1. ARMA International 2008 Region Leadership ARMA HQ and Your Chapter: Resources for Success Trevor Mitchell Manager of Member Services

2. What we’ll cover Overview of ARMA International Member Services Communications Leadership Development Recruitment Initiative Future Resource Development Brainstorming Session

3. ARMA Structure and Governing Documents IRS - 501(c)(6) ARMA International, its chapters and regions are not exempt from paying sales tax. ARMA and all chapters/regions are not-for-profit organizations; as such, they are liable for paying state/local sales tax. ARMA is NOT considered a non-profit organization, which would be exempt from paying sales tax on any purchases (for example: Red Cross is a non-profit thus do not have to pay sales tax).

4. “Not-for-Profit” What does it mean? The primary goal of the organization is to fulfill the needs of its members, rather than produce profits for owner/investors. It does not mean the organization should not make a profit. It can and should produce a surplus of revenues over expenses – the surpluses must be used to enhance the position of the organization and its mission.

5. ARMA and its Chapters and Regions: Chapter is a “subsidiary” of ARMA Int’l – issued a charter by ARMA More than 11,000 members worldwide 11 Regions (9 North America) –Region Managers –Region Coordinators –Treasurers 120 Chapters –Chapter Board/Officers (top 4 required) –Committees, task forces, etc –Members

6. Insurance and Taxes –Insurance implications Covered under ARMA General Liability up to $1 mill per occurrence (Chapters and Regions) Directors and Officers Liability (Regions only) HRH Broker (new contact info) –Barbara Henry, barbara.henry@HRH.combarbara.henry@HRH.com –(800) 258-9099 –Tax implications Form 990 – filed with ARMA’s group tax return

7. Communications –Chapter Connections –Weekly E-mails New members, lapsing members weekly Be sure your server will receive message from arma.org exchange

8. Communications / Reports –www.arma.org/lrwww.arma.org/lr Reports login: armachapters 500600 –Membership Reports Chapter Lists Member comparison report Escrow Report –New Association Management System Winter of 2008

9. Chapter Visit Checklist New as of May 1, 2008 Region Manager and Coordinator chapter visit program Discussion outline Barometer of Chapter successes and concerns

10. Leadership Academy Online Courses –“Personal Leadership Skills” 11 online modules 30-45 minutes per module Quiz at end of each module – 80% to pass 6.5 ICRM credits pre-approved –“Personal Business Skills” Next level of online courses – Fall 2008 –www.arma.org/lrwww.arma.org/lr Login = Member i.d. number Password = ARMA

11. Leadership Academy 2008 Region Leadership Conferences “From Conflict to Consensus” Dale Mask, Alliance Training and Consulting 2008 ARMA Conference in Las Vegas “Strategic Planning: Good to great!” William Kay, W. Kay and Associates Saturday, October 18, 2008 8:00 to 3:00 p.m. Not ICRM pre-approved

12. 2008 Conference Leadership Meetings –Saturday, October 18, 2008 “Strategic Planning: Good to Great” 8:00 a.m. to 3:00 p.m. RSVP required – not ICRM pre-approved –Sunday, October 19, 2008 12:30 to 5:00 p.m. – ARMA/Region/Chapter specific sessions –“Bootcamp” for new leadership 5:00 to 6:00 p.m. -- region receptions/networking –Las Vegas Hilton Hotel

13. Grants –Leadership Training Grant Two per region, apply in Spring $400 subsidizes travel to attend summer Region Leadership meeting –Chapter Speaker Grant $500 to help defray cost of quality speaker at Chapter meeting/seminar 25 per fiscal year – ongoing throughout year –Applications in handouts –Applications available at arma.org/lr

14. Spring Recruitment Campaign Chapter prospect lists –3,000+ prospects from 35 chapters in 2008! –6,000+ from ARMA database and 2007 chapter submissions -- total mailing 9,000+ –April 1 through August 1 new members to ARMA and Chapter -- $$ rewards! Direct Mail Campaign –Two post cards, One letter Annual event

15. Spring Recruitment Campaign

17. Marketing Your Chapter Refer to Leadership Resource area of website at www.arma.org/lrwww.arma.org/lr –Online webinar SWOT analysis Talking the talk Building your prospect list Goals Branding and logos

18. LOGO Use Using the ARMA International brand No longer referred to as “Association of Records Managers and Administrators” –*Except in legal documents, i.e., Bylaws Logo can be incorporated into your design if it does not alter the logo ARMA Int’l logo cannot be used alone to promo a chapter program without prior permission

19. Chapter Leadership: We Listened! Region Activity Reports and Survey –Education/Speaker Database –Chapter Operations “e-Handbook” Formerly Chapter Handbook –Online chapter selection process –Website hosting Investigating options –Leadership Academy –Volunteerism, aka, Board Burnout! –Getting young members involved!

20. “Virtual” Chapter Meetings Record your seminars/programs Send to HQ HQ will edit/digitalize and make available online Members only Limited time period to view Jeff Randolph, jrandolph@arma.org

21. Volunteerism/Succession Planning Brainstorming session Success stories What can ARMA do to assist?

22. Young Professional: How to Engage Them Brainstorming session Success stories What can ARMA do to assist?

23. Who to Contact in Member Services Tom Killam, Director, tkillam@arma.org; 888-299-4319tkillam@arma.org –Region and Chapter questions; Leadership development and training; strategic and succession planning; HQ/Region/Chapter inquiries Trevor Mitchell, Manager, tmitchell@arma.org; 888-298-7376tmitchell@arma.org –Chapter Operations; Roster concerns; Chapter leadership concerns –Bylaws, chapter organizational questions –Chapter Escrow –Awards program Michael Logan, Representative, mlogan@arma.org; 888-299-7719mlogan@arma.org –Individual member concerns, dues payments, membership data issues for specific individual –Questions about missing members on rosters Complete HQ staff listing in handouts

24. Thank you!