welcome! make yourself at home! what you need to know before your trip to wisconsin
DESCRIPTION
Welcome! Make Yourself at Home! What you need to know before your trip to Wisconsin. Presented by:. Linda Bielski, CEBS Director–CEBS Field Services. Jennifer Mathe, GBA ISCEBS Manager Member Services. Overview. The Society—who we are, what we do Membership highlights - PowerPoint PPT PresentationTRANSCRIPT
Welcome! Make Yourself at Home!
What you need to know before your trip to Wisconsin
Presented by:
Jennifer Mathe, GBAISCEBS Manager Member Services
Linda Bielski, CEBSDirector–CEBS Field Services
Overview
• The Society—who we are, what we do• Membership highlights• Volunteer challenges and how we can support
your efforts• Key activities at the chapter leader conference
International Foundation
• Established in 1954– Fostering the education and exchange of
information for trustees, administrators and other fund professionals
• Found education niche with passage of the Labor-Management Relations Act of 1947 (Taft-Hartley Act)
CEBS• Passage of ERISA in 1974 influenced
the CEBS program. • CEBS began in 1976• Partnered with the Wharton School and
later with Dalhousie University• Formalized curriculum• First CEBS designations awarded in 1980• CPE Requirement
Society
• Established in the early 1980s• Non-profit educational association• Provide specialized professional development
and networking opportunities• Controlled corporation of the International
Foundation of Employee Benefit Plans
Today
• Both the International Foundation and the International Society educate and serve Canada and the United States
• Working together to serve the entire benefits community
ISCEBS GovernanceBoard of Directors (12 members)
• Nine member Executive Committee (IFEBP)• Three Governing Council Officers (President, Vice-President,
Secretary/Treasurer)
Governing Council (10 members)• Three Officers (President, Vice-President, Secretary/Treasurer)• Six members serving three-year terms• Immediate past president (serves in a non-voting capacity)
Four National Committees (6 members per committee)• Membership and Chapter Development• Symposium Planning• Professional Development• Strategic Planning
2013 ISCEBS Governing Council
President Vice-President Secretary/Treasurer
Gordy Erley, CEBSAetna
Detroit Chapter
Alice McAbee, CEBSHaggar Clothing Co.
Dallas/Fort Worth Chapter
Wayne Murphy, CEBSPrudent Benefit
Administration Services IncToronto Chapter
2013 ISCEBS Governing Council
Pamela Borup, CEBSReynolds & ReynoldsDes Moines Chapter
Debora Green, CEBSCGI IncCapital Chapter
Ron Krupa, CEBSAcclarisTampa Bay Chapter
Michelle Kelly, CEBSKansas City Southern RailwayKansas City Chapter
Donna Malliett, CEBSFarella Braun & MartelNorthern California Chapter
Sean O’Donnell, CEBSCytec IndustriesNorthern New Jersey Chapter
Immediate Past PresidentSandra Wood, CEBSGHB InsurancePacific Northwest Chapter
National Committees
• Membership and Chapter Development• Symposium Planning• Professional Development• Strategic Planning
Membership Structure—Society
• Open to CEBS graduates• GBA, RPA or CMS designees• CEBS students with at least one exam passed
Membership Structure—Local Chapter• CEBS graduates must join the Society in order
to join a local chapter– Why? So the Society has the financial resources to
offer products and services to members• GBA, RPA, CMS designees and CEBS students
are encouraged to join the Society or can opt for chapter affiliation only– Why? Local chapters are the Society’s—and the
CEBS program’s—most valuable resources!
Local Chapter Leadership7 Board Members—3 year duration
PresidentVice PresidentSecretaryTreasurer
3 Directors/Members-at-Large
• CEBS graduate• member of ISCEBS• member of local chapter
• pass one CEBS exam• member of ISCEBS• member of local chapter
Chapter Roles
Top Priorities for Chapters1. Networking2. Education3. CEBS Recruitment4. Mentoring5. Succession Planning
Supporting the Volunteer Network• Membership Campaigns• Leadership Conferences• Educational Program Support Services• Chapter Resource Center• Staff
Staff• Jennifer Mathe, GBA
– [email protected] or 262-373-7683• Linda Bielski, CEBS
– [email protected] or 262-373-7671• Sandy Becker, CEBS
– [email protected] or 262-373-7670• Kathy Frank
– [email protected] or 262-786-8771• Julie Dickow
– [email protected] or 262-786-8771– [email protected]
Society News
• Membership– Hope to reach or exceed our target of 3,600
members– Keeping It Simple efforts
Online Upgrades• Online Member Profile – See recent transactions and get a receipt– Update your contact information– Manage your communication from the
Society/chapters• Online Membership Directory– Find other Society members by area of interest,
geographic location, designation and more– Updated in real-time
32nd Annual Symposium
• September 22-25, Boston MA• Chapter meeting on Sunday, September 22– Open to all chapter members!– Two hour workshop
Open Forum
• Any additional questions?
Wrap-Up• Review this information
(link will be emailed to all attendees) • Discuss the information with your chapter—
what other information/questions might you have for the Society?
• Have a safe flight to Milwaukee– Don’t forget to book your shuttle from the airport to
the hotel!• See you in just under two weeks!