2015 Annual Report
A Message from the Board Chair, Eric Gorham
We are a network of Chapters, each with a Chapter Board of Directors and together with the SIM National Board we are all focused on helping the SIM
community grow and thrive. I am proud to report two new SIM Chapters have joined the SIM family in 2015. Please join me in welcoming SIM Bay Area and SIM
Western New York to our growing Chapter base. It takes dedicated leaders to start and grow a Chapter, and I encourage you to make a connection with a Board member
in your Chapter to see where you can help. A SIM chapter in Wichita is currently being organized and more Chapters are beginning to form across the country.
In addition to our new Chapters, we’ve had another great year. SIM Chapters all over are growing and thriving. We are working hard at the national level to
bring you new and improved programs and services, and to make sure SIM remains your go-to networking, professional development and philanthropic organization well
into the future. The Regional Leadership Forum (RLF) and the Advanced Practices Council (APC) are just two of our premier programs available to members and to the
high potential leaders that each of us strive to develop within our organizations. I encourage you and your teams to get involved in the RLF learning experience, consider
participation as a member of the APC that will give you an unparalleled strategic advantage.
As always, we are focused on Chapters and programs, and we are continuing to develop a strategy to enable the organization to remain focused on our core
values while looking to a very bright future. In 2015 our society contributed over $479,000 in financial support and over 6,200 hours to the communities we live in. We
are a unique and powerful organization full of outstanding industry leaders that are dedicated to our profession.
On behalf of the SIM Board, thank you for your continued commitment to SIM and the continued growth of our society!
A Message from the Chief Executive, Steve Hufford
2015 was a great year for SIM! Each one of our 39 Chapters has a capable and committed group of leaders that deliver the SIM value
and experience to our valued members. Chapters are growing, and leaders in new communities are stepping up to start SIM Chapters. In 2015,
we welcomed Western New York (Rochester), the San Francisco Bay Area, and Wichita to the SIM family of Chapters. Each Chapter focuses on
their community, delivering value to members, and making SIM an exclusive, unique and desirable place to be. At the national level, we are
always working on ways to help Chapters bring value as well as developing national programs and events that members can use to experience
the benefit of our core values: Networking, professional development, and giving back to our communities.
Everything counts! Each time you participate in a golf event, make a donation, help a STEM program, send a high potential person to
RLF, attend a Chapter meeting, participate in APC, or refer someone to a SIM Chapter, you are helping to make SIM a great organization that is
the go-to place for senior technology leaders. Whether you’ve been around since SIM was founded in 1968 or you’re new to the organization this
year, I encourage you to reach out to your Chapter and get involved in Chapter meetings, on a committee, in a STEM effort, or in another area of
interest to you.
Finally, please take a moment to thank your Chapter Board for the work that they do to provide a great experience. If you are one of the
425 Chapter Board members throughout this great organization, please take a moment to recognize the national volunteer leaders that work
with so many great Chapters and Chapter Leaders to share best practices and ideas.
SIM Mission and Vision
SIM Vision:
To be the most respected
society of IT leaders.
SIM Mission:
SIM brings together IT
leaders to share, network
and give back to their
communities through the
collaboration of local
chapters.
SIM members strongly believe in and champion:
• The alignment of IT and business as a valued partnership;
• The creation and sharing of best practices;
• The effective, efficient and innovative business use of
information technology to continuously bring to market
valuable products and services;
• IT management and leadership skills development that
enables our members growth at each stage of their
career;
• The replenishment and education of future IT leaders
including a strong role in influencing university curricula
and continuing education;
• Working with the IT industry to shape its direction;
• Policies and legislation that stimulate innovation,
economic development, healthy competition and IT job
creation;
• Serving our communities and the industry through giving
and outreach
SIM Value Proposition
SIM is the only national professional network that connects senior-level IT leaders
with peers in their communities – providing valuable opportunities for knowledgesharing, professional development, collaboration, and career advancement.
• Connects senior-level IT leaders with peers locally, across the nation, and the
world.
