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ARMA International


ARMA International, its chapters and regions are not exempt from paying sales tax. ... General Liability up to $1 mill per occurrence (Chapters and Regions) ... – PowerPoint PPT presentation

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Title: ARMA International

ARMA International
  • 2009 Region Leadership
  • ARMA HQ and Your Chapter Resources for Success

What well cover
  • Overview of ARMA International
  • Member Services Communications
  • Association Management System
  • New Chapter Operations e-Handbook
  • Leadership Development
  • Overview of new Chapter Awards and Awards
    Recognition at Conference
  • Future resources being developed

ARMA Structure and Governing Documents
  • IRS - 501(c)(6)
  • ARMA International, its chapters and regions are
    not exempt from paying sales tax.  ARMA and all
    chapters/regions are not-for-profit
    organizations as such, they are liable for
    paying state/local sales tax.  ARMA is NOT
    considered a non-profit organization, which would
    be exempt from paying sales tax on any purchases
    (for example  Red Cross is a non-profit thus do
    not have to pay sales tax).

Not-for-ProfitWhat does it mean?
  • The primary goal of the organization is to
    fulfill the needs of its members, rather than
    produce profits for owner/investors. It does not
    mean the organization should not make a profit.
    It can and should produce a surplus of revenues
    over expenses the surpluses must be used to
    enhance the position of the organization and its

ARMA and its Chapters and Regions
  • Chapter is a subsidiary of ARMA Intl issued
    a charter by ARMA
  • More than 11,000 members worldwide
  • 11 Regions (9 North America)
  • Region Managers
  • Region Coordinators
  • Treasurers
  • 120 Chapters
  • Chapter Board/Officers (top 4 required)
  • Committees, task forces, etc
  • Members

Categories of Members
  • Basic Member (ARMA 175)
  • Student (ARMA 25)
  • Retired (ARMA 25)
  • Honorary (ARMA 0)
  • All dues stated in U.S. Dollars

New ARMA Member Category
  • Provisional Member
  • One time, 6-month trial membership no charge
    offered with qualifying purchase determined by
    HQ renews into Basic Member Chapter membership
    not included, however will be marketing to for
    chapter and other offerings. Must not have been
    an ARMA member for five years.

Insurance and Taxes
  • Insurance implications
  • Covered under ARMA General Liability up to 1
    mill per occurrence (Chapters and Regions)
  • Directors and Officers Liability (Regions only)
  • Willis HRS Broker (new contact info)
  • Barbara Henry,
  • (800) 258-9099 / 1 785-865-3358
  • Tax implications
  • Form 990 filed with ARMAs group tax return

  • Chapter Connections
  • New/Terminating Member E-mails
  • New members, lapsing members
  • Be sure your server will receive message from exchange

New Association Management System!!
  • Ability to join Chapter mid-year online
  • Easy and pro-active Chapter selection process
    when joining ARMA online

Chapter Operations e-Handbook
  • Newly revised
  • Updated in real time
  • Chapter operations resources, forms, templates
  • Leadership Academy
  • Reports

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Leadership Academy
  • Online Courses
  • Personal Leadership Skills
  • 11 online modules
  • 30-45 minutes per module
  • Quiz at end of each module 80 to pass
  • 6.5 ICRM credits pre-approved
  • Who in your region has completed courses?
  • Check the e-Handbook!
  • Personal Business Skills
  • Next level of online courses To be announced
  • Login Member i.d. number
  • Password ARMA

Leadership Academy
  • 2009 Region Leadership Conferences
  • Building Leadership Momentum Putting Strategic
    Planning to Work
  • Dale Mask, Alliance Training and Consulting
  • 2009 ARMA Conference in Orlando
  • Project Management for the Occasional Project
  • Tuesday, October 13, 2009
  • 800 to 300 p.m.
  • NO COST for ARMA Leadership!!
  • Not ICRM pre-approved

  • 2009 Conference Leadership Meetings
  • Tuesday, October 13, 2009
  • Project Management for the Occasional Project
  • 800 a.m. to 300 p.m.
  • RSVP required Watch for email announcements
  • not ICRM pre-approved
  • Wednesday, October 14, 2009
  • 1130 100 p.m. Chapter Awards Luncheon
  • 100 500 p.m. ARMA/Region/Chapter
    specific sessions
  • 500 to 630 p.m. Region receptions/networkin
  • 630 p.m. Young Professional Networking
  • All events at the Orlando World Center Marriott

