IIBA CINCINNATI CHAPTER 2015 Annual General Meeting

2 State of the Chapter Chapter Growth and Maturity Growing membership and attendance Increasing number of volunteers involved in Chapter operations Stable board of directors Able to provide value to members, attendees and community through programs, SOBARC, Certification classes Financially sound BA Community Chapter meetings and networking SOBARC – high attendance, networking, camaraderie Social Media Presentation Title

3 Professional Development Chapter Meetings 4 meetings with speakers since August 2 panel sessions SOBARC Evaluations (1-9 scale) Bob Prentiss – 8.3 Rich Larson – 7.48 Overall Rating – 7.72 Presentation Title

4 Certification Certified Business Analysis Professionals (CBAP®) Rachana Agarwal Michele O’Reilly Amanda Hampton Kelly Fisher Alex Schick Chapter has 12 or more CBAP®s. Approaching 10% of members. Presentation Title

5 Membership Presentation Title

6 Sponsorship 2014 Sponsors 4 annual sponsors (1 premier, 3 patron) 1 in-kind sponsor 4 monthly meeting sponsors Total sponsorship income - $5, Sponsors (added professional level) 7 annual sponsors (1 premier, 3 patron, 3 professional) SOBARC Sponsors 7 sponsors (3 patron, 3 professional, 1 in-kind) Total sponsorship income - $12,575 Presentation Title

7 Marketing/Communications Social Media Presentation Title

8 Finances Presentation Title FISCAL YEAR 1/1/ /13/2014 Gross Receipts/Income Member Dues/Meeting Fees - Members & Non Members 2, Chapter Sponsorship Fees (exclude in-kind donations) 5, Refunds - various TOTAL RECEIPTS/INCOME 8, Expenditures/Expenses Chapter Operations1, Legal services for incorporation 6, CBAP Training/Program Material Marketing 1, Programs5, SOBARC Event Expenses1, TOTAL EXPENDITURES/EXPENSES 17, NET PROFIT/(LOSS) FOR , ACCOUNT BALANCE Year End 2012$21,500 Year End 2013$45,100 Year End 2014$36,600 Year to Date 2015$39,500

9 Community Outreach Ambassador Program 3 IIBA/Chapter Benefits presentations Great American, Ameritas, Luxottica/Eyemed 1 BA Panel Discussion Cintas IIBA Global Tour with Alain Arseneault Great American, Center for Business Analytics Western Southern Financial Northern Kentucky University BA Center of Excellence Round Table Presentation Title

10 Attendance 272 Attendees from > 21 companies 23 Speakers 11 Sponsors/Vendors Volunteers > 22 people came to the Volunteer Kickoff 14 volunteers worked at the event Volunteers worked on Program, Venue, Logistics, Marketing/Communication committees Presentation Title

11 Evaluations (1-9 scale) Bob Prentiss – 8.3 Rich Larson – 7.48 Overall Rating – 7.72 Facility – 7.87 Presentation Title

12 BOARD OF DIRECTORS

13 Current Board Presentation Title

14 Departing Board Members VP Finance – Amber Johnson VP Marketing/Communications – Kris Schroeder, CBAP® VP Sponsorship – Dave McFarland, CBAP® VP Administration – Andy Burns Presentation Title

15 Election Results President – Marge Kirkpatrick, CBAP® VP Finance – Amanda Bennett VP Marketing/Communications – Mouhamed Ndoye VP Sponsorship – Michele O’Reilly, CBAP® Bylaw Changed - Approved Presentation Title

Board of Directors Presentation Title President – Marge Kirkpatrick, CBAP® (2017) VP Programs – Guy Hemmer (2016) VP Certification – Mary Kania (2016) VP Membership – Ed Barkley (2016) VP Sponsorship – Michele O’Reilly, CBAP® (2017) VP Finance – Amanda Bennett (2017) VP Marketing/Communications – Mouhamed Ndoye (2017) VP Administration – Karen Said (2016) Director at Large – Josh Maxwell (2016) Director at Large – Rachana Agarwal, CBAP® (2016)

17 Where do we go from here?

18 Planning for Chapter Meetings Locations Food and Drinks Format Programs Membership Community Outreach Businesses Professional Associations University and College students Presentation Title