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BYLAWS
ROCKY MOUNTAIN REGIONAL
COUNCIL of the
INSTITUTE OF MANAGEMENT
ACCOUNTANTS, INC.
Article I - Name
Section 1: The name of this organization shall be:
ROCKY MOUNTAIN REGIONAL COUNCIL
Article II - Purposes
Section 1: The purpose of this organization shall be:
(a) To further the purposes and objectives of the
Institute of Management Accountants and its chapters that are members of this
Council.
(b) To promote and facilitate cooperation and
communication between its members and to provide a means through which their
resources may be pooled to assist the chapters of the Institute of Management
Accountants to achieve its purposes within the area served by this Council.
(c) To conduct, sponsor or participate in such
activities as it deems desirable or necessary in accomplishing the foregoing
purposes.
(d) To assist in the orderly establishment of new
chapters in the area. Section 2: No part of the activities of this Council shall
consist of carrying on propaganda, or otherwise attempting to influence
legislation, or of participating in, or intervening in (including the
publication or distribution of statements), any political campaign on behalf of
any candidate for public office.
Section 3: Conformance with IMA Bylaws. This Council
is chartered by the Institute of Management Accountants and will conduct its
affairs in accordance with the Constitution and Bylaws of the Institute of
Management Accountants and any resolution of the Executive Committee of the
Institute that may now or in the future be put into effect. Section 4: Also in
conformance with the IMA Bylaws, the Regional Council is required to:
(a) Each year, by the date set by the National Office,
select and confirm a National Vice President for a two year term of office
beginning July 1 for submission to the National Office for inclusion in advance
materials and mailings. The person so elected will represent the Regional
Council Area only and will vote at the National Board of Directors Meetings.
(b) Each year, by the date set by the National Office,
submit the names of all confirmed Regional Council Officers for a one year term
commencing July 1 for future inclusion in advance materials and mailings.
(c) Submit the names of all new confirmed Regional
Directors by the date set by the National Office. The Regional Directors shall
be elected for a two year term of office commencing July 1. The total number of
Directors will be apportioned at a ratio of one for every two Chapters, rounding
down for odd numbers. The National Vice-President(s) will have the
responsibility for the Directors, as an individual, or jointly, to be determined
each year by the individuals involved.
Article III - Membership
Section 1: Membership in this Council shall be limited
to the duly chartered chapters of the Institute of Management Accountants.
Article IV - Delegates
Section 1: Each member Chapter shall be represented in
this Council by three delegates who shall be members of the Institute of
Management Accountants in good standing and shall have been approved by the
chapter's Board of Directors.
Section 2: The current president of each member
chapter whenever practicable will be one of the delegates.
Section 3: The immediate past president of each member
chapter whenever practicable will be one of the delegates.
Section 4: Chapters may designate alternate delegates
to assure the opportunity of full representation at Council meetings.
Article V - Meetings
Section 1: This Council shall hold regular meetings on
call of the Council President no less than three times per year at a time and
place determined by the President. Written notice of such regularly scheduled
meetings shall be sent to each delegate in advance of the meeting date.
Section 2: Special meetings of this Council may be
called from time to time by the President, or by any three members of this
Council, provided written notice is given to all delegates at least ten (10)
days in advance of the meeting stating the purposes of the meeting.
Section 3: Notice of all meetings shall also be sent
to:
(a) The national office of the Institute of Management
Accountants.
(b) All current National Officers and current Regional
Directors of the Council who are affiliated with or have assigned
responsibilities in connection with members of the Council.
(c) Any past officers, past presidents of member
chapters, or former delegates to this Council who request the Secretary of this
Council to send such notices.
Section 4: A majority of the members of this Council
present shall constitute a quorum to do business. Except as required by law or
by the Bylaws, an act of a majority of those voting at any duly constituted
meeting of this Council shall be the act of this Council.
Section 5: Voting:
(a) Only Chapter delegates or designated alternates as
defined in Article IV, Rocky Mountain Regional Council National Officers and
Regional Directors, and past Presidents of the Rocky Mountain Regional Council
shall have the right to vote.
(b) Each delegate shall have one vote.
(c) A delegate may assign his vote by written proxy to
another delegate of his chapter.
Section 6: All meetings shall be open to any
individual member of the Institute of Management Accountants in good standing.
