· Web view2012-2013 Fellow Profiles. 2012-2013 Fellow Profiles. 2012-2013 Fellow Profiles. 2012-2013 Fellow Profiles. ENDORSEMENT 53. ENDORSEMENT 53. ENDORSEMENT 49. ENDORSEMENT

WINSTON HEALTH POLICY BALL

What Is It?

The Health Policy Ball is the primary fundraising source for the Fellowship. The Ball takes place on the first Saturday of February ever year and has been held at the Ritz Carlton, Tysons Corner, for the last 15 years or so. The event is sponsored by about 80 organizations each year, paying between $5,500 and$15,000 for a table. These organizations include associations, corporations with health policy interests, and other non-profit groups with interest in health policy. Many organizations have sponsored since the event was founded 25 years ago. There is substantial competition for tables and there is typically a significant waitlist for each Ball. It is such a desirable event because the Ball provides sponsors the opportunity to interact directly with health policy makers from Congress and the Administration in an environment that is “approved” by the Ethics Committees of the House, Senate, and various administrative offices. An invitation for a staffer is also highly in demand. We start with a potential invite list of about 400+ people, extend invites to about 250 plus guests, and about 150+guests are able to come.

The Ball is planned by a subcommittee of the Board. The leadership of that Committee will transition after the 2014 Ball when David Main leaves the Winston Board.

The budget for the Ball is set in October of the year before the Ball, though many of the costs of the Ball hit before the end of the prior year. Make sure these are deferred into the year of the Ball. A copy of the 2014 Ball budget is attached.

The night of the Ball, the first thing that happens, starting around 5:30, is the Fellow-hosted reception. One of the current Fellows gets a suite and the fellows host the former fellows for a party in that room. It is their responsibility to send invites, buy food and drink, and host the party.

The Ball officially starts at 6:30 pm with two simultaneous receptions. The main reception is in the foyer of the Ballroom on the 5th floor. All invitees are invited to that reception, and it usually gets rolling around 6:15. By 7, the room is totally packed. A second “private” reception to honor the Fellows is held in the Old Dominion Room which is on the 4th floor off the hotel lobby. That reception is intended to be an opportunity to recognize the Fellows, so it is important to ensure that all of the current and former Fellows are in that room not later than 6:50 pm. In addition, all of the people that met with the Fellows in the prior year are invited to that reception, along with the gold and platinum sponsors and their guests. We typically get about 150 people at that reception. There will be remarks and the Fellow Gifts will be presented to the Fellows.

The dinner begins at 7:30, though it takes about 20 minutes to get everyone into their seats. The band can help get people to sit down. It isn’t worth worrying too much about whether or not people are eating. The bigger issue is making sure everyone has a seat. Once all of the government guests are seated, the hard work is done.

After the dinner, people can stay and dance to the band, they can go out to the foyer for a conversation (it is too loud in the ballroom for conversation generally), or they can go to the Old Dominion Room on the 4th floor where there is a jazz piano and some food (cheese and crackers / chocolate covered strawberries). The band in the ballroom wraps up at 11:30, and the jazz lounge closes at 12 pm.

Process

Note, the dates below are those used for the 2014 Ball. You will want to adjust for the year you are in and the timing of the Ball itself.

Task Deadline How To

Contract for jazz piano (quiet) for jazz bar/ Send in deposit

Contract with Band/Send in Deposit

Schedule Ball Focus Group Lunch

Poll for Ball Committee Meeting

2/15/2013 Contact Washington Talent

2/15/2013 Contact Washington TalentBand used for the last several years is called Millennium Contract used for 2014 is attached.

7/24/2013 This is at the discretion of the Committee chair. It may not be necessary if no changes are anticipated for the coming year. In the past the focus group was about a dozen long-time sponsor representatives and was hosted by the Ball Committee Chair. Winston picked up the tab.

8/2/2013 The committee should meet in early September to discuss the materials to be sent to the sponsors and invitees and determine if there should be any changes to prior practice or pricing.

Request AV quote for Ball 9/1/2013 Contact both Mike Graves (301) 300-7104 and the hotel and askfor a quote. The 2014 quote from Mike detailing what should be requested is attached.

Create Winston Ball Committee Meeting Materials

Review Ball Debrief and Focus Group Notes

Prepare Survey Gizmo site for responses

9/4/2013 The Ball Committee should review all materials being sent to the sponsors and any recommendations for changes to process and procedures. Include the notes from the prior year’s debrief meeting. Send to Chair to review.

9/4/2013 Look at the notes from the prior year’s debrief meeting and make sure changes are incorporated into the materials for the Committee.

9/4/13 There are prior reservation forms in surveygizmo.com. Just copy the prior year’s survey and update with appropriate dates, contact info, policies and procedures, etc. Test it several times to make sure it is working and is sending the confirmation email upon submission.

Ball Committee Meeting 9/9/2013 The Winston conference call line through AUPHA is 1-866-740-1260 passcode 5953411#. When the meeting is concluded immediately transcribe the minutes as these will be needed for the Board meeting in October, as well as your own reference.

Schedule tasting dates for November

9/27/2013 Contact Pat Wilson at the Ritz. She is your main catering contact.Ask her for possible dates for the tasting in November

or December.


Set up Access Database for new year

Email all potential sponsors to confirm contact info

Request flower arrangement quote

9/30/2013 Add new year’s fields to the access database. Create new forms and queries for the new year. Check and make sure all inquiries that came in at the end of the prior year are included in the database.

10/1/2013 The email used in 2014 is attached. Monitor these closely and make a note in the database as you get responses so that you can follow up with those that haven’t responded. Hunt down any bounce backs and update the database with any changes you receive. If there are likely to be any changes to pricing or policies, it is a good idea to include that in the initial email, so if you can, wait until after the fall Board meeting.

10/1/2013 Contact Jose at Art with Flowers. He will put together a sample arrangement for the tasting. Don’t let him charge for delivery.

Create blank floorplan 10/1/2013 Edit the INDD floorplan file from the prior year to create a blankthat you can use to provisionally assign tables to sponsors. This will help you keep track of silver/gold/platinum as well as giving the best tables to those sponsors that signed up early.

Update Website 10/7/2013 Update the sponsorship pages of the website (username andpassword below) to reflect the new policies and procedures for the Ball.

Send Sponsor Letter to prior sponsors

Enter new sponsorships in database

10/16/2013 If you are confident that you have an accurate database of contacts, send the invitation to sponsor to those organizations who h a ve sponsored in the last 4 years. 2014 Letter is attached.

10/16/2013 As sponsorship requests come in, enter them into the database.Keep track of the order they come in and save each pdf in a folder in G.

Provisionally assign tables 10/16/2013 As requests come in, “assign” them to a table so that you can seehow you are progressing and give the best tables to those that come in early. This also helps with multiple table purchases. Remember to hold 2 tables in the corner for the Winston Fellowship and one for AUPHA.

Send confirmation of sponsorship

Send sponsor letter to new sponsors

Send invitee list to invitee subcommittee for review

10/17/2013 When you have an initial critical mass of sponsors (about 30 or so), you can mail merge the confirmation letter and invoice then email them individually to each confirmed sponsor. Keep doing this each time you have 10 or more that haven’t yet been confirmed.

10/18/2013 Once you have 20 tables left, send sponsor invitation letters to those organizations who haven’t sponsored in the last 4 years.

10/21/2013 Send the list to the following people to review: Meghan Taira Julie Goon Cybele Bjorklund

Optional: Mary Grealy and Patti GoldmanIt is best to put it in a dropbox folder so that everyone can edit a single file. Ask them to indicate who should be added, deleted, changed, and moved from first wave to second and second to first.


Start Waitlist 10/20/2013 Around day 4 you will run out of tables. Hold back about 4 tablesfor long-time sponsors that may not have responded (in spite ofyour attempts to reach them). Also make sure all Board membersthat want tables have one, even if you haven’t heard from them.Let sponsors on the waitlist know that they are on it right away,but not where on it. Once you’ve dealt with any fall out over thenext couple of days from sponsors that thought they had a tablebut didn’t, etc, you can tell sponsors where they are on thewaitlist.

Request Ethics Committee 10/29/2013 Sample letters from 2014 are attached. You will send these lettersLetters via email and/or fax. The Senate will send a response back, the

House will not, but they will make note of the event and you canlet attendees know that they are aware. All other ethics folks willcontact you directly.

Contract Photographer 10/31/2013 Book Pablo through Freed Photography, unless you can findsomeone good who is cheaper (he’s very expensive). You will wanthim from 6-10. Make sure the contract includes high-res photosdelivered either on desk or uploaded, not more than 5 businessdays after the event.

Contract for Flowers / Send in 12/1/2013 Jose will give you an invoice at the tasting. Assuming everything isDeposit fine, pay half right away. The other half is due shortly before the

Ball.

Send AV Deposit 12/1/2013 Submit a check request to pay Mike Graves half of the AV fee.

Design & Print invitation 11/4/2013 You shouldn’t need to make changes to anything other than dateon last year’s invitation which is attached. The invitation is in INDDformat. The printer we used last year is Good printer.

Identify 10/20 yr sponsors and 11/7/2013 Order Crystal Triumph Award (Large) fromorder gifts Recognitionsource.com. Contact Kenneth Rogers directly.

Secure Event Cancellation 11/14/2013 Contact Rust Insurance to secure event cancellation insurance. AInsurance copy of last year’s policy is attached.

Request bio and room 11/20/2013 The program for the Ball includes a bio of each Fellow. I usuallypreference from Fellows send the last year’s bio (or one from the past that was really good)

to give them an idea of what to write. Count the words in lastyear’s so you know how many words to tell them it should be.When you get it and lay it out, if you need to edit it substantiallyyou should send it back to them to review again. At the same timeask which one wants the suite for the former fellows’ party.

Order Fellow Gifts (Good 12/1/2013 Order from Salisbury Pewter, John Will Tankard. Photo ofthrough 2015) engraving attached. It makes life easier if you order for a couple of

years in advance just so you don’t have to do it every year.

Finalize invitee list with input 12/2/2013 By this point you need to have a finalized list of invitees,from various people prioritized into first and second wave, with reliable contact info.

Use Leadership Directories (username and password below) tomake sure the contact info is correct.

Email invitations to wave 1 12/3/2013 Send out the first wave of invitations by email. I create an emailmerge so that it doesn’t go out as a big batch which often getsstopped by spam filters. I include the PDF invite in the email.


Manage Bounce Backs 12/3/2013 A lot of invites will bounce back. You may have bad addresses orthe person may have moved. Use Leadership Directories, yoursubcommittee, and google to see if you can identify why themessage bounced and what you should do about it.

Mail printed invitations 12/5/2013 Once you’ve dealt with the fallout of the email messages, you’llwant to send out the printed invitations to the same list youemailed. A lot of these invites may never get where they’re sent,and they’re pretty much a formality, but sometimes they reachpeople the email doesn’t, and folks like to have the printed invitein hand because it has the details of the event on it.

Send sponsors follow-up tax 12/4/2013 The letter used in 2014 is attached. Mail these letters along withletter with Invites 10 printed invitations and envelopes per table reserved.

Schedule program printing 12/17/2013 Get in touch with Good printers to let them know you’ll have thewith printer program ready for printing the first week in January and get it on

their calendar.

Update Program 12/17/2013 The program needs to be updated with the Fellow bios, the menu,the year’s sponsors, including gold and platinum, 10 and 20 years,Ball committee, etc. At this point all of that info should be writtenin stone, though sponsors still change at the last minute so wait aslong as possible to finalize. A copy of the 2013 Program isattached.

Send Program to Ball 12/17/2013 The Ball Committee has asked to review the program. You may notCommittee need to send it to everyone. Ask in advance who wants to review

it.

Collect names of Sponsor 12/23/2013 There is a SurveyGizmo form that you can use to have sponsorsGuests send you the names and emails of their personal guests. You will

use this list to let everyone know about last minute logistics forthe event. For those sponsors that are gold and platinum level youwill also use that info to invite the private guests to the receptionin the Old Dominion Room for the Fellows.

Develop pre-reception invite 12/23/2013 In addition to the Gold and Platinum sponsor lists for invitation tolist and check it with fellows the fellows’ reception in the Old Dominion Room, you will need to

develop a list of the current and former fellows, and everyone thatthe current fellows interviewed with that year that h a s alrea d y b ee n invi t ed and r s v p ’d y es fo r the Ball . Send the list to the fellowsto make sure nobody is left off.

