Category Archives: Uncategorized

Nonprofit GAAP – The new Revenue Recognition standard and what you need to know about it as a nonprofit

Webinar: group live presented online  ||  Attendance: 21 Associations  ||  Great content and Mark?s presentation was very sooth and structured.thanks!

Click here for Recorded Webinar 

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

Title W134: Nonprofit GAAP – The new Revenue Recognition standard and what you need to know about it as a nonprofit
Date Tuesday, December 29, 2020
Time 10:00 am – 11:30 am Eastern Time
Course Description Not-for-profit accounting for exchange transactions can be difficult. Recent accounting standards such as Accounting Standards Codification 606 (ASC 606) can add to the complexity. All transactions with customers must be accessed using the five step approach. Within the five steps are multiple additional considerations that also need to be addressed depending on the nature of the transaction. This webinar will guide you through those five steps and help you apply them to your organization’s transactions with customers. The webinar will help you understand the differences between contributions and exchange transactions.
Instructor Bio: Mark Robins, CPA

• 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

Level Intermediate
CPE (NASBA Category) Accounting
CAE Field of Study Administration
Prerequisites; advance preparation required 1 year experience in public accounting or nonprofit organization.  No advance preparation required
Reviewer Wade Tetsuka, CPA

Bio:  https://www.linkedin.com/in/wadetetsuka/

Delivery Group Live online due to Covid-19
CPE/CAE Credits 1.5
Cost: $0.00
Learning Objectives ·      You will be able to understand the difference between contributions and exchange transactions.

·      You will be able to describe the 5 step approach for recognizing and measuring revenue

·      You will be able to identify contracts, performance obligations and transaction prices for exchange transactions under ASC 606.

·      You will be able to recognize and measure revenue for exchange transaction under ASC 606.

Uncategorized0 comments

Tax Implications of the Cares Act and the newly signed stimulus bill (Nonprofits)

Webinar: group live presented online  ||  Attendance: 34 Associations  ||  Reviews   ♦♦♦♦♦  ||    Great presentation, love US Trans Corp for providing high quality PD content, and glad to learn about the CPE Department today too. PPP2 loan information was incredibly helpful. Thank you! || I have heard Jim speak several times. He is especially clear in explaining complex subject matters. He puts things in context.

Click here for Recorded Webinar 

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

Title Tax Implications of The Cares Act and the newly signed stimulus bill (Nonprofits)
Date: Wednesday, January 13, 2021
Time: 1:00 p.m. – 2:30 pm (EASTERN TIME)
Course Description The CARES Act is the largest economic relief bill in US history, allocating $3 trillion to support individuals and businesses through the
pandemic and economic downturn.   On December 28, 2020 another stimulus bill was signed into law which expanded the scope of the CARES Act.  Learn about the tax implications of provisions of the CARES Act, FFCRA, and the stimulus bill and in particular how it will impact your organization in 2020, 2021 and beyond as an Association, Nonprofit, including 501(c)3 and 501(c)6 organizations.
Instructor Name and Bio: Jennifer Eubanks, CPA, CGMA, CMA

Jennifer is a Certified Public Accountant and holds a Master of Science in Accounting. She’s also earned her CGMA designation and CMA certification. Jennifer is board member for the George Mason School of Business Center for Government Contracting and has been a guest speaker at George Mason University (her alma mater). In addition, she’s a Cohort of the Goldman Sachs 10,000 Small Business Program and member of the Greater Reston Chamber of Commerce, the Small and Emerging Contractors Advisory Forum (SECAF), the AFCEA professional association, the Vistage® CEO network, the Institute of Management Accountants (IMA®), the American Institute of CPAs (AICPA), and the Virginia Society of CPAs (VSCPA). Jennifer was nominated a Top Financial Professional by Northern Virginia Magazine in 2016, 2018, 2019 and 2020.  Jennifer previously served as Controller of a non-profit organization and CFO of an Industry Association.

