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Page 1: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

2002N ational Convention

M inutes

Page 2: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place
Page 3: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

2002N ational Convention

Minutes

August 8-11,2002 Ft. Lauderdale, Florida

Page 4: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

F o r e w o r d

The Minutes o f a Theta Tau Convention are the private business o f the Fraternity. Therefore, they should be kept in a safe place and should be read only privately by members o f Theta Tau. They are for members only.

The Minutes become a permanent record o f the Convention proceedings and o f official actions taken by the Fraternity including Resolutions, Policy and Amendments to the Constitution, Bylaws, and Ritual.

The Grand Scribe must accept responsibility for any factual or typographical errors which may appear in these minutes. It would be appreciated i f any such errors were called to her attention promptly.

This copy is loaned to

Page 5: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

T a b l e o f C o n t e n t s

C onvention R oster............................................................................................................................ ...

C onvention Schedule..................................................................................................................... viii

Convention M inutesFirst Session, Thursday, August 8 ,2 0 0 2 ...................................................................ISecond Session, Friday, August 9, 2002....................................................................2T hird Session, Saturday, August 10 ,2 0 0 2 ............................................................... 2Final Session, Sunday, A ugust 11, 2002....................................................................5

Reports to the Convention1.1 G ran d R eg en t................................................................................................................... 71.2 Executive D irec to r.......................................................................................................111.3 Grand T reasu re r.............................................................................................................171.4 Constitution Bylaws & Ritual Committee R ep o rt.................................................191.5 Educational Comm ittee R eport.................................................................................. 191.6 Technology Comm ittee R eport..................................................................................201.7 Recruitm ent Comm ittee R eport.................................................................................211.8 Resolutions Comm ittee R eport..................................................................................23

Sum m ary o f CelebrationsO pening D inner.....................................................................................................................26Convention Awards B a n q u e t........................................................................................... 26

AddendumEducational P rogram s..............................................................................................back

Page 6: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

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Page 7: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

C o n v e n t io n R o s t e r

E x ec u tiv e C ounc il G rand R egent G rand V ice Regent G rand Scribe G rand T reasurer G rand M arshal G rand Inner G uard G rand O uter G uard Student M em ber D elegate-A t-Large E xecutive D irector

G len W ilcox, O m ega ‘90Justin W isem an, X i B e ta ‘95Janice L . W iitala, O m icron ’90M ark R. Janssen, O m ega ’88M ichael D . L ivingston, G am m a Beta ’92M arco B ianchini, X i Beta ‘67Chris S tockm an, X i Beta ‘97A ndrew Cline, D elta G am m a ‘02L ee C. H aas, R ho ‘62M ichael T . A braham , E psilon Beta '92

P a s t G ra n d R e g en ts D ean W . Bettinger, T au ’81

R e g io n a l D irec to rs A tlantic Central G reat Lakes G reat Lakes Southern W estern

A rthur M . Partin, T au ’84 Jam ie J. M arch, O m icron ’99 G eoffrey C lark, Ph i B e ta ‘98 Ryan M . C anning, Io ta G am m a ‘01 Brandon J. Satterw hite, M u '98 G uy C. R ooker, II, Chi ‘98

E d ito r in C h ie f , T h e G ear o f The la Tau■ M ichael T . A braham , E psilon Beta ’92

Robert E . Pope, Z eta ’52

D eleg a tes a n d A lte rn a te sC h a p te r D elegate A lte rn a teA lpha M atthew M ichaelis A lexander A nnenB eta N o t Presen tZeta D avid B o iys E lizabeth H am byM u M ichael R odriguez C hristopher T uckerX i R yan L enerz B enjam in FischerO m icron K evin Brow n A dam SteggeP i Tam ara Sandy JungK imR ho John C ooper, Jr. John PergersonSigm a A nthony Cornell John EsterlyTau Christopher D entU psilon Im ran C hunaw alaP hi Jason G ray T revor OsbornC hi Jason C uny S aeed SurhioO m ega T erry K lein W illiam BitterG am m a B eta M ehdi D erdouri A nton G elm anE psilon B eta T on i M artinovskiIo ta B eta M elba Cantu H enry D om browski

K appa B eta C asey D unagan Patrick Tow nsendLam bda B eta N o t PresentN u Beta D evri Schum acher T odd T adychX i B eta R ussell Senior, Jr. G abriel H arshm anO m icron B eta Shaun M oore Jerem y RhodesP iB e ta N ot PresentR ho B eta A drienne Y eager C had FalcoSigm a B eta N o t P resen tTau B eta Jonathan N erger Judah Epstein

Upsilon B eta R onald A shlem an C hristian Burres

P h i B eta N icholas Rivera D an M aslach

C hi B eta A ndy T alicska R ick Shum ate

P si B eta A d am M arin ik Stacey Kelley

O m ega B eta M ichael M cG rath K eith V an Sise

D elta G am m a N icholas V an D e Veire Isaac Roll

v

Page 8: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

Colony R ep resen ta tives

A lum ni

E psilon G am m a Phillip Saltzm an Z e ta G am m a W illiam BrandenburgE ta G am m a C hristopher M uldrowTheta G am m a R eid Bronson Io ta G am m a K risten Lutz K appa G am m a Stuart K ardian L am bdaG am m a Jo n N u tte r

S.U .N .Y. a t BuffaloJam ey V ann

M ontana TechJennifer Olsen

S.U .N .Y. a t Bingham tonS teven B rew er

U niversity o f P ittsburgh a t Johnstow n -

D rew Barth, Phi S tephanie B ienhow ski, Ph i Beta Peter Checklick, T au John C iesliga, E psilon Beta Jessie C orbett, X i Philip Frederick, P h i B eta Ju lia Fritze, E ta G am m a Jeffrey G laspie, Io ta G am m a A ndrew D. H ayden, Rho John K oss, Sigm a Colleen Lennep, K appa Beta Jessica M artin , K appa Beta T ina M aurer, Ph i Beta D avid M cC all, K appa G am m a W illiam M cK ercher, K appa Beta Bob M iller, O m icron Stephanie N ow ak, Ph i Beta Suzie Paden, Rho Beta Shanna Render, Phi Beta G reg Sloan, P i Beta T iffany Stabel, T au Beta Scott Taylor, Rho Philip W aligora, T heta G am ma Juli W hitehead, P i Beta M ark W isneski, U psilon Beta Dana W ortm an, Pi Rachel Zaj ano, E psilon G am ma

B enjam in Roorda C hristopher G ilm er B ayly W heeler D avid A lpert

Jon H oppel

B rian G riffiths

E van K estenbaum

P resent

Page 9: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

A d d itio n al S tu d e n t M em bers P resent

M u Je rem iah Tosh

X i M elissa C isew ski Sam uel G rebe Sejin Im K atie M einecke Jeannine W ashkuhn

P i L eonardo Som era

R ho P h illip D enton

P h i W illie K arashin W ade M cM illan A dam Reiner

E psilon B eta M ario Cassar W illiam G am bill A n thony R eale

Io ta B eta Je ffB a u m g a rd n e r M ichelleG ushm an E arl M ason M aria M urillo N ath an S ienkiew icz

K ap p a B eta M icah A dam s A m ar A m in B rian D eck Jam es Findley B rennan Fulton Stephenie G ann C asey N ew som Steve Porter

E lizabe th Scanlon E rin W ahlers

X i B eta Scott D ow ney Y usuke Sakai

O m icron B eta K ev in K uzniar W ilson Lee

R h o B eta C heri B orruso A lex ia Finotello C arm en M azzant

P h i B eta Stacee H atfie ld

D an M alene L inda Robinson B em ie Theisen

C h iB e ta N icholas BaileyJerem y Bechtol N eil Hunt A m y Lynch Bethany Stelnicki

P si B eta R obert K elley

O m ega Beta Jam es G odsil

D elta G am m a Rachel BashA aron Crem ona

Zeta G am m a G race Chapm anM onica C iocan M ike Colligan Sean-Paul Ferrera John Livingston Jam es Pike E m ily Stange Julie V ance Jeanette W illis

E ta G am m a A ndrew Cam pbellEm ily Johnson V ickey Payne D ana Shier

Theta G am m a Jam es M ellentine M atthew O lsofsky Suzanne Rauch Jeffrey Tervol

Io ta G am m a M att G rim mN iki Johnson Larry K ram er G ayle Lew in K im O verberg Erik Peterson

K appa G am m a K im berly D espain

L am bdaG am m a Jam esB lack C hris Lew is

D onelle A nglin Sara HenkeLisa B oa trigh t D ebbie JanssenK atliy B ren t E lizabethO lsenSuzie B row n D eboraW ilcoxN ic o leC la rk Ienn ife rY ostB renda H aas

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Page 10: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

C o n v e n t io n S c h e d u l e

Thursday, August 89:00 AM G olfO uting

10:00 AM Registrationto 2:30 PM Credentials & Interviews E

11:30 AM Ice Breaker

2:30 PM Convention O rientation and Parliamentary Primer

3:00 PM Opening Convention Session- Opening Ceremony E- Grand Regent Report- Executive Director's Report- Chapter Oral Reports

6:00 PM Opening Dinner- Introduction o f Outstanding Student M embers- A lum n iH allo fF am eIn d u ctio n- ChapterA w ards

8:30 PM Creating your Chapter Leaders- Chapter Officers Workshops

Intercoastal

10:00 PM Chapter Presentations

Friday, A ugust 9

8:30 AM The Keys to Success in College and Beyond John Spence, Campuspeak

9:00 AM Airboats and Alligators, Everglades Holiday Park

9:45 AM Second Convention SessionExecutive Council Nom inations

10:15 AM Building Your Chapter’s Foundation Professional Development, Service,Risk M anagement, Conflict Resolution

12:00 noon Etiquette Lunch, M aria Everding

1:30 PM Creating Your Chapter Blueprint Running an Effective Lock-in Chapter Planning

3:00 PM Promoting Your ChapterCreating & Implementing an Effective Rush

IntercoastaI

Palm-Aire Club

Assem bly Foyer Lauderdale, etc.

Cypress D

Cypress D

Cypress D

Royal Palm Ballroom

Atlantic, Sawgrass, G ulf Stream,

Cypress D

Cypress D

Cypress D

Atlantic, Sawgrass, G ulf Stream Intercoastal Royal Palm

Atlantic, Sawgrass G ulf Stream, Intercoastal

A tlantic, Sawgrass G ulf Stream,

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4:30 PM C ookout and Chapter Games Busses depart fromM ulligan’s, Pompano Beach Hotel Lobby

9:00 PM M ovie N ight Atlantic

Saturday, August 10

8:30 A M T hird C onvention SessionLegislation & Committee Reports

9:45 A M Growing Y our ChapterP ledge Education & M em ber Education

12:00 noon Lunch on Y our Own

12:00 noon Educational Foundation Lunch (by invitation only)

1:00 PM Stranahan House, M useums, and Shopping dow ntow n Ft. Lauderdale

1:30 PM Initiation Cerem ony and Ritual Review E M em orial Service EColony W orkshop (concurrent w ith ceremonies)

3:30 PM Fourth C onvention Session EFraternity Business & Legislation Executive Council Election

6:30 PM R eception / Awards Banquet C onvention Awards Outstanding D elegate Award Founders' A ward Erich J. Schrader Award R. E. Pope O utstanding Student M em ber Award

Sunday, A ugust 13

8:30 A M Personal Goal Setting 9:30 A M Final C onvention Session

Resolutions Installation o f Officers C losing Cerem onyPresentation o f Grand Chapter Certificates

Executive Council M eeting Room - Broward Theta Tau Office - Lauderdale Ballroom

Chapter Displays - Everglades E Indicates events for Theta Tau M embers only

Cypress D

Atlantic, G ulf Stream Intercoastal

Cypress A, B, C

Lauderdale

Cypress D

Royal Palm Ballroom

Cypress D Cypress D

Page 12: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place
Page 13: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

C o n v e n t io n M in u t e s

F irs t Convention Session T hursday, A ugust 8 ,2002

The 2002 National C onvention was opened by Grand Regent W ilcox at 3:10 pm August 8’ 2002

Grand R egent W ilcox appointed Brother Janssen to act as Grand Scribe in the absence o f Brother W iitala and Brother B ettinger to act as Grand Outer Guard in the absence o f Brother Bianchini.

The roll was called o f the National Officers, and o f Delegates examined by the Credentials C om m ittees who vouched for them . Each other m em ber present was then vouched for by a Delegate or National Officer.

T he Grand Scribe recorded those in attendance. These names are listed on the introductory pages o f these Minutes.

T he G rand R egent declared the Convention lawfully convened and continued with the Ritual o f the Convention Opening.

T he session was then opened so that the colony members could listen to the reports and participate in the rem ainder o f this session. Colony members represented at the Convention are included in the list o f attendees at the beginning o f the minutes. Colony members in attendance from Bingham ton, Buffalo & Butte w ere introduced to the general convention.

Grand R egent W ilcox and Executive D irector Abraham addressed the Convention. Their reports can be found in the A ppendix o f these Minutes.

Brother Livingston requested volunteers for Resolutions Committee. The Resolutions Com m ittee will m eet tonight a t 10:30.

The session closed at 5:06 pm.

I

Page 14: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

Second Convention Session F riday, A ugust 9, 2002

M eeting opened by Grand Regent W ilcox at 8:35 am on Friday, August 9, w ith presentation by John Spence from Campuspeak on The K eys to Success in College and Beyond.

A brief Convention Session was called to order for the purpose o f Executive Council nominations. The session was followed by breakout sessions on Professional Development, Community Service, Risk M anagement, and Conflict Resolution.

Friday afternoon’s lunch was an Etiquette Luncheon hosted by M aria Everding who specializes in the topic; teaching dining and m eeting skills for young professionals.

Following lunch, there were additional educational topics for attendees focusing on Running an Effective Lock-in, Chapter Planning, Promoting Your Chapter, and Creating & Implem enting an Effective Rush. W ith the close o f these educational sessions, the Convention attendees boarded buses for dinner and fun at M ulligan’s on Pompano Beach.

