State of the Association

1. State of the Association ROA Revitalized An American National Security Asset Presented at the ROA National Council and leaders Conference Washington, DC March 19, 2018 Jeff Phillips Executive Director

2. The end state and the strategy • ROA Purpose (expressed as an end state): “ROA supports and promotes the development and execution of a military policy for the United States that will provide adequate national security.” • ROA Mission: “Be the professional association of choice for reservists from all seven uniformed services, RC veterans, and their families by serving as an effective and financially secure organization shaping government policy on national security and reserve issues, and delivering high-quality products and services to nationwide network of members that meet their professional, financial, and family needs.”

3. The strategy's ways • Build on progress; implement the 2017-2022 ROA Strategy: • Increase revenue and decrease expenses. • Influence legislation and military policy. • Grow membership. • Provide quality products and services. • Improve strategic communication. • Stay true to the spirit of our founding purpose.

4. Increase revenue and decrease expenses ROA’s financial strength increases: • FY 2019 budget programs an operational surplus of $133,542. • Cash on hand (28 Feb 18) is $588K: Cash flow is forecast to remain positive throughout FY19, with FY19 yearend cash (less $128K restricted for MMB maintenance projects) at $670K: a strong start for FY20. • ROA’s contingency fund has $652K available for use at Excom approval. • FY18 revenues down $167K from FY17, largely because of $600K in FY17 Douthet donation, timing of $180K insurance surpluses, and increased FY17 international program revenues. This $600K was partially offset by $433K in membership, MMB, and TotH revenues. • FY18 expenses up $54K from FY17 due to HJR Scholarship expense and TotH commissions.

5. Increase revenue and decrease expenses ROA’s financial strength increases (cont’d): • Monthly $7,247 internal loan payment replaced $22K TD Bank loan. • Fund portfolio under sound management; trailing 12-month yield: 9%. • TotH revenues up $138K; second part-time Condor staffer on board. • Since its December launch, the Pershing Society has raised $105K in donations and pledges.

6. Increase revenue and decrease expenses In process: • Developing comprehensive development campaign: annual, high-donor and estate giving, Pershing Society, industry partners, capital campaign. • “Partnership with American Business” web-based career success portal bringing ROA corporate sponsor funds and member services. • Excom members fulfilling $1,000 “give or get” required by ROA Strategy. Not yet done: • STARs board of directors determines its “give or get” obligation, is effectively raising funds as part of ROA STARs comprehensive campaign. • STARs board fills 1 Excom member vacancy, up to 5 non-ROA vacancies. • STARs board chairman elected to replace co-chairs Sweeney and Phillips.

7. Influence legislation and military policy ROA’s focused value proposition paying off with concrete action and increased influence: • SBP-IDT pay equity passed into law.  • Continuation pay for those completing 8-12 years passed into law. • Selective Service expanded to women in SASC, S. 2943, FY17 NDAA. • Did not pass but did result in a commission being established to make recommendations to Congress. • RC FEHBP-like health care pilot program in SASC, S. 2943, FY17 NDAA. • Study directed to review options for establish options. • Better mgt. of wait times in MTFs study included in H.R. 4909, FY17 NDAA. • Study directed when ROA identified this problem during an “invitation only” House panel. • Monthly columns in The Hill exert legislative and policy influence.

8. Influence legislation and military policy Priorities: • Confer veteran status on RC members for purposes of federal hiring preference after 180 cumulative days on active duty versus consecutive days on active duty. • “DD 214” type of statement for Reserve Components. • National Defense Authorization Act of 2018. • Key point: Legislation isn’t a one-shot deal; ROA staff works the Hill and the Administration in DC; ROA members work continuously in the districts and whenever in Washington. Legislation and policy reform are marathons . . .

9. Grow membership • $303,494.36 term and life rebates sent to 26 depts; $41,494.88 to 2 depts is in process; $192,068.21 ready for remaining depts upon compliance. • Term and associate memberships up every month since April 2017; term up 13% since then. • National conventions now scheduled two years out. • Term memberships expire at FY end – 31 March; auto-renew. • Depts & chapters may download and “re-enlist” expiring members. • Working w/USAFR HQ at their request to enhance ROA access, set stage for more success with other services. • ED expanding SC Dept. success with USAR Ambassadors, CASAs, . • Willing & able depts./chapters get “tiger team” help with best practices. • ROA HQ provide guidance on use of rebate money for dept consideration.

10. Provide quality products and services • Bringing the right products to membership and effectively marketing select products (student loan repay, temp care, cancer). • (Re)Invigorating program offerings: • AY 2018-19 Henry J. Reilly Scholarship program underway; up to 20 $2,500 scholarships awarded in June (vocational, undergrad, grad). • Sponsor-funded Defense Education Forums on RC-related topics. • ROA.org continual improvements for improved utility. • New programs: • USAA Visa and American Express credit cards, financial and insurance products. • STARs Foundation successfully pilots Reserve School Kit; now expanding. • Developing add’l products with Mercer (medical prescription assistance). • Partnership with America (in development) would offer comprehensive RC employment and career success tools (job search, mentoring, access to financial aid).

11. Improve strategic communications Communicating the value proposition. • Improved comms throughout ROA rebuilding trust, confidence. • Reserve Voice twice each month to 24,000 emails. • ROA.org now has three special interest groups. • Earned media – Three opinion pieces in The Hill, with monthly column, only national military assn to have regular media “ink.” • Facebook strong (12,189 reaches on 10/11/17 possibility of new WWII Army dress uniform post (3,000 higher than peak reach in July); avg non-Early Bird gets 500-2,000 views). • ROA “Unreserved” blog active with compelling content. • Enacting Communications Committee draft comms plan. • Draft FY19 budget accommodates social media assistance.

12. The ROA Value Proposition ROA’s Purpose from its charter: To support and promote the development and execution of a military policy for the United States that will provide adequate national security. ROA’s focus on its unique value proposition: Expertise on the nation’s Reserve Components . . . – Is driving us toward owning the RC space.

13. State of the Association Questions?

14. Jeffrey Phillips Executive Director Comm Dir Lani Burnett Programs, HR, Operations Chief of Staff John Rothrock Legislation & Military Policy Condor Communications ToTH MNPC Development Linda Cooper Office Administration SmithBucklin Accounting & Finance ROA Organizational Chart as of March 19, 2018 ROA Employee Part-Time Outside Contractor Intern Bldg Engineer Wright Mechanical Sea Services Rothrock Diane Markham Director, Admin & Membership Army To be hired Air Force Susan Lukas IT Design Data Tracey Ware MbrSvcsMgr Intern vacant