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DTEND;TZID=America/New_York:20251120T190000
DTSTAMP:20260619T042737
CREATED:20251021T152603Z
LAST-MODIFIED:20251118T025355Z
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SUMMARY:Summit Roadshow: One-Day Government Contracting (In-person and Virtual)
DESCRIPTION:Nov 20\, 9:30 AM – 7:00 PM (EST) \nDynamics Communities HQ \nThis one-day\, in-person and virtual event is a collaboration designed to provide targeted\, credit-eligible (CPE) professionals in the Government Contractors space. \nTo RSVP to this event\, click HERE \nAbout this event \n\n\n\nThis one-day\, in-person and virtual event is a collaboration designed to provide targeted\, credit-eligible (CPE) professional education for government contractors. It features five thought leadership sessions and two vendor spotlights\, all focused on the most critical topics in the GovCon business environment. \nEvent Agenda \n8:30 AM – 9:00 AM: Registration & Welcome \nEnjoy coffee and network with fellow attendees before the sessions begin. \n\n9:00 AM – 9:50 AM: DCAA Compliance with Microsoft Dynamics 365  \nCourse Description \nThis session provides a practical roadmap for high-growth government contractors and product\nresellers who rely on the Microsoft stack. We will demonstrate how standard Microsoft\nDynamics 365 (including Business Central) can be configured\, integrated\, and enhanced with\nindustry-specific solutions to meet and exceed the rigorous standards set by the Defense\nContract Audit Agency (DCAA). The focus will be on leveraging integrated\, automated\nfinancial systems to ensure compliance with the FAR\, manage complex contract types (like\nCost-Plus and T&M)\, and maintain the data integrity necessary for a successful audit\, allowing\nfirms to focus on scaling operations and winning more bids. \nLearning Objectives \n\nIdentify Core DCAA Requirements: Define the essential accounting system criteria\nrequired by the DCAA for certified contractor status and understand how these translate\ninto system configuration needs.\nTranslate FAR/CAS to Dynamics: Explain how specific industry add-ons integrate with\nMicrosoft Dynamics 365 to automate compliance with the Federal Acquisition\nRegulation (FAR) and Cost Accounting Standards (CAS).\nOptimize Contract Accounting: Describe best practices for managing complex\ncontract types (e.g.\, Cost-Plus\, Time & Materials) within Dynamics 365 to ensure\naccurate labor recording\, indirect cost allocation\, and audit readiness.\nSupport High-Growth Audit Readiness: Evaluate system capabilities needed to\nstreamline financial operations and maintain data traceability\, enabling rapid scaling\nwhile minimizing financial risk during a DCAA audit.\n\nPresented by: Paul Skurpski\, VP Sales Xtivia GovCon365 \nLevel Intermediate\nNASBA (Field of Study) Accounting\nPrerequisites and advance preparation needed 1 year operations experience. No advance preparation required\nReviewer Wade Tetsuka\, CPA\nCPE Credits 1.0\nCost Free\nDelivery Live and Group Internet Based \n\n9:50 AM – 10:00 AM: Morning Break \n\n10:00 AM – 10:50 AM:  Developing CMMC Compliant Programs: Integrating Industry Standards into Your Microsoft Tech Stack \nCourse Description \n\nThis critical session provides technology and finance leaders with actionable strategies for achieving and maintaining compliance with the Cybersecurity Maturity Model Certification (CMMC) framework. We will move beyond abstract policy discussions to focus on the technical and non-technical implementation strategies\, oversight and automation\, cybersecurity risk reduction\, and cost management associated with securing Controlled Unclassified Information (CUI). Beth Leonard will discuss how to strategically position your organization’s compliance program and existing Microsoft technology stack—to create an audit-ready environment\, minimizing compliance gaps and building resilience against evolving threats.\n\nLearning Objectives \n\n\n\nDeveloping Compliant Cybersecurity Programs: Describe best practices for integrating cybersecurity standards (NIST 800-171/CMMC) into internal Governance\, Risk\, and Compliance (GRC) programs as the foundational building blocks to protecting data and CUI.\nMap CMMC Requirements: Identify the specific CMMC controls that can be directly addressed and automated using features within the Microsoft Tech Stack when building out your Microsoft Government Cloud (GCC/GCC High) environment.\nEvaluate Migration Strategy: Assess the technical and budgetary implications of migrating controlled data to GCC High to meet DFARS and CMMC requirements for federal contracts.\nImplement Risk Management: Describe effective approach to evaluating and managing organizational\, IT\, and cybersecurity risks and issues.\nCybersecurity Automation for Compliance: Explain how to use native Microsoft tools to monitor\, manage\, and provide auditable evidence of continuous compliance to support more effective protection of data.\n\n\n\nPresented by: Beth Leonard\, Chief Operating Officer R3 LLC \nLevel Intermediate\nNASBA (Field of Study) Specialilzed Knowledge\nPrerequisites and advance preparation needed 1 year operations experience. No advance preparation required\nReviewer Wade Tetsuka\, CPA\nCPE Credits 1.0\nCost Free\nDelivery Live and Group Internet Based \n\n10:50 AM – 11:10 AM: Vendor Spotlight: The Better Way for GovCon IT Leaders to Buy\, Implement\, and Manage Technology \nPresented by: Ali Niroo\, Managing Partner BridgePointe Technologies \n\n11:10 AM – 11:20 AM: Morning Break \n\n11:20 AM – 12:10 PM: Six (6) Essential Tips for Navigating Mergers Acquisitions (M&A) in Government Contracts \nCourse Description \nThis session\, “Six Essential Tips for Navigating Mergers & Acquisitions (M&A) in Government Contracts\,” provides practical guidance for legal and compliance professionals involved in transactions with federal contractors. Unlike commercial deals\, government contract M&A requires navigating unique regulatory requirements and risks. The presentation covers critical considerations such as conducting government contracts-focused due diligence\, understanding novation requirements\, evaluating small business and socioeconomic status impacts\, managing organizational conflicts of interest\, addressing cybersecurity compliance\, and mitigating successor liability exposure. Attendees will gain insights into structuring transactions to maintain compliance\, minimize risk\, and ensure a smooth post-closing transition. \nLearning Objectives \n\nMap CMMC Requirements: Identify the specific CMMC controls that can be directly addressed and automated using features within the Microsoft Government Cloud (GCC/GCC High) environment.\nEvaluate Migration Strategy: Assess the technical and budgetary implications of migrating controlled data to GCC High to meet DFARS and CMMC requirements for federal contracts.\nImplement Risk Management: Describe best practices for integrating cybersecurity standards (NIST 800-171/CMMC) into internal Governance\, Risk\, and Compliance (GRC) programs.\nLeverage Native Tools: Explain how to use native Microsoft 365 and Azure tools to monitor\, manage\, and provide auditable evidence of continuous compliance.\n\nPresented by: Amy C. Hoang\, Partner  and Erica Bakies\, Partner\, Seyfarth Shaw  \nLevel: Intermediate\nNASBA (Field of Study): Business Law\nPrerequisites and preparation needed: 1 year of operations experience. No prior preparation required.\nReviewer: Wade Tetsuka\, CPA\nCPE Credits: 1.0\nCost: Free\nDelivery: Live and Group Internet-Based \n\n12:10 PM – 1:00 PM: Networking\, Lunch and Vendor Spotlight \nPresented by: Wade Tetsuka\, President\, U.S. Transactions Corp. \n\n1:00 PM – 1:50 PM: The Copilot Era: Innovate with AI Agents \nCourse Description \nThis session explores the next wave of AI Agents. Presented by a Microsoft expert\, this course demonstrates how GovCon organizations can move beyond basic Copilot features to build\, deploy\, and govern intelligent agents capable of performing multi-step\, workflow-driven tasks across Dynamics 365\, the Power Platform\, and Microsoft Fabric. Participants will learn how these agents can be designed to automate critical business processes unique to government contracting\, such as critical data aggregation\, proposal drafting assistance\, and tracking complex compliance requirements\, ensuring secure and auditable deployment across the enterprise. \nLearning Objectives \n\nDifferentiate Agentic AI: Distinguish between simple AI features and complex AI Agents\, and articulate the strategic value of deploying workflow-centric agents for GovCon operations.\nArchitect Agent Solutions: Explain how the Power Platform (specifically Copilot Studio) can be leveraged to build and govern secure AI Agents that interact with sensitive ERP and CRM data.\nIdentify GovCon Opportunities: Pinpoint key government contracting business processes (e.g.\, invoice reconciliation\, proposal knowledge lookup\, cost pool reporting) that are ideal candidates for agent-driven hyper-automation.\n\nPresented by: Tony Qian \nLevel: Intermediate\nNASBA (Field of Study): Specialized Knowledge\nPrerequisites and preparation needed: 1 year of operations experience. No prior preparation required.