District 39 Toastmasters Finance Manager Report June 11, 2016 Account Balances through April 30, 2016 follow: Cash, Bank of America (BOA) $ 12,298.14 Cash, Pay Pal 4,137.27 Cash BOA + Pay Pal $ 16,435.41 District Reserve $ 34,939.26 Cash + District Reserve $ 51,374.67 The bank account activity in April was light. The biggest expense was a check sent to the Sacramento Marriot in Rancho Cordova as one of the deposits required for the 2016 Fall Conference. The 2016 Spring Conference (Conference) finances are in process. The vendors have been paid. All but two reimbursements have been sent to the parties, respectively. We are following up with one person regarding missing receipts and one VFR arrived in the mail on June 8. All deposits and checks have been posted to Intacct through the end of May. We are sending paid invoices to those who purchased Conference program ads. Where possible, we will also send a program for those who requested a copy. (For future conference planning, please be sure to order enough programs to provide copies to the major advertisers: that is, the cost of the program shouldn’t exceed the cost of the advertisement.) Toastmasters International closed the books on the third quarter on June 2. George Jarosik and I reviewed the March reports (Profit & Loss Statement and Available Funds Report) last week and will complete the narratives on variances and the Quarter 3 Certification page this week. All expenditures during the fiscal year must be approved by both the District Director and the Finance Manager and comply with Toastmasters International Policy and Protocols. Within those guidelines, we are preparing to transition all account authorizations to the new Finance Manager. This is supposed to be accomplished by July 1, 2016 with the start of the new fiscal year. The current Finance Manager will close out the books for the current year by August and all the records will be sent to Toastmasters International. Serving as your Finance Manager has been a great learning experience. Please work with our new Finance Manager and help him whenever you can. Changes will come. Be patient and remember, we are all volunteers. Some changes will be at his discretion, other changes will be at the behest of Toastmasters International. Have great year! Connie Leni Connie Leni, DTM District 39 Finance Manager, 2015-2016 916 759-3414 [email protected]
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District 39 Toastmasters Finance Manager Report
June 11, 2016
Account Balances through April 30, 2016 follow:
Cash, Bank of America (BOA) $ 12,298.14 Cash, Pay Pal 4,137.27 Cash BOA + Pay Pal $ 16,435.41
District Reserve $ 34,939.26
Cash + District Reserve $ 51,374.67
The bank account activity in April was light. The biggest expense was a check sent to the Sacramento Marriot in Rancho Cordova as one of the deposits required for the 2016 Fall Conference.
The 2016 Spring Conference (Conference) finances are in process. The vendors have been paid. All but two reimbursements have been sent to the parties, respectively. We are following up with one person regarding missing receipts and one VFR arrived in the mail on June 8. All deposits and checks have been posted to Intacct through the end of May.
We are sending paid invoices to those who purchased Conference program ads. Where possible, we will also send a program for those who requested a copy. (For future conference planning, please be sure to order enough programs to provide copies to the major advertisers: that is, the cost of the program shouldn’t exceed the cost of the advertisement.)
Toastmasters International closed the books on the third quarter on June 2. George Jarosik and I reviewed the March reports (Profit & Loss Statement and Available Funds Report) last week and will complete the narratives on variances and the Quarter 3 Certification page this week.
All expenditures during the fiscal year must be approved by both the District Director and the Finance Manager and comply with Toastmasters International Policy and Protocols. Within
those guidelines, we are preparing to transition all account authorizations to the new Finance Manager. This is supposed to be accomplished by July 1, 2016 with the start of the new fiscal year. The current Finance Manager will close out the books for the current year by August and all the records will be sent to Toastmasters International.
Serving as your Finance Manager has been a great learning experience. Please work with our new Finance Manager and help him whenever you can. Changes will come. Be patient and remember, we are all volunteers. Some changes will be at his discretion, other changes will be at the behest of Toastmasters International. Have great year!
