How to Guide Your Association Through Major IT Change
2024-05-09 13:00 - 14:00 (America/New_York) | https://zoom.us/j/92360415559
COURSE DESCRIPTION:
Whether you’re migrating to a new AMS, switching MSPs, or rolling out a new fleet of laptops, major IT changes require more than a methodical technical implementation to be successful.
If you want your teams to be comfortable with changes to their IT experience and empowered to use the new technology to the fullest, thoughtful change management is key. And it needs to factor into your project plans from the very beginning.
Join the experts at Optimal Networks whose combined 5 decades of experience can help your next big change go smoothly.

LEARNING OBJECTIVES:

Learn the human side of implementing new technology
Learn how to create IT champions within your organization
Learn how to minimize disruption and maximizing adoption
Learn about real examples of successful project plans for associations

To Watch this Webinar on the Media Library CLICK HERE!

Masterclass in Event Marketing: Transform Your Strategy with the 9-Point AI System for Content and Lead Generation
2024-05-09 11:00 - 12:00 | https://zoom.us/j/96579494541
COURSE DESCRIPTION:
Step into the future of event marketing with our exclusive Masterclass, valued at $15,000, now offered free for attendees of this session. This premium experience is designed to equip you with our revolutionary 9-Point AI System, transforming how you create content and generate leads. Delve into the power of AI-driven strategies to attract and engage your target audience effectively and learn to craft compelling content that enhances attendee and exhibitor acquisition.
This session is ideal for event organizers and marketers aiming to outpace the competition. By attending, you’ll gain practical insights and actionable strategies valued at $15,000—free for participants. Elevate your event’s profile and ensure its success with cutting-edge techniques that not only attract but also captivate your ideal audience.

LEARNING OBJECTIVES:
In this masterclass, you will:

Master AI-enhanced content creation tailored specifically for events.
Discover innovative techniques to generate highly targeted leads that convert.
Get hands-on with tools that automate and optimize marketing efforts, from dynamic email campaigns to sophisticated retargeting strategies.

To Watch this Webinar on the Media Library CLICK HERE!

Session 2: Product Tour: Nonprofit GRANT Tracking Made Easy with Sage Intact
2024-05-08 13:00 - 14:00 | https://zoom.us/j/98968350062
COURSE DESCRIPTION:
A Nonprofit Playbook for Moving to the Cloud: A 3 Session Series

Session 1. Benefits to Moving to an ERP that Specializes in Nonprofits
Session 2. Product Tour: Nonprofit Grants Tracking & Budgeting Made Easy with Sage Intacct
Session 3. Microsoft D365 Business Central vs Sage Intact for Nonprofits

In this insightful session, we will demonstrate how Sage Intacct can enhance your grant/fund tracking and budgeting processes. During the product tour, we will explore centralized and automated grant/fund tracking, encumbrance and commitment accounting, revenue recognition and compliance reporting, and role-based dashboards. Join us to learn the full potential of Sage Intacct so you can drive efficiency, growth, and collaboration within your nonprofit organization!

LEARNING OBJECTIVES:

Centralized and Automated Tracking: See how Sage Intacct automates the tracking of grants and funds efficiently.
Encumbrance and Commitment Accounting: Learn how Sage Intacct handles encumbrance and commitment accounting seamlessly.
Revenue Recognition and Compliance Reporting: Discover how Sage Intacct simplifies revenue recognition and ensures compliance reporting.
Role-Based Dashboards: Review the role-based dashboards that grant stakeholders increased visibility into financial data.

To Watch this Webinar on the Media Library CLICK HERE!

Real + Artificial Intelligence = Success: How to Collaborate Effectively in an Increasingly Automated World
2024-05-08 11:00 - 12:00 | zoom.us/j/93615726785
COURSE DESCRIPTION:
While the concept of artificial intelligence (AI) has been around for almost 70 years, the dramatic entrance onto the tech stage of generative AI in 2022-23 with the release of large language model tools such as ChatGPT has taken the world by storm. Now almost every tech tool or platform appears to be ‘AI-based’ or ‘AI-powered’. But diving into something just because it’s bright/shiny/new isn’t a sound strategy, and a tool in search of a solution rarely gets the job done. This session will explore how best to take advantage of recent advances in generative AI by thoughtfully applying such tools to help solve real world problems and advance your organization’s mission and vision. Generative AI is here to stay—and it is already changing the way we all work–but how you choose to use it can make all the difference in the world.

LEARNING OBJECTIVES:

Keep informed about the ongoing evolution and development of AI applications (separating the truth from the hype).
Identify opportunities to increase productivity through the prudent use of AI tools.
Draft policies and practices to engage in ‘informed experimentation’ with AI products.

To Watch this Webinar on the Media Library CLICK HERE!