Invitee response deadline 1/7/2014 Once the response deadline for invitations arrives, take a look athow many yes RSVPs you have and how many non-responses youhave. You’ll probably want to send a reminder to your non-responses that they need to rsvp, indicating that they won’t havea seat if they don’t respond by the deadline. If, after the deadline,you still have some empty seats, go back to your committee andask if there are folks that still need invites.


Assign Sponsors and gov't guests to tables

Follow up with VIPs that have not responded

Let invitees know about hotel rooms for the ball

1/8/2014 Create some kind of spreadsheet in excel that will allow you to randomly assign guests to sponsor tables. Enter that info into the database as you make the assignments then print the list and take a look. If you see any glaring problems (high level person at table in the back corner), make adjustments. This will be reviewed by the Ball Committee Chair so this is only a draft. The important thing is to make sure you have every empty seat filled, if possible. If not, know where your empty seats are so you can fill them as people RSVP.

1/9/2014 If there are any higher ups that were invited and haven’t responded, follow up to determine if they plan to attend.

1/9/2014 Send an email to all of your confirmed guests letting them know about the discounted rate at the Ritz and how to book it.

Send rooming list to hotel 1/10/13 People on the rooming list are generally:Susan Winston Fellow 1 (suite)Fellow 2Ball Manager—you—(suite)These are the folks that are billed to Winston. In addition, if you have additional staff that are staying over (not budgeted), you should include them.

Send program to printer 1/13/2014 Send PDF with bleed to Good Printers (or whoever you choose)

Update Ball PPT 1/16/2014 Update the existing ball Power Point with this year’s sponsors, ballcommittee, new Fellows, Board, etc. For any fellow that has a bad picture, email them asking for a new one. If anyone has changed jobs, update that.

Make and print posters 1/16/2014 You will need posters for: All sponsors (3)—outside each ballroom door Gold and Platinum Sponsors (3) — outside each ballroom door Sponsors by table number (2)— each side of stairs Table number by sponsor (2) — each side of stairs Jazz Lounge Invitations (5) — various locations Floorplan (5)—outside each ballroom door and each

side of stairs Reception Sponsors (2) — Outside of Old Dominion

and beside bar

Plan Winston Tables 1/17/2014 There are about 20 people that we invite to the Ball that we can’tseat with sponsors. They are current and former Board members that are not with sponsoring organizations, Don Yesukaitis from the Finance Committee, the current fellows, and any former Fellows that ar e with sponsoring organizations but don’t have a seat. We hold back 2 tables for the Fellowship for these people and then pray we don’t have more people than seats. You’ll need to decide who sits at which table so you can send them that info.

Meet with committee chair to finalize assignments

1/18/2014 About 2 weeks prior to the Ball you will meet with your committee chair to review the seating and table assignments. You’ll want to send him/her a draft of the assignments ahead of

time so they can review it.


Update database with 1/19/2014 Make any changes to the database resulting from your meetingchanges to seating/table list with the Chair. Double and triple check the list before sending out

assignments.

Notify invitees and sponsors 1/20/2014 Email all sponsors letting them know who’s been assigned to theirof guest and table table and what their table number is. Email all invitees lettingassignments them know what table they’ve been assigned to. Email all

sponsors without guests letting them know their table number.Emails used last year are attached.

Create onsite contact list for 1/23/2014 The list used last year is attached. Give this list to everyoneBall involved on-site (any staff, Pat Wilson, photographer, committee

chair, board chair).

Send Balance Due to AV 1/25/2014 Submit a check request for the remainder of the payment to MikeCompany Graves.

Send Balance Due to 1/25/2014 Submit a check request for the remainder of the payment toWashington Talent for Band / Washington Talent.Jazz Pianist

Send Balance Due to Flowers 1/25/2014 Submit a check request for the remainder of the payment to Art(Art w/ Flowers) with Flowers.

Send Balance Due to 1/25/2014 Submit a check request for the remainder of the payment to FreedPhotographer Photography.

Review BEOs and make any 1/25/2014 Carefully go over the BEOs to make sure everything is as you wantchanges it and the pricing reflects the contract. Send them back to Pat.

Make copies for anyone on-site that might need them.

Send invitations to Fellow 1/25/2014 Send out evites (I like Paperless Post) to all Fellow Receptionreception Invitees.

Have checks cut for band and 1/25/2014 Don’t mail check until after the Ball just in casejazz pianist tips

Touch base with Band Leader 1/26/2014 Check in with the band to let them know when you want them toarrive, what their role is in getting people seated, etc. If you useMillennium, they’ve done this a few times and mostly know thedrill, but good to touch base.

Schedule Ball Committee 1/26/2014 Schedule this for as soon after the Ball as possible so theMeeting Debrief after Ball outcomes are clear in everyone’s mind.

Develop reception script and 1/28/2014 A copy of last year’s script is attached. This will include theball timing photographer schedule.

Email all Ball attendees with 1/28/2014 Send an email to all attendees of which you are awareinfo about Fellowship (government guests and sponsor guests, plus all sponsors) lettingprogram and Jazz bar them know about the Fellowship, about the Jazz Bar, etc.

Develop special request list 1/29/2014 Your emails and contact requests to your guests includes a requestfor special meal requirements. You’ll want to note these in thedatabase then put together a list for the hotel. Ask the hotel tomake about 30 more vegetarian meals than are requested byguests. We always need more than we have.


Develop a VIP map 1/29/2014 Take a copy of the floormap and highlight those tables that needspecial attention (Board members, vip guests, ball staff) Send tothe hotel.

Print Place Cards 1/30/2014 You are responsible for making the place cards for the Winstontables.

Print Table Signs 1/30/2014 You will create a 2-sided sign on card stock for each table, with thetable number and the sponsor’s logo.

Wrap sponsor and fellow gifts 1/31/2014 Wrap all gifts in silver paper with a nice ribbon. Note the sponsorname and table number with a sticky on the box. Put the Fellowmugs in a nice silver or black gift bag.

Manage Seating 1/7-2/1/2014 Throughout the month before the Ball you will be receiving rsvp’s,extending new invitations, and dealing with cancellations. You’llconstantly be assigning and reassigning seats. Your goal is to haveevery seat filled and no extra people at 7pm on the day of the Ball.

Print seating lists 2/1/2014 At the last possible minute, print your list of guests with assignedsponsors and sponsors with assigned guests. Give everyoneworking on site a copy

BALL 2/1/2014 See below

Upload photos and send email 2/13/2014 The photos should arrive electronically within a week of the Ball.to attendees

Hold Debrief 2/15/2014 The Committee will debrief the event. Take careful notes and sendthese to the Chair shortly after the meeting for his/her review.These will go to the Board at their next meeting as well, andinform the process for next year.

Review and pay bill 2/15/2014 The bill typically comes about 2 week after the event and the Ritzis rabid about getting it paid fast. Make sure the deposit iscredited. Resolve any issues with the hotel quickly and get it paid.The check requires 2 signatures so that process takes a bit of time.

Negotiate contract for next 3/1/2014 As of this writing the Ball is contracted at the Ritz through 2015.open date This should be revisited as soon as the ball is over to make sure

you’re booked 2 years out at all times. Consult with theCommittee Chair before finalizing. The Board Chair should sign thecontract.

The Day of the Ball

11:00 am Print off all final materials

12:00 pm Make sure you have everything you need: Sponsors by Invitee List Invitee by sponsor list Copies of floorplan Copies of BEOs Copies of script Copies of schedule Signs Fellowship Brochures (1050) Ball Programs (1050) Laptop with power point loaded Name cards Table Tents Sponsor Gifts Fellow Gifts Money for tips to bellman COMFORTABLE SHOES!

3:00 pm Arrive at hotel, check in, get everything to

Ballroom 3:00 – 5:00 pm Set Up: Put all signs where they belong (see above) Put all table signs on tables Put all place cards on tables Get valet parking tickets from hotel Make sure table seat numbers are right Make sure AV setup is right Make sure PPT works and font is right Review special request list and VIP list with hotel staff Put sponsor gifts on the appropriate table Check Old Dominion to make sure it’s ready

5:30 pm Make sure Fellows are all set for their reception

6:00 pm Meet photographer, make sure he is aware of the schedule and knows where to go.

6:30 pm Monitor the Old Dominion Room. Make sure photographer is there.

7:00 pm Remarks in the Old Dominion Room begin. Make sure all Fellows know there will be a photo op after.

7:15 pm Go to the 5th floor foyer to station everyone for entry to the ballroom. Each door should have a staff person with the seating list in hand.

7:30 pm Open doors to the ballroom (doors can be open earlier but t 7:30 the servers will begin to sound the chimes.

7:45 pm The band should encourage people to sit down. Lights can be dimmed and brought up a few times as well.

7:50 pm Hopefully most everyone is sitting and eating by now. Don’t worry about the ones that aren’t. They’ll either sit or go hungry.

8:30 pm Check on the Old Dominion Room to make sure it is ready for the Jazz lounge.

8:45 pm If the majority of people are done with their dessert, give the Band the signal to start playing.

11:30 pm Thank the band. Let them know their tip will be mailed to them. People will leave with flowers. That’s fine.

12:00 pm Decide whether or not to keep the jazz lounge bar open any

longer. SLEEP FOR SEVERAL DAYS

Ball Contacts

Hotel Catering Pat Wilson, CMP, CMMSenior Manager, Meetings & Special Events The Ritz-Carlton, Tysons Corner1700 Tysons BoulevardMcLean, VA 22102Main Phone: 703-506-4300Direct phone: 703-917-5489Fax: 703-744-3917E-mail: p at.wil s o n @ r it z car l t o n . c o m

Band and Jazz Piano Stephen D. Shannon Senior Events Consultant Washington Talent Agency 14670 Rothgeb DriveRockville, Maryland 20850Phone - 301.762.1800 x 110Fax - [email protected]

A/V Mike GravesGraves Show Productions, LLC 3413 Tanterra CircleBrookeville, MD 20833(301)[email protected]

Sponsor Gifts Kenneth RodgersThe Recognition Source3109 E. Randol Mill Rd. Arlington, Tx 760111-800-374-5875 Toll Free214-678-9994 Local214-678-9094 [email protected]

Flowers JoseArt with Flowers Tysons Galleria1750 U International Drive McLean, Virginia, 22102Tel: (703) 903-6837 / 6838 • Fax: (703) 903-6839sales@ A r t with F l o wers. c o m

Photographer Joanna SparacinoF r eed P h o t o g ra p h y The Region's Leading Photography & Video Professionals4931 Cordell Ave.Bethesda, MD [email protected] Photographer is Pablo

Printer Phillip RoadcapGood Printers 703-868-2433

[email protected]

You are cordially invited to the 29th Annual

Winston Health Policy Ball

To benefitThe David A. Winston

Health Policy Fellowship

Saturday, the Second of February Two Thousand Thirteen

6:30 pm Reception followed by 7:30 pm Dinner and

Dancing

Black Tie

The RitzCarlton Hotel The Ballroom1700 Tysons Boulevard 5th

Floor McLean, Virginia Complimentary Garage Parking

Dear Maggie:

We are looking forward to hosting you on February 2nd at the Winston Health Policy Ball. Our records indicate that you will not be bringing a guest..

You have been assigned to the AcademyHealth table(s). Contact information for this sponsor is as follows:

Lisa Simpson, President & CEO AcademyHealth(202) [email protected]

AcademyHealth is assigned table(s) 100. See the floorplan below for table location.

We have asked the table host to be in touch with you to finalize the details of where and when you will meet on the night of the Ball so that you will be hosted at the reception and shown to your table, as you prefer. If you don’t hear from them by the 25th of January, please feel free to contact them or let me know.

We would appreciate your consideration of the following, for your and your host’s convenience and enjoyment of the evening:

1) If your plans should change at any time between now and the Ball, such that you or your guest will be unable to attend, would you please contact your table host directly to let them know so that the seats do not go unused.

2) Please arrange to arrive at your assigned table not later than 7:30 pm and immediately be seated.

3) Please remain at your assigned table through the dessert course.

4) The Winston Fellowship will be sponsoring a Jazz Bar in the Old Dominion Room from 9:30 pm - 12 am as an alternative to dancing to the live band in the Ballroom. This event is open to all Ball attendees and we hope you will feel free to take advantage of this alternative venue to chat and relax with colleagues and friends.

We look forward to seeing you on the 2nd of February and hope you enjoy the gathering. If you have any questions that this email hasn't answered, please let me know.

Thanks! Lydia

Lydia S. Middleton, MBA, CAE, Executive Director Winston Fellowship 2000 14th Street North, Suite 780, Arlington, VA 22201 703.894.0940 x131 Fax: 703.842.8463 l m iddle t o n @a u pha.org

Dear Lisa,

We are looking forward to seeing you at the Ball on February 2nd.

