1. Welcome to CFMA’s Chapter PresidentS’ Orientation
April 6, 2017

2. Introductions

3. More Than 8,000 Members Strong!
For the first time in CFMA’s history, we have more than 8,000 members
95 chapters in the US and Canada

4. CFMA’s Strategic Plan
MEMBER VALUE: Members will regard CFMA as the essential construction financial resource, and CFM's will be viewed as leaders in the construction financial industry and an indispensable part of their companies' leadership team.
COMPANIES: Companies will recognize the significant value of CFMA education and engagement as an essential investment in their success.
CHAPTER RELATIONS: CFMA chapters will be vibrant, growing and viewed by stakeholders as the best local educational and networking resource for construction financial professionals.
EXTERNAL RECOGNITION: CFMA will be the recognized authority in advancing sound financial and accounting practices in the construction industry and the leading resource for education and financial information.

5. Strategic vs. Operational Boards

6. Strategic Planning
CFMA offers FREE chapter strategic planning sessions
Facilitated by experienced staff to help guide decision making and planning
Customizable agenda to suit your chapter’s needs

7. Sample Strategic Planning Agenda
SWOT Analysis
Chapter Committees
Structure of the Board of Directors
Role of the Board of Directors
Chapter Succession Plan
HQ Support
Setting Goals
To Do List

8. Chapter Bylaws Review bylaws once a year
Are you operating as stated in your bylaws?
Terms of office
Nominations/elections
Size of board
General/Associate ratio of board members
Re-write your bylaws
Include date

9. Chapter Committees
At a minimum, each chapter should have a Program Committee and a Membership Committee
Committee structure
Chair could be on the board
Committee members should not be board members
Committee descriptions
Board should not be doing the committee work

10. Succession Does your chapter have a succession plan?
Does your chapter have a handoff policy to the next Chapter President?

11. CFMA Logo Usage Logo usage guidelines Unique chapter logos
No longer allowed
Logo exception list

12. Support Training And Resources for your chapter
STAR Program
STAR Program
Support Training And Resources for your chapter

13. STAR Program $3,000 annual chapter subsidy
CFMA’s Executive Committee has agreed to guarantee the STAR Program for the next 3 years
Funds in reserve
Chapters can initiate longer term plans

14. STAR Program
During the fiscal year, the $3,000 STAR Program funds may be used for the following:
Chapter Administrative Services expenses
Chapter Marketing expenses (tradeshow expenses, brochures, ads, promotional materials, etc.)
Chapter Educational session expenses (instructor, facility, workbooks, etc.)
An educational session outside of a regular chapter meeting offering more CPE than a chapter meeting and longer in length than a chapter meeting
CFMA Speaker Program and CFMA Education Programs
Chapter Strategic Planning expenses (facilitator, facility, food & beverage, etc.)

15. Why Hire a Chapter Administrator?
“This position is an essential function within our chapter. I don't know if we could manage without one.”
“Having an administrator has proven to be an extremely valuable add for our members.”
“Our administrator has been employed for a long period of time. This is a great asset when it comes to needing historical information and someone who is dependable and can foresee what is coming up on the schedule based on past experience.”

16. Resources for Hiring a Chapter Administrator
Available on the STAR Program page
Sample list of job duties
Sample RFP
Sample contract

17. STAR Program

18. CFMA Speaker Program
Anirban Basu
Economic Updates
Customized Per Region & Industry Classification
James Benham
Construction Technology
How Drones, Sensors & Integrated Apps are Rewriting All the Rules
Who Are Your Allies? The Big Cloud, Local Data Threats and Managing Risk in 2017
Charlie Kimmel
Recruitment & Retention
Employee Recruitment & Retention – A Unique Perspective
Jim Schug
Retention Industry Trends
Hiring & Retaining the Right People
Past, Present & Future: How Contractors Succeed & Which Trends Are Emerging for the Future
Sally Spencer-Thomas
Mental Health & Suicide Prevention
Mental Health Promotion & Suicide Prevention: Breaking the Silence & Create a Caring Culture
Five of the industry’s top speakers are ready to present at chapter events and Regional Conferences and, through CFMA, these Speaker Program services are offered at a discount. (STAR Program Fund Eligible)

19. CFMA Conference Speaker Program
ERISA Fiduciary Risk Mitigation & Training
Sam Henson, Lockton Retirement Services
Advanced Session: Anatomy of a
Surety Bond Claim-The Underwriter’s Story
David Pesce CCIFP, Senior VP,
Navigators Management Company
How to Create an Organization of Highly
Engaged Employees Who Think & Act Like Own
Garrett Sullivan
Employer Health Care Deconstructed:
The Shifting Tectonic Plates
Christian Moreno, Vice President Lockton Companies,
Lockton Dunning Benefits
Suicide Prevention Summit
How to Guide is also Available
Speakers to be Provided by CFMA
Advanced Session - Work-Life Balance:
Bringing Out Your Best at Work & Home
Vanessa Kiley, President, Kiley+Co
Direct from CFMA’s Annual Conference & Exhibition, these highly-rated sessions/speakers are available for chapter events and Regional Conferences. (STAR Program Fund Eligible)

20. Chapter Classroom Course Timeline
Section I – General Info (8-10 weeks before)
Create brochure to be sent to chapter for distribution and send to chapter coordinator for edits; final copy to chapter coordinator for distribution
Section II – Paperwork for Instructors (8 weeks before)
Send User Agreement to each instructor and request Bio Sample
Section III – Instructor Guides (6-8 weeks before)
Create Instructor’s Letter
Section IV – Workbook Mailing (2 weeks before) chapter coordinator asking how many workbooks they will need Sample
Section V – Returned Material
Record how many workbooks were returned

