The State of the Chapter: Creating Value for You and Your Firm

Membership Committee Net increase in membership in 2007 –May ’06 – 280 members –May ’07 – 304 members, 46 new members –May ’08 – 274 members, 26 new members 56 members not yet renewed for 2008 – and calling campaign to complete renewals and welcome new members Membership survey is out – please complete

Certifications Committee CTP courses / exams were in DFW 2007 Need minimum 16 CONFIRMED participants to schedule courses / exams in DFW area Boot Camp participation and new memberships in 2007 / 2008 suggest potential need for DFW schedule Interested CTP candidates contact Paul Ossa,

University Relations Committee Two TCU students entered Carl Marks Competition –Brad Bennett and Anna Kruhavets Expect to continue in-roads at TCU and UTD No planned programs during summer

Additional Committees to nurture growth –Young Professionals –Women’s Networking –Community Service Committees and committee members are listed on the web site under “About TMA”

Programs Committee Annual Boot Camp All Day Workshop Working to ensure programs qualify for CLE and / or CPE Experimented with 50 / 50 monthly meetings – programs vs. pure networking

All Day Restructuring Workshop September 10, 2008 Belo Mansion & The Pavilion at the Belo Mansion Bankruptcy panel discussions –Debtor Topics –Creditor Topics Panel on Funds / Lending Perspective Main Panel discussion on Credit Crunch

Public Relations Committee Working to get more DFW news and articles into both the local media and the Journal of Corporate Renewal Working with TMA to identify and train DFW media contacts for the TMA Working with other committees and webmaster to better publicize and promote TMA – DFW news and events.

Public Relations Committee Dallas Business Journal Insert fall of 2008 Insert articles will address: –Business Checkup Characteristics of well run companies Stages / signs of problem companies –Diagnoses and Treatments

Public Relations Committee Firms and individuals interested in purchasing advertising, or contributing to the insert please contact Andrew Pendleton or Bill Biermann

TMA – DFW Chapter Web Site TMA Web Site Changes Basic Layout of Site Navigation Tips New Search Engine within the Site Updating Your Profile to Benefit from New Search Engine Your Input to Help Drive the Site and Keep It Fresh and Relevant

TMA Web Site Changes TMA push to upgrade the website in 2008 Past articles are now available to public Past conference and event information available Enhanced search capability Changes to member profile format

Future Planned Changes Integration of the CTP site into TMA’s site Archiving of Webinar programs for later access and sale Online educational programs that would qualify for continuing education credits…. for CTPs and possibly other certifications and licenses From the TMA Leadership Letter by Arthur Perkins, TMA President Apr 9, 2008

Logging Onto the Site Need your user name and password Forgotten your info? Current members – contact Maribeth

Basic Layout of Web Site Right Margin –Upcoming TMA Event –Links to Keystone Sponsors’ Web Sites Center of Page –Letter from Leadership –Upcoming Events –Recent Articles –From the Newsroom

Basic Layout of Web Site Left Margin –TMA Logo is the “home” button –Links to TMA and Chapter home pages –What’s New –Menu buttons for: Newsletter Newsroom Publications

Basic Layout of Web Site Top Line Menu –About TMA –Business Assistance –Career Development

Navigation Tips TMA logo is the “Home” button Link to TMA and Chapter home pages below TMA logo Watch menu options in left margin as drill down into web site Chapter information sometimes at bottom of topic (FAQ’s, Related Industry Sites) Spelling and spacing counts in searches Change Password within your profile

New Search Engine within the Site Top line menu vs. Search line menu –“Membership” vs. “Members”

New Search Engine within the Site Top line menu vs. Search line menu –“Membership” vs. “Members” Search by Membership –Searches entire TMA population –Chapter, Industry, or Occupation –Sort within 3 broad categories by: Last Name, Company, Chapter

New Search Engine within the Site Top line menu vs. Search line menu –“Membership” vs. “Members” Search Line “Members” –New button “more options” –Allows searches using combination of 7 fields –Spelling & Spacing count –Healthcare vs. Health care

Updating Your Profile to Benefit from New Search Engine Get familiar with broad industries and occupations in top line menu “Memberships” TMA built these keyword lists from analysis of profiles Keyword lists will be periodically updated, so do not limit yourself to the list Watch your spelling

Updating Your Profile to Benefit from New Search Engine Four sections to profile Save each section prior to moving to next “About You” section –Keyword options appear as type 2 – 3 letters –New fields for notable deals and slider bar to set range of deals you typically work –Expanded fields for awards, education, etc

Updating Your Profile to Benefit from New Search Engine “About Your Firm” section –Keyword options appear as type 2 – 3 letters –New slider bar to set range of deals your firm will typically work

Your Input to Help Drive the Site and Keep It Fresh and Relevant Update your profile Provide content –Respond to new member Q&A –news items regarding your firm & career –articles and case studies –Provide input for FAQ’s & links Webmaster – Bill Biermann