N112: Best Budgeting Practices – Beginning to End

Group Internet-Based

This course will review the best practices for establishing corporate wide budgets, forecasting, controlling and monitoring budgets. We will also review budgeting products with a…

How to Use Data to Find a New Revenue Opportunity

Group Internet-Based

LEARNING OBJECTIVES Understand the top 5 areas to analyze right now to find new revenue opportunities. We will show you how to understand your sales…

The New Netforum Cloud: Key Features of The Platform

Group Internet-Based

The New NetForum Cloud and Microsoft Azure Microsoft Azure has become  the “enterprise cloud” used by 95% of the Fortune 500 because it offers sophisticated…

W208: Secrets of Successful Awards Programs

Group Internet-Based

There are two kinds of awards programs out there: successful ones and … not so successful ones. Some programs seem to have found the secret…

Unrelated Business Income Tax Guidelines for Nonprofits

Group Internet-Based

COVID19 presents significant challenges for executives leading non-profit organizations. One of the greatest of these is the magnitude of the overall financial impact. As membership…

W213: Are You Truly Agile? Exploring Agile Values and Principles

Group Internet-Based

INSTRUCTOR: Richard Cheng, VP of Training, Chief Product Owner, NextUp Solutions || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

Adventure Leadership: A Unique Approach to Leadership

Group Internet-Based

Instructor: Antarctic Mike (Mike Pierce), Author, Keynote Speaker || 1.5 CAE/CPE Credits || CAE Subject domain: Executive Leadership || NASBA Category: Business Management and Organization || COST: $--

How to Drive Performance Growth in Your Organization

Group Internet-Based

INSTRUCTOR: Don Schmincke, Author and Speaker, Saga Leadership || CREDITS: CPE 1.5 hours (NASBA Category: Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Executive Leadership) || COST: $--

How to Retain Employees During the Great Resignation: 7 Key Tips

Group Internet-Based

INSTRUCTOR: Lori Zoss Kraska, MBA, CFRE, Founder and Chief Principal, Growth Owl, LLC || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Strategic Management & Administration) || COST: $---

Future Digital Marketing Trends | Top Marketing Tactics to Implement

Group Internet-Based

INSTRUCTORS: Alfred McKelvy, Sr. Director, Strategic Partnerships at Multiview; Michael Candela, EVP, Strategic Partnerships at Multiview || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Domain: Marketing & Communications) || COST: $---

W218: 15 Ways to Take Your Newsletter to the Next Level

Group Internet-Based

INSTRUCTOR: Erica Salm Rench, Director of Client and Market Success, rasa.io || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

Cyber Insurance Market: Issues and Insurance Implications

Group Internet-Based

INSTRUCTOR: James Marquis, Chief Innovation Officer, 501Works (Moderator); Derek S. Symer,
Partner, AHT Insurance; Dave Fitzsimmons, Sr. Vice President of Finance and Administration, National Association of Chain Drug Stores; Rich Gatz, Claims Counsel, Coalition, Inc. || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Best Budgeting System to Implement for Your Organization

Group Internet-Based

INSTRUCTOR: A. Michael Gellman, CPA, CGMA, Co-Founder at Sustainability Education 4 Nonprofits; Paul Preziotti, Partner, Johnson Lambert LLP || CREDITS: CPE 1.5 hours (NASBA Category: Finance Technical) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

Year-end Close Checklist: Closing Out Your Fiscal Year Effectively

Group Internet-Based

INSTRUCTORS: Gerardo Martinez, Accounting Consultant, The McKelvey Group, Inc.; Traci Vagnucci, Controller, The McKelvey Group || CREDITS: CPE 1.5 hours (NASBA Category: Finance - Technical) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $--

How to Write an RFP for Merchant Services | Key Considerations

Group Internet-Based

INSTRUCTORS: Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, President, UST, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Implementing ASC 842 Lease Accounting for Your Business

Group Internet-Based

INSTRUCTOR: Mark Robins, CPA, Partner, Aronson LLC || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $--

E-commerce Revenue Models | 6 Common Mistakes

Group Internet-Based

INSTRUCTOR: Andy Ballard, Director of Sales, GOPD; and Donna Snyder, President & Co-Owner, GOPD LLC || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Strategic Management & Administration) || COST: $---

