2014 SLMS

AGA Membership Basics…

Today’s Agenda• New Member Types• How to Join• What Happens Next?• The New Member Renewal Cycle (Interim Renewal Process)

• Online Membership Report Access• Other Resources• Ask the National Office

Member Types7 Types of Memberships

• Student – Full Time & NOT Employed• Early Career – Recent Grads <3 years of work history• Full Government – 3+ years of work history• Private – 3+ years of work history• Retired – Not working in finance. Only for existing AGA

members who retire.• Lifetime – 40+ years of consecutive AGA membership• E-Professor – online only membership for academics

New Members – Joining Online

Step 2 – Creating an AGA Account

Step 3 – Creating an AGA Account

Existing Account?

Account Created!

Login to AGA Account & Join

Online Profile

Join Online!

Online Join Email Confirmation

Complete Traditional Application

Required for paper applications:• Full name• At least one

complete mailing address including suite, floor or apartment #

• Email• PhonePrefer to have both Work and Home informationMail to AGA National ASAP!!

What Happens Next?• Online applications receive immediate email

confirmation• Paper applications receive email confirmation when

processed at AGA National• Within 30 days – all new members – welcome email• Within 30 days – new member welcome package• After the first 120 days – new member survey• After first year – anniversary email

New Member Renewal Cycle (Interim Renewal Process)

The AGA renewal & fiscal year runs from April 1 – March 31

What is an interim join?• Includes anyone who joined from May 1 to Dec. 31, 2013. • They have a paid through date of 3/31/2014 AND a status of ‘A’

for Active. (see your chapter new member reports)

• About 60 days from their original join date, they will receive a renewal invoice with a prorated amount that will take them to the end of the current fiscal year.

• The following renewal season, they will be in line with AGA’s annual renewal year and receive an annual renewal invoice reflecting the entire dues amount at the same time as all other members.

Online Membership Reports

Chapter Resources

Membership Reports

Other Chapter Resources• AGA Staff• Recruitment Materials• AGA Insider & Membership Matters! newsletters• Chapter Retention Contest (coming soon!)• Recruitment Scholarships – September • Online Calendar of Events – post yours!• Website templates• Recruitment & Retention resources online

POP Quiz!Q. How many years of employment for Early Career?

A. 3 or LESS

Q. Can you join at the Retired rate?

A. No, for existing members who retire and want to remain an AGA member.

Q. When do new members receive welcome packages?

A. Within 30 days of their join date.

Q. What is an interim join?

A. Someone who joins between May 1 and Dec 1

Q. How do you get membership reports?

A. Online when you login to the Chapter Resources

Ask the National Office Questions?Membership:• Jill Murphy - jmurphy@agacgfm.org (memberships new/renewal/retention)

• Jessica Jones – jjones@agacgfm.org (chapters dues/governance)

• Susan Fritzlen – sfritzlen@agacgfm.org

CGFM:• Crystal Vanison – cvanison@agacgfm.org (status change, reactivate)

• Katya Silver – ksilver@agacgfm.org