Workshop			Presenter
General Session
1:30 AM	Collegiate Housing & Infrastructure Act (CHIA) Making College More AffordableMeans Keeping Student Housing Costs Under Control. The highcost of college is a threat to educational equality and Americancompetitiveness. A quirk in thetax laws allows colleges and universities to use charitable contributions tobuild and maintain student housing while preventing other not-for-profitstudent housing entities from doing the same thing. This session will provide an update on the Bill and where it is in the House and Senate.		Pete Smithhisler, Executive Director, North-American Interfraternity Conference Pete Smithhisler, president and CEO for the North-American Interfraternity Conference (NIC), is responsible for representing the interests of fraternal organizations, managing the Coalition Assessment Project, and coordinating daily interactions with any of the NIC’s 73 member organizations, five million alumni, or 800 campuses. He has served the NIC for 11 years as vice president for leadership education, vice president for media and community relations, and was appointment to the role of chief executive on August 1, 2007. His experience in government, with higher education partners, and within the industry makes him one of the nation’s foremost advocates for the fraternal movement.
Facility Design and Fundraising
8:45 AM	Before you Begin, There is Programming		Mike Hug, Hug & Associates Michael Hug is an alumnus of the Alpha Tau chapter of Kappa Sigma Fraternity and received architectural degrees from Georgia Tech (BS 1980) and the University of Michigan (MArch 1982). Mike spent 10 years with large commercial architectural firms, prior to starting his own design oriented Architectural / Interior Design firm, Hug & Associates, in 1992. His firm designed the Theta Chi and Beta Theta Pi houses at Georgia Tech, and the Pi Kappa Alpha house at the University of Illinois. He is currently designing a new chapter house for Kappa Sigma at Georgia Tech. The Beta Theta Pi house received an Urban Design Award for "Sensitive Infill" within a Historic District.
10:00 AM	Can Greek Houses be Sustainable?		Janice Wittschiebe, Richard Wittschiebe Hand As a registered Architect and Interior Designer, LEED AP (Accredited Professional) and Alpha Xi Delta Alumnae she brings a wide range of abilities and understanding to fraternity/sorority planning and design. She also brings her experience as AXD Building Corporation VP of Facilities regarding the maintenance and operations side of the equation. RWH, in business since 1973, provides masterplanning, programming, architectural and interior design. RHW has completed seven fraternity and sorority projects on several campuses and is currently assisting three others with planning.
11:15 AM	Managing Your Project With an Eye on Sustainability Sustainable building methods and systems are working their way into the consciousness of the mainstream. Campuses and Greek organizations are ahead of the curve, many having taken early steps to "go green". As LEED Accredited Professionals we can help you in your effort to minimize the impact that your house projects and its operations have on the planet. We will also discover for you hidden opportunities to recycle, conserve, and save.		Chad Pepper, Greek Key Services Chad Pepper, President of Greek Key Services is a LEED Accredited Professional. Our teams expertise in architecture, construction, real estate & LEED projects, ensures your project is designed and constructed using a holistic approach. A holistic approach takes into consideration the initial cost of design & construction, the life cycle costs/savings and the impact on the environment. At Greek Key Services our philosophy is that a successful house & facility maintenance program is rooted in education and planned preventative maintenance. Our organized system allows for the record keeping necessary for a long term solution, with sustainability & operational savings in mind.
2:45 AM	Raising Capital, Your Guide to Fundraising Fundraising can be a daunting task. Who likes asking their friends and pledge brothers or sisters for money? This workshop will help explain the process of conducting a feasibility study as well as steps to consider when considering a capital campaign. Topics will include: tax deductibility; volunteer training; study and campaign timelines; and Donor Demographics.		Bill Paris, The Laurus Group Bill, Principal of The Laurus Group, has served as a director of the National Fraternity of Kappa Delta Rho, Inc., and also as a trustee of the Kappa Delta Rho Foundation. In 1993 Bill was selected to be the Executive Director of the National Fraternity of Kappa Delta Rho and the Kappa Delta Rho Foundation. In 2005 Bill and Brian joined forces to form The Laurus Group. Brian Bates, The Laurus Group Brian, Principal of The Laurus Group, currently serves as President of the TKE Atlanta Area Alumni Association, is part of the regional volunteer servicing team, and serves on the Life Loyal Teke Committee. After graduation, Brian worked for TKE for three years, last serving as regional director in 1993 overseeing 112 chapters and colonies in the Northeast United States.
Finances, Taxes, and Liability Insurance
8:45 AM	Tax Law and Deductibility Roger Gallivan will discuss the tax issues facing housing corporations today. Roger will focus on choice of entity and ownership structure possibilities, unrelated business income issues and state tax nexus issues. Roger will also open the floor to respond to questions and issues effecting those in attendance.		Roger Gallivan, Arnold Gallivan Levesque Roger Gallivan graduated Cum Laude from Ball State University with a Bachelor of Science Degree in Business (Accounting). Roger has specialized in serving tax-exempt entities and healthcare organizations since 1996 with respect to budgeting and forecasting, analyzing transactions to comply with tax-exempt entity laws, analyzing compensation agreements, reducing the cost of tax compliance and developing strategies to maximize organizational assets and resources.
