A warm welcome to you and the rest of the team at Smith + Howard, and congratulations on your PrimeGlobal membership!
To make your journey as smooth as possible, we have created this onboarding hub to guide you through the onboarding process. We are here to support you throughout your onboarding, and we will be able to assist you with any questions you may have about the process, your membership, and about PrimeGlobal. We will also be in touch at the end of your onboarding to check in and to make sure you're all set to get the most out of your membership.
If you need anything or have any questions, please don't hesitate to contact us at communications@primeglobal.net.
Best wishes,
The PrimeGlobal Team
The Onboarding Process
The onboarding process includes four steps designed to swiftly integrate your firm into the PrimeGlobal family. All steps need to be completed as soon as possible and we suggest you aim to complete the process within one month of your official start date.
Complete Onboarding Form
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Complete Onboarding Form
Please contact the communications team with any questions.
Please complete the onboarding form to ensure we have all the details we need to build your dedicated firm page and accurately promote your skills to your fellow members and external visitors. This is your opportunity to tell us what makes your firm special, to describe your unique skills and specialities and highlight the value you will bring to PrimeGlobal and the members of the association. You will also be asked for a quote which will be used in the official press release. This will be posted on our website, social media and shared with trade press. Make sure you tell us your thoughts on your new membership, how you believe it will benefit your firm and also why the addition of your firm to the association will be a benefit for other members. Completing the onboarding form is required to activate your firm page and ensure it is shown in our member directory.
Complete the onboarding form HERE>
Maximise Your Membership Webinar
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Maximise Your Membership Webinar
Please contact the communications team with any questions.
The Maximise Your Membership webinar will provide you with an orientation of our tools and resources that are now available to you as a member. You will be able to ask real-time questions while getting to know your PrimeGlobal team. The webinar is hosted remotely via Zoom and will run for an hour. Once your requested date and time has been confirmed you will recieve a calendar invite with a Zoom link to share with your team. We encourage attendance from all employees to ensure your firm is able to get the most out of your membership.
Book the "Maximise Your Membership" webinar HERE>
Onboard Your Staff
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Onboard Your Staff
Please contact the communications team with any questions.
My PrimeGlobal is an exclusive member-only platform for ALL professionals from PrimeGlobal firms. The platform offers customized access to knowledge sharing through Communities of Practice (COPs), expertise-focused firm and people directories, events, insights, and learning opportunities.
Please share My PrimeGlobal widely with professionals working in your firm, by sharing this LINK>
It is a great opportunity for those, who may not be able to come to conferences, to network, learn and grow. It is also a great opportunity to provide new value to your teams as part of your existing membership. We strongly recommend that you and your staff populate your user profile as fully as possible. Your My PrimeGlobal profile is your PrimeGlobal business card! The more information you share the easier it will be for others to find you and connect with you regarding business opportunities and knowledge sharing.
To access My PrimeGlobal user guide click HERE>
Member Documents and PR
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Member Documents and PR
Please contact the communications team with any questions.
PrimeGlobal will announce your membership on our website, social channels and through a press release sent to trade press. We encourage you to do the same, both externally and internally.
Click below to access Logo Downloads, Brochure Downloads, PrimeGlobal Bylaws, Communications & New Member Documents, Competing for Business Presentation, Member Guidance Document, including a sample press release and internal announcement template HERE>
Member Guidance Document
The Member Guidance Document outlines strategies for firms to
maximize their engagement and benefits within the association,
emphasizing active participation in events, leveraging online platforms
like My PrimeGlobal for knowledge sharing, collaborative initiatives
with other member firms, thought leadership contributions, client
referrals, and maintaining professionalism and integrity as outlined in
the Best Practices & Code of Conduct. By adhering to these
guidelines and actively participating in PrimeGlobal's offerings, member
firms can optimize networking opportunities, gain new business,
establish expertise, and contribute to their firm's growth within this
esteemed community of professionals.
Meet Your Team
Each region has a dedicated team to assist you with various aspects of your PrimeGlobal membership. Below are the most useful contacts for the North America region, with each staff member's area of expertise listed to ensure you know the best person to contact with your query. You can also get in touch via the chat button in the bottom right corner and we'll help direct you to the right person. You can view the full PrimeGlobal team on our staff page HERE>
Jenn Walker
Executive Director - Americas
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Jenn Walker
Executive Director - Americas
Email: jwalker@primeglobal.net
Phone: (352) 682-5416
Gainesville, FL, United States
Jenn leads all Americas' management efforts to efficiently and effectively enable members to maximize the value they receive from PrimeGlobal. She works collaboratively with the Executive Management Team and Board of Directors to successfully lead global efforts.
Onboarding Support
Onboarding & Firm Page Queries
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Onboarding Support
The Officer's main responsibilities include member service and support, firm quality control, communications, database maintenance and compliance related processes. She provides administrative, logistics, communications and quality control support to PrimeGlobal members in all four regions.
Joanne Jackson
Financial Controller
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Joanne Jackson
Financial Controller
Email: jjackson@primeglobal.net
Phone: +44 07938 662871
London, United Kingdom
Anne is the key finance contact for the North America region, handling dues payment and invoice queries.
Heidi Brundage
Director – Member Services
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Heidi Brundage
Director of Member Services
Email: hbrundage@primeglobal.net
Phone: +1 (919) 699-4638
Cary, NC, United States
Heidi manages Special Interest Groups and she is in charge of sharing best practices globally to enhance Special Interest Groups impact for all global members and to identify international opportunities for sharing best practice.
Courtney Piette
Alliance Partner Queries
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Courtney Piette
Strategic Partnership Manager
Email: cpiette@primeglobal.net
Phone: (920) 382-5683
WI, United States
Courtney leads the North American Alliance Partnership Program and supports global alliance partnership programs by providing advice and sharing best practice and global opportunities. Additionally, she manages Marketing Directors Groups, as well as program content and engagement initiatives.
Bridget Sivewright
Training and Development Manager
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Bridget Sivewright
Training and Development Manager
Email: bsivewright@primeglobal.net
Phone: +1 770-361-8190
Charlotte, NC, United States
Bridget’s main responsibilities include coordinating the leadership and training programs offered by PrimeGlobal, hosting the annual Women's Leadership Summit, leading various Communities of Practice (COPs) & coordinating global COP strategy, and delivering CPE for North American members. Bridget joined PrimeGlobal in April 2022.
My PrimeGlobal User Guide
My PrimeGlobal is an exclusive member-only platform for all professionals from PrimeGlobal firms. This exciting new development offers customized access to knowledge sharing through Communities of Practice (COPs), expertise-focused firm and people directories, events, insights, and learning opportunities.
My PrimeGlobal is your gateway to the world of innovation, collaboration, and knowledge sharing with your PrimeGlobal peers. Here, we will explain some of the features and benefits of the platform which makes it more interactive, more personal, and more about YOU.
If there is a topic you would like to know more about that we haven’t covered in this guide, don’t hesitate to get in touch at myprimeglobal@primeglobal.net for more information and support.