Mastering Memory for Professional Success & Peak Performance
2025-11-04 11:00 - 12:00 (America/New_York) | 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!

Summit Roadshow: One-Day Government Contracting (In-person and Virtual)
2025-11-20 09:30 - 19:00
Nov 20, 9:30 AM – 7:00 PM (EST)
Dynamics Communities HQ
This one-day, in-person and virtual event is a collaboration designed to provide targeted, credit-eligible (CPE) professionals in the Government Contractors space.
To RSVP to this event, click HERE
About this event

This one-day, in-person and virtual event is a collaboration designed to provide targeted, credit-eligible (CPE) professional education for government contractors. It features five thought leadership sessions and two vendor spotlights, all focused on the most critical topics in the GovCon business environment.
Event Agenda
8:30 AM – 9:00 AM: Registration & Welcome
Enjoy coffee and network with fellow attendees before the sessions begin.

9:00 AM – 9:50 AM: DCAA Compliance with Microsoft Dynamics 365
Course Description
This session provides a practical roadmap for high-growth government contractors and product
resellers who rely on the Microsoft stack. We will demonstrate how standard Microsoft
Dynamics 365 (including Business Central) can be configured, integrated, and enhanced with
industry-specific solutions to meet and exceed the rigorous standards set by the Defense
Contract Audit Agency (DCAA). The focus will be on leveraging integrated, automated
financial systems to ensure compliance with the FAR, manage complex contract types (like
Cost-Plus and T&M), and maintain the data integrity necessary for a successful audit, allowing
firms to focus on scaling operations and winning more bids.
Learning Objectives

Identify Core DCAA Requirements: Define the essential accounting system criteria
required by the DCAA for certified contractor status and understand how these translate
into system configuration needs.
Translate FAR/CAS to Dynamics: Explain how specific industry add-ons integrate with
Microsoft Dynamics 365 to automate compliance with the Federal Acquisition
Regulation (FAR) and Cost Accounting Standards (CAS).
Optimize Contract Accounting: Describe best practices for managing complex
contract types (e.g., Cost-Plus, Time & Materials) within Dynamics 365 to ensure
accurate labor recording, indirect cost allocation, and audit readiness.
Support High-Growth Audit Readiness: Evaluate system capabilities needed to
streamline financial operations and maintain data traceability, enabling rapid scaling
while minimizing financial risk during a DCAA audit.

Presented by: Paul Skurpski, VP Sales Xtivia GovCon365
Level Intermediate
NASBA (Field of Study) Accounting
Prerequisites and advance preparation needed 1 year operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE Credits 1.0
Cost Free
Delivery Live and Group Internet Based

9:50 AM – 10:00 AM: Morning Break

10:00 AM – 10:50 AM: Developing CMMC Compliant Programs: Integrating Industry Standards into Your Microsoft Tech Stack
Course Description

This critical session provides technology and finance leaders with actionable strategies for achieving and maintaining compliance with the Cybersecurity Maturity Model Certification (CMMC) framework. We will move beyond abstract policy discussions to focus on the technical and non-technical implementation strategies, oversight and automation, cybersecurity risk reduction, and cost management associated with securing Controlled Unclassified Information (CUI). Beth Leonard will discuss how to strategically position your organization’s compliance program and existing Microsoft technology stack—to create an audit-ready environment, minimizing compliance gaps and building resilience against evolving threats.

Learning Objectives

Developing Compliant Cybersecurity Programs: Describe best practices for integrating cybersecurity standards (NIST 800-171/CMMC) into internal Governance, Risk, and Compliance (GRC) programs as the foundational building blocks to protecting data and CUI.
Map CMMC Requirements: Identify the specific CMMC controls that can be directly addressed and automated using features within the Microsoft Tech Stack when building out your Microsoft Government Cloud (GCC/GCC High) environment.
Evaluate Migration Strategy: Assess the technical and budgetary implications of migrating controlled data to GCC High to meet DFARS and CMMC requirements for federal contracts.
Implement Risk Management: Describe effective approach to evaluating and managing organizational, IT, and cybersecurity risks and issues.
Cybersecurity Automation for Compliance: Explain how to use native Microsoft tools to monitor, manage, and provide auditable evidence of continuous compliance to support more effective protection of data.

