UST Education

Future Digital Marketing Trends | Top Marketing Tactics to Implement
2021-11-16 14:00 - 15:30 (America/New_York) | Group Internet-Based
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

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

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 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.

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

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

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.

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?

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

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

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

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.

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

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

W200: Integration Platforms: A More Strategic Approach to Connecting Your Data
2021-10-05 11:00 - 12:30
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.

W212 : [DEMO] BUDGETING FOR NONPROFIT ORGANIZATIONS: LEAVE THE SPREADSHEETS BEHIND
2021-09-30 13:00 - 14:00
Spreadsheets can be a valuable tool in many regards but tend to introduce inefficiencies when utilized as the basis for the organization-wide choice of a budgeting tool. Learn how a purpose-built solution such as the Powerplan budgeting software, by Questica, brings efficiencies to your budgeting and reporting process.

DEMO SERIES WEBINARS ARE NOT OPEN TO THE VENDOR COMMUNITY

LEARNING OBJECTIVES

How the budget process is pulled together using a purpose-built software solution
Explore budget templates and data population tools
Employee budgets and allocations
Reports and data analysis

The New Netforum Cloud: Key Features of The Platform
2021-09-30 11:00 - 12:30
The New NetForum Cloud and Microsoft Azure
Microsoft Azure has become the “enterprise cloud” used by 95% of the Fortune 500 because it offers sophisticated yet risk-averse organizations (such as large companies or associations) a powerful combination of cutting-edge capabilities, security, and familiarity.
The same can be said for the new NetForum Cloud AMS – over 30 modules and nearly 20 years of Enterprise AMS functionality, now rebuilt to be cloud native on Azure and featuring Nucleus data analytics.
Join us for a fast-moving overview of how associations are using this new combination of technologies to deliver never-before-possible insights to staff, leadership, the Board – and even members!
Enterprise Cloud, Enterprise AMS, and Data Analytics for Associations – see what’s now possible at 11AM Eastern on Thursday, September 30th and receive 1.5 hours of CAE/CPE credit at no cost.

LEARNING OBJECTIVES

See what’s now possible in Member/Constituent Segmentation and Interest Clustering
Hear the benefits of Microsoft Azure for Member-Based Organizations
Understand Explicit vs Implicit Member Interest and how to rapidly capitalize
Consider 5 new Membership Metrics and the Insights they provide
Preview association technology in 2022 and beyond – platform, functionality and analytics

How to Use Data to Find a New Revenue Opportunity
2021-09-29 15:00 - 16:30
LEARNING OBJECTIVES

Understand the top 5 areas to analyze right now to find new revenue opportunities.
We will show you how to understand your sales mix and sales mix variance; Sales mix variance gives your departments full information about the expected effects on the association’s profit so they can change sales volume and mix of any product in their product line ultimately achieving more revenue with the same resources.
How to develop your own data monetization strategy; walk away with the formula and framework to build and execute a successful data monetization strategy.

Why You Should Develop a Cryptocurrency Investment Strategy for Your Business
2021-09-21 15:00 - 16:30
Cryptocurrency is built on top of Blockchain technology. This new technology has vastly improved efficiency in nearly every industry. Throughout history efficiency has always won. The technology is itself in pre adoption; although just beginning there are still businesses, organizations and governments investing millions of dollars into the technology. Join us to learn why.

LEARNING OBJECTIVES

Learn why businesses are investing in crypto and how it’s beneficial to their organizations.
Learn how to utilize blockchain technology for payment security and efficiency.
Learn how other organizations are growing their company’s treasury and reserves.

B117: B2B Cloud Commerce for the D365 Enterprise – 5 Steps to Deeper Customer Interactions & Sales Analytics
2021-09-15 13:00 - 14:30
The changing world of digital interaction requires businesses to engage their customers’ more productive way. Customers are not only looking for more information, they are also looking for superior and faster services. That’s why a digital commerce platform should not only meet your customer’s demands but operate ahead of your customer’s need.
Here are ways that B2B Digital Commerce should bring your online and offline sales processes together to creates deeper interaction with customers.

