June 6, 2016 Annual Meeting Shalom! We are glad you are here. - PowerPoint PPT Presentation

June 6, 2016 Annual Meeting Shalom! We are glad you are here.

Thank you! • Rabbi Judy • Steve Rosenauer • Rabbi Jonathan • Denise Troutman • Cantor Bernard • Pam Linker • Cantor Mary • Sue Hummel • Debora Gluick • Candace Naliboff • Julie Dalli • Dee Kridel • Susan Jacobs • Jered Mond • Tracey Lederer • Patty Torcellini

2015-16 Highlights • Work Processes • Facility Repairs • Communications • Relationships • Community of Leaders • Global Day of Jewish Learning • Transition

2015-16 Year in Review

Financial Highlights • Construction loan debt • Sacred Gifts (annual under 100 K membership pledge) 117 K below budget • Expense savings due to • Increased dependence contract changes 20 K on funds & endowment • Religious School ahead income of budget despite declining enrollment • Two new endowments

Sacred Gifts Distribution by Age 4% 6% 12% 25% > 30 30-39 40-49 50-59 60-69 25% 70-79 80+ 28%

Sustainers Distribution by Age 0% 3% 3% 8% 24% > 30 30-39 40-49 26% 50-59 60-69 70-79 80+ 36%

2016-17 Budget Evan Wilkoff & Brett Frankenberg

2015-16 Board of Directors • • Jack Levinson, President Deidre Grubb, 2-year term • • Ginny Rosenberg, First VP Marla Emery, 2-year term • • Howard Seidler, VP Administration Don Liss, 2-year term • • Ken Katz, VP Education Avie Goodman, 1-year term • • Ben Benson, VP Planning James Bryan, 1-year term • • Evan Wilkoff, VP Finance Milt Poler, 1-year term • • Brett Frankenberg, Treasurer Brian Yesowitch, 1-year term • • Karen Greenblatt, Recording Secretary Lisa Garfinkle, 1-year term • • Rick Glaser, Immediate Past President Doug Benson, Brotherhood • • Barb Ziegler, Presidential Appointee Lee Bierer, Sisterhood • • A-J Sechrist, Presidential Appointee Caren Hill, Sisterhood • • Linda Lepow, 3-year term Michael Norman, S.P.I.C.E. • • Mark Rosen, 3-year term Sera Callif, S.P.I.C.E. • • Ed Schlessinger, 3-year term Natalie Schlesinger, LIBERTY • • Annie Lord, 3-year term Shirley Fytelson, Honorary Lifetime

Thank you, Jack!

2016-17 Board of Directors • • Ginny Rosenberg, President Phyllis Berlin, 2-year term • • Evan Wilkoff, First VP Linda Lepow, 2-year term • • Howard Seidler, VP Administration Annie Lord, 2-year term • • Ken Katz, VP Education Shannon Alpert, 2-year term • • Ben Benson, VP Planning Deidre Grubb, 1-year term • • Mark Rosen, VP Finance Marla Emery, 1-year term • • Brett Frankenberg, Treasurer Don Liss, 1-year term • • Karen Greenblatt, Recording Secretary Cyndee Patterson, 1-year term • • Jack Levinson, Immediate Past President Doug Benson, Brotherhood • • Rick Glaser, Legal Counsel Lee Bierer, Sisterhood • • Barb Ziegler, Presidential Appointee Caren Hill, Sisterhood • • Stephen Philipson, Presidential Appointee Michael Norman, S.P.I.C.E. • • James Bryan, 3-year term Sera Callif, S.P.I.C.E. • • Lisa Garfinkle, 3-year term C.J. Torcellini, LIBERTY • • Avie Goodman, 3-year term Shirley Fytelson, Honorary Lifetime • Stephen Phillips, 3-year term

TRANSITION TEAM UPDATE

TBE Community Temple Beth El is a welcoming and spiritual Reform congregation, providing opportunities for all those who wish to engage in Jewish life through prayer, study, and social action, while supporting each other in times of joy and sorrow.

