Its Wednesday morning

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Its Wednesday morning!

• What did you learn yesterday?
• Do you have any burning questions to ask?
• If youre worried about the back to school
  speech youve been asked to give, we can help
  you! Copies of sample speeches were passed out
  as you came in. Please feel free to use them as
  you address your members and potential members!

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Pillar - Dues Dollars

• Karen Struemph, CPA
• MNEA Director of Finance and Operations

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MNEA Support

• MNEA Web site (Tools You Can Use)
• CALL ME!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
• Local Financial Handbook
• Contact information page 7

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2008-2009 Focus

• Top 10 Items for Financial Security
• Procedures Manual
• Local Dues Collection Pilot

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Top 10

• Top 10 Page 11
• Checking account
• Financial reporting
• Training
• Governance Processes Policies

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Top 10 Checking Account

• Page 27-30
• Requirements (page 28)
• EIN
• Dual signatures or approval
• DONT sign blank checks!!!!!!
• No cash withdrawals or ATMs
• Pre-numbered, sequential checks
• Direct deposit of dues checks
• Authorized signers
• Change when officers change
• Change passwords
• Bank statement Reconciliation
• Preparation Review Distribution
• 2 people

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Top 10 Financial Reporting

• Bank statements at a MINIMUM
• Regular distribution
• Officer hesitation

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Top 10 - Training

• Summer Academy Friday A.M.
• Regional Office Training
• NEA Training
• Online Training

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Top 10 Governance

• Procedures Manual
• Bylaws

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Top 10 Procedures Manual

• Fiduciary responsibilities
• Checking account controls
• Budget
• Member expenditures
• Financial reporting
• Audit
• Document retention
• Scholarship
• IRS reporting

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Local Dues Collection

• State pilot
• Importance of budget
• Importance of reviewing activity

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Internal Revenue Service

• Filing Requirements (page 44-48)
• 990 changes

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Donations/Scholarships

• MNEA charitable fund processes (page 58)

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Pillar - Structure

• The Timeline for Action your friend and guide
  for success as a president!

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Timeline for Action

• Calendar of the years events
• Helps you plan ahead
• Forms
• Phone numbers
• Contact information

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Digging in to the Timeline

• With your group, review the pages assigned
• Assign a reporter to let the larger group know
  what you discovered
• Highlight important information from other groups

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Effective Building Reps

• Planning your work
• And Working Your Plan!

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Successful Locals

• To be a successful local, you must have effective
  Building Reps
• Building Reps need training
• Contact your local UniServ Director about the
  training

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Successful Building Reps

• The key to being a successful Building
  Representative is preparation. How well your
  reps know your members, the structure and
  operation of your local Association, your basic
  responsibilities, available resources and proven
  methods are all-important factors in determining
  your locals effectiveness.
• Your UniServ Director awaits your call!

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Building Reps are your foot soldiers.

• Their role as a Building Representative (also
  known as an Association Representative), in its
  most elementary form, is to organize, facilitate,
  communicate and to carry the torch.

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Remember, your building reps

• Motivate members
• Answer questions
• Therefore, you dont have to do
• all of the work!

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Break time!

• 1015-1045 Make sure that you take time to
  visit Expo for ideas and free stuff!

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Effectively using these days

• Communicating with members here
• Networking with other officers
• Planning meeting on Friday
• Opportunity to share whats been learned
• Opportunity to plan next steps with your UD
• Thinking about what happens after your term
  identifying new leaders
• Keynote session format and questions to ask

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Well see you after the keynote!

• Lunch
• Governance District Meetings
• Opening session
• Reconvene here at 415

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Making the Connection -From the Capitol to the
Classroom

• Otto Fajen
• MNEA Legislative Director
• otto.fajen_at_mnea.org

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Are you thinking of sitting out this election?
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Why do we care who is elected?

• Should they have great hair?
• Do we want them to be nice?
• Someone I'd like to have a beer with?

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Why do we care who is elected?

• Public policy matters...
• Especially to you and your local!

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Imagine... a legislature that supports...

• Fair and adequate funding
• Protecting local funding
• Collective bargaining

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Or we could have...

