Post on 13-Aug-2020
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Matt Lupton
Global NextGen Subcommittee
for Membership
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
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
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
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
Presentation Overview
1. Introduction to each chapter by “Stage of Growth”
2. Discuss the trends within the data for each stage
3. Ending Conclusions
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
Mature Chapters
• Canada – Toronto Chapter
• Georgia – Atlanta Chapter
• New York City – NY Chapter
• Boston – Northeast Chapter
• Philadelphia Chapter
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Dan Wootton
Toronto
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.
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Alison Elko Franklin
TMA NextGen Atlanta
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
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
TMA NextGen Atlanta – Governance
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
Board Organizational Chart
Program Chair
[Board Member]
Events
(Program Chair Elect)
[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]
Communication
[Board Member]
Membership
[Board Member]
Budget
[Board Member]
Past Chair Advisor [Board Member]
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
C. Scott Chabina
New York City
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:
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Anna Moreva
Northeast
Chapter NextGen Group Details
• Mature Stage - Founded 2006
• 91 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
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Joe Mintz
Philadelphia Chapter
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,
2011.
• 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
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
Summary of Mature Chapter Data
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
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)
Summary of Mature Chapter Data
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
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
Specific Mature Chapter Activities to Highlight
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
• Atlanta
• Community Service
• Toronto
• Email template to new members
Growing Chapters
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
• Southern California Chapter
• Canada – Montreal Chapter
• Midwest – Chicago Chapter
• Michigan – Detroit Chapter
• Texas – Dallas/Ft. Worth Chapter
• Texas – Houston Chapter
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Mary Ann Kaptain, Kelley McLaren
and James Baring
Southern California
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 2011.
• The Southern California NextGen group is structured as follows:
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Currently 15 confirmed NextGen committee members
NextGen Committee Leadership Team Chairs: Mary Ann Kaptain, Michelle Salazar, Kelley
McLaren, Kailey Crum and James Baring
Southern California Board Michelle Salazar is the current NextGen board member.
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Stéphane De Broux
Montreal, Canada Chapter
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.
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Jamie Cote, Robert Meyers, Kat Parker,
Howard Levine
Chicago/Midwest Chapter
Chapter NextGen Group Details
Our NextGen Group is Currently in the Growth/Mature Stage
• Number of people in our NextGen group - 100
• 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.
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
John Dimovski & Paul Hage
Michigan Chapter
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 - 125 (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
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
W. Steven Bryant
Texas [Houston]
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 2003.
• 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.
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Sugi Hadiwijaya
Texas [Dallas]
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 / 2012.
• 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
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
Summary of Growing Chapter Data
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
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!
Summary of Growing Chapter Data
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
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
Specific Growing Chapter Activities to Highlight
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
• Chicago
• Chapter Admin – helps in the process
• Montreal
• Charged for all events and was able to breakeven
Start-Up Chapters
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
• Arizona Chapter
• Connecticut Chapter
• New Jersey – Chesapeake Chapter
• Carolinas’ Chapter
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
J. Daryl Dorsey
NextGen: Emerging Leaders
TMA Arizona Chapter
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.
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Peter A.S. Pfeiffer
McGladrey
CTTMA
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)
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Dipesh Patel
New Jersey NextGen Organization
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.
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
NextGen Committee Chair
Presentation
December 15, 2013
Shannon Hoff
Carolinas Chapter
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 2013.
• How our NextGen group is structured:
• Events are planned by a steering committee and approved by the Board of
Directors.
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
Summary of Start-Up Chapter Data
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
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
Summary of Start-Up Chapter Data
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
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
Messages for Your Local NextGen Group
2013 TMA NEXTGEN LEADERSHIP MEETING
December 14 - 16 | New York City
• 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