UST Education

Cybersecurity Awareness Tips: Best Practices to Implement
2023-06-08 14:30 - 15:30 (America/New_York) | https://zoom.us/j/91230991943
COURSE DESCRIPTION:
Are you feeling paralyzed by all of the cybersecurity buzz in the industry? This is not relegated as an ‘IT only issue” – Business Owners play a key role in ensuring that your associations’ operations are as secure as possible. Join DelCor’s Director, Cybersecurity Operations, Andrew Leggett, to demystify the nerd word and provide practical strategies to mitigate, transfer or accept cybersecurity risks.

LEARNING OBJECTIVES:

– Evaluate your current security architecture against industry standards.
– Gain insight into possible next steps in advancing your organization’s IT security.
– Explore “IT Tradeoffs” to reduce technical management in exchange for vendor management.

The Ultimate Salesforce Guide: For Associations
2023-06-08 13:15 - 14:15 | https://zoom.us/j/91230991943
COURSE DESCRIPTION:
This presentation is designed for association executives who are interested in leveraging Salesforce to improve their association’s management, engagement, and enablement. The presentation will cover the fundamentals of Salesforce as well as the specific ways that it can be used to manage associations effectively. Attendees will learn how to implement Salesforce to manage their association’s data, enable their teams, and engage members in a more meaningful way.

LEARNING OBJECTIVES:

In this session, we’ll:

– Cover the basics of Salesforce and how it can be leveraged for association management.
– Demonstrate how to implement Salesforce for managing association data and analytics effectively.
– Demonstrate how Salesforce can be used to manage association finances, including dues and renewals, payments, and financial reporting.
– Demonstrate the value of having 360-degree view of members. Learn how to track member interactions, preferences, and behaviors, and how to use this information to tailor outreach and engagement efforts.

By the end of the presentation, attendees will have a deeper understanding of how to leverage Salesforce for association management, including implementing it effectively, customizing it to their association’s unique needs, and using it to streamline workflows, improve collaboration, engage members more meaningfully, and manage finances effectively.

Legacy System Modernization | Systems for New Technology & AI
2023-06-08 11:15 - 12:15 | https://zoom.us/j/91230991943
COURSE DESCRIPTION:
Are you looking to modernize your association or non-profit’s technology platform? With hybrid work becoming the new norm for many, effective hybrid collaboration is more important than ever. The pandemic jump-started an already existing trend towards remote and hybrid models of work, and there’s no sign that it’s slowing down.
While hybrid work is preferred by many employees and employers, it’s not without its challenges. Collaboration, especially asynchronous collaboration, remains a challenge. In addition, the increase in endpoints and personal devices being used remotely challenges the security of hybrid work. Many organizations have been demanding increased functionality from their legacy software, but adding features and upgrades often requires significant investment.
With all these changes, organizations with an outdated legacy system can experience hindered productivity. By utilizing modern technology and AI, you can take your organization from Legacy to Modern with the results of cost savings, increased efficiency and enablement so that you have more time on tasks at hand. You won’t just save money but also improve how quickly tasks can be accomplished. ML and AI are shaping the future of communications, and the number of AI tools we use in our daily lives has grown exponentially, and now people increasingly understand that AI and ML are the future.

LEARNING OBJECTIVES:

– How AI/ML can do more with less and help move your organization from Legacy to Modern
– How to transition from legacy systems while remaining cost efficient and increasing productivity
– How to create efficiencies and demystify your options in modernizing legacy platforms

S501 Summer Symposium: The Future of Associations: 4 Ways to Adapt and Thrive
2023-06-08 10:00 - 11:00 | https://zoom.us/j/91230991943
COURSE DESCRIPTION:
How do you grab the attention of your members in a world of decreasing attention span? Join us to learn how media companies engage and how it can benefit your association. We can help you change your mindset to always think boldly and evolve with your industry, including members and vendors.

