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DTSTART;TZID=America/New_York:20260910T130000
DTEND;TZID=America/New_York:20260910T140000
DTSTAMP:20260912T053254Z
CREATED:20260821T121109Z
LAST-MODIFIED:20260912T053254Z
UID:10000915-1789045200-1789048800@usteducation.org
SUMMARY:How to Build a Custom AI Agent
DESCRIPTION:Course Description:  \n47% of organizations are not educating their workforce to raise AI fluency.\n \n52% of employed AI users have not received any sort of training about the security and privacy risks associated with AI tools\, either.\n \nIn this live demonstration\, we’ll walk you through best practices to build a custom AI bot that is secure\, effective\, and useful.\n \nAlong the way\, we’ll call out common missteps to avoid and offer some strategic guidance on your approach to change management.\n  \nLearning Objectives: \nDemonstrate best practices for building a secure\, effective AI agent.\n \nOutline common missteps that result in AI slop and inefficiencies.\n \nSummarize key elements of a successful organization-wide rollout.\n \n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/how-to-build-a-custom-ai-agent-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/91314919362
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Cybersecurity
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:20260922T130000
DTEND;TZID=America/New_York:20260922T140000
DTSTAMP:20260923T104438Z
CREATED:20260213T174336Z
LAST-MODIFIED:20260923T104438Z
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\nTo Watch this Webinar on the Media Library CLICK HERE!
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:20261001T152212Z
CREATED:20260515T120621Z
LAST-MODIFIED:20261001T152212Z
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\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n \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:20261007T110000
DTEND;TZID=America/New_York:20261007T120000
DTSTAMP:20261009T155034Z
CREATED:20260909T163012Z
LAST-MODIFIED:20261009T155034Z
UID:10000917-1791370800-1791374400@usteducation.org
SUMMARY:Beyond Your Member Count: The Metrics That Reveal Your Association’s True Level of Member Engagement
DESCRIPTION:Course Description:  \nMost associations know how many members they have. Far fewer know how many are truly engaged. Traditional membership reports measure dues and renewals but often miss the participation patterns that reveal the real health of your membership. In this session\, you’ll learn how to evaluate member engagement using data you likely already collect\, identify where members are dropping off\, and uncover practical opportunities to strengthen participation\, retention\, and long-term membership value. \n  \nLearning Objectives: \nDistinguish between membership counts and meaningful member engagement\, and understand why the difference matters. \nMeasure member participation using practical engagement metrics derived from data they already collect. \nIdentify which member activities are most closely associated with stronger renewal and long-term retention. \nEvaluate where engagement breaks down across the member lifecycle and prioritize the areas with the greatest opportunity for improvement. \nDevelop a practical 90-day action plan to strengthen member engagement without requiring new technology or changes to association policies. \n  \nTo Watch this Webinar on the Media Library CLICK HERE! \n \n  \n 
URL:https://usteducation.org/event/auto-draft-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/96802895579
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Data Management
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/09/Surendar26.png
ORGANIZER;CN="Surendar Parasuraman":MAILTO:surendar@communa.app
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261020T110000
DTEND;TZID=America/New_York:20261020T120000
DTSTAMP:20261001T110522Z
CREATED:20261001T105732Z
LAST-MODIFIED:20261001T110522Z
UID:10000919-1792494000-1792497600@usteducation.org
SUMMARY:The Executive Playbook for AI Ready Data Strategy
DESCRIPTION:Course Description:  \nAs organizations accelerate their use of artificial intelligence\, many are discovering that weak data management and unclear governance are the greatest barriers to success. \nWe will provide executive leaders with a practical playbook for building the data foundations required for responsible\, scalable\, and high-impact AI. Explore how to move from fragmented data environments to governed\, trustworthy\, decision-ready intelligence. \nWe address how to prioritize investments\, avoid costly missteps\, establish effective data leadership and accountability models\, and maintain control across complex vendor and integration ecosystems. You will also learn how to connect data and AI investments to measurable business and mission outcomes\, including efficiency\, growth\, and risk reduction. \n  \nLearning Objectives: \nIdentify the leadership structures\, accountability models\, and investment priorities required to support scalable and responsible AI adoption. \nAssess organizational data management and governance maturity in relation to AI readiness and enterprise risk. \nApply practical methods for measuring the business and mission impact of data governance and AI investments. \n 
