CPE/CAE Webinar Calendar

U.S. Transactions Corp. is a

CAE and CPE Approved Provider

U.S. Transactions Corp. (UST Education) is pleased to provide you market-leading educational content through our webinar series which feature the most highly regarded industry experts. Unless otherwise noted, attendees will earn Certified Association Executive (CAE) credits towards the American Society of Association Executive initial certification or ongoing continuing education requirements. Likewise attendees may earn Continuing Professional Education (CPE) credits as required for active CPAs, CFPs and EAs.

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.

Announcement: This summer 2021 (July-Sept), UST Education is offering a “Demo Series” of Webinars featuring some of the newest and most powerful artificial intelligence (AI) software applications used by Associations. Because these will be demos by the product vendors, there will not be CAE or CPE credits granted. Nevertheless, these webinars will have a lot of audience engagement as do all UST Education webinars, so come ready to ask questions to the presenters and even to learn from other association peers in attendance.

Events this Week

Tuesday, November 30, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet-Based

W217: Keynote Speaker Series: The Profitability of an Engaged Workforce: How to Engage, Motivate and Inspire

Associations/Nonprofits and B2B

INSTRUCTOR: Bruce Lee, Event Speaker, Coach, Author || CREDITS: CPE 1.5 hours (NASBA Category: Personnel / Human Resources) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Thursday, December 2, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME

Group Internet-Based

W218: 15 Ways to Take Your Newsletter to the Next Level

Associations and Nonprofits

INSTRUCTOR: Erica Salm Rench, Director of Client and Market Success, Rasa.io || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

UPCOMING EVENTS

Tuesday, December 7, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W219: 5 Digital Non-Dues Revenue Models that work for both Members AND Sponsors

Associations and Nonprofits

INSTRUCTORS: Dan Stevens, President, WorkerBee.tv. || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

Wednesday, December 8, 2021
1:00 p.m. - 2:30 p.m. EASTERN TIME

Group Internet-Based

W211: Cyber Security Issues and Insurance Implications – What you need to know for 2022 and Beyond

Associations and Nonprofits

INSTRUCTOR: James Marquis, Chief Innovation Officer, 501Works (Moderator); Derek S. Symer, Partner, AHT Insurance; Dave Fitzsimmons, Sr. Vice President of Finance and Administration, National Association of Chain Drug Stores; Rich Gatz, Claims Counsel, Coalition, Inc. || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Thursday, December 9, 2021
3:00 PM - 4:30 PM (EASTERN TIME)

Group Internet-Based

W215: Budgeting: Impact, Governance and the Future ** 5 Progressive Budgeting Innovations

Associations and Nonprofits

INSTRUCTOR: A. Michael Gellman, CPA, CGMA, Co-Founder at Sustainability Education 4 Nonprofits; Paul Preziotti, Partner, Johnson Lambert LLP || CREDITS: CPE 1.5 hours (NASBA Category: Finance Technical) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

Tuesday, December 14, 2021
1:00 p.m. - 2:30 p.m. EASTERN TIME

Group Internet-Based

W224: Monthly Cadence: Your Key to a Seamless Fiscal Year End

Associations and Nonprofits

INSTRUCTORS: Gerardo Martinez, Accounting Consultant, The McKelvey Group, Inc.; Traci Vagnucci, Controller, The McKelvey Group || CREDITS: CPE 1.5 hours (NASBA Category: Finance - Technical) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $--

Wednesday, December 15, 2021
3:00 PM - 4:30 PM (EASTERN TIME)

Group Internet-Based

B121: How to write an RFP (Request for Proposal) for merchant services. Improving your business process and net income

Associations and B2B

INSTRUCTORS: Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, President, UST, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Wednesday, December 15, 2021
1:00 p.m. - 2:30 p.m. EASTERN TIME

Group Internet-Based

W222: Stop Creeping Out Your Members: How to Connect in a New Age of Privacy Expectations (and Worthless Open Rates)

Associations and Nonprofits

INSTRUCTORS: Brianne Wheeler, Director of Marketing, PropFuel; Katy Lerman, Senior Manager, Membership Marketing & Engagement, American Academy of Pediatrics || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing & Communications) || COST: $--

Thursday, December 30, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W231: U.S. GAAP Knowledge Series: Implementing ASC 842 accounting for Leases

Associations and Nonprofits

INSTRUCTOR: Mark Robins, CPA, Partner, Aronson LLC || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $--

Thursday, January 13, 2022
1:00 p.m. - 2:30 p.m. EASTERN TIME

Group Internet-Based

B123: Revenue Growth and 6 Common E-Commerce Mistakes for Office Supply /JanSan Dealers to Avoid

Associations and Nonprofits, B2B

INSTRUCTOR: Donna Snyder, President & Co-Owner, GOPD LLC || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Strategic Management & Administration) || COST: $---

Tuesday, January 18, 2022
1:00 pm - 2:30 pm (EASTERN TIME)

Group Internet-Based

N113: Best Budgeting Practices – Beginning to End

NetSuite/Associations

INSTRUCTORS: Mike Canniff, CEO, PyanGo || CREDITS: CPE 1.5 hours (NASBA Category: Finance - Technical) || CREDITS: CAE 1.5 hours (Field of Study: Strategic Management) || COST: $---

Wednesday, January 19, 2022
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W214: 5 Key Tactics for Financial Communications to Your Board (Associations & Non-Profits)

Associations and Nonprofits

INSTRUCTOR: A. Michael Gellman, CPA, CGMA, Co-Founder at Sustainability Education 4 Nonprofits; Paul Preziotti, Partner, Johnson Lambert LLP || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

Thursday, January 20, 2022
1:00 p.m. - 2:30 p.m. EASTERN TIME

Group Internet-Based

W227: Best of Both Worlds: Mastering Hybrid Work Environments

Associations and Nonprofits

INSTRUCTOR: Heinan Landa, Founder, Optimal Networks || CREDITS: CPE 1.5 hours (NASBA Category: TBD) || CREDITS: CAE 1.5 hours (Subject Domain: TBD) || COST: $---

January (TBD)

Group Internet-Based

B110: Beyond DCAA Compliance – Making your Accounting/ ERP system a tool for growth/scale

