at the Pulitzer Center, NewSchools Venture Fund, the Smithsonian’s National Museum of Natural History, and the Smithsonian’s Central Office of Advancement. In her prior positions, Julia helped her teams execute their goals by implementing best practices and effectively using CRMs. Julia has her B.A. in fine arts with a concentration in ceramics and sculpture from George Washington University. She lives in D.C. where she enjoys running around the city with her dog Sparty, watching reruns of the Great British Bake Off, and checking out new museum exhibits.

Gale Mamatova
Director, Project Management Office, Fíonta
With over 15 years of experience managing projects across non-profit, association, academic and corporate organizations, Gale’s passion has always been to help people solve complex problems. Their Project Management Professional (PMP) certification is a product of a career spent in the trenches and filled with valuable lessons learned from overseeing projects within the healthcare, STEM, education and technology sectors. Gale also has a knack for strategic thinking and business optimization, leading them to acquire a Master’s in Business Administration (MBA) from Kogod School of Business at the American University. They hold a Bachelor of Arts in Government and International Relations from George Mason University. Gale speaks English, Russian, and Uzbek languages and hopes to add a few more in the coming years to this list.
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 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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15 Ways to Take Your Newsletter to the Next Level

 

 

 

Webinar: group live presented online  ||  Attendance: 33 Associations  ||  Reviews   ♦♦♦♦♦  || THANK YOU SO MUCH!! So much great content || Thank you for all the great tips- see you next week! || ALL of the tips were extremely helpful. I will implement several of these in our future weekly newsletters. || So much great information Erica! Compelling subject lines, ideas of content…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
W258: 15 WAYS TO TAKE YOUR NEWSLETTER TO THE NEXT LEVEL
How can you be sure your newsletter is being used to its full capabilities and providing your members with the most cutting edge knowledge?
THURSDAY, MAY 12, 2022
11:00 AM – 12:30 PM (EASTERN TIME)

Many organizations still struggle with email newsletter marketing. They don’t want to send information that is out-of-date and irrelevant but lag behind in keeping their emails current. Email newsletters are a great way to share industry news with your members, but a lot has changed in the world of emailJoin us and learn how to use email newsletter marketing to engage your members about current topics and industry trends, newsletter best practices, increasing engagement, curating outside content and automation.

LEARNING OBJECTIVES
  • Identify ways to leverage new technologies to make your email newsletter more sophisticated.
  • Get some useful ideas for maximizing your newsletter real estate.
  • Learn how to leverage the fundamentals of email engagement for your newsletter.
SPEAKER BIOS

Erica Salm Rench
COO, rasa.io
After working in enrollment management where she focused on recruitment strategy and marketing, Erica managed a team of online marketers at the largest digital marketing company in the Gulf South. There, she supported the web development, SEO, online advertising, and content marketing teams in executing strategies which elevated organizations to stand out and be seen amongst the chaos of the online marketplace. Now, as the Director of Customer Success at rasa.io, she gets to blend her love of customer support and digital marketing technology in order to support the incredible community of rasa.io customers.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Member and Stakeholder Engagement and Management CPE/CAE Credits 1.5
Prerequisites and advance preparation needed Preferably 1-year or more of experience in marketing or membership services/development. 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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Keynote Speaker Series: Leading Courageous Conversations

 

 

 

 

Webinar: group live presented online  ||  Attendance: 22 Associations  ||  Reviews   ♦♦♦♦♦  || I learned a lot too from this short webinar. Thx || Great take away visuals || Wonderful and valuable presentation, Katie. Thank you very much! || Great webinar! Thank you! || Thank you, really stimulating conversation giving me solid tools I can use. || Thank you Katie! Loved the structure of the communication wheel to initiate a conversation the right way. || Present did a great job modeling empathy and logic.

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
W265: KEYNOTE SPEAKER SERIES: LEADING COURAGEOUS CONVERSATIONS
THURSDAY, MAY 12, 2022
1:00 P.M. – 2:00 P.M. EASTERN TIME

Discover the key to handling disagreements with transparency and integrity. Practice simple yet profound models for giving feedback and managing conflict. Learn how to establish safety and avoid silencing. Confidently begin to navigate being direct and kind in everything from an annual performance review to an impromptu disagreement. Interacting in a respectful yet accountable manner are key themes in this module.

