1. Wednesday 6th Kenn Dolan President president@pmiadelaide.org
Making project management indispensable for business results ®
February 2013 AGM
Wednesday 6th
Kenn Dolan
President

2. Agenda 5:30 Registration, Refreshments & Networking
6:00 President’s Update
6:10 Treasurer’s Report
6:15 Nominations / Election of 2013 Board Members
6:20 Key Presentation “Event Management insights for PMs – a great synergy” – Philip Wells
7:00 More Networking
7:30 Close

3. Our Sponsors Tonight !
A Registered Training Organisation who has been in business for 25+ years servicing the South Australian market with affiliates across Australia.
Trained over 100,000 students and our clients come from a diverse range of government, corporate, small to medium business, and individuals.
The PMI Adelaide Chapter acknowledges their continued support.

4. President’s Update Meetings: Members 11 inc CMI PMSIG 11 Board
Highlights:
Peter de Jager
Mentoring Group
Volunteers
Region 10:
Collaboration
Conference
Membership: 218 (as of 5/2/13) plus 15
Certification: 14/17 new credentials through study group
Student Prize Awarded

5. 2012 Board www.pmiadelaide.org President Kenn Dolan
Vice-President / Acting Director of Events
Peter Pavan
Secretary
Kay Wiggins
Treasurer / Director of Professional Development
Trevor Norman
Director of Certification & Membership
George Dimitropoulos
Director of Communication
Reza Hosseini
Director of Marketing
vacant
Immediate Past President
Richard Tormet

6. Mentoring A new Chapter Initiative: Up and running!
2 groups up and running
Registrations still open for Mentors and Mentees
Further details are available from our website or via the Coordinator Yudhi (via

7. Sponsorship and Support

8. Treasurer’s Report 2012 Operations
Presented by
Trevor Norman
6th February 2013

9. 2012 Achievements Cleaned up several accounting issues from 2011
Further restructured Chart of Accounts along portfolio lines to facilitate better reporting
Implemented Tax coding of all transactions
Worked with accountant to correct outstanding tax issues
Report separate P&L for each portfolio and activity area
Moved to FY accounting & reporting

10. Financial Position and Performance
Loss taken on failed PD event (de Jager)
Chapter remains well-placed for future operations and foreseeable liabilities
Net Assets of ~ $42,000

14. 2013 Outlook Sustainability is dependent on: Ongoing sponsorship
Ongoing revenue from book sales
Increasing membership
Major event contributions

15. Remaining Issues Taxation liability Timing
Our Chapter is a taxable entity
Accurate records of attendance at events is vital
Timing
Budgets
P&L reporting
Board appointment/AGM

16. For further information, contact: finance@pmiadelaide.org

17. Future Events
Mon 4th March – The Project Manager Lifecycle (ACS PM IT SIG)
Mon 18th March – Critical Chain PM *
Wed 10th April - joint event with CMI / IIBA (tbc)
Mon 29th April – PMI monthly event *
PMI Australia Conference 1-3rd May - Sydney
* PLEASE register. No guarantee of entry on the night without registration.

18. Board Nominations & Election
Returning Officer – Richard Tormet

19. Event Management insights for PMs, a great synergy
Today’s Presentation
Philip Wells
Event Management insights for PMs, a great synergy
Any recording of this presentation is not permitted.