NAV - Business Central

INSTRUCTORS: Paul Skurpski, VP of Sales for GovCon365, XTIVIA, Inc.; Mark Lahart, Microsoft Business Central GovCon365 Sales, XTIVIA, Inc. || CREDITS: CPE 1.5 hours (NASBA Category: Finances); || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $0

Tuesday, February 1, 2022
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W226: Returning to the Office? Top 3 Areas to Focus on for an Optimized Post-Pandemic Workplace

Associations and Nonprofits

INSTRUCTORS: David DeCillis, CISSP, Senior Product Specialist, Network & Security; John Cooper, Senior Solution Specialist, UCaaS/CCaaS; Jim Begley, Director of Cloud Solutions; Jeff Milford, Director, Unified Communications Solutions; Michael Shonholz, Chief Revenue Officer, ARG || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Domain: Administration) || COST: $---

Thursday, March 24, 2022
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W232: Successful Marketing Automation Practices with Pardot or Hubspot

Associations and Nonprofits

INSTRUCTOR: Manav Kher, Co-founder, fusionSpan || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Subject Domain: TBD) || COST: $---

Past Events

Tuesday, November 16, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W216: 7 Ways to Recruit and Retain Revenue Generating Talent During the Great Resignation

Associations and Nonprofits, B2B

INSTRUCTOR: Lori Zoss Kraska, MBA, CFRE, Founder and Chief Principal, Growth Owl, LLC || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Strategic Management & Administration) || COST: $---

Tuesday, November 16, 2021
2:00 p.m. - 3:30 p.m. EASTERN TIME

Group Internet-Based

W220: Your Top Digital Marketing Trends & Opportunities in 2022

Associations and Nonprofits

INSTRUCTORS: Alfred McKelvy, Sr. Director, Strategic Partnerships at Multiview; Michael Candela, EVP, Strategic Partnerships at Multiview || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Domain: Marketing & Communications) || COST: $---

Tuesday, November 9, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

B122: Keynote Speaker Series: Strategic Evolution: Driving Superior Growth and Performance in your Organization

B2B ORGANIZATIONS / ASSOCIATIONS

INSTRUCTOR: Don Schmincke, Author and Speaker, Sage Leadership || CREDITS: CPE 1.5 hours (NASBA Category: Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Executive Leadership) || COST: $--

Tuesday, November 9, 2021
1:00 PM - 2:30 PM (EASTERN TIME)

Group Internet-Based

W223: Non-Profit / Association Accounting Webinar Series: Basics and Best Practices

Associations and Nonprofits

INSTRUCTORS: Gerardo Martinez, Accounting Consultant, The McKelvey Group, Inc.; Traci Vagnucci, Controller, The McKelvey Group || CREDITS: CPE 1.5 hours (NASBA Category: TBD) || CREDITS: CAE 1.5 hours (Domain: TBD) || COST: $--

Wednesday, November 3, 2021
3:00 PM - 4:30 PM (EASTERN TIME)

Group Internet-Based

B119: Keynote Speaker Series: Leading at 90 Below Zero – A Unique Look at Leadership

B2B/Associations

Instructor: Antarctic Mike (Mike Pierce), Author, Keynote Speaker || 1.5 CAE/CPE Credits || CAE Subject domain: Executive Leadership || NASBA Category: Business Management and Organization || COST: $--

Wednesday, October 27, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W198: Association/Nonprofit Board of Directors: Governance, Risk Management & Training

INSTRUCTORS: Rich Bar, Partner, Nonprofit Practice Leader, GKG Law || CREDITS: CPE 1.5 hours (NASBA Category: Business Law) || CREDITS: CAE 1.5 hours (Domain: Governance) || COST: $--

Wednesday, October 27, 2021
3:00 PM - 4:30 PM (EASTERN TIME)

Group Internet-Based

W213: Are You Truly Agile? Exploring Agile Values and Principles

Associations and Nonprofits

INSTRUCTOR: Richard Cheng, VP of Training, Chief Product Owner, NextUp Solutions || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

Tuesday, October 26, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

W195: Unrelated Business Income Tax (UBIT)- Latest Update Nonprofits & Associations

Associations and Nonprofits

INSTRUCTOR: Daniel Sharp, CPA, Senior Tax Manager, CPA Department || CREDITS: CPE 1.5 hours (NASBA Category: Taxes) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST $--

Tuesday, October 26, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W206: Inside a Ransomware Attack: Understanding the Threat and How to Protect Your Organization

Associations and B2B

INSTRUCTORS: Mike Shonholz, Chief Revenue Officer, ARG, Inc.; David DeCillis, Senior Product Specialist, ARG, Inc.; Stephen Murphy, Vice President, ARG, Inc. || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Thursday, October 21, 2021
11:00 am - 12:00 pm (EASTERN TIME)

Group Internet-Based

W171: [Demo Series] Artificial Intelligence (AI) Solutions for Associations — Rasa eNewsletters

Associations and Nonprofits

INSTRUCTORS: Erica Salm Rench, Director of Client and Market Success, Rasa.io || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS and NOT OPEN TO THE VENDOR COMMUNITY || COST: $--

Wednesday, October 20, 2021
3:00 PM - 4:30 PM (EASTERN TIME)

Group Internet-Based

W182: Association/Nonprofit IT Threats in the New Normal

Associations and Nonprofits

INSTRUCTORS: Azunna E. Anyanwu, Director & Technology Advisor, Aronson; Rob Eby, Partner, Aronson. || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $--

Wednesday, October 13, 2021
1:00 PM - 2:30 PM (EASTERN TIME)

Group Internet-Based

W208: Secrets of Successful Awards Programs

Associations and Nonprofits

INSTRUCTOR: Jordan Volpe, VP of Marketing, OpenWater || CREDITS: CPE 1.5 hours (NASBA Category: Communications and Marketing) || CREDITS: CAE 1.5 hours (Subject Domain: Business Development) || COST: $---

Thursday, October 7, 2021
2:00 PM - 3:30 PM (EASTERN TIME)

Group Internet-Based

W205: Nonprofit GAAP – The new Revenue Recognition standard and what you need to know about it as a nonprofit

