Junior Achievement of Western Connecticut Annual Meeting       June 28, 2012
Agenda   Call to order and welcome   President’s Report   Approval of 2011 Board Minutes   Treasurer’s Report   2012-...
to our outstanding board and staff!!!Together we have made it a very good year.
President’s ReportWho Are WeWhere Are WeWhere Are We GoingHow Are We Getting There
JA of Western CT Territory                    20 Towns•   Ansonia      Fairfield       Seymour•   Bethel       Monroe     ...
Organization Chart                                                    Board of                                            ...
JAWCT BOD-23 Members                                        Focus:                                          • Direction   ...
Student Impact
Top Classroom Volunteer Companies
Current Financials  $40K Over Budget!
Top Donor Companies
Special Events
Highlights Exceeded afterschool program goal of 500  students (573)! Added two new BPT schools to the Business  Challeng...
Our Story   Mrs. Reuther’s 3rd grade class at King Street PrimaryRaised $3,000 for Mackenzie Newsome’s upcoming cancersurg...
2012 RetreatWhat is our Story-Marketing AwarenessHow do we pay for it- FundingResources Needed
Strategic Steering CommitteeLeadership:Bradford Greene, VP Human Resources, RexelHoldings USADaniel Bley, EVP &CRO, Webste...
JA Program Committee
Dr. George R. Dunbar 2012 Free Enterprise                    Hall of Fame                OCTOBER 10, 2012Honorees:Stephani...
Board of Directors             Bridgeport Community Board Chair-Kerry Eaton             Chair-Michael Fucigna           ...
Board In-Kind ServicesHR                              CoachingAdvisingFacilities Provided    Marketing Services  Strategic...
Camaraderie        Competitive Spirit          Determination
Jim Malski   Bradford Greene
Cosmo Alberico
Christina Selby
2011 Approval of Minutes   Treasurer’s Report  Budget 2012-13 Vote   Election of Officers
ElectionsDirectors to be elected to serve three year term 2012- 2015Daniel Bley                    Traci MorrisCosmo Alber...
ViceMichael Fucigna, Aon Risk Solutions             Robert Cottle, Fairfield UniversitySherrie Casasanta, Sikorsky Aircraf...
ViceCraig Winslow, GE Capital                             Cosmo Alberico                                              Odys...
ViceRuth Parkins, Iroquois Gas                                  Carla Sullivan                                            ...
2012 annual meeting final
2012 annual meeting final
2012 annual meeting final
2012 annual meeting final
2012 annual meeting final
2012 annual meeting final
2012 annual meeting final
2012 annual meeting final
2012 annual meeting final
2012 annual meeting final
2012 annual meeting final
2012 annual meeting final
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2012 annual meeting final

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  • WELCOME THANKS TO BOARD AND STAFF
  • MY PRESENTATION WHO WHERE GOING HOW SUMMARIZED IN 3 STAGES SURVIVAL – 4 years ago STABILITY SUSTAINABILITY AND GROWTH - now
  • K – 12 in and after school
  • 6.25 FTE
  • 3 YEAR TERMS FOR ALL BOD – VOTING MEMBERS SETS STRATEGIC DIRECTION FISCAL RESPONSIBILITY COMMUNITY BOARDS - ADVISORY LOCAL AWARENESS LOCAL FUNDING LOCAL VOLUNTEERS PROCESS IN WHICH WE WORK TOGETHER TO ACHIEVE OBJECTIVES: COMMUNITY BOARDS ARE A PIPELINE TO BOD SERVICE COMMUNITY BOARD CHAIRS – DIRECTORS; SERVE ON BOD COMMITTEES – REPRESENTATION FROM BOD AND COMMUNITY BOARDS RETREAT – INPUT FROM ALL DEVELOPS INTO STRATEGIC PLAN
  • BOD Daniel Bley, Webster Bank Bridgeport Peter Fazekas, Aquarion Water Company Danbury Ken Eng, Cartus Dr. Fred Maidment, West. Conn Gaurav Manchanda, Praxair Kelly Mangold, Guideposts Karen Roggeman, Boehringer Valley Adam Dworkin, Griffin Hospital Mike Jodon, BlumShapiro Heidi Keshavarz, Pitney Bowes Lynn Padell, Better Packages Mary-Kay Ratigan, Pfizer, Inc.