Presented by: Beth Leonard, Chief Operating Officer R3 LLC
Level Intermediate
NASBA (Field of Study) Specialilzed Knowledge
Prerequisites and advance preparation needed 1 year operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE Credits 1.0
Cost Free
Delivery Live and Group Internet Based

10:50 AM – 11:10 AM: Vendor Spotlight: The Better Way for GovCon IT Leaders to Buy, Implement, and Manage Technology
Presented by: Ali Niroo, Managing Partner BridgePointe Technologies

11:10 AM – 11:20 AM: Morning Break

11:20 AM – 12:10 PM: Six (6) Essential Tips for Navigating Mergers Acquisitions (M&A) in Government Contracts
Course Description
This session, “Six Essential Tips for Navigating Mergers & Acquisitions (M&A) in Government Contracts,” provides practical guidance for legal and compliance professionals involved in transactions with federal contractors. Unlike commercial deals, government contract M&A requires navigating unique regulatory requirements and risks. The presentation covers critical considerations such as conducting government contracts-focused due diligence, understanding novation requirements, evaluating small business and socioeconomic status impacts, managing organizational conflicts of interest, addressing cybersecurity compliance, and mitigating successor liability exposure. Attendees will gain insights into structuring transactions to maintain compliance, minimize risk, and ensure a smooth post-closing transition.
Learning Objectives

Map CMMC Requirements: Identify the specific CMMC controls that can be directly addressed and automated using features within the Microsoft Government Cloud (GCC/GCC High) environment.
Evaluate Migration Strategy: Assess the technical and budgetary implications of migrating controlled data to GCC High to meet DFARS and CMMC requirements for federal contracts.
Implement Risk Management: Describe best practices for integrating cybersecurity standards (NIST 800-171/CMMC) into internal Governance, Risk, and Compliance (GRC) programs.
Leverage Native Tools: Explain how to use native Microsoft 365 and Azure tools to monitor, manage, and provide auditable evidence of continuous compliance.

Presented by: Amy C. Hoang, Partner and Erica Bakies, Partner, Seyfarth Shaw
Level: Intermediate
NASBA (Field of Study): Business Law
Prerequisites and preparation needed: 1 year of operations experience. No prior preparation required.
Reviewer: Wade Tetsuka, CPA
CPE Credits: 1.0
Cost: Free
Delivery: Live and Group Internet-Based

12:10 PM – 1:00 PM: Networking, Lunch and Vendor Spotlight
Presented by: Wade Tetsuka, President, U.S. Transactions Corp.

1:00 PM – 1:50 PM: The Copilot Era: Innovate with AI Agents
Course Description
This session explores the next wave of AI Agents. Presented by a Microsoft expert, this course demonstrates how GovCon organizations can move beyond basic Copilot features to build, deploy, and govern intelligent agents capable of performing multi-step, workflow-driven tasks across Dynamics 365, the Power Platform, and Microsoft Fabric. Participants will learn how these agents can be designed to automate critical business processes unique to government contracting, such as critical data aggregation, proposal drafting assistance, and tracking complex compliance requirements, ensuring secure and auditable deployment across the enterprise.
Learning Objectives

Differentiate Agentic AI: Distinguish between simple AI features and complex AI Agents, and articulate the strategic value of deploying workflow-centric agents for GovCon operations.
Architect Agent Solutions: Explain how the Power Platform (specifically Copilot Studio) can be leveraged to build and govern secure AI Agents that interact with sensitive ERP and CRM data.
Identify GovCon Opportunities: Pinpoint key government contracting business processes (e.g., invoice reconciliation, proposal knowledge lookup, cost pool reporting) that are ideal candidates for agent-driven hyper-automation.