The purpose of this email is to inform you of your table assignment and guest placement. If you have more than one guest assigned to your table, you will receive a separate email for each guest assignment. Please let me know if you do not receive information on the total number of guests you were expecting.

The following government guest has been assigned to the AcademyHealth table(s):

Name: Maggie LinakTitle: AAAS FellowOffice: Office of Health Policy Total number in party: 1 Guest Name (if applicable):Email: [email protected]

Please email the staffer to let them know where to meet you, give them your table number, and ask them to contact you directly should their plans change. The purpose of this contact is only to arrange logistics.

Your table number(s) is/are: 100

A copy of the table floor plan can be found below.

Table assignments were made based on various factors, including the level of sponsorship and the order in which table reservations were received.

Please let all of your guests know your table number so that they are able to find their seats easily.

If you should find that you have additional seats, I should be able to fill them up to about the 30th

ofJanuary.

Let me know if you have any questions that this email has not

answered. Many thanks!

Lydia

Lydia S. Middleton, MBA, CAE, Executive Director Winston Fellowship 2000 14th Street North, Suite 780, Arlington, VA 22201 703.894.0940 x131 Fax: 703.842.8463 l m iddle t o n @a u pha.org

2 0 16 H e a lth P o licy B a l l Polic i e s a nd P roc e d u r e s

At the Winston Fellowship, we make every effort to ensure that the Health Policy Ball complies with all government ethics laws. Our policies and procedures are designed to protect our guests and sponsors from inadvertently violating these rules. They also assure the ethics officers and government officials we invite are attending a legitimate, ethically appropriate event. If you have any questions about our policies, please to not hesitate to let us know. In order to meet these and other practical goals, we have developed the following procedures.

Congressional and Administration guests are invited and assigned to tables by the Fellowship and should not accept invitations directly from table sponsoring organizations. Please do not invite or seat any Congressional or Administration guests at your table unless they have been assigned by the Fellowship. Doing so may place these individuals, yourselves, and others in danger of violating ethics rules.

The Fellowship will identify those government officials who will be invited to attend the Ball. Since the number of government officials invited is determined by the number of seats sponsors donate back to the Fellowship for this purpose, please consider donating a seat at your table to the Fellowship.

The Fellowship extends Ball invitations directly to government officials and receives their RSVPs.The Fellowship then assigns government invitees and their guests to sponsor tables throughout the room.

After the Fellowship assigns the government guest to a table, both the table sponsor and the government guest are notified of the seating assignment. The Fellowship cannot, of course, guarantee the ultimate attendance of the government guest and encourages table sponsors to coordinate with the assigned guest(s) prior to the Ball to ensure attendance and to coordinate a meeting place. Prior to the Ball, if the government guest notifies the Fellowship that they will not attend, the Fellowship will contact the sponsor as soon as possible. If the government guest notifies the table sponsor that they will not attend, the Fellowship requests that the table sponsor notify us as soon as possible so that we can attempts to assign another guest to the table.

If a table sponsor invites a government guest directly, the Fellowship may have to consider withholding an invitation to that sponsor in the future.

Payment for table reservations is due to the Fellowship by January 10, 2014. T a b le re s er v a ti o n s that are not paid by January 10th will be released to the waiting list.

Cancellation Policy: Cancellations received prior to November 15, 2013 will not incur a cancellation fee. Cancellations received between November 15, 2013 and December 15, 2013 will be assessed a 15% cancellation fee. For cancellations received between December 16, 2013 and January 10, 2014, a 25% cancellation fee will be assessed. Tables cancelled after January 10, 2014 are not eligible for a refund. Should the cancellation fee not be paid in full before March 1, 2014, the Fellowship may consider withholding an invitation to sponsor a table in the future.

The Fellowship recognizes that some sponsor’s consider hosting parties held in conjunction with the

Health Policy Ball. Our policy on sponsor hosted parties is consistent with our policy for the Ball itself.

o Ethics approval for government guests to attend the Ball extends only to the reception, dinner, and dance hosted by the Fellowship. Table Sponsors who hold a separate event must inform invitees that they should obtain separate ethics approval to attend that event.

o Table Sponsors who opt to hold an event must send a copy of the invitation list for government invitees to the Ball staff ([email protected]) by later than January 10, 2014 and before sending invitations to their event. Our staff will review the list and indicate to the sponsor any government invitees on the invitation list who have not been invited to the Ball. To avoid confusion over seating at the Ball, Table Sponsors are asked to invite only government guests to sponsor-hosted events who are also invited to the Ball.

o To avoid confusion, Table Sponsors may not reference the Winston Health Policy Ball or use the name “Winston,” “Health Policy Ball” or “Winston Health Policy Fellowship” in their invitations.

October 11, 2013

Winston Fellowship

Winston Fellowshipc/o AUPHA2000 14th Street North, Suite 780Arlington, VA 22201

Re: 2014 David A. Winston Health Policy Ball

Dear Winston:

Thank you for your support of the David A. Winston Health Policy Fellowship through your purchase of 3 Silver Level table for the 2014 David A. Winston Health Policy Ball, which will be held on February 1, 2014 at 6:30 pm at the Ritz Carlton at Tysons Corner, Virginia.

Your table request indicated that you would like to reserve 30 s e a t s for Congressional and/or Administration invitees and their guests at your table(s). As a reminder, we ask that you comply with government ethics rules by not directly inviting any government guests to the event. If you indicated that you are reserving seats at your table(s) for government guests, the Ball Committee will be contacting you in late January to advise you of the guests that have been assigned to your table(s).

Printed invitations for you to send to your personal guests will be mailed to you in December. Your personal guests do not need to present the invitation at the time of the Ball, nor do they need to respond to the Fellowship regarding their attendance. We will also send out an electronic version of the invitation as we get closer to the event.

The Ritz has made rooms available at $155 per night for the night of the event. You may make reservations by calling the hotel on (703) 506-4300 and asking for the Winston Ball rate. Please share this information with all of your guests.

The invoice for your sponsorship is attached. Please remit payment as soon as possible, but not later than January 10th. Cancellations received prior to November 15, 2013 will not be assessed a cancellation fee. Cancellations received between November 15, 2013 and December 15, 2013 will be assessed a 15%cancellation fee. For cancellations received between December 15, 2013 and January 10, 2014, a 25% cancellation fee will be assessed. Tables cancelled after January 10, 2014 are not eligible for a refund. Should the cancellation fee not be paid in full before March 1, 2014, the Fellowship may consider withholding an invitation to sponsor a table in the future.

If you have not submitted one already, please email a high resolution copy of your organization's logo to me at [email protected] not later than December 15th so that it can be displayed on our

David A. Winston Health Policy Fellowshipc/o AUPHA—2000 14th Street North, Suite 780 Arlington, VA 22201

(703) 666-8967 / [email protected] / www.winstonfellowship.org

signage listing you as a sponsor. Also, if you wish to recommend any government officials that the Fellowship should consider inviting, please send their name, title, office, and email to me as soon as possible.

If you have any questions or concerns, please contact me by phone on (703) 666-8967 or via email on [email protected].

We look forward to seeing you at the

Ball. Sincerely,

Lydia Middleton, MBA, CAE Executive Director

Enclosure

INVOICE

TO: Winston Fellowship c/o AUPHA2000 14th Street North, Suite 780Arlington, VA 22201

David A. Winston Health Policy Fellowship

c/o AUPHA2000 14th Street North, Suite 780

Arlington, VA 22201Attn: Winston Health Policy Ball

Date: 8/27/13

Date Item Total Cost

8/27/13 Sponsorship of 2014 David A. Winston Health Policy Ball

3 Silver Level Table at $5,000 $0.00

TOTAL: $0.00

Many thanks for your Sponsorship!

Payment is due on or before January 10, 2014.

Please make check payable to: David A. Winston Health Policy Fellowship (TIN 52- 1492039). A copy of the Winston Fellowship W-9 is on the next page.

Information on tax deductibility will be sent in December, 2013.

If you have questions concerning this invoice, please contact Lydia Middleton at [email protected].

October 14, 2013

Michael Conway, Chair Committee on EthicsUS House of RepresentativesLongworth House Office Building, 1015 Washington, DC 20515

Via Fax: (202) 225-7392

Dear Representative Conway,

Every year the David A. Winston Fellowship, a 501(c)3 educational organization, hosts an event known as the David A. Winston Health Policy Ball. The Ball serves as both as a networking and public policy discussion opportunity for members of the healthcare industry, as well as a fund raising effort for educational fellowships and scholarships awarded annually to promising young students of health administration to spend a year in Washington governmental positions learning about the health policy– making process.

In past years, we have liaised with your office prior to the event to make you aware that it will be taking place and that the Fellowship will be inviting staff members from House offices to the event as guests of the Fellowship.

For the 2014 Ball, which will take place February 1, 2014, at the Ritz Carlton Tysons Corner, I am writing to again make you aware of the event and request the appropriate indication of acknowledgement. As in the past, we will direct inquiries about the Committee’s stand on this event to your office.

We believe that this event qualifies as a “widely attended event” under the House rules. Attendance at the event will include more than 25 persons from outside of Congress and the event is open to a range of persons interested in the health policy arena. Attendance at the event is appropriate to the representative function of the members and staff because it allows them to meet their colleagues in a collegial setting, as well as to conduct discussions with industry and government personnel involved in health policy about many issues under consideration in the legislative and regulatory process.

For your information I am attaching a fact sheet which details the specifics of the event and should cover questions you may have. However, if this does not provide sufficient information, please do not hesitate to contact me for further information.

I look forward to hearing from you soon in this regard. I can be reached on 703-666-8967 or by email at [email protected].

Sincerely,

Lydia S. Middleton Executive DirectorDavid A. Winston Health Policy Fellowship

David A. Winston Health Policy Fellowshipc/o AUPHA

2000 North 14th Street, Suite 780, Arlington, VA 22201Telephone 703-647-7967, Facsimile 703-842-

8463 www.winstonfellowship.org [email protected]

2014 WINSTON BALL FAQ’S

1. What is the nature of the event?It is a networking event and charitable fundraiser.

2. Who is the beneficiary of the event?The David A. Winston Health Policy Fellowship is the beneficiary of the proceeds of the event. The Fellowship is a 501(c)3 organization with an educational mission.

3. Who determines the government guests to be invited?The Fellowship Board and the Ball Planning Committee develop the list of individuals to be invited.

4. Who determines where guests sit?The Ball Planning Committee makes seating assignments

5. How are seating assignments determined?Seats are assigned through a random assignment process.

6. How many people attend the Ball?Approximately 1030.

7. How many of those individuals are government invitees?In 2013 there were 165 government invitees in attendance.

8. Who owns the seat where the government guest is seated?The Fellowship asks sponsors to donate seats back to the Fellowship at their reserved tables, so the Fellowship owns the seats.

9. What is the cost / value of a seat?A table may be reserved for $5,500. Individual tickets are not available for sale. There are 10 seats at a table. The value of a seat for tax purposes, based upon the cost of the meal and entertainment, is calculated at $250.

8. Who plans the event?The event is planned by a subcommittee of the Winston Fellowship Board of Directors. That subcommittee includes ball sponsors, ball guests, and event staff.

9. Are other events held in conjunction with the Ball?Occasionally sponsors will opt to host an event either prior to or following the Ball itself. The Fellowship does not encourage this and has strict guidelines around these events and how they must be managed in order that attendees remain in compliance with ethics rules. Details of these guidelines may be found in the Policies and Procedures attached.


2000 North 14th Street, Suite 780, Arlington, VA 22201Telephone 703-666-8967, Facsimile 703-894-0941

www.winstonfellowship.org [email protected]

2014 H eal t h P oli c y B all Poli c ies a n d Pro c e du res


• Congressional and Administration guests are invited and assigned to tables by the Fellowship and should not accept invitations directly from table sponsoring organizations. Please do not invite or seat any Congressional or Administration guests at your table unless they have been assigned by the Fellowship. Doing so may place these individuals, yourselves, and others in danger of violating ethics rules.

• The Fellowship will identify those government officials who will be invited to attend the Ball.Since the number of government officials invited is determined by the number of seats sponsors donate back to the Fellowship for this purpose, please consider donating a seat at your table to the Fellowship.

• The Fellowship extends Ball invitations directly to government officials and receives their RSVPs.The Fellowship then assigns government invitees and their guests to sponsor tables throughout the room.

