2017 NLI Participant Manual by Kappa Alpha Order

2017 Participant Manual

Your Pinnacle Dear Brother Number Is, Welcome to NLI! Brothers, this is your year. You have been selected as the leader of your chapter. You are entrusted with the duty of holding others accountable, getting your job done, keeping your members and guests safe, all the while, enjoying college and making good grades. This is a lofty endeavor. Make no mistake. This is not just another on-campus role. Indeed, it is likely that you will not have this much responsibility, duty, or power in a job or volunteer role for many years to come. Nor, have you ever reached such a height of leadership as you have in this role as Number I. How you choose to lead is up to you. This weekend will provide you the rules and tools, the knowledge, and direction to use throughout your term. It is your job to use them properly and for the right reasons. Your chapter may be an Ammen or Marshall award-winning chapter. Or, you may have just been handed a mountain of chapter debt. Perhaps your chapter is on the way upâ&#x20AC;&#x201C;or maybe you are barely off sanctions from risk management violations. If you are on top, it is very hard to stay there. If you are at the bottom, it is hard to show your members just how great the summit looks. After all, neither journey is easy. No matter what, you are all going to face similar challenges, and you are all going to need support to overcome them. Ask questions. Be honest. Learn. Above all, challenge yourself. Remember this, not just this weekend, but all year long. Leave your mark on your chapter . On behalf of the Knight Commander, Executive Director Larry Stanton Wiese, and the entire national administrative staff, I welcome you to the job. Please thank all our volunteers this weekend for their time and assistance to help you become the best Number I. Fraternally,

J. Michael Duncan Former Knight Commander & Dean of the Institute

Schedule

THURSDAY - JAN. 5 12:00pm

Registration Opens, Lobby

12-5:00pm

Composite Photos, Lobby

3-5:00pm

NLI Faculty Orientation, Kappa Alpha Room

5:30pm

Dinner, Dining Room

7:00pm

Opening & Welcome to NLI, Hollifield Hall J. Michael Duncan, Former Knight Commander

7:30pm

Overview of Policies and Schedule, Hollifield Hall Tullis D. Beasley, Director of Leadership Education

8:00pm

Kappa Alpha Order’s Values, Hollifield Hall David P. Barksdale, Councilor

9:00pm

Council Meeting #1 - Values in Action and Active Chapter Expectations

10:00pm Meet Your Associate Director Kappa Alpha Room - Mason Tarpley (Irwin, Locke, Mikell, Walsh & White) Harris - Collins Williamson (Feller, Graves, Hardeman & Smith) Lakeview 2 - Nick Kutz (Ammen, Candler, Forester, Hamilton & Neal) Lakeview 3 - Dorian Escobar (Chiles, Crawford, Dunwody, Frampton & Wood) Hollifield Hall - Evan Stack, Blake Ball & Tanner Gellinger (Vanderbilt, Coastal Carolina, Campbell, Arkansas Tech, Baylor & North Texas)

FRIDAY - JAN. 6 7:00am

Breakfast, Dining Room

8:30am

Roll Call, Hollifield Hall

8:45am The Birkman Assessment: How to Work with Your Officers, Hollifield Hall Chris Woods, Partner of Plaid 10:15am

Council Meeting #2 - Applying the Birkman & Officer Accountability

11:15am

Undergraduate Leadership Session, Hollifield Hall

12:00pm

Lunch, Dining Room

1:30pm Risk Management: The Policy & Recent Events, Hollifield Hall Larry Stanton Wiese, Executive Director 3:00pm

Council Meeting #3 - Risk Management & Roadblocks

4:00pm

Break

4:15pm Tools to Run your Chapter, Hollifield Hall J. Michael Duncan, Former Knight Commander 5:00pm

Dinner, Dining Room

6:30pm

Knight Commander’s Address & Number I’s Oath of Office, Hollifield Hall Darren S. Kay, Knight Commander

7:30pm Academic Success & Strategies, Hollifield Hall Greg Singleton, National Scholarship Officer & Forester Province Commander 8:30pm

Council Meeting #4 - Using your Resources & Communicating

Schedule SATURDAY - JAN. 7 7:00am

Breakfast, Dining Room

8:30am

Roll Call, Hollifield Hall

8:45am Crisis Communication, Hollifield Hall Jesse S. Lyons, Assistant Executive Director for Advancement 9:05am

Council Meeting #5 - Crisis Management & Communication

10:00am

Crisis Scenario Review, Hollifield Hall

10:15am

Target Sessions Group 1, Harris Room Group 2, Hollifield Hall Group 3, Kappa Alpha Room

12:30pm

Lunch, Dining Room

2:00pm Leadership Lecture I, Hollifield Hall Hon. Richard L. Hudson, Jr., U.S. Congressman (NC-8) 3:00pm

Former Number Is Panel, Hollifield Hall

4:00pm

Undergraudate Conference I, Hollifield Hall

5:00pm

Dinner, Dining Room

6:30pm The Power of the Ritual: History & Usage, Hollifield Hall (initiated members only) C. Douglas Simmons III, Senior Councilor 7:30pm Forever KA & KAOEF Presentation, Hollifield Hall J. Michael Duncan, Former Knight Commander 8:00pm

Break

8:15pm

Leadership Lecture II, Hollifield Hall Army Staff Sergeant Luke Murphy (Ret.)

9:15pm

Council Meeting #6 - Major & Minor Offenses & Accountability

SUNDAY - JAN. 8 7:00am

Breakfast, Dining Room

8:30am

Roll Call, Hollifield Hall

GENERAL NOTES & INFO

8:45am Do the Little Things Right, Hollifield Hall Tullis D. Beasley, Director of Leadership Education 9:15am

PR Spotlight, Hollifield Hall Jesse S. Lyons, Assistant Executive Director for Advancement

9:30am

Worship Service, Hollifield Hall Dwain P. Knight, National Chaplain

10:00am

Closing Ceremony & Departure, Hollifield Hall

11:00am

Last Shuttle Departs for Airport, Lobby

• Your Council Group Number, located on your name tag, corresponds with your Meeting Room Number. (See pg. 10 & 46) • On Sunday morning, bring your luggage to your Meeting Room and return key to the front desk. • Additional snacks will be available in the evenings until 11pm.

SHARE YOUR THOUGHTS!

Social Media

Get a head start on getting your brothers on board with new ideas and goals. Share what you are learning at NLI on social media. Remember, your alumni are watching. Your school is watching. Share with them the great plans you are developing!

/KappaAlphaOrder @KappaAlphaOrder

Use the hashtag #NLI2017 on all social media & tag @kappaalphaorder as well!

@KappaAlphaOrder The Number Is of Kappa Alpha Order

D.C. Summer Internship The E. Fleming Mason Memorial Internship Program was created to provide deserving undergraduates with the desire to become better educated and informed on both the public and private sectors of our national government. In addition, this program will give undergraduates the opportunity to gain professional work experience while living in the Washington, D.C. area. The E. Fleming Mason Memorial Internship Program provides a once in a lifetime opportunity. Applications for 2017 Internships are due January 31st, 2017. “Being able to walk the halls of the nation’s Capitol every day was a treat of its own. There are very few places where one can actually feel the power resonate from the halls as you walk through them, but the Capitol is one.” –James T. Ruedlinger, Jr. (Delta Iota–Texas-Arlington ’14) Read more about the internship experience in the Fall 2016 edition of The Kappa Alpha Journal.

www.KAOEF.org/Internship

Mission The mission of the Number I’s Leadership Institute is to effectively and efficiently educate the Order’s newly elected Number Is on the mission, vision, and policies of the Order.

