1. ISM- San Antonio, Inc. State of the Affiliate Presentation 22 September 2011 Mission Statement To enhance the professional development of our members, to promote and develop the purchasing (supply chain management) profession in our communities and to support the economic growth of the communities we serve.

2. Overview History of our Affiliate and Relationship to ISM Financial Membership Professional Development Education Events Survey Website ISM- San Antonio, Inc.

3. History & Relationship to ISM International ISM has over 150 Affiliates, over 40,000 mbrs Founded in 1960, 2009 from NAPM to ISM Not for profit, 501 (c) 6, Texas Corporation By-laws & Policies/Procedures on website Members access to ISM website/resources – Newsletters, Seminars, Conferences, Reports, CAPS Research, Certifications, Southwest Forum ISM- San Antonio, Inc.

4. Treasurer Responsibilities Have complete custody of the association funds and securities Maintain a full and accurate account of all receipts and disbursements Deposit all funds Disburse funds in accordance with association bylaws and the direction of the Board ISM- San Antonio, Inc.

5. Revenue Sources Membership dues Fundraisers Education Workshops Seminars Certification review courses Professional Development Meetings ISM- San Antonio, Inc.

6. Financial Review Expense Categories Professional Development Meetings Educational Events Scholarships Miscellaneous Reports ISM- San Antonio, Inc.

7. Financial Review Profit & Loss Statement ISM- San Antonio, Inc.

8. Financial Review Balance Sheet ISM- San Antonio, Inc.

9. Membership Who Can Join? Types of Membership Regular Direct Student/Faculty ISM Corporate ISM- San Antonio, Inc.

10. Membership ISM- San Antonio, Inc.

11. Professional Development Certifications & Requirements A.P.P. – no longer available, 42 CEHs, 5 years, lifetime C.P.M. – no longer available, 84 CEHs, 5 years, lifetime CPSM – degree, 3 yrs. experience, 3 exams or bridge, 60 CEHs in 3 years CSM - 5 yrs. experience or AD w/3years, 3 exams or bridge, 60/3years CPSD – 5yrs. experience or degree w/3 years, 2 exams, 60/3 CEH Sources ISM International (Baltimore, May 6-9, 2012) Southwest Forum (New Orleans, Nov 2-4, 2011) Local Opportunities Meetings, Seminars, Satellite, Board membership College Courses, ISM exams, other ISM- San Antonio, Inc.

12. Education Scholarship Opportunities CPSM review Success Rates ISM- San Antonio, Inc.

13. Events Director Responsibilities Fundraising How are funds used Who can apply Types of events Money Raised Upcoming event Miniature golf tournament – October 19 th ISM- San Antonio, Inc.

14. ISM –San Antonio’s Annual Fall Fund Raiser It’s a Miniature Golf Tournament! Open to: ISM members, family, friends & suppliers Wed, Oct 19, 6 – 9 p.m. $25 per person includes: Dinner, 2 drink tickets, golf tourney & prizes Hole Sponsorship $100 – Get your name out there! Contact: charlotte.youngquist@nustarenergy.comcharlotte.youngquist@nustarenergy.com Sign up by: Oct 17th ISM Embassy Miniature Golf Course, 500 Embassy Oaks, SA, TX 78216

15. Website ISM- San Antonio, Inc.

16. Questions? ISM- San Antonio, Inc.