1. Welcome and Quick Recap (Anne)
- Review of last meeting summary and action items
- Updates on SAGE contract confirmation and Diamond sponsorship
- Overview of membership growth and engagement goals
2. Membership Drive & Onboarding (Anne & Madeline)
- October Membership Campaign launch
- Messaging plan, posting schedule, and visuals
- ISV and firm-focused offers
- Member onboarding updates
- December member orientation planning (need new date)
- New firm additions and Intacct consultant onboarding
- Platform use and consistency in messaging
- Committee engagement
- Encourage members to share, like, and comment on campaign posts
- Confirm outreach assignments
3. Member & Sponsor Engagement Updates
- Outreach progress with ISVs (V Technologies, Scanforce, others)
- Recruiting new committee members
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- Review of Jerry's draft outline
- Assign outreach responsibilities for new volunteers
- Ideation Community as engagement
4. Conference Integration & Engagement
- Update on Meeting of the Minds 2026 Timeline
- Membership tie-ins and sponsor integration
- Plans for member recognition and engagement activities
5. Administrative and Platform Updates
- Review of marketing automation rollout
- Confirm upcoming meeting schedule
6. Next Steps & Assignments
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Jerry Norman
Smartbridge Partners
(512) 653-7498
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