state of the association · · 2015-06-17state of the association looking forward - 2012 ......
TRANSCRIPT
State of the Association Looking forward - 2012
Presented by:
Merlyn Hough
2012 President A&WMA 2012 Overview
If 2010 was about “restoring financial
control and transparency,”
..and 2011 is best summed up as “the year
we took on restructuring and
systemization” – and got our house in order,
..then we will look back together on 2012 as
the year we took on enhancing our
“Community and Communications.”
Goals:
To bring you all up to date with
International’s operational progress
Briefly discuss 2011-2012 projections
Membership update
Discuss challenges facing the Association
Share some of the budgeted initiatives for 2012
My Personal A&WMA Experience
Professional Development
Specialty Conferences, especially PM & Ozone
Technical Workshops
Journal & EM magazine
Webinars
Networking & Friendships Section (PNWIS and other) meetings
Chapter (Oregon, Puget Sound) meetings
A&WMA Annual Conferences & Exhibitions
Leadership Opportunities At Chapter, Section & International levels
Career Advancement (supported by all the above)
Oakridge PM2.5
Nonattainment Area
My Personal A&WMA Experience
Professional Development
Specialty Conferences, especially PM & Ozone
Technical Workshops
Journal & EM magazine
Webinars
Networking & Friendships Section (PNWIS and other) meetings
Chapter (Oregon, Puget Sound) meetings
A&WMA Annual Conferences & Exhibitions
Leadership Opportunities At Chapter, Section & International levels
Career Advancement (supported by all the above)
A Year of Managed Change
systemic changes in our workflow, administrative structure,
volunteer support services, and staffing
Launch of our Association Management System: iMIS
Began migrating to Electronic Publishing services
Implemented market research and profiling tools
Refined our zero-based budgeting methods and financial
reporting
Saw the launching of our redesigned website
Instituted 3 year Staffing and Volunteer Support plan
Created a new Business Development department at HQ to
address branding, partnerships, sponsorships, advertising,
and media sales.
Financial Performance
A year of unforeseen financial challenges
Testing our ability and resolve to “correct course”, re-stabilize,
and conserve
Recessionary Economies, concerns over the strained global
political climate, a string of natural disasters in the 2nd quarter,
unrelentingly affected our environmental industries – “a perfect
storm”
We continued to see a heightened conservatism in the
business community, low demand for products and services,
federal budget cuts, and regulatory ruling delays
– all adding up to challenge budgeted and planned A&WMA
programming in 2011...
July 2011 – adoption of a “Loss Mitigation Strategy”
Headquarters took needed steps to implement policy and procedures to curtail
discretionary spending, freeze hiring, and monitor all program and service
execution for member value and needed ROI
We resolved to prudently steward the finances and operational services while
seeking to balance and prioritize scarce resources, matching expenses to
revenues - to “weather the unforeseen complications inherent in forecasted
budgeting”
Cause & Effect
• Threat of continued workforce
reductions
• Organizational consolidations
• Tightened marketing dollars
• Budget reductions for
professional development
• Tightened discretionary
spending by members…
• Canceled or reduced C&E
programming in April/May 2011
leads to a drop of over $146,000
(potential) lost revenues
• In May we identified an off
budget plan potential loss of
$450-$500K
=
Revenue & Expense
Where did the
money go?
Where did the
money come from?
Bottom-line: we lost programming of $146K that we could not make
up and we will likely post a $156K operational loss for 2011.
Are we okay? Yes!
Where did we end up?
Liquidity 12/31/11 preliminary
$20,495 Cash at PNC
$1,162,165 Investments/ Operating WF
$104,792 Money Market Fund
$501,000 Certificates of Deposit
$556,373 Mutual Funds
Operations
$3,118,000 Revenue
$3,274,000 Expense
=========
($156,000) * Operational Loss
(*before interest income)
Liquidity 12/31/10
$75,505 Cash at PNC
$1,349,562 Investments/ Operating WF
$19,261 Money Market Fund
$746,000 Certificates of Deposit
$584,301 Mutual Funds
Operations
$3,821,000 Revenue
$3,901,000 Expense
========
(80,000) * Operational Loss
(*before interest income)
What can we do?
Learn from the challenges we faced…
We have operational reserves & working capital
We have a strong 2012 program including a MEGA
We have time to strategize and plan opportunity to
address our critical need to “break the odd-year” cycle –
via targeting 2013 budget priorities and programs NOW
We need to address PROGRAMMING development
• To provide member-driven, relevant, and revenue
generating programming
• Especially to tackle 2013 – a non-MEGA year.
From the Treasurer’s Report
• At the end of each fiscal year, the surplus/deficit is added to the previous year’s balance to
comprise the A&WMA’s Fund Balance (FB)
• Note, FB comprises part of the Cash/Investments.
