MISSION: ISAE exists to support and strengthen association professionals' success


It's time to start planning for ISAE's Annual Convention on July 24th and 25th at French Lick Resort & Casino. ISAE has a special $99 room rate for this event. We encourage you to reserve your rooms now, as the deadline for this rate is June 26th. For more information on the property or to reserve your room, please click on the following link: French Lick Resort & Casino Web site and place ISAE in the group code field. You may also reserve your room by calling 1-888-694-4332.

This year's outstanding Committee is lead by Co-Chairs: Kelly Miller of Indiana Association of Mortgage Brokers and Pam Burks of Pam Speaks! With Kelly's involvement as co-chair last year and Pam's expertise as a speaking professional, this year's event is sure to be a major success. Look for a great professional development schedule with lots of opportunities for networking; CAE credits; a golf outing at the newly restored Donald Ross Course at French Lick, headed up by Craig Melancon, CAE of Phi Kappa Theta National Fraternity; spa opportunities; and that great $99 per night room rate!

Speaking of the Committee, they are hard at work building the professional development schedule. They have asked for your input. Please click here to complete a brief survey no later than April 13th. Your input is critical to the success of the program.

Registration for convention begins soon, so mark your calendars NOW! If you are interested in helping our Convention Committee plan this great event, please email us at info@isae.org. Watch for more information as it becomes available and we look forward to seeing you there!
  


Want to see your ad here? 
Just contact the ISAE office for details and very reasonable rates

  


At a recent meeting, Curtis Rostad, Indiana Funeral Directors Association, lamented that he was looking for financial or tax related speakers for his regional meetings next fall. Gary Bolinger, CAE, Indiana CPA Society, looked with amazement as one of his staff members' goals this year is to have more Indiana CPA Society members speak to groups throughout the state. Needless to say, both are working to meet their organizations' needs.

That is using the power of your membership in ISAE! Next time you have a problem, issue or question use your membership with ISAE to find solutions.

ISAE will begin highlighting ways you can use the power of ISAE in each edition of Synergy. Not only will this help you get-to-know your colleagues, it will also provide powerful resources available through ISAE. Let us know how you use the power of ISAE.

 

ISAE is excited to announce a special incentive on our horizon. If you refer a new member and they join ISAE, your name will be entered for a chance to win a BIG PRIZE. To take advantage of this awesome incentive, be sure to have the member you referred write your name in the space provided on the application. One winner will be drawn at our convention July 24th-25th and one at Star Awards December 6th. Be looking for more information on the prize in the next issue of Synergy.
   


  

Having problems guiding your Board of Directors? Want to learn more about techniques that work in Board training? Then our April CAE/CEO Breakfast is the right event for you! This event is perfect for chief staff officers including executive directors, CEOs and presidents.

Join ISAE on April 18th at National Association of Mutual Insurance Companies (NAMIC) 3601 Vincennes Road, Indianapolis, for a round table discussion on board training that works! Most of us do some form of Board training annually. While some of us are just looking to improve, others are ready for a new approach. Come talk with your colleagues about how to revitalize your Board training and use this training to keep your Board focused.

Click here for the full program or click here to register.

Click here for directions to NAMIC
You will receive 1.5 CAE credit hours for this event in the Governance & Structure Domain.

(Registration for this program is limited to those serving in at the chief staff officers (CEOs) level and those that have earned their Certificated Association Executive (CAE) designation.)
  

  

  

You need to attend this hands-on session if you:

  • Need to find new, cost-effective ways to communicate with your members.

  • Need to attract younger members or provide value to busy current members.

  • Think you couldn't take advantage of new technology because it is too complicated or too expensive.

ISAE's Affinity Partner TelSpan Worldwide Conferencing will provide participants with expert solutions to these questions and more during this session.

This unique learning opportunity will be held at the Indiana Funeral Directors Association conference facility.

Click here for full program details or click here to register.
  


  

ISAE associate member Tamara Winfrey Harris from the Eiteljorg Museum has extended an invitation to ISAE members to attend their Open House on Tuesday, April 10th from 10 a.m. - 8 p.m. This event caters especially to corporate and association event planners and will provide you with the opportunity to tour the museum's event spaces; sample cuisines from their exclusive caterer, Kahn's Katering; and learn how they can help you with your next meeting, holiday party or other event. To view the invitation and for more information, please click here: Eiteljorg Open House Invitation.

