area 7 finance/fundraising break-out session
DESCRIPTION
Area 7 Finance/Fundraising Break-out Session. October 2009. Finance / Fundraising Break-out Session. Welcome / Session FocusJim Wilson Building a Council Fundraising PlanCraig Poland BreakAll Asset/Property Task ForceJim / Craig Questions / DiscussionsAll. - PowerPoint PPT PresentationTRANSCRIPT
Area 7Area 7Finance/FundraisingFinance/Fundraising
Break-out SessionBreak-out Session
October 2009October 2009
10.31/09 2
Finance / Fundraising Break-out SessionFinance / Fundraising Break-out Session
• Welcome / Session FocusWelcome / Session FocusJim WilsonJim Wilson
• Building a Council Fundraising PlanBuilding a Council Fundraising PlanCraig PolandCraig Poland
• BreakBreakAllAll
• Asset/Property Task ForceAsset/Property Task ForceJim / CraigJim / Craig
• Questions / DiscussionsQuestions / DiscussionsAllAll
What We’d Like to Do This Afternoon…..What We’d Like to Do This Afternoon…..
….Is Talk the Importance of Finance to a Council;
….Is Remind You of Some Key Finance Areas;
….Is Address Some Challenges and Issues;
….Is Share Some Best Practices;
….And Prepare for Solid 2010!!!
While Attempting to Address Any Concerns/Questions
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So, How Important is So, How Important is Finance?Finance?
On How Many of My 34Charts This Morning Did I
Refer to One of the “F” Words – Finance or Fundraising?
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Regional Volunteer Committee StructureRegional Director
(McChesney)
AreaDirectors
Regional President
Wilson
Regional Executive VP
Smith
VP, Council Solutions
Lenrow/Borchard
Program Impact
Cline/Borchard
Membership Initiatives
Grogg/Shepard
LeadershipDevelopment
Schroeder/Fullman
Finance Impact
Landi/Poland
Alumni Relationships NESA/Scholarships
Berg/Fullman
EndowmentDussing/Gardner
VP, Outdoor Adventure
Barbieri/Fullman
2010 JamboreeKriebel/Wiley
Outdoor Program Support
Bast/Fullman/Shepard
Order of the Arrow
Bain/Fullman
VP, MarketingSadock/Poland
Media Solutions
Oscarson/Poland
100th AnniversaryWest/Shepard
Good Turn for America
Sloan/Shepard
Special Committees
NominatingClark/Borchard
Trust FundSantoro/Borchard
MembershipStandards
Braxton/Borchard
Ad Hoc Committees
InternationalPyfer/Wiley
Learning for Life
Palmer/Shepard
Awards & Recognitions
Kernan/Kadel
Area Presidents
Regional Commissioner
Butler
Area Commissioners
Volunteers and Staff Advisors
5/22/08, 7
Area Organization Structure
AreaDirector
AreaPresident
VP, Administration/
Leadership
CouncilLiaisons
Charter Review Chair
Key Leadership Forum Chair
VP, Council Solutions
Program Support Chair
Leadership Development
YLT/Wood Badge Chair
Membership Chair
FinanceChair
Endowment Chair
VP, Outdoor Adventure
National and International
Jamborees Chair
Outdoor Program Support/Camp
Visitations Chair
Order of the Arrow
Section Advisor
VP, Marketing
100th
Anniversary Chair
Good Turn for America Chair
Ad Hoc Task Forces / Groups
(As Req’d)
Area Commissioner
Goals (Sort and Long Term)• More Centennial Quality Units, Districts, Councils, Areas, and Regions • Membership, membership, membership! (Youth and adults) • Retention, retention, retention! (Youth, adults, and units)• Financial stability and funding of councils and programs • Getting “Scouting is a Business” message across to leadership teams
Priorities• Marketing/Communications for successful councils• Best Council practices in Membership and Finance• Adult volunteer recruitment and retention• Commissioner Service focus• 2010 Celebration plans and ideas• Council Facilities and Asset Task Force results • Tracking and trends for councils (10 year window)• Region-wide Key 3 leadership focus and concept buy-in• Charter Review process and importance
10/31/09, 8
NER Goals & PrioritiesNER Goals & Priorities
HighlightsHighlights / Challenges / Challenges
• Financial Market Impacts Being Felt by Local Councils• May Not Be a Great as Initially Forecast, But Still There• Benefit/Need of Having Large Endowment with Prudent
Asset Allocation Model & Reasonable Spending Policy Being Understood
• Tough Business Decisions Need to Be (and Are Being) Made• Council Mergings, Where Most Appropriate• Closing of Several Historic and Aging Scout Camps
• Council Property/Asset Management Issues Being Addressed
• Reduced Emphasis on LFL Membership Accounting• LFL Should Not Be Considered “Discretionary”
10/31/09 10
Council Performance - Myths or Facts ?Council Performance - Myths or Facts ?
