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Recognition and Compensation for Presidential Spouses/Partners

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COUNCIL OF INDEPENDENT COLLEGES<br />

2012 Presidents Institute<br />

<strong>Recognition</strong> <strong>and</strong> <strong>Compensation</strong> <strong>for</strong><br />

<strong>Presidential</strong> <strong>Spouses</strong>/<strong>Partners</strong><br />

Raymond D. Cotton, JD, M.Sc.<br />

202.434.7322<br />

rcotton@mintz.com<br />

January 6, 2012<br />

701 Pennsylvania Avenue, N.W. | Washington, D.C. 20004 | 202 434-7322 | 202 434-7400 fax


I. Overview<br />

• Background <strong>and</strong> Context<br />

• 2011 CIC <strong>Presidential</strong> <strong>Spouses</strong> Study<br />

• Questions <strong>and</strong> Answers<br />

• Conclusion<br />

ML Strategies LLC<br />

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• Administrative Assistant to the President/Chancellor<br />

• Associate of the University<br />

• Associate/Assistant to the President/Chancellor<br />

• First Lady/Gentleman (of the University)<br />

• Mrs. or Mr.<br />

II. Background <strong>and</strong> Context<br />

Popular Titles as Used in Academia<br />

• Senior Advisor <strong>for</strong> Institutional Advancement<br />

• Senior Counselor <strong>for</strong> External Relations<br />

• Special Assistant to the President/Chancellor<br />

• University Representative<br />

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II. Background <strong>and</strong> Context<br />

<strong>Compensation</strong>, <strong>Recognition</strong>, <strong>and</strong> Benefits<br />

• Salary or stipend<br />

• Retirement Benefits<br />

– Insurances<br />

• Health<br />

• Life<br />

• Disability<br />

• Long Term Care<br />

ML Strategies LLC<br />

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II. Background <strong>and</strong> Context<br />

<strong>Compensation</strong>, <strong>Recognition</strong>, <strong>and</strong> Benefits (cont.)<br />

• Deferred <strong>Compensation</strong> (including annuities)<br />

• Car Allowance<br />

• Tuition Assistance (<strong>for</strong> self <strong>and</strong> children)<br />

• Travel Reimbursement<br />

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II. Background <strong>and</strong> Context<br />

Board Expectations, Reviews <strong>and</strong> Evaluations<br />

• Responsibilities <strong>and</strong> Obligations<br />

• Timing <strong>and</strong> Frequency of Evaluations<br />

• By whom<br />

• Employment Agreement/Letter of<br />

Appointment<br />

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III. 2011 CIC <strong>Presidential</strong> <strong>Spouses</strong> Study<br />

• In the Fall of 2011, CIC <strong>and</strong> ML Strategies collaborated to<br />

design <strong>and</strong> produce the 2011 CIC <strong>Presidential</strong> <strong>Spouses</strong><br />

Survey.<br />

• The Survey aimed to gather data on the role of the<br />

presidential spouse/partner <strong>and</strong> how the institution<br />

recognizes <strong>and</strong>/or compensates her/him.<br />

• CIC spouses were asked to complete an online<br />

questionnaire through SurveyMonkey.com.<br />

• A total of 97 CIC spouses participated in the Survey.<br />

• 85% were female 15% were male<br />

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• Adjunct Faculty<br />

• Assistant to the President<br />

• Associate<br />

• Associate to the Board of Trustees<br />

• Associate to the President <strong>for</strong> Community, Trustees <strong>and</strong><br />

Parent Relations<br />

• Associate Vice President<br />

• Chief Executive Service Assistant<br />

• Community/University Ambassador<br />

• Community Relations Representative<br />

• Dean of Admission<br />

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III. CIC Responses:<br />

Titles<br />

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• Director of the Office of Special Services<br />

