Tools & Systems
Tools and Systems
PLAYBOOKS
- Learn how to use social media in your chapter
View Playbook - Strategic planning plays an important role in the success of your chapter
View Playbook - Learn how to maximize the effectiveness of your events
View Playbook
CEP ENHANCEMENTS
Take a look at some of the fantastic CEP suggestions our chapter leaders have thrown our way. If you have any additional recommendations, we'd love to hear your ideas, be sure to email chapter@iiba.org!
View CEP Enhancements
CEP TRAINING VIDEOS
We want to make your experience with the Chapter Engagement Platform as seamless as possible and have an updated and segmented set of training videos for you!
Chapter Setup | Chapter Profile | Website Design | Bulletins | Contacts | Documents | Donations
Emails | Events | Finances | Groups | Languages | Member Profile | Reports | Sponsors
Chapter Engagement Platform FAQs
The Chapter Engagement Platform project is running full steam ahead!
We know you have many questions, so we’ve created a frequently asked questions document that we will update throughout the project.
GSUITE/GMAIL
GSuite and role-based Gmail accounts are set up for Chapters.
Step-by-step instructions for Administrators and Users can be found in the GSuite/Gmail FAQ’s.
Individuals accessing or using email services or systems provided by IIBA, agree to be bound by IIBA’s Email Acceptable Use Policy and by all of its terms and conditions.
Have questions? Contact chapter@iiba.org.
VIRTUAL CHAPTER MEETINGS
To conduct virtual meetings and events, your Chapter has been provided with a free Zoom account (1 license per Chapter).
Here are some of the features included with your account:
- 500 participant capability
- 500 participant webinar capability
- Break out rooms
- Country dial-in numbers
- Polling
CO-HOSTING BEST PRACTICES
We’re excited to share our long-awaited Co-Hosting Best Practices guide! This resource is designed to help chapters navigate the co-hosting process smoothly, ensuring a seamless experience for both organizers and attendees. Whether you're new to co-hosting or looking to refine your approach, this guide covers key considerations and practical tips to set your event up for success.
View the Guide