CREDIT PROFESSIONALS INTERNATIONAL
CREDIT PROFESSIONAL OF THE YEAR
CREDIT PROFESSIONAL OF THE YEAR
Application Form
For year October 1, 2006 to
September 30, 2007
CREDIT PROFESSIONALS INTERNATIONAL
CREDIT PROFESSIONAL OF THE YEAR
Application Form
For year October 1, 2006 to September 30, 2007
Name________________________________ Local Association____________________________
Firm_________________________________ City ______________________________________
Type of Business_______________________ State ______________________________________
Position ______________________________ District ____________________________________
Duties _______________________________ Present Position in:
Address ______________________________ Local Assn. ________________________________
_____________________________________ State _____________________________________
Phone Number ________________________ District ____________________________________
This questionnaire must be filled out completely, every question answered even if the answer is no or none, and must be
accompanied by a letter of not more than 250 words written by the candidate’s local association recommending the member
for the award. In order to qualify, the nominee must be a member in good standing, doing some phase of credit work as set
up by our international standards. International Officers are excluded from competition for this award. Award to be based
solely on the year designated on this form. (Candidate shall not nominate him/herself.)
• Send minutes of meeting at which candidate was nominated by the local association.
• Additional documentation not to exceed 4 pages. Do not send photos or scrapbooks.
(Additional documentation is in addition to the application, letter of recommendation and minutes)
Local Associations Do not send this information directly to the International Committee. Nominees must first win the District
award before International can consider them.
If your District has a State organization your submissions must be first submitted to your State Association; they in turn will
submit it to the District.
Must be returned to the District Advisory Committee on or before December 31, 2007.
The District Advisory Committee will forward the information of the District winner to the International Advisory Committee by
March 31, 2008.
No consideration will be given to applications or materials received after the due date.
To District Advisory Committee:
• Awards Program 1B applying to this award states “It will be the responsibility of the District Advisory Committee to confer
and choose the District Credit Professional of the Year.”
• The chairman of the District Advisory Committee shall send the following items to each member of the International
Advisory Committee on or before the due date, March 31, 2008.
1. A copy of the letter from the local association and the qualifications and additional documentation (not to exceed four (4)
pages.)
2. Attach a letter of recommendation stating that the applicant has been chosen as the District nominee.
• Send by email where possible or certified mail (or enclose a stamped self-addressed postcard to be returned
acknowledging receipt) by March 31, 2008.
CREDIT PROFESSIONAL OF THE YEAR EVALUATION FORM
For individual scoring
District:__________Name of Nominee:__________________________________________
Local Association:___________________________________________________________
Listed below are the applicable categories and point scoring guidelines:
POINT SCORING GUIDELINES
1. Attendance: 1 point for each Local regular meeting; 1 point each other CPI Locals.
2. Educational Certification: 2 points each for CPI sponsored courses and seminars; (attending a State, District or
International event counts as two points inclusive, not points per session or speaker at the event)
1 point each for other Credit Education Activities.
3. Membership & Extension Efforts:
Membership: 5 points for each new member; 2 points for each activity to build
membership.
Extension Efforts: 5 points for a new Local Association; 1 point for each participation
in extension activities; 1 point for each follow-up.
4. Editorial Submissions: 5 points for a submission for either a District or International
Publication. (Submissions must be written by candidate and not related to a particular office held, i.e. President’s message,
committee report, editorial, etc.)
5. Cooperation & Assistance to CPI: 3 points each for Local; 2 points each for State or District
(office or committee positions held, other); 1 point each for International (committee positions only).
6. Promotion for CPI: 10 points for obtaining or maintaining CPI Certification. 3 points for participating in a CPI Walk-A-
Thon by walking, sponsoring another member or giving a donation, etc., and 1 point each for other activities such as speaker
at a local meeting, obtaining speakers for meetings, taking an active part in Ways & Means projects, etc.
7. Community credit activities and other community participation. This should be community, not local association
programs. (Employment duty related talks or seminars are excluded and cannot be applied to this point system).
