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DTSTART;TZID=America/New_York:20260326T130000
DTEND;TZID=America/New_York:20260326T140000
DTSTAMP:20260504T224809
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:20260326T110000
DTEND;TZID=America/New_York:20260326T120000
DTSTAMP:20260504T224809
CREATED:20251212T163718Z
LAST-MODIFIED:20260327T103646Z
UID:10000842-1774522800-1774526400@usteducation.org
SUMMARY:Cash: It's All About the King
DESCRIPTION:Course Description:  \nBeyond just learning about the three critical financial statements\, this session will discuss how the balance sheet\, income statement and statement of cash flows are used to manage and resource growth. \nDo you have consistent sources of cash\, ideally generated internally\, to fuel the growth of your business? \nCash decisions are about oxygen\, having sufficient – even abundant – cash so that you have options and can make wise decisions. \n  \nLearning Objectives: \nApply financial statements as strategic tools to support business growth. \nAnalyze the true drivers of cash generation. \nDevelop plans to ensure cash abundance\, not just sufficiency. \nImplement strategies to improve cash conversion and liquidity. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/cash-its-all-about-the-king-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/93731201099
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/12/JaneMichele25-1.png
ORGANIZER;CN="Jane-Scott Cantus":MAILTO:jane-scott.cantus@ilexleaders.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260114T110000
DTEND;TZID=America/New_York:20260114T120000
DTSTAMP:20260504T224809
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:20260504T224809
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:20251202T130000
DTEND;TZID=America/New_York:20251202T140000
DTSTAMP:20260504T224809
CREATED:20250907T163522Z
LAST-MODIFIED:20251203T085526Z
UID:10000783-1764680400-1764684000@usteducation.org
SUMMARY:Upsizing\, Downsizing\, and Rightsizing: Lease Considerations in Times of Change
DESCRIPTION:Course Description:  \nKey business shifts—such as return-to-office mandates\, work-from-home policies\, talent acquisition\, workforce reduction\, business expansion\, and funding cuts—can influence your organization’s lease requirements. In this session\, we will discuss the accounting implications of a changing footprint\, including the evaluation of lease modifications under ASC 842\, Leases\, and other essential considerations when downsizing or upsizing your leased space. \n  \nLearning Objectives: \nUnderstand the general guidance regarding lease modifications\, including when to account for a lease modification as a separate contract and when to remeasure a lease liability. \nIdentify accounting considerations when downsizing\, including:\n(a) Lease termination or reduction in leased space\, \n(b) Abandonment of leased space\,\n(c) Impact of becoming a sublessor\,\n(d) Recognizing right-of-use asset impairment\, and \n(e) Treatment of related leasehold improvements. \nIdentify accounting considerations when upsizing\, including:\n(a) Determining the commencement date or effective date\,\n(b) Treatment of incentives\,\n(c) Impact of becoming a sublessee\, and\n(d) Treatment of related leasehold improvements. \n  \nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/upsizing-downsizing-and-rightsizing-lease-considerations-in-times-of-change/
LOCATION:zoom.us/j/94997543346
CATEGORIES:Accounting,Accounting,ASSOCIATIONS & NONPROFITS,B2B/B2G,Finance,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/11/Diana25-AW.png
ORGANIZER;CN="Diana Connolly":MAILTO:diana.connolly@aprio.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251202T110000
DTEND;TZID=America/New_York:20251202T120000
DTSTAMP:20260504T224809
CREATED:20251125T175039Z
LAST-MODIFIED:20251203T085317Z
UID:10000839-1764673200-1764676800@usteducation.org
SUMMARY:Get Ready\, Get Set\, Go New Year!
DESCRIPTION:This event is eligible for CPE Credit only~ \n  \nCourse Description:  \nEnding the current year is a bit more involved than most months—especially from an accounting and financial operations perspective. We will discuss what to think about that is different between all the other months and the last month of the year. During the current year\, you learned some new things\, learned additional best practices and now is the time to prepare to put those processes in place for the new year. Once the year completes\, what are the last items to send you forward into a brand new year on the best foot possible. \n  \nLearning Objectives: \nIdentify essential end-of-year tasks \nPrepare the processes\, documentation\, and system updates needed to transition smoothly into a new fiscal year. \nImplement a practical start-of-year plan to ensure financial operations begin accurately\, efficiently\, and in alignment with best practices. \n  \nTo Watch this Webinar on the Media Library CLICK HERE! \n \n  \n 
URL:https://usteducation.org/event/get-ready-get-set-go-new-year-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/96188903618
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/11/Kim24-1.png
ORGANIZER;CN="Kim Dallefeld":MAILTO:kim@dallefeld.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251110T100000
DTEND;TZID=America/New_York:20251110T161500
DTSTAMP:20260504T224809
CREATED:20250813T151207Z
LAST-MODIFIED:20251030T145822Z
UID:10000770-1762768800-1762791300@usteducation.org
SUMMARY:In Person Registration for Fall Symposium 2025
