Dates and Deadlines Calendar

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					                                                                   Dates and Deadlines Calendar



Month              Date   Chapter                    Item                                                                                             Corporate
                          Responsible Party                                                                                                           Connection
Monthly:                  Publication Director       Send Chapter EWIConnect* to Chapter members, Chapter Membership Advisor (MA), and                Secretary/Treasurer
                                                     secretary@ewiconnect.com.
                                                     * Refer to ewiconnect.com / Member Section / Chapter Board & Committee Roles / Position:
                                                     Publication for list of items to include in newsletter
                          Secretary                  Send Chapter minutes to Chapter members, Chapter Membership Advisor (MA), and                    Secretary/Treasurer
                                                     secretary@ewiconnect.com.
                          Membership Director        Send/Email to the Corporate Office:                                                              Membership Director
                                                     Form 11 Application for Sustaining Membership,
                                                     Form 15 Application for Membership,
                                                     Form 16 Application for Chapter Life Membership,
                                                     Form 17 Application for Chapter Honorary Membership, or
                                                     Form 28 Replacement Representative,
                                                     (Payments to the Corporate Office within 30 days of receipt.)
October
                     1    Membership Director        New members joining between 10/1 and 12/31 will have first year of membership extended until 12/31 Membership Director
                                                     of the following year
                     1    Publication Director       Update EWIC onnect masthead/website with new Corporate and Chapter Boards
                     1    Secretary                  Confirm that secretary@ewiconnect.com and Firm Executives are included on mailing list for         Secretary/Treasurer
                                                     minutes, and EWIConnect
                     1    Treasurer                  Verify State Registered Agent Status                                                               Secretary/Treasurer
                    31    Philanthropy/Literacy/Read Report on Reading Rally include photos, publicity, and write up of event                         Education/Professional
                          ing Rally Chair                                                                                                             Development Director
                    31    Treasurer                  Due to the Corporate Office: (Electronic copy is fine.)                                          Secretary/Treasurer
                                                     Form 1 Quarterly Financial Report and
                                                     Form 31 B/C/DP Quarterly Financial Report (For period of July 1 - September 30)
Recommendations:          Program Director           Open meeting/Business Meeting/Annual Meeting and Installation (if held in October)               Education/Professional
                                                                                                                                                      Development Director
                          Program Director           Plan for Executive/Firm night                                                                    Education/Professional
                                                                                                                                                      Development Director
                          Program Director           Recommend programs for the year to the Chapter Board                                             Education/Professional
                                                                                                                                                      Development Director
                          Vice President             Finalize committee appointments under President's direction                                      Secretary/Treasurer
                          Ways and Means Director    Ways and Means Committee meets to determine fundraising plans for upcoming year                  Secretary/Treasurer




                                                                                     1 of 5 Pages                                                            Upddated December 2009
Month              Date   Chapter                      Item                                                                                                     Corporate
                          Responsible Party                                                                                                                     Connection
November
                    15    President                    Prepare a thank you letter and list of objectives for the coming year to be included with dues renewal   Public Relations Director
                                                       invoices December 1
Recommendations:          President                    Chapter Committee Chairs contacted to confirm initial committee meetings                                 Secretary/Treasurer
                                                       (Verify that meetings have been/will be held within 30 days of installation.)
                          Program Director             Open meeting (e.g. Executive/Firm recognition night)                                                     Education/Professional
                                                                                                                                                                Development Director
                          Treasurer                    Provide Chapter members with proposed Chapter budget information                                         Secretary/Treasurer
December
                     1    Treasurer                  Renewal invoices mailed to Representatives along with a thank you letter and list of objectives for the    Secretary/Treasurer
                                                     coming year from the President
                    31    Philanthropy/Literacy/Read Due to the Corporate Office: (Electronic copy is fine.)                                                    Education/Professional
                          ing Rally Chair            Form 29 B/C/DP Projects Participation Form (for coming year)                                               Development Director
                                                     Form 30 Chapter Final Report on Reading Rally and Philanthropic B/C/DP Projects
Recommendation:           Ways and Means Director      Ways and Means Director presents plans and proposed budget to Chapter Board for approval

