Alumni Association UpdateInternational Chapter Officer ForumAlumni Association Panel: 11 May 2017

WELCOME!

• Byron Marchant ‘78, President & CEO, Naval Academy Alumni

Association and Foundation

• William Dawson ‘82, Executive Vice President for

Engagement, Alumni Association

• Kristen Pironis, VP of Communications, Naval Academy

Alumni Association and Foundation

• CAPT Hank Sanford, USN (Ret.), CFO, Naval Academy

Alumni Association and Foundation

• Jamie Wolff ‘03, Director of Information Services, Naval

Academy Alumni Association and Foundation

• Bill O’Connor, Ph.D., Executive Vice President for

Development, Naval Academy Foundation

THANK YOU

Volunteer Leaders

Chapter Leadership

SHIPMATE Contributors

Membership Drive Coordinators

Chapter Event Coordinators

Plebe Sendoff Picnic Coordinators

Founder’s Day Planners

ACTIVE DUTY ALUMNI

ADM Harry Harris ’78, USN

Commander, U.S. Pacific Command

Fencing and Track & Field

VADM Terry Benedict ’82, USN

Director, Strategic Systems

Programs

Crew

BGEN Brian Cavanaugh ’90, USMC

Deputy Commander, U.S. Marine

Corps Forces, Pacific

Sprint Football and Lacrosse

VADM Tom Rowden’82, USN

Commander, Naval Surface Forces

Soccer

MajGen Loretta Reynolds ’86, USMC

Commander,

Marine Corps Cyberspace Command

Basketball

VADM Jan Tighe ’84, USN

Deputy Chief of Naval Operations for

Information Warfare/ Director of

Naval Intelligence

Basketball and Softball

ADM John Richardson ’82, USN

Chief of Naval Operations

Crew

ADM Phil Davidson ’82, USN

Commander, U.S. Fleet Forces Command

Swimming

ALUMNI IN THE NEWS

• Admiral Harry Harris ‘78, USN

Commander, Pacific Command

“The Old Goat,” oldest Naval Academy graduate on active duty

• Captain Eric Anduze ‘93, USN

Executive Officer, CARL VINSON

Deployment extended due to escalating tensions with North Korea

• Commander Andria Slough ’98, USN

Commanding Officer, PORTER

Launched missiles in Syrian airfield strike

ALUMNI CO’S IN THE NEWS

USS GERALD FORD

USS SIOUX CITY

Commanding Officer, CDR “Shockey” Snyder, Jr. ‘97, USN

Commanding Officer, CAPT Richard McCormack ’90, USN

ALUMNI ASSOCIATION SNAPSHOT

• 79,000 living Alumni

• More than 62,000 Members

• 10 Decades of Classes Represented

• 99 Chapters

• 84 Parents Clubs

• 3,100 Parent Members

BOT Election Results

William Squires '75Eastern Region Trustee

Richard A. Cataldi '69

Central Region Trustee

BOT Election Results

Year Eastern # Eastern % Central # Central % Combined # Combined % Electorate

2014 3521 27.08% 1990 25.42% 5519 26.49% 20832

2017 3139 23.16% 1691 20.20% 4830 22.03% 21922

B/L: Participation Drop off.1090 more Alumni, but 690 fewer votes cast since the last time these two regions voted.

Election Participation (by class)

0

10

20

30

40

50

60

70

80

90

100

19

37

19

39

19

41

19

43

19

45

19

47

19

49

19

51

19

53

19

55

19

57

19

59

19

61

19

63

19

65

19

67

19

69

19

71

19

73

19

75

19

77

19

79

19

81

19

83

19

85

19

87

19

89

19

91

19

93

19

95

19

97

19

99

20

01

20

03

20

05

20

07

20

09

20

11

20

13

20

15

20

18

Turnout %

Shared Interest Group Update

USNA Women Run to Honor

Navy Football – on the road

Sept. 1 (Fri) @ FAU (8:00 pm) Boca Raton, FL

Sept. 30 @ Tulsa Tulsa, OK

Oct. 14 @ Memphis Memphis, TN

Nov 2 (Thur) @ Temple Philadelphia, PA

Nov. 18 @ Notre Dame South Bend, IN / Chicago

Nov. 24 (Fri) @ Houston Houston, TX

WILLIAM DAWSON ‘82,

EXECUTIVE VICE PRESIDENT FOR

ALUMNI ASSOCIATION ENGAGEMENT

KEY PROGAMS SUPPORTED

Another Link in the Chain Alumni Mentoring Program

Honor Our Fallen Heroes Service Academy Career Conference

Midshipman Action Group

REACHABLE ALUMNI (EMAIL %)

0

10

20

30

40

50

60

70

80

90

100

Good Email % (Overall Average improved 72% - 79.7%)

UNREACHABLE ALUMNI (TOTAL)

0

5

10

15

20

25

30

35

40

19

40

19

42

19

44

19

46

19

48

19

50

19

52

19

54

19

56

19

58

19

60

19

62

19

64

19

66

19

68

19

70

19

72

19

74

19

76

19

78

19

80

19

82

19

84

19

86

19

88

19

90

19

92

19

94

19

96

19

98

20

00

20

02

20

04

20

06

20

08

20

10

20

12

20

14

20

16

Percentage Unreachable

0

20

40

60

80

100

120

17

AMP participation by Class

Our two biggest barriers to

growth

• Getting the word out

• Overcoming inertia

The above chart excludes

2016 – 445 Participants

2017 - 151 Participants

REUNION PARTICIPATION (2011 – 2016)

• AAC scheduling rhythm driving class behavior.

