Presentation on theme: "National Financial Secretary Report 2011-2013 Syn-LOD June 18, 2013 Lady Vynessa Alexander."— Presentation transcript:
National Financial Secretary Report 2011-2013 Syn-LOD June 18, 2013 Lady Vynessa Alexander
Top Ladies of Distinction, Inc 2 Office of National Financial Secretary National Financial Secretary –Lady Vynessa Alexander Vynessa.email@example.com firstname.lastname@example.org Asst National Financial Secretary –Lady Natasha Goode email@example.com
Top Ladies of Distinction, Inc 3 Financial Report Highlights Report of monies received: –Fiscal Year 2011-2012 : $363,884.41 –Fiscal Year 2012-2013: $584.938.49 All funds are categorized as listed on detail report
Top Ladies of Distinction, Inc 4 Membership Summary FY 2011-2012 Total Membership – End of Fiscal Year Comparison –Lady- Inductions and Reactivations – Over the Period Inductions: Reactivations –2011-2012: 157 2011-2012: 24 –2012-2013: 2522012-2013: 32 –Note: - Average number of Ladies over a three year period is 2758 –Teens average 3000/ with an average of 950 inductions each year Member Type FY 2012-2013 FY 2011-2012 FY 2010-2011 Chapters109107103 Ladies263728012836 Teens289231153202
Top Ladies of Distinction, Inc 5 Chapter Summary 2011-2013 Period Increase in Chapters –2011 - 103 –2013 - 109 –6 New Chapters 3 Newly Chartered Chapters: Washington DC, Southern Maryland, Central Texas 3 Pearland, Las Vegas Crown Jewel, Kentuckiana –Actual functioning numbers are 98-100 –8 chapters inactive- no activity –3 functioning with less than 10 Teens
Top Ladies of Distinction, Inc 6 Conference Registration Syn-Lod Registration – as of June 17 –Total Ladies 355 –Total Lords 36 –Total Teens 170 –Chaperones 4 **(non-ladies) –Vendors 9 –Guests/Presenters7 *** Grand total on site: 581
Top Ladies of Distinction, Inc 7 Conference Registration Teen Advisors 64 Area Breakdown – as of June 1, 2013 Area Ladies - Reg Ladies - PTOP Teen Advisors Total LadiesLordsTeens Chaper ones Total Onsite% of Total I12514251641487 26547% II389754101718215% III257436214 529% IV36554642017113% V183829024 539% VI175426182377% 2594353355311704560
Top Ladies of Distinction, Inc 8 Conference Registration Chapters Not In Attendance –Ladies – All 24 not in attendance, 22% of the total chapters –Ladies – Functioning Chapters 18 - not in attendance, 17% of the total chapters –Teens 54 not in attendance, 50% of the total chapters –Teens Functioning Chapters 47 not in attendance, 44% of the total
Top Ladies of Distinction, Inc 9 Accomplishments – Fiscal Period 2011-2012 Introduced Webinars to train on forms usage and report preparation Conducted workshops on financial procedures and policies for TLOD /TTA at Area Conferences Implemented regular communications on Membership Status –Induction Reports –Chapter and Member Status Report Standardizing Credential process and tools across all Areas Implementing New Streamlined Credential process at Syn-Lod Online Registration for Teens All Forms redesigned and work instructions created !
Top Ladies of Distinction, Inc 10 2011-2013 Objectives & Goals Objective: Increase Operational and Financial Processing Efficiency Goal 1: Revise, update, and create financial forms and processes for the efficient operation of the organization. –TLOD/TTA Induction forms, process, and TLOD Transfer form Target: Live Nov 2011 –Annual Membership Dues Process / Reinstatement Process Target: Live Jan 2012 –National to Area Reimbursement/ Member Status Tracking Target Live Jan 2012
Top Ladies of Distinction, Inc 11 2011-2013 Objectives & Goals Objective: Increase Operational and Financial Processing Efficiency Goal 2: Implement Automated Event Registration –Online registration and fee collection – Pay Pal, Credit Cards Target: Phase 1 – PTOP 2012- Phase 2 – Syn-Lod 2013 –Progress: Change in approach – will implement online registration and forms completion for Teens for Syn lod 2013 Taking alternative forms of payment is related to banking relationship and account updates that are pending.
Top Ladies of Distinction, Inc 12 2011-2013 Goals Goal 3: Implement Member Tracking Technology –Investigate association management software for dues collection and member tracking Target: RFP (Requirements Definition) – March 2012 Recommendation: PTOP 2012 – Moved to Next Year 2013 Goal 4: Investigate and Implement alternative methods for credentialing for Syn- Lod 2013 Target: Identification of alternative tools – June 2012 –Progress: - Pending further financial review Implement pilot for PTOP 2012 – Delayed to Syn-lod 2013 Goal 5: Improve frequency and quality of communication with financial officers –Initiate regular quarterly calls with Area financial teams –Engage Area teams in validation of process improvements and rollout processes for new forms, etc –Area engages local Financial teams in processes