UST Education

30 AI Tools in 60 Minutes
2026-01-06 13:00 - 14:00 (America/New_York) | 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.

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.

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.

The Best of the Best: Brand Strategies in Action
2026-01-27 13:00 - 14:00 | zoom.us/j/95677431816
Course Description:
Even the best associations sometimes struggle to communicate their true value. In this session, we’ll roll up our sleeves and put proven brand frameworks into action. Using real-world examples from association “Join” pages, we’ll explore how StoryBrand, Jobs to Be Done, and other strategy models can transform messaging from informative to irresistible. You’ll see how small, intentional shifts—clarifying your narrative, tapping into behavioral insights, and leveraging AI tools—can dramatically change how members connect, engage, and decide to act. Expect an energizing, practical, and occasionally provocative hour designed to challenge your assumptions and equip you with techniques you can apply the very next day.

Learning Objectives:
By the end of this session, participants will be able to:
Compare four proven brand frameworks—StoryBrand, Jobs to Be Done, And–But–Therefore, and Behavioral Design—and identify when each is most effective for association marketing.
Apply these frameworks to strengthen clarity, emotional connection, and conversion across member and stakeholder communications.
Translate member motivations (“what job they hire the association to do”) into messages that resonate and inspire action.
Use behavioral insights to refine calls to action and reduce friction in member engagement.
Explore how AI tools can support faster idea generation and message testing while maintaining authenticity and strategic intent.

Strategic Foresight Without the Fatigue: Leading the Future While Surviving the Present (In Partnership with the Association Transformation Podcast)
2026-01-28 11:00 - 12:00
Course Description:
A Live and Exclusive UST Webinar Recorded as a One-Time Special Episode of the Association Transformation Podcast.
Employing strategic foresight empowers the imagination. It helps leaders shape priorities, explore new markets, identify opportunities, and develop their teams. In today’s increasingly competitive and uncertain environment, it’s a vital leadership capability. The challenge? It’s utterly exhausting.
Leaders are expected to predict the future, inspire the present, reassure their boards, and still keep the wheels turning. “Vision,” “ambition,” and “foresight” can feel like code for “we’re not sure yet.” Innovation fatigue is real, and the pressure to stay permanently “ahead of the curve” can overshadow an important truth: delivering business-as-usual brilliantly is what builds trust, credibility, and member value.
This upbeat, one-hour session — delivered in an engaging, podcast-style conversation — cuts through the noise. We reclaim strategic foresight as a practical, human, and usable leadership skill, not another draining buzzword. Perfectly timed for the moment when ambitious resolutions collide with real-world capacity, the session helps leaders balance operational excellence with long-term thinking in ways that actually work.
Participants can expect relatable honesty, lively discussion, and practical takeaways they can immediately apply. We’ll explore how to integrate long-term thinking into day-to-day leadership, manage board expectations without theatrics, and celebrate the nobility of the “day job” while still keeping an intelligent eye on what’s ahead.
If you want foresight that helps rather than hurts, inspires rather than intimidates, and strengthens leadership without costing sanity — this session is for you.

Learning Objectives:
Develop a realistic foresight practice that fits real-world capacity. Simple, sustainable methods for scanning the horizon and identifying signals of change — without launching another initiative, overwhelming staff, or hiring a futurist. Learn how to build strategic awareness into work you’re already doing.
Apply language to defend operational excellence while advancing strategic priorities. Practical scripts and frameworks for managing board expectations around “innovation” and “vision” without overpromising, underdelivering, or apologizing for the essential work that keeps your organization credible and solvent.
Evaluate when “strategic enough” is strategically appropriate: Tools for distinguishing between foresight that genuinely serves your organization and performative future-gazing that drains time, energy, and resources. Understand when “good enough” is actually strategic brilliance.

Integrate long-term thinking: Specific tactics for weaving foresight into board agendas, team conversations, and decision-making processes without creating parallel workstreams or exhausting your leadership team with separate “strategy work.”

