2013-2014 AFA Annual Report

Page 1


PO Box 1369 | Fort Collins, CO 80522 www.afa1976.org (970) 797-4360

2

About AFA

4

Association Leadership

5

Membership Overview

6

Experiences

7

Resources

12

Member Engagement

16

Finances

17

AFA Foundation

22


We continued to build relationships and partnerships with our fellow higher education associations through our active involvement in the Council for the Management of Higher Education Associations (CHEMA) and the Student Affairs Higher Education Council (SAHEC). AFA has established positive working relationships with many sister associations and we are continually looking for meaningful collaborations that ultimately enhance our members’ experiences in their daily work.

President Thad M. Doyle

The Association continues to advocate for you, our members, in all that we do as we expand our reach and extend our voice to issues that impact us. We were honored to have our Executive Director represent us with a seat at the table at the White House last spring when the National Secretary of Education, Arne Duncan called a meeting of fraternal representatives to discuss issues surrounding Title IX and other topics of sexual violence on campus. Within the Association, membership has continued to show a steady incline and we once again broke records with the largest attendance at the Annual Meeting in Orlando, FL in December 2013. The redesigned Annual Meeting schedule and intentional enhancement of the educational programming formats and content were all well received.

Executive Director Mark Koepsell, CAE

Throughout this annual report you get a wonderful snapshot into a variety of functional areas that comprise the Association. From membership demographics, social media presence and statistics, volunteer highlight, the sound financial standings of the Association and the AFA Foundation, plus much more, this annual report is full of insightful data that helps to tell the story of AFA during the last year. We hope that you will take a moment to read and discover all that is found within as we encourage you to be an engaged and informed member of the Association. We also experienced our second year as co-owner of Synergos, an Association Management Company, with the Association of Fraternal Leadership & Values (AFLV). During this year, the company continued to grow with several clients as well as the hiring of additional staff. The projected future continues to look bright as we increase our expertise in many vital operational areas that in return have countless benefits to you our members. Overall, 2013-14 was a very successful year for the Association of Fraternity/ Sorority Advisors. As we work daily towards our mission of “AFA enhances its members’ abilities to foster impactful fraternity/sorority experiences.” We thank you for your continued involvement, investment and support of AFA.

Thad M. Doyle Mark P. Koepsell, CAE 2014 AFA President Executive Director/CEO

3

welcome

On behalf of the Board of Directors, the Central Office Staff and our numerous volunteers, we would like to thank you for contributing to the overall success of the Association of Fraternity/Sorority Advisors during 2013-14. Throughout the past year, AFA has continued to strive towards our vision of being the catalytic force in aligning the fraternity/sorority experience with the changing dynamics and enduring principles of higher education.


about AFA

Mission AFA enhances its members’ abilities to foster impactful fraternity/sorority experiences.

Vision AFA is the catalytic force in aligning the fraternity/sorority experience with the changing dynamics and enduring principles of higher education.

Core Competencies for Excellence in the Profession AFA is comprised of professionals and volunteers who work on college campuses, work at a fraternity/sorority inter/national headquarters, work for businesses that support fraternity/sorority members, and/or volunteer locally or nationally for their fraternity/sorority or for organizations that support fraternities and sororities. Two of the Association’s primary purposes are professional development and support for members and advocacy for the fraternity/sorority advising profession; the Core Competencies are designed to further those goals. The cultivation and consistent demonstration of these competencies are keys to success among professionals and volunteers who work with fraternities and sororities. AFA members are encouraged to strive to continually strengthen their skills and gain more experience in these areas. In working with fraternities and sororities, the understanding and demonstration of these competencies will allow advisors to provide undergraduate members with positive fraternity/sorority experiences.

Educator A fraternity/sorority advisor applies student development and/or organizational development theory to his/her practice in challenging and supporting organizations and individual members.

Values Aligner

A fraternity/sorority advisor sets and clearly communicates high expectations for chapters as values-based organizations hosted at an institution of higher education and holds members/organizations accountable for their actions.

Collaborator

A fraternity/sorority advisor collaborates with and often serves as a liaison among potential and initiated members, chapter officers, campus administrators, alumni/ae, volunteer advisors, house corporations, inter/national organization staff members, and/or inter/ national officers.

Advisor

A fraternity/sorority advisor guides and facilitates the work of fraternity/sorority chapters and/or governing councils and their respective officers.

Administrator

A fraternity/sorority advisor maintains accurate and comprehensive records on membership statistics, scholarship achievement, and disciplinary matters.

Researcher

A fraternity/sorority advisor uses research to guide practice. They assess the needs of groups, engage constituents in strategic planning to set goals for ongoing development and to provide programs and resources, and assess the impact of those initiatives.

Innovator

A fraternity/sorority advisor implements new programs that benefit members.

Leader

4

A fraternity/sorority advisor is an involved, engaged member of a campus community and/or the interfraternal movement and participates in opportunities for continued professional development through the Association and other organizations.


2014 Board President Thad M. Doyle The University of Akron

Board Members Stephannie Bailey Alpha Gamma Delta Jason Bergeron University of Houston

Veronica Hunter Temple University

Kara Miller Cornell University

Gentry McCreary, Ph.D. University of West Florida

Jeremiah Shinn, Ph.D. Boise State University

VP for Membership Jason Bergeron University Houston

2013 Board President Jeremiah Shinn, Ph.D. Boise State University

President Elect Thad M. Doyle The University of Akron

VP for Resource Development Jennifer Leung The College William & Mary

Past President Shelly Brown Dobek North Carolina State University

Executive Vice President Veronica Hunter Lehigh University

VP President for Administration & Finance Justin Kirk Delta Upsilon Fraternity

Chair, Amy Vojta Rutgers University

Libby Anderson Zeta Beta Tau Fraternity

Tom Murphy Phi Mu Delta Fraternity

Vice Chair, Jackie Isaacson Phi Mu Fraternity

Donald Beeson Delta Phi, Sigma Phi, Delta Psi, and Chi Psi

John Mountz J. Mountz Consulting

Secretary, Beth Conder Butler University

Michelle Castro Florida International University

Kate Planow Alpha Epsilon Phi Sorority

Treasurer, Geof Brown National Association of Personal Financial Advisors

John Christopher Manley Burke

Lisa Fedler-Swiontek Sigma Kappa Foundation

Foundation Board

CAO, Jenny Maeda AFA Foundation

Ex-Officio Members: AFA President, Thad M. Doyle University of Akron AFA Executive Director, Mark Koepsell Association of Fraternity/Sorority Advisors