Shopping Cart Features

A shopping cart should do more than hold products. With the use of artificial intelligence, it should customize product recommendations and recognize top selling products. The customer can reorder lists and recommendations, as well as schedule orders and make credit card payments.

B2B Features

B2B features means the having the versatility of multi-branding, multi-stores, multi-catalogs, and multi-ship to capabilities. Pickups can also be scheduled, pick up and delivery (COD), and sell on payment terms.

Invoice & Statements

A B2B digital platform should offer convenient online invoices and payments, accessible from anywhere. Customer statements are also catalogued online. Invoice reminders, including late invoice reminders, are designed to keep payments on track automatically. Credit card payments and ACH payments are easily completed by the customer 24/7/365 across hosted payment pages or payment fields, in a manner which minimizes PCI compliance scope.

LEARNING OBJECTIVES

Learn what the most important elements are to an effective B2B Cloud Commerce solution
Understand how Artificial Intelligence (AI) can be used to increase sales order size in a B2B eCommerce environment
Understand how automation is used to streamline cash receipts for sales orders and outstanding invoices, including management of outstanding Accounts Receivable with minimal labor effort.
See examples of how other B2B enterprises have effectively implemented the critical success elements mentioned above.

B116: The War for Talent: How to Recruit and Retain the Right People
2021-08-24 11:00 - 12:30
Does your recruitment strategy fit your corporate strategy?
But do you have Strategy, or tactics?
If you have strategy, is winning based on Differentiation or Transactional styles
Why? These are 2 different attitudes
Finally, are you hiring on this attitude and behavior, or just resumes
How to attract and align your talent – Compelling Sagas
How to fit talent into appropriate levels – Dr. Elliott Jaques work
How to get the most out of Talent – Gaining speed by destroying Evil
Review of the Samurai models.
If time:
How to inculcate our new hires into your culture
What Initiation Rituals do you use?
How to align your culture with your strategy
How to Adapt in an age of disruption

LEARNING OBJECTIVES

How to attract and align your talent – Compelling Sagas
How to fit talent into appropriate levels – Dr. Elliott Jaques work
How to get the most out of Talent – Gaining speed by destroying Evil

B113: Meta Trends and the Next Economy-See the Future More Accurately
2021-08-05 15:00 - 16:30
Meta-Trends and the Next Economy utilizes demographics to forecast the health of every economy/industry in the world. Meta-Trends allows you to know the knowable future i.e. Know which businesses should you start today, Know which industries will survive and thrive in the next 15 years, Know which areas of the economy are worth investing resources in, Know future government trends from a threat perspective, Know why past trends happened and were actually predictable The future breaks down into threats and opportunities. Meta-Trends motivates you to plan better so that you don’t just survive, you thrive in the next 15 years. Change is happening so rapidly in society that the need for reliable forecasts is paramount. It turns out that demographics are the single most powerful ingredient in forecasting what the future will look like. Meta-Trends and the Next Economy, will answer the question: “What will the next five to fifteen years look like?”

LEARNING OBJECTIVES

Tactical strategies to improve your net worth (and for your members and constituents), and the motivation to do so today.
How to protect the health of your Association in the next economy.
What are the prospects for the industry you serve and your members in the next 15 years.

B114: B2B Cloud Commerce for the D365 enterprise — 5 steps to deeper customer interaction & sales analytics
2021-07-21 11:00 - 12:30

B115: PCI Workshop for B2B and B2G enterprise organizations
2021-07-08 11:00 - 12:30
Did you know that PCI Compliance starts with your finance team?
In this course you will learn best practices of organizations in implementing PCI Compliance. The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve. Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment. Finally we review the Self-Assessment-Questionnaire (SAQ), and what you should know about it.