• After the Fellowship assigns the government guest to a table, both the table sponsor and the government guest are notified of the seating assignment. The Fellowship cannot, of course, guarantee the ultimate attendance of the government guest and encourages table sponsors to coordinate with the assigned guest(s) prior to the Ball to ensure attendance and to coordinate a meeting place. Prior to the Ball, if the government guest notifies the Fellowship that they will not attend, the Fellowship will contact the sponsor as soon as possible. If the government guest notifies the table sponsor that they will not attend, the Fellowship requests that the table sponsor notify us as soon as possible so that we can attempts to assign another guest to the table.

• If a table sponsor invites a government guest directly, the Fellowship may have to consider withholding an invitation to that sponsor in the future.

• Payment for table reservations is due to the Fellowship by January 10, 2014. T abl e r ese r v a t i o n s t ha t ar e n o t pai d b y Janua r y 10 th will be released to the waiting list.

• Cancellation Policy: Cancellations received prior to November 15, 2013 will not incur a cancellation fee. Cancellations received between November 15, 2013 and December 15, 2013 will be assessed a 15% cancellation fee. For cancellations received between December 16, 2013 and January 10, 2014, a 25% cancellation fee will be assessed. Tables cancelled after January 10, 2014 are not eligible for a refund. Should the cancellation fee not be paid in full before March 1, 2014, the Fellowship may consider withholding an invitation to sponsor a table in the future.

The Fellowship recognizes that some sponsor’s consider hosting parties held in conjunction with the Health Policy Ball. Our policy on sponsor hosted parties is consistent with our policy for the Ball itself.

o Ethics approval for government guests to attend the Ball extends only to the reception, dinner,

and dance hosted by the Fellowship. Table Sponsors who hold a separate event must inform invitees that they should obtain separate ethics approval to attend that event.



October 7, 2013

Dear Stephen:

Planning for the 2014 Winston Health Policy Ball (to be held on February 1st at the Ritz Carlton atTysons Corner) is underway!

Tables are sold on a first come, first served basis and sell out quickly (in just two days last year). We want to assure that all sponsors receive invitations in the same timeframe and have the same opportunity to sponsor a table if they respond quickly.

As a first step in our process, we are emailing you to confirm the contact information we have for your organization. At the end of this email you will find the contact information that we currently have for you in our database.

Please reply to this email indicating whether or not the information is correct. If necessary, please provide corrected information so that we can update our database before sending sponsor invitation letters. If you would like us to remove you from our list, please let us know.

The letters of invitation to organizations that have sponsored a table in the past three years will be sent via E M A IL to both the primary and secondary contact (if any) on October 15th. If you are a recent sponsor and do not receive an invitation to sponsor on the 15th please contact me at [email protected] and I will send your invitation again.

Letters to organizations that have not sponsored in the past 3 years will be sent via E M A IL on October 17th or when 20 tables remain, whichever comes sooner.

We will confirm receipt of your reservation within two business days.

Due to the high level of demand for tables, we are unfortunately unable to hold tables for sponsors pending confirmation of available funds so please ensure that funds are available before October 15. We anticipate a modest increase in table pricing for 2014. Those prices will be available on the Winston Fellowship website Monday, October 7. Please note that reservations cannot be held without the e-signed reservation form.

Your contact information in our database is as follows:

Primary organization contact (person to receive invitation to sponsor and all communication regarding sponsorship):

Stephen Pfister

Senior Vice President, Government Affairs National Community Pharmacists Association 100 Daingerfield RoadAlexandria, VA 22314Phone: 703-638-8200 x1184Email: [email protected]

Secondary Ball Contact, if any: Hailey RayPhone:Email: [email protected]

If we have no secondary contact to list, we strongly encourage you to provide one as a back-up way to communicate with your organization.

Many thanks for your earliest response to this request. We look forward to working with you all again this year.

Lydia Middleton Executive DirectorWinston Health Policy Fellowship

Lydia S. Middleton, MBA, CAE, Executive Director Winston Fellowship 2000 14th Street North, Arlington, VA 22201 703.666.8967 Fax: 703.894-0941 [email protected]

You are cordially invited to the 30th Annual

Winston Health Policy Ball

To benefitThe David A. Winston

Health Policy Fellowship

Saturday, the First of February Two Thousand Fourteen

6:30 pm Reception followed by 7:30 pm Dinner and

Dancing

Black Tie

The RitzCarlton Hotel The Ballroom1700 Tysons Boulevard 5th

Floor McLean, Virginia Complimentary Garage Parking

October 14, 2013

John C. Sassaman, Jr.Chief Counsel & Staff DirectorUS Senate Select Committee on Ethics 220 Hart BuildingWashington, DC 20510

Via Email: [email protected]

Dear Mr. Sassman:

Every year the David A. Winston Fellowship, a 501(c)3 educational organization, hosts an event known as the David A. Winston Health Policy Ball. The Ball serves as both as a networking and public policy discussion opportunity for members of the healthcare industry, as well as a fund raising effort for educational fellowships and scholarships awarded annually to promising young students of health administration to spend a year in Washington governmental positions learning about the health policy– making process.

In past years, we have liaised with your office prior to the event to make you aware that it will be taking place and that the Fellowship will be inviting staff members from Senate offices to the event as guests of the Fellowship.

For the 2014 Ball, which will take place February 1, 2014, at the Ritz Carlton Tysons Corner, I am writing to again request a letter of approval (or the appropriate indication of approval) in advance from your office for those individuals that we invite from the Senate to attend this event.

We believe that this event qualifies as a “widely attended event” under the Senate rules. Attendance at the event will include more than 25 persons from outside of Congress and the event is open to a range of persons interested in the health policy arena. Attendance at the event is appropriate to the representative function of the members and staff because it allows them to meet their colleagues in a collegial setting, as well as to conduct discussions with industry and government personnel involved in health policy about many issues under consideration in the legislative and regulatory process.

For your information I am attaching a fact sheet which details the specifics of the event and should cover questions you may have. However, if this does not provide sufficient information, please do not hesitate to contact me for further information.

I look forward to hearing from you soon in this regard. You can reach my office on 703-666-8967 or by email at [email protected].

Sincerely,

Lydia S. Middleton Executive DirectorDavid A. Winston Health Policy Fellowship


2000 North 14th Street, Suite 780, Arlington, VA 22201Telephone 703-647-7967, Facsimile 703-842-

8463 www.winstonfellowship.org [email protected]

2014 WINSTON BALL FAQ’S

1. What is the nature of the event?It is a networking event and charitable fundraiser.

2. Who is the beneficiary of the event?The David A. Winston Health Policy Fellowship is the beneficiary of the proceeds of the event. The Fellowship is a 501(c)3 organization with an educational mission.

3. Who determines the government guests to be invited?The Fellowship Board and the Ball Planning Committee develop the list of individuals to be invited.

4. Who determines where guests sit?The Ball Planning Committee makes seating assignments

5. How are seating assignments determined?Seats are assigned through a random assignment process.

6. How many people attend the Ball?Approximately 1030.

7. How many of those individuals are government invitees?In 2013 there were 165 government invitees in attendance.

8. Who owns the seat where the government guest is seated?The Fellowship asks sponsors to donate seats back to the Fellowship at their reserved tables, so the Fellowship owns the seats.

9. What is the cost / value of a seat?A table may be reserved for $5,500. Individual tickets are not available for sale. There are 10 seats at a table. The value of a seat for tax purposes, based upon the cost of the meal and entertainment, is calculated at $250.

8. Who plans the event?The event is planned by a subcommittee of the Winston Fellowship Board of Directors. That subcommittee includes ball sponsors, ball guests, and event staff.

9. Are other events held in conjunction with the Ball?Occasionally sponsors will opt to host an event either prior to or following the Ball itself. The Fellowship does not encourage this and has strict guidelines around these events and how they must be managed in order that attendees remain in compliance with ethics rules. Details of these guidelines may be found in the Policies and Procedures attached.



www.winstonfellowship.org [email protected]

2014 H eal t h P oli c y B all Poli c ies a n d Pro c e du res


• Congressional and Administration guests are invited and assigned to tables by the Fellowship and should not accept invitations directly from table sponsoring organizations. Please do not invite or seat any Congressional or Administration guests at your table unless they have been assigned by the Fellowship. Doing so may place these individuals, yourselves, and others in danger of violating ethics rules.

• The Fellowship will identify those government officials who will be invited to attend the Ball.Since the number of government officials invited is determined by the number of seats sponsors donate back to the Fellowship for this purpose, please consider donating a seat at your table to the Fellowship.

• The Fellowship extends Ball invitations directly to government officials and receives their RSVPs.The Fellowship then assigns government invitees and their guests to sponsor tables throughout the room.

• After the Fellowship assigns the government guest to a table, both the table sponsor and the government guest are notified of the seating assignment. The Fellowship cannot, of course, guarantee the ultimate attendance of the government guest and encourages table sponsors to coordinate with the assigned guest(s) prior to the Ball to ensure attendance and to coordinate a meeting place. Prior to the Ball, if the government guest notifies the Fellowship that they will not attend, the Fellowship will contact the sponsor as soon as possible. If the government guest notifies the table sponsor that they will not attend, the Fellowship requests that the table sponsor notify us as soon as possible so that we can attempts to assign another guest to the table.

• If a table sponsor invites a government guest directly, the Fellowship may have to consider withholding an invitation to that sponsor in the future.

• Payment for table reservations is due to the Fellowship by January 10, 2014. T abl e r ese r v a t i o n s t ha t ar e n o t pai d b y Janua r y 10 th will be released to the waiting list.

• Cancellation Policy: Cancellations received prior to November 15, 2013 will not incur a cancellation fee. Cancellations received between November 15, 2013 and December 15, 2013 will be assessed a 15% cancellation fee. For cancellations received between December 16, 2013 and January 10, 2014, a 25% cancellation fee will be assessed. Tables cancelled after January 10, 2014 are not eligible for a refund. Should the cancellation fee not be paid in full before March 1, 2014, the Fellowship may consider withholding an invitation to sponsor a table in the future.

The Fellowship recognizes that some sponsor’s consider hosting parties held in conjunction with the Health Policy Ball. Our policy on sponsor hosted parties is consistent with our policy for the Ball itself.

o Ethics approval for government guests to attend the Ball extends only to the reception, dinner,

and dance hosted by the Fellowship. Table Sponsors who hold a separate event must inform invitees that they should obtain separate ethics approval to attend that event.



October 15, 2013

Megan Ivory Carr 3M1425 K Street NW, Suite 300 Washington, DC 20005

Re: 2014 David A. Winston Health Policy Ball

Dear Megan:

I am pleased to inform you that planning for the 2014 Health Policy Ball is well underway. We anticipate another exceptional turnout for this special event. I am writing today to invite you to sponsor a table this coming year.

Please read these materials carefully as some policies and procedures have changed.

The Ball will be held on Saturday, February 1, 2014 beginning at 6:30 pm at the Ritz Carlton Hotel at Tysons Corner, Virginia.

We are offering thre e levels of sponsorship and each sponsor may purchase up to a maximum of three tables in combinations described below:

Platinum Sponsorship ($15,000) – as a Platinum Sponsor you receive premier placement close to the dance floor for your table seating 10 people. Your sponsorship will be recognized in the program and in signage. Additionally, you will be recognized as a co spo‐ nsor of the post‐dinner reception in the Old Dominion Room. You may purchase up to two Platinum sponsorship tables.

Gold Circle Sponsorship ($11,000) – as a Gold Circle Sponsor you receive a table for 10 people in the first three rows adjacent to the dance floor. Your sponsorship will be recognized and highlighted in the program and in signage. You may purchase up to two Gold Circle sponsorship tables.

Silver Sponsorship ($5,500) – As a Silver Sponsor you receive a table for 10 people. Your sponsorship will be recognized in the program and signage. You may purchase one Silver sponsorship table (but may purchase additional tables at a higher level if you want more than one table).

The Fellowship has succeeded in holding sponsorship costs steady for five years. In 2014 you will note a modest price increase, the proceeds of which will support expanding the Winston

Fellowship's program to include the awarding of ten $10,000 scholarships to promising healthcare policy students.

We expect a high demand for tables and want to make them available equitably. That is why we are limiting the number of tables a sponsor can purchase. We also try to distribute table locations among all of our sponsoring organizations, and so may not be able to assure sponsors that if they purchase more than one, those will be adjacent to each other. Additionally, starting in 2014 we will be treating companies that submit reservations separately but that are under a single corporate umbrella as one company for the purposes of table limitations.