Cassie Gerhardt University of North Dakota

Central Office Staff Executive Director Mark Koepsell, CAE mark@afa1976.org

Executive Assistant Vicki Dean vicki@afa1976.org

Director of Member Engagement Kyle Jordan kyle@afa1976.org

Accounting Manager Jenny Maeda jenny@afa1976.org

Director of Fraternal Fundraising & Development Aimee Ash, CAE aimee@afa1976.org (joined July 2014)

Assistant Director of Education & Curriculum Design Renee Piquette Dowdy renee@afa1976.org

Director of Education & Curriculum Design Ryan O’Rourke ryan@afa1976.org

Coordinator of Volunteer & Member Engagement Branden Stewart branden@afa1976.org

Coordinator of Marketing & Communication Monica Ceja (through April, 2014)

Director of Marketing & Communication Lea Hanson, Ph.D. lea@afa1976.org

“I value my service to the AFAF Board because if gives me the opportunity to reinvest in the fraternal movement and professionals that shape an experience that has been life changing not only for me but many, many others.” Libby Anderson AFA Foundation Board member

5

association leadership

Executive Board


membership overview

2014 Membership Overview Classification

Region 1

Region 2

Affiliate

63

60

Emeritus

6

2

Region 3

Region 4

Region 5

Unclassified

Total

65

23

44

0

255

12

3

3

0

26

Graduate

39

69

54

48

29

2

241

Professional

196

285

281

179

88

4

1033

Vendor

7

8

7

11

10

0

43

Total

311

424

419

264

174

6

1598

Three-Year Comparisons By Member Classification

1100 1000

Classification

2012

2013

2014

Affiliate

193

292

255

24

27

26

Emeritus Graduate

219

259

241

Professional

914

963

1033

Vendor

96

46

43

Total

1446

1587 1598

By Region

800 700 600

2012

500

2013

400

2014

300 200 100 0 Affiliate

Emeritus

Graduate

Professional

Vendor

450 400

Region

2012

2013 2014

Region 1

260

292

311

Region 2

408

441

424

250

2012

419

200

2013

150

2014

Region 3

6

900

370

412

350 300

Region 4

264

265

264

Region 5

145

171

174

50

1447

1581

1592

0

Total

100

Region 1

Region 2

Region 3

Region 4

Region 5


The AFA Annual Meeting provides enriching and impactful educational experiences for all attendees on relevant topics, trends, and issues. Attendees will discuss and reflect upon the changing dynamics and enduring principles that impact the fraternity/sorority experience. Additionally, participants will have the opportunity to engage in Association business, network with colleagues, visit vendor members in the exhibit hall, bid on items in the AFA Foundation Silent Auction, and recognize the achievements of fellow members. # of Member Year Location Attendees

Annual Meeting Attendees Three-Year Comparison

2013

Orlando, FL

1243

2012

Indianapolis, IN

1187

1240

2011

St. Louis, MO

1125

1220

1260

1200 1180 1160 1140 1120 1100 1080 1060 2011

Non-Members Region 1 Conference Reg. Fee FEA Member Affiliate

Region 2

Region 3

Region 4

Region 5

2012

2013

Unidentified* Total

1

1

2

34

38

1

2

18

77

98

1

2

2

3

11

2

2

1

5

9

1

3

4

Single-Day (Friday)

4

4

Single-Day (Saturday)

7

8

6

7

Graduate

2

1

Professional

1

2

Single-Day (Thursday)

1

Fireside Chats Only

1

Members Region 1 Conference Reg. Fee FEA Member

Region 3

21

10

1

13

2

16

34

23

36

9

21

123

28

46

37

34

14

159

190

115

46

10

Affiliate Graduate

Region 2

Professional Single-Day (Thursday)

123

190

1

Single-Day (Friday) Single-Day (Saturday)

1

Fireside Chats Only Additional Exhibitor Reg. Fee Total

3 205

Region 4 11

Region 5

Unidentified* Total

9

1

1

62

665

1

2

4

1

3

1

5

3

1

3

1

9

1

2

1

4

4

4

3

15

311

307

179

*Includes members who did not identify a region upon registration.

1 98

143

1243

7

experiences

Annual Meeting


experiences

2013 Award Recipients These awards were presented at the AFA Annual Meeting in Orlando, Florida on Saturday, December 7, 2013.

Individual Award Recipients Jack L. Anson Award Rick Barnes President & Owner, Rick Barnes Presents

Sue Kraft Fussell Distinguished Service Awards Andrea Fuller Cooper Speaker, Educator, Kristin’s Story

Robert A. Shaffer Award Dr. Tisa Mason Vice President for Student Affairs, Fort Hays State University

Kelly Jo Karnes Director for Student Involvement, Illinois University Edwardsville

Kent L. Gardner Award Kent L. Gardner Executive Director Emeritus, Order of Omega

Lisa Fedler Swiontek Executive Director, Sigma Kappa Foundation Gayle Webb New Professional Award Christina Wellhouser

Publications Awards

Programming Excellence Awards

Oracle Award Tim Reuter, Elgan Baker, Michael Hernandez, Dan Bureau

Excellence in Educational Programming, Campus Worcester Polytechnic Institute

Perspectives Award Leslie Fasone

Excellence in Educational Programming, Organization Sigma Gamma Rho Sorority, Inc.

