W351: Long-lasting Change and Impact through the Power of Association Meetings
2023-01-25 13:00 - 14:00 (America/New_York) | https://zoom.us/j/91827528010
COURSE DESCRIPTION:
Now is the time to take the next step in elevating the Power of associations by leaving long-lasting impacts in destinations through their meetings. Whether we are talking about creating public awareness for a societal or health issue, changing policies with local governments and policy makers or knowledge exchange and transfer in the association’s field of expertise, our meetings can be the driver of change in local communities. Join us for an inspirational journey of discovery what some of the pioneers in creating intentional legacies have done to date!

LEARNING OBJECTIVES:

Learn what some of the pioneers in creating intentional legacies have done to date.
Learn the next step in elevating the Power of associations by leaving long-lasting impacts in destinations through their meetings.
Learn how our meetings can be the driver of change in local communities when it comes to creating public awareness for a societal or health issue, changing policies with local governments and policy makers or knowledge exchange and transfer in the association’s field of expertise.

W325: Think Outside the AMS
2023-01-24 11:00 - 12:00 | https://zoom.us/j/93574500744
COURSE DESCRIPTION:
This course is designed to introduce attendees to a rapidly evolving shift in how associations build their IT ecosystems to best support their mission and their members. We will explore various approaches, grasp key concepts, and examine practical examples of how various commercial off the shelf systems can talk to each other, exchange information, and work together, with minimal technical expertise and headaches on your part.

LEARNING OBJECTIVES:

Explore different AMS paradigms: Swiss army knife vs a box of specialized tools.
Learn about different systems integrations approaches, why you need them, and what they do best.
Explore some practical examples of integrations.

Best Practices for Microsoft Dynamics 365 Data Migration
2023-01-19 13:00 - 14:00 | https://zoom.us/j/93046009950
COURSE DESCRIPTION:
When it’s time to move from your old ERP or accounting system to Microsoft Dynamics 365, don’t be a digital hoarder. Contrary to popular belief, you do not need every last byte of historical data from your old system to work effectively. Join us as we go over best practices for data migration so you can be strategic and save your organization a lot of time, effort and money!

LEARNING OBJECTIVES:

Which areas of historical data should you migrate during an implementation?
How much historical data should you migrate?
At what point(s) in the implementation should you migrate historical data?
What happens to the data that didn’t make the cut?

Important Steps to Take for a Smooth CRM Implementation Proccess
2023-01-18 13:00 - 14:00 | https://zoom.us/j/96586241017
COURSE DESCRIPTION:
In this session, you will learn the top 10 reasons why customer relationship strategies, and the technology that supports them, often fail to meet expectations. Technology like “CRM” is often implemented misaligned with customer acquisition, retention, and advocacy business objectives, In this session, Chuck and JC share the primary reasons for this misalignment and offer recommendations for reducing digital friction and increasing congruency with revenue goals. You will learn about the importance of expectation management and identifying core business objectives for technology and innovation and the importance of human-centered design thinking in CRM engagements. This session also offers practical advice for organizations experiencing low adoption of CRM technology and companies that need to get CRM strategy and technology right.

LEARNING OBJECTIVES:

Identify the top 10 reasons why CRM efforts fail.
Learn how to align stakeholders with the vision of CRM and Rev Ops (revenue operations) success.
Gain a better understanding of the practices that help align expectations and increase Customer Relationship Management Adoption.

W366: Building Member Value in a Post Pandemic World
2023-01-17 13:00 - 14:00 | https://zoom.us/j/95605387837
COURSE DESCRIPTION:
Join Pete Zimek, CEO of Novi AMS for a deep dive into how the pandemic has affected our organizations… and how associations are emerging from the pandemic to serve members in smarter, leaner, and more mission-focused ways. We’ll start with an examination of membership trends and finish with a group discussion of the paradigm shifts needed to create the future.

LEARNING OBJECTIVES:

Identify the leadership traits that served their organizations well during the pandemic and how they may continue to spark innovation moving forward.
Think more creatively and more intentionally when developing everyday member outreach programs.
Recenter members and membership staff on the “why” of the organization.

