UST Education

S102: Symposium Session #2: IT Zen – How to Create Harmony Across Leadership, Business and Technology
2022-06-22 11:15 - 12:15 (America/New_York) | Group Internet-Based
Organizations rely on technology to fulfill their mission, deliver quality service to their members and customers. Everyone talks about “IT is everyone’s business”, yet organizations continue to struggle to find true IT Zen – why? Ben and Gretchen will discuss their experience and observations to help organizations figure out what may be interfering with a more harmonious experience for customers and staff and the systems that support them.

LEARNING OBJECTIVES

Identify and discuss the the barriers to IT Zen
Define the role of is business leaders
Discuss the relationship of IT and technology resources

To attend the Symposium in person, please register here: IN PERSON SYMPOSIUM

S101: Symposium Session #1: Everything You Want To Know About Engagement Scoring (but didn’t know to ask)
2022-06-22 10:00 - 11:00 | Group Internet-Based
Association professionals understand conceptually what engagement scoring is and why it’s important, but do you know how to produce accurate scores that are meaningful and actionable? The key is how you build your engagement model – the activities and behaviors you can measure and their relative importance to your picture of engagement. During this session, we’ll dive deep into the nuances of creating a model that truly reflects what you value most in your members, and what they value most about your association. You’ll learn the do’s and don’ts of building the right model for your association and walk away with tips on how to get started.

LEARNING OBJECTIVES

Understand the key principles of engagement scoring
Determine how to choose the right activities to score for individuals and organizations
Learn how to assign points and weight them relative to all activities using 100-point scale

To attend the Symposium in person, please register here: IN PERSON SYMPOSIUM

N116: AP Automation – Processing Global Payments, Eliminating Fraud, and Segregating Roles and Responsibilities to Reduce Risk
2022-06-21 13:00 - 14:30
This session will provide an overview of current challenges and trends impacting financial processes in today’s Accounts Payable departments. It will focus on how automation can drive new levels of efficiency and how digital transformation can improve payment analytics and eliminate manual errors. Additional best practices to be discussed include:

Processing global payments to any country in any currency.
Strengthening fraud prevention.
Segregating roles and responsibilities to ensure corporate accounting compliance.

Finally, the session will identify leading practices to automate AP in NetSuite

LEARNING OBJECTIVES

Discover the leading practices to automate AP in NetSuite
Learn how to segregate roles and responsibilities to spread control of info and reduce risk
Understand how to use digital technology to prevent fraud in AP
Identify how to take full advantage of NetSuite’s 360° visibility to improve AP processes
Anything additional

What Are the Benefits of User Generated Content
2022-06-15 13:00 - 14:30 | Group Internet-Based
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Highly relevant and engaging content is in ultra-demand and associations are feeling the pressure to supply. How do they produce content on a consistent basis that resonates with members and keeps them coming back for more? That’s where member-created content comes in. Members are often an untapped resource of knowledge, ideas, and stories. They bring authenticity and unique perspectives to your association that not only builds credibility, but with the appropriate strategy, member-created content can increase member engagement through elevated experiences and building stronger connections that last.

LEARNING OBJECTIVES

How to utilize your member content to your advantage
How to engage with members socially to create deeper connections
Understand member personas and how to engage with different groups

Best Marketing Automation Strategy | Automation Best Practices
2022-06-14 11:00 - 12:30 | Group Internet-Based
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Correlation doesn’t always equal causation, however, better marketing automation capabilities are strongly correlated with better market performance. This session will cover several Marketing Automation Best Practices and how industry leaders get value out of their Marketing Automation investment.

LEARNING OBJECTIVES

Learn if more marketing tools lead to better results
Learn the top five things you should consider when picking a Marketing Automation Platform
Learn a few things industry leaders excel at that laggards don’t

B126: How to Write an RFP (Request for Proposal) for Merchant Services: Improving Your Business Process and Net Income
2022-06-09 11:00 - 12:30 | Group Internet-Based
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

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.
To provide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.
To create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.

Best Practices for Using a Open Source Knowledge Base System
2022-06-08 11:00 - 12:30 | Group Internet-Based
For a long time now with associations the narrative has centered around: Bring all our content into one central location and go from there. A more effective approach is to leave your content where it is and let your search tool find it where it lives. When associations define all their content sources as one knowledge-base, the impact can be profound. Their audiences will understand that they are the global information resource and look to them for learning, community, and leadership.
LEARNING OBJECTIVES

How your AMS, LMS, CMS, videos, podcasts, journal/magazine articles, job board, etc. form your knowledge-base, and that’s a good thing!
Explore how the normalization of content and taxonomy — manually or using AI processes — prevents ‘lost in translation’ member (and prospective member!) experiences.
Let your systems do what they do best while consumers of their respective knowledge enjoy an aggregated and consistent content discovery experience.

