CSAE1005 QX

CSAE
Colorado Society of
Association Executives
Executive Memo
Fall 2005
Inside
Building Better Year Round
Legislative Relationships
by Corky Kyle, CAE, President, The Kyle Group
2 The Silver Lining
3 In the Aftermath:
Disaster Planning
4 High-Performance
Employees
6 Member Profile:
Neil Camas
8 CSAE Annual
Conference Recap
& Photo Gallery
12 Tech Tip
15 Register for CSAE
Meetings
T
ime and time again, the most common concern that I hear from advocacy leaders
involved with associations, nonprofits, public
entities and corporations is: “Corky, how do I keep
myself, as well as our members/employees, in
touch with their legislators year round?”
The legislative process centers on relationships.
Fair or not, voters who have a strong working relationship with their legislator(s) get more attention
then those that do not. To build trust, you and
your advocates must be more than legislative “penpals.” There must be a relationship built on trust
and a personal commitment to serve as an information resource that can be counted on to provide
timely and accurate information.
The legislative process is dynamic. Change occurs.
One example is “term limits.” The enactment of
term limits has affected the way in which associations and businesses can and must interact with
legislators. Term limits has increased the advocacy
work load for all groups by compressing the time
available for building and nurturing effective relationships with legislators. Now, more than ever
relationships must be established early, nurtured
and maintained for the full term of office.
2170 S. Parker Road
Suite 265
Denver, Colorado 80231
303-368-9090
Fax 303-368-4222
[email protected]
[email protected]
www.csaenet.org
The best time to enhance your visibility and build
your credibility with your elected officials is during
the interim or between the end of the legislative
session and the beginning of the next legislative
session. There are many things that you can do to
keep you and your issues in front of the decision
makers. These can be divided into specific areas;
legislative, publicity, campaign, personal touch and
legislative staff contacts.
Do Your Homework
“Information is power.” With information you can
successfully build a long standing relationship with
any elected official. To make you a better resource,
you’ll need to research your lawmaker’s professional,
legislative, and personal interests so that you can
effectively keep in touch with your official year round.
Here is what you will need to research while doing
your homework:
!
!
!
!
!
!
!
Personal history
Legislators biography
Legislative activities
Voting record
Campaign contributions
Political background
Political philosophy
This information is easy to locate. Go to any
search engine, www.google.com or
www.yahoo.com, type in your legislator’s name
and title…and bingo, you’ll have all of the information you need. Other sites that provide information are www.vote-smart.org, www.TheKyleGroup.com and the Colorado state legislative page
at www.leg.state.co.us/.
Other ways to understand and know your legislator
is to notice his or her surroundings when you visit
them at their business or legislative office. Notice
what is on the walls? Look at awards, pictures, articles, diplomas, and certificates of appreciation
from board or commissions they have been active
Continued on page 14
CSAE
Colorado Society of
Fall 2005
Association Executives
Executive Memo
Executive Memo is the quarterly
publication of the Colorado
Society of Association
Executives (CSAE) and is provided as a benefit to members.
Submit your article by e-mail to
[email protected]. Deadline
for all material is six weeks
before issue date. Submissions
are edited and published as
space allows. Letters to the editor, suggestions, comments and
encouragement are welcomed.
Expressed opinions and statements in this publication do
not necessarily represent the
opinions of the CSAE board
of directors or its membership.
Editorial Committee
Lance Brink
Financiall Planning
Association
303-759-4900
[email protected]
Mo Goldman
ConferenceDirect
720-334-1905
mo_goldman@conference
direct.com
Mary Jordan, EdD
Internationall Electrical
Testingg Association
303-697-8441
[email protected]
Marilee Yorchak, CAE
Businesss Marketing
Association-Colorado
303-986-7611
[email protected]
Editor: Jill Ladouceur
303-804-9778
[email protected]
Publisher: Colorado Society of
Association Executives
Executive Director:
Joan Tezak, CAE, CMP
Coloradoo Societyy of
Associationn Executives
303-368-9090
[email protected]
The Silver Lining of Disaster
By Susan J. Ellis
G
iven the distressing and ever-worsening situations following Hurricanes Katrina and Rita,
many of us have our priorities rightfully
focused on helping survivors.
In just a few week’s time, the world has tilted on its
axis in ways we never imagined. Hurricane Katrina
is the worst natural disaster in the history of our
country, affecting a geographic area the size of
Great Britain and causing the largest migration of
citizens since the Great Depression.
Volunteers are the silver lining in the cloud of disaster, and that truth is certainly evident everywhere
in the United States right now. Despite all the mismanagement and confusion in the Gulf Coast rescue and relief effort, the consistently bright spots
of news reporting are what people are doing to
help one another. And, in the long term, volunteer
work in response to this crisis may bring our country together in ways we can’t imagine.
