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ARELLO ARELLO 2009 Leadership 2009 Leadership Symposium Symposium Charlotte, North Charlotte, North Carolina Carolina Member Orientation Member Orientation

ARELLO 2009 Leadership Symposium Charlotte, North Carolina Member Orientation

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ARELLOARELLO2009 Leadership 2009 Leadership

SymposiumSymposiumCharlotte, North CarolinaCharlotte, North Carolina

Member OrientationMember Orientation

CORE PURPOSE

Connect/Assist/Educate Regulators

Facilitate Cooperation Among Regulators

Set Standards/Best Practice/Models

Provide Leadership on Regulatory Issues

Help Protect the Consumer Public

FULL MEMBERS

Africa

Asia

Australia/New Zealand

Canada

Caribbean

Europe

United States

ARELLOARELLO

Districts Districts 11--22--33--44--55 & & 66

How is ARELLO Funded?

7%

23%

15%

4%12%

13%

10%

5%

11%

Dues

Meetings/ workshops

Timeshare Registry

Investment Income

Exam Accreditation

EducationCertificationARELLO.com

Disciplinary ActionDatabaseMiscellaneous

ARELLO’s Asset Protection Tools

$2M General Liability Insurance– Colorado, Alabama, Co-location

$1M Professional Liability Ins– Technology products

Worker’s Compensation Ins401k Fidelity BondEmployee Fidelity Bond

How is ARELLO Governed?

Articles of IncorporationBylaws

– Membership categories– Districts– Officers and Directors– Elections

Code of Parliamentary Procedure

The General Assembly

One vote per jurisdiction

Dues must be current

Elect Directors and Officers

Amend Bylaws – 20 days notice

Executive Committee

PresidentPresident-ElectTreasurerImmediate Past PresidentSr. District Vice PresidentActs in interim of BODEvaluates CEO

The Board of Directors

President, President-elect, Treasurer, Immediate PP

District Vice Presidents

Directors and Alternates

The Role of the Board of Directors

Approve budget/establish feesApprove new full membersEstablish policy/procedureStrategic

thinking/priorities/goalsRecommend Bylaw

amendmentsAttend all meetings/be

prepared

The Role of the Board of Directors - continued

Stay abreast of current industry/regulatory issues

Share your area of expertiseWork to develop new

leadershipBe an advocate for ARELLOSupport the mission statementServe on at least one

committee

The Role of the Board - continued

Protect organization from harm

Maintain confidentiality, where required

Ensure legal/ethical integrityBe positive and constructiveAct at all times in best

interest of ARELLO

District Vice Presidents

Representative of all jurisdictions in the District

Coordinate District Conference Conduct District Caucus –

nominate DVP, Directors/Alternate Communicate with ARELLO EC and

District members throughout the year

Articulate ARELLO mission, goals, finances, conferences, programs

Directors and Alternates

Provide leadership at conferences – mentor new members

Liaisons to committeesBe informed on association

issuesAsk questionsWear ARELLO hat during

deliberationsAdvocate/support ARELLO

programs

Workgroup Chairs and Vice Chairs

Prepare agenda – items from last meeting from HQ

Designate member to take “minutes”

Report actions to ARELLO CEO Appear at Finance Cmte or BOD,

as necessary Communicate with group interim

of meetings Teleconference capabilities Surveys – combine with Digest

Meeting/Parliamentary Procedures

Motion = statement in support/opposition

Most motions require a second Amendments – friendly

added/others voted on before main motion

Individual names may be recorded “No” vote or abstention recorded Abstention for potential conflict of

interest is not a No vote

2009 ARELLO Meetings

Mid-YearApril 27-29Grove Park

InnAsheville, NCDistrict 4

conference the day prior (26th)

Annual ConfOctober 22-

24Miami HyattMiami, FLDistrict 1

conference the day prior (21st)

2009 ARELLO Meetings - continued

Districts 2 & 3 conference

June 25-27Louisville

MarriottLouisville,

KY

Canadian Regulators Group (CRG)

May 27-29Manteo

ResortKelowna,

British Columbia Canada

Bibliography

American Society of Association Executives and the Center for Association Leadership (www.asaecenter.org)

Board Source – Building Effective Nonprofit Boards (www.boardsource.org)

National Association of Parliamentarians

Thank You.

Questions & Answers