How to Boost Member Engagement For Your Association
2023-01-17 11:00 - 12:00 | https://zoom.us/j/94910622708
COURSE DESCRIPTION:
Are your members truly engaged? Typical measures of engagement – such as email open and click-through metrics, social media interactions and website visits – are indicators of general activity, and not necessarily true member engagement. Real engagement happens when members get to use their voices, early and often! It’s time to level up your member interactions throughout the year by making your engagement about the member (and not their passive data).

LEARNING OBJECTIVES:

Understand the connection between member insights (what the association knows about its members) and member engagement (action, attention and long-term commitment).
Consider a more frequent use of the Voice of the Member as a key indicator of engagement for their association.
Evaluate their current technology stack for member listening capabilities.

W358: Data Analytics Maturity Model: What’s Your Score & What’s Next?
2023-01-12 13:00 - 14:00 | https://zoom.us/j/95373737158
COURSE DESCRIPTION:
Are data and analytics starting to sound like buzz words? How can associations truly put their data to work? Use a Data Analytics Maturity Model to help you understand your organization’s current state and learn concrete steps you can take to advance your organization’s path to more data-driven decision making. Identify how you compare to your peers in categories such as data culture, architecture, leadership, process, and more.

LEARNING OBJECTIVES:

Learn how to understand your organization’s current state and learn concrete steps you can take to advance your organization’s path to more data-driven decision making.
Learn how associations truly put their data to work.
Learn how you compare to your peers in categories such as data culture, architecture, leadership, process, and more.

W297: Understanding The Difference Between Lead And Demand Generation
2023-01-12 11:00 - 12:00 | https://zoom.us/j/96154443823
COURSE DESCRIPTION:
There’s a tendency to use lead gen and demand gen interchangeably, yet they are unique tactics that stand on their own when it comes to the buyers journey.
Join us as we break down the differences between both processes, and the strategy and technology that fuels both efforts and learn how to identify what association need to focus on.

LEARNING OBJECTIVES:

Learn how to understand the differences between lead gen and demand gen
Learn how to identify what tactics can be used to drive both types of campaigns
Learn how to understand the type of technology and data needed to deliver each type of campaign

W271: Member Segmentation: The Key to Affordable and Effective Hybrid Events
2023-01-11 13:00 - 14:00 | https://zoom.us/j/95977460352
COURSE DESCRIPTION:
During the pandemic associations pivoted to virtual events as a means to connect and educate members. As we learn to live with COVID we are now all back to physical, in-person events, but are left with the challenge that the average association only gets 15% of members to their annual conference. How do we affordably implement hybrid to reach a larger audience and ensure that our best content doesn’t miss 85% of our members? This webinar will discuss the different hybrid models that are emerging to balance cost and workload while addressing the needs of delivering to a much larger audience.

LEARNING OBJECTIVES:

How member segmentation can help you plan for hybridizing a conference
Hybrid models that work without blowing the budget or your teams capacity
Using event content strategically, all year long

Tips for Growing Social Media Following | Top Factors
2023-01-10 13:00 - 14:00 | https://zoom.us/j/97364259941
COURSE DESCRIPTION:
Right now, raise your hand if you’ve ever wondered if you’re posting on social media at the right time and post enough.
Don’t worry; you’re not alone, as has plagued marketers since the dawn of social media.
During this session, we will discuss the correct number of posts to publish daily and their impact on each social media channel.

LEARNING OBJECTIVES:

Learn the correct numbers of posts to publish daily.
Learn the impact your posts have on each social media channel.
Learn the right and wrong times to make your posts.

W370: Why Online Community is Your Association's Future: Changing how we Work & Connect (Part 1)
2023-01-10 11:00 - 12:00 | https://zoom.us/j/94169296785
COURSE DESCRIPTION:
Online communities are tremendous wellsprings of innovation. They give every association an always-accessible presence, moving ahead of magazines or newsletters as the most valued member benefit. When your online community fosters a genuine sense of belonging, it becomes core to your members’ professional identity. Association members are emerging from the pandemic with a significantly higher level of technical proficiency, giving membership-based organizations the opportunity to reassess and reimagine how online community can become a predictable core growth engine.

