Welcome to the NC Triangle Chapter #406 of the IMA

Home Up Membership Education Carolinas Council Employment

Dinner  Registration and Lunch & Learn Registration          Fall Conference Registration

 

Chapter Board Descriptions

 
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Vice - President of Administration

bulletMember of Executive Committee.
bulletCoordinate directorships for achievement of Administration goals.
bulletMonitors and reports results of competition points to the Board of Directors and the membership.
bulletCoordinates and submits reports to the National organization.
bulletMonitors activity credits with the National organization and Regional Council.
bulletGroup Insurance coordinator.
bulletReviews activities required for National point competition and determine Administration programs needed to meet the requirements.
 
bulletSecretary
bulletMaintain records of Board meeting attendance.
bulletPrepare and distribute board minutes
bulletKeep official membership lists as distributed by National. Copies may be distributed
bulletNotify membership as to how to update membership records with National
bulletKeep all equipment the organization may purchase for use in educational programs
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Treasurer
bulletDevelop Package for Seminar Prepayment that fits in with the budget projections
bulletPrepares annual operating budget.
bulletDeposits and disburses funds.
bulletPresents bills to Board not authorized through the budget.
bulletPrepares and distributes monthly financial reports to the Board with variations to budget
bulletPrepares and distributes annual report for submission to National and the membership
bulletPrepares tax form 990.
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Director of Employment
bulletServe as clearinghouse for member resumes
bulletDevelop employer contacts through annual letter
bulletCommunicate employment opportunities to membership.
bulletReport results to VP Admin as identified by competition points program
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Vice President of Membership

bulletMember of executive committee.
bulletCoordinates directorships for achievement of membership goals.
bulletCoordinates information flow needed by other parts of the organization, particularly as identified for National point competition.
bulletDesigns and implements activities, personally or through the directors, that will increase or retain membership.
bulletHelps identify opportunities for increased membership participation.
bulletReviews activities required for National point competition and determine programs needed to meet the requirements.
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Director of Member Acquisition
bulletDevelop list of IMA membership advantages.
bulletDevelop and implement method of communicating advantages to membership.
bulletDevelop packet that would be sent to prospective or new members.
bulletWork with Chairman of Corporate Development to distribute packets to local companies.
bulletSend new member names to Director of Newsletter, Director of Public Relations and President.
bulletReport results to VP Administration as identified by the National Competition Points program.
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Director of Retention
bulletCall members whose membership will lapse within 30 days.
bulletIdentify members transferring to chapters, send a welcome package and forward names to President
bulletSchedule one dinner meeting for new member induction.
bulletTry to determine causes for member leaving.
bulletReport results to VP Administration as identified by the National Competition Points program.
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Director of Special Activities
bulletPlans all special activities for Chapter per the following list:
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bulletChristmas Party
bulletSpring activity
bulletFall activity
bulletWinter meeting activity
bulletReport results to VP Administration as identified by the National Competition Points program.
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 Director of Roster
bulletCoordinate  the production, publication and distribution of the annual roster.
bulletReport results to VP Administration as identified by the National Competition Points program.
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Director of Member Attendance
bulletServe as pre-registration contact for meetings
bulletRecord and maintain attendance records by membership.
bulletInform meeting leader of new members and guests in attendance for recognition.
bulletHave identification badges available at meetings. If possible, Board members should have a permanent ID badge that they keep for the year.
bulletCommunicate pre-registration numbers to the Director of Facilities as needed.
bulletReport results to VP Administration as identified by the National Competition Points program.
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Vice President of Education

bulletMember of executive committee.
bulletCoordinates directorships for achievement of education goals.
bulletCoordinates information flow needed by other parts of the organization, particularly as identified for National point competition
bulletOrganizes and chairs roundtable discussion for the planning of seminar topics and speakers for the coming year.
bulletDevelop brochure outlining the Professional Education seminar schedule for the year.
bulletReviews evaluations of seminars and report results to the Board.
bulletReview activities required for National point competition and determines programs needed to meet the requirements.
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Director of Seminars
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bullet Serve as liaison with identified speakers for follow-up confirmation of speaking schedule.
bullet Coordinate facility requirements for speaker with the Director of Meetings.
bullet Keep VP Education informed of any potential changes or conflicts with scheduled speakers.
bullet Submit speaker biography and topic outline to Director of Newsletter and Director of Public Relations for communication to the membership and the public.
bullet Arrange for speaker gifts.