 

James (Jim) Niblock, JD, CPA

Bio:  LinkedIn Bio

 

Sheetal Sood, CPA, MSACC, MBA

Bio:  LinkedIn Bio

 

Level Intermediate
CPE (NASBA Category) Taxes
CAE (Field of Study) Administration – Financial Management
Prerequisites None, but at least 1-year of accounting experience in public or private nonprofit practice is preferred
Reviewer Wade Tetsuka, CPA

Bio: https://www.linkedin.com/in/wadetetsuka/

Delivery Group Internet Based
CPE / CAE Credits 1.5
Cost: $–
Learning Objectives How the stimulus bill will expand the scope of the CARES Act.

Tax Treatment of PPP-Related Expenses

CARES Act Employee Retention Payroll Tax Credit & Paycheck
Protection Program (PPP)

CARES Act Payroll Tax Deferral

CARES Act Net Operating Loss (NOL) – Retroactive Carry Back
Permitted

Other provisions and clarifications due to the stimulus bill

 

Uncategorized0 comments

Understanding Search & Why Your Organization’s Future Relies on It

Webinar: group live presented online  ||  Attendance: 76 Associations  ||  Reviews   ♦♦♦♦♦  ||   Good presentation. Great to see a use case from AAP and the structure around the solution. || Good presentation. Great to see a use case from AAP and the structure around the solution.  || The presenters were excellent!  ||

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 W133: Understanding Search & Why Your Organization’s Future Relies on It
Date and Time: Wednesday, January 13, 2021 from 11:00 a.m. to 12:30 p.m. (EASTERN TIME)
Description When organizations think of Search, they usually assume the
conversation is about Google. While that’s part of the picture, there
is so much more. Over 50% of users immediately navigate to the
search bar of any website they visit. For associations, a great
search experience is critical because of the amount of content that
they have, usually across multiple websites and web platforms.
Our session will focus on all aspects of search including:

  • Off-site search – SEO and Google searching
  • On-site search – Federated searching of all of your organization’s web platforms
  • Reputation Management
  • Paid Search
Instructor Bios: Jake Toohey

https://www.linkedin.com/in/jaketoohey/
Jake has been a consultant at Adage for 9 years and works
exclusively with association industry clients on everything from web
and content strategy to full-scale digital transformation initiatives.
He is passionate about working on impactful solutions for non-profit
organizations that ultimately make our world a safer, healthier, and
better place to live.

Joe Post
https://www.linkedin.com/in/postjoe/
Joe has a strong belief that many organizations struggle with
marrying their brand story with user experiences that are easy to
use and provide real utility. He provides strategic leadership with
agile design thinking methods that result in great user experiences. A leader of large-scale digital transformations for mid-market
associations who require custom integrations, complex commerce,
marketing operations, and a human-centered approach.
He believes a connection to purpose inspires people and drives
transformation.

 

Eric Matthias

https://www.linkedin.com/in/ericmatthias

Eric Matthias is the Senior Director of Application Development at the American Academy of Pediatrics.  He has been with the AAP for 8 years and leans on his previous experience in the for-profit space to the non-profit industry. Eric is skilled in Electronic Data Interchange (EDI), IT Strategy, Software Development, and Business Intelligence and has been the primary technical lead for the AAP’s Digital Transformation Initiative, which includes revamping their ecommerce, federated search, transcripts platform, my account reimagination, membership improvements, and integrating their entire digital ecosystem.

 

Level Intermediate
NASBA Category Information Technology
CAE (Field of Study) Marketing, Public Relations, & Communications
Prerequisites 1-2 years marketing and/or IT experience
Delivery Group live presented online due to Covid-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives 1. Why developing a content strategy and search go hand-in-hand.

2. How to fully optimize your search experience using
analytics and site search optimizations like synonyms, best-
bets, and auto-completes

3. Off-site search – the second pillar of SEO and
considerations for improving your ranking by thinking
outside of your zone of control

4. On-site search – the third pillar of SEO and a key driver of
member user experience: a single search box to rule them
all

5. Reputation Management – the forth pillar of SEO and how
to take back control of your online reputation, by monitoring
your locations, your reviews, and events by establishing
and monitoring tools like Google My Business

6. Paid Search – accelerate traffic to strategic “corner-stone”
content, and how AI has re-imagined Google Ads

Uncategorized0 comments

Tax Implications of the Cares Act and newly signed stimulus bill – Attend Live Webinar January 13, 2021 or Download the Recorded Webinar from December 29, 2020

♦♦♦♦♦

Timely and highly Informative. Learn about the Tax Implications of the newly signed stimulus bill. Important updated tax rules that will apply for 501(c)3, 501(c)6 and other nonprofits and associations.