LEARNING OBJECTIVES:

The attention economy & how to benefit from integrated media plans.
How to grab the attention of your members in a world of decreasing attention span.
How media companies engage, and how it can benefit your association.
How to change your mindset to always think boldly and evolve with your industry, including members and vendors.

IN-PERSON Summer Symposium
2023-06-08 09:59 - 15:30
IN-PERSON FOCUS: Innovations | Insights | Trends
Association Professionals, join us in Washington, D.C. for an in-person one day only event!

-Thursday, June 8, 2023
-10:00 AM – 3:30 PM
-800 Connecticut Ave NW, Washington, DC 20006 (Bernstein Private Wealth Management)
-Registration: $25 Lunch will be provided.
-Up to 4 CPE/CAE Credits

Session Details

Session 1: The Future of Associations: 4 Ways to Adapt and Thrive
10:00 – 11:00 AM
Instructor: Bill Sheehan, VP, Strategic Partnerships, Multiview
COURSE DESCRIPTION:
How do you grab the attention of your members in a world of decreasing attention span? Join us to learn how media companies engage and how it can benefit your association. We can help you change your mindset to always think boldly and evolve with your industry, including members and vendors.
LEARNING OBJECTIVES:

The attention economy & how to benefit from integrated media plans.
How to grab the attention of your members in a world of decreasing attention span.
How media companies engage, and how it can benefit your association.
How to change your mindset to always think boldly and evolve with your industry, including members and vendors.

Session 2: From Legacy to Modern: Updating Systems for New Technology and AI
11:15 AM – 12:15 PM
Instructor: Ali Niroo, Managing Partner; Bridgepointe Technologies and George Breeden, CAE, MBA, NREMT CIO, Investment Company Institute (ICI)
COURSE DESCRIPTION:
LEARNING OBJECTIVES:

Session 3: The Ultimate Guide to Salesforce for Association Management: Implement, Enable and Engage
1:15 – 2:15 PM
Instructor: Sarah Irwin, Solutions Director, Fionta
COURSE DESCRIPTION:
More than ever before, associations are being challenged to do things differently. Changing demographics, competing forces, the ongoing public health crisis, and a change in the way members expect benefits and services to be delivered are all creating pressure on association leadership and staff to retain and gain members.
At the same time, many legacy Association Management Systems (AMSs) are still offering the same old technology and lack in critical areas of need. You’ve no doubt heard of Salesforce, but what can it offer to meet your organization’s needs?
LEARNING OBJECTIVES:

In this session, we’ll:

– Provide an overview of commercial AMSs built on Salesforce, a custom solution built on native Salesforce, and the associated Apps that can help you best meet your members’ needs.
– Talk about what to look for in an implementation partner for a Salesforce solution and running a successful procurement process.
– Discuss how you can prepare to move from a legacy system and how to set expectations with your team.

Session 4: Yours, Mine and Ours: Exploring the Many Facets of Cybersecurity Awareness
2:30 – 3:30 PM
Instructor: Andrew Leggett, CEH, CSSA, CISSP, Director of Cybersecurity Operations, DelCor
COURSE DESCRIPTION:
Are you feeling paralyzed by all of the cybersecurity buzz in the industry? This is not relegated as an ‘IT only issue” – Business Owners play a key role in ensuring that your associations’ operations are as secure as possible. Join DelCor’s Director, Cybersecurity Operations, Andrew Leggett, to demystify the nerd word and provide practical strategies to mitigate, transfer or accept cybersecurity risks.
LEARNING OBJECTIVES:

Evaluate your current security architecture against industry standards.
Gain insight into possible next steps in advancing your organization’s IT security.
Explore “IT Tradeoffs” to reduce technical management in exchange for vendor management.

Summer Symposium Info Page
2023-06-08 09:59 - 15:30
IN-PERSON FOCUS: Innovations | Insights | Trends
Association Professionals, join us in Washington, D.C. for an in-person one day only event!

