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Advisor Information Session
2009 Tau Beta Pi National Convention
Presented by:Advisor Recruitment & Development Committee
TBP WEBSITE
Midge Hill
TBP Websites National Website Advisor Website On-line reporting Headquarters contact information
TBP Website: http://www.tbp.org
Advisor Website
Advisor Website cont’d
Reporting: On-Line
Username/password Email: [email protected]
Name Chapter
Reports Membership Other Member Lookup
look up any Tau Bate Utilities
Chapter Statistics: Number members Member Statistics: Membership information
Online Reporting: Sign-in page
Membership
Within first 5 weeks
At least 2 weeks before initiationKeys require 3-4 weeks
Due 2 weeks after initiation
Membership: Eligibility
submit report
Excel Spreadsheet
Other Reports
Other reports
Communication with National Office
[email protected] – General National Office contact
[email protected] - Handles chapter related issues
1-800-TAU-BETA Normal hours are 8am-4pm Eastern Standard
Time Extended hours on Thurs/Fri noon-8pm EST
during initiation “season”
TBP COMMUNICATION TOOLS
Dylan Lane
TBPCONNECT 7,700 registered Tau Bates
4,000 new registrants this year
350 participants a month
10 content creators a month
A group exists for each chapter. We need help getting chapters to take ‘charge’ of groups and use them as communication
tool.
Using TBPCONNECT inCircle is similar to other social network
sites. You can report glitches/bugs and you can
direct support issues to me as well. inCircle only makes ‘large scale’ changes and
many requests will not be processed but worth submitting.
Can we increase activity?
Other Communication Tools Linked-In - targets ‘professional’ members,
verification of membership, good discussions, and frequent job opportunities.
AlumNet - mentoring program Tau Beta Pi website;
Average of approx. 30,000 hits/week
Chapter website, Officials website, and main web site
nuResume - Alerts and contests for internships
Benefits Old/New Hobsons GradView Widget - free resource to
search for graduate schools. Women for Hire - free online membership Kaplan - Discount on test materials Long Term Financial Care Partners - long-term
care education and insurance carriers. GIECO - additional discount for members in
most states.
Miscellaneous Chapter Image materials free from HQ:
Posters, brochures, and more
Updated chapter website to come
MindSET
AWARDS
Sally Steadman
Awards Secretary’s Commendation
$100/$200/$300 Can ask Dean to match this. Request can come from
HQ. Project Awards
$500 -- 3 consecutive years National Awards: Outstanding Chapter & Most
Improved HQ screening / Sec-Treas & Asst. Sec-Treas (Most Improved) 3 year history
Award Criteria Reports: accuracy, completeness, promptness
17 Graded Reports Constitutional Ratification Ballot (if needed)
Projects: extent, quality Chapter Survey Financial Status
Award Criteria: Chapter Projects
Extensive activity in five diverse areas Community / Liberal Culture University / College Profession / Engineering Chapter / Social Education / Professional Development
Number of projects Significant , Appropriate, Separate
Does not include “required” projects (meetings) Parts of larger projects are combined Total points / Number of projects : Project average
Evaluation Project Points
Awarded for quality, time & effort, success Hosting Convention
Normalized for size of chapter Total points / Number of eligible students
Chapter Survey Book Table of Contents Report Template – Download Photographs / project documentation Presentation – Awards Committee Can include chapter documentation: minutes
(not included in evaluation)
Paper-Only Reports
Most often missing, along with Officer Fall Address
Not updated: Advisors / terms
Forms are downloadable Officer Signatures Voting Delegate Expense ($0.00) Convention Credentials – 2 part Ratification Ballot – if necessary
Report Status Page
Request extension
CHAPTER FINANCES
Bob Efimba
DISCUSSION OUTLINE Chapter’s Financial Needs Sources of Funding Good Accounting Practices Chapter Financial Management Timely Reporting & Audit Travel Expenses for Advisors
Chapter’s Financial Needs Need to develop a Budget to include Basic Expenses such
as: Dues to be paid to TBP/HQ for each new initiate. Cost of Initiation Activities Cost of Initiation Banquet Cost of refreshments at Chapter meetings Cost of transportation (to be reimbursed by DD) for
Chapter Delegation to attend TBP Regional Conference
Expenses for Voting Delegate to travel to the Annual Convention (to be reimbursed by TBP)
Chapter’s Financial Needs cont’d The Budget should also include additional optional
Expenses such as: Cost of Certificates and Awards made by the
Chapter Expenses for an Alternate Delegate to travel to
the Annual Convention, with TBP reimbursing only part (20%) of the airfare.
