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

Michael P. Price
National Sales Manager
Swan Lake Resort
5203 Plymouth-LaPorte Trail
Plymouth, IN 46563
(574) 935-5680 x702
Fax: (574) 935-4698
mprice@swanlakeresort.com

Sue Sudhoff
Education Coordinator
Indiana Assn for Home & Hospice Care
8604 Allisonville Rd. #260
Indianapolis, IN 46250
(317) 844-6630
Fax: (317) 575-8751
sue@iahhc.org
Referred by Todd Stallings

L. Diane Swift, CAE, DWDP, MS
State Director
Transition Resources Corporation
5809 N. Post Road
Indianapolis, IN 46216
(317) 547-924
Fax: (317)547-6594
ldswift@transitionresources.org

Mark Thornburg
Staff Attorney
Indiana Farm Bureau, Inc.
P.O. Box 1290
Indianapolis, IN 46206-1290
(317) 692-7812
Fax: (317) 692-7854

  

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

  

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

  

Have you renewed your investment in ISAE? If your answer is no, send your dues in as soon as possible. Anyone who has not sent in their dues renewals by February 28, 2007 will be considered “lapsed” in our database. This means you will not be able to utilize all of the “perks” associated with being a member such as: access to members through the online directory, member rates at professional development programs, the monthly Synergy, and much more! Send in your dues renewals today!

  

The results are in from the December CAE exam. All three of the Indiana participants passed! Congratulations to the following association professionals:

Scott Wiley, CAE*
Executive Director
Delta Sigma Phi Fraternity
1331 N. Delaware Street
Indianapolis, IN 46202
(317) 634-1899
wiley@deltasig.org

L. Diane Swift, CAE, DWDP, MS*
State Director
Transition Resources Corporation
5809 N. Post Rd.
Indianapolis, IN 46216
(317) 547-1924
ldswift@transitionresources.org

Marissa Manlove, CAE
President/CEO
Indiana Grantmakers Alliance
32 East Washington Street #1100
Indianapolis, IN 46204
(317) 630-5200
mmanlove@indianagrantmakers.org

*Denotes ISAE member

Once again, we would like to remind you the deadline for submitting applications for the May CAE exam was February 9th, 2007. The CAE Exam fee is $500 for ASAE members ($700 for non-members), with an additional $100 fee to extend the deadline to March 9, 2007. E-mail Laura Frank at the ISAE office (lfrank@isae.org) if you are planning to sit for the May exam. ISAE can then keep you informed of upcoming study sessions and mentors to provide valuable help prior to the exam.

For more information on the CAE exam, visit the following ASAE link:
CAE Exam Information
  


  

Are they ISAE members? Shouldn’t they be? You can easily find this information on the ISAE Web site at: http://www.isae.org/directory.php

When you make your next buying decision or do payables, take a moment to review your list of vendors. If they are ISAE members, let them know their membership in ISAE is important to you. If they are not ISAE members, consider asking them to join ISAE.

ISAE past President and current member Tim Murphy, CAE, shared a memo his organization sends to potential vendors. It reads:

TO: ILBSA’s professional service providers and potential vendors
FR: Timothy J. Murphy, CAE
RE: Doing business with Indiana Lumber and Builders’ Supply Association

As a statewide association for over 122 years, ILBSA’s volunteers and staff inherently understand the great impact the entire not-for-profit association community has upon the economy of the State of Indiana, and the nation as a whole. Our members, too, understand the importance of their membership in ILBSA for the numerous membership and industry benefits.

As such, we prefer to conduct business with those companies and firms who understand this dynamic and support the association management profession. One of our guidelines for selecting vendors / professional partners is membership in the trade/professional association that represents your product, trade, industry, or profession; as well as the Indiana Society of Association Executives (for resident companies and professionals, when applicable).

Recently, our office has been contacted by hotel / meeting venue representatives asking us to consider their facilities for our events. Please note that our association’s annual, regional, and professional development meetings are only contracted with those providers who are members of The Indiana Society of Association Executives (www.isae.org). This assists our volunteers and staff in knowing that the property and its meeting professionals automatically understand our needs, making our meetings most successful and enjoyable. I thank you for your interest in conducting business with our association, as well as the many other professional, trade, and fraternal associations located within our community; and look forward to learning more about your products and services.

