1. 2012 Leadership Academy Chapter Management 101 Houston, Texas October 18, 2012

2. Purpose of Chapter Management 101 To provide the knowledge and resources chapter leaders need to guide their chapters effectively and confidently, as well as to make connections with other chapter leaders.

3. Name Chapter Position Why you’re here? Welcome and Introductions

4. Why are we here? Staff Introductions Session Goals Session Materials www.afpnet.org/CM101

5. AFP Members Chapters Chapter Presidents Council AFP Board of Directors Executive Committee External Relations Division Membership Services Division Professional Advancement Division AFP Foundation for Philanthropy Awards Committee US Govt. Reltns Cmte Communications & Marketing Committee Canadian Govt Reltns Cmte. PAC Board Diversity Committee Member/Chp Svcs Cmte International Dev Cmte Canadian Council Next Generation Cmte Curriculum Dev Publishing Advisory Conf Educ Advisory ACFRE Marketing Research Council Canada Fdn Board US Fdn Board Development Cmte Fin & Invest Cmte Cmte On Directorship Governance & Operations Committees Committee on Directorship Finance & Human Resources Committee Strategic Planning Oversight Committee Ethics Committee ACFRE Board Industry Partners Committee Audit Committee Budget Committee Organization Chart

6. AFP Organization Membership Services Division Professional Advancement Division External Relations Division Finance Committee AFP Foundations for Philanthropy

7. AFP International Board of Directors 12 District members 10 At-large members 10 Officers 2 Chair appointees 1 At-large member chosen by CPC 1 Ex-officio member

8. Chapter Presidents Council (CPC) Committee on Directorship (COD) CPC: includes presidents of all chapters; selects COD members; selects CPC representative to AFP Board COD: evaluates nominees and selects slate of AFP Directors; provides orientation and evaluation of Board

9. Districts 12 Districts (worldwide) Ensure geographic representation on AFP Board Specific districts listed on handout

10. Making Change Share your ideas: – AFP President & CEO – AFP International Board member – AFP Senior Staff member – Chapter Services Director Idea goes to Division/Cmte/Task Force/Staff Recommendation (or not) to Board/Staff Board/Staff approves/amends/disapproves Staff implements

11. Chapter Services Directors Western US, PA, NC, SC Larry Hostetler – (916) 544-2024, lhostetler@AFPnet.orglhostetler@AFPnet.org Central US, GA and FL Val Lay – (614) 266-9918, vlay@AFPnet.orgvlay@AFPnet.org CT, MA, NH, NY, RI, Canada, Asia Lori Gusdorf – (703) 519-8449, lgusdorf@AFPnet.orglgusdorf@AFPnet.org DC, DE, MD, NJ, VA Taryn Gold – (703) 519-8452, tgold@AFPnet.orgtgold@AFPnet.org Canada Cynthia Quigley – (416) 941-9212, cquigley@AFPtoronto.orgcquigley@AFPtoronto.org Mexico Rose Sandoval – (52) 55 3626 1592, rsandoval@AFPnet.orgrsandoval@AFPnet.org

12. Requirements of Chapter Management 1)Accord 2)2013 Important Chapter Dates 3) Chapter Visits 4) Ethics 5) Membership Categories 6) Bylaws 7) CPC Representation

13. Requirements 1)Accord Chapter leadership form Four items to read, then sign Two financial documents Past year program schedule Proof of Active Status Activity report (online) 2)2013 Important Chapter Dates Meetings and deadlines—for planning ahead

14. Requirements 3) Chapter Visits Strategic Planning Bi-Directional Communication What is your chapter’s succession plan 4) Ethics AFP’s Code of Ethical Principles and Standards

15. Requirements 5) Membership Categories – Set by IHQ – Chapters cannot change 6) Bylaws & Affiliation Agreement – Standardized Bylaws – Chapter Affiliation Agreement 7) CPC Representation

16. If I only knew….. PRESIDENT ELECT – Not as easy as it looks – Pay attention – CFRE – Chapter Officer training – Break in period – Talk to your boss – Be there, be everywhere

17. If I only knew….. PRESIDENT – Big Picture – Good news and bad news – An act of service – Do it the way it should be done

18. If I only knew….. PRESIDENT – Big Picture – The rule of 3 (President-elect, President, and Immediate Past President) – No mandate/Not Commander in Chief – Communications! – A great job – enjoy it!

