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2014 SLMS AGA Membership Basics…. Today’s Agenda New Member Types How to Join What Happens Next?...

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2014 SLMS AGA Membership Basics…
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Page 1: 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)

2014 SLMS

AGA Membership Basics…

Page 2: 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)

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

Page 3: 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)

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

Page 4: 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)

New Members – Joining Online

Page 5: 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)

Step 2 – Creating an AGA Account

Page 6: 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)

Step 3 – Creating an AGA Account

Page 7: 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)

Existing Account?

Page 8: 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)

Account Created!

Page 9: 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)

Login to AGA Account & Join

Page 10: 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 Profile

Page 11: 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)

Join Online!

Page 12: 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 Join Email Confirmation

Page 13: 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)

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!!

Page 14: 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)

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

Page 15: 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)

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.

Page 16: 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 Reports

Page 17: 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)

Chapter Resources

Page 18: 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)

Membership Reports

Page 19: 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)

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

Page 20: 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)

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

Page 21: 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)

Ask the National Office Questions?Membership:• Jill Murphy - [email protected] (memberships new/renewal/retention)

• Jessica Jones – [email protected] (chapters dues/governance)

• Susan Fritzlen – [email protected]

CGFM:• Crystal Vanison – [email protected] (status change, reactivate)

• Katya Silver – [email protected]


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