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DTSTART;TZID=America/New_York:20251203T130000
DTEND;TZID=America/New_York:20251203T140000
DTSTAMP:20260410T065944
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:20260410T065944
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:20241210T110000
DTEND;TZID=America/New_York:20241210T120000
DTSTAMP:20260410T065944
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:20240425T110000
DTEND;TZID=America/New_York:20240425T120000
DTSTAMP:20260410T065944
CREATED:20240326T202407Z
LAST-MODIFIED:20240531T211906Z
UID:10000563-1714042800-1714046400@usteducation.org
SUMMARY:Security Spotlight: Unlocking the Mystery of PCI Compliance
DESCRIPTION:COURSE DESCRIPTION: \nThe Payment Card Industry Data Security Standard (PCI DSS) governs card security for all merchants.\nFailure to comply can be extremely costly both financially and reputationally. This webinar will\ndiscuss version 4.0 of this standard and how it applies to those accepting cards as well as tips and\ntechniques for reducing scope of applicability through contracting out card collection and storage. \n  \nLEARNING OBJECTIVES: \n\nOverview of PCI DSS 4.0 and the 12 principal requirements\nOverview of Self-Assessment Questionnaires (SAQs)\nDiscussion of methods to reduce the scope of your Cardholder Data Environment (CDE)\nEncryption vs Tokenization\nCard Present vs Card Not Present environments\nBrief marketplace survey of tools and techniques\n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/w513-pci-dss-webinar/
LOCATION:https://zoom.us/j/93772550123
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,B2B/B2G IT,MICROSOFT DYNAMICS,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/03/WadeRick24.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240229T130000
DTEND;TZID=America/New_York:20240229T140000
DTSTAMP:20260410T065944
CREATED:20240105T195644Z
LAST-MODIFIED:20240425T135529Z
UID:10000521-1709211600-1709215200@usteducation.org
SUMMARY:Spring Into Savings
DESCRIPTION:COURSE DESCRIPTION: \nAre you looking to save jobs or reduce unnecessary expenses? ARG’s upcoming Cost Optimization Event can help! \n Expert Speakers: Gain insights from industry leaders who have mastered the art of cost optimization.  Practical Strategies: Discover actionable tips and strategies to cut costs without compromising quality.  Real-World Case Studies: Learn from successful businesses that have significantly improved their bottom line through optimization. \nJoin us February 29th to find out how we find and implement millions of $ in cost savings for clients. \n  \nLEARNING OBJECTIVES: \n\nGain insights from industry leaders who have mastered the art of cost optimization\nDiscover actionable tips and strategies to cut costs without compromising quality\nLearn from successful businesses that have significantly improved their bottom line through optimization.\n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/b209-spring-into-savings/
LOCATION:https://zoom.us/j/98434879837
CATEGORIES:B2B/B2G,B2B/B2G IT,Business Strategy,Data Management,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/01/Patrick24.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230209T130000
DTEND;TZID=America/New_York:20230209T140000
DTSTAMP:20260410T065944
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:20260410T065944
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:20260410T065944
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:20220825T130000
DTEND;TZID=America/New_York:20220825T143000
DTSTAMP:20260410T065944
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:20220713T110000
DTEND;TZID=America/New_York:20220713T123000
DTSTAMP:20260410T065944
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:20220706T110000
DTEND;TZID=America/New_York:20220706T123000
DTSTAMP:20260410T065944
CREATED:20220526T121028Z
LAST-MODIFIED:20240531T211550Z
UID:10000107-1657105200-1657110600@usteducation.org
SUMMARY:B131: Understanding the Payments Ecosystem in Your Organization
DESCRIPTION:Understanding the Payments Ecosystem and the flow of money / UST Education is a crash course in 5 easy modules that educates participants on what you need to know and why (credit card processing and ACH). \n\n\n\n\nLEARNING OBJECTIVES\n\n\nWho are the players (a basic flowchart):\nHow integrations work with your software platforms\nUnveiling the confusion of your credit card statement\nHow you can reduce your cost/fees\nMinimizing your risk and PCI compliance
URL:https://usteducation.org/event/b131-understanding-the-payments-ecosystem-in-your-organization/
LOCATION:Group Internet-Based
CATEGORIES:Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/B131.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220517T150000
DTEND;TZID=America/New_York:20220517T163000
DTSTAMP:20260410T065944
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:20260410T065944
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220322T110000
DTEND;TZID=America/New_York:20220322T123000
DTSTAMP:20260410T065944
CREATED:20220523T031420Z
LAST-MODIFIED:20240531T213243Z
UID:10000095-1647946800-1647952200@usteducation.org
SUMMARY:How to Automate Accounts Payable For Your Business
