W200: Integration Platforms: A More Strategic Approach to Connecting Your Data
2021-10-05 11:00 - 12:30 (America/New_York) | Group Internet-Based
Most associations are leveraging multiple systems to engage with members. But having multiple systems means that there are multiple data sources out there that are not connected. This leads to inaccurate data and frustration for customers who must repeatedly enter the same information to engage with associations. At the same time data integrations that directly tie one system to another can leave associations with a web of data that is not always consistent. Instead, associations should be taking a more strategic approach to their data by evaluating if they need an integration platform to support their integrations and ensure they are set up for long term success. This session will introduce the concept of an integration platform, discuss the pros and cons of implementing such a system, and provide some steps to take if an integration platform is right for your organization.

LEARNING OBJECTIVES

Learn how having multiple systems means that there are multiple data sources out there not connected. This leads to inaccurate data and frustration for customers.
Learn a more strategic approach to your data by evaluating if you need an integration platform to support your integrations and ensure they are set up for long term success.
Learn the concept of an integration platform, discussing the pros and cons of implementing such a system, and some steps to take to decide if an integration platform is right for your organization.

W204: 3 Ways to Mine Your AMS Data to Create & Execute a Profitable Member Engagement Strategy (with Minimal Staff Time)
2021-10-06 11:00 - 12:30
You’re probably sitting on a goldmine of data and don’t even realize it. In fact, now more than ever, associations are collecting mountains of data but don’t have a data strategy to actively drive member growth.
Many times, association leaders feel as though they’re drowning in information with no real way to leverage it to solve their most pressing questions. Instead, they get bogged down with worries about the data itself, effectively blocking them from using it to help them increase growth and member retention.
Ask yourself: Have I had one of these questions in the past 6 months?

Is the data I have useful or even reliable?
How do I go about getting the data out of our systems in the first place?
With all this data (or “lack of data”), how do I use it to make change for the better?
How can I offer better courses, incentives, or services to my members?
Why are my members leaving? How can I get more of them to renew their membership?
Where can I cut costs? What systems or services are wasting time and money?

LEARNING OBJECTIVES

Learn why your members are leaving and how to get them to renew their memberships
Learn how to offer better courses, incentives, or services to your members
Learn how you can cut costs and what systems or services are wasting time and money

W210: How Employee Benefits Impact Hiring & Retaining
2021-10-06 15:00 - 16:30
During the presentation you will hear some keys to attracting and retaining top talent. In addition, we will review tools to get employee engagement, increase benefits awareness and manage rising insurance costs.

LEARNING OBJECTIVES

Employee benefits that most impact employees
Soft benefits that you may not be maximizing
Tools that gain employee engagement

W205: Nonprofit GAAP - The New Revenue Recognition Standard & What You Need to Know About it as a Nonprofit
2021-10-07 14:00 - 15:30
Not-for-profit accounting for exchange transactions can be difficult. Recent accounting standards such as Accounting Standards Codification 606 (ASC 606) can add to the complexity. All transactions with customers must be accessed using the five step approach. Within the five steps are multiple additional considerations that also need to be addressed depending on the nature of the transaction. This webinar will guide you through those five steps and help you apply them to your organization’s transactions with customers. The webinar will help you understand the differences between contributions and exchange transactions.

LEARNING OBJECTIVES

You will be able to understand the difference between contributions and exchange transactions.
You will be able to describe the 5 step approach for recognizing and measuring revenue
You will be able to identify contracts, performance obligations and transaction prices for exchange transactions under ASC 606.
You will be able to recognize and measure revenue for exchange transaction under ASC 606.

W208: Secrets of Successful Awards Programs
2021-10-13 13:00 - 14:30
There are two kinds of awards programs out there: successful ones and … not so successful ones. Some programs seem to have found the secret recipe that makes everything run smoothly and gets them a high number of quality submissions. But how do they do it? How did they figure out that perfect formula?
We’re here to tell you that it’s not a secret! There are several factors and best practices that go into creating a successful awards program, all of which this guide dives into.

