Chapter Sunday, Officer June 3 rd Workshop #IASA2018 Chapter - - PowerPoint PPT Presentation
Chapter Sunday, Officer June 3 rd Workshop #IASA2018 Chapter Officer Workshop Agenda Lincoln D/E 8:00 Breakfast 9:00 Welcome & Introductions VP Chapter Advisory Ann Wiesler & Allan Leonard President Celeska
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8:00 Breakfast 9:00 Welcome & Introductions VP Chapter Advisory – Ann Wiesler & Allan Leonard President – Celeska Fredianelli Executive Director – Joe Pomilia Executive Vice President – Rod Travers Attendees 9:20 Chapter Officer Volunteer Excellence Award Ann Wiesler 9:30 IASA Store Steve Stone 9:40 e-Learning Jess Lasher 9:50 IASA National Support of Chapters Gina Jolly & Angie Gurganus
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10:00 IASA National Support of Chapters Joe Pomilia & Rod Travers Model Chapter By-Laws Project Member vs. Nonmember pricing for Chapter Events 10:10 Break 10:20 Open Discussion IT Track for chapter meetings and regional conferences Increasing Attendance 11:50 Wrap-up Ann Wiesler 12:00 Meeting adjourned – Have a great conference!
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Aaron has done an outstanding job leading the initiative to expand the area of coverage for the
Show Me Chapter to include the central part of the state will pull in a significant amount of carriers and should strengthen the chapter as a whole. Aaron has made this happen while still planning both the Show Me Chapter and Central States Regional Chapter
has proven to be a big part of keeping everyone engaged and on track as we work towards holding our summer and fall meetings.
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Brian has done an excellent job as President of the Indiana Chapter. The Indiana Chapter has increased its membership and interest over the last 3 years when the chapter had been dying off. Local meetings are held at a Company location and thus there are no meeting space costs allowing the chapter to pass down a decrease in cost to attend the meetings and additional interest in reviving the chapter. Brian is always enthusiastic and willing to give it his all in volunteering for IASA.
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Chad is currently the President of the Land O Lakes Chapter. He has notably improved the process for which we plan and implement events for the Land O Lakes chapter. For example, he sends out an agenda prior to chapter planning conference calls and sends out an email after the calls to summarize what was discussed and identify responsibilities. This has enhanced accountability for the officers and the program committee members who plan chapter
chapter officer conference calls by sharing the chapter's experience and inquiring about what other chapters do. During his term as president, he set goals to enhance social media presence and transfer the banking relationship from the chapter to National. Both
has utilized his collaboration skills by tapping into the chapter's past president's experiences and encouraging new ideas from new board members and program committee members. With Chad's contributions, the Land O Lakes Chapter has become more efficient and more inclusive.
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Cheri has been member of the Northern California chapter board for several years. Cheri is always a contributor in board meetings. She is extremely dedicated and always enthusiastic. She has been
the Northern and Southern California chapters put on a successful regional event. This past December 2017, the regional realized attendance of about 130 with a well reviewed panel of presenters. Cheri took on the thankless task of coordinating speaker presentations, chasing and collecting speaker slides and bios. She also was responsible for coordinating the preparation and printing
all the vendors, speakers, and sponsors.
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Chris worked really hard to put on a great program for our first Florida regional event. He found great speakers for all sessions and put on a program that was FL specific and everyone loved the
even when changes happened. He was great to work with!
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Dennis didn’t always play it safe. He swung for the
panel discussion of high-level executives, Dennis thought that having TWO panel discussions of high-level executives would be even greater! (quite frankly, corralling that many high-level executives and keeping them on the same page was a bit like herding cats, but Dennis was on it!) He was always appreciative of the hard work put in by so many others. Dennis shared all the glory and yet accepted responsibility for anything that was less than expected.
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Gemma did a great job taking on a committee chair role for our first Florida regional event with no prior experience. She had a positive attitude and helped out where ever needed. We were able to fill up our exhibitor and sponsorships well in advance of the
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Heather is a Past President having served last year as President
Heather as my mentor helping me advance through the
highest quality conferences we can produce. She has an excellent working knowledge of the various chapter functions and was a guide and mentor to me and still is in helping me
done and keep a meeting on subject and moving to conclusion. A quality individual dedicated to the success of the IASA Texas Chapter.