21. CFMA Chapter Classroom Courses (Price per attendee – STAR Program Eligible)

22. Chapter CPE Assistance
Electronic CPE Delivery
Services Provided
Review of all NASBA Requirements
Session(s) Online Setup
Electronic Session Evaluation(s)
to all Attendees Next Business Day!
Electronic Certificates, Summary Session Evaluations and Online Repository for CPE

23. Chapter Blended Learning
Available Programming for Chapter Blended Learning
The BASICS of Construction Accounting
A 360° View of Your WIP
Work In Process: A Deep Dive and Advanced Perspective of WIP
CCIFP Overview Seminar
Financial Management Essentials for Non-Financial Managers and Construction Project Leaders
Cash Management Series
Treasury Management Series
Contracts 101
Risk Management
Construction Financial Manager Series
These chapter blended learning recorded courses are available for chapter events. (STAR Program Fund Eligible)

24. Chapter Connection Program
Connects you directly with CFMA’s Executive Committee
Share concerns, challenges, and successes
Communication of important events, resources, and ideas
Connections finalized by the end of April
Meet your connection at the conference

25. Chapter Summit Saturday, June 3 from 8:00am-2:00pm
Opportunity to meet your peers from chapters across the country
Hear from volunteers, just like you, facing similar challenges and how they are addressing them
Open forum time to discuss the topics that are most important to you in your role as a chapter leader
Meet and interact with the HQ staff dedicated to serving your chapter’s needs

26. CFMA at Spring Creek Each chapter can send an officer FREE of charge!
No cost for registration
Travel expenses will be reimbursed (roundtrip coach airfare, airport parking, transportation to/from airport)
October or October 18-21
Carefree Resort and Conference Center in Carefree, AZ

27. Membership Renewal & Recruitment
Chapter dues collected by CFMA Headquarters
Renewals
CFMA HQ efforts
The chapter’s role
Recruitment
Marketing collateral available from HQ
Customizable “Top 5” benefits template for your chapter

28. Membership Builder Chapter demographic data Member information
Member renewal data
Information on past chapter members

29. Affinity Programs

30. Chapter Websites
If someone went to your website would they think your chapter is inactive?
Is your officer list current?
This is not automatically updated by CFMA
Are upcoming events listed?
Are you directing members and potential members to your website?

31. Chapter Websites

32. Chapter Websites
Let CFMA Headquarters know who your chapter’s website administrators should be, your website administrators can:
Add chapter events to the chapter calendar
Events will also appear on the main CFMA calendar
Make minor changes
CFMA staff can help with more difficult updates

33. Chapter Benchmarking and Awards
One tool for awards and benchmarking
Online submission
Excel worksheet available to track information
5 tiers based upon chapter size
Chapter of the Year
Awards given at CFMA’s Annual Conference & Exhibition
Benchmarking data shared with all chapters

34. Chapter Benchmarking and Awards

35. Chapter Showcases
Chapter event to be shared at CFMA’s Annual Conference & Exhibition in June
Submissions were due on March 31
12-20 Photos
Write-up of the event
Each Showcase will be about 90 seconds
Share via Dropbox –

36. Construction Industry Alliance for Suicide Prevention

37. Alliance Members

38. Suicide Prevention Summits
April 20 – Corona, CA (Inland Empire, Orange County, San Diego Chapters)
April 25 – Grand Rapids, MI (Western Michigan, Lansing, SW Michigan Chapters)
August 17 – Middle Tennessee Chapter
Past Summits
Valley of the Sun, Charlotte, Portland, Chicago

39. Suicide Prevention Chapter Meeting Topic
Utah
Northwest Ohio
Central Ohio
Middle Tennessee

40. Suicide Prevention
Resources available for planning a summit or a chapter meeting on Construction Industry Alliance for Suicide Prevention web page
Contact Cathy Wasner,

41. Suicide Prevention

42. CFMA Principal Partner Resources
Welcome Letters from Viewpoint Construction Software and BKD CPAs and Advisors, LLP
List of specific resources with the potential to assist you with:
Should Your Organization Consider the Cloud?
Closing the Gaps in your Accounts Payable Workflow Process
Succession & Exit Planning for Business Owners: The Inside Story of Selling a Private Company
Cybersecurity in the Industry

43. Regional Conference Support
Regional Conference Support from CFMA’s Principal Partners
$3,000 in support from Viewpoint and $3,000 in support from BKD
Regional Conference Speaker Subsidy Reimbursement
$500 reimbursement per speaking engagement for one of four speakers in the CFMA Speakers Program

44. Helping Your Chapter CFMA Headquarters can help with:
Meeting notices and flyers
E-blasts to surrounding chapters
Sample meeting topics
You can help CFMA Headquarters by:
Providing your Officer, Board, Committee Chair list
Keeping members contact information updated

45. FINAL THOUGHTS FROM THE CHAIRMAN
Samantha Hutchison, CCIFP

46. QUESTIONS? Use the chat feature and we’ll answer them promptly in the order in which they were received.

47. THANK YOU FOR YOUR PARTICIPATION
THANK YOU FOR YOUR PARTICIPATION! Please CONTACT CATHY WASNER AT OR with questions or FOR MORE INFORMATION.