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CAE updated key terms-- 2015 > CAE updated key terms > Flashcards

CAE updated key terms Flashcards

1
Q

Legal Counsel

A

Is responsible to Board. Selection of counsel is generally
decision of chief executive employed in-house counsel,
ad hoc selection committee, executive committee, or
governing board

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2
Q

Can the IRS deny tax

deductibility?

A

It will unless attendance directly relates to the conduct of
business by participant or unless it is reasonable to hold
the meeting outside North America (reasonable =
purpose, activities, mission of association, home country
of members)

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3
Q

What are the two international

audit levels?

A

assess how international the profession is, evaluate

association’s international standing

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4
Q

Privileged motions

A

take precedence over any pending main motion.
Examples. • Set a time for adjournment • To adjourn • To
hold a recess • To raise a question of privilege • To call
for orders of the day

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5
Q

Long-term Liabilities

A

Debts with maturity dates longer than a year

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6
Q

Policies & Procedures should

include at least:

A
  1. Record retention plan 2. Anti-trust program 3.

Procedures for meetings

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7
Q

Internal research plays a role in:

A
  1. Issues management 2. Strategic planning 3. Meetings

and trade shows 4. Member satisfaction

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8
Q

Accounts Receivable

A

An asset, the amount of cash still due to the association
when it sells an item to an outside entity who agrees to
pay later.

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9
Q

Nondeductibility of Dues
Because of Lobbying (Proxy
Tax)

A

elect to pay flat 35% excise tax on lobbying
expenditures so members can deduct full amount of
dues Must inform members what % is deductible
Doesn’t include local lobbying

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10
Q

Individuals conform to three

basic types

A
  1. Tradition directed: Rigid adherence to accustomed way
    of doing things. 2. Inner directed: People base opinions
    on long-standing goals and values. 3. Outer-directed:
    Derive opinions and values from outside peers,
    associates, friends, and media.
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11
Q

CSE as servant-leader

A

• The CSE serves the board, but NEVER surrenders the
leadership role needed. • The CSE must speak the big
picture perspective when no else does. •The CSE must
take the leadership role and set the boundaries for the
relationship

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12
Q

Professional associations

A

an association of individuals with an acquired knowledge
and experience that qualifies them as specialists, or sharing a field of business or practice in a profession
(medical, legal, individual membership assoc)

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13
Q

What three documents should

you provide volunteers:

A
  1. Legal 2. Management 3. Internal
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14
Q

Unqualified

A

clean, opinion auditor is happy with statement as a whole

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15
Q

Policies

A

spell out standards of conduct and decision making;
articulate the strategy and philosophy of governing body;
provide framework upon which the association builds its
procedures. Developed and adopted by volunteer leaders

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16
Q

Accrual Basis Accounting

A

Recognizes revenues when earned and expenses when

incurred

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17
Q

Benefits of Incorporation

A
  1. Eliminates personal liability of volunteers. 2.
    Continuity 3. Psychological benefits (stability, etc.) 4.
    Provides protection under certain laws. 5. Has guidelines
  2. Own real estate 7. Easier to obtain D&O
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18
Q

Defamation

A

Should not make defamatory statements unless there is
clear evidence that they are true. Should purchase
liability insurance

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19
Q 
Quick Ratio (also called Acid Test
Ratio)
A

• Measure of assets that can be quickly liquidated and
used to pay debts • Measure of immediate liquidity; may
be more accurate indicator than current ratio for a short
span of time -1:1 ratio is satisfactory

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20
Q

Managing Responses to Media

Inquiries

A

Prepare for the interview •Draft message points •Speak in
an “inverted pyramid” •Don’t say too much •Stay
positive •Speak clearly •Dress appropriately for on camera interviews

