Newsletter Best Practices: Expert Tips on Engaging Newsletters
2023-02-07 11:00 - 12:00 (America/New_York) | https://zoom.us/j/99009547861
COURSE DESCRIPTION:
Association newsletter are one of the most beneficial pieces to your industry, especially for members and prospects to stay up to date on events, advocacy, continuing education, and more. Email marketing continues to produce the highest ROI among all marketing channels, so it’s pertinent that your newsletter stays top of mind to your readership.

LEARNING OBJECTIVES:

Learn the do’s and don’ts when it comes to your email communication pieces.
Learn how to determine if your data needs to be cleaned, and what to look out for in your bounce report.
Learn how to use your email communications to your advantage with personalization, surveys and more.

W390: LEADERSHIP & LEARNING SERIES: Leadership Lessons from Martial Arts
2023-02-07 13:00 - 14:00 | https://zoom.us/j/98489319079
COURSE DESCRIPTION:
The martial arts teach discipline, respect and technique. What can they teach us about leadership? Quite a lot.
In this session, Joanna Pineda, CEO & Chief Troublemaker of Matrix Group International, will share five leadership lessons that she’s learned from studying two martial arts (TaeKwonDo and HapKiDo): When it’s important to trade your black belt for a white belt. How to take a punch. How to lead and how to follow. Always define the next level of achievement (the next belt). Sometimes, you just have to “do something.”

LEARNING OBJECTIVES:

Learn why it’s useful to think of your staff as students with different degrees of skill levels (belts).
Learn how to have a conversation with a staff member who needs to switch jobs or seriously upgrade their skills (change to a new martial art).
Learn how to teach your staff that they can be and should be leaders and followers at the same time.

Important Cybersecurity Questions to Ask Your IT Team
2023-02-08 11:00 - 12:00 | https://zoom.us/j/98614262537
COURSE DESCRIPTION:
The threats, risks, and potential solutions within cybersecurity are changing faster than any other area of technology. As critical as this topic is for an organization’s future and brand reputation, it is one of the least understood by organization leaders. This webinar cuts through the tech-talk and explains the must-know facts about cybersecurity risks, what leaders need to understand, what questions to ask, and how to ensure your IT team is headed in the right direction at an adequate pace.

LEARNING OBJECTIVES:

What’s driving this surge in cybersecurity incidents?
Is phishing really that big of a risk and is training that important?
Does AI have anything to do with cyber risk?
How can I understand if our IT team is doing the right thing?
How do I know if we’re doing enough?

Latest AI Marketing Trends: Cutting Edge Tools & Strategies
2023-02-09 11:00 - 12:00 | https://zoom.us/j/99153128853
COURSE DESCRIPTION:
Are you a marketer who is ready to infuse AI into your organization’s strategy and infuse next-generation tech? Are you thinking about implementing AI but have no idea where to start? In this session, participants will learn about low lift, low cost AI tools they can begin experimenting with right away at their organizations, which are specific to the marketing, membership, and communications functions. The session will include information centered around AI marketing tools, including: SEO / search optimization tools that use NLP for semantic-powered inline optimization as well as search volume recommendations; email tools that leverage AI for content recommendation and send time optimization; content generation and inline editing tools; image and other content generation tools; and AI-powered audio editing tools.

LEARNING OBJECTIVES:

Gain an overview of the current Marketing Artificial Intelligence landscape.
Learn marketing Artificial Intelligence tools you can begin using right now to optimize your marketing strategy.
Learn how to embark upon easy Marketing Artificial Intelligence experiments and use Marketing AI to enhance your processes and make workflows less time consuming.

What is Credit Card Processing | Best Practices
2023-02-09 13:00 - 14:00 | https://zoom.us/j/98557415641
COURSE DESCRIPTION:

Credit card processing or Merchant Services is widely used by businesses and nonprofit organizations. One can hardly image today going through life without being able to purchase goods and services without using a credit card.

In spite of its ubiquitousness in commerce, there are a lot of things that organizations are not being told about credit card processing (aka Merchant Services). If you know some important things that you are NOT being told today by your service provider (or in the general media), you would have greater opportunities for data security, cost savings, and process improvements (i.e., eliminating manual processes).

