NextGen Committee Chair Presentation Chapter... · 2015-10-20 · 2013 TMA NEXTGEN LEADERSHIP MEETING December 14 - 16 | New York City NextGen Committee Chair Presentation December

2013 TMA NEXTGEN LEADERSHIP MEETING

December 14 - 16 | New York City

NextGen Committee Chair

Presentation

December 15, 2013

Matt Lupton

Global NextGen Subcommittee

for Membership

Presentation Overview 1. Sent out blank presentations to collect data on each NextGen group:

• Your current “Growth Stage”

• Start-Up, Growing, or Mature

• Time in existence

• The structure of your group

• The types of events you produce

• Typical number of attendees

• If you charge for events

• if so, how much?

• Your use of promotional material

2. Compiled the data and correlated activities for groups within the same

stage of growth – trends emerged



Responses Good Response Rate – 15 out of 18 represented

• Mature Chapters

• Canada – Toronto Chapter

• Georgia – Atlanta Chapter

• New York City – NY Chapter

• Boston – Northeast Chapter

• Philadelphia Chapter

• Growing Chapters

• Southern California Chapter

• Canada – Montreal Chapter

• Midwest – Chicago Chapter

• Michigan – Detroit Chapter

• Texas – Dallas/Ft.Worth Chapter

• Texas – Houston Chapter

• Start-Up

• Arizona Chapter

• Connecticut Chapter

• New Jersey – Chesapeake Chapter

• Carolinas’ Chapter



Presentation Overview

1. Introduction to each chapter by “Stage of Growth”

2. Discuss the trends within the data for each stage

3. Ending Conclusions



Mature Chapters

• Canada – Toronto Chapter

• Georgia – Atlanta Chapter

• New York City – NY Chapter

• Boston – Northeast Chapter

• Philadelphia Chapter






Presentation

December 15, 2013

Dan Wootton

Toronto

Chapter NextGen Group Details

Our NextGen Group is Currently in the Mature Stage

• Number of people in our NextGen group – 115 (approximately 30% of Toronto Chapter)

• The Toronto NextGen group has been in existence since 2010

• How our NextGen group is structured

• The NextGen committee is a subcommittee of the Toronto Chapter TMA Board

• The leadership is comprised of a Co-Chair, Chair and Past-Chair, with each position

being a one-year term

• Each year we send out a request for expressions of interest to be part of the

committee. We identify several roles which we look to fill (i.e. marketing, sponsorship,

event planning, marketing and membership)

• Our objective is to create a balanced committee between accountants, lawyers,

lenders and other industry sectors, male/female, etc.






Presentation

December 15, 2013

Alison Elko Franklin

TMA NextGen Atlanta

TMA NextGen Atlanta - Overview

TMA NextGen Atlanta is currently in the Mature Stage

• Number of people in the TMA NextGen Atlanta Chapter - 75

• TMA NextGen Atlanta has been in existence since 2010 (formerly the “Young

Professionals” or “YP TMA”)

• Structure of the TMA NextGen Atlanta Chapter

NextGen Board

Program Chair

Events Chair (Program Chair-Elect)

Membership Chair(s)

Communications Chair(s)

[National NextGen Representative]

Finance Chair

Event Planning Committee Members

Past Program Chair Advisor



TMA NextGen Atlanta – Governance



Board Organizational Chart

Program Chair

[Board Member]

Events

(Program Chair Elect)

[Board Member]

Event #1 (ex. Panel)

[Board Member]

Event #2 (ex.Twin Lakes)

[Board Member]

Event #3

[Board Member]

Event #4

[Board Member]

Monthly Happy Hour Events

[Board Member]

Communication

[Board Member]

Membership

[Board Member]

Budget

[Board Member]

Past Chair Advisor [Board Member]




Presentation

December 15, 2013

C. Scott Chabina

New York City


Our NextGen Group is Currently in the Mature Stage

• Number of people in our NextGen group – 223 NextGen Members presently under

the “NextGen Promotion” (1,023 total TMA NY Members)

• The NY NextGen group has been in existence since 2011

• How our NextGen group is structured:






Presentation

December 15, 2013

Anna Moreva

Northeast


• Mature Stage - Founded 2006

• 91 Members with 250 on Mailing List

• 7 Committee Members

• Co-Chairs report to Northeast Chapter’s Programming Committee

• Ed Schatz (The O’Connor Group)

• Joe Nappi (Phoenix Management)