URL:https://usteducation.org/event/the-executive-playbook-for-ai-ready-data-strategy-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/98878030621
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,B2B/B2G,B2B/B2G IT,Business Strategy,Business Strategy
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/10/DanielChris26.png
ORGANIZER;CN="Daniel Elacqua":MAILTO:daniel@strategico-consultants.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261021T110000
DTEND;TZID=America/New_York:20261021T120000
DTSTAMP:20261013T162811Z
CREATED:20260116T152900Z
LAST-MODIFIED:20261013T162811Z
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/
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:20261021T130000
DTEND;TZID=America/New_York:20261021T140000
DTSTAMP:20261002T122303Z
CREATED:20261001T183535Z
LAST-MODIFIED:20261002T122303Z
UID:10000920-1792587600-1792591200@usteducation.org
SUMMARY:Beyond the 4.2: How to Get More Insightful\, Actionable Feedback From Your Event Attendees
DESCRIPTION:Course Description:  \nYour post-event survey says attendees rated the conference 4.2 out of 5. \nGreat. But what does that actually tell you? \nWhat did attendees value most? What frustrated them? What will they remember? What fell flat? And\, most importantly\, what should you do differently next time? \nMost post-event surveys are good at measuring satisfaction. They’re not always as good at explaining the attendee experience. \nIn this interactive session\, we’ll explore how associations can get richer\, more actionable feedback by rethinking what they ask\, when they ask it\, and how attendees are invited to respond. \nWe’ll look at how better open-ended questions\, SMS\, voice-to-text\, and AI analysis can help uncover the why behind the rating including themes\, sentiment\, friction points\, and practical opportunities to improve the next event. \n  \nWhat We’ll Explore\nTogether\, we’ll: \nCompare traditional survey questions with stronger\, experience-focused questions \nReframe common post-event questions in real time \nExplore what event teams actually wish they knew after an event \nSee how ratings and natural-language feedback reveal different kinds of insight \nLook at how AI can turn qualitative feedback into themes\, sentiment\, patterns\, and actionable next steps \n  \nYou’ll leave with practical ideas you can use to improve your very next post-event survey regardless of the survey or event technology you currently use. \n  \nLearning Objectives: \n Distinguish between measuring satisfaction and understanding the attendee experience.\nIdentify where traditional ratings provide useful information and where they leave important questions unanswered. \n  \n Design stronger post-event feedback questions.\nApply better question design\, timing\, response formats\, and context to generate more useful attendee feedback. \n  \n Turn qualitative feedback into actionable insight.\nExplain how SMS\, voice-to-text\, open-ended responses\, and AI analysis can help uncover themes\, sentiment\, friction points\, and practical recommendations.
URL:https://usteducation.org/event/beyond-the-post-event-survey-turning-attendee-feedback-into-event-intelligence-with-sms-voice-to-text-and-ai-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95898750424
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Data Management
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/10/Chris26-2.png
ORGANIZER;CN="Chris Bonney":MAILTO:chris@dotellsurveys.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261022T110000
DTEND;TZID=America/New_York:20261022T120000
DTSTAMP:20261001T191306Z
CREATED:20261001T185001Z
LAST-MODIFIED:20261001T191306Z
UID:10000921-1792666800-1792670400@usteducation.org
SUMMARY:Business Artistry in Associations: Moving from Transaction to Transformation
DESCRIPTION:Course Description:  \nIf you look at the average association website\, you’ll see a home page that features a wall of products\, events\, and news. As a result\, members often view their associations as vendors – distributors of products to buy or register for. \n \nHow do we reignite member engagement and foster deep loyalty? The answer just might be: Business Artistry. Creativity asks\, “Does it work?” but Artistry asks\, “Does it matter?” \n \nJoin Nir Hindie and Joanna Pineda as they translate the principles of Business Artistry into actionable insights that can be applied to all parts of association operations. Discover how shifting from a product-first mindset to human-centered artistry can transform member recruitment\, event experiences\, publications\, and even daily communications.\n  \nLearning Objectives: \nMembership Recruitment & Retention: Develop messaging that tells the member’s story rather than pushing association achievements\, so prospects see their own journey reflected in your mission. \n  \nMeetings & Events: Design experiential meetings and events that move beyond content delivery\, focusing on attendees’ emotional experience to foster true connection and learning. \n  \nResearch & Publications/Journals: Translate data\, technical findings\, and academic articles into meaningful insights with human significance that members can apply to their environments. \n  \nEmails & Daily Communications: Apply Omotenashi (anticipatory care and detail) to replace thoughtless blast outreach and “what’s new” announcements with intentional\, member-centric touchpoints.