LEARNING OBJECTIVES:

Learn about 4 important payment trends which emerged from the pandemic.
Learn two key changes you should make in 2022 with your payment and credit card collection practices.
Understand Credit card fees — what you are NOT being told and why that is costing your organization money.
Learn alternatives to credit card collections — the ecosystem that supports Visa/MasterCard and AMEX definitely don’t want you to know this.
Learn PCI compliance and security issues for 2022 — why are you not aware of this.
Learn how to do an RFP for Merchant Services — an outline that you can use today.

Technology Ecosystems: Navigating Tools in Your Association
2023-02-14 13:00 - 14:00 | https://zoom.us/j/94969742783
COURSE DESCRIPTION:
Like the dating industry, an association technology ecosystem offers a wide range of options and diverse personalities. One major challenge faced by both is inadequate communication. Establishing compatibility is crucial. This webinar will delve into the steps necessary to achieve harmony among various association technology systems and provide value to members that will foster long-lasting love.

LEARNING OBJECTIVES:

Being Purposeful with your Data – What to capture? When and how to ask? How many people are you losing because you’re asking for too much? What is required and not?
Compatibility Requires a Shared Language – Are you speaking the same language and using the same terminology across systems and the keys to a unified taxonomy?
Use Data to Drive Desired Activities – Starting with the end in mind. What do you need to do to personalize the member experience across channels?

Understanding Economic Trends in Business | Key Insights
2023-02-15 11:00 - 12:00 | https://zoom.us/j/92966735066
COURSE DESCRIPTION:
In the midst of volatility, inflation, rising interest rates, and many other economic factors, the economy looks to be heading south quickly. At least that’s what we’re hearing – but what does the data say? In this session we’ll take a look at real economic data that will help give us a clearer picture of what to expect in the economy. We’ll then turn toward strategies to overcome these coming obstacles.

LEARNING OBJECTIVES:

Understand data-driven economic trends
Learn what economists are forecasting for the remainder of this year
Develop strategies to overcome coming economic challenges

Effective Member Relationship Management Strategies
2023-02-15 13:00 - 14:00 | https://zoom.us/j/93132673657
COURSE DESCRIPTION:
You might not have thought about membership like this before: you’re in a relationship with each of your members! After you have DTR’d (Defined the Relationship, a.k.a. they join), that’s when the effort begins. To have a successful relationship, you have to learn more about one another, discover likes and dislikes, and deliver accordingly.

LEARNING OBJECTIVES:

Techniques for Listening to members throughout the member lifecycle.
How to shift your association’s approach to be more Open-minded when it comes to member input and feedback.
Opportunities to demonstrate Value at unique communication touch points during the year.
How making it about your partner (the member), and not you (the association), results in long-term Engagement and dedication to your organization.

Video Campaign Examples: What Are The Best Practices?
2023-02-16 11:00 - 12:00 | https://zoom.us/j/97978140595
COURSE DESCRIPTION:
Video is totally dominating today, so it’s no surprise that leadership is asking about your plans to incorporate more video into your strategy. But all video is not created equal. Short-form video is consistently ranked as the top ROI-driver by marketers. To acquire and retain your membership and drive non-dues revenue, you need to include member-driven video in your strategy.

Using video best practices and real-world examples from associations who are already putting these ideas into action, Chad Alger-Hardt, VP of Marketing at Gather Voices and Kaitlan Arndt, Associate Director of Marketing at Gather Voices, will guide association leaders through the process of building an accessible, inclusive and scalable member-driven video strategy. All attendees will walk away with an actionable workbook to bring their video strategies to life.

LEARNING OBJECTIVES:

Summarize the process of planning, executing, and optimizing member-generated video campaigns to achieve revenue-based outcomes.
Assess the organization’s current campaigns to identify areas of opportunity to include more diverse voices and perspectives.
Design an actionable strategic plan for creating and distributing member-driven video content.

What You Need To Know About Using a Microsoft CRM System
2023-02-21 11:00 - 12:00 | https://zoom.us/j/96701586506
COURSE DESCRIPTION:
There are a lot of high-powered CRM packages on the market, and the failure rate of CRM implementations is huge. If you already use Microsoft D365 Business Central and you are looking for a CRM solution, this session gives you an overview of functional you already own. Rather than purchase licenses for another product that has to be integrated into Business Central why not start with what you have and decide if you need more later?

