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DTSTART;TZID=America/New_York:20230321T110000
DTEND;TZID=America/New_York:20230321T120000
DTSTAMP:20260425T111702
CREATED:20221220T200530Z
LAST-MODIFIED:20240531T202859Z
UID:10000285-1679396400-1679400000@usteducation.org
SUMMARY:M304: Hiding in Plain Sight – The CRM Functionality You Already Have in Business Central
DESCRIPTION:COURSE DESCRIPTION: \nThere are a lot of high-powered CRM packages on the market\, and the failure rate of CRM implementations is huge. If you already use Microsoft D365 Business Central and you are looking for a CRM solution\, this session gives you an overview of functional you already own. Rather than purchase licenses for another product that has to be integrated into Business Central why not start with what you have and decide if you need more later? \n  \n\n\n\n\nWelcome to Relationship Management CLICK HERE! \n\n\n\n\n  \nLEARNING OBJECTIVES: \n\n– Understanding that there is CRM functionality in Business Central\n– Understanding the difference between Customers and Contacts in Business Central\n– Identifying the functionality in Relationship Management\n– Diving into some of the key functional areas of Relationship Management\n– Providing an overview of remote access for the Sales Staff via Outlook
URL:https://usteducation.org/event/m304-hiding-in-plain-sight-the-crm-functionality-you-already-have-in-business-central/
LOCATION:https://zoom.us/j/91596396182
CATEGORIES:MICROSOFT DYNAMICS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/12/Templete.png
ORGANIZER;CN="Robb Delprado":MAILTO:rdelprado@llConsultingservices.com
END:VEVENT
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DTSTART;TZID=America/New_York:20230321T130000
DTEND;TZID=America/New_York:20230321T140000
DTSTAMP:20260425T111702
CREATED:20230127T212110Z
LAST-MODIFIED:20231013T173507Z
UID:10000322-1679403600-1679407200@usteducation.org
SUMMARY:Dynamics 365 Business Central Features: Best Practices
DESCRIPTION:COURSE DESCRIPTION: \nLearn how you can leverage existing features in Dynamics Business Central to create reports\, extract data and make changes to invoice formats or any other printed document. \n  \nLEARNING OBJECTIVES: \n\nLearn about the new Excel Layout feature and how to leverage it for reporting.\nMake cosmetic changes to existing reports and save as Word Layouts\nTurn list pages into a reporting tool
URL:https://usteducation.org/event/dynamics-365-business-central-features-best-practices/
LOCATION:https://zoom.us/j/93048061113
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/01/Website-Graphics-December-June-2023-3-1.png
ORGANIZER;CN="Adil Nowsherwan":MAILTO:adil@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230321T150000
DTEND;TZID=America/New_York:20230321T160000
DTSTAMP:20260425T111702
CREATED:20230308T180127Z
LAST-MODIFIED:20231013T172821Z
UID:10000382-1679410800-1679414400@usteducation.org
SUMMARY:How To Improve Your Event ROI: 3 Practical Strategies
DESCRIPTION:COURSE DESCRIPTION: \nAre you spending thousands of dollars attending\, speaking\, or sponsoring an event? Hear from a panel of event experts on how to maximize your return. \nLearn from seasoned trade show warriors and take away a tried and true blueprint of what you should be doing before\, during\, and after an event. \nLEARNING OBJECTIVES: \n\nLearn tactics for booking appointments before the conference\nLearn how to devise a social media strategy that works\nLearn how to use account marketing to your advantage\nLearn how to follow up post-conference and become unforgettable\nAnd more…\n\nAttend this webinar before your next conference.
