UST Education

W439: Sales Enablement for Associations
2023-07-20 13:00 - 14:00 (America/New_York) | https://zoom.us/j/94768794311
COURSE DESCRIPTION:
Associations need both marketing, membership and sales working as one unit with a drive towards shared goals. While this sounds like a no-brainer statement, it’s often not the reality at many organizations. Why? Because legacy strategies and mindsets have aligned sales teams with traditional sponsorship and advertising goals, leaving membership acquisition and other programs out of the sales function altogether. It’s time to dispel the common myths about sales in associations and learn how to use the right marketing technology to collect insights and develop strategies to power up your sales capabilities, all while aligning your membership, marketing and sales to work in concert, together.

LEARNING OBJECTIVES:

– The meaning of sales enablement
– How traditional sales tools such as deal boards and pipeline management can be used by associations
– How CRM functionality can support revenue and growth initiatives in marketing technology automation platforms

To Watch this Webinar on the Media Library CLICK HERE!

B170: Leadership & Learning Series: Culture Change Made Easy: Part 3, Incomplete Innovation
2023-07-20 11:00 - 12:00 | https://zoom.us/j/96719780613
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 3, we’ll dig into innovation, something most cultures say they need, yet few are fully implementing it. We will explore concrete actions you can take that will improve your ability to unlock new value using sound innovation practices. We will share details from a case study organization that has turned this pattern around.

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 comprehensive innovation activities that generate real results.

To Watch this Webinar on the Media Library CLICK HERE!

W441: The Executive's Guide to Financial Fraud & Cybersecurity
2023-07-19 13:00 - 14:00 | https://zoom.us/j/93725015822
COURSE DESCRIPTION:
This session will deliver the cybersecurity information that association executives need to know without any fluff or scare-tactics. We’ll get you up to speed on the threats that are actively impacting your industry and help you prioritize critical action items.

LEARNING OBJECTIVES:

– An executive-level framework to assess your IT sophistication
– A deeper dive into the latest financial fraud tactics
– A security awareness brief to better equip your team

To Watch this Webinar on the Media Library CLICK HERE!

B187: #CRMShouldntSuck: Why CRMs Fail and Why Yours Shouldn't
2023-07-19 11:00 - 12:00 | https://zoom.us/j/95401975487
COURSE DESCRIPTION:
A CRM system should not fail as it is a crucial tool to build and maintain customer relationships, drive engagement, and improve overall performance, but common issues such as inadequate planning, poor training, data quality, ineffective integration, and lack of ongoing support are just some of the reasons why CRMs have one of the highest failure rates.
Empellor CRM has been rescuing failed CRMS for over 15 years. We repeatedly see the same issues and created this webinar to guide leaders currently dealing with an underperforming CRM or for those considering a CRM in the hopes that these issues can be fixed or avoided.

LEARNING OBJECTIVES:

– Why CRMs have one of the highest failure rates
– Actionable insight to fix or even better, avoid, the reasons for failure
– Experience sharing from a CRM expert with over 15 years of implementing CRM in many industries

To Watch the Webinar on the Media Library CLICK HERE!

W447: Preparing Your Association for AI
2023-07-18 15:00 - 16:00 | https://zoom.us/j/97635411457
COURSE DESCRIPTION:
You can’t scroll your social feed, glance at an industry newsletter, or sit through a national news broadcast without hearing about AI. The fact is, AI has been around for years. It’s the new generative AI tools like ChatGPT and Bard that have captured the attention – and imagination – of industry and associations alike. However, before you can start to see their impact on your association, you need to understand how to create successful prompts and the role your data plays in getting the most out of AI. In this session we will discuss:

LEARNING OBJECTIVES:

– The importance of prompt engineering and creating successful prompts
– How to use AI to increase member value and revenue streams
– What to do with your data for AI to work most effectively

To Watch the Webinar on the Media Library CLICK HERE!

W428: Fireside Chat: Getting Ready to Be Data Driven
2023-07-18 13:00 - 14:00 | https://zoom.us/j/95727757136
COURSE DESCRIPTION:
Join Katherine Matthews and Alex Mouw for a candid conversation about NCARB’s journey to become a data-driven organization. We will explore topics around organizational culture, getting comfortable with your data, ways to leverage data in your association, and the positive impacts of data-driven decision making.

LEARNING OBJECTIVES:

– Participate in an interactive, non-technical discussion around how to leverage your association’s most valuable asset – your data
– Understand the essential steps on your association’s data journey
– Leave with valuable lessons learned from NCARB’s data journey

To Watch the Webinar on the Media Library CLICK HERE!

LIVE EVENT: Use Business Central to Securely Access 120+ Payment Solutions and Save Money on Every Transaction!
2023-07-18 08:30 - 17:30
Join Wade Tetsuka and Jenni Glaze from UST at the Dynamics User Group Northeast Regional Meetup.
July 18, 2023
1300 Wilson Boulevard Arlington, VA 22209
8:30am-5:30pm EDT
To find out more or to register, click to link below.

Use Business Central to Securely Access 120+ Payment Solutions and Save Money on Every Transaction!
1:00pm-1:30pm
SESSION/COURSE DESCRIPTION:
Attend this Session, in person, receive 0.5 CPE and/or CAE credits
If your organization accepts credit cards as a form of payment from customers, you are probably concerned about ease of use, data security(PCI Compliance), automation, fees, bank reconciliation, etc.
USTPay is the only solution on Microsoft AppSource that gives you the freedom to choose from over 120 payment gateways and processors out-of-the-box. That means you can choose the best solution for your business while minimizing your PCI compliance scope. There is added benefit of reduced credit card processing fees — $40,000 to $60,000 or more annually depending upon your overall sales volume.

Payments Flowchart: Many vendors are involved in processing credit card payments.
Processing Fees: Choosing the right payment gateway/processor can help you save $60,000+ in fees annually. Factors that impact fees include Level-3 processing, proper industry categorization, reduced processor discount rates and fees, non-mandatory fees, etc.
Card Acceptance: What is the most secure way to accept credit card payments and minimize PCI Compliance scope?
Customer Wallets: Why is it beneficial for card vault and tokenization to be independent of the payment gateway?

Collections: How to benefit from offering customers different payment options. What is account updater, and how does this help?

LEARNING OBJECTIVES:
∙ Understand how the credit card processing industry works ∙ The most secure methods of credit card acceptance and how to reduce PCI Compliance Scope
∙ Learn about Tokenization, Card Vaulting, Account Updater and other important credit card processing features
∙ How to reduce processing fees on every transaction

W435: A Walk Through Form 990
2023-07-13 13:00 - 14:00 | 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.