(Just so you know, he started this program years before his wife became ISAE’s Executive!)

Please consider implementing a similar program within your association. Not only will it improve ISAE membership, it will also strengthen the bond with and value to our current associate members.

  

TOPIC: Benefits that make your employees want to stay...at prices you can afford!

Join your colleagues to discuss how each of us can compete for employees.

Date:      February 21, 2007
Time:      8:00 – 10:30 am
Location: Indiana Funeral Directors Association, 1305 West 96th Street Indianapolis, IN Click the following link for a map: Directions to IFDA

According to recent surveys:
... As many as 75% of all employees are looking for a new job (35% actively and 40% passively).
... 3 out of 5 say they will leave in the next 2 years.
... We are in a “War for Talents” that will intensify as the approximately 73 million Baby Boomers are beginning to retire.

This interactive discussion will include:
... Why do employees leave organizations?
... Why do they stay?
... What is the cost of turnover?
... What do people want from work?
... What are the top 10 ways to keep top talent?
... What do your “benefits” need to look like today?

Event Facilitator:
Mark McNulty
HR Dimensions, LLC

Mark is the President and Founding Partner of HR Dimensions, LLC, Indiana’s largest independent human resource consulting firm. Mark has more than 25 years experience in the field. The firm’s clients include Eli Lilly, Emmis Communications, Reebok, as well as several associations and non-profits. Mark also serves on several public and private boards.

To register online: Click here, Type "Breakfast" in the first field; select "February " in the next field; click on 2007. Then enter your information. The price of the event is $24 for ISAE members and $40 for non-members.


Special thanks to our event sponsor and ISAE Affinity Partner -
Benefit Resourcing, Inc.
  

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 records and reports.

Q: What do you do if a member requests a copy of your organization’s financial statement? What are you obligated to present to that member based on Indiana ’s Law?

A: Current Indiana law states the following*:

IC 23-17-27
Chapter 27. Records and Reports

IC 23-17-27-2
Member's right to inspect and copy records
Sec. 2. (a) Subject to subsection (e) and section 3(c) of this chapter, a member is entitled to inspect and copy, at a reasonable time and location specified by the corporation, the records of the corporation described in section 1(e) of this chapter if the member gives the corporation written notice or a written demand at least five (5) business days before the date on which the member desires to inspect and copy.
(b) Subject to subsection (e), a member may inspect and copy, at a reasonable time and reasonable location specified by the corporation, the following records of the corporation if the member meets the requirements of subsection (c) and gives the corporation written notice at least five (5) business days before the date on which the member desires to inspect and copy:
(1) Excerpts from records required to be maintained under section 1(a) of this chapter, to the extent not subject to inspection under subsection (a).
(2) Accounting records of the corporation.
(3) Subject to section 5 of this chapter, the membership list.
(c) A member may inspect and copy the records identified in subsection (b) only if the following conditions exist:
(1) The member's demand is made in good faith and for a proper purpose.
(2) The member describes with reasonable particularity the purpose and the records the member desires to inspect.
(3) The records are directly connected with the purpose.
(d) This section does not affect the following:
(1) The rights of a member to inspect records under IC 23-17-11-1 or, if the member is in litigation with the corporation, to the same extent as any other litigant.
(2) The power of a court, independently of this article, to compel the production of corporate records for examination.
(e) The articles of incorporation or bylaws of a religious corporation may limit or abolish the right of a member under this section to inspect and copy a corporate record.
(f) The articles of incorporation of a corporation may limit or abolish the following:
(1) The right of a member to obtain from the corporation information as to the identity of contributors to the corporation.
(2) The right of a member or the member's agent or attorney to inspect or copy the membership list if the corporation provides a reasonable means to mail communications to other members through the corporation at the expense of the member making the request.
As added by P.L.179-1991, SEC.1.

You may also want to review a related section: IC 23-17-27-1 Required records

*For the full and up-to-date Indiana law related to Non-Profit Corporations click on the link below:

Indiana Code TITLE 23, Article 17 Table of Contents

E-mail ISAE staff at info@isae.org if you have a question for next month’s issue.