National Board's �Partner Portal 

Financial Reports

INTRODUCTIONS

Caitlin Wilson�Senior Manager, Products and Services

Melissa Mays�Director, Project Management

Dina Jaff�Pearson, Senior Product Business Analyst

WEBINAR LOGISTICS

Chat  

Use for comments, ideas, resources sharing.

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Q & A 

Use for questions for the presenter(s) and panelist(s).

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Attendees’ audio is muted and video is off.

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Follow-up email will include link to recording and the slide deck.

AGENDA

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1. Important Partner Portal Dates
2. Demo
1. Financial Reports
3. Questions

PARTNER PORTAL

• What is the Partner Portal?
• A new system enabling National Board Partners, third-party organizations that support candidates, to fund and track candidates through the National Board certification process in real-time.
• What can I expect to use Partner Portal for?
• Visibility into candidate history and funding use
• Adding funding to your Third-Party Payer account
• Designating funds to your candidates
• Viewing financial reports
• Viewing completer reports (available later)

DEMO

IMPORTANT QUESTIONS

• How do I access the Partner Portal?
• https://nbptspartnerportal.pearson.com/ 
• How do I receive support?
• Please call us at 877-370-1524 or submit your question using this webform.
• I'm not currently receiving Partner Portal emails. Can I join the mailing list?
• Anyone can join using this link.
• Will NBConnect be available this year?
• Yes, NBConnect will be available during the 2024-2025 school year. At some point, we will sunset it. You will receive email communications before this happens.
• Where can I provide feedback on the Partner Portal?
• Please complete this survey.
• Where can I access previous recordings on Partner Portal trainings?
• You can access them here.

QUESTIONS 

THANK YOU!