-Thursday, June 8, 2023
-10:00 AM – 3:30 PM
-800 Connecticut Ave NW, Washington, DC 20006 (Bernstein Private Wealth Management)
-Registration: $25-Lunch will be provided.
-Up to 4 CPE/CAE Credits

Session Details

Session 1: How Associations Can Stay Relevant in a World of Decreasing Attention Span?
10:00 – 11:00 AM
Instructor: Bill Sheehan, VP, Strategic Partnerships, Multiview
COURSE DESCRIPTION:
How do you grab the attention of your members in a world of decreasing attention span? Join us to learn how media companies engage and how it can benefit your association. We can help you change your mindset to always think boldly and evolve with your industry, including members and vendors.
LEARNING OBJECTIVES:

The attention economy & how to benefit from integrated media plans.
How to grab the attention of your members in a world of decreasing attention span.
How media companies engage, and how it can benefit your association.
How to change your mindset to always think boldly and evolve with your industry, including members and vendors.

Session 2: From Legacy to Modern: Updating Systems for New Technology and AI
11:15 AM – 12:15 PM
Instructor: Ali Niroo, Managing Partner; Bridgepointe Technologies and and George Breeden, CAE, MBA, NREMT CIO, Investment Company Institute (ICI)
COURSE DESCRIPTION:
LEARNING OBJECTIVES:

Session 3: The Ultimate Guide to Salesforce for Association Management: Implement, Enable and Engage
1:15 – 2:15 PM
Instructor: Sarah Irwin, Solutions Director, Fionta
COURSE DESCRIPTION:
More than ever before, associations are being challenged to do things differently. Changing demographics, competing forces, the ongoing public health crisis, and a change in the way members expect benefits and services to be delivered are all creating pressure on association leadership and staff to retain and gain members.
At the same time, many legacy Association Management Systems (AMSs) are still offering the same old technology and lack in critical areas of need. You’ve no doubt heard of Salesforce, but what can it offer to meet your organization’s needs?
LEARNING OBJECTIVES:

In this session, we’ll:

– Provide an overview of commercial AMSs built on Salesforce, a custom solution built on native Salesforce, and the associated Apps that can help you best meet your members’ needs.
– Talk about what to look for in an implementation partner for a Salesforce solution and running a successful procurement process.
– Discuss how you can prepare to move from a legacy system and how to set expectations with your team.

Session 4: Yours, Mine and Ours: Exploring the Many Facets of Cybersecurity Awareness
2:30 – 3:30 PM
Instructor: Andrew Leggett, CEH, CSSA, CISSP, Director of Cybersecurity Operations, DelCor
COURSE DESCRIPTION:
Are you feeling paralyzed by all of the cybersecurity buzz in the industry? This is not relegated as an ‘IT only issue” – Business Owners play a key role in ensuring that your associations’ operations are as secure as possible. Join DelCor’s Director, Cybersecurity Operations, Andrew Leggett, to demystify the nerd word and provide practical strategies to mitigate, transfer or accept cybersecurity risks.
LEARNING OBJECTIVES:

Evaluate your current security architecture against industry standards.
Gain insight into possible next steps in advancing your organization’s IT security.
Explore “IT Tradeoffs” to reduce technical management in exchange for vendor management.

Why Learning Zapier Is a Good Idea | The Power of Automation
2023-06-06 13:00 - 14:00 | https://zoom.us/j/96402714579
COURSE DESCRIPTION:
Learn how to leverage an automation platform to enhance member communications, supercharge lead management with Artificial Intelligence, robotize to replace the work of repetitive manual tasks, and integrate disparate systems without any custom programming, streamline reporting & analytics. In this course we will demonstrate how you can put Zapier to use in your organization TODAY; it’s easy to use, extremely powerful, and budget friendly.

LEARNING OBJECTIVES:

Understand how the Zapier automation platform works.
Explore how your automation visions can become reality – combining best of breed web apps into consolidated workflows.
Rethink how you can take a simple task like entering in data to a spreadsheet or database and automate it.
Learn how to plan for your implementations of automations and find connection points between apps within your organization’s routine processes.

