1. Kate Weaver & John Robinson

2. Affiliate Goals

3.  Networking/professional development for affiliate members ◦ Strengthen affiliate cohesiveness and increase participation ◦ Enhance job performance ◦ Recommend at least one event per year for members and their families  Outreach: spreading the word about the actuarial profession ◦ For clients ◦ Engage at least one high school OR one college on a sustained, multi-year basis  HS Strategy  College Strategy?

4. Affiliate Leadership Responsibilities

5.  At the start of each year, form a planning committee and set an agenda for the coming year with ◦ Events – focus on quality over quantity; ◦ Dates - will require consultation with members, HS, college ◦ Estimated cost, for budget purposes  Keep in touch with your members with interim meetings ◦ Every meeting must have a clear purpose (agenda) and value for members.  Understand your members’ needs ◦ Recommendation: have a 1-on-1 with every member over the course of a year

6.  Be aware of your affiliate’s “bandwidth”  Execute your plan  Affiliate leaders in the host city for the Annual Meeting will have added responsibilities ◦ Site selection ◦ Keynote speaker selection ◦ Outreach sessions  Attend monthly Affiliate Leadership call  Keep in touch with John regularly: 860.263.0427 (h) 518.464.3949 (w)

7. Leadership Retreat

8.  All leaders and co-leaders will be invited  Session for affiliate leads and co-leads only  Please contribute your ideas for an agenda

9. IABA Scorecard

10. # of individual events Mentor Assignment (1 ea.) _____ Mentor Resource Assignment (1 ea.) _____ Scholarship Award (1 ea.) _____ # of new designees honored Fellows, Associates, CERAs, EAs (1 ea.) _____ Group events, internal Affiliate events for affiliate members (attendance) _____ Group events, external Affiliate events for clients (attendance) _____ Mentor resource calls (attendance) _____ Outreach presentations (attendance) _____ Group events, internal & external Annual meeting (attendance) _____ Total # touches_____

11. IABA Organization Chart

12. IABA Org. Chart

13. IABA Affiliate Org. Chart John Robinson Mawunyo Adanu Jarrett Cabell Ain Milner Adrian Cox Charmaine Peart Ache Boamah Erica Wilson Kezia Charles Simone Beauford Adeniyi Olaiya Tyler Lester Monique Hacker ??Joe Andorful Kalimah Vereen James Jones ??Kelli Jones Nona Mramba Tenesia McGruder Melissa Strother ?? Monique Hacker John Robinson Jamala Murray Linda Shepherd Ollie Sherman Ache Boamah Stafford Thompson Sharon Robinson Jeff Johnson

14. IABA Partial Org. Chart Gerik Whittington Ernest Ofori Dodzi Attimu Olayinka Rufai Kamal Harris ??Chisomo Sakala Joan Kibaara Joseph Kablan Suzanne Scott Khadine Adams Susan Kariuki Kate Weaver Diana Nichols Kelli Jones Adrian Cox Nicassia Williams Michelle Thompson Monique Hacker John Robinson Jamala Murray Linda Shepherd Ollie Sherman Ache Boamah Stafford Thompson Sharon Robinson Jeff Johnson

15. IABA Mentoring Committee Org. Chart Monique Hacker John Robinson Jamala Murray Linda Shepherd Ollie Sherman Ache Boamah Stafford Thompson Sharon Robinson Jeff Johnson Kevin Blackman Lucretia Hydell Olayinka Rufai Kezia Charles Gerik Whittington Khadine AdamsDamon SilerDodzi Attimu Ache BoamahErnest Ntim OforiSuzanne Scott James JonesLinda ShepherdErica Wilson Joan KibaaraJohn RobinsonAin Milner Toyia MillsChoya EverettGerard Sims Adrian CoxJamala MurrayDoug French Brian MontigneyTyler LesterColin Ramsey Monique HackerMustafa DinaniArt Randolph Jason Morancie Omari Morrison

16. IABA Annual Meeting Committee Org. Chart Monique Hacker Jamala Murray Adrian Cox Michelle Thompson Dodzi Attimu Khadine Adams Charmaine Peart Kate Weaver ?? Monique Hacker John Robinson Jamala Murray Linda Shepherd Ollie Sherman Ache Boamah Stafford Thompson Sharon Robinson Jeff Johnson

17. IABA Foundation Org. Chart

18. Monique Hacker Nana Prempeh Jamala Murray Ollie Sherman Linda Shepherd Stafford Thompson Sharon Robinson Jeff Johnson Sharon Robinson Jeff Johnson John Robinson Kate Weaver Kamal Harris Nana Prempeh Nana Prempeh Veronica Fontama Nicassia Williams Khadine Adams Stafford Thompson Jeff Johnson Doug French Anne Crumlish Joseph Kablan Kate Weaver Ache Boamah

19. High School Strategy

20.  “Increase the number of black actuaries by building awareness of the actuarial profession among black students and their influencers.”

21. 1. Develop and maintain relationships with targeted high school level students and influencers 2. Leverage organizations that support our vision 3. Develop engagement and delivery methods that match resources available

22.  Develop and execute a strong plan to identify target schools ◦ SAT scores, diversity stats, etc.  Identify and engage key influencers in target schools (3 year plan)  Develop sample engagement strategies for schools (teachers), parents, student, graduates  Review/evaluate annual success and revise list accordingly  Expand activities across schools and new schools

23.  Local affiliates to contact certain organizations that have a black focus ◦ Ex. Jack & Jill, Inroads, Gems, Links, MESA, Black Achieves  Book IABA into University outreach programs (minority outreach programs)  Hook up with Universities that may not have outreach programs – work with IABA to foster  Membership listing – contact college student members to get names of high school math teachers

24.  Target organizations that offer math competitions  Contact organizations composed of high school math teachers  Pick affiliate to host IABA math event  Contact PSAT, identify high school students early in their career that may have math aptitude  ACT scores – purchase mailing list of minority students achieving X  Actuarial foundation

25.  Use of media to reach broader audience ◦ give volunteers material, do on your own time  Use of technology  Identify leader (sole focus is HS strategy)  Recruiting volunteers  City-wide events (contests/competitions/math & science fairs)

26.  What are our next steps?  Which initiatives do we want to focus on?