BYRON MARCHANT ’78 PRESIDENT & CEOs3.amazonaws.com/pdfs.usna.com/BOT/2019/BOT19... · Spring...

BYRON MARCHANT ’78 PRESIDENT & CEO

THANK YOU FOR YOUR SERVICE

Tim Kobosko ’80 BOT: Class of 80’s Decade RepresentativeSpring 2013 - Spring 2019(Farewelled at COCP)

Minh-Tu Greenberg ‘99BOT: Class of 90’s Decade RepresentativeSpring 2016 - Spring 2019

WELCOME NEW TRUSTEES

Bob Kuberski ’93 BOT: Class of 90’s Decade RepresentativeSpring 2019 - Spring 2022

James Schwab ‘88BOT: Class of 80’s Decade RepresentativeSpring 2019 - Spring 2022

CONGRATULATIONS

Bryan Roach ’97

Chief Financial Officer

Kristen Pironis

Executive Vice President,

Communications and Marketing

CDR Craig Washington ’89, USN (Ret.)

Vice President, Engagement

WELCOME NEW TEAM MEMBERS

Kellyn Caldwell

Assistant Director,

Research and Stewardship

Gabbie Kulcsar

Associate Director,

Annual Giving Programs

Sara Westcoat

Human Resources Generalist

Jim Scally

Staff Accountant

WELCOME NEW TEAM MEMBERS

Jimmy DeButts

Senior Writer

Elizabeth Carpenter

Career Programs Assistant (SACC)

Timothy Woodbury

Memorial Affairs Manager

Leslie Cook

Event Planner

THANK YOU, USNA LEADERSHIP

VADM Walter E. “Ted”

Carter Jr. ’81, USN

62nd Superintendent

RADM (Sel.) Robert

Chadwick ’91, USN

87th Commandant of Midshipmen

WELCOME NEW LEADERS AND PARTNERS

RADM Sean Buck ’83, USN

Nominated: 63rd Superintendent

CAPT TR Buchanan ’92, USN

88th Commandant of Midshipmen

RECOGNITION• U.S. News and World Report 2019 Best Colleges

• #2 Top Public School

• #1 High School Counselors’ Top Picks

• #4 Undergraduate Engineering Programs Overall

• #5 Undergraduate Mechanical Engineering Program

• #22 National Liberal Arts Colleges

• Forbes 2018 College Rankings

• #31 Top Colleges

• #4 Public College

• #2 STEM College

MILESTONES AND ACHIEVEMENTS

• Class of 2019 includes Rhodes, Marshall, Gates

Cambridge, Schwarzman and Knight-Hennessy

Scholars

• 16, 086 applications for Class of 2022

• Cyber Operations program has received ABET

accreditation MIDN Maggie Dods ’19,

Rhodes Scholar

CONGRATULATIONS, 2019 DISTINGUISHED GRADUATES

Dr. J. Phillip “Jack”

London ’59

ADM Robert J.

Natter ’67, USN (Ret.)

Col Walter P.

Havenstein ’71, USMCR (Ret.)

ADM Robert F.

Willard ‘73, USN (Ret.)

CAPT Wendy B.

Lawrence ’81, USN (Ret.)

CLASS OF 2019 SERVICE ASSIGNMENTS

Assigned Community

166 USMC Ground

105 USMC Pilot

1 USMC NFO

272 Total Marine Corps

Assigned Community

260 Surface Warfare Officer

139 Submarines

33 Special Warfare SEAL

15 Explosive Ordnance Disposal

240 Navy Pilot

50 Navy NFO

12 Medical Corps

8 Supply Corps

4 CEC

8 INTEL

21 Cyber Warfare

6 Info Professional

1 Oceanography

797 Total Navy

$386.8 MILLION RAISED

• Cyber

• Athletic Excellence

• Naval Academy Fund

• International Programs

• Admission Excellence and STEM

• Midshipman Activities Fund

• Distinguished Professorships

• Experiential Leadership Learning

• Stockdale Center

• Alumni Association and Foundation Center

• Center for Academic Excellence

• Faculty Recruitment/Development

• NAPS Transformation

REGIONAL LAUNCH ACTIVITIES

Hawaii: 40 donors stewarded and

$4 Million in commitments

realized following events

Colorado: Engaged alumni chapter and parent club presidents with top

donors in Colorado and stewarded 27 donors

Texas: Engaged alumni chapter and parent club presidents with top

donors in Texas and stewarded 50 donors

NYC: David Robinson spoke at Cantor Fitzgerald Charity Day

San Diego: More than 350

donors, including President’s

Circle, stewarded and potential to

raise 7-figure gifts following event Campaign in a Box

NEXT STEPS: RAISE $70 MILLION IN TARGETED AREAS THROUGH FALL 2020

$43.7 MILLION NEEDED IN TARGETED AREAS: USNA • Academics ($15.1 million)

