CFMA NATIONAL VOLUNTEER LEADERSHIP OPPORTUNITIES

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1 NATIONAL VOLUNTEER LEADERSHIP OPPORTUNITIES ABOUT NATIONAL LEADERSHIP needs strong, effective member leaders to ensure we remain at the forefront of advancing the interests of our industry and profession. These are critical to executing the right strategies under each of our four goals to get us closer to fulfilling our mission: to be essential to the success and growth of construction financial professionals. A leader needs to demonstrate knowledge of their profession, strong communication skills, strategic thinking, and understand when to apply his/her array of skills and experiences, as situations dictate. Service in leadership requires a time commitment, but the reward is great: the opportunity to make a lasting difference in our association. WHAT S IN IT FOR YOU? The Benefits of National Volunteer Leadership are: Apply and enhance your leadership skills Learn more about the field of construction financial management Build your network through interacting with construction financial professionals from across the nation, other leaders, and staff Gain visibility in the field Bring visibility to your organization Put your energy and skills to work for the betterment of & the profession Influence the future direction of There are a variety of ways to participate in Leadership, including the following: NATIONAL OFFICER AND EXECUTIVE COMMITTEE OPPORTUNITIES National Officer (Chairman, Vice Chairman, Treasurer, and Secretary) *National Officer Position Descriptions are available on the national website in our Bylaws, Article V., by clicking here.* Description: The Officers are the highest ranking elected volunteer leaders within. Terms: One year, with the opportunity to be nominated and elected to ascend to the next position in the Officer hierarchy. (Note: According to the Bylaws, Associate Members may only serve in the Secretary and Treasurer Positions.) Time Commitment - HIGH: Two to three hours a week; monthly officer and director calls; three, two-day meetings; two mid-meeting teleconferences; annual Officer Retreat; and Annual Conference & Exhibition attendance. Travel: Some industry event travel required, particularly for the Chairman. Executive Committee Member (5-15 General and Associate Members) *Executive Committee Position Descriptions are available on the national website in our Bylaws, Article IV., by clicking here.* Description: The Executive Committee is the primary appointed volunteer-led governing body of. Terms: Up to three consecutive one-year terms. Time Commitment - MODERATE: Two to three hours a month contacting assigned chapter connections; three, one-day meetings; two mid-meeting teleconferences; and other occasional teleconferences, as needed. COMMITTEE OPPORTUNITIES Committee Chair or Vice Chair *Committee Chair/Vice-Chair Position Descriptions are available on the national website in our Bylaws, Article VII., by clicking here.* Description: Co-Leader of a Committee. Terms: Up to two consecutive one-year terms. Time Commitment LIGHT to MODERATE: Three to four hours a month of preparation and an average of one teleconference per month. Time and amount of calls may vary due to the committee workload.

2 Committee Member *Committee Member Position Descriptions are available on the national website in our Bylaws, Article VII., by clicking here.* Description: Member of a Committee. Terms: Up to two consecutive one-year terms. Time Commitment - LIGHT: One to two hours a month with the average of one teleconference per month. Time and amount of calls may vary due to the committee workload. Committee Descriptions Chapter Resource Committee: Develop and regularly revise various communication and operations tools to assist chapter leaders in leading, organizing, and conducting chapter activities. These resources provided should improve the chapter s strength, demonstrate support of their membership, and deliver structure for sustainability of the Chapter s operations. Conference Program Task Force: Oversees the program formats and educational content of s Annual Conference & Exhibition. Provides input on other aspects on the Annual Conference as requested. Serves as a resource for topics and speakers to Education Steering Committee and other committees as necessary. Education Steering Committee: The Education Steering Committee provides input regarding the development and presentation of educational products and services for members of and the local chapters. They also serve as a sounding board providing advice and guidance to the Education team, including review of education policies, practices and procedures. Participation on this committee is by appointment and candidates are selected based on a set of criteria designed to ensure fair representation of all member constituencies while ensuring that candidates have experience that brings value to the committee. Ideal candidates are experienced in developing, selecting and/or arranging for the presentation of professional education offerings and for example, might include members who have actively served in a capacity that was integral to the offering of professional education at their local chapter. Emerging Issues Committee: The objective of this Committee is to monitor the latest changes, news, and updates in financial reporting issues pertinent to the construction industry. In addition, this Committee makes recommendations as to whether should assert a position regarding these emerging industry issues and, if so, authors papers/response letters in response to these issues. Financial Survey & Benchmarker Committee: This Committee shapes s Annual Financial Survey and Financial Benchmarker products and its expertise is employed in evaluating the effectiveness of the Financial Survey s Online Questionnaire, creating each year s new Hot Topic, reviewing specific sections of the final Survey report prior to release, improving the usefulness of these tools, and identifying opportunities for Survey and Benchmarker promotion. Finance Committee: This appointed committee is responsible for approving the annual operating and capital budgets and monitoring actual results during the year. The committee is also responsible for approving changes to the investment policy, approving the selection of the independent auditors, and recommending annual membership dues amounts. Membership Committee: Shape the experience where it counts most at the individual level. The Committee is responsible for the review of membership classifications, initiatives and programs, as well as oversight of the Heavy Highway and Specialty Trade Sub Committees. Publications Advisory Group: To assist in maintaining the high standards of Building Profits article content and advertising, as well as the usage of BP Online the digital replica of our award-winning magazine. Tax & Legislative Affairs Committee: This Committee identifies monitors, and reports on legislation, tax regulations, and other significant related state and federal issues which impact the construction industry. In addition, this Committee makes recommendations as to whether should assert a position regarding these tax & legislative issues and, if so, authors papers/response letters in response to these issues. NEXT STEPS 1. Complete the attached National Volunteer Leadership Application. 2. your completed Application to leadership@cfma.org on or before November 30 th. QUESTIONS? Contact Erica O Grady via (eogrady@cfma.org) or phone ( ).