DESCRIPTION:Navigating the Future \nDate: Monday\, November 10\, 2025 \nTime: 10:00 – 4:15 PM \n**In-person exclusive content 4:15 PM-5:15 PM (ET) \nLocation: In-person will be held at: \nHigher Logic: 4501 Fairfax Dr Suite 301\, Arlington\, VA 22203 \nThis Symposium is a unique opportunity to engage with thought leaders and subject-matter experts who will guide us through the intricate and fascinating world of personal and professional development. Whether you are a seasoned professional\, an emerging leader\, or simply someone eager to enhance your understanding of these vital topics\, this event is designed for you.   \nAgenda: Each session is 1 CPE/CAE Credit \n\nSession 1: (10:00-11:00 PM ET) Bridging the Gap: How Associations Can Win the Next Generation \nCourse Description:  \nAs the workforce evolves to include five generations\, associations face a pivotal opportunity—and challenge—in engaging the next wave of professionals. This session\, grounded in Multiview’s latest research\, “Voice of the Member\,” explores how associations can close the awareness-value gap\, embrace digital fluency\, and revive in-person connection to attract and retain Gen Z and Millennial members. \nThrough real data and actionable strategies\, we’ll unpack what young professionals truly want from associations: tangible career outcomes\, authentic digital engagement\, and meaningful community. Attendees will leave with a modern framework for member engagement and a clear roadmap to future-proof their value proposition. \nLearning Objectives: \n\nIdentify the top barriers preventing young professionals from joining associations—and how to overcome them.\nApply digital-first strategies that resonate with Gen Z and Millennial audiences across platforms like LinkedIn and Instagram.\nDesign in-person experiences that foster connection\, mentorship\, and long-term engagement.\nUse Multiview’s 6M Framework to align mission\, media\, and messaging with evolving member expectations.\n\nSpeaker: Trevor Whyte\, Vice President\, Strategic Partnerships\, Multiview \nCAE: Member and Stakeholder Engagement and Management \nNASBA: Communications & Marketing \n\nSession 2: (11:15-12:15 PM ET) Security by Design: Protecting Your Payments and Reputation \nCourse Description: \nIn today’s digital-first environment\, associations and non-profits are entrusted with sensitive member and donor payment information. A single breach (e.g.\, carding attack) can jeopardize both mission impact and organizational reputation.  A single breach can also lead to the immediate shutdown of your ability to accept payments. This session will guide leaders and finance teams through the essential strategies for securing payment processes from start to finish. From PCI compliance and tokenization to secure vaulting and gateway redundancy\, participants will learn how to create a payment ecosystem that is resilient\, trustworthy\, and built to handle evolving cyber threats. Using real-world scenarios from associations and nonprofits\, we will uncover how proactive security not only protects your data but also strengthens member and donor confidence. \nLearning Objectives: \n\nIdentify the key payment security requirements for associations and nonprofits\, including PCI DSS standards and emerging best practices.\nEvaluate common vulnerabilities in payment workflows and determine appropriate mitigation strategies\nApply tokenization\, encryption\, and secure vaulting techniques to safeguard member and donor data.\nImplement redundancy and contingency plans to ensure business continuity in the event of system downtime or a security incident.\nAssess the role of payment security in preserving organizational trust and donor/member retention.\n\nSpeaker: Wade Tetsuka\, CPA\, President\, U.S. Transactions Corporation \nCAE: Operations \nNASBA: Information Technology \n\n12:15-12:45 PM CATERED LUNCH BREAK \n\nSession 3: (12:45-1:45 PM ET) Putting AI to Work for Your Members: Practical Applications You Can Start Using Today \nCourse Description:  \nArtificial intelligence doesn’t have to be abstract or overwhelming. It can be a practical\, human-centered tool to help associations serve members more effectively. In this session\, we’ll explore three realistic ways associations are already using AI to streamline operations and improve the member experience. \nGuided onboarding: Help prospective members move smoothly from discovering your organization to joining and engaging with benefits. AI can tailor content\, highlight relevant programs\, and reduce friction in the process. \nPredictive renewals: Use AI to identify which members are likely to lapse\, so your team can intervene early with the right message and timing. \nSmarter self-service: Let members make updates to event registrations\, rosters\, and more with AI-powered tools. When they need extra help\, the system can escalate to staff through support tickets or cases. \nThis session is designed for a non-technical audience. We’ll walk through each example with real-world context\, simple visuals\, and a focus on what is possible today. \nLearning Objectives: \n\nDescribe how AI can support guided onboarding by personalizing content and streamlining the new member journey.\nExplain how predictive analytics can identify at-risk members and enable timely\, targeted renewal efforts.\nEvaluate AI-driven self-service tools that improve member experience while optimizing staff workload.\n\nSpeaker: Arden Winner\,  Senior Salesforce Consultant\, Fíonta \nCAE: Member and Stakeholder Engagement and Management \nNASBA: Information Technology \n\nSession 4: (2:00-3:00 PM ET) Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects \nCourse Description: \nIn today’s fast-paced digital landscape\, technology projects are essential to the growth and success of any organization. Yet\, despite careful planning and execution\, many projects face setbacks or fail to meet expectations. Join other technology leaders to discuss the importance of addressing the outcomes of technology projects—both the successes and the challenges—and explore how failures with technology projects\, when handled correctly\, can lead to valuable lessons that strengthen teams and enhance future project success. \nLearning Objectives: \n\nAnalyze the psychological and financial impacts of failed technology projects on teams and organizations.\nDiscuss the value of openly sharing project outcomes—including failures—with peers to foster collective learning.\nIdentify key lessons from both successful and unsuccessful technology projects to strengthen future performance.\nDevelop strategies to rebuild team resilience and confidence following project setbacks.\nApply retrospective tools such as post-mortems to improve outcomes in future technology initiatives.\nEvaluate the role of organizational leaders in mitigating burnout\, managing stress\, and motivating teams during and after challenging tech projects.\n\nSpeaker: Olivia Wilkins Business Analyst/ Project Manager\, PerByte & Josh Carlson Founder & Chief Innovator\, PerByte \nCAE: Operations \nNASBA: Information Technology \n\n \nCAE: Operations \nNASBA: Specialized Knowledge
