From The Board – SMPS Website https://smps.org Fri, 06 Mar 2026 16:56:20 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://smps.org/wp-content/uploads/2023/01/favicon-32x32-1.png From The Board – SMPS Website https://smps.org 32 32 Looking Ahead: Our Strategic Plan for Strength and Resilience https://smps.org/2026/03/06/looking-ahead-our-strategic-plan-for-strength-and-resilience/ https://smps.org/2026/03/06/looking-ahead-our-strategic-plan-for-strength-and-resilience/#respond Fri, 06 Mar 2026 16:56:20 +0000 https://smps.org/?p=55069

Strategic planning sits at the center of every successful organization. In our firms, marketers and business developers are often the stewards of that process — facilitating conversations about growth, aligning leadership around priorities, translating vision into actionable initiatives, and ensuring accountability to outcomes. We understand that strategy is not a document in and of itself – it is a disciplined commitment to focusing on the most important actions and decisions that will move our organization forward.

Our 2026–2029 Strategic Plan reflects that discipline. It was not developed in a silo or in a single planning retreat. It is the product of years of dialogue — with chapter leaders, volunteers, past presidents, members, and staff across the country. Through formal surveys, leadership forums, chapter visits, and countless individual conversations, a consistent message emerged: members want stronger connection, clearer value, and a more unified Society experience.

This plan is our response to the opportunities and challenges you have entrusted us to address.

At its core, this plan is driven by a clear aspiration for 2029: fostering an engaged, connected community; elevating the SMPS brand as ONE cohesive Society; preparing the AEC industry for what’s next; and embracing diverse perspectives to elevate the Human Experience in Business®.

What does this mean in practical terms? Three strategic priorities anchor our collective work:

  • Strengthening Chapter Support and Alignment – We are committed to deepening the partnership between SMPS HQ, chapters, and volunteer leaders so that we can deliver consistent, meaningful value at every level of engagement.
  • Elevating Volunteer and Member Engagement – Engagement isn’t about activity alone; it’s about connection, contribution, and the shared success that comes from learning together and supporting one another’s growth.
  • Expanding Membership Value Through Content and Programming – Our role as the Center for Business Growth depends on delivering timely, tailored content and professional development that equips practitioners to lead with confidence and foresight.

These priorities reflect what you’ve told us matters most: the desire for community, the need for career-relevant learning, and the value of experiences that build networks and expertise. But a strategic plan is not a static document – it is a living framework, and its success depends on how we bring it to life together.

Much like individual firms calibrate strategy to market forces, client needs, and competitive realities, SMPS must be equally responsive and forward-thinking. The AEC world continues to evolve rapidly – from technological disruption and shifting ownership models to evolving client expectations and talent dynamics. Our strategic plan is designed not only to meet those challenges but to turn them into opportunities for leadership.

In the coming months, you’ll see this plan reflected in strengthened educational offerings, enhanced volunteer experiences, and new platforms for connection and dialogue. More importantly, you’ll have opportunities to engage in shaping how this strategy translates into real outcomes for our members and chapters.

As your SMPS president, I am energized by what lies ahead. We are positioned not just to adapt, but to lead – with purpose, cohesion, and a shared commitment to excellence. Together, we will make the next chapter of SMPS one defined by growth, relevance, and impact.

 

Article written by SMPS Board President Benjamin Sawa, FSMPS, CPSM, PMP.

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Money Matters: January 2026 https://smps.org/2026/01/27/money-matters-january-2026/ https://smps.org/2026/01/27/money-matters-january-2026/#respond Tue, 27 Jan 2026 20:19:16 +0000 https://smps.org/?p=54460

Financial Updates and Best Practices for Chapters

Overview

The Society recently finished its new fiscal year.  HQ did a fantastic job this year bringing in revenue and controlling expenses. Barring any unforeseen circumstances, we will finish the year in the black with some reserves to put towards existing content, programming, and new initiatives. Amplify A|E|C and AEC.AI exceeded expectations in 2025.

New Fiscal Year for Chapters and Extended Board Terms

HQ transitioned to a calendar fiscal year for 2025, and chapters are transitioning in 2026. To make sure we are all on the same page, the structure is the following:

  • Chapter boards starting September 1, 2025, will serve until December 31, 2026.
  • There will be a short fiscal year from September 1, 2025, to December 31, 2025.
  • Then chapters will be on a calendar fiscal year, January 1, 2026, to December 31, 2026, and stay on the calendar fiscal year going forward.

Treasurers, keep an eye out for information about closing out your short fiscal year of Sep-Dec 2025. The following forms are due:

  • 990 Form – Due January 15
  • 1099s Forms – Due January 31

Kai Wright, associate director of volunteers relations at SMPS HQ, will host a treasurers meet-up in February. Date TBD.

Has your Chapter Finance Committee met?

