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Terry Dean’s Advisory Council

Hopkins Board RoomJanuary 7, 2011

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Agenda1. Welcome/TDAC changes (Griffin)2. Campaign Cabinet Report (Young)3. Tull School of Accounting Student Report4. Break5. College Report (Sumichrast)6. Corporate Engagement Task Force (Boyd/Stelling)7. Terry Alumni Board Report (McMullan)8. Young Alumni Report (Callaway)9. Closing/Schedule (Griffin)

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Building TerryCampaign Cabinet

Mary Virginia Terry, Honorary ChairBill Young, Chair

Dan Amos Darren DeVore Jim Blanchard Taylor Glover Richard Courts, II

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Goals

Business Learning Community

$70M

Endowment for Faculty Support $10M

Endowment for Academic Programs* $10M

TOTAL $90M*Includes Annual Fund

Building Terry Campaign

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Campaign Cabinet Role

• Participate• Influence• Advocate• Partner• Identify and Solicit• Represent

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Stanford University Medical Center

Campaign Activities 2007-2008 2008-2009 2009-2010 2010-2011

1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4

Breakdown of Fiscal Quarters Public Phase

1) Campaign collaterals: - Case Statement - Project brochures

2) Specialized materials: - Capital and Endowment opportunities - Stewardship announcements - Press releases

3) Campaign Website and Newsletter to College constituencies

4) Honor rolls

5) Campaign donor reports

Target date to begin construction

Q1 = July - SeptemberQ2 = October - DecemberQ3 = January - MarchQ4 = April - June

Planning Phase

1) Strategic Plan document

2) Campaign priorities and objectives

3) Initial campaign prospectus

Celebrate campaign closure

Quiet Phase

Solicit principal and leadership gifts

1) Insider's case - key campaign messages

2) Q&A document for campaign leaders

3) Gift configuration strategies

4) Tailored principal and leadership gift proposals

5) Insider's newsletters for campaign leaders and top prospects

Recruit expanded National Campaign Committee

Recruit Campaign Cabinet leadership

Announce campaign to the public

Solicit all levels of gifts

Architect's preliminary renderings delivered

First National Campaign Committee Meeting

First Campaign Cabinet Meeting

Identify campaign priorities

2011-2012 2012-2013

Planning Phase

Terry College of Business

Preliminary Campaign Timeline

Typical Publication/Communications Strategy by Campaign Phase:

Quiet Phase

2013-2014

Public Phase

Quarter

UGA President's endorsement

Conduct strategic planning

Conduct campaign feasibility study & establish working campaign goal

Timeline

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Campaign “Quiet” PhaseTargeted timeframe: July 2008 through

Campaign Announcement Fall 2012

• Focus on principal and leadership gifts• Achieve “silent phase” goals prior to public

launch• Complete campaign communications plan

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Campaign Public Phase Targeted timeframe: Fall 2012 through June 2014

• Complete principal and leadership gift solicitations

• Hold Public announcement event• Focus on $100,000+ major gift solicitations• Sustain annual giving activities in the

campaign completion phase

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Potential Leadership Gift Donors

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J.M. Tull School of AccountingBen Ayers, Director

• Wes Worth, BBA/MAcc• Emily McGee, BBA/MAcc

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J.M. Tull School of AccountingWes Worth, BBA/MAcc

• Brief background• The long road here• My experience at Terry• What Terry has done for me• The future

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J.M. Tull School of AccountingEmily McGee, BBA/MAcc

• Faculty and Staff Interaction– Maintain a highly reputable program– Invest in students

• Academic Experience– High standards – Important and in-depth information

• Professional Preparation – Emphasis on professionalism– Opportunities to interact with professionals

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Break

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College Report

Robert T. Sumichrast

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Hiring Professors

• Hired for Fall 2012John Haleblian MGMT Associate

Southern Calif.Jason Colquitt MGMT Wilson Chair

Michigan StateJohn Hulland MARK Arnold

Professorship MITSundar Bharadwaj MARK Coca Cola ChairEmoryJames Carson RMIN Amos ProfessorshipUGA

• Recruiting 6 additional positions• Expect 3 retirements

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Rankings(Since Fall TDAC)

• Financial Times (EMBA)– Ranked 23 in USA– Starting salary 18th in USA– Increase in salary 13th in USA (47% increase)

• Business Week (MBA)– Ranked 36 in USA– Corporate recruiters rank 10 in USA

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Budget News

Bad News• Endowment spending• UGA state funding• Substantial oversight

Good News• No new Terry cut• EMBA profitable• Exec Ed profitable• Fund raising

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Financial Strategy• Largest cost increases