  • 2011-2012 Student Impact 21,036 Students – 18% market share Elementary-77.46% ↓ Middle School-15.08% High School-7.46% ↑ 2.01% student increase vs. prior year 24.23% increase in high school students 93 Schools 1,000 Classes 1,300 Volunteers
  • SOME OF OUR TOP VOLUNTEERS ARE FROM NEW PARTNERSHIPS HUBBELL BEST BUY 1.) GE- 144 volunteers, last year 73 DOUBLED 2.) Prudential- 42 volunteers, last year 8 3.) Sikorsky- 30 volunteers 4.) Cartus-24 volunteers 5.) Barnum-19 volunteers 6.) People’s United bank-18 volunteers 7.) Best Buy- 16 volunteers 8.)Hubbell- 14 volunteers 9.) Deloitte- 10 volunteers 10.)Union Savings Bank-8 volunteers
  • SUCCESSES: BUSINESS CHALLENGE GOLF
  • THIS YEAR THERE HAS BEEN MUCH DISCUSSION ON ‘THE STORY’ – ‘TUG ON THE HEARTSTRINGS’ WHAT SEEMS TO SEPARATE JA FROM ORGANIZATIONS WITH WHAT’S PERCEIVED AS IMMEDIATE NEED ASK TO CONSIDER 3 THINGS AS YOU VIEW THIS VIDEO CLIP: IS JA MAKING AN IMPACT? IS JA EMPOWERING KIDS TO MAKE A DIFFERENCE IN THEIR COMMUNITIES? IS THERE VALUE TO JA AT THE ES SCHOOL LEVEL? WOW !!!!!! THROUGH THE DEDICATION OF A VOLUNTEER, AND JA CURRICULUM ,THIS 3 RD GRADE CLASS CREATED A BUSINESS PLAN, TOOK ACTION AND RAISED $3000 TOWARDS MACKENZIES SURGERY!!!!!! THAT’S A STORY!!!!
  • THANKS TO TEAM – LED BY BRAD BRIDGE TO OUR FUTURE – I’LL COVER MORE ABOUT IT in WHERE AND HOW WE GET THERE SUMMARIZE AND PRIORITIZE RETREAT SUGGESTIONS RECOMMENDATIONS TO EXECUTIVE COMMITTEE
  • Budgeting 2013 to achieve organization growth $40K surplus Program – pilot VPF and Afterschool Reduction in K to redirect funds to development
  • WE HAVE A PLAN ON THIS JOURNEY TOGETHER AND WILL TWEAK ALONG THE WAY
  • Based on Retreat Outcomes : Internal Marketing - retreat results ranged from ‘get the story’ ; create collateral; create plan Based on leadership of Gaurav and Karen – thanks for a tremendous amount of work on critical point resulting in their proposal to take a step back before creating the actions Indentify Clear and few objectives (BOD alignment with strategic planning) Positioning- where do we want to focus the next 10 years – underserved (MS/HS) Critical next steps Analysis –what we have and know, what we need to know Resources - committee vs staff to drive initiatives and process Staff Board committee Other Development plan – synergy with marketing Donor Strategy - Identification of donors and building relationships Resources Improve communication between all boards Strategic Board Meetings Vs. Reporting Staff work out External Recruit Campaign & Fundraising Expertise Next Steps Board Chairs and Committee chairs meeting in July BOD meeting in August – focus on objectives Prior to Septemeber meetings Channing will send board meeting schedule for the year within the next 2 weeks.
