ONE LOUDER - AMA Triangle CEA entry 2015-16

Chapter Excellence
Awards 2015/16
Triangle

AMA Triangle
Executive Summary
Leadership
Finance
Membership
Programming
Communications
Attachments
Signature Page
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Contents
Triangle

Chapter Excellence Awards AMA Triangle 3
The AMA Triangle Chapter entered our year with tremendous
momentum. We had just finished 2014-15 in record-setting fashion,
building upon what we achieved in 2013-14. That team led by Evan
Carroll had sought to “double down and deliver a year that didn’t
just meet the bar, but exceeded it.” The board embraced the
concept of warmth and competence, successfully raised the bar, and
achieved several significant milestones along the way.
In 2014-15, the Chapter:
• Grew membership to 608 members, an 11% increase
• Grew top-line revenue 34% from $210K to $281K
• Hosted the second successful edition of High Five
Our team faced a challenge. How could we build upon the two most
successful years since our founding in 1981? We decided to embrace
the concept of doing a “little extra.” Our theme for the 2015-16 year
took inspiration from the iconic movie, This Is Spinal Tap.
Our rallying cry became ONE LOUDER. We decided as a team not to
reinvent things, but to find ways to make them bolder. Where we’ve
reached 10 in the past, we would now strive to turn things up to 11.
Some areas we decided to take one louder included:
• Taking the High Five Conference from break-even to a profitable
event.
• Increasing the number of half-day training programs from two to
five and the number of webinars from one to three.
• Leveraging the quarterly full board meetings with chapter socials.
Truth: Great AMA Leaders
Build Long-Term Strength
And Stability
Board in a Box
Executive Summary

Chapter Excellence Awards AMA Triangle4
Increased Retention From 54% to 59%.
13 points higher than average of 500+ chapters.
We invested in our team, sending a
record of twelve board members to
Leadership Summit.
Record $105,000 in cash sponsorship revenue,
an increase of $50,000 over last year.
5%
We grew High
Five Conference
to more than
$142,000 in
revenue and
$15,000 in profit.
Annual
Membership
Growth
Explored our WHY and
created the EMPOWER
theme for all programming.
ONE
LOUDER
22%
Total
Volunteers155
Finished runner-up in the Fall
Membership Drive and took
it ONE LOUDER to win in the
Spring Membership Drive with a historic
109 new members.
744 Members
Now the 5th
Largest Chapter
• Exploring our “why” and finding our greater
purpose in membership and programming.
• Improving our retention rate.
• Develop a fully built out professional
development partner offering.
• Implementing a better process for contracting,
onboarding, and managing sponsors.
109
Added $7,000 to Chapter Reserves.
• Continuing to use historical and
CRM data to understand and service
our members effectively.
We embraced ONE LOUDER and succeeded in
taking things to 11. Our CEA entry will explain
how we made it, but here are some of our record
breaking highlights:

4. Thinking BIG
Our team wasn’t afraid to think big. During
planning, our VP at Large Danny Rosin
challenged the team a stretch goal of $80K in
cash sponsorships. He shared his belief that the
Chapter could achieve $100K. That belief gave us
confidence. Confidence gave us success.
5. Willingness to Challenge/Learn/Adapt
Our team showed grit during the year. We
challenged the status quo and tried new things.
We made mistakes along the way, but always
adapted and moved forward.
6. Emphasis on FUN
All work and no play makes for a dull board. We
kept things light at our meetings. Dinner before
meetings allowed us to catch up personally and
drinks afterward allowed for further discussions
and networking. Our board developed a strong
sense of camaraderie.
7. Competitive Spirit
There is pride associated with being one of
the top chapters in the country. We admire
our fellow chapters, but we also are driven to
excel against them. After finishing second to
the Houston chapter in the Fall, we decided to
challenge them to a contest in the Spring. We
also competed amongst ourselves. Membership
and Sponsorship competed to be the first to
reach 100 new members in the SMD and $100K
in cash sponsorship. Programming competed to
achieve our stretch goal of 150 going into our last
luncheon.
8. Investment into the Team
We made continuous investments into building
our team during the year. Whether it was funding
two members to go to the President-Elect meetup
in Chicago or flying five members to Regional
Retreat in Birmingham. The pinnacle was sending
AMA Triangle delivered on its mission to be the
premier marketing resource in the North Carolina
Triangle region. We capitalized on our momentum
and grew into being a large chapter. Here are 11 key
factors that led to our success:
1. Board Level Commitment
The AMA Triangle started the year with 12
members of our Executive Board. We finished
the year with the same dozen. Each member was
engaged, pulled their weight, and the consistency
allowed us to excel.
2. Rigorous Preparation
Early momentum was key to starting off on the
right foot. Programming led the way by getting
80% of our luncheon speakers for the year secured
by our first luncheon in August.
3. Updates, Updates, Updates
Each weekend an email update called “11 Quick
Things” was sent to the entire volunteer board.
It contained 11 pictures and snippets about our
progress. Over the course of the year the emails
were sent by our President, President-Elect, and
Immediate Past President. They allowed us to
stay updated on upcoming events, progress on
our goals, life events, and a way to recognize the
efforts of our team.

6 Chapter Excellence Awards AMA Triangle
12 members of our 2016-17 board to
Leadership Summit.
9. Eye on Improvement
Our team took steps to streamline
processes during 2015-16. Whether it
was one master contract template or a
simpler online registration process, we
were always looking for ways to improve
both the volunteer and the member
experience.
10. Focus on Profitability
As our chapter grew our topline revenue
and corresponding expenses, we knew
it was vital to build up our reserves.
We turned to High Five to be a major
contributor. Event Director Karl Sakas and
his team ran an efficient event that helped
build our reserves at the end of the year.
11. Sense of Purpose
Our slogan for the chapter is “Advancing
Your Career, Building Our Community.”
We embraced two initiatives that
embraced our purpose. 1. The Transition
SIG was an effort to provide a valuable
service to our members at their greatest
time of need. 2. The Non-Profit/Small
Business SIG was a program to help
marketers in our community that struggle
with budgets and training resources.

7Chapter Excellence Awards AMA Triangle
Reflections on ONE LOUDER
I am fortunate to have inherited a strong chapter with momentum. Over the last two
years, I’ve benefitted by the guidance and in many cases direct help from our Past
Presidents. It’s now my turn to step away and become a mentor for our incoming
board. I know the team will continue to build the Chapter with a focus on irresistible
member value and operational efficiency under the mantra that Better is Better.
I could not be prouder of our team during the 2015-16 year. As an independent
entrepreneur, I’m often working alone. It was an extremely gratifying experience to
help build a team, craft a bold vision, and execute against our plan. We achieved
great things this past year. I’ve learned firsthand the wisdom of this proverb, “If you
want to go fast, go alone. If you want to go far, go together.”
Together we took the AMA Triangle ONE LOUDER.
Respectfully submitted,
Stan Phelps
President, AMA Triangle 2015-16

Leadership
2015/16

Mission and Vision
What is your chapter’s mission and vision
statement(s)?
AMA Triangle’s mission is straightforward: We
want to be the most significant and impactful
force for marketing in Central and Eastern
North Carolina. Our mission statement is our
guiding light. Anything we do must provide
value to marketers in our region. We believe
this mission is universal and is one that remains
true from year to year.
Mission Statement
The Triangle Chapter of the American
Marketing Association’s mission is to
provide value to Triangle area marketers
(members, non-members, agencies,
companies and colleges) by connecting
people and by providing educational
programming and professional resources.
On an annual basis we revise our vision to
more concretely define how we’ll live into this
vision. This year we decided to build upon our
successes. Instead of reinventing, we decided
to take things ONE LOUDER.
Vision Statement
Our vision is to create the most value AND
the best experience of any professional
association in the Triangle. We did this by
increasing the diversity and number of events
in 2015-16. We also did this by finding our
purpose with our programming. We worked
with the branding firm Mottis to develop
EMPOWER branding:
AMA Triangle offers an indisputable edge
in the industry over other professional
organizations. We perceive this edge as
power, which inspired us to create a family
of names revolving around the theme of
power.
There is a dual implication: that of
professional power in one’s work and that
of power in the electrical/technological
sense, which links this idea to the many
tech businesses our industry interacts with
in the Triangle area.
The word “empower” indicates what the
AMA does for its members—empowering
them to excel in their careers through
high-quality programming.
How did your chapter communicate your
mission and vision to members and the local
marketing community?
We communicate our mission and vision via our
communications, using our slogan “Advancing
Your Career. Building Our Community.”
The slogan often appears with our logo, on
programs at our events and prominently on
the homepage of our website. The full mission
statement also appears on our website.
Vision and Strategic Planning

Constitution and Bylaws
When did your chapter last review its
constitution and bylaws for accuracy and
relevancy?
We reviewed our constitution and bylaws in
June 2016. Our President-Elect Karl Sakas
completed the review and then went ONE
LOUDER. Our chapter had a PDF of a facsimile
of our typed bylaws. He created a new editable
digital version. [See attachments]
If the constitution or bylaws were updated
this year, what major revisions were made?
None. Our review did not uncover any issues
with respect to accuracy and relevancy. No
revisions were made as a result of this effort.
Strategic Planning
Did your chapter hold a beginning-of-year
planning retreat and/or a mid-year planning
review? When and where were these held?
Yes. The Triangle Chapter began its 2015-2016
year with a half-day planning retreat on
Sunday, June 8, 2014 at HQ Raleigh in
Raleigh. During this meeting, our full board
(officers, vice presidents, and directors)
gathered to review our vision for the year,
completed SWOT analyses by committee and
brainstormed our goals for the year. This effort
was documented in our strategic plan for the
year (see attachments). During the retreat we
took headshot photos of each board member
and shared lunch as a team.
Our mid-year planning review was held on
December 1, 2015 at the Crank Arm Brewery,
Raleigh, NC. During this meeting we reviewed
our progress against the committee goals
in our strategic plan. This meeting was an
opportunity to have all vice presidents in
one room to solve problems, make decisions,
brainstorm and delve deeper in strategy than
in our monthly board meetings.
In addition to the retreats and monthly board
meetings, the President and President-Elect
held regular meetings to review progress
and subsequently met one-on-one with vice
presidents to track progress.
How often did you track progress against
the plan?
We reviewed our progress monthly through a
board reporting process we have developed
over the last few years. Instead of just
bullet points, each vice president’s report
included elds for key metrics aligned with
their committee’s goals. These key metrics
were entered into our shared dashboard and
reviewed at our monthly board meetings and
on an ad-hoc basis.
Did you monitor progress with dashboards?
What type of metrics did these dashboards
track?
Yes. Key metrics from our board reports
were added to our dashboard on a monthly
basis. We used a Google Spreadsheet as a
dashboard, which was accessible to all board
members. We monitored program attendance,
program satisfaction, membership retention/
acquisition, and sponsorship totals.
Please see the full list on the next page.
Vision and Strategic Planning