LEARNING OBJECTIVES

Learn the importance of your awards website
Learn why budgeting matters
Learn how to save staff time and improve the awards process

W182: Association/Nonprofit IT Threats in the New Normal
2021-10-20 15:00 - 16:30
The pandemic and the abrupt shift to remote work has introduced additional risks for IT and cybersecurity professionals to protect against. During this discussion, we will talk about the different types of vulnerabilities and how to reduce your risks.

LEARNING OBJECTIVES

Understand cybersecurity risks present in the remote working environments
Learn strategies to reduce risks
Learn the basics of a cybersecurity program

W206: Inside a Ransomeware Attack: Understanding the Threat; How to Protect Your Organization
2021-10-26 11:00 - 12:30
Ransomware and other cyber threats are increasingly common. Join us for a discussion of best practices to protect your organization from these threats.

LEARNING OBJECTIVES

Understand the common types of attacks and where your organization might be vulnerable
Review a recent client ransomware attacks to better understand what happened, what they did well, and how they could have better prepared
Identify the proper steps to take after a ransomware attack and resources you should leverage
Learn common strategies and new technology that can help defend against cyber attack
Review how to improve your security posture and prepare for a security audit

Unrelated Business Income Tax Guidelines for Nonprofits
2021-10-26 15:00 - 16:30
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 dues and conference registrations decline, NFP and Associations are expanding products and services to generate additional income. These activities may be considered unrelated business income (UBI). Executives must carefully monitor the level of UBI activity, as it may jeopardize their exempt status. Learn exactly what UBI means, the interpretations and IRS guidance.

LEARNING OBJECTIVES

Publication 598 – what is UBI?
Court interpretations of UBI Silos, rates, fringe benefits – Tax Cuts-Jobs Act impact on UBIT IRS Guidance
Notice 2018-67Assessment and Documentation. How much is too much?

W198: Association/Nonprofit Board of Directors: Governance, Risk Management & Training
2021-10-27 11:00 - 12:30
GKG Law’s Rich Bar will be the instructor for a U.S. Transactions Corp. webinar on Sept 8, 2021. Rich’s webinar, Association/Nonprofit Board of Directors: Governance, Risk Management & Training, is targeted to CEOs, COOs and CFOs. Attendees will learn how to better equip board members and directors for success in their roles; how to ensure the board continuously works to promote and obtain the mission of the organization; fiduciary duty considerations and challenges; and appropriate conflict of interest management. Further course description can be found below.
One of the most important components of an association CEO/COO/CFO’s demanding role involves serving as a day-to-day conduit to the board. Boards comprised solely of volunteers sometimes don’t receive the comprehensive training needed to perform successfully. Too often, volunteer board directors don’t understand the full spectrum of fiduciary, contractual and legal duties associated with their role, or the risks and responsibilities involved when a perceived or actual conflict of interest arises. As a CEO/COO/CFO, what steps can be taken to avoid these potentially critical issues?

LEARNING OBJECTIVES

Learn how to better equip board members for success in their roles through training and communication.
Learn how to educate volunteer board members to understand their fiduciary, contractual and legal duties associated with their role
Understand what steps can be taken as a C-Level executive to avoid potential critical issues around board governance.

W213: Are You Truly Agile? Exploring Agile Values and Principles
2021-10-27 15:00 - 16:30
Your organization is doing Agile, which is great, but what does that really mean? Perhaps you are implementing Scrum, or Kanban, or one of the other Agile methods, but are you really being Agile? Does it feel like you are doing Scrum, but you’re team isn’t really Agile? Does your organization say they want to be Agile, but still want you to lock down all requirements, deliver on fixed date and fixed scope, and want your requirements teams, develop teams, and test teams to all be Agile. There’s difference between doing Agile and being Agile and this session explores that concept.
In this session, you will understand what Agile really means and how that relates to the way you implement Agile methods within your organization. You will identify how to effectively use the Agile Manifesto values and principles so that you can maximize the value of your products while still ensuring that you have quality and governance built into your process. This session will also explore the use of Agile principles to guide your strategic and your day to day decisions.
This session is great not only for beginners, but for anyone who wants to get past simply implementing Scrum or Kanban by the book, but really understand how to use Agile values and principles to build better products and organizations.

