The Power of PsyCap
2025-10-01 11:00 - 12:00 (America/New_York) | zoom.us/j/96088380653
Course Description:
Discover how Psychological Capital (PsyCap)—hope, efficacy, resilience, and optimism—can transform the volunteer experience and strengthen organizational impact. Grounded in research, this session explores how cultivating PsyCap among volunteers leads to higher satisfaction, deeper engagement, and stronger retention. Attendees will gain actionable insights and practical strategies to foster a thriving volunteer culture, backed by data and real-world application.

Learning Objectives:
Define the core components of Psychological Capital (PsyCap) and explain their relevance to volunteer motivation, satisfaction, and retention.
Identify practical tools for fostering a strengths-based volunteer culture that builds resilience and optimism across teams.
Evaluate the impact of PsyCap-focused engagement efforts on volunteer performance, satisfaction, and organizational alignment.
Design volunteer engagement initiatives that integrate PsyCap principles to support long-term organizational goals.

To Watch this Webinar on the Media Library CLICK HERE!

U-Turn: From Outstanding to Standing Out in a Competitive Marketplace
2025-10-01 13:00 - 14:00 | zoom.us/j/92295206137
Course Description:
Winning organizations market the problem, not just the solution. And members and prospects will believe that the organization BEST able to articulate their problem is the one best positioned to provide the best solution. So don’t fall in love with your solutions (your publications, conferences, education, advocacy efforts, etc.); rather, fall in love with the PROBLEM your association solves by making a U-Turn.

Learning Objectives:
Explain why quality and service excellence are no longer differentiators; they’re core expectations
Explain why a difference of KIND always beats a difference of DEGREE
Analyze your association’s core value proposition to determine what it is truly offering members.
Demonstrate how to speak relationally to your members rather than transactionally

To Watch this Webinar on the Media Library CLICK HERE!

The Psychology of AI Adoption
2025-10-02 11:00 - 12:00 | zoom.us/j/95048450786
Course Description:
In this session, participants will explore the future of AI implementation through both a strategic and psychological lens. The presentation begins by outlining emerging expectations for AI use across industries, setting the stage for thoughtful adoption. Attendees will then dive into foundational psychological principles that shape how humans adopt technology like AI. Finally, the session connects these insights to practical outcomes: how understanding value exchange and experience design fosters stronger collaboration, accelerates adoption, and unlocks sustainable value from AI technologies.

Learning Objectives:
Identify emerging expectations for AI implementation and use.
Explain the psychological principles essential to AI value-creation.
Analyze how these principles lead to AI adoption and collaboration.

To Watch this Webinar on the Media Library CLICK HERE!

Beyond the Coffee Break: 7 Ways to Spark Real Engagement at Events
2025-10-02 13:00 - 14:00 | zoom.us/j/95684606796
Course Description:

Events often leave engagement to chance rather than planning for it — even though the engagement side of an event may account for half of its success! This hands-on session introduces seven practical, replicable tactics to increase engagement and make networking more meaningful at association conferences, chapter meetings, expos, and more. Whether you’re planning a major annual meeting or a local member gathering, you’ll learn how to go beyond the usual coffee breaks and receptions to build stronger connections, build community, and ensure people leave feeling it was worth their time. You’ll try out these techniques during the workshop and walk away ready to apply them at your next event.

Learning Objectives:

Identify common limitations of traditional event networking formats such as coffee breaks and receptions

Describe seven practical tactics to enhance engagement at association events of all sizes.

Demonstrate selected engagement techniques during the session to increase attendee interaction and connection.

Be able to implement engagement strategies that build community and increase perceived value at future events

To Watch this Webinar on the Media Library CLICK HERE!

From Tourists to Townspeople: Turning Newcomers Into Belongers
2025-10-07 11:00 - 12:00 | zoom.us/j/94923953417
Course Description:
Why do people join your association—and what truly makes them stay?
In this fun, strategy-rich webinar, we’ll explore how members evolve from curious “tourists” to committed “townspeople” and how associations can guide that journey with intentional community-building and digital engagement. Inspired by the game Catan, we’ll show how to use your marketing strategy as the roadmap to foster identity, connection, and long-term belonging. Because membership isn’t just about transactions—it’s about transformation.

Learning Objectives:
Define the three stages of member engagement—Tourist, Settler, and Townsperson—and identify the key motivations and risks at each phase.
Apply marketing and digital strategies tailored to each member type, including segmentation, automation, and personalized content.
Design a member experience that fosters belonging through identity-based storytelling, feedback loops, and progression pathways.

To Watch this Webinar on the Media Library CLICK HERE!

The Association Playbook for the AI Powered Web: Making Your Website Work Smarter
2025-10-07 13:00 - 14:00 | zoom.us/j/99194815364
Course Description:
AI is transforming how people find and interact with information, but it won’t magically fix your website.
Join us as we cover the essential steps associations need to thrive on the AI-powered web. From building a strategy and structuring content to implementing schema, benchmarking performance, and answering your audience’s biggest questions, you’ll leave with a clear playbook for a smarter website.

Learning Objectives:
Explain the strategic foundation for an AI-ready website.
Apply methods to identify, create, and structure content for maximum visibility.
Develop a practical playbook for implementation, measurement, and growth

To Watch this Webinar on the Media Library CLICK HERE!

The 4 Secrets of Increased Employee Retention & Engagement: Attraction, Attention, Appreciation & Application
2025-10-08 11:00 - 12:00 | zoom.us/j/98160895432
Course Description:
Participants will learn about the power of the Attraction, Attention, Appreciation as the basis for creating a positive workplace culture that creates sustainable success, while increasing engagement and retention through practical Application of the 3 A’s.

