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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260701T110000
DTEND;TZID=America/New_York:20260701T120000
DTSTAMP:20260401T155133Z
CREATED:20260401T155021Z
LAST-MODIFIED:20260401T155133Z
UID:10000888-1782903600-1782907200@usteducation.org
SUMMARY:AI Is Changing the Inbox\, Are Your Emails Ready?
DESCRIPTION:Course Description:  \nAI is already reshaping how emails are delivered\, summarized\, and prioritized—especially in Gmail. That means your members may be seeing a version of your email before they even open it. In this session\, we’ll break down how inboxes are changing\, what it means for associations\, and how to adjust your email strategy now. You’ll walk away with simple\, practical ways to improve your email structure\, content\, and design so your emails stay visible\, relevant\, and effective. \n  \nLearning Objectives: \nUnderstand how AI is changing the inbox—including how emails are being filtered\, prioritized\, and even summarized before members read them.\n \nIdentify the common email mistakes that hurt engagement today (and will be amplified by AI)\, based on real examples from association email audits.\n \nApply simple design and content best practices that make emails easier for both members and inbox algorithms to understand and act on.\n \nDevelop a practical checklist to future-proof your email strategy and keep your messages visible\, relevant\, and effective moving forward.\n \n 
URL:https://usteducation.org/event/ai-is-changing-the-inbox-are-your-emails-ready-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/97651892924
CATEGORIES:ASSOCIATIONS & NONPROFITS,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/04/Amber26.png
ORGANIZER;CN="Amber Worthen":MAILTO:amber@emailmaven.co
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T130000
DTEND;TZID=America/New_York:20260708T140000
DTSTAMP:20260401T160651Z
CREATED:20260401T160651Z
LAST-MODIFIED:20260401T160651Z
UID:10000889-1783515600-1783519200@usteducation.org
SUMMARY:The M&A Blind Spot: What Association Leaders Need to Know About Valuation Before It’s Too Late
DESCRIPTION:Course Description:  \nIndustry consolidation is reshaping the landscape for associations and nonprofits. Member organizations are merging\, being acquired\, or disappearing — and with them\, the dues revenue\, advertising base\, and vendor ecosystems that associations depend on. Yet most association executives are watching this happen without the tools to understand\, quantify\, or respond to it strategically. This session draws on over a decade of strategic valuation and market intelligence work across Fortune 1000 companies\, private equity portfolios\, and nonprofit mergers to give association leaders a practical\, thought-leadership grounded understanding of how M&A really works — from the wide range of valuation outcomes that make deals unpredictable\, to the due diligence failures that sink them\, to the fundamentally different rules that apply when nonprofits merge versus when for-profits transact. Whether your members are the ones consolidating or your association is considering its own strategic combination\, this session will elevate your ability to lead through it. \n  \nLearning Objectives: \nUnderstand why industry consolidation directly impacts association membership\, revenue\, and strategic positioning — and how to account for it before it becomes a crisis\n \nLearn the difference between valuation as a financial exercise and valuation as a strategic decision-making tool for boards\, mergers\, and capital allocation\n \nIdentify the most common due diligence failures that cause mergers and acquisitions to underperform — and what responsible leadership looks like on both the buy and sell side\n \nRecognize when your organization is “too late” in planning for sellability\, merger readiness\, or consolidation response — and the minimum viable steps to course-correct\n \nApply a practical framework for assessing whether to buy\, build\, merge\, or find a niche — whether your organization is a for-profit\, nonprofit\, or trade association
URL:https://usteducation.org/event/the-ma-blind-spot-what-association-leaders-need-to-know-about-valuation-before-its-too-late-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/92937397585
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/04/Edgar26.png
ORGANIZER;CN="Edgar Baum":MAILTO:edgar@avasta.co
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260715T130000
DTEND;TZID=America/New_York:20260715T140000
DTSTAMP:20260626T202531Z
CREATED:20260626T191601Z
LAST-MODIFIED:20260626T202531Z
UID:10000907-1784120400-1784124000@usteducation.org
SUMMARY:Scenario Planning for Nonprofit Associations:  Building Resilience and Sustaining Impact
