2018 annual membership business meeting - pminyc...2018/01/17 · albert appouh–pmief new york...
TRANSCRIPT
2018 Annual Membership Business MeetingJANUARY 17, 2018
Program AgendaSteve Nosal:2017 Chapter Review
Loretta Gadson:2017 Financial Review
Karen Fox:2018 Chapter Preview
2017 Annual Meeting Minutes Approval
2017 Chapter ReviewStephen Nosal
Immediate Past President
2017 BoardStephen Nosal – President Karen Fox – President ElectBillal Farhat – VP – Marketing and CommunicationsInna Erenberg – VP – OperationsPam Young – VP MembershipLoretta Gadson – VP – Finance Julia Murphy – VP – Professional DevelopmentAnna Thomas – VP OutreachFrank Bacchus – VP – SymposiaHolly Ripley – Past President
Year End Member Statistics
3,193 Members as of Dec., 20172,060 Hold PMI Credentials
PMI CredentialPMP 1887PMI-ACP 71CAPM 57PMI-RMP 16PgMP 12PfMP 6PMI-SP 6PMI-PBA 5
PMI Credentials Obtained in 2017
PMI CredentialPMP 290PMI-ACP 22CAPM 28PMI-RMP 1PgMP 2PfMP 6PMI-SP 1PMI-PBA 2
PMI Scholarship Winners
Albert Appouh – PMIEF New York City Scholarship
Felicia Burch – PMI Information Systems Community of
Practice Scholarship Fund
Thanks to our 2017 Sponsors
2017 Year End FinancialsLoretta GadsonVP Finance
2017 Profit and Loss ReportSponsorships $2,340.50 1.61%Membership Dues $107,775.00 74.25%Meetings & Events $35,044.54 24.14%Total Income $145,160.04
Awards & Recognition / scholarship $2,497.04 1.75%Bank Service Charges $3,450.54 2.41%Equipment Rental $218.03 0.15%Software Licenses & Subscriptions $5,741.99 4.01%Miscellaneous $950.93 0.66%Postage and Delivery $176.35 0.12%Printing and Reproduction $429.99 0.30%Website $3,494.35 2.44%Professional Fees $1,450.00 1.01%Program Expense $98,900.62 69.14%Supplies $1,477.60 1.03%Travel & Entertainment $24,262.30 16.96%Total Expenses $143,049.74
Interest income $153.37
Net Profit $2,263.67
PMI New York City Chapter, Inc.Balance Sheet
As of December 31, 2017
Total
ASSETS
Current Assets
Bank Accounts
1000 PMINYC Savings Acct 101,771.96
1100 PMINYC-188 141,718.24
Total Bank Accounts $ 243,490.20
Accounts Receivable
1200 Accounts Receivable 0.00
Total Accounts Receivable $ 0.00
Other Current Assets
1300 Prepaid Expenses 0.00
1490 Undeposited Funds 0.00
1495 Uncategorized Asset 0.00
Total Other Current Assets $ 0.00
Total Current Assets $ 243,490.20
Fixed Assets
1498 Depreciable Property 7,021.89
14989 Accumulated Amortization -6,877.33
Total Fixed Assets $ 144.56
TOTAL ASSETS $ 243,634.76
LIABILITIES AND EQUITY
Liabilities
Current Liabilities
Accounts Payable
2000 Accounts Payable 0.00
Total Accounts Payable $ 0.00
Total Current Liabilities $ 0.00
Total Liabilities $ 0.00
Equity
3000 Retained Earnings 241,371.09
3100 Opening Bal Equity 0.00
Net Income 2,263.67
Total Equity $ 243,634.76
TOTAL LIABILITIES AND EQUITY $ 243,634.76
2018 Chapter PreviewKaren FoxPresident
2018 BoardKaren Fox – President Julia Murphy – President ElectYael Israel – VP Communications & TechnologyInna Erenberg – VP OperationsPam Young – VP MembershipLoretta Gadson – VP Finance Frank Saladis – VP ProgramsAnna Thomas – VP OutreachFrank Bacchus– VP SymposiaStephen Nosal – Past President
2018 PreviewLeadership Team’s Objectivesv Reach out to and engage members
v Connect with new members early to understand needs & show value of membership
v Change Program & Education offerings to increase value
v Continue to connect with longer term members to provide growth opportunities
v Increase chapter sponsorships
v Acquire sponsors who provide value to our members
v Create additional revenue stream
2018 PreviewLeadership Team’s Objectivesv Recruit and engage our volunteers
v Provide opportunities to those members interested in giving back
v Provide clearly defined roles and expectations
v Continuously find ways to demonstrate appreciation for the work and effort our
volunteers provide
On the Horizon for 2018v Symposium
v April 20-21v Theme is “Raise Your PMIQ!”
v Programsv Quarterly Chapter Dinner Meetingsv March 21 – Speaker is Carl Pritchard
v Smaller networking type sessions focused on specific areas of interest v Webinarsv Researching Virtual or Online Conference meetings
v Membershipv More focus on volunteering, volunteer engagement and volunteer satisfactionv Emphasis on new requirements for PMP/CAPM exam by the PMP Study Groupsv Exploring setting up an ACP Study Group
v Communications & Technologyv USuggestIt.com/PMINYC Suggestion Box
The Board Members Appreciate the Dedication of All Members and Volunteers !
We truly could not be a Success without Your Support and Interest.
Meet Our VolunteersMembershipProgramsOutreach
FinanceSymposiumOperations
Communications &TechnologyMarketing
January Sponsors
Tonight’s Speaker Presentation
A Billion Dollar Project Blunder – The Root Cause of Project Success!
Uri Galimidi