• In the “for-profit” world, you would term these funds our “retained earnings”
• Our fund balance is approximately $800K
• As of 12/31/11 – A&WMA Investments/Cash are estimated to be approximately $1,162,165
with $556K invested in Mutual Funds and $501K in Certificates of Deposits earning 4-5%.
FUND BALANCE
From the Treasurer’s Report
• At 12/31/11, the Scholarship Fund had $574K
• The Scholarship fund is separate from A&WMA’s Cash.
• In 2012, $28K is planned to be given out as Scholarships
through International’s award programs.
Top 5 countries
for visits to awma.org: (2011)
United States - 98,163
Canada - 8,860
India - 2,116
Taiwan - 1,760
United Kingdom - 1,583
Turkey
Chapter
Program Development Taskforce Integration and coordination of efforts
(products, services, and activities in support of Member Service and revenue generation)
Technical Council
Sections &
Chapters
Education Council
YPAC
Membership
Committee
Finance
Committee
Partnership
Development
Publications
Committee
Why do we need a Program
Development Taskforce?
In 2011, $90K of
programs/meetings were cancelled,
which accounted for most of the
budget shortfall
Need a long term solution for
filling the budget gap during
non-Mega years
Previous Energy & Climate
taskforce ran into resistance
coordinating with current
approaches
Need better integration of
various programs
Program Development Taskforce Integration and coordination of efforts
(products, services, and activities in support of Member Service and revenue generation)
PURPOSE
Take the lead in promoting collaboration
between the four Councils and the major
standing Committees of the Board.
COMPOSITION
12 Member, intra-governance “super taskforce”
with one representative from each of the four
Councils and four of the Board-appointed
Committees.
The President and the Executive Director will
also serve as a members of the PDT to
coordinate Board and Staff interactions and
resources.
Technical Council Ricky Tropp, Past Chair
Sections and Chapters Council Gleness Knauer , Chair
Education Council Ram Ramanan, Chair
Young Professionals Advisory Council Jennifer Tullier, Vice Chair
Membership Committee Dallas Baker, Chair
Finance Committee Dan Weiss, Vice Chair
Partnership Development Committee Gary Gasperino, Chair
Publications Committee Mike Kleinman, Chair
WITH OUR PARTNERS
Continue reviewing and select proposals for enhanced association affinity
program offerings for increasing non-dues revenue.
ex: IPEP related course programming with Saudi Aramco and USAF
BY OUR MEMBERSHIP
Developing and implementing an Association-wide Ambassadors Club
program in the theme of an institutionalized, year round and ongoing
members get members program.
BY OUR BOARD
Marketing & Programming that emerges from the efforts of the Program
Development Taskforce.
BY OUR PRESIDENTS & ASSOCIATION LEADERSHIP
Targeted outreach to organizational members (current and prospects) to
encourage joining under the new 2012 organizational membership category
structure.
ex: Sections & Chapters Outreach with State of Association presentation
BY OUR STAFF
Updating the membership marketing plan while investigating new partners for
complementing inside recruitment/retention efforts.
Plans carrying over from 2011 to 2012 include:
IPEP
How did we do 2011? $1.5 gross, $431K in profit, $63k+ to revenue sharing
Permitting Workshops – broken out with Section profit share totals..
Scheduled for 2012
Date Event Location
April 15-18 WEF Odors and Pollutants Louisville, KY
April 23-26 Measurement Symposium Research Triangle Park, NC
May 10-11 Permitting Workshop Atlanta, GA
June 19-22 Annual Conference & Exhibition San Antonio, TX
July 24-25 Permitting Workshop Minneapolis, MN
August 19-23 MEGA Symposium Baltimore, MD
September 18-19 Utility/Boiler MACT Workshop Chicago, IL
September 24-28 Visibility Conference Whitefish, MT
October 2-4 Vapor Conference Denver, CO
October 23-24 IT3 Conference New Orleans, LA
November 1-2 Marcellus Shale Workshop with AIChE Pittsburgh, PA
November 13-14 Permitting Workshop Hartford, CT
November 27-29 Information Exchange Research Triangle Park, NC
December 11-12 Boiler MACT Workshop New Orleans, LA
Total of 6,516 members as
of December 2011.
Contained overall
membership loss to 5.5%
(-377) between December
2010 and December 2011.
This is an improvement over
the 10.8% decrease (-836)
the previous year.
The 2011 renewal rate (for those who remain with the
organization) jumped from 87% in 2010 to 95% in 2011.
Or conversely, the 2011 lapse rate (for those who do not continue
with the organization) decreased from 13% in 2010 to 5% in
2011.
Our 2012 budget prioritized support for:
Membership outreach
Sections & Chapters support
Conference & Events diversification
Staff and Volunteer support planning
Professional Development opportunities
Student and YP programming enhancements
Investments in infrastructure & administrative systems
Financial and marketing research tools & methods
• Focused on a providing relevant membership products and services
• Both traditional and new programming is planned in 2012