Transcript COVER PAGE/TITLE - American Association of State Colleges

Millennium Leadership
Initiative (MLI)
AASCU President
Muriel A. Howard
• Since 1999, AASCU has provided a range of support services to MLI.
For the first nine years, services included support from the Divisions
of Leadership Development and Membership Services, Finance and
Administration and Communications. Coordination and staff
support for the MLI Institute was provided by AASCU Director of
Meetings, Rosemary Lauth, and Danita Young, Program Manager.
All thought leadership including program coordination, protégé
curriculum, and mentee relations was provided by the presidential
volunteers of the MLI Executive Steering Committee.
• In 2008, MLI was fully integrated into AASCU. AASCU increased its
investment in MLI by providing the salary for the new Executive
Director. Danita Young also remained on part-time assignment
from AASCU reporting to the new Executive Director.
• Support services to MLI expanded to other AASCU divisions due to
the success and growth of the MLI program. Total number of
graduates = 424 and campus membership = 56 institutions.
ADMINISTRATION & FINANCE
SUPPORT OF MLI
IT Services and Support
Overall services and support: Telephone and voicemail, Internet access, firewall and antivirus protection, color and black & white
copying, scanning and printing, file backup and restore, equipment protection from electrical disturbances, integration between
website and membership database.
Specific services and support:
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Provide PC, printer and laptop support, upgrades and maintenance
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Provide software support, and upgrade
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Provide personal devices support (tablets and mobile phones)
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Network resources support and maintenance (Servers, backup, email, printing, scanning)
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Provide meeting support (testing, setup, troubleshooting, file transfer)
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Develop online forms for MLI
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Develop Crystal reports to allow MLI committee to review submitted applications
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Provide ongoing support for the MLI application database single sign-on integration with iMIS database
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Prepare online registration forms for annual MLI Meeting
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Assist with any problems pertaining to online registration.
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iMIS software training including set-up, registration, committees, etc.
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Run MLI annual dues invoices in iMIS.
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Develop and test MLI-related complex queries in Access and Crystal Reports
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Respond to helpdesk tickets (MLI online forms or reports (content updates, problems with the copier, downloading patches
and/or updates on the PC, PC/laptop troubleshooting with Gladys)
ADMINISTRATION & FINANCE
SUPPORT OF MLI
Human Resources Services & Support

Employee hiring support as needed (July 2012)
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Maintain insurance: healthcare, dental, and vision for MLI staff
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Maintain retirement plans for MLI staff
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Maintain life insurance plans for MLI staff
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Process and sort all mail
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Process all requests for office supply purchases
Accounting & Administration Support
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Process all bills for payment including proper authorization
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Maintain staff timesheets
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Process payroll for MLI staff (2 part-time persons)
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Administer all payments to vendors for MLI meetings
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Receive and deposit all revenues for MLI
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Maintain and submit monthly financial reports
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Prepare and respond to all audit questions related to MLI*
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File all federal and state forms including payroll, sales tax exemptions, etc.
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Administer meetings contracts for MLI
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Consult on budget preparation
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Review budget to actual spending
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Maintain investments for fund balances
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Meet with MLI to discuss financial issues and concerns

