PRESIDENT

Peter T Smith

# GOALS & OBJECTIVES OF CHAPTER & PRESIDENT:

Help the Chapter to accomplish its primary goals of:

-   Number range level0Number range level1Number range level2Number
    range level3Number range level4Number range level5Number range
    level6Number range level7Increase Chapter membership and
    participation. Develop more proactive hospitality, leadership
    talent, and group vision.

-   Have more fun.

-   More communication and service to our community.

Coordinate & facilitate monthly Board meetings. Prepare agenda before &
minutes after.

Communicate monthly to all members (at least by email).

Maintain & enhance Chapter web page, help develop Program/Roster Book.

[GOALS & OBJECTIVES FOR LEAD AREAS]{.underline}:

ADMINISTRATION & PRESIDENT ELECT:

Monitor each activity to assure good support to the Board and
membership. Assure the effectiveness of Board meetings by timely
issuance of agenda, prior month's minutes and Treasurer's report.
Encourage networking through at least two good social activities.

PROFESSIONAL EDUCATION:

Develop an educational program for monthly meetings, plus at least one
income generating seminar. Encourage members and prospective members to
study for and to sit for the CMA and CFM exams.

MEMBERSHIP & MARKETING:

Increase membership level and improve retention. Establish an IMA member
at each major employer who will coordinate member acquisition activities
at that employer.

COMMUNICATIONS AND COMMUNITY RELATIONS:

Provide Chapter communications to the community and an annual Program
Roster Booklet. Encourage members to become more involved through
service in IMA community service projects. Publish a Program Roster book
by September 8, 2000. Distribute this roster at our first monthly
meeting. Make a limited version of the roster available on the web, and
keep it updated throughout the year.

CORPORATE & ACADEMIC DEVELOPMENT:

Meet with at least two targeted employers to educate on the benefits of
IMA and coordinate support.

[CHAPTER STRENGTHS & WEAKNESSES]{.underline}:

Our chapter has been successful in the last few years due to high
quality seminars and good monthly speakers. The successful annual
seminar has resulted in continued strong financial condition, and
allowed us to provide free meals and refreshments this past year. We
have some seasoned talent, and have been gradually recovering in
membership growth following the 1996 downsizing. We have a good web
page.

However, our membership recovery has been slow (following a funding
reductions at the Hanford in FY96) and participation mixed. Our greatest
and most immediate challenge is developing new active members and
motivating all members to provide more proactive hospitality,
leadership, and group vision. We also need to have more fun, and provide
more communication and service to the community. And we need to
continuing to provide high quality seminars and monthly speakers.

ADMINISTRATION AND FINANCE

Vice President: Greg Selby

VP:

Coordinate submission of monthly activity and attendance report to IMA.
Ensure all available points are properly claimed. Assist and encourage
Directors reporting to VP-Administration and Finance in performing their
responsibilities.

MEETING ADMIN & SECRETARY:

Coordinate meeting set-up, meals/refreshments, attendance, and
information coordination as appropriate.

TREASURER:

Coordinate budget formulation early in the year. Prepare timely,
accurate financial reports. Pay bills, receive cash, and coordinate cash
management.

SPECIAL ACTIVITIES:

Plan and arrange at least two good special activities that attract
members. Encourage attendance at Regional council meetings.

EMPLOYMENT:

Arrange for job opening and applicant information to be disseminated to
membership as appropriate. Assist unemployed members in finding
employment.

PROFESSIONAL EDUCATION

Vice President: Reuben Mike

VP:

Coordinate hosts of monthly presenters. Get past chapter Presidents and
other interested members together to develop topics and hosts, then
close with schedule for both monthly presenters and seminar.

SEMINARs:

Coordinate at least 1 seminar. Select date and location, in addition to
topic and speakers. Promote attendance, once established. Key fund
raiser for the chapter.

CMA/CFM PROGRAM:

Promote review courses and sitting for exam. Try to get local review
courses and exam.

ACADEMIC RELATIONS:

Coordinate a Students Night and recruit lead faculty at WSU and CBC to
promote IMA and the CMA/CFM certifications.

MANUSCRIPTS:

If opportunity arises, recruit a member to write a manuscript. Low
priority as optional.

MEMBERSHIP AND MARKETING

Vice President: Emma Anthony

OBJECTIVES:

Become a chapter where accounting and finance professionals throughout
the area can meet and benefit from networking and associating.

Place a greater emphasis on teamwork and friendships that foster active
participation in chapter activities.

Benefit from our diversities and create a greater sense of community,
leading to a more committed membership.

Promote collective pride in achieving national recognition, and
capitalize on its recruiting value.

GOALS:

1.  Increase chapter membership to a total of ninety members.

2.  Support the goal of our chapter president to place in the National
    Top Ten.

3.  Diversify chapter membership to be more representative of our
    community.

4.  Acquire and retain membership by becoming a "friendlier" chapter.

STRATEGIES FOR MARKETING, PARTICIPATION AND RETENTION:

Be a friendlier chapter. All members have at least one thing in common,
that is their choice of profession. However, acknowledge that members
are different in every other way. Members are in all ranks of the
profession, including retired professionals and stay-at-home parents. We
should recognize, appreciate, and utilize this diversion.

Know and meet all required and optional criteria for national points.
Recognize that maximizing points will enhance our own chapter and make
us healthier and better. This includes calling 90 days ahead for
renewals, and calling six-months after a new member joins to show
interest and appreciation.

Every month send a minimum of twenty letters of introduction to
companies throughout the region and invite the finance and accounting
professionals to join our chapter. Follow up with a phone call.

Elicit help from the general membership and assign different chapter
members to call and personally welcome each new member. Follow up to
ensure this is done.

Continually encourage all chapter members to be friendly and greet each
other, no matter how long they have been chapter members, or what their
professional status may be.

Welcome and acknowledge all new members and guests.

Target individuals who are in management positions with the intent of
strengthening IMA support for financial and accounting subordinates
within a company.

Rely heavily on our website as a means of introduction and eduction
about our local chapter.

Encourage participation through member-to-member communication with
[every]{.underline} member a minimum of once each month. This can be by
telephone, e-mail, face to face, or other type of communication. Use
opportunities such as monthly meetings, employment inquiries, CMA
training -- even just lunch.

Maintain an updated membership data file to better serve our membership
and supply membership information to directors.

Endeavor to know each member and learn information about them regarding
accomplishments and achievements, and acknowledge them in meetings,
publications, or any other relevant forum.

Conduct at least two orientation meetings for new chapter members.
Tailor these meetings to best suit the new members as far as their time
and location constraints.

Foster teamwork and a sense of belonging by utilizing the talents of as
many individuals as possible within the chapter to make members feel
they are contributors more than bystanders..

Use regional and national officers as viable resources.