Institutes Session Objectives

1. Institute AwarenessbyBobby Grimes, VP – IPTI bobby.grimes@bakerhughes.comMike Ireland, MD – Institutes irelandm@asme.orgLTC 2011 – Dallas, TexasMarch 4-5, 2011

2. Institutes Session Objectives We will answer the following questions in this session: • What is An Institute? • Overview of Existing Institutes • Who are they? • What do they do? • How are they different from other sectors? • What is the Institute Sector Board (ISB)? • Should your group consider becoming an Institute?

3. Institutes – Who We Are • ASME members & volunteers • Dedicated ASME staff • Governed by ASME Policies 16.3 & 16.4 • Institutes operate independently but still work towards the ASME mission through all their programs • IGTI & IPTI both strive to serve and expand their core markets while continually promoting ASME and its benefits.

4. IPTI Staff

5. IPTI Board Institute boards strive to be strategic rather than tactical, since tactics are delegated to operating committees & staff.

6. IGTI Staff Note – the IGTI Board uses the Division – Executive Committee model.

7. Institutes Sector Board (ISB) VISION Grow and improve ASME’s Institutes MISSION Provide the organizational and strategic linkages that enable ASME Institutes to succeed.

8. ISB Membership The ISB consists of leaders from across the Institutes Sector: • Senior VP • Senior VP Elect (non-voting) • VP from each Institute (IGTI, IPTI) • Chair from each Institute’s Board • Vice Chair from Each Institute (non-voting) • Sector Managing Director (non-voting) • Lead staff from each Institute (non-voting) • LDI/Eclipse Intern (non-voting).

9. ISB Key Objectives • Serve as communication link to and from the ASME BoG • Share best practices among the Institutes and other ASME Sectors • Facilitate communications and awareness with other ASME Sectors • Facilitate the development of new institutes • Recommend mergers and/or acquisitions of outside organizations to become Institutes of ASME.

10. Types of Institute Structures • Market specific group, similar to a Division but focused on all aspects of that marketplace (e.g., IGTI) • Umbrella group focused on a broader industry, made up of multiple Divisions (e.g., IPTI) • Other types of arrangements are possible, since the Institutes model is flexible; does anyone in the audience have any ideas?

11. Overview of IGTI & IPTI Events • The next several slides will provide more detailed information on IGTI and IPTI, to serve as examples for what kinds of events and activities are commonly created and supported by the current Institutes

12. International Gas Turbine Institute • ASME founded in 1879 • ASME Oil and Gas Power Division:Gas Turbine Coordinating Committee (1944) • ASME Gas Turbine Division (1947) • April 1956 – 1st ASME Gas Turbine Conference and Exposition – Washington, D.C. • ASME International Gas Turbine Institute (1986) • Part of ASME, staff headquartered in Atlanta, GA Sir Frank Whittle and Hans von Ohain

13. IGTI Members/Volunteers • Over 8000 ASME members are involved in IGTI • International Board of Directors • Academia, Industry and Government • 16 Technical Committees • 7 – IGTI Honors and Awards are presented annually.

14. IGTI+ • IGTI Board has approved expansion beyond gas turbines to energy production, storage, and utilization through turbomachinery. • Steam • Wind • Solar • Industrial Fans • Synthetic/Bio Fuels

15. Key Activities • Turbo Expo Technical Conference and Exposition • Specialty Conferences • Gas Turbine Users Symposium • Professional Development • Publications and Communications • Industry Advocacy.

16. Yearly Technical Congress – 1000 peer-reviewed papers presented over 5-days • 3000 Attendees from over 50 countries • 150 Exhibits • 20 Sponsors • Special Events • ECE/Student Mixer • Women in GT Dinner

17. Alternates between North America and Europe • June, 2009 – Orlando, Florida • June, 2010 – Glasgow, Scotland • June, 2011 – Vancouver, Canada • June, 2012 – Copenhagen, Denmark

18. Gas Turbine Users Symposium (GTUS) • Tutorials, Workshops, Panel Sessions, Roundtables for 200 Operation and Maintenance End Users • Co-location Strategy. Customized to meet need of specific group. • Currently with TAMU Turbomachinary Symposium

19. Professional Development • Basic and intermediate training programs on variety of platforms • Computer-based • CD-ROM • Classroom • Webinars on salient industry topics • Training Week • On site, Hands-on • Customizable

20. Publications and Communications • Journals • Global Gas Turbine News in ME • Papers and Publications • Website: http://igti.asme.org • 700 fans on Facebook

21. Industry Advocacy • With ASME Washington Office writing point papers, promoting gas turbines, educating congressional staffers, support funding requests for research projects • Over 20 years, IGTI has donated nearly $1million in student grants

22. IPTI • IPTI is composed of three separate divisions: • Petroleum Division (PD) • Offshore, Ocean and Arctic Engineering Division (OOAE) • Pipeline Systems Division (PSD) • These divisions work separately and together on new and existing programs. Over 16,000 ASME members are affiliated with IPTI.

23. IPTI Events

24. ASME-IPTI Funded Student Programs • Collegiate Council & Student Intern • FIRST Regional & Individual Teams • Outreach for Engineers • Student Professional Development Conferences • Student Scholarships • Individual High School Robotics Teams • BEST High School Robotics • CSTEM • Engineers without Borders • I-SWEEEP • Student Section Recruiting Events

25. Individual Funding Requests • Space City Best • Lamar High Robotics • CSTEM • Edgewood ISD FIRST • FIRST Regional • A&M Section BBQ • Rotary Club of Humble • Engineers w/o Borders • I-SWEEEP • OTC Crawfish Boil at UH Campus

26. …and IPTI Forums

27. How Institutes Differ From Divisions Institutes typically: • Have paid dedicated staff • Pay for their own offices • Budgets approved by COFI • Strategic, market-focused volunteer Boards • Significant reserves in custodial fund • Generally, conduct a wider range of activities.

28. How Institutes Are Similar to Divisions • We are all part of ASME • Driven by active volunteers • Focus on technical areas • Conduct conferences, do peer review, author publications and journals • Want to grow their units and help ASME grow in revenue, membership, and member benefits.

29. How Institutes Benefit ASME • Provide focus on specific industries and their specific member needs • Allows for more volunteer involvement • Dedicated staff in combination with active volunteers means more successful events • Can be self-sufficient, self-guided, and financially stable, thus reducing parent management • Can provide intellectual property and technical resources to parent • Provides an opportunity for larger and more diverse membership.

30. ASME Policy 16.3 Requirements (handout) An ASME Institute: • Must have annual gross revenue > $1 MM • Must generate a surplus, net of all business and operational costs, including reimbursement of ASME administrative and overhead costs • Must have a governing Board • Must have a charter approved by the ISB & BOG • Must have suitable vision and mission statements • Must have dedicated staff and volunteers to direct its activities in accordance with ASME operating procedures.

31. Potential Future Institutes • Existing ASME Divisions, but also… • Many smaller Mechanical Engineering societies: • Specific Industry Segment • Geographic Area • Member Demographics • Even more candidate Engineering/Scientific societies.

32. Discussion – Is My Group a Candidate to Become an Institute Now? • Does anyone in the audience have any ideas on forming a new institute? • To proceed, present your ideas and/or proposals to the ISB, they will discuss this with you and your group leadership (contact info on last slide) • Assistance can be provided to create a business plan with organizing volunteers and staff from Institutes.

33. Institute Awareness