Welcome to the presidential forum
2023 Calendar of Events
Thursday, January 5, 2023
11:00 AM - 12:30 PM (EASTERN TIME)
11:00 AM - 12:30 PM (EASTERN TIME)
Group Internet-Based
P22022: Association Financial Analysis, Budgeting and Reporting — Best Practices and Issues – [1.5 CAE / CPE CREDITS]
INVITED ASSOCIATION EXECUTIVES ONLY
Co-Moderated Roundtable discussion lead by Becky Perry, Chief Financial Officer, American Association of Endodontists; and Marc L. Freeman, CPA, CGMA, Chief Financial Officer, National Business Aviation Association, Inc. (NBAA)
Tuesday, January 10, 2023
12:00 PM - 2:00 PM (EASTERN TIME)
12:00 PM - 2:00 PM (EASTERN TIME)
Group Live - Lunch included/ Location is at Alliance Bernstein, 800 Connecticut Ave., NW, Suite 1100, Washington, DC (Underground Parking garage). No cost to attend but registration is required in advance, strictly limited to Association C-Level executives only.
P22021: What Are Your Association’s Top IT Strategic Initiatives In 2023? – [1.5 CAE / CPE CREDITS]
Association C-Level executives only
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
Wednesday, January 25, 2023
3:00 PM - 4:30 PM (EASTERN TIME)
3:00 PM - 4:30 PM (EASTERN TIME)
Group Internet-Based
P22023: How Does Your Association/Nonprofit Align IT and Business Strategy? – [1.5 CAE / CPE CREDITS]
INVITED ASSOCIATION EXECUTIVES ONLY
Moderated Roundtable discussion lead by Marty Fertal, COO from American Society of Civil Engineers (ASCE).
Wednesday, March 8, 2023
11:00 AM - 12:30 PM (EASTERN TIME)
11:00 AM - 12:30 PM (EASTERN TIME)
Group Internet-Based
P22018: Future Tech Trends and the Impact on Associations and Your Industry – [1.5 CAE / CPE CREDITS]
INVITED ASSOCIATION EXECUTIVES ONLY
Moderated Roundtable discussion led by Tori Miller Liu, CAE, MBA, Chief Executive Officer, The Association for Intelligent Information Management (AIIM).
Wednesday, April 26, 2023
12:00 PM - 2:00 PM (EASTERN TIME)
12:00 PM - 2:00 PM (EASTERN TIME)
Group Live - Lunch included/ Location is at Alliance Bernstein, 800 Connecticut Ave., NW, Suite 1100, Washington, DC (Underground Parking garage). No cost to attend but registration is required in advance, strictly limited to Association C-Level executives only.
P22025: The AMS Dilemma and How to Solve It – [1.5 CAE / CPE CREDITS]
Association C-Level executives only
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
Wednesday, May 3, 2023
11:30 AM - 1:30 PM (EASTERN TIME)
11:30 AM - 1:30 PM (EASTERN TIME)
Group Live - Lunch included/ Location is at - BLT Steak Restaurant, 1626 "I" Street NW, Washington DC
P22027: Enterprise Risk Management: A Forward Looking Strategic Initiative for Associations/Nonprofits – [1.5 CAE / CPE CREDITS]
INVITED ASSOCIATION EXECUTIVES ONLY
Co-moderators: Mary Mohney, CFO, American Geophysical Union (AGU); and Jennifer Cassidy, Vice President of Finance and Administration, The Aluminum Association
Thursday, May 11, 2023
12:00 PM - 2:00 PM (EASTERN TIME)
12:00 PM - 2:00 PM (EASTERN TIME)
Group Live - Lunch included/ Location is at Alliance Bernstein, 800 Connecticut Ave., NW, Suite 1100, Washington, DC (Underground Parking garage).
P22028: A Data Culture in Your Association Which Drives Member Value and Growth – [1.5 CAE / CPE CREDITS]
INVITED ASSOCIATION EXECUTIVES ONLY
Co-Moderated Roundtable discussion lead by Juan Sanchez, CIO, Inteleos; and Angel (AB) Baltimore, Senior Vice President of Information Technology, National Apartment Association
Thursday, June 1, 2023
12:00 PM - 2:00 PM (EASTERN TIME)
12:00 PM - 2:00 PM (EASTERN TIME)
Group Live - Lunch included/ Location is at Alliance Bernstein, 800 Connecticut Ave., NW, Suite 1100, Washington, DC 20006
P22026: Future Proofing Your Association by Embracing a Digital Ecosystem Approach – [1.5 CAE / CPE CREDITS]
INVITED ASSOCIATION EXECUTIVES ONLY
Co-Moderated Roundtable discussion lead by Reggie Henry, Chief Information and Performance Excellence Officer, ASAE; and Edima Elinewinga, Vice President and Chief Technology Officer, Association of Corporate Counsel (ACC)
Tuesday, August 29, 2023
12:00 PM - 2:00 PM (EASTERN TIME)
12:00 PM - 2:00 PM (EASTERN TIME)
Group Live (In Person) - Lunch included/ Location is at Alliance Bernstein, 800 Connecticut Ave., NW, Suite 1100, Washington, DC (Underground Parking garage). No cost to attend but registration is required in advance, strictly limited to Association C-Level executives only.
Co-Moderated Roundtable discussion lead by Michael Getter, CSM, CSPO, ITIL v4, CEO and IT Ecosystems Architect, 501evolved; and Lawrence M. Paska, Ph.D., CAE, Executive Director, National Council for the Social Studies
Tuesday, September 26, 2023
12:00 PM - 1:30 PM (EASTERN TIME)
12:00 PM - 1:30 PM (EASTERN TIME)
Group Internet-Based
P22030: A Data Culture in Your Association Which Drives Member Value and Growth – [1.5 CAE / CPE CREDITS]
INVITED ASSOCIATION EXECUTIVES ONLY
Co-Moderated Roundtable discussion lead by Juan Sanchez, CIO, Inteleos; and Angel (AB) Baltimore, Senior Vice President of Information Technology, National Apartment Association
Moderated Roundtable discussion lead by Brad Weaber, Chief Strategy Officer, Community Leaders Institute (CLI)
Thursday, December 14, 2023
11:00 AM - 12:30 PM (EASTERN TIME)
11:00 AM - 12:30 PM (EASTERN TIME)
Group Internet-Based
P22032: THE ASSOCIATION OF THE FUTURE – How are CIO/CTOs planning for the next 3-5 years – [1.5 CAE / CPE CREDITS]
Association C-Level executives only
Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)
U.S. Transactions Corp. is a
CAE and CPE Approved Provider
U.S. Transactions Corp. (UST Education) is pleased to provide you market-leading educational content which feature the most highly regarded industry experts. Unless otherwise noted, attendees will earn Certified Association Executive (CAE) credits towards the American Society of Association Executive initial certification or ongoing continuing education requirements. Likewise attendees may earn Continuing Professional Education (CPE) credits as required for active CPAs, CFPs and EAs.
U.S. Transactions Corp. 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.
