Speaker Bureau – New Training Video Available

Learn more about the KnowledgeConnex Speaker Bureau!

A new quick video tutorial is now available.  The video will review how the user will complete the speaker bureau form and how you can search the speaker bureau to help you find speakers for face-to-face or virtual meetings.  It also reviews how you now have the ability to export the submissions in Excel which is a NEW FEATURE!!!

Click here to view the Knowledge-To-Go Series and watch the video on KnowledgeConnex Speaker Bureau.

2018 1099 Tax Reporting

If we provide e-commerce services for your association, your association’s copy of the 2018 1099 tax form has been uploaded to your association’s Dropbox account.

To access DropBox, please visit https://www.dropbox.com/login

An email was sent to you on 1.31.19 with your DropBox login email address.

If you are having problems accessing your Dropbox account, please email us at support@knowledgeconnex.com

We appreciate your partnership and for all that you do.

Regards,

Mark Koppelmann, MBA, CFP ®
Chief Financial Officer
KnowledgeConnex
……………………………….

601 N. Belair Square
Suite 28
Evans, GA 30809
Phone/Fax:  888.391.0977
Email:  mkoppelmann@knowledgeconnex.com
Website:  www.knowledgeconnex.com

Speaker Bureau – New Training Video Available

Learn more about the KnowledgeConnex Speaker Bureau! A new quick video tutorial is now available.  The video will review how the user will complete the speaker bureau form and how you can search the speaker bureau to help you find speakers for face-to-face...

2018 1099 Tax Reporting

If we provide e-commerce services for your association, your association’s copy of the 2018 1099 tax form has been uploaded to your association's Dropbox account.To access DropBox, please visit https://www.dropbox.com/loginAn email was sent to you on 1.31.19 with your...

Website Privacy Policy

In reviewing the content for your association website, we noticed that your site did not have a privacy policy.Therefore, we developed a privacy policy for your association.  The privacy policy can be found in the footer of your association website.Please...

2018 Year End e-Commerce Processing & 2018 1099 Reporting

To Association Leaders:As we enter a new year, I would like to highlight the year-end process for e-Commerce transactions occurring in the month of December along with details of the annual 1099 reporting.December e-Commerce Transactions – As a reminder, e-Commerce...

Board Election Process

For those CSAs who will be using KnowledgeConnex for your online board election process, just wanted to remind you of the board election workflow process. Step #1: Online Election Set-Up Form You will complete the online board election set-up form.  This kicks off the...

ALERT – Wire Transfer Phishing Scam

Association treasurers have received suspicious emails requesting funds to be transferred via wire. The email is sent to the treasurer and utilized what appeared to be the president's email address. Here is an actual email received by a treasurer claiming to be from...

Website Privacy Policy

In reviewing the content for your association website, we noticed that your site did not have a privacy policy.

Therefore, we developed a privacy policy for your association.  The privacy policy can be found in the footer of your association website.

Please review this privacy policy at your earliest convenience and let us know of revisions that you would like to make. 

To make a request for a revision, please click here to complete the online website update form. The link to this online form can also be found on your board admin area.

As always, thank you for all that you do!

Andrea Koppelmann, MS, RHIA
CEO, KnowledgeConnex

Board Election Process

For those CSAs who will be using KnowledgeConnex for your online board election process, just wanted to remind you of the board election workflow process. Step #1: Online Election Set-Up Form You will complete the online board election set-up form.  This kicks off the...

2018 Year End e-Commerce Processing & 2018 1099 Reporting

To Association Leaders:

As we enter a new year, I would like to highlight the year-end process for e-Commerce transactions occurring in the month of December along with details of the annual 1099 reporting.

  • December e-Commerce Transactions – As a reminder, e-Commerce payments for the month of December are processed and paid during December and not in January. As a result, payments received up to the 26th of December, will be paid out to your association on or before December 31st.  Standard processing will resume on February 15th for all funds collected from December 27th – January 31st, less any credit card discount, administrative, and authorization fees due to KnowledgeConnex.
  • 1099 Tax Reporting – Your association’s copy of the 2018 1099 report will be uploaded to your association’s Dropbox account on or before January 31, 2019. You will receive an email once your report is posted online. If you currently do not have access or have problems accessing your Dropbox account, please email us at mkoppelmann@knowledgeconnex.com

We appreciate your partnership and look forward to assisting you in 2019.

Regards,

Mark Koppelmann, MBA, CFP ®
Chief Financial Officer
KnowledgeConnex

Board Election Process

For those CSAs who will be using KnowledgeConnex for your online board election process, just wanted to remind you of the board election workflow process. Step #1: Online Election Set-Up Form You will complete the online board election set-up form.  This kicks off the...

ALERT – Wire Transfer Phishing Scam

Association treasurers have received suspicious emails requesting funds to be transferred via wire. The email is sent to the treasurer and utilized what appeared to be the president’s email address.

Here is an actual email received by a treasurer claiming to be from the president:

Hello Barbara

Bank of American
Acct number:488045795808
RT:111000025
Address:6166 refound rd.Dallas 75231
name:marcus Steven
Amount…$4,250

Email me with a copy of the wire confirmation as soon as the payment is done.

I cant give you much details at the moment, I am in a conference, the payment need to be completed today, I will send you the invoice when am back home, let me know how soon you can get this sorted.

This activity is most commonly referred to as phishing. In the fraudulent email, there may be links to spoof websites or even spoof email addresses that imitate an association’s website. If you Google “email requesting wire transfer” you will see lots of postings on this subject.

The emails will often state that there is an urgent need for you to update your information immediately. Once obtained, your personal information can be used to steal money or transfer stolen money into another account.

The fraudsters will often find your information from the board roster on the website to help authenticate their request for information.

Use caution if you receive an email expressing an urgent need for you to update your information, activate your online banking account, transfer money or verify your identity by clicking on a link. These emails may be part of a phishing scam conducted to capture your confidential account information and commit fraud.

While technical controls have been implemented to help minimize this from happening, the best prevention is board member education and association policies and procedures regarding the disbursement of funds.  The association may also want to consider removing the email addresses listed on the website board roster or at least removing the email address of the treasurer from the association website.

Board Election Process

For those CSAs who will be using KnowledgeConnex for your online board election process, just wanted to remind you of the board election workflow process. Step #1: Online Election Set-Up Form You will complete the online board election set-up form.  This kicks off the...