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Blog break for the Alliance Annual Meeting and a little R&R…

September 4, 2018
I’m hoping to see many of you this week at the Alliance Annual Meeting in Minneapolis. As I write this, the staff is all working at about 150% of capacity finalizing all the details for what promises to be an excellent educational and networking event – while at the same time preparing for the transition to our new operating model, which will be implemented in January 2019. You will learn much more about how the “new Alliance” will impact your society and the fraternal community at the Annual Meeting. It will be addressed in my comments, as well as those from Board Chair Kevin Marti and Vice Chair Tim Kuzma, and we will conduct a Membership Forum on Thursday afternoon where you can ask specific questions about the new operating model of the Alliance’s leadership. Saying goodbye to some of the features of the current Alliance – including many of the incredibly talented and dedicated staff who have devoted an unselfish effort to the organization and its members – is painful. There is just no two ways around that. However, the Board is moving forward with the confidence that the decision to restructure the Alliance provides the best opportunity for the association to best serve members and remain independent and sustainable over the long-term. Following the Annual Meeting, I will be taking some time off to re-charge my batteries and prepare for 2018’s home stretch. My next post will be on Monday, September 24, from Salem, Oregon, where I will be leading a delegation of Alliance members on three days of meetings with state legislators in an effort to generate support for maintaining the fraternal premium tax exemption, which may come under fire in 2019. Stay tuned for more information on that and other offensive and defensive advocacy initiatives in the fourth quarter.