Information for PLUS Chapter Chairs

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2. PLUS is the #1 resource for information, education and
business networking for Professional Liability specialists.
As Chapter Chair, you will have a tremendous impact on
the professional liability industry in your region.
Your leadership is VITAL to the success of your
chapter...and to the future of PLUS!
For many, the position of Chapter Chair has been a
stepping stone toward greater leadership roles at the
International level of PLUS. So if you enjoy your role as
Chapter Chair, consider other ways to get involved in
PLUS!
THANK YOU FOR LEADING YOUR CHAPTER

3. WHAT DO YOU WANT TO KNOW?
NOTE: Click on the LINKS above for more information about a topic

4. CHAPTER CHAIRS RESPONSIBILITIES...
 Communicate regularly with
PLUS
 Preside at chapter committee
meetings
 Lead your committee in planning
& problem solving
 Participate in PLUS Chapter
Development trainings and
conference calls
 Further the PLUS mission

5. GET STARTED!
Schedule a committee meeting to plan the
year.
Set a tentative schedule of events by the 1st of
the year, if you haven’t already done so.
Contact PLUS with your schedule (we’ll help you from
there).

6. LEADERSHIP
Select good people with a proven record of
effective service.
Expect everyone on your committee to get
involved.
Delegate tasks!

7. COMMUNICATION IS KEY
 Hold regular meetings with your committee.
 Communicate regularly with Chapter
Director, Glenda Swan at PLUS.
 Ask for help if you are having trouble with
your committee, planning an event, finding
presenters, soliciting sponsorship, or just
finding time to get everything done.

8. GOALS FOR CHAPTERS...
 Enhance the professionalism of PLUS members
through quality education events and other
activities
 Involve PLUS members locally
 Inform non-members about PLUS and encourage
them to become members.
Chapters are Expected to hold
at least 2 events each year…

9. ANNUAL SPONSORSHIP
$ Chapters typically utilize Annual Sponsorship
as their primary revenue source.
₤ Sponsorship is solicited once a year
€ Enough sponsorship is collected to support the
chapter for the entire year.
Ұ Companies are recognized as sponsors at all
chapter events throughout the year.

10.  Sponsorship levels should be high enough to
support year-long activities: Typically $750 -
$2500
 Chapters should plan a minimum of 3 events.
 Companies are approached early. (between November-
January).
 Funds are allocated at the beginning of the
year; unused funds go back to PLUS at the end
of the year.
 Chapters must uphold the commitments
outlined in the Sponsorship Form.
CLICK HERE TO
DOWNLOAD SPONSOR
FORM
MORE ON ANNUAL SPONSORSHIP...

11. GOVERNANCE FUNDS
$$$ Each chapter receives $1,500 to offset
costs related to governing the chapter:
Contact PLUS if you have questions about
whether something may be paid with governance
funds.
 food and beverages at meetings
 travel expenses for Chairs to attend a chapter
event
 conference calls
 recognition dinner for committee members

12. PLANNING AN EVENT
Click Logo above for more
information about this topic

13. PLANNING AN EVENT
PLUS’s Role:
Negotiate venue, sign contracts, provide
payments
Coordinate Logistics: space, food & beverage, AV
Prepare or approve the budget
Process & File CE/CLE before & after event
Create & distribute promotional materials
Process Registrations & Sponsorship
Provide all information & supplies needed for the
event
Provide signage
Send evaluations & feedback from attendees

14. EXAMPLES OF EVENTS:
 Keynote & breakout sessions
 Round Table Discussions
 Networking:
 Cocktail Reception
 Drop-in Happy Hour
 Sports & Activities– Go to a game
or show
 Start a PLUS Team
 Volunteer:
 Fund Raising
 Collect items for a food shelf,
Toys for Tots, etc.
 Work at a community charity
event
Click on the Foundation
Logo above for PLUS
Foundation Chapter Charity
information.