On the individual level, paid first responders have
been doing incredible, indescribable service way
beyond their normal “job”— no one can pay for
the kind of dedication, non-stop efforts, and personal risk offered by those who have been rescuing
thousands of people stranded by the flood and
destruction. It may not be accurate to refer to this
as “volunteering,” but it sure is both voluntary and
heroic.
Ordinary people who dropped everything to
help—volunteers by any definition—are doing an
amazing range of work both in direct relief at the
site of the disaster and in cities across the nation.
The most obvious, and some less visible, tasks volunteers are tackling right now include:
! Team members under the direction of the
American Red Cross, Salvation Army, and the
other formal relief organizations to receive
evacuees, distribute emergency food, water,
bedding, and clothing, offer caring/friendly
support; etc.
! Private citizens who didn’t wait for the government or national nonprofits and instead
Page 2
used their own money and supplies to help
whomever they could locate in affected areas.
On a larger scale, there are countless examples
of private groups reaching out to counterparts
in Alabama, Louisiana and Mississippi, such as
volunteer fire companies in the north locating
a fire company that was flooded out and sending truckloads of goods specifically to their
colleagues in need.
! People in all 50 states who are opening their
homes to evacuees, whether with a spare bedroom, a clear garage, or even a living room
sofa. This numbers in the thousands. Move
On.org started the web site www.hurricane
housing.org to facilitate the matching of
available beds to people in need and already
have 150,000 beds offered. This particular
form of service is remarkable for the leap of
faith required to open one’s home to a
stranger for an unknown amount of time (and
without reimbursement).
! Animal lovers who are searching for lost and
abandoned pets in the rubble, setting up shelters and adoption programs for these small
victims, too. This includes attempting to
reunite pets with owners scattered far and
wide.
! Evacuees are currently being shuttled to large
shelters in other states, most notably the Houston
Astrodome. There are literally thousands of volunteers doing everything from welcoming newcomers and distributing personal items, cooking
and serving meals, running youth programs, providing medical and counseling care, and more.
Volunteers with the Houston-based nonprofit,
Technology for All (www.techforall.org), which
“uses technology as a tool to empower and create
opportunities for under-resourced communities”
immediately set up an Internet center in the
Astrodome to allow shelter residents to contact
loved ones online and other necessary tasks. Just
read the blog from a volunteer at http://texas
ctcs.blogspot.com/ for insight into this effort.
Continued on page 13
CSAE
Colorado Society of
March
Fall
2005
2004
2003
Association ExecutivesExecutives
Colorado Society of Association
In the Aftermath: How Can I Help?
by Jill Anne Ladouceur, Editor
T
he devastation left by Hurricanes Katrina and Rita has touched each of us,
whether directly by the storm or watching in horror as people fight for their homes,
livelihoods and lives. In the aftermath of
Hurricane Katrina, many of us are left feeling helpless and wondering “How can I
help?” Here are ways you can help now:
! You should keep a low balance or zero
balance credit card. There may not be
access to cash from the bank right away
and a credit card with a healthy credit
cushion could be invaluable. You should
use it only for necessities such as food,
shelter, gasoline and medical supplies.
The government and other agencies are
scrambling to get people the assistance that
Continued on page 10
go
e
w
! Volunteer to help by housing disaster
victims, rebuilding communities or a
host of other opportunities. Learn more
by visiting USA Freedom Corps web site
at www.freedomcorps.gov.
! Donate your time, money and/or blood
to the American Red Cross—www.red
cross.org.
! Post your job availabilities at www.job
search.org/katrinajobs.
Hurricane Katrina Government
Resources
Post-Disaster Planning
When
you come
to the mountains
you expect big things
We have more for
your meeting pleasure
than any resort
in Breckenridge
If you or someone you know is affected by a
disaster, natural or otherwise, here are some
first steps to help cope:
! Locate a safe shelter or temporary housing.
! Notify your insurance company of any
loss and request advice on emergency
repairs.
! If you are low on cash or need shelter,
contact the American Red Cross and the
Federal Emergency Management
Agency (FEMA). You may also want to
apply for local/state/federal grant programs.
! If you are injured, you should notify
your employer immediately. You may
need to file for employment/unemployment insurance claims.
! Establish an emergency budget. You
may need to revise your household
budget and make necessary adjustments
during the recovery period.
! Contact the IRS or a tax advisor. Determine if you can delay filing any tax
returns or deduct lost property.
