April 26, 2023


CPE Compliance Disclosure:


This course discusses the dilemma of association management software (AMS) no longer being the hub for data, and how a best-of-breed technology approach can help solve this. We will look at popular examples of third-party integration tools like Zapier, and consider which solutions fit best in different scenarios. The course will explain the core concepts behind these technologies, so that attendees understand their capabilities and limitations when creating an ideal AMS solution for their organization. Participants will develop knowledge about system integrations, learn how to implement them quickly to maximize efficiency gains from using multiple software products together, and gain insight into effective strategies for managing data across diverse systems.


  • Understand the core concepts of integration tools like Zapier and how they can help manage data across diverse systems.
  • Utilize best-of-breed technology approach to effectively create an ideal AMS solution tailored to their organization’s needs.
  • Develop strategies for quickly implementing system integrations and maximizing efficiency gains from using multiple software products together.

INSTRUCTOR(S): Moderated Roundtable discussion lead by Prabhash Shrestha, PMP, CAE; Group EVP and Chief Digital Strategy Officer, Independent Community Bankers of America (ICBA)



LEVEL: Intermediate

NASBA CATEGORY: Management and Organization

Subject Domain: Operations

PREREQUISITES: 1 year experience. Advance Preparation Required: None

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.