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  • How to Write an RFP for Merchant Services | Key Considerations

    Group Internet-Based

    INSTRUCTORS: Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, President, UST, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

  • Best Corporate Budgeting Practices | Key Components

    Group Internet-Based

    INSTRUCTORS: Mike Canniff, CEO, PyanGo || CREDITS: CPE 1.5 hours (NASBA Category: Finance - Technical) || CREDITS: CAE 1.5 hours (Field of Study: Strategic Management) || COST: $---

  • PCI Compliance Best Practices

    Group Internet-Based

    INSTRUCTORS: David Schlum, Co-Founder and Software Architect at Added Innovation LLC; Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, CPA, President, UST || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

  • How to write an RFP Request for Proposal

    Group Internet-Based

    INSTRUCTORS: Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, President, UST, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

  • Operating Reserves and the Path to Sustainability – UST Education Series

    Group Internet-Based

    INSTRUCTOR: A. Michael Gellman, CPA, CGMA, Co-Founder, Sustainability Education 4 Nonprofits; Paul Preziotti, Partner, Johnson Lambert LLP || CREDITS: CPE 1.5 hours (NASBA Category: Finance Technical) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

  • W250: PCI Compliance Workshop 101 for Associations

    Group Internet-Based

    INSTRUCTORS: David Schlum, Co-Founder and Software Architect at Added Innovation LLC; Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, CPA, President, UST || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

  • Compliance & Risk Management Training: Key Considerations

    Group Internet-Based

    INSTRUCTORS: Rich Bar, Partner, Nonprofit Practice Leader, GKG Law || CREDITS: CPE 1.5 hours (NASBA Category: Business Law) || CREDITS: CAE 1.5 hours (Subject Domain: Governance) || COST: $--

    Free

  • What is NICRA: Beginners Guide to Understanding NICRA

    Group Internet-Based

    INSTRUCTOR: Matt McKelvey, President, Financial & Accounting Management, Government Contracting, and Business Valuation Subject Matter Expert, The McKelvey Group, Inc. || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $--

    Free

  • Guide to Fraud Prevention & Detection | Safeguarding Your Organization

    https://us02web.zoom.us/j/2172193952?pwd=NzJ0bXh2d29FL211dkl5QXJQNG5Ndz09
    Virtual Event

    INSTRUCTOR: Julie Broadway, President & CEO, American Horse Council & American Horse Council Foundation || CREDITS: CPE 1.5 hours (NASBA Category: Business Management and Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $--

    Free

  • B129: Unlocking the Mystery of PCI Compliance

    https://us02web.zoom.us/j/85349685569

    INSTRUCTORS: Jenni Glaze, COO, UST and Julie Duncan, Association Practice Leader, UST || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

    Free

  • B137: What You are NOT Being Told About Credit Card Processing

    https://zoom.us/j/99112914601
    Virtual Event

    INSTRUCTORS: Jenni Glaze, COO, US Transactions Corporation; and Wade Tetsuka, CPA, President, UST || CREDITS: CPE 1 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1 hours (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • Multichannel Selling: Implications on Sales Tax Obligations

    zoom.us/j/93461788129
    Virtual Event

    INSTRUCTORS: Larry Sheetz, Sales Executive, Avalara || CREDITS: CPE 1 hour (NASBA Category: Taxes) || CREDITS: CAE 1 hour (Subject Domain: Administration) || FORMAT: Webinar || COST: $---

    Free

  • What is Credit Card Processing | Best Practices

    https://zoom.us/j/98557415641
    Virtual Event

    INSTRUCTORS: Jenni Glaze, COO, US Transactions Corporation; and Julie Duncan, Association Practice Leader, UST || CREDITS: CPE 1 hour (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • W435: A Walk Through Form 990

    https://zoom.us/j/98517720731
    Virtual Event

    INSTRUCTORS: J. Calvin Marks, CPA, Principal, Johnson Lambert LLP; and Andrew Hassler, Senior Tax Associate, Johnson Lambert LLP || CREDITS: CPE 1 hour (NASBA Category: Accounting) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • 3 Rules to Building an Outstanding Digital Member Experience

    https://zoom.us/j/96319202934
    Virtual Event

    INSTRUCTOR: Dan Stevens, President, WorkerBee.TV; Marcus Leite, Director, Sales & Marketing, WorkerBee.TV, Inc. || CREDITS: CPE 1 hour (NASBA Category: Communications and Marketing) || CREDITS: CAE 1 hour (Subject Domain: Marketing & Communications) || FORMAT: Webinar || COST: $---

    Free

  • Zero-Based Budgeting: An Approach for 21st Century Financial Management

    https://zoom.us/j/92458736774
    Virtual Event

    W484 - INSTRUCTOR: Lawrence M. Paska, Ph.D., CAE, Executive Director, National Council for the Social Studies || CREDITS: CPE 1 hour (NASBA Category: Finance) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • Modernizing Nonprofit Software for the Digital Age

    B227: INSTRUCTOR: Jay Malik, CEO, Tangicloud, Steve Potts, President, Tangicloud || CREDITS: CPE 1 hour (NASBA Category: Computer Software & Applications) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • Technology Trends to Anticipate for 2025

    Virtual Event

    W498 - INSTRUCTOR: Heinan Landa, Founder & CEO, Optimal Networks Inc and Chris Abel, Partner & CIO Consultant || CREDITS: CPE 1 hour (NASBA Category: Information Technology) || CREDITS: CAE 1 hour (Subject Domain: Marketing & Communications) || FORMAT: Webinar || COST: $---

