We have a packed agenda. I look forward to seeing everybody and working through
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Agenda – Membership Committee Meeting
1. Welcome & Quick Check-In
Short updates
2. Town Hall Recap
Key survey insights and polling results
Member engagement feedback
Committee introductions recap
3. Onboarding New Consultants and New Communities (Intacct)
Status of Intacct consultants in Higher Logic
Assign committee "welcomes"
Review onboarding doc and process
Security Groups review and Community Update
4. Membership Growth & Engagement
September/October Membership Drive prep (community highlights, newsletter)
Strategies for boosting peer access and active participation
5. Committee Charter & Roles
Finalize charter
Clarify responsibilities (welcoming, onboarding, engagement)
6. Next Steps & Assignments
Confirm deliverables before next meeting
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Jerry Norman
Smartbridge Partners
(512) 653-7498
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