Provide facilities support services (i.e. trash pickup/recycling, cleaning services)
COMMUNICATION SUPPORT OF MLI
 Edit, write, rewrite all documents for external purposes
 Preparation of print work (nomination and application forms,
evaluations, ads, invitations, flyers, new letterhead, awards art,
mobile app images)
 Maintain and update website
 Created web graphics
 Train personnel
 Handle social media postings
 Consultation & problem solving for all communications concerns
and issues
ACADEMIC LEADERSHIP & CHANGE
SUPPORT OF MLI
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Prepare and present presentations at MLI Institute
Network with conference protégés
Review vitas, letters, applications for protégés
Counsel protégés for prospective positions
Correspond with and discuss issues with protégés
MEETINGS & MEMBERSHIP
SUPPORT OF MLI
 Monitor and support part-time staff on a day-to-day basis
 Make hotel arrangements (room blocks, technical support,
catering, billing, etc.)
 Review & sign invoices, bills, and check requests
 Provide logistical support for speakers and faculty
 Provide input to budget for meetings
 Provide on-site meeting support
 Serve as liaison with HR in support of staffing needs
 Prepare annual report to AALI for grant funding and follow up
report
 On-site management overseeing search committee to hire support
staff
GOVERNMENT RELATIONS
SUPPORT OF MLI
 VP advises several protégés
 VP and staff coordinates and manages all of the curriculum content
and logistics for the Working with Congress session for MLI
Institute, including on-site visits with Congressional leaders
• AASCU has provided financial services for all of MLI’s
revenues, expenditures and investments since 1999. All of
MLI’s financials run through AASCU’s audited financial
statements.
• In addition to salary and benefits, AASCU divisions now
provide approximately $175,000 per year in in-kind support
services. In 2102, MLI began to cover the annual personnel
costs for Adrienne Vincent, Part-Time MLI Program Associate.
MLI SUMMARY OF OPERATIONS
MLI Actuals - Historically
Actual
2008
Total Revenue
2009
2010
2011
2012
2013
209,764
294,336
289,946
283,880
287,821
327,389
928
93,309
94,237
63,963
145,185
209,148
80,646
115,063
195,709
77,775
125,304
203,079
82,776
157,094
239,870
127,306
117,130
244,436
Indirect Cost Recovery- Historical 1
Total Expenses
34,000
128,237
18,000
227,148
16,000
211,709
18,000
221,079
23,416
263,286
18,886
263,322
REVENUE OVER (UNDER) BEFORE
ALLOCATION
81,527
67,188
78,237
62,801
24,535
64,067
CUMULATIVE INVESTED AMOUNT
230,424
311,951
379,139
457,377
520,178
544,713
ENDING FUND BALANCE
311,951
379,139
457,377
520,178
544,713
608,780
EXPENSES
Total Salaries & Benefits
Total Other
Total Direct Expenses
1
The historical indirect cost recovery rate was 20% of MLI meetings expenses.
Expenses Incurred in
Support of MLI:
Communications
Academic Leadership & Change
Member Services
Finance & Administration
Gov't Relations
Total Add'l Expenses
15,500
5,650
24,390
122,113
15,500
5,650
24,390
122,113
15,500
5,650
24,390
122,113
15,500
5,650
24,390
122,113
15,500
5,650
24,390
122,113
15,500
5,650
24,390
122,113
9,450
15,300
1,575
5,850
6,525
5,175
177,103
182,953
169,228
173,503
174,178
172,828
RECENT CHANGES IN AUDIT REQUIREMENTS
• AASCU Board has fiduciary responsibility for all AASCU financial
data, including MLI.
• AASCU Board has oversight and must approve:
o Investments
o Withdrawals from investments
o Budgets
• Audit procedures now require Board minutes to reflect these
approvals
• Variances in revenue and expenses between AASCU reports and
MLI reports have been identified by the AASCU auditors
• If the variance is significant, AASCU could be cited for material
weaknesses
AASCU LEADERSHIP PROGRAMS
• AASCU leadership programs are presented in this brochure.
All of our programs have been approved by the AASCU Board
and are regularly reported on at board meetings.
• All programs are designed to complement each other in terms
of curriculum, format, recruitment and annual schedule.
• Program support services are coordinated by the Vice
President of Leadership Development and Member Services
to avoid conflicts and duplication.
MLI EXECUTIVE
STEERING COMMITTEE (ESC)
The MLI Executive Steering Committee (ESC):
• Advises the Executive Director on the services and activities of the
MLI
• Advises the Executive Director on the goals and direction of MLI
• Advises the Executive Director on financial goals and expenditures
• Serves as MLI Institute faculty
• Advises MLI protégés
• Assists in the recruitment of new MLI members, faculty and
mentors
• Selects each MLI protégé cohort
MLI ORGANIZATIONAL
STRUCTURE
AASCU SENIOR LEADERSHIP
GOING FORWARD …
• Integrate MLI financial practices with those of AASCU, including:
o All financial and budgeting processes and procedures
o Board approval of expenditures
• MLI Executive Director and staff will participate in the new budget
training cycle.
• AASCU CEO will meet with committee annually or as requested by
committee chair.
• Update Executive Steering Committee Bylaws to reflect the 2008
integration of MLI into AASCU.
FY14 BUDGET