General Club Information (Data gathered in 2014-15)
Clubs Responding to Survey Website Type Region Count % Club Website Type Count % Asia-Pacific 10 13% Full Site 56 71% Europe 12 15% Autosite 14 18% Latin America 3 4% Own Website 8 10% Middle East + Africa 4 5% No Website 1 1% North America 38 48% n=79 SIGs 12 15% n=79
Non-Profit Status Status Count % 501(c) 2 3% 501(c)(3) 20 26% 501(c)(4) 2 3% 501(c)(6) 2 3% 501(c)(7) 4 5% Liability Insurance US State Non-Profit 5 6% Insurance Count % Int'l Non-Profit 13 17% None 26 33% Yes 15 19% n=74 No 51 65% Unsure 12 15% n=78 Election Frequency Frequency Count % Annual 32 47% Biennial 20 29% As Needed 9 13% Every 3 Years 6 9% Every 4 Years 1 1% n=68 1 General Club Information by Club Region (Data gathered in 2014-15)
Year Liability Club Region Club Name Website Type Election Frequency Non-Profit Status Founded Insurance Asia-Pacific HBS Association of Beijing 2008 Full site Biennially None No Asia-Pacific HBS Association of Taipei Autosite N/A None No Asia-Pacific HBS Association of Thailand 2013 Full site Annually None No Asia-Pacific HBS Club of India 1995 Full site Every 3 Years US State Non-Profit No Asia-Pacific HBS Club of Japan 1975 Full site Biennially None No Asia-Pacific HBS Club of Malaysia 1977 Own website Annually Int'l Non-Profit No Asia-Pacific HBS Club of Pakistan 1983 Full site Annually None Unsure Asia-Pacific HBS Club of Shanghai 2002 Full site Biennially None No Asia-Pacific HBS Club of Singapore Own website Annually Int'l Non-Profit No Asia-Pacific HBS Club of the Philippines 1982 No site Biennially Int'l Non-Profit No Europe HBS Alumni Association of Italy 1993 Full site As needed Int'l Non-Profit No Europe HBS Association of Germany 1997 Own website Every 3 Years Int'l Non-Profit No Europe HBS Club of Denmark Autosite Annually Int'l Non-Profit No Europe HBS Club of France Full site Annually Int'l Non-Profit Yes Europe HBS Club of Greece 2001 Full site Biennially Int'l Non-Profit No Europe HBS Club of Iceland 1995 Autosite As needed None No Europe HBS Club of Ireland 1972 Full site Annually None No Europe HBS Club of London 1970 Full site As needed Int'l Non-Profit Yes HBS Club of Madrid, a Chapter of the Harvard Club Europe Autosite Every 3 Years None No of Spain Europe HBS Club of Norway Autosite Biennially Int'l Non-Profit No Europe HBS Club of Sweden 1958 Autosite N/A No Europe HBS Club of the Netherlands Autosite N/A None Unsure Latin America HBS Club of Brazil Full site Biennially None No Latin America HBS Club of Mexico 2007 Autosite Biennially Int'l Non-Profit No HBS Club of Peru, a Chapter of the Harvard Club of Latin America Autosite Peru Middle East & Africa HBS Alumni Association of Israel 1994 Full site As needed None No Middle East & Africa HBS Association of Nigeria 1983 Full site Annually Int'l Non-Profit Unsure
2 General Club Information by Club Region (Data gathered in 2014-15)
Year Liability Club Region Club Name Website Type Election Frequency Non-Profit Status Founded Insurance Middle East & Africa HBS Club of Egypt 2011 No site Annually None No Middle East & Africa HBS Club of Lebanon 1992 Autosite Every 3 Years Int'l Non-Profit No North America HBS Association of Boston 1932 Full site Annually 501(c)(3) Yes North America HBS Association of Northern California 1974 Full site As needed None Yes North America HBS Association of Orange County 1982 Full site N/A US State Non-Profit Yes North America HBS Association of Oregon 1993 Full site Biennially 501(c)(3) No North America HBS Association of Pittsburgh 1979 Autosite Annually 501(c)(3) No North America HBS Association of Southern California 1924 Full site Annually 501(c)(4) Yes North America HBS Chapter of the Harvard Club of Minnesota Full site North America HBS Club of Arizona 1968 Full site Annually 501(c) No North America HBS Club of Atlanta 1949 Full site As needed 501(c)(4) Yes North America HBS Club of Austin 1980 Full site Biennially None No North America HBS Club of Birmingham 2009 Autosite Annually 501(c) No North America HBS Club of Buffalo 1950 Own website Annually 501(c)(6) No North America HBS Club of Calgary 1988 Autosite As needed None Unsure North America HBS Club of Charlotte 1986 Full site Annually US State Non-Profit Unsure North America HBS Club of Chicago 1947 Full site Annually 501(c)(7) No North America HBS Club of Cincinnati 1991 Full site Annually 501(c)(3) No North America HBS Club of Connecticut 1934 Full site N/A 501(c)(3) Unsure North America HBS Club of Dallas 1985 Full site Biennially 501(c)(3) Unsure North America HBS Club of Houston 1979 Full site Annually 501(c)(3) No North America HBS Club of Indiana 2011 Full site Annually 501(c)(7) No North America HBS Club of Jacksonville 2005 Full site Biennially 501(c)(7) No North America HBS Club of Kansas City 2002 Autosite N/A None No North America HBS Club of Michigan 1925 Full site Biennially 501(c)(3) Unsure North America HBS Club of Montreal Autosite Annually None No North America HBS Club of New York 1962 Full site N/A 501(c)(3) Yes North America HBS Club of Northeastern Ohio 1921 Own website Annually 501(c)(3) Yes