URL:https://usteducation.org/event/how-to-improve-your-event-roi-3-practical-strategies/
LOCATION:https://zoom.us/j/94806110652
CATEGORIES:B2B/B2G
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/12/Template-2.png
ORGANIZER;CN="Jon Rivers":MAILTO:jon@marketeery.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230322T110000
DTEND;TZID=America/New_York:20230322T120000
DTSTAMP:20260425T111702
CREATED:20221206T181617Z
LAST-MODIFIED:20231013T165504Z
UID:10000276-1679482800-1679486400@usteducation.org
SUMMARY:Code of Ethics & Business Conduct for Organizations | Important Standards
DESCRIPTION:COURSE DESCRIPTION: \nA Code of Ethics articulates the values of your organization and expresses the ideal standards of ethical behavior expected of those we work with and for. As such\, a well defined and articulated Code of Ethics can serve as both a governance tool and a strategic management tool. Join us for an engaging discussion on how a Code of Ethics can enhance your organization and help you to become a more effective leader\, while gaining one CAE Ethics credit.  \n  \nLEARNING OBJECTIVES: \n\nLearn key ethical principles and guidance on the expected standards of behavior\nLearn the basics of an Ethical Decision Making framework and ethical considerations\nLearn real world applications through case study discussions
URL:https://usteducation.org/event/code-of-ethics-business-conduct-for-organizations-important-standards/
LOCATION:https://zoom.us/j/93557885746
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/12/Linn-1.png
ORGANIZER;CN="Linn Wheeling%2C MBA%2C CAE":MAILTO:engagement@naturopathic.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230323T100000
DTEND;TZID=America/New_York:20230323T110000
DTSTAMP:20260425T111702
CREATED:20230213T170851Z
LAST-MODIFIED:20230327T173609Z
UID:10000353-1679565600-1679569200@usteducation.org
SUMMARY:S401: Spring Symposium: Economic Outlook: Recession 2023? Two (2) Perspectives to Help You With Budget and Scenario Planning for Your Association/Nonprofit
DESCRIPTION:COURSE DESCRIPTION: \nWith the world emerging from pandemic-inflicted economic shock and continuing geopolitical turmoil\, the future economic outlook of business and industry in 2023 has yet to be determined. Though economists remain divided on whether a recession will occur in the year 2023\, most expect that 2023 will not be a strong year for growth. Companies may experience short-term setbacks but long-term strategies should focus on smart investments\, adaptive strategies\, agile operations and increased labor productivity. \nIn this session\, the participant will gain insights from two (2) different perspectives on the Economic Outlook.  \nConsider these different perspectives that you hear today\, and use those insights to help you in your budget and financial scenario planning for your Association/Nonprofit organization. \nTwo perspectives from: \nAlliance Bernstein:  After a year [2022] full of surprises\, we look ahead to 2023 prepared for even more. The two “shuns”—inflation and\, increasingly\, recession—form the heart of our questions for the global economy and markets next year. What path will they take? And\, if they do take the world by surprise\, which direction seems likeliest? \nSantander Bank:  Growth and inflation will still be causes for concern next year; but markets are already showing signs of a comeback. We expect that confirmation of peak inflation in Q1 2023 may lead to a pause in interest rate hikes by central banks\, which would set in motion the recovery process in fixed-income markets. The recovery of more cyclical assets\, like equities\, should get underway in H2 2023 if central banks announce lower interest rates. More than ever\, it is paramount to balance a short and long-term vision when managing investments as investors should not ignore the need to be invested in real assets and in thematics related to innovation and sustainability. \nLEARNING OBJECTIVES: \n\nLearn about what key factors will impact the economic outlook for 2023\nGain insight into two (2) perspectives on the economy and how that might impact your organization and the industry you serve.\nTakeaway some factors to consider as you develop your next budget and financial scenario plans.\n\n  \n  \nYou can also join us IN-PERSON in Washington\, D.C! (for Associations & Nonprofit Professionals) \n\n\n\n\nThursday\, March 23\, 2023\n10:00 AM – 2:00 PM @Bernstein Private Wealth Management\n\n800 Connecticut Ave NW\, Washington\, DC 20006\n\n\nRegistration:  $25 (includes 4 sessions\, lunch & Happy Hour) You will be invoiced after registration. \nUp to 3 CPE/CAE Credits
URL:https://usteducation.org/event/s401-spring-symposium-economic-outlook-recession-2023-the-answer-may-lie-in-your-industry/
LOCATION:https://zoom.us/j/93829906496
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/02/Website-Graphics-December-June-2023-2-3.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230323T100000
DTEND;TZID=America/New_York:20230323T140000
DTSTAMP:20260425T111702
CREATED:20230209T213438Z
LAST-MODIFIED:20230327T180413Z
UID:10000348-1679565600-1679580000@usteducation.org
SUMMARY:SPRING SYMPOSIUM\, Washington D.C. (In-person)