Presented by: Tony Qian
Level: Intermediate
NASBA (Field of Study): Specialized Knowledge
Prerequisites and preparation needed: 1 year of operations experience. No prior preparation required.
Reviewer: Wade Tetsuka, CPA
CPE Credits: 1.0
Cost: Free
Delivery: Live and Group Internet-Based

2:00 PM – 2:50 PM: From Readiness to Certification: A Paneled Journey Through CMMC Level 2 Assessment
Course Description
Join KTL Solutions, their client ODRG, and independent assessor Redspin for a paneled discussion on navigating the full lifecycle of a successful CMMC Level 2 assessment. This session offers a rare, multi-perspective view into the technical, operational, and compliance strategies that enable a government contractor to achieve certification. From secure enclave deployment and documentation readiness to third-party validation and post-assessment reflections, attendees will gain actionable insights into what it takes to prepare, execute, and succeed in a formal CMMC Level 2 assessment.
Learning Objectives

Understand the full assessment lifecycle — from initial readiness planning to final certification — through the lens of a real-world client engagement.
Identify key technical and compliance milestones required for CMMC Level 2, including secure enclave setup, licensing, documentation, and evidence preparation.
Learn how to coordinate effectively with third-party assessors while maintaining independence and avoiding conflicts of interest.
Explore client decision-making processes and lessons learned that contributed to a successful assessment outcome.
Apply best practices for audience-specific messaging when communicating CMMC readiness to government contractors and stakeholders.

Presented by:
Andrew Lally – Vice President of Cloud and Infrastructure Services at KTL Solutions
Jeremy Mares – Vice President of Sales & Federal Accounts at Redspin a division of Clearwater
Michael Matechak – Chief Growth Officer at ODRG, LLC
Stephen Reid – Director of Enterprise Sales at KTL Solutions
Level: Intermediate
NASBA (Field of Study): Specialized Knowledge
Prerequisites and preparation needed: 1 year of operations experience. No prior preparation required.
Reviewer: Wade Tetsuka, CPA
CPE Credits: 1.0
Cost: Free
Delivery: Live and Group Internet-Based

2:50 PM – 3:30 PM: Closing Remarks and Presenter Panel Discussion with Audience Q and A

3:45 PM – 5:45 PM: Happy Hour & Appetizers
Location: Salt Restaurant & Speak-easy Bar
1201 Wilson Blvd (Across from the Microsoft Building)
Continue the conversation with peers and speakers over happy hour and appetizers.
Hosted by: U.S. Transactions Corp. and Bridgepointe Technologies, Inc.

To RSVP to this event click HERE

Neurodiverse-Strong Leaders: Empowering Great Minds in Leaders, Volunteers, and Staff
2025-11-20 11:00 - 12:00 | zoom.us/j/95334629270
Course Description:
Neurodiverse leaders bring unique strengths and perspectives to the CEO role, driving innovation, adaptability, and empathy within organizations. Explore how association professionals can excel as neurodiverse executives while fostering an inclusive environment for neurodiverse staff and volunteer leaders. Gain practical strategies to leverage cognitive differences as strengths, improve communication, and create support systems that enhance collaboration and well-being. Through real-world examples and actionable takeaways, learn to navigate challenges, cultivate psychological safety, and promote a culture of belonging. CEOs and association leaders will leave empowered to recognize and celebrate neurodiversity as vital to organizational success. Join us for an insightful, forward-thinking discussion that redefines leadership excellence in a neurodiverse world.

Learning Objectives:
How to leverage neurodiverse traits to excel as a CEO and lead with authenticity and impact.
Strategies to support neurodiverse staff and volunteer leaders for an inclusive, high-performing organization.
Techniques to foster communication, psychological safety, and collaboration across neurodiverse teams.

To Watch this Webinar on the Media Library CLICK HERE!

Marketing on a Shoestring: Smart Planning for Small Teams
2025-11-20 13:00 - 14:00 | zoom.us/j/94165573491
Course Description:
The end of the year is the perfect time to take stock and set your sights on 2026. But when you work in membership marketing, planning ahead isn’t just about filling the calendar with more campaigns. It’s about finding smarter ways to grow, connect, and engage.
Unlike traditional marketing, which is all about quick sales and one-off transactions, membership marketing takes a totally different approach. It’s about building meaningful relationships, fostering a sense of community, and driving sustained engagement over the long haul. And let’s be honest, it’s no walk in the park!
In this session, we’ll look at how association marketers can stop running on the hamster wheel of “more, more, more” and instead focus on smart strategies that grow membership.
We’ll explore how to better understand your members, nurture them with relevant messages, and create campaigns that attract new members while keeping current ones engaged. Instead of stretching your team thin, you’ll learn how to work smarter by truly understanding your audiences, strengthening current membership communities, optimizing every touchpoint, and building sustainable pathways for growth. Designed for small teams with big ambitions, this session will show you how smarter planning, sharper storytelling, and constant optimization can turn everyday marketing into measurable membership growth.