LEARNING OBJECTIVES

Understanding Agile Values and Principles
Understanding the difference between being Agile and Agile methods
Understanding how Agile can help your organizations

Adventure Leadership: A Unique Approach to Leadership
2021-11-03 15:00 - 16:30
Learning to Lead is critical for success into today’s world. No matter what our title is, pay level, industry or experience, all of us are called to be a leader every day. Leading at 90 Below Zero looks at leadership in a unique way-through the lens of Antarctic history.
Antarctic Mike brings very high energy to his programs and knows how to tell stories in a way that will engage people in a way that they will never forget the stories and the points of the stories. Mike raises issues that your people live with and work with every day and asks very thought provoking questions. His programs are both entertaining and informative, and are ones that your people will remember and benefit from for a long time.

LEARNING OBJECTIVES

Learn how to look at leadership in a unique way-through the lens of Antarctic history
Learn how to be a leader everyday no matter what your title is, pay level, industry or experience
Learn thought provoking questions to help you deal with issues that your people live with and work with every day

How to Drive Performance Growth in Your Organization
2021-11-09 11:00 - 12:30
(C-Level topic)
How are we supposed to achieve higher performance when research shows best-selling management theories fail 70-90% of the time? Anthropology and evolutionary genetics reveal why and how to fix the problem. Audiences leave with a new way of thinking for accelerating sales.

LEARNING OBJECTIVES

Understand why traditional strategic planning failure rates are very high in industry.
Learn a new framework for your strategic planning process which is based on scientific and evidence-based research
Understand how to separate strategy from tactics.
Learn to use elements such as Strategic Intuition, Creating a Compelling Saga, and Stimulating Tribal-alignment.

W223: Nonprofit/Association Accounting Webinar Series: Basics and Best Practices
2021-11-09 13:00 - 14:30
Are your non-profit / association books set up to be effective, efficient, and compliant? This webinar will provide you with industry best practices for optimizing your accounting system. We will cover the chart of accounts, customer structure, documented policies and procedures, the financial calendar, and other ways you can get the most out of your accounting. This will be an interactive conversation and we welcome questions throughout the presentation.

LEARNING OBJECTIVES

Learn how to structure the accounting system
Understand the benefits of documented policies and procedures
Gain tools to help you execute accounting tasks effectively, completely, and on time

How to Retain Employees During the Great Resignation: 7 Key Tips
2021-11-16 11:00 - 12:30
This year, an unprecedented number of Americans left their positions with July 2021 being the all time highest for attrition– 4 million Americans quitting their jobs and an estimated 10.9 million job openings available according to the U.S. Bureau of Labor Statistics. In this course we’ll discuss how associations, nonprofits, and other purpose driven organizations can best leverage themselves when recruiting revenue generating talent in this unprecedented competitive market place. We’ll also discuss what top revenue generating talent want from their next employer as well keys to a successful employee retention program.

LEARNING OBJECTIVES

Learn the reasons behind The Great Resignation and how your organization can maneuver through this complex environment
Understand specifically what appeals to revenue generating professionals (sales, development, sponsorship, non dues, etc) when considering a position with associations, nonprofits, and other purpose driven organizations
Explore ways your organization can create a culture that retains top talent even in times of historic market competition

Future Digital Marketing Trends | Top Marketing Tactics to Implement
2021-11-16 14:00 - 15:30
Digital media preferences and consumption rates changed drastically in 2020 and 2021 as a result of the pandemic. With these shifts come new and unique opportunities for associations to engage digital audiences and grow their reach. In this webinar you will discover the latest macro trends affecting digital media and new marketing tactics associations can apply right away to increase member recruitment, engagement and retention.

