2017 Pre-Conference Planning Meeting Tuesday, October 18, 2016

We’re All In This Together

The Time Is Now! Celebrate Welcome Connect Listen Engage Thank

and… you’re going to do the same for me I’m Your Brand Manager I’m going to interview you compile facts uncover fun information learn your WIFS Why present your brand to the group and… you’re going to do the same for me

Pairs & Guidelines Evelyn Carol Ann Angie Angela Susan Louise Michelle Ashleigh Ande Meghan 5 minute interviews 2 minute presentations Creativity encouraged Have fun!

I’m Your Brand Manager I’m going to interview you compile facts uncover fun information learn your WIFS Why present your brand to the group

Pearls of Wisdom Growth brings forth need for change WIFS is a living, breathing and evolving entity Lots of moving parts & pieces Build on what’s in place Coach your volunteers to success Issues/problems are opportunities Approach from the positive, extend benefit of the doubt Organization versus individual focus, 60 minutes test Look ahead vs back Feeling uncomfortable is OK Ask for help Sleep on it!

Dreaming Big

Eye On The Future Challenge Ask Questions Listen Anticipate Mission Focused Plan Foster Sustainability

Accomplishment Through People Managing Leading Command & Control Influence & Inspiration Give Directions Ask Questions Plan Details Set Direction Manage Work/Tasks Lead People Reactive Proactive Being Right What Is Right Existing Roads New Roads

Team Work On The Fly

Planning & Leading Meetings Regular Schedule Calendar Invitations & Reminders Agendas Information Give & Take Follow Up

Who’s Passion Is It? Child Advocacy Yoga Making a Difference Dogs Friendship Energy Meals Clean Water Sisterhood Teaching & Learning

Let’s Get Sparkly

What Should We Explore in 2017? Our Core Areas What Should We Explore in 2017?

Membership What We Know… 10% growth Dues $230/$130 partner affiliated Dues are prorated 1st year 1,220 members on September 30th 463 members-at-large 70% is average renewal rate Renewal drive October – December 30 day grace period (January 31st) Chapter New Member Drive April & May Scribe: Carol Ann

Industry Relationships What We Know… Non-dues revenue is essential to cover expenses The industry is changing Pressure for associations to align High partnership inquiry rate; low conversion Frequent change in partner contacts Partner engagement varies widely Program benefits need refreshing Pilot corporate membership program in progress Scribe: Angela

Education What We Know… Scribe: Ande Webinars Mentorship Managers Study Groups Most utilized benefit. High mentee interest New Program Mastermind group is self directed. 1 group active 30-40% of registrants participate live Mentor prospecting is a challenge For managers vs future manager development confusion 1year RICP continuation unknown Speaker balance between members & non-members High % of mentees drop out/are non-responsive High webinar engagement compared to general webinar series Positive response to Advisor 2020. Difficulty scheduling 2nd group/time commitments Personal development topics popular Partners are looking for program metrics. Manager Study Group outcomes needs review High interest/call for recorded presentation access Our matching process works. Difficulty encountered using other factors Manager program track now part of each conference Advance scheduling is key for partners Chapters aren’t necessarily leveraging for programs Scribe: Ande

Chapters What We Know… 22 Chapters Today / 757 Members High Interest in Formation / Low Long Term Retention New Chapter Formation Process Launching Engaging & Retaining Board Members is a Struggle Renewing Members is Challenging National Policies Viewed as Negative vs Positive Scribe: Ashleigh

Marketing & Growth What We Know… We are not currently viewed as subject matter expert Industry needs to attract more women Our membership is aging Online conversation can be expanded Our members are the best advocate We have a market niche Scribe: Meghan

Conference What We Know… Strong reputation to uphold Attendance increases year over year Attendance is a driver to membership & renewal Fortunate to secure near zero cost speakers Event must be profitable/fund itself Site selected only through 2018 Strong ask year to year for < 3 day rate Program needs to align with diverse membership Scribe: Louise

Next 3 Days The Time is Now – Enjoy! Board Picture & Headshots Installation Ceremony Scripts & Moderating Engaging Members Prospecting for Mentors & Volunteers Thanking Exhibitors, Sponsors & Partners

Leading Change

What’s Next