Learning Objectives:
Design marketing campaigns that grow your membership
Develop personalized, relevant campaigns to engage members more effectively
Optimize key channels and touchpoints to boost engagement
Apply practical strategies for smarter marketing with limited resources

To Watch this Webinar on the Media Library CLICK HERE!

From Batch-And-Blast to 1:1 Messaging: How AI Is Redefining Email Marketing
2025-11-25 11:00 - 12:00 | zoom.us/j/92817183139
Course Description:
Email marketing is evolving—and your strategy should too. In this webinar, we’ll show you how AI is reshaping the way marketers build, send, and optimize campaigns. No more generic blasts. You’ll learn how to deliver personalized, 1:1 messaging that drives higher opens, clicks, and conversions—without adding manual work.

Learning Objectives:
Analyze how batch-and-blast is hurting your engagement
Evaluate how AI-driven segmentation and personalization models can improve targeting, messaging, and performance outcomes
Apply AI tools and automation techniques to streamline email marketing workflows and optimize campaign execution.
Assess real-world case examples to identify actionable tactics for improving open rates, click-throughs, and conversions.

To Watch this Webinar on the Media Library CLICK HERE!

How to Use Physical Inventory Orders in Dynamics 365 Business Central
2025-12-01 13:00 - 14:00 | zoom.us/j/95048358772
Course Description:
Its’ Holiday Time and you know what that means, time to plan your Physical Inventory. Did you know you can take a physical inventory of your items by using physical inventory order and physical inventory recording documents. The Physical Inventory Order page is used to organize the complete inventory counting project, for example one per location. The Physical Inventory Recording page is used to communicate and capture the actual counting of items. You can create multiple recordings for one order, for example to distribute groups of items to different employees. Join the webinar to learn and be prepared for your Physical Inventory counting.

Learning Objectives:
Process a Cycle Count or Physical Inventory in Business Central
Set up Cycle Counting on the Item Card
Begin Planning your Annual Physical Inventory

To Watch this Webinar on the Media Library CLICK HERE!

Get Ready, Get Set, Go New Year!
2025-12-02 11:00 - 12:00 | zoom.us/j/96188903618
This event is eligible for CPE Credit only~

Course Description:
Ending the current year is a bit more involved than most months—especially from an accounting and financial operations perspective. We will discuss what to think about that is different between all the other months and the last month of the year. During the current year, you learned some new things, learned additional best practices and now is the time to prepare to put those processes in place for the new year. Once the year completes, what are the last items to send you forward into a brand new year on the best foot possible.

Learning Objectives:
Identify essential end-of-year tasks
Prepare the processes, documentation, and system updates needed to transition smoothly into a new fiscal year.
Implement a practical start-of-year plan to ensure financial operations begin accurately, efficiently, and in alignment with best practices.

To Watch this Webinar on the Media Library CLICK HERE!

Upsizing, Downsizing, and Rightsizing: Lease Considerations in Times of Change
2025-12-02 13:00 - 14:00 | zoom.us/j/94997543346
Course Description:
Key business shifts—such as return-to-office mandates, work-from-home policies, talent acquisition, workforce reduction, business expansion, and funding cuts—can influence your organization’s lease requirements. In this session, we will discuss the accounting implications of a changing footprint, including the evaluation of lease modifications under ASC 842, Leases, and other essential considerations when downsizing or upsizing your leased space.