– Additional faculty– Business Learning Community

• Planned new funds– UGA– MBA Programs (EMBA, etc.)– Executive education (non-credit)– Donations

• Potential new funds– Undergraduate fee– On-line BBA

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Web Redesign

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Corporate Engagement Task Force

Susan Boyd, Co-ChairKessel Stelling, Co-Chair

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Identifying Employers• Important characteristics

– Can influence hiring– Can are likely to help

• Identifying individuals– TDAC– Other formal Terry Boards– Connections made by TDAC and Board members– Electronic identification

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Corporate Engagement Task Force Survey Summary

I. Hiring needs• Internships• Full-time hires

II. Consulting Project SponsorshipIII. Student EngagementIV. Talent DevelopmentV. Contacts in other organizations

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Why Hire Terry?

• Develop Value Proposition for Hiring Companies– Accenture case study from fall 2010 TDAC– Other testimonials– Develop top 5 “differentiators” about Terry grads

• Will have brochures in spring

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Make it easy

• Provide personal service to companies• Step-by-step process

– Develop generic process from successful examples– Customize for individual companies

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Bank of America• Typically hires 2-4 Terry MBAs /year for

Corporate Workplace Senior Analyst • Recently hired 2 BBAs• Conducts information session in September• Conducts on-campus interviews in October• Sends alumni to represent company:

– MBA Fall Networking Night– Panelists for MBA student programming

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Bank of America• Conducts on-campus interviews for MBA

interns in January. Internship is not the only path to full time position although many internships convert into full time positions.

• Has had much success with employee retention in the Corporate Workplace division through active engagement with students on campus.

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The Home Depot• Typically hires 1-2MBAs / year• Recently hired 6 BBAs and 1 intern• Conducts an information session in September• Conducts on-campus interviews in October• Participates in either MBA Networking Nights

or sends recruiters or alumni to participate in new MBA student orientation activities

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The Home Depot• Hires MBAs for the Assurance & Advisory

Management Program.• New hires complete a two-year rotational

program through three-month rotations in various business units. For example: finance, operations, merchandising, and IT.

• New hire is placed in a business unit after completion of the program.

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Test Companies

• LPS (Griffin)

• Wells Fargo (Courts)

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Alumni Board Update

Ted McMullan

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First Terry Professional Women’s Conference• November 5, 2010 -- Georgia Center, Athens• 200 attendees -- sold out event• Involved many new alumni and energized the group• Netted over $10K for the College

Regional Networks• Dean’s Goal of National Prominence• Events in seven cities: Charlotte, Jacksonville, Savannah,

New York, Nashville, Chicago, and DC• Bulldogs in Business Concept to create bigger audience

Mid-Year Update

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2011 Alumni Awards & Gala

InterContinental Hotel Buckhead, AtlantaSaturday, April 16, 2011

6:00 p.m. – The Pinnacle Society and The Dean’s Circle of Giving Reception7:00 p.m. – Cocktails and Silent Auction8:00 p.m. – Dinner, Award Presentations and Live Auction Chuck Dowdle confirmed as MC

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2011 Goals• Recognize Award Recipients

– Bill Douglas– Andy Ghertner– Mai-Lise Nguyen

• Reconnect with Terry• Raise Money - net $250,000

– Corporate Sponsorship - $250,000– Live Auction - $75,000– Silent Auction - $60,000

• Since its inception, the Gala has raised over $1 M towards Terry facilities.

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Young Alumni Board Update

T.J. Callaway

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New Initiatives• Second Century Club

– New giving society encourages young alumni to give at least $250 annually to the Terry Annual Fund

– 600% increase in giving by young alumni over the last three years due to YAB involvement

0

200

400

600

FY '07 FY '08 FY '09

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New Initiatives (cont.)

• Mentor Program– Pairs current undergraduate students with young alumni

working in the field of interest, city or company– Launched Fall 2010, 70 students and alumni participating– Mid-point evaluation survey to be sent next week

• Internship Initiative– Board members reaching out to their companies and peers

to encourage hiring Terry student interns– Process in place for employers to easily post internships,

review resumes and interview candidates for positions– Goal: 30 new internships?

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TDAC and Terry Schedule• April 15, 2011, Atlanta

– Terry Alumni Awards and Gala, April 16

• Fall 2011, Athens– Elections– Emeritus members