Board Blog: Your Fresh Fiscal Year

Last Updated on July 9, 2014 by askcbiorg

July 1st marks the midpoint on the calendar, the realization that the better part of the academic summer is already behind us, and the start of a new fiscal year. As CBI’s Treasurer, here are a few commonly asked questions we receive about renewals, plus some helpful hints to expedite your upcoming membership and convention payments:

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Lisa Marshall, CBI Treasurer

1. My school’s business office needs a copy of CBI’s IRS W-9 form to process our payment. No problem, we have that covered! Visit our W-9 webpage to download a copy for your school: https://www.askcbi.org/wp-content/uploads/2013/06/CBIW9.pdf.

2. What’s the quickest way to process my membership payment? If your school permits advisers to use a credit card to process memberships, CBI happily accepts PayPal payments. Access the link by logging into our membership database, Wild Apricot. Login information for returning CBI members is found in the email sent to advisers last week for the 2014-2015 year. If you did not receive a renewal email, contact our Secretary, Jamie Lynn Gilbert at membership@askcbi.org. Current 2013-2014 memberships are active through September 1st.

3. I mailed my check to CBI two weeks ago. Why isn’t my membership confirmed at this time? CBI’s snail mail is sent to our UPS Box in Hummelstown, Penn. Mail is forwarded to me in Ohio twice a month. If your school prefers check payments over credit cards, plan for 3-4 weeks processing time. Please keep this window in mind if paying by check for #CBISeattle Early Bird Convention Registration by the October 1st deadline.

Speaking of Seattle, registration is open! As you make plans to attend, bookmark our website for convention and hotel registration. I booked my hotel room this week over the phone — the processing time was fast and the agent was very easy to work with to plan my stay! Online hotel registration is also available. Links are on our NSEMC website at askcbi.org/seattle

This is my fourth year happily serving on the CBI Board of Directors. Please contact me for questions about membership or convention payments at treasurer@askcbi.org. Looking forward to seeing many of you in Seattle!

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