GENERAL INFORMATION 1 AGENDA BOARD OF TRUSTEES,BOARDS OF REGENTS, AND CURRICULUM COMMITTEE MEETINGS OCTOBER 3–OCTOBER 4, 2013 U.S. CHAMBER OF COMMERCE WASHINGTON, DC THURSDAY,OCTOBER 3 8:30 a.m. – 9:00 a.m. Continental Breakfast for the Curriculum Committee 3M/RJR Curriculum Committee Members Only 9:00 a.m. – 12:00 p.m. Curriculum Committee Meeting 3M/RJR Curriculum Committee Members Only 12:00 p.m. – 12:30 p.m. Joint Lunch Lee Anderson Veterans Center Board of Trustees, Boards of Regents, Curriculum Committee 12:30 p.m. – 4:00 p.m. Educational and Collaborative Session Facilitated by Bill Graham Lee Anderson Veterans Center Board of Trustees, Boards of Regents, Curriculum Committee 5:30 p.m. – 6:00 p.m. Reception Briefing Center Board of Trustees, Boards of Regents, Curriculum Committee 6:00 p.m. – 8:00 p.m. Board Dinner Briefing Center Board of Trustees, Boards of Regents, Curriculum Committee 8:00 p.m. – 10:00 p.m. Nighttime Monument Bus Tour DC Board of Trustees, Boards of Regents, Curriculum Committee
Transcript
GENERAL INFORMATION
1
AGENDABOARD OF TRUSTEES, BOARDS OF REGENTS, AND CURRICULUM COMMITTEE MEETINGS
OCTOBER 3 – OCTOBER 4, 2013U.S. CHAMBER OF COMMERCE
WASHINGTON, DC
THURSDAY, OCTOBER 3
8:30 a.m. – 9:00 a.m. Continental Breakfast for the Curriculum Committee3M/RJRCurriculum Committee Members Only
9:00 a.m. – 12:00 p.m. Curriculum Committee Meeting3M/RJRCurriculum Committee Members Only
12:00 p.m. – 12:30 p.m. Joint LunchLee Anderson Veterans CenterBoard of Trustees, Boards of Regents, Curriculum Committee
12:30 p.m. – 4:00 p.m. Educational and Collaborative SessionFacilitated by Bill GrahamLee Anderson Veterans CenterBoard of Trustees, Boards of Regents, Curriculum Committee
5:30 p.m. – 6:00 p.m. ReceptionBriefing CenterBoard of Trustees, Boards of Regents, Curriculum Committee
6:00 p.m. – 8:00 p.m. Board DinnerBriefing CenterBoard of Trustees, Boards of Regents, Curriculum Committee
8:00 p.m. – 10:00 p.m. Nighttime Monument Bus TourDCBoard of Trustees, Boards of Regents, Curriculum Committee
GENERAL INFORMATION
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FRIDAY, OCTOBER 4
8:30 a.m. – 9:00 a.m. Continental Breakfast for the Board of TrusteesLee Anderson Veterans CenterBoard of Trustees Members Only
8:30 a.m. – 9:00 a.m. Continental Breakfast for the Boards of RegentsHall of FlagsBoards of Regents Members Only
9:00 a.m. – 10:30 a.m. Board of Trustees MeetingLee Anderson Veterans CenterBoard of Trustees Members Only
9:00 a.m. – 10:30 a.m. Boards of Regents Strategy and Best Practices SessionHall of FlagsBoards of Regents Members Only
10:45 a.m. – 11:45 a.m. Joint Strategy and Best Practices SessionHall of FlagsBoard of Trustees, Boards of Regents
12:00 p.m. – 1:00 p.m. Board LuncheonSpeaker: Eric Eversole, Vice President, Hiring Our HeroesU.S. Chamber of CommerceHall of FlagsBoard of Trustees, Boards of Regents
1:00 p.m. – 3:00 p.m. Boards of Regents MeetingsWinter Board – EmersonMidwest Board – RJRSoutheast Board – AmwayWest Board – Hall of FlagsNortheast Board – 3M
3:00 p.m. Formal Meeting Agenda Concludes
GENERAL INFORMATIONSTAFF CONTACTS
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Raymond P. Towle, IOM, CAEVice President, Institute and Executive…Director, Federation RelationsU.S. Chamber of [email protected]
Amanda J. Griffin, IOM, CMPManager, Curriculum and Logistics,
Institute for Organization ManagementU.S. Chamber of Commerce [email protected]
Meghan MorganSenior Coordinator, Institute for Organization
Shelby A. Parish, IOMAssociate Manager, Operations, Institute for.....Organization ManagementU.S. Chamber of Commerce [email protected]
Andrew WellerCoordinator, Marketing and Communications,…Political Affairs and Federation RelationsU.S. Chamber of [email protected]
BOARD OF TRUSTEES
ROSTER
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CHAIRMarianne Virgili, IOM, CCEPresident and CEOGlenwood Springs Chamber Resort…AssociationPO Box 1238Glenwood Springs, CO [email protected]: 2012-2013
CHAIR ELECTRobert J. Foulks, IOM, CAE, CPACFO and Senior Vice President of…AdministrationWisconsin Medical Society330 East Lakeside StreetMadison, WI [email protected]: 2012-2013
VICE CHAIRMatt G. Pivarnik, IOM, CCEExecutive Vice President and COOTulsa Regional ChamberOne West Third Street, Suite 100Tulsa, OK [email protected]: 2012-2013
PAST CHAIRG. Daniel Hearn, IOM, CCEPresident and CEOCatawba County Chamber of Commerce1055 Southgate Corporate Park, SWHickory, NC [email protected]: 2012-2013
Jeremy L. Arthur, IOMPresident and CEOChamber of Commerce Association of…Alabama2 North Jackson Street, Suite 603Montgomery, AL [email protected]: Through 2013
Christin W. Berry, CAESenior Director, Market ResearchASAE: The Center for Association…Leadership1575 I Street, NW, Suite 1100Washington, DC [email protected]: Standing
Rich Cantillon, IOMPresident and CEOPonca City Area Chamber of CommercePO Box 1109Ponca City, OK [email protected]: 2013-2014
John C. Carlson, MM/HRM, PHRDirector, Professional DevelopmentAmerican Chamber of Commerce…Executives1330 Braddock Place, Suite 300Alexandria, VA [email protected]: Standing
Steven Davis, IOM, CAEExecutive DirectorSociety of Exploration GeophysicistsPO Box 702740Tulsa, OK [email protected]: 2012-2013
Barbara deBoom, IOM, ACEPresident and CEOPalm Desert Area Chamber of Commerce72-559 Highway 111Palm Desert, CA 92260760-346-6111 ext. [email protected]: 2010-2014
Catherine S. Dority, IOMExecutive DirectorCharleston Area Hospitality Association423 King StreetCharleston, SC [email protected]: 2012-2014
Joseph B. Henning, IOM, CAE, ACEPresident and CEOAurora Regional Chamber of Commerce43 West Galena BoulevardAurora, IL [email protected]: Through 2013
Christopher S. Hogan, IOMVice President of CommunicationsInternational Bottled Water Association1700 Diagonal Road, Suite 650Alexandria, VA [email protected]: Through 2013
Beth R. Johnston, IOMExecutive Vice President and YEA! Program…DirectorGreater Boca Raton Chamber of Commerce1800 North Dixie HighwayBoca Raton, FL 33432561-395-4433 ext. [email protected]: 2012-2013
Timothy M. McKee, IOMChief Executive OfficerOlathe Chamber of Commerce18001 West 106th Street, Suite 160Olathe, KS [email protected]: 2012-2014
BOARD OF TRUSTEES
ROSTER
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Bob Mundt, IOM, CCE, CEcDPresident and CEOCouncil Bluffs Area Chamber of Commerce149 West BroadwayCouncil Bluffs, IA [email protected]: 2012-2013
Kimberly Nastasi, IOMChief Executive OfficerMississippi Gulf Coast Chamber of…Commerce11975E Seaway RoadGulfport, MS [email protected]: Through 2013
Robert E. Thomas, IOM, CAE, CMPSenior Director of Operations, Michigan…Chamber of Commerce and Executive…Director, Michigan Chamber FoundationMichigan Chamber of Commerce600 South Walnut StreetLansing, MI [email protected]: 2012-2014
Raymond P. Towle, IOM, CAEVice President, Institute and Executive…Director, Federation RelationsU.S. Chamber of Commerce1615 H Street, NWWashington, DC [email protected]: Standing
Marnie L. Uhl, IOM, ACEPresident and CEOPrescott Valley Chamber of Commerce7120 Pav Way, Suite 102Prescott Valley, AZ [email protected]: 2012-2014
Chris E. Wallace, IOM, CCEPresident and CEOGreater Irving-Las Colinas Chamber of…Commerce5201 North O'Connor Boulevard, Suite 100Irving, TX [email protected]: 2011-2014
BOARD OF
TRUSTEES AGENDAFALL 2013 MEETING
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OCTOBER 4, 20139:00 AM–10:30 AM EDT
U.S. CHAMBER OF COMMERCE
WASHINGTON, DC
I. Welcome and IntroductionsMarianne Virgili, IOM, CCEChair, Institute for Organization ManagementPresident and CEO, Glenwood Springs Chamber Resort Association
II. Approval of MinutesFebruary 12, 2013 Webinar Meeting
III. Approval of Nominating Committee Reports
IV. Consent Agendaa. Winter Board of Regents reportb. Midwest Board of Regents reportc. Southeast Board of Regents reportd. West Board of Regents reporte. Northeast Board of Regents report
V. Curriculum Committee Report
VI. Year in Reviewa. Year Overviewb. Facultyc. Marketingd. Alumnie. State Partnershipsf. Scholarshipsg. Sponsorshipsh. Social Mediai. Appj. Webinark. Volunteers
VII. Chairman’s Report
VIII. Looking AheadRobert J. Foulks, IOM, CAE, CPAChair Elect, Institute for Organization ManagementCFO and Senior Vice President of Administration, Wisconsin Medical Society
IX. Other Business
X. Adjournment
Next Meeting via Webinar: February 11, 2014 from 11:30 AM to 1:00 PM ESTNext in Person Meeting: October 10, 2014, Washington, DC
MEETING MINUTES2013 WINTER BOARD OF TRUSTEES MEETING
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FEBRUARY 12, 2013
11:30 A.M. – 1:00 P.M. EST
WEBINAR
In attendance: Marianne Virgili, IOM, CCE; Robert J. Foulks, IOM, CAE, CPA;
Matt G. Pivarnik, IOM, CCE; G. Daniel Hearn, IOM, CCE; Jeremy L. Arthur, IOM;
Christin W. Berry, CAE; John C. Carlson, MM/HRM, PHR; Elyse Cochran-Davis, IOM, CCE;
Steven Davis, IOM, CAE; Barbara deBoom, IOM, ACE; Joseph B. Henning, IOM, CAE, ACE;
Christopher S. Hogan, IOM; Beth R. Johnston, IOM; Megan A. Lucas, IOM, CEcD;
Timonthy M. McKee, IOM; Bob Mundt, IOM, CCE, CEcD; Susanne D. Sartelle, IOM, CCE;
Robert E. Thomas, IOM, CMP, CAE; Raymond P. Towle, IOM, CAE; Marnie L. Uhl, IOM, ACE;
Chris E. Wallace, IOM, CCE; Jeff K. Sandford, IOM; Marimar Molinary, IOM, CAE, CMP;
Karyn K. MacRae, IOM, CMP; Amanda J. Griffin, IOM, CMP; Shelby Parish, IOM;
Meghan Morgan; Kelly Aratoon
Not attending: Catherine S. Dority, IOM; Eric E. Featherstone, IOM, CAE;
Kimberly Nastasi, IOM
I. Welcome and Introductions
Marianne Virgili, IOM, CCE welcomed everyone to the call and thanked them for
participating.