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Jeff only recently started with the Metro NY/NJ Chapter in the past six months. Immediately, he showed interest in being a very active part of the chapter. While only a Board Member at Large, Jeff wanted to take the lead on setting up a new venue for our upcoming golf outing and seminar. The idea was floated to hold the event at Top Golf, a golf entertainment center, rather than a traditional golf course. He jumped into action and contacted the venue to get pricing and logistics. Within days, Jeff presented to the rest of the Board a good idea of how the event would work at the location and what the prices would be. He's been very responsive to getting answers to the questions about the event and ultimately got the contract finalized and signed quickly. Without Jeff's efforts, we would have never gotten this new idea off the ground so quickly, if at all. It's obvious after such a short time that Jeff's spirit and volunteerism is the type that's needed to take our chapter to the next level. I'm looking forward to continuing to work with him and to see what other new ideas he'll help to launch!
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Jerry has been the president of the Metro NY/NJ chapter for 3 years - a year longer than typical for our chapter. He stepped up because there was no one else available to take the helm that had not already held the position. Even though he is a partner at his accounting firm, he still finds the time to organize our meetings and keep us on track. He cares deeply about the quality of our meetings and does everything he can to help us get the sponsorships we need or to organize and moderate a session when we need a session moderator, and basically does whatever it takes to helps us be successful. He has been a dedicated and enthusiastic member of the Chapter, and will not be one that 'drops out of sight' after doing his stint as president. Jerry has been nominated in the past for this award (and come very close to winning), and definitely deserves the recognition.
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We are trying to relaunch the Rocky Mountain Chapter. Kelly has the fun job of trying to herd a group of volunteers who are new to this process and who are trying to get through year end reporting. She's been good at scheduling our update meetings, sending reminders and task lists, and making sure we are somewhat on track for our soft launch. I appreciate Kelly taking a step up and doing all she can to support this launch.
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Kit always steps up to the plate. She rarely misses meetings and always is quick to volunteer for important tasks. She often provides great suggestions as well. The Indiana chapter would not be successful without her!
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Lane Miller has served as the president of the Carolinas Chapter IASA for the past 2 years. The Carolinas Chapter puts on 2 conferences a year. Lane is heavily involved in the planning and has worked to manage the budget and increase attendance. Lane also ensures we have great speakers at the event.
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Mike took the lead at the recent Mid-South Chapter conference in October. Mike was the Chapter president this year and took care of all of the plans for conference in Nashville. Mike had a great agenda and attendance was great and sponsorship was great. Mike was able to work his unique personality into the conference making it a fun event as well as educational.
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Natalie was key to the success of Spring conference and she managed the key organizational responsibilities. In addition, she
chapter officers and helped coordinate the exhibitors. Overall, Natalie worked hard to make sure the events we organized are successful and inspired everyone of us despite the busy schedule she had.
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Patty continuously steps up the plate to help out the
serve as an officer, and does so to help continue to ensure we are able to execute effectively on the IASA mission for Missouri. In addition, no matter what type of event that we are planning, you can count on her to be some part of the planning or execution phase, or both. We would be a much less successful chapter were it not for her passion and drive to continue to help propel us forward. It has been a privilege to get to know her and work with her the few years since joining the chapter, and I look forward to many more.
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Rachel volunteered to spearhead a joint Florida chapter
all committee chairs to get involved and work towards the common goal of forming one chapter in Florida. Rachel had never done anything like this before. As you know, this meeting was a huge hit. The speakers were knowledgeable and relevant to the issues facing Florida
nearly every call, coordinated the hotel, found speakers, and most importantly made it happen. For 2018, she will be the President of the newly formed Florida Chapter of IASA and we all look forward to working with her.
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Rod is a crucial member of our board and we wouldn't have the successful conferences we do without his hard work and guidance.
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Sheila consistently is one of the first ones to arrive at the meeting site and last one to leave to make sure everything is in order. She always goes above and beyond what is requested of her as she is always interested in making sure the chapter meeting is a good experience for vendors and participants alike.