DESCRIPTION:View Webinar Recording \nListen to the Podcast \nAccounts Payable is absolutely critical to running a successful business.  Accounts Payable is the last line of defense against certain types of fraud\, and it holds immense responsibility to manage cash\, to comply with myriad regulations\, and to operate efficiently to ensure that suppliers get exactly what they are promised\, on time\, every time. \nEven so\, A/P is often under-supported by investment leaving team members with manual processes driving everyday “hair on fire” drills\, paper check processes that are unchanged in decades\, and little capacity to make changes — even changes with huge ROI. \nIn this AP Summit (1st part of a multi series Webinar) we will cover 3 main strategic areas of Accounts Payable: \n\nSupplier Vetting and the KYS (Know Your Supplier) Standard\nState of the Art in Payment Methods\nAP Best Practices to Create Value\n\n\n\n\n\nLEARNING OBJECTIVES\n\n\nUnderstand Supplier Vetting and the KYS (Know Your Supplier) Standard\nLearn about the latest State of the Art in Payment Methods\nStudy AP Best Practices used by other peer organizations to Create Value
URL:https://usteducation.org/event/how-to-automate-accounts-payable-for-your-business/
LOCATION:Group Internet-Based
CATEGORIES:B2B/B2G,Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-14.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220322T110000
DTEND;TZID=America/New_York:20220322T123000
DTSTAMP:20260410T065944
CREATED:20220328T190109Z
LAST-MODIFIED:20240531T213320Z
UID:10000023-1647946800-1647952200@usteducation.org
SUMMARY:Automate Accounts Payable (AP): Impact on your Organization and your Industry
DESCRIPTION:Accounts Payable is absolutely critical to running a successful business.  Accounts Payable is the last line of defense against certain types of fraud\, and it holds immense responsibility to manage cash\, to comply with myriad regulations\, and to operate efficiently to ensure that suppliers get exactly what they are promised\, on time\, every time. \nEven so\, A/P is often under-supported by investment leaving team members with manual processes driving everyday “hair on fire” drills\, paper check processes that are unchanged in decades\, and little capacity to make changes — even changes with huge ROI. \nIn this AP Summit (1st part of a multi series Webinar) we will cover 3 main strategic areas of Accounts Payable: \n\nSupplier Vetting and the KYS (Know Your Supplier) Standard\nState of the Art in Payment Methods\nAP Best Practices to Create Value\n\n\n\nLEARNING OBJECTIVES\n\n\nUnderstand Supplier Vetting and the KYS (Know Your Supplier) Standard\nLearn about the latest State of the Art in Payment Methods\nStudy AP Best Practices used by other peer organizations to Create Value
URL:https://usteducation.org/event/automate-accounts-payable-ap-impact-on-your-organization-and-your-industry/
LOCATION:Group Internet-Based
CATEGORIES:B2B/B2G,Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/01/Eli-websiteemail-Graphics-1200X600-px-14.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220316T110000
DTEND;TZID=America/New_York:20220316T123000
DTSTAMP:20260410T065944
CREATED:20220523T030716Z
LAST-MODIFIED:20240531T213344Z
UID:10000094-1647428400-1647433800@usteducation.org
SUMMARY:How to write an RFP Request for Proposal
DESCRIPTION:View Webinar Recording \nListen to the Podcast \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\nLEARNING OBJECTIVES\n\n\nTo 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.\nTo provide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.\nTo create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.
URL:https://usteducation.org/event/how-to-write-an-rfp-request-for-proposal/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Finance,Finance,Payments/PCI Compliance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-13.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220209T110000
DTEND;TZID=America/New_York:20220209T123000
DTSTAMP:20260410T065944
CREATED:20220513T013016Z
LAST-MODIFIED:20240531T211629Z
UID:10000077-1644404400-1644409800@usteducation.org
SUMMARY:PCI Compliance Best Practices
DESCRIPTION:  \nView Webinar Recording \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.  \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/pci-compliance-best-practices/
LOCATION:Group Internet-Based
CATEGORIES:Accounting,Association IT,ASSOCIATIONS & NONPROFITS,B2B/B2G,B2B/B2G IT,Business Strategy,Business Strategy,Cybersecurity,Cybersecurity,Finance,Finance,Payments/PCI Compliance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-6.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220118T130000
DTEND;TZID=America/New_York:20220118T143000
DTSTAMP:20260410T065944
CREATED:20220328T190339Z
LAST-MODIFIED:20240531T210904Z
UID:10000050-1642510800-1642516200@usteducation.org
SUMMARY:Best Corporate Budgeting Practices | Key Components
DESCRIPTION:This course will review the best practices for establishing corporate wide budgets\, forecasting\, controlling and monitoring budgets. We will also review budgeting products with a focus on NetSuite ERP system. An overview of the budgeting process will drive the topics from the initial creation of budgets to successful execution of the budget. \n\n\n\n\n\n \n\n\nLEARNING OBJECTIVES\n\n\nUnderstand budgeting terminology.\nIdentify the general enterprise level budgeting processes.\nPreview forecasting options for creating budgets.\nAnalyze typical budget reporting such as budget vs actual report.\nGain knowledge of budgeting data flows and integration technology.