Learning Objectives:
Describe how Attraction, Attention, and Appreciation shape a thriving workplace culture.
Identify ways the 3 A’s boost employee engagement and retention.
Apply the 4 A’s framework to address real workplace challenges.
Create a simple plan to sustain success through intentional Application.

To Watch this Webinar on the Media Library CLICK HERE!

Call 9-1-1 My Organization Is in Crisis
2025-10-08 13:00 - 14:00 | zoom.us/j/92779407897
Course Description:
A racist magazine cover, a C-level staff member sexually harassing colleagues, an abusive board member…
It isn’t IF your association will experience a crisis, it’s WHEN. Join Sheri Singer, an award winning crisis expert to learn how to prepare for a crisis, endure it, and emerge with your organization’s reputation intact.
Participants will learn how to prepare for a crisis, understand the elements in a crisis plan, know how to assemble a Rapid Response© Team, and identify the three crisis phases. Scenario crisis planning also will be discussed. Following this lively discussion, participant will walk away feeling more confident about how their organization can ensure a crisis successfully.

Learning Objectives:
Know the critical need to write and update a crisis communication plan.
Understand how to create and leverage a Rapid Response© Team.
Identify the three phases of a crisis and how to direct your efforts toward the most important one.
Identify potential crisis scenarios and know the first steps to take in those scenarios with your association’s reputation intact.

To Watch this Webinar on the Media Library CLICK HERE!

Simplify Your Tech Stack: How Zapier Can Supercharge Productivity, Create Hands-Free Workflows, and Save Your Staff a Ton of Time
2025-10-09 13:00 - 14:00 | zoom.us/j/91965105223
Course Description:
Most associations didn’t build their tech stack overnight. It grew over time with one platform here, one workaround there until you found yourself juggling disconnected systems, clunky processes, and missed opportunities.
This fast-paced, practical webinar offers a new path forward.
We will showcase how Zapier’s automation and AI capabilities paired with your existing AMS can unlock a more intelligent, integrated, and efficient way of working. No custom development. No massive overhaul. Just smart connections and real-world results. Whether you’re tackling member engagement, data hygiene, or operational workflows, this session is designed to help you take the friction out of your technology.
What We Will Cover:
The Power of Connection
Learn how connecting your day-to-day tools to your AMS through Zapier can create a unified ecosystem that speaks the same language without a single line of code.
Automation That Actually Saves Time
See how no-code automations can reduce manual tasks, eliminate redundancy, and give your team back the bandwidth they need to focus on strategy and service.
Real Use Cases That Remove Bottlenecks
From automating event workflows to streamlining chapter management, you’ll leave with tangible examples of how associations are already using this to simplify operations.
A Glimpse Into What’s Next
Explore what’s emerging from AI-powered workflows to predictive automations and how your AMS can be the launchpad for a smarter, more scalable tech stack.

Learning Objectives:
Demonstrate how to connect your AMS to everyday tools using Zapier without coding or custom development.
Identify opportunities to automate manual tasks and reduce operational friction through no-code workflows.
Analyze real-world examples of how associations are using automation to improve efficiency in areas like events, chapters, and member engagement.
Evaluate emerging AI-powered automations and how they can extend the capabilities of your AMS for future scalability.

To Watch this Webinar on the Media Library CLICK HERE!

The Fast Followers Approach to Implementing Effective Technology Systems
2025-10-14 11:00 - 12:00 | zoom.us/j/94558535651
Course Description:
Small to medium businesses (SMBs) are heavily dependent on technology but often struggle with knowing how to effectively evaluate and decide which technology tools to implement for their business. You’ll learn best practices to make informed decisions so you don’t waste time and money on technology that doesn’t improve your business outcomes.

Learning Objectives:
Understand common reasons SMBs make unwise technology investments
Apply recommendations to improve decision-making on technology investments
Apply 3 key questions to ask before making your next technology purchase

To Watch this Webinar on the Media Library CLICK HERE!

AI, SEO, and YouTube: A New Playbook for Events and Associations
2025-10-15 13:00 - 14:00 | zoom.us/j/98484543839
Course Description:
Search is changing fast. With AI engines like Google’s AI Overviews, ChatGPT, and Perplexity now delivering answers directly, traditional SEO is losing its impact. The sources AI trusts most are not your website, but platforms like Wikipedia, Reddit, and YouTube.
For associations and event professionals, this shift is both a challenge and an opportunity. YouTube has become one of the most frequently cited sources in AI-generated search results — and it’s the one platform your organization can directly control.
In this session, we’ll explore how AI is reshaping search, why video has become central to visibility, and how every organization can re-think YouTube as a strategic priority. You’ll leave with a quick start guide to launch or revamp your event or association’s YouTube channel and ensure your expertise shows up in AI search results.

Learning Objectives:
Understand the AI shift in search — why Google, ChatGPT, and other AI platforms are reducing clicks to traditional websites and what this means for SEO.
Identify the “Big Three” platforms AI relies on (Wikipedia, Reddit, YouTube) and why YouTube is the most actionable for events and associations.
Recognize the role of video in AI visibility — how short, structured video clips are increasingly cited in AI answers.
Develop a YouTube strategy for your organization — including pre-event, during-event, and post-event video opportunities.
Apply a practical quick start guide to either launch a new YouTube channel or optimize an existing one for search and AI discovery.

To Watch this Webinar on the Media Library CLICK HERE!

