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ISM- San Antonio, Inc.
State of the Affiliate Presentation22 September 2011
Mission StatementTo enhance the professional development of our members,
to promote and develop the purchasing (supply chainmanagement) profession in our communities and to
support the economic growth of the communities we serve.
Overview
• History of our Affiliate and Relationship to ISM• Financial• Membership• Professional Development• Education• Events• Survey• Website
ISM- San Antonio, Inc.
History & Relationshipto ISM International
• 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
ISM- San Antonio, Inc.
Treasurer Responsibilities
• 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
ISM- San Antonio, Inc.
Revenue Sources
• Membership dues• Fundraisers• Education
• Workshops• Seminars• Certification review courses• Professional Development Meetings
ISM- San Antonio, Inc.
Financial Review
• Expense Categories• Professional Development Meetings• Educational Events• Scholarships• Miscellaneous
• Reports
ISM- San Antonio, Inc.
Financial Review
• Profit & Loss Statement
ISM- San Antonio, Inc.
Financial Review
• Balance SheetISM- San Antonio, Inc.
Membership
• Who Can Join?• Types of Membership
• Regular• Direct• Student/Faculty• ISM Corporate
ISM- San Antonio, Inc.
MembershipISM- San Antonio, Inc.
Current Membership Type Count
Total Regular 189 Total Student 2 Total Volume Discount 20 Total Members 211
As of 9/16/11
Professional Development
• Certifications & RequirementsA.P.P. – no longer available, 42 CEHs, 5 years, lifetimeC.P.M. – no longer available, 84 CEHs, 5 years, lifetimeCPSM – degree, 3 yrs. experience, 3 exams or bridge, 60 CEHs in 3 yearsCSM - 5 yrs. experience or AD w/3years, 3 exams or bridge, 60/3yearsCPSD – 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
ISM- San Antonio, Inc.
Education
• Scholarship Opportunities• CPSM review• Success Rates
ISM- San Antonio, Inc.
Events
• Director Responsibilities
• Fundraising• How are funds used• Who can apply • Types of events• Money Raised
• Upcoming event• Miniature golf tournament – October 19th
ISM- San Antonio, Inc.
ISM –San Antonio’s Annual Fall Fund RaiserIt’s a Miniature Golf Tournament!
Open to: ISM members, family, friends & suppliersWed, Oct 19, 6 – 9 p.m. $25 per person includes:
Dinner, 2 drink tickets, golf tourney & prizesHole Sponsorship $100 – Get your name out there!Contact: [email protected]
Sign up by: Oct 17thISM
Embassy Miniature Golf Course, 500 Embassy Oaks, SA, TX 78216
Website
ISM- San Antonio, Inc.
Questions?
ISM- San Antonio, Inc.
