2. March Update
UK Chapter AGM (2011 FY)
Financials
Achievements in 2010
Plans for 2011
Visit our chapter website at http://uk.theiiba.org
3. AGM – Financials Overview
Profit and Loss
Y/E Y/E Y/E
25/01/2009 25/01/2010 25/01/2011
Revenues
Membership 1,918 2,980 4,419
Events Admission 180 2,150 1,180
BA Conference 0 2,000 10,000
Sponsorship 0 0 0
Bank Interest 36 3 4
Total Revenues 2,134 7,133 15,603
Expenses
Events (Venue/Catering) 2,467 5,124 3,050
Banking 97 248 208
Administrative 412 1,368 1,297
Other 0 0 1,122
Total Expenses 2,976 6,740 5,677
Net Profit / Loss -842 393 9,926
Visit our chapter website at http://uk.theiiba.org
4. AGM – Financials Overview
Balance Sheet
Y/E Y/E Y/E
25/01/2009 25/01/2010 25/01/2011
Assets
Debtors 0 0 5,047
Cash at Bank 4,207 4,600 9,974
Liabilities
Creditors 0 0 495
Total Assets less
Current Liabilities 4,207 4,600 14,526
Reserves
Retained Earnings 5,049 4,207 4,600
Profit and Loss Account -842 393 9,926
Total Reserves 4,207 4,600 14,526
Visit our chapter website at http://uk.theiiba.org
5. AGM – Achievements in 2010
More successful conference than 2009
Continued successful events with increasing attendance (circa 150
in the best cases)
Established branches in Midlands and Bristol with 5 successful
events run to date
Board director with specific responsibility for looking after
volunteers (as key enabler for growth)
Migrated some processes to volunteers
Focus on improving membership processes
Visit our chapter website at http://uk.theiiba.org
6. AGM – Plans for 2011
Ensure successful Conference
Support 'hand over' of events to Marie from James
Define/refine our 'purpose‘
Publicise and engage community in agreeing/defining the purpose
Establish two more branches - Scotland and Manchester
Ensure existing branches are resilient
Introduce processes to understand our community needs - focus on CoP
Improve membership processes
Establish relationship with PMI as an organization that is aligned to our purpos
Visit our chapter website at http://uk.theiiba.org
7. AGM – UK Chapter 2011 FY
Any Questions?
Visit our chapter website at http://uk.theiiba.org