3 National Volunteer Leadership Application Send your completed Application to on or before November 30 th. Title: Company: CCIFP: Yes No Street Address: City/State/Zip: Chapter: Phone: Year Joined: Company Type: GC Sub Other: How did you learn about s National Volunteer Leadership Application? (circle one) Member Website National Mentoring Program Communication Other: (specify) If you have served as a Chapter President, other Chapter Officer, or Board member, indicate: Chapter Position: I have not served as a Chapter Officer Year(s): If you have served on the Executive Committee, either currently or in the past, indicate: Position: I did not serve on the Executive Committee Year(s): If you have participated in s National Mentoring Program, indicate: Mentor I did not participate in the program Year: 1. Indicate the National Leadership Position you are currently most interested in and the time frame in which you prefer to serve, if selected: (select one) 1-3 Mos 6-9 Mos 9-12 Mos 1-2 Yrs 2-5 Yrs If selecting Committee Chair, Vice-Chair or Member, indicate Committee name below Officer Executive Committee Member Committee Chair or Vice Chair Committee Member National Leadership Application Page 1 of 3

4 2. Indicate other National Leadership Position(s) that you are interested in, if any: (select all that apply) 1-3 Mos 6-9 Mos 9-12 Mos 1-2 Yrs 2-5 Yrs If selecting Committee Chair, Vice-Chair or Member, indicate Committee name below Officer Executive Committee Member Committee Chair or Vice Chair Committee Member 3. Why are you interested in the position(s) you indicated in questions 1 and 2? 4. What do you consider your most important professional accomplishment and how will that benefit the position(s) you are interested in? 5. What skills or traits do you possess that you feel would make you especially well-suited for the leadership position(s) you selected? 6. Character Qualities Please rate your strength in each of the following areas we consider important leadership qualities: (1 being the least; 5 being the greatest) Commitment/Passion Vision Approachability Leadership Courage 7. Competency Qualities Please rate your strength in each of the following areas we consider important leadership qualities: (1 being the least; 5 being the greatest) Strategic Agility Building Effective Teams Delegation Communication National Leadership Application Page 2 of 3

5 8. If applying for a National Officer or Executive Committee position: Have you discussed your interest in that position with your employer? Is your employer supportive of your decision to apply for this position, and do they understand the time commitment involved? I am not applying to serve in either capacity at this time 9. Name any other volunteer organization(s) in which you are or have participated in and note, if any, positions that would be considered leadership roles. 10. Please provide any other information you feel relevant or would like the Committee to consider in the evaluation of your Application. 11. Provide three member references below: would like to thank you for your interest in National Leadership. We will promptly acknowledge receipt of your completed Application. After our review and evaluation of your Application in January, you will receive a personal response from a member of the Leadership Development Committee. typically begin and end in conjunction with our fiscal year. The fiscal year is 4/1-3/31; leadership service dates By completing, signing and submitting this Application, you acknowledge and agree to make every effort to comply with the expectations and requirements as outlined in our mission statement, governing documents, committee charters and/or other guiding documents or policies that may apply to your role. Signature: Date: Please note: you do not need to complete this Application on an annual basis. If you have indicated that your time horizon for serving in a leadership role is beyond one year, we will contact you on an annual basis in December to affirm your continued interest and give you an opportunity to provide any supplemental information to the Committee for consideration. s receipt of this application does not guarantee that a leadership role will be provided to you. We will do our best to find the right fit for your skills, commitment level, and experience. National Leadership Application Page 3 of 3