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ISM- San Antonio, Inc.

ISM- San Antonio, Inc. State of the Affiliate Presentation 22 September 2011. Mission Statement To enhance the professional development of our members, t o promote and develop the purchasing (supply chain m anagement) profession in our communities and to

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ISM- San Antonio, Inc.

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  1. ISM- San Antonio, Inc. State of the Affiliate Presentation 22 September 2011 Mission Statement To enhance the professional development of our members, to promote and develop the purchasing (supply chain management) profession in our communities and to support the economic growth of the communities we serve.

  2. Overview • ISM- San Antonio, Inc. • History of our Affiliate and Relationship to ISM • Financial • Membership • Professional Development • Education • Events • Survey • Website

  3. History & Relationshipto ISM International • ISM- San Antonio, Inc. • ISM has over 150 Affiliates, over 40,000 mbrs • Founded in 1960, 2009 from NAPM to ISM • Not for profit, 501 (c) 6, Texas Corporation • By-laws & Policies/Procedures on website • Members access to ISM website/resources • Newsletters, Seminars, Conferences, Reports, CAPS Research, Certifications, • Southwest Forum

  4. Treasurer Responsibilities • ISM- San Antonio, Inc. • Have complete custody of the association funds and securities • Maintain a full and accurate account of all receipts and disbursements • Deposit all funds • Disburse funds in accordance with association bylaws and the direction of the Board

  5. Revenue Sources • ISM- San Antonio, Inc. • Membership dues • Fundraisers • Education • Workshops • Seminars • Certification review courses • Professional Development Meetings

  6. Financial Review • ISM- San Antonio, Inc. • Expense Categories • Professional Development Meetings • Educational Events • Scholarships • Miscellaneous • Reports

  7. Financial Review ISM- San Antonio, Inc. • Profit & Loss Statement

  8. Financial Review ISM- San Antonio, Inc. • Balance Sheet

  9. Membership • ISM- San Antonio, Inc. • Who Can Join? • Types of Membership • Regular • Direct • Student/Faculty • ISM Corporate

  10. Membership • ISM- San Antonio, Inc.

  11. Professional Development • ISM- San Antonio, Inc. • Certifications & Requirements A.P.P. – no longer available, 42 CEHs, 5 years, lifetime C.P.M. – no longer available, 84 CEHs, 5 years, lifetime CPSM – degree, 3 yrs. experience, 3 exams or bridge, 60 CEHs in 3 years CSM - 5 yrs. experience or AD w/3years, 3 exams or bridge, 60/3years CPSD – 5yrs. experience or degree w/3 years, 2 exams, 60/3 • CEH Sources • ISM International (Baltimore, May 6-9, 2012) • Southwest Forum (New Orleans, Nov 2-4, 2011) • Local Opportunities • Meetings, Seminars, Satellite, Board membership • College Courses, ISM exams, other

  12. Education • ISM- San Antonio, Inc. • Scholarship Opportunities • CPSM review • Success Rates

  13. Events • ISM- San Antonio, Inc. • Director Responsibilities • Fundraising • How are funds used • Who can apply • Types of events • Money Raised • Upcoming event • Miniature golf tournament – October 19th

  14. ISM –San Antonio’s Annual Fall Fund Raiser • It’s a Miniature Golf Tournament! • Open to: ISM members, family, friends & suppliers • Wed, Oct 19, 6 – 9 p.m. $25 per person includes: • Dinner, 2 drink tickets, golf tourney & prizes • Hole Sponsorship $100 – Get your name out there! • Contact:charlotte.youngquist@nustarenergy.com • Sign up by: Oct 17th ISM Embassy Miniature Golf Course, 500 Embassy Oaks, SA, TX 78216

  15. Website • ISM- San Antonio, Inc.

  16. Questions? • ISM- San Antonio, Inc.

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