Chapter FAQs
Many activities are involved when establishing and maintaining an
IIBA® Chapter.
These activities include understanding the different roles and
responsibilities of the members,
arranging a meeting place, drafting bylaws, structuring the Chapter,
holding elections,
scheduling member meetings, determining attendance fees, etc. These
FAQs, accessible via the
following links, were created to assist you during Chapter start up and
beyond.
Chapter Start-up
Affiliations
Chapter Website and Emails
Corporate Membership
Events
Finance
Finding a Chapter / Attending ChapterEvents
Job Postings
Liability / Insurance
Marketing
Membership and Benefits
Elections/Officers
Professional
Development
Support for Chapters
Sponsorship
Growing IIBA
U.S. Legal Requirements
Chapter Start Up
How do I start a Chapter in my area?
First check the listing for the region where you live to see the list of chapters. Please remember that all chapters are run by volunteers. Chapter Browse Search
To start an IIBA
® chapter in your area,
click here.
Review and complete the link above to the form entitled "Application for IIBA Chapter Start up", which states the requirements and process involved. Send completed form to
chapter@iiba.org
If you are approved to start up a new chapter in your area, you will be scheduled to participate in a conference call with the Chapter Development Manager who will share more information on how to start a chapter.
Start-up activities include:
- Holding a kick-off meeting
- Submitting the required documentation to become a chartered chapter. This includes:
- Creating chapter bylaws
- Becoming a non-profit organization
- Arrange to have at least 50 IIBA members sign a petition stating they will support the chapter
- Populating your new web page with the kick-off event information
- Signing the Affiliation Agreement
- Creating a Chapter Board of Directors
How long does the chartering process take?
It can take over a year to charter a chapter with IIBA. Chapters will
need
to host a kick-off event, and then work on the documents to send to
IIBA. Chapters
are encouraged to host meetings during the start-up process.
How is the Chapter approval certificate communicated, and how long
does it take?
Upon approval of the chapter documents, you will receive an email
message and a
certificate that states you have been granted charter. It may take up to
two weeks to
charter your chapter after we receive your information.
How do we receive the $500 start-up fund for newly chartered
chapters?
When you submit your chapter documents you should include the name,
mailing address,
and phone number of the person who is authorized to receive the start-up
fund cheque.
If your chapter is outside of North America, we can wire transfer the
money.
Please note the funds are in U.S. dollars only. We will require the
following:
- Beneficiary name
- Beneficiary account number
- Sort code
- SWIFT Number
- IBAN Number
- FAVOR ACC No.
- Bank name
- Bank address
As each cheque needs to be signed by two Board members,
it may take up to eight weeks to receive your start-up cheque.
Does each Chapter need to apply for non-profit status?
Yes, each chapter must apply for status as a non-profit
organization.
What mailing address should the Chapter use?
Initially, the Chapter President or Secretary’s address can be used.
However, it is recommended that a post office box be established once
funding has been confirmed.
Does each Chapter need to obtain its own tax ID number? How can we
get one?
Tax rules vary for each country. Your chapter will need to contact the appropriate authorities in your area to determine local regulations.
Affiliations
What organizations are affiliated with IIBA?
Affiliated sponsors may be found on the Sponsors page of the IIBA
website.
Endorsed Education Providers (EEP™) can be found in the Professional
Development
section under
Training.
Bylaws
Chapters need to create their own bylaws that are in accordance with
their
local jurisdiction, as well as in accordance with the
IIBA bylaws.
Chapter Website and Emails
How do we get the Chapter page on the IIBA website updated?
Each Chapter should have a person designated to administer their
email accounts and
website. That person or another assigned person can maintain the
Chapter’s page directly
using the Joomla Content Management System (CMS). For more information
about Joomla please
visit the
Chapter Resource page.
Is it possible to create other email addresses related to specific
questions
our members may have, in particular, abuse, or admin
@.iiba.org?
General email addresses can be created for chapters. Each email
address will
have its own login account. In addition, each can be set up to forward
emails to
another address. Please email chapter@iiba.org for more
information.
Are there any help or training materials for this email system?
I have been able to use basic functions, but it appears to have more
features that
we are not fully utilizing.
Please ask your webmaster to visit the Joomla tutorial on
our website under
Chapter Resource page.