T hird Convention Session Satu rday , A ugust 10,2002

Meeting opened by Grand Regent W ilcox a t 8:32 am on Saturday, August 10, w ith com m ittee reports and necessary legislation. Each o f the following com m ittees gave a b rief presentation regarding the goal/purpose o f the committee.

Leadership Academy Report Jessie CorbettConvention Committee Report Jamie M arch and G eoff Clark.Education Committee M ike Livingston and Brandon SatterwhiteTechnology Committee Lee HaasAlumni Committee G uy RookerHousing Committee Dean BettingerConstitution & Bylaws Committee Chris Stockman

Grand Regent Wilcox announced the nominees for the Executive Council. The Pledge and Member Education session was then presented. Following the pledge and M em ber Education Session, members were given time for lunch.

A t 1:30 pm, the Convention reassembled for the M em orial Service and model Initiation Ceremony to demonstrate to members the manner in w hich our Fraternity’s initiation should be

At 3:30 pm, the Fourth Convention Session was called to order in closed session for com m ittee reports and legislative business.

Risk Management Committee Report was presentation. M otion by Delegate M arinik (Psi Beta) to adopt the Risk Management Policy as presented by the Committee.

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Page 15: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

D elegate Dunagan m oved to amend the report to strike Professional Development Activities from the policy. Carried.

M otion by D elegate Cooper (Rho) to send the policy back to committee with recom m endations/com m ents from the Convention that will follow. 33 voting in favor, the m otion carried. Suggestions for reconsideration in the policy were:

• ‘clean’ in gun policy should be discussed further• A m m unition storage should be more specific• Alcohol Policy should use ‘encouraged’ or ‘requested’• Let chapters decide how to use the door watch.• E lim inate Rush events from list• Elim inated lim itations on where Rush events can be held• A busive Behavior is ambiguous• N eed for licensed establishm ent for alcohol should be eliminated• N eed to nail dow n what High R isk events are• H azing Policy needs to be reworded• C onsider simply banning guns from chapter houses• Policy should say ‘should’ not ‘m ust’everywhere• N on-Salty is am biguous, w hat are the intentions?• The policy should no t preclude an activity on gun safety

D iscussion on suggestions fo r the com m ittee’s consideration closed.

Resolutions Com m ittee gave an interim report by D elegate M uldrow (Eta Gamma).

Past Grand R egent Lee Haas requested a straw poll on several items related to the Fraremity’s Ritual:

Should w e proceed on reworking the flow o f the ritual? Vast majority think yes.Should w e change the format so that there would be separate volumes for different types o f cerem onies? M ajority think not.Should w e publish the m em orial service as a non secret ritual? about 2/3 think yes.

The Convention then considered the election o f Executive Council members.

Grand Treasurer Janssen m oved to accept the list o f nominees for various offices as presented. Carried.

F loor opened for nom inations for the office o f Grand Regent. Delegatre Klein (Omega) moved that Brother W ilcox be elected by acclamation. A pplause followed in agreement.

The Convention heard from each o f the candidates for Vice Regent:

M ike Livingston - G am m a Beta Justin W isem an - X i Beta

3

Page 16: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

Past Grand Regent Haas reminded the Convention that discussion should be positive and factual, not vague accusations.

Brother Livingston was elected Grand Vice-Regent.

Grand ScribeJustin Wiseman - Xi BetaScott Taylor - RhoDavid McCall - Kappa GammaJustin Wiseman - Xi Beta

Brother Taylor withdrew.

Brother Wiseman was elected Grand Scribe.

Delegate Dent (Tau) m oved that Brother Janssen be elected by acclamation. Applause followed in agreement.

Grand MarshalDavid McCall - Kappa Gamma Chris Stockman - Xi Beta

Brother Stockman was elected Grand Marshal.

Grand Inner Guard Jamie March - Omicron Guy Rooker -C h i Dana Wortman - Pi

Brother Rooker was elected Grand Inner Guard.

Grand Outer GuardJamie March - OmicronMark Wisneski - Upsilon BetaDana Wortman - PiDavid McCall declined nomination

Brother March was elected Grand Outer Guard.

Student Member o f the Executive Coimcil Robert Kelly - Psi Beta Imran Chunawala - Upsilon Matt Grimm - Iota Gamma Patrick Townsend - Kappa Beta

Brother Grimm was elected Student Member o f the Executive Council.

The session was adjourned for the Awards Banquet.

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Page 17: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

Final Convention Session Sunday, A ugust 11,2002

M eetm g opened by G rand Regent W ilcox at 8:30 am on Sunday, August 10, w ith an educational session on goal setting.

The educational session was followed by a closed legislative session that focused primarily on the previously tab led R isk M anagement policies.

Prior to the detailed discussion o f the policies, however, the Installation o f Officers was conducted in accord w ith the Ritual.

Delegate C uny (Chi) m oved to accept the policy on Property M anagement with a minor gramm atical correction. M otion carried.

Delegate M arinik (Psi Beta) m oved to accept the policy on Controlled Substances. M otion carried.

Delegate M arinik (Psi Beta) m oved to accept the policy on Transportation. M otion carried.

Delegate M arinik (Psi Beta) m oved to accept the policy on High Risk Events. M otion carried unanim ously

Delegate M arinik (Psi Beta) m oved to accept the policy on Hazing.

Past Grand R egent B ettinger offered the friendly amendment that the policy reference State Law. This am endm ent was accepted. Delegate Borys (Zeta) offered friendly amendments regarding gramm atical errors. T hese also w ere accepted. The m otion carried unanimously.

Delegate M arinik (Psi Beta) moved to accept the policy on Abusive Behavior.Past Grand R egent offered grammatical suggestions which were accepted without dissent. The policy on A busive B ehavior was accepted without dissent.

Grand Inner Guard Rooker withdrew from convention

Delegate M arinik (Psi Beta) m oved to accept the policy on Gun Safety.

D elegate M uldrow (Eta Gamma) suggested removing the word Inspection was acceptable. Executive D irector A braham noted that it is during cleaning and inspections that when most gun accidents happen.

D elegate M arinik (Psi Beta) offered the friendly amendment to insert the word “properly” before the w ord “cleaned.” This was accepted.

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Page 18: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

Following extensive debate regarding the necessity o f the this policy and the appropriate wording o f it, Delegate Cooper (Rho) moved to close debate. This motion carried with the requisite two-thirds majority.

The motion to approve the Gun Safety Policy was adopted.

Delegate Marinik (Psi Beta) m oved to accept the policy on Alcohol.

Delegate Muldrow (Eta Gamma) moved to make door watches plural throughout the document. The amendment carried.

Delegate Rodriquez (M u) m oved to strike Philanthropy from the list o f activities to which the alcohol policy would apply. Am endm ent to remove Philanthropy carried.

M otion to accept Alcohol Policy as amended carried.

The Resolutions Committee reported.

The 2002 National Convention adjoined sine die 11:06 am.

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Page 19: 2002 National Convention Minutes€¦ · Foreword The Minutes of a Theta Tau Convention are the private business of the Fraternity. Therefore, they should be kept in a safe place

R e p o r t s t o t h e C o n v e n t io n

R ep o rt o f th e G ra n d R egent 2002 N ational Convention

M y Brothers, welcom e to the 2002 Theta Tau National Convention in Ft. Lauderdale, Florida. I am thrilled to be here w ith you this w eekend and I am truly happy for the chance to make new friendships, and rekindle old ones. It is wonderful to be in the presence o f so many chapter m em bers, colony m em bers, alumni and their guests.

Theta T au has alw ays been defined by its membership and its leaders both at the chapter level and the national level. It started w ith the Fraternity’s four founding fathers and continues today. I would like to introduce the members o f the Executive Council and the National Officers. I would like to thank each o f them for the support they have given me. It is their hard work and dedication that truly m akes this w eekend possible. Unfortunately, three Brothers were not able to be with us this w eekend:

• Janice W iitala, Grand Scribe• M arco B ianchini, Grand Inner Guard• A ndy Cline, Student M em ber o f the Executive Council

They all send their regards. For those who are w ith us this weekend, please stand as your name is called. W e will hold our applause until they are all introduced.

• Justin W isem an, Grand V ice Regent• M ark Janssen, Grand Treasurer• M ichael Livingston, G rand Marshal• Chris Stockm an, Grand Outer Guard• Lee Haas, Past Grand Regent and D elegate at Large• M ichael A braham , Executive Director• A rt Partin, A tlantic Regional Director• Jam ie M arch, Central Regional Director• Geoffrey C lark, G reat Lakes Regional Director• Ryan C anning, G reat Lakes Regional Director• Brandon Satterw hite, Southern Regional Director• G uy Rooker, W estern Regional Director

Please show them your appreciation. Brothers Rob Sommerton and Craig Hopkins also served as Regional D irectors during the past biennium, prior to Brothers Clark and Canning’s appointments. I thank them for their service. I had planned to introduce to you Bob Pope who served as Editor-in-C hief o f the G ear for m ost o f the biennium, and o f course served Theta Tau for his entire career. H e will be with us ju s t a bit later during the Convention. Three others I w ould like to introduce

• Steve B arth w ho served as the Alumni Hall o f Fame Director and wasGrand R egent from 1976-1982.

• Tommy B row n served as Grand Regent from 1982-1986, and alsoscores the annual reports.

• Dean B ettinger served as Grand Regent from 1990-1996.

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In the absence o f Brothers W iitala and Bianchini, I am appointing Grand Treasurer Janssen to fulfill the Scribe duties during the convention, and Past Grand Regent Bettinger interim Grand Inner Guard for the convention.

It is with great jo y that we have welcomed two new chapters into Theta Tau since our last convention. Will the members o f Lambda G am m a at C lemson University please stand and be recognized. Will the members o f Kappa Gamm a Chapter at Virginia Commonwealth University please stand and be recognized. W elcome, w e are glad you are here. The future o f Theta Tau looks very bright as we now have colonies at 4 universities. W ould the m em bers o f the following colonies please stand and be recognized:

• University o f Pittsburgh-Johnstown• State University N ew York-Buffalo• State University N ew York-Bingham ton• M ontana Tech-Butte. You may remem ber M ontana Tech being the hom e o f Psi chapter.

Please extend them your support this weekend and make sure you take the tim e to get to know them.

As you know last fall, the Central Office m oved from its long standing hom e in St. Louis, M O to its new home in Austin, TX. I would like to congratulate Brother Abraham for m aking this move while still providing all o f us the sam e great level o f service we have all grown accustomed to. Thank you M ike for all your hard work and dedication!!!

Now, I would like to focus on the weekend ahead o f us. W e have a lot to accom plish in a mere 68 hours. There are a lot o f new things for th is year’s convention. First and forem ost is that we are in Ft. Lauderdale and I don’t know i f you know this, but the ocean and beach are only about 4 miles from here. The Executive Council m ade a conscious effort to put this year’s convention at a vacation destination. O ur goal was to interest more alumni and their guests to attend the National Convention. In 2004, ju s t 2 short years from now, w e w ill be celebrating our Fraternity’s IOOlh anniversary and we want hundreds o f alumni to attend. W e felt that a practice run in Florida would be perfect. I think our goal was realized, would all o f the alumni please stand and be recognized. At last count there w ere about a dozen additional guests registered for the Convention. As students, you should take the tim e to get to know these alumni. D on’t be shy, w alk up and say hello. AU o f these alumni have served in leadership positions w ithin their chapter and can help you address any issues you may have. They have also made the transition from student to professional and can help in your career development as well. They are all here because they have an interest in you, the student members. W ow, what great resources.

Since we are in Florida, we thought we should include some ftm extra-curricular activities in this year’s convention. This morning there was a g o lf outing, tom orrow there is a Cypress Swamp Tour, for tomorrow evening’s cookout w e w ill all be heading to the beach, and on Saturday, there will be a Shopping, M useum and Garden tour. I encourage those who are able, to participate and have a good time. I know these events sound fun, but unfortunately w e can’t all participate in them. I f you are a delegate or an alternate or a voting m em ber o f the convention, you are expected to be at all o f the educational sessions, as well as all o f the convention sessions. W e will be taking attendance as specified by our constitution. I would strongly encourage everyone to participate in the educational sessions as you and your chapter will benefit greatly.

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So, for those o f us who will be here w orking throughout the convention, you will note one additional m ajor change. The 2000 convention amended the bylaws to empower the Grand Regent to appoint mem bers to the following committees:

• Awards• Convention• Curricula• Education• Recruitm ent• Technology• Bylaw and Ritual

I have m ade appointm ents to these, as well as the• A lumni• Housing• Leadership A cadem y

The com m ittee m em bers w ere chosen from the alumni who were willing and interested in continuing to serve T heta Tau, w ith National Officers serving as committee chairs. Throughout the convention you will have the opportunity to hear about what each committee has accom plished, and w here they are headed in the next year. For those o f you who are students at or near graduation, volunteering for a standing committee is a great way to continue to contribute to Theta Tau. It’s aw esom e to have an additional 20+ volunteers working year round to complete the fraternity’s w ork. The good new s to you is that most o f you w on’t have to stay up late to work on com m ittee assignments.

Although you w on’t have com m ittee assignments, I have another assignm ent for you and I mean it in all seriousness. Your assignm ent is to be your brother’s keeper for the weekend. You are reminded that you are a guest o f the city o f Ft. Lauderdale and the state o f Florida. It is expected that all m em bers will conduct themselves in a responsible and professional manner during their stay. Furtherm ore, in accord w ith policy adopted at the 1996 Theta Tau Convention, no one is perm itted to bring alcohol onto the premises o f the hotel. You may only purchase it from the hotel bar. For those who brought a guest, p lease remind them o f our policies.

