UST WEBINAR SERIES
W146: PCI Compliance Workshop 101 for Associations
How can you be sure that your Association is PCI Compliant and is maintaining a secure payment environment?
Thursday, March 11, 2021
11:00 AM - 12:30 PM (EASTERN TIME)

Did you know that PCI Compliance starts with your finance team.  In this course you will learn best practices of Associations and non profit organizations in for implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ), and what you should know about it.

Learning Objectives
  • Gain an overview of the PCI Compliance Requirements
  • Learn 9 practical tips to achieve a more secure payment environment
  • Understand what are the annual SAQ requirements
SPEAKER BIOS
David Schlum
Co-Founder and Software Architect at Added Innovation LLC
David is the co-founder of Added Innovation, LLC. He is a specialist in NetForum Enterprise Association software implementation and support as well as cloud hosting, migration and digital transformation. Added Innovation was founded on a simple principle: software should be developed differently today than it was even five years ago. In some cases even two years ago. If you look at software history, there's always been a coder enamored with writing as much code as possible - that was the mark of "being a great coder". As long as you wrote more code than the person next to you, you must be better. At Added Innovation, we write code that's smarter - not just write more code. We add innovation to other systems. We write our own using the resources available in a massively different and abundant world. If you want better software, if you want the right software and solutions, Added Innovation is just the addition you need. Added Innovation is a software consulting firm specializing in the Abila netFORUM AMS Platform. Cloud-based or on-premise, we can provide a scalable, reliable solution customized just for you.
Julie Duncan
Association Practice Leader, UST
Julie Duncan leads UST’s Association Industry practice. Her focus is helping Association clients implement an integrated, PCI-compliant, credit card processing solution within their AMS or ERP platform which allows the Association to have the lowest possible cost per transaction (Visa/MasterCard/AMEX) Julie joined UST in 2018. Prior to joining UST, Julie served for four years as a Literacy Specialist to learning disabled students in grade school. For 10 years she also co-managed and co-founded a production service business with her husband in the burgeoning film industry in Georgia. This experience helped Julie to gain working knowledge of the broad spectrum of business operations including vendor management, HR, accounting, marketing, sales and customer service. Julie is a graduate of Thomas Edison State University in Trenton, NJ where she earned a Bachelor’s Degree in English – Rhetoric and Communication.
Wade Tetsuka, CPA
President, UST
Wade Tetsuka is a C.P.A. who brings 20 years of financial expertise and business management experience to U.S. Transactions Corporation. Wade also has an extensive network of contacts within the government contracting arena. He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior engagement manager responsible for the assurance work for IBM, Kodak, Sony Europe, and several other multinational companies. He also served as President/General Manager to three early-stage fast-growth companies in the life sciences industry.He graduated from the University of Pennsylvania, Wharton School of Business with a B.S. in Economics.
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Specialized Knowledge Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00
Refund and Complaint Resolution Policy: www.ustranscorp.com/webinar-policy

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