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DTSTART;TZID=America/New_York:20260708T130000
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DTSTAMP:20260405T143023
CREATED:20260401T160651Z
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UID:10000889-1783515600-1783519200@usteducation.org
SUMMARY:The M&A Blind Spot: What Association Leaders Need to Know About Valuation Before It’s Too Late
DESCRIPTION:Course Description:  \nIndustry consolidation is reshaping the landscape for associations and nonprofits. Member organizations are merging\, being acquired\, or disappearing — and with them\, the dues revenue\, advertising base\, and vendor ecosystems that associations depend on. Yet most association executives are watching this happen without the tools to understand\, quantify\, or respond to it strategically. This session draws on over a decade of strategic valuation and market intelligence work across Fortune 1000 companies\, private equity portfolios\, and nonprofit mergers to give association leaders a practical\, thought-leadership grounded understanding of how M&A really works — from the wide range of valuation outcomes that make deals unpredictable\, to the due diligence failures that sink them\, to the fundamentally different rules that apply when nonprofits merge versus when for-profits transact. Whether your members are the ones consolidating or your association is considering its own strategic combination\, this session will elevate your ability to lead through it. \n  \nLearning Objectives: \nUnderstand why industry consolidation directly impacts association membership\, revenue\, and strategic positioning — and how to account for it before it becomes a crisis\n \nLearn the difference between valuation as a financial exercise and valuation as a strategic decision-making tool for boards\, mergers\, and capital allocation\n \nIdentify the most common due diligence failures that cause mergers and acquisitions to underperform — and what responsible leadership looks like on both the buy and sell side\n \nRecognize when your organization is “too late” in planning for sellability\, merger readiness\, or consolidation response — and the minimum viable steps to course-correct\n \nApply a practical framework for assessing whether to buy\, build\, merge\, or find a niche — whether your organization is a for-profit\, nonprofit\, or trade association
URL:https://usteducation.org/event/the-ma-blind-spot-what-association-leaders-need-to-know-about-valuation-before-its-too-late-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/92937397585
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/04/Edgar26.png
ORGANIZER;CN="Edgar Baum":MAILTO:edgar@avasta.co
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260922T130000
DTEND;TZID=America/New_York:20260922T140000
DTSTAMP:20260405T143023
CREATED:20260213T174336Z
LAST-MODIFIED:20260216T152331Z
UID:10000878-1790082000-1790085600@usteducation.org
SUMMARY:Building a Culture of Inclusion Through Budgets\, Financial Reporting and Communication
DESCRIPTION:Course Description:  \nIn this presentation we will discuss actions and tactics you can use to better connect project managers and staff with budget planning and budget building processes including adding an annual budget process assessment\, engaging staff with rolling projections and looking forward\, budgeting for revenue and support\, special tactics for budgeting for salaries\, and how decentralizing the budget building process and documenting budget assumptions is key to success.  We will also discuss how creating an inclusive culture about the budgeting process is critical to the above. \n  \nLearning Objectives: \n\nEmploy tactics to better connect project managers and staff with the budgeting process.\n \nCreate an inclusive culture to facilitate a better budgeting process\n \nDevelop and document more accurate budget projections.\n\n \n 
URL:https://usteducation.org/event/building-a-culture-of-inclusion-through-budgets-financial-reporting-and-communication-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/92190428486
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261021T110000
DTEND;TZID=America/New_York:20261021T120000
DTSTAMP:20260405T143023
CREATED:20260116T152900Z
LAST-MODIFIED:20260313T161659Z
UID:10000861-1792580400-1792584000@usteducation.org
SUMMARY:What's New in BC 2026 Wave 2
DESCRIPTION:This event is eligible for CPE Credit only~ \n  \nCourse Description:  \nHere is an opportunity to learn what’s new in BC. \nBusiness Central has two major updates each year. Today you will get the highlights of what’s new in the latest release. This will cover multiple areas of BC. \n  \nLearning Objectives: \nAnalyze what is new in BC \nEvaluate the update rollouts \nUnderstand how to manage your update schedule
URL:https://usteducation.org/event/50093-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/91041321099
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Data Management,MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/02/Andrew24.png
ORGANIZER;CN="Andrew Good":MAILTO:agood@libertygrove.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261112T130000
DTEND;TZID=America/New_York:20261112T140000
DTSTAMP:20260405T143023
CREATED:20260213T173842Z
LAST-MODIFIED:20260216T152347Z
UID:10000877-1794488400-1794492000@usteducation.org
SUMMARY:Using Pipeline Reports to Navigate Funding and Improve Sustainability
DESCRIPTION:Course Description:  \nFor nonprofit organizations\, a robust and well-managed funding pipeline is the lifeblood of long-term sustainability. This session provides a deep dive into the creation\, analysis\, and strategic application of pipeline reports\, which track and project incoming revenue from all sources\, including grants\, major gifts\, individual donors\, and contracts. Participants will learn how to transition from reactive fundraising to proactive financial forecasting by establishing clear pipeline stages\, accurately estimating close rates\, and identifying potential gaps in future funding. We will cover how to use this data not only to manage the development team but also to inform the annual budget\, guide strategic decisions about program expansion\, and communicate a reliable vision of financial health to the board. Mastering pipeline reporting is key to ensuring continuous operations and achieving mission impact. \n  \nLearning Objectives: \n\nDesign a Pipeline: Structure a comprehensive funding pipeline that incorporates various revenue streams (grants\, individual giving\, etc.) into a single\, cohesive reporting system.\n \nForecast Revenue: Utilize pipeline metrics\, such as close rates and average gift size\, to generate accurate and reliable revenue forecasts for the current and subsequent fiscal years.\n \nIdentify Funding Gaps: Analyze pipeline reports to proactively identify potential shortfalls or high-risk areas in future funding and develop contingency plans.\n \nCommunicate Sustainability: Leverage pipeline reports to effectively communicate the organization’s current funding trajectory and long-term sustainability outlook to the board\, staff\, and external partners.\n\n \n 
URL:https://usteducation.org/event/using-pipeline-reports-to-navigate-funding-and-improve-sustainability-free-cpe-credit-free-cae-credit/
LOCATION:zoom.us/j/95678306303
CATEGORIES:ASSOCIATIONS & NONPROFITS,Budgeting,Business Strategy,Culture/Communication,Finance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2026/02/MichaelPaul26.png
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