Planning For Excellence Budget & Finance

1. Planning For ExcellenceBudget & Finance MEMBERSHIP ORIENTATION October 10-14, 2007 San Antonio, TX Sharon Eddings, PMN SEddings@suddenlink.net 936-788-2006 281-793-5675

2. Chapter BudgetsAnnual Report Your 1st TO DO ~ Budget Planning • PARTICIPTATE on your Chapters Budget Committee • Use 2007 Budget & YTD info as guide • Use Annual Plan as a guide

3. Chapter Budgets Annual Report • WHY? • Gives Governing Board a roadmap to follow based on what has been budgeted for 2008 • Puts your Chapter on the right track for planning a successful year

4. Budget ~ What’s Included Revenue • Monies carried forward from previous year(s) • Membership Money (# of Nat’l Members x Local Dues) • Advertiser Money (Annual / Monthly Advertisers) • Ways and Means Money (Money from Chapter Events) • Local Affiliate Memberships (# of Affiliates X Annual Affiliate Dues) • Other Revenue:

5. Budget ~ What’s Included? Expenses • Awards (Member of the Year, etc.) • Bank Service Charges • Discretionary Fund (Flowers, Memorials) • Education (MCE classes, PMN course) • Membership Committee (Orientations, Pins, etc.)

6. Budget ~ Expenses (cont.) Expenses • Monthly Programs (Luncheon Expense) • Newsletters (Printing / Design Cost) • Leadership Development – (Officer Travel to State and National Meetings) • Leadership Orientation (National LO for PE, State MO for officers & committee chairs) • Website (Set-up, Monthly Fees)

7. Budget ~ Expenses (cont.) Expenses • Office Supplies (Postage, Printing) • Professional Services (Insurance, CPA) • Strategic Initiatives(Education Scholarships, Funds for non-officer members to attend State/National meetings • Ways & Means Expenses • Other Expenses:

8. Take your Chapter to New Heights & a Well Planned2008! Enjoy