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Welcome to CFMA’s Chapter PresidentS’ Orientation

Welcome to CFMA’s Chapter PresidentS’ Orientation. April 10, 2014. Introductions. QUESTIONS? Use the chat feature and we’ll answer them At the end of the presentation in the order in which they were received. Chapter President Checklist.

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Welcome to CFMA’s Chapter PresidentS’ Orientation

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  1. Welcome to CFMA’sChapter PresidentS’Orientation April 10, 2014

  2. Introductions

  3. QUESTIONS? Use the chat feature and we’ll answer them At the end of the presentation in the order in which they were received.

  4. Chapter President Checklist • A convenient, month-by-month list of the items you need to know about • Assists with planning at the Chapter level • Education • Conference • Spring Creek • Succession Plans • Membership Renewal • Chapter Affiliation Agreement – affirmation • Chapter Websites

  5. Strategic vs. Operational Boards

  6. New Chapter Benefits STAR Program Support Training And Resources

  7. STAR Program • STAR Program = Support Training And Resources • During the 2014-15 fiscal year, the $3,000 STAR Program funds may be used for the following: • 1. Chapter Administrative Services • 2. Spring Creek registration and/or Travel Expenses • 3. CFMA National Speaker Program • 4. CFMA National Education Programs • 5. Chapter Strategic Planning

  8. Continued Chapter Benefits • Regional Conference Support from CFMA’s Principal Partner • $3,000 in support from Viewpoint • Regional Conference Speaker Subsidy Reimbursement • $500 reimbursement per speaking engagement for oneof five nationally approved speakers • 10% Revenue Share for CFMA’s Weblive Offerings • Chapters receive a 10% revenue share for each Member that attends a Weblive course

  9. Strategic Planning • CFMA Offers FREE Chapter Strategic Planning Sessions • Facilitated by Experienced Staff and Volunteers to Help Guide Decision Making and Planning • Sample Agenda • Customizable to Suit Your Chapter’s Needs

  10. Chapter Connection Program • Connects You Directly with CFMA’s Leadership • Share Concerns, Challenges, and Successes • Communication of Important Events, Resources, and Ideas • You Determine the Frequency of Communication that Works Best for You & Your Chapter • May 16, 2014 – assignments finalized • Chapter Connection Program Mixer, Monday,June 9th at 4:00p

  11. Chapter Summit XII • Saturday, June 7, 2014 from 7:30a-2:00p • Unprecedented opportunity to meet your peers from Chapters across the country • Hear from volunteers, just like you, facing similar challenges and how they are addressing them • “Open Forum” time to discuss the topics that are most important to you in your role as a Chapter leader • Meet and interact with the HQ Staff dedicated to serving your Chapter’s needs

  12. CFMA Principal Partner Resources • Welcome Letter from Viewpoint Construction Software • List of non-product specific resources with the potential to assist you with: • Planning technology education events • Acquiring e-newsletter content • Procuring other communications content • Accessing digital content for your Chapter website

  13. Membership Renewal & Recruitment • Payments to Chapters • Renewals • CFMA HQ efforts • The Chapter’s Role • Recruitment • Marketing collateral available from HQ • Customizable “Top 5” benefits template for your Chapter

  14. CFMA’s Strategic Plan • MEMBER VALUE: CFMA will continually develop and deliver value to members and their companies. • CHAPTER/HQ RELATIONSHIP: CFMA will enhance the member experience by strengthening the Chapter/Headquarters relationship. • EDUCATION: CFMA will be the premier source of education for construction financial professionals. • EXTERNAL RECOGNITION: CFMA will be the source of construction industry financial information and expertise.

  15. FINAL THOUGHTS FROM THE CHAIRMAN

  16. Question & Answer Section

  17. THANK YOU FOR YOUR PARTICIPATION! PLEASE CONTACT CATHY WASNER AT 609-945-2432 OR CWASNER@CFMA.ORG with questions orFOR MORE INFORMATION.

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