• Collaborates to share knowledge, build networks, and give back to our
communities.
• Provides high-quality professional development for career advancement.
SIM Organization
The SIM Board of Directors is responsible for setting the society's direction and policies, establishing its
programs and managing its budget.
The Chief Executive supports and oversees SIM’s operations and manages the professional staff. The Chief
Executive reports to and works closely with the Board of Directors.
The Management Council consists of SIM’s program area directors who ensure SIM’s programs and
initiatives fulfill the strategic goals of the association.
The strength of SIM is built around its local Chapters, where rewarding membership experiences are created
by way of knowledge sharing and networking.
SIM’s mission is centered around supporting its chapters. All programs, services, and support are fashioned
and delivered with the chapters in mind. Chapter leader feedback and buy-in is essential to ensure the
future of the organization.
SIM Organization
SIM Board of Directors
Kevin More, Chair
Caren Shiozaki, Vice Chair
Eric Gorham, Chair Emeritus
Joel Schwalbe, Treasurer
Leo Pellerin, Secretary
Kevin Sauer, Chapter Rep
Dave Berndt, Chapter Rep
Joe Bruhin, Chapter Rep
Steve Heilenman, Chapter Rep
Steve Hufford, Chief Executuve
SIM Management Council
Madeline Weiss – Advanced Practices Council
June Drewry – Regional Leadership Forum
Debbie Jowers – Conferences
Andrew Jackson – Chapter Relations
Mary Sumner - Academic Programs
Pat Randall & Gene Janiszewski – Membership
Keri Pearlson & Mark Hoekstra – Chapter Programs
Nanci Schimizzi & Deborah DeCorrevont – Outreach
Jeff Skulsky – Core Offerings
Judy Arteche-Carr – Partnerships
Sandi Phillips & Dan Gorecki – Technology
What does SIM mean to members?
Networking
Learning Opportunities
Giving Back
Community
Research
Strategy
is driven by
Top 4 SIM Priorities
Strategic
Imperatives
which reveal
CSFs…
Areas of
Focus for
Society
Benefit
which is
input to…
Measuring
the progress
of SIM
Strategy
Committed, actively engaged Chapters focused on leveraging the legacy of SIM to promote
exceptional leadership at all levels of the IT industry
Exceptional
Branding &
Marketing
Strategic Imperatives
Chapter
Engagement
Continuous Member
Development & Growth
Operational
Excellence
Community
Outreach
Strategic Objectives
Develop a National SIM
Marketing Strategy
including promotion of
Chapter Successes
Develop and clarify the
path for SIM
membership
Launch a COE model to
leverage best practices
across SIM
Create a SIM
Communication Strategy
Strengthen SIM Board
partnership with
Chapters
Reengineer SIMposium
for a 2017 launch
Leverage SIM’s internet
presence to build its
national reputation
Develop a
Partners/Sponsors
program to benefit
National/Chapters
Strengthen alliances
with similar organization
to benefit Chapters
Leverage the Brand to
align & promote the
organization
Develop a national
membership
recruitment and growth
strategy
Chapter Growth
Membership
Retention
Continuously enhance SIM’s
web presence and evaluate
online delivery of SIM
programs and offerings
Strategic
Measures
Reengineer and simplify the
membership process
Leverage the Chapters
to promote RLF, APC
Develop and implement
Chapter playbooks to
enhance overall
governance, opns and
fundraising
Develop a National
STEM Initiative which
also leverages current
efforts
Define standard criteria for
vendor involvement
Provide framework for
partnering with national
student organizations
Reengineer the National
Office Operating Model to
align to the Strategy
Investigate new sources
of funding through
national grants and
others
Membership
Satisfaction
Financial
Viability
2015 Key Accomplishments – New Chapters
In 2015, SIM officially welcomed two new Chapters, Western New York and San
Francisco. There has been great momentum in both locations as they are both
acquiring new members and meeting regularly.
The exceptional local leadership deserves all the credit for getting these new
Chapters up and off to a promising start! If you would like to start a SIM
Chapter, please contact Andrew Jackson, Director of New Chapter Development
at [email protected].