URL:https://usteducation.org/event/business-artistry-in-associations-moving-from-transaction-to-transformation-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/99086691365
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Culture/Communication,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/10/JoannaNir26.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261022T130000
DTEND;TZID=America/New_York:20261022T140000
DTSTAMP:20261005T200734Z
CREATED:20261005T200503Z
LAST-MODIFIED:20261005T200734Z
UID:10000922-1792674000-1792677600@usteducation.org
SUMMARY:From “What We Do” to “Why Members Care”: Building a Stronger Association Value Proposition
DESCRIPTION:Course Description:  \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. When 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. Attendees 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  \nLearning Objectives: \nDefine a primary audience so your 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 these brand strategy elements as messaging guardrails for emails\, website content\, event promotion\, membership campaigns\, and internal alignment. \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-2/
LOCATION:zoom.us/j/98138806022
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:20261105T093000
DTEND;TZID=America/New_York:20261105T151500
DTSTAMP:20261016T102943Z
CREATED:20261015T215830Z
LAST-MODIFIED:20261016T102943Z
UID:10000924-1793871000-1793891700@usteducation.org
SUMMARY:Leadership From the Inside Out: A Day of Learning for Association Staff | Symposium
DESCRIPTION:Virtual Only Event \nLeadership From the Inside Out: A Day of Learning for Association Staff | Symposium \nDate: Thursday\, November 5th 2026 \nTime: 9:30 – 3:00 PM \nGreat leadership doesn’t come from your title. It shows up in how you lead yourself\, how you grow the people around you\, and how you build an organization that’s ready for what’s next. \nThis one-day virtual event brings together association professionals for practical\, honest conversations about leadership at every level. You’ll explore how coaching can become a shared practice that strengthens your whole team\, how to build a finance function that can weather transitions and grow with your organization\, and how to reconnect with the motivation that keeps you going when the work gets hard. \nCome for the sessions. Leave with ideas you can put to work the next day. \nAgenda: Each session is 1 CPE/CAE Credit \n\nKeynote: 9:30-9:50 AM \nJoanna Pineda CEO & Chief Troublemaker\, Matrix Group International\, Inc \n\nSession 1: (10:00-11:00 PM ET) Coaching Capital: How Coaching Transforms Leadership Into Advantage That Scales and Sticks \n  \nCourse Description:  \n  \nOrganizations don’t gain lasting advantage by training leaders better—they gain it by embedding coaching as a shared practice that fuels growth\, resilience\, and sustainable performance. Many organizations invest heavily in leadership training\, yet struggle to see sustained gains in performance\, engagement\, and retention. This session reframes coaching as organizational capital—a strategic asset that converts leadership development into shared\, sustainable advantage across the organization. \n\nParticipants will explore the critical difference between developing leaders and building leadership advantage through a coaching culture. This session demonstrates how coaching—when embedded beyond individual leaders—becomes a scalable system that strengthens decision-making\, accelerates learning\, and improves how work gets done across the enterprise. Rather than positioning coaching as a “nice-to-have” leadership competency\, this session examines coaching as a value-creation mechanism—one that supports stronger execution\, higher retention\, clearer communication\, and greater adaptability in complex environments. \n  \nLearning Objectives: \n  \n– Connect coaching cultures to enterprise priorities such as performance consistency\, talent retention\, and leadership bench strength \n\n– Identify how coaching accelerates decision quality\, accountability\, and cross-functional collaboration \n\n– Identify first-step actions to embed coaching as a scalable leadership system\, vs an individual skill \n  \nSpeaker: Lori Bruhns\, CEO/President\, Lori Bruhns\, LLC. \nCAE: Executive Leadership \nNASBA: Personnel/Human Resources \n\nSession 2: (11:15-12:15 PM ET) Building a Resilient Finance Function for the Association You’re Becoming \n  \nCourse Description: \nHaving a strong foundation increases the likelihood that your AI implementation(s) will succeed. Before adopting AI tools\, there are benefits to defining a roadmap that begins with an assessment of opportunities across your association. Gathering input from key stakeholders across departments builds a shared understanding of where AI can reduce costs\, improve the member experience\, reduce effort in time-consuming activities\, and enhance data analytics. Once your association has identified the best areas to incorporate AI\, a structured roadmap can be developed that includes tool analysis and selection\, data readiness\, measurable milestones\, phased implementation\, expected outcomes\, and staff training. With thoughtful preparation and a clear\, collaborative plan in place\, associations can move forward with AI adoption that is sustainable\, scalable\, and aligned with their mission. \n  \nLearning Objectives: \n  \n-Develop strategies to define an actionable AI roadmap. \n\n-Identify common issues encountered in implementing AI. \n\n-Apply best practices in continuing AI roadmap governance. \n  \nSpeaker: Teresa L. Henderson\, CAE\, CPA\, Association Practice Leader\, Your Part-Time Controller \nCAE: Operations \nNASBA: Business Management & Organization \n\nSession 3: (12:45-1:45 PM ET) What Is It Like to Be Led by You? Taking Ownership\, Moving Through Uncertainty\, and Lifting Others \n  \nCourse Description:  \n  \nThink about the people you trust to move things forward. How do they respond when plans