Missouri CityCounty Management Association 2015 Spring Conference Lake

Missouri City/County Management Association 2015 Spring Conference Lake of the Ozarks – May 6 -8

ICMA PRIORITIES & INITIATIVES 2015

Membership

Membership (In Service) Demonstrating the value of membership as we continue tailored recruitment efforts. U. S. In-Service Member Totals 5 000 4 668 4 541 4 651 4 630 4 519 4 500 4 000 3 500 3 000 Full members 2 500 Sr Mgmt Affiliates 2 000 Entry-Mid Mgmt Affiliates 1 500 Interns 500 298 93 290 954 809 807 763 1 000 98 318 352 100 922 125 326 2010 4 2011 2012 2013 2014 120

The profession is growing … 4 000 3 500 3 000 2 500 Council-Manager 2 000 Mayor-Council 1 500 1 000 500 0 1984 5 2000 2014

Code of Ethics Review

Code of Ethics Review § Ongoing annual process to review entire Code § Completed Tenet 7 in 2013 – New guideline on personal advocacy 7

Code of Ethics Review § Members approved change to Tenet 12 – Previous Language: Seek no favor; believe that personal aggrandizement or profit secured by confidential information or by misuse of public time is dishonest. – Approved New Language: Public office is a public trust. A member shall not leverage his or her position for personal gain or benefit. § Guideline changes will roll out in June 8

ICMA Insights: Performance Analytics

Performance Management/Analytics § Create a dynamic, world-class performance management and analytics platform § Communities can easily collect, report, benchmark, and analyze their data § Interactive, targeted, and self-paced e. Learning lessons 10

Performance Management/Analytics § Why a renewed focus on Performance Management by ICMA? 11

ICMA’s Commitment § Writing, research, and practice since 1930 § Annual data collection since 1994 § Consistent definitions driven by managers 12

Why ICMA Insights? § Focused key indicators § Jurisdiction-led reporting linked directly to live database § Partnership with SAS, a global leader in business analytics solutions § Commitment to online and jurisdictional training 13

Insights: Performance Analytics § Tiered service § Integrated reporting tools § Custom measures § Both online and in-person training options 14

Insights: Tiers for every budget § Entry-level: Summary statistics and predefined graphs § Mid-level: Custom graphs, target setting, dashboards § Higher level: Options for performance forecasting; publishing live reports; custom measures 15

§ ICMA member discounts § Fastest growing comparative database on performance metrics in local government § Platform to serve future development of analytical solutions to community problems 16

Insights: Performance Analytics § To sign up for a free product demonstration or request more information, go to: http: //icma. org/insightsdemo or § E-mail: performanceanalytics@ICMA. org 17

2015 Annual Conference

Annual Conference Seattle / King County: September 27 -30, 2015 Mark your Calendar for ICMA’s 101 st! 19

Professional Development Leadership development and continuing education from beginning your first job to leaving your legacy 20

Life, Well Run

Life, Well Run Update § Developed Campaign Theme and Strategy § Developed and distributed tools and products o Life, Well Run videos o Life, Well Run Website o Materials for members o Social media sites 22

Life, Well Run Update § Traveling display, video template for members, flash drives § Pilot campaigns in Texas and Illinois § Satellite Media Tour § Reuters billboard in Times Square § Digital ads co-branded with state associations 23

Life, Well Run Update § 270, 000 visits to lifewellrun. org § Thousands of brochures and videos distributed § Over 2, 100 Facebook and 1, 200 Twitter followers § 90+ success stories lifewellrun@icma. org 24

International Programs

ICMA International Promoting ICMA’s mission and vision globally via funded projects City. Links: Connecting members and their local governments to local governments across the globe ICMA China Center: Funded by ICMA as a business development strategy Member participation opportunities: • Hosting international professionals • City. Links partnerships • Guest lecturing in China • Short-term advisor assignments 26

Strategic Planning Task Force 2015 -2017

New ICMA Strategic Planning Process § Develop actionable strategic plan for ICMA to achieve its vision and mission § Over 200 members volunteered to serve § Task Force of 40 to be named in March § Goal to deliver new plan in 2017 28

ICMA Task Force Work*** • Task Force on Leadership: Leadership development is a fundamental pillar of ICMA equal to ethics. Will be integrated into strategic planning process. • Women’s Task Force: President-elect Pat Martel is working with the task force to prioritize their 2014 recommendations. • Task Force on Financing ICMA: Affordable dues rate of $200 for department directors available beginning July 2015. ***All reports are available online under: ICMA/Membership/Volunteer/Task Force Reports 29

An Overview of ICMA Finances

Net Assets – What Is It? üA not-for-profit’s fund balance üCumulative annual operating surplus or deficit üExpressed as a percentage of annual operating expenses üMedian net assets reported by ASAE*: 50% üGoal calculated for ICMA based on our business lines *American Society of Association Executives 31

Why Net Assets? *** Targets calculated based on FY 2015 forecast 32

Progress Towards Net Assets $6 000 $5 000 000 $4. 8 M $6. 3 M $3 000 $2 000 $1. 3 M 20 20 03 04 Ac tu a l 33 $1 000 -2 20 01 4 Ac $0 18 Ta rg e t tu al

FY 2015 Budget Summary FY 2013 Actual FY 2015 Budget Revenues 34, 547, 626 33, 475, 394 27, 958, 701 Expenses 34, 045, 444 33, 696, 633 28, 358, 701 502, 182 (221, 239) (400, 000) 6, 291, 566 6, 070, 327 5, 670, 327 Net from operations Net Assets balance 34 FY 2014 Actual

Revenue Sources (FY 2015 Budget) 35

Summary on Funding ü ICMA is a complex and diverse organization ü Various business lines ü Makes financial management a challenge, but… ü The mix helps address economic fluctuations 36

Questions? 37