2015 Membership Stats
In 2015, SIM grew 7% over 2014, an incredible accomplishment!
This growth is due to the efforts that each chapter has made.
Membership By Month
Year End Membership Totals
5500
4,939
5,000
4,100
1,000
4500
4000
Axis Title
Number of Members
2,000
5000
3,657
4,000
3,000
4,353
4,612
3500
2012
3000
2013
2500
2014
2000
2015
1500
1000
0
2011
2012
2013
Years
2014
2015
Jan Feb Mar Apr May Jun
Jul
Axis Title
Aug Sep Oct Nov Dec
2015 Membership by Chapter
At-Large 49
Alabama 25
Colorado 167
Dallas/Fort Worth 316
Northeast Ohio 82
Philadelphia 278
Albany 52
Arizona 133
Detroit 176
Fairfield/Westchester 221
Portland 162
RTP 133
Atlanta 94
Austin Texas 82
Houston 217
Indianapolis 107
Boston 407
Capital Area 100
Las Vegas 41
Louisville 12
Central California
9
Central Connecticut 151
Central Florida 123
Charlotte 105
Chicago 249
Memphis 105
Minnesota 49
San Diego 101
San Francisco 11
Seattle 122
South Florida 9
Southern California 278
St. Louis 103
Toronto
8
Nashville 19
New Jersey 326
Western New York 37
Wichita 21
New York Metro 182
Wisconsin 77
2015 Financial Performance
Year End Revenue - $4,209,266
Year End Expenses - $4,144,609
Year End Net - $64,657
SIM’s annual budget is Board-approved and includes Board Designated funds
allocated to support strategic initiatives created to advance the organization
and improve the value to our members, while leaving sufficient funds to
support the day-to-day operations.
SIM’s main sources of revenue:
- RLF Program Registration
- Membership Dues
- APC Membership
SIM’s main expenses:
- Operating costs
- Program Administration
- Strategic Initiatives
2015 Key Accomplishments – Advanced Practices Council
Three in-person meetings – topics included:
• Enterprise Internet of things
• Digital natives and ubiquitous information systems
• Business innovation accountability and the IT
department
• Wearable technology
• Harnessing the power of big data and predictive
analytics
•
•
•
•
•
•
•
Optimizing staff resources for future success
Ecosystem leadership
Governance of predictive analytics across the firm
Innovation contests
Enterprise management of the human cloud
The strategic CIO
Ambient organization
Membership
– 33 member companies
Cyber Security
– Met with Senate staffers to encourage legislation to protect companies from legal action if they share cyber
threats and attacks ​
Webinars
– Three webinars after each APC meeting highlighting key messages of the presentations
– Partnered with the Capital Area Chapter on a webinar on Negotiating the “Non-Negotiable”: Tips and Tales from
the Trenches of IT Contracting
2015 Key Accomplishments - Advanced Practices Council
​Research Released to APC Members
– Reports
•
•
•
•
The Role of Collective Intelligence to Improve Information Security
The Jewel in the Crown: Enterprise Architecture at Chubb Insurance
Selecting Digital Data Stream Winners
Enterprise Internet of Everything
SIMposium
– Conducted sessions at SIMposium 2015 highlighting findings from APC research
– Held roundtable breakfast at SIMposium 2015 for members and prospects
Contributions
– Contributed to various CIO.com and CIO Insights articles
Marketing Efforts
– Redesigned APC web pages (went from 20+ pages to 4 key pages)
– Added Steve Pickett as an APC Advisor in the fall of 2015
– Sent 14 emails to prospects promoting APC content and meetings
– Created a new APC marketing folder to send to prospects
2015 Key Accomplishments - SIMposium
Another successful SIMposium, held at the
Sheraton Charlotte Hotel, attracted nearly 700
attendees and was packed full of interesting
speakers and interactive sessions.