LEARNING OBJECTIVES

Discover the top trends in digital media and advertising
Uncover new opportunities for associations to grow their reach
Explore digital marketing tactics you can apply right away to grow revenue and membership

Creating an Engaged Workforce for Your Organization: Key Considerations
2021-11-30 11:00 - 12:30
What do great managers know that average managers do not when it comes to employee training, retention and motivation? Experience has shown that implementing a solid employee development process, which includes industry best practices, can drive productivity up by almost 40%, at little cost. Employees work for more than just money, you need to find out the biggest motivator. This is how to engage, inspire, educate and empower everyone that will bring out their best every day, and at the same time, grow your company, and your reputation as an employer of choice.

LEARNING OBJECTIVES

Learn the five levels of engagement, where everyone stacks up in loyalty to their organization and coworkers, and how each level affects the other four.
Apply the 3 cornerstones that make up a culture of engagement and understand the main reasons your good employees leave – and how to keep the good ones.
Learn to adopt the 4 imperatives to ‘K.E.E.P.’ your employees and grow their capabilities.
Participate by answering “The 5 Question Survey” that identifies the holes in your leadership team that applies to customer/client/patient satisfaction, and that needs to be shared with everyone.
Learn how to engage, inspire and motivate everyone by bringing out their best attributes and behaviors with the S.A.M. methodology.
Review the two crucial self-tests on loyalty and retention, and one on how to coach and be coached.

W218: 15 Ways to Take Your Newsletter to the Next Level
2021-12-02 11:00 - 12:30
How can you be sure your newsletter is being used to its full capabilities and providing your members with the most cutting edge knowledge?

Many organizations still struggle with email newsletter marketing. They don’t want to send information that is out-of-date and irrelevant but lag behind in keeping their emails current. Email newsletters are a great way to share industry news with your members, but a lot has changed in the world of email. Join us and learn how to use email newsletter marketing to engage your members about current topics and industry trends, newsletter best practices, increasing engagement, curating outside content and automation.
LEARNING OBJECTIVES

Identify ways to leverage new technologies to make your email newsletter more sophisticated.
Get some useful ideas for maximizing your newsletter real estate.
Learn how to leverage the fundamentals of email engagement for your newsletter.

5 Digital Non-Dues Revenue Models that work for both Members AND Sponsors
2021-12-07 11:00 - 12:30
In this webinar, you will see proven models that are truly sustainable. Why, because they provide high value content for members while also generating sponsor support and non-dues revenue. And, they are repeatable and sustainable.

LEARNING OBJECTIVES

Creating Digital Sponsorships that also create high value for members
The value of planning your digital content calendar and your sponsorship model at the same time
Measuring the value for both members and sponsors and using this data to continually improve

Cyber Insurance Market: Issues and Insurance Implications
2021-12-08 13:00 - 14:30
The cyber insurance market has changed drastically in just the last five months, and you need to know how to position your organization for market increases and corrections. This webinar will cover the must-knows of IT cyber insurance woes and how best to mitigate them.
Hear lessons learned and best practices from a panel of experts that includes a CFO, CIO, Insurance Broker and Carrier.

LEARNING OBJECTIVES

Understand the reasons why your organization needs cyber insurance.
Understand how much coverage you may need based on my budget size
Learn how to file and manage a cyber insurance claim.
Discover tools and resources to protect your organization from cyber attacks.

Best Budgeting System to Implement for Your Organization
2021-12-09 15:00 - 16:30
Proactive Organizations are Being Aggressive with Budget Innovation, Interaction and Changes

The past 18 Months have been unpredictable and have impacted budgets in both positive and negative directions. Budget tactics and systems need to evolve and change to stay relevant, be value-added while also supporting enterprise risk management (ERM) efforts. We will discuss a number of key budget innovation tactics that will be useful in supercharging your budgets and making them more effective at enhancing sustainability, supporting mission, and improving financial health.

