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State of the Association
October 1, 2016
Ellen Colangelo, Ph.D.
President
OUR MISSION STATEMENT
• To create a community for psychologists
• To promote the profession of psychology
• To serve the public
WHAT A YEAR 2016!
Benefits of Membership
Ethics Consultation
Legal Consultation
Referral Directory
Website Advertising
San Diego Psychologist
WHAT A YEAR 2016!
Networking
Meet and Greet
The Odyssey Series
FUNRaiser
Holiday Party
Collaboration
WHAT A YEAR 2016!
Continuing Education
Fall Conference
Ethics Course
Case Conference Dinner Series
Collaboration
WHAT A YEAR 2016!
Community
Government Affairs
Public Education/Media
Science Fair
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
MISSION/VISION TASKFORCE
Cynthia Cotter, Ph.D Chair
Ellen Colangelo, Ph.D.
Annette Conway, Psy.D.
Janet Farrell, Ph.D.
WHAT A YEAR 2016!
Mission/Vision Taskforce
Proposal for Organization Restructure
(Accepted By Board June 10, 2016)
Organization Restructure
(Effective July 1, 2016)
ORGANIZATION RESTRUCTURE
•Board of Directors
•Office
•Accounting
•Website
•Documentation
BOARD OF DIRECTORS
•Duties of Board to Oversee
•Board vs. President
•Domains of Board Oversight
•Better Documentation
Domains of Board Oversight
•Membership
•Communications
•Events
•Continuing Education
•Community
Domains of Board Oversight
•Government Affairs
•Professional Practice
•Professional Disciplines
•Mission/Vision Taskforce
OFFICE
•Office Staff vs. Administrator
•Agency vs. Employee
•Reduces Administrative Expense
•Better Office Organization
•Better Documentation
ACCOUNTING
•Increase Bookkeeper Role
•Improve Accuracy of Books
•Improve Security Procedures
•Improve Financial Statements
•Treasurer Oversight
•Better Documentation
WEBSITE –WILD APRICOT
•User Friendly/Good Support
•Low Cost - No Set Up Fees
•Integrates With Quick Books
•No Need for Other Programs
•Better Documentation
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
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
OUR MISSION STATEMENT
• To create a community for psychologists
• To promote the profession of psychology
• To serve the public

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2016 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