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21
Q

External environment

A

the world outside the association

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22
Q

Financial Policies

A
  1. Investments 2. Spending 3. Operating and

Capitalization

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23
Q

Affiliated chapter

A

Chapter is a separate entity and operates independently

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24
Q

Lobbying Activity

A

any action taken in support of a lobbying contact

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25
Q

Congressional Gifts

A

House – no gifts no matter the value. Senate – no gifts
worth $50+ and nothing totaling $100 in a year from one
source. Gifts to the family = gift to the member. No
honoraria to Congress or staff. Can receive ticket to
widely attended conventions

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26
Q

Investment management

fiduciary responsibility of Board

A
  1. Did plan achieve expected return and investment
    objectives? 2. Is manager abiding by plan’s investment
    policy statement? 3. What contributed to total return of
    portfolio
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27
Q

In marketing, the CEO is

responsible for

A
  1. Serving as central staff person. 2. outline
    responsibilities 3. Provide staff support and budget 4.
    Make marketing high priority 5. Ensure plan is
    synchronized 6. Reward achievement 7. Insist on sound
    research 8. Monitor and evaluate results
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28
Q

ADDIE

A

A = Analysis D = Design D = Development I =

Implementation E = Evaluation

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29
Q

What are budgets built around

the marketing plan focused on?

A

focused on revenue and revenue potential.

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30
Q

Criteria for credentialing

A

o Should be NO MORE stringent than necessary to
assume minimum qualifications o Must not restrict or
boycott competitors o Cost must be reasonable and
not set at a level prohibitive to smaller members or to
nonmembers o participation must be voluntary

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31
Q

strategic marketing plan

A

focuses on specific association functions (products,

services)

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32
Q

Audience reaction team format

A

refers to a group of members on stage who query group

of experts

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33
Q

Qualified

A

not happy with something

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34
Q

The Robinson-Patman Act

A

prohibits discriminatory pricing between different

purchasers of commodities of like grade and quality.

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35
Q

Terminating Employees

A

Focus on the problems’ affect on employee job
performance and the work place. Move promptly to
confront and resolve it. Clear and specific expectations and timetables. Urge employee to seek medical help.
Document thoroughly. Handle with consistency

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36
Q

Indirect Costs

A

Allocates salaries (allocation of staff time) and other
overhead to present the true profitability of products and
services. - Calculated prorated share of overhead
expenses to the specific program or service. - Best
practice in program budgeting

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37
Q

Merger

A

combining one entity into another

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38
Q

Federations

A

associations are composed not of individual members but of other associations

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39
Q

Statistical Groups

A

Bound together by sex, income, education, and

occupation. Individuals tend to respond in the same way.

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40
Q

Does a PAC have to have a

treasurer?

A

PAC must have a treasurer at ALL TIMES Must keep
record of all donations and contributions Records kept
for three years

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41
Q

Permanent records (HR)

A
  1. Organizing/governing documents 2. IRS tax-exempt
    documents 3. Employment records 4. Contracts,
    insurance policies, deeds, trademark or patent certificates, etc. 5. Lobbying certificates, etc.
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42
Q

Current Ratio

A

• Measures solvency and the ability to pay current debts
with current assets with a margin of safety. General
availability of cash to pay off debts as they come in. •
Acceptable ratio is 2:1; $2 in assets for every $1 of debt;
minimum ratio is 1:1.

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43
Q

Sarbanes-Oxley

A

Non-profit Requirements: A. Whistleblower
Policy—protect informants from retaliation. B.
Document Destruction Policy—not allowing employees
to obstruct justice by destroying documents. i. Record
Retention Policy

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44
Q

Taxes - Form 990 & 990 EZ

A

A. Must file 990 if gross annual income exceeds $25,000.
B. Can file 990 EZ if gross revenue of under $100,000 and total assets under $25,000.
C. Due Dates: May 15th ;
can file extension to August 15th and November 15th.
Must file by November 15th.

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45
Q

Governance

A

(membership and org. structure, volunteer leadership,

related businesses, association management, finance)

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46
Q

How should Employee

performance plans be outlined?

