NEW MEMBERReference Guide

The Economic Club of New YorkEmpire State Building350 Fifth Avenue, Suite 5010New York, NY 10118212-947-7738

TRUSTEES AND OFFICERS

The Economic Club of New York is a nonprofit, nonpartisan, organization dedicated to the promotion of the study and discussion of social, economic and political questions. For more than a century, the Club has served as the premier public forum for thought leaders of the United States and the world, to express a diverse set of views and opinions in a free and open environment. By embracing and promoting free expression of diverse

views and opinions, the Club effectively acts as a catalyst for innovation in thought and ideas impacting social, economic and political issues facing society.

MISSION STATEMENT

2/26/20

OFFICERSCHAIR Marie-Josée Kravis, Senior Fellow, Hudson Institute, Inc.

VICE CHAIR Peter Henry, Dean Emeritus, W.R. Berkley Professor of Economics & Finance, NYU Leonard N. Stern School of Business

VICE CHAIR Michael O'Neill, Retired Chairman, Citigroup, Inc.VICE CHAIR John C. Williams, President & CEO, Federal Reserve Bank of New York

PRESIDENT Barbara Van AllenSECRETARY Edward Cox, Retired Counsel, Patterson, Belknap, Webb & Taylor LLP

TREASURER Rachel Moore, President & CEO, The Music Center, The Performing Arts Center

TRUSTEESFrank Brosens, Principal & Founder, Taconic Capital Advisors, LPJoyce F. Brown, President, The Fashion Institute of Technology

Mark Gallogly, Managing Principal, Centerbridge PartnersJohn Hess, Chief Executive Officer, Hess Corporation

N. Gregory Mankiw, Robert M. Beren Professor of Economic, Harvard UniversityDeanna Mulligan, CEO, The Guardian Life Insurance Company of America

Daniel Neff, Partner, Corporate, Wachtell, Lipton, Rosen & KatzJohn Paulson, President, Paulson & Co., Inc.

Charles Phillips, Chief Executive Officer, Infor Inc.Rebecca Quick, Anchor, CNBC

William Rudin, Vice Chairman & CEO, Rudin Management Co., Inc.Dan Schulman, President & CEO, PayPal

Robert Steel, Chief Executive Officer, Perella Weinberg PartnersJulie Sweet, Chief Executive Officer, Accenture

Craig Thompson, President & CEO, Memorial Sloan Kettering Cancer Center

Dear New Member,

It gives me great pleasure to welcome you as a Member of The Economic Club of New York, the premier forum for discussion on a wide range of issues facing New York City, the United States and the world. On behalf of the Board of Trustees, the Membership Committee, the Members, and me, we are thrilled to have you and look forward to sharing with you the full benefits of Club membership.

The Club was founded in 1907 and is nonpartisan, nonprofit, promotes no agenda and takes no sides on issues, encouraging speakers and Members alike to engage openly in thoughtful discussions. We have been honored to host Presidents, Heads of State, Supreme Court Justices and other speakers who are experts in their respective fields and who drive the conversations that shape the future.

This Reference Guide is part of our onboarding efforts to ensure all new Members take full advantage of membership from the start. In addition to being a Club Member, there are several other levels of involvement including Centennial Society, President’s Club and Chairman’s Circle. See page six for more information on membership participation levels.

We look forward to seeing you soon at an upcoming event.

Most Sincerely,

Barbara Van Allen, President

WELCOME

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TABLE OF CONTENTS

GENERAL MEMBERSHIP INFORMATION

Barbara Van Allen, President212-947-7566 bvanallen@econclubny.org

Gina Feazelle, Director of Membership & Marketing212-947-7665 gmfeazelle@econclubny.org

Lauren Baer, Director of Events212-947-7735 lbaer@econclubny.org

Beth Berry , Controller212-947-7933 eberry@econclubny.org

Office Number: 212-947-7738Office Fax: 212-947-7118Lockbox address for check payments: P.O. Box 21193 New York, NY 10087-1193

CONTACTS

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General Membership Information Page 5

Centennial Society Information Pages 6-7

The Fellows Program Page 8

Event Information Pages 9-10

Member Portal Guide Pages 11-16

Pricing Page 17

GENERAL MEMBERSHIP INFORMATION

Club events are held at private clubs, hotels and other venues throughout Midtown. Members are encouraged to invite as many guests to events as desired and are not required to be in attendance with the guests. These guests could include colleagues to encourage fresh intellectual communication, employees to promote professional insight, current or potential clients. Dues are electronically billed annually for the beginning of the calendar year. Members must pay annual dues prior to purchasing tickets to events.

