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Chapter Programming 101

Meet your Hosts

Francis Nicholson, 

Managing Director of Curriculum 

and Learning Delivery, The IIA

Artem Mulitsa, 

Chapter Relations 

Manager, The IIA

Lindsay Prichard, DR, CRC

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• How to survey your members?

• How do you select the right topic?

• How to identify the appropriate speaker?

• How to plan and build out a 12-18 month calendar?

What Will Today Bring?

Onboarding and practical

skills

Technical updating and topical issues

Certification preparation

Career progression CPEs Networking

Why Members Seek Professional Development

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Networking Knowledge sharing

Professional insights Instruction Competency

developmentTakeaway

tools

Principal Focus of Training Events

Practical, immersiveImmediate, topical Authoritative, in-depth

More complex and great investment required

Easier, cheaper to organize and deliver

• To create stronger, more competent practitioners, and a stronger profession

• $1.1m investment over three years content development

– In-Person

– Online (live)

– OnDemand (self directed)

Training Strategy IIA HQ

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Picking the Right Topic - Survey Your Members

• Survey your members early Look at when our member

survey goes out and insert date. Recommend issuing the survey around the same time.

• eTouches Survey IIA template Chapter Engagement Survey

• Analyze results

Picking the Right Topic

• Governance• Fraud• Technology• Corporate Social Responsibility &

Sustainability• Risk• Ethics• Operational Auditing• Financial and Compliance Auditing• Audit Management & Skills

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Picking the Right Topic – Choosing a Speaker

• Speaker Database• IIA Key Stakeholders & Executive Leadership• North American & Exec. Committee Members• Chapter Partnerships

• IIA’s Portfolio of Training Deliverables• Principal Partners

4 CPEs • CAE Roundtables

• Half Day Forums

• IIA OnDemand Training

Types of Events - Examples

8+ CPEs• IIA Seminars (Online & In Person)

• Chapter One Day Conference

• IIA Chapter Partnerships

• District Conferences

• CIA Review Course

• IIA On-Site Training

• IIA OnDemand Training

• Collaboration

2 CPEs• Student Events

• Breakfast Meetings

• Lunch and Learns

• IIA OnDemand Training

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• Leveraging– Direct members towards training that’s being offered

– Hold events around MOWs

• Collaborating – Timing and coordination

– Local member pricing

– Chance to meet and network

Leveraging and collaborating

• Support or hosting HQ event (tier 1 and 2 goals)

• Complimentary registrations for chapter leaders linked to local member attendance target

• Hosting and sponsorships towards a social event for local members and training attendees

• Growing membership through HQ marketing for training event

• Financial reward for local members attending HQ training linked to promotion and achieve attendance target

Chapter Partnership Opportunities

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Speed NetworkingProgramming Best Practices

• 5 rotations every 6 minutes

• 7 cards for each attend• 5 for personal rotations • 2 for report out best practices

• Outside stays put, inside moves to their right

• 4 questions – Pick 1 at each rotations • (Repeating questions is allowed)

1) How do you pick your venues? 2) How do you market your events?3) What is your strategy for a successful program year? 4) Recommend a speaker or event title

13

Speed NetworkingProgramming Best Practices

22 23 24 25

12 11 1014

21

15

20

Stage

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Report Out

Planning Ahead

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Planning Ahead

Planning Ahead

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Planning Ahead

Start with Strategy• Strategy:

– is about differentiation

– determine your core capabilities as an organization

– set the course of activities & events to best serve your members’ needs.

Planning Ahead

Follow with Tactics• Tactics:

– are about how a strategy gets implemented

– by themselves don’t always produce a winning result

– include the specific activities that we execute to realize a strategic objective

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Planning Ahead

Planning Ahead

12-18 Month Event Calendar

• Expand Your Planning Horizon

• Set Minimum Expectations and Requirements

• Divide and Conquer

• Consider Your Options

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Planning Ahead

Fixed(1-3 Months)

• Date/Time

• Speaker(s)

• Topic(s)

• Venue

• Cost

• CPE

Flexible(4-9 Months)

• Month/Week

• Speaker(s)

• Topic(s)

• Possible Venues

• Cost Range

• CPE Goal

Formulative(10-18 Months)

• Half/Month

• Possible Speaker(s)

• Possible Topic(s)

• Possible Venues

• Financial Objective

• CPE Goal

Planning Ahead

Benefits• Better Use of Limited Resources

• Increased Chances of Engagement

• Compliments Other Chapter Initiatives

• Opportunity for Recognition and Recruitment

• Improved Member Satisfaction

• Less Stress (Higher Volunteer Retention)

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Planning Ahead

Key Steps• Clarify Objectives

• Understand the Market (inc. External Events)

• Know Your Members’ Interests & Needs

• Understand Resources and Constraints

• Plan for Change

• Communicate, Communicate, Communicate

Planning Ahead

Available Resources• Chapter Programming Checklist

• Chapter Programming Toolkit

• NASBA Toolkit

• Speaker Database

• Peer Chapters

• Upcoming Events Webinar

• IIA and CRC

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Planning Ahead

Vice-President, Chapter Programs