The Digital Ecosystem Approach: How It’s Shaping The Future For Associations
2022-06-02 11:00 - 12:30 | Group Internet-Based
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Our ever-evolving modern world presents many unique challenges to associations and member management. But in a world of change, meeting and exceeding members’ expectations remains a top priority and leveraging best-in-class technology positions your association for success.
To achieve member satisfaction, associations must evolve their everyday tools by selecting software that integrates so they can leverage member data and track member engagement in real-time. When tools and technology are able to communicate and interact with one another, it creates a digital ecosystem.
The digital ecosystem approach is the way of the future – and the present. It provides freedom and flexibility to choose tools and technology that work best for your association while facilitating a centralized hub for member data. In this webinar, Wicket Co-founder and CEO, Jeff Horne dives into this topic in more detail and provides practical examples so you can feel confident as you begin to form your digital ecosystem.

Compliance & Risk Management Training: Key Considerations
2022-05-26 11:00 - 12:30 | Group Internet-Based
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GKG Law’s Rich Bar will be the instructor for a UST Ed webinar on May 26, 2022. Rich’s webinar, Association/Nonprofit Board of Directors: Governance, Risk Management & Training, is targeted to CEOs, COOs and CFOs. Attendees will learn how to better equip board members and directors for success in their roles; how to ensure the board continuously works to promote and obtain the mission of the organization; fiduciary duty considerations and challenges; and appropriate conflict of interest management. Further course description can be found below.

One of the most important components of an association CEO/COO/CFO’s demanding role involves serving as a day-to-day conduit to the board. Boards comprised solely of volunteers sometimes don’t receive the comprehensive training needed to perform successfully. Too often, volunteer board directors don’t understand the full spectrum of fiduciary, contractual and legal duties associated with their role, or the risks and responsibilities involved when a perceived or actual conflict of interest arises. As a CEO/COO/CFO, what steps can be taken to avoid these potentially critical issues?

LEARNING OBJECTIVES

Learn how to better equip board members for success in their roles through training and communication.
Learn how to educate volunteer board members to understand their fiduciary, contractual and legal duties associated with their role
Understand what steps can be taken as a C-Level executive to avoid potential critical issues around board governance.

Top Benefits of Benchmarking for Employee Retention
2022-05-24 15:00 - 16:30 | Group Internet-Based
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During this session you will get an overview of benefits benchmarking. We’ll cover the impact how your employee benefits can influence employee retention and talent acquisition. We’ll discuss, costs, plan designs and various other key metrics to be aware of.

LEARNING OBJECTIVES

Understanding the importance of benefits benchmarking
Determining strategy for making change within your benefits package
Correlating employee benefits with talent acquisition and retention

How To Create Engaging Video Content
2022-05-24 13:00 - 14:30 | https://us02web.zoom.us/j/87881506988?pwd=[REDACTED]
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This webinar will reveal the key industry insights we’ve learned while designing, creating and executing an association docuseries content model. Join WorkerBee.TV President Dan Stevens and learn how docuseries.

LEARNING OBJECTIVES

Learn how to increases your association’s recruitment, retention and revenue
Positions your association and members as leaders in your industry
Captures your association younger, fresh-to-the-industry audiences

W291: Reserve Funds – 3 Major Considerations for Management & Board Members in 2022
2022-05-19 13:00 - 14:30
In this course we will learn why it is important for organizational sustainability to establish and maintain reserves. We will learn what methodologies are best to use to determine the size of reserves that are appropriate to your organization. We will also learn about IPS and how it how it helps.

LEARNING OBJECTIVES

Learn why it is important for organizational sustainability to establish and maintain reserves.
Understand what methodologies can be used to determine the size of reserves appropriate to your organization.
Learn about IPS and how it helps.

W263: 5 Non-negotiable Web Strategies Every Association Needs in 2022 & Beyond
2022-05-19 11:00 - 12:30
It’s not enough to simply maintain the status quo online. Your association needs to innovate and lead with a digital-first web strategy. In this session, Ray van Hilst and Chris Bonney from Yoko Co will walk you through the top 5 non-negotiable web strategies associations need to be implementing today. This won’t be a blue sky, esoteric exercise in lofty ideas that aren’t realistic. This webinar will walk you through practical, easy steps to implement tomorrow to create better engagement, increase traffic, and position your website for the future.
LEARNING OBJECTIVES

Learn the simple tweaks to your website that can dramatically increase engagement
Learn what page on your website is way more important than your homepage
Learn how to create better content faster
Learn how to write web content that converts

