President’s Blog


10
Jul 2017

It’s hard being a fraternal.

You have to operate a well-run financial services company that offers consumers the life insurance and retirement income products they need and want. You have to provide those products at the price consumers are willing to pay in a fiercely competitive marketplace. You have to offer members an array of additional benefits such as scholarships, affinity program discounts, and cultural events. And, on top of all that, you have to fund programs and facilitate volunteer activities that reflect the shared values of your members.

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26
Jun 2017

When I was born back in the dark ages, my dad – who was very excited to have a son after four daughters – went into the recovery room, kissed my mom, grabbed the doctor and…headed to the track!  When he arrived, the woman at the betting window said, “Mr. Annotti, you look like you’re in a whirl.”  He explained the reason for his exuberance, looked down at the program, and noticed that there was a horse in the next race named “In......

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19
Jun 2017

Guest Blog – Joe is traveling quite a bit this week so here with a guest blog is Andrea Litewski, Alliance Director of Education.

Last month, the Alliance held its first ever Spring Symposium, a reimagining of our traditional Mid-Year Section Meetings. Over the course of a day and a half, the Symposium had thirty sessions in five different tracks – Business Operations, Communications and Community Engagement, Compliance,

 » Read more about: Spring Symposium Hits the Mark…  »...

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13
Jun 2017

After nearly a year of work, the Alliance Board of Directors has announced plans to overhaul the organizational structure of the association in order to focus greater resources on advocacy initiatives and utilize technological advances to more cost effectively deliver education, information, and networking services to members. Here is a link to the Board Bulletin that was sent to members yesterday.

The transition to the new organizational model will take place over the next 18 months,

 » Read more about: Board of Directors opens......

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05
Jun 2017

A few books to pack before heading to the beach, lake, mountains, or your backyard patio:

Novels
As most of you know, I’m not a huge fiction fan, but I really enjoyed these three…

Lincoln in the Bardo by George Saunders – Wildly creative; deeply touching; the most inventive ghost story I’ve read in a long while.

Rules of Civility by Amor Towles – Wonderful story in an F.

 » Read more about: Summer......

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30
May 2017

I’ve always admired Alan Simpson, the former GOP senator from Wyoming, whose book – “Right in the Old Gazoo” – is one of my all-time favorite political memoirs.

I’m not saying I always agreed with Simpson’s policy positions, but I always appreciated the fact that I knew where he stood and, more importantly, why he stood there. While he had strong opinions – and wasn’t afraid to share them – he was willing to listen to other views and wise enough to know when it made sense to compromise and when it didn’t.

......

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22
May 2017

The great tax reform debate of 2017 got underway last week with a House Ways and Means Committee hearing entitled, “How Tax Reform Will Grow Our Economy and Create Jobs.” This was the first of what we expect to be a series of tax reform-related hearings expected to be held by the panel this year. And the discussions will not likely be restricted to the House of Representatives, as it is almost certain that the Senate Finance Committee will also conduct hearings on tax reform this year.

 » Read more about: And......

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15
May 2017

Last week, I attended a conference of trade association executives that focused on how “digital transformation” is fundamentally changing the way we provide services – advocacy, education, information – to our members. The crowd was composed of a mix of trade group leaders and included the head of corporate trade associations (like the Alliance) and professional societies (such as health care professionals, attorneys and actuaries). But the challenges we faced were eerily similar: flat or declining dues revenue;

 » Read more about: Outsourcing innovation…  »...

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08
May 2017

Last week’s post discussed the importance of measuring the impact of your society’s “social good” and offered a methodology for doing so developed by Cynthia Tidwell and her team at Royal Neighbors of America (RNA). I’ve received several inquiries from fraternal leaders about the RNA formula and have connected them to the folks at that society who are more than willing to discuss how they apply it to their outreach efforts.

But before you measure what you do,

 » Read more about: A simple idea, elegantly executed…  »...

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