1. CEO Report (Summer 2017 NABC)
July 19, 2017
Bahar Gidwani

2. Since Kansas City Since June
Finances Stable
Membership Flat
Tables Played Down
Progress Made on Tech
Other Areas “Normal”
Since June
Outreach to Stakeholders
Started Data Gathering
CRM Selected
Other Small Changes

3. Finances Stable $0.5MM gain in first half Cash balance around $7MM
Expenses better than budget ($299K)
Didn’t spend all tech budget
BOD didn’t use full budget
Offset partly by increase in exec area
Revenue worse than budget ($102K)
Member revenue up vs 2016, due to price increase, but down vs budget
Club and tournament table counts down

4. Membership Flat 95 member increase versus December
Range across districts from up 3.0% to down 3.2%
New member retention rate remains around 60%
2% increase in member revenue
6K new members in first half
30% of renewing members chose 3 year plan
Average age of members = 72.1 years

5. Tables Played Down Club table count is down about 3%
Tournament table count is down about 4%
Kansas City NABC table count was 13% below forecast
On-line table count up about 6%
Many tournaments earned less than expected or lost money

6. Progress Made on Tech
Progress on replacing Masterpoint Engine and ACBLScore
Completed alpha test
On track to finish by end of year
Upgraded/Improved:
ACBL Live
FinancialTRAX
NABC Seeding
TourneyTRAX
Improved security and infrastructure

7. Other Areas “Normal” Hired Director of Operations
No National Recorder hired, yet
Only other open positons are in field supervision
$700K raised via Longest Day
CEO transition completed during June and July

8. Outreach to Stakeholders
Number Contacted
Board Members 24
District Presidents 2
NBO Leaders 6
ACBL Staff 17
Club Managers & Teachers 8
Pros & Committee Members
Partners, Suppliers 7
Players, former Board Members 5

9. Started Data Gathering
Employee survey (Appendix A)
Supported Club & Teacher Survey (not shared)
Gathered data on district financials (Appendix B)
Began collecting data on tournament financial performance (not shared)
Created list of possible projects and questions to study (not shared)

10. 3 Questions for HQ and Field Staff
More than 70 employees responded
Good news:
Most employees feel they are fairly paid
Most employees feel they can express concerns
Concerns
Field employees are not as happy with pay as HQ
Female staff are not as comfortable expressing concerns as are men
Only moderate conviction that ACBL is on the right path for success
Results were shared with all employees
Full details are attached (Appendix A)

11. Club Manager & Teacher Feedback
With support from staff, Club Committee surveyed ~5,000 Club Managers and Teachers. About 10% responded. Selected results (full survey is available from the Committee)
The Teacher & Club Owner “Overall Experience” is sound and has upside
ACBL Management daily operations serves teachers and Club owners well
The Board of Directors appears out of touch and aloof from this group
Units and Districts vary greatly in their engagement and support of teaching, recruiting and supporting clubs
The current “system” is disjointed and uncoordinated on prospect development, recruiting, & teaching
The aging teachers and club owners demographic influences efforts to grow and to recruit younger players.
Efforts to teach bridge in a school setting are missing in action or lacking traction.

12. Analyze District Financial Data
Goals:
Understand “flow of funds” within ACBL
Provide districts with ratios they can use to improve their internal financial management
Uncover best practice ideas and opportunities
Next Steps:
Seek help from district treasurers to complete initial analysis
Extend to Units and analyze overall tournament financials
Start to create templates and financial support tools for the ACBL “community”
The initial summary is attached (Appendix B)

13. Selected CRM Chose Microsoft Dynamics
Well-respected product, competitive with Salesforce, Oracle, etc. on both price and capabilities
Compatible with existing software products
Requested bids from multiple integrators
Sought input and approval from Finance Committee

14. Other Small Changes Initiated several finance area changes
Use Canadian and Mexican currency for our operations in these countries
Reduce our cost to manage our investments
Negotiated a $2MM line of credit (at no cost to ACBL)
Expanded search for National Recorder
Initiated one sponsorship and one partnership deal