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CATERING FROM FUN TO FORMAL
RETAIL & SPORTS SHOPS
EXERCISE FACILITY · MUSIC FESTIVALS
TOWN SHUTTLE · FREE PARKING
800.288.1282
Page 3
D
www.beaverrun.com
CSAE
Colorado Society of
Fall 2005
Association Executives
Board of Directors
President
Ralph Johnson
Colorado and Denver Veterinary Medical
Association
303-318-0447
[email protected]
President-Elect
Bruce Boynton, CAE
National Honey Board
303-776-2337 ext 17
[email protected]
Vice President
Lois A. Rice, CAE
Colorado Gaming Association
303-237-5480
[email protected]
Secretary-Treasurer
Nelson E. Fabian
National Environmental Health Association
303-756-9090 ext 301
[email protected]
Past President
Sam Albrecht, CAE
[email protected]
Directors
Jeffrey W. Arnold, MAM
Association Services Management Company
970-887-0835
[email protected]
Tom Cooper, CAE
AORN—Association for PeriOperative
Registered Nurses
303-755-6300 ext. 253
[email protected]
Liz Couture-Ludwig
Construction Industry Training Council
303-893-1500
[email protected]
Gary J. Cummins
Colorado Dental Association
303-740-6900 ext 106
[email protected]
Richard S. Harter, CMP
Harter Marketing Solutions
970-282-1355
[email protected]
John W. Hess, Ph.D.
The Geological Society of America
303-357-1039
[email protected]
Stan Orr, CAE
Non-Profit Resources Inc.
970-945-1478
[email protected]
Linda Schafer
GL Specialties
303-456-9035
[email protected]
Executive Director
Joan Tezak, CAE, CMP
Colorado Society of Association
Executives
303-368-9090
Fax: 303-368-4222
[email protected]
High-Performance Employees Through a Culture of Trust
by Ed Rigsbee, CSP
I
’ll never forget the warmth of the desert sun the
day that I was told I did it all wrong. No training, but high expectations in assuming that I
knew the difference between oil and water based
paints.
Yes, when I was about 7 years old, my older sister
and her husband took me for a weekend trip to the
desert house of my brother-in-law’s father. I was
excited to be helpful on the warm Saturday morning. The father assigned me the task of opening up
several partially used cans of paint and combining
like colors in single cans.
When I finished the chore, I was quite pleased with
myself. The father checked my work and became
angry and agitated. He realized that I had mixed
together the water based and oil based white paints.
I did not understand the difference in paint bases.
He proceeded to tell me that I was a bad boy and
could use a spanking.
You might be thinking,“Gosh—the father should
have instructed the 7-year old a little bit better as to
the expectations of the job and offered a degree of
training.” I agree with you whole-heartedly. Funny
thing is, adults do the same to other adults quite
frequently in the work place.
In most businesses, training and trust (T&T) makes
the difference between high-performance employees and just average employees. This is also evident
in seemingly productive environments. Even if
your business had a 20 percent increase last year,
do you know for a fact that your increase shouldn’t
have been 25 percent?
Developing a culture of trust must be done on a
solid foundation of comprehensive and effective
employee training. In all too many companies, I’ve
seen the culture of employee training akin to that
of throwing a child in the pool and expecting that
child to swim to the safety of the pool’s edge all by
themselves. You know what I mean, hiring an
employee and giving them just enough knowledge
to bumble along and figuring that in time, they will
catch on. In a recent interview, the folks at Dell
Computers even admitted that that’s how they did
it in their early days.
Why not take the time and train your employees
well from the start? Is it because you do not have a
methodical system for training that you can replicate accurately? This would be my first guess. Is it
because you are just too darn busy? Is it because
you never gave it much thought? Whatever the reason, understand that when employees are not
trained well, there is the tendency among supervisory personnel to frequently check up and second
guess the work of those under their charge.
This exemplifies mistrust.When a supervisory or
management person goes behind the employee,
especially a veteran, and either supplements or
changes the work or a completed task of an
employee, what they are really saying to the
employee—and saying it loud and clear is—“I
don’t trust you.” If by word or deed, you say too
frequently to an employee, “I don’t trust you.” The
employee will eventually become demoralized and
abandon any emotional ownership that they might
have in the success of the enterprise. The result
will be just another mediocre employee, that management considers easily replaceable.
Supervisors then find themselves babysitting
employees rather than seizing the opportunities for
Continued on page 5
Training well, and then trusting your employees is the key to high
productivity.…This will develop a culture of trust. And, in a trusting workplace,
employees have a greater emotional ownership in the success of the enterprise.
Page 4
CSAE
Fall 2005
High-Performance Employees
Continued from page 4
productivity increases and/or resource savings. It all spirals into a culture of mistrust
between employees and supervisors and
management. The result being lost productivity, even if there might be productivity
increases—just not the level of increases
possible.
Colorado Society of
Association Executives
And, in a trusting workplace, employees have
a greater emotional ownership in the success
of the enterprise. !
Ed Rigsbee, CSP, is the author of PartnerShift,
Developing Strategic Alliances and The Art of
The solution is to develop a culture of
trust upon the foundation of comprehensive and effective training. Answer for yourself a few questions about how your organization operates.
1.
Can your training system be replicated
from supervisor to supervisor and from
department to department?
2.