DESCRIPTION:IN-PERSON (FOCUS: Management | Accounting | Finance) \nAssociation Professionals\, join us in Washington\, D.C. for an in-person one day only event! \n\n\n\n\n-Thursday\, March 23\, 2023\n-10:00 AM – 2:00 PM\n-800 Connecticut Ave NW\, Washington\, DC 20006 (Bernstein Private Wealth Management)\n-Registration:  No charge. Lunch will be provided. \n-Up to 3 CPE/CAE Credits\n\n\n\n\n\n\nSession Details\nSession 1: Economic Outlook: Recession 2023? Two (2) Perspectives to Help You With Budget and Scenario Planning for Your Association/Nonprofit \n10:00 AM – 11:00 AM \nInstructors: Travis A. Allen\, Senior Investment Strategist\, National Managing Director at Alliance Bernstein and Santiago Alfredo Guzman\, Head of Middle Market FI Sales at Santander Bank\, N.A. \nCOURSE DESCRIPTION: \nWith the world emerging from pandemic-inflicted economic shock and continuing geopolitical turmoil\, the future economic outlook of business and industry in 2023 has yet to be determined. Though economists remain divided on whether a recession will occur in the year 2023\, most expect that 2023 will not be a strong year for growth. Companies may experience short-term setbacks but long-term strategies should focus on smart investments\, adaptive strategies\, agile operations and increased labor productivity. \nIn this session\, the participant will gain insights from two (2) different perspectives on the Economic Outlook.  Consider these different perspectives\, and use those insights to help you in your budget and financial scenario planning for your Association/Nonprofit organization. \nTwo perspectives from: \nAlliance Bernstein: After a year [2022] full of surprises\, we look ahead to 2023 prepared for even more. The two “shuns”—inflation and\, increasingly\, recession—form the heart of our questions for the global economy and markets next year. What path will they take? And\, if they do take the world by surprise\, which direction seems likeliest? \nSantander Bank: Growth and inflation will still be causes for concern next year; but markets are already showing signs of a comeback. We expect that confirmation of peak inflation in Q1 2023 may lead to a pause in interest rate hikes by central banks\, which would set in motion the recovery process in fixed-income markets. The recovery of more cyclical assets\, like equities\, should get underway in H2 2023 if central banks announce lower interest rates. More than ever\, it is paramount to balance a short and long-term vision when managing investments as investors should not ignore the need to be invested in real assets and in thematics related to innovation and sustainability. \nLEARNING OBJECTIVES: \n\nLearn about what key factors will impact the economic outlook for 2023\nGain insight into two (2) perspectives on the economy and how that might impact your organization and the industry you serve.\nTakeaway some factors to consider as you develop your next budget and financial scenario plans.\n\n\nSession 2: Building an Effective Audit Committee \n11:15 AM – 12:15 PM  \nInstructor: Rob Eby\, CPA\, CGMA; Partner National Nonprofit Segment Leader\, Aprio LLP \nCOURSE DESCRIPTION: \nAn effective audit committee can be an exempt organization’s leaders best friend.  As the number and intensity of risks faced by exempt organizations grow so does the responsibilities and stress of senior leadership.   Let us have our audit committees come beside leaders to create a strategic team.  The audit committee can be staffed with members who have varying experience and knowledge to address the growing risks.  In this course\, we will discuss how to build and use the audit committee to protect and strengthen exempt organizations. \nLEARNING OBJECTIVES: \n\nLearn who should be on the committee.\nLearn how to develop an audit committee charter.\nIdentify methods to assess risks.\nFind ways to engage the audit committee.\n\n\nLUNCH – 12: 15 PM – 1:00 PM  \n\nSession 3: CFO Panel Discussion — Future Proofing the Office of the Association/Non-profit CFO \n1:00 PM – 2:00 PM \nDiscussion led by: Ilana Esterrich\, CFO\, Planned Parenthood\, PP Global\, and PP Action Fund; Mary Mohney\, CFO\, AGU; and Brian Green\, CFO\, CHPA \nCOURSE DESCRIPTION: \nAccording to the 2020 Global CEO Survey conducted by PwC\, a shocking 40 percent of respondent CEOs believe their companies will no longer be economically viable after ten years if they continue with their current strategies. A stark reminder that in this rapidly advancing digital age\, organizations must strive for change and transformation if they wish to survive the coming decade. The survey suggests that a multi-dimensional approach is required; one that focuses on automation and innovation while rethinking and refining business models\, operations\, and customer experiences. Clearly\, only those who recognize their need to evolve and adapt to external factors will be able to maintain their vitality in the long run. \n“Future proofing the office of the CFO” recognizes the reality that the role of the CFO has drastically evolved over the years\, and will continue to do so in the future. CFOs are now seen as the CEO’s strategic business partner\, equipped with an understanding not only of the company’s budget but also the economics of trends occurring in their field\, giving them unique insight and enabling them to create business value and fuel transformation. \nToday’s CFO is just as much the organization’s Chief Transformation and Risk Officer\, as it is evident that their abilities go far beyond merely crunching numbers. With this newfound responsibility bestowed upon them\, CFOs have become increasingly important figures in leading their organization towards successful transformations. \nIn this panel discussion\, you will learn how 3 CFOs of leading Associations/Nonprofits are working towards future-proofing their role and their organization. \nLEARNING OBJECTIVES: \n\nLearn about the evolving role of the CFO in transforming the organizations that they help to lead.\nGain insight into how CFO’s are focusing on automation and innovation\nLearn how CFOs are functioning as the Chief Transformation and Chief Risk Officer of the organization.\n\n\n\nTO RSVP FOR VIRTUAL ONLY \n    \n \n \n\nNote: The below button is for IN-PERSON!
