Kate Weaver & John Robinson

Affiliate Goals

Networking/professional development for affiliate members◦ Strengthen affiliate cohesiveness and increase

participation◦ Enhance job performance◦ Recommend at least one event per year for members and

their families

Outreach: spreading the word about the actuarial profession◦ For clients◦ Engage at least one high school OR one college on a

sustained, multi-year basis HS Strategy College Strategy?

Affiliate Leadership Responsibilities

At the start of each year, form a planning committee and set an agenda for the coming year with◦ Events – focus on quality over quantity;◦ Dates - will require consultation with members, HS, college◦ Estimated cost, for budget purposes

Keep in touch with your members with interim meetings◦ Every meeting must have a clear purpose (agenda) and value for

members.

Understand your members’ needs◦ Recommendation: have a 1-on-1 with every member over the

course of a year

Be aware of your affiliate’s “bandwidth”

Execute your plan

Affiliate leaders in the host city for the Annual Meeting will have added responsibilities◦ Site selection◦ Keynote speaker selection◦ Outreach sessions

Attend monthly Affiliate Leadership call

Keep in touch with John regularly: 860.263.0427 (h) 518.464.3949 (w)

Leadership Retreat

All leaders and co-leaders will be invited

Session for affiliate leads and co-leads only

Please contribute your ideas for an agenda

IABA Scorecard

IABA Scorecard

# of individual events Mentor Assignment (1 ea.) _____ Mentor Resource Assignment (1 ea.) _____ Scholarship Award (1 ea.) _____

# of new designees honored Fellows, Associates, CERAs, EAs (1 ea.) _____

Group events, internal Affiliate events for affiliate members (attendance) _____

Group events, external Affiliate events for clients (attendance) _____ Mentor resource calls (attendance) _____ Outreach presentations (attendance) _____

Group events, internal & external Annual meeting (attendance) _____

Total # touches _____

IABA Organization Chart

IABA Org. Chart

IABA Affiliate Org. Chart

John Robinson

MawunyoAdanu

JarrettCabell

AinMilner

AdrianCox

CharmainePeart

AcheBoamah

EricaWilson

KeziaCharles

SimoneBeauford

AdeniyiOlaiya

TylerLester

MoniqueHacker

?? JoeAndorful

KalimahVereen

JamesJones

?? KelliJones

NonaMramba

TenesiaMcGruder

MelissaStrother

?? ????

Monique Hacker

John Robinson

JamalaMurray

LindaShepherd

OllieSherman

AcheBoamah

StaffordThompson

SharonRobinson

JeffJohnson

IABA Partial Org. Chart

GerikWhittington

ErnestOfori

DodziAttimu

OlayinkaRufai

KamalHarris

?? ChisomoSakala

JoanKibaara

JosephKablan

SuzanneScott

KhadineAdams

SusanKariuki

KateWeaver

DianaNichols

KelliJones

AdrianCox

NicassiaWilliams

Michelle Thompson

Monique Hacker

John Robinson

JamalaMurray

LindaShepherd

OllieSherman

AcheBoamah

StaffordThompson

SharonRobinson

JeffJohnson

IABA Mentoring Committee Org. Chart

Monique Hacker

John Robinson

JamalaMurray

LindaShepherd

OllieSherman

AcheBoamah

StaffordThompson

SharonRobinson

JeffJohnson

KevinBlackman

LucretiaHydell

Olayinka Rufai Kezia Charles Gerik WhittingtonKhadine Adams Damon Siler Dodzi AttimuAche Boamah Ernest Ntim Ofori Suzanne ScottJames Jones Linda Shepherd Erica WilsonJoan Kibaara John Robinson Ain MilnerToyia Mills Choya Everett Gerard SimsAdrian Cox Jamala Murray Doug FrenchBrian Montigney Tyler Lester Colin RamseyMonique Hacker Mustafa Dinani Art Randolph

Jason MorancieOmari Morrison

IABA Annual Meeting Committee Org. Chart

Monique Hacker

JamalaMurray

AdrianCox

MichelleThompson

DodziAttimu

KhadineAdams

CharmainePeart

Kate Weaver

?? ??

Monique Hacker

John Robinson

JamalaMurray

LindaShepherd

OllieSherman

AcheBoamah

StaffordThompson

SharonRobinson

JeffJohnson

IABA Foundation Org. Chart

IABA Foundation Org. Chart

MoniqueHacker

NanaPrempeh

Jamala Murray

OllieSherman

LindaShepherd

StaffordThompson

SharonRobinson

JeffJohnson

SharonRobinson

JeffJohnson

JohnRobinson

KateWeaver

KamalHarris

NanaPrempeh

NanaPrempeh

VeronicaFontama

NicassiaWilliams

Khadine Adams

StaffordThompson

JeffJohnson

DougFrench

AnneCrumlish

JosephKablan

KateWeaver

AcheBoamah

High School Strategy

“Increase the number of black actuaries by building awareness of the actuarial profession among black students and their influencers.”

1. Develop and maintain relationships with targeted high school level students and influencers

2. Leverage organizations that support our vision 3. Develop engagement and delivery methods

that match resources available

Develop and execute a strong plan to identify target schools◦ SAT scores, diversity stats, etc.

Identify and engage key influencers in target schools (3 year plan)

Develop sample engagement strategies for schools (teachers), parents, student, graduates

Review/evaluate annual success and revise list accordingly

Expand activities across schools and new schools

Local affiliates to contact certain organizations that have a black focus◦ Ex. Jack & Jill, Inroads, Gems, Links, MESA, Black Achieves

Book IABA into University outreach programs (minority outreach programs)

Hook up with Universities that may not have outreach programs – work with IABA to foster

Membership listing – contact college student members to get names of high school math teachers

Target organizations that offer math competitions

Contact organizations composed of high school math teachers

Pick affiliate to host IABA math event Contact PSAT, identify high school students

early in their career that may have math aptitude

ACT scores – purchase mailing list of minority students achieving X

Actuarial foundation

Use of media to reach broader audience◦ give volunteers material, do on your own time

Use of technology Identify leader (sole focus is HS strategy) Recruiting volunteers City-wide events (contests/competitions/math &

science fairs)

What are our next steps? Which initiatives do we want to focus on?