1. Region Leaders Training May 8, 2019
This presentation is intended to highlight ACSA’s governance structure:
Role of ACSA’s Leaders
Revenue Sources
Region Leaders Training
May 8, 2019

2. Agenda Welcome & Introductions Region & Charter Overview
Responsibilities of Region Leadership
Timelines: Deadlines and Key Event Dates
Setting Goals/Strategic Focus
Communication & Outreach
Logistics/Financial Aspects
Best Practices
Wrap Up

3. Region & Charter Overview
Region Role:
To promote the purposes of ACSA, with programs and activities similar to and consistent with those of ACSA. Develop and oversee Charters and Charter leadership.
Support and encourage networking, professional development and information dissemination within the region. Identify and cultivate future leaders; provide professional recognition, support member recruitment and participation of Region officers in the ACSA Leadership Assembly.

4. Region & Charter Overview
Charter Role:
Charter groups are smaller units of ACSA that operate under the jurisdiction of the region, with the size and focus varying.
Charters are created to implement the state program at the local level, for the involvement of members, for the utilization of leadership potential and for effective communications between all levels of governance of ACSA.

5. Responsibilities of Region Leadership
Region Level:
Plan and Lead Region Board Meetings
Plan and Lead Region Leadership Assembly Meetings
Host Region Leadership Planning Retreat
Develop and oversee Charters
Review Region Bylaws every in even-numbered years
Strengthen Committees and Councils
Encourage region committee/council meetings or multi-region meetings, work with region representatives in planning and conducting “job-alike” activities, facilitate communication among charter, region, and state committees/ councils.

6. Responsibilities of Region Leadership
Integration with State Level:
Participate in State Leadership Assembly meetings
Nominate/appoint members as State Representatives: State Director, Committees/Councils, Delegates, VPLA
Monitor state representative performance/attendance
Strategic Focus/Annual Planning Template and budget and Annual Reporting Template
Facilitate recognition (Nominate members for awards, Request and present certificates)
Quarterly Reports with fees paid
Annual Financial Reports

7. Expectations of Region Leadership
Committees/Councils
Members appointed to serve should regularly attend statewide meeting of committees/councils
Plan regional committee/council meetings, network with job-alikes
Charter Leaders
Attend charter meetings
Actively contribute to charters
All leaders should encourage non-members to join ACSA

8. Timelines for 2019-20 Planning
Leadership Manual p. 59
Quarterly Reporting
Financial Reports
Nominations for Committees/Councils
Awards Deadline
Region Board Contact Info
Planning Template/ Budget
Reporting Template

9. 2019-2020 State Governance Calendar
Leadership Manual p. 51
Leadership Assemblies
Legislative Action Day
Leadership Summit
Awards Deadline
State Board Meetings
State Executive Committee Meetings
Holidays & Staff Retreats

10. 2019-2020 State Agenda Production Schedule
Leadership Manual p. 52
Leadership Assembly agenda production dates
Meeting Date
Preliminary Information Posted
Agenda Items Due
Final Agenda Posted
October 17, 2019
September 5, 2019
September 27, 2019
October 4, 2019
February 20, 2020
January 9, 2020
January 31, 2020
February 7, 2020
May 7, 2020
March 26, 2020
April 17, 2020
April 24, 2020
State Board agenda production dates
Meeting Date
Agenda Items Due
Agenda Posted
July 24, 2019
July 3, 2019
July 10, 2019
October 18, 2019
September 27, 2019
October 4, 2019
February 21, 2020
January 31, 2020
February 7, 2020
May 8, 2020
April 17, 2020
April 24, 2020

11. State Committee/ Council Meeting Dates
Region presidents select appropriate job-alike representatives who are available to attend the state meetings
Send reminders when state meetings are coming up
Invite representatives to speak at region board meetings

12. Timelines: Key Dates Leadership Assembly:
October 17, 2019 (Orange County
February 20, 2019 (Ontario)
May 7, 2020 (Sacramento)
Legislative Action Day:
April 19-20, 2020 (Sacramento)
Leadership Summit:
November 7-9, 2019 (San Francisco)

13. Setting Goals: Annual Strategic Focus
Video: Use to introduce the plan
Brochure: Handout that gives graphic overview
Presentation Slides: Use to walk-thru process
Strategic Focus Planning Document: Work directly in this template
The Plan Document: Use as reference
Additional Toolkit Resources: By end of May

14. Setting Goals: Annual Strategic Focus
Demonstrate Websites & Tools:
Presentation Slides
Strategic Focus Planning Document
The Plan Document
Discuss Process/ Q&A Session

15. Communication & Outreach
You play an important leadership role in communicating ACSA’s message…
A top priority for every ACSA leader is sharing ACSA’s mission, vision and priorities with members and potential members.
This information should be shared repeatedly and should be made a focal point at all ACSA events.

16. Communication & Outreach Within your Region…
What topics on the Leadership Assembly agenda involve input or voting?
How will you get Region and Charter input prior to the Assembly?
What topics discussed during the Assembly should be shared with the Region and Charters?
Do any topics inform the agenda for your next Board meeting/leadership retreat?
What information should we consider communicating to the Region Board? Charter leaders? Committee/Councils? Region members?
How and when will this communication happen?

17. Communication & Outreach
Plan Your Outreach
Each ACSA region is unique and should have a different outreach strategy. Be sure to keep your audience in mind.

18. Communication & Outreach
Framing all communications…
Every action an ACSA leader takes – from planning an event to delivering a speech to meeting with legislators to communicating through – should center on ACSA’s vision, mission and priorities.
Sharing ACSA’s message and linking it to personal stories, reflections and local successes will go a long way to ensuring the success of ACSA.

19. Logistics/Financial Aspects
Be a good steward of member resources by following ACSA travel and expense policies.
Book travel at least 30 days prior for most reasonable fares whenever possible.
Submit expenses within 30 days of the occurrence.
Leadership Manual p

20. Financial Aspects: Region’s Responsibilities
Financial results of regional operations are required to be included on State ACSA’s Tax Return
Regions must return completed financial reports to state ACSA not later than August 31st.

21. Financial Report Checklist
Region Financial Report for fiscal year
June 30 Bank Statement(s)
June 30 Bank Reconciliation(s)
July 31 Bank Statement(s)
Updated List of region Bank Accounts
Next Year’s Region Treasurer Name/Address

22. Best Practices
What practices do you find work well in your Region?

23. Thank you! Enjoy your year as an ACSA Leader!
If more information is needed, remember to go online at to view the online Leadership Directory.
Again, thank you for your time, energy and professionalism.