The chapter Finance Committee is one of the best practices for oversight of the chapter’s finances.  There have been numerous chapters over the years that have dealt with theft and embezzlement.

The size of your chapter and its financial health will determine who should be on the committee and how often to meet.  The Finance Committee should consist of the treasurer, president or president-elect, and another member. When I was a chapter treasurer, I liked to include the previous treasurer as the outside set of eyes.  If your chapter by-laws designate the members of the committee, you should follow the by-laws.

A smaller, less active chapter can probably meet twice a year. Larger, more active chapters should consider meeting at least quarterly, if not every other month.

In your Finance Committee meetings, you should review the Income Statement (P & L statement), bank statements, and program/education reports to compare expected income/expenses to actual income/expenses.

SMPS Foundation for Treasurers

As you finalize your annual budget, consider how your chapter is giving back to the industry. Budgets aren’t just numbers—they reflect your priorities and the impact you want to make.

The SMPS Foundation is one of the easiest ways to show that commitment. By including the Foundation as a line item in your budget, your chapter helps advance research, education, and industry-wide impact while also bringing value back to your members.

Here’s what your support makes possible:

  • Emerging Trends Programming– High-quality, timely content for your members
  • Scholarships & Internships– Through our partnership with ACE Mentor, you’re investing in the next generation of AEC leaders
  • Chapter-Level Programming and its value:
    • Webinar programming ($500 value)
    • Senior leader in-person roundtable ($1,500 value)
    • Main stage/panel programming at joint industry events (pricing varies)
    • Scholarships through the ACE Mentor network, with built-in engagement opportunities for your chapter

Action Step: When you submit your final budget, please include a dedicated line item for the SMPS Foundation. Even a modest contribution amplifies our collective ability to give back, strengthen the profession, and elevate your chapter’s programming. Together, we can make a greater impact!

Best Practices for a SMPS Chapter Treasurer

There are several key best practices that promote fiscal responsibility and transparency that chapters should follow:

Core Financial Responsibilities:

  • Maintain Accurate, Timely Records – Use re:Member (BillHighway), reconcile monthly, and retain documentation
  • Prepare Regular Financial Reports – Share monthly/quarterly P&L, balance sheet, and budget vs. actual comparisons with your Board of Directors
  • Develop and Monitor the Budget – Collaborate with board and committees, monitor spending, and recommend changes

Governance and Oversight:

  • Ensure Internal Controls – Implement dual signatories, clear reimbursement policies, and avoid commingling funds
  • Stay in Compliance – File IRS 990 forms, renew state registrations, and protect non-profit status

Strategic Role and Communication:

  • Educate and Advise the Board – Explain financials to non-financial board members and flag concerns.
  • Ensure Transparency – Grant board access to financials and present updates at member meetings.

Chapter-Specific Functions:

  • Track Event and Program Finances – Forecast and track event budgets and break-evens
  • Coordinate with HQ – Submit reports and align with national policies

Operational Best Practices:

  • Maintain Financial Continuity – Document procedures and train successors; use chapter-specific accounts
  • Leverage Technology – Use tools like Google Drive, Expensify, or Bill.com to streamline operations

See you next time for Money Matters!

Adam Kilbourne, FSMPS, CPSM
SMPS Secretary/Treasurer
akilbourne@tecinceng.com

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Leading With Purpose https://smps.org/2025/09/15/leading-with-purpose/ https://smps.org/2025/09/15/leading-with-purpose/#respond Mon, 15 Sep 2025 14:50:27 +0000 https://smps.org/?p=53285

I am filled with gratitude and awe. Over the past year, we have not only honored our legacy but stretched toward our future with boldness, strategy, and unity.

When I began this journey as your Society president last September, I reflected on one simple truth: Progress is rarely perfect. But imperfect doesn’t mean ineffective. In fact, it’s in the small pivots in the moments where we choose progress over perfection that we’ve made our greatest impact.

Together, we have:

  • Forged powerful new alliance partnerships that expand our influence beyond the walls of SMPS and deeper into the industries we serve. We partnered with the ACE Mentor Program of America—an investment in the next generation of A/E/C talent—and joined the Engineering Workforce Consortium through ACEC, ensuring SMPS has a seat at the table in shaping the future of our profession.
  • Acquired ElevateHER, solidifying our commitment to advancing equity and representation in the A/E/C industry and positioning SMPS as a leader in leadership development and promoting the human experience.
  • Elevated chapter engagement and leadership support, making sure our volunteers aren’t just equipped but empowered and deeply appreciated.
  • Continued to advance the discussion around artificial intelligence, equipping our members with real-world tools, thought leadership, SMPS Foundation research, and strategic partners that make SMPS the go-to resource in the A/E/C industry.
  • Modeled alternative approaches to leadership opportunities, by working with the Society board and HQ in how we approached engaging the leaders of tomorrow.