    Free

  • Practical Applications for AI in Accounting

    Virtual Event

    W549 - INSTRUCTOR: Guy Leibovitz, CEO, Nominal || CREDITS: CPE 1 hour (NASBA Category: Information Technology) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • Understanding the Numbers

    Virtual Event

    W557 - INSTRUCTOR: Colleen Smith, Principal, O'Connor Consulting Services|| CREDITS: CPE 1 hour (NASBA Category: Accounting) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • Understanding Standard Monthly Financial Statements

    Virtual Event

    W545 - INSTRUCTOR: Yevgeniy Sukhenko, GRF CPAs & Advisors || CREDITS: CPE 1 hour (NASBA Category: Accounting) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • Your Association and PCI Compliance

    zoom.us/j/97024830943
    Virtual Event

    B247 - Your Association and PCI Compliance - INSTRUCTOR: Rick Ricker, SVP Enterprise Solutions, US Transactions, Michaela Johnson, Director Customer Service, US Transactions || CREDITS: CPE 1 hours (NASBA Category: Information Technology) || CREDITS: CAE 1 hours (Subject Domain: Operations) || COST: $---

    Free

  • Executive Compensation and Other Employee Benefit Considerations in NFPs

    zoom.us/j/93866991807
    Virtual Event

    W606 - Executive Compensation and Other Employee Benefit Considerations in NFPs - INSTRUCTOR: Rebecca Horton, Director, O'Connor Consulting Services || CREDITS: CPE 1 hour (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • The Modern Audit-Ready Association

    zoom.us/j/99637175117
    Virtual Event

    W643 - The Modern Audit-Ready Association - INSTRUCTOR: Yevgeniy Sukhenko, Partner, GRF CPAs & Advisors || CREDITS: CPE 1 hour (NASBA Category: Auditing) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • Virtual Registration for Fall Symposium 2025

    zoom.us/j/91226088334
    Virtual Event

    Fall Symposium 2025: Session 1: Bridging the Gap: How Associations Can Win the Next Generation, Instructor: Trevor Whyte, Vice President, Strategic Partnerships, Multiview CAE: Member and Stakeholder Engagement and Management NASBA: Communications & Marketing; Session 2: Security by Design: Protecting Your Payments and Reputation, Instructor: Wade Tetsuka, CPA, President, UST, CAE: Operations NASBA: Information Technology; Session 3: Putting AI to Work for Your Members: Practical Applications You Can Start Using Today Instructor: Arden Winner,  Manager, Accent Practice, Fíonta, CAE: Member and Stakeholder Engagement and Management NASBA: Information Technology; Session 4:Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects, Instructor: Olivia Wilkins Business Analyst/ Project Manager, PerByte & Josh Carlson Founder & Chief Innovator, PerByte, CAE: Operations NASBA: Information Technology, Session 5: Navigating the Future: Innovation, Security, and Member-Centric Strategies for Associations, Instructor: All previous CAE: Operations NASBA: Specialized Knowledge

    Free

  • In Person Registration for Fall Symposium 2025

    Fall Symposium 2025: Session 1: Bridging the Gap: How Associations Can Win the Next Generation, Instructor: Trevor Whyte, Vice President, Strategic Partnerships, Multiview CAE: Member and Stakeholder Engagement and Management NASBA: Communications & Marketing; Session 2: Security by Design: Protecting Your Payments and Reputation, Instructor: Wade Tetsuka, CPA, President, UST, CAE: Operations NASBA: Information Technology; Session 3: Putting AI to Work for Your Members: Practical Applications You Can Start Using Today Instructor: Arden Winner,  Manager, Accent Practice, Fíonta, CAE: Member and Stakeholder Engagement and Management NASBA: Information Technology; Session 4:Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects, Instructor: Olivia Wilkins Business Analyst/ Project Manager, PerByte & Josh Carlson Founder & Chief Innovator, PerByte, CAE: Operations NASBA: Information Technology, Session 5: Navigating the Future: Innovation, Security, and Member-Centric Strategies for Associations, Instructor: All previous CAE: Operations NASBA: Specialized Knowledge

    Free

  • Get Ready, Get Set, Go New Year!

    zoom.us/j/96188903618
    Virtual Event

    M375 – Get Ready, Get Set, Go New Year! – INSTRUCTOR: Kim Dallefeld, CEO/Senior Consultant, Dallefeld Consulting, LLC || CREDITS: CPE 1 hour (NASBA Category: Accounting) || CREDITS: CAE 1 hours (Subject Domain: Operations) || FORMAT: Webinar || COST: $—

    Free

  • Upsizing, Downsizing, and Rightsizing: Lease Considerations in Times of Change

    zoom.us/j/94997543346
    Virtual Event

    B286 - Upsizing, Downsizing, and Rightsizing: Lease Considerations in Times of Change - INSTRUCTOR: Diana Connolly, Director, Nonprofit Consulting, Aprio Advisory Group, LLP || CREDITS: CPE 1 hour (NASBA Category: Accounting) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

    Free

  • Integrating Financial Health Assessments into Your Organization’s Planning Process

    zoom.us/j/92744218130
    Virtual Event

    W611 – Integrating Financial Health Assessments into Your Organization’s Planning Process - INSTRUCTORS: A. Michael Gellman, CPA, CGMA, Co-Founder at Sustainability Education 4 Nonprofits; and Paul Preziotti, CPA, Partner, Johnson Lambert LLP || CREDITS: CPE 1 hours (NASBA Category: Accounting) || CREDITS: CAE 1 hours (Subject Domain: Operations) || FORMAT: Webinar || COST: $—

    Free