Transcript Slide 1

New Jersey
The Future of IAPP
Tom Bohn, CAE
AGENDA
Primary Drivers for Staff and BOD:
1) What’s In it For You?
2) How do We Build the Profession?
What we are Focusing On:
•Education
•Website
•Membership
•Certification
•Advocacy
•AP Matters
•Volunteer Engagement
•Staff Team
Website
What’s In it For You?:
Key Web Initiatives:
1) Overhaul our website with core features including:
a. Expanded tools and resources
b. Match and Exceed TAPN’s resources
c. Easy to use interface: Distinction between
members and non-members
d. Robust ‘knowledge’ search engine.
e. Streaming RSS
f. Tie in to new AMS and Financial System
g. First page on Google for key searches.
WEBSITE
Home Page
Where We Are:
a. Expanded tools and
resources: DONE
b. Match and Exceed Any WebBase AP Resources: DONE*
c. Easy to use interface:
Distinction between members
and non-members: DONE
d. Robust ‘knowledge’ search
engine: DONE
e. Streaming RSS: DONE
f. Tie in to new AMS and
Financial System: DONE
g. First page on Google for key
searches: DONE
WEBSITE
Website Traffic
Average daily unique visitors
Average total visitors
Old site
New site
68
121
620
833
% Increase
900%
688%
According to Google Analytics IAPPNET.ORG is the Web’s
Number One Searched Site for AP Related Information!
Only Live for 4-Months!
WEBSITE
Resource Center
1) Over 350 tools,
White papers,
surveys and
more.
2) Updated
Weekly.
3) New Campaign
for members
who share
resources—all
expense paid
Forum.
WEBSITE
Career Center
 Special AP
Career Center,
hundreds of up-todate listings.
 New articles and
resources from
Robert Half.
Post Resume.
WEBSITE
Social Networking
 But there is more
to come!
 Personalized
ListServ and Bulletin
Board Technology in
one system. Ap EGroups!
Linked-In Group.
WEBSITE
AP Calendar
 Calendar that
consolidates all AP
events—Chapters,
IAPP, and Partners!
WEBSITE
Annual Forum
You Asked for Changes:
1) 115 Work Shops (75% Brand New Topics/Leaders).
2) 10 Tracks.
3) Six Well Known “Key Note” Speakers.
– ESPN’s Lee Corso – Opening Reception Speech (Sunday) –
– MSNBC’s Chris Matthews – Opening Keynote Speaker (Monday AM) – name
recognition / political implications after the election
– Andy Andrews “The Travelers Gift” – Keynote Speaker (Tuesday PM) –
leadership / motivational
– Michael Treacy “Harvard Expert on Outsourcing” discusses what's next for AP
– Keynote Speaker (Wednesday AM) – customized outsourcing / off shoring
with a Q&A moderated panel
– Kevin King/Humorist – Keynote Speaker (Thursday AM) - communication
– CNN’s Soledad O’Brian – Closing Keynote Speaker (Thursday late AM) –
name recognition & diversity
4) Facilitator Training Course Offered in February (WEB-X) and During Pre-Conference
Workshops to improve session delivery.
5) 20 Possible CAPP Points (16 in 2008)/20 CPE’s.
6) Healthcare and Retail Workshops.
7) Pushing Attendance with Early Bird Special, TAPN Discount, big marketing push.
FORUM
Products and Services
Training the Way You Need It:
EDUCATION:
1) Four group live seminars in partnership with other providers. (Each site to have
minimum of four courses. )
2) Add 12-new custom webinars that are tied to the most popular workshop topics
offered at the previous Forum. Third Thursdays!
CERTIFICATION/EDITORIAL:
1) Rewrite and publish the CAPP study guide.
2) Update CAPP Exam. Big marketing push.
3) Update and publish the “Benchmarking” and “Salary” Surveys.
4) Update AP Matters with expanded/ custom editorial.
5) New Bi-Monthly E-Mail Member Newsletter.
PROFESSIONAL GUIDANCE:
1) Create a set of AP “Official Standards” and Code of Ethics.
ADDITIONAL INITIATIVES:
1) Educational Needs Assessment .
2) On-line Study Program.
3) Fraud-related initiatives (Webinars, Seminars, Articles, Book). Sold-Out
Seminars & Webinars
In Partnership with…
•
•
•
•
Chris Evanoff (Soltec, Inc.)
Sean Evans (DuCharme, McMillen, & Associates, Inc)
Chris Doxey (Business Strategy, Inc.)
Peter Goldmann (White Collar Crime 101, LLC)
Seminars - Deliverables include:
 Seminars include AP Best Practices, Compliance & Tax Training.
 New topics to be added including Leadership Skills and Detecting Fraud in AP.
Webinars – Deliverables include:
 FREE! – Third Thursday webinar program was kicked off in October 2008 and
have already expanded capacity due to demand.
 Fee-based – In partnership with Peter Goldmann, developed a series of fivebimonthly webinars at $50 each or $200 for the bundle. (Program will begin in
January and will run through September 2009).
