Any business that accepts credit card payments is required to follow certain security rules designed to protect customer information. These rules are known as PCI-DSS, and they apply whether you take payments every day or only occasionally. As more organizations update or streamline their payment processes, this is a good time for a refresher.
1. What PCI-DSS Is and Why It Matters
PCI-DSS is a set of safety standards that helps ensure credit card information is handled securely. Staying compliant protects both your customers and your business.
There are several benefits to keeping up with PCI requirements. Compliant businesses often receive lower processing fees. They also take on less financial risk if a security incident occurs, since certain liabilities may shift back to the card brands or processors. Most importantly, following PCI guidelines reduces the chance of fraud or stolen information.
A few important reminders:
- Compliance must be renewed every year.
- Your payment processor is responsible for enforcing it.
- If you use more than one payment processor, each one may have different requirements you need to meet.
2. How Your Payment Processes Affect Compliance
PCI “scope” refers to all the people, systems, and processes in your business that come into contact with credit card information. The more items included in your scope, the more work you must do each year to stay compliant. Reducing scope simplifies both your compliance process and your overall security responsibilities.
Your PCI scope can grow in several ways. For example, employees taking payments over the phone or in person are included. Systems that send or receive card information count as well. Additionally, if you use an outside service or vendor that helps collect or process payments, that service becomes part of your compliance review too. These vendors can be incredibly helpful, but they still need to be considered when evaluating PCI requirements.
There are also simple ways to keep your PCI footprint small. Many organizations reduce scope by using secure online payment portals, hosted payment pages, or processor-generated payment links. Processes that avoid having staff manually type in card numbers can greatly decrease compliance obligations.
3. Before Making Changes to Payment Processes, Check With Us
Whenever you add or modify a service that collects or processes credit card payments, your PCI responsibilities may change. Even small adjustments can affect what your business must do to stay compliant.
Before rolling out new payment tools or updating your workflow, it is a good idea to check with our team or consult a PCI-DSS specialist. This helps ensure you remain secure, compliant, and prepared for your annual assessment.
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Cleanliness is not usually a term that we associate with the tech space. I think we all have had those months (or years) where our inbox becomes increasingly cluttered, or our “Downloads” folder is a mess of loose files without proper homes. As it gets worse, it becomes increasingly intimidating to address, and the longer we avoid it, the scarier the cleanup feels. But here’s the good news: with a few simple habits, keeping things organized doesn’t have to be a massive project. And who knows--maybe the next time you have to perform a massive cleanup of your files, it will be the last! …Ok, perhaps that’s a bit optimistic, but here are some tips anyway.
Start With Solid Folder Structures
Folders are key to keeping things together-after all, that’s what they’re there for. Having a folder setup that makes sense for your purposes can mean the difference between sifting through a million loose PDFs when you can’t exactly remember the name, and simply double-clicking a folder marked “Proposals for ABC Group.” Consider this setup under a person’s Documents folder, with each line representing a folder:
- Documents
- ABC Group
- Proposals
- Invoices
- Charts
- DEF Group
- Proposal
- Invoices
- Charts
So on and so forth. But, perhaps you don’t have multiple groups that you’re working with? Not a problem—let’s simply organize by document purpose instead:
- Documents
- Proposals
- Invoices
- Charts
This concept of grouping everything by purpose can extend to iMIS, as well. As users of iMIS, we all have run into times where we need to find some elusive IQA that we just cannot locate. Having a specific IQA folder structure can circumvent this. AT favors implementing a structure like this:
- _ABCContacts
- Individual Contact Layouts
- Organization Contact Layouts
- _ABCIQAs
- Accounting
- Committees
- Commerce
- Membership
- Etc
- _ABCReports
- Accounting
- Committees
- Commerce
- Membership
- Etc..
The underscore prepending every folder ensures that it will always be at the top of the list. ABC represents the organization acronym, and the descriptor is just that—a label of the folder’s contents. IQAs that deal with profile pages for contacts would fall into the first folder, further divided by queries for individual vs. organization profiles. General IQAs that can be used for many situations, such as powering email templates or process automation tasks, would go under the second folder. Finally, IQAs used for general reporting purposes would fall into the final folder labeled “Reports.” In each folder, one could include subfolders for each relevant department, section or module that the organization utilizes, such as Accounting or Membership.
Quick warning: Moving IQAs around can break things, so please consult with your IT provider before moving any preexisting queries!
Following Naming Conventions
One thing to note about all the above examples is that they all have basic, but communicative, names. You don’t need anything too fancy, as long as you or users accessing the files have a reasonable idea of what they are opening. Depending on how you approach your folder structure, you may need more or even less descriptive names. For example, if you are only dealing with one group’s proposals, but there are many types, perhaps specifying a date range of proposals in the folder name would be ideal. As long as you stick to a consistent pattern and understand where things are, you have reached the goal. Which brings me to my last topic.