LEARNING OBJECTIVES:

Learn techniques to foster a spirit of generosity within your online community.
Learn options to transform mentorship in your industry.
Learn how to create year-round engagement opportunities for your exhibitors and partners.

Business Central vs Dynamics 365: Which is Right for Me?
2022-12-20 13:00 - 14:00 | https://zoom.us/j/93461788129
COURSE DESCRIPTION:
An overview of differences and similarities between Dynamics GP and Business Central (BC) functionality that affects how accounting users work.

LEARNING OBJECTIVES:

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

Multichannel Selling: Implications on Sales Tax Obligations
2022-12-20 11:15 - 12:15 | zoom.us/j/93461788129
COURSE DESCRIPTION:
Learn how to help your business navigate the myriad tax obligation considerations when selling through multiple channels.

LEARNING OBJECTIVES:

Learn how the acceleration of multichannel selling has affected retail businesses.
Sales tax considerations to keep in mind when selling through the most common channels.
Learn how multichannel sales impact economic nexus.
Learn the five steps to proper sales tax compliance.

W361: Reputation Risk as Part of Your Cybersecurity Program
2022-12-20 10:00 - 11:00 | zoom.us/j/93461788129
COURSE DESCRIPTION:
Has your website domain been blacklisted without your knowledge? Are visitors not coming to your site because it’s flagged as unsafe? Are your donor lists being shared on the dark web? Learn the best practices for monitoring and protecting your organization’s most valuable asset: your reputation. Understanding your reputation risk goes way beyond just googling your company name. In this session, we will cover the many ways your online reputation can be compromised and offer recommended tools available for monitoring these risks. We will also discuss remediation steps for addressing any issues uncovered.

LEARNING OBJECTIVES:

Learn best practices for managing your online reputation.
Learn recommended tools for monitoring reputation risk and how to remedy issues identified.
Learn how reputation risk fits into an ongoing cybersecurity program.

Survey Design Best Practices: Actionable Strategies & Insights
2022-12-15 13:00 - 14:00 | https://zoom.us/j/97797509494
COURSE DESCRIPTION:
Surveys are the least demanding, most scalable way to collect insights about your members. And if you’re not surveying them regularly, everything your association does—from communications to program design—is merely guesswork. This age-old method can be understated today—but the survey is alive and well in the array of modern marketing technology.
The good news? Surveys are cheap and easy. The bad news? Surveys are cheap and easy. Because surveys are so simple to write and distribute, most associations ask bad questions (inevitably leading to bad data). It’s easy to conduct surveys so quietly flawed that they deliver inaccurate, biased, useless insights. If your surveys aren’t carefully crafted, you’ll end up with untrustworthy results. In this session, you’ll become a survey savant by learning modern strategies to create, distribute, and analyze member surveys. More importantly, you’ll learn the common pitfalls to avoid in the science of survey building so you can take full advantage of this dynamic way to collect member insights.

LEARNING OBJECTIVES:

Learn the six principles of good survey design.
Learn how to create a survey strategy that collects the data you actually need.
Learn how to analyze the data objectively so you can make meaningful changes in your organization.

SEO Duplicate Content Check: Why Its Important?
2022-12-14 15:00 - 16:00 | https://zoom.us/j/97095323274
COURSE DESCRIPTION:
Google does not like duplicate content and often penalizes pages and websites with duplicate content.

LEARNING OBJECTIVES:

Learn what duplicate content is.
Learn how to fix it when duplicate content is published.
Learn how to ensure your rankings are not affected by your content.

W362: Successful Recruiting, Hiring and Onboarding in a Remote or Hybrid Environment
2022-12-13 15:00 - 16:00 | https://zoom.us/j/97890511676
COURSE DESCRIPTION:
There’s no doubt about it. The COVID-19 pandemic changed the workplace forever. Now defined by flexibility – either remote, hybrid, or part-time – building and retaining a robust workforce presents new opportunities and challenges for employers. How you adapt your screening, recruiting, and retention processes will play a vital role for years to come. So, what do you, as an employer, need to know to navigate this “new normal” for your business?
At FlexProfessionals, we have been experts and advocates for flexibility long before the pandemic made it mainstream, helping 800+ non-profits, associations and other businesses redefine their workplaces to incorporate flexibility. Let’s dig into how to utilize flexibility as a strategic tool in the war for talent and gain insights on how you can employ flexible positions to reach an untapped, gender diverse group of job seekers.

