UST Education

W435: A Walk Through Form 990
2023-07-13 13:00 - 14:00 (America/New_York) | https://zoom.us/j/98517720731
COURSE DESCRIPTION:
Form 990 forms the core backbone of your tax-exempt organization’s relationship with the IRS, as well as an important link to the general public. Join us for a high-level overview of Form 990, with a focus on the most common parts and sections, including compensation reporting, financial information, lobbying political activity, and more.

LEARNING OBJECTIVES:

– Learn how Form 990 fits in to your tax-exempt organization’s relationships with the IRS and the public
– Understand how Form 990 is organized, composed, and prepared
– Recognize common errors and misunderstandings surrounding Form 990

To Watch the Webinar on the Media Library CLICK HERE!

B180: Next Generation, Networked-Based Marketing
2023-07-13 11:00 - 12:00 | https://zoom.us/j/91513754968
COURSE DESCRIPTION:
Whether you are with a 501(c) nonprofit or your business supports them, marketing is the voice of your very existence. It’s how your audience knows your brand and message. With so many tools for email marketing, social media, CRM, graphic design and generative AI, marketing efforts are often frantic and scattered. That’s why marketing often falls prey to the classic spray and pray model. Associations and their industry partners are experiencing these same marketing challenges. How can we begin to think holistically about taking our marketing strategies and focus on one marketplace in which to target your audience? Join the QiqoChat team to hear how an online, association-specific marketplace can allow for you to stay relevant, target your audience, and continue to build awareness about your brand while deepening relationships over time; chef’s kiss!

LEARNING OBJECTIVES:

– Gain new insights to how marketing is evolving and how you can optimize your brand’s presence online.
– Learn how to market and share news & information within your trusted ecosystem of industry members & partners.
– Learn how an online marketplace can change how we connect, share information, and do business together.

To Watch the Webinar on the Media Library CLICK HERE!

W443: Functional Expense Reporting
2023-07-12 13:00 - 14:00 | https://zoom.us/j/99807080101
COURSE DESCRIPTION:
Functional expense reporting is one of the more complicated areas of nonprofit U.S. GAAP. This presentation will help individuals understand the elements of the statement of functional expense and how to make it meaningful to your audience. You will be able to understand the difference between program services, supporting activities, and what expenses get allocated in accordance with U.S. GAAP.

LEARNING OBJECTIVES:

– You will be able to define the elements of the statement of functional expenses.
– You will be able to discuss presentation and disclosure.
– You will be able to understand the difference between direct and indirect costs for the purpose of functional expense reporting.
– You will be able to explain how to allocate costs between functions.

To Watch this Webinar on the Media Library CLICK HERE!

W451: WHIPLASH: Communication Changes in a Post-COVID World
2023-07-06 13:00 - 14:00 | https://zoom.us/j/95847899355
COURSE DESCRIPTION:
Like whiplash, COVID-19 changed the way we work, live, and play—on hyperdrive. Our dependence on technology increased, resulting in a need to develop communication techniques that work by Zoom. The lack of in-person meetings created a need to connect with our internal and external audiences in new ways. Join Sheri Singer, president, Singer Communications as she discusses these post-COVID communication changes, the myths of post-pandemic communications, the next generation of videoconferencing etiquette, what’s new with social media, and how these changes open the door for you to tell your story.

LEARNING OBJECTIVES:

– Be able to identify post-COVID communication changes and the myths surrounding how we thought the world would look post-COVID
– Possess details on 2023 videoconferencing etiquette
– Understand the social media forecast post-COVID
– Know how to leverage these new communications tools to connect and relate to members and stakeholders and effectively tell your association’s story.

To Watch this Webinar on the Media Library CLICK HERE!

M320: Integrate and Automate with D365BC and M365
2023-06-29 11:00 - 12:00 | https://zoom.us/j/92932258053
COURSE DESCRIPTION:
This session will cover all the cool integrations between M365 and D365BC. This will show how to use the suite of solutions as one cohesive automated tool. We will look at Teams, Excel, Word, Outlook, PowerBI, OneDrive and even pulling it all together into PowerPoint. We will look at real-life scenarios and walk through using the tools live!

LEARNING OBJECTIVES:

– Users will have an understanding of the base integrations with BC and M365.
– Users will understand how to use these integrations and how they can benefit their business processes.
– Users will understand security processes around the integrations.

The Future of AI in Digital Marketing | Top Benefits
2023-06-21 15:00 - 16:00 | https://zoom.us/j/99767179725
COURSE DESCRIPTION:
In this course, you will hear an overview of what the capabilities are for AI in 2023, focusing specifically on Generative AI. You’ll learn about specific software and how you can use it today to save you time in your marketing efforts. You’ll hear about the opportunities–and the challenges–facing marketers as AI becomes ever more pervasive in our workflow.