Communications
• # of social media posts
• # of social interactions
• # of social media clicks
• # of email list subscribers
• # of Twitter followers
• # of Facebook fans
• # of LinkedIn group members
• # of YouTube channel views
AMA Triangle loves data. During 2015-2016, we used
dashboards to track the following key metrics.
Financial
Performance
• Revenue
• Cost of Goods Sold
• Expenses
Membership
• Total members
• New members
• Renewed members
• Reinstated members
• Expiring members
• Members in grace
• Lapsed members
• Number of volunteers
Sponsorship
• # of cash sponsors
• # of in-kind sponsors
• Total sponsors
• New sponsors
• Renewals
• Sponsorship revenue
• Job Bank postings
• Job Bank revenue
Programming
For each event and overall averages
• Member RSVP
• Member attendance
• Non-member RSVP
• Non-member attendance
• Total RSVP
• Total attendance
• Event goal
• Satisfaction score
Marketing
Website analytics
• Visits
• Unique visits
• Pageviews
• Average time on site
• Bounce rate
• Percent new visits
• Page load time

Volunteer Management
Board and Volunteer Rosters
Name Position Committee Board Member
Geoff Ables Volunteer Speaker, High Five Programming
Peter Agiovlassitis Account Manager Sponsorship X
Lindsay Aikman Volunteer, High Five Programming
Karen Albritton Past President Past Presidents Council
Delores Ali Volunteer, High Five Programming
Stephanie Anderson Staff Leadership
Diane Aull Committee Member Communications
Scott Bader Volunteer Communications
Gail Baker Committee Member Communications
Ricardo Barandarian Committee Member Communications
Cara Bledsoe Non-Profit Relations Community Relations
Lars Bredahl Director of Training Programming X
Phil Buckley Volunteer Speaker, High Five Programming
Evan Carroll Immediate Past President Leadership X
Eddie Carroll Volunteer, High Five Programming
Kristen Carter Volunteer, High Five Programming
Colleen Castro Committee Member Membership
Debbie Castrodale Account Manager Sponsorship
Victoria Centeno Volunteer, High Five Programming
Sara Chapman Volunteer, High Five Programming
Gizem Citgen Director of Social Media Communications X
Britni Coble Volunteer, High Five Programming
Katie Connors Staff Leadership

Lewis Copulsky Past President Past Presidents Council
Donovan Corneetz Volunteer Speaker, High Five Programming
Wendy Coulter Volunteer, Branding SIG Programming
Jana Crye Volunteer, High Five Programming
Brandee Davis Director of Design Communications X
Mark Doggett Past President Past Presidents Council
Jay Dolan Volunteer, Social Media SIG Programming
Michael Donahue Rebrand Communications
Leah Dorsey VP of Programming Programming X
Jennifer D. Urenia Director of Ambassadors Membership X
Sheree Du Pont Director, Group Memberships Membership X
Melissa Eggleston Volunteer Speaker, High Five Programming
Ken Eshenbaugh Director of Analytics Membership X
Laura Fasolak Committee Member Membership
Jake Finkelstein Volunteer Speaker, High Five Programming
Brian Fitzgerald Director of Direct Marketing Membership X
Steve Forbes Volunteer Speaker, High Five Programming
Sam Fortenberry Director of Luncheons Programming X
Michael Franken Volunteer, Job Fair Programming
Elliot Galdy Committee Member Membership
Michael Garske Volunteer, High Five Programming
Wendy Gates Corbett Volunteer, High Five Programming
Kelly Gelinne Director, High Five Programming
Lera Germaine Committee Member Membership
Hanna Gnann Director of Social Media Communications X
Lauren Godwin Rebrand Communications
Brian Gossett Director of Volunteers Membership X

Will Hardison Volunteer, High Five Programming
Christin Hardy Volunteer, High Five Programming
Christian Heltne VP of Community Relations Community Relations X
Austin Henley Volunteer, High Five Programming
Chandra Hester Volunteer, High Five Programming
Reuel Heyden Volunteer, High Five Programming
Alan Hoffler Volunteer, High Five Programming
Richard Horvath Committee Member Communications
Sallyann Hulick Volunteer, High Five Programming
Matthew Illuzzi Treasurer Leadership X
Samuel Itin Volunteer, High Five Programming
Christine Johnson Executive Director, Staff Leadership X
Shane Johnston Past President Past Presidents Council
Megan Jones Director of Analytics Membership X
Jim Keil Committee Member Membership
Devin Kelley Volunteer, SIG Programming
Marty Kelso Volunteer Speaker, High Five Programming
Josh Kinney Collegiate Relations Community Relations
Amber Landis Director of SIGs Programming X
Erin Lane Volunteer, High Five Programming
Holly Larson Volunteer, High Five Programming
David Lavielle Volunteer, Membership Event Membership
Evan Levy Volunteer, Google Grant Sponsorship
Catherine Locke VP of Community Relations Community Relations X
Dean Logan Volunteer, Fall Mem. Drive Membership
Tricia Lucas Director of Job Board Sponsorship X
Anna Marich Volunteer Speaker, High Five Programming
Traci Marsico Volunteer, High Five Programming

Christina Martin Director of Blog Communications X
Isaac Mathews Director of Luncheons Programming X
Brian McDonald Past President Programming
Ashley McGee Committee Member Community Relations
Lauren Middleton Committee Member Communications
Christie Montague Graphic Recording Communications
Marcie Montague Director of Linkedin Communications
Chris Moody Director, Speaker Recruitment Programming X
Ashley Morrison Committee Member Membership
Mary Beth Munz Director of Partnerships Community Relations X
Rob Munz Volunteer Speaker, High Five Programming
Ashley Nuzum Core Team Member, High Five Programming
Deirdre O'Boyle Past President Past Presidents Council
John O'Connor Director of Job Fair Programming X
Meredith Oliver Volunteer Speaker, High Five Programming
Jonathan Opp Volunteer Speaker, High Five Programming
Amanda Orfitelli Committee Member Communications
Casey Overcash Core Team Member, High Five Programming
Sara Paisner Volunteer, High Five Programming
Angie Patterson Committee Member Communications
Annie Pearce VP of Communications Communications X
Andrew Pearson Volunteer Speaker, High Five Programming
Stan Phelps President Leadership X
Jennifer Phelps Volunteer, High Five Programming
Gene Pinder VP of Membership Membership X
Alison Puzia Committee Member Membership
Marcey Rader Volunteer, High Five Programming
David Rendall Volunteer Speaker, High Five Programming

Bob Robinson Past President Past Presidents Council
Anne Moss Rogers Volunteer Speaker, High Five Programming
Tim Rosenberg Core Team Member, High Five Programming
Danny Rosin VP at Large Leadership X
Scott Rucci Volunteer, High Five Programming
Elizabeth Ruf Director, High Five Programming
Tracy Russell-Beck Core Team Member, High Five Programming
Scott Saff Past President Past Presidents Council
Reshma Sajnani Volunteer, High Five Programming
Karl Sakas President-Elect Leadership X
Terry Sakiewicz Committee Member Membership
Evan Sanchez VP of Sponsorships Sponsorship X
John-Paul Schick General Counsel Leadership X
Michael Schinelli Volunteer Speaker, High Five Programming
Kristen Schmidt Staff Leadership
Eric Schmidt Past President Past Presidents Council
Jeffrey Schum Committee Member Membership X
Ted Seward Past President Past Presidents Council
Kristi Simmons Volunteer, High Five Programming
Samantha Simunyu Volunteer Community Relations
Samantha Smith Director, Connector Program Membership X
Safiatou Soumana Volunteer, High Five Programming
DeShiela Spann Director of Collegiate Community Relations X
Diane Stadlen Account Manager Sponsorship
Patricia Stancati Account Manager Sponsorship
Mariryan Starr Volunteer, High Five Programming
Mihali Stavlas Past President Past Presidents Council
Caryn Sterling Volunteer, High Five Programming

Kyle Sutton Director of Webinars Programming X
Ann Marie Taepke Volunteer Speaker, High Five Programming
Lenny Terenzi Volunteer Speaker, High Five Programming
Ed Timberlake Volunteer Speaker, High Five Programming
Jim Tobin Past President Past Presidents Council
Tom Triumph Volunteer Speaker, High Five Programming
Bryan Turner Volunteer, Transition SIG Programming
Kate Vanneman Director of Mentorships Community Relations X
Josh Vaughan Core Team Member, High Five Programming
Daron Vaught Core Team Member, High Five Programming
Nikki Villagomez Volunteer Speaker, High Five Programming
Joe Webb Director of Blog Communications X
Ed Weems Volunteer, High Five Programming
Pam Williams Director, New Member Orien. Membership X
Brenda Williams Volunteer, High Five Programming
David Williams Volunteer, High Five Programming
Ken Wood Account Manager Sponsorship
Alesandra Wooley Secretary Leadership X
Jennifer Wright Director of Social Events Programming X
Ryan Wyke Volunteer, High Five Programming
Vivian Zhang Committee Member Membership
How many board members did your chapter have?
62 (12 Executive. 50 Committee.)
How many total volunteers did your chapter have?
155
Board and Volunteer Rosters

