C355: Streamlining Success: Mastering Sales and Purchase Drop Shipments
2023-11-07 11:00 - 11:30 (America/New_York) | zoom.us/j/94247570737
COURSE DESCRIPTION:
Do you know how to efficiently manage both Drop Shipments and Special Orders in Microsoft Dynamics 365 Business Central?
Join us for a webinar highlighting the critical distinctions between these two order types in Business Central and leave fully equipped with the knowledge and tools you need to start effectively creating orders in your system. Discover how to navigate these processes effectively, ensuring customer satisfaction and operational excellence in your business.

LEARNING OBJECTIVES:

Drop Shipments vs. Special Orders: Learn how to determine which is better for you. (hint: it may be both)
Different methods of creating Drop Shipments
Identify common issues when using Drop Shipments/Special Orders

To Watch this Webinar on the Media Library CLICK HERE!

Fall Symposium: In-person registration
2023-11-09 10:00 - 15:30 | Alliance Bernstein, Washington, DC
Membership | Leadership | Advancement
This symposium is a unique opportunity to engage with thought leaders and subject-matter experts who will guide us through the intricate and fascinating world of personal and professional development. Whether you are a seasoned professional, an emerging leader, or simply someone eager to enhance your understanding of these vital topics, this event is designed for you.
Agenda: Each session is 1 CPE/CAE Credit.

Date: November 9, 2023
Time: 10:00 AM – 3:30 PM
Location: In-person will be held at Alliance Bernstein in Washington DC.
Session 1: (10:00-11:00 AM) Rise Up Together: Navigating the Journey of Member Loyalty in Communities
Course Description:
In an age where communities thrive on engagement and connection, fostering membership loyalty is more crucial than ever. SESSION TITLE takes a deep dive into the innovative practices of strategic marketing and relationship-building. This engaging session is tailored to guide you through the journey of transforming casual joiners into committed community members, creating a thriving ecosystem that supports individual growth and collective advancement.
Learning Objectives:

Understanding Membership Dynamics: Gain insight into the psychological aspects of membership engagement, uncovering what drives commitment and loyalty. Learn to apply strategic marketing tactics that resonate with your target audience, creating a sense of belonging and community.
Building Strong Relationships: Explore relationship-building strategies that extend beyond the initial recruitment phase. Discover the keys to fostering trust, nurturing connections, and enhancing member experience to ensure long-term engagement and satisfaction.
Creating Sustainable Growth Through Advancement: Learn how to utilize advancement opportunities within your community to encourage ongoing participation and growth. This includes creating clear pathways for members to grow, thrive, and contribute to the overall success of the community, thereby encouraging a culture of continuous engagement and loyalty.

Speaker: Bill McGlade from epIQ

Session 2: (11:15-12:15 PM) A Magic Wand For Member Retention
Course Description:
Did you know that the more times a member renews, the less it costs to keep them? It’s likely you know member renewals are important. The real question is, what can we actually do to raise the chances that a member will want to stick with your association for the long-haul? While we’d all love to wave a magic wand to improve retention, sadly they don’t exist. However, the next best thing (and its pretty darn close) – is all your data! While associations often have access to many data points about what their members want, few are using effective data strategies to create targeted retention campaigns. Knowing why members join, why they stay, why they leave and what they value most is a bit of magic that can be vital to a great retention strategy. The only way to get this type of granular information is through analytics.
During this webinar, you’ll learn a data-informed approach to member retention:

Use data to determine the unique value you bring to your members.
Translate your retention into ROI by analyzing lifetime value.
Identify at-risk members through correlations, predictive modeling and engagement scores.

Join us to take actions to clarify your value, find your leaky buckets and create retention strategies for your at-risk member segments.
Speaker: Greg Pollack from Association Analytics

Lunch (12:15-1:15 PM)

Session 3: (1:15-2:15 PM) Member Engagement is an Art and a Science. Do Both!
Course Description:
If you’ve ever tried to engage members or get them to act and it didn’t work, you’re not alone. The key is, don’t keep doing it and expect different results! In this interactive session, put on your scientist hat to explore experiments to you can do to determine what engagement strategies work. Then use your right brain to create and test new ways of communicating that improve your membership, renewal and general member engagement results.
You’ll come away with:

Knowledge about interpersonal theories you’ve probably never heard of, that are highly relevant to interactions with and between your members.
Ideas for shifting your team’s mindset about how your engagement strategy is developed, executed and measured.
Simple engagement tactics you’re probably not using right now and can implement easily (hint: less talking, more listening!)