5 points for active participation in Credit Education Month;
2 points each for schools and talks to other organizations;
2 points each for conducting credit seminars;
2 points each for active community participation (not necessarily credit, could be work for
United Way, Red Cross, etc.)
Note: Each activity must be listed in one (1) category only and there is no limit on the
number of points that can be accumulated.
APPLICATION FORM
Note: Each activity must be listed in one (1) category only and there is no limit on
the number of points that can be accumulated.
1. LOCAL ASSOCIATION ATTENDANCE AND OTHER CPI MEETINGS ATTENDED AND DATES:
LOCAL: 1 Point for each Regular Meeting Attended
How many meetings did the candidate attend? _________
OTHER CPI LOCALS: 1 Point each
Did candidate attend any CPI Seminars or meetings at other local CPI Association: _______
(List dates and sites)
2. EDUCATIONAL CERTIFICATION:
CPI SPONSORED COURSES AND SEMINARS: (List and give dates. Attending a State, District or
International event counts as two points inclusive, not a point per session or speaker at the event)
2 Points for each function attended.
OTHER CREDIT EDUCATION ACTIVITIES: (List and give dates) 1 Point for each function attended.
3. MEMBERSHIP & EXTENSION EFFORTS:
NEW MEMBERS: Number of new members candidate was responsible for this past year. 5 Points for
each new member (List names and date dues paid)
ACTIVITY TO BUILD MEMBERSHIP: (Describe other activities to build membership (such as news releases, contacts with
businesses, etc.) 2 Points for each activity.
EXTENSION EFFORTS:
NEW LOCAL ASSOCIATION: (List and give date of Charter) 5 Points for a new association
EXTENSION ACTIVITY (List and give dates) 1 Point for each.
FOLLOW-UP: (List and give dates) 1 Point for each follow-up.
4. EDITORIAL SUBMISSIONS: District or International Publication, (Subject/title and date of publication)
5 Points for a submission
(Submissions must be written by candidate and not related to a particular office held, i.e. Presidents message,
committee report, editorial, etc.)
5. COOPERATION AND ASSISTANCE TO CPI: (Office or committee positions held, other)
LOCAL: (List and give dates) 3 Points for each.
STATE OR DISTRICT: (List and give dates) 2 Points for each.
INTERNATIONAL: 1 Point each for committee positions only.
6. PROMOTION FOR CPI: What did candidate personally do to promote CPI?
1. CPI CERTIFICATION: 10 Points for obtaining CPI Certification. (Give date received within past 5 years.)
MPCE_______________PCE________________PCS_________________PCA_______________
2. CPI WALK-A-THON: 3 Points each activity. (List dates & activity)
3. OTHER PROMOTION: 1 Point each activity. (List dates, topics or projects)
A. Speaker at a local meeting:
B. Obtaining a speaker for meeting:
C. Ways & Means projects:
D. Any other projects:
7. COMMUNITY CREDIT ACTIVITIES AND OTHER COMMUNITY PARTICIPATION:
(This should be community, not local association programs. Employment duty related talks or seminars are
excluded and cannot be applied to this point system.)
CREDIT EDUCATION MONTH: 5 Points (List date (s) and activity)
(Example: Scholarship judging and presentations, mall displays, radio or television presentations, etc.)
SCHOOLS & TALKS TO OTHER ORGANIZATIONS: (List dates & organization) 2 Points each.
CREDIT SEMINARS: (List dates & details) 2 Points each.
COMMUNITY PARTICIPATION: 2 Points each.
(Not necessarily credit, could be work for United Way, Red Cross, etc.
Submit additional pages if needed. Additional documentation should not exceed 4 pages. Do not send photos or
Scrapbooks.
Candidate’s Signature _________________________________________Date____________________
Local association signatures:
President____________________________________________________Date____________________
Secretary____________________________________________________Date____________________
Signature/District Advisory Chairman_______________________________________Date_______________
Attach copy of minutes of the local association, board or advisory committee meeting showing endorsement of local
association
Attach letter of recommendation for this award from your local association of not more than 100 words.