Welcome to Relationship Management CLICK HERE!

LEARNING OBJECTIVES:

– Understanding that there is CRM functionality in Business Central
– Understanding the difference between Customers and Contacts in Business Central
– Identifying the functionality in Relationship Management
– Diving into some of the key functional areas of Relationship Management
– Providing an overview of remote access for the Sales Staff via Outlook

How to Stop Data Entry With Microsoft AI Copilot
2023-02-21 13:00 - 14:00 | https://zoom.us/j/99612389634
COURSE DESCRIPTION:
Cost control, budgeting, sales analysis, food cost formulas, and pricing goods are critical elements for success in any hospitality or culinary business. Food & Beverage managers need the right tools to keep track of sales and costs, create systems for monitoring current activities, and forecast future costs in an ever-evolving environment where labor and transportation costs are changing at dizzying speeds.
This webinar will explore some of the Microsoft solutions that can be tailored to your organizational needs to assist you in making timely and educated business decisions that help ensure your profitability – and give you a competitive edge.

LEARNING OBJECTIVES:

Create an expense report using different methods
Configure expense settings to meet business requirements
Review reporting options for managing various approvals and integrations
Apply Expenses best practices

How to Save Money On Your Azure Cloud Migration Project
2023-02-22 15:00 - 16:00 | https://zoom.us/j/99786467440
COURSE DESCRIPTION:

Migration is difficult and expensive, but it doesn’t have to be! Customers are looking for a way to move from their on-premise system to the cloud, without breaking the bank. In this webinar, eOne Solutions will be giving you the 10,000 foot view of migrating, and the options you have at your disposal. We will be discussing:

LEARNING OBJECTIVES:

Moving your data in a cost-efficient manner
Comparing the Price of Integration & Migration
Using the Azure Data Lake

Data Informed Decision Making | Learn From the Experts
2023-02-23 13:00 - 14:00 | https://zoom.us/j/92312513155
COURSE DESCRIPTION:
Association execs consume – and produce – a lot of research in our day-to-day work, but most of us don’t have formal training in research. A lot of the language of research programs– p-values and confidence intervals and margins of error – can be pretty jargony, and some of the concepts behind what makes for good (or less good) research can be challenging for people who haven’t had the opportunity to take a graduate level methods course.
How can you be sure that the research you’re using or sponsoring is giving you the insight you need to make good decisions? How can you protect your association’s reputation as a trusted source of unbiased information for the profession or industry you serve?
Join Elizabeth Engel and Polly Karpowicz for a webinar based on their recently-released whitepaper, where they will share a plain-language review of key concepts and approaches in consuming and sponsoring research so you don’t have to “beware” and can be confident that you’re setting yourself, your association, your members and other stakeholders, and the people in the profession or industry your association serves up for success in making data-informed decisions that will allow you to achieve your most important goals and solve your most pressing problems.

LEARNING OBJECTIVES:

Participants will develop a working knowledge of key concepts in defining research questions, choosing data collection methods, designing research instruments, collecting data, and interpreting and reporting results.
Participants will learn about the types of methodological bias that can creep into research projects and the steps they can take to ameliorate them.
Participants will hear case studies of associations running efficient, effective research programs.

Choosing The Right Software For Your Business
2023-02-28 11:00 - 12:00 | https://zoom.us/j/99090490751
COURSE DESCRIPTION:
Are you planning on replacing any software at your association? Are you experiencing buyer’s remorse over the software you’ve chosen? If so, you must attend this webinar, where we discuss the complexity of selecting a new software vendor. Working with so many vendors in the space, we’ve developed a fool-proof plan for how to plan for the vendor selection process, what questions to ask in the interview process and finally, how to interpret the answers. Nothing is ever perfect, but our approach can help increase the chances of a successful implementation.

LEARNING OBJECTIVES:

Gain confidence in developing the plan for kicking off the search for new software.
Learn the questions to ask a vendor and how to interpret the results.
Learn the common pitfalls to avoid during the interview and selection process.