Speaker: Brianne Wheeler from PropFuel

Session 4: (2:30-3:30 PM) Test Drive Your Shiny New Membership Model
Course Description:
Content consumption is changing at a rapid pace. Social media, tech companies, and ‘end-of-the-alphabet’ generations are rewiring market demand. And while for some, the traditional association models, are still holding ground, there’s a keen awareness of the change ahead for organizations. Faltering membership numbers and increasing boomer retirements are pressuring association leaders to revitalize their legacy models and brand reputations for organizational preservation. But when do you know when your organization is ready and prepared for a tune-up? Join us as we explore the key indicators for membership remodeling and more diversified programming.
Specifically, we’ll dive into:

Audience and organizational readiness
Program ideation and mapping to round out customer and member value
The technology mixology needed to support your new model
The metrics you need to determine revenue readiness and impact

Speaker: Aimee Pagano from Highroad Solutions

Our sessions will be led by thought leaders and subject-matter experts who have made significant contributions to these domains. Prepare to be engaged, informed, and inspired as you interact with individuals who have mastered the art of Membership, Leadership, and Advancement.

Fall Symposium: Virtual Registration
2023-11-09 10:00 - 15:30 | https://zoom.us/j/93840057119
Membership | Leadership | Advancement
This symposium is a unique opportunity to engage with thought leaders and subject-matter experts who will guide us through the intricate and fascinating world of personal and professional development. Whether you are a seasoned professional, an emerging leader, or simply someone eager to enhance your understanding of these vital topics, this event is designed for you.
Agenda: Each session is 1 CPE/CAE Credit

Session 1: (10:00-11:00 AM) Rise Up Together: Navigating the Journey of Member Loyalty in Communities
Course Description:
In an age where communities thrive on engagement and connection, fostering membership loyalty is more crucial than ever. SESSION TITLE takes a deep dive into the innovative practices of strategic marketing and relationship-building. This engaging session is tailored to guide you through the journey of transforming casual joiners into committed community members, creating a thriving ecosystem that supports individual growth and collective advancement.
Learning Objectives:

Understanding Membership Dynamics: Gain insight into the psychological aspects of membership engagement, uncovering what drives commitment and loyalty. Learn to apply strategic marketing tactics that resonate with your target audience, creating a sense of belonging and community.
Building Strong Relationships: Explore relationship-building strategies that extend beyond the initial recruitment phase. Discover the keys to fostering trust, nurturing connections, and enhancing member experience to ensure long-term engagement and satisfaction.
Creating Sustainable Growth Through Advancement: Learn how to utilize advancement opportunities within your community to encourage ongoing participation and growth. This includes creating clear pathways for members to grow, thrive, and contribute to the overall success of the community, thereby encouraging a culture of continuous engagement and loyalty.

Speaker: Bill McGlade from epIQ

Session 2: (11:15-12:15 PM) A Magic Wand For Member Retention
Course Description:
Did you know that the more times a member renews, the less it costs to keep them? It’s likely you know member renewals are important. The real question is, what can we actually do to raise the chances that a member will want to stick with your association for the long-haul? While we’d all love to wave a magic wand to improve retention, sadly they don’t exist. However, the next best thing (and its pretty darn close) – is all your data! While associations often have access to many data points about what their members want, few are using effective data strategies to create targeted retention campaigns. Knowing why members join, why they stay, why they leave and what they value most is a bit of magic that can be vital to a great retention strategy. The only way to get this type of granular information is through analytics.
During this webinar, you’ll learn a data-informed approach to member retention:

Use data to determine the unique value you bring to your members.
Translate your retention into ROI by analyzing lifetime value.
Identify at-risk members through correlations, predictive modeling and engagement scores.

Join us to take actions to clarify your value, find your leaky buckets and create retention strategies for your at-risk member segments.
Speaker: Greg Pollack from Association Analytics

Lunch (12:15-1:15 PM)

Session 3: (1:15-2:15 PM) Member Engagement is an Art and a Science. Do Both!
Course Description:
If you’ve ever tried to engage members or get them to act and it didn’t work, you’re not alone. The key is, don’t keep doing it and expect different results! In this interactive session, put on your scientist hat to explore experiments to you can do to determine what engagement strategies work. Then use your right brain to create and test new ways of communicating that improve your membership, renewal and general member engagement results.
You’ll come away with:

Knowledge about interpersonal theories you’ve probably never heard of, that are highly relevant to interactions with and between your members.
Ideas for shifting your team’s mindset about how your engagement strategy is developed, executed and measured.
Simple engagement tactics you’re probably not using right now and can implement easily (hint: less talking, more listening!)

Speaker: Brianne Wheeler from PropFuel

Session 4: (2:30-3:30 PM) Test Drive Your Shiny New Membership Model
Course Description:
Content consumption is changing at a rapid pace. Social media, tech companies, and ‘end-of-the-alphabet’ generations are rewiring market demand. And while for some, the traditional association models, are still holding ground, there’s a keen awareness of the change ahead for organizations. Faltering membership numbers and increasing boomer retirements are pressuring association leaders to revitalize their legacy models and brand reputations for organizational preservation. But when do you know when your organization is ready and prepared for a tune-up? Join us as we explore the key indicators for membership remodeling and more diversified programming.
Specifically, we’ll dive into:

Audience and organizational readiness
Program ideation and mapping to round out customer and member value
The technology mixology needed to support your new model
The metrics you need to determine revenue readiness and impact

Speaker: Aimee Pagano from Highroad Solutions

Our sessions will be led by thought leaders and subject-matter experts who have made significant contributions to these domains. Prepare to be engaged, informed, and inspired as you interact with individuals who have mastered the art of Membership, Leadership, and Advancement.

