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CHAPTER BUSINESS: LEGAL
ENTITY RECOMMENDATIONS
    Cloud Security Alliance – Seattle Chapter
Chapter Status Requirements
                             (Per the CSA Launch Guide)


• 20 members – must be established CSA members
  (LinkedIn group)
• Board: 5 to 15 members
• It is NOT required that a chapter be a legal entity
       – If it is, By-Laws must indicate compliance with CSA Global By-
         Laws & MOU must document relationship with CSA Global
• Must select “Area of Interest” – i.e. Virtualization,
  Regional Law, etc – may look to Research areas…
• Must meet a minimum of 6 times annually – minimum of
  1 event open to non-members as well as members
• Certified annually to operate – requires Annual Report
  of Activities
• Chapter logos MUST be approved by CSA Global
April 28, 2011                                                        2
Getting Started
• Define geographic boundary of Chapter
• Sign up 20 members based within boundary
  (we’ll need to provide name, e-mail address,
  and LinkedIn URL (if available – contact CSA
  Global for an alternative))
• Select a Board of Directors
• Select a Chapter Name (format Cloud Security
  Alliance, Seattle Chapter OR Cloud Security
  Alliance, Evergreen Chapter etc.)
• Send application to chapter-
  startup@cloudsecurityalliance.org
April 28, 2011                                   3
Post Application
• Chapter will be created as a sub-group to CSA
  Global on LinkedIn
• Provisional Board of Directors will meet with a CSA
  Global designee to review the application
• The provisional Chapter will document its area of
  interest
• If available, the provisional Chapter logo will be
  submitted to CSA Global
• CSA Global will act to approve or deny the
  application
• If approved, CSA will list the CSA Chapter at the CSA
  Chapter Registry with an official starting date
April 28, 2011                                        4
Annual Report
• Within 2 months of the Chapter Anniversary
  we must file an Annual Report with CSA Global
       – Document Chapter meetings
       – Document annual non-member event
       – Document activities conducted in support of area
         of interest declared with application
       – Document changes to the chapter’s charter for the
         coming year (change of area of interest, change of
         boundaries, changes in legal status, changes in the
         Board of Directors, etc.)
• Re-certification with approval from CSA Global
April 28, 2011                                             5
My Recommendation
• Avoid becoming a legal entity

• However, This Is A Conversation – Not A
  Mike Gets To Choose ;-)
       – There are pluses and minuses
                 • Administrative overhead and the Who Will Do It
                   question
                 • More flexibility
                 • Has challenges

April 28, 2011                                                      6

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Seattle Chapter business

  • 1. CHAPTER BUSINESS: LEGAL ENTITY RECOMMENDATIONS Cloud Security Alliance – Seattle Chapter
  • 2. Chapter Status Requirements (Per the CSA Launch Guide) • 20 members – must be established CSA members (LinkedIn group) • Board: 5 to 15 members • It is NOT required that a chapter be a legal entity – If it is, By-Laws must indicate compliance with CSA Global By- Laws & MOU must document relationship with CSA Global • Must select “Area of Interest” – i.e. Virtualization, Regional Law, etc – may look to Research areas… • Must meet a minimum of 6 times annually – minimum of 1 event open to non-members as well as members • Certified annually to operate – requires Annual Report of Activities • Chapter logos MUST be approved by CSA Global April 28, 2011 2
  • 3. Getting Started • Define geographic boundary of Chapter • Sign up 20 members based within boundary (we’ll need to provide name, e-mail address, and LinkedIn URL (if available – contact CSA Global for an alternative)) • Select a Board of Directors • Select a Chapter Name (format Cloud Security Alliance, Seattle Chapter OR Cloud Security Alliance, Evergreen Chapter etc.) • Send application to chapter- startup@cloudsecurityalliance.org April 28, 2011 3
  • 4. Post Application • Chapter will be created as a sub-group to CSA Global on LinkedIn • Provisional Board of Directors will meet with a CSA Global designee to review the application • The provisional Chapter will document its area of interest • If available, the provisional Chapter logo will be submitted to CSA Global • CSA Global will act to approve or deny the application • If approved, CSA will list the CSA Chapter at the CSA Chapter Registry with an official starting date April 28, 2011 4
  • 5. Annual Report • Within 2 months of the Chapter Anniversary we must file an Annual Report with CSA Global – Document Chapter meetings – Document annual non-member event – Document activities conducted in support of area of interest declared with application – Document changes to the chapter’s charter for the coming year (change of area of interest, change of boundaries, changes in legal status, changes in the Board of Directors, etc.) • Re-certification with approval from CSA Global April 28, 2011 5
  • 6. My Recommendation • Avoid becoming a legal entity • However, This Is A Conversation – Not A Mike Gets To Choose ;-) – There are pluses and minuses • Administrative overhead and the Who Will Do It question • More flexibility • Has challenges April 28, 2011 6