URL:https://usteducation.org/event/in-person-registration-for-fall-symposium-2025/
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Finance,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/08/DC.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251110T100000
DTEND;TZID=America/New_York:20251110T150000
DTSTAMP:20260504T224809
CREATED:20250818T163018Z
LAST-MODIFIED:20251103T172906Z
UID:10000773-1762768800-1762786800@usteducation.org
SUMMARY:Virtual Registration for Fall Symposium 2025
DESCRIPTION:Navigating the Future \nDate: Monday\, November 10\, 2025 \nTime: 10:00 – 4:15 PM \n**In-person exclusive content 4:15 PM-5:15 PM (ET) \nLocation: In-person will be held at: \nHigher Logic: 4501 Fairfax Dr Suite 301\, Arlington\, VA 22203 \nThis Symposium is a unique opportunity to engage with thought leaders and subject-matter experts who will guide us through the intricate and fascinating world of personal and professional development. Whether you are a seasoned professional\, an emerging leader\, or simply someone eager to enhance your understanding of these vital topics\, this event is designed for you.   \nAgenda: Each session is 1 CPE/CAE Credit \n\nSession 1: (10:00-11:00 PM ET) Bridging the Gap: How Associations Can Win the Next Generation \nCourse Description:  \nAs the workforce evolves to include five generations\, associations face a pivotal opportunity—and challenge—in engaging the next wave of professionals. This session\, grounded in Multiview’s latest research\, “Voice of the Member\,” explores how associations can close the awareness-value gap\, embrace digital fluency\, and revive in-person connection to attract and retain Gen Z and Millennial members. \nThrough real data and actionable strategies\, we’ll unpack what young professionals truly want from associations: tangible career outcomes\, authentic digital engagement\, and meaningful community. Attendees will leave with a modern framework for member engagement and a clear roadmap to future-proof their value proposition. \nLearning Objectives: \n\nIdentify the top barriers preventing young professionals from joining associations—and how to overcome them.\nApply digital-first strategies that resonate with Gen Z and Millennial audiences across platforms like LinkedIn and Instagram.\nDesign in-person experiences that foster connection\, mentorship\, and long-term engagement.\nUse Multiview’s 6M Framework to align mission\, media\, and messaging with evolving member expectations.\n\nSpeaker: Trevor Whyte\, Vice President\, Strategic Partnerships\, Multiview \nCAE: Member and Stakeholder Engagement and Management \nNASBA: Communications & Marketing \n\nSession 2: (11:15-12:15 PM ET) Security by Design: Protecting Your Payments and Reputation \nCourse Description: \nIn today’s digital-first environment\, associations and non-profits are entrusted with sensitive member and donor payment information. A single breach (e.g.\, carding attack) can jeopardize both mission impact and organizational reputation.  A single breach can also lead to the immediate shutdown of your ability to accept payments. This session will guide leaders and finance teams through the essential strategies for securing payment processes from start to finish. From PCI compliance and tokenization to secure vaulting and gateway redundancy\, participants will learn how to create a payment ecosystem that is resilient\, trustworthy\, and built to handle evolving cyber threats. Using real-world scenarios from associations and nonprofits\, we will uncover how proactive security not only protects your data but also strengthens member and donor confidence. \nLearning Objectives: \n\nIdentify the key payment security requirements for associations and nonprofits\, including PCI DSS standards and emerging best practices.\nEvaluate common vulnerabilities in payment workflows and determine appropriate mitigation strategies\nApply tokenization\, encryption\, and secure vaulting techniques to safeguard member and donor data.\nImplement redundancy and contingency plans to ensure business continuity in the event of system downtime or a security incident.\nAssess the role of payment security in preserving organizational trust and donor/member retention.\n\nSpeaker: Wade Tetsuka\, CPA\, President\, U.S. Transactions Corporation \nCAE: Operations \nNASBA: Information Technology \n\n12:15-12:45 PM CATERED LUNCH BREAK \n\nSession 3: (12:45-1:45 PM ET) Putting AI to Work for Your Members: Practical Applications You Can Start Using Today \nCourse Description:  \nArtificial intelligence doesn’t have to be abstract or overwhelming. It can be a practical\, human-centered tool to help associations serve members more effectively. In this session\, we’ll explore three realistic ways associations are already using AI to streamline operations and improve the member experience. \nGuided onboarding: Help prospective members move smoothly from discovering your organization to joining and engaging with benefits. AI can tailor content\, highlight relevant programs\, and reduce friction in the process. \nPredictive renewals: Use AI to identify which members are likely to lapse\, so your team can intervene early with the right message and timing. \nSmarter self-service: Let members make updates to event registrations\, rosters\, and more with AI-powered tools. When they need extra help\, the system can escalate to staff through support tickets or cases. \nThis session is designed for a non-technical audience. We’ll walk through each example with real-world context\, simple visuals\, and a focus on what is possible today. \nLearning Objectives: \n\nDescribe how AI can support guided onboarding by personalizing content and streamlining the new member journey.