Content: A Foundational Element of Member Value
2025-10-16 13:00 - 14:00 | zoom.us/j/99911571039
Course Description:
This webinar is the second installment in our four-part Foundational Elements of Member Value series. The content chapter gives associations the blueprints to transform from a high-lift, reactionary content model to a well-oiled engine that pumps out member value and builds its own continuous momentum.
Check out the other chapters in the Foundational Elements of Member Value series.
Chapter One: The New Foundation of Member Value: Content, Experience and Revenue (aired August 21, 2025)
Chapter Two: Content: A Foundational Element of Member Value (airing October 16, 2025)
Chapter Three: Experience: A Foundational Element of Member Value (coming soon)
Chapter Four: Revenue: A Foundational Element of Member Value (coming soon)

Learning Objectives:
Identify and leverage sources of content for output that’s higher volume and better quality at a lower spend.
Develop a framework for what formats and topics your members and sponsors actually want.
Build systems that ensure you deliver value at a cadence your members will look forward to that allows room to respond to current events.

To Watch this Webinar on the Media Library CLICK HERE!

Practical Ways to Get Started with AI Today
2025-10-21 13:00 - 14:00 | zoom.us/j/92670951687
Course Description:
Are you intrigued by the promise of artificial intelligence but unsure where to begin? Whether you’re leading an association, managing a marketing team, or simply looking to drive innovation inside your organization, the time to start with AI is now—and it doesn’t require a technical background or a massive budget.
In this practical and action-oriented session, Erica Salm Rench from Sidecar.ai will walk you through a no-jargon-needed roadmap to begin leveraging AI today. Drawing on real-world examples from associations, nonprofits, and small teams, she’ll break down how leaders can adopt AI tools to save time, enhance member experiences, and unlock new levels of creativity and productivity.

Learning Objectives:
Identify high-impact, low-effort AI tools you can use immediately to streamline marketing, communication, and administrative workflows.
Develop a simple, repeatable framework for evaluating and implementing AI tools that align with your organization’s goals and values.
Build team confidence and momentum by using real examples and quick wins to foster a culture of experimentation with AI.

To Watch this Webinar on the Media Library CLICK HERE!

Building Your Leadership Brand
2025-10-22 11:00 - 12:00 | zoom.us/j/99557868214
Course Description:
Building a leadership brand is essential for distinguishing yourself in a competitive landscape, as it reflects your unique strengths, values, and vision. To develop a strong leadership brand, focus on three key takeaways: first, identify your core value proposition by understanding what sets you apart from other leaders and aligning your capabilities with organizational needs; second, demonstrate consistent authenticity by ensuring your actions align with your stated values to build trust; and third, emphasize measurable impact by connecting your leadership style to tangible results and continuously evolving based on feedback. Ultimately, your leadership brand is a dynamic representation of your professional journey and a promise of the unique value you bring to your team and organization.

Learning Objectives:
Articulate your core value proposition: identify your unique strengths, understand what differentiates you from other leaders, align your personal capabilities with organizational needs
Exhibit consistent authenticity: ensure your actions match your stated values; build trust through predictable, genuine behavior; let your true leadership style shine through
Drive measurable impact: connect your leadership approach to tangible results; show how your brand drives organizational success; continuously evolve based on feedback and performance

To Watch this Webinar on the Media Library CLICK HERE!

AI in Practice: Strategy, Pitfalls, and the Tools to De-Risk Adoption
2025-10-22 13:00 - 14:00 | zoom.us/j/97517848561
Course Description:
Artificial intelligence is no longer optional — but adopting it without a plan can introduce costly risks. This session explores how associations and organizations can develop a practical AI strategy that balances innovation with safeguards. We’ll examine common missteps, highlight milestones for a thoughtful rollout, and share proven tactics and tools to de-risk adoption. You’ll leave with a clearer path to implementing AI responsibly and effectively in your own organization.

Learning Objectives:
Explain why “not using it” is not a viable (or secure) AI strategy.
Analyze common implementation missteps that cost organizations time and money.
Outline the key milestones in a thoughtful AI roll-out.
Evaluate tactics and toolsets to consider for your own AI journey.

To Watch this Webinar on the Media Library CLICK HERE!

Combating the Increase of Cyber and Fraud Threats
2025-10-28 11:00 - 12:00 | zoom.us/j/98668445229
Course Description:
Fraud is on the rise and impacts organizations worldwide, regardless of size, mission, or revenue. Changes in the control environment, implementation of new technologies, and hybrid workforces have contributed to an increase in the opportunity to commit fraud at all levels and statistics show perpetrators are seizing these opportunities. This course will educate participants on fraud and cyber risks and provide actionable strategies for risk mitigation.

Learning Objectives:
Analyze the current risk environment, top forecasted risks, and emerging risks.
Identify top schemes being utilized to commit fraud for the purpose of implementing practices to mitigate risk and perform continuous monitoring throughout the year.
Evaluate cybersecurity tools and tactics to develop an effective fraud mitigation strategy.
Utilize data analytics in preventing and detecting fraudulent activity to provide participants with mechanisms they can implement at their own organizations.

To Watch this Webinar on the Media Library CLICK HERE!

Unlock Hidden Profits: 3 Game-Changing Secrets for Association Success
2025-10-29 13:00 - 14:00 | zoom.us/j/99349882286
Course Description:
Is your non-dues revenue program stuck in neutral—or simply not reaching its full potential? Whether you’re still shaping your vision or already experimenting with data, this fast-paced, practitioner-led session will give you the clarity and inspiration to accelerate results.

Join our expert trio as they reveal three “ripped-from-the-headlines” strategies every association leader needs right now:
How to gain essential CEO buy-in that sparks organizational momentum.
Smart, simple data tactics that instantly elevate your sponsor and partner programs.
The first practical steps to revamp and re-energize your revenue approach.