3 General Club Information by Club Region (Data gathered in 2014-15)
Year Liability Club Region Club Name Website Type Election Frequency Non-Profit Status Founded Insurance North America HBS Club of Ottawa 1979 Full site Annually None No North America HBS Club of Philadelphia 1920 Full site Annually None Yes North America HBS Club of Puget Sound 1991 Full site Annually None Yes North America HBS Club of Rochester Full site Biennially None No North America HBS Club of San Antonio 1973 Full site Annually 501(c)(7) No North America HBS Club of San Diego 1970 Full site Annually 501(c)(3) Yes North America HBS Club of South Florida (Miami) 2001 Full site Biennially 501(c)(3) No North America HBS Club of St. Louis 2008 Autosite Biennially 501(c)(3) No North America HBS Club of Toronto 1958 Full site As needed None No North America HBS Club of Utah Full site Annually None No North America HBS Club of Washington, D.C. 1933 Full site As needed 501(c)(3) Yes The Woodlands Chapter of the HBS Club of North America Full site Houston SIGs HBS Aerospace Alumni Group 2015 In development SIGs HBS African American Alumni Association 1974 Full site Biennially US State Non-Profit No SIGs HBS Angels Alumni Association 2011 Full site Annually 501(c)(3) Yes SIGs HBS Asian American Alumni Association 2004 No site Biennially 501(c)(3) Unsure SIGs HBS Christian Fellowship Alumni Association 2011 No site Every 3 Years None No SIGs HBS Green Business Alumni Association 2009 Full site Every 3 Years 501(c)(3) Unsure SIGs HBS Healthcare Alumni Association Full site Biennially 501(c)(6) Yes SIGs HBS Latino Alumni Association 2006 Full site Biennially 501(c)(3) No HBS Lesbian Gay Bisexual Transgender (LGBT) SIGs 1997 Full site N/A US State Non-Profit No Alumni Association SIGs HBS Real Estate Alumni Association 2010 Full site Annually None Unsure SIGs HBS Women's Association of New England Full site Annually 501(c)(3) No SIGs HBS Women's Association of New York Full site Annually 501(c)(3) No
4 Club Membership
Clubs Reporting PAID Membership, by Club Reach* (M = Membership)
# HBS Alumni Total # Paid % Increase in M % Increase in M 2015 % M Club Name
Club in Region Club M 2015 2014-2015 2013-2015 Penetration Reach* HBS Club of New York 9,010 1,007 -16% -39% 11% 1,500+ Averages HBS Association of Boston 6,278 969 15% 18% 15% Paid Club M 613 HBS Association of Northern California 5,431 1,213 19% 2% 22% % Increase in M
-2% HBS Club of London 3,556 830 -3% 14% 23% 2014-2015 HBS Club of Washington, D.C. 3,122 341 -15% 15% 11% % Increase in M 2% 1,500+ HBS Association of Southern California 2,423 292 -12% 9% 49% 2013-2015 HBS Club of Chicago 2,011 348 -17% -18% 17% % M Penetration 22% HBS Club of Atlanta 1,703 183 7% 12% 11% HBS Club of Japan 1,569 204 0% 4% 13%
HBS Club of South Florida (Miami) 1,357 195 -2% 10% 14% 900 - 1,500 Averages
HBS Club of Philadelphia 1,293 99 0% -40% 8% Paid Club M 208
HBS Club of Houston 1,269 233 2% -1% 18% % Increase in M 5%
HBS Club of Puget Sound 1,117 92 -12% 8% 8% 2014-2015
1,500
- HBS Club of France 1,114 427 4% N/A 38% % Increase in M 31%
900 900 HBS Club of India 1,064 248 43% 259% 23% 2013-2015 HBS Club of Dallas 1,049 200 0% -2% 19% % M Penetration 18% HBS Association of Germany 965 193 2% 4% 20%
HBS Club of Michigan 886 25 -19% 9% 3% 300 - 900 Averages HBS Club of Charlotte 769 75 -26% -26% 10% Paid Club M 126 HBS Club of Arizona 686 54 2% 17% 8% % Increase in M 22% HBS Club of San Diego 614 140 1% -7% 23% 2014-2015 % Increase in M
HBS Association of Orange County 594 73 22% 5% 12% 17% 900
2013-2015 - HBS Club of Jacksonville 579 55 38% -21% 9% % M Penetration 28%