Fall Symposium Information
2023-11-09 10:00 - 15:30
Membership | Leadership | Advancement
Date: November 9, 2023
Time: 10:00 AM – 3:30 PM
Location: In-person will be held at Alliance Bernstein in Washington DC.
This symposium is a unique opportunity to engage with thought leaders and subject-matter experts who will guide us through the intricate and fascinating world of personal and professional development. Whether you are a seasoned professional, an emerging leader, or simply someone eager to enhance your understanding of these vital topics, this event is designed for you.
Agenda: Each session is 1 CPE/CAE Credit

Session 1: (10:00-11:00 AM) Rise Up Together: Navigating the Journey of Member Loyalty in Communities
Course Description:
In an age where communities thrive on engagement and connection, fostering membership loyalty is more crucial than ever. SESSION TITLE takes a deep dive into the innovative practices of strategic marketing and relationship-building. This engaging session is tailored to guide you through the journey of transforming casual joiners into committed community members, creating a thriving ecosystem that supports individual growth and collective advancement.
Speaker: Bill McGlade from epIQ

To Watch this Webinar on the Media Library CLICK HERE!

Session 2: (11:15-12:15 PM) A Magic Wand For Member Retention
Course Description:
Did you know that the more times a member renews, the less it costs to keep them? It’s likely you know member renewals are important. The real question is, what can we actually do to raise the chances that a member will want to stick with your association for the long-haul? While we’d all love to wave a magic wand to improve retention, sadly they don’t exist. However, the next best thing (and its pretty darn close) – is all your data! While associations often have access to many data points about what their members want, few are using effective data strategies to create targeted retention campaigns. Knowing why members join, why they stay, why they leave and what they value most is a bit of magic that can be vital to a great retention strategy. The only way to get this type of granular information is through analytics.
Speaker: Greg Pollack from Association Analytics

To Watch this Webinar on the Media Library CLICK HERE!

Lunch (12:15-1:15 PM)

Session 3: (1:15-2:15 PM) Member Engagement is an Art and a Science. Do Both!
Course Description:
If you’ve ever tried to engage members or get them to act and it didn’t work, you’re not alone. The key is, don’t keep doing it and expect different results! In this interactive session, put on your scientist hat to explore experiments to you can do to determine what engagement strategies work. Then use your right brain to create and test new ways of communicating that improve your membership, renewal and general member engagement results.
Speaker: Brianne Wheeler from PropFuel

To Watch this Webinar on the Media Library CLICK HERE!

Session 4: (2:30-3:30 PM) Test Drive Your Shiny New Membership Model
Course Description:
Content consumption is changing at a rapid pace. Social media, tech companies, and ‘end-of-the-alphabet’ generations are rewiring market demand. And while for some, the traditional association models, are still holding ground, there’s a keen awareness of the change ahead for organizations. Faltering membership numbers and increasing boomer retirements are pressuring association leaders to revitalize their legacy models and brand reputations for organizational preservation. But when do you know when your organization is ready and prepared for a tune-up? Join us as we explore the key indicators for membership remodeling and more diversified programming.
Speaker: Aimee Pagano from Highroad Solutions

To Watch this Webinar on the Media Library CLICK HERE!

Our sessions will be led by thought leaders and subject-matter experts who have made significant contributions to these domains. Prepare to be engaged, informed, and inspired as you interact with individuals who have mastered the art of Membership, Leadership, and Advancement.

W464: Developing a Business Mindset for Non Profits
2023-11-14 11:00 - 12:00 | https://zoom.us/j/97088372528
COURSE DESCRIPTION:
What makes an organization great? One might suggest its greatness could be measured by its impact. To increase your organization’s impact and further your mission, it might be time to adopt some outside the box thinking and develop some new strategies to catapult you forward. The competition has changed and the gap between for-profit and non-profit has shrunk – what must non-profits do to stay relevant? Learn some of the key elements that have fueled successful entrepreneurs and businesses and find ways to adopt them in your organization and fuse them into your culture. What if the next “big thing” could come from you?!

LEARNING OBJECTIVES:

– Identify key synergies between the for-profit and nonprofit worlds and why they matter
– Learn the keys to entrepreneurial success and how you can adopt some of those same mindset to enhance how you run your organization
– Learn how to develop “intrapreneurialism” and foster creative thinking within your organization to help find “the next big thing” for your success
– Learn how to manage your financials to support growth and sustained success

To Watch this Webinar on the Media Library CLICK HERE!

M308: What's new in the Fall Release of Business Central
2023-11-14 13:00 - 14:00 | https://zoom.us/j/99480540757
COURSE DESCRIPTION:
Here is a chance to learn what is new in the Fall 2023 release of Business Central. Microsoft continues to enhance Business Central the improve usability, functionality and make it more collaborative. You have an opportunity to get an overview of the changes and determine how to use them in your organization.

