IAM Membership Luncheon Monday, September 12, 2011 Noon -2:00 pm 2011 Alan F. Wohlstetter Scholarship Fund Scholarship Recipients David Bardebes Sponsored by: Crown Worldwide Movers Lorie McBrien Sponsored by: Crown Relocation Chloe Murphy Sponsored by: Pac Global Insurance Brokerage, Inc. Amit Thakker Sponsored by: 21st Century Relocation Alexa Valentine Sponsored by: Rainier Overseas Movers Brandy Wagner Sponsored by: Allegiance Worldwide Relocation 2011 Alan F. Wohlstetter Scholarship fund Alan F. Wohlstetter Scholarship Fundraising Committee Sandra Rowe Maier, Chair – Jet Forwarding Inc. Georgia Angell – Deseret Forwarding International Mary Arrand – The Pasha Group David Beere – Matson Navigation Co. Andy Cartwright – Cartwright International Craig Crawford – Silver Ridge Forwarding Christiane Crown – The Arpin Group Gordon Keene – ABBA International Rick Nordquist – Rainier Overseas Monico Paoli – The Pasha Group David Rowe – Jet Forwarding Inc. Alan F. Wohlstetter Scholarship Fund Bronze level; $500-$999 Aloha Worldwide Forwarders Baltic Forwarding, Inc. Cartwright International Van Lines Foremost Forwarders Republic Moving & Storage Richard & Judith Curry Westpac International, Inc. Alan F. Wohlstetter Scholarship Fund Silver; $1,000-$2,499 Approved Forwarders Arrowpak International Atlas World Group Australian Vanlines NSW Pty Ltd BINL, Inc. Blonde International, Inc. Canal Movers & Logistics Cargo Express (Saipan), Inc. Classic Forwarding, Inc. Alan F. Wohlstetter Scholarship Fund Silver; $1,000-$2,499 Coleman World Group Crystal Forwarding Deseret Forwarding Government Logistics NV Interstate International Jet Forwarding Inc. Puget Sound International, Inc. Stevens Forwarders, Inc. Tri Star Freight System, Inc. True North Relocation, LLC Alan F. Wohlstetter Scholarship Fund Gold $2500-$4,999 ABBA International DeWitt Transportation Services of Guam Executive Relocation International Inc. Gateways International, Inc. The Day Companies, Inc. The Pasha Group James Thompson Jr. (in memory of James Thompson Sr.) Wagler Integrated Logistics, LLC Alan F. Wohlstetter Scholarship Fund Platinum level $5,000 and above AARE Logistics Gridiron Forwarding Company, Inc. Manchester Grand Hyatt, San Diego, CA National Van Lines, Inc. & National Forwarding Co., Inc. (in memory of F.L. McKee Sr.) Royal Hawaiian Movers Alan F. Wohlstetter Scholarship Fund 2011 Alan F. Wohlstetter Scholarship Board Mr. Terry Head Mr. Randy Groger Ms. Jackie Agner Ms. Amy Brewer Ms. Amy Nilson Ms. Sandra Rowe Maier Mr. Doug Finke Mr. Alan F. Wohlstetter Rustlers and Hustlers …see you there! Apply for 2012! HALL OF HONOR INDUCTIONS RICHARD DEWITT HALL OF HONOR INDUCTIONS DOLF GOSSELIN HALL OF HONOR INDUCTIONS GEORGE W. PASHA III HALL OF HONOR INDUCTIONS COLIN QUARRINGTON STATE OF IAM ADDRESS TERRY HEAD President IAM IAM STAFF •Belvian Carrington •Lanee Johnson •Jamila Kenney •Brian Limperopulos •Julia O’Connor •Janet Seely •Charles White 2011 President’s Report ASSOCIATION NAME CHANGE International Association of Movers (IAM) Effective January 1, 2009 with a one year transition period New name has achieved broad acceptance New logo usage required; some members still using old logo 2011 President’s Report MEMBERSHIP Manager, Member Services; Ms. Julia O’Connor IAM maintains (6) types of memberships; (3) corporate & (3) individual Total Worldwide Membership: 2,436 in 176 Countries U.S. Governing (Formerly Active) Members Overseas Governing Members U.S. Core (Formerly Associate) Members Overseas Core Members Supplier Members (New Category) YP-35 Members 125 11 405 1615 66 206 Industry Veterans 4 Student Members 4 Top (5) Business Types for Core, Governing, and Supplier Members Relocation Company 4% Port Agent 7% Military TSP Commercial Forwarders 21% Full Service Agent 