1. CFMA Chapter Administration Helping you Effectively Manage the Chapter/Headquarters Relationship Cathy Wasner Director, Chapter Services

2. CFMA – The Beginning CFMA was started in 1981 ▫ New Jersey Chapter was the first chapter 111 members joined CFMA in 1982 By the end of 1985, CFMA had 12 chapters By the end of 1991, CFMA had 49 chapters

3. CFMA – Today 88 Chapters in the United States and Canada Over 7,000 members for the first time in CFMA’s history! 16 CFMA national committees

4. Why Have a Chapter Administrator? Vast majority of chapters do not have a chapter administrator CFMA believes a chapter administrator will improve effectiveness and efficiency of chapter Allows chapter leadership to focus on strategy rather than operations

5. Why Have a Chapter Administrator? Historically, some chapters have relied on staff of associate members to perform the chapter’s administrative tasks What happens when the associate member leaves the board? Retires? Changes jobs?

6. Why Have a Chapter Administrator? “This position is an essential function within our chapter. I don't know if we could manage without one.” “Having an administrator has proven to be an extremely valuable add for our members.” “Our administrator has been employed for a long period of time. This is a great asset when it comes to needing historical information and someone who is dependable and can foresee what is coming up on the schedule based on past experience.”

7. CFMA Executive Committee Discussions Encourage financially the use of chapter administrators End result was the STAR Program with chapter administrators as 1 of the 5 items for fund usage To further improve chapter administrator effectiveness, the Executive Committee recommended we conduct today’s webinar

8. CFMA’s Executive Committee Chairman ▫ Steve Tenney - Iowa Chapter Vice-Chairman ▫ Brad Robinson, CPA, CCIFP – Charlotte Chapter Treasurer ▫ Ken Chiccotella, CCIFP – Triangle Chapter Secretary ▫ David Wightman, CPCU – Houston Chapter Immediate Past Chairman ▫ Pat Cebelak, CPA, CCIFP – Lansing Chapter

9. CFMA Staff

10. Chapter Operations CFMA’s fiscal year is April 1 – March 31 Chapter officer terms vary by chapter ▫ 1 year ▫ 2 year Chapter membership should be 60% general members and 40% associate members Chapter bylaws ▫ Should be re-visited annually ▫ Sample available on CFMA’s website ▫ Chapter operations should follow bylaws

11. Member Classifications General member ▫ General members represent all types of contractors, including generals and subcontractors as well as developers, construction managers, architects, engineers, principals and material and equipment suppliers. Associate member ▫ Associate members are those serving the construction industry, such as public accountants, sureties, bankers, insurance agents/brokers and carrier’s consultants and other service providers.

12. Chapter Officers Each chapter should have 4 officers: ▫ President ▫ Vice President ▫ Treasurer ▫ Secretary Roles should be defined in writing CFMA can provide sample position descriptions

13. Chapter Committees At a minimum, each chapter should have a Membership Committee and Program Committee Chapter decides which committees to have Committee Chair positions should be defined in writing If possible, Committee Chair should not be a member of Board of Directors CFMA can provide samples of position descriptions

14. Chapter Meetings and Events Types of Events ▫ Educational ▫ Networking ▫ Roundtables ▫ Social Chapter Meeting Topics ▫ The most common question from chapters! Meeting Frequency

15. Chapter Meetings and Events Speakers ▫ Local speaker ▫ National speaker Special Events ▫ Golf outing ▫ Executive of the Year Joint Events ▫ Other CFMA Chapters ▫ Other Associations

16. CFMA National Speaker Program

17. Why Have a National Speaker? “We invited Anirban Basu to speak at an event in February. Our attendance was double what we usually get for a speaker. There is no better speaker for a CFMA event, at least in my experience.” “We are very appreciative of this subsidy as it allowed the Chapter to stretch ourselves to bring in Davidson as a speaker and serve those throughout the Pacific Northwest. We are expecting over 70 to attend which far exceeds our normal attendance for a speaker.” “We have Anirban speak at our signature meeting each year. He is very well received and it is definitely worth having him at least once if this chapter has never hosted him before.”

18. Chapter Meetings and Events Members and Non-Members ▫ Chapters determine pricing for meetings/events ▫ CFMA recommends a meaningful pricing differential for members vs. non-members ▫ Tracking non-member attendance ▫ Chapter vs. Headquarters interests

19. Scholarships Local College/University ▫ Construction Management Program ▫ Accounting Program Chapter Members ▫ Children of chapter members ▫ Children from members’ companies ▫ Member furthering education CFMA’s Annual Conference & Exhibition Internship Program CCIFP Exam

20. Sponsorships Special Events ▫ Golf outing ▫ Special dinner Chapter Events ▫ Monthly meeting ▫ Annual sponsor

21. CPE Who is Issuing Your CPE? ▫ Chapter? ▫ CFMA? NASBA Compliance CPE Guidelines

22. CFMA Dues April 1 – March 31 General Member dues $340 Associate Member dues $440 CFMA memberships belong to the individual not their company Memberships are not transferrable

