SDPA State of Association

1. State of the Association
October 1, 2016
Ellen Colangelo, Ph.D.
President

2. OUR MISSION STATEMENT
• To create a community for psychologists
• To promote the profession of psychology
• To serve the public

3. WHAT A YEAR 2016!
Benefits of Membership
Ethics Consultation
Legal Consultation
Referral Directory
Website Advertising
San Diego Psychologist

4. WHAT A YEAR 2016!
Networking
Meet and Greet
The Odyssey Series
FUNRaiser
Holiday Party
Collaboration

5. WHAT A YEAR 2016!
Continuing Education
Fall Conference
Ethics Course
Case Conference Dinner Series
Collaboration

6. WHAT A YEAR 2016!
Community
Government Affairs
Public Education/Media
Science Fair

7. WHAT A YEAR 2016!
• Declines in Membership Count
• Increasing Administrative Expenses
• Dependence on Fundraising To Cover Shortfall
• Board Difficulties in Overseeing Office
Staff/Accounting
• Burden on President
Challenges

8. MISSION/VISION TASKFORCE
Cynthia Cotter, Ph.D Chair
Ellen Colangelo, Ph.D.
Annette Conway, Psy.D.
Janet Farrell, Ph.D.

9. WHAT A YEAR 2016!
Mission/Vision Taskforce
Proposal for Organization Restructure
(Accepted By Board June 10, 2016)
Organization Restructure
(Effective July 1, 2016)

10. ORGANIZATION RESTRUCTURE
•Board of Directors
•Office
•Accounting
•Website
•Documentation

11. BOARD OF DIRECTORS
•Duties of Board to Oversee
•Board vs. President
•Domains of Board Oversight
•Better Documentation

12. Domains of Board Oversight
•Membership
•Communications
•Events
•Continuing Education
•Community

13. Domains of Board Oversight
•Government Affairs
•Professional Practice
•Professional Disciplines
•Mission/Vision Taskforce

14. OFFICE
•Office Staff vs. Administrator
•Agency vs. Employee
•Reduces Administrative Expense
•Better Office Organization
•Better Documentation

15. ACCOUNTING
•Increase Bookkeeper Role
•Improve Accuracy of Books
•Improve Security Procedures
•Improve Financial Statements
•Treasurer Oversight
•Better Documentation

16. WEBSITE –WILD APRICOT
•User Friendly/Good Support
•Low Cost - No Set Up Fees
•Integrates With Quick Books
•No Need for Other Programs
•Better Documentation

17. PROJECTED RESULT
AFTER:
Staff 30K
Bookkeeper 5K
Other IC 5K
Other 36K
-----
Total 76K
BEFORE:
Staff 65K
Bookkeeper 3K
Other IC 2K
Other 36K
-----
Total 106K
Decreased Administrative Expense

18. PROJECTED RESULT
AFTER:
Dues * 106K
Admin. Exp. 76K
------
Total 30K
BEFORE:
Dues * 106K
Admin. Exp. 106K
------
Total 0K
Less Need For Fundraising
* Based on Projected Dues for Current 589 Members

19. OUR MISSION STATEMENT
• To create a community for psychologists
• To promote the profession of psychology
• To serve the public