LEARNING OBJECTIVES:

• Delve into the various changes
• Determine what will help your organization
• Identify what is critical for your users and how to avoid pitfalls

To Watch this Webinar on the Media Library CLICK HERE!

B199: 3/3 The Conference is Over. It’s Time for Thoughtful Follow-Up.
2023-11-14 15:00 - 16:00 | https://zoom.us/j/95689237195
COURSE DESCRIPTION:
The close of a conference doesn’t signal the end; it’s merely the beginning of the next critical phase. This session delves into the importance and nuances of effective post-conference engagement.

LEARNING OBJECTIVES:
We’ll guide you through:

Crafting meaningful follow-ups
Discuss new found connections with sales and marketing
Converting short and long-term opportunities into tangible outcomes
Set a roadmap for sustained relationship-building
Deploy multi-touch account-based follow-up strategies

In case you missed it:
Visit our Media Library to view Part 1: What to do Before the Conference. Let’s Recoup Your Investment.
Visit our Media Library to view Part 2: You’ve Arrived at the Conference. It’s Time to Amp it Up

To Watch this Webinar on the Media Library CLICK HERE!

M345: The Pitfalls of Cybersecurity for Nonprofits
2023-11-15 11:00 - 12:00 | https://zoom.us/j/93640959827
COURSE DESCRIPTION:
The session will cover the common cybersecurity threats that Nonprofits experience everyday while working online. We will discuss how to identify threats, how to prevent them, and how to recover from a malicious attack.

LEARNING OBJECTIVES:
– Identify: Recognize the unique risks of cybersecurity for nonprofits
– Prevent: Protection methods and strategies
– Restore: Steps to take if impacted by an attack

To Watch this Webinar on the Media Library CLICK HERE!

W399: Member Engagement is an Art and a Science. Do Both!
2023-11-15 13:00 - 14:00 | https://zoom.us/j/92751206769
COURSE DESCRIPTION:
If you’ve ever tried to engage members or get them to act and it didn’t work, you’re not alone. The key is, don’t keep doing it and expect different results! In this interactive session, put on your scientist hat to explore experiments to you can do to determine what engagement strategies work. Then use your right brain to create and test new ways of communicating that improve your membership, renewal and general member engagement results.

LEARNING OBJECTIVES:
• Learn how to get personalized feedback to determine the best engagement strategies for your organization
• Learn how to acquire an understanding of how to use both analytics and creativity to boost member engagement
• Learn how to leverage insights from experiments to design effective communication pieces
• Learn how to save time and resources by avoiding ineffective methods or engaging members in the wrong ways

To Watch this Webinar on the Media Library CLICK HERE!

W424: Marketing AI in Action!
2023-11-15 15:00 - 16:00 | https://zoom.us/j/92392589438
COURSE DESCRIPTION:
Are you thinking about implementing AI but have no idea where to start? Are you a marketer who is ready to digitally transform your organization’s strategy?
In this session, participants will learn about easy-to-use AI tools they can begin experimenting with right away at their organizations, which are specific to the marketing, membership, and communications functions.

In this session, we will be dive deep into AI marketing tools, such as:

• SEO / search optimization tools that use NLP for semantic-powered inline optimization as well as search volume recommendations

• Email tools that leverage AI for content recommendation and send time optimization

• Content generation and inline editing tools

• Image and other content generation tools

• AI-powered audio editing tools.

LEARNING OBJECTIVES:

– Get a comprehensive understanding of the present Marketing Artificial Intelligence landscape.
– Learn easy-to-learn marketing AI tools you can use right away to optimize your marketing strategy and see results.
– Discover simple Marketing AI experiments to enhance your processes and make your life easier.

To Watch this Webinar on the Media Library CLICK HERE!

W465: Cybersecurity and Digital Defense
2023-11-16 11:00 - 12:00 | https://zoom.us/j/93736776504
COURSE DESCRIPTION:
Are you ready to take your cybersecurity defenses to the next level? Stay ahead of the game with actionable insights from leading industry experts, empowering you to safeguard your digital assets and protect your organization from ever-evolving cyber threats.

LEARNING OBJECTIVES:
1. **Threat Landscape Analysis:** Gain a deep understanding of the current cyber threat landscape and the business environment. Explore the latest trends, attack vectors, and tactics cybercriminals utilize to exploit vulnerabilities.
2. **Best Practices for Cyber Defense:** Arm yourself with battle-tested cybersecurity best practices. From robust password policies to effective incident response strategies, you’ll discover the essential steps to secure your organization.
3. **Data Protection Strategies:** Your data is one of your most valuable assets. Learn how to fortify its defenses and prevent data breaches, leaks, and unauthorized access.
4. **Cloud Security Excellence:** Embrace the cloud with confidence. Learn key security measures you need to adopt to protect your cloud infrastructure and data.
6. **AI and Machine Learning in Cybersecurity:** Explore the role of Artificial Intelligence and Machine Learning in bolstering your cybersecurity posture. Uncover how these technologies can be harnessed to detect and thwart threats effectively.
7. **Cybersecurity Elevator Pitch** Ensure you are fully prepared to respond to an audit or executive inquiries on your security strategy.

