1. Club Officer and Board Member Leadership Training Sessions Spring 2014 Lincolnland District

2. I.Invocation II.Pledge I pledge Allegiance to the flag of the United States of America and to the Republic for which it stands, one nation under God, indivisible, with Liberty and Justice for all. Lincolnland District

3. Agenda National Exchange Lincolnland District Leadership Responsibilities Resources Notes and News Clubs’ Best Practices Open Forum

4. National Exchange Founded in Detroit on March 27 th, 1911 Headquarters is in Toledo, Ohio America’s Service Club 12 regions 31 districts 669 clubs as of 12/31/13 Approximately 20,000 members

5. 2013 - 2014 National Exchange National President Don Wright (Murfreesboro, TN) National President-Elect Tom Karnes (Detriot, MI) National Treasurer Anne Marie Logue (Gettysburg, PA) Immediate Past National President Lou Molitor (Waukegan, IL, and Kenosha, WI) Executive Vice President Tracey Edwards (Toledo, OH)

6. Lincolnland 4 th largest district in Exchange In Region 3 with Wisconsin – UP, Minnesota, and Dakota Territory districts 11 divisions (12 numbered divisions, but no Division 8) 26 clubs 1088 Lincolnland Exchangites

7. Lincolnland Division 1 – ALL, Gurnee Division 2 – Grayslake, Round Lake Area Division 3 – Bolingbrook, Naperville, West DuPage County Division 4 – Aurora, DeKalb-Sycamore Area, Tri-Cities Division 5 – Bloomington, Joliet Division 6 – Aledo, Quad Cities Division 7 – Champaign, Rantoul, Urbana Division 8 – Open Division 9 – Charleston, Mattoon Division 10 – Beardstown, Quincy Division 11 – Alton, Belleville Division 12 – North Chicago, Waukegan, Zion

8. 2013 – 2014 Lincolnland District President Emy Trotz (Naperville) District President-Elect Bill VanKeuren (Mattoon) District Secretary Sandy Southworth (Naperville) District Treasurer Lisa Alsip (Grayslake) Immediate Past District President Mike Oster (LMV, Gurnee, Grayslake) Region 3 Vice President Jim Ruzon (Joliet, IL)

9. 2013 – 2014 Lincolnland Division 1 Director Millie Lang (ALL, Gurnee) Division 2 Director Cynthia Lee (Grayslake, Round Lake) Division 3 Director Janet Jacobs (Naperville) Division 4 Director John Hughes (DeKalb / Sycamore) Division 5 Director Jim Ruzon (Joliet) Division 6 Director Joe Johnson (Quad Cities)

10. 2013 – 2014 Lincolnland Division 7 Director John Hummel (Urbana) Division 8 – No Division 8 Division 9 Director Jerry Parker (Mattoon) Division 10 Director Joel Koch (Quincy) Division 11 Director Debbie Marshall (Alton) Division 12 Director Kim Wood (North Chicago, Zion)

11. Leadership Responsibilities Club Officers and Board –President –President-Elect –Secretary –Treasurer –Board of Directors Division Directors

12. Club President Serve as the leader of the club Effectively manage club activities and ensure the club meets operating standards Work with club officers, the board, and membership to establish goals for program excellence Preside at all regular and special club meetings as well as monthly board meetings

13. Club President (continued) Prepare agendas for club and board meetings Lead the club program development meeting Encourage and appoint qualified members to serve as committee chairs Assign board members to serve as committee liaisons

14. Club President (continued) Communicate with the district and national organizations on club operations and activities Represent the club at district and national events Uphold the national, district, and local bylaws

15. Club President - Sidenotes You are the face of your club Be active in your community not only at Exchange Club events Keep your members engaged in your club’s activities Plan your year before it starts – develop a calendar Have a productive Program Development Meeting

16. Club President - Sidenotes Set goals – Membership retention New membership growth Meeting attendance Don’t micromanage your committee chairs Express your appreciation to committee chairs and club members Communicate HAVE FUN!

17. Club President-Elect Assist the Club President in managing and leading the club Preside at club and board meetings in the absence of the President Become familiar with the chairs, members, and procedures of the club’s committees Conduct new member orientations Conduct club officer and board elections

18. Club President-Elect (continued) Coordinate with the President and incoming/outgoing Board Members to ensure a smooth transitional period Perform other duties as assigned by the President or Board of Directors Prepare to serve as President Uphold the national, district, and local bylaws

19. Club President-Elect – Sidenotes Learn from your Club President Encourage members to become candidates for leadership positions Get to know all the operating aspects of your club Attend as many committee meetings as possible Plan and prepare

20. Club Secretary Maintain accurate records of club membership and activities Process new membership applications Record and maintain complete minutes of the Board of Directors meetings Relay information and submit reports to the district and national organizations regarding club operations, activities, and membership

21. Club Secretary (continued) Distribute informational materials received from the district and national levels to club membership Assist in managing club correspondence with the community

22. Navigating the Membership Database

23. We love the new web resources and ability to update information!! I wish other organizations had it together as much as Exchange!! Susan Clanton, Bowling Green National took the time to assist our club with some issues and did so with a great attitude.

