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MBMentors Volunteer Member Agreements

New Member Commitment Agreement

We are excited you have decided to join MBMentors. We are a very active organization that expects members’ enthusiastic participation in as many of the events and services we provide as possible. A critical aspect of becoming a member is your written commitment as outlined below.


You understand in consideration for being admitted as a New Member in MBMentors you have a duty to MBMentors to work in the best interest of the organization and to put forth your best individual effort to:

  • Positively respond to occasional requests made of you to take on special assignments for the organization.

  • Actively participate in helping to develop resources for the organization and clients.

  • Stay informed about what is going on in the organization.

  • Actively voice your opinion and concerns about decisions made in the organization.

  • Externally represent the organization in a positive and supportive manner.

  • Strictly maintain the confidentiality of all privileged and sensitive information. You will not share any proprietary client information without written authorization. 

In turn you can expect MBM to always be responsible to you in the following ways:

  • Always include you as a vital participant in the organization.

  • Provide you the opportunities to discuss organizational issues.

  • Upon request, provide you with financial reports and analysis concerning the organization.

I understand and agree to the above terms and conditions.

MBMentors Code of Ethics and Conduct Guidelines

The MBMentors Code of Ethics & Conduct Guideline is an important part of your Volunteering in MBMentors to help ensure the work we do is of the highest quality and standard. That is why each volunteer is required to reaffirm his or her commitment to uphold these ethics annually.

Overall, what do these ethics mean? In a nutshell, it is expected that MBMentors volunteers have specifically joined MBMentors to “give back” and not to gain personal benefit. Therefore, to prevent any issues concerning conflict of interest or ethics dilemmas, MBMentors volunteers should exercise care to avoid any gain, profit or the appearance of impropriety that results from their affiliation with MBMentors.

Below are some rules of thumb to confirm that a volunteer is respecting the Code of Ethics.

  • MBMentors volunteers may not solicit or otherwise engage in business with MBMentors clients. This extends to any business where a MBMentors volunteer (or any person living in the same house as the MBMentors volunteer) has an active role in the day-to-day functions of the business or where the household has a controlling interest in the business. Furthermore, MBMentors volunteers should not provide their clients with either references or recommendations to utilize the business services in which other MBMentors volunteers or their households are financially involved.

  • An MBMentors volunteer who speaks at a workshop or presentation (regardless of the topic) may leave business cards or materials promoting a business venture in which he or she may be financially involved. However, the MBMentors volunteer’s discussion at the workshop should be directed to the topic area at hand and should not discuss the MBMentors volunteer’s personal business outside of MBMentors.

  • Where speakers from private business are involved (non-MBMentors volunteers), the MBMentors volunteer arranging for the speaker should ask the speaker in advance not to “sell” his or her service or product at the workshop (he or she can certainly talk about the business, products, and experiences in the context of providing the workshop/presentation subject matter, as well as leave business cards). MBMentors introduction at the workshop should strive to clarify that.

  • MBMentors is not allowed to endorse any business represented at a workshop or presentation. Workshop/presentation speakers should be regularly reviewed by MBMentors to monitor that good ethical standards are followed. This may include previewing presentation materials.

  • MBMentors volunteers may not accept any gift valued at more than $25 from a client, vendor, or other third parties. 

Violation of the MBM Code of Ethics will cause the immediate dismissal of the volunteer and possible legal action.

If you have questions about an ethical dilemma, first read the following Q&A section. If you still have questions, contact the Executive Director.

I understand and agree to the above terms and conditions.

Member Confidentiality Agreement

All volunteer members agree to abide by the following confidentiality standards:

 

Non-Disclosure

Confidential issues and information shared by MBMentors clients are not to be discussed with or revealed to any other person or organization without the prior permission of all parties involved. This includes but is not limited to issues and information shared: in group meetings and one-to-one discussions.

 

Contacting Others

Issues raised by MBMentors clients are often confidential and are not common knowledge. When contacting a client about such an issue, please use the utmost circumspection. Use care when talking with, texting, or e-mailing other volunteer members that may be viewed by other parties. Use discretion when leaving voicemail messages in general voicemail boxes.        

 

Usernames and Passwords

Access to MBMentors sites and the information contained there-in is always to be protected and volunteers must take all necessary safeguards to secure their personal username and password information. Do not share your password with anyone else, if you believe your password may have been lost or stolen, please contact the Executive Director to change it for you.

 

Solicitation

All volunteers agree not to:

  • Recommend goods or services from sources in which he/she has an interest.

  • Accept fees or commissions developing from this mentoring relationship.

All MBMentors volunteers agree the directories and e-mail addresses contained within MBMentors sites and databases will not and cannot be used for solicitation of business by any volunteer. This information may not be used to compile marketing or contact lists of any kind. Doing so will cause the immediate dismissal of the volunteer and possible legal action.