The Order’s Values

Goals: The Four E’s 1. Educate 100% of newly elected Number Is on the Kappa Alpha Laws and the Order’s policies that concern chapters 2. Equip Number Is with the tools needed to successfully lead their chapter 3. Empower Number Is to confidently return to their chapters and effectively enact positive change 4. Engage Number Is in a network of support to take with them throughout their term and through life

Philosophy NLI is the Order’s most intense leadership education program designed to educate, equip, empower, and engage Number Is. This conference utilizes National Administrative Office staff, volunteer facilitators, National and local leadership, and nationally recognized speakers to accomplish the mission and goals of NLI. Number Is will be challenged mentally and emotionally to understand the importance of their role at their chapter and the importance each of them play in the overall structure of Kappa Alpha Order. As the leader of their chapter, Number Is must be prepared to make tough real-time decisions that will affect them and their peers. In order to make the right decisions, Number Is must feel confident in their abilities and their obligations to lead their chapters in accordance with the Kappa Alpha Laws. As KAs, we are taught to constantly push ourselves to expand our knowledge and improve our character; NLI and its faculty will prove to be a catalyst for Number Is in this endeavor. Our core values will provide the backbone of the curriculum presented at NLI in conjunction with topics, presentations, and conversations that are relevant.

Gentleman’s Code “We have but one rule here and that is that every student must be a gentleman.” Robert E. Lee We are guests of Caraway Conference Center. You are representing your college or university, chapter, and the Order. Remember that all of your actions will reflect upon their images. This is an alcohol-free event. Failure to abide by this policy will result in removal from the Number I’s Leadership Institute, removal from office, notification to your chapter of your behavior, and all expenses being charged back to your chapter for your attendance. Watch your language. This is a Christian conference center, and inappropriate language will not be tolerated. There is no reason to leave the conference center. If you must leave the conference center, you are required to receive permission from the Executive Director. Arrive to sessions on time, and make sure to bring your materials. These include your manual, something to write with & your name tag. Be courteous during general sessions, refraining from disturbing others and talking loudly. Do not use your cell phone during general sessions and council meetings. Do post positive ideas, pictures, or new thoughts on social media during breaks. Keep noise down in your sleeping rooms. Your neighbors may or may not be KA brothers, and some may be taking advantage of the time away to get some rest. Complete your conference evaluation at the end of NLI. Your feedback is important so that we can continue to make this program better every year. Remember, much time and effort has gone in to planning NLI, and many volunteers are giving their time this weekend. You are required to attend all activities.

KAOEF Scholarships Annually, the KAOEF awards scholarships to participants based on an established Endowment and Spending Policy along with an approved application and grading process. Recipients are selected by the KAOEF’s Scholarship Committee based on applications received. Last year, the KAOEF awarded over $60,000 in scholarships to various applicants. Applications for 2017-2018 Scholarships are due January 31, 2017.

www.KAOEF.org/Scholarship

Leadership Lecturers Hon. Richard L. Hudson, Jr. (Epsilon Xi–North Carolina-Charlotte ’90) is serving his second term in the United States Congress representing North Carolina’s 8th Congressional District. Richard serves on the House Energy and Commerce Committee where he sits on the Energy and Power, Environment and the Economy, and Oversight and Investigations Subcommittees. Richard graduated from Myers Park High School in Charlotte, and he earned his Bachelor of Arts degree in History and Political Science from the University of North Carolina at Charlotte while serving as Student Body President. Richard is an avid hunter and outdoorsman. He is a member of the Congressional Sportsmen’s Caucus and the reigning congressional sporting clays champion. His past volunteer leadership service includes membership on the Rowan-Cabarrus Community College Board of Trustees, Board of Governors of the UNC Charlotte Alumni Association, Board of Managers of the West Cabarrus YMCA and Board of Directors of the Cabarrus Jaycees. Richard and his wife, Renee, have a newborn son, Lane, and reside in Concord, North Carolina.

Luke E. Murphy (Gamma Eta–Florida State ’09) is a retired Army Staff Sergeant. He was a squad Leader of an 11 man Reconnaissance Team with the 187th Infantry Regiment, a component of the 101st Airborne Division, on his second deployment when he lost his right leg above the knee and severely injured his left leg in an Explosively Formed Penetrator (EFP) blast in Sadr City, Iraq on April 25, 2006. After numerous surgeries, months of recovery and returning to Florida, Luke attended Florida State University where he joined Kappa Alpha Order. Since graduation, he has become a partner at Southern Land Realty, coauthored a book, Blasted by Adversity, and joined Homes for Our Troops on their Veterans Action and Advisory Team (VAAT). Luke enjoys being outdoors and outdoor activities such as gardening, hunting, and fishing. Luke enjoys attending Florida State football games and cheering on his alma mater. A real estate agent and a nationally recognized motivational speaker, Luke also works with injured Veterans, sharing his positive attitude and helping others to transition to their new normal.

Faculty & Presenters Darren S. Kay (Alpha Eta–Westminster ’88) is the Order’s 40th Knight Commander. Darren holds a Bachelor of Arts Degree in Accounting, Business Administration and Economics, and is an assurance partner with Ernst & Young’s Financial Services office where he has specialized in the insurance industry during his 20+ year career. He leads Ernst & Young’s insurance practice in the Indiana marketplace and is a frequent speaker on insurance industry topics. Darren was elected to the Executive Council in August 2007 and as Senior Councilor in August 2013. He has previously served as Chiles Province Commander and is a member of the Ammen, Candler, Chiles, Frampton & Locke Courts of Honor. Darren resides outside of Indianapolis with his wife, Karen, and two KA legacies, Allen and Mason. C. Douglas Simmons III (Beta Tau–Mississippi State ’95) is the Senior Councilor of the Executive Council. Previously, he served as the Emmett Lee Irwin Province Commander from 2005-2008. He is a former staff member of the National Administrative Office where he worked as an educational and leadership consultant from 1998-2000. For the past several years, he has taught many undergraduates about the customs of the Order at several national conferences and province councils across the country. He has also been a faculty member for all of the Stewards of the Order programs. He resides in Greenville, Mississippi, where he is a rice and soybean producer. J. Michael Duncan (Delta Kappa–Stephen F. Austin State ’69) served as Knight Commander from 2007-2011 during which thirteen chapters were established or re-chartered, as well as Theta, Sigma Alpha and Omega Commissions and the Military Division of Kappa Alpha Order. Concerned with providing quality education to the Order’s Number Is, Duncan worked to create the first Number I’s Leadership Institute in 2003 and has served as the Dean of the Institute every year. A retired Senior Special Agent of the Bureau of Alcohol, Tobacco and Firearms, he owns and operates Duncan & Associates, a security consulting and investigation firm in Texas. David P. Barksdale (Tau–Wake Forest ’83) is a member of the Executive Council. He was elected to the Executive Council at the 74th Convention in 2011 in Phoenix, Arizona. Previously, he served as the Commander of Smith Province. As Tau Chapter’s Faculty Advisor, he helped the Wake Forest chapter navigate their re-chartering process in 2003 and 2004. In August 2004, David re-entered the banking industry after serving for two years as Wake Forest University’s Director of the College Fund. He is the Chief Executive Officer of Carolina Premier Bank in Charlotte, and he resides in Winston-Salem, North Carolina. Larry Stanton Wiese (Gamma Omega–Midwestern State ’87) is the Order’s Executive Director and General Counsel, as well as the Kappa Alpha Order Educational Foundation’s Executive Director. Larry served as an Educational and Leadership Consultant from 1990 to 1991, Mikell Deputy Commander from 1991 to 1995, and Assistant Executive Director from 1995 to 1996. Larry is a past President of FIPG, Inc., the Fraternity Executive Association, and the Fraternity and Sorority Political Action Committee. He is a member of the American Society of Association Executives. Larry is admitted to practice law in the Commonwealth of Virginia and the District of Columbia. Tullis D. Beasley (Delta Rho–Valdosta State ’09) is the Director of Leadership Education. He graduated with a bachelor’s degree in political science. Originally from Valdosta, Georgia, he served as Number VIII, VI and Alumni Relations Chairman of his chapter. Tullis also served on campus with the Student Government Association as the chief justice, ambassador, IFC Executive Vice President of Judicial Affairs, and Interfraternity Council Undergraduate Assistant working with his Greek community. Tullis previously served as an Associate Director for Chapter Services from 2014 to 2016.