Fundamentals of Fixed Asset Management | Key Benefits
2023-06-06 11:00 - 12:00 | https://zoom.us/j/97124217949
COURSE DESCRIPTION:
Not currently using Fixed Assets? Why Not! We will cover the benefits of using Fixed Assets even if they are not integrated to the G/L. Let’s dive into best practices and the benefits of using more of the Fixed Asset functionality including multiple Depreciation Books, Tax Calculations, and options for capturing Maintenance and Insurance.

LEARNING OBJECTIVES:

– Understand the Fixed Asset granule
– Learn how to setup the Fixed Asset granule
– Learn how to setup a Fixed Asset and purchase an Asset
– Learn how to depreciate Fixed Assets

Executive Coaching & Leadership Development for Organizations
2023-06-01 13:00 - 14:00 | https://zoom.us/j/98290173686
COURSE DESCRIPTION:
Executive leadership is a unique realm of leading. But developing exceptional executive-level leaders requires a distinct approach – one that goes beyond traditional methods. While many organizations have created leadership development programs for their staff or partners, few have dared to venture into the world of executive-level leadership. And even fewer have succeeded in a program that enlightens and empowers executive-level leaders.

Drawing from our experience developing and implementing our new Executive Leaders Academy, we will share the lessons we’ve uncovered. Join us as we discuss insights and practical strategies for connecting with these remarkable leaders exactly where they are and uncover what to look for when creating or participating in high-level leadership!

LEARNING OBJECTIVES:

– Describe the key uniqueness of creating and implementing executive-level leadership.
– Communicate the need for leadership development, especially after reaching the executive level.
– Understand the importance of mentoring in executive leadership development and learn how to implement effective mentoring programs.
– Create an outline for executive leadership programming or a checklist to evaluate available opportunities.

Why Is it Important to Learn About Cybersecurity | Key Factors
2023-05-25 13:00 - 14:00 | https://zoom.us/j/92839103447
COURSE DESCRIPTION:
As technology continues to advance and more business operations are conducted online, cybersecurity has become a critical issue for companies of all sizes and industries We all know how crucial cybersecurity is in today’s digital world, but are you fully aware of the risk and legal ramifications of a breach? This webinar aims to equip executives with the knowledge and tools they need to assess and mitigate cybersecurity risks in their organizations.
By the end of this webinar, executives will have a better understanding of the cybersecurity risks their organizations face, as well as the tools available to manage those risks. They will be equipped with the knowledge necessary to make informed decisions about cybersecurity risk management, and to communicate those risks to stakeholders.

LEARNING OBJECTIVES:

– Identify the scope of business risks associated with cybersecurity.
– Understand the threat landscape and possible legal consequences involved with a breach.
– Clarify the policies, procedures, training, insurance, and other components necessary to protect your organization.
– How to fund cybersecurity programs

What is Quiet Hiring and Why is it Important
2023-05-25 11:00 - 12:00 | https://zoom.us/j/91836760609
COURSE DESCRIPTION:
First came the “Great Resignation,” then “Quiet Quitting,” and now “Quiet Hiring” has entered the vernacular, even if this concept isn’t all that new. Quiet hiring is when employers fill talent gaps by shifting employees around and hiring contractors or part-time workers.

This not-so-quiet conversation will provide you with tangible resources to gain in-demand talent and utilize part-time and contract workers as a critical workforce development strategy. We will provide specific tools and templates to help you manage the hiring process, including How to Create a Great Job Description, Situational Interview Questions, and a sample assessment/interview scorecard.

LEARNING OBJECTIVES:

– Understand what Quiet Hiring is and the difference between internal and external Quiet Hiring.
– Understand how to utilize Quiet Hiring in the real world to help you maximize employee productivity.
– Discover best practices for part-time/ flexible hiring (i.e. quiet hiring) including how to recruit and attract top talent on a budget.

