NextGen Committee Chair Presentation

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1 NextGen Committee Chair Presentation December 15, 2013 Matt Lupton Global NextGen Subcommittee for Membership

2 Presentation Overview 1. Sent out blank presentations to collect data on each NextGen group: Your current Growth Stage Start-Up, Growing, or Mature Time in existence The structure of your group The types of events you produce Typical number of attendees If you charge for events if so, how much? Your use of promotional material 2. Compiled the data and correlated activities for groups within the same stage of growth trends emerged

3 Responses Good Response Rate 15 out of 18 represented Mature Chapters Canada Toronto Chapter Georgia Atlanta Chapter New York City NY Chapter Boston Northeast Chapter Philadelphia Chapter Growing Chapters Southern California Chapter Canada Montreal Chapter Midwest Chicago Chapter Michigan Detroit Chapter Texas Dallas/Ft.Worth Chapter Texas Houston Chapter Start-Up Arizona Chapter Connecticut Chapter New Jersey Chesapeake Chapter Carolinas Chapter

4 Presentation Overview 1. Introduction to each chapter by Stage of Growth 2. Discuss the trends within the data for each stage 3. Ending Conclusions

5 Mature Chapters Canada Toronto Chapter Georgia Atlanta Chapter New York City NY Chapter Boston Northeast Chapter Philadelphia Chapter

6 NextGen Committee Chair Presentation December 15, 2013 Dan Wootton Toronto

7 Chapter NextGen Group Details Our NextGen Group is Currently in the Mature Stage Number of people in our NextGen group 115 (approximately 30% of Toronto Chapter) The Toronto NextGen group has been in existence since 2010 How our NextGen group is structured The NextGen committee is a subcommittee of the Toronto Chapter TMA Board The leadership is comprised of a Co-Chair, Chair and Past-Chair, with each position being a one-year term Each year we send out a request for expressions of interest to be part of the committee. We identify several roles which we look to fill (i.e. marketing, sponsorship, event planning, marketing and membership) Our objective is to create a balanced committee between accountants, lawyers, lenders and other industry sectors, male/female, etc.

8 NextGen Committee Chair Presentation December 15, 2013 Alison Elko Franklin TMA NextGen Atlanta

9 TMA NextGen Atlanta - Overview TMA NextGen Atlanta is currently in the Mature Stage Number of people in the TMA NextGen Atlanta Chapter - 75 TMA NextGen Atlanta has been in existence since 2010 (formerly the Young Professionals or YP TMA ) Structure of the TMA NextGen Atlanta Chapter NextGen Board Program Chair Events Chair (Program Chair-Elect) Membership Chair(s) Communications Chair(s) [National NextGen Representative] Finance Chair Event Planning Committee Members Past Program Chair Advisor

Membership [Board Member] Budget [Board Member] Event #1 (ex. Panel) [Board Member] Event #2 (ex.

10 TMA NextGen Atlanta Governance Board Organizational Chart Program Chair [Board Member] Past Chair Advisor [Board Member] Events (Program Chair Elect) [Board Member] Communication [Board Member] Membership [Board Member] Budget [Board Member] Event #1 (ex. Panel) [Board Member] Event #2 (ex.twin Lakes) [Board Member] Event #3 [Board Member] Event #4 [Board Member] Monthly Happy Hour Events [Board Member]

11 NextGen Committee Chair Presentation December 15, 2013 C. Scott Chabina New York City

12 Chapter NextGen Group Details Our NextGen Group is Currently in the Mature Stage Number of people in our NextGen group 223 NextGen Members presently under the NextGen Promotion (1,023 total TMA NY Members) The NY NextGen group has been in existence since 2011 How our NextGen group is structured:

13 NextGen Committee Chair Presentation December 15, 2013 Anna Moreva Northeast

14 Chapter NextGen Group Details Mature Stage - Founded Members with 250 on Mailing List 7 Committee Members Co-Chairs report to Northeast Chapter s Programming Committee Ed Schatz (The O Connor Group) Joe Nappi (Phoenix Management) Others represent on Chapter Membership, Programming and Marketing Committees Anna Moreva (Hilco Streambank) Tyler Harrington (Crystal Financial) Peter Bilowz (Goulston & Storrs) Julia Bykhovskaia (BulwarkBay) Brian Tammaro (RBS Citizens) Chairs run programming with Committee input and Chapter Programming approval Moving towards sharing more responsibilities with Committee Members