\nExplain how predictive analytics can identify at-risk members and enable timely\, targeted renewal efforts.\nEvaluate AI-driven self-service tools that improve member experience while optimizing staff workload.\n\nSpeaker: Arden Winner\,  Senior Salesforce Consultant\, Fíonta \nCAE: Member and Stakeholder Engagement and Management \nNASBA: Information Technology \n\nSession 4: (2:00-3:00 PM ET) Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects \nCourse Description: \nIn today’s fast-paced digital landscape\, technology projects are essential to the growth and success of any organization. Yet\, despite careful planning and execution\, many projects face setbacks or fail to meet expectations. Join other technology leaders to discuss the importance of addressing the outcomes of technology projects—both the successes and the challenges—and explore how failures with technology projects\, when handled correctly\, can lead to valuable lessons that strengthen teams and enhance future project success. \nLearning Objectives: \n\nAnalyze the psychological and financial impacts of failed technology projects on teams and organizations.\nDiscuss the value of openly sharing project outcomes—including failures—with peers to foster collective learning.\nIdentify key lessons from both successful and unsuccessful technology projects to strengthen future performance.\nDevelop strategies to rebuild team resilience and confidence following project setbacks.\nApply retrospective tools such as post-mortems to improve outcomes in future technology initiatives.\nEvaluate the role of organizational leaders in mitigating burnout\, managing stress\, and motivating teams during and after challenging tech projects.\n\nSpeaker: Olivia Wilkins Business Analyst/ Project Manager\, PerByte & Josh Carlson Founder & Chief Innovator\, PerByte \nCAE: Operations \nNASBA: Information Technology
URL:https://usteducation.org/event/virtual-registration-for-fall-symposium-2025/
LOCATION:zoom.us/j/91226088334
CATEGORIES:Advocacy,Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Finance,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/08/DC-1-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250924T110000
DTEND;TZID=America/New_York:20250924T120000
DTSTAMP:20260504T224809
CREATED:20250917T175612Z
LAST-MODIFIED:20250924T193555Z
UID:10000789-1758711600-1758715200@usteducation.org
SUMMARY:The Modern Audit-Ready Association
DESCRIPTION:Course Description:  \nThe annual audit doesn’t have to be a stressful\, time-consuming process. In this session\, we’ll explore what it means for associations to be truly “audit-ready” in today’s environment. Drawing on real-world experience preparing nonprofit and association clients for their audits (and having conducted audits in a past life as well!)\, we’ll discuss common challenges organizations face\, from reconciling revenue and grants to documenting internal controls\, and share practical strategies for building strong processes throughout the year. Participants will also see how technology and modern accounting practices can streamline audit preparation\, reduce risk\, and create efficiencies that benefit both management and the board. You’ll leave with a roadmap to transform your audit from a once-a-year scramble into a tool that efficiently demonstrates financial health. \n  \nLearning Objectives: \nUnderstand what it means to be “audit-ready”: Learn the key practices that reduce last-minute surprises and ensure your organization is prepared for an external audit. \nIdentify common audit pain points and how to prevent them: Explore areas like revenue recognition\, grant reporting\, deferred revenue\, reconciliations\, and internal controls\, and how to proactively address them. \nApply practical strategies to strengthen internal controls and documentation: Gain insights into building sustainable processes for approvals\, segregation of duties\, and audit trail maintenance. \nLeverage technology and modern accounting practices: See how tools like cloud-based accounting systems\, workflow automation\, and dashboards can streamline audit preparation and enhance transparency. \n  \nTo Watch this Webinar on the Media Library CLICK HERE! \n \n 
URL:https://usteducation.org/event/the-modern-audit-ready-association/
LOCATION:zoom.us/j/99637175117
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/09/Yevgeniy25.png
ORGANIZER;CN="Yevgeniy Sukhenko":MAILTO:ysukhenko@grfcpa.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250624T110000
DTEND;TZID=America/New_York:20250624T120000
DTSTAMP:20260504T224809
CREATED:20250327T132253Z
LAST-MODIFIED:20250625T103444Z
UID:10000692-1750762800-1750766400@usteducation.org
SUMMARY:Executive Compensation and Other Employee Benefit Considerations in NFPs
DESCRIPTION:Course Description:  \n  \nThis session is designed to focus on the different types of executive compensation and employee benefits that are commonly encountered at not-for-profit organizations such as 457(b)\, 457(f) and other deferred compensation agreements. The session will provide background on these types of compensation vehicles and review both accounting and reporting for such plans\, including review of specific Form 990 considerations. \n  \nLearning Objectives: \n  \nIdentify types of executive compensation and other employee benefits \nAnalyze accounting and financial reporting requirements for executive compensation and employee benefits in not-for-profit organizations.- Form 990 Schedule J and other disclosures \nInterpret Form 990 Schedule J and other required disclosures related to executive compensation and benefit plans. \n  \n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n 