Best of Both Worlds: Mastering Hybrid Work Environments
2022-05-18 13:00 - 14:30 | Group Internet-Based
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As we continue to adapt to the ongoing pandemic, we can count on one constant: hybrid work is here to stay.
The Great Resignation is proving that employees have little tolerance for hasty returns to our offices. Employers, too, have seen that remote work doesn’t just work—it offers measurable benefits.
Now the challenge for association leaders is this: maintaining productivity, security, and engagement as we settle into hybrid work.
Join Heinan Landa (Founder & CEO) and David Campbell (COO) of Optimal Networks for a discussion on how your organization can refine its approach to hybrid work and capitalize on the benefits that both in-office and remote work have to offer.
About Optimal Networks
Optimal Networks is a Rockville, MD-based IT company that helps associations advance their mission by way of thoughtful technology guidance and white-glove support. For three decades, clients have turned to Optimal when they are spending too much time overseeing their IT team, are worried about the security of member data, or are concerned their technology isn’t providing the flexibility that employees and members expect.

LEARNING OBJECTIVES

Learn how to engage and collaborate with members
Learn how to engage and collaborate with coworkers
Learn how to maximize productivity with both technology and thoughtful scheduling
Learn how to keep member data safe from anywhere

Grant Management Solutions: How to Automate Grants Management
2022-05-17 15:00 - 16:30 | Group Internet-Based
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This session will provide an overview of the general grant lifecycle which is typical for federal, state, and foundation related grants. It will focus on the different types of cost allocation methods that can be used to charge donors for re-imbursements. Passthrough grants or subawards to grantees will be reviewed. Throughout the session, automating processes will be an underlying theme. The goal is to highlight where manual procedures can be automated to save time and reduce errors. Finally, the session will identify key features to look for when evaluating a grants management solution.

LEARNING OBJECTIVES

Understand the typical grants life cycle – from application to close.
Identify typical grant related data elements
Specify a grant budget – typical expense categories. Enforce allowable expenses.
Classify direct and indirect costs
Formulate indirect costs – multiple options (transactional, pooling, negotiated rates)
Calculate effort reporting and certification process
Understand matching scenarios between grants

Technology Implementation Best Practices for Project Management
2022-05-17 13:00 - 14:30 | Group Internet-Based
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A successful technology implementation project depends on more than just the technology you select. It also hinges on how well your internal team partners with your chosen vendor. That partnership has to be managed – often on top of the existing full-time job that your internal project lead already has.
If that project lead is you or someone you’ll be supervising, you’ll want to attend this session to hear from Fíonta’s association and project management experts. Our panel offers strategy and advice based on their collective experience with hundreds of association technology projects. We’ll have time to answer your specific questions too!
In this session, we’ll:

Offer strategies for successful internal project management for technology projects.
Talk about how to set and reinforce realistic expectations for the project for key stakeholders/team members as an internal project team lead.
Discuss how to vet which vendor’s project management practices are the best fit for your association, and what kind of support you should expect from a qualified partner.

LEARNING OBJECTIVES

Develop a high-level plan for internal project management for technology initiatives.
Create a list of expectations from internal project stakeholders/team members.
Build criteria for evaluating which partner offers the project management expertise and methodology that best fits your team and needs.

How to Handle Difficult Conversations in the Workplace
2022-05-12 13:00 - 14:00 | Group Internet-Based
Discover the key to handling disagreements with transparency and integrity. Practice simple yet profound models for giving feedback and managing conflict. Learn how to establish safety and avoid silencing. Confidently begin to navigate being direct and kind in everything from an annual performance review to an impromptu disagreement. Interacting in a respectful yet accountable manner are key themes in this module.

LEARNING OBJECTIVES

Examine own assessments around conflict.
Learn about differing conflict styles.
Practice 3 techniques for empowering others during crucial conversations.

W250: PCI Compliance Workshop 101 for Associations
2022-05-11 13:00 - 14:30 | Group Internet-Based
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Did you know that PCI Compliance starts with your finance team. In this course you will learn best practices of Associations and non profit organizations in for implementing PCI Compliance. The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve. Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment. Finally we review the Self-Assessment-Questionnaire (SAQ), and what you should know about it.

