In accordance with Professional Chapter Operating Standards, chapters are required to report information to the AMA Support Center quarterly and annually.
The process will follow these deadlines:
Q1 Reporting Requirements (July-September)
Submission Deadline: October 31, 2024
Documents Submitted:
- Q1 Income Statement
- Q1 Balance Sheet
Update on Chapter Operations including:
- Status on FY25 Strategic Goals
- Update on FY25 Board Role Vacancies
- Status Update on FY25 Succession Planning
- Status Update on Programming Efforts
- Number of In-Person Events to Date:
- Number of Virtual or Hybrid Events to Date:
- Number of Mentorship Program Participants (if applicable):
- Status Update on Diversity, Equity, and Inclusion (DEI) Efforts
Q2 Reporting Requirements (October-December)
Submission Deadline: January 31, 2025
Documents Submitted:
- Q2 Income Statement
- Q2 Balance Sheet
- Submit Updated FY25 Strategic Plan (If Relevant)
Update on Chapter Operations:
- Status on FY25 Strategic Goals
- Update on FY25 Board Role Vacancies
- Status Update on Succession Planning
- Status Update on Programming Efforts
- Number of In-Person Events in Q2:
- Number of Virtual or Hybrid Events in Q2:
- Number of Mentorship Program Participants (if applicable):
- Status Update on Diversity, Equity, and Inclusion (DEI) Efforts
Q3 Reporting Requirements (January-March)
Submission Deadline: April 30, 2025
Documents Submitted:
- Q3 Income Statement
- Q3 Balance Sheet
Update on Chapter Operations:
- Status on FY25 Strategic Goals
- Confirm Completion of FY26 Board Elections / Updated Roster
- Board Role Vacancies for FY26
- Status Update on Programming Efforts
- Number of In-Person Events in Q3:
- Number of Virtual or Hybrid Events in Q3:
- Number of Mentorship Program Participants (if applicable):
- Status Update on Diversity, Equity, and Inclusion (DEI) Efforts
Q4 Reporting Requirements (April-June)
Submission Deadline: July 31, 2025
Documents Submitted:
- End of Year Income Statement
- End of Year Balance Sheet
- Updated Constitution & Bylaws (if relevant)
Update on Chapter Operations:
- Update on FY24 Strategic Goals
- Board Role Vacancies for FY26
- Status Update on Programming Efforts
- Number of In-Person Events in Q4:
- Number of Virtual or Hybrid Events in Q4:
- Number of Mentorship Program Participants (if applicable)
- Status Update on Diversity, Equity, and Inclusion (DEI) Efforts
Please reach out to Support Center if you have any questions about reporting.