URL:https://usteducation.org/event/executive-compensation-and-other-employee-benefit-considerations-in-nfps/
LOCATION:zoom.us/j/93866991807
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/02/Rebecca25.png
ORGANIZER;CN="Rebecca Horton":MAILTO:rebecca@oconnorcs.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250325T110000
DTEND;TZID=America/New_York:20250325T120000
DTSTAMP:20260504T224809
CREATED:20250224T135910Z
LAST-MODIFIED:20250326T132454Z
UID:10000680-1742900400-1742904000@usteducation.org
SUMMARY:Your Association and PCI Compliance
DESCRIPTION:Course Description:  \nThe Payment Card Industry Data Security Standard (PCI DSS) governs card security for all merchants. Failure to be in compliance can be extremely costly both financially and reputationally. This webinar focuses on the new version PCI DSS 4.01\, which replaced 4.0 on December 31\, 2024 and with which all merchants must comply by March 31\, 2025. The discussion will include changes of the standard and how it applies to those accepting cards as well as tips and techniques for reducing scope of applicability through contracting out card collection and storage. \n  \nLearning Objectives: \nIdentify the 12 principal requirements of PCI DSS 4.01 and explain their significance \nUnderstand Self Assessment Questionnaires (SAQs) \nAnalyze methods to reduce the scope of your Cardholder Data Environment (CDE) \nCompare encryption and tokenization as data security measures and assess their impact on compliance \nDistinguish between Card Present and Card Not Present environments and examine their unique security considerations. \n  \n\n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/your-association-and-pci-compliance/
LOCATION:zoom.us/j/97024830943
CATEGORIES:ASSOCIATIONS & NONPROFITS,Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/02/RickMichaela25.png
ORGANIZER;CN="Rick Ricker":MAILTO:rickricker@ustranscationscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250129T110000
DTEND;TZID=America/New_York:20250129T120000
DTSTAMP:20260504T224809
CREATED:20240912T203650Z
LAST-MODIFIED:20250130T124329Z
UID:10000619-1738148400-1738152000@usteducation.org
SUMMARY:Understanding Standard Monthly Financial Statements
DESCRIPTION:COURSE DESCRIPTION: \nIt’s not uncommon for an Executive Director to receive a set of monthly financial statements from their Finance team as a check-the-box monthly procedure. Financial statements can contain a lot of information\, and unless you have experience in reading\, understanding\, and analyzing them\, the information presented can appear as if it’s presented in another language. \nJoin us to break down a standard set of monthly financial statements you should be receiving from your Finance team and what you should be looking for. We’ll break down the financial statements into “human speak” and equip you with more knowledge so that you can properly interact with your financial statements – and hopefully your Finance team – going forward. \n  \nLEARNING OBJECTIVES: \nInterpret your monthly Statement of Financial Position and Statement of Activities. \nAnalyze key trends in your monthly financial statements to identify significant patterns. \nFormulate insightful questions to ask your Finance team after reviewing your monthly financial statements. \n  \n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n \n 
URL:https://usteducation.org/event/understanding-standard-monthly-financial-statements/
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/09/Yevgeniy24.png
ORGANIZER;CN="Yevgeniy Sukhenko":MAILTO:ysukhenko@grfcpa.com
LOCATION:https://usteducation.org/event/understanding-standard-monthly-financial-statements/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241211T110000
DTEND;TZID=America/New_York:20241211T120000
DTSTAMP:20260504T224809
CREATED:20241018T172812Z
LAST-MODIFIED:20241212T144501Z
UID:10000636-1733914800-1733918400@usteducation.org
SUMMARY:Understanding the Numbers
DESCRIPTION:COURSE DESCRIPTION: \nWhile Wall Street cares about the financial results of the big companies\, we like to focus on understanding how not for profit organizations are faring in their finances. It is important to employees\, future employees\, board members\, donors\, and other stakeholders to understand the financial health of an organization. During this session we will review key items to review to gain insight into the finances of an organization including reviewing the IRS Form 990\, the cash flow statement\, and key ratios that will all provide insight into the overall financial health of the organization. \n  \n  \nLEARNING OBJECTIVES: \nIdentify key metrics used to evaluate the financial health of an organization. \nAnalyze the information available in the public IRS Form 990 to assess organizational financial performance. \nInterpret cash flow statements to determine the financial position of an organization. \nEvaluate key financial ratios and benchmarking data to make informed assessments of an organization’s financial health. \n  \n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n 
URL:https://usteducation.org/event/understanding-the-numbers/
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/10/Colleen-24.png
ORGANIZER;CN="Colleen Smith":MAILTO:colleen@oconnorcs.com
LOCATION:https://usteducation.org/event/understanding-the-numbers/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241210T110000
DTEND;TZID=America/New_York:20241210T120000
DTSTAMP:20260504T224809
CREATED:20241024T172738Z
LAST-MODIFIED:20241211T152212Z
UID:10000642-1733828400-1733832000@usteducation.org
SUMMARY:Practical Applications for AI in Accounting