Turnover
Complete the table below to indicate if your chapter had turnover during the year.
Board Position Time Vacant Strategy
President None N/A
President-Elect None N/A
Secretary None N/A
Treasurer None N/A
Membership Chair None N/A
Programming Chair None N/A
Communications Chair None N/A
Succession Planning
Complete the table below to list each board position that had a successor
identified nine or more months prior to the start of the year.
All of our executive board positions had a successor identified nine or more months prior to
the start of the year.
Board Position Successor’s Name Position Category
President Karl Sakas Leadership
President-Elect Leah Dorsey Leadership
Secretary Colleen Volz-Castro Leadership
VP of Programming Isaac Mathews Programming
VP of Membership Jennifer Wright Membership
VP of Sponsorship Peter Agiovlassitis Sponsorship
VP of Communications Gizem Cetgin Communications

Expectations and Accountability
For which board and/or volunteer positions did your chapter have job descriptions and how
were these communicated to new or prospective volunteers?
All. The Chapter maintains job descriptions for all board positions [see attachments]. These
position descriptions were distributed to the board at our all-day board retreat.
Did your chapter conduct one-on-one transition meetings between outgoing and incoming
board members?
Yes, for each board position with turnover, the outgoing and incoming members met for a
transition meeting.
How were board members and/or volunteers assigned accountability for goals in your
chapter plan?
Our chapter plan was organized into special sections for each functional area. Each VP created
goals that were stated in our chapter plan. We continued to use our four-pronged goal focus,
which we developed in 2013 by Evan Carroll and Mihali Stavlas. Each functional committee
created one natural goal, one continuing excellence goal, one wildcard goal, and one epic goal.
We placed the four-pronged goal for each committee on the board reports to remind committees
of their goals. Each quarter the VP’s presented an update at our quarterly entire volunteer
board meeting. In addition, the President met with each VP to hold one-on-one accountability
meetings.
Did you have board members and/or volunteers sign a commitment form or affirm their
commitment in any other way?
Yes, all of our board members signed a commitment form and a non-disclosure agreement at
our first board meeting of the year on July 7, 2015.
CE
CONTINUING EXCELLENCE
Continues to uphold
actions we do well
EG
EPIC GOAL
Aspires to do something
we’ve never done before
NG
NATURAL GOAL
States an aspiration we’ve
been heading towards, but
haven’t achived yet
WC
WILD CARD GOAL
Claims bold action to
meet a secondary objective,
but only as time permits
AMA Triangle Goal Framework

Internal Communications
Did your chapter provide centralized access to important documents and information?
What tools do you use?
Yes, all board documents are stored on our shared Google Drive, which is accessible to all board
members. Each committee or functional area has their own folder, which is organized by fiscal
year. Additionally, the shared drive contains important year-over-year organizational documents,
including our constitution, bylaws, tax filings, and past Chapter Excellence Award entries.
Does your chapter collect and distribute contact information for all board members? How
this is done?
Yes, each board member shared their contact information with our Secretary at the beginning
of the year, who maintained our board roster for the entire year. Each board member had access
to contact information on our shared Google Drive. Our Secretary kept the roster updated each
month. When new board members were added to the roster, our Google Drive was updated and
the Support Center was notified.

1L Award
The 1L (ONE LOUDER) award was given each month at our board meetings. The award was a
battery powered mini Fender amplifier. The amplifier represented our rallying cry for the year. The
phrase was coined in a scene from the 1984 movie This Is Spinal Tap by the character Nigel Tufnel.
In the movie Nigel gives the rockumentary’s director, Marty DiBergi, a tour of his stage equipment.
While Nigel is showing Marty his Marshall guitar amplifiers, he points out one in particular whose
control knobs all have a highest setting of eleven, unlike standard amplifiers whose volume settings
are typically numbered from 0 to 10. Believing that this numbering increases the highest volume of
the amp, he quips “It’s one louder, isn’t it?” When Marty asks why the ten setting is not simply set
to be louder, Nigel hesitates before responding blankly again “These go to eleven.” Our 1L award
was given by the President to the board member that did the little extra and inspired others. Each
recipient of the award added a quote that represented the award and then shared it at the next
board meeting.
If opportunity doesn’t
knock, build a door.
Feel the fear and
do it anyway.
Try to do good in the world,
not out fear from hell or
reward from heaven, but
because it feels better not to
be an asshole.
Life’s a canvas, paint
something great.
Warmth and
Competence!
Do the thing you
think you cannot.

Recognition
Complete the table below to explain your tactics for recognizing chapter board members
and volunteers, indicating how frequently each tactic occurs (times per year) and whether it
was a planned or spontaneous activity.
Tactic Frequency
Recognize all board members at monthly luncheon meetings.
Planned.
Monthly (10 total)
Badge ribbons at monthly luncheons. Planned. Monthly (10 total)
Volunteer of the Year award. Given to Evan Carroll. Planned. Annual - June 2016
Volunteer of the Month award. $50 Target Gift Card. Planned. Monthly (12 total)
ONE Louder Leadership award. Planned. Monthly (12 total)
Happy hour following each board meeting. Planned. Monthly (12 total)
ONE Louder newsletter. Sharing 11 things AMA each week.
Planned.
Weekly (40+)
Complimentary admission to half-day training events. $25 value.
Planned.
Bi-monthly (6)
Board Member Special Pricing for High Five. $100 savings.
Planned.
Annual (1)
Board Social with AMA CXO Jill Herriott and follow-on VIP din-
ner. Spontaneous.
Once (1)
CEA Celebration Dinner for Board Members + Spouses/Friends.
Planned
Once (1)
E-mails and thank you cards to board members. Spontaneous. Ongoing
Special Century Challenge Dinner for Membership and Sponsor-
ship. Planned.
Once (1)
Notecards at the end of the year thanking the board for their
service. Planned.
Once (1)
High Five Team Dinner. Planned. Once (1)
Complimentary admission to Merry Mingle Networking Event.
Planned
Once (1)
High Five T-Shirt Creation team outing at Hey Monkey! Design.
Planned.
Once (1)

Board Benefits
Did your chapter have a specific package of tangible benefits for board members?
Yes, each board member received a benefits package.
What were the tangible benefits of being a board member?
Each board member received the following benefits from the chapter:
• Badge ribbons at monthly luncheons
• Dinner at each board meeting
• First drink on the Chapter after each board meeting
• Complimentary admission to the Merry Mingle networking social ($20 value)
• Three complimentary luncheon tickets for directors (four for VP’s)
• Free admission to half-day Workshop events
• At-cost discount for High Five Conference
Volunteer Surveys
Did your chapter conduct a survey of your volunteers this year?
Yes, we conducted a volunteer survey in May 2016 (see attachments), at the end of the fiscal
year. The main purpose of the survey was to gauge satisfaction, effort, and the value received
as part of their volunteer experience. All volunteers were surveyed via an online questionnaire.
What types of volunteers was this survey sent to?
The survey was sent to all volunteers, including board members, and committee members. We
had 25 responses.
What were the results of this survey?
Almost everyone (24 of 25) recommended Triangle AMA volunteering to others (with an
average of 9.6/10 and a median of 10/10). Here’s a sample of some of the verbatim feedback:
“I heart Triangle AMA! The networking and professional development also makes it incredibly
valuable.”
“Volunteering was the first thing I did when I joined TriAMA, and it’s made all the difference
for me - both in growing my network, helping grow the chapter, and connecting with the
greater marketing community.”
“AMA volunteering has already enriched my career and life in so many ways”
“[Volunteering] is when your membership becomes invaluable.”
According to the survey, how satisfied were your volunteers with their experience?
We asked the NPS “likelihood to recommend” question. 100% of our volunteers were satisfied,
as indicated by the top four boxes of an 11 point scale.

Finance
2015/16

Financial Goals
How did you perform against your financial goals?
The Triangle Chapter has for the third consecutive year exceeded all of the financial goals that
were laid out for the fiscal year. Our target for revenue was $306K and we exceeded it by 1%. This
marks the first year where the chapter has posted over $300,000 in revenue. This huge revenue
number was achieved by all facets of the chapter working in unison. As you will read later in
this document, we exceeded our targets for membership, for luncheon attendance, for cash
sponsorship, and for our job board revenue. In addition, our third annual High Five Conference
generated more than $142K on its own. More than just generating revenue, we increased our
reserves by 7.7% by contributing $7,381.
Overall, as a chapter, our main financial goal every year remains the same. That is, to deliver
excellent programming and to give back to the community in many ways while operating in
a financially reasonable and responsible manner. We believe that the goal of all of the funds
that are brought into the chapter (from membership, sponsorship, events, etc) are to be used
to deliver on that goal. To that end, we achieved a fantastic year of revenue, covered all of our
costs, turned a profit, and contributed to our reserves.
Financial Statements
Complete the charts below to show your financial statement totals.
Financial Management
Balance Sheet
As of June 30, 2015 As of June 30, 2016
Total Assets $98,664 $102,046
Total Liabilities & Equity $98,664 $102,046
Profit and Loss
2013-2014
Actual
2014-2015
Actual
2015-2016
Budgeted
2015-2016
Actual
Gross Profit $210,401 $281,288 $306,050 $309,382
Total Expenses $206,667 $280,362 $305,176 $302,001
Net Income $3,734 $926 $874 $7,381

Reserves
At the close of the fiscal year, what was the
total amount of reserves that your chapter
had in a separate reserve account(s) from
your day-to-day chapter accounts(s)?
$76,026
Complete the table below to indicate what
type of account(s) your chapter’s reserves
were in and what percentage of the reserves
were in each account at the close of the
fiscal year.
Account Percentage
Wells Fargo Savings/
Money Market
90.5%
Wells Fargo Savings 1.5%
Wells Fargo CD 8%
Certified Public Accountant
Was a CPA (or Canadian equivalent)
involved in your chapter’s financial
management this year?
Yes, Matthew Illuzzi, CPA, served as our
chapter’s Treasurer for the year, which is an
executive board position.
In what way(s) was a CPA involved (on your
board, completed your Year End Financial
review, audited your books, etc.)?
While our management firm, FirstPoint
Management Resources performed much
of our day-to-day accounting, Matthew
was responsible for approving all expenses,
auditing the financial statements, and
providing financial counsel to the board.
We review the financial statements and
financial performance of the chapter on a
monthly basis. At the end of the fiscal year,
our chapter CPA reviewed the work of our
management company and ensured that all of
the transactions have been properly captured.
Further, a separate third-party CPA completed
our annual tax return, which was reviewed by
the chapter Treasurer (also a CPA) as well as
the management company for completeness,
accuracy, and to ensure that all chapter assets
were managed properly.
Additionally, while not only focused on financial
issues, our attorney, John-Paul Schick, JD,
reviewed all contracts and provided counsel to
the chapter.
John-Paul Matt
The least boring lawyer + accountant
combo you’ll ever meet. Guaranteed.
Truth: Great AMA
Leaders Run the
Chapter Like a
Business.
Board in a Box

