Chapter Organization

You Own the Association

Chapter License

Included

Geographical Location Rights (by county or zip codes)

Included

Brand Name, Logo, and Trademarks

Included

Toll-free Telephone Number

Included

Chapter Legal Entity Incorporation

Included

Other Materials

Chapter Official Member Certificate Foil Stamp

Included

Chapter Checking Account Checks (500)

Included

Chapter Management Training, Support, and Tools

You Manage the Association

Chapter Management Training

Included

Chapter Management Unlimited Support

Included

Monthly Chapter CEO Roundtable Online Meeting

Included

Semi-Annual Chapter CEO Conference

Fee

Monthly Chapter Financial Comparison Report

Included

Chapter Membership, Training, Certifications, Licenses, and Products

We are Your Research and Development Department

Membership, Training, Certification, Licenses, and Products Training

Included

Membership, Training, Certification, Licenses, and Products Unlimited Support

Included

Membership

Chapter Membership

Included

Training

Self-study Guide, CD or DVD

Included

Live, Instructor-led, Online

Included

Live, Instructor-led, Classroom

Included

Certifications

Bookkeeper Certification

Included

QuickBooks Certification

Included

Payroll Certification

Included

Licenses

Certified Public Bookkeeper (CPB)

Included

Certified QuickBooks Advisor (CQA)

Included

Certified Payroll Specialist (CPS)

Included

Products

Checks and Forms

Included

QuickBooks Software

Included

Chapter Marketing & Sales Training, Support, and Tools

We are Your Marketing & Sales Department

Marketing & Sales Training

Included

Marketing & Sales Unlimited Support

Included

Design, Write, Print, and mail or Email Marketing & Sales Material

Fee

Handle All Sales and Member Services Email and Telephone Calls

Included

Optional Marketing & Sales Material

Chapter Shirts with Chapter Logo

Fee

Chapter Full Color Business Cards (5000)

Fee

Chapter Color Letterhead (5000)

Fee

Chapter Color Envelopes (5000)

Fee

Chapter Padfolios and Pens with Chapter Logo

Fee

Sample Materials

New Member Package

Included

Chapter Order Fulfillment

We are Your Production Department

Order Fulfillment Training

Included

Order Fulfillment Unlimited Support

Included

Membership

Email New Chapter Member Welcome Email

Included

Pack and Ship New Chapter Member Packet

Included

Training (Self-study Guides, CDs, or DVDs)

Pack and Ship Product Orders

Included

Process Any Product Returns

Included

Training (Online)

Provide Training Materials Including: PowerPoint, Manuals, Evaluations, and Technology

Included

Present Training

Included

Incur All Online Training Expenses Including: Technology and Toll-free Telephone

Included

Training (Classroom)

Provide Training Materials Including: PowerPoint, Manuals, Evaluations, and Equipment

Included

Present Training

Included

Incur All Travel Expenses Including: Flight, Hotel, Meals, and Out-Of-Pocket

Included

Certifications

Pack and Ship New Certification Candidate Packet

Included

Email Certification Candidate Exam Link Request

Included

Grade and Email Certification Exam Results

Included

Approve Certifications and Mail Certification Certificates

Included

Licenses

Process License Candidate Application

Included

Mail License to Licensee

Included

Mail Annual License Renewal and CPE Reporting Forms

Included

Process Renewals

Included

Products

Pack and Ship Product Orders

Included

Process Any Product Returns

Included

Chapter Finance Training, Support, and Tools

We are Your Finance Department

Finance Training

Included

Finance Unlimited Support

Included

Order Payments are Depositing Directly Into Your Chapter Bank Account

Included

We Charge Your Credit Card The Licensee’s Cost of All Pre-paid Orders

Included

Member/Customer Services

We are Your Member/Customer Service Department

UBA Handles All Chapter Member and Customer Service Emails and Calls.

Included

Chapter Information Technology Training, Support, and Tools

We are Your IT Department

Information Technology Training

Included

Information Technology Unlimited Support

Included

Chapter Domain Name (www.YourChapter.org)

Included

Chapter Website Setup, Hosting, and Maintenance (Replica of Your State Association Website Customized with Your Chapter Information)

Included

Unlimited Email Accounts Setup, Hosting, and Maintenance (YourName@YourChapter.org)

Included

Write and Post Monthly Chapter Newsletter on Website and Email to Members, Customers, and Prospects Listed in Contact Management Database

Included

Chapter Contact Management Database Software Setup, Hosting, and Maintenance

Included

Shopping Cart Setup, Hosting, and Maintenance

Included

QuickBooks Merchant Account Integration with Online Merchant Account Gateway

Included

Online Merchant Account Gateway Setup, Hosting, and Maintenance

Included