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Chocolate, Football, Golf, Education, and Networking…Sign Me Up!!

ISAE is looking forward to a great convention in South Bend on July 15th & 16th. This year’s Convention is packed with great opportunities to network, have fun and gain valuable knowledge. With activities that will revive you and education that will sustain your association professionalism, it is a win-win event!
Who should attend? All association professionals! No matter what level you are at in your association, you work with members and this makes you a vital member of your organization. The ISAE Annual Convention is your chance to mingle with fellow association professionals while keeping up on association industry trends. Go ahead and find out who will be speaking, get all of the golf outing details and check out the agenda. After that, don’t forget to register for the 2009 ISAE Annual Convention and reserve your hotel room.
Early Bird Deadline is July 1st!

Culture Club
Corporations and associations alike know that culture is an important component of their business, but many leaders cannot explain what culture means beyond a fluffy definition. As professionals it is important to take the idea of “culture” to the next level. Yes, we know that culture outlines how things are done in an organization, what is acceptable and what employees/members need to do to be successful, but have each of us considered how our cultures came to be and what function they serve?
Most leaders don’t sit down and map out their organizations culture. There may be values laid out but often times the culture doesn’t support these things. Why is that? Culture is developed over time based on leaders’ actions. Employees look to their leadership to determine what is important or accepted behavior. They look at what their leaders pay attention to, how they allocate their resources, what behaviors they reward, punish, support or ignore, etc. Therefore, it is important to consider how each decision you make can positively or negatively alter your organizations culture. As we often hear, actions speak louder than words.


Networking: June 4th
5:05 Club! No Reservations! No Program!
Created to offer ISAE members a FREE opportunity to meet in a casual setting in order to foster relationships with each other, share knowledge or simply unwind!! Come to enjoy conversation and cocktails with old friends or to make new friends. There is no need to register, simply show up and have fun. We look forward to seeing on the deck at Rick’s!
Where:
Rick’s Boatyard Café, 4050 Dandy Trail, Map
Time:
5:05 p.m.-???
Cost:
FREE!!!!!
New Member Orientation: June 4th
Do you know all of the benefits your ISAE membership offers you? Whether you are new to the family or have been around a while you should know what benefits come with your ISAE membership. On June 4th prior to the 5:05 club event ISAE will have our first new Member Orientation. The session will go over the history, mission, committee involvement opportunities, and free benefits of ISAE. The orientation is free and a great way to meet other ISAE members. Directly after the orientation we will all head over to Rick’s Boatyard Café for appetizers and drinks!
Where:
Indiana Bankers Association, 6925 Parkdale Place, Map
Time:
4:00 p.m. – 4:45 p.m.: Introductions & Orientation
4:45 p.m. – 5:00 p.m.: Depart for 5:05 at Rick’s
Cost:
FREE!!!!
Breakfast: June 10th
Leading From Any Level
In order to remain competitive, successful companies realize they must have great leaders at every level of the organization. Great leaders are not born, they are made!
This inspiring, upbeat presentation is filled with concrete techniques, principles and take-home applications that provide attendees with the essential skills that every successful leader requires to lead at any level of an organization.
Jeff Wolf, one of America's most dynamic speakers, will be presenting Leading From Any Level. He is recognized as one of the top executive coaches in the country. A highly sought-after management consultant, his strategic focus in solving both corporate and human issues has earned him consulting raves from national firms.
Where: University Place Hotel & Conference Center, 850 W Michigan Street, Map
Time:
8:00 a.m. - 8:30 a.m.: Registration & Networking
8:30 a.m. – 9:15 a.m.: Breakfast & Conversation
9:15 a.m. – 10:00 a.m.: Presentation by Jeff Wolf
10:00 a.m. – 10:15 a.m.: Hotel Tour & Prize Drawing
Cost: $30: ISAE Members; $45 Non-Members
CAE Hours: Domain Leadership; 1 Hour


As we begin the journey through the second half of this year we suggest that you take a moment to reflect over the last six months. Where did you predict that you, your staff, or your association would be now? What challenges were you prepared to face and which were you afraid to prepare to face? Most of us are so used to planning for the future that we forget that we have the most to learn from the path we have already traveled. By taking a quick glance over where you have come from you will be able to better predict where you need and want to be in the future.
“I love the man that can smile in trouble, that can gather strength from distress, and grow brave by reflection”
Thomas Paine