Associations and Nonprofits

INSTRUCTOR: Mark Robins, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $--

Wednesday, October 6, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W204: 3 Ways to mine your AMS data to create and execute a profitable member engagement strategy (with minimal staff time)

Associations and Nonprofits

INSTRUCTORS: Thomas Altman, Founder, Tasio || CREDITS: CPE 1.5 hours (NASBA Category: Communications and Marketing) || CREDITS: CAE 1.5 hours (Subject Domain: Member and Stakeholder Engagement and Management) || COST: $--

Wednesday, October 6, 2021
3:00 PM - 4:30 PM (EASTERN TIME)

Group Internet-Based

W210: How Employee Benefits Impact Hiring & Retaining Talent

Associations and Nonprofits

INSTRUCTOR: Dario Campolattaro, Regional Employee Benefits Platform Leader, Hilb Group || CREDITS: CPE 1.5 hours (NASBA Category: Personnel/Human Resources - Non-technical) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Tuesday, October 5, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W200: Integration Platforms: A more strategic approach to connecting your data

Associations and Nonprofits

Instructors: Hans Stechl, Meta-Dao; and Justin Burniske, Meta-Dao || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $--

Thursday, September 30, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet-Based

W207: The New NetForum Cloud and Microsoft Azure

Associations and Nonprofits

INSTRUCTORS: Matt Rohrer, Sales Engineer, NetForum Enterprise; Rebecca Duff, PMP, Director of Customer Success, Nucleus || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Thursday, September 30, 2021
1:00 p.m. - 2:00 p.m. EASTERN TIME

Group Internet-Based

W212 : [DEMO] Budgeting for Nonprofit Organizations: Leave the spreadsheets behind

Associations and Nonprofits

This Demo Series Webinar is open only to Association executives and staff and is not open to the vendor community || INSTRUCTOR: Brian Walker, Director, Nonprofit at Questica || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS || COST: $--

Wednesday, September 29, 2021
3:00 p.m. - 4:30 p.m. EASTERN TIME

Group Internet-Based

W178: Using your Data to find New Revenue Opportunities

Associations and Nonprofits

INSTRUCTORS: Julie Sciullo, CEO; David DeLorenzo, COO, Association Analytics || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Business Development) || COST: $--

Wednesday, September 29, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W197: Navigating Key Legal Issues of Hybrid & In-Person Events Post-COVID

INSTRUCTOR: Rich Bar, Nonprofit Practice Group Leader, Partner GKG Law || CREDITS: CPE 1.5 hours (NASBA Category: Business Law) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $--

Tuesday, September 28, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME

Group Internet-Based

W188: Association/Nonprofit Events: 5 Ways to use Video to Maximize Sponsor & Attendee Engagement

Associations and Nonprofits

INSTRUCTORS: Michael Hoffman, CEO & Founder, Gather Voices; Fallon Cryer, co-founder and Partner, beedance || || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Business Development) || COST: $--

Tuesday, September 28, 2021
3:00 PM - 4:30 PM (EASTERN TIME)

Group Internet-Based

W201: PCI Compliance Workshop 101 for Associations

PCI for Associations

INSTRUCTORS: David Schlum, Co-Founder and Software Architect at Added Innovation LLC; Julie Duncan, Wade Tetsuka, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Thursday, September 23, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W181: Hot Topics in Tax for Business Associations

Associations and Nonprofits

INSTRUCTORS: Stacy Cullen, Tax Director, Aronson; Michael Colavito, State & Local Tax Director, Aronson || CREDITS: CPE 1.5 hours (NASBA Category: Taxes) || CREDITS: CPE/CAE 1.5 hours (Domain: Operations) || COST: $--

Tuesday, September 21, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet Based

W169: Advocacy: 5 Effective Strategies for Managing Fast-Moving Issues

Associations and Nonprofits

INSTRUCTOR: Jeb Ory, President & CSO, Phone2Action || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Advocacy) || COST: $---

Tuesday, September 21, 2021
1:00 pm - 2:30 pm (EASTERN TIME)

Group Internet-Based

W203: Automating Grants Management and Accounting

Associations and Nonprofits

INSTRUCTOR: Mike Canniff, CEO, PyanGo || CREDITS: CPE 1.5 hours (NASBA Category: Finance - Technical) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Tuesday, September 21, 2021
3:00 p.m. - 4:30 p.m. EASTERN TIME

Group Internet-Based

B118: 5 Reasons Business Owners are Investing Millions in Cryptocurrency

B2B/Associations

INSTRUCTORS: Austin McHenry, Crypto Practice Leader, U.S. Transactions Corp; Corey Glaze, Chief Product Officer, Tern; Vince Wicker, Financial &Data Analytics Specialist || CREDITS: CPE 1.5 hours (NASBA Category: Economics) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Thursday, September 16, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet-Based

W180: Nonprofit GAAP: Accounting for the Impact of the New Lease Standard

Associations and Nonprofits

INSTRUCTORS: Mark Robins, CPA; Will Donahue, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Wednesday, September 15, 2021
1:00 pm - 2:30 pm (EASTERN TIME)

Group Internet-Based

B117: B2B Cloud Commerce for the D365 Enterprise – 5 Steps to Deeper Customer Interactions & Sales Analytics

B2B/B2G

INSTRUCTOR: Asis Biswas, President & CEO at SEMBA Technologies, making the digital commerce world a level playing field || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software & Applications); || CREDITS: CAE 1.5 hours (Domain: Marketing & Communications) || COST: $0

Wednesday, September 15, 2021
3:00 PM - 4:30 PM (EASTERN TIME)

Group Internet-Based

B120: Don’t Wait! Why and How Enterprises of Any Size Can Accelerate Modernization with AI, ML, and Cloud Technologies Now for Efficiency and Data Continuity in a Changing Landscape

B2B/Associations

INSTRUCTORS: Jay Yeo, Industry Solutions Consultant, ORI; and Marty Colburn, CIO, CFA Institute || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Thursday, September 9, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet-Based

W156: Data Analytics for Trade Associations – What’s Possible in 2022

Associations and Nonprofits

INSTRUCTORS: Rebecca Duff, Director, Client Success at Gravitate Solutions; || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Thursday, September 9, 2021
2:00 p.m. to 3:30 p.m. EASTERN TIME