300 300 HBS Club of Northeastern Ohio 535 147 -11% 1% 27% HBS Club of the Netherlands 523 120 9% 26% 23% HBS Association of Oregon 515 36 0% N/A 7% HBS Association of Nigeria 415 91 N/A -75% 22% 300 – 900 continued on next page *Club reach is equal to the number of HBS alumni in the region 5 **Alumni registered in AlumniMagnet in AlumniMagnet registered **Alumni *Clubequal reachis the to number of HBS in the alumni Club SIGs < 300 300 - 900 Reach* Alumni Alumni Association (LGBT) Transgender Gay Lesbian Bisexual HBS AssociationWomen’s HBS of England New Alumni AngelsAssociation HBS Association AmericanAfrican Alumni HBS York Association New ofWomen’s GreaterHBS Alumni RealEstate Association HBS Alumni Association Healthcare HBS of Club Lebanon HBS Houston of Club HBS ofthe Woodlands Chapter The of Club Rochester HBS of Club Ireland HBS of Antonio Club San HBS of Club Indiana HBS Association of Beijing HBS of Club Cincinnati HBS Louis of Club St. HBS Association Alumni of HBS Italy Association of Pittsburgh HBS ofClub Spain Harvard of of the Club a Madrid, Chapter HBS 300
–
900 c 900
ontinued
Club Name Club
Clubs
database
Reporting PAIDMembership, by Club Reach*
# HBS Alumni # HBS region in Region 2,211** 2,251** 2,600** 2,815** 1,426 2,475 576** 163 218 224 232 268 272 324 373 377 404 74 87
......
Club Club Club M Club M Total # Paid Total 188 408 139 421 368 655 251 347 518 19 44 42 30 54 40 33 30 24 55
2015
Membership
% Increase % Increase M in 2014 169% 544% 230% - - - 11% 18% 31% 17% N/A N/A N/A N/A - 23% 17% 40% 4% 7% 3% 5% 7% - 2015
% Increase % Increase M in
2013 179% 120% 139% - - 94% 78% 15% 33% 66% N/A N/A N/A N/A N/A - 23% 25% 5% 8% 3% 7% - ( 2015 M = Membership)
Penetration 2015 128% 59% 48% 18% 25% 18% 14% 11% 93% 15% 13% 18% 17% 14% 23% N/A 7% 3% 6%
%
M
% Penetration M % % Increase % Increase % Increase % M Penetration M Paid Paid Club M Paid Club M Increase in in M Increase 2013 2014 2013 2014 < 300 Averages < 300 SIG - - - - 2015 2015 2015 2015
in in M in M Averages in in M
13% 39% 35% 28% 40% 82% 318 66
6
Club Membership Clubs Reporting FREE Membership
Club Name # HBS Alumni in Region Club Name # HBS Alumni in Region HBS Club of Connecticut 2,337 HBS Club of Kansas City 200 HBS Club of Singapore 898 HBS Club of Calgary 188 HBS Club of Brazil 889 HBS Club of Denmark 159 HBS Chapter of the Harvard Club of Minnesota 689 HBS Association of Taipei 150 HBS Club of Toronto 618 HBS Club of Egypt 132 HBS Club of Mexico 541 HBS Club of Greece 130 HBS Club of Austin 480 HBS Club of Peru, a Chapter of the Harvard Club of Peru 129 HBS Club of Utah 441 HBS Club of Buffalo 105 HBS Association of Thailand 420 HBS Club of Ottawa 95 HBS Club of Malaysia 329 HBS Club of Pakistan 93 HBS Club of the Philippines 290 HBS Club of Iceland 12 HBS Club of Shanghai 289 HBS Latino Alumni Association 1,390** HBS Club of Sweden 273 HBS Green Business Alumni Association 1,323** HBS Alumni Association of Israel 271 HBS Aerospace Alumni Group n/a HBS Club of Birmingham 260 HBS Asian American Alumni Association n/a HBS Club of Montreal 247 HBS Christian Fellowship Alumni Association n/a HBS Club of Norway 213
**Alumni registered in AlumniMagnet database 7 Club Activities (Data gathered in 2014-15)
Shared Interest Groups Areas Count % Alumni Angels 13 22% CAP/Pro Bono 19 44% Career Development 22 37% Entrepreneurship 28 47% Forums 28 47% Healthcare 5 8% Lifestage 4 7% Women 16 27% Young Alumni 26 44% Other 9 15% n=59
Fellowships/Scholarships Programs Count % GNE 2 10% Healthcare 1 5% MBA 7 35% PMNO 6 6% SPNM 14 70% n=20
Social Media Sites Fellowships/Scholarships Key Of the clubs surveyed: Sites Count % GNE Governing for Nonprofit Excellence Healthcare Three Healthcare Programs • 13% offer a mentoring program Facebook 22 35% MBA Master of Business Administration Google+ 2 41% Performance Measurement for Effective • 11% report having a social media strategy LinkedIn 14 6% PMNO Management of Nonprofit Organizations Twitter 12 65% SPNM Strategic Perspectives in Nonprofit Management n=34 8 Club Events by Club Reach
(Data gathered in 2014-15)
Total # of # Lifelong # Young Club Name * # Career # Social # Other
Club Events Learning Alumni Reach HBS Club of New York 115 11 54 26 2 22 1,500+ Averages HBS Association of Boston 55 5 23 8 19 # of Events 52 HBS Association of Northern California 90 38 27 13 12 Career 10
HBS Club of London 21 1 1 10 1 8 Lifelong Learning 21 HBS Club of Washington, D.C. 24 2 5 4 1 12 Social 13
1,500+ HBS Association of Southern California * 58 4 20 28 6 Young Alumni 4
HBS Club of Connecticut 30 10 18 2 Other 13 HBS Club of Chicago 72 3 58 8 3 HBS Club of Atlanta 38 12 1 8 17 HBS Club of Japan 13 9 3 1 HBS Club of South Florida (Miami) 39 2 3 4 3 27 900 - 1,500 Averages HBS Club of Philadelphia 31 1 21 6 3 # of Events 28 HBS Club of Houston 60 4 23 9 7 17 Career 2 HBS Club of Puget Sound 24 2 12 6 4
