Past Events

W645 - What Members Really Want: Insights for 2026 and Beyond - INSTRUCTOR: Kelly Whelan, Senior Content Marketing Manager, Higher Logic || CREDITS: CPE 1 hour (NASBA Category: Communications & Marketing) || CREDITS: CAE 1 hour (Subject Domain: Member and Stakeholder Engagement and Management) || FORMAT: Webinar || COST: $---

W652 - Once Upon an Association: Telling Your Compelling Story - INSTRUCTORS: Sheri Singer, President, Singer Communications || CREDITS: CPE 1 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1 hours (Subject Domain: Marketing & Communications) || COST: $---

W654 – AI Tools You Can Use - Get Started Today – INSTRUCTOR: Erica Salm Rench, CMO, Sidecar || CREDITS: CPE 1 hour (NASBA Category: Communications & Marketing) || CREDITS: CAE 1 hour (Subject Domain: Marketing & Communications) || FORMAT: Webinar || COST: $—

W665 - The Audience Advantage: How Well-Crafted Personas Power Smarter Web Strategies - INSTRUCTORS: Marcie Peck, Director of Client Partnerships, Yoko Co, Bree Richmond, Director of Strategy, Yoko Co || CREDITS: CPE 1 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1 hours (Subject Domain: Member and Stakeholder Engagement and Management) || COST: $---

W664 - Better Mouse, Better Mousetrap: Making the Shift to Phishing-Resistant MFA - INSTRUCTORS: Andrew Leggett, Director, Cybersecurity, DelCor Technology Solutions, Chris Ecker, Chief Technology Officer, DelCor Technology Solutions || CREDITS: CPE 1 hours (NASBA Category: Information Technology) || CREDITS: CAE 1 hours (Subject Domain: Operations) || COST: $---

W640 - Giving Voice: Understanding and Reporting Lobbying, Advocacy, and Political Activities - INSTRUCTOR: Andrew Hassler, CPA, Tax Manager, Johnson Lambert, LLP, J. Calvin Marks, Tax Principal, Johnson Lambert LLP, || CREDITS: CPE 1 hour (NASBA Category: Taxes) || CREDITS: CAE 1 hour (Subject Domain: Advocacy) || FORMAT: Webinar || COST: $---

W672 – Responsible AI: From Guidelines to Policies – INSTRUCTOR: Edwin Harvey, PhD, Director, AI Solutions and Training, Your Part-Time Controller LLC || CREDITS: CPE 1 hours (NASBA Category: Information Technology) || CREDITS: CPE 1 hours (Subject Domain: Ethics) || COST: $—

W611 – Integrating Financial Health Assessments into Your Organization’s Planning Process - INSTRUCTORS: A. Michael Gellman, CPA, CGMA, Co-Founder at Sustainability Education 4 Nonprofits; and Paul Preziotti, CPA, Partner, Johnson Lambert LLP || CREDITS: CPE 1 hours (NASBA Category: Accounting) || CREDITS: CAE 1 hours (Subject Domain: Operations) || FORMAT: Webinar || COST: $—

B286 - Upsizing, Downsizing, and Rightsizing: Lease Considerations in Times of Change - INSTRUCTOR: Diana Connolly, Director, Nonprofit Consulting, Aprio Advisory Group, LLP || CREDITS: CPE 1 hour (NASBA Category: Accounting) || CREDITS: CAE 1 hour (Subject Domain: Operations) || FORMAT: Webinar || COST: $---

M375 – Get Ready, Get Set, Go New Year! – INSTRUCTOR: Kim Dallefeld, CEO/Senior Consultant, Dallefeld Consulting, LLC || CREDITS: CPE 1 hour (NASBA Category: Accounting) || CREDITS: CAE 1 hours (Subject Domain: Operations) || FORMAT: Webinar || COST: $—

B278 – How to Use Physical Inventory Orders in Dynamics 365 Business Central – INSTRUCTOR: Steven Chinsky, VP Dynamics Practice, L & L Consulting Services, Inc. || CREDITS: CPE 1 hours (NASBA Category: Accounting) || CREDITS: CPE 1 hours (Subject Domain: N/A) || COST: $—

W637 – From Batch-And-Blast to 1:1 Messaging: How AI Is Redefining Email Marketing – INSTRUCTOR: Molly Quast, Director of Customer Success and Product, rasa.io || CREDITS: CPE 1 hour (NASBA Category: Communications & Marketing) || CREDITS: CAE 1 hour (Subject Domain: Marketing & Communications) || FORMAT: Webinar || COST: $—

W663 - Marketing on a Shoestring: Smart Planning for Small Teams - INSTRUCTOR: Olena Lima, Founder, Membership Marketing School || CREDITS: CPE 1 hour (NASBA Category: Communications & Marketing) || CREDITS: CAE 1 hour (Subject Domain: Marketing & Communications) || FORMAT: Webinar || COST: $---

W661- Neurodiverse-Strong Leaders: Empowering Great Minds in Leaders, Volunteers, and Staff - INSTRUCTOR: Sharon H. Kneebone, Executive Director, American Academy of Pain Medicine, Laurie Kulikosky, CEO, Children and Adults with Attention-Deficit/Hyperactivity Disorder, Sara L. Wood, Executive Director, Women's Dermatologic Society, Cynthia Young, Executive Director, American Art Therapy Association || CREDITS: CPE 1 hour (NASBA Category: Personnel/Human Resources) || CREDITS: CAE .5 hour (Subject Domain: Executive Leadership) || FORMAT: Webinar || COST: $---

Nov 20, 9:30 AM – 7:00 PM (EST) Dynamics Communities HQ This one-day, in-person and virtual event is a collaboration designed to provide targeted, credit-eligible (CPE) professionals in the…