DESCRIPTION:COURSE DESCRIPTION: \nEveryone’s talking AI in finance these days – but what’s actually changing for controllers? Forget the hype; let’s dive into the real deal. This session cuts through the noise to show how AI is transforming controllership from the ground up. We’ll explore how AI tackles the nitty-gritty: from providing complex flux analyses to turning unstructured data into journal entries. Plus\, we’ll show how AI co-pilots can perform tasks using natural language commands\, turning financial data chaos into streamlined clarity. \n  \nLEARNING OBJECTIVES: \nUnderstanding the “co-pilot” and “auto pilot” Framework \nApply practical hacks with available LLMs \nAnalyze the role of AI in Accounting: Structured to Unstructured and Unstructured to Structured \nEvaluate Flux/Variance with AI \nImplement Agentic Application of AI in Accounting \n  \n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n \n 
URL:https://usteducation.org/event/practical-applications-for-ai-in-accounting/
CATEGORIES:Accounting,Accounting,Association IT,ASSOCIATIONS & NONPROFITS,B2B/B2G,B2B/B2G IT,Finance,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/10/Guy24.png
ORGANIZER;CN="Guy Leibovitz":MAILTO:guy@nominal.so
LOCATION:https://usteducation.org/event/practical-applications-for-ai-in-accounting/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241105T130000
DTEND;TZID=America/New_York:20241105T140000
DTSTAMP:20260504T224809
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:20260504T224809
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:20240627T130000
DTEND;TZID=America/New_York:20240627T140000
DTSTAMP:20260504T224809
CREATED:20240531T171705Z
LAST-MODIFIED:20240627T200653Z
UID:10000590-1719493200-1719496800@usteducation.org
SUMMARY:Modernizing Nonprofit Software for the Digital Age
DESCRIPTION:COURSE DESCRIPTION: \nModernizing nonprofit software is crucial for nonprofits to stay relevant and effective in the digital age. By addressing common business problems and providing better tools for finance and engagement\, nonprofits can increase their impact and achieve their mission more effectively. By attending this session\, you will learn more about the latest Microsoft cloud applications and platforms\, and the rapid transformational impact of AI. \n  \nLEARNING OBJECTIVES: \nUnderstand the Importance of Modernizing Nonprofit Software: \nGain insights into why updating software is crucial for nonprofits to remain relevant and effective in today’s digital landscape.\nIdentify Solutions to Common Nonprofit Business Problems: \nLearn how to address common business challenges within nonprofits by leveraging advanced tools for finance and engagement to enhance overall impact.\nExplore the Latest Microsoft Cloud Applications and AI Innovations: \nDiscover the latest Microsoft cloud applications and platforms\, and understand how rapid advancements in AI can drive transformational change for nonprofits. \n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n \n  \n  \n 
URL:https://usteducation.org/event/modernizing-nonprofit-software-for-the-digital-age/
CATEGORIES:ASSOCIATIONS & NONPROFITS,Finance,Finance,MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/05/JaySteve24.png
ORGANIZER;CN="Jay Malik":MAILTO:jay@tangicloud.com
LOCATION:https://zoom.us/j/94466274967
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240208T150000
DTEND;TZID=America/New_York:20240208T160000
DTSTAMP:20260504T224809
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:20240111T130000
DTEND;TZID=America/New_York:20240111T140000
DTSTAMP:20260504T224809
CREATED:20231207T191222Z
LAST-MODIFIED:20240531T205427Z
UID:10000500-1704978000-1704981600@usteducation.org
SUMMARY:3 Rules to Building an Outstanding Digital Member Experience
DESCRIPTION:COURSE DESCRIPTION: \nIn this session\, you will learn essential insights into how to optimize your organization’s digital member experience and bolster sustainable revenue growth. In this course\, we delve into key strategies and methodologies to elevate your member engagement\, refine value propositions\, and foster a symbiotic relationship between organizational revenue and member value. \nLEARNING OBJECTIVES: \n\n– After attending this session\, you’ll have a deeper understanding of how to score your own digital member experience and identify areas to improve.\n– After attending this session\, you’ll have a deeper understanding of how to package and distribute your member value to reach your members where they are.\n– After attending this session\, you’ll have a deeper understanding of how your organizational revenue and your member value are synergistic\, and how this knowledge will help you direct your resources for a more sustainable future.\n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/w481-3-rules-to-building-an-outstanding-digital-member-experience/
LOCATION:https://zoom.us/j/96319202934
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Data Management,Finance,Growth/Sales,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/12/Dan24-1.png
ORGANIZER;CN="Dan Stevens":MAILTO:dan.stevens@talewinddigital.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230713T130000
DTEND;TZID=America/New_York:20230713T140000
DTSTAMP:20260504T224809
CREATED:20230315T181457Z
LAST-MODIFIED:20240531T205435Z
UID:10000390-1689253200-1689256800@usteducation.org
SUMMARY:W435: A Walk Through Form 990
DESCRIPTION:COURSE DESCRIPTION: \nForm 990 forms the core backbone of your tax-exempt organization’s relationship with the IRS\, as well as an important link to the general public. Join us for a high-level overview of Form 990\, with a focus on the most common parts and sections\, including compensation reporting\, financial information\, lobbying political activity\, and more. \n  \nLEARNING OBJECTIVES: \n\n– Learn how Form 990 fits in to your tax-exempt organization’s relationships with the IRS and the public\n– Understand how Form 990 is organized\, composed\, and prepared\n– Recognize common errors and misunderstandings surrounding Form 990\n\nTo Watch the Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/w435-a-walk-through-form-990/
