NTMA 2010 Annual Convention
BRIDGES TO EXCELLENCE…
BRIDGES TO SUCCESS N E T W O R K I N G • N E X T G E N E R AT I O N • T E C H N O L O G Y February 28-March 4, 2010 Frenchman’s Reef & Morning Star Resort St. Thomas, U.S. Virgin Islands
DEAR NTMA MEMBERS, As we begin a new year, let’s put 2009 with its bank failures, automotive bankruptcies, and business declines behind us. I would like to invite you to the 2010 Annual Convention to begin building bridges – bridges from your company to the next generation of workers, bridges to new technology and bridges to networking with peers and allied trade associations. The Annual Convention will provide a first step in this building process. With programs on Succession Planning, TurnAround Strategies and understanding what our government is doing to help (or hinder) our businesses, we are sure you will take home
valuable information. Providing timely and relevant program content is important; however, why travel to an island paradise and spend entire days in hotel meeting rooms? At least three afternoons have been left unscheduled so that you can enjoy some time in the sun. By late February/early March sun and sand will be awfully inviting! Joy and I look forward to seeing many of our old friends, as well as making many new ones in St. Thomas. Please join us as we begin our year advocating for NTMA and the industry.
Russ Reschke 2010 NTMA Chairman-elect Metal Processors, Inc. Stevensville, MI
SEMINAR HIGHLIGHTS Monday, March 1
Wednesday, March 3
Transition Planning: Building Bridges for the Future
Surviving the Present by Preparing for the Future
9:30 a.m. - 12:00 p.m. Les Banwart Banwart Strategies, Dayton, OH What will happen to your family business? Will it stay in the family? Is the next generation ready? Is the current generation ready to hand over the reins? According to Les Banwart, transition planning can help you find the answers that will bridge these gaps. Involving more than what’s commonly understood as succession planning, this is an ongoing process that gives the family the knowledge and tools it needs to resolve generational differences, solve interpersonal issues, and avoid common mistakes. This multifaceted approach – with the enduring success and happiness of your family as its goal – is nothing less than one of the most important things you and your family will ever do together. Les believes that an effective transition plan for your business will protect your family's wealth and bring clarity to the family’s vision and long-term direction. It will provide guidance for the various generations to communicate with each other. Working with all family members helps to create a more satisfying transition to the next stages of their lives.
9:00-11:00 a.m. Dan Pring HANC Business Advisors, LLC, Grand Rapids, MI Periods of economic and financial distress pose special challenges to the capabilities and decision-making processes of most professional management teams. Not only do such occurrences increase demands on existing managerial abilities, but they also create a whole new spectrum of legal, accounting, and financial considerations that impact the renewal process. Today’s increased competition, cyclical and volatile financial markets, and economic trends have created a climate in which no business can take stability for granted. While many companies have turned to downsizing as a stopgap measure to improve their economic health, downsizing alone has its own adverse consequences in that it thins the ranks of managers groomed to assume top positions. Moreover, a volatile business environment may turn once-successful, growth-oriented CEOs into hesitant managers who no longer can provide strong leadership during periods of retrenchment.
Many families delay transition decisions because they don't know where they can find answers to these highly complex and personal issues. Given these fears – and the lack of a strategic blueprint for guidance – many families see their family relationships and wealth shrink with each passing generation. But as Les points out, there are solutions to these issues, and it all starts with effective communication as you build those bridges for the future.
As once-stable, profitable, and competitive companies struggle to improve operational and financial performance, the expertise of corporate renewal professionals is critical to this revitalization process. Dan Pring is founder of HANC Business Advisors, LLC, a turnaround firm that can offer both short-term and long-range strategies and tactics to survive your financial storm and make plans for a profitable future. He has extensive experience in applying sound practices of turnaround management to over 20 tool & die and mold companies.
Nearly 40 years of experience has given Les a deeper sense of understanding family issues. More than simply applying knowledge, his approach is based on the inherent compassion and empathy that comes with understanding the common challenges that confront families as they try to decide what is best for their family and their business.
