B134: What You are NOT Being Told About Credit Card Processing

Group Internet-Based

INSTRUCTORS: Jenni Glaze, COO, UST; and Wade Tetsuka, CPA, President, UST || CREDITS: CPE 1 hour (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1 hour (Subject Domain: Operations) || COST: $---

Free

How to Improve Strategic Planning For Your Organization: 5 Tips

Group Internet-Based

INSTRUCTOR: Lee Gimpel, Founder, Better Meetings || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization ) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $--

Free

What is NICRA: Beginners Guide to Understanding NICRA

Group Internet-Based

INSTRUCTOR: Matt McKelvey, President, Financial & Accounting Management, Government Contracting, and Business Valuation Subject Matter Expert, The McKelvey Group, Inc. || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $--

Free

B131: Understanding the Payments Ecosystem in Your Organization

Group Internet-Based

INSTRUCTORS: Julie Duncan, VP Sales, Association Practice Leader, UST; Wade Tetsuka, CPA, President, UST; Jen Glaze, COO, UST || CREDITS: CPE 1.5 hours (NASBA Category: Finance-Technical) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Free

Hold Them Or Fold Them: What’s Your Member Engagement?

Group Internet-Based

INSTRUCTOR: Maneesha Manges, CXO, HighRoad Solutions || CREDITS: CPE 1.5 hours (NASBA Category: Communications and Marketing ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

How to Deliver the Best E-commerce Experience for Associations

Group Internet-Based

INSTRUCTORS: Jake Toohey, Senior Digital Consultant at Adage Technologies; and Joe Post, Vice President Strategy & Experience Design, Adage Technologies || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

Free

S104: Symposium Session #4: Membership Engagement – Pass The Pen

Group Internet-Based

INSTRUCTORS: Michael Candela, Executive Vice President, Multiview || CREDITS: CPE 1 hour (NASBA Category: Communications and Marketing) || CREDITS: CAE 1 hour (Subject Domain: Member and Stakeholder Engagement and Management) || COST: $---

Free

What Are the Benefits of User Generated Content

Group Internet-Based

INSTRUCTORS: Alfred McKelvy, Vice President of Strategic Partnerships, Multiview || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Domain: Marketing & Communications) || COST: $---

Free

Best Marketing Automation Strategy | Automation Best Practices

Group Internet-Based

INSTRUCTOR: Abi Abraham-Ajayi, Senior Consultant, Marketing Automation, fusionSpan || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Subject Domain: TBD) || COST: $---

Free

Best Practices for Using a Open Source Knowledge Base System

Group Internet-Based

INSTRUCTOR: Johnny Clayton, Chief Growth Officer, FUSE Search; Adam Hostetter, CEO, FUSE Search; David Schulman, President, Associations Rewired || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

Free

Compliance & Risk Management Training: Key Considerations

Group Internet-Based

INSTRUCTORS: Rich Bar, Partner, Nonprofit Practice Leader, GKG Law || CREDITS: CPE 1.5 hours (NASBA Category: Business Law) || CREDITS: CAE 1.5 hours (Subject Domain: Governance) || COST: $--

Free

Top Benefits of Benchmarking for Employee Retention

Group Internet-Based

INSTRUCTOR: Dario Campolattaro, Regional Employee Benefits Platform Leader, Hilb Group; Byron Burst, Employee Benefits Consultant, Hilb Group || CREDITS: CPE 1.5 hours (NASBA Category: Personnel/Human Resources - Non-technical) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Best of Both Worlds: Mastering Hybrid Work Environments

Group Internet-Based

INSTRUCTOR: Heinan Landa, Founder, Optimal Networks; and David Campbell, Chief Operating Officer, Optimal Networks || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $---

Technology Implementation Best Practices for Project Management

Group Internet-Based

INSTRUCTOR: Jenifer Alonzo, Association Practice Lead, Fíonta; Julia Kelmers, Workforce Operations Manager, Fíonta; Gale Mamatova, Director, Project Management Office, Fíonta || CREDITS: CPE 1.5 hours (NASBA Category: Information Technologies) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $--

How to Handle Difficult Conversations in the Workplace

Group Internet-Based

INSTRUCTOR: Katie Richard, Learning & Development Manager, Spectrum Leadership Solutions || CREDITS: CPE 1 hour (NASBA Category: Business Management & Organization – Non-Technical) || CREDITS: CAE 1 hour (Subject Domain: Business Development) || COST: $---

