North Carolina City & County Management Association. Summer Conference Charlotte, North Carolina June 19-21, 2014

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1 North Carolina City & County Management Association Summer Conference Charlotte, North Carolina June 19-21, 2014

2 Issues of importance to ICMA s Membership

3 Membership Recruitment and Services Membership recruitment strategy Personalized outreach State by state approach Regional Directors: Currently in WC and MW. Recruiting for SE Working w/state leadership and ICMA VPs Affordable dues structure for entry to mid-management staff (under department head): $150 year one, $175 year 2, and capped at $200 in years 3+ Leadership Task Force Evaluate the future role of leadership for the local government profession, the value proposition of professional management, and the supporting role ICMA must play Kick off meeting January 31 in Phoenix Women s Task Force 3 Will provide their report at the Charlotte conference

4 Membership Recruitment and Services ICMA Code of Ethics review Structured review of the Code. Taking one tenet per year, the review will be ongoing over a period of years. Tenet 7 reviewed with changes to guidelines in Tenet 12 will be reviewed next. ICMA Student Chapters: Is your alma mater part of ICMA? Credentialing 10th anniversary review Executive Board approved providing education credit effective March 2014 for leadership development programs to members who are not yet eligible for credentialing. Board to engage state and affiliate associations in developing joint strategies to increase diversity in membership and leadership 4

5 ICMA s 100 th Anniversary Task Force recommendations approved by the board include branded giveaways; communication to increase awareness of ICMA s celebration; creation of multi-media Then and Now visual presentation and gallery; 2-3 minute retrospective video; and audio/video interviews with ICMA members (particularly next-gen) Year-long anniversary culminating in Charlotte Check out the anniversary timeline at Share your story, video, or audio by clicking on The ICMA Experience 5

6 Task Force on Financing ICMA Board approved TF recommendation to change the dues rates for department head affiliates to attract this pool of potential future managers: From salary based to a flat rate of $200 - $250 Will be implemented in the January 2015 billing cycle. A plan to obtain member feedback and pilot testing of a change to dues structure with the primary goal of attracting the next generation of members: For a fixed membership rate based on population a certain number of memberships would be included Additional memberships from the jurisdiction for a flat nominal fee Additional group benefits may include certain webinars, one free conference registration for a first time attendee, discount on ICMA products and services. Membership would still belong to the individual who would be subject to membership eligibility requirements and the code of ethics Lots of details to be ironed out Join member discussions at the Knowledge Network Non-member survey sent in June 2014 Pilot testing schedule based on results 6

7 Life, Well Run Campaign Campaign Goal: To raise awareness of and appreciation for the value professional managers bring to building effective local government and communities we are proud to call home. Financial Goal: $5M with $1M from the membership At 12/31/2013 approximately $1.4M in cash and pledges; $792k from members & state associations in cash and pledges LWR videos available at Videos and video templates provided to state associations for customization Print and digital ads rolled out at 10 states Satellite Media Tour featuring Pat Martel and Scott Hancock on January 23 7

8 Performance Measurement Board approved an overhaul of the current CPM product offering Elevate the value and importance of performance measurement and management Provide affordable performance measurement tools to communities Partner with a service provider to provide easy tools to collect and report data, ad-hoc reporting, scorecards, and visual analytics Partnership finalized and new software rolled out by June 2014 Current system which is very labor intensive and not timely will be phased out 8

9 ICMA International Strengthening local governance and service delivery worldwide Successes: Infrastructure improvements, reliable water supplies, better financial management and economic development, opportunities for women and youth Member participation: International Regional Summit and International Committee meeting in Yangzhou, China, May 2014; other opportunities: city-to-city partnerships, international lectures, short-term advisor assignments Partnering with International Affiliates Largest portfolio of current programs: Afghanistan Largest funder: U.S. Agency for International Development (others include World Bank, U.S. Departments of State and Agriculture) International Programs accounts for 53% of ICMA revenues Much more at icma.org/international 9

10 Coming Up 2014 Annual Conference 100 th Anniversary Charlotte / Mecklenburg County, North Carolina September Online registration and housing opened on June 2 Website link:

11 2014 Annual Conference Confirmed Keynoters: 11 Sunday Doris Kearns Goodwin / The Bully Pulpit Monday Gary Hamel / What Happens Now: How to Win in a World of Relentless Change, Ferocious Competition, and Unstoppable Innovation Tuesday Dan Heath / Decisive Wednesday Peter Kageyama / For the Love of Cities

12 A Preview of ICMA Finances

Cumulative annual operating surplus or deficit Expressed as a percentage

13 Net Assets What Is It? Measure of an organizations long-term financial stability and capacity Cumulative annual operating surplus or deficit Expressed as a percentage of annual operating expenses Median net assets reported by ASAE: 50% Goal calculated for ICMA based on our business lines 13

