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DTSTART;TZID=America/New_York:20260521T130000
DTEND;TZID=America/New_York:20260521T140000
DTSTAMP:20260419T064237
CREATED:20260213T173340Z
LAST-MODIFIED:20260216T152411Z
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 
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:20260624T110000
DTEND;TZID=America/New_York:20260624T120000
DTSTAMP:20260419T064237
CREATED:20260209T025822Z
LAST-MODIFIED:20260313T160028Z
UID:10000871-1782298800-1782302400@usteducation.org
SUMMARY:Communication Killers: Why Smart C-Suite Leaders Lose Their Jobs—And How Not to Be Next
DESCRIPTION:Course Description:  \nYou didn’t get to the top because you lack skills. But what takes down even the best association CEOs and C-suite leaders isn’t performance—it’s communication. Misread your board or misjudge your staff dynamics\, and your credibility can erode fast\, taking your reputation and role down with it. \nThis one-hour\, high-intensity webinar pulls back the curtain on the silent career derailers that sideline association executives. You’ll get a candid look at how subtle missteps in messaging\, tone\, or alignment can turn collaboration into confrontation\, and what you can do today to stop it. \nWalk away with a clearer sense of how your leadership voice is heard\, where it might be misfiring\, and how mastering this one skill may be the reason you keep your job… or start planning your next move. \n  \nLearning Objectives: \nDecode board and staff dynamics before they blow up your leadership credibility. \nAdapt your communication style to defuse conflict and build trust. \nSpot early warning signs that your leadership message isn’t landing—and fix it before it’s too late.
URL:https://usteducation.org/event/communication-killers-why-smart-c-suite-leaders-lose-their-jobs-and-how-not-to-be-next-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/94675406323
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Culture/Communication
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/Richard26.png
ORGANIZER;CN="Richard Yep":MAILTO:richard.yep@vettedsolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260701T130000
DTEND;TZID=America/New_York:20260701T140000
DTSTAMP:20260419T064237
CREATED:20260327T173345Z
LAST-MODIFIED:20260327T173345Z
UID:10000886-1782910800-1782914400@usteducation.org
SUMMARY:7 Expectations: The Conversations That Build\, Protect\, and Repair Every Business Relationship
DESCRIPTION:Course Description:  \nEvery business relationship you’re in right now is running on expectations — what each person needs\, what they’re willing to give\, and what the relationship needs to feel like for both sides to stay genuinely invested. Most of those expectations have never been spoken out loud. That gap\, between what people assume and what they’ve actually agreed to\, is where relationships quietly fall apart.\n \nThis session introduces the 7 Expectations framework — a research-grounded\, practically tested approach to the conversations that every professional relationship needs and almost never gets. Drawing on social psychology\, cross-cultural research\, and real-world application across industries\, this session gives participants the language\, the structure\, and the confidence to surface expectations before they become problems that can’t be fixed.\n \nParticipants will leave with tools they can use in their next conversation.\n  \nLearning Objectives: \nBy the end of this session\, participants will be able to:\n \nExplain why unspoken expectations — not bad intentions or poor strategy — are the primary cause of professional relationship breakdown\, and why most people are never taught to address them directly.\n \nDescribe the psychology behind how individuals and organizations measure value\, including the cost-benefit calculation that drives every relationship decision people make\, often without realizing it.\n \nIdentify the seven categories of expectation that every professional relationship depends on — Value\, Centricity\, Engagement\, Accountability\, Mastery\, Transparency\, and Experience — and recognize which expectations are most at risk in their own relationships.\n \nApply the 7 Expectations framework to real relationships in their professional context\, including customer relationships\, employee relationships\, and partner or vendor relationships.\n \nUse the question sets from the framework to open expectation conversations that feel honest and productive rather than confrontational or performative.
URL:https://usteducation.org/event/7-expectations-the-conversations-that-build-protect-and-repair-every-business-relationship-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/97970730996
CATEGORIES:Business Strategy,Culture/Communication
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/03/JC26.png
ORGANIZER;CN="JC Quintana":MAILTO:jc@jcquintana.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260922T130000
DTEND;TZID=America/New_York:20260922T140000
DTSTAMP:20260419T064237
CREATED:20260213T174336Z
LAST-MODIFIED:20260216T152331Z
UID:10000878-1790082000-1790085600@usteducation.org
SUMMARY:Building a Culture of Inclusion Through Budgets\, Financial Reporting and Communication
DESCRIPTION:Course Description:  \nIn this presentation we will discuss actions and tactics you can use to better connect project managers and staff with budget planning and budget building processes including adding an annual budget process assessment\, engaging staff with rolling projections and looking forward\, budgeting for revenue and support\, special tactics for budgeting for salaries\, and how decentralizing the budget building process and documenting budget assumptions is key to success.  We will also discuss how creating an inclusive culture about the budgeting process is critical to the above. \n  \nLearning Objectives: \n\nEmploy tactics to better connect project managers and staff with the budgeting process.\n \nCreate an inclusive culture to facilitate a better budgeting process\n \nDevelop and document more accurate budget projections.\n\n \n 
URL:https://usteducation.org/event/building-a-culture-of-inclusion-through-budgets-financial-reporting-and-communication-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/92190428486
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:20261112T130000
DTEND;TZID=America/New_York:20261112T140000
DTSTAMP:20260419T064237
CREATED:20260213T173842Z
LAST-MODIFIED:20260216T152347Z
UID:10000877-1794488400-1794492000@usteducation.org
SUMMARY:Using Pipeline Reports to Navigate Funding and Improve Sustainability
DESCRIPTION:Course Description:  \nFor nonprofit organizations\, a robust and well-managed funding pipeline is the lifeblood of long-term sustainability. This session provides a deep dive into the creation\, analysis\, and strategic application of pipeline reports\, which track and project incoming revenue from all sources\, including grants\, major gifts\, individual donors\, and contracts. Participants will learn how to transition from reactive fundraising to proactive financial forecasting by establishing clear pipeline stages\, accurately estimating close rates\, and identifying potential gaps in future funding. We will cover how to use this data not only to manage the development team but also to inform the annual budget\, guide strategic decisions about program expansion\, and communicate a reliable vision of financial health to the board. Mastering pipeline reporting is key to ensuring continuous operations and achieving mission impact. \n  \nLearning Objectives: \n\nDesign a Pipeline: Structure a comprehensive funding pipeline that incorporates various revenue streams (grants\, individual giving\, etc.) into a single\, cohesive reporting system.\n \nForecast Revenue: Utilize pipeline metrics\, such as close rates and average gift size\, to generate accurate and reliable revenue forecasts for the current and subsequent fiscal years.\n \nIdentify Funding Gaps: Analyze pipeline reports to proactively identify potential shortfalls or high-risk areas in future funding and develop contingency plans.\n \nCommunicate Sustainability: Leverage pipeline reports to effectively communicate the organization’s current funding trajectory and long-term sustainability outlook to the board\, staff\, and external partners.\n\n \n 
URL:https://usteducation.org/event/using-pipeline-reports-to-navigate-funding-and-improve-sustainability-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95678306303
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
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