Accord 2013

November 28, 2012

Agenda

• Purpose of Accord

• Materials– Location– New Items– Collection– Submission

• Deadlines

• Assistance

Purpose of Accord

• Board Policy

• Maintains Liability and D&O Insurance– If you’re not in Accord, you’re not covered!

• Communicates with IHQ

• Benchmarking

• U.S. Chapters Maintain 501(c)(3) Status

Materials – Location

Materials – Location

Materials – Location _____ 2013 Chapter Leadership Form (due date is DECEMBER 17, 2012)

_____ 2012 Chapter Activity Report

_____ 2012 Chapter Program Schedule (Including month, program, title, speaker)

_____ Warranty Statement

_____ Conformance to Bylaws  

_____ Proof of active status of the chapter’s corporation

_____ 2013 Chapter Affiliation Agreement Review

_____ 2012 Financial Statement or Summary

_____ Branding Policy

_____ U.S. Chapters Only – IRS Form 990, 990-EZ or 990-N

_____ Canadian Chapters Only – Form T2 or T2 Short

Materials – Location

• Online forms:– 2013Chapter Leadership Form (due: DECEMBER 17, 2012)– 2012 Chapter Activity Report – Warranty Statement – Conformance to Bylaws  – 2013 Chapter Affiliation Agreement Review– Brand Protection

• Provided by the chapter:– 2012 Chapter Program Schedule (Including month, program, title, speaker)– Proof of active status of the chapter’s corporation – 2012 Financial Summary or Statement– US Chapters Only – IRS Form 990, 990-EZ or 990-N– Canadian Chapters Only – Form T2 or T2 Short

Materials – Collection

• Complete the Chapter Leadership Form• Have the 2013 president sign:

– Warranty Statement – Conformance to Bylaws  – 2012 Chapter Affiliation Agreement Review– Brand Protection– Canadian Chapters – Contract for Services

• Complete the online chapter activity report • Collect 2011 financial summary and program info

• Verify submission of 990 or T2 (through chapter or IHQ)

Materials – Submission

• Send all materials together with a copy of the checklist

• Email to chapter.accord@afpnet.org

• Receive confirmation!

Deadlines• Monday, December 17 – Chapter

Leadership Form due

• January 15 – All other materials due at IHQ

• All materials must be RECEIVED at IHQ by close of business on these days

• Required to receive the 2013 Ten Star Award (awarded in 2014)

Help

• Accord Instructions

• Accord Checklist

• Taryn Goldtgold@afpnet.org or 800-666-3868 x452

• Margie Bennettmbennett@afpnet.org or 800-666-3863 x487

• Heba Mahmoudhmahmoud@afpnet.org or 800-666-3863 x486

Questions?

Thank you for all you do for AFP!