W250: PCI Compliance Workshop 101 for Associations

Group Internet-Based

INSTRUCTORS: David Schlum, Co-Founder and Software Architect at Added Innovation LLC; Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, CPA, President, UST || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Operating Reserves and the Path to Sustainability – UST Education Series

Group Internet-Based

INSTRUCTOR: A. Michael Gellman, CPA, CGMA, Co-Founder, Sustainability Education 4 Nonprofits; Paul Preziotti, Partner, Johnson Lambert LLP || CREDITS: CPE 1.5 hours (NASBA Category: Finance Technical) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

How to Increase User Engagement Through Personalization

Group Internet-Based

INSTRUCTORS: Dave Will, Co-Founder and CEO, PropFuel; Jemilah Senter, VP, Marketing and Communications, MCI || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing & Communications) || COST: $---

How to Improve Event Engagement in Organizations

Group Internet-Based

INSTRUCTOR: Joel Resnik, Chief Revenue Officer, Gather Voices; Drew Holmgreen Vice President of Brand Engagement, Meeting Professionals International; Erica Klinger, Senior Director of Marketing, Association for Accessible Medicines || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

The Roadmap to Engagement: Using Video Strategically

Group Internet-Based

INSTRUCTOR: Doug Coombs, Director, Client Solutions, WorkerBee.TV || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Subject Domain: Member and Stakeholder Engagement and Management) || COST: $--

How to Automate Accounts Payable For Your Business

Group Internet-Based

INSTRUCTOR: Chris Corr, President and Founder, CostWellness; Don Farias, COO and Founder, Lucrotec || CREDITS: CPE 1.5 hours (NASBA Category: Finance) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

How to Increase Newsletter Engagement | Top Strategies

Group Internet-Based

INSTRUCTOR: Erica Salm Rench, Director of Client and Market Success, rasa.io || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

How to write an RFP Request for Proposal

Group Internet-Based

INSTRUCTORS: Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, President, UST, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Buyer’s Journey Stages: Understanding Each Step of The Journey

Group Internet-Based

INSTRUCTOR: Maneesha Manges, Director of Services, HighRoad Solutions; Aimee Pagano, Senior Digital Marketing Advisor, HighRoad Solution || CREDITS: CPE 1.5 hours (NASBA Category: Communications and Marketing ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

The Future of NFT With Business Models

Group Internet-Based

INSTRUCTORS: Chad Faison, Executive Director, American Council of Engineering Companies of Maryland (ACEC/MD); Austin McHenry, Crypto Practice Leader, U.S. Transactions Corp., Dustin Ray, bees.social || CREDITS: CPE 1 hour (NASBA Category: Economics) || CREDITS: CAE 1 hour (Subject Domain: Operations) || COST: $---

New Website Checklist: Key Considerations for Your Next Website

Group Internet-Based

INSTRUCTORS: Jake Toohey, Senior Digital Consultant at Adage Technologies; and Joe Post, Vice President Strategy & Experience Design, Adage Technologies || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

AI Content Marketing: Benefits of AI Driven Content Management

Group Internet-Based

INSTRUCTORS: Adam Hostetter, CEO, FUSE Search ; Johnny Clayton, Chief Growth Officer, FUSE Search; and Frank Klassen, CEO, Brightfind || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology ) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing and Communications) || COST: $--

What’s the Importance of Hyper-personalization in Marketing

Group Internet-Based

INSTRUCTORS: Brianne Wheeler, Director of Marketing, PropFuel || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Subject Domain: Marketing & Communications) || COST: $---

Hybrid Work Environments Best Practices

Group Internet-Based

INSTRUCTORS: Adam Kuhn, Director of IT for FIA (Futures Industry Association); Ali Niroo, CNSG Founding Member, AppSmart; and Dave Hopper, Director of Sales Engineering, AppSmart || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $--

How to Create a Strategic Growth Plan For Your Business

Group Internet-Based

INSTRUCTOR: David Braun, CEO and founder, Capstone Strategic || CREDITS: CPE 1 hour (NASBA Category: Business Management & Organization – Non-Technical) || CREDITS: CAE 1 hour (Subject Domain: Business Development) || COST: $---

