00:32:16 Jordan Henry: Coming at you from D.C. and I love green bean casserole! 00:32:38 Emily Jennings: Hello from Northwest FL! I love collard greens! 00:32:55 Kari Zick: Chicago here...Love Stuffing! 00:32:58 Karen Certalic: Also a green bean casserole fan! 00:33:04 Tandi-Jo Lantrip: Our Chapters are legal internal components of APNA. 00:33:12 Kelly Schild: Mashed Potatoes 00:33:23 LaShay Sydnor: Hi, I'm from Chicago. Mac and cheese and of course candied yams are the best! 00:33:26 Jill Murphy: Spuds and gravy! 00:33:27 eva przygodzki: combination of all above 00:34:46 Leslie Whittet: Greetings from snowy Denver! I'm a fan of stuffing and sweet potatoe (without the sickly sweet marshmallow topping!) 00:35:07 Kari Zick: 501c3 separately incorporated and included in our group exemption. As a parent org, we have more control. 00:35:16 Sarah Robertson - Billhighway: Yes, love the sweet potato casserole! Welcome Leslie :-) 00:36:33 Leslie Whittet: Good to be here, Sarah! 00:37:17 Jordan Henry: Sounds like a dream :) 00:37:20 Jill Murphy: Peggy you are dreaming! 00:38:50 Tandi-Jo Lantrip: Our members are in the health care field and are suffering burnout from covid impact. 00:39:09 SARA Jasper: Same 00:39:14 Kari Zick: Not sure what category this goes but we deal a lot with bullying and leadership conflicts lately 00:39:16 Nick Stepaniak: Same 00:39:18 Karen Certalic: @Tandi-Jo same for us 00:39:25 Sarah Sears: Yes, same here 00:41:04 SARA Jasper: Same for us @ Tandi-Jo 00:41:11 Tandi-Jo Lantrip: We experienced a chapter president absconding with chapter funds. This was BEFORE chapters became internal components. We now serve as their "bank". 00:41:50 Rose Smoot: bank accounts with only one signer, then the signer leaves and we cant access bank accounts 00:42:40 Barbara Semeraro: Rose - we have the same problem as our chapters become active after a two year close down. 00:43:31 Shari Beck: What storage area was used for documents? 00:43:43 Tandi-Jo Lantrip: https://www.apna.org/about-apna/chapter-toolkit/chapter-faqs/#ChapterExpenses 00:43:46 Tandi-Jo Lantrip: https://omsapaprod.wpenginepowered.com/wp-content/uploads/2021/03/BankingInstructions_Chapters_082316-1.pdf 00:43:47 Kelly Schild: How are you all managing Financial mismanagement issues so they don't happen in the future? 00:43:51 Alexa Churchwell: What portal? This is needed by our chapters 00:44:28 Shelley Wales: Does anyone "give" the chapter a shared google folder to use for uploading docs that can be shared with future officers but "held" at HQ so you always have access? 00:45:04 Sarah Robertson - Billhighway: @Kelly - Some ideas on handling financial mismanagement: https://www.billhighway.co/chapters-in-crisis-how-to-recover-from-prevent-chapter-financial-mismanagement/ 00:46:17 Jill Murphy: @shelley That's an interesting idea! 00:47:21 Emily Jennings: @Shelley - We use OpenWater to have recertification documents submitted every year. This allows us to have access to pertinent documents and share with future leaders if needed. 00:47:40 Kari Zick: We provided our chapters with Microsoft accounts and the use of Teams to store and share their docs with their leaders. 00:48:00 Jill Murphy: @emily - I'd love to talk to you about how you do this in OpenWater! 00:48:07 Kari Zick: We have admin access to all their Microsoft accounts 00:48:30 Jill Murphy: Cool! We use it for all our applications, awards etc. 00:49:21 Tandi-Jo Lantrip: https://www.apna.org/about-apna/chapter-toolkit/ 00:49:21 Emily Jennings: @Jill - Absolutely! Feel free to email me at ejennings@caionline.org. 00:51:00 Tandi-Jo Lantrip: @Shelley - we provide online communities for chapters and private communities for chapter boards. These private communities have libraries to hold documents. We post their Affiliation Agreement in there. 00:51:17 Shelley Wales: @Tandi-Jo thanks for that link! 00:51:59 Karen Certalic: We review our affiliate agreement every 3 years 00:52:03 Jill Murphy: @Tandi-Jo - what software are you using? 00:52:30 Tandi-Jo Lantrip: @Jill - Higher Logic 00:52:37 Jill Murphy: Thanks! 00:53:02 Alexa Churchwell: we have our chapters sign a new affiliation agreement annually 00:53:24 Shari Beck: If anyone cares to share the AMS they are using please do 00:53:52 Anne Kreiss: We use Nimble. 