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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260521T130000
DTEND;TZID=America/New_York:20260521T140000
DTSTAMP:20260604T033311
CREATED:20260213T173340Z
LAST-MODIFIED:20260522T123251Z
UID:10000876-1779368400-1779372000@usteducation.org
SUMMARY:CFO Financial Communications and Interactions With Boards
DESCRIPTION:Course Description:  \nThe relationship between a Chief Financial Officer (CFO) and a nonprofit’s Board of Directors is critical to the organization’s success\, stability\, and mission achievement. This session is designed to equip CFOs and senior finance leaders with the essential communication skills and strategic insights needed to effectively partner with\, educate\, and influence the board. We will explore how to move beyond basic reporting to deliver financial information that is strategic\, clear\, and action-oriented\, helping board members fulfill their fiduciary duties. Topics will include translating complex financial statements into key organizational narratives\, managing the budget process with board oversight\, communicating about risk and reserves\, and handling challenging questions from diverse board member backgrounds \n  \nLearning Objectives: \nAdapt financial reports and presentations to meet the distinct information needs of different board committees (e.g.\, Finance\, Audit\, Investment).\n \nTranslate complex financial data into clear\, concise\, and compelling narratives that directly connect financial performance to the organization’s mission and strategic goals.\n \nFacilitate productive board discussions on the annual budget\, presenting it not just as a spending plan\, but as a roadmap for executing strategy.\n \nEmploy best practices for anticipating and responding to challenging or technical financial questions from board members with non-financial backgrounds.\n \n \n\nTo Watch this Webinar on the Media Library CLICK HERE! \n \n\n 
URL:https://usteducation.org/event/cfo-financial-communications-and-interactions-with-boards-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/91665921432
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260326T130000
DTEND;TZID=America/New_York:20260326T140000
DTSTAMP:20260604T033311
CREATED:20260213T172700Z
LAST-MODIFIED:20260327T103708Z
UID:10000875-1774530000-1774533600@usteducation.org
SUMMARY:Operating Reserves as a Key Indicator of Financial Health
DESCRIPTION:Course Description:  \nAn adequate operating reserve is one of the most critical indicators of a nonprofit organization’s financial health\, resilience\, and sustainability. This session provides a practical\, in-depth guide to understanding\, establishing\, and managing an effective operating reserve policy. Participants will learn how to determine the appropriate reserve target based on their organization’s unique risk profile and operational needs. We will cover the mechanics of calculating the reserve\, best practices for policy documentation\, and effective strategies for communicating the purpose and status of the reserve to the board\, staff\, and external stakeholders. Ultimately\, this course will equip leaders with the tools to leverage their operating reserve as a strategic financial asset\, ensuring the organization can navigate unforeseen challenges and maintain continuous service delivery. \n  \nLearning Objectives: \nDefine what an operating reserve is. \nExplain why an operating reserve is considered a key metric for assessing a nonprofit’s financial strength and long-term sustainability. \nOutline the essential components of a formal\, board-approved operating reserve policy\, including funding\, use\, and replenishment guidelines. \nDescribe strategies for clearly communicating the operating reserve policy and its financial status to the board of directors and other internal and external audiences. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/operating-reserves-as-a-key-indicator-of-financial-health-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/94212073692
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260114T110000
DTEND;TZID=America/New_York:20260114T120000
DTSTAMP:20260604T033311
CREATED:20251121T180626Z
LAST-MODIFIED:20260114T225319Z
UID:10000836-1768388400-1768392000@usteducation.org
SUMMARY:How Much Should Nonprofits Hold In Reserve?