I had the pleasure of visiting with several SMPS chapters this year: SMPS Indiana, Washington, DC, Maryland, Ontario, Northern New England, Inland Empire, and my home chapter Los Angeles. I also attended Pacific Regional and Southwest Regional Conferences, the Pinnacle Experience, and met the incoming chapter presidents at the Chapter Leaders Symposium. I can tell you a lot of great work is happening at the chapter level and there is still more we can do to support member engagement and member success … and we are poised to do just that.

It has been an exciting time for the organization and I’m so thrilled to be able to be on this journey with SMPS members, the Society board, and HQ staff. Member engagement and success has been the driving north star this year. Every decision the board and HQ has made, even the hard ones, was done with SMPS members at the forefront because you are the reason we are here, and you are the reason we volunteer.

We have a lot to be proud of this year. And now, we stand at the threshold of something even greater, as we bring our current strategic plan to a strong, intentional close.

Throughout this year, I’ve asked questions like:
Did you put your oxygen mask on first?
Are you cultivating value—or just collecting moments?
What will your insight inspire?

Our answers, as a Society, have been clear.

We’ve chosen to lead with purpose.
We’ve invested in learning and lifted each other up.
We’ve focused not just on what we do but why it matters.

Let’s celebrate what we’ve accomplished and boldly build what’s next.

 

Article written by Dr. Paula Raymond Stamp, MBA, FSMPS, CPSM, who is CEO and principal of Geaux Consulting Group. She can be reached at paula@geauxconsultinggroup.com.

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Money Matters: August 2025 https://smps.org/2025/09/02/money-matters-august-2025/ https://smps.org/2025/09/02/money-matters-august-2025/#respond Tue, 02 Sep 2025 13:34:04 +0000 https://smps.org/?p=53173

Financial Updates and Best Practices for Chapters

Overview
The Society is more than halfway through the new fiscal year. Our expenses are under control and the income statement is in the black. Nandi Rice at HQ has been a rock star bringing in sponsors. And the HQ team and Amplify A|E|C Conference Committee shattered their goals for attendance and revenue this year!

Chapters are approaching the end of your program and fiscal year. Officially you have about two weeks left. Are you ready?” Please change to “Chapter program and fiscal years have come to an end. Are you ready to kick off the new year?

SMPS HQ transitioned to a calendar fiscal year for 2025, and chapters are transitioning in 2026. To make sure we are all on the same page, the structure is the following:

  • Chapter boards starting September 1, 2025, will serve until December 31, 2026.
  • There will be a short fiscal year from September 1, 2025, to December 31, 2025.
  • Then chapters will be on a calendar fiscal year, January 1, 2026, to December 31, 2026, and stay on the calendar fiscal year going forward.

Later this year, treasurers will receive details for what is necessary to close-out the short 2025 fiscal year.

In the May issue of Money Matters, I talked about building your budget. Grace Rundelli, treasurer from my home chapter, SMPS Northeast Ohio, put together a well-organized budget worksheet in Excel, that is easy to update and modify. She was willing to share it, so if you don’t have a budget worksheet, or you want to better organize your chapter finance tracking, check out the SMPS Chapters Draft Budget in the MySMPS All Chapter Leaders Community. The budget worksheet is designed as a planning and summary; day-to-day operations and tracking are done in re:Members (formerly Bill Highway).

The spreadsheet has seven tabs: Budget Summary, Income, Income Breakdown, Board Expenses, Board Expenses Breakdown, Operating Expenses, and Operating Expenses Breakdown.

The Budget Summary tab summarizes Income, Board Expenses, and Operating Expenses – these last three tabs are where you enter your estimates at the beginning of your fiscal year.

The Breakdown tabs are where you enter your actual income and expense values.

Chapters in poor financial health may want to consider starting a new budget from scratch, staying conservative in your estimates for income and expenses. The chapter leadership should work to determine the cause of the financial struggles and make a realistic plan to fix the issues. If your chapter would like assistance developing your budget, reach out to antonio@smsp.org at HQ.

I Will Teach You to be Rich by Ramit Sethi

The title sounds like click-bait or sensationalized; however, this is an excellent read or listen if you prefer audiobooks.

It’s not about mansions and Ferraris. Sethi wants people to live a rich life, enjoying the things they love whether it be travel, experiences, clothing, cars, etc. Save and spend for the things that make you happy and be frugal or mindful of the things that don’t. You don’t have to “keep up with the Joneses.”

In the book, Sethi breaks down his six-week personal finance program. A practical approach delivered with a nonjudgmental style based around the four pillars of personal finance: banking, saving, budgeting, and investing.

I read the book a few years ago and found it to be very helpful in the way I deal with my personal finances.