16. PLUS
CHAPTER
LIAISONS
CHAPTER
DEVELOPME
NT
COMMITTEE
RESOURCES FOR YOU
Click on each circle
to learn more

17. Glenda Swan
Director of
Chapters
(952)746-2580
gswan@plusweb.or
g
Glenda is your primary
contact at PLUS. She
will work with you as you
plan events and will
assist you if you have
questions or concerns
about leading your
Chapter.
Cathy Haukom
Continuing Education
Laura Palmer-Turnacliff
Meetings & Events Coord.
Marissa Duffy
Member Services
• Files for CE & CLE
credit
with the states
• Rosters attendance for
CE
• Sends course
completion
certificates to
participants
• Helps plan select
chapter events
• Coordinates webinars
• Answers member
questions about events
• Sends confirmations &
evaluations
• Manages speaker
database
Other PLUS
Staff Who
Support Chapter
Events
Sue Sheldon
Member Services
• Processes
registrations
and sponsor
payments
• Prepares and ships
the
registration box

18. The Operations
Manual outlines
policies and
procedures for
Chapters. Everything
from governance to
event planning is
covered.
Click on this graphic to download
the Operations Manual.

19. BOARD LIAISONS
The PLUS President appoints experienced chapter
leaders and at least one Trustee to serve as a liaison
between the chapters, the PLUS Board and the staff.
Sue Chmieleski
Board Trustee
Sarah Goldstein
Past So. California
Chapter Chair
Bob Chadwick
Past Texas Chapter
Chair

20. CHAPTER DEVELOPMENT COMMITTEE
The Chairs from the other
13 Chapters are available
to support and assist you.
CLICK HERE for the contact
information of the 2013 Chairs.
•Conference Calls or Face-to-Face meetings are held
quarterly with all Chapter Chairs.
•A LinkedIn group has been set up to offer a forum for
Chairs to share ideas, challenges and successes with
each other. To join the PLUS Chapter Chairs group visit
LinkedIn.

21. SAMPLE CHAPTER EVENT BUDGET
PROJECTED FINAL BUDGET
REVENUE Number Amount Total Number Total
Members 25 $ 35.00 $ 875.00 35 $ 1,225.00
Non-Members 25 $ 45.00 $ 1,125.00 18 $ 810.00
Speakers/VIP 50 $ - $ - 21 $ -
Total Participation Fees 100 $ 2,000.00 74 $ 2,035.00
Sponsor Income Number Amount Total
Platinum $ 1,000.00 $ - $ -
Gold $ 500.00 $ - 1 $ 500.00
Silver $ 250.00 $ - $ -
Annual Sponsorship $ - $ 10,560.00 $ 6,370.00
Total Sponsors - $ 10,560.00 1 $ 6,870.00
TOTAL REVENUE $12,560.00 $ 8,905.00
EXPENSES
Type
Number Amount Total Number Total
Printing - $ 0.75 $ -
Mailing - $ 0.44 $ -
$ -
Photographer $ - $ 200.00
Minimum Guaranty
Facility/Site 100 $ - $ 600.00
Attendant Fees $ 150.00
Food ($76pp) 100 $ 40.00 $ 4,000.00 60 $ 2,905.00
Beverages (hosted bar 1-1/2 hrs) 100 $ 16.00 $ 1,600.00 60 $ 614.50
Service Charge 24.00% $ - $ 844.68
Sales Tax 7.75% $ 46.50 $ 349.93
AV 0 $ - $ 1,200.00 $ 1,736.95
Parking 75 $ 12.00 $ 900.00 $ -
Signage 1 $ 130.00 $ 130.00 $ 354.83
CE/CLE Filing 1 $ 150.00 $ 150.00 $ 107.00
PLUS Offset $ 800.00 $ 800.00
Shipping 1 $ 100.00 $ 100.00 $ 78.29
TOTAL EXPENSES $ 9,526.50 $ 8,141.18
PROJECTED ACTUAL
NET BALANCE $3,033.50 $763.82
(For the purpose of determining fees) PER PERSON COST ($10.34) $110.02
Total Venue
$ 6,601.06
CLICK HERE TO
DOWNLOAD
BUDGET TEMPLATE