Ever heard of Espresso.com? No, it’s not a new coffee shop. Espresso.com is a tool like Eventbrite but offers a lot more functionality than Eventbrite. Sondra brought it to the attention of District 39 after perusing District 57’s website. And thanks to Sondra, George, and Reid Walley, District 39 has now implemented this cool tool. Members can now register for D39 events by clicking a link right from the District calendar. Stay tuned for more details!
Congratulations to Donny Crandell, District 39’s winner in the 2016 International Speech contest. This is Donny’s second First Place win in a row and will be flying to Washington D.C. to compete in the 85th Annual Toastmasters International Convention August 17 – 20. Donny will be competing against finalists from around the world. If you haven’t made your reservations yet, there is still time. https://www.toastmasters.org/Events/2016-International-Convention/Full-Registration
As my term comes to a close, I would like to extend my sincere appreciation to the hard-working, dedicated PR team for their help and support this past year. Social Media Chair: David Goad Webmaster: Veena Vijayaraj-Kadidal Webmaster Assistant: Cynthia Biedermann Website Developer: Reid Walley District Photographer: Bob Cullifer I also want to officially announce Victor Jenkins as District 39’s Audio/Visual Chair. You are such an asset to the team and to District 39!
The PR team would like to Congratulate Veena as the newly elected Division J Director and Reid for his Second Place finish in the International Speech contest. Woo Hoo. You two rock!!!
Speech Makeover Project - A Community Service by Tracy Toastmasters David Goad kicked off the Speech Makeover Project on June 1 at the Tracy Sunrise Rotary with a keynote speech titled 5 Keys to High Impact Speaking. The major benefit for organizations who participate in this project is their members learn great tips on public speaking and how Toastmasters helps in the process. And the benefit to Toastmasters is we make new friends in local clubs and expose our programs to lots of potential new members. David will provide a project update in the coming weeks.
Vision: Work with district leaders to maintain high standards of club program quality, thereby creating increased club member experience and satisfaction.
The words, “thank you”, cannot begin to express the gratitude I feel to all District 39
leaders. Your continued dedication to excellence and service to our members made this
year extra special. Your value to our district is beyond measure.
A special thank you goes to the following members of the program quality committees:
PQD Administration Manager: Cindy Hatano
Toastmasters Leadership Institute Director: Laura Frank, DTM
Toastmasters Leadership Institute Operations Manager: Zack Souza, DTM
Toastmasters Leadership Institute Logistics Manager: Kathie O’Ray
Club Officer Training Coordinator: Deb Cullifer, DTM
District Chief Judge: Eddie Vierra
DCP Encouragement Committee Chair: Larry Shields, DTM
District Director Team Successes Successful Spring Conference Schedule June TLI Wrap up Area Director Club Visit Reports Implement Expresso Calendar on District Website Correct District Alignment Division J – Area Designation Review and approve Third Quarter Profit and Loss Reports. Successful Incoming Division Director Retreat
DISTRICT 39 – WHERE LEADERS ARE MADE District Director June 11, 2016 DECM REPORT
30-Day Action Items
Plan Incoming Division/Area Director Training Take action on low membership renewals Assist clubs making distinguished Transition to incoming Trio agenda Conduct District Executive Council Meeting Meet with neighboring District Directors
It has been an honor and pleasure to serve as the First District 39 Director. This year has been a year of Innovation and Adventure. Area and Division Director Training was conducted on a professional scale. Train the Trainer attracted a room full of volunteers. Trainers brought in their corporate training experience. All TLI training classes were incredible. I want to personally thank Laura Frank, Zack Souza, Joey Waldrop, David Betowski, Pat Knight, Wes Johnson, Melanee Cottrill, John Davis, Russ Steele and the entire training team. I had the honor to work with the best Division and Area Directors. Thank you so much for your dedication and sacrifices you made for the members. I cannot thank each member of the Executive Team enough; this has been a successful year thanks to you. Thank you so much!