Transition Process • Saying goodbye and thank you to our beloved clergy • Welcoming our new clergy, building relationships, rapport and trust • Capitalizing on momentum from the search process • Engaging our Community of Leaders to introduce new clergy to Temple Beth El life • Helping TBE staff adjust to new leadership and changes • Answering congregants’ questions and making everyone comfortable during the process • Envisioning the future together

Transition Team • Howard Seidler, chair • Ivy Berman • Mickey Gold • Karen Greenblatt • Jack Levinson • Eliza Lieberman • Frances Liss • Ginny Rosenberg • Laura Bernstein, ex-officio Contact us at tbetransition@templebethel.org

What about my Will Shabbat What role child’s bar services feel the Who will will Rabbi mitzvah? The new same as they do speak at Judy play as Rabbis won’t know today? the SPICE Rabbi him! meetings? Emerita? Who will lead What are the adult the new Will Rabbi Knight education Rabbis’ have the same programs? priorities? responsibilities as Rabbi Judy? Rabbi Klass as Rabbi Will TBE still be a Jonathan? prominent force in What are the the Charlotte opportunities for community? me to get to Can Rabbi Judy still Will youth know the new officiate at my programs be Rabbis? daughter’s emphasized? wedding?

Introducing Rabbi Asher Knight • Associate Rabbi from Temple Emanu-El in Dallas • Ordained in 2007 from Hebrew Union College Jewish Institute of Religion • Holds a BA in International Relations from the University of Denver • Spouse Ana Bonnheim, children Micah (4) and Jonas (9 months) • Hometown: Denver, Colorado

Introducing Rabbi Dusty Klass • Ordained (May 2016) at the Los Angeles campus of the Hebrew Union College Jewish Institute of Religion • Rabbinic Intern at Congregation Or Ami in Calabasas • Received Masters of Arts Degree in Jewish Educational Leadership and Masters of Hebrew Letters • Hometown: Seattle, Washington • Rode bicycle from Washington to Boston

Transition Timeline • April/May – Farewell Celebration/Emerita Honor for Rabbi Judy – Torah Toast and Roast for Rabbi Jonathan – Search process for Director of Youth Engagement • June – June 10: Rabbi Judy’s last Shabbat (Confirmation) – June 13: Wine & Cheese Social – June 17: Rabbi Jonathan’s last Shabbat – Cantor Bernard “holds down the fort” with assistance from Rabbi Kaplan, Rabbi Powers, TBE staff and lay leaders

Transition Timeline • July/August/September – July 1: Rabbis Knight and Klass officially begin – July 1: Congregational “Southern Hospitality” BBQ – August 5: Congregational Cookout – Settling in Charlotte and new home – Getting to know the TBE staff, board members, community leaders, and our TBE congregants – “Meet and Greet” opportunities at Shabbat prenegs/onegs – Open office hours to meet Rabbi Knight and Rabbi Klass – Labor Day weekend at Wildacres – Religious school begins

Transition Timeline • October/November/December (and beyond!) – High Holy Days – “Meet and Greet” opportunities at prenegs and onegs – Open office hours to meet Rabbi Knight and Rabbi Klass one-on-one – Chanukah events – December 9: Rabbi Knight’s Installation Service – February 10: Rabbi Klass’ Installation Service – Many “firsts” with our new clergy – an entire year of Jewish holidays, classes, and signature events such as the Comparative Religion Series and Mitzvah Day

We’re Listening New email for your comments and questions: tbetransition@templebethel.org

ENDOWMENT UPDATE

Strength to Strength • From a place of strength --- – We have always had strong clergy and staff – Congregation is strong – We have beautiful facilities – We are committed to the future • We are pushing into our Vision Statement “We aspire to provide a dynamic center for Jewish religious, cultural and educational life in Charlotte .”

Building on our Past We Move to the Future • Building on our strengths – A strong board and new President – Strong Community of Leaders – Over 1100 families strong — the backbone of our strength – Our beautiful facility • Entering the next period of new and renewed Strength

Building Strength for the Future • The new clergy with strong connections to each of us as congregants will begin to move us to a strong and sustainable future • Part of the vision is to always be able to – Have the best clergy and staff – And to continue to maintain our beautiful home

Strength To Strength • Original Building Campaign was to include additional endowment • Now is the time to raise an additional $2 million

Why Now? • To allow ourselves the ability to continue to have strong clergy and staff leadership • To continue to meet our obligation to always have a well maintained Temple facility • To provide more diversification of our revenue stream – provides some room for the fluctuations that can occur in our annual Sacred Gifts commitments • And, “If not now, when?”

How we will succeed • By having 100% participation • By having many of you volunteer to help and be part of the team • By having a 3 year payout period • Lay leadership leading the campaign (Annie Lord and I) Most importantly is having each of you with us in this endeavor. AND the important role each of us must play in supporting this reform congregation, in this place, at this time.

Begin With the End In Mind! • So we have asked each board member to make a commitment and we have 100% participation!!!!! • We have asked a small number of donors who already have said “yes”! WE ALREADY HAVE $300,000 COMMITTED!!!!!

NEW PRESIDENT REMARKS

Dessert Reception Hosted by TBE Green