Alumni Association UpdateParent’s Club Officer’s ConferenceWelcome: 6 OCT 2016

Thursday 6 October 2016Conference Agenda:

7:30 am - 8:00 am: Breakfast8:00 am - 8:30 am: Welcome, Parent Programs update8:30 am - 9:30 am: Superintendent, VADM Ted Carter ’81 USN Superintendent and

Commandant, COL Stephen Liszewski ’90 9:45 am - 10:45 am: AA/FDN CEO & SLT panel presentations11:00 am Break11:10 am – Rusty Yeiser ‘74, Senior Director, Annual Programs11:30 am - Training and Roundtables Overview /Group Photo on Field12:00 pm - Lunch12:45 pm - Sponsor presentations1:00 pm - 3:00 pm Roundtable Topic Discussions-

6 topics with 6 sessions allowing everyone to attend every table discussion1:00 pm - Website Training Session 1

- Intro to Word Press Websites2:00 pm - Website Training Session 2

- Intermediate- Parent Clubs with existing Word Press websites3:15 pm - Break3:30 pm - Roundtable follow up4:00 pm - Conference wrap up

* Round Table Topics:501 c 3 Nonprofit support/ Parent Club Fundraising/ Joint Service Academy Ball/ Parent Club guidelines/ Parent Club USNA Admissions support/Parent Club Free Topic discussion/ Word Press Website Training

Alumni Association UpdateParent’s Club Officer’s ConferenceAlumni Association Panel: 6 OCT 2016

Byron Marchant ‘78President and CEO

• President’s Remarks

• Engagement Update

• Communications Update

• Foundation Update

AGENDA

THANK YOU

Volunteer leaders:

• Parent Club Officers

• Chapter and Community involvement

• Focus Groups for future initiatives

ALUMNI IN THE NEWS

• RADM Robert Shumaker ’56, USN (Ret.)

2016 Navy Memorial Foundation Lone Sailor Award Recipient

• Commander Gary Montalvo ’97, USN

Commanding Officer, NORTH CAROLINA

2016 VADM James Bond Stockdale Leadership Award Recipient

• Commander Ken Kleinschnittger ’98, USN

Former Commanding Officer, Explosive Ordnance Disposal Mobile Unit 12

Naval Expeditionary Command Forces

2016 VADM James Bond Stockdale Leadership Award Recipient

RECOGNITION

• #12 in U.S. News and World Report’s National

Liberal Arts Colleges

• #1 in U.S. News and World Report’s Public Liberal

Arts Colleges

• #1 in U.S. News and World Report’s High School

Counselor Rankings

• #5 in Best Undergraduate Engineering U.S. News

and World Report’s Programs

•#2 in Forbes’ Public Colleges

•#2 in Forbes’ STEM Colleges

•#9 in Forbes’ Liberal Arts Universities

•#7 in payscale.com 2016-17 Salary Report

2016 DISTINGUISHED

GRADUATES

VADM Robert Dunn ‘51, USN (Ret.)

Hon. Jon H. Dalton ’64

Dr. Carl H. June ‘75

‘66 at 2016’s graduation 2/C Commitment Dinner 18/68

I-Day 20/70Herndon Climb 19/69

Ring Dance 17/67

On Deck ‘71

ANOTHER LINK IN THE CHAIN

CYBER BUILDING & PARKING FACILITY

• 206,000 SF academic space

• SCIF classrooms and lecture space

• Co-located similar majors

• Increased project-based learning opportunities for all majors

• 1,087 Commissioned Officers

• 818 Navy Ensigns

• 269 Marine Corps 2nd Lieutenants

• Rhodes, Mitchell and

Gates Cambridge Scholars

• First 27 Cyber Operations Majors

• 11-2 Navy Football Season

• Commander-in-Chief’s Trophy

• Patriot League President’s Cup

CLASS OF 2016

ACCOMPLISHMENTS

• Send Off Picnics

• I-Day (and I-Day Expo and Picnic)