1,500 Lifelong Learning 11
- HBS Club of France 41 2 1 Social 6 900 900 HBS Club of India 11 2 4 7 3 Young Alumni 3 HBS Club of Dallas 15 10 5 Other 12 HBS Association of Germany 8 1 2 4 1
HBS Club of Singapore 9 1 7 1 300 - 900 Averages HBS Club of Brazil 5 3 1 1 # of Events 10 HBS Club of Michigan 6 1 1 1 3 Career 3
HBS Club of Charlotte 12 5 6 1 Lifelong Learning 5
HBS Chapter of the Harvard Club of Minnesota * 1 1 Social 5 900 HBS Club of Arizona 12 3 3 6 - Young Alumni 2 HBS Club of Toronto 10 5 3 2
300 300 Other 1 HBS Club of San Diego * 24 2 12 4 6 2 HBS Association of Orange County 33 24 8 1 HBS Club of Jacksonville 3 3 HBS Club of Mexico 10 300 – 900 continued on next page
* Numbers extracted from club website 9 * Club Numbers extracted < 300 300 - 900 Reach HBS Club of of Club Birmingham HBS Association of Beijing HBS Association Alumni of HBS Israel of Club Cincinnati HBS of Club Sweden HBS of Club Shanghai HBS Philippines of Club the HBS Louis of Club St. HBS of Club Malaysia HBS Association Alumni of HBS Italy Association of Pittsburgh HBS Spain Harvard of Club of of the Club a Madrid, Chapter HBS Association of Nigeria HBS AssociationHBS of Thailand of Club Utah HBS of Club Austin HBS Association of Oregon HBS Netherlands of Club the HBS Ohio of Club Northeastern HBS 300 ofClub HBSEgypt Association of Taipei HBS of Club Denmark HBS of Club Rochester HBS of Club Calgary HBS of Club Kansas City HBS of Club Norway HBS of Club Ireland HBS of Antonio Club San HBS of Club Indiana HBS of Club Montreal HBS < 300
–
900 c 900 c ontinued on page on next ontinued ontinued
from
club
Club Name Club
website
*
Total # of # of Total (Datain 2014gathered Events Club Club Events 19 15 21 24 12 10 22 15 25 by Club Reach 4 4 2 1 4 4 4 3 2 2 4 8 2 8 9 7 5 1 5 4
# Career # Career 1 1 2 1 2 6
# Lifelong Learning -
15)
12 10 14 12 1 2 2 4 4 2 1 5 5 1 1 1 2 3 3 5 2
# Social 12 1 4 1 2 4 2 2 1 2 2 3 6 4 9 7 4 7 4 1 5 6 1 6
# Young # Young Alumni 1 1 1 6 1 2
# Other 4 1 2 1 1 1 2 1 1
Other Career Alumni Young Lifelong Social # Events of Averages < 300
Learning
7 2 3 5 1 8
10
* Club
Numbers SIGs < 300 Reach HBS Women's Association ofYork Women'sNew HBS Association ofEngland Women'sNew HBS Alumni RealEstate Association HBS Association (LGBT)Alumni Transgender Gay Lesbian Bisexual HBS Latino Alumni AssociationHBS Alumni Association Healthcare HBS Alumni AssociationBusinessGreen HBS FellowshipChristian Alumni Association HBS Alumni Asian AssociationAmerican HBS Alumni AngelsAssociation HBS Association AmericanAfrican Alumni HBS Alumni Group Aerospace HBS HBS Club of of Club Iceland HBS of Club Lebanon HBS Woodlands The ofClub Houston Chapter of HBS the of Club Pakistan HBS of Club Ottawa HBS of Club Buffalo HBS Club of Peru Harvard of the Chapter of a Club Peru, HBS of Club GreeceHBS <
300 c 300 ontinued extracted extracted
from
club Club Name Club
website
*
Total # of # of Total (Datain 2014gathered Events Club Club Events 10 28 26 11 51 50 15 by Club Reach 0 8 4 9 7 4 6 3 4 4 6 2 5
# Career 1 1 1 2 2 3 4 2 1 1
# Lifelong Learning -
15)
37 10 4 6 6 9 1 2 4 5 1
# Social 10 2 4 3 1 1 3 1 4 5 4 3 2 2 5 7 1
# Young # Young Alumni 1 1 1 1 1
# Other 27 40 14 2 3 9 1 2 3
Other Alumni Young Social Lifelong Career # Events of
SIG
Learning
Averages
12 15 1 4 9 2
11
Major Annual Events Anecdotally Reported by Clubs, by Region (Data gathered in 2014-15)
Club Region Club Name Major Annual Event Business Statesman and Stateswoman of the Year Award Dinner Asia-Pacific HBS Club of Japan Entrepreneur of the Year Award Reception Asia-Pacific HBS Club of India Annual Leadership Gala In the past this is held along with the Global Networking Night to increase participation from alums in Singapore. In Asia-Pacific HBS Club of Singapore 2015 this event is being planned as a separate event. This is WIP and the main aim is to re-launch the HBS club of Singapore in a more focused way- at this point the board members are looking at a conference + dinner platform. Asia-Pacific HBS Club of Malaysia Annual Dinner, Golf, Talk, Corporate Visit The Harvard Business School Club of the Philippines holds a major annual event which is the General Assembly of all its members. During this event, the new officers of the club are inducted. It was held on August 19, 2014 at the Manila Asia-Pacific HBS Club of the Philippines Polo Club. The primary purpose is to provide the members an update of last year's activities and plans for the following year. During the event, we also invite guest speakers