Please reserve your table(s) soon because they sell‐out very quickly. Please follow the link below to reserve your table(s) online. We will send you a confirmation within two business days. If you do not receive one, please check back with us by emailing [email protected] to ensure we received your reservation.

As in previous years, we are offering you the opportunity to host Congressional and Administration invitees and their guest at your table(s). In your reservation, please indicate how many seats at your table(s) (in multiples of two) you would like to donate back to the Fellowship for government guests we will seat with you.

As a table sponsor, we will seek your recommendations about prospective government official invitees. As a reminder, we adhere to government ethics rules and consistent with those rules, all invitations to government guests must be extended solely by the Fellowship. The Fellowship will extend invitations to a broad array of individuals and then assign them to sponsor tables. To ensure compliance with ethics rules, the Fellowship will not fulfill requests for specific government guests to be seated at a particular organization's table. Please do not invite or seat any Congressional or Administration guests yourself, as this may place you and these individuals in danger of violating ethics rules.

We will send printed invitations for non‐government guests in early December and will advise you of which government guests will be seated at your table in late January. Please refer to the Health Policy Ball Policies and Procedures for more information regarding how the Fellowship invites and seats government guests and additional important information about the Ball. If you have any questions or concerns about this process at any point, please feel free to call me at 202‐245‐2959 or Lydia Middleton of AUPHA at (703) 666‐8967.

The form required for reserving a table is at:

Reservation Form (please note that the policies and procedures are included on the second page of the form)

If the above link does not work, please cut and paste this URL into your browser:http://www.surveygizmo.com/s3/1358738/Wi n sto n ‐ Ball 2014 Tabl‐ ‐ e ‐ Reservatio n‐ Form

The policies and procedures are included in the reservation form, but may also be accessedHER E .

If you have any problems accessing the forms, feel free to call Lydia Middleton at (703) 666‐ 8967 or email her at [email protected].

We hope you will join us this year and very much appreciate your support of the Winston Fellowship program. We look forward to seeing you for another enjoyable evening with your colleagues and friends in the industry.

Sincerely,

David C. MainChair, Health Ball Committee

cc. Rita Barghash


2000 North 14th Street, Suite 780, Arlington, VA 22201Telephone 703‐666‐8967 • Facsimile 703‐894‐0941

www.winstonfellowship.org • [email protected]

October 11, 2013

Winston Fellowship Winston Fellowship c/o AUPHA2000 14th Street North, Suite 780Arlington, VA 22201

Dear Fellowship:

The following is the information you will need when completing your tax returns regarding your sponsorship of the Health Policy Ball:

TAX DEDUCTIBILITY STATEMENT2014 Winston Health Policy

Ball Sponsoring Organization:Winston Fellowship

Number of tables:

Total cost of table(s): $0.00

Tax Deductible Portion:

Winston Tax ID Number: 52-1492039

(Sponsor receives $2,500 per table in direct benefit--cost of dinner, etc)

Please let me know if you have any questions regarding the deductibility of your

sponsorship. Sincerely,

Lydia Middleton Executive Director


www.wins t on f e l lowship . org [email protected]

WINSTON FELLOWSHIP DRAFT BUDGET

FISCAL YEAR 2014

BALL

Revenue Budget 2013Projected

YE 2013 Budget 2014Variance from

% Variance from Previous Year

Sponsorships $ 710,000 $ 723,210 $ 766,000 $ 56,000 8%Interest from checking - - - -

Total operating revenue $ 710,000 $ 723,210 $ 766,000 $ 56,000

Expenses$ - $ - $ - $ -

0%

Fellow stipendPayroll taxes - - - -Fringe Benefits - - - -Fellow 403b match - - - -Fellow relocation expense - - - -Fellow travel & meeting registration - - - -Fellowship selection interview travel - - - -Fellow Blackberry/Phone - - - -Temp Help - - - -Non-Fellow Travel / Registration 250 74 250 -Telephone/Conference Call 100 - 100 - 0%Website - - - -Postage / FedEx 250 35 250 - 0%Office Supplies 250 23 100 (150) -60%Printing and Copies 4,000 3,857 4,000 - 0%Hotel (food, beverage, parking, AV) 235,000 238,733 250,000 15,000 6%Miscellaneous Ball (Band, A/V, Flowers, Video) 22,000 19,395 22,000 - 0%Other Miscellaneous Expense - - - -Scholarship and Recognition 2,500 1,263 2,500 - 0%Equipment - - - -Insurance 3,000 2,484 3,000 - 0%Audit and tax preparation - - - -AUPHA Staff Salaries++ - - - -Overhead Support - - - -Rent - - - -

Total operating expenses $ 267,350 $ 265,864 $ 282,200 $ 14,850Changes in net assets from operations $ 442,650 $ 457,346 $ 483,800 $ 41,150 9%

Page 3 2013 BUDGET.xls

2013 WINSTON BALL SCHEDULE OF EVENTS

3:30 pm Lydia & Lucinda meeting in BallroomLydia brings programs for Ritz to place at each setting / sponsor name tents for Lucinda to place on tables Flowers already delivered, and in place

4:00 pm Mike Graves (AV) arrives (if not already there) Fellows arrive at Ballroom for walk through5:30 pm Jaime arrives, Lydia & Lucinda go to change

6:00 pm AV Rehearsal with Band, Mike, Lydia & LucindaPablo Sartor (photographer) arrives, Jaime takes him to Room xxx for Fellow-hosted receptionLydia makes appearance at Fellow-hosted Reception, if possible

6:15 pm Main and Abernethy arrive at Ballroom for walk through

6:30 pm All current and former Fellows arrive at Old Dominion Room for Fellow Recognition Reception Pablo photographs at the main receptionJaime and Lucinda field questions about seating

6:55 pm Pablo moves down to Old Dominion Room to photograph

7:00 pm Bob Rubin welcomes guestsRepresentatives of Thomson Reuters & BCBSA make a few remarks

7:05 pm All current and former fellows gather at back of Old Dominion Room for a group photo

7:30 pm Chimes for dinnerStaff works to get guests into dining room

7:45 pm Program beginsLucinda dims lights to off to signal start of program

7:50 pm Dinner begins

9:00 pm (or when dessert is served to last table)Lydia signals Band to begin playing. Power Point is turned off. Lucinda meets Jazz Pianist in Old Dominion Room

9:30 pm Jazz Bar Opens

11:30 pm Band Finishes in Ballroom

12:00 am Jazz Bar Closes in Old Dominion Room

Important Contacts:Mike Graves (AV): 301-300-7104 Lydia: 571-437-5832Lucinda: 804-263-1961 Jaime: 703-899-6518David Main: 703-283-8320

Pablo Sartor (photographer) 240-381-4939 Freed Photography (office): 301-652-5452John Hall (Millennium band manager) 410-241-7728 David Breeskin (Jazz Pianist) 703-609-3553

September 16, 2013

AGREEMENT FOR PRODUCTION SERVICES

Graves Show Productions (GS), the Producer, and the Association of University Programs in Health Administration (AUPHA), the Client, agree to the following conditions for the engagement of services herein described below:

CONFERENCE: AUPHA 2014 Winston Ball

DATE: Saturday, February 1, 2014

PLACE: Grand Ballroom Ritz Carlton Hotel Tysons Corner, VA

SERVICES: GS will provide, produce and manage on-site specified equipment and labor noted below for the AUPHA 2014 Winston Ball:

Grand Ballroom Video(2) High end LCD projectors rigged from back of room Switching systemLighting(10) Blue LED Up-lighting instruments on drapery Stage wash for bandScenicWall to wall white drapery(2) 9' x 12' Front projection screensOld Dominion Room Wireless handheld microphone on stand CD playerAudio mixer(2) Speakers on stands for additional sound reinforcementLaborTechnicians to set and dismantle

JOB#: 17209

PRICE: $7,850.00+Power charges, if any

PAYMENT SCHEDULE:A prepayment of $3,925.00 is due on or before January 6, 2014

Balance due on or before Saturday, February 1, 2014

OTHER TERMS AND CONDITIONS:J. Client Material Information: To promote quality workmanship and on-time performance by GS, AUPHA will provide GS withthe information and materials necessary for the Producer to create and complete the work.

IJ. Client Cancellation: Uthe Client cancels this Agreement, the Client will reimburse the Producer for all costs anddamages resulting from the cancellation of any contracts that the Producer made in the performance of this Agreement.

Ill. Acts of God Cancellation: If an act of God, terrorism, riots, tabor strikes, fire accidents, illness, litigation, inclement weather,or mechanical or transportation failures, renders the performance of services of provision of materials impossible, the Client or the Producer, as the case may be, upon prompt written notice to the other, shall be excused from performing this Agreement. In such case, the liability of the Client shall not exceed the actual expense incurred by the Producer.

IV. Employee Status and Insurance: GS's personnel working on this project pursuant to this Agreement are not employees of AUPHA. The Producer carries all insurance necessary to comply with the Workmen's Compensation and the employer's Liability laws of the states in which the Producer's work is to be performed.

2000 14th Street North, Suite #780Arlinq VA. .By: W-11de:l.:k: T1 tle: -VI'r- Date:

PRODUCER:Graves Show Productions, LLC 3413 Tanterra CircleBrookeville, MD 20833By: Title: ---------Date: _

CONTRACT #020114FSMILFLO DATE: 02/05/2013THIS CONTRACT is to acknowledge an agreement between AUPHA located in Arlington, VA who is represented by theundersigned purchaser (hereinafter called the “Purchaser”) and Millennium operating as a Band (hereinafter called the “Artist[s]”) represented by Washington Talent, Photo and Video (hereinafter called the “Agent”).WITNESSETH, that the Purchaser contracts the personal services of the Artist[s] to provide entertainment in the form of VarietyMusic according to the following terms and conditions:

Engagement Location: Ritz Carlton Tysons Corner, 1700 Tysons Boulevard, Mclean, VA 22102Date of Engagement: Saturday, February 1, 2014Type of Engagement: Company Party Hours of Engagement: 8:00 PM - 12:00 AM Contract to Include: MillenniumArtist to be set-up by 6:00 PM. .Contract price: $5200.00Terms of Payment: (Please make checks payable to Washington Talent): A deposit of $2600.00 to be returned with one signed copy of the contract by 02/12/2013. Balance of $2600.00 to be paid on or before 01/22/2014.

1. The agreement of the Agent and the Artist(s) to perform is subject to proven detention by sickness, accidents, riots, strikes, epidemics, acts of God, or any other legitimate conditions beyond the control of the Agent or Artist(s).2. The Agent and his representatives shall have access to the place of employment for conferring with the Artist(s).3. Purchaser agrees if Artist is re-booked by Purchaser, directly or indirectly, from the date of execution of this agreement until 24 months after the performance date for this agreement, Agent is to handle all booking arrangements and be entitled to receive a normal booking commission.4. The Purchaser hereby assumes responsibility for his guests, customers, and staff and agrees to maintain conditions that will not inhibit the performances of the Artist(s) nor cause injury, loss or damage to the Artist(s) or their equipment.5. If this contract is terminated or breached by the Purchaser, then the Purchaser will be held responsible for the total amount as stated herein, plusreasonable attorney’s fees and reasonable interest. The parties hereby agree that the State of Maryland shall have exclusive jurisdiction over any claim arising from this agreement.6. The Purchaser in signing this contract or having same signed by a representative, acknowledges his, her or their authority to do so and hereby assumesliability for the terms, conditions and amount stated herein.7. It is understood that the Artist(s) is an independent contractor and is not an employee of the Purchaser or Agent.8. The Purchaser will furnish suitable space for the Artist(s) and provide facilities convenient to electrical power.The Artist(s) must be admitted to the place of engagement 2 hours prior to the starting time, by the Purchaser, or his representative and have complete access to the set-up location.9. The Purchaser authorizes the Agent to replace any or all of the Artist(s) who by illness or for any other legitimate reason cannot perform the servicesprovided for under the contract.

Name: AUPHA Attn: Lucinda FlowersAddress: 2000 14th Street North, Suite 780, Arlington, VA 22201Work: 703-894-0940 Ext: 123 Fax: 703-894-0941If you have any questions concerning this contract please contact your Event Consultant, Steve Shannon, Ext. 110. I have read and understand the above contract and have received a duplicate of the contract.