Many years ago, I was the SMPS Northeast Ohio treasurer, and I survived. I learned a lot, and the chapter stayed afloat. Volunteering as the chapter treasurer can provide knowledge and skills many other marketers or BD professionals lack. If you have desires to move up through your career, having some financial acumen can be a game changer.

Don’t let the position of treasurer scare you. The greatest skill you need is organization.

I reached out to Grace Rundelli, treasurer of SMPS Northeast Ohio to ask a few questions about her experience as chapter treasurer with today’s tools. Grace will be starting her second term in September. The three main areas or tasks are running the financial statements for our board meeting, reconciling the deposits with our registrations/sponsorships, and managing the credit cards through re:Members (BillHighway). She spends approximately an hour a week on SMPS treasurer responsibilities. Taking on this role has made Grace much more confident in her decision-making and has introduced her to new people outside of the chapter. The treasurer role is not as challenging as she thought when she was recruited.

Grace provides these words of wisdom for new treasurers (or those considering the role). “It is really not as scary as it may seem. Once you get your own processes and procedures nailed down it will come easily. The re:Members knowledge base is extremely useful and a great tool!”

Our chapter was one of the last to implement re:Members. Grace took on this transition last year and made it seamless for the chapter and board. It added a few hours of work to implement the transition, but now she’s back to an hour a week.

If you need assistance with anything financial for your chapter, please reach out to SMPS HQ Chief Finance and Operations Officer, Antonio Payne (antonio@smps.org), or to me at akilbourne@tecinceng.com.

There are several key best practices that promote fiscal responsibility and transparency that chapters should follow:

Core Financial Responsibilities
  • Maintain Accurate, Timely Records – Use re:Members (BillHighway), reconcile monthly, and retain documentation
  • Prepare Regular Financial Reports – Share monthly/quarterly P&L, balance sheet, and budget vs. actual comparisons with your board of directors
  • Develop and Monitor the Budget – Collaborate with board and committees, monitor spending, and recommend changes
Governance and Oversight
  • Ensure Internal Controls – Implement dual signatories, clear reimbursement policies, and avoid commingling funds
  • Stay in Compliance – File IRS 990 forms, renew state registrations, and protect non-profit status
Strategic Role and Communication
  • Educate and Advise the Board – Explain financials to non-financial board members and flag concerns
  • Ensure Transparency – Grant board access to financials and present updates at member meetings
Chapter-Specific Functions
  • Track Event and Program Finances – Forecast and track event budgets and break-evens
  • Coordinate with HQ – Submit reports and align with national policies
Operational Best Practices
  • Maintain Financial Continuity – Document procedures and train successors; use chapter-specific accounts
  • Leverage Technology – Use tools like Google Drive, Expensify, or Bill.com to streamline operations

See you next time for Money Matters!

Adam Kilbourne, FSMPS, CPSM
SMPS Secretary-Treasurer
akilbourne@tecinceng.com

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Three Words That Changed My Day https://smps.org/2025/05/13/three-words-that-changed-my-day/ https://smps.org/2025/05/13/three-words-that-changed-my-day/#respond Tue, 13 May 2025 18:25:34 +0000 https://smps.org/?p=51957

I’m an organizer. I’m a planner. It’s not unusual to be booked a month or two in advance not only with appointments, but with tasks I want to complete and reminders to connect with family and friends. So, as Society president, I have newsletter articles planned for the year with the topics I want to cover. This month, I was going to talk about Society business, but an email I received changed everything. The email came from a friend who’s also on a similar journey having started her new business around the same time I started mine. I began reading the email and three words stopped me in my tracks: I see you. Three simple words that can mean so much.

Words matter. We all have the power to lift people up or tear them down with our words. Many times, we don’t even know we’re doing it. May is Mental Health Awareness Month. I’m reminded by the email I received that we are all on different journeys yet there’s much we can do to affirm the people in our lives with just a few words. I’m also reminded it’s okay to take time for self-care and to focus on mental well-being. According to the National Alliance on Mental Illness (NAMI), the more we normalize conversations around mental well-being and prioritize our mental health, the more our physical and emotional well-being improves.

I’m grateful for the friendships I’ve made through SMPS and for being part of an organization where our members value each other and take the time to build professional and personal relationships with each other. I see you. Three simple words that can—and do—make a difference.

 

Article written by Dr. Paula Raymond Stamp, MBA, FSMPS, CPSM, who is CEO and principal of Geaux Consulting Group. She can be reached at paula@geauxconsultinggroup.com.

 

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Money Matters: May 2025 https://smps.org/2025/04/30/money-matters-may-2025/ https://smps.org/2025/04/30/money-matters-may-2025/#respond Wed, 30 Apr 2025 14:58:06 +0000 https://smps.org/?p=51854

Financial Updates and Best Practices for Chapters

Overview
The Society is almost halfway through our new fiscal year. To this point, our expenses are under control and the income statement is in the black. Sponsorship and Amplify A|E|C registrations are ahead of schedule.