2015 Key Accomplishments - SIMposium
The future of our conference:
• Move toward an exclusive, invite-only, go-to
event
• Deliver results to attendees and sponsors
• Heavy focus on senior leadership topics and
events
• Potential time frame change (move month
and days of the week)
• Create a forum to build deep and trusting
relationships
• Take charge of the sponsor relationship, the
planning and the location
SIMposium Attendees
1000
800
600
400
200
0
2011
2012
2013
2014
2015
2015 Key Accomplishments – Regional Leadership Forum
​Graduate RLF
– Launched in October 2014 (three sessions held in
2015)
– 18 registered attendees
– Facilitated by Bart Bolton and Mary Jo Greil
– Renamed Executive RLF for 2016 offering
– Darwin John joined the facilitation staff for 2016
– Adjusted the 2016 program based on 2015 learnings
​Registrations
• 9 locations, 10 offerings, all except 2 are doubles
• 297 total registrants compared to 251 in 2014
(a 18% increase)
• Awarded 2 military scholarships
RLF Registration 2011 - 2015
350
Registrations
RLF Directors
– June Drewry
– Kevin Ryan, SIMposium
– Phil Zwieg, Contracts and Marketing
– Cliff Higbee, Facilitator Calls and Face-to-Face Meetings
Registration
– 9 locations, 10 offerings, all except 2 are doubles
– 297 total registrants compared to 251 in 2014
(a 18% increase)
– Awarded 2 military scholarships
295
300
250
200
219
231
2012
2013
251
181
150
100
50
0
2011
Year
2014
2015
2015 Key Accomplishments – Regional Leadership Forum
SIMposium
–224 RLF attendees at SIMposium 2015, plus 22 RLF staff
–Graduation Key Note Speaker, Morag Barrett
–Great response to conference leadership theme
Facilitation and Administration
–Increased high touch by placing 2 facilitators in every forum
–Apprenticed 2 new facilitators as part of succession planning
–Redid all contracts per SIM’s lawyer’s guidance
Marketing
–Reworked forum web pages for 2016
–Purchased marketing giveaways to keep brand visible
–Hired 2 new sales people as part of succession planning
–Introduced Chapter scholarship program pricing
–Hired a marketing resource to rework materials and practices
2015 Key Accomplishments – STEM Outreach
•
SIM Chapters donated more
than $479,153 for scholarships and STEM Outreach activities including:
- Teen Tech Camps
- IT Career Days at universities
- Career Speed Dating
- Career Shadowing
- Summer workshops on computer hardware
- Raspberry Pi projects
- Donations of equipment
•
•
SIM members donated thousands of volunteer hours mentoring, speaking and teaching
Outreach Co-Directors, Nanci Schimizzi and Deborah DeCorrevont, worked tirelessly this year to:
•
Establish alliances/relationships with organizations that provide STEM resources and connect them with
Chapters via webinars and conference calls
•
Facilitate webinars and conference calls where Chapters share their programs (successes and failures) in
order to learn from one another
•
Develop a metrics template to accurately identify the outreach efforts of chapters (dollars raised, hours
given, programs/schools supported, etc.)
2015 Key Accomplishments – STEM Outreach
SIM Outreach by the numbers
• Dollars Given or Spent: over $479,153
• Kids Reached: 8,856
• Years of Continuous Programming: 31
• SIM Volunteers involved: 347
• Total volunteer hours: over 6,200
• Non-profits involved: 65
• Schools: over 241
2015 How we provide services to you
YourMembership, the SIM website CMS, is constantly improving its interface and
bringing new features. Some new features/upgrades in 2015 included:
– Quick create invoicing
– Improved event registration portal
– Additional macros available for use within the bulk email system
– New resource manager for a more intuitive experience when uploading and
managing files and resources
– Frontend published custom queries display real-time results
– New administrative user interface
• New interactive chapter map replacing the drop down menu
• Program Directors focused on bringing value through current programs and
turning up new programs (Security SIG coming in 2016!)
•
Thank You!
As always, thank you for your service to and participation in SIM!
See you at Mohegan Sun!
www.simposium2016.com