As a new Member, you have access to the confidential information of other Club Members. You may change how your information is displayed by logging into the Member Portal or by contacting the Club.

A catalogue of past events can be found on the Club’s website, including videos and transcripts. Events are live-tweeted and streamed on Facebook Live when possible.

All Members are welcome and encouraged to sponsor new Full Members, Associate Members and Fellows. Applications are available on the website or through the Club. Prospective Full Members require two Member sponsors. Prospective Associate Members only require one Member sponsor. If you do not know a second Member sponsor, please reach out to the Club for assistance. See page 8 for more information on our Fellows Program.

Member donations to the Club are important and all gifts to the Club (General Fund or Centennial Society) are fully tax-deductible. There is a PayPal button on the Member Portal on the website that can be used for donations. In addition, checks may be mailed to the lockbox listed on all invoices and monthly statements.

For your information, the Club has many Members drawn from the Media and Entertainment sectors. These Members are allowed to enjoy all aspects of the Club but are not allowed to report on any personal interactions at events. Members in the media may choose to be seated in the media section at an event and thus cover the event.

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CENTENNIAL SOCIETY ($10K)Access to annual Salon Dinner Series subscription

Early registration for Club eventsPriority seating for the Centennial Society member and his/her guest(s)

The opportunity for one (1) registered guest to accompany the Centennial Society member to VIP Receptions

Special invitations to Private ReceptionsRecognition in Club literature

Many employers sponsor matching gift programs and will match most charitable contributions made by their employees. Contact Gina Feazelle, Director of Membership and Marketing at gmfeazelle@econclubny.org for more information or to begin exploring how to enhance your gift.

CENTENNIAL SOCIETY MEMBERSHIP PARTICIPATION LEVELS & BENEFITS

PRESIDENT’S CLUB ($25K)Second access to annual Salon Dinner Series subscription

Green Room opportunitiesPresident’s Table guaranteed seating

An invitation to lunch with the Chairman and President plus one guest

Special President’s Club pinEarly registration for Club events

Priority seating for the Centennial Society member and his/her guest(s)

The opportunity for one (1) registered guest to accompany the Centennial Society member to VIP Receptions

Special invitations to Private ReceptionsRecognition in Club literature

CHAIRMAN’S CIRCLE ($50K)First access to annual Salon Dinner Series subscription

Green Room opportunitiesDais or Chairman’s Table guaranteed seating

An invitation to dinner with the Chairman and President plus one guest

Two complimentary seats to year-end eventSpecial Chairman’s Circle pin

Early registration for Club eventsPriority seating for the Centennial Society member

and his/her guest(s)The opportunity for one (1) registered guest to accompany

the Centennial Society member to VIP Receptions Special invitations to Private Receptions

Recognition in Club literature

The Centennial Fund was created in 2007 to provide the Club financial security during its second century and to support continued high-quality programs for its membership. In the years since its founding, the Centennial Society has grown to more than 300 members.

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CENTENNIAL SOCIETY GIVING MAKES A DIFFERENCE

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CommunicationThrough continued upgrade and expansion of communications platforms, the Club’s valuable content is shared with the public. This includes increasing outreach to membership candidates, raising awareness with the next generation of members, and increasing engagement with journalists locally, nationally and globally to maximize coverage of the Club’s events around the world, furthering the Club’s mission.

Diversity of ProgrammingThe Club promotes timely and relevant conversations across a wide spectrum, while maintaining a balance of local, national and global topics. Each Member is unique in how they use their membership, many are drawn to programming in their own sector, while others enjoy topics across an array of subject matters. Opportunities to network with other Members and introduce guests, adds an additional benefit. Diverse event formats including breakfasts, lunches, dinners, evening receptions, and panels enable those with the busiest schedules to find time to attend.

Next GenerationCapturing rising and diverse business thought leaders is essential to advancing the Club’s role as the premier forum for discussing the most important social, economic, and political issues of our time. To achieve this, the Club works with Members to identify the next generation leaders, put the Club on their radar, and impress them with our relevancy to their world. Qualified candidates can then be comfortably on-boarded into the ECNY Fellows Program or the term-limited Associate Membership. Members sponsorship of student tables at events is another way the next generation can be introduced to the Club. Many young leaders who become involved in the Club go on to become Full Members.

Financial BackstopThe Club is in a solid financial position and the Centennial Funds are available to provide additional cash flow if needed. The Club has had a successful 113-year history, but during that time there have been ups and downs in the financial position of the Club. As intended by the Society’s founders over a decade ago and as a best practice, the existence and growth of the Centennial Fund, and its availability to support the mission and operations of the Club, at the discretion of its Board of Trustees, helps ensure the future success of the Club into the next century.