Sponsorship Plan
Did your chapter have a sponsorship chair?
How many months was this position filled?
Yes. Evan Sanchez served as our sponsorship
chair, holding the title VP of Sponsorship on
our executive board. He held the position for
the entire year.
Did your chapter have a formal, written
sponsorship plan?
Yes. Our formal sponsorship plan is
documented as a part of our strategic plan,
which outlined financial and operational goals
for the team. The team’s financial goal was
$60,000 in cash sponsorships with a stretch
goal of $80,000. The team also sought to
place more emphasis on cash sponsorships
and to only accept in-kind sponsors for needs,
instead of wants. This helped us avoid in-kind
sponsorships that did not provide member
value or offset cash expenses. We reduced our
in-kind sponsorships by 25%.
Did you track the retail dollar value of
sponsorships in the operating budget?
Yes, all sponsorships, both cash and in-kind
were included in the Chapter’s operating
budget. Cash sponsorships make up a
significant portion of the Triangle Chapter’s
annual budget and therefore are projected in
the budget and tracked on a monthly basis to
ensure that we are on pace to achieving our
goal so that programming is not impacted.
In-kind sponsorship is tracked as well with a
dollar value put up as revenue and a matching
cost tracked in the cost of goods sold.
How did you perform against your
sponsorship goals?
Exceeded our goals. During the year our
sponsorship team revised our standard
sponsorship packages to include training
packages, emphasized redeeming sponsor
benefits, and continued to optimize Salesforce,
Sponsorship
as a tool for tracking our sponsorship deals
and contracts.
The Chapter received a Google grant of
$10,000/month for AdWords and has begun
driving targeted traffic to the website. This has
helped us capture current demand.
We exceeded our financial goals. We had
$60,000 goal and a $80,000 stretch goal
and we signed agreements for $105,000 in
cash sponsorship. Between new sponsors,
PDP’s, and renewals we achieved a new record
for the chapter. The third annual edition of
the High Five Conference also contributed
substantially to our goal.
Sponsor Benefits Package
Did your chapter create a sponsor benefits
package?
Yes, we created a sponsor benefits package.
All sponsor packages were presented to
prospective sponsors, and we walked them
through the opportunity to sponsor the AMA.
We also created an exclusive PDP training
package for companies that wanted to use the
AMA Triangle for career development.
The Professional Development Package
was originated by Evan Carroll. One of the
consistent request we have noticed from our
sponsors was the need to prove the value
of the sponsorships to their executives. The
second thing that we noticed is that a lot of
companies don’t provide training or if they
do, they are always interested in offering
more for their employees. The Professional
Development Package encompasses the
ability for companies to send their employees
to the luncheons, SIG’s, half-day trainings
and exclusive marketing webinars. Once we
showed these packages to our sponsors, we
found it was a lot easier to get the sponsors
on board. They immediately saw the value
and the ROI of their investment. In the past
year, we signed eight new sponsors using our

Professional Development Packages. Those
new sponsors included high profile local
brands such as IBM, Red Hat, and SAS.
As our Sponsorship revenue has grown, we
have come to realize that most every sponsor
requests a custom package. Sometimes
the packages are fully customized and
sometimes there are only minor changes. In
order to simplify matters, we have created
a custom one-page document outlining all
of the benefits and variable language. The
other pages of the contract are the same for
everyone. This has helped cut a considerable
amount of manhours reviewing and approving
Sponsors’ contracts. [See attachments.]
What types of benefits were included?
Annual Sponsorship Packages included:
• Sponsor logo with embedded link in
monthly Triangle AMA emails.
• Sponsor logo on the Sponsors page of the
Triangle AMA website with link to your site
and short description of your company.
• Logo displayed on signage at monthly
luncheon meeting(s).
• Follow company on Facebook and Twitter
• Recognition by chapter President or
designee at all monthly luncheons
• Recognition in end-of-year Triangle AMA
printed or electronic materials, if any.
• Inclusion of Sponsor’s logo in Triangle
AMA’s pre-meeting slide presentation
• Complimentary tickets for monthly
luncheon meetings.
• Handouts at monthly luncheon
registration table.
• Event promotion in Triangle AMA’s weekly
events email.
• Complimentary postings on Triangle AMA
online Job Bank.
• Display and distribution of company
materials on table at monthly meetings.
• Complimentary AMA memberships (paid
by the Chapter).
• Blog post on Triangle AMA website.
• Speaking/Moderating Opportunity at a
Training Camp/Conference.
• Pre-recorded sponsor-provided
Educational Webcast hosted on the
Triangle AMA site.
• Sponsor-supplied giveaway from a card
drawing option.
• Event direct mailing (print) option to
Triangle AMA member list where mailing
addresses are available (at sponsor’s
expense)
• Buffet table signage at monthly
luncheons.
• Video promotion at luncheons.
• Triangle AMA Special Event - Triangle
AMA will work with you to create a special
event to promote your brand.
Annual Professional Development Packages
These new packages featured some of the
benefits above, and also included:
• Additional complimentary tickets for
monthly luncheon meetings.
• Complimentary tickets for half-day
training events.
• Complimentary passes to webinars
• Complimentary passes to SIG’s
• Complimentary tickets for High Five
Conference.

Sponsorship
Which benefits were sponsors most
interested in?
Sponsors were most interested in getting
actively involved with the chapter. While they
enjoyed all of the benefits, more of them
wanted to host events or take advantage of
speaking opportunities to increase their brand
awareness.
Sponsorship Value
Complete the charts below to show your
sponsorship value totals.
July 2014-
June 2015
July 2015-
June 2016
Cash $55,900 $104,816
In-Kind $55,100 $48,500
Total $111,000 $153,316

Truth: Great AMA
Leaders Actively
Pursue Sponsorships.
Board in a Box
High Five Cash Sponsors
Sponsor Amount
Precision Lender $3,000
NC State $2,000
Gruber Marketing $7,000
Windsor Circle $3,000
Microsoft $3,500
C5 Insight $2,250
Go Local Produce $1,500
BrandFuel $1,000
HealthGrades $2,500
Dunn Solutions $4,000
CRISP $5,000
WRAL $1,000
Citrix $2,205
InMotionNow $2,000
Total High Five Cash $39,955
Chapter Cash Sponsors
Sponsor Amount
The Creative Group $2,000
Media Two Interactive $2,000
Citrix $4,000
Method Savvy $3,000
ASPE $1,000
Lucas Select $750
Sakas & Company $750
Precision Lender $4,000
Fidelity Charitable $2,500
Capstrat $2,900
Icimo $2,600
WRAL $1,000
SAS $2,500
Greenroom $1,400
Brand Fuel $1,000
Bronto $2,000
Hummingbird $4,000
Bandwidth $3,900
Windsor Circle $4,175
Summit Hospitality $2,786
Red Hat $2,600
Citrix $4,500
IBM $2,600
Relias Learning $3,000
Netsertive $3,900
Total Chapter Cash $64,861

Membership
2015/16

Membership Planning
How many membership committee
volunteers did your chapter have?
17
Did your chapter have separate membership
plans for each recruitment and retention?
Yes, the membership team developed a
comprehensive plan to grow the chapter and
meet our 7% growth goal, while retaining our
target goal of 57.5% of our membership. For
recruitment, finished second to AMA Houston
in the Fall drive. We doubled down in the
Spring to win the Spring drive. For retention,
we created a program to send postcards,
follow-up emails, and phone calls. At the end
of the year, we planned and implemented a
renewal phone drive for a small group of board
members to reach out to lapsed and grace
members, as well as those nearing renewal.
Did your chapter set numeric goals for
membership recruitment and/or retention?
How did you perform against these goals?
Yes for both. Our chapter has grown an
average of 14% the last five years, surpassing
500 members for the first time in 2014 and
600 for the first time in 2015. To continue in this
direction we set an moderate goal to surpass
650 members (7% growth). We smashed
Membership
our growth goal and set a new membership
record for the Triangle chapter, ending the
year with 744 members (22% growth). We also
surpassed our retention goal, ending the year
at 59% retention, an increase of 5 percentage
points. Our retention was seven percentage
points higher than any other chapter with
greater than 500 members and 13 percentage
points higher than the average large chapter.
Chapter 2015-16
Atlanta 33%
Chicago 46%
Dallas 46%
Houston 52%
New York 48%
Triangle 59%
Washington, DC 40%
Average 46%
Did your chapter have any specific goals,
strategies or tactics for group membership?
How did you perform against these goals?
Yes. Group membership makes up 29% (218 out
of 744) of our membership, so it’s important to
recruit and retain groups. By working together
with sponsorship, we sought out cash or
in-kind sponsor prospects that would be also
be interested in a group membership. During
the course of the year, we recruited five new
groups, three of which also became sponsors.
Our Director of Group Membership sent out 90,
60, and 30-day renewal reminders and offered
support to group key contacts in the renewal
process. Finally, we sought out companies with
two to three members and communicated
discount and benefit information with the goal
of converting their individual memberships
into a group membership.

