SHRM BASICS First Time Attendees & New Volunteer Leaders

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WELCOME!!

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Introductions –Your District Director

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Introductions - Your District Director

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Introductions

New Volunteer Leaders

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Today’s Agenda

• Fun Facts • Chapter Compliance • Program Recommendations • Certifications • Volunteer Leader Resource Center • 2019 Important Dates • Our Team • Q & A

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Fun Facts – SHRM National

• The Society for Human Resource Management (SHRM) is the world’s largest association devoted to human resource management.

• Founded in 1948, SHRM currently has more than 575 affiliated professional chapters and 400 student chapters.

• SHRM headquarters is in Alexandria, VA.

• SHRM has more than 300,000 professional and student members in more than 165 countries.

• SHRM has about 400 staff members and more than 6,000 volunteer leaders!

• Visit SHRM Online at www.shrm.org

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Fun Facts – Virginia SHRM State Council

• The Virginia SHRM State Council represents over 14,000 human resource professionals in the Commonwealth of Virginia and the District of Columbia.

• Virginia SHRM State Council currently has 19 SHRM affiliated professional chapters and 16 student chapters.

• Visit Virginia SHRM State Council Online at www.hrvirginia.org

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Chapter Compliance

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Chapter Compliance

• National • SHAPE (SHRM Affiliate Program for Excellence)

• CLIF (Chapter Leader Information Form)

• Chapter Bylaws • Tax Filings

• CFSP (Chapter Financial Support Payment) • State Council

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Chapter Compliance - SHAPE

SHAPE Planning Workbook • Use as a planning tool for your chapter • Review at each meeting to assure initiatives are on track

• Look to the SHAPE Center on the VLRC for resources https://community.shrm.org/vlrc/business-

operations/chapter-business-operations/chapter-deadlines

SHAPE Worksheet • Use this tool to track progress throughout the year at

each board meeting

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Chapter Compliance - SHAPE

Key Points to Remember: • Can serve as a “roadmap” for the coming year • Covers planning year: 1/1 – 12/31 • Due 1/31 following the chapter year • Completion of Section 1 required to maintain “good

standing”

The SHRM Excel Awards application is separate and distinct from the SHAPE program.

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Chapter Compliance - CLIF

Chapter Leader Information Form (CLIF) • Contact information for chapter’s Board for the

coming year • Due 12/1 of each year

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Chapter Compliance - Bylaws

The Chapter’s “Operating Manual” • A copy of your chapter bylaws is available at SHRM;

contact your Member Engagement Associate (MEA) • Chapter bylaws should be reviewed annually. • Revisions must be sent to your Field Service Director

(FSD) for review and SHRM approval • Any bylaws changes must be approved by SHRM

before the chapter members vote (ratify) • Chapter Bylaws Sample

• https://community.shrm.org/vlrc/business-operations/chapter-business-operations/chapter-affiliation

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Chapter Compliance – Tax Filings

• Chapters qualifying as a non-profit organization must file yearly

• Form filed depends on annual gross receipts • 990 - Gross receipts > $200,000 or total assets > $500,000

• 990EZ - Gross receipts < $200,000 and total assets < $500,000

• 990-N Gross receipts of $50,000 or less

• Due 15th day of the 5th month following chapter’s year-end • Penalties for late filings • Open to Public Inspection

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Chapter Compliance - CFSP

Chapter Financial Support Payments

(CFSP)*

Non-100% Chapters – 2x Year

– $5.00 for each Professional SHRM member primarily coded to the chapter.

100% Chapter – Quarterly – $6.25 for each professional SHRM members

primarily coded to the chapter.

Net Gains – Paid in the first quarter of each calendar year – Calculated by subtracting the 12/31 national

membership total for last year from the 12/31 national membership total for the current year and multiplying the difference by $25.00.

*All chapters must be in good standing to be eligible for CFSP.

SHRM Certification/ Recertification Incentives*

Chapters - $20 per SHRM Member.

State Councils - $10 per SHRM Member (in-chapter & at-large) in their state.

* Chapters and state councils will receive payments for those SHRM members who recertified by 12/31/18. Payouts will be made in early 2019.

State Councils - CFSP State Councils are given $1 per SHRM Member in the state.

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Chapter Compliance – State Council

• Participate in 75% State Council meetings / calls

• Participate in the Quarterly Best Practices Calls

• Attend the State Council Leaders’ Summit in January

• SHRM Foundation contribution by October 31st

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Program Recommendations

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Program Recommendations

• For Members and Guests: • Networking opportunities

• Creditable presenters

• Pre-approved certified credits

• Professional venue

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Program Recommendations

• Programming Characteristics: • Solid and consistent

• Relevant and current

• Engaging and thought provoking

• Educational and pre-approved

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Certifications

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Certifications – SHRM and HRCI

• Help your members make a commitment to grow in their career

• Promote and encourage certification / recertification for all chapter members

• Ways Chapters Can Help Prepare Members for Exam: • Establish a partnership with a college/ university for

preparatory classes • Establish Certification Prep Study Group within Chapter • SHRM-CP’s Learning Center & HRCI’s Exam Prep

Provider Program

• Provide pre-approved certified sessions and workshops

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Certification - SHRM

• 2 Accredited Credential offerings • SHRM-CP • SHRM-SCP

• SHRM Learning Center • 2019 Testing window dates:

• May 1 – July 15 • Dec. 1 – Feb. 15, 2020

https://www.shrmcertification.org/

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Certification - SHRM

Provider Requirements • Each year, on November 15th, SHRM

Chapters and State Councils are required to “reaffirm” their status as a Recertification Provider.

• A reminder notification email will be sent to affiliates.