23. CFMA Dues Chapter determines local chapter dues ▫ All inclusive ▫ Pay if you attend Cannot join just the local chapter – must be a member of CFMA National

24. CFMA Dues All dues are collected by CFMA ▫ Transferred to the chapter quarterly ▫ Treasurer is notified when the transfer has been processed Dues checks received by the chapter should NOT be cashed, send the check to CFMA Paperless Invoices ▫ Bad e-mail addresses ▫ Outstanding invoices will be mailed

25. Chapter Awards

26. Awarded at CFMA’s Annual Conference & Exhibition Simplified form for 2015 ▫ Submit online ▫ No more backup material Excel worksheet has been sent to all chapter officers Online form available in mid March 5 tiers based upon chapter size Due April 10

27. Chapter Awards Chapter of the Year ▫ Awarded to 1 Chapter in Each of the 5 Tiers ▫ Chapter with the Most Points per Tier will be Chapter of the Year

28. Chapter Showcases Chapter event to be shared at CFMA’s Annual Conference & Exhibition in June Submission due April 10 ▫ 12-20 Photos ▫ Write-up of the event ▫ Each Showcase will be about 90 seconds Share via Dropbox – cwasner@cfma.orgcwasner@cfma.org

29. Chapter Websites

30. If someone went to your website would they think your chapter is active? ▫ Is your officer list current? ▫ Are upcoming events listed? ▫ Are you directing members and potential members to your website? Use your website to show how active the chapter is

31. Chapter Websites Let CFMA Headquarters know who your chapter’s website administrators should be, your website administrators can: ▫ Add chapter events to the chapter calendar  Events will also appear on the main CFMA calendar ▫ Update officer lists and chapter contacts ▫ Add relevant content for your chapter

32. Chapter Websites E-blast to your members through your chapter website Event registration

33. Connection Cafe

34. Membership Builder Chapter demographic data Member renewal information Information on past chapter members Storing prospect lists ▫ Input notes on contact ▫ Export to Excel to sort or e-mail

35. STAR Program 2014-15 $3,000 subsidy available to all chapters Chapter Affiliation Agreement is the only requirement ▫ Signed agreement ▫ Balance sheet ▫ Proof of tax filing April 1, 2014- March 31, 2015

36. STAR Program 2014-15 $3,000 subsidy to be used for: ▫ Chapter administrator ▫ Spring Creek registration and/or travel expenses ▫ National Speaker Program ▫ National education programs ▫ Chapter strategic planning by a third-party Funds must be used by 3/31/15 or the chapter must notify CFMA Headquarters of your intended use to carry funds forward STAR Program 2015-16

37. STAR Program

38. Spring Creek Annual Leadership Retreat for Chapter Leaders October 7-10 or October 10-13 Carefree Resort and Conference Center – Carefree, AZ Subject to final approval, Spring Creek will be free in 2015

39. Affinity Programs

40. Annual Conference & Exhibition June 27-July 1 Sheraton Chicago Hotel and Towers Non-members receive a CFMA membership Register early to save money! ▫ March 31 ▫ May 15 ▫ After May 15 256 have already registered!

41. Regional Conferences 11 Regional Conferences in 2015 ▫ Joint Louisiana – New Orleans, LA ▫ Southwest – Long Beach, CA ▫ Heartland – Council Bluffs, IA ▫ Mid-Atlantic – Baltimore, MD ▫ Buckeye – Cincinnati, OH ▫ Ohio Valley – Elizabeth, IN ▫ Carolinas – Greensboro, NC ▫ Colorado – Golden, CO ▫ Pacific Northwest – Seattle, WA ▫ Lone Star – Location TBD ▫ New York/New Jersey – Location TBD

42. Chapter Connection Program Each Chapter President has a member of CFMA’s Executive Committee as a connection Additional resource for your chapter Chapter Connection Program Mixer at the annual conference

43. Hahn and Quigley Awards Debra Hahn Memorial Award ▫ Outstanding CFMA participation and activity at both the chapter and national levels Joe Quigley Memorial Award ▫ Outstanding chapter participation and activity Nominations due March 16 Awards given at CFMA’s Annual Conference & Exhibition in June

44. CFMA Logo Usage Logo usage guidelines recently updated

45. Chapter Logos Effective October 15, 2014 no NEW chapter logos Chapter logo must be added to exception list or use should be discontinued

46. What Headquarters needs from your Chapter... Officer, Board and Committee Chair lists Chapter Affiliation Agreement Current contact information on your members

47. What Headquarters can provide for your Chapter... Strategic planning Meeting topics Speaker information Help with your chapter’s website Flyers to promote membership Custom flyers/brochures for chapter events E-blasts to surrounding chapters Extra copies of Building Profits Senior staff and officer speakers

48. Questions? Thank you for your time!