Faculty & Presenters

Chris M. Woods (Epsilon Theta–Western Kentucky ’03) is a partner in Plaid, LLC. and serves in the areas of program development, account management, marketing and facilitation. He provides knowledge and experience specializing in fraternal management, chapter operations and individual leadership development. Chris graduated from Western Kentucky University with a B.S. in Marketing and pursued his M.A. in Corporate Communication from Austin Peay State University. Chris is a former staff member of the Kappa Alpha Order National Office where he served in the area of chapter expansion. Chris current lives in Louisville, Kentucky. Greg Singleton (Gamma Gamma–Memphis ’82) is the Forester Province Commander and the National Scholarship Officer. He served previously as an educational and leadership consultant, Dean of the National Leadership Institute, and Feller Deputy Province Commander. He is a member of the Feller Province Court of Honor, a recipient of the Order’s Accolade for Interfraternal Service and the Knight Commander’s Accolade. He currently resides in Clarksville, Tenn., and is the Associate Vice President for Student Affairs and Dean of Students at Austin Peay State University. With nearly 30 years of experience in higher education, he is a frequent presenter at regional and national conferences. Jesse S. Lyons (Delta Alpha–Western Carolina ’98) is the Assistant Executive Director for Advancement and Editor of The Kappa Alpha Journal. Jesse has served as an Educational and Leadership Consultant, a Chapter Development Consultant, the Director of Chapter Development, and the Director of Communications. In his current capacity, Jesse leads public relations activities, brand management, publication creation, and digital media, along with the national website, for both internal and external audiences. Jesse is the president of the Fraternity Communications Association. Jesse is a former IX, III, VIII, and I and has a Bachelor of Science in Business Administration. Dwain P. Knight (Delta Kappa–Stephen F. Austin State ’04) is the Order’s National Chaplain and has held that distinction since 2009, previously serving as a Deputy National Chaplain. In 2007, he was inducted into the William A. Walsh Province Court of Honor for meritorious service. He is recognized as a Steward of the Order and as a member of the Loyal Order. Dwain is a retired high school teacher and coach. Residing in East Texas, he is an ordained minister.

Thank you to the Graphic Cow Company for fully sponsoring our NLI t-shirt again this year! Please consider using them for all of your event, recruitment, and specialty t-shirts! They are officially licensed to sell products with KA’s marks and imagery. www.grafcow.com

Facilitators 1

Mason W. Tarpley (Beta Xi–Oklahoma State ’10) Associate Director for Chapter Services

E. Preston Pritchett III (Nu–Auburn ’10) 8th Grade Teacher and Coach, Phenix City, Alabama

Michael P. Wilson (Alpha Theta–Transilvania ’99) Chief Financial Officer North-American Interfraternity Conference

Chris M. Woods (Epsilon Theta–Western Kentucky ’03) Partner, Plaid, LLC

Dr. Gary G. Wiser, Jr. Nicholas B. Kutz (Delta Lambda–Middle Tennessee (Zeta Pi–Florida Gulf Coast ’12) State ’99) Associate Director for Chapter Director for Fraternity and Sorority Services Life at Clemson

Stuart F. Whetsell (Delta Psi–Appalachian State ’06) Development Coordinator at Centra Health

David C. Merrill G. Dallas Weaver (Zeta Pi–Florida Gulf Coast ’08) (Gamma Rho–East Caroina ’12) Director of Risk Management Former Number I

Michael B. Oleis (Delta Beta–Delta State ’10) CPA & Audit Associate for Frazier & Deeter, LLC.

Dr. Greg R. Singleton Patrick G. Coudrain (Gamma Gamma–Memphis ’82) (Gamma Alpha–Louisiana Associate Vice President for Student Tech ’07) Affairs and Dean of Students at Attorney at Cashe, Coudrain & Austin Peay State University Sandage

Robert H. Wall (Tau–Wake Forest ’95) Attorney & Member at Spilman Thomas & Battle, PLLC

Evan L. Stack William H. Walker (Zeta Chi–Kennesaw State ’15) (Beta Tau–Mississippi State ’07) Associate Director for Chapter Rental Manager at Summit Development Idealease

Dr. Joel A. Nickles (Delta Sigma–Houston Baptist ’74) Founder & Consultant, Cinco Meadows Dental

Collins D. Williamson (Alpha Beta–Alabama ’09) Associate Director for Chapter Services

Dorian E. Escobar (Gamma Tau–Sam Houston State ’16) Associate Director for Chapter Development

A. Blake Ball (Zeta Tau–Austin Peay State ’12) Associate Director for Chapter Services

Dwain P. Knight (Delta Kappa–Stephen F. Austin State ’04) National Chaplain

Jesse C. Brown Sam E. Mynhier (Gamma Omega–Midwestern (Zeta Tau–Austin Peay State ’11) State ’14) Director of Chapter Development Coordinator of Student Leadership at Midwestern State & City Councilman of Wichita Falls, Texas

Tanner L. Gellinger (Zeta Omicron–Southern Indiana ’12) Associate Director for Chapter Development

Jeremy D. Duke (Delta Lambda–Middle Tennessee State ’09) Business Relationship Manager at Ramsey Solutions

Council Meeting 1 Reverence. Our motto is “Dieu et Les Dames” (God and the ladies) and reminds each of us that there is a Higher Being in our lives. Just as our founders were in 1865, we are called together to demonstrate our Reverence for God and to cultivate our moral faculties. Gentility. The second part of our motto reminds us that the Age of Chivalry idealized woman and honored her. The modern gentleman continues this practice of Gentility, showing respect and humility to all he encounters on his campus, in his family, in his community, and in his career. Knowledge. The mind is immortal, and we are called upon to seek Knowledge and develop our character throughout our lives. Our quest for this lifelong learning is manifested in our academic success, our career achievements, and the positive impact we have on our communities. Leadership. We are leaders among men. We demonstrate this Leadership by setting the proper example of the modern gentleman and by serving mankind in whatever manner we are called. We demonstrate courage and perseverance as we both lead and follow. Brotherhood. We are bound to each other−for life. We befriend and assist our brothers, especially in times of need. We are Brothers faithful unto death. Excellence. Our aim is Onward and Upward, and it is in this direction that we continually strive. Through hard work and dedication, we endeavor to achieve this Excellence in all that we undertake, with a vision of making the world a better place. Kappa Alpha Order is a Moral Compass for the Modern Gentleman with a lifelong emphasis on reverence, gentility, brotherhood, leadership, knowledge, reverence, and excellence. You come to college with your values intact; you have learned from family and friends what is right and wrong. While in college, KA helps you keep your compass straight, develop your values-set and experiences, and points you in a great direction for your future. Then, with our history and your experience, your journey in life, forever KA, becomes clear. 1. What does a Moral Compass mean?