Recruitment
check-in at our luncheons to create a feeling of
exclusivity. At High Five Conference, members
could visit our Triangle AMA Membership
booth to receive a special member-only gift (an
$5 EMPOWER Starbucks gift card or a signed
copy of Zombie Loyalists by Peter Shankman).
At the High Five Conference, we offered a
registration rate that included a conference
badge, a workshop, and a Triangle AMA
membership. This bundle resulted in 17 new
members.
During luncheons, we include membership
information on the materials and encourage
non-members to join during the opening
remarks. Our Ambassador program, which
is a group of volunteers who welcome
non-members, share information about the
AMA at the luncheons, and invited guests to
join.
How does your chapter recruit members
through email and/or social media?
The Salesforce.com data integration program
allowed the Triangle AMA to be more efficient
with its prospective outreach. The membership
committee followed up with hot leads via email
afterseeingtheyhadattendedrecentprograms
and through meeting them at the events. In the
spring, we ran an email campaign promoting
the national referral benefit (via https://www.
ama.org/membership/Pages/Member-Refer-
ral-Program.aspx). Last, we heavily promoted
the Fall and Spring membership drives on
social media through formal AMA Triangle
properties, but also through board members
and volunteers.
How did your chapter participate in the AMA
Fall and Spring Membership Acquisition
Campaigns?
Leading up to each campaign, the Membership
Committee prepared promotions materials for
the acquisition campaign including:
• Emails to prospective members,
Member Benefits
Complete the table below to list all of
the local benefits your chapter offered to
members.
Free access to chapter social events
$50 discount to training events
$100+ discount to the annual High Five
Conference
$10 discount on luncheons
Free access to post resumes to the
AMA Triangle job bank
Free access to webinars ($25 savings per
webinar)
Free access to SIG’s ($10 savings per SIG)
Free access to member only events. We
offered a Midnight Lunch training session
with Sarah Miller Caldicott (great-grand-
niece of Thomas Edison) and a keynote at
SAS’ Executive Briefing Center on
“Creating Customers for Life” with Chief
Customer Officer/EVP Fritz Lehman
Recruitment Activities
How does your chapter integrate
membership recruitment into local
programs?
Membership recruitment is a significant part of
our local programs. In addition to our member/
non-member pricing differential, we make a
special effort to provide special recognition
to members. For instance, we created a new
badge color for members and a separate

lapsed members, past members, AMA
registrants, and event guests.
• Handouts for both prospective members
and current members
• Social media content (Facebook, LinkedIn,
and Twitter)
• Draft email for the board to use with
personal connections
• Web banners on TriangleAMA.org
• Blog posts on TriangleAMA.org
• Buddy, Buddy Offer of two free lunches
for a referring member (Spring Campaign
Only)
• Echo Referral Prize (Spring Campaign
Only)
• Coordinated plan for assigned board
members to attend Luncheons, Trainings,
SIG’s, Webinars, and Socials to promote
the SMD offer
• Had a booth at the Raleigh Chamber
Business Expo (Spring Campaign Only)
• Tailored specials to Transition SIG
attendees (promotion that included Job
Fair admission)
• Created a Non-Profit marketer member
subsidy program
The Triangle Chapter finished second (3.59%)
in our category to AMA Houston in the Fall
campaign. We grew membership by 3.50%
(19 new members) in the campaign. We
ramped up our efforts in the spring and
changed strategies. In the fall we focused on
a direct mail campaign using a purchased list,
whereas in the Spring we focused on hand
selling through our board and members. We
created new incentives for both prospective
and current members. We challenged our
rival chapter AMA Houston to a saucy bet of
20 lbs of NC BBQ pork vs. 20 lbs. of Texas
Recruitment
BBQ brisket. We started early and finished
strong. The team rallied and we finished first
in the Spring Membership Drive with a 16.44%
increase and 109 new professional members*.
What additional chapter recruitment
activities did your chapter conduct?
After early momentum in the Spring
Membership Drive, we created the Century
Challenge that pitted membership against
sponsorship on a quest for 100 new members
and $100K in cash sponsorships. Winners
received a dinner for their team at local
restaurant [Sponsorship at the Angus Barn and
Membership at The Pit]. Both team achieved
their goals. Sponsorship retained bragging
rights and dessert for getting to the century
mark first. Membership got the last laugh by
outscoring Sponsorship by 109-105.
Do board members who are not on the
Membership Team participate in membership
recruitment activities? If so, how do they
participate?
Yes, we know that growing membership is
the job of the entire chapter - not just the
membership committee. Board members
were expected to promote the acquisition
campaigns and invite personal connections
to events and to become members. Board
members, ambassadors, and volunteers
attended became advocates for membership
at Triangle AMA and other community events
the entire year. At our December board
*According to the recorded Membership Drive results in
Chapter Resources at ama.org/cr, 109 new members tops
the current record of 105 set by AMA Boston. Note: Boston
achieved 105 in a 10+ week Fall drive between September
8 - November 20, 2009. We broke the record in a 7+ week
drive between May 2 - June 24, 2016.

meeting, all of our board members chipped
in and signed holiday cards to our members.
As a whole we collectively signed more than
600 cards. Board members were mandated
to recruit at least one member as part of their
board commitment letter. We also placed
key executive board members into both
membership and programming to support
our efforts in the Century Challenge.
Member Testimonials
Did your chapter use member testimonials
to promote your chapter? How and where
were these used?
Yes. At our luncheons, we had members/
volunteers share why they had become and
stayed members of the AMA. We also created
videos of members giving testimonials that we
played at our events. Our website also features
videos of members sharing testimonials why
they became and continue to be AMA Triangle
members.
Chapter Group Members
Capstrat 15
COCG (A Division of Healthgrades) 5
Three Ships (now CRISP) 4
Lord Corporation 3
Bioventus formerly Smith & Nephew 9
Bronto Software 9
Genworth Mortgage 7
The Channel Company 4
Wake Technical Community College 4
Duke University Medical Center 7
Precision Lender 4
North Carolina State University 4
Syncfusion 4
Triangle Transit 6
MANN + HUMMEL, Purolator Filters 4
SAS 27
American Institute of CPAs 37
Teleflex 6
Lenovo 13
Windsor Circle 7
Grifols 4
Allscripts 11
Blue Cross Blue Shield North Carolina 8
03 Creative 4
ASPE 6
Dude Solutions 6
Total Number of Group Members 218

Retention
New Member Engagement
Do you welcome new members? If so, how
soon after a member joins do you welcome
them and what do you do to welcome them?
Yes. Every new member is assigned to a
“Connector” (a volunteer on the board), who
reaches out via email or phone inviting that
new member to coffee or a phone call to learn
more about the chapter. Connectors invite new
members to get involved by attending events
or volunteering, depending on their interests.
Throughout the year, the Connector continues
to follow up with the new member to keep
them interested and engaged.
Does your chapter offer a new-member
orientation? If so, how often is it held, what
is the format, and what information is shared
during the program?
Yes. The Membership Committee hosted a
new member orientation four times in the
2015-2016 year. The first three “meet and
greets” took place at our sponsor Capstrat on
9/24, 1/28, and 4/28. During these sessions,
we review a PowerPoint (projected and also
distributed as a hard copy) of all the local and
national benefits and answer questions of new
members. Other board members/volunteers,
including the President and President-Elect,
also attend to share personal experiences and
welcome new members.
The fourth event took place on 6/16 just before
our final luncheon of the year. During the year
we also designated new member reserved
tables at our luncheons and included ribbons
on their badges.
Member Surveys
Did your chapter conduct a survey of your
entire membership this year?
Yes. We conducted a member (current and
lapsed) and prospective member survey
between December 1-18, 2015. The survey
was administered by the research company
Bellomy Research and was completed by 122
respondents.
What were the results of your survey?
Here are top-line results:
• Most current AMA members (83%) said
the local programs and events are a reason
for membership.
• 85% of current members said they are
very or somewhat satisfied with their AMA
membership and six out of seven would
recommend membership to others.
• When considering the combined benefits
and costs of national and chapter

membership, 74% said it was a very or
fairly good value for the money.
• The strong value ratings appear to be
largely driven by a high valuation of
chapter membership. − 47% said national
membership was a very or fairly good
value for the money. − 89% said chapter
membership was a very or fairly good
value for the money.
• The optimal price for AMA membership
is around $180, according to a Van
Westendorp price sensitivity analysis. The
acceptable price range for membership is
between $140 and $213, which is below the
current combined national+chapter dues
of $270.
• Monthly publications and webcasts/
podcasts are national benefits that are
important to renewal and performing
well; chapter speakers/talks panels and
knowledge/skill events are also important
to renewal and performing well.
How satisfied was your membership? (State
as a percentage)
85% of respondents were satisfied, as indicated
by the top top boxes on a five-point rating
scale
Truth: Great AMA
Membership Leaders
Focus on Recruitment
And Retention.
Board in a Box

Programming
2015/16

Programming
Programming Chart
Complete the chart below to list your chapter’s entire year of programs.
Event Date Type of Event Topic/Speaker
Satisfaction
Score
#of
Members
#ofNon-
Members
Total
Attendees
Attendance
Goal
Actualasa
%ofGoal
7/7/2015 SIG Event Marketing n/a 4 8 12 10 120%
7/10/2015 SIG Social Media n/a 13 5 18 10 180%
7/21/2015 SIG Higher Ed Marcomm n/a 5 2 7 5 140%
7/23/2015 SIG Digital Marketing n/a 9 3 12 10 120%
8/13/2015 1/2 Day Training Marketing vs. Sales / Devin Kelley 85% 14 2 16 30 53%
8/20/2015 Luncheon Testing / Greg Ng 100% 76 74 150 140 107%
8/25/2015 SIG Healthcare Marketing n/a 7 4 11 10 110%
9/1/2015 Social Meet the Board n/a 40 0 40 30 133%
9/17/2015 Luncheon Live Video / Brian Fanzo 93% 58 63 121 140 86%
9/24/2015 Social New Member Meet & Greet n/a 41 0 41 25 164%
9/26/2015 Social Member Appreciation / Soccer n/a 16 10 26 40 65%
10/8/2015 1/2 Day Training Leadership / Dr. Gary McGrath 99% 25 5 30 30 100%
10/15/2015 Luncheon Presentation Sin / Alan Hoffler 97% 56 79 135 140 96%
10/26/2015 Social High Five Kickoff Party n/a 35 55 90 70 129%

