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Accord 2013

Accord 2013. November 28, 2012. Agenda. Purpose of Accord Materials Location New Items Collection Submission Deadlines Assistance. Purpose of Accord. Board Policy Maintains Liability and D&O Insurance If you’re not in Accord, you’re not covered! Communicates with IHQ Benchmarking

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Accord 2013

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  1. Accord 2013 November 28, 2012

  2. Agenda • Purpose of Accord • Materials • Location • New Items • Collection • Submission • Deadlines • Assistance

  3. Purpose of Accord • Board Policy • Maintains Liability and D&O Insurance • If you’re not in Accord, you’re not covered! • Communicates with IHQ • Benchmarking • U.S. Chapters Maintain 501(c)(3) Status

  4. Materials – Location

  5. Materials – Location

  6. Materials – Location _____ 2013 Chapter Leadership Form (due date is DECEMBER 17, 2012) _____ 2012 Chapter Activity Report _____ 2012 Chapter Program Schedule (Including month, program, title, speaker) _____ Warranty Statement _____ Conformance to Bylaws _____ Proof of active status of the chapter’s corporation _____ 2013 Chapter Affiliation Agreement Review _____ 2012 Financial Statement or Summary _____ Branding Policy _____ U.S. Chapters Only – IRS Form 990, 990-EZ or 990-N _____ Canadian Chapters Only – Form T2 or T2 Short

  7. Materials – Location • Online forms: • 2013Chapter Leadership Form (due: DECEMBER 17, 2012) • 2012 Chapter Activity Report • Warranty Statement • Conformance to Bylaws • 2013 Chapter Affiliation Agreement Review • Brand Protection • Provided by the chapter: • 2012 Chapter Program Schedule (Including month, program, title, speaker) • Proof of active status of the chapter’s corporation • 2012 Financial Summary or Statement • US Chapters Only – IRS Form 990, 990-EZ or 990-N • Canadian Chapters Only – Form T2 or T2 Short

  8. Materials – Collection • Complete the Chapter Leadership Form • Have the 2013 president sign: • Warranty Statement • Conformance to Bylaws • 2012 Chapter Affiliation Agreement Review • Brand Protection • Canadian Chapters – Contract for Services • Complete the online chapter activity report • Collect 2011 financial summary and program info • Verify submission of 990 or T2 (through chapter or IHQ)

  9. Materials – Submission • Send all materials together with a copy of the checklist • Email to chapter.accord@afpnet.org • Receive confirmation!

  10. Deadlines • Monday, December 17 – Chapter Leadership Form due • January 15 – All other materials due at IHQ • All materials must be RECEIVED at IHQ by close of business on these days • Required to receive the 2013 Ten Star Award (awarded in 2014)

  11. Help • Accord Instructions • Accord Checklist • Taryn Gold tgold@afpnet.org or 800-666-3868 x452 • Margie Bennett mbennett@afpnet.org or 800-666-3863 x487 • Heba Mahmoud hmahmoud@afpnet.org or 800-666-3863 x486

  12. Questions?

  13. Thank you for all you do for AFP!

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