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March 8, 2022
Distribution: All Active Volunteers
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- AP Bill Processing Status
- Foundation Donations Reporting
- Taking Someone Out to Lunch?
- Treasurer Tuesday Schedule
- Activity Codes & SCORE’s Culture of Compliance
SCORE is almost six months into FY22. It may be time to review your chapter’s financial plan to ensure it is still on track and to ensure any national allocation will be spent before fiscal year end, Erin Schultz will be covering this topic during the March 15 Treasurer Tuesday. The team is working with pilot chapters to test Mesh Payments vendor specific virtual credit card program. As a reminder, please send bills into accounting@score.org instead of a staff’s email to ensure the bill is processed even if that person is off.
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Changes to Foundation Reporting for Chapters |
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Chapter Treasurers asked and we responded. To give chapters more visibility into donations and grants received through the Foundation, Shawn Little will be booking the revenue and the corresponding receivable from the Foundation for any donations to the Foundation for your chapter starting with February activity.
Chapters will see donations in their financials when received by the Foundation as Revenue and a Funds Within Foundation receivable. When funds are transferred in from the Foundation to a chapter’s bank account, the receivable will be reduced.
Is your chapter holding reserve funds within the Foundation? These balances will not be reflected the SOFP until fiscal year-end.
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Attracting More Clients to SCORE |
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Each month, we align our marketing tactics to national observances as a way to attract new clients to SCORE. We encourage you to consider doing client attraction campaigns, creating content or doing volunteer recognition or engagement activities around these monthly themes. |
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National Women’s History Month |
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In celebration of National Women’s History Month, your chapter can promote the Women Entrepreneurs landing page in your local marketing efforts. On your website, you can create a content band or button with the following link format: chaptername.score.org/women-entrepreneurs. This landing page features success stories from women-owned businesses and targeted content towards women entrepreneurs. You can also promote this link in your email campaigns and you can share these resources in your mentoring sessions (as appropriate).
A Constant Contact template has been loaded into all chapter accounts titled SCORE for Women Entrepreneurs - Chapter Template - 2022, which can be distributed as-is or customized with chapter-specific information for a more local feel.
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National Credit Education Month |
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In addition to promoting National Women’s History Month, March is National Credit Education Month. Here are some recently published blogs and a live webinar on score.org (and your chapter’s website), with more to come!
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Constant Contact Two-Factor Authentication |
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Constant Contact has recently implemented two-factor authentication on all of their accounts. This means that when you log in and enter your username and password, you may be asked for a second login credential, such as a phone number or verification code, to gain access to your account.
Two-factor authentication adds another layer of security to protect our client’s personal information. This extra layer of protection will significantly reduce the risk if a password is compromised. If your Constant Contact password is hacked, that will no longer be enough information for an intruder to gain access.
We wanted to notify you of this feature to make sure you do not get locked out of your account. If you do not have a way of verifying the phone number on the account for the two-factor authentication, we ask that you reach out to us to have a new user added to the account.
This point person will have an individual login made, where they can then add other volunteers to the account giving each their own personal login. Click the button below to request an individual login for your chapter’s account.
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If you are able to get into your account and would like instructions on how to add new users to your account, click here. |
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You are Our "Connector" to National Level Corporate Sponsors |
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The SCORE Foundation has successfully converted many corporate introductions that YOU have personally brought to us into signed Sponsorships at the national level. Altria, Dell Technologies and Equitable Foundation are just a few! And we sincerely thank these chapters: Richmond, Austin and Charlotte for those valuable introductions!
So often, the companies in your community wish to explore a broader relationship – and we are here to start that conversation. Email those interested corporate contacts to Liz.Sara@SCOREfoundation.org.
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FY21 Client Engagement Field Webinar
March 16 | 2pm ET
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Join us for the FY21 Client Engagement Field Webinar as we review our annual survey conducted by PwC.
In this webinar, we will:
- Review what our clients are telling us is important in our service to them
- Highlight the challenges and successes our clients have had in the past year
- Recognize our best performing chapters and individual mentors
- Go over the steps we will take moving forward to capitalize on our client feedback
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Let's Talk about Workshops!
March 23 | 12pm ET
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The March 23rd knowledge-exchange is for Events Managers and Workshop Chairs. In this meeting, you will have the opportunity to meet other volunteers around the country who perform a similar chapter role. These events mainly use breakout rooms where you will discuss the latest trends, good practices and challenges of volunteer onboarding. Come ready to meet, share and learn! |
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Due to a technical error, there was an email distributed to all registrants saying that the Marketing Training Webinar tomorrow was canceled, but it is NOT canceled and will be taking place at the usual scheduled time. We are so sorry for the confusion!
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Wednesday, March 9 | 2pm ET
Join the SCORE HQ Marketing Team to learn about topics such as upcoming campaigns, branding, email marketing, chapter marketing best practices, content marketing, and more. Each session will include a presentation followed by Q&A.
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Wednesday, March 15 | 2pm ET
Join our Training Specialist in a live discussion of the key processes, tasks, and responsibilities of a Volunteer Intake Coordinator and a Chapter Manager.
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Wednesday, March 16 | 2pm ET
Join SCORE's Social Media team on the third Wednesday of every month at 2 pm ET to learn the latest program updates, best practices and tips to increase engagement. We welcome volunteers, chapter leadership or anyone seeking a better understanding of SCORE's Social Media chapter program.
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Wednesday, March 24 | 2pm ET
Join our Training Specialist in a live demonstration/discussion of the key processes, tasks, and responsibilities of a Client Intake Coordinator (CIC).
In this training course, we will be covering topics about the intake assignment process, adding a note to a request, transferring to another chapter.
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Wednesday, March 29 | 11am ET
Join our Training Specialist in a live demonstration/discussion of the key processes, tasks, and responsibilities of an active mentor. We will have a live question and answer session at the end of the demonstration.
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Wednesday, April 13 | 2pm ET
Join the SCORE HQ Marketing Team to learn about topics such as upcoming campaigns, branding, email marketing, chapter marketing best practices, content marketing, and more. Each session will include a presentation followed by Q&A.
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Wednesday, April 13 | 3:30pm ET
Each month we will discuss information specific to chapter webmasters. This could range from introducing new features and upcoming changes to the website, webmaster basics, chapter website best practices, and more. All sessions will include a presentation followed by Q&A.
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Upcoming Live Webinars for Small Business Owners |
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1165 Herndon Parkway
Suite 100
Herndon, VA 20170
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Funded in part through a Cooperative Agreement with the U.S. Small Business Administration. All opinions, conclusions and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA. |
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