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AssociationAssociationWebinar MeetingWebinar Meeting

Thursday, January 21, 2010Thursday, January 21, 20109:00 am – 11:00 am9:00 am – 11:00 am

AgendaAgenda

9:00 – 9:15 Welcome and Introductions9:15 – 9:45 Feedback from October Meeting;

State of the UTRA Union; Committee Updates; Survey

Results9:45 – 10:45 Guest Speakers – Linda Havlin,

Barry Schilmeister, Geoff Manville

MercerLegislative Updates

10:45 – 11:00 Questions; Conclusion

Feedback from October Feedback from October MeetingMeeting16 respondents

Useful/ Valuable

Networking Time %

Useful/

Valuable Presentation %

Useful/

Valuable Group

Discussion %

5 Exceptional 1 6% 0 0% 0 0%

4 Very Good 4 25% 4 25% 6 38%

3 Good 10 63% 8 50% 8 50%

2 Fair 1 6% 3 19% 2 12%

1 Poor 0 0% 1 6% 0 0%

Feedback from October Feedback from October MeetingMeeting

Convenience of Time/Meeting

Location % Overall Meeting %

5 Exceptional 5 31% 0 0%

4 Very Good 5 31% 6 38%

3 Good 6 38% 10 62%

2 Fair 0 0% 0 0%

1 Poor 0 0% 0 0%

State of the UTRA UnionState of the UTRA UnionSince October 2008:• Four quarterly in-person meetings,

rotating between Buffalo and Rochester; one webinar

• Averaging 30 people per meeting • Sponsored one networking event in

Batavia• Sponsored Worldatwork certification

course• Became Local Network of WorldatWork

State of the UTRA UnionState of the UTRA UnionSince October 2008:• Developed website

www.upstatetotalrewards.org • Developed our branding, including a logo,

tag line and colors, working with Gram Design

• Explored using outside vendors to assist in website development; decided to keep internal at this point

State of the UTRA UnionState of the UTRA UnionSince October 2008:• Initial mailing list 38 individuals across 33

companies• Now 109 individuals across 59 companies • Companies represent a broad spectrum• Held elections• Have draft by-laws, being finalized under

advice of attorney• Three additional committees formed

State of the UTRA UnionState of the UTRA UnionFor 2010 and Beyond (under consideration):• Continue to partner with WorldatWork for

educational and revenue generating opportunities

• Implement an annual membership fee, inclusive of a student fee

• Develop a members only section on our website to foster increased networking opportunities

State of the UTRA UnionState of the UTRA Union

For 2010 and Beyond (under consideration):• Develop a job posting database to assist

in recruitment and provide an additional revenue source

• Develop contacts in Buffalo and Rochester media to raise the profile of the group

• Develop a joint meeting or event with local SHRM organizations and/or the Greater Toronto Rewards Association

State of the UTRA UnionState of the UTRA Union

For 2010 and Beyond (under consideration):• Continue to build on our membership

base to be take advantage of opportunities provided larger organizations, such as the WorldatWork speakers bureau

• Develop partnerships with select local colleges to foster student interest in the organization and profession

• Audit Committee to be implemented

Organizational Committee Organizational Committee UpdateUpdateElections

• 66 members were eligible to vote based on their prior attendance at a UTRA meeting

• 33 votes were cast (50% of those eligible)• President – Bob Lampka 33 votes• Vice President – Rose Sweeney 32 votes• Treasurer – Lisa McLaughlin 33 votes• Secretary – Chuck Brown 33 votes

Organizational Committee Organizational Committee UpdateUpdateElections/Organizational Matters

• By-law draft - Approved 32 votes; 1 No with suggested changes to be incorporated

• Met with Buffalo area attorney that specializes in non-profits; he is providing assistance in becoming a more formal organization

Events Committee Events Committee UpdateUpdate

Co-Chairs Bob Lampka, HSBC

Robert.w.lampka@us.hsbc.com, 716-841-7648

Denise Martin, Kaleida Healthdmartin@kaleidahealth.org, 716-859-8588

Events Committee Events Committee UpdateUpdate• WorldatWork certification courses for

2010 at Crowne Plaza in Niagara Falls • C12 Variable Pay – Improving

Performance with Variable Pay - May 3rd and 4th

• C17 Market Pricing – Conducting a Competitive Pay Analysis – September 13th and 14th

• 5% discount to be offered UTRA members for registering at least a month prior to the event

Events Committee Events Committee UpdateUpdate• April meeting likely Thursday 15th or 29th

and hosted by Lawley, who will be presenting on Wellness Initiatives; plan to have networking lunch immediately after meeting

• ESL Federal Credit Union in Rochester tentative host July meeting; ideas for guest speaker needed

• WorldatWork offers a speakers bureau with attendance of 50 or more

Membership/Treasury Membership/Treasury Committee UpdateCommittee Update

Co-Chairs Veronica Gorski, FedEx

Veronica_Gorski@ftn.fedex.com, 716-879-1048

Lisa McLaughlin, ESLlmclaughlin@esl.org, 585-336-1354

Membership/Treasury Membership/Treasury Committee UpdateCommittee Update

Membership Statistics as of January 6, 2010:

•109 members (increase of 9 from October 2009 meeting)

•59 companies (increase of 3 from October 2009 meeting)

Membership/Treasury Membership/Treasury Committee UpdateCommittee Update

Annual Membership Fees: (to be finalized and presented soon)

$50 Professional Member$25 Student

Membership/Treasury Membership/Treasury Committee UpdateCommittee Update

Meeting Fees (pending finalization):

$10 Members (instituted July 2009)$25 Non-Members

$ 5 Member – Student$15 Non-Member – Student

Membership/Treasury Membership/Treasury Committee UpdateCommittee Update

Treasury Statistics: Income

•$230 10/8/2009 UTRA meeting (23 attendees@$10)

•$5,280 11/2 - 11/4/2009 World at Work course Expense $1,752.50 Crowne Plaza WorldatWork course

Membership/Treasury Membership/Treasury Committee UpdateCommittee Update

Treasury Statistics 2009 Calendar Year:

Income $6,210.00

Expense $2,280.76

Balance $3,929.24

Communications/Web Communications/Web Design Committee Design Committee

UpdateUpdateCo-Chairs

Chuck Brown, Gibraltar cbrown@gibraltar1.com, 716-826-6500

x3282Rose Sweeney, Rich Products

rsweeney@rich.com, 716-878-8065

Communications/Web Communications/Web Design Committee UpdateDesign Committee Update• Since our last update, the primary focus

has been keeping our website current and sharing relevant information with members. That has included:

•Promoting upcoming events•Recapping events that have occurred•Maintaining an archive of presentation

materials from previous meetings

Communications/Web Communications/Web Design Committee UpdateDesign Committee Update• Our intent is to have our website as the

primary source of communication for members

• During 2010, we will look to add new features and types of content which members find valuable

• To identify these features, we will be surveying members • We will also be seeking individuals who have an interest in

providing content

Guest SpeakersGuest SpeakersLinda Havlin

Worldwide Partner

Barry SchilmeisterActuary

Geoff ManvilleLegislative Relations Leader

Mercer

QuestionsQuestions

Thank you for your continued participation and support