CALI Executive Director’s Report

Friday, March 14, 2014  
The office has been quite busy since my last report.  Areas we have been working on include finance, membership, sponsorship, technology, conference and events, just to name a few.

To start, CALI’s finances are in a much better position than they were last year at this time.  Our assets are approximately 8% higher than they were twelve months ago.  Net Income is significantly up due to an increase in income and a reduction in expenses.  Our “belt tightening” is showing positive results.

I have stared discussions with the Budget Committee to work on contingency plans should CALI loose any non-dues revenue streams.  We will be working on various financial models as we move into Q4, planning for fiscal year 2014-15.

The office has been working with Chavez, Baker & Associates to complete the review of fiscal year 2012-2013.  The draft has been provided and we should be able to finalize everything in the next week or two.

We continue to fine-tune the membership database and I believe we finally have an accurate picture as it related to membership expiration dates.  This will be critical as we roll out our Member Loyalty plan, which is based on the length of time of membership in CALI.

The 2014 CALI Membership directory is close to completion and will be released shortly.

In an effort to recruit new members and retain current ones, we ran a brief “exit survey” focusing on past members and the reason(s) they left the association. Some interesting pieces of information came to light as a result, which will be used going forward to increase membership value.

We have been working diligently on the upcoming annual convention.  Conference Chair, Bill Hunt, has put together a fantastic line up and the office has been working with Rancho Las Palmas Resort & Spa to make sure this is the best conference yet.  I am very excited about the venue, program, and activities for 2014.  Registration brochures were mailed last week.  We continue to send out hotel RFPs for the 2015 and 2016 conferences.

A new sponsorship prospectus was designed and mailed to all past and potential sponsors and exhibitors.  Follow up call will begin shortly.  This year’s prospectus had a more realistic pricing structure.

Lastly, we have been working with MemberClicks, an association management software provider, to possibly migrate CALI’s website, database, and event registration to their platform.  In addition, all listservs will be run through MemberClicks as well meaning no more Yahoo Groups.  The goal is to use one, fully integrated product where the user experience is seamless, user friendly, and effective.

I hope to see you all at the 2014 annual conference! You really don’t want to miss this one.  As always, I appreciate the opportunity to serve as CALI’s executive director.  If there is anything we can do at the CALI office to help you, please don’t hesitate to contact us.