DESCRIPTION:Course Description:  \nKeeping reserves for a “rainy day” is a good practice for all associations\, but how much should your organization set aside? A percentage of annual budget? Three-to-six months? The answer is: it depends. Every association is unique and can experience distinct unexpected circumstances that may affect its long-term financial health. \nThis engaging session focuses on how to conduct a risk assessment that will assist your association in quantifying financial risks and opportunities. Once completed\, this risk assessment aims to assist in finding the appropriate reserve level for your organization. \nWhether you are in the initial phases of creating your nest egg or re-evaluating longstanding reserve levels\, this session is for you. \n  \nLearning Objectives: \nUnderstand how much the “typical” nonprofit and association holds in reserve through Raffa’s Study on Nonprofit Investing (SONI) \nAssess risks and opportunities for your organization to find the appropriate level of reserve. \nDevelop a reserve policy that documents your review and serves as valuable context for future stakeholders. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/how-much-should-nonprofits-hold-in-reserve-free-cpe-credit-free-cae-credit/
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/11/RyanMarkDennis25-1.png
ORGANIZER;CN="Ryan Frydenlund":MAILTO:ryan@raffaadvisers.com
LOCATION:https://usteducation.org/event/how-much-should-nonprofits-hold-in-reserve-free-cpe-credit-free-cae-credit/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251203T130000
DTEND;TZID=America/New_York:20251203T140000
DTSTAMP:20260604T033311
CREATED:20251024T182507Z
LAST-MODIFIED:20251204T114917Z
UID:10000818-1764766800-1764770400@usteducation.org
SUMMARY:Integrating Financial Health Assessments into Your Organization’s Planning Process
DESCRIPTION:Course Description\nThe markers for tracking and assessing a nonprofit organization’s financial health are not a mystery. The key elements of financial health (operating reserves\, funding\, and operational expenses) are generally easy to identify and understand. The biggest challenge is making the commitment to periodically pause and assess which direction the key markers of financial health are trending (up or down). We will discuss how adopting a commitment to pause and make an honest assessment of your organization’s every changing financial picture is an essential best practice. We will also discuss why operating reserves need to be treated as a key strategic financial health priority. Organizations that have accumulated significant operating reserves are in a more sustainable position than organizations that do not have adequate operating reserves. Thus\, operating reserves are an important indicator of longevity and financial health.\n \nLearning Objectives\n\nExplain the key elements of financial health and how they respond to changing conditions and unexpected disruptions. \nDesign and implement procedures to perform a periodic financial health assessment within their organization. \nAnalyze the role of operating reserves in organizational sustainability and use them as a strategic indicator of financial health. \nApply a financial health assessment template\, adapting it to evolving organizational needs and strategic priorities. \n\n  \nTo Watch this Webinar on the Media Library CLICK HERE! \n \n  \n 
URL:https://usteducation.org/event/changing-perceptions-about-audit-committees-how-to-better-position-to-be-value-added-free-cpe-credit-free-cae-credit-2/
LOCATION:zoom.us/j/92744218130
CATEGORIES:Accounting,Accounting,ASSOCIATIONS & NONPROFITS,B2B/B2G,Budgeting,Finance,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/11/MichaelPaul24-AW.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241105T130000
DTEND;TZID=America/New_York:20241105T140000
DTSTAMP:20260604T033311
CREATED:20240522T175528Z
LAST-MODIFIED:20241113T144151Z
UID:10000584-1730811600-1730815200@usteducation.org
SUMMARY:Technology Trends to Anticipate for 2025
DESCRIPTION:Course Description:  \nWhat upcoming technology trends do you need to plan and budget for in 2025? As an executive you don’t have time to parse through all the hype and scare tactics used to sell different products and services in the technology space. \nWe do. \nAllow us to isolate what trends will realistically impact your organization\, how you can prepare\, and what you can expect to achieve in 2025. We’ll cover: – System trends: Windows 10 EOL – Software trends: Artificial Intelligence and Shadow IT – People trends: Gen Z in the Workplace Join us for the executive-level discussion! \n  \nLearning Objectives: \nIdentify key system trends for 2025\, including the end-of-life (EOL) of Windows 10\, and assess how these changes will impact organizational IT infrastructure. \nEvaluate the emerging software trends\, particularly Artificial Intelligence (AI) and shadow IT\, and understand their potential risks and opportunities for associations. \nAnalyze the workplace dynamics and expectations of Gen Z employees\, preparing organizations to effectively integrate this generation into the workforce. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/technology-trends-to-anticipate-for-2025/
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Budgeting
