1. Accord 2013 November 28, 2012

2. Agenda Purpose of Accord Materials –Location –New Items –Collection –Submission Deadlines Assistance

3. Purpose of Accord Board Policy Maintains Liability and D&O Insurance –If you’re not in Accord, you’re not covered! Communicates with IHQ Benchmarking U.S. Chapters Maintain 501(c)(3) Status

4. Materials – Location

6. _____ 2013 Chapter Leadership Form (due date is DECEMBER 17, 2012) _____ 2012 Chapter Activity Report _____ 2012 Chapter Program Schedule (Including month, program, title, speaker) _____ Warranty Statement _____ Conformance to Bylaws _____ Proof of active status of the chapter’s corporation _____ 2013 Chapter Affiliation Agreement Review _____ 2012 Financial Statement or Summary _____ Branding Policy _____ U.S. Chapters Only – IRS Form 990, 990-EZ or 990-N _____ Canadian Chapters Only – Form T2 or T2 Short

7. Materials – Location Online forms: –2013Chapter Leadership Form (due: DECEMBER 17, 2012) –2012 Chapter Activity Report –Warranty Statement –Conformance to Bylaws –2013 Chapter Affiliation Agreement Review –Brand Protection Provided by the chapter: –2012 Chapter Program Schedule (Including month, program, title, speaker) –Proof of active status of the chapter’s corporation –2012 Financial Summary or Statement –US Chapters Only – IRS Form 990, 990-EZ or 990-N –Canadian Chapters Only – Form T2 or T2 Short

8. Materials – Collection Complete the Chapter Leadership Form Have the 2013 president sign: –Warranty Statement –Conformance to Bylaws –2012 Chapter Affiliation Agreement Review –Brand Protection –Canadian Chapters – Contract for Services Complete the online chapter activity report Collect 2011 financial summary and program info Verify submission of 990 or T2 (through chapter or IHQ )

9. Materials – Submission Send all materials together with a copy of the checklist Email to chapter.accord@afpnet.orgchapter.accord@afpnet.org Receive confirmation!

10. Deadlines Monday, December 17 – Chapter Leadership Form due January 15 – All other materials due at IHQ All materials must be RECEIVED at IHQ by close of business on these days Required to receive the 2013 Ten Star Award (awarded in 2014)

11. Help Accord Instructions Accord Checklist Taryn Gold tgold@afpnet.orgtgold@afpnet.org or 800-666-3868 x452 Margie Bennett mbennett@afpnet.orgmbennett@afpnet.org or 800-666-3863 x487 Heba Mahmoud hmahmoud@afpnet.orghmahmoud@afpnet.org or 800-666-3863 x486

12. Questions?

13. Thank you for all you do for AFP!