What’s New in BC 2025 Wave 2
2025-11-18 11:00 - 12:00 (America/New_York) | 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!

Using the Built-in CRM Functionality in Business Central
2026-01-07 13:00 - 14:00 | zoom.us/j/95906420944
This event is eligible for CPE Credit only~

Course Description:
Many companies implement Business Central without knowing there is CRM functionality within the product. This session will provide a brief overview of the setups and then dive into the functionality. Interactions allow you to track all correspondence with your prospects, customers, and vendors. Segments allow you to pinpoint your contacts for additional communications. Opportunities allow you to build your pipeline, provide guidelines for managing the pipeline and view the progress of the opportunities in the pipeline. We will also discuss and demonstrate how this functionality is not just for the sales staff. Are you utilizing all this? Join this session to see how you can take advantage of the functionality you already own.

Learning Objectives:
Identify the core CRM features built into Business Central, including Opportunity Management, Interactions, Segments, and Campaigns.
Demonstrate how to use Opportunity Management to track and evaluate pipeline progress for improved sales oversight.
Apply Interaction Tracking to document and retrieve communications across teams, enhancing organizational visibility and coordination.
Use Segments and Campaigns to target and execute communications and marketing efforts within Business Central.

To Watch this Webinar on the Media Library CLICK HERE!

Copilot vs. ChatGPT: The AI Rumble You Didn’t Know You Needed
2026-01-08 11:00 - 12:00 | zoom.us/j/99057006390
Course Description:
Step into the digital ring as we pit Microsoft Copilot against ChatGPT in the ultimate AI showdown. Who writes better emails? Who crushes code reviews? Who answers your questions without sending you down a rabbit hole of confusion?
In this fast-paced, hilarious and slightly competitive session, we’ll explore:
What makes Copilot and ChatGPT actually different
Where each tool shines and where they miss the mark
Real-world use cases that will change how you work
Live demos, laughs, and maybe even a few mic drops
Whether you’re in IT, marketing, operations, or just AI curious, you’ll walk away with practical tips for using both tools like a pro.
Let’s get ready to rumble.

Learning Objectives:
Differentiate between Microsoft Copilot and ChatGPT in terms of functionality, integration, and user experience.
Evaluate practical use cases to determine which AI tool best supports specific workflows in areas such as communication, analysis, and productivity.
Apply strategies and prompts to effectively leverage both Copilot and ChatGPT for improved efficiency and creativity in daily work.

To Watch this Webinar on the Media Library CLICK HERE!

Linking the Chain: Production Subcontracting in the BC Supply Flow
2026-01-08 13:00 - 14:00 | zoom.us/j/94340197985
Course Description:
This session outlines the traditional and maybe some non traditional ways to execute a subcontracted process in production.
Subcontracting is a business practice in which a company hires another company or individual (the subcontractor) to perform a specific portion of work that is part of production.
It’s a common approach in manufacturing where specialized expertise, capacity, or cost efficiency is needed.

Learning Objectives:
Configure work center subcontracting setups within Microsoft Dynamics 365 Business Central.
Differentiate between various item setup options and their implications in subcontracting workflows.
Evaluate multiple subcontracting use cases to determine the most efficient approach for specific production needs.

To Watch this Webinar on the Media Library CLICK HERE!

Leadership Continuity in Associations: Preparing for the Next Generation of Leaders
2026-01-13 11:00 - 12:00 | zoom.us/j/94871471266
Course Description:
Leadership transitions are inevitable — yet too often, associations are caught off guard when executives, board members, or key staff step down. Without a plan, transitions can disrupt momentum, strain staff, and erode member trust. This session explores practical strategies for leadership continuity that go beyond naming a successor. Participants will learn how to map vulnerabilities, transfer institutional knowledge, and develop team-based approaches that sustain long-term success. Drawing on best practices in governance and succession planning, this webinar equips association leaders with the tools to ensure continuity, stability, and resilience through leadership change.