DESCRIPTION:Course Description:  \nIn Today’s dynamic environment\, nonprofit organizations must be prepared to navigate uncertainty while staying focused on their mission. In this session\, we will explore practical approaches to scenario planning and revenue diversification that support financial sustainability.\n \n\nParticipants will learn how to build and evaluate ‘what-if’ financial scenarios\, identify strategies to diversify and stabilize revenue streams\, assess growth and expansion opportunities\, and apply key questions and best practices throughout the planning process.\n\n  \nLearning Objectives: \n\nIllustrate and define strategies for building scenario plans that can help your nonprofit associations continue to focus on their mission.\n\n \nIdentify revenue diversification solutions that support financial sustainability.\n \nApply best practices and key questions during the scenario planning process.\n \n \n \n 
URL:https://usteducation.org/event/scenario-planning-for-nonprofit-associations-building-resilience-and-sustaining-impact-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/92612431295
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Finance,Non-Dues Revenue
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/06/Teresa26.png
ORGANIZER;CN="Teresa Henderson":MAILTO:teresa.henderson@yptc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260716T130000
DTEND;TZID=America/New_York:20260716T140000
DTSTAMP:20260611T172949Z
CREATED:20260526T160545Z
LAST-MODIFIED:20260611T172949Z
UID:10000903-1784206800-1784210400@usteducation.org
SUMMARY:Insourcing vs. Outsourcing IT: Not An Either/Or Decision
DESCRIPTION:Course Description:  \nBetween insourcing\, outsourcing\, and every possible hybrid configuration in between\, it can be tough to know which IT management strategy would serve your organization best.\n \nOptimal Networks has spent 35 years helping associations design and refine their approach to IT management—including cases where we’ve “lost” business to internal hires. We’ve seen organizations thrive when their model is the right fit\, and we’ve seen the costly disruptions that follow when it isn’t.\n \nThis session is designed to help set your association down that first path.\n  \nLearning Objectives: \nCategorize the various components of IT management\n \nExamine the operational risks and opportunities tied to each component\n \nCompare common management models: insourced\, outsourced\, or co-managed IT\n \nOutline key variables to consider when choosing the right model for your association\n \n \n \n 
URL:https://usteducation.org/event/insourcing-vs-outsourcing-it-not-an-either-or-decision-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/96768433376
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Hiring/Retention/HR
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/09/Chris24-2.png
ORGANIZER;CN="Heinan Landa":MAILTO:hlanda@optimalnetworks.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260722T110000
DTEND;TZID=America/New_York:20260722T120000
DTSTAMP:20260626T192845Z
CREATED:20260626T185918Z
LAST-MODIFIED:20260626T192845Z
UID:10000906-1784718000-1784721600@usteducation.org
SUMMARY:From “What We Do” to “Why Members Care”: Building a Stronger Association Value Proposition
DESCRIPTION:Course Description:  \n\nAssociations offer meaningful value to their members\, but that value is not always easy to  explain\, or act on. When messaging is too broad\, benefits feel disconnected\, and teams describe the organization in different ways\, members may miss the very reasons they should engage\, renew\, attend\, or participate.\n \nWhen your audience\, value\, and strategy are not clearly defined\, communication can become too broad. Teams may describe the organization in different ways. Member benefits may feel disconnected. Marketing may become more focused on activity than clarity.\n \nIn this session\, Cheri Quinn and Emily Youngblood will share a practical brand strategy framework associations can use to clarify who they serve\, what they offer\, why it matters\, and how they deliver value differently. Using the same approach Mercury Creative Group uses when building brand guides with clients\, they will walk through how to write a value proposition and strategy statement that support stronger messaging\, better internal alignment\, and more meaningful member engagement.\n \nAttendees will leave with practical language frameworks they can begin using right away to make their association’s value clearer\, more specific\, and easier for members to understand.\n\n  \nLearning Objectives: \n\nDefine a primary audience so messaging is focused on the members who matter most to your organization’s growth\, engagement\, and impact.\n \nWrite a value proposition that clearly communicates who you serve\, what they need\, what you offer\, why it matters\, and how your organization is different.\n \nCreate a strategy statement that gives your team a simple internal guide for decision-making\, marketing\, and member experience.\n \nApply brand strategy elements as messaging guardrails for emails\, website content\, event promotion\, membership campaigns\, and internal alignment.\n\n \n \n \n \n 
