Welcome to CFMA’s Chapter Presidents’ Orientation

1. April 9, 2019 Welcome to CFMA’sChapter Presidents’Orientation

2. Introductions

3. More Than 8,600 Members Strong! • 8,600 CFMA members • Largest membership in CFMA’s history • 98 chapters in the US and Canada

4. CFMA’s Strategic Plan

5. Strategic vs. Operational Boards

6. Strategic Planning • When is the last time your chapter held a strategic planning session? • Did you know that CFMA offers FREE chapter strategic planning sessions? • Facilitated by experienced CFMA HQ staff to help guide decision making and planning • Customized agenda

7. Chapter Bylaws • Does everyone on your board have a copy of your bylaws? • Review bylaws once a year • Are you operating as stated in your bylaws? • Terms of office • Nominations/elections • Size of board • General/Associate ratio of board members • Re-write your bylaws • Include date

8. Chapter Committees • Each chapter should have at least a Program Committee and a Membership Committee • Committee structure • Chair could be on the board • Committee members should not be board members • Board should not be doing the committee work • Sample committee descriptions are available

9. Succession • Does your chapter have a succession plan? • Does your chapter have a handoff policy to the next Chapter President? • Documented procedures • Document sharing (Dropbox, OneDrive)

10. Chapter Benchmarking • Annual online submission • Excel worksheet available to track information • 5 tiers based upon chapter size • Chapter of the Year • Awards given at CFMA’s Annual Conference& Exhibition • Benchmarking data shared with allchapters

11. Chapter Benchmarking and Awards

12. STAR Program STAR Program Support Training And Resourcesfor your chapter

13. STAR Program • $3,000 annual chapter subsidy • Funds in reserve for 3 years • To be eligible for STAR Program funds a chapter must submit: • Annual Chapter Affiliation Agreement • Signed agreement • Balance sheet • Proof of latest tax filing • Chapter Benchmarking Data

14. STAR Program • During the 2019-20 fiscal year, the $3,000 STAR Program funds may be used for the following: • Chapter Administrative Services expenses • Chapter Marketing expenses (tradeshow expenses, brochures, ads, promotional materials, etc.) • Chapter Educational session expenses (instructor, facility, workbooks, etc.) – includes Suicide Prevention summits An educational session outside of a regular chapter meeting offering more CPE than a chapter meeting and longer in length than a chapter meeting • CFMA Speaker Program and CFMA Education Programs • Chapter Strategic Planning expenses(facilitator, facility, food & beverage, etc.)

15. Resources for Hiring a Chapter Administrator • Available on the STAR Program page • Sample list of job duties • Sample RFP • Sample contract

16. STAR Program

17. Construction Industry Alliance for Suicide Prevention

18. Suicide Prevention • Visit preventconstructionsuicide.com for event information, resources and more • Chapter Suicide Prevention Summits are eligible for STAR Program reimbursement

19. Suicide Prevention

20. CFMA Chapter Classroom Courses(Price per attendee – STAR Program Eligible)

21. Future Classroom Course Offering(Free to Chapters) Suicide Prevention Integration Training • Part 1: Awareness • Part 2: Action Starting in July, this FREE 2-part program will be available to present according to your Chapter’s needs, one or both 2-hour modules

22. Chapter Classroom Courses • It is easier than ever to offer your Chapter members • one of 14 Education courses from CFMA. • CFMA provides: • detailed instructor material available with slides, spreadsheets, andtalking points in digital format; • workbooks (need 2-3 weeks to order and ship); • flyers and e-blast promotion to Chapters and surrounding areas; • electronic access to CPE credits and evaluations; • great opportunity to build your membership, network, and refresh your professional skills

23. CFMA Speaker Program AnirbanBasu Economic Updates Customized Per Region & Industry Classification James Benham Construction Technology How Drones, Sensors & Integrated Apps are Rewriting All the Rules Who Are Your Allies? The Big Cloud, Local Data Threats and Managing Risk Sally Spencer-Thomas Mental Health & Suicide Prevention Mental Health Promotion & Suicide Prevention: Breaking the Silence & Create a Caring Culture Charlie Kimmel Recruitment & Retention Employee Recruitment & Retention – A Unique Perspective Four of the industry’s top speakers are ready to present at chapter events and Regional Conferences and, through CFMA, these Speaker Program services are offered at a discount.(STAR Program Fund Eligible)

24. Chapter CPE Credit Assistance • Electronic CPE Credit Delivery For Local Chapter Programs • Services Provided: • Review of All NASBA Requirements • Instructional CPE Credit E-mail to All Attendees the Day of Your Event! • Online Session Setup and Evaluations • Online Repository for Electronic CPE Certificates