Cybersecurity Market Insights & Decision Guide 2023

To Watch this Webinar on the Media Library CLICK HERE!

B177: Future of Work Anywhere
2023-11-16 13:00 - 14:00 | https://zoom.us/j/99698284374
COURSE DESCRIPTION:
This course is designed to help not-for-profits define the role of hybrid-work – in-office and remote work – in their organization and the best technology approaches to ensure security, productivity, collaboration and cost-effectiveness. You will learn about the “why” behind unified communications (UC), key features and benefits as well as the top considerations when selecting a UCaaS or collaboration platform. Finally, you will learn how to leverage Bridgepointe and Ali Niroo to help you evaluate and select the right technologies for your not-for-profit organization.

LEARNING OBJECTIVES:

– What is the hybrid-work model and is it the future post COVID?
– What is PC-centric and why are organizations moving away from it?
– What are the security implications/threats associated with remote work?
– What is the best technology stack for a hybrid-work model?
– What are key features and benefits of unified communications (UC)?
– What are the top considerations for selecting a UCaaS platform?
– Why should you consider Bridgepointe for your UCaaS and collaboration?

To Watch this Webinar on the Media Library CLICK HERE!

C356: Sending Emails in Business Central 101
2023-11-16 15:00 - 15:30 | zoom.us/j/92250407323
COURSE DESCRIPTION:
Are you tired of toggling between programs trying to collect the information you need to send emails? Eliminate the back and forth with your Outlook client and Business Central by leveraging the new email functionality available inside your BC system.
We rely heavily on email to send important information and documents, such as sales orders, purchase orders, and invoices. But did you know Business Central system admins can connect one or more email accounts, letting you send documents without opening an email app? You can compose each message individually with essential formatting tools, such as fonts, styles, colors, and so on, and add attachments of up to 100 MB. Additionally, report layouts enable administrators to include only the critical information from documents.

LEARNING OBJECTIVES:
We will review how to set up accounts.
Compose and send email messages.
Attach documents, assign scenarios, send sales documents, and check the outbox and sent emails within Business Central.

W461: Why Futures-Thinking Helps Leaders Make Better Decisions Today
2023-11-30 11:00 - 12:00 | https://zoom.us/j/93919985951
COURSE DESCRIPTION:
How can you and your volunteer leaders best prepare for ongoing environmental ambiguity and unexpected developments? By constantly scanning for weak signals and adopting a future-oriented mindset. Hear from four experienced association executives who have benefited from embracing and integrating futures-thinking throughout their associations. This wide-ranging conversation will cover key points such as how to proactively lead your board and staff colleagues toward a futures mindset; the power and importance of creating a future-focused organizational culture, overcoming resistance to change, and much more!

LEARNING OBJECTIVES:

– Learn how you and your volunteer leaders can best prepare for environmental ambiguity and unexpected developments.
– Learn how to proactively lead your board toward a futures mindset.
– Learn the power and importance of scenario planning.
– Learn about contingency planning and risk mitigation; and much more!

To Watch this Webinar on the Media Library CLICK HERE!

M322: Roles, Permissions, and User Group Personalization- Tailored to your Business
2023-11-30 13:00 - 14:00 | https://zoom.us/j/91578145636
COURSE DESCRIPTION:
In this session you will learn to create personalized experiences for your team members based on their role in the organization using D365 Business Central.

LEARNING OBJECTIVES:

– Role-Based Customization: Develop the skills necessary to customize and tailor the D365 Business Central environment to match the specific roles and responsibilities of your team members.
– Personalized Role Centers: Learn to create personalized role centers, providing team members with quick access to the information and tools they need to excel in their roles.
– Data Security: Explore strategies for setting up data security measures within D365 Business Central, ensuring that team members have access only to the information relevant to their roles.
– Workflow Automation: Discover how to design and automate workflows that align with the tasks and responsibilities of different team members, streamlining processes and increasing efficiency.

To Watch this Webinar on the Media Library CLICK HERE!

W459: How to Engage, Communicate, and Get More Out of Your Nonprofit Board Members
2023-12-04 13:00 - 14:00 | https://zoom.us/j/99905779596
COURSE DESCRIPTION:
Serving on a nonprofit organization’s Board of Directors can be a rewarding and often life-changing experience. Senior management for nonprofit organizations needs to be more active helping their Board members to learn how to be more effective during their Board service term helping Board members find and align their passion and capacity to serve while meeting the needs and expectations of the nonprofit organization they will represent. We will discuss three specific aspects of the Board member lifecycle:

New Board Member Planning and Preparation
Pathways to Effective Continuing Board Leadership
Past Presidents and Retiring Board Members Can Be a Powerful Resource or a Missed Opportunity

LEARNING OBJECTIVES:

– Learn about how to help new Board members to get off to a faster start and quickly learn how to be more effective during their first year of Board service.
– How to take a proactive approach to help Board members to find a pathway for continuing their Board leadership roles and find leadership styles that meet their skills and time constraints.
– We will discuss different tactics for how to optimize and consider continued using and finding interactive opportunities to use retiring Board members especially Past Presidents (Past Board Chairs) in a manner that brings enjoyment to the individual while helping the organization and not getting in the way of the current seated Board of directors.