Don’t Break the Bank on your Azure Cloud Migration Project
2023-05-24 15:00 - 16:00 | https://zoom.us/j/94026947195
COURSE DESCRIPTION:
Migration is difficult and expensive, but it doesn’t have to be! Customers are looking for a way to move from their on-premise system to the cloud, without breaking the bank. In this webinar, eOne Solutions will be giving you the 10,000 foot view of migrating, and the options you have at your disposal. We will be discussing:

LEARNING OBJECTIVES:

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

Pros & Cons Of The Hybrid Work Model | The Future Of Work
2023-05-24 13:00 - 14:00 | https://zoom.us/j/99283477914
COURSE DESCRIPTION:
This course is designed to help not-for-profits define the role of hybrid-work – in-office and remote work – in their organization and the best technology approaches to ensure security, productivity, collaboration and cost-effectiveness. You will learn about the “why” behind unified communications (UC), key features and benefits as well as the top considerations when selecting a UCaaS or collaboration platform.

LEARNING OBJECTIVES:

What is the hybrid-work model and is it the future post COVID?
What is PC-centric and why are organizations moving away from it?
What are the security implications/threats associated with remote work?
What is the best technology stack for a hybrid-work model?
What are key features and benefits of unified communications (UC)?
What are the top considerations for selecting a UCaaS platform?

How Does Cloud Technology Work | Key Factors to Consider
2023-05-23 11:00 - 12:00 | https://zoom.us/j/98575598983
COURSE DESCRIPTION:
For many years, association technology teams have been talking about move to the cloud. For those outside of the tech team, you may just be beginning to ask, “what is the cloud?” and “What value does the cloud deliver for my team and our members.”

LEARNING OBJECTIVES:
During this session, we will explore:

– What is “the cloud”?
– How member expectations have been transformed by the cloud
– How your association can leverage cloud technologies to deliver a superior membership experience

Workshop: Video Campaign Examples to Promote Your Upcoming EventWorkshop: Video Campaign Examples to Promote Your Upcoming Event
2023-05-18 13:00 - 14:00 | https://zoom.us/j/96093243753
COURSE DESCRIPTION:
The energy and enthusiasm of an in-person event makes it an ideal environment for co-creating video stories with members that will fuel engagement all year long. In this case study presentation, you’ll learn from the experiences of real association industry leaders.

We’ll share best practices for developing a member-driven content strategy, gathering the video content you need at in-person events, and using it across your communication channels to improve performance of campaigns as varied as: advocacy, membership renewal and acquisition, event promotion, and more. You’ll walk away with an actionable, step-by-step workbook you can use to get started building your campaigns.

LEARNING OBJECTIVES:

– Develop a content co-creation strategy and execution plan for their next in-person event
– Collect powerful member-driven video content at their in-person events
– Manage the effective distribution of video content to maximize campaign performance

Newsletter Best Practices
2023-05-18 11:00 - 12:00 | https://zoom.us/j/99266638752
COURSE DESCRIPTION:
Many organizations still struggle with email newsletter marketing. They don’t want to send information that is outdated or irrelevant.
After all, we don’t want to receive irrelevant information, and neither should you send it either.
Email newsletters are essential for sharing industry news with your members.
But are you sending any content that is informative and relevant to each individual?
Join us for our workshop to learn how you can use email newsletter marketing to engage your members about current topics and industry trends, newsletter best practices, increasing engagement, curating outside content, and automation.

LEARNING OBJECTIVES:

– Discover new, easy-to-use technologies to make your email newsletter more engaging and personalized without sacrificing precious internal resources and time. In other words, save a lot of time.
– Leverage your newsletter to the next level, by maximizing your newsletter real estate and discover content opportunities, content gaps, and new ideas.
– Learn the essential principles of email engagement to ensure your newsletter is effective and optimize its space for maximum impact.

To Watch this Webinar on the Media Library CLICK HERE!

