New Jersey

The Future of IAPP

Tom Bohn, CAE

AGENDA

Primary Drivers for Staff and BOD:1) What’s In it For You?2) How do We Build the Profession?

What we are Focusing On:• Education• Website• Membership• Certification• Advocacy• AP Matters• Volunteer Engagement• Staff Team

Website

WEBSITE

What’s In it For You?:

Key Web Initiatives:

1) Overhaul our website with core features including:a. Expanded tools and resourcesb. Match and Exceed TAPN’s resourcesc. Easy to use interface: Distinction between

members and non-membersd. Robust ‘knowledge’ search engine.e. Streaming RSSf. Tie in to new AMS and Financial Systemg. First page on Google for key searches.

Home Page

WEBSITE

Where We Are:a. Expanded tools and

resources: DONEb. Match and Exceed Any Web-

Base AP Resources: DONE*c. Easy to use interface:

Distinction between members and non-members: DONE

d. Robust ‘knowledge’ search engine: DONE

e. Streaming RSS: DONEf. Tie in to new AMS and

Financial System: DONEg. First page on Google for key

searches: DONE

Website Traffic

Average daily unique visitors 68 620 900% Average total visitors 121 833 688%

According to Google Analytics IAPPNET.ORG is the Web’s Number One Searched Site for AP Related Information!Only Live for 4-Months!

Old site New site % Increase

WEBSITE

Resource Center

WEBSITE

1) Over 350 tools, White papers, surveys and more.

2) Updated Weekly.

3) New Campaign for members who share resources—all expense paid Forum.

Career Center

WEBSITE

Special AP Career Center, hundreds of up-to-date listings.

New articles and resources from Robert Half. Post Resume.

Social Networking

WEBSITE

But there is more to come! Personalized ListServ and Bulletin Board Technology in one system. Ap E-Groups!Linked-In Group.

AP Calendar

WEBSITE

Calendar that consolidates all AP events—Chapters, IAPP, and Partners!

Annual Forum

FORUM

You Asked for Changes:1) 115 Work Shops (75% Brand New Topics/Leaders).

2) 10 Tracks.

3) Six Well Known “Key Note” Speakers.– ESPN’s Lee Corso – Opening Reception Speech (Sunday) – – MSNBC’s Chris Matthews – Opening Keynote Speaker (Monday AM) – name

recognition / political implications after the election – Andy Andrews “The Travelers Gift” – Keynote Speaker (Tuesday PM) –

leadership / motivational – Michael Treacy “Harvard Expert on Outsourcing” discusses what's next for AP

– Keynote Speaker (Wednesday AM) – customized outsourcing / off shoring with a Q&A moderated panel

– Kevin King/Humorist – Keynote Speaker (Thursday AM) - communication – CNN’s Soledad O’Brian – Closing Keynote Speaker (Thursday late AM) –

name recognition & diversity

4) Facilitator Training Course Offered in February (WEB-X) and During Pre-Conference Workshops to improve session delivery.

5) 20 Possible CAPP Points (16 in 2008)/20 CPE’s.

6) Healthcare and Retail Workshops.

7) Pushing Attendance with Early Bird Special, TAPN Discount, big marketing push.

Products and Services

EDUCATION:1) Four group live seminars in partnership with other providers. (Each site to have

minimum of four courses. )2) Add 12-new custom webinars that are tied to the most popular workshop topics

offered at the previous Forum. Third Thursdays!

CERTIFICATION/EDITORIAL:1) Rewrite and publish the CAPP study guide. 2) Update CAPP Exam. Big marketing push. 3) Update and publish the “Benchmarking” and “Salary” Surveys. 4) Update AP Matters with expanded/ custom editorial. 5) New Bi-Monthly E-Mail Member Newsletter.

PROFESSIONAL GUIDANCE:1) Create a set of AP “Official Standards” and Code of Ethics.

ADDITIONAL INITIATIVES:1) Educational Needs Assessment . 2) On-line Study Program. 3) Fraud-related initiatives (Webinars, Seminars, Articles, Book). Sold-Out

Training the Way You Need It:

Seminars & Webinars

EDUCATION

Seminars - Deliverables include:

Seminars include AP Best Practices, Compliance & Tax Training. New topics to be added including Leadership Skills and Detecting Fraud in AP.

Webinars – Deliverables include:

FREE! – Third Thursday webinar program was kicked off in October 2008 and have already expanded capacity due to demand.

Fee-based – In partnership with Peter Goldmann, developed a series of five-bimonthly webinars at $50 each or $200 for the bundle. (Program will begin in January and will run through September 2009).

In Partnership with…• Chris Evanoff (Soltec, Inc.)• Sean Evans (DuCharme, McMillen, & Associates, Inc)• Chris Doxey (Business Strategy, Inc.)• Peter Goldmann (White Collar Crime 101, LLC)

On-line Study Program

EDUCATION - CERTIFICATION

SmartPros offers custom training and education programs for banking, insurance and investment professionals. Over 300 online courses are available.