\nReviewer: Wade Tetsuka\, CPA\nCPE Credits: 1.0\nCost: Free\nDelivery: Live and Group Internet-Based \n\n2:00 PM – 2:50 PM: From Readiness to Certification: A Paneled Journey Through CMMC Level 2 Assessment  \nCourse Description \nJoin KTL Solutions\, their client ODRG\, and independent assessor Redspin for a paneled discussion on navigating the full lifecycle of a successful CMMC Level 2 assessment. This session offers a rare\, multi-perspective view into the technical\, operational\, and compliance strategies that enable a government contractor to achieve certification. From secure enclave deployment and documentation readiness to third-party validation and post-assessment reflections\, attendees will gain actionable insights into what it takes to prepare\, execute\, and succeed in a formal CMMC Level 2 assessment. \nLearning Objectives \n\nUnderstand the full assessment lifecycle — from initial readiness planning to final certification — through the lens of a real-world client engagement.\nIdentify key technical and compliance milestones required for CMMC Level 2\, including secure enclave setup\, licensing\, documentation\, and evidence preparation.\nLearn how to coordinate effectively with third-party assessors while maintaining independence and avoiding conflicts of interest.\nExplore client decision-making processes and lessons learned that contributed to a successful assessment outcome.\nApply best practices for audience-specific messaging when communicating CMMC readiness to government contractors and stakeholders.\n\nPresented by: \nAndrew Lally – Vice President of Cloud and Infrastructure Services at KTL Solutions \nJeremy Mares – Vice President of Sales & Federal Accounts at Redspin a division of Clearwater \nMichael Matechak – Chief Growth Officer at ODRG\, LLC \nStephen Reid – Director of Enterprise Sales at KTL Solutions \nLevel: Intermediate\nNASBA (Field of Study): Specialized Knowledge\nPrerequisites and preparation needed: 1 year of operations experience. No prior preparation required.\nReviewer: Wade Tetsuka\, CPA\nCPE Credits: 1.0\nCost: Free\nDelivery: Live and Group Internet-Based \n\n2:50 PM – 3:30 PM: Closing Remarks and Presenter Panel Discussion with Audience Q and A \n\n3:45 PM – 5:45 PM: Happy Hour & Appetizers \nLocation: Salt Restaurant & Speak-easy Bar \n1201 Wilson Blvd (Across from the Microsoft Building) \nContinue the conversation with peers and speakers over happy hour and appetizers.   \nHosted by: U.S. Transactions Corp. and Bridgepointe Technologies\, Inc. \n\n\n  \nTo RSVP to this event click HERE \n\n\n  \n 
URL:https://usteducation.org/event/summit-roadshow-one-day-government-contracting-in-person-and-virtual/
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/10/Website-Graphics-2024-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251110T100000
DTEND;TZID=America/New_York:20251110T161500
DTSTAMP:20260619T042737
CREATED:20250813T151207Z
LAST-MODIFIED:20251030T145822Z
UID:10000770-1762768800-1762791300@usteducation.org
SUMMARY:In Person Registration for Fall Symposium 2025
DESCRIPTION:Navigating the Future \nDate: Monday\, November 10\, 2025 \nTime: 10:00 – 4:15 PM \n**In-person exclusive content 4:15 PM-5:15 PM (ET) \nLocation: In-person will be held at: \nHigher Logic: 4501 Fairfax Dr Suite 301\, Arlington\, VA 22203 \nThis 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.   \nAgenda: Each session is 1 CPE/CAE Credit \n\nSession 1: (10:00-11:00 PM ET) Bridging the Gap: How Associations Can Win the Next Generation \nCourse Description:  \nAs the workforce evolves to include five generations\, associations face a pivotal opportunity—and challenge—in engaging the next wave of professionals. This session\, grounded in Multiview’s latest research\, “Voice of the Member\,” explores how associations can close the awareness-value gap\, embrace digital fluency\, and revive in-person connection to attract and retain Gen Z and Millennial members. \nThrough real data and actionable strategies\, we’ll unpack what young professionals truly want from associations: tangible career outcomes\, authentic digital engagement\, and meaningful community. Attendees will leave with a modern framework for member engagement and a clear roadmap to future-proof their value proposition. \nLearning Objectives: \n\nIdentify the top barriers preventing young professionals from joining associations—and how to overcome them.\nApply digital-first strategies that resonate with Gen Z and Millennial audiences across platforms like LinkedIn and Instagram.\nDesign in-person experiences that foster connection\, mentorship\, and long-term engagement.\nUse Multiview’s 6M Framework to align mission\, media\, and messaging with evolving member expectations.\n\nSpeaker: Trevor Whyte\, Vice President\, Strategic Partnerships\, Multiview \nCAE: Member and Stakeholder Engagement and Management \nNASBA: Communications & Marketing \n\nSession 2: (11:15-12:15 PM ET) Security by Design: Protecting Your Payments and Reputation \nCourse Description: \nIn today’s digital-first environment\, associations and non-profits are entrusted with sensitive member and donor payment information. A single breach (e.g.\, carding attack) can jeopardize both mission impact and organizational reputation.  A single breach can also lead to the immediate shutdown of your ability to accept payments. This session will guide leaders and finance teams through the essential strategies for securing payment processes from start to finish. From PCI compliance and tokenization to secure vaulting and gateway redundancy\, participants will learn how to create a payment ecosystem that is resilient\, trustworthy\, and built to handle evolving cyber threats. Using real-world scenarios from associations and nonprofits\, we will uncover how proactive security not only protects your data but also strengthens member and donor confidence. \nLearning Objectives: \n\nIdentify the key payment security requirements for associations and nonprofits\, including PCI DSS standards and emerging best practices.\nEvaluate common vulnerabilities in payment workflows and determine appropriate mitigation strategies\nApply tokenization\, encryption\, and secure vaulting techniques to safeguard member and donor data.\nImplement redundancy and contingency plans to ensure business continuity in the event of system downtime or a security incident.\nAssess the role of payment security in preserving organizational trust and donor/member retention.\n\nSpeaker: Wade Tetsuka\, CPA\, President\, U.S. Transactions Corporation \nCAE: Operations \nNASBA: Information Technology \n\n12:15-12:45 PM CATERED LUNCH BREAK \n\nSession 3: (12:45-1:45 PM ET) Putting AI to Work for Your Members: Practical Applications You Can Start Using Today \nCourse Description:  \nArtificial intelligence doesn’t have to be abstract or overwhelming. It can be a practical\, human-centered tool to help associations serve members more effectively. In this session\, we’ll explore three realistic ways associations are already using AI to streamline operations and improve the member experience. \nGuided onboarding: Help prospective members move smoothly from discovering your organization to joining and engaging with benefits. AI can tailor content\, highlight relevant programs\, and reduce friction in the process. \nPredictive renewals: Use AI to identify which members are likely to lapse\, so your team can intervene early with the right message and timing. \nSmarter self-service: Let members make updates to event registrations\, rosters\, and more with AI-powered tools. When they need extra help\, the system can escalate to staff through support tickets or cases. \nThis session is designed for a non-technical audience. We’ll walk through each example with real-world context\, simple visuals\, and a focus on what is possible today. \nLearning Objectives: \n\nDescribe how AI can support guided onboarding by personalizing content and streamlining the new member journey.\nExplain how predictive analytics can identify at-risk members and enable timely\, targeted renewal efforts.\nEvaluate AI-driven self-service tools that improve member experience while optimizing staff workload.\n\nSpeaker: Arden Winner\,  Senior Salesforce Consultant\, Fíonta \nCAE: Member and Stakeholder Engagement and Management \nNASBA: Information Technology \n\nSession 4: (2:00-3:00 PM ET) Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects \nCourse Description: \nIn today’s fast-paced digital landscape\, technology projects are essential to the growth and success of any organization. Yet\, despite careful planning and execution\, many projects face setbacks or fail to meet expectations. Join other technology leaders to discuss the importance of addressing the outcomes of technology projects—both the successes and the challenges—and explore how failures with technology projects\, when handled correctly\, can lead to valuable lessons that strengthen teams and enhance future project success. \nLearning Objectives: \n\nAnalyze the psychological and financial impacts of failed technology projects on teams and organizations.\nDiscuss the value of openly sharing project outcomes—including failures—with peers to foster collective learning.\nIdentify key lessons from both successful and unsuccessful technology projects to strengthen future performance.\nDevelop strategies to rebuild team resilience and confidence following project setbacks.\nApply retrospective tools such as post-mortems to improve outcomes in future technology initiatives.\nEvaluate the role of organizational leaders in mitigating burnout\, managing stress\, and motivating teams during and after challenging tech projects.\n\nSpeaker: Olivia Wilkins Business Analyst/ Project Manager\, PerByte & Josh Carlson Founder & Chief Innovator\, PerByte \nCAE: Operations \nNASBA: Information Technology \n\n \nCAE: Operations \nNASBA: Specialized Knowledge