Redefining Member Value Through Personalized Experiences
2026-01-28 13:00 - 14:00 | zoom.us/j/92564619585
Course Description:
In an era where members compare their association experience to Netflix and Amazon, generic experiences are no longer enough. This session explores how AI-powered personalization is redefining what members consider valuable in their membership—and how your association can deliver it without straining limited resources. You’ll learn why personalization has become the new baseline for member expectations, see real-world examples of associations achieving success through AI-driven initiatives, and discover a practical roadmap for implementing personalized experiences that drive measurable improvements in engagement, retention, and non-dues revenue. Whether you’re struggling with declining open rates, facing pressure to demonstrate member value, or simply looking to work smarter rather than harder, this session provides actionable strategies and tools you can implement immediately to transform how your members experience.

Learning Objectives:
Analyze evolving member expectations and explain how personalization influences engagement, retention, and competitive positioning for associations in 2026.
Evaluate how AI-powered personalization enables scalable, individual-level member experiences without increasing staff workload or operational complexity.
Design a phased implementation roadmap for personalized communications, including content strategy, data readiness, deployment, and optimization.
Measure the business impact of personalization initiatives by applying engagement, retention, efficiency, and revenue metrics to demonstrate ROI.
Interpret personalization analytics to uncover member preferences and behaviors that inform broader organizational strategy beyond communications.

Jeopardy! Style Association Ethics Showdown: Test Your Knowledge and Win!
2026-01-29 13:00 - 14:00 | zoom.us/j/96344978086
Course Description:
Join us for a dynamic and interactive ethics session that flips traditional discussions on their head! Using fun and engaging Jeopardy! ™-style quiz format, you will dive into some real-world and some created scenarios and assess your ethical reasoning in categories like “(Bored) of Ethics,” “The Ethical CEO,” “Ethical IP,” and “Is (IT) Ethical?” Whether you are a seasoned executive, a new
Manager, or someone enthusiastic about understanding ethical challenges, this session is designed to sharpen your decision-making skills.
You will “compete” against your peers to determine whether certain behaviors are ethical or not—and, more importantly, why. By engaging in fast-paced, real-life, and created scenarios, you will explore the rationale behind ethical decision-making, while having a chance to win some (fake) cash.
This is not your average ethics workshop. Expect a fun, interactive experience that will leave you better equipped to manage the complex ethical dilemmas of today’s professional landscape. Plus, who does not like the chance to win while learning?

Learning Objectives:
Analyze behaviors in diverse scenarios to determine alignment with ethical principles and articulate reasoning behind decisions.
Apply game-based learning techniques to enhance understanding and retention of complex ethical topics.
Evaluate real-world organizational and leadership situations through ethical frameworks to inform responsible decision-making.

How to Build a Podcast to Foster Trust and Engagement Within a Professional Community - Part 1: The Foundation of a Great Podcast
2026-02-03 11:00 - 12:00 | zoom.us/j/97792500362
Course Description:
Starting a podcast can feel overwhelming, but it doesn’t have to be. In this session, you’ll learn how to lay a strong foundation—from identifying your audience and defining your niche to choosing the right tools and setting up your content structure. Whether you’re just getting started or still in the idea phase, this webinar will help you approach podcasting with clarity and confidence.

Learning Objectives:
Define a target audience and niche for a podcast.
Select the basic equipment and tools necessary to begin recording.
Develop a content format and structure that supports long-term planning.
Identify common pitfalls to avoid when launching a new podcast.

Turning Chaos Into Opportunity: Staffing Strategies for Associations in a Shifting Labor Market
2026-02-03 13:00 - 14:00 | zoom.us/j/94851267726
Course Description:
The labor market is changing rapidly—layoffs, government shutdowns, and AI-driven hiring are creating both challenges and opportunities for associations. In this webinar, you’ll learn how to turn staffing chaos into a strategic advantage. Discover how to streamline resume review, leverage technology effectively, and bring in flexible talent exactly when and where you need it. Walk away with practical strategies to keep your organization nimble, make smarter hiring decisions, and thrive in today’s evolving workforce.