change\, a project stalls\, or they don’t have the answer? How do they make you feel about your own ability to contribute? Now consider: What would the people around you say about you? \nWhether you manage a team\, coordinate stakeholders\, or just leading a project\, your everyday actions shape how others experience your leadership. This session explores how to take ownership without taking over\, ask for support without passing responsibility\, and move forward when certainty (and confidence) are in short supply. \nJoin Brendan Leehe of Higher Logic for an engaging conversation about the choices that build trust\, the discomfort that comes with growth\, and the people who make our successes possible. Through relatable examples and guided reflection\, you’ll identify ways to strengthen your own leadership while helping others succeed. \n  \n  \nLearning Objectives: \n  \n– Demonstrate initiative and follow-through while setting clear expectations and asking for help. \n\n– Apply thoughtful action in response to uncertainty and recognize opportunities to grow through discomfort. \n\n– Assess how others experience your leadership\, including gaps between your intentions and your impact. \n  \n– Identify ways to give meaningful credit and create opportunities for others to contribute\, grow\, and lead. \n  \nSpeaker: Brendan Leehe\, Sr. Customer Growth & Retention Manager\, Higher Logic \nCAE: Executive Leadership \nNASBA: Personal Development \n\nSession 4: (2:00-3:00 PM ET) JOLT!⚡️Your Life: Get Zapped Into Intentionality To Rediscover & Believe In Your Inner Greatness\n \nCourse Description: \n  \nAI is changing everything. \nIt’s changing how your members find information\, how they make decisions\, and what they expect from every digital interaction. \nIt’s also making possible the kinds of digital projects and experiences we’ve only been able to dream about for years: highly personalized journeys\, more intuitive interfaces\, and content that shifts based on behavior\, context\, and need in the moment. What used to feel aspirational is now within reach! \n\nIn this session\, look at how the rise of AI can and should change your digital strategy:\nHow does AI change your website? What’s possible today because of AI?\nHow does AI change your data and membership database strategy?\nHow can you take advantage of new capabilities to deliver member services in ways you simply couldn’t before?\nWhat should your digital experience look like when AI is part of every interaction?\nHow do you stay visible when members are asking AI instead of navigating to your site?\nCan AI help you better understand your data and analytics? \n\nAdopting AI isn’t just about plugging in new tools\, it’s about adapting your strategy to what’s possible now. Join us as we explore how AI can help transform your entire member experience. \n  \nLearning Objectives: \n  \n-Understand how AI is changing member behavior\, expectations\, and digital discovery \n\n-Explore new ways to deliver value using AI\, including personalization\, dynamic content\, and real-time experiences \n\n-Define practical next steps to evolve your digital strategy for an AI-driven experience \n  \nSpeaker: Larry Long\, Jr\, CSP\, Founder and CEO\, LLJR Enterprises \nCAE: Executive Leadership \nNASBA: Personal Development \n\n 
URL:https://usteducation.org/event/leadership-from-the-inside-out-a-day-of-learning-for-association-staff-symposium/
LOCATION:zoom.us/j/94115441170
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/10/November-2026-Symposium-Banner-1.png
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: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: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
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20270210T110000
DTEND;TZID=America/New_York:20270210T120000
DTSTAMP:20261009T194529Z
CREATED:20261009T194413Z
LAST-MODIFIED:20261009T194529Z
UID:10000923-1802257200-1802260800@usteducation.org
SUMMARY:Strategic Planning and Project-Based Budgeting for Associations
DESCRIPTION:Course Description:  \n  \n\nHow can your association connect its strategic plan to the work it funds and the results it measures? This webinar examines a strategic planning approach for trade associations and professional societies that begins with member needs and organizational purpose and carries through to implementation. Explore how board and staff leaders can establish priorities\, evaluate existing programs\, and decide which activities to continue\, change\, or discontinue. Project-based budgeting links those decisions to work plans by identifying each initiative’s resource needs\, assigning responsibility\, and establishing measures of accomplishment. \n  \nThe session will cover how to account for staff capacity and assess program value\, including which activities contribute to the mission enough to warrant financial support. Executives\, staff leaders\, and board members will gain an approach to align spending with strategic priorities\, monitor progress\, and redirect resources as member needs and organizational conditions change. \n  \nLearning Objectives:\n \nIdentify strategic priorities grounded in member needs and organizational purpose\, and evaluate existing programs to determine which activities to continue\, change\, or discontinue\n \n\nDevelop project-based budgets that link strategic decisions to work plans by identifying resource needs\, assigning responsibility\, and establishing measures of accomplishment\n \n\nAssess staff capacity and program value to align spending with strategic priorities\, monitor progress\, and redirect resources as member needs and organizational conditions change\n \n 
URL:https://usteducation.org/event/strategic-planning-and-project-based-budgeting-for-associations-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/93120734264
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/12/Jeffrey-25-2.png
ORGANIZER;CN="Jeffrey Greenwald":MAILTO:jgreenwald@operativegreenwald.com
END:VEVENT
END:VCALENDAR