Conference Program - CASE

More documents

Recommendations

Info

A N N U A LR E P O R TTREASURER’S REPORTFiscal Year 2006-07 Annual MeetingChicago Sheraton Hotel and Towers • December 9, 2007CASE District V continues to operate with a philosophy of responsiblefiscal management and the goal of maintaining a strong financialposition. CASE V ended the 2006-2007 fiscal year with assetstotaling $834,966, a 27.8% increase over the previous fiscal year.CASE V posted a net gain of $182,130 for the year. The improvedfinancial position of CASE V can be directly attributed to revenueincreases of $62,491 and expense reductions of $56,809 for the yearas well as an improved investment portfolio.During the past fiscal year, CASE V’s checking and savings weretransitioned from National City Bank to Citibank. Short-terminvestments in two Certificates of Deposit were transitioned uponmaturity to Chase Bank, Chicago from Old National Bank.CASE V’s long-term investments are part of a pooled investment fundwith other CASE Districts that is managed by Fund Evaluation Group,located in Cincinnati, through CASE Headquarters in Washington, D.C.The investment policy for these funds is determined by the CASEDistrict Chairs Council. CASE Headquarters files all required IRSreports and oversees an annual audit of all council funds.I would like to thank the members of the Financial Review Committeeof the Board of Directors for their work in reviewing District V’s fiscalpolicy and financial statements throughout the year. Their assistanceis invaluable in maintaining District V’s sound fiscal position.CASE District VFINANCIAL SUMMARY7-1-06 thru 06-30-07AssetsCheckingNat City Checking $40,172.27InvestmentsOld National Bank CD $.00District Investment Fund $608,997.00Nat City Savings $81,847.24CD #2 Old National Bank $103,716.30Prepaid expenses $233.85TOTAL ASSETS $834,966.66LiabilitiesCurrent LiabilitiesDeferred Revenue $14,050.00TOTAL CURRENT LIABILITIES $14,050.00EquityMembers’ EquityFund Balance $644,197.21Current Income $176,719.45TOTAL LIABILITIES & EQUITY $820,916.66Shown on this page are the CASE District V Financial Summary andFund Balance for July 1, 2006 through June 30, 2007. Financialstatements for the 2006-2007 fiscal year are available for review atthe Hospitality Desk, throughout the conference.Respectfully submitted,Caryn A. Schultz KormanCASE V TreasurerCASE District V FINANCIAL SUMMARYJuly 1, 2006 – June 30, 2007REVENUEConference Registration Fees $305,051.00Pre-Conference Registration Fees $19,000.00Exhibitor/Consultant Registration Fees $75,110.00Sponsorships $30,921.06Restricted Sponsorships $8,278.94Program Ads $10,000.00Special Event Fees $11,450.00Pride of CASE V Awards Entry Fees $18,810.00Mini-Conference Program $2,200.00Miscellaneous $9,396.56Interest Earnings $35,445.07Investment Gains/Losses $61,353.00TOTAL REVENUE $587,015.63EXPENSESConference Related ExpensesConference Planning and Operations $59,022.84Registration Expense $6,508.66Food & Beverage (Breaks, Breakfasts, Banquet) $97,834.86Other Special Events $9,652.83Announcements & Programs $16,206.08Track Programming $9,620.24Pre-Conference Workshops $4,845.34Newcomer’s Fellowship $3,200.00Exhibitors/Consultants $24,383.78On-Site Operations $84,120.85Open & Close $28,778.38Credit Card Fees $5,618.72Total Conference Related Expenses $349,792.58District Operating ExpensesDistrict Planning & Operations $32,941.77Financial Review Committee $2,312.81Communications/Operations Committee $9,344.60Professional Development Committee $10,331.00Awards & Recognition Committee $4,978.94CASE National Expenses $594.48Total District Operating Expenses $60,503.60TOTAL EXPENDITURES $410,296.18EXCESS REVENUE OVER EXPENDITURES $176,719.452007 CASE V Conference 28 www.casefive.org