 

Competition and Hiring

All volunteers of MBMentors agree not to use any non-public information posted on our sites or shared within MBMentors to directly or indirectly, either individually or with others, compete with; solicit clients, employees, or business away from; or otherwise cause economic loss to, any client.

Reminder

Despite best efforts to ensure confidentiality and security, no site can be guaranteed to be 100% secure 100% of the time. Use caution with all your Internet transmissions and transactions.

Although volunteers agree to hold in full confidentiality anything discussed in their group meetings and during one-to-one conversations, this agreement is not binding on third parties or in a court of law. Volunteers could be compelled to testify on matters discussed in meetings or MBMentors may be required to disclose information or materials pursuant to applicable laws, regulations, orders, subpoenas, or other processes of law.

Therefore, volunteers should generally exercise caution when discussing anything in a MBMentors setting that a client would not want disclosed in any legal proceeding.

I understand and agree to the above terms and conditions.

Non-discrimination Statement and Policy

MBMENTORS NON-DISCRIMINATION STATEMENT AND POLICY

MBMentors does not and shall not discriminate based on race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring, and firing of staff, selection of Volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all Volunteers of our staff, clients, Volunteers, subcontractors, vendors, and clients.


MBMentors is an equal opportunity employer. We will not discriminate and will take affirmative action measures to ensure against discrimination in employment, recruitment, advertisements for employment, compensation, termination, upgrading, promotions, and other conditions of employment against any employee or job applicant on the bases of race, color, gender, national origin, age, religion, creed, disability, veteran's status, sexual orientation, gender identity or gender expression.

DIVERSITY AND INCLUSION POLICY

Equal opportunity is integral to the recruitment and selection practices at MBMentors and we recognize the value of recruiting, selecting and promoting Volunteers with different backgrounds, knowledge, experiences, perspectives and beliefs. MBMentors engage in outreach efforts to minority, women, and other diverse organizations to create and foster diverse applicant pools.

I understand and agree to the above terms and conditions.

Workshop/Webinar/Presenter Guidelines

By presenting a workshop/webinar or presentation for MBMentors, you agree to the following: 

  • I will not promote, sell, or advertise any product or service during the workshop/webinar or presentation. 

  • The promotion of any political leanings or views is strictly prohibited. 

  • I agree to provide MBMentors with the title, description, presenter names and bios no later than 4 weeks prior to the event. This information is needed for registration and promotion of the event.

  • If asked, I agree to provide MBMentors with my final presentation slides and related materials prior to the workshop event date. Business logos are allowed.

  • I agree all additional resources will be strictly educational. You can ask participants to opt-in to your communications.

  • As per the MBMentors Code of Ethics, I agree I will not, under any circumstances, send unsolicited communications to MBMentors clients or Volunteers to promote my product/services.

  • As a workshop/webinar/presentation presenter for MBMentors, your business cards and brochures can be available at workshops/presentations you deliver.

  • I understand if any of these points are violated, the workshop/presentation may be cancelled, and I will not be invited to present additional programs. 

I understand and agree to the above terms and conditions.

MBMENTORS GUIDELINE FAQS

Question:

Can I use contacts made at MBMENTORS activities as a source of new clients for my own business or a business in my household?

Answer:

No. This is soliciting business.

Question:

My spouse owns an office supply store. Can I ask my clients to get their office supplies there?

Answer:

No. This is soliciting business.

Question:

I am a CPA. My client is having trouble finding an accountant. Can I offer my services?

Answer:

Not for hire. You may, however, help them pro-bono as a MBMENTORS mentor.

Question:

I see the Code of Ethics has a referral process to allow MBMENTORS Volunteers to accept private clients?

Answer:

The instance this refers to is when a client requests that MBMENTORS refer the client to an outside adviser. The reference list given to the client must contain at least three names, and the client must not know that one (and no more than one) of them is a MBMENTORS mentor. If this is to be used, be very careful to avoid the appearance of impropriety.

Question:

I came upon a situation that I am unsure about. What should I do?

Answer:

Contact the Executive Director to discuss the situation. If applicable in unusual circumstances, requesting a variance in writing is an option, but realize that the variance process is by design a detailed review.

Question:

I witnessed another mentor engaging in or talking about what appeared to be an ethical conflict. What should I do?

Answer:

The best approach is to gently remind them of the Code of Ethics. If you are uncomfortable, or did not receive a satisfactory outcome, inform the Executive Director, and let him or her handle the situation.

Question:

I was having dinner with my significant other and he/she mentioned getting a new client today. I recognized the name as an MBMentors client that another Volunteer is mentoring. What should I do?

Answer:

Alert the Executive Director and he or she will walk you through the situation.

Question:

The same question as previous, but the client is someone I am mentoring. What should I do?

Answer:

Inform the Executive Director and he or she will walk you through the situation.

Question:

My client is in a desperate situation that I am confident my business can solve, and I know of no one else that can. What do I do?

Answer:

If the Code of Ethics works towards the substantial detriment of the client, a variance can be requested.

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