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DTSTART;TZID=America/New_York:20251204T110000
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DTSTAMP:20260408T012537
CREATED:20251111T195650Z
LAST-MODIFIED:20251205T073614Z
UID:10000827-1764846000-1764849600@usteducation.org
SUMMARY:Responsible AI: From Guidelines to Policies
DESCRIPTION:Course Description:  \nAI can boost productivity\, automate tasks\, make judgments\, and develop strategies. As a result\, the pressure on finance teams—and the organizations they serve—to embrace it is growing stronger every day. This session presents best practices and lessons learned for using AI responsibly. We will review the core concepts of AI—’machine learning\,’ ‘reasoning models\,’ and ‘AI agents’—and then focus on data privacy\, ethics\, and the development of guidelines and policies to govern the use of these technologies within an organization. \n  \nLearning Objectives: \nExplain core AI concepts\, including machine learning\, reasoning models\, and AI agents\, and their relevance to financial and organizational workflows. \nEvaluate ethical and privacy considerations when implementing AI tools in finance and membership operations. \nDevelop practical AI governance frameworks and policies that align with organizational values and compliance requirements. \n  \nTo Watch this Webinar on the Media Library CLICK HERE! \n \n 
URL:https://usteducation.org/event/responsible-ai-from-guidelines-to-policies-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/99343237382
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Data Management,Ethics
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/11/Edwin25-AW.png
ORGANIZER;CN="Edwin Harvey%2C PhD":MAILTO:edwin.harvey@yptc.com
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DTSTART;TZID=America/New_York:20251204T130000
DTEND;TZID=America/New_York:20251204T140000
DTSTAMP:20260408T012537
CREATED:20251024T174637Z
LAST-MODIFIED:20251205T073611Z
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SUMMARY:Giving Voice: Understanding and Reporting Lobbying\, Advocacy\, and Political Activities
DESCRIPTION:Course Description:  \nWe help you navigate the complex tax and compliance rules for tax-exempt organizations engaging with the political process. This course helps differentiate between lobbying\, advocacy\, and political activities\, and details the reporting requirements and tax consequences of each. We outline specific rules for 501(c)(3) organizations\, including the no-substantial-part test and the 501(h) election\, as well as the rules for 501(c)(4)\, (5)\, and (6) organizations regarding non-deductible member dues and the proxy tax. Finally\, the course offers practical best practices and strategies for carefully tracking and reporting all political and lobbying expenditures. \n  \nLearning Objectives: \nDifferentiate between political\, lobbying\, and advocacy activities. \nExplain the tax reporting requirements and implications of engaging in political activities for various 501(c) entities. \nCompare and contrast lobbying rules and limitations for 501(c)(3) organizations with those for 501(c)(4)\, (5)\, and (6) organizations. \nApply best practices and strategies to accurately track\, document\, and report lobbying and political expenditures in compliance with IRS regulations. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/giving-voice-understanding-and-reporting-lobbying-advocacy-and-political-activities-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/96136339580
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Data Management,Ethics
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/11/AndrewCalvin25-AW.png
ORGANIZER;CN="Andrew Hassler%2C CPA":MAILTO:ahassler@johnsonlambert.com
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