15 NextGen Committee Chair Presentation December 15, 2013 Joe Mintz Philadelphia Chapter

16 Chapter NextGen Group Details Our NextGen Group is Currently in the Growth/Mature Stage Number of people in our NextGen group 60+ The Philadelphia Chapter NextGen group has been in existence since March, How our NextGen group is structured 8 member NextGen Committee Committee meetings 3-4 times a year Each event is assigned a point-person from the Committee

17 Summary of Mature Chapter Data Board Structure Well developed board chair and Vice Chair roles A solid board or committee structure that can be effectively utilized to assign and delegate responsibilities Types of Events Have a good mix of both educational and social events Attendance Typically heavier attendance at social events Anywhere between 75% - 130% more People want to get to know their peers! NYC is an exception only group that has more attendance at educational events (25% more at educational events)

18 Summary of Mature Chapter Data Event Attendant Charges Tend to charge for social events Makes sense typically the highest number of attendance Average member cost = $48; average non-member cost = $58 Also tend to provide free educational events The data shows that mature chapters are providing educational events as a free membership benefit Also makes sense in exchange for your $300, you ll get educational benefits within the field Use of Promotions High use of promotional activity

19 Specific Mature Chapter Activities to Highlight Atlanta Community Service Toronto template to new members

20 Growing Chapters Southern California Chapter Canada Montreal Chapter Midwest Chicago Chapter Michigan Detroit Chapter Texas Dallas/Ft. Worth Chapter Texas Houston Chapter

21 NextGen Committee Chair Presentation December 15, 2013 Mary Ann Kaptain, Kelley McLaren and James Baring Southern California

22 Chapter NextGen Group Details Our NextGen Group is Currently in the Growth Stage Number of people in our NextGen group approximately 30 members The Southern California NextGen group has been in existence since The Southern California NextGen group is structured as follows: Southern California Board Michelle Salazar is the current NextGen board member. NextGen Committee Leadership Team Chairs: Mary Ann Kaptain, Michelle Salazar, Kelley McLaren, Kailey Crum and James Baring NextGen Committee Currently 15 confirmed NextGen committee members

23 NextGen Committee Chair Presentation December 15, 2013 Stéphane De Broux Montreal, Canada Chapter

24 Chapter NextGen Group Details Our NextGen Group is Currently in the growth stage Number of people in our NextGen group 20 on 100 TMA members in the Montreal TMA chapter The Montreal NextGen group has been in existence since 2011 How our NextGen group is structured as follows: Two (2) members on the TMA board are responsible to oversee / organize the NextGen activities; Informal NextGen committee of approximately 10 persons, comprised of lawyers, bankers and consultants; The committee is responsible to develop a calendar of activities and organize specific events with the support of the two (2) TMA board to ensure proper liaison.

25 NextGen Committee Chair Presentation December 15, 2013 Jamie Cote, Robert Meyers, Kat Parker, Howard Levine Chicago/Midwest Chapter

26 Chapter NextGen Group Details Our NextGen Group is Currently in the Growth/Mature Stage Number of people in our NextGen group The Chicago NextGen group has been in existence since 2011 How our NextGen group is structured 4 Committee Chairs which report and attend Chicago/Midwest Event Subcommittees have been built under the committee chair to help expands on events, sponsorship and communications.

27 NextGen Committee Chair Presentation December 15, 2013 John Dimovski & Paul Hage Michigan Chapter

28 Chapter NextGen Group Details Our NextGen Group is Currently in the Growth Stage [Start-up, Growth, or Mature] Number of people in our NextGen group (54 new this year) The Michigan Chapter NextGen group has been in existence since December 2012 How our NextGen group is structured Board of 10 members, including a President, President elect, 2 Membership chairs, 3 Programming chairs, a secretary, a newsletter chair and a sponsorship chair. 3 attorneys, 2 bankers, 3 financial advisors, 1 CPA, 1 other service provider 7 male and 3 female Monthly in person board meetings which our TMA President also attends

29 NextGen Committee Chair Presentation December 15, 2013 W. Steven Bryant Texas [Houston]

30 Chapter NextGen Group Details Our NextGen Group is Currently in the Growth Stage Number of people in our NextGen group - 21 The Texas [Houston] NextGen group has been in existence since How our NextGen group is structured: We have a very informal structure. One member of the Texas [Houston] Chapter s Board of Directors has the primary responsibility for organizing the NextGen Group s meetings and events. This director is also the chair of the NextGen Group. Other NextGen members assist the chair in organizing our group s events. The active NextGen members try to meet at least twice a year.

