State of the Association Looking forward - 2012

Presented by:

Merlyn Hough

2012 President A&WMA 2012 Overview

If 2010 was about “restoring financial

control and transparency,”

..and 2011 is best summed up as “the year

we took on restructuring and

systemization” – and got our house in order,

..then we will look back together on 2012 as

the year we took on enhancing our

“Community and Communications.”

Goals:

To bring you all up to date with

International’s operational progress

Briefly discuss 2011-2012 projections

Membership update

Discuss challenges facing the Association

Share some of the budgeted initiatives for 2012

My Personal A&WMA Experience

Professional Development

Specialty Conferences, especially PM & Ozone

Technical Workshops

Journal & EM magazine

Webinars

Networking & Friendships Section (PNWIS and other) meetings

Chapter (Oregon, Puget Sound) meetings

A&WMA Annual Conferences & Exhibitions

Leadership Opportunities At Chapter, Section & International levels

Career Advancement (supported by all the above)

Oakridge PM2.5

Nonattainment Area

My Personal A&WMA Experience

Professional Development

Specialty Conferences, especially PM & Ozone

Technical Workshops

Journal & EM magazine

Webinars

Networking & Friendships Section (PNWIS and other) meetings

Chapter (Oregon, Puget Sound) meetings

A&WMA Annual Conferences & Exhibitions

Leadership Opportunities At Chapter, Section & International levels

Career Advancement (supported by all the above)

A Year of Managed Change

systemic changes in our workflow, administrative structure,

volunteer support services, and staffing

Launch of our Association Management System: iMIS

Began migrating to Electronic Publishing services

Implemented market research and profiling tools

Refined our zero-based budgeting methods and financial

reporting

Saw the launching of our redesigned website

Instituted 3 year Staffing and Volunteer Support plan

Created a new Business Development department at HQ to

address branding, partnerships, sponsorships, advertising,

and media sales.

Financial Performance

A year of unforeseen financial challenges

Testing our ability and resolve to “correct course”, re-stabilize,

and conserve

Recessionary Economies, concerns over the strained global

political climate, a string of natural disasters in the 2nd quarter,

unrelentingly affected our environmental industries – “a perfect

storm”

We continued to see a heightened conservatism in the

business community, low demand for products and services,

federal budget cuts, and regulatory ruling delays

– all adding up to challenge budgeted and planned A&WMA

programming in 2011...

July 2011 – adoption of a “Loss Mitigation Strategy”

Headquarters took needed steps to implement policy and procedures to curtail

discretionary spending, freeze hiring, and monitor all program and service

execution for member value and needed ROI

We resolved to prudently steward the finances and operational services while

seeking to balance and prioritize scarce resources, matching expenses to

revenues - to “weather the unforeseen complications inherent in forecasted

budgeting”

Cause & Effect

• Threat of continued workforce

reductions

• Organizational consolidations

• Tightened marketing dollars

• Budget reductions for

professional development

• Tightened discretionary

spending by members…

• Canceled or reduced C&E

programming in April/May 2011

leads to a drop of over $146,000

(potential) lost revenues

• In May we identified an off

budget plan potential loss of

$450-$500K

=

Revenue & Expense

Where did the

money go?

Where did the

money come from?

Bottom-line: we lost programming of $146K that we could not make

up and we will likely post a $156K operational loss for 2011.

Are we okay? Yes!

Where did we end up?

Liquidity 12/31/11 preliminary

$20,495 Cash at PNC

$1,162,165 Investments/ Operating WF

$104,792 Money Market Fund

$501,000 Certificates of Deposit

$556,373 Mutual Funds

Operations

$3,118,000 Revenue

$3,274,000 Expense

=========

($156,000) * Operational Loss

(*before interest income)

Liquidity 12/31/10

$75,505 Cash at PNC

$1,349,562 Investments/ Operating WF

$19,261 Money Market Fund

$746,000 Certificates of Deposit

$584,301 Mutual Funds

Operations

$3,821,000 Revenue

$3,901,000 Expense

========

(80,000) * Operational Loss

(*before interest income)

What can we do?

Learn from the challenges we faced…

We have operational reserves & working capital

We have a strong 2012 program including a MEGA

We have time to strategize and plan opportunity to

address our critical need to “break the odd-year” cycle –

via targeting 2013 budget priorities and programs NOW

We need to address PROGRAMMING development

• To provide member-driven, relevant, and revenue

generating programming

• Especially to tackle 2013 – a non-MEGA year.

From the Treasurer’s Report

• At the end of each fiscal year, the surplus/deficit is added to the previous year’s balance to

comprise the A&WMA’s Fund Balance (FB)

• Note, FB comprises part of the Cash/Investments.