  • THANKS FOR A GREAT TEAM AND LEADERSHIP OF CHRISTINA FOCUS FOR GREATER IMPACT IN MS AND HS JA GIRLS – AFTERSCHOOL VPF – INSCHOOL; TECHNOLOGY AND LEARNING THROUGH GAMING BOTH SUSTAINABLE FUNDING MODELS
  • WE ARE STILL DEFINING AND TWEAKING SIGN UP IF YOU SEE A FIT AND WE HAVENT ALREADY SPOKEN Bowl-A-Thon- Kevin Toohill Board Development- Rob O’Connor Marketing- Gaurav Manchanda & Karen Roggeman Emeritus – Ugo ZUllo
  • TOM SANTA – CHAIRMAN ASK TOM TO SAY A FEW WORDS
  • Many thanks to all of you for your time in some of these areas
  • BCB-commraderie DCB- competitive spirit VCB- determination – 12 people
  • Brad Greene, last year received Bronze. Leadership getting from where we are to where we are goingRetreat Retreat Strategic steering Hubbell – one of our top target companies Jim Malski-formally coaching me for 3 years
  • CRITERIA FOR JA BRONZE LEADERSHIP AWARD   RECOGNIZES OUTSTANDING LEADERSHIP, MOTIVATING OTHERS TO BECOME INVOLVED IN JA MOVEMENT AND PROVIDING DIRECT FUNDING OR IN-KIND GOODS/SERVICES THROUGH HIS/HER COMPANY OR AS AN INDIVIDUAL. Volunteers-2 in 2010-11, 7 in 2011-12 CEO participation Main Business Challenge Sponsor Reach out to other companies
  • CRITERIA- RECOGNIZES OUTSTANDING LEADERSHIP, MOTIVATING OTHERS TO BECOME INVOLVED IN JA MOVEMENT AND PROVIDING DIRECT FUNDING OR IN-KIND GOODS/SERVICES THROUGH HIS/HER COMPANY OR AS AN INDIVIDUAL. ALSO EXEMPLIIES THEIR COMMITMENT TO BOARD AND STAFF DEVELOPMENT,INVOLVEMENT IN ESTABLISHING LONG-RANGE PLANNING AND WHEREVER POSSIBLE PARTICIPATION BEYOND THE LOCAL LEVEL. GE volunteers last year 73 this year 144 Program Committee Led Program Committee chair Strategic planning and staff work out JA statewide board Minneapolis/MN Team volunteerJA project in Miami
  • Leadership for past two years – Best Describe as Passion for the JA Mission and willingness to explore out of box solutions to steer the course. Heart of gold Main concern is the quality and impact of what we do Board recruitment, among new members Blum Shapiro Cohen and Wolf Setting the example BAT page, New companies, Aura, Somerset, greater reach within Peoples THANKS ROB, YOU LED US THROUGH THE STABILITY STAGE AND READY FOR SUSTAINABILITY AND GROWTH!!!!
  • 2012 annual meeting final

    1. 1. Junior Achievement of Western Connecticut Annual Meeting June 28, 2012
    2. 2. Agenda Call to order and welcome President’s Report Approval of 2011 Board Minutes Treasurer’s Report 2012-2013 Budget Election of Directors and Officers Special Recognition Adjournment
    3. 3. to our outstanding board and staff!!!Together we have made it a very good year.
    4. 4. President’s ReportWho Are WeWhere Are WeWhere Are We GoingHow Are We Getting There
    5. 5. JA of Western CT Territory 20 Towns• Ansonia Fairfield Seymour• Bethel Monroe Shelton• Bridgeport New Fairfield Sherman• Brookfield New Milford Stratford• Danbury Newtown Trumbull• Derby Redding Wilton• Easton Ridgefield
    6. 6. Organization Chart Board of Directors Bernadine Venditto President Beverly Balaz Julia DeMeo Director of Rena SullivanDirector of Development Education/ Office Manager Bridgeport Region Channing Moore Special Events Coordinator / Executive Assistant Michelle Brunone Kristine Boles Katie Rossi Grant Writer Valley Education Danbury Education Manager Manager Meg Melagrano Education FT: Green Administrative PT: Orange Manager
    7. 7. JAWCT BOD-23 Members Focus: • Direction • Strategy • FinancialBridgeport Community Board-14 Members Danbury Community Board- 13 Members Valley Community Board- 12 MembersFocus: Focus: Focus: • Local funding • Local funding • Local funding • Volunteers • Volunteers • Volunteers • Awareness • Awareness • Awareness
    8. 8. Student Impact
    9. 9. Top Classroom Volunteer Companies
    10. 10. Current Financials $40K Over Budget!
    11. 11. Top Donor Companies
    12. 12. Special Events
    13. 13. Highlights Exceeded afterschool program goal of 500 students (573)! Added two new BPT schools to the Business Challenge Discussion with Paul Vallas, NEW Interim Superintendent of BPT JAWCT was asked by the Ansonia School District to collaborate on their drop-out prevention initiative Shelton High School Marketing Project High School Heroes Chip’s Diner & Two Steps Grille VCF $75k New partners (volunteers/funders) “Best Buy” (Cesar Batalla)
    14. 14. Our Story Mrs. Reuther’s 3rd grade class at King Street PrimaryRaised $3,000 for Mackenzie Newsome’s upcoming cancersurgery. Money was raised through a business plan created based on JA concepts learned.