Tips to Creating a Culture of Feedback in Your Workplace
2023-02-28 13:00 - 14:00 | https://zoom.us/j/98845973335
COURSE DESCRIPTION:
Unless we seek reflections on our work and performance, how can any of us truly recognize potential opportunities to refine, invest, and grow? Participants can expect a collaborative and engaging discussion about feedback — starting with a challenge they’re currently facing and would like to process through a simple, but effective four-part feedback model. In addition to introducing each of the four steps, we’ll process in real time a participant example for further clarity of how to use the feedback model in the workplace. Participants will leave with a feedback model job aid, as well as specific recommendations for actions to take pre- and post-feedback for maximum effectiveness.

LEARNING OBJECTIVES:

– Examine the challenges most often associated with giving/receiving feedback
– Deconstruct each of the four steps of the feedback model with a participant example
– Discuss specific pre- and post-feedback recommendations for maximum effectiveness

What are the Different Leadership Styles in an Organization
2023-03-01 11:00 - 12:00 | https://zoom.us/j/98110847891
COURSE DESCRIPTION:
When you think about an effective team, what comes to mind? Building and managing teams can be a challenging prospect to leadership, but not unreachable. Attend this session and learn different leadership styles and the impacts they have on teams including attracting and retaining strong employees, building a diverse workforce, recognizing team strengths and minimizing team vulnerabilities. You will leave with the much-needed practical guidance on how to build effective and collaborative teams within your organization.

LEARNING OBJECTIVES:

Learn different leadership styles and the impacts they have on teams including attracting and retaining strong employees and building a diverse workforce.
Learn how to recognize team strengths and minimize team vulnerabilities.
Learn much-needed practical guidance on how to build effective and collaborative teams within your organization.

Expert Microsoft Dynamics 365 Business Central Training
2023-03-01 12:30 - 13:30 | https://zoom.us/j/99617820523
COURSE DESCRIPTION:
Congratulations! You’ve selected Microsoft Dynamics 365 Business Central as your organization’s ERP / business management system. Your Microsoft Partner will guide you with a project roadmap and plan in place for you, but as an end-user, you too need a plan so you can be well prepared for a successful implementation. Join me on February 16 for a quick overview If your organization is an association, you’re in luck – I’ll cover some special considerations just for you!

LEARNING OBJECTIVES:

– Are you ready for an implementation? Building a checklist
– Understanding key Business Central concepts
– The Big Picture: When Business Central is one of several pieces of the puzzle

The Impact Of Reputation Risk On Your Cybersecurity Program
2023-03-02 11:00 - 12:00 | https://zoom.us/j/99052337787
COURSE DESCRIPTION:
Has your website domain been blacklisted without your knowledge? Are visitors not coming to your site because it’s flagged as unsafe? Are your donor lists being shared on the dark web? Learn the best practices for monitoring and protecting your organization’s most valuable asset: your reputation. Understanding your reputation risk goes way beyond just googling your company name. In this session, we will cover the many ways your online reputation can be compromised and offer recommended tools available for monitoring these risks. We will also discuss remediation steps for addressing any issues uncovered.

LEARNING OBJECTIVES:

Learn best practices for managing your online reputation.
Learn recommended tools for monitoring reputation risk and how to remedy issues identified.
Learn how reputation risk fits into an ongoing cybersecurity program.

W405: The No BS Guide to Digital Transformation
2023-03-02 13:00 - 14:00 | https://zoom.us/j/98673768043
COURSE DESCRIPTION:
Digital Transformation has been a hot topic for a decade, and yet associations still struggle to make it happen, to get beyond “digitizing” and truly “go digital.” Why is that?
Join Maddie Grant and Elizabeth Engel as they share findings from their new, deeply researched whitepaper, The No BS Guide to Digital Transformation: How Intentional Culture Change Can Propel Associations Forward. The research is clear: the key to lasting, responsive digital transformation is intentional and focused culture change. This session will delve deeply into what makes association culture unique and how culture change particularly impacts associations.
The session will address questions like:

What is digital transformation and why do associations need it?
Which technologies reduce transactional friction that slow associations down?
What culture patterns do associations have that block true digital transformation?
How can associations be digitally mature enough to be competitive?

