Volunteer
Table of Contents
Table of Contents
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Glossary
HBA Foundational Resources
HBA Basic Information
The History of the HBA
HBA's Mission, Vision, and Values
HBA Annual Report
About the HBA One-Pager
About the HBA 2026
2026 HBA "By the Numbers" Data
2026 HBA Fact Sheet
2026 About the HBA Flyer
2026 About the HBA Slide Deck
2026 HBA Boilerplate
2026 HBA Narrative
Brand Resources
2026 HBA Brand Guidelines
HBA Style Guide
HBA Logos
2026 HBA PowerPoint Template
HBA Letterhead
HBA Member and Volunteer email signature
HBA Offerings Portfolio
Signature Events
Annual Conference
European Leadership Summit
Global Ascension Leadership Experience.
In-Person Events
Virtual Events
Affinity Groups
Mentoring Program
Ambassador Program
HBA Academy
Executive Programs
HBA Organization
Volunteer Organizational Components
HBA regional and chapter structure
Functional Matrix
Functional Responsibilities
HBA staff
Office Closures and Key Dates
Volunteer Resources & Fundamentals
Volunteer Resources Available to You
2026 Leadership Institute - Annual Volunteer Orientation
Volunteer Culture
Building your committees
HBA Community
HBA Community Overview
How to log in to the HBA Community
Edit your HBA Community profile
Accessing documents on the HBA Community
Posting discussions to the HBA Community
View my HBA Communities and Change Notification Settings
Updating community notification settings
Community Engagement Toolkit
HBA SharePoints
Career Advancement Through Leadership
Volunteering and Your Career
Volunteer Newsletter archive
HBA Resource Center
HBA Strategy & Strategic Planning
HBA Strategic Plan
Annual Planning and Timeline
Deeper Dive: Program Planning
Deeper Dive: Budget Planning
Deeper Dive: Succession Planning
Deeper Dive: Annual Awards Planning
Functional Resources
Corporate Relations
Corporate Relations Roles
Corporate Relations Organizational Chart
Role description - business development regional director
Role description - corporate engagement regional director
Corporate relations department
Role description - CR committee chair
Role description - CR liaison
Role description - Regional Director, Corporate Relations Operations and Insights
Corporate Relations and Partnership Basics
Corporate Relations initial training and onboarding
Corporate relations terminology
Corporate Relations Best Practices
Flagship sponsorship and advertising with HBA
February 2023 Cross-Functional Engagement Call
Corporate Partnership
HBA Corporate Partners
HBA Corporate Partner Packages
Sponsorships & External Partnerships
Sponsorship documentation and processing
Event sponsorship
Virtual event sponsorship guidance
Memorandum of Understanding (MOU) for external partnerships
Sales and Business Development resources
HBA Sales Deck
Business Development Initial Outreach Email Template
How to process a sponsorship
How to process a Corporate Partnership
Corporate Engagement resources
How to join/renew as a Corporate Partner member (individual)
Corporate Partner Benefit Definitions
Corporate Partner Alignment with Local Chapter/Region
Connection to Member Networks (Formerly Affinity Groups)
Ability to Pre-Purchase GALE Tables
Rising Star and Luminary Designations
Access Codes for Career Conversations
European Leadership Summit 3BC: Building Better Business Connections
Company logo on HBA website
Midyear and Annual Reviews
Ability to launch an HBA Ambassador Program
CP Locations
HBA Corporate Partner Information Module
Lunch and Learns
HBA Central account management
Membership Experience
Member engagement best practices, tips and suggestions
Membership experience department overview
New/Prospective Member Resources
HBA Membership Video (promotional)
HBA Member Orientation
Letter to Manager for HBA Membership
Member Welcome Center
Membership Events
Meet the HBA events
Making the Most of Your HBA Membership (new member orientation events)
Lunch and Learns
Membership Reports
Membership Reports
How to run a membership report
Automated Member Campaigns
HBA Central new member email sequence - examples
HBA Central expiring member outreach schedule
Volunteer Experience
Volunteer Basics
Volunteer Experience best practices
How to run a volunteer report
Regional Volunteer Experience department overview
Volunteer Recruitment & Tracking
Volunteer Recruitment Ideas
Volunteer Application Review
Volunteer Management Module (interim solution)
Volunteer Promotional Images
Volunteer Recognition
Volunteer Awards & Recognition
Award Process at-a-glance
Award Nominator Survey
Volunteer Award Certificate and Letter Template
Digital Badges
Education & Events
Event Basics
HBA Events-At-A-Glance
HBA Master Events List
HBA Event Planning Checklist
HBA Leadership Capabilities
HBA Event Guidelines
Experience Design
Event How-Tos & FAQs
How-Tos
How to open an event for registration
How to edit an event webpage
How to run an event attendance report
How to create a bit.ly (shortened) link for event promotion
How to create event badges
How to Pull and Review Event Survey Results
How to send additional resources or event recordings
How to cancel or reschedule an event
Event FAQs
My sponsor and/or company logo for an event is incorrect. Can you update it?