2. What are Kappa Alpha Order’s values?

3. How important is it to live up to your obligations and values?

4. As Number I, will you hold others to their obligations without compromising your own?

Council Meeting 1 STRENGTHS AND CHALLENGES What are the top five strengths and top five challenges that face your chapter today? STRENGTHS CHALLENGES 1. 1. 2. 2. 3. 3. 4. 4. 5. 5.

ACTIVE CHAPTER EXPECTATIONS Initiation Ceremony Proficiency and Usage An Active Chapter will maintain a proper set of regalia, read and explain some portion of the ritual at each chapter meeting, and perform the initiation ceremony with a minimum of 75% memorization. Academic Performance An Active Chapter will achieve an overall term GPA no less than 3.0. Membership Growth An Active Chapter will have a minimum membership of 30 or have a membership level higher than that of the average size of an IFC chapter on their campus, whichever is greater. National Financial Status An Active Chapter will remain solvent by maintaining a zero account balance with the National Administrative Office and all other creditors and shall annually file the appropriate IRS Form 990 by October 15. Membership Education An Active Chapter will have a minimum of 70% of its total membership attend NO LESS THAN 2 educational programs during each term, or a total of 4 for the school year. Two of these yearly programs will be mandatory subjects prescribed by the Executive Council at the beginning of each calendar year. Other acceptable subjects include, but are not limited to: Robert E. Lee, founding of the Order, alcohol and drug abuse awareness, hazing prevention, fire-health-safety, risk management, personal finance, etiquette, professional dress, ritual, Kappa Alpha Laws, career development, and leadership. In addition to volunteer alumni, the use of resources and speakers provided by the host college/university is encouraged.

What is Personal Development?

Personal development encompasses activities that improve awareness and identity, develop talents and potential, build human capital and facilitate employability, enhance quality of life and contribute to the realization of dreams and aspirations.

“THE UNEXAMINED LIFE IS NOT WORTH LIVING.” -

The concept is not limited to self-help but includes formal and informal activities for developing others in roles such as teacher, guide, counselor, manager, life coach or mentor.

Socrates, 400 BC -

When personal development takes place in the context of institutions, it refers to the methods, programs, tools, techniques, and assessment systems that support human development at the individual level in organizations.

Why is Personal Development Important? • Improves self-awareness and self-knowledge

• Identifies and improves potential

• Enriches the learning of new skills

• Builds employability and human capital

• Assists in becoming a self-leader

• Enhances lifestyle and the quality of life

• Builds or renews identity/self-esteem

• Improves health and fulfills aspirations

• Develops strengths and talents

• Initiates a life enterprise and personal autonomy

• Improves wealth and spiritual development

• Defines and executes personal development plans • Expands social abilities

Self Awareness

Self-awareness is the capacity for introspection and the ability to recognize oneself as an individual separate from the environment and other individuals. It is not to be confused with consciousness. While consciousness is being aware of one’s environment and body and lifestyle, self-awareness is the recognition of that consciousness. When we focus our attention on ourselves, we evaluate and compare our current behavior to our internal standards and values. We become self-conscious as objective evaluators of ourselves. People are more likely to align their behavior with their standards when made self-aware. People will be negatively affected if they don’t live up to their personal standards. www.beingplaid.com

“IF A MAN EMPTIES HIS PURSE INTO HIS HEAD, NO MAN CAN TAKE IT AWAY FROM HIM. AN INVESTMENT IN KNOWLEDGE ALWAYS PAYS THE BEST INTEREST.” -

Benjamin Franklin -

Self Awareness Relationships RELATIONSHIP WITH SELF RELATIONSHIP WITH STUFF THAT WE DO

RELATIONSHIP WITH OTHERS

The Colors

RED

YELLOW

BLUE

GREEN

What does it represent?

What question does it ask?

Red represents

Blue represents

Red asks,

Blue asks,

INTERESTS:

The areas in which you prefer to spend your energies: what you like to do; your passion and desires.

The Symbols

◊

USUAL BEHAVIOR:

Indicates your usual, flexible, adaptable behavior when your personal needs are met: how you like to do things; your positive, “good day” behaviors.

Green represents

Yellow asks,

Yellow represents

www.beingplaid.com

NEEDS:

The support you need to be productive; how you see the world and how you expect the world to treat you; your perceptual filter.

Green asks,

STRESS BEHAVIOR:

Describes how an individual reacts when basic personal needs are either not met or perceived as unmet; a reactive and reflexive behavior; your negative “bad day” behaviors.

The Lifestyle Grid ® When you put the colors and symbols together you form the Life Style Grid. It is important to note that the Life Style Grid represents an aggregation of a large amount of data that comes from Plaid’s assessment tool. Humans are extremely complex but the Life Style Grid is a great tool to help take the mystery out of human behavior.

DIRECT RED

GREEN

What?

Who?

ACTION

RELATIONSHIPS

TASK

PEOPLE YELLOW

BLUE

How?

Why?

PROCESS

THOUGHT INDIRECT

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Your Lifestyle Grid 1. Look at your nametag and transfer the location of the symbols onto the blank grid. 2. Once you have drawn in the symbols, connect them using straight lines to form a triangle. 3. Now compare the location of your symbols to the Lifestyle Grid on the previous page. 4. What does it say about you?

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BLUE INTERESTS Likes to: Plan Deal with abstractions Think of new approaches Innovate Work with ideas

◊

BLUE USUAL BEHAVIOR Acts: Insightful Selectively sociable Thoughtful Reflective Optimistic

* Interests * * *

GREEN INTERESTS Likes to: Sell Promote Persuade Motivate

RED INTERESTS Likes to: Build Organize See finished product Solve problems

◊ Usual Behavior ◊ ◊ ◊

GREEN USUAL BEHAVIOR Acts: Competitive Assertive Flexible Enthusiastic about new things

RED USUAL BEHAVIOR Acts: Friendly Decisive Energetic Frank Logical Casual

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YELLOW INTERESTS Likes to: Schedule activities Do detailed work Control Work with numbers

◊

YELLOW USUAL BEHAVIOR Acts: Orderly Concentrative Cautious Insistent

O Blue Needs and Stress Behaviors

The blue viewpoint is an environment of complexity and humanity. Time to explore the many shades of gray and share opinions with others are essential for making good decisions. Sensitive consideration of time, thought, and feelings are greatly appreciated.

