1. 2011 Leadership Academy Chapter Management 101 Montreal, Canada October 13, 2011

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. Introductions Name Chapter Position Why you’re here?

4. Why are we here? Staff Introductions Session Goals Onsite Materials

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 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 Foundation for Philanthropy

7. 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

8. 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

9. 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

10. Requirements 1) Accord 2) Chapter Visits 3) Ethics 4) Membership Categories 5) Bylaws 6) CPC Representation

11. Requirements 1)Accord –New requirements in 2012 Branding Policy Compliance Financial Statements Canada- Contract for Services 2)IHQ Yearly Deadlines

12. Requirements 3) Chapter Visits Strategic Planning Bi-Directional Communication What is your chapters’ strategic plan 4) Ethics AFP’s Code of Ethics

13. Requirements 5) Membership Categories –Set by IHQ –Chapters cannot change 6) Bylaws –Standardized Bylaws 7) CPC Representation

14. If I only knew….. President Elect – Not as easy as it looks –Pay attention –CFRE –Chapter Officer training –Pick your friends –Talk to your boss

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

16. If I only knew….. President – Big Picture –The rule of three –No mandate/Not Commander in Chief –A great job – enjoy it!

17. If I only knew….. President – Leading –Stretch your EMC gift –Omega Circle Gift/PAC Gift –Pick one or two big goals –Chapter Officer training

18. If I only knew….. President – Managing –In person EMC solicitation of Board –ExCom Omega –PAC gift

19. If I only knew….. President – Managing –Volunteers serve at your pleasure –BOD Retreat –Speaker Gifts = Library –EMC – Are we not fundraisers?

20. If I only knew….. President – Housekeeping –Monthly Lunches –BOD Lunch passes –BOD Starbucks cards –Missed meetings

21. If I only knew….. Immediate Past President –No early retirement –Lead New BOD member orientation –You must decrease –And then, a year to reflect…………

22. If I only knew….. Immediate Past President –COD Procedures Returning BOD Members New BOD Members

23. How Do We Work Together? COMMUNICATE! Monthly Chapter Presidents’ e-newsletter Direct communication with Chapter Committee Chairs Chapter Services Directors

24. Chapter Management and Resource Guide The AFP Chapter Management and 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

29. New Sample Policies and Tips Nominating Committee Policy Board Expectation Policy Past Presidents Council Tips for Engaging Sr. Professionals Invest in Yourself - Tips for Chapters

30. How Can We Help You? 1)Ideas that Work 2)AFP Website 3)AFP PrintQ 4) Info Central 5) AFP2P

31. Ideas that Work New section on the Chapter Leader Network Chapter Leader Network Idea Sharing for Chapter Leaders What are your ideas?

32. Resources You Will Use AFP Website –Chapter and Member Sections Info Central PrintQ

33. PrintQ Resources Marketing Brochures –Top Ten Reasons to Join AFP Case for Organization Support –The Case for Joining Logos (Chapter specific, Ten Star, etc.)

34. AFP2P Members Only Profile Information Key Communities Threaded Discussions Document Posting Searchable E-mail Notifications p2p.afpnet.org www.afpnet.org/afp2p

35. Chapter Website Program 68 Chapters Now in Program No Cost to Chapters Launching New Sites Integrated with AFP IHQ Site News Feeds, More Now Migrating Program Chapters to New Sites afpdc.afpnet.org

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

37. Chapter Leadership Conference Call Series Five calls each year Upcoming Calls

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

39. The Heart of the Matter The Leader’s Role What do YOU want to accomplish? Heartburn & Heartfelt

40. Session Evaluation & Follow-Up What was your “WOW!” moment? What did you like the best? …was the most helpful? What did you like the least? …was the least helpful? Brief email survey

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