Resources and Source Articles and Two Series from the SE4N Website

New Board Member Planning and Preparation

Serving on a nonprofit organization’s Board of Directors can be a rewarding and often life-changing experience. The first year of Board service will set the stage for the remainder of your time on the Board and directly affect opportunities for engagement, impact, visibility, quality of experience, and advancement.
This 4-part series aims to help new Board members set basic goals and develop realistic expectations for success during this critical early stage of their Board tenure.

Pathways to Effective Board Leadership Series

To be an effective Board member you must consider how your own passion and capacity to serve align with the needs and expectations of the nonprofit organization you will represent.
This 4-part series will help you assess and choose the leadership path that is best aligned to the organization as well as yourself, so that you will be in a position to complete your Board service without regrets or second guesses.

Past Presidents Can Be a Powerful Resource or a Missed Opportunity

I have looked at many lists of Past Presidents for nonprofit organizations and been amazed by the roster of names, but I am often disappointed at how many Past Presidents have become lost connections. High performing nonprofits keep their Past Presidents engaged and connected with meaningful active roles that are thoughtful and strategic.
The position of President or Board Chair is usually short-term however the title of Past President lasts a lifetime. We can learn from the organizations that put a high value on this important resource and have worked to maintain a long-term connection with their Past Presidents. Common themes and tactics used include a strong emphasis on continuing service, active use of their knowledge, support and network, and amplification of their voice as spokespersons and ambassadors.
Continuing service is a key point of emphasis. Organizations need to develop guidelines for active continuing engagement of Presidents after their terms expire and/or following completion of their term as Immediate Past President. Engagement must be active and regular, driving home the point that Past Presidents will have a meaningful continuing service role. These roles can be divided into two categories: ceremonial roles and specific functions.

To Watch this Webinar on the Media Library CLICK HERE!

W470: Common Audit Findings, the Internal Control Issues Behind Them, and How to Respond
2023-12-05 11:00 - 12:00 | https://zoom.us/j/91232747799
COURSE DESCRIPTION:
Nobody likes receiving findings during their audit, and *most* auditors don’t take pleasure in delivering them. In this session we’ll discuss audit findings such as absent documentation, errors in the financial closing process, and common accounting errors within nonprofit organizations. We’ll also explore the internal control issues that lie beneath the surface and give rise to audit findings. Finally, we’ll plot a course for responding to and reducing recurrences of findings during your audit. Nobody can guarantee a “clean audit”, but we’ll work together in this session to build a framework for continuous improvement and oversight that will strengthen your organization’s internal controls.

LEARNING OBJECTIVES:

– Learn about common audit findings for nonprofit organizations.
– Learn what an auditor looks for when assessing internal controls.
– Learn how to use a response to audit findings as a springboard for implementing improvements.

To Watch this Webinar on the Media Library CLICK HERE!

W436: Understanding Unrelated Business Income
2023-12-05 13:00 - 14:00 | https://zoom.us/j/95924453701
COURSE DESCRIPTION:
Many tax-exempt organizations are surprised to learn that they may have a tax liability due to certain business activities. This session will provide a survey-level view of the tax on unrelated business income (UBI), and how it relates to tax exempt organizations. We will explore the legislative, judicial, and regulatory history of UBI to develop a better understanding of how UBI fits into the tax-exempt sector, and in the process explore strategies to reduce the tax impact to your organization. Soon!

LEARNING OBJECTIVES:

– Understand the conceptual history of the tax on unrelated business income
– Learn about the various types of UBI, and how to identify potential sources of UBI in your organization
– Discover strategies to accurately report UBI in order to most effectively utilize your organization’s resources

To Watch this Webinar on the Media Library CLICK HERE!

W460: Common Errors in Nonprofit Revenue Recognition and How to Avoid Them
2023-12-06 11:00 - 12:00 | https://zoom.us/j/93046575271
COURSE DESCRIPTION:
This session with include examples of the most common issues we see as auditors with nonprofit revenue recognition. This includes accounting, presentation, and disclosure issues and errors that are commonly missed by nonprofits. The session with include processes and controls that could be implemented to prevent these error from happening.

LEARNING OBJECTIVES:

– Review common accounting and reporting issues in nonprofit revenue recognition
– Understand the cause of these errors
– Review best practices and ways to avoid these common errors

To Watch this Webinar on the Media Library CLICK HERE!