LEARNING OBJECTIVES

Learn how capital budgets have an important role
Learn how to stress test funding
Learn more about creating a culture of budget projections – engaging staff
Learn how to apply phase-in strategies to triumph over uncertainty and gain acceptance
Learn how using operating reserves during a time of uncertainty

Year-end Close Checklist: Closing Out Your Fiscal Year Effectively
2021-12-14 13:00 - 14:30
Do you need a refresher on how to prepare your nonprofit / association for year-end? It may surprise you to know that the key to a seamless accounting year-end close is monthly cadence. But what are all the pieces required to organize your accounting? Join The McKelvey Group’s webinar as we review our methodology for closing the fiscal year for nonprofits. We will cover items in our Year-End Close Checklist and share our best practices for ensuring a smooth tax filing for your nonprofit / association.

LEARNING OBJECTIVES

Learn all the items necessary to successfully close the fiscal year
Gain helpful suggestions on how to prepare a budget for the following year
Know what to provide the tax preparer for the 990 tax filing
Understand the importance of contribution receipts and system backups

W222: Stop Creeping Out Your Members: How to Connect in a New Age of Privacy Expectations (and Worthless Open Rates)
2021-12-15 13:00 - 14:30
Perceptions around digital privacy have evolved, and consumers are responding; already, 96 percent of U.S. users are opting out of Apple’s permission-to-track option. Across industries and especially in member-based organizations, consumers want (deserve!) a more human, personal experience with their intentional input.
Until recently, messaging has been based mostly on what consumers do (their behaviors, purchases and internet browsing), gathered through 1st, 2nd and 3rd party data sources. From there, a lot of guesswork happens: if they’re at this stage in their career, they want this, if they visited this web page, they probably want that. This segmentation is an estimation at best and makes your organization seem like a Peeping Tom at worst.
Instead of following your members, tracking what they do and then guessing what they want, what if you just asked them in real time and acted on it? That’s what American Academy of Pediatrics (AAP) did to better engage their members, and it laid the groundwork for a whole new engagement strategy. Within just a few months, the AAP put together multiple campaigns that increased recruitment numbers, gathered valuable information, and inspired a list of future campaigns to further strengthen their member interactions and communications.
Join us to explore how member attitudes, needs and wants are changing… and why your email open rate metric can be tossed in the trash for more meaningful measures of engagement.

LEARNING OBJECTIVES

Explore how changes in perception of privacy are affecting associations.
Learn why zero-party data is becoming more important than other data sources in engaging individuals throughout the member lifecycle.
Analyze how your organization’s communications strategy can be reshaped to align with changes in members’ perception of privacy and communication preferences.

How to Write an RFP for Merchant Services | Key Considerations
2021-12-23 11:00 - 12:30
Improve your business process and net income by knowing what goes into a RFP (request for proposal) for merchant services.

What Criteria Should Every Merchant Services RFP Contain and Why Does it Matter?
Your credit card processing fees are a top ten-line item in your General Ledger. When releasing an RFP to evaluate new merchant service providers, knowing how the credit card industry works is crucial. Your fiduciary obligation and reputation are on the line. With compliance standards to meet, and risks to mitigate, there is much to understand. We will demystify the credit card processing flow, players, terminology, and musts to consider. You will leave feeling prepared to write your RFP and EVALUATE your perspective merchant service providers based on the criteria most important for your organization. We will evaluate how to identify the gaps in your current payments ecosystem and supply you with the questions to ask to reduce these issues in your future state.
1. Knowing What You Don’t Know
2. Terminology of the Industry and the Flow of Payments
3. Capturing Your Current State Through GAP Analysis
4. Risk Mitigation (PCI Compliance, Fraud)
5. How to Compare Pricing and Find Hidden Fees
6. Putting it All Together: Writing the RFP with Your Future State in Mind

LEARNING OBJECTIVES

To give your organization a higher level of understanding of payment processing and equip you to make the most educated/informed decision on your payment processor/merchant services selection.
To provide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.
To create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.

Implementing ASC 842 Lease Accounting for Your Business
2021-12-30 11:00 - 12:30
Accounting Standards Codification (ASC) 842 – Leases is almost effective for nonpublic companies and certain not-for-protfits. In this session we’ll cover the scope, adoption method, key provision and why any of this matters to you. Including impacts on the statement of financial position, financial ratio, and covenants. We’ll go over what you need to know to make sure you understand how leases are classified under ASC 842 and provide examples and illustrations on how to initially calculate and subsequently measure leases under this new standard.