which could be an industry leader or a Harvard Business School Professor. Asia-Pacific HBS Club of Shanghai Entrepreneur and innovation forum in November at Harvard Center Shanghai. Asia-Pacific HBS Association of Beijing Annual gala dinner every Q1 to review club status the previous year and plan for the coming year Asia-Pacific HBS Association of Taipei GNN The annual event for the HBS Club of Pakistan is held at the end of every year generally in December and a high profile key-note speaker is invited to attend. The HBS Club opens the event not only to its membership in Pakistan but also to Asia-Pacific HBS Club of Pakistan Harvard University alumni here. The event usually has around 100+ alumni both from HBS and Harvard in general. The annual event provides an opportunity for alumni to network with other Harvard alumni and also to interact socially with each other. Europe HBS Club of France Once a year, we host a National competition of self-made entrepreneurs HBS Club of Madrid, a Chapter of the Every year we host an annual Gala dinner during the month of November. Its primary purpose is strengthening our ties Europe Harvard Club of Spain and sense of community. Europe HBS Club of Sweden Annual dinner and elections added, and Annual Black Tie Europe HBS Club of Ireland Biennial 2-day residential conference, the purpose of which is networking, social, and career development. We always have the Annual Xmas Dinner. This year, too many people were travelling so we had limited attendance, like Latin America HBS Club of Brazil 40 people 1. Lecture series event on Nigerian economy Middle East & 2. Akintola Williams Ethical Leadership Lecture: The former helps to increase awareness of Nigeria's macro-economic HBS Association of Nigeria Africa issues while the latter brings outstanding business and thought leaders together. 3. End of Year Black Tie Dinner and Awards
12 Major Annual Events Anecdotally Reported by Clubs, by Region (Data gathered in 2014-15)
Club Region Club Name Major Annual Event Middle East & The club has an annual Gala dinner at the end of December. The primary purpose is to have a major event that HBS Alumni Association of Israel Africa connects the club with Harvard Alumni and other Ivy League schools. Middle East & We do a main dinner (gala) every year during the Christmas break. The main purpose is to get everyone together to HBS Club of Egypt Africa socialize and meet new and old members/ alumni HBSCNY sets aside one night each year for a gala event to recognize the accomplishments of extraordinary individuals. Through its awards, HBSCNY honors individuals who have excelled in business and/or made major contributions to the North America HBS Club of New York community. Proceeds from the dinner are used to fund scholarships and HBSCNY's social enterprise programs, including Community Partners and the Skills Gap Program. 1. Annual Meeting and Dinner - Faculty Keynote; Membership Votes in New Board Members and on other business North America HBS Association of Boston items 2. Economic Outlook Panel - Lifelong learning 3. CEO Roundtable - Lifelong learning HBS Association of Northern Business Leader of the Year Dinner and Entrepreneur Company of the Year dinner, purpose is to honor leaders and North America California companies while raising money to HBS Community Partners, 4 scholarships and club operations. North America HBS Club of Washington, D.C. We hold a yearly Young Alumni Happy Hour and the Global Networking Night. North America HBS Club of Atlanta Opening Party at start of membership year. North America HBS Club of South Florida (Miami) Annual Leadership Dinner Every September the HBS Club of Philadelphia holds a kick-off event. The event is held at a different unique venue each year, on a Sunday in September, with food and beverages. Spouses and guests are also invited. The event is used to North America HBS Club of Philadelphia get Philadelphia alumni together to share ideas for the upcoming year and get to know one another. New volunteers and new suggestions for programs are strongly encouraged. We also sponsor the Social Enterprise Initiative (SEI) - typically each year. North America HBS Club of Houston Our primary event is our Holiday party. Over 100 people will attend and our membership gets free access. North America HBS Club of Puget Sound Annual Dinner in conjunction with the Harvard Club of Seattle North America HBS Club of Dallas Holiday Party in a member's home -- fellowship and networking. Business leader award dinner, timing