Bust Those Silos! How Your Digital Storytelling Can Foster Internal Cooperation
2024-05-07 13:00 - 14:00 | https://zoom.us/j/92038312941
COURSE DESCRIPTION:
One of the major challenges for communicators and marketers in organizations is internal silos.
Does this sound familiar?
“Can you get this email out…tomorrow?”
“We have this report and need a microsite for it – now.”
“But can’t you just move those other things in the content calendar? This is a priority.”
If it ever feels like one side of your organization is working against your every effort in digital, this session is for you.
We’ll walk you through how digital storytelling can be an effective countermeasure to (simultaneously!) break silos and improve your messaging.

LEARNING OBJECTIVES:

How to position digital communications as a means to address organizational frustrations
Learn how organizations use the lens of digital storytelling to address and correct internal challenges
Get tips for leveraging digital storytelling for operational success

To Watch this Webinar on the Media Library CLICK HERE!

How to Build a Business You Can Sell
2024-05-07 11:00 - 12:00 | https://zoom.us/j/96429679562
COURSE DESCRIPTION:
After successfully helping 2 founders position their businesses for successful exits, including a sale to Berkshire Hathaway, Eric Krucke now leads the CFO Practice at Aprio. A national firm and practice, Eric helps founder & family-owned companies build businesses they can sell. He will share market insights and a proven approach to work with your team to get ready. The truth is that “a great business to sell, is also a great business to keep”. Why not be ready?

LEARNING OBJECTIVES:

Identify the Top 3 Business & Founder Risks that lead to business failures or the inability to sell your business
Learn how “the market” views your business…closing the gap between the seller and buyer’s perceptions
Discover a proven playbook that helps you get a business ready to sell: Assess Readiness, Align on Four Fundamentals, Build Roadmap
Understand the Four Fundamentals that must be aligned for your team to help ready your business for a successful exit

To Watch this Webinar on the Media Library CLICK HERE!

Cold to Sold: Mastering the Art of Conversational Prospecting
2024-05-02 11:00 - 12:00 | https://zoom.us/j/93334120390
COURSE DESCRIPTION:
Are your sales outreach efforts getting ignored in a competitive market? Transform your strategy by mastering the art of human-to-human prospecting. This session will guide you away from aggressive sales tactics and pitch-slapping, towards building genuine relationships through meaningful dialogue.
Discover how AI can help you identify what prospects care about, enabling you to initiate conversations that are both relevant and welcome. This isn’t about automating outreach; it’s about making each interaction count, significantly increasing response rates.
This session will help you dramatically boost outbound sales effectiveness. It’s ideal for Microsoft partners – both resellers and ISVs who need to grow your sales pipeline.

LEARNING OBJECTIVES:
You will learn how to:

Embrace a Human-to-Human Prospecting Strategy: Enhance your outreach with genuine, personal dialogue.
Avoid Pitch-Slapping: Engage clients in dialogue, avoiding aggressive sales tactics.
Use AI to Find Conversation Starters: Leverage AI tools to start conversations without losing the human touch.
Maximize Sales by Building Trust: Cultivate trust in every interaction, enhancing the prospects’ likelihood to purchase.
Note: This session includes a workbook to help you implement what you learn. It includes examples, templates, and sample AI prompts to get you started.

To Watch This Webinar on the Media Library CLICK HERE!

3 Types of Content Every Association Needs to Grow Membership
2024-04-30 11:00 - 12:00 | https://zoom.us/j/94692657362
COURSE DESCRIPTION:
A healthy and robust membership cycle happens when you bring in a steady stream of qualified prospects, convert those prospects into new members, and then retain those new members. You accomplish this through your content. In this webinar, we will review a fictional case study of an association for CPAs, and you will learn the three types of content every association needs to grow and strengthen its membership.

LEARNING OBJECTIVES:

Learn how to take your existing content and use it to generate new membership leads
Learn what conversion content is and how you can use it to address objections to joining
Learn what the key criteria’s are for creating content that retains members

To Watch this Webinar on the Media Library CLICK HERE!

Ready to Redesign? 7 Signs Your Website is Ready for a Makeover
2024-04-25 13:00 - 14:00 | https://zoom.us/j/95676689119
COURSE DESCRIPTION:
Your website can be – and often is! – the first impression for prospective members, partners, and stakeholders.
If it looks dated, has a poor search, loads slowly, looks bad on a mobile device or is difficult to navigate, your organization doesn’t just risk frustrating existing site visitors, but it’s likely you are hindering future membership and revenue growth.
In this webinar – Ready to Redesign? 7 Signs Your Website is Ready for a Makeover – we will give you the tools to help you assess if it really is time for a website refresh.

