Branch Leadership Resources
Chicago Dental Society — Branch Leaders
Welcome, Branch Leaders
We're glad you're here. This page was built with you in mind, a dedicated space where you can find everything you need to lead your branch with confidence. From governance documents and financial guidance to speaker resources and marketing tools, it's all in one place so you can spend less time searching and more time serving your members.
Your branch. Your resources. All in one place. We're here whenever you need us.
Welcome, Branch Leaders
We're glad you're here. This page was built with you in mind, a dedicated space where you can find everything you need to lead your branch with confidence. From governance documents and financial guidance to speaker resources and marketing tools, it's all in one place so you can spend less time searching and more time serving your members.
Your branch. Your resources. All in one place. We're here whenever you need us.
Branch Resources
Everything you need to run a strong, well-organized branch is right here. Browse the resources below to find meeting templates, governance documents, marketing materials, and membership tools, all developed by CDS to help your branch thrive.
COMMUNICATIONS
FUNNEL
Know when your messages are hitting your members’ screens.
BRANCH
MAPS
Understanding your branch's geographic boundaries.
STAFF
CONTACT LIST
Need help? Here are the people who can help you!
BRANCH
CONTACT LIST
Resource for cross-branch collaborations.
SEASONAL MEETING
FORM
Submit your branch season details here by July 1!
LEADERSHIP
SUBMISSION
Submit your branch's incoming leader information each year.
Debrief
Presentation
Download the May 8, 2026 slides here.
Debrief Meeting
Recording
The full recording at your own pace.
Finance Resources
Sound financial management is key to a healthy branch. Below you'll find the budgeting tools, reimbursement forms, and reporting resources you need to stay on track, along with a direct line to our CDS finance team whenever questions come up.
FINANCE DEADLINES
Never miss a critical finance deadline!
REIMBURSEMENT FORMS
Need to submit an expense? Everything you need is here!
A/V REIMBURSEMENT
Submit your A/V expenses here after each event.
SEASON TICKET REBATE
Submit season ticket sales by December 15th to claim your rebate.
GREEN COAT REIMBURSEMENT
Submit your Green Coat visit dinner cost after your event.
Speaker Resources
Bringing a great speaker to your branch event starts here. Use the step-by-step process below to request, confirm, and coordinate a speaker, and reach out to our Education department anytime you need guidance along the way.
SPEAKER INFO PACKET
Share this packet with every speaker before your branch event.
SPEAKER CONTRACT
A required agreement for all branch speakers.
DISCLOSURE FORM
Download the form and ensure your speaker submits it before your event.
Still have questions?
Can't find what you're looking for, or need something that isn't listed here? The CDS Leadership team is always just an email away. Reach out and we'll make sure you get what you need.
