Member & Unit Services Division Presidents’ Conference Call4.13.2015 Presidents’ Conference Call- 4.13.15.

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Presentation transcript:

Member & Unit Services Division Presidents’ Conference Call Presidents’ Conference Call

Agenda Welcome Update from Marcie Natan, National President Janice Weinman, Executive Director and CEO Speakers Bureau - Kacy Spivack Treasurers Presentation - Roni Schwartz Development Q &A - Roselle Ungar, Frieda Rosenberg Sharing Time - Amy Applebaum and Jill Sapperstein Private Time With Fredi and Ann Presidents’ Conference Call

Update from the National President Presidents’ Conference Call Marcie Natan National President

Presidents’ Conference Call Janice Weinman Executive Director and CEO

Speakers Bureau Presidents’ Conference Call Kacy Spivack Leadership Department Chair

Speakers Bureau Services Provides National speakers to units as requested Allow Speakers Bureau to find the speaker for you Funded—1 National Speaker-on-Tour per Region per year Funded—1 Conference Advisor per Region per year Funded—1 newly-trained National Speaker, targeted for units holding major events or training sessions Not funded by Speakers Bureau—does not fit the above criteria; is not approved by Speakers Bureau Intranet>Resources>Speakers Bureau Presidents’ Conference Call

Treasurers Presentation Presidents’ Conference Call Roni Schwartz National Treasurer

Organizational Financial Concerns Presidents’ Conference Call Strictly Confidential Source: Development Division

Organizational Financial Concerns Presidents’ Conference Call Strictly Confidential Source: Development Division

Organizational Financial Concerns Presidents’ Conference Call Strictly Confidential Source: Membership and Unit Services Division

Financial Highlights Revenues Year-to-date. The unfavorable variance of $5.6M was mainly due to: Unfavorable variance of $2.7M or 93% in major gift solicitations ($204K revenue vs. $2.9M budget); refer to Exhibit B-1. Unfavorable variance of $1.5M or 70% in chapter remittance ($624K revenue vs. $2.1M budget); refer to Exhibit B-1. Presidents’ Conference Call

Financial Highlights In contrast, favorable variances were observed as follows: $0.7M on direct mailing mainly due to $540K from step-up strategy. Please note that income from this line is spillover from 2014 campaign. Per Development’s projections, income from 2015 direct mailing campaigns will start coming-in in March. $1.3M on Miscellaneous, non-campaign. The revenues that came under this line were not directly related to any current development campaign. Presidents’ Conference Call

Exhibit B-1 Strictly Confidential

Development Division Presidents’ Conference Call Roselle Ungar Development Division Coordinator

Development Open Forum Q & A’s Presidents’ Conference Call

Presidents Sharing Time Presidents’ Conference Call Amy Applebaum Hadassah Greater Southwest President

Hadassah Greater Southwest- Date with the State Presidents’ Conference Call

Hadassah Greater Southwest- Date with the State Presidents’ Conference Call

Presidents Sharing Time Presidents’ Conference Call Jill Sapperstein Hadassah Greater Baltimore President

Ethan Jacob Presidents’ Conference Call

Mobile Bidding & Donations Presidents’ Conference Call

Auction Items Presidents’ Conference Call

Private Time with the Presidents Presidents’ Conference Call Ann EisenbergFredi Brown Presidential Development Co-Chairs