• International Programs: $11.1 million

• Faculty Development $3.27 million

• Center for Academic Excellence: $600,000

• Project-Based Learning: $105,000

• Admissions ($7.5 million)

• Outreach: $5.6 million

• NAPS: $1.9 million

• Leadership and Ethics ($9.7 million)

• Experiential Leadership: $4.6 million

• Midshipman Activities Fund: $2.4 million

• Stockdale Center: $1.8 million

• Distinguished Military Professors: $930,000

$43.7 MILLION NEEDED IN TARGETED AREAS: USNA • Athletics ($9.5 million)

• Athletic Excellence: $7 million

• Capital Projects: $2 million

• Sport-Specific: $550,000

• Instructional Support and Technology ($1.9 million)

$28.4 MILLION NEEDED IN TARGETED AREAS: AA&F

• Alumni Association and

Foundation Center ($10.8 million)

• Naval Academy Fund ($17 million)

• Campaign Fund ($638,000)

UPCOMING EVENTS 2019 • 22 May Blue Angels Demonstration

• 24 May Graduation 2019

• 30 May – 3 June All Academy Challenge

• 27 June Class of 2023 I-Day (Class of 1973 Another Link in the Chain)

• Fall 2019 Terwilliger Center Ribbon-Cutting

• 5 October 25th Anniversary of President’s CircleNavy vs. Air Force

• 25 October Homecoming Golf—Queenstown Harbor Golf

• 22 November Athletic and Scholarship Programs 75th Anniversary

• 14 December Army/Navy 2019

CRAIG WASHINGTON ’89 VICE PRESIDENT, ENGAGEMENT

• Customer Svc / Front Desk• Cynthia Belt• Carrie Carrol

Director

Career Programs

Dave Church ‘67

EA / BOT Admin

Cathy Wagner

Ass’t Director

Chapters

Joe Fagan ‘89

Assoc Director

Parent Clubs

EB Beedenbender

Assoc Director

Class Support

Holly Powers

Assoc Director

Alumni Relations

Noreen Frenaye

Ass’t Director SACC

Tonya McGinnis

Career Programs

Assistant

Elizabeth Carpenter

Membership

Paige Fuller

Memorial Affairs

Timothy Woodbury

• SIG Support (x3)• SIG Websites/Events• USNA ECA support• DGA• HFH• Alumni Travel• Merchandise

• Class Support (x80)• Class Websites/Events• COCP (x2)• Reunions (14-15 yr)• Class Governance / History• ALITC• Battalion Receptions• Ring Bank• Midshipman Ring Program

• SACC• SACC Central• Memorial Affairs• Career Service Support• Alumni Mentoring Prgm

• BOT Meetings• Alumni Research & Support• Lucky Bag Locker• TVP's (FONA's)

• Chapter Support (x101)• Chapter Websites/Events• ICOF• Memorial Affairs• Admissions Outreach

Support (NASS/STEM)• BOT Cmte supprt

• Parent Club Support (x80)• Club Websites/Events• PCOC• I-Day Picnic• National Plebe Send-off

events

• Membership Admin Support• Membership sales• Financial reconciliation• Net Community

• Last Call • Obits• Communications• Member Record updates

• SACC• SACC Central

Vice President

Engagement (July 19)Craig Washington ‘89

• Class of 2023 Plebe Send Off events (May/Jun 2019)

• Distinguished Chapter Award submissions (01JUN-30JUL 2019)

• Fall 2019 Football & Regional Campaign activity

• Triennial Count – Effective 31DEC19• Other Chapter Selection (Summer 2020)

UPCOMING MILESTONE EVENTS

DISTINGUISHED CHAPTER SELECTION

Call for nominations: 01JUN-30JULSubmission review: Late summer 2019Awardees announced: Late Fall 2019

Alumni Mentoring Program

24

AMP.2 – Seeks to create higher value by promoting higher active-duty retention of Alumni.