Group Internet-Based

W193: 3 Features to Look for in an Online Community Platform as an Association

Associations and Nonprofits

INSTRUCTOR: Benjamin Muscolino, President & CEO, Breezio || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

Wednesday, September 8, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

W196: Becoming the Netflix for Your Association Members

Associations and Nonprofits

INSTRUCTORS: Dan Stevens, President, WorkerBee.tv; Eric O'Connor, Chief Growth Officer, AANA (American Association of Nurse Anesthetists) || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

Tuesday, September 7, 2021
3:00 PM - 4:00 PM (EASTERN TIME)

Group Internet-Based

W190: [Demo Series] Ask, Capture & Act: Starting Member Conversations and Generating Association Revenue with PropFuel

Associations and Nonprofits

INSTRUCTOR: Ryan Graham, VP Sales, PropFuel || DEMO SERIES WEBINARS ARE NOT OPEN TO THE VENDOR COMMUNITY || COST: $--

Wednesday, September 1, 2021
11:00 am - 12:00 pm (EASTERN TIME)

Group Internet-Based

W170: [Demo Series] Artificial Intelligence (AI) Solutions for Associations — Rasa eNewsletters

Associations and Nonprofits

INSTRUCTORS: Erica Salm Rench, Rasa.io || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS and NOT OPEN TO THE VENDOR COMMUNITY || COST: $--

Tuesday, August 24, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME

Group Internet-Based

B116: The War For Talent: How to recruit and retain the right people

B2B Organizations / Associations

Thursday, August 12, 2021
11:00 AM - 12:00 PM (EASTERN TIME)

Group Internet-Based

W189: [Demo Series] Turn Your Broadcast Communications into Conversations for Deeper Member Engagement with PropFuel

Associations and Nonprofits

INSTRUCTOR: Ryan Graham, VP Sales, PropFuel || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS || COST: $--

Wednesday, August 11, 2021
11:00 a.m. to 12:00 p.m. EASTERN TIME

Group Internet-Based

W173: Modern Digital Giving for Today’s Donors

Associations and Nonprofits

INSTRUCTOR: Ron Verner, Senior VP Operational Excellence at iDonate || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Programs, Products & Services) || COST: $--

Tuesday, August 10, 2021
11:00 a.m. to 12:00 p.m. EASTERN TIME

Group Internet-Based

W179: [Demo Series] Acumen: Cloud-Based Data Warehouse for Analytics and Business Intelligence

Associations and Nonprofits

INSTRUCTORS: Julie Sciullo, CEO Association Analytics; Greg Pollack, VP of Sales, Association Analytics. || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS || COST: $--

Thursday, August 5, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet-Based

W168: Member Engagement: 15 Ways to take your Newsletter to the Next Level

Associations and Nonprofits

INSTRUCTORS: Erica Salm Rench || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

Thursday, August 5, 2021
3:00 p.m. - 4:30 p.m. EASTERN TIME

Group Internet-Based

B113: Meta Trends and the Next Economy-See the Future More Accurately (limited to 25 attendees)

B2B Organizations / Associations

INSTRUCTOR: Mark Parrott, author: Meta-Trends and the Next Economy || CREDITS: CPE 1.5 hours (NASBA Category: Economics) || CREDITS: CAE 1.5 hours (Domain: Organizational Strategy) || COST: $--

Thursday, July 29, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME

Group Internet-Based

W187: How to Co-Create Powerful Video Stories with Your Members to Drive Authentic Engagement All Year Long

Associations and Nonprofits

INSTRUCTORS: Michael Hoffman, CEO & Founder, Gather Voices and Alexandra Bradley, Director of Communications and Engagement, American College of Osteopathic Family Physicians || || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

Wednesday, July 28, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME

Group Internet-Based

W186: Implementing Technology Solutions at your Association: Lessons Learned [Panel Discussion]

Associations and Nonprofits

INSTRUCTORS: MODERATOR: Christopher McCarthy, RSM; Olivia Wilkins, Business Solutions Analyst, Mortgage Bankers Association (MBA); David Fitzsimmons, SVP, Administration and Finance, National Association of Chain Drug Stores (NACDS); Paul Downey, Director of Finance & Administration, SNAC International || CREDITS: CPE 1.5 hours (NASBA Category: Business Management and Organization) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $--

Tuesday, July 27, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME

Group Internet-Based

W177: Seven (7) Ideas to Leverage Your Association’s Data to Drive Member Engagement

Associations and Nonprofits

INSTRUCTORS: Julie Sciullo, CEO, Association Analytics || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

August (TBD)

Group Internet-Based

B112: [Demo Series] D365 Business Central: 5 Examples of using Power BI to make faster and better decisions

NAV - Business Central

INSTRUCTOR: Paul Skurpski and Bill Jones || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS || COST: $--

Wednesday, July 21, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME

Group Internet-Based

B114: B2B Cloud Commerce for the D365 enterprise — 5 steps to deeper customer interaction & sales analytics

NAV - Business Central

Wednesday, July 21, 2021
2:00 p.m. - 3:30 p.m. EASTERN TIME

Group Internet-Based

W199: Enhancing NetFORUM: Getting more out of iWeb, eWeb and xWeb”

Associations and Nonprofits

Instructors: Hans Stechl, Meta-Dao; and Justin Burniske, Meta-Dao || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $--

Tuesday, July 20, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet-Based

B109: Meta Trends and the Next Economy-See the Future More Accurately (Limited to 25 Attendees)

Associations, B2B

INSTRUCTOR: Mark Parrott, author: Meta-Trends and the Next Economy || CREDITS: CPE 1.5 hours (NASBA Category: Economics) || CREDITS: CAE 1.5 hours (Domain: Organizational Strategy) || COST: $--

Thursday, July 15, 2021
11:00 am - 12:00 pm (EASTERN TIME)

Group Internet-Based

W185: [Demo Series] Data Analytics for Associations 2022

Associations and Nonprofits

This Demo Series Webinar is open only to Association executives and staff and is not open to the vendor community || INSTRUCTOR: Rebecca Duff, Director, Client Success at Gravitate Solutions || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS || COST: $--