Walk away with fresh insights and immediately usable tools to revolutionize your non-dues revenue—and discover the hidden profit opportunities your association may be overlooking.

Learning Objectives:
After attending this webinar, participants will be able to:
Explain why CEO alignment is critical for non-dues revenue growth and how to build strong internal support.
Leverage data in simple but effective ways to improve sponsor engagement and program outcomes.
Design a prioritized action plan for taking the first steps toward revitalizing their non-dues revenue strategy.

To Watch this Webinar on the Media Library CLICK HERE!

What Works (And Why) in New Member Acquisition Campaigns
2025-10-30 13:00 - 14:00 | zoom.us/j/99395753335
Course Description:
Membership growth doesn’t happen with a single message or magic moment. It takes intentional, well-timed communication across multiple channels.
In this webinar, we’ll break down what makes an effective member acquisition strategy and how to put it into practice. You’ll learn how to combine website engagement, email outreach, and timely follow-ups to capture interest, personalize the experience, and guide prospective members toward joining.
We’ll walk through best practices for designing cross-channel campaigns that meet prospective members where they are and deliver value at every step. To bring these strategies to life, we’ll also highlight how two associations have successfully implemented them in real-world campaigns.
Whether you’re launching your first acquisition effort or fine-tuning an existing one, you’ll leave with fresh ideas to build smarter, more effective campaigns.

Learning Objectives:
Identify the key components of a successful member acquisition strategy
Design cross-channel campaigns that engage prospective members at the right time
Leverage personalization and real-time responses to improve conversions
Apply lessons from real-world campaigns to your own member growth efforts

To Watch this Webinar on the Media Library CLICK HERE!

Mastering Memory for Professional Success & Peak Performance
2025-11-04 11:00 - 12:00 | zoom.us/j/94970260939
COURSE DESCRIPTION:
In this fun & interactive program, U.S. Memory Champion, Chester Santos – “The International Man of Memory” will help you to develop life changing memory skills that you can immediately apply to better retaining and recalling valuable information from conference sessions, training classes, and other professional development activities. You’ll also learn how to become a master at remembering names to get more out of the wonderful experience of networking at business events. In addition, you’ll find out how to leverage how human memory works to make your company’s messaging and event programming more memorable.

LEARNING OBJECTIVES:
Master the fundamental principles for developing powerful memory skills to enhance productivity & increase ROI from training and development efforts
Learn to better remember names to get more out of networking at conferences/meetings and improve professional & personal relationships
Become a more effective and persuasive speaker by learning to give presentations without notes
Learn why neuroscientists insist that broadening your “knowledge base” is the key to creativity and innovation
Leverage how human memory works to make your company’s messaging and event programming more “memorable”

To Watch this Webinar on the Media Library CLICK HERE!

Streamlining Receivables: Integrating Payments with your ERP system
2025-11-04 13:00 - 14:00 | zoom.us/j/98518001878
This event is eligible for CPE Credit only~

Course Description:
In today’s digital environment, finance and operations professionals working at associations should be looking for ways to optimize their business processes. For associations currently using an Enterprise Resource Planning (ERP) system (such as Sage/Intacct, Microsoft Dynamics 365, NetSuite and Oracle), there are many ways to maximize their investment in the platform. One key area of opportunity lies in streamlining and consolidating the management of all member and customer receivables.
Moving beyond siloed departmental approaches, participants will learn strategies and best practices to integrate receivables and collections operations across membership, education, events, sponsorships, certifications, publications, and other revenue streams. This session shows how an association can use their existing ERP system to centralize invoicing, payment processing, and collections efforts, leading to improved cash flow, reduced administrative burden, enhanced data accuracy, and a holistic view of member financial engagement.
This integration enables the association to be able to utilize ERP reporting and analytics tools to gain actionable insights into cash flow, aging receivables, and collection effectiveness.

Learning Objectives:
Identify common inefficiencies in the accounts receivable process that can be addressed through payment integration.
Identify key functionalities for automation workflows, including invoice delivery, payment reminders, collection processes and more.
Develop strategies for integrating and standardizing collection procedures across various departments within the ERP.
Understand how to improve member satisfaction by providing a user-friendly experience for all financial transactions and communications.
Outline key steps and considerations for evaluating and implementing ERP-integrated payment solutions in an association environment.

To Watch this Webinar on the Media Library CLICK HERE!

The 3 Shifts of AI for Associations
2025-11-05 11:00 - 12:00 | zoom.us/j/92843784127
Course Description:
AI is reshaping how associations discover solutions, engage members, and deliver value. Yet most leaders are still asking where to start.
In this fast-moving and thought-provoking session, Sandra Nam introduces The 3 Shifts of AI for Associations, a clear framework that helps executives understand how AI is transforming the work of associations today. From search to discovery, content to conversations, and transactions to trusted agents, you will learn how to navigate these changes with confidence and vision.
Drawing on real examples from across the industry, Sandra connects innovation, leadership, and practical next steps that any association can take now, without the need for technical expertise.
What you will learn:
1. How to recognize and lead the three major AI shifts affecting associations
2. Ways to apply AI to strengthen engagement, sponsorship, and member value
4. A roadmap for evaluating, experimenting with, and communicating AI initiatives within your organization
Join this session to cut through the noise, understand what is coming next, and gain the insight to lead your association’s AI journey with clarity and purpose.