When are event reminder emails sent?
How far in advance do I need to submit an event to open registration?
I submitted an event/question to HBA two days ago and haven’t received a response.
I’m confused about what I can edit through my event set-up profile before and after an event submission.
Attendees of the event have contacted me saying they haven’t received post-event materials. What should I do?
How can I set my event registration deadline for an event?
What are HBA’s business hours?
Education & Speaker Management
HBA Annual Theme and Messaging
Event speaker management guidance
HBA Speaker Agreement
Suggested L&D Priorities Resource
In-Person Event Planning
HBA Event Planning Checklists
Onsite event resources and volunteer staffing needs
Event materials - development list
CEO Request Form – Purpose & Guidelines
Event Basics
Virtual Events & Webinar Planning
Virtual Event Planning by Type
Virtual Educational Event/Webinar Planning Timeline
Virtual Educational Event/Webinar Planning Process
Virtual Networking Event Planning
Virtual Recruitment/Engagement Event Planning
Platforms and Tech Tips
Virtual event platform options
Five Ways to Create Better Engagement During Virtual Events
HBA-branded Virtual Background
Hybrid (Virtual+In-Person) Events
Best Practices for Hybrid Events
Tech Setup and Platform Considerations
Engagement Tips for Dual-Audience
Volunteer/Staffing Requirements
Event Sponsorships & External Partnerships
Member Value Offerings
Mentoring
Mentoring Basics
HBA Mentoring Program Timeline
Mentoring Program Resource Directory
How to run an attedndance report
Qooper Mentoring Software
Logging in as mentees/mentors to test the platform
Enabling users to have both mentee and mentor profiles under the same account
How can program managers suspend user account under Qooper's admin dashboard?
How to Manually Search and Connect People
Group Matching
How to Create a Lesson for a Group
How to update weighing of survey questions for matching
1:1 Matching
Structure and Roles
Mentoring Committee Structure & Roles
Role Description - Mentoring Regional Deputy Director
Affinity Groups
Marketing and Communications
Marketing
HBA Email Communication and Targeted Mailing Guidelines 2026
HBA Weekly Event Digest Email
HBA Brand Photography
Communications
HBA Media Relations and Public Statement Guidelines
2026 HBA "Message From the Regional Chair" Deadlines
Social Media
2026 HBA Social Media Guiding Principles
Social Media Hashtags
Gather Voices
Gather Voices Explained
HBA Gather Voices Training Call
Building a Video Request in Gather Voices
Editing Videos in Gather Voices
Adding Title Cards, Closing Cards, and Logos in Gather Voices
Share and Embed Videos in Gather Voices
Graphic Design and Marq
Marq (Lucidpress) Training
Share and Collaborate in a Marq Asset
Adobe Express Onboarding Resources
Guidance for Marketing and Communications Leads
HBA Brand Resources
Market Research, Data & Insights
Membership Reports
Volunteer Reports
Event Reports
RAMP Report
Sponsorship Reports
Finance
Expenses and Invoice payments
HBA Invoice Request Form
Expense Reimbursement
HBA Tax and Insurance Information
HBA expenses
Department and GL Accounts
Treasury Reports
Vena Platform Guide
What is Vena?