varies (generally 3rd or 4th quarter of the year) and it's the Club's primary North America HBS Club of Michigan fundraising effort for the year North America HBS Club of Jacksonville Annual dinner in May. Celebration and a speaker Fall - Dively Entrepreneur Award North America HBS Club of Northeastern Ohio Spring - Leadership Award Both awards are to recognize outstanding individuals/companies and establish them as role models Annual dinner in May in combination with the Harvard Alumni Club of Oregon and Southwest Washington. Annual North America HBS Association of Oregon selection of candidate organizations for volunteer consulting support through the Community Partners Program. Annual report of the Community Partners consulting teams. North America HBS Club of Austin Annual holiday party, social gathering at the end of the year (usually early / mid-December). North America HBS Club of Utah Economic Summit Breakfast, January. Update for prominent economist(s) in region.
13 Major Annual Events Anecdotally Reported by Clubs, by Region (Data gathered in 2014-15)
Club name Club Region Major Annual Event Kick off dinner which is used to drive early membership by positioning the dinner as free for new members that register North America HBS Association of Pittsburgh as a result of a mailed program year newsletter. Had 67% of current membership signed up by this event (which took place in September, our first month of activity). Our major annual event is our annual dinner, held in May with an HBS faculty speaker. Primary purpose is to increase North America HBS Club of St. Louis membership, get the entire group together with spouses and significant others for a combination of a learning event and a social event. For past 3 years, HBS Club of Cincinnati has co-hosted our annual signature event ('Midwest Growth Forum') with the North America HBS Club of Cincinnati Association for Corporate Growth, often bringing in HBS faculty as Keynote speakers (this year's Keynote was delivered by Jan Rivkin). North America HBS Club of San Antonio Christmas party...to build informal relationships outside the business arena We have an Annual Wine Party for club members and their spouse / partner. The Wine Party is usually in September North America HBS Club of Rochester but in 2014 we had it in November. North America HBS Club of Buffalo Annual dinner, a thank you for the program moderators, and to give away the program profits to local NFPs. Our major annual event is the AGM where we feature a keynote speaker. This year, Mr. Peter Herrndorf, President and North America HBS Club of Ottawa CEO of the National Arts Centre of Canada, spoke to us on the topic of 'Risk and Reward: Leadership in Canada's Creative Organizations'. The Woodlands Chapter of the HBS Faculty Event with private dinner North America Club of Houston Holiday Party at year end Our Aerospace Summit to be co-located with one of the prominent events in the industry. We are still in the process of SIGs HBS Aerospace Alumni Group drafting the event program and making sure that this elite event takes place once every year. Annual AASU Conference with Alumni Only activities. Periodic Industry Focused Leadership Summit: Media and HBS African American Alumni Entertainment, Technology, etc. - Organized to engage, educate, and provide a forum for business leaders and HBSAAA SIGs Association members. New focus on alternative initiatives (e.g. W50 Celebration), GNN, and smaller events with Global Ambassador program under development. We hold an annual conference in Silicon Valley; with several panels of speakers talking about angel and vesting invest. SIGs HBS Angels Alumni Association We also have the participation of past presenters in booths as part of the showcase of the HBS Alumni Angels activity and presenting companies. HBS Christian Fellowship Alumni SIGs We always hold an in-person gathering concurrent with the reunions on campus. Association Now in its 16th year HBSHAA holds an annual conference the first week in November in Cambridge. The primary SIGs HBS Healthcare Alumni Association purpose of this event is for alums to network and interact and industry thought leaders. SIGs HBS Latino Alumni Association Annual Dinner in New York City 1. Decades Parties at members' homes sorted by decades, all in one evening in February. The purpose is making HBS Women's Association of New SIGs connections. York 2. Women Who Inspire Us Gala Party...April...The purpose is making connections, honoring a member and fund-raising.