3 Areas to Focus on for an Optimized Post-Pandemic Workplace

Group Internet-Based

INSTRUCTORS: David DeCillis, CISSP, Senior Product Specialist, Network & Security; John Cooper, Senior Solution Specialist, UCaaS/CCaaS; Jim Begley, Director of Cloud Solutions; Steve Murphy, Vice President, ARG; Michael Shonholz, Chief Revenue Officer, ARG, Jeff Milford, Director, Unified Communications Solutions at ARG, Inc || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Domain: Administration) || COST: $---

PCI Compliance Best Practices

Group Internet-Based

INSTRUCTORS: David Schlum, Co-Founder and Software Architect at Added Innovation LLC; Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, CPA, President, UST || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Field of Study: Administration) || COST: $---

Important Things to Consider For a Salesforce Migration

Group Internet-Based

INSTRUCTORS: Jenifer Alonzo, Association Practice Lead, Fíonta; Arj Devadas, Director of Business Development, Associations, Fíonta || CREDITS: CPE 1.5 hours (NASBA Category: Information Technologies) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $--

Proven Tactics to Boost Video Engagement | Top Tactics

Group Internet-Based

INSTRUCTORS: Michael Hoffman, CEO & Founder, Gather Voices || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

W245: System Selection: Understand the Basics of APIs

Group Internet-Based

Instructors: Hans Stechl, Principal Architect, Founder, Meta-Dao; and Justin Burniske, Principal Consultant, Co-Owner, Meta-Dao || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $--

W221: Engaging Your Members, and Future Members, Where They Are

Group Internet-Based

INSTRUCTORS: Alfred McKelvy, Sr. Director, Strategic Partnerships at Multiview || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Domain: Marketing & Communications) || COST: $---

Financial Communications for Your Board | 5 Key Tactics

Group Internet-Based

INSTRUCTOR: A. Michael Gellman, CPA, CGMA, Co-Founder at Sustainability Education 4 Nonprofits; Paul Preziotti, Partner, Johnson Lambert LLP || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

Hybrid Work Environment Best Practices: Mastering Hybrid Work

Group Internet-Based

INSTRUCTOR: Heinan Landa, Founder, Optimal Networks; and David Campbell, Chief Operating Officer, Optimal Networks || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Administration) || COST: $---

W225: Making the Case for Data Hygiene

Group Internet-Based

INSTRUCTORS: Brittany Carter, President, Association Trends; Lisa Staal, Product Manager, Data Services at Association TRENDS || CREDITS: CPE 1.5 hours (NASBA Category: Computer Software and Applications) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $---

Employee Wellness Challenges: Improving Motivation & Retention

Group Internet-Based

INSTRUCTOR: Bruce Lee, Event Speaker, Coach, Author || CREDITS: CPE 1.5 hours (NASBA Category: Personnel / Human Resources) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Best Corporate Budgeting Practices | Key Components

Group Internet-Based

INSTRUCTORS: Mike Canniff, CEO, PyanGo || CREDITS: CPE 1.5 hours (NASBA Category: Finance - Technical) || CREDITS: CAE 1.5 hours (Field of Study: Strategic Management) || COST: $---

E-commerce Revenue Models | 6 Common Mistakes

Group Internet-Based

INSTRUCTOR: Andy Ballard, Director of Sales, GOPD; and Donna Snyder, President & Co-Owner, GOPD LLC || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Strategic Management & Administration) || COST: $---

Implementing ASC 842 Lease Accounting for Your Business

Group Internet-Based

INSTRUCTOR: Mark Robins, CPA, Partner, Aronson LLC || CREDITS: CPE 1.5 hours (NASBA Category: Accounting) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $--

How to Write an RFP for Merchant Services | Key Considerations

Group Internet-Based

INSTRUCTORS: Julie Duncan, Association Practice Leader, UST; Wade Tetsuka, President, UST, CPA || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

Year-end Close Checklist: Closing Out Your Fiscal Year Effectively

Group Internet-Based

INSTRUCTORS: Gerardo Martinez, Accounting Consultant, The McKelvey Group, Inc.; Traci Vagnucci, Controller, The McKelvey Group || CREDITS: CPE 1.5 hours (NASBA Category: Finance - Technical) || CREDITS: CAE 1.5 hours (Domain: Operations) || COST: $--

