President’s Blog


01
May 2017

I’m certain that every Alliance member society has a laundry list of quantifiable metrics to assess the performance of the financial components of their operations.  This would include items such as sales results, premium written, contributions to surplus, claims payments, investment return, expense ratios, and dozens of others.  The fact is, you couldn’t effectively manage your operations – and demonstrate to your members that you are a capable steward of the society’s assets......

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24
Apr 2017

I spent last Thursday in Washington, D.C., meeting with the tax counsels of Senate Finance Committee and House Ways and Means Committee members. This was my third trip to Capitol Hill in the last month.

Our objective is to meet with every member of both congressional tax writing committees before the debate on tax reform begins in earnest. And based on news reports coming out late last week, that debate could......

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17
Apr 2017

One of the most compelling and well-received presentations at the Alliance’s Executive Summit held in Chicago earlier this month was one we added to the program at the last minute.  Brad Campbell of the DrinkerBiddle law firm (an Alliance associate member) delivered an insightful 30-minute address on the Department of Labor’s controversial Fiduciary Rule – most of which had been officially been placed on a 60-day delay only the day before.  Brad then took another 30-minutes of questions (which could have easily been......

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10
Apr 2017

The Alliance held its Executive Summit – the annual gathering of member society CEOs and their selected top executive  – in Chicago last week.  This year, we revised the format for the meeting based on member feedback. We made it an “invitation-only” event and included more member-to-member networking and roundtable sessions, facilitated more conversation between members and featured speakers, and limited the number of sponsorships.

Fifty-six executives, including 32 CEOS,

 » Read more about: Members’ comments on the Alliance’s Executive Summit…  »...

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04
Apr 2017

Here’s a photo proving that I did it – shaved my head bald in front of dozens of fraternal executives gathered for the Alliance’s Executive Summit in Chicago.

My 2017 fundraising goal was $5,000 and thanks to the generosity of friends, family, and fraternalists, I generated more than $6,000 in contributions – all of which go to one of the worthiest causes I can think of: the St. Baldrick’s Foundation to fund children’s cancer research.

 » Read more about: Bald is Beautiful!  »...

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27
Mar 2017

Driven by the support of 40 member societies, the first-of-its-kind fraternal branding initiative was approved by the Alliance’s Board of Directors last week. Maddock-Douglas, the branding consultant retained by the Alliance to complete this project, will begin work on the first of the three components of the program will begin this week. The final work products will be delivered to Alliance members by the end of the year.

To refresh your memory,

 » Read more......

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20
Mar 2017

I received a fair number of responses to a recent post on technology issues (“Climbing the Ladder, drinking the Lemonade, and looking for a safe Haven…”).  A few brave souls posted their comments on the web site, others emailed them to me privately, and still others shared their thoughts through third parties (“Please let Joe know that I think he’s crazy”).

Fair enough.

But I received one response from an associate member of the Alliance,

 » Read more......

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13
Mar 2017

Last week, I had one of those experiences that reminds me why I love being the president and CEO of the American Fraternal Alliance. I led a group of fraternal members on a series of visits with members of Congress and watched them secure the future of the fraternal tax exemption by telling their stories of the good works that they and their colleagues do in the backyards of the lawmakers with whom we met.

 » Read more about: Seed money…  »...

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06
Mar 2017

I promise this will be the last time I ask you – at least this year, anyway – but there is less than a month to go before I “brave the shave” to raise money for the St. Baldrick’s Foundation for children’s cancer research and I’m still just a little short of my $5,000 fundraising goal.

St. Baldricks

I hope you will join with dozens of other fraternal colleagues – and a smattering of my family members – and help me reach the $5,000 threshold......

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27
Feb 2017

capitolOn February 15, I spent the day on Capitol Hill meeting with the tax counsel for a variety of Republican and Democratic members of the House Ways and Means and Senate Finance Committees.  Conducting this type of in-person outreach to legislators and their staff is one of my most important responsibilities as the president of the Alliance.  And with tax reform – the Alliance’s signature and single most important issue – squarely on the congressional priority list in 2017,

 » Read more about: Tax......

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