LEARNING OBJECTIVES:

Understand how the recruiting power has shifted post-pandemic.
Learn how to integrate and embrace flexibility into your recruiting process as a long-term strategy, rather than a reaction to post-pandemic trends.
Develop concrete strategies for successfully onboarding remote and hybrid workers, including creating a sense of belonging.

B143: SEO has Changed. Learn About Google’s Algorithms and How to Optimize Your Website and Social Media
2022-12-08 15:00 - 16:00 | https://zoom.us/j/98186300646
COURSE DESCRIPTION:
Don’t miss this session if you want to learn more about SEO. Discover how to adjust to the ever-changing Google algorithms that help you show up in searches.

LEARNING OBJECTIVES:

Learn changes from Google that you should know about.
Learn how to do On-Page and Off-Page SEO.
Learn how to amplify your blog’s relevance and ranking.
Learn how Social Media impacts SEO.

W363: Seemingly Limitless, Unapologetic, Member Resources — Expand Your Content's Reach and Elevate Your Brand
2022-12-07 13:00 - 14:00 | zoom.us/j/98123898580
COURSE DESCRIPTION:
Your organization has curated knowledge, gathered over many years, in the form of text, PDFs, white papers, videos, products… Put this content to work — retaining the members you’ve got and attracting prospects not yet in the fold. Many organizations do a poor job showcasing all of the good “stuff” in their arsenal — join us to discuss our best tips and advice for ‘getting it all out there’ in a dynamic and engaging ways which will keep ’em coming back again and again.

LEARNING OBJECTIVES:

Learn the distinction of having well written/SEO-friendly (another session) and discoverable/organized (this session) content.
Learn how content visualizations can ‘up’ your engagement game and drive discovery across all your bases of knowledge.
Learn tips for understanding what your “customers” want and to ensure you’re delivering the right content to the right people at the right time.

W359: Small Budget, Big Impact: Affordable Ways to Level-Up Marketing
2022-12-07 11:00 - 12:00 | https://zoom.us/j/96282017798
COURSE DESCRIPTION:
Today, it IS possible to make a tremendous, polished, professional impact through your marketing initiatives with only a modest marketing budget. Discover budget-friendly techniques and tools that are truly within reach, even if your annual marketing campaign budget doesn’t expand beyond four digits.

If you’re a small- to mid-sized association, it’s to be expected that your marketing budget is right-sized and therefore not huge. For many associations, cost and human resources have historically been barriers to adopting “best practices” in strategic marketing and communications. Likewise, the old adage does still hold true – you have to spend money to make money. Fortunately, today, it’s possible to make a tremendous, polished, professional impact through your marketing initiatives with only a modest marketing budget.

In this session, you’ll learn about techniques and tools that are truly within reach, even if your annual marketing campaign budget doesn’t expand beyond four digits. In this interactive session, we will showcase real examples in action, as we highlight some of the tools and techniques that help low-cost campaigns generate high-impact returns. Participants will also gain access to a hot list of low-cost marketing ideas, templates, and resources that make a huge impact.

LEARNING OBJECTIVES:

Learn how to develop and implement a marketing plan and budget that delivers “big-impact” results from smaller budgets.
Learn how to apply strategies and tactics to build and execute successful marketing campaigns with limited budgets.
Participants will gain access to a list of techniques and tools that have been vetted to help them in their quest to deliver maximum impact with minimal investment through marketing.

W337: Why Associations Should Stop Planning Events and Start Designing Experiences
2022-12-06 15:00 - 16:00 | https://zoom.us/j/91204889122
COURSE DESCRIPTION:
It is an understatement to say that 2020 and most of 2021 was disruptive to all facets of our lives. When it came to meetings and events, which historically relied heavily on in-person interaction, it was a time of change and lessons learned. Now that we are returning to in-person events, it is imperative that our associations don’t fall back on history and habit. Learn what it takes to design experiences rather than simply planning events. From meeting design to stakeholder engagement, the landscape has changed—is your association ready?

