President’s Blog


26
Jan 2015

House Ways and Means Committee Chairman Paul Ryan (R- Wis.) has said that “everything is on the table” when it comes to tax reform.  Senate Finance Committee Chair Oren Hatch (R-Utah) and Ranking Member Ron Wyden (R-Ore.) have created five bi-partisan “study groups” to analyze all facets of the Tax Code.  And President Obama outlined his tax reform proposals during last week’s State of the Union address.

While none of these developments guarantee that Congress will enact meaningful tax legislation in 2015,

 » Read more about: Ready, Set, COMMUNICATE!  »...

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19
Jan 2015

Join Hands Day155

The fraternal business model is built on taking care of one another in a cooperative and collaborative way.  It’s an organizational marvel, if you ask me.

A society’s first duty is to take care of its members.  We accomplish this in large part by providing a variety of financial services products to families to help them secure their fiscal futures with minimal reliance on government safety......

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12
Jan 2015

Every so often there will be an occurrence – in business, in politics, in athletics – that may not only affect the outcome of an individual contest, but actually fundamentally re-structure the way the game is played.  Think about the impact of the Internet on retailing, the emergence of the Tea Party on political races, the three-point shot in basketball.  I consider all of these to be “game changers.”

GameChanger2

This......

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05
Jan 2015

My wife and I spent Christmas in New York City with our older son and daughter-in-law.  Our daily walking excursions in the Big Apple took us from our children’s apartment on the Upper West Side all the way down to Little Italy (of course!), SoHo, and Greenwich Village.  We saw a host of historic sights on our meanderings through Manhattan, including The Dakota, the apartment building where John Lennon (the ultimate “disruptive learner” – see my previous blog posting) lived and was tragically killed more than 34 years ago. 

 » Read more about: Life Is What......

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30
Dec 2014

I’m not a big “New Year’s Resolutions” guy.  I find most of the things people “resolve” to do silly, short-lived, and inconvenient. For instance, I really don’t like competing for space at the gym in January with the dozens of yahoos who have resolved to “get in shape” in the New Year.  (Although I do take a sort of perverse comfort in knowing that 90% of them will be gone by the time Valentine’s Day comes along,

 » Read more about: Therefore, be it firmly resolved…  »...

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22
Dec 2014

Newton’s Third Law of Motion states that for every action, there is an equal and opposite reaction. For some reason, this old chestnut popped into my head when contemplating writing about Christmas. Why? Because, ask anyone what they love about the season; then ask someone else what bugs them most about this time of year and chances are, you’ll often find the same answer given for both questions.

yin yang cropped

LOVE:  The Christmas music!

 » Read more about: The Yin and the Yang of......

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15
Dec 2014

Alliance Education Manager Andrea Litewski takes over the blogging chair to let you know about a great new learning opportunity that is now available for you and your staff.

Well, the holidays are officially here and there are only a few precious shopping days left. In addition to the holiday rush, how many of you are slammed at work finalizing planning and budgets for 2015? Why not “think outside the box” when planning your team’s professional development next year and give them the gift of high quality,

 » Read more about: Guest......

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09
Dec 2014

Last week’s posting touched on the need for fraternals to use the information in their existing databases to help them become more effective, efficient, responsive and anticipatory organizations – making the hyper leap from serving members to actually knowing what financial service products and community service engagement opportunities will appeal to them before they do. If you are an Amazon customer – “If you liked this you’ll LOVE this one!

 » Read more about: Data be the day  »...

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01
Dec 2014

One of the characteristics of the fraternal model in which we take great pride is the “engagement” of the individuals that comprise our societies. Our commercial insurance company colleagues have “policyholders.” That’s a rather sterile word that implies a transactional relationship between a business and an individual. I pay you a fee (in this case, a premium) and you provide me a product or service (in this case, a promise to pay a claim or benefit).

 » Read more about: Measuring “Engagement”  »...

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21
Nov 2014

Many people consider Thanksgiving to be their favorite holiday: no presents to buy, no outdoor decorations to hang in the frigid weather, no indoor greenery shedding needles that will continue to be vacuumed out of the carpet eight months later, no mandatory staying up late, and no noisy fireworks that drive the dog crazy. Truth be told, these probably aren’t the same people who are expecting 17 at their 12 person-maximum dining table, complete with Aunt Gertrude who always has an opinion and is not afraid to express it.

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