Corporate Membership
Please visit the
Corporate Membership page for more information.
For additional questions please contract tracy.cook@iiba.org.
Events
Please visit the Events Calendar
for information on upcoming events.
What are the benefits of attending an event?
By attending an event, IIBA members are able to network with other
members,
gain insight into other industry perspectives, hear industry experts
speak,
preview vendor tools and much more.
Finance
Is there an IIBA policy in effect for Chapter Debit / Credit
Cards?
IIBA does not endorse or reject the idea of Debit or Credit cards for
the
chapters. The decision should be made by the Chapter Board of Directors.
All
transactions should be processed in accordance with the financial
policies of the
Chapter and are the responsibility of the Chapter.
Our Chapter would like to be able to accept credit cards.
Is this set up by headquarters or does each Chapter have to set it
up?
The International headquarters accepts credit cards for amounts due
to the
International organization. In the future, when headquarters is able to
accept
membership payments for the chapters, the same rules will apply to these
payments.
At this time the International organization is not set up to accept
credit card payments
for the Chapters.
Does each Chapter have to apply for tax status?
If so, how do we apply, when should we apply, and what is the cost?
Please visit the
IIBA Chapter Policy Manual for more information.
What steps should a Chapter take in setting up their finances?
Please contact your Regional support representative for more
information.
If you do not know who this is please contact
chapter@iiba.org.
Finding a Chapter/Attending Chapter Events
How do I find out if there is there a Chapter close to where I live
or work?
Check the listing for the region where you live to see the list of
chapters.
Each chapter maintains its own website. Please remember that all
chapters are run by volunteers.
Chapter Browse Search
New Chapters are started regularly, so keep checking – or get some
people together and
start a Chapter in your area!
What does the word “pending” mean beside the Chapter name?
Pending refers to a chapter that is currently in the start-up process
and is not a chartered chapter. These chapters are working to create a
chapter,
and may not have many volunteers helping them. Please note that they may
be slow in
responding to emails.
Who can I contact regarding a specific Chapter (meeting dates,
location, etc.)?
Visit the chapter website in question. Information will be posted
about their
next event. If you require more information you can find contact
information under
“About Us” or “Contact Us”. Please remember that all Chapter Board
members are volunteers.
How do I join a Chapter?
You will need to be a member of IIBA in order to join a Chapter.
To join IIBA please visit the
Membership
page. Each Chapter has a volunteer in
charge of membership. You can get more information about joining a
chapter at a meeting,
or contact the chapter via email for information on joining. IIBA
recommends that Chapters
charge a small yearly membership due that is collected by the chapter
and helps fund the
chapter meetings.
Job Postings
Where can I find job postings?
Job postings are available on the IIBA website in the
Careers
section.
Liability/Insurance
IIBA holds Commercial General Liability (CGL) insurance covering most IIBA chartered chapters.
If you require a proof of insurance certificate for a chapter event, email
chapter@iiba.org with the following information, at least one week prior to the event:
- Chapter Name
- Event name
- Location Address
- Date and time
Marketing
Brochures
Our chapter would like to print the IIBA membership and/or
Certification brochure(s).
Where can we locate these brochures, and can we include our own contact
details on them?
IIBA has created two new two brochures for Chapters to print. Visit
the
Chapter Resource page
for more marketing information.
Our chapter is hosting an educational conference. Does IIBA
headquarters support this with marketing material?
Depending on the size and nature of the event, IIBA may support your
educational conference by providing marketing material.
Please contact tracy.cook@iiba.org for more
information.
Logos
Where can I find IIBA logos?
Chapters are to use their own IIBA Chapter logo for all marketing.
Chapters should not be using the IIBA logo for this.
If your Board cannot find your logo please contact chapter@iiba.org.
How do I correctly use the IIBA logos?
IIBA has created a Standards Manual
to guide the creation of products,
and marketing and communications materials for International Institute
of
Business Analysis (IIBA). Compliance to the standards described in this
manual ensures that the
distinct brand identity of IIBA is maintained and that a uniform image
is presented.
Membership and Benefits
How do I join IIBA?
To become a member of IIBA, visit our Join page or
New Member Registration.
Do I have to be a member of IIBA to join a Chapter?
Yes, in order to be a member of a Chapter you must be a member in
good standing of IIBA.
