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Chapter Volunteer Application
Page 1
All questions contained in this questionnaire are strictly confidential and will become part of your volunteer record.
*
1.
To what chapter are you applying?
(Required.)
Alabama/Emerald Coast~South~K072
Alaska~West~K110
Arizona~West~K026
Central Indiana~Central~K001
Central Pennsylvania~East~K039
Channel Islands~West~K094
Chicagoland~Central~K127
D.C. Regional~East~K028
Georgia~South~K045
Golden West~West~K095
Heart of Illinois~Central~K046
Heartland~Central~K047
Houston~South~K006
Inland Empire~West~K057
Kansas City~Central~K034
LA/MS~South~K051
Maryland~East~K044
Mid-Michigan~Central~K038
New Jersey~East~K063
North Carolina~South~K103
North Florida~South~K043
North Texas~South~K003
Northeast Ohio~East~K015
Northern Lights~Central~K012
Northwest Buckeye~East~K031
OKI-TRI state~East~K058
Oklahoma~South~K062
Online~Online~K137
Philadelphia Area~East~K021
Pittsburgh~East~K037
Portland~West~K032
Puget Sound w/BC~West~K030
Rocky Mountain~West~K004
Sacramento Area~West~K055
San Francisco Bay Area~West~K023
Silicon Valley~West~K109
South Carolina~South~K136
South Florida~South~K048
Southeastern Michigan~Central~K005
Southwest Idaho~West~K114
St Louis~Central~K025
Sunshine~South~K112
Tennessee/Kentucky~South~K098
West Texas~South~K100
Wisconsin~Central~K011
*
2.
Contact Information
(Required.)
Name
Address
City/Town
State/Province
AL Alabama
AK Alaska
AS American Samoa
AZ Arizona
AR Arkansas
CA California
CO Colorado
CT Connecticut
DE Delaware
DC District of Columbia
FM Federated States of Micronesia
FL Florida
GA Georgia
GU Guam
HI Hawaii
ID Idaho
IL Illinois
IN Indiana
IA Iowa
KS Kansas
KY Kentucky
LA Louisiana
ME Maine
MH Marshall Islands
MD Maryland
MA Massachusetts
MI Michigan
MN Minnesota
MS Mississippi
MO Missouri
MT Montana
NE Nebraska
NV Nevada
NH New Hampshire
NJ New Jersey
NM New Mexico
NY New York
NC North Carolina
ND North Dakota
MP Northern Mariana Islands
OH Ohio
OK Oklahoma
OR Oregon
PW Palau
PA Pennsylvania
PR Puerto Rico
RI Rhode Island
SC South Carolina
SD South Dakota
TN Tennessee
TX Texas
UT Utah
VT Vermont
VI Virgin Islands
VA Virginia
WA Washington
WV West Virginia
WI Wisconsin
WY Wyoming
ZIP/Postal Code
Email Address
Phone Number
3.
Please indicate the following
BI Membership Number
Membership Type (Club, Individual, Lifetime)
Stock Selection Guide Tool (Toolkit 6, CoreSSG , SSGPlus)
4.
Volunteer Opportunities
- Check all that interest you’
Club Support Visits
- Makes visit to clubs either in person or online. Presents short education program. Reports visit in Survey Monkey
Communications
– Send email communications through approved BI communication system such as Interspire
Editing and/or Writing
– Helps write and/or edits letters, messages, e-post cards and chapter bulletins
Local Event Coordinator
– Finds local event venue and arranges logistics for event, Reports event in Survey Monkey
Online Event Coordinator
– Collects event data to be posted on web page. Reports event in Survey Monkey
Mentor
– Answers questions and supports members and clubs who need help
Satellite Support
- Works on chapter team to provides support to volunteers in chapter
Secretary/Administration
- Recording Secretary - takes Board Mtg minutes; Membership Administrator; Data Administrator…
Social Media
– Post events on Social Media such as Facebook
Teacher: Local Outreach Programs
– Teaches classes to the public for outreach programs for Money Smart Week, Financial Literacy, and other outreach programs
Teacher: Local Member Education
– Teaches education programs for member in person in local satellite area
Teacher: Online Programs
– Works with the Online Chapter team teaching webinar classes
Technology: Web Author
– Review and update OLC web pages
Technology: Support
– Assisting volunteers in various technology support such as GTM/GTW, Microsoft products, web support
Other
(please specify)
5.
Investment Club HISTORY
Are you a member of an Investment Club? (Yes/No)
Year Joined
6.
Club Positions Held?
President
Treasurer
Secretary
Education Chair
Other (please specify)
7.
Investment Club Accounting Software Used?
MyIClub Accounting
Club Accounting Online
Club Accounting 3
Other (please specify)
Computer Experience
8.
Computer Owned
PC
Mac
Other (please specify)
9.
Microsoft Office Experience
None
Basic
Advanced
Expert
Word
None
Basic
Advanced
Expert
PowerPoint
None
Basic
Advanced
Expert
Excel
None
Basic
Advanced
Expert
SharePoint
None
Basic
Advanced
Expert
10.
Other Software Experience
None
Basic
Advanced
Expert
Survey Monkey
None
Basic
Advanced
Expert
GoToMeeting
None
Basic
Advanced
Expert
GoToWebinar
None
Basic
Advanced
Expert
EventBrite
None
Basic
Advanced
Expert
Other (please specify)
11.
Social Media
None
Basic
Advanced
Expert
Facebook
None
Basic
Advanced
Expert
MeetUp
None
Basic
Advanced
Expert
Twitter
None
Basic
Advanced
Expert
Other (please specify)
12.
What chapter positions have you held?
None
President/Chairman
Secretary
Budget/Finance
Treasurer/Assistant Treasurer
Email Communications
GTM Organizer
Visit-a-Club Contact
Web Author
Education Chair
Teacher
Member Outreach
New Member Growth
Marketing/Publicity
Special Events Chair
Model Club Liaison
Facilities Coordinator
Materials & Equipment
Nomination Committee
Registrar
Special Assignment
Youth Chair
Other (please specify)
13.
Personal Statement
(drag lower right corner to expand)
Please continue to question 14.