Essentials Award Stevie V. Tran & Nathan Arrowsmith

Excellence in Educational Programming, Vendor The Leadership Institute - Women with Purpose

Outstanding Initiative Awards

AFA/CoHEASAP Outstanding Alcohol/Drug Prevention Program Zeta Tau Alpha Fraternity

Outstanding Change Initiative Quinnipiac University Outstanding Diversity Initiative The Ohio State University

Shelley Sutherland Outstanding Volunteer Awards Emilee Danielson Burke Shippensburg University Christine Loy Sigma Kappa Sorority Noah Borton Delta Upsilon Fraternity Viancca Williams University of South Florida

8


The Annual Meeting provides the Foundation with three opportunities to raise funds to support the Association: the sale of “Because You Believe” Stickers, donations in honor of award recipients, and the largest earner, the Silent Auction. Funds raised through these three tactics are used to fund Association education, grants, and scholarships that directly benefit members.

Money Raised

“Because You $ Raised in Year Location Believe” Stickers Silent Auction 2013

Orlando, FL

$3,325

$17,095

2012

Indianapolis, IN

$4,527

$15,077

2011

St. Louis, MO

$3,700

$14,740

9

experiences

Annual Meeting Silent Auction


experiences

Advance U Advance U is a virtual based classroom with educational programs specifically designed to enhance the alignment of the fraternity/sorority experience with the changing dynamics of higher education. Advance U programs provide AFA members the opportunity to engage on a wide range of topics with content experts who develop curriculum with a specific set of learning outcomes geared at achieving higher levels of professional competence in our members. Due to the generous support of Zeta Tau Alpha, Advance U is free to all members of the Association. Date Session

# of Attendees

8/23/13 Hazing Prevention in Practice 26 9/19/13 Exploring Latino Identity Through a Fraternal Lens 46 10/8/13 Digital Identity, Social Media, and Leadership 69 12/12/13

Priority 1: Define the Priority (and stick to it)

47

1/30/14

Inspiring Interactions: Creating Confidence in Others Through Your Own Leadership

64

2/25/14

Drinking Before the Party: An Examination of Pregaming Behavior Among College Students*

182*

4/3/14

Past, Present, and Future: What Have we Learned About the Fraternity/Sorority Experience?

103

4/23/14

2013 Amendments to the Jeanne Clery Act: What You Need to Know

71

5/15/14

Reframing the Conversation: From Problems to Prevention

62

*This was the highest attended session in the history of the Advance U program.

The Professionals’ Institute The Professionals’ Institute began as an effort to provide an authentic and valuable learning and development opportunity to professionals who accompany student leaders to undergraduate fraternity/sorority leadership conferences. In 2013, AFA began offering the AFA Professionals Institute at student regional leadership conferences including AFLV’s Central Fraternal Leadership/National Black Greek Leadership Conference, the Northeast Greek Leadership Conference, AFLV’s West Fraternal Leadership/National Cultural Greek Leadership Conference, and the Southeastern Interfraternity Conference’s Leadership Academy. This program is sponsored by gifts to the AFA Foundation. In 2014, the Association broadened its reach by offering the Professionals’ Institute at ACPA and NASPA annual conferences in addition to student undergraduate regional leadership conferences and experienced great success. Event Date Presenter AFLV’s Central Fraternal Leadership/National Black Greek Leadership Conference

February 6-9

Ryan O’Rourke

Northeast Greek Leadership Conference

February 27 - March 2

Ben Pendry

Southeastern Interfraternity Conference’s Leadership Academy

February 20-23

Dr. Allen Groves

NASPA* March 15 - 20 Renee Piquette Dowdy ACPA* March 30 - April 2 Dr. Dan Bureau AFLV’s West Fraternal Leadership/National Cultural Greek Leadership Conference *This was the first time the Professionals’ Institute has been offered at peers’ professional conferences.

10

April 10-13

Brent Turner


The Association of Fraternity/Sorority Advisors exists as a volunteer driven organization, and its success relies upon the effectiveness of its volunteers. The Association, through its Volunteer Management Plan, incorporates a holistic approach to the volunteer experience. The recruitment, training, evaluation, and recognition of Association volunteers is essential, and it is AFA’s belief that all aspects must work in conjunction with the others to be most effective. Committee Chair/Editor # of Members Awards & Recognition Committee

Jennifer Leung

12

Annual Meeting Educational Programs Committee

Ryan O’Rourke

12

Annual Meeting Graduate Student Programs Committee

Andrew Hohn

5

Annual Meeting Events Committee

Katelin Getz

7

AM Fireside Chats Assistant

Wes McCormack

n/a

Essentials Online Newsletter Editorial Board

Liz Osborne

9

Perspectives Quarterly Magazine Editorial Board

Heather Matthews Kirk

9

Oracle Online Research Journal Editorial Board

Georginanna Martin, Ph.D.

24

Nominations & Elections Committee

Dan Bureau, Ph.D.

10

Partner Organization Member Liaison Council for the Advancement of Standards in Higher Education (CAS)

Dan Bureau, Ph.D.

The Coalition of Higher Education Associations for Substance Abuse Prevention (CoHEASAP)

Jenna Basler

Government Relations Chair Hagi Bradley Coalition Assessment Representative Kyle Pendleton Coalition Assessment Representative Carolyn Whittier, Ph.D.

Regional Teams Region 1 Cynthia Rose, RD AnneMarie Cucci Matthew Gilsbach Kathryn Owsianiecki Jazmyn Pulley Susan Zarnowski

Region 2 Viancca Williams, RD Caitlin Dobson Michael Keane Chris Lucas Cameron Smith

Region 3 Kari Murphy, RD Billy Bernard Danny Catalano Alex Snowden Josh Orendi Rochelle Toth

Region 4 Daniel Hernandez, RD Stephen Backer Billy Boulden Cassandra Joseph Kaitlin Logan Dustin Wolfe Margaret Zimmer

Region 5 Christina Wellhouser, RD Julie Bryant Cherie Michaud Lauren Misiewicz Thomas Whitcher

RD = Regional Director Regional Directors hold an important leadership position within the Association. Their role is to promote the mission and programmatic benefits of the Association within their respective regions, to supervise the activities and programs of regionally-based committees and/or workgroups, and to promote the Association to potential new members.