W382: Member-Driven Video Storytelling Workshop
2023-12-12 13:00 - 14:00 | https://zoom.us/j/91827725940
COURSE DESCRIPTION:
Video is totally dominating today, so it’s no surprise that leadership is asking about your plans to incorporate more video into your strategy. But all video is not created equal. Short-form video is consistently ranked as the top ROI-driver by marketers. To acquire and retain your membership and drive non-dues revenue, you need to include member-driven video in your strategy. In this session, association leaders will learn to build a member-driven video strategy from planning and execution to measurement and optimization. Using video best practices and real-world examples from associations who are already putting these ideas into action, the facilitator will guide association leaders through the process of building an accessible member-driven video strategy. Attendees will walk away with an actionable approach to planning, executing and publishing member-driven video content to achieve revenue-based outcomes.

LEARNING OBJECTIVES:

– Summarize the process of planning, executing, and optimizing member-generated video campaigns to achieve revenue-based outcomes.
– Assess the organization’s current campaigns to identify areas of opportunity to include more diverse voices and perspectives.
– Design an actionable strategic plan for creating and distributing member-driven video content.

To Watch this Webinar on the Media Library CLICK HERE!

W450: The Top Ten List: Data Challenges (and Solutions)
2023-12-12 15:00 - 16:00 | https://zoom.us/j/93667792180
COURSE DESCRIPTION:
After working with hundreds of associations, we can confidently say most of them have similar challenges when it comes to data. These range from difficulty accessing data to conflicting numbers sitting in different source systems.
We’ve compiled these common challenges into a David Letterman-style Top Ten list that we’ll share during this webinar. Of course, challenges without solutions are useless, which is why we’ll share concrete ways you can overcome each challenge so you can continue to advance your analytics journey.

LEARNING OBJECTIVES:
• Learn the top ten most common data challenges and how to solve them
• Discover strategies that will help you access the data and numbers you need
• Get actionable solutions to unlock data insights and fuel future decision making
• Hear stories from experts who have faced similar struggles – and how they overcame them
To Watch this Webinar on the Media Library CLICK HERE!

C357: Saved You a Click, Your Guide to Business Central Shortcuts
2023-12-14 11:00 - 11:30 | zoom.us/j/98837708467
COURSE DESCRIPTION:
Prepare to revolutionize how you work in Business Central. Join us as we delve into how you can reduce the number of clicks, eliminate repetitive tasks, and make your workdays tremendously shorter with the built-in shortcuts in Dynamics 365 Business Central.
During this session, we will review many of the shortcuts baked into Business Central. From global search to the function keys, Business Central has built-in many ways to make redundant clicks a thing of the past.

LEARNING OBJECTIVES:

Have a general understanding of Business Central keyboard shortcuts
Can demonstrate one skill from this presentation’s General, Filtering, and the others section.

Please bring along questions for a short Q&A session at the end of this FREE webinar.

To Watch this Webinar on the Media Library CLICK HERE!

B203: Transformative Mission Impact: Microsoft Cloud for Non-Profits
2024-01-09 11:00 - 12:00 | https://zoom.us/j/99145307004
COURSE DESCRIPTION:
Donor retention is a major issue for most nonprofits. Complicating this problem is a heavy reliance on spreadsheets and antiquated technology to manage your donor, partner, and volunteer relationships. This session provides the detail you need to understand how the Microsoft Cloud for Nonprofits can connect teams across your organization, unify your data, and enable program participant, donor, volunteer, and partner experiences.

LEARNING OBJECTIVES:

– The transformative impact of the Microsoft Non-profit Cloud.
– Attract, retain, and grow donors.
– Empower staff and volunteers to deliver measurable and responsive programs.
– Personalize interactions at scale with campaigns that reach donors, volunteers, and all of your audiences.

To Watch this Webinar on the Media Library CLICK HERE!

W473: Sales is Not Evil: Effective Sales for NonSales Professionals
2024-01-10 11:00 - 12:00 | https://zoom.us/j/95660787560
COURSE DESCRIPTION:
If you’re a leader of a membership-based organization, you know how challenging it can be to keep members engaged and passionate about your cause. You may be struggling to achieve higher attendance at events or secure top-notch speakers to present to your members. Perhaps you’ve been struggling to convince your members to take on more active roles in their community. It’s easy to feel discouraged, but it’s important to remember that these challenges can be overcome with a sales-oriented mindset. However, it’s crucial to note that this doesn’t mean resorting to slimy sales tactics. With proven sales thinking, you can effectively engage your members and achieve your organization’s goals in an ethical manner.

LEARNING OBJECTIVES:
• Learn how to unlock the power of sales thinking in your membership development efforts
• Learn how to increase member engagement and attendance at events with proven sales techniques that have helped other associations
• Learn how to leverage better speakers for your events and get members to take action in their community
• Learn how to make a more impactful connection with members through persuasive communication strategies
• Learn how to be successful without the slimy sales tactics

To Watch this Webinar on the Media Library CLICK HERE!