Cost executing community projects.
Sources of Funding The Chapter should tap these usual sources of funding:
One-time Initiation fees by new initiates Annual Chapter dues (if any) paid by each active
Chapter member Reimbursement from the DD for the Chapter’s
Delegation to travel to the Regional Conference Reimbursement in full from TBP HQ for the Voting
Delegate’s travel expenses to the Annual Convention. The 20 % partial reimbursement for the airfare of the
Alternate delegate’s travel to the Convention
Sources of Funding cont’d The Chapter should also aggressively pursue some
usually overlooked sources: Allotments for each bona fide registered student
activity available from the College of Engineering and from the University-wide Student Council
Donations from each Engineering Dept in the College
Fundraising activities such as sale of study guides and review sessions for the FE (available at a discount from NCEES).
Sources of Funding cont’d The Chapter should also work hard to earn
these “freebie” awards from TBP: Sec-Treasurer’s Commendation Outstanding Projects Greater Interest in Government (GIG)
Other sources can be tapped with the help of the Director of Development – Individual Alumni and Engineering Companies
Sources of Funding concluded The Chapter should also encourage its members to
apply for these sources of individual funding from TBP: Scholarship for Juniors to use in their senior
year Fellowship for seniors to use in Graduate
School The Laureate Program Student Loans from TBP (6% per annum)
Good Accounting Practices A typical Chapter would have three accounts
with: TBP HQ The University Comptroller A local Bank
The key Financial Personnel of Some Chapters are: The Treasurer
Receives, keeps, and disburses Chapter Funds The President
Oversees financial operations, authorizes expenditures, and is co-signer of Chapter checks
A Chapter Advisor Provides advice Serves as a resource on Chapter financial operations Chairs the Audit Committee
Chapter Financial Management
The following financial Reports should be prepared and filed:
Bank signatures form IRS form 990N Chapter annual financial report to TBP/HQ Financial report at meetings of the Membership
and Advisory Board, stating expenses, receipts, and balances in all three accounts
Annual Chapter Audit
Timely Reporting & Audit
Travel Expenses for Advisors Every effort should be made NOT to burden a
Chapter with any expenses incurred by Advisors. Some Districts cover the full expense for room and
board and travel for each Advisor who attends a Regional Conference.
TBP/HQ provides room and board for each Advisor at the Annual Convention, and pays for travel for only a few (usually new) Advisors who are selected by their DD.
Travel Expenses for Advisors Some other possible sources of funding for Advisor travel to the Annual Convention:
Travel allocation from a research or training grant, where allowed Departmental or Engineering College discretionary travel funds
In the future, we hope to be able to convince Engineering Companies within a three to five hundred mile
radius of a Convention site to each sponsor and pay for all the expenses of one Chapter Advisor to attend the Convention.
This way, we could perhaps increase Advisor attendance at the Conventions by some 50 to 100 %.
LEADERSHIP OF LAST RESORT
Yu-Han Chen
It is a microcosm of what students will face after graduation. Provides a “safe” place to develop leadership
skills. Advisors play a part in this “safety net”.
Help student officers recognize, manage, and mitigate risks associated with trying new things.
Chapter is a learning experience
Everything in Balance Be aware of how the chapter is being run by
the students. Sit in on officer meetings. Mandatory once-per-semester advisory board
meeting is not enough.
Different Chapter/Advisor Types Role of an advisor varies with chapter type
and advisor type. Track A Chapters Track B Chapters Track C Chapters Academic (on-campus) Advisor Industry (off-campus) Advisor
Track A Chapter Struggling to initiate new members and elect new
officers. Officer continuity is a problem. Trouble attracting new members.
Track B Chapter Initiation of new members and election of officers is
going smoothly. Much of the work is being done by a few officers. Puts on one or two events.
Track C Chapter Initiation of new members going smoothly. Officer continuity is self sustaining. Has a set of “traditional” events and is developing
new events/programs.
BREAK INTO GROUPS
What do you see as your role as an Advisor?
Risk Management Example: Career Fair
Name some of the risks involved.
How does the chapter reduce or eliminate these risks?
Summary Be familiar with how your chapter is run. Encourage the officers in their leadership roles.
Explore new ideas and take on new responsibilities. Develop these new ideas to their end product.
Support the officers by providing contacts on-campus and in industry.
Help manage and mitigate the risks to prevent serious damage to the chapter.
As a last resort, step in and help them resolve problems.