“I choose to serve the Association because I believe it is important to have a tangible opportunity to support the growth and development of other professionals in the field. Through the Regional Director role I try to provide opportunities for individuals to connect and develop relationships within our region.” Christina Wellhouser Region 5 Director

11

experiences

Service & Leadership


resources

Publications Oracle: The Research Journal of AFA Oracle: The Research Journal of the Association of Fraternity/Sorority Advisors is a peerreviewed electronic journal dedicated to the study of fraternities and sororities. Oracle advances the study of college fraternities and sororities through a peer-reviewed academic journal promoting scholarly discourse among partners invested in the college fraternal movement. Oracle serves as the premier forum for academic discourse and scholarly inquiry regarding the college fraternity and sorority movement. In 2014, Oracle had a new editor who led the publication of one issue in the spring. It featured four articles: First to go to College and First to “Go Greek.” Engagement in Academically Oriented Activities by Senior Year First Generation Students who are Fraternity/Sorority Members. Authors: Chad Ahren, Dan Bureau, Helen Grace Ryan, & Vasti Torres Does Gender Matter in Black Greek-Lettered Organizations? Author: Donald Mitchell, Jr. Modeling a Values-Based-Congruence Framework to Predict Organization Constructs in Fraternities and Sororities Authors: Joshua Schutts & Kyna Shelley White Clauses in Two Historically White Fraternities: Documenting the Past and Exploring Future Implications Author: Ryan Barone

Perspectives: AFA’s Quarterly Magazine Perspectives provides a forum for research, innovative ideas, and information related to the advisement of fraternal organizations. It promotes the exchange of ideas and best practices, and promotes a deeper understanding of fraternity and sorority advising to further the North American fraternal movement. The 2013-2014 year marked a year of moving from great transition into a comfort zone for Perspectives magazine. Under the leadership of editor Heather Matthews Kirk, the magazine produced four high quality issues featuring articles that were relevant, provocative, thought-provoking, and highly discussed among members. Members have had an overwhelmingly positive response to the new direction, look, and content of the magazine.

FCA Awards

Perspectives was recognized in May by the Fraternity Communications Association (FCA) with a second place award in the category, Design - Single Page. Summer 2013

A Publication for Members of the Association of Fraternity/Sorority Advisors AFA1976.org | @AFA1976

6 24

From Spare Change to Social Change How can our organizations use our privilege to represent disability progressively?

Community Service that Matters

Service can give our students the opportunity for moral development. Let’s implement projects that matter.

Make Service More Meaningful Than This Promoting social change through real service

12


Essentials: Monthly E-Newsletter Essentials is a monthly educational e-newsletter provided to AFA members to learn about a variety of topics. The Essentials Editorial Board plays an important role in the Association’s Strategic Plan and ongoing efforts to provide excellent resources and services to members. Month # Recipients

Received # %

#

Opens %

Clicks Total # # Unique

CTOR**

Opt Outs

Shares

July 2013

1430

1426

99.72%

789

55.33%

901

274

34.73%

1

3

August 2013

1464

1456

99.45%

713

48.97%

357

163

22.86%

0

3

994*

978

98.39%

551

56.34%

279

140

25.41%

0

2

September 2013 October 2013

1107

1103

99.64%

628

40.45%

613

254

41.10%

0

2

November 2013

1323

1320

99.77%

727

55.08%

256

131

18.02%

1

2

December 2013

1319

1278

96.89%

713

55.79%

246

166

23.28%

0

0

February 2014

1386

1379

99.49%

746

54.10%

879

267

35.79%

0

0

March 2014

1380

1371

99.35%

738

53.83%

395

173

23.44%

0

1

April 2014

1370

1366

99.71%

686

50.22%

308

118

17.20%

1

0

May 2014

1387

1384

99.78%

688

49.71%

445

198

28.78%

0

1

June 2014

1381

1377

99.71%

701

50.91%

283

132

18.83%

0

1

Average

1322

1313

99.00%

697

47.07%

451

183

26.28%

0

1

2013 Average

1532

1515

99.00%

670

47.07%

391

196

7

N/A

N/A

*In July and August, we mail Essentials to all of last year’s members (even if their membership has lapsed) in addition to any new members who have joined or renewed. In September, we begin to mail only those who have renewed for the upcoming year. **CTOR = Click to Open Ratio. This measures the relevancy and context of an email by taking the number of unique clicks divided by the number of opens. In short: Of the subscribers who opened the email, how many clicked? The CTOR was not measured or reported in 2013 and is appearing in the Annual Report for the first time this year.

July 2013 August 2013 Spetember 2013 October 2013

# Recipients

November 2013

# Received

December 2013 February 2014

# Opens

March 2014

# Clicks

April 2014

# Unique Clicks

May 2014 June 2014 0%

20%

Impressive Email Metrics

40%

60%

80%

100%

According to Informz’s 2014 Association Email Marketing Benchmark Report, “The average email metrics for associations include a 98.15% delivery rate, 32.36% open rate, 21.08% click rate, and a .051% unsubscribe rate.”