URL:https://usteducation.org/event/in-person-registration-for-fall-symposium-2025/
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Finance,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/08/DC.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251110T100000
DTEND;TZID=America/New_York:20251110T161500
DTSTAMP:20260619T042737
CREATED:20250813T145347Z
LAST-MODIFIED:20251030T145803Z
UID:10000769-1762768800-1762791300@usteducation.org
SUMMARY:Fall Symposium Information
DESCRIPTION:Navigating the Future \nDate: Monday\, November 10\, 2025 \nTime: 10:00 – 3:00 PM \n**In-person exclusive content 4:15 PM-5:15 PM (ET) \nLocation: In-person will be held at: \nHigher Logic: 4501 Fairfax Dr Suite 301\, Arlington\, VA 22203 \nThis 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.   \nAgenda: Each session is 1 CPE/CAE Credit \n\nSession 1: (10:00-11:00 PM ET) Bridging the Gap: How Associations Can Win the Next Generation \nCourse Description:  \nAs the workforce evolves to include five generations\, associations face a pivotal opportunity—and challenge—in engaging the next wave of professionals. This session\, grounded in Multiview’s latest research\, “Voice of the Member\,” explores how associations can close the awareness-value gap\, embrace digital fluency\, and revive in-person connection to attract and retain Gen Z and Millennial members. \nThrough real data and actionable strategies\, we’ll unpack what young professionals truly want from associations: tangible career outcomes\, authentic digital engagement\, and meaningful community. Attendees will leave with a modern framework for member engagement and a clear roadmap to future-proof their value proposition. \nLearning Objectives: \n\nIdentify the top barriers preventing young professionals from joining associations—and how to overcome them.\nApply digital-first strategies that resonate with Gen Z and Millennial audiences across platforms like LinkedIn and Instagram.\nDesign in-person experiences that foster connection\, mentorship\, and long-term engagement.\nUse Multiview’s 6M Framework to align mission\, media\, and messaging with evolving member expectations.\n\nSpeaker: Trevor Whyte\, Vice President\, Strategic Partnerships\, Multiview \nCAE: Member and Stakeholder Engagement and Management \nNASBA: Communications & Marketing \n\nSession 2: (11:15-12:15 PM ET) Security by Design: Protecting Your Payments and Reputation \nCourse Description: \nIn today’s digital-first environment\, associations and non-profits are entrusted with sensitive member and donor payment information. A single breach (e.g.\, carding attack) can jeopardize both mission impact and organizational reputation.  A single breach can also lead to the immediate shutdown of your ability to accept payments. This session will guide leaders and finance teams through the essential strategies for securing payment processes from start to finish. From PCI compliance and tokenization to secure vaulting and gateway redundancy\, participants will learn how to create a payment ecosystem that is resilient\, trustworthy\, and built to handle evolving cyber threats. Using real-world scenarios from associations and nonprofits\, we will uncover how proactive security not only protects your data but also strengthens member and donor confidence. \nLearning Objectives: \n\nIdentify the key payment security requirements for associations and nonprofits\, including PCI DSS standards and emerging best practices.\nEvaluate common vulnerabilities in payment workflows and determine appropriate mitigation strategies\nApply tokenization\, encryption\, and secure vaulting techniques to safeguard member and donor data.\nImplement redundancy and contingency plans to ensure business continuity in the event of system downtime or a security incident.\nAssess the role of payment security in preserving organizational trust and donor/member retention.\n\nSpeaker: Wade Tetsuka\, CPA\, President\, U.S. Transactions Corporation \nCAE: Operations \nNASBA: Information Technology \n\nSession 3: (12:45-1:45 PM ET) Putting AI to Work for Your Members: Practical Applications You Can Start Using Today \nCourse Description:  \nArtificial intelligence doesn’t have to be abstract or overwhelming. It can be a practical\, human-centered tool to help associations serve members more effectively. In this session\, we’ll explore three realistic ways associations are already using AI to streamline operations and improve the member experience. \nGuided onboarding: Help prospective members move smoothly from discovering your organization to joining and engaging with benefits. AI can tailor content\, highlight relevant programs\, and reduce friction in the process. \nPredictive renewals: Use AI to identify which members are likely to lapse\, so your team can intervene early with the right message and timing. \nSmarter self-service: Let members make updates to event registrations\, rosters\, and more with AI-powered tools. When they need extra help\, the system can escalate to staff through support tickets or cases. \nThis session is designed for a non-technical audience. We’ll walk through each example with real-world context\, simple visuals\, and a focus on what is possible today. \nLearning Objectives: \n\nDescribe how AI can support guided onboarding by personalizing content and streamlining the new member journey.\nExplain how predictive analytics can identify at-risk members and enable timely\, targeted renewal efforts.\nEvaluate AI-driven self-service tools that improve member experience while optimizing staff workload.\n\nSpeaker: Arden Winner\,  Senior Salesforce Consultant\, Fíonta \nCAE: Member and Stakeholder Engagement and Management \nNASBA: Information Technology \n\nSession 4: (2:00-3:00 PM ET) Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects \nCourse Description: \nIn today’s fast-paced digital landscape\, technology projects are essential to the growth and success of any organization. Yet\, despite careful planning and execution\, many projects face setbacks or fail to meet expectations. Join other technology leaders to discuss the importance of addressing the outcomes of technology projects—both the successes and the challenges—and explore how failures with technology projects\, when handled correctly\, can lead to valuable lessons that strengthen teams and enhance future project success. \nLearning Objectives: \n\nAnalyze the psychological and financial impacts of failed technology projects on teams and organizations.\nDiscuss the value of openly sharing project outcomes—including failures—with peers to foster collective learning.\nIdentify key lessons from both successful and unsuccessful technology projects to strengthen future performance.\nDevelop strategies to rebuild team resilience and confidence following project setbacks.\nApply retrospective tools such as post-mortems to improve outcomes in future technology initiatives.\nEvaluate the role of organizational leaders in mitigating burnout\, managing stress\, and motivating teams during and after challenging tech projects.\n\nSpeaker: Olivia Wilkins Business Analyst/ Project Manager\, PerByte & Josh Carlson Founder & Chief Innovator\, PerByte \nCAE: Operations \nNASBA: Information Technology \n\n \nCAE: Operations \nNASBA: Specialized Knowledge \n\n  
URL:https://usteducation.org/event/fall-symposium-information-3/
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/08/Fall-2025-Symposium.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251110T100000
DTEND;TZID=America/New_York:20251110T150000
DTSTAMP:20260619T042737
CREATED:20250818T163018Z
LAST-MODIFIED:20251103T172906Z
UID:10000773-1762768800-1762786800@usteducation.org
SUMMARY:Virtual Registration for Fall Symposium 2025
DESCRIPTION:Navigating the Future \nDate: Monday\, November 10\, 2025 \nTime: 10:00 – 4:15 PM \n**In-person exclusive content 4:15 PM-5:15 PM (ET) \nLocation: In-person will be held at: \nHigher Logic: 4501 Fairfax Dr Suite 301\, Arlington\, VA 22203 \nThis 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.   \nAgenda: Each session is 1 CPE/CAE Credit \n\nSession 1: (10:00-11:00 PM ET) Bridging the Gap: How Associations Can Win the Next Generation \nCourse Description:  \nAs the workforce evolves to include five generations\, associations face a pivotal opportunity—and challenge—in engaging the next wave of professionals. This session\, grounded in Multiview’s latest research\, “Voice of the Member\,” explores how associations can close the awareness-value gap\, embrace digital fluency\, and revive in-person connection to attract and retain Gen Z and Millennial members. \nThrough real data and actionable strategies\, we’ll unpack what young professionals truly want from associations: tangible career outcomes\, authentic digital engagement\, and meaningful community. Attendees will leave with a modern framework for member engagement and a clear roadmap to future-proof their value proposition. \nLearning Objectives: \n\nIdentify the top barriers preventing young professionals from joining associations—and how to overcome them.\nApply digital-first strategies that resonate with Gen Z and Millennial audiences across platforms like LinkedIn and Instagram.\nDesign in-person experiences that foster connection\, mentorship\, and long-term engagement.