Section 7: Meetings shall be conducted in accordance
with these Bylaws and Robert's "Rules of Order".
Article VI - Nominating Committee
Section 1: The President shall appoint a nominating
committee prior to the end of the fiscal year. The Nominating Committee shall be
comprised of at least three (3) individual members, each from a different
Committee member chapter. In selecting Committee members, priority will be given
to Past National Vice Presidents and Past Council Presidents who are active in
the affairs of the Council. In selecting the Chair, preference will be given to
the immediate outgoing Past National Vice President from the Council.
Section 2: The duties of the committee will include:
(a) Select the current candidate for confirmation by
the voting members of the Regional Council, for the two-year term as National
Vice President from a pool of qualified candidates who have met the following
criteria:
1) Are a past Chapter
President, a past National Director, a past Regional Council President or have
other appropriate National and Regional Council service.
2) Have enthusiasm and
willingness to serve.
3) Have company support
and/or personal financial commitment.
(b) Select and submit for confirmation by the voting
members of the Regional Council, the candidate for the position of
President-Elect of the Regional Council, who may also serve as Council
representative from the Regional Council to the Committee on Regional
Operations, from the pool of qualified candidates, who have met the following
criteria:
1) Are a past Chapter
President.
2) Have at least one year
participating on a National committee or in Regional Council activities.
3) Have willingness to serve
the two years required to be President- Elect and President.
4) Have company support
and/or personal commitment.
(c) Select and submit to the Regional Council,
confirmation by the voting members, candidates for a two-year term as Regional
Director, the number needed in any given year dependent on how many carry overs
there are going forward to the next year based on a ratio of two Chapters for
each Director (rounded down for an odd number of Chapters). The selections shall
be from a qualified pool of candidates who have met the following criteria:
1) Are a past Chapter
President.
2) Have at least one year
participating on a National committee or in Regional Council activities.
3) Have a willingness to
serve a two year term.
4) Have company support
and/or personal financial commitment.
(d) Work with the incoming President, recommending
individuals for positions on the Regional Council Board other than
President-Elect. The final decision of Board nominations, other than the
President-Elect and Committee assignments, will reside with the incoming
President.
Article VII- Elective Officers
Section 1: The elective officers shall be the
following (as a minimum):
- President
- President-Elect
- Vice President(s)
- Secretary
- Treasurer
Section 2: The officers set forth in this Article
shall be elected by a majority of votes at a meeting of the Council. Each
officer so elected will hold office for one year or until a successor is
elected.
Section 3: Each officer shall preferably be from a
different chapter.
Section 4: In the case of a vacancy, for any cause, in
the office of the President, the President-Elect will succeed the President.
Should a vacancy, for any cause, occur in the office of the President-Elect, the
Nominating Committee will select the successor, and if a vacancy shall occur in
any other Council officer position, such vacancy shall be filled for the
unexpired term by an appointment of the President. All appointments will be
ratified by the majority of the Council members present at the first meeting
following the vacancy.
Section 5: The officers shall have such power and
duties as the Bylaws provide to accomplish the purposes of the Council.
Article VIII - Duties of Elective Officers
Section 1: The President shall be the executive head
of the Regional Council and when present shall preside at all meetings. The
President shall exercise general supervision of the affairs of the Regional
Council, shall see to the enforcement of the Bylaws, shall appoint such
committees as deemed necessary to accomplish specific tasks with the necessary
authority individually provided, shall be ex-officio a member of all committees,
shall make reports of the Council’s activities to the Presidents of Chapters in
good standing.
Section 2: The President-Elect shall serve as
President pro-tempore of the Regional Council in the event of the absence of the
President and shall chair ad-hoc committees. The President- Elect also will
chair the Chapter Leadership Effectiveness Workshop (CLEW) and the Chapter
Management Seminar (CMS) committee.
Section 3: The Vice President(s) shall be the planning
officer(s) and shall coordinate all planning activities of this Council to
obtain efficient and timely results and shall perform such duties as may be
assigned by the President.
Section 4: The Secretary shall be the custodian of the
records of this Council. The Secretary shall record the minutes of each meeting
of the Council and shall prepare and distribute copies of same to all persons on
the list of those to receive notices, including the IMA national office, within
a time period to be determined by resolution of the Board of Directors. The
Secretary shall perform such other duties as may be assigned by the President.