19. If I only knew….. PRESIDENT – Leading – Stretch your EMC gift – Omega Circle Gift/PAC Gift – Chapter Officer training – Don’t operate in a vacuum – Who you gonna call?

20. If I only knew….. PRESIDENT – Managing – Volunteers serve at your pleasure – BOD Retreat – In person solicitation of Board (EMC, Omega, PAC) – Speaker Gifts = Library – EMC – are we not fundraisers?

21. If I only knew….. PRESIDENT – Housekeeping – Monthly Lunches – BOD Lunch passes – BOD Recognition/Thank you – Missed meetings

22. If I only knew….. IMMEDIATE PAST PRESIDENT – No early retirement – Lead New BOD member orientation – Give guidance and support – Get involved on an AFP International Committee – And then, a year to reflect…………

23. If I only knew….. IMMEDIATE PAST PRESIDENT – Nominating Committee Procedures Returning BOD Members New BOD Members

24. Speed Mentoring

25. Ways to Work Together COMMUNICATE! Monthly Chapter Presidents’ e-newsletter Direct communication with Chapter Committee Chairs Chapter Services Directors

28. Western US, PA, NC, SC Larry Hostetler – (916) 544-2024, lhostetler@AFPnet.orglhostetler@AFPnet.org Central US, GA and FL Val Lay – (614) 266-9918, vlay@AFPnet.orgvlay@AFPnet.org CT, MA, NH, NY, RI, Canada, Asia Lori Gusdorf – (703) 519-8449, lgusdorf@AFPnet.orglgusdorf@AFPnet.org DC, DE, MD, NJ, VA Taryn Gold – (703) 519-8452, tgold@AFPnet.orgtgold@AFPnet.org Canada Cynthia Quigley – (416) 941-9212, cquigley@AFPtoronto.orgcquigley@AFPtoronto.org Mexico Rose Sandoval – (52) 55 3626 1592, rsandoval@AFPnet.orgrsandoval@AFPnet.org

29. Chapter Management Resource Guide The AFP Chapter Management Resource Guide collects everything a chapter leader or administrator may need to access in order to successfully operate a chapter. http://www.afpnet.org/ChapterGuide

33. Chapter Website Program AFP encourages all chapters to have a web presence to advance our mission, goals and branding.

37. Margie Bennett Manager, Chapter Services mbennett@afpnet.org

38. New Sample Policies and Tips Nominating Committee Policy Board Expectation Policy Past Presidents Council Tips for Engaging Sr. Professionals Invest in Your Success – Talking Points for Chapters Investment Policy AFP Member Retention Tips How to Hire a Chapter Administrator

39. THE GOOD, THE BAD, AND THE UGLY What makes you proud of your Chapter? What truly gives you “heartburn”?

40. How Can We Help You? 1)Ideas that Work 2)Chapter Leader Orientation Calls 3)Chapter Leadership Conference Calls 4)AFP PrintQ 4) Chapter Website Program 5) Chapter Awards Program

41. Chapter Leaders Network

42. Ideas that Work

43. PrintQ Resources Marketing Brochures Logos (Ten Star, Chapter specific)

44. Chapter Leader Orientation Calls Accord Orientation (December) Presidents/Presidents-Elect Administrators Membership Chairs Treasurers Foundation Chairs Diversity Chairs

45. Chapter Leadership Conference Call Series President & CEO and AFP-I Board Chair Member Retention Volunteer Management Revenue Generating Ideas Programs for Advanced Professionals

46. Chapter Award Programs Ten Star Award Friends of Diversity Award Cash Incentives – Membership – Foundation

47. THE CHAPTER’S ROLE Interface with AFP International (aka the Association, IHQ) Link to your chapter members Ambassador to the public in your community

48. Session Evaluation & Follow-Up What was your “WOW!” moment? Brief email survey

49. THANK YOU FOR ALL YOU DO FOR AFP!!