What are the benefits of becoming an IIBA member?
For a list of IIBA member benefits, visit the
Member Benefits page.
Should we charge membership fees for our Chapter?
Yes, all chapters should be charging a local membership fee.
This money is collected by the chapter to assist in chapter funding.
Currently most chapters are charging between $25 to $50 USD per year to
be a member of a
local chapter.
Our bylaws state that each local Chapter member must also be an IIBA
member
in good standing. Presently we ask for IIBA member ID for validation.
How can we
validate the membership IDs?
For now you should continue using the
IIBA member
ID for validation.
Members can print out a copy of their IIBA membership card from the
website and
show it as proof of membership.
How can our Chapter get a list of IIBA members in good standing?
By following the steps below, a list of IIBA members in your area
will be provided within a couple of days.
- Send an email to chapter@iiba.org.
- Ensure that the subject line of the email is "Membership List" and
include your chapter name.
- Identify the criteria for our search, either by country, area code,
or zip code (first two digits only).
- Provide an email address that won’t reject our response as spam.
You might use your IIBA email address since corporate accounts
frequently do
reject messages with attachments.
Elections/Officers
How are Chapter officers aligned with the International board?
In some instances, Chapter officers align directly with the
International board.
However, some International level positions are not, and should not be
replicated at the
chapter level. Positions such as the Vice President of Certification
must not be used at the
Chapter level to avoid any appearance of impropriety. If you have any
questions about specific
positions, please discuss them with your Chapter Council Director, or
contact chapter@iiba.org.
What are the responsibilities of the officers?
Director responsibilities are generally described in the addendum to
the bylaws.
If you need assistance with delineating roles of specific officers,
review the
Chapter Policy Manual
available on the Chapter Resource page
or contact
chapter@iiba.org.
Who do we notify of our chapters' election results?
Complete and email the form entitled "Chapter Board of Directors - Elections Results" and email to chapter@iiba.org
Professional
Development
What training seminars can Chapters host?
This policy is to clarify the position of IIBA in regards to training
programs
and seminars held or hosted by Chapters.
- No chapter may create and market a training program for business
analysis.
For purposes of certification, IIBA chapters are separate entities from
IIBA.
Chapters will not be permitted to participate in the certification
process,
whether it be creating the certification program, reviewing and
approving applications,
delivering training or administering the examination.
- Chapters may run study groups that are designed to allow information
sharing.
These groups must not promise to prepare the participants to pass the
certification exam.
Chapters may charge non-members a reasonable fee to attend study
groups.
- Chapters may host training sessions or learning events delivered by
Endorsed Education
Providers (EEP™). Chapters are not to favour one
training vendor over another. The presentation
must be standard material that is available to the public, but in this
instance is held at a
venue provided by the chapter. Learning events include training classes,
seminars, or workshops.
- Board members who are also training vendors may not participate in
the selection process
if their organization is one of the vendors being considered.
- Any IIBA member who participated in any way in the development of
the IIBA certification
exam may not participate in any learning event at the chapter
level.
- In all cases, any member of a chapter must allow the request of any
training or
education provider to be heard by the selection committee. In no
instance may a member,
be it a board member or committee member, refuse to allow a training or
education vendor a
fair hearing by the selection committee. A sponsor may not dictate the
training policy for the
chapter and may not participate in the selection committee, even if they
may be a member of the
chapter and/or IIBA.
- Whether the chapter charges an admission fee for any learning event,
be it a study group or a seminar by outside training personnel, it has
no bearing
on the intent of this policy. A chapter may charge admission to defray
the costs of the
chapter and the event.
Check the Chapter Policy Manual for additional resources.
Will attending Chapter meetings count towards the recertification
requirements?
Recertification requirements are discussed on the certification page
of this website.
Please refer to the
Certification page
for more information.
Support for Chapters
Regional Calls. Find out about calls your chapter should participate in.
Chapter Resource Page
Your first step when checking for information from IIBA is to look at
the
Chapter Resource page.
It contains a wealth of information including:
- IIBA Brochures, Business Cards, Corporate Standards
- Chapter Policy Manual, IIBA Bylaws, Affiliation Agreement
- Kits to help you with running your chapter, created by other
chapters
- Speaker Database
- How to get support for your chapter and chapter policies