siemens’wes)nghouse’re)rees’associaon’inc.’ quarterly ......social committee events since...

15
Siemens Wes)nghouse Re)rees Associa)on Inc. Quarterly Membership Mee)ng January 9, 2018 Welcome New Members Guest Speaker – Rick Mould Coffee Break Treasurer’s & Membership Report Board/CommiPee Topics Special Topics Open Discussion Adjourn

Upload: others

Post on 07-Jun-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Siemens  Wes)nghouse  Re)rees  Associa)on  Inc.  Quarterly  Membership  Mee)ng    

January  9,  2018  

•  Welcome  New  Members  •  Guest  Speaker  –  Rick  Mould  •  Coffee  Break  •  Treasurer’s  &  Membership  Report  •  Board/CommiPee  Topics  •  Special  Topics  •  Open  Discussion  •  Adjourn  

     

Page 2: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

   

New  Members  (since  October  mee)ng)  

The Association is pleased to welcome the following new member: Jay Cusack - Casselberry

Page 3: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Richard J. Mould is Executive Vice President of The Operating Plant Service Organization of Siemens Energy, Inc. He is responsible for Service Implementation and Marketing for Gas Turbines, Steam Turbines and Generators. Mr. Mould is also responsible for Plant Modernizations, Renewal parts, Long Term Programs, and Operation and Maintenance Contracts. Prior to assuming his current position, Mr. Mould was Executive Vice President, Siemens Power Generation New Unit Projects for all Siemens Global projects. Mr. Mould joined the company in 1979 in our Service Division office located in Richmond, Virginia. Since then, his career has encompassed a diverse array of positions including: Service management of district offices and nuclear steam turbine programs, Project management of operating equipment modernization, and New Unit EPC & Equipment Supply Contracts. He has worked domestic and internationally with utilities, A/E firms, independent power producers, and developers. Mr. Mould is a graduate of Virginia Tech, with a degree in Mechanical Engineering. He lives in Winter Springs, Florida with his wife Kim.

Guest  Speaker  –  Rick  Mould  

Page 4: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

SWRA  Door  Prize  Drawing  

Win  a  Home  Depot  GiY  Cer)ficate    •   Go  to  coffee/donuts  table  •   Fill  out  entry  form  •   Drop  it  in  the  bucket  

Page 5: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Coffee  Break  

Page 6: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Treasurer  &  Membership  Report  

Financial Information Bank Balance at January 1, 2017: $6,030.70 Income for 2017: $4,155.00 Expenditures for 2017: $5,678.37 Bank Balance as on January 1, 2018: $4,507.33 This balance includes dues that have been paid in advance by members for future years. This amount is as follows: For 2019 $180.00 For 2020 $ 15.00 Total paid in advance: $195.00

Page 7: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Treasurer  &  Membership  Report  Membership & Dues •  Total members – 252 •  Died – 1 •  New – 1 •  Reinstated - 2 Signed Waivers Received – 156 (62% of the membership) If you have not submitted your signed membership application with liability waiver please do so as soon as possible. Make sure to initial the liability waiver paragraph as indicated. Dues are $15 / year. Dues payment and liability waiver forms can also be mailed to: Paul McCauley 1948 Houndslake Drive Winter Park FL 32792-6035 Also, please notify me at [email protected] of any changes to your email or postal mailing address so that we can maintain an accurate membership directory and keep you informed of Association activities. If you know of a retiree who is not a member of the Association, encourage them to join. Membership forms can be downloaded from the website at: www.SiemensWestinghouseRetirees.org You can also contact me for a form or to answer any membership questions.

Page 8: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Treasurer  &  Membership  Report  

•   Yearly  Audit  3  auditors  from  the  membership  are  needed  to  review  the  books  prior  to  the  April  mee)ng.              Volunteers?  

Page 9: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Budgets  –  2017  -­‐  2018       2017  Budget   2017  ACTUAL      

Income  Dues    $                                          3,845.00      $                                4,155.00     108%  GiYs  

Total    $                                          3,845.00      $                                4,155.00     1.08  

Expenses  Administra)ve  -­‐  Miscellaneous    $                                                  150.00      $                                            69.23     0.46  -­‐  Web  site    $                                                  100.00      $                                        120.00     1.20  -­‐  Insurance  and  fees    $                                          1,000.00      $                                1,072.00     1.07  Chari)es/dona)ons    $                                                  300.00      $                                        300.00     1.00  Events  -­‐  Picnic    $                                          1,600.00      $                                1,263.23     0.79  -­‐  Other  events    $                                          1,500.00      $                                2,537.41     1.69  Mee)ngs  -­‐  Food  &  Drink    $                                                  500.00      $                                        316.50     0.63  Sympathy  Communica)on    $                                                  100.00    