Dan is a member of the Turnaround Management Association and the National Association of Certified Valuators. His unique background has helped him establish a reputation with both the banking community as well as the Bar Association of America as a tenacious advocate of debtor rights.
This program is brought to you by the NTMA Next Generation Team.
2010 ANNUAL CONVENTION SCHEDULE OF EVENTS Saturday, February 27
9:00 a.m. – 4:00 p.m. 1:00 p.m. – 5:00 p.m. 3:00 p.m. – 5:00 p.m. 5:00 p.m. – 7:00 p.m.
Tuesday, March 2
Executive Team* Registration Chapter Executives Round Table Chapter Executives Mixer
Sunday, February 28
8:00 a.m. – 5:00 p.m. 8:00 a.m. – 10:00 a.m. 8:30 a.m. – 10:00 a.m. 8:30 a.m. – 10:00 a.m. 8:30 a.m. – 10:00 a.m.
Registration Continental Breakfast Membership Growth & Retention Team Robotics Team Industry Marketing, Meetings & Business Development Team 10:15 a.m. – 11:45 a.m. PJAM Team 10:15 a.m. – 11:45 a.m. Education Team 10:15 a.m. – 11:45 a.m. Manufacturing Technology Round Table 11:45 a.m. – 1:30 p.m. NTMF Board Meeting* 12:00 p.m. – 1:00 p.m. Group Lunch 1:15 p.m. – 2:45 p.m. Next Generation Team 1:15 p.m. – 3:15 p.m. Website Development Round Table 1:30 p.m. – 4:30 p.m. Government Affairs Team 1:30 p.m. – 4:30 p.m. Chapter Development Program 3:00 p.m. – 4:30 p.m. National Associate Members Team 3:00 p.m. – 4:30 p.m. Budget & Finance Team* 4:45 p.m. – 5:45 p.m. Meeting of Team Leaders 6:00 p.m. – 7:00 p.m. Reception of First Timers 7:00 p.m. – 10:00 p.m. Opening Night Party by the Pool
7:30 a.m. – 12:00 p.m. 7:30 a.m. – 10:00 a.m. 8:30 a.m. – 10:00 a.m. 8:00 a.m. – 9:30 a.m. 9:45 a.m. – 12:00 p.m.
Registration Continental Breakfast Spouse Breakfast, Shopping Orientation & Fashion Show General Session, Team Reports and Industry Update Industry Round Tables: Precision Machining; Tools, Dies, Molds & Special Machines 10:30 p.m. – 3:30 p.m. Optional Tour: Island Tour and Shopping 12:00 p.m. – 1:30 p.m.. Robotics Team* 12:00 p.m. – 2:30 p.m. Past Chairmen's Luncheon* 2:00 p.m. – 6:00 p.m. ISTMA Board of Directors Meeting* Free Evening Wednesday, March 3
7:30 a.m. – 12:00 p.m. Registration 7:30 a.m. – 10:00 a.m. Continental Breakfast 9:00 a.m. – 11:00 a.m. Surviving the Present by Preparing for the Future (Dan Pring)
12:30 p.m. – 4:30 p.m. Optional Tour: Catamaran Sail 11:30 a.m. – 6:00 p.m. Golf Tournament at Mahogany Run 7:00 p.m. – 9:00 p.m.
(1:00 p.m. shotgun start) Networking Reception and Dinner
Thursday, March 4
7:30 a.m. – 12:00 p.m. Registration 7:30 a.m. – 10:00 a.m. Continental Breakfast 8:00 a.m. – 9:30 a.m. Board of Trustees 10:00 a.m. – 12:00 p.m. Keeping an Eye on Washington (Omar Nashashibi & John Guzik)
Monday, March 1
8:00 a.m. – 5:00 p.m. 8:00 a.m. – 9:30 a.m. 8:00 a.m. – 9:15 a.m. 10:00 a.m. – 12:00 p.m.
Registration Continental Breakfast General Membership Assembly & Awards Presentations Transition Planning: Building Bridges to the Future
12:00 p.m. – 1:30 p.m. Executive Team Meeting* 6:30 p.m. – 7:00 p.m. Chairman’s Reception 7:00 p.m. – 11:00 p.m. Annual Dinner Dance
(Les Banwart)
12:30 p.m. – 2:30 p.m. 3:00 p.m. – 5:00 p.m. 3:00 p.m. – 5:00 p.m. 5:00 p.m. – 6:00 p.m. 7:00 p.m.
