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Presidents Assembly Monthly Webinar January 17, 2013.

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Presentation on theme: "Presidents Assembly Monthly Webinar January 17, 2013."— Presentation transcript:

1 Presidents Assembly Monthly Webinar January 17, 2013

2 The recording of this webinar can be located at: January 17, 2013 Webinar

3 During the Webinar – Just Ask! Please use this question area to communicate with us throughout the webinar. Have a question…type it!!

4 Raise Your Hand There will be designated times to speak your questions. You can click on the “Raise Your Hand” button. When we are ready for your question, we will unmute you and call on you.

5 What Chapter do you represent? Please use your GoToWebinar Question box to type in the name of your Chapter…

6 Presidents Assembly Leadership 2012-2013 Lola Kakes Greater Tucson Chair Carolynne Mather Lakeland Metro Chair-Elect Rachael Bender Southwest Florida Immediate Past Chair

7 2012-2013 Presidents Assembly Steering Committee Regional Representatives Janet South NAWBO Indianapolis Midwest Region Patsy Foxworth NAWBO San Antonio Western Region Nancy Chorpenning NAWBO Atlanta Southern Region

8 NAWBO REGIONAL BREAKDOWNS Northeast & Atlantic Region Maine, New Hampshire, Vermont, Massachusetts, Rhode Island, Connecticut, New York, Pennsylvania, New Jersey, Delaware, Maryland, District of Columbia, Virginia, W. Virginia Midwest Region Wisconsin, Michigan, Illinois, Indiana, Ohio, N. Dakota, S. Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri Southern Region North Carolina, South Carolina, Georgia, Florida, Kentucky, Tennessee, Mississippi, Alabama, Oklahoma, Texas, Arkansas, Louisiana Western Region Idaho, Montana, Wyoming, Nevada, Utah, Colorado, Arizona, New Mexico, Alaska, Washington, Oregon, California, Hawaii

9 What the Presidents Assembly Does: Presidents Assembly Steering Committee is responsible for: Serving as “voice of the chapters” on the National Board and facilitating communications between National and the chapters Facilitating chapter collaboration/information sharing via webinars Creating a community of chapter leaders Helping chapter leaders with strategic planning, problem resolution, etc.

10 WEBINAR SCHEDULE Mark Your Calendar NOW! Webinars will be held on the third Thursday of every month at noon Eastern time. Upcoming Webinars: February 21 st - Value of Membership March 21 st - Plans and Goals April 18 th - Developing Committees May 16 th - Budgets & Financial Issues June 20 th - Board Structures * Schedule subject to change Suggest a webinar topic by emailing

11 PA Facebook Page Use to share news and information; exchange best practices; ask for help; etc. All chapter leaders are welcome to join. Please do not use to market your business.

12 News from National Lola Kakes PASC Chair

13 NAWBO Public Policy Primers Beginning in January 2013 4 th Tuesday of the Month at Noon EST.

14 NAWBO Public Policy Primer Call Tuesday, January 22 nd at Noon Eastern Time For our inaugural call, we are pleased to have joining us the President & CEO of the Small Business & Entrepreneurship Council, Karen Kerrigan If you are interested in joining the call, please email Joy at The Public Policy Primer calls are designed to keep the chapters up to speed on public policy information from Washington DC

15 Meet a National Board Member Crystal Arredondo, MBA, Partner Retirement Planning Specialist MPACT Financial Group Dallas/Ft. Worth Chapter

16 Membership Drive The 2013 Membership Drive Marketing Kits will be mailed out this month. We are working on all chapters having them before January 31 st. Also, look for the link to register for our PA Webinars in Happening Now. We are really trying to limit the number of emails that are sent out.

17 OBJECTIVES  To increase and expand chapter support by providing tools to support our local chapters with improvements and updates on ongoing basis  The all-new Online Chapter Resource Center provides chapters:  Visual Resources and Instructional Presentations  Bylaws and Policies  Forms and Templates  Chapter Best Practices Library  Chapter Operations Manual  National Strategic Plan Overview and Strategic Plan Templates  All Chapter Board Members and Chapter Admin Staff have access to Online CRC. Make sure your Chapter Board Roster is updated! CHAPTER RESOURCE CENTER

18  Sample chapter documents from a variety of chapters to help you better manage your chapter.  A few documents you will find:  Policies & Procedure Manuals  Chapter Business Plan  Chapter Membership Survey  Strategic Alliance MOU  Nominating Committee Board Questionnaire  Submit your chapter’s documents to CHAPTER RESOURCE CENTER: Best Practice Library Chapter Documents

19 Get Involved and Get Connected Are you looking to participate at the National level? If so, we need to TALK!! If you enjoy working as a team with other great women business owners – we need to TALK! If you want to engage with other Chapters throughout the USA – we need to TALK! If you want to share leadership techniques and to grow our organization – we need to TALK! What will we TALK about? How you can join the Presidents Assembly Steering Committee!