If you are unable to attend, or to obtain more information on the museum and meeting space, please visit their website at http://www.eiteljorg.org/.

 



Cindy Baxter
Director of Marketing & Public Relations for MERA
Raybourn Group International
7150 Winton Drive #300
Indianapolis, IN 46268
(800) 949-6372
Fax: (317) 280-8527
cbaxter@merausa.org

Ashley Higgins
Director of Meetings & Events
Indiana State Bar Association
One Indiana Square #530
Indianapolis, IN 46204
(317) 639-5465
Fax: (317) 266-2588
ahiggins@inbar.org
Referred by Tom Pyrz

Richard (Ric) Morgan
Executive Director
American Congress of Rehabilitation Medicine
6801 Lake Plaza Drive #B-205
Indianapolis, IN 46220
(317) 915-2250
Fax: (317) 915-2245
rmorgan@acrm.org

Richard D. Purcell
Membership Director
Indianapolis Scottish Rite
650 N. Meridian St.
Indianapolis, IN 46204
(317) 262-3122
Fax: (317) 262-3124
rpurcell@aasr-indy.org
Referred by Tim Murphy

Jeffrey K. Saunders
Executive Director
Indianapolis Scottish Rite
650 N. Meridian St.
Indianapolis, IN 46204
(317) 262-3100
Fax: (317) 262-3124
jsaunders@aasr-indy.org
Referred by Tim Murphy

Want to help a colleague learn about the benefits of membership by joining ISAE?

Click on the link below for a membership application http://www.isae.org/ISAE_Membership_App.pdf


  • Second Helpings Executive Director Gina Brooks is stepping down from her position to refocus her energies after a decade with the organization. We wish her luck in her future endeavors.

  • The Indiana Chamber of Commerce has announced 50 companies that are designated "Best Places to Work in Indiana". Congratulations to our ISAE members who made the list: Baker & Daniels, LLP; Katz, Sapper & Miller; and Lake County Convention and Visitors Bureau. For a full list and criteria, please click on the following link: Inside Indiana Business Article. Congratulations to our members!

  • In the March/April 2007 edition of Meetings MidAmerica, Robert P. Farmer wrote an article entitled "Indiana Indeed: The Hoosier State is a 'Winning' Destination for Midwestern Meetings" , highlighting not only Indianapolis, but a number of regions throughout our state, including a quote from Indianapolis Convention and Visitor Association Vice President of Sales Doug Bennett. We are proud of our state and our associate members mentioned in this article. To read the article, click the following link: Meetings MidAmerica Article.


Has your organization done something notable to recruit new members? Do you have an employee or know an ISAE member who exemplifies outstanding professionalism and attitude? Are you planning miraculous events on a shoestring budget? Then we want to hear about it!

Community/Philanthropic Program winner Courtney Young says:

"Every year, ACCA-Central Indiana Chapter identifies a community partner to assist in finding qualified homeowners in the City of Indianapolis who are on fixed incomes and who could not otherwise afford to have their heating systems cleaned or checked. Last year, I submitted our program for a Star Award in the category 'Community/Philanthropic Program' and it won! It means a lot to both me and our association that our peers chose our program as one of the best in Indiana"

We are excited to have Courtney Young from ACCA-Central Indiana Chapter and Karen Lowry of Sheraton Hotel & Suites at Keystone on board as our 2007 co-chairs for this year's event, which takes place on December 6, 2007. This may seem like a long time away, but entries need to be submitted to ISAE in September. Be sure to look for a "call for entries" in your mail soon.

We hope to make this year's event the best Star Awards ever!

 

  

The Internal Revenue Service posted information on its Web site January 23 on changes to the instructions for filing 2006 Form 990 and Form 990-EZ. Some important changes include:

  • A supporting organization must now generally file Form 990 (or Form 990-EZ, if applicable), even if its gross receipts are normally less than $25,000.

  • The definition of related organization (used for purposes of completing Form 990 line 75c) is clarified by listing eight specific relationships.

  • The definition of related organization excludes certain bank or financial institution trustees and certain common independent contractors.

The last two bullets refer to new questions on the 990 in Part V-A, 75b and 75c. These questions relate to relationships among your board or key employees. These questions have been deemed too broad by the American Society of Association Executives and the American Institute of Certified Public Accountants. However, filers must answer them.