II. Approval of Minutes – October 5, 2012
The minutes from the October 5, 2012 Fall Board Meeting were unanimously approved.
III. Approval of Nominating Committee Report
The Board of Trustees, Curriculum Committee, Winter Board of Regents, and Midwest
Board of Regents nominating committee reports were all approved.
BOARD OF TRUSTEES
New Trustee
Rich Cantillon, IOM
President and CEO
Ponca City Area Chamber of Commerce (OK)
Term: Through 2014 as Chair of Winter Board of Regents
MEETING MINUTES2013 WINTER BOARD OF TRUSTEES MEETING
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Rotating off Board
Megan A. Lucas, IOM, CEcD
Economic Development Director
Altavista Economic Development Authority (VA)
Term: Through 2013 as Chair of Winter Board of Regents
CURRICULUM COMMITTEE
Rotating off Committee
Rich Cantillon, IOM
President and CEO
Ponca City Area Chamber of Commerce (OK)
Term: Through January 2013 as Vice Chair of Winter Board of Regents
WINTER BOARD OF REGENTS
Chair
Rich Cantillon, IOM
President and CEO
Ponca City Area Chamber of Commerce (OK)
Term: 2013-2014
Vice Chair
Kimberly Nastasi, IOM
Chief Executive Officer
Mississippi Gulf Coast Chamber of Commerce
Term: 2013-2014
Past Chair
Megan A. Lucas, IOM, CEcD
Economic Development Director
Altavista Economic Development Authority (VA)
Term: 2013-2014
MEETING MINUTES2013 WINTER BOARD OF TRUSTEES MEETING
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Term renewals (two-year term):
Blain Andera, IOM
Executive Director
Spirit Lake Chamber of Commerce (IA)
Term: 2011-2015
Erin Bemis, IOM
President and CEO
Charlevoix Area Chamber of Commerce (MI)
Term: 2011-2015
Kasey Cronquist, IOM
CEO and Ambassador
California Cut Flower Commission
Term: 2009-2015
Remaining on Board, no action required
Jaime L. Henning, IOM, CCE
Director of Events and Corporate Relations
Lincoln Chamber of Commerce (NE)
Term: 2012-2014
Nick Kieffer, IOM
Vice President, Business Development
Goshen Chamber of Commerce (IN)
Term: 2012-2014
Lisa Krueger, IOM, ACE
President and CEO
Lake Havasu Area Chamber of Commerce (AZ)
Term: 2010-2014
Jack Lank, IOM
President and CEO
The United Regional Chamber of Commerce (MA)
Term: 2010-2014
MEETING MINUTES2013 WINTER BOARD OF TRUSTEES MEETING
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Ruth Littlefield, IOM, CCE
Vice President, Membership Development and Relations
Tulsa Regional Chamber (OK)
Term: 2012-2014
Stephanie Parton, IOM, CAE
Senior Manager, Member Communications
Indiana CPA Society
Term: 2012-2014
Norma Ritz Johnson, IOM, CCE
Vice President, Legislative Affairs
Lubbock Chamber of Commerce (TX)
Term: 2012-2014
Ed Stolmaker, IOM
President and CEO
Marana Chamber of Commerce (AZ)
Term: 2012-2014
Marnie L. Uhl, IOM, ACE
President and CEO
Prescott Valley Chamber of Commerce (AZ)
Term: 2008-2014
MIDWEST BOARD OF REGENTS
The following individuals are nominated:
Melissa Arthur, IOM, CAE
Senior Manager, Membership
Institute of Real Estate Management (IL)
Term: 2012-2014
MEETING MINUTES2013 WINTER BOARD OF TRUSTEES MEETING
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Dawn Johnson, IOM
Vice President
Muskegon Lakeshore Chamber of Commerce (MI)
Term: 2012-2014
Claudia J. Meenan, IOM
Membership Retention Manager
Greater Elkhart Chamber of Commerce, Inc. (IN)
Term: 2012-2014
IV. Chairman’s Report
Marianne Virgili, IOM, CCE recognized and thanked the Winter Board of Regents for a
great Winter Institute. It was reported that current summer registration numbers are
higher than they were at this time last year. Each member of the board was challenged to
recruit two first-year attendees and to utilize social media to help them in the process.
Institute’s goal is to ensure that every industry professional is aware and takes advantage
of the tools that are available to help them and their business communities grow. A way
to achieve this is by expanding the IOM All-Stars program and reengaging with alumni
and past board members.
Bob Thomas, IOM, CAE, CMP shared that at the most recent Michigan Association of
Chamber Professionals Fall Conference, they hosted a reception for Institute alumni as
well as prospective Institute attendees. Approximately 35 alumni attended the event, and
20 prospective Institute attendees attended as well. It was mentioned that the West
Board of Regents is reaching out to newly announced chamber executives.
Marianne encouraged board members to keep Institute staff apprised of outreach in
order to track the efforts of board members on the Volunteer Action Grid. This
information will allow for a comprehensive review of the efforts made in 2013 and help
set direction for next year.
Marianne concluded by telling the group how pleased she is with the newly formed
partnership with WACE (Western Association of Chamber Executives). Those who
have graduated from the three-year WACE Academy are now able to enter the Institute
program as third-year attendees.
MEETING MINUTES2013 WINTER BOARD OF TRUSTEES MEETING
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V. Institute Update
Marimar Molinary, IOM, CAE, CMP shared with the group the internal restructuring
and creation of the U.S. Chamber of Commerce Foundation. One of the biggest benefits
of the restructuring will be the opportunity to expand scholarship fundraising efforts by
making it a year-long initiative. While on-site, Institute will discontinue the Class
Challenge fundraiser and will maintain the Silent Auction. Moving forward Institute
should be referred to as a program of the U.S. Chamber of Commerce Foundation.
An article written by Marianne Virgili, IOM, CCE entitled Education, Relationships,
Mentoring and Success: Why I am a Raving Fan of Institute for Organization Management is
scheduled to be published in ACCE’s Winter Magazine.
Board members were encouraged to utilize social media to promote the program and
were encouraged to request marketing materials from staff.
At Winter Institute there was a total of 22 faculty members, 3 of whom were new. The
evaluation ranking average of faculty at Winter Institute was 4.58 on a 5.0 scale. Two
new electives will be offered this summer: Creating a Government Affairs Program and
Advanced Strategies of Community and Economic Development.
Institute’s first hot topic webinar of the year, Sustainable Growth Models for Membership, will
occur on March 14, 2013 at 2 p.m. and will be facilitated by Jay Handler, Co-Founder
and Director, Membership180.
For the second year in a row, Institute will sponsor a session at MAKO. Greg Fine,
CAE, Chief Executive Officer, Turnaround Management Association, is confirmed for
the closing keynote address on Collaborative Leadership. Institute will continue to
provide water bottles, IOM ads, and IOM ribbons at state conferences.
Marimar thanked staff and volunteers for their hard work and dedication.
MEETING MINUTES2013 WINTER BOARD OF TRUSTEES MEETING
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VI. Boards of Regents Reports
Winter Board of Regents Report
i. Megan A. Lucas, IOM, CEcD, Economic Development Director, Altavista
Economic Development Authority, reported that Winter Institute 2013 was a
success. Winter Institute registrants totaled 211, one shy of goal. For the first
time, Winter Institute combined graduation and the Big Bash. The regents
sought to make the graduating attendees feel special by creating a VIP lounge
at the Big Bash for graduates only. Also for the first time, the Winter regents
held two meetings on-site to more fully engage regents on-site and get a
jump start preparing for next year. Due to the U.S. Chamber of Commerce
Foundation restructuring transition, no fundraising was permitted at Winter
Institute. Megan thanked Institute for the generous contribution of $11,000
to Winter Institute’s 2014 scholarship fund.
Midwest Board of Regents Report
i. Joseph B. Henning, IOM, CAE, ACE, President and CEO, Aurora Regional
Chamber of Commerce, shared that as a board, the Midwest regents have
sought to share news about Institute through their individual social media
networks. Various Midwest regents have used water bottles and ribbons at
state conferences and have found utilizing those materials has garnered a
positive response. Midwest has used the co-advisor program for a couple of
years and are continuing to brainstorm ways to keep regents involved while
on-site. The Midwest regents are also looking into other possible venues for
the Big Bash.
Southeast Board of Regents Report
i. Jeremy L. Arthur, IOM, President and CEO, Chamber of Commerce
Association of Alabama, shared that the Southeast regents are focusing their
efforts on expanding the IOM All-Stars program. Weekly emails are being
sent by Jeremy to the board with assignments for the week. These emails
serve as a reminder for each regent to take action to reach the goals they set
for 2013. Last year, Southeast Institute launched a co-advisor program, and
Jeremy stated this is one of the most valuable actions the Southeast regents
have taken. This year, Southeast would like to foster more diversity amongst
attendees.
MEETING MINUTES2013 WINTER BOARD OF TRUSTEES MEETING
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West Board of Regents Report
i. Jeff K. Sandford, IOM, President and CEO, Texarkana USA Chamber of
Commerce and Past Chair of the West Board of Regents, shared that 2013
will be the West board’s first experience with the co-advisor program. This
upcoming summer, the West regents want to place an even greater emphasis
on dorm culture and participation to build a more unified site. West Institute
is working to garner more first-year attendees for their site as well as for all
sites through tracking newly appointed chamber executives. West Institute
has appointed a communications chair on the Board of Regents.
Northeast Board of Regents Report
i. Christopher Hogan, IOM, Vice President of Communications, International
Bottled Water Association, shared his confidence in Northeast’s current
registration numbers. The Northeast board’s desire is that attendees feel
engaged with volunteers. The Northeast regents have implemented a
tradition of going into the classrooms of each of the classes at the beginning
of the week to welcome them to Institute, and then return at the end of the
week to thank the attendees for attending. This is a tradition that will be
continued in 2013. The Northeast regents are in the process of researching
other avenues for scholarship fundraising outside of the silent auction, but
do not currently have any details to share at this time.
VII. Other Business
Marianne Virigili, IOM, CCE encouraged trustees to pay attention to and utilize the
marketing information kits they each received from Institute staff.
VIII. Adjournment
Marianne Virgili, IOM, CCE thanked everyone for participating on the webinar and
reminded trustees of the challenge to each recruit two first-year students. She also
encouraged each board chair to email their respective board weekly to build up energy
and engage them in recruitment efforts. The next meeting will take place in person on
October 4, 2013 in Washington D.C.