Is your training system in writing?
3.
Do you have metrics for measuring the
effectiveness of the individuals that
train new employees?
4.
Do you have a periodic (one week, then
one month, then six months) follow up
system or mechanism for new employees to offer feedback on how well they
feel they were trained to do the required
job?
5.
Do you have a bi-annual system for
employees to rate their supervisors?
6.
Are supervisors aware that when they
do things, change things, and/or supplement things behind the backs of
employees, they are telling other
employees, by deed, that they don’t trust
them?
T&T is the answer! Training well, and then
trusting your employees is the key to high
productivity. That does not mean you cannot check up on employees, by all means it
is prudent to do that. But don’t do it behind
their backs. If an issue is uncovered, go
directly to the employee and re-train and reeducate. This will develop a culture of trust.
Page 5
Partnering. Rigsbee has over 1,000 published articles to his
credit and is a regular keynote presenter at corporate and
trade association conferences across North America. He
can be reached at 800-839-1520, [email protected], or visit
www.rigsbee.com.
CSAE
Fall 2005
Colorado Society of
Association Executives
Part 3: You Know You’re
From Colorado When...
! You go anywhere else on the
planet and the air feels “sticky”
and you notice the sky is no
longer blue.
! You consider a three-piece suit to
be a pair of shorts, a sweatshirt
and Birkenstocks.
! You see your East Coast relatives
now more than when you lived
there.
! You can run up 10 flights of
stairs without huffing and puffing.
! You’ve stood on solid ground and
looked down on an airplane in
flight.
! You know what the “Peoples
Republic of Boulder” means.
! You’re a meat-eating vegetarian.
! You’ve been tear gassed in a riot
to celebrate your local sports
team’s victory.
! You can drive over a 12,000 foot
pass in 4 feet of snow, but can’t
get to work if there are 4 inches
of snow.
! You know the correct pronunciation of Buena Vista.
! Your car insurance costs more
than your car.
! You have surge protectors on
every outlet.
! You know that April showers bring
May blizzards.
! You see someone riding a Harley
in a snowstorm and you look closer to see if it’s anyone you know.
Member Profile: Neil Camas, Snowmass Resort
Association
by Mo Goldman, ConferenceDirect
N
eil Camas has been national sales manager at Snowmass Resort since 1984
and a CSAE member for the past twenty years. During his first 15 years, he claims to
have missed only a few monthly meetings (not
bad, since it’s a 4-hour drive) and he always
attends the CSAE Annual Conference. I
caught up with him in Fort Collins this past
June, at the CSAE Annual Conference.
Born in Sherman, Texas and raised on
Long Island, he considers himself an Army
brat, as his father was a flight instructor. Neil
attended Hofstra University on Long Island
earning a bachelor of arts degree in marketing and advertising. Immediately after graduation, he was drafted and served seven years
as an army helicopter flight instructor—two
of those years, were spent in Vietnam as a
Medivac (medical evacuation) pilot and combat assault pilot. After leaving the Army he
went back to school to obtain a second
degree, a BA in child psychology.
In 1972, Neil moved to Denver and a
year later moved to Aspen/Snowmass. There
he was partner in a ski and raft photo business
and a charter pilot for Murnane Aviation,
based in Aspen. In 1979, he married his longtime girlfriend Melody, who works as a special
education teacher. Yearning for children, Neil
always remembered his time in southeast Asia
and went back and adopted two children from
Korea. Son, Darren, now a 21-year old, is a
senior at Azusu Pacific University in California. And, daughter, Tiffany, age 19, is a sophomore at Baylor in Texas.
Snowmass was developed in 1968 and is
currently undergoing a major renovation, due
to be completed in six years. The renovated
Snowmass Village Conference Center is just
one of many exciting improvements planned
for Snowmass Village. Last year, golfers
christened a newly designed golf course. A
new Westin Hotel and the new Snowmass
Base Village will eventually add more than
94,000 additional square feet of shopping
and restaurants—a real treat for visitors.
Page 6
The current conference center boasts 25,000
square feet of meeting space and can accommodate up to 1,100 people. Neil has been a
member of the Snowmass Mountain Rescue
Team for the past 18 years. He either bikes or
hikes every day to Sam’s Knob in Snowmass.
Moved by his Vietnam experiences, he has
volunteered as a disabled ski instructor with
the Disabled American Veterans and the Veterans Administration and helped raise money
to sponsor the younger disabled American
Veterans from Iraq to attend the National
Disabled Winter Sports Clinic, which has
been located in Snowmass for the past seven
years.
What does Neil want to be doing post
retirement…“ I want to sell real estate for
Aspen Land and Home.” Oops, did I forget
to mention that he already sells real estate on
the weekends, now? And if you want to have
your next meeting in Snowmass, you can
reach Neil at 1-800-598-2006 or
[email protected]. !
