Lincoln Trail Regional Council Leadership Training April 2009

IMA Organization Paid Staff Board of Directors National Committees Regional Councils Chapters

Stuart Cameron McLeod Society Purpose Eligibility Benefits Participation Council Members

Lincoln Trail Regional Council Purpose Member Chapters Chapter Representation Voting Rights

Lincoln Trail Board of Directors President: Ginger White (South Central Indiana) President-Elect: Richard Bramhill (Indianapolis) Treasurer: Jean Isaacs (Louisville) Secretary: Brad Hamilton (South Central Indiana) National VP: Teresa Hattabaugh (South Central Indiana)

Lincoln Trail Committee Chairs Long Range Planning – Richard Bramhill (Indianapolis) Communications – Ben Sapp (Louisville) Membership Development: David Breedy (Evansville) Professional Development – Jennifer Dalton (Louisville) Young Professional – Amy Oglesby (Evansville)

Lincoln Trail Meeting Dates July 25, 2009 – Indianapolis October 24, 2009 – South Central Indiana January 30, 2010 – Louisville April 24, 2010 – Northern Kentucky

Sample LTRC BOD Meeting Agenda Click to convert to Word Document and print

LTRC Mr. Excel Training Marathon Indianapolis - Mr. Excel – 4/21 Louisville - Mr. Excel – 4/22 Northern Kentucky - Mr. Excel – 4/23 Eight hours of CPE will be offered each day and profits from sessions will be split 50 / 50 between LTRC and the local chapter. Specific location and Mr. Excel Training Agenda to be announced in the near future.

Sample Chapter Board Structure President V.P. Administration Secretary Treasurer Meeting/ Member Attendance Special Activities EmploymentNewsletter Community Service Public Relations Website Program/Roster Book V.P. Education Educational Meetings Manuscript CMA Programs Student Relations V.P. Membership Acquisitions Retention

Sample Chapter Board Structure

Sample Board Progression Director Positions (multiple) VP Positions (multiple) V.P. Administration President

IMA Annual Meetings Annual Board Meeting Keynote Speakers CPE Tracks Awards Banquets

2009 – 2010 Competition Stephenson vs. Warner (15 Banners) Reporting Relation to Compensation Emphasis – Education – Certification – Membership – Member Services

IMA Chapter Recognition Advisory Committee CurrentChangeReason Banners: - Top 25 Stevenson - Top 20 Warner Award: -Top 15 Stevenson -Top 15 Warner -Discontinue Roster Award Will recognize chapters achieving Outstanding Member Service level (Recognition to be determined) Reduction in chapters competing Flexibility on award type Ability to combine banners and awards into annual dinner Administrative effort and expense Recognition for all chapters Awards: 15

CHANGES FOR THE COMPETITION Chapter Sustainability Criteria –Chapter Website A chapter must maintain a minimum of one page with the Chapter Logo, Chapter contact information, and a link to the IMA National homepage. All information should be kept up-to-date. Recommended quarterly updates be maintained at minimum. Chapter Administration –Required Documentation to receive compensation Annual Financial Report with copy of required 990 – Due November 30, 2009 Annual Transmittal Form – Due April 30,2010 Professional Education –CMA Self-Study Courses Chapters can no longer earn CPE credit for members who take CMA Self-Study courses

IMA Chapter Recognition Advisory Committee Achievement LevelCommunications to Members EducationElectivesWebsite Required Minimum 100 points4Offer 4 hours CPENone Good 250 points6Offer 8 hours CPE4 √ Excellent 600 points9Offer 12 hours CPE6 √ Superior 1,000 points12Offer 16 hours CPE8 √ Member Services Current Program: Achievement LevelCommunications to Members EducationElectivesWebsite Required Minimum 250 points44-7 hours CPE*4-7 √ Good 600 points48-11 hours CPE*8-11 √ Excellent 800 points hours CPE*12-15 √ Outstanding 1,000 points416 or more CPE*16 or more √ Member Services Program: 17

NEW CHANGES FOR THE CHAPTER COMPETITION Annual Transmittal Form –Electives The chapter’s strategic plan, monthly board meeting, budget and other administrative areas are now electives. However, chapters are strongly encouraged to continue these basic functions to ensure that good organizational practices continue.