Learning Objectives:
Apply strategies to efficiently manage large volumes of resumes and leverage technology without losing the human touch.
Evaluate when and how to use part-time, project-based, or contract talent to fill critical roles.
Develop actionable approaches to navigate workforce volatility and make strategic staffing decisions that support organizational growth.

Be AI-Gile: Reimagining Association Education for the Future of Work
2026-02-05 11:00 - 12:00 | zoom.us/j/91696573985
Course Description:
Association education has never carried more weight—or more complexity. Workforce Pell, short-form credentials, rapid tech shifts, and new higher-ed partnerships are reshaping what members expect from learning, while AI and automation are moving us from “one-and-done” courses toward continuous, real-time capability building. In this session, we’ll use the Be AI-gile framework—Observe the Chaos, Start Light / Move Fast, Act with Intention, Reflect & Reframe—to re-think what association education can (and should) be in the next decade, focusing less on a long list of AI applications and more on strategy and structure: how to use emerging tools and partnerships to create learning that sticks, supports the future of work, and positions your association as a true talent-development engine.

Learning Objectives:
Identify at least three major trends (technology, policy, workforce, and/or higher education) that are reshaping association education and credentialing.
Apply the four-step Be AI-gile framework to analyze an existing education offering and reframe it as a more agile, real-time learning experience.
Differentiate between “event-based” education and “capability-building” ecosystems, and outline how their association can shift toward the latter.
Evaluate potential strategies to leverage Workforce Pell, higher-ed partnerships, and employer collaborations to extend the reach and impact of their learning portfolio.

Citizen AI Builder: Creating and Launching Your First Copilot Studio Agent
2026-02-05 13:00 - 14:00 | https://usteducation.org/event/citizen-ai-builder-creating-and-launching-your-first-copilot-studio-agent-free-cpe-credit-free-cae-credit/
Course Description:
Discover how to become a Citizen AI Developer by leveraging Copilot Studio without complex coding. This presentation focuses on the core features of the platform, including generative AI authoring and connecting to organizational knowledge. We will walk through the entire lifecycle of an agent, from initial design and testing to the key configuration steps required to successfully deploy the agent as an accessible application within a Microsoft Teams channel or group chat. Attendees will leave with a clear roadmap for creating and distributing their own customized internal agents.

Learning Objectives:
Design the Conversation: Learn to define and structure the agent’s core purpose and conversational Topics using the low-code interface.
Integrate Organizational Knowledge: Understand how to connect the agent to your enterprise data sources to enable accurate, grounded responses.
Test and Validate: Master the built-in testing tools to ensure the agent’s logic and responses meet business needs before deployment.
Publish to Teams: Execute the final steps to configure the Teams channel and deploy the agent for immediate use by a specific Teams group.

Ethical AI in Action: Harnessing Artificial Intelligence Responsibly
2026-02-10 13:00 - 14:00 | zoom.us/j/99994150104
Course Description:
In this session, we will dive into how artificial intelligence (AI) presents both powerful opportunities and significant ethical challenges when deployed in the real world. Drawing from the insights in the Fíonta article, we’ll explore how AI isn’t just a futuristic “take-over” scenario, but rather a tool whose impact is shaped by the humans who build, deploy, and govern it. We’ll examine three core ethical fault-lines — bias encoded in data, decisions made by “black-box” models without explainability, and the dark side of large-scale data analytics infringing on personal privacy. Then, we’ll shift into the positive side: how organizations can harness AI for good by embedding human judgement, designing for transparency, testing carefully, and aligning AI systems with values and mission. Participants will leave with concrete take-aways to assess their own AI initiatives and steer them towards responsible, human-centred use.

Learning Objectives:
Recognize the key ethical risks posed by AI systems — including bias, lack of transparency/explainability, and invasions of privacy.
Assess whether an AI deployment is aligned with human-centred values and organizational goals, and identify early warning signs when it is not.
Apply a practical framework for testing, evaluating, and monitoring AI systems for fairness, accountability and transparency.
Develop strategies for integrating human oversight and judgement into AI workflows — making sure that “smart computers” and “smart people” act in tandem.
Explore opportunities where AI can be used ethically and responsibly to advance mission-driven outcomes, rather than inadvertently causing harm.