Wednesday, July 14, 2021
11:00 am - 12:00 pm (EASTERN TIME)

Group Internet Live

W161: [Demo Series] FUSE Search: A Federated Search Solution for Associations Using AI

Associations and Nonprofits

INSTRUCTORS: Adam Hostetter, CEO, FUSE Search; Johnny Clayton, Chief Growth Officer, FUSE Search || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS || COST: $--

Wednesday, July 14, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

W175: Dirty Data: Understanding the Hidden Costs for Associations – and How to Prepare for a Clean-up Effort

Associations and Nonprofits

INSTRUCTORS: Brittany Carter, President, Association Trends; Lisa Stahl, Data Project Manager, Columbia Books & Information Services || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Tuesday, July 13, 2021
2:00 p.m. - 3:30 p.m. EASTERN TIME

Group Internet-Based

W192: 3 Features to Look for in an Online Community Platform as an Association

Associations and Nonprofits

Thursday, July 8, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet-Based

B115: PCI Workshop for B2B & B2G enterprise organizations

NAV - Business Central

INSTRUCTORS: Matthew Friedman, Jenni Glaze and Wade Tetsuka, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Wednesday, June 30, 2021
2:00 p.m. - 3:30 p.m. EASTERN TIME

W194: What’s Special about nonprofit mergers – 6 things you need to know on your M&A Journey

Associations and Nonprofits

INSTRUCTOR: Jerald A. Jacobs, Partner, Pillsbury Winthrop Shaw Pittman LLP || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Strategic Management) || COST: $--

Tuesday, June 22, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

W184: Association Event Survival Series – Eliminate the Noise

Associations and Nonprofits

INSTRUCTORS: Damon Gambuto, Chief Production Officer, Pando Meetings; Lee Hornstein, Founder/CEO, C-System || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Field of Study: Programs, Products & Services) || COST: $--

Thursday, June 17, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME

Group Internet-Based

W172: Modern Digital Giving for Today’s Donors

Associations and Nonprofits

INSTRUCTOR: Ron Verner, Faith Accounts Leader at iDonate || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Programs, Products & Services) || COST: $--

Wednesday, June 16, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet-Based

W174: Advanced Remote Worker Environment, Post Covid

Associations and Nonprofits

INSTRUCTORS: Ali Niroo, CNSG Founding Member CNSG, An AppSmart Company; Dave Hopper, Director of Engineering CNSG, An AppSmart Company; and Adam Kuhn, Director of IT for FIA (Futures Industry Association) || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Tuesday, June 15, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet-Based

B108: 7 Reasons Your Business Needs Data Recovery and Backup

B2B/Associations

Instructor: Gregory Smith, Senior Information Technology Consultant, Nortec Communications. || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Thursday, June 3, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

W141: Unrelated Business Income Tax (UBIT)- Latest Update Nonprofits & Associations

Associations and Nonprofits

INSTRUCTOR: Jennifer Eubanks, CPA, CGMA, CMA || CREDITS: CPE 1.5 hours (NASBA Category: Taxes) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST $--

Thursday, June 3, 2021
1:00 pm - 2:30 pm (EASTERN TIME)

Group Internet-Based

N112: Best Budgeting Practices – Beginning to End

NetSuite/Associations

INSTRUCTORS: Mike Canniff, CEO, PyanGo || CREDITS: CPE 1.5 hours (NASBA Category: Finance - Technical) || CREDITS: CAE 1.5 hours (Field of Study: Strategic Management) || COST: $---

Wednesday, May 26, 2021
1:00 PM - 2:30 PM (EASTERN TIME)

Group Internet-Based

W151: Associations/nonprofits – Planning for Accounting Department Disruptions

Associations and Nonprofits

INSTRUCTORS: Wes Tomer, CPA, CGMA, Managing Partner, Vault Consulting; Kristina Casey, Vault Consulting; Tommy Tepper, Vice President of Finance and Operations, SOS Children's Villages || CREDITS: CPE 1.5 hours (NASBA Category: Business Management and Organization ) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Tuesday, May 25, 2021
3:00 PM - 4:30 PM (EASTERN TIME)

Group Internet-Based

B111: Artificial Intelligence (AI) & Business Process Automation for SMBs

B2B/Associations

INSTRUCTOR: Joe Brown, Chief Strategy Officer, Xgility; Greg Schneider, Director, Solutions Factory, Xgility || CREDITS: CPE 1.5 hours (NASBA Category: Finance; || CREDITS: CAE 1.5 hours (Field of Study: Administration - Financial Management) || COST: $0

Tuesday, May 18, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

N105: 2 NetSuite Automations that will Immediately Improve the Productivity of your Remote Workforce

NetSuite

INSTRUCTORS: Justine Burdo, Account Executive, Kevin Ha, Manager Sales Architecture & Support; Chris Corcoran, General Manager, CloudExtend Brand, CELIGO || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Wednesday, May 12, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

W149: Understanding Search and Why Your Association’s Future Relies on It – [1.5 CAE / CPE credits]

Associations and Nonprofits

INSTRUCTORS: Jake Toohey, Senior Digital Consultant at Adage Technologies; Joe Post, Vice President Strategy & Experience Design, Adage Technologies; and Eric Matthias, Division Director of Application and Support, American Academy of Pediatrics || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology ) || CREDITS: CAE 1.5 hours (Field of Study: Marketing, Public Relations, & Communications) || COST: $--

Wednesday, May 12, 2021
11:00 am - 12:30 pm (EASTERN TIME)

Group Internet-Based

W166: ASK, CAPTURE, ACT: What to Ask Your Members to Drive Engagement

Associations and Nonprofits

INSTRUCTORS: Dave Will || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Field of Study: Membership Development) || COST: $---

Wednesday, May 12, 2021
11:00 a.m. to 12:00 p.m. EASTERN TIME

Group Internet-Based

W183: [Demo Series] So Hybrid Events are Here to Stay – Now What? Conquering complex association events with consistency and human connection.