URL:https://usteducation.org/event/best-corporate-budgeting-practices-key-components/
LOCATION:Group Internet-Based
CATEGORIES:Accounting,Association IT,ASSOCIATIONS & NONPROFITS,B2B/B2G,B2B/B2G IT,Budgeting,Business Strategy,Business Strategy,Data Management,Data Management,Finance,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/03/BACKLOG-FOR-RELAUNCH-Eli-website-1200X600-px-21.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211223T110000
DTEND;TZID=America/New_York:20211223T123000
DTSTAMP:20260410T065944
CREATED:20220328T190339Z
LAST-MODIFIED:20240531T213412Z
UID:10000051-1640257200-1640262600@usteducation.org
SUMMARY:How to Write an RFP for Merchant Services | Key Considerations
DESCRIPTION:Improve your business process and net income by knowing what goes into a RFP (request for proposal) for merchant services. \n \n\n\n\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\nLEARNING OBJECTIVES \n\n\n\nTo 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.\nTo provide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.\nTo create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.
URL:https://usteducation.org/event/how-to-write-an-rfp-for-merchant-services-key-considerations/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Finance,Finance,Payments/PCI Compliance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/03/BACKLOG-FOR-RELAUNCH-Eli-website-1200X600-px-23.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210921T150000
DTEND;TZID=America/New_York:20210921T163000
DTSTAMP:20260410T065944
CREATED:20220328T190355Z
LAST-MODIFIED:20240531T213644Z
UID:10000054-1632236400-1632241800@usteducation.org
SUMMARY:Why You Should Develop a Cryptocurrency Investment Strategy for Your Business
DESCRIPTION:Cryptocurrency is built on top of Blockchain technology. This new technology has vastly improved efficiency in nearly every industry. Throughout history efficiency has always won. The technology is itself in pre adoption; although just beginning there are still businesses\, organizations and governments investing millions of dollars into the technology. Join us to learn why. \n\n\n\n\n\n\n \n\n\nLEARNING OBJECTIVES\n\n\nLearn why businesses are investing in crypto and how it’s beneficial to their organizations.\nLearn how to utilize blockchain technology for payment security and efficiency.\nLearn how other organizations are growing their company’s treasury and reserves.
URL:https://usteducation.org/event/why-you-should-develop-a-cryptocurrency-investment-strategy-for-your-business/
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/2022/03/unnamed-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210805T150000
DTEND;TZID=America/New_York:20210805T163000
DTSTAMP:20260410T065944
CREATED:20220328T190234Z
LAST-MODIFIED:20240531T213753Z
UID:10000029-1628175600-1628181000@usteducation.org
SUMMARY:B113: Meta Trends and the Next Economy-See the Future More Accurately
DESCRIPTION:Meta-Trends and the Next Economy utilizes demographics to forecast the health of every economy/industry in the world. Meta-Trends allows you to know the knowable future i.e. Know which businesses should you start today\, Know which industries will survive and thrive in the next 15 years\, Know which areas of the economy are worth investing resources in\, Know future government trends from a threat perspective\, Know why past trends happened and were actually predictable The future breaks down into threats and opportunities. Meta-Trends motivates you to plan better so that you don’t just survive\, you thrive in the next 15 years. Change is happening so rapidly in society that the need for reliable forecasts is paramount. It turns out that demographics are the single most powerful ingredient in forecasting what the future will look like. Meta-Trends and the Next Economy\, will answer the question: “What will the next five to fifteen years look like?” \n\nLEARNING OBJECTIVES\n\n\nTactical strategies to improve your net worth (and for your members and constituents)\, and the motivation to do so today.\nHow to protect the health of your Association in the next economy.\nWhat are the prospects for the industry you serve and your members in the next 15 years.\n\n\n\n\n 
URL:https://usteducation.org/event/b113-meta-trends-and-the-next-economy-see-the-future-more-accurately/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Business Strategy,Business Strategy,Finance,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/03/BACKLOG-FOR-RELAUNCH-Eli-website-1200X600-px-22.png
END:VEVENT
END:VCALENDAR