How to Boost Virtual Event Engagement
2023-05-17 11:00 - 12:00 | https://zoom.us/j/98556885908
COURSE DESCRIPTION:
Conferences and meetings are vital to our arsenal to inspire change, to advance mission, and to support the individuals and organizations we serve. Since 2020, we have worked to provide access while creating space for authentic connections. On top of that, as association leaders we are faced with the reality of satisfying our sponsor/vendor partners effectively. While we are experiencing a boom-a-rang to in person events, it is likely that both funding and accessibility will drive us back to the screen. Avoiding screen fatigue and advancing connection is possible when partnering with a meeting platform that is mission aligned. Learning from a tech partner to advance learning, create space for connection, and promote sponsor and vendor engagement puts us in charge of creating programming that more effectively enables us to reach our mission with member and nonmember attendees. We are able to more successfully move the levers of change and advance our work successfully.

LEARNING OBJECTIVES:

– Understanding what connections mean in a virtual context so as to define HOW we can create those authentically.
– Supporting sponsors and vendors in a virtual space that results in achieving their goals and expectations.
– Finding a tech partner that understands what it means to advance mission and support individuals and organizations respectively.

To Watch this Webinar on the Media Library CLICK HERE!

Merchant Services RFP Writing | Key Tips For a Great Proposal
2023-05-16 13:00 - 14:00 | https://zoom.us/j/98900722113
COURSE DESCRIPTION:
What Criteria Should Every Merchant Services RFP Contain and Why Does it Matter?
Your credit card processing fees are a top ten-line item in your General Ledger. When releasing an RFP to evaluate new merchant service providers, knowing how the credit card industry works is crucial. Your fiduciary obligation and reputation are on the line. With compliance standards to meet, and risks to mitigate, there is much to understand. We will demystify the credit card processing flow, players, terminology, and musts to consider. You will leave feeling prepared to write your RFP and EVALUATE your perspective merchant service providers based on the criteria most important for your organization. We will evaluate how to identify the gaps in your current payments ecosystem and supply you with the questions to ask to reduce these issues in your future state.
1. Knowing What You Don’t Know
2. Terminology of the Industry and the Flow of Payments
3. Capturing Your Current State Through GAP Analysis
4. Risk Mitigation (PCI Compliance, Fraud)
5. How to Compare Pricing and Find Hidden Fees
6. Putting it All Together: Writing the RFP with Your Future State in Mind

LEARNING OBJECTIVES:

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

To Watch this Webinar on the Media Library CLICK HERE!

Membership Relationship Management and the Power of Transitioning Suppliers
2023-05-16 11:00 - 12:00 | https://zoom.us/j/93342449562
COURSE DESCRIPTION:
As an association or professional society, your members likely view you as the authority on your industry – and they should! But, in order for them to continue to look to you as a thought leader, you need to keep your finger on the pulse of the latest developments and trends. One way to do this is by transitioning your suppliers and vendors into thought leaders.

LEARNING OBJECTIVES:

* Learn what becoming a thought leader entails for your suppliers and vendors
* Learn what the benefits are of creating your suppliers and vendors into thought leaders
* Learn how to begin the process of transition for your suppliers and vendors

To Watch this Webinar on the Media Library CLICK HERE!

Using AI with Business Central – UST Education Series
2023-05-11 15:00 - 16:00 | https://zoom.us/j/95893407415
COURSE DESCRIPTION:
Interested in AI within Business Central? Learn what Co-Pilot is and how it can be used to generate descriptions. We will explore other ways that AI can be used with Business Central.

LEARNING OBJECTIVES:

– Learn how AI is being used in BC
– Learn how AI is impacting BC addons
– Learn how AI is impacting development

To Watch this Webinar on the Media Library CLICK HERE!

Nonprofit Risk Management: Top Tips for Nonprofits
2023-05-11 11:00 - 12:00 | https://zoom.us/j/91048057435
COURSE DESCRIPTION:
Have you ever found yourself in a new role at a not-for-profit and been caught off guard by an accounting or compliance issue? An appropriate assessment of the key risks of a not-for-profit is critical for management to mitigate risks, to instill confidence in their Board and to ensure that compliance issues do not interfere with their mission. Without taking the appropriate time to identify and manage risk, a not-for-profit opens themselves up to loss of tax exemption status and much more. Come learn our top accounting and compliance issues and tips and tricks to stay ahead of the curve and to build confidence from your Board.

