Webinar: Improving Your Exchange’s Financial Position (18 Dec 2026)

Fri, 18 Dec 2026 17:00:00 GMT

The world is changing rapidly, so how much should your exchange have in the bank?

Friday, December 18, Noon - 1:00 pm EST

Complimentary for BXNet Active Members via Zoom

Panel Discussion

Join us for the first session in our new quarterly webinar series. It’s designed as a roundtable rather than a lecture, so you’ll hear how other exchanges approach their finances and have a chance to share your own experience. Let’s learn from each other!

Do you have a reserve fund? Do you need one? Or maybe to put this a different way, how much should your exchange have in the bank?

If you do have some money set aside, we’ll talk about different ways to leverage that for maximum return -- CDs versus Money Market Savings Accounts versus Money in the Market versus Annuities. We’ll focus on creative ways to maximize return on whatever you can invest. If you have an investment policy statement, please send it to info@bx-net.org no later than 12/11. We will compile these and make them available to all participants.
Maybe you don’t have money set aside for emergencies, but you have some money earmarked for technology. Or an innovation fund? Does that make sense for your organization and how might it work?

And finally, we’ll look at key operating ratios. Should marketing be 1% of your budget or 5%? What about technology expense? What about salaries? We’ll have the results of the BXNet operating ratio survey fresh in hand and we’ll use that to inform our discussion.

Before the session:

Compete this short questionnaire about your exchange’s reserve practices. Responses are anonymous and shared only in aggregate, so the conversation can start with real benchmarks from our network. BXNet Member Survey: Key Operating Ratios – Fill out form
Please email your investment policy statement or any investment guidelines you have to info@bx-net.org.

The webinar link will be emailed to registrants before the session.

Questions? Contact info@bx-net.org.

This is the first session of BXNet’s quarterly webinar series. Upcoming topics include succession planning, accounting best practices, AI, and HR issues.

BXNet Plan Room Staff Training (formerly Reporter Training) (17 Feb 2027)

Wed, 17 Feb 2027 13:30:00 GMT

Plan Room Staff Training

(formerly titled Reporter Training)

FEBRUARY 17 - 18, 2027

Scottsdale, AZ, US

BXNet is offering a new and updated Plan Room Staff Training featuring a fourteen-part outline that includes robust notes with intensive content covering procurement examples and what reporters must know.

The fee of $495 for members and $1,200 for non-members includes two days split into sections with deliverables including trainer presentation (PowerPoint), trainer manual, and a participant handbook.

Training Location: Scottsdale, AZ

Hotel Room Block: Element SkySong, 1345 N. Scottsdale Rd., Scottsdale, AZ 85257, reservation link coming soon! Hotel is walking distance to the training location.

With special thanks to Brenda Romano, former President of BXNet, who originated Reporter Training allowing BXNet to update and continue this tradition.

What is included in your registration:

Breakfast and lunch will be provided on both training days.
Dinner will be arranged for the first evening (additional fee).
Binders with all training materials.
Twelve hours of In-person, hands-on-training.
Construction Information Technologists (CIT) Certification.

Roadmap - What will be taught:

Introduction & Industry Overview
Who Are the Players?
Project Types: Buildings vs. Non-Buildings
CSI Divisions & Scopes of Work
U.S. Procurement Types
Canadian Procurement Types
Lifecycle of a Public Project
Lifecycle of a Private Project
How We Do What We Do
Platform-Specific Tender Training
How Do Clients Search?
Post-Bid Reporting
Pre-Bid Reporting
Conclusions & Best Practices

View the Reporter Training Preview Presentation from the BXNet Convention

BXNet upcoming events

Webinar: Improving Your Exchange’s Financial Position (18 Dec 2026)

BXNet Plan Room Staff Training (formerly Reporter Training) (17 Feb 2027)