New Staff OrientationOklahoma and Arkansas Chapter

April 2013

Staff OrientationAgenda

Janice Morgan, Senior Director – Administration and Board Relations

Overview and History of Oklahoma and Arkansas Chapter· Strategic Plan/Staff Work Plans· Administrative Information· Employee Policies

Kate Scruggs, Director of Finance· Accounting Overview · Payroll/Benefits Review

Lindsay Jordan, Director of Development· Donor/Foundation Relations· Major events

Nellie Windsor, Director of Communications

Allison Hogue/Randle Lee - Public Policy for OK & AR

(Vacant) Director of Programs· Educational Programs · Training

Welcome

Melissa CurryProgram Coordinator – Western Arkansas Regional

Office/Fort Smith

Mary WhittakerAARP Volunteer - Tulsa

Oklahoma & Arkansas Chapterby Janice

(Hand-Outs in manual): Current Organizational Chart Brief History Key People – OK/AR Chapter and National Alzheimer’s Association Mission Statement Vision Statement Current Chapter Strategic Plan Financial History/Annual Report Newsletter Sample(s)

Management Team

Mark FriedPresident/CEO

Director of Finance

Randle LeeRegional Director Central OK - OKC

Janice Morgan – Sr. Director Admin. & Board Relations

Nellie WindsorDirector of

Communications

Lindsay JordanDirector of

Development

Sarah FowlerRegional DirectorFort Smith/W AR

Beckie MooreRegional DirectorLittle Rock/Central

AR

Director of Programs (Vacant)

Jack EatonSr. Director –

Arkansas Operations

NW AR-Bentonville

Our History Our history begins in 1980’s, when

the two-state region consisted of 4 separate chapters, with Tulsa known as the Tulsa Green Country Chapter. Up to the late 1990’s, there were 203 chapters nationwide!

In 1996, OKC and Tulsa merged to become the Oklahoma Chapter.

In 2001 Western Arkansas (Fort Smith) merged with OK as part of a Strategic Realignment Plan by National; thus we became known as “The Oklahoma and Arkansas Chapter”.

W AR Office – Fort Smith

C AR Office – Little Rock

1997 “Oklahoma Chapter”1 of 203 Chapters nationwide in

1997!

1997 “Arkansas Chapter”

Our History

The former “Central Arkansas Chapter” soon disaffiliated with the National Alzheimer’s Association. NOTE: The former group is currently known as “Alzheimer’s Arkansas”, and is affiliated with the Alzheimer’s Foundation of America.

In mid-2002, our chapter opened the Central Arkansas (Little Rock) Regional Office.

We later opened an office in Bentonville known as the NW AR Regional Office.

W AR Office – Fort Smith

NW AR Office – Bentonville

1997 “Oklahoma Chapter”1 of 203 Chapters nationwide in

1997!

1997 “Arkansas Chapter”

Central AR Office – Little Rock

Our History Our current budget is approximately $3.5+ million.

As of April 2013, the chapter has 32 employees, plus 1 PT employee and one vacancy.

Currently the Chapter Board membership stands at 47, including one member diagnosed with AD.

An Alumni Advisory Board was formed in 2005 because of the strong leadership base from Tulsa. Current membership stands at 15.

Our History – From the National

Perspective

Harry Johns has been President/CEO of the National Alzheimer’s Association since 2005. He was formerly with the American Cancer Society for 23 years.

Shared Fundraising Model

In 2006, the Oklahoma and Arkansas Chapter became the first chapter nationwide to sign the Shared Fundraising Agreement with National—a model emphasizing cooperation, not competition.

Shared FundraisingThe shared fundraising agreement was later adopted by 72 chapters.

The agreement resulted in incentives for the National organization to invest in Chapters. The unrestricted sharing formula for locally raised and unrestricted funds changed.

– 60% remains with chapter; – 30% goes to National; and – 10% Nationwide Mission

This effort strengthens our nationwide competitive advantage, pulling us together as an organization and accelerating progress toward our mission.