Chapters are approaching the end of their program year. Officially you have three more months, but many chapters scale back programming in the summer and prepare for the next year.

Chapter Health
Chapters are given a Chapter Health Score that is updated throughout the year. Chapters in the “needs improvement” category decreased significantly, from 26 to 10. Chapters in the “satisfactory” category increased from 15 to 26.

Items that contribute to the scorecard are:

  • Submitting finance and education reports
  • Profitability
  • Chapter growth (membership)
  • Financial reserves
  • Covering the six Domains of Practice in the chapter’s educational program

To find out your chapter’s health, contact Antonio Payne at SMPS HQ at antonio@smps.org.

Value of the Membership Pipeline
Some of you may not know that SMPS offers membership extensions to those who become unemployed. SMPS can be a lifeline for people changing jobs. This is our network, and the Society wants to help those in need. It’s much easier to retain a member than to attract a new one. And a member who receives assistance will likely become a promoter of the Society.

Please let unemployed members know they can reach out to HQ at membership@smps.org. If their membership is near the renewal date, the renewal will be extended for three months. The member should reach out again if they continue to be unemployed.

Chapter Visits
The Society board of directors and HQ staff make visits to chapters that are struggling, working with them to find solutions for problems the chapter is experiencing. It’s necessary, and HQ appreciates those opportunities. The staff at HQ would also like to visit chapters that are excelling. Recently, SMPS CEO Marci Thompson visited SMPS Northeast Ohio for their marquee fundraising event that supports ACE Mentoring. The night before the event, Marci had dinner with the chapter leaders and had the opportunity to interact with more than 100 participants at the Rock N Bowl fundraiser.

These opportunities provide ideas that can be taken back and shared with leaders in other chapters. If your chapter has a special event, or even a program that’s expected to draw a crowd, let HQ know with as much notice as possible. Send event information to volunteers@smps.org.

During Marci’s visit to Northeast Ohio, the chapter was able to set up meetings with principals at five of the firms in the chapter. Those meetings provided valuable insights that SMPS can use in developing new programs and the organization as a whole. Even meeting with one or two firms is beneficial. Consider incorporating firm visits and a chapter leadership dinner or networking event when you bring HQ or board members to visit your chapter.

The cost of travel and accommodations for HQ staff and board are covered by the Society. Trips like this are built into the budget.

Chapter Budgets
A budget is an estimate of income and expenditure for a set period of time. Does your chapter have a budget? Is it formal or informal?

For chapter treasurers, one of the critical items of responsibility is creating and managing the budget. You cannot create the budget in a vacuum; you need input from the chapter leaders, including committees.

There are two ways to create your budget. If you have an existing budget, you can update the various line items with updated information. Alternatively, you can start from scratch planning out the year and anticipated expenses.

If your chapter has solid financial health, using an existing budget to start from is a practical way to go. Use historical information as a guide but do your due diligence to update with realistic income and expenses.

Chapters in poor financial health may want to consider starting a new budget from scratch, staying conservative in your estimates for income and expenses. The chapter leadership should work to determine the cause of the financial struggles and make a realistic plan to fix the issues. If your chapter would like assistance developing your budget, reach out to antonio@smps.org at HQ.

re:Members (formerly Billhighway)
Recently Billhighway rebranded and changed its name to re:Members. If you were not aware and see the new name, now you know!

re:Members has been working to improve its security and uptime. After the outage in February, SMPS worked with the vendors to create a crisis plan. The plan was put to use in March, and although not perfect, it worked. In addition, re:Members has created a new API that can be switched over within minutes if there’s an issue in the future. Any future outages should be greatly minimized. Collectively SMPS, re:Members, and StarChapter are working to improve communication with chapter leaders and the membership.

Financial Best Practices
There are several key best practices that promote fiscal responsibility and transparency that chapters should follow:

  • Create a budget prior to the start of the program year.
  • If board members are making approved purchases, copies of receipts are required.
  • Big ticket items should be budgeted and approved by the board.
  • re:Members allows credit cards to be distributed to board/committee members who need them, and limits can be set. Please utilize the limits. Some committee members may need higher limits due to larger expenses of their committee.
  • A committee of at least three people, including the treasurer, should review the finance reports on a regular basis. Depending on the size of your chapter and reserves, this could be monthly, quarterly, or twice a year.
  • Chapter reserves should cover six months to one year of expenses. Chapters do not have to spend the extra all at once. Find ways to give back to your chapter members and communities. Below are a few ideas:
    • Make a donation to the SMPS Foundation
    • Cover the travel costs to send your president-elect to CLS
    • Cover the registration and travel costs for the president to attend Amplify A|E|C
    • Raffle off a registration to a regional conference or Amplify A|E|C
    • Provide CPSM study guides to the study group
    • Create member-only events at little or no cost to register
    • Purchase a gift for all chapter members (a book or chapter swag)

Have a great spring and see you next time for Money Matters!