W472: Measure What Matters: Diversity, Equity, Inclusion, Accessibility and Belonging (DEIAB)
2024-01-10 13:00 - 14:00 | https://zoom.us/j/94798742428
COURSE DESCRIPTION:
When it comes to measuring success in the realm of diversity, equity, inclusion, accessibility, and belonging (DEIAB), it’s important to “measure what matters.” Organizations can use a variety of metrics to track progress, such as employee engagement surveys, demographic data, and retention rates. However, there are also significant obstacles to accurately measuring DEIAB success, including unconscious biases and resistance to change. To make meaningful progress, it’s crucial to identify these roadblocks and develop practical action plans that prioritize DEIAB initiatives. By taking a learning approach and continually reevaluating metrics and strategies, organizations can create a culture of inclusivity and support that benefits all team members.

LEARNING OBJECTIVES:

– Understand what success looks like in terms of DEIAB initiatives
– Explore metrics organizations use to measure DEIAB success
– Identify key obstacles in DEIAB success measurement and best practices for moving forward with practical action plan to make meaningful progress

3 Rules to Building an Outstanding Digital Member Experience
2024-01-11 13:00 - 14:00 | https://zoom.us/j/96319202934
COURSE DESCRIPTION:
In this session, you will learn essential insights into how to optimize your organization’s digital member experience and bolster sustainable revenue growth. In this course, we delve into key strategies and methodologies to elevate your member engagement, refine value propositions, and foster a symbiotic relationship between organizational revenue and member value.
LEARNING OBJECTIVES:

– After attending this session, you’ll have a deeper understanding of how to score your own digital member experience and identify areas to improve.
– After attending this session, you’ll have a deeper understanding of how to package and distribute your member value to reach your members where they are.
– After attending this session, you’ll have a deeper understanding of how your organizational revenue and your member value are synergistic, and how this knowledge will help you direct your resources for a more sustainable future.

To Watch this Webinar on the Media Library CLICK HERE!

Tech Change - Can Do You Good!
2024-01-11 15:00 - 16:00 | https://zoom.us/j/95976022653
COURSE DESCRIPTION:
When implementing a new technology, many organizations will struggle getting staff to adopt the tool into their daily work. If you’re about to embark on implementing a new tool or are struggling with adoption for an existing tool, this session we’ll look at some strategies to help you overcome those challenges.

LEARNING OBJECTIVES:
• Learn the best strategies for getting staff to adopt a new technology
• Learn how to develop and accelerate adoption of new technologies
• Learn how to make technology implementations successful with expert insights
• Learn how to unleash the hidden potential of your teams with effective change management strategies

Cheap Mobile Community Platforms and Business Process Automation for Small Associations
2024-01-17 13:00 - 14:00 | https://zoom.us/j/94181850896
COURSE DESCRIPTION:
In this session we will learn how modern small associations are automating hours upon hours of manual tedious work on the cheap by looking at real life examples. Then will take a look under the hood of process automation with Zapier and spinning up an online community with Taptiq in a matter of minutes. Will also learn about other automation and community platforms out there.

LEARNING OBJECTIVES:
– See real life examples of how small associations automate their processes and free up their staff to service their members and focus on more valuable and creative tasks.
– Learn how to automate time consuming manual tasks across a variety of systems (AMS, LMS, CMS, CRM, Email, Community, O365, etc) with Zapier
– Learn how to spin up a fully functional mobile-first community for your members for the price of a dinner at the Olive Garden

To Watch this Webinar on the Media Library CLICK HERE!

Maximizing the Power of Google Analytics 4: A Marketer's Guide
2024-01-18 11:00 - 12:00 | https://zoom.us/j/92256340172
COURSE DESCRIPTION:
With the launch of Google Analytics 4, marketers now have more powerful and detailed data tracking and measurement capabilities to better understand their audiences, campaigns, and conversions. In this webinar, our team of experts will guide you through the new dashboard interface and provide key insights into how you can maximize the potential of Google Analytics 4 for your association.

LEARNING OBJECTIVES:
– Understand the key differences between Google Analytics 4 and the previous version, and how they impact your data tracking and measurement strategies.
– Learn how to navigate the new reporting dashboard and its various features to gain deeper insights into your marketing performance.
– Master advanced techniques for setting up and optimizing your data tracking in Google Analytics 4 to track conversions and attribution more effectively.

To Watch this Webinar on the Media Library CLICK HERE!

The United States of Associations
2024-01-23 11:00 - 12:00 | https://zoom.us/j/92368854326
COURSE DESCRIPTION:
The United States of Associations seeks to assemble association professionals from across the country for a fast-paced exchange of ideas. Representatives from as many as all 50 states (and possibly US territories and other countries as well!) will get up to 1 minute each to highlight a trend, resource, book, webinar series, podcast, or new product or conference. The focus will range from online communities to ways to recognize members and from creating engaging events to effective advocacy efforts. It all comes down to what participants bring to the session from what they’re seeing, hearing, experiencing, and learning. Join us and be prepared to take lots of notes and leave with new connections and fresh ideas!

LEARNING OBJECTIVES:

– The collective wisdom of association professionals leads to game-changing insights.
– Get the best of what association executives are reading, listening to, and watching.
– Discover unique and transformative ways to engage members and attendees.
– Find guidance for 2024 initiatives and new perspectives on current challenges.

To Watch this Webinar on the Media Library CLICK HERE!