Associations and Nonprofits

INSTRUCTORS: Allie Magyar, Founder/CEO, Hubb.me; Lee Hornstein, Founder/CEO, C-System || Product Demo - Not Eligible for CPE/CAE Credits || COST: $--

Tuesday, May 11, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME

Group Internet-Based

W164: Leveraging Baseline NetForum Enterprise in Customizations

Associations and Nonprofits

INSTRUCTORS: Hans Stechl, Fusionspan and Justin Burniske, Fusionspan || CREDITS: CPE 1.5 hours (NASBA Category: Information Technolgy) || CREDITS: CAE 1.5 hours (Field of Study: Administraiton) || COST: $--

Thursday, May 6, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

W147: 5 Keys to Association Website Success in 2021 (and beyond) – [1.5 CAE / CPE credits]

Associations and Nonprofits

INSTRUCTOR: Ray van Hilst || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Field of Study: Marketing, Public Relations & Communications) || COST: $--

Wednesday, April 28, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

N109: The Future of EPM – Enabling World-Class Performance Management

NetSuite

INSTRUCTOR: Alexander Ladd, CEO, MindStream Analytics || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology); || CREDITS: CAE 1.5 hours (Field of Study: Administration - Technology) || COST: $0

Tuesday, April 27, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

B101: Government Contracting: NAV-Business Central and Power BI for DCAA Compliance

NAV - Business Central

INSTRUCTOR: Paul Skurpski and Bill Jones || CREDITS: CPE 1.5 hours (NASBA Category: Finances); || CREDITS: CAE 1.5 hours (Field of Study: Administration - Financial Management) || COST: $0

Tuesday, April 27, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

N106: Embracing a Data Driven Culture Using Suite Analytics and Power BI

NetSuite

INSTRUCTORS: Tayyab Ali, VP Consulting, AlphaBOLD; Nick Craig, Strategic Sales, AlphaBOLD; Ilija Budimir, NetSuite Practice Manager, AlphaBOLD || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Tuesday, April 20, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W160: Association Management Systems – A Selection Guide

Associations and Nonprofits

INSTRUCTORS: Christopher McCarthy, RSM || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software & Applications) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Thursday, April 15, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W140: Meta-Trends: Using data to nail the new normal

Associations and Nonprofits, B2B

INSTRUCTOR: Mark Parrott, author: Meta-Trends and the Next Economy || CREDITS: CPE 1.5 hours (NASBA Category: Economics) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Thursday, April 8, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME

Group Internet Based

W165: Advocacy: 5 Effective Strategies for Managing Fast-Moving Issues

Associations and Nonprofits

INSTRUCTORS: Erik Rosedahl, Phone2Action || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Public Policy, Government Relations, Coalition Building) || COST: $---

Wednesday, April 7, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

B106: 7 Reasons Your Business Needs Data Recovery and Backup

B2B/Associations

Tuesday, April 6, 2021
1:00 pm - 2:30 pm (EASTERN TIME)

Group Internet-Based

N103: eCommerce: More Leads, Faster Conversions, Bigger Orders

NetSuite

INSTRUCTOR: Caleb Schmitz, Anchor Group; Wendi Makuch, Director, Channel Partnerships & Alliances, Annex Cloud || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software & Applications); || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $0

Wednesday, March 24, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

N102: PCI Compliance Workshop for NetSuite

NetSuite

INSTRUCTORS: Adam Kostopoulos, CPA; Shane Ellison, Marsh McHenry, and Wade Tetsuka, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Wednesday, March 24, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W163: Nonprofit GAAP: Functional Expense Reporting – Make it meaningful to you and your audience

Associations and Nonprofits

INSTRUCTORS: Mark Robins, CPA and Eric Hittle, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Field of Study: Finance) || COST: $---

Tuesday, March 23, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

B104: Digital Asset Security: 4-Step “Back to Basics” Approach – [1.5 CPE / CAE credits]

B2B/Associations

INSTRUCTORS: Gianni Maiorano, CSC, Digital Brand Specialist and Elizabeth Sylves, CSC, , CSC Cyber Security, Phishing & Online Brand Protection || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST $--

Thursday, March 18, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W136: ASK, CAPTURE and ACT to Engage New and Renewing members – [1.5 CAE / CPE credits]

Associations and Nonprofits

INSTRUCTORS: Dave Will and Amy Hemphill, Senior Director Member Relations, ASAE || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Field of Study: Membership Development) || COST: $---

Wednesday, March 17, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W157: 5 Steps to Digital Optimization – Work from Anywhere in 2021 & Beyond

Associations and Nonprofits

Thursday, March 11, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group Internet-Based

W146: PCI Compliance Workshop 101 for Associations

Associations and NonProfits

Tuesday, March 9, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group Internet-Based

W145: Website Redesign and Management: Straight Talk and Things to Know Before Starting Your Next Project – [1.5 CAE / CPE credits]

Associations and Nonprofits

INSTRUCTORS: Ray van Hilst, Yoko & Co, and Jessica Konrath, MA, CAE, Executive Director, Academic Pediatrics Association || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Field of Study: Marketing, Public Relations & Communications) || COST: $--

Thursday, March 4, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group live presented online due to COVID-19

W150: How to create Compelling Evidence based Research to Promote Your Advocacy Mission

Associations and Nonprofits

INSTRUCTORS: Laura Clark, PRC, Research Director, Vault Consulting; Jeff Adler, PRC, Senior Methodologist, Vault Consulting; || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge ) || CREDITS: CAE 1.5 hours (Field of Study: Knowledge Management & Research) || COST: $--

Thursday, February 25, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group live presented online due to COVID-19

W144: How Successful Associations Embrace Agile Development Principles Across the Organization

Associations and Nonprofits

INSTRUCTOR: Richard K Cheng, CST, PMP; Guillermo Ortiz De Zarate, Chief Innovation and Information Officer, NCARB; and Sasan Afsoosi, Enterprise Agile Coach, Association of American Medical Colleges (AAMC) || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Field of Study: Strategic Management) || COST: $--

Wednesday, February 24, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group live presented online due to COVID-19

W155: [Association] Insights for Everyone Part 1: Data Analytics for Members, Leadership & Staff – [1.5 CAE / CPE credits]

Associations and Nonprofits

INSTRUCTORS: Rob Miller, MPA, CAE; Rebecca Duff, PMP; Andrew Thomason, Illinois Principals Association; Shane Kelley, Director of Member Services, 340B Health. || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Tuesday, February 23, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W153: How Associations Implement AI-Based Personalization to Drive Revenue and Growth

Associations and Nonprofits

INSTRUCTORS: Adam Hostetter, CEO, FUSE Search; and Bill Allman, Chief Digital Officer, Drug Information Association (DIA) || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology ) || CREDITS: CAE 1.5 hours (Field of Study: Marketing, Public Relations, & Communications) || COST: $--

Thursday, February 18, 2021
11:00 am - 12:30 pm EASTERN TIME

Group live presented online due to COVID-19

W129: What’s the Real Scoop on Hybrid Events?