00:54:06 Shelley Wales: YourMembership and also Higher Logic 00:54:41 Jill Murphy: @Anne we just switched to Nimble and are learning as we go. Do you use the Communities? 00:55:00 Susan Mosedale: we have office hours twice a month 00:55:41 Kari Zick: @Jill, we are in the testing phase of Nimble. We are going live in Jan! 00:56:42 Anne Kreiss: @Jill we have been using Nimble for about a year. We are not using Communities but will be looking into it. Right now, we use Higher Logic for our components. 00:56:54 Sarah Robertson - Billhighway: In case you want to learn more about chapter banking: https://www.billhighway.co/chapter-banking-a-new-approach-to-banking-administration/ 00:57:08 Kari Zick: Will we get a copy of the slides after this meeting? 00:57:11 Tandi-Jo Lantrip: We don't give Chapter leaders access to our database. We provide rosters and financial reports once a month, but we will provide these on demand as well. 00:57:25 Sarah Robertson - Billhighway: Yes! We're recording and sharing this slide deck afterwards :-) 00:57:31 Kari Zick: Thank you 00:57:40 Sarah Robertson - Billhighway: You're welcome! 00:57:58 Sarah Robertson - Billhighway: CAMFT 00:58:22 Jordan Henry: Our chapters have been asking for shorter online trainings. Definitely something to look into more in 2023! 00:58:22 Sarah Robertson - Billhighway: https://www.camft.org/ 00:58:37 Sarah Robertson - Billhighway: Peggy suggested checking out CAMFT's new chapter website resources 00:59:58 Tandi-Jo Lantrip: We have periodic calls for Chapter President and President-Elects. We provide updates and then have open discussion. We ask them to submit any topics they'd like discussed. We also have a breakfast for Chapter Leaders at our Annual Conference. Chapter Presidents and President-Elects have a private online community. 00:59:59 SARA Jasper: MIchele Champion will be pleased you recommended our site. 01:00:22 Shelley Wales: All of the above, lol 01:00:33 Sarah Robertson - Billhighway: Yay, nice work, Sara & Michele! 01:00:48 Kari Zick: Loved the Chicago session! 01:00:56 Sarah Robertson - Billhighway: It was amazing to see everyone in person last month 🎊 01:01:00 LaShay Sydnor: @Shelley, same! Providing variety is most important. 01:01:05 Maria Pagan: Chicago Session was awesome! 01:01:23 Kari Zick: Wish it was longer LOL 01:01:48 SARA Jasper: Yes, we have. We want to know what our members want from us. 01:01:55 Tandi-Jo Lantrip: https://www.camft.org/Membership/Chapters/Chapter-Leader-Resource 01:02:24 Shelley Wales: What I REALLY wish is that I didn't have to design all these different trainings for leaders, it's so time consuming, ha. Is there a place that has some good generic chapter leader trainings we can refer them to? (I realize that would be over-simplified since all orgs are managed differently, haha). But for real... 01:02:30 Sarah Robertson - Billhighway: Thanks for sharing, Tandi-Jo! 01:04:24 Terry Cox: @Shelley great point. 01:04:38 Shelley Wales: Love that idea, I'm putting "audits" on my to do list. 01:04:49 Leslie Whittet: @Shelley - I've used our LMS for chapter leader training. Up front work but then it's an on demand resource. Also use LMS for new member orientation/onboarding. 01:05:54 Shelley Wales: @Leslie, thanks. We JUST launched an LMS so we're very excited about that. The upfront work is killing me. I'm just. so. tired. haha (thanks for letting me vent) 01:06:51 Leslie Whittet: @Shelley - I feel you!!! ;-) 01:07:11 Paula Aviles: Love the "Shift from watchdog to coach" frame of mind 01:07:25 Jordan Henry: Same Paula! 01:07:52 Susan Mosedale: with 250 chapters we conduct a chapter assessment every other years, one on conversations online and at events; we only offer a paper option as last resort. 01:08:33 Sarah Robertson - Billhighway: Peggy referenced the 2022 Chapter Benchmarking Report >> https://www.billhighway.co/2022-chapter-performance-benchmarking-report/ 01:08:36 Jill Murphy: WE have our Regional VP's do an annual assessment of their chapters. 01:09:27 Shari Beck: How do you handle the annual turnover from one Chapter officer to another - Ensure the info is passed along to the new leader? 