Contributions to the Centennial Society of The Economic Club of New York give engaged Members the opportunity to ensure the perpetuation of a forum for free and open discussion of topics impacting the world body politic - a tradition that has been ongoing since 1907. Discover more about the Centennial Society at www.econclubny.org/web/pages/centennial-society.

Examples include:

The Economic Club of New York is dedicated to fostering the future of executive talent and future Members. The Fellows Program is a specialized, year-long program for rising leaders below the C-suite level who have shown leadership and commitment to the Club’s ideals and provides programming to foster the growth of these outstanding individuals. We strongly encourage Club Members to consider sponsoring a Fellow, which enables them to potentially join what will be a select group of high-performing individuals. Discover more about the Fellows Program at www.econclubny.org/web/pages/fellows.

The Fellows gather throughout the year at intimate meetings hosted by preeminent Members of the Club to discuss and share insights on economics, finance and other timely business topics. Fellows are invited to network at several Club Signature events. Fellows are given the opportunity to ask the first question(s) to the Guest Speaker at the Club’s Breakfasts, participate in a friendly competition of “Economics Jeopardy” before a Member audience and are recognized by the entire membership at the Club’s annual closing dinner. Upon program completion, Fellows will possess many new insights and a broader network to expand their leadership impact.

REQUIREMENTS:This year-long program begins in January. Candidates should be rising executives that have approximately 7-15 years of experience in a leadership role with an impressive performance history, a significant educational background and reside and/or work in the New York Metro area. Women and diverse candidates are encouraged.

Please note there is no guarantee of admission to membership in the Club upon completion of the Fellows Program. Fellows may apply with the support of Club Member sponsor(s) to the Membership Committee for Associate Membership or Full Club Membership, depending on their seniority and accomplishments to date. There is a $1,500 administrative fee per Fellow, which may be paid by the sponsoring Member or Fellow.

THE FELLOWS PROGRAM

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A typical Club event features a distinguished guest speaker, and in some cases, more than one speaker. To achieve the most from membership with The Economic Club of New York, the average Member attends two to three events each year and brings guests and sponsors student tables. All members are also invited to either purchase tickets for guests or buy full tables at incentive pricing to facilitate connections among colleagues, clients and employees.

Members receive regular email announcements for upcoming events. To access our most current events schedule, please visit www.econclubny.org. In addition, as a new Member, you now have access to the Member portal, where you will need to log in (see page 11).

PURCHASING EVENT TICKETS:

All events are ticketed, so members must purchase tickets at www.econclubny.org through the Member portal. Members must log in with credentials provided upon membership approval. Call the Club office if you need assistance at 212-947-7738.

You must provide email addresses for all guests to virtual events so that they may receive their unique link to attend the event. You may send these to events@econclubny.org. You do not have to attend in-person events with your guests. Please provide names of guests during the online registration process to ensure a smooth check-in.

Ticket pricing varies by event type. Member receive exclusive pricing for their personal ticket. Check the Member website and email invitation for exact pricing or see page 17 for the 2020 pricing list.

Members are welcome to sign up for events up until the last minute, however, to mitigate the resulting financial risk absorbed by the Club, there will be an incremental increase to the Member ticket price when purchased within two weeks of the event.

At in-person events there is a financial incentive for purchasing tables of ten at one time. To seat 11 or 12 people at your table, you may purchase 1 or 2 additional individual tickets. Tables are typically assigned in the order of ticket purchase date. If attending, you will be seated with your guests unless requested otherwise. Centennial Members will have priority seating in the room. Any tickets purchased within 72 hours of an event may not be held to these parameters due to venue constraints, but staff will accommodate as best as possible.

Please email events@econclubny.org for specific seating requests (i.e. sitting with another Member) and staff will do their best to accommodate.

CANCELLATION POLICY: Virtual Event Cancelation Policy: If you have signed up for an ECNY digital webinar event, cancellations are not permitted once you have received your unique webinar link. All in person events have a cancellation policy in place. Members may only receive a refund if cancelled within two weeks prior to the event date. Breakfasts may receive a refund if cancelled at least one week prior to the event.

To cancel your reservation or make changes or additions, you must call or email the Club at 212-947-7738 or events@econclubny.org.

EVENT INFORMATION

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EVENT CHECK-IN:

Upon arrival at the event, tickets will be provided at the registration desk.

Member tickets allow only the Member (not the Guest) into the VIP Reception, which will typically have its own complimentary Coat Check and may provide access to the speaker prior to the event.