• This year – we had 2 - 75 yr reunions (‘41 and ‘42) and a 70… (’46)

5000

5500

6000

6500

7000

7500

8000

8500

2011 2012 2013 2014 2015 2016

Sept. 9 Tulane

62’ (55TH) 82’ (35th)

Sept. 23 Cincinnati

87’ (30th) 97’ (20th)

2/C Parents W/E & PCOC

Oct. 7 Air Force

92’ (25TH) 07’ (10TH) 12’ (5th)

PC Weekend Founder’s Day

Oct. 21 UCF (Homecoming)

Homecoming Golf

67’ (50TH) 72’ (45TH) 77’ (40TH) 02’ (15TH)

DG Recognition

Nov. 11 SMU

Honor Our Fallen Heroes

Veteran’s Day Classic

Run to Honor Dinner

San Diego 2018?

Communications UpdateKristen Pironis, Vice President of Enterprise Communications

LaunchedThank you!

TransformOnline Presence

Strategy

Not a redesign,

but a focus on the

end-user’s digital

experience …

Next StepsTransforming the AA&F Online Presence

• Request for Information

• Launch CRM

• Request for Proposal

• Survey and Audit

• Design, Execution

• Focus Groups and Testing

• Launch

What’s Next? We need your help

• Participate in focus groups and surveys

• Share your story in Chapter News (Thank your chapter secretary!)

• Pitch us! Submit articles and ideas

CFO AND TREASURER

CAPT HANK SANFORD, USN (RET.)

Financial Review

CONSOLIDATED STATEMENTS OF FINANCIAL POSITION

3/31/2017 FY Change Evaluation

Net Assets $256.0M 25.8M

CONSOLIDATED STATEMENTS OF ACTIVTIES – As of 3/31

2017 2016 Evaluation

Revenue $60.2M $36.7M

Support to USNA $23.2M $26.8M

32

FY 17 Budget ($M)

FY 17

Budget

Budget

YTD

Actual

3/31/17

Variance

(%)

Unrestricted Revenues $15.3 $11.4 $11.3 (2%)

Operational Expenses 6.9 5.0 5.4 9%

Salaries & Benefits 8.4 6.3 6.4 1%

Total Expenses $15.3 $11.3 $11.8 4%

Surplus/(Deficit) $- $.1 ($.5)

33

DIRECTOR, INFORMATION SERVICES

JAMIE WOLFF ‘02

BLACKBAUD CRM UPDATE

• We have transitioned to the new CRM system.

• 2 million customer records and financial transactions

converted dating back to 1930.

• Status of Services to Volunteer Leaders (that use CRM)

Class/Chapter List

E-mail to Class/Chapter (with e-mail report)

Class Fiscal Report

Class Fundraising Report

• Class Mail Transition to Google – near completion, still

need to add ability for users to create an account

COLLEGE CREEK PROPERTY LEASE & ALUMNI CENTER PROJECT NAVAL ACADEMY ALUMNI ASSOCIATION AND FOUNDATION

PROPOSED ALUMNI CENTER LOCATION

QUESTIONS

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Relocation

Contract Award for

Mail/HAZMIN

relocation

Construction of Mail/HAZMIN

NAAA&F Alumni Center Design

 Legislative Process

Alumni Center Construction

CY 2021

Jo

in

t

Appraisal

NA

AA

&F

Draft Lease

CY 2016 CY 2017 CY 2018 CY 2020

Na

vy

Legislative Proposal

Assess Environmental Condition McKinney Act

Environmental Assessment

Mail/HAZMIN relocation design

CY 2019

LONG RANGE TIMELINE*

TODAY

Lease

NDAA

*5/9/2017

EVP FOR DEVELOPMENT

BILL O’CONNOR

SUCCESS TO DATE (through 28 February 2017)

$400 MILLION GOAL

Raised Needed

$276.5 million $123.5 million

KEY PRIORITIES REMAINING

• International Programs

• Experiential Leadership Development

• Alumni Center

• Annual Fund

NATIONAL CAMPAIGN LEADERSHIP STRUCTURE

USNAF Board of Directors

Campaign Executive Committee

Regional CampaignActivity

NYC Metropolitan

Northern California

Midwest

Mountain West

Georgia/Florida

Texas

Campaign Priority Committees

Cyber and STEM-Related Disciplines

International Programs

Physical Mission Leadership

WHY SUPPORT THE ANNUAL FUND?

• Funds the operations of the Naval Academy Foundation,

which then goes on to raise up to 10 times as much

• Provides the Supe with $1 million or more per year to

apply where it’s needed most

• Provides critical support for alumni programs and services

• For most donors, it’s the most immediate and impactful

way of supporting the Academy

ALL ACADEMY CHALLENGE

• May 31 – 6 June

• New Web Platform/Real-Time Reporting

QUESTIONS