Chapter Sunday, Officer June 3 rd Workshop #IASA2018
Chapter Officer Workshop Agenda Lincoln D/E 8:00 Breakfast 9:00 Welcome & Introductions VP Chapter Advisory – Ann Wiesler & Allan Leonard President – Celeska Fredianelli Executive Director – Joe Pomilia Executive Vice President – Rod Travers Attendees 9:20 Chapter Officer Volunteer Excellence Award Ann Wiesler 9:30 IASA Store Steve Stone 9:40 e-Learning Jess Lasher 9:50 IASA National Support of Chapters Gina Jolly & Angie Gurganus #IASA2018 2
Chapter Officer Workshop Agenda Lincoln D/E 10:00 IASA National Support of Chapters Joe Pomilia & Rod Travers Model Chapter By-Laws Project Member vs. Nonmember pricing for Chapter Events 10:10 Break 10:20 Open Discussion IT Track for chapter meetings and regional conferences Increasing Attendance 11:50 Wrap-up Ann Wiesler 12:00 Meeting adjourned – Have a great conference! #IASA2018 3
Welcome & Introductions IASA VP Chapter Advisory – Ann Wiesler & Allan Leonard IASA President – Celeska Fredianelli IASA Executive Director – Joe Pomilia IASA Executive Vice President – Rod Travers #IASA2018 4
Welcome & Introductions Attendees Introductions Name Company Chapter & Role What would you do for a career if money were no object? or What is your passion in life? #IASA2018 5
Chapter Officer Volunteer Excellence Award Nominees Nominees Aaron Cooper Show-Me Brian Shanahan Indiana Chad Stein Land O Lakes Cheri Schmidt Northern California Chris Chandler Sunshine Dennis Loveridge Central Illinois Gemma Halpin-Koch Sunshine Heather Taylor-Wagnon Texas Jeff Mleziva Metro NY/NJ Jerry Ravi Metro NY/NJ #IASA2018 6
Chapter Officer Volunteer Excellence Award Nominees Nominees Kelly Lutinksi Rocky Mountain Kit Kovacs Indiana Lane Miller Carolinas Mike Graham Mid-South Natalie Schoolcraft Ohio Patty Wambrodt Show-Me Rachel Perlmutter Sunshine Rod Van Genderen Midwest Sheila Hudson Mid-South Stephen Nikander Southern California #IASA2018 7
Volunteer Excellence Award Nominees Aaron Cooper (Show-Me Chapter) Aaron has done an outstanding job leading the initiative to expand the area of coverage for the Chapter. Re-naming the St. Louis Chapter to the Show Me Chapter to include the central part of the state will pull in a significant amount of carriers and should strengthen the chapter as a whole. Aaron has made this happen while still planning both the Show Me Chapter and Central States Regional Chapter meetings. His positive attitude and leadership skills has proven to be a big part of keeping everyone engaged and on track as we work towards holding our summer and fall meetings. #IASA2018 8
Volunteer Excellence Award Nominees Brian Shanahan (Indiana Chapter) Brian has done an excellent job as President of the Indiana Chapter. The Indiana Chapter has increased its membership and interest over the last 3 years when the chapter had been dying off. Local meetings are held at a Company location and thus there are no meeting space costs allowing the chapter to pass down a decrease in cost to attend the meetings and additional interest in reviving the chapter. Brian is always enthusiastic and willing to give it his all in volunteering for IASA. #IASA2018 9
Volunteer Excellence Award Nominees Chad Stein (Land O Lakes Chapter) Chad is currently the President of the Land O Lakes Chapter. He has notably improved the process for which we plan and implement events for the Land O Lakes chapter. For example, he sends out an agenda prior to chapter planning conference calls and sends out an email after the calls to summarize what was discussed and identify responsibilities. This has enhanced accountability for the officers and the program committee members who plan chapter events. He has also been an active participant on the quarterly chapter officer conference calls by sharing the chapter's experience and inquiring about what other chapters do. During his term as president, he set goals to enhance social media presence and transfer the banking relationship from the chapter to National. Both of these goals have been attained and will provide the chapter the opportunity to increase attendance and enhance efficiencies. Chad has utilized his collaboration skills by tapping into the chapter's past president's experiences and encouraging new ideas from new board members and program committee members. With Chad's contributions, the Land O Lakes Chapter has become more efficient and more inclusive. #IASA2018 10