Learning Objectives:
Understand the general guidance regarding lease modifications, including when to account for a lease modification as a separate contract and when to remeasure a lease liability.
Identify accounting considerations when downsizing, including:
(a) Lease termination or reduction in leased space,
(b) Abandonment of leased space,
(c) Impact of becoming a sublessor,
(d) Recognizing right-of-use asset impairment, and
(e) Treatment of related leasehold improvements.
Identify accounting considerations when upsizing, including:
(a) Determining the commencement date or effective date,
(b) Treatment of incentives,
(c) Impact of becoming a sublessee, and
(d) Treatment of related leasehold improvements.

To Watch this Webinar on the Media Library CLICK HERE!

Integrating Financial Health Assessments into Your Organization’s Planning Process
2025-12-03 13:00 - 14:00 | zoom.us/j/92744218130
Course Description
The markers for tracking and assessing a nonprofit organization’s financial health are not a mystery. The key elements of financial health (operating reserves, funding, and operational expenses) are generally easy to identify and understand. The biggest challenge is making the commitment to periodically pause and assess which direction the key markers of financial health are trending (up or down). We will discuss how adopting a commitment to pause and make an honest assessment of your organization’s every changing financial picture is an essential best practice. We will also discuss why operating reserves need to be treated as a key strategic financial health priority. Organizations that have accumulated significant operating reserves are in a more sustainable position than organizations that do not have adequate operating reserves. Thus, operating reserves are an important indicator of longevity and financial health.

Learning Objectives

Explain the key elements of financial health and how they respond to changing conditions and unexpected disruptions.
Design and implement procedures to perform a periodic financial health assessment within their organization.
Analyze the role of operating reserves in organizational sustainability and use them as a strategic indicator of financial health.
Apply a financial health assessment template, adapting it to evolving organizational needs and strategic priorities.

To Watch this Webinar on the Media Library CLICK HERE!

Responsible AI: From Guidelines to Policies
2025-12-04 11:00 - 12:00 | zoom.us/j/99343237382
Course Description:
AI can boost productivity, automate tasks, make judgments, and develop strategies. As a result, the pressure on finance teams—and the organizations they serve—to embrace it is growing stronger every day. This session presents best practices and lessons learned for using AI responsibly. We will review the core concepts of AI—’machine learning,’ ‘reasoning models,’ and ‘AI agents’—and then focus on data privacy, ethics, and the development of guidelines and policies to govern the use of these technologies within an organization.

Learning Objectives:
Explain core AI concepts, including machine learning, reasoning models, and AI agents, and their relevance to financial and organizational workflows.
Evaluate ethical and privacy considerations when implementing AI tools in finance and membership operations.
Develop practical AI governance frameworks and policies that align with organizational values and compliance requirements.

To Watch this Webinar on the Media Library CLICK HERE!

Giving Voice: Understanding and Reporting Lobbying, Advocacy, and Political Activities
2025-12-04 13:00 - 14:00 | zoom.us/j/96136339580
Course Description:
We help you navigate the complex tax and compliance rules for tax-exempt organizations engaging with the political process. This course helps differentiate between lobbying, advocacy, and political activities, and details the reporting requirements and tax consequences of each. We outline specific rules for 501(c)(3) organizations, including the no-substantial-part test and the 501(h) election, as well as the rules for 501(c)(4), (5), and (6) organizations regarding non-deductible member dues and the proxy tax. Finally, the course offers practical best practices and strategies for carefully tracking and reporting all political and lobbying expenditures.

Learning Objectives:
Differentiate between political, lobbying, and advocacy activities.
Explain the tax reporting requirements and implications of engaging in political activities for various 501(c) entities.
Compare and contrast lobbying rules and limitations for 501(c)(3) organizations with those for 501(c)(4), (5), and (6) organizations.
Apply best practices and strategies to accurately track, document, and report lobbying and political expenditures in compliance with IRS regulations.

To Watch this Webinar on the Media Library CLICK HERE!