LEARNING OBJECTIVES
  • Examine own assessments around conflict.
  • Learn about differing conflict styles.
  • Practice 3 techniques for empowering others during crucial conversations.
SPEAKER BIOS

Katie Richard
Learning & Development Manager, Spectrum Leadership Solutions
Highly driven and poised professional with 16+ years of experience within HR roles including Onboarding, Recruiting, and Training & Event Management. Strong organizational skills and attention to detail to deliver seamless work product inspired by years of experience and a Communications degree from Towson University.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Business Management & Organization – Non-Technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Business Development CPE/CAE Credits 1
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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Collaboration of the Future – Telephony, Mobilization, User Experience. Where Are You Taking Your Association?

 

 

 

 

Webinar: group live presented online  ||  Attendance: 23 Associations  || Thank you this was 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)

 

 

UST WEBINAR SERIES
W235: COLLABORATION OF THE FUTURE – TELEPHONY, MOBILIZATION, USER EXPERIENCE. WHERE ARE YOU TAKING YOUR ASSOCIATION?
WEDNESDAY, MAY 11, 2022
11:00 AM – 12:30 PM (EASTERN TIME)

1. What are some important vendor considerations for UCaaS & Collaboration?

2. What are most relevant features and what are some 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, Proprietary, MetaSwicth Teams, Zoom, with end points such as Cisco, Mitel, Polycom, Yealink, Cisco, etc.)

6. What does Microsoft Teams bring to a remote working environment? Which carriers offer a true Direct Routing solution and which carriers provide a true Native Teams Experience?

7. What are the benefits of Zoom vs. the benefits of Microsoft and/or a hybrid approach?

LEARNING OBJECTIVES
  • 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 Ali Niroo to help you and your organization
SPEAKER BIOS

Adam Kuhn
Director of IT, 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.

Ali Niroo
CNSG Founding Member, AppSmart
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 Sales Engineering, AppSmart
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.
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 $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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PCI Compliance Workshop 101 for Associations

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 18 Associations ||  Great presentation. 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)

 

 

UST WEBINAR SERIES
W250: PCI COMPLIANCE WORKSHOP 101 FOR ASSOCIATIONS
WEDNESDAY, MAY 11, 2022
1:00 P.M. – 2:30 P.M. EASTERN TIME

Did you know that PCI Compliance starts with your finance team.  In this course you will learn best practices of Associations and non profit organizations in for 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

David Schlum
Co-Founder and Software Architect at Added Innovation LLC
David is the co-founder of Added Innovation, LLC. He is a specialist in NetForum Enterprise Association software implementation and support as well as cloud hosting, migration and digital transformation. Added Innovation was founded on a simple principle: software should be developed differently today than it was even five years ago. In some cases even two years ago. If you look at software history, there’s always been a coder enamored with writing as much code as possible – that was the mark of “being a great coder”. As long as you wrote more code than the person next to you, you must be better. At Added Innovation, we write code that’s smarter – not just write more code. We add innovation to other systems. We write our own using the resources available in a massively different and abundant world. If you want better software, if you want the right software and solutions, Added Innovation is just the addition you need. Added Innovation is a software consulting firm specializing in the Abila netFORUM AMS Platform. Cloud-based or on-premise, we can provide a scalable, reliable solution customized just for you.

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 ERP platform which allows the Association to have the lowest possible cost per transaction (Visa/MasterCard/AMEX) Julie joined UST in 2018. Prior to joining UST, Julie served for four years as a Literacy Specialist to learning disabled students in grade school. For 10 years she also co-managed and co-founded a production service business with her husband in the burgeoning film industry in Georgia. This experience helped Julie to gain working knowledge of the broad spectrum of business operations including vendor management, HR, accounting, marketing, sales and customer service. Julie is a graduate of Thomas Edison State University in Trenton, NJ where she earned a Bachelor’s Degree in English – Rhetoric and Communication.

