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Board of Directors Meeting Agenda Upcoming Meetings & Events

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Board of Directors Meeting Agenda Upcoming Meetings & Events Board of Directors Meeting Responsibilities Thursday, April 20, 2017, 3:30pm of the Board UWDC, 1314 Teasley Lane, Denton (from BoardSource) Agenda Determine 1. Call to order ............................................................................................................. Lyle Dresher Mission & Purpose 2. Presentation to Outstanding VITA Volunteers .................................................... John Montoya 3. Consent Agenda Action ............................................................................................ Lyle Dresher 3.1 Approval of March 23, 2017 Board Meeting Minutes (pages 2-5) Hire, Support & Evaluate 3.2 Treasurer’s Report & Approval of January 2017 & February 2017 Financials (pages 6-19) the CEO 3.3 Marketing Committee Report for March 2017 (pages 20-24) 3.4 Strategic Planning Committee Report for April 2017 (page 25) 3.5 Community Impact Report for March 2017 (pages 26-30) Ensure Effective 3.6 Finance & Administration Committee Report for April 2017 (page 31) Planning 4. Resource Development Report (pages 32-33) Ray Croff, Jo Ann Ballantine & Micah Pazoureck 4.1 2016 Campaign Monitor & 4.2 2017 Campaign Cabinet Strengthen Programs 4.3 Leaders On Loan 4.4 Pacesetter Campaigns 4.5 Special Events – Golf Tournament, Campaign Kick-off Breakfast, Lil’D NYE 4.6 Partnership Development Ensure Adequate Financial 5. Long Term Facilities Update ........................................................... Ellen Painter & Lyle Dresher Resources 5.1 Improving Lives Campaign Report 5.2 Construction Report Protect Assets & 6. Board Chair Report .................................................................................................. Lyle Dresher Provide Financial 7. CEO Report for March 2017 (pages 34-77) ....................................................... Gary Henderson Oversight 7.1 Welcome Emily Reagan to United Way of Denton County 7.2 Director of Education & Workforce Initiatives search Build a Competent 8. New Business ........................................................................................................... Lyle Dresher Board 9. Adjourn .................................................................................................................... Lyle Dresher Ensure Legal & Upcoming Meetings & Events: Ethical Integrity Board of Directors Meeting: Thurs, May 18, 2017 at 4:00pm, at UWDC, 1314 Teasley Lane, Denton Enhance Public Standing Quorum is 20 board members Board Packet Page 1 United Way of Denton County Minutes from Board of Directors Meeting – Thursday, March 23, 2017 Call to Order Mr. Greg Sawko calls the meeting to order at 3:31PM. Presentation to Underwriters of the Denton County Veterans Center Ms. Alex Reed describes the genesis and construction of the Denton County Veterans Center to the board. Mr. Teddy Yan shows the board a video tour of the facility. Ms. Reed presents a plaque and several individual awards to recognize the companies and donors who underwrote the cost of creating the Denton County Veterans Center as well as six months’ worth of rent for the space it occupies. Present to accept their awards were Terry & Bob Widmer, Marcus Doyle and VRC Investigations. Donors will be recognized again at the April 19 Veterans Center ribbon cutting and via a plaque mounted in the Veterans Center. Recognition of 20 Years of Service for Vicki Smith Mr. Greg Sawko presents Ms. Vicki Smith with an award recognizing her 20 years of service as an employee of United Way of Denton County. Recognition of Lifetime Members Mr. Greg Sawko leads the board in recognizing new Lifetime Members, including Raedean Bolton and Jim Lehman. Consent Agenda Action 4.1 Approval of January 19, 2017 Board Meeting Minutes (pages 2-3) 4.2 Treasurer’s Report & Approval of November 2016 & December 2016 Financials (pages 4-16) 4.3 Marketing Committee Report for February 2017 (pages 17-21) 4.4 Strategic Planning Committee Report for March 2017 (pages 22) 4.5 Community Impact Report for March 2017 (pages 23-26) No items were pulled for further discussion. Ms. Ellen Painter moves to approve the consent agenda; Janie McLeod seconds the motion. Motion passes. 