How to Access Vena
Opening Your Financial Template
Understanding the Template
How to Enter or Update Data
How to Analyze Your Financials
Adding More Detail (Recommended for Reforecasting)
Using the Scratchpad (recommended)
Tracking Changes Over Time
Key Usage Tips & Best Practices
Reports and Data Updates
Access & Technical Requirements
Support & Help
Vena Quick Reference Cheat Sheet
Leadership Role Resources
Operating Board
Operating Board Structure
Operating Board President
Operating Board Vice President
Operating Board Secretary/Treasurer
Engagement
Value
Communications and Thought Leadership
Expansion and Innovation
Region
Region Basics
HBA regional structure
The experience center
Department flex structure
Department leaders vs committees
Who do I go to for help as a regional leader?
Regional role descriptions
Marketing regional director role descriptions
Role description - President, Marketing and Communications
Role description - regional director, communications
Role description - regional director, marketing
Role description - regional director, social media and PR
Role description - regional chair
Role description - regional deputy chair
Role description - regional treasurer
President
Vice president
Regional director
Regional committees
Operations and Insights
Role description - accounting and analytics regional director
Role description - procurement and processing regional director
Role description - market research regional director
Role description - affinity groups regional director
Role Description - Mentoring Regional Director
Regional department breakdown
Education and events department
Membership experience department
Member value offerings department
Volunteer experience department
Education and events department
Member value offerings department
Chapter
Chapter board structure
Role description - chapter president
Role description - chapter vice president
Role description - chapter operations director
Role description - DAL, membership and volunteer engagement
Role description - DAL, programming
Role description - DAL, marketing and communications
MarComm Committee Roles and Responsibilities
Committee Building and Support
Who do I go to for help as a chapter leader?
HBA Organizational Components
Cross-collaboration between functions/departments
Global Initiatives and Offerings Resources
Global Affinity Groups
Affinity Group Role Descriptions
Global Affinity Group Chair Role Description
Global Affinity Group Deputy Chair Role Description
Global Affinity Group Member Engagement Director Role Description
Affinity Group Education and Events Director Role Description
Affinity Group Marketing and Communications Director Role Description
Affinity Group Regional Liaison Role Description
HBA Member Networks Policy
Global Ambassador Program
Program Overview
Ambassador Program Overview and Basic information
Ambassador Learning Center: Impact Workshops and Coaching
Activation Toolkit
GAP Teaser Deck with Quick Start Guide
Add your Ambassador Program Experience to your LinkedIn!
Advisors
Advisor Role Description
Advisor Onboarding
The First 45 Days
Graduation Guidance and resources
Graduation Event Guidance
Amplify Your Program Visibility
Paint the World Purple with HBA promotional items
Certificates of Completion
HBA Global Ambassador Program Digital Badges
Graduation Letter
Program Excellence Managers
PEM Role Sheet
PEM Orientation
PEM FAQs
Where do I go for HBA Membership codes?
Does the program term have to align with the partnership term?
What are the Ambassador Awards and when are they given?
When are the 2025 program launch windows and deadlines?
How long does it take to set up to launch?
Where to find the Metrics Assessments?
How to connect my program to the HBA locally?
What's the difference between a PEM and an Account Manager?
HBA GAP Tracker
Module 1: HBA GAP Tracker Overview
Module 2: HBA GAP Tracker Tutorial
Module 3: HBA GAP Metrics Assessments
PEM Process
Step 1: Qualify
Step 2: Intro Discussions
Step 4: Regular Check-Ins
Step 5: Re-Launch Discussions
GAP Code of Conduct
GAP Program Policies and Eligibility
GAP Advisors
GAP Program Excellence Managers
ALC Presenters and Coaches
Communities of Practice
Global COP - March 2026
HBA Policies
Corporate Relations
Financial Policies for Volunteers and HBA Components
HBA Central Finance Department Policies
Charitable Event Guidelines
Leadership Appointments and Terms
Marketing
Member Pricing
Programming and Events
Recruitment (Member Engagement) Events
Updated HBA Language and Narrative Changes
Volunteer Recognition
Volunteer Acknowledgement Policies
Conflict of Interest
Confidentiality
Code of Conduct
Mediation
Overview
Mediation Details
Mediation Process
Role and Authority
Conflict of Interest
Appendix I: Procedures for HBA Board Member Removal
Summer 2026 Office Hours: Phase 1 Roll Out
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