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Thrive! Tips for Running a Successful Local Association Presented by Anne C. Ruddy, CCP © 2010 WorldatWork. All rights reserved.

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Presentation on theme: "Thrive! Tips for Running a Successful Local Association Presented by Anne C. Ruddy, CCP © 2010 WorldatWork. All rights reserved."— Presentation transcript:

1 Thrive! Tips for Running a Successful Local Association Presented by Anne C. Ruddy, CCP © 2010 WorldatWork. All rights reserved.

2 For this Session Take off your HR hat Put on your association executive hat

3 Today’s Agenda Effective governance Financial viability Building and sustaining your association’s value Keeping out of trouble!

4 Effective Governance Good bylaws are not static and provide essential guidance Manageable board size and rotation Succession planning for officers Conflicts of interest Keep good records of important documents

5 Questions About Good Governance ?

6 Financial Viability Diversify revenue streams Pricing that reflects the value of membership Build and use reserves appropriately

7 Building and Sustaining your Association’s Value Know the audience you want to serve Assess needs through surveys and community feedback Evaluate individual program quality Be selective about your partners

8 Polling Questions: Have you identified the audience your association serves?  Yes  No How do you evaluate you target audiences’ needs and program relevance?  Add selections

9 Questions About Financial Viability ?

10 Keeping Out of Trouble Adhere to IRS requirements and filings for non-profits  EIN and tax exemption  Disqualified persons  UBI and taxes Respect copyrights and permissions

11 ? Questions About Financial Reporting Objectives

12 Resources Local Network Leadership Matrix Non-Profit Risk Management Center Web Sites


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