A

SMART…Specific Measurable Attainable Relevant

Time-based

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47
Q

Reporting UBI and UBIT

A

A. Report UBIT liability over $500. B. Quarterly
estimated tax payments are required. C. Foreign tax
credit available for foreign associations. D. File 990-T
along with 990 if annual gross UBIT income is greater
than $1,000.

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48
Q

If a pub includes advertising
income, what two sides should
you break out the budget?

A

Advertising and editorial

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49
Q

Competency

A

a set of related knowledge, abilities, and skills that

directly affect a major part of an individual’s job.

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50
Q

Primary Research

A

External research, taking mostly from members or

nonmembers (does not/may not exist)

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51
Q

Three Components of Strategic

Implementation

A

Programs: Those that directly support its mission; and
Those that generate revenue. Procedures: specific,
sequential steps for the tasks required to complete the
programs. Budgets: Budget-driven = programs based on
your budget VS strategy-driven)

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52
Q

Unearned Revenues: Also

deferred revenue

A

A liability, payments received in advance for goods or

services to be provided in the future (e.g. dues received at the end of the current year for the following year).

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53
Q

Consumer Credit Protection Act

1 or more

A

“prohibits employees from being terminated for

garnishments for any one indebtedness”

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54
Q

Industry relations

A

Communications with other companies within the

organization’s industrial sector.

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55
Q

Association policies and
procedures generally addresses
which (3) three areas?

A

governance; management and operations; and public

image and public policy

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56
Q

Educational Methods & Learning

Techniques:

A

know the program purpose, objectives, audience and
available resources. Selection of the most appropriate
techniques and methods can be accomplished only after
the intended outcomes and primary characteristics of
instruction have been determined.

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57
Q

Requests for Proposals Process

A

SPIE & LERP

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58
Q

Due diligence. An association

must

A
  1. Establish policies and procedures 2. Assign staff to
    oversee compliance 3. Use care not to delegate authority
    to someone who engaged in illegal activities 4. Monitor
    and audit 6. Discipline violations 7. Respond
    appropriately to violations
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59
Q

Advertising

A

Paid, one-way communication. Completely controlled

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60
Q

Committees

A

– generally are responsible for either designing and

operating a project or recommending policy to the board

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61
Q

Solicitation (PAC) Do’s

A

Can solicit from corporate employees as often as desired after permission granted; can solicit noncorporate members and families; solicit specified association executive and administrative personnel and their families

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62
Q

PUBLICATIONS (Clarify financial goals:)

A
  1. Intent to make money or break even? 2. How much

expected revenue? 3. What level of investment?

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63
Q

Membership Restrictions

A

Membership is a privilege, but may be a right if not

belonging harms competitively.

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64
Q

Taxable UBIT Criteria

A
  1. Trade or business activity; competes unfairly with
    taxable businesses. 2.Regularly carried on in a frequent or continuous way (operate parking lot every Saturday all
    year) 3. Not substantially related to tax-exempt purpose.
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65
Q

Adult Education:

A

adults have a desire to know what they will gain by
learning; they want to make their own decision about
learning content and process

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66
Q

Exceptions from UBIT

A

A. Passive Income (not taxed), B. Investment Earnings:
Dividends, Interest, Rents, Royalties, Payments for
security loans, Annuities (that are not from a controlled
subsidiary). Capital gains on passive investment assets
that are NOT debt financed.

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67
Q

Music Licensing

A

Must obtain permission even if just background music
Can get blanket permission through ASCAP/BMI If
association benefits from event where copyright
infringement, then association can be liable

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68
Q

ADA and pre-employment medical inquiries

A

Only drug testing is permitted during the application and
pre-screening process; ADA forbids pre-employments
inquiries and exams. However a medical exam may be
required ONCE an offer has been made.

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69
Q

Fixed Assets:

A

Property, equipment and other assets that the

association expects will last more than one year.