\nUse Multiview’s 6M Framework to align mission\, media\, and messaging with evolving member expectations.\n\nSpeaker: Trevor Whyte\, Vice President\, Strategic Partnerships\, Multiview \nCAE: Member and Stakeholder Engagement and Management \nNASBA: Communications & Marketing \n\nSession 2: (11:15-12:15 PM ET) Security by Design: Protecting Your Payments and Reputation \nCourse Description: \nIn today’s digital-first environment\, associations and non-profits are entrusted with sensitive member and donor payment information. A single breach (e.g.\, carding attack) can jeopardize both mission impact and organizational reputation.  A single breach can also lead to the immediate shutdown of your ability to accept payments. This session will guide leaders and finance teams through the essential strategies for securing payment processes from start to finish. From PCI compliance and tokenization to secure vaulting and gateway redundancy\, participants will learn how to create a payment ecosystem that is resilient\, trustworthy\, and built to handle evolving cyber threats. Using real-world scenarios from associations and nonprofits\, we will uncover how proactive security not only protects your data but also strengthens member and donor confidence. \nLearning Objectives: \n\nIdentify the key payment security requirements for associations and nonprofits\, including PCI DSS standards and emerging best practices.\nEvaluate common vulnerabilities in payment workflows and determine appropriate mitigation strategies\nApply tokenization\, encryption\, and secure vaulting techniques to safeguard member and donor data.\nImplement redundancy and contingency plans to ensure business continuity in the event of system downtime or a security incident.\nAssess the role of payment security in preserving organizational trust and donor/member retention.\n\nSpeaker: Wade Tetsuka\, CPA\, President\, U.S. Transactions Corporation \nCAE: Operations \nNASBA: Information Technology \n\n12:15-12:45 PM CATERED LUNCH BREAK \n\nSession 3: (12:45-1:45 PM ET) Putting AI to Work for Your Members: Practical Applications You Can Start Using Today \nCourse Description:  \nArtificial intelligence doesn’t have to be abstract or overwhelming. It can be a practical\, human-centered tool to help associations serve members more effectively. In this session\, we’ll explore three realistic ways associations are already using AI to streamline operations and improve the member experience. \nGuided onboarding: Help prospective members move smoothly from discovering your organization to joining and engaging with benefits. AI can tailor content\, highlight relevant programs\, and reduce friction in the process. \nPredictive renewals: Use AI to identify which members are likely to lapse\, so your team can intervene early with the right message and timing. \nSmarter self-service: Let members make updates to event registrations\, rosters\, and more with AI-powered tools. When they need extra help\, the system can escalate to staff through support tickets or cases. \nThis session is designed for a non-technical audience. We’ll walk through each example with real-world context\, simple visuals\, and a focus on what is possible today. \nLearning Objectives: \n\nDescribe how AI can support guided onboarding by personalizing content and streamlining the new member journey.\nExplain how predictive analytics can identify at-risk members and enable timely\, targeted renewal efforts.\nEvaluate AI-driven self-service tools that improve member experience while optimizing staff workload.\n\nSpeaker: Arden Winner\,  Senior Salesforce Consultant\, Fíonta \nCAE: Member and Stakeholder Engagement and Management \nNASBA: Information Technology \n\nSession 4: (2:00-3:00 PM ET) Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects \nCourse Description: \nIn today’s fast-paced digital landscape\, technology projects are essential to the growth and success of any organization. Yet\, despite careful planning and execution\, many projects face setbacks or fail to meet expectations. Join other technology leaders to discuss the importance of addressing the outcomes of technology projects—both the successes and the challenges—and explore how failures with technology projects\, when handled correctly\, can lead to valuable lessons that strengthen teams and enhance future project success. \nLearning Objectives: \n\nAnalyze the psychological and financial impacts of failed technology projects on teams and organizations.\nDiscuss the value of openly sharing project outcomes—including failures—with peers to foster collective learning.\nIdentify key lessons from both successful and unsuccessful technology projects to strengthen future performance.\nDevelop strategies to rebuild team resilience and confidence following project setbacks.\nApply retrospective tools such as post-mortems to improve outcomes in future technology initiatives.\nEvaluate the role of organizational leaders in mitigating burnout\, managing stress\, and motivating teams during and after challenging tech projects.\n\nSpeaker: Olivia Wilkins Business Analyst/ Project Manager\, PerByte & Josh Carlson Founder & Chief Innovator\, PerByte \nCAE: Operations \nNASBA: Information Technology
URL:https://usteducation.org/event/virtual-registration-for-fall-symposium-2025/
LOCATION:zoom.us/j/91226088334
CATEGORIES:Advocacy,Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Finance,Marketing/Member Engagement
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/08/DC-1-scaled.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250625T110000
DTEND;TZID=America/New_York:20250625T120000
DTSTAMP:20260619T042737
CREATED:20250604T175939Z
LAST-MODIFIED:20250626T085304Z
UID:10000719-1750849200-1750852800@usteducation.org
SUMMARY:How to Win: Be a Category of One (Leadership for SMBs and Entrepreneurs)
DESCRIPTION: \nCPE Eligible\nCAE Eligible\n  \n  \n  \nCourse Description:  \nPart 2 of a 2-part Leadership & Learning Webinar. \nElevate your organization with insights designed for SMB leaders\, executives\, managers\, and entrepreneurs. This session covers five essential areas to become a Category of One where you Win by not competing. Some of these principles you may already follow\, others may surprise you and may provide new insight. \nI. Work on Yourself – Prioritizing self-development enables you to inspire and drive change. \n\nII. Build Organizational Culture – Culture shapes employee interactions and productivity. Learn to align culture with your mission\, enhancing engagement and strategic focus. \n\nIII. Use Atomic Habits – Small improvements\, as outlined in Atomic Habits\, create lasting growth and organizational success. \n\nIV. Focus on a Niche – Stand out by targeting a specific market segment\, appealing to the emotional triggers of your audience. \n\nV. Create a Compelling Saga – Develop a narrative that aligns your team with your vision\, building motivation and unity. \nThis session offers real-world examples\, videos\, and interactive discussions. Discover strategies to position your organization as a “category of one” and unlock new leadership potential! \n  \nLearning Objectives: \nLearn about key leadership principles including: \n\nHow to Win by not competing \n\nPrioritizing your own professional development \n\nA framework for building organizational culture \n\nUnderstand how small daily improvements lead to exponential growth \n\nHow to define your niche focus \n\nWhy having a compelling saga is critical to effective leadership \n\n \n\n\n\n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n \n\n\n 
URL:https://usteducation.org/event/how-to-win-be-a-category-of-one-leadership-for-smbs-and-entrepreneurs-4/
LOCATION:zoom.us/j/93339389515
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/04/Wade25.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250520T130000
DTEND;TZID=America/New_York:20250520T140000
DTSTAMP:20260619T042737
CREATED:20250326T205906Z
LAST-MODIFIED:20250331T155139Z
UID:10000691-1747746000-1747749600@usteducation.org
SUMMARY:Understanding the Payments Ecosystem in Microsoft Dynamics Business Central
DESCRIPTION:Course Description:  \nWith the rise of digital transactions and the increasing complexity of financial operations\, understanding the payments ecosystem in Microsoft Dynamics Business Central is crucial for businesses looking to streamline their payment processes. In this teaching session\, we will cover how transactions flow through a modern vs mono-line integrated payment solution in your ERP\, the leading players in the payments ecosystem\, and how to demystify your merchant statement\, lower your costs\, and minimize your security risks. \n  \nLearning Objectives: \n  \nIdentify the key players in the payments ecosystem and describe their roles\, including merchants\, gateways\, processors\, banks\, card networks\, and customers. \nCompare different types of payment integrations (modern vs mono-line) and analyze their impact on transaction flow and merchant scalability. \nInterpret merchant statements by calculating transaction fees and assessing cost components. \nEvaluate strategies for reducing payment processing costs based on statement analysis. \nAnalyze common risks in payment processing within Microsoft Dynamics Business Central and apply best practices to minimize risks and ensure compliance. \nDesign optimized payment workflows in Business Central that support scalability\, cost-efficiency\, and security.
