UST Education

The Importance of Conscious Leadership for Organizations
2023-04-06 13:00 - 14:00 (America/New_York) | https://zoom.us/j/95086146064
COURSE DESCRIPTION:
Today’s complex business environment demands radically different leadership. More than ever, employees crave deep connection, clear purpose, radical trust, and emotional safety. Your greatest leadership impact lies in the opportunity to elevate your leadership consciousness. Be the leader your employees deserve. Be the leader that re-defines excellence in your organization, and in your industry.

LEARNING OBJECTIVES:

– What conscious leadership is and why its time has finally arrived.
– How to connect with and awaken your conscious leader through the i5 Conscious Leadership pillars: Intention, Identity, Integrity, Insight, and Inspiration.
– How to leverage your conscious leadership skills to engage your people, elevate their commitment to your organization, and achieve measurable increased employee engagement & commitment, and organizational growth.

PCI Compliance – UST Education Series
2023-04-05 13:00 - 14:00 | https://zoom.us/j/96960262620
COURSE DESCRIPTION:
Did you know that PCI Compliance starts with your finance team. In this course you will learn best practices of Associations and non profit organizations in for 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

What is the Cost of Bad Data: Key Considerations
2023-04-04 13:00 - 14:00 | https://zoom.us/j/95271531432
COURSE DESCRIPTION:
It’s no question that dirty, outdated, and inaccurate data is a common challenge significantly impacting associations. As a result, it’s time to quantify how much dirty data is truly costing organizations. While data cleanup is a very time-consuming and tedious task, its prioritization is a necessity when collecting large amounts of data and investing substantial funding into your technology stacks. Join Brittany Carter and Sidney Galati as they break down the following:

LEARNING OBJECTIVES:

– What data hygiene is and why it’s important
– The costs of dirty data to you and your organization
– How to calculate your organization’s direct financial costs

Customer Feedback Examples: How to Receive Feedback
2023-04-04 11:00 - 12:00 | https://zoom.us/j/93482904011
COURSE DESCRIPTION:
Major League Baseball has instituted a few new rules for the 2023 season. This effort was actually several years in the making and is designed to both speed up the pace of play and to make the games more entertaining. We’ll look at what went into the research and how these changes are preserving the integrity of the game and making MLB more fan-friendly at the same time. What does this have to do with associations? The simple answer is everything. Join us for a highly interactive session regarding these lessons for associations that even non-baseball fans will learn from.

LEARNING OBJECTIVES:

Learn how to listen to your members, sponsors, and partners to create products, programs, and services that resonate with newer audiences and younger demographics.
Learn how to test possibilities and make small, incremental changes to grow your association and its reach.
Learn how to thoughtfully change the rules of the game to better align your association with its mission and vision.

Business Central Versions: Which is Right for Me?
2023-03-30 13:00 - 14:00 | https://zoom.us/j/94978181224
COURSE DESCRIPTION:
Most people may not be able to tell the differences between the Online and On-Premises version of Business Central. Can you? While it is essentially the same product, it is far from identical. If you are a Business Central Consultant, a CIO or an IT Administrator, you have the important responsibility of guiding a business towards making the right choice between online and On-Premises and it starts with knowing what is different about each version and the impact of these differences. With each new release, the differences change – whether it is in the application area, the platform, or the licensing. Make sure you are armed with the most current knowledge and not just something you heard from a friend or read on the internet. This session is updated with the latest information to reflect all the changes made through Business Central 2022 Release Wave 2, with a brief nod to changes slated for 2023 Release Wave 1 coming this April.

LEARNING OBJECTIVES:

* Differences in Licensing
* Differences in Administration
* Differences in User Experience and Availability

Microsoft Dynamics GP vs. D365 Business Central Visions
2023-03-30 11:00 - 12:00 | https://zoom.us/j/91588116983
COURSE DESCRIPTION:
An overview of differences and similarities between Dynamics GP and Business Central (BC) functionality that affects how accounting users work.

LEARNING OBJECTIVES:

Understand the advantages of Dimensions in BC over segmented GL Accounts in GP
Learn why Posting Groups are preferred by auditors but may disappoint a few users
See why Customer, Vendor, Item and Employee Templates are almost as good as Classes
Uncover the power of the BC General Journal that GP can never match
Learn why BC is in a better position to meet the needs of a global economy

Servant Leadership Training: Skills of Servant Leadership
2023-03-29 13:00 - 14:00 | https://zoom.us/j/92079866082
COURSE DESCRIPTION:
Servant Leadership is a follower focused leadership philosophy that supports follower development. In this session, doctoral candidate Austin Campbell will provide an overview of the central ethos and skills of Servant Leadership. He will discuss the typical skills identified as Servant Leadership and how they interplay with one another via different scenarios. Participants can expect to leave the session with a broader understanding of Servant Leadership and whether or not this methodology is correct for them.