• MSTA anti-bargaining bill
• vouchers
• merit pay mandates
• tax funding cuts
• more NCLB

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Does it matter to youand your local?

• You make the call!

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Capitol Action Days for 2009

• February 4
• Feb. 11-Gov. Dist. 4
• Feb. 18-Gov. Dist. 2
• Feb. 25-Gov. Districts 1 5
• March 4Gov. Dist. 3
• March 11-Gov. Dist. 8
• April 1- Gov. Dist. 6

• April 8-Gov. Districts 9 12
• April 15 Gov. Dist. 9
• April 22-Gov. Dist. 10 MNEA Retired
• April 27 Gov. Dist. 7
• May 6 Gov. Dist 11 MNEA Retired

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08
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Why get involved?

• What did you hear in the general session, or
  from Otto or during the last legislative session
  that would move you to get involved in the 2008
  election?

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Identifying pro-public education candidates

• Questionnaires
• In-district members measure the candidates on
  education issues
• Present recommendations to MNEA PAC
• MNEA PAC accepts/rejects local decision and
  determines level of support

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• Campaign Goals
• Federal and State Goals
• Primary and General

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Federal Goals

• Primary Choice of Ballot
• Elect recommended Congressional Candidates
• General
• Elect a pro public education president
• Elect recommended Congressional Candidates

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• Recommended Congressional Primary Candidates

CD 9 Judy Baker
CD 2 Byron DeLear
CD 7 Richard Monroe
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Federal Goals

• Primary Choice of Ballot
• Elect recommended Congressional Candidates
• General
• Elect a pro public education president
• Elect recommended Congressional Candidates

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Pro Public Education President

• 79.8 of the Representative Assembly
  delegates overwhelming voted to recommend Barack
  Obama for the Presidency

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• Recommended Congressional Candidates for
  General Election

CD 9 Judy Baker
CD 9 Judy Baker
CD 6 Sam Graves
CD 2 Byron DeLear
CD 5 Emanuel Cleaver
CD 1 Lacy Clay
CD 3 Russ Carnahan
CD 4 Ike Skelton
CD 7 Richard Monroe
CD 8 Jo Ann Emerson
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Goals for State Government

• Elect a pro-public education governor
• Increase number of pro-public education Senators
• Increase number of pro-public education members
  in the Missouri House

08
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Measure the Candidates

• 1.Strengthen Public Education
• ? Increase funding
• ? Fight vouchers and privatization
• ? Full funding of education mandates

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3
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Measure the Candidates

• 2.Respect School Employees
• ? Legislate a fair CB process
• ? Compensation/benefits to attract and retain
• ? Fund ongoing training programs

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Measure the Candidates

• 3.Maximize Student Learning
• ? Close the achievement gap
• ? Provide early childhood
  education
• ? Reduce dropout rate

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Measure the Candidates

• 4. Ensure Childrens Health and Safety
• ?Protect children from bullying
• ? Access to health care for all children
• ? Rate pre-kindergarten childcare
  facilities

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Statewide Candidates

• Governor Jay Nixon
• Lt. Governor Sam Page
• Secretary of State Robin Carnahan
• Treasurer Clint Zweifel

08
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Measured Senate Candidates

• SD 5 Robin Wright Jones
• SD 7 Neal St. Onge
• SD 15 James Trout

08
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Measured House Candidates

• Primary Only - Bold
• Primary with General Election
• www.mnea.org/gr/recommendations.htm
• Next PAC meeting August 16

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What can you do right now?

• 13 Days to the Primary
• Vote
• and

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Christy
Sue
Melissa
Julia
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Plan for the general election

• Regional Meetings (Presidents, GRT, PAC, MNEA-R
  and staff)
• Sept 8 K.C.
• Sept 9 Columbia
• Sept 15 Joplin/Carthage
• Sept 16 Springfield
• Sept 17 Poplar Bluff
• Sept 18 St. Louis

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Ending the day

• Tonights the Picnic in the Park dont forget
  your meal ticket!
• Tomorrow morning bright and early at 830!