A Rich Legacy.. Wisconsin City/County Management Association 2014 Summer Conference. Wisconsin Dells June 18-20, 2014

Size: px

Start display at page:

Download "A Rich Legacy.. Wisconsin City/County Management Association 2014 Summer Conference. Wisconsin Dells June 18-20, 2014"

Avice Simpson
5 years ago
Views:

1 Wisconsin City/County Management Association 2014 Summer Conference Wisconsin Dells June 18-20, 2014 A Rich Legacy % of communities in the US employ a professional manager 2. More than 150 million Americans live in a community that employs a local government management professional 3. 75% of the recipients of the coveted All-America City Award between are managed by a professional manager 12/1914 Springfield, Ohio 1

The profession is growing Coming Up 2014 Annual Conference 100 th Anniversary Charlotte /

/ The Bully Pulpit Monday Gary Hamel / What Happens Now: How to Win in a World of

2 The profession is growing Coming Up 2014 Annual Conference 100 th Anniversary Charlotte / Mecklenburg County, North Carolina September Online registration and housing opened on June 2 Website link: Annual Conference Confirmed Keynoters: 6 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 2

3 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 7 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 8 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 9 3

4 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% 10 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, Progress towards Net Assets Beginning NA $6,300,000 4,982,211 1,309, Contribution to NA $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 12 4

5 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 13 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 14 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 in 10 states Satellite Media Tour featured Pat Martel and Scott Hancock on January

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

6 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 16 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

7 Geographic distribution of members 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 20 Membership Recruitment and Services Membership recruitment strategy Personalized outreach State by state approach Regional Directors: Currently in West Coast, Midwest, and Southeast regions 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 Will provide their report at the Charlotte conference 2 1 7

8 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 22 WISCONSIN Analysis of ICMA Member trends over time June June June June June June June June June June June Wisconsin Current Full In Service Affiliate In Service Student WISCONSIN Analysis of ICMA Member trends in Wisconsin over time Wisconsin Current Full In Service Affiliate In Service Student 24 8

OPPORTUNITIES (don t belong to either ICMA or WCMA) State by State Membership Strategy Personalized Outreach Co-branded letters with

9 State by State Membership Strategy Analysis of Gaps and Opportunities in Wisconsin, mapping all: Individuals who are members of both ICMA & WCMA ICMA RECRUITMENT OPPORTUNITIES (member of WCMA / not ICMA) WCMA RECRUITMENT OPPORTUNITIES (member of ICMA/not WCMA) CO-RECRUITMENT OPPORTUNITIES (don t belong to either ICMA or WCMA) State by State Membership Strategy Personalized Outreach Co-branded letters with WISCONSIN & ICMA joint letterhead Co-signed by WCMA and ICMA leadership Followed by and phone contact; personal outreach 26 WISCONSIN 9

10 WISCONSIN (State + ICMA = 118) WISCONSIN (WCMA only = 46) ICMA RECRUITMENT OPPORTUNITY WISCONSIN (ICMA only = 14) WCMA RECRUITMENT OPPORTUNITY 10

11 WISCONSIN (Neither WCMA nor ICMA = 22) CO-RECRUITMENT OPPORTUNITY CELEBRATING 100 YEARS! THANK YOU! 11

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

North Carolina City & County Management Association Summer Conference Charlotte, North Carolina June 19-21, 2014 Issues of importance to ICMA s Membership Membership Recruitment and Services Membership