December 8, 2026

CPE Compliance Disclosure:

COURSE DESCRIPTION:

An enterprise CRM is a vital hub, but no single software can fulfill every operational requirement of a modern association. True agility lies in building a connected ecosystem—where your CRM integrates seamlessly with event platforms, member portals, LMS tools, accounting software, eCommerce, community platforms, iPaaS, AI engines, and data warehouses.
Designed specifically for association executives, this C-suite roundtable moves past standard CRM capabilities to explore how integrated tech ecosystems drive scale, efficiency, and member engagement. Industry leaders and peers will share candid, safe-environment strategies on selecting the right integration layer, connecting disparate tools, and turning fragmented data into actionable insights across your entire organization.

Key Discussion Focus Areas:

  • Operational Continuity: Connecting core financial, eCommerce, and event platforms directly to your central database.
  • Member Experience: Creating frictionless single-sign-on (SSO) experiences across portals, LMS, and community networks.
  • Modern Integration Architecture: Leveraging iPaaS (Integration Platform as a Service) and unified communications (e.g., Teams/Slack) to automate internal workflows.
  • Data Intelligence & AI: Combining data warehouses, visualization tools, and emerging AI platforms to fuel executive decision-making.

Learning Objectives

  • Identify the core systems that should integrate with an enterprise CRM/AMS, including event platforms, member portals, LMS tools, accounting software, eCommerce, community platforms, AI engines, and data warehouses.
  • Evaluate integration layer options, including iPaaS solutions, to select the right approach for connecting disparate tools across the organization.
  • Analyze how fragmented data across platforms can be unified into actionable insights that support executive decision-making.
  • Develop strategies for building a connected technology ecosystem that drives scale, operational efficiency, and member engagement.

INSTRUCTOR(S): Meaghan Maher, Senior Director of Business Systems Strategy, NASPA – Student Affairs Administrators in Higher Education

DELIVERY METHOD: Group Internet-Based

CPE CREDITS: 1.5

LEVEL: Intermediate

NASBA CATEGORY: Information Technology

CAE Subject Domain: Operations

PREREQUISITES:  C-Level Management Experience

In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

U.S Transactions Corp. (CPE Sponsor ID: 138278) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.