IBBA Credentialing Committee

Credentialing Committee Charter:

The Committee will consist of at least six members; Three M&AMI members, and the balance of CBI members.  The Chair and Vice-Chair of the credentialing committee will be appointed by the IBBA Board serving three-year terms, and the immediate past Chair will remain on the committee for at least 1 year for continuity.

The Credentialing Committee of the International Business Brokers Association shall devote its efforts to:

• Reviewing the current requirements of the Certified Business Intermediary (CBI®) and Merger and Acquisition Master Intermediary (M&AMI®) designations
• Review and recommend policies and procedures related to these designations including both certification and recertification requirements
• Review and recommend courses and programs from other professional organizations for consideration for outside education credits for recertification requirements
• Provide overall guidance, support and supervision to the CBI® and M&AMI® Task Forces
• Coordinate with staff, all activities associated with the Committee’s function
• Assist staff with special situations and requests from members regarding certification
• Review and recommend candidates for the Fellow of IBBA award
• Assist with the annual awards ceremony for these awards and designations
• Report all findings and recommendations to the Board of Directors of IBBA
• Assist Staff with special situations and requests

2008 Committee Chair:  Gary Papay, CBI, M&AMI, CK Business Consultants, Inc.
2008 Committee Vice-Chair:  Jim Afinowich, CBI, Fox & Fin Financial Group, L.C.

Duties of the Chairman of the Credentials Committee
• Attend all meetings and conference calls of the committee
• Prepare for committee meetings/calls by preparing and reviewing the agenda and researching issues to be discussed at the meeting/call in accordance with the Committee Charter
• Actively participate in discussion at the meeting
• Follow through promptly on any assignments for the Committee
• Support committee recommendations before the Chairman and the full board
• Prepare a written report for the Board of the Committees activities and recommendations
• Work with the Vice Chair to evaluate its own operations and action items
• Keep the member subcommittee(s) (if any) on focus
• Communicate to Committee members, affiliates and other interested parties
• Record minutes of each meeting and publish same after each committee meeting
• Assist Vice Chairman and staff with follow-up or assignments of subcommittees and working groups
• Attend other meetings when requested by the IBBA or M&A Source chair as the representative of the Committee and the Association
• Other duties as they may be needed