There are two (2) ways you can get educated on this now:

1) Register for the group live Webinar coming up on January 13, 2021 at 1:00 p.m. EASTERN TIME and receive 1.5 CPE or CAE credits for attending. Online registration link (no cost to attend): Click here to Register

 

 

2) Watch the recorded Webinar from December 29, 2020 — recorded webinar link is available for free.  (Note: CPE/CAE credits cannot be granted for recorded webinars).

Webinar: group live presented online  ||  Attendance: 40 Associations  ||  Reviews   ♦♦♦♦♦  ||  Very helpful event and the presenter was great! || Highly effective and helpful review of very complex subject.  || Very informative about a subject that has more questions than answers right now. Thank you!  || Timely and excellent presentation.  || Really good session. One of the best of the year.  ||  Really appreciated James and Jen’s clear answers.  || Great presentation! Great information..thank you!

Click for Recorded Webinar 

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

 

Title Tax Implications of The Cares Act and newly signed stimulus bill
Date/Time #1: Tuesday, December 29, 2020 — 12:00 Noon – 1:30 pm (EASTERN TIME)
Date/Time #2: Wednesday, January 13, 2021 —1:00 p.m. – 2:30 pm (EASTERN TIME)
Course Description The CARES Act is the largest economic relief bill in US history, allocating $3 trillion to support individuals and businesses through the pandemic and economic downturn.   On December 28, 2020 another stimulus bill was signed into law which expanded the scope of the CARES Act.  Learn about the tax implications of provisions of the CARES Act, FFCRA, and the stimulus bill and in particular how it will impact your organization in 2020, 2021 and beyond as an Association, Nonprofit, including 501(c)3 and 501(c)6 organizations.
Instructor Name and Bio: Jennifer Eubanks

Jennifer is a Certified Public Accountant and holds a Master of Science in Accounting. She’s also earned her CGMA designation and CMA certification. Jennifer is board member for the George Mason School of Business Center for Government Contracting and has been a guest speaker at George Mason University (her alma mater). In addition, she’s a Cohort of the Goldman Sachs 10,000 Small Business Program and member of the Greater Reston Chamber of Commerce, the Small and Emerging Contractors Advisory Forum (SECAF), the AFCEA professional association, the Vistage® CEO network, the Institute of Management Accountants (IMA®), the American Institute of CPAs (AICPA), and the Virginia Society of CPAs (VSCPA). Jennifer was nominated a Top Financial Professional by Northern Virginia Magazine in 2016, 2018, 2019 and 2020.  Jennifer previously served as Controller of a non-profit organization and CFO of an Industry Association.

 

James (Jim) Niblock, JD, CPA

Bio:  LinkedIn Bio

 

Sheetal Sood, CPA, MSACC, MBA

Bio:  LinkedIn Bio

Level Intermediate
CPE (NASBA Category) Taxes
CAE (Field of Study) Administration – Financial Management
Prerequisites; Advance preparation required At least 1-year of accounting experience in public or private nonprofit practice is preferred.  No advance preparation required
Reviewer Wade Tetsuka, CPA

Bio: https://www.linkedin.com/in/wadetetsuka/

Delivery Group Live presented online due to Covid-19
CPE / CAE Credits 1.5  (Note CPE/CAE credits are not granted for recorded Webinars)  Must attend the Group Live event online to receive CPE/CAE credit.
Cost: $0.00
Learning Objectives How the stimulus bill will expand the scope of the CARES Act.Tax Treatment of PPP-Related Expenses

CARES Act Employee Retention Payroll Tax Credit & Paycheck
Protection Program (PPP)

CARES Act Payroll Tax Deferral

CARES Act Net Operating Loss (NOL) – Retroactive Carry Back
Permitted

Other provisions and clarifications due to the stimulus bill

Uncategorized0 comments

Data Fitness (Associations & Nonprofits): Get Your Data in Shape for 2021

 

Webinar: group live presented online  ||  Attendance: 37 Associations  ||  Reviews   ♦♦♦♦♦  ||  Really great session. THANK YOU. Very helpful structured way to approach the thinking about this topic. ||  That is a very interesting insight about the graduate students and using that data  || This was a very informative session.  || Thank you Wade and team for the opportunity to share. Also thank you Dave for sharing your journey!  ||  A really good session. || Good presentation and structured strategy/process details.