Better Mouse, Better Mousetrap: Making the Shift to Phishing-Resistant MFA
2025-12-09 11:00 - 12:00 | zoom.us/j/99035822753
Course Description:
Traditional multi-factor authentication (MFA) methods, like number matching and push verification, are increasingly vulnerable to sophisticated phishing attacks that can intercept and reuse not only credentials, but MFA tokens as well. This webinar, led by DelCor Technology Solutions security experts Andrew Leggett, Director of Cybersecurity, and Chris Ecker, CTO, will explore why standard MFA is no longer enough and how organizations can protect their assets with phishing-resistant MFA solutions. Attendees will learn about cryptographic authentication methods, such as Passkeys and Windows Hello for Business, that bind credentials to both the device and the user, making stolen credentials useless to attackers. The session will feature a live demo, giving participants a firsthand look at how phishing attacks are perpetrated and how phishing-resistant MFA works to thwart these attempts and create a seamless and secure login experience for staff.

Learning Objectives:
Explain the vulnerabilities of traditional MFA and how phishing attacks exploit these methods.
Describe the principles of phishing-resistant MFA, including cryptographic authentication and device binding.
Evaluate organizational solutions, such as Passkeys and Windows Hello for Business, to determine the most appropriate security approach.
Develop a practical implementation plan for phishing-resistant MFA to strengthen organizational security and enhance user experience.

To Watch this Webinar on the Media Library CLICK HERE!

The Audience Advantage: How Well-Crafted Personas Power Smarter Web Strategies
2025-12-09 13:00 - 14:00 | zoom.us/j/97086666583
Course Description:
Great web strategy starts with empathy. This session demonstrates how to craft research-informed personas that bridge what your users need with what your organization provides—then use them to shape your site’s information architecture, content, calls to action, and measurement.
We’ll share a practical, lightweight framework, sample questions you can use tomorrow, and real examples that turn “user-centered” from a motto into measurable results. People visit your site to solve their problems. Personas help you meet them there and guide them forward.

Learning Objectives:
Define the essential components of an effective persona and explain how personas align user needs with organizational goals.
Translate persona insights into concrete decisions for navigation, messaging, and calls to action that improve engagement.
Apply a repeatable, question-driven method to create or refine at least one persona for their organization.

To Watch this Webinar on the Media Library CLICK HERE!

AI Tools You Can Use - Get Started Today
2025-12-10 13:00 - 14:00 | zoom.us/j/95018454373
Course Description:
Artificial intelligence continues to evolve at lightning speed; for leaders, staying ahead of the curve isn’t optional anymore. In this fast-paced and practical session, Erica Salm Rench will break down the latest AI developments, highlight must-know tools shaping productivity and marketing, and explore how organizations can use these innovations to create real impact in 2025.
Whether you’re just starting to experiment with AI or already integrating it into your workflows, this session will cut through the noise and show you what matters most and how to leverage it effectively. Expect live demos, real-world examples, and actionable ideas you can apply right away to save time, enhance creativity, and strengthen your organization’s strategy.

Learning Objectives:
Identify key AI trends and recent tool launches that will influence communication, content, and marketing strategies in 2025.
Evaluate emerging AI tools across writing, design, analytics, and automation
Integrate AI tools into daily workflows to improve efficiency and member or customer engagement without losing the human touch.
Analyze trends to anticipate where AI is heading next and how to future-proof your team’s skills and systems in an era of accelerating change.

To Watch this Webinar on the Media Library CLICK HERE!

Once Upon an Association: Telling Your Compelling Story
2025-12-11 11:00 - 12:00 | zoom.us/j/96419644544
Course Description:
Once upon a time there was an association that no one knew about. Sound familiar? Join Sheri Singer, president, Singer Communications, and an award-winning communications pro, as she talks about telling your organization’s story to raise the visibility of your industry, association, leaders, and members.
Participants will learn how to focus their storytelling on their organization’s mission, create a dynamic narrative around why their organization exists, pinpoint how their industry contributes to society, know how to use a variety of storytelling resources, and leverage volunteers to help tell their story. Attendees will walk away with a plethora of tips to help them tell their story in a compelling way that resonates with their industry. Great way to lean into 2026!

Learning Objectives:
Tie storytelling to the organization’s mission
Create a narrative around why their association exists & how it contributes to society
Learn how to use a wide array of storytelling resources
Leverage volunteers to help tell their story

To Watch this Webinar on the Media Library CLICK HERE!

