Welcome to CFMA’s Chapter Presidents’ Orientation April 9, 2019

Introductions

More Than 8,600 Members Strong! 8,600 CFMA members Largest membership in CFMA’s history 98 chapters in the US and Canada

CFMA’s Strategic Plan

Strategic vs. Operational Boards

Strategic Planning When is the last time your chapter held a strategic planning session? Did you know that CFMA offers FREE chapter strategic planning sessions? Facilitated by experienced CFMA HQ staff to help guide decision making and planning Customized agenda

Chapter Bylaws Does everyone on your board have a copy of your bylaws? Review bylaws once a year Are you operating as stated in your bylaws? Terms of office Nominations/elections Size of board General/Associate ratio of board members Re-write your bylaws Include date

Chapter Committees Each chapter should have at least a Program Committee and a Membership Committee Committee structure Chair could be on the board Committee members should not be board members Board should not be doing the committee work Sample committee descriptions are available

Succession Does your chapter have a succession plan? Does your chapter have a handoff policy to the next Chapter President? Documented procedures Document sharing (Dropbox, OneDrive)

Chapter Benchmarking Annual online submission Excel worksheet available to track information 5 tiers based upon chapter size Chapter of the Year Awards given at CFMA’s Annual Conference & Exhibition Benchmarking data shared with all chapters

Chapter Benchmarking and Awards

Support Training And Resources for your chapter STAR Program STAR Program Support Training And Resources for your chapter

STAR Program $3,000 annual chapter subsidy Funds in reserve for 3 years To be eligible for STAR Program funds a chapter must submit: Annual Chapter Affiliation Agreement Signed agreement Balance sheet Proof of latest tax filing Chapter Benchmarking Data

STAR Program During the 2019-20 fiscal year, the $3,000 STAR Program funds may be used for the following: Chapter Administrative Services expenses Chapter Marketing expenses (tradeshow expenses, brochures, ads, promotional materials, etc.) Chapter Educational session expenses (instructor, facility, workbooks, etc.) – includes Suicide Prevention summits An educational session outside of a regular chapter meeting offering more CPE than a chapter meeting and longer in length than a chapter meeting CFMA Speaker Program and CFMA Education Programs Chapter Strategic Planning expenses (facilitator, facility, food & beverage, etc.)

Resources for Hiring a Chapter Administrator Available on the STAR Program page Sample list of job duties Sample RFP Sample contract

STAR Program

Construction Industry Alliance for Suicide Prevention

Suicide Prevention Visit preventconstructionsuicide.com for event information, resources and more Chapter Suicide Prevention Summits are eligible for STAR Program reimbursement

Suicide Prevention

CFMA Chapter Classroom Courses (Price per attendee – STAR Program Eligible)

Future Classroom Course Offering (Free to Chapters) Suicide Prevention Integration Training Part 1: Awareness Part 2: Action Starting in July, this FREE 2-part program will be available to present according to your Chapter’s needs, one or both 2-hour modules

Chapter Classroom Courses It is easier than ever to offer your Chapter members one of 14 Education courses from CFMA. CFMA provides: detailed instructor material available with slides, spreadsheets, and talking points in digital format; workbooks (need 2-3 weeks to order and ship); flyers and e-blast promotion to Chapters and surrounding areas; electronic access to CPE credits and evaluations; great opportunity to build your membership, network, and refresh your professional skills

CFMA Speaker Program Anirban Basu Economic Updates Customized Per Region & Industry Classification James Benham Construction Technology How Drones, Sensors & Integrated Apps are Rewriting All the Rules Who Are Your Allies? The Big Cloud, Local Data Threats and Managing Risk Charlie Kimmel Recruitment & Retention Employee Recruitment & Retention – A Unique Perspective Sally Spencer-Thomas Mental Health & Suicide Prevention Mental Health Promotion & Suicide Prevention: Breaking the Silence & Create a Caring Culture Four of the industry’s top speakers are ready to present at chapter events and Regional Conferences and, through CFMA, these Speaker Program services are offered at a discount. (STAR Program Fund Eligible)

Chapter CPE Credit Assistance Electronic CPE Credit Delivery For Local Chapter Programs Services Provided: Review of All NASBA Requirements Instructional CPE Credit E-mail to All Attendees the Day of Your Event! Online Session Setup and Evaluations Online Repository for Electronic CPE Certificates

Chapter Social Learning Recorded Webinars Available for Chapter Programming Present one of CFMA’s Monthly Webinars at your chapter and include an hour of Social Learning. Benefits: FREE to Chapters & Easy to Setup Includes Top Level Speakers Eligible for CPE Credits Optional Social Learning Experience Popular Webinars to Consider 2019 Economic Outlook Davis Bacon Ins & Outs – Prevailing Wage Compliance Fraud & Embezzlement: Lessons from the Trenches

CFMA presents The CFM Challenge (This new Learning Game is STAR Program Eligible!)