14 Sponsorship (Data gathered in 2014-15)
Sponsorship Types Type Count % Event-Specific Sponsors 26 79% General Club Sponsors 14 42% Other Sponsors 5 15% n=33
Funding Ranges Top Sponsorship Best Practices Amounts Count % • Sponsorships develop from personal contacts, networks $0-1,000 4 12% of club members, and companies of club members $1,000-5,000 11 33% • Clubs reach out to potential sponsors through letters $5,000-10,000 3 9% from the president, phone calls, and via officers $10,000-50,000 13 39% dedicated to sponsorship $50,000+ 2 6% • Clubs provide sponsors with free admission to events or n=33 free annual club membership • Sponsors may provide funds for events, primarily major annual events; many also provide in-kind support, e.g. space, catering
15 Funding (Data gathered in 2014-15)
Analysis of Funding Accumulation Accumulation of Funding Event Ticket Membership Other • Eleven clubs receive 100% of their funding from Event Ticket Sales; four clubs receive Sponsorships Sales Fees Funding 100% from Membership Fees; one club receives 100% from Sponsorships; ten clubs receive 100% from Other Funding Clubs Reporting 58 46 27 24 Averages 52% 46% 30% 62% • 33% of clubs receive funding from a source other than Event Ticket Sales, Membership Fees, and Sponsorships Median 50% 41% 20% 83% Max 100% 100% 100% 100% • The most popular source of Other Funding is donations; with nine clubs reporting Min 1% 1% 1% 1% funding from board or member donations. • Eight clubs receive their funding from all four sources; 17 clubs receive funding from three sources; 23 clubs receive funding from two sources; 26 clubs have just one source of funding; four clubs did not report
Analysis of Funding Distribution • Two clubs spend 100% of their proceeds on Administrative Costs; 12 clubs spend 100% of their proceeds on events and programming; two clubs spend 100% on other expenses • Events & Programming is the most popular expense, with 65% of reporting clubs allocating funds in that category • On average, clubs spend in two categories; 22 clubs spend in only one category; two clubs spend in six of the seven categories
Distribution of Funding Administrative Events & Charity Communications Operations Scholarships Other Costs Programs Clubs Reporting 39 14 16 51 27 10 8 Average 25% 28% 11% 66% 18% 34% 36% Median 19% 23% 10% 66% 14% 14% 15% Max 100% 90% 30% 100% 95% 95% 100% Min 1% 1% 1% 10% 1% 2% 3% * Funding analysis relates to charts on the following pages 16 Funding by Club Region (Data gathered in 2014-15)
Accumulation of Funding Distribution of Funding Event Ticket Membership Events & Sponsorships Other Admin. Costs Charity Communications Operations Fellowships Other Region Club Name Sales Fees Programs Asia-Pacific HBS Association of Beijing 40% 15% 35% 10% 90% 10% Asia-Pacific HBS Association of Taipei 100% 100% Asia-Pacific HBS Association of Thailand 100% Asia-Pacific HBS Club of India Asia-Pacific HBS Club of Japan 80% 10% 10% 5% 95% Asia-Pacific HBS Club of Malaysia 20% 1% 79% Asia-Pacific HBS Club of Pakistan 100% Asia-Pacific HBS Club of Shanghai 60% 40% 100% Asia-Pacific HBS Club of Singapore 80% 20% 3% 95% 3% Asia-Pacific HBS Club of the Philippines 100% 30% 70% Europe HBS Alumni Association of Italy 50% 50% 5% 95% Europe HBS Association of Germany 10% 80% 10% 10% 20% 70% Europe HBS Club of Denmark 100% 100% Europe HBS Club of France 30% 36% 6% 26% Europe HBS Club of Greece 100% 100% Europe HBS Club of Iceland 100% Europe HBS Club of Ireland 20% 30% 50% 100% Europe HBS Club of London 70% 30% 10% 90% HBS Club of Madrid, a Chapter of the Europe 39% 20% 41% 38% 62% Harvard Club of Spain Europe HBS Club of Sweden 80% 20% 95% 5% Europe HBS Club of the Netherlands 100% 40% 10% 10% 40% Latin America HBS Club of Brazil 100% Latin America HBS Club of Mexico 100% 50% 50% HBS Club of Peru, a Chapter of the Latin America 100% Harvard Club of Peru Middle East & HBS Alumni Association of Israel 100% 100% Africa Middle East & HBS Association of Nigeria 1% 4% 95% 10% 30% 60% Africa Middle East & HBS Club of Egypt 100% 100% Africa