LEARNING OBJECTIVES:

– Describe the top risks faced by any not-for-profit
– Discuss sources to review to determine if the risk applies to your organization
– Discuss strategies and tools to specifically mitigate each of these risks.
– Summarize and share a Controller’s toolkit to ensure compliance risks are addressed.
– Provide real-world examples.

To Watch this Webinar on the Media Library CLICK HERE!

Cost of Great Resignation: Overcoming the Workforce Shortage
2023-05-10 15:00 - 16:00 | https://zoom.us/j/97937470752
COURSE DESCRIPTION:
Nonprofits are facing shortages in their workforce in all functions and levels. Some call in the Great Resignation, but it is a mistake to think about it as a short-term trend. In this presentation we will look at the data behind these labor shortages and strategies to overcome them.

LEARNING OBJECTIVES:

– Understand current overall workforce trends in the US
– Anticipate the next few years of workforce trends and how they will impact nonprofits
– Describe solutions for overcoming labor shortages in the nonprofit sector

To Watch this Webinar on the Media Library CLICK HERE!

B155: Leadership & Learning Series: Business Succession Planning
2023-05-10 13:00 - 14:00 | https://zoom.us/j/92699154721
COURSE DESCRIPTION:
If you have a business and there are no family members waiting to take over or an heir apparent waiting in the wings, what can you do? Selling your business could be the smartest and most viable option.
One of the most common reasons small and medium sized business owners lack any sort of succession plan is that they simply do not know where to start. In this presentation, Brian Goodhart, Capstone’s Director of M&A Advisory Services, will guide you through the planning process using proven techniques for getting the maximum value for your business.

LEARNING OBJECTIVES:

– Learn what type of transition is best for you and your firm.
– Is a family transition possible/preferred? If so, learn how you get started.
– Determine if a management buyout is on the table.
– The ESOP option.
– How to decide who should be involved with selling the business
– Learn when to start the process.
– Discover how current market decisions could affect the deal.

To Watch this Webinar on the Media Library CLICK HERE!

How to Improve the Financial Health of Your Company | Key Steps
2023-05-09 15:00 - 16:00 | https://zoom.us/j/94471543654
COURSE DESCRIPTION:
Financial health is a key component of sustainability and could be argued the most important factor. Without financial health, nonprofit organizations will be greatly limited in their efforts to deliver on mission, procure funding, and be a sphere of influence. To obtain financial health, senior leadership (Board, finance committee, and senior management) must be well informed of the moving parts that make up financial health and how to monitor changing status and conditions. Financial health is best observed on the balance sheet and keeping a close eye on operating reserves. We will explore how to help senior leadership to better understand and monitor the balance sheet and operating reserves and from an income statement point of view, we will discuss the hidden benefits of segregation of duties and impact of overhead expenses and allocation of indirect costs and impact on the “bottom-line”. We will finish with a “Quick Takeaways” roundtable discussion covering short and intermediate cash management, monthly distribution of financial reports, and the importance of regular communications between development and finance departments and cash management target Policies.

LEARNING OBJECTIVES:

– Learn about how to help senior management to better understand the balance sheet
and operating reserves and impact on financial health.
– Explore options and strategies for managing overhead expenses and allocation of
indirect costs and the hidden benefits from expanded segregation of duties.
– Learn about the benefits of short and intermediate cash management strategies and
monthly distribution of financial reports.
– Discover how enhancing communications between the finance department and
development department is critical to compliance and meeting donor expectations and
promises.

To Watch this Webinar on the Media Library CLICK HERE!

Using Member Relationship Management to Power Your Engagement
2023-05-09 11:00 - 12:00 | https://zoom.us/j/91640146915
COURSE DESCRIPTION:
Remember the old phrase, “Knowledge is Power?” It’s true, especially when it comes to understanding, serving and keeping your members for years to come. Join Brianne Wheeler to identify gaps in what you know about your members currently and what insights you should be looking to capture today.

