2. Welcome
Who came to the Alumni Tour?
• 208 (registered) brothers representing:
– 15 Crossing Years
– 36 Chapters
– 12 States
– 65 Industries
– Nearly 17 Years of Outstanding Men
5. Meet Ari
National President
University of Rochester
Vanderbilt University
University of Chicago
Background: Academia, Greek
Affairs
University of Pennsylvania
Office of Greek Affairs
6. So Where Do We Stand Today?
24 Chapters and
30 Colonies
18 States 2337 Brothers
540 active
undergraduates
5
continents, over
50 countries
We are only getting started…
7. Meet Mohsin
National Vice President- Expansion
Florida State University
Background: MIS, Finance
Small Business Owner
8. Meet Sumit J.
National Vice President- Finance
Embry Riddle Aeronautical
University
Background: Finance, Business
Administration
Venture Capital Analyst
9. Meet Sumit B.
National Vice President- Marketing
Temple University
Background:
Marketing, International Business
Small Business Owner
10. Meet Felix
National Vice President- Operations
Embry Riddle Aeronautical
University
Johns Hopkins University
Background: Computer Engineering
Work: Classified
11. Meet Tejas
National Vice President-
Undergraduate Affairs
Syracuse University
Background: Engineering
Engineer with Dematic Corp
12. Meet Dan
National Executive Vice President
University of Rochester
Vanderbilt University
Background: Sales and Marketing
Business Development
Manager, RealPage, Inc.
13. National Executive Board Retreat
• September 2012 in DC
• Facilitated by Dr. Bernard Franklin
• Represented a turning point for the team
– Do we know where we’ll be in 50 years?
– What is our vision?
– How do we turn the corner?
14. Our Mission
“To cultivate a global leadership network
founded in brotherhood and impassioned
by service to each other and our world.”
15. What Does That Mean For Us?
We Will:
• Be the destination for young men who seek to
leave the world better than they found it.
• Build the leaders of tomorrow
• Carry the brand of a global leadership network
16. The Changing World
• Globalization is dominant in all industries
• Increased need for diverse leaders
• Cultural sensitivity is needed more now than
ever before
• Competitive marketplace demands highly
skilled college graduated
17. The Next Stage in our Evolution
National
Executive
Board
Executive
Director
Board of
Directors
11 Members
1 Paid
Employee
Existing NEB
Positions
VP Alumni
Relations
VP
Membership
Benefits
18. Board of Directors
• 7 Alumni
• 3-Year, Staggered Terms
• Voting Members
• 2 Undergraduates
• Single-Year Terms
• Voting Member
• President
• President-Elect
• Non-Voting Members
• 2 Elected Positions:
• Chairman
• Secretary
19. Why the BOD?
Steering direction
of the Fraternity
Alleviate
officer
transitioning
Continuity
of vision
and skills
20. National Executive Board Additions
• Liaison to Alumni
• Event coordinator
• Alumni Benefits
• Database management
VP Alumni
Relations
• Assisting new chapters
• Guide recognition process
• Marketing materials
• Risk management and
compliance
VP
Membership
Development
21. Why the Executive Director?
Dedicated resource
Named party to our accounts
Train new officers
Conduct business during the workday
Operations background
22. Profit and Loss
F
F
F
F
F
f
Year 2013 2015 2017 2020
Dues $104,750.00 $123,456.00 $136,294.00 $181,407.31
Contributions $12,500.00 $22,500.00 $40,000.00
TOTAL REVENUE $104,750.00 $135,956.00 $158,794.00 $221,407.31
Cost of Contributions $3,750.00 $6,750.00 $12,000.00
GROSS REVENUE $104,750.00 $132,206.00 $152,044.00 $209,407.31
Insurance $35,000.00 $40,000.00 $45,000.00 $50,000.00
Membership Fees $2,700.00 $3,000.00 $3,000.00 $3,000.00
Trademark $2,200.00 $2,200.00 $2,200.00 $2,200.00
Regional Reimbursements $10,320.00 $10,750.00 $11,250.00 $12,000.00
Operations $8,900.00 $11,000.00 $13,000.00 $16,000.00
Database Platforms $4,300.00 $6,000.00 $6,250.00 $7,000.00
Convention Subsidization $6,000.00 $12,500.00 $15,000.00 $20,000.00
Part-Time ED $30,000.00 $30,000.00 $30,000.00
Marketing Budget $5,000.00 $9,000.00 $15,000.00
Alumni Association $4,000.00 $7,500.00 $10,000.00 $15,000.00
EXPENSE $73,420.00 $127,950.00 $144,700.00 $170,200.00
NET OPERATING INCOME $31,330.00 $4,256.00 $7,344.00 $39,207.31
TOTAL CASH ON HAND $31,330.00 $68,592.00 $77,792.00 $162,438.45
24. Financials
• Expenses constitute roughly 70% of total
revenue
• Largest expense is liability insurance
• Implementing new solutions to minimize costs
– Dwolla has saved over $1400
– Annual budgeting with tight controls
– Marketing designs and web development done
pro bono
• Our current model is unsustainable
26. Executive Director
• Strengthen our operations
• Conduct business during workday
• Prepare overdue documentation
– Policy and Procedure Manuals (PPMs)
– Expansion and new charter handbooks
• Coordinate change management trainings
• Enhance our perception
27. Invest in New Technology
• Salesforce.com
– Structure our records
– Gather and analyze data
– Prepare Alumni Database
• GoToMeeting
– Regular webinars with
brothers and alumni
– Remote training for chapters
– Virtual conferencing and
recording
28. Build Our Brand
• Marketing Design
– Professionally build collateral for
prospective members and chapters
– Produce compelling content
• Internet Advertising
– Ongoing SEO/SEM for target markets
• Alumni Newsletter
– Regularly distributed to alumni
29. Convention
• Focus on educational sessions
• Conduct National Elections
• Reunion for Brothers across the nation
30. Alumni Programming
• Regional alumni events
– Happy hours
– Family recreational outings
– Networking
• Enterprise applications
• Professional tools for job placement
• New partnerships
31. Better Weekdays
• Founded by Kunal Parbadia- Br. Vulcan
• Adopted by top companies, including:
– SC Johnson
• Trusted by major institutions, such as:
– Columbia University
– Kellogg School of Management, Northwestern University
• Offering subsidized assessments to donors
32. If You Want to Make a Difference…
Members Circle
$30
• Forum Access
• Alumni Newsletter
(Quarterly)
• Alumni Database
• BetterWeekdaysTM
Assessment
Benefactors Circle
$75
• Forum Access
• Alumni Newsletter
(Quarterly)
• Alumni Database
• BetterWeekdaysTM
Assessment
• Alumni Association T-shirt
Presidents Circle
$150
• Forum Access
• Alumni Newsletter with
featured ‘Thank You’
• Alumni Database
• BetterWeekdaysTM
Assessment
• Monogrammed Alumni
Association Polo
• $25 Donation to Local
Chapter
Founders Circle
$400
• Forum Access
• Alumni Newsletter with Pictured
‘Thank You’
• Alumni Database
• BetterWeekdaysTM Assessment
• Monogrammed Alumni
Association Polo
• Engraved Cuff Links
• $100 Donation to Local Chapter
Come make your contribution today!