Adam Kilbourne, FSMPS, CPSM
SMPS Secretary-Treasurer
akilbourne@tecinceng.com

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Money Matters: Financial Updates and Best Practices for Chapters https://smps.org/2025/02/26/money-matters-financial-updates-and-best-practices-for-chapters/ https://smps.org/2025/02/26/money-matters-financial-updates-and-best-practices-for-chapters/#respond Wed, 26 Feb 2025 17:56:43 +0000 https://smps.org/?p=50991

Overview

As treasurer of the Society, I would like to share some of the exciting things SMPS is doing this year related to Society and chapter finance, as well as offer some best practices.

First, late in 2024 the SMPS board of directors activated this fiscal year’s Finance Committee with the purpose to assist the Society board in fulfilling its oversight responsibilities for financial planning, financial reporting, budgeting, and risk management. The committee ensures the Society’s financial health and long-term sustainability, consistent with the organization’s mission, vision, and legal responsibilities.

The committee includes Dr. Paula Raymond Stamp, MBA, FSMPS, CPSM (president), Ben Sawa, FSMPS, CPSM, PMP (president-elect), and Adam Kilbourne, FSMPS, CPSM (treasurer), along with Marci Thompson, DES (chief executive officer of SMPS and the SMPS Foundation), and Antonio Payne, CPA, CDE (chief financial officer and chief diversity officer of SMPS). The committee is meeting at least quarterly in between its regular board meetings.

September through December 2024 was a short fiscal year put in place as part of the first phase of the SMPS fiscal-year transition to a January through December fiscal year. Through the work of SMPS HQ with the guidance of the SMPS board, the short fiscal year finished in the black with about 2% surplus. The SMPS HQ staff have put together a realistic budget with slightly conservative goals to help stay on track for the 2025 fiscal year.

Chapter Health

Chapter health is evaluated through the Healthy Chapter Checklists. SMPS HQ analyzes education and financial reports to generate an internal scorecard, which results in a Chapter Health Score updated throughout the year. This score reflects key indicators, such as the submission of financial and educational reports, profitability, chapter growth (membership), financial reserves, and the coverage of the six Domains of Practice for Professional Services Marketing.

To find out your chapter’s health, contact Kai Wright, associate director, volunteer relations,  at kai@smps.org.

Financial Best Practices

There are several key best practices that promote fiscal responsibility and transparency that chapters should follow:

  • Create a budget prior to the start of the program year.
  • If board members are making approved purchases, copies of receipts are required.
  • Billhighway allows credit cards to be distributed to board/committee members who need them, and limits can be set. Please utilize the limits. Some members may need higher limits.
  • A committee of at least three people, including the treasurer should review the finance reports on a regular basis. Depending on the size of your chapter and reserves, this could be monthly, quarterly, or twice a year.

How much money should your chapter have?

SMPS and its chapters are 501(c)(6) non-profit entities. That doesn’t mean that your chapter doesn’t need money to operate, but the chapter does not need to build up an endless reserve.

Chapters should strive to maintain a reserve that can support the chapter for six months. As your chapter exceeds the suggested reserve, the chapter should find ways to use extra money to give back to the membership.

The following are some examples of thoughtful uses for excess money:

  • Bring in guest speakers – pay speaker fees and travel for quality speakers
  • Buy Markendium for CPSM study groups
  • Host scholarships or provide financial assistance to members to attend Amplify A|E|C, regional conferences, or AEC.AI
  • Donate to the SMPS Foundation
  • Donate to your regional conference
  • Donate to a local community/charitable organization (ACE Mentoring or other)
  • Buy a member gift each year – a book, swag, etc.
  • Host free of charge members-only social gatherings

If you have any questions regarding chapter finances, you can reach out to the Society’s Chief Financial Officer Antonio Payne, CPA, CDE, at antonio@smps.org or to me at akilbourne@tecinceng.com. And, a quick reminder to chapter treasurers: federal taxes were due in January. If you haven’t filed your federal taxes yet, please contact Antonio Payne as soon as possible. 

Have a great second half of the year!

Adam Kilbourne, FSMPS, CPSM
SMPS Secretary-Treasurer
akilbourne@tecinceng.com
440.388.4316

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SMPS Is on a Mission https://smps.org/2024/11/14/smps-is-on-a-mission/ https://smps.org/2024/11/14/smps-is-on-a-mission/#respond Thu, 14 Nov 2024 16:30:14 +0000 https://smps.org/?p=49848

Pop quiz: What is SMPS’s mission? Our mission is to inspire, engage, and empower A/E/C professionals for leadership and lifelong learning. If you didn’t know it off the top of your head, that’s okay … together we’ll unpack one of the ways the mission is lived within SMPS.