Satisfaction
Score
#of
Members
#ofNon-
Members
Total
Attendees
Attendance
Goal
Actualasa
%ofGoal
11/11/2015 Members Only Midnight Lunch / Sarah Caldicott n/a 25 0 25 25 100%
11/19/2015 Luncheon Local Culinary Marketing Panel 99% 37 51 88 140 63%
12/1/2015 Members Only Merry Mingle n/a 25 0 25 25
12/7/2015 SIG Transitions Speaker n/a 7 12 19 10 190%
12/16/2015 SIG Transition Roundtable n/a 3 7 10 10 100%
12/17/2015 Luncheon Loyalty / Peter Shankman 96% 59 74 133 140 95%
1/4/2016 SIG Transition Speaker n/a 5 20 25 10 250%
1/21/2016 Luncheon Entrepreneur / Jason Lucash 94% 61 101 162 140 116%
2/11/2016 1/2 Day Training Goal Setting / Van Carpenter n/a 19 14 33 30 110%
2/24/2016 SIG Non-Profit/Small Business n/a 12 16 28 10 280%

Satisfaction
Score
#of
Members
#ofNon-
Members
Total
Attendees
Attendance
Goal
Actualasa
%ofGoal
3/2/2016 Conference High Five Conference 97% 177 279 456 420 109%
3/2/2016 Social High Five Opening Night Party n/a 41 62 103 75 137%
3/2/2016 Social High Five VIP Party n/a 17 27 44 40 110%
3/9/2016 SIG Marketing Automation n/a 4 3 7 10 70%
3/17/2016 Luncheon Global Marketing / Jean English 93% 85 71 156 140 111%
3/24/2016 Social Networking Event n/a 21 14 35 25 140%
4/7/2016 1/2 Day Training Fan Factor / Meredith Oliver 100% 19 13 32 30 107%
4/21/2016 Luncheon CMO Panel / She Suite 100% 71 132 203 140 145%
4/22/2016 SIG Branding n/a 11 9 20 10 200%
4/27/2016 Webinar Audience Profiling 101 n/a 25 4 29 25 116%

Satisfaction
Score
#of
Members
#ofNon-
Members
Total
Attendees
Attendance
Goal
Actualasa
%ofGoal
5/16/2016 Members Only SAS event / CCO Fritz Lehman n/a 55 5 60 30 200%
5/19/2016 Luncheon Branding / Melanie Spring 100% 87 78 165 140 118%
5/19/2016 Members Only Senior Level Networking Breakfast n/a 15 5 20 15 133%
5/25/2016 Webinar B2B Content Strategy n/a 31 4 35 25 140%
5/27/2016 SIG Branding n/a 4 6 10 10 100%
6/7/2016 Social Raleigh Beer Garden n/a 70 36 106 30 353%
6/9/2016 1/2 Day Training Integ. Mktg. / Johnston & Barlow 100% 34 10 44 30 147%
6/16/2016 Training Job Fair Susan Arnold and 15 exhibitors n/a 77 60 128%
6/16/2016 Luncheon Build the Fort / Chris Heivly* 100% 113 85 198 140 141%
6/21/2016 Members Only Senior Level Networking Breakfast n/a 11 3 14 15 93%
6/22/2016 Webinar Lead Nuturing n/a 20 2 22 25 88%
6/24/2016 SIG Branding n/a 8 8 16 10 160%
Totals 97% 2,008 1,704 3,789 3,240 117%

Programming Planning
How many programming committee
27
How far in advance did your chapter develop
its programming calendar?
12 months. We developed our Programming
calendar a year in advance. This includes
knowing we’d have monthly luncheons every
third Thursday (apart from July and February),
SIG meetings on a monthly or bi-monthly basis
(with a recurring date/time for each SIG), and
our third annual High Five conference during
March 2-3, 2016.
We typically booked luncheon keynote
speakers at least three months in advance, with
some further in advance. We also committed
to a minimum number of socials and training
programs, which we scheduled during the
year.
We established an ambitious goal of booking
80% of our luncheon speakers before our first
luncheon.ByAugust15,ourVPofProgramming
Leah Dorsey had slotted themes and speakers
for eight of our 10 luncheons.
How did your chapter create member value
through programming?
We created member value through
programming three-fold. First, we provided
special pricing to our members. Non-members
on average spent 83% more to attend chapter
events. Second, we bumped up the number
of training events given feedback from
our membership. That included increasing
trainings by 200% and webinars by 300%.
Third, we created a handful of free or low
cost exclusive member-only events in order to
boost perceived value.
How did your chapter integrate
communications plans into your
programming plan?
Programming
Communications and Programming were
closely integrated. Programming used the
chapter’s standard Communications Brief, to
ensure the Communications team had all the
info it needed to promote events online, email,
social media, and print.
This also included providing information to
Communications with enough lead time, which
meant getting speaker blurbs and headshots
well in advance. It was all part of our process.
To ensure excellence, we ran an expanded
Communications team for our signature
High Five Conference in March 2016. This
included volunteers for web, print, and mobile
marketing, plus an in-kind sponsor for social
media monitoring.
How did your chapter build sponsorships
into events?
We build sponsorships into every recurring
event and most one-off events. We recognize
sponsors at every luncheon (on signboards and
often in other ways for higher-level sponsors).
SIGs are hosted/moderated by sponsors.
High Five Conference contains a strong
sponsorship component, where sponsors
exhibit for two days in our trade show area.
We found ways to do signature giveaways at
many of our luncheons. In November we gave
away chocolate and scones from our panelists.
In December, we gave every attendee a copy
of Zombie Loyalists. In April, we gave away
free vodka from TOPO Distillery and breath
mints from our sponsor Fidelity Charitable at
our CMO panel luncheon. In May, our sponsor
Alphagraphics gave away five golden tickets.
In June, 50 lucky embers received a copy of
Chris Heivly’s book, Build the Fort.
The chapter also leveraged our sponsors to
enhance our events. We held all volunteer
board meetings at Citrix, Method Savvy, and
Capstrat. We held member-only events at
Bi-Link and SAS.

Delivery
Programs Delivered
What was the total number of programs your chapter offered?
102. In 2014-15 we delivered 66 programs. In 2015-16 we took it ONE LOUDER and delivered
102 programs.
What was the average percentage price differential between member and non-member
programming fees?
On average, non-members paid 88% more. The per-event increase ranged from 33% to 200%.
Event Type Members Non-Members Increase
SIGs Free $10 100%
Webinars Free $25 100%
Luncheons $30/$40 $40/$50 33%
1/2 Day Trainings $25 $75 200%
High Five Conference $345 $495 43%
Job Fair $40 $60 50%
Program Content
Complete the table below to indicate if your chapter programs contained any of the types of
content listed, then share the name of one chapter program that contained this content and
specify the relevant content.
Program
Content
Program Name Relevant Context
Panel Annual CMO Panel Our most successful luncheon, the CMO
Panel
Roundtable Transition SIG SIG for members and prospective mem-
bers in transition
Hot speaker Luncheon Peter Shankman spoke about loyalty and
customer experience
Hot topic Live Video - Luncheon Brian Fanzo spoke about Periscope, Meer-
kat, Blab, etc.
Hot company IBM Global VP of Marketing Jean English spoke
about marcom
Hot venue SAS Executive Briefing
Center
SAS hosted an exclusive members-only
event at their EBC

Delivery
Program Types
Complete the table below to indicate the other types of programs your chapter offered
beyond regular programs.
Program Surveys
For what percentage of total programs did your chapter conduct surveys?
16% We surveyed all luncheons, trainings, and the High Five Conference. We did not survey
SIGs and social events, to prevent survey fatigue.
What was the average satisfaction score for all programs combined (as a % of 100)?
97% (note: 97% for luncheons, 96% for trainings, 97% for High Five Conference)
Program Type Program Names Program Timing
Signature event High Five Conference (two days) March
Board Appreciation event Merry Mingle networking social December
Members-only program Midnight Lunch Lab and SAS talk November and May
Awards program Annual Scholarship Award June
Networking/Career Development AMA Triangle Job Fair June
Volunteer/Family Appreciation Durham Bulls June
Member Appreciation event Raleigh Beer Garden June

Attendance
Program Promotion
How far in advance did your chapter promote regular programs on average?
Six months and six weeks. We published our calendar six months in advance and actively
promoted monthly events on average six weeks in advance. Our goal was to focus active efforts
on the next event to avoid cannibalizing attendance by focusing too much on distant events. We
promoted our signature High Five Conference seven months in advance.
What types of communications methods did you use to promote programs?
Multiple types. We promoted events to our 3,100-contact email list (one-off promos plus weekly
roundup/digest emails), our multi-channel social media following, and in print on our luncheon
flyer. We also did co-marketing to promote certain events, with guest speakers promoting to
their lists, and we made one-off invitations to people in niche markets for certain topics.
For several events, including High Five Conference, we leveraged the contributions of in-kind
sponsors to promote events. WRAL.com provided us with banner advertising for our events. The
Greater Raleigh Chamber included our events in their monthly events guide and weekly emails.
Program Attendance
What was the total attendance for all your chapter’s programs combined?
3,789
What was the average attendance for all programs combined?
37. (151 for luncheons, 14 for SIGs, 32 for half-day trainings, 28 for webinars and 45 for socials.)
What was the average attendance as a % of your goal for all programs combined?
117%. (108% for luncheons, 140% for SIGs, 108% for half-day trainings, 115% for webinars, and
139% for socials)