District 39 Where Leaders are Made
Division A Report June 11, 2016
Vision: Division A is having fun while helping each other follow our paths to success!
Team Members: Area 11 Director: Kris Pierson Area 12 Director: Lee Ruff
Area 13 Director: Heather Svahn
Area 14 Director: Jessica Goza-Tyner
Assistant Div. A Director Program Quality Assistant Div. A Director Club Growth: Division A Chief Judge: Immediate Past Division A Governor:
Russ Steele John Davis Art Grossman Mike Sullens
2015-2016 Team Goals: Follow Our Path to Success by helping each club build membership and reach Distinguished.
30 Day Goals: Complete Area Club Visits. Completed! Have Early Bird Officer Training in June. Encourage Clubs to complete their Distinguished Club Program requirements. Build membership
60 Days Goal #1 – Trained 95 officers in Division A (We trained a total of 155 officers.) Goal #2 – Build membership. We need to start with clubs lowest in membership yet help all.
120 Days Keep all Division A Charters active. Build one new club.
Incoming Area Directors & Officers:
As of July 1st Division A Director Nancy Potts: Area 11 Matthew Greiner; Area 12 Kelly Smith; Area 13 Sue Griffith; Area 14 John Velasco. Chief Judge Mike Hill, Club Growth Kris Riley & Program Quality Russ Steele. Congratulations!
Clubs/sponsors, mentors, coaches:
Tahoe Toasted Nuts has 2 coaches. Washoe Zephyrs has one coach. Reno Storytellers has 2 coaches. LTR has one coach. American Valley Toastmasters needs a coach.
New Club Leads: Air National Guard Lead-Mathew Greiner. Matt met with Capt. Crandell. Matt will get together again with John Davis to discuss National Guard club possibilities.
Division / Area Events:
Reno Area Director Training: July 23rd 9-11 a.m. OnStrategy 465 Court St Reno Nevada Truckee Lake Tahoe area events: Toastmaster Speakers at Chamber of Commerce, Kiwanis and advertise in local papers. Protalkers is having an Open house June 15th 5:30-7:30 1201 Terminal Way Reno
Division Successes:
Reno Aces game hit a homerun June 3rd. We had over 50 attend including outgoing and incoming District 39 Directors George Jarosik and Sondra Nunez. Krisi Beres came up to enjoy the event also! The Toastmaster table had lots of visitors and future members. Great PR for Toastmasters! Plus it was fun to visit fellow Toastmasters in a different venue.
Area Directors have submitted all Area Director Club visits. DCP program successes: Washoe Express, Sierra Sunrise, Silver Tongue and Reno Downtowners are each select Distinguished. University, First Nevadans, Oasis, The Chambers, Jibboom Street, Sierra Advanced Speakers, each have at least 5 goals met but need to meet membership requirements. Let’s Talk Right is now a comedy club and is now The Comedy Club.
Division Challenges:
Moonlighters is currently suspended. We are working on re-establishing them if they are interested. American Valley has five members and re-building. All other clubs have eight or above.
Division Opportunities
Help Promote District 39 winners trip to International Conference. “D.C. to D.C.” Thank you to our outgoing Officers for all the excellent successes you each had during 2015-2016. Division A is stronger for your efforts and involvement! You have set the mark high! We appreciate you!