IMA Chapter Recognition Advisory Committee Member Services – Outreach & Achievement 1.Publish six publicity items to promote chapter events, IMA, or member achievements 2.Publish additional six publicity items as noted above 3.Publish an annual chapter program book of events or chapter roster 4.Provide an IMA/CMA promotional mailing to potential members / organizations 5.Sponsor a student night/event – dedicated chapter meeting 6.Sponsor a student chapter 7.Sponsor an IMA booth at a local job fair or other event 8.Provide formal mentoring opportunities to another chapter or for board members 9.Make a guest presentation in a classroom 10.Make a corporate IMA visit to a company with membership and certification potential 11.Co-sponsor a learning session with a corporation 12.Organize and participate in a plant tour facilitated by a member of finance 13.Participate in a charitable event utilizing accounting skills 19

IMA Chapter Recognition Advisory Committee Member Services – Leadership 1.Develop a written annual plan that aligns with National's strategic plan 2.Prepare an annual budget 3.Hold regularly scheduled board meetings - no less than four per year 4.Hold a Chapter Management Seminar (CMS) session 5.Publish four informational communications to board or chapter members; 8 for the year 6.Publish four informational communications to board or chapter members; 12 for the year 7.Have chapter member serve on a National Committee or National Board of Directors 8.Provide support for a Regional IMA activity 9.Attend at least two council meetings 10.Two board members attend Council's Spring Leadership Training Seminar (LTS) 11.Attend two Volunteer Leaders Conference Calls 12.Submit a manuscript to Strategic Finance, Management Accounting Quarterly, etc. 13.Submit best practices ideas that can be shared with other chapters 14.More than 5 active board members 20

NEW CHAPTER REPORTING CALENDAR July 31, Last Day to Opt out of Chapter Competition November 30, 2009 –Chapter Financial Report for previous fiscal year –Form 990/990T/ 990 (required by IRS) February 26, 2010 –Chapter Board of Directors Nominations March 31, 2010 –Website submitted for chapter award consideration. –Manuscripts for Lybrand Medal consideration –Public Relations Report for chapter award consideration –Community Service Report for chapter award consideration –Newsletters for chapter award consideration If a Chapter has hardship with any of the below deadlines or CPE entry, please contact your National Community Support Specialist for assistance or extension options.

NEW CHAPTER REPORTING CALENDAR (continued) April 30, 2010 (Last Business Day in April Competition will be closed) –Annual Transmittal Form (Level of Achievement) –Council Award of Excellence –Monday, April 20, 2009 Last Date for Membership Applications to be postmarked in order to ensure entry. This is for the 2008 – 2009 year. –Thursday, April 26, 2009 Last Date for Membership Applications to be received via , in Montvale by midnight in order to guarantee entry. This is for the 2008 – 2009 year.

Awards President’s Award Kasunic Award Stephenson Award Remington Rand Award Stuart Cameron McCleod Award Carter Trophy ICMA Regents’ Award

Awards Membership Growth Membership Acquisition Membership Retention Lybrand Medal - Manuscript S. Alden Pendleton and Special Innovation- Community Service

Awards Program/Roster book (discontinued in ) Newsletter Website Public Relations

Chapter Traditions Outstanding Member Award Outstanding Attendance Award Attendance Prize Golf Outing / Social Events Memorial Contribution to Foundation Recognition Nights Turnover/Takeover Dinner Single Term Presidency

Suggestions Strong Membership Drive Fix Membership Info at Nationals CMA Promotional Campaign Promote Self Study Tools Utilize Chapter Portal Improved Recognition Nights Subcommittees

Suggestions Increase Interaction with Students Complete Program Book Name Badges Revamp Outstanding Member Standard Updates in Newsletter Increased Board Participation Documentation/Transition

Resources IMA Website Compensation/Competition Guide Chapter Operations Manual Resource Guide Past Presidents LTRC IMA Office

QUESTIONS