Some o f you m ay be com pelled to sample the local nightlife. Please be responsible! Use a designated driver, th a t’s not the one who drank the least, it’s the one who made the commitment at the beginning o f the night not to drink at all. Use lots o f common sense. M y father, whom I love and respect very m uch, used to say “Son, keep your head screwed on straight’. W hile the vision o f m e w alking around w ith my head on sideways always made me chuckle, I always knew what he m eant. It w as very good advice. There will be some great learning opportunities during the convention and I’m sure you will want to be sharp and attentive. M oderation is the key! Public display o f intoxication and/or inappropriate behavior will be considered reason for discipline. W hen you are at a hotel, please be quiet and courteous to the other guests o f the hotel especially w hen others may be sleeping. A good rule that can keep our fraternity out o f trouble is no talking in the room hallways in the evening. Please don’t let the doors slam shut. AU those staying in a given sleeping room will be held accountable for the conduct o f others in the room. I f you see anything inappropriate, your assignment is to intervene.

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Tonight there will be a chapter officer workshop. Tom orrow m orning we will have a guest speaker followed by workshops on Conflict Resolution, Community Service, Professional Development, and Risk Management. Together we will Ieam about proper dining etiquette, followed by workshops on running an effective lock-in and creating and implementing an effective rush. On Saturday there will be a workshop on pledge and m ember education. For most o f the workshops, you and members o f your chapter will be broken into groups with members o f other chapters that are similar in size and operation to yours. On Saturday afternoon, you will have the opportunity to witness a model initiation ceremony, followed by the opportunity to elect those who will serve on the Executive Council for the next biennium. We will elect one o f your peers as Student M em ber o f the Executive Council, and as Delegates you will select one Delegate as the Outstanding D elegate for the convention.

In closing, I would like you to close your eyes and think about the great pyramids in Egypt. One m an did not build them, nor w ere they carved from one piece o f stone, nor were they built in a day. Instead, they w ere built by thousands o f workers, one building block at a time, and it took years and years o f sweat and toil. I f you think o f Theta Tau as a great pyramid, the four com er blocks were laid by our 4 founding fathers. The blocks o f the base, the foundation, and m any rows o f grow th were put in place during the last 98 years. Today the four Theta Tau Colonies are carving new chapter building blocks from raw stone. The standing com m ittee building blocks are in place, staffed w ith volunteers eager to help. M ike Abraham and the operations o f the Central Office have laid the building block o f effectiveness and efficiency. TTie building blocks on which your chapter stands (operations, B rotherhood Development, effective planning, rushing and pledging, as well as m ember education) will begin to take shape during the planned education sessions this weekend, and will be put in their final place when you return back to your chapters this fall. The Executive Coimcil elections will put another block o f leadership in place.

Individually and together we m ust all bear the w eight o f the heaviest block o f all, personal responsibility, during this convention and when w e return to our prospective chapters. I f even one block fails to be put in its appointed place, o r even w orse than that, i f one block crumbles into pieces due to carelessness or inattentiveness, then the entire building process comes to a halt. Understand that the growth and success o f Theta Tau in the future, row s o f blocks in the great pyramid i f you will, is dependant on the successful com pletion o f the previous layer. That means us, in all our actions, efforts, and accomplishments. Please jo in me in helping Theta Tau aspire and grow into the pinnacle o f success and achievem ent that w e all know it can be. Thank you.

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Report o f the Executive Director 2002 National Convention

M y Brothers,

I’m very excited to be here w ith you. It has been a very busy and full couple years since our last convention - and this convention is the culmination o f those many months o f work. It is an opportunity to celebrate our successes this past biennium, to prepare ourselves for the biennium ahead, and to review w here w e can do both better. To prepare for our future, our schedule this weekend is filled w ith training in crucial areas o f chapter operation. W ith that goal in mind, the detailed registration packet contains information, ideas, and guides to assist you and others in chapter now and throughout the year. So, use it, read it, write in it, but also preserve it for reference at your chapter again and again. Your national officers have worked hard to develop this program for you, and they are to be commended for it.

The 2001 Leadership Academ y solidified this event as one o f incredible value to our members. Student m em bers benefited from scholarships offered by the foundation as well. Lambda Beta C hapter was saved from the brink o f extinction. The Gear debuted its last issue in full color and w as greeted w arm ly throughout the Fraternity. A copy o f that issue is in each o f your registration packets. T he Rube Goldberg Contest was a rousing success in its new venue. As our national fraternity prospers, it benefits our members and chapters. And similarly, when individual Chapters experience success, it benefits us all. Phi Chapter’s new house is complete and occupied. Z eta Gamm a has recovered from its financial nightmare and is your host chapter this w eekend. Pi and Tau Beta Chapters have experienced a revival and I believe are experiencing greater success than they have known since their installations. Sigma has continued its revitalization begun a couple years ago and is as strong now as when I first visited there as a student m em ber and certainly anytim e since then. Kappa Beta has begun an extensive renovation and expansion o f its house to accommodate the growth and success it has nurtured for m any years now. Rho Beta, Psi Beta, Chi Beta, and Iota Gamma have also maintained the highest levels o f success continuously since their installation and are to be commended for it. K appa G am m a survived the fire that gutted their chapter house. A nd w e all survived our nation’s nightm are Septem ber 11, 2001.

A s w e look back on our successes and prepare for the future, it would be negligent not to m ention w here w e can improve. Generally speaking, most, in fact, almost all chapters are too sm all — too sm all w hen com pared to other fraternities, too small when compared to other chapters, too sm all w hen compared to their ow n historical standards. Too often, students m em bers m istakenly assum e that their experience, and that experience o f those ju st before them represents the sum total o f their chapters’ history, tradition, and accomplishments. That assum ption is terribly wrong. Y our history and tradition are much richer, m uch deeper, much m ore substantial than that w hich a few happen to recall or happen to have personally witnessed. A nd for m ost o f our m odem history, Theta Tau Chapters have

• typically been substantially larger than they are now at most campuses,• have been far more involved in professional development,• have w orked more closely w ith their engineering colleges• have done m ore community service,• have had fun social events - other than those involving alcohol, anda have supported one another to ensure academic success.

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But those last five items can only be successfully accomplished i f the first one - more quality members - is achieved first. Any chapter regularly initiating few er than ten each year has vast, vast, vast, vast, vast room for improvement in their recruitment and pledge education programs. Did I remember to mention the word “vast” ?

In preparing for rushing and pledging, members m ust look beyond the scope o f his knowledge, his comfort zone, and beyond that which he has learned so far in life. Cardinals Shortstop Ozzie Smith said it best upon induction into the Baseball Hall o f Fam e late last month:

“I sincerely believe that there is nothing truly great in any m an or woman, except their character, their willingness to m ove beyond the realm o f self and into a greater realm o f selflessness.”

We must stop trying to compare prospective m em bers to ourselves and start looking closely for the value in each one o f them. Then you will find in them true friends and brothers. The April 17, 2002 issue o f USA Today indicated that 46% o f today’s students work more than 25 hours per week. That is up from 43% in 1995. As remarkable, at least 74% work some hours each week, up from 71%. That is the consequence o f your university’s ever-rising tuition and other educational costs. A t the same time, even though other costs continually rise, the F raternity’s have not. Semiannual D ues in our Fraternity have remained unchanged for 5 years, pledge fees for 10 years, initiation fees for nearly 15 years, and badge costs for 7 years. And w ith the introduction o f the vermeil style badge, one can purchase a badge for substantially less now than when I was initiated 17 years ago.

Now those percentage differences from 1995 to 2002 in percentages m ay seem insignificant, but they are in fact consequential to us. It means quite simply that your members have less tim e for involvement in your chapter activities. Faced with this fact, you have to recognize that your existing members are stretched too thinly and are often overworked w ith their chapter activities and responsibilities. You therefore choose, often subconsciously, to do fewer things as a chapter. This is precisely the wrong thing to do!

Fewer activities only lessens the value o f your brotherhood, and will logically lead to a downward spiral and cycle o f less activity and fewer m em bers, and even fewer m em bers and far less activity, until nothing ever happens and no one’s even left. Instead, more members m ust be recruited to spread the workload and to sustain the high level o f activity that m akes our brotherhood vibrant - your presence known on campus; your events -- the envy o f the Greek system; your execution — the pride o f the engineering school; your preparation and performance — the honor o f your alumni. Through all those things, in these ways, your chapter will prosper and flourish and new quality members will flock to your chapter to share in those successes.

Our fraternity stands at a crossroads. O ur national fraternity is stronger than ever in its history. Our national officers are committed and experienced. T heta T au - the nation’s oldest and still foremost Fraternity for Engineers - will soon celebrate 100 years. AU w e need is greater emphasis on all aspects o f chapter operations including rush, pledge education, professional development, community service, and brotherhood. In that regard, our student members m ust hold one another to a higher standard o f perform ance in the planning and execution o f normal operations. This means:

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• planning well-ahead for chapters activities o f all sorts• involving others in the planning and execution process• using tools provided by the national fraternity• distributing and responding to communications in a timely and complete manner• com pleting duties o f offices required by our laws, and• exercising com m on sense and sound judgm ent in daily operations

C hapter operations can improve in m any areas, but I’ll give you ju st three examples o f ways in w hich w e m ust improve:

I chuckled near the end o f last sem ester when a Regent mentioned to me that he had ju st been looking at the Rush! Packet the Central Office had sent the previous year. He said, and I quote : “T hat packet was great. It would’ve really helped us i f we would’ve used it.”

So that you can get a head start planning, the rush packets w ere sent again this past June to all chapters that provided the Central Office w ith a sum mer address. Other chapters will receive them in late August.

A ny chapter treasurer who does not balance the chapter checkbook and follow other financial procedures distributed by the Central Office should be removed from office.

For the record, having ju st one person in the chapter who knows financial bookkeeping or some wonderful financial softw are package is not a blessing, it is an invitation for abuse by that one person. Those procedures distributed by our office are designed to be transparent to any viewer, not hidden to only those that know some particular software program. In addition, numbers w ritten in pen in books or on paper are not so easily subject to editing as are ones keyed into Excel, Peachtree, o r Quicken. Records m ust not only be transparent, they m ust be accurate and contemporaneous as well. W e have uncovered 3 gross embezzlements from chapters in the last decade, about I every 3 years. That, m y Brothers, is a pattern that must be erased. And, i f we have uncovered 3 such instances, there is no telling how m any more actually have occurred. A nd before you say, it could never happen at our chapter, I can tell you that in every instance, the chapters had the highest level o f trust in the one who stole, referred to him in each case as the LAST person they think would do such a thing. He was in each case, until that time, the most h ighly regarded m em ber o f his chapter. Y ou have an obligation to operate financially as a business as well as a fraternal obligation to handle those sums paid by your brothers in the most careful and appropriate way.

Your chapter house is the first impression to m any rushees, guests, administrators, parents, alumni, etc. AU people w hose support you need. Quite simply, houses need to be maintained better, and couches do n ’t belong on porches. This has been m y feeling long before the Kappa Gamm a fire, but that incident simply affirmed my resolve to speak out on this matter. By the time a couch goes from a m em ber’s room to the chapter room, to the hallway, and then to the basem ent — witnessing God only knows w hat sins - its next stop is the dumpster, not your front porch. And i f your excuse is the houses all around you have couches on their porches, then it’ll ju s t m ake your house look better w ithout one. U nless it’s wrought iron or some other outdoor and nonflam m able m aterial, keep it o ff the porch.

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There are people are here this w eekend that have good solutions to these and other problems. I mentioned earlier those high perform ing chapters in our Fraternity. Look to them, ask them, ask national officers, use these resources, but also recognize that there may be no easy answers. Problems at any one chapter m ay require a solution tailored to your chapter, so ask for and note the valuable advice that you will get from many, but then stop and think how that can m ost effectively be implemented at your chapter, based on your own unique circumstances. But recognize that it’s not good enough to make excuses or provide rationalizations. W hatever you do, don’t do nothin’.

This summer, Wall Street and all o f Am erica have been shocked by the massive fraud committed in the very late 90s and up to today by m any corporations. Instead o f recognizing the need to change and improve when things started going badly, the corporations ju st covered up the shortcomings by illegal accounting. W hen people started inquiring, they m ade excuses or rationalizations, eventually started re-stating earnings to accurate amounts, and now some corporate officers have resigned or have been arrested. B ut w ho was hurt the m ost by the corporate officers’ m isconduct? Shareholders, common, low-level employees, people who had company stock in their 40 Iks, retirem ent funds. Those are the ones that will suffer even more than the CEO’s or CFO’s w ho lost their jobs or are sent to jail.

In many ways, that parallels a common behavior in some o f our chapters. W hen chapter officers fail, it’s usually the next group o f m em bers who are stuck cleaning up the mess. And it’s always tougher to fix someone else’s mess than it is to keep doing things rightly. Officers commonly make excuses w hy som ething isn’t done yet, commonly fail to distribute information and materials from the national fraternity that helps others com plete their jo b s efficiently and productively, and often hoard inform ation meant for everyone. In each o f our chapters, a greater culture o f communication m ust develop. As I m entioned earlier, more student members are needed to be more involved in chapter activities and that will happen when information is shared freely and openly w ith everyone.

This time, it’s the phrase in reference to a form required such as an Initiation Report or Officer Election Report. The phrase is:

“It’s being m ailed”.

Well that phrase should be struck from the English language. W hen someone says that to me, what they really mean is, “ It hasn’t been m ailed” and they usually also m ean “I haven’t finished completing it yet.” To begin, “it’s” im plies that the envelope is going to grow legs and w alk to the mailbox. Brothers, it isn’t. Someone, a person, has to mail it. Second, except for the split second when you open the mailbox door and are moving the envelope toward the slot - except for that split second - nothing is ever “being mailed” . It either w as m ailed or it was not.

We run a tight ship in the Central Office, badges and shingles take 6-8 weeks to get to you from the manufacturer, and alm ost everything else is less than a week. I f anything takes longer than that, it was never ordered, requested, or submitted by your chapter. So, stop lying to m e and to your brothers in the chapter about w hen something was or was no t m ailed. To encourage your cooperation in this regard, consider yourself forewarned that late fees and fines will be strictly enforced in the semesters ahead.

