This sales deck includes high-level information regarding all HBA offerings and should be customized for each region. We have condensed the deck to contain the most pertinent information. Feel free to review the slides that make the most sense for the company you are speaking with.
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- 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
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- How to join/renew as a Corporate Partner member (individual)
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- 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
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- 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
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- 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?
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- 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
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- 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
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- 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
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- 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
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- PEM Role Sheet
- PEM Orientation
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- 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?
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- Corporate Relations
- Financial Policies for Volunteers and HBA Components
- HBA Central Finance Department Policies
- Charitable Event Guidelines
- HBA expenses
- Leadership Appointments and Terms
- Marketing
- Member Pricing
- Programming and Events
- Recruitment (Member Engagement) Events
- Updated HBA Language and Narrative Changes
- Volunteer Recognition
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