The Glue to Hold Everything Together: Consistency
To bring it all together, this is probably the most important part of organizing your digital file spaces. Once you have a structure and naming convention, the key is to stick to it. Obviously, we are all busy throughout the workday and things can slip through the cracks. However, consider setting aside small pockets of time daily, or even weekly, to organize your files. This will prevent a huge buildup of clutter that ends up being too intimidating to tackle and just keeps growing. Also, keep in mind that the best way to stay organized is truly up to the individual—only you know what works best for your personal workspace, and this could even change. Consistency does not mean rigidity, necessarily. However, trying to stick to a routine of digital cleanliness in general can go a long way in saving time and headaches.
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| The Association's Guide to Online Certification |
Did you know that certification programs are among the top sources of non-dues revenue in 2026?*
If you're looking to elevate your association's certification program, check out The Ultimate Guide to Online Certification by TopClass.
This new resource is designed to help you build, grow, or refine online certification programs that engage learners and support your association's goals 🎓 In this guide we help you:
- Understand what makes a successful online certification program
- Learn how certifications and micro-credentials support engagement and non-dues revenue
- Identify common challenges associations face with outdated certification processes
- See how the right technology streamlines administration and improves the learner experience
*Source: 2026 Membership Performance Report by iMIS® |
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A well‑designed survey only helps if it reaches the right people and the results are interpreted thoughtfully. Part 3 focuses on distribution strategies, analysis techniques, and how to transform findings into decisions that elevate the user experience.
Delivering Surveys at the Right Time
Timing and context significantly influence feedback quality. For workflow‑specific surveys, in‑product prompts immediately after task completion produce accurate, context‑rich responses. Broader satisfaction surveys can be sent on a weekly, monthly, or quarterly cadence depending on your user base. After a major redesign, timely surveys help validate whether the changes improved the experience.
Reaching a representative audience often requires using more than one channel, such as:
- In‑product messages
- Email invitations
- Community or user forum outreach
- Pre‑recruited user panels
Avoiding over‑surveying is crucial—too many requests reduce participation and quality.
Interpreting the Data
Quantitative data from rating‑scale or multiple‑choice questions helps highlight trends, compare segments, and identify patterns over time. Look for differences between new and experienced users, or between desktop and mobile participants.
Open‑ended responses provide context behind the numbers. Grouping comments into themes—such as navigation, clarity, performance, or frustration—helps surface recurring issues and opportunities. Often, these insights reveal the “why” behind the metrics.
Turning Insights Into Action
The goal is not just learning what users think—it’s improving the experience. Prioritize issues based on impact and frequency. Translate survey insights into hypotheses for design updates, and validate those updates through follow‑up testing. Communicating findings helps stakeholders understand user needs, while closing the loop with users builds trust and encourages future participation. |
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| Insights, Intentionality, and Innovation at the ASI Excellence Business Summit |
During the last week of February, Association Technologies (AT) joined association leaders and partners at the ASI Excellence Business Summit in Florida. One theme cut across sessions: the strongest organizations are more intentional about technology choices, data stewardship, and the human connections that turn strategy into results.
AT was also honored with ASI’s Chairman’s Circle Award for excellence in client service, innovation, and overall performance supporting iMIS—an affirmation that progress happens when technology, people, and purpose move forward together.
Speakers reinforced that technology selection isn’t about chasing trends—it’s about aligning systems to strategic priorities and organizational readiness. Clear evaluation criteria, strong documentation, early staff engagement, and data/privacy considerations help teams avoid the high cost of indecision.
Quick takeaways from the breakout sessions:
- AI, innovation, and trust: Move fast—but with clean data, transparent processes, and a human-centered service model to earn and keep member trust.
- iMIS Certified App Program: ASI introduced a certification program to validate integrations and add-ons for performance, security, scalability, and long-term reliability—making it easier to choose trusted tools.
- SEO & GEO: Search is shifting toward AI-generated answers. In addition to traditional SEO, strengthen GEO by clarifying who you serve, structuring key pages, refreshing high-value content, and building credibility through proof points and authoritative profiles.
- Value-driven decisions: Evaluate technology by measurable outcomes—goals, leading/lagging KPIs, and a shared definition of success—so investments prioritize impact, not just cost.
- Change management: Adoption drives ROI. Communicate the “why,” build skills early, and ensure visible sponsorship to reduce disruption and accelerate results.