Accepted by Purchaser (Signer must be 21 years of age or older) (Date) (Print Name)

By (Agent for Artist[s])

CONTRACT AND DEPOSIT MUST BE RETURNED BY 02/12/2013

Visit us on the web at www.washingtontalent.com

THE NEW EXPO·PLU$Event Cancellation Insurance

NEW 2012 COVERAGE HIGHUGHTS

The EXPO-PLU$ Plan is pleased to provide our enhanced new policy form. This policy provides the necessary safeguard that can make the difference between financial success and failure of your important event. EXPO-PLU$ provides comprehensivecoverage for lost revenue and tor additional operating expenses incurred because of an unexpected disruption. You arecovered from the time the premium is accepted until your event Is over. For example, let's say you purchase this protectlonIn April and your event is planned for November. If In July, a hurricane hits destroying the event's venue, coverage would apply avoiding a potential significant flnandalloss.

• Communicable Disease- Limited or Full Options available• Cost of Remedial Action - Underwriters and the representatives will work with you to attempt to remedy and avoid,

where possible, a situation that could result in a dalm under your policy. If this fails and you still suffer a claim the policy limit is still there in full to respond to your covered loss and has not been eroded by the cost of remedial action.

• Insured Commlbnents - In addition to limit of liability up to 20% extra is available for those finandal commitmentsyou have entered into and undertaken by others on your behalf. Let us know If your commitments are greater than 20% and our underwriters will conslder extending this to suit your needs.

• Automatic Worldwide coverage for additional indoor events that are related to your prindple events that are under $100,000 budgeted gross revenue and/or expenses during the policy term.

• Future Marketing Expense - In addition to the policy limit you purchase and without dollar limitation, subject to their approval underwriters and their representatives will work with you to positively promote your future event should a loss occur.

• Golf Event cancellation- if your event Includes a Golf Event, we provide up to $100,000 due to adverse weather should your day be cancelled

• Golf Hole in One- up to $25,000 If you arrange a "prize" for par three hole not less than 175 yards, or 165 for theladles, should you wish to enhance your Goff Event

• Team Building/Recreational Event- any outdoor pre-arranged team building or recreational events solely for the partidpants at the insured event up to 5% of the limit of indemnity or $75,000, whichever Is lesser, should the event be cancelled for reasons beyond your control.

• Emergency Travel Arrangements - up to $50,000 for return of participants back to venue should they become stranded

• Government Requisition of your event venue Is Included In your new policy form• Limited TerTOrism, Including threat - $1,000,000 or limit of indemnity within 250 miles and 100 days of

the event, whichever Is lesser is induded In polfcy. Additional options are available• Hotel Penalty Charge Coverage - provided up to $10,000 if you fall short of hotel room commitment and penalty

Is Imposed by hotel• cancellation, curtailment, postponement, removal to alternative premises or abandonment including enforced

reduced attendance to an ongoing event.• Strikes involving labor, service or transportation results in a reduced attendance or forces you to cancel,

postpone, curtail or abandon your event is covered to the full limit of Indemnity.• Liberalization Clause - if policy form is revised to provide additional coverage without charge, the policy will

automatically provide the additional coverage• Blanket policy can be issued for all your scheduled events and provide coverage up to 36 months in advance of your

events.Personal Property- $175,000 All Risk of direct physical loss or damage at the event site, including whilein transit to and from the event site and $150,000 Physical Loss of Door Receipts.Enforced Reduced Attendance of the Attendees, Exhibitors, etc.

• Auditable policy available, upon request.

The above fs an overview of the policy form and is subject to all the terms, conditions, limitation and exclusions stated in the policy form.

:\tarsh U S. Con•mmcr. a scrvil.:"l" of Sl ahun & Srniltl. Inc.'·W W vtadisnn r et. 12'" llo\ll" • Chic,;;!t1, II (,(}()(li

------------------------------------\_r_ h_,_u_ I \ \_"_\_\_ ' · -'o p_ll_"-"- _t j

$2,364.30 $2,747.70

Marall U.S. Cona11mor, a NMce of Soabury & Smllh, Inc. InCA dlbfa Soabury & Smilh lnsurllriCO Pr011ram Mllnagomcmt CA Ina. Uc.I063300S0 W. Madson Stre.l • Chbgo,lllinois aOCIOtToU Froe: 1-8n 5t-4003 • Phono: 1·312-G7.eooG Fu: 1·312-G7-G172

Premium Quote ProposalQUOTE DATE: 1215/2012

EVENT SCHEDULE PAGE

INSURED: DAVID A WINSTON HEALTH POLICY FELLOWSHIPPLEASE REMIT THIS FORM WITH YOUR PREMIUM PAYMENT

PLEASE CIRCLE DESIRED OPTION OR SPECIFIC EVENT/EVENTS DESIRED

Events

Qmism..1 Limited TeiTOrlsm

FullUmltlwith thntll

250 Miles 1100 Days

Qmlsm.1Full TeiTOrltm

FuiiUmlta with thntll

FuiiUmltl

TRIA ONLY

US EVENTS ONLY

LIMIT:

EVENT NAME:

VENUE:

DATES:

$710,000.00

David A Wmston Health Policy Ball

Ritz Carlton Tyson's Comer Mclean VA 22102

212/2013

$2,044.80 $2,-128.20 $2,399.80

OPTIONS: INCLUDING COMMUNICABLE DISEASECOVERAGE

IMPORTANT NOTE: THIS POLICY IS WRITTEN ON A SURPLUS LINES BASIS AND THE PREMIUM IS SUBJECT TO APPLICABLE STATE SURPLUS LINES TAXES. THE FOLLOWING SURPLUS LINES TAXES AND/OR FEES WILL APPLY TO THE GROSS PREMIUM OF THE OPTION CHOSEN:Surplus Linea Taxes and Fees are due In the state of: VA

Accotding to the Information you have provided us, this placement by law requires that Marsh U.S. Consumer make surplus lines filings, remit taxes and stamping fees.

Applicable Taxes and Fees are shown:Surplus Linea Tax Is calculated as a % of Gross PremiumSurplus Lines Fee calculated as a % of Gross Premium or Set Fee

Percent2.2500%0.0300%

or Fee

$

AI your direction, Marsh U.S. Consumer wil utilize Marsh UK to plac:o this lnsurancu with UndeiWritera at Uoyd's of London pursuant to the Surplus Unos laws. Insurance companies operating under these laws are subject to llmlted financial solvency regulation and do not patlicipate In any state Insurance guaranty fund, which provide limited clalms reimbutsemenl for po/lcyholdOf'l or imolvent Insurance companies. Therefore, utiliZation or an insurance company opensting under surplus linea laws could resun In financial eJCPQsure to you.

Definitions: OPTION 1• Limited Terrorism Full Limits·COVERAGE FOR TERRORISM, UP TO FULL LIMITS, INCLUDING THREAT THAT OCCURS WITHIN 100 DAYS OF THE EVENT AND 250 MILES OF THE VENUE.

OPTION 2 ·Full Terrorism Full limits· COVERAGE FOR TERRORISM, UP TO THE FULL LIMITS, INCLUDING THREAT WITH NO LIMITATION ON TIME & DtSTANCEOPTION 3 • Full Llmlta • 'TRIA' TERRORISM ONLY.

Please note: Full Terrorism and Communicable Disease Options are subject to available aggregates and underwrltera approval at time of binding.

TRIA TERRORISM COVERAGE1. Must bG a "certified act of terrorism" by the Secretary of State of Attorney General2. Bo a violent act dangerous to human lifo, property or lnfnlstructure3. Result In damage WITHIN the United States, an air carrier, vessel or the premises of a U.S. foreign mission4. Bo committed by a person or persons as part of an effort to coorco the civilian population of tho U.S. or lnftupnco thepolicy or effect the conduct of the U.S. Government by coercion.5. Take place prlorto 12131114.

The premium payment constitutes consent to bind coverage for the above insured.PLEASE REMIT THIS FORM WITH YOUR PREMIUM PAYMENT

POLICYHOLDER DISCLOSURE NOTICE OF TERRORISM INSURANCE COVERAGE

You are hereby notified that under the Terrorism Risk Insurance Act of 2002, as amended ("TRIA"), that you now have a right to purchase insurance coverage for losses arising out of acts of terrorism, as defined In Section 102(1) of the Act, as amended: The term "act of terrorismq means any act that is certified by the Secretary of the Treasury, in concurrence with the Secretary of State, and the Attorney General of the United States-to be an act of terrorism; to be a violent act or an act that is dangerous to human life, property, or infrastructure; to have resulted in damage within the United States, or outside the UnitedStates in the case of an air carrier or vessel or the premises of a United States mission; and to have been committed by an individual or individuals, as part of an effort to coerce the civilian population of the United States or to influence the policy or affect the conduct of the United States Government by coercion. Any coverage you purchase for "acts of terrorism" shall expire at 12:00 midnight December 31, 2014, the date on which the TRIA Program is scheduled to terminate or th• cover any losses or events which arise after the earlier of these dates.

YOU SHOULD KNOW THAT COVERAGE PROVIDED BY THIS POLICY FOR LOSSES CAUSED BY CERTIFIED ACTS OF TERRORISM IS PARTIALLY REIMBURSED BY THE UNITED STATES UNDER A FORMULA ESTABLISHED BY FEDERAL LAW. HOWEVER, YOUR POLICY MAY CONTAIN OTHER EXCLUSIONS WHICH MIGHT AFFECT YOUR COVERAGE, SUCH AS AN EXCLUSION FORNUCLEAR EVENTS. UNDER THIS FORMULA, THE UNITED STATES PAYS 85% OF COVERED TERRORISM LOSSES EXCEEDING THE STATUTORILY ESTABLISHED DEDUCTIBLE PAID BY THEINSURER(S) PROVIDING THE COVERAGE. YOU SHOULD ALSO KNOW THAT THE TERRORISM RISK INSURANCE ACT, AS AMENDED, CONTAINS A $100 BILLION CAP THAT LIMITS U.S. GOVERNMENT REIMBURSEMENT AS WELL AS INSURERS' LIABILITY FOR LOSSES RESULTING FROM CERTIFIED ACTS OF TERRORISM WHEN THE AMOUNT OF SUCH LOSSES IN ANY ONECALENDAR YEAR EXCEEDS $100 BILLION. IF THE AGGREGATE INSURED LOSSES FOR ALL INSURERS EXCEED $100 BILLION, YOUR COVERAGE MAY BE REDUCED.THE PREMIUM CHARGED FOR THIS COVERAGE IS PROVIDED BELOW AND DOES NOT INCLUDE ANY CHARGES FOR THE PORTION OF LOSS COVERED BY THE FEDERAL GOVERNMENT UNDER THE ACT.

I hereby elect to purchase coverage for acts of terrorism for a prospective premium of$355.00

I hereby elect to have coverage for acts of terrorism excluded from my policy.I understand that Iwill have no coverage for losses arising from acts of terrorism.

Policyholder/Applicanfs Signature Syndicate on behalf of certainunderwriters at Lloyd's

Print Name Policy Number

DateDAVID A WINSTON HEALTH

POLICY FELLOWSHIP

21/12/07LMA 9011Form approved by Lloyd's Market Association

The Premium for this endorsement is included in the premium shown on the declarations unless a specific amount is shown here.

Additional Premium $-0- Return Premium $-0-

Named Insured:

Policy Number:

Issued by: certain Underwriters at Lloyd's London and certain Insurance Companies

Authorirf /cf-

ed Representative:Date Issued:

THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

Terrorism Inclusion (Time and Distance)

THIS ENDORSEMENT CANCELS & REPLACES THE LIMITED TERRORISM EXTENSION ON PAGE 4 OF THE POLICY

It is understood and agreed that this insurance is to indemnify the Named Insured for their ascertained net loss, as covered under this insurance, should any insured Event(s) specified in the schedule be necessarily Cancelled, Abandoned, Postponed, Interrupted or Relocated, in whole or in part, as a sole and direct result of any cause, occurrinq during the period of insurance, beyond the control of the Named Insured. This includes an ad of terronsm (as defined below) which occurs:

(i) at the Event location(s) or(ii) within a radius of 250 miles from the Event location(s) and with 100 days of the proposed start

date of the insured Event.

Indemnification under this section is limited to $710,000.00.

For the purpose of this endorsement an act of terrorism means an activity that:(i) is commHted for political, religious, ideological or similar purposes and involves a violent act or the

unlawful use of force or an unlawful act dangerous to human life, or tangible property and(ii) is by any person or group(s) of person, whether acting alone or on behalf of or in connection with

any organizatlon(s), but not including a sovereign government (de jure or de facto), and(Iii) appears to be Intended to:

• intimidate or coerce a civilian population, or• disrupt any segment of the economy of a Government, State or Country, or• overthrow, influence, or affect the conduct of any government de jure or de facto by

Intimidation or coercion, or• affect the conduct of a Government by mass destruction, assassination, kidnapping or hostage

taking.

