How to process a sponsorship

Procedure for processing a sponsorship:

Chapter/regional sponsorship – financial/cash support:

  1. HBA Region_Chapter_Afilliate Event Sponsorship Agreement.pdf drafted by HBA leader and sent to sponsor for completion/signature
  2. Completed, signed agreement is sent to Regional Treasurer for counter-signature. Notification of sponsorship sent to appropriate CR COE regional director and HBA event leader
  3. Regional treasurer sends to HBA Central finance team for processing
  4. HBA Central finance enters information into AMS system and generates invoice.
  5. Invoice is sent to the billing contact, copying regional treasurer*
  6. HBA region/chapter/affiliate leaders work with sponsor on program/event

*Note: discount codes for sponsor attendees will not be generated until invoice has been paid

Chapter/regional sponsorship – in-kind support:

  1. HBA Region_Chapter_Afilliate Event Sponsorship Agreement.pdf drafted by HBA leader and sent to sponsor for completion/signature
  2. Completed, signed agreement is sent to Regional Treasurer for counter-signature. Notification of sponsorship sent to appropriate CR COE regional director and HBA event leader
  3. Regional treasurer sends to HBA Central finance team for posting
  4. HBA region/chapter/affiliate leaders work with sponsor on program/event
  5. HBA leader provides in-kind-receipt-and-donor-letter.docx to sponsor for completion post-event
  6. Sponsor returns completed form to Regional Treasurer
  7. Regional Treasurer sends on to HBA Central Finance for logging