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70
Q

Investment Policies

A

• Goal reserve : 50% of operating expenses (test
question). • Investment policies should clearly outline
volunteer and staff responsibilities • Breakdown of short
and long-term funds. • Breakdown of % at various risk
levels.

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71
Q

Readership Costs

A

Total cost of producing the periodical – Direct
Advertising Expense (Tip: Readership Costs = Periodical
Costs – Advertising Costs)

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72
Q

Types of Net Assets–Reportable

on Form 990

A
  1. Unrestricted Net Assets 2. Temporarily Restricted Net

Assets 3. Permanently Restricted Net Asset

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73
Q

Activity Ratio

A

Measures how quickly can convert its receivables into

cash

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74
Q

Reserve Ratio

A

= Expandable Net Assets / Total Annual Expenses •

Measures what percentage of annual budget is covered by available assets.

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75
Q

Secondary Research

A

Usually first step in research project. Information that
already exists, including archives, membership database,
related associations, trade publications, colleges and
universities, etc.

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76
Q

Taxonomy

A

hierarchical classification system that defines an
organization’s information, disciplines, and activities
that it undertakes as part of its routine business

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77
Q

Circulation Income

A

Income collected from providing the periodical or web
site; e.g. subscriptions payments and income from the
portion of dues attributable to members’ subscription to
periodicals.

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78
Q

Create a learning environment

management

A
  1. Delegate responsibility 2. Set and communicate
    performance standards 3. Give immediate, specific, and honest feedback 4. Work with staff to identify where
    training/education is beneficial
79
Q

Four Internal Financial Controls

A

• Don’t have same person do all (clear lines) – clear lines
of authority • Give authority with responsibility •
Training is key • Acceptance of responsibility

80
Q

Liabilities

A

Financial obligations owed to creditors, claims on assets,

loans, accounts payable, taxes, unearned or deferred dues and other revenue

81
Q

Pedagogy

A

child approach; emphasizes role of teacher w/ no

interaction in curriculum dev’t by student

82
Q

Sherman Act

A

prohibits restraint of trade, monopolies and other anticompetitive
activity

83
Q

Three Primary Elements of KM

A

how organizations gather, manage, and use knowledge

84
Q

Antitrust Compliance Programs

A

o A system of continuous consciousness on antitrust. o
Documented proof that measures were taken. o
Documented proof that the system was carried out.

85
Q

Performance Appraisals

A

•are the cornerstone to the establishment of the relative
ranking of employee performance; they assist in
determining how employees are paid • “preferred option
is to conduct all reviews after the close of the fiscal or
program year”

86
Q

What is a horizontal association?

A

servicing one functional level of an industry, profession, or field

87
Q

Purpose of credentialing

A

to improve the QUALITY of professional competence
within the areas represented by the association. An
individual exhibits mastery of a specific body of
knowledge

88
Q

Distance Education:

A

any education or training activity in which the instructor
and students are separated in time and/or space. Programs may include online education, videoconferencing and teleconferencing as well as traditional correspondence courses

89
Q

Three key elements characterize a
strong national/chapter
relationship:

A

clarity of the role and purpose, open communication, and

mutual commitment.

90
Q

Ultra vires

A

Individual is acting beyond scope of authority

91
Q

Pre-crisis (crisis management)

A
  1. Plan (name a leader, comm. Procedures, notification
    list, train team, draft alternative scenarios, media
    command center) 2. Policy 3. Establish crisis information
    function
92
Q

Objectives of credentialing

A

o Raise standards o Award recognition o Establish

credibility

93
Q

Tacit knowledge

A

what you would find in someone’s head

94
Q

Job descriptions

A

provide evidence of essential functions of the job as
described in the ADA. Descriptions can be used as the
basis for discrimination, equal pay, and contract
lawsuits.