NOMINATIONS2014 BOARD OF TRUSTEES
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ChairRobert J. Foulks, IOM, CAE, CPACFO and Senior Vice President of AdministrationWisconsin Medical SocietyTerm: 2013-2014
Chair ElectMatt G. Pivarnik, IOM, CCEExecutive Vice President and COOTulsa Regional Chamber (OK)Term: 2013-2014
Vice ChairRobert E. Thomas, IOM, CAE, CMPSenior Director of Operations, Michigan Chamber of CommerceExecutive Director, Michigan Chamber FoundationTerm: 2013-2014
Past ChairMarianne Virgili, IOM, CCEPresident and CEOGlenwood Springs Chamber Resort Association (CO)Term: 2013-2014
Board of Regents Chairs (one-year term):Jackie Arrison, IOMExecutive Vice PresidentGreater Hot Springs Chamber of Commerce (AR)Term: Through 2014 as Chair of Midwest Board of Regents
Peter L. Aust, IOMPresident and CEOAdirondack Regional Chamber of Commerce (NY)Term: Through 2014 as Chair of West Board of Regents
Barry Copeland, IOMSenior Vice President, OperationsBirmingham Business Alliance (AL)Term: Through 2014 as Chair of Southeast Board of Regents
NOMINATIONS2014 BOARD OF TRUSTEES
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Rich Cantillon, IOMPresident and CEOPonca City Area Chamber of Commerce (OK)Term: Through Winter 2014 as Chair of Winter Board of Regents (confirmed February 12, 2013)
Karen M. DelVecchio, IOMExecutive Vice PresidentBridgeport Regional Business Council (CT)Term: Through 2014 as Chair of Northeast Board of Regents
Curriculum Committee Chair:Robert E. Thomas, IOM, CAE, CMPTerm: Through 2015 as Chair of Curriculum CommitteeAlready nominated as Vice Chair
At-large position (one-year term):Daniel C. Colantone, IOM, CCEPresident and CEOGreater Akron Chamber of Commerce (OH)Term: 2013-2014
Joseph Unterreiner, IOM, CCEPresident and CEOKalispell Chamber of Commerce (MT)Term: 2013-2014
Jeff K. Sandford, IOMPresident and CEOTexarkana USA Chamber of Commerce (TX)Term: 2013-2014
At-large position (two-year term):Jeremy L. Arthur, IOMPresident and CEOChamber of Commerce Association of AlabamaTerm: 2013-2015
Steven H. Davis, IOM, CAEExecutive DirectorSociety of Exploration Geophysicists (OK)Term: 2013-2015
NOMINATIONS2014 BOARD OF TRUSTEES
3
Matt R. McCormick, IOM, CCEPresidentColumbia Chamber of Commerce (MO)Term: 2013-2015
REMAINING ON BOARD, NO ACTION REQUIRED
Standing:Christin Berry, CAESenior Director, Market ResearchASAE: The Center for Association Leadership (DC)Term: Standing
John Carlson, MM/HRM, PHRDirector, Professional DevelopmentAmerican Chamber of Commerce Executives (VA)Term: Standing
Raymond P. Towle, IOM, CAEVice President, Institute for Organization ManagementExecutive Director, Political Affairs and Federation RelationsU.S. Chamber of Commerce (DC)Term: Standing
At-large (two-year term):Barbara deBoom, IOM, ACEPresident and CEOPalm Desert Area Chamber of Commerce (CA)Term: 2010-2014
Catherine S. Dority, IOMExecutive DirectorCharleston Area Hospitality Association (SC)Term: 2012-2014
Timothy M. McKee, IOMChief Executive OfficerOlathe Chamber of Commerce (KS)Term: 2012-2014
NOMINATIONS2014 BOARD OF TRUSTEES
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Marnie L. Uhl, IOM, ACEPresident and CEOPrescott Valley Chamber of Commerce (AZ)Term: 2012-2014
Chris E. Wallace, IOM, CCEPresident and CEOGreater Irving-Las Colinas Chamber of Commerce (TX)Term: 2012-2014
ROTATING OFF BOARD
Eric E. Featherstone, IOM, CAETerm: Through 2013 as Chair of West Board of Regents
Joseph B. Henning, IOM, CAE, ACEPresident and CEOAurora Regional Chamber of Commerce (IL)Term: Through 2013 as Chair of Midwest Board of Regents
Christopher S. Hogan, IOMVice President of CommunicationsInternational Bottled Water Association (VA)Term: Through 2013 as Chair of Northeast Board of Regents
Megan A. Lucas, IOM, CEcDEconomic Development DirectorAltavista Economic Development Authority (VA)Term: Through Winter 2013 as Chair of Winter Board of Regents (confirmed on February 9, 2012)
Bob Mundt, IOM, CCE, CEcDPresident and CEOCouncil Bluffs Area Chamber of Commerce (IA)Term: 2013-2014
Past Chair:G. Daniel Hearn, IOM, CCEPresident and CEOCatawba County Chamber of Commerce (NC)Term: 2012-2013
Curriculum Committee Chair:Kimberly Nastasi, IOMChief Executive OfficerMississippi Gulf Coast Chamber of CommerceTerm: Through 2013 as Chair Curriculum Committee
NOMINATIONS2014 CURRICULUM COMMITTEE
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ChairRobert E. Thomas, IOM, CAE, CMPSenior Director of Operations, Michigan Chamber of CommerceExecutive Director, Michigan Chamber FoundationTerm: 2013-2015
Vice ChairMegan A. Lucas, IOM, CEcDEconomic Development DirectorAltavista Economic Development Authority (VA)Term: 2013-2015
Board of Regents Vice Chairs (one-year term):Ken Brengle, IOM, CCEPresident and CEOTerre Haute Chamber of Commerce (IN)Term: 2013-2014
L. Dean Faile, IOMPresident and CEOLancaster County Chamber of Commerce (SC)Term: 2013-2014
Kimberly Guida, IOM, CAEDirector of Insurance ServicesRochester Automobile Dealers Association (NY)Term: 2013-2014
Catherine S. Dority, IOMExecutive DirectorCharleston Area Hospitality Association (SC)Term: 2013-2015
Matt R. McCormick, IOM, CCEPresidentColumbia Chamber of Commerce (MO)Term: 2013-2015
At-large Position Term Renewals (two-year term):Robert J. Foulks, IOM, CAE, CPACFO and Senior Vice President of AdministrationWisconsin Medical SocietyTerm: 2011-2015
Kellie K. Lowery, IOM, CAE, CPAControllerNTCA – The Rural Broadband Association (VA)Term: 2011-2015
Faculty Members Term Renewal (two-year term):Gregory J. Fine, CAEChief Executive OfficerTurnaround Management Association (IL)Term: 2011-2015
Reggie Henry, CAEChief Information OfficerASAE: The Center for Association Leadership (DC)Term: 2009-2015
REMAINING ON COMMITTEE, NO ACTION REQUIRED
Standing Position:John Carlson, MM/HRM, PHRDirector, Professional DevelopmentAmerican Chamber of Commerce Executives (VA)Term: Standing
Christin W. Berry, CAESenior Director, Market ResearchASAE: The Center for Association Leadership (DC)Term: Standing
NOMINATIONS2014 CURRICULUM COMMITTEE
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At-Large Positions (two-year term)Marla C. Akridge, IOMPresident and CEOWake Forest Area Chamber of Commerce (NC)Term: 2012-2014
Matt G. Pivarnik, IOM, CCEExecutive Vice President and COOTulsa Regional Chamber (OK)Term: 2012-2014
Chris E. Wallace, IOM, CCEPresident and CEOGreater Irving-Las Colinas Chamber of Commerce (TX)Term: 2012-2014
Board of Regents Vice Chairs (one-year term):Jackie Arrison, IOMChief Operating OfficerGreater Hot Springs Chamber of Commerce (AR)Term: Through 2013
Peter L. Aust, IOMPresident and CEOAdirondack Regional Chamber of Commerce (NY)Term: Through 2013
Karen DelVecchio, IOMExecutive Vice PresidentBridgeport Regional Business Council (CT)Term: Through 2013
NOMINATIONS2014 MIDWEST BOARD OF REGENTS
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ChairJackie Arrison, IOMExecutive Vice PresidentGreater Hot Springs Chamber of Commerce (AR)Term: 2013-2014
Vice ChairJacqueline Rakers, IOMExecutive DirectorIllinois Association of Mutual Insurance CompaniesTerm: 2013-2014
Past ChairJoseph B. Henning, IOM, CAE, ACEPresident and CEOAurora Regional Chamber of Commerce (IL)Term: 2013-2014
The following individuals are nominated:Robert Burns, IOM, MPAPresident and CEOMidland Chamber of Commerce (TX)Term: 2013-2015
Ali Crain, IOM, CCE, ACEExecutive DirectorKentucky Chamber of Commerce ExecutivesTerm: 2013-2015
Jodie Perry, IOMPresident and CEOGreece Chamber of Commerce (NY)Term: 2013-2015
Term Renewals (two-year term):Rene Hipple, IOMSenior Vice President, MembershipQuad Cities Chamber of Commerce (IL)Term: 2011-2015
Gayle Potter, IOMPresidentLiberty Area Chamber of Commerce (MO)Term: 2009-2015
NOMINATIONS2014 MIDWEST BOARD OF REGENTS
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REMAINING ON BOARD, NO ACTION REQUIRED
Teresa Eyet, IOMDirector, Conference ProgrammingAmerican Health Care Association (DC)Term: 2012-2014
Dawn Johnson, IOMVice PresidentMuskegon Lakeshore Chamber of Commerce (MI)Term: 2012-2014
Claudia J. Meenan, IOMMembership Retention ManagerGreater Elkhart Chamber of Commerce, Inc. (IN)Term: 2012-2014
Michael J. Paone, IOMDirector, Member ServicesJoliet Region Chamber of Commerce & Industry (IL)Term: 2010-2014
Laura Schoen Carbonneau, IOMChief Executive OfficerPierre Area Chamber of Commerce (SD)Term: 2010-2014
Melissa Walling, IOM, CAEDirector, MembershipInstitute of Real Estate Management (IL)Term: 2012-2014
ROTATING OFF BOARD
Chris C. Adelmann, IOMExecutive Vice PresidentSaint Louis Auto Dealers Association (MO)Term: 2007-2013
Robert L. Goltz, IOMPresident and CEOMiramar Pembroke Pines Regional Chamber of Commerce (FL)Term: 2007-2013
NOMINATIONS2014 MIDWEST BOARD OF REGENTS
11
Robert E. Thomas, IOM, CAE, CMPSenior Director of Operations, Michigan Chamber of CommerceExecutive Director, Michigan Chamber FoundationTerm: 2007-2013
Stacey Wilson, IOMSenior Manager, Professional DevelopmentIndiana CPA SocietyTerm: 2011-2013
NOMINATIONS2014 SOUTHEAST BOARD OF REGENTS
12
ChairBarry B. Copeland, IOMSenior Vice President, OperationsBirmingham Business Alliance (AL)Term: 2013-2014
Vice ChairL. Dean Faile, IOMPresident and CEOLancaster County Chamber of Commerce (SC)Term: 2013-2014
Past ChairJeremy L. Arthur, IOMPresident and CEOChamber of Commerce Association of AlabamaTerm: 2013-2014
The following individuals are nominated:Douglas Croft, IOMPresident and CEOThomasville Area Chamber of Commerce (NC)Term: 2013-2015
Elizabeth Horton, IOMExecutive DirectorKershaw County Chamber of Commerce & Visitors Center (SC)Term: 2013-2015
Gina Reynolds, IOMChief Executive OfficerFlorida’s Heartland Regional Economic Development Initiative, Inc. (FHREDI)Term: 2013-2015
Teri Smiley, IOM, GCCEPresidentWalton County Chamber of Commerce (GA)Term: 2013-2015
Scott Waller, IOMSenior Vice President, Public AffairsMississippi Economic CouncilTerm: 2013-2015
NOMINATIONS2014 SOUTHEAST BOARD OF REGENTS
13
Term Renewals (two-year term):Mark Field, IOMSenior Vice President of MembershipKnoxville Chamber of Commerce (TN)Term: 2011-2015
REMAINING ON BOARD, NO ACTION REQUIRED
Kimberly Dahlsten, IOMMembership Development ManagerManhattan Area Chamber of Commerce (KS)Term: 2012-2014
Bryan Daniels, IOM, CCE, CEcDPresident and CEOBlount Partnership (TN)Term: 2012-2014
Jane Abe, IOM, ACEDirector of MembershipAurora Regional Chamber of Commerce (IL)Term: 2008-2014
Randy B. Bradley, IOMVice President, Administrative ServicesSouth Carolina Chamber of CommerceTerm: 2010-2014
Melissa Cook, IOMPresident and CEOLamar County Chamber of Commerce (TX)Term: 2010-2014
Allen Smith, IOM, CCEPresident and CEOGreater Greer Chamber of Commerce (SC)Term: 2010-2014
Morri Yancy, IOMPresidentLake Guntersville Chamber of Commerce (AL)Term: 2010-2014
NOMINATIONS2014 SOUTHEAST BOARD OF REGENTS
14
ROTATING OFF BOARD
Marla C. Akridge, IOMPresident and CEOWake Forest Area Chamber of Commerce (NC)Term: 2006-2013
Demming Bass, IOMTerm: 2008-2014
Angelle R. LaBorde, IOMPresident and CEOGreenwood Area Chamber of Commerce (SC)Term: 2007-2013
NOMINATIONS2014 WEST BOARD OF REGENTS