LEARNING OBJECTIVES:
You’ll learn how to tell if your website is truly:

Delivering a modern, mobile-friendly user experience
Visually consistent with your association’s branding
Easy to navigate for members seeking resources and information
Utilizing a content management system that empowers your team
Designed to attract new members and potential sponsors
Optimized for search engines and discoverability
Creating an overall positive experience for members and visitors

Join us for this informative and entertaining webinar and let us help you create the case for upgrading your web presence this year.

To Watch this Webinar on the Media Library CLICK HERE!

Security Spotlight: Unlocking the Mystery of PCI Compliance
2024-04-25 11:00 - 12:00 | https://zoom.us/j/93772550123
COURSE DESCRIPTION:
The Payment Card Industry Data Security Standard (PCI DSS) governs card security for all merchants.
Failure to comply can be extremely costly both financially and reputationally. This webinar will
discuss version 4.0 of this standard and how it applies to those accepting cards as well as tips and
techniques for reducing scope of applicability through contracting out card collection and storage.

LEARNING OBJECTIVES:

Overview of PCI DSS 4.0 and the 12 principal requirements
Overview of Self-Assessment Questionnaires (SAQs)
Discussion of methods to reduce the scope of your Cardholder Data Environment (CDE)
Encryption vs Tokenization
Card Present vs Card Not Present environments
Brief marketplace survey of tools and techniques

To Watch this Webinar on the Media Library CLICK HERE!

15 Secrets to Newsletter Success: Elevating Membership Engagement
2024-04-24 13:00 - 14:00 | https://zoom.us/j/92596032367
COURSE DESCRIPTION:
Join our new exciting webinar and start redefining the impact of your email newsletters. In the ever-evolving landscape of digital communication, standing out in your members’ inboxes is more crucial than ever. This interactive workshop is designed for associations looking to transcend the limitations of traditional email marketing by adopting a fresh, dynamic approach that captivates and retains their audience.
During our session, we will explore 15 key strategies that illuminate the path to newsletter excellence. From leveraging cutting-edge technologies to minimize your internal workload, to crafting personalized, engaging content that resonates on an individual level, we’ll cover the full spectrum of tactics that can transform your newsletter into a powerful tool for member engagement.

LEARNING OBJECTIVES:

Technological Empowerment: Discover innovative tools and platforms that streamline the newsletter creation process, allowing you to focus on quality rather than quantity.
Content Revolution: Learn how to curate content that not only informs but also engages your audience, ensuring your newsletter becomes a highlight in their inbox.
Personalization Mastery: Master the art of personalization, understanding how to segment your audience and tailor your messaging to meet diverse interests and needs effectively.
Engagement Amplification: Uncover strategies to boost open rates and click-throughs, turning passive readers into active participants in your community.
Efficiency Optimization: Find out how to save significant time and resources by adopting a strategic approach to your newsletter process, maximizing impact while reducing effort.

To Watch this Webinar on the Media Library CLICK HERE!

Mastering the Art of the Win-Back: Strategies to Reconnect with Lapsed Members
2024-04-23 11:00 - 12:00 | https://zoom.us/j/95406903852
COURSE DESCRIPTION:
Are you looking to re-energize your community and boost dues revenue? The secret might lie with those who have already been part of your journey – your lapsed members. It’s time to transform these former members into active, engaged participants once again!
Join Dave Will, CEO & Co-founder of PropFuel, to learn “Mastering the Art of the Win-Back: Strategies to Reconnect with Lapsed Members.” This will be a live and interactive session dedicated to re-engaging those who have drifted away with effective strategies and actionable insights.

LEARNING OBJECTIVES:
– Learn A Deeper Understanding of Lapsed Members
– Learn Innovative Communication Tactics
– Learn Effective Win-Back Methods

Volunteer Management - Making Applying and Selecting Volunteers a More Transparent Process
2024-04-17 13:00 - 14:00 | https://zoom.us/j/91416822242
COURSE DESCRIPTION:
Members who volunteer will generally find greater value out of their membership, increasing their likelihood of renewal. We’ll discuss steps taken to improve the application process, ways that the association became more thoughtful in the selection process, and ways they are looking to better engage applicants not selected for a position.

LEARNING OBJECTIVES:
• Learn how to streamline volunteer management with our easy-to-use, user friendly system
• Learn how to make the application and selection process transparent and fair for all applicants
• Learn how to increase satisfaction of members by providing a more efficient way to get involved
• Learn how to engage those not selected for a position with increased feedback on their applications

Tapping into the Youth Market: Why Associations Need to Target Young Adults
2024-04-17 11:00 - 12:00 | https://zoom.us/j/93933491587
COURSE DESCRIPTION:
Associations are an important part of many industries, providing career development, networking opportunities, and community service programs. However, many associations struggle to attract young adult members. This webinar will explore the reasons why associations should be targeting the youth market and offer insights on how to make those organizations more attractive to young adults.