PRINT FORM
PRINT FORM .RTF FORMAT
CREDIT PROFESSIONAL OF THE YEAR
Application Form
For year October 1, 2006 to September 30, 2007
Name________________________________ Local Association____________________________
Firm_________________________________ City ______________________________________
Type of Business_______________________ State ______________________________________
Position ______________________________ District ____________________________________
Duties _______________________________ Present Position in:
Address ______________________________ Local Assn. ________________________________
_____________________________________ State _____________________________________
Phone Number ________________________ District ____________________________________
This questionnaire must be filled out completely, every question answered even if the answer is no or none, and must be
accompanied by a letter of not more than 250 words written by the candidate’s local association recommending the member
for the award. In order to qualify, the nominee must be a member in good standing, doing some phase of credit work as set
up by our international standards. International Officers are excluded from competition for this award. Award to be based
solely on the year designated on this form. (Candidate shall not nominate him/herself.)
• Send minutes of meeting at which candidate was nominated by the local association.
• Additional documentation not to exceed 4 pages. Do not send photos or scrapbooks.
(Additional documentation is in addition to the application, letter of recommendation and minutes)
Local Associations Do not send this information directly to the International Committee. Nominees must first win the District
award before International can consider them.
If your District has a State organization your submissions must be first submitted to your State Association; they in turn will
submit it to the District.
Must be returned to the District Advisory Committee on or before December 31, 2007.
The District Advisory Committee will forward the information of the District winner to the International Advisory Committee by
March 31, 2008.
No consideration will be given to applications or materials received after the due date.
To District Advisory Committee:
• Awards Program 1B applying to this award states “It will be the responsibility of the District Advisory Committee to confer
and choose the District Credit Professional of the Year.”
• The chairman of the District Advisory Committee shall send the following items to each member of the International
Advisory Committee on or before the due date, March 31, 2008.
1. A copy of the letter from the local association and the qualifications and additional documentation (not to exceed four (4)
pages.)
2. Attach a letter of recommendation stating that the applicant has been chosen as the District nominee.
• Send by email where possible or certified mail (or enclose a stamped self-addressed postcard to be returned
acknowledging receipt) by March 31, 2008.
CREDIT PROFESSIONAL OF THE YEAR EVALUATION FORM
For individual scoring
District:__________Name of Nominee:__________________________________________
Local Association:___________________________________________________________
Listed below are the applicable categories and point scoring guidelines:
POINT SCORING GUIDELINES
1. Attendance: 1 point for each Local regular meeting; 1 point each other CPI Locals.
2. Educational Certification: 2 points each for CPI sponsored courses and seminars; (attending a State, District or
International event counts as two points inclusive, not points per session or speaker at the event)
1 point each for other Credit Education Activities.
3. Membership & Extension Efforts:
Membership: 5 points for each new member; 2 points for each activity to build
membership.
Extension Efforts: 5 points for a new Local Association; 1 point for each participation
in extension activities; 1 point for each follow-up.
4. Editorial Submissions: 5 points for a submission for either a District or International
Publication. (Submissions must be written by candidate and not related to a particular office held, i.e. President’s message,
committee report, editorial, etc.)
5. Cooperation & Assistance to CPI: 3 points each for Local; 2 points each for State or District
(office or committee positions held, other); 1 point each for International (committee positions only).
6. Promotion for CPI: 10 points for obtaining or maintaining CPI Certification. 3 points for participating in a CPI Walk-A-
Thon by walking, sponsoring another member or giving a donation, etc., and 1 point each for other activities such as speaker
at a local meeting, obtaining speakers for meetings, taking an active part in Ways & Means projects, etc.
7. Community credit activities and other community participation. This should be community, not local association
programs. (Employment duty related talks or seminars are excluded and cannot be applied to this point system).
5 points for active participation in Credit Education Month;
2 points each for schools and talks to other organizations;
2 points each for conducting credit seminars;
2 points each for active community participation (not necessarily credit, could be work for
United Way, Red Cross, etc.)
