Webinar summary for BNI Tech Talks (03/06/2026)
Quick recap
Jeremy Walsh, Director of Support at BNI, hosted a webinar to discuss online tracking and referral submission processes in BNI Connect. He covered how to enter slips through both the mobile app and website, explained the different types of referrals (Tier 1, 2, and 3), and demonstrated how to track referrals and update their statuses. Jeremy also addressed questions about CEU reporting, cross-chapter referrals, and the POMS report submission process. The webinar was recorded and will be available on the support site and BNI Academy for future reference.
Summary
BNI Tech Talk Webinar Introduction
Jeremy welcomed participants to a BNI Tech Talk webinar, introducing himself as the Director of Support and highlighting his 24-year history with BNI. He introduced his global support team, which operates 24/7 across 75 countries and 25 languages, and discussed the recent launch of BNI Academy. Jeremy emphasized the importance of maintaining a positive attitude towards traditions and innovations, noting that BNI Academy was released just two weeks prior and still had some development work to be done. He concluded by providing housekeeping information about the webinar series, including that it would be recorded and uploaded to BNI Academy, and reminded participants to use the Q&A chat function for questions.
BNI Connect Referral Training
Jeremy led a training session on BNI Connect, covering referral entry methods and reporting processes. He explained that referrals can be entered through the mobile app or online at BNIConnectglobal.com, with three entry points in the mobile app. Jeremy emphasized the importance of entering referrals online before meetings and outlined the cutoff time for weekly POMS reports, which is 8.31 AM on the day of the meeting. He also discussed how credits appear in POMS reports and explained that VP duties include submitting attendance data, which updates all statistics and reports in the system.
BNI Connect System Training Overview
Jeremy led a comprehensive walkthrough of BNI Connect, demonstrating how to submit various slips such as one-to-ones, referrals, and thank you for closed business through both the website and mobile app. He explained the different types of referrals (Tier 1, 2, and 3) and how to track and update referral statuses. Jeremy also covered how to submit CEUs and the importance of timing when submitting POMS reports. The session concluded with Jeremy answering numerous questions from attendees about BNI Connect functionality and best practices.
Comments
2 comments
This should be shown in every chapter with new members during education slot or my mentors to. New Members for their clarity.
Sunil Jaiswal
9831182220
CBD(A) North,Sparkz chapter Kolkata, India
Good
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