95
Q

IT MANAGEMENT

A
  1. Understand (needs analysis) 2. Analyze current IT
    systems (does it meet goals/where doesn’t it/information
    blueprint) 3. Linking the two 4. Implement and evaluate
96
Q

Key outcome of KM

A

knowledge transfer

97
Q

Record Retention

A

Permanent records: articles of incorporation, other
organizing and governing documents, IRS tax-exemption
determination letter, minute books and bank statements
Keep all canceled checks and other supporting
documentation for income and expenses - 7 years

98
Q

Current Liabilities

A

Obligations due within the coming year

99
Q

Hierarchy of Documents

A

Articles of Incorporation, Bylaws, Policies, Procedures, Practice

100
Q

CRISIS MANAGEMENT

A

Pre-Crisis, The Crisis, Post-Crisis

101
Q

Explicit knowledge

A

knowledge that has been or can be articulated, codified,
and stored in certain media. It can be readily transmitted
to others. The most common forms of explicit knowledge
are manuals, documents and procedures.

102
Q

Credit Reporting

A

• Members submit reports naming customers whose
accounts are past due • Useful to members in evaluating
credit risks • Declared legal by Supreme Court • Make report available only to those with a legitimate interest in
credit information

103
Q

Return on Investment Ratio

ROI

A

= Profits / Equity or Total Assets $50,000 / $200,000 =
25% • Tests profit performance relative to the equity or
capital being used to generate the profits.

104
Q

Notes Payable

A

Secured debt; i.e. building loan

105
Q

Royalty and licensing

agreements (Best Practice)

A

Endorsement or licensing contract that carries the lowest
risk of UBIT, licenses the assoc name, logo, and/or
mailing list, and exercises quality control rights only.
Outsource administrative and marketing services to 3rd
party

106
Q

Personal liability claims

A

Homeowners insurance will cover limited personal
liability claims for volunteer activity. D&O protects
volunteers from claims due to decisions made in good
faith on behalf of the association.

107
Q

Auditors Report

A

gives auditor’s opinion about statements. Not a
management report, belongs to Auditor. Everything else
is management representation. Statements belong to
organization, not Auditor.

108
Q

Types of research studies

A
  1. Industry or profession-specific studies 2.
    Compensation studies 3. Market studies (trade
    associations) 4. Benchmarking studies (best practice) 5.
    Operating ratios (compare against other associations)
109
Q

Working Capital

A

= Current Assets – Current Liabilities • Measures ability

to pay its financial obligations.

110
Q

Net Assets As a % of Planned

Operating Expense Ratio

A

Net Assets / Planned Operating Expenses • Indicates that
ability to continue to operate in the event of financial
difficulties. • How long an association can operate
without new revenue.

111
Q

Participative Management

A

Generally accepted as best practice, participative
management means that the people who are most
impacted by a decision have an opportunity for input.

112
Q

PAC Registration

A

must be registered within 10 days of formulation usually
with the FEC, Secretary of the Senate or the Clerk of the
House

113
Q

Intellectual property

A

often an association’s most valuable property. (logo,

name, trademarks, etc)

114
Q

What is GAAP?

A

Generally Accepted Accounting Prinicples

115
Q

Direct Advertising Expense

A

Expenses associated with sale and production of the
advertisement; e.g. salaries, printing, typesetting,
production, and mailing costs.

116
Q

Indemnification (Risk Management)

A

allows non-profits to indemnify their officers and
directors against claims made against them if the claims
are based on behalf of the association.

117
Q

Americans with Disabilities Act

15 or more

A

If someone was addicted to drugs in the past – this is a
covered disability • Reasonable accommodation o “does
not include lower production or quality standards” o
“employer need not provide an accommodation that
would impose an undue hardship

118
Q

Bylaws

A

the main internal rules for association management and government

119
Q

Hydrolevel

A

1982 Sherman Act violation • Apparent authority • Treble
damages • ASME, product standards: voluntary standard
can be used to restrain competition

120
Q

Affinity Program Agreement

A

Agreement for affinity program is called a “royalty

agreement” or “license agreement.”

121
Q

Fair Labor Standards Act (1 or more)

A

Deals with employment status, child labor, minimum

wage, overtime pay, and record keeping requirements.