 Director of Manuscripts

bulletIdentify requirements for publication in IMA publications.
bulletCommunicate to membership opportunity for publication.
bulletReview all manuscripts submitted for final determination as to eligibility and forward to the National office.
bulletReport results to VP Administration as identified by the National Competition Points program

 Director of CMA\CFM Programs

bulletIdentify demand for review courses.
bulletDevelop and implement review courses as determined by Board.
bulletSubmit publicity material to the Director of Newsletter and the Director of Public Relations for promotion of classes and how to register for examinations.
bulletCoordinate CMA\CFM involvement in a CMA\CFM recognition dinner meeting.
bulletSubmit names of members who pass CMA\CFM examinations to Director of Newsletter, Director of Public Relations and President for recognition.
bulletReport results to VP Administration as identified by the National Competition Points program.

Director of Facilities

bullet Investigate sites for meetings ad compile alternatives for presentation to the Board.
bullet Negotiate and sign contract for facilities as directed by the Board.
bullet Coordinate all arrangements needed by other Directors for meetings with facility.
bullet Serve as clearinghouse for facility information, including guaranties for meetings or seminars.
bullet Approve all invoices related to facility charges.
bullet Pick up from and return to Secretary all Chapter owned equipment.

Director of Program Registration

bulletServe as liaison between North Carolina State CPA Board and the Board.
bulletIdentify all requirements for certification and communicate any deficiencies to the Board.
bulletApply for certification when due.
bulletMaintain records as required by the State of North Carolina CPA Board.
bulletReport results to VP Administration as identified by the National Competition Points program

Vice President of Communications
bulletMember of executive committee.
bulletCoordinates directorships for achievement of communications goals.
bulletCoordinates information flow needed by other parts of the organization, particularly as identified for National point competition.
bulletReviews activities needed for National point competition and determines programs needed to meet the requirements.

Director of Public Relations

bullet Identify Media to be used for publicity by type of activity.
bullet Submit activities for all chapter activities needing publicity to identified media.
bullet Report results to VP Administration as identified by the National Competition Points program.

Director of Web Site

bulletIdentifies and coordinates with ISP Host.
bulletCreates and maintains website content format.
bulletEnsures all links current and active as informed by the Board.
bulletSets up links to other Web Sites as identified by the Board.
bulletMaintains content checklist as identified by the National Competition Points program.
bulletReport results to VP Administration as identified by the National Competition Points program.

Director of Newsletter

bulletEstablish and communicate to the Board a time schedule for newsletter publication based upon the monthly meeting schedule.
bulletServe as coordinator with National and the Board members for the material to be included in the newsletter.
bulletArrange for distribution to the membership.
bulletCoordinate with the Advertising Director for advertising material.
bulletMaintains content checklist as identified by the National Competition Points program.
bulletReport results to VP Administration as identified by the National Competition Points program.

Director of Advertising

bulletReview, compile and revise past advertising strategies for the new year.
bulletPresent to the Board a comprehensive pricing package for advertising in Chapter issued publications.
bulletServe as liaison between advertisers and other Chapter Directors responsible for issuing Chapter publications.
bulletMonitor payment due for all advertising and follow up where necessary.
bulletReport results to VP Administration as identified by the National Competition Points program

Vice President of Community Relations

bulletMember of executive committee.
bulletCoordinates directorships for achievement of community relations’ goals.
bulletCoordinates information flow needed by other parts of the organization, particularly as identified for National point competition.
bulletReviews activities needed for National Point Competition and determines programs needed to meet the requirements.

Director of Student Activities

bulletIdentify area college\universities with Accounting Programs and plan method approaching.
bulletDevelop appropriate contact list for each college\university.
bulletSolicit the help of individual Board members to encourage student participation in a Student Chapter.
bulletCoordinate student involvement in a student recognition dinner meeting.
bulletPromote Student Chapter competition.
bulletPromote scholarship program.
bulletReport results to VP Administration as identified by the National Competition Points program.

Director of Community Service

bulletIdentify and recommend projects to the Board for Chapter participation.
bulletDevelop and implement program to solicit member participation in Board approved programs.
bulletProvide press releases to the Director of Public Relations.
bulletKeep membership informed of opportunities and results.
bulletComplete annual report and forward to VP Administration when due.
bulletReport results to VP Administration as identified by the National Competition Points program.

Chair of Corporate Development

bulletIdentify highest concentration of membership by company.
bulletDevelop a contact list for the identified companies.
bulletRecruit 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.