Regional and
International
Officer’s Meeting
December 7, 2011
1
Agenda
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Introduce new Vice President
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Dave Thorn
Administration Items / Paperwork / Expense
Reporting / Website
Meeting Metrics / MeasureIT
Discussion Items / Regional Updates
Planning for Next Year
2
Agenda
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Free Social Media Tools
Regional use of Social Media and Virtual
Meeting Tools
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Kansas City
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Ohio Valley
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Linkedin
Eventbrite
Private Virtual Meeting using Go to Meeting
CMG Netherlands
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New startup region based on Social Media Tools
3
International Regions
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Australia*
Austria & Eastern Europe
Brazil
Canada
China
Central Europe
Italy
Netherlands
South Africa*
UK
*
Region not Active
US Regions
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ARM Group
Greater Boston
Connecticut
Florida
Gulf Coast
Greater Atlanta
Kansas City
Midwest
MinneapolisSt Paul
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National Capital
Area*
Greater
New York
Northern
California
Northwest*
Ohio Valley
Philadelphia
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Phoenix*
Portland Area
Rocky Mountain
St Louis
Salt Lake City*
Southern
Southern
California
Southwest
* Region not active
Administration / Paperwork
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Annual Report goes to state of Illinois
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Financial forms go to the IRS
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Deadline corresponds with creation of region
April 15 – deadline to CMG
August 15 – deadline to IRS
Regional expenses must be filed by March 31 and
preferably sooner
6
Expense Reporting
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Policy
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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.
7
Expense Reporting
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Procedure for Travel Related Expenses
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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.
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Name and address of LGS Bookkeeping is included in
EXCEL workbook.
8
Expense Reporting
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Procedure (cont)
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E-Mail the EXCEL workbook to the following
people:
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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.
9
Expense Reporting
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Procedure (cont)
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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.
10
Expense Reporting
CMG Travel &
Expense Report
2009
Day
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Date
Name of Traveler Frank Bereznay
Today's Date 8/10/2009
Phone: (714) 630-3015
Dates of Trip:
8/4/2009
to
8/6/2009
Explanation: Onsite Expenses for NCAL Regional Meeting
Destination P le a sa nton Ca lif
Activity
4-Aug Lodging Expense
5-Aug Auto Rental
6-Aug Parking
City, State
Lodging
Pleasanton, Ca
Oakland, Ca
Ontario, Ca
$116.37
Totals
$116.37
Account Distribution
Account Number
113.832
Air/Train
Fare
Transportation
Taxi / Tolls /
Personal
Parking
Miles at .55
$34.00
$0.00
$34.00
Description
Regional Assistance Fund
0
Other
Local Tran/
Auto Rental
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Meals
Brkfst
Lunch
$26.00
$88.51
$0.00
$0.00
$0.00
$26.00
Totals
$0.00
$142.37
$88.51
$34.00
$0.00
$0.00
$0.00
$264.88
Amount
$264.88
Date:________
Check drawn
(accounting)
I certify that this trip was authorized prior to its initiation, that all the expenses were necessary to conduct
CMG business, that the expenses have not been reimbursed by my employer or any organization, and that the
expenses will not be reimbursed by others. All travel related expenditures are consistent with CMG's policies
on 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.
Dinner
$88.51
Approved by
TOTAL
Misc
(Explain
Below)
Date:________
Check NO.
$264.88
Send Check to:
Frank Bereznay
151 Fries Mill Road, Suite 104
Turnersville, NJ 55555
Expense Report Total
Less
CMG Paid Exp:
Advances
$264.88
Amt Due Submitter
$264.88
Explanations: $26 Internet Access Fee at Hotel
Signed: ________________________________________
Date:
Amt Due CMG
0
11
`
Expense Reporting
12
Expense Reporting
13
Expense Reporting
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Procedure for Non Travel Related Expenses
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A CMG Check Request can be used for these
types of expenses, such as:
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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.
14
Expense Reporting
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Complete check request by supplying the
following items:
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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.
15
Expense Reporting
CHECK REQUEST
Payable to:
Frank Bereznay
413 Eucalyptus Street
Brea California
92806
Reason:
Reimbursement for meeting room fee for
November 8, 2998 meeting
Invoice Date:
November 8,2008
Invoice Number:
45821
Invoice Amount:
$600.00
Account Distribution
Account Number
Amount
113.832
$600.00
TOTAL CHECK AMOUNT
$600.00
US $
For Bookkeeper Processing:
Expense Authorized - Board or Conference Com m ittee Chair
Date
Signature
Check Drawn - Accounting
Date
Check #
16
MeasureIT
18
Planning for Next Year
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Pick a meeting date and start working toward it
Tools
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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!
19
Social Media Tools
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Facebook
LinkedIn
Twitter
EventBrite
Regional Use of Social Media

Kansas City



Ohio Valley


LindedIn
Eventbrite
Private Virtual Meeting using Go to Meeting
Netherlands

New startup region using Social Media tools