LOCATION:https://zoom.us/j/98517720731
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,Business Strategy,Finance,Tax
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/03/Calvin-1.png
ORGANIZER;CN="J. Calvin Marks%2C CPA":MAILTO:cmarks@johnsonlambert.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230209T130000
DTEND;TZID=America/New_York:20230209T140000
DTSTAMP:20260504T224809
CREATED:20220804T174214Z
LAST-MODIFIED:20240531T212718Z
UID:10000157-1675947600-1675951200@usteducation.org
SUMMARY:What is Credit Card Processing | Best Practices
DESCRIPTION:COURSE DESCRIPTION: \n\nCredit card processing or Merchant Services is widely used by businesses and nonprofit organizations.  One can hardly image today going through life without being able to purchase goods and services without using a credit card.\n \nIn spite of its ubiquitousness in commerce\, there are a lot of things that organizations are not being told about credit card processing (aka Merchant Services).  If you know some important things that you are NOT being told today by your service provider (or in the general media)\, you would have greater opportunities for data security\, cost savings\, and process improvements (i.e.\, eliminating manual processes).\n\n \n\n\n\n\nLEARNING OBJECTIVES: \n\n\n\nLearn about 4 important payment trends which emerged from the pandemic.\nLearn two key changes you should make in 2022 with your payment and credit card collection practices.\nUnderstand Credit card fees — what you are NOT being told and why that is costing your organization money.\nLearn alternatives to credit card collections — the ecosystem that supports Visa/MasterCard and AMEX definitely don’t want you to know this.\nLearn PCI compliance and security issues for 2022 — why are you not aware of this.\nLearn how to do an RFP for Merchant Services — an outline that you can use today.
URL:https://usteducation.org/event/what-is-credit-card-processing-best-practices/
LOCATION:https://zoom.us/j/98557415641
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Finance,Finance,Payments/PCI Compliance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/08/RECENT-websiteemail-Graphics-1200X600-px-30.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221220T111500
DTEND;TZID=America/New_York:20221220T121500
DTSTAMP:20260504T224809
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:20221026T150000
DTEND;TZID=America/New_York:20221026T160000
DTSTAMP:20260504T224809
CREATED:20220804T161326Z
LAST-MODIFIED:20240531T213220Z
UID:10000139-1666796400-1666800000@usteducation.org
SUMMARY:B137: What You are NOT Being Told About Credit Card Processing
DESCRIPTION:Credit card processing or Merchant Services is widely used by businesses and nonprofit organizations.  One can hardly image today going through life without being able to purchase goods and services without using a credit card.\n \nIn spite of its ubiquitousness in commerce\, there are a lot of things that organizations are not being told about credit card processing (aka Merchant Services).  If you know some important things that you are NOT being told today by your service provider (or in the general media)\, you would have greater opportunities for data security\, cost savings\, and process improvements (i.e.\, eliminating manual processes).\n \n\n\n\n\nLEARNING OBJECTIVES\n \n\n\nLearn about 4 important payment trends which emerged from the pandemic.\nLearn two key changes you should make in 2022 with your payment and credit card collection practices.\nUnderstand Credit card fees — what you are NOT being told and why that is costing your organization money.\nLearn alternatives to credit card collections — the ecosystem that supports Visa/MasterCard and AMEX definitely don’t want you to know this.\nLearn PCI compliance and security issues for 2022 — why are you not aware of this.\nLearn how to do an RFP for Merchant Services — an outline that you can use today.
URL:https://usteducation.org/event/b137-what-you-are-not-being-told-about-credit-card-processing/
LOCATION:https://zoom.us/j/99112914601
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Finance,Finance,Finance,MICROSOFT DYNAMICS,Payments/PCI Compliance,Payments/PCI Compliance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/08/126.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220907T110000
DTEND;TZID=America/New_York:20220907T123000
DTSTAMP:20260504T224809
CREATED:20220804T135151Z
LAST-MODIFIED:20240531T210146Z
UID:10000127-1662548400-1662553800@usteducation.org
SUMMARY:B127: How To Write An RFP (Request For Proposal) For Merchant Services. Improving Your Business Process And Net Income
DESCRIPTION:COURSE DESCRIPTION:  \nWhat Criteria Should Every Merchant Services RFP Contain and Why Does it Matter? \nYour credit card processing fees are a top ten-line item in your General Ledger. When releasing an RFP to evaluate new merchant service providers\, knowing how the credit card industry works is crucial. Your fiduciary obligation and reputation are on the line. With compliance standards to meet\, and risks to mitigate\, there is much to understand. We will demystify the credit card processing flow\, players\, terminology\, and musts to consider. You will leave feeling prepared to write your RFP and EVALUATE your perspective merchant service providers based on the criteria most important for your organization. We will evaluate how to identify the gaps in your current payments ecosystem and supply you with the questions to ask to reduce these issues in your future state. \n1. Knowing What You Don’t Know \n2. Terminology of the Industry and the Flow of Payments \n3. Capturing Your Current State Through GAP Analysis \n4. Risk Mitigation (PCI Compliance\, Fraud) \n5. How to Compare Pricing and Find Hidden Fees \n6. Putting it All Together: Writing the RFP with Your Future State in Mind \n\n\n\n\n \nLEARNING OBJECTIVES:\n\n\nLearn how to give your organization a higher level of understanding of payment processing and equip you to make the most educated/informed decision on your payment processor/merchant services selection.\nProvide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.\nLearn how to create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.\n\n 
