General event information

This folder contains general information surrounding HBA policies, procedures, and best practices for event planning and execution.

Articles

HBA Events-at-a-Glance
Below are HBA's standard event types, categories, and virtual and in-person pricing.  Please note: * this is not an exhaustive list of categories or formats. Please note: as startup locations, HBA branches are the only component type no...
HBA Event Types
Understand the HBA event types: 1. Recruitment events are designed to accomplish one of two goals – 1) explain the merits of HBA membership to prospective members or 2) welcome new and existing members. This is the perfect venue to answer...
Event Content, Speaker, and Venue Guidelines
Overall Alignment with Core Purpose and Support of Mission HBA programming should align with the organization’s Core Purpose and support/advance its Mission. Core Purpose : to further the advancement and impact of women in the business of...
Event speaker management guidance
For ease of event setup, HBA has developed the below two-step guidance to ensure the speaker administration pieces are taken care of in a timely manner. Step 1: immediately upon confirmation of the speaker's participation and before setting t...
HBA Leadership Capabilities
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How to open an event for registration
Event registration pages are set up using the HBA Event Setup portal, which is located in your HBA profile on the lefthand purple navigation bar. Chapter programming and engagement DALs, Regional Education/Events and Engagement Presidents, and the ...
Event sponsorship
Companies often support HBA through event sponsorship. Sponsorship types are defined as follows: Cash  sponsorship: where a company provides a sum of money towards the event. In-kind sponsorship or donations: where a company provide...
How to run an event attendance report
Login to your HBA Profile   In the left menu, click "My Reports" Choose the type of report (chapter event attendance or regional event attendance) The next screen you see will be a search screen. To find an individual r...
How to send additional resources or event recordings
1. Email events@hbanet.org with the title and date of your event.  2. Attach any additional resources you or your speaker(s) wish to share with the event registrants. Please be sure they are in PDF format . HBA staff can email additional ...
 Global Planning Calendar
Please use the Global Planning Calendar to plan your upcoming events. Other education & events volunteers can use this master calendar to position their own events with the best timing, and even collaborate across regions and chapters. The...
How to cancel or reschedule an event
We know that sometimes things don't go according to plan and you may need to cancel or reschedule an event. Here are steps to help you accomplish this! 1) Notify your regional programming team and HBA Central at events@hbanet.org that your ...
How to edit an event webpage
1. Log into your HBA profile on the HBA homepage. 2. Scroll down and click "Event Setup". 3. On the next screen, you will see all the events in your account - both saved as drafts or that have been submitted for processing. Simply c...
How to setup an event series
When putting together a program (series of events) the event set-up process is the same, but we often get questions on the best way to submit this information. We hope this guidance will help, and feel free to reach out to events@hbanet.org with...
Annual Educational Theme Resource - 2024
Please reference the 2024 Annual Theme Resource - FINAL.pdf  here. All component educational teams can use this when crafting their upcoming events to ensure alignment with the yearly theme. ...