Inaugural Luncheon Chapter Executives Team Next Generation Round Table w/Les Banwart Next Generation Reception Next Generation Dinner Reservations Free Evening
*Indicates closed meeting.
Thursday, March 4
Keeping an Eye on Washington 10:00 a.m. – 12:00 noon Omar Nashashibi and John Guzik The Franklin Partnership, Washington, D.C. The Franklin Partnership, LLP (TFP) is the Washington D.C.-based bi-partisan government relations firm representing NTMA on Capitol Hill and at the White House. The firm’s partners have over 50 years of combined experience working in Congress, the Executive Branch, and on behalf of a diverse client base that includes metalworking associations, defense manufacturers, and hospital systems, among others. Policies developed by the federal government impact every step of the manufacturing process. Whether health care reform, climate change legislation, OSHA regulations, or taxes, what comes out of Washington affects your business every day. TFP will provide an update on important policy priorities making their way through the legislative and regulatory processes that impact all NTMA members. NTMA was successful in 2009 working with the Administration on improving access to credit for manufacturers and with Congress in securing key tax provisions to help businesses receive immediate refunds. TFP will review opportunities and threats to our businesses coming out of the nation’s capital, provide an update on the political atmosphere and campaigns, and how to increase the association’s influence and strengthen the industry’s voice in Washington.
BRIDGES TO SUCCESS … THE NEXT GENERATION Whether you can stay for the full convention program or just a couple of days, we’ve put together a special program for our Next Generation members. Monday, March 1 is jam-packed with Next Generation activities that you won’t want to miss… 9:30 a.m.-noon The Next Generation Team has arranged for transition expert Les Banwart to present the keynote address, “Transition Planning: Building Bridges for the Future.” Encourage your current/controlling generation members to attend this program with you. 3:00-5:00 p.m. Les Banwart will facilitate a special Q & A Roundtable for Next Generation members only. Bring your questions about transition planning within your company and let Les guide you toward possible solutions. This is open discussion in an informal setting. 5:00-6:00 p.m. It’s Island Happy Hour for the Next Gens in our group. Take time to relax with your favorite beverage and light hors d’oeuvres before heading out to dinner. 7:30 p.m. Where to go for dinner tonight…Seafood? Italian? Sizzling Steak? Or, how about trying Island cuisine? Sign up early for one of several restaurants in town where we’ve made advanced reservations. Spend an evening getting to know some of your next generation peers over dinner. It’s a great way to make new friends. Can’t stay for the entire convention? We’ve got a special Sunday-Monday package for Next Gen attendees -- $495 (early registration). Sunday activities include the group networking lunch, Next Generation Team meeting, and Opening Night Welcome Party at the Pool.
BRIDGES TO SUCCESS…TECHNOLOGY Sunday, February 28
CHAPTER DEVELOPMENT SESSION: Using Today’s Technology to Enhance Chapter Value 1:30 – 4:30 p.m. Looking for ways to involve more members and deliver value deeper within member companies? Would you like to attract the next generation, yet you still rely on traditional communication methods to reach them? This session will explore technologies available to chapters to enhance its member communications and program delivery. Participants will learn how to produce a webinar, including a hands-on webinar demonstration. Additional demonstrations will feature setting up online newsletters and websites for limited budgets, plus an introduction to social media. All NTMA conference attendees are welcome to participate.
BRIDGES TO SUCCESS … NETWORKING Sunday, February 28
Networking Lunch 12:00 – 1:00 p.m. It’s time to take a break from the team meetings schedule and get together for lunch! This buffet lunch is the perfect place to jump-start your networking. 7:00-10:00 p.m.