15
ChairPeter L. Aust, IOMPresident and CEOAdirondack Regional Chamber of Commerce (NY)Term: 2013-2014
Vice ChairKen Brengle, IOM, CCEPresident and CEOTerre Haute Chamber of Commerce (IN)Term: 2013-2014
The following individuals are nominated:Jason Brandt, IOMChief Executive OfficerSalem Area Chamber of Commerce (OR)Term: 2013-2015
Ray Hernandez, IOMPresidentLewisville Area Chamber of Commerce (TX)Term: 2013-2015
Kelle Marsalis, IOMManager, Member Services and Small Business ProgramsDallas Regional Chamber of Commerce (TX)Term: 2013-2015
Term Renewals (two-year term):Brad Lacy, IOM, CCEPresident and CEOConway Area Chamber of Commerce (AR)Term: 2011-2015
Russell Lahodny, IOMSenior Vice President, CommunicationsAnaheim Chamber of Commerce (CA)Term: 2011-2015
Tony Vedda, IOMPresident and CEONorth Texas GLBT Chamber of Commerce, Inc.Term: 2011-2015
NOMINATIONS2014 WEST BOARD OF REGENTS
16
REMAINING ON BOARD, NO ACTION REQUIRED
Crystal Allen Dallas, IOM, MHSAVice President, Membership DevelopmentGreater Shreveport Chamber of Commerce (LA)Term: 2012-2014
Rebecca Fay, IOMFoundation DirectorHenderson Chamber of Commerce (NV)Term: 2012-2014
Heather Keith, IOMDirector, Programs and AdministrationAssociation of Oil Pipe Lines (DC)Term: 2010-2014
Gail Ochs, IOMPresidentAberdeen Area Chamber of Commerce (SD)Term: 2008-2014
Term Renewals (two-year term):Kate Conroy, IOMVice PresidentGateway Regional Chamber of Commerce (NJ)Term: 2009-2015
NOMINATIONS2014 NORTHEAST BOARD OF REGENTS
18
Colleen Evans, IOMMembership DirectorLubbock Chamber of Commerce (TX)Term: 2011-2015
Claire Louder, IOM, MPPPresident and CEOWest Anne Arundel County Chamber of Commerce (MD)Term: 2011-2015
REMAINING ON BOARD, NO ACTION REQUIRED
Gregory D. Buckler, IOM, MBAVice President, MembershipMaryland Chamber of CommerceTerm: 2012-2014
Kellie K. Lowery, IOM, CAE, CPAControllerNTCA – The Rural Broadband Association (VA)Term: 2010-2014
Ian MacFarlane, IOMExecutive DirectorNortheastern Area Association of State Foresters (DC)Term: 2012-2014
Carrie Stuart, IOMPresidentGettysburg Adams Chamber of Commerce (PA)Term: 2012-2014
Chris E. Wallace, IOM, CCEPresident and CEOGreater Irving Las-Colinas Chamber of Commerce (TX)Term: 2010-2014
NOMINATIONS2014 NORTHEAST BOARD OF REGENTS
19
ROTATING OFF BOARD
Catherine S. Dority, IOMExecutive DirectorCharleston Area Hospitality Association (SC)Term: 2007-2013
Jamie Py, IOM, ESQPresident and CEOMaine Energy Marketers AssociationTerm: 2011-2013
CONSENT AGENDAWINTER CHAIRMAN’S REPORT, FALL 2013
1
It has been a very exciting year for our summer Institute sites. Congratulations! This success hastruly fired up our regents to make the Winter Institute not only a great learning experience, butrecord setting and successful in every area. The Winter Board of Regents is committed toimproving and building upon our past history of success and attendee satisfaction. We have beencommunicating by email, Facebook, and phone all year, discussing how we can improve in everyaspect of the program. We also have been discussing important ways to recruit and buildattendance.
Our specific goals and objectives include:
Attendance: Our goal is 210 attendees, which includes 68 first-years, based on the formulaprovided by Institute staff. We feel this is an obtainable goal, as we had 211 attend last year. TheWinter regents will also assist in the marketing and recruitment efforts with Institute staff.
Examples of recruitment strategies include, but are but not limited to:
o Contacting past attendees from 2013 who have not yet registered to remind them ofregistering for Winter Institute.
o Continuing to promote Winter Institute as the “make-up” and “get back on track” site.o Connecting with associations’ and chambers’ local and state organizations for emailing and
mailing of Winter Institute information and the “Pay It Forward” program.o Connecting with states located around Arizona, promoting a “local” Institute site for
attendees.
Fundraising: If allowed, Winter regents will set a fundraising goal to be discussed at the Fall Boardof Regents meeting. This will be accomplished through a silent auction on-site during the week.
Institute Mixer: There have been challenges in the past with the Institute Kickoff and Mixer,especially for the first-year attendees. This year the regents will create a more welcoming experiencefor the first-years by arranging tables together and making sure that, along with their Class Advisor,they understand and know the expectations for the week. We also want to make sure they have theopportunity to bond with their fellow classmates. Our goal is to get all positive responses about theKickoff and Mixer on the Institute survey. The location for this year’s event has changed and it willtake place in the Memorial Hall Student Union South Ballroom. Last year’s location was unique, butdid not work well for our Mixer. We feel this year we will not only have a great time with the Mixer,but will have found a super location to accommodate everyone.
Graduation: Last year we made a lot of changes to our graduation and Big Bash events, mostnotably having the Bash immediately follow graduation in the same room. This was a huge successand very well received. We will make just a few added improvements this year, as we believe this is agreat way to wrap up the week and celebrate our new IOMs.
CONSENT AGENDAWINTER CHAIRMAN’S REPORT, FALL 2013
2
Two other specific areas of importance:
Winter Institute has a reputation of having the best Class Advisors and 2014 will be no different.Kimberly Nastasi has recruited a great group for 2014. We like our Class Advisors to be positive,energetic, and excited to be part of this incredible program. Class Advisors are critical to the successof Winter Institute.
The Winter Board of Regents prides themselves on providing a first class, positive, and funexperience for attendees at Winter Institute. Each area of responsibility has been carefully filled byour volunteers. We are fortunate to have a great and diverse group of extremely dedicated regents.Each year we strive to improve from the year before and each year we have accomplished what weset out to do. I look forward to working with our regents, advisors, faculty, and staff for an excitingand rewarding 2014 Winter Institute. Thank you for this opportunity to serve our industry.
Submitted by: Rich Cantillon, IOMChair, Winter Board of Regents
CONSENT AGENDAMIDWEST CHAIRMAN’S REPORT, FALL 2013
3
Midwest Institute started the summer season with success and continued its trend of increasedattendees. With a goal of 90 attendees, Midwest’s final enrollment was 93 – achieving 103% of ourgoal. The highlight of enrollee numbers was recruiting 44 first-year attendees against a goal of 33.
Our successful recruitment of first-year attendees can be attributed to a number of new marketingand outreach efforts – some of which were borrowed from other sites and others that wereidentified during last fall’s strategy and planning sessions. I anticipate that we will continuehomework, recruitment communications, coordinated IOM events and information sessions,conference exhibits, and personal referrals in the upcoming year.
Midwest volunteers took a more proactive approach in reaching out to state groups to increaseawareness of the program and to promote incentive programs such as Pay It Forward. In addition,marketing materials for Institute were shared at state and regional conferences and meetings.Furthermore, regents plan to work with Institute staff and alumni to further develop the relationshipwith Association Forum in Chicago to promote the value of Institute to its membership.
The larger than budgeted first-year class posed some unique opportunities for the site, which wasaddressed in advance by leadership. Engagement opportunities for the attendees were identifiedgoing into the week and the volunteers and staff met the challenge head-on at the Institute Mixer onSunday evening. Informal icebreakers ensured all attendees were greeted and had an opportunity tomeet fellow attendees. In addition, small-group discussions were created on the fly throughout theweek to allow for further discussion of topics and to increase the likelihood of bonding. As a resultof informal feedback from the attendees, the site volunteers would like to look at expanding theinformal discussions. In addition, more focused communications with attendees (especially first-yearattendees) will be created for 2014.
One drawback with the transition to the Foundation was the inability to promote the silent auctionactivities in advance. Comments were received that attendees were not aware of the auction orfundraising opportunities. While the group worked within the guidelines, earlier communicationsand promotion of the auction will benefit the site in future years. The Board of Regents appreciatesthe support of the Institute program in helping to meet the fundraising needs for the future.
The biggest challenge still remains the small site, although this certainly lends itself to strongrelationships in and out of class.
It was a fantastic year to serve as Chair. I am humbled and honored to have served with a group ofdeeply committed association and chamber professionals from throughout the country who werehighly energized and active. I appreciate all of the work from the Midwest Board of Regents whoraised the bar on recruitment, professionalism, and engagement. The dedication of the Institute teamalways made the volunteers feel appreciated and valued for their contribution. I look forward towatching the continued growth and success of our Midwest site!
Submitted by: Joseph B. Henning, IOM, CAE, ACEChair, Midwest Board of Regents
CONSENT AGENDASOUTHEAST CHAIRMAN’S REPORT, FALL 2013
4
I am proud to report that Southeast Institute finished another successful year in 2013. With anattendance goal of 226 attendees, our final enrollment numbers ended above goal at 228, with anadditional attendee in the Graduate Elective Program, resulting in 229 total attendees.
As the Board Chair, I have continued the precedent of sending a weekly email to the Southeastboard. These emails served as: a reminder for important timeline tasks for Institute; as a way to helpkeep us focused on our goals; as a way for us to continue promoting our mission; and, as a conduitto generate discussion on ways to grow and improve. The weekly “Friday Email” continuallyreminded everyone on the Southeast Board of Regents to think about Institute throughout the year.
Our Class Advisors for 2013 truly helped make for a successful week. Their level of enthusiasm anddedication helped set the tone for a fun-filled and productive Institute week. In addition, ourRegent/Advisor Partner Program was designed to help ensure each participant got the full Instituteexperience and helped facilitate dialogue between the advisors, regents, and the class sections.
The Southeast board remains committed to the challenge of raising scholarship money for Institute.We know that without available scholarship funds, many associations and chambers across thecountry would not be able to participate in Institute.