URL:https://usteducation.org/event/from-what-we-do-to-why-members-care-building-a-stronger-association-value-proposition-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/91325907573
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Culture/Communication,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/04/CheriEmily26-1.png
ORGANIZER;CN="Cheri Quinn":MAILTO:cheri@mercurycreativegroup.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260722T130000
DTEND;TZID=America/New_York:20260722T140000
DTSTAMP:20260416T163817Z
CREATED:20260416T163817Z
LAST-MODIFIED:20260416T163817Z
UID:10000894-1784725200-1784728800@usteducation.org
SUMMARY:The Strength of Associations: Volunteering Around the World
DESCRIPTION:Course Description:  \nVolunteering is a powerful force behind the success of associations—but its impact looks different across regions\, cultures\, and communities. In this webinar\, we’ll explore how associations can harness volunteering as a strategic asset to drive engagement\, strengthen member value\, and expand global impact.\n \nYou’ll gain insights into how volunteering practices vary around the world\, what motivates individuals in different cultural contexts\, and how expectations of volunteer roles can differ significantly across geographies. We’ll also share practical strategies to help you recruit\, engage\, and support volunteers effectively—no matter where they are.\n \nWhether you’re building a global program or refining an existing one\, this session will equip you with actionable ideas to create a more inclusive\, scalable\, and impactful volunteer ecosystem.\n  \n  \nLearning Objectives: \nEvaluate how associations can unlock the full potential of volunteering to drive impact and engagement\n \nUnderstand how volunteering varies across cultures\, regions\, and expectations worldwide\n \nApply practical strategies to attract\, motivate\, and support volunteers in a global context
URL:https://usteducation.org/event/the-strength-of-associations-volunteering-around-the-world-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/94209519667
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Hiring/Retention/HR,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/04/PietroJim26.png
ORGANIZER;CN="Pietro Macchiarella":MAILTO:pmacchiarella@ypo.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T110000
DTEND;TZID=America/New_York:20260729T120000
DTSTAMP:20260430T180936Z
CREATED:20260416T203856Z
LAST-MODIFIED:20260430T180936Z
UID:10000896-1785322800-1785326400@usteducation.org
SUMMARY:Revenue Unplugged: Ask Us Anything About Non-Dues Revenue
DESCRIPTION:Course Description:  \nYou’ve heard the presentations\, read the case studies\, and seen the slides—but when it comes to your association\, the practical questions about non-dues revenue always remain. That’s why we’re opening the floor for a candid\, fast-paced session with four of the association community’s go-to experts in sponsorship\, strategy\, business models\, and partnerships.\nThis “Ask Us Anything” session brings together more than a century of combined experience helping associations design\, diversify\, and grow their revenue streams. Bring your toughest challenges and most curious “what ifs”—this is your chance to explore solutions that make sense for your members\, mission\, and market.\n  \nLearning Objectives: \nIdentify creative twists on traditional sponsorships and partnerships\n \nEvaluate the value of aligning revenue goals with mission\, member value\, and sponsor value\n \nAnalyze current trends in pricing packaging\, and corporate engagement\n \nApply strategies to move from one-off ideas or events to sustainable revenue programs
URL:https://usteducation.org/event/revenue-unplugged-ask-us-anything-about-non-dues-revenue-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/98383897085
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Growth/Sales,Non-Dues Revenue
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/04/BarbaraBruceDanMichael26.png
ORGANIZER;CN="Barbara Armentrout":MAILTO:barbara@bjasolutions.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260729T130000
DTEND;TZID=America/New_York:20260729T140000
DTSTAMP:20260626T192837Z
CREATED:20260626T192636Z
LAST-MODIFIED:20260626T192837Z
UID:10000908-1785330000-1785333600@usteducation.org
SUMMARY:Membership Innovation: Flipping the Script on Engagement