Opening Night Party by the Pool 7:00 – 10:00 p.m. Poolside under the Island Sky – what a beautiful setting for our opening night party. Enjoy a delicious buffet dinner and open bar, with Caribbean music in the background. Suggested dress: Resort casual
Monday, March 1
Inaugural Luncheon 12:30 – 2:30 p.m. NTMA’s 2010 Executive Officers will take the oath of office at this luncheon ceremony. Be on hand as Russel Reschke, Metal Processors, Inc., Stevensville, MI, delivers his inaugural address, “Bridges to Excellence…Bridges to Success.” Suggested dress: Business casual
Wednesday, March 3
Networking Dinner 7:00 – 9:00 p.m. It’s been an afternoon of fun for everyone. Whether you played golf, went snorkeling, or just relaxed by the pool it’s time for everyone to meet up again for dinner outdoors on the Sea Cliff Terrace. Suggested dress: Resort casual.
Thursday, March 4
Reception & Annual Dinner Dance 6:30 – 11:00 p.m. After a great week of networking, meetings and relaxation, the Annual Dinner Dance will wrap it all up in formal elegance. Enjoy an evening of fine dining and dancing to a great variety band. Suggested dress: Formal – tuxedos or dark suits for the men; cocktail dresses or evening gowns for the ladies.
MAKE ST. THOMAS AND THE NTMA ANNUAL CONVENTION A FAMILY GET-AWAY! Everyone needs an escape now and then from their daily routine. A little “down time” goes a long way to refresh us before returning home. NTMA’s Annual Convention is the perfect time and destination to pack up the family and head to the sun drenched Caribbean. Our program is structured to give families plenty of afternoons and evenings to spend together exploring St. Thomas.
Island Tour and Shopping (Tuesday, March 2)
Premier Destination Services
• Valdemar overlook … overlooks the town of Charlotte Amalie and St. Thomas Harbor
NTMA has selected Premier Destination Services as our official destination management company. With advanced reservations, Premier Destination Services’ personnel will provide a warm island welcome when you arrive at the airport. They will assist with luggage and deliver you direct to Frenchman’s Reef in air-conditioned or colorful open-air vehicles. Cost is $38 per person, round-trip – all luggage, gratuity and taxes included (4 person minimum per vehicle). Reservations can be made through their website at http://www.premierdestinationservices.net/groups.php. Password is: NTMA2010 (case sensitive). Premier Destination Services can also help you plan your free time activities. Visit their website for booking information on an extensive list of popular attractions and activities, including:
Coral World Ocean Park Power Boat Rentals Kayaking Tours Parasailing Scuba Diving
Snorkeling Butterfly Farm Tour Paradise Point Tramway St. John Sightseeing Tour
Exclusive NTMA Optional Events NTMA has also arranged with Premier Destination Services to offer the following exclusive optional events for NTMA members. Reserve these items only on the Convention registration form.
Shopping Talk and Fashion Show (Tuesday, March 2) 8:30 a.m.-10:00 p.m. Complimentary Start your morning with continental breakfast and perhaps a Mimosa. Brandon from GemCasa will give you expert tips on finding the best values and true bargains from the many choices available on the island. You’ll also be entertained with some of the season’s latest beachwear fashions and exotic jewelry available in the area.
10:30 a.m. – 3:30 p.m. $45 per person What better way to get to know this Island’s colorful history and charming culture than on an Island tour? Stops include: • Drakes Seat which overlooks mile long Magen’s Bay
• Estate St. Peter Greathouse and Botanical Gardens St. Peter Great House boasts classic West Indian architecture with lush Botanical Gardens and a Nature Trail, streaming waterfalls, tropical bird aviaries, fish ponds, more than 20 varieties of orchids and 150 species of Caribbean plants and fruits. This sprawling estate is set upon 11 acres high above Hull Bay and Magen’s Bay. An expansive outdoor observation deck delivers breathtaking views and unique photo opportunities. The main house highlights classic open Caribbean architecture featuring native handcrafted stonework and displays of local artisans and artists. By noon you’ll be in downtown Charlotte Amalie for an afternoon in shoppers’ paradise. Lunch is on your own in one of the many quaint restaurants in downtown. Included in price: Round-trip transportation, Island Tour with guide.