M369 - What’s New in BC 2025 Wave 2 - INSTRUCTOR: Andrew Good CEO, Liberty Grove Software || CREDITS: CPE 1 hours (NASBA Category: Information Technology) || CREDITS: CAE 1 hours (Subject Domain: Operations) || COST: $---

W660 - Smart, Safe, and Strategic: The New Rules of AI for Associations - INSTRUCTOR: David Park, Director of Data & Business Analytics, National League of Cities, Brian Chignoli, VP of AI and Product Experience, Momentive Software, Tirrah Switzer, VP of Product Marketing, Momentive Software || CREDITS: CPE 1 hour (NASBA Category: Communications & Marketing) || CREDITS: CAE .5 hour (Subject Domain: Marketing & Communications) || FORMAT: Webinar || COST: $---

W607 - Passiontivity: Aligning Career Pathing With Career Motivators - INSTRUCTOR: Shira Lotzar, Chief Engagement Officer, Purposeful Hire || CREDITS: CPE 1 hour (NASBA Category: Personnel/Human Resources) || CREDITS: CAE 1 hour (Subject Domain: Executive Leadership) || FORMAT: Webinar || COST: $---

W662 - AI Isn’t Built for AMS Selection Decisions. Here’s Why (and What Works Instead) - INSTRUCTORS: Vanessa Dennison, Co-Founder, Beacon Tech Research, David Schulman, Co-Founder, Beacon Tech Research || CREDITS: CPE 1 hours (NASBA Category: Information Technology) || CREDITS: CAE 1 hours (Subject Domain: Operations) || COST: $---

Fall Symposium 2025: Session 1: Bridging the Gap: How Associations Can Win the Next Generation, Instructor: Trevor Whyte, Vice President, Strategic Partnerships, Multiview CAE: Member and Stakeholder Engagement and Management NASBA: Communications & Marketing; Session 2: Security by Design: Protecting Your Payments and Reputation, Instructor: Wade Tetsuka, CPA, President, UST, CAE: Operations NASBA: Information Technology; Session 3: Putting AI to Work for Your Members: Practical Applications You Can Start Using Today Instructor: Arden Winner,  Manager, Accent Practice, Fíonta, CAE: Member and Stakeholder Engagement and Management NASBA: Information Technology; Session 4:Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects, Instructor: Olivia Wilkins Business Analyst/ Project Manager, PerByte & Josh Carlson Founder & Chief Innovator, PerByte, CAE: Operations NASBA: Information Technology, Session 5: Navigating the Future: Innovation, Security, and Member-Centric Strategies for Associations, Instructor: All previous CAE: Operations NASBA: Specialized Knowledge

Fall Symposium 2025: Session 1: Bridging the Gap: How Associations Can Win the Next Generation, Instructor: Trevor Whyte, Vice President, Strategic Partnerships, Multiview CAE: Member and Stakeholder Engagement and Management NASBA: Communications & Marketing; Session 2: Security by Design: Protecting Your Payments and Reputation, Instructor: Wade Tetsuka, CPA, President, UST, CAE: Operations NASBA: Information Technology; Session 3: Putting AI to Work for Your Members: Practical Applications You Can Start Using Today Instructor: Arden Winner,  Manager, Accent Practice, Fíonta, CAE: Member and Stakeholder Engagement and Management NASBA: Information Technology; Session 4:Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects, Instructor: Olivia Wilkins Business Analyst/ Project Manager, PerByte & Josh Carlson Founder & Chief Innovator, PerByte, CAE: Operations NASBA: Information Technology, Session 5: Navigating the Future: Innovation, Security, and Member-Centric Strategies for Associations, Instructor: All previous CAE: Operations NASBA: Specialized Knowledge

Fall Symposium 2025: Session 1: Bridging the Gap: How Associations Can Win the Next Generation, Instructor: Trevor Whyte, Vice President, Strategic Partnerships, Multiview CAE: Member and Stakeholder Engagement and Management NASBA: Communications & Marketing; Session 2: Security by Design: Protecting Your Payments and Reputation, Instructor: Wade Tetsuka, CPA, President, UST, CAE: Operations NASBA: Information Technology; Session 3: Putting AI to Work for Your Members: Practical Applications You Can Start Using Today Instructor: Arden Winner,  Manager, Accent Practice, Fíonta, CAE: Member and Stakeholder Engagement and Management NASBA: Information Technology; Session 4:Overcoming Technology Trauma: Learning from Successes and Failures in Technology Projects, Instructor: Olivia Wilkins Business Analyst/ Project Manager, PerByte & Josh Carlson Founder & Chief Innovator, PerByte, CAE: Operations NASBA: Information Technology, Session 5: Navigating the Future: Innovation, Security, and Member-Centric Strategies for Associations, Instructor: All previous CAE: Operations NASBA: Specialized Knowledge

B288 - Adventure Leadership: Key Leadership Principles from Expeditions - INSTRUCTOR: Don Schmincke, Author and Speaker, Saga Leadership || CREDITS: CPE 1.5 hours (NASBA Category: Personal Development || CREDITS: CAE 1.5 hours (Subject Domain: Executive Leadership) || COST: $--

W658 - Creating Emails Members Actually Want - INSTRUCTOR: Amber Worthen, CEO, Email Maven || CREDITS: CPE 1 hour (NASBA Category: Communications & Marketing) || CREDITS: CAE 1 hour (Subject Domain: Marketing & Communications) || FORMAT: Webinar || COST: $---

B287 – The 3 Shifts of AI for Associations – INSTRUCTOR: Sandra Nam, CEO & Co-Founder, Qiqo Inc. || CREDITS: CPE 1 hour (NASBA Category: Information Technology) || CREDITS: CAE 1 hour (Subject Domain: Organizational Strategy) || FORMAT: Webinar || COST: $—