The SMPS mission and our strategic priorities are solidly rooted in creating opportunities for members and future members to learn and grow personally and in the profession. Many of you reading this article know I earned a Ph.D. several years ago. What you may not know is my dissertation focused on active learning pedagogy in the built environment. According to Merriam-Webster dictionary, pedagogy is the art, science, or profession of teaching. In a practical sense, pedagogical techniques impart knowledge to learners and consider the interactions that occur during the learning process. So, what does this have to do with SMPS and its mission? Turns out, a lot.

At Amplify A|E|C this past August and in the September/October 2024 issue of the Marketer, we celebrated the newest Certified Professional Services Marketers (CPSM). These 121 individuals joined an experienced group totaling 1,219 CPSMs who are living the SMPS mission and promoting the domains of practice in their firms.

Many of those who sat for the CPSM exam started their journey toward certification as members of a CPSM study group. Study groups promote the ‘each one, teach one’ mindset by utilizing CPSMs who have successfully passed the exam as group leaders. Many study groups are virtual making it easier than ever to participate. Knowledge of the domains of practice is co-created between the study group participants, CPSM group leaders, and within the group through social and verbal interaction.

What if I told you there was a term for this process? Zone of proximal development (ZPD) was coined by Russian psychologist Lev Vygotsky who is considered the pioneer of learning in social contexts such as study groups. His groundbreaking work and outcomes in the 1920s are still being implemented today. Vygotsky noted the optimal environment for learning is one in which the individual is in dialogue with others and exploring concepts at a level of cogitative development that is just beyond his or her current capacity, knowledge, or skillset. The goal is to eventually elevate our understanding of those concepts. This is the environment created within CPSM study groups. Those who have participated in a CPSM study group have benefited from the ZPD framework to learn the domains of practice outlined in the Markendium books, gained confidence, and mastered the material.

The next window to take the CPSM exam is March 2025. If you are considering sitting for the exam, consider also joining a CPSM Study Group or starting your own. For those who have done so, congratulations! For those who have not, what are you waiting for? Not only will you be building community with fellow SMPSers, but you will also participate in a tried and true approach to teaching and learning that is the cornerstone of SMPS’s mission of inspiring, engaging, and empowering A/E/C professionals for leadership and lifelong learning.

 

Article written by Dr. Paula Raymond Stamp, MBA, FSMPS, CPSM, who is CEO and principal of Geaux Consulting Group. She can be reached at paula@geauxconsultinggroup.com.

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A New Fiscal Year: Moving the Society’s Priorities Forward https://smps.org/2024/09/12/a-new-fiscal-year-moving-the-societys-priorities-forward/ https://smps.org/2024/09/12/a-new-fiscal-year-moving-the-societys-priorities-forward/#respond Thu, 12 Sep 2024 16:59:12 +0000 https://smps.org/?p=48728

As we start the new fiscal year for SMPS, I want to take the opportunity to share my excitement and vision for the upcoming year. As president, it is my honor to lead the SMPS mission to engage, inspire, and empower A/E/C professionals for lifelong learning. As such, I want to take a moment to talk about a few of the priorities the board and HQ will focus on over the coming year.

We will continue to move the strategic plan priorities forward. Those priorities include investing in digital transformation to deliver community and education wherever people live and work, cultivating professionals with diverse expertise that are critical to sustaining a thriving industry, and creating a best-in-class experience for professionals responsible for business growth.

Building alliances with new industry partners and furthering existing relationships will be a focus over the next year. Advocacy within the industry for the value marketers and business development professionals bring to their firms is amplified when our alliance partners engage with our members and experience the body of knowledge we bring to the table. Evidence-based data that supports participation in SMPS is not only valuable for our industry partners but for our members to communicate to their firms via thought leadership.

The SMPS Foundation goals of providing thought leadership through presenting and implementing research, as well as the continued focus on providing funding for HBCU scholarships, will be intentional and focused. This year, the opportunity to obtain DEI continuing education units and certification, the first and only of its kind, will be available to our members, alliance partners, and industry wide.

As an association, the highest priority for the board and HQ is to strengthen leadership opportunities at the chapter, regional, and Society level as well as communicate the value of SMPS membership. That means more opportunities for members to engage in different ways and to communicate to members SMPS HQ’s processes for committee, board, and award participation and submissions. This approach is in alignment with SMPS’s mission to engage, inspire, and empower A/E/C professionals for lifelong learning.

How are we encouraging lifelong learning? By making content accessible via in-person, virtual, and asynchronous learning with the outcome of cultivating professionals with diverse expertise into leadership roles in all positions. Whether you are a business developer, marketer, principal, or technical professional, you will walk away with a best-in-class SMPS experience.