The Southeast Board of Regents remains committed to advancing our overall goals we set in 2013:1. Exceed our attendance goals by setting (and achieving) stretch goals; 2. Strengthen our newRegent/Advisor Partnership Program to enhance interaction among attendees; 3. Increaseassociation participation at Southeast utilizing professional contacts and testimonials; 4. Recognizeparticipants for the IOM Alumni Network (formerly known as the IOM All-Star Program) fromeach state to help “sell” the program; 5. Strengthen our diversity representation at Southeast;6. Solicit a minimum of 150 items for the silent auction to benefit scholarships. In addition, theBoard of Regents continually discusses other goals to be added that complement our mission.
We would like to continue the dialogue with the Board of Trustees to help identify resources andways to strengthen our diversity representation. Commitment to building a diverse representationat Institute through a process of reaching out to diverse groups is vital for the future. We wouldalso like to continue the dialogue as it relates to “strong associations/chambers for the future”with regard to utilizing cutting-edge techniques necessary to remain competitive in today’sworld/workforce. We also see a need to place more emphasis on the idea of “successionplanning” and “career transition” for the next generation of non-profit executives.
I am honored to turn the Chair position over to Barry Copeland, Birmingham Business Alliance.Barry’s leadership, enthusiasm, and commitment to success will serve Institute well. I, along withthe entire Southeast Board of Regents, take great pride in the Institute program and am honored toparticipate in such a world-class program that trains executives to lead the next generation ofchamber of commerce and association professionals.
Finally, no Chairman’s Report would be complete without a sincere thank you to the Institute staffthat helps us accomplish so much.
Submitted by: Jeremy L. Arthur, IOMChair, Southeast Board of Regents
CONSENT AGENDAWEST CHAIRMAN’S REPORT, FALL 2013
5
We are thrilled to report that West Institute is alive and well and our Board of Regents is excitedabout the results of our successful week in Los Angeles in July 2013!
A big THANK YOU is a must for the dedication of our team and the hard work over the year theyexhibited to make this year successful. West Institute’s overall numbers improved significantly,smashing our goal and elevating above numbers from previous years. Our 114 association andchamber professionals also included two IOM graduates returning to participate in the GraduateElective Program to further their educational experience, and they, too, celebrated anothersuccessful year of professional development.
Although having a fun and exciting auction as in past years, West was not able to meet our highlysuccessful scholarship fund total from 2012, however we did raise almost $8,000 to help current andfuture professionals in their opportunity for participation in future years. This effort has been oneof the signature events for West over the years, and the excitement that the classes exhibitthroughout the week contributed to the successful fundraising.
As was mentioned earlier, the tremendous volunteers at West Institute produced many excitingevents, beginning with the Institute Mixer. This event included a professionally produced “Jeopardy”contest, which served as a fun way to quickly bond our classes together prior to the start of classes.Later in the week, our Big Bash was again held on the very popular yacht as we celebrated a greatweek and a fantastic, emotional graduation ceremony. The entire week was punctuated by a hands-on, caring team of regents who were not only visible to the participants, but active at all times, visitingwith individuals and supporting every break, meal, class and activity. New this year was thepartnering of a West Board of Regent with the Class Advisor to assist in class development andsupport.
Fortunately, we faced few challenges. Now in our eighth year at Loyola Marymount University, wecontinue to be a desired location in the overall Institute experience with the expectation ofdelivering excellence. The familiarization of the Los Angeles community – and the West Coastamenities – all play a part in our ability to market this location even more effectively in the future.The ability to hold our silent auction over multiple days has provided a better response to thisimportant part of the week’s experience. Transportation issues have been largely resolved from pastyears; however our dorm room accommodations and service level need to be improved if we are toeffectively engage students to consider this accommodation in the future.
At the end of the day however, the overall success of West Institute must go to our incredibleInstitute staff! Their ongoing support, coupled with the national Board of Trustees under thetremendous leadership of West Board of Regent Marianne Virgili helped make 2013 a year toremember for all of us. Most importantly, the combined work of everyone mentioned made alasting and positive impact on those who we serve – our fellow association and chamberprofessionals.
Submitted by: Peter L Aust, IOMVice chair, West Board of Regents
CONSENT AGENDANORTHEAST CHAIRMAN’S REPORT, FALL 2013
6
The Northeast Institute Board of Regents had an outstanding year on the registration front. In fact,on a percentage basis of goal achieved, we led all other sites – topping out at a whopping 110percent. We were also successful in the recruitment of first-year attendees, finishing with 55,compared to 53 in 2012. In addition, we exceeded our registration goals for all categories ofreturning attendees. In fact, at 141 percent of goal, our fourth-year numbers handily beat out everyregistration category of any site. Staff and volunteers at every Institute location work hard topromote and advance the IOM program and we are proud to showcase what Northeast Institute hasto offer.
While we always seek to do better, our fundraising total of $5,575.00 was a terrific accomplishment.Now that Foundation and state fundraising rules have almost been completely sorted out, we aresure that next year’s board will be able to start organizing and promoting all fundraising effortsearlier and have an even bigger impact. Given the legal constraints with which we had to operate,the silent auction was nonetheless well organized and effectively executed. All the money wascollected in timely manner and items distributed quickly.
The Kickoff went well and was filled with high energy and a happy, active group of attendees. Onceagain, the threat of inclement weather, which indeed culminated in record-setting downpours,caused the Mixer to move indoors. However, overall feedback was nonetheless generally positive.
One of our biggest challenges was encouraging attendees to stay on campus at the West CampusApartments. The on-campus culture of Northeast has long been one of its hallmarks, as it helps tocreate a bonding experience outside of the classroom. For the first time, registration showed morepeople staying at the hotel versus on-campus. Some attendees staying at the hotel did commentthat, had they known more about the on-campus apartments and the social culture they promote,they would have opted for the campus apartment experience. Others seemed happy being in atraditional hotel environment. As a board, we feel it very important that attendees are exposed tothe on-campus experience, as it has shown itself to be the best place to encourage out of classbonding and networking. We will continue to market the apartments, especially to the first-years,although we do understand that no matter where attendees stay, the important thing is that theyhave a valuable and fun experience.
As in the past, we will continue follow-up communication with past attendees and encourage themto return to Northeast Institute, reach out to attendees who have lapsed within the past five years,and continue to focus on the marketing efforts to the three-hour regional drive market.
During the course of outreach leading up to this year’s Institute, we heard many positive commentsabout regents following up with attendees to remind them about enrollment. We do face somechallenges finding a reliable and consistent pool of advisors, but continue to develop promisingleads.
Overall, we have a great team of regents and class advisors in place and look forward to anotheroutstanding year at the Northeast Institute.
Submitted by: Christopher S. Hogan, IOMChair, Northeast Board of Regents
DEMOGRAPHICS2014-2016 REGISTRATION PROJECTIONS
1
WINTER2013
Final
2014
Projections
2015
Projections
2016
ProjectionsMIDWEST 2013 Final
2014
Projections
2015
Projections
2016
Projections
Class Class
1-1 33 32 31 30 1-1 44 50 56 63
1-2 31 30 29 28 1st yr Total 44 50 56 63
1st yr Total 64 62 60 58 2-1 18 34 39 43
2-1 34 25 25 24 2nd yr Total 18 34 39 43
2-2 28 24 23 23 3-1 17 16 30 33
2nd yr Total 62 49 48 47 3rd yr Total 17 16 30 33
3-1 25 30 22 21 4-1 14 16 15 28
3-2 17 24 21 20 4th yr Total 14 16 15 28
3rd yr Total 42 54 43 41 MW Total 93 116 140 167
4-1 23 23 28 21
4-2 20 16 23 19
4th yr Total 43 39 51 40
Winter Total 211 204 202 186
SOUTHEAST2013
Final
2014
Projections
2015
Projections
2016
ProjectionsWEST 2013 Final
2014
Projections
2015
Projections
2016
Projections
Class Class
1-1 42 48 55 63 1-1 35 37 39 41
1-2 43 49 56 64 1st yr Total 35 37 39 41
1st yr Total 85 97 111 127 2-1 33 27 28 30
2-1 32 32 37 42 2nd yr Total 33 27 28 30
2-2 29 33 38 43 3-1 24 29 23 25
2nd yr Total 61 65 75 85 3rd yr Total 24 29 23 25
3-1 46 28 28 32 4-1 20 22 27 22
3-2 - 25 29 33 4th yr Total 20 22 27 22
3rd yr Total 46 53 57 65 West Total 112 115 117 118
4-1 36 43 49 26
4-2 - - - 27
4th yr Total 36 43 49 53
SE Total 228 258 292 330
Projections
NORTHEAST2013
Final
2014
Projections
2015
Projections
2016
Projections2013 2014 2015 2016
Class 804 868 949 1029
1-1 32 37 43 50
1-2 25 29 34 39
1st yr Total 57 66 77 89
2-1 40 44 51 59
2nd yr Total 40 44 51 59
3-1 32 35 38 44
3rd yr Total 32 35 38 44
4-1 31 30 32 36
4th yr Total 31 30 32 36
NE Total 160 175 198 228
Assumptions: Retention Rates of 77%, 87%, and 93%
Enrollment
2014 - 2016 Institute Registration Projections
Winter -2.9%, Midwest 12.74%; Southeast 14.55%, West 4.73%; Northeast 15.8%
Percentage averages are based on average percentage change since 2009.
Assumptions: First-Year Projected New Attendee Rates:
DEMOGRAPHICS2014 REGISTRATION GOALS
2
WINTER 2014 Goals 2013 Goals 2013 Final MIDWEST 2014 Goals 2013 Goals 2013 Final
Class Class
1-1 35 39 33 1-1 55 33 44
1-2 33 39 31 1st yr Total 55 33 44
1st yr Total 68 78 64 2-1 34 22 18
2-1 25 27 34 2nd yr Total 34 22 18
2-2 24 28 28 3-1 16 20 17
2nd yr Total 49 55 62 3rd yr Total 16 20 17
3-1 30 15 25 4-1 16 15 14
3-2 24 20 17 4th yr Total 16 15 14
3rd yr Total 54 35 42 MW Total 121 90 93
4-1 23 25 23
4-2 16 19 20
4th yr Total 39 44 43
Winter Total 210 212 211
SOUTHEAST 2014 Goals 2013 Goals 2013 Final WEST 2014 Goals 2013 Goals 2013 Final
Class Class
1-1 53 45 42 1-1 41 42 35
1-2 54 45 43 1st yr Total 41 42 35
1st yr Total 107 90 85 2-1 33 28 33
2-1 32 31 32 2nd yr Total 33 28 33
2-2 33 28 29 3-1 24 18 24
2nd yr Total 65 59 61 3rd yr Total 24 18 24
3-1 28 42 46 4-1 20 19 20
3-2 25 - - 4th yr Total 20 19 20
3rd yr Total 53 42 46 West Total 118 107 112
4-1 43 35 36
4-2 - - -
4th yr Total 43 35 36
SE Total 268 226 228
NORTHEAST 2014 Goals 2013 Goals 2013 Final
Class
1-1 36 29 32
1-2 36 28 25
1st yr Total 72 57 57 2014 First-Year Goal: 2014 Enrollment Goal:
2-1 44 39 40 343 898
2nd yr Total 44 39 40
3-1 35 28 32
3rd yr Total 35 28 32
4-1 30 22 31
4th yr Total 30 22 31
NE Total 181 146 160
2014 Institute Registration GoalsAssumptions: Goals are based on accepted assumptions discussed in the Enrollment Projections document.
First-Year Goal will be an additional 10% of the projected number.