60% - Chapter

30% - National

10% - Nationwide mission

New Leadership 2010

Mark Fried, former E.V.P. and regional director of the OKC Office, was promoted to President/ CEO on July 1, 2010, following the retirement of long-time former President/CEO, Judi Ver Hoef.

Our MissionMission Statement

‘To eliminate Alzheimer’s disease through the advancement of research;

to provide and enhance care and support

for all affected; and to reduce the risk of dementia

through the promotion of brain health’

Oklahoma and

Arkansas Chapter

Our MissionMission Statement

‘To eliminate Alzheimer’s disease through the advancement of research;

to provide and enhance care and support

for all affected; and to reduce the risk of dementia

through the promotion of brain health’

‘

Oklahoma and

Arkansas Chapter

Vision Statement

‘A world without Alzheimer’s’

Oklahoma

and Arkansas Chapter

Annual Report

Most recent copy in manual; 2012 Report in progress· Questions: Kate Scruggs,

Director of Finance

Strategic Plan The current national FY12-14 Strategic Plan (SP) approved by the

National Alzheimer’s Association was reviewed and approved by all chapters, which vote via the National Delegate Assembly. Plans are currently underway for the next SP as several work groups have been formed around the chapter network for this purpose.

Following approval of the National SP : – Chapter Board and Management Team reviews and determines

priorities for Chapter. – Management Team then works with direct reports in developing

individual work plans, with well- defined measurables.

· The staff work plans are part of the employee review process, which is reviewed quarterly, and becomes part of the annual performance evaluation.

Chapter’s Growth

$4,000,000 $3,500,000 $3,000,000 $2,500,000

Revenues

Expenses $2,000,000 $1,500,000 $1,000,000

$ 500,000

NATIONAL ASSOCIATION KEY PEOPLE

(List in Manual) Harry Johns – CEO at the National office; formerly with American

Cancer Society for 23 years

Mike Houston, Director of Principle & Major Gifts, is our direct contact for OK/AR Chapter

Robert Egge, VP of Advocacy/Public Policy; located at Washington D.C. office.

Scott Gardner, VP of Chapter Relations at the National Office

– Jim Wilgus, Senior Director of Chapter Relations, has responsibility over our region and facilitates Chapter’s Board and Management Team retreats

BOARD/KEY PEOPLE– Charlie Cole: (Past) National and local Board member; serves on

Chapter Advisory Board and Governance & Nominating Committee; facilitates our board orientation program for Arkansas members.

– Charlie Harding: Top Walk fundraiser in Tulsa over past ten years, raising over $300,000 in past decade; board member and former member-at-large of Executive Committee; also served as Chapter Delegate to National Assembly in 2009.

– Jackie Kouri: Served on Chapter board 2004-2012; Elected to National Board in 2010; Served as Member-at-large of Executive Committee; Immediate Past Chair of Chapter Public Policy Committee. Jackie also previously served as Chair of Development for the chapter. She has recently agreed to facilitate the board orientation for new members in Oklahoma.

BOARD/KEY PEOPLE– Tom Palmer– Member of Chapter board since 2006; Member-at-Large of

Executive Committee effective 2009; serves as Chapter Delegate to the National Assembly; Co-chairs Governance & Nominating Committee and member of Alumni Advisory Board.

– Margaret Swimmer –Past Chair of Chapter Board; served 9 years from 2002-2011; Co-chaired Governance and Nominating Committee; moved to Alumni Advisory Board in 2011.

– Bob Thomas: (Past) National and local Board member; (former) Vice Chair of National Development Committee; and current member of local Advisory Board; very active with our chapter in fundraising/advocacy efforts. Alumni Board member.