Platform updates - what’s ahead
Across the ASI ecosystem, roadmaps emphasized intentional AI adoption, stronger integrations, modern UX, and data-driven insights—helping organizations move from implementation to impact.
iMIS EMS
Recent and upcoming iMIS enhancements focus on performance, security, and scalability. Unified Logins (OIDC/Identity Server) support a more seamless sign-in across ASI products, while modernization of services, payments, and APIs improves reliability and flexibility. Expanded data warehousing and Power BI capabilities enable faster reporting and richer cross-platform insights.
Clowder
Clowder continues to expand its event and engagement capabilities, including improved 1:1 meetings, agendas, timeslot/location management, and APIs. Deeper iMIS integrations such as SSO and session check-in/out syncing - helps streamline operations and improve attendee experience.
OpenWater
OpenWater’s roadmap highlights AI-assisted judging and submission management (summaries, scoring support, trend analysis, and eligibility checks) to reduce manual effort and improve consistency. Ongoing workflow and governance enhancements support stronger transparency and scalability.
TopClass
TopClass updates focus on learner experience, admin efficiency, and analytics—such as AI-generated quizzes, proctoring integrations, improved dashboards, certification enhancements, accessibility updates, and tighter iMIS synchronization.
We left the summit energized—and we’re here to help you make confident, value-driven technology decisions that support your mission. If you’d like to discuss any of these themes or roadmap items, let’s connect. |
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| Can AI Make Executive Decisions? |
Leaders are leaning on AI to guide their actions, with few clear benefits so far. It may help to see AI as part of a process, not its end.
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| 6 Trends Redefining the Association Member Experience |
Associations have long played a distinct role in professional life: bringing people together to share knowledge, set standards, and advance their fields. That role remains essential, but the way members discover, evaluate, and engage with associations is evolving rapidly...
Read More |
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We have an archive of our newsletters and industry related
articles available on our website, click HERE to access them.
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| MARCH |
| 31 |
| 12:00PM-1:00PM CDT |
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| iUG Webinar: Back-to-Basics Series: iMIS Customers |
Location: Online
Unleash the power of the Customers module with a comprehensive one-hour review of the module. Discover the art of finding, adding, and editing contacts seamlessly. Gain a profound understanding of data integrity functionality, navigate the intricacies of managing duplicates, and learn how duplicate merge logs can help with workflow and data. Dive into the strategic utilization of committees and explore much more! |
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| Higher Logic’s 16th Annual Super Forum |
Location: Washington DC
This year’s theme, Amplify: Where Innovation Grows, Communities Thrive, and AI Accelerates Success, sets the stage for our most dynamic event yet. Designed for association professionals, community managers, marketers, and technology leaders who use or are interested in Higher Logic’s platforms to elevate member engagement and community impact, Super Forum 2026 invites you to uncover powerful strategies that will amplify your member engagement, boost organizational value, and simplify your daily work. With over 50 sessions, hands-on learning labs, and exclusive previews of the latest product innovations, Super Forum 2026 is your opportunity to grow through innovation, thrive in community, and accelerate your success with AI. |
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| ASAE MMC + Tech Conference |
Location: Walter E Washington Convention Center, Washington DC
If you’re ready to challenge legacy mindsets, propel your association into the future, and foster belonging in a changing world, ASAE’s Marketing, Membership, Communications + Tech Conference (MMC+Tech) is where you belong.
MMC+Tech is the only event dedicated to the professionals at the heart of associations—from the masterminds behind your campaigns to member acquisition and retention. |
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| Assocation Forum Honors Gala |
The Old Post Office, 433 W Van Buren St, Chicago, IL 60607
Celebrate a 110 Years of Innovation, Impact & Fearless Leadership
In celebration of Association Forum’s 110-year anniversary, we invite you to step back in time and experience an unforgettable evening where the rhythm of jazz meets the spirit of innovation. Join us for the 2026 Honors Gala: All Jazzed Up — a dazzling night inspired by the bold, soulful sounds of Chicago’s jazz legacy. Feel the beat, savor the flavor, and connect with leaders who continue to shape the future of the association profession.
What to Expect
- Entertainment – Immerse yourself in the smooth sounds and electric energy of Chicago’s legendary jazz scene.
- Elevated Dining Experience – Savor a curated menu that brings together classic style and modern flair.
- Honoring Visionaries – Celebrate outstanding individuals who embody leadership, innovation, and excellence in the association community.
- Networking with Soul – Mix, mingle, and make meaningful connections that will inspire your next big idea.
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| 2026 ASAE Annual Meeting |
| Location: Indiana Convention Center, Indianapolis, Indiana |
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| Chicago Golf Outing to Benefit ASAE Research Foundation |
Save the Date! |
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