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I strongly believe that our chapters need dreamers -big idea people - they encourage us to reach far beyond that w hich we ever thought possible. The Education Foundation’s Leadership A cadem y is designed to instill and develop qualities in each one o f us to achieve that. But there is another equally im portant type o f person that each chapter needs - the do-er, the operations guy. T hat’s w hat our schedule is focused on this weekend.

I’ve spoken a b it about bad corporate or chapter officers, but there are far more good ones than bad. O ne strong corporate leader is Larry Bossidy who recently retired from Honeywell after 31 consecutive quarters o f 13% or more earnings growth - and no one has questioned those earnings numbers like they have for other corporations lately. Mr. Bossidy has 4 Golden Rules for Success. N ow , they m ay seem extreme when edited down to sound-bite size, but they are nonetheless w orthy o f consideration and thought.

They are:• Surround yourse lf w ith people who like to see things happen, not people with big ideas.• Be realistic. Rem ove the rose-colored glasses, dump the excuses.• D on’t treat all workers equally. W orkplace socialism does not breed performance.• Get rid o f the C h ie f Operating Officer position. CEOs m ust be involved in execution, not

ju s t strategy

1) N ow , as I said, w e all need people with big ideas, but Bossidy also values people who know how to execute those ideas, not ju s t people who talk a good game. W hile I was a student, we had a big-idea guy, a dream er, in the chapter leadership. To be honest with you, while I was Regent, he was a royal pain in my ear. Past Grand Regent Bettinger is chuckling now because he know s exactly o f w hom I speak. The truth is, his ideas were big, they w ere important, and they led directly to 3 new chapters in the metro Detroit area. But, in addition to his ideas, it took a significant num ber o f others to actually execute his lofty ideas in an efficient, useful, and successful way.

2) Realism! I spoke about that before. W e can’t fix problem s at chapters i f we refuse to admit they exist o r how extensive they are. Stop rationalizing and making excuses, start recognizing the problem s and addressing them.

3) Socialism is another one o f m y favorite topics. W ould you believe that we have two chapters that don’t participate in the Outstanding Student Member Program because they don’t want to single out one m em ber fo r this honor - I guess they select their Regent by randomly pulling a nam e out o f a hat instead o f an election. W ho ever said Castro was the last socialist left in the W estern Hemisphere? D ifferent people have different needs, talents, and abilities. Everyone m ust be treated fairly or equitably, but not necessarily equally.

4) G etting rid o f the COO position doesn’t really translate to our fraternity, but having the Regent more highly involved in oversight o f other functions and officers is certainly crucial. The R egent’s jo b is m ore than running meetings once a week, in fact, that m ay be the least important o f his duties though it is also his m ost frequent.

Mr. Bossidy know s execution is as important as a dream - but he also knows what else makes a good leader: “G ood com panies are led by people with emotional strength. They don t get swayed, and they don’t get swell headed, and they don’t get disconsolate when things go wrong.

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They constantly work on self-mastery. Am I getting better all the time? I f I’m not better today than I was a year ago, I’m going downhill.” That, in fact, applies to all o f us and all o f our chapters.

Sixty-two years ago on this very date - August 8, a nation, an entire nation, could have become disconsolate as Bossidy says - o r inconsolable or hopeless as we might more com m only say. That was, in fact, the goal o f Hitler’s Blitz on Great B ritain which began this day August 8, 1940. He hoped to break the spirit o f the English by an all out air assault on military and civilian targets, day and night, throughout the island nation. In fact though, the B litz failed and the allies launching pad to continental Europe was preserved because the G erm an offensive instead o f demoralizing the nation, made the British more determ ined than ever to defeat N azi Germany.

Our fraternity needs such a burst o f determ ination as w e approach our Centennial. In rallying his nation, Prime M inister Churchill to ld his people “I have nothing to offer but blood, toil, tears, and sweat.”

My brothers, toil, tears, and sweat there will be, and maybe som e blood too - som e no doubt would like it to be mine! But, unlike Churchill, I can offer you so m uch more also. I can offer you success for your chapter and for yourself, academically, professionally, and personally. I can offer you the honest and true advice, and the aid o f other Theta Taus. I can offer you the opportunity to be a part o f something greater than yourself, greater than anyone person can possibly be. I can offer trust, loyalty, honesty, courage, and above all Brotherhood.

AU that awaits - so let’s roll!

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Theta Tau Fraternity 00-02 Fiscal Report

Grand Treasurer - Mark Janssen Income & Expenses

June 1, 00 - May 31, 02

In c o m e 2001/02 Incom e 2000/01 Incom eM utual F und Incom e* 5/31/2002 5/31/2001

S cudder - Money Market 2,854.30 6,747.30Scudder-Total ReturnA 817.80 3,870.14Am erican Century-Ultra 0.00 6,227.90T.Rowe Price - lntnt. 657.49 2,328.74Fidelity - Equity Inc Il 2 ,179.37 8,606.86Colum bia-Special Funds 1,872.94 12,733.94Brandywine 0.00 16,737.86Ja n u s - Olympus 205.67 1,156.63F edera ted Kaufmann Fund K 3,618.02 15,177.60V anguard - Strategic Equity - AG 360.80 6,759.43

Investm ent Subtotals 12,566.39 80,346.40

Loan In terest*Sigm a 634.02 815.58lota Beta 365.24 62.28Epsilon Beta 542.23 115.83S tudent Loans 0.00 0.00

Loan Interest Subtotal 1,541.49 993.69

C o n trib u tio n sAlumni Donations 0.00 0.00

Contributions Subtotal 0.00 0.00

T otal Incom e $14,107.88 $81,340.09

E x p e n s e s

In te rest/D iv idend D isb u rsem en tsEducational Set-A side Fund $14,107.88 $81,340.09

M isce llan eo u s 0 0

* All Dividends, Gains and Interest collected are transferred to Educational Set-aside

Account end of May

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Theta Tau Fraternity 00-02 Fiscal Report

Grand Treasurer - Mark Janssen June I, 00 - May 31, 02

Assets — Account Balances

Mav 31 .2 0 0 2 Mav 31. 2001 Mav 31. 2000

^ual Fund A sse ts

S cudder - Money Market 91,440.65 51,423.83 85,442.04

Scudder-Total Return A 33,513.06 37,319.08 38,090.05American Century-Ultra 41,871.93 47,364.12 59,273.67T.Rowe Price - lntnt. 22,662.55 25,283.44 31,832.15Fidelity - Equity Inc Il 40,860.79 44,686.67 41,020.13Columbia-Special Funds 38,760.64 44,965.97 50,428.85Brandywine 37,964.79 44,037.86 47,584.42Janus - Olympus 48,996.80 61,977.72 92,809.91F ederated Kaufmann Fund K 47,318.99 47,125.50 40,638.93Vanguard - Strategic Equity - AG 40,600.44 39,945.45 35,403.58

B alanceo flnvestm en ts 443,990.64 444,129.64 522,523.72

O u tstan d in g L oansSigma 5,286.55 7,202.20 8,936.26lota Beta 5,230.04 7,036.03 7,789.95Epsilon Beta 6,234.99 8,398.74 8,218.29S tudent Loans(O) 0.00 0.00 0 .00O perating Fund 0.00 0.00 25,000.00

Balance of O utstanding Loans 16,751.58 22,636.97 49,944.50

INVESTMENT FUND TOTAL 460,742.23 466,766.61 572,468.22

* Money M arket B alance adjusted down by am ount transferred to Educational S e t Aside Funds for 03-04

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C onstitu tion , Bylaws, an d R itua l Com m ittee R eport2002 N a tional Convention

The purpose o f the Constitution, Bylaw and Ritual Committee is to evaluate effects o f suggested am endments to these items, to suggest new laws as may be necessary, and to consider re­organization o f both publications. In a re-organization o f the Constitution & Bylaws, consideration should be give to the development o f a policies manual to supplant m uch o f the detail currently codified into law.

M ost o f the last six months has been spent creating a framework for a Policy manual as stated in our com m ittees charge, to com bine all current policies into a format that anyone, Theta Tau and non-Theta Tau, could look to understand our fraternity and what we will and will not tolerate as conduct o f its members. W e currently have a framework for this manual and will be asking for some input from student m em bers to review and comment on its completeness with hopes o f possibly voting on a partial im plem entation at least, o f the contents within.

Future projects include review o f the current state o f the Constitution & Bylaws and proposal of am endments and rearrangem ents o f said laws, to be completed within the next 3-6 months. Follow ing that will be a review o f our Ritual, again being followed with proposals for changes or rearrangem ents as needed, w ithin the 3-6 months after completion o f CBL. After the main components o f this com m ittee are completed, our task will most likely be maintenance o f said CBL& R, and review o f any proposals to be brought forth for vote to the Convention.

Education Com mittee Report 2002 National Convention

The prim ary focus for the committee over the last year was to define and coordinate the Educational topics for the 2002 National Convention. The topics were selected along with time slots to fit into the Convention schedule.

The future goals for the com m ittee include reviewing all Educational m aterial available online. The m aterial w ill be modified and additional material will be created as needed based on the surveys that w ere handed out. A lso, training material will be created for those who would like to continue serving the fraternity as an alumnus.

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Technology C om m ittee R ep o rt2002 N ational C onvention

Theta Tau Technology Com mittee Report2. Objectives3. Status4. Progress5. Members6. Preview

Committee Objectives I .Current-M em ber lifetim e em ail forwarding -O nline member address maintenance2.Future-C hapter officer email addresses -O nline chapter forms -M ail lists / interest groups

Status1.This is the first report.2.Current date targets:-E m ail forwarding: fall 2002 -O nline address: spring 20023 .Prioritize future tasks after rollout o f em ail forwarding

ProgressI .Committee agreed on:-D etails o f email functions -N eeded server support2.Web site chosen and set up3.First pass “Look and feel”4.Coding started5.Data base imported

Committee MembersI.Software design and code:-D an Lacher -D om inic Miller2.ConsuItants:-L ee Haas (reporter)-C hris Mills -R ichard Smith -S cott Stamey

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I -D a n a W ortm an

Preview o f W eb Design I .Look and Feel o f W eb Site2.Advantages o f Features3.R egistration Pages4.A llow ed Em ail Nam ing5.Flow C hart o f Process

Recruitment Com mittee Report 2002 National Convention

I. Evaluate current recruitm ent materials available on-line and through the Central Office, and develop a unified publication for distribution to chapters and colonies.

• Review ed existing m aterials which are available through our WEB site, these seem to be adequate at this time. The issue is implementing the ideas and making sure the inform ation is trickled dow n to the chapter mem bers into the chapter. On-going

• Educate ALL m em bers that this material is available on line for their use. On-going

2. Evaluate m ethods o f delivering recruitm ent materials and training to chapters.• Evaluate effectiveness o f rush toolbox kit delivered to the rush chair in sum mer and early

winter, need to solicit the rush chairpersons o f record how useful this item was upon the com pletion o f the fall programs. M ake necessary modifications to this media. - To be com pleted by Late October 2002 to allow for incorporation

• Publicize chapter rushing success stories in a quarterly newsletter with rushing tips, dos and don’ts .. .FgU_2002, need to solicit chapters for such stories, or obtain w hile national officer/RD is conducting interview.

3. Establish chapter expectations for region and chapter recruitment efforts.• Sum m er 2002 D raft attached with this report

4. Establish chapter expectations for chapter size.• Sum m er 2002 D raft attached with this report

5. Develop a recruitm ent incentive plan, recruiting x number, and successfully initiating them,Sum m er 2002

• W hat to base this on, m ost prospectives rushed by a brother, m ost number by chapter, percentage that make it from prospective to membership. W hat type o f incentives to offer?

6. Benchm ark other fraternities rush material available on the WEB O nzoinz• Evaluate for content, presentation

7. Generic rush Theta Tau T-shirts. W ould they be cheaper ordered in advance through thespirit store that does the other fraternity clothing? Summer 2002

• Pricing end o f July 2002

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• Advertise at convention, in fall Gear, and Executive Council Bulletin

8. Mandates that rush training is incorporated into pledging program ? Fall 2003• Bring up discussion at convention• Require chapters to provide documentation o f training pledges receive during pledging

regarding pledging and chapter operations.

9. How to ensure that the prospective is not sold a false vision o f Theta Tau?

10. Chapters to hold monthly rush event. O nsoins• Being that rush is an integral part o f chapter perform ance, a monthly event is to be held

where members are encouraged to bring prospective m em bers to. Documentation o f these events shall be forwarded to the regional director.

11. Regional RUSH workshop & planning m eetings, to replace regional conference.Rush/Pledge chair mandatory attendance. Fall 2002

• Either in place o f & or during the regional conference, the rush chair (and committee members i f possible) shall, w ith other chapters in the region review their previous rush program and start work on the monthly events for the remainder o f the fall term and also start planning formal spring rush. This ties in w ith item #12.

12. Formalized rush program/calendar build upon current rush planner filed w ith the CentralOffice 45 days prior to start o f rush Winter rush 2002/2003

• Document the following in detail & in writing for communication to the chapter members and the Executive Director:

• Upcoming Program• Review o f previous program

13. Create an elected position within the chapter to oversee rush and new m em ber educationefforts Fall 2002

• Prepare a proposal for presentation at the 2002 convention, based upon reception return to committee for further work, or role out to a few test chapters, o r implementation.

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R esolutions C om m ittee R eport2002 N ational Convention

W H EREA S this year’s Convention has encountered no undue difficulties and all attendees havehad a peaceful and enjoyable experience, it is HEREBY RESOLVED that Zeta Gamma Chapterbe com m ended for their dedication and efforts on behalf o f Theta Tau.

1. W H EREA S, the term “Nationals” has been deemed undesirable, IT IS HEREBY RESO LVED that the term “NA TCO N ” shall be used in the future.

2. W H EREA S fate is a cruel and unpredictable mistress and WHEREAS he is greatly m issed at this NATCON , IT IS HEREBY RESO LVED that all those associated with Theta Tau wish R obert E. Pope a.k.a. Mr. Theta Tau a speedy and painless recovery from his injuries.