Associations and NonProfits

INSTRUCTOR: Craig Dellorso, Confluence Global; Damon Gambuto, The Inception Company; Eric Weber, U.S. Travel Association; and Lee Hornstein, C-Systems || CREDITS: CPE 1.5 hours (NASBA Category: ) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Wednesday, February 17, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W148: Associations/Nonprofits – Digital Asset Security: 4-Step “Back to Basics” Approach

Associations and Nonprofits

INSTRUCTOR: Gianni Maiorano, CSC, Digital Brand Specialist and Elizabeth Sylves, CSC, , CSC Cyber Security, Phishing & Online Brand Protection || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST $--

Tuesday, February 16, 2021
3:00 pm - 4:30 pm (EASTERN TIME)

Group live presented online due to COVID-19

B103: PCI Compliance Workshop 101 for SEWP Government Contractors

INSTRUCTORS: Matthew Friedman, Jenni Glaze and Wade Tetsuka, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Wednesday, February 10, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W142: Becoming a Data Centric Association – Digital Transformation Part 2

Associations and Nonprofits

INSTRUCTORS: Julie Sciullo, CEO Association Analytics, and Reggie Henry, CAE, Chief Information and Engagement Officer, ASAE || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Thursday, February 4, 2021
3:00 pm - 4:30 pm EASTERN TIME

Group live presented online due to COVID-19

W135: Association PCI Compliance Workshop 101 for Aptify

Associations and nonprofits

INSTRUCTORS: Julie Duncan, James Chen, and Wade Tetsuka, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Wednesday, February 3, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W139: Member Engagement: 15 Ways to take your Newsletter to the Next Level

Associations and Nonprofits

INSTRUCTORS: Erica Salm Rench, and Angelica Rodriguez || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Membership Development) || COST: $--

Tuesday, February 2, 2021
1:00 PM - 2:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W143: Advocacy in a Transitional 2021

Associations and Nonprofits

INSTRUCTORS: Christopher Kush, MPP, CEO Soapbox Consulting; and Erica Farage, VP of Political Affairs and Grassroots Advocacy, International Franchise Association || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Advocacy, Government Relations, Coalition Building) || COST: $--

Thursday, January 28, 2021
3:00 pm - 4:30 pm EASTERN TIME

Group live presented online due to COVID-19

N101: PCI Compliance Workshop 101 for NetSuite

NetSuite

Wednesday, January 27, 2021
3:00 pm - 4:30 pm EASTERN TIME

Group live presented online due to COVID-19

W138: Non-Dues-Revenue Workshop #1: Two Case Studies presented by Association Executives with Q&A

Associations and Nonprofits

INSTRUCTORS: Sharon Gleason, CFRE, ACFRE, Senior Director of Development & Marketing, Society of Nuclear Medicine and Molecular Imaging (SNMMI) and Karim Guirguis, Chief Strategy and Innovation Officer, American Bankruptcy Institute (ABI) || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Programs, Products & Services) || COST: $0

Tuesday, January 26, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W131: What is the Hype about Salesforce for Associations

Associations and nonprofits

INSTRUCTOR: Jake Fabbri, Matthew Frank, and Frank Grace IV, CAE, Director of IT, Smart Electric Power Association (SEPA) || CREDITS: CPE 1.5 hours (NASBA Category: Information Technologies) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Thursday, January 21, 2021
11:00 am - 12:30 pm (Eastern Time)

Group live presented online due to COVID-19

W126: Nonprofit GAAP – What you need to know about Related Parties and Consolidation

Associations and NonProfits

INSTRUCTORS: Mark Robins, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Wednesday, January 20, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W137: [Association] Insights for Everyone: Data Analytics for Leadership, Staff & Board

Associations and Nonprofits

INSTRUCTORS: Rob Miller, MPA, CAE; Lacy Packard, CIO, American Association for Justice; Terry Dowdy, CAE, Director of Information Technology & Web Services, Tax Executives Institute; || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Tuesday, January 19, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

B102: PCI Compliance Workshop 101 for NAV – Business Central

NAV - Business Central

Wednesday, January 13, 2021
1:00 pm - 2:30 pm (EASTERN TIME)

Group live presented online due to COVID-19

W112: Tax Implications of the Cares Act and the newly signed stimulus bill (Nonprofits)

Associations and Nonprofits

INSTRUCTOR: Jim Niblock, JD, CPA; Jennifer Eubanks, CPA, CGMA, CMA, and Sheetal Sood, CPA, MSACC, MBA || CREDITS: CPE 1.5 hours (NASBA Category: Taxes) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST $--

Wednesday, January 13, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W133: Understanding Search & Why Your Organization’s Future Relies on It

Associations and nonprofits

Friday, January 1, 2021
3:00 PM-4:30PM

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Tuesday, December 29, 2020
12:00 PM to 1:30 PM (Eastern Time)

Group live presented online due to COVID-19

W132: Tax Implications of the Cares Act

Associations and nonprofits

INSTRUCTOR: Jennifer Eubanks, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Taxation) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Tuesday, December 29, 2020
10:00 am – 11:30 am (Eastern Time)

Group live presented online due to COVID-19

W134: Nonprofit GAAP – The new Revenue Recognition standard and what you need to know about it as a nonprofit

Associations and nonprofits

INSTRUCTOR: Mark Robins, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Thursday, December 10, 2020
3:30 pm - 5:00 pm (Eastern Time)