LEARNING OBJECTIVES:

– Explore common data challenges present in the member experience that affect an association’s ability to provide an individual level of service and value.
– Identify gaps in what you know about your members currently.
– Gain an understanding of what insights you should be looking to capture today for better member engagement and action.

To Watch this Webinar on the Media Library CLICK HERE!

M328: What You Need to Know About Microsoft Dynamics 365 Business Central
2023-05-03 13:00 - 14:00 | https://zoom.us/j/96315923149
COURSE DESCRIPTION:
Hear from Cargas Systems, a Microsoft Gold certified Dynamics partner, on Microsoft’s newest Cloud ERP solution for small and medium businesses. Find out who Business Central is best suited for, the footprint of functionality and how it fits into the overall Microsoft 365 and Dynamics 365 landscape. Also, identify reasons why moving to a cloud solution is right for your business and some areas to give added attention to ensure success in the cloud!

LEARNING OBJECTIVES:

• What is Business Central and who is it for?
• Business Central Pricing
• Why move to a cloud ERP solution

To Watch this Webinar on the Media Library CLICK HERE!

What Are The Benefits of Volunteer Leadership: Important Skills
2023-05-03 11:00 - 12:00 | https://zoom.us/j/97841701827
COURSE DESCRIPTION:
Rockstar leaders are not born, they are built. How can you encourage and develop passionate volunteers that make values-centered decisions and put the association and its members first? How can you win as an individual, professional, a volunteer member of an association, all with the same amount of time as the rest of us? This session will pull back the curtain on the foundational elements behind being a true leader, one that leads yourself, those you care for, and those in your professional and association realms with excellence!

LEARNING OBJECTIVES:

*Learn the critical leadership skills needed to thrive as a volunteer in all domains of life
*Learn the fundamentals behind balancing the needs of the volunteer member, local/chapter, and national organization to achieve maximum synergy and drive excellent results
*Learn how to avoid burnout as a volunteer and as a leader
*Learn the art of achieving balance in all areas of life

To Watch this Webinar on the Media Library CLICK HERE!

B174: Doubling Company Revenue Run Rate with Expert Use of Assessments
2023-05-02 15:00 - 16:00 | https://zoom.us/j/93219946714
COURSE DESCRIPTION:
Simple Techniques to Generate Faster Revenue Growth
The studies behind the seminal book “Good to Great” had three sales related bottom lines:

Get the right people on the “right seat on the bus” based on natural talent.
Train them to do the job.
If necessary, slow the growth of the company to get the right people.

LEARNING OBJECTIVES:

– The techniques to hire the right people for every sales position.
– Sales training that includes the fundamentals, the neuroscience-based skills and the “post pandemic” sales skills.
– Techniques for coaching sales people for optimum performance.

Time Saving ERP Tips For Your Business | Improving Your Proccess
2023-05-02 11:00 - 12:00 | https://zoom.us/j/92882227571
COURSE DESCRIPTION:
Is your month end stressful with a checklist three feet long? Do you feel that you are working too hard just to close your month; every month. Let’s find out how to work smarter! We will be showing options in Business Central and discussing general processes that can apply to any organization with any ERP.

LEARNING OBJECTIVES:

– Learn how to de-stress month-end
– Understand some of the options to reduce workload
– Discuss weekly automations versus monthly
– See new GL Review feature

To Watch this Webinar on the Media Library CLICK HERE!

What is D365 Business Central | Full Overview
2023-04-27 13:00 - 14:00 | https://zoom.us/j/91987707910
COURSE DESCRIPTION:
This is a no sales pressure deep dive demo of Business Central. We will go over the product, standard integrations, module included, license pricing and a live demo of the system.

LEARNING OBJECTIVES:

– Learn what Dynamics Business Central is.
– Learn what type of company Business Central is for.
– Learn what modules are included with Business Central.