13

resources

E-Communications


resources

E-Communications Association Update: Monthly Announcements & Updates for all Members The Association Update is a monthly e-newsletter provided to AFA members to provide announcements, updates, and reminders about Association business and events. It is compiled and distributed by central office staff. Month # Recipients

Received # %

#

Opens %

Clicks Total # # Unique

CTOR**

Opt Outs

Shares

July 2013

1468

1454

99.05%

969

66.01%

614

263

27.14%

22

6

August 2013

1468

1457

99.25%

757

51.96%

835

315

41.61%

1

1

September 2013

1459

1451

99.45%

656

45.21%

609

262

39.94%

0

0

987

985

99.80%

537

54.52%

389

204

37.99%

0

0

November 2013

1327

1317

99.25%

739

56.11%

650

280

37.89%

0

1

December 2013

1321

1317

99.70%

780

59.23%

644

280

35.90%

0

1

January 2014

1393

1315

94.40%

706

54.10%

879

267

37.82%

0

0

October 2013

February 2014

1387

1375

99.13%

760

55.27%

461

225

29.61%

1

0

March 2014

1382

1366

98.84%

701

51.32%

485

235

33.52%

0

0

April 2014

1380

1371

99.35%

708

51.64%

617

281

39.69%

2

0

May 2014

1389

1389

100.00%

703

50.61%

699

256

36.42%

2

0

June 2014

1382

1380

99.86%

700

50.72%

656

290

41.43%

0

0

Average

1362

1348

99.01%

726

53.37%

628

263

36.23%

2

1

2013 Average

1488

1477

99.35%

693

49.18%

471

269

2

N/A

N/A

**CTOR = Click to Open Ratio. This measures the relevancy and context of an email by taking the number of unique clicks divided by the number of opens. In short: Of the subscribers who opened the email, how many clicked? The CTOR was not measured or reported in 2013 and is appearing in the Annual Report for the first time this year.

July 2013 August 2013 Spetember 2013 October 2013 November 2013

# Recipients

December 2013

# Received

January 2014 February 2014

# Opens

March 2014

# Clicks

April 2014

# Unique Clicks

May 2014 June 2014 0%

14

20%

40%

60%

80%

100%


The AFA Volunteer Update is a monthly e-newsletter provided to AFA volunteers and leaders to provide announcements, updates, and reminders about Association business and events as they relate to volunteers. It is compiled and distributed by central office staff. Month # Recipients

Received # %

#

Opens %

Clicks Total # # Unique

CTOR**

Opt Outs

Shares

July 2013

131

131

100.00%

99

75.57%

45

32

32.32%

0

0

August 2013

130

123

94.62%

80

61.54%

57

30

37.50%

0

1

September 2013

121

125

103.31%*

86

71.07%

17

13

15.12%

0

0

October 2013

122

122

100.00%

93

76.23%

47

37

39.78%

0

0

November 2013

124

122

98.39%

77

62.10%

15

9

11.69%

0

0

January 2014

118

117

99.15%

76

64.41%

6

5

6.58%

0 0

February 2014

130

130

100.00%

92

70.77%

26

21

22.83%

0

0

March 2014

115

114

99.13%

74

64.35%

13

6

8.11%

0

0

April 2014

115

114

99.13%

70

60.87%

14

10

14.29%

0

0

May 2014

115

114

99.13%

73

63.48%

76

15

20.55%

0

1

June 2014

115

113

99.26%

73

63.48%

18

14

19.18%

0

0

Average

121

1451

99.19%

81

66.71%

30

14

20.72%

0 0

2013 Average

182

181

99.33%

109

60.73%

51

23

N/A

0

N/A

*The number of emails received is higher than the number sent. According to a technical representative at EMMA (our email vendor) there was a bug in the EMMA system at this time that was counting email opens from emails forwarded in addition to those actually on our mailing list. **CTOR = Click to Open Ratio. This measures the relevancy and context of an email by taking the number of unique clicks divided by the number of opens. In short: Of the subscribers who opened the email, how many clicked? The CTOR was not measured or reported in 2013 and is appearing in the Annual Report for the first time this year.

July 2013 August 2013 Spetember 2013 October 2013

# Recipients

November 2013 January 2014

# Received

February 2014

# Opens

March 2014

# Clicks

April 2014

# Unique Clicks

May 2014 June 2014 0%

20%

40%

60%

80%

100%

15

resources

AFA Volunteer Update: Monthly Announcements & Updates for Volunteers & Leaders


member engagement

Facebook

2014 | 2013 www.facebook.com/AFA1976 Total Likes: 2400 | 2,044 Likes Since July 1: 356 | 466 Avg. New Likes/Week: 6.8 | 9 Growth Percentage: 14.8% | 21% Avg. Impressions/Post: 1,114 | 1,439 Avg. People Engaged/Week: 229 | 48 Avg. Likes/Post: 18 | NA

Total Reach/Week High: 48,241 week of 12/11/13 25,214 week of 12/5/12

Total Reach/Week Low: 684 week of 1/2/13 530 week of 1/2/13

Avg. Weekly Reach: 5058 | 3,642 Shares Since July 1: 212 | 218 Avg. Shares/Post: 5 | NA

LinkedIn :: Professional Group

2014 | 2013 http://www.linkedin.com/groups?gid=1637047&mostPopular=&trk=tyah# Total Members: Members Since July 1: Week Over Week Growth Rate: Members’ Industry:

1,056 | 850 206 | 304 67% | 40% 65% Higher Education 8% Education Management 5% Nonprofit 18% Other

Twitter :: @AFA1976 www.twitter.com/afa1976 Total Followers: Tweets since July 1: Growth Percentage: Avg. Impressions/Tweet: Avg. Weekly Impression: Avg. Added Followers/Day:

Members’ 30% Education Function: 8% Community & Soc. Services 7% Program Project Mgmt 7% Administrative 4% Consulting 44% Other

2014 | 2013

2,780 | 1,972 880 | 1,411 41% | 44% 3,469 | 1,936 57,613 | NA 2.2 | 1.6

Followers since July 1: Favorited since July 1: Retweets since July 1: Mentions since July 1:

808 | 871 1,013 | 300 1322 | 1,277 1,609 | 2,647

Foursquare

2014 | 2013 www.foursquare.com/afa1976 Total Followers: 117 | 82

57

16

Klout AASCU: 53 ACPA: 65 ACUI: 56 NASPA: 42-60 2013 Score: 56

“AFA keeps me engaged/informed online by using a variety of forms of media and ensuring the content is current with intriguing headlines to catch my attention!” Kari Murphy Region 3 Director


finances

Association Income July 1, 2013 - June 30, 2014

Budget Category

Amount Earned

Dues $156,149.00 Interest $32,188.98 Job Postings $12,910.00 Educational Programs

$4,815.00

AFAF Grants $59,248.33 Annual Meeting $446,889.89 Other Income* $6,164.61 Total $718.365.81 *Other Income includes Resource Sales, Advertising, and additional miscellaneous income.