URL:https://usteducation.org/event/understanding-the-payments-ecosystem-in-microsoft-dynamics-business-central/
LOCATION:zoom.us/j/95346436672
CATEGORIES:Finance,MICROSOFT DYNAMICS,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/03/WadeAdil25-2.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250513T130000
DTEND;TZID=America/New_York:20250513T140000
DTSTAMP:20260619T042737
CREATED:20250430T155059Z
LAST-MODIFIED:20250513T191849Z
UID:10000710-1747141200-1747144800@usteducation.org
SUMMARY:How to Win: Be a Category of One (Leadership for SMBs and Entrepreneurs)
DESCRIPTION: \nCPE Eligible\nCAE Eligible\n  \n  \n  \nCourse Description:  \nPart 1 of a 2-part Leadership & Learning Webinar. \nElevate your organization with insights designed for SMB leaders\, executives\, managers\, and entrepreneurs. This session covers five essential areas to become a Category of One where you Win by not competing. Some of these principles you may already follow\, others may surprise you and may provide new insight. \nI. Work on Yourself – Prioritizing self-development enables you to inspire and drive change. \n\nII. Build Organizational Culture – Culture shapes employee interactions and productivity. Learn to align culture with your mission\, enhancing engagement and strategic focus. \n\nIII. Use Atomic Habits – Small improvements\, as outlined in Atomic Habits\, create lasting growth and organizational success. \n\nIV. Focus on a Niche – Stand out by targeting a specific market segment\, appealing to the emotional triggers of your audience. \n\nV. Create a Compelling Saga – Develop a narrative that aligns your team with your vision\, building motivation and unity. \nThis session offers real-world examples\, videos\, and interactive discussions. Discover strategies to position your organization as a “category of one” and unlock new leadership potential! \n  \nLearning Objectives: \nLearn about key leadership principles including: \n\nHow to Win by not competing \n\nPrioritizing your own professional development \n\nA framework for building organizational culture \n\nUnderstand how small daily improvements lead to exponential growth \n\nHow to define your niche focus \n\nWhy having a compelling saga is critical to effective leadership \n  \n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n \n\n\n  \n\n\n 
URL:https://usteducation.org/event/how-to-win-be-a-category-of-one-leadership-for-smbs-and-entrepreneurs-3/
LOCATION:zoom.us/j/96422109955
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2025/04/Wade25.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250204T130000
DTEND;TZID=America/New_York:20250204T133000
DTSTAMP:20260619T042737
CREATED:20241213T183204Z
LAST-MODIFIED:20250205T154820Z
UID:10000657-1738674000-1738675800@usteducation.org
SUMMARY:How to Win: Be a Category of One (Leadership for SMBs and Entrepreneurs)
DESCRIPTION: \nCPE Eligible\nCAE Eligible\n  \n  \n  \nCourse Description:  \nPart II of a 2-part Leadership & Learning Webinar. \nElevate your organization with insights designed for SMB leaders\, executives\, managers\, and entrepreneurs. This session covers five essential areas to become a Category of One where you Win by not competing. Some of these principles you may already follow\, others may surprise you and may provide new insight. \nI. Work on Yourself – Prioritizing self-development enables you to inspire and drive change. \n\nII. Build Organizational Culture – Culture shapes employee interactions and productivity. Learn to align culture with your mission\, enhancing engagement and strategic focus. \n\nIII. Use Atomic Habits – Small improvements\, as outlined in Atomic Habits\, create lasting growth and organizational success. \n\nIV. Focus on a Niche – Stand out by targeting a specific market segment\, appealing to the emotional triggers of your audience. \n\nV. Create a Compelling Saga – Develop a narrative that aligns your team with your vision\, building motivation and unity. \nThis session offers real-world examples\, videos\, and interactive discussions. Discover strategies to position your organization as a “category of one” and unlock new leadership potential! \n  \nLearning Objectives: \nLearn about key leadership principles including: \n\nHow to Win by not competing \n\nPrioritizing your own professional development \n\nA framework for building organizational culture \n\nUnderstand how small daily improvements lead to exponential growth \n\nHow to define your niche focus \n\nWhy having a compelling saga is critical to effective leadership \n  \n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n 
URL:https://usteducation.org/event/how-to-win-be-a-category-of-one-leadership-for-smbs-and-entrepreneurs/
LOCATION:zoom.us/j/92895731818
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/12/Wade24-1.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250121T130000
DTEND;TZID=America/New_York:20250121T133000
DTSTAMP:20260619T042737
CREATED:20241213T184425Z
LAST-MODIFIED:20250122T130219Z
UID:10000658-1737464400-1737466200@usteducation.org
SUMMARY:How to Win: Be a Category of One (Leadership for SMBs and Entrepreneurs)
DESCRIPTION:Course Description:  \nPart I of a 2-part Leadership & Learning Webinar. \nElevate your organization with insights designed for SMB leaders\, executives\, managers\, and entrepreneurs. This session covers five essential areas to become a Category of One where you Win by not competing. Some of these principles you may already follow\, others may surprise you and may provide new insight. \nI. Work on Yourself – Prioritizing self-development enables you to inspire and drive change. \n\nII. Build Organizational Culture – Culture shapes employee interactions and productivity. Learn to align culture with your mission\, enhancing engagement and strategic focus. \n\nIII. Use Atomic Habits – Small improvements\, as outlined in Atomic Habits\, create lasting growth and organizational success. \n\nIV. Focus on a Niche – Stand out by targeting a specific market segment\, appealing to the emotional triggers of your audience. \n\nV. Create a Compelling Saga – Develop a narrative that aligns your team with your vision\, building motivation and unity. \nThis session offers real-world examples\, videos\, and interactive discussions. Discover strategies to position your organization as a “category of one” and unlock new leadership potential! \n  \n  \nLearning Objectives: \nLearn key leadership principles including: \n\nHow to Win by not competing \n\nPrioritizing your own professional development \nA framework for building organizational culture \n\nUnderstand how small daily improvements lead to exponential growth \n\nHow to define your niche focus \n\nWhy having a compelling saga is critical to effective leadership \n  \n\n\nTo Watch this Webinar on the Media Library CLICK HERE! \n\n\n \n  \n 
URL:https://usteducation.org/event/how-to-win-be-a-category-of-one-leadership-for-smbs-and-entrepreneurs-2/
LOCATION:https://us02web.zoom.us/j/89887119427
CATEGORIES:ASSOCIATIONS & NONPROFITS,Business Strategy
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/12/Wade24-1.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240425T110000
DTEND;TZID=America/New_York:20240425T120000
DTSTAMP:20260619T042737
CREATED:20240326T202407Z
LAST-MODIFIED:20240531T211906Z
UID:10000563-1714042800-1714046400@usteducation.org
SUMMARY:Security Spotlight: Unlocking the Mystery of PCI Compliance
DESCRIPTION:COURSE DESCRIPTION: \nThe Payment Card Industry Data Security Standard (PCI DSS) governs card security for all merchants.\nFailure to comply can be extremely costly both financially and reputationally. This webinar will\ndiscuss version 4.0 of this standard and how it applies to those accepting cards as well as tips and\ntechniques for reducing scope of applicability through contracting out card collection and storage. \n  \nLEARNING OBJECTIVES: \n\nOverview of PCI DSS 4.0 and the 12 principal requirements\nOverview of Self-Assessment Questionnaires (SAQs)\nDiscussion of methods to reduce the scope of your Cardholder Data Environment (CDE)\nEncryption vs Tokenization\nCard Present vs Card Not Present environments\nBrief marketplace survey of tools and techniques\n\nTo Watch this Webinar on the Media Library CLICK HERE!