    15. 15. 2012 RetreatWhat is our Story-Marketing AwarenessHow do we pay for it- FundingResources Needed
    16. 16. Strategic Steering CommitteeLeadership:Bradford Greene, VP Human Resources, RexelHoldings USADaniel Bley, EVP &CRO, Webster BankDr. Gary Rosato, Director of Curriculum, FairfieldPublic SchoolsChristina Selby, Chief Audit Executive, GE Capital
    17. 17. JA Program Committee
    18. 18. Dr. George R. Dunbar 2012 Free Enterprise Hall of Fame OCTOBER 10, 2012Honorees:Stephanie Blackwell, President & CEO, Aurora Products Inc.,Stratford, CTSusan Coyle, Co-owner, Real Estate Two, Inc., Shelton, CTMerrill J. Forgotson, CEO, BNC Financial Group, Bank of NewCanaan and The Bank of Fairfield, Fairfield, CTRobert Shellman, President & CEO, Odyssey Logistics &Technology Corporation, Danbury, CT
    19. 19. Board of Directors Bridgeport Community Board Chair-Kerry Eaton  Chair-Michael Fucigna  Vice Chair- Robert CottleDanbury Community Board Valley Community Board Chair- Craig Winslow  Chair- Ruth Parkins Vice Chair- Cosmo Alberico  Vice Chair- Carla Sullivan
    20. 20. Board In-Kind ServicesHR CoachingAdvisingFacilities Provided Marketing Services Strategic Planning Printing & Design
    21. 21. Camaraderie Competitive Spirit Determination
    22. 22. Jim Malski Bradford Greene
    23. 23. Cosmo Alberico
    24. 24. Christina Selby
    25. 25. 2011 Approval of Minutes Treasurer’s Report Budget 2012-13 Vote Election of Officers
    26. 26. ElectionsDirectors to be elected to serve three year term 2012- 2015Daniel Bley Traci MorrisCosmo Alberico Ruth ParkinsJim Cosgrove Gary RosatoMike Fucigna Robert ScintoGeorge Logan Craig WinslowMick MaurerBoard chair-2 year term ending in 2014Kerry EatonOfficers-one year termPresident, Bernadine Venditto (ex-officio)Treasurer, Jim CosgroveSecretary (open)Executive Committee- one year termChair, Kerry Eaton Traci MorrisJim Cosgrove Tom SantaMike Fucigna Bernadine Venditto (ex-officio)Robert O’Connor Craig WinslowPhil PalmieriRuth Parkins
    27. 27. ViceMichael Fucigna, Aon Risk Solutions Robert Cottle, Fairfield UniversitySherrie Casasanta, Sikorsky Aircraft Jeff Mount, Curian CapitalPeter Fazekas, Aquarion Water Company Ronald Nolting, People’s United SecuritiesRobert Hendrick, R.C. Bigelow, Inc. Philip Pires, Cohen & WolfRobert Hojnacki, The Bank of Fairfield Gary Rosato, Fairfield Public SchoolsRegina Madwed, Capitol PhotoInteractive Kevin Toohill, UBS Financial Services, Inc.Jim Malski, Action Coach
    28. 28. ViceCraig Winslow, GE Capital Cosmo Alberico Odyssey Logistics & TechnologyKen Eng, Cartus Kelly Mangold, GuidepostsRonald Faanes, Retired Fred Maidment, Western CT State UniversityGeorge Herring, Savings Bank of Danbury Karen Roggeman, Boehringer IngelheimElizabeth Falk, Pitney Bowes William Valenti, Union Savings BankGaurav Manchanda, PraxairTraci Morris, Cartus
    29. 29. ViceRuth Parkins, Iroquois Gas Carla Sullivan Valley Community FoundationAdam Dworkin, Griffin Hospital Mike Marcinek, Fletcher ThompsonDan Fitzgerald, Basement Systems Lynn Padell, Better PackagesMike Jodon, Blum Shapiro Albert Schenck, Wells FargoHeidi Keshavarz, Pitney Bowes John Skerritt, Shelton High SchoolCharlotte Madar, Professional Travel Planners

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