Grants/ Financial Support
  • Leadership Training Grant
  • Two per region, apply in Spring
  • 400 subsidizes travel to attend summer Region
    Leadership meeting
  • Chapter Speaker Grant
  • 500 to help defray cost of quality speaker at
    Chapter meeting/seminar
  • 25 per fiscal year ongoing throughout year
  • Applications in handouts
  • Education Session Monitor (ARMA Conference)
  • Complimentary Conference Registration
  • Applications available at

Awards Program
  • New Chapter Awards - Recognized in 2010
  • Chapter Participation Award
  • Chapter Leader of the Year Award
  • Innovation Award
  • Membership Recruitment Award
  • Chapter Merit Award
  • New Awards Recognition Program
  • this year at the 2009 Conference

New Chapter Awards
  • Chapter Participation Award
  • Member attendance at Meetings/events
  • Participation on the Board
  • Chapter Leader of the Year Award
  • Outstanding chapter Board member similar to
    Chapter Member of the Year, only for Board
  • Contributions to the chapter, region, and/or ARMA
  • Supports and promotes ARMA International

New Chapter Awards
  • Chapter Innovation Award
  • Innovative approach to a chapter operation
  • Ex approach to increasing membership, improving
    Board participation, attaining high quality
  • Membership Recruitment Award
  • Greatest increase in membership vs. previous year
  • All chapters automatically entered

New Chapter Awards
  • Chapter Merit Award
  • Recognizes chapters that have actively
    participated in projects and programs at ARMA
  • Ex Submitted forms on time applied for HQ
    Grants leadership attended Leadership Day at
    Conference Leadership completed the online
    leadership academy courses, etc.

Current Chapter Awards
  • Chapter Website of the Year
  • Region Website of the Year
  • Chapter Newsletter of the Year
  • Special Project Award
  • Chapter of the Year (new application process)
  • Chapter Member of the Year
  • Company of Fellows Distinguished Service Britt
    Literary Zanotti Cobalt

Awards Recognition at Conference
  • Chapter Awards Luncheon Oct 14
  • Ticket/rsvp 20
  • 1130 to 100 p.m. prior to Region and Chapter
    leadership sessions
  • Presentation of Chapter related awards
  • Opening General Session Oct 15
  • Announcement of Fellows, Distinguished Service,
    Britt Literary, Zanotti and Cobalt
  • Awards Reception Oct 16
  • No charge to attend
  • Honoring ALL Awards recipients

Spring Recruitment Campaign
  • Chapter prospect lists
  • 2,000 prospects from chapters in 2009!
  • 4,000 from ARMA database and previous chapter
    submissions -- total mailing 6,000
  • May1 through August 1 new members to ARMA and
    Chapter -- rewards!
  • Direct Mail Campaign
  • Two post cards, One letter
  • Annual event

Marketing Your Chapter
  • Refer to e-Handbook website at
  • Online webinar
  • SWOT analysis
  • Talking the talk
  • Building your prospect list
  • Goals
  • Branding and logos

Future Development
  • Online real time report generation
  • Hardship payment option for members
  • Further Development of Education/Speaker Database
  • Chapter/Region Website Services
  • Hosting/Content Management
  • Event Registration tools
  • Fall of 2009
  • Chapter supply/gift online store

Who to Contact in Member Services
  • Tom Killam, Director,
  • Region and Chapter questions Leadership
    development and training
  • strategic and succession planning
    HQ/Region/Chapter inquiries
  • Trevor Mitchell, Sr. Mgr, trevor.mitchell_at_armain 888-298-7376
  • Chapter Operations Roster concerns Chapter
    leadership concerns
  • Bylaws, chapter organizational questions
  • Chapter Escrow
  • Awards program
  • Bob Reinsch, Coordinator, robert.reinsch_at_armaint 888-299-7719
  • Individual member concerns, dues payments,
    membership data issues for specific individual
  • Questions about missing members on rosters
  • Complete HQ staff listing in handouts

  • Thank you!