Golf at Mahogany Run (Wednesday, March 3) 11:30 a.m. Depart Hotel; 1:00 p.m. Shotgun Start $225 per person Mahogany Run’s par-70, 18-hole golf course overlooks the Atlantic Ocean with a view of the neighboring British Virgin Islands and beyond. Most spectacular is the Devil’s Triangle, a trio of holes so challenging that golfers who play through them without a penalty shot earn a prize in the pro shop. Don’t miss the opportunity to play this fabulous course and spend some quality networking time with your fellow NTMA members. Included in price: Transportation, greens fee & cart, box lunch, beverage cart tickets, tournament fees, and gratuities. Rental clubs and shoes available at additional charge.
Half-Day Catamaran Sail (Wednesday, March 3) 12:30-4:30 p.m. $120 per person The meetings are over for the day – it’s time to get on the water and have some well-earned fun. After a leisurely sail, you’ll stop to swim and snorkel the crystal clear Caribbean waters. What an enjoyable way to spend the afternoon. Included in price: Round-trip transportation to National Park dock; 3 hour sail; snorkel equipment and instruction; beverages and snacks.
Cool Reef Kids Club Activities (ages 4 – 12) Even while you’re attending NTMA’s business program, the kids can enjoy themselves at Cool Reef Kids Club. Activities include arts & crafts, board games, and interactive entertainment (Nintendo Wii, Play Station, etc.). Cool Reef is open 9:00 a.m. to 4:00 p.m. daily; half day and full day programs are available. For more information or to make an advanced reservation, call (340) 715-6148.
NATIONAL TOOLING & MACHINING ASSOCIATION 2010 ANNUAL CONVENTION February 28- March 4, 2010 • Frenchman’s Reef and Morningstar Resort • St. Thomas, U.S. Vigin Islands
Conference Registration Form Name __________________________________________________________________________________________________________________________________ Spouse/Guest(s) __________________________________________________________________________________________________________________________ Children (w/ages) _________________________________________________________________________________________________________________________ Company _____________________________________________________________Address ____________________________________________________________ City_____________________________________________________________________State___________ZIP _____________________________________________ Phone _____________________________________FAX____________________________________E-mail _________________________________________________
Check all that apply: J First Convention
J Chapter President
J Chapter Executive
J Past Service Member
J Trustee
J Alternate Trustee
J Next Generation: new & future business leaders.
I plan to attend the following Round Table: J Precision Machining
J Tools, Dies & Molds & Special Machines
Conference Registration Fees (per person)
Method of Payment: J MasterCard
J VISA
J American Express
J Check # _______________________________________________________ Card # ____________________________________Expiration ______________ Signature ________________________________________________________ Payments to NTMA are not tax deductible as charitable contributions for federal income tax purposes. However, such payments may be deductible as business expenses.
By Jan. 15 After Jan. 15 NTMA Member (first company attendee) . . . . . . . . . . . . $1295 . . . . . . . . . . . $1395. . . . $________ NTMA Member (additional company attendees) . . . . . . . . $695 . . . . . . . . . . . $795. . . . $________
Mail registration form to:
NTMA Member Spouse, or Guests . . . . . . $695 . . . . . . . . . . . $795. . . . $________
Fax registration form to:
NTMA Past Service Members . . . . . . . . . . $695 . . . . . . . . . . . $795. . . . $________
(301) 248-7104 or (301) 248-7174
Next Generation Program (Sunday–Monday only). . . . . . . . . . . . . . . $495 . . . . . . . . . . . $595. . . . $________
Download registration form at: www.ntma.org
NTMA Chapter Executives* . . . . . . . . . . . . N/C . . . . . . . . . . . . N/C. . . . $________
Online registration available at: www.ntma.org
All persons 6 to 20 years of age not employed full time by the company . . . . . $295 . . . . . . . . . . . $295. . . . $________ Non-Members . . . . . . . . . . . . . . . . . . . . $1495 . . . . . . . . . . . $1595. . . . $________ Non-Member Spouse or Guests . . . . . . . . $695 . . . . . . . . . . . $795. . . . $________ *Chapter Executives refers to chapter directors/executive secretaries. Does not include volunteer chapter officers, i.e., chapter president, vice president, secretary-treasurer.