How to Build a Podcast to Foster Trust and Engagement Within a Professional Community - Part 2: Crafting Content that Builds Trust
2026-02-11 13:00 - 14:00 | zoom.us/j/99894706412
Course Description:
What separates a good podcast from a great one? Trust. In this session, you’ll discover how to craft content that connects with your audience and builds credibility within your professional community. From storytelling techniques to interview strategies, we’ll explore how to deliver value while staying authentic and engaging.

Learning Objectives:
By the end of this webinar, participants will be able to:
Apply storytelling principles to enhance podcast content.
Plan and prepare meaningful episodes that align with their mission.
Select and interview guests who bring value and diverse perspectives.
Build credibility and emotional connection with listeners.

From Training to Certification: Designing Seamless Pathways for Lifelong Learning
2026-02-11 13:00 - 14:00 | zoom.us/j/96600135320
Course Description:
In a crowded marketplace where professional development options are expanding rapidly, how do you ensure your training and certification programs stand out—and stay relevant?

Join us for an interactive one-hour session designed for learning and development leaders, credentialing professionals, and instructional designers. This webinar will dive deep into the latest trends, technologies, and shifting workforce expectations that are reshaping the lifelong learning landscape.

The panel will share insights from the front lines, bust persistent myths, and offer actionable strategies for designing training-to-certification pathways that not only attract new learners across generations—but also drive lasting industry impact and financial sustainability.

Whether you’re refining an existing program or building a new credential from the ground up, this session will equip you with the perspective and tools needed to make smart, strategic moves in today’s evolving market.

Learning Objectives:
Identify key trends and technologies reshaping the professional development and certification landscape.
Debunk common myths about training and certification that may be limiting program growth or innovation.
Differentiate generational preferences and values to more effectively design, market, and deliver programs.
Evaluate strategic approaches to attract new audiences while ensuring the financial sustainability and relevance of offerings.
Align program design with workforce expectations to enhance value, impact, and long-term learner engagement.

Navigating the Multi-Generational Workforce
2026-02-12 13:00 - 14:00 | zoom.us/j/93512301840
Course Description:
This session explores how today’s multigenerational workforce—shaped by rapid innovation, expanding information, and shifting expectations—creates both challenges and opportunities. Participants will learn practical strategies to leverage the strengths of each generation through bi-directional mentorship, improved knowledge transfer, and simple cultural and operational shifts. The webinar provides actionable tools to enhance collaboration, reduce friction, and unlock unrealized value within any team.

Learning Objectives:
Explain the dynamics of today’s multigenerational workforce
Analyze how rapid innovation and information growth shape generational differences
Identify productivity opportunities through knowledge and skill exchange
Evaluate how mentorship—traditional and reverse—drives organizational value
Apply cultural and operational strategies to strengthen generational collaboration
Adopt a broader, more modern view of employee compensation and value

How to Build a Podcast to Foster Trust and Engagement Within a Professional Community - Part 3: Growing Your Audience and Engagement
2026-02-17 11:00 - 12:00 | zoom.us/j/96094088813
Course Description:
You’ve launched your podcast—now what? This session dives into the marketing and engagement strategies that help podcasts grow and thrive. Learn how to promote your episodes, build a loyal audience, and encourage interaction across platforms. Whether you’re looking to expand your reach or deepen your listener relationships, this session has the tools to help.

Learning Objectives:
Implement effective strategies for promoting a podcast across channels.
Create an engagement plan to encourage listener interaction and feedback.
Use collaboration and guest features to grow audience reach.
Develop a content calendar that supports consistency and growth.