Collegiate Relations
What collegiate relations project(s)/program(s) did your chapter execute this year?
Triangle AMA believes strongly in the value of our marketing students. With three major research
universities and nine additional colleges in our region, maintaining strong relations with our
colleges is essential.
Our primary collegiate relations program is our scholarship
program. We awarded a $1,500 scholarship to one
deserving marketing student. As a means of providing
additional financial support to students, we offered a
student rate for all of our programs (including High Five),
which was generally at or below cost.
We also sponsored a student-led marketing competition
called Crash Campaign, which is 24-hour marketing case
competition sponsored by the UNC School of Journalism
that solves the marketing problems of local nonprofits
and small businesses. As a sponsor, we provided an AMA
student membership to each member of the winning team (six in total) and one of our volunteers
dedicated a full Sunday to judge the competition.
How did you perform against your collegiate relations goals?
We achieved all of our collegiate relations goals. We set continue our scholarship program
and support the Chapter as whole by improving our relations with our significant collegiate
audience. We accomplished all of these goals, through the activities listed above.
Community Relations
What community outreach project(s)/program(s) did your chapter execute this year?
AMA Triangle executed on several community relations programs. Our primary program is our
mentorship program, which pairs up junior professionals with more senior ones. During the year,
we made 27 mentorship matches and completed a training manual for our mentors.
We also run a program in collaboration with the NC Center for Nonprofits called the Marketing
Assistance Program. In this program marketing professionals agree to donate two hours of
marketing advice to a nonprofit.. The Nonprofit Center works to match our volunteers with
nonprofits and provide an introduction. The Executive Director presented at our August
luncheon to recruit members.
We continued our partnership with HQ Raleigh, a startup incubator. Triangle AMA board
members visited HQ monthly to provide free marketing advice to the member companies.
In addition to our gifts of time, we also believe in providing financial support to the community.
this year we participated in the annual New Media Telethon for the Food Bank of Central and
Eastern NC. We provided a $500 donation, which funded an impressive 2,500 meals.
Collegiate and Community Relations

This year we introduced the Non-Profit Special Interest Group after receiving feedback from
non-profit members they did not find value in their membership. Nonprofit members enjoyed
attending luncheons and trainings but felt they could never walk away and actually apply
what they learned to their organizations with limited budgets and resources. This group felt
under-served and wanted an opportunity to meet with like minded individuals to figure out how
to navigate marketing in organizations with huge limitations. In January we took this one louder
with the SIG. The facilitator came prepared with topics but always left time for group discussion
and brainstorming. Topics included “Getting More in the Digital World,” “Crafting Your Elevator
Speech,” “SEO and Google Grants,” “Strategic Planning,” and “Partnerships.”
How did you perform against your community relations goals?
We successfully completed all of our community relations goals. We set out to continue
building and supporting our mentorship program, the HQ Raleigh partnership, and our tradition
of one monetary donation during the year. We accomplished these goals as noted above and
also added the Non Profit SIG program, which was above and beyond what we set out to
accomplish.

Communications
2015/16

Communications
Communications Planning
How many communications committee
14
What was your chapter’s communications
strategy this year?
Our strategy included building an internal
communication process with our functional
groups (Programming, Membership,
Sponsorship,etc),continuetoidentifyandgrow
the social media platforms where our members
and prospects are spending time. We focused
on enhancing the communication briefing
process and sharing the communications
calendar with entire board to view.
How did your chapter align communications
strategies with other areas of the chapter?
Communications strategies were aligned to
ensure chapter members and those interested
in the Triangle are aware of the value the
chapter provides through educational and
networking events, special interest groups
and member interests including community
relations with other professional groups,
scholarship, and mentorship initiatives.
Did your chapter build a communications
calendar? Did it contain specific deadlines
for contributions?
Yes and yes. Communications team used and
shared Google Calendar with the Board. Any
member could complete a communications
brief and send it to the communications team
through shared email communications@
triangleama.org at least two weeks before
the event or communication needed to be
delivered via email or social media, four weeks
for a blog post, and six weeks to create a
webpage.
How did you perform against your
communications goals?
We met our communications goals. The board
engaged in the communication’s brief process.
We executed on the what (channels) and when
(timing) by scheduling our communications
well in advance of events, membership drives,
and scholarship application due dates.
Branding
Did your chapter develop details brand
standards for all communications assets?
What were these?
Yes, we have brand standards and templates
for our communications. These cover visual
standards for using our logo. We have also
developed visual standards, and a brand book,
for High Five Conference. In May, the chapter
began the process of adapting the new AMA
brand. We became an early adopter and
began the process of rebranding under the
one AMA branding.
How did you communicate your brand
standards to chapter leaders and partners?
A variety of ways. Our brand standards are
available to all board members on our shared
Google Drive. We also added a new page to
our website where partners could download
our logo, to deter them from finding and
using an inappropriate logo. We also have a
spec sheet that’s distributed to all sponsors
to help them determine the exact sizes and
specifications for any brand assets we need
to obtain from them for email, web, and print
communications.
At our May luncheon, we formally introduced
the new brand to our membership. We played
the brand video and unveiled our first pieces of
collateral and signage courtesy of our sponsor
Alphagraphics.
Database Management
Does your chapter maintain a database of
member and prospect contact information?

Communications
What tools do you use to manage your
database?
Yes. The Triangle Chapter maintains a robust
database of all members and their activities in
multiple locations. For example, all member
data is downloaded from the Support Center
and stored in Salesforce, where only a select,
designated group of members (principally
Board Members and people on the Membership
Committee) are allowed access.
In addition to securing member data,
Salesforce also stores all member activity, such
as attendance at luncheons, SIGs, and special
events. This data is also stored in a Cvent
database, where it is password protected.
Prospects are also collected in two databases -
Salesforce and Cvent. Both of these programs
are used to generate lists for both print and
email solicitations.
How often do you add prospects collected
from local programs?
Immediately. New registrants are automatically
added to our mailing list in Cvent and our
prospect list in Salesforce when they register
for an event.
How often do you update member
information using data provided by the AMA
Support Center?
Weekly. We have an automated process to
import member information into Salesforce
each week.
Does your chapter have any policy or
security measures in place to protect
member and prospect data?
Yes. All databases are password protected. In
addition, all members who need access to the
databases must be given permission by the
President (or his designee). Also, all members
on the Board and those who might need access
to the data are required to fill out and sign a
non-disclosure form.
Triangle AMA on Salesforce.com
Truth: Great AMA
Communications
Leaders Embrace
Technology.
Board in a Box

Communications
Email Communications
How frequently were email communications
sent to members and non-members?
1-3 times per week. Emails were sent to
members and non-members at least once a
week, but, as an AMA Triangle general policy,
no more than three times per week.
What type of information did these emails
contain?
Emails included information about events,
special interest groups, membership drives,
scholarship opportunities, mentorship
opportunities, and partner association events.
This year we sent a newsletter email every
Monday to promote events coming in the next
several weeks. This digest also presented us an
opportunity to include a sponsor promotion in
each email.
Each of our luncheon events, workshops,
and High Five Conference had dedicated
promotional emails. In addition to the new
weekly email, we added a sidebar to all of our
emailswhichcontainedashortlistofupcoming
events and listings on our job board.
Another feature of our emails is a membership
reminder. Non-members see a message that
reads “Not yet a AMA Triangle member? Join
Today” with a link to our membership page.
Members see a subtle reminder to renew:
“Thank you for being a AMA Triangle member.
Your membership expires 6/30/2017.”
Newsletters
Did your chapter publish an electronic or
print newsletter?
Yes, we distribute a weekly newsletter email
that is delivered every to an average of 3,100+
emails recipients every Monday. It includes
information about Marketing events in the
Triangle.
The chapter also prints a news bulletin which
is distributed at the monthly luncheon (on
average 151 attendees). It is also used at any
non-Triangle AMA events we attend such as
regional trade shows (i.e. Internet Summit,
Raleigh Chamber Business Expo, and Merry
Mingle).
How frequently was it published?
The email was published weekly. The printed
news bulletin was published monthly and
distributed at our luncheons.
How many people received this newsletter
on average?
The email served our entire 3,100+ email
database. The bulletin was distributed to all
luncheon attendees, which averaged 151.
Traditional Earned Media

Interactive Media
Did your chapter receive any earned media
from traditional media sources?
Yes, we received coverage for the Chapter and
the High Five Conference in national media.
What sources did these come from?
• Forbes - Marketing Conferences to Check
Out in 2016 (http://www.forbes.com/sites/
johnhall/2016/01/24/marketing-conferenc-
es-to-check-out-in-2016/)
• Conference Notes Podcast, Episode 11 -
High Five: Where Marketing and Creative
Come Together (http://sweetfishmedia.
com/high-five-conference/)
• Onalytica - Top 50 Content Marketing
Brands - Triangle AMA #44 (https://market-
inginsidergroup.com/content-marketing/
top-200-content-marketing-brands-influ-
encers/)
Website
Check the boxes below to indicate what
content can be found on your chapter’s
website.
 Membership registration/application
 Member benefits
Members-only content
 Volunteer opportunities
 Board members and/or chapter contact
 Programs/events
 Job Board
 Sponsorships
 Blog or Online community
Did your chapter track website statistics or
other information? What did you learn from
this and did it prompt any specific actions?
Yes, our chapter uses Google Analytics to
measure website traffic for TriangleAMA.org
and HighFiveConference.com. This allows us
to track industry-standard metrics for user
acquisition, audience demographics, and user
behavior while on site.
This information, along with our email tracking,
showed us that most of our monthly event
registrations come directly from our emails
without visiting our website first. We had
considered trimming the content in our emails
and registration system, however this insight
prompted us to leave the current level of detail.
Conversely, we learned that High Five
Conference registrants almost always visit
our website before registering, which makes
sense because a large-ticket item requires
more research. From this understanding, we
added more website links to our conference
emails, while keeping the primary CTA linked
to registration. We also learned that other
communication channels, like national emails,
partners, and social media were effective at
driving attention to High Five.
Website
What was your chapter’s social media
strategy?
Social media is an integral component of
our chapter’s marketing plan. We reach out
and listen to our community through social
platforms. We build out a team of volunteers
and continue to identify and grow the social
media platforms where our members and
prospects are spending time. Our focus was to
build communities in these channels and not
just promote our events.
What social media platforms did your
chapter use and how often on average did
your chapter post to each platform?
Twitter - the chapter posts daily to 5,973
followers (@triangleama), which represents an
increase of 10% over 2014-15. Using HootSuite
the team as well as the Board would schedule

