GOVERNING BOARD WORKING SESSION

Thursday, January 28, 2010, 4:00 p.m. to 10:00 p.m.

Riverwood Inn and Conference Center, Otsego, Minnesota

 

Board Training

 

 4:00 p.m.    Introduction of Board Members

 

 4:15 p.m.    Section Alignment with Association – Vision, Mission, Guiding Principles (Moulton)

 

 5:15 p.m.    Brian Bergantine Sings “Here Come the Yankees”

                     As a result of a friendly challenge with a Yankees fan prior to the World Series, Phillies fan Brian Bergantine will sing the Yankees fight song.  If prompted, he may also talk like a pirate.

 

 5:20 p.m.    Board Member Roles & Responsibilities (Thornley)

                     Typical Annual Board Schedule and Meetings

                     How to Prepare for a Board Meeting

                     How Board Meetings are Run (Parliamentary Procedure - Robert’s Rules of Order) (Thornley)

                           Duties of Key Participants

                           Order of Business

                           Consent Agenda

                           Motions

 

 5:50 p.m.    Governing Documents (Vempati)

                     Bylaws

                     Policies/Procedures

                           Position Descriptions

                                 Executive Board

                                 District Trustees

                                 Council Chairs

                     Strategic Plan

                           History

                     Business Plan

 

 6:25 p.m.    Minnesota AWWA Finances Primer (Thornley/Vempati)

                     Section Finances

                           Income Sources

                           Expenses

                           How to Submit a Budget

                           Importance of Expense Reports

                           How We Did in Fiscal Year 2008

                           Basic Accounting: Balance Sheet and Profit and Loss

                           How to Review Monthly Financial Reports

                           Status of Operating, General (Reserve), and Endowment Fund

 

 7:00 p.m.    Dinner

 

 8:00 p.m.    Strategic Planning (Spain)

 

 8:50 p.m.    Forums 

 

                     Council Chairs

   Administrative and Policy (Eaton)

                     Conference (Lubovich)

                     Minnesota Associates (Belden)

        Public Affairs (Volker)

                     Training (Glassing)

                     Water Utility (Shea)

 

                     Trustees

                     Central (Vollbrecht)

                     Metro (Bramwell)

                     Northeast (Proulx)

                     Northwest (Bergantine)

                     Southeast (DuChene)

                     Southwest (Sweers)

                     At-Large (Stai)

 

 9:40 p.m.    Open Forum (Moulton)

   

10:00 p.m.   Adjourn

 

                 


GOVERNING BOARD MEETING

Friday, January 29, 2010, 8:00 a.m. to 12:00 noon

Riverwood Inn and Conference Center, Otsego, Minnesota

 

AGENDA

 

1.         CALL TO ORDER (Moulton)

 

2.         ROLL CALL (Thornley)

 

3.         CONSENT REPORT

 

      MINUTES APPROVAL

      FINANCIAL REPORT (Thornley)

      ASSOCIATION DIRECTOR'S REPORT (Schultz)

      DISTRICT REPORTS

            Central (Vollbrecht)

            Metro (Bramwell)

            Northeast (Proulx)

            Northwest (Bergantine)

            Southeast (DuChene)

            Southwest (Sweers)              

      COUNCIL REPORTS

            Administrative and Policy (Eaton)

            Conference (Lubovich)

            Minnesota Associates (Belden)

            Public Affairs (Volker)

            Training (Glassing)

            Water Utility (Shea)

 

4.         CONSENT DISCUSSION ITEMS (Moulton)

 

5.         UNFINISHED BUSINESS

Selection of Publications Vendor (Peterson)

Publications Committee Chair Karla Peterson developed a request for proposal and solicited bids for the publication of the Breeze.  The committee selected finalists, and the board will make a final selection.

 

Travel Policy (Spain)

A committee (Stai, Peterson, Eaton, and Spain) was formed to make recommendations on our travel policies for members and to find out what policies other sections have.

 

Board Member Travel Expenses/Friday Board Meeting at Annual Conference

At the September 28, 2009 board meeting, the issue of travel expenses for members to attend board meetings was discussed. 

 

During discussion of travel expenses to board meetings at the September 28, 2009 meeting, a motion was made and then postponed to eliminate the board meeting on Friday morning at the annual conference.  During the annual conference, board meetings are held Monday night, Tuesday morning, and Friday meeting, necessitating lodging expenses over several days.  The possibility of either keeping the meetings closer together or having a conference call in lieu of a Friday meeting was discussed.  A motion was made to eliminate the Friday board meeting.  A motion to postpone indefinitely the main motion was made and passed.

 

Hiring of Volunteer Coordinator

In 2009, the board approved the hiring of a volunteer management coordinator to follow up with section volunteers and perform other administrative duties.  The budgeted amount for the coordinator was $4,000, but it was decided to combine this position with an administrative assistant sought by the membership committee, bring the expense to $7,500.

 

6.         NEW BUSINESS

Policies for Sharing Member Information and Attendee Lists (Thornley)

Vendors who display at product shows at our annual conference and district schools sometimes ask for member lists and/or a list of attendees at the conference or school.  Should this information be shared with vendors who probably plan on using it for solicitation purposes?  Should registration forms for the conference and district schools include an opt-in/opt-out check box so that the information shared will be of only those who have granted permission?

 

Sites of Future Board Meetings (Thornley)

This is the final year of our contract with Riverwood for the January working session and board meeting.  The site of the May 2010 board meeting, to be held in the Southeast District, also needs to be determined.

 

Regional Meeting of Section Officers (RMSO) and Johnny Holm Concert

The 2010 Regional Meeting of Section Officers will be held in Minneapolis Friday, April 16 and Saturday, April 17.  We need to determine who is going from our section.  We will also be participating in providing the Friday night entertainment, which will be a trip to the Water for People concert in Medina.  Two sponsorships of $1,500 each will cover the costs of 48 people to the concert as well as to a pre-concert reception that will include food.  This may be cheaper than paying for individual meals in addition to concert tickets.

 

A proposal for additional funding for the RMSO is attached.

 

Water Utility Council Budget (Shea)

The Water Utility Council is requesting an increase in its budget to add an additional utility member to the Fly-in in Washington.

 

Competitions Committee (Bergantine)

The Competitions Committee is requesting an increase in its budget.

 

 

7.         NEXT BOARD MEETING

            May 7, 2010 in the Southeast District.

 

8.         ADJOURNMENT