Learning Objectives:
Identify risks and vulnerabilities in leadership continuity.
Differentiate between succession planning and leadership continuity.
Explore strategies to transfer institutional knowledge effectively.
Develop practical approaches for building next-generation leadership capacity.

To Watch this Webinar on the Media Library CLICK HERE!

How Much Should Nonprofits Hold In Reserve?
2026-01-14 11:00 - 12:00 | https://usteducation.org/event/how-much-should-nonprofits-hold-in-reserve-free-cpe-credit-free-cae-credit/
Course Description:
Keeping reserves for a “rainy day” is a good practice for all associations, but how much should your organization set aside? A percentage of annual budget? Three-to-six months? The answer is: it depends. Every association is unique and can experience distinct unexpected circumstances that may affect its long-term financial health.
This engaging session focuses on how to conduct a risk assessment that will assist your association in quantifying financial risks and opportunities. Once completed, this risk assessment aims to assist in finding the appropriate reserve level for your organization.
Whether you are in the initial phases of creating your nest egg or re-evaluating longstanding reserve levels, this session is for you.

Learning Objectives:
Understand how much the “typical” nonprofit and association holds in reserve through Raffa’s Study on Nonprofit Investing (SONI)
Assess risks and opportunities for your organization to find the appropriate level of reserve.
Develop a reserve policy that documents your review and serves as valuable context for future stakeholders.

To Watch this Webinar on the Media Library CLICK HERE!

AMS Selection in 2026: What’s Changed, What Still Matters, and What to Do Now
2026-01-15 11:00 - 12:00 | zoom.us/j/91874734817
Course Description:
If you’re looking at an AMS search in 2026, you may already feel the familiar weight of remembering how difficult the last one was for you.
The long requirements spreadsheets.
The demo overload.
Too many vendors.
Tons of jargon.
Customizations that seemed reasonable at the time, but quietly created years of friction.
That experience still matters. But you’ll be happy to know things have changed for the better.
This webinar will show you what has positively shifted in AMS selection (and what hasn’t) so you can approach your next decision with clarity instead of dread.
Yes, choosing an AMS is still a serious, high-stakes decision, but the process around it has evolved in meaningful ways.
Market dynamics have shifted.
Platforms have matured.
Peer transparency is higher.
Modern evaluation tools now make it possible to reduce risk, compress timelines, and avoid many of the traps associations used to fall into.
Most importantly, we’ll focus on what to do now. How to start preparing for a 2026 AMS search in a way that’s grounded, practical, and far less overwhelming than it used to be.
Looking forward to seeing you there.

Learning Objectives:
Understand what has genuinely changed in the AMS landscape and why it matters for 2026.
Recognize which hard-earned lessons from past AMS searches still apply.
Evaluate how modern tools and increased peer transparency can reduce risk and shorten the process.
Apply a clear, practical approach to start preparing now and without the overwhelm.

To Watch this Webinar on the Media Library CLICK HERE!

Don’t Let Your Fly-in Fly Away: Capturing the Power of Member Advocacy on Video
2026-01-15 13:00 - 14:00 | zoom.us/j/97873872653
Course Description:
Every year, associations invest enormous time and energy into Fly-Ins and Lobby Days—bringing members to Washington, DC, for two days of advocacy and training. Yet once the meetings end, the passion, stories, and authentic voices that make these events powerful often vanish. This session will show how to transform that fleeting energy into an ongoing campaign that amplifies your message all year long. Using real-world examples from the National Alliance for Care at Home, Start Early, and the Alzheimer’s Association, we’ll demonstrate how short, authentic videos captured during Fly-Ins can humanize complex policy issues, energize members, and strengthen relationships with lawmakers.

Learning Objectives:
Identify key moments before, during, and after a Fly-In where video capture can enhance advocacy outcomes.
Build a year-round video ambassador program by engaging members during Fly-Ins and inviting them to create videos throughout the year.
Repurpose Fly-In videos across multiple channels—from Hill follow-ups to year-round advocacy and membership campaigns.