Click here for Recorded Webinar 

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

Title Data Fitness (Associations & Nonprofits): Get Your Data in Shape for 2021
Date Thursday, December 10, 2020
Time 3:30 pm (Eastern Time)
Description Data has become increasingly important over the last decade with the likes of Forrester, Gartner, Forbes, and ASAE citing the benefits of utilizing data to drive decisions as well as the costs of failing to do so. The emergence and lasting effects of COVID-19 has only increased the urgency and necessity of making full use of data and analytics as we adjust to a rapidly shifting landscape with many unknowns.

But what does making use of your data mean, and how does an organization actually do it?

Join us in this session to learn the steps to getting your data in shape for 2021 to inform decisions, adapt to the changing post-COVID climate, and better meet your members and customers’ shifting needs.

Instructor Name Jay Yeo, ORI Results

Dave Jackson, CAE, CPA, MBA, Chief Financial Officer, American Counseling Association

Instructor Name and Bio: Jay Yeo is a consultant and analyst skilled in ensuring client success across diverse qualitative and quantitative research and analytical projects. Ms. Yeo supports various associations, commercial firms, and government agencies by managing structured and unstructured analytical projects, including data benchmarking, collection, modeling, and visualization in alignment with clients’ strategic goals. She is adept at utilizing advanced text analytics methodologies for associations and has presented at several association forums including ASAE, Higher Logic Super Forum, and digitalNow.

 

Dave Jackson, CFO, American Counseling Association

Dave Jackson joined the American Counseling Association (ACA) as the Senior Director of Finance and Administration in May 2016, becoming CFO as of December 2018. Dave joined ACA after a variety of roles within the nonprofit industry including the American Association of Immunologists, Associated Builders and Contractors, National Geographic, and Johnson Lambert. At ACA, Dave oversees the accounting, finance, information technology, office services, contract administration and legal functions. He also providesstrategic advice and budgetary council to all ACA teams, particularly as the organization is on a journey to build the membership value proposition by strengthening content production. Dave is a licensed CPA in the state of Virginia and graduated with his Master’s of Business Administration from the Duke University Fuqua School of Business. He earned his Bachelor’s of Business Administration in Accounting from the College of William and Mary.

Level Intermediate
CPE (NASBA Category) Information Technology
CAE (Field of Study) Administration
Prerequisites; advance preparation required at least 1-year experience in operations in non profit organization.  No advance preparation required.
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives (minimum of 3)
  • Understand the potential sources of data and the benefits of using them in conjunction with one another
  • Identify the data infrastructure needed to support data-driven decision-making
  • Learn how to assess the state of organizational data
  • Determine how to remedy any gaps or data weaknesses
  • Explore possibilities for data use and application

Uncategorized0 comments

Cash Management through Crisis for Nonprofits & Associations

Webinar: group live presented online  ||  Attendance: 27 Associations  ||  Reviews    ||    Good interaction and handoffs between the presenters.

Click here for Recorded Webinar 

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

Title Cash Management through Crisis for Nonprofits & Associations
Date December 9, 2020
Time 1:00 pm – 2:30 pm (EASTERN TIME)
Description COVID19 presents no shortage of challenges for executives leading not for profit organizations.  The magnitude of impact to most not for profit organizations far surpasses initial considerations.  As membership dues and conference registrations decline, many NFP and Associations are facing governance and management considerations related to the COVID19 Crisis.  These include cash management, and tightly related budgeting, forecasting and financial planning techniques, as well as a need to keep board and finance committees well informed with frequent meetings and reports.
Instructor:

 

 

Daniel O’Dea

Dan O’Dea joined CPA Department as Director of Outsourced Accounting, where he leads the accounting team and is responsible for managing the firm’s outsourced accounting function. Dan has been recognized for his extensive experience in accounting and finance, he was peer-selected as CFO Of The Year, by the Charleston CFO Council in 2017. He has worked in a variety of local and national firms as Chief Financial Officer and Controller, as well as having served in the US Navy, and various community non-profit activities. Most recently Dan led finance and logistics operations for international manufacturing in the consumer-packaged goods space. A US Navy veteran, Dan served more than 36 years of active and reserve service as an enlisted member and later as a commissioned officer.  As a Joint Logistics officer, he led logistics operations for U.S. Security Cooperation as well as significant humanitarian assistance and disaster relief experience. When not working Dan enjoys spending time with his family, boating, fishing, and doing a wide variety of outdoor activities.

