Effectively and efficiently educating on the mission, vision, and policies of the Order
2020 Participant Manual
Dean of the Institute 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 up–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
Bio 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 Alliance Investigations, LLC, a security consulting and investigation firm in Texas.
Schedule
THURSDAY - JAN. 9 11:00am
Registration Opens, Lobby
11:00am
Composite Photos Open - Fraternal Composite, Lobby
12:00pm
Reception hosted by Graphic Cow, Dining Room
4:00pm
Facilitator Orientation (Facilitators Only), Kappa Alpha Room
5:00pm
Dinner, Dining Room
6:30pm
Welcome and Overview of the purpose of NLI, Hollifield Hall Tullis Beasley, Director of Leadership Education J. Michael Duncan, Former Knight Commander
7:00pm
How to Make Values-Based Decisions, Hollifield Hall David Barksdale, Councilor
7:45pm
Break
8:00pm
Leadership Lecture I, Hollifield Hall Dr. Chris Maggio, President of Northwestern State University
9:00pm
Team Meeting #1 - Introduction and Values
10:00pm
Undergraduate Meeting, Hollifield Hall
FRIDAY - JAN. 10 8:00am
Breakfast, Dining Room
9:00am
Roll Call, Hollifield Hall
9:15am
The Birkman Assessment Overview, Hollifield Hall Chris Woods, Partner of Plaid, LLC
10:00am
Team Meeting #2 - Risk Management and Chapter Issues
11:00am
Leadership Lecture II, Hollifield Hall Lt. Col. Chris Duncan, USAF
12:00pm
Lunch, Dining Room
1:30pm Target Sessions Financial Management, Risk Management, Recruitment, Parliamentary Procedure 6:00pm
Dinner, Dining Room
7:30pm
Applying the Risk Management Policy, Hollifield Hall Anthony Graziani, Assistant Executive Director for Chapter Services
8:30pm
Team Meeting #3 - Chapter Goal Setting and Report 7 Overview
9:30pm
The Birkman Assessment – How to Work With Your Officers, Hollifield Hall Chris Woods, Partner of Plaid, LLC
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Schedule SATURDAY - JAN. 11 8:00am
Breakfast, Dining Room
9:00am
Roll Call, Hollifield Hall
9:15am
Peer Leadership Panel, Hollifield Hall
10:15am
Undergraduate Conference, Hollifield Hall
11:00am The Independence Fund, Hollifield Hall Michael Esposito 12:00pm
Lunch, Dining Room
1:30pm Social Event Management, Hollifield Hall Travis Lacox, Founder of TNT Security Solutions, LLC Anthony Graziani 2:30pm
Crisis Management, Hollifield Hall Jesse S. Lyons, Assistant Executive Director for Advancement
2:45pm
Team Meeting #4 - Crisis Management Scenario
3:45pm Applying Our Values Today, Hollifield Hall Marlon Gibson, Director of Community Engagement 4:45pm
Break
5:00pm The Power of the Ritual, Hollifield Hall (initiated members only) Preston Pritchett 6:00pm
Dinner, Dining Room
7:30pm Academic Success & Strategies, Hollifield Hall Greg Singleton, Forester Province Commander and National Scholarship Officer 8:30pm
Break
8:45am
Knight Commander Address & Number I’s Oath of Office, Hollifield Hall C. Douglas Simmons III, Knight Commander
9:15pm
Team Meeting #5 - Individual Accountability
9:45pm
Mock Major Offense Trial, Hollifield Hall
GENERAL NOTES & INFO
SUNDAY - JAN. 12 7:30am
Breakfast, Dining Room
8:30am
Roll Call, Hollifield Hall
8:45am
Team Meeting #6 - Resources and Communication
9:30am
Worship Service, Hollifield Hall Dwain Knight, National Chaplain
10:00am
Departure, Hollifield Hall
• Your Council Group number, located on your name tag, corresponds with your meeting room number. (See pg. 45) • On Sunday morning, bring your luggage to Hollifield Hall and return key to the front desk.
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• 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 #NLI2020 on all social media & tag @kappaalphaorder as well!
@KappaAlphaOrder KappaAlphaOrder.org/LinkedIn
KA Internships The Kappa Alpha Order 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 Washington, D.C., Atlanta, Georgia, and Dallas, Texas. The Kappa Alpha Order Internship Program provides a once in a lifetime opportunity to any interested Kappa Alpha Order undergraduate. The internship, living and working in Washington, D.C., Atlanta, and Dallas, and interacting with other interns from across the country, provides an everlasting experience. Applications for 2021 Internships are due in November 15, 2020. “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)
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 Purpose A Moral Compass for the Modern Gentleman You come to college with your values intact; you’ve learned from family and friends what’s 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 you future. Then, with our history and your experience, your journey in life seems a little clearer.