TIGTA: IRS Needs to Crack Down on Non-Filing Charities
By WebCPA Staff
The Treasury Department’s Inspector General for Tax Administration is urging the IRS to ensure better compliance by tax-exempt organizations that don’t file their tax returns.
TIGTA has released a report recommending that a comprehensive, documented strategy is needed to focus the IRS’s effort on improving compliance by non-filing charities. Even though they are technically tax-exempt, such organizations are generally required to file an annual information return with the IRS. The IRS recently revised its Form 990 to require charities and other types of nonprofits to reveal more information about matters such as executive compensation. TIGTA said in its audit report that it believes steps could be taken by the IRS to more fully identify and address tax-exempt non-filers.
“The filing of required tax-exempt organization returns in a timely manner is critical to increasing the ability of taxpayers to accurately view the operations of tax-exempt organizations and make contribution decisions,” said the report.
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TIGTA acknowledged that the Exempt Organizations function within the IRS’s Tax Exempt and Government Entities Division has taken many actions to identify non-filers and obtain delinquent returns.
However, TIGTA believes that the division's Exempt Organizations function needs to develop a documented non-filer strategy that could allow it to evaluate and improve case selection criteria to ensure that cases with the best potential for affecting the non-filer population are selected, and allocate sufficient resources to work on the cases. The IRS could also develop specific indicators to identify non-filers.
The commissioner of the Tax Exempt and Government Entities Division responded that Exempt Organizations officials plan to evaluate the memorandum of understanding for collection services with the Small Business/Self-Employed Division and consider whether changes are needed. The commissioner stated that it would be more effective to concentrate on educational activities rather than to immediately begin work on TIGTA’s recommendation to determine how best to use Small Business/Self-Employed Division data.
While educational activities are important, TIGTA said it continues to believe the Exempt Organizations function should also concentrate on filing compliance by improving its current non-filer efforts. For example, the IRS should conduct analyses on its current non-filer cases to determine the reasons for non-filing, the impact of delinquent return notices, and other non-filer trends.

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Serving His Country: Jim Zieba, Executive Director of the Indiana Optometric Association will be deploying to Afghanistan this summer where he will serve as the command judge advocate for a brigade. Jim is a lieutenant colonel in the Army National Guard. He will deploy for one year. If you would like to reach him while he is on tour, email him at james.zieba@us.army.mil. Best wishes from your ISAE family!

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Nexus Hospitality Acquires The Adams Mark , Indianapolis: Indianapolis, IN - Nexus Hospitality Management, creative leaders in the hospitality experience, acquired the Adams Mark Hotel in Indianapolis featuring 407 guest rooms, 35,000 sq ft of extensive meeting space and multiple restaurants. Nexus has a vision for the property with evaluation and renovation plans already begun to upgrade the overall experience, with a strong emphasis on the food and beverage outlets. Nexus is also currently in discussion with several upscale franchises for potential conversion
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The Tenant-In-Common Association (TICA) Announces Name Change to the Real Estate Investment Securities Association (REISA)
The Tenant-In-Common Association (TICA) has announced it will change its name to the Real Estate Investment Securities Association (REISA). The name change will be effective June 1, 2009.
TICA was formed in 2003 to promote and support those involved in the fractional ownership or tenant-in-common industry. The new name, REISA, reflects the broadened scope and mission of the association to include all real estate securities. This transition will position the association to expand its role and emerge as the leading association serving the securitized real estate investment industry.
“Over the past year, we have seen a trend towards our members offering more alternative products. Therefore, REISA will be a more accurate reflection of our current membership’s product offerings and allow us to expand our membership to all those individuals in the securitized real estate business,” said Bill Winn, president of TICA. “As REISA, we will offer more educational opportunities to our members to help them in all facets of their business.”


Sitting for the CAE in 2010? Get signed up to attend the FREE study sessions for the CAE exam. Whether you plan to take the exam in 2009 or 2010 it is never too early to start studying. ISAE has set the dates for the fall 2009 study sessions. Make sure to mark your calendar and let the ISAE staff know if you plan to attend.
Where:
Tau Kappa Epsilon Fraternity Headquarters,
8645 Founders Road, Map
Time:
4:00 p.m. – 6:00 p.m.
Dates:
Tuesday, October 13, 2009
Tuesday, October 27, 2009
Tuesday, November 10, 2009
Test Dates:
Friday, December 4, 2009
Friday, May 1, 2010


