overview and training presented by rick edwards and liz marchi, past presidents

Overview and Training presented by Rick Edwards and Liz Marchi, Past Presidents

Goal #1: Provide history and background of the Montana Ambassador Organization Goal #2: Provide purpose, guidance and training for each new Montana Ambassador so they in turn can support the efforts of this organization.

Organizational structure, contact information, and goals and priorities for the Ambassador organization Chapter Charters and roles within the chapter Opportunities to participate and become involved

HistoryHow We Came to Be 27 YearsHighlights Organizational Overview and Mission Role of Leadership, Chapters and Membership Activities and Involvement

The Beginning --Governor Schwinden and Dept of Commerce Authorized by 1983 Legislature as part of the Build Montana Program Goals were to promote and encourage long-term economic growth Exploration Phases Governor enlisted the Chamber of Commerce, Montana Bankers Association, International Trade Commission, and Montana Department of Commerce to gather and evaluate data from other states abut economic development activities. Gained commitment from Private Sector Launch Phase Articles of Incorporation filed January 24, 1984 First meeting in Helena, June 20, 1984-- 120 Ambassadors

Ambassador Survey Catch and Release Fly Fishing Tour Bragg/Lewis Business Retention & Expansion Value-added Ag Forum Infracon 96 School-to-work Telecom-FCC Universal Service Fund Business Technology Day Wheeler Center Tax Forum Made in Montana Food & Gift Show Loaned Executive Legislative Wins Development Summits Jason Project World in Motion John Raffato Business Plan Competition Montana Arts Council Montana Business Open Launch of Montana Meth Project Outreach Chapters: PNW Model 60 Summits BEAR Program T. Boone Pickens: Energy Jobs for MT Bay Area Outreach Chapter Formation

Strategic Planning Business Open Chapter Connections Your Board at Work

The Montana Ambassadors is a volunteer, not-for-profit organization of leaders in business, education, and the professions with common dedication to living and doing business in Montana and to furthering the best interests of the state. At the pleasure of the Governor, its members act as official Ambassadors of the State of Montana.

. Represent the office of the Governor and the Department of Commerce in business related contacts in and out of the state. Assist the Department of Commerce and the Governor's Office of Economic Development with their business, trade, and tourism development programs. Sponsor projects that encourage and support economic improvements throughout the state. Support, whenever practical, efforts by other groups to contribute to the economic vitality of Montana. Support whenever practical, efforts by other groups to maintain or increase the quality of all levels of education in the State of Montana. And, as official Ambassadors of the State of Montana, put the best interests of the state before personal interests and give freely of time, energy and personal finances in support of this mission.

Elected Board of Directors 24 Board Members (varies) 11 Directors 9 Chapter VPs Outreach VPs-- Members at Large Ex-officio membersDOC, GOED, MEDA Executive Committee8 members Executive Assistant/Coordinator For a list of board members and a description of roles and responsibilities visit the Leadership segment of the Montana Ambassador website.

Revenue Membership Dues Golf Tournament Sponsorships Outreach Expense categories Conference Speakers Annual reports, etc. Sponsorships Outreach

Please see the appendix in your handout regarding the specific roles of Montana Ambassador leadership. You as a Member : Report to Chapter VP Attends four chapter meetings per year Attends and participates in individual assignments of committees Prepares to make contributions and voice insight regarding chapter activities and programs Nominates new candidates for membership Assist GOED and MDOC with its business, trade, and tourism programs Sponsor and participates in programs that will encourage economic development in the state Attends and participates in annual conference

KALISPELL V.P. Jeannie Luckey BOZEMAN V.P. Terry Beaubois MISSOULA V.P. Tyler Disburg (election pending) BUTTE V.P. Dale Mahugh PACIFIC NORTHWEST - V.P. Kirk Van Alstyne HELENA V.P. Tom McGree GREAT FALLS V.P. Tenis Tennyson BILLINGS V.P. Melanie Schwarz GLASGOW/SIDNEY V.P. Craig Herbert And the just forming Bay Area Chapter Lynda Colucci

Strive for at least one meeting per year with the Governor to stay up-to-date on administrative agenda Hold at least four chapter meetings with potential new members invited Chapters to provide summary reports of each meeting to the Coordinator who will distribute quarterly to the GOED Involvement in forming legislative agenda Chapter representation at economic development summits, activities, etc. Participate in local business retention and expansion efforts (BEAR) Share in education and workforce efforts to drive workforce development for all skills

1.Build business opportunities for Montana whether through business expansion, retention or recruitment efforts. 2.Assist the Governor in developing out-of-state Ambassadors who can serve as a voice for Montana in other states. 3.Assist in developing and exploring energy options and opportunities for Montana. 4.Develop relationships with educational institutions, agencies and systems that foster the Governors vision of economic vitality of Montanas work force and quality of life for its citizens. 5.Enlist membership to engage in the business agenda of the Governors Office of Economic Development.