Developing Member & Volunteer Roadmaps for Your Association
2026-02-17 13:00 - 14:00 | zoom.us/j/97268115514
Course Description:
This webinar explores how associations can build effective member and volunteer roadmaps to strengthen engagement, retention, and leadership development. Using research-backed onboarding strategies and real case studies, participants will learn how to create personalized touchpoints, guide members into meaningful involvement, and measure engagement through actionable metrics. Attendees will leave with practical steps to improve new member onboarding and support volunteer growth.

Learning Objectives:
Identify the core components of an effective member onboarding roadmap and explain how structured touchpoints in the first 12–18 months improve engagement and retention.
Analyze data-driven onboarding and renewal case studies to evaluate which member engagement tactics can be applied within your own association.
Design a draft member and volunteer roadmap that outlines clear pathways from new member onboarding to volunteer leadership development.

Why ERP- First eCommerce Outperforms Mainstream Platforms Like Shopify, Magento, and BigCommerce
2026-02-18 13:00 - 14:00 | zoom.us/j/98116528503
This event is eligible for CPE Credit only~

Course Description:
Mainstream platforms like Shopify were not built for ERP-driven businesses. That is why companies relying on ERP systems often face costly inefficiencies, manual workarounds, and integration issues.
In this session, we will explore why ERP-First eCommerce is not just a better fit, but it is a smarter long-term strategy for manufacturers, distributors, and B2B/B2C companies using Microsoft Dynamics 365 Business Central. You will learn how ERP-integrated solutions streamline operations, reduce costs, and improve the customer experience through a purpose-built approach.
If you are dealing with sync issues, data silos, or disconnected customer portals, this session will help you see a better way forward.

Learning Objectives:
Understand why mainstream platforms fall short for ERP-driven businesses.
Learn how ERP-First eCommerce eliminates manual processes and costly integrations by keeping your ERP as the operational core.
See how manufacturers, distributors, and B2B/B2C companies use ERP-integrated solutions to deliver real-time accuracy across pricing, inventory, and orders.
Discover how a unified ERP-connected platform improves customer experience through self-service portals and automated workflows.
Gain a framework for evaluating whether ERP-First eCommerce is the right long-term digital strategy for your business.

Webinar Series: How to Build/Develop a Podcast to Foster Trust and Engagement Within a Professional Community - Part 4: Sustaining Success and Evolving With Your Audience
2026-02-24 11:00 - 12:00 | zoom.us/j/92412045010
Course Description:
Success in podcasting isn’t just about launching—it’s about staying relevant and connected. In this session, we’ll explore how to sustain momentum, evolve your content, and grow your podcast alongside your audience. You’ll learn practical strategies for staying inspired, adapting your show to meet changing needs, and turning your podcast into a long-term community asset.

Learning Objectives:
Apply strategies to maintain content quality and consistency over time.
Use audience feedback to improve and evolve podcast content.
Identify opportunities to extend podcast engagement beyond episodes.
Create a long-term plan that aligns with both personal goals and audience interests.

Survey Says! Vendor Relationships Healthy and Positive
2026-02-24 13:00 - 14:00 | zoom.us/j/95021865404
Course Description:
But why? Join this session as we dive into the results of the 2024 and 2025 Vendor Engagement Survey. We’ll explore the sentiments and predictions of association executives and event planners—what’s driving strong vendor partnerships, how organizations are maintaining engagement and generating new sales, and what offerings are making the biggest impact.
We’ll take an honest look at where sales are declining. While it’s important to celebrate what’s working, it’s just as valuable to commiserate and learn from what isn’t. This survey is designed to do exactly that—providing clear guideposts on what’s working across the industry and where there’s room to improve.

Learning Objectives:
Analyze what’s working in vendor partnerships today
Evaluate which strategies, offerings, and engagement tactics associations and event planners are using to drive strong relationships and new sales.
Identify emerging trends and areas of decline
Apply insights to current sentiments, predictions, and where vendor sales and engagement are decreasing—so you can adapt before small issues become bigger challenges.
Apply industry insights to improve your own partnerships
Walk away with practical guideposts from the 2024 and 2025 survey data to strengthen engagement, optimize offerings, and make more informed partnership decisions.