Learning Objectives:
Explain the three major shifts in how AI is transforming associations and their approach to member and industry engagement.
Identify practical applications of AI that strengthen discovery, communication, and sponsorship opportunities within associations.
Develop confidence to begin experimenting with AI in ways that align with their association’s mission, culture, and capacity for innovation.

To Watch this Webinar on the Media Library CLICK HERE!

Creating Emails Members Actually Want
2025-11-05 13:00 - 14:00 | zoom.us/j/97518055852
Course Description:
Email marketing continues to be the workhorse of marketing, but member conversions are declining. After auditing over 50 associations emails it’s clear that new emails strategies are needed get conversion rate up! It’s critical that we craft compelling calls to action, master send times, and use AI to help you write personal and meaningful content.
This session will delve into 4 strategies that will improve your email marketing:
– How to manage “we send too many emails!”
– Connecting with members as if they are the hero of the story
– Favorite AI prompts to make your emails great with little effort
– Email design and content that are working well right now
Walk away seeing how there’s power in making small changes to your emails, to amplify your email marketing.

Learning Objectives:
Apply email design and content best practices from the list you will leave with.
Design a plan to manage your email calendar and to solve the “we send too many emails!” problem.
Select and apply the best AI prompts to create winning email content that makes the member feel welcome, seen and valued.

To Watch this Webinar on the Media Library CLICK HERE!

Adventure Leadership: Key Leadership Principles from Expeditions
2025-11-06 11:00 - 12:00 | zoom.us/j/93125540101
COURSE DESCRIPTION:
Join Don Schmincke as he dives into his book and new approach to leadership development, based on ground-breaking scientific research, field-tested under the most brutal conditions on the most difficult summits, and successfully applied in the training of executives, management teams and entrepreneurs throughout the world. We will review core lessons and approaches from three points of view. First, key leadership principle learned from expeditions in the Himalayas and Andes. Then we will bring these lessons to the world of business, with examples from experiences in coaching entrepreneurs and business management teams. Finally, we will take a look at the science behind these winning strategies, exploring these principles at their fundamental level.
We will also go over key points as a summarized, plan-of-attack blueprint that will help the you master the courage and skill to approach leadership from a practical perspective, overcome persistent barriers to performance, understand the source of dysfunctional behaviors that plague organizations and learn how to overcome and redirect them into productive results, understand why chronic management problems exist, where and why they originate and what to do about them, enrich profits, markets and organizational culture.
More information on Don can be found here.

LEARNING OBJECTIVES:
Learn key leadership principle learned from expeditions in the Himalayas and Andes.
Learn how to bring these lessons to the world of business, with examples from their experiences in coaching entrepreneurs and business management teams.
Learn at the science behind these winning strategies, exploring these principles at their fundamental level.

To Watch this Webinar on the Media Library CLICK HERE!

Virtual Registration for Fall Symposium 2025
2025-11-10 10:00 - 15:00 | zoom.us/j/91226088334
Navigating the Future
Date: Monday, November 10, 2025
Time: 10:00 – 4:15 PM
**In-person exclusive content 4:15 PM-5:15 PM (ET)
Location: In-person will be held at:
Higher Logic: 4501 Fairfax Dr Suite 301, Arlington, VA 22203
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 PM ET) Bridging the Gap: How Associations Can Win the Next Generation
Course Description:
As the workforce evolves to include five generations, associations face a pivotal opportunity—and challenge—in engaging the next wave of professionals. This session, grounded in Multiview’s latest research, “Voice of the Member,” explores how associations can close the awareness-value gap, embrace digital fluency, and revive in-person connection to attract and retain Gen Z and Millennial members.
Through real data and actionable strategies, we’ll unpack what young professionals truly want from associations: tangible career outcomes, authentic digital engagement, and meaningful community. Attendees will leave with a modern framework for member engagement and a clear roadmap to future-proof their value proposition.
Learning Objectives:

Identify the top barriers preventing young professionals from joining associations—and how to overcome them.
Apply digital-first strategies that resonate with Gen Z and Millennial audiences across platforms like LinkedIn and Instagram.
Design in-person experiences that foster connection, mentorship, and long-term engagement.
Use Multiview’s 6M Framework to align mission, media, and messaging with evolving member expectations.

Speaker: Trevor Whyte, Vice President, Strategic Partnerships, Multiview
CAE: Member and Stakeholder Engagement and Management
NASBA: Communications & Marketing

Session 2: (11:15-12:15 PM ET) Security by Design: Protecting Your Payments and Reputation
Course Description:
In today’s digital-first environment, associations and non-profits are entrusted with sensitive member and donor payment information. A single breach (e.g., carding attack) can jeopardize both mission impact and organizational reputation. A single breach can also lead to the immediate shutdown of your ability to accept payments. This session will guide leaders and finance teams through the essential strategies for securing payment processes from start to finish. From PCI compliance and tokenization to secure vaulting and gateway redundancy, participants will learn how to create a payment ecosystem that is resilient, trustworthy, and built to handle evolving cyber threats. Using real-world scenarios from associations and nonprofits, we will uncover how proactive security not only protects your data but also strengthens member and donor confidence.
Learning Objectives:

Identify the key payment security requirements for associations and nonprofits, including PCI DSS standards and emerging best practices.
Evaluate common vulnerabilities in payment workflows and determine appropriate mitigation strategies
Apply tokenization, encryption, and secure vaulting techniques to safeguard member and donor data.
Implement redundancy and contingency plans to ensure business continuity in the event of system downtime or a security incident.
Assess the role of payment security in preserving organizational trust and donor/member retention.

