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First Year Membership Renewal Rates

April 2024

Listserv compilation from a query about how PSOs may track first-year membership renewal rates and how it's calculated and tracked in CRM.

Source:
Forum Member

Code of Conduct

April 2024

Listserv compilation about a code of conduct or similar policy document for participants/members.

Source:
Forum Member

Using "My Dashboard" - Your Personalized Portal

April 2024

How to use "My Dashboard" as your personalized portal to update your individual and organizational profiles, review your upcoming and past registrations, access past orders with receipts/invoices, find your bookmarked content, and identify which peer communities, listservs, and groups/committees you are currently a member of.

Source:
United Philanthropy Forum

Internal Controls and Efficiencies

March 2024

Listserv compilation about a set of policies/practices to guide management of budget expenditures such as authorization over a certain amount, travel policy expenditures, and general approval of invoices.

Source:
Forum Member

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