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) Administration CPE/CAE Credits 1.5
Prerequisites and 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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Operating Reserves and the Path to Sustainability

 

 

 

Webinar: group live presented online  ||  Attendance: 29 Associations  ||  Reviews   ♦♦♦♦♦  || Thank you for a great presentation! || Informative presentation – Thanks! || Another excellent seminar, gentlemen. Thank you and I’ll see you next time. || Incredibly helpful. thank you. || Awesome…thanks for this timely presentation! || You guys are great! Thanks  || Great foundation for proposing a policy to the board with several computations to consider and present. || Gellman is a treasure || Excellent talk. Looking forward to your next seminar.

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
W278: OPERATING RESERVES AND THE PATH TO SUSTAINABILITY
TUESDAY, MAY 10, 2022
1:00 P.M. – 2:30 P.M. EASTERN TIME

We will discuss Operating Reserves and the Path to Sustainability where we will explain important core concepts related to operating reserves and connections to enhancing sustainability. Concepts covered will include strategies and goals for building operating reserves, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning, messaging and reporting to your board of directors.

LEARNING OBJECTIVES
  • Learn the operating reserves and the path to sustainability
  • Learn important core concepts related to operating reserves and connections to enhancing sustainability
  • Learn strategies and goals for building operating reserves, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning, messaging and reporting to your board of directors
SPEAKER BIOS

A. Michael Gellman, CPA, CGMA
Co-Founder, Sustainability Education 4 Nonprofits
Mr. Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations. He has more than 35 years’ experience in nonprofit fiscal, financial and accounting systems working as a chief financial, fiscal and management consultant where he has focused on specialized management and advisory services for trade and professional associations, public charities and endowment based foundations. Mr. Gellman has also developed comprehensive budget and projection-based systems in support of senior management and organizational leadership. Mr. Gellman has been designing, installing, interpreting and teaching budget and projection based systems and financial and fiscal management systems for over 30 years.

Paul Preziotti
Partner, Johnson Lambert LLP
Paul Preziotti, CPA, is a Partner for the multi-office CPA firm, Johnson Lambert LLP. He is responsible for providing audit and consulting services to not-for-profit entities and employee benefit plans. He has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Finance Technical Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Organizational Strategy CPE/CAE Credits 1.5
Prerequisites and 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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Revenue Growth and 6 Common E-Commerce Mistakes for Office Supply /JanSan Dealers to Avoid

 

 

 

Webinar: group live presented online  ||  Attendance: 26 Associations  ||  Reviews   ♦♦♦♦♦  || I appreciate the concise and complete information. || Good tips to review and consider with internal teams || I really appreciate how great an overview this was || Comment  || Thank you, Great information. || Great advice on getting the most from ecommerce

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
B133: REVENUE GROWTH AND 6 COMMON E-COMMERCE MISTAKES FOR OFFICE SUPPLY /JANSAN DEALERS TO AVOID
THURSDAY, MAY 5, 2022
3:00 PM – 4:30 PM (EASTERN TIME)

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
SPEAKER BIOS

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 hundreds of dealers establish and enhance their e-commerce offerings. Andy has spent his entire career in the office product industry, primarily focused on dealer automation and e-commerce. Prior to joining the GOPD team, he worked across all ends of the office products e-commerce spectrum, from his father’s office supply store and a large dealership to several software companies and Essendent, one of the largest wholesale distributors in the country. Andy’s most frequent advice to the dealers he works with is to put an emphasis on their customers first, with automation quickly following.

Donna Snyder
President & Co-Owner, GOPD, LLC
Donna Snyder has been involved in the business products industry for over 30 years. As an industry veteran, her multi-channel experience encompasses software, office supplies, procurement outsourcing/distribution and furniture manufacturing. Previous experience includes serving as the principal of Atlanta-based Corporate Distribution Services, which provided corporate procurement and outsourcing of OP and MRO supplies and services. She also worked as a sales and national account management for Atlanta-based dealer Capital Office Supply, and in dealer training and support for Supreme Equipment, a filing system manufacturer.
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Business Management & Organization Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Strategic Management & Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed Owners / decision makers, Sales Manager, IT or Systems Person 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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How to Increase Engagement Through Personalization

 

 

 

 

Webinar: group live presented online  ||  Attendance: 109 Associations  ||  Reviews   ♦♦♦♦♦  || Thank you so much for the specific examples. Great information and presentation. Great chat too! || I learned a lot. Thank you so much. || Thoughtful content. Good job. || Thank you, engaging presentation. || I enjoyed hearing other business studies, always gives ideas. Thanks! || Great explanation of the difference between personalization and individualized conversation, intriguing approach to marketing || Great lessons on new ways to engage members || The presentation gave me a different way of thinking about member engagement, well done! || Jamielah was very effective – great examples and 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
W260: HOW TO INCREASE ENGAGEMENT THROUGH PERSONALIZATION
WEDNESDAY, MAY 4, 2022
11:00 AM – 12:30 PM (EASTERN TIME)

Are you still communicating to members as segments, based on their behaviors and transactions? Or to The Market of One?

