Transcript Document

The Partnership between
The Charles Group and
PRSA-NY
Carol Davis-Grossman
Executive Director
January 8, 2014
History of the PRSA-NY and
The Charles Group Partnership
1993 – PRSA-NY hired The Charles Group
as they faced passing of long term
administrator and declining membership
and reserves
2013 – PRSA-NY membership hits all time
high of 796 members and reserves in
excess of $115,000
Key Areas of Support
• Governance & Board Meetings
 Scheduling, promoting, attending Executive Committee calls, Board
meetings and retreats
 Ongoing support of President, Executive Committee and Board
 General counsel and support to committees
• Membership & DB Management
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Process new members
Manage New Professional Affiliation program
Update monthly comparative statistical reports
Maintain membership database
Distribute monthly email to members re: special promotions and
activities
Key Areas of Support
• Manage Annual Big Apple Awards Program
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Develop and manage budget
Guide and support committee
Manage entry process, judging, sponsorship and finalist notification
Support promotion of event
Registration and all event logistics including onsite management
• Manage/Support Individual Program Schedule & Events
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Manage annual calendar of programs
Set up program online
Promote programs via email
Manage registration
Coordinate all logistics including shipping of all materials for onsite
Reconcile Financials
Key Areas of Support
• Finances
 Develop and monitor budget with chapter Treasurer
 Manage monthly AP & AR and prepare financial reports for
Treasurer/Board
 Monthly bank reconciliation
 Prepare and participate in annual audit of chapter finances
• Manage & Oversee Program & Marketing Committees
 Establish timelines for all chapter activities & manage deadlines
 Support marketing committee activities to ensure alignment with
chapter programs
 Participate in planning and support of agency and corporate
outreach committees
Key Areas of Support
• Official PRSA-NY Chapter headquarters
 Office space
 Dedicated phone lines
 Shared equipment
 Storage space
The Charles Group Contact List
When in doubt, TCG is your “911”
Executive Director: Carol Davis-Grossman
[email protected], 212.228.7228 or 973.575.1444
Team Leader: Rosanne Gogerty
[email protected], 212.228.7228 or 973.575.1444
Membership and Events: Dolores Piro
[email protected], 212.228.7228 or 973.575.1444
Marketing and Events: Amy Farrell
[email protected], 212.228.7228 or 973.575.1444
QUESTIONS?