35. Compiling & Printing Reports

37. Show Month – Current or Previous Org Filter – District or Club Expand criteria box to filter data

41. Filter to active or inactive members Select all records or individual records Export contacts OR Mailing labels

42. Excel Spreadsheet Mailing Labels

46. Club Treasurer Review all fees, membership dues, and other monies due to the club Deposit and disburse funds as required by the Board of Directors Work with an independent bookkeeper to maintain accurate records of the club’s financial transactions

47. Club Treasurer (continued) Assist the Board of Directors in monitoring and approving budgets and expenditures Ensure that key financial forms (such as 990 forms) are filed with the appropriate agencies Serve as a key member of the club’s finance committee

48. Club Treasurer - Sidenotes Drive the budgeting process Keep operating and charitable funds separate Pay bills and invoice members in a timely manner

49. Board of Directors Direct and coordinate club affairs Ensure that the club is providing appropriate services for the community Review and approve the club’s budget and present it to the membership for approval Review and determine club operating policies and procedures Report to the club any board action related to general club policy

50. Board of Directors (continued) Render decisions or recommendations on matters referred to the board by club membership Serve as liaison for one or more club committees Actively support and participate in the programs and events of the club’s committees

51. Board of Directors - Sidenotes You are the conscience of your club Be active at your club’s events Staging area for future club officers

52. Division Director Serve as a member of the District Board Provide leadership training to clubs within the division Encourage excellence through monitoring of club operations Actively support the division’s clubs

53. Resources 2014 – 2015 Club Leader’s Monthly Planner (“The Blue Book”) National Exchange Club, 1-800-XCHANGE www.nationalexchangeclub.org www.nationalexchangeclub.org Facebook.com/NationalExchangeClub Twitter.com/ExchangeClub Exchange Today Magazine

54. Resources Lincolnland Website, www.lincolnlandexchange.org www.lincolnlandexchange.org Lincolnland Link

55. National Exchange Website https://www.nationalexchangeclub.org/ https://www.nationalexchangeclub.org/

56. National Exchange Website

57. Log in with username and password

58. National Exchange Website Log in with user name and password

59. National Exchange Website Log in with user name and password

60. National Exchange Website Log in with user name and password

61. Lincolnland Website www.lincolnlandexchange.org

62. Lincolnland Website

63. Username = member Password = exchange

64. Lincolnland Website

66. Resources (continued) Experienced Exchangites Exchangites who previously served as officers Your Division Director VFR (Volunteer Field Representative) Frank Alberico, frankaexch@gmail.com Dennis Koch, dgkochcpa@adams.net Jim Ruzon, jruzon@comcast.net Scot Warren, swwarren@att.netfrankaexch@gmail.comdgkochcpa@adams.netjruzon@comcast.netswwarren@att.net

67. Notes and News Report your activities to National - Identifies our successful programs - Your program may help another community - Your club deserves the recognition Lincolnland Exchange Clubs Foundation for Youth - Provides the funding for Lincolnland’s Youth of the Year and ACE scholarships - Can assist your club if you’re not a 501(c)(3) organization

68. Notes and News The National Exchange Club Foundation - Provides funding for the National Exchange Club’s Programs of Service - Americanism - Community Service - Youth Programs - Prevention of Child Abuse We need a continued focus on membership retention and new membership growth / club building

69. Notes and News 2014 Lincolnland District Convention June 19 th – 22 nd, Champaign/Urbana, IL Urbana Holiday Inn 2014 National Convention July 9 th - 12 th, New Orleans, LA Sheraton America needs Exchange now more than ever - Parade the Spirit of Exchange with Passion & Commitment!

70. Clubs’ Best Practices What makes your club successful? What practices does your club have that might help other clubs? What does your club do to have fun?

71. Open Forum Questions Comments Feedback

72. Mission Statement Exchange, America’s Premier Service Club, working to make our communities better places to live.

73. National Exchange Club Core Values: Family, Community, and Country Motto: Unity for Service Programs of Service: Americanism, Community Service, Youth, and the Prevention of Child Abuse

74. National Exchange Club Covenant of Service Accepting the divine privilege of single and collective responsibility as life's noblest gift, I covenant with my fellow Exchangites: To consecrate my best energies to the uplifting of Social, Religious, Political, and Business ideals; To discharge the debt I owe to those of high and low estate who have served and sacrificed that the heritage of American citizenship might be mine; To honor and respect law, to serve my fellowmen and to uphold the ideals and institutions of my Country; To implant the life-giving, society-building spirit of Service and Comradeship in my social and business relationships; To serve in Unity with those seeking better conditions, better understandings, and greater opportunities for all.

75. Thanks for all you do in the Spirit of Exchange! Let’s have a great 2014-2015!