 

Each individual in your community, member or not, has her own set of needs that your association is trying to meet. Traditional marketing has us speaking to segments based on behaviors and transactions. And often, traditional broadcasts are about what the association has to offer rather than what the member actually needs right then and there.

 

Instead of building campaigns around segments and broadcasting information, focusing on “The Market of One” connects associations and individuals by asking questions regularly over time to understand and immediately act on member needs.

 

See how associations are using a conversational approach to member communications – talking  to “The Market of One” – to gain member insights and drive action.

LEARNING OBJECTIVES
  • Understand the contrast between traditional and conversational methods of member communications and develop methods for starting conversations with individual members.
  • Explore The Market of One, and be able to implement strategies and use cases that enable one-on-one association staff to member communications.
  • Gain use case campaign examples in the areas of member recruitment/renewals, event engagement, member profile building and utilize them in future strategic planning.
SPEAKER BIOS

Dave Will
Co-Founder and CEO, PropFuel
While working for SAP, a multi-billion dollar software company, nearly 20 years ago, I was advised to “walk faster and smile less, because perception is reality”. I took this to heart and started a business based around the antithesis of this advice.​It was 2001 when I started what became Peach, a Learning Platform software company, and recently finalized a successful sale to AKKR, a private equity firm. Currently, I’m working on PropFuel, a Conversational Engagement Platform designed to help make email, SMS and web communications more human. (www.propfuel.com)

Jemilah Senter
VP, Marketing and Communications, MCI
Hey, you. Thanks for stopping by! If you are looking to learn a bit more about Jemilah Senter, you’ve come to a good place—read on and get in touch. While I sometimes find it jarring to realize that I’ve racked up 20+ years as a marcomm nerd, I admittedly sometimes also feel very much like I’m just getting started—and I LOVE it! Why? Because in the profession of marketing the field is CONSTANTLY changing. In fact, it’s the breadth of the discipline that convinced me back then that I would never have a boring day at work. And for the most part, that has held true. I’m fortunate to have had a career highlighted with incredible opportunities to do what I love for fantastic companies and nonprofits. In addition to being a change agent, people would describe me as being driven, visionary, creative, results-oriented, curious, passionate, persuasive, and savvy. Throughout my career I have demonstrated a can-do attitude, delivering results others believed to be impossible. I build and lead teams to success through being open, honest, fair, clear, and encouraging. I prioritize working strategically, cross-functionally, and collaboratively. I also have been known to bring about laughter in the workplace because I like corny jokes. It’s important to me that my work contributes to the greater good and betterment of society in some way. Whether through strategically-focused organizational advancement initiatives or integrated marketing and communications campaigns, I get excited about opportunities to do good, to make it better, and to strive for great. What do you say we collaborate?
Level Intermediate Delivery Group Internet-Based
CPE(NASBA Category) Communications and Marketing Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Marketing & Communications 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
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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How to Co-Create Impactful Video Content with Event Attendees, Speakers, and Sponsors

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 33 Associations  ||  Reviews   ♦♦♦♦♦  || This was time well spent – thank you all! || This was awesome. Thank you all! || Thank you! So insightful! || Thank you! Loved the content || Loved the discussion between the panelists!

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
W238: HOW TO CO-CREATE IMPACTFUL VIDEO CONTENT WITH EVENT ATTENDEES, SPEAKERS, AND SPONSORS
THURSDAY, APRIL 21, 2022
1:00 P.M. – 2:30 P.M. EASTERN TIME

The event landscape has totally changed. Many event planners are finding it challenging to reach the same levels of attendance and engagement at their live events as they did in the pre-pandemic world. That’s because event attendees’ expectations have totally changed. In today’s world, event planners must innovate and offer attendees unique, fun and memorable experiences in order to achieve the same impact. And, ensuring the engagement continues long after the event is over is paramount. With video, organizations are achieving these goals.