Section 5: The Treasurer shall be responsible for the
financial affairs of this Council. The Treasurer shall receive and disburse all
funds and shall be custodian of all property. The Treasurer shall maintain the
financial records of this Council, shall prepare annually an operating budget,
shall prepare quarterly financial reports, shall prepare the Annual Report and
any related Federal and state tax returns. The Treasurer shall perform such
other duties as may be assigned by the President.
Article IX-Finance
Section 1: The fiscal year of this Council shall run
from July 1 to June 30.
Section 2: This Council shall not assess, nor shall it
directly or indirectly incur any financial obligations for, or on behalf of, any
of its members without their prior approval.
Section 3: This Council may, by vote of the delegates,
request annual membership dues.
Section 4: By affirmative vote of the delegates, this
Council may, from time to time, request financial support from its members for
general purposes or for specific projects or programs, and at such time shall
establish the basis on which financial support and participation in the net
proceeds, if any, shall be shared by the several members.
Section 5: Moneys of this Council shall be reported in
the following Funds:
(a) Educational Activities Fund - This fund shall
reflect the receipts and disbursements of the Council's various educational
activities. Receipts to this fund shall be generated as a result of the fees and
charges approved for the Council's educational activities as approved by the
delegates. Disbursements from this fund shall be limited to approved costs and
expenses of the Council's educational activities. Funds may be transferred to
the General fund by a majority vote of the delegates present at any duly
constituted meeting of this Council, provided the notice of such meeting shall
have stated the general substance of the proposed transfer to be considered at
that meeting.
(b) National Conference Activities Fund - This fund
shall reflect the receipts and disbursements of the Council's National
Conference activities. Receipts to this fund shall be generated as a result of
Council approved money-raising projects designed for this purpose. Disbursements
from this fund shall be limited to approved costs and expenses of the Council's
National Conference activities. Funds may be transferred to the General Fund by
a majority vote of the delegates present at any duly constituted meeting of this
Council, provided the notice of such meeting shall have stated the general
substance of the proposed transfer to be considered at that meeting.
(c) General Fund - This fund shall reflect all other
receipts and disbursement as approved by the Council and not reflected in other
Council Funds. The intent of this fund is to reflect the general operations of
the Council. Funds may be transferred to the Educational Activities Fund, the
National Conference Activities Fund or other established Funds by a majority
vote by the delegates present at any duly constituted meeting of this Council,
provided the notice of such meeting shall have stated the general substance of
the proposed transfers to be considered at that meeting.
(d) Other Funds - Other Funds may be established by a
majority vote of the delegates present at any duly constituted meeting of this
Council, provided the notice of such meeting shall have stated the general
substance of the proposed Fund to be considered at that meeting.
Section 6: Dissolution. In the event this Council
shall be dissolved, any assets of the Council remaining after all other
obligations of the Council shall have been paid, or otherwise adequately
provided for, shall be sold and the net proceeds therefrom shall be distributed
as follows: First, to the member chapters of the Council, but - if those
chapters do not qualify as exempt organizations under Section 501(c)(3) of the
Internal Revenue Code, then to the Institute of Management Accountants provided
that it qualifies as an exempt organization under 501(c)(3) of the Internal
Revenue Code. If neither of those organizations shall be qualified under Section
501(c)(3) of the Internal Revenue Code and the Regulations thereunder, as the
same now exist or as they may be amended from time to time, then the proceeds
shall be distributed for purposes related to the Council that then do qualify as
exempt purposes or organizations under Section 501(c)(3) of the Internal Revenue
Code and the Regulations thereunder, as the same now exist or as they may be
amended from time to time.
COMMITTEE MEMBERS
The IMA National Service Development Program was
initiated to keep the Immediate Past President of each chapter active in the
affairs of the Institute by having him or her volunteer to serve on a National
Committee. Through this plan the wealth of talent and experience on the part of
the Chapter Past Presidents can be utilized and involvement in the National
organization maintained.
Each year the IMA Presidential Nominee makes
appointments to the National Standing Committees (and the other Committees) of
individuals who exhibit a genuine and continuing interest in the future of the
Institute. Naturally, the size of each committee is limited, but it is desirable
to have committees composed of active Past Presidents with the widest possible
representation among chapters. Each year an increasing number of committee
members are recommended for service as members of the Board of Directors.