Note: Each activity must be listed in one (1) category only and there is no limit on the
number of points that can be accumulated.
APPLICATION FORM
Note: Each activity must be listed in one (1) category only and there is no limit on
the number of points that can be accumulated.
1. LOCAL ASSOCIATION ATTENDANCE AND OTHER CPI MEETINGS ATTENDED AND DATES:
LOCAL: 1 Point for each Regular Meeting Attended
How many meetings did the candidate attend? _________
OTHER CPI LOCALS: 1 Point each
Did candidate attend any CPI Seminars or meetings at other local CPI Association: _______
(List dates and sites)
2. EDUCATIONAL CERTIFICATION:
CPI SPONSORED COURSES AND SEMINARS: (List and give dates. Attending a State, District or
International event counts as two points inclusive, not a point per session or speaker at the event)
2 Points for each function attended.
OTHER CREDIT EDUCATION ACTIVITIES: (List and give dates) 1 Point for each function attended.
3. MEMBERSHIP & EXTENSION EFFORTS:
NEW MEMBERS: Number of new members candidate was responsible for this past year. 5 Points for
each new member (List names and date dues paid)
ACTIVITY TO BUILD MEMBERSHIP: (Describe other activities to build membership (such as news releases, contacts with
businesses, etc.) 2 Points for each activity.
EXTENSION EFFORTS:
NEW LOCAL ASSOCIATION: (List and give date of Charter) 5 Points for a new association
EXTENSION ACTIVITY (List and give dates) 1 Point for each.
FOLLOW-UP: (List and give dates) 1 Point for each follow-up.
4. EDITORIAL SUBMISSIONS: District or International Publication, (Subject/title and date of publication)
5 Points for a submission
(Submissions must be written by candidate and not related to a particular office held, i.e. Presidents message,
committee report, editorial, etc.)
5. COOPERATION AND ASSISTANCE TO CPI: (Office or committee positions held, other)
LOCAL: (List and give dates) 3 Points for each.
STATE OR DISTRICT: (List and give dates) 2 Points for each.
INTERNATIONAL: 1 Point each for committee positions only.
6. PROMOTION FOR CPI: What did candidate personally do to promote CPI?
1. CPI CERTIFICATION: 10 Points for obtaining CPI Certification. (Give date received within past 5 years.)
MPCE_______________PCE________________PCS_________________PCA_______________
2. CPI WALK-A-THON: 3 Points each activity. (List dates & activity)
3. OTHER PROMOTION: 1 Point each activity. (List dates, topics or projects)
A. Speaker at a local meeting:
B. Obtaining a speaker for meeting:
C. Ways & Means projects:
D. Any other projects:
7. COMMUNITY CREDIT ACTIVITIES AND OTHER COMMUNITY PARTICIPATION:
(This should be community, not local association programs. Employment duty related talks or seminars are
excluded and cannot be applied to this point system.)
CREDIT EDUCATION MONTH: 5 Points (List date (s) and activity)
(Example: Scholarship judging and presentations, mall displays, radio or television presentations, etc.)
SCHOOLS & TALKS TO OTHER ORGANIZATIONS: (List dates & organization) 2 Points each.
CREDIT SEMINARS: (List dates & details) 2 Points each.
COMMUNITY PARTICIPATION: 2 Points each.
(Not necessarily credit, could be work for United Way, Red Cross, etc.
Submit additional pages if needed. Additional documentation should not exceed 4 pages. Do not send photos or
Scrapbooks.
Candidate’s Signature _________________________________________Date____________________
Local association signatures:
President____________________________________________________Date____________________
Secretary____________________________________________________Date____________________
Signature/District Advisory Chairman_______________________________________Date_______________
Attach copy of minutes of the local association, board or advisory committee meeting showing endorsement of local
association
Attach letter of recommendation for this award from your local association of not more than 100 words.
PRINT FORM
PRINT FORM .RTF FORMAT