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2014 SLMS AGA Membership Basics…
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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 - [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]