Both Member and Guest tickets allow admittance into the Guest Reception. Centennial Society, President’s Club and Chairman’s Circle Members may bring one guest into the VIP Reception.

Please be aware that you may be photographed during events.

NAME BADGES:

New Members will receive a Member badge with their New Member Packet. We suggest that you wear your badge at all events your first year, to enable the membership and staff to better welcome you to the Club.

STUDENT TABLE SPONSORSHIP OPPORTUNITIES:

As part of the Club’s efforts to foster the future of executive talent and membership, we encourage our Members to sponsor Student tables at our events. Whether a Member is planning to attend an event or not, sponsoring Student tables is a wonderful way to help the Club achieve its mission to promote the study and discussion of social, economic and political questions by embracing the expression of diverse views and opinions in a free and open environment. The Club has had the pleasure of hosting students from many colleges and universities and graduate programs and our goal is to continue this initiative and further broaden the roster of schools. On behalf of Members interested in sponsoring Student tables, Club staff will contact a school of the Club’s choosing, or a specific school of the Member’s choosing and manage all of the details. As a non-profit, the Club considers all donations as generous gifts and we value the involvement of our Members in all initiatives put forth to further strengthen our shared goals. If you are interested in supporting our mission by sponsoring Student tables, please call (212) 947-7738 or email us at events@econcluby.org.

You will receive a brief survey after each event to share your feedback. Feel free to reach out to the Club if you have any questions or comments by email at events@econclubny.org or call 212-947-7738.

EVENT INFORMATION

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USING YOUR NEW MEMBER LOGIN CREDENTIALS:

To log into the Member portal at www.econcluny.org, you will need your new Member login credentials which were provided by email upon your membership approval. If you have not received them or you cannot find them, please contact the Club at 212-947-7738.

MEMBER PORTAL GUIDE

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MEMBER CENTER TAB:

VIEW MY PROFILE:•Quickly access Member documents.•Verify your information for effective communication

between you and the Club.•Remember to hit SAVE when you update information

•Update Password.•Update Portal Settings.•If you need to update your admin’s information, you must contact Club staff.

MY ACCOUNT:•Hover over My Account to select Unpaid Transactions to print and/or pay open invoices.•Hover over My Account to select Paid Transactions for paid invoices.•Hover over My Account to select My Reservations to see your upcoming event reservations. You must contact the Club office to change or update any previously-made reservations.•Access Monthly Statements at the top of My Account page.•The Member Portal will not allow you to change or update reservations.

CLUB CALENDAR:•Make Reservations on the interactive Calendar by selecting the event, then selecting Details which takes you to the Reservations Page.

MEMBER DIRECTORY:•Search the Member Directory by name, company or employer.•You may change how your information is displayed by logging into the Member Portal or by contacting the Club. Members are not to share or use this information for solicitation purposes.

CENTENNIAL SOCIETY:•Learn about the opportunity for Members to ensure the perpetuation of a forum for free and open discussion of topics impacting the world body politic - a tradition that has been ongoing since 1907.

PLANNED GIVING:•Find additional options of giving opportunities to further the mission of the Club.

MEMBER PORTAL GUIDE

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USING CLUB CALENDAR TO MAKE RESERVATIONS:

All confirmed ECNY events can be found the on Club Calendar under the Member Center Tab for easy reservations.

•Click on the event for which you would like to register.•Select View Details. • If you see a message, “Online Reservation is not allowed”This means that the event is not yet open for registration. You will receive an email once the event is open for registration.

EVENTS TAB:

Event locations and times are kept private for Members’ Only. Please do not share this information, except with your guests. Once logged in, upcoming event details will be found under the Events Tab. Also find:

•Recent Speakers: includes transcripts and videos of on-the-record events from the last year.•Legacy Archive: includes all available transcripts and videos from events throughout the years of the Club.•Reciprocal Events: the Economic Club of Washington D.C. and the Economic Club of Chicago allow ECNY Members in good standing to purchase tickets to some of their events. Any upcoming events will be listed on this page. If interested in attending an event, email ecnysharedevents@econclubny.org so that ECNY staff may connect you to the other Clubs. •Honor Roll Speakers: find a list of past high profile speakers hosted by the Club.

MEMBER PORTAL GUIDE

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TO REGISTER FOR AN EVENT:

If you are attending and not bringing a guest:

• “Self” will be automatically checked and your name will auto populate in the field below. •Select Member Ticket below the populated Member name for the correct ticket amount.•Verify the ticket total above NEXT button to confirm you are purchasing the correct ticket. •Click Next.