DEMOGRAPHICSOVERVIEW OF THE 2013 DEMOGRAPHICS BY SITE:
6
Years of Experience inChamber/Association Field
Winter 2013 Midwest 2013 Southeast 2013 West 2013 Northeast 2013
Less than 2 years 9.4% 10.8% 12.7% 11.4% 11.7%2 to 5 years 32.5% 44.1% 32.3% 35.1% 22.2%6 to 10 years 33.5% 22.6% 33.2% 25.4% 32.7%More than 10 years 24.5% 22.6% 21.8% 28.1% 32.7%
How Did You Learn AboutInstitute?
Winter 2013 Midwest 2013 Southeast 2013 West 2013 Northeast 2013
Note: Course evaluation scores are based on a five point scale.
YEAR IN REVIEWMARKETING UPDATE
2
In 2013, we advanced Institute’s marketing efforts through the hard work and collaboration of the volunteersand the Institute staff to further Institute’s goals. Below is a summary of our major accomplishments for yourreview. The aim of the advertisements has been to create messages that are relatable and impressive.
ADVERTISEMENTS
The January 2013 issue of Associations Nowmagazine, themed “I am an IOMBecause…” featuring former Board ofTrustees Chair Russell Salzman, IOM,CAE, Chief Executive Officer andExecutive Vice President of the Instituteof Real Estate Management.
Multiple “I am an IOM Because…”advertisements have been made to includewith state conference shipments andInstitute takeaway items.
Institute placed one article in the Spring2013 issue of Chamber Executive magazineby Board of Trustees Chair MarianneVirgili, IOM, CCE, titled Why I Am aRaving Fan of Institute for OrganizationManagement.
YEAR IN REVIEWALUMNI UPDATE
3
There are currently 2,408 alumni in Institute’s database.
IOM ALUMNI NETWORK
219 individuals identified themselves as IOM All-Stars since the program rolled out in 2012.
In an effort to be inclusive, the IOM All-Stars program transitioned to the IOM AlumniNetwork in 2013, and alumni have the opportunity to opt-out of communications if theychoose to do so.
Alumni are automatically added to the Network upon graduation and are encouraged to takeaction in the following ways:o Use the IOM recognition in email signatures and professional correspondence.o Mentor an industry peer and/or send someone from their own organization to
Institute.o Utilize social media outlets to share their Institute experience with others.o Wear the IOM ribbon at state and regional conferences, when available.o Distribute IOM ribbons at state and regional conferences to fellow IOMs, when
appropriate (ribbons provided upon request).o When hiring, consider including “IOM recognition preferred” as a qualification.o Attend the Graduate Elective Program at any of the five sites and encourage their
fellow graduates to do the same.
Board members created state strategies representing 13 states plus Washington, DC for alumniengagement and expansion within their own states.
GRADUATE ELECTIVE PROGRAM
Five people attended the Graduate Elective Program in 2013.
There is much opportunity for growth of the Graduate Elective Program.
YEAR IN REVIEWSTATE PARTNERSHIP UPDATE
4
PAY IT FORWARD SCHOLARSHIP PROGRAM
Institute reached out to 97 state societies on two separate occasions throughout the year.The first time encouraging Winter Institute participation and the second in regards toSummer 2013.
Of the 97 organizations who were contacted 52 participated by sharing information aboutthe Institute program with their members.
In total, 42 first-year participants attended Institute using a PIF scholarship; 36 chamberprofessionals and 6 association professionals. This is an increase of 75% over last year’susage of 24.
COLLABORATIVE EFFORTS WITH STATE CONFERENCES
Water bottles used as marketing tools:o Sent 1,374 water bottles to 30 meetings across the country.o Marketing materials were sent to the Michigan Chamber of Commerce Annual
meeting, Minnesota Chamber of Commerce Conference, New York Chamber ofCommerce Executives Conference, Iowa Chamber of Commerce ExecutivesConference, Maine Society of Association Executives Conference, WACEConference, Automotive Trade Association Executives Association Conference,MACP New Executive Orientation, Chamber of Commerce Association of AlabamaConference, Arizona Chamber Executives Advocacy Day at the Legislature, NewEngland Association of Chamber of Commerce Executives Conference, ConnecticutAssociation of Chamber of Commerce Executives Conference, Tennessee Chamberof Commerce Executives Conference, Pennsylvania Society of AssociationsExecutives Conference, Georgia Staff Clinic, Indiana Chamber ExecutivesAssociation Conference, CCC100 Meeting, Dallas Regional Chamber Meeting,Carolinas Association of Chamber Executives Professional DevelopmentConference, Mid-America Conference, MAKO, Colorado Chamber of CommerceExecutives Conference , Minnesota Chamber of Commerce Executives Conference,Colorado Society of Association Executives Conference, Texas Chamber ofCommerce Executives Conference, Indiana Chamber Executives Association FallConference
WACE Partnership:o In 2013, Institute partnered with the Western Association of Chamber Executives.o Graduates of the Academy program are eligible to attend Institute as third-year
attendees bypassing their first two years of the program.o 8 attendees took advantage of this opportunity.
YEAR IN REVIEWSTATE PARTNERSHIP UPDATE
5
PAY IT FORWARD 2013 - CHAMBER OF COMMERCE EXECUTIVE ASSOCIATIONS
State Organization 2011 2012 2013 2013 Winter 2013 MW 2013 SE 2013 West 2013 NE
Alabama Chamber of Commerce Association of Alabama _ 0 3 3
Alaska Alaska State Chamber of Commerce _ _ _
Arizona Arizona Chamber Executives 1 2 1 1
Arkansas Arkansas Chamber of Commerce Executives 1 _ 1 1
Carolina's Carolinas Association of Chamber of Commerce Executives 1 1 2 2
Colorado Colorado Chamber of Commerce Executives 0 0 1 1
Connecticut Connecticut Business and Industry Association 0 0 0
Florida Florida Association of Chamber Professionals 0 1 0
Georgia Georgia Association of Chamber of Commerce Executives _ 1 2 2
Idaho Idaho Chamber Alliance _ _ _
Illinois Illinois Association of Chamber of Commerce Executives 2 0 1 1
Indiana Indiana Chamber Executives Association 2 0 2 1 1
Iowa Iowa Chamber of Commerce Executives 1 _ 0
Kansas Kansas Chamber of Commerce Executives 2 1 0
Kentucky Kentucky Chamber of Commerce Executives 0 0 2 2
Louisiana Louisiana Assn. of Chamber of Commerce Execs. 0 _ 0
Maine Maine Chamber of Commerce Executives 0 _ _Maine,
Connecticut,
Vermont,
Massachusetts,
Rhode Island,
New Hampshire
New England Association of Chamber of Commerce Executives _ 0 1 1
Maryland Maryland Association of Chamber of Commerce Executives 0 0 2 2
Massachusetts Massachusetts Association of Chamber of Commerce Executives _ _ 2 2
Michigan Michigan Association of Chamber Professionals 0 1 2 1 1
Mid-America Mid America Chamber of Commerce Executives 0 _ _
Minnesota Minnesota Chamber of Commerce Executives 0 0 0
Mississippi Mississippi Economic Development Council 2 4 2 1 1
Missouri Chamber of Commerce Executives of Missouri 0 0 1 1
Montana Montana Chamber of Commerce Executives 0 0 0
Nebraska Nebraska Chamber of Commerce Executives 0 _ _
New Jersey New Jersey Area Chamber of Commerce Executives _ _ _
New Mexico New Mexico Chamber Executives _ _ 0
New York Business Council of New York State, Inc. _ _ _
North Dakota North Dakota Chamber Executives 0 0 0
Ohio Chamber of Commerce Executives of Ohio 1 0 0
Oklahoma The State Chamber of Oklahoma 2 2 2 2
Oregon Oregon State Chamber of Commerce _ 0 _
Pennsylvania Pennsylvania Association of Chamber Professionals _ _ 1 1
South Carolina South Carolina Chamber of Commerce 1 1 2 2
South Dakota South Dakota Chamber and Economic Development Council 1 1 1 1
Tennessee Tennessee Chamber of Commerce Executives 2 3 2 2
Texas Texas Chamber of Commerce Executives 0 _ 1 1
Utah The Utah State Chamber of Commerce 0 0 1 1
Virginia Virginia Association of Chamber of Commerce Executives 0 0 1 1
Washington Washington Chamber Executives _ _ _
West Virginia West Virginia Chamber of Commerce _ _ _
Wisconsin Wisconsin Chamber of Commerce Executives _ _ 0
Wyoming Wyoming Chamber of Commerce Executives 1 _ 0
Total 20 18 36 4 8 16 2 6
YEAR IN REVIEWSTATE PARTNERSHIP UPDATE
6
PAY IT FORWARD 2013 - ASSOCIATION EXECUTIVE SOCIETIES
State Organization 2011 2012 2013 2013 Winter 2013 MW 2013 SE 2013 West 2013 NE
Alabama Alabama Council of Association Executives _ _ _
Arizona Arizona Society of Association Executives 1 _ _
Arkansas Arkansas Society of Association Executives _ _ _
California California Society of Association Executives 1 3 1 1
Colorado Colorado Society of Association Executives 0 _ _
Connecticut Connecticut Society of Association Executives _ _ _
Florida Florida Society of Association Executives 0 2 0
Florida Tallahassee Society of Association Executives 1 0 _
Georgia Georgia Society of Association Executives 0 0 0
Idaho Idaho Society of Association Executives _ _ _
Illinois Illinois Society of Association Executives 0 0 1 1
Illinois Association Forum of Chicagoland 0 0 0
Indiana Indiana Society of Association Executives 0 0 0
Iowa Iowa Society of Association Executives _ _ _
Kansas Kansas Society of Association Executives _ _ _
Kentucky Kentucky Society of Association Executives _ _ _
Louisiana Louisiana Society of Association Executives _ _ 0
Maine Maine Society of Association Executives _ 1 0
Maryland Maryland Society of Association Executives _ _ 0
Michigan Michigan Society of Association Executives 1 _ 0
Mississippi Mississippi Society of Association Executives 0 _ _
Missouri Missouri Society of Association Executives 0 _ _
Montana Montana Society of Association Executives _ _ _
Delaware;
New JerseyMid-Atlantic Society of Association Executives _ _ _
New Mexico New Mexico Society of Association Executives _ _ _
New York New York Society of Association Executives _ _ _
North Carolina Association Executives of North Carolina _ 0 _
Ohio Ohio Society of Association Executives _ 0 1 1
Oklahoma Oklahoma Society of Association Executives _ _ _
Oregon Oregon Society of Association Executives _ _ _
Pennsylvania Pennsylvania Society of Association Executives _ _ _
South Carolina South Carolina Society of Association Executives 0 _ 1 1
Tennessee Tennessee Society of Association Executives _ 0 _
Texas Texas Society of Association Executives _ _ _
Utah Utah Society of Association Executives _ _ _
Virginia Virginia Society of Association Executives _ 0 0
Washington Washington Society of Association Executives 0 0 _
West Virginia West Virginia Society of Association Executives _ _ _
Wisconsin Wisconsin Society of Association Executives 0 0 2 2
Wyoming Wyoming Society of Association Executives _ 0 0
Association Societies Alliance _ _ 0
Midwest Society of Association Executives _ _ 0
New England Society of Association Executives _ _ _
Total 4 6 6 0 3 0 1 2
YEAR IN REVIEWSCHOLARSHIP UPDATE
7
INCENTIVE PROGRAMS
Friends and Family Enrollment Incentiveo In 2013, 62 individuals (32 first-years and 30 second through fourth-years) attended
Institute using the Friends and Family incentive from 40 unique organizations. This isup from 46 individuals from 32 organizations in 2012.
o All Elite, C100, and CCC100 members were mailed a 2013 planner and a letter fromInstitute Vice President Raymond P. Towle, IOM, CAE encouraging participation inthe Friends and Family incentive program. This physical mailing was followed up withan email from Raymond the following week.