• Others represent on Chapter Membership, Programming and Marketing Committees

• Anna Moreva (Hilco Streambank)

• Tyler Harrington (Crystal Financial)

• Peter Bilowz (Goulston & Storrs)

• Julia Bykhovskaia (BulwarkBay)

• Brian Tammaro (RBS Citizens)

• Chairs run programming with Committee input and Chapter Programming approval

• Moving towards sharing more responsibilities with Committee Members






Presentation

December 15, 2013

Joe Mintz

Philadelphia Chapter


Our NextGen Group is Currently in the Growth/Mature Stage

• Number of people in our NextGen group – 60+

• The Philadelphia Chapter NextGen group has been in existence since March,

2011.


• 8 member NextGen Committee

• Committee meetings 3-4 times a year

• Each event is assigned a point-person from the Committee



Summary of Mature Chapter Data



Board Structure

• Well developed board chair and Vice Chair roles

• A solid board or committee structure that can be effectively utilized to assign and

delegate responsibilities

Types of Events

• Have a good mix of both educational and social events

Attendance

• Typically heavier attendance at social events

• Anywhere between 75% - 130% more

• People want to get to know their peers!

• NYC is an exception – only group that has more attendance at educational

events (25% more at educational events)

Summary of Mature Chapter Data



Event Attendant Charges

• Tend to charge for social events

• Makes sense – typically the highest number of attendance

• Average member cost = $48; average non-member cost = $58

• Also tend to provide free educational events

• The data shows that mature chapters are providing educational events as a

free “membership benefit”

• Also makes sense – in exchange for your $300, you’ll get educational

benefits within the field

Use of Promotions

• High use of promotional activity

Specific Mature Chapter Activities to Highlight



• Atlanta

• Community Service

• Toronto

• Email template to new members

Growing Chapters



• Southern California Chapter

• Canada – Montreal Chapter

• Midwest – Chicago Chapter

• Michigan – Detroit Chapter

• Texas – Dallas/Ft. Worth Chapter

• Texas – Houston Chapter




Presentation

December 15, 2013

Mary Ann Kaptain, Kelley McLaren

and James Baring

Southern California


Our NextGen Group is Currently in the Growth Stage

• Number of people in our NextGen group – approximately 30 members

• The Southern California NextGen group has been in existence since 2011.

• The Southern California NextGen group is structured as follows:



NextGen Committee Currently 15 confirmed NextGen committee members

NextGen Committee Leadership Team Chairs: Mary Ann Kaptain, Michelle Salazar, Kelley

McLaren, Kailey Crum and James Baring

Southern California Board Michelle Salazar is the current NextGen board member.




Presentation

December 15, 2013

Stéphane De Broux

Montreal, Canada Chapter


Our NextGen Group is Currently in the growth stage

• Number of people in our NextGen group – 20 on 100 TMA members in the

Montreal TMA chapter

• The Montreal NextGen group has been in existence since 2011

• How our NextGen group is structured as follows:

• Two (2) members on the TMA board are responsible to oversee / organize the

NextGen activities;

• Informal NextGen committee of approximately 10 persons, comprised of

lawyers, bankers and consultants;

• The committee is responsible to develop a calendar of activities and organize

specific events with the support of the two (2) TMA board to ensure proper

liaison.






Presentation

December 15, 2013

Jamie Cote, Robert Meyers, Kat Parker,

Howard Levine

Chicago/Midwest Chapter


Our NextGen Group is Currently in the Growth/Mature Stage

• Number of people in our NextGen group - 100

• The Chicago NextGen group has been in existence since 2011


• 4 Committee Chairs which report and attend Chicago/Midwest Event

• Subcommittees have been built under the committee chair to help expands

on events, sponsorship and communications.






Presentation

December 15, 2013

John Dimovski & Paul Hage

Michigan Chapter


Our NextGen Group is Currently in the Growth Stage [Start-up, Growth, or Mature]

• Number of people in our NextGen group - 125 (54 new this year)

• The Michigan Chapter NextGen group has been in existence since December

2012


• Board of 10 members, including a President, President elect, 2 Membership

chairs, 3 Programming chairs, a secretary, a newsletter chair and a

sponsorship chair.

• 3 attorneys, 2 bankers, 3 financial advisors, 1 CPA, 1 other service provider

• 7 male and 3 female

• Monthly in person board meetings which our TMA President also attends






Presentation

December 15, 2013

W. Steven Bryant

Texas [Houston]




• The Texas [Houston] NextGen group has been in existence since 2003.