Optional Events _____Shopping Talk & Fashion Show (Tuesday, March 2) . . . N/C . . . . . $________ _____Island Tour & Shopping (Tuesday, March 2) . . . . . . . . . $45 . . . . . $________ _____Afternoon Snorkel Sail (Wednesday, March 3) . . . . . . $120 . . . . . $________ _____Children ages 3-12 . . . . . . . . . . . . . . . . . . . . . . $60 . . . . . $________ _____Children under 3 . . . . . . . . . . . . . . . . . . . . . . . . N/C . . . . . $________ _____Golf Tournament (Wednesday, March 3) . . . . . . . . . . . . . . . . . . . . . . . . $225 . . . . . $________ Name _______________________Handicap__________ Rental Clubs: ___ Left-hand ___ Right-hand . . . . . . $45 . . . . . $ ________ Rental Shoe Size: ___ . . . . . . . . . . . . . . . . . . . . . . . . $15 . . . . . $ ________ Name _______________________Handicap__________ Rental Clubs: ___ Left-hand ___ Right-hand . . . . . . $45 . . . . . $ ________ Rental Shoe Size: ___ . . . . . . . . . . . . . . . . . . . . . . . . $15 . . . . . $ ________ TOTAL CONFERENCE REGISTRATION . . . . . . . . . . . . . . . . . . . . . $________
NTMA 9300 Livingston Road Ft. Washington, MD 20744
ST. THOMAS–YOUR AMERICAN ISLAND PARADISE St. Thomas, U.S.V.I., is an island of fascinating history and idyllic beauty. With a matchless combination of near-perfect weather, spectacular beaches and lush mountainsides, as well as world-class shopping, interesting attractions and delectable cuisine, St. Thomas is a destination you won’t forget! Frenchman’s Reef Beach Resort 5 Estate Bakkeroe St. Thomas, U.S.V.I. 00801 Phone: (340) 776-8500 Website: www.marriotthotels.com/sttfr This garden spot will spoil you with Caribbean hospitality and charm, endless pastimes and unforgettable experiences. Located across the picturesque harbor from the capital city of Charlotte Amalie, the best of this spectacular island is never far away. Location: Six miles from Cyril E. King International Airport; three miles from downtown Charlotte Amalie, the shopping mecca of the Caribbean.
Passports. U.S. citizens are not required to have passports when traveling to the U.S. Virgin Islands, but will need documentary evidence of their U.S. citizenship and identity. Proof of U.S. citizenship includes an expired U.S. passport, a certified (original) birth certificate, Certificate of Naturalization, Certificate of Citizenship, or Report of Birth Abroad of a Citizen of the United States. To prove identity, a valid driver's license or government identification card is acceptable provided they identify you by physical description or photograph. However, for travel overseas and to facilitate reentry into the U.S., a valid U.S. passport is the best documentation available and unquestionably proves your U.S. citizenship.
P R E C I S I O N
NTMA 9300 Livingston Road Ft. Washington, MD 20744
General Information: All guest rooms have individual climate control, satellite TV with pay-per-view movies, AM/FM clock radio, refrigerator, hair dryer, coffee/tea maker, iron and ironing board, in-room safe. High speed and wireless Internet access available. Hotel tax is 8%. Check-in time is 3:00 p.m.; check-out time is 11:00 a.m. Reservation Deadline: All reservations must be received in St. Thomas by Thursday, February 4, 2010. The group rate of $288 single/double occupancy applies to the limited number of rooms blocked by NTMA. Reservations may be made through the Hotel’s website at: http://www.marriott.com/sttfr (enter group Code: ntmntmb) or phone 1 (800) 228-9290 or (340) 776-8500. Recreational Activities: • • • • • • •
Outdoor pools (3) Hot tubs (2) ¼ mile white sand beach Lighted Tennis Courts Golf at Mahogany Run The Reef Health Club & Spa Beach Volleyball & Kayaking
• • • • • •
Watersports & Jet Skis Scuba Diving & Snorkeling Sailing & Sunset Cruises Helicopter & Seaplane Tours Fishing & Boating Parasailing & Windsurfing