The APA’s Local Chapter Guide contains a ton of helpful resources and guidelines on how to create, develop, and maintain a local chapter. In particular, it’s a smart idea for all chapter leaders to do an annual review of the Chapter Event Guidelines and Chapter Marketing Guidelines.
One of these guidelines is important to remember for any chapter which hosts statewide/regional meetings, one-day events, or study groups. The guide states, “Once a chapter event has ended, the list of all attendees must be sent to Chapter Relations within 30 calendar days.” The list must be in an Excel spread sheet containing:
- Chapter Affiliation
- APA ID#
- First Name
- Last Name
- Company Name
- Fax
- Address
- City
- State
- Zip
- Phone
- # of RCHs awarded
In cases where a chapter does not have all of the above information on hand, they may submit an incomplete attendee list to Chapter Relations. However, they will be expected to collect this information in the future.
Email ChapterRelations@americanpayroll.org to submit an attendee list or ask any questions.