122
Q

Convention resume

A

Specific work plan for each event. Narrative overview of

meeting

123
Q

Cash Budget

A

Pulls information from operating budget for revenue and
expenses. • Uses capital budget to determine cash needed to purchase fixed assets • Does not include non-cash items. • Determine cash flow before budgeting investment income.

124
Q

Membership Services to Nonmembers

A

Any program that offers important economic or business
benefit of competitive value MUST be also available to
non-members. Can charge them more, as long as it does
not deliberately compel membership

125
Q

Steps to Build Ethics Program

A
  1. Ensure Board commits 2. Assign sr. manager 3.
    Commission an independent assessment 4. Independent
    audit 5. Create ethics task force 6. Create strong training
    component 7. Individual action plans 8. Ethics hotline 9.
    Reporting system 10. Publici
126
Q

Volunteers - Selection and

Management Process

A
  1. Recruitment 2. Orientation 3. Match skills to job 4.

Recognition 5. Support

127
Q

Can a PAC have a booth at an

association meeting?

A

PAC can have a booth at an association meeting but

association cannot promote the booth

128
Q

Lobbying expenditures

A

cost of attempting to influence legislation at the federal
and state level (but NOT LOCAL) and high-level
administrative officials. It also includes research,
preparation, planning and coordination to support
attempts to influence legislation.

129
Q

Strategic Planning

A

creates the association’s future. Includes developing a
vision and identifying what the assn needs to do today to
achieve the vision

130
Q

Certification

standards/credentialing

A

is a process whereby individuals who meet an objective
standard of competency receive recognition by
designation and/or certificate. Credentialing often
requires an individual to requalify for the credential
over a period of years.

131
Q

Message framing

A

Identifies the key and secondary messages that will best

motivate target audiences to take the desired actions

132
Q

Horizontal financial analysis

A

Compare similar figures from several years’ financial

statements.

133
Q

Integrated chapter

A

Comes under the corporate entity of a national organization

134
Q

Statement of Cash Flows

A

• A required report in an audit. • Shows where
organization received and spent its cash — flow of cash.
• Adjusts for revenue recognized, but not received. •
Adjusts for expenses incurred, but not paid. • Adjusts for
non-cash expenses.

135
Q

Operations and Management

A

credentialing, finances, GA, meetings/conventions,
customer service and dues, office admin., personnel,
publications, services)

136
Q

Net Assets

A

Financial net worth, net equity or reserves. Assets –

Liabilities = Net Assets

137
Q

Trade associations

A

501(c)(6)organization; composed of individuals or firms
concerned with a single product or service or those
concerned with a number of related products or services

138
Q

The Federal Trade Commission Act

A

established the FTC, giving it responsibility for the
prevention “for unfair methods of competition in or
affecting commerce”

139
Q

Globalization - Going

International

A

a. Usually means going to two or more countries. b.
Different reasons and ways that associations go
international c. It affects all the functional areas in an
organization

140
Q

Governmental Relations - 4 main tasks

A
  1. Collect and disseminate information 2. Issues
    management (forecast, develop strategies, put plan into
    action) 3. Agree on organization’s stance 4. Undertake
    advocacy efforts
141
Q

Developing a Crisis Communications Plan

A

•Name a team leader a team leader •Establish
communication procedures and Prepare a notification
list •Train the crisis team •Draft alternative scenarios and
establish a media command center

142
Q

Assets

A

What an association owns; e.g. cash on hand, accounts
receivable, product inventory (educational publications
and program materials), equipment, furniture, real
estate, and investments

143
Q

Incremental Budgeting

A

Percentage increase or decrease will be added to stable

programs; e.g. salary budgets.