Nancy Potts, ACG ALS Division A Director, District 39
Vision: To strengthen and grow the clubs in Division D
Team Members: Area 41 Director: Jeanette Fegan, CC, CL Area 42 Director: Judy LaFear, DTM Area 43 Director: Dianne Langston, ACB, CL Area 44 Director: Joyce Cheung, ACS, CL Area 45 Director: Jennifer Darling, ALB, ACS Chief Judge: Open
Education and Training Accomplishments:
DCP Leaders-President’s Distinguished-Vaca Morning Toast, Select Distinguished-Gen Orators, Pop-Up Toastmasters, Talk of North Bay Distinguished- Davis Town & Gown, Delta Breeze, Fairfield Suisun Almost Distinguished-Fairfield Suisun- CAC Masters (5 goals-needs 2 additional members), Professionally Speaking (6 goals-needs 4 additional members), Zigmasters (8 goals-need 1 additional members), 20/20 Visionaries (5 goals-need 8 additional members), Power Talkers (4 goals-Need 1 additional goal for Distinguished) Distinguished Area Information-Area 42-4 paid clubs, 1 Distinguished club-needs 1 more, 43-Needs All About Photography to submit payments for 1 additional member 2016-2017 Division D Director Elect-Dianne Langston
30 Day Goals: 100% of Area Directors for 2016-2017 identified and trained Transition Team in place.
60 Days Goals: Beginning of new Toastmaster year.
Clubs Qualifying for Coaches: Team Travis, Beckmasters (suspended 3/31/16), Dixon Toastmasters, City of Vacaville Toastmasters, All About Photoraphy, Professionally Speaking, Super Marketers Club
Status of clubs with sponsors, mentors, coaches: Woodland Evening Club-(Sponsors-Joey Waldrop and Dirk Prado), POST Toasties-Mentors-Joey Waldrop and Darlene Crockett
New Club Lead Status, have you
Woodland PM-Charter application submitted, meeting weekly, Open Houses set for 6/9/16 and 6/16/16, Working towards chartering by 6/28/16 North Solano County Association of Realtors-2 meetings have been held. Applications are being accepted. Kit has been ordered by sponsor. Goal is to
Donna Lewis, CC, ALS Division D Director, District 39
Division D Director – June 2016 Donna Lewis, CC, ALS
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District 39 Where Leaders are Made
called contact, Demo Meeting Scheduled…
Charter by June 30th. Monsanto-Charter kit has been ordered, sponsor Donna Lewis attended meeting 5/27/16 with Jane Taff, Louise Houdelette and Lance McMahan, Demonstration meeting set for 7/13/2016 4:00 pm, Executive at Monsanto (previous Toastmaster) will deliver the speech. State Compensation Insurance Fund-New lead, Judy LaFear is the contact for this lead. Power Talkers-Club Chartered 2/5/16 POST Toasties- Club Chartered 4/28/16
Division Successes: Two (2) new clubs Progressing towards Distinguished Division Two (2) out of five (5) New Clubs in the District opened in Division D Delta Breeze- Distinguished Area Director Reports- 91.7% of Area Director reports completed on time for second round, 95.8% for 2015-2016.
Division Opportunities: April Dues Renewals-Area 41 4/5 Missing-Beckmasters, Area 45 6/7-Missing- Talkaholics. Low membership Clubs-All About Photography
District 39 Where Leaders are Made
Division E Report June 11, 2016
Vision: Effective Communication and Leadership through great Teamwork
Team Members: Area 51 Director: Kathie O’Ray Area 52 Director: Zack Souza, DTM Area 53 Director: Min Wu, DTM Area 54 Director: John Heredia Area 55 Director: Kathie O’Ray Division E Chief Judge: Laleh Rastegarzadeh
2015-2016 Team Goals: Establishing Area and Division Goals for January through June 2016.
30 Day Goals: Establish a strong transition plan for the new Division E and Area Directors, and to continue to get more distinguished clubs by June 30, 2016.
60 Days Goals: Same as thirty day goals.
Clubs Qualifying for Coaches: Meeting with Area Directors this week to discuss selecting coaches for low membership clubs.
Status of clubs with sponsors, mentors, coaches: Congratulations to Frank Severson and Laleh Rastegarzedeh (Trash Talkers) for coaching Clear Signals club to Presidents Distinguished. The 49ers club expects to be Distinguished by June 30.
New Club Leads: Will turn over list of potential new clubs to incoming Division E Director Min Wu.
Division / Area Training Events: Training dates are already being sent to clubs to get early starts on officer training.