Refer a First-Year Incentiveo All attendees received a flyer marketing the Refer a First-Year incentive while on-site
in 2013. The flyer encouraged attendees to refer their contacts. In 2013 three first-yearattendees were referred to the Institute program by second through fourth-yearattendees using this incentive.
Group Rateo In 2013, 107 attendees registered for Institute using the group rate. They came from 74
unique organizations. The largest organization taking advantage of the group rate sent11 attendees. 58 organizations sent 2 individuals.
SCHOLARSHIPS
Sponsor Scholarshipso In 2013, Sam’s Club and Constant Contact once again sponsored 25 full-tuition
scholarships for first-year attendees.
Faculty Scholarship Programo In 2013, 28 first-year participants attended Institute using a faculty scholarship.
Faculty Member Total Scholarships Winter Midwest Southeast West Northeast
David Aaker 3 1 1 1
Chuck Ewart 1 1
Jay Handler 1 1
Bob Harris 1 1
Danny Hearn 1 1
Cathi Hight 2 1 1
Beth Johnston 1 1
Frank Kenny 1 1
Brad Lacy 1 1
Pat McGaughey 4 1 3
Annette Medlin 2 2
Matt Pivarnik 2 1 1
Susanne Sartelle 2 2
Kyle Sexton 1 1
Anissa Starnes 1 1
Charles H. Van Rysselberge 2 1 1
Marianne Virgili 2 2
Total 28 3 2 16 6 1
YEAR IN REVIEWSCHOLARSHIP UPDATE
8
2009 Winter Midwest Southeast West Northeast Total
Constant Contacto Institute’s Gold Sponsor, provided 5 full-tuition first-year scholarships in 2013 and
was present at four of five sites. Spoke for three minutes at each kick-off.
BrokerSavanto Sponsored Institute website.
California Cut Flower Commissiono Provided flower bouquets to all graduating 4th year Institute attendees.
ChamberMastero Sponsored Southeast Institute.
TargetMarketing/SouthCommo Sponsored Winter Institute and Southeast Institute.
Weblinko Sponsored Winter Institute.
SPONSOR GOALS VS. ACTUAL SPONSORS ON-SITE:
2013 SPONSOR GOALS:
Increase number of sponsors.
Find new sponsors that are valuable to Institute attendees.
Create a sponsor program that is both valuable to potential sponsors and Institute attendees.
ACTION STEPS:
Sponsorship acquisition will be looked at program wide as opposed to site specific.
All members of Boards of Regents will be tasked with finding sponsors for the Instituteprogram.
A focus group comprised of interested board members will be created to help identify waysof enhancing sponsorship program.
Site Winter Midwest Southeast West Northeast Total
Goals for 2010 3 3 5 4 4 19
2010 Sponsors 3 6 7 5 5 26
Goals for 2011 9 7 8 6 6 36
2011 Sponsors 9 4 9 5 5 32
Goals for 2012 9 5 10 5 5 34
2012 Sponsors 4 3 7 3 4 21
Goals for 2013 6 4 8 4 5 27
2013 Sponsors 4 2 4 2 2 14
2014 Goals 5 3 5 3 4 20
YEAR IN REVIEWSOCIAL MEDIA UPDATE
10
2012* 2013*Percentage
IncreaseFacebook 920 Likes 1,373 Likes 49%
Twitter 432 Followers 721 Followers 67%ConnectIN 1,951 Members 2,245 Members 15%LinkedIn 469 Members 925 Members 98%IOM Blog 38 Blogs Posted 57 Blogs Posted 50%
*Numbers as of September 1
What to watch for in 2014: Creation of the IOM Alumni Facebook group.
Increased number of IOM Blogs posted per week.
New look and focus for ConnectIN.
Monthly newsletter to Alumni and current attendeeshighlighting IOM Blog content.
YEAR IN REVIEWAPP UPDATE
11
The Institute team is pleased to announce that in 2014 each Institute site will have an on-site app. This yearat Southeast Institute, an on-site app was debuted to enhance the on-site experience of attendees.
Facts about the 2013 Southeast Institute App:
Features:o Class scheduleo Ability to customize an individual class scheduleo Faculty biography listing with headshotso Sponsor listingo Community photo albumo Local restaurant listingo Map of the cityo Integration with Facebook and Twitter
There were 315 unique downloads of the app.
Of those who downloaded the app and responded to the survey:o 36% rated the app as very beneficialo 33% rated the app as beneficialo 29% rated the app as somewhat beneficial
As rated by the attendees, the most used features of the app included the:o Class Scheduleo Faculty Bio Listingo Photo Album
YEAR IN REVIEWWEBINAR UPDATE
12
Spring Webinar Attendee Results
2013 Spring WebinarTopic: MembershipSpeaker: Jay HandlerDate: March 14, 2 p.m. EDTAttendees: 65
2012 Fall WebinarTopic: LeadershipSpeaker: Sarah Sheila BirnbachDate: October 30, 2 p.m. EDTAttendees: 31
YEAR IN REVIEWWEBINAR UPDATE
13
What was your biggest takeaway from the webinar?
Change Networking to NetGiving.
Not relying on networking to be a value proposition.
Redefining thinking about membership recruitment and retention. If you are engaging themembership, then the recruiting and retaining pretty much takes care of itself.
Great reminders of our members’ needs!
Developing and utilizing an Engagement Plan (with input from all staff, board and volunteers)instead of a retention plan.
Engagement plans, not a retention plan. That was a great point.
Changing our Retention Task Force to an Engagement Task Force. We have been practicing the artof engagement but calling it retention. Engagement clearly defines the role of this task force muchbetter.
This discussion developed ideas for overcoming some of the old ways we do things.
It got us talking in a different way about membership engagement.
Working to engage younger business members.
That I need to spend more time digging for specific examples of engaging members outside ofevents and "telling the chamber story" about our advocacy work.
The message of engagement not meaning flooding social media with reminders and pictures, butrather telling your chamber story.
Be brave and try new things, you need to do to make your chamber as valuable and relevant aspossible to your members.
Engagement reaches farther than just our members.
YEAR IN REVIEWWEBINAR UPDATE
14
Change.
It's important to build a culture of engagement within the organization.
Change Retention Plan to Engagement Plan.
Dumping the old way of thinking about value proposition.
I need to build a retention, no, engagement plan for my members.
I enjoyed validating that engagement is key. That is one of our main focuses as well.
Focus more on engagement and not recruitment.
Re-framing retention into engagement.
How important it is to get generation x and y onboard and how to relate to them.
Having an Engagement Plan.
Engagement = Retention + Recruitment.
Shifting focus from the few members that attend events to the community at large.
Focus more on engagement.
Going to our BOD, Committees, etc. and asking what are they willing and able to do to fosterengagement in our chamber.
Engagement; we talk about it but don't really do it well.
To focus on engagement vs. recruitment or retention.
That we have to start looking at things differently to get people engaged in our chamber.
YEAR IN REVIEWWEBINAR UPDATE
15
Future Topics of Interest (submitted by participants):
Any topic that can keep us on the cutting edge!
Non-dues revenue ideas.
Affinity Programs - what is the latest big thing?
Membership.
Anything to do with developing chambers and associations.
Helping volunteers and staff get realistic about time constraints.
Creative recruitment.
Advocacy, Budgeting, Profit/Loss and Balance sheet best practices.
Anything pertaining to giving members value, social media, creative event planning.
Tracking metrics, segmentation of members, and policy issues.
Future and value of strategic planning in organizations.
Communications and Legislative Affairs.
YEAR IN REVIEWVOLUNTEER UPDATE
16
Due to the word of mouth outreach and marketing efforts by our volunteers, Institute exceeded theoverall attendance goal of 781 by 23 attendees, finishing with 804 total attendees. 2013 was a verysuccessful year! We thank Marianne Virgili, IOM, CCE, Chair of the Board of Trustees, as well asall of our volunteers for their on-going efforts to market the program this Institute season. We arelooking forward to a great year ahead!
Below are some highlights from 2013.
Recruited 11 new Board of Regent members and 27 Class Advisors from variousassociations and chambers of commerce.
Of the 27 Class Advisors, 15 were first-time advisors.
There are 199 interested volunteers in our database, representing 40 states plus DC.
32 states plus DC are currently represented on the board.
37 first-years were recruited from board members’ organizations during the 2013 calendaryear.
18 first-years were recruited from other organizations during the 2013 calendar year.
59 returning students were recruited from board members’ organizations during the 2013calendar year.
BOARD MEMBER ACTION GRID
On the following pages, you will find a copy of the 2013 Board Member Action Grid, which helpedto monitor Institute’s outreach and achievements. Please know, this document only reflects whatwas reported to staff and represents a very small fraction of what all our volunteers do every day tomarket the Institute program.