Mo Goldman is national account manager for
ConferenceDirect, specializing in site selection for meetings.
She has been on the CSAE Communications Committee,
writing the member profile column and other articles for
CSAE Executive Memo for the past four years.
Here, groups can venture from a canyon hike, to
a rafting trip, to a winemaker’s dinner. Rocky
Mountain scenery, year-round golf and over a
dozen wineries offer groups a creative mix. And for
your meeting pleasure we have 72,000 square feet
of space, 1,000 first-class rooms and spectacular
sunsets every day.
800.962.2547 | 7 4 0 H O R I Z O N D R I V E | G R A N D J U N C T I O N , C O 8 1 5 0 6 |
G R A N D
J U N C T I O N
V I S I T O R
&
C O N V E N T I O N
Grand Junction
A great place to stay...
A great place to meet!
Downtown Difference!
• 292 Guest Rooms
• 8500 sq. ft. of
Meeting Space
• Catering from 5-450
• Fitness Center
• Holidome Indoor
Recreation Center
• Indoor and Outdoor
Pools/Hot Tubs
755 Horizon Drive
Grand Junction CO 81506
www.holiday-inn.com/grandjunction
Reservations: 1-888-489-9796
Phone 970-243-6790
· In the historic Downtown
Shopping Park
· 100 retail stores
· Dining and theater
· Museums and parks
· 150 Rooms and suites
· 27,000-square feet of meeting space
· Catering for up to 2,000 people
Hampton Inn and Hawthorn Suites and
Two Rivers Convention Center
Downtown Grand Junction
225 Main Street, Grand Junction, CO
800-922-3883 www.grandjunctionhamptoninn.com
www.visitgrandjunction.com
B U R E A U
CSAE
Colorado Society of
Fall 2005
Association Executives
Annual Conference: A Magical Adventure
Held June 16–18, 2005 at the Fort Collins Marriott
F
rom the kickoff reception to the closing
luncheon, the Fort Collins Marriott in
conjunction with the Hilton Fort
Collins and Fort Collins Convention and Visitors Bureau provided attendees of CSAE’s
Annual Conference with a dazzling new look
of Fort Collins. Both the Fort Collins Marriott and Hilton Fort Collins have undergone
major renovations. Proudly showcasing their
new look, each property rolled out the red
carpet treatment for attendees. Completing
the experience New Belgium Brewing Company and the Fort Collins Events Center provided a glimpse into what makes Fort Collins
special in entertainment and atmosphere.
This year’s theme of “A Magical Adventure in
Association Leadership” provided attendees
with three separate tracks—one track focusing
on sales, another on service, and a third on
CEO issues and concerns. Two days of
jammed packed training were provided that
could be immediately implemented into association life. Many thanks to our presenters:
! Professional consultant and trainer
Nancy Noonan, Artful Solutions
! Don Cooper
! Jeannette Siebly, SeibCo, LLC
! Rob Bean, Burns Marketing Communications
I think you [the CSAE education committee] need to take a deep bow.
You were wonderful to work with and creative beyond words. Thanks for
having such great insight on topic areas and leading discussion in key
areas. Thank you [JT and Cheri] and the education committee for
another excellent Annual Conference! I picked up several excellent tips to
keep our association moving forward and it was time well spent. I’ve
learned I cannot afford to miss a CSAE Annual Conference.
Tom Peterson, Executive Director
Colorado Asphalt Pavement Association
Page 8
! Julia Hubbel, The Hubbel Group
! Brooke Greedy, Creative Strategies
Group
! C. Diane Matt, CAE, Women & Engineering Programs and Advocates Network
! Christine Bumgardner, Center for
Financial Training
! Gary Cummins, Colorado Dental Association
! Meghan Pfanstiel, Colorado Manufactured Housing Association
! Tim Jackson, CAE, CMP, Colorado
Auto Dealers Association
! Lance Brink; Financial Planning Association
! Harry Damm, Beaver Run/Manor Vail,
Deer Valley, PREMIER Resorts
! Gary Leeper, Interactive Management
! Judith Robinson, CAE, Leadership Professionals
! Carla Pacheco, CMP, SMACNA Colorado
! Mary Dilworth, Colorado and Denver
Bar Association
Christine Bumgardner, president and CEO,
Center for Financial Training and Paula Wallace were this year’s conference co-chairs.
Judith Robinson, Ph.D., CAE, Carla Pacheco,
Continued on page 9
CSAE
Fall 2005
Colorado Society of
Association Executives
Annual Conference Photo Gallery
Annual Conference Recap
Continued from page 8
SMACNA Colorado, Jeannette Siebly, SeibCo, LLC, and Lisa Mull, Aurora Chamber
of Commerce planned and implemented
this year’s theme, “A Magical Adventure in
Association Leadership.”
The 2006 Conference is scheduled for June
14, 15 and 16 in Grand Junction, Colorado.
