This one-day, in-person and virtual event is a collaboration designed to provide targeted, credit-eligible (CAE and CPE) professional education for Association and Nonprofit industry professionals. It features five thought leadership sessions, all focused on the most critical topics for you as an industry professional. With the in-person and hybrid format, participants can drop in to attend at any time, and from anywhere, during this important Briefing/Symposium.

Location: Microsoft Building, 1300 Wilson Blvd., Arlington, VA 22209 (24-hour Advance RSVP Required – No cost)

Virtual: Video Conferencing Link provided 48 hours before the event via email (RSVP Required – No cost)

FREE CPE/CAE Credit: Each session qualifies for 1 CPE/CAE Credit

Event Agenda 

8:30 AM – 9:00 AM: Registration & Welcome

Enjoy coffee and network with fellow attendees before the sessions begin.

9:00 AM – 9:50 AM: The Strategic Two-Step: Leveraging Outsourcing and D365 to Maximize Mission Success 

Course Description

This two-part presentation examines how nonprofits and associations can achieve greater operational efficiency and mission success. Part one explores the strategic value of outsourcing essential back-office services to free up internal resources for mission-critical activities. Part two dives into maximizing your Microsoft Dynamics 365 technology stack to drive automation, gain deeper financial and operational insights, and ensure your technology directly supports your strategic goals and financial sustainability.

Learning Objectives

• Evaluate how outsourcing back-office functions can improve operational efficiency and refocus internal resources on mission-critical work.\

• Analyze how Microsoft Dynamics 365 capabilities support automation, financial visibility, and operational insight.

• Align outsourcing decisions and Dynamics 365 usage with organizational strategy to strengthen mission delivery and financial sustainability.

Presented by: Kevin Scully, Partner, Wipfli Advisory LLC & Michelle Wroblewski, Director Association Growth and Strategy, Wipfli Advisory LLC

NASBA Field of Study: Information Technology
CAE Domain: 

9:50 AM – 10:00 AM: Morning Break

10:00 AM – 10:50 AM: AI Readiness: De-Risking Microsoft 365 Migration as the Foundation for Agentic AI 

Course Description

• This session focuses on the crucial pre-migration strategy and planning for a successful transition to the Microsoft 365 environment. DelCor will provide practical, pillar-by-pillar tips for migrating Exchange Online (Email), SharePoint Online (Files), and Azure Active Directory (Authentication). Learn how to optimize your cloud architecture and implement the necessary data governance measures to minimize staff disruption, reduce long-term costs, and, critically, establish the standardized data environment required for future AI implementation and secure governance.

Learning Objectives

• Evaluate organizational readiness factors required for a successful migration to Microsoft 365.

• Analyze data governance and cloud architecture considerations that reduce risk, cost, and staff disruption during migration.

• Apply pre-migration best practices to establish a standardized, secure data foundation that enables future AI and agentic AI capabilities.

Presented by: Tobin Conley, CAE, CIP, Director of Research & Learning, DelCor Technology Solutions, Chris Ecker, CTO, DelCor Technology Solutions, and Jennifer Brearey, Chief Financial and Operating Officer, Advamed – Advanced Medical Technology Association

NASBA Field of Study: Information Technology
CAE Domain: 

10:50 AM – 11:10 AM: Vendor Spotlight: Association and Nonprofit leaders — FAR Roundtable & USTEducation.org are Your Leading Source for AI, Finance and Technology content in 2026

Presented by: FAR Roundtable and USTEducation.org

Description: FAR Roundtable and USTEducation.org bring association and non profit executives rich education content throughout the year on topics around AI, finance and technology presented by subject matter experts from both the Association leadership side as well as service-technology organizations. As always, content will be CPE and CAE credit eligible for all attendees. FAR Roundtable is the area’s only association dedicated exclusively to nonprofit business leaders for the past 40+ years. USTEducation.org, a conference every week for association and non profit executives and staff providing live-virtual professional education with CPE and CAE credit at no cost.