IMPORTANT NOTE: It is important for associations and non-profits to review these questions prior to filing and consult with your tax preparer now. ISAE's Board of Directors reviewed how it will answer these questions at our recent meeting. Your board may need to have the same discussion so don't delay in consulting with your tax preparer.

For more information, click on the following link: IRS 990 Instructions.

 

ISAE is pleased to once again have Tom Popcheff, CAE help facilitate study sessions for the CAE exam. Please mark your calendar for the remaining May exam study session dates listed below.

Dates: Tuesday, April 10th; Tuesday, April 24th
Time: 4:00-6:00 pm
Location: Sigma Theta Tau International, 550 W. North St., Indianapolis
(on the IUPUI Campus) Click Here for Map

With the legislative session in full swing and many association professionals planning their annual conference, the May 4th exam might not be the best timing. If you are unable to take the exam in May, the early deadline for applications for the December 7th, 2007 exam is September 7th. It's never too early to start planning! Make the CAE Exam your goal for 2007!

E-mail Laura Frank at the ISAE office if you are planning to sit for either exam, sign-up for the study course or wish to purchase a study guide.

For more information on the CAE exam, visit the following link to ASAE's Web site: CAE Exam Information

 

In order to continue the much requested discussion on Indiana Non-Profit Law started at last summer's seminar, each month Synergy will address a question from members pertaining to the current Indiana law. As always, we encourage you to ask your corporate attorney for clarification.

This month 's question has to do with Board vacancies.

Q: Our organization recently had a board member resign. Our bylaws are not clear on who can fill their vacancy or the process. What can we do?
A: The Indiana Non-Profit Law states the following:

IC 23-17-12-14
Filling vacancies

Sec. 14. (a) Unless the articles of incorporation or bylaws provide otherwise and except as provided in subsections (b) and (c), if a vacancy occurs on a board of directors, including a vacancy resulting from an increase in the number of directors, one (1) of the following may occur:
(1) The members entitled to vote for directors, if any, may fill the vacancy. If the vacant office was held by a director elected by a class, chapter, other organizational unit, or by region or other geographic grouping, only members of the class, chapter, unit, or grouping are entitled to vote to fill the vacancy if it is filled by the members.
(2) The board of directors may fill the vacancy.
(3) If the directors remaining in office constitute fewer than a quorum of the board of directors, the remaining directors may fill the vacancy by the affirmative vote of a majority of the directors remaining in office.
(b) Unless articles of incorporation or bylaws provide otherwise, if a vacant office was held by an appointed director, only the person who appointed the director may fill the vacancy.
(c) If a vacant office was held by a designated director, the vacancy must be filled as provided in articles of incorporation or bylaws. In the absence of an applicable article of incorporation or bylaw, the vacancy may not be filled by the board of directors.
(d) A vacancy that will occur at a specific later date because of a resignation effective at a later date under section 7(b) of this chapter or otherwise may be filled before the vacancy occurs. However, the new director may not take office until the vacancy occurs.
As added by P.L.179-1991, SEC.1.

To view Indiana Law related to Non-Profit Corporations, click http://www.in.gov/legislative/ic/code/title23/ar17/

E-mail ISAE staff if you have a question for next month's issue.

ISAE is working to explore possible amendments to the Indiana Non-Profit Act that could benefit Indiana associations and their members. If you are interested in joining this effort, please email us at info@isae.org.

 

ISAE's first 5:05 Club of the year was a hit, with 30 ISAE members in attendance for an early St. Patrick's Day celebration at Andrus O'Reilly's downtown. Many members were there for a chance to socialize with their colleagues in an informal setting outside of work. Thanks to our 5:05 Club co-chairs Tim Murphy, CAE and Jillian Dampier for organizing this meeting. Look for information on upcoming 5:05 Club dates in your inbox soon! And be sure to invite a non-member to one.the more, the merrier.

 


ISAE's March Luncheon took place at the Radisson Hotel at the Airport on March 7th. Seventy-four ISAE members and guests attended the event to learn more about negotiating contracts, attrition and cancellation. Special thanks to our panelists; Debbie Locklear of Meeting Services Unlimited, Roe Wright of Markey's Rental & Staging, and Doug Bennett of the Indianapolis Convention & Visitors Association for providing valuable answers to attendee's questions.
We look forward to seeing you at our next luncheon and seminar, "Educating Adult Learners: Why the Same Old Thing Isn't Going to Work" at Hilton Garden Inn Downtown Indianapolis on June 6th. Look for more information in the mail soon.

 


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