1. 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:

2. 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.

3. Jessie Burgess Tanya Russick Luci Blodgett

4. 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, Held in conjunction with Government Contract Management Symposium

5. Year-End Reports Year-End Reports Available in two locations:
Chapter Leader Resources Page (under Monthly Announcements)
Direct Link:
Chapter Leaders Forum on Collaborate
Direct Link:

6. 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.

7. 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.)

8. 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.

9. 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.

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

11. 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.

12. 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.

13. CONTACT HEADQUARTERS 800-344-8096
Member & Chapter Relations Department
Education Department
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:
chapters/chapter-leader-resources/my-chapters
General assistance with membership dues, logins, or purchases
Chapter Templates & Forms:
Chapter affiliation changes
chapters/chapter-leader-resources/chapter-how-to- information
Confirm membership status
Submit or check status of an application for an NCMA award
Collaborate:

14. Tanya Russick Luci Blodgett Jessie Burgess General Inquiries
Director, Member & Chapter Relations and National Secretary
Luci Blodgett
Member & Chapter Relations Team Lead
Jessie Burgess
Member Services Specialist
General Inquiries