LEARNING OBJECTIVES:
– Understand why associations need to target the youth market and how it can benefit the organization.
– Learn strategies for making their association more appealing to younger adults, including social media, NIL programs, and networking events.
– Discover how associations can leverage the skills and passions of young adults for career development, volunteer work, and community service programs.

Strategic Planning and Fiscal Sustainability for Finance Leaders
2024-04-16 13:00 - 14:00 | https://zoom.us/j/92328772643
COURSE DESCRIPTION:
Eighty-four percent of nonprofit CFOs say their organization needs to optimize tools, methods, and systems to better serve their mission*. As a finance leader, what steps can you and your team take to meet the needs of financial users (Boards, volunteer leadership, senior management, and staff), accomplish more, and make this fiscal year the most successful?
One first step? Examine whether the tactics, financial communications, and tools your finance department team uses are effective and are enhancing financial reporting, day-to-day accounting and financial messaging, and meeting important fiscal and financial compliance regulations and requirements
This session will explore ways to enhance visibility, financial communications, accountability, improve management of financial resources, and optimize the impact of financial reporting and messaging.

LEARNING OBJECTIVES:

– We will explore four ways to optimize intra-year fiscal and financial planning and preparation
– We will discuss challenges of unusual funding and multi-year grants have on budgets and financial planning and show how to use a multi-year financial messaging and reporting platforms
– Learn about two strategies to improve overall accounting and reporting effectiveness by being proactive with your financial messaging and adapting your communication methods

Communications between development and finance departments
Communicating beyond the numbers – financial storytelling

Culture Change Made Easy
2024-04-09 13:00 - 14:00 | https://zoom.us/j/96575917285
COURSE DESCRIPTION:
Everyone wants a strong culture that drives results and attracts top talent, but most leaders don’t understand how their culture operates, or which changes will improve it. Fortunately, Jamie Notter can show you how to spot the hidden culture patterns that are standing between you and a stronger culture. Drawing from his most recent book, Culture Change Made Easy, he’ll give you a concrete model for changing culture that you can start applying right away. Now is the time to get serious about culture, and Jamie will show you how.

LEARNING OBJECTIVES:

– Understanding what culture is and how culture patterns mess with success
– Developing strategies to improve agility and collaboration in your culture.
– Learning how to manage culture continuously.

Session 1: Benefits to Moving to an ERP that Specializes in Nonprofits
2024-04-09 11:00 - 12:00 | https://zoom.us/j/96239137823
COURSE DESCRIPTION:
A Nonprofit Playbook for Moving to the Cloud: A 3 Session Series

Session 1. Benefits to Moving to an ERP that Specializes in Nonprofits
Session 2. Product Tour: Nonprofit Grants Tracking & Budgeting Made Easy with Sage Intacct
Session 3. Microsoft D365 Business Central vs Sage Intact for Nonprofits

This session explains how Sage Intacct can help you achieve digital transformation for your nonprofit organization. Discover how to provide stake holders with real-time visibility to key operational data such as grant or fund positions to budget. See how dimensional reporting can reduce our time to close with more granular reporting than is possible in legacy systems, while reducing or eliminating Excel-based reporting. You will also see how Sage Intacct empowers your finance team better support your organization’s mission by driving efficiency, growth, and collaboration.

LEARNING OBJECTIVES:

– Enhance Real-Time Visibility: Learn how to leverage Sage Intacct to provide real-time visibility to stakeholders regarding critical operational data, including grant or fund positions relative to the budget.
– Streamline Financial Processes: Understand how dimensional reporting in Sage Intacct can significantly reduce the time required to close financial cycles. By replacing legacy systems and Excel-based reporting, participants can achieve more granular and efficient reporting, leading to streamlined financial operations.
– Empower Finance Teams: Discover how Sage Intacct can empower finance teams within nonprofit organizations by driving efficiency, fostering growth, and promoting collaboration.

Redefine Your Member Value for The Digital Age
2024-04-03 13:00 - 14:00 | https://zoom.us/j/97747965915
COURSE DESCRIPTION:
You just can’t rely on an annual event and a quarterly magazine to fulfill your member needs anymore.
And why would you?
Now, every new day is a new opportunity to provide your member value with a resourceful website, far-reaching social media, and revenue-generating content.
And your members don’t just want this from you – they expect it.
So how will you reach, retain and engage your members in 2024?
Join this open discussion among peers and experts on how to update and create your member value in the digital world.

LEARNING OBJECTIVES:

– Member Expectations: Understand your audience’s mindset and what they need from your association.
– Top Tactics: Identify and optimize what’s providing your member value now, and ditch what doesn’t.
– Sustainability: Uncover ways of funding the content streams that work with today’s members.

