Welcome! Make Yourself at Home! What you need to know before your trip to Wisconsin Presented by: Jennifer Mathe, GBA ISCEBS Manager Member Services Linda Bielski, CEBS Director–CEBS Field Services Overview • The Society—who we are, what we do • Membership highlights • Volunteer challenges and how we can support your efforts • Key activities at the chapter leader conference International Foundation • Established in 1954 – Fostering the education and exchange of information for trustees, administrators and other fund professionals • Found education niche with passage of the Labor-Management Relations Act of 1947 (Taft-Hartley Act) CEBS • Passage of ERISA in 1974 influenced the CEBS program. • CEBS began in 1976 • Partnered with the Wharton School and later with Dalhousie University • Formalized curriculum • First CEBS designations awarded in 1980 • CPE Requirement Society • Established in the early 1980s • Non-profit educational association • Provide specialized professional development and networking opportunities • Controlled corporation of the International Foundation of Employee Benefit Plans Today • Both the International Foundation and the International Society educate and serve Canada and the United States • Working together to serve the entire benefits community ISCEBS Governance Board of Directors (12 members) • Nine member Executive Committee (IFEBP) • Three Governing Council Officers (President, Vice-President, Secretary/Treasurer) Governing Council (10 members) • Three Officers (President, Vice-President, Secretary/Treasurer) • Six members serving three-year terms • Immediate past president (serves in a non-voting capacity) • • • • Four National Committees (6 members per committee) Membership and Chapter Development Symposium Planning Professional Development Strategic Planning 2013 ISCEBS Governing Council President Vice-President Secretary/Treasurer Gordy Erley, CEBS Aetna Detroit Chapter Alice McAbee, CEBS Haggar Clothing Co. Dallas/Fort Worth Chapter Wayne Murphy, CEBS Prudent Benefit Administration Services Inc Toronto Chapter 2013 ISCEBS Governing Council Pamela Borup, CEBS Reynolds & Reynolds Des Moines Chapter Ron Krupa, CEBS Acclaris Tampa Bay Chapter Debora Green, CEBS CGI Inc Capital Chapter Donna Malliett, CEBS Farella Braun & Martel Northern California Chapter Michelle Kelly, CEBS Kansas City Southern Railway Kansas City Chapter Sean O’Donnell, CEBS Cytec Industries Immediate Past President Sandra Wood, CEBS GHB Insurance Pacific Northwest Chapter Northern New Jersey Chapter National Committees • • • • Membership and Chapter Development Symposium Planning Professional Development Strategic Planning Membership Structure— Society • Open to CEBS graduates • GBA, RPA or CMS designees • CEBS students with at least one exam passed Membership Structure— Local Chapter • CEBS graduates must join the Society in order to join a local chapter – Why? So the Society has the financial resources to offer products and services to members • GBA, RPA, CMS designees and CEBS students are encouraged to join the Society or can opt for chapter affiliation only – Why? Local chapters are the Society’s—and the CEBS program’s—most valuable resources! Local Chapter Leadership 7 Board Members—3 year duration President Vice President Secretary Treasurer 3 Directors/Members-at-Large • CEBS graduate • member of ISCEBS • member of local chapter • pass one CEBS exam • member of ISCEBS • member of local chapter Chapter Roles Top Priorities for Chapters 1. 2. 3. 4. 5. Networking Education CEBS Recruitment Mentoring Succession Planning Supporting the Volunteer Network • • • • • Membership Campaigns Leadership Conferences Educational Program Support Services Chapter Resource Center Staff Staff • Jennifer Mathe, GBA – email@example.com or 262-373-7683 • Linda Bielski, CEBS – firstname.lastname@example.org or 262-373-7671 • Sandy Becker, CEBS – email@example.com or 262-373-7670 • Kathy Frank – firstname.lastname@example.org or 262-786-8771 • Julie Dickow – email@example.com or 262-786-8771 – firstname.lastname@example.org Society News • Membership – Hope to reach or exceed our target of 3,600 members – Keeping It Simple efforts Online Upgrades • Online Member Profile – See recent transactions and get a receipt – Update your contact information – Manage your communication from the Society/chapters • Online Membership Directory – Find other Society members by area of interest, geographic location, designation and more – Updated in real-time 32nd Annual Symposium • September 22-25, Boston MA • Chapter meeting on Sunday, September 22 – Open to all chapter members! – Two hour workshop Open Forum • Any additional questions? Wrap-Up • Review this information (link will be emailed to all attendees) • Discuss the information with your chapter— what other information/questions might you have for the Society? • Have a safe flight to Milwaukee – Don’t forget to book your shuttle from the airport to the hotel! • See you in just under two weeks!