URL:https://usteducation.org/event/how-to-write-an-rfp-request-for-proposal-for-merchant-services-improving-your-business-process-and-net-income/
LOCATION:https://zoom.us/j/99951702989
CATEGORIES:Accounting,Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Cybersecurity,Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/08/Kates-June-September-websiteemail-Graphics-1200X600-px-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220825T130000
DTEND;TZID=America/New_York:20220825T143000
DTSTAMP:20260504T224809
CREATED:20220804T132154Z
LAST-MODIFIED:20240531T211526Z
UID:10000126-1661432400-1661437800@usteducation.org
SUMMARY:B129: Unlocking the Mystery of PCI Compliance
DESCRIPTION:In this course you will learn best practices of  organizations in 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. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nGain an overview of the PCI Compliance Requirements\nLearn 9 practical tips to achieve a more secure payment environment\nUnderstand what are the annual SAQ requirements
URL:https://usteducation.org/event/unlocking-the-mystery-of-pci-compliance/
LOCATION:https://us02web.zoom.us/j/85349685569
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Finance,Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/08/B129.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220809T110000
DTEND;TZID=America/New_York:20220809T123000
DTSTAMP:20260504T224809
CREATED:20220526T142302Z
LAST-MODIFIED:20240531T205504Z
UID:10000111-1660042800-1660048200@usteducation.org
SUMMARY:Guide to Fraud Prevention & Detection | Safeguarding Your Organization
DESCRIPTION:View Webinar Recording \nListen to the Podcast \nIn this course\, you will learn how Associations can identify sources of fraud and how to limit your exposure to fraud. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nLearn how to reduce the likelihood of internal fraud.\nLearn about best practices to implement for fraud prevention\nLearn how to probe weaknesses that leave you vulnerable to bad actors
URL:https://usteducation.org/event/guide-to-fraud-prevention-detection-safeguarding-your-organization/
LOCATION:https://us02web.zoom.us/j/2172193952?pwd=NzJ0bXh2d29FL211dkl5QXJQNG5Ndz09
CATEGORIES:Accounting,Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Cybersecurity,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/W288.site_.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220713T110000
DTEND;TZID=America/New_York:20220713T123000
DTSTAMP:20260504T224809
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:20220526T110000
DTEND;TZID=America/New_York:20220526T123000
DTSTAMP:20260504T224809
CREATED:20220518T125441Z
LAST-MODIFIED:20240531T205533Z
UID:10000087-1653562800-1653568200@usteducation.org
SUMMARY:Compliance & Risk Management Training: Key Considerations
DESCRIPTION:View Recorded Webinar \nListen to the Podcast \n\n\n\nGKG Law’s Rich Bar will be the instructor for a UST Ed webinar on May 26\, 2022. Rich’s webinar\, Association/Nonprofit Board of Directors: Governance\, Risk Management & Training\, is targeted to CEOs\, COOs and CFOs. Attendees will learn how to better equip board members and directors for success in their roles; how to ensure the board continuously works to promote and obtain the mission of the organization; fiduciary duty considerations and challenges; and appropriate conflict of interest management. Further course description can be found below. \n  \nOne of the most important components of an association CEO/COO/CFO’s demanding role involves serving as a day-to-day conduit to the board. Boards comprised solely of volunteers sometimes don’t receive the comprehensive training needed to perform successfully. Too often\, volunteer board directors don’t understand the full spectrum of fiduciary\, contractual and legal duties associated with their role\, or the risks and responsibilities involved when a perceived or actual conflict of interest arises. As a CEO/COO/CFO\, what steps can be taken to avoid these potentially critical issues? \n\n\n  \n\n\n\n\nLEARNING OBJECTIVES\n\n\nLearn how to better equip board members for success in their roles through training and communication.\nLearn how to educate volunteer board members to understand their fiduciary\, contractual and legal duties associated with their role\nUnderstand what steps can be taken as a C-Level executive to avoid potential critical issues around board governance.
URL:https://usteducation.org/event/compliance-risk-management-training-key-considerations/
LOCATION:Group Internet-Based
CATEGORIES:Accounting,ASSOCIATIONS & NONPROFITS,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/W286website.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220517T150000
DTEND;TZID=America/New_York:20220517T163000
DTSTAMP:20260504T224809
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:20220511T130000
DTEND;TZID=America/New_York:20220511T143000
DTSTAMP:20260504T224809
CREATED:20220527T152103Z
LAST-MODIFIED:20240531T211702Z
UID:10000117-1652274000-1652279400@usteducation.org
SUMMARY:W250: PCI Compliance Workshop 101 for Associations
DESCRIPTION:View Recorded Webinar \nListen to the Podcast \nDid 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. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nGain an overview of the PCI Compliance Requirements\nLearn 9 practical tips to achieve a more secure payment environment\nUnderstand what are the annual SAQ requirements
URL:https://usteducation.org/event/w250-pci-compliance-workshop-101-for-associations/
LOCATION:Group Internet-Based
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Cybersecurity,Finance,Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-20.png
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END:VCALENDAR