Vice President Report
Get Involved in 2019!
by Brian Boss, CCM

Dear Colleagues,

As the Chapter’s Vice President, my largest responsibilities include confirming the host clubs and venues for the 2019 events and finalizing the Leadership Team. I encourage everyone interested to host an event or to give back to our great Chapter and Association to contact me personally or any member of the Chapter’s Board.

Each region in the Carolinas Chapter includes the Leadership Roles outlined below:

  • Region Chair:
    The Region Chairs are responsible for scheduling and organizing all region education within the region in which they reside and serve.

  • Region “Yo-Pro” Chair:
    The Yo‑Pro Chairs are encouraged to organize and plan special events for the young professionals within the region they reside and serve. We have great momentum going with the engagement of our young professionals in the Carolinas, and it is extremely important to continue and improve each year.

  • Region Membership Chair (aka “Old Pro”): The Old‑Pro Chairs are encouraged to meet, greet, connect, invite all new members and potential new members within the region they reside and serve. This role is designed make everyone feel welcome within the Chapter.

Additional positions within the Chapter include:

Career Services Chair
Club Foundation Liaison
Allied Associations Liaison
Legislative Chair – North Carolina
Legislative Chair – South Carolina
Corporate Relations Liaison
Wine Society Liaison
Wine/Spirits Committee
Student Development Chair
Methodist University Liaison
University of South Carolina Liaison
University of South Carolina – Beaufort Liaison
Western Carolina University Liaison
Johnson & Wales University Liaison
East Carolina University Liaison

As you can tell, we have a variety of positions and opportunities. I can say from past experience, serving for the Carolinas CMAA Chapter has been an extremely rewarding experience. It has improved my network, educational opportunities, and most important, giving back to the Association and Chapter that I consider family.

Please do not hesitate to contact me by calling (843) 414‑0791 or emailing [email protected].


Brian Boss, CCM
Vice President

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Secretary/Treasurer Report
Favorable Finances
by Doug Shifflett, CCM, CCE

Fellow Chapter Members,

I am happy to report that the Chapter continues to be in a very favorable financial position. The Chapter had net income of $80,515 (11/1/17- 3/19/18) vs. $82,898 during the same period last year. We currently have $155,625 in our checking account and $152,961 in savings as of March 20, 2018.

Our Managing Director, Patricia Calder, and Member Services Manager, Cathy Miller, are working with our accounting firm, Cherry Bekaert, to transition us from cash‑based to accrual‑based accounting. This change will enable us to more accurately compare our financial performance to budget. Once this change is complete, we will finalize our year‑end 2017 financials and file our form 990 (for which we have received an extension in filing).

It is a great privilege to serve the Chapter as your Secretary/Treasurer. If you have any questions related to our Chapter’s finances, please do not hesitate to contact me.

Kind regards,

Doug Shifflett, CCM, CCE

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Managing Director Report
by Patricia A. Calder, CCM, CCE

We mourn the losses of Jill Philmon's mother and Cathy Miller's father this month. I'm sure both would appreciate your kind words: [email protected] and [email protected].

We are thrilled about our recent achievements of CHAPTER OF THE YEAR for large chapters and EXCELLENCE IN EDUCATION for large chapters! Thank you to you, our members, for making these happen!

Please take a look at the Chapter and National scholarships that are available to you. They're not just for younger or mid-level managers! And there are thousands of dollars in awards NOT given out each year simply because no one applied. Click here: Chapter Scholarships and CMAA Scholarships.

DO NOT MISS the upcoming Manager‑Director Forum on May 21st at the Country Club of North Carolina in Pinehurst. We are featuring a panel of experts on a topic that everyone needs to hear about - Human Resources and Employment Issues. M-D F Info

Please plan to donate to this year's WINE AND WIDGETS Auction, to be held at Sea Pines Country Club on Sunday, July 22nd! Donations can include anything with a value of over $25, from WINE to WIDGETS to GIFT BASKETS to other gift packages. Last year we raised $55,000 to be used for scholarships and awards in the Carolinas Chapter. Let's beat that amount and send more of our members to education events and World Conference. More information coming soon!

Summer Conference this year will be held in Hilton Head, SC, on July 21st - 23rd. Plan to make accommodations reservations soon!

Hold the Date: Summer Education - August 12th - 13th in Spartanburg, SC. Dinner Sunday night at the beautiful Piedmont Club, and education on Monday at the Country Club of Spartanburg. THIS WILL BE A VERY SPECIAL EDUCATION SESSION. More info soon!

Let me know if I can do anything for you! [email protected].


Patricia A. Calder, CCM, CCE
Managing Director

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