LEARNING OBJECTIVES

You will be able to identify which transactions/agreements are within the scope of ASC 842.
You will be able to explain the adoption method, initially calculations and subsequent measurements.
You will be able to recognize the difference between finance, operating and short-term lease classifications.
You will be able to identify lease and non-lease components.
You will be able to explain presentation and disclosures requirements.

E-commerce Revenue Models | 6 Common Mistakes
2022-01-13 13:00 - 14:30
Six Keys For A Strong E-Commerce Solution

Join the GOPD team to learn how e-commerce can help boost your revenue and how to avoid common mistakes like not knowing your target customers, not encouraging customer feedback, and making the checkout process too complicated.
Attendees will gain a better understanding of how e-commerce can help drive their sales, prevent pitfalls, and put their customers first.

LEARNING OBJECTIVES

Understanding key areas to focus on with an E-Commerce Solution
Ways to increase your revenue through E-Commerce
Steps to an awesome E-Commerce Site

View Recording:
https://media.usteducation.org/dashboard/all-posts/edit-post/?id=586&content_type=wb_mm_video&token=eaaf0b67c347c4ab81da146b8cfa4030

Best Corporate Budgeting Practices | Key Components
2022-01-18 13:00 - 14:30
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 focus on NetSuite ERP system. An overview of the budgeting process will drive the topics from the initial creation of budgets to successful execution of the budget.

LEARNING OBJECTIVES

Understand budgeting terminology.
Identify the general enterprise level budgeting processes.
Preview forecasting options for creating budgets.
Analyze typical budget reporting such as budget vs actual report.
Gain knowledge of budgeting data flows and integration technology.

Employee Wellness Challenges: Improving Motivation & Retention
2022-01-19 11:00 - 2022-02-03 12:30
Solving The Employee Training, Motivation and Retention Challenge This pandemic crises has thrown everyone for a loop and in many cases, a very significant financial loss and for many, a large customer lose. There was no plan to get into this change, and there is no plan for coming out of it. This will help you adjust to the new normal, the ab normal. Business moves at the speed of trust – this is how to get there.
For organizations that laid off or furloughed people, there will be a trust and engagement issue when they come back. There may even be a labor shortage in some industries, and that will drag down your company’s growth, performance, and profitability. Employees are ready to leave to find a more suitable job with better pay, benefits and promotional opportunities and less risk. Solidify your business customer care reputation by having engaged, enthusiastic employees.
What do great managers know that average managers do not, when it comes to employee training, retention and motivation? Experience has shown that implementing a solid employee development process, which includes industry best practices, can drive productivity up by almost 40%, at little cost. Employees work for more than just money, you need to find out their biggest motivator. This is how to engage, inspire, educate, and empower everyone that will bring out their best every day, and at the same time, grow your company, and your reputation as an employer of choice.
This is your opportunity to learn the key to retaining employees and accelerating the productivity of your talent. This webinar shows you how to define and set an exciting workplace destination and define leadership attributes that focus on the importance of trust at all levels, the power of excellence, understanding how to lead and develop employees, and how to initiate creativity and continuous improvement to that will drive up customer loyalty and sales.
In this webinar, you will learn the two main causes of employee turnover and how to remedy it, and how to adapt the leadership characteristics of successful business leaders and coaches. When you apply the measurement tools that are available to leadership to help drive up performance in a win-win manner, you will create enthusiastic, engaged employees.
– Be introduced to the most essential strategies coming out of the lockdown that engages, empowers and motivates employees
-  Implement the 5 fundamental qualities of leadership that inspire and engage your talent
– Understand what really motivates employees, how to find out and support them
– Model what sets exceptional leaders apart from poor performers
– Be aware of the 5 crushing management mistakes that stop engagement
– Learn the three questions to stop your good talent from leaving
– Adopt the ‘5 Questions Survey’ to identify the productivity knowledge gaps in your leadership team
– Identify the five levels of engagement – where do you and your employees stack up?
– Explore the 4 Imperative to K.E.E.P. your employees and grow their capabilities
– Review two self-tests on loyalty and retention, and one on how to coach and be coached
– Review two self-tests on loyalty and retention,
– Use the resource that shows you how to coach and be coached
– Implement the one page “know all about your employee” form
There will be several complimentary bonus resources offered at the conclusion of this webinar that fully support this educational offering. This workshop is proven, practical and performance based. The value of this workshop will go to your bottom line. Adopt the best question to ask anyone – anytime, on how to ensure the education session is implemented after the session: “Look at what you want to be, not what you are going to do.”