• We have a very informal structure. One member of the Texas [Houston] Chapter’s Board of Directors

has the primary responsibility for organizing the NextGen Group’s meetings and events. This

director is also the chair of the NextGen Group.

• Other NextGen members assist the chair in organizing our group’s events.

• The active NextGen members try to meet at least twice a year.






Presentation

December 15, 2013

Sugi Hadiwijaya

Texas [Dallas]




• The Texas DFW NextGen group has been in existence since 2011 / 2012.


• A co-chair person (2 people)

• A Vice Chair

• Committees Structured to be consistent with the DFW Board Structure

• Programs

• Membership

• Sponsorship

• University Relations

• Women’s Initiatives

• Education / CTP



Summary of Growing Chapter Data



Board Structure

• NextGen boards are developing – some more developed than others

Types of Events

• Social and educational - less emphasis on the educational events

Attendance

• Heavier attendance at social events

• Anywhere between 60% to 200% more

• People want to get to know their peers!

Summary of Growing Chapter Data



Event Attendant Charges

• The message on charging for events

• Some groups are charging for social events

• Others charging for educational events

• This is in contrast to mature chapters

• Mature groups are charging for social events and providing free

educational events as member benefits

• Average membership cost = $34 / non-member cost = $42

Use of Promotions

• About ½ and ½ - some utilizing; others not

Specific Growing Chapter Activities to Highlight



• Chicago

• Chapter Admin – helps in the process

• Montreal

• Charged for all events and was able to breakeven

Start-Up Chapters



• Arizona Chapter

• Connecticut Chapter

• New Jersey – Chesapeake Chapter

• Carolinas’ Chapter




Presentation

December 15, 2013

J. Daryl Dorsey

NextGen: Emerging Leaders

TMA Arizona Chapter


Phoenix NextGen Group is currently in the Start-Up Stage

Number of people in our NextGen group – 8 board members

• The Phoenix NextGen group has been in existence since January 2013


• The NextGen Board consists of a chairperson, treasurer and secretary and

five directors.

• Each NextGen board member serves on one or more Chapter Board

committees.






Presentation

December 15, 2013

Peter A.S. Pfeiffer

McGladrey

CTTMA


Our NextGen Group is Currently in the re-start Stage

• Number of people in our NextGen group - 18 (Sept)

• The CT TMA NextGen group has been in existence since 2010


• Re-boot (March 2013)

• Four Emerging Leaders

• Key Markets (Hartford, New Haven, Stamford)

• Using Partnership for Growth

• Kicked off recent events..excellent participation

• Contributing to overall growth

• New Theme (Leadership Under Pressure as it relates to Corp Renewal)

• New Theme (extending the value chain)






Presentation

December 15, 2013

Dipesh Patel

New Jersey NextGen Organization


Our NextGen Group is Currently in the Start-up Stage [ , Growth, or Mature]

•Number of people in our NextGen group – 18 (number does not include people no

longer eligible for the NextGen price break)

•The New Jersey NextGen group has been in existence since October 2011

•How our NextGen group is structured

• The NextGen group is directed by a board of 7 members, which includes a

banker, an accountant, several attorneys, and another turnaround

professional.






Presentation

December 15, 2013

Shannon Hoff

Carolinas Chapter


Our NextGen Group is Currently in the Start-Up Stage


• The Carolinas NextGen group has been in existence since 2013.


• Events are planned by a steering committee and approved by the Board of

Directors.



Summary of Start-Up Chapter Data



Board Structure

• A few different well organized boards

• Generally have a few key people that are working hard to create

Types of Events

• Primary emphasis on social events

Summary of Start-Up Chapter Data



Event Attendance Charges

• Majority of events were free to NG attendees

• When events did include a cost, there was little difference between

member and non-member costs

• Average cost = $26

Use of Promotions

• Little, if any use of promotions

Messages for Your Local NextGen Group



• The Answer for Membership Benefits

• Free Educational Events – data from Mature Chapters

• Charge for Social Events

• That’s where you are most likely to have the highest attendance

• Give your members a free education as their added value

Documents

NextGen Committee Chair Presentation Chapter... · 2015-10-20 · 2013 TMA NEXTGEN LEADERSHIP MEETING December 14 - 16 | New York City NextGen Committee Chair Presentation December