• Increasing the total # of youth in Scouting equals strong membership health
• A balanced annual operating budget equals strong financial health
• Larger Councils (Members and budget) are more likely to be successful
• Better and more camping facilities leads to increased camp attendance
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Council Performance - Myths or Facts ?Council Performance - Myths or Facts ?
• A 1:3 commissioner to unit ratio equals better unit retention
• Most council camping facilities have a positive impact to the council budget
• Councils with higher percentages of trained leaders have higher youth retention
• Effective Boards have low turnover rates
What Appears to Be WorkingWhat Appears to Be Working
• Empowering Council Leadership Model with Full Engagement of Volunteers
• Realistic and Grounded Strategic and Business Plans with Focused Discipline on Key Performance Indicators
• Effective Internal and External Communication Strategies
• Unit Health Focused Business Model
Traps to AvoidTraps to Avoid
• Borrowing Before Building
• Managing the Structure – Not the Results
• Scout Executive Dominated Decision-Making Process
• High Camping Facility Subsidies
• Poor Staff to Total Available Youth Ratios
• Protecting the Status Quo
• Gimmick-based Fundraising
A Couple of QuestionsA Couple of Questions• How many of you plan to attend (would like an invitation)
to the Gala 2010 event?– Black Tie, Feb 9, 2010, National Building Museum, Wash, DC
• Does anyone still need a 2010 NSJ position?
• How many know of Northern Tier High Adventure Base?– The 3rd, and lesser known, National HAB facility– Need to let Councils know of there is available space– 2nd Annual Wilderness Fishing Invitational, 6-10 Sep 2010
• What about the BSA Commingled Endowment Fund, LP?
• And what other “big deals” do we need to address?
10/31/09, 15
OK, So Let’s Talk Some Key OK, So Let’s Talk Some Key Finance Areas, and Some Finance Areas, and Some Challenges and Issues!!Challenges and Issues!!
There’s Good News and There’s Good News and There’s Bad News!There’s Bad News!
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The Good News!!The Good News!!• There are NO Councils in Area 7 That Still Need to
Complete and File a 2008 Council Audit
• Councils Have Held Some Great Fundraising Events Across the Region and Area
• Council Leadership Teams are Getting The Message That Scouting is a Business
• The National Finance Impact Team Is Putting Out Some Great Helps for Councils
• Updated website – www/scouting.org/finance impact• Finance Impact e-letter• Key Indicators Report• Local Council Accounting Manual• 2010 FOC Campaign Manager’s Manual• Financially Sustainable Council Plan Training and Support• Capital Campaign Feasibility Study Capability
10/31/09, 17
The Bad (Or The Bad (Or Not-So-GoodNot-So-Good) News!!) News!!
• The Economy and Current Financial Markets are Unstable
• Of the Nine Area 7 Councils, Today’s Data Would Suggest that 7 of the 9 will Have a Year-end Deficit
• A Stoplight Chart of Key Financial Indicators Projects Far Too Many Issues for Area 7 Councils
• Council Leadership Teams are Not Taking Advantage of National/Regional/Area Financial Support and Assistance
OK, That’s Enough Bad News!!
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Key Financial Indicators SummaryNER Area 7
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2009 Year-End Operating Surplus/Deficit ReportFrom Data as of 28 August 2009
10/31/09, 20
OK, So What Can We Do to OK, So What Can We Do to Ensure Our Councils Are Ensure Our Councils Are Financially Stable AND Financially Stable AND
Viable??Viable??
Any Ideas??
10/31/09, 21
Questions?? Comments??Discussion??