Drill Down (summary → detail)
- Understand what makes up a total number
Drill Transaction (to Sage data)
- View underlying transactions
- See notes/comments tied to entries
This is your primary tool for investigation and transparency
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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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- Expenses and Invoice payments
- HBA Invoice Request Form
- Expense Reimbursement
- HBA Tax and Insurance Information
- HBA expenses
- Department and GL Accounts
- Treasury Reports
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- 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
- Requesting a Virtual Credit Card
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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
- Leadership Appointments and Terms
- Marketing
- Member Pricing
- Programming and Events
- Recruitment (Member Engagement) Events
- Updated HBA Language and Narrative Changes
- Volunteer Recognition
- Summer 2026 Office Hours: Phase 1 Roll Out
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