Download Presentation - The PPT/PDF document "Helping Your Chapter Succeed" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Presentation on theme: "Helping Your Chapter Succeed"— Presentation transcript:
Helping Your Chapter Succeed
Deborah Medlar, Chapter Advocate – Western and Northwest RegionsJanice Klimek, Chapter Advocate – Rocky Mountain & Missouri Valley RegionsBAΨ Annual Meeting Friday, August 8, 2013
1) How to Succeed
2) Where to get guidance
3) Program of Chapter Activities (“PCA”)
4) Importance of reporting
Help sustain chapter membership
Attend local, regional, annual meetings
Guide/monitor all activities – operating and financial
Oversee reporting to Executive Office
Facilitate Chapter Success
Develop officer leadership skills
Baker’s Dozen List for a
Successful ChapterHave fun/love what you doKnow that it takes a lot of time!3. Work with the officer group4. Keep the officers motivated5. Keep all members active
6. Strive for superior or distinguished chapter award
6. Be very familiar with PCA
Baker’s Dozen List for a
Successful Chapter7. Be very familiar with A) PCA and ALSO B) Policies and Procedures Manual C) Constitution and Bylaws8. Be familiar with your own bylaws and make sure they work for you and your chapter
be afraid to call the executive office. They are VERY helpful!
Baker’s Dozen List for a
Successful Chapter10. Make sure your chapter participates in competitionsGain faculty, dean, professionals, and alumni support
Measure success in terms of what is best for YOUR chapter and its members
You Get Guidance?1. Executive Office Margie Fiorentino - Executive DirectorLisa - Manager - Chapter Services2. Chapter Advocate
3. Monthly communications from BAΨ
4. Fellow/former BAP Faculty Advisors
5. The Web WWW.BAP.ORG
ATLANTIC COAST REGION Incoming: Linda Schain, Hofstra University Outgoing: Molly Brown, James Madison UniversityMIDWEST REGION Mehmet Kocakulah, University of Southern IndianaNORTHWEST and WESTERN Deborah Medlar, University of Washington – BothellROCKY MOUNTAIN and MISSOURI VALLEY Janice Klimek
MANY, MANY GUIDELINES (RULES)Initially are totally overwhelming.Gradually you will understand
Have been a big help to all of us.Creation has been very careful, and thoughtful.Reread them at least every yearRequire your officers to read them at LEAST onceYou may not remember which documents contain which rules, but you will find it.
PLEASE ATTEND BOTH REPORTING SESSIONSPROGRAM OF CHAPTER ACTIVITIES AND REPORTING INTRANET TUTORIAL
3.01 2:00-3:15 Friday or 4.01 3:30 4:45 Friday, NEW REPORTING INTERNET5.01 9:15 SaturdayThere will be continuing updates to tutorials addedthroughout the next few months ON YOU TUBE!!!!.REPORTING
Beginning of year report – October 15
fills out Plan of Activities
Activity Reports – December 15 and June 1 for Award Seeking
End of year report – June 1
Includes FA sign off (more)
Includes Financial Reports
Includes Updated Profiles
BAΨ year end = April 30
All chapter reporting due = June 1
990N vs. 990
<$50,000 gross receipts
>$50,000 gross receipts
3 year average)
>$100,000 gross receipts
independent audit report OR internal audit report
International Office Fees
2. One Time International Candidate Fee
(must be submitted within 60 days after entering candidate into Reporting
Things to Calendar & RememberDeadlinesCompetitionsComplete Year End Reports Before Officers Leave That June 1 report must include both semestersOfficers are Important – Don’t be afraid to encourage people to run!Watch service and professional hours if award seeking
- Winner is recognized at the annual meeting in August and receives a plaque.
