Chapter Leader E-Newsletter February 2024
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February 2024 Chapter E-Newsletter

 

 

Dear Chapter Leaders,

David "DJ" JohnsonIt was such a pleasure to see so many of you in-person at the Chapter Leadership Conference on February 2-3, in Los Angeles. Close to a hundred chapter leaders from 21 chapters across California were in attendance. Thank you for your time and participation!

Congratulations to the Outstanding Chapter Leaders and Chapter Excellence awards recipients. Photos of the award recipients will be available in the next few weeks. Click here for more information.

If you did not have an opportunity to complete the survey yet, please do so here. 84% of the attendees that did complete the survey rated the relevancy of, and satisfaction with the conference at a 5 out of 5. Thank you!

February Highlights:  

  • CAMFT’s new address
  • Chapter Leadership Conference Survey, handouts, and award winners
  • The L&E Webinar Revenue Share proposal for chapters
  • Annual reports due date
  • Join a CAMFT Committee

Michele ChampionIf you have any questions, need more information, or have content suggestions, please reach out to the Chapter Relations Manager, Michele, at mchampion@camft.org.

 

 

 

 

 

  • For All Positions
  • Chapter Calendar
  • Presidents
  • Treasurers/CFOs/Bookkeepers
  • CEPA
  • Events/Education/
    Programming
  • Membership/
    Marketing/Sponsorships
  • Diversity, Equity,
    and Inclusion
  • Pre-Licensed/
    3000 Club
  • Technology/
    Website/
    Social Media
  • Archived
    Newsletters

For All Positions

CAMFT has moved: 

  • The new address is: 3298 Governor Dr. #22627, San Diego, CA 92192
  • Be sure to contact your insurance carriers/banks with the updated information as needed

Conference wrap-up: Chapter Leadership Conference (CLC), Feb 2-3, 2024

  • Conference attendees AND leaders who were unable to attend, feel free to view/download the following information:

The Award Winner Booklet

  • Review for best practices and for innovative ideas on how to manage your chapter

Session slides/handouts

  • The “Speed Sharing” and keynote session notes will be posted once processed

Survey

  •  In case you have not completed it yet we appreciate your input.

Tip: Are you looking for a way to build a social network of colleagues?

Chapter E-news Calendar

 

Chapter Leaders

Presidents (incl. –Elect, Vice-, and Past-)

Tip: Tactics for Effective Board Member Onboarding

  • View the Board Orientation Template discussed at the CLC here
  • Article

Invitation:  Interested in joining the Presidents Listserv?

  • If you completed the form at the CLC already – NO need to respond

  • Otherwise, email mchampion@camft.org with your request

  • For more information on how to manage the Chapter Listservs, click here

Deadline: Annual Reports are due by March 31, 2024

  • In order to remain in compliance, Chapters need to provide an annual report to CAMFT

  • Click here for more information on what is required
  • If you have any questions, feel free to reach out to mchampion@camft.org  

Treasurers/CFOs/Bookkeepers

Tip: How long do Chapters need to keep financial records?

  • Accounts receivable spreadsheets and bank statements - Permanently
  • Accounts payable spreadsheets and checks - Permanently
  • Annual financial statements and audits - Permanently
  • Tax returns - Permanently
  • Payroll records - Permanently
  • Organizational documents (charters, by laws, etc.) - Permanently
  • Membership records - 3 complete years
  • Supporting documentation (such as paid invoices & cash receipts) - 3 complete years
  • Insurance policies - 3 complete years

Invitation: Interested in joining the Finance Listserv?

  • If you completed the form at the CLC already – NO need to respond
  • Otherwise, email mchampion@camft.org with your request
  • For more information on how to manage the Chapter Listservs, click here

Deadline: Annual Reports are due by March 31, 2024

  • In order to remain in compliance, Chapters need to provide an annual report to CAMFT
  • Click here for the financial report requirements
  • If you have any questions, feel free to reach out to mchampion@camft.org

 

 

CEPA

CEPA

Reminder: Changes related to CEPA

Invitation: Interested in joining the CEPA Listserv?

