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.

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Events this Week
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: $--
UPCOMING EVENTS
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: $---
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
Thursday, April 29, 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: Jim Niblock, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Taxes) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST $--
Wednesday, May 5, 2021
3:00 p.m. - 4:30 p.m. EASTERN TIME
Group Internet-Based

B107: 3 Innovations in modern Computerized Maintenance Management Systems (CMMS)
NAV - Business Central
INSTRUCTORS: Jeff JF Renaud, Senior Advisor - Digital Marketing, ADNM Group || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications ) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || 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: $--
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: $--
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: $---
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, CloudExtend Brand, CELIGO; 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 19, 2021
11:00 AM - 12:30 PM (EASTERN TIME)
Group Internet Live

W161: 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, May 20, 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 (Field of Study: Marketing, Public Relations, & Communications) || COST: $--
Wednesday, May 26, 2021
11:00 AM - 12:30 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; Sade Hinton-Morris, Vault Consulting; Gary Linnen, CEO, PeerForward || CREDITS: CPE 1.5 hours (NASBA Category: Business Management and Organization ) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--
Thursday, May 27, 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; 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, 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: $--
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 22, 2021
11:00 AM - 12:30 PM (EASTERN TIME)
Group Internet-Based

W162: 5 Ways Associations can incorporate Artificial Intelligence (AI) in an AMS platform for predictive analysis

Associations and Nonprofits
INSTRUCTOR: Sigmund VanDamme, Founder, Gojectory    || CREDITS: CPE 1.5 hours (NASBA Category: Information Technologies) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $--
Wednesday, June 23, 2021
12:00 PM to 1:30 PM (Eastern Time)
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 (Field of Study: Administration) || COST: $--
Wednesday, August 4, 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 (Field of Study: Membership Development) || COST: $--
Wednesday, September 1, 2021
11:00 am - 12:30 pm (EASTERN TIME)
Group Internet-Based

W170: AI Demo Series: Rasa Newsletter
Associations and Nonprofits
INSTRUCTORS: Erica Salm Rench || NOT ELIGIBLE FOR CPE/CAE CREDITS || 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 (Field of Study: Administration) || COST: $0
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 (Field of Study: Public Policy, Government Relations, Coalition Building) || COST: $---
Thursday, October 21, 2021
11:00 am - 12:30 pm (EASTERN TIME)
Group Internet-Based

W171: AI Demo Series: Rasa Newsletter
Associations and Nonprofits
INSTRUCTORS: Erica Salm Rench || NOT ELIGIBLE FOR CPE/CAE CREDITS || COST: $--
Past Events
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: $--
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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