URL:https://usteducation.org/event/w513-pci-dss-webinar/
LOCATION:https://zoom.us/j/93772550123
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,B2B/B2G IT,MICROSOFT DYNAMICS,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2024/03/WadeRick24.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230718T083000
DTEND;TZID=America/New_York:20230718T173000
DTSTAMP:20260619T042737
CREATED:20230713T164326Z
LAST-MODIFIED:20230713T164519Z
UID:10000455-1689669000-1689701400@usteducation.org
SUMMARY:LIVE EVENT: Use Business Central to Securely Access 120+ Payment Solutions and Save Money on Every Transaction!
DESCRIPTION:Join Wade Tetsuka and Jenni Glaze from UST at the Dynamics User Group Northeast Regional Meetup.  \nJuly 18\, 2023 \n1300 Wilson Boulevard Arlington\, VA 22209 \n8:30am-5:30pm EDT \nTo find out more or to register\, click to link below.   \n \n\nUse Business Central to Securely Access 120+ Payment Solutions and Save Money on Every Transaction! \n1:00pm-1:30pm  \nSESSION/COURSE DESCRIPTION:  \nAttend this Session\, in person\, receive 0.5 CPE and/or CAE credits  \nIf your organization accepts credit cards as a form of payment from customers\, you are probably concerned about ease of use\, data security(PCI Compliance)\, automation\, fees\, bank reconciliation\, etc.  \nUSTPay is the only solution on Microsoft AppSource that gives you the freedom to choose from over 120 payment gateways and processors out-of-the-box. That means you can choose the best solution for your business while minimizing your PCI compliance scope. There is added benefit of reduced credit card processing fees — $40\,000 to $60\,000 or more annually depending upon your overall sales volume.  \n\n Payments Flowchart: Many vendors are involved in processing credit card payments.\n Processing Fees: Choosing the right payment gateway/processor can help you save $60\,000+ in fees annually. Factors that impact fees include Level-3 processing\, proper industry categorization\, reduced processor discount rates and fees\, non-mandatory fees\, etc.\nCard Acceptance: What is the most secure way to accept credit card payments and minimize PCI Compliance scope?\nCustomer Wallets: Why is it beneficial for card vault and tokenization to be independent of the payment gateway? \n\n\n Collections: How to benefit from offering customers different payment options. What is account updater\, and how does this help? \n\n  \nLEARNING OBJECTIVES:  \n∙ Understand how the credit card processing industry works ∙ The most secure methods of credit card acceptance and how to reduce PCI Compliance Scope  \n∙ Learn about Tokenization\, Card Vaulting\, Account Updater and other important credit card processing features  \n∙ How to reduce processing fees on every transaction  \n  \n 
URL:https://usteducation.org/event/live-event-use-business-central-to-securely-access-120-payment-solutions-and-save-money-on-every-transaction/
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2023/07/Wade-Jen-.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221108T150000
DTEND;TZID=America/New_York:20221108T160000
DTSTAMP:20260619T042737
CREATED:20220804T163932Z
LAST-MODIFIED:20221018T184909Z
UID:10000144-1667919600-1667923200@usteducation.org
SUMMARY:B130: PCI Workshop
DESCRIPTION:In this course you will learn best practices of  organizations in implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ)\, and what you should know about it. \n\n\n\n\nLEARNING OBJECTIVES\n \n\n\nGain an overview of the PCI Compliance Requirements\nLearn 9 practical tips to achieve a more secure payment environment\nUnderstand what are the annual SAQ requirements
URL:https://usteducation.org/event/b130-pci-workshop/
LOCATION:https://zoom.us/j/97645843867
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/08/126.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20221026T150000
DTEND;TZID=America/New_York:20221026T160000
DTSTAMP:20260619T042737
CREATED:20220804T161326Z
LAST-MODIFIED:20240531T213220Z
UID:10000139-1666796400-1666800000@usteducation.org
SUMMARY:B137: What You are NOT Being Told About Credit Card Processing
DESCRIPTION:Credit card processing or Merchant Services is widely used by businesses and nonprofit organizations.  One can hardly image today going through life without being able to purchase goods and services without using a credit card.\n \nIn spite of its ubiquitousness in commerce\, there are a lot of things that organizations are not being told about credit card processing (aka Merchant Services).  If you know some important things that you are NOT being told today by your service provider (or in the general media)\, you would have greater opportunities for data security\, cost savings\, and process improvements (i.e.\, eliminating manual processes).\n \n\n\n\n\nLEARNING OBJECTIVES\n \n\n\nLearn about 4 important payment trends which emerged from the pandemic.\nLearn two key changes you should make in 2022 with your payment and credit card collection practices.\nUnderstand Credit card fees — what you are NOT being told and why that is costing your organization money.\nLearn alternatives to credit card collections — the ecosystem that supports Visa/MasterCard and AMEX definitely don’t want you to know this.\nLearn PCI compliance and security issues for 2022 — why are you not aware of this.\nLearn how to do an RFP for Merchant Services — an outline that you can use today.
