Getting Started by Role

• Chapter Verification form and Chapter Success Plan – Due July 1st
• Finance due dates – Coordinate with Treasurer
• Success Awards – Due in March
• Chapter Life memberships – Quarterly due dates
• Morgan Award application due date

• Join monthly Leadership Connection calls
• Review information posted on Leadership Connection Community Group
• Join scheduled meetings with Regional Executive team
• cc : President-Elect on any communications

• Chapter Planning and Resource Guide page – includes the Dates to Remember document, DCMS policy, and other information
• Plan your Chapter Year page – includes the Chapter Success Plan, Chapter Verification form, and other resources
• Running a Board Meeting page – sample agenda and minutes, as well as Robert’s Rules of Order
• Finance Operations page includes due dates and other information for Treasurer
• Sample Speeches page includes template speeches for installation of officers/board, Founders awards, and incoming president

• Nominating Committee meetings to prepare the ballot for the next year (recommend by January)
• Ballot to members by February 15th
• Leadership and Committee Rosters – Due March 1st
• Leadership Training Conference in April 2024

• Leadership Connection monthly calls
• Review information posted on Leadership Connection Community Group.
• Join scheduled meetings with Regional Executive team

• Digital Resources on Chapter Resource Center includes information about events and websites
  • ONE HFMA Project Plan – outlines timelines and requirements for events and websites
  • Event Process Document & FAQs – outlines roles and responsibilities for digital and in person events; and webinars

Here are resources to plan, market, and execute successful events.

• Event request form – includes events, sponsorship, surveys, and save the dates
• Website update form

• Chapter/Region Webinars & Webinar Series – At least 45-30 days in advance of event date
• Digital Events & Networking Events (digital or in-person) – At least 30 days in advance of event date
• In-Person Meetings/Conferences – At least 120 days in advance of event date
• Event Sponsorship & Exhibit Creation – At least 120 days in advance of event date
• Annual Sponsorship Creation – At least 30 days before renewal notices are issued

Once the Event Request Form is submitted, a Member/Volunteer experience team member will be in touch with a status update within 5-7 business days.

• Quickbooks used for budget and reports
• Association Accounting can help with set up and/or resetting password
• Finance Operations page (Chapter Resource Center ) has information on due dates, training videos, and forms that will be completed via Cvent

• July 1st – Finalize close for previous fiscal year
• August 1st
  • Financial review (coordinate w/President and/or Financial Review Committee)
  • Authorization for inclusion
  • Certification of Organization
  • Practice of Operating Policies
  • IRS 990 Tax Compliance Survey
  • Chapter Budget (coordinate w/President)
• September 15th – Informational Form 990

• Helpful Hints
  • Meeting minutes should include a summary of the key points and discussion (do not need to be verbatim)
  • For actions/votes, do not need to capture who motioned and seconded
  • Consent Agenda includes items that do not need discussion. If any items require discussion they should be a regular agenda item.
• Running a Board Meeting page (Chapter Resource Center – Chapter Resources) has sample meeting agenda and minutes as well as information about Robert’s Rules of Order

• Enterprise page of the Chapter Resource Center includes information about Enterprise and two helpful reports:
  • Enterprise membership organizations by chapter
  • Enterprise organization goals and contacts
  • These reports can also be found in the Leadership Connection community in the Membership News library folder
• Enterprise team joins the monthly Leadership Connection calls to provide updates at the beginning of each call
• Leadership Connection community group
  • Enterprise Updates board – Enterprise team shares updates on all things enterprise and chapter leaders can ask questions.
  • Calendar includes HFMA Orientation calls
• Enterprise Solutions page on hfma.org
• Enterprise team can be reached at [email protected]

• Roster Downloads on right side of page
• Each roster has a description – hover over title
• You can identify new members this way- sort by join date.

• Member Recruitment and Retention page
• Membership page on hfma.org