LEARNING OBJECTIVES

Learn the two main causes of employee turnover and how to remedy it, and how to adapt the leadership characteristics of successful business leaders and coaches
Learn how to drive up performance in a win-win manner
Learn how to create enthusiastic, engaged employees

W225: Making the Case for Data Hygiene
2022-01-19 15:00 - 16:30
As someone who interacts with your membership data every day, you see the number of duplicated and outdated records that are crowding your database. Do you want to invest in a data clean-up project but aren’t sure how to convince your team? Tune in to our session for a pulse check on the health of your data, see how your data quality compares with other associations, and walk away with the tools you need to communicate the importance of data hygiene to your team and stakeholders.
LEARNING OBJECTIVES

Participants will walk away with an estimate of how much dirty data is currently costing their association.
Participants will be able to see how their data quality compares with other associations.
Participants will learn how to communicate the importance of data hygiene to stakeholders.

Hybrid Work Environment Best Practices: Mastering Hybrid Work
2022-01-20 13:00 - 14:30
As we continue to adapt to the ongoing pandemic, we can count on one constant: hybrid work is here to stay.
The Great Resignation is proving that employees have little tolerance for hasty returns to our offices. Employers, too, have seen that remote work doesn’t just work—it offers measurable benefits.
Now the challenge for association leaders is this: maintaining productivity, security, and engagement as we settle into hybrid work.
Join Heinan Landa (Founder & CEO) and David Campbell (COO) of Optimal Networks for a discussion on how your organization can refine its approach to hybrid work and capitalize on the benefits that both in-office and remote work have to offer.

About Optimal Networks
Optimal Networks is a Rockville, MD-based IT company that helps associations advance their mission by way of thoughtful technology guidance and white-glove support. For three decades, clients have turned to Optimal when they are spending too much time overseeing their IT team, are worried about the security of member data, or are concerned their technology isn’t providing the flexibility that employees and members expect.

LEARNING OBJECTIVES

Learn how to engage and collaborate with members
Learn how to engage and collaborate with coworkers
Learn how to maximize productivity with both technology and thoughtful scheduling
Learn how to keep member data safe from anywhere

Financial Communications for Your Board | 5 Key Tactics
2022-01-25 11:00 - 12:30
To successfully navigate difficult decisions requires proactive strong strategic financial leadership from the Chief Financial Officer Position (CFO, Director of Finance, Controller) to drive mission delivery and impact, improve financial health and super-charge governance.
During a time of great disruption and uncertainty, bold Executive Officer fiscal and financial leadership is needed to meet the challenge brought on by difficult decisions, not hesitating to lead and drive change during a time of challenges and adversity. Explore the power active financial officers must have to lead, be innovative, effect change and reposition a nonprofit organization. The ability to effect change is directly related to how well you can communicate, message, provide financial reports, and interact with board members and other volunteer leadership. Learn about how effective CFO’s have up their game improving their financial communications and opportunities to interact with Boards.

LEARNING OBJECTIVES

Learn about how empathy needs to be incorporated into financial problem solving, messaging, and communications.
Explore how to better prepare for board and finance committee meetings that are occurring mostly in a virtual format and how to prep for these meetings and improve outcomes.
Learn how to provide financial information in a format that is easier to understand and comprehend and helps with performance and impact assessments.
Explore other strategies that will help financial executives to better connect with nonprofit Boards to advance strategic planning and innovative change.
