ASSOCIATE MEMBERSHIP MEETING

Monday, October 12, 2009Monday, October 12, 20099:00 pm – 10:30 am9:00 pm – 10:30 am

JACKIE AGNERJACKIE AGNERIAM, Associate Members Representative

AMMB ChairmanPuget Sound International, Inc.

DOUGLAS FINKEDOUGLAS FINKEAMMB Representative at Large

Chairman, IAM Commercial Affairs Comte. Sterling International

COMMERCIAL AFFAIRS

• Importer Security Filing “10+2”

– Enforcement phase by CBP will commence on January 26, 2010

– Regulation profoundly impacts all U.S. importers and their trading partners overseas

– Special IAM ANNUAL MEETING Session will provide ANSWERS YOU NEED TO KNOW

• Tuesday, October 13 at 1:30pm

COMMERCIAL AFFAIRS

• Receivable Protection Program (RPP)

– Current membership - 100 participants

– Program is member-driven and focused on signing additional companies in 2009-10 in order to yield higher annual claim settlement amounts

– Special IAM ANNUAL MEETING Session will provide ANSWERS YOU NEED TO KNOW

• Monday, October 12 at 3:30pm

COMMERCIAL AFFAIRS

• Shipper’s Guide

– New online template being designed by IAM’s new Programs Manager, Brian Limperopulos

– Current Custom’s information and regulations were solicited prior to Annual Meeting

– Information will be updated on a regular basis and posted to the IAM website for both consumer and member availability

COMMERCIAL AFFAIRS

• EIN: Proposed Elimination of Social Security Numbers for U.S. Shipper Export

– New U.S. Census Bureau ruling mandating elimination of the Social Security number in the Automated Export System (AES) as a result of the Privacy Act of 1974

– Number to be obtained from Internal Revenue Service and submitted via AES in order to export household effects

COMMERCIAL AFFAIRS

• EIN: Proposed Elimination of Social Security numbers for U.S. Shipper Export

– IAM General Counsel, Alan F. Wohlstetter, submitted official comment to U.S. Census Bureau regarding discriminatory practice and administrative burden

– IAM recommendation to use the passport number to satisfy the Privacy Act requirement

COMMERCIAL AFFAIRS

• Knowledge Lab

– First year ever, IAM is conducting specific information sessions designed to educate the global membership

• Variety of topics from managing cashflow more effectively to new programs and regulations

– 12 “Knowledge Lab” sessions planned for this year’s Annual Meeting

CHARLES WHITECHARLES WHITEDirector of Government and

Military Relations, IAM

2009 IAM Annual Meeting U.S. Military & Government Sessions

“Moving To a New Rhythm”

Is working with the U.S. Government your way of ‘Moving To a New Rhythm’?

• In this tough economic environment, is it time to learn about new lines of business?

• U.S. Department of Defense books in excess of 500,000 moves annually – approx 40% are international.

• U.S. Department of State books in excess of 25,000 moves annually - 90%+ are international

• Government Services Administration (GSA) administers thousands of moves annually for other U.S. Government Agencies.

• Come listen to individuals from each of these U.S. Government sectors speak and learn how you can get involved!

Do you want to be left out in the cold?

• Find out more about these U.S. Government Opportunities by attending the:– Military & Government Affairs Workshop –

October 12, 3:30 – 5:30 pm in the Northern Hemisphere E room

– DP3 Roundtable:The Current State of DoD Personal Property and a Look into the Future – October 13, 2:30 – 4:00 pm in the Northern Hemisphere E’3 room

Charles White

Director of Government & Military Relations

Charles.White@iamovers.org

www.iamovers.org

703-317-9950

TERRY HEADTERRY HEADPresident, IAM

ASSOCIATION NAME CHANGE

• “International Association of Movers”

– Name change was effective January 1, 2009

• Full membership required to adopt new logo usage by December 31, 2009

Download the logo at

www.IAMovers.org\logo.html

IAM “MEMBER NEEDS SURVEY”

– Contracted McKinley Marketing Group to conduct a full survey and analysis of member perception and to solicit input on needed benefits and surveys

– Broad survey distribution to more than 2,000 members with a 30% response rate

– Survey data and findings were published in the July/August ‘09 issue of The Portal

MEMBERSHIP

• As of October 1, 2009:

– 127 Active Members– 453 U.S. Associate Members– 1,517 Overseas Associate Members– 1 Student Member– 4 Industry Veteran Members– 103 Young Professionals (YP-35) Members

• TOTAL - 2,205 Members in 170 countries

PROPOSED BY-LAW REVISIONS

• Notice provided to the Membership by e-mail and through The Portal magazine regarding:– Article IV (Membership), Section1

• Reclassification and renaming of Active and Associate Members to “Governing” and “Core”

• Proposal to add a new category for Suppliers

• Extend participation in YP-35 until age 40, if joined by age 35

FINANCIAL

• Total Revenues for FY 08/09: $3,207,455

– Reflects a decrease of $340,702 over FY 07/08

• Total Expenses for FY 08/09: $3,137,247

– Reflects a decrease of $591,547 over FY 07/08

• Contribution to Members’ Equity: $70,198

– Total Unrestricted Net Assets - $2,037,304

MILITARY & GOVERNMENT REPRESENTATION

• Charles (Chuck) White, IAM Director of Military and Government Relations – Representation of IAM Members with

government and military organizations

– Significantly increased and strengthened IAM’s relationships with a variety of DoD stakeholders, GSA & State Department

– IAM has become the voice of the Industry on military issues

DOD PERSONAL PROPERTY PROGRAM

• Key Issues for the Future:

– Best Value Acquisition – TSP scores/validity

– Reduction of Carriers/Capacity

– DoD/Industry Communications

– Managed Carriers – Fit into IAM model?

