C2C The Chapter Leader Webinar Series Friday August 24th, 2018 Year-End Reports++ C2C The Chapter Leader Webinar Series Friday August 24th, 2018 Recording Link: http://ncmahq.adobeconnect.com/py3skorsk389/

Participating in the Discussion SPEAK UP “Raise your hand” from the top menu bar if you’d like to be unmuted to ask your question out loud. SPELL IT OUT Type your question or comment in the Chat window. The default setting is “to everyone”, meaning your message will be visible to all attendees. Use the small drop-down in the top right corner to start a private chat with the host or an individual attendee.

Jessie Burgess Tanya Russick Luci Blodgett

General Announcements Outstanding Chapter Volunteer Award The deadline to submit nominations has been extended to September 30, 2018 Chapter Grant Applications PY2019 The grant applications are due August 31st, 2018 Winter Chapter Leader Summit December 2nd, 2018- Held in conjunction with Government Contract Management Symposium

Year-End Reports Year-End Reports Available in two locations: Chapter Leader Resources Page (under Monthly Announcements) Direct Link: https://www.ncmahq.org/connect-with-peers/local-chapters/chapter-leader-resources/chapter-forms Chapter Leaders Forum on Collaborate Direct Link: http://collaborate.ncmahq.org/communities/community-home/librarydocuments?communitykey=c4158415-cb50-4ee5-9ba4-b52c497bc796&tab=librarydocuments

Year-End Reports Executive Summary Officer Roster (due May 15) All chapter officers must be current NCMA members. Submitting your officer rosters is required for officers to start receiving chapter officer communications and access to restricted resources (like the rosters, and the private community on Collaborate). Executive Summary New this year: the Chapter Excellence Award application immediately follows the executive summary form (in the same document). The executive summary is still required, but the award application is optional. We encourage you to think of the application as an extension of the summary, or a chance to provide more details demonstrating what made your chapter *excellent* this year. Annual Audit (checklist) Must be performed by a non-officer. https://www.ncmahq.org/connect-with-peers/local-chapters/chapter-leader-resources/chapter-forms

Year-End Reports Chapter Bylaws There were no new changes required by the national Board this past year. If your bylaws were approved at the end of PY2017, no updates are necessary. Please submit with the rest of your year-end reports even if there were no changes since last year. Conflict of Interest Policy New officers must read and sign the Conflict of Interest policy. Copies should be retained by the chapter Secretary. (They do not need to be submitted to headquarters.) https://www.ncmahq.org/connect-with-peers/local-chapters/chapter-leader-resources/chapter-forms

Financial Report Financial Report Must reflect June 30 balances in all accounts. Checks (or other payments) that have not cleared by June 30 should not be included. PDF of final bank account statement(s) must be attached.

Financial Report The financial report is prepared on a cash basis. The IRS requires the dates of July 1st – June 30th for the tax year. The beginning balance must match the ending balance of the previous year.

P3 Supplemental Disclosures Financial Report P1 Financial Summary P2 Account Balances P3 Supplemental Disclosures P4 Signature P5 Group Return

Financial Report TIPS FROM ANGIE Use the current financial report template. Please be detailed in the supplemental disclosure responses. Don’t omit any chapter accounts – checking, savings and PayPal, etc. should be included. Please attach bank statements reflecting June 30, 2018 balances. Double check – does your beginning balance match your ending balance from last year? If you list any amounts under “Other Expenses” or “Other Revenue”, please explain in the supplemental disclosures.

Questions? “Raise your hand” if you’d like to be un-muted to ask a question. Not connected by phone? Type your question in the chat window. We’ll read and answer as many as possible. Ask the chapter relations team OR ask each other.

CONTACT HEADQUARTERS 800-344-8096 Member & Chapter Relations Department Education Department chapterrelations@ncmahq.org learningcenter@ncmahq.org Add an event to the calendar Plan your NES. Changes to chapter leadership Submit attendance rosters for webinars/NESs Request your chapter WBNR/WOD comps Request brochures and marketing materials to use at chapter events Quick Links Chapter Rosters: memberservices@ncmahq.org https://www.ncmahq.org/connect-with-peers/local- chapters/chapter-leader-resources/my-chapters General assistance with membership dues, logins, or purchases Chapter Templates & Forms: Chapter affiliation changes https://www.ncmahq.org/connect-with-peers/local- chapters/chapter-leader-resources/chapter-how-to- information Confirm membership status awards@ncmahq.org Submit or check status of an application for an NCMA award Collaborate: http://collaborate.ncmahq.org/home

Tanya Russick Luci Blodgett Jessie Burgess General Inquiries Director, Member & Chapter Relations and National Secretary 571-382-1124 tanya.russick@ncmahq.org Luci Blodgett Member & Chapter Relations Team Lead 571-382-1103 luci.blodgett@ncmahq.org Jessie Burgess Member Services Specialist 571-382-1121 jessie.burgess@ncmahq.org General Inquiries 1-800-344-8096 ncma@ncmahq.org chapterrelations@ncmahq.org