- IRS gives plaques to numerous chapters in 4 categories
Award Seeking ChapterDefined in PCANOT Mission based chapter
Award seeking are as follows:Distinguished chapter Superior chapter Gold chapter
Awarding seeking requirements
INDIVIDUALS: Minimum average number of both Service and Professional hoursCHAPTERSTo enable students to meet hours requirements: I.) Probably extra reaching out activities II.) Probably extra Professional ActivitiesB) More Reaching out ActivitiesChapters seeking superior status must attend either the 2013
or a 2014 Regional
One professional meeting must be on “Essential Skills”
INDIVIDUAL Activity hours required
These are a required AVERAGE per member
Reaching Out ActivitiesREACHING OUT ACTIVITIES All chapters must participate in Reaching Out activities during the year. The following activities are required, depending on the chapter’s achievement level:
Mission Based - 3 activities Distinguished - 5 activities Superior 8 - activities
Required Service ActivityALL chapters must report at least 1
Participation by at least 25% of the active members/candidates for the month, and The activity must be at least 1 hour (50 minutes) in duration. See Guidelines and suggestionsNOT volunteering with firm where underlying purpose is recruitment.Any money received must be donated to charity or used in charitable causeMay not receive course credit
NEW!!!!New! Mandatory Professional Activity – Award Seeking Chapters (Distinguished, Superior & Gold)
Along with the above topics, award seeking chapters will have to conduct one mandatory professional session that will include a session devoted to “essential skills”ESSENTIAL SKILLS Business Writing SkillsFacilitation Skills (Group Discussion)Managing Disractions (people calling or stopping by to chat, etc.)Ethical Decision Making SkillsNegotiation SkillsConflict ManagementChange Management
Things To Do Continuously
Meet with your officers, often
Meet with your committee chairs
Review with reporter all reports that go to the Executive Office
Promote your chapter and find innovative ways to recruit members
ENTRY of New Officers’ Data by FA ONLYLoading of new officers’ data can be done only by faculty advisors
In September each faculty advisor will receive an e-mail getting log in details Faculty advisor must log self inFaculty advisor will then enter new officers names contact dataEach year thereafter the faculty advisors must continue this practice.The intent to increase security and accuracy
PROFESSIONAL MEETING CAVEATSRemember that 50 minutes = one hour for reporting purposesProfessional meetings need to be 50 minutes minimum. Firms may NOT use this time for “telling about their firm”…no advertising. This is not the proper Forum.CPA REVIEW FIRMS PRESENTATIONS are GENERALLY not considered professional hours
UNLESS all they talk about is CPA exam.
May NOT talk about their product AT ALL
LATE MEETING REGISTRATION FEES
- Regional and Annual
POLICY TO BE FINALIZED THIS FALL, EFFECTIVE FOR THIS COMING YEAR
Will be Early bird fee until period ABOUT 45 days before conference
Regular fee will be from $40 to $100 more.
Late fee (less than 2 ½ weeks before conference) may add on $200 to $250.
If you don’t have
YET, but know how many, then call executive office and they will work with you.
YET, but know how many, then
executive office and they will work with you
b. OR set up
account for position and register by position.
Abstracts due ALL regions January 31, by 4:00 CST.
FEEDBACK TO WINNERS ONLY:
Written feedback will be given to top three teams
Oral feedback will be given to first place team
No feedback will be given to other teams, and there will be no opportunity to discuss results with the judges.
Reaching Out Activities from Executive Office
R.I.S.E. – Beta Alpha Psi will sponsor up to two finance students’ registration fees to attend the RISE Conference at the University of Dayton.
Reaching Out Activities Sponsored by ChapterAlumni
Activity 1 Alumni Activity 2 Minority Recruitment Event (may report 2 per year) Multi-Chapter Event - A professional or service activity co-sponsored with another Beta Alpha Psi chapter. In order to promote interaction between chapters, this co-sponsored event should involve at least 25% of each chapter’s current membership. May be“multi-chapter webcast” meeting per year. Chapters who conduct a webcast meeting will have to provide documentation proving that they had controls in place to ensure that those who logged in actually participated and were engaged