1. Planning For Excellence Budget & Finance MEMBERSHIP ORIENTATION October 10-14, 2007 San Antonio, TX Sharon Eddings, PMN SEddings@suddenlink.net 936-788-2006 281-793-5675

2. Chapter Budgets Annual Report Your 1st TO DO ~ Budget Planning  PARTICIPTATE on your Chapters Budget Committee  Use 2007 Budget & YTD info as guide  Use Annual Plan as a guide

3. Chapter Budgets Annual Report WHY?  Gives Governing Board a roadmap to follow based on what has been budgeted for 2008  Puts your Chapter on the right track for planning a successful year

4. Budget ~ What’s Included Revenue  Monies carried forward from previous year(s)  Membership Money (# of Nat’l Members x Local Dues)  Advertiser Money (Annual / Monthly Advertisers)  Ways and Means Money (Money from Chapter Events)  Local Affiliate Memberships (# of Affiliates X Annual Affiliate Dues)  Other Revenue:

5. Budget ~ What’s Included? Expenses  Awards (Member of the Year, etc.)  Bank Service Charges  Discretionary Fund (Flowers, Memorials)  Education (MCE classes, PMN course)  Membership Committee (Orientations, Pins, etc.)

6. Budget ~ Expenses (cont.) Expenses  Monthly Programs (Luncheon Expense)  Newsletters (Printing / Design Cost)  Leadership Development – (Officer Travel to State and National Meetings)  Leadership Orientation (National LO for PE, State MO for officers & committee chairs)  Website (Set-up, Monthly Fees)

7. Budget ~ Expenses (cont.) Expenses  Office Supplies (Postage, Printing)  Professional Services (Insurance, CPA)  Strategic Initiatives (Education Scholarships, Funds for non-officer members to attend State/National meetings  Ways & Means Expenses  Other Expenses:

8. Take your Chapter to New Heights & a Well Planned 2008!