CHAPTERBOARD LEADERSHIP

LOCAL: (See Board Roster)

Alzheimer’s Association Oklahoma and Arkansas key board members:– 2011-2013 Chairman of the Board – Craig Silberg– 2014-2016 Chair-elect – Jeff Cope– Immediate Past Chair: Harry Sheline – Dir. of HR for Williams– Executive Committee: Craig Silberg (Tulsa); Jeff Cope (Tulsa);

David Murlette(Tulsa); David Lawson (Tulsa); David Dearman (Little Rock); Susan Dornblaser (Tulsa); Tom Palmer (Tulsa); Jim Holman (OKC)

– Standing Committee Chairs: Personnel: Harry Sheline; Finance & Compliance: David Dearman; Development: Jeff Cope; Program: David Murlette; Public Policy: Susan Dornblaser; Governance & Nominating –Tom Palmer; Compensation: Harry Sheline; Audit: Dave Lawson

Orientation Administration/Office

Managementby: Janice Morgan

Oklahoma and Arkansas Chapter

RoleSenior Director of Administration and

Board Relations including office management, for the OK & AR Chapter– Executive assistant to CEO – Liaison to Board of Directors: board correspondence should

be directed to Janice for distribution.– Communication link for all staff; scheduling time with CEO– Human Resources: link with chapter staff for hiring

process/procedures; pre-hiring documentation/orientation, etc.– Chapter files/National reporting– Corporate records

Administration by: Janice Morgan

Alzheimer’s Association Insite (for employees)https://insite.alz.org/login.aspx?ReturnUrl=%2finsite%2fintouch%2findex.html

– Online Learning Center– Training modules for many areas of

organization– Volunteer Management : Everyone Ready

· This volunteer management online training tool is available 24/7, allowing you to soak in information at your pace. The site provides a new seminar or self-instruction guide every third Monday of the month.· Scroll down to "Everyone Ready" and hit "view."

· Select "enter Everyone Ready."· Enter your alz.org e-mail address.

Administration Supplies - Printed Materials

All stationery, envelopes, acknowledgement cards, donor envelopes, and Chapter brochures are ordered through Administration

Alzheimer’s brochures ordered through Insite/Alzheimer’s Store online; others printed by local printer (through Nellie Windsor)

Office supplies: Office Depot is our vendor of choice in all locations. – Use Office Depot card for purchases made at store– Remember: Sales tax exemption form for OK– Debbie places weekly supply orders for Tulsa (list in supply

room).

Administration Overviewby: Janice Morgan

Employee Handbook (Hand-out) –KEEP IN SAFE PLACE . PLEASE REFER TO THIS MANUAL WITH BASIC HR QUESTIONS.– Revised as of July 2012– All employees receive copy – Must sign and return acknowledgement form– Must return Handbook to Association when leaving employment or when

updated copies are distributed. Contents

– EEO– Employment Classifications– Confidentiality– Incidents/Unusual Circumstances– Standards of Conduct– Solicitations– Professional Licensure– Dress Requirements and Appearance– Nepotism

Administration Overviewby: Janice Morgan

Employee Handbook Contents, Cont’d.– Personnel Records– Reference Checks– Separation of Employment– Performance Evaluations– Substance Abuse– Smoke Free Environment– Sexual Harassment– Grievance Procedure– Public Relations– Computer Usage

Section 2 –Benefits (Kate Scruggs handles all benefit information)- Vacation- Personal time (Including donation of hours to other employees)- Holidays (10 + 1 Floating)- Medical/Dental Insurance- 401 (k) Retirement Benefit- Incentive Compensation Program

Administration Overviewby: Janice Morgan

Employee Handbook Contents– Compensation– Attendance

· Leaves of Absence (Donation of Personal Hours toco-workers; Military Leaves of Absence)

· Jury Duty· Attendance and Punctuality

Please sign Handbook Acknowledgment and Statement of

Disciplinary Action Acknowledgement forms, returning to

Janice Morgan or Kate Scruggs.Please note that handbooks should be returnedto Administration if employment is terminated.

Administration Overviewby: Janice Morgan

Employee Documents (handouts) to be signed and placed in personnel file include:– Confidentiality Statement– ICE (emergency contacts) form– Conflict of Interest– Social Media – Appearance Policy– Computer Usage Policy– Acceptable Use Social Media Policy– Acknowledgement of Employee Handbook– Disciplinary Action Acknowledgment form– Payroll documentation (I-9; W-4; Paycom direct deposit, etc.)