Dues Interest Job Postings

Three-Year Comparison

Educational Programs

YE2012

YE2013

YE2014

Dues

$148,471.00

$134.973.50

$156,149.00

Interest

$25,440.56

$51,369.01

Job Postings

$11,795.00

$11,770.00

Educational Programs AFAF Grants Annual Meeting Other Income Total

--

--

$4,815.00

$45,915.31

$59,248.33

$442,612.52

$412,312.50

$446,889.89

$4,348.60

$6,164.61

$660,688.92

$718,365.81

$671,738.09

Annual Meeting

$32,188.98 Other $12,910.00

$33,551.91

$9,867.10

AFAF Grants

$500,000 $450,000 $400,000 $350,000 $300,000

YE 2012

$250,000

YE 2013

$200,000

YE 2014

$150,000 $100,000 $50,000 $0 Dues

Interest

Job Postings

AFAF Grants

Annual Meeting

Other Income

17


finances

Association Expenses July 1, 2013 - June 30, 2014

Budget Category

Amount Spent

Central Office $387,117.76 Annual Meeting $212,768.88 Sponsorships $5,500.00 Executive Board $16,664.27 Publications $30,196.09 Committees/Liaisons $4,291.31 Total $656,538.31

Central Office Annual Meeting

Three-Year Comparison

YE2012

YE2013

YE2014

$403,613.83

$364,471.71

$387,117.76

$14,974.06

$13,818.20

$16,664.27

$5,019.33

$4,958.14

$4,291.31

Publications

$27,626.90

$31,032.60

$30,196.09

Sponsorships

$5,821.66

$3,078.34

$5,500.00

Annual Meeting

$166,636.63

$156,335.69

$212,768.88

Total

$633,702.41

$573,694.68

$656,538.31

Central Office Executive Board Committees/Liaisons

Sponsorships Executive Board Publications Committees/Liaisons

$450,000 $400,000 $350,000 $300,000 $250,000

YE 2012

$200,000

YE 2013

$150,000

YE 2014

$100,000 $50,000 $0 Central Office

Executive Cttes/ Publications SponsorBoard Liaisons ships

Annual Meeting

Three-Year Profit/Loss YE2012 YE2013 Profit/Loss

18

$38,035.68

$62,818.13

YE2014 $61,827.50


foundation

Financial Snapshot Foundation Income Budget Category

Amount Earned

Annual Fund $47,437.34 Annual Meeting $7,139.00 Silent Auction $17,095.00 Investments $46,457.72 Grants & Scholarships

$51,450.00

Endowments $8,498.00 Total $178.077.06

Annual Fund Annual Meeting Silent Auction Investments Grants & Scholarships Endowments

Foundation Expenses Budget Category

Amount Spent

Fundraising $5,495.00 Grants & Scholarships

$72.058.33

Operations $50,967.85 Total $128,521.18

Fundraising Operations Grants & Scholarships

19


foundation

Grants: Spending & Impact Grant Request

Amount Spent

# People Impacted

Investment Per Person

2013 Annual Meeting Opening General Session

$13,000.00

1243

$10.46

2013 Annual Meeting Second General Session

$24,000.00

1243

$19.31

2013 New Professionals Seminar

$1,500.00

192

$7.81

2013 Seasoned Professional Workshop

$3,000.00

163

$18.40

2013 Graduate Training Track

$3,005.20

59

$50.94

2014 Professionals’ Institute

$2,735.87

-

-

2013-2014 First 90 Days

$4,200.00

52

$80.77

2013-2014 Advance U

$7,807.26

670

$11.65

Professional/Affiliate Scholarships for the Annual Meeting

$8,250.00

25

$330.00

Graduate Scholarships for the Annual Meeting

$4,560.00

19

$240.00

3666

$19.66

Total

$72,067.33

Distribution of Grant Dollars 2013 AM Opening General Session 2013 AM Second General Session 2013 New Professionals Seminar 2013 Seasoned Professionals Workshop 2013 Graduate Training Track 2014 Professionals’ Institute 2013-2014 First 90 Days 2013-2014 Advance U Profesional Scholarships for AM Graduate Scholarships for AM

Amount Spent vs. # of People Impacted $30,000

$25,000 2013 AM Opening General Session $20,000

2013 AM Second General Session 2013 New Professionals Seminar

$15,000

2013 Seasoned Professionals Workshop 2013 Graduate Training Track

$10,000

2013-2014 First 90 Days 2013-2014 Advance U

$5,000

Profesional Scholarships for AM Graduate Scholarships for AM

20


foundation

FY 2014 Donors* Believer’s Club :: $1,000 or more Ron Binder Victor and Megan Boschini John DiSarro Wendi Kinney Justin and Heather Kirk Stacy Kraus McDonald Randy E McMullin Kara Miller Tom Murphy Emily Perlow *** Arizona State University Association of Fraternal Leadership & Values Beta Theta Pi Fraternity & Foundation Delta Gamma Fraternity Delta Upsilon International Fraternity Kappa Alpha Order Kappa Delta Private Foundation MJ Insurance, Inc. National Panhellenic Conference Order of Omega Phi Mu Delta Fraternity Sigma Kappa Foundation Sigma Kappa Sorority Sigma Phi Epsilon Fraternity University of Iowa Interfraternity Council University of Iowa Panhellenic Council University of Southern Mississippi Zeta Tau Alpha Foundation

Advisor’s Club :: $500-$999 Rick and Sheila Barnes Donald E Beeson Beth Conder Danielle Driscoll Cassie Gerhardt Michelle Guobadia Thomas Jelke Kyle F Jordan Mark Koepsell Michelle Coppola LaPlatney Kimberly Novak Ben and Jenna Martin Pendry Jeremiah Shinn Darald Stubbs T.J. Sullivan Lisa Fedler Swiontek Amy Vojta David Westol Bonnie Wunsch *** Chi Epsilon Kent State University Pennington & Company Pi Kappa Alpha International Fraternity

*Categories reflect donations made during the 2014 fiscal year (July 1, 2013 - June 30, 2014).