3. A lso, W HEREA S Mr. Theta Tau only misses one convention every fifty years, IT IS HEREBY RESO LV ED that when he next misses a Convention in 2052, he has to send a D octor’s note.

4. W H EREA S the term “It’s being mailed.” Has been deemed undesirable, IT IS HEREBY RESO LVED that the phrase “Its being processed.” Shall be used in the future.

5. A lso, W HEREA S his continuing efforts on behalf o f Theta Tau border on the superhuman, IT IS HEREBY RESO LVED that M ichael Abraham be awarded a Gold com m em orative coin as a token o f our appreciation. Please note how ever that this coin is “being processed.”

6. W H EREA S D ancin’ Janssen has demonstrated a marked inability to differentiate betw een m en and wom en, IT IS HEREBY RESOLVED that select mem bers o f the Executive Council privately m eet w ith him to explain “the birds and the bees.”

7. W H EREA S certain m em bers o f Theta Tau believe that public nudity laws are merely a suggestion, IT IS HEREBY RESOLVED that we recommend the City o f Fort Lauderdale install emergency nudity buckets on all public beaches.

8. W HEREAS the individual effort expended by convention delegates during the course o f the weekend is considerable and W HEREAS the schedule o f events and seminars is intense and unrelenting, IT IS HEREBY RESOLVED that a rest period or “nap tim e” be included in future conventions.

9. W HEREA S recruitm ent is the future o f Theta Tau and WHEREAS the initiation experience is a special and lasting one, IT IS HEREBY RESOLVED that all Chapters are encouraged to bring m ore pledges with them to future conventions.

10. W HEREA S m any good things come as twins, IT IS HEREBY RESOLVED that the City o f Fort Lauderdale be com m ended for their abundance o f two for one deals.

11. W HEREAS the statem ent “I’m six miles away.” Is not an excuse for old age, IT IS HEREBY RESO LVED that Glen W ilcox be issued a hearing aid at all future NATCONs.

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12. WHEREAS Andrew D. Cline is ending his tenure as Student Member o f the Executive Council for that o f a career in the United States Navy, IT IS HEREBY resolved that he be given the heartfelt thanks o f all those associated with Theta Tau for his selflessness and dedication to this Fraternity.

13. WHEREAS an increase in attendance to NATCON s is desirable it is HEREBY RESOLVED that only two words need be said “ W illiam” and “ Shatner” .

14. WHEREAS his skills in the arena o f cutlery are unmatched it is HEREBY RESOLVED that we recommend that Lee C. Haas be hired as the national spokesman for the Ginsu Knife Corp.

15. WHEREAS his student membership ended more than a ha lf century ago and W HEREAS he is still actively propagating the flames o f Brotherhood, IT IS HEREBY RESO LVED that Bro. John Koss is to be commended for attending this convention fifty-three years after the awarding o f his undergraduate degree.

16. Also, W HEREAS Bro. John Koss’ skills in the field o f business card etiquette are sub- par, IT IS HEREBY RESOLVED that he be sent to remedial etiquette classes.

17. WHEREAS their knowledge o f boiled pork products is world renowned, it is HEREBY RESOLVED that Xi Chapter can handle their brats.

18. WHEREAS Marco A. Bianchini has served in the past 6 years as Great Lakes Regional Director and Grand Inner Guard, IT IS HEREBY resolved that he be given the heartfelt thanks o f all those associated with Theta Tau for his selflessness and dedication to this Fraternity.

19. WHEREAS convention sessions can be long and arduous, IT IS HEREBY RESOLVED that “N o Doze” become the official snack food o f NATCON.

20. WHEREAS his efforts on behalf o f Theta Tau are tireless and unending, IT IS HEREBY RESOLVED that Stephen J. Barth be commended for directing the Alumni Hall o f Fam e for the last sixteen years.

21. WHEREAS NATCON sessions can be long and demanding, and W HEREAS Executive Council members can become parched during these sessions and W HEREAS the Grand Regent is the Head Honcho and W HEREAS the Regional Directors do the real “grunt work” at NATCON, IT IS HEREBY RESOLVED that Guy from Chi officially be known as “G len’s Personal Aquatic Retrieval Engineer” or simply “The W ater Boy” .

22. WHEREAS the road to becoming a Chapter is long and at times frustrating, IT IS HEREBY resolved that the Montana, Binghamton and Buffalo Colonies be congratulated for their continued commitment and enthusiasm and for joining us at this convention.

23. WHEREAS Lee C. Haas, the Technology Cmte. Chairman, exem plifies the lack o f working knowledge o f speakerphone technology w hich plagues our Glorious Brotherhood, IT IS HEREBY RESOLVED that a panel be commissioned to write “Speakerphones for Dummies.”

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24. W HEREAS Robert E. Pope, Executive Director Emeritus, delivered an inspiring address to the 2002 Convention assembled at the Awards Banquet from his hospital bed via cell phone and the public address system, IT IS HEREBY RESOLVED that he be permitted to add a 2002 Convention bar to his National M eeting ladder.

25. W HEREAS it has becom e apparent through The Grand Regent’s comments that the W estern Region is m issing, an intensive search has been conducted. IT IS HEREBY RESO LVED that the W estern Region is exactly where we left it.

26. W H EREA S Janice L. W iitala has served as the Central Regional Director and 6 years on the Executive Council as G rand M arshal and Grand Scribe, it is sad to see her end her tenure w ith the Executive Council, IT IS HEREBY resolved that she be given the heartfelt thanks o f all those associated w ith Theta Tau for her selflessness and dedication to this Fraternity. Rah! Rah! Theta Tau!

27. W H ERA S the T heta Tau A lumni Hall o f Fame is filled with distinguished engineers who have brought honor and credit to their profession; including such m en as Lee C. Haas, JeffreyS. Brown, R obert R. Gilruth, Kenneth R. Daniel and Jam es A. Klungness, IT IS HEREBY R ESO LVED that the 2002 National Convention be designated the “Alumni Hall o f Fame L aureate Convention.”

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S u m m a r y o f C e l e b r a t io n s

O p e n in g D in n e rThursday, August 8 ,2002

At the Opening Dinner, those named Outstanding Student M embers by their chapters were recognized, and M atthew R. Grimm, Iota Gamm a ’03, was nam ed the Robert E. Pope National Outstanding Student Member. Alumni Hall o f Fam e Laureates were inducted into the Theta TauAlumni Hall o f Fame, with Jeffrey S. Brown, Phi ’87, and Past Grand Regent Lee C. Haas, Rho’62, addressing the body. After performing the inductions, Stephen J. Barth, Lam bda Beta ’67, was honored by special Executive Council proclam ation for his 30 years o f service as a national officer in Theta Tau. Approximately 200 w ere in attendance as the Convention conducted sessions on various aspects o f officer training, chapter operations, leadership training, and legislation. In addition, the Fraternity’s Risk M anagement policies w ere updated and expanded by convention action.

Awards Banquet

Saturday, August 10,2002

Convention Awards

Member-Miles Award Kappa BetaBest Display Iota Gamm aBest Delegations Pi, Atlantic

X i, Central Io ta Gamma, Great Lakes

Zeta Gamma, Southern Psi Beta, W estern

Outstanding Delegate Casey Dunagan, Kappa Beta

Chapter and Student M em ber Awards

Best Newsletter Phi, firstSigma, second

Iota Gamm a, thirdBest Photograph E ta GammaChapter Growth 20% Sigma, Upsilon, Omega,

Kappa Beta, N u Beta,Rho Beta & E ta Gamm a

Phi, Omega, Kappa Beta, Rho Beta,Psi Beta, & Z eta Gamm a

Chapter Service Award P i firstRho Beta, second

Lam bda Gamma, thirdFounders’ Award Kappa BetaChapter Performance Xi Beta, Kappa Beta, Rho Beta

Chi Beta, & Iota Gamm aSchrader Award K appa BetaOutstanding Student M em ber M att Grim m , IG, ‘03

Closing Remarks

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B rP

2002 Theta Tau

National Convention

L eadersh ip

C h a p te r O ffic e rs h a v e an O pportun ity

n o t g iv e n to all.

O T C re a tin g Y o u rC h a p te rL e a d e rs C h ap te r O ffic e r W orkshop

Elected to Lead... How to Succeed!

iffL eadersh ip

g aLaws and customs are observed in detail

z aEstablish and maintain the app ropria tea tm osphere within the chapter to fulfill the

F purpose o f the Fraternity

g aProvide the maximum opportunity for each□ member's well-balanced personal5 development professionally, socially, andS academ ically.

B r]

p . W o rk sh o p E xpec ta tions

I Leam about

I a Leadershipa Regent’s Responsibilities

■ Chapter Officer’s Duties

I a Resources

I3□

B yR egen t

I H onor

g and

I R esponsib ility

I to

g Lead

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B f!TT1- J Regent

□ Duties□ ■ Preside at MeetingsB ■ Initiate Pledges□ ■ Appoint Committees□ ■ Witness Initiationsg I ■ Appoint Nonelective Officers

B fRegent

The greatest good you can do for another is not ju s t to share your riches, but to reveal to him his own.

-Benjamin Disraeli

B 1EL R egent

Duties (continued)I ■ Charter, Ritual, Constitution, and§ Chapter Roll BookB ■ With the Treasurer, financial3 reports and transmissions of fees andB duesB ■ With the Scribe, all general reports§ ■ Other Chapter Obligations

B rJ 1, Regent

Preside at Meetings■ Established Time and Place■ Agenda Distributed in Advance■ Room Layout■ Use Proper Opening & Closing■ Read Constitution & Bylaws■ Sign previous minutes

B j

C«.muon R egent

j Duties (continued)I ■ Know the Laws and Customs ofB Theta TauB ■ Know the proceduresI ■ See that the other officers dischargeI their dutiesI ■ Authority may be delegated, butB responsibility cannot

R eg en t

§ Initiate PledgesB ■ Practice, Practice, Practice I!!B ■ Present in a meaningful, dignified

manner□B ■ Memorize the grip presentationB "1st presentation o f the ideals,

principals, and secrets B ■ Inspire and Educate

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B r ]R egen t

B Elections3 ■ Secret unanimous vote before Pledging3 and In itia tion

■ O fficers and Delegate & Alternate bysecret ballot

3 ■ Chapter bylaws dictate election o f Regent,3 V ice-Regent, and Scribe3 ■ Treasurer and Corresponding Secretary3 elected the middle o f the college year for

3 one calendar year.

O fS S L C h ap te r O fficersBfj Vice Regent

a ■ Presiding Officer in place of RegentH " In charge o f Chapter Room and

examination of Visitors o I ■ Professional Development Chair g ■ Chairman of Committees

, R egen t

A p p o in tm e n tsM ost o f the chapter’s work should be

carried out by committees■ Rush Chairman■ Pledge Instructor■ Professional D evelopment Chairman■ O ther Standing Committees Marshal, Inner Guard, O uter Guard

C h ap te r O fficers

Scribe

■ Official Correspondence■ Membership Records■ Chapter Records - Minutes■ File timely reports with the Central

Office■ Fill in Roll Book pages

B j

R eg en t

□ Chapter Properties3 ■ Roll Book - should be up to date, in I or

I 2 binders. D isplayed during initiation.Protect from fire or loss as it is

I irreplaceable.2 ■ Charter - display in the chapter room.

■ Constitution and Ritual - members only. Keep up to date and don’t mark in it.

®T,) C h ap ter O fficers

Scribe■ Officer Election Forms - post election■ Pledge Form - date o f pledging■ Combination Form - prior to initiation■ Membership Status Change Report -

September 15th, February I, Graduation■ Annual Report & Credential Forms

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O fp i I C hapter O fficers

a J Treasurer□ I ■ Keep funds and financial records

♦ Audit records prior to assuming office B ■ Semiannual reports and payment o f duesa ■ AU payment o f fees must be collected in

advance

0-p, C h ap te rO ffic e rs

Corresponding Secretary■ C o rresp o n d w ith o th e r ch ap te rs ,

a lum n i a sso cia tio n s , E xecu tive D irec to r, a n d A lum ni

■ A n n u a l n e w sle tter

■ W ritten inv ita tions

■ M e m b ersh ip r ec o rd s ( lo s t a lum n i)

e fC hapter O fficers

Treasurer■ Order Official Insignia

■ Collect initiation fees and badge costs■ File Combination Form

■ Annual Report■ Regular reports to the chapter

■ Treasurer’s authority & responsibility

cZL, C h ap ter O fficers

B Adviser1 ■ A p p o in te d b y th e G ra n d R e g en t

B ■ O ffic ia l r ep rese n ta tiv e o f th eE x ec u tiv e C o u n c il on c am p u s

□ ■ A d m in is te r P led g e T es ts

B ■ P led g e fo rm s

B ■ A n n u al R e p o r t

B r]

p . Chapter Officers

I TreasurerI ■ Budget§ ♦ Reasonable estimates o f income fromg dues, initiation fees, room & board□ ♦ Reasonable estimates o f expenses for

dues, chapter activities, insurance,3 room & board.

g♦ Alumni relations, PR, and rushing

B rT,j C hap ter O fficers

Adviser■ Ensure that the laws and customs of

Theta Tau are observed by the chapter

■ Provide guidance in chapter planning■ Assist in budgeting and audit records

■ Ensure that forms get filed promptly■ Provide one on one counseling

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STL,, R eso u rces

Help me!□ ■ Notebook from previous officer

g ■ Chapter O fficers Manual□ ■ Chapter O fficers Calendar

■ ThetaTau.org♦ login = thetatau password = 1904

§ ■ Executive Council & other chapters

TL O n C om m unica tion ...

The 500 most common used w ords in the English language have more than 14,000 definitions.

I "Words, like glasses, obscure everything I they do not make clear."