Using Business Central for International Operations
2024-04-02 13:00 - 14:00 | https://zoom.us/j/99954639128
COURSE DESCRIPTION:
As Business Central continues to evolve, it has become even more valuable to international organizations. We will explore options for organizations to meet the local and corporate requirements. This will include handling localizations, standardizing the foreign exchange basis, intercompany transactions and consolidations.

LEARNING OBJECTIVES:
• Learn how to utilize multiple localizations to meet regulatory requirements
• Explore techniques for keeping master data in sync across companies
• Simplify foreign exchange transactions and improve accuracy with standardized basis

Make a Financial Splash: Exploring Business Central 2024 Release Wave 1
2024-03-27 13:00 - 14:00 | https://zoom.us/j/94456193092
COURSE DESCRIPTION:
Join us for a review of Microsoft Dynamics Business Centrals 2024 wave 1 and the many exciting and useful features in the financial area of the solution.
These are some of the main features that you can look forward to in the financial area of Microsoft Business Centrals 2024 wave 1. They are designed to help you improve your financial performance and health and achieve your business goals and objectives.
We hope you’re as excited as we are about the upcoming update of Microsoft Dynamics Business Centrals 2024 wave 1, and we look forward to helping you leverage these features to grow and succeed in your business.

LEARNING OBJECTIVES:
Some of the highlights are:
• More robust reporting
• Use of AI
• Automate and Simplify Bank Reconciliation
• Performance enhancements for data and transactions
To Watch this Webinar on the Media Library CLICK HERE!

I Need Help. We Are Implementing Microsoft 365 Business Central and What Should I Do to Prepare, Prep, and Get My Team Excited?
2024-03-26 13:00 - 14:00 | https://zoom.us/j/92604247389
COURSE DESCRIPTION:
You might have had a previous ERP Implementation, in your past, but today there are many factors to consider and also Change is not a popular topic with employees. In this session, Steve will take his 25 years of implementing Microsoft Navision/NAV/BC and provide you with information, tips and tools to be the best Project Manager, Implementation Leader, or Team Member in your project. You will leave excited that you can start bringing your Implementation team together and think about all the factors and prepare some of the key data areas, ahead of time.

LEARNING OBJECTIVES:

Where to start preparing your Team to get excited and knowledgeable
Begin Learning and understanding Business Central
Thinking about moving Master Data to Business Central
Are there any Risks or areas to consider

To Watch this Webinar on the Media Library CLICK HERE!

Strategic Partnership Essentials: 7 Key Elements in High Demand by Corporate Sponsors
2024-03-26 11:00 - 12:00 | https://zoom.us/j/99447932468
COURSE DESCRIPTION:
Unlock the doors to successful corporate sponsorships in 2024 with this webinar, “Strategic Partnership Essentials.” Explore the Seven Crucial Sponsorship Elements that are in high demand, gaining insights into the latest trends and best practices. Join corporate sponsorship expert Lori Zoss Kraska, MBA, CFRE as she shares valuable strategies for creating sponsorship opportunities that resonate with corporations and set you apart from the competition.

LEARNING OBJECTIVES:

Attendees will learn to recognize and analyze the latest trends in corporate sponsorships, gaining insights into the evolving landscape and understanding how these trends impact sponsorship strategies in 2024.
Attendees will learn the seven essential elements that corporate sponsors are seeking and gain a comprehensive understanding of the elements critical for successful sponsorship arrangements.
Attendees will be able to apply strategic insights to develop and enhance their own sponsorship strategies

To Watch this Webinar on the Media Library CLICK HERE!

7 Tips for Marketing to Millennials
2024-03-21 13:00 - 14:00 | https://zoom.us/j/94018626424
COURSE DESCRIPTION:
Studies show that Millennials are now the largest B2B tech buyer group, making 59% of B2B buyers, with over 30% leading the charge and making those purchase decisions. Is your marketing meeting millennials where they are with the content they enjoy consuming?
During this session, you’ll learn seven practical tips to apply to your marketing strategy to attract this audience and pull them through your buyer’s journey from prospects to advocates.

LEARNING OBJECTIVES:

Dig into research about the evolution of B2B buying committees
Gain an understanding of the Millennial mindset and how what worked in 2015 doesn’t work anymore with this audience
Learn tangible takeaways to help jumpstart your journey into thinking about your buyer demographics

To Watch this Webinar on the Media Library CLICK HERE!

Spring Symposium: Virtual Registration
2024-03-20 10:00 - 15:30 | zoom.us/j/99450983965
Innovate | Collaborate | Transform
Date: March 20, 2024
Time: 10:00 AM – 3:30 PM
This symposium is a unique opportunity to engage with thought leaders and subject-matter experts who will guide us through the intricate and fascinating world of personal and professional development. Whether you are a seasoned professional, an emerging leader, or simply someone eager to enhance your understanding of these vital topics, this event is designed for you.