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Steve was the chapter Treasurer this past year. He was one of the more active volunteers on the chapter board. He was instrumental in the organization and execution of the California Regional Meeting in December 2017, particularly in his help to line up
bringing those experiences to help benefit our chapter. He was very helpful in drumming up attendance to the Chapter's Sip and Paint networking event in the summer, bring in one large local company that had not attended chapter events in many years.
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Contact Information: Steve Stone sstone@swiftprint.com
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What types of webinars do you want to see more of? How can we support you? How do we optimize both the Chapter and Webinar experiences? What types of webinars topics should we cover?
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(All times are 2:00pm EDT/EST unless otherwise noted)
(Open for Registration)
(Open for Registration) Save the Date:
Archived webinars:
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Contact Information: Jessica Lasher JLasher@nationallife.com 802-229-3729 Chris Mason cmason@instec-corp.com 630-799-6434
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1. IASA is registered with the National Association of State Boards of Accountancy (NASBA)
2. Direction of IASA Providing CPE Credit for Group-Live Events 3. Chapter Officer Resources Webpage
Contact Information: Angie Gurganus agurganus@iasa.org 919-489-0991 Contact Information: Gina Jolly gjolly@iasa.org 919-489-0991
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In order for us to continue to provide CPE credits for all events we have to comply with NASBA guidelines. What we need from you before your event:
receive a full refund. No refunds will be granted after that date. Send all requests to agurganus@iasa.org.
the refund will be taken out of the meeting close.
why they are an “expert” for a particular session.
qualifications to speak on this topic.
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CPE Certification is on the way to an electronic self-sufficient process.
print their own CPE certificate of attendance for group-live events.
website, to choose all session titles with times.
the IASA website, certify that they attended each session by way of electronic
needed for CPE.
all Chapter meetings offering CPE before we can open your meeting for online
registration for meetings with tracked sessions.
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Chapter Officer Resources page
Contact Information: Gina Jolly gjolly@iasa.org 919-489-0991 Contact Information: Angie Gurganus agurganus@iasa.org 919-489-0991
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Chapter Officer Resources page
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Chapter Officer Resources page
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Contact Information: Tricia Stillman tstillman@iasa.org or 919-489-0991
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eCommunities
Subscribe to receive announcements/discussions Resource Library: Agendas, Minutes, Reports Post Announcements to members of your group Communicate via threaded discussions Security: Contact Angie Gurganus to add community administrators
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MI chapter had the advantage of a board member with an IT background who could drive the initiative – but that's just an advantage, not a limitation. Started by suggesting that topics that had strong crossover appeal to both IT and Finance. For instance:
Business Intelligence, Analytics, Data, Modeling Financial and Accounting system vendors and assessments Systems Development 101 Core System Updates – Policy & Claims Latest trends in Mobile Technology Finance & Accounting Technologies & Trends Effective Project Planning/Agile Methodology How to speak to IT people
Keynote was always a CIO/CFO panel to begin or end conference day; helped to drive the message home about the linkage of IT to business strategies and success
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Began recruiting speakers from member-company IT staffs, solution providers, and other subject matter experts. The benefit to speakers was the opportunity to tell their stories – exposure for companies and providers. However, the presentations had to be centered on the technology topic and the benefits/experiences derived, not on marketing and sales. Created attendance incentives by offering a 2 for 1 discount: if you brought an “IT buddy” from your company you both could attend the conference for the price of one. Used social media to market the technology topics heavily via membership, and encouraged solution provider presenters to market to their clients and extended networks.
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Contact Information: Frank Petersmark fpetersmark@gmail.com or 734.765.4129
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to show the value to their boss/company)
Contact Information: Chuck Gunkel Cgunkel@iasa.org or 984-244-7048 Exhibitor Resources (IASA website)
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Contact Information: Aaron Cooper ACooper@bswllc.com or 314.983.1243
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promotions, emailing members, etc.)? What has been the most successful?
can your chapter board do to support that person.
2018 (events, holiday wishes, meet your chapter officer, etc.)?
Contact Information: Pam Walker pwalker@maipf.org or 734-464-8407
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