- Joseph Joubert

BrPE l I W rap U p

■Questions & Answers

, D uties

" The Scribe is charged with handling the chapter's

records, and filing timely reports with the Central Office. Diligent attention to details contributes much to proper chapter operation."■Chapter Officer's Manual

C rea tin g Y o u r C h ap te r L eaders C h ap te r O ffice r W orkshop

S cribe

D uties- G enera lly Speaking

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Hierarchy of a Star Scribe* I.. * STAR: Champion of

E - /I ~ I chapter documentation

GOOD: Champion of

Chapter Obligations- Campus

The Scribe should ensure completion of all required campus reporting. Many educational institutions require documentation from campus sponsored or recognised organizations. Failure to meet these requirements may prevent your organization from receiving campus funds 01 reserving classrooms for meetings and official functions. Contactyour local campus activities office for more

, Core

■ Chapter obligations for reporting

♦National

♦ Campus■ Maintains essential records

m

Wf, E ssen tial R ecords

Member Roll Book Chapter M eeting Minutes

♦ Regular Meetings♦ Special Meetings (ie Initiation, Planning

M eeting...)

n j ^ i | ! ■ Archives

f *' Vn; chapter, and avid v a permanent record o/Zdi Sceibe'tt. I tenure in office " - Chapter Officer ‘r Manual____________

Chapter Obligations- National

M t

Official Procedures

There are identified procedures and co several chapter activities. Consult the Chapter Officer's Manual or National Bylaws for more information. Contact the Executive Director or any National Officer if you have additional questions. Examples:• Transierringmembers• Honorarymerabership• CoopI Inactive Status

www.thetatau.org/members/foims/rpt_coop_inactive.doc, ■ Premature Alumnus Status

DisciplineIf in doubt or uncertain of procedures, check with the Central Office.__________________________

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M ee tin g M in u te s- H o w T o

I Date, time, place o f meeting I Presiding officer. Attendees.

I Record o f discussion and decisions

I N otation o f nam es o f members making and seconding motions and vote outcomes.

“Excellence is an art won by training□ and habituation. IVe do not act rightly§ because we have virtue or excellence,3 but rather we have those because we3 have acted rightly. We are what we3 repeatedly do. Excellence, then, is notI an act but a habit."

I - Aristotle□□□

G o o d S cribe

Ensures effective leadership transition for the i

C rea ting Y our C hapter L eaders C h ap te r O fficer W orkshop

(6) fe

T reasurer

S tar S cribe

■ Ensures formal recognition of accomplishments

“'. 'i - ! .

O verv iew

•Duties & Responsibilities

•Reporting

•Budgeting

•Examples

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O rJ 1'D u ties & R esponsib ilities

•Chapter Accounts / Housing Accounts

•Chapter O fficers Manual•...keep chapter funds and financial racora order affidal Insignia, collect Initiation U

mnd

f a

f c ) -] 'iSL E xam ples

• Budgeting Exercise•See Template

•Record Keeping Exercise•See Template

•Auditing Exercise-SeeTemplate

Reporting

•National

B rJ1Sum m ary

•Read Chapter O fficers Manual

•Get Organized NOW!■Don't wait till the semester starts. ■Set good data from past treasurer

•Expect an Audit

, Budgeting

•Managing Expectations•Chapter Approval of Budget •Chapter Approval of Rules 4 Regulations

•Record Keeping•Hand Written Ledger ■Electronic - Quicken •Manual -3 column ledt, ■Access to Checkbook’

B rJ iO p e n F orum

•Late Payments

•Promissory Notes

•Party Funds

•Bad Debt

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B p™L C rea tin g Y o u r C h ap te r L eaders

C h ap ter O ffice r W orkshop

Corresponding Secretary

M o re th an A lu m n i R ela tions

B j

U niv ers ity R elations

I Coordinate annual meeting with the Dean & Greek Adviser

I Write articles for campus paper

I Invite Engineering faculty to formals & chapter events

S=L l R esp o n sib ilities

□ ■ M ember Contact Information

■ University Relations

■ Newsletter

■ Alumni Relations

B y

A lum ni N ew sletter

I Frequency & Timing

I Content o f Newsletter

I Distribution o f Newsletter

B j

S =L M em b er C o n ta c t In fo rm ation

I ■ Actives Phone & A ddress List

I■ Email Contact Lists

3 ? Other lists...

§

C

B pA lum ni R elations

I Provide timely information on upcoming events

I Keep updated on chapter status I W ealthofknowledge

Source o f speakers

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Bp,I W rap up...

■ Keep it fun, yet professional understand your audience

■ Keep it current & timely

■ Strive to improve

I We are all o f two minds about § conflict. We say that conflict is § natural, inevitable, necessary B and normal, and the problem is B not the existence o f conflict but □ how to handle it.

0 T*“ B uild ing Y our C h ap te r’s

Foundation

Conflict Resolution

Bps. What is your Purpose?3 > When you are in conflict with□ someone on your team (or in your□ family) what is your true purpose□ for dealing with them. What do

you honestly hope to achieve -B what outcome are you really

trying to produce?

C onflic t R eso lu tion

A dvanced In terpersonal C om m unications

0 Tg o deal effec tiv e ly w ith c o n f lic t...

■ Diagnose and understand the nature o f the conflict

■ Select appropriate course o f action, behaviors and communication style

■ Stay aware o f personal feelings /emotions / filters

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W hy to we have conflict?

difficigstres

ChallengingConversations

H p w to handle ult, em o tiona l, ;ful, an g ry and

:o ifro n ta tio n al c onversa tions

B y T he F o u r F u ndam en ta l Issu e s o f C o n flic t

✓ FIactS - what is going on

v G o a ls - what we are trying to achieve

v M eth o d s - how we will reach the goals

v V a lu e s - the ethics of the situation (fairness, justice, morals...)

Conflii :t is increased and prolonged when contending parties are

B rPThree Main Causes

. Arguing about the “facts” Truth / Intentions / Blame

2 . Ignoringemotions

I. Concern about impact Personal / professional

®T Approaches to dealing with Conflict

Competing

Compromising

Avoiding

Low Focus on Relationships Hlgh

The Truth Assumptions

■I am right■ You are wrong

■ I know the facts

■ You are mistaken

■ I understand

■ You are confused

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Arrogant

Manipulative

Controlling

The T ru th A ssum ptions are the problem!

‘I k n o w w h y y o u d id th a t

I assum e fromyour ac tions tha t

I clearlyu nders tand y o u r

intentions

IB ig p ro b lem s w ith th e “ in ten tions” “ assum ptions

z y We really think we understand people

y We assume intentions by impact

wi assume the worst

B*' Bad intentions = bad person

y Bad assumptions lead to selective perception

How do we fix the “truth” assumptions?

t you are not always right

Realize they are not always the problem

Check your information

Examine your world

□ ■ Explore their world

Y T

■ Wliat

T h ree K ey Q uestions:

it really happened?

How did it really make me feel?Mhat do I “guess” they intended?

from accusing...to explaining

“I ” - statements

The T ru th A ssum ptions

W e live in the sam e w orldlies / beliefs / attitudes / values / experiences

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B tScott, w h e n y o u c o m e in la te to o u r team

OmtTffiZetings, I f e e l f r u s t r a te d b e ca u se it h a s a□ se r io u s im p a c t o n k e e p in g th e a g e n d a on § track.

1P1 I f e e l like y o u d o n 't w a n t to b e in the□ m eetin g s, a n d th a t c o n fu se s m e be ca u se I Q k n o w y o u a re e x c ite d a b o u t th e p ro jec t.□ C o u ld y o u h e lp m e u n d e rs ta n d w h a t hasD be en k e e p in g y o u f r o m m a k in g i t o n tim e ? ’

Five Levels o f Confrontation

D e m a n d f o r A c tio nU n d e r s ta n d in g

S f i i ReflectionRelationship is to p prio rity

•> Sincere e ffo rt to understand

A ctive listening

□ " I can see that y o u are upset and you fe e l□ like there is a lot o f pressure on you. You□ n entioned that y o u are working on eight□ d'fferent projects, including the annualg budget. That is very challenging. le a n° understand that you fe e l stressed."

I

I

I - statem entsRelationship is im portan t

•> Build understand ing by sharing ❖ N on-judgm ental

I f e e l uncom fortab le w hen y o u throw Ies d o w n on m y d e sk a n d ra ise y o u r o ic e ."

H r]

§ "I C B f e e l

E we□ c o n

□ con

Diplom atic D isagreem entR each understand ing in a gentle way

*:• M utual understanding❖ D isagree... agreeably

❖ P reserve relationship in conflict

pp re cia te y o u r p o s it io n a n d re a lize y o u i t w i l l im prove p roduc tiv ity . I be lieve ih o u ld w a it u n til w e g e t th e n ew p u te r s a n d m ake su re th e so ftw a re is p a tib le ."

I Cot

I ' R i - v

§ - h

Gentle ConfrontationBuild relationship / change behavior

V alidate / direct N on-threaten ing ... tentative

❖ Show concern and understand ing

ib in a tio n o f :•flectionilid a tio n o f w o r th / im portance "-sta tem en ts

d ic a tio n o f consequences

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Jow you think the Tampa project is a waste o f c7t&lg,\ I understand your feelings and appreciate S that Jr may not seem like a top priority to you. o Tom jyou are one o f the key people on our team,□ however, I fe e lfrustra ted when you agree to5 deadlines on that project and then turn work in2 day slate. I am trying to manage a ll o f our° projects well, and this situation is causing me a lot□ o f stress and extra w ork I fy o u continue to delay § the project, i t may mean that we d o n 't meet ourB quarterly goals and we w ill a ll lose our chance fo r3 bonus."

B 1J iB u ild ing Y o u r C h ap te r’s Foundation

Success:

Professional DevelopmentThe individual’s Role

Firm C onfrontation❖ Focus on changing behavior

❖ M ain ta in / preserve relationship I •> D esire a firm resolution

] ❖ C lea r consequences for noncom pliance

‘ Sq m e as G entle C o n fro n ta tio n ... p lu s :

iis cannot continue. In the future, I would -eciate it i f you would please honor the deadlines you commit to. I t is very important to

all o f us. ”

WfO U T L IN E

■ W hat is Professional Development?■ Im plem entation

♦ Personal Level

♦ Chapter Level

■ N extS tep s

0 TL i F e e d b a c k

■ W hat was the top three things you learned ?

■ Do you feel that you will be able to apply this information?

is the class valuable to you?

w can I make better?

w w w .iohnspence .com

■ T h an k you!

B yPR O F. D E V E L O P M E N T ?

I A s defined by the 1995 Professional D evelopment Committee"ProfeutonaI Devtlopmtnl Ij preparation for a career Jcfiirlhtr

I Pledge and M embership Manual

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W fS - . E X A M P L E S O F PR O F. D EV .

IS THIS PROFESSIONAL DEVELOPMENT?

B h

I R E A L IT Y

■ Successes

B r]

E i . E L E M E N T S O F PR O F. D EV .

I ■ Leadership ■Community Service■ Quality ■Public Relations■ Academics ■Dealing with other■ Trust Chapters and Colonies■ Flexibility ■Travel■ Fund Raising ■Names■ Social

IM PL E M E N T A T IO N

How do y o u eat an elephant?

^ 1 J C O N C L U S IO N

■ P rofessional D evelopm ent i s ...

IM P L E M E N T A T IO N

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B tIM P L E M E N T A T IO N

a I ■ A W A R E N E SS

§ . SE LF -A SSE SSM E N T□ ■ O U TSID E A SSE SSM E N T S

I - ID O PPO RTU N ITIES□ ■ E N V IR O N M E N T

g ! ■ OPTIO NS■ A C T IO N P LA N

. TRACKING

0 IP E R S O N A L PR O F. D E V .

■ OPTIONS§ ♦ What is your career preference?

3 ♦ What are your career goals?EJ ♦ What are your life goals?

. ACTION PLAN♦ What is your plan to meet your goals?♦ What is your backup plan?

■ TRACKING♦ What is your progress in following your

plan and meeting your goals?

B 1SSL P E R S O N A L PR O F. D EV .H ■ AWARENESS

♦ Where are you?♦ What is happening to you today?

I ♦ Where are you going?3 ■ SELF-ASSESSMENT3 ♦ What have you done?3 ♦ What are your skills?g ♦ What are your values?3 ♦ What are your Goals?

\ ♦ What are your preferences?

0 TR E S O U R C E S

■ M yers-Briggs Indicator

♦ Personality TypeCounitut Piychologisu Prew, lac. (Wo Aim CA)

■ Strong Interest Inventory

♦ Identifies Interests

■ Career Value Sorting

♦ First Things FirstCnras Reaeamh & Tsting1 inc. (Su Jou CA)

0 TPE R S O N A L P R O F. D E V .

§ ■ O U TSID E A SSE SSM E N T S♦ What feedback do you have?

♦ Performance reviews, letters ofrecognition, etc.

§ ■ ID O PPORTUN ITIES

3 ♦ What career opportunities exist?I ■ E N V IR O N M E N T□ ♦ What is going on in the world?

B ♦ How do they affect you?

B jC H A P T E R PR O F. D EV .

■ A W A REN ESS• Where is the chapter going?• What is the state of the chapter today?

m SELF-A SSESSM EN T• IVhaf has the chapter done?• Where are the members in their

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0 TC H A P T E R PR O F. D E V .

■ OUTSIDE ASSESSMENTS♦ How does the University see the chapter?♦ How does industry see the fraternity?

■ ID OPPORTUNITIES♦ What opportunities exist in the area?♦ What resources do you have?

■ ENVIRONMENT♦ What is going on in the world?♦ How do they affect the chapter?

B uild ing Y our C hap ter’s F oundation

Community Service

B t t

CcomIbocdC H A P T E R P R O F. D EV .

!j ■ O P TIO N S□ « What are the goals o f the chapter?

■ A C T IO N P L A N3 ♦ What is the plan to meet theg chapter’s goals?

3 ♦ What is the backup plan?

g ■ TRAC KINGI ♦ What is the chapter’s progress in

following the plan?