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.
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Learning Outcomes At the conclusion of NLI Number Is will be able to… • • • • • • • •
explain Kappa Alpha Order’s Values and their purpose within the Order identify risky behavior associated with fraternity and sorority life evaluate their chapter’s financial operations and address areas of concern utilize the Order’s recruitment resources to create a recruitment plan for their chapter demonstrate how to properly run a chapter meeting recognize key components of the Order’s Ritual examine their chapter’s academic practices and address areas of concern apply minor and major offenses to increase member accountability within their chapters
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.
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Faculty & Presenters C. Douglas Simmons III (Beta Tau–Mississippi State ’95) was elected as Knight Commander at the 78th Convention (2019). He was first elected to the Executive Council in 2008. In 2015, Simmons was also elected as a Trustee of the Kappa Alpha Order Educational Foundation. He has also served as the Commander of Irwin Province, which is the state of Mississippi, from 2004–2008. He is a former staff member of the National Administrative Office where he worked as an Educational & Leadership Consultant from 1998–2000. Knight Commander Simmons resides in Tribbett, Mississippi, with his wife, Marcella, where he is the managing Partner in Simmons Planting Company. David P. Barksdale (Tau–Wake Forest ’83) was first elected to the Executive Council at the 74th Convention (2011) and was elected Senior Councilor at the 78th Convention (2019). Previously, he served as the Commander of Smith Province. As Tau Chapter’s Faculty Advisor, he helped them 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 most recently served as Chief Executive Officer of Carolina Premier Bank in Charlotte, NC, which was acquired by Select Bank in December 2017. David now is the Chief Executive Officer of Piedmont Federal Savings Bank. He and his wife, Jennifer, reside in Winston-Salem, North Carolina. Tullis D. Beasley (Delta Rho–Valdosta State ’09) graduated December, 2013, with a B.A. in Political Science and in 2019 with a M.S. in Sports Administration. From Valdosta, Georgia, Tullis served his chapter and his campus in numerous roles throughout college. Tullis previously worked as Interfraternity Council Undergraduate Assistant working with his Greek community for the 2013-2014 academic year. After serving as an associate director for chapter services from 2014 to 2016, Tullis was promoted to the Director of Leadership Education in June of 2016. Tullis is a member of Candler, Chiles, Hamilton, Hardeman, Mikell, Neal, and Smith Courts of Honor and is a member of the Crimson and Gold Society. Tullis and his wife Jamie have one daughter, Helen Scott. Dr. Chris Maggio (Gamma Psi–Northwestern State ’83) has been president of Northwestern State University in Natchitoches, Louisiana, since January of 2017 after serving as a member of the faculty and staff at NSU for 30 years. A 1985 summa cum laude graduate of Northwestern who was elected Mr. NSU by his fellow students, Dr. Maggio also earned a master’s degree from NSU and a doctorate from Grambling State University. Dr. Maggio is married to the former Jennifer Zeagler, also a Northwestern graduate. They have three children, Melanie, Scott and Emily. 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. Lt Col James C. Duncan (Gamma Chi–Texas Tech ’99) is the commander of Detachment 1 (Det 1), Nellis Air Force Base, Nevada. Lt Col Duncan is a 2003 graduate of Texas A&M University and USAF Officer Training School (OTS). Lt Col Duncan is a senior pilot with over 2400 hours overlapping the European, Middle Eastern, and Southwest Asian theaters, including 711 combat hours during OPERATIONS ENDURING FREEDOM, COPPER DUNE, and INHERENT RESOLVE. Lt Col Duncan’s major awards and decorations include; Meritorious Service Medal, Air Medal with four devices, Aerial Achievement Medal, and the Air Force Commendation Medal. Anthony M. Graziani (Zeta Pi–Florida Gulf Coast ’07) is the Assistant Executive Director for Chapter Services supervising the Director of Leadership Education, Director of Chapter Development, Associate Directors for Chapter Services/Development, and the Fraternity Services Assistant. Anthony joined the staff as an Associate Director for Chapter Services in 2011 and returned in 2014 to become the Director of Chapter Development. He has served as the Zeta Pi Alumnus Advisor and Number I, III, Crusade Commander, 2010 E. Fleming Mason Memorial Intern, and while an undergraduate, he was the IFC President and Student Body Vice President.