LEARNING OBJECTIVES

Gain an overview of the PCI Compliance Requirements
Learn 9 practical tips to achieve a more secure payment environment
Understand what are the annual SAQ requirements

B108: 7 Reasons Your Business Needs Data Recovery and Backup
2021-06-15 11:00 - 12:30
How can you shift from a traditional cyber security approach to an approach that will mitigate today’s risks?
The many cyber attacks and data breaches worldwide show that these incidents are becoming more intense, are on the rise, and the environment has become much more complex to secure.
Many of the current security methods, tools, and techniques used by businesses to secure their environment and protect their brand have been effective so far, but attacks are now coming from all directions. Hackers, hacktivists, cyber criminals, nation states, and insiders (like employees) are all pounding security protocols to find a weak spot to get in.
Knowing that data streams in from various entry points, organizations that still differentiate between internal and perimeter security should urgently reconsider their security approach—specifically the roll of digital assets (i.e., domains, domain name system (DNS), and digital certificates)—in enabling the day-to-day successful operation of their business.

LEARNING OBJECTIVES

Digital Assets Management Best Practices (Core Domain Name Portfolio – Defensive Portfolio – Consumer Grade vs Enterprise Security)
Alignment of domain names portfolio and infringement landscape.
How to protect your organization and end users online.

N112: Best Budgeting Practices - Beginning to End
2021-06-03 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

B111: Artificial Intelligence (AI) & Business Process Automation for SMBS
2021-05-25 15:00 - 16:30
Working remotely has exposed critical gaps and inefficiencies in the way we work. But it has also provided a unique opportunity to innovate and transform your organization’s processes and operations – particularly to eliminate frustration or roadblocks.
We’ll move past the buzzwords and share how automated processes and workflows, digital forms, virtual agents, and chatbots can streamline operations, increase productivity, and drive efficiency across your organization.

LEARNING OBJECTIVES

Why automation is more important an ever in today’s remote work environment.
The different types of automation including robotic process automation (RPA), business process automation (BPA) with workflows, and customer service automation with virtual agents and chatbots – and how they work.
How AI and machine learning fit in.
When to use low code technologies versus a professional developer.
Real-world scenarios.
Tips for getting started – and why planning is key to success.
Best practices for your automation journey including governance, security, and adoption.

N105: 2 NetSuite Automations That Will Immediately Improve the Productivity of Your Remote Workforce
2021-05-18 15:00 - 16:30
Part 1: Now more than ever before, getting important emails into NetSuite for full 360-degree visibility is CRITICAL. CloudExtend already makes that easy. Our latest feature, Autopilot, will make email syncing even easier by eliminating the manual work that was required before, saving valuable time.
Autopilot enables Outlook users to put an email thread on “autopilot” — once you attach the email to a NetSuite record, all subsequent emails in the same thread will automatically be attached to the same set of records.
Part 2: What if your finance and accounting team could manage NetSuite data without ever leaving Excel? You could increase data visibility across your organization. You could transform time consuming and repetitive tasks into more efficient processes to save significant time and resources, especially during month end.

LEARNING OBJECTIVES

What is Autopilot and How can I get it?
Live demo of Autopilot for Outlook
Creating/updating large journal entries
Creating/editing invoices in bulk
Uploading/tracking vendor bills
Demo and overview of CloudExtend Excel for NetSuite

N109: The Future of EPM - Enabling World-Class Performance Management
2021-04-28 15:00 - 16:30
There are many EPM (Enterprise Performance Management) software solution options available today, but which one is right for your organization? Some things to keep in mind when evaluating EPM solutions include integration capabilities, functionality, scalability, delivery mode, usability, accessibility, reliability and support. Join us as we provide insight into the different options, how best to decide what functionality is important for your organization, and which tools are going to provide the best solution to meet your needs.

LEARNING OBJECTIVES

Best practices for evaluating EPM options
Understanding what functionality is important
A look at the future of EPM and choosing a solution for your organization

B101: Government Contracting: NAV-Business Central & Power BI for DCAA Compliance
2021-04-27 11:00 - 12:30