31 NextGen Committee Chair Presentation December 15, 2013 Sugi Hadiwijaya Texas [Dallas]

32 Chapter NextGen Group Details Our NextGen Group is Currently in the Growth Stage Number of people in our NextGen group - 56 The Texas DFW NextGen group has been in existence since 2011 / How our NextGen group is structured A co-chair person (2 people) A Vice Chair Committees Structured to be consistent with the DFW Board Structure Programs Membership Sponsorship University Relations Women s Initiatives Education / CTP

33 Summary of Growing Chapter Data Board Structure NextGen boards are developing some more developed than others Types of Events Social and educational - less emphasis on the educational events Attendance Heavier attendance at social events Anywhere between 60% to 200% more People want to get to know their peers!

34 Summary of Growing Chapter Data Event Attendant Charges The message on charging for events Some groups are charging for social events Others charging for educational events This is in contrast to mature chapters Mature groups are charging for social events and providing free educational events as member benefits Average membership cost = $34 / non-member cost = $42 Use of Promotions About ½ and ½ - some utilizing; others not

35 Specific Growing Chapter Activities to Highlight Chicago Chapter Admin helps in the process Montreal Charged for all events and was able to breakeven

36 Start-Up Chapters Arizona Chapter Connecticut Chapter New Jersey Chesapeake Chapter Carolinas Chapter

37 NextGen Committee Chair Presentation December 15, 2013 J. Daryl Dorsey NextGen: Emerging Leaders TMA Arizona Chapter

38 Chapter NextGen Group Details Phoenix NextGen Group is currently in the Start-Up Stage Number of people in our NextGen group 8 board members The Phoenix NextGen group has been in existence since January 2013 How our NextGen group is structured The NextGen Board consists of a chairperson, treasurer and secretary and five directors. Each NextGen board member serves on one or more Chapter Board committees.

39 NextGen Committee Chair Presentation December 15, 2013 Peter A.S. Pfeiffer McGladrey CTTMA

40 Chapter NextGen Group Details Our NextGen Group is Currently in the re-start Stage Number of people in our NextGen group - 18 (Sept) The CT TMA NextGen group has been in existence since 2010 How our NextGen group is structured Re-boot (March 2013) Four Emerging Leaders Key Markets (Hartford, New Haven, Stamford) Using Partnership for Growth Kicked off recent events..excellent participation Contributing to overall growth New Theme (Leadership Under Pressure as it relates to Corp Renewal) New Theme (extending the value chain)

41 NextGen Committee Chair Presentation December 15, 2013 Dipesh Patel New Jersey NextGen Organization

42 Chapter NextGen Group Details Our NextGen Group is Currently in the Start-up Stage [, Growth, or Mature] Number of people in our NextGen group 18 (number does not include people no longer eligible for the NextGen price break) The New Jersey NextGen group has been in existence since October 2011 How our NextGen group is structured The NextGen group is directed by a board of 7 members, which includes a banker, an accountant, several attorneys, and another turnaround professional.

43 NextGen Committee Chair Presentation December 15, 2013 Shannon Hoff Carolinas Chapter

44 Chapter NextGen Group Details Our NextGen Group is Currently in the Start-Up Stage Number of people in our NextGen group - 24 The Carolinas NextGen group has been in existence since How our NextGen group is structured: Events are planned by a steering committee and approved by the Board of Directors.

45 Summary of Start-Up Chapter Data Board Structure A few different well organized boards Generally have a few key people that are working hard to create Types of Events Primary emphasis on social events

46 Summary of Start-Up Chapter Data Event Attendance Charges Majority of events were free to NG attendees When events did include a cost, there was little difference between member and non-member costs Average cost = $26 Use of Promotions Little, if any use of promotions

47 Messages for Your Local NextGen Group The Answer for Membership Benefits Free Educational Events data from Mature Chapters Charge for Social Events That s where you are most likely to have the highest attendance Give your members a free education as their added value

OWIT International Chapter Leadership Webinar March 7, 2018

OWIT International Chapter Leadership Webinar March 7, 2018 Orientation and Training for OWIT Chapter Presidents and Board Members, Representatives to OWIT Intl Board, Membership Directors, and Administrators