Best Corporate Budgeting Practices | Key Components

Group Internet-Based

INSTRUCTORS: Mike Canniff, CEO, PyanGo || CREDITS: CPE 1.5 hours (NASBA Category: Finance - Technical) || CREDITS: CAE 1.5 hours (Field of Study: Strategic Management) || COST: $---

Employee Wellness Challenges: Improving Motivation & Retention

Group Internet-Based

INSTRUCTOR: Bruce Lee, Event Speaker, Coach, Author || CREDITS: CPE 1.5 hours (NASBA Category: Personnel / Human Resources) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

W225: Making the Case for Data Hygiene

Group Internet-Based

INSTRUCTORS: Brittany Carter, President, Association Trends; Lisa Staal, Product Manager, Data Services at Association TRENDS || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Hybrid Work Environment Best Practices: Mastering Hybrid Work

Group Internet-Based

INSTRUCTOR: Heinan Landa, Founder, Optimal Networks; and David Campbell, Chief Operating Officer, Optimal Networks || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $---

Financial Communications for Your Board | 5 Key Tactics

Group Internet-Based

INSTRUCTOR: A. Michael Gellman, CPA, CGMA, Co-Founder at Sustainability Education 4 Nonprofits; Paul Preziotti, Partner, Johnson Lambert LLP || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

W221: Engaging Your Members, and Future Members, Where They Are

Group Internet-Based

INSTRUCTORS: Alfred McKelvy, Sr. Director, Strategic Partnerships at Multiview || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Domain: Marketing & Communications) || COST: $---

W245: System Selection: Understand the Basics of APIs

Group Internet-Based

Instructors: Hans Stechl, Principal Architect, Founder, Meta-Dao; and Justin Burniske, Principal Consultant, Co-Owner, Meta-Dao || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $--

Proven Tactics to Boost Video Engagement | Top Tactics

Group Internet-Based

INSTRUCTORS: Michael Hoffman, CEO & Founder, Gather Voices || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

Important Things to Consider For a Salesforce Migration

Group Internet-Based

INSTRUCTORS: Jenifer Alonzo, Association Practice Lead, Fíonta; Arj Devadas, Director of Business Development, Associations, Fíonta || CREDITS: CPE 1.5 hours (NASBA Category: Information Technologies) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $--

PCI Compliance Best Practices

Group Internet-Based

INSTRUCTORS: David Schlum, Co-Founder and Software Architect at Added Innovation LLC; Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, CPA, President, UST || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

3 Areas to Focus on for an Optimized Post-Pandemic Workplace

Group Internet-Based

INSTRUCTORS: David DeCillis, CISSP, Senior Product Specialist, Network & Security; John Cooper, Senior Solution Specialist, UCaaS/CCaaS; Jim Begley, Director of Cloud Solutions; Steve Murphy, Vice President, ARG; Michael Shonholz, Chief Revenue Officer, ARG, Jeff Milford, Director, Unified Communications Solutions at ARG, Inc || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Domain: Administration) || COST: $---

How to Create a Strategic Growth Plan For Your Business

Group Internet-Based

INSTRUCTOR: David Braun, CEO and founder, Capstone Strategic || CREDITS: CPE 1 hour (NASBA Category: Business Management & Organization – Non-Technical) || CREDITS: CAE 1 hour (Subject Domain: Business Development) || COST: $---

Hybrid Work Environments Best Practices

Group Internet-Based

INSTRUCTORS: Adam Kuhn, Director of IT for FIA (Futures Industry Association); Ali Niroo, CNSG Founding Member, AppSmart; and Dave Hopper, Director of Sales Engineering, AppSmart || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $--

What’s the Importance of Hyper-personalization in Marketing

Group Internet-Based

INSTRUCTORS: Brianne Wheeler, Director of Marketing, PropFuel || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing & Communications) || COST: $---

AI Content Marketing: Benefits of AI Driven Content Management

Group Internet-Based

INSTRUCTORS: Adam Hostetter, CEO, FUSE Search ; Johnny Clayton, Chief Growth Officer, FUSE Search; and Frank Klassen, CEO, Brightfind || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

New Website Checklist: Key Considerations for Your Next Website

Group Internet-Based

INSTRUCTORS: Jake Toohey, Senior Digital Consultant at Adage Technologies; and Joe Post, Vice President Strategy & Experience Design, Adage Technologies || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

