How To Manage Your Account

One way for you to get the most from your CCBN membership is to market your company via your online company profile page. Start by making sure your company member profile is up-to-date. Our new association management software includes a Member Compass, your online member portal that allows you to manage your membership information conveniently and efficiently. Updating your profile ensures your ability to stay in good standing with the association and maintain access to member benefits including exclusive sponsorship opportunities, advocacy, member events, and classes.

Membership in the CCBN provides community bankers and industry-related organizations with valuable resources aimed at fostering connectivity and achieving success in the marketplace. Being a part of CCBN ensures that every individual within your institution can avail themselves of training, educational materials, and a supportive network of peers, enabling professional growth in a dynamic and rapidly evolving landscape. Additionally, members enjoy exclusive access to networking events and can take advantage of discounts on products, services, and our distinctive offerings.

Once logged into the website, you will be redirected to your Member Compass. From there, you will see a great deal of information about you and your company. Along with information about your current membership status, you’ll also see several tabs to the left. You may see dynamic information boxes that show the current number of upcoming events you’re registered for, or a box displaying how many outstanding invoices you have. (Note: if you are not registered for any upcoming events or do not have outstanding invoices, that corresponding information will not display.) You'll also be able to view our most recently published CCBN News/Resources articles.

Access Levels:  

Any Logged in user can see their Dashboard, which includes their membership status, personal profile information, event registrations (current and past), plus any orders and transactional history. You may see company information if your account is granted certain access permissions.  

If you are the Primary Contact, Billing Contact, or have been granted Management Access for your Company, you will be able to update Company information, including adding staff, such as contact information and custom fields. Contact CCBN for assistance if your Company Name needs to be updated.    

Member Compass Sections:

Dashboard
This serves as the homepage for your Member Compass. You can click this at any time to get back to the main screen. 

Pay Balance and Account History
To pay open invoices select the Pay Balance tab. To view past transactions or print an invoice, go to the Account History tab. Instead of contacting CCBN staff for payment processing or invoice forwarding, you can conveniently manage these tasks here.

My Events
At the top of this tab are any upcoming events you are currently registered for. Next to each event is a link that will allow you to add the invite to your calendar (iCal, Google, Outlook, and others). Below that section past events will be listed (if applicable).

My Orders
If you've purchased any products from the store, those orders will be shown in this section.

Profile
Upload your headshots, links to social media profiles, and any other information you’d like to share with other CCBN members here. When you update your profile information within the Member Compass, that will update what appears on your individual directory listing (if applicable).  

Login & Password
Need to update your password? Easily update your login credentials here. 

Payment Method
Add or edit your saved payment methods here (optional).

Company & People
Those with proper permissions can update the company’s online profile and staff list. We encourage you to upload logos, headshots, links to social media profiles, and any other information you’d like to share with other CCBN members. Updates made here are reflected in the member directory (when applicable).

Frequently Asked Member Questions:

How can I get the most out of my membership?
First and foremost, be sure to log in to the website to ensure you have access to your full member benefits. Need to create an account? Visit this article to find out how.

How do I view and pay my invoices?  
In the Member Compass, you will see two tabs for your transactions - Pay Balance and Account History. The Pay Balance tab will display open invoices and provide the option to pay your open invoices by card. Account History shows transactions that have been billed to you. View and print transactions from this tab. If you are designated as a Primary Contact, Billing Contact, or have management access, you can also see transactions billed to the company and other related contacts.

How can I tell if I registered for an event?  
Can’t remember if you signed up for the next seminar? View your registrations for upcoming events in the Member Compass (click on your name in the upper right corner). The My Events tab will show events you are currently registered for, plus events you’ve previously attended.

How do I join the California Community Banking Network?
Learn more about membership with CCBN here.

Where can I read the latest updates from CCBN?
Read the latest news updates on our blog page.