11:10 AM – 11:20 AM: Morning Break

11:20 AM – 12:10 PM: Panel: The Relevance Engine: How Associations are Using Copilot and AI Agents to Modernize — Perspectives from Association Executives in the Trenches Course Description

• This executive panel explores the strategic shift toward Agentic AI—where software performs complex, multi-step tasks to drive member value and operational efficiency. Learn how leading associations are integrating Microsoft Copilot and custom AI Agents into their Microsoft technology stack and other software platforms to deliver hyper-personalized member experiences, streamline complex industry processes, and ultimately increase the relevance and impact of the association in the market it serves.

Learning Objectives

• Analyze how associations are AI Agents to modernize operations and increase organizational relevance.

• Evaluate strategic use cases for Agentic AI that drive member value, personalization, and operational efficiency.

• Assess how integrating AI tools into existing technology stacks supports long-term impact and mission alignment.

Moderated by: Wade Tetsuka, President, U.S. Transactions Corp

Panelist: Karim Guirguis, COO, American Bankruptcy Institute and TBA

NASBA Field of Study: Information technology
CAE Domain:

12:10 PM – 12:20 PM: USTPay Vendor Spotlight

Description: USTPay is our merchant services division which is an embedded payment processing solution in Dynamics 365 and other AMS platforms designed to significantly drive down the cost of Visa/MasterCard fees, improve fraud control, reduce manual tasks such as reconciliation, and end your customer service frustrations.

Presented by: U.S. Transactions Corp.

12:20 PM – 1:20 PM: Networking Lunch

1:20 PM – 2:10 PM: Hyper-Automation for Mission: Low-Code Portals and AI for Program & Member Workflows 

Course Description

This practical session focuses on leveraging Low-Code/No-Code platforms (Power Platform, Dynamics 365) to build bespoke solutions for Nonprofits and Associations. Learn to use AI and Copilot to automate complex programmatic workflows, including the creation of secure portals for Member, Volunteer, and Grant Management. We will demonstrate how to streamline approvals, coordinate resources intelligently, and ensure your low-code solutions adapt perfectly to your mission’s unique needs.

Learning Objectives

• Design low-code solutions to automate programmatic workflows for members, volunteers, and grants.

• Apply AI tools to streamline approvals, coordinate resources, and enhance operational efficiency.

• Evaluate low-code portals to ensure they align with mission objectives and adapt to organizational needs.

Presented by: Dustin Sitton, Principal, Incite Automation

NASBA Field of Study: Information Technology
CAE Domain: 

2:10 PM – 2:20 PM: Afternoon Break

2:20 PM – 3:10 PM: No-Code AI Agents: Easily Connecting Automation to Your Business Applications 

Course Description

This session tackles the complexity of AI deployment by introducing the concept of an AI orchestration platform. John Buccola will demonstrate how this platform simplifies the creation of sophisticated AI Agents (not just chatbots) that automate multi-step processes. The focus will be on the ease of connecting the AI orchestration layer with your existing financial (ERP), membership (AMS), and engagement (CRM) systems, or other commonly used business application software—allowing non-technical leaders to deploy custom AI solutions rapidly, securely, and at scale to drive operational growth.

Learning Objectives

• Explain how AI orchestration platforms can automate multi-step business processes across ERP, AMS, and CRM systems.

• Apply low-code/no-code AI Agents to streamline operations and drive organizational efficiency.

• Evaluate the integration of AI solutions with existing business applications to ensure secure, scalable deployment aligned with strategic goals.

Presented by: John Buccola, CTO and Chief Growth Officer, TMC – The AI First Microsoft Partner

NASBA Field of Study: Information Technology
CAE Domain: 

3:10 PM – 3:25 PM: Closing Remarks

A final Q&A panel with speakers and a closing announcement from DCI.

3:45 PM – 5:45 PM: Happy Hour & Appetizers

• Hosted by: U.S. Transactions Corp., Wipfli Advisory LLC, DelCor Technology Solutions, Incite Automation, and TMC
• Location: Hyatt Hotel, Awbrey & Sons Lounge, 1325 Wilson Blvd., Arlington, VA (across from Microsoft Building)

An opportunity for continued networking and conversation in a relaxed setting.