Mark your calendars today for what looks
to be another very successful event that
will blend association training with business
and pleasure. You’ll be able to sample Colorado’s wines, enjoy harvest treats, golf,
and view special crafts from local artesians.
We will provide attendees with well known
speakers and programming guaranteed to
help provide ROI for CSAE member
organizations. !
Page 9
CSAE
Colorado Society of
Fall 2005
Association Executives
Disaster Survival Notebook for Your
Association
by Bob Harris
It makes all of us uncomfortable knowing
that many of our Gulf Coast association
colleagues have experienced flooding or
destroyed offices. Rita and Katrina prove
a point—disasters occur every day.
Whether it is a flood, fire, earthquake, tornado, broken water pipe, or death, there is
a way to minimize the delay in restoring
operations.
The Red Notebook on the Shelf—Create a
single notebook that houses the critical
documents for your organization. Teach
staff to grab the notebook when a disaster
appears imminent. Keep copies of the
same notebook at the executive director’s
home and a copy with your CPA.
By protecting the key operating documents, such as the IRS Letter of Determination, bylaws, and financial statement, it
will be possible to relocate and rely on
those documents to get up and running.
Without them, you will spend months trying to restore and replace them. The notebook should contain copies of these critical documents:
!
!
!
!
!
!
!
!
!
!
!
!
!
Articles of incorporation
Bylaws
Sales tax license and/or exemption
Current rosters of board and staff
Policy manual
Insurance policies
IRS information returns for 3 years
(Form 990)
IRS Letter of Determination
IRS application for exemption (Form
1023 or 1024)
Current budget and financial statement
Back up disc to computers or list of
members
Software license copies
List of passwords (optional)
Bob Harris, CAE, offers tips and templates for better association management at www.nonprofitcenter.com.
How Can I Help?
Continued from page 3
they need. Here are some programs that
are being put in place to help those affected by Hurricane Katrina:
! Survivors can register for emergency
financial assistance from the American
Red Cross, 24 hours a day, by calling
toll-free 1-800-975-7585.
! FEMA is accepting applications for
assistance at 1-800-621-FEMA (3362)
or online at disasteraid.fema.gov.
! Visit the FEMA web site—
www.fema.gov—to learn how to get
assistance in the following areas: basic
aid, workers/business aid, student aid,
banking, legal and insurance aid, medical aid, social and government aid
and flood insurance.
! The Internal Revenue Service
announced special relief for taxpayers
in the Presidential Disaster Areas
struck by Hurricane Katrina. Learn
more at www.irs.gov.
! The U.S. Small Business Administration is ready to assist in the rebuilding
efforts. Contact the Small Business
Administration at www.sba.gov.
Jobs are lost, homes are destroyed, lives
were taken—but the spark of southern
spirit lives on. Do what you can to help
hurricane survivors. Offer a place to rest, a
meal, a shoulder. Give to the American
Red Cross or other organizations and help
rebuild the lives of our friends, families
and colleagues in the south. !
Jill Anne Ladouceur is editor of Executive Memo and
can be reached at [email protected]. Special thanks to
the Financial Planning Association (www.fpanet.org)
for providing disaster planning tips.
Disaster Planning 101 for Finances
To help you prepare for a disaster,
here are some items to consider:
1. Are you properly insured?
2. Do you have available loan
sources?
3. Are people informed of
important documents and
their location?
4. Set up and maintain a binder
with key information and
store it in an evacuation box
that is fireproof, lockable and
light enough to grab quickly
in an emergency. Also, have
a trusted friend keep a copy
of the binder for you. The following information should be
readily available:
! Birth, death, marriage certificates
! Divorce decrees with all relevant
settlement information
! Location of wills, trusts and any
power of attorney information
! Advanced healthcare directives
! Adoption papers, if applicable
! Key identification numbers,
including driver’s license, passport and employee identification
data
! Recent bank and brokerage
statements
! Detailed funeral and burial wishes
! Location of cash that may be
used to handle emergency
expenses
Continued on page 11
Page 10
CSAE
Fall 2005
Disaster Planning 101
Continued from page 10
! Recent medical records that
may be good to have on
hand if the individual is incapacitated
! Copies of residential deeds
and mortgage data
! Car title, lease, loan information and license plate data
! All insurance policy (health,
disability and life) and agent
contact information
! Photocopies of credit and
debit cards, front and back
(displaying the individual’s
signature)
! A current copy of the individual’s home financial software
program reflecting up-todate financial data
! The locations for all critical
paper documents and stocks
and bonds
! Where safe-deposit, lockbox
and filing cabinet keys are
! Contact information for the
individual’s human resources
department at work
! Location of tax returns for
the last three years
! All relevant contact numbers
for executors, financial advisers, trustees, guardians,
attorneys and any other pertinent individuals
! All user IDs and passwords
for online accounts, including
access to computer
! Guidelines on what to do
about orphaned pets, including set plans for who will
adopt them and pay for their
care
Colorado Society of
Association Executives
How is your association helping relief efforts?