Division Successes:
Division E currently has three (3) Presidents Distinguished, four (4) Select Distinguished, two (2) Distinguished and two (2) Legacy clubs. These numbers are expected to increase by June 30. All Division E Area Directors have done exceptionally well, including attaining 100% of club visits for the second time in the one year period. All AD positions are already filled for next term, and all current AD’s and the DD will be taking Area, Division or District level positions for the 2016-17 term.
Division Opportunities: Division E will be losing Area 55, with most of its clubs moved to the new Division J. In addition, six other clubs will be moved to different areas within Division E, to balance out club memberships and the number of Areas per Division.
Vision: Club Visits to be fun, educational and productive!
Team Members: Area 61 Director: Dave Meigel Area 62 Director: Matt Dittrich Area 63 Director: Manish Pattani Area 64 Director: Ron Egenes Area 65 Director: Larry Shields Division F Chief Judge: Vacant
Education and Training Accomplishments:
Division F currently has six (6) clubs that are at Distinguished or higher. Foothill Toastmasters submitted two (2) High Performance Leadership’s in May 2016. Division F submitted five (5) Triple Crowns in 2016.
30 Day Goals: Confirm with all clubs are submitting their Club Officer Lists. Lists are due TI no later than June 30, 2016
60 Days Goals: Make sure all AD’s are following up with their club officers about upcoming COT classes. COT schedules and training dates can be found on the D39 website. Fall Dues are due by September 30, 2016. Advise clubs start collecting fall dues around August 1, 2016.
Clubs Qualifying for Coaches: No action this month.
Status of clubs with sponsors, mentors, coaches:
N/A
New Club Leads: Are Directors making sure that they are making quality club visits, focusing on use of manuals for both communication and leadership?
Division / Area Training Events: COT classes and AD training sessions are scheduled at TLI on Saturday June 18, 2016 - 9:00am to 12:30pm.
Division Successes: Area Director Status: 61-80% of Club Visits completed. Two (2) Presidents Distinguished, One (1) Distinguished. Area 62-0% of Club Visits Reports submitted. One (1) President’s Distinguished and one (1) Distinguished Club. Area 63-75% of Club Visit reports submitted. One (1) Distinguished Club. Area 64-75% club visits submitted. Area 65-75% of Club Visit Reports submitted.
Division Opportunities: Fall Dues are due by September 30, 2016. We are avoiding the rush and possible delays by starting them around August 1, 2016. Ensure all AD’s start talking up Fall Conference which is November 11 and 12, 2016. Division D is the host. Conference will be held at the Marriott in Rancho Cordova.
Pat Roach, ACB, ALB Division F Director, District 39
Team Members: Area 71 Director: Unfilled Area 72 Director: Unfilled Area 73 Director: Leonor Nielsen-Brito Area 74 Director: Paula Zdenek Area 75 Director: Rebecca Muradyan Assistant Div. G Director for Program Quality:
Social Media: Division G Chief Judge:
Pat Knight Lynda Mendez Grace Frasché
2015-2016 Team Goals: Closer engagement with clubs, Improved Officer Training, Club Coach/Mentor/Sponsor Accountability, Start new clubs on a solid foundation
2015-2016 Successes:
Completed and submitted 100% of Area Director Visits Ahead of Schedule Conducted four (4) TLIs and trained 70% of the Club Officers Chartered Prairie City Talkers Club at Intel Sondra Nunez coached Statement Makers to Select DCP Record attendance at both Division Contests Put on the best Division Contest ever in May, because Nobody Does it Better! Distinguished Clubs: Skillbuilders Select Distinguished Clubs: Statement Makers, Sunrise Center Presidents Distinguished Clubs: Folsom Intellects, Mather, Old Town Talkers Area 74 is a Distinguished Area Despite two (2) unfilled Area Director positions, we had an awesome team!
