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    Shoals Chapter Board Meeting OCTOBER 13 2020

    Date: October 13, 2020, 3:00pm
    Crystal Wilson
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    Shoals SHRM – Board Meeting

    Teams Webinar

    Meeting Minutes 10/13/2020

    Call To Order at

    Meeting was called to order at by Crystal Wilson 3:00 pm


    Crystal Wilson President, Christina Lewis Finance officer, Meghan Fike, Administrator officer, Matt Oglesby Student Liaison

    Committee Members none




    Call to order


    Allison Cole unable to fulfill her role as the Communication Officer, she was updating the chapter website, facebook and flyers for monthly events.

    Post office

    Crystal and or Christina will check on post office renewal

    Legislative Update – Kim LaFevor


    SHRM A-Team member.

    Sign up here! Take Action Download the APP



    Legislative Update – Kim LaFevor

    All Hill Visit have been postponed until further notice

    Student Affairs – Chapter Advisors

    New student SHRM national rates increase in 2020 to $49

    Student Affairs – Matt Oglesby















    Student Affairs – Matt Oglesby

    Matt update on UNA student chapter:


    --Election of officers

    --Biweekly meetings on campus 

    --HR networking luncheons 

    --Company tours

    --Study Abroad 

    Student Chapter Logo and promotional materials working to complete

    Company tours Planning to tour other facilities

    $850 for 2020 to use on student chapter events

    Approved for Matt to send out our meeting invites to allow students to attend our chapter webinars.


    Alana Sullivan spoke to the students on interviewing at one of the student chapter webinars.


    Plan to have 3-4 more student webinars by end of semester.  These have been better for gaining participants who are not local. 


    Income Statement/Finances-Christina Lewis


    SHRM Deposit for membership $393.75

    Q2 Financial Support Program

    100% Chapters: $6.25 per SHRM Professional Member primarily coded* to your Chapter at the end of each calendar quarter. Paid quarterly and totaling $25 per year.


    Christina Lewis present the Income

    Statement for September 2020


    Previous Balance - $ 12,942.09

    Current Balance - $ 11,335.84

    Keeping up with Jan 1 beginning and Dec 31 ending balance This is required for SHRM affiliation




    Shoals Scholar Dollars 2021

    Will review next year donations

    Membership New (or previous members not on 2019 Roster) 12 Paid local membership plus 3 unpaid




    Emily Beavers, Wendi Hester, Stacy McDonald, Pam Parker, Jacquelyn Allen, Danny Tully, Christa Jones, Celena Grant, Andrea Howell, Amy Jones, Colandra Nelson

    Jessica Sanderson, Thomas Upton (add to roster only Nicholas Conway, Nikki Regina Randolph, Amber Hammock not paid local due but is a SHRM national member we receive financial support for)


    College Relations – Budget

    Matt Oglesby UNA Student Chapter 2020-$850 Budget


    Kim LaFevor Student 2020- $250 Budget

    Sponsorship Info



    Paid Sponsorships

    --Athens State – (March 2020) workshop

    --Athens State-(August 2020) Conference

    SHRM Foundation Change


    New Fundraising website for chapters and state council

    Supporting and promote SHRM Foundation

    Initiative - SHRM Foundation $Change$ -  

    Make SHRM Foundation Donation $1000 October 2020


    Crystal Attended a webinar 9/8/2020 for Give Smart SHRM Foundation and


    WEBINAR 9/29/2020 Fall Membership contest USE DIGITALHR PROMO CODE

    This is required for SHRM affiliation



    Membership Social Events

    Canceled until further notice

    Looking at setting up small social events throughout the year for 2020 Venue include the Marriott any other ideas (members and guest would pay for their food and drinks)



    Membership Roster=60 members


    Squareup-credit/debit card payment

    (charges a fee so you don’t receive the full amount of the payment) $3.93



    SHRM Dual Membership for National and Local dues Christina attended a webinar in July 2020 linking chapter dues to shrm national membership


    Review membership rates for 2021

    Due to not meeting in person and no food cost we have 36 2020 paid local members that will receive a free membership only for 2021. They will only have to pay for food if we have in person meeting for 2021.