Q & A’s In process – Chapter Policy and

Procedure Manual in process of revision If you have questions about any office

procedure for your location, please check with your supervisor or regional director, or contact Janice jmorgan@alz.org or by phone: 918-392-5002

Documents for Signing and Returning for Personnel

Files Conflict of Interest Confidentiality W-4 I-9 Paycom – Direct Deposit Appearance Code Social Media Emergency Contacts (ICE) – your responsibility to

update regularly as needed Statement of Disciplinary Action/Handbook

Approved Policies(In Manual)

Chapter Retention Chapter Whistleblower Corporate Sponsorships Employee Donated Hours Approval for Leases and Contracts Severance Policy Third Party Events Acceptable Appearance “Dress Code” Incentive Compensation Policy Inclement Weather Social Media

Best PracticesCopy in Manual for your review.

Administration Janice Morgan

Google Hangout – available in all offices as needed for face-to-face meetings/communication purposes.

Intercall Teleconferencing– each department and regional office has assigned

passcodes for use of Intercall teleconferencing. – May be used for:

· Board Meetings· Leadership Council/Committee Meetings when unable

to attend in person due to out-of-town commitments · All-Staff meetings

Administration Janice Morgan

Out of office: Voicemail and E-Mail – each staff person responsible for placing messages on VM and Google e-mail.

Board Committee Reports and Minutes– Provided in Board Packets sent prior to every board meeting– All Committee minutes are to be submitted to Administration

immediately following each meeting (i.e., Leadership Councils, Public Policy, Program, etc. using appropriate templates for both agendas and minutes).

– Shortened “Board Reports” are also to be provided for sending to board members to include only the highlighted accomplishments from each office (a short, bulleted list only)

– Committee rosters are to be kept current and provided to Administration at least annually, or as updated.

Useful InformationDirectory for all Chapter staff

– Tulsa – Regional Offices– National Office Directory – on Insite

Acronyms used by Chapter (see handouts) Sam’s Club – Tulsa Federal Express U.S. Mail

Staff Participation Major Events

Walk to End Alzheimer’s– It is a requirement that all staff engage as participants for Walks in each local area.

Local Memory Gala attendance will be managed by supervisors or development contact person in each office. Staff may attend events across office boundaries as needed.

Programs Overview* *Full Program Orientation provided in detail by

staff

Oklahoma and Arkansas Chapter

Purpose and Goals of Programs

The reason we exist!Without help, families usually

experience serious consequencesHealth care professionals usually do not

receive information in their professional education

Our services help people cope, develop care giving skills and deal with emotions

Program Materials1. Please review the following items in your manual:

OK & AR Program Brochures Basics of Alzheimer’s brochure & on INSITE, ongoing training

2. Review the Six ‘Core’ Programs of the Common Program Plan on Insite at the following link: https://insite.alz.org/Programs/common_program_plan.aspx Information & Referral Support Groups Care Consultations (level 1 & level 2) Medical Alert/Safe Return Community Education Early Stage Program

Programs Overview, cont. Review the following videos: (all staff)

· Inside Looking Out· Alzheimer’s Association · HBO Project Hope (4 hours)

Participate in a minimum of the following: (program staff requirement; other staff, at your option)

1-2 Support Groups 1 Care Consult 2 Community Education activities, and/or An activity that involves the Person with the Disease (PWD)

\

Program Overview, cont.1. Professional Education: Provide fee-based educational programs to the

Senior Community Resource programs. Fees are based upon each regional office determination.

· The following programs require specific training by a Master Trainer prior to the staff person conducting these programs: Foundations of Dementia Activity Based Alzheimer’s Care; and First Response modules

2. ‘Drawing on Memories: An Early Stage Art Program based off of the Metropolitan Museum of Art dementia program.

· In Tulsa, we currently have programs available at the Philbrook Museum, Gilcrease Museum, Montereau CCF, and OASIS Adult Day Care.

· The OK City and Bentonville Regional offices are working toward establishing similar programs (this program is grant based).

· Currently there is no DOM Program in remaining offices.