To Watch this Webinar on the Media Library CLICK HERE!

Association / Nonprofit Briefing on AI, Finance and Technology Q1-2026
2026-01-20 08:30 - 17:00
Jan 20, 2026, 8:30 AM – 5:00 PM (EST)
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 (CAE and CPE) professional education for Association and Nonprofit industry professionals. It features five thought leadership sessions, all focused on the most critical topics for you as an industry professional. With the in-person and hybrid format, participants can drop in to attend at any time, and from anywhere.
Location: Microsoft Building, 1300 Wilson Blvd., Arlington, VA 22209 (24-hour Advance RSVP Required – No cost)
Virtual: Video Conferencing Link provided 48 hours before the event via email (RSVP Required – No cost)
FREE CPE/CAE Credit: Each session qualifies for 1 CPE/CAE Credit

Event Agenda
8:30 AM – 9:00 AM: Registration & Welcome
Enjoy coffee and network with fellow attendees before the sessions begin.

9:00 AM – 10:00 AM: The Strategic Two-Step: Leveraging Outsourcing and Your Technology Stack to Maximize Mission Success and AI Strategies
Course Description
This two-part presentation examines how nonprofits and associations can achieve greater operational efficiency and mission success. Part one explores the strategic value of outsourcing essential back-office services to free up internal resources for mission-critical activities. Part two dives into maximizing your current technology stack to drive automation, gain deeper financial and operational insights, and ensure your technology directly supports your strategic goals and financial sustainability.
Learning Objectives

Evaluate how outsourcing back-office functions can improve operational efficiency and refocus internal resources on mission-critical activities.

Analyze how an organization’s existing technology stack can be leveraged to automate processes and improve financial and operational insight.

Align outsourcing and technology decisions with strategic goals to support mission success and long-term financial sustainability.

Presented by: Andrew Potasek, Partner, Wipfli Advisory LLC & Michelle Wroblewski, Director Association Growth and Strategy, Wipfli Advisory LLC
NASBA Field of Study: Information Technology
CAE Domain: Operations

10:00 AM – 10:10 AM: Morning Break

10:10 AM – 11:10 AM: AI Readiness: De-Risking Technology Migration as the Foundation for Effective AI Use
Course Description

Ready for AI—but stuck on legacy systems, processes, and/or configurations? This session turns “AI readiness” into an actionable plan. Learn how to de‑risk your modern Digital Workplace with a focus on email, files, and identity by standardizing data, improving access, and enhancing the staff user experience. Walk away with the knowledge necessary to align your organization’s AI readiness by understanding the governance, adoption practices, and technical configurations required. If you want secure innovation—not surprises—start here.

Learning Objectives

Evaluate organizational readiness factors required for a successful migration to a modern cloud-based digital workplace.

Analyze cloud architecture and data governance practices that reduce risk, cost, and staff disruption during technology migration.

Apply pre-migration planning strategies to establish a standardized, secure data foundation that enables future agentic AI adoption and governance.

Presented by: Tobin Conley, CAE, CIP, Director of Research & Learning, DelCor Technology Solutions, Chris Ecker, CTO, DelCor Technology Solutions, and Jennifer Brearey, Chief Financial and Operating Officer, Advamed – Advanced Medical Technology Association
NASBA Field of Study: Information Technology
CAE Domain: Operations

11:10 AM – 11:20 AM: Vendor Spotlight: Association and Nonprofit leaders — FAR Roundtable & USTEducation.org are Your Leading Source for AI, Finance and Technology content in 2026
Presented by: FAR Roundtable and USTEducation.org
Description: FAR Roundtable and USTEducation.org bring association and non profit executives rich education content throughout the year on topics around AI, finance and technology presented by subject matter experts from both the Association leadership side as well as service-technology organizations. As always, content will be CPE and CAE credit eligible for all attendees. FAR Roundtable is the area’s only association dedicated exclusively to nonprofit business leaders for the past 40+ years. USTEducation.org, a conference every week for association and non profit executives and staff providing live-virtual professional education with CPE and CAE credit at no cost.

