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Regional and International

Officer’s Meeting

December 7, 2011

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Agenda Introduce new Vice President

Dave Thorn Administration Items / Paperwork / Expense

Reporting / Website Meeting Metrics / MeasureIT Discussion Items / Regional Updates Planning for Next Year

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Agenda Free Social Media Tools Regional use of Social Media and Virtual

Meeting Tools Kansas City

Linkedin Eventbrite

Ohio Valley Private Virtual Meeting using Go to Meeting

CMG Netherlands New startup region based on Social Media Tools

International Regions Australia* Austria & Eastern Europe Brazil Canada China Central Europe Italy Netherlands South Africa* UK

* Region not Active

* Region not active

US Regions

ARM Group Greater Boston Connecticut Florida

Gulf Coast Greater Atlanta Kansas City Midwest Minneapolis-

St Paul

National CapitalArea*

GreaterNew York

Northern California

Northwest* Ohio Valley Philadelphia

Phoenix* Portland Area Rocky Mountain St Louis Salt Lake City* Southern Southern

California Southwest

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Administration / Paperwork Annual Report goes to state of Illinois

Deadline corresponds with creation of region Financial forms go to the IRS

April 15 – deadline to CMG August 15 – deadline to IRS

Regional expenses must be filed by March 31 and preferably sooner

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Expense Reporting Policy

The regions collectively receive $14K to cover meeting expenses. Vice President authorizes funds to be disbursed.

Fiscal year runs from April 1 to March 31 of the next year.

Travel expense must be submitted using the CMG Travel & Expense Spreadsheet.

Non Travel expenses can be submitted using a Check request.

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Expense Reporting Procedure for Travel Related Expenses

Contact Vice President to get approval for expense reimbursement before you obligate your region.

Complete EXCEL spreadsheet to document and classify the expenses incurred.

Mail (snail mail) signed EXCEL spreadsheet and original receipts to corporate bookkeeper. Name and address of LGS Bookkeeping is included in

EXCEL workbook.

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Expense Reporting Procedure (cont)

E-Mail the EXCEL workbook to the following people: CMG VP (CMGVP@CMG.org) Corporate Bookkeeper (LGStermer@aol.com) CMG Treasurer (Treasurer@CMG.org)

The Vice President will approve the E-Mail request

The corporate bookkeeper will process the transaction once the original paper work is received.

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Expense Reporting Procedure (cont)

If you are reimbursing an invited speaker for his / her travel related expenses, have the speaker complete the spreadsheet and E-Mail it to you for your approval Then forward to the E-Mail to the three individuals listed on the previous foil.

The original receipts and a hardcopy of the spreadsheet still need to be mailed to Corporate bookkeeper The speaker or the regional chair can take care of this.

Expense Reporting

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CMG Travel & Name of Traveler Frank Bereznay Today's Date 8/10/2009 Dates of Trip: 8/4/2009 to 8/6/2009

Expense Report Phone: (714) 630-3015 Explanation: Onsite Expenses for NCAL Regional Meeting2009 Destination Pleasanton Calif

Transportation Other Meals MiscAir/Train Taxi / Tolls / Personal Local Tran/ (Explain

Day Date Activity City, State Lodging Fare Parking Miles at .55 Auto Rental Brkfst Lunch Dinner Below) TotalsSun $0.00 $0.00Mon 4-Aug Lodging Expense Pleasanton, Ca $116.37 $0.00 $26.00 $142.37Tue 5-Aug Auto Rental Oakland, Ca $0.00 $88.51 $88.51Wed 6-Aug Parking Ontario, Ca $34.00 $0.00 $34.00Thu $0.00 $0.00Fri $0.00 $0.00Sat $0.00 $0.00

Totals $116.37 $0.00 $34.00 0 $0.00 $88.51 $0.00 $0.00 $0.00 $26.00 $264.88

Account DistributionAccount Number Description Amount

113.832 Regional Assistance Fund $264.88 Approved by Date:________ Check drawn Date:________ (accounting) Check NO.

TOTAL $264.88 Send Check to: Expense Report Total $264.88

I certify that this trip was authorized prior to its initiation, that all the expenses were necessary to conduct Frank Bereznay LessCMG business, that the expenses have not been reimbursed by my employer or any organization, and that the 151 Fries Mill Road, Suite 104 CMG Paid Exp:expenses will not be reimbursed by others. All travel related expenditures are consistent with CMG's policies Turnersville, NJ 55555 Advanceson travel reimbursement. I have attached original receipts (unless otherwise explained below) for air/train travel, auto rental, taxi, parking, lodging, and any other expenses in excess of $25.00. Amt Due Submitter $264.88

Explanations: $26 Internet Access Fee at Hotel

Signed: ________________________________________ Date: Amt Due CMG 0

`

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Expense Reporting

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Expense Reporting

Expense Reporting Procedure for Non Travel Related Expenses

A CMG Check Request can be used for these types of expenses, such as: Meeting Room Fees Gifts for attendees Equipment rental / purchase

The same process flow is used for both types of expense documents and original receipts are still needed.

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Expense Reporting Complete check request by supplying the

following items: Name and address of person to be reimbursed Description of expense along with invoice # and

date Dollar amount of expense Note – Do not change the accounting information,

regional reimbursement is account # 113.832.

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Expense Reporting

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CHECK REQUEST

Payable to:

92806

Reason:

Invoice Date:Invoice Number:Invoice Amount:

Acc ount Number

113.832

TOTAL CHECK AMOUNT US $ $600.00

For Bookkeeper Processing:

Expense Authorized - Board or Conference Committee Chair Date

Signature

Check Drawn - Accounting Date Check #

Frank Bereznay

413 Eucalyptus Street

Reimbursement for meeting room fee for November 8, 2998 meeting

November 8,2008

Brea California

45821

$600.00

Account DistributionAmount

$600.00

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MeasureIT

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Planning for Next Year Pick a meeting date and start working toward it Tools

Speakers/Sponsors Treasure Hunt Talk to vendors and presenters while you’re here at the

conference Get business cards Identify other regions you can work with

Contact CMG attendees who are in your area but not currently members CMG 2010 attendee list will be sent to you early January MeasureIT list will be sent February

Calendar entries MeasureIT is our friend!

Social Media Tools Facebook LinkedIn Twitter EventBrite

Regional Use of Social Media Kansas City

LindedIn Eventbrite

Ohio Valley Private Virtual Meeting using Go to Meeting

Netherlands New startup region using Social Media tools