© 2009 san diego organization of healthcare leaders sohl 2011 annual report
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© 2009 San Diego Organization of Healthcare Leaders
SOHL 2011 Annual ReportSOHL 2011 Annual Report
© 2009 San Diego Organization of Healthcare Leaders
SOHL Bylaws
The Chapter shall conduct an annual business meeting which shall consist of a year in review and treasurer’s report.
SOHL 2011 Board
© 2011 San Diego Organization of Healthcare Leaders3
• Four Officers• One Regent• Eleven Directors• Six Members at Large• Three Liaisons (Two students one Military)• One Secretary
26 Members
SOHL 2011 Board
© 2011 San Diego Organization of Healthcare Leaders4
President, Ronald Nowosad, FACHE Past President, DeeAnn Green, FACHE
President Elect, Jared Vogt Treasurer, Natalie Bennett
ACHE Regent, Gary Fybel, FACHE Marketing Chair, Suzi Bustamante
Membership Co-Chair, Alicia Gormican Membership Co-Chair, Alice Dang
Member Relations Co-Chair, Darrell Atkin Member Relations Co-Chair, Johan Otter, FACHE
Mentoring Co-Chair, Aaron Byzak Mentoring Co-Chair, Dani Witkowski
Program Co-Chair, Wendy Cohen Program Co-Chair, Lisa Thakur, FACHE
Imperial County Representative, Charlie Rhoades Imperial County Representative, Art Mejia
Member-At-Large, Mary T. Parra, FACHE Member-At-Large, Sheila Brown, FACHE
Member-At-Large, Trish Daly, FACHE Member-At-Large, Kathi Lencioni, FACHE
Member-At-Large, Michael Covert, FACHE Member-At-Large, CDR Marquez Campbell
Military Liaison, CAPT Michael Eby, FACHE Student Liaison – SDSU, Peggy Lee Ranke
Student Liaison – NU, Marie Jean Alaba Secretary, Carol Benton
SOHL 2011 Platinum Sponsors
Overview
Integrated nine (9) new Board Members.
Approved Capt. Mike Eby as Military Liaison.
Added three (3) new platinum sponsors (AMN, Pacific Builders and Emerald Textile) and one gold sponsor (Rady Children's Hospital).
Updated the SOHL plan in October.
Updated the SOHL bylaws.
Received the ACHE Chapter Innovation Grant for $3,000 to support students.
© 2011 San Diego Organization of Healthcare Leaders6
Overview
Offered four (4) $250 scholarships for Fellow Advancement.
Launched a “Special – SOHL Members Bring a Guest Free”.
Increased attendee hours at events to 3,664 compare to 2,898 last year.
Offered nine (9) education programs and nine (9) Category I credits.
Engaged other organizations in joint programs: HIMMS HFMA and HCE.
© 2011 San Diego Organization of Healthcare Leaders7
© 2009 San Diego Organization of Healthcare Leaders
SOHL Dashboard and Key IndicatorsSOHL Dashboard and Key Indicators
Award of Chapter Excellence Indicators
End-of-Year Current Year
Indicator Measure2009
Actual 2010
Actual 2011
Standard 2011
Actual2011
Variance
Member Satisfaction Mean satisfaction score 7.6 7.9 7.7 8.0 0.3
Education & Networking Performance
Indexed attendee hours 5.0 6.4 8.7 7.0 (1.7)
Net Membership Growth
Percent increase in total chapter membership
16.5% 15.3% 11.3% 12.7% 1.4%
Advancement of Eligible Members
New Fellow designates or Fellows as percent of
eligible pool
7.7% N=10
11.7% N=15
11.4% N=17
6.3% N=9
(9.1)%
© 2009 San Diego Organization of Healthcare Leaders
SOHL Dashboard and Key IndicatorsSOHL Dashboard and Key Indicators
Supplemental Chapter Performance Data End-of-Year
Indicator Type 2009 Actual 2010 Actual2011 Actual-to-
Date
Members eligible to advance Membership 128 144 178
Total chapter membership Membership 452 521 587
Total Fellows in chapter Membership 82 86 93
Percent Fellows in chapter Membership 18% 17% 16%
Membership retention rate Membership 85% 81% 82%
Total chapter events Events 22 29 26
Total programming hours Events 41.0 63.8 58.0
Total attendee hours Events 1941.5 2898.4 3664.0
© 2009 San Diego Organization of Healthcare Leaders
Financial IndicatorsFinancial Indicators
REVENUE 2011 2010 Variance
ACHE Dues Rebate $10,514 $8,234 $2,280
Chapter Event Registration Fees $21,470 $13,541 $7,929
Contributions/Sponsorship/Payments $34,500 $15,170 $19,330
Other $55 $782 ($727)
Total Revenue $66,539 $37,726 $28,813
EXPENSESChapter Event Expenses $21,956 $8,774 ($13,182)
Newsletter Publishing $200 $200 $0
Board of Directors Expenses $4,888 $1,266 ($3,623)
Committee & Other Travel $4,957 $0 ($4,957)
Chapter Leaders Conference Travel $1,826 $1,792 ($34)
Supplies $471 $271 ($200)
General Postage $55 $111 $56
Administrative Services $8,274 $6,545 ($1,729)
Scholarships $500 $1,250 $750
Other $145 $1,334 $1,189
Total Expenses $43,272 $21,541 ($21,731)
REVENUE OVER (UNDER) EXPENSES $23,267 $16,185 $7,082
© 2009 San Diego Organization of Healthcare Leaders
Financial IndicatorsFinancial IndicatorsStatement of Financial Position 2011Statement of Financial Position 2011
ASSETS Current Year Prior Year Change
Cash & Checking $57,175 $32,618 $24,557
Investments $10,171 $10,116 $55
Accounts Receivable $0
Equipment $0
Prepaid Expenses $0
Total Assets $67,346 $42,734 $24,612
LIABILITIES & NET ASSETS
Accounts Payable $1,398 $53 $1,345
Other Liabilities $0
Total Liabilities $1,398 $53 $1,345
Net Assets $65,948 $42,681 $23,267
Total Liabilities & Net Assets $67,346 $42,734 $24,612
© 2009 San Diego Organization of Healthcare Leaders
ACHE Recognition AwardsACHE Recognition AwardsChristopher D. Van Gorder, FACHE Exemplary Service Award 3 Star Fellow
Ian R. Lazarus, FACHE Distinguished Service Award 2 Star Fellow
Trish Daly, FACHE Distinguished Service Award 2 Star Fellow
DeeAnn M. Green, FACHE Service Award 1 Star Fellow
Ronald P. Nowosad, FACHE Service Award 1 Star Fellow
© 2009 San Diego Organization of Healthcare Leaders
Regent Awards Regent Awards
Senior Level Awards
Gary J. Rossio, MA, FACHE
David Tam, MD, MBA, FACHE.
Early Career Award
Jared Vogt, MBA, RHIA.
© 2009 San Diego Organization of Healthcare Leaders
Outstanding Community PartnerOutstanding Community Partner
AMN Healthcare
Outstanding Board MemberOutstanding Board Member
Wendy Cohen
© 2009 San Diego Organization of Healthcare Leaders
Questions or Comments Questions or Comments