The session will also include a live interview with Prabhash Shrestha, MS, PMP, CAE
Group Executive Vice President and Chief Digital Strategy Officer, who will share insights about how The Independent Community Bankers of America® embarked on their digital transformation project on behalf of their members and their industry.
LEARNING OBJECTIVES:

– Define what digital transformation is for their specific association context
– Understand the concept of culture patterns and how they can be roadblocks to digital transformation
– Identify seven steps they need to take to effect digital transformation in their association.

W402: Cybersecurity Assessment for an Association/Nonprofit - A Checklist for Success
2023-03-07 11:00 - 12:00 | https://zoom.us/j/96192776774
COURSE DESCRIPTION:

Small and medium sized organizations (SMBs), including nonprofits and associations, are vital since they make up more than 90% of professional organizations. After the pandemic, SMBs are facing increasing cyber threats as they are more connected today—with remote staff, members, customers and vendors. Easy availability of low-cost cyber weapons has led to a surge in phishing attempts, malware, and ransomware attacks on inadequately secured networks.

At the core of a cybersecurity strategy and program is an assessment of an organization’s risk position, but not all assessments are the same. There’s a fairly broad spectrum of types of assessments and the costs can vary considerably. Understanding what’s in the marketplace and making the right decision on selecting an assessment is fundamental to ensuring you get valuable and actionable information and don’t spend more than you have to.

This course will dive into all these areas and leave you with the information you need to make a smart assessment decision.

LEARNING OBJECTIVES:

Understand the types of security assessments available in the marketplace
Understand what an assessment framework is and which one your organization should be using
Understand why types of information should be delivered through an assessment
Understand what your organization should do with the assessment output.

M317: Business Central Reporting Alternatives
2023-03-07 13:00 - 14:00 | https://zoom.us/j/97559476812
COURSE DESCRIPTION:
Business Central offers layers of reporting options. Standard reports can be filtered for printing of virtually unlimited data sets. Report building tools provide multiple options for financial reports, customized sales, purchase and inventory reports based on customer defined row and column details. Every company likes to adjust external facing documents such as sales invoices, purchase orders and emails and Business Central give the user the ability to edit in Word and save back into BC for multiple types of documents. And then there are Excel Layouts, where a standard report can be exported, customized with pivot tables, charts, etc, saved back into BC to become an option for use at any time. Come join us as we peruse these reporting alternatives.

LEARNING OBJECTIVES:

See the versatility of standard reports
Review various report building tools for financials, sales, purchases and inventory
Understand the capability to edit external facing documents without programming
Learn how easy Excel Layouts are made and saved

Best Practices for API Development & Integration | Key Tips
2023-03-08 13:00 - 14:00 | https://zoom.us/j/91078666604
COURSE DESCRIPTION:
Integrations and APIs are common buzzwords, but what exactly do they mean and why are they important? Join the PerByte team to learn the basics of making your systems talk to each other. By the end of this session, you’ll know how to express your integration needs to your tech teams and make better system selection choices based on the integration options.

LEARNING OBJECTIVES:

Understand the basics of integrations, APIs, and terminology as a non-technical audience
Identify and express business and integration needs
Make better system selection choices based on integration options

Creating a High Performance Culture | Key Factors to Consider
2023-03-14 11:00 - 12:00 | https://zoom.us/j/94691940870
COURSE DESCRIPTION:
World-class organizations have long recognized the powerful influence their cultures have on the performance of their people, and by extension, the performance of their companies. Not surprisingly, while most organizations allow their cultures to evolve naturally, top-performing ones don’t leave this to chance. Instead, they’re amazingly intentional about how they create and drive the culture they want to have. How they do it is the topic of this webinar. This is not your standard abstract or theoretical program about the importance of creating a vision or mission statement. Rather, it’s a practical, actionable, no nonsense program designed to give participants the tools to leverage their corporate culture as a distinct competitive advantage.
While the content of this program is thought-provoking, and even inspiring, the real value is in the ability to take the concepts and immediately implement them at work. Most participants will describe this as the most practical and actionable program they’ve ever heard on how to build a high-performance culture; and every participant will leave with a specific game plan to better leverage the power of their own corporate culture.

