CAE Education Hours Bundle #1

There are seven key components to the Grow Smart Operating System that allows organizations to develop more leverage, improve margins, and increase confidence in their future. Three foundational components of the system have a dramatic impact in both for-profit and not-for-profit environments.

This webinar will provide a brief overview of the Grow Smart Operating System while also providing an in-depth understanding of the three foundational components necessary for success in the post-recession environment in which we now operate.

Participants will leave the webinar with a clear understanding of the three foundational components. In addition, participants will get clear guidance on how to initiate strategic moves to incorporate these three foundational components into their organization.

NOTE: One recent client offered the following unsolicited feedback on learning, adapting, and implementing these three foundational components with the presenter’s assistance:
“My team has never been in better shape or a better place to have a significant impact on our mission!”

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

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Have you ever wondered why your board members seem to take off their strategic thinking caps before entering the boardroom? This session will explore why boards aren’t strategic thinking entities and, more importantly, present 25 tangible ideas / practices to transition your board to a strategic thinking body. Participants will learn how everything from board selection to culture to board meeting management plays a role in creating a strategic thinking board.

Although one can’t teach a board to be strategic, experiential learning works! Starting with creating a strategy for change and change management principles, this session includes 25 practical tips for creating strategic thinking experiences for your board, through the introduction of generative thinking / governance, tools of inquiry and the three key components of strategy, as well as other good governance practices.

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

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As an association executive one of your most important responsibilities is to understand and present your organization’s overall financial picture to the Board of Directors. There’s good news! It doesn’t have to be complicated!

Back by popular demand, Jason Elliott, CPA, Chief Financial Officer of The Ohio Society of CPAs, will lead this informative 2-part discussion. Part 1 will cover:

• The purpose of financial statements
• Concepts such as accrual accounting, assets & liabilities
• Statement of Financial Position

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

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Understanding unrelated business income tax (UBIT) can be overwhelming, and structuring a revenue stream incorrectly can be time-consuming and costly. If you have been told to stay away from unrelated business income, you have been told wrong. This 60 minute session will discuss how unrelated sources of income can boost your organization and provide needed resources for your mission and provide an understanding regarding the numerous exceptions to unrelated business income and how they apply to your organization.

Attendee Feedback:
"Very informative. Thank you!"
"This was an excellent webinar and a great refreasher. It was very well presented."
"The presentation was helpful. I feel more knowledgable about UBIT."

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

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For any association executive, the 990 can be a powerful asset for past performance reflection, a snapshot of current standing or even a discussion starter for where the organization wants to go. It provides information on the filing organization's mission, programs, and finances. Although tax exempt nonprofits are required to file the IRS Form 990 every year, many may feel a bit uncertain about its different parts and what they mean. This webinar is ideal for those who would like to build confidence in their competency when working with this tax document.

Attendee Feedback
"I thought the program was very informational and noted two items our organization needs to follow up on to ensure compliance with IRS requirements/requests."
"It was very helpful. Thanks!"
"Realized we need to a find a new accountant and I need to pay better attention to these details."

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

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Integrating a theme into your events can make the difference between just offering and “event” and an offering an overall “event experience.” Learn how to find and utilize various resources to create an event with a "wow-factor" that your members will keep talking about for years to come. The presenters will discuss:

• budgeting for events;
• finding and sourcing event decorators, decorations and entertainment;
• and the pitfalls and lessons they’ve learned along the way.

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

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Up to 91% of projects in organizations fail, meaning that they come in past deadline, over budget or don’t meet the requirements they were intended to. That’s a lot. Our study of 1,000 executives and project management professionals reveals that the quality of conversations around five common business problems is responsible for the astonishing failure rate of high-stakes business initiatives. Learn what causes project failure and how to remedy it. Some groups have reduced project failure rates by 50 to 70%.

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

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Intellectual property attorney Greg Krabacher will address the potential pitfalls of online activity for associations and what association leaders can be doing to minimize risk. Some of the topics include: managing the costs of litigation and data breach, copyright issues, trademark protection, defamation, false advertising, social media policies, and privacy rights.

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

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Join Jason Elliott, CPA, Chief Financial Officer, The Ohio Society of CPAs and OSAE in Part 2 of this informative discussion on reading and understanding financial statements - even if you’re not a financial expert.

Jason will give you valuable insights on how to:

• Understand the statement of activities and statement of cash flows
• Calculate key performance metrics and identify warning signs and trends through Ratio Analysis

Most importantly, he’ll give you tips on how to truly understand what your financial statements mean in order to confidently present your organization’s financial picture to your board.

Please note that CAE exam and renewal applicants can only use a maximum of 50% of their application hours from self-study programs.

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