Group live presented online due to COVID-19

W120: Data Fitness (Associations & Nonprofits): Get Your Data in Shape for 2021

Associations and NonProfits

INSTRUCTORS: Jay Yeo, ORI and Dave Jackson, CAE, CPA, MBA, Chief Financial Officer, American Counseling Association || CREDITS: CPE 1.5 hours (NASBA Category: Statistics) || CREDITS: CAE 1.5 hours (Field of Study: Organizational Strategy) || COST: $---

Wednesday, December 9, 2020
1:00 PM - 2:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W111: Cash Management through Crisis for Nonprofits & Associations

Associations and NonProfits

INSTRUCTOR: Daniel O'Dea; Jennifer Eubanks, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Finance) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Wednesday, December 9, 2020
11:00 am - 12:30 pm (Eastern Time)

Group live presented online due to COVID-19

W116: Enterprise Risk Management for Associations and Nonprofits

Associations and NonProfits

INSTRUCTORS: Rob Eby, CPA, CGMA; and Kathy Trahan, CAE, CEO & President, Alliance Safety Council || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Tuesday, December 8, 2020
9:30 - 11:00 AM EASTERN TIME

Group live presented online due to COVID-19

W122: Marketing Automation and AI – How Associations Implement Marketing Automation with AI features for any AMS Solution

Associations and NonProfits

INSTRUCTORS: Todd M. Tolbert, MBA, CAE, and Manav Kher || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Monday, December 7, 2020
3:30 pm - 5:00 pm (Eastern Time)

Group live presented online due to COVID-19

W124: Introduction to Agile Development with Scrum

Associations and Nonprofits

INSTRUCTORS: Dr. Patrick McConnell || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Friday, December 4, 2020
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W119: Nonprofit GAAP: Functional Expense Reporting – Make it meaningful to you and your audience

Associations and NonProfits

INSTRUCTORS: Mark Robins, CPA and Eric Hittle, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Field of Study: Finance) || COST: $---

Thursday, December 3, 2020
11:00 am - 12:30 pm (Eastern Time)

Group live presented online due to COVID-19

W117: Remote Control: Establishing and Maintaining Effective Internal Controls in a “Stay at Home” Environment

Associations and NonProfits

INSTRUCTOR: Will Donahue, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Thursday, December 3, 2020
1:00 PM - 2:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W130: Association AMS/CRM solutions: Best-in-Breed vs. All-in-One

Associations and nonprofits

INSTRUCTORS: Craig Dellorso, CEO and Co-Founder, Confluence Global; Lee Hornstein, Founder and CEO, C-Systems Global, Toni Valenti, Marketing and Membership Director, New York County Lawyer’s Association; and Tori Miller, LIU, CAE, MBA, Director of Information Systems, American Speech-Language-Hearing Association || CREDITS: CPE 1.5 hours (NASBA Category: Business Management and Organization ) || CREDITS: CAE 1.5 hours (Field of Study: Strategic Management ) || COST: $--

Wednesday, December 2, 2020
1:30 pm - 3:00 pm (Eastern Time)

Group live presented online due to COVID-19

W125: PCI Compliance Workshop 101 for Associations

Associations and NonProfits

INSTRUCTORS: Julie Duncan and Wade Tetsuka, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Tuesday, December 1, 2020
12:00 PM to 1:30 PM (Eastern Time)

Group live presented online due to COVID-19

W123: Using Kanban to be a More Productive Association

Associations and Nonprofits

INSTRUCTORS: Jill Stott || CREDITS: CPE 1.5 hours (NASBA Category: Business Management and Organization) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Tuesday, November 24, 2020
11:00 am - 12:30 pm (Eastern Time)

Group live presented online due to COVID-19

W121: Business Agility – Pivot or Perish…..

Associations and NonProfits

INSTRUCTOR: Richard K Cheng, CST || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Field of Study: Organizational Strategy) || COST: $--

Thursday, November 19, 2020
3:30 PM - 5:00 PM (EASTERN TIME)

Group live presented online due to COVID-19

W115: Frauditing: What are You Doing to Prevent and Detect Fraud Risk in Your Association

Associations and Nonprofits

INSTRUCTORS: Julie Broadway, President & CEO, American Horse Council & American Horse Council Foundation and Greg Plotts, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Business Management and Organization) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Tuesday, November 17, 2020
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W127: Data Analytics for Association Leadership 2021

Association and Nonprofits

INSTRUCTORS: Rob Miller, MPA, CAE; Rebecca Duff, PMP; Lacy Packard, American Association for Justice; Andrew Thomason, Illinois Principals Association; Terry Dowdy, CAE, Director of Information Technology & Web Services, Tax Executives Institute; Shane Kelley, Director of Member Services, 340B Health. || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Thursday, November 12, 2020
3:00 pm - 4:30 pm EASTERN TIME (note Revised Time!)

Group live presented online due to COVID-19

W128: Crystal Ball – Association Retrospective from 2020 and a Look into the Future

Associations & NonProfits

INSTRUCTORS: Craig Dellorso; Gary Sundel, CIO, American Bankers Association; and Lee Hornstein || CREDITS: CPE 1.5 hours (NASBA Category: Business Management and Organization ) || CREDITS: CAE 1.5 hours (Field of Study: Strategic Management ) || COST: $--

Wednesday, November 11, 2020
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W118: Nonprofit GAAP – Uncommon Accounting Impacts Post-COVID19

Association and Nonprofits

INSTRUCTORS: Mark Robins, CPA and David Semendinger, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Thursday, November 5, 2020
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W114: Association/Nonprofit Board of Directors: Governance, Risk Management & Training

Associations and NonProfits

INSTRUCTOR: Richard B. Bar || CREDITS: CPE 1.5 hours (NASBA Category: Business Management and Organization) || CREDITS: CAE 1.5 hours (Field of Study: Governance) || COST: $--

Friday, October 30, 2020
12-Noon - 1:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W113: 5 Keys to Association Website Success in 2020 (and beyond)

Associations and NonProfits

INSTRUCTOR: Ray van Hilst || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--

Wednesday, September 30, 2020
11:00 AM - 12:30 PM (EASTERN TIME)

Group live presented online due to COVID-19

W110: PCI Compliance Workshop 101 for Associations

Associations and nonprofits

INSTRUCTORS: Julie Duncan and Wade Tetsuka, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

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