Completed since last report (for Class of ‘19):

1. New Local Chapter Advisor Program (LCAP) – AMP system modifications completed; 14 Chapters enrolled; 541 1/C Mids signed-up to connect with local Chapters’ volunteer Alumni Advisors

2. New Mentor-initiated Matching Pilot/Capability

a. AMP system modifications completed & tested

b. New Graduate Exercises developed & tested

Launched new AMP.2 tools

All Number

of…

May 2019

May 2018

All participants(Classes 2016 to 2019)

3,794(2,131)

2,709(1,220)

Active matches 831(326)

692(170)

Pending matches

34(34)

28(24)

At a glance

• Continue implementation of AMP.2

─ Support Local Chapter LCAP rollout

─ Launch Mentor-initiated Matching to all O1-O3s

─ Develop & Pilot new retention focused tools/exercises for those O1-O3s

• Implement the new 2019 AMP Performance Metrics Plan

AMPMay2019 2019 & Future Years

At a glance

✓ Steady growth

✓ Satisfied users

✓ Fully funded

✓ On budget

✓ Continued focus on AMP.2 - Aimed at improving retention

SHARED INTEREST GROUP UPDATE

• >1200 Members• 1674 Facebook followers• 24 Events held (2018) • NASS/STEM Scholarships • USNA Women ECA support

• >50 Members• 1389 Facebook followers• Marine Corp Marathon• Honor our Fallen Heroes• Virtual Memorial Hall

• >80 Members• 328 Facebook followers• 15 Events held (2018) • $15,000 Donation to MWF activities

Key Dates for 2020 DGA Nomination Cycle1 July 2019: Nominations Open21 October 2019: Nomination DeadlineTBD Spring 2020: Medal Ceremony

DGADemographics of 2019 Nominations

Decade Noms Rcpts 201930’s 13 8 040’s 39 14 150’s 107 33 460’s 100 24 670’s 55 10 880’s 4 2 290’s 1 0 2

Totals 346 91 23

SACC 25TH ANNIVERSARY•25th Anniversary•>30k service academy alumni attended (~ half USNA grads)

•JAX SACC (MAR19) •76 companies•337 attendees

•Encourage your own companies to hire our alum

San Antonio moving to Dallas

SACCentral (*new feature)

SACC Central• 110 current Postings• Jobs only available to Service Academy

grads• Searchable• Post your resume • Publish when you want to be “searchable”

• Extensive overhaul of Memorial Affairs website (Anne Sharp / Timothy Woodbury)• Improved links to memorial resources and planning tools• Feedback requested

NEW OVERALL MEMBERSHIP GROWTHExceeded BOT established Goal of 1700 New Members Annually – 6 consecutive years

0

200

400

600

800

1000

1200

1400

1600

1800

2000

2200

New Alumni New Parent New MIDN

New Alumni New Parent New MIDN Total New Members

NOV10-NOV11 50 396 1151 1597

NOV11-NOV12 29 484 1161 1674

NOV12-NOV13 90 530 1135 1755

NOV13-NOV14 114 634 1067 1815

NOV14-NOV15 125 706 942 1773

NOV15-NOV16 93 815 1095 2003

NOV16-NOV17 82 891 1105 2078

NOV17-NOV18 81 888 1157 2126

BOT Goal:1700 New members annually

Date Opponent Location

August 31 Holy Cross Annapolis, MD

September 14 East Carolina Annapolis, MD

September 26 (Thur) @ Memphis Memphis, TN

October 5 Air Force Annapolis, MD

October 12 @ Tulsa Tulsa, OK

October 19 South Florida Annapolis, MD

October 26 Tulane Annapolis, MD

November 1 (Fri) @ Connecticut East Hartford, CT

November 16 @ Notre Dame South Bend, IN

November 23 SMU Annapolis, MD

November 30 @ Houston Houston, TX

December 7 AAC Championship TBD

December 14 Army Philadelphia, PA

2019 FOOTBALL SCHEDULE

BILL O’CONNOR EXECUTIVE VICE PRESIDENT, DEVELOPMENT

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$386.8 MILLION RAISED

• Cyber

• Athletic Excellence

• Naval Academy Fund

• International Programs

• Admission Excellence and STEM

• Midshipman Activities Fund

• Distinguished Professorships

• Experiential Leadership Learning

• Stockdale Center

• Alumni Association and Foundation Center

• Center for Academic Excellence

• Faculty Recruitment/Development

• NAPS Transformation

REGIONAL CAMPAIGN ACTIVITYProjected Commitments (High): $97,163,622Projected Commitments (Low): $30,643,622