LEARNING OBJECTIVES:

– Learn to differentiate between leadership and management
– Understand the central core of Servant Leadership and how it differs from other leadership styles and methods
– Learn how the identified 16 skills support the central ethos of Servant Leadership

Best Practices for a Software Integration: Key Considerations
2023-03-28 13:00 - 14:00 | https://zoom.us/j/91033575984
COURSE DESCRIPTION:
Many associations are adopting the software ecosystem approach. Instead of using one piece of software to do everything, they use multiple pieces of software that each do a small set of tasks very well. But all this software must be connected to get the maximum benefit from this approach. And here’s where integrations come in. Integrations are the glue that allows data to flow between systems, and they’re a new topic for many associations.
Wicket plays right in the center of the integration space. We’ve worked with many associations across hundreds of integrations and have learned much about what works and what does not. In this session, we’ll help you find and get the most out of the integrations you need at your association.

LEARNING OBJECTIVES:

– Understanding the importance of integrations and their role in your software ecosystem.
– Key things to consider when selecting software to make sure you’ll be able to integrate.
– How to incorporate integrations into your ecosystem and what’s required of you once they’re up and running.

Adventure Leadership: Key Leadership Principles from Expeditions
2023-03-28 11:00 - 12:00 | https://zoom.us/j/95084165491
COURSE DESCRIPTION:
Join Don Schmincke as he dives into his book and new approach to leadership development, based on ground-breaking scientific research, field-tested under the most brutal conditions on the most difficult summits, and successfully applied in the training of executives, management teams and entrepreneurs throughout the world. We will review core lessons and approaches from three points of view. First, key leadership principle learned from expeditions in the Himalayas and Andes. Then we will bring these lessons to the world of business, with examples from experiences in coaching entrepreneurs and business management teams. Finally, we will take a look at the science behind these winning strategies, exploring these principles at their fundamental level.
We will also go over key points as a summarized, plan-of-attack blueprint that will help the you master the courage and skill to approach leadership from a practical perspective, overcome persistent barriers to performance, understand the source of dysfunctional behaviors that plague organizations and learn how to overcome and redirect them into productive results, understand why chronic management problems exist, where and why they originate and what to do about them, enrich profits, markets and organizational culture.
More information on Don can be found here.

LEARNING OBJECTIVES:

Learn key leadership principle learned from expeditions in the Himalayas and Andes.
Learn how to bring these lessons to the world of business, with examples from their experiences in coaching entrepreneurs and business management teams.
Learn at the science behind these winning strategies, exploring these principles at their fundamental level.

S403: Spring Symposium: CFO Panel Discussion -- Future Proofing the Office of the Association/Non-profit CFO
2023-03-23 13:00 - 14:00 | https://zoom.us/j/93829906496
COURSE DESCRIPTION:
According to the 2020 Global CEO Survey conducted by PwC, a shocking 40 percent of respondent CEOs believe their companies will no longer be economically viable after ten years if they continue with their current strategies. A stark reminder that in this rapidly advancing digital age, organizations must strive for change and transformation if they wish to survive the coming decade. The survey suggests that a multi-dimensional approach is required; one that focuses on automation and innovation while rethinking and refining business models, operations, and customer experiences. Clearly, only those who recognize their need to evolve and adapt to external factors will be able to maintain their vitality in the long run.
“Future proofing the office of the CFO” recognizes the reality that the role of the CFO has drastically evolved over the years, and will continue to do so in the future. CFOs are now seen as the CEO’s strategic business partner, equipped with an understanding not only of the company’s budget but also the economics of trends occurring in their field, giving them unique insight and enabling them to create business value and fuel transformation.
Today’s CFO is just as much the organization’s Chief Transformation and Risk Officer, as it is evident that their abilities go far beyond merely crunching numbers. With this newfound responsibility bestowed upon them, CFOs have become increasingly important figures in leading their organization towards successful transformations.
In this panel discussion, you will learn how 3 CFOs of leading Associations/Nonprofits are working towards future-proofing their role and their organization.
LEARNING OBJECTIVES:

Learn about the evolving role of the CFO in transforming the organizations that they help to lead.
Gain insight into how CFO’s are focusing on automation and innovation
Learn how CFOs are functioning as the Chief Transformation and Chief Risk Officer of the organization.

You can also join us IN-PERSON in Washington, D.C! (for Associations & Nonprofit Professionals)

Thursday, March 23, 2023
10:00 AM – 2:00 PM @Bernstein Private Wealth Management

800 Connecticut Ave NW, Washington, DC 20006

Registration: $25 (includes 4 sessions, lunch & Happy Hour) You will be invoiced after registration.
Up to 3 CPE/CAE Credits

S402: Spring Symposium: Building an Effective Audit Committee
2023-03-23 11:15 - 12:15 | https://zoom.us/j/93829906496
COURSE DESCRIPTION:
An effective audit committee can be an exempt organization’s leaders best friend. As the number and intensity of risks faced by exempt organizations grow so does the responsibilities and stress of senior leadership. Let us have our audit committees come beside leaders to create a strategic team. The audit committee can be staffed with members who have varying experience and knowledge to address the growing risks. In this course, we will discuss how to build and use the audit committee to protect and strengthen exempt organizations.