I. General Qualifications
Persons accepting appointment to a National Committee
should:
· have enthusiasm for IMA and the ability to serve.
· have demonstrated and maintained an interest in
Institute activities by regular attendance at chapter board meetings, chapter
functions and national activities,
· have company support (financial as well as making
time available),
· be willing to serve for a one-, two- or three-year
term,
· be willing to attend several meetings of the
national committee to which appointed.
II. Meeting Time Involved
Standing committee meetings involve one or two days,
two or three times a year, plus travel time depending upon location. Meetings
are generally held between August and December and when a third meeting is
necessary, it is usually held in late Spring. The total time involved for the
above activities is approximately four to six working days during a year,
depending on travel.
III. Expenses
The present policy of the Institute does not provide
reimbursement to National committee members attending National committee
meetings. It is important that the member, for national committee service,
understand the Institute's expense policy as well as the travel time so that
they can obtain the necessary support from their company in accepting the
responsibility.
IV. Standing Committees:
Committee on Academic Relations
Board of Regents of ICMA
Committee on Education
Committee on Ethics
Committee on Finance
Committee on Information Technology
Committee on Member Interest Groups
Committee on Professional Issues
Financial Reporting
Management Accounting
Committee on Regional Operations
Committee on Students
V. Other Committees:
Strategic Planning Committee
Ad Hoc Committee on Global Strategy
Ad Hoc Committee on Diversity
Ad Hoc Committee on Alternative Means To Delivering
Member Services Using Technology
REGIONAL DIRECTOR
I. Position Requirement
A. General Qualifications
1. Past Chapter President
2. Willingness to serve
3. Minimum one (1) year on a National Committee
assignment and satisfactory attendance at its meetings
4. Participation in area Council activities
5. Company support and/or personal commitment to take
required time off as vacation time and to fund travel themselves or
6. Council President or Director designee
B. Duties and Responsibilities
1. Contact with Chapter Presidents or Council officers
and function as liaison between assigned Chapters, Councils and the National
Vice Presidents.
2. Attend a minimum of two (2) Chapter board meetings
and at least one (1) technical meeting of each assigned Chapters during
competition year.
3. Attend a minimum of two (2) Council meetings and at
least one (1) Council technical or PD session.
4. Attend the National Officer / Director training
sessions.
5. Attend the two (2) semi-annual National Board of
Directors meetings.
6. Assist the National Vice Presidents in planning and
training of chapter leadership at the local area Chapter Management Seminar
(e.g. a discussion leader).
7. Participate in conjunction with Chapters or
Councils requested by Vice Presidents at the local area Chapter Management
Seminar (e.g. a discussion leader).
8. Identify and recommend candidates for national
service.
9. Attend Regional Committee Meetings.
II. Meetings and Training Sessions
Attendance each year at the following meetings and
training sessions should be planned for in addition to Chapter Visitations and
Regional Council activities:
February National Board of Directors Meetings
April National Vice President/National Director
planning meeting
April/May National Vice President/National Director
CLEW training session for Chapter
Presidents and Vice Presidents
May/June National Director training session for other
Chapter Officers and Chapter Directors.
June National Board of Directors meeting at the Annual
Conference.
National Vice President/National Directors review
meeting.
III. Chapter or Council Visitations
A. Timing of Visits
1. Attend a board meeting of each assigned Chapter or
Council no later than August 31, to survey the Chapter's or Council's planning
and organization.
2. Attend a Chapter or Council technical or
professional development meeting no later than January 31, in order to assess
the effectiveness of meeting arrangements.
3. Attend a second board meeting by March 30, to
review performance during the year and assist in establishing areas to be
addressed in the next strategic plan.
B. Arrangements with Chapter or Council where
Applicable
1. Contact with Chapter President at least three (3)
weeks in advance to discuss the planned visit and arrange a separate meeting
with Chapter's Long Range Planning Committee
(Obtain copy of Strategic Plan).
2. Confirm visit and hotel / travel arrangements.
C. Reports Required
1. Meet with the Chapter President or Council
President and Long Range Planning Committee to provide immediate feedback and
clarify / discuss any problem area.
2. File the appropriate report of Chapter or Council
visit within ten (10) days sending the original to the Group Vice President and
a copy to the Director of Member Services (at the IMA office).