Speaker: Wade Tetsuka, CPA, President, U.S. Transactions Corporation
CAE: Operations
NASBA: Information Technology

12:15-12:45 PM CATERED LUNCH BREAK

Session 3: (12:45-1:45 PM ET) Putting AI to Work for Your Members: Practical Applications You Can Start Using Today
Course Description:
Artificial intelligence doesn’t have to be abstract or overwhelming. It can be a practical, human-centered tool to help associations serve members more effectively. In this session, we’ll explore three realistic ways associations are already using AI to streamline operations and improve the member experience.
Guided onboarding: Help prospective members move smoothly from discovering your organization to joining and engaging with benefits. AI can tailor content, highlight relevant programs, and reduce friction in the process.
Predictive renewals: Use AI to identify which members are likely to lapse, so your team can intervene early with the right message and timing.
Smarter self-service: Let members make updates to event registrations, rosters, and more with AI-powered tools. When they need extra help, the system can escalate to staff through support tickets or cases.
This session is designed for a non-technical audience. We’ll walk through each example with real-world context, simple visuals, and a focus on what is possible today.
Learning Objectives:

Describe how AI can support guided onboarding by personalizing content and streamlining the new member journey.
Explain how predictive analytics can identify at-risk members and enable timely, targeted renewal efforts.
Evaluate AI-driven self-service tools that improve member experience while optimizing staff workload.

Speaker: Arden Winner, Senior Salesforce Consultant, Fíonta
CAE: Member and Stakeholder Engagement and Management
NASBA: Information Technology

Session 4: (2:00-3:00 PM ET) Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects
Course Description:
In today’s fast-paced digital landscape, technology projects are essential to the growth and success of any organization. Yet, despite careful planning and execution, many projects face setbacks or fail to meet expectations. Join other technology leaders to discuss the importance of addressing the outcomes of technology projects—both the successes and the challenges—and explore how failures with technology projects, when handled correctly, can lead to valuable lessons that strengthen teams and enhance future project success.
Learning Objectives:

Analyze the psychological and financial impacts of failed technology projects on teams and organizations.
Discuss the value of openly sharing project outcomes—including failures—with peers to foster collective learning.
Identify key lessons from both successful and unsuccessful technology projects to strengthen future performance.
Develop strategies to rebuild team resilience and confidence following project setbacks.
Apply retrospective tools such as post-mortems to improve outcomes in future technology initiatives.
Evaluate the role of organizational leaders in mitigating burnout, managing stress, and motivating teams during and after challenging tech projects.

Speaker: Olivia Wilkins Business Analyst/ Project Manager, PerByte & Josh Carlson Founder & Chief Innovator, PerByte
CAE: Operations
NASBA: Information Technology

Fall Symposium Information
2025-11-10 10:00 - 16:15
Navigating the Future
Date: Monday, November 10, 2025
Time: 10:00 – 3:00 PM
**In-person exclusive content 4:15 PM-5:15 PM (ET)
Location: In-person will be held at:
Higher Logic: 4501 Fairfax Dr Suite 301, Arlington, VA 22203
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 PM ET) Bridging the Gap: How Associations Can Win the Next Generation
Course Description:
As the workforce evolves to include five generations, associations face a pivotal opportunity—and challenge—in engaging the next wave of professionals. This session, grounded in Multiview’s latest research, “Voice of the Member,” explores how associations can close the awareness-value gap, embrace digital fluency, and revive in-person connection to attract and retain Gen Z and Millennial members.
Through real data and actionable strategies, we’ll unpack what young professionals truly want from associations: tangible career outcomes, authentic digital engagement, and meaningful community. Attendees will leave with a modern framework for member engagement and a clear roadmap to future-proof their value proposition.
Learning Objectives:

Identify the top barriers preventing young professionals from joining associations—and how to overcome them.
Apply digital-first strategies that resonate with Gen Z and Millennial audiences across platforms like LinkedIn and Instagram.
Design in-person experiences that foster connection, mentorship, and long-term engagement.
Use Multiview’s 6M Framework to align mission, media, and messaging with evolving member expectations.

Speaker: Trevor Whyte, Vice President, Strategic Partnerships, Multiview
CAE: Member and Stakeholder Engagement and Management
NASBA: Communications & Marketing

Session 2: (11:15-12:15 PM ET) Security by Design: Protecting Your Payments and Reputation
Course Description:
In today’s digital-first environment, associations and non-profits are entrusted with sensitive member and donor payment information. A single breach (e.g., carding attack) can jeopardize both mission impact and organizational reputation. A single breach can also lead to the immediate shutdown of your ability to accept payments. This session will guide leaders and finance teams through the essential strategies for securing payment processes from start to finish. From PCI compliance and tokenization to secure vaulting and gateway redundancy, participants will learn how to create a payment ecosystem that is resilient, trustworthy, and built to handle evolving cyber threats. Using real-world scenarios from associations and nonprofits, we will uncover how proactive security not only protects your data but also strengthens member and donor confidence.
Learning Objectives:

Identify the key payment security requirements for associations and nonprofits, including PCI DSS standards and emerging best practices.
Evaluate common vulnerabilities in payment workflows and determine appropriate mitigation strategies
Apply tokenization, encryption, and secure vaulting techniques to safeguard member and donor data.
Implement redundancy and contingency plans to ensure business continuity in the event of system downtime or a security incident.
Assess the role of payment security in preserving organizational trust and donor/member retention.