Faculty & Presenters Michael Esposito (Zeta Phi–High Point ’14) is a founding father of the KA chapter in High Point University. While serving as Number I, the chapter launched Operation K.A.R.E, an initiative to provide Track Chairs for for wounded veterans. Since 2016, the initiative has raised and donated more than $215,000. Michael lives in Charlotte, NC and works in Project Management for STRONG Manufacturers.
Travis Lacox (Gamma Tau–Sam Houston State ’00) holds a Bachelor of Science degree in Criminal Justice and a Master of Science degree in Leadership and Management. Joining the College Station Police Department in 2006, he has served as a patrol officer, detective, gang and narcotics investigator, and on the SWAT team. Currently, he serves as a supervisor of the special investigations unit. Travis and his wife, Tracy, own and operate TNT Security Solutions which staffs law enforcement officers in off-duty positions around the country. Travis has been presented with the Law Enforcement Achievement of Valor from the Texas Commission on Law Enforcement and the Congressional Badge of Bravery from the U.S. Congress. Jesse S. Lyons (Delta Alpha–Western Carolina ’98) is the Assistant Executive Director for Advancement and Editor of The Kappa Alpha Journal. He has served as an Educational and Leadership Consultant, a Chapter Development Consultant, Director of Chapter Development, and Director of Communications. In his current capacity, Jesse leads public relations activities, brand management, publication creation, and digital media for both internal and external audiences. Jesse is a past president of the Fraternity Communications Association. He is a former IX, III, VIII, and I and has a Bachelor of Science in Business Administration. Marlon Gibson is a seasoned higher education professional and is currently completing his doctoral experience at The University of Georgia. He holds a bachelor’s degree in English, Creative Writing and a Master’s Degree in Higher Education Administration from The University of Toledo. Marlon has worked extensively with members of Sororities and Fraternities across the country. Marlon is married to Dr. Sheree Williams Gibson and they have a son, Adam Patrick.
E. Preston Pritchett (Nu–Auburn ’10) is an 8th grade career & technical teacher in his hometown of Phenix City, Alabama. Preston previously served as an Associate Director for Chapter Services with the Order. While an active member, he served as the Number IX and the New Member Educator. A lifelong Tigers fan, Preston received both his undergraduate and graduate degrees from Auburn University, and was also a member of the AU Football Team. He is a Christian and also recently got married. 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. 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.
Facilitators 1
Preston Pritchett (Nu–Auburn ’10) 8th Grade Teacher and Coach, Phenix City, Alabama
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Robert Wall (Tau–Wake Forest ’95) Attorney & Member at Spilman Thomas & Battle, PLLC
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Blake Ball Mason McCauley Jake Warren Greg Singleton (Zeta Tau–Austin Peay State ’12) (Alpha Theta–Transylvania ’04) (Gamma Gamma–Memphis ’14) (Gamma Gamma–Memphis ’82) Director of Risk Management Assistant Vice President, Republic Associate Director for Associate Vice President for Student Bank and Trust Chapter Services Affairs and Dean of Students at Austin Peay State University
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Dwain Knight (Delta Kappa–Stephen F. Austin State ’04) National Chaplain
Dan Akin William Walker (Gamma Omicron–Lambuth ’60) (Beta Tau–Mississippi State ’07) KAOEF Trustee Business Operations Manager at Desoto Floor Coverings & Interiors
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Patrick Moore (Epsilon Eta–Virginia Tech ’84) Real Estate Lawyer
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Chris Woods (Epsilon Theta– Western Kentucky ’03) Partner of Plaid, LLC
Shannon DeVaney Sinclair Kouns (Gamma Chi–Texas Tech ’76) (Gamma Alpha–Louisiana Tech ’15) Health and Life Insurance Associate Director for Salesman Chapter Services
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Robert Fletcher (Delta Omega–Baylor ’77) Regional Manager, Rogers Benefit Group
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Sam Mynhier Ronny Snow Jonathan Duhon (Zeta Tau–Austin Peay State ’11) (Gamma Tau–Sam Houston State ’87) (Epsilon Kappa–Southeastern Assistant Director of Annual Giving Principal at Rusk High School Louisiana ’10) for Austin Peay State University in Rusk, Texas Construction & Realty at Brandon Craft
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Patrick Deleonibus (Alpha Rho–West Virginia ’09) Founder of The Waterfront Group at TTR Sotheby’s International Reality
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Stu Hollandsworth (Alpha Eta–Westminster ’16) Associate Director for Chapter Services
Jacob Seay (Zeta Omega–Coastal Carolina ’17) Associate Director for Chapter Development
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Damian Doolittle (Zeta Psi–Campbell ’17) Associate Director for Chapter Development
Travis Lacox (Gamma Tau–Sam Houston State ’87) Undercover Police Officer and Owner of TNT Security Solutions
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Evan Hanna Ari Ruiz Evan Stack (Zeta Chi–Kennesaw State ’15) (Epsilon Zeta–Arkansas Tech ’17) (Zeta Tau–Austin Peay State ’14) Associate Director for Associate Director for Director of Chapter Development Chapter Development Chapter Development
Team Meeting 1 Introduction and Values A Moral Compass for Modern Gentlemen You come to college with your values intact; you have learned from family and friends what’s 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 you future. Then, with our history and your experience, your journey in life seems a little clearer. REVERENCE, For God and women Our motto is “Dieu et Les Dames” 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, Chivalry and respect for all 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 that he encounters on his campus, in his family, in his community, and in his career. KNOWLEDGE, Continuous lifelong learning 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, Development of character 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, Faithful unto death We are bound to each other—for life. We befriend and assist our brothers, especially in times of need. Fratres Usque Ad Aram Fideles. EXCELLENCE, Always aiming higher 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 undertake, with a vision of making the world a better place. 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?