2013 Volunteer Action Grid
First Name Last Name Location First-Years Recruited from Same OrganizationReturning Students from Same
OrganizationFirst-Years Recruited
from Other Organization Actions
Jane Abe Southeast
2/27 Composed and co-signed an email promoting Institute, scholarships, and PIF to bedistributed to IACCE’s membership list, 3/13 Added link directly to Institute website throughthe IOM in email signature, 3/15 Sent out a letter to the FL Chambers, 4/25 Sent another letterto FL Chambers
Chris Adelmann Midwest Chris Ambrose (1-Midwest)
Marla Akridge Southeast Gail Craft (2-Southeast)Sherry Samuels(1-Southeast) 2013 Contacted Jim Thompson with NCSEA to participate in PIF
Crystal Allen Dallas West FeFe Daniels (1-West)
March Addressed the LACCE Spring Conference about the importance of Institute andparticipation, water bottles and flyers were given to all attendees, 5/23 Sent communications tonon-profit professionals in network about attending Institute
Blain Andera Winter11/14 Provided Institute material at ICCE fall conference, 1/30 Provided Institute material atICCE spring conference
12/11 Published an I am an IOM ad in Arkansas Chamber of Commerce Executives newsletter,Co-chair of MAKO and promoted the program at all events
Jeremy Arthur Southeast, BOT
10/15 Provided Institute material and recruited prospective students at AACE 12/17 AssistedSouth Carolina/North Carolina State Chamber Association board members with ways topromote Institute, 1/24 Sent PIF scholarship email to CCAA members, 2/26 Added link directlyto Institute website through the IOM in email signature
Peter Aust West, CC Greg Chanese (1-West)
1/20 Spoke at NYCCE during their spring meeting, provided Institute material to those as afollow-up who expressed interest in Institute, 3/12 Conducted Institute presentation duringCANYS Leadership Conference, followed-up with letter and IOM Ad to all conferenceattendees
Erin Bemis Winter Bethany Pearson (2-Winter)
10/17 Attended MACP and promoted the program, recruited prospects and manned theInstitute table, engaged MI graduates to encourage particiation in GEP and IOM All-Stars, 3/6Sent scholarship notice, 3/7 Sent letter to BOD, 3/13 Made personal calls (throughMarch/April), 3/27 Sent scholarship reminder, Spring Sent dmail to our graduating classes
Christin Berry BOT, CC Chelsea Killam (3-Winter) 1/1 Placed IOM ad in January issue of Associations Now
Randy Bradley SoutheastSusan O'Neal (1-Southeast) Alexa Stillwell(1-Southeast)
Tish Anderson (1-Northeast); JulieScott (1-Northeast) 2013 Heavily involved with PIF program
Ken Brengle West Dawn Maxwell (1-Midwest)10/20 Provided Institute material at Indiana fall conference, 2/14 Requested materials toencourage Terre Haute execs to attend Institute, 4/3 Spoke at ICEA spring conference
Greg Buckler Northeast6/19 Promoted Institute during two non-profit and association management classes at Universityof Maryland University College (about 12-15 professionals in each class)
Rich Cantillon Winter, CCSara Sciara(1-Winter)
8/22 Promoted Institute in Oklahoma Chamber Executive weekly email, 11/7 ProvidedInstituter material at OCCE meeting and staffed table
John Carlson BOT, CC Jessie Azrilian (1-West)2013 Placed IOM ad and article in ACCE's Chamber Executive Magazine four times during theyear
Elyse Cochran-Davis CC, BOT
Kate Conroy Northeast 12/18 Added link directly to Institute website through the IOM in email signature
Melissa Cook Southeast
Barry Copeland Southeast Meredith Drennen (1-Southeast) 1/31 Reached out to Institute staff for information to share with associations
Kasey Cronquist Winter
Kim Dahlsten Southeast
1/13 Sent Institute postcards to past state attendees in Kansas, 2/13 Reached out to Institutestaff for promotional materials, 3/13 Coordinated with state liaison for chamber contactinformation, 4/13 Emailed state professionals encouraging them to attend Institute with outlineof early registration deadline and promoted Institute at MAKO conference
Bryan Daniels Southeast Bill Eanes (4-Southeast) Suzie Lusk (1-Southeast)
2013 Volunteer Action Grid
First Name Last Name Location First-Years Recruited from Same OrganizationReturning Students from Same
OrganizationFirst-Years Recruited
from Other Organization Actions
Steve Davis BOT
Whitney Emerick (1-Winter); Jennifer Cobb(1-Winter); Carlos Simpao (1-Winter); ElsaVelasco (1-Winter); Kerry Cosby (1-Winter);Becky Keith (1-Winter); Rhonda Jacobs(1-West); John Meade (1-West)
Dan DeMellier (3-Winter); TedBakamjian (3-Winter); Tom Agnew(3-Winter); Dan DeMellier (4-West);Ted Bakamjian (4-West); Tom Agnew(4-West); Whitney Emerick (2-West);Jennifer Cobb (2-West); Carlos Simpao(2-West); Kerry Cosby (2-West); BeckyKeith (2-West); Elsa Velasco (2-West)
2/1 Worked with CESSE to make Institute available to all members, 2/20 spoke about Instituteduring the CEO roundtable session at CESSE
Barbara deBoom BOT Lynn Mallotto (1-West)
Karen DelVecchio Northeast, CC11/4 Staffed Institute table at NEACCE, 2/20 ProvidedInstitute material at CT Association ofChamber Execs conference
2/20 SC Chambers (statewide) meeting- Presented on Institute, spoke with and forwardedInstitute information to two prospects, and wrote an article on Institute for the SC/NCASSOCIATION (CACCE), 5/15 Spoke to group of SC executives about Institute
Rebecca Fay West
Mark Field SoutheastMichelle Kiely (4-Southeast); AshleighAdkins (2-Southeast) Suzie Lusk (1-Southeast)
8/22 Provided Institute material at TCCE fall conference, 9/19 Posted I am an IOM ad topersonal Facebook and Twitter page, 1/30 Provided Institute material at Tennessee stateconference
Greg Fine CC
Bob Foulks BOT, CC 12/6 Provided Institute material at WSAE conference
Bob Goltz Midwest 3/15 Sent out a letter to the FL Chambers, 4/25 Sent another letter to FL Chambers
Kim Guida Northeast2/15 requested marketing materials, and distributed information to attendees at the NationalAuto Dealer Association (NADA) Automotive Trade Assoc. Exec (ATAE) Winter meeting
Danny Hearn BOT Terri Ferraguto (1-Southeast) Lindsay Keisler (4-Southeast)
Laurie Silvey(1-Midwest); DesireeBennyhoff(1-Midwest); Matt Duffy(1-Midwest)
11/12 Provided Institute material and spoke about the program at IACCE, 12/10 Sent a messageto all Midwest Institute first through third-year attendees, 12/17 Sent follow-up email aboutInstitute and IOM All-Stars to IACCE fall conference attendees, 1/11 Sent registration email toIllinois Chamber executives, 2/15 Reached out to unregistered previous attendees and sentemails to perspective attendees, 2/27 Composed and co-signed an email promoting Institute,scholarships, and PIF to be distributed to IACCE’s membership list; Ongoing: Sent welcomeletters to new execs with Institute information; coordinated PIF; posts to social media groupsabout deadlines, etc.
Reggie Henry CC Chelsea Killam (3-Winter)
Rene Hipple Midwest Abbey Nagle-Kuch (1-Midwest) Kristin Glass (3-Winter)2/27 Composed and co-signed an email promoting Institute, scholarships, and PIF to bedistributed to IACCE’s membership list
Chris Hogan Northeast, BOT Dan Felton (1-Southeast)
Dennis Carpenter (2-Winter); DennisCarpenter (3-Southeast); DennisCarpenter (4-Northeast)
2013 Volunteer Action Grid
First Name Last Name Location First-Years Recruited from Same OrganizationReturning Students from Same
3/6 Sent scholarship notice, 3/7 Sent letter to BOD, 3/13 Made personal calls (throughMarch/April), 3/27 Sent scholarship reminder, Spring Sent email to graduating classes
Beth Johnston BOT Sarah Pearson (1-Southeast)Mary Noble(1-Winter)
9/18 Provided Institute material at FCCE fall conference, 3/15 Sent out a letter to the FLChambers, 4/25 Sent another letter to FL Chambers
Heather Keith West Andy Black (4-Winter)
Nick Kieffer Winter10/20 Provided Institute material at Indiana fall conference, 2/14 Spoke and provided Institutematerials for ICEA
Lisa Krueger Winter
9/20 Sent scholarship email to Arizona Chamber Executives distribution list, 9/25 OrganizedIOM Alumni Network spotlight during ACE's fall conference opening night reception anddinner
Angelle LaBorde Southeast
Brad Lacy West
Lindsay Wygal (3-West); Laura Grimes(4-West); Whitney Cummings(2-West); Aaron Throneberry(2-West); Mary Margaret Satterfield(3-West); Bart Shaw (3-Southeast) 12/11 Published I am an IOM ad in Arkansas Chamber of Commerce Executives newsletter
Russell Lahodny West12/11 Added "Wonder what IOM stands for?" in email signature and linked it directly toInstitute website
Jack Lank Winter
11/4 Spoke at and distributed Institute material at NEACCE fall conference, worked on PIF for2013, sent emails out to all of the NEACCE and MACCE members and spoke aboutscholarships
April Sailsbury(1-Winter) 2013 Part of MAKO planning committee, promoted the program at all events
Claire Louder Northeast Kim Wirt (2-Northeast)
11/30 Provided Institute material at MACCE Quarterly Meeting, heavily engaged with MCCE,1/31 Promoted Institute summer registration and scholarships in the MDCCE newsletter, 6/19Provided materials at every (quarterly) state chamber exec’s meeting, served on the MACCEscholarship committee (which provided funding for most of the 2nd year chamber staff fromMaryland to attend) and also promoted Institute at various non-profit events
Kellie Lowery Northeast, CC Elizabeth Crocker (1-Northeast)Jennifer Sullivan (3-Northeast); JenniferJushchuk (2-Northeast)
Megan Lucas Winter, BOT
Ian MacFarlane Northeast
Tim McKee BOT Laura Baldwin (4-Midwest) 2013 Placed IOM ad in Kansas newsletter; 4/29 Spoke about Institute at MAKO
Claudia Meenan Midwest
Bob Mundt BOT 4/15 Included information on the IOM All-Stars expansion in ICCE’s newsletter
Kimberly Nastasi Winter, BOT, CCKelsey Blum (1-Winter); Jenny Levens(1-Southeast) Emily Pickering (4-Southeast) 11/5 Provided Institute material at MSCC fall conference
Gail Ochs West Emily Richardt (1-West)
Mike Paone Midwest
2/15 Spoke about scholarships at annual board meeting and received 10 applications for 2chamber scholarships and 4 for U.S. Chamber scholarship, emailed reminder and offered servicesto convince board of good investment, 2/27 Composed and co-signed an email promotingInstitute, scholarships, and PIF to be distributed to IACCE’s membership list
Stephanie Parton Winter Nichole Favors (1-Winter)Ali Paul (2-Winter); Courtney Kincaid(3-Winter)
First Name Last Name Location First-Years Recruited from Same OrganizationReturning Students from Same
OrganizationFirst-Years Recruited
from Other Organization Actions
Gayle Potter Midwest 2013 Volunteer of MAKO and promoted the program at all events
Jamie Py Northeast Will Beck (1-Northeast)
Jackie Rakers Midwest 9/12 Published I am an IOM ad in ISAE fall newsletter
Norma Ritz Johnson Winter Diana Fabing (1-Midwest) Constance Barbian (2-Winter)
Jeff Sandford West8/13 Spoke at TCCE, had TCCE to update database with IOMs, 3/6 Promoted Institute to 70+executives from 4 states
Susanne Sartelle Southeast, CC, BOTAmanda Nichols (4-Southeast); TrentMcGee (2-Southeast) 12/19 Worked to get scholarship information included in CACCE newsletter
Laura Schoen Carbonneau Midwest Tony Jockheck (3-Midwest)4/30 Sent personal emails to chamber executives from South Dakota who weren’t on the AllStar-list to encourage them to attend
Allen Smith SoutheastDebbie Bateman (1-Southeast); Patty Cornelius(1-Southeast) Mark Owens (4-Southeast)
Ed Stolmaker Winter
Carrie Stuart Northeast
5/23 Included items in registration bags at PACP fall conference, 5/23 Included information ineach of their electronic newsletters, 5/23 Mentioned IOM and deadlines during board calls,Worked on mentioning IOM at Chamber Day luncheon on Capital Hill in June
8/22 Provided Michigan Chamber event dates and provided Institute material at these events,reached out to Ontario CCE for PIF, 2/28 Distributed water bottles and planners at MACPNew Executive Orientation (27 new chamber staff), 3/6 Sent scholarship notice, 3/7 Sent letterto BOD, 3/13 Made personal calls (through March/April), 3/26 Promoted IOM at MSAEExecutive Circle for association executives, 3/27 Sent scholarship reminder, 4/17 Conductedboard training with Tanya Markos, Southfield Chamber, to support IOM attendance, 5/12 Spokeat Chamber Executives of Ontario to promote IOM (Rory Ring, President, Sarnia-LambtonChamber is a Tucson candidate), Spring Sent email to graduating classes
Marnie Uhl Winter
Tony Vedda West 8/6 Provided Institute material at NGLCC annual conference
Marianne Virgili BOT, West Joan Bates (3-West) Tish Shade (1-West)
1/1 Wrote article for ACCE's Chamber Executive magazine about Institute, 1/14 Provided facultyscholarship and encouraged participation in Graduate Elective Program, 1/17 Sent registrationand scholarship email to professional contacts, Managed PIF for Colorado, 3/3 Institutepublication made CSAE Newsletter, 3/11 Added link directly to Institute website through theIOM in email signature, 5/8 Arranged for Institute sponsorship and auction donation at CSAEconference
Chris Wallace NortheastSara Dedeluk(1-Midwest)
8/13 Spoke at TCCE, had TCCE update database with IOMs, Included IOM ad in TCCEquarterly newsletter, 8/16 Promoted Institute throgh TCCE newsletter 8/23 Distributed 75water bottles and planner for Chamber Basics Conference at TCCE