Jennifer Eubanks

Jennifer is a Certified Public Accountant and holds a Master of Science in Accounting. She’s also earned her CGMA designation and CMA certification. Jennifer is board member for the George Mason School of Business Center for Government Contracting and has been a guest speaker at George Mason University (her alma mater). In addition, she’s a Cohort of the Goldman Sachs 10,000 Small Business Program and member of the Greater Reston Chamber of Commerce, the Small and Emerging Contractors Advisory Forum (SECAF), the AFCEA professional association, the Vistage® CEO network, the Institute of Management Accountants (IMA®), the American Institute of CPAs (AICPA), and the Virginia Society of CPAs (VSCPA). Jennifer was nominated a Top Financial Professional by Northern Virginia Magazine in 2016, 2018, 2019 and 2020.  Jennifer previously served as Controller of a non-profit organization and CFO of an Industry Association.

Level Intermediate
CPE (NASBA Category) Finance
CAE (Field of Study) Administration – Financial Management
Prerequisites Finance and accounting knowledge
Delivery Group live presented online due to COVID-19
CPE / CAE Credits 1.5
Cost: Free
Learning Objectives Preparation of Cash Budgets, Forecasts and Financial Planning

Review of ‘What-if’ Scenarios for Planning

Monitoring of Operating Reserves

Tightening of Cash Management, Cost Containment and Cash Flow

Creating a Culture of Overcommunicating to Boards and Finance Committees

Uncategorized0 comments

PCI Compliance Workshop 101 for Associations

 

Webinar: group live presented online  ||  Attendance: 50 Associations  ||  Reviews   ♦♦♦♦♦  ||   Thanks for providing a relevant presentation.  || Thank you for putting the PCI process into perspective, and for stressing the collaborative between finance, IT, and vendors.

Click here for Recorded Webinar 

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

Title: PCI Compliance Workshop 101 for Associations
Date: December 2, 2020
Time: 1:30 pm – 3:00 pm (EASTERN TIME)
Description: 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.
Instructor Name and Bio: Julie Duncan and Wade Tetsuka, CPA

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 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
CPE (NASBA Category) Specialized Knowledge
CAE (Field of Study) Administration
Prerequisites None
Delivery Group live presented online due to COVID-19
CPE / CAE Credits 1.5
Cost: Free
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

 

Uncategorized0 comments

Business Agility – Pivot or Perish…..

Webinar: group live presented online  ||  Attendance: 14 Associations  ||  Reviews  ||    This was great! Thank you so much.  || Really good topic.

Click here for Recorded Webinar

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

Title Business Agility – Pivot or Perish…..
Date Tuesday, November 24, 2020
Time 11:00 am – 12:30 pm (Eastern Time)
Description Marriott used to have the most rental listing, but now it’s AirBnB and it’s not even close.  The taxi company thought their competitors were other taxi companies.  Younger adults are now doing more cash transactions on Venmo then on any other single mobile platform.  How does a company like Fujifilms pivot to another profitable line of business, while a company like Kodak goes from billions to bankrupt?

This session explores the concepts of Business Agility, the ability for a company to quickly adapt to market conditions both internally and externally.

We will start by exploring the need for business agility and explore what companies have done to enable business agility.  From there, we will showcase some of the key concepts that enable business agility.  This includes:

  • Agile concepts and methods
  • Design thinking
  • Lean startup
  • Business Design Models

This session is interactive and will have a couple of videos as well.  Upon completion, attendees will understand the need for business agility and have some tools to help their organizations align their next moves.

Instructor Name and Company Richard K Cheng, CST, Excella Training | VP of Training & Chief Product Owner
Instructor Bio Excella Training provides transformative training programs in Agile methods such as Scrum and Kanban, as well as in concepts such as Agile Testing and Automation, SAFe, Coaching, Facilitation, and managing User Stories.