2016 Campaign/Resource Development Report Ms. Jo Ann Ballantine reports that the 2016 United Way of Denton County campaign has raised $2,017,703 from 543 campaigns to date. As third-party processors out of United Way of Denton County’s control report further 2016 campaign results, the Resource Development team will continue to update to the board. In 2017 Campaign news, Ms. Ballantine reports that Northwest ISD has conducted their 2017 campaign via the United Way of Denton County e-Pledge system, and that they exceeded last year’s results by $4,000. Two new resource development staff, Ms. Kristin Jones and Ms. Wendy McGee, are onboarding smoothly, and a third position is in the midst of interviews. The 2017 Campaign Video is in production through Mr. Ernie McCraw’s Marketing & Communications Committee. Ms. Ballantine reports that Ms. Micah Pazoureck has headed the development of a new partnership catalog to better facilitate a more relationship-based once-a-year ask of potential sponsors. Ms. Ballantine also introduces the board to the finalized 2017 Resource Development plan, including diversification of funding streams and expansion of campaigns outside of Denton. The plan includes updated Board Packet Page 2 internal goals, a schedule of co-chair and cabinet meetings, organization of resource development volunteers, and a pared down Special Events calendar that will economize on staff and volunteer time. Mr. Ray Croff reports on further changes for resource development in 2017, including a revamp of the Leaders On Loan program to focus on furthering campaign relationships and creating future United Way of Denton County volunteers and board members. The Leaders On Loan committee will be led by Leader On Loan graduates Sarah Barber and Ashlie Bagley. In order to better support resource development in 2017, Mr. Croff describes a closer, proactive relationship with our major campaigns to anticipate and accommodate workplace campaign needs before they happen rather than find out after the fact. Ms. Janie McLeod notes that the Campaign Kick-Off Luncheon is now the Campaign Kick-Off Breakfast and asks for volunteers to help the event committee. Mr. Croff describes the Leadership Reception scheduled for April 25th at the house of Debbie and Neal Smatresk. Ms. Pazoureck encourages board members to schedule an appointment with Ms. Jones to discuss 2017 sponsorships. Mr. Brandon McCleskey asks whether staff would have information about prior year sponsorships to help sponsors understand their history and options during meetings. Ms. Jones answers yes and that staff analysis of prior year sponsors suggests that there is an easy 10% growth opportunity in sponsorships if staff and board members bring back all prior year sponsors at an equivalent or slightly higher sponsorship level. Finance & Administration Committee Report Mr. Lyle Dresher presents a proposed $2.4 million 2017-2018 budget as recommended by the Finance & Administration Committee. Mr. Dresher emphasizes the committee’s attempts to maintain a balanced budget, support of collective impact grants, board and staff development, and continued impact grants to south-of- the-lake organizations. The budget is balanced by $25,000 released from the reserve fund balance. The bylaw- mandated 90-day reserve status should be adequate to avoid disruption by this spend. Ms. Ellen Painter moves for approval of the budget as recommended, Dr. Sheri Dragoo seconds. Mr. Greg Sawko mentions a high potential that this reserve expenditure may be washed out by late-arriving 2016 campaign results, possibly to the point that it may trigger a budget amendment. The question is called, and the motion passes. Community Investments Report Ms. Laura Behrens presents partner agency grant recommendations from the Community Investments Committee, noting that this year is a recertification year as has been recommended previously by Dr. Bettye Myers. The three-year recertification process is intended to ensure alignment of United Way of Denton County’s partner agency grants with community needs. As a result of recertification, the committee has recommended three agencies to begin the sunset process: Arc of Denton County, Denton Christian Preschool, and RSVP Serves. The committee suggests placing these agencies on a three-year sunset process with provisions for very specific improvement plans within the first 12 months. Ms. Behrens thanks committee members for dedicating days of their time to visiting, interviewing, and evaluating partner agencies. The board is presented with paper ballots to vote confidentially on each funding recommendation as well as each sunset recommendation. Dr. Myers asks for an update on Boy Scouts of America, Longhorn Council, and Ms. Behrens reports that Boy Scouts continues to maintain partner agency status and submit impact grant applications as opposed to partner agency grant applications. Board Packet Page 3 The board votes unanimously (with appropriate abstentions) to accept the committee’s recommendation for 2017-2018 Partner Agency Grants. Board Development Nominating Committee Recommendations Mr. Greg Sawko presents the Board Development Committee’s recommended nominating slate, including new board member nominations for Mr. Mike Ball, Ms. Ashlie Bagley, Ms. Phoebe Hampton, and Mr. Malcolm McGuire; nominations for second and third three-year terms; nominations for new lifetime
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