LEARNING OBJECTIVES

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

W235: Collaboration of the Future – Telephony, Mobilization, User Experience. Where Are You Taking Your Association?
2022-05-11 11:00 - 12:30 | Group Internet-Based
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1. What are some important vendor considerations for UCaaS & Collaboration?
2. What are most relevant features and what are some benefits of having UCaaS?
3. What are some Before/After success stories of UCaaS solutions?
a. APHA
b. NCRC
c. American Academy of Otolaryngology
d. Futures Industries Association
e. National Association of Federal Credit Unions
4. What will be the hybrid work model after everyone receives Covid vaccinations?
5. What are different platforms for evaluating UCaaS? (Broadsoft, Proprietary, MetaSwicth Teams, Zoom, with end points such as Cisco, Mitel, Polycom, Yealink, Cisco, etc.)
6. What does Microsoft Teams bring to a remote working environment? Which carriers offer a true Direct Routing solution and which carriers provide a true Native Teams Experience?
7. What are the benefits of Zoom vs. the benefits of Microsoft and/or a hybrid approach?

LEARNING OBJECTIVES

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
Finally, you will learn how to leverage Ali Niroo to help you and your organization

Operating Reserves and the Path to Sustainability – UST Education Series
2022-05-10 13:00 - 14:30 | Group Internet-Based
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We will discuss Operating Reserves and the Path to Sustainability where we will explain important core concepts related to operating reserves and connections to enhancing sustainability. Concepts covered will include strategies and goals for building operating reserves, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning, messaging and reporting to your board of directors.

LEARNING OBJECTIVES

Learn the operating reserves and the path to sustainability
Learn important core concepts related to operating reserves and connections to enhancing sustainability
Learn strategies and goals for building operating reserves, how to construct a formal operating reserve policy for board approval and considerations for emergency and non-emergency use of operating reserves along with appropriate budget planning, messaging and reporting to your board of directors

B133: Revenue Growth and 6 Common E-Commerce Mistakes for Office Supply /JanSan Dealers to Avoid
2022-05-05 15:00 - 16:30 | Group Internet-Based
Join the GOPD team to learn how e-commerce can help boost your revenue and how to avoid common mistakes like not knowing your target customers, not encouraging customer feedback, and making the checkout process too complicated.
Attendees will gain a better understanding of how e-commerce can help drive their sales, prevent pitfalls, and put their customers first.

LEARNING OBJECTIVES

Understanding key areas to focus on with an E-Commerce Solution
Ways to increase your revenue through E-Commerce
Steps to an awesome E-Commerce Site

How to Increase User Engagement Through Personalization
2022-05-04 11:00 - 12:30 | Group Internet-Based
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Are you still communicating to members as segments, based on their behaviors and transactions? Or to The Market of One?
Each individual in your community, member or not, has her own set of needs that your association is trying to meet. Traditional marketing has us speaking to segments based on behaviors and transactions. And often, traditional broadcasts are about what the association has to offer rather than what the member actually needs right then and there.
Instead of building campaigns around segments and broadcasting information, focusing on “The Market of One” connects associations and individuals by asking questions regularly over time to understand and immediately act on member needs.
See how associations are using a conversational approach to member communications – talking to “The Market of One” – to gain member insights and drive action.

LEARNING OBJECTIVES

Understand the contrast between traditional and conversational methods of member communications and develop methods for starting conversations with individual members.
Explore The Market of One, and be able to implement strategies and use cases that enable one-on-one association staff to member communications.
Gain use case campaign examples in the areas of member recruitment/renewals, event engagement, member profile building and utilize them in future strategic planning.

How to Improve Event Engagement in Organizations
2022-04-21 13:00 - 14:30 | Group Internet-Based
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The event landscape has totally changed. Many event planners are finding it challenging to reach the same levels of attendance and engagement at their live events as they did in the pre-pandemic world. That’s because event attendees’ expectations have totally changed. In today’s world, event planners must innovate and offer attendees unique, fun and memorable experiences in order to achieve the same impact. And, ensuring the engagement continues long after the event is over is paramount. With video, organizations are achieving these goals.
Join Joel Resnik, co-founder and Chief Revenue Officer at Gather Voices, Drew Holmgreen, Vice President of Brand Engagement at Meeting Professionals International, and Erica Kingler, Senior Director of Marketing from the Association for Accessible Medicines, to explore real world examples of how organizations are using authentic video content from real people to maximize the impact of their live events.

LEARNING OBJECTIVES

Summarize the process of gathering, building, and publishing user-generated content before, during and after live events.
Assess the organization’s strategic initiatives to identify areas of opportunity to include more authentic video content co-created with members who attend your events.
Design a request for user-generated video content and identify execution tactics to use at the event.

How to Get PCI Compliance For Your Business | 9 Simple Steps
2022-04-20 12:00 - 13:00 | Group Internet-Based
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In this course you will learn best practices of organizations in implementing PCI Compliance. The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve. Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment. Finally we review the Self-Assessment-Questionnaire (SAQ), and what you should know about it.