THE OPPORTUNITY TO SHARE YOUR PASSION FOR LIVING AND DOING BUSINESS IN MONTANA IN YOUR COMMUNITY, IN OUR STATE, ACROSS THE U.S. AND AROUND THE WORLD

Annual Meeting Awards and Recognition Event Business of the Year Entrepreneur of the Year Ambassador Plenipotentiary Ambassador of the Year Mike Malone Educator of the Year Legislator of the Year Outreach Ambassador of the Year Events and Participation Annual Montana Business Open Tournament Fund Raiser Montana Arts Council Hometown Celebrations Baucus Economic Development Summit Statewide Montana BEAR Program The UofM Business Plan Competition

QUESTIONS? Montana Ambassadors P.O.Box 722 Anaconda, MT 59711 Ph: 406.563.5353 Email: [email protected]

The following slides outline the Ambassador organization and associated responsibilities for each position.

President: Chief elected officer, supervises Officers and Chapter VPs. EC and BoD Represents entire membership Acts as spokesperson to the public, press, legislative and governmental bodies. Officially represents the Ambassadors at all conferences, seminars, and the annual convention. Proposes and assists BoD in developing policies and programs that will further the goals of the corporation

President (cont) Selects committee chair persons and others for special task forces. Provides direction and monitors progress. Keeps Board members informed on the condition and operation of the corporation Presents State of Montana Ambassadors report at the annual meeting.

First Vice President: Reports to the President and assumes presidential responsibilities in his/her absence. Assists the President and serves on ED and BoD Schedules activities of the Presidents Council as needed. Schedules and coordinates any business retention and expansion projects. Outlines objectives of Ambassadors for the next year at the annual membership meeting. Assist and serve as chairman of the committee in scheduling of Presidents Circle dinner upon request.

Second Vice President: reports to President Performs duties assigned by the President Serves as member of the BOD and EC Serves as Chairman of the following committees Membership Development Strategic Planning

Board of Director: reports to Membership for a three year term, limit of two terms Election of President, one or more Vice Presidents, Secretary and Treasurer Plan future of Montana Ambassadors Establish board policy Evaluates and approves programs and projects of the Ambassadors Sets financial objectives and monitors their progress.

Director (cont) Ensures completion of an annual audit of financial records Communicates with membership to determine needs and report these needs to the full board Annually recommend and vote on various awards recognizing outstanding achievement in business or education Recommend new members for appointment by the Governor

Chapter Vice President: reports to chapter members and President Serves as member of the BOD and has the same responsibilities as BOD members. Should conduct at least 4 chapter meetings a year Recommend new members to the board Execute those applicable portions of the Strategic Plan with the Chapter. Administers applicable Ambassador programs and projects within their Chapter

Committee Chairperson: reports to President and supervises committee members Serves one year unless re-appointed by the President Directs the committee to ensure it meets its goals and objectives. Informs committee members of their expected individual contributions and responsibilities Prepares meeting and agendas and distribute relevant information to all members prior to each meeting. Presides over each meeting to ensure adherence to agenda Recommends to the President potential members for appointment to the committee Prepares committee reports as requested by the Chair of the BOD.

Secretary: reports to the President. Provides notice of all Board meetings. Records notes and minutes of same. Maintains all corporate records and seal. Other duties assigned by the President Treasurer: reports to the President Prepares annual budget. Maintains accurate accounts of receipts and disbursements Credits all funds received to the corporation and disburses funds upon authorization of the BOD. Serves in performance of the annual audit Serves as a member of the BOD and EC Other duties assigned by the President

Immediate Past President : Serves as member of EC and BOD. Provides counsel to the officers and directors. Coordinator, reports to BOD Coordinates annual and quarterly meetings Oversees publication of all printed material and annual reports Provides necessary liaison on legislative activities and communicates action to the officers. Remains current on policy activities of interest to Montana Ambassadors and communicates action to the officers Ensures smooth administrative operation of Montana Ambassadors Maintains and administers bulletins, e-mails and membership lists Responds to routine correspondence and telephone inquiries.

Member: reports to Chapter VP Attends 4 chapter meetings a year Attends and participates in individual assignments of committees Prepares to make contributions and voice objectives to chapter activities and programs Nominates new candidates for membership Assist GOED and MDOC with its business, trade, and tourism programs Sponsor and participates in programs that will encourage economic development in the state Attends and participates in annual conference

overview and training presented by rick edwards and liz marchi, past presidents

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