As I start this new journey, I want to thank the past presidents I’ve had the honor of serving with while on the board for their leadership and insight: Doug Parker, FSMPS, CPSM; Bernice Bako, FSMPS, CPSM; Holly Bolton, FSMPS, CPSM; and Dana Galvin Lancour, FSMPS, CPSM. I also want to welcome the new board. I’m very excited to work with this great team to serve the SMPS members and chapters: Ben Sawa, FSMPS, CPSM; Dana Galvin Lancour, FSMPS, CPSM; Adam Kilbourne, FSMPS, CPSM; Andrea Story, FSMPS, CPSM; Julie Huval, FSMPS, CPSM; and Kimberly Ridenour, CPSM. The team is rounded out with insights from SMPS CEO Marci Thompson, DES, and SMPS Foundation Board President Michele Raftery, FSMPS, CPSM.

It is the association’s winning aspiration that SMPS is an accessible and indispensable community for all professionals who drive growth and sustainability for A/E/C firms. That is the legacy I plan to lead into this year with the board.

 

Article written by Dr. Paula Raymond Stamp, MBA, FSMPS, CPSM, who is CEO and principal of Geaux Consulting Group. She can be reached at paula@geauxconsultinggroup.com.

 

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My Final Thoughts on Change https://smps.org/2024/07/12/my-final-thoughts-on-change/ https://smps.org/2024/07/12/my-final-thoughts-on-change/#respond Fri, 12 Jul 2024 13:27:28 +0000 https://smps.org/?p=47983

This is my last A/E/C Insider column as president of the Society board, and what a year it has been! For those of us who have the honor to be president of a chapter or the Society, there’s a lot of anticipation of what our year will be like. We spend time planning with our fellow board members to achieve goals for the year. It never entirely goes according to plan … and that’s okay!

When the current Society board came together last summer, I felt we had something special as a group. There was respect for each other’s experiences and perspectives. There was incredible tenure within the industry and in SMPS. There was a sense of purpose and motivation to positively impact SMPS into a future beyond our board tenures. While we shared ideas, made plans, set goals, and discussed the coming year, it didn’t quite go as expected. Early in the calendar year, we discovered that our impact would look much different than we had anticipated with the search for a new SMPS CEO.

Just last week, I had the honor of sharing with the organization the announcement of Marci Thompson as our new Society CEO. The outpouring of support for Marci, the incredible SMPS staff, my fellow board members, and the SMPS member search committee has been tremendous. There is renewed excitement for SMPS and its future under Marci’s leadership.

In a dynamic industry like ours, change is a constant companion. It arrives unannounced, challenges our comfort zones, and pushes us towards growth. Whether a daily bump in the road or something as significant as hiring an organization’s CEO, navigating change must be met with courage, strategy, and creativity at the leadership level.

As a Society board, we selected a diverse, member-centric search committee and drafted expectations for our future CEO. The search committee did much of the heavy lifting by carefully reviewing candidates (over 40 total) and making selections at various stages. The board and committee were thoughtful in their approach and diligent in their process, as they knew this change was critical to the Society’s future.

Leadership is hard, especially when faced with change. I’m so grateful for this year’s SMPS board and our search committee as they used this challenge as an opportunity and worked closely for the overall good of the Society. It was indeed a rewarding experience in the end.

This is a new beginning for SMPS as we look to the next 50+ years of transforming business through marketing leadership. Marci will propel the organization to new heights through her ability to create a vision, set strategic objectives, and energize our membership. And we are confident that our organization will continue to thrive under her leadership.

As I look to the immediate future, I hope to see many of you at Amplify A|E|C in Salt Lake City. Amplify is not just our conference this year; it will celebrate our collective journey through an unexpected yet rewarding year. It’s a testament to the strength of the staff, board, and members who thrive on diversity, challenge, and innovation.

Amplify A|E|C is an incredible platform to showcase our commitment to learning, growing, and evolving. It highlights our dedication to transforming business through marketing and business development leadership. It will be an extraordinary conference.

As I conclude this final column, I want to share some advice: embrace change whenever you can, as many times it leads to growth, a new experience, or an opportunity you could have never imagined.

Finally, I want to thank the board again for their commitment to SMPS this year as I have truly enjoyed working alongside them. They are individually and collectively amazing – thank you, Paula, Holly, Adam, Ben, Ann, and Andrea! I celebrate Marci Thompson in her new role as CEO – she will do great things. Lastly, I want to thank each of you for your commitment to SMPS as a member, leader, volunteer, and industry partner – together, we make this A/E/C extraordinary!

Cheers to an unexpected year! See you in Salt Lake!

 

Article written by SMPS President Dana Lancour, FSMPS, CPSM, who is vice president, branding + communications of Barton Malow. She can be reached at dglancour@bartonmalow.com.

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