• Plebe Parents’ Weekend

• Honor Coin Ceremony

• 2/C Parents’ Weekend

• Sea Trials

• Herndon Climb

• Bonds of Gold

• Youngster Luau

• Ring Dance

• Graduation and Commissioning

PARENT MILESTONES

10 Oct: Founder’s Day

12 Oct: Hampton Road Chapter Dinner

13 Oct: Navy Birthday

13 Oct: Navy football @ East Carolina

20-22 Oct: Homecoming Weekend (vs Memphis)

28 Oct: Navy Football @ South Florida (Tampa)

05 Nov: Navy Football vs Notre Dame (Jacksonville FL)

12 Nov: Honor Our Fallen Heroes Weekend (vs Tulsa)

26 Nov: Navy Football @ SMU

3 December: AAC Championship

10 December: Navy football vs Army (Baltimore)

A LOOK AHEAD

Bill Dawson ‘82Executive Vice President

Engagement

WHAT IS ENGAGEMENT?

Membership

Participation

Reachable

Communication

Volunteers time & talent

Giving

WHAT DOES AN “ENGAGED” PARENT CLUB

LOOK LIKE?

• Continuity of Leadership

• Consistent & Inclusive

• Succession planning

• Good Governance

• “Plays well with others”

• USNA Outreach Support

• Support USNA Sports / ECAs (home/away)

• Financially stable

• Growing membership (Do you have a committee?)

• Comms (FB/Web linked to usna.com)

PARENTS CLUB AWARDS PROGRAM

• New for 2017

• Why?

• What?

• Who is eligible?

Alumni Demographics

11/30/14 5/1/16

Total Grads 56,264 56,487

Female Grads (1980 on) 4,431 4,684

% female 7.9% 8.3%

As of 5/1/16

• Living Alumni with a Female Classmate (>’80) = 65%

• Millennials ( ’00 <) = 16,263 / 56,487 or 29% alumni

• 2016: 294 Women / 1211 = 24.3%

• 2017: 274 Women / 1206 = 22.7%

• 2018: 302 Women / 1191 = 25.3%

• 2019: 324 Women / 1191 = 27.2%

• 2020: 329 Women / 1163 = 28.3%

MEMBERSHIP METRICS

11/30/12 11/30/13 11/30/14 11/30/15 09/19/16

Living Grads 55,258 55,780 56,310 56,784 57,335

Alumni Life 47,318 48,232 49,031 49,648 50,438

Alumni Annual 724 635 595 535 494

Total Alumni Mbr 48,042 48,867 49,626 50,138 50,932

(86.9%) (87.6%) (88.1%) (88.3%) (88.9%)

Parent life 1,107 1,184 1,316 1,451 1,601

Parent Annual 1,319 1,457 1,517 1,542 1,698

Total Parents 2,426 2,641 2,833 2,993 3,299

Total Members 58,268 59,520 60,505 61,371 62,362

Parent Membership Growth

346402

452

534

667

812

New Parent Membership (2020 vs 2016) up 102% Focus Area… Parents, Grandparents and Friends

PARENTS MEMBERSHIP KEY BENEFITS

ALUMNI ASSOCIATION PHOTO PROGRAM

• Benefit of Membership

• Photos throughout the year

• Extensive Plebe Summer Coverage

• 65,268

photos posted (40% increase over 2015)

• Over 5M views

RING & CREST PROGRAM

JOSTENS

PARENTS MEMBERSHIP KEY BENEFITS

ALUMNI TRAVEL

• Of, by, for USNA Alumni

• Quality

• Best value

• Small groups

• Exclusive & inclusive

• 24 trips in 2017

• Family travel

PARENTS MEMBERSHIP KEY BENEFITS

ALUMNI TRAVEL

• 2017 Multi-generational Trips:

• Early June: 2017 Graduation Cruise

• June: Southwest National Parks

• July: Alaska – Inside Passage

• Late July: Cruise the Rhine

• August: Polar Bears & Beluga Whales

KEY BENEFITS:

ALUMNI CAREER PROGRAMS

• Networking events

• AMP – Alumni Mentoring Program

• Career counseling

• Resume workshops

• SACC – Service Academy Career

Conference

• SACCentral (Web career tools)

Alumni Mentoring Program (AMP)