EDUCATION
On-line Study Program
In Partnership with…
SmartPros offers custom training and education programs for banking, insurance and
investment professionals. Over 300 online courses are available.
Deliverables include:
 All you can learn subscriptions to hundreds of courses at discounted rates.
 SmartPros are sponsored by NASBA and are approved for CPE and
CAPP/CAPA credits.
 This program is available through our new website and offers courses in
various areas of Finance, Accounting, Tax and much more.
EDUCATION - CERTIFICATION
On-line Study Program
Can buy one
course or “all
access” package.
Receive CPE’s
IAPP receives
40% of sale.
Offered at 3550% lower than
retail.
Publications
Expanded Length
New Departments
including Abagnale
More Original content
Updated Design
Increased Advertising
AP MATTERS
Membership
What’s In It For You:
The key to any associations success is its ability to grow and retain members. In 2008-09 we will:
1)
2)
3)
Achieve an 85% retention rate.
Add 1700 new members.
Set foundation to double in size within 5 years.
Key Initiatives:
1)
2)
3)
4)
Create a member satisfaction survey that also includes questions that allow us to prospect for new services
that hold value to our members. Re-measure at year-end.
Create a Group Membership structure.
Develop and Implement a plan for government AP members.
Develop/implement a comprehensive membership growth system with:
• Automatic Enrollments
MEMBERSHIP
Membership Trends
6-Year Trend
4803
3961
4083
4117
2005
2006
2007
3707
3402
2003
2004
2008
Group Memberships
 73 New Group
Memberships/Companies
have signed including
Wal-Mart, Lowes.
 Cost effective way to
include more AP
Professionals.
Group’s Receive
Forum Discounts, and
other added benefits.
GROUP MEMBERSHIP
Advocacy!!!
New Campaign will appeal to
AP leaders AND
CFO’s/Controllers.
Core Advocacy Campaign..
In addition to direct mail will
be featured in CFO Magazine,
AFP, FEI and Web.
MEMBERSHIP and ADVOCACY
CFO Advocay
MEMBERSHIP and ADVOCACY
CFO Campaign Premium Direct Mail
 Kits to be delivered
to non-member Fortune
1000.
Other “High-Priority”
recruitment targets.
MEMBERSHIP and ADVOCACY
Volunteer Engagement
•Increase opportunities
for volunteer
engagement and make
leadership selection
process transparent.
Board Of Directors (9)
3 Vice Chairs
Membership, Education, Cert.
Strategic Advisory Committee (20-25)
Chapter Leaders, Vice Chairs,
Committee Chairs, Key Staff
IAPP Committees
Membership, Education, Certification,
Exhibitors, Advocacy
Chapters/Chapter Leaders
70 Chapters
IAPP Membership
Certification: CAPP and CAPA
Broad Changes to Program Including:
 Aggressive Promotion to CFO’s, Controllers, etc.
Not tied to membership.
Easier to meet on-going education needs. 1 CPE equals one CAPP.
On-line exam prep.
Trust but verify (Sometimes)! Every three years.
Updated Exam Content/CBOK
IAPP Board
Eric Jones, CPA---Lowes Corporation: Chairman
Dan Valha---Walt Disney World: Senior Vice Chairman
William Lowman, Esquire---Shuffield and Lowman: Treasurer
Robin Cadden---AAA: Secretary
Joyce Larkins, CAPP---Legacy Health System: Vice Chair, Certification
Michael Mallon---Northeastern University: Vice Chair, Education
Kathy Kearney---Costco: Vice Chair, Membership
Jill Farina, CAPP---Aurora Health Care: Member
Thomas Bohn, CAE---IAPP Executive Director
The Team
IAPP
Tom Bohn, Executive Director/CEO
BUSINESS DEVELOPMENT
& KNOWLEDGE MGMT
SHARED SERVICES
KEN BROWN
Director, Shared Services
TRAINING
ADVERTISING/
EXHIBITS
IT / WEB
Elizabeth Wagonseller
Certification and Resource
Center Manager
CONNIE SQUILLARO
Education Manager
TINA KIDD
Advertising & Exhibit
Manager
MICHAEL DYE
IT Systems Specialist
SAM CYPRESS
Certification Specialist
Cathy Bass
Education Specialist
ASHLIE CLARK
Advertising & Exhibit
Admin
MELISSA MCNEELY
Netforum Specialist
MEMBERSHIP
KIMBERLY CHATFIELD
Membership Manager
MEMBER NETWORKING
AND ADMINISTRATION
JENNIFER JENKINS
JO-EL LABORDE
Director, Business Development
& Chief Learning Officer
CERTIFICATION
LAUREEN ALGIER
Editor-in-Chief
MARKETING
Director, Member Networking
and Administration
Open
Receptionist
ONLINE COMMUNITIES*
ANNUAL FORUM
TABATHA ASHLEE
AF Specialist
LOCAL CHAPTERS
TRACI BARBAR
LC Admin
SHEREE SHEAREY
Bookkeeper*
Joe Stern
Graphic Designer
*Contracted
Questions?