144
Q

Maslow’s Hierarchy of Needs

A
  1. Survival 2. Safety 3. Affiliation 4. Self-esteem (esteem

of others) 5. Self-actualization

145
Q

Marketing 4 Ps

A

Product, Price, Promotion, and Place

146
Q

Articles of Incorporation

A

An agreement between the state that grants incorporated

status and the association that holds that status

147
Q

Types of Association Budgets

A 
Functional expense (broad function – government
relations, PR, etc.) • Natural expense (type e.g. salaries,
rent, etc.) • Program expense (by program issue)
148
Q

STRTEGIC EVALUATION AND FEEDBACK

A

Feedback must be prompt and unbiased. Evaluation of results, not activities

149
Q

Mergers and Consolidations

A

mergers (combining one entity into another, with the
latter surviving as an entity) and consolidation
(combining two entities together to create a new, separate entity)

150
Q

Excess Readership Costs:

A

Readership cost exceed circulation income. Circulation
Income – Readership Cost = Loss (Tip: Subscription
Income – Readership Cost = Loss)

151
Q

Special Interest Groups

A

– a group or section formed to address specific interests
such as evolving technology in a trade association or a
new specialty within a professional society

152
Q

Prices and Fees of Members

A

• Antitrust violations re prices & fees are treble damages • Written communications or discussions before, during or after a meeting are risky • Price or fee reporting programs are not themselves illegal if appropriate guidelines are strictly followed

153
Q

Probability sample

A

everyone has known probability of being included

154
Q

Membership plan:

A
  1. Target audiences 2. Content 3. Vehicle 4. Logistics 5.

Testing

155
Q

Noerr-Pennington Doctrine

A

Antitrust exemption for joint approaches to government

best for members, but not good for competitors

156
Q

Proxy tax

A

an association may choose to pay a 35% tax on their

lobbying expenditures and avoid charging members.

157
Q

Simple random sample

A

each person has an equal chance of being selected

158
Q

Unearned Revenues

A

Also deferred revenue. A liability, payments received in
advance for goods or services to be provided in the future
(e.g. dues received at the end of the current year for the
following year).

159
Q

The Crisis (Crisis Management)

A
  1. Assemble all facts 2. Determine which members are
    affected 3. Determine which publics are affected 4.
    National, regional, local in scope 5. What other
    associations, etc. are involved? 6. Could they be allies? 7.
    Access plan 8. Respond professionally
160
Q

Annual fund vs Capital Fund

A

• Annual fund – current needs • Capital fund – specific

purpose (new building)

161
Q

Public Relation Do’s

A
  1. Accept all media inquiries & Be proactive in
    contacting press 2. Issue statement in writing and monitor coverage -correct errors immediately •Express
    compassion or sympathy for victims - • Admit when
    information is not known & commit to finding out
162
Q

Capital Budget

A

Plan for long-term expenditures–land, building, capital
equipment. • Feeds into the operating budgeting in
determining depreciation; maintenance expense, and the
interest expense for the asset. • Also effects cash budget
and anticipates flow of cash.

163
Q

Employment at will (HR)

A

Employment may be terminated at any time by employer

or employee without notice.

164
Q

Managing and evaluation

vendors/suppliers

A
  1. Goals and benchmarks 2. Regular intervals of

evaluations 3. SMART 4. Conflicts of Interest

165
Q

Public Policy

A

media relations, crisis management

166
Q

Two major considerations for

education delivery methods

A

content and process

167
Q

Statement of Purpose

A

The most important statement of the purposes of the

association is that given in the articles of incorporation

168
Q

Ensure the accuracy of a budget

by…(finance)

A
  1. Forecasting sales 2. Performing accurate market
    analysis 3. Ensuring adequate pricing policies 4.
    Measuring actual performance against budget
169
Q

UBIT Income and Losses

A
  1. Overall profitability is NOT a factor in determining
    UBIT. 2. An activity can have both exempt and nonexempt activities and income. 3. Keep them separate to avoid UBIT (e.g. paid advertising & subscriptions). Have separate contracts for each activity.
170
Q

Marketing

A

One-way communications process motivating publics to

purchase goods, services, or ideas.