LEARNING OBJECTIVES:

Learn the difference between a good culture and a high-performance culture
Learn why values are less important than behaviors
Learn why vision and mission statements are often a mistake
Learn critical mistakes most leaders make in defining their culture, and how to avoid them
Learn the role of ritual in sustaining a focus on culture over the long run

E-Commerce Sales Tax Laws | Navigating Changes
2023-03-14 15:00 - 16:00 | https://zoom.us/j/96035993524
COURSE DESCRIPTION:
With all the recent changes in sales tax law, companies are finding it difficult to understand how these changes will impact their business. During this session, we will review the recent changes in sales tax rules and how to plan for them within your system.

LEARNING OBJECTIVES:

– Understand the recent sales tax law changes.
– Understand how to set up sales tax within Business Central.
– Learn how to manage exemption certificates and prepare for audits.

How to Improve Member Experience for Associations: Key Tips
2023-03-15 11:00 - 12:00 | https://zoom.us/j/95423418166
COURSE DESCRIPTION:
Despite technology that helps associations take some of the labor out of communicating with members, true custom member experiences still tend to require manual effort. Join Dave Will, PropFuel CEO, in a conversation to:

LEARNING OBJECTIVES:

Understand how the member experience has changed over time, historically via phone, letter and fax, then to email, and into the current era of various forms of automation.
Identify opportunities to automate elements of your members’ experience that are needlessly still manual, from building/updating profiles to gaining a deeper understanding of individual needs.
Learn how to align member experience with member expectations.

Key Tips on Choosing the Right Software for Your Business
2023-03-16 11:00 - 12:00 | https://zoom.us/j/97722430641
COURSE DESCRIPTION:
Software for associations and nonprofits can be a complex and confusing topic. The choices seem limitless. Over the last 10 years the industry has seem the rise of platform based systems. Is that a positive or negative? What does that mean for traditional purpose drive software. The overall objective of this session is to educate the audience on the purposes and benefits of each of these types of software. What’s worked for others and what should you look and listen for when deciding for your organization.

LEARNING OBJECTIVES:

Participants will learn about the difference between platform and purpose driven software
Participants will learn the pros and cons of each type of software
Participants will learn the right questions to ask about what best for their organization

Dynamics 365 for Finance & Operations Warehousing
2023-03-16 13:00 - 14:00 | https://zoom.us/j/92163083598
COURSE DESCRIPTION:
Dynamics 365 Business Central isn’t a one-size-fits-all solution. Instead, Business Central provides numerous configuration options to enable warehouses and supply chains to manage their specific processes. What is Business Central capable of when it comes to warehouse configurations? Join this session, and we will provide an overview of warehouse configuration options and approaches in Business Central.

LEARNING OBJECTIVES:

Understand how to decide which configuration and documents make sense for you
Understand basic functionality, including inventory put-aways, picks, & movements.
Delve into advanced features, including warehouse receipts, various worksheets, bins, and the warehouse item reclassification journal.
Understand the different classes of warehouse configuration
Learn how the Location configuration options impact Warehouse Documents
Learn how to use various Warehouse Documents, such as Warehouse Shipments, Picks, and Movements

M304: Hiding in Plain Sight – The CRM Functionality You Already Have in Business Central
2023-03-21 11:00 - 12:00 | https://zoom.us/j/91596396182

Dynamics 365 Business Central Features: Best Practices
2023-03-21 13:00 - 14:00 | https://zoom.us/j/93048061113
COURSE DESCRIPTION:
Learn how you can leverage existing features in Dynamics Business Central to create reports, extract data and make changes to invoice formats or any other printed document.

LEARNING OBJECTIVES:

Learn about the new Excel Layout feature and how to leverage it for reporting.
Make cosmetic changes to existing reports and save as Word Layouts
Turn list pages into a reporting tool

How To Improve Your Event ROI: 3 Practical Strategies
2023-03-21 15:00 - 16:00 | https://zoom.us/j/94806110652
COURSE DESCRIPTION:
Are you spending thousands of dollars attending, speaking, or sponsoring an event? Hear from a panel of event experts on how to maximize your return.
Learn from seasoned trade show warriors and take away a tried and true blueprint of what you should be doing before, during, and after an event.
LEARNING OBJECTIVES:

Learn tactics for booking appointments before the conference
Learn how to devise a social media strategy that works
Learn how to use account marketing to your advantage
Learn how to follow up post-conference and become unforgettable
And more…

Attend this webinar before your next conference.