11:20 AM – 11:30 AM: Morning Break

11:30 AM – 12:30 PM: Panel: The Relevance Engine: How Associations are Using AI platforms and AI Agents to Modernize — Perspectives from Association Executives in the Trenches
Course Description

This executive panel explores the strategic shift toward Agentic AI—where software performs complex, multi-step tasks to drive member value and operational efficiency. Learn how leading associations are integrating AI platforms and custom AI Agents into their technology stack and other software platforms to deliver hyper-personalized member experiences, streamline complex industry processes, and ultimately increase the relevance and impact of the association in the market it serves.

Learning Objectives

Analyze how associations are AI Agents to modernize operations and increase organizational relevance.

Evaluate strategic use cases for Agentic AI that drive member value, personalization, and operational efficiency.

Assess how integrating AI tools into existing technology stacks supports long-term impact and mission alignment.

Moderated by: Wade Tetsuka, President, U.S. Transactions Corp
Panelist: Karim Guirguis, COO, American Bankruptcy Institute and TBA and Katherine Bayless CAE, Senior Director, Data & Analytics, Consumer Technology Assoc
NASBA Field of Study: Information Technology
CAE Domain: Organizational Strategy

12:30 PM – 12:40 PM: USTPay Vendor Spotlight
Description: USTPay is our merchant services division which is an embedded payment processing solution in Dynamics 365 and other AMS platforms designed to significantly drive down the cost of Visa/MasterCard fees, improve fraud control, reduce manual tasks such as reconciliation, and end your customer service frustrations.
Presented by: U.S. Transactions Corp.

12:40 PM – 1:45 PM: Networking Lunch

1:45 PM – 2:45 PM: Hyper-Automation for Mission: Low-Code Portals and AI for Program & Member Workflows
Course Description
This practical session focuses on leveraging Low-Code/No-Code platforms to build bespoke solutions for Nonprofits and Associations. Learn to use AI and AI Agents to automate complex programmatic workflows, including the creation of secure portals for Member, Volunteer, and Grant Management. We will demonstrate how to streamline approvals, coordinate resources intelligently, and ensure your low-code solutions adapt perfectly to your mission’s unique needs.
Learning Objectives

Design low-code solutions to automate programmatic workflows for members, volunteers, and grants.

Apply AI tools to streamline approvals, coordinate resources, and enhance operational efficiency.

Evaluate low-code portals to ensure they align with mission objectives and adapt to organizational needs.

Presented by: Dustin Sitton, Principal, Incite Automation
NASBA Field of Study: Information Technology
CAE Domain: Operations

2:45 PM – 3:00 PM: Afternoon Break

3:00 PM – 4:00 PM: No-Code AI Agents: Easily Connecting Automation to Your Business Applications
Course Description
This session tackles the complexity of AI deployment by introducing the concept of an AI orchestration platform. John Buccola will demonstrate how this platform simplifies the creation of sophisticated AI Agents (not just chatbots) that automate multi-step processes. The focus will be on the ease of connecting the AI orchestration layer with your existing financial (ERP), membership (AMS), and engagement (CRM) systems, or other commonly used business application software—allowing non-technical leaders to deploy custom AI solutions rapidly, securely, and at scale to drive operational growth.
Learning Objectives

Explain how AI orchestration platforms can automate multi-step business processes across ERP, AMS, and CRM systems.

Apply low-code/no-code AI Agents to streamline operations and drive organizational efficiency.

Evaluate the integration of AI solutions with existing business applications to ensure secure, scalable deployment aligned with strategic goals.

Presented by: John Buccola, CTO and Chief Growth Officer, TMC – The AI First Microsoft Partner
NASBA Field of Study: Information Technology
CAE Domain: Operations

4:00 PM – 4:30 PM: Closing Remarks
A final Q&A panel with speakers and a closing announcement from DCI.