LEARNING OBJECTIVES:

– Get the lay of the land for Generative AI right now for marketers
– Learn about some specific AI tools you can use today to improve your workflow
– You’ll get an answer to the question everyone is asking: Will AI take my job?

Leadership & Learning Series: Conscious Leadership
2023-06-21 11:00 - 12:00 | https://zoom.us/j/99245123090
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.

System Integration Solutions For Associations
2023-06-20 11:00 - 12:00 | https://zoom.us/j/95599523261
COURSE DESCRIPTION:
During implementation people often want to use every feature and collect every piece of data IN CASE someone may need it. In this session we explore how this could impact the day to day use of the system and the ERP implementation.

LEARNING OBJECTIVES:

– Understand the level of detail while implementing
– Common areas people go too deep
– Understand how users will need to interact with the detail

Culture Change Strategy for Organizations | Key Factors
2023-06-15 11:00 - 12:00 | https://zoom.us/j/97366708157
COURSE DESCRIPTION:
In this 3-part series of webinars, we will convince you that culture change is (a) easier than you think, and (b) can result in meaningful improvement in both engagement and bottom line results. The secret lies in uncovering your hidden culture patterns and then fixing the ones that are holding you back.

In Part 2, we’ll dig into transparency, something most cultures embrace, yet fail to implement with enough speed. We will explore concrete actions you can take that will speed up your information flow both vertically and horizontally and improve decision-making organization-wide. We will share details from a case study organization that has turned this pattern around.
Register for Part 3 HERE

Maddie Grant and Jamie Notter are co-founders at PROPEL, where they help leaders create amazing workplace cultures that drive greater performance and impact. Together, they have a combined 40 years of experience consulting with organizations on culture, conflict, and digital strategy from a variety of industries, including software, healthcare, retail, finance, and non-profit. They are co-authors of three popular business books: Humanize, When Millennials Take Over, and The Non-Obvious Guide to Employee Engagement. Based in Washington, DC, they are frequent keynote speakers to diverse audiences around the world.

LEARNING OBJECTIVES:

– Identify patterns inside your culture that are getting in the way of performance
– Develop strategies for changing culture, no matter where you sit in your organization
– Create the conditions that support more effective information flow in your organization

Leadership Martial Arts: Leadership Lessons from Martial Arts
2023-06-14 13:00 - 14:00 | https://zoom.us/j/98866243207
COURSE DESCRIPTION:
The martial arts teach discipline, respect and technique. What can they teach us about leadership? Quite a lot.
In this session, Joanna Pineda, CEO & Chief Troublemaker of Matrix Group International, will share five leadership lessons that she’s learned from studying two martial arts (TaeKwonDo and HapKiDo): When it’s important to trade your black belt for a white belt. How to take a punch. How to lead and how to follow. Always define the next level of achievement (the next belt). Sometimes, you just have to “do something.”

LEARNING OBJECTIVES:

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

Best Member Engagement Strategy for a Multi Day Conference
2023-06-13 13:00 - 14:00 | https://zoom.us/j/96212981938
COURSE DESCRIPTION:
Multi-day conferences and exhibit halls are a critical lifeline to an association’s source of revenue, but they are exhausting to prepare and plan with limited human resources. Member engagement is an increasing topic of conversation, while social media is pulling your members’ attention away. How can an association build non-dues revenue and member engagement all at once? Join the QiqoChat team and Mesa Group to hear how an online marketplace can help you build non-dues revenue and member value through year-round relationships with your industry partners without adding so much as a chick pea to your already full plate.

LEARNING OBJECTIVES:

– Explore the unmet needs of many associations’ industry partners through the result of a broad-reaching survey.
– Learn how to organize and share news & information from your industry partners & consultants in ways that are welcomed by your members.
– Learn how to create a marketplace that goes beyond a standard buyers guide where your members can discover industry partners on their own terms at any stage of their buying journey.

Media Production Best Practices: Key Strategies to Consider
2023-06-13 11:00 - 12:00 | https://zoom.us/j/94145530773
COURSE DESCRIPTION:
How to shift from an article first to a multimedia publishing organization

LEARNING OBJECTIVES:

– Tools to make multimedia publishing possible and affordable
– How to determine what mediums to publish your content
– When to use all mediums

Cybersecurity Awareness Tips: Best Practices to Implement
2023-06-08 14:30 - 15:30 | 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!