DESCRIPTION:Course Description:  \nAssociation professionals are constantly challenged to attract\, engage\, and retain members and volunteers in an increasingly competitive environment. This interactive webinar provides practical innovation tools that participants can apply immediately to strengthen engagement across their organization.\n \nAttendees will learn how to uncover hidden assumptions that may be limiting the effectiveness of current membership and volunteer engagement strategies. Through reframing techniques\, participants will explore new ways to approach recruitment\, retention\, volunteer involvement\, and member value creation.\n \nThe webinar combines expert insights\, real-world examples\, and guided interactive exercises that help participants evaluate their current engagement challenges and generate fresh ideas they can implement right away. Participants will also explore belonging-centered engagement models designed to foster stronger connections\, deeper participation\, and long-term loyalty.\n \nBy the end of the session\, attendees will leave with practical strategies that can help transform the way their organization engages members and volunteers.\n  \nLearning Objectives: \nImprove member recruitment and retention efforts by using reframing techniques to identify barriers\, uncover new opportunities\, and adapt strategies to better meet member needs.\n \nEnhance volunteer engagement by analyzing how belonging\, motivation\, and behavior influence participation\, and by redesigning simple engagement models that create stronger connections.\n \nApply basic innovation tools such as idea mapping\, prototyping\, and peer feedback to test engagement ideas and bring practical\, low-risk improvements back to their teams and chapters.\n 
URL:https://usteducation.org/event/membership-innovation-flipping-the-script-on-engagement-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/98080614986
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Hiring/Retention/HR
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/01/Justin26.png
ORGANIZER;CN="Justin Burniske%2C MBA":MAILTO:justin.burniske@meta-dao.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260805T110000
DTEND;TZID=America/New_York:20260805T120000
DTSTAMP:20260619T160540Z
CREATED:20260616T143045Z
LAST-MODIFIED:20260619T160540Z
UID:10000905-1785927600-1785931200@usteducation.org
SUMMARY:The Mindset Shift: Migrating from Legacy "AMS Thinking" to AI-Ready "CRM Thinking"
DESCRIPTION:REGISTRATION IS LIMITED TO 20! \nRESERVE YOUR SPOT! \nCourse Description:  \nFor years\, associations have operated under “AMS thinking”—relying on rigid\, all-in-one Association Management Systems to manage member data in structured silos. As member expectations evolve and artificial intelligence redefines operational capabilities\, transitioning to Salesforce offers a powerful alternative. However\, success requires more than just new software. It demands a fundamental shift to “CRM thinking.” This session is designed to guide association leaders through this paradigm shift and prepare them for a successful migration in an AI-dominated landscape.\n \nWe will focus on understanding the critical architectural differences between legacy databases and a relationship-focused platform.\n \nWe will specifically analyze how “CRM thinking” unlocks native\, predictive AI capabilities (such as member churn prediction and personalized engagement paths) that are impossible to achieve within the rigid\, siloed data structures of “AMS thinking.” Additionally\, we will demystify the Salesforce ecosystem\, helping you evaluate implementation partners and determine the right configuration of Salesforce tools (such as the Nonprofit Cloud) to meet your association’s specific operational needs.\n  \nLearning Objectives: \nContrast the operational and architectural differences between legacy “AMS thinking” and a relationship-centric\, AI-ready “CRM thinking” approach.\n \nEvaluate implementation partners and determine the right configuration of Salesforce tools (such as the Nonprofit Cloud and Einstein AI) to meet your association’s specific operational needs.\n \nFormulate a structured vetting process to select a qualified Salesforce implementation partner who understands association workflows.\n \nDesign a high-level roadmap for aligning legacy business processes with Salesforce’s flexible automation and predictive intelligence capabilities.\n \n 
URL:https://usteducation.org/event/the-mindset-shift-migrating-from-legacy-ams-thinking-to-ai-ready-crm-thinking-free-cpe-credit-free-cae-credit/
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Data Management
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/06/Jason25.png