Join Joel Resnik, co-founder and Chief Revenue Officer at Gather Voices, Drew Holmgreen, Vice President of Brand Engagement at Meeting Professionals International, and Erica Kingler, Senior Director of Marketing from the Association for Accessible Medicines, to explore real world examples of how organizations are using authentic video content from real people to maximize the impact of their live events.

LEARNING OBJECTIVES
  • Summarize the process of gathering, building, and publishing user-generated content before, during and after live events.
  • Assess the organization’s strategic initiatives to identify areas of opportunity to include more authentic video content co-created with members who attend your events.
  • Design a request for user-generated video content and identify execution tactics to use at the event.
SPEAKER BIOS

Joel Resnik
Chief Revenue Officer, Gather Voices
Joel Resnik is the co-founder and Chief Revenue Officer at Gather Voices, a technology company that automates the creation, management and publishing of video content. He’s passionate about helping nonprofits generate more donation revenue, keep their communities engaged, and accelerate their impact.

Drew Holmgreen
Vice President of Brand Engagement, Meeting Professionals International
Drew has a B.A. in Advertising from the University of Texas at Austin and started his career at McCann-Erickson Southwest working in new business and on a range of accounts. He’s been at Proof Advertising, TM Advertising and more recently Belmont Icehouse, where he helped grow a small boutique agency into a recognized creative powerhouse. Currently, Drew serves as the Vice President of Brand Engagement at Meeting Professionals International; responsible for the organization’s global brand footprint and retaining, acquiring and engaging its worldwide community of meeting and event professionals. Throughout his more than 20 years in marketing and communications, he’s helped rack up success stories that cover a vast multitude of industries, while gaining awards in media that range from television to print, digital, experiential and beyond. In addition to his work at MPI, Drew’s client experience includes 7-Eleven, Austin Convention & Visitors Bureau, Baylor University, Bell Helicopter, Big Bend Brewing Co, Dallas Area Rapid Transit Authority, E-Z-GO, Hilton Austin, HP Byron Nelson Championship, La Quinta, Lower Colorado River Authority, Mattress Firm, Radisson, Sport Chalet, Tarrant County Public Health, Texas A&M University, Texas Health and Human Services Commission, Texas Health Resources, Texas Tourism, Town of Addison, Visit Big Bend and VisitDFW to name a few. Married for 17 years to a gorgeous UT alum, Drew has a son named George, dog named Charlie Biscuits and cat named Max Powercat. When not trying the latest craft beer, you’ll find him on the nearest trail; running, hiking or walking, oftentimes with some of those mentioned previously, except Max Powercat.

Erica Klinger
Senior Director of Marketing, Association for Accessible Medicines
Erica Klinger is the Senior Director of Marketing at the Association for Accessible Medicines, the advocacy arm of the generics and biosimilars industry, where she works to ensure greater patient access to generic and biosimilar medicines. At AAM, Erica uses emerging digital and social media marketing techniques to convene, educate and activate a diverse group of stakeholders to achieve priority goals. Prior to joining AAM, Erica was the Director of Interactive Promotion and Strategy at St. Jude Children’s Research Hospital and the Director of Marketing at Seattle Foundation. Erica has held VP channel strategy, creative director, senior digital strategist and web developer roles at digital agencies and directed the digital creative, applications and ad campaigns for Fortune 500 companies including Hilton Worldwide and FedEx. Erica’s unique experience as a digital pioneer and strategic marketer have created unprecedented campaign results and earned her speaking appearances and podcasts including Voices of Advocacy podcast, Advocacy Desk podcast, Public Affairs Council Advocacy Conference 2020, National Press Club’s PR Summit DC 2019, ASAE 2019 Annual Conference, CommA Conference for Foundations and the first-ever Google Nonprofit Summit in DC. Erica enjoys using sophisticated digital strategies to digitally transform organizations and crafting high-value, educational consumer content. A mother of three with a passion for the outdoors, Erica enjoys spending time with her family, her Red Fox Lab Gleyber and hiking in her free time.
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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