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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: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
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