25. Chapter Social Learning • Recorded Webinars Available for Chapter Programming • Present one of CFMA’s Monthly Webinars at your chapter and include an hour of Social Learning. • Benefits: • FREE to Chapters & Easy to Setup • Includes Top Level Speakers • Eligible for CPE Credits • Optional Social Learning Experience • Popular Webinars to Consider • 2019 Economic Outlook • Davis Bacon Ins & Outs – Prevailing Wage Compliance • Fraud & Embezzlement: Lessons from the Trenches

26. CFMA presents The CFM Challenge(This new Learning Game is STAR Program Eligible!)

27. Chapter Connection Program • Each chapter is paired with 2 members of CFMA’s Executive Committee and other chapter leaders • Quarterly group calls • An officer from each chapter should attend each call • Share concerns, challenges, and successes • Communication of important events, resources, and ideas • First call in May

28. Chapter Summit • Saturday, June 1 from 8:00am-2:00pm • Each chapter should attend • 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

29. CFMA at Spring Creek • Each chapter can send an officer FREE of charge! • No cost for registration • Travel expenses will be reimbursed (roundtrip coach airfare, airport parking, transportation to/from airport) • October 12-15 or October 16-19 • CIVANA Carefree in Carefree, AZ

30. Membership Renewal & Recruitment • Chapter dues collected by CFMA HQ • Renewals • CFMA HQ efforts • The chapter’s role • Recruitment • Marketing collateral available from HQ • Prospect list

31. Chapter Membership List • Go to CFMA.org and login • Click ‘Update my Account’ • Choose ‘Admin Tools’ from the menu

32. Chapter Membership List

33. Member Discount Programs

34. Comdata Affinity Program • Revenue for your chapter • Be sure chapter members whose companies use Comdata let them know they are a member of your chapter. • Chapter speaker on electronic payment processing

35. Chapter Websites • If someone went to your website would they know your chapter is active? • Is your homepage up to date? • Are upcoming events listed? • Events will also appear on CFMA’s homepage • Is your officer listing current? • This is not automatically updated by CFMA • Are you directing members and potential members to your website?

36. Chapter Websites

37. Chapter Websites

38. Chapter Websites • Let CFMA HQ know who your chapter’s website administrators should be, your website administrators should: • Add and manage chapter events • Ensure a PayPal account is set up if the chapter will accept online payments. • Make necessary updates. • CFMA staff can help with challenging updates • Website training can be provided if needed • Website admin FAQ

39. Social Media • Marketing your chapter • Toolkit • Upcoming webinar on Social Media for Your Chapter

40. Chapter Showcases • Chapter event to be shared at CFMA’s Annual Conference & Exhibition in June • Submissions were due on March 31 • 12-20 Photos • Write-up of the event • Each Showcase will be about 90 seconds • Share via Dropbox – cwasner@cfma.org

41. CFMA Principal Partner Resources • Welcome Letters from Viewpoint Construction Software and BKD CPAs and Advisors, LLP • Sample speaking topics: • Enterprise risk for contractors • Succession and exit planning for business owners • Selecting the right ERP system • Cybersecurity in industry

42. Regional Conference Support • Regional Conference Support from CFMA’s Principal Partners • $3,000 in support from Viewpoint and $3,000 in support from BKD • Chapter Summit • E-blasts to all members in the area • Graphic design support

43. CFMA Logo Usage • Logo usage guidelines

44. Promoting Certification • Chapter Champion • Study group • CCIFP Overview course

45. CFMA Store • Collection of CFMA logo items • Apparel • Bags & Coolers • Drinkware • Golf Items • Office Items • Table Covers/Runners • Additional items can be ordered either through the CFMA vendor or a local vendor. • Items with the CFMA logo can be used as chapter marketing and are eligible for STAR Program reimbursement • www.proforma.com/cfma

46. Resources for your Chapter • Chapter toolkit withgeneral CFMA informationand best practices • Sample meeting topics • E-blasts to surroundingchapters • CFMA Headquarters facilitated strategic planning sessions • Graphics services for meeting notices and flyers

47. CFMA Officer/Staff Visits to Chapters • Strategic planning • Meet with your board • Speaker for your chapter meeting • Celebrate a milestone anniversary • Attend a special event

48. How can CFMA Help Your Chapter? • Strategic planning • Surveys • Marketing material • Copies of CFMA Building Profits • E-blasts to surrounding chapters • Meeting topics

49. Michelle D. Eastman, CCIFP Final thoughts from the Chairman

50. Questions?Use the chat feature and we’ll answer them promptly in the order in which they were received.