MEMORANDUM:
TO: CSI Chapters
FROM: Thomas J. Sweeney, Ph.D., Executive Director
RE: CSI Speaker Policy Procedures
The last CSI newsletter outlined our policy and procedures for requesting a CSI speaker for chapter initiations. In short, chapters may request assistance through the Headquarters office for an initiation speaker. If approved in advance, CSI will provide up to half of the travel expenses for this purpose. CSI's Academy of Leaders, Scholars and officers volunteer their time. As a consequence, there are no honoraria expected. No such arrangements will be approved if the presenter is being contracted for workshop or similar for fee services, with or without chapter sponsorship.
Obviously, with over 251 chapters able to make such requests, there are budget constraints and chapters who have participated in this program in the last year are asked to allow others the same opportunity for the coming year. Although not a requirement, a minimum of 12 persons to be initiated is encouraged with the expectation that family, faculty, administrators and friends will be present as well. The appropriate steps are:
1. Establish possible dates and, when known, desired presenter.
2. Call or write CSI Headquarters with your request.
3. Complete and send in the attached Initiation Speaker Form by email (tjsweeney@csi-net.org) or by U.S. mail to: (make additional copies as needed).
Dr. Thomas J. Sweeney
Chi Sigma Iota
P.O. Box 35448
Greensboro, NC 27425-5448
4. When notified by Headquarters, contact speaker to complete arrangements.
5. Notify Headquarters of reimbursement arrangements (see attached form).
6. Insure all details are known to the speaker, that the speaker is hosted appropriately and a thank you sent upon completion.
7. Insure Headquarters receives reimbursement documentation with chapter request for reimbursement.
Also enclosed are possible speakers for the coming year. We generally try to pair speakers who are geographically nearest the chapter making the request. Please note that none should be contacted without going through Headquarters unless it its unrelated to CSI functions. Each of these distinguished persons has many commitments months ahead. Therefore, plan at least two months in advance to make any request for their participation in an initiation. If you have further questions, please let me know and thank you in advance for your cooperation.
CHI SIGMA IOTA PRESENTER REQUEST FORM
CHAPTER INITIATION INFORMATION
Instructions: Section I to be completed by Chapter making request. Information in Section II to be provided to Headquarters after contact between Chapter and Presenter.
Section I: Initial Speaker Request
Date:
Chapter:
University:
City and State:
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Person to contact:
E-mail address:
Phone:
Presenter Requested:
Date of event:
Type of event:
Number initiated (minimum of 12):
Number of persons (faculty, administrators, friends, family, etc.) expected in attendance:
Time and Location:
Other Information:
Note: Presenters are only those CSI distinguished persons approved in advance, initially contacted by Headquarters and from whom no other fee for services are expected or provided. Headquarters will contact potential presenters, establish initial agreement and contact the chapter contact with information for follow-up. Due to the busy schedule of the potential presenters, two months advance planning is usually a minimum, sooner is better.
Section II: Reimbursement
Method of reimbursement: Method A or Method B
Method A: Chapter reimburses presenter for all expenses, then submits invoices to Headquarters for reimbursement of up to half of the presenter's expenses.
Method B: Presenter submits invoices to both Chapter and Headquarters for reimbursement
of one half of expenses from each.
Section III: For Headquarters Use Only
Information taken by:
Initial Contact with Presenter:
Follow-Up:
Invoices received/paid:
Speakers for 2009-2010
Distinguished Scholar
Dr. Edwin Herr, University Park, Pennsylvania
Academy of Leaders
Dr. Thomas J. Sweeney, Greensboro, North Carolina
Dr. Jane E. Myers, Greensboro, North Carolina
Dr. Samuel T. Gladding, Winston-Salem, North Carolina (not available at this time)
Dr. Larry Loesch, Gainesville, Florida
Dr. Carol L. Bobby, Alexandria, Virginia
Dr. Judith G. Miranti, New Orleans, Louisiana
Dr. Courtland C. Lee, Charlottesville, Virginia
Dr. Lily Rosqueta-Rosales, University of the Philippines
Dr. Don C. Locke, Asheville, North Carolina
Chi Sigma Iota Executive Council
Dr. Catharina Y. Chang, Georgia State University
Dr. JoLynn V. Carney, Pennsylvania State University
Dr. Donna A. Henderson, Wake Forest University
Dr. Andrea Dixon, University of Florida
Dr. Shawn L. Spurgeon, University of Tennessee-Knoxville
CSI © 2009 All rights reserved Updated 11-dec-09
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