Chapter Connection Program Each chapter is paired with 2 members of CFMA’s Executive Committee and other chapter leaders Quarterly group calls An officer from each chapter should attend each call Share concerns, challenges, and successes Communication of important events, resources, and ideas First call in May

Chapter Summit Saturday, June 1 from 8:00am-2:00pm Each chapter should attend 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 at Spring Creek Each chapter can send an officer FREE of charge! No cost for registration Travel expenses will be reimbursed (roundtrip coach airfare, airport parking, transportation to/from airport) October 12-15 or October 16-19 CIVANA Carefree in Carefree, AZ

Membership Renewal & Recruitment Chapter dues collected by CFMA HQ Renewals CFMA HQ efforts The chapter’s role Recruitment Marketing collateral available from HQ Prospect list

Chapter Membership List Go to CFMA.org and login Click ‘Update my Account’ Choose ‘Admin Tools’ from the menu

Chapter Membership List

Member Discount Programs

Comdata Affinity Program Revenue for your chapter Be sure chapter members whose companies use Comdata let them know they are a member of your chapter. Chapter speaker on electronic payment processing

Chapter Websites If someone went to your website would they know your chapter is active? Is your homepage up to date? Are upcoming events listed? Events will also appear on CFMA’s homepage Is your officer listing current? This is not automatically updated by CFMA Are you directing members and potential members to your website? An updated website will not only allow you to reach more people, but also capture their attention. An updated website will increase your membership.

Chapter Websites Events are listed. Personalized Carousel. Showcase section. Officers Bio CFMA Video: What it means to be a CFMA member Chapter Discussions

Chapter Websites Events are listed. Personalized Carousel. Showcase section. Officers Bio CFMA Video: What it means to be a CFMA member Chapter Discussions

Chapter Websites Let CFMA HQ know who your chapter’s website administrators should be, your website administrators should: Add and manage chapter events Ensure a PayPal account is set up if the chapter will accept online payments. Make necessary updates. CFMA staff can help with challenging updates Website training can be provided if needed Website admin FAQ

Social Media Marketing your chapter Toolkit Upcoming webinar on Social Media for Your Chapter

Chapter Showcases Chapter event to be shared at CFMA’s Annual Conference & Exhibition in June Submissions were due on March 31 12-20 Photos Write-up of the event Each Showcase will be about 90 seconds Share via Dropbox – cwasner@cfma.org

CFMA Principal Partner Resources Welcome Letters from Viewpoint Construction Software and BKD CPAs and Advisors, LLP Sample speaking topics: Enterprise risk for contractors Succession and exit planning for business owners Selecting the right ERP system Cybersecurity in industry

Regional Conference Support Regional Conference Support from CFMA’s Principal Partners $3,000 in support from Viewpoint and $3,000 in support from BKD Chapter Summit E-blasts to all members in the area Graphic design support

CFMA Logo Usage Logo usage guidelines

Promoting Certification Chapter Champion Study group CCIFP Overview course

CFMA Store Collection of CFMA logo items Apparel Bags & Coolers Drinkware Golf Items Office Items Table Covers/Runners Additional items can be ordered either through the CFMA vendor or a local vendor. Items with the CFMA logo can be used as chapter marketing and are eligible for STAR Program reimbursement www.proforma.com/cfma

Resources for your Chapter Chapter toolkit with general CFMA information and best practices Sample meeting topics E-blasts to surrounding chapters CFMA Headquarters facilitated strategic planning sessions Graphics services for meeting notices and flyers

CFMA Officer/Staff Visits to Chapters Strategic planning Meet with your board Speaker for your chapter meeting Celebrate a milestone anniversary Attend a special event

How can CFMA Help Your Chapter? Strategic planning Surveys Marketing material Copies of CFMA Building Profits E-blasts to surrounding chapters Meeting topics

Final thoughts from the Chairman Michelle D. Eastman, CCIFP

Questions? Use the chat feature and we’ll answer them promptly in the order in which they were received.

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.