Best Budgeting System to Implement for Your Organization

Group Internet-Based

INSTRUCTOR: A. Michael Gellman, CPA, CGMA, Co-Founder at Sustainability Education 4 Nonprofits; Paul Preziotti, Partner, Johnson Lambert LLP || CREDITS: CPE 1.5 hours (NASBA Category: Finance Technical) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

Cyber Insurance Market: Issues and Insurance Implications

Group Internet-Based

INSTRUCTOR: James Marquis, Chief Innovation Officer, 501Works (Moderator); Derek S. Symer,
Partner, AHT Insurance; Dave Fitzsimmons, Sr. Vice President of Finance and Administration, National Association of Chain Drug Stores; Rich Gatz, Claims Counsel, Coalition, Inc. || CREDITS: CPE 1.5 hours (NASBA Category: Information Technology) || CREDITS: CAE 1.5 hours (Subject Domain: Operations) || COST: $---

W218: 15 Ways to Take Your Newsletter to the Next Level

Group Internet-Based

INSTRUCTOR: Erica Salm Rench, Director of Client and Market Success, rasa.io || CREDITS: CPE 1.5 hours (NASBA Category: Specialized Knowledge) || CREDITS: CAE 1.5 hours (Domain: Member and Stakeholder Engagement and Management) || COST: $--

Future Digital Marketing Trends | Top Marketing Tactics to Implement

Group Internet-Based

INSTRUCTORS: Alfred McKelvy, Sr. Director, Strategic Partnerships at Multiview; Michael Candela, EVP, Strategic Partnerships at Multiview || CREDITS: CPE 1.5 hours (NASBA Category: Communications & Marketing) || CREDITS: CAE 1.5 hours (Domain: Marketing & Communications) || COST: $---

How to Retain Employees During the Great Resignation: 7 Key Tips

Group Internet-Based

INSTRUCTOR: Lori Zoss Kraska, MBA, CFRE, Founder and Chief Principal, Growth Owl, LLC || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Strategic Management & Administration) || COST: $---

How to Drive Performance Growth in Your Organization

Group Internet-Based

INSTRUCTOR: Don Schmincke, Author and Speaker, Saga Leadership || CREDITS: CPE 1.5 hours (NASBA Category: Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Executive Leadership) || COST: $--

Adventure Leadership: A Unique Approach to Leadership

Group Internet-Based

Instructor: Antarctic Mike (Mike Pierce), Author, Keynote Speaker || 1.5 CAE/CPE Credits || CAE Subject domain: Executive Leadership || NASBA Category: Business Management and Organization || COST: $--

W213: Are You Truly Agile? Exploring Agile Values and Principles

Group Internet-Based

INSTRUCTOR: Richard Cheng, VP of Training, Chief Product Owner, NextUp Solutions || CREDITS: CPE 1.5 hours (NASBA Category: Business Management & Organization) || CREDITS: CAE 1.5 hours (Subject Domain: Organizational Strategy) || COST: $---

Unrelated Business Income Tax Guidelines for Nonprofits

Group Internet-Based

COVID19 presents significant challenges for executives leading non-profit organizations. One of the greatest of these is the magnitude of the overall financial impact. As membership…

W208: Secrets of Successful Awards Programs

Group Internet-Based

There are two kinds of awards programs out there: successful ones and … not so successful ones. Some programs seem to have found the secret…

The New Netforum Cloud: Key Features of The Platform

Group Internet-Based

The New NetForum Cloud and Microsoft Azure Microsoft Azure has become  the “enterprise cloud” used by 95% of the Fortune 500 because it offers sophisticated…

How to Use Data to Find a New Revenue Opportunity

Group Internet-Based

LEARNING OBJECTIVES Understand the top 5 areas to analyze right now to find new revenue opportunities. We will show you how to understand your sales…

N112: Best Budgeting Practices – Beginning to End

Group Internet-Based

This course will review the best practices for establishing corporate wide budgets, forecasting, controlling and monitoring budgets. We will also review budgeting products with a…

N102: PCI Compliance Workshop for NetSuite

Group Internet-Based

NetSuite Users:  You are not sure that your organization is PCI compliant, or you want to be sure you know the latest information to ensure…