Agenda: Each session is 1 CPE/CAE Credit

Session 1: (10:00-11:00 AM) Navigating the Transformation of Successful Member Engagement
Course Description:

Member engagement as we know it is ripe for a revolution. It’s time to move beyond just innovation and collaboration – it’s time for transformation. Often, we get so caught up in our typical day-to-day activities that we forget the power of real change. Without transformation, all those brilliant ideas and team efforts might as well be wishes in a well.

In this session, we’re diving deep into why and how transformation should be at the heart of your member engagement strategies. We’re talking about breaking the mold and challenging the status quo. We’ll explore the common pitfalls that hold associations back, like staff turnover, team silos, and the ever-present “time poverty.”
Learning Objectives:

The Real Deal with Member Engagement: What’s not working and why it’s time for a shift.
A Fresh Take on Engagement: A new philosophy that puts transformation front and center.
Embracing and Managing Change: Strategies to help your organization adapt, evolve, and thrive in the face of change.

Speaker: Dave Will from PropFuel

Session 2: (11:15-12:15 PM) Everyone, Every Role has IT Systems Requirements Responsibilities.
Course Description:
Technology projects are tenuous even with well-defined requirements. However, a technology project will surely fail if the requirements are incorrect and every single technology project has requirements. Join us for an enlightening presentation about how requirements play a critical role in every tech-dependent project. We will demonstrate and discuss various types of requirements, including business, system, user, functional, and nonfunctional requirements. We will also delve into how an organization’s characteristics and culture affect the outcome of a requirements analysis endeavor. It is imperative that everyone in the organization understand their role and accountability in a requirements analysis initiative. Whether you’re a CEO, VP, project manager, developer, user, or other, you have a role in the requirements project. This is true in every project; requirements must be defined regardless of whether you use classic waterfall or agile development methodologies.
Learning objectives:

Differentiate the different types of requirements and each one’s role in a technology project.
Identify leadership, business analyst, IT, user, and other roles and responsibilities required to ensure success.
Educate participants so they can take the steps necessary to keep their organization’s technology initiatives on track.

Speaker: Dave Coriale from DelCor

Lunch (12:15-1:15 PM)

Session 3: (1:15-2:15 PM) A Practical Approach to Cybersecurity in the Age of Hybrid Work and AI-Powered Fraud
Course Description:
It is not possible for busy association leaders to stay up-to-date with all things cybersecurity, especially as the rate of technological change continues to increase exponentially. That’s why we’ve designed this course to get you up to speed on the threats and strategies that matter most to organizations like yours in March 2024—a time when employees and members are more dispersed than ever, and when artificial intelligence is raising at least as many questions as it answers.
We’ll work through practical frameworks, real-life examples, and clear action items to turn a complex and intimidating subject into one you’re ready to tackle head-on.
Learning Objectives:

An executive-level framework to guide your cybersecurity strategy (and what NOT to worry about)
A realistic look at the current threat landscape given industry trends such as hybrid work
The dual role of artificial intelligence in amplifying and decimating successful attacks
How and where to delegate protective measures that minimize risk to employees and members

Speaker: Heinan Landa from Optimal Networks

Session 4: (2:30-3:30 PM) Designing Memorable Experiences: Leveraging Design Thinking and AI in Event Management
Course Description:
Create events that leave a lasting impression by mastering the art of design thinking and AI integration. This course is for event managers, marketers, and industry professionals looking to take their event planning to the next level and create remarkable, unforgettable experiences for their audience. In the world of event management, the power of a compelling experience cannot be overstated. This comprehensive course will equip you with the design thinking principles that empower human-centric innovation and AI’s advanced capabilities to refine event strategies and enhance engagement.
Learning Objectives:

Fundamental aspects of design thinking, including empathy, ideation, and experimentation, and how these principles can be applied to create more engaging and meaningful event experiences.
Insights into how the availability of unlimited design resources, coupled with a design thinking approach, can lead to more creative and attendee-centric event environments.
The strategic use of AI in social advertising to not only promote events but also to gather valuable data for tailoring event experiences to individual preferences.

Speaker: Bill McGlade from epIQ

Our sessions will be led by thought leaders and subject-matter experts who have made significant contributions to these domains. Prepare to be engaged, informed, and inspired as you interact with individuals who have mastered the art of Innovation, Collaboration and Transformation.

Spring Symposium: In-Person Registration
2024-03-20 10:00 - 15:30 | Alliance Bernstein, Washington, DC
Innovate | Collaborate | Transform
Date: March 20, 2024
Time: 10:00 AM – 3:30 PM
Location: In-person will be held at Alliance Bernstein in Washington DC.
This symposium is a unique opportunity to engage with thought leaders and subject-matter experts who will guide us through the intricate and fascinating world of personal and professional development. Whether you are a seasoned professional, an emerging leader, or simply someone eager to enhance your understanding of these vital topics, this event is designed for you.