LEARNING OBJECTIVES:

– Learn who should be on the committee.
– Learn how to develop an audit committee charter.
– Identify methods to assess risks.
– Find ways to engage the audit committee.

You can also join us IN-PERSON in Washington, D.C! (for Associations & Nonprofit Professionals)

Thursday, March 23, 2023
10:00 AM – 2:00 PM @Bernstein Private Wealth Management

800 Connecticut Ave NW, Washington, DC 20006

Registration: $25 (includes 4 sessions, lunch & Happy Hour) You will be invoiced after registration.
Up to 3 CPE/CAE Credits

SPRING SYMPOSIUM, Washington D.C. (In-person)
2023-03-23 10:00 - 14:00
IN-PERSON (FOCUS: Management | Accounting | Finance)
Association Professionals, join us in Washington, D.C. for an in-person one day only event!

-Thursday, March 23, 2023
-10:00 AM – 2:00 PM
-800 Connecticut Ave NW, Washington, DC 20006 (Bernstein Private Wealth Management)
-Registration: No charge. Lunch will be provided.
-Up to 3 CPE/CAE Credits

Session Details
Session 1: Economic Outlook: Recession 2023? Two (2) Perspectives to Help You With Budget and Scenario Planning for Your Association/Nonprofit
10:00 AM – 11:00 AM
Instructors: Travis A. Allen, Senior Investment Strategist, National Managing Director at Alliance Bernstein and Santiago Alfredo Guzman, Head of Middle Market FI Sales at Santander Bank, N.A.
COURSE DESCRIPTION:
With the world emerging from pandemic-inflicted economic shock and continuing geopolitical turmoil, the future economic outlook of business and industry in 2023 has yet to be determined. Though economists remain divided on whether a recession will occur in the year 2023, most expect that 2023 will not be a strong year for growth. Companies may experience short-term setbacks but long-term strategies should focus on smart investments, adaptive strategies, agile operations and increased labor productivity.
In this session, the participant will gain insights from two (2) different perspectives on the Economic Outlook. Consider these different perspectives, and use those insights to help you in your budget and financial scenario planning for your Association/Nonprofit organization.
Two perspectives from:
Alliance Bernstein: After a year [2022] full of surprises, we look ahead to 2023 prepared for even more. The two “shuns”—inflation and, increasingly, recession—form the heart of our questions for the global economy and markets next year. What path will they take? And, if they do take the world by surprise, which direction seems likeliest?
Santander Bank: Growth and inflation will still be causes for concern next year; but markets are already showing signs of a comeback. We expect that confirmation of peak inflation in Q1 2023 may lead to a pause in interest rate hikes by central banks, which would set in motion the recovery process in fixed-income markets. The recovery of more cyclical assets, like equities, should get underway in H2 2023 if central banks announce lower interest rates. More than ever, it is paramount to balance a short and long-term vision when managing investments as investors should not ignore the need to be invested in real assets and in thematics related to innovation and sustainability.
LEARNING OBJECTIVES:

Learn about what key factors will impact the economic outlook for 2023
Gain insight into two (2) perspectives on the economy and how that might impact your organization and the industry you serve.
Takeaway some factors to consider as you develop your next budget and financial scenario plans.

Session 2: Building an Effective Audit Committee
11:15 AM – 12:15 PM
Instructor: Rob Eby, CPA, CGMA; Partner National Nonprofit Segment Leader, Aprio LLP
COURSE DESCRIPTION:
An effective audit committee can be an exempt organization’s leaders best friend. As the number and intensity of risks faced by exempt organizations grow so does the responsibilities and stress of senior leadership. Let us have our audit committees come beside leaders to create a strategic team. The audit committee can be staffed with members who have varying experience and knowledge to address the growing risks. In this course, we will discuss how to build and use the audit committee to protect and strengthen exempt organizations.
LEARNING OBJECTIVES:

Learn who should be on the committee.
Learn how to develop an audit committee charter.
Identify methods to assess risks.
Find ways to engage the audit committee.

