SMART INVESTING IN TOUGH FINANCIAL TIMES
Russ Pyle, Vice President-Senior Financial Advisor, Merrill Lynch
Oklahoma City (November 14, 2008) When it comes to the economy, it's best to keep your emtions out of it. Russ Puyle, Vice President-Senior Financial Advisor, Merrill Lynch, said he's given that counsel to his clients countless times over the last several months. He repeated the advice to a full room of OSAE members and guests who came to hear him talk about “Smart Investing in Tough Financial Times” at the November luncheon at the Waterford Hotel.
“We need to keep our emotions out of investing. When we panic, we tend to make wrong decisions,” he said.
Pyle points to unprecedented media coverage of the markets that has fueled the panic. Cable business news stations, blogs and pundits turn plummeting markets and failed business news into doomsday scenarios to keep viewers coming back to watch. Read more.
Hot Off the Virtual Express: New Association Manager newsletter
The Fall 2008 Association Manager is available to download here.
Highlights include:
President Stewart's first column as OSAE President
Association Bootcamp recap
New board member anxiety
Organizing your professional and personal life
Member profiles: Robin Mickel and Mark Bledsoe
Make it an OSAE Day! 2008 Annual Meeting Review
“Loved the opening speaker.”
“Capt. John Kielty was remarkable.”
“I learned new information to help build a bigger and better team.”
“Very appropriate and timely.”
“Golf at Tinker Air Force Base was a fun and unique experience.”
The Tulsa and OKC hospitality communities outdid themselves again to spoil OSAE!”
And you thought the only purpose for conference evaluations was to qualify for prize drawings!
Of course, your evaluations were extremely valuable to measure the success of our 2008 meeting, OSAE Bootcamp: The Power of Associations. Those who won giftcards and other prizes for filling out their evaluations are especially glad they made the effort.
Thanks to everyone who attended, sponsored, supported and learned from our three-day annual meeting that was held in July at the Reed Center in Midwest City.
The patriotic-themed meeting was a perfect backdrop for sessions that offered us new tools about how to do our jobs more effectively. Read more.
Kelsey Named George Nigh Executive of the Year
Oklahoma City (July 21, 2008)-The Oklahoma Society of Association Executives honored outstanding members during its recent annual meeting. The meeting, “Association Boot Camp,” was held at the Reed Center in Midwest City.
The group’s highest honor, The George Nigh Association Executive of the Year Award, was presented to Lyle Kelsey, CAE, CMBE. Kelsey has more than 35 years experience in the healthcare field with the majority of time spent in professional association management. Currently, he serves as the executive director of the Oklahoma State Board of Medical Licensure and Supervision. Prior to that, he was with the Oklahoma State Medical Association.
Read about more award winners here.
Hall and Dunlap Dish on Politics
June 6, 2008-With chants of “hope and change,” and a dig about another year without tort reform in our state, Pat Hall and Jim Dunlap kept OSAE members on their toes as much as they kept them laughing in their seats at the June luncheon at Coles Garden.
Sharp-witted and experienced in the ways of Oklahoma politics and also savvy about the national scene, Pat Hall, CAE, ASAE Fellow, and Jim Dunlap are always an OSAE favorite. As a bonus, this appearance coincided with lots of political happenings in the headlines. It was the week for filing for the 2008 Oklahoma general election, the week Sen. Barack Obama sewed up the delegate count to be the democratic nominee for president and it was soon after the state legislature adjourned for the year.
Together, Hall and Dunlap are the owners of Majority Plus, LLC, a bipartisan political consulting and lobbying firm with a wide array of clients. Read more.
Pritchard Provides Valuable Tax Tips for Associations and Non Profits
May 2, 2008-Barbara Pritchard, Senior Stakeholder Liaison with the IRS Communication Liaison and Disclosure function, spoke during the May OSAE luncheon in Norman. She talked about the Tax Gap and the reasons why we should care. The Tax Gap is the difference between the amount of tax that taxpayers should pay for a given year, and the amount that is paid, voluntarily and timely. In 2001 the Tax Gap was estimated to be $345 billion dollars. More information on the Tax Gap and the link to these fact sheets can be found on www.irs.gov but the direct link is: http://www.irs.gov/newsroom/article/0,,id=158619,00.html
Pritchard also talked about "Navigating the IRS website." The search tips link http://www.irs.gov/help/search_help.htmlare is
located in the upper right hand corner of the main page. These tips can help narrow down your search criteria making the website more
manageable.
As a Stakeholder Liaison, Pritchard's job is to educate her industry stakeholders about new tax law changes nd endeavor to break down barriers between
the IRS and both the tax practitioner community and our industry partners. She works with industries on issues relating to IRS policy and
practices or procedures that might be causing them problems.
"Networking with the members of a great organization like OSAE enables me to build on these relationships," said Pritchard. "I look forward to more interaction with OSAE members."
Pritchard provided other helpful links:
Contact Pritchard at
Barbara.A.Pritchard@irs.gov or 405 297-4781.
March 7, 2008 - Telling Oklahoma’s story through its people is how the Oklahoma Heritage Association fulfills its mission. And the same could be said about Oklahoma’s association industry – each association is only as good as each individual member, and every member has a story.
