1. Welcome to CFMA’s Chapter PresidentS’ Orientation
April 10, 2014

2. Introductions

3. QUESTIONS? Use the chat feature and we’ll answer them At the end of the presentation in the order in which they were received.

4. Chapter President Checklist
A convenient, month-by-month list of the items you need to know about
Assists with planning at the Chapter level
Education
Conference
Spring Creek
Succession Plans
Membership Renewal
Chapter Affiliation Agreement – affirmation
Chapter Websites

5. Strategic vs. Operational Boards

6. Support Training And Resources
New Chapter Benefits
STAR Program
Support Training And Resources

7. STAR Program STAR Program = Support Training And Resources
During the fiscal year, the $3,000 STAR Program funds may be used for the following:
1. Chapter Administrative Services
2. Spring Creek registration and/or Travel Expenses
3. CFMA National Speaker Program
4. CFMA National Education Programs
5. Chapter Strategic Planning

8. Continued Chapter Benefits
Regional Conference Support from CFMA’s Principal Partner
$3,000 in support from Viewpoint
Regional Conference Speaker Subsidy Reimbursement
$500 reimbursement per speaking engagement for one of five nationally approved speakers
10% Revenue Share for CFMA’s Weblive Offerings
Chapters receive a 10% revenue share for each Member that attends a Weblive course

9. Strategic Planning
CFMA Offers FREE Chapter Strategic Planning Sessions
Facilitated by Experienced Staff and Volunteers to Help Guide Decision Making and Planning
Sample Agenda
Customizable to Suit Your Chapter’s Needs

10. Chapter Connection Program
Connects You Directly with CFMA’s Leadership
Share Concerns, Challenges, and Successes
Communication of Important Events, Resources, and Ideas
You Determine the Frequency of Communication that Works Best for You & Your Chapter
May 16, 2014 – assignments finalized
Chapter Connection Program Mixer, Monday, June 9th at 4:00p

11. Chapter Summit XII Saturday, June 7, 2014 from 7:30a-2:00p
Unprecedented 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

12. CFMA Principal Partner Resources
Welcome Letter from Viewpoint Construction Software
List of non-product specific resources with the potential to assist you with:
Planning technology education events
Acquiring e-newsletter content
Procuring other communications content
Accessing digital content for your Chapter website

13. Membership Renewal & Recruitment
Payments to Chapters
Renewals
CFMA HQ efforts
The Chapter’s Role
Recruitment
Marketing collateral available from HQ
Customizable “Top 5” benefits template for your Chapter

14. CFMA’s Strategic Plan
MEMBER VALUE: CFMA will continually develop and deliver value to members and their companies.
CHAPTER/HQ RELATIONSHIP: CFMA will enhance the member experience by strengthening the Chapter/Headquarters relationship.
EDUCATION: CFMA will be the premier source of education for construction financial professionals.
EXTERNAL RECOGNITION: CFMA will be the source of construction industry financial information and expertise.

15. FINAL THOUGHTS FROM THE CHAIRMAN

16. Question & Answer Section

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