LUNCH – 12: 15 PM – 1:00 PM

Session 3: CFO Panel Discussion — Future Proofing the Office of the Association/Non-profit CFO
1:00 PM – 2:00 PM
Discussion led by: Ilana Esterrich, CFO, Planned Parenthood, PP Global, and PP Action Fund; Mary Mohney, CFO, AGU; and Brian Green, CFO, CHPA
COURSE DESCRIPTION:
According to the 2020 Global CEO Survey conducted by PwC, a shocking 40 percent of respondent CEOs believe their companies will no longer be economically viable after ten years if they continue with their current strategies. A stark reminder that in this rapidly advancing digital age, organizations must strive for change and transformation if they wish to survive the coming decade. The survey suggests that a multi-dimensional approach is required; one that focuses on automation and innovation while rethinking and refining business models, operations, and customer experiences. Clearly, only those who recognize their need to evolve and adapt to external factors will be able to maintain their vitality in the long run.
“Future proofing the office of the CFO” recognizes the reality that the role of the CFO has drastically evolved over the years, and will continue to do so in the future. CFOs are now seen as the CEO’s strategic business partner, equipped with an understanding not only of the company’s budget but also the economics of trends occurring in their field, giving them unique insight and enabling them to create business value and fuel transformation.
Today’s CFO is just as much the organization’s Chief Transformation and Risk Officer, as it is evident that their abilities go far beyond merely crunching numbers. With this newfound responsibility bestowed upon them, CFOs have become increasingly important figures in leading their organization towards successful transformations.
In this panel discussion, you will learn how 3 CFOs of leading Associations/Nonprofits are working towards future-proofing their role and their organization.
LEARNING OBJECTIVES:

Learn about the evolving role of the CFO in transforming the organizations that they help to lead.
Gain insight into how CFO’s are focusing on automation and innovation
Learn how CFOs are functioning as the Chief Transformation and Chief Risk Officer of the organization.

TO RSVP FOR VIRTUAL ONLY

Note: The below button is for IN-PERSON!

S401: Spring Symposium: Economic Outlook: Recession 2023? Two (2) Perspectives to Help You With Budget and Scenario Planning for Your Association/Nonprofit
2023-03-23 10:00 - 11:00 | https://zoom.us/j/93829906496
COURSE DESCRIPTION:
With the world emerging from pandemic-inflicted economic shock and continuing geopolitical turmoil, the future economic outlook of business and industry in 2023 has yet to be determined. Though economists remain divided on whether a recession will occur in the year 2023, most expect that 2023 will not be a strong year for growth. Companies may experience short-term setbacks but long-term strategies should focus on smart investments, adaptive strategies, agile operations and increased labor productivity.
In this session, the participant will gain insights from two (2) different perspectives on the Economic Outlook.
Consider these different perspectives that you hear today, and use those insights to help you in your budget and financial scenario planning for your Association/Nonprofit organization.
Two perspectives from:
Alliance Bernstein: After a year [2022] full of surprises, we look ahead to 2023 prepared for even more. The two “shuns”—inflation and, increasingly, recession—form the heart of our questions for the global economy and markets next year. What path will they take? And, if they do take the world by surprise, which direction seems likeliest?
Santander Bank: Growth and inflation will still be causes for concern next year; but markets are already showing signs of a comeback. We expect that confirmation of peak inflation in Q1 2023 may lead to a pause in interest rate hikes by central banks, which would set in motion the recovery process in fixed-income markets. The recovery of more cyclical assets, like equities, should get underway in H2 2023 if central banks announce lower interest rates. More than ever, it is paramount to balance a short and long-term vision when managing investments as investors should not ignore the need to be invested in real assets and in thematics related to innovation and sustainability.
LEARNING OBJECTIVES:

Learn about what key factors will impact the economic outlook for 2023
Gain insight into two (2) perspectives on the economy and how that might impact your organization and the industry you serve.
Takeaway some factors to consider as you develop your next budget and financial scenario plans.

You can also join us IN-PERSON in Washington, D.C! (for Associations & Nonprofit Professionals)

Thursday, March 23, 2023
10:00 AM – 2:00 PM @Bernstein Private Wealth Management

800 Connecticut Ave NW, Washington, DC 20006

Registration: $25 (includes 4 sessions, lunch & Happy Hour) You will be invoiced after registration.
Up to 3 CPE/CAE Credits

Code of Ethics & Business Conduct for Organizations | Important Standards
2023-03-22 11:00 - 12:00 | https://zoom.us/j/93557885746
COURSE DESCRIPTION:
A Code of Ethics articulates the values of your organization and expresses the ideal standards of ethical behavior expected of those we work with and for. As such, a well defined and articulated Code of Ethics can serve as both a governance tool and a strategic management tool. Join us for an engaging discussion on how a Code of Ethics can enhance your organization and help you to become a more effective leader, while gaining one CAE Ethics credit.

LEARNING OBJECTIVES:

Learn key ethical principles and guidance on the expected standards of behavior
Learn the basics of an Ethical Decision Making framework and ethical considerations
Learn real world applications through case study discussions

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.

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

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
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

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

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

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.

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.

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

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

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

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.

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.

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.

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

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.

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