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 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.
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Risk Mgt. Policy The Risk Management Policy of Kappa Alpha Order shall apply to all entities and all levels of membership. All members are expected to follow all applicable federal, state, county, parish, and municipal laws and institution of higher education policies. It 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 a 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 or 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 brothers - 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 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.”
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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. 6. Permanent or make-shift pools are not permitted at any chapter house, lodge or facility. 7. Make-shift or temporary builds or structures are prohibited, provided, however, that they may be approved if the procedures are followed in the Special Events section, Part 3. 8. In the event of an emergency, the first action a member or members should take is to call 911 and contact the appropriate first responders.
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 Adviser, 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. 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. 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.
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Team Meeting 2 Risk Management and Chapter Issues List your chapter’s top 3 areas of risk.
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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 What is the climate like on your campus in regards to Fraternities? How do non-greek students on your campus view fraternities? Your chapter? What is your chapter/greek community doing to fuel outsiders opinions? Are their opinions off base or validated by your chapter’s/greek communities’ actions? How does the negative news regarding fraternities (hazing, deaths, alcohol and drug abuse, sexual misconduct, etc.) affect your chapter? How can you and your chapter work to combat the negative connotation of fraternities?
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Financial Management 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 10th to make any roster corrections or dispute any charges. Fees per active brother are: $355.00* per active per year ($150.00* for National Dues and $205.00* for Risk Management Assessment Fee per year). Fall new members do not pay National Dues or Risk Management Assessment Fee the first semester. THE FIRST FALL SEMESTER BILLING CYCLE IS DUE BY AUGUST 31ST. THE FULL $355 MUST BE ITEMIZED IN THE FIRST BILLING CYCLE FOR THE SEMESTER AND PRIORITIZED FIRST. Report 2 - Induction Report This report records the information for your new members and is filed by adding new members to the chapter’s active roster on Vault. Once the new members are added, they will each receive an email from OmegaFi to complete their membership profile. The addition of new members 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. Induction fees are $125 per New Member. The induction fees do not include the fees for the New Member Packets. The packets must be ordered separately from www.KAonlinestore.com and include The Varlet, badge of member awaiting initiation, To Manners Born To Manners Bred, and The Talisman for $26.00 or the items listed plus a KA Bible and KA Devotional Guide for $46.00. 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. Each new member must fully complete Phase I of the Crusade before Report 4 can be completed. The initiation fee is $300.00 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.)
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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 - Spring 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 $75.00 for National Dues and $102.50 for the Risk Management Assessment Fee. The deadline for filing this report is January 26th. After the fees are posted to the chapter’s Vault account the chapter has until February 10th to make any roster corrections or dispute any charges. The first spring semester billing cycle is due by January 31st. The full $177.50 must be itemized in the first billing cycle for the semester and prioritized first. 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. *Fees are subject to change
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Team Meeting 3 Chapter Goal Setting and Report 7 Overview How would you rate your chapter’s performance in the following areas for 2019? (1 being worst and 5 being best) Worst Best Scholarship 1 2 3 4 5 New member education 1 2 3 4 5 Recruitment 1 2 3 4 5 Alumni engagement 1 2 3 4 5 Chapter finance 1 2 3 4 5 Member education 1 2 3 4 5 Member accountability 1 2 3 4 5 Risk management 1 2 3 4 5 Ritual 1 2 3 4 5 Campus/community involvement 1 2 3 4 5 Communication 1 2 3 4 5 Philanthropy 1 2 3 4 5 Community service 1 2 3 4 5 Brotherhood 1 2 3 4 5 Living our Values 1 2 3 4 5 Chapter member participation 1 2 3 4 5
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What do you want your chapter to look like a year from now?