A graduate of Virginia Tech and renowned Agile expert, Richard has presented keynote talks at conferences and events around the globe, authored publications on Agile and product management, and is a member of Mensa. Richard has extensive experience working with the federal government, large companies, small startups, non-profits organizations, and associations. In addition to being one of the few Certified Scrum Trainers (CST) accredited by the Scrum Alliance, Richard is also a Certified ScrumMaster (CSM), Certified Scrum Product Owner (CSPO), Certified Scrum Professional (CSP), Certified LeSS Practitioner, Project Management Professional (PMP), PMI Agile Certified Practitioner (PMI-ACP), and SAFe Program Consultant (SPC).

Level Intermediate
CPE (NASBA Category) Business Management & Organization
CAE (Field of Study) Strategic Management
Prerequisites Some management experience
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives (minimum of 3) Coming out of this session you will understand:

  • What Business Agility is
  • The Need for Business Agility
  • Practices that enable Business Agility

Uncategorized0 comments

Enterprise Risk Management for Associations and Nonprofits

Webinar: group live presented online  ||  Attendance: 25 Associations  || Excellent webinar! Thank you so much! || Really helpful since I’m new to this! || Practical tips, use of experts, examples of plans. || I found it valuable that ERM is also about identifying areas that will Make our business better not just “keep us out of trouble” || Thanks for this great presentation.  || The session was interesting, well organized and presented. Both presenters had helpful information and were clearly well prepared. I really appreciate the excellent slides. Thanks for a great learning opportunity! ||

Click here for Recorded Webinar 

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

Title Enterprise Risk Management for Associations and Nonprofits
Date Wednesday, December 9, 2020
Time 11:00 am – 12:30 pm (Eastern Time)
Description How to develop and monitor an enterprise risk management for your organization.  The role of the association executive to identify key risks facing the organization now extends beyond financial risk management and now includes additional issues such as compliance, strategic, operational, and reputational risks. Discussion around the topic of Enterprise Risk Management (ERM) will help prepare the financial executive to contribute to the long-term health of their organization.
Instructor Name and Bio Rob Eby, CPA, CGMA

As the lead partner in Aronson LLC’s Nonprofit & Association Services Group, Rob Eby is a strategic leader with more than 25 years of professional experience. He is a results-driven practitioner who specializes in assurance and consulting services for clients that include associations, faith-based organizations, foundations, schools and service organizations.

Rob’s diverse leadership experience spans the professional and personal divide. In addition to his role at Aronson, he was an adjunct college professor and a winning high school soccer coach. He also chairs the board of the Aronson Foundation and was a board member of Interfaith Works, a nonprofit that serves the needs of poor and homeless populations in Montgomery County. Formerly an executive for a nonprofit organization, Rob is uniquely qualified to understand the demands of nonprofit accounting and leadership.

As an active participant in the accounting profession, Rob has taught numerous CPE classes and presented financial accounting and auditing topics at events that include the National Business Officers Association’s Annual Conference, Greater Washington Society of CPA’s Annual Nonprofit Symposium, and Virginia Society of CPA’s Annual Nonprofit Conference.

He was a contributing author to ASAE’s The Financial Management Handbook for Associations and Nonprofits, and the Nonprofit Controllers Manual, published by Warren, Gorham and Lamont, Inc.

 

Kathy Trahan, CAE, CEO

President, Alliance Safety Council

Since joining Alliance in 2004, Kathy has shifted the focus of the organization more toward its members by streamlining processes and developing products and services that empower member companies to make more effective use of their time and resources.

For more than 12 years, Kathy has been a member of digitalNOW’s Advisory Board, comprised of some of the most accomplished and respected names in association leadership. The group focuses on best and next practices in the world of association management and exposes organizations to strategic ways in which organizations can use technology solutions to assist associations on their digital transformation journey. She’s also been an active member of Louisiana State University’s Construction Industry Advisory Council (CIAC) for seven years and previously served as president. CIAC actively and passionately works to develop tomorrow’s leaders in the world of construction management by making certain the university-level coursework is in alignment with the needs of those hiring the graduates.