Program Overview, cont. Audiovisual and literature lending library Family services provided by volunteers in collaboration with

faith congregations (Care Connections) – respite, telephone support, errands, etc.

The Younger-Onset is available to both OK/AR but operates from the Tulsa office. It is a network of communications and services for PWDs younger than age 65.

Living with Alzheimer’s/Caregiver Service Series: access to assistance; counseling; and education. Information for caregivers and also program for the person with dementia to attend at same time.

Other programs, continued

Teen Camp (Austin’s Camp Building Bridges) – For teenagers across the nation who are in a caregiver

role for family members– June 2-8, 20-13 at New Life Ranch, Colcord, OK

Buddy Respite Program– Program to locate and train volunteers to provide respite

care so their caregivers can run errands and get a brief break from caregiving.

Educate Yourself Access Insite (employee intra-net) and

review the staff training calendar for applicable topics to your position: http://insite.alz.org/features/calendar.aspx?T=3&D=list&V-month

This will be exceedingly helpful to you in all areas; learn how to use this helpful guide and refer to it often!

Organizational Standards - Programs

Confidentiality QualityCulturally relevantResponsive to emerging needs of

communities we serveAdvocacy to improve the quality of

health and long-term care systems for people with Alzheimer’s and their families

Goals Increase the number of people using our

services – especially those from diverse groups– Out of Africa events (Tulsa/OKC)– Latino Event (Tulsa)

Assess community needs and develop programs as needed

Evaluate the quality and effectiveness of our services at least annually.

Goals, continuedEnsure continual improvement and

consistency in the delivery of our services.

Use research-based best practices in programs, materials and tools to educate families and service providers

Recruit and train volunteers to increase our capacity to provide services

VolunteersVolunteers must complete the Volunteer

Application packet, which includes a background check (see packet in manual)

Volunteers may help with:– Office tasks– Helpline– Family support (respite, supportive phone calls, errands, etc.)– Support group facilitators– Other (Walk, Galas)

Resources availableStaff helps in recruiting, coordinating

and training of volunteersTechnical assistance for program

developmentStandard presentations for various

groups are available for all offices In-service training for new staffBasic book, video, brochure and fact

sheet lists

LASRmetrics

…A report compiled from all chapters nationwide as a way of measuring the capacity of the Association, i.e.:

• Number of people we reach and with what services, from what groups

• Number of volunteers

• Number of employees, etc.

LASRmetrics Areas of Reporting

Core servicesFinance and Fund Development

Contributed revenue, fee for service, expenses, cash flow, balance sheet

Staff & VolunteersPublic PolicyMedia/Communications

LASRmetrics Benefits

Who are the people we’re reaching – where do they live, what ethnic group, etc. (market penetration)

Analyze trendsBenchmark – chapters can gauge their

performance in relation to their peersAnalyze streams of revenue and

compare with other chapters

LASRmetrics Benefits, Cont’d.

Attract funding – will have solid data to report when making application for funding

Credibility – to use in press releases, annual reports, board meetings and with stakeholders – as well as public policy

Enhance planning – set realistic goals Identify emerging trends

Orientation to Public Policy and Diversity

Public Policy Committee – Susan Dornblaser, Chair

Allison Hogue, Arkansas Public Affairs DirectorRandle Lee, Oklahoma Public Policy Representative

Oklahoma and Arkansas Chapter

Annual Public Policy Forum: Advocates from around the country travel to Washington, D.C. for advocacy training and to visit with their congressional delegations. – April 22-24, 2013 – 25th Anniversary this year!

Attendees: Board Members/spouses; key staff; experienced advocates; persons w/ Alzheimer’s. All attendees pay their own expenses. We have had good representation, with 15-20 attendees each year from our chapter territory.

OVERVIEW OF PUBLIC POLICY

Goals: To position Alzheimer’s disease at the top

of national and state public policy agendas through a coordinated effort

Improve quality of care for those with Alzheimer’s or related dementias; AND, to increase federal research funding

As a result of our efforts, we have increased advocates nationwide by over 34% over the past two years

Federal Legislative Priorities

Alzheimer’s a National Priority by: National Alzheimer’s Project Act (NAPA) – To set up a

project office and an advisory council for coordinating a true national plan for research and care/services. At least ten other countries have this kind of office and it is time the USA had as well. On January 4, 2011, President Obama signed NAPA into law, after it was unanimously passed in both the United States Senate and House of Representatives.

