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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:20261110T130000
DTEND;TZID=America/New_York:20261110T140000
DTSTAMP:20261027T171028Z
CREATED:20261027T170505Z
LAST-MODIFIED:20261027T171028Z
UID:10000929-1794315600-1794319200@usteducation.org
SUMMARY:Renewal Campaigns That Keep Members Coming Back
DESCRIPTION:Course Description:  \n  \nMost members decide whether to renew long before the renewal notice goes out. By the time it lands\, you’re not renewing them\, you’re chasing them. Many associations end up running a rescue operation every renewal season\, segmenting by membership tier and leading with deadlines instead of the relationship. This session walks through a different approach: Ask\, Capture\, Act. Start the conversation 90 days out\, find the members on the fence while there’s still time\, and route each answer to the right next step automatically. You’ll see how a professional association turned one renewal question into $956K in renewal value and nearly 12\,000 conversions. You’ll also see how a trade association started a similar campaign by confirming the right contact before asking for the renewal. \n  \nLearning Objectives: \n  \nIdentify at-risk members months before the renewal notice goes out \n  \nTurn renewal reminders into conversations about the value members received \n  \nRespond to each member’s reason for hesitating with the right next step \n 
URL:https://usteducation.org/event/renewal-campaigns-that-keep-members-coming-back-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/94398958948
CATEGORIES:ASSOCIATIONS & NONPROFITS,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/10/dave25-2.png
ORGANIZER;CN="Dave Will":MAILTO:dave@propfuel.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261111T110000
DTEND;TZID=America/New_York:20261111T120000
DTSTAMP:20261001T181827Z
CREATED:20261001T181827Z
LAST-MODIFIED:20261001T181827Z
UID:10000918-1794394800-1794398400@usteducation.org
SUMMARY:Beyond the Legacy AMS: Scaling Your Association With Flexible\, Future-Ready CRM Solutions
DESCRIPTION:Course Description: \nFor decades\, associations relied on traditional Association Management Systems (AMS) to manage memberships\, events\, and dues. However\, rigid software models designed to solve yesterday’s problems often trap organizations in static workflows\, hindering their ability to adapt to modern member expectations. In an era where agility and personalization are critical\, forward-thinking association leaders are shifting from monolithic AMS architectures to scalable\, enterprise CRM platforms (such as Microsoft Dynamics 365 or Salesforce). \nThis session explores how moving to a flexible CRM ecosystem empowers associations to break free from technology bottlenecks\, integrate modern AI capabilities\, and build an infrastructure designed to scale for the next generation. Join industry experts as we break down the transition process\, evaluate long-term ROI\, and share practical frameworks for modernizing your tech stack without disrupting daily operations. \n  \nLearning Objectives: \nAMS vs. Enterprise CRM: Compare rigid\, single-purpose software with adaptable CRM platforms to evaluate the strategic shift. \n  \nBuilding for Next-Gen Scale: Explain how modern CRM solutions allow associations to flex\, personalize member journeys\, and easily integrate third-party tools as member needs evolve. \n  \nFuture-Proofing Your Tech Stack: Describe how modern CRM architectures support seamless AI workflows\, predictive analytics\, and automated member engagement strategies. \n  \nThe Transition Roadmap: Apply actionable strategies for change management\, data migration\, and driving staff adoption during a core technology shift. \n  \n  \n  \n 
URL:https://usteducation.org/event/beyond-the-legacy-ams-scaling-your-association-with-flexible-future-ready-crm-solutions-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/97698354339
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Culture/Communication,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/09/DUSTIN-26.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261112T110000
DTEND;TZID=America/New_York:20261112T120000
DTSTAMP:20261030T171450Z
CREATED:20261030T171258Z
LAST-MODIFIED:20261030T171450Z
UID:10000933-1794481200-1794484800@usteducation.org
SUMMARY:Beyond the Demo: What You Can’t See in an AMS Evaluation (and How to Find It)
DESCRIPTION:Course Description:  \n  \nAn AMS demo can show you features and workflows\, but some of the factors that matter most to a successful implementation are harder to see. \n  \nHow much configuration will the system require? \n  \nWhich capabilities need additional modules or custom development? \n  \nWho will handle the implementation? \n  \nHow well will the AMS integrate with the rest of your technology? \n  \nWith AI becoming part of more AMS demonstrations\, how can you tell what is available today from what is still on the roadmap? \n  \nIn this session\, Beacon Tech Research will show you how to investigate these questions during the evaluation process. We’ll cover the shift from heavily customized systems to more configurable platforms\, how to use your association’s actual scenarios to make demos more useful\, and what to look for when evaluating AI capabilities and integrations. \n  \nYou’ll leave with a practical approach for getting beyond the standard demo and making a more informed AMS decision. \n  \nWhat We’ll Explore\n  \nTogether\, we’ll cover: \n  \nHow the shift from heavily customized systems to more configurable AMS platforms affects upgrades\, flexibility\, vendor dependency\, and cost. \n  \nInformation that may require additional investigation during an AMS evaluation\, including pricing structures\, add-on modules\, implementation staffing\, product roadmaps\, and customization requirements. \n  \nHow to use scenarios based on actual association workflows to evaluate vendors more consistently. \n  \nQuestions that can help clarify who a feature is designed for\, its limitations\, and how an association would actually use it. \n  \nWays to distinguish currently available AI capabilities from prototypes and roadmap features. \n  \nIntegrations that should be examined during selection\, including accounting\, LMS\, email marketing\, websites\, and SSO. \n  \nLearning Objectives: \n  \nEvaluate AMS demonstrations using association-specific scenarios: Create real-world workflows that can be used across vendor demonstrations to compare how different platforms handle the association’s actual work. \nIdentify information gaps that can affect implementation and long-term cost: Recognize areas that require additional investigation\, including configuration versus custom development\, implementation resources\, pricing\, integrations\, and product roadmaps. \nAssess AMS and AI capabilities more carefully: Distinguish between functionality available in the current product\, functionality that requires additional configuration or services\, and capabilities that are still under development. \nExamine integration and implementation assumptions during the selection process: Use specific questions to better understand how an AMS will work with the association’s existing technology and where additional work or costs may be required. \n  \n 
URL:https://usteducation.org/event/beyond-the-demo-what-you-cant-see-in-an-ams-evaluation-and-how-to-find-it-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95317009256
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Data Management
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/12/DavidVanessa25-2.png
ORGANIZER;CN="David Schulman":MAILTO:david@beacontechresearch.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
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