What are the top 5 areas of chapter operations do you think are the most important to having a successful chapter?
Why?
What are the 3 areas that you feel your chapter needs to improve on the most this year?
What are your top 3 goals for your term as Number I?
How do you plan to achieve these goals?
Who will help you achieve these goals?
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Team Meeting 4 Crisis Management Scenario
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General Session Notes COLLEGE, CAREERS, AND LEADERSHIP: OUR PATH TO ACADEMIC SUCCESS
Greg Singleton, Associate 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
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General Session Notes 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.
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Team Meeting 5 Individual Accountability - How to use bystander intervention and KA’s Governing Documents to hold members accountable Does KA have a judicial process?
What is KA’s judicial process? Does your chapter utilize KA’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 any 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.
2.
Destruction of chapter property.
3.
Abuse of authority of chapter office.
4.
Drunk in a chapter meeting.
5.
Conduct contrary to the best interest of the Order.
6.
Willfully refusing to pay chapter dues.
7. Hazing. 8.
Criminal or ungentlemanly conduct.
9.
Discussing the affairs of the Order (private) to nonmembers.
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Team Meeting 6 Resources and Communication 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. 1. 2. 3. 4. 5.
List individuals or groups that you need to communicate with on a weekly basis: 1. 2. 3. 4. 5.
List individuals or groups that you need to interact with on a monthly basis: 1. 2. 3.
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? 1. 2. 3. 4.
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Below, list who would need to be notified/contacted for each situation and why. 1. A chapter member breaks his bedroom window out in the chapter house. 2.
Your philanthropy committee is planning a 5k for MDA.
3.
IFC officer elections are coming up in a month.
4.
Your chapter needs to hold a major offense trial and does not know how to do so.
5. Your Number III needs to update the chapter’s roster on OmegaFi and no one knows how to do that correctly. 6. 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. 7.
Your chapter want to host a greek wide speaker on hazing prevention.
8.
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 1 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.
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Notes
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 more than $95,000 in scholarships to various applicants. Applications for 2020-2021 Scholarships are due February 2nd, 2020.
www.KAOEF.org/Scholarship
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Top KA Chapters Recruit with ChapterBuilder “We tried ChapterBuilder this past year and found it to be a huge asset to our chapter. It compiled a names list for me very easily and everyone had access to it all year to encourage 365 recruitment. I highly suggest that every chapter utilizes this as a tool for recruiting.” Ethan Chanlder, Former Number I of Epsilon Omega Chapter at Arizona State University
ChapterBuilder is a customer relationship management (CRM) platform that improves chapter’s ability to continually manage communication with potential new members throughout the year, replacing the need for outdated spreadsheets.
Contact your Associate Director at KappaAlphaOrder.org/my-ADCS or Evan Stack at estack@ka-order.org for more details.
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Notes
42 www.Talkspace.com/KA
2020 Province Council Dates and Locations Neal Province February 1, 2020 Tempe, Arizona
Crawford, Dunwody, Feller, Graves, Hardeman & Irwin Provinces February 21-22, 2020 Atlanta, Georgia
Ammen, Hamilton, Smith & Wood Provinces February 7-8, 2020 Roanoke, Virginia
Locke, Mikell, Walsh & White Provinces February 28-29, 2020 Dallas, Texas
Candler, Chiles, Forester & Frampton Provinces February 14-15, 2020 Carbondale, Illinois
www.KappaAlphaOrder.org/Province-Council
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
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Chapter Resources Recruitment Brochures
Bid Cards
$66
$33
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 $26.
Various Prices
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Map and Team Rooms
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10 11
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THANK YOU
Thank you to the KAOEF for providing support needed to hold the Number I’s Leadership Institute!
LEADERSHIP DEVELOPMENT
The KAOEF provides funding annually for educational programs including: NLI, Emerging Leaders Academy, Province Councils, and The Crusade.
SCHOLARSHIPS & INTERNSHIPS
The KAOEF provides scholarships annually to deserving members and funds the Kappa Alpha Order Internship Program in Washington, D.C., Atlanta, Georgia, and Dallas/Fort Worth, Texas. 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 Tanner L. Gellinger, 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: 2021 - January 7–10 2022 - January 6–9