What Members Really Want: Insights for 2026 and Beyond
2025-12-11 13:00 - 14:00 | zoom.us/j/91991818472
Course Description:
Turn member insights into data-backed strategy. This webinar will share brand-new findings from the Association Member Experience Report, which surveyed hundreds of association members across industries to learn what matters to them. You’ll learn what benefits members value most, how they want to connect and learn, what makes them feel seen and supported, and how they perceive their association’s value and use of AI.
We’ll explore what today’s members expect from their association experience—and what strategies can help organizations communicate their value proposition, attract new members, and deliver more personalized, engaging, and lasting value.

Learning Objectives:
Analyze new data on member preferences for 2026 to determine which benefits, channels, and engagement opportunities most influence satisfaction and retention.
Evaluate how personalization and feedback mechanisms can strengthen member relationships through data-driven and automated strategies.
Formulate adaptive approaches to address emerging member priorities—such as AI integration, DEI, and career development—within your association’s engagement strategy.

To Watch this Webinar on the Media Library CLICK HERE!

Association Ethics 101
2026-01-06 11:00 - 12:00 | zoom.us/j/91434617088
Course Description:
Association Ethics 101
Ethics is critical in a world with distrust and conflict. Adhering to an ethical code or a code of conduct can enhance trust in an association. This session will cover the basics of what association professionals should know about ethics. The ASAE Code of Conduct involves 7 different principles and their application to association professionals, consultants, and industry partners. In this session, we will discuss the difference between ethical, legal, and moral issues and their impact on decision-making. We will review three ethical challenges that association professionals may deal with in their regular work. Finally, we will explore at least 3 different strategies for managing ethical issues. This will include reviewing ASAE resources as well as an ABCD model for dealing with ethical issues.

Learning Objectives:
Recognize the difference between ethical, legal, and moral issues
Examine 3 ethical challenges for association professionals
Identify and apply at least 3 strategies for managing ethical issues in associations

To Watch this Webinar on the Media Library CLICK HERE!

30 AI Tools in 60 Minutes
2026-01-06 13:00 - 14:00 | zoom.us/j/94855046226
Course Description:
In this fast-paced and highly practical session, we’ll explore how marketers can leverage the newest generation of AI tools to work smarter, faster, and more creatively. From large language models to video, image, and audio generators, you’ll get a guided tour through 30 of today’s most powerful platforms shaping the marketing landscape. We’ll demonstrate how AI is automating everything from content creation to analytics, and share strategies for integrating these tools into your daily workflow. Whether you’re just starting to experiment or looking to scale your AI stack, this session will leave you inspired (and equipped) to take immediate action.

Learning Objectives:
Understand today’s AI marketing landscape: Gain a snapshot of where generative AI tools stand now and which platforms are leading innovation across major content types.
Discover high-impact tools: Walk away with a curated list of 30 proven AI tools that can immediately enhance creativity, productivity, and campaign performance.
Learn to integrate automation: Understand how AI can optimize ad targeting, analytics, and customer engagement through automated workflows.
Prepare for what’s next: Leave with insights on how generative AI and continuous optimization will redefine marketing strategy in the year ahead.

To Watch this Webinar on the Media Library CLICK HERE!

Conquer the Close: Tactics to Overcome the Word ‘No’
2026-01-07 11:00 - 12:00 | zoom.us/j/98620263881
Course Description:
In today’s competitive environment, hearing “no” is inevitable — but how you respond defines your success. In Conquer the Close: Tactics to Overcome the Word “No,” Justin Goldstein, CAE, shares a proven, relationship-driven approach to turning rejection into opportunity. This session breaks down the psychology behind objections, reveals how to reframe resistance into trust, and teaches actionable strategies to move prospects from hesitation.

Learning Objectives:
Leverage Storytelling and Empathy to Close Confidently: Use authentic connection and narrative framing to overcome objections without pressure or pushiness.
Reframe “No” as the Beginning, Not the End: Learn how top performers transform rejection into the first step toward trust, understanding, and long-term partnership.
Turn hesitation into trust, objections into opportunities, and prospects into partners.

To Watch this Webinar on the Media Library CLICK HERE!