Volunteer Excellence Award Nominees Cheri Schmidt (Northern California Chapter) Cheri has been member of the Northern California chapter board for several years. Cheri is always a contributor in board meetings. She is extremely dedicated and always enthusiastic. She has been one of the driving forces, each of the last couple of years in helping the Northern and Southern California chapters put on a successful regional event. This past December 2017, the regional realized attendance of about 130 with a well reviewed panel of presenters. Cheri took on the thankless task of coordinating speaker presentations, chasing and collecting speaker slides and bios. She also was responsible for coordinating the preparation and printing of programs which included session materials and information on all the vendors, speakers, and sponsors. #IASA2018 11
Volunteer Excellence Award Nominees Chris Chandler (Sunshine Chapter) Chris worked really hard to put on a great program for our first Florida regional event. He found great speakers for all sessions and put on a program that was FL specific and everyone loved the content. He was able to take on more and really lead his committee even when changes happened. He was great to work with! #IASA2018 12
Volunteer Excellence Award Nominees Dennis Loveridge (Central IL Chapter) Dennis didn’t always play it safe. He swung for the fences. Since the prior year’s Conference had a great panel discussion of high-level executives, Dennis thought that having TWO panel discussions of high-level executives would be even greater! (quite frankly, corralling that many high-level executives and keeping them on the same page was a bit like herding cats, but Dennis was on it!) He was always appreciative of the hard work put in by so many others. Dennis shared all the glory and yet accepted responsibility for anything that was less than expected. #IASA2018 13
Volunteer Excellence Award Nominees Gemma Halpin-Koch (Sunshine Chapter) Gemma did a great job taking on a committee chair role for our first Florida regional event with no prior experience. She had a positive attitude and helped out where ever needed. We were able to fill up our exhibitor and sponsorships well in advance of the meeting. Excited to be workig with her again this year. #IASA2018 14
Volunteer Excellence Award Nominees Heather Taylor-Wagnon (Texas Chapter) Heather is a Past President having served last year as President of the Texas Chapter and a current board member. I view Heather as my mentor helping me advance through the chapter. Heather is an outstanding leader keeping our Chapter on track and working with all Board members to produce the highest quality conferences we can produce. She has an excellent working knowledge of the various chapter functions and was a guide and mentor to me and still is in helping me progress. Heather is patient and knows how to get the job done and keep a meeting on subject and moving to conclusion. A quality individual dedicated to the success of the IASA Texas Chapter. #IASA2018 15
Volunteer Excellence Award Nominees Jeff Mleziva (Metro NY/NJ Chapter) Jeff only recently started with the Metro NY/NJ Chapter in the past six months. Immediately, he showed interest in being a very active part of the chapter. While only a Board Member at Large, Jeff wanted to take the lead on setting up a new venue for our upcoming golf outing and seminar. The idea was floated to hold the event at Top Golf, a golf entertainment center, rather than a traditional golf course. He jumped into action and contacted the venue to get pricing and logistics. Within days, Jeff presented to the rest of the Board a good idea of how the event would work at the location and what the prices would be. He's been very responsive to getting answers to the questions about the event and ultimately got the contract finalized and signed quickly. Without Jeff's efforts, we would have never gotten this new idea off the ground so quickly, if at all. It's obvious after such a short time that Jeff's spirit and volunteerism is the type that's needed to take our chapter to the next level. I'm looking forward to continuing to work with him and to see what other new ideas he'll help to launch! #IASA2018 16
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