Please share how your association and/or members are helping
victims of Hurricane Katrina and Rita. Send your response to Jill
Ladouceur at [email protected].
Page 11
CSAE
Colorado Society of
Fall 2005
Association Executives
Tech Tip: Watch Out for E-Mail Phishing Scams
by Tim Blum, Rocky Mountain Electrical League
A
technique that has gained in popularity
has been dubbed “phishing.” These
scams prey on a person’s willingness to
divulge personal information to companies
they’ve already built relationships with.
Crooks create convincing e-mails that
appear to be sent by reputable companies
like eBay, PayPal, AOL, Earthlink, and
Citibank. The e-mails contain company
logos and professional graphics in order to
fool unsuspecting recipients. They provide
some justification for why the company
needs to update or confirm account information. Sometimes the e-mail contains a
form to enter that information. Other times
a link is given to a look-alike page that asks
for everything from Social Security numbers
to credit card information.
The web address of these dummy sites is
usually similar to the actual URL, sometimes
only a letter or two off. Most wouldn’t notice
that the site they are on is a fake. The e-mails
also come from convincing addresses like
support@ billing-ebay.com. Since the perpetrators of the “phishing” scam are located
outside of the United States, the operation is
difficult to shut down and the criminals are
rarely prosecuted.
great caution. If it appears legitimate, confirm
the e-mail is valid. Instead, contact the company over the phone to validate the account
request. Avoid e-mailing personal and financial
information. Review credit card and bank
account statements online or as soon as you
receive them to determine whether there are
any unauthorized charges.!
Tim Blum is communication director at Rocky Mountain
Electrical League. He can be reached at
[email protected].
Most reputable companies won’t make
requests for account information over e-mail.
Any such requests should be examined with
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Page 12
CSAE
Fall 2005
Colorado Society of
Association Executives
Silver Lining
Continued from page 2
! Similarly, dozens of cities large and
small are preparing to take in groups of
displaced citizens. As just one example,
in Philadelphia two school buildings slated for closure are being refurbished for
several hundred temporary residents—
the city is authorizing and funding much
of this, but it’s volunteers who are doing
the bulk of the work.
! The Katrina crisis is indisputably the perfect opportunity for churches, mosques,
temples and synagogues to express their
humanitarian beliefs. And indications are
that they are rising to the challenge in a
big way. Inter-denominational cooperation is mobilizing thousands of volunteers to assist with relief work and—perhaps more importantly—to commit to
longer-term assistance to help evacuees
who wish to resettle in the new community find jobs, and permanent housing.
This is all an immediate response to a “clear
and present” need. But the work will literally go
on for years. It’s a Herculean effort that’s not
for the faint-hearted. Yet it’s exactly what is
best about a democratic society: the ability and
the will of its citizens to work together for the
common good. We’ve often forgotten this in
the midst of dispute and turmoil, but times like
these remind us that we have more in common
than not. We’ll need some distance from today
to see and evaluate the ultimate results of this
tragic situation, but let’s be mindful of the
good that might come out of all this.
bers will find citizens now willing to tutor
and give other support to all students.
! Maybe…people who were comfortable in
their closed communities will discover,
through volunteer relief work, that all
people share common needs and emotions, whether of different races, educational levels, employment histories, or
other ultimately superficial differences.
Our deepest concern goes to all who are
involved in this remarkable national effort.
Volunteers got there first, are there now, and
will be there through the coming months and
years. Count on it. !
Susan Ellis is with Energize, Inc., an international training, consulting and publishing firm specializing in volunteerism. Visit her web site at www.energizeinc.
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Page 13
DAY 3
CSAE
Colorado Society of
Fall 2005
Association Executives
Legislative Relationships
Continued from page 1
with. This will provide more personal details and tell you a lot
about the individual. This will
help you establish a common
bond between you and your
elected official.
Establish a Common
Bond
The very basis of legislative
advocacy (contact by constituents) continues to be one of
the most effective strategies for
building political clout and support in the legislature.
Good advocacy depends on
strong relationships. Advocates
build a rapport with their legislators by educating, supporting,
and participating with the legislators that affect the community
they represent. Advocates with
solid ties to their elected officials
enable their officials to be better
prepared to represent the views
and wishes of their constituents.
Advocacy begins at home and
here are some ways to get it
done. There are five areas in
which a constituent, during the
interim, can enhance their advocacy role with their legislator.
They are legislative, publicity,
campaign, personal touch, and
legislative staff contacts. Here is
what you can do in each.
crowd that competes for
their time.
