FY25 Q1 Professional Chapter Reporting Form (July-September)

Thank you for taking to the time to submit your FY25 Professional Chapter Annual Reporting.  In accordance with Operating Standards, chapters are required to report specific information to the AMA Support Center on a monthly and annual basis. This information helps us provide the support and resources you need to be successful.
Reporting Deadline: October 31


Required Reporting
 Documents to Submit:
 

• FY24 Q1 Income Statement (July 1 -  September 30, 2024)
• FY24 Q1 Balance Sheet  (July 1 -  September 30, 2024)

Questions to Answer:
 

• Status on FY25 Strategic Goals
• Update on FY25 Board Role Vacancies
• Status Update on FY26 Succession Planning 
• Status Update on Programming Efforts
• Status Update on Diversity, Equity, and Inclusion (DEI) Efforts
  
   

Guidelines:
 

• Create an Account (Or Login to Existing): You will need to create a free Submittable account or sign in with Google or Facebook credentials to submit your form.
• Primary Contact: We recommend designating a primary point person to coordinate your chapter reporting. While multiple people will likely be a part of preparing the information, a singular point of contact keeps everything streamlined.
• Invite Collaborators: Simply select the "Invite Collaborators" button on the top right once you begin the form to get assistance from others on your team.
• Editing Form: Don't have all your reports yet? No problem. You can edit your submission at any time with updated information. Just "Save Draft" or request to edit the submission when you are ready.
• File Naming Conventions: Pay close attention to the file type and naming conventions listed for each report. Please adhere to them.
• Confirmation: You will receive a confirmation email once you have submitted your reporting. This email will have additional information worth reviewing.
• Technology: This platform works best on Google Chrome, Firefox, and Safari. Internet Explorer is not supported. Please make sure you are using a supported browser.

Need to update AFTER Submitting? Have the Primary Contact email Ursula at ulittlejohn@ama.org. We will open access for you to edit on the backend and you will receive an email notifying you when your submission is available to edit.


  Have any other questions or need an extension on the timeline? Please reach out to Ursula Littlejohn, Assistant Manager of Professional Communities, at ulittlejohn@ama.org