Total    $                                          5,250.00      $                                5,678.37     108%  

Grand  Total    $                                      (1,405.00)  

Beginning  Checking  Balance    $                                          6,030.70      $                                6,030.70    

Ending  Checking  Balance    $4625.70  ESTIMATED      4507.33  ACTUAL    

Page 10: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Social  CommiPee  Ac)vi)es  

Past Events During 2017, the Social Committee sent out 28 announcements of various social events including three bus trips: 1 )Fantasy of Flight in Polk County 2) St. Augustine and 3) Disney Springs. Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October 12 Fall Picnic – October 21 Edward Jones – A Basic Short Course on the Fundamentals of Retirement Investing – October 25 Wind Power Training Center Visit – October 27 Visit to St. Augustine – November 9 (32 People Attended) UCF vs USF Football Game – November 24 Christmas Concert benefiting the Homeless of Central Florida – December 4 Christmas at Disney Springs – December 12 (32 People Attended)

Page 11: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Social  CommiPee  Scheduled/Planned  Events  

Scheduled  Events  

January  13  -­‐  Beach  Boys  Concert  at  Wayne  Densch  Performing  Arts  Center  

January  22  –  Glenn  Miller  Orchestra  Concert  at  Lake  Mary  High  School  

 

Planned  Events  for  2018  

Museum  Tour  and  Lunch  

Two  Casual  Dinners  

Spring  &  Fall  Picnics  

Wine  Tas\ng  

Cooking  Class  

One  Senior  Center  Seminars  (TBD)  

St.  Luke  Concerts  

Christmas  Concert  benefi\ng  Homeless  of  Central  Florida  

Page 12: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Other  Topics  

Current  Board  &  Commi_ee  Membership  Jim  Steinmetz    President  Leslie  Dawson  Vice-­‐President  John  Blake  Secretary    &  Member  Recruitment  Paul  McCauley  Treasurer  Ron  Ar)nger  Social  CommiPee  Chair  Lee  Vickers  1st  Term  Bill  McCown  2nd  Term  Paul  Minard  2nd  Term  

 Suppor&ng  Members  Dave  Berrong  –  Former  President,  General  Support  Pete  Derosa  –  Former  President,  General  Support,  Facebook  Management  Andy  Ayoob  –  Former  Vice-­‐President,  General  Support,  Website  Management  Dick  Hood  –  Former  Treasurer,  General  Support  Joe  Yarusinski  -­‐    NewslePer  Ish  Aneja  –  Casual  Dinner  Lead        George  Baker  –  Financial  CommiPee  Chair              

Page 13: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Other  Topics  

Support  your  SWRA!    •  We  really  could  use  someone  to  manage  our  IT  and  Social  Media  needs    •  Become  a  Board  Member  

 What  does  a  Board  member  do?    -­‐  Meets  monthly  for  about  an  1-­‐1/2  over  lunch  (  a  tough  job!)    -­‐  Assists  on  events  and  ac)vi)es.    -­‐  Advises  and  votes  on  Board  ac)ons    -­‐  Takes  lead  in  specific  areas  such  as  speaker  arrangements,            finances,  website  maintenance,  mee)ngs,  etc.      -­‐  Assists  membership  as  needed  and  serves  as  a  point  of  contact.    -­‐  All-­‐in-­‐all,  spends  a  couple  hours  a  month  doing  good  things  for  his/her          fellow  re\rees.  

•  Commi_ee  membership  and  support  is  always  needed  and  appreciated  too!  •  Social,  Financial,  Communica)ons,  Event  Support,  Helping  Hands,  etc  

Page 14: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Other  Topics  

•   Volunteer  Leaders  /  Coordinators  Example:    • My  name  is  Cydney.  I  am  the  Community  Outreach  Coordinator  with  Habitat  for  Humanity  of  Seminole  County  and  Greater  Apopka.    

• We  are  looking  for  volunteers  to  help  on  our  build  sites  Tuesday-­‐  Saturday  from  8  AM-­‐  2:30  PM  and  we  would  love  to  be  able  to  partner  with  you!    

• We  have  opportuni)es  for  groups  and  individuals.  If  you  are  interested  in  receiving  more  info  on  the  projects  we  currently  have  please  email  me  at  volunteer@habitat-­‐sa.org.    

Page 15: Siemens’Wes)nghouse’Re)rees’Associaon’Inc.’ Quarterly ......Social Committee Events since last quarterly meeting: Estate Planning & Changes to Medicare for 2018 – October

Open  Discussion