! Identify yourself and your
areas of expertise on your
issues
! Send a note recognizing the
receipt of an award or
honor by the legislator
! Know your legislator’s point
of view on your issues
! Have employees write thank
you notes for things done
well. Legislators receive very
little recognition when they
do something well. A thank
you note goes a long way.
2. Legislative Publicity
One of the keys to re-election is
making sure everyone knows
your legislator’s name and their
achievements. Helping your legislator receive positive publicity
is incredibly valuable and will pay
you big time dividends. Here are
several ideas to obtain this goal:
! Present a legislative award
for accomplishments
! Letters to the editor recognizing activities of your legislator
! Post comments of legislators on the organization’s
web site
! Post comments of legislators to organization’s blog
! Ask legislators to write a
column for your newsletter
career. One of the best qualities
about legislators is that they
don’t forget where they came
from and who helped them
achieve their goals.
! Assist with legislators campaign planning
! Work on the legislators campaign
! Assist with campaign mailings
! Work on a telephone bank
! Attend events hosted by the
legislator
4. Legislative Staff
Don’t forget the staff of your
elected official. Staff plays a critical role in facilitating access and
distribution of information to
the lawmaker. These special people merit the same attention and
treatment given to lawmakers.
The methods for interacting with
lawmakers are virtually the same
with staff. Find out everything
you can about them and structure your relationship building
accordingly.
! Get to know the members
of the legislators staff
! Visit with their staff at their
capitol office
! Get to know the legislative
interns
! Invite staff to organizational - association functions
! Invite staff to fundraisers
5. The Personal Touch
1. Legislative
3. Campaign Activities
Your legislator deals with hundreds of issues every year. He or
she will have more than one
interest which reflects their constituent’s representation. Therefore, be supportive, when possible, of other legislative goals and
you will be miles ahead of the
It has been well researched and
documented that state legislators
consider campaign volunteers to
be the most influential type of
constituent, ranking only behind
family members and personal
friends. Campaign volunteers
have invested in the lawmaker’s
Nothing goes as far as using the
“personal touch” to help build a
meaningful relationship with
your lawmaker. You are proud of
your organization and want to
show your lawmaker the contribution your organization makes
to his district. Take time and add
Page 14
the personal touch when building your relationship.
! Company visits
! Send thank you notes for
appreciation of legislative
actions
! Write articles about your
legislator
! Know your legislators political philosophy
! Ask them to be a speaker at
a business function
Building relationships requires a
personal commitment to make
every effort to get to know your
elected officials. It requires hard
work and a time commitment to
establish a working relationship
with your elected official. As
with anything that is worthwhile,
with commitment comes a
reward. You will be rewarded
with increased influence and status. Your issues will receive
greater attention and the public
policy of the state will be
enhanced. Don’t delay, start
building today! !
Corky Kyle, CAE, is the president of The
Kyle Group a full service advocacy firm
and The Kyle Management Group a full
service management group. Both companies
are committed to providing the best in association advocacy and association management along the Front Range. Corky had
been involved in association advocacy and
management for over 25 years and is a recognized leader in both fields. He is the
author of the “Advocacy Road Map
Series” which is a series of advocacy publications designed to help associations with
their advocacy efforts. To contact Corky
with your advocacy and association questions please go to www.TheKyle
Group.com or call 303-302-1109.
CSAE
Colorado Society of
Association Executives
2005/2006 CSAE Meeting Registration
Name(s) _____________________________________________________________________________________________________________
Association/Company ____________________________________________________________________________________________________
Address______________________________________________________________________________________________________________
City, State, ZIP _________________________________________________________________________________________________________
Phone___________________________________________________
Fax ______________________________________________________
Upcoming Meetings:
November 3, 2005: On Being Influential
$30/member
$35/nonmember
December 2, 2005: Holiday Party
$30/member
$35/nonmember
January 13, 2006: Luncheon
$30/member
$35/nonmember
February 3, 2006: Luncheon
$30/member
$35/nonmember
March 2, 2006: Luncheon
$30/member
$35/nonmember
April 7, 2006: Luncheon
$30/member
$35/nonmember
May 4, 2006: Luncheon
$30/member
$35/nonmember
June 2, 2006: Luncheon
$30/member
$35/nonmember
July 14, 2006: Luncheon
$30/member
$35/nonmember
August 3, 2006: Luncheon
$30/member
$35/nonmember
September 8, 2006: Luncheon
$30/member
$35/nonmember
October 6, 2006: Luncheon
$30/member
$35/nonmember
November 2, 2006: Luncheon
$30/member
$35/nonmember
December 1, 2006: Holiday Party
$30/member
$35/nonmember
Total amount due $______________
Payment:
Check
AMEX
Visa
MasterCard
Name ___________________________________________________Number ________________________________ Exp. Date ____________
Register today by fax 303-368-4222, online at www.csaenet.org,
or mail to: 2170 S. Parker Road, Suite 265, Denver, Colorado 80231
Page 15
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