If you are attending with a guest:

•“Self” will be automatically checked and your name will auto populate in the field below.•Check the Guests(s) box and enter the total number in the “Party of” box, this will create additional lines for guest tickets.•Select Guest Ticket below the populated Member name for the correct ticket amount for each.•Enter Guest Name(s) in each guest name box.•Verify the total Reservation Charges above the NEXT button to confirm you are purchasing the correct amount of tickets.•Click Next.

If you are not attending but sending a guest:

• If you are not personally attending, uncheck “Self.” •Check the Guests(s) box and enter the total number in the “Party of” box, this will create additional lines for guest tickets. •Enter Guest Name in each guest name box to the right of Member name.•Verify the total Reservation Charges above the NEXT button to confirm you are purchasing the correct amount of tickets.•Click Next.

If you are purchasing a full table to receive incentive pricing:

• If you are not personally attending, uncheck “Self.” •Select Table of 10 below the populated Member name for the correct ticket amount.•Enter Guest Names in the guest name box, separated by commas. If you do not know your guest names at the time of making the reservation, please email them to events@econclubny.org once you have them.•To seat 11 or 12 people at your table, you may purchase 1 or 2 additional individual tickets. •Verify the Total Reservation Charges above the NEXT button to confirm you are purchasing the correct amount of tickets.•Click Next.

MEMBER PORTAL GUIDE

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MEMBER MUST REVIEW ORDER, VERIFY THE NUMBER OF TICKETS, VERIFY TOTAL RESERVATION CHARGES, AND TYPE OF

TICKETS BEFORE HITTING THE “NEXT” BUTTON.

ANY CHANGES TO YOUR ORDER AFTER PURCHASE MUST BE MADE THROUGH THE ECNY OFFICE.

TO REGISTER FOR AN EVENT:

To Complete Reservation:

•Choose to fill in optional answers for any dietary restrictions or questions you would like to ask the speaker. These questions will be shared with the Moderator of the event. •Click Finish -This will complete the reservation and direct you to the transaction page.

No changes to the reservation can be made on the Member Portal after this step If you need to update a reservation, you must call the ECNY office or email events@econclubny.org.

You will receive an Event Confirmation email from info@econclubny.org with a link to your invoice and event details such as:• Speaker.• Event location/dress code.• Event date.• Number of tickets ordered.• Option to save the event to your Outlook calendar.

MEMBER PORTAL GUIDE

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PAYMENT:

After hitting Next, you will be taken to the transaction screen: •All open/unpaid invoices will be listed.•Select the invoices you would like to pay.•De-select the invoices you do not wish to pay.• Click Proceed to Checkout.

CHECKOUT:

Option 1- Pay by credit card:•Select Create new Credit Card.•You may save the Credit Card. •Stored cards will require the CVV security code for each new transaction in the future.•ECNY Staff has no access to your saved credit card numbers.

MEMBER PORTAL GUIDE

16Please do not hesitate to reach out to the Club for

assistance with any aspect of the website.05/07/20

CHECKOUT:

Option 2-To send a check:•Select Pay Later button at top right corner.•A green box below will appear and you can select to print your invoice.•Please be sure to include the invoice number on checks submitted to the ECNY Lockbox to ensure proper processing.•Checks may be sent to:

The Economic Club of New York P.O. Box 21193New York, NY 10087-1193

Once the payment is successful, you will receive a confirmation email with a link to your invoice.

Signature Luncheon Member Guest

Breakfast Member Guest

Standard Price $145 $155Two Weeks Prior to Event** $155 $155

Table of 10 Incentive*** $1,475

Standard Price $300 $410Two Weeks Prior to Event** $310 $410

Table of 10 Incentive*** $3,895

Standard Price $155 $210Two Weeks Prior to Event** $165 $210

Reserved Seating of 10 Incentive*** $1,995

Standard Price $175 $310Two Weeks Prior to Event** $185 $310

Table of 10 Incentive*** $2,945

2 0 2 0 P R I C I N GEVENTS*

Evening Reception Member Guest

Dinner Member Guest

MEMBERSHIP

$1,000 $1,100

$ 700 $ 775

Full Member Annual Dues Initiation Fee

Associate Member Annual Dues Initiation Fee

*Ticket prices subject to change due to unique event-related expenses**To reduce financial risk for the Club, there will be an incremental increase to the Member ticket price when purchased within two weeks of the event***Tickets must be purchased at one time to receive incentive pricingAll pricing subject to change 05/07/2020

Virtual Events Member Guest

$50 $75