BLUE MOTIVATIONAL NEEDS

BLUE STRESS MANAGEMENT BLUE STRESS BEHAVIORS

Freedom to set own pace Indecision and procrastination Quiet reflection time Discouraged withdrawal Opportunity to explore complexities Affirmation of emotions Sensitivity

Create a timeline Stay on task Work toward a decision Summon your energy and move forward

O Green Needs and Stress Behaviors

The green viewpoint involves an environment of competitive flexibility with opportunities for individual excellence. Therefore, rules, regulations, and procedures are to be held at a minimum to insure a competitive opportunity. Broad parameters, latitude, rewards and recognition are equally appreciated.

GREEN ENVIRONMENTAL NEEDS

Novelty Latitude Personal incentives Parameters of authority Independence

GREEN STRESS BEHAVIORS

Rebellious independence Aggressive self-promotion Unfocused and chaotic

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GREEN STRESS MANAGEMENT

Follow some sort of order Listen and understand others Compete w/ goals, not others Think TEAM

O Red Needs and Stress Behaviors

The red viewpoint is an environment of energetic simplicity. A clear sense of purpose, an opportunity to act, and a no nonsense approach are desired to perform the tasks. Clarity, objectivity and high-energy group participation are good.

RED MOTIVATIONAL NEEDS

Clarity and directness Active environment Task orientation Group activities

RED STRESS MANAGEMENT RED STRESS BEHAVIORS

Impulsiveness and impatience Insensitivity and bluntness

Re-channel your energies Stop and think Understand the complexity Be aware of how you deliver the message

O Yellow Needs and Stress Behaviors

The yellow viewpoint involves an environment of safety and security existing in a chaotic, unpredictable, and sometimes dangerous world. Therefore, rules, regulations, and procedures are welcome to secure a predictable environment. Loyalty, trust, good team members, family and friends are equally appreciated.

YELLOW ENVIRONMENTAL NEEDS

Consistency Defined procedures Loyalty and trust Autonomy Inclusion and information

YELLOW STRESS MANAGEMENT

YELLOW STRESS BEHAVIORS

Rigidity based on idealism Passive and/or aggressive resistance

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Step back & think big picture Be receptive to new information Think proactively Be more excited about new solutions

REFLECTIONS

Your Behaviors and Motivators UNDERSTANDING MY AREAS OF INTEREST What are my interests and how do they affect my decisions?

How do my interests relate to what I am studying and what I plan to do as a career?

UNDERSTANDING MY USUAL BEHAVIOR What resonated most with me about my usual behavior?

What are the strengths and challenges of my usual behavior?

UNDERSTANDING MY NEEDS How can I communicate my needs to others to help ensure they are met?

What adjustments will I have to make based on what I need in order to be effective?

UNDERSTANDING MY STRESS BEHAVIOR What am I going to do differently to get out of stress behavior?

How do I resolve the results of my stress behavior when that behavior affects others?

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REFLECTIONS

What’s your Plaid? ELEVATOR SPEECH What color “Plaid” are you?

What activities are you passionate about?

How do you usually behave when you’re having a good day?

What do you need to be at your best?

What does it look like when you’re having a bad day?

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Understanding Your Relationship with Others HOW TO RELATE TO BLUES When dealing with Blue people, you might need to check occasionally to make sure you’ve still got their attention. Their minds have a tendency to springboard from whatever you’re saying to dozens of other things at a moment’s notice. To keep them on track, try these ideas: • Relate to them in a quiet way.

• Run your plan by them for consideration. • Involve them in the planning.

• Outline the project and allow them to take the initiative.

• Ask them to help in ways directly related to their talents. • Give justified support and encouragement.

• Show deserved appreciation by being a friend. • Make use of their ideas and creativity.

HOW TO RELATE TO GREENS These are the conversational, quick-decision makers. If you’re not a Green as well, it may be difficult for you to try to keep up with these individuals. But here are some recommendations to help you get started: • Interact by expressing your concerns and shared feelings.

• Realize the importance of recognition, compliments, and appreciation. • Show an interest and allow them to talk.

• Expect them to get involved and interact.

• Capitalize on Green’s ease in relating to others and making them comfortable. • Count on their eager assistance.

• Use their talent for enlivening and entertaining in social situations. • Tell them how they can help and draw on their political savvy.

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Understanding Your Relationship with Others HOW TO RELATE TO REDS Reds generally enjoy building, organizing, and seeing projects through to completion. They are direct in their approach to problems and people so don’t be put off by them. Here are some suggestions: • Act, react, and respond to their initiative.

• Challenge and confront them with solutions. • Be forceful, direct, and straightforward.

• Identify the need or the problem for them and then hang on as they go to work. • Draw on their expertise in promoting change and new concepts. • Recognize their practical leadership potential and give support.

• Stay involved to give additional/balancing viewpoints when new challenges arise. • Avoid lengthy explanations and sentiment.

HOW TO RELATE TO YELLOWS Remember that Yellows prefer, and even enjoy, having a set procedure for everything. They like numbers, rules, and structure. So when you relate to Yellows, here are a few suggestions: • Build relationship around task-oriented projects.

• Outline the task and let them find practical methods for accomplishing it. • Challenge them to outline specific objectives and solutions to problems. • Interact rationally and objectively.

• Alleviate worry by having a clear-cut strategy. • Outline a tangible goal.

• Draw on their ability to analyze.

• Take the initiative, but let them suggest alternatives. “YOU CAN DO WHAT I CANNOT DO. I CAN DO WHAT YOU CANNOT DO. TOGETHER WE CAN DO GREAT THINGS.”

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- Mother Teresa -

REFLECTIONS

Your Relationship with Others Reflect on your relationship with people who have different colors/“needs” than you. Birkman report: Your relationship with your Discovery Partner Look around the room and name four relatively close friends who represent each quadrant of the Lifestyle Grid (blue, red, green, and yellow). If you cannot, what area(s) is missing? Why do you think some areas have few, if any, names that immediately come to mind? BLUE:

GREEN:

RED:

YELLOW:

Based on what I’ve learned, how should I treat each person? I SHOULD TREAT BLUE:

I SHOULD TREAT GREEN:

I SHOULD TREAT RED:

I SHOULD TREAT YELLOW:

People have both similarities and differences with you. When you first meet a person which do you focus on the most? Why?

Do you tend to be cautious around people you don’t understand? If so, why do you think that’s true?

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REFLECTIONS

Birkman Reports RELATIONAL DISRUPTORS Describe a time that you may have unintentionally hurt someoneâ&#x20AC;&#x2122;s feelings. How did you learn they were upset? How did you handle the situation?

Describe a pet peeve that you have with other people. Why does it annoy you?

How can you overcome the negative feelings associated with other peopleâ&#x20AC;&#x2122;s personalities? How can you channel your energies to be more effective?