Agenda: Each session is 1 CPE/CAE Credit

Session 1: (10:00-11:00 AM) Navigating the Transformation of Successful Member Engagement
Course Description:

Member engagement as we know it is ripe for a revolution. It’s time to move beyond just innovation and collaboration – it’s time for transformation. Often, we get so caught up in our typical day-to-day activities that we forget the power of real change. Without transformation, all those brilliant ideas and team efforts might as well be wishes in a well.

In this session, we’re diving deep into why and how transformation should be at the heart of your member engagement strategies. We’re talking about breaking the mold and challenging the status quo. We’ll explore the common pitfalls that hold associations back, like staff turnover, team silos, and the ever-present “time poverty.”
Learning Objectives:

The Real Deal with Member Engagement: What’s not working and why it’s time for a shift.
A Fresh Take on Engagement: A new philosophy that puts transformation front and center.
Embracing and Managing Change: Strategies to help your organization adapt, evolve, and thrive in the face of change.

Speaker: Dave Will from PropFuel

Session 2: (11:15-12:15 PM) Everyone, Every Role has IT Systems Requirements Responsibilities.
Course Description:
Technology projects are tenuous even with well-defined requirements. However, a technology project will surely fail if the requirements are incorrect and every single technology project has requirements. Join us for an enlightening presentation about how requirements play a critical role in every tech-dependent project. We will demonstrate and discuss various types of requirements, including business, system, user, functional, and nonfunctional requirements. We will also delve into how an organization’s characteristics and culture affect the outcome of a requirements analysis endeavor. It is imperative that everyone in the organization understand their role and accountability in a requirements analysis initiative. Whether you’re a CEO, VP, project manager, developer, user, or other, you have a role in the requirements project. This is true in every project; requirements must be defined regardless of whether you use classic waterfall or agile development methodologies.
Learning objectives:

Differentiate the different types of requirements and each one’s role in a technology project.
Identify leadership, business analyst, IT, user, and other roles and responsibilities required to ensure success.
Educate participants so they can take the steps necessary to keep their organization’s technology initiatives on track.

Speaker: Dave Coriale from DelCor

Lunch (12:15-1:15 PM)

Session 3: (1:15-2:15 PM) A Practical Approach to Cybersecurity in the Age of Hybrid Work and AI-Powered Fraud
Course Description:
It is not possible for busy association leaders to stay up-to-date with all things cybersecurity, especially as the rate of technological change continues to increase exponentially. That’s why we’ve designed this course to get you up to speed on the threats and strategies that matter most to organizations like yours in March 2024—a time when employees and members are more dispersed than ever, and when artificial intelligence is raising at least as many questions as it answers.
We’ll work through practical frameworks, real-life examples, and clear action items to turn a complex and intimidating subject into one you’re ready to tackle head-on.
Learning Objectives:

An executive-level framework to guide your cybersecurity strategy (and what NOT to worry about)
A realistic look at the current threat landscape given industry trends such as hybrid work
The dual role of artificial intelligence in amplifying and decimating successful attacks
How and where to delegate protective measures that minimize risk to employees and members

Speaker: Heinan Landa from Optimal Networks

Session 4: (2:30-3:30 PM) Designing Memorable Experiences: Leveraging Design Thinking and AI in Event Management
Course Description:
Create events that leave a lasting impression by mastering the art of design thinking and AI integration. This course is for event managers, marketers, and industry professionals looking to take their event planning to the next level and create remarkable, unforgettable experiences for their audience. In the world of event management, the power of a compelling experience cannot be overstated. This comprehensive course will equip you with the design thinking principles that empower human-centric innovation and AI’s advanced capabilities to refine event strategies and enhance engagement.
Learning Objectives:

Fundamental aspects of design thinking, including empathy, ideation, and experimentation, and how these principles can be applied to create more engaging and meaningful event experiences.
Insights into how the availability of unlimited design resources, coupled with a design thinking approach, can lead to more creative and attendee-centric event environments.
The strategic use of AI in social advertising to not only promote events but also to gather valuable data for tailoring event experiences to individual preferences.

Speaker: Bill McGlade from epIQ

Our sessions will be led by thought leaders and subject-matter experts who have made significant contributions to these domains. Prepare to be engaged, informed, and inspired as you interact with individuals who have mastered the art of Innovation, Collaboration and Transformation.