• In the “for-profit” world, you would term these funds our “retained earnings”

• Our fund balance is approximately $800K

• As of 12/31/11 – A&WMA Investments/Cash are estimated to be approximately $1,162,165

with $556K invested in Mutual Funds and $501K in Certificates of Deposits earning 4-5%.

FUND BALANCE

From the Treasurer’s Report

• At 12/31/11, the Scholarship Fund had $574K

• The Scholarship fund is separate from A&WMA’s Cash.

• In 2012, $28K is planned to be given out as Scholarships

through International’s award programs.

Top 5 countries

for visits to awma.org: (2011)

United States - 98,163

Canada - 8,860

India - 2,116

Taiwan - 1,760

United Kingdom - 1,583

Turkey

Chapter

Program Development Taskforce Integration and coordination of efforts

(products, services, and activities in support of Member Service and revenue generation)

Technical Council

Sections &

Chapters

Education Council

YPAC

Membership

Committee

Finance

Committee

Partnership

Development

Publications

Committee

Why do we need a Program

Development Taskforce?

In 2011, $90K of

programs/meetings were cancelled,

which accounted for most of the

budget shortfall

Need a long term solution for

filling the budget gap during

non-Mega years

Previous Energy & Climate

taskforce ran into resistance

coordinating with current

approaches

Need better integration of

various programs

Program Development Taskforce Integration and coordination of efforts

(products, services, and activities in support of Member Service and revenue generation)

PURPOSE

Take the lead in promoting collaboration

between the four Councils and the major

standing Committees of the Board.

COMPOSITION

12 Member, intra-governance “super taskforce”

with one representative from each of the four

Councils and four of the Board-appointed

Committees.

The President and the Executive Director will

also serve as a members of the PDT to

coordinate Board and Staff interactions and

resources.

Technical Council Ricky Tropp, Past Chair

Sections and Chapters Council Gleness Knauer , Chair

Education Council Ram Ramanan, Chair

Young Professionals Advisory Council Jennifer Tullier, Vice Chair

Membership Committee Dallas Baker, Chair

Finance Committee Dan Weiss, Vice Chair

Partnership Development Committee Gary Gasperino, Chair

Publications Committee Mike Kleinman, Chair

WITH OUR PARTNERS

Continue reviewing and select proposals for enhanced association affinity

program offerings for increasing non-dues revenue.

ex: IPEP related course programming with Saudi Aramco and USAF

BY OUR MEMBERSHIP

Developing and implementing an Association-wide Ambassadors Club

program in the theme of an institutionalized, year round and ongoing

members get members program.

BY OUR BOARD

Marketing & Programming that emerges from the efforts of the Program

Development Taskforce.

BY OUR PRESIDENTS & ASSOCIATION LEADERSHIP

Targeted outreach to organizational members (current and prospects) to

encourage joining under the new 2012 organizational membership category

structure.

ex: Sections & Chapters Outreach with State of Association presentation

BY OUR STAFF

Updating the membership marketing plan while investigating new partners for

complementing inside recruitment/retention efforts.

Plans carrying over from 2011 to 2012 include:

IPEP

How did we do 2011? $1.5 gross, $431K in profit, $63k+ to revenue sharing

Permitting Workshops – broken out with Section profit share totals..

Scheduled for 2012

Date Event Location

April 15-18 WEF Odors and Pollutants Louisville, KY

April 23-26 Measurement Symposium Research Triangle Park, NC

May 10-11 Permitting Workshop Atlanta, GA

June 19-22 Annual Conference & Exhibition San Antonio, TX

July 24-25 Permitting Workshop Minneapolis, MN

August 19-23 MEGA Symposium Baltimore, MD

September 18-19 Utility/Boiler MACT Workshop Chicago, IL

September 24-28 Visibility Conference Whitefish, MT

October 2-4 Vapor Conference Denver, CO

October 23-24 IT3 Conference New Orleans, LA

November 1-2 Marcellus Shale Workshop with AIChE Pittsburgh, PA

November 13-14 Permitting Workshop Hartford, CT

November 27-29 Information Exchange Research Triangle Park, NC

December 11-12 Boiler MACT Workshop New Orleans, LA

Total of 6,516 members as

of December 2011.

Contained overall

membership loss to 5.5%

(-377) between December

2010 and December 2011.

This is an improvement over

the 10.8% decrease (-836)

the previous year.

The 2011 renewal rate (for those who remain with the

organization) jumped from 87% in 2010 to 95% in 2011.

Or conversely, the 2011 lapse rate (for those who do not continue

with the organization) decreased from 13% in 2010 to 5% in

2011.

Our 2012 budget prioritized support for:

Membership outreach

Sections & Chapters support

Conference & Events diversification

Staff and Volunteer support planning

Professional Development opportunities

Student and YP programming enhancements

Investments in infrastructure & administrative systems

Financial and marketing research tools & methods

• Focused on a providing relevant membership products and services

• Both traditional and new programming is planned in 2012