ISCEBS Chapter Leader Orientation

Report
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)
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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
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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
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Membership Campaigns
Leadership Conferences
Educational Program Support Services
Chapter Resource Center
Staff
Staff
• Jennifer Mathe, GBA
– [email protected] or 262-373-7683
• Linda Bielski, CEBS
– [email protected] or 262-373-7671
• Sandy Becker, CEBS
– [email protected] or 262-373-7670
• Kathy Frank
– [email protected] or 262-786-8771
• Julie Dickow
– [email protected] or 262-786-8771
– [email protected]
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!

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