Welcome to CFMA’s Chapter PresidentS’ Orientation April 10, 2014

Introductions

QUESTIONS? Use the chat feature and we’ll answer them At the end of the presentation in the order in which they were received.

Chapter President Checklist A convenient, month-by-month list of the items you need to know about Assists with planning at the Chapter level Education Conference Spring Creek Succession Plans Membership Renewal Chapter Affiliation Agreement – affirmation Chapter Websites

Strategic vs. Operational Boards

Support Training And Resources New Chapter Benefits STAR Program Support Training And Resources

STAR Program STAR Program = Support Training And Resources During the 2014-15 fiscal year, the $3,000 STAR Program funds may be used for the following: 1. Chapter Administrative Services 2. Spring Creek registration and/or Travel Expenses 3. CFMA National Speaker Program 4. CFMA National Education Programs 5. Chapter Strategic Planning

Continued Chapter Benefits Regional Conference Support from CFMA’s Principal Partner $3,000 in support from Viewpoint Regional Conference Speaker Subsidy Reimbursement $500 reimbursement per speaking engagement for one of five nationally approved speakers 10% Revenue Share for CFMA’s Weblive Offerings Chapters receive a 10% revenue share for each Member that attends a Weblive course

Strategic Planning CFMA Offers FREE Chapter Strategic Planning Sessions Facilitated by Experienced Staff and Volunteers to Help Guide Decision Making and Planning Sample Agenda Customizable to Suit Your Chapter’s Needs

Chapter Connection Program Connects You Directly with CFMA’s Leadership Share Concerns, Challenges, and Successes Communication of Important Events, Resources, and Ideas You Determine the Frequency of Communication that Works Best for You & Your Chapter May 16, 2014 – assignments finalized Chapter Connection Program Mixer, Monday, June 9th at 4:00p

Chapter Summit XII Saturday, June 7, 2014 from 7:30a-2:00p Unprecedented opportunity to meet your peers from Chapters across the country Hear from volunteers, just like you, facing similar challenges and how they are addressing them “Open Forum” time to discuss the topics that are most important to you in your role as a Chapter leader Meet and interact with the HQ Staff dedicated to serving your Chapter’s needs

CFMA Principal Partner Resources Welcome Letter from Viewpoint Construction Software List of non-product specific resources with the potential to assist you with: Planning technology education events Acquiring e-newsletter content Procuring other communications content Accessing digital content for your Chapter website

Membership Renewal & Recruitment Payments to Chapters Renewals CFMA HQ efforts The Chapter’s Role Recruitment Marketing collateral available from HQ Customizable “Top 5” benefits template for your Chapter

CFMA’s Strategic Plan MEMBER VALUE: CFMA will continually develop and deliver value to members and their companies. CHAPTER/HQ RELATIONSHIP: CFMA will enhance the member experience by strengthening the Chapter/Headquarters relationship. EDUCATION: CFMA will be the premier source of education for construction financial professionals. EXTERNAL RECOGNITION: CFMA will be the source of construction industry financial information and expertise.

FINAL THOUGHTS FROM THE CHAIRMAN

Question & Answer Section

THANK YOU FOR YOUR PARTICIPATION THANK YOU FOR YOUR PARTICIPATION! PLEASE CONTACT CATHY WASNER AT 609-945-2432 OR CWASNER@CFMA.ORG with questions or FOR MORE INFORMATION.