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.

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Events this Week
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: $--
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: $--
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: $--
UPCOMING EVENTS
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: $--
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: $--
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, 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: $--
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: $--
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
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: $--
Thursday, August 26, 2021
11:00 a.m. to 12:00 p.m. EASTERN TIME
Group Internet-Based

W193: [Demo Series] Empowering Associations (large and small) with the Next Generation Online Community Platform
Associations and Nonprofits
INSTRUCTOR: Benjamin Muscolino, President & CEO, Breezio || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS || COST: $--
August (TBD)
Group Internet-Based

B105: Dynamics 365 Business Central vs. NetSuite and Other SMB platforms – Common Myths Debunked

NAV - Business Central
INSTRUCTORS: Shannon Mullins, MorganFranklin Consulting; || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software & Applications ) || CREDITS: CAE 1.5 hours (Domain: Operations) || 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
SUBTITLE: Stay in touch with your members on a regular basis in a relevant way that isn’t salesy. INSTRUCTORS: Erica Salm Rench, Rasa.io || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS || 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 ELIGIBLE FOR CPE/CAE CREDITS || 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: $--
Thursday, September 9, 2021
11:00 am - 12:30 pm (EASTERN TIME)
Group Internet-Based

W156:  [Association] Insights for Everyone Part 2: Data Analytics for Leadership, Staff & Board – [1.5 CAE / CPE credits]
Associations and Nonprofits
INSTRUCTORS: Rob Miller, MPA, CAE, Gravitate Solutions; 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 (Domain: Operations) || COST: $---
Tuesday, September 14, 2021
1:00 pm - 2:30 pm (EASTERN TIME)
Group Internet-Based

N111: 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 (Domain: Marketing & Communications) || COST: $0
Tuesday, September 14, 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 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: $---
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
INSTRUCTORS: Erik Rosedahl, 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: $---
Wednesday, September 22, 2021
11:00 a.m. to 12:30 p.m. EASTERN TIME
Group Internet-Based

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

NAV - Business Central
INSTRUCTORS: Bill Jones and Paul Skurpski || CREDITS: CPE 1.5 hours (NASBA Category: Finances); || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $0
Thursday, September 23, 2021
11:00 AM - 12:30 PM (EASTERN TIME)
Group Internet-Based

W181: Top 10 tax issues facing Associations
Associations and Nonprofits
INSTRUCTORS: Stacy Cullen, Tax Director, Aronson; Michael Colavito, State & Local Tax Senior Director, Aronson || CREDITS: CPE 1.5 hours (NASBA Category: Taxes) || CREDITS: CPE/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 || || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Business Development) || 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, 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: $--
Tuesday, October 19, 2021
11:00 AM - 12:30 PM (EASTERN TIME)
Group live presented online due to COVID-19

W152: Activate your Member journey map — 5 steps to overcoming barriers
Associations and Nonprofits
INSTRUCTORS: Betsy Noullet, Manager UX/Strategy Design, Celerity; Albert Thibault, Director, Celerity || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || 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: $--
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
SUBTITLE: Stay in touch with your members on a regular basis in a relevant way that isn’t salesy. INSTRUCTORS: Erica Salm Rench || DEMO SERIES Webinars are NOT ELIGIBLE FOR CPE/CAE CREDITS || 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: Jennifer Eubanks, CPA, CGMA, CMA || CREDITS: CPE 1.5 hours (NASBA Category: Taxes) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || 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: $--
January (TBD)
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: $---
Past Events
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
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, 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
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: $--
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
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: $--
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
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: $--
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
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: $---
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
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, 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
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, 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
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: $--
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: $---

UST Education Policy, Cancellations, Refunds or Credits

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