LEARNING OBJECTIVES:

Learn what it takes to design experiences rather than simply planning events.
Learn how the landscape has changed from meeting design to stakeholder engagement.
Learn how to not fall back on history and habits now that we are returning to in-person events.

W372: Growing your 365 Community
2022-12-05 13:00 - 14:00 | https://zoom.us/j/93201390194
COURSE DESCRIPTION:
Membership is about more than attending an annual event and receiving a newsletter. It’s about finding connections and educational content that advance your business objectives. There are many ways to build a year-round community to connect members to members and buyers to sellers. Making human connection needs the heart of your digital efforts and pulling insights from your data. This team of forward-thinkers will share what they have learned to support your growth, from strategic design to execution.

LEARNING OBJECTIVES:

Explore what ‘365 connection’ means to your unique community.
Discover the opportunities for growth when you engage consistently and meaningfully.
Compile a list of ideas you can prototype with your own organization.

B141 : What is the Return on Investment (ROI) from Utilizing Asset Maintenance / Asset Management Software
2022-12-01 10:00 - 11:00 | https://zoom.us/j/92119426840
COURSE DESCRIPTION:
By the end of 2023, 82% of enterprise decision makers will need to make critical decisions regarding the management of their enterprise assets. As organizations shift to more digitalized business models, choosing the correct Enterprise Asset Management (EAM) system is key to their success. During this session, you will learn how an intuitive asset management and maintenance solution can streamline maintenance work processes, extend asset lifecycle, reduce operational costs—and boosts overall efficiency.

LEARNING OBJECTIVES:

Understand why an Enterprise Asset Management solution is so important to your customers and the ROI you can achieve.
Learn why user adoption is key to the success of any asset management system and how to identify the winning features to make that happen.
Learn how to identify asset management opportunities based on different verticals and how to evolve the solution as the business grows.

S304: Cybersecurity Fundamentals for 501C Executives
2022-11-30 14:45 - 15:45 | https://zoom.us/j/92730590753
COURSE DESCRIPTION:
The threats, risks, and potential solutions within cybersecurity are changing faster than any other area of technology. As critical as this topic is for an organization’s future and brand reputation, it is one of the least understood by executives. This session does away with the tech-talk and explains the must-know facts about cybersecurity risks, what executives need to understand, what questions to ask, and how to ensure your IT team is headed in the right direction at an adequate pace.

LEARNING OBJECTIVES:

Learn what’s driving a surge in cybersecurity incidents.
Learn what your greatest risk is.
Learn how you can understand if IT is doing the right thing.
Learn how to know if you are doing enough.

S303: How to Craft a Compelling Story for Your Organization Using Financial Footnotes and Forms (990)
2022-11-30 13:30 - 14:30 | https://zoom.us/j/92730590753
COURSE DESCRIPTION:
There is more to your nonprofit than just the numbers on your 990 and financial statements. Sophisticated donors often delve deeper than just the numbers before making contributions. Learning to tell your organization’s story via IRS 990 and the financial statement footnotes is significant to your organization’s success.

LEARNING OBJECTIVES:

Learn to use the 990 to tell the story.
Learn to use the financial statement footnotes to tell the story.
Learn to work cross-department to develop the story.

S302: 5 Steps To Selling Your Board of Directors on Your Required Technology Spend
2022-11-30 11:15 - 12:15 | zoom.us/j/92730590753
COURSE DESCRIPTION:
Convincing the board to invest money, time and resources in technology is no small feat. It can be a nerve-racking task to have just one chance to present to not one, but multiple people, on the value of a technology upgrade to the organisation. How can you get the board on your side? There are two components to this challenge. In this session, I will discuss best practices for the board meeting itself. We will review the specific steps you should take before the board meeting even occurs, both while preparing a presentation and speaking with board members privately.

LEARNING OBJECTIVES:

Learn how to detail how managed IT services will affect your budget
Learn how to articulate the ongoing value of IT services
Learn how to provide the correct documentation to support your proposals.