Please contact the SHRM Recertification Provider Team directly with any

additional questions RecertificationProvider@shrm.org

(703) 535-6250

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• 7 Accredited Credential offerings – • most common PHR, SPHR, and GPHR

• Year-round testing available; no longer assigned window dates

Certification - HRCI (HR Certification Institute)

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Certification - HRCI (HR Certification Institute)

Provider Requirements • All organizations submitting activities for pre-approval

must register for approval • Renewable every 12 months • 2 – 4 weeks for notice of approval Application Fee: Waived for all SHRM organizations Allowed 1 free conference/year – (Add’l conferences will pay fee of $250)

https://www.hrci.org/provider-network/providers/continuing-education-provider-program

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Volunteer Leader Resource Center

https://community.shrm.org/vlrc

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Chapter Leader Resource Guide

Chapter Best Practices Sample Bylaws Chapter Toolkits Non-Dues Revenue Ideas Fundamentals of Chapter

Operations Chapter Leader Position

Descriptions Guide to Chapter Financial

Management

Volunteer Leader Resource Center (VLRC)

Core Leadership Areas Volunteer Leaders’

Webcast Series Membership

Recruitment & Retention Toolkit

Programming Ideas Web Site Resources Resources for Working

with Volunteers AND MUCH MORE!!!

https://community.shrm.org/vlrc/leadership/2017-vls-presentations/vls-leadership

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VLRC - Position Descriptions

Chapter President • Conduct chapter business in accordance with chapter

bylaws • Monitor use, accounting & handling of chapter funds • Lead/Participate in development/ implementation of

strategic planning • Ensure completion of information, meeting attendance,

etc. based on expectations of the chapter • Attend State Council meetings & provide information as

requested • Communicate state, regional & national SHRM goals,

policies & programs to chapter members

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VLRC – Chapter Activities

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VLRC - SHRM Affiliate Printing Portal

• The portal offers co-branded collateral – SHRM and your chapter - Brochures - Flyers - Post Cards - Business Cards

• Help to promote membership and your events

https://shrmaffiliate.morevang.com/customer/account/login/referer/

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VLRC – Non-Dues Revenue Ideas

• Establish relationships with law firms, other associations, universities, etc.

• Invest • Make a profit on chapter meetings • Host sponsors and advertisers for meetings • Earn more CFSP through member drives, Local Member

Only-to-SHRM recruitment, renewals, at-large member-to-chapter recruitment, and SHRM Recertification

• Actively participate in the State Council’s profit sharing for conference attendance

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2019 Important Dates

Dates Event

January 31, 2019 Chapter & State Council 2018 SHAPE Year-End Report due

March 15, 2019 Chapter & State Council 2018 Excel Award Application Due

March 22, 2019 Activity Reports due to District Directors

March 22 Quarterly Best Practices Call @ 12:00 noon

April 7, 2019 2nd Quarterly VA SHRM State Council Meeting

April 7 - 10, 2019 VA SHRM Annual Conference: The Mermaid and the Mariner

April 7 - 13, 2019 National Volunteer Appreciation Week

June 23 - 26, 2019 SHRM Annual Conference & Expo :: Las Vegas, NV (NOTE: chapter events for 200+ people prohibited in June)

https://www.shrm.org/Events/Pages/default.aspx

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Dates Event

July 12, 2019 Quarterly Best Practices Call @ 12:00 noon

July 12, 2019 Activity Reports due to District Directors

July 25, 2019 State Council Strategic Planning Committee

July 26 3rd Quarterly VA SHRM State Council Meeting

September 1, 2019 SHRM Pinnacle Award Application Deadline :: Application Window: June 1 – September 1

October 11 Quarterly Best Practices Call @ 12:00 noon

October 11 Activity Reports due to District Directors

2019 Important Dates

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Dates Event

October 25 4th Quarterly VA SHRM State Council Meeting

October 31, 2019 Last day to make contributions to SHRM Foundation to be included in VLS program

November 14 - 16, 2019

SHRM Volunteer Leaders’ Summit (VLS) :: Washington, D.C.

November 15, 2019 Chapter & State Council 2020 SHRM Recertification Provider Reaffirmation Due

November 22 Deadline for Best Practices Awards Applications

December 1, 2019 2020 CLIF & SCLIF due :: (if you transition mid-year, send it in 15 days before the term starts)

December 31, 2019 Last day to make contributions to SHRM Foundation

2019 Important Dates

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Our Team! SHRM Regional, State Council

and Local Members

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Laurie McIntosh, SHRM-SCP, CAE Field Services Director VA, WV, KY, TN, NC Laurie.McIntosh@shrm.org 703-535-6208 (W) @SHRMLaurie

Robert Bennet Member Engagement Associate (MEA) CT, DC, DE, MA, ME, MD, NH, NJ, NY, PA, RI, VA, VT, WV, PR Robert.Bennett@shrm.org

Jeffrey Luttrell, SHRM-SCP, SPHR Southeast Regional Membership Advisory council (MAC) Representative

We’re Here to Help You!

Our Team! SHRM Regional

Primary contact for: Chapter rosters and member

lists; audits At-large labels Primary Chapter Designation

forms Auditing and CFSP payment

issues Any documents you need

mailed to you Promotional materials General questions

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Michael G. Latsko, J.D., SHRM-CP, PHR State Director president@shrmva.org 434-924-9054

Betty Wilcher, SHRM-SCP, SPHR State Director Elect vicepresident@shrmva.org

We’re Here to Help You!

Our Team! State Council

Karen A. Edmonds Immediate, Past State Director pastpresident@shrmva.org

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We’re Here to Help You!

Our Team! Local Members

College Relations

Diversity HR Certification

Government Affairs

Workforce Readiness

Chapter President Chapter Secretary Chapter Treasurer

Community Relations

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Questions???

Source: www.community.shrm.org