Thrive! Tips for Running a Successful Local Association Presented by Anne C. Ruddy, CCP © 2010 WorldatWork. All rights reserved.

For this Session Take off your HR hat Put on your association executive hat

Today’s Agenda Effective governance Financial viability Building and sustaining your association’s value Keeping out of trouble!

Effective Governance Good bylaws are not static and provide essential guidance Manageable board size and rotation Succession planning for officers Conflicts of interest Keep good records of important documents

Questions About Good Governance ?

Financial Viability Diversify revenue streams Pricing that reflects the value of membership Build and use reserves appropriately

Building and Sustaining your Association’s Value Know the audience you want to serve Assess needs through surveys and community feedback Evaluate individual program quality Be selective about your partners

Polling Questions: Have you identified the audience your association serves?  Yes  No How do you evaluate you target audiences’ needs and program relevance?  Add selections

Questions About Financial Viability ?

Keeping Out of Trouble Adhere to IRS requirements and filings for non-profits  EIN and tax exemption  Disqualified persons  UBI and taxes Respect copyrights and permissions

? Questions About Financial Reporting Objectives

Resources Local Network Leadership Matrix Non-Profit Risk Management Center Web Sites