17 Funding by Club Region (Data gathered in 2014-15)
Accumulation of Funding Distribution of Funding Event Ticket Membership Events & Sponsorships Other Admin. Costs Charity Communications Operations Fellowships Other Region Club Name Sales Fees Programs Middle East & HBS Club of Lebanon Africa North America HBS Association of Boston 36% 32% 20% 12% 24% 41% 19% 16% North America HBS Association of Northern California 20% 14% 6% 60% 40% 30% 7% 10% 10% 3% North America HBS Association of Orange County 62% 11% 27% 46% 3% 40% 11% North America HBS Association of Oregon 100% 100% North America HBS Association of Pittsburgh 50% 50% 10% 90% North America HBS Association of Southern California 40% 50% 10% 100% HBS Chapter of the Harvard Club of North America 100% Minnesota North America HBS Club of Arizona 35% 65% 5% 95% North America HBS Club of Atlanta 50% 40% 10% 49% 43% 15% 8% North America HBS Club of Austin North America HBS Club of Birmingham 100% North America HBS Club of Buffalo 100% 90% 10% North America HBS Club of Calgary 100% 100% North America HBS Club of Charlotte 1% 5% 94% 8% 65% 1% 17% 9% North America HBS Club of Chicago 48% 52% 21% 17% 51% 4% North America HBS Club of Cincinnati 20% 80% 5% 5% 80% 10% North America HBS Club of Connecticut 70% 20% 10% 8% 89% 1% 2% North America HBS Club of Dallas 50% 50% 30% 70% North America HBS Club of Houston 25% 75% 40% 10% 25% 25% North America HBS Club of Connecticut 70% 20% 10% 8% 89% 1% 2% North America HBS Club of Dallas 50% 50% 30% 70% North America HBS Club of Houston 25% 75% 40% 10% 25% 25% North America HBS Club of Indiana 10% 90% 60% 40% North America HBS Club of Jacksonville 65% 35% 100% North America HBS Club of Kansas City 100% North America HBS Club of Michigan 95% 5% 10% 90% North America HBS Club of Montreal 100% 5% 95% North America HBS Club of New York 4% 8% 87% 19% 4% 2% 53% 14% 8% North America HBS Club of Northeastern Ohio 10% 90%
18 Funding by Club Region (Data gathered in 2014-15)
Accumulation of Funding Distribution of Funding Event Ticket Membership Events & Sponsorships Other Admin. Costs Charity Communications Operations Fellowships Other Region Club Name Sales Fees Programs North America HBS Club of Ottawa 100% 1% 16% 36% 6% 41% North America HBS Club of Philadelphia 28% 72% 34% 45% 21% North America HBS Club of Puget Sound 10% 90% 55% 5% 25% 15% North America HBS Club of Rochester 100% 100% North America HBS Club of San Antonio 75% 25% 5% 95% North America HBS Club of San Diego 20% 5% 15% 60% 10% 30% 20% 30% 10% North America HBS Club of South Florida (Miami) 64% 35% 1% 5.81% 66% 4% 30% North America HBS Club of St. Louis 80% 5% 15% 25% 50% 25% North America HBS Club of Toronto 30% 70% North America HBS Club of Utah 100% 100% North America HBS Club of Washington, D.C. 50% 39% 9% 2% 22% 5% 38% 23% 12% The Woodlands Chapter of the HBS Club North America 40% 60% 30% 70% of Houston SIGs HBS Aerospace Alumni Group 10% 90% 15% 10% 10% 45% 20% SIGs HBS African American Alumni Association 20% 60% 15% 5% 15% 15% 20% 30% 20% SIGs HBS Angels Alumni Association 20% 40% 10% 30% 15% 5% 55% 25% SIGs HBS Asian American Alumni Association 100% 100% HBS Christian Fellowship Alumni SIGs 100% 100% Association SIGs HBS Green Business Alumni Association 100% SIGs HBS Healthcare Alumni Association 58% 20% 22% 29% 1% 66% 4% SIGs HBS Latino Alumni Association HBS Lesbian Gay Bisexual Transgender SIGs 50% 50% 100% (LGBT) Alumni Association SIGs HBS Real Estate Alumni Association 75% 25% 10% SIGs HBS Women's Association of New England 51% 48% 1% 19% 20% 43% 4% 14% SIGs HBS Women's Association of New York 30% 42% 28% 8% 54% 34% 4%
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