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Corporate Portfolio Management Association Membership Agreement Upon completion and submission of the above survey, you (“The Member”) will receive a membership in the Corporate Portfolio Management Association (“CPMA”) which is subject to the following principles and guidelines. CPMA: Organizational Objective CPMA aims to bring like minded professionals and practitioners together to improve their resource allocation efforts through a corporate portfolio management discipline. It is the aim of the CPMA to: - Foster the development and sharing of ideas, processes, tools and techniques around the optimization of resource allocation to benefit Members.
- Highlight resource allocation challenges and successes of organizations as a way to educate and inform its membership.
- Create and offer CPMA’s developed tools, benchmarking information and services
- Leverage the work of experts in areas related to resource allocation to benefit members
The Member agrees to participate in CPMA subject to the following: - No spectator rule – The Member agrees that the value of CPMA to its membership and the Member increases if the Member is actively engaged in the organization. Active engagement implies participation in events and offering up insights, challenges and successes faced by the Member.
- Membership – In exchange for completing the membership survey, the Member will receive a free membership to the CPMA for a period of twelve months. Membership is currently free to any individual from a practitioner organization completing the survey. Software and/or consulting companies are not currently permitted to become members. More generally, the CPMA does reserve the right to limit membership as appropriate.
- Access - The Member will be able to leverage the resources of CPMA. All usernames/passwords for the website, intranet which are distributed must be linked to the business email of the Member. From time to time, the passwords on these accounts maybe reset to ensure that Members continue to be actively employed with the practitioner organization. Some services, tools, etc are free while others are provided on a Members-preferred basis. Login to some services is available only to Members participating in CPMA’s best practices benchmarking.
- Confidentiality – CPMA and the Member agree to keep confidential and not disclose or use except in performance of their obligations under this Agreement, confidential or proprietary information related to the other party’s business practices, challenges, successes. All information shared by the Member with CPMA will be kept strictly confidential and is not to be shared with any third party except in the work conducted by CPMA. Additionally, information shared amongst members will be governed by the same strict confidentiality principles. For research studies, press releases, marketing and other CPMA communications, information provided by the Member maybe aggregated and shared as part of summary findings.
- Promotion. The CPMA may include Member's organization name in press releases, website or other collateral related to the CPMA. For any uses beyond those previously mentioned, the CPMA will seek specific approval for any use of Member name. CPMA is aware of the high quality standards employed by the Members and their companies in their products and services and aims to ensure those are maintained.
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