Leigh Ann Allen
Sigma Theta Tau International
550 W. North Street
Indianapolis, IN 46202
(317) 634-8171
leigh@stti.iupui.edu
Referred by Tom Popcheff, CAE
Hidi Guthrie
University Plaza Hotel
3001 Northwestern Ave.
West Lafayette, IN 47906
(765) 497-8723
hguthrie@universityplazahotelwl.com
Matthew Gutierrez
Tau Kappa Epsilon
8645 Founders Road
Indianapolis, IN 46268
(317) 872-6533
mgutierrez@tke.org
Referred by Kevin Mayeux, CAE
Joseph Gurule
Tau Kappa Epsilon
8645 Founders Road
Indianapolis, IN 46268
(317) 872-6533
jgurule@tke.org
Referred by Kevin Mayeux, CAE
Mark Henderson
Indiana Soybean Alliance
5730 West 74th Street
Indianapolis, IN 46278
(317) 347-3620
mhenderson@indianasoybean.com
Art Logsdon, Private Consultant
6850 Fox Lake Court
Indianapolis, IN 46278
(317) 876-3058
ebanks142003@yahoo.com
Jim Scovell
Tau Kappa Epsilon
8645 Founders Road
Indianapolis, IN 46268
(317) 872-6533
jscovell@tke.org
Referred by Kevin Mayeux, CAE
Nathaniel Sheppard
Tau Kappa Epsilon
8645 Founders Road
Indianapolis, IN 46268
(317) 872-6533
nsheppard@tke.org
Referred by Kevin Mayeux, CAE
Tony Shouse
Spotlight Speakers & Entertainment, Inc.
P.O. Box 236
Carmel, IN 46082
(317) 815-9160
onstage@spotlightwww.com
Kelly Stillman
Ward Management Group
10293 North Meridian Street, Suite 175
Indianapolis, IN 46290
(317) 816-1619 ext. 102
kstillman@wardmanage.com
Referred by Michael Ward, CAE
Peter Wagner
Holiday Inn North and Caribbean Cove Indoor Water Park
3850 DePauw Blvd.
Indianapolis, IN 46268
(317) 871-5627
pwagner@genhotels.com
Referred by Catherine Horn


How deep is your talent pool?
Does searching for the right candidate make you want to jump off the deep end? These days available positions are a hot commodity and when you post an opening you are getting flooded with applicants. The search can quickly become over whelming. The key is to strategically place your open positions where you will locate qualified applicants with applicable skills, experience, and education. When posting a position on the ISAE website you tap into a unique captive audience of association professionals providing you with the ideal opportunity to find the perfect candidate.
One of the many benefits of ISAE membership is our job listings area on the Web site. ISAE members can place their position on the Web site for free, providing access to job seekers interested in working for associations and nonprofits. Click on the following link http://www.isae.org/sections/jobs.php to view current listings. If you have a listing you would like to have posted or want to know more, contact the ISAE staff at kvoorhest@isae.org.

Business Intelligence-Collecting it, Using it, Defining Trends
This webinar will focus on the concepts of Business Intelligence, a term that is frequently used but rarely fully understood by most organizations. Learn the keys to understanding Business Intelligence, what benefits it can provide your Association and where to begin with using it. Special attention will be paid to Key Performance Indicators that relate specifically to Associations.
Michele is a Project Manager who is responsible for data analysis, data conversion and implementation. She joined the InterDyn BMI iMIS team in December of 2006. Her prior experience includes 7 years at an Accounting software firm specializing in Project Management, Implementation, Training and Customer Support.
When:
June 10th, 2009
Time:
Noon CST
Presenter:
Michele Boerger
Cost:
$49


It is more important than ever to create networks of professionals that support the association profession and the professionals that it is made up of. If you are currently an ISAE member and know someone that could benefit from professional growth through value packed education and networking, as well as saving money on must attend programs then encourage them to join ISAE!
Check out the website for a complete list of benefits that ISAE offers to our members. Click on the following link to download a 2009 ISAE Membership Application.

This month the section of focus for the Knowledge Brokers section of the website is the professional development area. This section of Knowledge Brokers allows ISAE to post valuable tools and handouts from different seminars and programs that provide growth to association professionals. Check out what we have posted and if you have an article, handout or power point presentation that you feel would benefit your fellow ISAE members please pass it on to Katie Voorhest. This section provides numerous tools to help you run a more seamless organization, and it is a FREE benefit with your membership!
The Knowledge Brokers area is a great resource. Please help us keep it stocked with materials that ISAE members can use to support their organizations by forwarding your policies/materials to Katie Voorhest.

Would you like to reach more than 500 association professionals? If so, then join your fellow members and advertise in the monthly publication of Synergy! If you are interested in advertising in Synergy with your own banner ad, please contact Katie Voorhest
The rates are as follows:
Animated banner ad - $200 per ad/per month
Place ad for three months or more and receive 20% discount.
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