The Future of NFT With Business Models

Group Internet-Based

INSTRUCTORS: Chad Faison, Executive Director, American Council of Engineering Companies of Maryland (ACEC/MD); Austin McHenry, Crypto Practice Leader, U.S. Transactions Corp., Dustin Ray, bees.social || CREDITS: CPE 1 hour (NASBA Category: Economics) || CREDITS: CAE 1 hour (Subject Domain: Operations) || COST: $---

Buyer’s Journey Stages: Understanding Each Step of The Journey

Group Internet-Based

INSTRUCTOR: Maneesha Manges, Director of Services, HighRoad Solutions; Aimee Pagano, Senior Digital Marketing Advisor, HighRoad Solution || CREDITS: CPE 1.5 hours (NASBA Category: Communications and Marketing ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

How to write an RFP Request for Proposal

Group Internet-Based

INSTRUCTORS: Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, President, UST, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

How to Increase Newsletter Engagement | Top Strategies

Group Internet-Based

INSTRUCTOR: Erica Salm Rench, Director of Client and Market Success, rasa.io || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

How to Automate Accounts Payable For Your Business

Group Internet-Based

INSTRUCTOR: Chris Corr, President and Founder, CostWellness; Don Farias, COO and Founder, Lucrotec || CREDITS: CPE 1.5 hours (NASBA Category: Finance) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

The Roadmap to Engagement: Using Video Strategically

Group Internet-Based

INSTRUCTOR: Doug Coombs, Director, Client Solutions, WorkerBee.TV || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Subject Domain: Member and Stakeholder Engagement and Management) || COST: $--

How to Improve Event Engagement in Organizations

Group Internet-Based

INSTRUCTOR: Joel Resnik, Chief Revenue Officer, Gather Voices; Drew Holmgreen Vice President of Brand Engagement, Meeting Professionals International; Erica Klinger, Senior Director of Marketing, Association for Accessible Medicines || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

How to Increase User Engagement Through Personalization

Group Internet-Based

INSTRUCTORS: Dave Will, Co-Founder and CEO, PropFuel; Jemilah Senter, VP, Marketing and Communications, MCI || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing & Communications) || COST: $---

Operating Reserves and the Path to Sustainability – UST Education Series

Group Internet-Based

INSTRUCTOR: A. Michael Gellman, CPA, CGMA, Co-Founder, Sustainability Education 4 Nonprofits; Paul Preziotti, Partner, Johnson Lambert LLP || CREDITS: CPE 1.5 hours (NASBA Category: Finance Technical) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

W250: PCI Compliance Workshop 101 for Associations

Group Internet-Based

INSTRUCTORS: David Schlum, Co-Founder and Software Architect at Added Innovation LLC; Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, CPA, President, UST || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

How to Handle Difficult Conversations in the Workplace

Group Internet-Based

INSTRUCTOR: Katie Richard, Learning & Development Manager, Spectrum Leadership Solutions || CREDITS: CPE 1 hour (NASBA Category: Business Management & Organization – Non-Technical) || CREDITS: CAE 1 hour (Subject Domain: Business Development) || COST: $---

Technology Implementation Best Practices for Project Management

Group Internet-Based

INSTRUCTOR: Jenifer Alonzo, Association Practice Lead, Fíonta; Julia Kelmers, Workforce Operations Manager, Fíonta; Gale Mamatova, Director, Project Management Office, Fíonta || CREDITS: CPE 1.5 hours (NASBA Category: Information Technologies) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $--

Best of Both Worlds: Mastering Hybrid Work Environments

Group Internet-Based

INSTRUCTOR: Heinan Landa, Founder, Optimal Networks; and David Campbell, Chief Operating Officer, Optimal Networks || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $---

W263: 5 Non-negotiable Web Strategies Every Association Needs in 2022 & Beyond

INSTRUCTORS: Ray van Hilst, Director of Client Results, Yoko & Co, and Chris Bonney, Director of Client Relationships, Yoko Consulting || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Subject Domain, Marketing & Communications) || COST: $--

How To Create Engaging Video Content

https://us02web.zoom.us/j/87881506988?pwd=bzBYWnZSRFFSTFZ3U3dUUk4zNVN3Zz09
Virtual Event Virtual Event

INSTRUCTOR: Dan Stevens, President, WorkerBee.tv. || CREDITS: CPE 1 hour (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1 hour (Subject Domain: Member and Stakeholder Engagement and Management) || COST: $--

