The end of the year inevitably creeps up before we expect and can bring some extra work. There are financial reports to prepare, making Chart of Account updates or new membership dues changes, ensuring that members have their latest and accurate data provided, and more. The sessions below offer best practices to ensure your year-end is stress-free. We recommend that you take the time to view these sessions and review the End of Year Checklist.
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The end of the year inevitably creeps up before we expect and can bring some extra work. There are financial reports to prepare, making Chart of Account updates or new membership dues changes, ensuring that members have their latest and accurate data provided, and more. This session provides an overview of various steps to be taken at year-end, to ensure billing, collections and the database are up to date. Watch the video and download the handout.
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In this session, participants will learn best practices for managing year-end billing. Whether you bill once a year or bill throughout the year, the tips & tricks presented in this session will make billing easy and stress-free. Watch the video and download the handout.
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Collections are unfortunately a necessity when invoices are over-due and members have lapsed. In this session, participants will learn 5 ways to manage collections. Watch the video and download the handout.
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As you begin planning for next year, various reports are available to you in your ChamberMaster/MemberZone software to assist you in planning and budgeting. In this session, participants will learn to generate and analyze essential year-end budgeting and projection reports. Watch the video and download the handout.
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Data cleansing is so important because it improves your data quality and in doing so, increases overall productivity. When you clean your data, all outdated or incorrect information is gone – leaving you with the highest quality information. In this session, participants will learn best practices for cleansing & maintaining a healthy database. Watch the video and download the handout.