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New Jersey

New Jersey. The Future of IAPP. Tom Bohn, CAE. AGENDA. Primary Drivers for Staff and BOD: What’s In it For You? How do We Build the Profession? What we are Focusing On: Education Website Membership Certification Advocacy AP Matters Volunteer Engagement Staff Team. Website.

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New Jersey

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  1. New Jersey The Future of IAPP Tom Bohn, CAE

  2. AGENDA • Primary Drivers for Staff and BOD: • What’s In it For You? • How do We Build the Profession? • What we are Focusing On: • Education • Website • Membership • Certification • Advocacy • AP Matters • Volunteer Engagement • Staff Team

  3. Website • What’s In it For You?: • Key Web Initiatives: • Overhaul our website with core features including: • Expanded tools and resources • Match and Exceed TAPN’s resources • Easy to use interface: Distinction between members and non-members • Robust ‘knowledge’ search engine. • Streaming RSS • Tie in to new AMS and Financial System • First page on Google for key searches. WEBSITE

  4. Home Page Where We Are: • Expanded tools and resources: DONE • Match and Exceed Any Web-Base AP Resources: DONE* • Easy to use interface: Distinction between members and non-members: DONE • Robust ‘knowledge’ search engine: DONE • Streaming RSS: DONE • Tie in to new AMS and Financial System: DONE • First page on Google for key searches: DONE WEBSITE

  5. Website Traffic Average daily unique visitors 68 620 900% Average total visitors 121833 688% According to Google Analytics IAPPNET.ORG is the Web’s Number One Searched Site for AP Related Information! Only Live for 4-Months! Old site New site % Increase WEBSITE

  6. Resource Center • Over 350 tools, White papers, surveys and more. • Updated Weekly. • New Campaign for members who share resources—all expense paid Forum. WEBSITE

  7. Career Center • Special AP Career Center, hundreds of up-to-date listings. • New articles and resources from Robert Half. • Post Resume. WEBSITE

  8. Social Networking • But there is more to come! • Personalized ListServ and Bulletin Board Technology in one system. Ap E-Groups! • Linked-In Group. WEBSITE

  9. AP Calendar • Calendar that consolidates all AP events—Chapters, IAPP, and Partners! WEBSITE

  10. Annual Forum You Asked for Changes: 1) 115 Work Shops (75% Brand New Topics/Leaders). 2) 10 Tracks. 3) Six Well Known “Key Note” Speakers. • ESPN’s Lee Corso – Opening Reception Speech (Sunday) – • MSNBC’s Chris Matthews – Opening Keynote Speaker (Monday AM) – name recognition / political implications after the election • Andy Andrews “The Travelers Gift” – Keynote Speaker (Tuesday PM) – leadership / motivational • Michael Treacy “Harvard Expert on Outsourcing” discusses what's next for AP – Keynote Speaker (Wednesday AM) – customized outsourcing / off shoring with a Q&A moderated panel • Kevin King/Humorist – Keynote Speaker (Thursday AM) - communication • CNN’s Soledad O’Brian – Closing Keynote Speaker (Thursday late AM) – name recognition & diversity 4) Facilitator Training Course Offered in February (WEB-X) and During Pre-Conference Workshops to improve session delivery. 5) 20 Possible CAPP Points (16 in 2008)/20 CPE’s. 6) Healthcare and Retail Workshops. 7) Pushing Attendance with Early Bird Special, TAPN Discount, big marketing push. FORUM

  11. Products and Services Training the Way You Need It: EDUCATION: Four group live seminars in partnership with other providers. (Each site to have minimum of four courses. ) Add 12-new custom webinars that are tied to the most popular workshop topics offered at the previous Forum. Third Thursdays! CERTIFICATION/EDITORIAL: Rewrite and publish the CAPP study guide. Update CAPP Exam. Big marketing push. Update and publish the “Benchmarking” and “Salary” Surveys. Update AP Matters with expanded/ custom editorial. New Bi-Monthly E-Mail Member Newsletter. PROFESSIONAL GUIDANCE: Create a set of AP “Official Standards” and Code of Ethics. ADDITIONAL INITIATIVES: Educational Needs Assessment . On-line Study Program. Fraud-related initiatives (Webinars, Seminars, Articles, Book). Sold-Out

  12. Seminars & Webinars • In Partnership with… • Chris Evanoff (Soltec, Inc.) • Sean Evans (DuCharme, McMillen, & Associates, Inc) • Chris Doxey (Business Strategy, Inc.) • Peter Goldmann (White Collar Crime 101, LLC) • Seminars - Deliverables include: • Seminars include AP Best Practices, Compliance & Tax Training. • New topics to be added including Leadership Skills and Detecting Fraud in AP. • Webinars – Deliverables include: • FREE! – Third Thursday webinar program was kicked off in October 2008 and have already expanded capacity due to demand. • Fee-based – In partnership with Peter Goldmann, developed a series of five-bimonthly webinars at $50 each or $200 for the bundle. (Program will begin in January and will run through September 2009). EDUCATION