4:30 PM – 6:30 PM: Happy Hour & Appetizers

Hosted by: U.S. Transactions Corp., Wipfli Advisory LLC, DelCor Technology Solutions, Incite Automation, and TMC
Location: Hyatt Hotel, Awbrey & Sons Lounge, 1325 Wilson Blvd., Arlington, VA (across from Microsoft Building)

An opportunity for continued networking and conversation in a relaxed setting.

To RSVP to this event click HERE

Creating a Coaching Culture: The Strategic Advantage for Association Growth
2026-01-21 11:00 - 12:00 | zoom.us/j/94928532398
Course Description:

This session explores the transformative power of personal coaching for association leaders and members. Gain a clear understanding of coaching, as defined by the International Coaching Federation, and its goal-oriented, client-centered approach to development. Learn how coaching enhances key organizational outcomes, including improved performance, higher retention rates, increased productivity, and better communication. Discover how personalized coaching unlocks individual potential, strengthens employee engagement, and fosters a more collaborative work environment. By the end of the session, you will understand how integrating coaching can drive lasting improvements in both individual and organizational success.

Learning Objectives
Apply coaching strategies within teams to unlock individual potential, enhance performance, and support professional growth through goal setting, feedback, and personalized development plans.
Implement coaching techniques to cultivate a supportive and engaging workplace culture that improves employee satisfaction, motivation, and retention.
Demonstrate effective communication and conflict resolution using coaching principles such as active listening, powerful questioning, and constructive feedback to strengthen collaboration and team productivity.

To Watch this Webinar on the Media Library CLICK HERE!

Mastering the Medallion: Architecting Data Excellence in Microsoft Fabric
2026-01-21 13:00 - 14:00 | zoom.us/j/96156939524
Course Description:
Focusing on best practices, this presentation dives deep into the strategic use of the Medallion Architecture within Microsoft Fabric. We will live-build the necessary environment, clearly defining the Bronze, Silver, and Gold layers to ensure data is clean, consistent, and consumable. The session culminates in the creation of a governed Semantic Layer and a dynamic Power BI report, demonstrating how to transition from raw files to trusted business intelligence at scale.

Learning Objectives:
Architect the Medallion: Understand and implement the Bronze, Silver, and Gold layers for data governance within a Fabric Lakehouse.
Set Up the Fabric Environment: Learn the essential steps for creating and configuring the complete Microsoft Fabric workspace and Lakehouse from scratch.
Build the Semantic Layer: Design and prepare the curated Gold-layer data into a high-performance, business-ready Semantic Layer.
Report with Trust: Connect Power BI to the governed Semantic Layer to generate and publish trusted, high-value business reports.

To Watch this Webinar on the Media Library CLICK HERE!

Changing Perceptions About Audit Committees – How to Better Position to be Value-Added
2026-01-27 11:00 - 12:00 | zoom.us/j/99939759888
Course Description:
Most nonprofit audit committees center their attention on the back end of the annual financial statement audit process when they receive draft auditor reports. While this is an important function, audit committees can be more impactful if they shift more of their focus to the front-end of the annual audit process and expand their internal control and business practices oversight roles.
In this presentation we will start with a discussion of the core purpose, structure, and operating cycle for an audit committee. We will then pivot to an exploration of what has shaped general perceptions related to audit committees and the underlying causes leading to wide-ranging misconceptions related to audit committees. We will finish with actions and tactics to make audit committees more value-added by expanding their scope of duties and filling additional fiduciary roles.

Learning Objectives:
Learn about the core purpose, structure, and operating cycle for nonprofit organization audit committees.
Explore and discuss key factors leading to misconceptions related to audit committees and how to change peoples’ perceptions related to audit committees.
Discover how to make audit committees more value-added through actions and tactics to expand their scope of duties and filling additional fiduciary roles.
Learn about auditor continuance protocols and how to use audit planning calendars.

To Watch this Webinar on the Media Library CLICK HERE!
