WELCOME TO CFMA’SCHAPTER 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

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

Strategic vs. Operational Boards

New Chapter Benefits

STAR Program

Support Training And Resources

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

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

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

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

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

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

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

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.

FINAL THOUGHTS FROM THE CHAIRMAN

QUESTION & ANSWER SECTION

THANK YOU FOR YOUR PARTICIPATION! PLEASE CONTACT CATHY WASNER AT 609-945-2432 OR CWASNER@CFMA.ORG WITH QUESTIONS ORFOR MORE INFORMATION.