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Risk Mgt. Policy The Risk Management Policy of Kappa Alpha Order, adopted by the Executive Council pursuant to R16-118, mirrors that of FIPG, Inc., and shall apply to all entities and all levels of fraternity membership. All members of Kappa Alpha Order are expected to follow all applicable laws of the state, county, parish, city and institution of higher education. It may be found as Appendix 401 of the Kappa Alpha Laws and includes the following provisions:

ALCOHOL AND DRUGS

1. The possession, sale, use and/or consumption of alcoholic beverages while on chapter premises, or during a fraternity event, in any situation sponsored or endorsed by the chapter, or at any event an observer would associate with the fraternity, must be in compliance with any and all applicable laws of the state, county, parish, city and institution of higher education, and must comply with either BYOB or Third Party Vendor guidelines. 2. No alcoholic beverages may be purchased through or with chapter funds nor may the purchase of same for members or guests be undertaken or coordinated by any member in the name or on behalf of the chapter. The purchase or use of a bulk quantity or common sources of such alcoholic beverage, for example kegs or cases are prohibited. 3. Open parties, without specific invitation, where alcohol is present are prohibited. Open parties have been defined as those functions at which the guest to member ratio exceeds three-to-one. 4. No chapter members, collectively or individually, shall purchase for, serve to, or sell alcoholic beverages to any minor (i.e., those under the legal “drinking age”). 5. The possession, sale and/or use of any illegal drugs or controlled substances by a member are strictly prohibited. 6. No chapter may co-sponsor an event with a distributor of alcohol, charitable organization or tavern (tavern defined as an establishment generating more than half of its annual gross sales from alcohol) where alcohol is given away, sold or otherwise provided to those present. This includes any event held in, at or on the property of tavern, as defined above, for the purposes of fundraising. However, a chapter may rent or use a room or area in a tavern, as defined above, for an event held within the provisions of this policy, including the use of a third party vendor and guest list. 7. No chapter may co-sponsor, co-finance or attend or participate in a function where alcohol is purchased by any of the host chapters, groups or organizations. 8. All recruitment or rush activities associated with any chapter will be non-alcoholic. No recruitment or rush activities associated with any chapter may be held at or in conjunction with a tavern or alcohol distributor as defined in this policy. 9. No member or pledge/associate/new member/novice shall permit, tolerate, encourage or participate in “drinking games”. 10. No alcohol shall be present at any member awaiting initiation/pledge/new member program or activity of the chapter. This includes, but is not limited to, activities associated with “bid night”, “big brother - little brother” events or activities, “family” events or activities and initiation.

HAZING

No chapter, student or alumnus shall conduct nor condone hazing activities. Permission or approval by a person being hazed is not a defense. Hazing activities are defined as: “Any action taken or situation created, intentionally, whether on or off fraternity premises, to produce mental or physical discomfort, embarrassment, harassment or ridicule. Such activities may include, but are not limited to, the following: use of alcohol; paddling in any form; creation of excessive fatigue; calisthenics, physical and psychological shocks; use of pledge books or signature

Risk Mgt. Policy cont. books, quests, treasure hunts, scavenger hunts, road trips or any other such activities carried on outside or inside the confines of the chapter house; wearing of public apparel which is conspicuous and not normally in good taste; engaging in public stunts and buffoonery; morally degrading or humiliating games and activities; and any other activities which are not consistent with fraternal law, ritual or policy or the regulations and policies of the educational institution.”

SEXUAL ABUSE AND HARASSMENT

The fraternity will not tolerate or condone any form of sexist or sexually abusive behavior on the part of its members whether physical, mental or emotional. This is to include any actions, activities or events, whether on chapter premises or an off-site location which is demeaning to women or men, including but not limited to verbal harassment and sexual assault by individuals or members acting together. The employment or use of strippers, exotic dancers or similar, whether professional or amateur, at a fraternity event as defined in this policy is prohibited.

FIRE, HEALTH, AND SAFETY

1. All chapter houses shall, prior to, during and following occupancy, meet all local fire and health codes and standards. 2. All chapters must have posted by common phones and in other locations emergency numbers for fire, police and ambulance and should have posted evacuation routes on the back of the door of each sleeping room. 3. All chapters shall comply with engineering recommendations as reported by the insurance company or municipal authorities. 4. The possession and/or use of firearms, archery equipment, incendiary devices such as fireworks or explosive devices of any kind within the confines and premises of the chapter house are prohibited. 5. Pets are not permitted in any chapter house, lodge or facility.

SPECIAL EVENTS

Special events are defined as any event/function (1) where alcohol will be present, and the guest to member ration exceeds three-to one; (2) involving athletic events or competitions; or (3) that involves any activity that is deemed to be potentially hazardous by the Alumnus Advisor, the Alumni Advisory Committee, the Province Commander, the Executive Director, or the Order’s insurance broker. Any chapter wishing to host a special event must do the following: 1. Complete a comprehensive, written description of the event and forward it to the Province Commander and the Executive Director for review and approval. This information must be received by the Executive Director at least 60 days prior to the event; and 2. Secure a Special Events Insurance Policy (“Policy”) or pay a risk management assessment fee in an amount to be determined by the Order’s insurance broker. If the Policy option is selected, the Policy shall be in the amount of $1,000,000 available through the Order’s insurance broker and shall name Kappa Alpha Order, a Virginia Corporation, as an additional insured.

EDUCATION

Each student member, associate member and pledge shall be instructed annually on the Kappa Alpha Order Risk Management Policy. A copy of the Risk Management Policy shall be available on the fraternity website.

Council Meeting 3 Identifying Risks & Creating a Plan of Action List your chapter’s top 3 areas of risk.

What is the one thing of worry that keeps you up at night?

What issues does your chapter face? What is your members’ mentality/outlook on these issues?

What is one thing you can change regarding risk management at each of the following events? • Recruitment events • Bid day/night • Big Brother night • Initiation night • Mixer/social at KA house • Mixer/social/date night at a 3rd party venue • Off campus house • Destination weekend (mountain/beach) • Game day/tailgating • Formal/semi-formal • Co-hosted event with another fraternity How do you plan on minimizing your chapter members perpetuation of negative “frat culture” that is portrayed on Old Row and TFM? Do the overall impressions of Old Row and TFM align with Kappa Alpha Order’s values? How can your chapter, and therefore all of KA, maintain a buffer between the reality of who our members are and the perceptions of Old Row and TFM?

General Session Notes COLLEGE, CAREERS, AND LEADERSHIP: OUR PATH TO ACADEMIC SUCCESS

Greg Singleton, Assoc. Vice President & Dean of Students - Austin Peay State University What are the top 10 reasons why students are dropping out of college? • Too much fun at the expense of classes and grades • A sense of not belonging; a sense of isolation, homesickness • Academically unprepared; burned-out on education • Financial constraints; low on funds • Personal family issues • Academic climate/fit • Choice of the wrong major; major not offered • Lack of advising and guidance • Demands from part-time or full-time employment • Move to a different geographic location Why Do Intelligent Students Sometimes Fail in College? • Lack of motivation • Poor time management • Lack of perseverance--giving up too easily • Inability to apply concepts to different situations • Inability to complete tasks • Fear of failure • Procrastination • Excessive dependency • Too little or too much self-confidence • Inability to delay gratification • Lack of balance between critical, analytical and creative thinking • Not enough reading So…what are the essentials for scholastic excellence? • Recruit men who are serious about academic success • Set chapter goals related to academic excellence (short and long term) • Offer incentives for outstanding scholarship • Confront and hold Brothers accountable • How do you promote scholastic achievement? • Look at your chapter website…do you promote academic success? • Do you publicize and reward Brothers who are academically successful? • Allocate at least 10% of your chapter budget to academic enhancement • Always rank in the top 10% academically, each semester, on your respective campus and always set your minimum standard each semester as a 3.0 • Utilize the resources you have, both on campus, and from KA to enhance your academic standing.

