Chapter & National Databases - Do or Don't They Interface

Chapter & National Databases: Do They or Don’t They Interface? Annual Meeting & Exposition Connecting Great Ideas and Great People

CFA Institute Background ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Focus of My Remarks ,[object Object],[object Object],[object Object],[object Object],[object Object]

Society Data Center: In Process of an Upgrade Current SDC: society data only The future SDC: more than just society data

Current Society Data Center Provides wide range of reports on members and local CFA Program candidates

Society Data Center – Current Functionality ,[object Object],[object Object],[object Object],[object Object],[object Object]

The New Society Portal ,[object Object],[object Object],[object Object],[object Object],[object Object]

Challenges & Solutions ,[object Object],[object Object],[object Object],[object Object]

Challenges & Solutions (continued) ,[object Object],[object Object],[object Object],[object Object]

The SDC & Data Security ,[object Object],[object Object],[object Object],[object Object]

Services Agreement - Highlights ,[object Object],[object Object]

Services Agreement – Highlights (continued) ,[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Connecting Great Ideas and Great People

PPAI Background ,[object Object],[object Object],[object Object],[object Object]

Phases of Development/Rollout ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Critical Lessons Learned ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],Connecting Great Ideas and Great People

Mariner Background ,[object Object],[object Object],[object Object],[object Object]

Focus of My Remarks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Plan B: Stand-alone Option ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Chapter Database – A Stand-alone, local option Built in MS Access; Full reporting capability Tracks behavioral data Collects info from Natl Text field for comments

Online Registration Available Built in Microsoft Access

Sharing Protocols ,[object Object],[object Object],[object Object],[object Object],[object Object]

Challenges & Solutions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Components As A Data Source ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Chapter & National Databases - Do or Don't They Interface

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Chapter & National Databases - Do or Don't They Interface