1976 Club :: $200-$499 Anne Arseneau Jason Bergeron Meredith Bielaska Jonathan Brant Geoffrey Brown Dan and Amanda Bureau Joni Burke Curtis Burrill Ginny Carroll Michelle Castro David B. Chambliss John Davenport Shelly Brown Dobek Thad Doyle Robert Dudolski Ashley Dye Jason Frampton Sally Grant Dean Harwood Joy Helsel G. Andrew Hohn Veronica Hunter Sonia ImMasche Jessica Impallaria Jackie Isaacson Kelly Jo Karnes Jamison Keller Sue Kraft Fussell Matthew Lenno Faron Lewitt Joann Loveless Tisa Mason Mike McRee Monica L. Miranda Kimberlee Monteaux De Freitas William Nelson Mary Peterson Jessica Pettitt Mary Phillips Kathryn Planow Jenny Rabas Bridget Guernsey Riordan Kay Robinson David Ruda

“I give to the AFA Foundation because I fundamentally believe in higher education and how our profession has the potential to advance it. Our world continues to shift beneath us and AFA needs access to the financial resources that will allow us to become a premier higher education association.” Jason Bergeron Board of Directors

21


foundation

FY 2014 Donors (cont.)* 1976 Club :: $200-$499 Michael Steele David Stetter Jessica Stinson Richard Sudheimer Todd C. Sullivan Joseph Thompson Barbie Tootle Charlie Warner Cheri Wechsler Carolyn Whittier Christian Wiggins Michael Wiseman

Mandy Lee Womack Thea Zunick *** Alpha Epsilon Phi Sorority Alpha Epsilon Pi Foundation Alpha Gamma Delta Foundation Chi Epsilon-I Am An Ally Chi Psi Educational Trust College of William & Mary Council for Fraternity Affairs Cornell University

Delta Phi Fraternity Hanover University Kappa Delta Rho Fraternity Phi Gamma Delta Educational Foundation Phi Mu Foundation Pi Kappa Phi Fraternity RISE Partnerships San Diego State University Zeta Beta Tau Fraternity, Inc.

Donors :: $1-$199 Donald Abels Sarah Ables Mande Adams Rosalind Alderman Jane Allan Cory Anderson Libby Anderson Michelle Ardern Natalie Averette Maggie Bach Steve Backer Brad Badgley James Balandran Stephanie Baldwin Brandi Barber Brittany Barnes Alvin Barrington Troy Bartels Devin Basile Jordan Bentlage William Bernard Russell Best William Boulden Brittany Bowles Blake Bradley Ashley Broskey Jon Buchalski John Bulcock Felecia Bumpus Julie Bunson Julie Cain Burkhard Kerry Burns Rick Burt Byron Bustos Douglas Calhoun Mari Ann Callais Trace Camacho Dennis Campbell Adam Cantley Laura Cardiel Anna Marie Carlson Annie Carlson

22

Alex Carrier Dianne Catalano Deborah Catchings-Smith Jamel Catoe Chris Chen Amanda Clare Brian Clarke L.C. Coghill Christopher Cole Zachary Cole Dave Conner Emily Cordero Anita Cory Diana Coyle Katy Cran Jarrod Cruz AnneMarie Cucci Jeffrey Cufaude Brandon Cutler Anne Dale Logan Davis Becky Davison Matthew Deeg Tiffany Dennett Renee Dowdy Kathleen E Drake Jaclyn Dreschler Becky Druetzler Charles Eberly Jess Emig Heather Evans Daniel Faill Todd Farmer Patricia Fechter Gregory Fink Jordan Fischette Justin Fisher Amanda Fishman Sean FitzGerald Brad Fliller William Foran Kristi Ford

Katherine Fox Megan Fox Cathy Frank William Frankenberger Aubrey Frazier Kayte Fry Richard Funk Claudia Garcia Kent Gardner Alyson Garrison Mark Gehrke Shaina Geltman Aaron George Matthew Gilsbach Corin Gioia Monique Golden J.B. Goll Jason Paul Gomez Javier Gonzalez Jose Grajales Dominic Greene Daniel Grzesik Juan Guardia Angela Guillory Joe Gurreri J. Chris Hager Lea Hanson Dasha Harris Jami Harrison Lori Hart Sharrell Hassell-Goodman Margaret Hayes Michael Hayes Hara Henshell Daniel Hernandez Bonita Herring Grahaeme Hesp Jessica Hiltabidel Lynnda Hoefler Lauren A Hopkins Megan Horst-Foster Michelle Horvath

David Hotz M Spencer Hudec Alexis Hurdle Amber Huston Andy Huston Shauna Irwin Lila Isbell Scott Isenga Carol Beth Ivory Brooke James Massey Carole Jones Danielle Jones Jennisha Jones Kenny Jones Cassandra Joseph Michele Kaplan Kristen Kardas Andrew Kayserian Jeff Kegolis Gina Keucher Kaitlin Kirk Christine Kobza Jesse Koch Kimberly Kochin Rebecca Koltonski Kevin Konecny Lane Koplon William Kotchish Andrea Kovachy Nikki Laird Jennifer Lee Kirstin Leih Jennifer Leung Jennifer Levering Matt Levine Evan Lieb Mary Kate Lobough Allison Lewis Lodhi Brianna Lombardozzi Amy Long Jackie Longo J.D. Louk

*Categories reflect donations made during the 2014 fiscal year (July 1, 2013 - June 30, 2014).