14 Why Net Assets? Composition of Net Assets Non G&C expenses Market fluctuation Coverage needed Net Asset Goal *** FY 2013 NA balance FY 2018 Target NA Balance 6 months $9,439,000 $4,785,566 4,793,000 2% of revenues 609, , ,000 G&C labor + fringe 3 months 489, , ,000 G&C ODCs ½ month 409, High risk award contingency 2.5% of award 2,000, , ,000 TOTAL 12,946,000 6,291,566 6,300,000 % of average annual expenses 42% 21% 21% Balance as a % of Goal 49% 49% 14 *** Targets calculated based on FY 2013 budget

15 Progress towards Net Assets Beginning NA Contribution to NA $6,300,000 4,982,211 1,309, $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 15

16 FY 2015 Budget Summary FY 2013 Actual FY 2014 Budget FY 2014 Forecast FY 2015 Budget Revenues 34,547,626 37,284,000 33,217,000 30,454,375 Expenses 34,045,444 37,419,001 33,617,000 30,249,375 Net from operations 502,182 (135,000) (400,000) 205,000 Net Assets balance 6,291,566 5,900,000 6,105,000 Investments and one-time expenses: Net investment in Performance management and analytics product (150,000) Net investment in international business development (to maintain at $1.2M) (155,000) 100 th Anniversary Task Force Recommendations (100,000) Target NA balance 5,300,000 5,700,000 Minimum NA balance after write off of inventory, old CPM product, and contingency budget $5,000,000 16

17 Composition of ICMA Revenues FY 2015 Budgeted Sources of ICMA Revenue Center for Performance Analytics 3.8% Membership Dues 16.3% Professional Development & Member Services 14.9% Research & Technical Assistance 8.6% Management Fee 2.8% Information & Advertising 3.0% Rental Income 3.3% Investment Income 1.4% International Programs 44.6% Royalty Income 1.3% 17

18 FY 2015 Organizational Priorities Membership Recruitment and Retention Task Force on Financing dues model recommendations Leadership Task Force Life, Well Run Campaign 100 th Anniversary Comprehensive and coordinated Professional Development Offerings Launch ICMA Insights under the Center for Performance Analytics in partnership with SAS 18

19 FY 2015 Organizational Priorities Publishing model transition to e-pubs Change business model with Public Safety Enhance Knowledge Network Functionality & Engagement Diversify international funding regions Upgrade of the Association Management System 19

20 ICMA Business Lines Member Services / Professional Development / Information Research & Technical Assistance / Performance Management & Analytics International Programs Marketing, Communications, Brand Management IT Finance HR Executive Office 20

21 Summary on ICMA Finances ICMA is a complex and diverse organization Various business lines Makes financial management a challenge, but The mix helps address economic fluctuations FY 2014 and FY 2015 are years of transition as we adjust to new normal in international funding and make necessary changes in some business lines 21

22 Membership Data

23 The profession is growing

24 Membership is trending up U.S. In-Service Member Totals 5,000 4,500 4,668 4,541 4,519 4,630 4,626 4,000 3,500 Full members 3,000 2,500 2,000 1,500 Sr Mgmt Affiliates Entry-Mid Mgmt Affiliates Interns 1, Jun-10 Jun-11 Jun-12 Jun-13 Current 24

25 25

26 Geographic distribution of members

27 NORTH CAROLINA Analysis of ICMA Member trends over time June June June June June June June June June June June North Carolina Full In Service Affiliate In Service Student

28 NORTH CAROLINA Analysis of ICMA Member trends in North Carolina over time NORTH CAROLINA Current Full In Service Affiliate In Service Student

29 State by State Membership Strategy Analysis of Gaps and Opportunities in North Carolina, mapping all: Individuals who are members of both ICMA & NCCCMA ICMA RECRUITMENT OPPORTUNITIES (member of NCCCMA / not ICMA) NCCCMA RECRUITMENT OPPORTUNITIES (member of ICMA/not NCCCMA) CO-RECRUITMENT OPPORTUNITIES (don t belong to either ICMA or NCCCMA)

30 NORTH CAROLINA

31 NC (State + ICMA = 228) Joint Members

32 NC (NCCCMA only = 146) ICMA RECRUITMENT OPPORTUNITY

33 NC (ICMA only = 28) NCCCMA RECRUITMENT OPPORTUNITY

34 NC (Neither NCCCMA nor ICMA = 97) CO-RECRUITMENT OPPORTUNITY

35 State by State Membership Strategy Personalized Outreach Co-branded letters with NCCCMA & ICMA joint letterhead Co-signed by NCCCMA and ICMA leadership Followed by and phone contact; personal outreach 35

36 Nominations & Elections Schedule 2014 September 2: Call for nominations sent to all members through the ICMA Leadership Matters newsletter. State and national affiliate presidents are reminded about the upcoming process and deadlines via . Organizations with affiliate agreements with ICMA are asked to designate regional nominating committee members by October 17, December 12: Deadline for all candidate names, statements of interest and resumes and for all letters of endorsement and petitions 36

37 Nominations & Elections Schedule 2015 March-May: Regional Nominating Committees meet in conjunction with Regional Summits May 21: Ballots available online and mailed to Corporate Members without addresses June 24: Deadline for return of ballots June 26: Ballots canvassed/results posted on website June 30: Results published in ICMA Leadership Matters newsletter 37

38 CELEBRATING 100 YEARS! THANK YOU!

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