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

2. Introductions

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

4. CFMA’s Strategic Plan

5. Strategic vs. Operational Boards

6. 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

7. 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

8. 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

9. 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)

10. 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

11. Chapter Benchmarking and Awards

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

13. 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

14. STAR Program
During the 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.)

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

16. STAR Program

17. Construction Industry Alliance for Suicide Prevention

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

19. Suicide Prevention

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

21. 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

22. 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

23. 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)

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

25. 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

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

27. 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

28. 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

29. 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 or October 16-19
CIVANA Carefree in Carefree, AZ

30. 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

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

32. Chapter Membership List

33. Member Discount Programs

34. 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

35. 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.

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

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

38. 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

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

40. 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 –

41. 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

42. 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

43. CFMA Logo Usage
Logo usage guidelines

44. Promoting Certification
Chapter Champion
Study group
CCIFP Overview course

45. 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

46. 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

47. 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

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

49. Final thoughts from the Chairman
Michelle D. Eastman, CCIFP

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

51. Thank you for your participation
Thank you for your participation! Please contact Cathy Wasner at or with questions or for more information.