Post on 25-Feb-2016
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Regional and International
Officer’s Meeting
December 7, 2011
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Agenda Introduce new Vice President
Dave Thorn Administration Items / Paperwork / Expense
Reporting / Website Meeting Metrics / MeasureIT Discussion Items / Regional Updates Planning for Next Year
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Agenda Free Social Media Tools Regional use of Social Media and Virtual
Meeting Tools Kansas City
Linkedin Eventbrite
Ohio Valley Private Virtual Meeting using Go to Meeting
CMG Netherlands New startup region based on Social Media Tools
International Regions Australia* Austria & Eastern Europe Brazil Canada China Central Europe Italy Netherlands South Africa* UK
* Region not Active
* Region not active
US Regions
ARM Group Greater Boston Connecticut Florida
Gulf Coast Greater Atlanta Kansas City Midwest Minneapolis-
St Paul
National CapitalArea*
GreaterNew York
Northern California
Northwest* Ohio Valley Philadelphia
Phoenix* Portland Area Rocky Mountain St Louis Salt Lake City* Southern Southern
California Southwest
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Administration / Paperwork Annual Report goes to state of Illinois
Deadline corresponds with creation of region Financial forms go to the IRS
April 15 – deadline to CMG August 15 – deadline to IRS
Regional expenses must be filed by March 31 and preferably sooner
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Expense Reporting Policy
The regions collectively receive $14K to cover meeting expenses. Vice President authorizes funds to be disbursed.
Fiscal year runs from April 1 to March 31 of the next year.
Travel expense must be submitted using the CMG Travel & Expense Spreadsheet.
Non Travel expenses can be submitted using a Check request.
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Expense Reporting Procedure for Travel Related Expenses
Contact Vice President to get approval for expense reimbursement before you obligate your region.
Complete EXCEL spreadsheet to document and classify the expenses incurred.
Mail (snail mail) signed EXCEL spreadsheet and original receipts to corporate bookkeeper. Name and address of LGS Bookkeeping is included in
EXCEL workbook.
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Expense Reporting Procedure (cont)
E-Mail the EXCEL workbook to the following people: CMG VP (CMGVP@CMG.org) Corporate Bookkeeper (LGStermer@aol.com) CMG Treasurer (Treasurer@CMG.org)
The Vice President will approve the E-Mail request
The corporate bookkeeper will process the transaction once the original paper work is received.
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Expense Reporting Procedure (cont)
If you are reimbursing an invited speaker for his / her travel related expenses, have the speaker complete the spreadsheet and E-Mail it to you for your approval Then forward to the E-Mail to the three individuals listed on the previous foil.
The original receipts and a hardcopy of the spreadsheet still need to be mailed to Corporate bookkeeper The speaker or the regional chair can take care of this.
Expense Reporting
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CMG Travel & Name of Traveler Frank Bereznay Today's Date 8/10/2009 Dates of Trip: 8/4/2009 to 8/6/2009
Expense Report Phone: (714) 630-3015 Explanation: Onsite Expenses for NCAL Regional Meeting2009 Destination Pleasanton Calif
Transportation Other Meals MiscAir/Train Taxi / Tolls / Personal Local Tran/ (Explain
Day Date Activity City, State Lodging Fare Parking Miles at .55 Auto Rental Brkfst Lunch Dinner Below) TotalsSun $0.00 $0.00Mon 4-Aug Lodging Expense Pleasanton, Ca $116.37 $0.00 $26.00 $142.37Tue 5-Aug Auto Rental Oakland, Ca $0.00 $88.51 $88.51Wed 6-Aug Parking Ontario, Ca $34.00 $0.00 $34.00Thu $0.00 $0.00Fri $0.00 $0.00Sat $0.00 $0.00
Totals $116.37 $0.00 $34.00 0 $0.00 $88.51 $0.00 $0.00 $0.00 $26.00 $264.88
Account DistributionAccount Number Description Amount
113.832 Regional Assistance Fund $264.88 Approved by Date:________ Check drawn Date:________ (accounting) Check NO.
TOTAL $264.88 Send Check to: Expense Report Total $264.88
I certify that this trip was authorized prior to its initiation, that all the expenses were necessary to conduct Frank Bereznay LessCMG business, that the expenses have not been reimbursed by my employer or any organization, and that the 151 Fries Mill Road, Suite 104 CMG Paid Exp:expenses will not be reimbursed by others. All travel related expenditures are consistent with CMG's policies Turnersville, NJ 55555 Advanceson travel reimbursement. I have attached original receipts (unless otherwise explained below) for air/train travel, auto rental, taxi, parking, lodging, and any other expenses in excess of $25.00. Amt Due Submitter $264.88
Explanations: $26 Internet Access Fee at Hotel
Signed: ________________________________________ Date: Amt Due CMG 0
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Expense Reporting
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Expense Reporting
Expense Reporting Procedure for Non Travel Related Expenses
A CMG Check Request can be used for these types of expenses, such as: Meeting Room Fees Gifts for attendees Equipment rental / purchase
The same process flow is used for both types of expense documents and original receipts are still needed.
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Expense Reporting Complete check request by supplying the
following items: Name and address of person to be reimbursed Description of expense along with invoice # and
date Dollar amount of expense Note – Do not change the accounting information,
regional reimbursement is account # 113.832.
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Expense Reporting
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CHECK REQUEST
Payable to:
92806
Reason:
Invoice Date:Invoice Number:Invoice Amount:
Acc ount Number
113.832
TOTAL CHECK AMOUNT US $ $600.00
For Bookkeeper Processing:
Expense Authorized - Board or Conference Committee Chair Date
Signature
Check Drawn - Accounting Date Check #
Frank Bereznay
413 Eucalyptus Street
Reimbursement for meeting room fee for November 8, 2998 meeting
November 8,2008
Brea California
45821
$600.00
Account DistributionAmount
$600.00
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MeasureIT
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Planning for Next Year Pick a meeting date and start working toward it Tools
Speakers/Sponsors Treasure Hunt Talk to vendors and presenters while you’re here at the
conference Get business cards Identify other regions you can work with
Contact CMG attendees who are in your area but not currently members CMG 2010 attendee list will be sent to you early January MeasureIT list will be sent February
Calendar entries MeasureIT is our friend!
Social Media Tools Facebook LinkedIn Twitter EventBrite
Regional Use of Social Media Kansas City
LindedIn Eventbrite
Ohio Valley Private Virtual Meeting using Go to Meeting
Netherlands New startup region using Social Media tools