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Chapter Board Descriptions
Vice - President of Administration
 | Member of Executive Committee. |
| Coordinate directorships for achievement of Administration goals. |
| Monitors and reports results of competition points to the Board of
Directors and the membership. |
| Coordinates and submits reports to the National organization. |
| Monitors activity credits with the National organization and Regional
Council. |
| Group Insurance coordinator. |
| Reviews activities required for National point competition and determine
Administration programs needed to meet the requirements. |
Secretary
| Maintain records of Board meeting attendance. |
| Prepare and distribute board minutes |
| Keep official membership lists as distributed by National. Copies
may be distributed |
| Notify membership as to how to update membership records with
National |
| Keep all equipment the organization may purchase for use in
educational programs |
Treasurer
| Develop Package for Seminar Prepayment that fits in with the budget
projections |
| Prepares annual operating budget. |
| Deposits and disburses funds. |
| Presents bills to Board not authorized through the budget. |
| Prepares and distributes monthly financial reports to the Board with
variations to budget |
| Prepares and distributes annual report for submission to National
and the membership |
| Prepares tax form 990. |
Director of Employment
| Serve as clearinghouse for member resumes |
| Develop employer contacts through annual letter |
| Communicate employment opportunities to membership. |
| Report results to VP Admin as identified by competition points
program |
Vice President of Membership
| Member of executive committee. |
| Coordinates directorships for achievement of membership goals. |
| Coordinates information flow needed by other parts of the organization,
particularly as identified for National point competition. |
| Designs and implements activities, personally or through the directors,
that will increase or retain membership. |
| Helps identify opportunities for increased membership participation. |
| Reviews activities required for National point competition and determine
programs needed to meet the requirements. |
Director of Member Acquisition
| Develop list of IMA membership advantages. |
| Develop and implement method of communicating advantages to membership. |
| Develop packet that would be sent to prospective or new members. |
| Work with Chairman of Corporate Development to distribute packets to local
companies. |
| Send new member names to Director of Newsletter, Director of Public
Relations and President. |
| Report results to VP Administration as identified by the National
Competition Points program. |
Director of Retention
| Call members whose membership will lapse within 30 days. |
| Identify members transferring to chapters, send a welcome package and
forward names to President |
| Schedule one dinner meeting for new member induction. |
| Try to determine causes for member leaving. |
| Report results to VP Administration as identified by the National
Competition Points program. |
Director of Special Activities
| Plans all special activities for Chapter per the following list: |
| Christmas Party |
| Spring activity |
| Fall activity |
| Winter meeting activity |
| Report results to VP Administration as identified by the National
Competition Points program. |
Director of Roster
| Coordinate the production, publication and distribution of the
annual roster. |
| Report results to VP Administration as identified by the National
Competition Points program. |
Director of Member Attendance
| Serve as pre-registration contact for meetings |
| Record and maintain attendance records by membership. |
| Inform meeting leader of new members and guests in attendance for
recognition. |
| Have identification badges available at meetings. If possible, Board
members should have a permanent ID badge that they keep for the year. |
| Communicate pre-registration numbers to the Director of Facilities as
needed. |
| Report results to VP Administration as identified by the National
Competition Points program. |
Vice President of Education
| Member of executive committee. |
| Coordinates directorships for achievement of education goals. |
| Coordinates information flow needed by other parts of the organization,
particularly as identified for National point competition |
| Organizes and chairs roundtable discussion for the planning of seminar
topics and speakers for the coming year. |
| Develop brochure outlining the Professional Education seminar schedule for
the year. |
| Reviews evaluations of seminars and report results to the Board. |
| Review activities required for National point competition and determines
programs needed to meet the requirements. |
Director of Seminars
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Serve as liaison with identified speakers for
follow-up confirmation of speaking schedule. |
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Coordinate facility requirements for speaker
with the Director of Meetings. |
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Keep VP Education informed of any potential
changes or conflicts with scheduled speakers. |
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Submit speaker biography and topic outline to
Director of Newsletter and Director of Public Relations for communication to
the membership and the public. |
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Arrange for speaker gifts. |
Director of Manuscripts
| Identify requirements for publication in IMA publications. |
| Communicate to membership opportunity for publication. |
| Review all manuscripts submitted for final determination as to eligibility
and forward to the National office. |
| Report results to VP Administration as identified by the National
Competition Points program |
Director of CMA\CFM Programs