ACTIVE CHAPTER MINIMUM EXPECTATIONS

• An active chapter will achieve an overall term GPA no less than a 3.0

Notes NEW SCHOLARSHIP STANDARDS:

• Each active chapter must achieve a 3.0 overall GPA on a 4.0 scale from the immediate preceding college semester or quarter. • Any chapter that achieves between a 2.70-2.90 from the immediate preceding college semester or quarter must submit a written scholastic plan to address academic deficiencies. This written scholastic plan must be submitted to the Province Commander, Deputy Province Commander for Academic Affairs, and the National Administrative Office. • Any chapter that achieves below a 2.70 from the immediate preceding college semester or quarter will lose social privileges for one semester or quarter. Notification of social restriction will be sent to the Province Commander, Deputy Province Commander for Academic Affairs, and campus fraternity professional. • If an individual to be elected to membership is classified as a freshman and has not earned any prior university/college grades, he must have achieved a high school grade point average of a 2.7 on a 4.0 scale or its equivalent to join. • If an individual to be elected to membership has earned any prior university/college academic credits, he must have achieved a grade point average of a 2.70 on a 4.0 scale or its equivalent to join. • “No active member or member awaiting initiation shall be eligible to attend or participate in any social function sponsored by an active or alumni chapter if he has failed to maintain a grade point average of 2.70 on a 4.00 scale, or its equivalent, from the immediate preceding college semester or quarter. • A member is ineligible to serve in any office of an Active Chapter if he has failed to maintain a grade point average of 2.70 on a 4.00 scale, or its equivalent, for the immediate preceding semester or quarter.

CHAPTER SCHOLARSHIP OFFICER

• Each chapter will be required to have an active Scholarship Chair who will also serve as the # III of the chapter.

NATIONAL SCHOLARSHIP RECOGNITION

• The National Scholarship Trophy will be presented annually to the Active Chapter that achieves the highest collective grade point average for the academic year. The name of the winning Active Chapter each year will be engraved upon the trophy and permanently displayed in the National Administrative Office • Scholastic Excellence Awards - Each chapter that achieves a semester or quarterly grade point average of at least a 3.25 will be recognized by a Scholastic Excellence Award. The Scholastic Excellence Awards will be bestowed at province council for the immediate past spring and fall terms. Chapters will be recognized in the Kappa Alpha Journal. • The Scholastic Achievement Awards are given each semester/quarter to each Active Chapter that achieves a collective grade point average higher than both the All-Men’s and All-Fraternity average or that are academically ranked in the top 25% of fraternities, and is higher than the Kappa Alpha Order National Average at their respective institutions. • Academic Achievement Awards are also awarded to chapters that achieved a 3.0 GPA or higher the last two academic semesters. • Citation of Academic Excellence - Any undergraduate brother, who maintains full-time enrollment status on their respective campus and achieves a 4.0 semester or quarterly grade point average, can achieve recognition. Submission of Citations of Academic Excellence are the responsibility of undergraduate chapters at the completion of each academic term.

Council Meeting 4 Using Your Resources and Communicating As an effective leader, you must also be an effective communicator. There a number of people or groups that an effective Number I must be in constant and open communication with. List 5 times that a bad situation could have been avoided if someone in your chapter would have communicated better.

List individuals or groups that you need to communicate with on a weekly basis:

List individuals or groups that you need to communicate with on a monthly basis:

What are subjects or issues that you need to communicate with others to resolve? Why is it important that other people or groups know what you are working to resolve?

Council Meeting 4 Below, list who would need to be notified/contacted for each situation and why. A chapter member breaks his bedroom window out in the chapter house. Your philanthropy committee is planning a 5k for MDA. IFC officer elections are coming up in a month. Your chapter needs to hold a major offense trial and does not know how to do so. Your Number III needs to update the chapterâ&#x20AC;&#x2122;s roster on OmegaFi and no one knows how to do that correctly. You are having issues with planning a social event that follows the Kappa Alpha Order Risk Management Policy and the University/IFC Risk Management Policy. Your chapter wants to host a greek wide speaker on hazing prevention. Your chapter needs help completing and submitting Report 3.

List all of the possible resources you have available to you to have a successful term as Number I. Next to each resource, list one thing that this person, group, or tool can assist you and/or your chapter with. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15.

Council Meeting 5 CRISIS MANAGEMENT SCENARIO

CM 5 - cont.

Target Session Notes SOCIAL FUNCTION CHECKLIST Adapt as necessary for your chapter’s circumstances and venue. Prior to the event ◊ Determine the time, date, and location of the event. ◊ Check the university/college calendar for conflicts. ◊ Register the event with the university/college per applicable policies. ◊ Register the event with the local city/county/community if applicable. ◊ Arrange for special event insurance if necessary, contact Holmes Murphy, 60 days in advance. ◊ Arrange to have owner’s of property listed as additionally insured if necessary, contact Holmes Murphy. ◊ Determine an appropriate theme for the event. ◊ Arrange for entertainment. ◊ Notify your advisors of the event. ◊ Notify your neighbor(s) of the event. ◊ Review the applicable policies and procedures with members. ◊ Explain to the chapter that no one can be allowed into the social function unless they are on the guest list per the KAORMP. Set a deadline for guest names to be submitted. ◊ Hire security guards. ◊ Make arrangements to have safe transportation available. ◊ Make arrangements to have sober event monitors. ◊ Make arrangements for clean-up following the event or the next day. ◊ Check the outside lighting. The day of the event ◊ Clean the house and make sure there are no hazardous items in the venue. ◊ Clean all bathrooms and ensure that each has the proper amount of toilet tissue, soap, and paper towels. ◊ Get food and non-alcoholic beverages for the event. ◊ Lock any rooms that should have restricted access. ◊ Limit entrances/exits to the social function to those which will be monitored. ◊ Block the driveway or the road in front of the house or venue to allow entrance and exit for emergency vehicles. ◊ Make sure there are more than enough garbage cans and trash bags available. ◊ Provide a guest list to those in charge of the entrance(s)/exit(s). ◊ Ensure that emergency numbers and emergency exit plans are properly displayed and available. ◊ Distribute copies of the chapter’s crisis management plan to sober event monitors. ◊ Replenish the chapter’s first aid kit(s). ◊ Ensure that all smoke detectors and fire extinguishers are in working order. ◊ Double check the safety of the walkways to the event.