B ' ]

E L . N E X T ST E PS

I ■ P rofessional D evelepom ent Starts withYou

3 ♦ Develop your plan• Prepare a resume

I ■ P rofessional D evelopm ent a t Your Chapter3 ♦ Survey the chapter for

• What members are interested inI ■ What members want to do

jj* Prepare a plan for the 2 years

0 TSS- Service to the Community

□ Benefits• Unite chapter in one activity

g ■ lnaease community visibility. ■ Improve image of fraternities

j ■ Enhance your own image in eyes of potential□ j employers□ ■ Earn Schrader points° ■ Have fun!

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0 - ]Service to the Community

jj Examples3 ■ Engineering presentations at local schools

■ Local Rube Goldbag competition for high schools3 (?????)3 ■ Can food driveg ■ Fundraisa for charity of your choiceI ■ Big Brothers/Big Sisters3 ■ Nursing home visitation / Christmas caroling3 ■ Roadway / park cleanup

■ Habitat for Humanity!

Tips on organizing events■ Local businesses are willing to help

• Many have a preset amount of goods set aside each month just for this purpose

♦ Contact them early before their allotment is already given out

■ Contact campus service groups (e.g. Circle K) to find out about other events that you could help

Service to the University

Benefits■ Inaeases visibility on campus • Improves relations with college/university

administration I ■ Introduce Theta Tau to potential rushees

B r]Tips on organizing events

3 ■ Publicize, publicize, publicizeg ♦ Especially for fimdraisas, make sure you getg the word out (go even furtha than you do for3 rush events)I ■ Ensure support within your chapta3 ♦ Selea a date / location that will be convenient

for brothers3 ♦ Solicit volunteers well in advance

• Remind people beforehand and thank themafterwards

P Tpirn Service to the University

I Examples

I ■ Tutoring sessions / FE exam reviews3 ■ Pea advising (e.g. undaclassmen course3 scheduling)

3 ■ Engineeringweekactivities

3

g

Challenge to your chapter

■ HabitatforHumanity♦ Contact: www.habitat.org♦ Website has information on how the program

works as well as phone numbers for local organizations

■ Find at least one more activity

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B r]Building Your Chapter’s Foundation

Risk M anagem ent

B r]Creating Your Chapter Blueprint

Running an Effective Lock-in

B r]

Irheta Tau Convention- 2002 treating Your Chapter Blue Print

Running an Effective Lock-in / ) Chapter Planning

How “developed” is your chapter?

r TP u rp o se of a Lock-in

IdealRault WetghtI. Discuss problems and concerns Aitdtffeteuco

plans fot key acttvitta.

5 Motivate the chapter.

1. P rob lem s and C oncerns

Discuss problems and concerns. Air differences.

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B rP~ _ j 2 . G oals

O Comments: Simply involving members in setting3 goals is a significant motivator. When people feelg ownership in the vision, they are much more likely toc participate in working toward that vision. In alla I activities, focus on balancing participation Help□ I bring out ideas from all participants. Prioritize

g \ What has worked for your chapter?

4. Energize and Unite (continued)Commercial Break!

Brainstorm ideas for “commercial breaks". Short energizing activities to wake up the group (ie have the group sing a Neil Diamond Song, have someone tell a joke,..)

What other ideas do you have for Energizing and Uniting?

0 ^p i - j 3. Planning

□ Sample resources included in appendix:

g ■ Chapter Planning- samples o f processesg ■ Chapter Assessment and Pre Planning§ Worksheet J ■ Chapter Master Schedule Tool

■ Action Plan

0 I r5. M otivate th e ch ap ter.

The entire lockr in should aim to motivate the chapter. Involving members in decision m aking and building brotherhood are key to m otivating members.

Specific thoughts follow. What other ideas do you have?

4. Energize and Unite!B Create an environment that will encourage

unity,understanding, teamwork, and brotherhood.

g ■ Blluraro ftlt «r)tf WIpl I tun or poiftv* activity- Startmg wrl

I ■

§ • Virvtfwrtza of the group for each activity- whole chapter, 54 membera, 2-3 members

■ &crour*» members Kteamup wch other rrmmten they Oonl know a,

I how tioes this apply to the chapter7

Lock-in Check List

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Q n, Attendance

Ideas follow. W hat ideas do you have?

Step I: Objectives

1 Instructions

c ■ Form Groups of 105 ■ You will be planning a 3 hour lockin, retreat, or□ “mini academy”. The purpose is to inspire,

energize, build a deeper commitment to yourj chapter, and to provide additional skill and

knowledge of leadership.□ j ■ We will ask groups to briefly share their outlines□ I at the conclusion of this activity.

r TSSL.I Step 2. Outline.

• BUILD IT! General Framework to follow for your lockin.

; • Icebreaker/ Building your community□ • Ground Rules□ ♦ Activity (ies)□ * Personalize□ • Wrap Up□ • Environment/ Creative Ideas

B r]EL , Scenarios

I Each group will be assigned one scenario to§ plan for:

i ■ G row thspurt3 ■ M ini me

E ■ Fix the cliques

■ Y ourow n scenario?

B j

□ Summary and Questions

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Outstanding I College I Leaders s

B rP

I. D ream B ig

D ream s

^Leadership...j In School I In Residence Life

In the Greek System❖ In the Community❖ In the Familyj In your Own Life

backgroundS 26 / CEO Rockefeller / BOD

S 500+ leadership books / articles / reports

S 230 companies worldwide

f Research Studies = I million + people

^ 80,000 + college students

/ Northwood Award /160

D=

=?bhe difference ?...

i Plans

j § Goals

I L Action

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Wf f o c u sW h e n y o u r In tended O -O utcom e is very clear a n ^ * , f specific, it significantly reduces th e n u m b er of accep tab le O ptions, m aking good Decisions m uch easier.

o f

2. Opportunity is Everywhere

I C l e a r I n t e n d e d O u t c o m e

How can I have lots o f fun in college...

> Getting Excellent G rades> Staying Healthy> Building my Resume

= > Preparing for my "Dream Job"

'R egard less of...li]A g e (Il)Race

SI] Gender !^R elig ion

(Hp] EducationSsFam ily

# 1 Money

O t ip™ Reticular A ctivating System

“ You become what you focus on”

«T ACTION“ L eadership is

action , not position .”

Gerald Greenwald

'The great aim o f education not knowledge, but action.”

Herbert Spencer

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0 r p

i S . E m b race R isk

^ T here can be

no rew ard,

w ithou t risk

Subjective Units of Discomfort

Where are you on the SUDs Scale ?

10-10 Asleep10-20 Passiveactivity

3 20 - 30 Engaged in task30 - 40 Excelling at task

40 - 50 ZONE / FlowI 50 - 60 Anxious - physical reactioni 60 - 70 Fear - fight / flightI 70 - 80 Physical shutdown

j 10 + Psychosis / death

0 ^

SaimuoC 0U r a g e i s v i t a l t o t h e s e l f - c o n f i d e n c e t h a t e n a b l e s o n e t o

I r i s k f a i l u r e i n o r d e r t o s e e k S t h e r e w a r d s o f v i c t o r y . . .

Failure P§ jit is unpleasant. . . but not fatal!

evaluate risk...

* Knowledge

Strategy

Action

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B y

4. Believe In

People

B rJ^ichest com pany in America £»™u»built on.................... Brainpower

M ic ro so f t’s on ly fa c to ry asse t is th e h u m a n im a g in a tio n

“ T he best leaders su rro u n d them selves w ith people who are sm a rte r th en they a re ”

B elieve in People

Shared vision

> C learly defined goals> O pen access to inform ation

^ r Tra in ing> Em pow erm ent

> T R U S T .. .

✓ H e n ry Fo rd

/ T h o m a s E d iso n

✓ A n d re w C arneg ie

✓ A lb e rt E in s te in

«• O p ra h W in frey

✓ M a rg a re t T h atch e r

/ P h il N ig h t

/ J a c k W elch

✓ B ill G ates...

®T TRUST = 3C s_ C o n sisten cy

TRUST

IHgftrust R e s p e c t

" Competence

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0 y

5. Attitude

I : ' SEverything

^ "R djust y o u r A ttitud e

M * The Gap

I V a * *C V S/ BVS

* 3 P’s

0Tj>zl I “ A person with the I right attitude and desire,

coupled with enthusiasm and self-

discipline, cannot help but succeed”

0-jA lead er’s personal ” pow er c o m e s f ro m .. .

C V S to B V S

- - S t i m u l u s ^ . —► GAP — »■: Response

Ideal L eader

^ T E xplanatory Style

P erm anence

□ P ervasiveness

2 P ersonalization

A n a ly z e B e h a v io r C h a n g e

a leader you must...DWYSYWD

Take Pride Clear Values Good Decisions Set an Example Get Involved

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| T 6 Lifelong Learning

i S 9

O rJ1O n e o f th e b est s o u r c e s . . .

3 ‘ T o be g re a t...

Y ou m ust surround y o u rse lf w ith greatn ess”

R JR Jphn D. Rockefeller

BtP=-I SU M M A R Y

I. D ream Big Dream s

2. O pportunity is Everyw here 3. Em brace R isk

4. Believe in People 5. A ttitude is E verything

6. L ife longL earn ing

Dow nload these free artic les and get

my suggested read in g list:

How to get Straight A’s

H ow to Reduces S tress

H ow to Pick yo u r D ream Job

How to Build a Professional N etwork

H ow to Interv iew fo r yo u r D ream Job

WWW.JohnSp0nCe.com

I Comparison0 C om piled from research and□ stu dy o f m ore than 300+ books□ and artic les on L eadersh ip,

M an agem en t and T eam build ing

I

urious

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th e ir em ployees

A ttention th rough Vision

s ❖ M eaning Through 9 Com m unication

J T rust th rough Positioning

J Development of Self

O rEviost A dm ired Leaders

C lear Values B In tegrity§ T ru s ti L isteningg Respect fo r Follow ers

Responsibility fo r Self

O1ORD Leadership 2000r * T eachable Vision

jj * Revel in C hange3 ❖ T ru ly T ra n sfo rmg * Bias fo r A ction

•> V a lu e y o u rT e a m m a te s

I Always S tre tch

0*^50,000 leaders, managers, jpl^m ployees - on 4 continents

B F our C ritical C haracteristics of A dm ired Leaders:

§ I H onest (98% )2 Forw ard-looking

2 3 Inspiring4 C om petent

B y 5 Y ear S tudy o f 100 T op L eaders

G uiding Vision

Passion

In tegrity

T ru s t

C uriosity

D aring

Self-Aware

5 Practices of L eadership

Challenge the Process

Inspire a Shared Vision

Enable Other to Act

Model the Way

Encourage the Heart

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B rF

- 'S U M M A R Y1. Dream Big Dreams2. O pportunity is Everywhere3. Em brace Risk4. Believe in People5. A ttitude is Everything6. Lifelong Learning

1TP rom oting Y our C hapter

Creating & Implementing an Effective Rush

B linding F lash o f the O bvious...

Focus on th e se 6 characteristics

T h ek ey . . . i s A CTIO N

and...

Theta Tau

Fraternity

“W h atso e v er th y hand findeth to do , do it w ith th y m ig h t ; . . .”

I f your chap ter does not recru it th e b e s t new members available on

your campus, it will DIE!

Hush

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[ Brand Image

•Ignite DesireI •! Love this place

•Fun it Up •u t it CXit

•Envision th e Future T■Left gel there together

JIush

® T Observations

•W hat common them es developed?

•W hat could my c hapte r do differently?

•W hat did I learn about myself?

•W hat new Rush idea will I s ta r t?

Hush

Resources

Hush

Ij Say it / Show it

. -Rush Activity■Role Play an actual Rusl

I ’Practicing verbal and rvI ’(3 ) Groups•Alpha - Alpha Fratemi1 •Zeta Zeta Fraternity

•Timing

Hush

Top 10 Rules o f Rush

Success Factors

■Rush Mechanics■Have a Plan■Top 10 Rules of Rush (H

•Know Your Product•What has membership c ■What guestions aren't t

•Know Your Buyer

I for you? 3 asked?

Hush

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G ro w in g Y o u r C hap ter

Pledge Education & M em ber Education

Developing a Winning Program

0 TT h e G o a l s o f E d u c a t i o n

3■ S e t example - do the things you expect

□ from your Brothers of T heta Tau■ S h o w -sh o w how things a re done from

□ a T heta Tau□ ■ Study - allow the pledges to take in the3 information and se e how they are□ expected to do things, and then allow

Ithem to prac tice

B jSSL j K e y P o i n t s t o U n d e r s t a n d

3 ■ They do n ’t have to prove anything -a ac tions will sp e ak louder than w ords

■ Pe rpetua ting your Chapter; training your rep lacem en t

■ K e e p ita s s h o r ta s p o s s ib le■ H azing-ZEROTOLERANCEi■ Include them into th e c hap te r; Build

T rust

-------------------------T h e G o a l s o f E d u c a t i o n

■ F r ie n d s h ip - M a k in g a s t r a n g e r a f r ie n d a n d e v e n tu a lly , a f r ie n d a B ro th e r

S ■ P e r p e tu a te y o u r C h a p te r

B ■ Instill r e s p o n s ib ili ty a n d= c o m m itm e n t

O r]H o w d o e s y o u r c h a p t e r

p L p e r c e i v e P l e d g i n g ?

I ■ Is it p e rce ived a s educa tiona l or□ ju s t som eth ing p eo p le d o th a t w antB to g e t into T heta Tau?3 ■ Does it lack s tru c tu re (se t m eeting3 tim es, t e s t req u irem en ts , social□ req u irem en ts , e tc .)?B ■ Is th e program re c re a te d with

IS

every new P ledgem aste r?

W h a t t o A v o id & L e a r n

■ O ne downfall o f P ledge Education - Reinventing the Wheel

■ Collecting ideas from th e active m em bers is a good s ta r t to develop your p rogram , b u t why n o t ask th o se who ju s t w ent th rough it?