URL:https://usteducation.org/event/b137-what-you-are-not-being-told-about-credit-card-processing/
LOCATION:https://zoom.us/j/99112914601
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Finance,Finance,Finance,MICROSOFT DYNAMICS,Payments/PCI Compliance,Payments/PCI Compliance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/08/126.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220907T110000
DTEND;TZID=America/New_York:20220907T123000
DTSTAMP:20260619T042737
CREATED:20220804T135151Z
LAST-MODIFIED:20240531T210146Z
UID:10000127-1662548400-1662553800@usteducation.org
SUMMARY:B127: How To Write An RFP (Request For Proposal) For Merchant Services. Improving Your Business Process And Net Income
DESCRIPTION:COURSE DESCRIPTION:  \nWhat Criteria Should Every Merchant Services RFP Contain and Why Does it Matter? \nYour credit card processing fees are a top ten-line item in your General Ledger. When releasing an RFP to evaluate new merchant service providers\, knowing how the credit card industry works is crucial. Your fiduciary obligation and reputation are on the line. With compliance standards to meet\, and risks to mitigate\, there is much to understand. We will demystify the credit card processing flow\, players\, terminology\, and musts to consider. You will leave feeling prepared to write your RFP and EVALUATE your perspective merchant service providers based on the criteria most important for your organization. We will evaluate how to identify the gaps in your current payments ecosystem and supply you with the questions to ask to reduce these issues in your future state. \n1. Knowing What You Don’t Know \n2. Terminology of the Industry and the Flow of Payments \n3. Capturing Your Current State Through GAP Analysis \n4. Risk Mitigation (PCI Compliance\, Fraud) \n5. How to Compare Pricing and Find Hidden Fees \n6. Putting it All Together: Writing the RFP with Your Future State in Mind \n\n\n\n\n \nLEARNING OBJECTIVES:\n\n\nLearn how to give your organization a higher level of understanding of payment processing and equip you to make the most educated/informed decision on your payment processor/merchant services selection.\nProvide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.\nLearn how to create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.\n\n 
URL:https://usteducation.org/event/how-to-write-an-rfp-request-for-proposal-for-merchant-services-improving-your-business-process-and-net-income/
LOCATION:https://zoom.us/j/99951702989
CATEGORIES:Accounting,Association IT,ASSOCIATIONS & NONPROFITS,Business Strategy,Cybersecurity,Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/08/Kates-June-September-websiteemail-Graphics-1200X600-px-4.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220825T130000
DTEND;TZID=America/New_York:20220825T143000
DTSTAMP:20260619T042737
CREATED:20220804T132154Z
LAST-MODIFIED:20240531T211526Z
UID:10000126-1661432400-1661437800@usteducation.org
SUMMARY:B129: Unlocking the Mystery of PCI Compliance
DESCRIPTION:In this course you will learn best practices of  organizations in implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ)\, and what you should know about it. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nGain an overview of the PCI Compliance Requirements\nLearn 9 practical tips to achieve a more secure payment environment\nUnderstand what are the annual SAQ requirements
URL:https://usteducation.org/event/unlocking-the-mystery-of-pci-compliance/
LOCATION:https://us02web.zoom.us/j/85349685569
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Finance,Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/08/B129.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220810T110000
DTEND;TZID=America/New_York:20220810T123000
DTSTAMP:20260619T042737
CREATED:20220526T142601Z
LAST-MODIFIED:20220831T194642Z
UID:10000112-1660129200-1660134600@usteducation.org
SUMMARY:W251: PCI Compliance Workshop 101 for Associations
DESCRIPTION:Did you know that PCI Compliance starts with your finance team.  In this course you will learn best practices of Associations and non profit organizations in for implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ)\, and what you should know about it. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nGain an overview of the PCI Compliance Requirements\nLearn 9 practical tips to achieve a more secure payment environment\nUnderstand what are the annual SAQ requirements
URL:https://usteducation.org/event/w251-pci-compliance-workshop-101-for-associations/
LOCATION:https://us02web.zoom.us/j/2172193952?pwd=NzJ0bXh2d29FL211dkl5QXJQNG5Ndz09
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/W251.site_.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220728T110000
DTEND;TZID=America/New_York:20220728T123000
DTSTAMP:20260619T042737
CREATED:20220525T214243Z
LAST-MODIFIED:20220831T194447Z
UID:10000106-1659006000-1659011400@usteducation.org
SUMMARY:B134: What You are NOT Being Told About Credit Card Processing
DESCRIPTION:Credit card processing or Merchant Services is widely used by businesses and nonprofit organizations.  One can hardly image today going through life without being able to purchase goods and services without using a credit card.\n \nIn spite of its ubiquitousness in commerce\, there are a lot of things that organizations are not being told about credit card processing (aka Merchant Services).  If you know some important things that you are NOT being told today by your service provider (or in the general media)\, you would have greater opportunities for data security\, cost savings\, and process improvements (i.e.\, eliminating manual processes)\n \n\nLEARNING OBJECTIVES\n\n– Learn about 4 important payment trends which emerged from the pandemic.\n– Learn two key changes you should make in 2022 with your payment and credit card collection practices.\n– Understand Credit card fees — what you are NOT being told and why that is costing your organization money.\n– Learn alternatives to credit card collections — the ecosystem that supports Visa/MasterCard and AMEX definitely don’t want you to know this.\n– Learn PCI compliance and security issues for 2022 — why are you not aware of this.\n– Learn how to do an RFP for Merchant Services — an outline that you can use today.
URL:https://usteducation.org/event/b134-what-you-are-not-being-told-about-credit-card-processing/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/B134.site_.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220706T110000
DTEND;TZID=America/New_York:20220706T123000
DTSTAMP:20260619T042737
CREATED:20220526T121028Z
LAST-MODIFIED:20240531T211550Z
UID:10000107-1657105200-1657110600@usteducation.org
SUMMARY:B131: Understanding the Payments Ecosystem in Your Organization
DESCRIPTION:Understanding the Payments Ecosystem and the flow of money / UST Education is a crash course in 5 easy modules that educates participants on what you need to know and why (credit card processing and ACH). \n\n\n\n\nLEARNING OBJECTIVES\n\n\nWho are the players (a basic flowchart):\nHow integrations work with your software platforms\nUnveiling the confusion of your credit card statement\nHow you can reduce your cost/fees\nMinimizing your risk and PCI compliance
URL:https://usteducation.org/event/b131-understanding-the-payments-ecosystem-in-your-organization/
LOCATION:Group Internet-Based
CATEGORIES:Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/B131.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220622T133000
DTEND;TZID=America/New_York:20220622T143000
DTSTAMP:20260619T042737
CREATED:20220525T210220Z
LAST-MODIFIED:20220831T193812Z
UID:10000104-1655904600-1655908200@usteducation.org
SUMMARY:S103: Symposium Session #3: Understanding the Payments Ecosystem Of your Association/Nonprofit
DESCRIPTION:Coming Soon! \n  \n\nTo attend the Symposium in person\, please register here: IN PERSON SYMPOSIUM
URL:https://usteducation.org/event/s103-symposium-session-3-understanding-the-payments-ecosystem-of-your-association-nonprofit/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/S103.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220609T110000
DTEND;TZID=America/New_York:20220609T123000
DTSTAMP:20260619T042737
CREATED:20220525T174412Z
LAST-MODIFIED:20220831T193300Z
UID:10000099-1654772400-1654777800@usteducation.org
SUMMARY:B126: How to Write an RFP (Request for Proposal) for Merchant Services: Improving Your Business Process and Net Income
DESCRIPTION:What Criteria Should Every Merchant Services RFP Contain and Why Does it Matter? \nYour credit card processing fees are a top ten-line item in your General Ledger. When releasing an RFP to evaluate new merchant service providers\, knowing how the credit card industry works is crucial. Your fiduciary obligation and reputation are on the line. With compliance standards to meet\, and risks to mitigate\, there is much to understand. We will demystify the credit card processing flow\, players\, terminology\, and musts to consider. You will leave feeling prepared to write your RFP and EVALUATE your perspective merchant service providers based on the criteria most important for your organization. We will evaluate how to identify the gaps in your current payments ecosystem and supply you with the questions to ask to reduce these issues in your future state. \n1. Knowing What You Don’t Know \n2. Terminology of the Industry and the Flow of Payments \n3. Capturing Your Current State Through GAP Analysis \n4. Risk Mitigation (PCI Compliance\, Fraud) \n5. How to Compare Pricing and Find Hidden Fees \n6. Putting it All Together: Writing the RFP with Your Future State in Mind \n\n\n\n\nLEARNING OBJECTIVES\n\n\nTo give your organization a higher level of understanding of payment processing and equip you to make the most educated/informed decision on your payment processor/merchant services selection.\nTo provide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.\nTo create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.