Spring Symposium Information
2024-03-20 09:59 - 15:30

Beyond Certifications: Core Principles of Membership and Corporate Recognition Programs
2024-03-14 11:00 - 12:00 | https://zoom.us/j/97470715666
COURSE DESCRIPTION:
Recognition programs are useful to demonstrate the competency of professionals and companies. Non-profits that serve companies (trade associations) and professions (professional societies) can recognize their members’ work with best practice alignment, certificate, or certification offerings.

LEARNING OBJECTIVES:

Identification of the three membership recognition program types.
Implementing best practices aligned with international standards.
Developing recognition requirements through stakeholder engagement, industry validation, and professional review.
Achieving transparency in programs through collaboration between industry leaders, professionals, and association staff to ensure fair requirements.

To Watch this Webinar on the Media Library CLICK HERE!

Your Ads Suck: The Transformation Playbook for Skyrocketing Conversions
2024-03-13 13:00 - 14:00 | https://zoom.us/j/98407117588
COURSE DESCRIPTION:
This session promises a no-nonsense, actionable guide to overhauling your social ad strategies for Meta, Google, LinkedIn, and more. Attendees will discover insider tips and strategies for crafting ads that don’t just attract eyes but actively convert them into leads and sales, ensuring your business stands out in the crowded digital landscape.

LEARNING OBJECTIVES:

Understanding Audience Psychology: Crafting Messages That Resonate
Learn how to delve into the mindset of your target audience across different platforms. This point covers the importance of audience segmentation, the creation of persona-driven content, and how to tailor messages that speak directly to the needs and desires of your audience, thereby increasing the likelihood of conversion.

Creative Optimization: Designing Ads That Catch Eyes and Drive Action
Discover the secrets to designing visually appealing ads that not only grab attention but also encourage viewers to take action. This includes tips on using color psychology, imagery, and call-to-action buttons effectively across various social platforms, ensuring your ads stand out in a sea of content.

Data-Driven Decisions: Leveraging Analytics for Continuous Improvement
Dive into the world of ad analytics to understand what works and what doesn’t. This learning point emphasizes the importance of A/B testing, tracking conversion metrics, and using insights from platform-specific analytics tools to refine your ad strategies over time. Learn how to iterate on your successes and pivot away from underperforming elements to consistently improve ad performance and ROI.

To Watch this Webinar on the Media Library CLICK HERE!

Top 8 Insider Cybersecurity Threats and How to Stop Them
2024-03-13 11:00 - 12:00 | https://zoom.us/j/99137748708
COURSE DESCRIPTION:
In the webinar, we delve into the critical topic of insider threats—a menace that often eludes conventional IT security tools. Discover how these threats can compromise your organization’s sensitive data and operations, understand why traditional security measures fall short in detecting these threats, and more importantly, learn effective strategies to mitigate them.

LEARNING OBJECTIVES:

Learn the top 8 Insider Threats Often Missed by IT Security Tools
Learn 5 Ways to Prevent Internal Cybersecurity Gaps
Learn the role of Advanced Threat Detection Systems

To Watch this Webinar on the Media Library CLICK HERE!

Elevating Your Leadership: A Call to Learn from Your Team's Wisdom (Part 2 of 2)
2024-03-07 13:00 - 14:00 | https://zoom.us/j/96742308010
COURSE DESCRIPTION:
Want to elevate your leadership skills in 2024? Before you start, forget the conventional wisdom of learning only from those who lead—sometimes, the most valuable insights come from those who are led.
Join us for a dynamic two-part webinar series where we will explore original research of leaders who shifted the culture of their organization, by elevating the leadership wisdom found in the often-unheard voices of those they were leading.
Part 1: Unveiling the Unsung Wisdom
In our first session, we’ll explore why those being led are an often-overlooked source of invaluable leadership wisdom. Discover practical, low-maintenance methods for leaders to glean meaningful insights without resorting to burdensome practices (large 360 reviews, burdensome surveys, etc.). We’ll uncover the untapped potential of learning from your team and preview key lessons for a more impactful leadership journey.
Part 2: Lessons in a Case Study of Learning
Dive into leadership practices through original research focused on one organization that harnessed the wisdom of those they lead to elevate their culture and practice. This session serves as both a guide and a case study, offering tangible takeaways and illustrating the profound wisdom leaders can extract from those they lead every day.
By the end of this series, you’ll not only possess the tools to integrate lessons from your team but also gain an understanding of the transformative impact such an approach can have in your specific leadership context. Don’t just lead—lead with wisdom from all corners.

LEARNING OBJECTIVES:

Explore eight characteristics of effective leadership distilled from an example with education professionals.
Identify the transferable elements within this wisdom, that can enhance leadership effectiveness across diverse contexts.
Draw inspiration from the examples, showcasing how leaders can glean invaluable lessons from those they lead.
Craft a personalized strategy to initiate and sustain a process of learning from your team.

To Watch this Webinar on the Media Library CLICK HERE!
