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.

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.

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 They don’t want to send information that is out-of-date and irrelevant but lag behind in keeping their emails current.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 email. Join 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.

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.

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?

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.

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.

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.

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.

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.