Notwithstanding the foregoing it is understood and agreed that this insurance does not cover any loss, cost or expense directly or indirectly arising out of, contributed to or caused by, or resulting from or In connection with:(i) any fear of a potential act of terrorism,(ii) any threat of an act of terrorism

Unless such threat is confirmed in writing by local or national governmental authorities as having posed or appeared to pose real risk of physical loss or damage or actual bodily injury or death if the event had proceeded, whether or not such risk subsequently proves to have been real or hoax.(iii) any act of terrorism involving a nuclear weapon or device or the emission, discharge, dispersal,release or escape of any chemical or biological agent.

If the underwriters allege that by reason of this exclusion any loss is not covered by this insurance the burden of proving the contrary shall be upon the Named Insured.

In the event any portion of this endorsement is found to be invalid or unenforceable, the remainder shall be In full force and effect.

ALL OTHER TERMS AND CONDITIONS REMAIN UNCHANGED

z

ENDORSEMENT 1OM

ENDORSEMENT 27


GENERAL EXCLUSION - NON-APPEARANCE OF A PERFORMER/CELEBRITY/BAND

It is hereby understood and agreed this insurance excludes any loss arising directly or indirectly caused by or resulting from the failure of any performer/celebrity/band to appear and the cancellation of any Event as a consequence.

If underwriters allege that by reason of this exclusion any loss damage cost or expense is not covered by this insurance the burden of proving the contrary shall be upon the Named Insured.



Additional Premium $Return Premium $

Named

Insured: Policy

Number:

&-Authorized Representative:

Date Issued:

ENDORSEMENT 33


NON-APPEARANCE OF A SPEAKER

It is hereby understood and agreed this insurance excludes any loss arising directly or indirectly caused by or resulting from the Non-appearance of:

If underwriters allege that by reason of this exclusion any loss damage cost or expense is not covered by this insurance the burden of proving the contrary shall be upon the Named Insured.



Additional Premium $Return Premium $

Named

Insured: Policy

Number:

-:1/ -#/tj-Authorized Representative:

Date Issued:

ENDORSEMENT 49


HOTEL PENALTY CHARGES

It is hereby understood and agreed this policy is extended to indemnify the Named Insured in respect of the penalty imposed by the hotel in respect of each hotel room falling short of the Hotel Room Commitment up to a sub-limit of USD10,000 in all.

It is a condition precedent to liability under this policy that:

• The attendance of participants at the Event was not below the Named Insured's estimate, or prior three years average.

• The number of Hotel Room Commitments is not greater than last year's actual, or an average of the last three years actual rooms rented at the host hotel.

• The Hotel Room Commitment rate is not greater than the previous Event plus up to ten percent

Definition:Hotel Room Commitment- The number of rooms the Named Insured reserves for the Event. This commitment is discharged from the Named Insured as they are booked by participants in the Event and the Insurers liability is similarly discharged.



Additional Premium $-0- Return Premium $

Named

Insured: Policy

Number:

Authorized Representative:.Wkf- Date Issued:

ENDORSEMENT 53


COMMUNICABLE DISEASE ENDORSEMENT

It is hereby noted and agreed that:

Notwithstanding Exclusion J (any communicable disease) under Loss Excluded and in consideration of an additional premium of $319.50 being paid, it is hereby noted and agreed with effect from inception, this insurance is extended to cover your irrecoverable expenses and loss of net profit, as insured under this policy, arising from an outbreak of communicable disease.

Notwithstanding the foregoing, it is understood and agreed this insurance does not cover loss arising directly or indirectly from threat or fear of communicable disease (whether actual or perceived).

It is understood and agreed that in any claim and/or action, suit or proceeding to enforce a claim for a loss under this policy extension the burden of proof that the loss is covered by this insurance shall fall upon you.


The Premium for this endorsement is included in the premium shown on the declarations unless a specific amount is shown here. Additional Premium $

Return Premium $

Named

Insured: Policy

Number:

Authorized Representative: kf- Date Issued:

TwenTy-ninTh AnnuAl

HealtH Policy Ball

To BenefiT

tHe DaviD a. Winston HealtH Policy FelloWsHiP

Saturday, the Second of February Two Thousand Thirteen

2013 Draft Program.indd 1 1/15/2013 11:16:21 AM

Health Policy Ball Program

6:30 p.m. – 7:30 p.m.Reception

7:30 pmPresentation of the 2012-2013 Health Policy Fellows: Elizabeth Karan, Swarna Vallurupalli & Yajuan Lu

7:30 p.m. – 9:00 p.m.Dinner

9:00 p.m. – 11:30 p.m.Dancing to “Millennium” in the Ballroom

9:30 p.m. - 11:30 p.m.Jazz Bar in the Old Dominion Room

MenuMixed Green Salad

with Dried Cherries, San Joaquin Gold CheeseTruffle Vinaigrette

* * * * *Braised Beef Short Rib

withSeared Sea Bass

in an Orange Beurre Blanc

* * * * *Crunchy Hazelnut Chocolate Cake

served with Candied Mandarin & Orange Sauce

* * * * *Freshly Brewed Coffee, Decaffeinated Coffee and The Ritz-Carlton Tea Selection


About the Fellowship

The David A. Winston Health Policy Fellowship is a distinguished postgraduate fellowship in health policy. The Fellowship was established in 1987 to commemorate the contributions and personal commitment of David A. Winston who, for 20 years, played a significant role in shaping American health policy at both the state and federal levels.

The purpose of the Fellowship is to provide a unique opportunity for promising students to learn about the political system through direct exposure to the roles of both the public and private sectors in health policy development. The Fellowship provides a monthly stipend and related expenses for a 12 to 16-month period starting in June of each year. The Fellowship presents a unique opportunity to learn and develop experience through systematic exposure to individuals, organizations, associations, and coalitions in both the private and public sectors. The distinguished Fellowship Board of Trustees selects the Fellows and helps to assure the quality of the experience.

In addition to the Fellowship experience, the Winston Board also funds ten graduate-level scholarships per year awarded to students in health policy. The scholarship program recognizes student excellence and achievement based upon the applicant’s record and recommendations from faculty and colleagues. Students are awarded $5,000 each and attend a day-long Health Policy Symposium hosted by the Winston Board.

The Health Policy Ball was initiated by David Winston in 1985 as a social gathering among friends and colleagues in the healthcare field at the beginning of each new year. In his memory, the Ball has become the principal annual fundraising event for the Fellowship and related programs established in his name.

The Fellowship is a non-profit organization that is governed by a Board of Trustees and is administered by the Association of University Programs in Health Administration (AUPHA).

For more information on the Fellowship please visit: http://www.winstonfellowship.org.


2013 Health Policy Ball Sponsors3M AARPAB+M Partners AcademyHealthAdvanced Medical Technology Association

(AdvaMed)AllerganAmerican Academy of Ophthalmology American College of Cardiology American College of Radiology American Health Care Association American Heart Association American Hospital Association American Medical AssociationAmerican Physical Therapy Association American Society for Radiation Oncology America’s Health Insurance Plans Amerigroup CorporationAmgenAPCO Worldwide Applied Policy Arnold & Porter LLP Ascension HealthAssociation of American Medical Colleges Association of University Programs in Health

AdministrationAstellas Pharma USA, Inc. Avalere HealthAvenue Solutions Bavarian Nordic, Inc.Baxter Healthcare Corporation BlueCross and BlueShield Association Bristol-Myers Squibb Company Capitol Counsel LLCCatholic Health Association Chandler Chicco AgencyConsumer Healthcare Products Association Cook MedicalCubist PharmaceuticalsDeloitte Center for Health Solutions Dobson DaVanzo & Associates, LLC Drinker Biddle & Reath LLP EdelmanEmblemHealth Express Scripts, Inc.Federation of American Hospitals Foley Hoag LLPGlover Park Group Golden Living Greenberg Traurig, LLP

Healthcare Leadership Council HealthSouthHillCo HEALTH Hogan Lovells US LLP Humana, Inc. IntralignJohnson & Johnson Kaiser Permanente Latham & Watkins, LLP The Lewin Group, Inc. Lilly USA LLCManatt, Phelps & Phillips, LLP Marwood Group & Co. McDermott Will & Emery LLP Medicaid Health Plans of AmericaMedical Device Manufacturers Association Medtronic, Inc.Mehlman, Vogel, Castagnetti, Inc. Merck & Company, Inc.The Moran CompanyNational Association of Community Health

Centers, Inc.National Association of Manufacturers National Community Pharmacists Association Nelson Mullins Riley & Scarborough LLP Novartis CorporationNovartis Pharmaceuticals Corporation Otsuka America Pharmaceutical, Inc. Patton BoggsPfizer, Inc.Pharmaceutical Care Management Association

/ Nathanson+HauckPhRMAPowers, Pyles, Sutter & Verville, PC Price Waterhouse CoopersSidley Austin, LLP Smith & Nephew, Inc. SNR Denton US LLP St. Jude Medical, Inc.Strategic Health Policy International, Inc. /

Amplify Public Affairs LLCSunovionTenet Healthcare Corporation Teva PharmaceuticalsThorn Run Partners Truven Health Analytics Turner & Goss LLP VHA, Inc.WalgreensWinston Fellowship


Platinum SponsorsA very special thanks to our Platinum Sponsors who have provided significant support to both the Ball and either the Fellows’ Reception prior to the Ball or the Jazz Bar After Party.

Fellow Reception Sponsors:Blue Cross and Blue Shield Association

Truven Health Analytics

Jazz Bar Sponsors:Aetna Inc.

AmgenAvalere HealthHillCo HEALTHHumana, Inc.Lilly USA LLC

Sidley Austin, LLPWalgreens

Gold Circle SponsorsA special thanks to our Gold Circle Sponsors who have provided their significant contribution to the Fellowship, enabling us to continue to grow and develop the programs and offerings of the Fellowship.

AARPAmerican Hospital Association American Medical Association

America’s Health Insurance Plans Amerigroup Corporation

Amgen Applied Policy

BlueCross and BlueShield Association Capitol Counsel LLC

Cubist Pharmaceuticals

Express Scripts, Inc.Federation of American Hospitals Golden LivingHealthcare Leadership

Council Kaiser PermanenteThe Lewin Group, Inc. Marwood Group & Co.

Merck & Company, Inc.

PhRMASt. Jude Medical, Inc.

Strategic Health Policy International, Inc. / Amplify Public Affairs

LLC Turner & Goss LLP


20-Year SponsorsThe David A. Winston Heath Policy Fellowship is proud to be celebrating its 29th year of hosting the Health Policy Ball. The Ball has become a premier event in the Washington health policy community, and we remain grateful to our sponsors who have continued to support us year after year. The following sponsors have supported the Ball for 20 years or longer. Those with an asterisk have achieved 20-year status in 2013.

AARPAdvanced Medical

Technology Association (AdvaMed)

American Academy of Ophthalmology American Hospital Association American Medical AssociationBaxter Healthcare Corporation * BlueCross and BlueShield Association Bristol-Myers Squibb Company Catholic Health AssociationDrinker Biddle & Reath LLP *

10-Year Sponsors

Federation of American Hospitals Hogan Lovells US LLPHumana, Inc. Johnson & Johnson The Lewin Group, Inc. Lilly USA LLCMerck & Company, Inc. PhRMA *Turner & Goss LLP VHA, Inc.

The following organizations have sponsored the Health Policy Ball for 10 years or more. Those with an asterisk have achieved 10-year status in 2013.

Aetna Inc.American College of Cardiology America’s Health Insurance Plans AmgenArnold & Porter LLP Association of American Medical

Colleges Avalere

HealthCapitol Counsel LLC EmblemHealth EdelmanGolden Living

Greenberg Traurig, LLP Healthcare Leadership Council Kaiser PermanenteLatham & Watkins, LLP McDermott Will & Emery LLP *

Medtronic, Inc.Novartis Corporation Patton Boggs * Pfizer, Inc.Powers, Pyles, Sutter & Verville, PC Strategic Health Policy International,

Inc..


2012-2013 Fellow ProfilesElizabeth “Issie” Karan, JD, MPHElizabeth comes to the Winston Fellowship after completing her juris doctorate and master’s of public health in Public Health Administration and Policy at the University of Minnesota. Previously, Elizabeth received her bachelor’s of science with honors in Biology and Political Science from the University of Wisconsin. While at the University of Minnesota, Elizabeth was selected as the American Society of Law, Medicine & Ethics Student Award winner and completed over 100 hours of volunteer legal services. Elizabeth’s enthusiasm for health policy stems from her desire to improve the lives of those impacted by the health system.

