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Use Line Item Detail Found under Data Input Tools Add sub-line items (e.g., individual events) Example: Instead of: “Event Revenue: $50,000” You can break into: Event A: $15,000 Event B: $10,000 Event C: $25,000 This provides cl...
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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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Where to input Only edit blue cells How to input Type values directly OR use Excel formulas When done, click: “Save Data to Vena” Critical rule: If you don’t click “Save Data to Vena,” your updates will NOT be saved Formulas sav...
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What you’ll see: Chart of accounts structure (Revenue, Expenses, etc.) Data aligned to your region/location Columns including: Prior year (if available) Current year actuals (from Sage) Budget Budget remaining Reforecast (if applicabl...
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Click “Input Data” Download the Excel file Open it and: Accept the Vena add-in (first time only) Select your region (auto-filled for most users) Good to know: No software installation required Works on PC, Mac (Excel 365 required),...
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Please note: only Regional Treasurers have access to Vena Step 1: Log in Go to: Vena.io Use your credentials from the password activation email If you didn’t receive access, contact: finance@hbanet.org Step 2: Land on the Task Pane O...
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Vena is an Excel-based financial platform that connects directly to Sage and other systems to support: Budgeting and reforecasting Real-time financial visibility Drill-down into financial data Self-service reporting Why we use it: Red...
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The HBA Resource Center is an ever-evolving knowledge base that houses all of the HBA's non-proprietary volunteer resources. Here you will find tools, templates, resources, how-to articles, policies, and so much more! In 2026, the HBA Resource Ce...
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Created On: 06/10/2026
in Leadership Role Resources
HBA Global works to define the organizational strategy and priorities at a global level. This global strategy is then translated by operating geography by our Operating Boards. Regions then refine and adapt this strategy for their regional territo...
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Each HBA Region is comprised of a Regional Executive Committee, regional departments and local chapters. The Regional Executive Committee, Department Presidents and Chapter Presidents make up what we call the Regional Council: the leaders within t...