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I What is important to teach Pledges?■ B ro th e rh o o d

■ C h a p te r O p e ra t io n s

■ P rid e in ©Tl

The Meaning of “Brotherhood”

I W hat a r e so m e e v en ts I w ays teach B ro therhood to your P ledges?♦ R oadtrips♦ Lock-ins♦ R e trea ts♦ Etc.

P -r The Meaning of “Brotherhood”

I W hat a r e th e R equ irem en ts of B ro therhood in T he ta Tau? ♦ P ay Dues♦ A ttend C h ap te r M eetings♦ P a rtic ip a te in activities♦ Etc.

SL The Meaning of “Brotherhood” L C hapter Operations

Brotherhood

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B rJ C hapter OperationscZrfoc P ledges need to learn while they area p ledging how to run th e ch ap te r so they3 will be m ore effective once they are3 in itiated.3 ■ C om m ittees - Fund Raising, Rush,□ Social, e tc .D ■ Philanthropy - H ab ita tfo r Humanity,J Food Drive, Blood Drive, e tc.

■ P rofessional Developm ent■ Roles o f th e officers in th e opera tion ofj th e C hapter■ C onduc t on and off Cam pus & with

3 o the r G roups

1T1L Fraternity History & General Information

B rPChapter Operations

■ Help them u nderstand why th e re is an ‘E- B oard’ and w hat its function is (se t

o c h a p te r policy)• A ssign a p ledge to e ac h E-Board mem ber

(outside o f big-little relationship) so they c an learn how to com plete ta sk s and have

□ them rep o r t to the ir P ledge C lass (Maybe□ c o rre la te with P ledge C lass Officers)

• Running a m eeting - R obert’s Rules of□ O rder; How to m ake a motion

I Fraternity History & General §— Information□ ■ Considered the co rnerstone o f most

P ledge Education Program s • M o s to fw h a tis Ie a rn e d is in th e P Ie d g e

and M embership Manual - supplem ent with C hap te r copy of ‘A History of Theta Tau F ra ternity’ fo r extra info

■ Basic know ledge required to p a ss the M embership te s t before initiation

B j *Train Your Replacem ent

Note.. . t h e s e P l e d g e s will b e ru n n in g th e C h a p te r o n e d a y a n d y o u w o u ld lik e it to b e ru n n in g a s e ff ic ie n tly a s th e d a y y o u w e r e o n th e E- B o a r d . . .R ig h t?

Wrap Up

■ They d o n 't have to prove anything - 5 ac tions will speak louder than w ords

■ Perpetuating your C hapter; training your□ rep lacem ent□ ■ Keep it a s sh o rt a s possible□ . H azing-Z ER O TOLERANCE!3 ■ Include them into the chapter; Build Trust

R A H IR A H IT h e ta T a u !

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B x-R E S E A R C H

□ > 90,000+ Pages / 10 years> Success

3 > L eadersh ip- > Psychology

a > H istoryS > Religion

How to Succeed in School & Life

gt.T .R .□ • Started college 19830 • 1.6 GPA 19843 • Re-start college 1985□ • AAatSantaFeCC□ . Admitted UF 1987□ • Presidentofschool § • Dean's assistantS • Businessowner1 • l l n , Eg • # 3 In U.S.A.3 • Who's Who

• 1989 - Dream job• 1991-CEO• BOD - Congress• 1993 - Up Sr Comers• 1994 Fulcrum Alliance• 30+ of Fortune 500• IOOMiIIion +• Age: 30• IOOBooks• 50 Tapes

B -rp ij l can not teach you

anything

♦I can only offer you the very best information available - and then you decided what you want to learn.

p£hallenge❖ Listen and Think

Take Notes❖ Ask Questions

□ What can I do with this?How can I make this work for me?

a How does this apply to U of F?

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I The Magic Formula§ J t l L j i re p a re fo r th e j o u rn e y ^ iJj

Failing to plan... — I a u n c h in to a c tio n

i \ /AZj - J \ n a ly ze a s y o u g o

I is planning to fail

3L p O e tw o rk w ith t h o s e w h o know

R ey P ointWhat you do today, determines who you'll be tomorrowFailing to plan... is planning to fail

Im p o rtan t Note: By whatever

definition of success you decided on.

Ta succeed in school...“I

To succeed in your career ...

To succeed in life ....

You must have a PLAN I

-jfersonal Success

❖ W hen you live a life w here your self-concept and core values a re in harm ony w ith your lifestyle and behaviors.

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For the Journey

® T Your choices createEB LD'S Yourdestiny

♦ School♦ C areer4 Location

Family 4 Children 4 Church 4 Politics

♦ Health4 C om m unity♦ Charity♦ R e tirem en t♦ Savings♦ Cars♦ Home♦ Lifestyle

0 Ts-what is the first step ?§ !!Decide where you

really want to go

B yE iS om e Q uestion to Ask ...

□ What do I love to do ?

❖ What do I hate to do ? I ❖ What am I great or gifted at ?

§ ❖ What do I truly value ?□ ❖ W hat d o e s m y "D ream " life look like ?

D =IOGood Decisions are: Values Based

• H onesty• Fun• A dventure• pamily

• Security• L aughter ■ Tru th• Com passion• Creativ ity

Com m unitySafetySerenity

- A verage Score: 9 .8 7 Had w ritte n V alues: 2%

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P rep a re fo r the Journey

A successful life does not result from chance, fate , o r good luck,

bu t from a succession of successful days lived in p u rsu it

o f a W o r th y P u rp o s e

7I any types o f Goals..

V Personalif ProfessionalTfFamiIy

T fSpirituaI

T fE d u c atio n aIifTravel

im portant point to Exdmember... v Ol

You don't / have to If

mp V l Klchoose one {/Jforever! .

0T SLMany types o f Goals...

Long-term : 3 -5 y e a rs - o r longer8□ [!M id-range: 1-3 y

□ jjs h o r t- te rm : th is

Im m ediate: today / week / month

K ey p o in t >*•u I I

G oals m u s t b e ... J \

C O N G R U E N T ^ f%

p e c if ic

fsu ra b l

rite them downim e B o u n d

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□ ■ MBA - International Financeg ■ 3.8 GPA or higher

• Internship with major financial company j ■ I semester travel abroad5 ■ President Portfolio Management Associationa ■ PresidentofFraternity ~ ■ HO professional contacts□ ■ 3 contacts at M&C / AA / D&T

. 5 solid letters of recommendation

L aunch into Action

payoff fo r having a Vision and se ttin g Goals ^•Makes decisions easier. ®"Gives you som ething to

look forw ard to . 40 , ^•Creates focus. (RAS)^4* c S how s you your

progress.

Some people...Know where they want to go Have a clear Worthy Purpose W rite down SMART goals Accomplish - NOTHING!

A c t i o n

Irepare for th e Journey

^SU M M A R Yi. Decide w here you really w ant to go.

i. C reate a c lear and specific intended outcome - a “values based” W orthy Purpose to live y o u r life by.

i. Set SM ART G oals to achieve you r Vision.

0Jxam ple: Marathon

U Read every book.

JJW atch su ccessfu l runners .

JJPick a race.

IfS tu d y t h e c o u rse .

S fC reate a tra in in g plan .

J D evelop a spec ia l d ie t.

JpBuy t h e b e s t equ ip m en t.

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Bx.i Passion = VisionVision = Direction

Direction + Action = A chievem ent

C onsistent A chievem ent = Success

j » t

"The way to get ahead, is to start now."

W illiamFeather

f h e T h re e S te p S e c r e t to S u cce ss

1. D ecided exactly w h a t it is you w ant.

2. D eterm ine w h a t it will take to ach ieve it. (5 w 's & H)

, Focus every b it o f energy and effo rt on ach ieving it.

Focus / B a la n c e

te n m o s t pow erfu l • tw o - le t te r w ords..

IF IT IS TO B E ...

IT IS U P T O M E I

P a y the P riceGet / Give / Give Up |

B rC=-_l.aunch into Action

"A good plan - violently executed ... is b e tte r th en an excellent plan un-acted upon"

Genera!A.M. Gray Commandantofthe Marine Corps

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B t ~S1TV few Key Points...

You c re a te d y our ru les ❖ They a re n o t n ecessarily c o rrec t

[] ❖ You can ch an g e th e m a t a n y tim eY our ru le s a re n o t th e s a m e a s

a n y o n e e ls e 's ru le s

Make rules that allow you to win ! Pick people th a t will help you win!

?hp c = ^ > Inform ation________, I Family - Friends - Sctiool - Cliurcli - Society - Advertising - Work |

A ssum ptions

eactionsOther People

A ttitudes

Beliefs Mental Maps

ActionsBehaviors / Focus / Attention

B rJ1EiXhe most important

slide o f the day...

You become what you focus on... and like the people you spend time with.

j?T Something to remember...

You will fail§ However, it is how you chose to I respond to those failures and ] setbacks th a t will determ ine

your u ltim ate success in life.3 I

B t- K U L E S

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B1<ey P o i n t

ResponsibilityResponse - Ability

The ability to choose your response.

- j,T K e y P o i n t s

Past (§) Future'-''No o n e e lse can m ak e y ou ang ry ... ^N o o n e e lse can m ak e you sad ... ^N o o n e e lse c an offend you...'■''No o n e e lse c an m ake y ou happy... ^N o o n e e lse c an dec ide fo r you... ^N o o n e e lse is r esponsib le fo r you..

O lJ b n y people never take “ ^ responsibility, they blame..

❖ G enetics

•> Family

❖ Environm ent

B y

"One o f the m ost powerful ideas o f our tim e is tha t humans have the ability to control their own thinking, and tha t by controlling your thinking - you can control your attitude, your behavior, and your fu ture."

B ' j ’Your personal power comes from...

\ y ____^ S t i m u l u s ► —+■ f . A P - » - » R esponse|

NetworkW ith Those W ho Know

r ' W ^ h r -

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I t is not ju s t who you know ...

But what you know

0IeveI 2Career Center

Internships

Other Students

The m ost successful people alw ays...

3 S u rround 3 them selves

w ith peop le 5 sm a rte r th a n B th ey are!

^JeveI 3i I

UMaster Mind O

Group

level I dicate yourself to...

Lifelong Learning

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O tE The most important

slide of the day...You become what you focus on... and like the people you spend time with.

B t

ERiskTo laugh is to risk appealing the fool...To weep is to risk appearing sentimental...

° To reach out to others is to risk getting□ involved...□ To show your feeling is to risk showing your I true self...

] To place your ideas out before the crowd is to risk being called naive...

- To love is to risk not being loved in return...To live is to risk dying...

|%emember...All the studying, all the research, all the knowledge is of little use...

if you don 't apply w hat you learn!

Knowledge X Action = Success

B j

=RiskTo hope is to risk despair and to try is to risk failure...

Bbt risks MUST be taken, because the greatest ~ risk in life is to risk nothing. The person who risks

nothing, does nothing, has nothing,is nothing, and becomes nothing. He may avoid suffering and

a sorrow, but he simply cannot learn and feel andI change and grow and love and live. Chained by his

certitudes, he's a slave. He's forfeited his freedom.

- Only the person who risks is truly free. Risk beingp special - Risk being amazing. Try it and see what= happens.

B rTSL1w o w , th i s is a lo t o f w o rk ...

"He w ho w ould accomplish little m ust sacrifice little; he w ho would achieve much m ust sacrifice much; he who w ould a tta in highly m ust sacrifice greatly ."

Jam esA llen

^ S u m m a r y

To succeed in life you must have a..

P L A N

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O j~ £

repare for the journey

Vision + V alues = W orthy P u rpose

SMART goals

I C areer, fam ily, hea lth , school ...3§ Short, m edium , lo n g -ran g e g oals

C ongruent

=L^Jetwork with those who know

You b ecom e w h at you fo cu s on.

^ Books, tap es, internet, sem inars.

T eachers, stu dents, clubs.

Master Mind Group

Lifelong Learning __________

;v_Taunch into action❖ D irection + A ction = A chievem ent

•> A m ount o f A ction applied , d e te rm in es a m o u n t o f su ccess

□ achieved .

□ < Pay th e Price

§ If it is to b e ...________________

^Analyze as you go0 You will fail

0 Responsibility

0GAP

Ideal You

0 P ast * Future

= I Q uestionsThe quality of your life, will be determined by the quality of your questions...

> o th e rs ... and to yourself I

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- E x a m p le : P oorWhy does this always happen to me ?

Why do I have to take this stupid class ?

Why am I so bad at accounting ?

How come I can never get an “A” ?

Why is the teacher always against me ?

What is wrong with these people ?

Why does school have to be so hard ?

^Exam ple: Good• What must I do to have as much fun as possible

□ and still get straight A's ?□ • What can I learn from this ?

• How can I make doing this job fun ?5 • How can I se t a good example ?: • What would a great leader do here ?□ • How can I help ?j • What is good about this ?□ • Will this help me achieve my GOALS ?□ • Is this the right thing to do ?

K e y p o i

✓ Control you r self-talk

✓ Ask better Q uestions

G r e a t s tr e S S a n a a n x ie ty is c re a te d byR p e o p le w h e n th e y w o r r y a b o u t a n d tryu to c o n tro l th in g s th a t a r e s im p ly .. .

ou t o f th e ir control

H o w c a n I h a v e as m u c h fu n as •™“” p o s s ib le ...

W hile still getting s tra ig h t A ” s, stay ing healthy and safe and p re p arin g m yself to land m y dream

jpb

~ C o n t r o l§ YES□ ' YourAttitude□ ✓ Your Beliefsb ✓ Your Rules□ ✓ YourTime□ ✓ Your Speech3 ✓ YourAppearance ✓ Money

g •- I Location

NO■ O th er People* Your Family■ YourFriends■ Society■ Government■ The Economy■ Weather

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Something to p - ThinkA bout...

Life is Hard...: The day you stop expecting I life to be simple, fair and I easy...

P l e a s es Send me an e-m ail...

> What did you learn ?

> How will this help you ?a

> Feedback, ideas, suggestions

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