– Outsourcing

GOVERNMENT & CONGRESSIONAL

• General Services Administration:

– Regular meetings between IAM and divisions of GSA that manage CHAMPS and the Transportation Audits Division

• Congressional & Government Representation:

– Jim Wise, PACE Government Relations, continues to hold responsibility to monitor, promote and advocate in all federal legislation, regulations and programs that could impact IAM members

INTERNATIONAL SHIPPERS ASSOCIATION (ISA)

– IAM staff provide administrative services• Mario Rizzo, ISA Consultant

– ISA maintains good relations with TAAFLO & TPAFBO– ISA Board works on a number of issues related to

military shipments in Atlantic & Pacific trade lanes– Two military shipping agents Pasha and NAS– 2008 “Patronage Dividend” - $45,000 – 124 TSPs– Current Membership Total: 202

http://www.isaship.org/

YOUNG PROFESSIONALS (YP-35) GROUP

• Stephan Geurts, Jr., Chairman• Paula Colmenares, Vice Chair

– Current YP-35 Membership: 103

– 2009 marks first year that YP-35 Management Board participated at the Leadership Meeting of EXECOM & AMMB

– 2009 marks first year that YP-35 hosted a “Welcome Reception” on opening night

YOUNG PROFESSIONALS (YP-35) GROUP

– 2009 marks first year that YP-35 hosted a special presentation session with representatives from The World Bank and the Inter-American Development Bank

– YP-35 supports the promotional fundraising efforts for the IAM Scholastic Assistance Program and the Alan F. Wohlstetter Scholarship Fund

http://www.yp-35.org/

IAM SCHOLASTIC ASSISTANCE PROGRAM

• Heather Engel, President AFWSF• Jackie Agner, Secretary

– 2009 marks first year that a special fundraising committee was established

• Sandra Rowe Maier, Chairman

• In honor of Alan F. Wolhstetter’s retirement; more than $100,000 was raised in recognition– 5 awards of $4,000 each this year

• 3 students in U.S. and 2 international

IAM PROGRAMS

• Brian Limperopulos, IAM Programs Manager

– Receivable Protection Program (RPP)– Shipper’s Guides

– Customs and Security Issues• ISF“10+2” Special Session; Tuesday, Oct.13 - 1:30pm

Guest Speakers:

– Christopher Dow, Chief CBP Officer, U.S. Customs and Border Protection

– Patrick Gallagher, Gallagher Transport International– Doug Finke, Sterling International

TECHNOLOGY PARTNERSHIP

• Gordon Keene, Chairman, Technology and Communications Committee

– Active pursuit and oversight to develop Standards for the American National Standards Institute (ANSI) as an accredited Standards Developer

– Overall objective to pursue common global Standards to ensure level playing field and common standards for application and development of technology in the Industry

IAM “HALL OF HONOR”

• John Day, Chairman, HoH Selection Committee

– Established to permanently enshrine individuals, companies, products or services that have made outstanding contribution to the association or the moving, transportation, forwarding or relocation industries.

– 13 Inductees for 2009• Call for 2010 Nominations by end of year• Revisions being made to Nomination Form• Revisions being made to Selection Committee and

guidelines for final scoring

IAM PUBLICATIONS AND WEB SITE(S)

• Janet Seely, IAM Director of Communications and Member Engagement

– Oversight for all organizational communications• The Portal Magazine• Electronic Newsletters (e-Portals and e-Blast)• IAM website(s)

– New site planned for 2010; more than just a point of info– Transactional focus to benefit both consumers and members– Fully electronic meeting format for the future

• IAM Job Board

FOR FUTURE IAM ANNUAL MEETINGS

– 2010: San Diego, CA• Manchester Grand Hotel; September 29-October 2

– 2011: Denver, CO• Denver Hyatt Regency; September 12-15

– 2012: Washington, D.C.• Gaylord National Resort and Convention Center,

National Harbor, MD; October 10-13

IAM “50th” Golden Anniversary

IAM 2009 PRESIDENT’S REPORT

– THANK YOU

www.IAMovers.org

WHAT ARE THE NEXT WHAT ARE THE NEXT SLIDES?? JSSLIDES?? JS

Presented To

Glenn StephensonIn Recognition of His ServiceDedication and Contributions

While serving as the

Regional RepresentativeNorth America

Associate Members’ Management Board

International Association of Movers

October 12, 2009Orlando, Florida

Presented To

Rafael MorenoIn Recognition of His ServiceDedication and Contributions

While serving as the

Regional RepresentativeCentral, South America and the CaribbeanAssociate Members’ Management Board

International Association of Movers

October 12, 2009Orlando, Florida

Raffle Tickets

Tickets sold at the YP-35 booth located in Network Central

Thank You for Attending

ASSOCIATE MEMBERSHIP MEETINGMonday, October 12, 2009Monday, October 12, 2009

9:00 pm – 10:30 am9:00 pm – 10:30 am