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Affiliate Leader Orientation

Affiliate Leader Orientation. Kate Weaver & John Robinson. Affiliate Goals. Two Types of Activities. Networking/professional development for affiliate members Strengthen affiliate cohesiveness and increase participation Enhance job performance

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Affiliate Leader Orientation

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  1. Affiliate Leader Orientation Kate Weaver & John Robinson

  2. Affiliate Goals

  3. Two Types of Activities • Networking/professional development for affiliate members • Strengthen affiliate cohesiveness and increase participation • Enhance job performance • Recommend at least one event per year for members and their families • Outreach: spreading the word about the actuarial profession • For clients • Engage at least one high school OR one college on a sustained, multi-year basis • HS Strategy • College Strategy?

  4. Affiliate Leadership Responsibilities

  5. Leadership Responsibilities • At the start of each year, form a planning committee and set an agenda for the coming year with • Events – focus on quality over quantity; • Dates - will require consultation with members, HS, college • Estimated cost, for budget purposes • Keep in touch with your members with interim meetings • Every meeting must have a clear purpose (agenda) and value for members. • Understand your members’ needs • Recommendation: have a 1-on-1 with every member over the course of a year

  6. Leadership Responsibilities • Be aware of your affiliate’s “bandwidth” • Execute your plan • Affiliate leaders in the host city for the Annual Meeting will have added responsibilities • Site selection • Keynote speaker selection • Outreach sessions • Attend monthly Affiliate Leadership call • Keep in touch with John regularly: 860.263.0427 (h) 518.464.3949 (w)

  7. Leadership Retreat

  8. Leadership Retreat – Boston, 11/13 • All leaders and co-leaders will be invited • Session for affiliate leads and co-leads only • Please contribute your ideas for an agenda

  9. IABA Scorecard

  10. IABA Organization Chart

  11. IABA Org. Chart President Vice President Treasurer Bd 1 Bd 2 Bd 3 Bd 4 Bd 5 Bd 6 Asst. Treas. Finance Committee HR Committee Education Committee Leader Affiliates Annual Meeting Committee Member-ship Committee Mentoring Committee Corporate Advisory Council Secretary Mentoring Leader Mem. 1 Mem. 2 Mem. 3 Membership Committee Leader Newsletter Committee Leader Technology Committee Leader Mentoring Co-Leader Mem. 1 Mem. 2 Mem. 3 Vol. 1 Vol. 2 Vol. 3 Vol. 4 Vol. 5 Mem. 1 Mem. 2 Mem. 3 Mem. 1 Mem. 2 Mem. 3 Vol. 6 Vol. 7 Vol. 8 Vol. 9 Vol. 10 Vol. 11 Vol. 12 Vol. 13 Vol. 14 Vol. 15 Vol. 16 Vol. 17 Vol. 18 Vol. 19 Vol. 20 Mem. 1 Mem. 2 Mem. 3 Mem. 4 Mem. 5 Mem. 6 Mem. 7 Mem. 8 Mem. 9 Boston Leader ChicagoLeader Seattle Leader VA Leader NY/NJ Leader Ohio Leader Del. Val. Leader DC Leader AtlantaLeader Hartford Leader NC Leader Tampa Leader Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead

  12. IABA Affiliate Org. Chart President Vice President Treasurer Bd 1 Bd 2 Bd 3 Bd 4 Bd 5 Bd 6 John Robinson Monique Hacker Jamala Murray Linda Shepherd Ollie Sherman Ache Boamah Sharon Robinson Stafford Thompson Jeff Johnson Affiliates John Robinson Boston Leader ChicagoLeader Seattle Leader VA Leader NY/NJ Leader Ohio Leader Del. Val. Leader DC Leader AtlantaLeader Hartford Leader NC Leader Tampa Leader Mawunyo Adanu Jarrett Cabell Ain Milner Adrian Cox Charmaine Peart Ache Boamah Erica Wilson Kezia Charles Simone Beauford Adeniyi Olaiya TylerLester Monique Hacker Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead Co-lead ?? Joe Andorful ?? KalimahVereen James Jones ?? Kelli Jones NonaMramba TenesiaMcGruder Melissa Strother ?? ??

  13. IABA Partial Org. Chart President Vice President Treasurer Bd 1 Bd 2 Bd 3 Bd 4 Bd 5 Bd 6 John Robinson Monique Hacker Jamala Murray Linda Shepherd Ollie Sherman Ache Boamah Sharon Robinson Stafford Thompson Jeff Johnson Asst. Treas. Finance Committee HR Committee Education Committee Leader Member-ship Committee Corporate Advisory Council AdrianCox NicassiaWilliams Mem. 1 Mem. 2 Mem. 3 Secretary Membership Committee Leader Gerik Whittington Michelle Thompson Kate Weaver Diana Nichols Kelli Jones Newsletter Committee Leader Technology Committee Leader Mem. 1 Mem. 2 Mem. 3 Suzanne Scott Susan Kariuki Khadine Adams Ernest Ofori Dodzi Attimu Mem. 1 Mem. 2 Mem. 3 Mem. 1 Mem. 2 Mem. 3 OlayinkaRufai Kamal Harris ?? Chisomo Sakala Joan Kibaara Joseph Kablan