171
Q

Zero-Based Budgeting

A

Assumes every project starts with no income and no

expenses; computes all detail

172
Q

Depreciation Policy

A

• Determines the number of years over which the cost of
an asset will be expensed; diminishing value of asset. •
Depreciation is an operating expense and does not use
cash

173
Q

CSE Role vs. CEO Role

A

CSE directs an association’s staff and operations, with
feedback from volunteers. - Elected or appointed leaders
set direction and establish policies, with input from and
advice of staff.

174
Q

Are PACs required to

incorporate?

A

PACs are not required to incorporate

175
Q

Accreditation

A

refers to a process of standards setting and compliance
measurement for systems, organizations, or institutions.
Both processes have implications for exposure to antitrust liability.

176
Q

Attitude

A

Is a mental position about an issue

177
Q

definition of Knowledge Management

A

the practice of harnessing and exploiting intellectual
capital to gain competitive advantage and customer
commitment through efficiency, innovation and faster
and more effective decision-making

178
Q

Licensure (standards/credentialing)

A

programs are administered by government agencies

179
Q

To build a coalition

A
  1. Redefine core issues in new terms 2. Create an
    immediate focus 3. Build from the bottom up 4. Maintain
    visibility 5. Never stop organizing 6. Stay focused
180
Q

Prepaid expense

A

An asset, an amount the association has paid currently
for an item or service which will be used in the future
(e.g. prepaid insurance, prepaid rent)

181
Q

MEMBERSHIP

A

Is a cycle: information collection and analysis to
planning, from planning to implementation, from
implementation to evaluation, and back to analysis

182
Q

Price Fixing (continued)

A

Can not agree not to raise prices Consensus pricing =
price fixing Cannot set minimum fees, maximum fee schedule, relative value scales discourage advertising of
professional services, or discourage competitive bidding

183
Q

Facilities (emergencies)

A
  1. Natural element 2. Civil disorder 3. Structural 4.

Utility

184
Q

Developing a PR Plan:

A
  1. Research 2. Plan 3. Implement 4. Evaluate
185
Q

Considerations before combining
operations
(merger/consolidation)

A
  1. Personal legal risk potential to governing members 2.
    Knowledge of state law requirements to detail certain
    procedures 3. Impact of other areas of law: trademark,
    labor, tax, etc
186
Q

Family and Medical Leave Act

50 or more

A

Up to 12 weeks unpaid leave for: serious health
condition, care for family member with a serious health
condition, birth of a child, placement of a child for
adoption or foster care Restore employment to same
position

187
Q

Benefits of combining operations

merger/consolidation

A
  1. Efficiency and effectiveness as one 2. Can focus

member dues and volunteer service toward one entity

188
Q

MEMBERSHIP TERMINATION

A

Nonpayment of dues – okay Must provide due process –
provide opportunity to present case to committee or
board that oversees expulsions and must be able to
appeal to Board of Directors If Committee decides,
should have opportunity to appeal to Board

189
Q

Internal Environment

A

the association’s leadership, members, management, and staff

190
Q

Meeting Evaluation

A
  1. Summative focuses on program’s overall effectiveness
  2. Formative deals with program improvements (possibly
    during event itself)
191
Q

Customer Relationship Management

A

creating and communicating a single “version of truth”
through the various channels – membership, marketing,
advocacy, plus housing knowledge, data and information
about an association’s members - not about software

192
Q

Return on Equity Ratio (ROE)

A

= Net Profit / Equity $50,000 / $300,000 = 16.7% •
Represents the return on business investment. • Typically
uses a 12-month period

193
Q

Key Financial Indicators

A

• # of new members. • % of retained members. • # of
new business starts. • # of members participating in
programs. • # of accounts.

194
Q

Financial Projections

A

• Presented in “pro forma” statement. • Not guarantee of performance; financial assumptions; generally speculative. • Best Practice: Base on credible and conservative assumptions

CAE updated key terms-- 2015 (1 decks)

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