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/01/Chris24.png
ORGANIZER;CN="Heinan Landa":MAILTO:hlanda@optimalnetworks.com
LOCATION:https://zoom.us/j/94505009941
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240711T110000
DTEND;TZID=America/New_York:20240711T120000
DTSTAMP:20260604T033311
CREATED:20240624T142825Z
LAST-MODIFIED:20240719T155730Z
UID:10000593-1720695600-1720699200@usteducation.org
SUMMARY:Planning Like It's Your Opening Day: Resources to Develop Your Next Annual Budget
DESCRIPTION:COURSE DESCRIPTION: \nImagine your association is opening its doors for the first time this year. What will it cost to operate it? Where will its revenue come from? What will its impact be? This webinar is designed to help association CEOs and their leadership teams consider a new approach to annual budgeting – one focused on how to grow revenue\, relevance\, and relationships\, not on how to simply cut expenses. \n  \nLEARNING OBJECTIVES: \n1. Discuss an approach to annual association budgeting aligned to the mission and requirements within by-laws.\n2. Share in examples of the budgeting process at all stages of development.\n3. Develop a plan for next year’s association budget built on an “opening day” mindset. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/planning-like-its-your-opening-day-resources-to-develop-your-next-annual-budget/
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/06/Lawrence24-2.png
LOCATION:https://usteducation.org/event/planning-like-its-your-opening-day-resources-to-develop-your-next-annual-budget/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240208T150000
DTEND;TZID=America/New_York:20240208T160000
DTSTAMP:20260604T033311
CREATED:20231205T193706Z
LAST-MODIFIED:20240531T205416Z
UID:10000495-1707404400-1707408000@usteducation.org
SUMMARY:Zero-Based Budgeting: An Approach for 21st Century Financial Management
DESCRIPTION:COURSE DESCRIPTION: \nCongratulations! Your association is opening in 2024. What will it cost to operate it? Where will its revenue come from? What will its impact be? This hands-on session will adapt a process called “zero-based budgeting\,” first introduced in the 1970s\, as a possible way to drive your organization’s growth in the 2020s. \n  \nLEARNING OBJECTIVES: \n\nLearn the strategies of zero-based budgeting as a way to begin fiscal year budgeting.\nPractice implementing zero-based budgeting strategies in sample scenarios.\nDiscuss the steps needed to consider financial planning based on future needs\, not current realities.\n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/w484-zero-based-budgeting-an-approach-for-21st-century-financial-management/
LOCATION:https://zoom.us/j/92458736774
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Data Management,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/08/Lawrence24.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221220T111500
DTEND;TZID=America/New_York:20221220T121500
DTSTAMP:20260604T033311
CREATED:20221013T215316Z
LAST-MODIFIED:20240531T205450Z
UID:10000239-1671534900-1671538500@usteducation.org
SUMMARY:Multichannel Selling: Implications on Sales Tax Obligations
DESCRIPTION:COURSE DESCRIPTION: \nLearn how to help your business navigate the myriad tax obligation considerations when selling through multiple channels. \n  \nLEARNING OBJECTIVES: \n\nLearn how the acceleration of multichannel selling has affected retail businesses.\nSales tax considerations to keep in mind when selling through the most common channels.\nLearn how multichannel sales impact economic nexus.\nLearn the five steps to proper sales tax compliance.
URL:https://usteducation.org/event/multichannel-selling-implications-on-sales-tax-obligations/
LOCATION:zoom.us/j/93461788129
CATEGORIES:Accounting,Association IT,ASSOCIATIONS & NONPROFITS,B2B/B2G,B2B/B2G IT,Budgeting,Business Strategy,Business Strategy,Finance,Finance,Tax
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/09/W364WS.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220713T110000
DTEND;TZID=America/New_York:20220713T123000
DTSTAMP:20260604T033311
CREATED:20220526T123901Z
LAST-MODIFIED:20240531T205521Z
UID:10000108-1657710000-1657715400@usteducation.org
SUMMARY:What is NICRA: Beginners Guide to Understanding NICRA
DESCRIPTION:View Webinar Recording \nListen to the Podcast \nA Negotiated Indirect Cost Rate Agreement\, or NICRA\, is a negotiated agreement between a company and its cognizant auditor\, documenting the government’s acceptance of the company’s estimated indirect rates for the next five fiscal years. The NICRA establishes the indirect rates a company may use on proposals for work with the Federal Government. Once established with one agency\, this NICRA is accepted across all other agencies within the Federal Government. In this basic-level course designed for small to mid-sized organizations\, participants will learn what a NICRA is\, when it is needed\, the pros and cons of having one\, and recommendations for how to prepare the NICRA. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nUnderstand the relative terms and definitions for a NICRA.\nLearn the Pros and Cons of having a NICRA.\nIdentify when to pursue a NICRA for the first time.\nLearn what is required to prepare a NICRA.\nHave the answers to the most frequently asked questions around a NICRA.