20 The Presidents Assembly Steering Committee is currently recruiting NAWBO members for the 2013-2015 term (two-year commitment). This is a great way to get involved in a leadership role with National NAWBO. Expectations: Attend the PASC meetings at the National Conference each year Attend and participate in all PASC monthly teleconference calls Lead quarterly regional teleconference call Attend and participate in all PA monthly webinars (lead 1 or 2 per year) Work on other projects as assigned Must be a chapter past president or current president or a chapter leader to be eligible If you are interested in learning more, please contact us via email JOIN THE PRESIDENTS ASSEMBLY STEERING COMMITTEE

21 Leadership Boot Camps – Save the Dates! You speak and we listen – the Leadership development programs have been highly successful so we are continuing to bring them to you: –February 25 th – Grand Hyatt DFW - Dallas/Ft. Worth, Texas –May 7 th – Orange County, California –October 2-5 at the Intercontinental Hotel in Miami -

22 February Boot Camp Registration When: Leadership Boot Camp 2/25/2013 Location: Grand Hyatt DFW Airport Phone: (888) 421-1442 421-1442 Rooms: NAWBO® has negotiated a special conference rate of $159/night plus room tax Registration Fee: $75 for the first chapter attendee and $50 for any additional attendees

23 February 24 th Arrival … Agenda: February 24, 2013 (optional) Dine-a- Rounds: 5:00 pm to 8:00 pm Sunday Evening we will be having a Dallas Dine-Around hosted by NAWBO Dallas Chapter Members. It is a great chance to get to know fellow NAWBO members. Please note that you will be responsible for the cost of your own dinner. Additional details and sign up information is forthcoming. Desert Reception: 8:00 pm to 9:30 pm

24 February 25 th Agenda … Registration: 7:30am Room: North America AB –Please come to the registration area and pick up your registration materials for the Breakfast, and Leadership Training. 8:00am – 9:00am Breakfast 9:15am – 4:45pm Chapter Leadership Training Room: North America AB

25 Travel Discount for Boot Camp A discount agreement has been completed and is valid 22/FEB/13 - 28/FEB/13 for travel to Dallas/Ft. Worth, TX. The Promotion Code you will need to use is 2223DH. Attendees using American Airlines will receive a 5% discount off the lowest applicable published air fare.

26 Poll Are you planning on attending the February 25 th Boot Camp in Dallas? –Yes, I plan on attending –I hope to attend but don’t know for sure yet –It sounds great but I am not planning on attending

27 Board Formations & Succession Planning Rachael Bender Southwest Florida

28 Succession Planning Starts Early Where are your members coming from? –Recruit members who are on the board of other associations like the chamber of commerce –Recruit members who have served on corporate boards –Ask new members about their other board experience

29 Poll Question: How do you feel about your chapter's board succession planning?

30 Developing a Board Starts on Committees! Strong & Active Committees Easy Ways to Get Involved with Minimal Time Commitment Active Marketing of Committees –Membership Application –New Member Orientation –Newsletters, Emails Succession Planning Starts Early

31 How does this benefit me? –Find jobs that match interest of business owner –Stress what leadership benefits members can get from involvement –Highlight increased networking & visibility within organization –Don’t focus on chapter needs, focus on individual Have Committee Chairs be responsible for identifying their successor and mentoring them

32 Poll Question: What percentage of your membership is involved on a committee or on the board?

33 How it Works: Succession Planning in Tucson Dianne Kelley President of Greater Tucson


35 How it Works: Succession Planning in Tucson Board Nominations: Nominees to serve on our Board should have been Activity Group chairs or co-chairs prior to nomination. There are some exceptions. Executive Board: Should have previously served on the Board Succession planning- nominees from the previous year who did not get the position Activity group chairs and co-chairs Member orientation – help new members find an Activity Group

36 Questions for Dianne?

37 Are you waiting for your next president to come to you or do you find them? How do we groom future leaders? –Put them in positions that they can be successful –Acknowledge their hard work and efforts –Talk about their future in NAWBO –Set up a seasoned board member to mentor them –Encourage them to step into a more visible leadership position –Let her know that you think she is “presidential” material Succession Planning Starts Early

38 Recruiting a President-Elect/President Assess the time commitment that you expect of your leaders Can you hire a part-time virtual assistant or executive director? Do you need to rearrange some responsibilities? NAWBO Columbus added a Vice President board position to enable four years of consistent leadership. The first Vice President becomes President-Elect, the President- Elect becomes President, and the President becomes the Immediate Past President. If you don’t have enough nominations reach out to those who have previously served on your board. Some former board members may now be ready to step into a president-elect position

39 Questions?

40 Thank you for participating in NAWBO Presidents Assembly Webinar! We look forward to talking to you next month. The webinar will be on February 21, 2013 at noon Eastern on Value of Membership. To share this information with your chapter’s leadership, visit NAWBO Presidents Assembly Community for the slides or the Facebook Presidents Assembly Page for the link to the recording. Don’t forget to look for the link to register for future PA Webinars in Happening Now.

41 CONTACT NAWBO Member Services: Chapter Services: Presidents Assembly: News/Article Submissions: Website/Technical Support: Public Policy:

42 Your Feedback is Welcome! Please send feedback to

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