National Alzheimer’s Plan was released on February 22, 2012. View at: http://aspe.hhs.gov/daltcp/napa/NatlPlan.shtml

Federal Legislative Priorities

Make Alzheimer’s a National Priority, cont’d.HOPE – Health Outcome, Planning

and Education - focused on detection and diagnosis of Alzheimer’s. Less than half of people with AD are not diagnosed; only 19% have in their medical record. With other healthcare issues, AD is not always noted in their medical records and one of the reasons they may not get the treatment/drugs needed for Alzheimer’s. NOTE: This legislation was not passed by Congress prior to the end of the 112th Congress. Stay tuned for more information regarding new legislation or reintroduction of legislation in the 113th Congress.

Ambassador Program – Designed to enhance the Alzheimer’s Association’s federal government relations efforts through personal contact with targeted members of Congress by constituents capable of building relationships with decision-makers and their staff and holding them accountable to their commitments to fighting Alzheimer’s.

State level Advocacy/Public Policy Committee, chaired by Susan

Dornblaser in Tulsa and Christian Baldwin in NW Arkansas– Randle Lee, Reg. Director, is OK representative– Allison Hogue, AR State Public Policy Director

Recruit and train advocates at the grassroots level Both states – following National’s strategy – passed

legislation for the creation of the Alzheimer’s Task Force. Both OK and AR submitted final reports to their state legislators. (See Task Force summaries in manual)

Communicationsby: Nellie Windsor, Director

Newsletters: – printed and e-newsletters

Social Media Website submissions for chapter

eventsAssists regional offices with

media/communication and marketing strategies

Finance and Technologyby:

Kate Scruggs, Director of Finance

Oklahoma and Arkansas Chapter

Finance: Payroll/Benefitsby: Kate Scruggs

Pay Days: 15th & last day of the month via direct deposit– Time sheets are online for staff to complete prior to end of each

pay period, then signed off on by your supervisor. Includes your accumulated vacation and personal time.

– Requests for Time Off: Online requests must be approved by supervisor.

Benefits

by: Kate Scruggs

Medical – Available for employees working 30 or more hours per week. – Currently the association pays for all but $65 (February 1, 2012) of

the monthly premium for the employee. Spouse/Dependent coverage is paid by the employee

– Includes a medical reimbursement plan consisting of reimbursement of 80% of the deductible expenses in excess of $300

• Dental– Currently the association pays 50% of the monthly premium for

the employee. Dependent coverage is paid by the employee– Available for employees working 30 or more hours per week.

Benefits by: Kate Scruggs

Group Term Life and AD&DAvailable to employees working 30 or more hours per week at no cost . Will pay your beneficiaries an amount equal to one time your annual salary to a maximum of $75,000. There is additional benefit should you die as a result of an accident.

Optional Coverage Available:– Additional Term Life – increments of $10,000 not to exceed 5x your

annual salary. New hires are automatically approved for $100,000– Additional AD&D increments of $10,000, not to exceed 5x your annual

salary and not to exceed the additional Term Life.– Dependent Life (spouse)– increments of $5,000, not to exceed $150,000

and 50% of the employee’s additional term life.– Dependent Life (children) – increments of $2,000 not to exceed $10,000

and 50% of the employee’s additional Term Life.– Short-Term Disability/Cancer Insurance– Customizable options

available

Benefits by: Kate Scruggs

Section 125: Two parts – premium only coverage and Flexible Spending

Premium-only coverage allows the employee’s portion of the insurance premiums to be withheld pre-tax. Employees enrolled in medical or dental coverage are automatically enrolled in the premium only plan, unless they opt out.