WINTER SYMPOSIUM, Washington D.C. (In-person)
2022-11-30 10:00 - 15:45
Join us in Washington, D.C. for an in-person one day only event!

(for Associations & Nonprofit Professionals)
We have combined four dynamic sessions for an in-person one day event to learn, earn, & network with your peers.
FOCUS: Finance | Tech | Strategy

Wednesday, November 30th
10:00 AM – 3:45 PM @Clydes Restaurant; Gallery Place
3:45 PM – 5PM and beyond…Happy Hour
LEADERSHIP AWARDS will be presented for selected Association professionals
Registration: $25 (includes 4 sessions, lunch & Happy Hour) You will be invoiced after registration.
Up to 4 CPE/CAE Credits

Session Details
Session 1: Non-Profit Strategic Plans – Best Practices & Key Pitfalls
Instructors: David Keen, CFO Business Development at American Physical Therapy Association; Jennifer Brearey, Chief Financial and Operating Officer at AdvaMed

Session 2: 5 Steps To Selling Your Board of Directors on Your Required Technology Spend
Instructor: Ali Niroo; Managing Partner; BridgePointe Technologies

Session 3: How to Craft a Compelling Story for Your Organization Using Financial Footnotes and Forms (990)
Instructor: Rob Eby, CPA, CGMA, Experienced Accountant of Nonprofit Organizations, Partner at Aronson LLC; Stacy Cullen, Tax Director, Aronson LLC

Session 4: Cybersecurity Fundamentals for 501C Executives
Instructor: Brian Scott, President, CIO, ClearTone Consulting LLC

Best Practices For Puting Together a Nonprofit Strategic Plan
2022-11-30 10:00 - 11:00 | https://zoom.us/j/92730590753
COURSE DESCRIPTION:
Associations of all shapes and sizes engage in strategic planning that often results the creation of a multi-year strategic plan. A meaningful strategic plan sets the Association’s priorities and focuses the leadership and staff on execution of those priorities. Many associations are so focused on the creation of the plan itself that the plan loses meaning and often aren’t executed. Through the implementation of best practices and the avoidance of common pitfalls every organization can create a meaningful strategic plan through a process that is right sized to fit their organization.

LEARNING OBJECTIVES:

Understand key factors in developing and communicating a strategic plan.
Discussion on the impact your board composition can have on your strategic plan design and funding.
Discuss different ways strategic plans are funded.

W352: The High Life and Dangers of an Undercover Member Forum
2022-11-29 11:00 - 12:00 | https://zoom.us/j/92886744244
COURSE DESCRIPTION:
Learn how to go undercover to review association website pages and the results of voicemails, emails, and contact-us forms. You will be trained as an undercover member to understand what these experiences and interactions can be within any organization through the perspective of an association member. Learn what to look for that may be confusing, unclear, or outdated for your members and prospective members. Additionally, in this highly engaging session, you will be challenged with examples and illustrations to elevate the member and event attendee experience.

LEARNING OBJECTIVES:

Learn how to see member engagement points through the perspective of a new member
Learn how to partner with others and target areas for review in a timely manner
Learn how to energize and get total staff buy-in for an improved overall member experience

Understanding the Digital Ecosystem: Using New Technology
2022-11-22 11:00 - 12:30 | https://zoom.us/j/98579866848
COURSE DESCRIPTION:
Like most associations, for decades ASAE has had a traditional technology, AMS-centered stack as the core of their business systems infrastructure. Two years ago, ASAE started to explore alternatives to the traditional model, and now in 2022 are beginning the rollout of a new suite of tools that will transform and modernize the organization. Key to this transformation includes embracing an ecosystem approach to software: use purpose-built tools, connected together, focusing on the member experience.

In this session, we’ll explore the key components of ASAE’s new technology stack including the Member Data Platform (MDP), Integration Platform as a Service (iPaaS), eCommerce platform, and other cloud-based solutions.

LEARNING OBJECTIVES:

Understand the core components of a digital ecosystem approach.
Learn about the use of iPaaS technology to enable integrations and the MDP for member data management.
See ASAE’s solution architecture and learn why they are pursuing a non-traditional approach.
Explore the idea of a phased approach to a digital infrastructure rollout.