    New members will pay $50 and ( additional cost for food if we meet in person)


    We will offer packages again in the future. 

    When requested submit Chapter Membership Roster to Tiffany Brown members must be SHRM National Members


    60 total shrm members and 36 chapter paid members

    -minus 8 did not renew shrm national membership total 9/2020=60 members

    Membership Costs

    January 1 - December 31, 2021

    Membership Only  –$50 (additional cost for food)

    Food Cost for non-members/Guests $15.00

    Food Cost for Members $12.00

    Food Cost for Students $10.00



    This is required for SHRM affiliation


    Meeting Credits

    Crystal Wilson has been submitting certification credits for meetings and conferences.  HRCI & SHRM


    UNA/SHRM Certification Study Group 2021




    Work on instructors for 2021 must be SHRM Certified

    SHRM certification exam window is

    Previous Instructors: Crystal Wilson, Ashley Butler, Rob Hildreth, (Jeff Ledbetter)


    Promoting SHRM Certification This is required for SHRM affiliation

    Board Member Elections/Chapter Leader Information Form CLIF


    Survey Monkey has been sent out to all members 9/22/2020 regarding board member elections. 


    Thomas Upton might be a possible candidate for committee member. 


    This is required for SHRM affiliation

    SHAPE -Completed


    SHAPE deadline is January 31, 2020 for our chapter initiatives. Completed

    Search for SHRM VLRC, may have to enter Shape in the search engine on the website for correct year 2019. 

    7-10 questions, Required for SHRM Affiliations

    Upcoming Board Meetings

    Previous Board meeting




    11/6/2020 Next board meeting


    This is required for SHRM affiliation


    SHRM Annual Conference 2021


    Promote SHRM Conference

    Chicago Illinois June 20-23 2021

    This is required for SHRM affiliation

    Communication Officer

    -Update, Social Medial, Flyers

    Crystal will work to get Meghan Fike access to the shoals chapter facebook page

    Board Member Perks

    Chapter will pay for Board members to attend UNA conference. if they chose to attend and their company will not pay

    President, President Elect/Vice/ Past President, Finance officer, Administrative officer, Communication officer, Legislative and Student Liaison board member



    Crystal has been sending out relevant webinars to the group

    Upcoming Meetings 2020


    Speakers Needed:


    January 2021-December 2021


    Speaker Ideas - 

    Labor Law Speaker


    HR Panel (3 or 4 people) with predetermined questions



    October 2020 Chapter Board member elections


    Thursday October 8, 2020  Webinar

    Breakfast Workshop 9:00 am – 12 pm

    – Rob Shallenberger - $1000


    Thursday November 12, 2020 Webinar

    12 pm-1 pm  Women and Safety

    Elizabeth ODonnell



    November 11-13 2020 Webinar

    Volunteer Leadership

    (President or President Elect must attend) This is required for SHRM affiliation)


    Thursday December 10, 2020

    May look at virtual options – virtual scavenger hunt or a drawing for all members who sign up by January 31 (gift card giveaway)





    2021 Meeting Dates

    Need to work on 2021 Speakers


    ALSHRM State Conference

     May 4-5 2021 Birmingham, AL 

    Need Speakers for 2021

    Kim Lefevor, Matt Oglesby and Crystal Wilson will help with speakers and presentation if needed.


    We will need to try and find speakers that do not have a speaker fee.


    Look for virtual fun ideas

    Thursday January 14, 2021,


    Thursday February 11, 2021-

    Legal update Carr and Allison


    Workshop Thursday March 11, 2021,


    Thursday April 8, 2021,


    Thursday May 13, 2021,


    Thursday June 10, 2021


    Tentative Conference for Tuesday August 10, 2021,


    Thursday September 9, 2021,


    Workshop Thursday October 14, 2021,


    Thursday November 11, 2021


    ADJOURNED AT 4:00 pm.