Speaker: Wade Tetsuka, CPA, President, U.S. Transactions Corporation
CAE: Operations
NASBA: Information Technology

Session 3: (12:45-1:45 PM ET) Putting AI to Work for Your Members: Practical Applications You Can Start Using Today
Course Description:
Artificial intelligence doesn’t have to be abstract or overwhelming. It can be a practical, human-centered tool to help associations serve members more effectively. In this session, we’ll explore three realistic ways associations are already using AI to streamline operations and improve the member experience.
Guided onboarding: Help prospective members move smoothly from discovering your organization to joining and engaging with benefits. AI can tailor content, highlight relevant programs, and reduce friction in the process.
Predictive renewals: Use AI to identify which members are likely to lapse, so your team can intervene early with the right message and timing.
Smarter self-service: Let members make updates to event registrations, rosters, and more with AI-powered tools. When they need extra help, the system can escalate to staff through support tickets or cases.
This session is designed for a non-technical audience. We’ll walk through each example with real-world context, simple visuals, and a focus on what is possible today.
Learning Objectives:

Describe how AI can support guided onboarding by personalizing content and streamlining the new member journey.
Explain how predictive analytics can identify at-risk members and enable timely, targeted renewal efforts.
Evaluate AI-driven self-service tools that improve member experience while optimizing staff workload.

Speaker: Arden Winner, Senior Salesforce Consultant, Fíonta
CAE: Member and Stakeholder Engagement and Management
NASBA: Information Technology

Session 4: (2:00-3:00 PM ET) Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects
Course Description:
In today’s fast-paced digital landscape, technology projects are essential to the growth and success of any organization. Yet, despite careful planning and execution, many projects face setbacks or fail to meet expectations. Join other technology leaders to discuss the importance of addressing the outcomes of technology projects—both the successes and the challenges—and explore how failures with technology projects, when handled correctly, can lead to valuable lessons that strengthen teams and enhance future project success.
Learning Objectives:

Analyze the psychological and financial impacts of failed technology projects on teams and organizations.
Discuss the value of openly sharing project outcomes—including failures—with peers to foster collective learning.
Identify key lessons from both successful and unsuccessful technology projects to strengthen future performance.
Develop strategies to rebuild team resilience and confidence following project setbacks.
Apply retrospective tools such as post-mortems to improve outcomes in future technology initiatives.
Evaluate the role of organizational leaders in mitigating burnout, managing stress, and motivating teams during and after challenging tech projects.

Speaker: Olivia Wilkins Business Analyst/ Project Manager, PerByte & Josh Carlson Founder & Chief Innovator, PerByte
CAE: Operations
NASBA: Information Technology

CAE: Operations
NASBA: Specialized Knowledge

In Person Registration for Fall Symposium 2025
2025-11-10 10:00 - 16:15
Navigating the Future
Date: Monday, November 10, 2025
Time: 10:00 – 4:15 PM
**In-person exclusive content 4:15 PM-5:15 PM (ET)
Location: In-person will be held at:
Higher Logic: 4501 Fairfax Dr Suite 301, Arlington, VA 22203
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 PM ET) Bridging the Gap: How Associations Can Win the Next Generation
Course Description:
As the workforce evolves to include five generations, associations face a pivotal opportunity—and challenge—in engaging the next wave of professionals. This session, grounded in Multiview’s latest research, “Voice of the Member,” explores how associations can close the awareness-value gap, embrace digital fluency, and revive in-person connection to attract and retain Gen Z and Millennial members.
Through real data and actionable strategies, we’ll unpack what young professionals truly want from associations: tangible career outcomes, authentic digital engagement, and meaningful community. Attendees will leave with a modern framework for member engagement and a clear roadmap to future-proof their value proposition.
Learning Objectives:

Identify the top barriers preventing young professionals from joining associations—and how to overcome them.
Apply digital-first strategies that resonate with Gen Z and Millennial audiences across platforms like LinkedIn and Instagram.
Design in-person experiences that foster connection, mentorship, and long-term engagement.
Use Multiview’s 6M Framework to align mission, media, and messaging with evolving member expectations.

Speaker: Trevor Whyte, Vice President, Strategic Partnerships, Multiview
CAE: Member and Stakeholder Engagement and Management
NASBA: Communications & Marketing

Session 2: (11:15-12:15 PM ET) Security by Design: Protecting Your Payments and Reputation
Course Description:
In today’s digital-first environment, associations and non-profits are entrusted with sensitive member and donor payment information. A single breach (e.g., carding attack) can jeopardize both mission impact and organizational reputation. A single breach can also lead to the immediate shutdown of your ability to accept payments. This session will guide leaders and finance teams through the essential strategies for securing payment processes from start to finish. From PCI compliance and tokenization to secure vaulting and gateway redundancy, participants will learn how to create a payment ecosystem that is resilient, trustworthy, and built to handle evolving cyber threats. Using real-world scenarios from associations and nonprofits, we will uncover how proactive security not only protects your data but also strengthens member and donor confidence.
Learning Objectives:

Identify the key payment security requirements for associations and nonprofits, including PCI DSS standards and emerging best practices.
Evaluate common vulnerabilities in payment workflows and determine appropriate mitigation strategies
Apply tokenization, encryption, and secure vaulting techniques to safeguard member and donor data.
Implement redundancy and contingency plans to ensure business continuity in the event of system downtime or a security incident.
Assess the role of payment security in preserving organizational trust and donor/member retention.