01:09:32 Kari Zick: Does anyone have an assessment sample to share? We do an annual report but looking to spice that up a bit 01:10:16 Alexa Churchwell: We are launching a new program in 2023 that incentivizes chapters with funds based on actions that mirror strategic plan (providing quality education and local level, offering scholarships to education events and for continuing school, etc.) 01:10:22 Jill Murphy: WE provide them a form that asks them to provide a green/yellow/red checkbox for each thing we ask about. We break the report into basic/ middle/ advanced. We ask them to meet w/ their chapters to discuss and also get their input to how they think they are doing. 01:10:54 Jill Murphy: And beyond basic everything ties to our strategic plan goals & objectives. 01:13:43 Shelley Wales: @Alexa, that sounds very interesting! 01:14:24 Shelley Wales: Do you mind sharing what the chapters feel like are worthy incentives? We seem to struggle with that and they don't seem to need funding (surprisingly). 01:15:31 Annessa Kirby: We are incentivizing chapters with comp reg to the annual conference. That seemed very attractive. 01:15:37 Kelly Schild: Yes 01:16:09 Emily Jennings: Yes, we have turned those into a "Chapter Knowledge Series" where chapters can share best practices on virtual events, succession planning, etc. 01:16:20 Shelley Wales: @Annessa, thanks! 01:18:48 Annessa Kirby: We have an "essentials" video series, monthly live webinars and an annual leadership symposium for leaders. Still, we have wide gaps in knowledge among our chapter leaders. 01:19:02 Jill Murphy: I created and printed Quick Reference Guide to give out at our Chapter Leader Workshop and it was all the stuff they ask constantly. It was a huge hit. 01:19:42 Julia Kloehn: @Jill, would love to see your Quick Reference Guide if possible 01:19:57 Rose Smoot: I would love to see you Guide as well. 01:19:59 Kari Zick: Me too! 01:20:00 Liz Urban: +1 for the guide @jill 01:20:54 Leslie Whittet: Thanks, @Peggy and @Sarah. Gotta jump. 01:21:11 Sarah Robertson - Billhighway: Bye Leslie! See you next time :-) 01:21:37 Thomas Ulmet: I just told a chapter president last night that all their members are future officers, so give them opportunities to lead, like being in charge of organzing photos from an event. 01:22:23 Shelley Wales: Great idea @Thomas 01:22:58 Jill Murphy: All my chapter resources are here: https://www.same.org/post-resource-center/ Pop open the tab for Post Operations & Admin for our quick ref guide and Post (those are what we call chapters) Operations Manual. 01:25:02 Shari Beck: This is fabulous info! What if we had a quarterly meeting like this to share ideas on Chapters? 01:25:35 Alexa Churchwell: thanks @jill! 01:25:41 Nick Stepaniak: This was amazing but I have to hop off and join another call! Thank you all so much for you insight! 01:26:00 Sarah Robertson - Billhighway: Let us know what you want to see next year >> https://www.surveymonkey.com/r/CEXpoll​ 01:26:27 Jill Murphy: Gotta go - this was great - so many good ideas!! thanks as always to BH and MM :) 01:26:49 Sarah Robertson - Billhighway: Thanks for joining and sharing everyone! 01:26:51 Shelley Wales: Thank you ALL for this content and all the great discussion/sharing!! 01:27:19 Sarah Robertson - Billhighway: Let's design learning for you...take the survey >> https://www.surveymonkey.com/r/CEXpoll​ 01:27:28 Kari Zick: Thank you!!! 01:27:35 Sarah Robertson - Billhighway: We're so thankful for all of you and this community! 01:27:38 Jana Pauldin: Thank you! 01:27:38 Alexa Churchwell: Great hour spent learning! 01:27:40 Tandi-Jo Lantrip: Thank you Peggy. Excellent information. 01:27:41 Susan Mosedale: thank you - very informative 01:27:47 Rose Smoot: Wow! this was great Peggy. My brain is swimming. Happy Thanksgiving to all! 01:27:50 Sarah Robertson - Billhighway: Slides & recording will be shared soon :-) 01:27:52 Shari Beck: Thank you Peggy! Happy Holidays! 01:27:54 SARA Jasper: Thank you! Happy HOlidays! 01:27:55 Shelley Wales: ❤️❤️❤️ 01:27:57 Sarah Robertson - Billhighway: Enjoy the holidays! 01:27:59 Paula Aviles: Thank you! 01:28:01 Nina Holman: Thank you Peggy, Happy Holidays!