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
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
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 2012-2013 Budget Election of Directors and Officers Special Recognition Adjournment
to our outstanding board and staff!!!Together we have made it a very good year.
President’s ReportWho Are WeWhere Are WeWhere Are We GoingHow Are We Getting There
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
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
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
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)
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.
2012 RetreatWhat is our Story-Marketing AwarenessHow do we pay for it- FundingResources Needed
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
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
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
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 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
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
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
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