An Alumni Association service offering

• Promotes our culture: Alumni helping Alumni

• Free….to all Alumni

• Has full support of Supe and Dant

• Alumni protégés select mentors who share experience

& learning

• Mentors help protégés set higher goals, achieve more,

and be happier

28

AMP Key STATS

Total

participants

1,742

- Class of ’16 437

Total matches 582

Pending

matches

56

AMP Women 218

MEMBERSHIP BENEFIT

ALUMNI HOUSE RENTAL

MEMBERSHIP BENEFIT

ALUMNI AFFINITY PROGRAMS

IN THE BLINK OF AN EYE…

AND THEN THEY GRADUATE…

…..AND THEN WHAT ?

…..AND THEN FLEET PARENTS

Communications UpdateKristen Pironis, Vice President of Enterprise Communications

ON THE HORIZON

• Shipmate redesign launch in January 2017

• Enhanced online efforts:

• Retool www.usna.com

• Further integrate social media

• Invest in video

• Prepare for public phase of the campaign

What do alumni and other readers

want/expect from Shipmate magazine?

SHIPMATE SURVEY & RESULTS

• How can the magazine best be

refined to meet

needs/expectations?

• What strategies can be employed

with respect to the magazine to

build affinity among readers?

SHIPMATE SURVEY & RESULTS

65% 23% 12%

88%

SHIPMATE SURVEY & RESULTS

8.5 Message from the Supe

Pictorials

Chapter News

Calendar

SHIPMATE SURVEY & RESULTS

SHIPMATE SURVEY & RESULTS

56%

COMMUNICATING WITH

MIDSHIPMEN

BILL O’CONNOR

EXECUTIVE VICE PRESIDENT

DEVELOPMENT

DEVELOPMENT UPDATE

• Campaign Update

• Impact of Parents Fund Gifts

• Naval Academy Annual Fund

CASE FOR SUPPORT RAISED / NEEDED

CAMPAIGN GOAL $400M RAISED TO DATE: $232.4M

$56M$167M $30M $56M $57M $15MTarget

Amount

$68.3M

$42.4M

$5.8M

$29.6M

$13.3M

$4M

$7.6M

$13.7M

$77.6M $24.2M

$403K

$35.6M

$9.4M

$16.6M

$2.6M

$11.3M

$18M

Impact of Parents’ Gifts

• International Education

• Semester study and cultural immersion trips

• Center for Regional Studies: Asia-Pacific Forum

• Experiential Leadership Development initiatives

• National Outdoor Leadership School (NOLS)

• Stockdale Center for Ethical Leadership

• Naval Academy Preparatory School (NAPS)

• Athletic Excellence

• Admissions / STEM

• Naval Academy Annual Fund

NAVAL ACADEMY ANNUAL FUND

• Parents Fund is part of the Annual Fund

• Unrestricted gifts for USNA, the Foundation, and the

Alumni Association

• “Lifeblood” of the Foundation and Alumni Association

• Provides all resources for Foundation fundraising

in support of the Academy

• Enabled USNAF to raise $62 million in FY16!

Questions?

RUSTY YEISER ‘74SENIOR DIRECTOR, ANNUAL PROGRAMS

ANNUAL REQUEST FOR SUPPORT• What

• October thru May each year

• Plebe, 3/C, 2/C parents solicitations

• 1/C Honor Chair appeal (spring)

• Fleet Parents ask

• How

• Direct mail

• USNAF intro with plebe parent magnet

• Holiday card, calendar

• Phone

• Pre-call mail / email, follow up call

• Callers are from our phone/mail partner

PARENTS FUND RESULTS

• Unrestricted gifts to the Annual Fund

• Average of $1 million annually!

• $5+ million, 2012 - 2016

• Total parents’ giving (unrestricted and specific

programs)

• $8+ million, 2012 - 2016

PRESIDENT’S CIRCLE (PC)

PARENTS

• President’s Circle donors: $2500 annual gift

• 1,500+ current PC donors

• Nearly 25% are current or Fleet parents

• PC parents’ giving, 2012 – 2016 (to date)

• $10 million!

• PC Weekend 2016: Jacksonville for Navy

vs. Notre Dame