President’s Blog


20
Jul 2018

You’re going to need something to read during August vacation season, not to mention on your flights to and from Minneapolis for the Alliance’s Annual Meeting in early September, so here are a few suggestions…

  • Fare Thee Well (Joel Selvin) – A well-researched, if a bit tawdry, look at the four original members of the post-Jerry Garcia Grateful Dead and their struggle to come to terms with the loss of their musical and spiritual leader,
 » Read more about: A little light summer reading…  »...

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16
Jul 2018

It’s no secret that I’m a fan of fraternals looking for ways to form partnerships, alliances, or shared services arrangements in order to create the scale and scope needed to be a relevant player in the financial services market. Successfully fulfilling our social mission – the characteristic that separates us from all other financial services providers – is heavily dependent on our ability to generate the revenue that allows us to directly fund causes and programs that reflect our members’ shared values.

 » Read more about: The “Secret Sauce” of Partnering…  »...

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09
Jul 2018

At its June 5, 2018, meeting, the Alliance Board of Directors took several important steps to facilitate the transition to the organization’s new association management company operating model.  This CEO FORUM was sent to all Alliance member society CEOs and key contacts on June 26.  The feedback we’ve received has been very positive.  While members acknowledge that such a significant change is difficult, CEOs expressed both an understanding of the underlying reasons driving the Board’s actions and support for the decision to focus the Alliance’s resources on the benefits and services......

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02
Jul 2018

Last week, the 100th member of the U.S. House of Representatives signed-on as a co-sponsor of House Congressional Resolution 10 – the Alliance’s “Fraternal Resolution.”  The 100 co-sponsors of HCR 10 include Democrats and Republicans. They represent districts across the U.S., some of which have a significant population of fraternal members and others with only a smattering of local chapters.  The “fraternal caucus” of HCR 10 supporters is composed of lawmakers with......

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25
Jun 2018

I had the pleasure of leading a group of executives and board members from ten Alliance member societies domiciled in Pennsylvania to a meeting with Insurance Commissioner Jessica Altman and Deputy Commissioner Joe DiMemmo last week in Harrisburg, PA. Commissioner Altman had been serving on an interim basis until just two months ago when she was formally confirmed by the State Senate. Deputy Commissioner DiMemmo is the individual within the Insurance......

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18
Jun 2018

As you know, the Alliance is in the process of transitioning to a new operating model in 2019, and the 2018 Annual Meeting is the best way for you and your staff to learn more about how that change will better serve your society and the fraternal community. No doubt there will be some melancholy moments as we say farewell to the “old-school” style Annual Meeting. But you will also get a sneak preview of what the “new” Alliance has in store for you in......

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11
Jun 2018

I grew up in a dusty little farm town in northern California.  By the time I was in 4th grade I knew I wasn’t going to spend the rest of my life there.  The town’s greatest asset for a kid like me was that it was less than a two-hour drive from San Francisco – the hub of the counterculture and a fertile breeding ground for some of the best music ever created.

 » Read......

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01
Jun 2018

Last week, more than 160 fraternal professionals – from CEOs to asset managers, and community service directors to actuaries – met in Chicago for the Alliance’s second “Spring Symposium.” The Symposium was created to consolidate the Alliance’s vast array of former “Section” meetings under one roof, in an effort to make it easier and more cost-effective to members to attend, and to generate some synergy among practitioners of the various disciplines......

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21
May 2018

With the signature of Minnesota Governor Mark Dayton over the weekend, Minnesota became the first state to enact Alliance-sponsored legislation that dramatically improves fraternal solvency regulation. The bill (HB 3799) had passed the state House of Representatives by a 122-0 vote and the state Senate by a vote of 67-0 – a demonstration of the overwhelming and unprecedented support for the measure by lawmakers on both sides of the aisle.

 » Read more about: Minnesota becomes first state to enact Alliance-sponsored fraternal solvency......

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14
May 2018

Last month, executives from more than a dozen small societies – defined as organizations with assets of $200 million or less – met at the Alliance’s first-ever Small Society Forum. The event was held in conjunction with the Executive Summit in Washington, DC, and was created at the request of small society executives who wanted the opportunity to discuss common issues with each other and Alliance leadership. I thought the meeting was productive and useful,

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