NATIONAL VICE PRESIDENTS
I. General Qualification
A. Past National Director or other appropriate
national service
B. Minimum of one (1) year of satisfactory service on
a National Committee or Regional Council.
C. Enthusiasm and willingness to serve for one-year
term and continue in national service for two more years as a member of the
National Board of Directors.
D. Company support and / or personal commitment to
take required time off as vacation time and to fund travel oneself.
II. Duties and Responsibilities
A. Be responsible as a voting member of Executive
Committee and National Board of Directors for determining the Association's
actions and direction.
B. Be responsible for seeking out, developing, and
recommending future leadership of the Association.
C. Be responsible for directing the efforts /
activities of the National Directors assigned.
D. Attend and participate in Executive Committee and
National Board meetings (Vice Presidents are voting members of the Board for the
two years following the year they serve as Vice Presidents).
E. Attend and participate in the Annual Conference.
F. Attend chapter ceremonial occasions, e.g. charter
and chapter competition trophy / awards presentations.
G. Observe, participate in, and report on Regional
Council activities.
H. Conduct leadership planning and training sessions
for Regional Directors and Chapter Officers.
I. Serve as a liaison and communications link with IMA
staff personnel, Regional Councils, and National Directors.
III. Meetings and Training Sessions:
February National Board of Directors Meeting
(optional).
March Vice President orientation and Executive
Committee meetings.
April Conduct National Director planning / training
meeting in conjunction with area Chapter Leadership Effectiveness Workshops
(CLEW).
June Executive Committee and National Board of
Directors meetings and National Officers meetings at the Annual Conference.
October Executive Committee meeting.
January Executive Committee and Board of Directors
meetings.
STANDING COMMITTEE CHAIRMAN
I. General Qualifications
A. Past National Vice President or distinguished
Association service.
B. Considerable financial and time commitment by
company or individual for required travel.
C. Willingness to serve for one year term which is
subject to one year re-appointment to same committee. Limit of two years service
in this capacity on each committee.
II. Duties and Responsibilities
A. Serve on National Board and Executive Committee
each year in office.
B. Organize a subcommittee level and appoint chairmen
and members.
C. Screen materials for agenda and approve final
agenda for each committee meeting.
D. Conduct meetings in proper manner.
E. Distribute items to appropriate subcommittees for
deliberation.
F. Report to National Board and Executive Committee on
behalf of the standing committee.
G. Recommend future candidates for committee service
to the committee by current members for approval by National President.
H. Recommend continuing service to the Committee by
current members for approval by National President.
I. Identify and assist in the development of
candidates from Committee and recommend for further National Service.
J. Attend the semi-annual meetings of the National
Service.
K. Attend four meetings of the Executive Committee.
L. Attend all Committee meetings of which there is a
minimum of two.
APPOINTED EXECUTIVE COMMITTEE MEMBERS
Six members of the Association serve as Appointed
Members of the Executive Committee. These members are appointed by the President
of the Institute for terms of three years with two members appointed each year.
They are members of the Board of Directors and are nominated as a result of
distinguished service to the Institute. They undertake special projects as
decided by the President or may chair Ad Hoc Committees.
PRESIDENT
The President is the executive head of the Institute
and is its official spokesman.
I. General Qualifications
A. Past National Vice President or other appropriate
National service.
B. Past Chairman of several National Standing
Committees or their equivalent.
C. Have the resources required to dedicate
approximately 130 work days during the year of presidency and another 65 work
days in the subsequent year as Chairman of the Institute.
II. Duties and Responsibilities
A. Preside at all meetings of the members of the
Institute, of the Board of Directors and of the Executive Committee.
B. Be an ex-officio member of all committees.
C. Exercise general supervision of the affairs of the
Institute.
D. See to the enforcement of the Constitution and
Bylaws.
E. See to the carrying out of all orders and
resolutions of the Board of Directors and of the Executive Committee.
F. Keep the Board of Directors fully informed and
shall consult it concerning the business and activities of the Institute.
G. Make on the behalf of the Board, an annual report
to the Members of the Institute.
H. Designate annually, subject to the confirmation of
the Board of Directors, the Chairman of the Standing and other Committees and
the Chairman of the Board of Regents unless otherwise provided under these
Bylaws.
I. Perform such other duties as are set forth in the
Constitution or Bylaws or shall be assigned by the Board of Directors or the
Executive Committee. |