URL:https://usteducation.org/event/what-is-nicra-beginners-guide-to-understanding-nicra/
LOCATION:Group Internet-Based
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,B2B/B2G,Budgeting,Business Strategy,Business Strategy,Finance,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/W275.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220517T150000
DTEND;TZID=America/New_York:20220517T163000
DTSTAMP:20260604T033311
CREATED:20220527T160839Z
LAST-MODIFIED:20240531T205547Z
UID:10000121-1652799600-1652805000@usteducation.org
SUMMARY:Grant Management Solutions: How to Automate Grants Management
DESCRIPTION:View Recorded Webinar \nListen to the Podcast \nThis session will provide an overview of the general grant lifecycle which is typical for federal\, state\, and foundation related grants. It will focus on the different types of cost allocation methods that can be used to charge donors for re-imbursements. Passthrough grants or subawards to grantees will be reviewed. Throughout the session\, automating processes will be an underlying theme. The goal is to highlight where manual procedures can be automated to save time and reduce errors. Finally\, the session will identify key features to look for when evaluating a grants management solution. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nUnderstand the typical grants life cycle – from application to close.\n Identify typical grant related data elements\nSpecify a grant budget – typical expense categories. Enforce allowable expenses.\nClassify direct and indirect costs\nFormulate indirect costs – multiple options (transactional\, pooling\, negotiated rates)\nCalculate effort reporting and certification process\nUnderstand matching scenarios between grants
URL:https://usteducation.org/event/grant-management-solutions-how-to-automate-grants-management/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Budgeting,Business Strategy,Business Strategy,Finance,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-24.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220510T130000
DTEND;TZID=America/New_York:20220510T143000
DTSTAMP:20260604T033311
CREATED:20220527T151702Z
LAST-MODIFIED:20231013T180507Z
UID:10000116-1652187600-1652193000@usteducation.org
SUMMARY:Operating Reserves and the Path to Sustainability – UST Education Series
DESCRIPTION:View Recorded Webinar \nListen to the Podcast \nWe will discuss Operating Reserves and the Path to Sustainability where we will explain important core concepts related to operating reserves and connections to enhancing sustainability. Concepts covered will include strategies and goals for building operating reserves\, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning\, messaging and reporting to your board of directors. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nLearn the operating reserves and the path to sustainability\nLearn important core concepts related to operating reserves and connections to enhancing sustainability\nLearn strategies and goals for building operating reserves\, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning\, messaging and reporting to your board of directors
URL:https://usteducation.org/event/operating-reserves-and-the-path-to-sustainability-ust-education-series/
LOCATION:Group Internet-Based
CATEGORIES:Budgeting,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-19.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220118T130000
DTEND;TZID=America/New_York:20220118T143000
DTSTAMP:20260604T033311
CREATED:20220328T190339Z
LAST-MODIFIED:20240531T210904Z
UID:10000050-1642510800-1642516200@usteducation.org
SUMMARY:Best Corporate Budgeting Practices | Key Components
DESCRIPTION:This course will review the best practices for establishing corporate wide budgets\, forecasting\, controlling and monitoring budgets. We will also review budgeting products with a focus on NetSuite ERP system. An overview of the budgeting process will drive the topics from the initial creation of budgets to successful execution of the budget. \n\n\n\n\n\n \n\n\nLEARNING OBJECTIVES\n\n\nUnderstand budgeting terminology.\nIdentify the general enterprise level budgeting processes.\nPreview forecasting options for creating budgets.\nAnalyze typical budget reporting such as budget vs actual report.\nGain knowledge of budgeting data flows and integration technology.
URL:https://usteducation.org/event/best-corporate-budgeting-practices-key-components/
LOCATION:Group Internet-Based
CATEGORIES:Accounting,Association IT,ASSOCIATIONS & NONPROFITS,B2B/B2G,B2B/B2G IT,Budgeting,Business Strategy,Business Strategy,Data Management,Data Management,Finance,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/03/BACKLOG-FOR-RELAUNCH-Eli-website-1200X600-px-21.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210921T150000
DTEND;TZID=America/New_York:20210921T163000
DTSTAMP:20260604T033311
CREATED:20220328T190355Z
LAST-MODIFIED:20240531T213644Z
UID:10000054-1632236400-1632241800@usteducation.org
SUMMARY:Why You Should Develop a Cryptocurrency Investment Strategy for Your Business
DESCRIPTION:Cryptocurrency is built on top of Blockchain technology. This new technology has vastly improved efficiency in nearly every industry. Throughout history efficiency has always won. The technology is itself in pre adoption; although just beginning there are still businesses\, organizations and governments investing millions of dollars into the technology. Join us to learn why. \n\n\n\n\n\n\n \n\n\nLEARNING OBJECTIVES\n\n\nLearn why businesses are investing in crypto and how it’s beneficial to their organizations.\nLearn how to utilize blockchain technology for payment security and efficiency.\nLearn how other organizations are growing their company’s treasury and reserves.
URL:https://usteducation.org/event/why-you-should-develop-a-cryptocurrency-investment-strategy-for-your-business/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Budgeting,Business Strategy,Business Strategy,Finance,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/03/unnamed-1.png
END:VEVENT
END:VCALENDAR