Prior to Alliance, Kathy was Director of the Louisiana Center for Petrochemical Training at the Baton Rouge Community College. Kathy spent 10 years working at the PPG chemical plant in Lake Charles as an operator, lab analyst, instrument specialist and active member of PPG’s emergency squad. In 2004, she was awarded the Alden Andre PTEC Service Award for her contribution to workforce development projects. In 2013, Kathy was presented the Craft Education Champion Award by the Greater Baton Rouge Industry Alliance. Most recently, Kathy was recognized as a 2019 Influential Women in Business by the Greater Baton Rouge Business Report.

Kathy holds a bachelor’s degree in electronics from McNeese State University and is a Certified Association Executive.

Level Intermediate
CPE (NASBA Category) Business Management & Organization
CAE (Field of Study) Administration
Prerequisites or advance preparation At least 1-year experience in public or private industry in operations.  No advance preparation needed.
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost: Free
Learning Objectives
  • Learn what Enterprise Risk Management entails
  • Learn how to examine your organization for financial, compliance, strategic, operational, and reputational risks
  • Learn how to offer boards new governance insights and how to communicate key insights regarding your organization.

Uncategorized0 comments

Marketing Automation and AI – How Associations Implement Marketing Automation with AI features for any AMS Solution

Associations Success with AI and Marketing Automation

Webinar: group live presented online  ||  Attendance: 10 Associations  ||  I learned a lot from this session. It was a good overview for me as someone who does not know the details of AI in marketing. ||

Click here for Recorded Webinar 

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

Title Marketing Automation and AI – How Associations Implement Marketing Automation with AI features for any AMS Solution
Date Tuesday, December 8, 2020
Time 9:30 – 11:00 am ET
Description The Term “Artificial Intelligence” seems to be everywhere in today’s world. Since 1955, researchers have been trying to mimic the intelligence of humans and in doing so broaden the opportunity and utilization of this technology across many needs. Since 2015, the bounds of AI and where it can be applied seem to be endless. AI in Marketing is being utilized in key ways that are helping businesses and associations get their messages and offerings out to their audiences in key ways. From personalization to optimization, AI allows Marketers the opportunities to target campaigns in unprecedented ways.

 

In this session, Manav and Todd will discuss a little history of AI, where there has been success and then tie all of this together with utilizing the technology for Marketing your products, services and engagement to your membership. Complete with some examples and a brief show and tell, and you’ll leave this webinar with a better understanding of how AI fits into your marketing mix and key actions to take to both start the conversation in your organization, and build on an existing AI Marketing program.

Instructor Name and Bio Todd M.Tolbert, MBA, CAE

Todd M. Tolbert is a dynamic and creative business leader and trusted executive with extensive experience in delivering transformative internal and customer-facing solutions in support of business growth. Todd’s industry experience includes not-for-profit, association, professional services, media, advertising, consulting, content creation and direct marketing industries. He is adept at leading through collaboration, innovative thinking and execution excellence.

Todd’s experience within the non-profit and association industry includes administrative operations (HR, Technology, Physical Plant), financial, fundraising, membership, membership engagement, global operations and executive leadership. He excels at assessing, developing and shaping strategy and tactics which impact and support mission and vision outcomes, increase revenue and advance operational efficiencies; all leading to organizational success.

Manav Kher

The official gear-head of fusionSpan. Manav has over 18 years of enterprise software development experience and has been leading the software development team at fusionSpan since 2010. Previously he spent 10 years in various development leadership and architect roles in the healthcare industry.

Manav has a Master’s degree in Systems Engineering from the University of Maryland, College Park. He is an avid golfer and spends most Saturday mornings trying to lower his handicap.

Level Beginner
CPE (NASBA Category) Information Technology
CAE (Field of Study) Membership Development
Prerequisites None
Delivery Group live presented online due to COVID-19
CPE/CAE Credits 1.5
Cost Free
Learning Objectives

Learn a little history of Al and see where its success can help you utilize the technology for marketing your products, services, and engagement to your membership.

Gain a better understanding of how AI fits into your marketing mix.

Leave with key actions to help start the conversation in your organization and build on existing Al Marketing programs.

 

Uncategorized0 comments

  • 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.