• Director of Special Initiatives<br />

• First Lady/Spouse<br />

• Mrs./Mr.<br />

• No title<br />

• <strong>Presidential</strong> Spouse/Husb<strong>and</strong><br />

• Professor<br />

• Senior Development Officer<br />

• Servant Leadership Director<br />

III. CIC Responses:<br />

Titles (cont.)<br />

• Special Assistant to the President<br />

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III. CIC Responses:<br />

Employee Status <strong>and</strong> Percentage of Time<br />

• 66% of reporting spouses are considered employees of<br />

the institution. 34% of reporting spouses are not<br />

considered employees.<br />

• However, all of the spouses devote some part of their<br />

time to activities related to being the presidential<br />

spouse/partner, with the majority spending 25-50% of<br />

their time on such activities.<br />

• Most spouses commented that most of these activities<br />

included attending or hosting institution-related<br />

events.<br />

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III. CIC Responses:<br />

Does the institution employ an event planner<br />

with whom you work on presidential events<br />

• Yes, part time: 19%<br />

• Yes, full time: 35%<br />

• No: 46%<br />

• In a recent similar Study we conducted on the<br />

spouses of many of the large, public l<strong>and</strong>-grant<br />

institutions, all of the spouses received event<br />

planners.<br />

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III. CIC Responses:<br />

Does the Board have specific expectations of<br />

you as a presidential spouse/partner<br />

• Yes, stated in writing: 14%<br />

• Yes, not stated in writing: 46%<br />

• No: 40%<br />

• The majority of spouses commented that expectations<br />

included traveling with the president <strong>and</strong> attending<br />

presidential events.<br />

• Some spouses noted that they have a job description,<br />

but only one spouse noted that she/he has an<br />

employment contract with the institution.<br />

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III. CIC Responses:<br />

Did you (<strong>and</strong>/or your spouse) have a discussion with the<br />

Board regarding your role with the college prior to beginning<br />

• Yes: 41%<br />

• No: 59%<br />

your service<br />

• An overwhelming majority commented that there was no<br />

<strong>for</strong>mal discussion.<br />

• In fact, many comments revealed that the Board<br />

assumed the president <strong>and</strong> the spouse “came as a<br />

package,” or “were two <strong>for</strong> the price of one.”<br />

• In the majority of responses, if there was a discussion, it<br />

was brief <strong>and</strong> in<strong>for</strong>mal.<br />

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III. CIC Responses:<br />

Do you receive any of the following support<br />

• Yard work: 75%<br />

• Secretarial assistance: 27%<br />

• Maid: 60%<br />

• Cook: 19%<br />

• Childcare: 7%<br />

• Driver: 3%<br />

services<br />

• Many of the spouses receive these benefits, but only <strong>for</strong><br />

presidential events (i.e. catering/cooking <strong>for</strong> College<br />

event).<br />

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III. CIC Responses:<br />

Do you receive a salary or stipend <strong>for</strong> you work as a<br />

presidential spouse/partner<br />

• No: 77%<br />

• Yes: 23%<br />

• Of those that received a salary or stipend, exluding<br />

symbolic numbers…<br />

– The range was $6,000 to $55,000 annually<br />

– The median was $20,000 annually<br />

– The average was $23,179 annually<br />

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III. CIC Responses:<br />

Other benefits provided<br />

• Travel expenses: provided <strong>for</strong> 83%<br />

– For those that do receive it this benefit, most<br />

receive reimbursement <strong>for</strong> travel, meals <strong>and</strong><br />

lodging<br />

• Separate retirement plan: provided <strong>for</strong> 21%<br />

– Most that do receive this benefit are employees<br />

• Tuition remission <strong>for</strong> children: provided <strong>for</strong> 91%<br />

– Of those that receive this benefit, almost all<br />

receive full tuition remission<br />

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• Tuition remission <strong>for</strong> spouse: provided <strong>for</strong> 63%<br />

– Of those that receive this benefit, most receive full<br />

tuition remission<br />

– There was a very low response rate <strong>for</strong> this question,<br />

<strong>and</strong> comments revealed that many spouses are unsure<br />

if they receive this benefit<br />

• Housing allowance: Provided <strong>for</strong> 18%<br />

– The median was $9,600 annually<br />

• House (if no housing allowance): Provided <strong>for</strong> 80%<br />

– The majority of spouses do not know the annual rental<br />

value<br />

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III. CIC Responses:<br />

Other benefits provided (cont.)<br />

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IV. Questions <strong>and</strong> Answers<br />

• All questions are encouraged <strong>and</strong> welcome!<br />

ML Strategies LLC<br />

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Ray is Vice President of Higher Education <strong>for</strong> ML Strategies, LLC <strong>and</strong> a partner in the<br />

Mintz Levin law firm. He primarily represents higher education <strong>and</strong> other nonprofit entities.<br />

His clients include schools, colleges, universities, foundations <strong>and</strong> other nonprofits. He<br />

has represented over 250 university boards of trustees, presidents <strong>and</strong> nonprofit CEO’s<br />

during his more than twenty-five years in practice. He frequently counsels both boards of<br />

trustees <strong>and</strong> presidents on such matters as CEO compensation, per<strong>for</strong>mance evaluation,<br />

goal-setting, direct <strong>and</strong> deferred compensation, Intermediate Sanctions, Sarbanes-Oxley<br />

<strong>and</strong> best practices <strong>for</strong> managing non-profit institutions.<br />

Raymond D. Cotton, JD, M.Sc<br />

Ray is a frequent speaker on the programs of Higher Education Associations, as well as a regular contributor to the<br />

Chronicle of Higher Education. His legal work <strong>and</strong> compensation analyses have gotten him recognition in many national<br />

publications, including the New York Times, The Wall Street Journal <strong>and</strong> The Washington Post. Earlier in his career<br />

Ray served in the public sector as Special Assistant to the U.S. Department of Health, Education <strong>and</strong> Welfare under<br />

Secretaries Elliot Richardson <strong>and</strong> Caspar Weinberger.<br />

He has also served as an adjunct faculty member at both the School of Law <strong>and</strong> the School of Medicine at George<br />

Washington University, as well as at the Georgetown University Medical School, <strong>and</strong> the Harvard University School of<br />

Public Health. In addition, he has lectured at the University of North Carolina (Chapel Hill), UCLA, Yale <strong>and</strong> many<br />

others. From 1991-1995, he served on the Board of Trustees of Monmouth University.<br />

Ray is admitted to legal practice in the District of Columbia, <strong>and</strong> to the U.S. Tax Court <strong>and</strong> the U.S. Supreme Court. He<br />

is a member of the American Bar Association. Ray received his BA with highest honors from Monmouth University,<br />

where he graduated first in his class. He is the first person in the history of Harvard University to have earned degrees<br />

from both its Law School (JD) <strong>and</strong> its graduate School of Public Health (M.Sc.).<br />

ML Strategies LLC<br />

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