  13. On-line Study Program In Partnership with… • SmartProsoffers custom training and education programs for banking, insurance and investment professionals. Over 300 online courses are available. • Deliverables include: • All you can learn subscriptions to hundreds of courses at discounted rates. • SmartPros are sponsored by NASBA and are approved for CPE and CAPP/CAPA credits. • This program is available through our new website and offers courses in various areas of Finance, Accounting, Tax and much more. EDUCATION - CERTIFICATION

  14. On-line Study Program • Can buy one course or “all access” package. • Receive CPE’s • IAPP receives 40% of sale. • Offered at 35-50% lower than retail.

  15. Publications • Expanded Length • New Departments including Abagnale • More Original content • Updated Design • Increased Advertising AP MATTERS

  16. Membership What’s In It For You: The key to any associations success is its ability to grow and retain members. In 2008-09 we will: • Achieve an 85% retention rate. • Add 1700 new members. • Set foundation to double in size within 5 years. Key Initiatives: • Create a member satisfaction survey that also includes questions that allow us to prospect for new services that hold value to our members. Re-measure at year-end. • Create a Group Membership structure. • Develop and Implement a plan for government AP members. • Develop/implement a comprehensive membership growth system with: • Automatic Enrollments MEMBERSHIP

  17. Membership Trends

  18. Group Memberships • 73 New Group Memberships/Companies have signed including Wal-Mart, Lowes. • Cost effective way to include more AP Professionals. • Group’s Receive Forum Discounts, and other added benefits. GROUP MEMBERSHIP

  19. Advocacy!!! • New Campaign will appeal to AP leaders AND CFO’s/Controllers. • Core Advocacy Campaign.. • In addition to direct mail will be featured in CFO Magazine, AFP, FEI and Web. MEMBERSHIP and ADVOCACY

  20. CFO Advocay MEMBERSHIP and ADVOCACY

  21. CFO Campaign Premium Direct Mail • Kits to be delivered to non-member Fortune 1000. • Other “High-Priority” recruitment targets. MEMBERSHIP and ADVOCACY

  22. Volunteer Engagement • Increase opportunities for volunteer engagement and make leadership selection process transparent.

  23. Certification: CAPP and CAPA Broad Changes to Program Including: • Aggressive Promotion to CFO’s, Controllers, etc. • Not tied to membership. • Easier to meet on-going education needs. 1 CPE equals one CAPP. • On-line exam prep. • Trust but verify (Sometimes)! Every three years. • Updated Exam Content/CBOK

  24. IAPP Board Eric Jones, CPA---Lowes Corporation: Chairman Dan Valha---Walt Disney World: Senior Vice Chairman William Lowman, Esquire---Shuffield and Lowman: Treasurer Robin Cadden---AAA: Secretary Joyce Larkins, CAPP---Legacy Health System: Vice Chair, Certification Michael Mallon---Northeastern University: Vice Chair, Education Kathy Kearney---Costco: Vice Chair, Membership Jill Farina, CAPP---Aurora Health Care: Member Thomas Bohn, CAE---IAPP Executive Director

  25. IAPP Tom Bohn, Executive Director/CEO LAUREEN ALGIEREditor-in-Chief BUSINESS DEVELOPMENT& KNOWLEDGE MGMT SHARED SERVICES MEMBER NETWORKINGAND ADMINISTRATION JENNIFER JENKINSDirector, Member Networking and Administration JO-EL LABORDEDirector, Business Development& Chief Learning Officer KEN BROWNDirector, Shared Services IT / WEB TRAINING CERTIFICATION ADVERTISING/EXHIBITS MICHAEL DYEIT Systems Specialist TINA KIDDAdvertising & ExhibitManager CONNIE SQUILLAROEducation Manager ANNUAL FORUM LOCAL CHAPTERS Elizabeth WagonsellerCertification and Resource Center Manager MELISSA MCNEELYNetforum Specialist Cathy BassEducation Specialist TABATHA ASHLEEAF Specialist SAM CYPRESSCertification Specialist ASHLIE CLARKAdvertising & ExhibitAdmin TRACI BARBARLC Admin MEMBERSHIP MARKETING SHEREE SHEAREYBookkeeper* KIMBERLY CHATFIELDMembership Manager Joe SternGraphic Designer *Contracted The Team ONLINE COMMUNITIES* OpenReceptionist

  26. Questions?

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