LEARNING OBJECTIVES

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

B110: Beyond DCAA Compliance - Making Your Accounting/ERP System a Tool for Growth & Scale
2022-03-31 13:00 - 14:30 | Group Internet-Based
Come learn how Microsoft Dynamics 365 can help Government Contractors improve operational efficiencies for Companies that either sell or manufacture products for the Federal Government. Hundreds of Government Contractors have relied on Microsoft Dynamics to achieve DCAA compliance as well as improved Operational and Financial processes.

LEARNING OBJECTIVES
You will learn how the Dynamics 365 solution with the GovCon365 app helps Government Contractors with the following capabilities. Presentation agenda will include:

Navigation and Personalization
Reporting
Client specific workflows
Inventory Management
Quote to Order Process
Assembly Orders and BOM’s

The Roadmap to Engagement: Using Video Strategically
2022-03-23 13:00 - 14:30 | Group Internet-Based
Is your association using video strategically?
Video is a must-have for associations to provide value and engage with their members. By lowering the cost and monetizing video, it will turn into a profit center when produced and distributed to your audience strategically.
If your association is using video strategically, then you are:

Measuring the impact of your video investments on revenue, retention and recruitment
Leveraging the data from your audience’s behavior to guide future programming
Using video as the pillar to produce audio and text and offer choice to members
Monetizing your multimedia content via sponsorship, subscription and pay per view

If your association is not checking off each item above, you want to attend this webinar as the majority of your association member interaction continues to be digital engagement.

LEARNING OBJECTIVES

The 4 steps to using video strategically iBest practices on how to use video as a pillar for your content strategy
Professional services, technology and trends for creating professional video content on a budget
How to create marketing and micro-learning content to support your webinars, events and continuing education content

How to Automate Accounts Payable For Your Business
2022-03-22 11:00 - 12:30 | Group Internet-Based
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Accounts Payable is absolutely critical to running a successful business. Accounts Payable is the last line of defense against certain types of fraud, and it holds immense responsibility to manage cash, to comply with myriad regulations, and to operate efficiently to ensure that suppliers get exactly what they are promised, on time, every time.
Even so, A/P is often under-supported by investment leaving team members with manual processes driving everyday “hair on fire” drills, paper check processes that are unchanged in decades, and little capacity to make changes — even changes with huge ROI.
In this AP Summit (1st part of a multi series Webinar) we will cover 3 main strategic areas of Accounts Payable:

Supplier Vetting and the KYS (Know Your Supplier) Standard
State of the Art in Payment Methods
AP Best Practices to Create Value

LEARNING OBJECTIVES

Understand Supplier Vetting and the KYS (Know Your Supplier) Standard
Learn about the latest State of the Art in Payment Methods
Study AP Best Practices used by other peer organizations to Create Value

Automate Accounts Payable (AP): Impact on your Organization and your Industry
2022-03-22 11:00 - 12:30 | Group Internet-Based
Accounts Payable is absolutely critical to running a successful business. Accounts Payable is the last line of defense against certain types of fraud, and it holds immense responsibility to manage cash, to comply with myriad regulations, and to operate efficiently to ensure that suppliers get exactly what they are promised, on time, every time.
Even so, A/P is often under-supported by investment leaving team members with manual processes driving everyday “hair on fire” drills, paper check processes that are unchanged in decades, and little capacity to make changes — even changes with huge ROI.
In this AP Summit (1st part of a multi series Webinar) we will cover 3 main strategic areas of Accounts Payable:

Supplier Vetting and the KYS (Know Your Supplier) Standard
State of the Art in Payment Methods
AP Best Practices to Create Value

LEARNING OBJECTIVES

Understand Supplier Vetting and the KYS (Know Your Supplier) Standard
Learn about the latest State of the Art in Payment Methods
Study AP Best Practices used by other peer organizations to Create Value

How to Increase Newsletter Engagement | Top Strategies
2022-03-17 11:00 - 12:30 | Group Internet-Based
View Webinar Recording
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Many organizations still struggle with email newsletter marketing. They don’t want to send information that is out-of-date and irrelevant but lag behind in keeping their emails current. Email newsletters are a great way to share industry news with your members, but a lot has changed in the world of email. Join us and learn how to 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

Identify ways to leverage new technologies to make your email newsletter more sophisticated.
Get some useful ideas for maximizing your newsletter real estate.
Learn how to leverage the fundamentals of email engagement for your newsletter.

How to write an RFP Request for Proposal
2022-03-16 11:00 - 12:30 | Group Internet-Based
View Webinar Recording
Listen to the Podcast
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

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.
To provide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.
To create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.
