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.
Overview
ISM- San Antonio, Inc.
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History of our Affiliate and Relationship to ISM
Financial
Membership
Professional Development
Education
Events
Survey
Website
History & Relationship
to ISM International
ISM- San Antonio, Inc.
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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
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
Revenue Sources
ISM- San Antonio, Inc.
• Membership dues
• Fundraisers
• Education
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Workshops
Seminars
Certification review courses
Professional Development Meetings
Financial Review
ISM- San Antonio, Inc.
•Expense Categories
• Professional Development Meetings
• Educational Events
• Scholarships
• Miscellaneous
•Reports
Financial Review
ISM- San Antonio, Inc.
•Profit & Loss
Statement
Financial Review
ISM- San Antonio, Inc.
•Balance Sheet
Membership
ISM- San Antonio, Inc.
•Who Can Join?
•Types of Membership
• Regular
• Direct
• Student/Faculty
• ISM Corporate
Membership
ISM- San Antonio, Inc.
Current Membership
Type
Count
Total Regular
189
Total Student
Total Volume Discount
Total Members
As of 9/16/11
2
20
211
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
Education
ISM- San Antonio, Inc.
•Scholarship Opportunities
•CPSM review
•Success Rates
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
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
Embassy Miniature Golf Course,
500 Embassy Oaks, SA, TX 78216
ISM- San Antonio, Inc.
Website
ISM- San Antonio, Inc.
Questions?