| Identify demand for review courses. |
| Develop and implement review courses as determined by Board. |
| Submit publicity material to the Director of Newsletter and the Director
of Public Relations for promotion of classes and how to register for
examinations. |
| Coordinate CMA\CFM involvement in a CMA\CFM
recognition dinner meeting. |
| Submit names of members who pass CMA\CFM
examinations to Director of Newsletter, Director of Public Relations and
President for recognition. |
| Report results to VP Administration as identified by the National
Competition Points program. |
Director of Facilities
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Investigate sites for meetings ad compile
alternatives for presentation to the Board. |
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Negotiate and sign contract for facilities as
directed by the Board. |
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Coordinate all arrangements needed by other
Directors for meetings with facility. |
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Serve as clearinghouse for facility
information, including guaranties for meetings or seminars. |
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Approve all invoices related to facility
charges. |
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Pick up from and return to Secretary all
Chapter owned equipment. |
Director of Program Registration
| Serve as liaison between North Carolina State CPA Board and the Board. |
| Identify all requirements for certification and communicate any
deficiencies to the Board. |
| Apply for certification when due. |
| Maintain records as required by the State of North Carolina CPA Board. |
| Report results to VP Administration as identified by the National
Competition Points program |
Vice President of Communications
| Member of executive committee. |
| Coordinates directorships for achievement of communications goals. |
| Coordinates information flow needed by other parts of the organization,
particularly as identified for National point competition. |
| Reviews activities needed for National point competition and determines
programs needed to meet the requirements. |
Director of Public Relations
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Identify Media to be used for publicity by
type of activity. |
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Submit activities for all chapter activities
needing publicity to identified media. |
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Report results to VP Administration as
identified by the National Competition Points program. |
Director of Web Site
| Identifies and coordinates with ISP Host. |
| Creates and maintains website content format. |
| Ensures all links current and active as informed by the Board. |
| Sets up links to other Web Sites as identified by the Board. |
| Maintains content checklist as identified by the National Competition
Points program. |
| Report results to VP Administration as identified by the National
Competition Points program. |
Director of Newsletter
| Establish and communicate to the Board a time schedule for newsletter
publication based upon the monthly meeting schedule. |
| Serve as coordinator with National and the Board members for the material
to be included in the newsletter. |
| Arrange for distribution to the membership. |
| Coordinate with the Advertising Director for advertising material. |
| Maintains content checklist as identified by the National Competition
Points program. |
| Report results to VP Administration as identified by the National
Competition Points program. |
Director of Advertising
| Review, compile and revise past advertising strategies for the new year. |
| Present to the Board a comprehensive pricing package for advertising in
Chapter issued publications. |
| Serve as liaison between advertisers and other Chapter Directors
responsible for issuing Chapter publications. |
| Monitor payment due for all advertising and follow up where necessary. |
| Report results to VP Administration as identified by the National
Competition Points program |
Vice President of Community Relations
| Member of executive committee. |
| Coordinates directorships for achievement of community relations’ goals. |
| Coordinates information flow needed by other parts of the organization,
particularly as identified for National point competition. |
| Reviews activities needed for National Point Competition and determines
programs needed to meet the requirements. |
Director of Student Activities
| Identify area college\universities with Accounting Programs and plan
method approaching. |
| Develop appropriate contact list for each college\university. |
| Solicit the help of individual Board members to encourage student
participation in a Student Chapter. |
| Coordinate student involvement in a student recognition dinner meeting. |
| Promote Student Chapter competition. |
| Promote scholarship program. |
| Report results to VP Administration as identified by the National
Competition Points program. |
Director of Community Service
| Identify and recommend projects to the Board for Chapter participation. |
| Develop and implement program to solicit member participation in Board
approved programs. |
| Provide press releases to the Director of Public Relations. |
| Keep membership informed of opportunities and results. |
| Complete annual report and forward to VP Administration when due. |
| Report results to VP Administration as identified by the National
Competition Points program. |
Chair of Corporate Development
| Identify highest concentration of membership by company. |
| Develop a contact list for the identified companies. |
| Recruit a team for a meeting with the contacts to reemphasize the
advantages of IMA membership to their company. This team should include past
presidents if at all possible. |
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