Flexible spending allows employees to set aside a portion of their salary pre-tax for certain out of pocket medical expenses and/or dependent care. There is an annual maximum of $2,400. The plan is administered by Infinisource and includes a “Benny” card allowing expenses to specific vendors to be paid directly by the administrator.

Benefits by: Kate Scruggs

401(k) plan

Employees are eligible for the plan following 90 days of employment and can join at the semi-annual enrollment periods on January 1 or July 1. Employees are automatically enrolled in the plan at 4% at the first available enrollment date following the waiting period unless opted out of the plan, or have submitted an enrollment form requesting that a different percentage be withheld.

The Association matches 50% of the employee’s contributions to a maximum of 6% of the employee’s salary.

Incentive Compensation Plan - The Association has an employee bonus program providing the Chapter meets specific financial goals and meets 4 of the 5 strategic and measurable goals as established by the National Strategic Plan. This Plan is subject to Board approval and may be changed or eliminated at their discretion.

Benefits by: Kate Scruggs

Vacation Eligible employees accrue vacation time each pay period. Vacation time is available for use following 6 months of employment. New full-time employees accrue vacation at the rate of 3.33 hours per pay period. Part-time employee’s vacation accrual is based on (reduced) hours worked.

Personal Time Available for illness, medical appointments and personal business that can only be accomplished during business hours, but is not to be used for vacation purposes. Employees will accrue personal time at the rate of 4 hours per pay period.

Paid HolidaysThe Association observes 10 paid holidays per year plus one floating holiday.

See Employee Handbook

Technology

PC’s assigned by need & budget No unauthorized software or screensavers.

(per Computer Usage policy) High-Speed Internet connections Access to Tulsa server for ResultsPlus

(database software) is limited to select staff members

Helpline software training for those having need

Major GiftsDevelopment Department

Special Events

Orientation provided as needed by: Lindsay Jordan, Director of Development

(Christian Leikam, Director of Donor Relations)

Development/Major Gifts

Major Gift Cultivation – a shared responsibility with regional staff in cultivating major gifts, planned giving, corporations and foundations for the purpose of meeting fundraising goals as set forth annually.

National Major Gifts/Development Staff: names to know

Claudine Larocque, Sr. Director, Relationship Development

Mike Houston, Director of Principal/Major Gifts/Central Region

Development Staff Chapter Development Staff: The Tulsa Director of Development, along with

members of the regional offices (i.e., Jack Eaton, Beckie Moore,Sarah Fowler, and Kacee VanHorn).– Director of Development in Tulsa: Assists in writing new grants for Tulsa and regional

offices; works closely with Tulsa program staff and all regional offices for back-up information to specific grants; oversees Tulsa Gala and Walk

– Lindsay Jordan – Development Coordinator, Tulsa: Oversees Walk; assists with grant writing and fundraising support

– Christian Helm Leikam – Director of Donor Relations, Tulsa; responsible for Tulsa Gala and major fundraising

– Alex Rosa – Database and Research Administrator, Tulsa: Responsible for ResultsPlus, our database management program

– Jack Eaton – Senior Director of Arkansas Operations (Bentonville office): Responsible for NW Arkansas development

– Beckie Moore – Regional Director for Central Arkansas (Little Rock office)· Walk to End Alzheimer’s: Kathryn Kelly is the Walk Coordinator in LR

– Sarah Fowler – Regional Director for Western Arkansas (Fort Smith office)· Claudia Rucchio is Walk Coordinator in Fort Smith

– Kacee VanHorn –Development Manager for Central Oklahoma (OKC office)· Sara Sherry is the Walk Coordinator in OKC

DevelopmentTulsa Development Department Works in coordination with Chapter Development staff

across OK and AR Holds chapter-wide Development Staff phone meeting Responsible for all Tulsa events (Gala and Walk*) Responsible for submitting/researching grants Offers support to all areas on broad topics, e.g. overall

strategy, and event guidance.NOTE: Newly-hired staff having development responsibilities

will be given more in-depth development orientation.

Upcoming Dates to Remember

See schedule in manual

Q & A’s

Questions Adjournment

Thank you for attending!

Please contact me or your supervisor with questions at any time!