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Target Session Notes NATIONAL REPORTING All Reports are to be filed on the chapter’s Vault account. Report 1 - National Dues and Risk Management Assessment Fee This report allows you to update your chapter’s active member roster by noting those who have graduated, transferred, are studying abroad, or have left school. The deadline for filing this report is August 25th. After the fees are posted to the chapter’s Vault account the chapter has until September 15th to make any roster corrections or dispute any charges. Fees per active brother are: $305.00* per active per year ($135.00* for National Dues and $170.00* for Risk Management Assessment Fee per year). Fall new members do not pay National Dues or Risk Management Assessment Fee the first semester. Report 2 - Induction Report This report records the information for your new members. This report is filed by adding new members to the chapter’s active roster on Vault. Once the chapter adds the new members, they each will receive an email from OmegaFi to complete their membership profile. The addition of new members to the chapter roster must be completed within 48 hours of induction; the membership profile must be completed within 48 hours of being added to the chapter roster. If the membership profile is not completed within 48 hours the chapter will be charged a weekly fine of $10.00 per unfiled report until this is completed. The induction fees do not include the fees for the New Member Packets. The packets must be ordered separately from www.kaonlinestore.com (A New Member Packet includes The Varlet, badge of member awaiting initiation, To Manners Born To Manners Bred, and The Talisman for $25.00 or the above listed plus a KA Bible and KA Devotional Guide for $45.00.) Report 3 - IRS 990 This report provides financial information needed for IRS 990 filing purposes. Report 3 is filed under the KA Reporting Tab on the chapter’s Vault account. This report must be uploaded onto the chapter’s Vault account by September 15th along with all opening and closing bank statements for the fiscal year that are attached to chapter bank accounts. This report will be reviewed by the KAONAO accounting department for accuracy and then will be transferred to the KAONAO’s accounting firm for filing. Once the accounting firm has completed the proper filing forms, the chapter will be emailed a document to be signed and returned in order for the chapter to complete the filing process. This report is due to the National Office by September 15th. If the chapter fails to file this report by October 15th the chapter will be placed on social suspension until the report has been processed and filed with the IRS. If this report is not filed by October 15th the chapter will be fined $500.00 and chapter operations could be suspended for failure to comply with the IRS filing deadline. Report 4 - Initiation Report This report is used to record the initiation of new members. This report is filed on the chapter’s Vault account under the Member Initiation Reporting Tab. The initiation fee is $265.00 per new member. Report 4 is due no less than two weeks prior to initiation. If the initiation report is filed within two weeks of initiation or after initiation the chapter will be charged for overnight shipment of badges and the chapter will be fined $25.00 per new member. Badges will be shipped upon submission and should arrive in time for the initiation. Filing four weeks prior to initiation will ensure their arrival in time for initiation. (Shingles will be ordered and shipped directly to the chapter. Please allow four to six weeks for delivery.)

Target Session Notes Report 5 - The Kappa Alpha Journal Submission This report calls for chapters to submit items for the Kappa Alpha Journal, the KA online blog, and KA official social media. Although the National Administrative Office will send out requests during the year, your chapter may submit information to the Director of Communications at any time. This report can be submitted by completing the submission of information on www.kappaalphaorder.org. Report 6 - ½ National Dues and Risk Management Assessment Fee This report helps to update your chapter member roster. The chapter will be charged ½ National Dues and Risk Management Fee for every new member that was initiated in the fall semester as well as any member whose member status was changed to active (returning from studying abroad or returning to school). The total charged is $67.50 for National Dues and $85.00 for the Risk Management Assessment Fee. The deadline for filing this report is February 15th. After the fees are posted to the chapter’s Vault account the chapter has until February 28th to make any roster corrections or dispute any charges. Report 7 - Associate Director for Chapter Services Chapter Report The Associate Director for Chapter Services will report on his visit to a chapter and give his analysis of the chapter and its programs. The chapter, the Alumnus Advisor, the Greek Advisor, and Province Commander will each receive a copy after the consultant finishes his visit to the chapter. Report 10 - Chapter Annual Report This report provides the National Office with the updated officer and committee information following chapter elections. It must be filed by December 5th or anytime throughout the year that there is a change in chapter officer information. FEES Province Council Registration Fees Province Council fees will be billed on December 1st of every year. The Fees are $60.00 per officer (I-IX). The chapter will be billed a total of $540.00 on December 1st, any additional chapter members that register for Province Council will be billed to the chapter at the time of registration. Province Council Registration Fees are subject to change on the basis of venue and meal costs. Convention Registration Fees Convention Registration Fees will be billed on February 15th of each year. The chapter will be charged Convention fees in two installments in an effort to spread the payments over two years instead of one year. Convention Registration Fees cover hotel rooms, Convention registration, and meals while at Convention for the chapter’s Voting Delegate and Alternate Voting Delegate. Convention Registration Fees will be billed annually in the amount of $875.00. Convention Registration Fees are subject to change on the basis of venue and meal costs. Crusade RoundTable Registration Fee All Crusade chapters will be billed $295.00 for the Crusade RoundTable on April 1st of each year. The chapter’s Crusade Commander is required to attend the Crusade RoundTable each summer (this coincides with ELA). The registration fee covers the Crusade Commanders lodging, meals, and t-shirt while attending the conference. The Crusade Commander’s travel fees will be covered by the Kappa Alpha Order National Administrative Office. *Fees are subject to change

Council Meeting 6 MAJOR AND MINOR OFFENSES & ACCOUNTABILITY Does KA have a judicial process?

What is KAâ&#x20AC;&#x2122;s judicial process? Does your chapter utilize KAâ&#x20AC;&#x2122;s judicial process? Does your chapter utilize another internal judicial process? If so, why? Why do you need to hold chapter members accountable for their actions?

Minor Offenses are informal and tried by the Number I. The maximum penalty for a minor offense is suspension of 3 months and fine of $100.

Judge: Number I Jury: Number I Prosecutor: Number VII or any designee of Number I

Major Offenses are formal and tried by the Active Chapter or the Executive Council with a minimum penalty of 3 months suspension. The maximum penalty of a major offense is expulsion.

Judge: Number I or Knight Commander Jury: Active Chapter or Executive Council Prosecutor: Number VII or designee of Number I, or any member of the Order that the Knight Commander designates Counsel for accused: any initiated member of his choosing

For the situations below, list if they are a minor offense, major offense, or both: 1.

Cussing in a chapter meeting.

Destruction of chapter property.

Abuse of authority of chapter office.

Drunk in a chapter meeting.

Conduct contrary to the best interest of the Order.

Willfully refusing to pay chapter dues.

7. Hazing. 8.

Criminal or ungentlemanly conduct.

Discussing the affairs of the Order (private) to nonmembers.

NOTES

Chapter Resources Recruitment Brochures

Bid Cards

$32

All available on www.KAonlinestore.com Letterhead, Envelopes, Note & Business Cards

New Member Packets

$45 *New Member Packets are available without the KA Bible and Devotional for $25.

Various Prices

Map and Council Rooms

10 11

Ten Years at Mulberry Hill THANK YOU

Thank you to the KAOEF for providing support needed to hold the Number Iâ&#x20AC;&#x2122;s Leadership Institute!

LEADERSHIP DEVELOPMENT

The KAOEF provides funding annually for educational programs including: NLI, Emerging Leaders Academy, enhanced Province Councils, and The Crusade.

SCHOLARSHIPS & INTERNSHIPS

The KAOEF provides scholarships annually to deserving members and funds the E. Fleming Mason Memorial Internship Program in Washington, D.C. ALL programs and benefits are funded through alumni donations, annually given, for the benefit of the Order. The KAOEF is a 501(c)3 charitable organization. Executive Director Larry Stanton Wiese leads day-to-day administration and is assisted by Chief Development Officer Ben W. Satcher, Jr., two Directors of Development, Andrew P. Carr and Nick S. Palmer, and Director of Annual Giving and Stewardship Aaron D. Masey. The KAOEF is governed by a Board of Trustees which is comprised of alumni who volunteer their time and see to it that gentlemen like YOU are given the best training in the fraternal world.

Learn more and donate today at www.KAOEF.org/donate! Future NLI dates: 2018 - January 4-7 2019 - January 3-6