ORGANIZER;CN="Jason Bailey":MAILTO:jasonb@bosma.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260922T130000
DTEND;TZID=America/New_York:20260922T140000
DTSTAMP:20260216T152331Z
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:20260930T110000
DTEND;TZID=America/New_York:20260930T120000
DTSTAMP:20260526T055952Z
CREATED:20260515T120621Z
LAST-MODIFIED:20260526T055952Z
UID:10000901-1790766000-1790769600@usteducation.org
SUMMARY:Future-Proofing your Association: Creating Ethical AI Guidelines
DESCRIPTION:Course Description:  \nAI is transforming how associations deliver value—but few have clear policies to guide AI use. A recent study shows that while most executives are embracing AI\, only 13 percent have implemented an AI policy. Without guidance\, associations risk inconsistency\, data exposure\, and missteps. In this session\, you will learn how to write and sustain effective AI guidelines and leave with practical strategies for what to include—and what to avoid\, how to balance compliance with innovation\, and how to use AI responsibly across content and distribution channels. \n  \nLearning Objectives: \nIdentify the essential components of an effective AI policy for associations\n \nDevelop an AI policy for your association\n \nDistinguise between which AI guidelines are nice to have\, and which are must haves\n \nUnderstand the difference between ethical v. legal perspectives\n \nAnalyze the risks and opportunities AI presents to association executives\n \n 
URL:https://usteducation.org/event/future-proofing-your-association-creating-ethical-ai-guidelines-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/96756240503
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Ethics
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/05/Sheri25-1.png
ORGANIZER;CN="Sheri Singer":MAILTO:sheri@singercomm.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261021T110000
DTEND;TZID=America/New_York:20261021T120000
DTSTAMP:20260313T161659Z
CREATED:20260116T152900Z
LAST-MODIFIED:20260313T161659Z
UID:10000861-1792580400-1792584000@usteducation.org
SUMMARY:What's New in BC 2026 Wave 2
DESCRIPTION:This event is eligible for CPE Credit only~ \n  \nCourse Description:  \nHere is an opportunity to learn what’s new in BC. \nBusiness Central has two major updates each year. Today you will get the highlights of what’s new in the latest release. This will cover multiple areas of BC. \n  \nLearning Objectives: \nAnalyze what is new in BC \nEvaluate the update rollouts \nUnderstand how to manage your update schedule
URL:https://usteducation.org/event/50093-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/91041321099
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Data Management,MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/02/Andrew24.png
ORGANIZER;CN="Andrew Good":MAILTO:agood@libertygrove.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261110T110000
DTEND;TZID=America/New_York:20261110T120000
DTSTAMP:20260515T120044Z
CREATED:20260515T115900Z
LAST-MODIFIED:20260515T120044Z
UID:10000900-1794308400-1794312000@usteducation.org
SUMMARY:Till System Death Do Us Part: Lasting Partnerships
DESCRIPTION:Course Description:  \nSystem churn drains budgets\, burns out staff\, and frustrates members. This session shows how to cultivate vendor partnerships that last\, from pinpointing the real problem and requirements\, to choosing a true partner\, to sustaining the relationship long after launch. Participants will explore why implementations go off the rails\, how to establish governance and routines that keep both sides aligned\, and what to do if the partnership falters. Through real scenarios and clear checklists\, participants will leave with a practical roadmap to avoid “shiny object” distractions and maximize the value of their systems. \n  \nLearning Objectives: \nDiagnose the root causes of system churn in their own organization and vendor relationships.\n \nDesign a simple governance and communication framework to align internal stakeholders and vendor partners before\, during\, and after implementation.\n \nApply tools (scorecards\, health checks\, and structured conversations) to repair strained vendor relationships and extend the life of existing systems.\n \n 
URL:https://usteducation.org/event/till-system-death-do-us-part-lasting-partnerships-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/93631372529
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/05/TobinDavid26.png
ORGANIZER;CN="Tobin Conley%2C CAE%2C CIP":MAILTO:tconley@delcor.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261112T130000
DTEND;TZID=America/New_York:20261112T140000
DTSTAMP:20260216T152347Z
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
END:VEVENT
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