accord 2013
DESCRIPTION
Accord 2013. November 28, 2012. Agenda. Purpose of Accord Materials Location New Items Collection Submission Deadlines Assistance. Purpose of Accord. Board Policy Maintains Liability and D&O Insurance If you’re not in Accord, you’re not covered! Communicates with IHQ Benchmarking - PowerPoint PPT PresentationTRANSCRIPT
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Accord 2013
November 28, 2012
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Agenda
• Purpose of Accord
• Materials– Location– New Items– Collection– Submission
• Deadlines
• Assistance
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Purpose of Accord
• Board Policy
• Maintains Liability and D&O Insurance– If you’re not in Accord, you’re not covered!
• Communicates with IHQ
• Benchmarking
• U.S. Chapters Maintain 501(c)(3) Status
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Materials – Location
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Materials – Location
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Materials – Location _____ 2013 Chapter Leadership Form (due date is DECEMBER 17, 2012)
_____ 2012 Chapter Activity Report
_____ 2012 Chapter Program Schedule (Including month, program, title, speaker)
_____ Warranty Statement
_____ Conformance to Bylaws
_____ Proof of active status of the chapter’s corporation
_____ 2013 Chapter Affiliation Agreement Review
_____ 2012 Financial Statement or Summary
_____ Branding Policy
_____ U.S. Chapters Only – IRS Form 990, 990-EZ or 990-N
_____ Canadian Chapters Only – Form T2 or T2 Short
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Materials – Location
• Online forms:– 2013Chapter Leadership Form (due: DECEMBER 17, 2012)– 2012 Chapter Activity Report – Warranty Statement – Conformance to Bylaws – 2013 Chapter Affiliation Agreement Review– Brand Protection
• Provided by the chapter:– 2012 Chapter Program Schedule (Including month, program, title, speaker)– Proof of active status of the chapter’s corporation – 2012 Financial Summary or Statement– US Chapters Only – IRS Form 990, 990-EZ or 990-N– Canadian Chapters Only – Form T2 or T2 Short
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Materials – Collection
• Complete the Chapter Leadership Form• Have the 2013 president sign:
– Warranty Statement – Conformance to Bylaws – 2012 Chapter Affiliation Agreement Review– Brand Protection– Canadian Chapters – Contract for Services
• Complete the online chapter activity report • Collect 2011 financial summary and program info
• Verify submission of 990 or T2 (through chapter or IHQ)
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Materials – Submission
• Send all materials together with a copy of the checklist
• Email to [email protected]
• Receive confirmation!
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Deadlines• Monday, December 17 – Chapter
Leadership Form due
• January 15 – All other materials due at IHQ
• All materials must be RECEIVED at IHQ by close of business on these days
• Required to receive the 2013 Ten Star Award (awarded in 2014)
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Help
• Accord Instructions
• Accord Checklist
• Taryn [email protected] or 800-666-3868 x452
• Margie [email protected] or 800-666-3863 x487
• Heba [email protected] or 800-666-3863 x486
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Questions?
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Thank you for all you do for AFP!