1. Strategic Conversations Presidents-elect June 24, 2014

2. Welcome

3. Job Description 1)Become acquainted with all the duties of the President and other officers 2)Responsible for Strategic Planning Process 3)Act as liaison with the committees, Board of Directors and AFP International Headquarters, as requested by the President 4)Perform duties as assigned by the President 5)Attend chapter leadership training workshops such as the Chapter Board Workshop immediately following the AFP International Conference and/or the Chapter Management 101 session held each fall at the Leadership Academy

4. President-elect Role 1)CFRE 2)Chapter Officer training 3)Talk to your boss 4)Be there, be everywhere 5)The rule of 3 (President-elect, President, and Immediate Past President)

5. IHQ Training Opportunities 1) Orientation Calls 2) Chapter Board Workshop 3) Chapter Management 101 4) Chapter Resource Guide

6. Like Size Chapters 1) LinkedIn Groups 2) International Conference 3) Leadership Academy

7. Chapter Discussion Topics 1)What structure or process do you have in place to make sure action happens on your strategic plan? 2)Who has successfully incorporated diversity and inclusion in your chapter’s work and how? 3)When you have a small group of leadership volunteers and struggling to recruit additional committee members, how do you plan for succession of board and officers?

8. IHQ Discussion Questions Have you thought about your committee structure in succession planning? As President-elect, do you have any specific board responsibilities? How is the role structured in your chapter? How well do you understand the financial strength of the chapter? What can you do to learn more about the chapters finances?

9. Open Discussion

10. Future Strategic Conversation Topics 1)Education Chair – July 22 2)Communications Chair – August 3)Diversity Chair – September 18 4)Next Generation – October 2nd

11. Thank you for your time and involvement!