Free

Top Benefits of Benchmarking for Employee Retention

Group Internet-Based

INSTRUCTOR: Dario Campolattaro, Regional Employee Benefits Platform Leader, Hilb Group; Byron Burst, Employee Benefits Consultant, Hilb Group || CREDITS: CPE 1.5 hours (NASBA Category: Personnel/Human Resources - Non-technical) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Compliance & Risk Management Training: Key Considerations

Group Internet-Based

INSTRUCTORS: Rich Bar, Partner, Nonprofit Practice Leader, GKG Law || CREDITS: CPE 1.5 hours (NASBA Category: Business Law) || CREDITS: CAE 1.5 hours (Subject Domain: Governance) || COST: $--

Free

Best Practices for Using a Open Source Knowledge Base System

Group Internet-Based

INSTRUCTOR: Johnny Clayton, Chief Growth Officer, FUSE Search; Adam Hostetter, CEO, FUSE Search; David Schulman, President, Associations Rewired || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

Free

Best Marketing Automation Strategy | Automation Best Practices

Group Internet-Based

INSTRUCTOR: Abi Abraham-Ajayi, Senior Consultant, Marketing Automation, fusionSpan || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Subject Domain: TBD) || COST: $---

Free

What Are the Benefits of User Generated Content

Group Internet-Based

INSTRUCTORS: Alfred McKelvy, Vice President of Strategic Partnerships, Multiview || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Domain: Marketing & Communications) || COST: $---

Free

S104: Symposium Session #4: Membership Engagement – Pass The Pen

Group Internet-Based

INSTRUCTORS: Michael Candela, Executive Vice President, Multiview || CREDITS: CPE 1 hour (NASBA Category: Communications and Marketing) || CREDITS: CAE 1 hour (Subject Domain: Member and Stakeholder Engagement and Management) || COST: $---

Free

How to Deliver the Best E-commerce Experience for Associations

Group Internet-Based

INSTRUCTORS: Jake Toohey, Senior Digital Consultant at Adage Technologies; and Joe Post, Vice President Strategy & Experience Design, Adage Technologies || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

Free

Hold Them Or Fold Them: What’s Your Member Engagement?

Group Internet-Based

INSTRUCTOR: Maneesha Manges, CXO, HighRoad Solutions || CREDITS: CPE 1.5 hours (NASBA Category: Communications and Marketing ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

B131: Understanding the Payments Ecosystem in Your Organization

Group Internet-Based

INSTRUCTORS: Julie Duncan, VP Sales, Association Practice Leader, UST; Wade Tetsuka, CPA, President, UST; Jen Glaze, COO, UST || CREDITS: CPE 1.5 hours (NASBA Category: Finance-Technical) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Free

What is NICRA: Beginners Guide to Understanding NICRA

Group Internet-Based

INSTRUCTOR: Matt McKelvey, President, Financial & Accounting Management, Government Contracting, and Business Valuation Subject Matter Expert, The McKelvey Group, Inc. || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $--

Free

How to Improve Strategic Planning For Your Organization: 5 Tips

Group Internet-Based

INSTRUCTOR: Lee Gimpel, Founder, Better Meetings || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization ) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $--

Free

B134: What You are NOT Being Told About Credit Card Processing

Group Internet-Based

INSTRUCTORS: Jenni Glaze, COO, UST; and Wade Tetsuka, CPA, President, UST || CREDITS: CPE 1 hour (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1 hour (Subject Domain: Operations) || COST: $---

Free

Guide to Fraud Prevention & Detection | Safeguarding Your Organization

https://us02web.zoom.us/j/2172193952?pwd=NzJ0bXh2d29FL211dkl5QXJQNG5Ndz09
Virtual Event Virtual Event

INSTRUCTOR: Julie Broadway, President & CEO, American Horse Council & American Horse Council Foundation || CREDITS: CPE 1.5 hours (NASBA Category: Business Management and Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $--

Free

W251: PCI Compliance Workshop 101 for Associations

https://us02web.zoom.us/j/2172193952?pwd=NzJ0bXh2d29FL211dkl5QXJQNG5Ndz09
Virtual Event Virtual Event

INSTRUCTORS: Julie Duncan, VP Sales, Association Practice Leader, UST; Wade Tetsuka, CPA, President, UST || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Free