33% Customs House Broker 4% All Others 31% Governing Members by Geographic Location Overseas (incl. Canada) 9% United States 91% Percentage of Core Membership by Continent Asia 29% Europe 28% Oceania 2% South America 6% North America 28% Africa 7% Countries with the most Core Members by Percentage Australia 4% Italy 5% India 5% Korea 4% France 4% United States 47% United Arab Emirates 7% China 7% Germany 8% England 9% 2011 President’s Report TOP (5) SUPPLIER CATEGORIES Insurance & Transit Claim Services: Technology Services: Packing/Containers/Moving Equipment: Consulting Services: Mover Specialty Services: 22 16 13 4 4 Top (5) Supplier Members by Country England 9% Canada Australia 6% 5% Germany 3% United States 77% 2011 President’s Report FINANCIAL In lieu of a 12 month audit, a full 18 month review to be conducted following close of books on December 31, 2011 Revenues: Total estimated (unaudited) from July 1, 2010 to June 30, 2011 = $3,818,597 Expenses: Total estimated (unaudited) expenses for same period = $3,407,923 Cash and Investments: As of June 30, 2010 which includes $1,395,273 in prepaid Annual Meeting costs for 2011 = $2,989,572 Total Unrestricted Net Assets: $2,439,311 2011 President’s Report Annual Meeting Expenses ‘07 New York City $1,407,888 1879 Attendees ‘08 Hawaii $ 859,023 1540 Attendees ‘09 Orlando $1,075,745 1729 Attendees ‘10 San Diego $1,136,966 1740 Attendees 2011 President’s Report DOD PERSONAL PROPERTY PROGRAM Director of Military & Government Relations; Charles (Chuck) White III IAM represents the interests of Membership and the entire Industry (all stakeholders) TOPS is dead (at least we thought it was) • Virtualizing TOPS functionality to work in a web-based environment “ETOPS” (in the future) Direct Program Method (DPM) • Secondary consideration of maintaining DPM • Exploring use of “express” type service 2011 President’s Report DOD PERSONAL PROPERTY PROGRAM -DP3 status Best Value Acquisition – CSS Statistical Validity Traffic Distribution (Shipment Awards) TSP and Agent Affiliation • Self-Certification • Electronic Agreement Open Season Common Financial & Administrative Control (CFAC) – Domestic Outsourcing • Business Case Analysis (BCA) OSD plans for expanding the regionalization of JPPSOs on a global basis 2011 President’s Report Government – Key IAM Relationships General Services Administration (GSA) • Ongoing contact with divisions of GSA that manage both the CHAMP Program and the Transportation Audits Division U.S. Department of State (DOS) • Constant and desirable source of business for TSP and Agents; In 2010 there were 22,800 international shipments • Continued transition from control of US Despatch Agency to that of door-to-door shipments through GSA CHAMP Program • DOS cooperating with US Department of Defense; manage DOD shipments for military personnel assigned to US Embassies and Consulates • DOD/DOS program will continue and new destinations will be added 2011 President’s Report CONGRESSIONAL AND GOVERNMENT Mr. Jim Wise & Mr. Bryan Vickers, The PACE Companies, Arlington, VA Continued responsibility to monitor, promote and advocate on behalf of IAM in all federal legislation, regulations and programs • U.S. Congress • Federal Maritime Commission (FMC) • Department of Homeland Security (DHS) • U.S. Transportation Security Agency (TSA) • U.S. Customs and Border Protection (CBP) • Department of Commerce • DOT – Federal Motor Carrier Safety Administration 2011 President’s Report YOUNG PROFESSIONALS GROUP (YP) A focused networking group for those new in their careers and the Association – an open opportunity for all IAM Members age 39 and under YP Chair; Ms. Amy Nilson YP Vice Chair; Ms. Amy Brewer IAM staff coordinator; Mr. Brian Limperopulos (IAM Programs Manager) YP Management Board (YPMB) includes (1) representative from (7) geographic regions Governing Members afforded free YP Memberships New Activities: “On the Move” newsletter, Young Movers Conference, Young Movers Leadership Summit, participation at IAM’s Joint Leadership Breakfast YP web site: http://www.yp-35.org/ 2011 President’s Report IAM Programs Programs Manager; Mr. Brian Limperopulos Security and Customs Shipper Guides Technology Partnership – globally based Consensus Committee • 2008 IAM – ANSI accredited standards developer; 2010 Received ANSI approval of electronic codes; ISO Approval within next 12 months Receivable Protection Program (RPP) • 2009/10, IAM reimbursed (7) qualified claims in the amount $21,000 • New Dispute Resolution Program (DRP) • Slow-Payer Alerts RPP Members by Location United States 29% Overseas locations & Canada 71% 2011 President’s Report IAM Code of Ethics Programs Manager; Mr. Brian Limperopulos “Code of Ethics” established several years ago Recent Board approval for an “IAM Code of Ethics Enforcement Policy” Establishment of a “Members’ Ethics Council” • Potential COE violations to be heard and judged by a group of peers using a standardized process “More detailed information to be revealed during the Annual Meeting and within future articles of The Portal Magazine” 2011 President’s Report IAM – PUBLICATIONS AND WEB SITE(s) Director of Communications and Member Engagement; Ms. Janet Seely Membership Directory On-Line Directory The Portal Magazine Electronic Newsletters and e-Blasts IAM GlobalMatch IAM Web Sites: http://www.IAMovers.org/ http://www.IAMmeetings.org/ New Association Management System (AMS) New Content Management System (CMS) IAM Job Board Social Media 2011 President’s Report INTERNATIONAL SHIPPERS ASSOCIATION (ISA) As of September 1, 2011 – Total ISA Membership = 222 Established 1999 as a collective buying group; now operates with its own corporate identity and Board of Directors Patronage dividend of $75,000 being distributed to 144 participants based on 2010 through-put in the North Atlantic Service Contract and ISA Agency Agreement in place for military/government shipments in Pacific trade lanes Commercial expansion efforts seeing recent success (Mallory Alexander International Logistics, Direct Container Lines/Vanguard Logistics & S.E.A. Corp.) Membership open to IAM and non-IAM members ISA web site: http://www.isaship.org/ 2011 President’s Report Alan F. Wohlstetter Scholarship Fund” Current Fund Balance: $380,000 This year, six (6) $5,000 scholarships were awarded to IAM Member company employees and/or their dependents. AFWSF Board of Directors: • Heather Engel, President • Jackie Agner, Secretary of the Fund • Sandra Rowe Maier, AFWSF Fund Raising Committee AFWSF 2011 “Rustlers and Hustlers Saloon” Applications for scholarship submitted to: http://www.afwscholarship.org/ 2011 President’s Report Ongoing Carbon Offset Efforts Eco-friendly Practices and Support 2011 President’s Report IAM – “HALL OF HONOR” Established in 2007 – Selection Committee Chairman; Mr. John Day HOH Coordinator; Mr. Brian Limperopulos (4) Individuals inducted in 2011: • Mr. Richard Dewitt • Mr. Dolf Gosselin • George W. Pasha III • Colin “Q” Quarrington Formal call for nominations (for 2012) to be announced later this year 2011 President’s Report FUTURE IAM ANNUAL MEETINGS 2012 – “50th Anniversary” Annual Meeting Gaylord National Resort and Convention Center National Harbor, Maryland (Washington, DC) October 10-13 2011 President’s Report FUTURE IAM ANNUAL MEETINGS 2013 – 51st Annual Meeting Conducted in collaboration with the CANADIAN ASSOCIATION OF MOVERS (CAM) Vancouver Convention Center Vancouver, BC, Canada October 7-10 2011 President’s Report THANK YOU! www.IAMovers.org IAM Membership Luncheon Monday, September 12, 2011 Noon -2:00 pm