Deliverables include:

All you can learn subscriptions to hundreds of courses at discounted rates. SmartPros are sponsored by NASBA and are approved for CPE and

CAPP/CAPA credits. This program is available through our new website and offers courses in

various areas of Finance, Accounting, Tax and much more.

In Partnership with…

On-line Study Program

Can buy one course or “all access” package.Receive CPE’sIAPP receives 40% of sale.Offered at 35-50% lower than retail.

Publications

AP MATTERS

Expanded LengthNew Departments including AbagnaleMore Original contentUpdated DesignIncreased Advertising

Membership

MEMBERSHIP

The key to any associations success is its ability to grow and retain members. In 2008-09 we will:

1) Achieve an 85% retention rate.

2) Add 1700 new members.

3) Set foundation to double in size within 5 years.

Key Initiatives:

1) Create a member satisfaction survey that also includes questions that allow us to prospect for new services that hold value to our members. Re-measure at year-end.

2) Create a Group Membership structure.

3) Develop and Implement a plan for government AP members.

4) Develop/implement a comprehensive membership growth system with:• Automatic Enrollments

What’s In It For You:

Membership Trends

Group Memberships

GROUP MEMBERSHIP

73 New Group Memberships/Companies have signed including Wal-Mart, Lowes. Cost effective way to include more AP Professionals.Group’s Receive Forum Discounts, and other added benefits.

Advocacy!!!

MEMBERSHIP and ADVOCACY

New Campaign will appeal to AP leaders AND CFO’s/Controllers.Core Advocacy Campaign..In addition to direct mail will be featured in CFO Magazine, AFP, FEI and Web.

CFO Advocay

MEMBERSHIP and ADVOCACY

CFO Campaign Premium Direct Mail

MEMBERSHIP and ADVOCACY

Kits to be delivered to non-member Fortune 1000.Other “High-Priority” recruitment targets.

Volunteer Engagement

•Increase opportunities for volunteer engagement and make leadership selection process transparent.

Certification: CAPP and CAPA

Broad Changes to Program Including:

Aggressive Promotion to CFO’s, Controllers, etc.

Not tied to membership.

Easier to meet on-going education needs. 1 CPE equals one CAPP.

On-line exam prep.

Trust but verify (Sometimes)! Every three years.

Updated Exam Content/CBOK

IAPP Board

Eric Jones, CPA---Lowes Corporation: ChairmanDan Valha---Walt Disney World: Senior Vice ChairmanWilliam Lowman, Esquire---Shuffield and Lowman: TreasurerRobin Cadden---AAA: SecretaryJoyce Larkins, CAPP---Legacy Health System: Vice Chair, CertificationMichael Mallon---Northeastern University: Vice Chair, EducationKathy Kearney---Costco: Vice Chair, MembershipJill Farina, CAPP---Aurora Health Care: MemberThomas Bohn, CAE---IAPP Executive Director

IAPPIAPPTom Bohn, Executive Director/CEOTom Bohn, Executive Director/CEO

SHARED SERVICESSHARED SERVICESBUSINESS DEVELOPMENTBUSINESS DEVELOPMENT

& KNOWLEDGE MGMT& KNOWLEDGE MGMT

KEN BROWNDirector, Shared Services

CONNIE SQUILLAROEducation Manager

TRACI BARBARLC Admin

MEMBER NETWORKINGMEMBER NETWORKINGAND ADMINISTRATIONAND ADMINISTRATION

TABATHA ASHLEEAF Specialist

JENNIFER JENKINSDirector, Member Networking

and Administration

JO-EL LABORDEDirector, Business Development

& Chief Learning Officer

KIMBERLY CHATFIELDMembership Manager

Cathy BassEducation Specialist

MEMBERSHIPMEMBERSHIP

TRAININGTRAINING

ANNUAL FORUMANNUAL FORUM LOCAL CHAPTERSLOCAL CHAPTERS

MELISSA MCNEELYNetforum Specialist

LAUREEN ALGIEREditor-in-Chief

MICHAEL DYEIT Systems Specialist

TINA KIDDAdvertising & Exhibit

Manager

SHEREE SHEAREYBookkeeper*

ADVERTISING/ADVERTISING/EXHIBITSEXHIBITS

IT / WEBIT / WEB

ASHLIE CLARKAdvertising & Exhibit

Admin

Elizabeth WagonsellerCertification and Resource

Center Manager

SAM CYPRESSCertification Specialist

CERTIFICATIONCERTIFICATION

*Contracted*Contracted

MARKETINGMARKETING

Joe SternGraphic Designer

ONLINE COMMUNITIES*Open

Receptionist

The Team

Questions?