Interactive Media
posts for the week. Each day a different
assigned volunteer reviewed the site for tweets
to or about the Chapter and respond or react
appropriately, such as retweet, or comment.
We also created teams to monitor and engage
with activity during live events such as monthly
luncheons, High Five Conference, Trainings,
Webinars, Socials, and SIGs.
We launched an additional Twitter account
for High Five Conference (@high5conf).
During our active season of promotion, our
in-kind agency posted several times daily.
We’ve reached just over 700 followers on the
account, an increase of 75% over 2014-15.
LinkedIn - The Triangle AMA Group page has
2,181 members, an increase of 149 members
YOY. New posts are originated by the Chapter
two to three times a week. The LinkedIn
Group Page is monitored by a Social Media
team member named Marcie Montague.
This year’s goal was to build engagement
with discussions posted on the Chapter’s
Group page. On average 35-40 interactions a
month.
Facebook - Facebook is now growing with
1,077 members, and increase of 38% over
2014-15. The Chapter posts several times a
week to the account. With a dedicated Social
Media volunteer, Amanda Orfitelli, we’ve
continued to see more growth in interaction
this year. On average organic posts are served
to less than 100 people.
We also used Facebook for High Five
Conference marketing. Our event page was
a source for regular updates and racked up
thousands of impressions during the months
surrounding the conference.
Blog Posts - The Chapter had robust blog
post activity throughout the year. The
Chapter had a total of 40 blog posts during
the fiscal year. These included everything
from profiles of sponsors, guest speakers,
members to summaries of events (including
luncheons), and the latest trends in marketing.
The posts were also written by a number of
different writers, including members who are
professional freelance writers and guest posts
by college students. In addition, the posts
were typically linked and highlighted in the
Chapter’s Twitter feeds and emails.
How does your chapter use mobile
technology as a marketing tool?
For our members and prospects, mobile and
social are inextricably linked. We see excellent
engagement during our events from attendees
posting to our #TriAMA and #High5Conf
hashtags from their mobile devices.
This year, we implemented three mobile
initiatives.First,westreamlinedourregistration
process so it would work better on mobile
devices. Second, we continued using our
mobile app for the High Five Conference via
an in-kind sponsorship with Cvent. Lastly, we
did an in-kind sponsorship with Sprinklr to
do social media monitoring at the High Five
Conference.
Additionally, our website uses a responsive
template, which makes it easier to view on
mobile devices. .
Truth: Great AMA
Communications
Leaders Leverage
Social Media
Board in a Box

Online video represented a significant part of
AMA Triangle’s interactive media efforts.
Click to view.
Member Testimonials High Five 2016 Preview
Interactive Media

Attachments
2015/16

Schedule of Attachments
Leadership Attachments
65 Mission/vision statement materials
66 Constitution and bylaws updates
74 Strategic plan
86 Dashboards
88 Board/volunteer job descriptions
97 Board/volunteer commitment form
99 Volunteer recognition materials
100 Board member benefits
101 Volunteer survey questionnaires and re-
sults
114 Budget
115 Year-end balance sheet and P&L state-
ment
117 Sponsorship materials
150 Collegiate relations materials
153 Community relations materials
N/A Other leadership attachments
Membership Attachments
154 Group membership materials
157 Local chapter member benefits
158 Membership recruitment materials
167 Member testimonials
168 Membership retention materials
N/A New member engagement materials
169 Membership survey questionnaires and
results
180 Other membership attachments
Programming Attachments
182 Program survey example questionnaire
183 Program promotional materials
204 Other programming attachments
• Speaker agreement
• Event debrief
• Luncheon checklist
• Refund policy
Communications Attachments
213 Communications calendar
235 Brand standards
236 Communications and data security poli-
cies
237 Email communications example
239 Newsletter example
240 Traditional earned media example
241 Website screenshots
243 Web statistics tracked
249 New/social media materials
256 Other communications attachments
• Communications brief

Mission/Vision Statement Materials

Constitution and Bylaws Updates
CHAPTER
CONSTITUTION

WHEREAS
the
American
Marketing
Association,
an
association
of
individuals
interested
in
advancing
the

discipline
of
marketing,
provides
for
the
formation
of
chartered
chapters
to
promote
frequent
contact

and
discussion
among
members
to
advance
the
profession,
the
Triangle
Chapter
of
the
American

Marketing
Association
is
established.

Article
I

NAME
AND
PURPOSES

Section
1.
Name.
The
name
of
this
organization
shall
be
the
Triangle
Chapter
of
the
American
Marketing

Association.

Section
2.
Purposes.
To
generate
new
knowledge
about
marketing
–
i.e.,
to
discover
better
marketing

methods.

To
communicate
the
best
that
is
known
about
marketing
–
i.e.,
to
teach.

To
stimulate
the
use
of
high
standards
of
marketing
practice
–
i.e.,
to
foster
ethical
and
effective

use
of
what
is
known
in
both
the
private
and
public
sectors
of
the
economy.

The
Triangle
Chapter
of
the
American
Marketing
Association
shall
endeavor,
through
study,
frequent

meetings
for
interchange
of
ideas,
and
sponsorship
of
marketing
projects,
to
further
the
purposes
of
this

American
Marketing
Association.
The
Chapter
will
be
operated
as
a
non-‐profit
business
league.

Article
II

RELATIONSHIPS
WITH
THE
AMERICAN
MARKETING
ASSOCIATION

Section
1.
Precedence
of
American
Marketing
Association
Constitution
and
Bylaws.
This
Chapter
shall

operate
in
accordance
with
the
Constitution
and
Bylaws
prescribed
by
the
Board
of
Directors
of
the

American
Marketing
Association,
a
copy
of
which
is
attached
to
and
an
integral
part
of
this
document.

This
Chapter
Constitution
and
Bylaws
may
contain
additional
provisions
insofar
as
they
are
not
in

conflict
with
the
Article
of
Incorporation,
Constitution,
and
Bylaws
of
the
Association.

Section
2.
Policies.
This
chartered
Chapter
shall
cooperate
with
the
Association
and
operate
in

accordance
with
Association
policy.
The
right
to
continue
as
a
Chapter
and
use
the
American
Marketing

Association
name
and
trademark
are
subject
to
revocation
by
three-‐fourths
vote
of
the
Board
of

Directors
of
the
Association
in
the
event
of
failure
by
the
Chapter
to
operate
in
accordance
with
policy

established
by
the
American
Marketing
Association.

Article
III

MEMBERSHIP

Section
1.
Qualifications.
Any
person
who
qualifies
for
and
accepts
membership
in
the
American

Marketing
Association
may
be
admitted
to
membership
in
this
Chapter.

Constitution and Bylaws Updates
Section
2.
Procedures.
Provisions
regarding
qualifications
and
application
for
membership,
admission
to

membership,
term
and
termination
of
membership,
recourse
for
denial
or
termination
of
membership,

and
arbitration
procedures
resulting
therefrom
are
adopted
by
and
binding
for
this
Chapter
as
specified

in
the
Constitution
of
the
American
Marketing
Association.

Article
IV

VOTING
RIGHTS
AND
MEMBERSHIP
MEETINGS

Section
1.
Voting
Rights.
All
Chapter
members
in
good
standing,
with
the
exception
of
student
members,

shall
have
one
vote
on
all
Chapter
matters
upon
which
members
are
entitled
to
vote.

Section
2.
Meeting
of
Members.
Membership
meetings
may
be
scheduled
by
action
of
the
Board
of

Directors,
the
President,
or
by
a
membership
petition
signed
by
two
percent
or
ten
(whichever
is

greater)
of
the
voting
members.
Notice
of
such
meeting
shall
be
mailed
to
each
voting
member
at
least

thirty
days
prior
to
its
scheduled
time.
Each
action
taken
at
such
membership
meeting
which
requires

total
membership
ratification
or
rejection
shall
be
submitted
to
the
total
voting
membership
for
such

action
by
mail.

Article
V

ANNUAL
ELECTION

Section
1.
Nominating
Committee.
The
Nominating
Committee
shall
consist
of
(1)
up
to
three
of
the

most
recent
available
past
Presidents
of
the
Chapter,
with
the
second
most
recent
serving
as
Chairman;

(2)
an
equal
or
greater
number
of
members-‐at-‐large
to
be
selected
by
the
Chairman
with
due

consideration
of
experience
in
the
affairs
of
the
Chapter
and
with
approval
of
the
President;
and
(3)
the

current
President
who
shall
serve
as
an
ex
officio
member.
Chapter
Bylaws
may
specify
that
at-‐large

members
may
be
elected
rather
than
appointed.
No
member
of
the
Nominating
Committee
may
be

nominated
for
any
office
or
for
a
Directorship
while
serving
as
a
member
of
the
Nominating
Committee.

Section
2.
Nominations
by
Nominating
Committee.
The
Nominating
Committee
shall
nominate
annually

from
among
the
voting
members
of
the
Chapter
candidates
for
each
position
to
be
filled.
As
a
minimum,

the
offices
shall
consist
of
president,
vice
president,
and
secretary-‐treasurer.
Elective
offices
for
this

Chapter
are
specified
in
the
Bylaws.

Section
3.
Nominations
by
Chapter
Membership.
Any
member
may
recommend
candidates
to
the

Nominating
Committee.
The
name
of
any
eligible
member
may
be
proposed
by
a
petition
signed
by
two

percent
or
ten
(whichever
is
greater)
of
voting
Chapter
members
eligible
to
vote,
properly
submitted,

for
a
specific
position
other
than
for
President
and
Secretary-‐Treasurer.
The
Nominee
so
proposed
shall

be
added
to
the
slate
presented
by
the
Nominating
Committee.
Such
petition
shall
be
accompanied
by

needed
biographical
data
and
a
written
statement
of
the
proposed
candidate
indicating
his
ability
and

willingness
to
serve
if
elected.
Bylaws
shall
prescribed
a
time
schedule
that
will
permit
reasonable

opportunity
to
petition
between
the
announcement
of
nominations
and
the
elections.

ONE LOUDER - AMA Triangle CEA entry 2015-16

ONE LOUDER - AMA Triangle CEA entry 2015-16

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