Speaker: Wade Tetsuka, CPA, President, U.S. Transactions Corporation
CAE: Operations
NASBA: Information Technology

12:15-12:45 PM CATERED LUNCH BREAK

Session 3: (12:45-1:45 PM ET) Putting AI to Work for Your Members: Practical Applications You Can Start Using Today
Course Description:
Artificial intelligence doesn’t have to be abstract or overwhelming. It can be a practical, human-centered tool to help associations serve members more effectively. In this session, we’ll explore three realistic ways associations are already using AI to streamline operations and improve the member experience.
Guided onboarding: Help prospective members move smoothly from discovering your organization to joining and engaging with benefits. AI can tailor content, highlight relevant programs, and reduce friction in the process.
Predictive renewals: Use AI to identify which members are likely to lapse, so your team can intervene early with the right message and timing.
Smarter self-service: Let members make updates to event registrations, rosters, and more with AI-powered tools. When they need extra help, the system can escalate to staff through support tickets or cases.
This session is designed for a non-technical audience. We’ll walk through each example with real-world context, simple visuals, and a focus on what is possible today.
Learning Objectives:

Describe how AI can support guided onboarding by personalizing content and streamlining the new member journey.
Explain how predictive analytics can identify at-risk members and enable timely, targeted renewal efforts.
Evaluate AI-driven self-service tools that improve member experience while optimizing staff workload.

Speaker: Arden Winner, Senior Salesforce Consultant, Fíonta
CAE: Member and Stakeholder Engagement and Management
NASBA: Information Technology

Session 4: (2:00-3:00 PM ET) Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects
Course Description:
In today’s fast-paced digital landscape, technology projects are essential to the growth and success of any organization. Yet, despite careful planning and execution, many projects face setbacks or fail to meet expectations. Join other technology leaders to discuss the importance of addressing the outcomes of technology projects—both the successes and the challenges—and explore how failures with technology projects, when handled correctly, can lead to valuable lessons that strengthen teams and enhance future project success.
Learning Objectives:

Analyze the psychological and financial impacts of failed technology projects on teams and organizations.
Discuss the value of openly sharing project outcomes—including failures—with peers to foster collective learning.
Identify key lessons from both successful and unsuccessful technology projects to strengthen future performance.
Develop strategies to rebuild team resilience and confidence following project setbacks.
Apply retrospective tools such as post-mortems to improve outcomes in future technology initiatives.
Evaluate the role of organizational leaders in mitigating burnout, managing stress, and motivating teams during and after challenging tech projects.

Speaker: Olivia Wilkins Business Analyst/ Project Manager, PerByte & Josh Carlson Founder & Chief Innovator, PerByte
CAE: Operations
NASBA: Information Technology

CAE: Operations
NASBA: Specialized Knowledge

AI Isn’t Built for AMS Selection Decisions. Here’s Why (and What Works Instead)
2025-11-11 11:00 - 12:00 | zoom.us/j/99491142216
Course Description:
There are some things AI can do, and other things…not so much. AI can draft RFPs, summarize demos, and analyze notes, but it can’t understand your members, your workflows, or your culture well enough to pick a new AMS for you. In this session, we’ll separate where AI helps from where human judgment is non-negotiable.
You’ll learn a modern, practical approach to AMS selection that leads with strategy (not feature lists), compares vendors apples-to-apples, and earns real buy-in across teams and leadership. We’ll also show how to blend research and expertise so you make a confident decision that works for staff, members, and the next 3–5 years.

Learning Objectives:
Design AMS selection criteria aligned to organizational strategy, member outcomes, and critical staff workflows, not just feature checklists.
Apply a “fit over popularity” evaluation framework to separate real requirements from market hype and shiny objects.
Identify the right stakeholders (executive sponsor, project lead, cross-functional SMEs, key volunteers) and define clear roles and decision rights.
Develop a post-selection plan that favors configuration over heavy customization and addresses adoption, training, and roadmap milestones beyond go-live.

To Watch this Webinar on the Media Library CLICK HERE!

Passiontivity: Aligning Career Pathing With Career Motivators
2025-11-12 11:00 - 12:00 | zoom.us/j/91031917787
Course Description:
Today’s association staff want more than an opportunity to excel at their jobs. They want to do work they love. Yet too often leaders hire and promote based ONLY on a person’s competencies, rather than considering their intrinsic career motivators. In this eye-opening presentation, search consultant Shira Lotzar of Purposeful Hire, will introduce you to her proprietary tool, Passiontivity, that can revolutionize the way you recruit, engage, and career path your staff.

Learning Objectives:
Analyze strategies to overcome the inherent career tension between employers and staff.
Develop a personalized career pathing model that aligns with key engagement areas.
Apply Passiontivity as a tool for both recruitment and workforce planning.

To Watch this Webinar on the Media Library CLICK HERE!

Smart, Safe, and Strategic: The New Rules of AI for Associations
2025-11-13 13:00 - 14:00 | zoom.us/j/92307138669
Course Description:
Artificial intelligence is no longer an emerging concept — it’s reshaping how associations operate, engage members, and make decisions. Yet success with AI isn’t just about adoption; it’s about leading responsibly.
Drawing on insights from the latest Association Trends Study by Momentive Software, we’ll explore how associations are using AI today, the hurdles that arise with association operations, and why establishing — and maintaining — a strong AI policy is essential. This session blends strategy, governance, and ethics to help your association harness AI with confidence.

Learning Objectives:
Recognize the strategic importance of AI policies and why many fail
Implement best practices for developing or refining an AI policy
Evaluate real-world use cases to understand how AI can drive innovation in association operations

To Watch this Webinar on the Media Library CLICK HERE!

What’s New in BC 2025 Wave 2
2025-11-18 11:00 - 12:00 | zoom.us/j/94858602910
Course Description:
Here is an opportunity to learn what’s new in BC this fall.
Business 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.
Learning Objectives:
Explain what is new in BC

Describe the update rollouts for BC

Explore strategies for managing your update schedule
This event is eligible for CPE credit

To Watch this Webinar on the Media Library CLICK HERE!
