January 20, 2009

For many of us, security is an ongoing daily concern. This really hit home last year for Anthony McDaniel when a man walk into his firm's reception area with what looked like a pipe bomb. The police were called and several blocks were cordoned off downtown. We are planning a roundtable on February 19th centered around security (location TBD). Come hear Anthony talk about what happened, what it was like, and lessons learned.

If you have security related tales to tell, shoot me an email and let's discuss adding you to the event. I can be reached at ty.whitehead@lw.com. It should be a great event with veterans sharing every day and extraordinary security experiences. Seasoned professionals and those just starting their careers should both get something out of this roundtable.

January 11, 2009

Chapter of the Year Task Force - Update

Thank you to the following chapter members for volunteering to participate on the Chapter of the Year Task Force.

Vik Bakshi
Albert Cusati
Stephen Pavelick
Homa Yazdani
Harshal Patel
Maureen Mcnertney
Thomas Szeto
Joel Pearlman
Medy Cabebe

The Task Force presented their findings to the Board on January 8, 2009. This is what they have been able to accomplish thus far:

- Examined Current Chapter Practices
- Compared these against Chapter of the Year Excellence Criteria
- Identified San Francisco Chapter Strengths and Gaps (Opportunities)
- Developed a Draft Road Map to Guide Chapter Improvement Efforts

The Task Force has identified 4 Key Focus Areas:

1) Update Chapter Strategic Plan and ensure Alignment with new IFMA National Strategy

2) Develop Strategies for each chapter committee and document & communicate to members

3) Establish quantifiable metrics to report results for strategies within each category

4) Clearly Link all Chapter activities to the chapter’s strategic plan

Next Steps:

- Update Strategic Plan by Feb’09
- Develop Committee Sub-Plans by Mar’09
- Start Executing Plans by Apr’09
- Submit 2009 CoY Application by Jun’09

Resources:

The task force team is now available to assist the Board with:

- Chapter Board Strategy Update Exercise
- Chapter Committees
- Other Ad-Hoc Task Forces that may be required


The Board Voted on January 8, 2009 to move forward with the following Actions:

1) Update the San Francisco Chapter of IFMA Strategic Plan
2) Establish a Chapter Volunteer Coordinator


Thanks to the volunteers who pulled all this together!

Oscar