Many associations rely on disconnected systems that create duplicate data, manual work, and reporting challenges. This webinar explores how association leaders can build a connected technology ecosystem that improves member engagement, operational efficiency, and AI readiness.

Participants will learn how to evaluate the role of their AMS within a broader technology strategy, identify opportunities for integration and automation, and develop a practical roadmap for modernization. The session will also highlight how clean, connected data can support meaningful AI applications and better organizational performance.

Moderator

Amish Mehta, CPA, Managing Director, CBIZ

Presenters

Waqqas Mahmood, Senior Director, Strategic Consulting, CBIZ
David Mustin, Managing Director, CBIZ

CPE CREDITS

Program Description Association Technology Roadmap: Integration, Automation & AI

Important Notice Regarding CPE:

*Attendees must be registered individually and click on periodic participation markers throughout the webinar to receive CPE credit.

Learning Objectives
  • Differentiate the roles of an AMS, CRM, and other core association technologies.
  • Evaluate opportunities to improve operational efficiency through system integration, automation, and data governance.
  • Assess the data and technology foundations needed to support AI adoption and enhanced member experiences.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

CBIZ, Inc. 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.