Region Regional Campaign Raised to Date

(7/1/2012-2/28/2019)

Projected Commitments

(High)

Projected Commitments

(Low)

Texas $23,296,819 $6,278,622 $1,678,622

Northern California $24,859,291 $4,030,000 $1,780,000

Southern California $43,525,852 $17,190,000 $2,610,000

Midwest $33,784,466 $12,250,000 $1,250,000

Mountain West $11,189,329 $5,060,000 $360,000

Georgia $17,463,997 $200,000 $200,000

Florida $13,353,711 $1,250,000 $750,000

NYC Metro $13,102,328 $19,000,000 $6,025,000

Mid-Atlantic $126,784,790 $16,500,000 $12,500,000

Other Top Prospects N/A $15,405,000 $3,490,000

TOTAL $307,360,583 $97,163,622 $30,643,622

REGIONAL CAMPAIGN IMPACT

Mid-Atlantic: $126.8M

SoCal: $43.5M

NY Metro: $13.1M

NoCal: $24.9 M

TX:$23.3M

Midwest: $33.8M

FL: $13.4M

GA: $17.5M

MT West:$11.2M

CLASS GIVING• $42 million for this campaign

• 8’s wrapped up in 2018—raised nearly $6 million overall

• 9’s concluding this year:

1959: $1.4 million to date

1969: $2.2 million to date

1979: $1.1 million to date

1989: $700,000 to date

2009: $660,000 to date (“2nd” First Gift Class)

SUMMARY OF THE 8’S SUPPORT

CLASS NAFACADEMIC

EXCELLENCELEADERSHIP EXCELLENCE

ADMISSION EXCELLENCE

PHYSICAL MISSION EXCELLENCE

OTHER RAISED

1958 XLarson Leadership

Award$456,000

1968 X LEL SMI's Chapel $1,973,000

1978 X CEL STEM Athletic Excellence $2,286,000

1988 X Cyber ELD Athletic Excellence $556,000

1998 X

IPO

Athletic Excellence $253,957

Cyber

2008 X MAG $366,808

SPECIAL SHOUT OUTS

2008• Our “1st” First Gift Class. • Huge success: raised more than

$365,000• About four times the average First Gift

total

1968• Refurbished Chapel Doors• 100% Flag Officer participation in

class project: 27 out of 27!

A LOOK AHEAD

Classes Launching Projects in 2019197319831992199320022003 (may shift to 2020)2011 (First Gift, already participating in Campaign)

Classes Planning to Launch in 2020 19741984199420042012 (First Gift, already participating in Campaign)

HOW CHAPTERS CAN HELP

• Summer STEM and Admissions Excellence

• Alabama, Alamo, Central New York,

Greater Kansas City, Hampton Roads,

North Texas, Pensacola, Philadelphia,

San Diego, Southern Arizona, Southern

Idaho, Texas Gulf Coast, Tulsa and Upper

Midwest already have supported

• Midshipmen Activities Fund

• IPO

• ’63 Center for Academic Excellence

Recognition

Appropriate recognition will be given in the

Donor Report and for each program supported

• 30 May – 3 June

• Service Academy with the highest percentage of graduates making a gift wins

• Tremendous short-term fundraising vehicle; great source of new donor acquisition

KRISTEN PIRONIS EXECUTIVE VICE PRESIDENT, COMMUNICATIONS AND MARKETING

MARKETING & COMMUNICATIONS OVERVIEW

• Support engagement and facilitate fundraising through messaging and storytelling; engaging and meaningful events and opportunities; strategic partnerships, sponsorships and relationships.

• Foster enterprise collaboration on events, communications, and other opportunities and initiatives to ensure strategic focus and return on investment/mission.

• Serve as advocates for the end user (reader, member, donor, friend, etc).

STORYTELLING

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MARKETING & COMMUNICATIONS NEAR-TERM PRIORITIES

• Online updates continue

• Mini-campaigns around fundraising and engagement priorities

• Regional events through December 2020

• Campaign close

• Revamp revenue streams

• Enhance & update processes and procedures

• Update & communicate privacy policy

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