10:00 AM	Legal Overview - Personal Liability and Other		Dan McCarthy, Manley Burke Dan is an attorney with Manley Burke, LPA in Cincinnati, Ohio. Dan is the Editor of Fraternal Law, monitors the National Anti-Hazing Hotline, and works with a number of national men’s and women’s Greek organizations. Dan practices in the areas of fraternal law, local government, eminent domain, constitutional law and land use/zoning.
11:15 AM	Dollars and Sense - Budgeting, Accounting, Financial Pro Formas Roger Gallivan will discuss techniques for developing pro forma financials for new housing investments, why the budgeting process is more than an annual event and how to ensure that your financial data is complete and accurate on a monthly basis. Roger will also discuss how you can use budgets and forecasts to maximize return on assets and resources.		Roger Gallivan, Arnold Gallivan Levesque Roger Gallivan graduated Cum Laude from Ball State University with a Bachelor of Science Degree in Business (Accounting). Roger has specialized in serving tax-exempt entities and healthcare organizations since 1996 with respect to budgeting and forecasting, analyzing transactions to comply with tax-exempt entity laws, analyzing compensation agreements, reducing the cost of tax compliance and developing strategies to maximize organizational assets and resources.
2:45 PM	Covering Your Assets - Liability Insurance
Alumni Recruitment and Volunteer Management
8:45 AM	Understanding Undergraduate Recruitment		Josh Orendi, Phired Up Josh Orendi is co-founder and Chief Executive Officer of Phired Up Productions. Applying successful backgrounds in business-networking, nonprofit expansion, corporate management, and executive recruitment, he delivers a fun, demanding style of training that empowers individuals with the belief and skill necessary for achieving limitless possibilities. Josh is the co-author of Good Guys: The Eight Steps to Limitless Possibility for Fraternity Recruitment. He is a proud member of Alpha Sigma Phi Fraternity which he joined at Bethany College.
10:00 AM	Recruiting Alumni Volunteers		Josh Orendi, Phired Up Josh Orendi is co-founder and Chief Executive Officer of Phired Up Productions. Applying successful backgrounds in business-networking, nonprofit expansion, corporate management, and executive recruitment, he delivers a fun, demanding style of training that empowers individuals with the belief and skill necessary for achieving limitless possibilities. Josh is the co-author of Good Guys: The Eight Steps to Limitless Possibility for Fraternity Recruitment. He is a proud member of Alpha Sigma Phi Fraternity which he joined at Bethany College.
11:15 AM	Now that we have them, how do we best leverage each of their talents? There is a significant difference between managing employees and managing volunteers, and this is especially true within fraternities and sororities. Find out how to get the right people into the right seats on the bus. Learn how to leverage the talents and interests of your team despite the politics and personalities that might emerge.		Dan Wrona, Rise Partnership Dan is the CEO of RISE Partnerships, a company dedicated to “advancing the interfraternal community through education and innovation.” He has provided training and consulting to fraternities and sororities on more than 100 campuses over the past decade. Dan combines professional expertise in the fields of training, leadership and organizational development to ensure that interfraternal leaders have the skills and solutions to transform our community.
2:45 PM	Setting a Strategic Plan This session will help volunteers identify strategic framework for developing their board.		Dan Wrona, Rise Partnership Dan is the CEO of RISE Partnerships, a company dedicated to “advancing the interfraternal community through education and innovation.” He has provided training and consulting to fraternities and sororities on more than 100 campuses over the past decade. Dan combines professional expertise in the fields of training, leadership and organizational development to ensure that interfraternal leaders have the skills and solutions to transform our community.
Facility Management, Employment and Communication
8:45 AM	But I Haven’t Heard From You - Communicating With Your Alumni "But I haven't heard from you in XX years!" The number one complaint heard during a capital campaign. This session will break down different types of alumni communication, what is most "cost" effective, what should go in your alumni communication program, timelines, and understand how your members priorities and abilities shift post college.		Brian Bates, The Laurus Group Brian, Principal of The Laurus Group, currently serves as President of the TKE Atlanta Area Alumni Association, is part of the regional volunteer servicing team, and serves on the Life Loyal Teke Committee. After graduation, Brian worked for TKE for three years, last serving as regional director in 1993 overseeing 112 chapters and colonies in the Northeast United States.
10:00 AM	Managing A Kitchen		Eric Soete, Culinary Consultants CCI is the nation’s only group purchasing organization that focuses exclusively on fraternity and sorority food programs. Our core business is to ensure these organizations decreased pricing on food and equipment purchases while increasing their service and quality of products to each individual chapter. CCI negotiated a contract with one of the largest and most reputable food distributors in the nation called US Foodservice. This contract on average reduces every chapters overall weekly invoice by 15 % from their current food provider and changes virtually nothing about the way their current food program is being run.
11:15 AM	Recruiting and Retaining House Mothers/Live-In Advisors
2:45 AM	Protecting Your Investments - Managing A Facility		Alan Lutes, Alpha Remodeling