URL:https://usteducation.org/event/b126-how-to-write-an-rfp-request-for-proposal-for-merchant-services-improving-your-business-process-and-net-income/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/B126.png
ORGANIZER;CN="Wade Tetsuka%2C CPA":MAILTO:wadetetsuka@ustranscorp.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220511T130000
DTEND;TZID=America/New_York:20220511T143000
DTSTAMP:20260619T042737
CREATED:20220527T152103Z
LAST-MODIFIED:20240531T211702Z
UID:10000117-1652274000-1652279400@usteducation.org
SUMMARY:W250: PCI Compliance Workshop 101 for Associations
DESCRIPTION:View Recorded Webinar \nListen to the Podcast \nDid you know that PCI Compliance starts with your finance team.  In this course you will learn best practices of Associations and non profit organizations in for implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ)\, and what you should know about it. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nGain an overview of the PCI Compliance Requirements\nLearn 9 practical tips to achieve a more secure payment environment\nUnderstand what are the annual SAQ requirements
URL:https://usteducation.org/event/w250-pci-compliance-workshop-101-for-associations/
LOCATION:Group Internet-Based
CATEGORIES:Association IT,ASSOCIATIONS & NONPROFITS,Cybersecurity,Finance,Finance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-20.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220420T120000
DTEND;TZID=America/New_York:20220420T130000
DTSTAMP:20260619T042737
CREATED:20220524T160538Z
LAST-MODIFIED:20231013T171625Z
UID:10000096-1650456000-1650459600@usteducation.org
SUMMARY:How to Get PCI Compliance For Your Business | 9 Simple Steps
DESCRIPTION:View Webinar Recording \nListen to the Podcast \nIn this course you will learn best practices of  organizations in implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ)\, and what you should know about it. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nGain an overview of the PCI Compliance Requirements\nLearn 9 practical tips to achieve a more secure payment environment\nUnderstand what are the annual SAQ requirements
URL:https://usteducation.org/event/how-to-get-pci-compliance-for-your-business-9-simple-steps/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-16.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220316T110000
DTEND;TZID=America/New_York:20220316T123000
DTSTAMP:20260619T042737
CREATED:20220523T030716Z
LAST-MODIFIED:20240531T213344Z
UID:10000094-1647428400-1647433800@usteducation.org
SUMMARY:How to write an RFP Request for Proposal
DESCRIPTION:View Webinar Recording \nListen to the Podcast \nWhat Criteria Should Every Merchant Services RFP Contain and Why Does it Matter? \nYour credit card processing fees are a top ten-line item in your General Ledger. When releasing an RFP to evaluate new merchant service providers\, knowing how the credit card industry works is crucial. Your fiduciary obligation and reputation are on the line. With compliance standards to meet\, and risks to mitigate\, there is much to understand. We will demystify the credit card processing flow\, players\, terminology\, and musts to consider. You will leave feeling prepared to write your RFP and EVALUATE your perspective merchant service providers based on the criteria most important for your organization. We will evaluate how to identify the gaps in your current payments ecosystem and supply you with the questions to ask to reduce these issues in your future state. \n1. Knowing What You Don’t Know \n2. Terminology of the Industry and the Flow of Payments \n3. Capturing Your Current State Through GAP Analysis \n4. Risk Mitigation (PCI Compliance\, Fraud) \n5. How to Compare Pricing and Find Hidden Fees \n6. Putting it All Together: Writing the RFP with Your Future State in Mind \n\n\n\n\nLEARNING OBJECTIVES\n\n\nTo give your organization a higher level of understanding of payment processing and equip you to make the most educated/informed decision on your payment processor/merchant services selection.\nTo provide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.\nTo create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.
URL:https://usteducation.org/event/how-to-write-an-rfp-request-for-proposal/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Finance,Finance,Payments/PCI Compliance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-13.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220209T110000
DTEND;TZID=America/New_York:20220209T123000
DTSTAMP:20260619T042737
CREATED:20220513T013016Z
LAST-MODIFIED:20240531T211629Z
UID:10000077-1644404400-1644409800@usteducation.org
SUMMARY:PCI Compliance Best Practices
DESCRIPTION:  \nView Webinar Recording \nListen to the Podcast \nDid you know that PCI Compliance starts with your finance team. In this course you will learn best practices of Associations and non profit organizations in for implementing PCI Compliance. The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve. Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment. Finally we review the Self-Assessment-Questionnaire (SAQ)\, and what you should know about it.  \nLEARNING OBJECTIVES\n\n\nGain an overview of the PCI Compliance Requirements\nLearn 9 practical tips to achieve a more secure payment environment\nUnderstand what are the annual SAQ requirements
URL:https://usteducation.org/event/pci-compliance-best-practices/
LOCATION:Group Internet-Based
CATEGORIES:Accounting,Association IT,ASSOCIATIONS & NONPROFITS,B2B/B2G,B2B/B2G IT,Business Strategy,Business Strategy,Cybersecurity,Cybersecurity,Finance,Finance,Payments/PCI Compliance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/05/Eli-websiteemail-Graphics-1200X600-px-6.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211223T110000
DTEND;TZID=America/New_York:20211223T123000
DTSTAMP:20260619T042737
CREATED:20220328T190339Z
LAST-MODIFIED:20240531T213412Z
UID:10000051-1640257200-1640262600@usteducation.org
SUMMARY:How to Write an RFP for Merchant Services | Key Considerations
DESCRIPTION:Improve your business process and net income by knowing what goes into a RFP (request for proposal) for merchant services. \n \n\n\n\nWhat Criteria Should Every Merchant Services RFP Contain and Why Does it Matter? \nYour credit card processing fees are a top ten-line item in your General Ledger. When releasing an RFP to evaluate new merchant service providers\, knowing how the credit card industry works is crucial. Your fiduciary obligation and reputation are on the line. With compliance standards to meet\, and risks to mitigate\, there is much to understand. We will demystify the credit card processing flow\, players\, terminology\, and musts to consider. You will leave feeling prepared to write your RFP and EVALUATE your perspective merchant service providers based on the criteria most important for your organization. We will evaluate how to identify the gaps in your current payments ecosystem and supply you with the questions to ask to reduce these issues in your future state. \n1. Knowing What You Don’t Know \n2. Terminology of the Industry and the Flow of Payments \n3. Capturing Your Current State Through GAP Analysis \n4. Risk Mitigation (PCI Compliance\, Fraud) \n5. How to Compare Pricing and Find Hidden Fees \n6. Putting it All Together: Writing the RFP with Your Future State in Mind \n\nLEARNING OBJECTIVES \n\n\n\nTo give your organization a higher level of understanding of payment processing and equip you to make the most educated/informed decision on your payment processor/merchant services selection.\nTo provide you with important recommendations that will assist your progress in creating an omnichannel payments ecosystem.\nTo create a working framework that your Association can use to effectively evaluate future Processors while taking into consideration your current business process.
URL:https://usteducation.org/event/how-to-write-an-rfp-for-merchant-services-key-considerations/
LOCATION:Group Internet-Based
CATEGORIES:ASSOCIATIONS & NONPROFITS,B2B/B2G,Finance,Finance,Payments/PCI Compliance,Payments/PCI Compliance
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/03/BACKLOG-FOR-RELAUNCH-Eli-website-1200X600-px-23.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210708T110000
DTEND;TZID=America/New_York:20210708T123000
DTSTAMP:20260619T042737
CREATED:20220328T190429Z
LAST-MODIFIED:20220713T033349Z
UID:10000067-1625742000-1625747400@usteducation.org
SUMMARY:B115: PCI Workshop for B2B and B2G enterprise organizations
DESCRIPTION:Did you know that PCI Compliance starts with your finance team? \nIn this course you will learn best practices of  organizations in implementing PCI Compliance.  The course starts with a basic overview of what PCI Compliance is and what it is designed to achieve.  Next we review 9 practical tips that you can implement immediately in your organization to ensure a more secure payment environment.  Finally we review the Self-Assessment-Questionnaire (SAQ)\, and what you should know about it. \n\n\n\n\nLEARNING OBJECTIVES\n\n\nGain an overview of the PCI Compliance Requirements\nLearn 9 practical tips to achieve a more secure payment environment\nUnderstand what are the annual SAQ requirements
URL:https://usteducation.org/event/b115-pci-workshop-for-b2b-and-b2g-enterprise-organizations/
LOCATION:Group Internet-Based
CATEGORIES:B2B/B2G
ATTACH;FMTTYPE=image/png:https://usteducation.org/wp-content/uploads/2022/03/BACKLOG-FOR-RELAUNCH-Eli-website-1200X600-px-22.png
END:VEVENT
END:VCALENDAR