2 0 0 7 B O A R D O F D I R E C T O R SAnagnostosBickelChambersDempseyExlineFriedmanHeisey Hobson Hoffman Liebermann ManuelMcGlinchPanettaQuarberg ReaumeRice Schultz Korman Todd WillisZiemianskiPeter K. AnagnostosDirector at LargeExecutive DirectorCleveland State University FoundationKathy BickelDistrict V TrusteeVice President of Outreach and EngagementThe Ohio State University Alumni AssociationBrett ChambersDistrict V LiaisonExecutive Director of Volunteer RelationsCouncil for Advancement and Support ofEducation (CASE)Dawn DempseySecretaryAssistant Dean for College AdvancementFerris State UniversityTeresa ExlineChairAssistant to the President for StrategicCommunication and University SpokespersonIndiana State UniversityAl FriedmanOperations Committee ChairAssociate Director University CommunicationsUniversity of Wisconsin-MadisonJennifer HeiseyDirector at Large/ASAP AdvocateProgram DirectorUniversity of Cincinnati Alumni AssociationJohn HobsonDirector at LargeSenior Vice President and Chief Operating OfficerIndiana University Alumni AssociationAnn HoffmanPride of CASE V Awards Program ChairSenior Editor, News BureauUniversity of Wisconsin-Eau ClaireJeff LiebermannChair, CASE V By Demand programSenior Director of DevelopmentCollege of Liberal Arts and SciencesUniversity of Iowa FoundationEdwardo ManuelDirector at LargeSenior Director, DevelopmentChicago Region and DiversityUniversity of Wisconsin-MadisonCatherine McGlinch2007 Conference ChairExecutive DirectorMinnesota State Colleges and UniversitiesFoundationSarah PanettaDirector at LargeAssociate Chair, Department of DevelopmentMayo ClinicBrad Quarbergadvance EditorAssociate Director, University RelationsUniversity of Wisconsin-La CrosseVicki Reaume2007 Conference Program ChairExecutive Director of Alumni RelationsEastern Michigan UniversityReid RiceASAP CASE V RepThe Ohio State UniversityCaryn A. Schultz KormanTreasurerSenior Associate DirectorUniversity of Illinois Alumni AssociationBarbara ToddChair ElectExecutive Director of Internal CampaignsIllinois State UniversityCarla S. WillisDirector at Large/MembershipPrincipal Gifts OfficerThe University of Toledo College of LawMike ZiemianskiPast ChairDirector of DevelopmentSaint Meinrad School of Theology2007 CASE V Conference 29 www.casefive.org
Page 2 and 3: CASE District V Conference Attendee
Page 5: W E L C O M ECASE V extends its app
Page 8 and 9: S P E C I A LE V E N T SAfter Sunda
Page 10 and 11: S P E C I A LO P P O R T U N I T I
Page 13: S P E C I A LO P P O R T U N I T I
Page 16 and 17: C A S E V H I S T O R YCASE V Confe
Page 18 and 19: S A T U R D A Y / S U N D A Y . . .
Page 20: S U N D A YPre-conference Workshops
Page 23 and 24: S U N D A YSunday 12:30-1:45 p.m. S
Page 25 and 26: S U N D A YSunday 2:15-3:30 p.m. Su
Page 27 and 28: ANNUAL REPORT
Page 29: A N N U A LR E P O R TCASE District
Page 33 and 34: MONDAY
Page 35 and 36: M O N D A YDEVELOPMENT9:15-10:30 a.
Page 37 and 38: M O N D A YMonday Morning Roundtabl
Page 39 and 40: M O N D A YMonday 9:15-10:30 a.m. M
Page 41 and 42: Mark yourcalendars!34th AnnualCASE
Page 43 and 44: M O N D A YMonday 11 a.m.-12:15 p.m
Page 45 and 46: M O N D A YFor these three events p
Page 47 and 48: M O N D A YMark yourcalendars!34th
Page 49 and 50: M O N D A YMonday Lunch Roundtables
Page 51 and 52: M O N D A YMonday 2-3:15 p.m. Monda
Page 53 and 54: M O N D A YRefreshment BreakResourc
Page 55 and 56: M O N D A YMonday 3:45-5 p.m.DEVELO
Page 57 and 58: TUESDAY
Page 59 and 60: T U E S D A YTuesday Morning Roundt
Page 61 and 62: T U E S D A YTuesday 9:15-10:30 a.m
Page 63 and 64: Mark yourcalendars!34th AnnualCASE
Page 65 and 66: T U E S D A YTuesday Monday 11:30-2
Page 67 and 68: Ohio RoomStaff Dev.CenterHOTEL MAPS
Page 69 and 70: RefreshmentTables121119117115113109
Page 71 and 72: E X H I B I T O R SAMERICAN COUNCIL
Page 73 and 74: E X H I B I T O R SCENTRON DATA SER
Page 75 and 76: E X H I B I T O R SGRAHAM-PELTON CO
Page 77 and 78: E X H I B I T O R SMARQUETTE UNIVER
Page 79 and 80: E X H I B I T O R SREAL MAGNET LLCM
Page 81 and 82:
E X H I B I T O R STHE CENTER ON PH
Page 84:
How do wedetermine thewealth baseam
show all

Conference Program - CASE

Create successful ePaper yourself

Delete template?

Save as template?