Challenges: Two (2) Area Director positions were unfilled Two (2) Clubs Closed – After Dinner Speakers and Umbrella Masters Membership Recruitment/Retention Challenges at our newer clubs – Grizzly Gabbers and Iron Orators
Final Goals: 100% of Clubs submit Officer List by June 30, 2016 (4 of 23 completed)
Conclusion It was a terrific year and I am honored to have been given the opportunity to lead Division G for a second time and emphasize the Membership Experience! Thank you to my wonderful team and the support from the District, Club Officers, and Members.
David Betowski, ACG ALB Division G Director, District 39
Vision: To empower all members to be confident speakers and leaders.
Team Members: Area 81 Director: Jill Fay, DTM Area 82 Director: Eric Davis Area 83 Director: Juli Raju Area 84 Director: Marilyn Lapkass Area 85 Director: Louis Young Assistant Div. H Director Program Quality
Assistant Div. H Director Club Growth: Division H Chief Judge:
2015-2016 Goals New Members: 100 New Clubs: 4 Club Visits: 100% Officers Trained: 85%
Accomplishments: (as of 6/6/2016)
2015-2016 (2nd Term) By the numbers:
NEW CLUB chartered = 1 (SPS BSD Toastmasters)
DISTINGUISHED Clubs = 6 o San Juan Speaks – President’s Distinguished o Farmers Market - Distinguished o Sutter Toastmasters – Select Distinguished o Cal Center Communicators – President’s Distinguished o River City Speakers – President’s Distinguished o Fair Weather Toastmasters - Distinguished
DISTINGUISHED Area = 1 (Area 82)
Club Visit Reports Submitted: 100% Special Accomplishments:
Held Division-based Club Officer Training
Held Division-based New Member Orientation
Special Thanks:
“Many hands make light work.” Thank you to the entire Division H Leadership Team for enthusiastically and faithfully leading the Members in our Division! It is only with your help that we accomplished all of the duties and events that we took on this year.
Area Directors – Jill, Eric, Juli, Marilyn and Louis you are the backbone of our team! Thank you for building relationships with your Club Leaders, conducting visits and holding contests, putting up with my endless requests and taking time out of your busy lives to serve this Division;
Noralee Cole – Thank you for always being available to share my vision and being my training guru! You made my job easy with your professionalism and constant support and advice;
Hardeep Harrian (AD, Club Growth) – Thank you being our “Toastmaster Evangelist” and helping to Mentor our newest Club, SPS BSD Toastmasters;
Bob Cullifer (Division H Chief Judge) – Thank you for being at every contest and helping me keep everything under control and being our defacto Division photographer even when you were very busy! Thank you for taking the time to tell me jokes and keeping me laughing!
And all of our Unsung Heroes…those who said “yes” when we asked – those who volunteered to help at our Contests and Events and those who simply pitched in at the last minute to fill in the gaps...from the bottom of my heart, THANK YOU!
Jane Taff, ACB, ALB Division H Director, District 39
Team Members: Area 91 Director: Wes Johnson, DTM Area 92 Director: Mary Chace Area 93 Director: Jeff Dewitz / Melanee Cottrill Area 94 Director: Dan Benson, DTM Area 95 Director: Rasheed Bustamam Division I Chief Judge: Aileen Hidalgo
30 Day Goals: Confirm final area director for Area 93 - Smooth transition to 2016-2017 team
60 Days Goals:
Clubs Qualifying for Coaches: Tracy Leadership, Lodi Talking Heads, Traveling Trainers, Speaker’s Bureau, TM on TV
Status of clubs with sponsors, mentors, coaches: N/A – Actively seeking coach for Lodi Talking Heads
New Club Leads: Long Leaf, Elk Grove
Division / Area Events: N/A
Division Successes: Three of four future area directors have been secured; Each area has at least one Club that is distinguished (three are president’s)
Division Opportunities: Developing new leadership with new area directors in 2016-2017.
Melanee Cottrill, ACB ALB Division I Director, District 39