URL:https://usteducation.org/event/spring-symposium-washington-d-c-in-person/
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/02/76.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230323T111500
DTEND;TZID=America/New_York:20230323T121500
DTSTAMP:20260425T111702
CREATED:20230210T173745Z
LAST-MODIFIED:20230327T173718Z
UID:10000354-1679570100-1679573700@usteducation.org
SUMMARY:S402: Spring Symposium: Building an Effective Audit Committee
DESCRIPTION:COURSE DESCRIPTION: \nAn effective audit committee can be an exempt organization’s leaders best friend.  As the number and intensity of risks faced by exempt organizations grow so does the responsibilities and stress of senior leadership.   Let us have our audit committees come beside leaders to create a strategic team.  The audit committee can be staffed with members who have varying experience and knowledge to address the growing risks.  In this course\, we will discuss how to build and use the audit committee to protect and strengthen exempt organizations. \n  \nLEARNING OBJECTIVES: \n\n– Learn who should be on the committee.\n– Learn how to develop an audit committee charter.\n– Identify methods to assess risks.\n– Find ways to engage the audit committee.\n\n  \nYou can also join us IN-PERSON in Washington\, D.C! (for Associations & Nonprofit Professionals) \n\n\n\n\nThursday\, March 23\, 2023\n10:00 AM – 2:00 PM @Bernstein Private Wealth Management\n\n800 Connecticut Ave NW\, Washington\, DC 20006\n\n\nRegistration:  $25 (includes 4 sessions\, lunch & Happy Hour) You will be invoiced after registration. \nUp to 3 CPE/CAE Credits
URL:https://usteducation.org/event/s402-spring-symposium-building-an-effective-audit-committee/
LOCATION:https://zoom.us/j/93829906496
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/02/79.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230323T130000
DTEND;TZID=America/New_York:20230323T140000
DTSTAMP:20260425T111702
CREATED:20230210T174201Z
LAST-MODIFIED:20230327T174605Z
UID:10000355-1679576400-1679580000@usteducation.org
SUMMARY:S403: Spring Symposium: CFO Panel Discussion -- Future Proofing the Office of the Association/Non-profit CFO
DESCRIPTION:COURSE DESCRIPTION: \nAccording to the 2020 Global CEO Survey conducted by PwC\, a shocking 40 percent of respondent CEOs believe their companies will no longer be economically viable after ten years if they continue with their current strategies. A stark reminder that in this rapidly advancing digital age\, organizations must strive for change and transformation if they wish to survive the coming decade. The survey suggests that a multi-dimensional approach is required; one that focuses on automation and innovation while rethinking and refining business models\, operations\, and customer experiences. Clearly\, only those who recognize their need to evolve and adapt to external factors will be able to maintain their vitality in the long run. \n“Future proofing the office of the CFO” recognizes the reality that the role of the CFO has drastically evolved over the years\, and will continue to do so in the future. CFOs are now seen as the CEO’s strategic business partner\, equipped with an understanding not only of the company’s budget but also the economics of trends occurring in their field\, giving them unique insight and enabling them to create business value and fuel transformation. \nToday’s CFO is just as much the organization’s Chief Transformation and Risk Officer\, as it is evident that their abilities go far beyond merely crunching numbers. With this newfound responsibility bestowed upon them\, CFOs have become increasingly important figures in leading their organization towards successful transformations. \nIn this panel discussion\, you will learn how 3 CFOs of leading Associations/Nonprofits are working towards future-proofing their role and their organization. \nLEARNING OBJECTIVES: \n\nLearn about the evolving role of the CFO in transforming the organizations that they help to lead.\nGain insight into how CFO’s are focusing on automation and innovation\nLearn how CFOs are functioning as the Chief Transformation and Chief Risk Officer of the organization.\n\n  \nYou can also join us IN-PERSON in Washington\, D.C! (for Associations & Nonprofit Professionals) \n\n\n\n\nThursday\, March 23\, 2023\n10:00 AM – 2:00 PM @Bernstein Private Wealth Management\n\n800 Connecticut Ave NW\, Washington\, DC 20006\n\n\nRegistration:  $25 (includes 4 sessions\, lunch & Happy Hour) You will be invoiced after registration. \nUp to 3 CPE/CAE Credits
URL:https://usteducation.org/event/s403-spring-symposium-panel-discussion-future-proofing-the-office-of-the-cfo/
LOCATION:https://zoom.us/j/93829906496
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/02/Website-Graphics-December-June-2023-4-2.png
END:VEVENT
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