January
                     1    Treasurer                  Member Firms annual dues payable to Chapter                                                                Secretary/Treasurer
                    14    Membership Advisors        Due to the Corporate EWISP Liaison:                                                                        Division Advisors
                                                     Form 22 Notification of Chaper EWISP winner PLUS three copies of their application
                    15    Philanthropy/Literacy/Read Due to the Corporate Office: (Electronic copy is fine.)                                                    Education/Professional
                          ing Rally Chair            Form 29 B/C/DP Projects Participation Form (for coming year)                                               Development Director
                    15    Treasurer                    Member Firm dues collection and follow-up notices sent to unpaid firms                                   Secretary/Treasurer
Recommendations:          B/C/DP Director              Establish ASIST contact list of agencies, schools, etc.                                                  ASIST Liaison
                          /ASIST Chair
                          B/C/DP Director              Send/Email to all interested applicants:                                                                 ASIST Liaison
                          /ASIST Chair                 Form 25 ASIST application and
                                                       Form 26 ASIST Scholarship Application Evaluation
                                                       AND information on the ASIST program
                          B/C/DP Director              Send/Email to the high schools:                                                                          EWISP Liaison
                          /EWISP Chair                 EWISP letters
                                                       Form 19 Application forms,
                                                       Instructions,
                                                       AND information regarding the EWISP program and process
                          President                    Encourage attendance at upcoming Spring Conference(s)                                                    Marketing Director
                                                       (Watch Corporate Connect and Corporate Website for details)
                          Program Director             Open meeting or New Member Orientation                                                                   Education/Professional
                                                                                                                                                                Development Director
                          Public Relations Chair       Membership Highlights                                                                                    Marketing Director
February
                    15    Treasurer                    Chapter insurance payment due to Corporate Office                                                        Secretary/Treasurer
                    15    Treasurer                    Due to the Corporate Office: (Electronic copy is fine.)                                                  Secretary/Treasurer
                                                       Form 1 Quarterly Financial Report and
                                                       Form 31 B/C/DP Quarterly Financial Report
                                                       (Year End)
                    15    Treasurer / Membership       Renewal forms and payment must be submitted to the Corporate Office or entered into                      Secretary/Treasurer
                          Director                     the Corporate Website by this date!




                                                                                       2 of 5 Pages                                                                   Upddated December 2009
Month              Date   Chapter                      Item                                                                                              Corporate
                          Responsible Party                                                                                                              Connection
Recommendations:          B/C/DP Director              Follow-up with EWISP schools as a reminder to verify receipt of information                       EWISP Liaison
                          /EWISP Chair
                          B/C/DP Director              Select judges for Chapter EWISP competition                                                       EWISP Liaison
                          /EWISP Chair
                          B/C/DP Director              Select judges for Chapter ASIST competition                                                       ASIST Liaison
                          /ASIST Chair
                          Philanthropy/Literacy/Read   Obtain Chapter Board approval of literacy project                                                 Education/Professional
                          ing Rally Chair                                                                                                                Development Director
                          Program Director             Open meeting                                                                                      Education/Professional
                                                                                                                                                         Development Director
March
Recommendations:          B/C/DP Director              Consult with President regarding collection of student applications; verify selection of judges   EWISP Liaison
                          /EWISP Chair
April
                     1    B/C/DP Director              EWISP Applications due to Chapter                                                                 EWISP liaison/ASIST liaison
                          /EWISP Chair
                     1    B/C/DP Director              Send/Email to Corporate EWISP Liaison:                                                            EWISP Liaison
                          /EWISP Chair                 Form 19 Scholarship Program Student Application (for EWISP applicants)
                     1    Membership Advisors          Due to the Corporate Office: (Electronic copy is fine.)                                           Division Advisors
                    15    B/C/DP Director/             Chapter EWISP judging and interviews to be completed                                              EWISP Liaison
                          EWISP Chair
                    15    Bylaws Committee             Form 5 Proposed Amendment to Chapter or Corporate Bylaws due 150 days prior to Annual Meeting     Bylaws Committee Chair

                    30    B/C/DP Director              Chapter notifies local EWISP winner(s)                                                            EWISP Liaison
                          /EWISP Chair
                    30    B/C/DP Director              Due to the Corporate Office:                                                                      EWISP Liaison
                          /EWISP Chair                 Form 22 Notification of Chaper EWISP winner PLUS three copies of their application
                    30    President                    Review all EWISP forms requiring signature of President with EWISP Chair                          EWISP Liaison
                    30    Representatives              Form 43 Fellows Application due to Corporate Fellows Liaison                                      Fellows Liaison
                    30    Treasurer                    Due to the Corporate Office: (Electronic copy is fine.)                                           Secretary/Treasurer
                                                       Form 1 Quarterly Financial Report and
                                                       Form 31 B/C/DP Quarterly Financial Report (For period of January 1 - March 30)
Recommendations:          Nominating Committee         Form 13 Straw Ballots for Chapter Board positions mailed to Chapter members                       Secretary/Treasurer
                          Program Director             Open meeting                                                                                      Education/Professional
                                                                                                                                                         Development Director
May
                     1    B/C/DP Director              ASIST Applications due to Chapter                                                                 Nominating Committee
                          /ASIST Chair
                    15    Representatives              Send/Email to Corporate Nominating Committee:                                                     Nominating Committee
                                                       Form 3 Nominee for Corporate Board
                                                       Form 4 Nominee for Appointed Post
Recommendations:          B/C/DP Director              Chapter Awards Banquet for EWISP winner and sponsoring teacher                                    EWISP Liaison
                          /EWISP Chair
                          President                    Encourage attendance at LCAM
                          Public Relations Director    Exhibit 36 EWISP press release                                                                    Marketing Director

                          Program Director             Open meeting (e.g. EWISP awards)                                                                  Education/Professional
June                                                                                                                                                     Development Director