Sara Lowery Chris Lucas Antonio-Phillip Lytle Tracy Machtan Aimee Maczko Kevin Madden Jenny Maeda Shari Malone Michelle Marchand Robert Marias Rachel Marsh Andrea Martinez Elizabeth Massengale Tracy Maxwell Wesley McCormack Adam McCready Gentry McCreary Brianne McGann Briana McGlamory Joslyn McGriff Richard McKaig Jessica McPherrin Andy Meng Archie Messersmith John Messina Melinda Mettler Rebecca Jamrozik Mickler Benjamin Miller Daniel Miller Lauren Misiewicz Orlando Mitchell Kimberly Mones Marc Mores John Mountz Julie Murphy Kari Murphy Fred Myrtle Matthew Nance Trenton Nettles Robert Nichols Carol Nickoson Alan Nordyke Sean O’Brien

Ryan O’Rourke Laura Osborne Lindsey Osborne Mary Osbourne Theresa Osorio Kathryn Owsianiecki Jay Pawlowski Laurel Peffer Scott Pegram Jennifer Pena Kyle Pendleton Cristina Perez Barbara Perlman Katherine Pezzella Vance Pierce Justin Pohl Kevin Pons Charles Pride Jazmyn Pulley Sabina Ramirez Melissa Reilly Seth Ressl Elizaveta Reyes Candida Rivera Magdalena Rivera Johnny Robinson Amanda Rodriguez Joseph Rosenberg Kody Rother Nicole Rowlett Jim Russell Jonathan Sanders Tara Leigh Sands Elizabeth Sarneso Beth Saul Brittany Scancarella Leslie Schacht Kaye Schendel Joshua Schutts Elizabeth Scott William Scott Felecia Scott-Strickland Tiny Sebastian

Mary Beth Seiler Lindsay Sell Hannah Seoh Christine Sevick Natalie Shaak Melissa Shaub Justin Sherman Karli Sherman Keri Shiplet Kristin Shorter Gregory Singleton Glenn Skinner Jasmine Smalls AJ Smith Calvin Smith Robert Smith Scott Smith Travis Smith Karyn Nishimura Sneath Elizabeth Snider Alex Snowden Brigette Soderlind Nicole Solman Jessica Sopko Mardie Sorensen Allison St. Germain Neil Stanglein Vicki Stankus Jessie Stapleton Beth Stathos Kate Steiner Branden Stewart Mallory Stratton Matthew Supple Laura Sweet Whitney Swesey Allison Swick-Duttine Stacey Swift Erin Sylvester William Tallman Stanley Taylor Brian Tenclinger Lindsey Trione

Kathy Tucker Jess Turuc Jennifer Umberger Stuart Umberger Martha Vansteenderen Kelli Vincent Kiran Wadhwa Alyssa Walker Audrey Walker Beverly Walker Alexandra Waltemeyer Samuel Waltemeyer Cameron Warner Patricia Watkins Gayle Webb Annie Welch D. Marc West Susan West Joseph Wheeless Allen White Jr. Danielle Wilcher Erica Williams Melissa Williams Viancca Williams Ayana Wilson Justin Wilson Julie Wisbrock Rachael Wise Daniel Wrona Lynsy Yoder Mary Young Jeff Zadoff Susan Zarnowski *** AFA Region I Delta Sigma Phi Fraternity Kappa Kappa Gamma Fraternity Phi Mu Fraternity Synergos AMC Troy University

Amicus Sequentes Society Ron Binder Jonathan and Mindy Brant Amanda and Dan Bureau Michael Farley Melissa Flanagan Rick Funk Sue Kraft Fussell and Scott Fussell Michelle Guobadia

Michael Hayes and Phillip Rotherich Jackie Isaacson Thomas Jelke Bill and Carmalieta Jenkins Kelly Jo Karnes Amy Vojta and John Logan William Paris Karyn Nishimura Sneath and Steve Sneath

David Stollman T.J. Sullivan Lisa and Kevin Swiontek Charlie Warner Dr. Carolyn E. Whittier

23

foundation

Donors :: $1-$199 (cont.)


Accolades

Awards & Recognition At the annual Fraternity Communications Association (FCA) conference in May, AFA received three prestigious awards:

First Place Critics’ Choice Logo Design

Second Place Annual Report

Second Place Design - Single Page Greeks for Good 5K Fund Run At this year’s Annual Meeting

With wellness being a key ingredient of the 2013 Annual Meeting in Orlando, the AFA Foundation thought there would be no better way to celebrate (and do a little good in the process) than to host a 5K fund run/walk to kick off Thursday morning. We’re planning the event with one main principle in mind—FUN! Runners and walkers of all skill levels in workout gear or crazy costumes will be welcome, and there will even be a way to participate from your deep slumber if you have no interest in a 3.2 mile jaunt to start your day. The 5K Fund Run is being sponsored by the Greeks for Good program, and all proceeds and fundraising efforts will benefit the AFA Foundation and the profession we all love. More information about incentives (think best costume, best cheerleader and top fundraiser) will be included upon registration. Keep your eyes peeled for the Fund Run registration upon registering for the annual meeting. The Fund Run will take place on Thursday, December 5 at 6:30a.m. Once registered, we’ll provide with you information about how you can launch your very own fundraising campaign for the AFA Foundation at http://afa.greeksforgood.org. We greatly look forward to this exciting new event, and we hope it becomes an annual event at the meeting.

Annual Meeting Sponsors The following were Platinum Level Sponsors at the 2013 Annual Meeting:

ALSAC/St. Jude Children’s Research Hospital AFA/AFA Foundation Recognition Luncheon

24

Kappa Delta Private Foundation

Graduate Training Track New Professionals Seminar Seasoned Professionals Seminar

Beta Theta Pi Fraternity & Foundation Opening Session

Delta Upsilon International Fraternity General Session


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