  14. IABA Mentoring Committee Org. Chart President Vice President Treasurer Bd 1 Bd 2 Bd 3 Bd 4 Bd 5 Bd 6 John Robinson Monique Hacker Jamala Murray Linda Shepherd Ollie Sherman Ache Boamah Sharon Robinson Stafford Thompson Jeff Johnson Mentoring Committee Mentoring Leader Kevin Blackman Mentoring Co-Leader Lucretia Hydell Vol. 1 Vol. 2 Vol. 3 Vol. 4 Vol. 5 Vol. 6 Vol. 7 Vol. 8 Vol. 9 Vol. 10 Vol. 11 Vol. 12 Vol. 13 Vol. 14 Vol. 15 Vol. 16 Vol. 17 Vol. 18 Vol. 19 Vol. 20 Jason Morancie Omari Morrison Olayinka Rufai Kezia Charles Gerik Whittington Khadine Adams Damon Siler Dodzi Attimu Ache Boamah Ernest Ntim Ofori Suzanne Scott James Jones Linda Shepherd Erica Wilson Joan Kibaara John Robinson Ain Milner Toyia Mills Choya Everett Gerard Sims Adrian Cox Jamala Murray Doug French Brian Montigney Tyler Lester Colin Ramsey Monique Hacker Mustafa Dinani Art Randolph

  15. IABA Annual Meeting Committee Org. Chart President Vice President Treasurer Bd 1 Bd 2 Bd 3 Bd 4 Bd 5 Bd 6 John Robinson Monique Hacker Jamala Murray Linda Shepherd Ollie Sherman Ache Boamah Sharon Robinson Stafford Thompson Jeff Johnson Annual Meeting Committee Monique Hacker Mem. 1 Mem. 2 Mem. 3 Mem. 4 Mem. 5 Mem. 6 Mem. 7 Mem. 8 Mem. 9 Jamala Murray Adrian Cox Michelle Thompson Dodzi Attimu Khadine Adams Charmaine Peart Kate Weaver ?? ??

  16. IABA Foundation Org. Chart Foundation President Foundation Vice President Treasurer Bd 1 Bd 2 Bd 3 Bd 4 Bd 5 Bd 6 Finance & HR Committee Fund Dev. Committee Corp. Solicitation Committee Scholarship Committee Mem. 1 Mem. 2 Bd. 1 Bd. 2 CAC 1 CAC 2 Mem. 1 Mem. 2 Mem. 1 Mem. 2 Mem. 3 Mem. 4 Mem. 5

  17. IABA Foundation Org. Chart Foundation President Foundation Vice President Treasurer Bd 1 Bd 2 Bd 3 Bd 4 Bd 5 Bd 6 Nana Prempeh Monique Hacker Jamala Murray Linda Shepherd Ollie Sherman Sharon Robinson Stafford Thompson Jeff Johnson Ache Boamah Finance & HR Committee Fund Dev. Committee Corp. Solicitation Committee Nana Prempeh Nana Prempeh Scholarship Committee Veronica Fontama Mem. 1 Mem. 2 Nicassia Williams Khadine Adams Bd. 1 Bd. 2 CAC 1 CAC 2 Mem. 1 Mem. 2 Stafford Thompson Jeff Johnson Doug French Anne Crumlish Joseph Kablan KateWeaver Mem. 1 Mem. 2 Mem. 3 Mem. 4 Mem. 5 Sharon Robinson Jeff Johnson John Robinson Kate Weaver Kamal Harris

  18. High School Strategy

  19. Our High School Strategy Vision • “Increase the number of black actuaries by building awareness of the actuarial profession among black students and their influencers.”

  20. Our Three Strategies • Develop and maintain relationships with targeted high school level students and influencers • Leverage organizations that support our vision • Develop engagement and delivery methods that match resources available

  21. Strategy 1: Develop and maintain relationships with targeted high school level students and influencers • Develop and execute a strong plan to identify target schools • SAT scores, diversity stats, etc. • Identify and engage key influencers in target schools (3 year plan) • Develop sample engagement strategies for schools (teachers), parents, student, graduates • Review/evaluate annual success and revise list accordingly • Expand activities across schools and new schools

  22. Strategy 2: Leverage organizations that support our vision • Local affiliates to contact certain organizations that have a black focus • Ex. Jack & Jill, Inroads, Gems, Links, MESA, Black Achieves • Book IABA into University outreach programs (minority outreach programs) • Hook up with Universities that may not have outreach programs – work with IABA to foster • Membership listing – contact college student members to get names of high school math teachers

  23. Strategy 2: Leverage organizations that support our vision (continued) • Target organizations that offer math competitions • Contact organizations composed of high school math teachers • Pick affiliate to host IABA math event • Contact PSAT, identify high school students early in their career that may have math aptitude • ACT scores – purchase mailing list of minority students achieving X • Actuarial foundation

  24. Strategy 3: Develop engagement and delivery methods that match resources available • Use of media to reach broader audience • give volunteers material, do on your own time • Use of technology • Identify leader (sole focus is HS strategy) • Recruiting volunteers • City-wide events (contests/competitions/math & science fairs)

  25. Where Do We Go From Here? • What are our next steps? • Which initiatives do we want to focus on?

  26. Thank you!

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