                                                                                        3 of 5 Pages                                                           Upddated December 2009
Month              Date   Chapter                  Item                                                                                                 Corporate
                          Responsible Party                                                                                                             Connection
                     1    B/C/DP Director          ASIST Applications due to Chapter                                                                    Nominating Committee
                          /ASIST Chair
                     1    Treasurer                Year-end Compliation/Audit and Form 51 B/C/DP Financial Review for prior year due to Corporate       Secretary/Treasurer
                                                   Office
                    15    B/C/DP Director          Chapter ASIST judging and interview to be completed
                          /ASIST Director
                    30    Membership Advisors      Due to the Corporate Membership Director: (Electronic copy is fine.)                                 Division Advisors
                                                   Form 2 Chapter Reporting & Historical Information
Recommendations:          B/C/DP Director          Notify ASIST winner(s), sponsor(s), and educational provider(s) of the award(s). Also notify all     ASIST Liaison
                          /ASIST Chair             candidates and sponsors of results.
                          Program Director         Open meeting (e.g. ASIST awards, Ways & Means)                                                       ASIST Liaison
                          Nominating Committee     Prepare slate of Officers and Directors, and slate of Delegates and Alternates for acceptance by     Secretary/Treasurer
                                                   Chapter Board
July
                     1                             Announcement of Fellows winners                                                                      Education/Professional
                                                                                                                                                        Development Director
                     1    B/C/DP Director          Due to the Corporate Office:                                                                         ASIST Liaison
                          /ASIST Chair             Form 25 Application of Chapter ASIST winner along with an essay of 300 to 600 words from Chapter
                                                   President or ASIST Chair on the reasons why applicant is worthy of a Corporate scholarship

                    15                             Chapters receive notification of Corporate EWISP winners                                             Education/Professional
                                                                                                                                                        Development Director
                    15                             Chapters receive Delegate Packets from Corporate Office                                              Executive Director
                    31    Treasurer                Due to the Corporate Office: (Electronic copy is fine.)                                              Secretary/Treasurer
                                                   Form 1 Quarterly Financial Report and
                                                   Form 31 B/C/DP Quarterly Financial Report (For period of April 1 - June 30)
                    31    Nominating Committee     Nominations for Chapter Board closed                                                                 Secretary/Treasurer

Recommendations:          Program Director         (or Aug/Sept/Oct/Nov/Dec) Chapter ASIST awards banquet for scholarship receipient                    ASIST Liaison
                          Program Director         Open meeting or Business meeting (must have at least two business meetings per year)                 Education/Professional
                                                                                                                                                        Development Director
August
                     5    B/C/DP Director          Chapters receive notice of Corporate ASIST winners                                                   Education/Professional
                          /ASIST Chair                                                                                                                  Development Director
                    18    Membership Advisors      Due to the Corporate Membership Director: (Electronic copy is fine.)                                 Division Advisors
                                                   Form 2 Chapter Reporting & Historical Information
Recommendations:          Program Director         Survey members for feedback on programs, interest in holding firm night                              Education/Professional
                                                                                                                                                        Development Director
                          President                Copies of proposed Corporate budget provided to delegates. Chapter votes to determine if Delegates   Secretary/Treasurer
                                                   are 'informed and uninstructed' or 'informed and instructed'
                          Public Relations Chair   Promote Presidents Caucus to incoming Chapter Presidents and Vice-President/President Elects         Public Relations Director

September
                    15    Vice President           Due to the Corporate Office:                                                                         Secretary/Treasurer
                          /President Elect         Form 40 Chapter Officers and Directors List due to Corporate Office
Recommendations:          President                EWISP Chair and committee appointed by Chapter President                                             EWISP Liaison
                          Program Director         (or August) Survey members for feedback on programs, interest in holding firm night                  Education/Professional
                                                                                                                                                        Development Director




                                                                                   4 of 5 Pages                                                               Upddated December 2009
Recommendations:
Month              Date   Chapter                      Item                                                                                                 Corporate
                          Responsible Party                                                                                                                 Connection
                          Vice President               Assist outgoing President with plans for installation meeting                                        Education/Professional
                                                                                                                                                            Development Director
                          Vice President               Communicate Board retreat goals and strategy to Board at October meeting                             Secretary/Treasurer
                          Philanthropy/Literacy/Read   Finalize plans for Reading Rally                                                                     Education/Professional
                          ing Rally Chair                                                                                                                   Development Director
                          Vice President               Obtain proper bank resolution forms for execution immediately after installation                     Secretary/Treasurer
                          Secretary                    Official notice of annual Chapter business meeting prepared and sent to membership                   Secretary/Treasurer
                          Program Director             Open meeting/Business Meeting/Annual Meeting and Installation (if held in September)                 Education/Professional
                                                                                                                                                            Development Director
                          Vice President               Preparation for Board Retreat to include review of strategic plan, membership goal and transfer of   Secretary/Treasurer
                          /President Elect             Chapter files to new Board members




                                                                                       5 of 5 Pages                                                               Upddated December 2009