While at Minnesota, Elizabeth focused on health law, health policy, and public service. She was a staff member and Managing and Research Editor for the Minnesota Law Review and served as the Community Service Coordinator for the Women Law Students Association. During law school, Elizabeth volunteered on public service projects related to asylum law, mental health advocacy, and interned for Judge Schiltz of the US District Court. She spent a semester studying international law at Tilburg University in the Netherlands. She also worked with Professor Ralph Hall to develop his health law compliance capstone course and with Professor Lynn Blewett on comparative health systems research. She graduated with honors and her thesis, “Churning under the ACA: a New Spin on an Old Problem,” was selected as the best master’s project of her graduating class.

Elizabeth’s work experiences have provided insight into law, health policy, and her career goals. She clerked with Kaplan, Strangis and Kaplan where she gained a keen attention to detail but also learned that corporate law was not her passion. Elizabeth sought experience in public service and took a position with the Minnesota Department of Health and Human Services. There she worked with the legal management division and the licensing division on issues ranging from immigration law to eligibility determinations to criminal background investigations. At the Department, Elizabeth saw health policy in action and found value in serving the public. Elizabeth also clerked with the legal department at the Cleveland Clinic. At the Cleveland Clinic, she saw the challenges of health law compliance for providers and gained exposure to patient care. Elizabeth believes that these experiences fostered her passion for health policy and public service.

Currently, Elizabeth is working with the majority staff of the Senate Finance Committee’s health team. She feels honored and privileged to work with her inspiring colleagues and to be a Winston Fellow. She wishes to express her deepest appreciation to the Winston Board for their insightful advice and

support. She also thanks the health policy community for supporting the Winston Fellowship.



2012-2013 Fellow Profiles2012-2013 Fellow ProfilesYajuan Lu, JDYajuan Lu is a native Beijinger and an American-trained attorney. Yajuan developed an interest in health policy while pursuing a bachelor’s degree in Biomedicine & English at Peking University in Beijing, China. She later expanded that interest by pursuing legal studies at the University of Pittsburgh School of Law with a concentration in their Health Law Certificate Program.

Before serving as a Winston fellow, Yajuan had shown her ability to take up leadership roles in various settings. She was elected as the President of the Pitt Health Law Society while obtaining her juris doctorate degree, and was selected as one of the three recipients of the Pitt Law Alumni Association award in 2012. Yajuan expanded her horizons in the area of health law through internships at the University of Pittsburgh Medical Center and North Penn Legal Services.

Prior to devoting herself to the study of domestic health policy, Yajuan worked exten- sively on global health issues. In 2010, she received a research grant from the Center of Global Health of University of Pittsburgh to conduct research on Chinese migrant workers’ healthcare seeking behaviors. She conducted a study in the metropolitan area of Beijing through interviews with over 300 immigrants. Yajuan later worked at the legal department of the Pan American Health Organization, regional office of the World Health Organization, headquartered in Washington, D.C. There she focused on legal matters arising out of international healthcare transactions. Former Dean and Professors of Pitt Law have commended Yajuan for her resourcefulness, self- reliance, and her ability to combine social, scientific, policy, and legal perspectives across national and cultural boundaries.

Yajuan is an active member of the Asian Pacific American Bar Association D.C. Chapter, where she and her husband, Alan Leung, have volunteered and provided mentorship for D.C. law students.

Yajuan started her placement as a health policy fellow at Senator Grassley’s office in September 2012. She has been learning from and working with the Senator’s Health Policy Director, Rodney Whitlock, Ph.D. Yajuan describes her experience as “baptiz- ing by the holy fire of health policy” over the past few months as she assists with the development of an entitlement reform project.

Yajuan expresses her deepest thanks to the Winston Board of Trustees for selecting her as a 2012-2013 David A. Winston Health Policy Fellow. It is because of the thoughtful guidance of the Board, and particularly, her mentor, Chip Kahn, that she is able to work alongside inspiring leaders and effective and passionate members on important healthcare legislative matters. When it comes


to teamwork and caring for your coworker as family, Senator Grassley’s office sets the gold standard.

2012-2013 Fellow Profiles


Swarna Vallurupalli, MPH-HP, JD, LLMSwarna comes to the David A. Winston Healthy Policy Fellowship after completing her master of public health, health policy in St. Louis. During graduation ceremo- nies, Swarna was presented with Outstanding Student in Health Policy Award and was inducted into the Delta Omega Honor Society. Swarna also was awarded Great Distinction during her oral competency exams.

While completing her degree, she served as the President of the Graduate Students in Health Policy Association as well as the President of the Academy Health Student Chapter. In both of these roles she worked to enhance the student experience by starting a research program for health policy students, restructuring a career launch panel, and coordinating student-faculty events. Swarna also served as a Graduate Research Assistant in which she worked with faculty members on Alzheimer’s issues, diabetes research, and provided assistance with departmental matters.

Swarna also completed an internship with the Association of Maternal and Child Health Programs (AMCHP) during her time in school. The internship served as an introduction to Washington’s health policy world.

Swarna graduated from Vanderbilt University Law School where she also received a certificate of specialization in Law and Business along with her juris doctorate degree. She attended Vanderbilt on an Honor’s Scholarship. During law school, Swarna served as a research assistant for Professor Jeffrey Schoenblum and worked on issues related to estate planning and taxation. While in law school she served as a member of the school’s Honor Council and as the President of the South Asian Law Student’s Associa- tion. Swarna also received her LLM in Taxation from New York University School Law.

Swarna’s undergradute degree is from the University of Chicago where she graduated with both general academic honors and honors in Economics. Her graduate thesis focused on the effect of deregulation of the electricity industry on consumers. While at the University of Chicago she was inducted into the Maroon Key Society for her leadership and scholarship. Swarna was on the Dean’s List and served as a student leader during Orientation and was the Co-Chair of Senior Week for her class. She also volunteered at the student crises center.

Swarna expresses her deepest appreciation and gratitude to the Board of the Winston Fellowship for selecting her as a Fellow. With the Board’s support and encouragement, she accepted a placement with the Senate Finance Committee’s tax team. She would like to thank everyone who has taken the time to make her fellowship year an exceptional one: the Board, everyone who took the time to speak with her this summer, and the members of the Finance majority staff on the


tax team. She would like to extend a special thank you to Meghan Taira for her hard work as Fellowship Chair, Chris Jennings for his exceptional mentorship, and Dean Rosen for his help and guidance.


2012-2013 Fellow ProfilesWinston Fellow Alumni2011-2012Miraya JunLondon School of EconomicsJennifer SchmitzerCHF International

2010-2011Catherine OakarUS Dept. of Health & Human ServicesErin RichardsonCommittee on Ways and Means, US Congress

2009-2010John Barkett Extend Health, Inc. Devon TrolleyUS Dept. of Health & Human Services

2008-2009Andrew RoszakNational Association of County and CityHealth OfficialsKelly WhitenerUS Senate Committee on Finance

2007-2008Elizabeth LeeUS Dept. of Health & Human ServicesTanchica TerryUS Dept. of Health & Human Services

2006-2007John RiggUS Dept. of Health & Human ServicesMartin SobelMarwood Group

2005-2006Mayra AlvarezUS Dept. of Health & Human ServicesJay KhoslaOffice of Senator Orrin G. Hatch

2004-2005Katie (Baker) StarkeyAlbert Einstein Healthcare NetworkRachel NuzumThe Commonwealth Fund

2003-2004Diana (Birkett) Rakow Group Health Cooperative Chad ShearerPrinceton University

2002-2003Meghan TairaOffice of Senator Charles E. Schumer

2001-2002Rochelle ArchuletaAmerican Hospital Association

2000-2001Sybil RichardWalmart Optical

1999-2000Jason OrmsbyAtlas Research, LLC

1998-1999Deborah MizeurClinical Herbalist & Nutritionist

1997-1998Suzanne YurkUS Dept. of Health & Human Services

1996-1997Anna FallierasGeneral Electric Company


Winston Fellow Alumni1995-1996Kara (Morgan) Adams Plano West Senior High School 1994-1995J. Douglas KnoopHealthstat, Inc.

1993-1994Brad L. HansenBrick, Gentry, Bowers, Swartz, Stoltz, & Levis, P.C.

1992-1993Rosann GeiserAssociates for LifeUniversity of Wisconsin Oshkosh

1991-1992John MeurerMedical College of Wisconsin

1990-1991Christina BethellOHSU & The Child and Adolescent Health Measurement Initiative

1989-1990Roslyne (Weiner) SchulmanAmerican Hospital Association

1988-1989Jereen M. (Mackesy) Gilbert

Winston Scholar AlumniBeatrice Abiero, Pennsylvania State University Olanrewaju Akintujoye, Yale University Cheline Alkire, U. of Washington–Seattle Krutika Amin, U. of North CarolinaLauren Anderson, Columbia University Phillip Berger, University of Missouri Carlye Burd, Columbia University Lauren Carr, University of WashingtonAsha Cesar, The George Washington University Judy Chang, University of WashingtonRebecca Chimis, University of Michigan Mariana Cotlear, Columbia University Elizabeth Donerwicz, Cornell University Danielle Doughmam, U. of North Carolina Andrea Ducas, Columbia UniversityColin Goldfinch, University of Washington Annie Goldsand, Arizona State University Justine Haimi, Cornell UniversityLindsey Hayes, U. of North Carolina Amber Hsiao, Columbia University Erynne Jones, University of California,

LA TaeSoo Kim, Columbia UniversityArtem Kopelev, Yale UniversitySarah Lash, George Mason University Johanna Lauer, University of Michigan


Catherine Liao, University of North Carolina Russell Montgomery, Johns Hopkins Univ. Paul Myoung, University of Washington Asha Natarajan, Saint Louis University Robert Nelb, Yale UniversityCatherine Oakar, University of Michigan Danica Orsino, University of IowaAngela Palermo, University of North Carolina Myisha Patterson, New York UniversityEric Rodriguez, University of Michigan Artair Rogers, Georgetown University Jennifer Schmitzer, Yale UniversityJill Schondebare, University of Pennsylvania Michael Schulenberg, U. of St. ThomasErin Shigekawa, University of Michigan Michelle Sonia, University of North Carolina Theodore Svornos, Columbia University Erica Tibbals, The George Washington Univ. Kelli Todd, The University of IowaEli Tomar, University of California, LA Asher Turney, Meharry Medical College Namrata Uberoi, University of FloridaSara Vaezy, University of Washington–Seattle Samantha Wellerstein, Univ. of California, LA Willow Yonika, Columbia University

2013 Ball CommitteeDavid C. Main, Chair

Nelson Mullins Riley & Scarborough LLP

David S. AbernethyEmblemHealth

Cybele Bjorklund Committee on Ways &

Means US House of Representatives

Glenna M. Crooks Strategic Health

Policy International, Inc.

Margaret D. GarikesAmerican Medical Association

Patti R. GoldmanAmerican Hospital Association

Julie L. GoonCommittee on Energy & Commerce

Lydia S. MiddletonExecutive Director

2013 Board of TrusteesDean A. Rosen, Chair

Mehlman Vogel Castagnetti, Inc.

Joseph R. Antos, TreasurerAmerican Enterprise Institute

Cybele Bjorklund, Secretary Committee on

Ways & Means US House of Representatives

David S. AbernethyEmblemHealth

Glenna M. CrooksStrategic Health Policy International,

Inc.

Karen L. FrissEli Lilly and Company

Margaret D. GarikesAmerican Medical Association

Julie L. GoonCommittee on Energy & Commerce

US House of Representatives

Chris C. JenningsJennings Policy Strategy, Inc.

Charles N. Kahn, IIIFederation of American Hospitals

Stephen N. KeithWell Street Urgent Care

Paula LantzGeorge Washington University

Susan Nestor LevyAscension Health

David C. MainNelson Mullins Riley & Scarborough LLP

Rachel S. NuzumCommonwealth Fund

Jason D. OrmsbyAtlas Research LLC

Meghan D. TairaOffice of Senator Charles E. Schumer

Susan L. Winston

Winston Fellowship Staff


Lydia S. Middleton, MBA, CAEExecutive Director

[email protected] / (703) 894-0940 x131


Documents

· Web view2012-2013 Fellow Profiles. 2012-2013 Fellow Profiles. 2012-2013 Fellow Profiles. 2012-2013 Fellow Profiles. ENDORSEMENT 53. ENDORSEMENT 53. ENDORSEMENT 49. ENDORSEMENT