State Legislative Director’s Meeting Michael P. Aitken • March 17, 2010

1. State Legislative Director’s Meeting Michael P. Aitken • March 17, 2010

2. State Legislative Director’s Meeting Government Affairs Program. • Presentation Overview • Overview of SHRM’s Government Affairs Program • Federal Public Policy Overview • Complying with State Lobbying Laws • Introduction of GA Staff and Responsibilities • Open Discussion/ Q & A Session

3. State Legislative Director’s Meeting Government Affairs Program Federal Public Policy State Public Policy Regulatory/Judicial Affairs Member Advocacy

4. State Legislative Director’s Meeting Government Affairs Program Determining SHRM’s Public Policy Priorities • Political Climate • Burning/Hot Issues • State Legislative Director Input • State Council Determination

5. State Legislative Director’s Meeting Government Affairs Program Developing Public Policy Statements • Policy positions are set by the SHRM Board. • Position is developed through: • Member Surveys • Focus Groups • Special Expertise Panels • Currently reviewing all of our public policy statements and process. • Public policy statements guide both our federal and state activities.

6. State Legislative Director’s Meeting Government Affairs Program • Key HR Issues in 2011 • Health Care Reform • Workplace Flexibility/Leave Benefits • Labor-Management Relations • Civil Rights Protections • Credit Check • Weapons in the Workplace

7. State Legislative Director’s Meeting Government Affairs Program • Advocacy Program • SHRM is organized as a 501(c)(6). • Registered as lobbyist organization under the Lobby Disclosure Act. • Federal Relations staff are registered as lobbyists.

8. State Legislative Director’s Meeting State Affairs Programs Public Policy Process • State Affairs Activity • Consistent with SHRM Public Policy Statements • State Legislative Directors contact staff/staff alerts State Legislative Directors • Staff Recommendation • State Legislative Directors request assistance • Work with State Legislative Directors on • Strategy

9. State Legislative Director’s Meeting State Affairs Programs Characteristics of an Effective State Program • Compliance with state lobbying laws • Consistent communication process • Engaged advocacy efforts

10. State Legislative Director’s Meeting State Affairs Programs • State Lobbying Registration Laws • State requirements vary widely – important to check your state • What is “lobbying?” Examples of some definitions and triggers: • “Communicating by any means” to influence legislation (e.g., Ind.) • Expenditure thresholds: e.g., spending $100/year (Ala.) • Time thresholds: spending more than 20 hours/year lobbying (N.J.) • Grassroots activities: spending at least $100/year on communications • that encourage others to contact their lawmakers (Kan.) • “Directly communicating” with state officials (Tex.) • Note: A state may use more than one of the above as a trigger (e.g., you must register if you spend more than $500 to communicate by any means to influence legislation)

11. State Legislative Director’s Meeting State Affairs Programs • State Lobbying Registration Laws • Examples of exempted activities: • Testifying at a legislative or agency hearing (invitation may be required) • Providing written comments to proposed regulations • Individuals contacting lawmakers “solely on their own behalf” • Providing information only about pending matters • Individuals/entities who do not meet the expenditure or time thresholds • Note: if you hire a lobbyist, the lobbyist must register; your • organization may also be required to register as a lobbyist-employer.

12. Final Comments/Q & A Session