  • If you completed the form at the CLC already – NO need to respond
  • Otherwise, email mchampion@camft.org with your request
  • For more information on how to manage the Chapter Listservs, click here

Events/Education/Programming

Recap: 2024 Chapter L&E Revenue Share program

  • CAMFT is offering chapters a 60% revenue-share option with the 2024 CAMFT L&E webinars
  • Chapters have to opt-in to receive the revenue share and comply with a few criteria
    • The Opt-in Agreement is available here  
  • Benefits:  
    • A new revenue model to support Chapters (increase income)  
    • Lighten volunteer workload   
    • Streamline chapter volunteer time and resources
    • Increase Chapter membership recruitment opportunities 
    • Provide more opportunities for CEs for CAMFT members 
  • Want to know more?
    • View the recording of the information sessions held in December 2023, as well as the PowerPoint slides and Q&A Handout available here
  • Have any additional questions?
  • A planning/”cheat” sheet will be available to chapters upon sign-up

2024 Presentations: Sign up your chapter, at no cost to your chapter

  • State of the Profession (SOP) presentations and webinar
    • Chapters may sign up for either an in-person presentation OR the webinar
    • Chapters may request in-person presentations throughout 2024
    • The 1 CE-webinar is scheduled for October 16 at 11:00 am – 12:30 pm (90 minutes)
    • Sign up here
  • Road to Licensure (RTL) Webinars
    • The RTL webinars are scheduled for April 12 & October 18, 2024
    • At 9:00 am – Noon (3 CEs)
    • Chapters may sign up for BOTH webinars
    • Sign up here
  • Law & Ethics in-person presentations
    • CAMFT will be offering a few in-person L&E presentations
    • Please review Chapter Requirements to confirm whether your chapter is eligible
    • Signup: First-come, first-served to eligible chapters
    • Sign up here

Invitation: Interested in joining the Events Listserv?

  • If you completed the form at the CLC already – NO need to respond
  • Otherwise, email mchampion@camft.org with your request
  • For more information on how to manage the Chapter Listservs, click here

Deadline: Annual Reports are due by March 31, 2024

  • In order to remain in compliance, Chapters need to provide an annual report to CAMFT
  • Click here for the events report requirements
  • If you have any questions, feel free to reach out to mchampion@camft.org

Membership/Marketing/Sponsorships

Tip: Satisfaction Surveys Can Improve Your Member Volunteer Experience

Quarterly: Add/Drop Membership Reports

  • The reports were emailed to chapters on Feb 7, 2024
  • If you have not received the reports, or need to be added to the recipient list, please contact mchampion@camft.org
  • The information contained in the reports are CONFIDENTIAL, but chapters have permission to use the information in their membership recruitment and retention effort
  • To verify whether your chapter member is a member of CAMFT, log in to www.camft.org / My Dashboard. On the left navigation bar, scroll all the way down to “Membership Directory

Invitation: Interested in joining the Events Listserv?

  • If you completed the form at the CLC already – NO need to respond
  • Otherwise, email mchampion@camft.org with your request
  • For more information on how to manage the Chapter Listservs, click here

BONUS:  Do you need another incentive to entice non-members to join your chapter?

  • Here is how: When you market the CAMFT L&E Webinars to the members and non-members in your catchment area (contact information provided in the Reports mentioned above), you can mention that as a chapter member, they will receive a $5 discount for every CAMFT L&E webinar they sign up for
  • In order for the discount to be deducted automatically, we will need the chapters to provide a member roster monthly to  mchampion@camft.org, so our database remains current

Deadline: Annual Reports are due by March 31, 2024

  • In order to remain in compliance, Chapters need to provide an annual report to CAMFT
  • Click here for the Membership roster report requirements
  • If you have any questions, please reach out to mchampion@camft.org

Diversity, Equity, and Inclusion

Tip: How to Get DEI Buy-In From Stakeholders

How to Get DEI Buy-In From Stakeholders | Associations Now

Invitation: Interested in joining the DEI Listserv?

  • If you completed the form at the CLC already – NO need to respond
  • Otherwise, email mchampion@camft.org with your request
  • For more information on how to manage the Chapter Listservs, click here

Deadline: Annual Reports are due by March 31, 2024

  • In order to remain in compliance, Chapters need to provide an annual report to CAMFT
  • Click here for the DEI report requirements
  • If you have any questions, feel free to reach out to mchampion@camft.org
Chapter Leaders

Pre-Licensed/3000 Club

Tip: Don’t miss signing up your Chapter for the 2024 Road to Licensure Webinars

  • The RTL webinars are scheduled for April 12 & October 18, 2024
  • At 9:00 am – Noon (3 CEs)
  • Chapters may sign up for BOTH webinars
  • Sign up here

Invitation: Interested in joining the Pre-Licensed Listserv?

  • If you completed the form at the CLC already – NO need to respond.
  • Otherwise, email mchampion@camft.org with your request.
  • For more information on how to manage the Chapter Listservs, click here.

 Deadline: Annual Reports are due by March 31, 2024

  • In order to remain in compliance, Chapters need to provide an annual report to CAMFT
  • Click here for the Pre-Licensed report requirements.
  • If you have any questions, feel free to reach out to mchampion@camft.org.
Chapter Leaders

Technology/Website/Social Media

Tip: What Associations Need to Know About Gmail and Yahoo Email Protections